Financial Institutions Profiles Series
|
|
- Edwina Lindsey
- 5 years ago
- Views:
Transcription
1 Financial Institutions Profiles Series TD Bank Financial Group: A Leading Canadian & US Bank which Owns a Stake in TD Ameritrade (Table of Contents) September 24, 2015
2 TABLE OF CONTENTS History... Canadian Banking Phase... Maturation Phase... US Acquisitions Phase... Statistics... Branches... ATMs... Employees... Clients... Accounts... Net New Accounts... Deposits... Loans... Loans Net of Allowance for Loan Losses... Net Interest Income... Non-Interest Income Adjusted... Provision for Credit Losses... Insurance Claims & Related Expenses... Non-Interest Expenses... Operating Income... Operating Margin... Income Before Income Taxes & Equity in Net Profits of an Investment in Associate... Provision for Income Taxes... Equity in Net Profits of an Investment in Associate (Net of Income Taxes)... Net Profits... Net Profit Margin... Preferred Dividends... Adjusted... Net Profits Available to Common Shareholders... Operating Cash Flows... Businesses... Canadian Banking & Wealth Management... Statistics... Branches.... ATMs Clients.... Accounts... Net New Accounts.... Deposits... Loans..... Revenues Businesses... TD Canada Trust TD Bank Financial Group 2
3 Statistics... Branches... ATMs... Employees... Clients.... Accounts.... Net New Accounts... Deposits Loans... Revenues... Net Profits... Businesses... Personal Banking... Statistics... Employees... Revenues... Net Profits... Services.... Service One... Service Two... Business Banking... Statistics... Employees... Revenues... Net Profits... Services.... Service One... Service Two... TD Auto Finance... Statistics... Employees... Revenues... Net Profits... Services.... Service One... Service Two... TD Wealth Management... Statistics... Clients... Revenues... Net Profits... Businesses... TD Waterhouse... Products... Asset Management... Statistics... Mutual Funds... Clients... Accounts... Assets Under Management... Net Flows TD Bank Financial Group 3
4 Revenues... Net Profits... TD Bank... Statistics... Branches.... ATMs..... Employees... Clients... Accounts... Net New Accounts.... Deposits.... Loans..... Revenues... Expenses... Net Profits... Businesses... Retail Banking... Statistics... Branches... ATMs... Clients... Accounts... Net New Accounts... Deposits... Loans... Expenses... Services... Service One... Service Two... Commercial Banking... Statistics.... Branches... ATMs... Clients... Accounts... Net New Accounts... Deposits... Loans... Expenses... Services... Service One... Service Two US Banking... Businesses TD Bank Financial Group 4
5 TD Bank.... TD Auto Finance... TD Wealth Management (US)... TD Ameritrade... Statistics... Offices... Clients... Accounts... Net New Accounts... Average Accounts... Assets Under Administration... Net New Assets Under Administation... Daily Average Trades... Daily Average Revenue Trades... Product Offerings... Individual Securities... Mutual Funds... Target Date Exchange Traded Funds... Amerivest... Businesses... Retail... Statistics... Branches... Employees... Clients... Accounts... New New Accounts... Assets Under Administration... Net New Assets Under Administation.... Daily Average Trades... Daily Average Revenue Trades... Revenues... Net Profits... Product Offerings... Individual Securities... Mutual Funds... Target Date Exchange Traded Funds... Amerivest... Command Center 2.0 Technology Platform... Research Services... Services... Service One... Service Two... Institutional... Statistics... Employees... Institutional Clients..... Accounts TD Bank Financial Group 5
6 New New Accounts... Assets Under Administration... Net New Assets Under Administation.... Daily Average Trades... Daily Average Revenue Trades... Revenues... Net Profits... Businesses... Fee-Based Financial Advisors... Statistics... Employees... Clients... Fee-Based Financial Advisors Served... Clients... Accounts... Net New Accounts... Assets Under Administration... Net New Assets Under Administration... Revenues... Net Profits... Products & Services... Online Equity Market & Limit Order Commissions... Mutual Fund Families Offered... Mutual Funds Offered... No-Transaction Fee Mutual Funds Offered. Managed Assets Program Accounts... Managed Asset Program Assets Under Management... Technology... Research... Statements... Veo Express... Rebalancing.... Solutions Consulting Group... Technology... Human Resources... Procedure... Other Practice Management Concerns Print... Webinars... Conference Calls... Seminars... Individual Telephone Consultations.. On-Site Visits... Business Building Assistance... Vendor Discount & Alliance Program Members... Advisor Direct Program Participating Financial Advisors... Advisor Direct Program Client Referrals TD Bank Financial Group 6
