Brendan Caldwell
Algemeen Directeur bij Caldwell Investment Management Ltd.
Vermogen: 4 M $ op 30-04-2024
Oorsprong van het eerstegraads netwerk van Brendan Caldwell
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
University of London
106
| College/University | Other Consumer Services | 106 |
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.
73
| Holding Company | Miscellaneous Commercial Services | 73 |
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.
32
| Private Company | Other Consumer Services | 32 |
Caldwell Investment Management Ltd.
 Caldwell Investment Management Ltd. Investment ManagersFinance Caldwell Investment Management Ltd. (CIM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario and was founded in 1990. The firm is a subsidiary of Caldwell Financial Ltd. CIM provides investment management and advisory services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations and family accounts.
18
| Subsidiary | Investment Managers | 18 |
Trinity College (Canada)
6
| College/University | Other Consumer Services | 6 |
Caldwell Securities Ltd.
 Caldwell Securities Ltd. Investment Banks/BrokersFinance Caldwell Securities Ltd. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded by Thomas Caldwell in 1980 and they are a subsidiary of Caldwell Financial Ltd. Caldwell Securities provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products for families, individuals, corporations, trusts and foundations, as well as professional investment management for select institutional investors.
4
| Subsidiary | Investment Banks/Brokers | 4 |
Caldwell Financial Ltd.
 Caldwell Financial Ltd. Investment ManagersFinance Caldwell Financial Ltd. provides investment services. It also provides independent, personalized and innovative wealth management strategies, investment solutions and insurance products for families, individuals, corporations, trusts and foundations, as well as professional investment management for select institutional investors. The company was founded in 1980 and is headquartered in Toronto, Canada.
3
| Private Company | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Brendan Caldwell via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| GREAT-WEST LIFECO INC. | Multi-Line Insurance | Chief Investment Officer | |
| URBANA CORPORATION | Financial Conglomerates | Chief Executive Officer Director/Board Member | |
| WORLD FINANCIAL SPLIT CORP. | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| BOARDWALK REAL ESTATE INVESTMENT TRUST | Real Estate Investment Trusts | Director/Board Member | |
CNSX Markets, Inc.
 CNSX Markets, Inc. Investment Banks/BrokersFinance CNSX Markets, Inc. operates a stock exchange. It offers an alternative for companies looking to access the Canadian public capital markets. The company provides market access vendors, market data vendors, newswire services, network access providers, regulatory services and services for listed companies. The company was founded by Ian Bandeen in 2001 and is headquartered in Toronto, Canada. | Investment Banks/Brokers | Director/Board Member Chairman | |
| TOP 10 SPLIT TR UN | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| CORE CANADIAN DIVIDEND TRUST | Investment Trusts/Mutual Funds | Chief Executive Officer Director/Board Member | |
| NORTHWEST HEALTHCARE PROPERTIES REAL ESTATE INVESTMENT TRUST | Real Estate Investment Trusts | Director/Board Member | |
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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| BARRICK GOLD CORPORATION | Precious Metals | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| DUNDEE PRECIOUS METALS INC. | Precious Metals | Founder Chairman | |
| National University of Singapore | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Toronto Stock Exchange, Inc.
 Toronto Stock Exchange, Inc. Investment Banks/BrokersFinance Toronto Stock Exchange operates as a stock exchange. It provides opportunities to access public equity capital, liquidity for existing investors, and monitor market exposure associated with Canada's senior exchange. Toronto Stock Exchange was founded in 1852 and is located in Toronto, ON. | Investment Banks/Brokers | Director/Board Member President | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| York University | College/University | Masters Business Admin Masters Business Admin | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Hong Kong | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Graduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
DBRS Ltd.
 DBRS Ltd. Financial Publishing/ServicesCommercial Services DBRS Ltd. operates as credit ratings agency. The firm provides tools that helps the investors in making investment decisions. It offers web subscriptions, DBRS Viewpoint, DBRS Product Manual, and RatingsNow. The company was founded by Walter Schroeder in 1976 and is headquartered in Toronto, Canada. | Financial Publishing/Services | Corporate Officer/Principal | |
| Nanyang Technological University | College/University | Undergraduate Degree Graduate Degree | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Order of Canada
 Order of Canada Miscellaneous Commercial ServicesCommercial Services Order of Canada is an organization based in Ottawa, Canada. The organization is affiliated with the governor general of Canada, La gouverneure générale du. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Canadian Institute of Mining, Metallurgy & Petroleum
 The Canadian Institute of Mining, Metallurgy & Petroleum Miscellaneous Commercial ServicesCommercial Services The Canadian Institute of Mining, Metallurgy & Petroleum (CIM) is a not-for-profit technical society of professionals in the Canadian minerals, metals, materials, and energy industries. CIM is based in Westmount, Canada, and has subsidiaries in Canada. CIM provides a wealth of benefits to its members, including building industry knowledge, enhancing professional profiles, and raising Canadian company visibility. The institute offers a range of services, including professional development, distinguished lecturer programs, and awards. The private company was founded by Patrick B. Carlson, and the CEO is Angela Hamlyn. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Chartered Professional Accountants of Ontario
 Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Canadian Institute of Chartered Business Valuators
 Canadian Institute of Chartered Business Valuators Miscellaneous Commercial ServicesCommercial Services Canadian Institute of Chartered Business Valuators operates as a not-for-profit valuation professional organization. Its practice area include business valuation and litigation support. The company was founded in 1971 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Prospectors & Developers Association of Canada
 Prospectors & Developers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Prospectors & Developers Association of Canada operates as a mineral exploration and development association. The non-profit company is based in Toronto, Canada. and has subsidiaries in Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Loewen, Ondaatje, McCutcheon Ltd.
