Jillian Bryan
Senior Portfolio Manager and Senior Investment Advisor at Td Wealth Private Investment Advice @TD
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WORK HISTORY
Senior Portfolio Manager and Senior Investment Advisor at Td Wealth Private Investment Advice @TD
Vancouver, CA
I bring a highly skilled approach to financial management at TD Wealth Private Investment Advice, providing direction to almost half a billion of client assets. Drawing upon more than 20 years of experience, I serve a broad base of clients ranging from retirement accounts and family trusts to charitable foundations, as well as providing investment advice on individually tailored portfolios for clients who prefer to select their own investments.I hold a Bachelor of Arts in History and Political Science and a minor in Business from the University of Western Ontario as well as the following designations: Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®) and Life Insurance Advisor through TD Wealth Insurance Services. I am also licensed to deliver sophisticated options solutions for my clientele. TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc, a subsidiary of The Toronto-Dominion Bank.
SKILLS
ABOUT JILLIAN BRYAN
I started trading in my own account right out of university and was immediately bitten by…
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