7 Advisor Direct Program Client Asset Referrals... Conferences... Conference One... Conference Two... Third-Party Administrators... Statistics... Third-Party Administrators... Assets Under Administration... Revenues... Net Profits... Services... Service One... Service Two... Correspondent Clearing... Statistics... Revenues... Net Profits... Services... Service One... Service Two... Capital Markets... Statistics... Revenues... Net Profits... Services... Service One... Service Two... Wholesale Banking... Statistics... Clients... Accounts... Net New Accounts.... Deposits... Loans... Revenues... Net Profits... Businesses... Corporate Banking... Statistics... TD Capital... Statistics... Organization & Ownership... Organizational Structure... Organizational Chart TD Bank Financial Group 7
8 Board of Directors... Committees... Corporate Governance... Human Resources... Risk... Audit... TD Ameritrade Board of Directors... TD Canadian Trust Board of Directors... TD Bank Board of Directors... Ownership... Cash... Cash Per Share... Assets... Debt... Equity... Common Equity Tier 1 Capital Ratio... Tier 1 Capital Ratio... Total Capital Ratio... Efficency Ratio... Adjusted Efficiency Ratio... Enterprise Value... Book Value Per Share... EnterpriseValue-to-Revenues... Revenues Per Share... Enterprise Value-to-EBITDA... Earnings Per Share... Diluted Earnings Per Share... Return on Equity... Return on Assets... Dividends Per Share... Dividend Yield... Adjusted Dividend Payout Ratio... Stock Price... Total Shareholder Return... Price-to-Book... Price-to-Sales... Price-to-Earnings Ratio (Trailing Twelve Months)... Price-to-Earnings Ratio (Forward Twelve Months)... Shares Outstanding... Market Capitalization... Ownership by Owner... Stock Volume... Short Positions... TD Ameritrade... Cash... Long-Term Debt... Equity... Earnings Per Share... Dividends Per Share... Dividend Yield... Stock Price TD Bank Financial Group 8
9 Price-to-Earnings Ratio... Shares Outstanding... Market Capitalization... Ownership by Owner... Stock Volume... Short Positions TD Bank Financial Group 9
Ten-year Statistical Review IFRS 1
Ten-year Statistical Review IFRS 1 Condensed Consolidated Balance Sheet ASSETS Cash resources and other $ 57,61 $ 45,637 $ 46,554 $ 3,164 $ 5,18 $ 4,11 Trading loans, securities, and other 11,111 188,317
More informationFinancial Institutions Profiles Series
Financial Institutions Profiles Series Loring Ward Group: An Asset-Class Oriented TAMP Leveraging Dimensional Fund Advisors (Table of Contents) September 12, 2017 TABLE OF CONTENTS History... RWB Advisory
More informationTD Bank Group Reports Fourth Quarter and Fiscal 2017 Results Earnings News Release Three and Twelve months ended October 31, 2017
TD Bank Group Reports Fourth Quarter and Fiscal 2017 Results Earnings News Release Three and Twelve months ended October 31, 2017 This quarterly earnings news release should be read in conjunction with
More informationSUPPLEMENTAL FINANCIAL INFORMATION
SUPPLEMENTAL FINANCIAL INFORMATION For the First Quarter Ended January, 04 Investor Relations Department For further information contact: Kelly Milroy 46-08-900 www.td.com/investor Supplemental Financial
More informationSupplemental Financial Information
Supplemental Financial Information For the Fourth Quarter Ended October, 06 For further information, please contact: Investor Relations Department Gillian Manning 46-08-900 www.td.com/investor Basis of
More informationTD Ameritrade. Raymond James 33 rd Annual Institutional Investors Conference Orlando, FL March 5, 2012
TD Ameritrade Raymond James 33 rd Annual Institutional Investors Conference Orlando, FL March 5, 2012 TD Ameritrade, Inc., member FINRA/SIPC/NFA, is a subsidiary of TD Ameritrade Holding Corporation. TD
More informationFor the Year Ended October 31, Investor Relations Department. For further information contact: Kelly Milroy or David Lambie
SUPPLEMENTAL FINANCIAL INFORMATION (Released on January 26, 2012 for the adoption of International Financial Reporting Standards and changes in Segment Reporting) For the Year Ended October 31, 2011 Investor
More informationTD Ameritrade, Inc., member FINRA/SIPC/NFA, is a subsidiary of TD Ameritrade Holding Corporation. TD Ameritrade is a trademark jointly owned by TD
TD Ameritrade, Inc., member FINRA/SIPC/NFA, is a subsidiary of TD Ameritrade Holding Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.
