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Jay Welsford
Gestionnaire de Portefeuille-Actions chez
Connor, Clark & Lunn Private Capital Ltd.
Profil
Mr. John R.
Welsford is a Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd.
He has been providing holistic wealth management services to his clients for over two decades.
Prior to joining the firm, he held a national role with a Canadian wealth management company and was responsible for the delivery of wealth management solutions to advisors and their clients, believing strongly in the importance of integrating a disciplined asset management approach with a client's legal and tax strategies, though their valued professional advisors.
Mr. Welsford received his undergraduate degree from The University of Waterloo.
He obtained his Institut québécois de planification financière (IQPF) in 1992.
Postes actifs de Jay Welsford
| Sociétés | Poste | Début |
|---|---|---|
Connor, Clark & Lunn Private Capital Ltd.
 Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance CC&L Private Capital constructs an investment portfolio designed to achieve their clients’ financial goals. The firm is an outcome-oriented firm and their long-term return forecasts for various asset classes enable them to allocate clients’ capital strategically and maximize expected returns within the clients’ tolerance for risk. | Gestionnaire de Portefeuille-Actions | 01/02/2006 |
Formation de Jay Welsford
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
The University of Waterloo
 The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. Investment ManagersFinance CC&L Private Capital constructs an investment portfolio designed to achieve their clients’ financial goals. The firm is an outcome-oriented firm and their long-term return forecasts for various asset classes enable them to allocate clients’ capital strategically and maximize expected returns within the clients’ tolerance for risk. | Finance |
