Mike Stevens
Analyst-Equity presso Echelon Wealth Partners, Inc.
Provenienza dei contatti di primo grado di Mike Stevens
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Echelon Wealth Partners, Inc.
Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm.
31
| Subsidiary | Investment Banks/Brokers | 31 |
University of Guelph
18
| College/University | Other Consumer Services | 18 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mike Stevens tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Cormark Securities, Inc.
Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Analyst-Equity | |
University of Regina | College/University | Undergraduate Degree | |
ALARMFORCE INDUSTRIES | Miscellaneous Commercial Services | Chief Executive Officer | |
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 | |
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund). | Investment Managers | Analyst-Equity | |
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 | |
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 Analyst-Equity Analyst-Equity | |
Desjardins Securities, Inc.
Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
eResearch Corp.
eResearch Corp. Investment ManagersFinance eResearch Corp. is an independent investment research firm headquartered in Toronto, Canada. The firm was founded in 2000 and provides institutional-quality, equity research focused primarily on small- and mid-cap companies. Their focus is on identifying companies that have interesting prospects, sound management, and significant potential for share price appreciation. They also provide research reports on middle and larger-sized companies, through a combination of fundamental and technical analysis. eResearch complements their corporate research coverage with a diversified selection of informative, insightful, and thought-provoking research publications from a wide variety of investment professionals. | Investment Managers | Analyst-Equity | |
PI Financial Corp.
PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Paradigm Capital, Inc.
Paradigm Capital, Inc. Investment Banks/BrokersFinance Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF. | Investment Banks/Brokers | Analyst-Equity Trading-Equity Market Strategist | |
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 | Corporate Officer/Principal | |
McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
York University | College/University | Masters Business Admin Undergraduate Degree | |
Queen's University | College/University | Undergraduate Degree Undergraduate Degree | |
Concordia University | College/University | Graduate Degree | |
University of London | College/University | Undergraduate Degree | |
University of Ottawa | College/University | Undergraduate Degree Undergraduate Degree | |
Simon Fraser University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Graduate Degree Corporate Officer/Principal | |
University of Western Ontario | College/University | Undergraduate Degree Doctorate Degree | |
McMaster University | College/University | Masters Business Admin Doctorate Degree | |
iA Private Wealth, Inc.
iA Private Wealth, Inc. Investment ManagersFinance iA Private Wealth, Inc. is a Canadian wealth management firm headquartered in Montreal, Quebec. The firm was founded in 2002 and is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG; OTCMKTS: IAFNF). iA Private Wealth offers holistic, tailored wealth solutions through a network of more than 500 independent Investment Advisor and Portfolio Manager teams. | Investment Managers | Director of Research - Equity Analyst-Equity | |
University of Calgary | College/University | Undergraduate Degree | |
Carleton University | College/University | Undergraduate Degree Undergraduate Degree | |
Wilfrid Laurier University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
Ironbridge Equity Partners Management Ltd.
Ironbridge Equity Partners Management Ltd. Investment ManagersFinance Ironbridge Equity Partners Management Ltd. is an Independent Private Equity firm founded in 2005 by Alan G. Sellery.The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst | |
Macquarie Capital Markets Canada Ltd.
Macquarie Capital Markets Canada Ltd. Investment Banks/BrokersFinance Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks. | Investment Banks/Brokers | Institutional Sales Analyst-Equity | |
Brookfield Residential Property Services
Brookfield Residential Property Services Real Estate DevelopmentFinance Brookfield Residential Property Services provides home appraisal and property brokerage services. The company is headquartered in Toronto, Canada. | Real Estate Development | Chief Executive Officer | |
Research Capital Corp.
Research Capital Corp. Investment ManagersFinance Research Capital Corp. is an independent, fully integrated national investment dealer headquartered in Toronto, Canada. The firm was founded in 2010 as Mackie Research Capital Corp. until 2021. Research Capital offers a complete range of capital markets and wealth management services to private clients, institutions and growth companies with offices across Canada. | Investment Managers | Analyst-Equity | |
Canaccord Genuity Corp.
Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Carson Dunlop & Associates Ltd.
Carson Dunlop & Associates Ltd. Miscellaneous Commercial ServicesCommercial Services Carson Dunlop & Associates Ltd. provides home inspection services. Its products include buyer’s inspections, seller’s inspections, inspections for new homes, condominium inspections, post-purchase inspection, technical audits, general homeowner’s inspections and specialty services. The company was founded in 1978 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | President | |
KingSett Capital, Inc.
KingSett Capital, Inc. Investment ManagersFinance KingSett Capital, Inc. operates as a private equity real estate investment company. It provides strategic investments in real estate assets and properties which include office, retail, industrial, residential, hotel and development properties. The firm also provides real estate mortgages. The company was founded by Jon E. Love in 2002 and is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor | |
College Dawson | College/University | Undergraduate Degree | |
Ernst & Young Global Ltd.
Ernst & Young Global Ltd. Other Consumer ServicesConsumer Services Ernst & Young Global Ltd. engages in the provision consulting services. Its services include assurance, consulting, strategy and transaction, and tax. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom. | Other Consumer Services | Comptroller/Controller/Auditor | |
Sun Yat-Sen University | College/University | Undergraduate Degree | |
Vestcap Investment Management, Inc.
