Ursprung des Netzwerks ersten Grades von Phil Chen
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Russell Investments Canada Ltd.
Russell Investments Canada Ltd. Investment ManagersFinance Russell Investments Canada Ltd. is an investment advisor headquartered in Toronto, Ontario. The firm was previously a wholly-owned subsidiary of Emerald Acquisition Ltd., which was acquired by Russell Investments Group, Ltd. from Frank Russell Co. in 2016. The firm was founded in 1936, and provides investment management services to institutional investors, financial advisors and individuals.
13
| Subsidiary | Investment Managers | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Phil Chen
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
THE TORONTO-DOMINION BANK | Major Banks | Corporate Officer/Principal | |
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Chief Investment Officer | |
Beutel, Goodman & Co. Ltd.
Beutel, Goodman & Co. Ltd. Investment ManagersFinance Beutel Goodman & Co. Ltd. (Beutel Goodman) is a privately-owned, independent Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Austin Beutel and Ned Goodman in 1967. Beutel Goodman provides portfolio management services to institutional, private wealth and retail clients. They also act as a sub-advisor to certain investment companies registered and domiciled in Canada and to several wrap-fee programs. | Investment Managers | Analyst-Equity | |
SUN LIFE FINANCIAL INC. | Multi-Line Insurance | Corporate Officer/Principal | |
Invesco Canada Ltd.
Invesco Canada Ltd. Investment ManagersFinance Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies. | Investment Managers | Corporate Officer/Principal | |
General Reinsurance Corp.
General Reinsurance Corp. Multi-Line InsuranceFinance General Reinsurance Corp. is engaged in the provision of life and non-life reinsurance solutions. Its solution areas encompass aviation, life and health, treaty, and facultative insurance solutions. The firm also offers risk assessment, management, and business consulting services. The company was founded on February 28, 1973 and is headquartered in Stamford, CT. | Multi-Line Insurance | Corporate Officer/Principal | |
CANSO CREDIT TRUST - CANSO CREDIT INCOME FUND | Investment Trusts/Mutual Funds | Chief Investment Officer Director of Finance/CFO | |
RUSSELL INVESTMENTS FIXED INCOME POOL | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
AGF Investments, Inc.
AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSX: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Investment Managers | President | |
AXA Investment Managers UK Ltd.
AXA Investment Managers UK Ltd. Investment ManagersFinance AXA Investment Managers UK Ltd. (AXA IM-UK) is the UK-based investment subsidiary of AXA Framlington Group Ltd., itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. The firm is headquartered in London and was founded in 1979. AXA IM-UK manages a diverse range of pooled funds and offers tailor-made investment products for liability management. They specialize in institutional pension fund management and individual retirement savings products. | Investment Managers | Chief Executive Officer | |
UBS Asset Management (Canada) Inc.
UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Investment Managers | Corporate Officer/Principal | |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Investment Managers | Chief Investment Officer | |
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund). | Investment Managers | Portfolio Manager-Equities | |
Russell Investments Ltd.
Russell Investments Ltd. Investment ManagersFinance Russell Investments Ltd. (RIL) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of Russell Investments Systems Ltd., itself a subsidiary of Russell Investment Management LLC in the US. RIL provides investment management and investment consulting services for institutions, financial advisors, and individual investors. | Investment Managers | President | |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Analyst-Equity | |
Canso Investment Counsel Ltd.
Canso Investment Counsel Ltd. Investment ManagersFinance Canso Investment Counsel Ltd. is an independent, Canadian fund management firm headquartered in Richmond Hill, Ontario. The firm was founded in 1997 by John Carswell and they specialize in management of corporate bond portfolios for institutional and private investors. The firm also manages the Canso family of mutual funds. | Investment Managers | Portfolio Manager-Fixed Income | |
Guaranty Trust Co.
Guaranty Trust Co. Finance/Rental/LeasingFinance Guaranty Trust Co. operates as a Canadian mortgage company. | Finance/Rental/Leasing | Corporate Officer/Principal | |
York University | College/University | Graduate Degree Masters Business Admin | |
Addenda Capital, Inc.
