Alfred Lee
Portfolio Manager-Fixed Income presso BMO Asset Management, Inc.
Provenienza dei contatti di primo grado di Alfred Lee
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Western Ontario
196
| College/University | Other Consumer Services | 196 |
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.
53
| Subsidiary | Investment Managers | 53 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Alfred Lee tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities 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 | Analyst-Equity 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 Corporate Officer/Principal | |
| Rotman School of Management | College/University | Graduate Degree Graduate Degree | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Head-Fixed Income Invts Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Investment Committee Member | |
BMO Private Investment Counsel, Inc.
 BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Investment Managers | Corporate Officer/Principal Investment Committee Member Chief Investment Officer | |
Sectoral Asset Management, Inc.
 Sectoral Asset Management, Inc. Investment ManagersFinance Sectoral Asset Management, Inc. (Sectoral) is an investment management firm headquartered in Montréal, Canada. The firm was founded in 2000 by Jérôme G. Pfund and Michael J. Sjöström. They are a wholly-owned subsidiary of Sectoral Asset Management Holding Ltd. in Hong Kong. Sectoral manages public and private equity healthcare strategies for investors around the world. Their clients include sovereign wealth funds, private banks, and family offices. In addition, they have long-standing sub-advisory relationships with institutional investors in Europe and Asia. | 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 | |
| AMERESCO, INC. | Engineering & Construction | Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
| York University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Raymond James Investment Counsel Ltd.
 Raymond James Investment Counsel Ltd. Investment ManagersFinance Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations. | Investment Managers | Portfolio Manager-Equities | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| Simon Fraser University | College/University | Doctorate Degree Graduate Degree | |
| University of Toronto | College/University | Graduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Windsor | College/University | Undergraduate Degree Undergraduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of International Business & Economics | College/University | Graduate Degree | |
| Shandong University | College/University | Undergraduate Degree | |
McMillan LLP
 McMillan LLP Miscellaneous Commercial ServicesCommercial Services McMillan LLP provides legal services to public, private, and not-for-profit clients. The company is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| GLORIOUS PROPERTY HOLDINGS LIMITED | Real Estate Development | Director of Finance/CFO | |
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 | Corporate Officer/Principal Analyst-Equity | |
| Canadian Certified General Accountants Association (Hong Kong) | Corporate Officer/Principal | ||
Encycle Corp.
 Encycle Corp. Electronic Equipment/InstrumentsElectronic Technology Encycle Corp. develops and markets energy management technology solutions. It offers wireless automated demand management and demand response controllers that can be installed onto any electrical heating, cooling, or discretionary electrical load. The company was founded by Mark Kerbel and Roman Kulyk in 2005 and is headquartered in Toronto, Canada. | Electronic Equipment/Instruments | Director/Board Member | |
| Capitalize Consulting Corp. | Corporate Officer/Principal | ||
| 1675020 Alberta Ltd. | Chief Executive Officer | ||
Brompton Funds Ltd.
 Brompton Funds Ltd. Investment ManagersFinance Brompton Funds Ltd. is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2000 and is owned by Brompton Corp. Brompton manages several TSX listed closed-end and exchange-traded funds. They offer a range of investment solutions for investors that seeks regular income and/or growth. | Investment Managers | Portfolio Manager-Equities | |
| The Schulich School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
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 | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| CHINA ELECTRONICS OPTICS VALLEY UNION HOLDING COMPANY LIMITED | Homebuilding | Director of Finance/CFO | |
| BMO LONG-TERM US TREASURY BOND INDEX ETF | Investment Trusts/Mutual Funds | Chief Investment Officer |
Statistiche
Distribuzione geografica
| Canada | 43 |
| Cina | 4 |
| Hong Kong | 4 |
| Stati Uniti | 2 |
Settori
| Finance | 23 |
| Consumer Services | 15 |
| Miscellaneous | 7 |
| Industrial Services | 2 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 169 |
| Director/Board Member | 92 |
| Undergraduate Degree | 92 |
| Portfolio Manager-Equities | 73 |
| Analyst-Equity | 51 |
Contatti più connessi
| Insiders | |
|---|---|
| David Terry | 27 |
| David Edward Roode | 22 |
| Nicole Musicco | 15 |
| Philip Lawrence Yuzpe | 15 |
| Massimo Bonansinga | 14 |
| Richard Pan | 12 |
| Malcolm Stephen White | 11 |
| Shafin Tejani | 10 |
| Stephen M. Watt | 9 |
| Jeff Elliott | 9 |
| Chris Blumas | 9 |
| Paul Taylor | 9 |
| John Wayne Hadwen | 9 |
| Annette Marleau | 9 |
| Allan E. Armitage | 8 |
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