Thomas Jędrej, LLM, ICD.D, FEA, CBDA

Inquirer
DISC Type : dc

Private Wealth Management Speaking Engagements at Private Wealth

Greater Toronto Area, Canada

Overview

Thomas is a Chief Wealth Strategist with over 25 years of experience in wealth management, specializing in Ultra High Net Worth and Family Office segments. Educated at Harvard Business School and Osgoode Hall Law School, he is recognized for his deep knowledge, professionalism, and client-centric passion.

Outside of his professional life, Thomas is a dedicated philanthropist and adventurer. He has been actively involved with the True Patriot Love Foundation, supporting Canadian veterans, and has chaired the Professional Advisors Council for the SickKids Foundation, demonstrating a strong commitment to community leadership.

He successfully climbed Lobuche East in the Himalayas, raising over $90, 000 as part of a team goal to support the veteran community.

Personality Overview

Demanding

Hard To Convince

Upfront

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Topics They Care About

UHNW Client Strategy
Specializes in comprehensive wealth management and complex financial solutions for ultra-high-net-worth families and family offices.
Private Markets
A sought-after speaker and panel moderator on the topic of private market investments, indicating current expertise and focus.
Non-Profit Governance
Has extensive experience leading non-profit boards and governance committees for organizations like SickKids Foundation and a large Donor Advised Fund.

Media Appearances

Thomas has no verified media appearances

Work History

2024
Private Wealth Management Speaking Engagements at Private Wealth
2023
Executive Management Consultant at Freelance
2021 - 2023
Director & Ontario Region Wealth Advisor, TD Family Office at TD
2020 - 2023
Director, Private Giving Foundation (Donor Advised Fund) at TD
2013 - 2023
Private Client Wealth Advisor (UHNW) & Team Lead at TD

Education

3-2022 - 3-2022
Leadership for Senior Executives from Harvard Business School
2018 - 2020
Master of Laws - LLM from York University - Osgoode Hall Law School

More Information

Social Presence :

Prographics :

Exp : 23 Location : Greater Toronto Area, Canada Job Level : Senior Designation : Private Wealth Management Speaking Engagements at Private Wealth
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Insights For Selling To Thomas

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Thomas

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Thomas move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Thomas take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Thomas

Personality Compatibility


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