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Carlos Maingat Cruz
Gestionnaire de Portefeuille-Actions chez
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.
Postes actifs de Carlos Maingat Cruz
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Carlos Maingat Cruz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
58
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 Lethbridge
 University of Lethbridge Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MacEwan University
 MacEwan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
