Jonathan Freeman
Senior Investment Advisor & Associate Portfolio Manager @TD
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WORK HISTORY
Senior Investment Advisor & Associate Portfolio Manager @TD
Together with his direct team, Jonathan provides tailored portfolio management services and holistic wealth planning to over $2.9 Billion of investment assets, comprised of a select group Canadian corporations, charitable organizations and some of Canada\'s ultra-high-net-worth families.
EDUCATION
University of Toronto - Rotman School of Management
Master of Business Administration (M.B.A.)
Western University
Honors Double Major, Bachelor of Arts
ABOUT JONATHAN FREEMAN
Jonathan worked in several roles at TD for almost a decade before joining one of the largest investment advisory groups at TD. Most recently, at TD Securities Inc, gaining invaluable experience trading a rotating range of asset classes on behalf of the bank and its clients. Jonathan garnered broad-based exposure to the institutional side of the industry, advising pension plans, central banks and large-scale asset managers on topics from macro-economic trends to trade ideas and execution. Prior to his role at TD Securities, Jonathan worked at TD Asset Management, the institutional investment management division of TD Bank Group. With direct contact to some of the world’s leading portfolio managers, analysts and investment strategists, he provided market outlook commentary and investment strategy advice to clients. Jonathan holds an MBA from the Rotman School of Management at the University of Toronto with a major in Finance, specializing in Risk Management and Financial Engineering. Jonathan has earned the Chartered Investment Manager (CIM®) and a Chartered Financial Analyst® (CFA®) designations. Jonathan also possess knowledge of options and derivatives investment strategy.Jonathan also holds an undergraduate degree from the University of Western Ontario.TD Wealth Private Investment Advice 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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