Michael Susser

President & CEO and Portfolio Manager @Quadrant Private Wealth

Winnipeg, MB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2018 — Present

President & CEO and Portfolio Manager @Quadrant Private Wealth

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EDUCATION

2003 — 2003

TEP, Society of Trust and Estate Practitioners

TEP, Trust and Estate

1983 — 1988

Chartered Professional Accountants of Canada (CPA Canada)

CMA CPA, Accounting

2003 — 2004

CIM, Canadian Securities Institute

Chartered Investment Manager (CIM), Investment and Portfolio Management

1979 — 1983

B. Comm. Honours (Finance), University of Manitoba

B. Comm Honours, University of Manitoba

SKILLS

SecuritiesInvestment AdvisoryEstate PlanningWealth ManagementAsset AllocationRetirement PlanningWealth Management ServicesInvestment StrategiesAlternative InvestmentsRetirementFinancial PlanningInvestment ManagementMutual FundsFixed IncomeInvestmentsEquitiesAsset ManagementWealthHigh Net Worth IndividualsFinancial ModelingStrategic Financial PlanningPortfolio ManagementAsset ManagmentFinancial Advisory

ABOUT MICHAEL SUSSER

Experienced Wealth Manager and Portfolio Manager with a demonstrated history of working…

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Michael Susser — President & CEO and Portfolio Manager at Quadrant Private Wealth in Winnipeg, MB, CA | Unifers