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Profil
Ms. Bonnie Marko is Private Client Associate at Guardian Capital Advisors, Inc. She is responsible for the administration of portfolios for private clients in our Calgary office, supporting both our portfolio management teams and the Independent Advisor network of referring partners to GCA.
Prior to joining Guardian Capital Advisors LP in August 2009, Ms. Marko spent over 8 years working for a major multinational fund company where she held the positions of Institutional Sales & Service Associate and Private Client Service Associate.
Ms. Marko received her Bachelor of Commerce (Finance) degree from the University of Calgary in 2001, completed the Canadian Securities Course (Honors) in 2001 and earned a Certificate in Financial Planning in 2006.
She is currently working towards obtaining the CFP designation.
Anciens postes connus de Bonnie Marko
| Sociétés | Poste | Fin |
|---|---|---|
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust employs a holistic investment strategy that optimizes client's return potential while keeping within the risk parameters that are comfortable for them. The firm’s portfolio managers invest across all asset classes, sectors and industries. They leverage the extensive global resources and capabilities of Franklin Templeton, including global macro-economic insights and deep analytics on thousands of companies. | Corporate Officer/Principal | 31/12/2008 |
Franklin Templeton Institutional LLC
 Franklin Templeton Institutional LLC Investment ManagersFinance FTI utilizes various investment strategies including, but not limited to, equity, fixed income, real estate, and infrastructure. The accounts advised by the firm accommodate a variety of investment goals and risk tolerances – from capital appreciation (with more growth-oriented strategies) to capital preservation (with fixed-income strategies). In seeking to achieve an account’s specific investment objectives, each portfolio emphasizes different strategies and invests in different types of securities. FTI do not typically seek to recommend a particular type of security to a client. | Corporate Officer/Principal | 31/12/2007 |
Formation de Bonnie Marko
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Entreprise privées
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94
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3
Entreprises liées au 1er degré
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| Entreprise privées | 3 |
|---|---|
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust employs a holistic investment strategy that optimizes client's return potential while keeping within the risk parameters that are comfortable for them. The firm’s portfolio managers invest across all asset classes, sectors and industries. They leverage the extensive global resources and capabilities of Franklin Templeton, including global macro-economic insights and deep analytics on thousands of companies. | Finance |
Franklin Templeton Institutional LLC
Franklin Templeton Institutional LLC Investment ManagersFinance FTI utilizes various investment strategies including, but not limited to, equity, fixed income, real estate, and infrastructure. The accounts advised by the firm accommodate a variety of investment goals and risk tolerances – from capital appreciation (with more growth-oriented strategies) to capital preservation (with fixed-income strategies). In seeking to achieve an account’s specific investment objectives, each portfolio emphasizes different strategies and invests in different types of securities. FTI do not typically seek to recommend a particular type of security to a client. | Finance |
University of Calgary
 University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
