Phil Taller
Gestore di Portafoglio-Azioni presso Mackenzie Financial Corp.
Provenienza dei contatti di primo grado di Phil Taller
Entità | Tipo di entità | Settore Industriale | |
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The University of Waterloo
160
| College/University | Other Consumer Services | 160 |
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.
132
| Subsidiary | Investment Managers | 132 |
The Schulich School of Business
15
| College/University | Other Consumer Services | 15 |
Bluewater Investment Management, Inc.
Bluewater Investment Management, Inc. Investment ManagersFinance Founded in 1994, Bluewater Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm specializes in the management of equity portfolios for institutional and private clients.
2
| Extinct | Investment Managers | 2 |
Trimark Investment Management, Inc.
1
| Extinct | 1 | |
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.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Phil Taller tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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I. G. Investment Management Ltd.
I. G. Investment Management Ltd. Investment ManagersFinance I. G. Investment Management Ltd. (IGIM) is a Canadian mutual fund manager headquartered in Winnipeg, Manitoba. In 2017, IGM Financial Inc. (TSE: IGM) combined the investment management functions of Investors Group, Inc. and Mackenzie Investments to form a single global investment management organization. The firm is a subsidiary of Investors Group, Inc., ultimately held by Power Corp. of Canada (TSE: POW). IGIM offers a diverse group of mutual funds covering different industry sectors for individual and institutional investors. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
Invesco Canada Ltd.
Invesco Canada Ltd. Investment ManagersFinance Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
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 | Director of Finance/CFO Analyst-Equity | |
Maxar Technologies ULC
Maxar Technologies ULC Telecommunications EquipmentElectronic Technology Maxar Technologies ULC engages in the provision of operational solutions to commercial and government organizations. Its products include SecureWatch, Crow’s Nest, WeatherDesk, SeaStar Information Service, GeoHIVE, analytic reports, spatial on demand, global enhanced GEOINT delivery, and eeospatial services. The firm serves the consumer mapping, environmental, mining, mobility & logistics, satellite communications, telecommunications, U.S. defense, U.S. intelligence, international civil Government, and international defense & intelligence sectors. The company was founded by John S. MacDonald and Werner Dettwiler on February 3, 1969 and is headquartered in Westminster, CO. | Telecommunications Equipment | Corporate Officer/Principal | |
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 Analyst-Equity | |
MACKENZIE MASTER LIMITED PARTNERSHIP | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Executive Officer Chief Executive Officer Chief Executive Officer | |
BOARDWALK REAL ESTATE INVESTMENT TRUST | Real Estate Investment Trusts | Director of Finance/CFO | |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Director/Board Member Sales & Marketing | |
Rotman School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
IGM FINANCIAL INC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO | |
Burgundy Asset Management Ltd.
Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | |
BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Investment Managers | Chief Investment Officer | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Analyst-Equity 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 | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity 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 Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
McGill University | College/University | Undergraduate Degree Doctorate Degree Masters Business Admin Graduate Degree | |
York University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
Queen's University | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree | |
Acadia University | College/University | Undergraduate Degree | |
Concordia University | College/University | Undergraduate Degree Undergraduate Degree | |
Dalhousie University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
McMaster University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of Manitoba | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Calgary | College/University | Undergraduate Degree Graduate Degree | |
Atomic Energy of Canada Ltd.
Atomic Energy of Canada Ltd. Electric UtilitiesUtilities Atomic Energy of Canada Ltd. provides nuclear utility services. Its mandate is to enable nuclear science and technology and to protect the environment by fulfilling the government of Canada’s radioactive waste and decommissioning responsibilities. The company was founded in 1952 and is headquartered in Chalk River, Canada. | Electric Utilities | Corporate Officer/Principal | |
Mackenzie, Inc.
Mackenzie, Inc. Investment ManagersFinance Mackenzie, Inc. provides investment services. The company is headquartered in Winnipeg, Canada. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Executive Officer | |
Mackenzie Financial Capital Corp. | Finance/Rental/Leasing | Director/Board Member Chief Executive Officer | |
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 | Corporate Officer/Principal | |
Veritas Investment Research Corp.
Veritas Investment Research Corp. Investment ManagersFinance Veritas Investment Research Corp. (Veritas) is an independent equity research firm headquartered in Toronto, Canada. The firm was founded in 2000 by Michael Palmer and Anthony Scilipoti. Veritas provides in-depth analysis of Canadian and international companies, identifying upside and downside catalysts. Their unique forensic accounting-based research approach has proven that a careful understanding of financial information is the key to a secure investment decision. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Investors Group, Inc.
