Jason McCarthy
Portfolio Manager-Equities at TD Waterhouse Private Investment Counsel, Inc.
Profile
Mr. Jason McCarthy, CFA, is a Senior Portfolio Manager at TD Waterhouse Private Investment Counsel, Inc. With over 25 years of investment experience, he provides a high level of personalized service for our clients.
He works with a talented group of TD specialists and has complete access to their expertise as well as the vast resources of TD Bank Group.
His role is to create a fully integrated and comprehensive plan for our clients by ensuring that the appropriate specialists are brought in when required to apply their specialized knowledge to a particular situation.
Mr. McCarthy has lectured for seven years with courses focusing on both the theoretical and practical aspects of investment management at Concordia University.
He earned a Bachelor of Commerce degree from Concordia University's John Molson School of Business.
He has completed the Canadian Securities, Futures and Options Trading and Canadian Commodity Supervisors Courses and a member in good standing with the CFA Institute.
Jason McCarthy 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 | - |
Training of Jason McCarthy
| John Molson School of Business | 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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