DISCRETIONARY PORTFOLIO MANAGER
CHARTERED FINANCIAL ANALYST
SPIRITED OPEN-HEARTED CONNECTOR
Vice President and portfolio manager in the private wealth division of Canada’s largest independent Investment Counsellor.
Firm assets under management over $ 90 billion.
We use a multi asset class, multi manager investment platform including alternatives such as real estate and infrastructure to build portfolios for high net worth individuals.
Mother of three teenagers 17-15-14🤦♀️
Hobbies: 🎾⛳️🎿⛷⛸🏊♀️🧘♀️🚴🏌️♀️🏝🏕🎉
———-🤩What I Am Known For🤩———
Connecting and elevating people - love through service—— clear intentions and integrity.
Providing post harvest solutions for founders early in company development phase. Securing profound connections for owners to help accelerate successful outcomes and exits.
🌧🌧🌧🌧🌧🌧
Message me on LinkedIn to connect and if there is any way I can assist you, please reach out.
⬇️⬇️⬇️⬇️ Join our club:
Press on the icon below with the flame : NEW CITY CHATS to join our club.
MONTREAL THOUGHT LEADERS:
NEW CITY CHATS
Invited by: Susan Hum
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Day | Followers | Gain | % Gain |
---|---|---|---|
March 18, 2024 | 663 | +8 | +1.3% |
April 12, 2023 | 655 | -6 | -1.0% |
October 03, 2022 | 661 | +1 | +0.2% |
July 06, 2022 | 660 | +3 | +0.5% |
May 29, 2022 | 657 | -11 | -1.7% |
April 22, 2022 | 668 | +2 | +0.4% |
March 14, 2022 | 666 | +2 | +0.4% |
January 16, 2022 | 664 | +1 | +0.2% |
December 09, 2021 | 663 | -2 | -0.4% |
October 31, 2021 | 665 | +5 | +0.8% |