Michael Preto
Portfolio Manager at iA Private Wealth USA- Claim this Profile
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Topline Score
Bio
Ingrid de Jong
The relationship you have with someone who provides financial advice must be based on trust. From the first time I met Michael at a networking event, his warm personality and financial knowledge stood out. He has given me solid financial advice to match my changing needs and short-term and long-term goals. I am very pleased with the results we have achieved so far and his regular updates and check-ins to make sure I am still on track and that my portfolio is balanced for my needs. Great work Michael, and as always, it is a pleasure to work with you!
Ingrid de Jong
The relationship you have with someone who provides financial advice must be based on trust. From the first time I met Michael at a networking event, his warm personality and financial knowledge stood out. He has given me solid financial advice to match my changing needs and short-term and long-term goals. I am very pleased with the results we have achieved so far and his regular updates and check-ins to make sure I am still on track and that my portfolio is balanced for my needs. Great work Michael, and as always, it is a pleasure to work with you!
Ingrid de Jong
The relationship you have with someone who provides financial advice must be based on trust. From the first time I met Michael at a networking event, his warm personality and financial knowledge stood out. He has given me solid financial advice to match my changing needs and short-term and long-term goals. I am very pleased with the results we have achieved so far and his regular updates and check-ins to make sure I am still on track and that my portfolio is balanced for my needs. Great work Michael, and as always, it is a pleasure to work with you!
Ingrid de Jong
The relationship you have with someone who provides financial advice must be based on trust. From the first time I met Michael at a networking event, his warm personality and financial knowledge stood out. He has given me solid financial advice to match my changing needs and short-term and long-term goals. I am very pleased with the results we have achieved so far and his regular updates and check-ins to make sure I am still on track and that my portfolio is balanced for my needs. Great work Michael, and as always, it is a pleasure to work with you!
Experience
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iA Private Wealth USA
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Canada
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Financial Services
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1 - 100 Employee
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Portfolio Manager
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Nov 2022 - Present
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Hillside Wealth Management
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Canada
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Financial Services
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1 - 100 Employee
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Portfolio Manager
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Apr 2015 - Present
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iA Private Wealth
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Canada
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Financial Services
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500 - 600 Employee
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Portfolio Manager
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Jan 2021 - Present
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Business Owner- Certified Financial Planner
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Aug 2014 - Jan 2021
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. 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.
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Investors Group
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Management Consulting
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1 - 100 Employee
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Financial Consultant
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May 2003 - Jul 2014
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Oak Bay Marine Group
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Canada
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Travel Arrangements
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1 - 100 Employee
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Sportfishing Guide
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May 1998 - Sep 2001
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Education
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2014 - 2014
Canadian Securities Institute
Conduct and Practices Handbook -
2014 - 2014
Canadian Securities Institute
Wealth Management Essentials -
2014 - 2014
Canadian Securities Institute
Canadian Securities Course -
2013 - 2013
Canadian Securities Institute
Certificate in Estate Planning and Trust Strategy -
2011 - 2012
Canadian Securities Institute
Cetificate in Retirement Planning -
2005 - 2005
Financial Planning Standards Council
CFP -
1995 - 2000
University of Victoria
BComm, Entrepreneurship -
Sentinel
Community
