Garreth Grant Fallis
Portefeuillebeheerder-Aandelen bij Richardson Wealth (USA) Ltd. (Investment Management)
Oorsprong van het eerstegraads netwerk van Garreth Grant Fallis
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
The University of Waterloo
167
| College/University | Other Consumer Services | 167 |
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia.
46
| Operating Division | Investment Managers | 46 |
Sceptre Investment Counsel Ltd.
 Sceptre Investment Counsel Ltd. Investment ManagersFinance Sceptre Investment Counsel Ltd. provides financial planning services to its clients. It provides services to corporations, governments, hospitals, charitable foundations, endowments, universities, unions, high net-worth individuals, reserve funds of insurance companies, estates, trusts, and private corporations. The company was founded on November 22, 1955 and is headquartered in Toronto, Canada.
31
| Extinct | Investment Managers | 31 |
Sceptre Investment Counsel Ltd. (Investment Management)
 Sceptre Investment Counsel Ltd. (Investment Management) Investment ManagersFinance Sceptre Investment Counsel Ltd. (TSE: SZ), incorporated in 1955, has been in its present form since 1971. Based in Toronto, Sceptre is one of Canada's largest institutional fund managers. In September 2000, Sceptre announced a strategic alliance with Putnam Investments, Inc. Sceptre became the exclusive marketing agent of Putnam's institutional investment products in Canada. Their Canadian equity and income funds include: the Sceptre Money Market Fund, the Sceptre Bond Fund, the Sceptre Private Client Bond Fund, the Sceptre High Income Fund, the Sceptre Income & Growth Fund, the Sceptre Canadian Equity Fund, the Sceptre Private Client Canadian Equity Fund and the Sceptre Equity Growth Fund. Sceptre's mutual funds include the Sceptre Income & Growth Fund, the Sceptre Bond Fund, Sceptre High Income Fund, the Sceptre Canadian Equity Fund, the Sceptre Equity Growth Fund, the Sceptre Global Equity Fund and the Sceptre Money Market Fund. Their institutional products include the Balanced Pool Fund, the Endowment, Foundations and Trusts (EFT) Pooled Fund, the Equity Pool, the Canadian Equity Pool, the Small-Cap Canadian Equity Pool, the Bond Pool, the Foreign Equity Pool and the Institutional Pooled Fund.
27
| Extinct | Investment Managers | 27 |
Brandywine Global Investment Management (Canada) ULC
 Brandywine Global Investment Management (Canada) ULC Investment ManagersFinance Brandywine Global Investment Management (Canada) ULC (Brandywine Global Canada) is a Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded in 1986 and is a direct subsidiary of Legg Mason Holdings 2 (Cayman) LP, ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. Brandywine Global Canada provides investment advisory and fund management services to institutional clients.
25
| Extinct | Investment Managers | 25 |
Richardson Wealth (USA) Ltd. (Investment Management)
 Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities.
12
| Operating Division | Investment Managers | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Garreth Grant Fallis via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Fiera Holdings, Inc.
 Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital, Inc. is a Canada-based independent investment advisor headquartered in Montreal with an additional office in Toronto. The firm was founded in 1983 and was formerly known as Fiera YMG Capital. Fiera Capital offers a range of traditional and quantitative products for institutional investors, retail and private clients, and third-party funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Chairman Investment Committee Member Portfolio Manager-Fixed Income Head-Fixed Income Invts Portfolio Manager-Fixed Income President Analyst-Equity Analyst-Equity Analyst-Equity | |
| Queen's University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Chairman Chief Operating Officer President Director/Board Member | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Graduate Degree Undergraduate Degree | |
| FIERA CAPITAL CORPORATION | Investment Managers | Chief Executive Officer Chief Investment Officer President Chief Executive Officer Director/Board Member | |
| CANADIAN CONVERTIBLES PLUS FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Investment Officer Director/Board Member Corporate Officer/Principal Director/Board Member | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity | |
| HEC Montréal | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree Graduate Degree | |
| Concordia University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Wilfrid Laurier University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
| University of Manitoba | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Fixed Income | |
Portfolio Management Association of Canada
 Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
Canadian Society of Petroleum Geologists
 Canadian Society of Petroleum Geologists Engineering & ConstructionIndustrial Services The Canadian Society of Petroleum Geologists (CSPG) is seeking nominations for its 2024 board of directors. The non-profit company is based in Calgary, Canada. The organization offers resources such as technical papers, a video library, and upcoming events including short courses, conferences, and field trips. CSPG also has an Amazon bookstore where customers can receive a discount on all books during the month of July. and has subsidiaries in Canada. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
Coda Petroleum, Inc.
