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Tyson Macmillan, CFP®, CFA

Tyson Macmillan, CFP®, CFA

Followers of Tyson Macmillan, CFP®, CFA1000 followers
location of Tyson Macmillan, CFP®, CFAVancouver, British Columbia, Canada

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  • Timeline

  • About me

    Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice

  • Education

    • CFA Institute

      2014 - 2017
      Chartered Financial Analyst (CFA) Finance, General

    • Canadian Securities Institue

      2013 - 2014

      Canadian Securities Course (CSC)Conduct and Practices Handbook (CPH)Wealth Management Essentials (WME)Alternative Strategies, Hedge Funds & Liquid Alternatives / ETFInvestment Advisor Training Program

  • Experience

    • TD

      Mar 2013 - now

      • Investment Advisor at TD Wealth Private Investment Advice

        Nov 2017 - now

      • Associate Investment Advisor

        Mar 2014 - Oct 2017

      • Customer Service Representative

        Mar 2013 - Mar 2014

  • Licenses & Certifications

    • Certified Financial Planner (CFP®)

      FP Canada
      Aug 2021

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Dec 2014