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Michael James Yuen
Portefeuillebeheerder-Aandelen bij
TD Waterhouse Private Investment Counsel, Inc.
Profiel
Mr. Michael J.
Yuen, CFA, is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. His previous financial positions include Account Manager, Client Service Associate, and Tax Preparer.
He joined the Calgary, Alberta team in 2002 and has more than 20 years of investment industry experience.
He is responsible for the discretionary investment management and administrative oversight of his high net worth clients.
He assesses client investment objectives and guidelines prior to developing detailed Investment Policy Statements that balance risk tolerance with return requirements.
He is presently responsible for the design and delivery of distinctive investment management solutions for clients in Calgary and throughout Alberta.
He is a graduate of Assiniboine Community College.
Actieve functies van Michael James Yuen
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-04-2002 |
Opleiding van Michael James Yuen
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| Bedrijven in privébezit | 2 |
|---|---|
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 |
Assiniboine Community College
 Assiniboine Community College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
