Bill Wolfenden
Directeur en chef des Investissements chez Doherty & Associates Ltd.
Postes actifs de Bill Wolfenden
Sociétés | Poste | Début | Fin |
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Doherty & Associates Ltd.
Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Directeur en chef des Investissements | 01/01/2001 | - |
Membre du Comité d'Investissement | 01/01/2001 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/2001 | - |
Historique de carrière de Bill Wolfenden
Anciens postes connus de Bill Wolfenden
Sociétés | Poste | Début | Fin |
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DWM Securities, Inc.
DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF. | Analyst-Equity | - | 30/06/2003 |
T.E. Financial Consultants Ltd.
T.E. Financial Consultants Ltd. Investment ManagersFinance T.E. Financial Consultants Ltd. provides financial advisory services. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | - | - |
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Directeur en chef des Investissements | 02/04/2009 | - |
Gestionnaire de Portefeuille-Actions | 02/04/2009 | - | |
Portfolio Manager-Fixed Income | 02/04/2009 | - |
Formation de Bill Wolfenden
McGill University | Masters Business Admin |
Statistiques
Internationale
Canada | 6 |
Opérationnelle
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Investment Committee Member | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
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Doherty & Associates Ltd.
Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Finance |
DWM Securities, Inc.
DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF. | Finance |
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Finance |
T.E. Financial Consultants Ltd.
T.E. Financial Consultants Ltd. Investment ManagersFinance T.E. Financial Consultants Ltd. provides financial advisory services. The company is headquartered in Toronto, Canada. | Finance |
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