Patrick Floreani

Portefeuillebeheerder-Aandelen bij WealthBridge Investment Counsel, Inc.

Finance

Consumer Services

Actieve functies van Patrick Floreani

Bedrijven	Functie	Begin	Einde
WealthBridge Investment Counsel, Inc. WealthBridge Investment Counsel, Inc. Investment ManagersFinance WealthBridge Investment Counsel, Inc. (WealthBridge) is an independent wealth management firm headquartered in Calgary, Canada. WealthBridge provides wealth management services, which include investment management, financial planning and tax & estate planning for high net worth individuals and their families.	Portefeuillebeheerder-Aandelen	01-01-2011	-
	Chief Investment Officer	01-01-2011	01-01-2024

Bedrijven	Functie	Begin	Einde
Société Générale (Canada Branch) Société Générale (Canada Branch) Major BanksFinance Société Générale provides commercial and investment banking. Its clients include large corporate, middle market companies, financial institutions, institutional investors and state and local governments. The company is headquartered in Montréal, Canada.	Corporate Officer/Principal	01-02-2008	01-06-2010
Canadian Wealth Management Corp. Canadian Wealth Management Corp. Investment ManagersFinance Part of Wealth Stewards Portfolio Management, Inc., Canadian Wealth Management Corp. provides wealth and financial management services. The company is based in Prince George, Canada. Canadian Wealth Management was acquired by Wealth Stewards Portfolio Management, Inc. on May 17, 2010.	Corporate Officer/Principal	01-03-1996	01-02-2008

University of Alberta

Masters Business Admin

Internationaal

Canada

Operationeel

Corporate Officer/Principal	2
Chief Investment Officer	1
Portfolio Manager-Equities	1

Sectoraal

Finance	4
Consumer Services	2

Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Bedrijven in privébezit	3
WealthBridge Investment Counsel, Inc. WealthBridge Investment Counsel, Inc. Investment ManagersFinance WealthBridge Investment Counsel, Inc. (WealthBridge) is an independent wealth management firm headquartered in Calgary, Canada. WealthBridge provides wealth management services, which include investment management, financial planning and tax & estate planning for high net worth individuals and their families.	Finance
Société Générale (Canada Branch) Société Générale (Canada Branch) Major BanksFinance Société Générale provides commercial and investment banking. Its clients include large corporate, middle market companies, financial institutions, institutional investors and state and local governments. The company is headquartered in Montréal, Canada.	Finance
Canadian Wealth Management Corp. Canadian Wealth Management Corp. Investment ManagersFinance Part of Wealth Stewards Portfolio Management, Inc., Canadian Wealth Management Corp. provides wealth and financial management services. The company is based in Prince George, Canada. Canadian Wealth Management was acquired by Wealth Stewards Portfolio Management, Inc. on May 17, 2010.	Finance