Bill Wolfenden
Chief Investment Officer bij Doherty & Associates Ltd.
Actieve functies van Bill Wolfenden
Bedrijven | Functie | Begin | Einde |
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Doherty & Associates Ltd.
Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Chief Investment Officer | 01-01-2001 | - |
Lid van de Investeringscommissie | 01-01-2001 | - | |
Portefeuillebeheerder-Aandelen | 01-01-2001 | - |
Loopbaan van Bill Wolfenden
Eerdere bekende functies van Bill Wolfenden
Bedrijven | Functie | Begin | Einde |
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DWM Securities, Inc.
DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF. | Analyst-Equity | - | 30-06-2003 |
T.E. Financial Consultants Ltd.
T.E. Financial Consultants Ltd. Investment ManagersFinance T.E. Financial Consultants Ltd. provides financial advisory services. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | - | - |
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Chief Investment Officer | 02-04-2009 | - |
Portefeuillebeheerder-Aandelen | 02-04-2009 | - | |
Portfolio Manager-Fixed Income | 02-04-2009 | - |
Opleiding van Bill Wolfenden
McGill University | Masters Business Admin |
Statistieken
Internationaal
Canada | 6 |
Operationeel
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Finance |
DWM Securities, Inc.
DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF. | Finance |
Doherty & Associates Ltd.
Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Finance |
T.E. Financial Consultants Ltd.
T.E. Financial Consultants Ltd. Investment ManagersFinance T.E. Financial Consultants Ltd. provides financial advisory services. The company is headquartered in Toronto, Canada. | Finance |
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