Michael Preto Location
Vancouver, BC, CA
Michael Preto Work
- 2022 - now Portfolio Manager @ iA Private Wealth USA
- 2015 - now Portfolio Manager @ Hillside Wealth Management
- 2021 - now Portfolio Manager @ iA Private Wealth
- 2014 - 2021 Business Owner- Certified Financial Planner @ HollisWealth, Global Wealth Management
- 2003 - 2014 Financial Consultant @ Investors Group
- 1998 - 2001 Sportfishing Guide @ Oak Bay Marine Group
Michael Preto Education
- Canadian Securities Institute
(Conduct and Practices Handbook)
2014 - 2014 - Canadian Securities Institute
(Wealth Management Essentials)
2014 - 2014 - Canadian Securities Institute
(Canadian Securities Course)
2014 - 2014
- Canadian Securities Institute
(Certificate in Estate Planning and Trust Strategy)
2013 - 2013 - Canadian Securities Institute
Cetificate in Retirement Planning
2011 - 2012 - Financial Planning Standards Council
CFP
2005 - 2005 - University of Victoria
BComm (Entrepreneurship)
1995 - 2000 - Sentinel
Michael Preto Skills
- Cash Management
- Private Equity
- Financial Modeling
- Investment Strategies
- Financial Services
- Social Media
- Mergers and Acquisitions
- Certified Financial Planner
- Residential Mortgages
- Estate Planning
Michael Preto Summary
Michael Preto, based in Vancouver, BC, CA, is currently a Portfolio Manager at iA Private Wealth USA. Michael Preto brings experience from previous roles at Hillside Wealth Management, iA Private Wealth, HollisWealth, Global Wealth Management and Investors Group. Michael Preto holds a 2014 - 2014 Canadian Securities Institute. With a robust skill set that includes Cash Management, Private Equity, Financial Modeling, Investment Strategies, Financial Services and more. Michael Preto has 3 emails and 2 mobile phone numbers on RocketReach.
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Mike Preto
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Michael Preto
Portfolio Manager at iA Private Wealth USA
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Montreal, QC, CA2 -
2
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