Paul Wheaton

Gestore di Portafoglio-Azioni presso

Mawer Investment Management Ltd.

Finance

Consumer Services

Profilo

Mr. Paul M.
Wheaton, CFA, is an Investment Counsellor at Mawer Investment Management Ltd. He specializes in helping families develop a balanced understanding of wealth, recognizing that true wealth extends far beyond financial assets.
His advisory work focuses on building communication and governance skills that enable families to stay connected and thrive across multiple generations.
He joined in 2014.
Mr. Wheaton was previously employed as a Vice President-Risk Management and Analyst by Onex Canada Asset Management, Inc. He received his Bachelor of Business Administration (Honours) from Wilfrid Laurier University.
He has earned specialized certifications as a Family Enterprise Advisor and Heritage Design Professional.

Posizioni attive di Paul Wheaton

Società	Posizione	Inizio
Mawer Investment Management Ltd. Mawer Investment Management Ltd. Investment ManagersFinance Mawer is a bottom-up, fundamental manager that aims to provide investors with above average, long-term, risk-adjusted returns. The firm seeks to identify excellent companies with sustainable competitive advantages, regardless of industry or economic conditions, and to invest in these companies when they are trading at a discount to their intrinsic value. They specialize in global and domestic equity, balanced, and fixed income strategies to meet a variety of investment needs.	Gestore di Portafoglio-Azioni	01/06/2014

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Precedenti posizioni note di Paul Wheaton

Società	Posizione	Fine
GLUSKIN SHEFF + ASSOCIATES INC	Corporate Officer/Principal	-
ONEX Canada Asset Management, Inc. (Investment Management) ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance OCAM-IM seeks to preserve clients' capital, manage risk and deliver outstanding long-term investment returns through varying economic and market cycles. The firm focuses on generating strong absolute, rather than relative, investment returns. They employ bottom-up security selection based on fundamental analysis and in-depth research, coupled with their top-down macroeconomic view.	Analyst-Equity	-

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Aziende private	4
Mawer Investment Management Ltd. Mawer Investment Management Ltd. Investment ManagersFinance Mawer is a bottom-up, fundamental manager that aims to provide investors with above average, long-term, risk-adjusted returns. The firm seeks to identify excellent companies with sustainable competitive advantages, regardless of industry or economic conditions, and to invest in these companies when they are trading at a discount to their intrinsic value. They specialize in global and domestic equity, balanced, and fixed income strategies to meet a variety of investment needs.	Finance
ONEX Canada Asset Management, Inc. (Investment Management) ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance OCAM-IM seeks to preserve clients' capital, manage risk and deliver outstanding long-term investment returns through varying economic and market cycles. The firm focuses on generating strong absolute, rather than relative, investment returns. They employ bottom-up security selection based on fundamental analysis and in-depth research, coupled with their top-down macroeconomic view.	Finance
Wilfrid Laurier University Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
ONEX Canada Asset Management, Inc. ONEX Canada Asset Management, Inc. Investment ManagersFinance Provides investment advisory services	Finance