Wholesale Banking - Positioned for Growth
Growing Platform / North American Scale
2000-2004- A Canadian Leader
•
Acquisition of Canada Trust (2000)
TD Waterhouse privatization (2001)
Increasing Retail Focus and U.S. Expansion
2005-2010 - Building U.S. Platform
•
TD Waterhouse USA / Ameritrade
transaction (2006)
Privatization of TD Banknorth (2007)
•
Commerce Bank acquisition and
integration (2008-2009)
Riverside and TSFG acquisition
(2010)
2011-2015-Acquiring Assets
•
Acquired Chrysler Financial auto
finance portfolio (2011)
•
Acquired MBNA credit card portfolio
(2011)
Launched strategic cards portfolio
program with acquisition of Target
(2012) and Nordstrom (2015) credit
card portfolios
Became primary issuer of Aeroplan
Visa and acquired 50% of CIBC's
Aeroplan portfolio (2014)
New Capabilities and Partnerships
•
•
Acquired Epoch (2013)
Acquired Scottrade Bank in connection
with TD Ameritrade's acquisition of
Scottrade (2017)
Acquired Layer 6 and Greystone (2018)
Entered into Air Canada Credit Card
Loyalty Program Agreement (2018)
Acquired ownership stake in Schwab
following Schwab's acquisition of TD
Ameritrade (2020)
Acquired Wells Fargo's Canadian Direct
Equipment Finance business (2021)
TD
From Traditional Dealer to Client-Focused North American Dealer
2000-2004 Foundation for Growth
•
-
Acquisition of Newcrest Capital
(2000)
2005-2010- Client-focused Dealer
Strategically exited select businesses
(structured products, non-franchise
credit, proprietary trading)
2011-2017 - Building in the U.S.
•
.
Partnering with TD Bank, America's
Most Convenient BankⓇ to expand
U.S. presence (2012)
Achieved Primary Dealer status in
the U.S.1 (2014)
Expanded product offering to U.S.
clients and grew our energy sector
presence in Houston (2015-2016)
Acquired Albert Fried & Company, a
New York-based broker-dealer
(2017)
Integrated North American dealer
franchise with global reach
•
•
•
Broadened global market access to
clients by opening offices in Tokyo
and Boston (2018)
Expanded U.S. real estate banking
franchise with addition of Kimberlite
Group advisory team (2020)
Acquired Headlands Tech Global
Markets' electronic fixed income
trading business (2021)
Completed acquisition of Cowen
(2023)
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