Leadership

Jeff Robertson, CFA

Vice President Wealth & Head of Global Operations, Strategy & Enablement, TD Asset Management Inc.

Jeff is the Head of Global Operations, Strategy & Enablement. In this role, he is responsible for oversight and leadership of the Asset Management Global Operations and Strategy, enabling the firm to deliver best-in-class client and colleague experience. His team is responsible for leading and building best-in-class global operations and processes with a view to continuous improvement, operational excellence, end-to-end process optimization, automation and economies of skill and scale.  Jeff oversees the Asset Management Journey responsible for the end-to-end client lifecycle. He works with platforms and technology to build and deliver on the infrastructure roadmap for the firm and delivers on the firm's objectives and key results. Jeff is responsible for building the business and operational strategy to provide best-in-class client experiences by leveraging industry best practices, emerging technologies and process improvement. He leads the development of new retail and institutional products and innovations to meet client needs.  Previously, Jeff was President & Chief Operating Officer for Greystone Managed Investments, where he was responsible for the firm's day-to-day operations, including the strategic oversight of distribution, marketing, technology, compliance, investment operations and HR.  Jeff holds a B.Admin from the University of Regina and is a member of the firm's Operating Committee.