James Richard Arnold
Portfolio Manager-Fixed Income bij Burgundy Asset Management Ltd.
Oorsprong van het eerstegraads netwerk van James Richard Arnold
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Wilfrid Laurier University
143
| College/University | Other Consumer Services | 143 |
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.
39
| Subsidiary | Investment Managers | 39 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met James Richard Arnold via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal Analyst-Equity Analyst-Fixed Income | |
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
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-Equity Analyst-Equity | |
Scotia Capital, Inc.
 Scotia Capital, Inc. Investment ManagersFinance Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets. | Investment Managers | Sales & Marketing Corporate Officer/Principal | |
Davis-Rea Ltd.
 Davis-Rea Ltd. Investment ManagersFinance Founded in 1997, Davis-Rea Ltd. is an investment advisor and mutual fund manager located in Toronto, Ontario. The firm is also known as Davis-Rea Ltd. Investment Counsel. Davis-Rea was formed as a result of the merger of D.A.C. Davis Investment Counsel, Inc. and Lewis-Rea Ltd. In 2004, the firm merged with Cunningham Investment Counsel. DRIC provides discretionary management of equity, fixed-income and balanced portfolios for individuals and their personal holding companies and institutions including charities, foundations and insurance companies. | Investment Managers | Portfolio Manager-Equities | |
| LAFARGE | Construction Materials | Corporate Officer/Principal | |
UBS Asset Management (Canada) Inc.
 UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 | Director of Research - Equity Analyst-Fixed Income Analyst-Equity | |
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Investment Managers | Corporate Officer/Principal | |
Industrial Alliance Investment Management, Inc.
 Industrial Alliance Investment Management, Inc. Investment ManagersFinance Industrial Alliance Investment Management, Inc. (iAIM) is a mutual fund manager headquartered in Québec, Canada. They grew out of an alliance between La Compagnie Financière Edmond de Rothschild in Paris and Laurentian Bank in Montréal. The firm was founded in 2004 and is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., itself a subsidiary of iA Financial Corp, Inc. (TSX: IAG). iAIM manages general portfolios, segregated and mutual funds for the Industrial Alliance group. They also manage separate client-focused accounts. | Investment Managers | Portfolio Manager-Equities | |
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. | Investment Managers | Portfolio Manager-Equities | |
Stone Asset Management Ltd.
 Stone Asset Management Ltd. Investment ManagersFinance Stone Asset Management Ltd. (SAM) is a mutual fund manager and investment advisor headquartered in Toronto, Ontario. The firm is a wholly-owned subsidiary of Stone Investment Group Ltd., an independent, Canadian-owned financial services firm. SAM was founded by Richard Stone in 1999, and provides investment management services via distinctive investment mandates to institutional and private clients. The firm is advisor to the Stone family of mutual funds. | Investment Managers | Portfolio Manager-Equities | |
JC Clark Ltd.
 JC Clark Ltd. Investment ManagersFinance JC Clark Ltd. is an independent, Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded by Colin Stewart in 2001. JC Clark manages capital on behalf of high-net-worth individuals, institutions, and foundations. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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 Analyst-Equity 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 | Trading-Equity 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 Analyst-Equity Analyst-Equity Analyst-Equity | |
Coleford Investment Management Ltd.
 Coleford Investment Management Ltd. Investment ManagersFinance Coleford Investment Management Ltd. (Coleford) is a boutique, Canadian wealth management firm headquartered in Toronto, Ontario. Founded in 1989, Coleford provides discretionary investment management services to private clients and their families, charitable foundations, and smaller institutions. | Investment Managers | Analyst-Equity Analyst-Equity | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| York University | College/University | Masters Business Admin Masters Business Admin | |
| Queen's University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Windsor | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Carleton University | College/University | Undergraduate Degree Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
| Université Laval | College/University | Undergraduate Degree | |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Richard Ivey School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Picton Mahoney Asset Management
 Picton Mahoney Asset Management Investment ManagersFinance Picton Mahoney Asset Management is a hedge fund manager headquartered in Toronto, Ontario. The firm was founded by David Picton, Michael Kuan and Michael Kimmel in 2004 and provides investment solutions to institutional, retail and high net-worth investors in Canada and around the world. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
| Sobey School of Business | College/University | Undergraduate Degree Graduate Degree | |
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 | Sales & Marketing Portfolio Manager-Equities | |
Turtle Creek Asset Management, Inc.
 Turtle Creek Asset Management, Inc. Investment ManagersFinance Turtle Creek Asset Management, Inc. (Turtle Creek) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 1998 and is a subsidiary of Tortoise Stream Investments Ltd.. Turtle Creek focuses on long-term capital growth for a clientele of high-net worth individuals, families and institutions. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Starlight Investments Capital LP
 Starlight Investments Capital LP Investment ManagersFinance Starlight Investments Capital LP (dba Starlight Capital) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2018 and is wholly owned by Starlight Investments Ltd. Starlight Capital offers mutual funds, exchange-traded funds, memorandum funds and structured products. They manage assets on behalf of institutional joint ventures as well as publicly listed REITs, closed-end funds and investment funds. | Investment Managers | Portfolio Manager-Equities | |
Goldman Sachs Canada, Inc.
 Goldman Sachs Canada, Inc. Investment Banks/BrokersFinance Goldman Sachs Canada, Inc. is an independent broker/dealer headquartered in Toronto. They are a subsidiary of Goldman Sachs Group, Inc. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Corporate Officer/Principal | |
| The Schulich School of Business | College/University | Graduate Degree | |
iA Global Asset Management, Inc.
 iA Global Asset Management, Inc. Investment ManagersFinance Part of iA Financial Corp., Inc., iA Global Asset Management, Inc. is a Canadian company that provides investment advice. The company is based in Quebec, Canada. | Investment Managers | Portfolio Manager-Equities | |
Moody's Canada, Inc.
 Moody's Canada, Inc. Investment ManagersFinance Moody's Canada, Inc. is an investment research firm headquartered in Toronto, Canada. The firm was founded in 1992 and is a subsidiary of Moody's Overseas Holdings Inc., which is owned by Moody's Corp. (NYSE: MCO) in the US. Moody’s Canada provides Canadian fixed income professionals with a variety of products and services, such as credit analyses, regular analyst briefings, seminars, conferences, and one-on-one meetings. They cover a variety of Industry sectors which includes financial institutions, media and telecommunications, oil and gas, power and gas utilities and pipelines, paper and forest products, sub-sovereign governments, project & infrastructure finance and structured finance. | Investment Managers | Analyst-Fixed Income | |
Waterton Global Resource Management, Inc.
 Waterton Global Resource Management, Inc. Investment ManagersFinance Waterton Global Resource Management Inc (Waterton Global Resource Management) is a private equity firm founded in 2009. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor |
Statistieken
Internationaal
| Canada | 43 |
| Verenigde Staten | 5 |
| Frankrijk | 2 |
| Verenigd Koninkrijk | 2 |
Sectoraal
| Finance | 35 |
| Consumer Services | 13 |
| Non-Energy Minerals | 2 |
Operationeel
| Undergraduate Degree | 103 |
| Analyst-Equity | 82 |
| Corporate Officer/Principal | 71 |
| Portfolio Manager-Equities | 44 |
| Director/Board Member | 34 |
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