Profile
Mr. Tyler J.
Simms, CFA, is a Portfolio Manager at McLean & Partners Wealth Management Ltd.
Mr. Simms joined McLean & Partners in September 2011.
Before that, he spent 3 years as Senior Analyst of Investment Strategy with the Commonwealth Bank of Australia in Sydney.
He was Senior Analyst, Solutions with ATB Investment Management from and spent five years with Pengrowth Management Ltd.
He began his career in wealth management with TD Asset Management as an Investment Specialist.
Mr. Simms has completed the Professional Financial Planning course through the Canadian Securities Institute and he graduated from the University of Calgary’s Haskayne School of Business.
He is also a CFA Charterholder.
Former positions of Tyler James Simms
| Companies | Position | End |
|---|---|---|
| COMMONWEALTH BANK OF AUSTRALIA | Corporate Officer/Principal | - |
ATB Investment Management, Inc.
 ATB Investment Management, Inc. Investment ManagersFinance ATB Investment Management, Inc. (ATBIM) is a Canadian portfolio and investment fund manager headquartered in Edmonton, Alberta. The firm was founded in 2002 and is a wholly owned subsidiary of government-owned ATB Financial. ATBIM provides investment advice, wealth planning and management services for individuals, businesses and institutions. | Analyst-Equity | 31/12/2007 |
| Pengrowth Management Ltd. | Sales & Marketing | - |
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Analyst-Equity | - |
CWB Wealth Partners Ltd.
 CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Portfolio Manager-Equities | - |
Training of Tyler James Simms
| University of Calgary | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| COMMONWEALTH BANK OF AUSTRALIA | Finance |
| Private companies | 4 |
|---|---|
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Finance |
ATB Investment Management, Inc.
ATB Investment Management, Inc. Investment ManagersFinance ATB Investment Management, Inc. (ATBIM) is a Canadian portfolio and investment fund manager headquartered in Edmonton, Alberta. The firm was founded in 2002 and is a wholly owned subsidiary of government-owned ATB Financial. ATBIM provides investment advice, wealth planning and management services for individuals, businesses and institutions. | Finance |
| Pengrowth Management Ltd. | |
TD Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Finance |
- Stock Market
- Insiders
- Tyler James Simms
