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Tristan Mark Sones
Head-Fixed Income Invts bei AGF Investments, Inc.
Ursprung des Netzwerks ersten Grades von Tristan Mark Sones
Einheit | Art der Einheit | Industrie | |
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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. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors.
69
| Subsidiary | Investment Managers | 69 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Tristan Mark Sones
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
Queen's University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
AGF MANAGEMENT LIMITED | Investment Managers | Founder Chief Executive Officer Corporate Officer/Principal Chairman Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO | |
Rotman School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
York University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
McMaster University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Corporate Officer/Principal | |
CI Investments, Inc.
![]() CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income | |
Highstreet Asset Management, Inc.
![]() Highstreet Asset Management, Inc. Investment ManagersFinance Founded in 1998, Highstreet Asset Management, Inc. is a mutual fund manager and registered investment advisor located in London, Ontario. The firm is a wholly-owned subsidiary of AGF Management Ltd. They manages portfolios for pension plans, corporate investors, foundations and high net-worth families. Their Canadian clients include universities and some of Canada’s largest pension plans. | Investment Managers | Head-Fixed Income Invts Head-Equity Investments Analyst-Equity Analyst-Equity | |
Westwood International Advisors, Inc.
![]() Westwood International Advisors, Inc. Investment ManagersFinance Westwood International Advisors, Inc. (Westwood) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 2012 and is a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides investment solutions to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
CFA Society Toronto
![]() CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | President Corporate Officer/Principal Chairman | |
The University of Waterloo | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
Fidelity Investments Canada ULC
![]() Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal | |
Sprott Asset Management LP
![]() Sprott Asset Management LP Investment ManagersFinance Sprott Asset Management LP (Sprott AM) is a Canadian alternative investment management firm headquartered in Toronto, Ontario. The firm was founded by Eric Sprott in 1981 and is a subsidiary of Sprott Asset Management GP, Inc., which is owned by Sprott, Inc. (NYSE, TSX: SII). Sprott AM offers a wide variety of investment solutions to Canadian and international investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
The Bishop Strachan School
![]() The Bishop Strachan School Other Consumer ServicesConsumer Services The Bishop Strachan School provides education services. It provides education for day and boarding students from JK to Grade 12. The company was founded in 1867 and is headquartered in Toronto, Canada. | Other Consumer Services | Director/Board Member Chairman | |
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 | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
RBC Dominion Securities, Inc.
![]() RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
1832 Asset Management LP
![]() 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Analyst-Equity Analyst-Equity | |
Deloitte & Touche, Inc.
![]() Deloitte & Touche, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Canaccord Genuity Corp.
![]() Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
OMERS Administration Corp.
![]() OMERS Administration Corp. Investment ManagersFinance OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario. | Investment Managers | Analyst-Equity Analyst-Equity | |
Smith & Williamson Holdings Ltd.
![]() Smith & Williamson Holdings Ltd. Financial ConglomeratesFinance Smith & Williamson Holdings Ltd. provides financial advisory services for private individuals, corporations, and non-profit organizations. It offers personal financial planning, private client tax, personal insolvency, assurance and accounting, business tax, pensions and employee benefits, restructuring and recovery, transaction and valuation, and other related services. The company was founded in 1881 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Carleton University | College/University | Undergraduate Degree Undergraduate Degree | |
The National Club
![]() The National Club RestaurantsConsumer Services The National Club operates as a business and social club. It provides private dining and meeting facilities and accommodations to members and guests. The company was founded in 1874 and is headquartered in Toronto, Canada. | Restaurants | Corporate Officer/Principal President | |
National Bank Financial, Inc. (Broker)
![]() National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree | |
Simon Fraser University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | President President | |
SILVERCREST METALS INC. | Precious Metals | Director/Board Member | |
Queen's University of Belfast | College/University | Undergraduate Degree | |
Fidelity Human Resources Services Co. LLC | Director of Finance/CFO | ||
Massachusetts Society of Certified Public Accountants, Inc.
