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Profil
Mr. Jean J.
Toupin, CFA MBA, is a Vice President & Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. He has over 30 years of investment and business analysis experience since opening the Saskatchewan offices in 2007.
He provides comprehensive wealth management solutions to individuals and families, estates & trusts, corporations and charitable organizations.
He earned his Bachelor of Commerce degree specializing in Accounting from the University of Calgary in 1982 and an MBA in Information Technology Management from Athabasca University in 2007.
Mr. Toupin earned his Chartered Financial Analyst (CFA) designation in 1995.
Anciens postes connus de Jacques Toupin
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/05/2019 |
Formation de Jacques Toupin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
Athabasca University
 Athabasca University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
