Kate MacDonald
Gestore di Portafoglio-Azioni presso BMO Asset Management, Inc.
Provenienza dei contatti di primo grado di Kate MacDonald
| 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.
61
| Subsidiary | Investment Managers | 61 |
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.
39
| Subsidiary | Investment Managers | 39 |
First Asset Investment Management, Inc.
 First Asset Investment Management, Inc. Investment ManagersFinance First Asset Investment Management, Inc. (First Asset) is a registered investment adviser headquartered in Toronto, Ontario and was founded in 1996. The firm is a subsidiary of First Asset Capital Corp., itself a subsidiary of CI Financial Corp. (TSX: CIX). First Asset manages money for several closed-end investment products and mutual funds.
5
| Extinct | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kate MacDonald tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of Toronto | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Corporate Officer/Principal Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Rotman School of Management | College/University | Masters Business Admin Graduate Degree Corporate Officer/Principal Graduate Degree Graduate Degree Masters Business Admin | |
| York University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Carleton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 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 Analyst-Fixed Income 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 Corporate Officer/Principal Portfolio Manager-Equities | |
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 | |
| CI GALAXY BITCOIN FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Operating Officer Compliance Officer | |
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 | Analyst-Equity Corporate Officer/Principal Analyst-Fixed Income | |
| FA Management Corp. | Corporate Officer/Principal Compliance Officer Corporate Officer/Principal | ||
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 | Analyst-Equity Trading-Equity Analyst-Equity | |
| Concordia University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| CI FINANCIAL CORP. | Investment Managers | Chief Investment Officer General Counsel President | |
| The Schulich School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
| McMaster University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Richard Ivey School of Business | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Analyst-Equity | |
UBS Securities Canada, Inc.
 UBS Securities Canada, Inc. Investment Banks/BrokersFinance UBS Securities Canada, Inc. is a Canadian investment bank and securities firm headquartered in Toronto, Ontario. The firm is a subsidiary of UBS Holding Canada Ltd. and their ultimate parent is UBS AG (NYSE: UBS) in US. UBS Securities Canada provides execution services for their clients' orders. They consider factors such as price, size of the order, the potential for price improvement, the speed of execution, the certainty of execution, trading characteristics of the security, and the overall cost of the transaction when costs are passed on to clients. In addition, prevailing market conditions are taken into consideration when manually handling a client order, such as the direction of the market for the security, the depth of the posted market, the last sale price and volumes of previous trades, the size of the spread, and the liquidity of the security. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| JFT STRATEGIES FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Operating Officer | |
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 | |
| Simon Fraser University | College/University | Doctorate Degree Graduate Degree | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Franklin Templeton Investments Corp.
 Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Investment Committee Member Analyst-Equity | |
First Asset Canadian Dividend Opportunity Fund
 First Asset Canadian Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Dividend Opportunity Fund is a closed-end Investment Fund/Investment Trust. The company was founded on March 22, 2010 and is headquartered in Toronto, Canada. On April 19, 2012, the fund converted into an open-end mutual fund. | Investment Trusts/Mutual Funds | General Counsel Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Canada | 49 |
| Stati Uniti | 2 |
| Hong Kong | 2 |
Settori
| Miscellaneous | 20 |
| Finance | 18 |
| Consumer Services | 14 |
Posizioni
| Corporate Officer/Principal | 111 |
| Analyst-Equity | 97 |
| Portfolio Manager-Equities | 90 |
| Undergraduate Degree | 77 |
| General Counsel | 30 |
Contatti più connessi
| Insiders | |
|---|---|
| Edward Kelterborn | 28 |
| Lee Goldman | 25 |
| John Stephenson | 24 |
| Darie Urbanky | 16 |
| Massimo Bonansinga | 14 |
| Malcolm Stephen White | 11 |
| Christopher L.C. Couprie | 11 |
| John Wayne Hadwen | 9 |
| Jeff Elliott | 9 |
| Eric Baker Bushell | 8 |
| Goshen Benzaquen | 8 |
| Ryan P. Fitzgerald | 8 |
| Roger Mortimer | 8 |
| Samira Khan | 7 |
| Carmen Tang | 7 |
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