John Joseph Kys

John Joseph Kys

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Finance
Consumer Services

Perfil

Mr. John J.
Kys is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. With over 30 years of financial services and investment experience, he is actively focused on providing comprehensive investment and wealth management solutions to individuals and families, estates &trusts, and charitable and business organizations.
He provides a high level of personalized service for his clients.
As an accredited portfolio manager, his expertise lies in providing customized discretionary investment management solutions.
Beginning with a thorough discovery process, he provides tailored portfolio management solutions with emphasis on risk control and asset allocation.
His role is to create a fully integrated and comprehensive plan for his clients, by ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation.
This can range from business succession planning, tax, estate planning, and to credit and insurance needs.
He received his Bachelor of Commerce and Bachelor of Arts degrees from the University of Windsor.
He also holds the Chartered Investment Manager and Professional Financial Planner designations.

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Gestor de Cartera-Acciones 01/05/2024
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