Oorsprong van het eerstegraads netwerk van Max Czmielewski
Entiteit | Type entiteit | Industrie | |
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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.
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| Subsidiary | Investment Banks/Brokers | 23 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Max Czmielewski via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Export Development Canada
Export Development Canada Finance/Rental/LeasingFinance Export Development Canada engages in the provision of insurance and financial services. It offers bond products, financing, insurance, and risk management solutions to help Canadian exporters and investors expand their international business. The company was founded in 1944 and is headquartered in Ottawa, Canada. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Scotia Capital, Inc.
Scotia Capital, Inc. Investment ManagersFinance Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets. | Investment Managers | Corporate Officer/Principal | |
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 | 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 | Corporate Officer/Principal | |
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 | |
Peters & Co. Ltd.
Peters & Co. Ltd. Investment Banks/BrokersFinance Founded in 1971, Peters & Co. Ltd. is an independent, fully integrated investment firm headquartered in Calgary, Ontario. The firm specializes in investments in the Canadian oil and natural gas and oilfield services industries. They provides investment services to institutional investors and private clients. Peters & Co. employs their own trading group and performs specialized and comprehensive investment research. They are an active underwriter for, and financial advisor to, companies active in the Canadian energy industry. Peters & Co. is a member of the CIPF. | Investment Banks/Brokers | 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 | 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 | |
Credit Suisse Securities (Canada), Inc
Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research. | Investment Banks/Brokers | 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 | |
Haywood Securities, Inc.
Haywood Securities, Inc. Investment Banks/BrokersFinance Founded in 1981, Haywood Securities Inc. is a broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary and Toronto. The firm offers a full array of investment services. Their research focuses on companies in the mining, oil & gas, biotechnology, telecommunications and technology sectors. They focus on young companies that are built around innovative ideas and offer the potential for rapid growth. Haywood Securities is a member of the Toronto Stock Exchange, the TSX Venture Exchange, the Montreal Exchange, the Canadian Trading and Quotation System, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. They are also registered to transact securities business in the U.S. and are a member of the NASD. | Investment Banks/Brokers | Director of Research - Equity | |
PI Financial Corp.
PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Paradigm Capital, Inc.
Paradigm Capital, Inc. Investment Banks/BrokersFinance Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF. | Investment Banks/Brokers | Analyst-Equity | |
McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
Integral Wealth Securities Ltd.
Integral Wealth Securities Ltd. Investment Banks/BrokersFinance Integral Wealth Securities Ltd. is an independent Canadian securities dealer headquartered in Toronto, Ontario. The firm was founded by John Gibson in 2004 and provides a full array of trading and execution services to emerging companies in three principal sectors: oil + gas, metals + mining and diversified industries. They also work closely with institutional and ultra-high-net-worth investors who seek attractive risk adjusted returns through participation in these sectors via new issues or the secondary markets. | Investment Banks/Brokers | Chief Operating Officer | |
University of Alberta | College/University | Undergraduate Degree | |
University of Ottawa | College/University | Undergraduate Degree | |
Simon Fraser University | College/University | Undergraduate Degree | |
University of Guelph | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree | |
University of New Brunswick | College/University | Undergraduate Degree | |
iA Private Wealth, Inc.
iA Private Wealth, Inc. Investment ManagersFinance iA Private Wealth, Inc. is a Canadian wealth management firm headquartered in Montreal, Quebec. The firm was founded in 2002 and is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG; OTCMKTS: IAFNF). iA Private Wealth offers holistic, tailored wealth solutions through a network of more than 500 independent Investment Advisor and Portfolio Manager teams. | Investment Managers | Director of Research - Equity | |
University of Windsor | College/University | Graduate Degree | |
Irving Oil Ltd.
Irving Oil Ltd. Oil Refining/MarketingEnergy Minerals Irving Oil Ltd. operates as regional energy processing, transportation and marketing company. The firm’s operations include supply, refining, cargo, wholesale, specialty fuels, service stations and travel plazas. The company was founded by K. C. Irving in 1924 and is headquartered in St. John, Canada. | Oil Refining/Marketing | Corporate Officer/Principal | |
Carleton University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Bocconi | College/University | Masters Business Admin | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
Macquarie Capital Markets Canada Ltd.
Macquarie Capital Markets Canada Ltd. Investment Banks/BrokersFinance Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks. | Investment Banks/Brokers | Institutional Sales Analyst-Equity | |
Stanton Asset Management, Inc.
Stanton Asset Management, Inc. Investment ManagersFinance Stanton Asset Management, Inc. is an independent investment management firm headquartered in Montréal, Quebec, Canada. The firm was founded in 2004 and actively manages portfolios for private, family office and institutional clients. | Investment Managers | Corporate Officer/Principal | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
College Dawson | College/University | Undergraduate Degree | |
John Molson School of Business | College/University | Undergraduate Degree | |
TIDEWATER MIDSTREAM AND INFRASTRUCTURE LTD. | Wholesale Distributors | Investor Relations Contact | |
Vestcap Investment Management, Inc.
Vestcap Investment Management, Inc. Investment ManagersFinance Vestcap Investment Management, Inc. is a Canadian independent investment management company that has been operating for over 30 years. The private company is based in Toronto, Canada. The company does not sell products or make commissions, and are fully aligned with their clients. The company was founded in 1988 by Mowbray Nugent Schneider. The CEO is Robert Douglas Furse. | Investment Managers | Chief Executive Officer | |
Richard Ivey School of Business | College/University | Undergraduate Degree | |
Western University | College/University | Undergraduate Degree | |
The World Bank | Supranational | Corporate Officer/Principal |
Statistieken
Internationaal
Canada | 43 |
Verenigde Staten | 3 |
Verenigd Koninkrijk | 2 |
Italië | 2 |
Hongkong | 2 |
Sectoraal
Finance | 32 |
Consumer Services | 15 |
Energy Minerals | 2 |
Distribution Services | 2 |
Government | 2 |
Operationeel
Analyst-Equity | 51 |
Undergraduate Degree | 15 |
Corporate Officer/Principal | 9 |
Director of Research - Equity | 7 |
Chief Executive Officer | 4 |
Sterkste connecties
Insiders | |
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Stefan Quenneville | 12 |
Rob Goff | 10 |
Tom Hems | 7 |
Ryan Walker | 6 |
Amr Ezzat | 6 |
David Chrystal | 5 |
Adam Gill | 4 |
Gabriel Gonzalez | 4 |
David Floyd Cusson | 4 |
Patrick Kealey | 3 |
Michael Vaccarino | 3 |
Lucas Hervato | 2 |
Atharva Zaveri | 2 |
Tanvi Gabriel | 2 |
Karolina Kosior | 2 |
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