TD Bank U.S. announced a new leader to its wealth management division, Hardeep Walia.
Walia, a 25-year leader in wealth management and technology, will lead the next phase of growth and innovation across the bank’s U.S.-based wealth management business. The founder and former CEO of Motif Investing, Walia spent a decade building and scaling a brokerage and investment management platform that offered thematic portfolios, direct indexing, and technology-enabled investing solutions.
“Hardeep is bringing to TD a powerful combination of wealth management expertise, entrepreneurial leadership and technology innovation,” Leo Salom, president and CEO of TD Bank U.S., said “His ability to translate innovation into trusted, scalable client solutions will be vital as we grow our advice-led relationships, strengthen our digital investing capabilities, and deliver more personalized experiences for clients.”
Officials said under Walia’s leadership, TD Wealth U.S. will continue expanding holistic advice and financial planning capabilities while enhancing digital investing experiences and strengthening the connection between banking and wealth services.
“TD has a strong foundation, a talented team, and a deep commitment to helping clients achieve their financial goals,” Walia said. “The opportunity ahead is to bring together trusted advice, innovative technology and the full breadth of TD’s capabilities. I look forward to working across the bank to deepen client relationships and make financial advice accessible to more people at every stage of their lives.”
Walia will assume the position effective Oct. 5, and will report directly to Salom.