![Paul Wheaton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Paul Wheaton
Portfolio Manager-Aktien bei
Mawer Investment Management Ltd.
Profil
Mr. Paul M.
Wheaton, CFA, is an Investment Counsellor at Mawer Investment Management Ltd. He specializes in helping families develop a balanced understanding of wealth, recognizing that true wealth extends far beyond financial assets.
His advisory work focuses on building communication and governance skills that enable families to stay connected and thrive across multiple generations.
He joined in 2014.
Mr. Wheaton was previously employed as a Vice President-Risk Management and Analyst by Onex Canada Asset Management, Inc.
He received his Bachelor of Business Administration (Honours) from Wilfrid Laurier University.
He has earned specialized certifications as a Family Enterprise Advisor and Heritage Design Professional.
Aktive Positionen von Paul Wheaton
| Unternehmen | Position | Beginn |
|---|---|---|
Mawer Investment Management Ltd.
 Mawer Investment Management Ltd. Investment ManagersFinance Mawer is a bottom-up, fundamental manager that aims to provide investors with above average, long-term, risk-adjusted returns. The firm seeks to identify excellent companies with sustainable competitive advantages, regardless of industry or economic conditions, and to invest in these companies when they are trading at a discount to their intrinsic value. They specialize in global and domestic equity, balanced, and fixed income strategies to meet a variety of investment needs. | Portfolio Manager-Aktien | 01.06.2014 |
Ehemalige bekannte Positionen von Paul Wheaton
| Unternehmen | Position | Ende |
|---|---|---|
| GLUSKIN SHEFF + ASSOCIATES INC | Corporate Officer/Principal | - |
ONEX Canada Asset Management, Inc. (Investment Management)
 ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance OCAM-IM seeks to preserve clients' capital, manage risk and deliver outstanding long-term investment returns through varying economic and market cycles. The firm focuses on generating strong absolute, rather than relative, investment returns. They employ bottom-up security selection based on fundamental analysis and in-depth research, coupled with their top-down macroeconomic view. | Analyst-Equity | - |
Ausbildung von Paul Wheaton
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
71
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Mawer Investment Management Ltd.
Mawer Investment Management Ltd. Investment ManagersFinance Mawer is a bottom-up, fundamental manager that aims to provide investors with above average, long-term, risk-adjusted returns. The firm seeks to identify excellent companies with sustainable competitive advantages, regardless of industry or economic conditions, and to invest in these companies when they are trading at a discount to their intrinsic value. They specialize in global and domestic equity, balanced, and fixed income strategies to meet a variety of investment needs. | Finance |
ONEX Canada Asset Management, Inc. (Investment Management)
ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance OCAM-IM seeks to preserve clients' capital, manage risk and deliver outstanding long-term investment returns through varying economic and market cycles. The firm focuses on generating strong absolute, rather than relative, investment returns. They employ bottom-up security selection based on fundamental analysis and in-depth research, coupled with their top-down macroeconomic view. | Finance |
Wilfrid Laurier University
 Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ONEX Canada Asset Management, Inc.
 ONEX Canada Asset Management, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
