TD Securities Executive and Leadership Team

September, 2026

Leadership Overview

TD Securities has 10 executives leading key functions including administrative strategy, capital markets management, and financial oversight.

Focused on delivering comprehensive capital market solutions, TD Securities empowers global institutions through expert underwriting, strategic advisory services, and robust trading execution to drive long-term economic growth.

Leadership Roles at TD Securities

  • Executive Assisant To Chairman and Chief Executive Officer - Helen Tan
  • Chief Financial Officer - Xihao Hu
  • Managing Director - Matthew Boelen
  • Managing Director - Nicholas Ward
  • Managing Director - Nadine Yang
  • Managing Director - Julianne Llanes
  • Managing Director - David Manii
  • Managing Director - Nancy Malik
  • Managing Director - Joseph Weisbord
  • Managing Director - Samuel Wallach
  • Helen Tan - Executive Assisant To Chairman and Chief Executive Officer

    Helen Tan, the Executive Assisant To Chairman and Chief Executive Officer at TD Securities, manages high-level communications and operational workflows for the executive office. By coordinating complex schedules and facilitating interactions between the Chairman and external stakeholders, the Executive Assisant To Chairman and Chief Executive Officer ensures seamless alignment with corporate objectives. This role demands precise attention to detail while supporting the strategic vision of the firm. Helen Tan maintains rigorous standards for information flow, enabling the leadership team to focus on capital market products and services. Through proactive management of executive priorities, the Executive Assisant To Chairman and Chief Executive Officer optimizes the efficiency of the firm's top-tier decision-making processes. This position remains vital for maintaining the organizational rhythm necessary to support global clients and institutional partners across diverse financial landscapes.

    Xihao Hu - Chief Financial Officer

    Xihao Hu, the Chief Financial Officer at TD Securities, manages the firm's financial health, including capital allocation, budgeting, and financial reporting. By overseeing the fiscal strategy, the Chief Financial Officer ensures that the firm maintains the necessary resources to support its global capital market products and services. This role involves collaborating with the Board and other C-suite leaders to align financial goals with the firm's long-term growth objectives. Xihao Hu directs the analysis of financial performance, providing insights that drive strategic decision-making across all divisions. The Chief Financial Officer monitors market conditions to optimize the firm's balance sheet and ensure regulatory compliance. Through rigorous financial oversight and planning, the Chief Financial Officer supports the firm's ability to provide consistent value to its institutional clients. This leadership position remains central to the firm's operational stability and strategic success.

    Matthew Boelen - Managing Director

    Matthew Boelen, the Managing Director at TD Securities, directs large-scale debt underwriting initiatives for corporate clients. Overseeing complex equity distribution strategies, the Managing Director ensures that institutional needs receive tailored financial solutions. This leadership role involves navigating volatile market conditions to secure optimal outcomes for government and corporate entities. Matthew Boelen maintains deep relationships with global investors, facilitating the successful execution of new debt and equity issues. By aligning internal resources with the specific capital requirements of clients, the Managing Director drives significant revenue growth. This position requires constant monitoring of global economic trends to provide actionable advice on strategic acquisitions and divestitures. Through disciplined risk management and market analysis, the Managing Director supports the firm's reputation as a premier provider of capital market services across international borders.

    Nicholas Ward - Managing Director

    Nicholas Ward, the Managing Director at TD Securities, leads the strategic advisory division focused on mergers and acquisitions. By providing expert guidance on divestitures and corporate restructuring, the Managing Director enables clients to achieve long-term value creation. This role involves collaborating with cross-functional teams to evaluate market opportunities and execute complex financial transactions. Nicholas Ward manages high-stakes negotiations, ensuring that every deal aligns with the broader institutional goals of the firm. The Managing Director oversees the development of bespoke financial models that support informed decision-making for corporations and governments. Through rigorous analysis of industry shifts, the Managing Director identifies emerging trends that impact global capital markets. This leadership function remains essential for maintaining the firm's competitive edge in providing sophisticated advisory services to a diverse, international client base.

    Nadine Yang - Managing Director

    Nadine Yang, the Managing Director at TD Securities, oversees the daily trading operations and investment execution for institutional portfolios. By managing liquidity and market access, the Managing Director ensures that clients receive efficient and reliable service for all trading needs. This role requires constant engagement with global markets to mitigate risk and capitalize on investment opportunities. Nadine Yang directs the implementation of advanced trading technologies that enhance execution speed and accuracy. The Managing Director coordinates with internal stakeholders to align trading strategies with the firm's broader capital market objectives. Through meticulous oversight of market activities, the Managing Director supports the financial stability of institutional partners. This leadership position drives operational excellence by maintaining a focus on high-volume, high-value transactions that define the firm's market presence.

