Katherine Owen
Portefeuillebeheerder-Aandelen bij Mackenzie Financial Corp.
Oorsprong van het eerstegraads netwerk van Katherine Owen
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Dalhousie University
90
| College/University | Other Consumer Services | 90 |
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.
84
| Subsidiary | Investment Managers | 84 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Katherine Owen via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
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 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 | |
| MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | 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 Analyst-Equity | |
| MACKENZIE MASTER LIMITED PARTNERSHIP | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Executive Officer | |
| Rotman School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| IGM FINANCIAL INC. | Investment Managers | Corporate Officer/Principal 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 | |
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 | Analyst-Equity Head-Equity Investments Analyst-Equity Head-Equity Investments 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 Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| McGill University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
| Province of Nova Scotia | Province/State | Corporate Officer/Principal | |
| York University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Queen's University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| Acadia University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Toronto | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Doctorate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of New Brunswick | College/University | Masters Business Admin Graduate Degree | |
| 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 Undergraduate Degree Graduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
Mackenzie, Inc.
 Mackenzie, Inc. Investment ManagersFinance Mackenzie, Inc. provides investment services. The company is headquartered in Winnipeg, Canada. | Investment Managers | Chief Executive Officer | |
The Law Society of Upper Canada
 The Law Society of Upper Canada Miscellaneous Commercial ServicesCommercial Services The Law Society of Upper Canada engages in the provision of legal services. The company was founded in 1797 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
MaRS Discovery District
 MaRS Discovery District Miscellaneous Commercial ServicesCommercial Services MaRS Discovery District owns and operates a convergence center. It offers business research, information technology; pharmaceutical, optical sciences advisory and start up business assistance services. The company was founded in 2000 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | President | |
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 | |
The Canadian Bar Association
 The Canadian Bar Association Miscellaneous Commercial ServicesCommercial Services The Canadian Bar Association operates as a professional organization. The non-profit company is based in Ottawa, Canada. and has subsidiaries in Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Nova Scotia Barristers' Society | Corporate Officer/Principal 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 Corporate Officer/Principal | |
Law Society of Alberta
 Law Society of Alberta Miscellaneous Commercial ServicesCommercial Services Law Society of Alberta regulates the legal profession in the public interest by promoting and enforcing a high standard of professional and ethical conduct by Alberta lawyers. The company was founded in 1907 and is headquartered in Calgary, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Beijing Institute of Technology | College/University | Undergraduate Degree | |
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 | ||
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Investeco Capital Corp.
 Investeco Capital Corp. Investment ManagersFinance Investeco Capital Corp. (Investeco Capital) is an Independent Private Equity firm founded in 2002 by Michael de Pencier and Andrew Heintzman. The firm is headquartered in Toronto, CA. | Investment Managers | Private Equity Investor | |
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 |
Statistieken
Internationaal
| Canada | 48 |
| Verenigd Koninkrijk | 2 |
| China | 2 |
| Hongkong | 2 |
Sectoraal
| Finance | 24 |
| Consumer Services | 18 |
| Commercial Services | 6 |
| Miscellaneous | 2 |
| Non-Energy Minerals | 2 |
Operationeel
| Corporate Officer/Principal | 127 |
| Undergraduate Degree | 93 |
| Portfolio Manager-Equities | 93 |
| Director/Board Member | 82 |
| Analyst-Equity | 60 |
Sterkste connecties
| Insiders | |
|---|---|
| Charlene A. Ripley | 27 |
| J. Collins | 23 |
| Teri Anderson | 17 |
| Mona Helen Quartey | 17 |
| Vaughn R. MacLellan | 15 |
| Glenn Jessome | 14 |
| Jason Shannon | 13 |
| Nicholas Paul Fader | 13 |
| Craig Miller | 12 |
| Andrew David Grasby | 12 |
| Barry McInerney | 11 |
| Justin Ezio Ferrara | 10 |
| J. Gould | 10 |
| Paul Taylor | 9 |
| Andrew George Stephens | 9 |
- Beurs
- Insiders
- Katherine Owen
- Bedrijfsconnecties