Carlos Maingat Cruz
Portefeuillebeheerder-Aandelen bij TD Waterhouse Private Investment Counsel, Inc.
Profiel
Mr. Carlos M.
Cruz is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. With over 23 years of financial services and investment experience, he is actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.
His role is to create a fully integrated and comprehensive plan for his clients, by ensuring that the appropriate TD specialists are brought in when required, to apply their knowledge to complex situations.
He holds the Chartered Financial Analyst (CFA), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI®) designations.
He graduated from the University of Lethbridge with a Bachelor of Management (Accounting) degree and completed his Executive Masters in Business Administration at the University of Alberta.
Actieve functies van Carlos Maingat Cruz
| Bedrijven | Functie | Begin |
|---|---|---|
TD Waterhouse Private Investment Counsel, Inc.
 TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Carlos Maingat Cruz
| University of Lethbridge | Undergraduate Degree |
| MacEwan University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
TD Waterhouse Private Investment Counsel, Inc.
TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities. | Finance |
