{"id":6513,"date":"2019-04-24T03:01:24","date_gmt":"2019-04-24T03:01:24","guid":{"rendered":"https:\/\/.wealthbridge.com\/?p=6513"},"modified":"2025-09-23T19:16:19","modified_gmt":"2025-09-23T19:16:19","slug":"patrick-floreani","status":"publish","type":"post","link":"https:\/\/wealthbridge.com\/patrick-floreani\/","title":{"rendered":"Patrick Floreani"},"content":{"rendered":"[vc_row type=&#8221;in_container&#8221; full_screen_row_position=&#8221;middle&#8221; column_margin=&#8221;default&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; scene_position=&#8221;center&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; row_border_radius=&#8221;none&#8221; row_border_radius_applies=&#8221;bg&#8221; overflow=&#8221;visible&#8221; overlay_strength=&#8221;0.3&#8243; gradient_direction=&#8221;left_to_right&#8221; shape_divider_position=&#8221;bottom&#8221; bg_image_animation=&#8221;none&#8221; shape_type=&#8221;&#8221;][vc_column column_padding=&#8221;padding-2-percent&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; column_position=&#8221;default&#8221; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][vc_custom_heading text=&#8221;Managing Director \/ Portfolio Manager&#8221; font_container=&#8221;tag:h3|text_align:left&#8221; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1669144101794{margin-bottom: 6% !important;}&#8221;][vc_column_text]Patrick is a co-founder of WealthBridge and has been <strong>involved in the financial services industry since the mid-1990s<\/strong>. His primary duty is to run and manage WealthBridge Investment Counsel Inc., the discretionary portfolio management arm of WealthBridge. As Portfolio Manager, Patrick steers the overall development and implementation of investment strategy for all clients. He is also primarily responsible for the equity portion of client portfolios.<\/p>\n<p><strong>Patrick\u2019s career started in the early 1990s<\/strong> where he was employed with Canada Revenue Agency in various capacities. In 1996 Patrick joined <strong>CWM Investment Counsel Inc.<\/strong> 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 <strong>Soci\u00e9t\u00e9 G\u00e9n\u00e9rale (SG)<\/strong>, 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.<\/p>\n<p>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 (concentration in Finance). He obtained his Chartered Financial Analyst (CFA) charter in 1998.<\/p>\n<p>Patrick is a <strong>member of the CFA Institute, the Calgary CFA Society<\/strong> and has instructed courses at the University of Calgary, Faculty of Extensions. He is married with three sons.[\/vc_column_text][\/vc_column][\/vc_row][vc_row type=&#8221;in_container&#8221; full_screen_row_position=&#8221;middle&#8221; column_margin=&#8221;default&#8221; column_direction=&#8221;default&#8221; column_direction_tablet=&#8221;default&#8221; column_direction_phone=&#8221;default&#8221; scene_position=&#8221;center&#8221; text_color=&#8221;dark&#8221; text_align=&#8221;left&#8221; row_border_radius=&#8221;none&#8221; row_border_radius_applies=&#8221;bg&#8221; overflow=&#8221;visible&#8221; overlay_strength=&#8221;0.3&#8243; gradient_direction=&#8221;left_to_right&#8221; shape_divider_position=&#8221;bottom&#8221; bg_image_animation=&#8221;none&#8221;][vc_column column_padding=&#8221;padding-2-percent&#8221; column_padding_tablet=&#8221;inherit&#8221; column_padding_phone=&#8221;inherit&#8221; column_padding_position=&#8221;all&#8221; top_margin=&#8221;2%&#8221; column_element_direction_desktop=&#8221;default&#8221; column_element_spacing=&#8221;default&#8221; desktop_text_alignment=&#8221;default&#8221; tablet_text_alignment=&#8221;default&#8221; phone_text_alignment=&#8221;default&#8221; background_color_opacity=&#8221;1&#8243; background_hover_color_opacity=&#8221;1&#8243; column_backdrop_filter=&#8221;none&#8221; column_shadow=&#8221;none&#8221; column_border_radius=&#8221;none&#8221; column_link_target=&#8221;_self&#8221; column_position=&#8221;default&#8221; gradient_direction=&#8221;left_to_right&#8221; overlay_strength=&#8221;0.3&#8243; width=&#8221;1\/1&#8243; tablet_width_inherit=&#8221;default&#8221; animation_type=&#8221;default&#8221; bg_image_animation=&#8221;none&#8221; border_type=&#8221;simple&#8221; column_border_width=&#8221;none&#8221; column_border_style=&#8221;solid&#8221;][nectar_btn