Profile
Ms. Caroline Bédard, CFA, is Senior REITs Portfolio Manager at Ltd.
Prior to joining Altervest, Ms. Bédard was a Founder & President at Planum Investment Management, Inc., a Portfolio Manager & Analyst at Presima, Inc., and an Investment Advisor at Morgan Trustco, Inc.
She received her Bachelor of Business Administration from Université Laval.
Former positions of Caroline Bédard
| Companies | Position | End |
|---|---|---|
Planum Investment Management, Inc. (Old)
 Planum Investment Management, Inc. (Old) Investment ManagersFinance Founded in 2008 by Caroline Bédard, Planum Investment Management is a hedge fund manager located in Laval, Quebec. | Founder | 01/08/2012 |
Presima Securities ULC
 Presima Securities ULC Investment ManagersFinance Presima Securities ULC is a specialist asset manager and holding firm headquartered in Montreal, Canada. The firm was founded in 2004 as Presima, Inc. Presima specializes in public and private real estate markets for Canadian investment advisors and accredited investors. | Corporate Officer/Principal | 01/01/2006 |
CIBC Trust Corp.
 CIBC Trust Corp. Investment ManagersFinance CIBC Trust Corp. provides financial and investment management services. It is headquartered in Toronto, Canada. | Corporate Officer/Principal | 01/01/1999 |
Altervest Ltd.
 Altervest Ltd. Investment ManagersFinance Altervest Ltd. is an independent private wealth firm headquartered in Montréal, Quebec, Canada. The firm was founded in 2010 by Geneviève Blouin. They provide portfolio management services to private wealthy clients. | Portfolio Manager-Equities | - |
Training of Caroline Bédard
| Université Laval | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
CIBC Trust Corp.
CIBC Trust Corp. Investment ManagersFinance CIBC Trust Corp. provides financial and investment management services. It is headquartered in Toronto, Canada. | Finance |
Presima Securities ULC
Presima Securities ULC Investment ManagersFinance Presima Securities ULC is a specialist asset manager and holding firm headquartered in Montreal, Canada. The firm was founded in 2004 as Presima, Inc. Presima specializes in public and private real estate markets for Canadian investment advisors and accredited investors. | Finance |
Planum Investment Management, Inc. (Old)
Planum Investment Management, Inc. (Old) Investment ManagersFinance Founded in 2008 by Caroline Bédard, Planum Investment Management is a hedge fund manager located in Laval, Quebec. | Finance |
Altervest Ltd.
Altervest Ltd. Investment ManagersFinance Altervest Ltd. is an independent private wealth firm headquartered in Montréal, Quebec, Canada. The firm was founded in 2010 by Geneviève Blouin. They provide portfolio management services to private wealthy clients. | Finance |
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