Oorsprong van het eerstegraads netwerk van Paul L. Valois
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Sceptre Investment Counsel Ltd.
 Sceptre Investment Counsel Ltd. Investment ManagersFinance Sceptre Investment Counsel Ltd. provides financial planning services to its clients. It provides services to corporations, governments, hospitals, charitable foundations, endowments, universities, unions, high net-worth individuals, reserve funds of insurance companies, estates, trusts, and private corporations. The company was founded on November 22, 1955 and is headquartered in Toronto, Canada.
31
| Extinct | Investment Managers | 31 |
Sceptre Investment Counsel Ltd. (Investment Management)
 Sceptre Investment Counsel Ltd. (Investment Management) Investment ManagersFinance Sceptre Investment Counsel Ltd. (TSE: SZ), incorporated in 1955, has been in its present form since 1971. Based in Toronto, Sceptre is one of Canada's largest institutional fund managers. In September 2000, Sceptre announced a strategic alliance with Putnam Investments, Inc. Sceptre became the exclusive marketing agent of Putnam's institutional investment products in Canada. Their Canadian equity and income funds include: the Sceptre Money Market Fund, the Sceptre Bond Fund, the Sceptre Private Client Bond Fund, the Sceptre High Income Fund, the Sceptre Income & Growth Fund, the Sceptre Canadian Equity Fund, the Sceptre Private Client Canadian Equity Fund and the Sceptre Equity Growth Fund. Sceptre's mutual funds include the Sceptre Income & Growth Fund, the Sceptre Bond Fund, Sceptre High Income Fund, the Sceptre Canadian Equity Fund, the Sceptre Equity Growth Fund, the Sceptre Global Equity Fund and the Sceptre Money Market Fund. Their institutional products include the Balanced Pool Fund, the Endowment, Foundations and Trusts (EFT) Pooled Fund, the Equity Pool, the Canadian Equity Pool, the Small-Cap Canadian Equity Pool, the Bond Pool, the Foreign Equity Pool and the Institutional Pooled Fund.
27
| Extinct | Investment Managers | 27 |
Brandywine Global Investment Management (Canada) ULC
 Brandywine Global Investment Management (Canada) ULC Investment ManagersFinance Brandywine Global Investment Management (Canada) ULC (Brandywine Global Canada) is a Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded in 1986 and is a direct subsidiary of Legg Mason Holdings 2 (Cayman) LP, ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. Brandywine Global Canada provides investment advisory and fund management services to institutional clients.
26
| Extinct | Investment Managers | 26 |
Concordia University
26
| College/University | Other Consumer Services | 26 |
Levesque Beaubien Geoffrion
7
| Extinct | Investment Banks/Brokers | 7 |
Royal Trust Corp. of Canada
 Royal Trust Corp. of Canada Investment ManagersFinance Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide.
6
| Subsidiary | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Paul L. Valois via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Investment Committee Member Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Doctorate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| FIERA CAPITAL CORPORATION | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Corporate Officer/Principal Director/Board Member | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Chartered Professional Accountants of Ontario
 Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | President Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
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-Fixed Income Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| CANADIAN CONVERTIBLES PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Richard Ivey School of Business | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Investment Committee Member | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
| University of British Columbia | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| BANK OF MONTREAL | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
Royal Bank Financial Group
 Royal Bank Financial Group Major BanksFinance Royal Bank Financial Group provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit. The company is headquartered in Langley, Canada. | Major Banks | President Corporate Officer/Principal Corporate Officer/Principal | |
| CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member | |
CMA Holdings, Inc.
