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Matthew Conrad, B.Comm Cim® Fcsi® Rrc® Email & Phone Number
Senior Portfolio Management Consultant
at
TD
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Management Consultant
Location
Milton, Ontario, Canada
Company size
Who is Matthew Conrad, B.Comm Cim® Fcsi® Rrc®? Overview
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Quick answer
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® is listed as Senior Portfolio Management Consultant at TD, a company with 1 employees, based in Milton, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Matthew Conrad, B.Comm Cim® Fcsi® Rrc®.
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® previously worked as Portfolio Manager & Vice President, Fee Based and Managed Accounts at Richardson Wealth and Portfolio Manager at Md Financial Management | Gestion Financière Md. Matthew Conrad, B.Comm Cim® Fcsi® Rrc® holds Bachelor Of Commerce, Finance from Ryerson University.
Company email context
Email format at TD
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TD
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Profile bio
About Matthew Conrad, B.Comm Cim® Fcsi® Rrc®
Bringing 23 years of experience in the financial services industry and working with high net worth clients for many years, I understand what tools, support and flexibility Advisors need to help build their business and their legacy.I hold many accreditations and certifications including a Bachelor of Commerce degree, Chartered Investment Manager (CIM®), Fellow of CSI (FCSI®) and the Registered Retirement Consultant (RRC®) designations. This combination of education and experience ensures that both advisors and their clients work with a partner who can deliver a greater degree of investment expertise and oversight.In my non-working time, I am the Treasurer of the Board of Directors for Liberty Market Lofts, I am active in our local community, and I’m also involved with various charities.
Listed skills include Investments, Financial Services, Portfolio Management, Wealth Management, and 36 others.
Current workplace
Matthew Conrad, B.Comm Cim® Fcsi® Rrc®'s current company
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11 roles
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Management Consultant
Current
Aug 2024 - Present
Portfolio Manager & Vice President, Fee Based And Managed Accounts
Jan 2023 - Jun 2023
Portfolio Manager
Apr 2022 - Jan 2023
Portfolio Manager, Ipc Private Wealth
Oct 2015 - Apr 2022
Regional Manager, Ipc Private Wealth
Oct 2014 - Oct 2015
Iiroc National Accounts Investment Advisor
Oct 2013 - Oct 2014
Mfda National Accounts Financial Advisor
Oct 2012 - Oct 2013
Financial Advisor
Jan 2009 - Dec 2011
Investment Advisor
Jan 2007 - Dec 2009
Investment Services Assistant
Jan 2003 - Dec 2007
1 education record
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® education
-
Ryerson University
FAQ
Frequently asked questions about Matthew Conrad, B.Comm Cim® Fcsi® Rrc®
Quick answers generated from the profile data available on this page.
What company does Matthew Conrad, B.Comm Cim® Fcsi® Rrc® work for?
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® works for TD.
What is Matthew Conrad, B.Comm Cim® Fcsi® Rrc®'s role at TD?
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® is listed as Senior Portfolio Management Consultant at TD.
Where is Matthew Conrad, B.Comm Cim® Fcsi® Rrc® based?
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® is based in Milton, Ontario, Canada while working with TD.
What companies has Matthew Conrad, B.Comm Cim® Fcsi® Rrc® worked for?
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® has worked for Td, Richardson Wealth, Md Financial Management | Gestion Financière Md, Investment Planning Counsel, and Cibc.
How can I contact Matthew Conrad, B.Comm Cim® Fcsi® Rrc®?
You can use AeroLeads to view verified contact signals for Matthew Conrad, B.Comm Cim® Fcsi® Rrc® at TD, including work email, phone, and LinkedIn data when available.
What schools did Matthew Conrad, B.Comm Cim® Fcsi® Rrc® attend?
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® holds Bachelor Of Commerce, Finance from Ryerson University.
What skills is Matthew Conrad, B.Comm Cim® Fcsi® Rrc® known for?
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® is listed with skills including Investments, Financial Services, Portfolio Management, Wealth Management, Mutual Funds, Financial Analysis, Securities, and Retirement Planning.
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