Profile
Mr. Andrew A. Peat, CFA, is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. He guides clients to make informed decisions with respect to investment policy, asset allocation, and designs and manages discretionary investment portfolios according to the industry's highest ethical and professional standards.
He joined TD in 1997 and has been a Portfolio Manager since 1999.
For two years, he served on Private Investment Counsel's Strategic Council as well as the Investment Committee, which is responsible for the design and monitoring of the firm's investment mandates.
He holds an Honours Bachelor of Arts degree in Economics from Queen's University and is a Chartered Finanacial Analyst charterholder.
Andrew Alexander Peat active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 1998-12-31 |
Training of Andrew Alexander Peat
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1st degree connections
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| Private companies | 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 |
Queen's University
Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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