William D. Packham
Directeur Général chez Qtrade Financial Group
Profil
William D.
Packham is currently the Co-Chairman & Chief Executive Officer at Qtrade Financial Group, the President, Chief Executive Officer & Director at Aviso Wealth, Inc., a Director at Qtrade Canada, Inc., a Director at The Investment Funds Institute of Canada, and a Director at The Empire Club of Canada.
Previously, he served as the President & Chief Executive Officer at Rockwater Capital Corp.
from 2001 to 2008, Chairman at Blackmont Capital Securities, a Director at KBSH Leaders Trust from 2005 to 2013, the Executive Managing Director at Desjardins General Insurance Group, Inc. from 2012 to 2018, a Principal at Davidson Partners Investment Counsel LLC from 1981 to 1998, the President & Chief Operating Officer at Merrill Lynch Canada, Inc. from 2001 to 2002, the President at Barometer Capital Management, Inc., and a Principal at Midland Walwyn Capital from 1998 to 2001.
Postes actifs de William D. Packham
| Sociétés | Poste | Début |
|---|---|---|
Qtrade Financial Group
 Qtrade Financial Group Investment ManagersFinance Since 1999, the Qtrade Financial Group has provided wealth management services to the retail public as well as the customers of over 180 financial institutions including credit unions, banks, trust companies and financial planning companies across Canada. The company administers approximately $4 billion of investment assets through the following operating subsidiaries: Qtrade Investor. Qtrade Investor is Canada's leading independent online brokerage, providing online brokerage solutions to the retail public as well as the customers of its financial institution partners across Canada. Headquartered in Vancouver, British Columbia, Qtrade Investor is the online brokerage division of Qtrade Securities Inc., a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund ('CIPF'). CIPF coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account. Qtrade Advisor. Qtrade Advisor provides full-service brokerage solutions to the retail public as well the customers of its financial institution partners across Canada. The company Investment Advisors have the expertise, tools and top-ranked research to create a wealth management strategy that is customized for client, based on their specific goals and financial situation. Headquartered in Vancouver, British Columbia, Qtrade Advisor is the full service brokerage division of Qtrade Securities Inc., a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund ('CIPF'). CIPF coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account. Qtrade Securities Inc. Qtrade Securities Inc. is a registered securities dealer and a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund ('CIPF'). Qtrade Asset Management Inc. Qtrade Asset Management Inc. provides full-service mutual fund dealer services to the customers of its financial institution partners across Canada. Headquartered in Vancouver, British Columbia, Qtrade Asset Management is a member of the Mutual Fund Dealers Association of Canada and the Investor Protection Corporation ('IPC'). IPC coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account. Qtrade Insurance Solutions Inc. Qtrade Insurance Solutions is an insurance distributor offering comprehensive insurance solutions through leading insurance carriers for life insurance, living benefits, annuities and segregated funds to the public and clients of its financial institution partners. Qtrade Fund Management Inc. Qtrade Fund Management Inc. provides managed portfolio and mutual fund solutions to the retail public as well as the customers of the company financial institution partners across Canada. The company Managed Portfolio Solutions offer simple all-in-one investment programs designed to meet people's different investment objectives and risk tolerance levels. They are diversified by asset class, geographical region, market cap and investment style to ensure true diversification and are tactically rebalanced by its professional managers in a tax efficient manner to ensure the portfolio matches the investor's investment objectives over time. Qtrade Institutional Services. Qtrade Institutional Services provides comprehensive brokerage and platform solutions for Investment Counselors, Portfolio Managers and other discretionary money managers across Canada. OceanRock Capital Partners Inc. OceanRock Capital Partners Inc. provides portfolio management and individual discretionary money management services to institutions and high-net worth clients across Canada. The Qtrade Financial Group is committed to offering comprehensive, market leading wealth management solutions to both the retail public as well as its financial institution partners across Canada. The company is here to help customer take charge of their financial future. | Directeur Général | 16/01/2015 |
The Empire Club of Canada
 The Empire Club of Canada Miscellaneous Commercial ServicesCommercial Services The Empire Club of Canada operates as a speakers forum. The firm invites speakers to present various perspectives—including those that may not be popular but should be heard. The company was founded in 1903 and is headquartered in Toronto, Canada. | Directeur/Membre du Conseil | - |
Qtrade Canada, Inc.
 Qtrade Canada, Inc. Investment Trusts/Mutual FundsMiscellaneous Qtrade Canada, Inc. manages the QFM Funds, a family of open-end mutual funds. The company is headquartered in Vancouver, Canada. | Directeur/Membre du Conseil | - |
The Investment Funds Institute of Canada
 The Investment Funds Institute of Canada Financial ConglomeratesFinance The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada. | Directeur/Membre du Conseil | 07/09/2018 |
Aviso Wealth, Inc.
