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Esida Selfo
Portföljförvaltare-Aktier på
Baskin Financial Services, Inc.
Profil
Ms. Esida Selfo is a Senior Portfolio Manager at Baskin Financial Services, Inc. She joined the firm 2018 and brings over seventeen years of experience in the wealth management industry.
Ms. Selfo works directly with clients designing an investment strategy considering their unique goals and attitudes towards risk as well as their tax, legal and estate requirements.
Ms. Selfo was employed as an Associate Portfolio Manager by Leon Frazer & Associates, Inc.
She received her undergraduate degree from Ryerson University.
Ms. Selfo holds the Certified Investment Manager designation and is pursuing her Certified Financial Planner designation.
Aktiva positioner av Esida Selfo
| Företag | Position | Start |
|---|---|---|
Baskin Financial Services, Inc.
 Baskin Financial Services, Inc. Investment ManagersFinance Baskin Wealth Management conducts in-depth research to fully understand the key drivers of the businesses they buy for clients – business models, competitive landscapes, and management track records. | Portföljförvaltare-Aktier | 2018-01-01 |
Tidigare kända positioner av Esida Selfo
| Företag | Position | Slut |
|---|---|---|
Leon Frazer & Associates, Inc.
 Leon Frazer & Associates, Inc. Investment ManagersFinance Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services. | Portföljförvaltare-Aktier | - |
Esida Selfos utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
3
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Baskin Financial Services, Inc.
Baskin Financial Services, Inc. Investment ManagersFinance Baskin Wealth Management conducts in-depth research to fully understand the key drivers of the businesses they buy for clients – business models, competitive landscapes, and management track records. | Finance |
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Leon Frazer & Associates' investment process starts with the development of their high-level economic view, which is based on both domestic and global conditions. From this, the firm focuses on long-term investment themes which they use to determine investment weightings in the key sectors of the economy. These views will also determine cash weightings. The Leon Frazer portfolio invests in companies that make up the “backbone” of the economy. Depending on economic conditions at least 40%-60% of the portfolio is generally invested in pipelines, utilities, telecoms, and financial services. | Finance |
Toronto Metropolitan University of
 Toronto Metropolitan University of Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
