Ursprung des Netzwerks ersten Grades von Chase Lance Bethel
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
32
| Subsidiary | Investment Managers | 32 |
Fidelity (Canada) Asset Management ULC
 Fidelity (Canada) Asset Management ULC Investment ManagersFinance Fidelity (Canada) Asset Management ULC (FCAM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was formerly known as Pyramis Global Advisors (Canada) ULC. They are a subsidiary of Fidelity Investments Canada ULC, ultimately owned by FMR LLC in the US. FCAM provides services to Canadian institutional investors, including corporate and public retirement funds, endowments, foundations, insurance companies and banks.
7
| Extinct | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Chase Lance Bethel
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| Queen's University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Scotia Capital, Inc. (Broker)
 Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity Portfolio Manager-Fixed Income | |
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Empire Life Investments, Inc.
 Empire Life Investments, Inc. Investment ManagersFinance Empire Life Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 2011 and is a wholly owned subsidiary of The Empire Life Insurance Co. Empire Life Investments exclusively manages investment solutions for Canadians. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Macquarie Capital Markets Canada Ltd.
 Macquarie Capital Markets Canada Ltd. Investment Banks/BrokersFinance Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
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 Portfolio Manager-Equities Director of Research - Equity | |
| Université du Québec à Montréal | College/University | Undergraduate Degree Masters Business Admin | |
| Richard Ivey School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| University of Guelph | College/University | Undergraduate Degree Undergraduate Degree | |
The Empire Life Insurance Co. (Investment Portfolio)
 The Empire Life Insurance Co. (Investment Portfolio) Investment ManagersFinance The Empire Life Insurance Co. (Investment Portfolio) (Empire Life-IP) is the investment portfolio division of The Empire Life Insurance Co., a life insurance and financial services company headquartered in Kingston, Ontario. Founded in 1923, the firm offers life insurance, investment products and employee benefits. Empire Life-IP manages the client's investment portfolio. | Investment Managers | Portfolio Manager-Equities 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-Fixed Income Analyst-Equity | |
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 | |
| Rotman School of Management | College/University | Masters Business Admin Masters Business Admin | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
| Toronto Metropolitan University of | College/University | Undergraduate Degree Undergraduate Degree | |
TD Securities, Inc.
 TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The Caisse de dépôt et placement du Québec
 The Caisse de dépôt et placement du Québec Investment ManagersFinance The Caisse de dépôt et placement du Québec (CDPQ) is a government-owned institutional fund manager headquartered in Montréal, Canada. Founded in 1965, CDPQ manages the funds of several depositor groups primarily for public and parapublic pension and insurance plans which pay out benefits to more than two million Quebecers each year. | Investment Managers | Analyst-Equity | |
| Bard College | College/University | Undergraduate Degree | |
| McGill University | College/University | Doctorate Degree | |
| Ecole Superieure de Commerce IDRAC | College/University | Undergraduate Degree | |
Echelon Wealth Partners, Inc.
 Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Investment Banks/Brokers | Analyst-Equity | |
ClubLink Corp.
 ClubLink Corp. Movies/EntertainmentConsumer Services ClubLink Corp. engages in golf club and resort operations. It caters event such as golf tournament, weddings, meeting and conferences, and other celebrations. The company was founded by Bruce Simmonds on December 31, 1993 and is headquartered in King City, Canada. | Movies/Entertainment | Corporate Officer/Principal | |
| Cohen Hamilton Steger & Co. Inc. | Corporate Officer/Principal | ||
Sagard Private Equity
 Sagard Private Equity Investment ManagersFinance Sagard Private Equity (Sagard) is a private equity subsidiary of Sagard Holdings ULC founded in 2021. The firm is headquartered in Canada with offices in New York and Denver. | Investment Managers | Private Equity Investor | |
| HEC Montréal | College/University | Graduate Degree | |
The Investment Management Corp. of Ontario
 The Investment Management Corp. of Ontario Investment ManagersFinance The Investment Management Corp. of Ontario (IMCO) is an independent investment firm headquartered in Toronto, Canada. IMCO was founded in 2016 to provide comprehensive and value-added investment management and advisory solutions to public-sector clients in Ontario. | Investment Managers | Portfolio Manager-Equities | |
| Nikko Securities International, Inc. | Corporate Officer/Principal | ||
| University of Windsor | College/University | Undergraduate Degree | |
Royal Trust Corp. of Canada
 Royal Trust Corp. of Canada Investment ManagersFinance Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide. | Investment Managers | Portfolio Manager-Fixed Income | |
| The University of Reading | College/University | Graduate Degree | |
CIBC Bank USA (Investment Management)
 CIBC Bank USA (Investment Management) Investment ManagersFinance CIBC Bank USA (Investment Management) (CIBC US) is the investment management division of CIBC Bank USA, a commercial bank headquartered in Chicago, Illinois. The firm was founded in 1991 and is a subsidiary of CIBC Bancorp USA, Inc., which is owned by Canadian Imperial Bank of Commerce (TSE: CM) in Canada. CIBC US provides tailored commercial, wealth management, personal, and small business financial solutions as well as cross-border banking services to clients with North American operations. | Investment Managers | Private Equity Investor | |
GenTra, Inc.
 GenTra, Inc. Real Estate DevelopmentFinance Part of Brookfield Corp., GenTra, Inc. is a Canadian company that manages real estate properties. The company is based in Toronto, Canada. GenTra was acquired by Brookfield Office Properties, Inc., part of Brookfield Corp. from June 10, 2014 on September 26, 2000 for $91.61 million. | Real Estate Development | Corporate Officer/Principal | |
| Endowment Foundation | Director/Board Member | ||
The National Ballet of Canada
 The National Ballet of Canada Movies/EntertainmentConsumer Services The National Ballet of Canada operates as a Canadian ballet company. The company was founded by Celia Franca in 1951 and is headquartered in Toronto, Canada. | Movies/Entertainment | Director/Board Member | |
| FIERA CAPITAL CORPORATION | Investment Managers | Director/Board Member | |
| DePaul University | College/University | Masters Business Admin | |
| University of Kansas | College/University | Undergraduate Degree | |
| R. R. DONNELLEY & SONS COMPANY | Advertising/Marketing Services | Private Equity Analyst | |
Patriot Capital
 Patriot Capital Investment ManagersFinance Patriot Capital (Patriot) is a private equity firm founded in 2001 by Charles McCusker and Chris Royston. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Private Equity Investor | |
CWB Private Investment Counsel Ltd.
 CWB Private Investment Counsel Ltd. Investment ManagersFinance CWB Private Investment Counsel Ltd. (CWB Private) is an asset management firm headquartered in Toronto, Canada. Formerly known as IA Investment Counsel, Inc., the firm was founded in 1972 and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Private provides wealth management services to high-net worth Canadian families. | Investment Managers | Director of Research - Equity | |
| Concordia University | College/University | Undergraduate Degree |
Statistik
International
| Kanada | 39 |
| Vereinigte Staaten | 9 |
| Hong Kong | 2 |
| Frankreich | 2 |
| Vereinigte Arabische Emirate | 2 |
Sektoral
| Finance | 24 |
| Consumer Services | 24 |
| Commercial Services | 2 |
Operativ
| Analyst-Equity | 43 |
| Undergraduate Degree | 39 |
| Portfolio Manager-Equities | 34 |
| Corporate Officer/Principal | 27 |
| Masters Business Admin | 14 |
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