AeroLeads people directory · profile
Rebecca E. Bonds, Cfa Email & Phone Number
Lead Supervising Portfolio Manager
at
Manulife Wealth
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Lead Supervising Portfolio Manager
Location
Greater Toronto Area, Canada
Who is Rebecca E. Bonds, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rebecca E. Bonds, Cfa is listed as Lead Supervising Portfolio Manager at Manulife Wealth, based in Greater Toronto Area, Canada. AeroLeads shows a matched LinkedIn profile for Rebecca E. Bonds, Cfa.
Rebecca E. Bonds, Cfa previously worked as Lead Portfolio Manager & Business Development Lead for Managed & Fee-Based Products at Mandeville Private Client Inc. and Activator at Coralus. Rebecca E. Bonds, Cfa holds Chartered Financial Analyst (Cfa) Designation from Cfa Institute.
Company email context
Email format at Manulife Wealth
This section adds company-level context without repeating Rebecca E. Bonds, Cfa's masked contact details.
Manulife Wealth
Review company-level records connected to Rebecca E. Bonds, Cfa before choosing the right outreach path.
Profile bio
About Rebecca E. Bonds, Cfa
Accomplished Portfolio Management & Wealth Management Professional with client facing and leadership experience working with individual and institutional investors. I have a unique 360-degree view of the wealth management business which allows me to add significant value to client interactions and leadership teams. Recognized as a strong relationship builder in working with clients and as an approachable leader in working with partners and team members. I thrive in roles where I can work with people, use my strategic and critical thinking skills as well as leverage my experience and expertise to provide holistic wealth management solutions. Committed to providing excellence in client experience and leadership.
Current workplace
Rebecca E. Bonds, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Manulife Wealth
Website
AeroLeads page
9 roles · 27 years
Rebecca E. Bonds, Cfa work experience
A career timeline built from the work history available for this profile.
Lead Supervising Portfolio Manager
Lead Supervising Portfolio Manager for Manulife Wealth’s discretionary Advisor Managed program for advisors managing client assets. Key member of the advisor facing support team.
Lead Portfolio Manager & Business Development Lead For Managed & Fee-Based Products
A leadership and investment advisor facing role focusing on providing portfolio management solutions including portfolio construction guidance, managing and evolving separately managed (SMA) fee-based account platforms as well as providing insights on investment models and strategic asset allocation in an entrepreneurial environment.
Jan 2022 - Nov 2023
Activator
Coralus (formerly SheEO) is a global community of radically generous women supporting women-led Ventures working on the World’s To Do List. Our goal is to reach 1M Activators, 10,000 women-led Ventures and a $1B perpetual fund to support women for generations to come.
Feb 2020 - Sep 2023
Founder & Managing Director
A leadership and client delivery role within the global sphere focusing on designing, developing and facilitating portfolio management training solutions for organizations that meet their specific needs.
Aug 2020 - Jan 2022
Supervising Portfolio Manager & Head Of Portfolio Management Oversight
A senior leadership role with a national mandate that involved a portfolio management oversight scope for $50B in Assets Under Management (AUM) and 366 Portfolio Managers in the Private Investment Advice and Private Investment Counsel discretionary portfolio management channels with direct portfolio management supervision responsibility for $23B in AUM and 266 Portfolio Managers.
May 2019 - Feb 2020
Supervising Portfolio Manager & Senior Manager
A broad-based leadership role with a national mandate in a high growth program with roles in Portfolio Advice and Investment Research, Wealth Product, Business & Regulatory Solutions and Governance & Control responsible for providing subject matter expertise on portfolio management and practice management issues, input on strategic direction as well as portfolio management oversight and risk management for TD’s Privately Managed Portfolios (PMP) program (IIROC channel) in active partnership with Executive, Regional and Branch leadership, Wealth Product, Compliance, Practice Management and Business Architecture. Additionally, it involved externally building relationships with counterpart firms to share industry best practices.
May 2014 - May 2019
Portfolio Manager
Primary Relationship Manager for high net worth & ultra high net worth private clients responsible for using discretionary investment management strategies and connecting clients with experts in private banking, estate & trust planning, philanthropic advisory, asset protection & tax planning.
Mar 2006 - Apr 2014
Portfolio Manager
Handled oversight & due diligence of over $1.7 Billion in managed assets for high net worth clients in a “Manager of Managers” role as well as building customized multi-manager solutions for private clients.Designed & facilitated Portfolio Management training modules at the BMO Nesbitt Burns Institute. Coached & monitored Investment Advisors & Portfolio Associates.Chaired internal Investment Committees comprised of senior firm management. Member of Investment Committees responsible for asset mix shifts & rebalancing decisions.
2000 - 2002
~2 yrs
5 education records
Rebecca E. Bonds, Cfa education
Chartered Financial Analyst (Cfa) Designation
Cfa Institute
Certificate In Adult Education
Ba Economics
Ba History
Master The Entrepreneur Skillset, Entrepreneurship/Entrepreneurial Studies, Certificate Of Achievement
FAQ
Frequently asked questions about Rebecca E. Bonds, Cfa
Quick answers generated from the profile data available on this page.
What company does Rebecca E. Bonds, Cfa work for?
Rebecca E. Bonds, Cfa works for Manulife Wealth.
What is Rebecca E. Bonds, Cfa's role at Manulife Wealth?
Rebecca E. Bonds, Cfa is listed as Lead Supervising Portfolio Manager at Manulife Wealth.
Where is Rebecca E. Bonds, Cfa based?
Rebecca E. Bonds, Cfa is based in Greater Toronto Area, Canada while working with Manulife Wealth.
What companies has Rebecca E. Bonds, Cfa worked for?
Rebecca E. Bonds, Cfa has worked for Manulife Wealth, Mandeville Private Client Inc., Coralus, Bonds & Associates 360° Inc., and Td.
How can I contact Rebecca E. Bonds, Cfa?
You can use AeroLeads to view verified contact signals for Rebecca E. Bonds, Cfa at Manulife Wealth, including work email, phone, and LinkedIn data when available.
What schools did Rebecca E. Bonds, Cfa attend?
Rebecca E. Bonds, Cfa holds Chartered Financial Analyst (Cfa) Designation from Cfa Institute.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial