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Perfil
Ms. Caroline Bédard, CFA, is Senior REITs Portfolio Manager at Ltd.
Prior to joining Altervest, Ms. Bédard was a Founder & President at Planum Investment Management, Inc., a Portfolio Manager & Analyst at Presima, Inc., and an Investment Advisor at Morgan Trustco, Inc.
She received her Bachelor of Business Administration from Université Laval.
Antiguos cargos conocidos de Caroline Bédard.
| Empresas | Cargo | Fin |
|---|---|---|
Planum Investment Management, Inc. (Old)
 Planum Investment Management, Inc. (Old) Investment ManagersFinance Profile Unavailable | Fundador | 01/08/2012 |
Presima Securities ULC
 Presima Securities ULC Investment ManagersFinance Presima employs a high conviction approach to investing in global REITs on behalf of well renowned institutional investors, with alpha generation over the long-term. Their investment approach is mainly based on fundamental bottom-up security selection, with a regard for geographic and sector diversification. | Corporate Officer/Principal | 01/01/2006 |
CIBC Trust Corp.
 CIBC Trust Corp. Investment ManagersFinance Provides ffinancial and investment management services | Corporate Officer/Principal | 01/01/1999 |
Altervest Ltd.
 Altervest Ltd. Investment ManagersFinance Altervest seeks to maintain attractive returns and portfolio diversification by integrating alternative investments in traditional portfolios. The firm’s Private Wealth portfolio seeks to outperform financial markets in the long-term while focusing of capital preservations and tax efficiency. | Gestor de Cartera-Acciones | - |
Formación de Caroline Bédard.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
87
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
CIBC Trust Corp.
CIBC Trust Corp. Investment ManagersFinance Provides ffinancial and investment management services | Finance |
Université Laval
 Université Laval Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Presima Securities ULC
Presima Securities ULC Investment ManagersFinance Presima employs a high conviction approach to investing in global REITs on behalf of well renowned institutional investors, with alpha generation over the long-term. Their investment approach is mainly based on fundamental bottom-up security selection, with a regard for geographic and sector diversification. | Finance |
Planum Investment Management, Inc. (Old)
Planum Investment Management, Inc. (Old) Investment ManagersFinance Profile Unavailable | Finance |
Altervest Ltd.
Altervest Ltd. Investment ManagersFinance Altervest seeks to maintain attractive returns and portfolio diversification by integrating alternative investments in traditional portfolios. The firm’s Private Wealth portfolio seeks to outperform financial markets in the long-term while focusing of capital preservations and tax efficiency. | Finance |
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