Summary
Overview
Work History
Education
Certification
Timeline
Generic

Glen Dawson

Calgary,AB

Summary

From the very beginning of a client interaction, I am able to establish a level of trust based on my work experience, broad skill set, professionalism and personal reputation.

My educational background includes a MBA from the Richard Ivey School of Business at Western University and a Bachelor of Commerce (hons) with distinction from the University of Manitoba. I also attended the University of Plymouth, England and Melbourne Business School, Australia on international exchange.

I am fluent in all aspects of Private Banking and Wealth Management with the following designations in good standing: Certified Financial Planner (CFP), Certified Investment Manager (CIM), Chartered Investment Wealth Manager (CIWM), and CEA (Certified Executor Advisor). I differentiate myself from other Advisors with a history of personally successes, a diverse range of interests, and an ability to exceed my goals (I was routinely rated Quality High as a Wealth Advisor and was the #1 ranked Wealth Advisor in the Prairies for 2022 and #1 ranked Wealth Advisor in Alberta for Month 11 2023).

I have lived and worked in cities across Canada and I am a proud graduate of St. Paul’s High School in Winnipeg where my father taught mathematics for over 35 years. In my spare time, I like to travel, jog and play tennis with my family and friends.

I look forward to winning with TD Wealth in the Senior Private Banker II role.

Skills: Business Development, Private Banking, Credit, Networking (internally @ TD and externally w/ COIs), Winning

Overview

23
23
years of professional experience
1
1
Certification

Work History

Wealth Advisor

TD Wealth
11.2013 - 10.2023

Senior Private Banker

TD Wealth
10.2010 - 10.2013

Commercial Banking Account Manager

CIBC
06.2006 - 10.2010

Commercial Banking Associate

CIBC
07.2004 - 06.2006

Associate Banker

Citigroup Private Bank
06.2000 - 07.2004

Education

MBA -

Ivey Business School At Western University
London, Ontario

Bachelor of Commerce (hons) -

University of Manitoba
Winnipeg, MB

Certification

  • CFP - Certified Financial Planner
  • CIM - Certified Investment Manager
  • CIWM - Certified International Wealth Manager
  • FCSI - Fellow of Canadian Securities Institute
  • CEA - Certified Executor Advisor
  • Level 1, 2 and 3 Advanced Certificate in Wines (often a common interest with high net worth clients).
  • Tennis Assessment of Competitive Excellence (ACE) - Level 4.0 Player (a greater opportunity to network)

Timeline

Wealth Advisor

TD Wealth
11.2013 - 10.2023

Senior Private Banker

TD Wealth
10.2010 - 10.2013

Commercial Banking Account Manager

CIBC
06.2006 - 10.2010

Commercial Banking Associate

CIBC
07.2004 - 06.2006

Associate Banker

Citigroup Private Bank
06.2000 - 07.2004

MBA -

Ivey Business School At Western University

Bachelor of Commerce (hons) -

University of Manitoba
  • CFP - Certified Financial Planner
  • CIM - Certified Investment Manager
  • CIWM - Certified International Wealth Manager
  • FCSI - Fellow of Canadian Securities Institute
  • CEA - Certified Executor Advisor
  • Level 1, 2 and 3 Advanced Certificate in Wines (often a common interest with high net worth clients).
  • Tennis Assessment of Competitive Excellence (ACE) - Level 4.0 Player (a greater opportunity to network)
Glen Dawson