Anne Pricilla Wildfong
Corporate Officer/Principal presso Family Firm Institute, Inc.
Profilo
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.
Posizioni attive di Anne Pricilla Wildfong
| Società | Posizione | Inizio |
|---|---|---|
| Family Firm Institute, Inc. | Corporate Officer/Principal | 06/06/2011 |
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Gestore di Portafoglio-Azioni | 01/06/2012 |
Precedenti posizioni note di Anne Pricilla Wildfong
| Società | Posizione | Fine |
|---|---|---|
Leon Frazer & Associates, Inc.
 Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Gestore di Portafoglio-Azioni | - |
Marquest Asset Management, Inc.
 Marquest Asset Management, Inc. Investment ManagersFinance Marquest Asset management, Inc. (Marquest) is an investment management firm headquartered in Toronto, Canada. The firm was founded by Gerry Brockelsby in 1985 and is owned by SEAMARK Asset Management Ltd. Marquest provides a diversified suite of quality equity, and flow-through products to accredited and retail investors. | Gestore di Portafoglio-Azioni | - |
Formazione di Anne Pricilla Wildfong
| Wilfrid Laurier University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Marquest Asset Management, Inc.
Marquest Asset Management, Inc. Investment ManagersFinance Marquest Asset management, Inc. (Marquest) is an investment management firm headquartered in Toronto, Canada. The firm was founded by Gerry Brockelsby in 1985 and is owned by SEAMARK Asset Management Ltd. Marquest provides a diversified suite of quality equity, and flow-through products to accredited and retail investors. | Finance |
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Finance |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families. | Finance |
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