More informationSUPPLEMENTAL FINANCIAL INFORMATION
SUPPLEMENTAL FINANCIAL INFORMATION For the Fourth Quarter Ended October, 05 Investor Relations Department For further information contact: Kelly Milroy 46-08-900 www.td.com/investor Supplemental Financial
More informationSupplemental Financial Information
Supplemental Financial Information For the First Quarter Ended January, 08 For further information, please contact: Investor Relations Department Gillian Manning 46-08-900 www.td.com/investor Basis of
More informationTD Bank Group Reports Second Quarter 2015 Results
2 nd Quarter 2015 Earnings News Release Three and Six months ended April 30, 2015 TD Bank Group Reports Second Quarter 2015 Results This quarterly earnings news release should be read in conjunction with
More informationTD Bank Financial Group Delivers Very Strong Second Quarter 2007 Earnings
TD B A NK FINANCIAL G ROUP SECOND QUART ER 2007 R EPORT TO SHAR EHOLD ERS Page 1 2 nd Quarter 2007 Report to Shareholders Three and six months ended April 30, 2007 TD Bank Financial Group Delivers Very
More informationManagement s Discussion and Analysis
Management s Discussion and Analysis This Management s Discussion and Analysis (MD&A) is presented to enable readers to assess material changes in the financial condition and operating results of TD Bank
More informationSUPPLEMENTAL FINANCIAL INFORMATION
SUPPLEMENTAL FINANCIAL INFORMATION For the Quarter Ended October 31, 2004 Investor Relations Department for further information contact: Scott Lamb Trish Moran Kelly Milroy (416) 982-5075 (416) 308-6677
More informationSupplemental Financial Information
Supplemental Financial Information For the Fourth Quarter Ended October, 08 For further information, please contact: TD Investor Relations 46-08-900 www.td.com/investor Gillian Manning Head, Investor Relations
More informationImportant Changes to TD Waterhouse Canada Inc. Account Holder Information
Important Changes to TD Waterhouse Canada Inc. Account Holder Information Effective: January 1, 2017 Table of Contents TD Waterhouse Canada Inc. Account and Services Agreements and Disclosure Documents...1
More informationToronto Society of Financial Analysts
Toronto Society of Financial Analysts March 4, 2003 Forward Looking Statements This presentation may contain forward-looking statements, including statements regarding the business and anticipated financial
More informationSupplemental Financial Information
Supplemental Financial Information For the First Quarter Ended January, 09 For further information, please contact: TD Investor Relations 6-08-900 www.td.com/investor Gillian Manning Head, Investor Relations
More informationA portfolio that matches your plans.
A portfolio that matches your plans. Amerivest Core Portfolios powered by Morningstar Associates Expert investment management Tailored portfolio recommendations Straightforward, competitive pricing Dedicated
More informationWinning with the Mass Affluent Customer TD s Approach to the U.S. Mass Affluent Marketplace. David Boone, Executive Vice President
Winning with the Mass Affluent Customer TD s Approach to the U.S. Mass Affluent Marketplace David Boone, Executive Vice President Mass Affluent Segment, TD BANK USA March 12, 2012 Snapshot of TD Our Businesses
More informationEd Clark President and CEO, TD Bank Financial Group. SCOTIA CAPITAL FINANCIALS SUMMIT 2003 September 9, 2003
Ed Clark President and CEO, TD Bank Financial Group SCOTIA CAPITAL FINANCIALS SUMMIT 2003 September 9, 2003 Forward-Looking Statements From time to time, TD makes written and oral forward-looking statements,
More informationQ1 18. Supplementary Financial Information. For the Quarter Ended January 31, For further information, contact:
Supplementary Financial Information For the Quarter Ended January 31, 2018 For further information, contact: JILL HOMENUK Head, Investor Relations 416.867.4770 jill.homenuk@bmo.com CHRISTINE VIAU Director,
