Michelle Smith, Cfa, Cfp
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Michelle Smith, Cfa, Cfp Email & Phone Number

Portfolio Manager at BCV Asset Management Inc.
Location: Canada 3 work roles 2 schools
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Current company
BCV Asset Management Inc.
Role
Portfolio Manager
Location
Canada
Company size
19 employees

Who is Michelle Smith, Cfa, Cfp? Overview

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Quick answer

Michelle Smith, Cfa, Cfp is listed as Portfolio Manager at BCV Asset Management Inc., a with 19 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Michelle Smith, Cfa, Cfp.

Michelle Smith, Cfa, Cfp previously worked as Associate Portfolio Manager at Bcv Asset Management Inc. and Investment Associate at Cardinal Capital Management, Inc.. Michelle Smith, Cfa, Cfp holds Cfa Charterholder from Cfa Institute.

Company email context

Email format at BCV Asset Management Inc.

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BCV Asset Management Inc.

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Profile bio

About Michelle Smith, Cfa, Cfp

Michelle Smith, Cfa, Cfp is a Portfolio Manager at BCV Asset Management Inc.. She possess expertise in financial analysis, teamwork, public speaking, strategic planning, leadership and 13 more skills. She is proficient in French.

Listed skills include Financial Analysis, Teamwork, Public Speaking, Strategic Planning, and 14 others.

Current workplace

Michelle Smith, Cfa, Cfp's current company

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BCV Asset Management Inc.
Bcv Asset Management Inc.
Portfolio Manager
winnipeg, manitoba, canada
Website
bcvassetmanagement.com
Employees
19
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3 roles

Michelle Smith, Cfa, Cfp work experience

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Portfolio Manager

Current
Bcv Asset Management Inc.

BCV's mission statement is: Research. Manage. Communicate. As an integral member of the Investment team, I am responsible for executing on all three functions. I perform independent research to analyze existing holdings and to generate new investment ideas. Using BCV's value investment philosophy I prudently manage investment portfolios. I communicate with both clients and advisors to build an understanding of my clients and their financial objectives. I am passionate about integrating my education and experiences in this role to help my clients realize their financial goals.

Jul 2017 - Present
Team & coworkers

Colleagues at BCV Asset Management Inc.

Other employees you can reach at bcvassetmanagement.com. View company contacts for 19 employees →

LM Leslie Makc Leslie Makc Colleague at Bcv Asset Management Inc.Los Angeles, California, United States View → TJ Todd Johnson Todd Johnson Colleague at Bcv Asset Management Inc.Winnipeg, Manitoba, Canada View → DM Duncan Macdonald, Cpa Duncan Macdonald, Cpa Colleague at Bcv Asset Management Inc.Winnipeg, Manitoba, Canada View → TP Teresa Plaja Teresa Plaja Colleague at Bcv Asset Management Inc.Caracas, Federal District, Venezuela, Bolivarian Republic Of View → NZ Nikola Zorcic Nikola Zorcic Colleague at Bcv Asset Management Inc.Winnipeg, Manitoba, Canada View → PG Paul Girouard, Cfa, Cpa, Ca Paul Girouard, Cfa, Cpa, Ca Colleague at Bcv Asset Management Inc.Winnipeg, Manitoba, Canada View → TW Tyler Wagner, Cfa Tyler Wagner, Cfa Colleague at Bcv Asset Management Inc.Winnipeg, Manitoba, Canada View → PG Paul Guimond, Cfa Paul Guimond, Cfa Colleague at Bcv Asset Management Inc.Winnipeg, Manitoba, Canada View → NL Nicholas Langley Nicholas Langley Colleague at Bcv Asset Management Inc.Greater Winnipeg Metropolitan Area, Canada View → CS Cielo Suva Cielo Suva Colleague at Bcv Asset Management Inc.Winnipeg, Manitoba, Canada View →
2 education records

Michelle Smith, Cfa, Cfp education

Cfa Charterholder

Cfa Institute

As the most recognized and respected designation in the investment industry, the CFA program offers a curriculum primarily based.

FAQ

Frequently asked questions about Michelle Smith, Cfa, Cfp

Quick answers generated from the profile data available on this page.

What company does Michelle Smith, Cfa, Cfp work for?

Michelle Smith, Cfa, Cfp works for BCV Asset Management Inc..

What is Michelle Smith, Cfa, Cfp's role at BCV Asset Management Inc.?

Michelle Smith, Cfa, Cfp is listed as Portfolio Manager at BCV Asset Management Inc..

Where is Michelle Smith, Cfa, Cfp based?

Michelle Smith, Cfa, Cfp is based in Canada while working with BCV Asset Management Inc..

What companies has Michelle Smith, Cfa, Cfp worked for?

Michelle Smith, Cfa, Cfp has worked for Bcv Asset Management Inc. and Cardinal Capital Management, Inc..

Who are Michelle Smith, Cfa, Cfp's colleagues at BCV Asset Management Inc.?

Michelle Smith, Cfa, Cfp's colleagues at BCV Asset Management Inc. include Leslie Makc, Todd Johnson, Duncan Macdonald, Cpa, Teresa Plaja, and Nikola Zorcic.

How can I contact Michelle Smith, Cfa, Cfp?

You can use AeroLeads to view verified contact signals for Michelle Smith, Cfa, Cfp at BCV Asset Management Inc., including work email, phone, and LinkedIn data when available.

What schools did Michelle Smith, Cfa, Cfp attend?

Michelle Smith, Cfa, Cfp holds Cfa Charterholder from Cfa Institute.

What skills is Michelle Smith, Cfa, Cfp known for?

Michelle Smith, Cfa, Cfp is listed with skills including Financial Analysis, Teamwork, Public Speaking, Strategic Planning, Leadership, Customer Service, Finance, and Time Management.

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