Profil
Mr. Tyler J.
Simms, CFA, is a Portfolio Manager at McLean & Partners Wealth Management Ltd.
Mr. Simms joined McLean & Partners in September 2011.
Before that, he spent 3 years as Senior Analyst of Investment Strategy with the Commonwealth Bank of Australia in Sydney.
He was Senior Analyst, Solutions with ATB Investment Management from and spent five years with Pengrowth Management Ltd.
He began his career in wealth management with TD Asset Management as an Investment Specialist.
Mr. Simms has completed the Professional Financial Planning course through the Canadian Securities Institute and he graduated from the University of Calgary’s Haskayne School of Business.
He is also a CFA Charterholder.
Anciens postes connus de Tyler James Simms
| Sociétés | Poste | Fin |
|---|---|---|
| COMMONWEALTH BANK OF AUSTRALIA | Corporate Officer/Principal | - |
ATB Investment Management, Inc.
 ATB Investment Management, Inc. Investment ManagersFinance ATB Investment Management, Inc. (ATBIM) is a Canadian portfolio and investment fund manager headquartered in Edmonton, Alberta. The firm was founded in 2002 and is a wholly owned subsidiary of government-owned ATB Financial. ATBIM provides investment advice, wealth planning and management services for individuals, businesses and institutions. | Analyst-Equity | 31/12/2007 |
| Pengrowth Management Ltd. | Sales & Marketing | - |
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Analyst-Equity | - |
CWB Wealth Partners Ltd.
 CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Gestionnaire de Portefeuille-Actions | - |
Formation de Tyler James Simms
| University of Calgary | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| COMMONWEALTH BANK OF AUSTRALIA | Finance |
| Entreprise privées | 4 |
|---|---|
TD Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Finance |
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Finance |
| Pengrowth Management Ltd. | |
ATB Investment Management, Inc.
ATB Investment Management, Inc. Investment ManagersFinance ATB Investment Management, Inc. (ATBIM) is a Canadian portfolio and investment fund manager headquartered in Edmonton, Alberta. The firm was founded in 2002 and is a wholly owned subsidiary of government-owned ATB Financial. ATBIM provides investment advice, wealth planning and management services for individuals, businesses and institutions. | Finance |
