Kai Lam
Chief Investment Officer bij JCIC Asset management, Inc.
Profiel
Mr. Kai Lam, CFA, is a Chief Investment Officer at JCIC Asset Management, Inc. He joined JCIC in 2017, broadening the firm’s focus toward international equities and expanding the firm’s asset allocation capabilities.
In his role as CIO, he takes an objective and methodical approach, with an understanding that there’s always more to learn when looking for investment opportunities.
He is continuously focused on finding new companies to invest in, and ways to improve performance.
He has more than two and a half decades of experience in the Canadian investment industry, beginning his career as an associate analyst for CIBC World Markets before moving to Gluskin Sheff + Associates, where he was managing director and portfolio manager.
Mr. Lam graduated from Queen’s University with a B.
Comm (Hons.) with first-class honours, and is a Chartered Financial Analyst (CFA) charter holder.
He is also a Certified Financial Planner (CFP).
Actieve functies van Kai Lam
| Bedrijven | Functie | Begin |
|---|---|---|
JCIC Asset management, Inc.
 JCIC Asset management, Inc. Investment ManagersFinance JCIC Asset Management, Inc. (JCIC) is a Canadian boutique investment management firm headquartered in Toronto, Ontario. The firm was founded in 1993 as Jones Collombin Investment Counsel, Inc. JCIC provides investment management to individual families, trust, foundations and companies. | Chief Investment Officer | 01-02-2021 |
Eerdere bekende functies van Kai Lam
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-06-2016 |
| GLUSKIN SHEFF + ASSOCIATES INC | Corporate Officer/Principal | 01-06-2016 |
Thornmark Asset Management, Inc.
 Thornmark Asset Management, Inc. Investment ManagersFinance Thornmark Asset Management, Inc. (Thornmark) is an independent Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by Daniel Bain in 1998. Thornmark provides complimentary Wealth Management Planning for clients with investments of greater than $3 million. The firm manages the Thornmark Investment Funds, which are only available to accredited investors on a prospectus exempt basis in certain jurisdictions of Canada. | Analyst-Equity | 31-12-2000 |
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. | Analyst-Equity | - |
Opleiding van Kai Lam
| Queen's University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
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. | Finance |
Thornmark Asset Management, Inc.
Thornmark Asset Management, Inc. Investment ManagersFinance Thornmark Asset Management, Inc. (Thornmark) is an independent Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded by Daniel Bain in 1998. Thornmark provides complimentary Wealth Management Planning for clients with investments of greater than $3 million. The firm manages the Thornmark Investment Funds, which are only available to accredited investors on a prospectus exempt basis in certain jurisdictions of Canada. | Finance |
ONEX Canada Asset Management, Inc.
 ONEX Canada Asset Management, Inc. Investment ManagersFinance Gluskin Sheff + Associates, Inc. is an independent wealth management company, which engages in managing portfolios of private clients, as well as institutional investors, including family offices, foundations, endowments, and public and private pension plans. It also offers investment management services. The company was founded by Gerald Sheff and Ira Gluskin on April 17, 1984 and is headquartered in Toronto, Canada. | Finance |
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. | Finance |
JCIC Asset management, Inc.
JCIC Asset management, Inc. Investment ManagersFinance JCIC Asset Management, Inc. (JCIC) is a Canadian boutique investment management firm headquartered in Toronto, Ontario. The firm was founded in 1993 as Jones Collombin Investment Counsel, Inc. JCIC provides investment management to individual families, trust, foundations and companies. | Finance |
