Thomas Jedrej

Senior Private Banker, Private Client Services at TD Bank Group

Location: Toronto, Canada Area
Industry: Investment Management

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Thomas Jedrej's Overview

Current

Senior Private Banker at TD Waterhouse Private Client Services

Past

Senior Financial Adviser & Retirement Specialist at CIBC Imperial Service
Account Manager, Investments at RBC Royal Bank (SME Markets)
Various Roles at Scotiabank

Education

BDO: Success Care Program
Institute of Corporate Directors
University of Toronto - Rotman School of Management

Canadian Securities Institute
The Canadian Institute of Financial Planning
University of Phoenix
University of Windsor - Faculty of Law
University of Toronto

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Connections

176 connections

Websites

Company Website

Mission: “To be recognized as an integral advisory resource in the field of comprehensive wealth preservation and building strategies.”

With over 17 years of financial services experience, Thomas has been actively focused on providing comprehensive financial management and solutions to High Net Worth (HNW) individuals and Ultra-High Net Worth (UHNW) families. Through his education and work experience, Thomas developed a rigorous process on how he collects data and directs client’s finances against their personal objectives. This task is often achieved through utilization of various professional resources.

Thomas has further demonstrated a commitment to continuous education and has earned the professional designations of Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Financial Management Advisor (FMA) and the Chartered Strategic Wealth Professional (CSWP) designation.

Born in Warsaw, Poland Thomas has lived in Turkey and Germany before settling as a resident of Oakville. In his spare time, Thomas likes to travel and spend time with his wife and 2 children aged 10 and 6.

"I try to learn from the past, but I plan for the future by focusing exclusively on the present."
[Donald Trump]

Specialties

• Advising on 11 integral elements of wealth accumulation and preservation
• Investment Management (min. $1.0 Million CAD Investable Assets)
• Strategic Wealth & Retirement Planning
• Financing with focus on luxury properties where borrowing needs exceed $1.0 Million CAD
• Capital Loans

Institute of Corporate Directors

Member
- November 2011 to November 2012
The Canadian Institute of Financial Planners

Member
- June 2010 to December 2012
Professional Association of Diving Instructors

Non-Teaching Instructor / Member
- May 1994 to December 2012

Senior Private Banker

TD Waterhouse Private Client Services

Public Company; 10,001+ employees; TD; Banking industry

March 2011 – Present (1 year) TD Tower 3rd Floor, Toronto, Ontario

"Exceptional Resources for Exceptional Clients"

• Strategic Wealth Management through comprehensive data gathering focused around your immediate and long-term objectives
• Investment Strategies (incl. Equity Monetization)
• Retirement Planning
• Asset and Income Protection
• Business Succession Planning
• Complex credit planning: Custom Design & Luxury Properties; Partner Capital Loans
• Tax Management
• Passing On Your Wealth
• Charitable Giving

Senior Financial Adviser & Retirement Specialist

CIBC Imperial Service

Public Company; 10,001+ employees; CM; Banking industry

March 2003 – March 2011 (8 years 1 month) Mississauga, Ontario

• Proactively managed senior portfolio of “HNW” clients [$135Million+ AUM] through holistic planning approach in all areas of comprehensive financial planning
• Investment planning expertise, through access of proprietary and 3rd party investment solutions utilizing capability of IIROC license and access to discretionary pooled funds
• Responsible for risk management, asset allocation and investment policy on investable assets [$50Million+ AUM]
• Credit planning, (Custom Design & Luxury Properties)

Account Manager, Investments

RBC Royal Bank (SME Markets)

Public Company; 10,001+ employees; RY; Banking industry

September 2002 – March 2003 (7 months) Vaughan, Ontario

Investment Planning for SME (Small & Medium Enterprises) Clients

Various Roles

Scotiabank

Public Company; 10,001+ employees; BNS; Banking industry

December 1994 – September 2002 (7 years 10 months)

Held following positions:
Account Manager, Small Business
Sr. Personal Banking Officer
Retail Lending Administrator
Customer Service Representative

CSWP ® - Chartered Strategic Wealth Professional
- The Board of Canadian Securities Institute
- License 2446
FCSI ® – Fellow of Canadian Securities Institute
- The Board of Canadian Securities Institute
CFP ™ – Certified Financial Planner
- The Board of Financial Planners Standards Council
- License 15319
CIM ® – Chartered Investment Manager
- The Board of Canadian Securities Institute
FMA™ – Financial Management Advisor
- The Board of Canadian Securities Institute
RRC ® - Registered Retirement Consultant
- The Board of Canadian Institute of Financial Planning

Volunteer Interests
- Causes I care about:
  - Children
  - Health
- Organizations I support:
  - YMCA of Oakville
  - Crohn's and Colitis Foundation of Canada
  - Children's Wish Foundation of Canada

BDO: Success Care Program

The Most Trusted Advisor (Level I)

2011 – 2011

http://www.successcare.com

Institute of Corporate Directors

Not-For-Profit Governance Essentials Program

2011 – 2011

University of Toronto - Rotman School of Management

MBA Essentials for Managers

2011 – 2011

Activities and Societies: "Leadership: Make Yourself Effective", "The Legal Environment of Business ", "Persuasion and Decision Making", "Strategy and the Art of Accounting", "Marketing Fundamentals", "Negotiating for Success"

Canadian Securities Institute

1999 – 2011

Trusts as Financial and Estate Planning Tools (Dec. 2011)
Financial Planning for Snowbirds (Dec. 2011)
Liability for Tax, Attribution Rules & Income Splitting (Dec. 2011)
Strategic Wealth 360 (Feb. 2010)
Branch Manager's Course (Oct. 2007)
Portfolio Management Techniques (Aug. 2005)
Ethics Course / Seminar (Apr. 2004)
Investment Management Techniques (Dec. 2003)
Conduct & Practices Handbook Course (Apr. 2003)
Wealth Management Techniques (Apr. 2002)
Personal Financial Planning Course (Mar. 2002)
Canadian Securities Course (Jan. 1999)