Rebecca Tam
Gestionnaire de Portefeuille-Actions chez TD Waterhouse Private Investment Counsel, Inc.
Profil
Ms. Rebecca Tam, CFA, is a Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. Her expertise is working with clients to create a customized discretionary wealth management solution tailored to each unique client scenario.
She has over 15 years of experience in the financial services industry, dedicated to working with individuals and families, corporations, not-for-profits, estates and trusts.
She holds the Chartered Financial Analyst (CFA) Designation and the Canadian Investment Manager (CIM) designation.
Postes actifs de Rebecca Tam
Sociétés | Poste | Début |
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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 | 01/06/2007 |
Formation de Rebecca Tam
University of Ottawa | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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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 |