Lilly Tzvetkova
Portefeuillebeheerder-Aandelen bij CWB Wealth Management Ltd.
Oorsprong van het eerstegraads netwerk van Lilly Tzvetkova
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Concordia University
104
| College/University | Other Consumer Services | 104 |
DWM Securities, Inc.
 DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF.
33
| Extinct | Investment Managers | 33 |
University of Sofia
11
| College/University | Other Consumer Services | 11 |
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth Management Ltd. (CWB Wealth) is a Canadian asset management firm headquartered in Edmonton, Alberta. The firm was founded by David Schaffner and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Wealth provides wealth advisory services and is the trusted advisor to Canada's business families.
7
| Subsidiary | Investment Managers | 7 |
Adroit Investment Management Ltd.
 Adroit Investment Management Ltd. Investment ManagersFinance Founded in 1993, Adroit Investment Management Ltd. is a mutual fund manager located in Edmonton, Alberta. In 2008, the Canadian Western Bank acquired a 72.5% majority stake in the firm. Adroit Investment Management plans, builds and manages investment portfolios for individuals, pension plans, foundations and non-profit groups. The firm also manages the Adroit Funds.
5
| Extinct | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Lilly Tzvetkova 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 | Analyst-Equity Portfolio Manager-Equities | |
The Caisse de dépôt et placement du Québec
 The Caisse de dépôt et placement du Québec Investment ManagersFinance The Caisse de dépôt et placement du Québec (CDPQ) is a government-owned institutional fund manager headquartered in Montréal, Canada. Founded in 1965, CDPQ manages the funds of several depositor groups primarily for public and parapublic pension and insurance plans which pay out benefits to more than two million Quebecers each year. | Investment Managers | Analyst-Equity Analyst-Equity | |
Jarislowsky, Fraser Ltd.
 Jarislowsky, Fraser Ltd. Investment ManagersFinance Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
BNP Paribas SA (London Branch)
 BNP Paribas SA (London Branch) Investment Banks/BrokersFinance BNP Paribas (London Branch) is the Great Britain-based brokerage division of BNP Paribas SA (EPA: BNP) in France. The firm is headquartered in London and was founded in 1986. BNP Paribas (London Branch) offers a wide range of products and services to corporate, institutional, commodities, market making and broking clients. | Investment Banks/Brokers | Market Strategist | |
| EMIRATES INSURANCE COMPANY | Property/Casualty Insurance | Director/Board Member | |
| Rotman School of Management | College/University | Masters Business Admin | |
Van Berkom & Associates, Inc.
 Van Berkom & Associates, Inc. Investment ManagersFinance Van Berkom & Associates, Inc. (Van Berkom) is a specialized investment management firm headquartered in Montreal, Canada. The firm was founded by J. Sebastian van Berkom in 1991 and is owned by JSVB Investments, Inc. They manage stock portfolios for large North American pension funds, corporations, foundations, and endowment funds. Van Berkom is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Montrusco Bolton Investments, Inc.
 Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton Investments, Inc. (Montrusco Bolton) is an independent asset management firm headquartered in Montreal, Canada. Founded in 1946, Montrusco Bolton provides investment management services to individuals, including high net-worth individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or other business entities and to several private investment funds. | Investment Managers | Trading-Equity 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 | Analyst-Equity Director of Research - Equity Analyst-Equity 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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
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 Analyst-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 | Director of Research - Equity Analyst-Equity Trading-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 | |
Desjardins Securities, Inc.
 Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| McGill University | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
BDC Venture Capital
 BDC Venture Capital Investment ManagersFinance BDC Venture Capital (BDC Venture Capital) is a venture capital firm founded in 1975. The firm is headquartered in Québec, Canada. | Investment Managers | Private Equity Investor | |
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 Corporate Officer/Principal | |
| Queen's University | College/University | Undergraduate Degree Masters Business Admin | |
Addenda Capital, Inc.
 Addenda Capital, Inc. Investment ManagersFinance Addenda Capital, Inc. is an investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 1996 and is a subsidiary of Co-operators Financial Services Ltd., which is owned by The Co-Operators Group Ltd. Addenda Capital provides solutions to its institutional and private high net worth clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
BCA Research, Inc.
 BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Investment Managers | Market Strategist Corporate Officer/Principal | |
| University of Alberta | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
L'Oréal Canada, Inc.
 L'Oréal Canada, Inc. Household/Personal CareConsumer Non-Durables L'Oréal Canada, Inc. manufactures and supplies cosmetics, toilet preparations and fragrances. The company manufactures and manages approximately 20 brand names, including L'Oréal Professionnel, Redken, Matrix, Kérastase, L'Oréal Paris, Garnier, Maybelline New York, Ombrelle, Lancôme, Biotherm, Delial, Giorgio Armani, Ralph Lauren, and Cacharel. It develops cosmetic products in four main areas including consumer, professional, luxury, and active. The company was founded in 1958 and is headquartered in Montreal, Canada. | Household/Personal Care | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Laurentian Bank Securities, Inc.
