Perfil
Mr. Steven Belchetz, CFA MBA, is a Market Lead, Private Wealth & Portfolio Manager at CWB Private Investment Counsel Ltd.
and a President & Chief Investment Officer at T.E.
Wealth.
He began his career as a Portfolio Manager and Research Director at an investment counselling firm, and went on to found a National Investment Advisory practice at Ernst & Young.
Soon after.
When he joined in 2003, Mr. Belchetz introduced the proprietary Prosperity™ Investment Platform, and led the firm into the Indigenous Services market.
Mr. Belchetz earned his BA in Statistics from The University of Western Ontario and his MBA in Finance from McMaster University.
He also holds the Chartered Financial Analyst designation.
Cargos activos de Steven Belchetz
| Empresas | Cargo | Inicio |
|---|---|---|
CWB Private Investment Counsel Ltd.
 CWB Private Investment Counsel Ltd. Investment ManagersFinance CWB Private Investment Counsel Ltd. (CWB Private) is an asset management firm headquartered in Toronto, Canada. Formerly known as IA Investment Counsel, Inc., the firm was founded in 1972 and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Private provides wealth management services to high-net worth Canadian families. | Gestor de Cartera-Acciones | 01/01/2003 |
T.E. Wealth
 T.E. Wealth Investment ManagersFinance T.E. Wealth provides investment advisory services. It develops a personalized investment policy statement that defines the specific objectives, strategies and parameters that will guide the growth of your investments. The company was founded in 1972 and is headquartered in Toronto, Canada. | Presidente | - |
Formación de Steven Belchetz.
| University of Western Ontario | Undergraduate Degree |
| McMaster University | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
CWB Private Investment Counsel Ltd.
CWB Private Investment Counsel Ltd. Investment ManagersFinance CWB Private Investment Counsel Ltd. (CWB Private) is an asset management firm headquartered in Toronto, Canada. Formerly known as IA Investment Counsel, Inc., the firm was founded in 1972 and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Private provides wealth management services to high-net worth Canadian families. | Finance |
T.E. Wealth
T.E. Wealth Investment ManagersFinance T.E. Wealth provides investment advisory services. It develops a personalized investment policy statement that defines the specific objectives, strategies and parameters that will guide the growth of your investments. The company was founded in 1972 and is headquartered in Toronto, Canada. | Finance |
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