Tom Grant

VP Capital Markets - Client Portfolio Manager - ETFs at TD Asset Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Chuck Lee

Tom was always a committed and enthusiastic member of the team. He would often go above and beyond on his own time promoting the company in the community.

Peter Barna-Zuzic

very professionnal.

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Coach 2
    Hockey Canada
    Nov, 2018
    - Nov, 2024
  • Coach 1
    Hockey Canada
    Dec, 2017
    - Nov, 2024
  • Partners, Directors and Senior Officers Course (PDO)
    Canadian Securities Institute (CSI)
    Jul, 2008
    - Nov, 2024
  • Portfolio Management Techniques
    Canadian Securities Institute (CSI)
    Jul, 2004
    - Nov, 2024
  • Options Licensing Course
    Canadian Securities Institute (CSI)
    Jun, 2004
    - Nov, 2024
  • Wealth Management Techniques
    Canadian Securities Institute (CSI)
    Feb, 2003
    - Nov, 2024
  • Investment Management Techniques
    Canadian Securities Institute (CSI)
    Jan, 2003
    - Nov, 2024
  • Professional Financial Planning Course
    Canadian Securities Institute (CSI)
    Jan, 2003
    - Nov, 2024

Experience

  • TD Asset Management USA Funds Inc
    • United States
    • 1 - 100 Employee
    • VP Capital Markets - Client Portfolio Manager - ETFs
      • Jan 2020 - Present

  • TD Securities
    • Canada
    • Investment Banking
    • 700 & Above Employee
    • Director - Institutional Equities - Sales & Trading
      • Jan 2008 - Apr 2019

      -Drove significant business at Canada’s Top Block Trading Desk. -Oversaw liability trading in various sectors including; Energy and Pipelines, Metals and Mining, REITs and Income Trusts, Convertible Bonds. -Grew and maintained a large book of sales coverage including many of Canada’s top institutional equity accounts. -Augmented TD’s corporate relationships with a substantial number of issuers through business development efforts. -Contributed to improved economics in equity syndication positions across various deals. -Managed the TD Securities Underwriting Hope Charity Auction Equities Team for two years. -Member of the TD Securities Workplace Flexibility Committee. Show less

  • Canadian Security Traders Association
    • Toronto, Canada Area
    • Chairperson
      • Aug 2013 - Aug 2014

      -Call and preside over all meetings of the Board of Governors. -Exercise general supervision over the affairs of the Association -Call and preside over all meetings of the Board of Governors. -Exercise general supervision over the affairs of the Association

  • Institutional Equity Traders Association (of Toronto)
    • Canada
    • Financial Services
    • President
      • Apr 2011 - Apr 2012

  • CIBC Capital Markets
    • Capital Markets
    • 700 & Above Employee
    • Director
      • Sep 2004 - Jan 2008

      -Built one of the top convertible bond trading businesses in Canada. -Developed a profitable proprietary automated trading platform to arbitrage convertible bonds and stocks. -Responsible for multiple sectors of liability trading within the equity and income trust groups. -Managed and grew a book of North American institutional accounts. -Advised on the pricing for new convertible bond product. -Built one of the top convertible bond trading businesses in Canada. -Developed a profitable proprietary automated trading platform to arbitrage convertible bonds and stocks. -Responsible for multiple sectors of liability trading within the equity and income trust groups. -Managed and grew a book of North American institutional accounts. -Advised on the pricing for new convertible bond product.

  • CIBC Wood Gundy
    • Financial Services
    • 700 & Above Employee
    • Associate
      • Sep 2002 - Sep 2004

      -Prospected for and supported the acquisition of retail accounts. -Responsible for modeling of financial plans. -Prospected for and supported the acquisition of retail accounts. -Responsible for modeling of financial plans.

  • Carleton University
    • Higher Education
    • 700 & Above Employee
    • Board Member
      • Apr 2001 - Apr 2002

      Elected student representative to the Board of Governors Elected student representative to the Board of Governors

  • Carleton University Students' Association, Inc.
    • Canada
    • Non-profit Organizations
    • 1 - 100 Employee
    • Vice President Finance
      • Apr 2001 - Apr 2002

      Elected to the position by the study body. Elected to the position by the study body.

Education

  • Carleton University
    Bachelor of Business Administration - BBA, Finance
    1997 - 2002
  • CWDHS

Community

You need to have a working account to view this content. Click here to join now