Matthew Conrad, B.Comm Cim® Fcsi® Rrc®

Matthew Conrad, B.Comm Cim® Fcsi® Rrc® Email and Phone Number

Senior Portfolio Management Consultant @ TD
Milton, ON, CA
Matthew Conrad, B.Comm Cim® Fcsi® Rrc®'s Location
Milton, Ontario, Canada, Canada
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.

Matthew Conrad, B.Comm Cim® Fcsi® Rrc®'s Current Company Details
TD

Td

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Senior Portfolio Management Consultant
Milton, ON, CA
Employees:
1
Matthew Conrad, B.Comm Cim® Fcsi® Rrc® Work Experience Details
  • Td
    Senior Portfolio Management Consultant
    Td
    Milton, On, Ca
    View
  • Td
    Senior Portfolio Management Consultant
    Td Aug 2024 - Present
    Toronto, Ontario, Ca
    View
  • Richardson Wealth
    Portfolio Manager & Vice President, Fee Based And Managed Accounts
    Richardson Wealth Jan 2023 - Jun 2023
    Toronto, Ontario, Ca
    View
  • Md Financial Management | Gestion Financière Md
    Portfolio Manager
    Md Financial Management | Gestion Financière Md Apr 2022 - Jan 2023
    Ottawa, On, Ca
    View
  • Investment Planning Counsel
    Portfolio Manager, Ipc Private Wealth
    Investment Planning Counsel Oct 2015 - Apr 2022
    Mississauga, Ontario, Ca
    View
  • Investment Planning Counsel
    Regional Manager, Ipc Private Wealth
    Investment Planning Counsel Oct 2014 - Oct 2015
    Mississauga, Ontario, Ca
    View
  • Investment Planning Counsel
    Iiroc National Accounts Investment Advisor
    Investment Planning Counsel Oct 2013 - Oct 2014
    Mississauga, Ontario, Ca
    View
  • Investment Planning Counsel
    Mfda National Accounts Financial Advisor
    Investment Planning Counsel Oct 2012 - Oct 2013
    Mississauga, Ontario, Ca
    View
  • Cibc
    Financial Advisor
    Cibc Jan 2009 - Dec 2011
    Toronto, Ontario, Ca
    View
  • Rbc Dominion Securities
    Investment Advisor
    Rbc Dominion Securities Jan 2007 - Dec 2009
    Toronto, On, Ca
    View
  • Td
    Investment Services Assistant
    Td Jan 2003 - Dec 2007
    Toronto, Ontario, Ca
    View

Matthew Conrad, B.Comm Cim® Fcsi® Rrc® Skills

Investments Financial Services Portfolio Management Wealth Management Mutual Funds Financial Analysis Securities Retirement Planning Financial Planning Investment Strategies Equities Financial Advisory Investment Advisory Wealth Management Services Asset Management Strategic Financial Planning Finance Wealth Financial Markets Estate Planning Bonds Investment Management Retirement Etfs Auditing Alternative Investments Capital Markets Trading Risk Management Wealth Preservation Inheritance Tax Planning Fixed Income Aml Compliance M&a Experience Mergers And Acquisitions M&a Analysis Credit Bloomberg Financial Planners

Matthew Conrad, B.Comm Cim® Fcsi® Rrc® Education Details

  • Ryerson University
    Ryerson University
    Finance

Frequently Asked Questions about Matthew Conrad, B.Comm Cim® Fcsi® Rrc®

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 the current company?

Matthew Conrad, B.Comm Cim® Fcsi® Rrc®'s current role is Senior Portfolio Management Consultant.

What schools did Matthew Conrad, B.Comm Cim® Fcsi® Rrc® attend?

Matthew Conrad, B.Comm Cim® Fcsi® Rrc® attended Ryerson University.

What are some of Matthew Conrad, B.Comm Cim® Fcsi® Rrc®'s interests?

Matthew Conrad, B.Comm Cim® Fcsi® Rrc® has interest in Education, Golfing, Fishing And Travelling, Human Rights, Health.

What skills is Matthew Conrad, B.Comm Cim® Fcsi® Rrc® known for?

Matthew Conrad, B.Comm Cim® Fcsi® Rrc® has skills like Investments, Financial Services, Portfolio Management, Wealth Management, Mutual Funds, Financial Analysis, Securities, Retirement Planning, Financial Planning, Investment Strategies, Equities, Financial Advisory.

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