Ursprung des Netzwerks ersten Grades von Juliette L. John
Einheit | Art der Einheit | Industrie | |
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Franklin Bissett Investment Management
Franklin Bissett Investment Management Investment ManagersFinance Franklin Bissett Investment Management (FBIM) is the Canadian investment management division of Franklin Templeton Investment Corp., an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Franklin Resources is a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments, a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Franklin Bissett, Fiduciary Trust, Darby, Balanced Equity Management, K2, LibertyShares and Edinburgh Partners brand names. FBIM was founded in 1982 and is headquartered in Calgary, Alberta. The firm manages equity, fixed income, and balanced mutual funds for Canadian investors.
33
| Operating Division | Investment Managers | 33 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Juliette L. John
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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University of Alberta | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Calgary | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of British Columbia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Investment Managers | Portfolio Manager-Equities Founder | |
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 | Portfolio Manager-Equities Head-Equity Investments | |
University of Lethbridge | College/University | Undergraduate Degree Undergraduate Degree | |
University of Lakehead | College/University | Undergraduate Degree Undergraduate Degree | |
Fiduciary Trust Company of Canada
Fiduciary Trust Company of Canada Investment ManagersFinance Fiduciary Trust Co. of Canada (dba Fiduciary Trust Canada) is a Canadian trust and investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of Franklin Templeton Investments Corp., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Fiduciary Trust Canada provides customized wealth management solutions to high net worth individuals, families, endowments and foundations. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
Bissett & Associates Investment Management Ltd. | President | ||
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities | |
The University of Chicago | College/University | Masters Business Admin | |
NewGen Asset Management Ltd.
NewGen Asset Management Ltd. Investment ManagersFinance NewGen Asset Management Ltd. (NewGen) is an alternative investment manager headquartered in Toronto, Canada. The firm was founded by David Dattels in 2009 and is a wholly owned subsidiary of NewGen Holdco Ltd., which is majority owned by 2716492 Ontario, Inc. NewGen provides portfolio management services to pooled investment vehicles offered exclusively to sophisticated investors and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Analyst-Equity | |
Ukrainian Credit Union Ltd.
Ukrainian Credit Union Ltd. Savings BanksFinance Part of So-Use Credit Union Ltd., Ukrainian Credit Union Ltd. operates as a credit union. The company is based in Etobicoke, Canada. Ukrainian Credit Union was acquired by So-Use Credit Union Ltd. on October 31, 2010. | Savings Banks | Corporate Officer/Principal | |
Concordia University of Edmonton | College/University | Masters Business Admin | |
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Investment Managers | Portfolio Manager-Equities | |
University of Windsor | College/University | Masters Business Admin | |
Province of Alberta | Province/State | Corporate Officer/Principal | |
CANOE EIT INCOME FUND | Investment Trusts/Mutual Funds | President | |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Investment Managers | Portfolio Manager-Equities | |
University of Ottawa | College/University | Undergraduate Degree | |
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. | Investment Managers | Portfolio Manager-Equities | |
United Financial Corp.
United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Investment Managers | Corporate Officer/Principal | |
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal | |
ATB Capital Markets, Inc.
ATB Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 2010 by George Gosbee, AltaCorp Capital Inc. is an institutional financial advisory and brokerage firm headquartered in Calgary, Alberta, Canada. The firm offers a full spectrum of value-added financial and advisory services to corporations in across various stages of development. Their products and services include corporate mergers and acquisition advisory, equity financings, asset acquisitions and divestitures advisory, institutional sales and trading and institutional equity research. AltaCorp Capital focuses on key drivers of the Western Canadian economy that are global in scope including energy, agri-industry and diversified industries, with overlap into interdependent subsectors. The firm's research includes macro analysis, theme pieces, daily notes, corporate reviews, quarterly and annual overviews and other relevant market/sector issues. AltaCorp Capital's Institutional Sales and Trading team has expertise in both national and global trading markets and are fully integrated within an expansive network of long-standing relationships with institutional clients. They offer execution in trading securities and relevant and timely placing of new offers/issues. The firm also offers execution in institutional block trading and an industry leading technical platform. AltaCorp maintains a strategic relationship with ATB Financial, a full-service financial institution headquartered in Edmonton, Alberta. | Investment Banks/Brokers | Analyst-Equity | |
McMaster University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin | |
William Paterson University | College/University | Undergraduate Degree | |
MEAG New York Corp.
