Craig McIntosh

Branch Manager at Td Wealth @TD

Waterloo, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2019 — Present

Branch Manager at Td Wealth @TD

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CA

Craig is a Branch Manager with TD Wealth. He supervises & works with Investment Advisors and TD specialists to provide advice to families, business owners and corporations.Craig and his team are dedicated to providing a disciplined approach across 4 pillars:1. Building net worth;2. Implementing tax-efficient strategies;3. Protecting what matters; and4. Leaving a legacy.

EDUCATION

1996 — 1999

University of Technology Sydney

Bachelor of Information Technology (Distinction)

ABOUT CRAIG MCINTOSH

With over 25 years of experience in the financial services industry, I currently serve as a Branch Manager at TD Wealth, leading a team of high-performing Investment Advisors, Portfolio Managers and Specialists across Kitchener, Waterloo, and Guelph.My focus is on building a strong, client-centric culture—one that empowers our advisors to deliver exceptional, personalized financial advice. From comprehensive retirement strategies and business succession planning to wealth preservation and intergenerational transfers, we work collaboratively to help clients achieve clarity and confidence in their financial futures.Throughout my career, I’ve had the privilege of mentoring advisors, growing practices, and helping clients make informed decisions at every stage of life. I believe that leadership is about enabling others to succeed—by providing vision, accountability, and consistent support.I’m equally passionate about community involvement and proud of our team’s contributions to local organizations, reflecting TD Wealth’s broader commitment to social responsibility.I regularly speak and write on topics within wealth management, mostly around behavioural finance, the future of advice and the value of having an advisor.Prior to joining TD Wealth, I held senior positions at Accenture, Macquarie Private Wealth and PriceMetrix (part of McKinsey & Co). I hold the Behavioural Financial Advisor (BFA) designation, a Certificate in Investment Dealer Compliance (CIDC) from the Canadian Securities Institute (CSI) and a Bachelor of Information Technology (BIT) from the University of Technology, Sydney (UTS).Whether you’re looking to grow your advisory practice, align your wealth strategy with your goals, or connect around leadership in the financial sector, I welcome the conversation.TD Wealth represents the products and services offered by TD Waterhouse Canada Inc, TD Waterhouse Private Investment Counsel Inc, TD Wealth Private Banking (offered by The Toronto-Dominion Bank) and TD Wealth Private Trust (offered by The Canada Trust 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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Craig McIntosh — Branch Manager at Td Wealth at TD in Waterloo, ON, CA | Unifers