Todd Ferguson Email & Phone Number
EVP, Advisor Support Services and Strategy @ West Oak Family Office
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Todd Ferguson Location
- Toronto, ON, CA
Todd Ferguson Work
- EVP, Advisor Support Services and Strategy @ (September 2022 - Present)
- Managing Director, Advisory Services @ (June 2020 - September 2022)
- Wealth Management Executive @ Self Employed (February 2018 - June 2020)
- Managing Director, Western Canada @ (November 2013 - February 2018)
- Branch Manager, Director, Wealth Management @ (May 2004 - October 2013)
- Assistant Manager and Investment Executive @ (January 2003 - April 2004)
- Assistant Manager, Investment Advisor @ (September 1999 - January 2003)
Todd Ferguson Education
- Ivey Business School at Western University
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, Advisor Support Services and Strategy at Wellington-Altus. Todd Ferguson brings experience from previous roles at Manulife, Self Employed and Scotia Wealth Management. Todd Ferguson holds a 2012 - 2012 Executive Program @ Ivey Business School at Western University. 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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