![]() Massachusetts Society of Certified Public Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Massachusetts Society of Certified Public Accountants, Inc. provide services in public accounting, industry and business, government and education. The firm offers advocacy, continuing professional education, peer review, membership, communications and academic and career development department. The company was founded in 1900 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
FundSERV, Inc.
![]() FundSERV, Inc. Cable/Satellite TVConsumer Services FundSERV, Inc. provides electronic business services to the Canadian investment fund industry. The company was founded in 1993 and is headquartered in Toronto, Canada. | Cable/Satellite TV | Director/Board Member | |
University of Western | College/University | Masters Business Admin | |
Bank of China (Fuzhou Branch) | Corporate Officer/Principal | ||
Integran Technologies, Inc.
![]() Integran Technologies, Inc. Industrial SpecialtiesProcess Industries Integran Technologies, Inc. develops and manufactures electrodeposited nanocrystalline metal products. Its products include magnetic shieldings products, lined composite tubes, and ultra-lightweight structural parts. The company was founded by Gino Palumbo in 1999 and is headquartered in Mississauga, Canada. | Industrial Specialties | Corporate Officer/Principal | |
Fudan University | College/University | Undergraduate Degree | |
Columbia Threadneedle (EM) Investments Ltd.
![]() Columbia Threadneedle (EM) Investments Ltd. Investment ManagersFinance Columbia Threadneedle (EM) Investments Ltd. (Columbia Threadneedle EMI) is a specialist fund management firm headquartered in London, UK. The firm was founded in 1995 and formerly known as LGM Investments Ltd. In 2021, they became a wholly owned subsidiary of Columbia Threadneedle Investments UK International Ltd., which is owned by Ameriprise Financial, Inc. (NYSE: AMP) in the US. The legal entity of LGM Investments Ltd. became Columbia Threadneedle (EM) Investments Ltd. in 2022. Columbia Threadneedle EMI provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. | Investment Managers | Portfolio Manager-Equities | |
Barometer Capital Management, Inc.
![]() Barometer Capital Management, Inc. Investment ManagersFinance Barometer Capital Management, Inc. (Barometer) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded in 2006 through a management buyout of Rockwater Asset Management, Inc. Barometer manages investment portfolios for high-net-worth individuals, endowments, foundations, partnerships, corporations, public funds and pension trusts throughout Canada and internationally. | Investment Managers | Analyst-Equity | |
Iowa State University | College/University | Undergraduate Degree | |
LifePro Asset Management LLC
![]() LifePro Asset Management LLC Investment ManagersFinance LifePro Asset Management LLC (LPAM) is an asset management firm headquartered in San Diego, California. The firm was founded in 2015 and is a subsidiary of LifePro Financial Services, Inc. LPAM provides advisory services to individuals, high net-worth individuals, and charitable organizations. | Investment Managers | Analyst-Fixed Income | |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Kanada | 39 |
Vereinigte Staaten | 7 |
Vereinigtes Königreich | 4 |
China | 3 |
Thailand | 2 |
Sektoral
Finance | 25 |
Consumer Services | 19 |
Commercial Services | 4 |
Non-Energy Minerals | 2 |
Miscellaneous | 2 |
Operativ
Analyst-Equity | 75 |
Portfolio Manager-Equities | 74 |
Corporate Officer/Principal | 66 |
Undergraduate Degree | 62 |
Director/Board Member | 46 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Blake Goldring | 37 |
George Graham | 14 |
Jamie Horvat | 12 |
Kevin McCreadie | 12 |
C. Warren Goldring | 12 |
Robert J. Bogart | 11 |
Ani Markova | 10 |
Carl P James | 9 |
Grace Huang | 9 |
Charles Oliver | 9 |
Auritro Kundu | 8 |
Steve Bonnyman | 8 |
Sam Mitter | 8 |
David Gregory Stonehouse | 7 |
Peter Imhof | 7 |
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