William D. Packham
Amministratore Delegato presso Qtrade Financial Group
Provenienza dei contatti di primo grado di William D. Packham
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The Investment Funds Institute of Canada
 The Investment Funds Institute of Canada Financial ConglomeratesFinance The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada.
46
| Non-Profit Organization | Financial Conglomerates | 46 |
The Empire Club of Canada
 The Empire Club of Canada Miscellaneous Commercial ServicesCommercial Services The Empire Club of Canada operates as a speakers forum. The firm invites speakers to present various perspectives—including those that may not be popular but should be heard. The company was founded in 1903 and is headquartered in Toronto, Canada.
34
| Private Company | Miscellaneous Commercial Services | 34 |
Rockwater Capital Corp.
 Rockwater Capital Corp. Financial ConglomeratesFinance Rockwater Capital Corp. provides financial products and services to individuals, institutions and corporations. It focuses on three distinct businesses that include wealth management, asset management and capital markets. The company operates through its subsidiaries namely First Associates Investments Inc., KBSH Capital Management, Inc. and Rockwater Asset Management Inc. It is headquartered in Toronto, Canada.
13
| Extinct | Financial Conglomerates | 13 |
KBSH Leaders Trust
 KBSH Leaders Trust Investment Trusts/Mutual FundsMiscellaneous KBSH Leaders Trust is a closed end investment fund. KBSH Capital Management inc. is a parent company and manager of the Trust. The Manager is providing exceptional investment management solutions and consistent long-term performance, through a disciplined investment process, centered on fundamental analysis and superior security selection. The Trust was founded on May 17, 2002 and is located in Toronto, ON.
13
| Extinct | Investment Trusts/Mutual Funds | 13 |
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.
13
| Subsidiary | Investment Banks/Brokers | 13 |
Desjardins General Insurance Group, Inc.
 Desjardins General Insurance Group, Inc. Multi-Line InsuranceFinance Desjardins General Insurance Group, Inc. provides property and casualty insurance services. Its insurance products include property, auto, and business insurance. The company was founded in 1945 and is headquartered in L?vis, Canada.
9
| Subsidiary | Multi-Line Insurance | 9 |
Midland Walwyn Capital
6
| Extinct | Investment Managers | 6 |
Qtrade Financial Group
 Qtrade Financial Group Investment ManagersFinance Since 1999, the Qtrade Financial Group has provided wealth management services to the retail public as well as the customers of over 180 financial institutions including credit unions, banks, trust companies and financial planning companies across Canada. The company administers approximately $4 billion of investment assets through the following operating subsidiaries: Qtrade Investor. Qtrade Investor is Canada's leading independent online brokerage, providing online brokerage solutions to the retail public as well as the customers of its financial institution partners across Canada. Headquartered in Vancouver, British Columbia, Qtrade Investor is the online brokerage division of Qtrade Securities Inc., a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund ('CIPF'). CIPF coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account. Qtrade Advisor. Qtrade Advisor provides full-service brokerage solutions to the retail public as well the customers of its financial institution partners across Canada. The company Investment Advisors have the expertise, tools and top-ranked research to create a wealth management strategy that is customized for client, based on their specific goals and financial situation. Headquartered in Vancouver, British Columbia, Qtrade Advisor is the full service brokerage division of Qtrade Securities Inc., a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund ('CIPF'). CIPF coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account. Qtrade Securities Inc. Qtrade Securities Inc. is a registered securities dealer and a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund ('CIPF'). Qtrade Asset Management Inc. Qtrade Asset Management Inc. provides full-service mutual fund dealer services to the customers of its financial institution partners across Canada. Headquartered in Vancouver, British Columbia, Qtrade Asset Management is a member of the Mutual Fund Dealers Association of Canada and the Investor Protection Corporation ('IPC'). IPC coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account. Qtrade Insurance Solutions Inc. Qtrade Insurance Solutions is an insurance distributor offering comprehensive insurance solutions through leading insurance carriers for life insurance, living benefits, annuities and segregated funds to the public and clients of its financial institution partners. Qtrade Fund Management Inc. Qtrade Fund Management Inc. provides managed portfolio and mutual fund solutions to the retail public as well as the customers of the company financial institution partners across Canada. The company Managed Portfolio Solutions offer simple all-in-one investment programs designed to meet people's different investment objectives and risk tolerance levels. They are diversified by asset class, geographical region, market cap and investment style to ensure true diversification and are tactically rebalanced by its professional managers in a tax efficient manner to ensure the portfolio matches the investor's investment objectives over time. Qtrade Institutional Services. Qtrade Institutional Services provides comprehensive brokerage and platform solutions for Investment Counselors, Portfolio Managers and other discretionary money managers across Canada. OceanRock Capital Partners Inc. OceanRock Capital Partners Inc. provides portfolio management and individual discretionary money management services to institutions and high-net worth clients across Canada. The Qtrade Financial Group is committed to offering comprehensive, market leading wealth management solutions to both the retail public as well as its financial institution partners across Canada. The company is here to help customer take charge of their financial future.
4
| Private Company | Investment Managers | 4 |
Qtrade Canada, Inc.
 Qtrade Canada, Inc. Investment Trusts/Mutual FundsMiscellaneous Qtrade Canada, Inc. manages the QFM Funds, a family of open-end mutual funds. The company is headquartered in Vancouver, Canada.
4
| Subsidiary | Investment Trusts/Mutual Funds | 4 |
Aviso Wealth, Inc.
