Jonathan Freeman, Cfa, Mba

Jonathan Freeman, Cfa, Mba Email and Phone Number

Investment Advisor @ TD
Toronto, ON, CA
Jonathan Freeman, Cfa, Mba's Location
Toronto, Ontario, Canada, Canada
About Jonathan Freeman, Cfa, Mba

Jonathan worked in several roles at TD for almost a decade before joining one of the top 3 largest investment advisory groups at TD in the nation. Most recently, at TD Securities Inc., gaining invaluable experience trading a rotating range of asset classes on behalf of the bank and its clients. Jonathan garnered broad-based exposure to the best of the institutional side of the industry, advising pension plans, central banks and large-scale asset managers on topics from macro-economic trends to trade ideas and execution. Prior to his role at TD Securities, Jonathan worked at TD Asset Management, the institutional investment management division of TD Bank. With direct contact to some of the world’s leading portfolio managers, analysts and investment strategists, he provided market outlook commentary and investment strategy advice to clients on behalf of the firm. Jonathan holds an MBA from the Rotman School of Management at the University of Toronto with a major in Finance, specializing in Risk Management and Financial Engineering. Jonathan has earned the Chartered Investment Manager (CIM®) designation, is a Chartered Financial Analyst® (CFA®), and is licensed in options and derivatives by the Investment Industry Regulatory Organization of Canada (IIROC).Jonathan also holds an undergraduate degree from the University of Western Ontario.

Jonathan Freeman, Cfa, Mba's Current Company Details
TD
Investment Advisor
Toronto, ON, CA
Employees:
1
Jonathan Freeman, Cfa, Mba Work Experience Details
  • Td
    Investment Advisor
    Td
    Toronto, On, Ca
  • Td
    Investment Advisor
    Td Jan 2017 - Present
    Td Tower, 66 Wellington Street West
    Together with his direct team, Jonathan provides tailored portfolio management services and holistic wealth planning to over $1.9 Billion of investment assets, comprised of a select group Canadian corporations, charitable organizations and some of Canada's highest net worth families.
  • Td Securities
    Sales & Trading Associate
    Td Securities Aug 2015 - Jan 2017
    222 Bay St.
    • FX Spot & Options Trading: Flow trading of G10 currencies and managing risk of TD Bank retail portfolio. FX options market making for banks and asset managers; structuring and distribution to commercial and corporate clients. • Institutional Fixed Income Sales: Origination and distribution of government/provincial debt, swaps, asset swaps and interest rate options for institutional clientele of asset managers, pension plans and central banks.• Credit & Precious Metals: Sales &… Show more • FX Spot & Options Trading: Flow trading of G10 currencies and managing risk of TD Bank retail portfolio. FX options market making for banks and asset managers; structuring and distribution to commercial and corporate clients. • Institutional Fixed Income Sales: Origination and distribution of government/provincial debt, swaps, asset swaps and interest rate options for institutional clientele of asset managers, pension plans and central banks.• Credit & Precious Metals: Sales & trading of Canadian corporate bonds and commercial paper, as well as advise on and procure precious metals exposure for a variety of bank clientele. Show less
  • Td Asset Management
    Manager, Central Canada - National Sales
    Td Asset Management Mar 2014 - Aug 2015
    161 Bay St. Toronto, Ont.
    Acting as a consultant and liaison for the portfolio management team at TD Asset Management, providing market commentary and investment strategy advice to a clientele of investment professionals. Additionally responsible for responsible for the strategic leadership of the Central Canada business development team generating investment analysis, trade ideas and sales strategy for team of 10 direct reports. Recipient of “Leading the Way” Award for Outstanding Performance… Show more Acting as a consultant and liaison for the portfolio management team at TD Asset Management, providing market commentary and investment strategy advice to a clientele of investment professionals. Additionally responsible for responsible for the strategic leadership of the Central Canada business development team generating investment analysis, trade ideas and sales strategy for team of 10 direct reports. Recipient of “Leading the Way” Award for Outstanding Performance (Q42013), (Q12014), (Q42014) Show less
  • Td Asset Management
    Business Development Manager
    Td Asset Management Sep 2011 - Mar 2014
    161 Bay St., Toronto, Ont.
    Communicated the outlook and strategy of TDAM’s Portfolio Managers as a product expert on a wide-array of mandates, such as: investment grade/high yield bonds, Canadian Value oriented equities, low volatility quantitative funds, absolute return mandates and equity option collar strategiesRepresent TD Asset Management as a keynote speaker at investment seminars, conferences and events.
  • Td
    Td Bank Retail - Various Roles
    Td Oct 2009 - Sep 2011
    Toronto, Ont.
    Consistently a top performer promoted to various roles within the bank's retail business involving investment advice, credit adjudication and relationship management.

Jonathan Freeman, Cfa, Mba Education Details

Frequently Asked Questions about Jonathan Freeman, Cfa, Mba

What company does Jonathan Freeman, Cfa, Mba work for?

Jonathan Freeman, Cfa, Mba works for Td

What is Jonathan Freeman, Cfa, Mba's role at the current company?

Jonathan Freeman, Cfa, Mba's current role is Investment Advisor.

What schools did Jonathan Freeman, Cfa, Mba attend?

Jonathan Freeman, Cfa, Mba attended University Of Toronto - Rotman School Of Management, Western University.

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