Michael Preto

Michael Preto Email and Phone Number

Portfolio Manager at Hillside Wealth Management | iA Private Wealth Inc. | iA Private Wealth (USA) Inc. @ iA Private Wealth USA
Michael Preto's Location
Vancouver, British Columbia, Canada, Canada
Michael Preto's Contact Details

Michael Preto work email

Michael Preto personal email

n/a
About Michael Preto

Who I am:I am a proud father of 3 great kids and a lucky husband. I am passionate about Hillside and our quest to realize your big, meaningful dreams. How we are different:Retirement Planning: We call this our Navigator. The Navigator is all about setting targets and then tracking your progress towards them. If you're ahead of schedule, you have a surplus. We report your surplus to you as your Dreampool- these are funds available to either:1. Realize a dream today. 2. Retire earlier.3. Spend more in retirement. Portfolio Management: We call this our Factory. We screen the globe for the highest quality businesses and then invest in those businesses for you. We have a team of people solely dedicated to managing your money. In short, we run your money differently for the right reasons and we are passionate about growing your portfolio. Our money is invested in the same businesses as yours. Yes, we eat our own cooking. I am also a Portfolio Manager with iA Private Wealth (USA) Inc. (“IAPW-USA”) a Canadian based US Registered Investment Adviser “RIA” offering integrated cross border wealth management solutions to residents of the United States. As a Portfolio Manager with IAPW-USA, I can work with clients residing in the United States who are looking for wealth management solutions. iA Private Wealth USA is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosure: www.iaprivatewealthusa.com

Michael Preto's Current Company Details
iA Private Wealth USA

Ia Private Wealth Usa

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Portfolio Manager at Hillside Wealth Management | iA Private Wealth Inc. | iA Private Wealth (USA) Inc.
Michael Preto Work Experience Details
  • Ia Private Wealth Usa
    Portfolio Manager
    Ia Private Wealth Usa Nov 2022 - Present
  • Hillside Wealth Management
    Portfolio Manager
    Hillside Wealth Management Apr 2015 - Present
    Vancouver, British Columbia, Canada
  • Ia Private Wealth
    Portfolio Manager
    Ia Private Wealth Jan 2021 - Present
    Vancouver, British Columbia, Canada
  • Holliswealth, Global Wealth Management
    Business Owner- Certified Financial Planner
    Holliswealth, Global Wealth Management Aug 2014 - Jan 2021
    Vancouver, Canada Area
    After 11 years in personal finance, I joined HollisWealth and could not be more happy with my decision. At HollisWealth there is no incentive for advisors to distribute one company's products over another. Now I can offer my clients truly independent advice which is completely focused on their best interests.
  • Investors Group
    Financial Consultant
    Investors Group May 2003 - Jul 2014
  • Oak Bay Marine Group
    Sportfishing Guide
    Oak Bay Marine Group May 1998 - Sep 2001

Michael Preto Skills

Investments Retirement Planning Wealth Management Investment Strategies Financial Planning Strategic Financial Planning Mutual Funds Strategic Planning Estate Planning Insurance Retirement Investment Advisory Securities Business Planning Critical Illness Financial Analysis Small Business Residential Mortgages Mergers And Acquisitions Cash Management Private Equity Valuation Financial Modeling Financial Advisory Certified Financial Planner Financial Services Personal Finance

Michael Preto Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Conduct And Practices Handbook
  • Canadian Securities Institute
    Canadian Securities Institute
    Wealth Management Essentials
  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Securities Course
  • Canadian Securities Institute
    Canadian Securities Institute
    Certificate In Estate Planning And Trust Strategy
  • Canadian Securities Institute
    Canadian Securities Institute
    Cetificate In Retirement Planning
  • Financial Planning Standards Council
    Financial Planning Standards Council
    Cfp
  • Sentinel
    Sentinel

Frequently Asked Questions about Michael Preto

What company does Michael Preto work for?

Michael Preto works for Ia Private Wealth Usa

What is Michael Preto's role at the current company?

Michael Preto's current role is Portfolio Manager at Hillside Wealth Management | iA Private Wealth Inc. | iA Private Wealth (USA) Inc..

What is Michael Preto's email address?

Michael Preto's email address is mi****@****oup.com

What schools did Michael Preto attend?

Michael Preto attended Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Canadian Securities Institute, Financial Planning Standards Council, University Of Victoria, Sentinel.

What skills is Michael Preto known for?

Michael Preto has skills like Investments, Retirement Planning, Wealth Management, Investment Strategies, Financial Planning, Strategic Financial Planning, Mutual Funds, Strategic Planning, Estate Planning, Insurance, Retirement, Investment Advisory.

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