Carlos Maingat Cruz
Portfolio Manager-Aktien bei TD Waterhouse Private Investment Counsel, Inc.
Profil
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.
Aktive Positionen von Carlos Maingat Cruz
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | - |
Ausbildung von Carlos Maingat Cruz
| University of Lethbridge | Undergraduate Degree |
| MacEwan University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
