Profiel
An Honours Economics graduate from the University of Toronto, Mr. Stefnitz started his career in 1957 analyzing economic statistics for Babson's, a legendary name in the investment advisory business.
He earned his CFA Charter in 1969 and was Secretary of the Investment Counsel Association of Ontario.
In 1972, Mr. Stefnitz joined Montreal Trust Company at Head Office in Montreal, and as Assistant Vice President, Investments he directed portfolio managers from Halifax to Vancouver.
He returned to Ontario and founded Priority Capital Management Inc. in 1988, where he was joined by Fred Marconi in 1995.
In May 2004 Mr. Stefnitz was appointed Chairman of Priority Capital when it became a Division of Rae & Lipskie Investment Counsel Inc.
Eerdere bekende functies van Norman W. Stefnitz
| Bedrijven | Functie | Einde |
|---|---|---|
Rae & Lipskie Investment Counsel, Inc.
 Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds. | Portefeuillebeheerder-Aandelen | 31-03-2009 |
Priority Capital Management, Inc.
 Priority Capital Management, Inc. Investment ManagersFinance Founded in 1988, Priority Capital Management, Inc. is an investment advisor firm located in Burlington, Ontario | Directeur van Onderzoek - Eigen Vermogen | 31-03-2008 |
Montreal Trust Company of Canada
 Montreal Trust Company of Canada Investment Trusts/Mutual FundsMiscellaneous Montreal Trust Co. of Canada offers financial and trust services to individuals, businesses and other types of organizations. It operates through a network of branches and offices throughout Canada. The company is headquartered in Montréal, Canada. | Corporate Officer/Principal | 31-12-1987 |
Opleiding van Norman W. Stefnitz
| University of Toronto | Undergraduate Degree |
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Montreal Trust Company of Canada
Montreal Trust Company of Canada Investment Trusts/Mutual FundsMiscellaneous Montreal Trust Co. of Canada offers financial and trust services to individuals, businesses and other types of organizations. It operates through a network of branches and offices throughout Canada. The company is headquartered in Montréal, Canada. | Miscellaneous |
Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds. | Finance |
Priority Capital Management, Inc.
Priority Capital Management, Inc. Investment ManagersFinance Founded in 1988, Priority Capital Management, Inc. is an investment advisor firm located in Burlington, Ontario | Finance |
