Leadership Teams

Executive Management






Robert Vanderhooft, CFA

CEO & CIO, TD Greystone Asset Management,
SVP, TD Bank Group

Responsibilities:
Corporate and investment strategies; member, Asset Strategy Team

Career began: 1987
At TD Greystone: 1991

Previous experience:
U.S. Equity Analyst, Great-West Life Assurance

Education:
B.Comm., University of Manitoba; Chartered Financial Analyst

Location: Regina

 






Jeff Robertson, CFA

Managing Director & COO,
TD Greystone Asset Management

Responsibilities:
Marketing and operations management

Career began: 1997
At TD Greystone: 1997

Education:
B.Admin., University of Regina; Chartered Financial Analyst

Location: Regina

 






Ted Welter

Managing Director & CIO, Alternative Investments,
TD Greystone Asset Management

Responsibilities:
Leads the Alternative Investments Team; member, Asset Strategy Team

Career began: 1986
At TD Greystone: 1995

Previous experience:
Morguard Investments Ltd., Manager, Toronto retail properties; Graywood Developments Ltd. and Enterprise Property Group

Location: Regina

 






Louis Martel, CFA, FSA, FCIA, ICD.D

Managing Director,
TD Greystone Asset Management

Responsibilities:
Strategic consultative services, product development, business development and client service

Career began: 1982
At TD Greystone: 2006

Previous experience:
SVP, AON Consulting; Consultant/practice leader, Aon Consulting; Consultant, Watson Wyatt; Pension analyst & consultant WM Mercer Ltd; Pension Analyst, CP Rail; Actuarial staff, AETNA Canada

Education:
B.Sc., Laval University; Chartered Financial Analyst; Fellow of the Canadian Institute of Actuaries; Fellow of the Society of Actuaries; Institute of Corporate Directors Course

Location: Regina

 






Tom Mamic, CPA, CA

Associate Vice President & CFO,
TD Greystone Asset Management

Responsibilities:
Financial operations and strategy; performance analytics, Lead on cross-firm financial initiatives

Career began: 1997
At TD Greystone: 2014

Previous experience:
Chief Financial Officer, Pacific Insight Electronics; Chief Financial Officer, QHR Technologies

Education:
B.Comm., Finance, University of British Columbia; Chartered Accountant

Location: Regina

 






Donald Black, C.M., S.O.M., LL.D.

Managing Director, TD Greystone Asset Management

Career began: 1966
At TD Greystone: 1992

Previous experience:
Chief Executive Officer, Greystone Managed Investments Inc. & Greystone Capital Management Inc.; Chief Executive Officer, Pioneer Life Assurance Company; Chief Executive Officer, Saskatchewan Government Insurance; President and Chief Executive Officer of Houston Willoughby Limited

Education:
Member, Order of Canada; Saskatchewan Order of Merit

Location: Regina

 






Frank Hart, FCMC

Managing Director, TD Greystone Asset Management

Responsibilities:
Marketing and operations management

Career began: 1973
At TD Greystone: 2010

Previous experience:
Management Consultant, Conroy Ross Partners; President, EDS Canada; CEO & President, Saskatchewan Crown Investments Corporation; Vice-President, KPMG Consulting; Deputy Minister, Saskatchewan Economic Development and Trade

Education:
BA, University of Regina; Fellow of the Institute of Certified Management Consultants of Canada

Location: Regina

 

Asset Strategy






Robert Vanderhooft, CFA

CEO & CIO, TD Greystone Asset Management,
SVP, TD Bank Group

Responsibilities:
Corporate and investment strategies; member, Asset Strategy Team

Career began: 1987
At TD Greystone: 1991

Previous experience:
U.S. Equity Analyst, Great-West Life Assurance

Education:
B.Comm., University of Manitoba; Chartered Financial Analyst

Location: Regina

 






Ted Welter

Managing Director & CIO, Alternative Investments,
TD Greystone Asset Management

Responsibilities:
Leads the Alternative Investments Team; member, Asset Strategy Team

