Andy Wachon
Senior Regional Manager - Td Wealth Financial Planning @TD
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WORK HISTORY
Senior Regional Manager - Td Wealth Financial Planning @TD
ON, CA
A leader of accredited Financial Planners who service the mass affluent customer segment where we offer financial planning, retirement planning, retirement income planning and tax efficiency to our clients. A dynamic and diverse team of Financial Planners that serve Eastern Ontario from Port Hope to Kingston and Lindsay to Peterborough. Our plans are goals based and focus on our customers attaining those goals through sound advice with their long term investments.
EDUCATION
Durham College
Business Administration Diploma
Humber College
Business Adminstration - Diploma
ABOUT ANDY WACHON
Known as a passionate and experienced sales leader, building on many skill sets including professionalism, unwavering integrity, transparency and ability to impact - all of these demonstrated in my experience in the financial services industry, branch banking, mutual funds and wealth management has proven to be the foundation for my career. Managing a team of financial planning professionals, it has given me the ability to continually improve on creating and implementing change in a market/industry that will continue to challenge any team with the following- Improved sales and business practices to achieve business objectives- Personal development, both professionally and business related- Relationship management, managing new and existing client relationships- Relationship building, managing referral sources to sustain business growth - Effective talent management, building on existing strength and creating change when needed - Inspire growth with integrity towards results and judgement In turn it will allow for that team to continue to develop and build on their own competencies and business practices to exceed the legendary experience that clients expect.TD Wealth Financial Planning is a division of TD Waterhouse Canada Inc, a subsidiary of The Toronto-Dominion renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociauxInformation provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.
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