Izabel Grazyna Flis
Analyst-Equity bei Franklin Bissett Investment Management
Ursprung des Netzwerks ersten Grades von Izabel Grazyna Flis
Einheit | Art der Einheit | Industrie | |
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Franklin Bissett Investment Management
Franklin Bissett Investment Management Investment ManagersFinance Franklin Bissett Investment Management (FBIM) is the Canadian investment management division of Franklin Templeton Investment Corp., an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Franklin Resources is a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments, a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Franklin Bissett, Fiduciary Trust, Darby, Balanced Equity Management, K2, LibertyShares and Edinburgh Partners brand names. FBIM was founded in 1982 and is headquartered in Calgary, Alberta. The firm manages equity, fixed income, and balanced mutual funds for Canadian investors.
32
| Operating Division | Investment Managers | 32 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Izabel Grazyna Flis
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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University of Alberta | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Calgary | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of British Columbia | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
York University | College/University | Masters Business Admin Masters Business Admin | |
Franklin Templeton Investments Corp.
Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton International, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FTIC provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments | |
University of Victoria | College/University | Undergraduate Degree Undergraduate Degree | |
Fiduciary Trust Company of Canada
Fiduciary Trust Company of Canada Investment ManagersFinance Fiduciary Trust Co. of Canada (dba Fiduciary Trust Canada) is a Canadian trust and investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of Franklin Templeton Investments Corp., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Fiduciary Trust Canada provides customized wealth management solutions to high net worth individuals, families, endowments and foundations. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
Palliser Capital Corp. | President | ||
University of Saskatchewan | College/University | Undergraduate Degree | |
University of Ottawa | College/University | Undergraduate Degree | |
QV Investors, Inc.
QV Investors, Inc. Investment ManagersFinance QV Investors, Inc. (QV), formerly QVGD Investors Inc., is an independent Canadian mutual fund manager headquartered in Alberta, Calgary. The firm was founded by Leighton Pullen and Wendy Booker-Urban in 1996. QV provides active, discretionary investment management for Canadian institutions and high-net-worth individuals. The firm manages several pooled funds, which include Canadian and global equity, fixed income and balanced strategies. | Investment Managers | Portfolio Manager-Equities | |
Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Investment Managers | Founder | |
United Financial Corp.
United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Investment Managers | Corporate Officer/Principal | |
University of Manitoba | College/University | Undergraduate Degree | |
Loring Ward Capital Management Ltd.
Loring Ward Capital Management Ltd. Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Loring Ward Capital Management Ltd. is a Canadian company that provides wealth management services. The company is based in Winnipeg, Canada. Loring Ward Capital Management was acquired by Pavilion Advisory Group Ltd. from Loring Ward International Ltd. on December 30, 2005. | Investment Managers | Corporate Officer/Principal | |
CANOE EIT INCOME FUND | Investment Trusts/Mutual Funds | President | |
Wellington-Altus Private Wealth, Inc.
Wellington-Altus Private Wealth, Inc. Investment ManagersFinance Wellington-Altus Private Wealth, Inc. (Wellington-Altus) is a wealth management firm headquartered in Winnipeg, Canada. The firm was founded in 2017 as Altus Securities, Inc. They are a subsidiary of Wellington-Altus Financial, Inc. Wellington-Altus offers financial advice and asset management to high net-worth individuals, families, business owners and organizations. | Investment Managers | Portfolio Manager-Equities | |
BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Investment Managers | Corporate Officer/Principal | |
Concordia University of Edmonton | College/University | Masters Business Admin | |
MEAG New York Corp.
MEAG New York Corp. Investment ManagersFinance MEAG New York Corp. (MEAG NY) is an insurance management firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of Munich-American Holding Corp., which is owned by Münchener Rückversicherungs-Gesellschaft AG (Munich Re) (ETR: MUV2; OTCMKTS: MURGY) in Germany. MEAG NY provides investment advisory services primarily on fixed income securities to Munich Re and its direct/indirect subsidiaries. | Investment Managers | Corporate Officer/Principal | |
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Corporate Officer/Principal | |
William Paterson University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin | |
McMaster University | College/University | Undergraduate Degree | |
ATB Capital Markets, Inc.
