articulating organizing and executing wealth management strategies for successful families in western canada @ Wellington-Altus
Calgary, Alberta, Canada
Michael Pate
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Tell me more about Michael Pate?
FlashIntel GPTMichael Pate is a highly experienced professional with 25.5 years of work experience in investments, wealth management, and portfolio management. He has a strong background in mutual funds, equities, and financial planning. Currently, he serves as the Director of Product Line Management at Knowles Corporation. Throughout his career, he has held various senior positions in renowned companies such as Wellington-Altus, Scotia Wealth Management, and CIBC Wood Gundy. Michael's expertise lies in asset management and finance, making him a valuable asset in the industry.
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Emails and Phone Numbers
About
Director, Product Line Management at Knowles Corporation
Work Experience
articulating organizing and executing wealth management strategies for successful families in western canada
Senior Wealth Advisor | Senior Portfolio Manager
Financial Services
Michael Pate's Professional Milestones
- First Vice President | Portfolio Manager (1998-05-01~2019-05-01): Driving strategic client acquisition and market expansion through strategic portfolio management.
- Portfolio Manager | Director | Wealth Manager (2019-05-01~): Implemented strategic investment strategies to maximize portfolio returns and drive sustainable growth.
Skill
Investments
Wealth Management
Portfolio Management
Mutual Funds
Equities
Financial Planning
Investment Strategies
Asset Management
Finance
Certification
Colleagues
Blaine Coates
founder executive vice-president and senior investment advisor at wellington-altus private wealth
Todd Degelman
senior wealth advisor wellington-altus private wealth & founder wellington-altus financial inc
Graham Robson
Executive Vice-President Chief Compliance Officer | General Counsel
David Wilson
senior vice-president operations at wellington-altus private wealth
Danielle (de Korompay) Nichol
chief marketing officer at wellington-altus private wealth
Other Named Michael Pate
Frequently asked questions
We found 6 Michael Pate's email addresses
Michael Pate's social media include: Linkedin,
Michael Pate works for Wellington-Altus
Michael Pate's role in Wellington-Altus is articulating organizing and executing wealth management strategies for successful families in western canada
Michael Pate works in the industry of Financial Services
Michael Pate's colleagues are Blaine Coates,Todd Degelman,Graham Robson
Michael Pate's latest job experience is articulating organizing and executing wealth management strategies for successful families in western canada at Wellington-Altus
