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Bill Wolfenden
Chief Investment Officer bei Doherty & Associates Ltd.
Aktive Positionen von Bill Wolfenden
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Doherty & Associates Ltd.
![]() Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Chief Investment Officer | 01.01.2001 | - |
Mitglied des Investmentausschusses | 01.01.2001 | - | |
Portfolio Manager-Aktien | 01.01.2001 | - |
Karriereverlauf von Bill Wolfenden
Ehemalige bekannte Positionen von Bill Wolfenden
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
DWM Securities, Inc.
![]() DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF. | Analyst-Equity | - | 30.06.2003 |
T.E. Financial Consultants Ltd.
![]() T.E. Financial Consultants Ltd. Investment ManagersFinance T.E. Financial Consultants Ltd. provides financial advisory services. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | - | - |
Magna Vista Investment Management Ltd.
![]() Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Chief Investment Officer | 02.04.2009 | - |
Portfolio Manager-Aktien | 02.04.2009 | - | |
Portfolio Manager-Fixed Income | 02.04.2009 | - |
Ausbildung von Bill Wolfenden
McGill University | Masters Business Admin |
Statistik
International
Kanada | 6 |
Operativ
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Doherty & Associates Ltd.
![]() Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Finance |
DWM Securities, Inc.
![]() DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF. | Finance |
Magna Vista Investment Management Ltd.
![]() Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Finance |
T.E. Financial Consultants Ltd.
![]() T.E. Financial Consultants Ltd. Investment ManagersFinance T.E. Financial Consultants Ltd. provides financial advisory services. The company is headquartered in Toronto, Canada. | Finance |
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