MEAG New York Corp. Investment ManagersFinance MEAG New York Corp. (MEAG NY) is an insurance management firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of Munich-American Holding Corp., which is owned by Münchener Rückversicherungs-Gesellschaft AG (Munich Re) (ETR: MUV2; OTCMKTS: MURGY) in Germany. MEAG NY provides investment advisory services primarily on fixed income securities to Munich Re and its direct/indirect subsidiaries. | Investment Managers | Corporate Officer/Principal | |
University of Manitoba | College/University | Undergraduate Degree | |
BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Investment Managers | Corporate Officer/Principal | |
University of Saskatchewan | College/University | Undergraduate Degree | |
Wellington-Altus Private Wealth, Inc.
Wellington-Altus Private Wealth, Inc. Investment ManagersFinance Wellington-Altus Private Wealth, Inc. (Wellington-Altus) is a wealth management firm headquartered in Winnipeg, Canada. The firm was founded in 2017 as Altus Securities, Inc. They are a subsidiary of Wellington-Altus Financial, Inc. Wellington-Altus offers financial advice and asset management to high net-worth individuals, families, business owners and organizations. | Investment Managers | Portfolio Manager-Equities | |
York University | College/University | Masters Business Admin | |
Loring Ward Capital Management Ltd.
Loring Ward Capital Management Ltd. Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Loring Ward Capital Management Ltd. is a Canadian company that provides wealth management services. The company is based in Winnipeg, Canada. Loring Ward Capital Management was acquired by Pavilion Advisory Group Ltd. from Loring Ward International Ltd. on December 30, 2005. | Investment Managers | Corporate Officer/Principal | |
The Investment Funds Institute of Canada
The Investment Funds Institute of Canada Financial ConglomeratesFinance The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada. | Financial Conglomerates | Chairman | |
Norrep Short Duration 2016 Flow-Through LP
Norrep Short Duration 2016 Flow-Through LP Investment Trusts/Mutual FundsMiscellaneous Norrep Short Duration 2016 Flow-Through LP operates as open-end investment fund/unit trust. Its investment objective is to achieve capital appreciation by investing in flow-through shares of resource companies whose shares are listed on a North American stock exchange and flow-through shares of resource companies that are private issuers. The company was founded in February 22, 2016 and is headquartered in Calgary, Canada. | Investment Trusts/Mutual Funds | Director/Board Member | |
The Mutual Fund Dealers Association of Canada
The Mutual Fund Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Mutual Fund Dealers Association of Canada provides mandatory compliance credits for CE activities until December 1, 2023. The non-profit company is based in Toronto, Canada. The Canadian company offers resources to help investors become more informed about mutual funds and provides guidance for members regarding CRM2 requirements and implementation. The company was founded in 1998, and Mark T. Gordon has been the CEO of the company since 1998. | Miscellaneous Commercial Services | Chairman | |
Trocadero Capital, Inc. | President | ||
Enervest Diversified Management, Inc.
Enervest Diversified Management, Inc. Miscellaneous Commercial ServicesCommercial Services Enervest Diversified Management, Inc. provides management services for EnerVest Diversified Income Trust. The company is headquartered in Calgary, Canada. | Miscellaneous Commercial Services | President | |
DIRECTCASH PAYMENTS INC | Miscellaneous Commercial Services | Director/Board Member |
Statistik
International
Kanada | 41 |
Vereinigte Staaten | 10 |
Frankreich | 2 |
Sektoral
Finance | 26 |
Consumer Services | 16 |
Commercial Services | 4 |
Miscellaneous | 3 |
Process Industries | 2 |
Operativ
Portfolio Manager-Equities | 38 |
Undergraduate Degree | 27 |
Corporate Officer/Principal | 25 |
Analyst-Equity | 19 |
Director/Board Member | 11 |
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