 Aviso Wealth, Inc. Investment ManagersFinance Aviso Wealth, Inc. is one of Canada's largest independent wealth management firms, providing wealth services to hundreds of institutional and retail organizations. The private company is based in Toronto, Canada, and has subsidiaries in Canada. The Canadian company offers a comprehensive suite of wealth solutions, including investment dealer and insurance services, supporting thousands of financial advisors across Canada. Aviso Wealth's award-winning online brokerage, Qtrade Direct Investing™, enables self-directed investors to build their wealth with confidence. The CEO of the company is William D. Packham. | Directeur Général | - |
Anciens postes connus de William D. Packham
| Sociétés | Poste | Fin |
|---|---|---|
Desjardins General Insurance Group, Inc.
 Desjardins General Insurance Group, Inc. Multi-Line InsuranceFinance Desjardins General Insurance Group, Inc. provides property and casualty insurance services. Its insurance products include property, auto, and business insurance. The company was founded in 1945 and is headquartered in L?vis, Canada. | Corporate Officer/Principal | 01/03/2018 |
KBSH Leaders Trust
 KBSH Leaders Trust Investment Trusts/Mutual FundsMiscellaneous KBSH Leaders Trust is a closed end investment fund. KBSH Capital Management inc. is a parent company and manager of the Trust. The Manager is providing exceptional investment management solutions and consistent long-term performance, through a disciplined investment process, centered on fundamental analysis and superior security selection. The Trust was founded on May 17, 2002 and is located in Toronto, ON. | Directeur/Membre du Conseil | 12/04/2013 |
Rockwater Capital Corp.
 Rockwater Capital Corp. Financial ConglomeratesFinance Rockwater Capital Corp. provides financial products and services to individuals, institutions and corporations. It focuses on three distinct businesses that include wealth management, asset management and capital markets. The company operates through its subsidiaries namely First Associates Investments Inc., KBSH Capital Management, Inc. and Rockwater Asset Management Inc. It is headquartered in Toronto, Canada. | President | 11/03/2008 |
Blackmont Capital Securities
 Blackmont Capital Securities Investment Banks/BrokersFinance Blackmont Capital Securities is the broker subsidiary of Blackmont Capital, Inc. They focus on sectors such as energy, metals and minerals, biotechnology and health services, technology and special situations, business trusts and industrials, consumer staples, real estate and hospitality and financial services. Blackmont screens for emerging influences, shifts in market dynamics and changes in corporate fundamentals to identify immediate growth opportunities with the best risk-reward profile | Président | 01/01/2008 |
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Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 13 |
|---|---|
| Davidson Partners Investment Counsel LLC | Finance |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Finance |
KBSH Leaders Trust
KBSH Leaders Trust Investment Trusts/Mutual FundsMiscellaneous KBSH Leaders Trust is a closed end investment fund. KBSH Capital Management inc. is a parent company and manager of the Trust. The Manager is providing exceptional investment management solutions and consistent long-term performance, through a disciplined investment process, centered on fundamental analysis and superior security selection. The Trust was founded on May 17, 2002 and is located in Toronto, ON. | Miscellaneous |
Rockwater Capital Corp.
Rockwater Capital Corp. Financial ConglomeratesFinance Rockwater Capital Corp. provides financial products and services to individuals, institutions and corporations. It focuses on three distinct businesses that include wealth management, asset management and capital markets. The company operates through its subsidiaries namely First Associates Investments Inc., KBSH Capital Management, Inc. and Rockwater Asset Management Inc. It is headquartered in Toronto, Canada. | Finance |
Blackmont Capital Securities
Blackmont Capital Securities Investment Banks/BrokersFinance Blackmont Capital Securities is the broker subsidiary of Blackmont Capital, Inc. They focus on sectors such as energy, metals and minerals, biotechnology and health services, technology and special situations, business trusts and industrials, consumer staples, real estate and hospitality and financial services. Blackmont screens for emerging influences, shifts in market dynamics and changes in corporate fundamentals to identify immediate growth opportunities with the best risk-reward profile | Finance |
Barometer Capital Management, Inc.
 Barometer Capital Management, Inc. Investment ManagersFinance Barometer Capital Management, Inc. (Barometer) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded in 2006 through a management buyout of Rockwater Asset Management, Inc. Barometer manages investment portfolios for high-net-worth individuals, endowments, foundations, partnerships, corporations, public funds and pension trusts throughout Canada and internationally. | Finance |
| Midland Walwyn Capital | Finance |
Desjardins General Insurance Group, Inc.