More informationSUPPLEMENTAL FINANCIAL INFORMATION
SUPPLEMENTAL FINANCIAL INFORMATION For the Quarter Ended July 31, 2005 Investor Relations Department for further information contact: Scott Lamb Kelly Milroy (416) 982-5075 (416) 944-5422 www.td.com/investor
More informationTD Bank Group Reports Third Quarter 2017 Results Report to Shareholders Three and Nine months ended July 31, 2017
TD Bank Group Reports Third Quarter 2017 Results Report to Shareholders Three and Nine months ended July 31, 2017 The financial information in this document is reported in Canadian dollars, and is based
More informationQ4 17. Supplementary Financial Information. For the Quarter Ended October 31, For further information, contact:
Supplementary Financial Information For the Quarter Ended October 31, 2017 For further information, contact: JILL HOMENUK Head, Investor Relations 416.867.4770 jill.homenuk@bmo.com CHRISTINE VIAU Director,
More informationTD Bank Group Reports First Quarter 2019 Results
TD Bank Group Reports First Quarter 2019 Results Earnings News Release Three months ended January 31, 2019 This quarterly Earnings News Release should be read in conjunction with the Bank's unaudited first
More informationTD Bank Group Reports First Quarter 2018 Results Earnings News Release Three months ended January 31, 2018
TD Bank Group Reports First Quarter 208 Results Earnings News Release Three months ended January 3, 208 This quarterly earnings news release should be read in conjunction with the Bank's unaudited first
More informationCORPORATE CLASS Investment Funds
CORPORATE CLASS Investment Funds PRIVATE CLIENT MANAGED PORTFOLIOS How Corporate Class works Whether your clients have investments in their corporate accounts, non-registered investments or both, the tax
More informationTD Bank Group Reports First Quarter 2014 Results
TD BANK GROUP FIRST QUARTER 2014 EARNINGS NEWS RELEASE Page 1 1 st Quarter 2014 Earnings News Release Three months ended January 31, 2014 TD Bank Group Reports First Quarter 2014 Results This quarterly
More informationThe. for HEALTHCARE INCORPORATION PROS TAX DEFERRAL 10%-17%
The PROS & CONS INCORPORATION of for HEALTHCARE PROFESSIONALS 1 INCORPORATION PROS TAX DEFERRAL 10%-17% The tax rate on income earned inside a professional corporation that is eligible for the small business
More informationTD Bank Financial Group Delivers Strong Fourth Quarter and Fiscal 2005 Results
TD B ANK FIN ANCIAL GR OUP FOURTH QUARTER NEWS REL EAS E 2 005 Page 1 4th Quarter 2005 News Release Twelve months ended October 31, 2005 TD Bank Financial Group Delivers Strong Fourth Quarter and Fiscal
More informationSUPPLEMENTAL FINANCIAL INFORMATION
SUPPLEMENTAL FINANCIAL INFORMATION For the Quarter Ended April 30, 2003 Supplemental Financial Information (unaudited) For the Quarter Ended April 30, 2003 Index Page Highlights 1 Shareholder Value 2 Net
More informationManagement s Discussion and Analysis
Management s Discussion and Analysis This Management s Discussion and Analysis (MD&A) is presented to enable readers to assess material changes in the financial condition and operating results of TD Bank
More informationUsing Junxure with TD Ameritrade Institutional s Veo Platform. October 2012
Using Junxure with TD Ameritrade Institutional s Veo Platform October 2012 1 Access to the Veo platform's open access capabilities is provided as a service to financial advisors using the brokerage, execution
More informationFOURTH QUARTER 2017 EARNINGS RELEASE
FOURTH QUARTER 2017 EARNINGS RELEASE ROYAL BANK OF CANADA REPORTS FOURTH QUARTER AND 2017 RESULTS All amounts are in Canadian dollars and are based on our audited Annual and unaudited Interim Consolidated
More informationTD Bank Group Reports First Quarter 2018 Results Report to Shareholders Three months ended January 31, 2018
TD Bank Group Reports First Quarter 208 Results Report to Shareholders Three months ended January 3, 208 The financial information in this document is reported in Canadian dollars, and is based on the
