David Terry is currently the SVP of Savings, Investing and Advice at CIBC, where they lead a team to enhance digital and in-person client experiences. Previously, they held various senior roles at TD, including Vice President of Wealth Operations and Centralized Sales Support, and Head of TD Wealth Financial Planning, focusing on empowering clients through tailored financial strategies. With over 25 years in the financial services industry, David has emphasized the importance of understanding client needs and integrating behavioral finance principles into wealth management. They earned an MBA in Business Administration from Dalhousie University.
This person is not in the org chart
This person is not in any teams
This person is not in any offices