Vestcap Investment Management, Inc. Investment ManagersFinance Vestcap Investment Management, Inc. is a Canadian independent investment management company that has been operating for over 30 years. The private company is based in Toronto, Canada. The company does not sell products or make commissions, and are fully aligned with their clients. The company was founded in 1988 by Mowbray Nugent Schneider. The CEO is Robert Douglas Furse. | Investment Managers | Chief Executive Officer | |
National Property Inspections, Inc.
National Property Inspections, Inc. Miscellaneous Commercial ServicesCommercial Services National Property Inspections, Inc. provides home and commercial building inspection services. It offers inspection services to a variety of clients including home buyers and home sellers, commercial property investors, owners, tenants, real estate agents and attorneys, employee relocation companies, banks and field service companies. The company was founded by Roland Bates in 1987 and is headquartered in Omaha, NE. | Miscellaneous Commercial Services | Director/Board Member | |
Richard Ivey School of Business | College/University | Masters Business Admin Undergraduate Degree | |
The Stephen J.R. Smith School of Business | College/University | Graduate Degree | |
Westport Partners | Chief Executive Officer | ||
Eight Capital
Eight Capital Investment Banks/BrokersFinance Eight Capital is a 100% principal-owned, Canadian investment dealer headquartered in Toronto, Ontario. It has additional offices in Calgary, Alberta and Montreal, Quebec. The firm was founded in 2016 as Dundee Capital Partners. They offer investment banking, equity research and institutional sales & trading services to retail and institutional clients. Eight Capital provide their clients with timely market insights (with the assistance of their equity research team) across all the investment disciplines: fundamental, technical, and quantitative. Beyond the traditional market access trading provides, their traders work with clients to find unique liquidity solutions, and discreet trading solutions for large blocks of stock. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Western University | College/University | Undergraduate Degree | |
Stifel Nicolaus Canada, Inc.
Stifel Nicolaus Canada, Inc. Investment Banks/BrokersFinance Stifel Nicolaus Canada, Inc. (Stifel Canada) is a Canadian broker-dealer subsidiary of Stifel Financial Corp. (NYSE: SF) in the US. Headquartered in Toronto, Stifel Canada provides institutional sales and trading to corporate clients and institutional investors. The firm also offers a much broader suite of products and services, while remaining the same group of dedicated professionals serving Canadian capital markets. | Investment Banks/Brokers | Analyst-Equity | |
Extract Advisors LLC (Canada) | Investment Managers | Analyst-Equity | |
Langdon Equity Partners Ltd.
Langdon Equity Partners Ltd. Investment ManagersFinance Langdon Equity Partners Ltd. provides investment advice. The private company is based in Toronto, Canada. and has subsidiaries in Canada. The Canadian company was founded in 2022 by Gregory Dean. Gregory Dean has been the CEO since 2022. | Investment Managers | Portfolio Manager-Equities | |
VISIONARY HOLDINGS INC. | Other Consumer Services | Chief Tech/Sci/R&D Officer | |
Verecan Capital Management, Inc.
Verecan Capital Management, Inc. Investment ManagersFinance Verecan Capital Management Inc. is an independent financial advisory firm that provides client-focused financial advice and discretionary investment management. Verecan Capital Management Inc. is based in Halifax, Canada, and is composed of the team formerly known as White LeBlanc Wealth Planners. The team has over 30 years of experience in the industry and is not commission-based, ensuring that their advice is never motivated by profit considerations or quotas. The Canadian company measures success by client satisfaction and helping clients achieve their investment goals. The private company is currently a registered portfolio manager in Scotia, Ontario, and has plans to register across other locations. Colin White has been the CEO of the company since 2023. | Investment Managers | Chief Investment Officer | |
Slate Asset Management LP /Private Equity/
Slate Asset Management LP /Private Equity/ Investment ManagersFinance Slate Asset Management LP /Private Equity/ (Slate Asset Management /Private Equity/) is a real estate investment firm, which was founded in 2005 by Blair Welch and Brady Welch. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
Canada | 45 |
Regno Unito | 3 |
Cina | 2 |
Stati Uniti | 2 |
Hong Kong | 2 |
Settori
Finance | 26 |
Consumer Services | 22 |
Commercial Services | 4 |
Posizioni
Analyst-Equity | 82 |
Undergraduate Degree | 37 |
Corporate Officer/Principal | 22 |
Chief Executive Officer | 8 |
Director of Research - Equity | 7 |
Contatti più connessi
Insiders | |
---|---|
Tony Arrell | 14 |
Stefan Quenneville | 12 |
Rob Goff | 10 |
Graham Badun | 8 |
Tom Hems | 7 |
Amr Ezzat | 6 |
Hai Peng Xie | 6 |
Ryan Walker | 6 |
Adam Gill | 5 |
Sepehr Manochehry | 5 |
Sean Keaney | 5 |
David Chrystal | 5 |
Gabriel Gonzalez | 4 |
Andrej Vukovic | 4 |
Michael Mueller | 4 |
- Borsa valori
- Insiders
- Mike Stevens
- Connessioni Società