Carl Andrew Mustos
Directeur/Bestuurslid bij Investia Financial Services, Inc.
Oorsprong van het eerstegraads netwerk van Carl Andrew Mustos
Entiteit | Type entiteit | Industrie | |
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IA Clarington Investments, Inc.
IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.
16
| Subsidiary | Investment Managers | 16 |
Investia Financial Services, Inc.
Investia Financial Services, Inc. Insurance Brokers/ServicesFinance Investia Financial Services, Inc. provides insurance services. It offers products and services associated with the distribution of investment funds and segregated funds. The company was founded in 1999 and is headquartered in Quebec, Canada.
6
| Subsidiary | Insurance Brokers/Services | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Carl Andrew Mustos via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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THE TORONTO-DOMINION BANK | Major Banks | Corporate Officer/Principal | |
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Analyst-Equity | |
CANADIAN IMPERIAL BANK OF COMMERCE | Regional Banks | Corporate Officer/Principal | |
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Economist | |
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 | Corporate Officer/Principal | |
CANOE EIT INCOME FUND | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Industrial Alliance Insurance & Financial Services, Inc.
Industrial Alliance Insurance & Financial Services, Inc. Multi-Line InsuranceFinance Industrial Alliance Insurance & Financial Services, Inc. engages in the provision of insurance and investment solutions. It operates through the following segments: Individual Insurance, Individual Wealth Management, Group Insurance, Group Savings and Retirement, US Operations and Other. The Individual Insurance segment refers to life, health, disability, and mortgage insurance products. The Individual Wealth Management segment offers individual products and services for savings plans, retirement funds, and segregated funds, in addition to securities brokerage, trust operations and mutual funds. The Group Insurance segment offers fife, health, accidental death, and dismemberment, dental care and short and long-term disability insurance products for employee plans; creditor insurance, replacement insurance, replacement warranties, extended warranties and other ancillary products for dealer services; and specialized products for special markets solutions. The Group Savings and Retirement segment provides products and services for savings plans, retirement funds, and segregated funds. The US Operations segment provides miscellaneous insurance products sold in the United States such as life insurance products and extended warranties relating to dealer services. The Other segment relates to auto and home insurance products and services such as set management and financing, as well as company capital. The company was founded in 1892 and is headquartered in Quebec, Canada. | Multi-Line Insurance | President Sales & Marketing Chief Administrative Officer | |
LOGISTEC CORPORATION | Marine Shipping | Human Resources Officer | |
EACOM Timber Corp.
EACOM Timber Corp. Forest ProductsNon-Energy Minerals EACOM Timber Corp. engages in the manufacture and distribution of lumber and wood-based products, and the management of forest resources. It offers stud grade lumber, dimension lumber, machine-stress rated lumber, specialty lumber and engineered woods. The company was founded by Hassan Salari on April 2, 1980 and is headquartered in Montreal, Canada. | Forest Products | Human Resources Officer | |
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 | Market Strategist | |
KPMG Corporate Finance LLC
KPMG Corporate Finance LLC Investment ManagersFinance KPMG Corporate Finance LLC provides investment advisory services. The firm offers mergers and acquisitions advisory services including buy side, sell side, equity and debt financings and management buyouts. The company is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
LIFE & BANC SPLIT CORP. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
GEODRILL LIMITED | Precious Metals | Director/Board Member | |
Canoe 2015 Flow Through LP Cde Units
Canoe 2015 Flow Through LP Cde Units Investment Trusts/Mutual FundsMiscellaneous Canoe 2015 Flow Through LP Cde Units, is a limited partnership proposes to issue units of two separate non-redeemable investment funds, each with a separate portfolio of assets: 1. Class CDE limited partnership units 2. Class CEE limited partnership units. Its investment objectives are to provide Limited Partners with exposure to quality tax-advantaged energy investments of one or both of the Investment Portfolios, at the Limited Partners choosing, with a view to maximizing total after-tax returns for Limited Partners. The company was founded on December 17, 2014 and is headquartered in Calgary, CA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Canoe 2015 Flow Through LP Cee Units
Canoe 2015 Flow Through LP Cee Units Investment Trusts/Mutual FundsMiscellaneous Canoe 2015 Flow Through LP Cee Units, is a limited partnership proposes to issue units of two separate non-redeemable investment funds, each with a separate portfolio of assets: 1. Class CDE limited partnership units 2. Class CEE limited partnership units. Its investment objectives are to provide Limited Partners with exposure to quality tax-advantaged energy investments of one or both of the Investment Portfolios, at the Limited Partners choosing, with a view to maximizing total after-tax returns for Limited Partners. The company was founded on December 17, 2014 and is headquartered in Calgary, CA. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Connor, Clark & Lunn Financial Group Ltd.
