Mark Aloysius
Portefeuillebeheerder-Aandelen bij Newport Private Wealth, Inc.
Oorsprong van het eerstegraads netwerk van Mark Aloysius
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
York University
97
| College/University | Other Consumer Services | 97 |
Newport Private Wealth, Inc.
 Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country.
16
| Subsidiary | Investment Managers | 16 |
Tacita Capital, Inc.
 Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence.
3
| Private Company | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Mark Aloysius via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| BANK OF MONTREAL | Major Banks | Corporate Officer/Principal Public Communications Contact General Counsel | |
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Cormark Securities, Inc.
 Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity 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 Institutional Sales | |
| Rotman School of Management | College/University | Masters Business Admin Masters Business Admin | |
| FLINT CORP. | Investment Managers | Director/Board Member Chairman | |
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 | Corporate Officer/Principal Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Market Strategist | |
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 Analyst-Equity Corporate Officer/Principal 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 Analyst-Equity Analyst-Equity 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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
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 Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Raymond James Ltd. (Broker)
 Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
UBS Securities Canada, Inc.
 UBS Securities Canada, Inc. Investment Banks/BrokersFinance UBS Securities Canada, Inc. is a Canadian investment bank and securities firm headquartered in Toronto, Ontario. The firm is a subsidiary of UBS Holding Canada Ltd. and their ultimate parent is UBS AG (NYSE: UBS) in US. UBS Securities Canada provides execution services for their clients' orders. They consider factors such as price, size of the order, the potential for price improvement, the speed of execution, the certainty of execution, trading characteristics of the security, and the overall cost of the transaction when costs are passed on to clients. In addition, prevailing market conditions are taken into consideration when manually handling a client order, such as the direction of the market for the security, the depth of the posted market, the last sale price and volumes of previous trades, the size of the spread, and the liquidity of the security. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Proprietary Capital LLC
 Proprietary Capital LLC Investment ManagersFinance Proprietary Capital LLC is an independent, SEC-registered investment advisor and alternative investment management firm headquartered in Denver, Colorado. The firm was co-founded by Bryan Roche and Craig Cohen in 1997. Proprietary Capital manages capital in commingled and single-investor portfolios for prominent US-based endowments and foundations, faith-based organizations, hospital systems, family offices, outsourced CIO providers, fund of hedge funds, and other domestic and foreign institutional investors. | Investment Managers | Corporate Officer/Principal | |
| University of Guelph | College/University | Undergraduate Degree Undergraduate Degree | |
| Toronto Metropolitan University of | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Corporate Officer/Principal Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| University of Victoria | College/University | Undergraduate Degree Undergraduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 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 | Analyst-Equity Analyst-Equity | |
Newport Securities, Inc.
 Newport Securities, Inc. Investment Banks/BrokersFinance Newport Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Newport Private Wealth, Inc. The firm was co-founded by Douglas Brown and David Lloyd. Newport Securities provides a full spectrum of brokerage services to corporate and institutional clients. | Investment Banks/Brokers | Director/Board Member Founder Corporate Officer/Principal Corporate Officer/Principal Director of Research - Equity Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal Analyst-Equity | |
Research Capital Corp.
 Research Capital Corp. Investment ManagersFinance Research Capital Corp. is an independent, fully integrated national investment dealer headquartered in Toronto, Canada. The firm was founded in 2010 as Mackie Research Capital Corp. until 2021. Research Capital offers a complete range of capital markets and wealth management services to private clients, institutions and growth companies with offices across Canada. | Investment Managers | Analyst-Equity Analyst-Equity | |
Canaccord Genuity Corp.
 Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Trading-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| Osgoode Hall Law School | College/University | Graduate Degree Graduate Degree Doctorate Degree | |
Echelon Wealth Partners, Inc.
 Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
StoneCastle Investment Management, Inc.
 StoneCastle Investment Management, Inc. Investment ManagersFinance Founded in 2001 by Bruce Campbell, StoneCastle Investment Management, Inc. is an investment advisor located in Kelowna, British Columbia. The firm is registered as an Investment Counsel Portfolio Manager (ICPM) with the Alberta, British Columbia and Ontario Securities Commissions. | Investment Managers | Portfolio Manager-Equities | |
Tique, Inc.
 Tique, Inc. Specialty StoresRetail Trade Tique, Inc. provides online shopping services. It focuses on the beauty, fashion, lifestyle and home verticals for women. The firm produces web videos which are designed to be optimized for online customer conversion. The company was founded by Sukhinder Singh Cassidy and Diana L. Williams in January 2011 and is headquartered in San Francisco, CA. | Specialty Stores | Corporate Officer/Principal | |
| Connor Clark Pvt Trust Co. | Corporate Officer/Principal Corporate Officer/Principal President | ||
| The Schulich School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
Good News Ventures
 Good News Ventures Investment ManagersFinance Good News Ventures is a venture capital firm founded in 2016. The firm is headquartered in Toronto. | Investment Managers | Private Equity Investor Private Equity Analyst | |
| The Bank of Canada (Research Firm) | Investment Managers | Economist Economist | |
| HAPPY BELLY FOOD GROUP INC. | Food: Major Diversified | Director of Finance/CFO Corporate Officer/Principal | |
| Champagne Capital Advisory, Inc. | Chief Executive Officer | ||
| Quadz, Inc. | Chief Executive Officer | ||
| FANDIFI TECHNOLOGY CORP. | Miscellaneous | Director/Board Member | |
Blackshire Capital Corp.
 Blackshire Capital Corp. Financial ConglomeratesFinance Blackshire Capital Corp. engages in investment activities. The private company is based in Toronto, Canada. Kevin Reed has been the CEO of the Canadian company since 2017. | Financial Conglomerates | General Counsel | |
Canadian Womens Foundation
 Canadian Womens Foundation Miscellaneous Commercial ServicesCommercial Services The Canadian Women's Foundation is a non-profit organization based in Toronto, CA. The private company's focus is on offering stigma-free support to those affected by gender-based violence. The foundation's mission is to empower women and girls in Canada by providing them with the necessary tools and resources to recognize and combat gender-based violence. The Canadian company was founded in 1989 and is led by CEO Paulette Senior. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistieken
Internationaal
| Canada | 47 |
| Verenigde Staten | 5 |
Sectoraal
| Finance | 29 |
| Consumer Services | 14 |
| Government | 2 |
| Retail Trade | 2 |
| Consumer Non-Durables | 2 |
Operationeel
| Corporate Officer/Principal | 109 |
| Undergraduate Degree | 95 |
| Analyst-Equity | 70 |
| Director/Board Member | 52 |
| Graduate Degree | 33 |
Sterkste connecties
| Insiders | |
|---|---|
| Shimmy Posen | 17 |
| Don Lenz | 13 |
| Andra Enescu | 12 |
| Shereen Zahawi | 11 |
| Mark Andrew Kinney | 10 |
| Mike Vanderburgh | 9 |
| Robert Dixon | 8 |
| Noam Lockshin | 8 |
| Fady Abdel-Nour | 8 |
| Doug Brown | 8 |
| Raj Ray | 8 |
| Peter Andrew Churchill-Smith | 8 |
| Mamdouh Shoukri | 8 |
| Guy Gal | 7 |
| Irina Skrylev | 7 |
- Beurs
- Insiders
- Mark Aloysius
- Bedrijfsconnecties
