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Profilo
Mr. Gregory Placidi, CFA MBA, is Senior Portfolio Manager at Excel Investment Counsel, Inc. He has over 25 years of financial services experience, including evaluating and dissecting companies and financial markets around the world while working as an equity portfolio manager, strategist, and company executive in North America, Europe an Asia.
He has a Bachelor of Commerce (Honours) from Queens University, an MBA from the University of Toronto and has held the Chartered Financial Analyst designation since 1989.
Precedenti posizioni note di Greg Placidi
Società | Posizione | Fine |
---|---|---|
AIC Ltd.
![]() AIC Ltd. Investment ManagersFinance Founded in 1985 by Michael Lee-Chin, AIC Ltd. is a mutual fund manager located in Burlington, Ontario with an additional office in Mississauga, Ontario. AIC offers the AIC family of mutual funds to investors in Canada. | Analyst-Equity | 24/09/2009 |
Excel Investment Counsel, Inc.
![]() Excel Investment Counsel, Inc. Investment ManagersFinance Founded in 1996 by Bhim Asdhir, Excel Investment Counsel, Inc. is a mutual fund manager and investment advisor located in Mississauga, Ontario. The firm is a subsidiary of Sun Life Global Investments (Canada), Inc. Their ultimate parent is Sun Financial, Inc. | Gestore di Portafoglio-Azioni | - |
PARTNERS REAL ESTATE INVESTMENT TRUST | Contatto Relazioni con gli Investitori | - |
MANULIFE FINANCIAL CORPORATION | Corporate Officer/Principal | - |
North American Dividend Plus Fund
![]() North American Dividend Plus Fund Investment Trusts/Mutual FundsMiscellaneous North American Dividend Plus Fund is a closed-end investment trust. It intends to invest in an actively managed diversified portfolio, comprised primarily of preferred shares and dividend-paying common shares of North American issuers. Its investment objectives are to provide holders of Units with monthly cash distributions; and to preserve and enhance the net asset value of the Fund. The company is headquartered in Burlington, Canada. | Corporate Officer/Principal | - |
Formazione di Greg Placidi
Queen's University | Undergraduate Degree |
University of Toronto | Masters Business Admin |
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
Società quotate in Borsa | 1 |
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MANULIFE FINANCIAL CORPORATION | Finance |
Aziende private | 5 |
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AIC Ltd.
![]() AIC Ltd. Investment ManagersFinance Founded in 1985 by Michael Lee-Chin, AIC Ltd. is a mutual fund manager located in Burlington, Ontario with an additional office in Mississauga, Ontario. AIC offers the AIC family of mutual funds to investors in Canada. | Finance |
Portland Investment Counsel, Inc.
![]() Portland Investment Counsel, Inc. Investment ManagersFinance Portland Investment Counsel, Inc. is an SEC-registered investment advisor located in Mississauga, Ontario with an additional office in Burlington, Ontario. The firm manages the AIC Advantage Fund, the AIC Diversified Canada Fund, the AIC Canadian Focused Fund, the AIC Diversified Canada Corporate Class, the AIC Canadian Focused Corporate Class, the AIC Global Financial Split Corp., the AIC Preferred Income Fund, the AIC Advantage Fund II, the AIC Advantage II Corporate Class, the AIC Global Advantage Corporate Class, the AIC American Advantage Fund, the AIC Global Advantage Fund and the AIC Global Wealth Management Fund. | Finance |
North American Dividend Plus Fund
![]() North American Dividend Plus Fund Investment Trusts/Mutual FundsMiscellaneous North American Dividend Plus Fund is a closed-end investment trust. It intends to invest in an actively managed diversified portfolio, comprised primarily of preferred shares and dividend-paying common shares of North American issuers. Its investment objectives are to provide holders of Units with monthly cash distributions; and to preserve and enhance the net asset value of the Fund. The company is headquartered in Burlington, Canada. | Miscellaneous |
Partners Real Estate Investment Trust
![]() Partners Real Estate Investment Trust Real Estate Investment TrustsFinance Partners Real Estate Investment Trust operates as an open-end real estate investment trust. It focuses on ownership and management of a diversified portfolio of necessity based retail and mixed-use retail community and neighbourhood shopping centres. The company was founded by Patrick McCowan on March 29, 2005 and is headquartered in Barrie, Canada. | Finance |
Excel Investment Counsel, Inc.
![]() Excel Investment Counsel, Inc. Investment ManagersFinance Founded in 1996 by Bhim Asdhir, Excel Investment Counsel, Inc. is a mutual fund manager and investment advisor located in Mississauga, Ontario. The firm is a subsidiary of Sun Life Global Investments (Canada), Inc. Their ultimate parent is Sun Financial, Inc. | Finance |
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