Anne Pricilla Wildfong
Corporate Officer/Principal bij Family Firm Institute, Inc.
Profiel
Ms. Anne P.
Wildfong is a Member at Family Firm Institute, Inc. and a Private Wealth Advisor & Portfolio Manager at CWB Wealth Management Ltd.
She has more than 30 years of experience in the financial services industry, she deeply understand my clients’ personalized needs and build wealth management strategies that closely align with them.
Ms. Wildfong was previously employed as a Vice President & Portfolio Manager by Leon Frazer & Associates, Inc. and a Vice President by Marquest Asset Management, Inc.
She received her undergraduate degree from Wilfrid Laurier University.
Actieve functies van Anne Pricilla Wildfong
Bedrijven | Functie | Begin |
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Family Firm Institute, Inc. | Corporate Officer/Principal | 06-06-2011 |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Portefeuillebeheerder-Aandelen | 01-06-2012 |
Eerdere bekende functies van Anne Pricilla Wildfong
Bedrijven | Functie | Einde |
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Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Portefeuillebeheerder-Aandelen | - |
Marquest Asset Management, Inc.
Marquest Asset Management, Inc. Investment ManagersFinance Marquest Asset management, Inc. (Marquest) is an investment management firm headquartered in Toronto, Canada. The firm was founded by Gerry Brockelsby in 1985 and is owned by SEAMARK Asset Management Ltd. Marquest provides a diversified suite of quality equity, and flow-through products to accredited and retail investors. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Anne Pricilla Wildfong
Wilfrid Laurier University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Marquest Asset Management, Inc.
Marquest Asset Management, Inc. Investment ManagersFinance Marquest Asset management, Inc. (Marquest) is an investment management firm headquartered in Toronto, Canada. The firm was founded by Gerry Brockelsby in 1985 and is owned by SEAMARK Asset Management Ltd. Marquest provides a diversified suite of quality equity, and flow-through products to accredited and retail investors. | Finance |
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Finance |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Finance |