More informationCaution regarding forward-looking statements
Q2 2008 Investor Presentation Wednesday May 28, 2008 Caution regarding forward-looking statements From time to time, the Bank makes written and oral forward-looking statements, including in this presentation,
More informationTD Bank Group Reports Third Quarter 2012 Results
TD BANK GROUP THIRD QUARTER 0 REPORT TO SHAREHOLDERS Page 3 rd Quarter 0 Report to Shareholders Three and Nine months ended July 3, 0 TD Bank Group Reports Third Quarter 0 Results The financial information
More informationFund Codes & Compensation
Fund Codes & Compensation Money Market No-Load Codes K- F- TD Canadian Money Market Fund 64 0.05 405 TD Premium Money Market Fund 65 0.05 623 TD U.S. Money Market Fund (US$) 66 69 5 0.05 3292 Fixed Income
More informationImportant Changes to TD Waterhouse Canada Inc. Account Holder Information
Important Changes to TD Waterhouse Canada Inc. Account Holder Information Effective: April 1, 2018 Amendments have been made to the TD Waterhouse Canada Inc. Account and Services Agreements and Disclosure
More informationTim Hockey Group Head, Canadian Banking and North American Auto Finance TD Bank Group UBS Best of Americas Conference September 9, 2011
Tim Hockey Group Head, Canadian Banking and North American Auto Finance TD Bank Group 2011 UBS Best of Americas Conference September 9, 2011 Caution regarding forward-looking statements From time to time,
More informationTD Bank Group Reports Third Quarter 2013 Results
3 rd Quarter 203 Report to Shareholders Three and Nine months ended July 3, 203 TD Bank Group Reports Third Quarter 203 Results The financial information in this document is reported in Canadian dollars,
More informationBecome an RIA with minimal client disruption
Perspective Become an RIA with minimal client disruption Protecting your clients during a transition Minimizing transitional disruption You ve worked hard to build a strong base of loyal clients who trust
More informationScotiabank. Financials Summit Ed Clark Group President & CEO TD Bank Group
Scotiabank Financials Summit 2012 Ed Clark Group President & CEO TD Bank Group September 5, 2012 Caution Regarding Forward-Looking Statements From time to time, the Bank makes written and/or oral forward-looking
More informationQ4 16. Supplementary Financial Information. For the Quarter Ended October 31, For further information, contact:
Supplementary Financial Information For the Quarter Ended October 31, 2016 For further information, contact: JILL HOMENUK Head, Investor Relations 416.867.4770 jill.homenuk@bmo.com CHRISTINE VIAU Director,
More informationFinancial Planning Relationship Disclosure
Financial Planning Relationship Disclosure TD Wealth Financial Planning s Relationship Disclosure (RD) has changed. Below is a copy of the up-to-date RD. Please familiarize yourself with its terms. If
More informationTD Bank Group Reports Third Quarter 2018 Results Earnings News Release Three and Nine months ended July 31, 2018
TD Bank Group Reports Third Quarter 208 Results Earnings News Release Three and Nine months ended July 3, 208 This quarterly Earnings News Release should be read in conjunction with the Bank's unaudited
More informationTD Bank Financial Group
Investor Presentation March 18, 2008 TD Bank Financial Group Q1 2008 Earnings and Canadian Bank Comparison solid first quarter results Leading North American Financial Services Company well-positioned
More informationSUPPLEMENTARY FINANCIAL INFORMATION. First Quarter 2014
SUPPLEMENTARY FINANCIAL INFORMATION First Quarter 2014 (unaudited) For more information: Ghislain Parent, Chief Financial Officer and Executive Vice-President Finance and Treasury, Tel: 514 394-6807 Jean
More information4/10/2014 JEAN DOUVILLE CHAIRMAN OF THE BOARD
JEAN DOUVILLE CHAIRMAN OF THE BOARD 1 CALL TO ORDER ATTESTATION OF QUORUM AND APPOINTMENT OF SCRUTINEERS 2 ADDRESS BY LOUIS VACHON PRESIDENT AND CHIEF EXECUTIVE OFFICER Present in Calgary since the 1970s
