Tom Porteous

Senior Portfolio Manager, Senior Investment Advisor at CIBC Wood Gundy
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Contact Information
us****@****om
(386) 825-5501
Location
Vancouver, British Columbia, Canada, CA
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Credentials

  • Certified Investment Manager (CIM)
    Canadian Securities Institute
    Dec, 2017
    - Sep, 2024

Experience

  • CIBC Wood Gundy
    • Financial Services
    • 700 & Above Employee
    • Senior Portfolio Manager, Senior Investment Advisor
      • Apr 1988 - Present

      We help build and manage wealth for number of successful families, individuals, small corporations, trusts and endowments. We use many proprietary equity and non-correlated private fixed income investments. Our AUM is currently $960 MIllion and we work with 250 households. We help build and manage wealth for number of successful families, individuals, small corporations, trusts and endowments. We use many proprietary equity and non-correlated private fixed income investments. Our AUM is currently $960 MIllion and we work with 250 households.

Education

  • Simon Fraser University
    Bachelor of Business Administration (BBA), Business/Managerial Economics
    1984 - 1987
  • Capilano University
    Business/Managerial Economics
    1982 - 1984

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