Edward Kar-Wing Lui
Consultant / Advisor chez Fidelity Investments Canada ULC
Provenance du réseau au premier degré de Edward Kar-Wing Lui
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Windsor
39
| College/University | Other Consumer Services | 39 |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program.
36
| Subsidiary | Investment Managers | 36 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Edward Kar-Wing Lui via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities | |
| ADVENT SOFTWARE, INC. | Information Technology Services | Corporate Officer/Principal | |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Cabrera Capital Markets LLC
 Cabrera Capital Markets LLC Investment Banks/BrokersFinance Founded in 2001, Cabrera Capital Markets LLC is a broker/dealer headquartered in Chicago. The firm is a subsidiary of RCF-Cabrera Holdings, Inc. They provide a full array of trading and execution services for their clients. Cabrera Capital Markets does not provide any internal research. They firm executes transactions in both listed and OTC stocks on behalf of their institutional clients. Their global execution team covers a wide range of investment products around the world. Cabrera Capital Markets is a member of the NASD, MSRB, CHX and SIPC. | Investment Banks/Brokers | Trading-Fixed Income | |
| ALTER NRG CORP. | Electric Utilities | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
TD Securities, Inc.
 TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Investment Banks/Brokers | Market Strategist Analyst-Equity | |
Clarus Securities, Inc.
 Clarus Securities, Inc. Investment Banks/BrokersFinance Clarus Securities, Inc. is a broker/dealer located in Toronto, Ontario. Their research team covers a wide range of sectors and companies. The theme to all their efforts is the drive to find good investment ideas among the small- to medium-sized issuers in Canada. Clarus Securities' research focuses on growth opportunities in both traditional equities and the business trust sector. They cover a variety of sectors including: alternative energy, clean tech/power infrastructure, energy services, geothermal energy, industrial products, mining, oil and gas, solar energy, special situations and technology. | Investment Banks/Brokers | Analyst-Equity | |
Paradigm Capital, Inc.
 Paradigm Capital, Inc. Investment Banks/BrokersFinance Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
McCarthy Tétrault LLP ( Canada)
 McCarthy Tétrault LLP ( Canada) Miscellaneous Commercial ServicesCommercial Services McCarthy Tetrault LLP provides legal services. Its services include integrated business law, litigation services, taxation, real property, and labour and employment law. The company was founded in 1855 and is headquartered in Montreal, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
JCIC Asset management, Inc.
 JCIC Asset management, Inc. Investment ManagersFinance JCIC Asset Management, Inc. (JCIC) is a Canadian boutique investment management firm headquartered in Toronto, Ontario. The firm was founded in 1993 as Jones Collombin Investment Counsel, Inc. JCIC provides investment management to individual families, trust, foundations and companies. | Investment Managers | Portfolio Manager-Equities | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| York University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
BMO Financial Group, Inc.
 BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Raymond James Investment Counsel Ltd.
 Raymond James Investment Counsel Ltd. Investment ManagersFinance Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations. | Investment Managers | Portfolio Manager-Equities | |
| Queen's University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Tulane University (Louisiana) | College/University | Graduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| University of Toronto | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| McMaster University | College/University | Undergraduate Degree | |
| INSEAD | College/University | Masters Business Admin Masters Business Admin | |
| Villanova University | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree | |
Maxim Group LLC
 Maxim Group LLC Investment Banks/BrokersFinance Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca. | Investment Banks/Brokers | Trading-Fixed Income | |
GlobeInvest Capital Management, Inc.
 GlobeInvest Capital Management, Inc. Investment ManagersFinance GlobeInvest Capital Management, Inc. (GlobeInvest) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 1988 by Peter Brieger and is a subsidiary of Graydon Elliott Capital Partners Ltd., an Abbotsford, British Columbia-based wealth management firm. GlobeInvest offers segregated portfolios to their individual clients. | Investment Managers | Consultant / Advisor | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Chief Investment Officer Analyst-Equity Analyst-Equity Head-Equity Investments Portfolio Manager-Equities Corporate Officer/Principal | |
Ontario Bar Association
 Ontario Bar Association Miscellaneous Commercial ServicesCommercial Services Ontario Bar Association operates as the voice of Canada’s legal profession. The firm represents lawyers, judges, notaries, law teachers and law students from across the province. It specializes in advocacy, practice area sanctions, professional development programs, and law reform and law amendment. The company was founded in 1896 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
AERIC, Inc.