Connor, Clark & Lunn Financial Group Ltd. Financial ConglomeratesFinance Connor, Clark & Lunn Financial Group Ltd. is a multi-boutique asset management firm that offers a wide range of investment management products and services to institutional investors, high net worth individuals, and advisors. The private company centralizes all operational and distribution functions to allow investment managers to focus on their core competencies. With offices across Canada and subsidiaries in the United Kingdom, Cayman Islands, United States, Ireland, and Canada, CC&L Financial Group manages over CAD $100 billion in assets. | Financial Conglomerates | Corporate Officer/Principal | |
Leon Frazer & Associates, Inc.
Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Investment Managers | Analyst-Equity | |
NCM Asset Management Ltd.
NCM Asset Management Ltd. Investment ManagersFinance Norrep Capital Management Ltd. (NCM) is a global investment manager headquartered in Calgary, Alberta, Canada. The firm was founded in 1995 as Hesperian Capital Management Ltd. They assumed portfolio management duties for Norrep Investments at the beginning of 1999. On 01 May 2018, Cumberland Partners (CPL), Norrep Investment Management Group Inc. (NIMGI; parent company of NCM), Perron & Partners Wealth Management Corp. (PPWM) and Perron Asset Management Inc. (PAM) amalgamated their entities. As a result of the combination, CIC, CPWM, NIMGI and NCM became wholly-owned subsidiaries of CPL. NCM has provided Canadians with an independent choice for their investments using a highly disciplined approach to investing. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
Sionna Investment Managers, Inc.
Sionna Investment Managers, Inc. Investment ManagersFinance Sionna Investment Managers, Inc. (SIM) is an independent registered mutual fund manager and investment adviser headquartered in Toronto, Ontario and was founded 2002. SIM manages mutual funds, individual managed assets and institutional portfolios. | Investment Managers | Corporate Officer/Principal | |
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 | |
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 | |
Haywood Securities, Inc.
Haywood Securities, Inc. Investment Banks/BrokersFinance Founded in 1981, Haywood Securities Inc. is a broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary and Toronto. The firm offers a full array of investment services. Their research focuses on companies in the mining, oil & gas, biotechnology, telecommunications and technology sectors. They focus on young companies that are built around innovative ideas and offer the potential for rapid growth. Haywood Securities is a member of the Toronto Stock Exchange, the TSX Venture Exchange, the Montreal Exchange, the Canadian Trading and Quotation System, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. They are also registered to transact securities business in the U.S. and are a member of the NASD. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
McGill University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
York University | College/University | Graduate Degree | |
McKenna Gale Capital, Inc.
McKenna Gale Capital, Inc. Investment ManagersFinance McKenna Gale Capital, Inc (McKenna Gale Capital) is an independent private equity firm headquartered in Toronto. The firm is founded in 1995 by Kevin J. McKenna and Bob M. Gale. | Investment Managers | Private Equity Analyst | |
Pepperdine University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Graduate Degree | |
The University of Waterloo | College/University | Graduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
McMaster University | College/University | Undergraduate Degree | |
Athabasca University | College/University | Undergraduate Degree | |
Université Laval | College/University | Undergraduate Degree | |
Wilfrid Laurier 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 | Chairman Chairman | |
Maritime Data Center, Inc.
Maritime Data Center, Inc. Miscellaneous Commercial ServicesCommercial Services Maritime Data Center, Inc. provides business outsourcing solutions. Its services include payroll processing, time & attendance and workers compensation claims management. The company was founded in 1969 and is headquartered in Montréal, Canada. | Miscellaneous Commercial Services | Chairman | |
Canoe Financial LP
Canoe Financial LP Investment ManagersFinance Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors. | Investment Managers | Chief Executive Officer | |
Brompton Corp.
