Carlo M. de Rose
Portfolio Manager-Equities at Connor, Clark & Lunn Private Capital Ltd.
Profile
Mr. Carlo M.
de Rose is a Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd.
He has extensive financial services experience gained over 25 years in executive retail banking at TD Canada Trust and in wealth management at Assante.
Most recently, he worked at TD Waterhouse where he headed up the Private Client Group, gaining in-depth experience in serving the needs of affluent clients.
He has also served on the board of the Juvenile Diabetes Research Foundation for 15 years.
Mr. De Rose holds a B.Comm.
from Concordia University and a certificate from McGill in Urban Land economics and Real Estate Investment Analysis.
Carlo M. de Rose active positions
| Companies | Position | Start |
|---|---|---|
Connor, Clark & Lunn Private Capital Ltd.
 Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance Founded in 1997, Connor, Clark & Lunn Private Capital Ltd., a subsidiary of Connor, Clark & Lunn Financial Group, is an investment advisor headquartered in Vancouver, British Columbia. The firm manages assets for individuals, foundations and first nations | Portfolio Manager-Equities | - |
Former positions of Carlo M. de Rose
| Companies | Position | End |
|---|---|---|
TD Waterhouse Canada, Inc.
 TD Waterhouse Canada, Inc. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, TD Waterhouse Canada, Inc. is a Canadian company that offers investment services to individuals. The company is based in Toronto, Canada. The company's services cater to those who are just starting out, those who prefer to work with an experienced professional, and those who want to take control as a self-directed investor. | Corporate Officer/Principal | - |
TD Canada Trust Co.
 TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
Training of Carlo M. de Rose
| Concordia University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance Founded in 1997, Connor, Clark & Lunn Private Capital Ltd., a subsidiary of Connor, Clark & Lunn Financial Group, is an investment advisor headquartered in Vancouver, British Columbia. The firm manages assets for individuals, foundations and first nations | Finance |
TD Canada Trust Co.
TD Canada Trust Co. Investment Banks/BrokersFinance TD Canada Trust provides personal and commercial banking services. It engages in convenient and secured way to business banking, investment and credit needs. The company is headquartered in Toronto, Canada. | Finance |
TD Waterhouse Canada, Inc.
TD Waterhouse Canada, Inc. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, TD Waterhouse Canada, Inc. is a Canadian company that offers investment services to individuals. The company is based in Toronto, Canada. The company's services cater to those who are just starting out, those who prefer to work with an experienced professional, and those who want to take control as a self-directed investor. | Finance |
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