Patrick Floreani

Gestionnaire de Portefeuille-Actions chez WealthBridge Investment Counsel, Inc.

Finance

Consumer Services

Postes actifs de Patrick Floreani

Sociétés	Poste	Début	Fin
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.	Gestionnaire de Portefeuille-Actions	01/01/2011	-
	Directeur en chef des Investissements	01/01/2011	01/01/2024

Sociétés	Poste	Début	Fin
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

Internationale

Canada

Opérationnelle

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

Sectorielle

Finance	4
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	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