 AERIC, Inc. Investment ManagersFinance AERIC, Inc., dba The Conference Board of Canada, is an independent, not-for-profit applied research organization headquartered in Ottawa, Saskatchewan. The Board helps build leadership capacity for a better Canada by creating and sharing insights on economic trends, public policy issues, and organizational performance. They forge relationships and deliver knowledge through their learning events, networks, research products, and customized information services. Their members include a broad range of Canadian organizations from the public and private sectors. The Conference Board of Canada was formed in 1954, and is affiliated with The Conference Board, Inc. that serves some 3,000 companies in 67 nations. | Investment Managers | Economist Analyst-Equity | |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Investment Managers | Corporate Officer/Principal | |
Tenaris Coiled Tubes LLC
 Tenaris Coiled Tubes LLC SteelNon-Energy Minerals Tenaris Coiled Tubes LLC manufactures coiled steel tube and pipes products. The company is headquartered in Houston, TX. | Steel | Corporate Officer/Principal | |
| CYBIN INC. | Pharmaceuticals: Major | Founder General Counsel | |
Growpacker, Inc.
 Growpacker, Inc. Pharmaceuticals: OtherHealth Technology Growpacker, Inc. manufactures THC and CBD-infused edibles and beverages in the Unites States. It offers both carbonated and non-carbonated beverages, dry goods, packaged flower and pre-rolls, and health and wellness products. The company was founded by Stephen Boyd and is headquartered in Toronto, Canada. | Pharmaceuticals: Other | Founder General Counsel | |
MUNDOmedia Ltd.
 MUNDOmedia Ltd. Advertising/Marketing ServicesCommercial Services MUNDOmedia Ltd. offers online media content and research services. It also offers MUNDOTrack, an in-house proprietary data platform that provides audience data segments and granular targeting capabilities to deliver real-time analytical insights. The company was founded by Jason Theofilos in 2009 and is headquartered in Richmond Hill, Canada. | Advertising/Marketing Services | General Counsel General Counsel | |
| TOCVAN VENTURES CORP. | Precious Metals | Chief Operating Officer | |
A. K. Koh Group Bhd.
 A. K. Koh Group Bhd. Food: Specialty/CandyConsumer Non-Durables A. K. Koh Group Bhd. operates as an investment holding company. The company together with its subsidiaries, engages in the marketing and distribution of processed food and beverage product. It operates through five product segments: Overall Processed Food & Beverage, Coffee & Tea, Sauces & Condiments, Spices & Curry Powder, and Meehoon, Noodles & Other Related Products. Its history roots back to 1987 when its subsidiary A. K. Koh Enterprise Sdn Bhd was formed. The company was founded on November 8, 2012 and is headquartered in Senai, Malaysia. | Food: Specialty/Candy | Director/Board Member |
Statistiques
Internationale
| Canada | 32 |
| Etats-Unis | 17 |
| France | 2 |
| Malaisie | 2 |
Sectorielle
| Finance | 25 |
| Consumer Services | 14 |
| Non-Energy Minerals | 4 |
| Commercial Services | 4 |
| Health Technology | 3 |
Opérationnelle
| Corporate Officer/Principal | 102 |
| Director/Board Member | 85 |
| Undergraduate Degree | 73 |
| Portfolio Manager-Equities | 61 |
| Analyst-Equity | 51 |
Relations les plus connectées
| Insiders | |
|---|---|
| Bob Reynolds | 38 |
| Eric So | 22 |
| Vhe Kai Lim | 14 |
| Bob Haber | 14 |
| Nataliya Hearn | 13 |
| Mark Shulgan | 11 |
| Robert J. Bogart | 11 |
| Darren Gilbert Lekkerkerker | 9 |
| Chris Blumas | 9 |
| Reetu Kumra | 9 |
| Sze Chun Lui | 8 |
| Phillip Shaer | 8 |
| Doug Brown | 8 |
| Jacob Willoughby | 8 |
| Siu Fung Lui | 8 |
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