ATB Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 2010 by George Gosbee, AltaCorp Capital Inc. is an institutional financial advisory and brokerage firm headquartered in Calgary, Alberta, Canada. The firm offers a full spectrum of value-added financial and advisory services to corporations in across various stages of development. Their products and services include corporate mergers and acquisition advisory, equity financings, asset acquisitions and divestitures advisory, institutional sales and trading and institutional equity research. AltaCorp Capital focuses on key drivers of the Western Canadian economy that are global in scope including energy, agri-industry and diversified industries, with overlap into interdependent subsectors. The firm's research includes macro analysis, theme pieces, daily notes, corporate reviews, quarterly and annual overviews and other relevant market/sector issues. AltaCorp Capital's Institutional Sales and Trading team has expertise in both national and global trading markets and are fully integrated within an expansive network of long-standing relationships with institutional clients. They offer execution in trading securities and relevant and timely placing of new offers/issues. The firm also offers execution in institutional block trading and an industry leading technical platform. AltaCorp maintains a strategic relationship with ATB Financial, a full-service financial institution headquartered in Edmonton, Alberta. | Investment Banks/Brokers | Analyst-Equity | |
McGill University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Graduate Degree | |
Stonebridge Advisors LLC
Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Investment Managers | Portfolio Manager-Equities | |
Ukrainian Credit Union Ltd.
Ukrainian Credit Union Ltd. Savings BanksFinance Part of So-Use Credit Union Ltd., Ukrainian Credit Union Ltd. operates as a credit union. The company is based in Etobicoke, Canada. Ukrainian Credit Union was acquired by So-Use Credit Union Ltd. on October 31, 2010. | Savings Banks | Corporate Officer/Principal | |
Bissett & Associates Investment Management Ltd. | President | ||
Iris Asset Management Ltd.
Iris Asset Management Ltd. Investment ManagersFinance Iris Asset Management Ltd. provides investment counsel services for Separately Managed Accounts (SMAs) platforms, pooled funds and segregated institutional portfolios. The company was founded by Juliette L. John and is headquartered in Calgary, Canada. | Investment Managers | Founder | |
The Investment Funds Institute of Canada
The Investment Funds Institute of Canada Financial ConglomeratesFinance The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada. | Financial Conglomerates | Chairman | |
The Mutual Fund Dealers Association of Canada
The Mutual Fund Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Mutual Fund Dealers Association of Canada provides mandatory compliance credits for CE activities until December 1, 2023. The non-profit company is based in Toronto, Canada. The Canadian company offers resources to help investors become more informed about mutual funds and provides guidance for members regarding CRM2 requirements and implementation. The company was founded in 1998, and Mark T. Gordon has been the CEO of the company since 1998. | Miscellaneous Commercial Services | Chairman | |
Trocadero Capital, Inc. | President | ||
Enervest Diversified Management, Inc.
Enervest Diversified Management, Inc. Miscellaneous Commercial ServicesCommercial Services Enervest Diversified Management, Inc. provides management services for EnerVest Diversified Income Trust. The company is headquartered in Calgary, Canada. | Miscellaneous Commercial Services | President | |
DIRECTCASH PAYMENTS INC | Miscellaneous Commercial Services | Director/Board Member | |
Université Catholique de Louvain | College/University | Masters Business Admin | |
Barometer Capital Management, Inc.
Barometer Capital Management, Inc. Investment ManagersFinance Barometer Capital Management, Inc. (Barometer) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded in 2006 through a management buyout of Rockwater Asset Management, Inc. Barometer manages investment portfolios for high-net-worth individuals, endowments, foundations, partnerships, corporations, public funds and pension trusts throughout Canada and internationally. | Investment Managers | Corporate Officer/Principal | |
Cardtronics Canada Operations, Inc.
Cardtronics Canada Operations, Inc. Electronic Equipment/InstrumentsElectronic Technology Part of NCR Corp., Cardtronics Canada Operations, Inc. is a Canadian company that operates as Canada's largest ATM operator. The company is based in Winnipeg, Canada. The company delivers ATM programs for small merchants, national retailers, and financial institutions of all sizes. The company was founded by Jeffrey J. Smith, who has been the CEO since incorporation. | Electronic Equipment/Instruments | Director/Board Member | |
Polar Asset Management Partners, Inc.
Polar Asset Management Partners, Inc. Investment ManagersFinance Polar Asset Management Partners, Inc. (Polar) is Canadian hedge fund manager headquartered in Toronto, Ontario. The firm was founded by J. Paul Sabourin in 1991 and is a subsidiary of Polar Financial Corp. Polar provides discretionary investment advice and management services to private investment funds, which may be organized as onshore or offshore limited partnerships or corporations, as well as separately managed accounts. | Investment Managers | Portfolio Manager-Equities | |
University of Lakehead | College/University | Undergraduate Degree | |
University of Lethbridge | College/University | Undergraduate Degree |
Statistik
International
Kanada | 42 |
Vereinigte Staaten | 8 |
Belgien | 2 |
Sektoral
Finance | 23 |
Consumer Services | 19 |
Commercial Services | 4 |
Process Industries | 2 |
Miscellaneous | 2 |
Operativ
Portfolio Manager-Equities | 32 |
Undergraduate Degree | 26 |
Corporate Officer/Principal | 20 |
Analyst-Equity | 19 |
Portfolio Manager-Fixed Income | 10 |
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