Profil
Prior to joining Manulife Mutual Funds in September 2009, Mr. Wellum was previously employed as Chief Executive Officer by AIC Ltd., Accountant by CUMIS Life Insurance Co., Accountant by Deloitte & Touche Corporate Finance Canada, Inc., and Chief Executive Officer by Copernican International Financial Split Corp.
He also served on the board at AIC Diversified Canada Split Corp.
Mr. Wellum manages the AIC American Advantage Fund, AIC Diversified Canada Fund, AIC Value Fund, AIC American Advantage Corporate Class, AIC Diversified Canada Corporate Class, AIC Value Corporate Class, AIC Canadian Equity Fund, AIC Global Financial Split Corp, AIC Global Banks Premium Income Trust, AIC International Financial Income & Growth Trust, Copernican World Banks Income & Growth Trust, Copernican World Banks Split Inc., Copernican World Financial Infrastructure Trust, Copernican International Financial Split Corp, and AIC Preferred Income Fund.
Mr. Wellum holds a Bachelor of Commerce and a Master of Business Administration degree from McMaster University, and a Bachelor of Science degree from the University of Waterloo.
He completed his formal education with a Master of Arts degree in Theology from Trinity Seminary.
He also holds the designation of Chartered Financial Analyst (CFA).
Anciens postes connus de Jonathan M. Wellum
| Sociétés | Poste | Fin |
|---|---|---|
Manulife Mutual Funds, Inc.
 Manulife Mutual Funds, Inc. Investment ManagersFinance Manulife Mutual Funds provides investment advice. The company is headquartered in Mississauga, Canada. | Corporate Officer/Principal | 31/12/2009 |
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. | President | 24/09/2009 |
| AIC Diversified Canada Split Corp. | Directeur/Membre du Conseil | 09/06/2009 |
Copernican International Financial Split Corp.
 Copernican International Financial Split Corp. Investment Trusts/Mutual FundsMiscellaneous Copernican International Financial Split Corp. operates as a mutual fund corporation that invests in retail bank, life insurance and investment management financial services companies based outside North America. The company's investment objective is to provide holders of Preferred Shares with fixed cumulative preferential quarterly cash distributions. The company was founded on January 24th, 2007 and is headquartered in Burlington, Canada. | President | - |
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 | Comptroller/Controller/Auditor | - |
Formation de Jonathan M. Wellum
| McMaster University | Masters Business Admin |
| The University of Waterloo | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
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. | Finance |
Deloitte Corporate Finance, Inc.
 Deloitte Corporate Finance, Inc. Miscellaneous Commercial ServicesCommercial Services Deloitte Corporate Finance, Inc. provides financial, accounting, tax, and other business services. The company also offers audit, financial advisory, and consulting services through locations across the country. It is located in Toronto, Canada. | Commercial Services |
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 | Finance |
| AIC Diversified Canada Split Corp. | Miscellaneous |
Copernican International Financial Split Corp.
Copernican International Financial Split Corp. Investment Trusts/Mutual FundsMiscellaneous Copernican International Financial Split Corp. operates as a mutual fund corporation that invests in retail bank, life insurance and investment management financial services companies based outside North America. The company's investment objective is to provide holders of Preferred Shares with fixed cumulative preferential quarterly cash distributions. The company was founded on January 24th, 2007 and is headquartered in Burlington, Canada. | Miscellaneous |
Manulife Mutual Funds, Inc.
Manulife Mutual Funds, Inc. Investment ManagersFinance Manulife Mutual Funds provides investment advice. The company is headquartered in Mississauga, Canada. | Finance |
