Patrick Floreani Patrick Floreani
Managing Director/Chief Investment Officer

Patrick 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 Chief Investment Officer, Patrick is the Chair of the Investment Committee and steers the development and implementation of investment strategy for all clients. He is also responsible for the equity portion of client portfolios.

Patrick's career started in the early 1990s where he was employed with Canada Revenue Agency in various capacities. In 1996 Patrick 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 Patrick 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. Patrick was also part of the SG Global Investment Committee and provided the North American perspective to the team.

Patrick is a graduate of the University of Alberta. After graduating with a Bachelor of Science degree (specialization in Genetics), Patrick then obtained his Master of Business Administration (MBA) degree, also from the University of Alberta. He obtained his Chartered Financial Analyst (CFA) charter in 1998.

Patrick is a member of the CFA Institute, the Calgary CFA Society and has instructed courses at the University of Calgary, Faculty of Extensions. He is married with three sons and is a member of the Bearspaw Golf & Country Club.

Contact: Patrick Floreani