TD Greystone Asset Management claims compliance with the Global Investment Performance Standards (GIPS). A GIPS® compliant presentation is available upon request. TD Greystone Asset Management has been independently verified for the period January 1, 2000 to December 31, 2018. The verification report(s) is/are available upon request. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS® standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS® standards. Verification does not ensure the accuracy of any specific composite.
TD Greystone Asset Management provides investment management services to institutional clients. Total firm assets under management (AUM) are the aggregate of all discretionary and non-discretionary accounts managed by TD Greystone Asset Management, including both fee paying and non-fee paying. Wrap accounts are not included in the calculation of total firm AUM.
To receive a complete list of composite descriptions or obtain a compliant presentation that adheres to the GIPS® standards, contact:
Sean Collins, CFA
Vice President and Director, Institutional Relationships,
TD Greystone Asset Management
416-309-2183 | email@example.com
Management of the TD Greystone Institutional Relationships Team, including business development and client service
Career began: 1993
At TD Greystone: 2009
Investment Solutions Executive, Sun Life Financial Group Retirement Services; Consultant/ investment analyst, Hewitt/James P Marshall
B.Comm., Ryerson University; Chartered Financial Analyst