![Lisa Tong](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lisa Tong
Gestore di Portafoglio-Azioni presso
TD Waterhouse Private Investment Counsel, Inc.
Profilo
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.
Posizioni attive di Lisa Tong
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/04/1999 |
Precedenti posizioni note di Lisa Tong
| Società | Posizione | Fine |
|---|---|---|
Canada Trust Financial Services | Corporate Officer/Principal | - |
Formazione di Lisa Tong
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
80
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