More informationQ1 17. Supplementary Financial Information. For the Quarter Ended January 31, For further information, contact:
Supplementary Financial Information For the Quarter Ended January 31, 2017 For further information, contact: JILL HOMENUK Head, Investor Relations 416.867.4770 jill.homenuk@bmo.com CHRISTINE VIAU Director,
More informationNote: All figures in US$ unless otherwise noted. TD Bank Group to acquire Chrysler Financial
Note: All figures in US$ unless otherwise noted. TD Bank Group to acquire Chrysler Financial TD to gain North American organic growth platform Transaction gives TD access to top talent, systems and technology
More informationQ3 17. Supplementary Financial Information. For the Quarter Ended July 31, For further information, contact:
Supplementary Financial Information For the Quarter Ended July 31, 2017 For further information, contact: JILL HOMENUK Head, Investor Relations 416.867.4770 jill.homenuk@bmo.com CHRISTINE VIAU Director,
More informationFOR FINANCIAL PLANNER AND ADVISOR USE ONLY
TDAM announces changes to its cash flow series, launches new TD Mutual s series options, and makes changes to certain TD Mutual s Questions & Answers In the coming weeks, TD Asset Management Inc. (TDAM)
More information2019 Target Distribution Rates with Return of Capital. (0319) For Financial Planner Use Only
2019 Target Distribution Rates with Return of Capital (0319) For Financial Planner Use Only TD Mutual Funds Investor F H5 or H8 FT5 FT8 Premium K TD Income Advantage Portfolio TDB963 TDB451 TDB393 TDB394
More informationTD Bank Group Reports Fourth Quarter and Fiscal 2018 Results Earnings News Release Three and Twelve months ended October 31, 2018
TD Bank Group Reports Fourth Quarter and Fiscal 2018 Results Earnings News Release Three and Twelve months ended October 31, 2018 This quarterly earnings news release should be read in conjunction with
More informationFinancial Institutions Profiles Series
Financial Institutions Profiles Series The Charles Schwab Corporation: A Leading Discount Brokerage Firm, Retirement Plan Provider, & Fee-Based Financial Advisor Custodian (Table of Contents) June 16,
More informationTD Bank Group Reports Second Quarter 2012 Results
TD BANK GROUP SECOND QUARTER 202 REPORT TO SHAREHOLDERS Page 2 nd Quarter 202 Report to Shareholders Three and Six months ended April 30, 202 TD Bank Group Reports Second Quarter 202 Results The financial
More informationFOURTH QUARTER 2011 EARNINGS RELEASE
FOURTH QUARTER 2011 EARNINGS RELEASE ROYAL BANK OF CANADA REPORTS FOURTH QUARTER AND RECORD 2011 RESULTS All amounts are in Canadian dollars and on a continuing basis unless otherwise noted and are based
More informationForward-Looking Statements
Investor Presentation December 12, 2007 Bernard Dorval Group Head, Business Banking & Insurance and Co-chair TD Canada Trust Forward-Looking Statements From time to time, the Bank makes written and oral
More informationArbor Point Advisors, LLC Firm Brochure (Part 2A of Form ADV)
Firm Brochure (Part 2A of Form ADV) This brochure provides information about the qualifications and business practices of Arbor Point Advisors, LLC. If you have any questions about the contents of this
More informationForward-Looking Statements
Investor Presentation January 2007 Ed Clark President & CEO TD Bank Financial Group Forward-Looking Statements From time to time, the Bank makes written and oral forward-looking statements, including in
More informationTD Ameritrade. BofA Merrill Lynch Conference New York, NY November 13, Fred Tomczyk President and CEO
TD Ameritrade BofA Merrill Lynch Conference New York, NY November 13, 2014 Fred Tomczyk President and CEO TD Ameritrade Holding Corporation (NYSE: AMTD). Brokerage services provided by TD Ameritrade, Inc.,
More informationCustomer Investor Profile Increase your potential for higher returns.
