Financial Services

The Client-First Approach to Wealth and Insurance at TD

Aug. 14, 2024

Guest: Tim Wiggan, Group Head, Wealth Management and Insurance, TD Bank Group

Host: Andres Rincon, Managing Director and Head of ETF Sales and Strategy, TD Securities

Tim Wiggan returns to TD Securities to speak with us about his new role at TD Wealth Management and Insurance. Through his breadth and depth of experience, he is uniquely positioned for the leadership role of the high-performing Asset Management, Insurance and Wealth divisions. Tim shares the themes and challenges shaping his new role and the growth plans for these respective businesses.

This episode was recorded on July 17, 2024.

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Disclaimer

This clip should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this clip was obtained from publicly available sources, has not been independently verified by TD Securities, may not be current, and TD Securities has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of clip. The views and opinions expressed in this clip are not necessarily those of TD Securities and may differ from the views and opinions of other departments or divisions of TD Securities and its affiliates. TD Securities is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this clip. The information contained in this clip does not constitute investment advice or an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. Neither TD Securities nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this clip and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Tim Wiggan

Group Head, Wealth Management and Insurance, TD Bank Group

Tim Wiggan
Group Head, Wealth Management and Insurance, TD Bank Group

Biography

Tim Wiggan is Group Head, Wealth Management and Insurance, responsible for the TD Direct Investing, Private Wealth Management and Asset Management businesses in Canada, United States, Asia and Europe, as well as the TD Insurance business which includes home, auto, creditor, life, and travel medical. Tim most recently served as Vice Chair and Co-Head of Global Investment Banking, leading the dealer's Investment Banking, Mergers & Acquisitions and Capital Markets activities. Prior to this role, Tim was Co-Head of Global Markets sales, trading, and the origination functions for TD Securities.

Andres Rincon

Managing Director and Head of ETF Sales and Strategy, TD Securities

Andres Rincon
Managing Director and Head of ETF Sales and Strategy, TD Securities

Biography

Andres Rincon heads ETF sales and strategy at TD Securities. His ETF team advises both institutional and wealth investors on the ETF landscape and strategies, publishes a broad array of ETF publications, and works with TD's ETF market making team in facilitating ETF orders. Andres joined TD Securities in 2008, first managing credit risk for the dealer, and later as a member of the Equity Derivatives division. He later took on the task of expanding TD Securities' ETF sales and strategy platform. He is also a Chartered Market Technician (CMT).

Canada

Equities

ETF

Financial Services

The Client-First Approach to Wealth and Insurance at TD

Disclaimer

Biography

Biography

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