Brian Galley Email
Head of Portfolio Consultancy, Supervising Portfolio Manager - Senior Manager
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Brian Galley Location
- Toronto, ON, CA
Brian Galley Work
- 2015 - now Head of Portfolio Consultancy, Supervising Portfolio Manager - Senior Manager @ Wealth Investment Office - TD Wealth Management
- 2011 - 2015 Regional Vice President and Market Manager, Private Wealth Management @
- 2008 - 2011 Head of Private Investment Counsel USA @
- 2006 - 2008 Regional Director and VP Private Investment Counsel @
- 1998 - 2008 Instructor - part time @ Canadian Securities Institute
- 2005 - 2006 Director Institutional Investments @
- 2001 - 2005 Senior Portfolio Manager @
- 2001 - 2003 Course Instructor - CFA Level 1 @
- 1999 - 2001 National Manager Segment Marketing @
Brian Galley Education
- Certified Financial Planner
Certified Financial Planner (R) (Financial Planning (US))
2012 - 2013 - Questrom School of Business, Boston University
MSc (Finance & International Banking)
2004 - 2006 - CFA Institute
CFA Institute (Investment Management)
1998 - 2000 - Ryerson University
- McMaster University
- UBC Sauder School of Business 2015null
Brian Galley Skills
- Wealth Management
- Investment Strategies
- Portfolio Management
- Mutual Funds
- Investments
- Asset Managment
- Asset Allocation
- Alternative Investments
- Retirement Planning
- Strategic Financial Planning
- Fixed Income
- Investment Management
- Investment Advisory
- Banking
- Securities
- Equities
- Private Banking
- Sales Management Coaching
- Strategic Planning
- Business Development
- Wealth Management Mergers
- Change Management
- Team Leadership
- Asset Management
- Wealth
- Financial Planning
- High Net Worth Individuals
- Pensions
- Financial Analysis
- Estate Planning
- Mergers & Acquisitions
- Risk Management
- Retirement
- Insurance
- Strategy
- Mergers and Acquisitions
Brian Galley Summary
- Brian Galley, based in Toronto, ON, CA, is currently a Head of Portfolio Consultancy, Supervising Portfolio Manager - Senior Manager at Wealth Investment Office - TD Wealth Management. Brian Galley brings experience from previous roles at TD Wealth and Canadian Securities Institute. Brian Galley holds a 2012 - 2013 Certified Financial Planner (R) in Financial Planning (US) @ Certified Financial Planner. With a robust skill set that includes Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Investments and more.
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Brian Galley
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