Laureen Ryan

Responsible for representing TD Private Wealth in the High Net Worth segment by sourcing new clients, completing an in depth discovery process and creating a Wealth Plan with integrated High Net Worth solutions and advice

Identify referral opportunities and coordinate a team of partners/advisors to execute an integrated plan - Private Wealth Management/Private Trust

Actively manage relationships within and across various business lines working collaboratively with partners - Retail Branches, Small Business and Commercial partners.

Coach and upskill employees in 18 retail branches

Identify and recruitment of top talent from other financial institutions.

Provide tailor-made financial planning advice and solutions

Acquire and consolidate existing and new to RBC clients and assets

Work with various partners to refer and anchor clients to the home of best fit - Retail, Direct Investing, Financial Planning, RBC Dominion Securities, RBC Trust, Mortgage Specialist.

Develop external business referral sources through networking, marketing and centres of influence

Coach and upskill retail branch employees.