Profilo
David John Martin worked as a Director of Investment Management at CI Private Counsel LP from 2019 to 2019.
Prior to that, he was an Investment Counselor & Portfolio Manager at Rae & Lipskie Investment Counsel, Inc. He also worked as a Principal at Perigee Investment Counsel, Inc. from 1996 to 2004 and as a Private Client Manager at United Financial Corp.
in 2009.
Mr. Martin received an undergraduate degree from Carleton University.
Precedenti posizioni note di David John Martin
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/12/2019 |
United Financial Corp.
 United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Corporate Officer/Principal | 01/06/2009 |
| Perigee Investment Counsel, Inc. | Corporate Officer/Principal | 01/01/2004 |
Rae & Lipskie Investment Counsel, Inc.
 Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds. | Gestore di Portafoglio-Azioni | - |
Formazione di David John Martin
| Carleton University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds. | Finance |
| Perigee Investment Counsel, Inc. | |
United Financial Corp.
United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Finance |
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. | Finance |
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