Oorsprong van het eerstegraads netwerk van Joanne Zhang
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Phillips, Hager & North Investment Management
 Phillips, Hager & North Investment Management Financial ConglomeratesFinance Founded in 1964 by Art Phillips, Bob Hager and Rudy North, Phillips, Hager & North Investment Management (PH&N) is an investment advisor headquartered in Vancouver, British Columbia. The firm is an operating division of RBC Global Asset Management (RBC GAM), itself a wholly-owned subsidiary of the Royal Bank of Canada (NYSE: RY) which acquired PH&N in May 2008. In November 2010, PH&N amalgamated with their affiliate, RBC Asset Management, Inc. to form RBC GAM. RBC GAM is the fund manager and principal portfolio advisor of the PH&N Funds and the BonaVista Funds. The primary distributor of the PH&N Funds and the BonaVista Funds is Phillips, Hager & North Investments Funds Ltd., dba PH&N Investment services,
88
| Extinct | Financial Conglomerates | 88 |
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.
73
| Subsidiary | Investment Managers | 73 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joanne Zhang via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
Wolverton Securities Ltd.
 Wolverton Securities Ltd. Investment Banks/BrokersFinance Founded by Alfred Newton Wolverton in 1910, Wolverton Securities Ltd. is a full-service, independent, Canadian-owned investment bank and brokerage firm headquartered in Vancouver, British Columbia. The firm provides a wide range of financial services to both corporate and retail clients. They are connected with every principal stock exchange in North America as a member or through trading agreements. Wolverton Securities is the oldest member of the Toronto Stock Exchange Group. To serve the U.S. market, the firm owns and manages Wolverton Securities (USA) Ltd., a fully-licensed U.S. brokerage subsidiary. Wolverton Securities' investment products and services include: (1) Canadian, U.S. and foreign equities and options (2) Government and corporate bonds (3) money market instruments (4) RRSP eligible investments (5) public offerings (6) tax deferred investments (7) mutual funds and (8) wealth management services. | Investment Banks/Brokers | 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 | Analyst-Equity | |
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 | |
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 Analyst-Equity | |
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 | Sales & Marketing Analyst-Equity | |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Investment Managers | Corporate Officer/Principal | |
Leith Wheeler Investment Counsel Ltd.
 Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Portfolio Manager-Fixed Income | |
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 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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| York University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Graduate Degree | |
| Brock University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Simon Fraser University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
| University of Toronto | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The University of Waterloo | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Calgary | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Windsor | College/University | Undergraduate Degree | |
| Washington State University | College/University | Masters Business Admin | |
| Carleton University | College/University | Undergraduate Degree | |
| The University of Sydney | College/University | Undergraduate Degree Graduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree 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 | Private Equity Investor | |
Raymond James Ltd.
 Raymond James Ltd. Investment ManagersFinance Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada. | Investment Managers | Corporate Officer/Principal | |
The Canadian Institute for Advanced Research
 The Canadian Institute for Advanced Research Miscellaneous Commercial ServicesCommercial Services The Canadian Institute for Advanced Research engages in the provision of global research networks. Its research programs include Azrieli program in brain, mind and consciousness, bio-inspired solar energy, child and brain development, cosmology and gravity, genetic networks, humans and the microbiome, institutions, organization and growth, microbial biodiversity, learning in machines and brains, quantum information science, quantum materials, and social interactions, identity and well being. The company was founded in 1981 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Pemberton Securities, Inc.
 Pemberton Securities, Inc. Investment Banks/BrokersFinance Pemberton Securities, Inc. is a Canadian company. | Investment Banks/Brokers | Corporate Officer/Principal | |
MD Management Ltd.
 MD Management Ltd. Investment ManagersFinance MD Management Ltd. provides financial planning services. It offers investment, incorporation, estate and trust, insurance, and banking services. The company was founded in 1969 and is headquartered in Ottawa, Canada. | Investment Managers | Consultant / Advisor | |
| University of East London | College/University | Undergraduate Degree | |
Research Capital Corp.
 Research Capital Corp. Investment ManagersFinance Research Capital Corp. is an independent, fully integrated national investment dealer headquartered in Toronto, Canada. The firm was founded in 2010 as Mackie Research Capital Corp. until 2021. Research Capital offers a complete range of capital markets and wealth management services to private clients, institutions and growth companies with offices across Canada. | Investment Managers | Analyst-Equity Analyst-Equity | |
VARECS Partners Ltd.