Desjardins General Insurance Group, Inc. Multi-Line InsuranceFinance Desjardins General Insurance Group, Inc. provides property and casualty insurance services. Its insurance products include property, auto, and business insurance. The company was founded in 1945 and is headquartered in L?vis, Canada. | Finance |
Qtrade Canada, Inc.
Qtrade Canada, Inc. Investment Trusts/Mutual FundsMiscellaneous Qtrade Canada, Inc. manages the QFM Funds, a family of open-end mutual funds. The company is headquartered in Vancouver, Canada. | Miscellaneous |
The Investment Funds Institute of Canada
The Investment Funds Institute of Canada Financial ConglomeratesFinance The Investment Funds Institute of Canada operates as the voice of Canada''s investment funds industry. The company was founded in 1962 and is headquartered in Toronto, Canada. | Finance |
The Empire Club of Canada
The Empire Club of Canada Miscellaneous Commercial ServicesCommercial Services The Empire Club of Canada operates as a speakers forum. The firm invites speakers to present various perspectives—including those that may not be popular but should be heard. The company was founded in 1903 and is headquartered in Toronto, Canada. | Commercial Services |
Qtrade Financial Group
Qtrade Financial Group Investment ManagersFinance Since 1999, the Qtrade Financial Group has provided wealth management services to the retail public as well as the customers of over 180 financial institutions including credit unions, banks, trust companies and financial planning companies across Canada. The company administers approximately $4 billion of investment assets through the following operating subsidiaries: Qtrade Investor. Qtrade Investor is Canada's leading independent online brokerage, providing online brokerage solutions to the retail public as well as the customers of its financial institution partners across Canada. Headquartered in Vancouver, British Columbia, Qtrade Investor is the online brokerage division of Qtrade Securities Inc., a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund ('CIPF'). CIPF coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account. Qtrade Advisor. Qtrade Advisor provides full-service brokerage solutions to the retail public as well the customers of its financial institution partners across Canada. The company Investment Advisors have the expertise, tools and top-ranked research to create a wealth management strategy that is customized for client, based on their specific goals and financial situation. Headquartered in Vancouver, British Columbia, Qtrade Advisor is the full service brokerage division of Qtrade Securities Inc., a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund ('CIPF'). CIPF coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account. Qtrade Securities Inc. Qtrade Securities Inc. is a registered securities dealer and a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund ('CIPF'). Qtrade Asset Management Inc. Qtrade Asset Management Inc. provides full-service mutual fund dealer services to the customers of its financial institution partners across Canada. Headquartered in Vancouver, British Columbia, Qtrade Asset Management is a member of the Mutual Fund Dealers Association of Canada and the Investor Protection Corporation ('IPC'). IPC coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account. Qtrade Insurance Solutions Inc. Qtrade Insurance Solutions is an insurance distributor offering comprehensive insurance solutions through leading insurance carriers for life insurance, living benefits, annuities and segregated funds to the public and clients of its financial institution partners. Qtrade Fund Management Inc. Qtrade Fund Management Inc. provides managed portfolio and mutual fund solutions to the retail public as well as the customers of the company financial institution partners across Canada. The company Managed Portfolio Solutions offer simple all-in-one investment programs designed to meet people's different investment objectives and risk tolerance levels. They are diversified by asset class, geographical region, market cap and investment style to ensure true diversification and are tactically rebalanced by its professional managers in a tax efficient manner to ensure the portfolio matches the investor's investment objectives over time. Qtrade Institutional Services. Qtrade Institutional Services provides comprehensive brokerage and platform solutions for Investment Counselors, Portfolio Managers and other discretionary money managers across Canada. OceanRock Capital Partners Inc. OceanRock Capital Partners Inc. provides portfolio management and individual discretionary money management services to institutions and high-net worth clients across Canada. The Qtrade Financial Group is committed to offering comprehensive, market leading wealth management solutions to both the retail public as well as its financial institution partners across Canada. The company is here to help customer take charge of their financial future. | Finance |
Aviso Wealth, Inc.
Aviso Wealth, Inc. Investment ManagersFinance Aviso Wealth, Inc. is one of Canada's largest independent wealth management firms, providing wealth services to hundreds of institutional and retail organizations. The private company is based in Toronto, Canada, and has subsidiaries in Canada. The Canadian company offers a comprehensive suite of wealth solutions, including investment dealer and insurance services, supporting thousands of financial advisors across Canada. Aviso Wealth's award-winning online brokerage, Qtrade Direct Investing™, enables self-directed investors to build their wealth with confidence. The CEO of the company is William D. Packham. | Finance |