Patrick Floreani

Mr. Patrick Floreani, CFA MBA, is a Managing Director & Portfolio Manager at WealthBridge Investment Counsel, Inc. He is a co-founder of WealthBridge and has been involved in the financial services industry since the mid-1990s.
His primary duty is to run and manage WealthBridge Investment Counsel Inc., the discretionary portfolio management arm of WealthBridge.
As Portfolio Manager, he steers the overall development and implementation of investment strategy for all clients.
He is also primarily responsible for the equity portion of client portfolios.
His career started in the early 1990s where he was employed with Canada Revenue Agency in various capacities.
In 1996 he joined CWM Investment Counsel Inc. as a Portfolio Manager.
In 2002, he was made a Partner in Canadian Wealth Management Group (CWM), while continuing his role as Portfolio Manager.
In 2008 CWM was sold to Société Générale (SG), at which point he became Chief Investment Officer of CWM Investment Counsel Inc. as well as CWM Funds Inc., and was responsible for overseeing the management of over $600 Million in client assets.
He was also part of the SG Global Investment Committee and provided the North American perspective to the team.
He is a graduate of the University of Alberta.
After graduating with a Bachelor of Science degree (specialization in Genetics), he then obtained his Master of Business Administration (MBA) degree, also from the University of Alberta (concentration in Finance).
He obtained his Chartered Financial Analyst (CFA) charter in 1998.