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Raymond Velarde Cruz
Gestionnaire de Portefeuille-Actions chez
TD Waterhouse Private Investment Counsel, Inc.
Profil
Mr. Raymond V.
Cruz, CFA, 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 and trusts, and charitable and business organizations.
He a CFA charterholder, and I also hold the Certified Financial Planner designation.
Postes actifs de Raymond Velarde 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 | 01/07/2007 |
Formation de Raymond Velarde Cruz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 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 |
The Schulich School of Business
 The Schulich School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
