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Profil
Bruce Kagan formerly worked at CI Investments, Inc., as Chief Executive Officer, Blackmont Capital Securities, as Chief Executive Officer from 2007 to 2009, Blackmont Capital, Inc., as Chief Executive Officer from 2007 to 2010, Macquarie Private Wealth, Inc., as Chief Executive Officer, CI Capital Markets, Inc., as Chief Executive Officer, Merrill Lynch Canada, Inc., as Principal, DWM Securities, Inc., as Principal, CIBC Wood Gundy Securities Corp., as Principal, and Onex Canada Asset Management, Inc., as Vice President-Risk Management & Client Service in 2015.
Mr. Kagan received his undergraduate degree from Queen's University.
Anciens postes connus de Bruce Kagan
| Sociétés | Poste | Fin |
|---|---|---|
| GLUSKIN SHEFF + ASSOCIATES INC | Corporate Officer/Principal | 01/04/2023 |
Macquarie Private Wealth, Inc.
 Macquarie Private Wealth, Inc. Investment ManagersFinance Macquarie Private Wealth tends to focus on investments in the metals and mining, energy, technology, life sciences, real estate, consumer and industrial growth sectors. | Corporate Officer/Principal | - |
Blackmont Capital, Inc.
 Blackmont Capital, Inc. Investment ManagersFinance Blackmont Capital provides services to individual and institutional investors. For individuals, the firm's products and services include: (1) equity and preferred share instruments from all major North American exchanges (2) Canadian and US fixed-income and money market instruments (3) open and closed-end mutual funds including disciplined leadership funds (4) investment pools and structured products (5) life, disability and critical illness insurance (6) segregated funds (7) term certain and life annuities (8) RESPs (9) RRIFs (10) public venture capital early-stage business financing (11) the IMA Platform, discretionary portfolio management service (12) the Liberty Platform, a fee-based account management service and (13) Blackmont Research. Blackmont Capital's fixed-income desk offers clients access to a full spectrum of fixed-income products including money market instruments and government, corporate and agency bonds. The firm's Integrated Managed Account (IMA) Platform is a proprietary system that is used to construct and administer investment portfolios across all product lines. Through this platform, client portfolios can integrate discretionary, third-party money management functions with more traditional, non-discretionary investment advisor activities. The open-architecture platform supports separately managed accounts, investment pools, mutual funds, ETFs, as well as individual money market, fixed-income and equity securities. Blackmont Capital provides a full range of private ventures financing options for companies and entrepreneurs at several stages of development. Blackmont Capital's Capital Markets division serves corporate and institutional investors throughout Canada. They provide research, institutional sales and equity trading and investment banking services. | President | 10/02/2010 |
Blackmont Capital Securities
 Blackmont Capital Securities Investment Banks/BrokersFinance Provides brokerage services | President | 31/12/2009 |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Bruce Kagan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
68
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
Blackmont Capital Securities
Blackmont Capital Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Blackmont Capital, Inc.
Blackmont Capital, Inc. Investment ManagersFinance Blackmont Capital provides services to individual and institutional investors. For individuals, the firm's products and services include: (1) equity and preferred share instruments from all major North American exchanges (2) Canadian and US fixed-income and money market instruments (3) open and closed-end mutual funds including disciplined leadership funds (4) investment pools and structured products (5) life, disability and critical illness insurance (6) segregated funds (7) term certain and life annuities (8) RESPs (9) RRIFs (10) public venture capital early-stage business financing (11) the IMA Platform, discretionary portfolio management service (12) the Liberty Platform, a fee-based account management service and (13) Blackmont Research. Blackmont Capital's fixed-income desk offers clients access to a full spectrum of fixed-income products including money market instruments and government, corporate and agency bonds. The firm's Integrated Managed Account (IMA) Platform is a proprietary system that is used to construct and administer investment portfolios across all product lines. Through this platform, client portfolios can integrate discretionary, third-party money management functions with more traditional, non-discretionary investment advisor activities. The open-architecture platform supports separately managed accounts, investment pools, mutual funds, ETFs, as well as individual money market, fixed-income and equity securities. Blackmont Capital provides a full range of private ventures financing options for companies and entrepreneurs at several stages of development. Blackmont Capital's Capital Markets division serves corporate and institutional investors throughout Canada. They provide research, institutional sales and equity trading and investment banking services. | Finance |
DWM Securities, Inc.
 DWM Securities, Inc. Investment ManagersFinance Engages in wealth management and financial advisory services | Finance |
CIBC Wood Gundy Securities Corp.
 CIBC Wood Gundy Securities Corp. Major BanksFinance Commercial bank | Finance |
Queen's University
 Queen's 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 |
Macquarie Private Wealth, Inc.
Macquarie Private Wealth, Inc. Investment ManagersFinance Macquarie Private Wealth tends to focus on investments in the metals and mining, energy, technology, life sciences, real estate, consumer and industrial growth sectors. | Finance |
CI Capital Markets, Inc.
 CI Capital Markets, Inc. Investment ManagersFinance Provides brokerage services | Finance |
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