Profiel
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.
Eerdere bekende functies van Ana Fernandes
Bedrijven | Functie | Einde |
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Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Founded in 2005, Odlum Brown USA Investment Management Ltd. is an independent, full-service brokerage firm headquartered in Vancouver, British Columbia. The firm is a subsidiary of Odlum Brown Ltd. They manage investments in equities, fixed-income securities, mutual funds and GICs. | Portfolio Manager-Equities | 01-05-2022 |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Corporate Officer/Principal | 30-09-2005 |
DHL Express (Canada) Ltd.
DHL Express (Canada) Ltd. Air Freight/CouriersTransportation Part of Deutsche Post AG, DHL Express (Canada) Ltd. is a Canadian company that provides express delivery services. The private company is based in Brampton, Canada. Andrew Williams has been the CEO of the company since 2002. | Corporate Officer/Principal | 31-07-2002 |
Opleiding van Ana Fernandes
University of British Columbia | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Founded in 2005, Odlum Brown USA Investment Management Ltd. is an independent, full-service brokerage firm headquartered in Vancouver, British Columbia. The firm is a subsidiary of Odlum Brown Ltd. They manage investments in equities, fixed-income securities, mutual funds and GICs. | Finance |
DHL Express (Canada) Ltd.
DHL Express (Canada) Ltd. Air Freight/CouriersTransportation Part of Deutsche Post AG, DHL Express (Canada) Ltd. is a Canadian company that provides express delivery services. The private company is based in Brampton, Canada. Andrew Williams has been the CEO of the company since 2002. | Transportation |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Finance |