David S. Wai
Nessuna posizione attualmente
Provenienza dei contatti di primo grado di David S. Wai
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Queen's University
342
| College/University | Other Consumer Services | 342 |
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.
43
| Operating Division | Investment Managers | 43 |
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.
34
| Extinct | Investment Managers | 34 |
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 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David S. Wai tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fiera Holdings, Inc.
 Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital, Inc. is a Canada-based independent investment advisor headquartered in Montreal with an additional office in Toronto. The firm was founded in 1983 and was formerly known as Fiera YMG Capital. Fiera Capital offers a range of traditional and quantitative products for institutional investors, retail and private clients, and third-party funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Chairman Investment Committee Member Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income President Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| University of Western Ontario | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| FIERA CAPITAL CORPORATION | Investment Managers | Chief Executive Officer Chief Investment Officer President Chief Executive Officer Director/Board Member | |
| CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Chief Operating Officer President Director/Board Member | |
| CANADIAN CONVERTIBLES PLUS FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Director/Board Member Corporate Officer/Principal Director/Board Member | |
| HEC Montréal | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree Graduate Degree | |
| Richard Ivey School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of British Columbia | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Director/Board Member Corporate Officer/Principal | |
| University of Manitoba | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Concordia University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
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 | |
| Dalhousie University | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
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 | Portfolio Manager-Equities Investment Committee Member Portfolio Manager-Equities | |
UBS Asset Management (Canada) Inc.
 UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
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 Head-Equity Investments | |
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. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
| NEW AGE METALS INC. | Other Metals/Minerals | Corporate Officer/Principal Corporate Officer/Principal | |
Canada Pension Plan Investment Board Private Investments
 Canada Pension Plan Investment Board Private Investments Investment ManagersFinance Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor Private Equity Investor | |
RBC Capital Markets LLC (Investment Management)
 RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Blake, Cassels & Graydon LLP
 Blake, Cassels & Graydon LLP Miscellaneous Commercial ServicesCommercial Services Blake, Cassels & Graydon LLP provides legal advisory services. Its areas of practice include mergers and acquisitions, alternative dispute resolution, aviation, communications, competition, construction, and e-commerce law. The firm offers legal advisory services in areas such as pension and employee benefits, products liability, restructuring and insolvency, sports, taxation, structured finance, outsourcing, and securities law. The company was founded in 1856 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Association of Professional Engineers & Geoscientists of BC | Corporate Officer/Principal Corporate Officer/Principal | ||
| METALQUEST MINING INC. | Precious Metals | Corporate Officer/Principal Corporate Officer/Principal | |
AERIC, Inc.
 AERIC, Inc. Investment ManagersFinance AERIC, Inc., dba The Conference Board of Canada, is an independent, not-for-profit applied research organization headquartered in Ottawa, Saskatchewan. The Board helps build leadership capacity for a better Canada by creating and sharing insights on economic trends, public policy issues, and organizational performance. They forge relationships and deliver knowledge through their learning events, networks, research products, and customized information services. Their members include a broad range of Canadian organizations from the public and private sectors. The Conference Board of Canada was formed in 1954, and is affiliated with The Conference Board, Inc. that serves some 3,000 companies in 67 nations. | Investment Managers | Economist Analyst-Equity | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal | |
The Bank of Canada
 The Bank of Canada General GovernmentGovernment The Bank of Canada provides banking and financial services. Its services include mortgage and payment processing, loan application, credit card application, accounting solutions, tax preparation, financial analysis, insurance, and payroll processing services to its clients. The company was founded in 1934 and is headquartered in Ottawa, Canada. | General Government | Director/Board Member Corporate Officer/Principal | |
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 | |
| McMaster University | College/University | Masters Business Admin Masters Business Admin | |
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 | |
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 Analyst-Equity | |
CENTRIA, Inc.
 CENTRIA, Inc. Electrical ProductsProducer Manufacturing Centria, Inc. manufactures and supplies cellular steel deck, trench headers and electrical outlet boxes. It provides a proven, cost-effective wire raceway system for handling the rapidly changing wiring and cabling needs of the building industry it includes offices, casinos, libraries, schools and government buildings. The company was founded in 1931 and is headqurtered in Ambridge, PA. | Electrical Products | Director/Board Member Director/Board Member | |
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 | |
| Stanford University | College/University | Graduate Degree Graduate Degree |
Statistiche
Distribuzione geografica
| Canada | 46 |
| Stati Uniti | 4 |
| Hong Kong | 2 |
| Regno Unito | 2 |
Settori
| Finance | 25 |
| Consumer Services | 14 |
| Miscellaneous | 8 |
| Non-Energy Minerals | 3 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 176 |
| Director/Board Member | 117 |
| Undergraduate Degree | 100 |
| Portfolio Manager-Equities | 90 |
| Analyst-Equity | 53 |
Contatti più connessi
| Insiders | |
|---|---|
| Jean-Guy Desjardins | 39 |
| David Edward Roode | 22 |
| Sylvain Brosseau | 21 |
| Lars G. Leckie | 17 |
| David Bruce Pennycook | 16 |
| Don Dimitrievich | 16 |
| Martine Vice Holter | 13 |
| Jean-Philippe Lemay | 12 |
| Gopa Nair | 12 |
| Steven Blower | 12 |
| Sheila Colman | 11 |
| John Stetic | 10 |
| Tom Czitron | 10 |
| Dan D. McClure | 9 |
| Paul L. Valois | 9 |
- Borsa valori
- Insiders
- David S. Wai
- Connessioni Società