Career began: 1986
At TD Greystone: 1995

Previous experience:
Morguard Investments Ltd., Manager, Toronto retail properties; Graywood Developments Ltd. and Enterprise Property Group

Location: Regina

 






Blaine Pho, CFA

Managing Director & CIO, Fixed Income,
TD Greystone Asset Management

Responsibilities:
Leads the Fixed Income Team; portfolio management; member, Asset Strategy Team

Career began: 1995
At TD Greystone: 1995

Previous experience:
Saskatchewan Department of Finance

Education:
BA, University of Saskatchewan; Chartered Financial Analyst

Location: Regina

 






Jeff Tiefenbach, CFA

Managing Director & CIO, Public Equities,
TD Greystone Asset Management

Responsibilities:
Leads the Public Equities Team; portfolio management; member, Asset Strategy Team

Equity Strategy: Lead, Global Equity and International Equity

Career began: 1993
At TD Greystone: 2005

Previous experience:
Vice-President, U.S. Equities, Phillips, Hager & North; Vice-President, Global Equities, Phillips, Hager & North; Analyst, Global Equities, Phillips, Hager & North; Investment Analyst, Equities, Crown Life Insurance; Investment Analyst, Fixed Income, Crown Life Insurance

Education:
BA (Hons), Business Administration, University of Western Ontario; Chartered Financial Analyst

Location: Regina

 






Grant Stahl, CFA

Vice President and Director,
TD Greystone Asset Management

Equity Strategy: U.S. Equity and Global Equity

Career began: 1986
At TD Greystone: 1990

Previous experience:
Investment Advisor, RBC Dominion Securities

Education:
B.Comm., University of Saskatchewan; Chartered Financial Analyst

Location: Regina






James Baldwin, CFA

Vice President and Director,
TD Greystone Asset Management

Equity Strategy: Canadian Equity
Sector Coverage: Energy

Career began: 2001
At TD Greystone: 2001

Education:
B.Comm., Queen’s University; Chartered Financial Analyst

Location: Regina

 






Jonathan Jacob, CFA, FSA, FCIA

Consultant, TD Greystone Asset Management

Responsibilities:
Leads the Quantitative Research/Risk Management Team and Portfolio Risk Solutions Team; portfolio risk evaluation and quantitative research analysis; member, Asset Strategy Team

Career began: 1993
At TD Greystone: 2012

Previous experience:
Principal, Forethought Risk; Portfolio Manager, Ontario Teachers’ Pension Plan; Director, BMO Financial Group; Portfolio Manager, Manulife Financial; Actuary, Wm. Mercer Consulting

Education:
B.Sc. (Hons), Mathematical Sciences & Philosophy, University of Toronto; Chartered Financial Analyst; Fellow of the Canadian Institute of Actuaries; Fellow of the Society of Actuaries

Location: Toronto

 






Craig Martin, CFA

Vice President, TD Greystone Asset Management

Responsibilities:
Leads the Public Equities Trading Team; equity trading and portfolio management; member, Asset Strategy Team

Career began: 1995
At TD Greystone: 2001

Previous experience:
Registered Representative, TD Waterhouse; Regal Capital Planners, Saskatchewan Blue Cross

Education:
B.Comm., University of Saskatchewan; Chartered Financial Analyst

Location: Regina

 






Jafer Naqvi, CFA

Vice-President, Fixed Income & Multi-Asset

Responsibilities:
Liaison between the Client Portfolio Management Team and firm clientele; member, Asset Strategy Team

Career began: 2004
At TD Greystone: 2012

Previous experience:
Vice-President, Product Specialist, PIMCO; Product Specialist and Consultant Relations, PIMCO; Senior Associate, PIMCO; Manager Research Consultant, Aon Hewitt; Investment Analyst, Aon Hewitt

Education:
BBA (Hons), Wilfrid Laurier University; Chartered Financial Analyst

Location: Toronto

 

Looking for a Multi-asset Class Solution Investment Partner? inquiries@greystone.ca

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