Niall Daniel Merrilees

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. Niall D.
Merrilees, CFA, is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. With over 20 years of financial services and investment experience, he is focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.
He also provides a high level of personalized service for clients.
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 investment management, to estate planning, and to credit and insurance needs.
This partnership is crucial to client's needs evolving from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
He received his Bachelor of Arts degree in Economics from the University of Toronto.
He also holds Fellow of the Canadian Securities Institute (FCSI) designation.

Precedenti posizioni note di Niall Daniel Merrilees

Società	Posizione	Fine
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.	Gestore di Portafoglio-Azioni	03/08/2018

Vedi nel dettaglio l'esperienza di Niall Daniel Merrilees

Formazione di Niall Daniel Merrilees

University of Toronto

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private