Jacques Toupin

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Consumer Services

Finance

Profile

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.

Former positions of Jacques Toupin

Companies	Position	End
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	01/05/2019

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Private companies	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