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Lisa Rong Wang

Vice President and Senior Portfolio Manager

  • CFA®
  • CIM
  • FCSI®

"Working together to help you achieve what truly matters to you"

Lisa Wang is a Portfolio Manager with Private Investment Counsel, a division of TD Waterhouse Private Investment Counsel Inc. She provides discretionary investment counseling services to private clients in the greater Vancouver area. Lisa joined TD Bank in 1995 and worked in different positions within the TD Bank Financial Group prior to moving to Private Investment Counsel in 2001. Her previous positions include: Management Trainee at TD Bank, Investment Representative at Green Line Investor Services, and Trading Supervisor at TD Waterhouse Investor Services. In her position at TD Waterhouse Private Investment Counsel, Lisa's primary role is to provide portfolio management to her clients, specifically to develop and implement investment strategies tailored to meet their objectives. She is responsible for the design and delivery of distinctive investment solutions and services to private clients, foundations, and estates and trusts. Lisa graduated from the faculty of Commerce at University of British Columbia, majored in Finance. Furthermore, Lisa has completed various industry courses offered by Canadian Securities Institute and possesses the Canadian Investment Management (CIM) designation. Lisa is a Fellow of the Canadian Securities Institute (FCSI). As well, Lisa has earned the Chartered Financial Analyst (CFA) designation. She is a member of the CFA Institute and CFA Vancouver Society.

ADDITIONAL CONTACT

Toll Free: (800) 807-0105

LANGUAGES

Cantonese, Mandarin

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.

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