Curtis Gillis
Directeur de la Recherche - Actions chez CI Investments, Inc.
Profil
Mr. Owen C.
Gillis, CFA MBA, is a Vice President, Portfolio Manager & Research Lead at CI Investments, Inc. He joined the investment industry in 1997 and is part of CI Global Asset Management’s Sector Equity team.
He is also the research sector lead for energy & utilities.
Prior to joining CI, Mr. Gillis worked as an Associate Portfolio Manager of resource portfolios for another Canadian investment company.
This follows stints in research with two asset management firms and experience as a Sell-side Oilfield Services Analyst at two brokerage firms.
He also has direct industry experience, working in the natural gas trading group of a U.S.
oil and gas company.
He holds a Bachelor of Business Administration (Honours) from Saint Francis Xavier University and a Master of Business Administration from Dalhousie University.
He also holds the Chartered Professional Accountant (CPA) and Chartered Financial Analyst (CFA) designations.
Postes actifs de Curtis Gillis
| Sociétés | Poste | Début |
|---|---|---|
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Directeur de la Recherche - Actions | 01/08/2016 |
Anciens postes connus de Curtis Gillis
| Sociétés | Poste | Fin |
|---|---|---|
Canaccord Adams
 Canaccord Adams Investment Banks/BrokersFinance Canaccord Adams is an independent financial services firm and broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary, Montreal, Toronto and Halifax. The firm's analysts search worldwide for emerging and small- to mid-cap growth opportunities, identifying value and exposing risk. The research team analyzes seven sectors, clarifying current events and anticipating market trends in high-quality daily, weekly and monthly research products. Canaccord Adams focuses on the following sectors: metals and mining, energy, technology, life sciences, real estate and gaming, consumer and industrial growth. The firm is a subsidiary of Canaccord Financial, Inc. | Analyst-Equity | 31/12/2005 |
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. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Analyst-Equity | - |
HSBC Securities (Canada), Inc.
 HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries. | Analyst-Equity | 01/01/2003 |
National Bank Financial, Inc.
 National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Analyst-Equity | 01/01/2003 |
Formation de Curtis Gillis
| St. Francis Xavier University | Undergraduate Degree |
| Dalhousie University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Canaccord Adams
Canaccord Adams Investment Banks/BrokersFinance Canaccord Adams is an independent financial services firm and broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary, Montreal, Toronto and Halifax. The firm's analysts search worldwide for emerging and small- to mid-cap growth opportunities, identifying value and exposing risk. The research team analyzes seven sectors, clarifying current events and anticipating market trends in high-quality daily, weekly and monthly research products. Canaccord Adams focuses on the following sectors: metals and mining, energy, technology, life sciences, real estate and gaming, consumer and industrial growth. The firm is a subsidiary of Canaccord Financial, Inc. | Finance |
National Bank Financial, Inc.
National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Finance |
HSBC Securities (Canada), Inc.
HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries. | Finance |
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. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Finance |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Finance |
