Greg Peterson
Portfolio Manager-Aktien bei Mawer Investment Management Ltd.
Profil
Mr. Gregory D.
Peterson, CFA, is a Portfolio Manager at Mawer Investment Management Ltd.
He joined the firm in 2002.
In addition, he leads the asset allocation team for the firm and is responsible for client portfolio management.
Previously, he was a director and investment counsellor with BMO Harris Private Banking.
From 1997 to 1999, Mr. Peterson was an investment counsellor with T.E.
Investment Counsel in Calgary, having moved from Edmonton in 1997 where he was an account manager with Royal Trust in their Wealth Management group since 1995.
His career began with the Royal Bank Financial Group in 1991 as a personal banker.
Mr. Peterson earned a Bachelor of Commerce degree, majoring in finance, from the University of Alberta and is a Chartered Financial Analyst charterholder.
He is a member of the CFA Institute, the Calgary CFA Society, and the Calgary Flame Ambassadors.
Aktive Positionen von Greg Peterson
| Unternehmen | Position | Beginn |
|---|---|---|
Mawer Investment Management Ltd.
 Mawer Investment Management Ltd. Investment ManagersFinance Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. It has additional office in Toronto, Ontario, and a subsidiary with an office in Singapore. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations. Mawer also provides discretionary portfolio management services for US-based corporations and institutions, as well as certain US residents. The firm also provides sub-advisory services to certain institutional public mutual funds, non-public pooled funds, separately managed accounts, or wrap-fee programs that are managed and operated by other non-affiliated portfolio managers or investment managers. | Portfolio Manager-Aktien | 01.01.2002 |
Ehemalige bekannte Positionen von Greg Peterson
| Unternehmen | Position | Ende |
|---|---|---|
BMO Harris Private Banking
 BMO Harris Private Banking Regional BanksFinance BMO Harris Private Banking provides banking services. The firm’s services include wealth planning, banking and borrowing, investment management, trust and estates services, financial care and management, tax planning, business succession and philanthropy. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
CWB Private Investment Counsel Ltd.
 CWB Private Investment Counsel Ltd. Investment ManagersFinance CWB Private Investment Counsel Ltd. (CWB Private) is an asset management firm headquartered in Toronto, Canada. Formerly known as IA Investment Counsel, Inc., the firm was founded in 1972 and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Private provides wealth management services to high-net worth Canadian families. | Corporate Officer/Principal | 31.12.1999 |
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. | Corporate Officer/Principal | 31.12.1996 |
Ronald Mcdonald House of Southern Alberta
 Ronald Mcdonald House of Southern Alberta Miscellaneous Commercial ServicesCommercial Services Ronald McDonald House of Southern Alberta provides business support services. The private company is based in Calgary, Canada. | Corporate Officer/Principal | - |
Royal Bank Financial Group
 Royal Bank Financial Group Major BanksFinance Royal Bank Financial Group provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit. The company is headquartered in Langley, Canada. | Corporate Officer/Principal | - |
Ausbildung von Greg Peterson
| University of Alberta | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Mawer Investment Management Ltd.
Mawer Investment Management Ltd. Investment ManagersFinance Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. It has additional office in Toronto, Ontario, and a subsidiary with an office in Singapore. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations. Mawer also provides discretionary portfolio management services for US-based corporations and institutions, as well as certain US residents. The firm also provides sub-advisory services to certain institutional public mutual funds, non-public pooled funds, separately managed accounts, or wrap-fee programs that are managed and operated by other non-affiliated portfolio managers or investment managers. | Finance |
BMO Harris Private Banking
BMO Harris Private Banking Regional BanksFinance BMO Harris Private Banking provides banking services. The firm’s services include wealth planning, banking and borrowing, investment management, trust and estates services, financial care and management, tax planning, business succession and philanthropy. The company is headquartered in Toronto, Canada. | Finance |
CWB Private Investment Counsel Ltd.
CWB Private Investment Counsel Ltd. Investment ManagersFinance CWB Private Investment Counsel Ltd. (CWB Private) is an asset management firm headquartered in Toronto, Canada. Formerly known as IA Investment Counsel, Inc., the firm was founded in 1972 and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Private provides wealth management services to high-net worth Canadian families. | Finance |
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. | Finance |
Royal Bank Financial Group
Royal Bank Financial Group Major BanksFinance Royal Bank Financial Group provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit. The company is headquartered in Langley, Canada. | Finance |
Ronald Mcdonald House of Southern Alberta
Ronald Mcdonald House of Southern Alberta Miscellaneous Commercial ServicesCommercial Services Ronald McDonald House of Southern Alberta provides business support services. The private company is based in Calgary, Canada. | Commercial Services |
