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Carlos Cruz

Vice PresidentSenior Portfolio Manager

  • CFA®
  • CIM
  • FCSI®

Working together to help you achieve what truly matters to you

With 15 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations.

As a Portfolio Manager with TD Wealth Private Client Group, I provide a high level of personalized service for my clients. I work with a talented group of specialists and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams.

My role is to create a fully integrated and comprehensive plan for my clients, by ensuring that the appropriate experts are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This partnership is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.

I am a graduate of McEwan University with a Management certificate, and currently completing my accounting degree with the University of Lethbridge.  I hold the Chartered Financial Analyst, Canadian Investment Manager and Fellow of the Canadian Institute designations, and I am also a member in good standing with the CFA Institute.

ADDITIONAL CONTACT

Toll Free: (888) 448-9889
Branch Office: (780) 408-6054

LANGUAGES

English

Please join Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that captures our interest today, and the outlook for TDAM Portfolios.

tdam talks with amol s.jpg   

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

When will the airline industry take off again?

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with David Mau, Portfolio Manager, TD Asset Management, about the long-term implications of the coronavirus on the airline industry and its path to recovery.

Ask MoneyTalk: Can my spousal loan benefit from a lower prescribed rate?

Today's economic environment offers some unique tax strategies that you may want to consider if it fits your situation: Kim Parlee speaks with Tannis Dawson, a High Net Worth Planner at TD Wealth, about the new prescribed loan rate and how couples may be able to take advantage of it.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?