Addenda Capital, Inc. Investment ManagersFinance Addenda Capital, Inc. is an investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 1996 and is a subsidiary of Co-operators Financial Services Ltd., which is owned by The Co-Operators Group Ltd. Addenda Capital provides solutions to its institutional and private high net worth clients. | Investment Managers | Sales & Marketing | |
University of Ottawa | College/University | Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
McMaster University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Bristol | College/University | Undergraduate Degree | |
Carleton University | College/University | Undergraduate Degree | |
University of St. Michael's College | College/University | Undergraduate Degree | |
SEI Financial Services Co. | Corporate Officer/Principal | ||
Canada Pension Plan Investment Board Private Investments
Canada Pension Plan Investment Board Private Investments Investment ManagersFinance Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada. | Investment Managers | Corporate Officer/Principal | |
Mercer Investment Consulting LLC
Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change. | Investment Managers | Corporate Officer/Principal | |
SLGI Asset Management, Inc.
SLGI Asset Management, Inc. Investment ManagersFinance SLGI Asset Management, Inc. (SLGI) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2010 and is a subsidiary of Sun Life Financial, Inc. (TSE: SLF), a diversified financial services company. SLGI serves as the investment manager of the Sun Life family of mutual funds. | Investment Managers | Chief Investment Officer | |
Canso Fund Management Ltd.
Canso Fund Management Ltd. Investment ManagersFinance Canso Fund Management Ltd. provides investment services. The company was founded in June 1997 and is headquartered in Richmond Hill, Canada. | Investment Managers | President | |
Lysander Funds Ltd.
Lysander Funds Ltd. Investment ManagersFinance Lysander Funds Ltd. provides fund management services. It provides retail distribution of pooled and mutual funds for Canso Investment Counsel Ltd. and other independent investment managers. The firm currently distributes three Canso pooled funds and two Lysander pooled funds. The company was founded in 2009 and is headquartered in Richmond Hill, Canada. | Investment Managers | Director of Finance/CFO | |
Pricewaterhousecoopers LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
LifeWorks Investment Management Ltd.
LifeWorks Investment Management Ltd. Investment ManagersFinance LifeWorks Investment Management Ltd. (LWIM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 2012 as Morneau Shepell Asset & Risk Management Ltd. and changed their name into LifeWorks Investment Management Ltd. in 2021. They are a subsidiary of LifeWorks, Inc., which is owned by TELUS Corp. (TSX: T; NYSE: TU). LWIM provides investment advice to individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Responsible Investment Association
Responsible Investment Association Miscellaneous Commercial ServicesCommercial Services Responsible Investment Association provides investment advisory services. The company is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Perspectec, Inc.
Perspectec, Inc. Investment ManagersFinance Perspectec, Inc. operates as an investment advisory firm. It analyzes select public technology or growth companies. The company was founded by Robin Manson-Hing in 2017 and is headquartered in Toronto, Canada. | Investment Managers | Chief Executive Officer | |
CANSO SELECT OPPORTUNITIES CORPORATION | Miscellaneous | Chief Executive Officer |
Statistik
International
Kanada | 34 |
Vereinigte Staaten | 6 |
Vereinigtes Königreich | 4 |
Sektoral
Finance | 25 |
Consumer Services | 10 |
Miscellaneous | 5 |
Commercial Services | 3 |
Operativ
Corporate Officer/Principal | 19 |
Undergraduate Degree | 12 |
Chief Investment Officer | 7 |
Director/Board Member | 6 |
Director of Finance/CFO | 6 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Tim Hicks | 11 |
Raj Vijh | 6 |
Samir Khan | 6 |
Becky J. West | 6 |
Sadiq S. Adatia | 5 |
Robin Manson-Hing | 5 |
Susanne DesRochers | 4 |
Fred Pinto | 4 |
Dan O’Reilly | 4 |
David Wong | 3 |
Irshaad Ahmad | 3 |
Nicole Kilfoy | 3 |
Mark Weinberg | 3 |