 Laurentian Bank Securities, Inc. Investment Banks/BrokersFinance Laurentian Bank Securities is an independent broker/dealer located in Montreal. They are a subsidiary of Laurentian Bank of Canada (TOR:LB). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Invest AD (Private Equity)
 Invest AD (Private Equity) Investment ManagersFinance Invest AD /Private Equity/ (Invest AD PE) is the private equity division of AD Asset Management PJSC, itself a subsidiary of State-owned Abu Dhabi Investment Council headquartered in Abu Dhabi, United Arab Emirates. The firm was founded in 1994. | Investment Managers | Director/Board Member | |
M Partners, Inc.
 M Partners, Inc. Investment Banks/BrokersFinance M Partners, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded by Thomas S. Kofman in 2005 and was acquired by Research Capital Corp. in 2023. M Partners serves a global list of clients worldwide, working in research, trading and advisory. The firm is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and trades under broker number 97. M Partners is a participating member of the Toronto Stock Exchange (TSX), The TSX Venture Exchange (TSXV), and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Invest AD Asset Management PJSC
 Invest AD Asset Management PJSC Financial ConglomeratesFinance Invest AD Asset Management PJSC (Invest AD) is the sovereign wealth manager of government-owned Abu Dhabi Investment Council. The firm was founded in 1977 and is headquartered in Abu Dhabi. Invest AD provides asset management services to international high-net worth individuals and institutions. | Financial Conglomerates | Director/Board Member Director/Board Member | |
IA Private Wealth, Inc. (Broker)
 IA Private Wealth, Inc. (Broker) Investment Banks/BrokersFinance IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
Canaccord Genuity Corp.
 Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Director of Research - Equity Analyst-Equity 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 Analyst-Equity | |
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia. | Investment Managers | Analyst-Fixed Income Analyst-Equity | |
Stanton Asset Management, Inc.
 Stanton Asset Management, Inc. Investment ManagersFinance Stanton Asset Management, Inc. is an independent investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 2004 and actively manages portfolios for private, family office and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Trading-Equity | |
| Civil Aviation University of China | College/University | Undergraduate Degree Undergraduate Degree | |
Jadwa Investment Co. (Private Equity)
 Jadwa Investment Co. (Private Equity) Investment ManagersFinance Jadwa Investment Co/Private equity/ (Jadwa Investment) is a private equity division of Jadwa Investment Co. founded in 2006. The firm is headquartered in Riyadh, Saudi Arabia. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Dundee Securities Ltd.
 Dundee Securities Ltd. Investment Banks/BrokersFinance Dundee Securities Ltd. provides investment dealership services. The company is headquartered in Toronto, CA. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| Runfeng Minerals | Director/Board Member | ||
| TIANQI LITHIUM CORPORATION | Chemicals: Specialty | Chairman | |
Tianqi Lithium HK Co., Ltd.
 Tianqi Lithium HK Co., Ltd. Chemicals: SpecialtyProcess Industries Tianqi Lithium HK Co., Ltd. is engaged in the manufacturing and selling of lithium products. The firm operates through two business segments: manufacturing and sale of lithium compounds & derivatives, and mining, production and sale of lithium concentrates. The company was founded on March 11, 2015 and is headquartered in Hong Kong. | Chemicals: Specialty | Director/Board Member | |
| Chengdu Tianqi Industrial Group Co. Ltd. | Director/Board Member | ||
Massar Solutions PJSC
 Massar Solutions PJSC Other TransportationTransportation Massar Solutions PJSC provides fleet management, vehicle rental and supply chain solutions business segments to government, semi-government and private sector clients operating in the industrial and commercial sectors. The company was founded on March 1, 1998 and is headquartered in Abu Dhabi, the United Arab Emirates. | Other Transportation | Chairman | |
Tianqi Group HK Co. Ltd.
 Tianqi Group HK Co. Ltd. SteelNon-Energy Minerals Part of Tianqi Lithium Corp., Tianqi Group HK Co. Ltd. is a company that manufactures and distributes construction machinery, electronic, and steel products. The company is based in Hong Kong, Hong Kong. | Steel | Director/Board Member |
Statistieken
Internationaal
| Canada | 37 |
| China | 6 |
| Verenigde Arabische Emiraten | 5 |
| Verenigd Koninkrijk | 2 |
| Frankrijk | 2 |
Sectoraal
| Finance | 33 |
| Consumer Services | 10 |
| Process Industries | 3 |
| Consumer Non-Durables | 2 |
| Transportation | 2 |
Operationeel
| Corporate Officer/Principal | 104 |
| Undergraduate Degree | 96 |
| Analyst-Equity | 88 |
| Director/Board Member | 56 |
| Masters Business Admin | 38 |
Sterkste connecties
| Insiders | |
|---|---|
| Christopher S. Kape | 16 |
| Dale Mah | 13 |
| Richard Cohen | 12 |
| Dushan Batrovic | 11 |
| Ahmadian Sara | 10 |
| Bojan Krasic | 9 |
| An Qi Jiang | 9 |
| Kirk Anthony Cooper | 9 |
| Patrick Racicot | 9 |
| Dhaen Al-Hameli | 8 |
| Chris DN | 8 |
| Chris Thompson | 8 |
| Fajer Saleh Al Pachachi | 7 |
| Tom Tran | 7 |
| Andrew de Luca | 7 |
- Beurs
- Insiders
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- Bedrijfsconnecties