Customer Increase your potential for higher returns. This easy-to-use questionnaire has been provided to help you and your Mutual Funds Representative1 create an accurate based on your investment needs,
More informationClick to edit Master title style. Forward-Looking Statements. Investor Presentation March 2007
Click to edit Master title style Investor Presentation March 2007 Tim Hockey Group Head Personal Banking TD Bank Financial Group Forward-Looking Statements From time to time, the Bank makes written and
More informationPrestige Wealth Management Group, LLC SEC File Number:
Item 1 Cover Page Prestige Wealth Management Group, LLC SEC File Number: 801 72627 ADV Part 2A, Firm Brochure Dated: March 27, 2017 Contact: Roy E. Williams, Chief Compliance Officer 31 State Route 12
More informationBuilding A Model For Long-Term Growth December 2004
Building A Model For Long-Term Growth INVESTOR PRESENTATION Information disclosed within this presentation is current through October 31, 2004, unless otherwise indicated Presentation Outline Investing
More informationAlphabet Soup. Understanding CI s fund classes
Alphabet Soup Understanding CI s fund classes CI Investments offers a broad range of investment fund classes to suit how you and your clients achieve their investment goals. You may prefer compensation
More informationGoldman Sachs Conference
Goldman Sachs Conference December 11, 2008 1 TD AMERITRADE, Inc., member FINRA/SIPC, subsidiary of TD AMERITRADE Holding Corporation. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company,
More informationInvestor Session. Focus on
Focus on April 13, 2010 Introduction Rudy Sankovic 2 Caution Regarding Forward-Looking Statements From time to time, the Bank makes written and oral forward-looking statements, including in this presentation,
More informationTD Bank Group Reports First Quarter 2019 Results
TD Bank Group Reports First Quarter 209 Results Report to Shareholders Three months ended January 3, 209 The financial information in this document is reported in Canadian dollars, and is based on the
More informationTD Bank Group Reports First Quarter 2013 Results
st Quarter 03 Report to Shareholders Three months ended January 3, 03 TD Bank Group Reports First Quarter 03 Results The financial information in this document is reported in Canadian dollars, and is based
More informationQ (Issued August 6, 2008 to reflect new Insurance segment)
Resegmented Supplementary Financial Information Q 008 (Issued August 6, 008 to reflect new Insurance segment) For the period ended April 30, 008 (UNAUDITED) For further information, please contact: Marcia
More informationTD Bank Group Quarterly Results Presentation Q Thursday February 27 th, 2014
TD Bank Group Quarterly Results Presentation Q1 2014 Thursday February 27 th, 2014 Caution Regarding Forward-Looking Statements From time to time, the Bank makes written and/or oral forward-looking statements,
More informationColleen Johnston Chief Financial Officer TD Bank Financial Group. Bank of America Merrill Lynch Banking and Financial Services Conference
Colleen Johnston Chief Financial Officer TD Bank Financial Group Bank of America Merrill Lynch Banking and Financial Services Conference November 10, 2009 Caution regarding forward-looking statements From
More informationTD Bank Group Reports Third Quarter 2018 Results
TD Bank Group Reports Third Quarter 2018 Results Report to Shareholders Three and Nine months ended July 31, 2018 The financial information in this document is reported in Canadian dollars, and is based
More informationTemplate released on February 13, 2018 to reflect the adoption of IFRS 9
Supplementary Financial Information For the Quarter Ended January 31, 2018 Template released on February 13, 2018 to reflect the adoption of IFRS 9 For further information, contact: JILL HOMENUK Head,
More informationFIRSTSERVICE INVESTOR PRESENTATION. October 14, 2004
FIRSTSERVICE INVESTOR PRESENTATION October 14, 2004 Forward-Looking Statements Some of the information contained herein is forward-looking or time sensitive. FirstService Corporation undertakes no obligation
More informationCaution regarding forward-looking statements
BancAnalysts Association of Boston Conference November 6, 2008 Colleen Johnston Group Head Finance & CFO TD Bank Financial Group Caution regarding forward-looking statements From time to time, the Bank
More informationFixed Income Presentation. March 2012
Fixed Income Presentation March 2012 Caution regarding forward looking statements From time to time, the Bank makes written and/or oral forward-looking statements, including in this presentation, in other
More informationTD Bank Group Investor Presentation Q2 2018
TD Bank Group Investor Presentation Q2 2018 Caution Regarding Forward-Looking Statements From time to time, the Bank (as defined in this document) makes written and/or oral forward-looking statements,
More informationTD Bank Group Investor Presentation Q1 2018
TD Bank Group Investor Presentation Q1 2018 Caution Regarding Forward-Looking Statements From time to time, the Bank (as defined in this document) makes written and/or oral forward-looking statements,
More informationBANK FINANCIAL GROUP SUPPLEMENTAL FINANCIAL INFORMATION FOR THE QUARTER ENDED OCTOBER 31, For further information contact:
BANK FINANCIAL GROUP SUPPLEMENTAL FINANCIAL INFORMATION FOR THE ENDED OCTOBER 31, 1999 For further information contact: Dan Marinangeli Don Allan Colm Freyne Scott Lamb FAX # (416) 982-8002 (416) 944-5437
More informationTD Bank Group Investor Presentation Q3 2018
TD Bank Group Investor Presentation Q3 2018 Caution Regarding Forward-Looking Statements From time to time, the Bank (as defined in this document) makes written and/or oral forward-looking statements,
More informationTD Bank Group Investor Presentation Q4 2017
TD Bank Group Investor Presentation Q4 2017 Caution Regarding Forward-Looking Statements From time to time, the Bank (as defined in this document) makes written and/or oral forward-looking statements,
More informationTD Ameritrade Holding Corporation (NYSE: AMTD). Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC/NFA, and TD Ameritrade
TD Ameritrade Holding Corporation (NYSE: AMTD). Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC/NFA, and TD Ameritrade Clearing, Inc., member FINRA/SIPC, subsidiaries of TD Ameritrade
More informationPension Buybacks: Employee Buybacks of Pension Plan Credits
Pension Buybacks: Employee Buybacks of Pension Plan Credits An employee may consider the buyback of pension credit for past service to maximize the value of his or her pension, with a view to retiring
More informationThe Mechanics of Corporate Class
The Mechanics of Corporate Class How Corporate Class works Whether your clients have investments in their corporate accounts, non-registered investments or both, the tax efficiency of their investments
More informationA better HSA. More support. Easy administration HSA Bank. HSA Bank is a division of Webster Bank, N.A.
