Todd Ferguson Email & Phone Number
EVP, National Manager @ West Oak Family Office
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Todd Ferguson Location
- Toronto, ON, CA
Todd Ferguson Work
- 2022 -now EVP, National Manager @
- 2020 -2022 Managing Director, Advisory Services @
- 2018 -2020 Wealth Management Executive @ Self Employed
- 2013 -2018 Managing Director, Western Canada @
- 2004 -2013 Branch Manager, Director, Wealth Management @
- 2003 -2004 Assistant Manager and Investment Executive @
- 1999 -2003 Assistant Manager, Investment Advisor @
Todd Ferguson Education
- Ivey School of Business
Executive Program
2012-2012 - University of Alberta
Bachelor of Commerce (B.Com.) (Accounting)
1988-1992
Todd Ferguson Skills
- Wealth Management Services
- Financial Advisory
- Investment Management
- Wealth
- High Net Worth Individuals
- Fixed Income
- Options
- Private Banking
- Financial Planners
- Financial Services
- People Development
- Estate Planning
- Hedge Funds
- Risk Management
- Relationship Management
- CIM
- Retirement
- Trading
- Banking
- Equity Research
- Wealth Management
- Leadership
- Derivatives
- Financial Markets
- Capital Markets
- FCSI
- IIROC Pacific District Council
- Financial Risk
- Financial Analysis
- Insurance
- AML
- Credit
- Equity Trading
- FX Options
- Personal Financial Planning
- Bloomberg
- Financial Modeling
- Pensions
- Finance
- Risk Analysis
- New Business Development
- Wealth Preservation Planning
- Wealth Accumulation
- Strategic Leadership
- Public Speaking
- Portfolio Assessment
- Private Wealth
- Coaching
- Family Office
- Investment Advisory
Todd Ferguson Summary
- Todd Ferguson, based in Toronto, ON, CA, is currently a EVP, National Manager at Wellington-Altus. Todd Ferguson brings experience from previous roles at Manulife, Self Employed, Scotia Wealth Management and ScotiaMcLeod. Todd Ferguson holds a 2012 - 2012 Executive Program @ Ivey School of Business. With a robust skill set that includes Wealth Management Services, Financial Advisory, Investment Management, Wealth, High Net Worth Individuals and more. Todd Ferguson has 2 emails and 1 mobile phone numbers on RocketReach.
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