Grant Ackerman

Grant Ackerman Email and Phone Number

Senior Portfolio Manager and Senior Investment Advisor, TD Wealth Private Investment Advice @ TD
Victoria, BC, CA
Grant Ackerman's Location
Victoria, British Columbia, Canada, Canada
Grant Ackerman's Contact Details

Grant Ackerman personal email

n/a
About Grant Ackerman

As an Senior Investment Advisor & Senior Portfolio Manager with TD Wealth Private Investment Advice, Grant holds the following designations: Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Fellow of the Canadian Securities Institute (FCSI®), as well as the Financial Management Advisor (FMA) designation and was one of the earliest holders of what had previously been referred to as the Canadian Securities Institute's Chartered Strategic Wealth Professional designation, now Certified International Wealth Manager (CIWM). He is also a Life Insurance Advisor with TD Wealth Insurance Services. Specialties Include: Portfolio management, structured products, equities, fixed income, funds, options, wealth protection strategies, financial planning, alternative investments.Ackerman Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.All insurance products and services are offered by life licensed agents of TD Waterhouse Insurance Services Inc., a member of TD Bank Group./*********/Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to www.td.com/legal and https://go.td.com/SocialDisclaimer

Grant Ackerman's Current Company Details
TD

Td

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Senior Portfolio Manager and Senior Investment Advisor, TD Wealth Private Investment Advice
Victoria, BC, CA
Website:
td.com
Employees:
1
Grant Ackerman Work Experience Details
  • Td
    Senior Portfolio Manager And Senior Investment Advisor, Td Wealth Private Investment Advice
    Td
    Victoria, Bc, Ca
    View
  • Td
    Senior Portfolio Manager & Senior Investment Advisor, Td Wealth Private Investment Advice
    Td Dec 2021 - Present
    Victoria, Bc
    View
  • Td
    Portfolio Manager, Td Wealth Private Investment Advice
    Td Oct 2014 - Nov 2021
    Victoria, Bc
    The TD Privately Managed Portfolios Program is available to only a select few TD Wealth Private Investment Advice Investment Advisors who have successfully satisfied the rigorous regulatory requirements necessary to manage client accounts on a discretionary basis. Only Investment Advisors with a demonstrated history of suitable business conduct, a disciplined portfolio approach and a commitment to excellent client service are considered for admittance to this prestigious program. If you prefer to spend time enjoying your life and having a professional you trust manage your investments, then a one-on-one relationship with a TD Wealth Private Investment Advice Portfolio Manager could be right for you.
    View
  • Td
    Investment Advisor, Td Wealth Private Investment Advice
    Td May 2009 - Nov 2021
    Victoria, Bc
    View
  • Td
    Associate Investment Advisor, Td Wealth Private Investment Advice
    Td Oct 2006 - May 2009
    Victoria, British Columbia, Canada
    View
  • Td
    Business Development Supervisor, Td Waterhouse Discount Brokerage (Now Td Direct Investing)
    Td Jan 2005 - Oct 2006
    View
  • Td
    Financial Advisor, Td Canada Trust
    Td May 2001 - Jan 2005
    View
  • Chase
    Research Analyst
    Chase Aug 2002 - Dec 2002
    View

Grant Ackerman Skills

Equities Fixed Income Portfolio Management Options Insurance Strategies Hedge Funds Financial Planning Brokerage Investments Wealth Management Derivatives Asset Management Fx Trading Alternative Investments Bonds Fund Of Funds Structured Products Mutual Funds Etfs Asset Allocation Investment Strategies Retirement Planning Investment Advisory Strategic Financial Planning Insurance Wealth Management Services Investment Management

Grant Ackerman Education Details

Frequently Asked Questions about Grant Ackerman

What company does Grant Ackerman work for?

Grant Ackerman works for Td

What is Grant Ackerman's role at the current company?

Grant Ackerman's current role is Senior Portfolio Manager and Senior Investment Advisor, TD Wealth Private Investment Advice.

What is Grant Ackerman's email address?

Grant Ackerman's email address is gr****@****shaw.ca

What schools did Grant Ackerman attend?

Grant Ackerman attended University Of Victoria, Bi Norwegian Business School.

What are some of Grant Ackerman's interests?

Grant Ackerman has interest in Economic Empowerment, Education, Automobiles, Hockey, Golf, Arts And Culture.

What skills is Grant Ackerman known for?

Grant Ackerman has skills like Equities, Fixed Income, Portfolio Management, Options, Insurance Strategies, Hedge Funds, Financial Planning, Brokerage, Investments, Wealth Management, Derivatives, Asset Management.

Who are Grant Ackerman's colleagues?

Grant Ackerman's colleagues are Arthur L., Amyn Lalani, Rose Thansingh, Pmp, Ba, Yuxin (Marina) Xie, Emily Lazar, Zephalyne Pearl Millena, Mba, Thomas Miller.

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