Jonathan M. Wellum
Keine laufenden Positionen mehr
Ursprung des Netzwerks ersten Grades von Jonathan M. Wellum
Einheit | Art der Einheit | Industrie | |
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AIC Ltd.
AIC Ltd. Investment ManagersFinance Founded in 1985 by Michael Lee-Chin, AIC Ltd. is a mutual fund manager located in Burlington, Ontario with an additional office in Mississauga, Ontario. AIC offers the AIC family of mutual funds to investors in Canada.
29
| Extinct | Investment Managers | 29 |
AIC Diversified Canada Split Corp.
6
| Extinct | Investment Trusts/Mutual Funds | 6 |
Manulife Mutual Funds, Inc.
Manulife Mutual Funds, Inc. Investment ManagersFinance Manulife Mutual Funds provides investment advice. The company is headquartered in Mississauga, Canada.
5
| Subsidiary | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jonathan M. Wellum
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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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 Analyst-Equity | |
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
TRAVERSE ENERGY LTD. | Oil & Gas Production | Director/Board Member | |
CANELSON DRILLING INC. | Contract Drilling | Director/Board Member | |
Sarbit Advisory Services, Inc.
Sarbit Advisory Services, Inc. Investment ManagersFinance Sarbit Advisory Services, Inc. (SASI) is an independent investment adviser headquartered in Winnipeg, Manitoba and was founded by Lawrence Allan Sarbit. SASI provides investment advice and portfolio management services to individuals and institutional investors. | Investment Managers | Chief Executive Officer President | |
Portland Caribbean Fund II
Portland Caribbean Fund II Investment ManagersFinance Portland Caribbean Fund II LP invests in companies located across the globe with maximum revenues of USD 100 million and EBITDA of USD 10 million. The fund targets companies operating in the fields of financial services, telecommunications, energy and renewable energy, agribusiness, consumer/retail,health care, and property development. It provides financing for buyout and later stage capital requirements in the form of equity, quasi-equity or structured loans with an investment size of USD 15 million. It makes follow-on investment and takes controlling or minority position also makes co-investments. | Investment Managers | Corporate Officer/Principal | |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Head-Equity Investments Corporate Officer/Principal | |
Manitou Investment Management Ltd.
Manitou Investment Management Ltd. Investment ManagersFinance Manitou Investment Management Ltd. (Manitou) is an independent, primarily employee-owned discretionary investment manager headquartered in Toronto, Canada. The firm was founded by Robert Matthews and Stephen Scotchmer in 1998. Manitou Investment Management Ltd. Manitou offers discretionary and non-discretionary investment management services to individuals, families, foundations and institutions through separately managed accounts. | Investment Managers | Director of Research - Equity Analyst-Equity | |
National Bank Financial, Inc. (Broker)
National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., 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-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity | |
GUARDIAN HOLDINGS LIMITED | Miscellaneous | Chairman | |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Borden Ladner Gervais LLP
Borden Ladner Gervais LLP Miscellaneous Commercial ServicesCommercial Services Borden Ladner Gervais LLP provides legal services. It offers services in the areas of business law, litigation, and intellectual property. The company has offices in Calgary, Montreal, Ottawa, Toronto, Vancouver and Waterloo Regions. The company was founded in 2001 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Desjardins Securities, Inc.
Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Analyst-Equity | |
Osler, Hoskin & Harcourt LLP
Osler, Hoskin & Harcourt LLP Miscellaneous Commercial ServicesCommercial Services Osler, Hoskin & Harcourt LLP provides legal services. It offers services in the areas of business law, commercial property, communications and media, trade, construction & infrastructure, corporate finance, and intellectual property. The company was founded in 1862 and is headquartered in Toronto, ON. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
National Commercial Bank Jamaica Ltd.
National Commercial Bank Jamaica Ltd. Major BanksFinance National Commercial Bank Jamaica Ltd. engages in the provision of commercial banking and financial services. It operates its business through following segments: Retail and Small and Medium-Sized Enterprises (SMEs); Payment Services; Corporate Banking; Treasury and Correspondent Banking; Wealth, Asset Management, and Investment Banking; Life Insurance and Pension Fund Management; General Insurance; and Other. The Retail and SMEs segment incorporates the provision of banking services to individual and small and medium business clients, and money remittance services. The Payment Services segment focuses on the provision of card related services. The Corporate Banking segment deals with the provision of banking services to large corporate clients. The Treasury and Correspondent Banking segment includes the company's liquidity and investment management function, management of correspondent bank relationships, and relationships with other financial institutions as well as foreign currency dealing activities. The Wealth, Asset Management, and Investment Banking segment engages in the provision of stock brokerage, securities trading, investment management, and other financial services. The Life Insurance and Pension Fund Management segment incorporates life insurance, pension, and investment management services. The General Insurance segment focuses on the provision of property and casualty insurance services. The Other segment deals with the brokerage services, trustee services, and registrar and transfer agent services. The company was founded in 1837 and is headquartered in Kingston, Jamaica. | Major Banks | President Chairman Director/Board Member | |
McGill University | College/University | Masters Business Admin Undergraduate Degree | |
York University | College/University | Graduate Degree Masters Business Admin | |
Brock University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Alberta | College/University | Graduate Degree | |
University of Toronto | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
McMaster University | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
University of Manitoba | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
CUMIS Life Insurance Co.
