Lisa Tong

Gestor de Cartera-Acciones en

TD Waterhouse Private Investment Counsel, Inc.

Finance

Consumer Services

Perfil

Ms. Lisa Tong, CFA, is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. With over 20 years of financial services, business and investment experience, she is actively focused on providing discretionary investment management services to high net worth individuals and families, estates & trusts, and charitable and business organizations.
She has experience dealing with complex financial, tax and estate planning issues, including business succession planning and leveraged insurance solutions.
Ms. Tong joined TD Wealth Private Investment Counsel in April of 1999 after beginning her career with Canada Trust in 1993 and then continuing with TD Canada Trust after the companies merged.
Her foundational knowledge was built through her previous career positions including Financial Advisor and Client Service Associate.
She received her Bachelor of Arts degree in Economics from the University of Calgary.
She has completed the Investment Funds, Professional Financial Planning and Canadian Securities Courses.
She is a member of the CFA Institute and the Calgary CFA Society.

Cargos activos de Lisa Tong

Empresas	Cargo	Inicio
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.	Gestor de Cartera-Acciones	01/04/1999

Todos los cargos activos de Lisa Tong

Antiguos cargos conocidos de Lisa Tong.

Empresas	Cargo	Fin
Canada Trust Financial Services	Corporate Officer/Principal	-

Ver el detalle de la experiencia de Lisa Tong.

Formación de Lisa Tong.

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Lisa Tong.

Relaciones

Relaciones de 1er grado

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas	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
University of Calgary University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Canada Trust Financial Services