Entité | Type d'entité | Industrie | |
---|---|---|---|
CWB Wealth Partners Ltd.
![]() CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations.
12
| Subsidiary | Investment Managers | 12 |
Relation dans plusieurs entreprises
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
University of Calgary | College/University | Undergraduate Degree Undergraduate Degree | |
University of Alberta | College/University | Undergraduate Degree | |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Portfolio Manager-Equities | |
University of New Brunswick | College/University | Masters Business Admin | |
Iowa One Call
![]() Iowa One Call Engineering & ConstructionIndustrial Services Iowa One Call provides excavating and digging services. The company was founded in 1980 and is headquartered in Des Miones, IA. | Engineering & Construction | Director/Board Member | |
AGF Investments, Inc.
![]() AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSX: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Investment Managers | Corporate Officer/Principal | |
THE BANK OF NOVA SCOTIA | Major Banks | Corporate Officer/Principal | |
The Open University of Israel | College/University | Undergraduate Degree | |
Excellence Nessuah Brokerage Services Ltd.
![]() Excellence Nessuah Brokerage Services Ltd. Investment Banks/BrokersFinance Excellence Nessuah Brokerage Services Ltd. provides brokerage services. The private company is based in Ramat Gan, Israel. The CEO of the Israeli company is Eran Fuchs. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Derby | College/University | Masters Business Admin | |
Putnam Investment Management LLC
![]() Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity | |
Leith Wheeler Investment Counsel Ltd.
![]() Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
SunAmerica Asset Management LLC
![]() SunAmerica Asset Management LLC Investment ManagersFinance SunAmerica Asset Management LLC (SAAMCo) is a SEC-registered investment advisor and mutual fund manager headquartered in Jersey City, New Jersey. The firm was founded in 1982 and is a wholly-owned subsidiary of American General Life Insurance Co., ultimately owned by Corebridge Financial, Inc. (NYSE: CRBG). SAAMCo offers investment management and advisory services to open-ended US registered investment companies and to offshore, wholly owned subsidiaries of a certain registered fund. They also offer model portfolios in connection with wrap programs known as unified managed account (UMA) wrap programs. | Investment Managers | Portfolio Manager-Equities | |
Open To Grow
![]() Open To Grow Services to the Health IndustryHealth Services Open To Grow provides microcredit to low-income people. The company was founded by Bob Brown and is headquartered in Calgary, Canada. | Services to the Health Industry | Director of Finance/CFO | |
Royal Trust Corp. of Canada
![]() Royal Trust Corp. of Canada Investment ManagersFinance Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide. | Investment Managers | Portfolio Manager-Equities | |
Merrill Lynch Canada, Inc.
![]() Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Moss Lawson Holdings Ltd
![]() Moss Lawson Holdings Ltd Investment Trusts/Mutual FundsMiscellaneous Part of HSBC Holdings Plc, Moss Lawson Holdings Ltd is a Canadian company that provides investment management services. The company is located in Canada. Moss Lawson Holdings was acquired by HSBC Holdings Plc on July 06, 1998. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Indira Gandhi National Open University | College/University | Undergraduate Degree |
Internationale
Canada | 14 |
Etats-Unis | 9 |
Israël | 4 |
Inde | 2 |
Sectorielle
Finance | 16 |
Consumer Services | 8 |
Industrial Services | 2 |
Technology Services | 2 |
Health Services | 2 |
Opérationnelle
Portfolio Manager-Equities | 11 |
Corporate Officer/Principal | 11 |
Undergraduate Degree | 6 |
Analyst-Equity | 5 |
Director/Board Member | 3 |