Terry James Wong
Gestionnaire de Portefeuille-Actions chez Cardinal Capital Management, Inc.
Provenance du réseau au premier degré de Terry James Wong
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Manitoba
84
| College/University | Other Consumer Services | 84 |
Cardinal Capital Management, Inc.
 Cardinal Capital Management, Inc. Investment ManagersFinance Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI).
27
| Private Company | Investment Managers | 27 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Terry James Wong via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| Queen's University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Leon Frazer & Associates, Inc.
 Leon Frazer & Associates, Inc. Investment ManagersFinance Established in 1939, Leon Frazer & Associates, Inc. is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of Jovian Capital Corp. and their ultimate parent is Industrial Alliance Insurance and Financial Services, Inc. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities President | |
| University of Western Ontario | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Emerging Information Systems, Inc.
 Emerging Information Systems, Inc. Packaged SoftwareTechnology Services Emerging Information Systems, Inc. and its wholly owned subsidiary Emerging Information Systems (USA) Inc. are collectively referred to as EISI. Industry-leading software, combined with incomparable service and unrivaled scale, makes EISI the technology partner of choice for more than 250,000 financial professionals. Industry-leading software A comprehensive product offering & enterprise platform EISI is the sole developer of NaviPlan and Profiles software. The firm's product experts can help you take an unbiased look at the two leading software suites on the market today. Ongoing research and development is a critical function of EISI. They are constantly assessing new and emerging financial services trends and the latest technology advances to address client needs. Incomparable service A solid, reliable business partner EISI's established processes and demonstrated ability to deliver and support tailored solutions have made the partner of choice for more than 250,000 financial professionals. Unrivaled scale An extraordinary body of knowledge EISI fosters an environment of continued learning and client collaboration by hosting events such as conferences, user groups, think tanks, and steering committees. Its experience in the North American financial services industry spans nearly two decades and covers every market segment, which is why key centers of influence regularly tap into EISI's collective expertise. | Packaged Software | Chief Executive Officer Chief Operating Officer Corporate Officer/Principal | |
I. G. Investment Management Ltd.
 I. G. Investment Management Ltd. Investment ManagersFinance I. G. Investment Management Ltd. (IGIM) is a Canadian mutual fund manager headquartered in Winnipeg, Manitoba. In 2017, IGM Financial Inc. (TSE: IGM) combined the investment management functions of Investors Group, Inc. and Mackenzie Investments to form a single global investment management organization. The firm is a subsidiary of Investors Group, Inc., ultimately held by Power Corp. of Canada (TSE: POW). IGIM offers a diverse group of mutual funds covering different industry sectors for individual and institutional investors. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
Peters & Co. Ltd.
 Peters & Co. Ltd. Investment Banks/BrokersFinance Founded in 1971, Peters & Co. Ltd. is an independent, fully integrated investment firm headquartered in Calgary, Ontario. The firm specializes in investments in the Canadian oil and natural gas and oilfield services industries. They provides investment services to institutional investors and private clients. Peters & Co. employs their own trading group and performs specialized and comprehensive investment research. They are an active underwriter for, and financial advisor to, companies active in the Canadian energy industry. Peters & Co. is a member of the CIPF. | Investment Banks/Brokers | Institutional Sales Corporate Officer/Principal Corporate Officer/Principal | |
Value Partners Investments, Inc.
 Value Partners Investments, Inc. Investment ManagersFinance Founded in 2005, Value Partners Investments, Inc. is a mutual fund manager located in Winnipeg, Manitoba, Canada. The firm is a subsidiary of Value Partners Group, Inc. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Brooks Barristers & Solicitors (Canada)
 Brooks Barristers & Solicitors (Canada) Miscellaneous Commercial ServicesCommercial Services Brooks Barristers & Solicitors is a legal services company based in Toronto, Canada. The Canadian company provides legal services. The CEO of the private company is Daniel F. Gallivan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Law Society of Alberta
 Law Society of Alberta Miscellaneous Commercial ServicesCommercial Services Law Society of Alberta regulates the legal profession in the public interest by promoting and enforcing a high standard of professional and ethical conduct by Alberta lawyers. The company was founded in 1907 and is headquartered in Calgary, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Portfolio Management Association of Canada
 Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | President Director/Board Member | |
The Canadian Bar Association
 The Canadian Bar Association Miscellaneous Commercial ServicesCommercial Services The Canadian Bar Association operates as a professional organization. The non-profit company is based in Ottawa, Canada. and has subsidiaries in Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
New Flyer Industries Canada ULC
 New Flyer Industries Canada ULC Motor VehiclesConsumer Durables New Flyer Industries Canada ULC designs and manufactures heavy-duty transit buses. It offers drive systems powered by clean diesel, liquefied natural gas, compressed natural gas and electric trolley as well as diesel-electric hybrid vehicles. The company was founded in 1930 and is headquartered in Winnipeg, Canada. | Motor Vehicles | General Counsel Corporate Officer/Principal | |
| University of Toronto | College/University | Graduate Degree Undergraduate Degree | |
Custom Software Solutions, Inc.
