Jo Perez
Trading-Equity at Robert Evans Investment Counsel Ltd.
Profile
Ms. Jo Perez is a Trader at Robert Evans Investment Counsel Ltd.
She joined the firm in September 2005 and brings a wealth of experience in Registered Products.
She is responsible for trading with Ms. Michelle Mark.
Ms. Perez previously worked for TD Waterhouse Institutional Services.
She has a BA in Economics from the University of Toronto.
Jo Perez active positions
| Companies | Position | Start |
|---|---|---|
Robert Evans Investment Counsel Ltd.
 Robert Evans Investment Counsel Ltd. Investment ManagersFinance Robert Evans Investment Counsel Ltd. (Evans Investment Counsel) is an independent investment adviser headquartered in Toronto, Ontario. The firm was founded by Robert D. Evans in 1988. Evans Investment Counsel provides investment management services to a number of high-net-worth individuals, families, private foundations and business owners. | Trading-Equity | 2005-08-31 |
Former positions of Jo Perez
| Companies | Position | End |
|---|---|---|
TD Waterhouse Institutional Services
 TD Waterhouse Institutional Services Investment Banks/BrokersFinance Part of National Bank of Canada, TD Waterhouse Institutional Services is a Canadian company that provides custody, trading, clearing, settlement, and record keeping solutions for portfolio managers. The company is located in Canada. TD Waterhouse Institutional Services was acquired by National Bank of Canada from The Toronto-Dominion Bank on November 12, 2013 for $243.18 million. | Corporate Officer/Principal | - |
Training of Jo Perez
| University of Toronto | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Robert Evans Investment Counsel Ltd.
Robert Evans Investment Counsel Ltd. Investment ManagersFinance Robert Evans Investment Counsel Ltd. (Evans Investment Counsel) is an independent investment adviser headquartered in Toronto, Ontario. The firm was founded by Robert D. Evans in 1988. Evans Investment Counsel provides investment management services to a number of high-net-worth individuals, families, private foundations and business owners. | Finance |
TD Waterhouse Institutional Services
TD Waterhouse Institutional Services Investment Banks/BrokersFinance Part of National Bank of Canada, TD Waterhouse Institutional Services is a Canadian company that provides custody, trading, clearing, settlement, and record keeping solutions for portfolio managers. The company is located in Canada. TD Waterhouse Institutional Services was acquired by National Bank of Canada from The Toronto-Dominion Bank on November 12, 2013 for $243.18 million. | Finance |
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