 VARECS Partners Ltd. Investment ManagersFinance VARECS Partners Ltd. (VARECS) is an independent asset management firm headquartered in Tokyo, Japan. The firm was founded by Jiro Yasu in 2006. VARECS provides manages assets of individual and institutional investors. | Investment Managers | Analyst-Equity | |
Seymour Investment Management Ltd. (Investment Management)
 Seymour Investment Management Ltd. (Investment Management) Investment ManagersFinance Seymour Investment Management Ltd. (Investment Management) (Seymour-IM) is the investment management division of Seymour Investment Management Ltd., an investment company headquartered in Vancouver, British Columbia. The firm was founded by Carl Hoyt in 2010. Seymour-IM provides investment products and tailored solutions to various clients. | Investment Managers | Portfolio Manager-Equities | |
Tactex Asset Management, Inc.
 Tactex Asset Management, Inc. Investment ManagersFinance Tactex Asset Management, Inc. (Tactex) is a Canadian wealth management firm headquartered in Montréal, Quebec. The firm was founded in 2011 and is a subsidiary of Mylo Financial Technologies, Inc., which is owned by Mogo, Inc. (NASDAQ; TSX: MOGO). Tactex provides discretionary portfolio management services designed for Canadian investors who seeks to achieve long-term investment goals. The firm’s services also include facilitating transactions with qualifying Canadian investors in the prospectus exempt market and establishing cost effective investment funds for institutional clients. | Investment Managers | Chief Executive Officer | |
| University of Antwerp | College/University | Graduate Degree | |
Grafton Asset Management, Inc.
 Grafton Asset Management, Inc. Investment ManagersFinance Grafton Asset Management, Inc. (Grafton) is an independent investment management firm headquartered in Calgary, Alberta, Canada. The firm was founded by Richard Garfton in 2010. Grafton offers bespoke energy investment solutions to meet sovereign, institutional and private client mandates. | Investment Managers | Portfolio Manager-Equities | |
Altrinsic Global Advisors Canada, Inc.
 Altrinsic Global Advisors Canada, Inc. Investment ManagersFinance Altrinsic Global Advisors Canada, Inc., is an investment advisory firm located in Toronto, ON, Canada. The firm is a subsidiary of Altrinsic Global Advisors LLC, a registered investment advisor located in Greenwich, Connecticut. The firm provides investment management services for individuals and institutions. They offer investment advisory services to corporate pension funds, public pension funds, sovereign wealth funds, foundations, endowments, sub-advisory clients, high net worth investors, and other business entities. | Investment Managers | Analyst-Equity | |
| The Schulich School of Business | College/University | Undergraduate Degree Masters Business Admin | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
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 | Portfolio Manager-Fixed Income | |
| CIBC World Markets, Inc. (Private Banking) | Investment Managers | Corporate Officer/Principal | |
Leede Jones Gable, Inc.
 Leede Jones Gable, Inc. Investment ManagersFinance Leede Jones Gable, Inc. is an independent, employee-owned investment management firm headquartered in Calgary, Canada. The firm was formed in 2015 as a result of the merger between Leede Financial Markets Inc. and Jones, Gable & Company Ltd., financial services firms founded in 1987 and 1965, respectively. Leede Jones Gable provides discretionary advisory and investment management services through investment advisors and portfolio managers across Canada. | Investment Managers | Portfolio Manager-Equities | |
| CONVERGE TECHNOLOGY SOLUTIONS CORP. | Packaged Software | Director/Board Member | |
Canadian Core Real Estate LP
 Canadian Core Real Estate LP Real Estate DevelopmentFinance Part of Royal Bank of Canada, Canadian Core Real Estate LP is a company that provides real estate services. The company is based in Toronto, Canada. The company was founded in 2019. The CEO is Damon Grant Williams. | Real Estate Development | Chief Executive Officer |
Statistieken
Internationaal
| Canada | 44 |
| Verenigde Staten | 3 |
| Japan | 3 |
| Verenigd Koninkrijk | 3 |
| België | 2 |
Sectoraal
| Finance | 28 |
| Consumer Services | 22 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operationeel
| Portfolio Manager-Equities | 84 |
| Undergraduate Degree | 68 |
| Analyst-Equity | 61 |
| Portfolio Manager-Fixed Income | 50 |
| Corporate Officer/Principal | 34 |
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