 Aviso Wealth, Inc. Investment ManagersFinance Aviso Wealth, Inc. is one of Canada's largest independent wealth management firms, providing wealth services to hundreds of institutional and retail organizations. The private company is based in Toronto, Canada, and has subsidiaries in Canada. The Canadian company offers a comprehensive suite of wealth solutions, including investment dealer and insurance services, supporting thousands of financial advisors across Canada. Aviso Wealth's award-winning online brokerage, Qtrade Direct Investing™, enables self-directed investors to build their wealth with confidence. The CEO of the company is William D. Packham.
2
| Private Company | Investment Managers | 2 |
Davidson Partners Investment Counsel LLC
1
| Extinct | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a William D. Packham tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
| THE BANK OF NOVA SCOTIA | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| CANADIAN TIRE CORPORATION, LIMITED | Specialty Stores | Director/Board Member Director/Board Member | |
| AGF MANAGEMENT LIMITED | Investment Managers | Founder President | |
The Fédération des caisses Desjardins du Québec
 The Fédération des caisses Desjardins du Québec Regional BanksFinance The Fédération des caisses Desjardins du Québec engages in the provision of investment and financial services. It offers cards, loans and credit, savings and investment, insurance, wealth management, accounts and cash management, capital markets, trusts services, and financing and credit. The company was founded in 1979 and is headquartered in Levis, Canada. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| JFT STRATEGIES FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
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 | Chairman Chief Operating Officer | |
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. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
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 | Chief Executive Officer Chief Executive 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 | Human Resources Officer Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
Cumberland Private Wealth Management, Inc.
 Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Investment Managers | Portfolio Manager-Equities | |
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 Corporate Officer/Principal | |
| McGill University | College/University | Graduate Degree Undergraduate Degree | |
| York University | College/University | Masters Business Admin Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Guelph | College/University | Undergraduate Degree Graduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
| INSEAD | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Calgary | College/University | Undergraduate Degree Undergraduate Degree | |
| HEC Montréal | College/University | Undergraduate Degree Masters Business Admin | |
Ontario Bar Association
 Ontario Bar Association Miscellaneous Commercial ServicesCommercial Services Ontario Bar Association operates as the voice of Canada’s legal profession. The firm represents lawyers, judges, notaries, law teachers and law students from across the province. It specializes in advocacy, practice area sanctions, professional development programs, and law reform and law amendment. The company was founded in 1896 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Chartered Professional Accountants of Ontario
 Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal General Counsel Corporate Officer/Principal | |
| Osgoode Hall Law School | College/University | Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
International Investment Funds Association
 International Investment Funds Association Investment ManagersFinance International investment funds association provides investment Management services. The firm specializes in international association of investment associations. The company is headquartered in Toronto, Canada. | Investment Managers | Director/Board Member | |
Federation of Mutual Fund Dealers
 Federation of Mutual Fund Dealers Miscellaneous Commercial ServicesCommercial Services Federation of Mutual Fund Dealers is an association of Canadian mutual fund dealers and industry participants. The company was founded in 1996 and is headquartered in Canada. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Metric Asset Management LP
 Metric Asset Management LP Investment ManagersFinance Metric Asset Management LP (MAM) is a Canadian investment management firm headquartered in Toronto, Canada. The firm was founded by Bimal Morjaria and is a subsidiary of Metric Asset Management Ltd. MAM provides investment advice to individuals and institutional investors. They manage the multi-strategy fund, Diversified Alpha Fund. | Investment Managers | President | |
| CI INVESTMENT GRADE BOND ETF - DISTRIBUTING - CAD | Investment Trusts/Mutual Funds | Director/Board Member | |
Sun Life Global Investments, Inc.
 Sun Life Global Investments, Inc. Investment ManagersFinance Sun Life Global Investments, Inc. provides investment advisory services. The firm’s investment products include product listing, sun life granite managed solutions, sun life milestone funds, diversified income funds, equity funds, asset allocation and balanced funds, fixed income funds, corporate class, private client, absolute return funds and other investment solutions. The company is headquartered in Toronto, Canada. | Investment Managers | President President | |
CI Institutional Asset Management
 CI Institutional Asset Management Investment ManagersFinance Part of CI Financial Corp., CI Institutional Asset Management is a company that brings a bespoke approach to managing capital on behalf of institutional asset owners. The company is based in Toronto, Canada. The company's institutional solutions leverage one of the most resourced investment platforms amongst the Canadian investment managers. | Investment Managers | President |
Statistiche
Distribuzione geografica
| Canada | 49 |
| Stati Uniti | 2 |
| Francia | 2 |
Settori
| Finance | 22 |
| Miscellaneous | 14 |
| Consumer Services | 11 |
| Commercial Services | 6 |
| Retail Trade | 2 |
Posizioni
| Director/Board Member | 264 |
| Corporate Officer/Principal | 109 |
| President | 48 |
| Chairman | 46 |
| Undergraduate Degree | 37 |
Contatti più connessi
| Insiders | |
|---|---|
| N. Frank Potter | 32 |
| David Tuer | 26 |
| Christiane Bergevin | 26 |
| Neal A. Kerr | 22 |
| John Brough | 21 |
| John Sibley | 18 |
| Ronald Daniels | 17 |
| David Speck | 16 |
| C. Warren Goldring | 12 |
| Matthew Strassberg | 12 |
| Paul Dixon Allison | 11 |
| Judith Goldring | 11 |
| Launi Skinner | 11 |
| R. Browne | 11 |
| Kulvir Gill | 10 |
- Borsa valori
- Insiders
- William D. Packham
- Connessioni Società
