Oorsprong van het eerstegraads netwerk van Fai Lee
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Odlum Brown Ltd.
Odlum Brown Ltd. Investment Banks/BrokersFinance Founded in 1923, Odlum Brown Ltd. is an independent, full-service and brokerage firm headquartered in Vancouver, British Columbia. The firm focuses on providing professional investment advice, objective research and personalized client service. They manage investments in equities, fixed-income securities, mutual funds and GICs, and also offer services including financial, retirement and estate planning and a Young Investors Club for children. Odlum Brown seeks to select value-based investments that are consistent with their clients' objectives. The firm uses fundamental research to identify companies with competitive advantages resulting from low cost operations or companies operating in industries with significant barriers to competitive entry.
7
| Private Company | Investment Banks/Brokers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Fai Lee via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
THE BANK OF NOVA SCOTIA | Major Banks | Corporate Officer/Principal | |
Burgundy Asset Management Ltd.
Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | Investment Managers | Analyst-Equity | |
National Bank Financial, Inc.
National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is 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 is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Investment Managers | Corporate Officer/Principal | |
Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Odlum Brown USA Investment Management Ltd. (OB USA) is an independent, full-service investment firm headquartered in Vancouver, Canada. The firm was founded in 2005 and is wholly owned by Odlum Brown Ltd. OB USA provides disciplined investment advice and objective value-based research to individuals, estates, trusts, corporations and similar entities. | Investment Managers | Director of Research - Equity Analyst-Equity Analyst-Equity Analyst-Equity Chief Executive Officer Corporate Officer/Principal | |
BMO Financial Group, Inc.
BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Investment Banks/Brokers | Corporate Officer/Principal | |
Memorial University of Newfoundland | College/University | Undergraduate Degree | |
University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Simon Fraser University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree | |
Pender Private Equity Fund Management, Inc.
Pender Private Equity Fund Management, Inc. Investment ManagersFinance Pender Private Equity Fund Management Inc (Pender Ventures) is a venture capital subsidiary of PenderFund Capital Management Ltd founded in 1994 by John Kelly Edmison. The firm is headquartered in Vancouver, Canada with an office in Ontario. | Investment Managers | Chief Investment Officer | |
The Mutual Fund Dealers Association of Canada
The Mutual Fund Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Mutual Fund Dealers Association of Canada provides mandatory compliance credits for CE activities until December 1, 2023. The non-profit company is based in Toronto, Canada. The Canadian company offers resources to help investors become more informed about mutual funds and provides guidance for members regarding CRM2 requirements and implementation. The company was founded in 1998, and Mark T. Gordon has been the CEO of the company since 1998. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Canadian Investor Protection Fund
Canadian Investor Protection Fund Miscellaneous Commercial ServicesCommercial Services Canadian Investor Protection Fund engages in providing investment services. The company is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Morningstar Research, Inc. (Canada)
Morningstar Research, Inc. (Canada) Investment ManagersFinance Morningstar Research, Inc. Canada is Canada's leading investment fund research firm. They were formed in 1999 as the result of the acquisition of Portfolio Analytics and BellCharts Inc. by Chicago-based Morningstar Inc., the global investment firm in the US. They market the two most popular mutual fund software products, PALTrak and BellCharts and operate the Morningstar.ca web site. In addition, Morningstar Canada provides analysis and consulting services for investment management, fund performance evaluation and pension plan governance. They are located in Toronto. | Investment Managers | Corporate Officer/Principal | |
Pacific District Council | Corporate Officer/Principal | ||
University of British Columbia Alumni Association
University of British Columbia Alumni Association Miscellaneous Commercial ServicesCommercial Services University of British Columbia Alumni Association links alumni with the university. It also supports the mission and activities of the university. The organization also creates and operates fund raising, banquets, receptions, and other social events. The company was founded on May 4, 1917 and is headquartered in Vancouver, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Macquarie Bank
Macquarie Bank Investment Banks/BrokersFinance Macquarie Bank provides investment banking and financial services. The company is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
State Street Advisors, Inc.
State Street Advisors, Inc. Investment ManagersFinance Part of State Street Corp., State Street Advisors, Inc. provides investment advice. The company is based in Dallas, TX. | Investment Managers | Corporate Officer/Principal | |
PenderFund Capital Management Ltd.
PenderFund Capital Management Ltd. Investment ManagersFinance PenderFund Capital Management Ltd. (Pender) is an independent, value-based mutual fund firm headquartered in Vancouver, Canada. The firm was founded by J. Kelly Edmison in 2003. Pender manages a range of funds for various types of clients. | Investment Managers | Chief Investment Officer |
Statistieken
Internationaal
Canada | 21 |
Verenigde Staten | 3 |
Sectoraal
Finance | 13 |
Consumer Services | 6 |
Commercial Services | 5 |
Operationeel
Corporate Officer/Principal | 12 |
Analyst-Equity | 10 |
Undergraduate Degree | 7 |
Director of Research - Equity | 2 |
Market Strategist | 2 |