Alfred Kar Lam
Direttore degli Investimenti presso CI Private Counsel LP
Provenienza dei contatti di primo grado di Alfred Kar Lam
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
150
| Subsidiary | Investment Managers | 150 |
York University
98
| College/University | Other Consumer Services | 98 |
Toronto Metropolitan University of
31
| College/University | Other Consumer Services | 31 |
CI Private Counsel LP
 CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families.
19
| Subsidiary | Investment Managers | 19 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Alfred Kar Lam tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
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 Analyst-Equity | |
| PRECIOUS METALS AND MINING TRUST | Investment Trusts/Mutual Funds | President President Director of Finance/CFO | |
| SENTRY SELECT PRIMARY METALS CORP. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Rotman School of Management | College/University | Graduate Degree Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
| CI FINANCIAL CORP. | Investment Managers | President Chief Investment Officer Chief Investment Officer President | |
Marret High Yield Strategies Fund
 Marret High Yield Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Marret High Yield Strategies Fund operates as a closed-end investment fund. The company was founded on May 28, 2009 and is headquartered in Toronto, Canada. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| MARRET MULTI-STGY UN | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| JFT STRATEGIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Operating Officer Director of Finance/CFO | |
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 Portfolio Manager-Fixed Income | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Director of Research - Equity Corporate Secretary Portfolio Manager-Equities Corporate Officer/Principal | |
Canada Pension Plan Investment Board
 Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund). | Investment Managers | 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 Corporate Officer/Principal 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 | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity 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-Fixed Income Market Strategist | |
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 | |
| Queen's University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Dalhousie University | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| Memorial University of Newfoundland | College/University | Undergraduate Degree Undergraduate Degree | |
| Simon Fraser University | College/University | Graduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Carleton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| London Business School | College/University | Graduate Degree Graduate Degree | |
| FA Management Corp. | Corporate Officer/Principal Compliance Officer Corporate Officer/Principal | ||
Manulife Investment Management Ltd.
 Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| CI INVESTMENT GRADE BOND ETF - DISTRIBUTING - CAD | Investment Trusts/Mutual Funds | Director/Board Member Chief Operating Officer | |
CI Private Wealth
 CI Private Wealth Investment ManagersFinance Part of CI Financial Corp., CI Private Wealth is a Canadian company that provides wealth management and asset management advisory services. The company is based in Toronto, Canada. The company was founded in 1965. Kurt MacAlpine has been the CEO of the company since 2019. | Investment Managers | Director/Board Member President |
Statistiche
Distribuzione geografica
| Canada | 48 |
| Stati Uniti | 3 |
| Regno Unito | 2 |
Settori
| Miscellaneous | 21 |
| Finance | 17 |
| Consumer Services | 14 |
Posizioni
| Corporate Officer/Principal | 155 |
| Director/Board Member | 113 |
| Portfolio Manager-Equities | 111 |
| Analyst-Equity | 93 |
| Undergraduate Degree | 93 |
Contatti più connessi
| Insiders | |
|---|---|
| Sheila Murray | 43 |
| Bruce D. Hirsche | 37 |
| André Brosseau | 34 |
| Lee Goldman | 25 |
| Peter Anderson | 21 |
| Darie Urbanky | 16 |
| Shawna Millman | 12 |
| Christopher L.C. Couprie | 11 |
| Stefan Quenneville | 11 |
| Patrick Blais | 11 |
| Drummond Brodeur | 10 |
| James Julian Dutkiewicz | 10 |
| Mohamed Lachemi | 9 |
| Rui Cardoso | 9 |
| Craig Gordon Allardyce | 9 |
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- Alfred Kar Lam
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