Seniority
Manager
Department
General Business & Management
Location
Milton
Industry
Banking
Company size
105K
Contact information
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m•••••••@td.com
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Background
About Matthew Conrad
Bringing 24 years of experience in the financial services industry and working with high net worth clients for many years, I understand what tools, support and flexibility Advisors need to help build their business and their legacy. I hold many accreditations and certifications including a Bachelor of Commerce degree, Chartered Investment Manager (CIM®), Fellow of CSI (FCSI®) and the Registered Retirement Consultant (RRC®) designations. This combination of education and experience ensures that both advisors and their clients work with a partner who can deliver a greater degree of investment expertise and oversight. In my non-working time, I am the Treasurer of the Board of Directors for Liberty Market Lofts, I am active in our local community, and I’m also involved with various charities.
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