 CMA Holdings, Inc. Investment ManagersFinance CMA Holdings is a wholly-owned subsidiary of the Canadian Medical Association (CMA). CMA is a national voluntary association that advocates on behalf of Canadian physicians and the Canadian public for high quality health care, and at present has over 60,000 members. CMA Holdings, through various subsidiaries, operates several businesses which provide services to CMA members, including financial counselling and the management of approximately $19 billion in assets as at March 31, 2005 for more than 100,000 clients | Investment Managers | Director/Board Member Director/Board Member | |
| NATIONAL BANK OF CANADA | Regional Banks | Director/Board Member Chief Executive Officer | |
Order of Canada
 Order of Canada Miscellaneous Commercial ServicesCommercial Services Order of Canada is an organization based in Ottawa, Canada. The organization is affiliated with the governor general of Canada, La gouverneure générale du. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Richardson Wealth (USA) Ltd. (Investment Management)
 Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| GLUSKIN SHEFF + ASSOCIATES INC | Investment Managers | Director of Finance/CFO Corporate Officer/Principal | |
| MOLSON COORS BEVERAGE COMPANY | Beverages: Alcoholic | Director/Board Member Director/Board Member | |
| University of Alberta | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Chairman Portfolio Manager-Equities | |
| CANADIAN IMPERIAL BANK OF COMMERCE | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Manitoba | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Director of Research - Equity | |
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 | |
| Rotman School of Management | College/University | Graduate Degree Masters Business Admin | |
| University of Windsor | College/University | Undergraduate Degree Undergraduate Degree | |
Agilith Capital, Inc.
 Agilith Capital, Inc. Investment ManagersFinance Agilith Capital, Inc. is an independent investment manager headquartered in Toronto, Ontario. The firm was founded by Patrick Horan in 2007. They offer their flagship fund, North American Diversified Fund as well as Long Only Fund (registered products) and Private Client services for high net-worth and institutional investors. | Investment Managers | Founder Portfolio Manager-Equities | |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RGAM) 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 (TSE, 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). RGAM provides a wide variety of investment services through mutual funds, pooled funds and separately managed portfolios for both individual and institutional investors. They are the primary investment manager for the RBC Financial Group businesses serving the needs of private clients, which include the RBC Funds. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
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 Chief Executive Officer | |
Portfolio Management Association of Canada
 Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
| VERMILION ENERGY INC. | Oil & Gas Production | Director/Board Member Director/Board Member | |
Realex Properties Corp.
 Realex Properties Corp. Real Estate DevelopmentFinance Realex Properties Corp. engages in the acquisition, ownership, development, management, and operation of real estate properties in Canada. The firm focuses on acquiring, repositioning, and leasing urban and suburban office and mixed use buildings, as well as industrial properties in Calgary, Edmonton, Alberta, western Canada, and the Ontario region of Kitchener-Waterloo. The company was founded on September 23, 1997 and is headquartered in Calgary, Canada. | Real Estate Development | Founder Director/Board Member |
Statistieken
Internationaal
| Canada | 50 |
| Verenigde Staten | 2 |
Sectoraal
| Finance | 24 |
| Consumer Services | 13 |
| Miscellaneous | 9 |
| Commercial Services | 6 |
| Consumer Non-Durables | 2 |
Operationeel
| Director/Board Member | 263 |
| Corporate Officer/Principal | 166 |
| Undergraduate Degree | 86 |
| Chairman | 78 |
| Portfolio Manager-Equities | 71 |
Sterkste connecties
| Insiders | |
|---|---|
| Louis Vachon | 37 |
| Arthur R. A. Scace | 30 |
| Paul H. Gobeil | 29 |
| Francesco Bellini | 27 |
| David Shaw | 27 |
| Kai Yiu Lo | 27 |
| Stephen J. Griggs | 24 |
| Joseph Killi | 21 |
| Frank di Tomaso | 20 |
| W. Edwards | 20 |
| David Bruce Pennycook | 16 |
| Brian Usher-Jones | 15 |
| W. Ross Walker | 14 |
| Brian Jason Steck | 14 |
| Derek Michael Ridout | 14 |
- Beurs
- Insiders
- Paul L. Valois
- Bedrijfsconnecties
