Jonathan Lund
Branch Manager, Associate Portfolio Manager & Senior Investment Advisor Td Wealth Pia @TD
Edmonton, AB, CA
EMAILS
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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