    Julianne Llanes - Managing Director

    Julianne Llanes, the Managing Director at TD Securities, manages the distribution of equity products to a global network of institutional investors. By architecting comprehensive sales strategies, the Managing Director ensures that new equity issues reach the appropriate market segments. This role involves deep collaboration with the underwriting teams to align product offerings with investor demand. Julianne Llanes monitors market sentiment and regulatory changes to provide strategic insights that guide client investment decisions. The Managing Director oversees the expansion of the firm's reach into emerging markets, facilitating cross-border capital flows. Through consistent engagement with key stakeholders, the Managing Director maintains strong relationships that support the firm's underwriting capabilities. This leadership function remains critical for driving the success of equity offerings and ensuring the firm's continued growth in the competitive global finance sector.

    David Manii - Managing Director

    David Manii, the Managing Director at TD Securities, leads the fixed income division, focusing on the underwriting and distribution of debt securities. By managing relationships with government and corporate issuers, the Managing Director ensures the successful placement of debt instruments in global markets. This role involves analyzing interest rate environments and credit risks to provide sound financial advice. David Manii oversees the development of innovative debt structures that meet the specific funding requirements of institutional clients. The Managing Director coordinates with trading desks to ensure liquidity and efficient pricing for all debt products. Through strategic planning and market engagement, the Managing Director supports the firm's objective of providing comprehensive capital market solutions. This leadership position remains vital for maintaining the firm's strong position in the global fixed income landscape.

    Nancy Malik - Managing Director

    Nancy Malik, the Managing Director at TD Securities, directs the institutional client services division, focusing on relationship management and service delivery. By ensuring that corporations and governments receive tailored capital market products, the Managing Director drives client satisfaction and retention. This role involves overseeing the integration of advisory and trading services to provide a seamless experience for institutional partners. Nancy Malik manages cross-functional teams to address complex client needs and deliver high-value financial solutions. The Managing Director monitors market performance and client feedback to refine service offerings and maintain a competitive advantage. Through proactive engagement and strategic oversight, the Managing Director supports the firm's mission of providing expert financial guidance. This leadership function remains essential for building long-term partnerships and expanding the firm's influence in global capital markets.

    Joseph Weisbord - Managing Director

    Joseph Weisbord, the Managing Director at TD Securities, oversees the strategic development of capital market products for the North American market. By analyzing regional economic trends, the Managing Director identifies opportunities for growth and service expansion. This role involves collaborating with internal departments to ensure that product offerings align with the evolving needs of corporate and institutional clients. Joseph Weisbord manages the execution of complex financial projects, ensuring that all initiatives meet the firm's rigorous standards for quality and compliance. The Managing Director coordinates with the broader leadership team to align regional strategies with global objectives. Through disciplined management and market insight, the Managing Director drives operational efficiency and supports the firm's commitment to providing superior capital market services. This position remains critical for maintaining the firm's strong market position across the continent.

    Samuel Wallach - Managing Director

    Samuel Wallach, the Managing Director at TD Securities, leads the risk management and compliance oversight for capital market activities. By implementing robust frameworks, the Managing Director ensures that all trading and underwriting operations adhere to global regulatory standards. This role involves evaluating potential risks associated with complex financial transactions and providing guidance to mitigate exposure. Samuel Wallach coordinates with legal and operational teams to maintain the integrity of the firm's financial services. The Managing Director monitors market volatility and internal processes to identify areas for improvement and risk reduction. Through diligent oversight and strategic planning, the Managing Director supports the firm's commitment to stability and ethical conduct. This leadership function remains essential for protecting the firm's reputation and ensuring the long-term success of its capital market operations in a complex global environment.

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    Frequently Asked Questions Regarding TD Securities Top Executives and Leadership Team

    Who leads TD Securities?
    TD Securities is led by Helen Tan (Executive Assisant To Chairman and Chief Executive Officer), along with executives such as Xihao Hu (Chief Financial Officer) and Matthew Boelen (Managing Director).
    Who is part of TD Securities’s executive team?
    The executive team of TD Securities includes leaders such as Helen Tan (Executive Assisant To Chairman and Chief Executive Officer), Xihao Hu (Chief Financial Officer), Matthew Boelen (Managing Director) and other senior executives.
    How many executives does TD Securities have?
    TD Securities has 10 executives leading key business areas.
    What roles are included in TD Securities’s leadership team?
    The leadership team of TD Securities includes roles such as Executive Assisant To Chairman and Chief Executive Officer, Chief Financial Officer, Managing Director, Managing Director, Managing Director.