Ana Fernandes

Plus aucun poste en cours

Profil

Ms. Ana-Maria P.
Fernandes is a Portfolio Manager at Odlum Brown USA Investment Management Ltd. Following a disciplined and value-based investment approach, she work with her clients to help them achieve their long-term investment goals by identifying their objectives and risk tolerances and customizing their investment portfolios.
The breakdown and selection of investments of her clients’ portfolios are determined individually and may include equities as well as fixed income investments.
She also conduct regular portfolio reviews with my clients to ensure that their portfolios continue to be in-line with their expectations and individual goals.
Prior to joining Odlum Brown, Ms. Fernandes was employed as Financial Advisor by Edward Jones Investments and Senior Account Manager by DHL Express.
She began her investment career in 2002, working with a multi-national investment firm.
As an Investment Advisor, she managed an office in West Vancouver, BC.
She received her Bachelor of Science degree from the University of British Columbia.
She holds the Chartered Investment Manager and Fellow of the Canadian Securities Institute designations.

Anciens postes connus de Ana Fernandes

Sociétés	Poste	Fin
Odlum Brown USA Investment Management Ltd.	Gestionnaire de Portefeuille-Actions	01/05/2022
Edward Jones Investments	Corporate Officer/Principal	30/09/2005
DHL Express (Canada) Ltd.	Corporate Officer/Principal	31/07/2002