![Caroline Bédard](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 Profile Unavailable | Founder | 01/08/2012 |
Presima Securities ULC
 Presima Securities ULC Investment ManagersFinance Presima employs a high conviction approach to investing in global REITs on behalf of well renowned institutional investors, with alpha generation over the long-term. Their investment approach is mainly based on fundamental bottom-up security selection, with a regard for geographic and sector diversification. | Corporate Officer/Principal | 01/01/2006 |
CIBC Trust Corp.
 CIBC Trust Corp. Investment ManagersFinance Provides ffinancial and investment management services | Corporate Officer/Principal | 01/01/1999 |
Altervest Ltd.
 Altervest Ltd. Investment ManagersFinance Altervest seeks to maintain attractive returns and portfolio diversification by integrating alternative investments in traditional portfolios. The firm’s Private Wealth portfolio seeks to outperform financial markets in the long-term while focusing of capital preservations and tax efficiency. | Portfolio Manager-Equities | - |
Training of Caroline Bédard
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
88
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
CIBC Trust Corp.
CIBC Trust Corp. Investment ManagersFinance Provides ffinancial and investment management services | Finance |
Université Laval
 Université Laval Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Presima Securities ULC
Presima Securities ULC Investment ManagersFinance Presima employs a high conviction approach to investing in global REITs on behalf of well renowned institutional investors, with alpha generation over the long-term. Their investment approach is mainly based on fundamental bottom-up security selection, with a regard for geographic and sector diversification. | Finance |
Planum Investment Management, Inc. (Old)
Planum Investment Management, Inc. (Old) Investment ManagersFinance Profile Unavailable | Finance |
Altervest Ltd.
Altervest Ltd. Investment ManagersFinance Altervest seeks to maintain attractive returns and portfolio diversification by integrating alternative investments in traditional portfolios. The firm’s Private Wealth portfolio seeks to outperform financial markets in the long-term while focusing of capital preservations and tax efficiency. | Finance |
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