Liam Card
Gestore di Portafoglio-Azioni presso Lorne Steinberg Wealth Management, Inc.
Profilo
Mr. Liam Card is a Senior Vice President & Portfolio Manager at Lorne Steinberg Wealth Management, Inc. He has been involved in the investment industry for over 15 years.
Mr. Card began his career at CIBC Wood Gundy in a sales and marketing role.
Shortly thereafter, he became an Investment Advisor at Richardson Partners Financial.
He then moved over to the wealth management side of the industry, and joined Lorne Steinberg Wealth Management in 2014.
He received his Bachelor of Arts in 2003 from the University of North Carolina – Chapel Hill.
Posizioni attive di Liam Card
| Società | Posizione | Inizio |
|---|---|---|
Lorne Steinberg Wealth Management, Inc.
 Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance Lorne Steinberg Wealth Management, Inc. (LSWM) is a management-owned, Canadian asset management firm headquartered in Montréal, Québec with an additional office in Toronto, Ontario. The firm was founded by Lorne Steinberg in 2009. LSWM provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Liam Card
| Società | Posizione | Fine |
|---|---|---|
Richardson Partners Financial Ltd.
 Richardson Partners Financial Ltd. Investment ManagersFinance Richardson Partners Financial Securities is a broker/dealer located in Calgary, Alberta. The firm is the broker/dealer division of Richardson Partners Financial Ltd., a Calgary-based wealth management and investment advisory firm that was founded in 1857. Richardson Partners Financial Securities provides an array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | - |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Corporate Officer/Principal | - |
Formazione di Liam Card
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Relazioni di 1° grado
Aziende connesse in 1º grado
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Società collegate
| Aziende private | 3 |
|---|---|
Richardson Partners Financial Ltd.
Richardson Partners Financial Ltd. Investment ManagersFinance Richardson Partners Financial Securities is a broker/dealer located in Calgary, Alberta. The firm is the broker/dealer division of Richardson Partners Financial Ltd., a Calgary-based wealth management and investment advisory firm that was founded in 1857. Richardson Partners Financial Securities provides an array of trading and execution services for their clients. They do not provide any internal research. | Finance |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Finance |
Lorne Steinberg Wealth Management, Inc.
Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance Lorne Steinberg Wealth Management, Inc. (LSWM) is a management-owned, Canadian asset management firm headquartered in Montréal, Québec with an additional office in Toronto, Ontario. The firm was founded by Lorne Steinberg in 2009. LSWM provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances. | Finance |
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