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Fred Zhou, MBA, CFP®, CIM®, PFP®, FCSI®

Fred Zhou, MBA, CFP®, CIM®, PFP®, FCSI®

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  • Timeline

  • About me

    Senior Financial Planner at TD Wealth Financial Planning

  • Education

    • Canadian Securities Institute (CSI)

      2013 -
      Canadian Securities Course (CSC) Finance and Financial Management Services

      Completed April 10, 2013.

    • FP Canada

      2018 - 2018
      Certified Financial Planner (CFP®)

      Certified Financial Planner® - Professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession.

    • Canadian Securities Institute (CSI)

      2020 - 2020
      Chartered Investment Manager (CIM)® Finance

    • Canadian Securities Institute (CSI)

      2020 - 2020
      Fellow of CSI (FCSI) Designation Finance

      The FCSI is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

    • Thompson Rivers University

      2011 - 2012
      Master of Business Administration (M.B.A.) MBA

      Strong focus in finance and strategic management.

    • Thompson Rivers University

      2005 - 2010
      Bachelor of Business Administration (BBA) Human Resources Management, Minor in IB

      Minor in international business.

  • Experience

    • TD

      Jan 2011 - now

      At TD Wealth Financial Planning, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We're here to help you take care of all your wealth considerations so that you and your family can stay on track through any of life's transitions. Balance the needs of my clients to ensure that their goals, dreams and priorities are taken care of.

      • Senior Financial Planner at TD Wealth Financial Planning

        Nov 2018 - now

      • Financial Planner at TD Wealth Financial Planning

        Dec 2015 - Nov 2018

      • Financial Advisor at TD Canada Trust

        Nov 2011 - Nov 2015

      • Customer Service Representative at TD Canada Trust

        Jan 2011 - Oct 2011

  • Licenses & Certifications

    • Fellow of CSI (FCSI®)

      Canadian Securities Institute

    • Adavanced Investment Strategies (AIS)

      Canadian Securities Institute

    • Wealth Management Essentials (WME)

      Canadian Securities Institute

  • Honors & Awards

    • Awarded to Fred Zhou, MBA, CFP®, CIM®, PFP®, FCSI®
      2022 Vision in Action award (VIA) TD BANK Feb 2022 The Vision in Action award is TD's highest honour. It's given to top employees around the world who exhibit all of our Guiding Principles.
    • Awarded to Fred Zhou, MBA, CFP®, CIM®, PFP®, FCSI®
      2021 TD MERIT RECIPIENT TD Wealth Financial Planning Nov 2021 Awarded in 2021: TD Merit Award by being a top performer within TD Wealth and delivering exceptional service to his clients, colleagues and community.
    • Awarded to Fred Zhou, MBA, CFP®, CIM®, PFP®, FCSI®
      2020 TD MERIT RECIPIENT TD Wealth Financial Planning Nov 2020 Awarded in 2020: TD Merit Award by being a top performer within TD Wealth and delivering exceptional service to his clients, colleagues and community.
    • Awarded to Fred Zhou, MBA, CFP®, CIM®, PFP®, FCSI®
      2019 TD MERIT RECIPIENT TD Wealth Financial Planning Nov 2019 Awarded in 2019: TD Merit Award by being a top performer within TD Wealth and delivering exceptional service to his clients, colleagues and community.
    • Awarded to Fred Zhou, MBA, CFP®, CIM®, PFP®, FCSI®
      2018 TD MERIT RECIPIENT TD Wealth Financial Planning Nov 2018 Awarded in 2018: TD Merit Award by being a top performer within TD Wealth and delivering exceptional service to his clients, colleagues and community.