 Coda Petroleum, Inc. Oil & Gas ProductionEnergy Minerals Coda Petroleum, Inc. provides oil and gas exploration services. It pursues a disciplined and focuses on exploration and acquisition strategy in the Western Canadian basin focused on new and emerging resource plays. The company was founded in 2011 and is headquartered in Calgary, Canada. | Oil & Gas Production | Corporate Officer/Principal Corporate Officer/Principal | |
| University of British Columbia | College/University | Graduate Degree Undergraduate Degree | |
CENTRIA, Inc.
 CENTRIA, Inc. Electrical ProductsProducer Manufacturing Centria, Inc. manufactures and supplies cellular steel deck, trench headers and electrical outlet boxes. It provides a proven, cost-effective wire raceway system for handling the rapidly changing wiring and cabling needs of the building industry it includes offices, casinos, libraries, schools and government buildings. The company was founded in 1931 and is headqurtered in Ambridge, PA. | Electrical Products | Director/Board Member Director/Board Member | |
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. | Investment Managers | Chairman Analyst-Equity | |
UBS Asset Management (Canada) Inc.
 UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
Young Presidents' Organization (Canada)
 Young Presidents' Organization (Canada) Miscellaneous Commercial ServicesCommercial Services Young Presidents'' Organization (Canada) operates as a non-profit organization. It helps young chief executives to engage, learn, and grow. The company was founded on February 13, 2011 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Dalhousie University | College/University | Masters Business Admin Undergraduate Degree | |
ONEX Canada Asset Management, Inc. (Investment Management)
 ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients. | Investment Managers | Director of Research - Fxd Inc Director of Finance/CFO | |
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 | Corporate Officer/Principal Corporate Officer/Principal | |
| Richard Ivey School of Business | College/University | Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal | |
| University of Guelph | College/University | Undergraduate Degree Undergraduate Degree | |
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 Investment Committee Member | |
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 | Director/Board Member 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 | |
Royal Trust Corp. of Canada
 Royal Trust Corp. of Canada Investment ManagersFinance Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Manulife Investment Management Ltd.
 Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Investment Managers | Analyst-Equity Analyst-Equity | |
Montrusco Bolton Investments, Inc.
 Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton Investments, Inc. (Montrusco Bolton) is an independent asset management firm headquartered in Montreal, Canada. Founded in 1946, Montrusco Bolton provides investment management services to individuals, including high net-worth individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or other business entities and to several private investment funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
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 | |
HSBC Securities (Canada), Inc.
 HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries. | Investment Banks/Brokers | Economist Corporate Officer/Principal | |
| ROKK3R INC. | Miscellaneous | Director/Board Member | |
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 | |
| Singularity University | College/University | Director/Board Member | |
Rokk3r Fuel ExO Venture Partners
 Rokk3r Fuel ExO Venture Partners Financial ConglomeratesFinance Part of Rokk3r Labs LLC, Rokk3r Fuel ExO Venture Partners provides investment services. The company is based in Miami. | Financial Conglomerates | Corporate Officer/Principal | |
| GENIUS GROUP LIMITED | Packaged Software | Director/Board Member |
Statistieken
Internationaal
| Canada | 46 |
| Verenigde Staten | 5 |
| Singapore | 2 |
Sectoraal
| Finance | 19 |
| Consumer Services | 15 |
| Miscellaneous | 9 |
| Commercial Services | 5 |
| Industrial Services | 2 |
Operationeel
| Corporate Officer/Principal | 162 |
| Director/Board Member | 159 |
| Undergraduate Degree | 104 |
| Portfolio Manager-Equities | 80 |
| President | 49 |
Sterkste connecties
| Insiders | |
|---|---|
| Jean-Guy Desjardins | 39 |
| Sylvain Brosseau | 21 |
| Andrew W. Dunn | 18 |
| Peter T. Klante | 18 |
| David Bruce Pennycook | 16 |
| Charles Page | 15 |
| Shirley Speakman | 15 |
| Peter Aghar | 14 |
| Michael Simonetta | 14 |
| Salim Ismail | 13 |
| Paul Rokeby | 13 |
| Gopa Nair | 12 |
| Jean-Philippe Lemay | 12 |
| Young Park | 11 |
| Chris Hadfield | 11 |
- Beurs
- Insiders
- Garreth Grant Fallis
- Bedrijfsconnecties
