Walter McCormick
Gestionnaire de Portefeuille-Actions chez Richardson Wealth (USA) Ltd. (Investment Management)
Profil
Mr. David W.
McCormick, CFA, is a Portfolio Manager & Investment Advisor at Richardson Wealth.
He has over 50 years working with high net worth individuals, trusts and pension plans.
Mr. McCormick was previously employed as a Managing Director by Fiera Sceptre, Inc. Investment Management, a Managing Director & Senior Portfolio Manager by Sceptre Investment Counsel Ltd., a Managing Director by Sceptre Investment Counsel Ltd.
(Investment Management), a Senior Vice President by Brandywine Global Investment Management (Canada) ULC, and a Vice President & Portfolio Manager by Burns Fry Ltd.
He received his undergraduate degree from the University of Western Ontario.
He was awarded the Chartered Financial Analyst (CFA) designation in 1986.
Postes actifs de Walter McCormick
| Sociétés | Poste | Début |
|---|---|---|
Richardson Wealth (USA) Ltd. (Investment Management)
 Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Gestionnaire de Portefeuille-Actions | 01/10/2013 |
Anciens postes connus de Walter McCormick
| Sociétés | Poste | Fin |
|---|---|---|
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 | 30/09/2011 |
Sceptre Investment Counsel Ltd.
 Sceptre Investment Counsel Ltd. Investment ManagersFinance Sceptre Investment Counsel Ltd. provides financial planning services to its clients. It provides services to corporations, governments, hospitals, charitable foundations, endowments, universities, unions, high net-worth individuals, reserve funds of insurance companies, estates, trusts, and private corporations. The company was founded on November 22, 1955 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | 01/09/2010 |
Sceptre Investment Counsel Ltd. (Investment Management)
 Sceptre Investment Counsel Ltd. (Investment Management) Investment ManagersFinance Sceptre Investment Counsel Ltd. (TSE: SZ), incorporated in 1955, has been in its present form since 1971. Based in Toronto, Sceptre is one of Canada's largest institutional fund managers. In September 2000, Sceptre announced a strategic alliance with Putnam Investments, Inc. Sceptre became the exclusive marketing agent of Putnam's institutional investment products in Canada. Their Canadian equity and income funds include: the Sceptre Money Market Fund, the Sceptre Bond Fund, the Sceptre Private Client Bond Fund, the Sceptre High Income Fund, the Sceptre Income & Growth Fund, the Sceptre Canadian Equity Fund, the Sceptre Private Client Canadian Equity Fund and the Sceptre Equity Growth Fund. Sceptre's mutual funds include the Sceptre Income & Growth Fund, the Sceptre Bond Fund, Sceptre High Income Fund, the Sceptre Canadian Equity Fund, the Sceptre Equity Growth Fund, the Sceptre Global Equity Fund and the Sceptre Money Market Fund. Their institutional products include the Balanced Pool Fund, the Endowment, Foundations and Trusts (EFT) Pooled Fund, the Equity Pool, the Canadian Equity Pool, the Small-Cap Canadian Equity Pool, the Bond Pool, the Foreign Equity Pool and the Institutional Pooled Fund. | Gestionnaire de Portefeuille-Actions | 31/08/2010 |
Brandywine Global Investment Management (Canada) ULC
 Brandywine Global Investment Management (Canada) ULC Investment ManagersFinance Brandywine Global Investment Management (Canada) ULC (Brandywine Global Canada) is a Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded in 1986 and is a direct subsidiary of Legg Mason Holdings 2 (Cayman) LP, ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. Brandywine Global Canada provides investment advisory and fund management services to institutional clients. | Corporate Officer/Principal | 31/12/2006 |
| Burns Fry Ltd. | Corporate Officer/Principal | 31/12/1987 |
Formation de Walter McCormick
| University of Western Ontario | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Brandywine Global Investment Management (Canada) ULC
Brandywine Global Investment Management (Canada) ULC Investment ManagersFinance Brandywine Global Investment Management (Canada) ULC (Brandywine Global Canada) is a Canadian investment management firm headquartered in Oakville, Ontario. The firm was founded in 1986 and is a direct subsidiary of Legg Mason Holdings 2 (Cayman) LP, ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. Brandywine Global Canada provides investment advisory and fund management services to institutional clients. | Finance |
Sceptre Investment Counsel Ltd. (Investment Management)
Sceptre Investment Counsel Ltd. (Investment Management) Investment ManagersFinance Sceptre Investment Counsel Ltd. (TSE: SZ), incorporated in 1955, has been in its present form since 1971. Based in Toronto, Sceptre is one of Canada's largest institutional fund managers. In September 2000, Sceptre announced a strategic alliance with Putnam Investments, Inc. Sceptre became the exclusive marketing agent of Putnam's institutional investment products in Canada. Their Canadian equity and income funds include: the Sceptre Money Market Fund, the Sceptre Bond Fund, the Sceptre Private Client Bond Fund, the Sceptre High Income Fund, the Sceptre Income & Growth Fund, the Sceptre Canadian Equity Fund, the Sceptre Private Client Canadian Equity Fund and the Sceptre Equity Growth Fund. Sceptre's mutual funds include the Sceptre Income & Growth Fund, the Sceptre Bond Fund, Sceptre High Income Fund, the Sceptre Canadian Equity Fund, the Sceptre Equity Growth Fund, the Sceptre Global Equity Fund and the Sceptre Money Market Fund. Their institutional products include the Balanced Pool Fund, the Endowment, Foundations and Trusts (EFT) Pooled Fund, the Equity Pool, the Canadian Equity Pool, the Small-Cap Canadian Equity Pool, the Bond Pool, the Foreign Equity Pool and the Institutional Pooled Fund. | Finance |
Sceptre Investment Counsel Ltd.
Sceptre Investment Counsel Ltd. Investment ManagersFinance Sceptre Investment Counsel Ltd. provides financial planning services to its clients. It provides services to corporations, governments, hospitals, charitable foundations, endowments, universities, unions, high net-worth individuals, reserve funds of insurance companies, estates, trusts, and private corporations. The company was founded on November 22, 1955 and is headquartered in Toronto, Canada. | Finance |
| Burns Fry Ltd. | 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 |
Richardson Wealth (USA) Ltd. (Investment Management)
Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Finance |