TD bank field trip

TD Bank's vision is to be the best retail bank in North America. TD Bank is founded on six guiding principles - " Be Customer Driven, Respect Each Other, Execute with Excellence, Know Our Business, Enhance Our Brand, Increase Shareholder Value". For my field trip I went to TD Bank to interview Ken Vashisht. Ken is a certified financial planner and has completed his financial management program full time at BCIT. He is currently working for …

…referrals to Wealth Partners/Insurance as measured by TD Leads and insurance reporting * 10-20% of NAG from referral sources outside of retail, ie. COI's, own client base, other TDBFG partners * TD Leads SLA to be at 90% or higher I learned a great deal about financial planning from this interview and am very thankful to Ken for providing me with all of this important and key information that can be useful for me in the future.