Profil
Ms. Bhupinderjeet K.
Dhillon, CFA MBA, is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. She has over 25 years of investment industry experience, including investment management, portfolio analysis and product management.
She is responsible for the design and delivery of distinctive investment management solutions and services to private clients, corporations, individual pension plans and trusts.
Her primary role is to provide investment counsel to her clients, specifically to develop and implement investment strategies tailored to meet their individual needs.
She is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the Toronto CFA Society.
She graduated from the University of Calgary with a Bachelor of Commerce degree and from Simon Fraser University with a Masters in Business Administration (MBA).
Postes actifs de Jeet Dhillon
| 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 | 01/08/2004 |
Formation de Jeet Dhillon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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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 |
Simon Fraser University
Simon Fraser University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Calgary
University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















