Steven Belchetz

President chez

T.E. Wealth

Consumer Services

Finance

Profil

Mr. Steven Belchetz, CFA MBA, is a Market Lead, Private Wealth & Portfolio Manager at CWB Private Investment Counsel Ltd. and a President & Chief Investment Officer at T.E.
Wealth.
He began his career as a Portfolio Manager and Research Director at an investment counselling firm, and went on to found a National Investment Advisory practice at Ernst & Young.
Soon after.
When he joined in 2003, Mr. Belchetz introduced the proprietary Prosperity™ Investment Platform, and led the firm into the Indigenous Services market.
Mr. Belchetz earned his BA in Statistics from The University of Western Ontario and his MBA in Finance from McMaster University.
He also holds the Chartered Financial Analyst designation.

Postes actifs de Steven Belchetz

Sociétés	Poste	Début
CWB Private Investment Counsel Ltd. CWB Private Investment Counsel Ltd. Investment ManagersFinance Profile Unavailable.	Gestionnaire de Portefeuille-Actions	01/01/2003
T.E. Wealth T.E. Wealth Investment ManagersFinance Provides financial advisory and planning services	President	-

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Sociétés liées

Entreprise privées	4
University of Western Ontario University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
McMaster University McMaster University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CWB Private Investment Counsel Ltd. CWB Private Investment Counsel Ltd. Investment ManagersFinance Profile Unavailable.	Finance
T.E. Wealth T.E. Wealth Investment ManagersFinance Provides financial advisory and planning services	Finance