James Herries Cole
Gestor de Cartera-Acciones en Portland Investment Counsel, Inc. .
Perfil
Mr. James H.
Cole, CFA, is a Senior Vice President & Portfolio Manager at Portland Investment Counsel, Inc. He has over 40 years of investment experience including 30 years as a portfolio manager responsible for Canadian and U.S.
equities.
Prior to joining Portland, he was a portfolio manager with Gluskin Sheff + Associates Inc. and prior to this was Vice President and Portfolio Manager with Beutel, Goodman & Company Ltd.
He was formerly the treasurer of CFA Society Calgary and previously served for three years as a director of CFA Society Toronto and chairman of its accounting and disclosure committee.
He holds a degree in Economics from Trent University and earned his Chartered Financial Analyst (CFA) designation in 1986.
Cargos activos de James Herries Cole
Empresas | Cargo | Inicio |
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Portland Investment Counsel, Inc.
Portland Investment Counsel, Inc. Investment ManagersFinance Portland Investment Counsel, Inc. is an SEC-registered investment advisor located in Mississauga, Ontario with an additional office in Burlington, Ontario. The firm manages the AIC Advantage Fund, the AIC Diversified Canada Fund, the AIC Canadian Focused Fund, the AIC Diversified Canada Corporate Class, the AIC Canadian Focused Corporate Class, the AIC Global Financial Split Corp., the AIC Preferred Income Fund, the AIC Advantage Fund II, the AIC Advantage II Corporate Class, the AIC Global Advantage Corporate Class, the AIC American Advantage Fund, the AIC Global Advantage Fund and the AIC Global Wealth Management Fund. | Gestor de Cartera-Acciones | 01/02/2000 |
Antiguos cargos conocidos de James Herries Cole.
Empresas | Cargo | Fin |
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ONEX Canada Asset Management, Inc. (Investment Management)
ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients. | Gestor de Cartera-Acciones | 30/01/2000 |
North American Dividend Plus Fund
North American Dividend Plus Fund Investment Trusts/Mutual FundsMiscellaneous North American Dividend Plus Fund is a closed-end investment trust. It intends to invest in an actively managed diversified portfolio, comprised primarily of preferred shares and dividend-paying common shares of North American issuers. Its investment objectives are to provide holders of Units with monthly cash distributions; and to preserve and enhance the net asset value of the Fund. The company is headquartered in Burlington, Canada. | Corporate Officer/Principal | - |
Beutel, Goodman & Co. Ltd.
Beutel, Goodman & Co. Ltd. Investment ManagersFinance Beutel Goodman & Co. Ltd. (Beutel Goodman) is a privately-owned, independent Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Austin Beutel and Ned Goodman in 1967. Beutel Goodman provides portfolio management services to institutional, private wealth and retail clients. They also act as a sub-advisor to certain investment companies registered and domiciled in Canada and to several wrap-fee programs. | Gestor de Cartera-Acciones | - |
AIC Ltd.
AIC Ltd. Investment ManagersFinance Founded in 1985 by Michael Lee-Chin, AIC Ltd. is a mutual fund manager located in Burlington, Ontario with an additional office in Mississauga, Ontario. AIC offers the AIC family of mutual funds to investors in Canada. | Gestor de Cartera-Acciones | 24/09/2009 |
Formación de James Herries Cole.
Trent University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Empresas relacionadas
Empresas privadas | 5 |
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AIC Ltd.
AIC Ltd. Investment ManagersFinance Founded in 1985 by Michael Lee-Chin, AIC Ltd. is a mutual fund manager located in Burlington, Ontario with an additional office in Mississauga, Ontario. AIC offers the AIC family of mutual funds to investors in Canada. | Finance |
ONEX Canada Asset Management, Inc. (Investment Management)
ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients. | Finance |
Beutel, Goodman & Co. Ltd.
Beutel, Goodman & Co. Ltd. Investment ManagersFinance Beutel Goodman & Co. Ltd. (Beutel Goodman) is a privately-owned, independent Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Austin Beutel and Ned Goodman in 1967. Beutel Goodman provides portfolio management services to institutional, private wealth and retail clients. They also act as a sub-advisor to certain investment companies registered and domiciled in Canada and to several wrap-fee programs. | Finance |
Portland Investment Counsel, Inc.
Portland Investment Counsel, Inc. Investment ManagersFinance Portland Investment Counsel, Inc. is an SEC-registered investment advisor located in Mississauga, Ontario with an additional office in Burlington, Ontario. The firm manages the AIC Advantage Fund, the AIC Diversified Canada Fund, the AIC Canadian Focused Fund, the AIC Diversified Canada Corporate Class, the AIC Canadian Focused Corporate Class, the AIC Global Financial Split Corp., the AIC Preferred Income Fund, the AIC Advantage Fund II, the AIC Advantage II Corporate Class, the AIC Global Advantage Corporate Class, the AIC American Advantage Fund, the AIC Global Advantage Fund and the AIC Global Wealth Management Fund. | Finance |
North American Dividend Plus Fund
North American Dividend Plus Fund Investment Trusts/Mutual FundsMiscellaneous North American Dividend Plus Fund is a closed-end investment trust. It intends to invest in an actively managed diversified portfolio, comprised primarily of preferred shares and dividend-paying common shares of North American issuers. Its investment objectives are to provide holders of Units with monthly cash distributions; and to preserve and enhance the net asset value of the Fund. The company is headquartered in Burlington, Canada. | Miscellaneous |
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