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 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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Carlos Maingat Cruz
| University of Lethbridge | Undergraduate Degree |
| MacEwan University | Graduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |
