Daniel W. Thompson
Portfolio Manager-Aktien bei Lorne Steinberg Wealth Management, Inc.
Ursprung des Netzwerks ersten Grades von Daniel W. Thompson
Einheit | Art der Einheit | Industrie | |
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Lorne Steinberg Wealth Management, Inc.
Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance Lorne Steinberg Wealth Management, Inc. (LSWM) is a management-owned, Canadian asset management firm headquartered in Montréal, Québec with an additional office in Toronto, Ontario. The firm was founded by Lorne Steinberg in 2009. LSWM provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances.
5
| Private Company | Investment Managers | 5 |
Raymond James Investment Counsel Ltd.
Raymond James Investment Counsel Ltd. Investment ManagersFinance Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations.
5
| Subsidiary | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Daniel W. Thompson
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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TD Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
Templeton Investment Counsel LLC
Templeton Investment Counsel LLC Investment ManagersFinance Templeton Investment Counsel LLC (TIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Fort Lauderdale, Florida. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton Worldwide, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). TIC provides investment advisory and portfolio management services to US and non-US registered funds, and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Analyst-Equity | |
Baillie Gifford & Co.
Baillie Gifford & Co. Investment ManagersFinance Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors. They are a socially responsible investor which works with their fund managers to assess ESG concerns both before and after investing in companies. | Investment Managers | Portfolio Manager-Equities | |
Franklin Templeton Investments Corp.
Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton International, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FTIC provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Analyst-Equity | |
IMAFLEX INC. | Containers/Packaging | Director/Board Member | |
FORTUNE MINERALS LIMITED | Other Metals/Minerals | Investor Relations Contact | |
State Street Global Markets LLC
State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
SVM Asset Management Ltd.
SVM Asset Management Ltd. Investment ManagersFinance SVM Asset Management Ltd. (SVM) is a privately-owned investment management firm based in Edinburgh, Scotland. Founded in 1990, SVM specializes in UK, European and global equities investments. The firm offers mutual funds (including an SRI fund), hedge funds and investment trusts to institutional and private investors. | Investment Managers | Portfolio Manager-Equities | |
Franklin Templeton Investment Management Ltd.
Franklin Templeton Investment Management Ltd. Investment ManagersFinance Franklin Templeton Investment Management Ltd. (FTIML) is the Great Britain-based global investment management subsidiary of Franklin Templeton Global Investors Ltd., itself a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Founded in 1985, FTIML is headquartered in London and provides investment advisory and portfolio management services to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as Separate Accounts for institutional and high net-worth clients. | Investment Managers | Portfolio Manager-Equities | |
ISL Lafferty Securites, Inc.
ISL Lafferty Securites, Inc. Investment Banks/BrokersFinance Part of iA Financial Corp., Inc., ISL Lafferty Securites, Inc. is a Canadian company that provides securities brokerage services. The company is based in Montréal, Canada. ISL Lafferty Securites was acquired by Industrial Alliance Insurance & Financial Services, Inc. on February 06, 2002. | Investment Banks/Brokers | Director of Finance/CFO | |
Stewart Ivory & Co. Ltd.
Stewart Ivory & Co. Ltd. Investment ManagersFinance Part of Commonwealth Bank of Australia, Stewart Ivory & Co. Ltd. is a British company that manages investment trusts and other investment portfolios. The company is based in Edinburgh, UK. Stewart Ivory & Co. was acquired by Colonial Pty Ltd., a SUB of Commonwealth Bank of Australia from Scottish American Investment Co. Plc on March 24, 2000 for $115.29 million. | Investment Managers | Corporate Officer/Principal | |
McGill University | College/University | Undergraduate Degree | |
York University | College/University | Masters Business Admin | |
Queen's University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Edinburgh | College/University | Undergraduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree | |
University of New Brunswick | College/University | Undergraduate Degree | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Carleton University | College/University | Undergraduate Degree | |
HEC Montréal | College/University | Masters Business Admin | |
RBC Capital Markets LLC (Investment Management)
RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Investment Managers | Corporate Officer/Principal | |
Hampton Securities Ltd.
Hampton Securities Ltd. Investment Banks/BrokersFinance Founded in 1997, Hampton Securities Ltd. is an independent broker/dealer headquartered in Toronto, Ontario with an additional office in Hong Kong. The firm's primary business lines include: (1) private client wealth management (2) global institutional agency trading and (3) specialist/market making for over 100 securities listed on the Toronto Stock Exchange. Hampton Securities provides international trade execution services to institutional investors including international fund managers, banks, insurance companies, pension funds, hedge funds and mutual funds. The firm advises on and completes custom trade settlements and currency conversions associated with large institutional order flows. Hampton Securities provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the Canadian Investor Protection Fund (CIPF) | Investment Banks/Brokers | Corporate Officer/Principal | |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Rempart Asset Management, Inc.
Rempart Asset Management, Inc. Investment ManagersFinance Rempart Asset Management, Inc. (Rempart) is an independent wealth management firm headquartered in Montreal, Quebec. The firm was founded in 2010 and is principally owned by Douglas Buchanan and David Stenason. Rempart specializes in discretionary investment management for individuals, private corporations and foundations. | Investment Managers | Portfolio Manager-Equities | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Forge First Asset Management, Inc.
Forge First Asset Management, Inc. Investment ManagersFinance Forge First Asset Management, Inc. (Forge First) is an independent Canadian alternative asset manager headquartered in Toronto, Ontario. The firm was founded by Andrew S. McCreath in 2012. Forge First actively manages long/short funds that invest in a diversified basket of North American securities. | Investment Managers | Portfolio Manager-Equities |
Statistik
International
Kanada | 21 |
Vereinigte Staaten | 6 |
Vereinigtes Königreich | 6 |
Sektoral
Finance | 18 |
Consumer Services | 11 |
Process Industries | 2 |
Non-Energy Minerals | 2 |
Commercial Services | 2 |
Operativ
Portfolio Manager-Equities | 19 |
Corporate Officer/Principal | 9 |
Undergraduate Degree | 8 |
Analyst-Equity | 4 |
Portfolio Manager-Fixed Income | 3 |
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