 Loewen, Ondaatje, McCutcheon Ltd. Investment Banks/BrokersFinance Loewen, Ondaatje, McCutcheon Ltd. (LOM) is an independent Canadian broker/dealer firm headquartered in Toronto, Ontario. Founded in 1970, the firm combines objective research and value-added financing ideas with institutional sales, trading and investment banking. They are a provider of value-added North American research. LOM focuses exclusively on advising small and mid-cap companies, with a strong focus on select emerging growth companies in industries that include Technology, Healthcare, and Mining. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Pension Investment Association of Canada
 Pension Investment Association of Canada Investment ManagersFinance Pension Investment Association of Canada engages in pension oversight services. The firm provides legislative and regulatory pension investment and governance. The company was founded in 1977 and is headquartered in Toronto, Canada. | Investment Managers | Corporate Officer/Principal Director/Board Member | |
| Richard Ivey School of Business | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
Chartered Professional Accountants of Canada
 Chartered Professional Accountants of Canada Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Canada (CPA) is a national accounting organization representing over 220,000 CPAs at national and international levels. The non-profit company is based in Toronto, Canada. CPA Canada collaborates with provincial and territorial regulatory bodies to support the profession and promote transparency in financial markets. The organization contributes to standard setting and public policy and works with international bodies to build a stronger accounting profession worldwide. CPA Canada provides extensive resources covering sustainability, corporate reporting, standards, and audit issues. The organization champions best practices that benefit business and society and prepares its members for an ever-evolving operating environment featuring unprecedented change. Pamela Steer has been the CEO of the Canadian company since 2022. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Mineral Resource Analysts Group
 Mineral Resource Analysts Group Other Metals/MineralsNon-Energy Minerals Mineral Resource Analysts Group engages in exploration of mineral resources. The company is headquartered in Toronto, Canada. | Other Metals/Minerals | President Corporate Officer/Principal | |
The Chinese Institute of Certified Public Accountants
 The Chinese Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Chinese Institute of Certified Public Accountants operates as an accounting organization. The private company is based in Beijing, China. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Institute of Singapore Chartered Accountants
 Institute of Singapore Chartered Accountants Miscellaneous Commercial ServicesCommercial Services Institute of Singapore Chartered Accountants provides accounting services. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
Addax Bank BSC
 Addax Bank BSC Investment Banks/BrokersFinance Addax Bank BSC is an investment bank that provides investment banking services. The private company is based in Manama, Bahrain. and has subsidiaries in Bahrain and United Arab Emirates. The Bahraini company was founded by Jassem Hassan Ali Zainal. Jassem Hassan Ali Zainal has been the CEO since incorporation. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistieken
Internationaal
| Canada | 32 |
| Verenigde Staten | 8 |
| Singapore | 4 |
| Hongkong | 4 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Commercial Services | 17 |
| Consumer Services | 15 |
| Finance | 12 |
| Miscellaneous | 4 |
| Non-Energy Minerals | 4 |
Operationeel
| Director/Board Member | 334 |
| Corporate Officer/Principal | 327 |
| Chairman | 99 |
| Independent Dir/Board Member | 92 |
| Undergraduate Degree | 79 |
Sterkste connecties
| Insiders | |
|---|---|
| Ned Goodman | 66 |
| John Paul Mulvihill | 40 |
| Walter Henry | 29 |
| Mary Stanek | 29 |
| Catherine Gignac | 27 |
| John David Chapman | 24 |
| Craig Brandon | 23 |
| Suh Shin Lee | 23 |
| Kalpesh Pankaj Kikani | 23 |
| Hisham bin Zainal Mokhtar | 22 |
| Robert Gillin | 21 |
| Arlene Isaacs-Lowe | 18 |
| Alan Ferry | 16 |
| Mei Shuen Low | 16 |
| Mandy Abramsohn | 16 |
- Beurs
- Insiders
- Brendan Caldwell
- Bedrijfsconnecties
