Jim Katsilieris
Mitglied des Investmentausschusses bei Dixon Mitchell Investment Counsel, Inc.
Profil
Mr. James Katsilieris, CFA, is a Senior Investment Counsellor at Dixon Mitchell Investment Counsel, Inc. Through his role on Dixon Mitchell’s investment committee, he contributes to the development, implementation, and oversight of investment portfolios for affluent private clients, business owners, and family offices.
He also works in collaboration with the other trusted advisors of Dixon Mitchell clients to deliver comprehensive, coordinated, and customized wealth management solutions.
Mr. Katsilieris began his financial services career in the 1990’s as Sales Director in the investment division of a major life insurance company.
Prior to joining Dixon Mitchell, he also worked for a national wealth management firm where he was responsible for client service in both the private client and institutional departments.
He received his Bachelor's degree in Finance & Economics from the University of Western Ontario.
Aktive Positionen von Jim Katsilieris
| Unternehmen | Position | Beginn |
|---|---|---|
Dixon Mitchell Investment Counsel, Inc.
 Dixon Mitchell Investment Counsel, Inc. Investment ManagersFinance Founded in 2000, Dixon Mitchell Investment Counsel, Inc. is an investment advisor located in Vancouver, British Columbia. | Mitglied des Investmentausschusses | 01.10.2010 |
Ehemalige bekannte Positionen von Jim Katsilieris
| Unternehmen | Position | Ende |
|---|---|---|
QV Investors, Inc.
 QV Investors, Inc. Investment ManagersFinance QV Investors, Inc. (QV), formerly QVGD Investors Inc., is an independent Canadian mutual fund manager headquartered in Alberta, Calgary. The firm was founded by Leighton Pullen and Wendy Booker-Urban in 1996. QV provides active, discretionary investment management for Canadian institutions and high-net-worth individuals. The firm manages several pooled funds, which include Canadian and global equity, fixed income and balanced strategies. | Corporate Officer/Principal | 01.03.2010 |
ivari
 ivari Life/Health InsuranceFinance ivari provides life insurance & annuity investment products which include term & universal life insurance and nonsmoker rates. It offers wealth management solutions including term and tax-sheltered universal life policies, segregated funds, guaranteed interest accounts and annuities. The company is headquartered in Toronto, ON. | Corporate Officer/Principal | 30.09.2008 |
| Altamira Financial Services, Inc. | Corporate Officer/Principal | 01.03.2001 |
Ausbildung von Jim Katsilieris
| University of Western Ontario | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Dixon Mitchell Investment Counsel, Inc.
Dixon Mitchell Investment Counsel, Inc. Investment ManagersFinance Founded in 2000, Dixon Mitchell Investment Counsel, Inc. is an investment advisor located in Vancouver, British Columbia. | Finance |
QV Investors, Inc.
QV Investors, Inc. Investment ManagersFinance QV Investors, Inc. (QV), formerly QVGD Investors Inc., is an independent Canadian mutual fund manager headquartered in Alberta, Calgary. The firm was founded by Leighton Pullen and Wendy Booker-Urban in 1996. QV provides active, discretionary investment management for Canadian institutions and high-net-worth individuals. The firm manages several pooled funds, which include Canadian and global equity, fixed income and balanced strategies. | Finance |
ivari
ivari Life/Health InsuranceFinance ivari provides life insurance & annuity investment products which include term & universal life insurance and nonsmoker rates. It offers wealth management solutions including term and tax-sheltered universal life policies, segregated funds, guaranteed interest accounts and annuities. The company is headquartered in Toronto, ON. | Finance |
| Altamira Financial Services, Inc. |
