John Zondo
Gestionnaire de Portefeuille-Actions chez Rae & Lipskie Investment Counsel, Inc.
Provenance du réseau au premier degré de John Zondo
Entité | Type d'entité | Industrie | |
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Rae & Lipskie Investment Counsel, Inc.
Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds.
6
| Subsidiary | Investment Managers | 6 |
Marret Asset Management, Inc.
Marret Asset Management, Inc. Investment ManagersFinance Marret Asset Management, Inc. (Marret) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 2001 by Barry Stewart and became a 65% owned subsidiary of CI Financial Corp. (TSE: CIX) in 2013. Marret offers private investors and institutions with a full spectrum of corporate credit investing strategies that covers investment grade, high yield, short-term cash alternatives, and opportunistic fixed income strategies for both core and alternative allocations.
3
| Subsidiary | Investment Managers | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à John Zondo via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Marret High Yield Strategies Fund
Marret High Yield Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Marret High Yield Strategies Fund operates as a closed-end investment fund. The company was founded on May 28, 2009 and is headquartered in Toronto, Canada. | Investment Trusts/Mutual Funds | Chairman | |
CI Investment Grade Bond Fund
CI Investment Grade Bond Fund Investment Trusts/Mutual FundsMiscellaneous Marret Investment Grade Bond Fund is a closed-end investment fund. Its investment objective is to provide unit holders with attractive monthly tax advantaged cash distributions and to maximize total returns consisting primarily of tax-advantaged distributions, while reducing risk and preserving capital. The company was founded on September 29, 2009 and is headquartered in Toronto, Canada. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
MARRET MULTI-STGY UN | Investment Trusts/Mutual Funds | Chief Executive Officer | |
National Bank Financial, Inc. (Broker)
National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., 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-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity | |
University of British Columbia | College/University | Undergraduate Degree | |
University of Toronto | College/University | Doctorate Degree | |
The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
University of Arizona | College/University | Masters Business Admin | |
University of Montréal | College/University | Graduate Degree | |
University of Sherbrooke | College/University | Undergraduate Degree | |
Wilfrid Laurier University | College/University | Undergraduate Degree | |
HEC Montréal | College/University | Corporate Officer/Principal | |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
MOUNT LOGAN CAPITAL INC. | Investment Managers | Chief Executive Officer | |
DMAT Capital Management, Inc.
DMAT Capital Management, Inc. Investment ManagersFinance DMAT Capital Management, Inc. provides investment advice. The private company is based in Toronto, Canada. and has subsidiaries in Canada. The Canadian company was founded in 2019 by Barry Stewart Allan. | Investment Managers | Founder |
Statistiques
Internationale
Canada | 17 |
Etats-Unis | 3 |
Sectorielle
Consumer Services | 9 |
Finance | 8 |
Miscellaneous | 4 |
Non-Energy Minerals | 2 |
Opérationnelle
Portfolio Manager-Equities | 7 |
Chief Executive Officer | 6 |
President | 6 |
Corporate Officer/Principal | 6 |
Undergraduate Degree | 6 |
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