![John Joseph Kys](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. John J.
Kys is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. With over 30 years of financial services and investment experience, he is actively focused on providing comprehensive investment and wealth management solutions to individuals and families, estates &trusts, and charitable and business organizations.
He provides a high level of personalized service for his clients.
As an accredited portfolio manager, his expertise lies in providing customized discretionary investment management solutions.
Beginning with a thorough discovery process, he provides tailored portfolio management solutions with emphasis on risk control and asset allocation.
His role is to create a fully integrated and comprehensive plan for his clients, by ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation.
This can range from business succession planning, tax, estate planning, and to credit and insurance needs.
He received his Bachelor of Commerce and Bachelor of Arts degrees from the University of Windsor.
He also holds the Chartered Investment Manager and Professional Financial Planner designations.
Ehemalige bekannte Positionen von John Joseph Kys
| Unternehmen | Position | Ende |
|---|---|---|
TD Waterhouse Private Investment Counsel, Inc.
 TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TDWPIC aims to provide superior risk-adjusted investment returns over the long term. They diversify portfolios to potentially reduce overall volatility. Clients' holdings are diversified across asset classes, sectors, industries, geographic regions and often management styles, according to the client's specific objectives. The firm performs comprehensive research into the securities selected. While they take overriding economic trends into account, more emphasis is placed on research into each individual company. | Portfolio Manager-Aktien | 01.05.2024 |
Ausbildung von John Joseph Kys
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
25
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
TD Waterhouse Private Investment Counsel, Inc.
TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TDWPIC aims to provide superior risk-adjusted investment returns over the long term. They diversify portfolios to potentially reduce overall volatility. Clients' holdings are diversified across asset classes, sectors, industries, geographic regions and often management styles, according to the client's specific objectives. The firm performs comprehensive research into the securities selected. While they take overriding economic trends into account, more emphasis is placed on research into each individual company. | Finance |
University of Windsor
 University of Windsor Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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