A better HSA. More support. Easy administration. Topics About HSA Bank HSA Product Features Employer Experience Business Support About HSA Bank Experience CDHC Experience over 15 years One of the first
More informationQ4 13. Supplementary Financial Information. For the Quarter Ended October 31,
Supplementary Financial Information For the Quarter Ended October 31, 2013 Q4 13 www.bmo.com/investorrelations SHARON HAWARD-LAIRD Head, Investor Relations 416.867.6656 sharon.hawardlaird@bmo.com TOM FLYNN
More informationSupplementary Financial Information
Supplementary Financial Information Q4 For the period ended October 31, 2005 For further information, please contact: John Ferren, Vice-President, Investor Relations (416) 980-2088 Francesca Shaw, Senior
More informationThird Quarter 2018 Financial Results Conference Call. August 30 th, 2018
Third Quarter 2018 Financial Results Conference Call August 30 th, 2018 Presenters Agenda Performance highlights and strategic execution Chris Fowler, President & CEO Performance highlights Execution of
More informationSeaCrest Wealth Management, LLC. Form ADV Part 2A Disclosure Brochure
Form ADV Part 2A Disclosure Brochure Effective: March 30, 2016 This Form ADV 2A ( Disclosure Brochure ) provides information about the qualifications and business practices of ( SWM or the Advisor ). If
More informationLaurentian Bank. RÉJEAN ROBITAILLE President and CEO. Forward-Looking Statements
Laurentian Bank RÉJEAN ROBITAILLE President and CEO Scotia Capital Financials Summit 2007 September 11, 2007 Forward-Looking Statements In this document and in other documents filed with Canadian regulatory
More informationSupplementary Financial Information Q For the period ended April 30, 2011 (UNAUDITED) For further information, please contact:
Supplementary Financial Information Q 0 For the period ended April 0, 0 (UNAUDITED) For further information, please contact: Josie Merenda Vice-President & Head, Investor Relations (46) 955-780 josie.merenda@rbc.com
More informationHSBC Bank Canada Investor Presentation March 2007
HSBC Bank Canada Investor Presentation 26-27 March 2007 Sean O Sullivan Chief Operating Officer Graham McIsaac Chief Financial Officer Caution regarding forward-looking statements This document may contain
More informationSupplementary Financial Information Q For the period ended January 31, 2011 (UNAUDITED) For further information, please contact:
Supplementary Financial Information Q 0 For the period ended January, 0 (UNAUDITED) For further information, please contact: Josie Merenda Vice-President & Head, Investor Relations (46) 955-780 josie.merenda@rbc.com
More informationCaution regarding forward-looking statements
Q4 2008 Investor Presentation Thursday December 4, 2008 Caution regarding forward-looking statements From time to time, the Bank makes written and oral forward-looking statements, including in this presentation,
More informationAnnual Results FY 08. May 02, 2008
Annual Results May 02, 2008 1 BUSINESS HIGHLIGHTS SBI Group net profit crosses USD 2.24 Billion (Rs 8,960 crore) SBI Stand-alone Net Profit crosses Rs 6,700 crore Net Profit for at Rs 6,729 crore, up by
More informationNorthwestern Mutual: A Leading Mutually-Owned & AAA Rated Insurance Company with a Captive Sales Force
Financial Institutions Profiles Series Northwestern Mutual: A Leading Mutually-Owned & AAA Rated Insurance Company with a Captive Sales Force (Table of Contents) June 26, 2016 TABLE OF CONTENTS History...
More information