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Anne Pricilla Wildfong
Corporate Officer/Principal chez
Family Firm Institute, Inc.
Profil
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.
Postes actifs de Anne Pricilla Wildfong
| Sociétés | Poste | Début |
|---|---|---|
Family Firm Institute, Inc.
 Family Firm Institute, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 06/06/2011 |
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis. | Gestionnaire de Portefeuille-Actions | 01/06/2012 |
Anciens postes connus de Anne Pricilla Wildfong
| Sociétés | Poste | Fin |
|---|---|---|
Leon Frazer & Associates, Inc.
 Leon Frazer & Associates, Inc. Investment ManagersFinance Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services. | Gestionnaire de Portefeuille-Actions | - |
Marquest Asset Management, Inc.
 Marquest Asset Management, Inc. Investment ManagersFinance Marquest utilizes an active and disciplined investment management approach to take advantage of opportunities in a constantly changing market environment, in their quest to generate the highest possible risk-adjusted return for their clients. | Gestionnaire de Portefeuille-Actions | - |
Formation de Anne Pricilla Wildfong
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services. | Finance |
Marquest Asset Management, Inc.
Marquest Asset Management, Inc. Investment ManagersFinance Marquest utilizes an active and disciplined investment management approach to take advantage of opportunities in a constantly changing market environment, in their quest to generate the highest possible risk-adjusted return for their clients. | Finance |
Wilfrid Laurier University
 Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Family Firm Institute, Inc.
Family Firm Institute, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis. | Finance |
