Jay Welsford
Portfolio Manager-Aktien bei Connor, Clark & Lunn Private Capital Ltd.
Profil
Mr. John R.
Welsford is a Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd.
He has been providing holistic wealth management services to his clients for over two decades.
Prior to joining the firm, he held a national role with a Canadian wealth management company and was responsible for the delivery of wealth management solutions to advisors and their clients, believing strongly in the importance of integrating a disciplined asset management approach with a client's legal and tax strategies, though their valued professional advisors.
Mr. Welsford received his undergraduate degree from The University of Waterloo.
He obtained his Institut québécois de planification financière (IQPF) in 1992.
Aktive Positionen von Jay Welsford
Unternehmen | Position | Beginn |
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Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance Founded in 1997, Connor, Clark & Lunn Private Capital Ltd., a subsidiary of Connor, Clark & Lunn Financial Group, is an investment advisor headquartered in Vancouver, British Columbia. The firm manages assets for individuals, foundations and first nations | Portfolio Manager-Aktien | 01.02.2006 |
Ausbildung von Jay Welsford
The University of Waterloo | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance Founded in 1997, Connor, Clark & Lunn Private Capital Ltd., a subsidiary of Connor, Clark & Lunn Financial Group, is an investment advisor headquartered in Vancouver, British Columbia. The firm manages assets for individuals, foundations and first nations | Finance |