Michael Preto Email & Phone Number
Portfolio Manager @ iA Private Wealth USA
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Michael Preto Location
- Vancouver, BC, CA
Michael Preto Work
- 2022 -now Portfolio Manager @
- 2015 -now Portfolio Manager @
- 2021 -now Portfolio Manager @
- 2014 -2021 Business Owner- Certified Financial Planner @ HollisWealth, Global Wealth Management
- 2003 -2014 Financial Consultant @
- 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
- Business Planning
- Investment Advisory
- Strategic Planning
- Valuation
- Financial Planning
- Financial Analysis
- Retirement
- Personal Finance
- Project Planning
- Financial Advisory
- Investments
- Mutual Funds
- Securities
- Critical Illness
- Wealth Management
- Insurance
- Small Business
- Strategic Financial Planning
- Retirement Planning
- Public Speaking
- Leadership
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 1 mobile phone numbers on RocketReach.
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