Profil
Mr. Daniel Lavoie is a Chief Compliance Officer & Portfolio Manager at Walter Public Investments, Inc. and at Walter Financial, Inc. Mr. Lavoie joined Walter Group in January 2021.
Mr. Lavoie brings extensive investment experience of over 17 years in various roles, ranging from financial analyst to portfolio manager in multiple sectors.
Mr. Lavoie was previously employed as a Vice President by State Street Global Advisors Ltd.
(Canada), a Portfolio Manager by Montrusco Bolton Investments, Inc., a Special Situations Analyst by CTI Capital Securities, Inc., an Assistant Portfolio Manager by Fiera Capital Corp.
(Investment Management), an Equity Analyst by GE Asset Management Canada Co., and a Special Situations Analyst by Industrial Alliance Securities, Inc. (Broker).
He holds a bachelor’s degree in business administration (finance specialization) from Université de Sherbrooke.
Postes actifs de Daniel Lavoie
| Sociétés | Poste | Début |
|---|---|---|
Walter Financial, Inc.
 Walter Financial, Inc. Investment ManagersFinance Walter Financial, Inc. is a privately-held investment management firm headquartered in Westmount, Quebec, Canada. The firm manages the assets of individual and institutional clients. | Compliance Officer | 01/01/2021 |
Walter Public Investments, Inc.
 Walter Public Investments, Inc. Investment ManagersFinance Walter Public Investments, Inc. (WPI) is an independent Canadian investment advisory firm headquartered in Westmount, Québec. WPI offers its global equity strategy to external investors. | Compliance Officer | 01/01/2021 |
Anciens postes connus de Daniel Lavoie
| Sociétés | Poste | Fin |
|---|---|---|
State Street Global Advisors Ltd. (Canada)
 State Street Global Advisors Ltd. (Canada) Investment ManagersFinance State Street Global Advisors Ltd. (SSgA) is a Canadian mutual fund manager headquartered in Montreal, Quebec with an additional office in Toronto, Ontario. The firm was founded in 1991 and is a subsidiary of State Street Global Advisors International Holdings, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA provides asset allocation models on a non-discretionary basis to investment advisers and other financial institutions. They also provide investment advice to pensions and profit-sharing plans. | Analyst-Equity | 01/01/2021 |
GE Asset Management Canada Co.
 GE Asset Management Canada Co. Investment ManagersFinance Founded in 2000, GE Asset Management Canada Co. is a registered investment advisor headquartered in Mississauga, Ontario. The firm is a subsidiary of GE Asset Management, Inc. and their ultimate parent is General Electric Company (NYSE: GE). They provide fully-discretionary investment management services to institutional investors. | Analyst-Equity | 01/07/2016 |
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia. | Gestionnaire de Portefeuille-Actions | - |
CTI Capital Securities, Inc.
 CTI Capital Securities, Inc. Investment Banks/BrokersFinance CTI Capital Securities, Inc. (CTI) is the brokerage subsidiary of CTI Capital Groupe, Inc. The firm is headquartered in Montréal and was founded in 1987. CTI provides brokerage services in the fixed-income, money market and stock markets. Their fixed-income research seeks to identify the optimal strategy for the term, duration and tactical opportunities between different sectors of the market. Their equity research focuses on continuous global monitoring of the Canadian stock market. | Analyst-Equity | - |
IA Private Wealth, Inc. (Broker)
 IA Private Wealth, Inc. (Broker) Investment Banks/BrokersFinance IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions. | Analyst-Equity | - |
Formation de Daniel Lavoie
| University of Sherbrooke | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Montrusco Bolton Investments, Inc.
 Montrusco Bolton Investments, Inc. Investment ManagersFinance Montrusco Bolton Investments, Inc. (Montrusco Bolton) is an independent asset management firm headquartered in Montreal, Canada. Founded in 1946, Montrusco Bolton provides investment management services to individuals, including high net-worth individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or other business entities and to several private investment funds. | Finance |
State Street Global Advisors Ltd. (Canada)
State Street Global Advisors Ltd. (Canada) Investment ManagersFinance State Street Global Advisors Ltd. (SSgA) is a Canadian mutual fund manager headquartered in Montreal, Quebec with an additional office in Toronto, Ontario. The firm was founded in 1991 and is a subsidiary of State Street Global Advisors International Holdings, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA provides asset allocation models on a non-discretionary basis to investment advisers and other financial institutions. They also provide investment advice to pensions and profit-sharing plans. | Finance |
GE Asset Management Canada Co.
GE Asset Management Canada Co. Investment ManagersFinance Founded in 2000, GE Asset Management Canada Co. is a registered investment advisor headquartered in Mississauga, Ontario. The firm is a subsidiary of GE Asset Management, Inc. and their ultimate parent is General Electric Company (NYSE: GE). They provide fully-discretionary investment management services to institutional investors. | Finance |
CTI Capital Securities, Inc.
CTI Capital Securities, Inc. Investment Banks/BrokersFinance CTI Capital Securities, Inc. (CTI) is the brokerage subsidiary of CTI Capital Groupe, Inc. The firm is headquartered in Montréal and was founded in 1987. CTI provides brokerage services in the fixed-income, money market and stock markets. Their fixed-income research seeks to identify the optimal strategy for the term, duration and tactical opportunities between different sectors of the market. Their equity research focuses on continuous global monitoring of the Canadian stock market. | Finance |
IA Private Wealth, Inc. (Broker)
IA Private Wealth, Inc. (Broker) Investment Banks/BrokersFinance IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions. | Finance |
Fiera Capital Corp. (Investment Management)
Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia. | Finance |
Walter Public Investments, Inc.
Walter Public Investments, Inc. Investment ManagersFinance Walter Public Investments, Inc. (WPI) is an independent Canadian investment advisory firm headquartered in Westmount, Québec. WPI offers its global equity strategy to external investors. | Finance |
Walter Financial, Inc.
Walter Financial, Inc. Investment ManagersFinance Walter Financial, Inc. is a privately-held investment management firm headquartered in Westmount, Quebec, Canada. The firm manages the assets of individual and institutional clients. | Finance |
