Summary
Overview
Work History
Skills
Awards Recognition
Core Capabilities
Certification
Work Preference
Timeline
Generic
Open To Work

Dennis Garbis

Toronto,ON

Summary

Strategic leader with over two decades of experience driving growth and transformation in the high-net-worth insurance market. I've built and scaled business lines from the ground up, most recently leading strategy, planning, and distribution support for a national private client segment that has surpassed key growth milestones through consistent year-over-year performance and strong client retention.

My work spans business strategy, operational transformation, L&D, sales enablement, data analytics, and leadership development. I’ve led major initiatives including the implementation of Salesforce and Tableau, development of client segmentation models, launch of a dedicated client service center, and the creation of learning and coaching frameworks to elevate performance.

I lead with a hands-on, client-focused mindset in fast-paced, evolving environments. Whether optimizing referral pipelines across business units or building collaborative, high-performing teams, I focus on turning complexity into clarity and strategy into execut ion.

Overview

21
21
years of professional experience
2
2
Certifications

Work History

Senior Manager, Strategy, Planning, and Sales & Service Support – Private Client Advice (PCA)

TD Insurance
Toronto, Canada
11.2019 - Current

Led strategic planning and execution for a national high-net-worth client segment, supporting major growth in premium volume and market share.

Designed and delivered multi-year growth strategies, distribution models, and performance frameworks aligned with enterprise priorities.

Built the operational foundation for the segment, including a client-focused service center and compliant, auditable processes.

Implemented Salesforce and Tableau to improve sales management, performance analytics, and operational decision-making.

Developed and launched client segmentation strategies to enhance service experience and drive retention.

Strengthened internal referral networks across wealth management, travel, and investment lines.

Group Manager, Specialty Teams

TD Insurance
01.2016 - 10.2019
  • Managed six managers and 95 advisors across Ontario Affinity markets to achieve strategic goals.
  • Led Special Services, PIA, Loyalty, and Outbound teams toward enhanced performance.
  • Drove key KPIs through targeted initiatives and process efficiency programs.

Team Manager, Special Services & Insurance Support

TD Insurance
01.2013 - 01.2016
  • Managed hybrid teams supporting TD executives and high-value clients.
  • Led advisor onboarding, operational improvements, and client satisfaction programs.

Team Manager

TD Insurance
01.2012 - 01.2013
  • Led team of 12 advisors; focused on sales coaching, CEI uplift, and operational streamlining.

Senior Advisor

TD Insurance
07.2004 - 01.2012
  • Top performer in sales and service.
  • Contributed to award-winning team results and process innovations.

Skills

  • HNW strategy development
  • Growth & Distribution Leadership
  • P&L & Operational Oversight
  • Underwriting & Product Influence
  • Salesforce & Tableau Enablement
  • Leadership, Coaching & Succession
  • Enterprise Partnerships (Wealth, Travel, SBI)
  • Risk, Governance & Audit Readiness

Awards Recognition

  • TD Legendary Award (Strategic Leadership & Transformation)
  • 3x TD All-Star (Collaboration, Growth, Execution)

Core Capabilities

  • HNW Segment Strategy & Execution
  • Growth & Distribution Leadership
  • P&L & Operational Oversight
  • Underwriting & Product Influence
  • Salesforce & Tableau Enablement
  • Leadership, Coaching & Succession
  • Enterprise Partnerships (Wealth, Travel, SBI)
  • Risk, Governance & Audit Readiness

Certification

OTL

Timeline

Senior Manager, Strategy, Planning, and Sales & Service Support – Private Client Advice (PCA)

TD Insurance
11.2019 - Current

Group Manager, Specialty Teams

TD Insurance
01.2016 - 10.2019

Team Manager, Special Services & Insurance Support

TD Insurance
01.2013 - 01.2016

Team Manager

TD Insurance
01.2012 - 01.2013

Senior Advisor

TD Insurance
07.2004 - 01.2012
Dennis Garbis