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TD launches new tool to help self-directed investors gauge sentiment
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TD launches new tool to help self-directed investors gauge sentiment
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Katie Keir
The leadership team at TD Wealth Management and Insurance is getting a shakeup, effective June 14.
Dave Kelly, who’s been senior vice-president and head of TD Wealth Private Wealth Management (TD Wealth PWM) and TD Wealth Financial Planning since 2019, has announced he’s stepping down.
An internal memo from Leo Salom, group head of TD Wealth Management and Insurance, said Kelly “has made the personal decision to leave TD to pursue his entrepreneurial ambitions,” though he will remain active until the end of September to guide the transition and protect “critical client relationships.”
Kelly will be replaced by Paul Clark, who’s worked at the bank for more than 30 years and is currently executive vice-president of Direct Investing, Wealth Delivery, at TD Wealth. The memo said Clark will lead both the wealth advice businesses and assume the title of CEO of TD Waterhouse.