Michelle Smith

Portfolio Manager, BCV Asset Management

Michelle Smith

Portfolio Manager, BCV Asset Management

Biography

Michelle is a Portfolio Manager at BCV Asset Management. She has been in the investment industry for 10 years and has earned the right to the Chartered Financial Analyst designation. She recently added the Certified Financial Planner designation to her credentials to further compliment her career as a finance professional.

During her six-year tenor with BCV, she has focused on researching securities, managing client wealth, and communicating investment strategy with clients and advisors alike. Prior to joining BCV, she was an Associate at a leading Canadian investment management firm, where she worked in investment and business development roles following graduation.

Beyond advocating for financial wellness, Michelle’s passions are time with loved ones, investment in self, yoga, and traveling the world.

PRE-REGISTER NOW

21st ANNUAL IAFP SYMPOSIUM

September 20 – September 23, 2023

IN PERSON EVENT

Join us for the full event

EARLY BIRD PRICE – ENDS JUNE 30th
SAVE $200

Members: $845.00 plus tax
Non-Members:
$1,045.00 plus tax

REGULAR PRICE:

Members: $1,145.00 plus tax
Non-Members: $1,345.00 plus tax

VIRTUAL EVENT

To accommodate people not yet ready to travel, we will be live streaming our Symposium.

EARLY BIRD PRICE – ENDS JUNE 30th
SAVE $100

Members: $445.00 plus tax
Non-Members:
$545.00 plus tax

REGULAR PRICE:

Members: $545.00 plus tax
Non-Members: $645 plus tax