Gilles Vaillancourt Anthony Silvestrin
Patrizio Fortino, BBA, CFA
T.E. Investment Counsel, Montreal
2020, Robert Bourassa Boulevard
Montreal, QC H3A 2A5
As an Investment Counsellor in the Montreal office of T.E. Investment Counsel (TEIC), Patrizio develops customized, investment policy statements for high-net-worth executives and professionals.
Patrizio began his career at a Canadian bank, where he learned the fundamentals of finance. In subsequent roles, he expanded his understanding of mutual fund products and the financial markets
In 2005, Patrizio joined T.E. Investment Counsel as an account manager and was soon appointed to oversee the administration of T.E. Wealth’s proprietary Prosperity™ investment platform, leading to his role as an Investment Counsellor.
Patrizio holds the Chartered Financial Analyst (CFA) designation and has a BBA from HEC in Montreal.
T.E. Wealth is a business name and trademark of iA Investment Counsel Inc. (“IAIC”). IAIC is a wholly owned subsidiary of IA Insurance and Financial Services Inc. (“IAIFS”). IAIFS is a TSX-listed company (symbol:IAG). IAIC is registered in all provinces in the category of Portfolio Manager, Investment Fund Manager in the provinces of Ontario, Quebec, and Newfoundland, and Exempt Market Dealer in the Province of Ontario.