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Aaron Coholan
Compliance Officer bei JCIC Asset management, Inc.
Ursprung des Netzwerks ersten Grades von Aaron Coholan
Einheit | Art der Einheit | Industrie | |
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Brandywine Global Investment Management (Canada) ULC
![]() Brandywine Global Investment Management (Canada) ULC Investment ManagersFinance Brandywine Global Investment Management (Canada) ULC (Brandywine Global Canada) is a Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded in 1986 and is a direct subsidiary of Legg Mason Holdings 2 (Cayman) LP, ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. Brandywine Global Canada provides investment advisory and fund management services to institutional clients.
8
| Extinct | Investment Managers | 8 |
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.
5
| Private Company | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Aaron Coholan
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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University of Toronto | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
Fiera Capital Corp. (Investment Management)
![]() Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Investment Committee Member | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Richardson Wealth (USA) Ltd. (Investment Management)
![]() Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
University of Windsor | College/University | Undergraduate Degree Undergraduate Degree | |
Queen's University | College/University | Undergraduate Degree | |
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 | |
SPARTON RESOURCES INC. | Precious Metals | Director/Board Member | |
AGF Investments, Inc.
![]() AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 2007 and is owned by AGF Management Ltd. (TSX: AGF.B). AGFI services a diverse client base from financial advisors and individual investors to institutional investors across the globe through segregated accounts, mutual funds, exchange-traded funds and separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
The Arthritis Society | 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 | |
Morningstar Investment Management LLC
![]() Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Analyst-Equity | |
GlobeInvest Capital Management, Inc.
![]() GlobeInvest Capital Management, Inc. Investment ManagersFinance GlobeInvest Capital Management, Inc. (GlobeInvest) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 1988 by Peter Brieger and is a subsidiary of Graydon Elliott Capital Partners Ltd., an Abbotsford, British Columbia-based wealth management firm. GlobeInvest offers segregated portfolios to their individual clients. | Investment Managers | Consultant / Advisor | |
Raymond James Investment Counsel Ltd.
![]() Raymond James Investment Counsel Ltd. Investment ManagersFinance Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations. | Investment Managers | Portfolio Manager-Equities | |
GLUSKIN SHEFF + ASSOCIATES INC | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Portfolio Manager-Equities | |
Heward Investment Management, Inc.
![]() Heward Investment Management, Inc. Investment ManagersFinance Heward Investment Management, Inc. (Heward) is an investment management firm headquartered in Montréal, Canada. Formerly known as C.F.G. Heward Investment Management Ltd., the firm was founded by Chilion Heward in 1981 and changed their name to Heward Investment Management, Inc. in 2013. They were acquired in 2023 by Amphora Financial Group in Barbados. Heward provides client-focused portfolio management services to private clients, foundations and endowments and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Royal Trust Corp. of Canada
![]() Royal Trust Corp. of Canada Investment ManagersFinance Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide. | Investment Managers | Corporate Officer/Principal | |
Concordia University | College/University | Undergraduate Degree | |
University of Manitoba | College/University | Undergraduate Degree | |
Goodman & Co. Ltd.
![]() Goodman & Co. Ltd. Investment ManagersFinance Goodman & Co. Ltd. provides investment advisory services. The firm is headquartered in Toronto, Canada. | Investment Managers | Corporate Officer/Principal | |
Agilith Capital, Inc.
![]() Agilith Capital, Inc. Investment ManagersFinance Agilith Capital, Inc. is an independent investment manager headquartered in Toronto, Ontario. The firm was founded by Patrick Horan in 2007. They offer their flagship fund, North American Diversified Fund as well as Long Only Fund (registered products) and Private Client services for high net-worth and institutional investors. | Investment Managers | Founder | |
Canada Trust Financial Services | Corporate Officer/Principal | ||
The University of Waterloo | College/University | Undergraduate Degree | |
Carson Group, Inc. (New York)
![]() Carson Group, Inc. (New York) Investment ManagersFinance Carson Group provides financial information services. The firm specializes in global shareholder research and related advisory services. The company was foundedd by David M. Geliebter and is headquartered in New York, NY. | Investment Managers | Analyst-Equity | |
RBC Global Asset Management, Inc.
![]() RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. | Investment Managers | Analyst-Equity | |
York University | College/University | Undergraduate Degree |
Statistik
International
Kanada | 34 |
Vereinigte Staaten | 5 |
Sektoral
Finance | 24 |
Consumer Services | 9 |
Commercial Services | 3 |
Non-Energy Minerals | 3 |
Operativ
Corporate Officer/Principal | 24 |
Portfolio Manager-Equities | 23 |
Undergraduate Degree | 12 |
Analyst-Equity | 5 |
Director/Board Member | 3 |
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