Lisa Tong
Portefeuillebeheerder-Aandelen bij TD Waterhouse Private Investment Counsel, Inc.
Profiel
Ms. Lisa Tong, CFA, is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. With over 20 years of financial services, business and investment experience, she is actively focused on providing discretionary investment management services to high net worth individuals and families, estates & trusts, and charitable and business organizations.
She has experience dealing with complex financial, tax and estate planning issues, including business succession planning and leveraged insurance solutions.
Ms. Tong joined TD Wealth Private Investment Counsel in April of 1999 after beginning her career with Canada Trust in 1993 and then continuing with TD Canada Trust after the companies merged.
Her foundational knowledge was built through her previous career positions including Financial Advisor and Client Service Associate.
She received her Bachelor of Arts degree in Economics from the University of Calgary.
She has completed the Investment Funds, Professional Financial Planning and Canadian Securities Courses.
She is a member of the CFA Institute and the Calgary CFA Society.
Actieve functies van Lisa Tong
| 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 | 01-04-1999 |
Eerdere bekende functies van Lisa Tong
| Bedrijven | Functie | Einde |
|---|---|---|
| Canada Trust Financial Services | Corporate Officer/Principal | - |
Opleiding van Lisa Tong
| University of Calgary | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
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 |
| Canada Trust Financial Services |
