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Michelle Wilson, BA, CFP

Michelle Wilson, BA, CFP

Underwriting Assistant

Followers of Michelle Wilson, BA, CFP174 followers
location of Michelle Wilson, BA, CFPGreater Toronto Area, Canada

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  • Timeline

  • About me

    Senior Investment Advisor - TD Wealth Private Investment Advice

  • Education

    • University of Guelph

      1997 - 2001
      Bachelor of Arts (B.A.) Economics

  • Experience

    • Marsh & McLennan Companies

      Sept 2002 - Jan 2004
      Underwriting Assistant

    • AGF Investments Inc.

      Jan 2004 - Jan 2006
      Regional Sales Coordinator

    • TD

      Feb 2006 - Nov 2007
      Financial Advisor

    • TD Wealth Financial Planning

      Nov 2007 - Sept 2016
      Senior Financial Planner

    • TD Wealth Private Investment Advice

      Oct 2016 - now
      Investment Advisor

    • TD Waterhouse Private Investment Advice

      Jan 2022 - now
      Senior Investment Advisor

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Michelle Wilson, BA, CFP
      Merit Award TD Wealth Apr 2014 Merit Award: Merit rewards employees who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation; excellence; results; integrity; teamwork
    • Awarded to Michelle Wilson, BA, CFP
      Merit Award TD Wealth Apr 2012 Merit Award: Merit rewards employees who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation; excellence; results; integrity; teamwork