size=&#8221;medium&#8221; button_style=&#8221;regular&#8221; button_color_2=&#8221;Accent-Color&#8221; icon_family=&#8221;default_arrow&#8221; url=&#8221;mailto:pfloreani@wealthbridge.com&#8221; text=&#8221;Contact Patrick Floreani&#8221;][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"<p>Patrick is a co-founder of WealthBridge and has been involved in the financial services industry since the mid-1990s.<\/p>\n","protected":false},"author":1,"featured_media":6976,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":{"0":"post-6513","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-partners"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Patrick Floreani, co-founder - WealthBridge Ltd.<\/title>\n<meta name=\"description\" content=\"Patrick is a co-founder of WealthBridge. He manages WealthBridge Investment Counsel Inc., the discretionary portfolio management arm of WealthBridge.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wealthbridge.com\/patrick-floreani\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Patrick Floreani, co-founder - WealthBridge Ltd.\" \/>\n<meta property=\"og:description\" content=\"Patrick is a co-founder of WealthBridge. He manages WealthBridge Investment Counsel Inc., the discretionary portfolio management arm of WealthBridge.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wealthbridge.com\/patrick-floreani\/\" \/>\n<meta property=\"og:site_name\" content=\"WealthBridge Ltd.\" \/>\n<meta property=\"article:published_time\" content=\"2019-04-24T03:01:24+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-23T19:16:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mlzkczeqaw9e.i.optimole.com\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/wealthbridge.com\/wp-content\/uploads\/2025\/09\/Floreani-Patrick-065-600x783-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"600\" \/>\n\t<meta property=\"og:image:height\" content=\"783\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"ekordakis\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ekordakis\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/wealthbridge.com\\\/patrick-floreani\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/wealthbridge.com\\\/patrick-floreani\\\/\"},\"author\":{\"name\":\"ekordakis\",\"@id\":\"https:\\\/\\\/wealthbridge.com\\\/#\\\/schema\\\/person\\\/a17b0e3e85f4be4f356f71ccb5800837\"},\"headline\":\"Patrick Floreani\",\"datePublished\":\"2019-04-24T03:01:24+00:00\",\"dateModified\":\"2025-09-23T19:16:19+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/wealthbridge.com\\\/patrick-floreani\\\/\"},\"wordCount\":628,\"image\":{\"@id\":\"https:\\\/\\\/wealthbridge.com\\\/patrick-floreani\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\/\\/wealthbridge.com\\/wp-content\\/uploads\\/2025\\/09\\/Floreani-Patrick-065-600x783-1.jpg\",\"articleSection\":[\"WealthBridge Partners\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/wealthbridge.com\\\/patrick-floreani\\\/\",\"url\":\"https:\\\/\\\/wealthbridge.com\\\/patrick-floreani\\\/\",\"name\":\"Patrick Floreani, co-founder - WealthBridge Ltd.\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/wealthbridge.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/wealthbridge.com\\\/patrick-floreani\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/wealthbridge.com\\\/patrick-floreani\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\/\\/wealthbridge.com\\/wp-content\\/uploads\\/2025\\/09\\/Floreani-Patrick-065-600x783-1.jpg\",\"datePublished\":\"2019-04-24T03:01:24+00:00\",\"dateModified\":\"2025-09-23T19:16:19+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/wealthbridge.com\\\/#\\\/schema\\\/person\\\/a17b0e3e85f4be4f356f71ccb5800837\"},\"description\":\"Patrick is a co-founder of WealthBridge. 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