CUMIS Life Insurance Co. Life/Health InsuranceFinance Cumis Life Insurance Company offers group credit life and disability insurance services as well as insurance programs for Canadian credit unions. The company was founded in 1977 and is headquartered in Burlington, Canada | Life/Health Insurance | Corporate Officer/Principal | |
University of Calgary | College/University | Undergraduate Degree | |
Chartered Professional Accountants of Ontario
Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Investors Group, Inc.
Investors Group, Inc. Investment ManagersFinance Founded in 1926, Investors Group, Inc. is an investment advisor headquartered in Winnipeg, Manitoba, Canada. The firm is a subsidiary of IGM Financial, Inc. (Toronto: IGM.TO), one of Canada’s premier personal financial services companies and one of the country's largest managers and distributors of mutual funds and other managed asset products. Their ultimate parent is Power Corp. of Canada (TSX: POW), a diversified management and holding company that has interests, directly or indirectly, in companies in the financial services sector in Canada, the United States and Europe. Investors Group provides financial solutions to Canadians through a network of consultants located throughout Canada. They offer a range of insurance, securities, mortgage and banking services. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Alberta Securities Commission
Alberta Securities Commission Investment Banks/BrokersFinance The Alberta Securities Commission provides securities and investment services. The private company is based in Calgary, Canada. Stan Magidson has been the CEO of the Canadian company since 2002. | Investment Banks/Brokers | General Counsel | |
Midsun Holdings Ltd. | President | ||
Portland Private Equity LP (Barbados)
Portland Private Equity LP (Barbados) Investment ManagersFinance Portland Private Equity LP (Portland Private Equity) is a private equity firm founded in 2007. The firm is headquartered in Saint Michael, Barbados. | Investment Managers | Private Equity Investor | |
Amicus Holdings, Inc. (Utah)
Amicus Holdings, Inc. (Utah) MiscellaneousMiscellaneous Part of Canadian Imperial Bank of Commerce, Amicus Holdings, Inc. is a holding company. The company is based in Orem, UT. | Miscellaneous | Corporate Officer/Principal | |
The Canadian Council for the Americas
The Canadian Council for the Americas Miscellaneous Commercial ServicesCommercial Services The Canadian Council for the Americas operates as a non-profit organization. It serves as a networking and information vehicle to stimulate the expansion of Canadian commercial interests in the markets of the countries of the region. The company was founded in 1987 and is headquartered in West Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Portland Investment Counsel, Inc.
Portland Investment Counsel, Inc. Investment ManagersFinance Portland Investment Counsel, Inc. is an SEC-registered investment advisor located in Mississauga, Ontario with an additional office in Burlington, Ontario. The firm manages the AIC Advantage Fund, the AIC Diversified Canada Fund, the AIC Canadian Focused Fund, the AIC Diversified Canada Corporate Class, the AIC Canadian Focused Corporate Class, the AIC Global Financial Split Corp., the AIC Preferred Income Fund, the AIC Advantage Fund II, the AIC Advantage II Corporate Class, the AIC Global Advantage Corporate Class, the AIC American Advantage Fund, the AIC Global Advantage Fund and the AIC Global Wealth Management Fund. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Analyst-Equity Chief Investment Officer Portfolio Manager-Equities Analyst-Equity | |
Chukka Caribbean Adventures
Chukka Caribbean Adventures Other Consumer ServicesConsumer Services Chukka Caribbean Adventures is the largest nature-adventure tour operator in the Caribbean. The private company is based in Montego Bay, Jamaica. The Jamaican company offers various guided tours and activities that promote exploration and adventure. Alexander Melville has been the CEO of the company since 1994. | Other Consumer Services | Director/Board Member | |
S&S Nominees Ltd.
S&S Nominees Ltd. Regional BanksFinance S & S Nominees Ltd. is a Trinidadian company that acts as a nominee, trust, and depository. | Regional Banks | Director/Board Member | |
Manulife Investment Management Ltd.
Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Equities | |
Harvard Business School | College/University | Undergraduate Degree | |
Clarien Bank Ltd. | Investment Managers | Private Equity Investor | |
AIC Caribbean Fund | Corporate Officer/Principal | ||
Clarien Investments Ltd.
Clarien Investments Ltd. Other Consumer ServicesConsumer Services Clarien Investments Ltd. operates recreational vehicle parks, trailer parks, and camping grounds. | Other Consumer Services | Director/Board Member | |
NCB FINANCIAL GROUP LIMITED | Major Banks | Chief Executive Officer Director/Board Member | |
Diverze Assets, Inc.
Diverze Assets, Inc. Financial ConglomeratesFinance Diverze Assets, Inc. is a Jamaican investment company with a strong asset base and three diverse income streams. Diverze Assets is based in Kingston, JM. The company has a proven track record of growing businesses and is led by a strong management team. Alexander Melville has been the CEO of the company since 2015. | Financial Conglomerates | Director/Board Member | |
Clarien Group Ltd.
Clarien Group Ltd. Regional BanksFinance Clarien Group Ltd. operates as a financial institution. The company was founded by Keith Stock and is headquartered in Bermuda. | Regional Banks | Director/Board Member |
Statistik
International
Kanada | 34 |
Vereinigte Staaten | 6 |
Jamaika | 6 |
Barbados | 3 |
Trinidad and Tobago | 3 |
Sektoral
Finance | 26 |
Consumer Services | 13 |
Commercial Services | 6 |
Miscellaneous | 5 |
Energy Minerals | 2 |
Operativ
Portfolio Manager-Equities | 41 |
Analyst-Equity | 38 |
Corporate Officer/Principal | 30 |
Director/Board Member | 27 |
Undergraduate Degree | 26 |
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