Jonathan Lund

Branch Manager, Associate Portfolio Manager & Senior Investment Advisor Td Wealth Pia @TD

Edmonton, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2005 — Present

Branch Manager, Associate Portfolio Manager & Senior Investment Advisor Td Wealth Pia @TD

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Leader, Advisor, Branch of the Year 2011

SKILLS

Insurance PlanningCross SellingInsurancePortfoliosBondsEstate PlanningFinancial PlanningFinancial AdvisoryAsset ManagementFinancial ServicesStrategic Financial PlanningRisk ManagementInvestmentsStockbrokingFinancial RiskFixed IncomePrivate BankingManagementMutual FundsAsset AllocationInvestment ProductsInvestment AdvisoryWealthEtfsRetirement SavingsHigh Net Worth IndividualsRelationship ManagementInvestment StrategiesBankingRetirementSecuritiesFinanceStocksFinancial AnalysisMortgage LendingInvestment ManagementPrivate Wealth ManagementWealth ManagementPortfolio ManagementEquities

ABOUT JONATHAN LUND

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer…

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Jonathan Lund — Branch Manager, Associate Portfolio Manager & Senior Investment Advisor Td Wealth Pia at TD in Edmonton, AB, CA | Unifers