Profiel
Mr. Koel B.
Loyer is a Senior Principal at CI Private Counsel LP.
He also serves as a Principal & Wealth Advisor at CI Private Wealth, he brings extensive experience in managing the financial affairs of high net worth business owners, professionals and other successful Canadian families.
He has expertise in helping his clients optimize the use of their holding companies from a tax and investment perspective.
Prior to joining CI Private Wealth as a founding member in 2006, he was an advisor with a large North American wealth management company for several years.
He is an MBA graduate from the Michael G.
Degroote School of Business at McMaster University, he also holds an Honours degree in Commerce from Queen’s University.
He is a member of the Financial Planners Standards Council and holds several professional accreditations including the Certified Financial Planner (CFP) and Canadian Investment Manager (CIM) designations.
Most recently, he has been awarded the coveted Fellow of the Canadian Securities Institute (FCSI) designation.
Actieve functies van Koel Brian Loyer
| Bedrijven | Functie | Begin |
|---|---|---|
CI Private Counsel LP
 CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Founder | - |
Opleiding van Koel Brian Loyer
| Queen's University | Undergraduate Degree |
| McMaster University | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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CI Private Counsel LP
CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Finance |
