TD Bank U.S. Appoints Hardeep Walia as Head of U.S. Wealth Management

Walia brings over 25 years of experience in wealth management and technology. He is the founder and former CEO of Motif Investing, where he developed a brokerage and investment management platform focused on thematic portfolios and technology-driven investing. Following the acquisition of Motif by Charles Schwab, Walia led Schwab’s Personalized Investing Engineering organization and oversaw enterprise AI initiatives.

Leo Salom, President and CEO of TD Bank U.S., highlighted Walia's wealth management expertise and innovative leadership. Salom noted that Walia's skills in transforming innovation into scalable client solutions will be crucial for enhancing advice-led relationships and digital investing capabilities.

Under Walia’s leadership, TD Wealth U.S. plans to expand its holistic financial planning and digital investing experiences, reinforcing the integration of banking and wealth services for client accessibility.

Walia expressed enthusiasm for his new role, acknowledging TD's strong foundation and commitment to helping clients meet their financial goals. He aims to merge trusted advice with innovative technology to deepen client relationships.

Earlier in his career, Walia held senior roles at Microsoft and has served on the Technology Advisory Committee and Small Firm Advisory Board for FINRA. He possesses Series 7, 24, and 63 licenses, holds an MBA from the Wharton School of the University of Pennsylvania, and a B.S. from Yale University.

TD Bank U.S. is part of The Toronto-Dominion Bank and serves over 10 million clients across approximately 1,050 locations in the U.S., offering a full range of retail and commercial banking services.