Brian Trevor Howard
Portfolio Manager-Aktien bei Dorchester Wealth Management Co.
Ursprung des Netzwerks ersten Grades von Brian Trevor Howard
Einheit | Art der Einheit | Industrie | |
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Dorchester Wealth Management Co.
Dorchester Wealth Management Co. Investment ManagersFinance Dorchester Wealth Management Co. (Dorchester) is a Canadian wealth management firm headquartered in Montréal, Quebec. The firm's history dates back to 1928 when they were founded as Hodgson Roberton & Company. The firm was reorganized in 1986 as Dorchester Investment Management. In April 2015, they became a subsidiary of Focus Canada Holdings LLC, which is a wholly-owned subsidiary of Focus Operating LLC, and their advisory business was rebranded as Dorchester Wealth Management Co. Their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Dorchester provides investment counsel to clients across North America and overseas.
15
| Subsidiary | Investment Managers | 15 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Brian Trevor Howard
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Director/Board Member Undergraduate Degree | |
University of Western Ontario | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Concordia University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal | |
National Bank Financial, Inc.
National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is 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 is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Palos Capital Corp.
Palos Capital Corp. Finance/Rental/LeasingFinance Palos Capital Corp. provides investment management services. It invests in the public equity and fixed income markets of Canada. The company is headquartered in Montreal, Canada. | Finance/Rental/Leasing | General Counsel | |
Fasken Martineau DuMoulin LLP
Fasken Martineau DuMoulin LLP Miscellaneous Commercial ServicesCommercial Services Fasken Martineau DuMoulin LLP operates as law firm. It provides legal services to construction, financial, insurance, life sciences, corporate, and commercial industry. It offers Labour employment and human rights, litigation and dispute resolution, and privacy and cybersecurity risk management. The company was founded in 1863 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Palos Merchant Bank LP
Palos Merchant Bank LP Regional BanksFinance Palos Merchant Bank LP engages in merchant banking activities. Its provides corporate finance services including capital-raising, credit syndication, buyout financing, advice on merger and acquisitions, restructuring, and due diligence. The company is headquartered in Montreal, Canada. | Regional Banks | Chief Executive Officer | |
Tactex Asset Management, Inc. (Private Equity)
Tactex Asset Management, Inc. (Private Equity) Investment ManagersFinance Tactex Asset Management, Inc. (Private Equity) (Tactex) is a Private Equity subsidiary of Tactex Asset Management, Inc. founded in 2011. The firm is headquartered in Montréal, Canada. | Investment Managers | General Counsel | |
Bard College | College/University | Undergraduate Degree | |
Palos Management, Inc.
Palos Management, Inc. Investment ManagersFinance Founded in 2001 by Hubert Marleau and Charles Marleau, Palos Management, Inc. is in investment advisor located in Montreal, Quebec. | Investment Managers | Corporate Officer/Principal | |
University of Glasgow | College/University | Doctorate Degree | |
The University of Edinburgh | College/University | Graduate Degree | |
10302201 Canada, Inc.
10302201 Canada, Inc. Investment ManagersFinance 10302201 Canada, Inc. provides investment research. The private company is based in Montreal, Canada. The Canadian company was founded in 2017 by John Anthony Boeckh, Chen Zhao. John Anthony Boeckh has been the CEO since 2017. | Investment Managers | Analyst-Equity | |
MITEC TECHNOLOGIES INC | Computer Communications | Director/Board Member | |
BMO Nesbitt Burns, Inc.
BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Financial Conglomerates | Corporate Officer/Principal | |
ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal | |
Bishop's University | College/University | Undergraduate Degree | |
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 | |
UBS Asset Management (Canada) Inc.
UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Investment Managers | Trading-Equity | |
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 | Investment Committee Member | |
Panalpina, Inc.
Panalpina, Inc. Air Freight/CouriersTransportation Panalpina, Inc. provides freight transpiration and logistics services. The company was founded in 1947 and is headquartered in Morristown, NJ. | Air Freight/Couriers | Comptroller/Controller/Auditor | |
Montreal Society of Financial Analysts | President | ||
Sun Life Co. Ltd.
Sun Life Co. Ltd. Finance/Rental/LeasingFinance Part of J Trust Co., Ltd., Sun Life Co. Ltd. is a Japanese company that provides consumer financing services. The company is based in Takamatsu, Japan. Sun Life Co. was acquired by Neoline Capital Co., Ltd. from SMBC Consumer Finance Co., Ltd. on 2009-03-31 for $0.0 million. | Finance/Rental/Leasing | Corporate Officer/Principal | |
BCA Research, Inc.
BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Kanada | 28 |
Vereinigte Staaten | 3 |
Vereinigtes Königreich | 3 |
Japan | 2 |
Sektoral
Finance | 21 |
Consumer Services | 8 |
Commercial Services | 3 |
Electronic Technology | 2 |
Transportation | 2 |
Operativ
Portfolio Manager-Equities | 18 |
Corporate Officer/Principal | 15 |
Undergraduate Degree | 11 |
Analyst-Equity | 5 |
Director/Board Member | 5 |
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