Deep Enrich
Alex Nimmo, CFA
Accounting Analyst Intern
499 followers
Calgary, Alberta, Canada
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About me
Portfolio Manager at TD Wealth Private Investment Counsel
Education
University of Saskatchewan
2011 - 2015Bachelor of Commerce (B.Com.) with Distinction FinanceActivities and Societies: Active participant in the George S. Dembroski Student Managed Portfolio. Member of the Golden Key Society.
Experience
Gibson Energy
May 2014 - Aug 2014Accounting Analyst Intern
Cresa
Jan 2016 - Apr 2016Business Development Associate
TD Asset Management
Apr 2016 - Nov 2021Business Development Manager
Apr 2017 - Nov 2021Business Development Associate
Apr 2016 - Apr 2017
TD Wealth Private Investment Counsel
Nov 2021 - Feb 2023Associate Portfolio ManagerOur team is responsible for the discretionary investment management and administrative oversight of high net worth clients. We assess client investment objectives and guidelines prior to developing detailed Investment Policy Statements that balance risk tolerance with return requirements. Striving to meet client investment needs and relationship management are an integral part what we do.
TD
Feb 2023 - nowPortfolio Manager at TD Wealth Private Investment Counsel
Licenses & Certifications
Full Life, Accident & Sickness Agent
Alberta Insurance CouncilNov 2022.webp)
Canadian Securities Course (CSC)
Canadian Securities Institute (CSI)Jan 2017ETFs for Professionals
Canadian Securities Institute (CSI)Jan 2018- View certificate
Chartered Financial Analyst (CFA)
CFA InstituteSept 2021
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