Samia Preston
Gestore di Portafoglio-Azioni presso Matco Financial, Inc.
Profilo
Ms. Samia Preston is a Senior Portfolio Manager at Matco Financial, Inc. She joined the firm in November 2014 and provides asset mix, portfolio, financial and retirement planning to a wide range of private clients and condo corporations.
She brings her wide-ranging experience working with private clients, institutions, and trusts.
Ms. Preston began her career in 1980 as an Investment Advisor with RBC Dominion Securities and progressed to Portfolio Management in 2005, assisting clients to achieve their financial goals.
Prior to joining Matco, she was Vice-President and Director at a boutique investment firm.
Ms. Preston received her undergraduate degree from the University of Toronto.
She is both a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM), as well as a Fellow of the Canadian Securities Institute (FCSI).
Posizioni attive di Samia Preston
| Società | Posizione | Inizio |
|---|---|---|
Matco Financial, Inc.
 Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Gestore di Portafoglio-Azioni | 01/11/2014 |
Precedenti posizioni note di Samia Preston
| Società | Posizione | Fine |
|---|---|---|
Brickburn Asset Management, Inc.
 Brickburn Asset Management, Inc. Investment ManagersFinance Founded in 1997 by William Bonner, Brickburn Asset Management, Inc. is an investment advisor located in Calgary, Alberta. The firm was formerly known as formerly Network Portfolio Management, Inc. Brickburn is a registered Portfolio Manager and Investment Counsel in Alberta, British Columbia, Manitoba and Ontario. | Analyst-Equity | 31/03/2008 |
Formazione di Samia Preston
| University of Toronto | 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 | 2 |
|---|---|
Brickburn Asset Management, Inc.
Brickburn Asset Management, Inc. Investment ManagersFinance Founded in 1997 by William Bonner, Brickburn Asset Management, Inc. is an investment advisor located in Calgary, Alberta. The firm was formerly known as formerly Network Portfolio Management, Inc. Brickburn is a registered Portfolio Manager and Investment Counsel in Alberta, British Columbia, Manitoba and Ontario. | Finance |
Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Finance |
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