Profil
Mr. Trevor H.
Radford, CFA, is a Portfolio Manager at Leede Jones Gable, Inc. His focus is to preserve and grow capital for clients based on their return objectives and willingness and ability to tolerate risk.
He works closely with Leede Jones Gable’s in-house tax and estate planning specialists to help protect his clients’ overall financial health, and uncover any opportunities to implement tax-efficient strategies.
Mr. Radford has been in the financial industry since 1998.
He was an Advisor at Odlum Brown, and before that, worked in Toronto in the Treasury and Balance Sheet Management department of two of Canada’s major financial institutions.
Aktive Positionen von Trevor Hugh Radford
| Unternehmen | Position | Beginn |
|---|---|---|
Leede Jones Gable, Inc.
 Leede Jones Gable, Inc. Investment ManagersFinance Leede Jones Gable, Inc. is an independent, employee-owned investment management firm headquartered in Calgary, Canada. The firm was formed in 2015 as a result of the merger between Leede Financial Markets Inc. and Jones, Gable & Company Ltd., financial services firms founded in 1987 and 1965, respectively. Leede Jones Gable provides discretionary advisory and investment management services through investment advisors and portfolio managers across Canada. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von Trevor Hugh Radford
| Unternehmen | Position | Ende |
|---|---|---|
Odlum Brown USA Investment Management Ltd.
 Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Odlum Brown USA Investment Management Ltd. (OB USA) is an independent, full-service investment firm headquartered in Vancouver, Canada. The firm was founded in 2005 and is wholly owned by Odlum Brown Ltd. OB USA provides disciplined investment advice and objective value-based research to individuals, estates, trusts, corporations and similar entities. | Portfolio Manager-Aktien | 30.06.2009 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Odlum Brown USA Investment Management Ltd. (OB USA) is an independent, full-service investment firm headquartered in Vancouver, Canada. The firm was founded in 2005 and is wholly owned by Odlum Brown Ltd. OB USA provides disciplined investment advice and objective value-based research to individuals, estates, trusts, corporations and similar entities. | Finance |
Leede Jones Gable, Inc.
Leede Jones Gable, Inc. Investment ManagersFinance Leede Jones Gable, Inc. is an independent, employee-owned investment management firm headquartered in Calgary, Canada. The firm was formed in 2015 as a result of the merger between Leede Financial Markets Inc. and Jones, Gable & Company Ltd., financial services firms founded in 1987 and 1965, respectively. Leede Jones Gable provides discretionary advisory and investment management services through investment advisors and portfolio managers across Canada. | Finance |
