Michael James Yuen
Portfolio Manager-Equities at TD Waterhouse Private Investment Counsel, Inc.
Profile
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.
Michael James Yuen active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2002-03-31 |
Training of Michael James Yuen
| Assiniboine Community College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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