Mark Bell
Supervising Portfolio Manager @TD
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WORK HISTORY
Supervising Portfolio Manager @TD
Toronto, ON, CA
Regulatory oversight of 150 registered portfolio managers / associate portfolio managers across Canada for TD Waterhouse Private Investment Counsel, ensuring over $40 billion of high net worth client assets are invested in line with firm investment guidelines. Progression of roles including two years consulting, working with leadership on key strategic initiatives, including the implementation of a new portfolio management platform and evolution of investment solutions.
EDUCATION
Society of Management Accountants
CMA, CPA, Accounting
CFA Institute
CFA, Chartered Financial Analyst Designation
Wilfrid Laurier University
BBA, Finance and accounting
SKILLS
ABOUT MARK BELL
Wealth management executive with over 25 years of experience in multiple jurisdictions, across most aspects of wealth management, including private client portfolio management, product management, sales leadership and operations management.
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