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Nathaniel Friedenthal

Associate Investment Advisor, Td Wealth Private Investment Advice at Td

Based in Edmonton, Canada

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Seniority

Staff

Department

Sales & Business Development

Location

Edmonton

Industry

Banking

Company size

105K

Contact information

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Email

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n•••••••@td.com

Phone

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Background

About Nathaniel Friedenthal

As an Associate Investment Advisor, I provide dedicated support to the lead Investment Advisor(IA) by executing the team strategy for investment solutions, client engagement and business development. In my role, I focus on new client acquisition through our discovery and planning process and provide recommended solutions based on the investment philosophy of our lead IA. I also leverage my wealth planning expertise to create goals-based investment plans for prospective clients and existing clients as well as implementing and monitoring our investment management process. Toms & Le Wealth Management Group consists of Robert Toms MBA, CPA, Portfolio Manager, Dao Le, MBA, CFA, Senior Portfolio Manager, Nathaniel Friedenthal, Associate Investment Advisor, Cliff De Bruijn, Associate Investment Advisor, Buu Pham, Client Service Associate, Nilufer Bansal, Client Service Associate, Nupur Aroskar, Client Service Associate, Melik Homer, Administrative Associate. Toms & Le Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Les renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociaux Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.

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