Dan Iosipchuk
Portfolio Management Consultant @TD
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WORK HISTORY
Portfolio Management Consultant @TD
Toronto, ON, CA
Partner with all TD Wealth Channels (FP, PIC, and PIA) to guide portfolio construction, book optimization, and investment management processes. Provide consultative support to advisors, focusing on growing their practices and expanding TD Wealth’s market share. Identify efficiencies to help clients achieve their financial goals. Engage in strategic initiatives to enhance TD Wealth’s value proposition, contribute to educational content, and drive business growth.
EDUCATION
University of Ottawa
Honours Bachelor of Commerce (HB.Com.), Finance, General
ABOUT DAN IOSIPCHUK
Investment Professional | Portfolio Management Expert | Strategic AdvisorExperienced in investment management across asset management, banking, and insurance, with a strong record of driving results through thoughtful strategy and execution. Known for enabling financial advisors to deliver consistent, scalable portfolio solutions that enhance both efficiency and performance.At TD Wealth, works across all distribution channels to embed disciplined investment processes and support practice growth. Specializes in developing deployable models that optimize portfolio management and align with client goals. Committed to continuous improvement, delivering strategic, data-driven solutions that elevate the advisor and client experience alike.
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