 Custom Software Solutions, Inc. Internet Software/ServicesTechnology Services Custom Software Solutions Inc. delivers information technology and business process automation systems. The firm provides solutions that meet the needs of insurance brokers, companies, and MGAs across Canada. Its products include insurance broker products, MGA/MGU products, and insurance company products. The company was founded in 1991 and is headquartered in Virden, Canada. | Internet Software/Services | Chief Operating Officer Sales & Marketing | |
| University of Guelph | College/University | Undergraduate Degree Doctorate Degree | |
G3 Canada Ltd.
 G3 Canada Ltd. Other TransportationTransportation G3 Canada Ltd. markets wheat and barley. It offers farmer marketing options in Eastern and Western Canada; and provides e-Services. The company was founded in 1998 and is headquartered in Winnipeg, Canada. | Other Transportation | Treasurer Corporate Officer/Principal | |
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
Viventia Biotech, Inc.
 Viventia Biotech, Inc. BiotechnologyHealth Technology Viventia Biotech, Inc. discovers, develops, manufactures, and commercializes monoclonal antibody products. Its products are used to treat head, neck, and bladder cancers. The company was founded by Albert D. Friesen in 1995 and is headquartered in Toronto, Canada | Biotechnology | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Alberta | College/University | Doctorate Degree Graduate Degree | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
| The University of Winnipeg | College/University | Undergraduate Degree Undergraduate Degree | |
| CROSSTEC GROUP HOLDINGS LIMITED | Specialty Stores | Director/Board Member Chief Executive Officer | |
The Great-West Life Assurance Co.
 The Great-West Life Assurance Co. Multi-Line InsuranceFinance The Great-West Life Assurance Co. provides insurance and financial services. The firm offers a portfolio of financial and benefit plan solutions for individuals, families and business owners. The company was founded on August 28, 1891 and is headquartered in Winnipeg, Canada. | Multi-Line Insurance | Corporate Officer/Principal Corporate Officer/Principal | |
| University of British Columbia | College/University | Corporate Officer/Principal Graduate Degree | |
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. | Investment Managers | General Counsel Corporate Officer/Principal | |
| Alberta Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Calgary | College/University | Undergraduate Degree Corporate Officer/Principal | |
CIBC Asset-Based Lending, Inc.
 CIBC Asset-Based Lending, Inc. Regional BanksFinance Part of Canadian Imperial Bank of Commerce, CIBC Asset-Based Lending, Inc. provides business financing including credit approval, monitoring and account management. The company is based in Toronto, Canada. | Regional Banks | Corporate Officer/Principal | |
Edward Jones Investments
 Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
BMO Nesbitt Burns, Inc.
 BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Financial Conglomerates | Corporate Officer/Principal | |
| Big Brothers of Greater Vancouver Foundation | Corporate Officer/Principal | ||
IQON Financial Management, Inc.
 IQON Financial Management, Inc. Investment ManagersFinance Part of Sun Life Financial, Inc., IQON Financial Management, Inc. is a Canadian company that offers wealth management and asset management advisory services. The company is based in Winnipeg, Canada. The company's description highlights their expertise in providing advice on wealth management, asset management, and investment services. | Investment Managers | Corporate Officer/Principal | |
CFA Society Winnipeg
 CFA Society Winnipeg Financial ConglomeratesFinance CFA Society Winnipeg engages in providing investment services. It has served the winnipeg investment community by promoting ethical and professional standards within the investment industry. The company was founded in 1952 and is headquartered in Winnipeg, Canada. | Financial Conglomerates | President | |
| The Schulich School of Business | College/University | Masters Business Admin | |
| Merrill Lynch & Co., Inc. /Canadian Retail Brokerage Ops/ | Investment Banks/Brokers | Corporate Officer/Principal | |
| Amana Canada Holdings, Inc. | Founder | ||
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 | |
Henderson (China) Investment Co., Ltd.
 Henderson (China) Investment Co., Ltd. Financial ConglomeratesFinance Henderson (China) Investment Co., Ltd. engages in investment activities. The company was founded on May 17, 1988 and is headquartered in Hong Kong. | Financial Conglomerates | Corporate Officer/Principal | |
| CHINA OVERSEAS LAND & INVESTMENT LTD. | Real Estate Development | Corporate Officer/Principal | |
| Hang Lung (Administration) Ltd. | Corporate Officer/Principal | ||
| Grandland Management Ltd. | Corporate Officer/Principal |
Statistiques
Internationale
| Canada | 43 |
| Hong Kong | 7 |
| Etats-Unis | 2 |
Sectorielle
| Finance | 21 |
| Consumer Services | 10 |
| Commercial Services | 9 |
| Technology Services | 3 |
| Consumer Durables | 2 |
Opérationnelle
| Corporate Officer/Principal | 149 |
| Director/Board Member | 121 |
| Undergraduate Degree | 90 |
| President | 32 |
| Graduate Degree | 31 |
Relations les plus connectées
| Insiders | |
|---|---|
| Yan Kit Lee | 23 |
| Richard Walter Pawluk | 22 |
| Jay M. Zammit | 19 |
| Richard Yeh | 18 |
| Darren B. Fach | 17 |
| Roger Poirier | 12 |
| Brett R. Robinson | 11 |
| Wai Sang Lee | 10 |
| David Spivak | 10 |
| Lap Yan Lau | 9 |
| Michael Cook | 8 |
| Don Freiling | 8 |
| Daniel A. Rothberg | 8 |
| Rehan Huda | 8 |
| Colin Pewarchuk | 8 |
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