Nicholas McNally took the leap to TD Wealth to become the new Manager, Strategy & Planning. His duties include overseeing the wealth management strategy and competitive analysis.
McNally has cultivated close relations with segregated fund and life insurance product distributors across Canada, including national accounts and MGAs. The ranking of these distributors, by assets under management and net segregated fund sales, for example, is central to the analyses done by the Investor Economics division of ISS Market Intelligence (formerly Strategic Insight).
Versatile analyst
Since joining the Investor Economics division of ISS in 2015 as an analyst, McNally rose to the rank of consultant before leaving the firm in October. He began his career in 2012 at Manulife Securities.