Brompton Corp. Investment ManagersFinance Brompton Corp. engages in the provision of management and portfolio management services. It offers structuring, marketing and management of publicly traded closed-end investment funds. The company was founded on June 30, 1998 and is headquartered in Toronto, Canada. | Investment Managers | Sales & Marketing | |
Ordre des Conseillers en ressources humaines agréés | Corporate Officer/Principal | ||
Queen Mary's College | College/University | Graduate Degree | |
Fuller Landau LLP
Fuller Landau LLP Miscellaneous Commercial ServicesCommercial Services Fuller Landau LLP provides accountancy and business consulting services. It offers advisory services to mid-market businesses including business valuation, litigation support, forensic accounting, restructuring, corporate finance, mergers and acquisitions, family office and succession planning services. The company was founded in 1963 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Brandes Investment Partners & Co.
Brandes Investment Partners & Co. Investment ManagersFinance Part of Brandes Worldwide Holdings LP, Brandes Investment Partners & Co. is a Canadian Toronto-based company founded in 2002 with Oliver Murray as the CEO. The company offers mutual fund investments, and returns on mutual funds are not guaranteed, values change frequently, and past performance may not be repeated. The company is an independent investment platform that offers products and services in alliance with leading investment companies with institutional roots. Bridgehouse Asset Managers, a subsidiary of Brandes Investment Partners, provides financial advisors with product and value-added tools to help Canadians build their long-term wealth by following sound investing principles. | Investment Managers | Corporate Officer/Principal | |
Canoe Financial Corp.
Canoe Financial Corp. Miscellaneous Commercial ServicesCommercial Services Canoe Financial Corp. provides management services. The private company is based in Calgary, Canada. Darcy Wayne Hulston has been the CEO of the Canadian company since 2010. | Miscellaneous Commercial Services | Chief Executive Officer | |
Tata Steel Minerals Canada Ltd.
Tata Steel Minerals Canada Ltd. SteelNon-Energy Minerals Tata Steel Minerals Canada Ltd. manufactures steel. The firm engages in iron ore mining operations in Canada. The company is headquartered in Montreal. Canada. | Steel | Human Resources Officer | |
The Schulich School of Business | College/University | Masters Business Admin | |
Richard Ivey School of Business | College/University | Undergraduate Degree Masters Business Admin | |
Canoe 2015 General Partner Corp.
Canoe 2015 General Partner Corp. Financial ConglomeratesFinance Canoe 2015 General Partner Corp. provides financial services. The private company is based in Calgary, Canada. Darcy Wayne Hulston has been the CEO of the Canadian company since 2014. | Financial Conglomerates | Chief Executive Officer | |
Waypoint Investment Partners, Inc.
Waypoint Investment Partners, Inc. Investment ManagersFinance Part of Chesswood Group Ltd., Waypoint Investment Partners, Inc. is a Toronto-based investment manager that services high net worth individuals, family offices, investment advisors, foundations and institutional clients. Waypoint Investment Partners was acquired by Chesswood Capital Management, Inc. on May 25, 2022 for $2.83 million. With a team of 12 experienced industry professionals, Waypoint delivers proprietary products and services. Waypoint is a member of the Portfolio Management Association of Canada and is registered as an investment fund manager, portfolio manager and exempt market dealer in several Canadian provinces. The Canadian company was founded in 2017 by Michael Tait. Christopher Maxwell Torokvei has been the CEO of the company since 2017. | Investment Managers | Portfolio Manager-Equities | |
Wellington Square Advisors, Inc.
Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income |
Statistieken
Internationaal
Canada | 46 |
Verenigde Staten | 3 |
Verenigd Koninkrijk | 3 |
Frankrijk | 2 |
Sectoraal
Finance | 26 |
Consumer Services | 14 |
Miscellaneous | 5 |
Non-Energy Minerals | 4 |
Commercial Services | 4 |
Operationeel
Director/Board Member | 38 |
Corporate Officer/Principal | 19 |
Undergraduate Degree | 14 |
President | 12 |
Portfolio Manager-Fixed Income | 10 |
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