Profilo
Mr. Michael P.
Downs, CFA, is a Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd. He has over 25 years of experience in investment management, tax and estate planning for private clients.
He has routinely provided advice to foundations, charities and Aboriginal groups in the area of investment and funding policy construction.
His experience both as a senior specialist in this space and volunteer on numerous boards/committees allows his clients to benefit from best practices of some of the most respected organizations in the country.
This experience has provided opportunities to present at several educational and industry events across Canada.
Mr. Downs received his undergraduate degree from the University of Western.
He also holds the CFA and Certified Investment Manager (CIM) designations, along with several courses in trust, estate and wealth management.
Posizioni attive di Mike Downs
| Società | Posizione | Inizio |
|---|---|---|
Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance CC&L Private Capital constructs an investment portfolio designed to achieve their clients’ financial goals. The firm is an outcome-oriented firm and their long-term return forecasts for various asset classes enable them to allocate clients’ capital strategically and maximize expected returns within the clients’ tolerance for risk. | Gestore di Portafoglio-Azioni | 01/01/1999 |
Formazione di Mike Downs
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance CC&L Private Capital constructs an investment portfolio designed to achieve their clients’ financial goals. The firm is an outcome-oriented firm and their long-term return forecasts for various asset classes enable them to allocate clients’ capital strategically and maximize expected returns within the clients’ tolerance for risk. | Finance |
University of Western
University of Western Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