Investors Group, Inc. Investment ManagersFinance Founded in 1926, Investors Group, Inc. is an investment advisor headquartered in Winnipeg, Manitoba, Canada. The firm is a subsidiary of IGM Financial, Inc. (Toronto: IGM.TO), one of Canada’s premier personal financial services companies and one of the country's largest managers and distributors of mutual funds and other managed asset products. Their ultimate parent is Power Corp. of Canada (TSX: POW), a diversified management and holding company that has interests, directly or indirectly, in companies in the financial services sector in Canada, the United States and Europe. Investors Group provides financial solutions to Canadians through a network of consultants located throughout Canada. They offer a range of insurance, securities, mortgage and banking services. | Investment Managers | Chief Executive Officer Director of Finance/CFO | |
Vancity Investment Management Ltd.
Vancity Investment Management Ltd. Investment ManagersFinance Vancity Investment Management Ltd. (VCIM) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 1995 and is a wholly owned subsidiary of Vancouver City Savings Credit Union. VCIM is a subadvisor to the IA Clarington Inhance SRI funds. The firm is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Director of Investments Analyst-Equity | |
MMLP GP, Inc. | Chief Executive Officer Chief Executive Officer Chief Executive Officer Chief Executive Officer | ||
Raytheon Canada Ltd.
Raytheon Canada Ltd. Electronics DistributorsDistribution Services Raytheon Canada Ltd. manufactures precision optics, builds radars, manages air defence infrastructure and sustains systems that protect surface ships and fighter jets. The firm offers solid-state air traffic control radars for both civil and military applications. It provides engineering design, system engineering services and manufacturing for Raytheon's highway tolling systems business. The company was founded in 1956 and is headquartered in Ottawa, Canada. | Electronics Distributors | Corporate Officer/Principal | |
Boardwalk Real Estate Management Ltd.
Boardwalk Real Estate Management Ltd. Real Estate DevelopmentFinance Part of Boardwalk Real Estate Investment Trust, Boardwalk Real Estate Management Ltd. provides real estate management services. The company is based in Vancouver, Canada. Sam Kolias has been the CEO of the Canadian company since 2004. | Real Estate Development | Director of Finance/CFO | |
Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Mackenzie Investments Corp.
Mackenzie Investments Corp. Investment ManagersFinance Part of Power Financial Corp., Mackenzie Investments Corp. is a Canadian company that provides investment and asset management services. The company is based in Toronto, Canada. | Investment Managers | Director/Board Member Director of Finance/CFO | |
Portico Investment Management
Portico Investment Management Investment ManagersFinance Portico Investment Management (Portico) is a Canadian investment advisor headquartered in London, Ontario. The firm is a subsidiary of GLC Asset Management Group Ltd., ultimately owned by Power Financial Corp. of Canada (TSE: POW). In 2011, Great-West Life, London Life and Canada Life brought together three Canadian investment management subsidiaries under the umbrella of a new Canadian investment management subsidiary, GLC Asset Management Group Ltd. These divisions included GWL Investment Management, London Capital Management and Laketon Investment Management. In 2012, Portico was founded as GLC's fixed income investment management division. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income |
Statistiche
Distribuzione geografica
Canada | 48 |
Stati Uniti | 3 |
Hong Kong | 2 |
Settori
Finance | 29 |
Consumer Services | 16 |
Electronic Technology | 3 |
Miscellaneous | 2 |
Utilities | 2 |
Posizioni
Portfolio Manager-Equities | 105 |
Undergraduate Degree | 92 |
Corporate Officer/Principal | 86 |
Director/Board Member | 81 |
Analyst-Equity | 70 |
Contatti più connessi
Insiders | |
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Jeffrey Carney | 30 |
Charles Robert Sims | 21 |
Peter T. Klante | 18 |
Andrew W. Dunn | 18 |
Alain Bergeron | 11 |
Barry McInerney | 11 |
Douglas Bache | 11 |
J. Gould | 10 |
Chung Pong Li | 10 |
Sandra E. Poole | 10 |
Kevin Negus | 10 |
Paul Taylor | 9 |
Steven Bloembergen | 9 |
Leslie Aaron Grober | 8 |
Stephen Baker | 8 |
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