Profile
Mr. Jonathan Shui, CFA, is Vice President at TD Asset Management, Inc. He joined the firm in June 2003 and co-manager of TD Waterhouse Private Investment Counsel.
Mr. Shui was also the primary analyst covering the technology and industrials sectors of the Canadian equities market.
Previously, he supported the Target Return, Canadian Value and Hedge Fund mandates through fundamental analysis and portfolio management responsibilities.
Mr. Shui graduated from the University of Waterloo in 2003 with a B.A.
Sc.
degree in Mechanical Engineering along with a Minor in Economics.
He was awarded the CFA designation in 2006 and completed the Columbia Business School Executive Education Program in Value Investing in 2007.
Former positions of Jonathan Shui
| Companies | Position | End |
|---|---|---|
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Analyst-Equity | - |
Training of Jonathan Shui
| The University of Waterloo | 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 Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Finance |
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