Jeremy Rosa

Analyst-Equity en CI Investments, Inc. .

Finance

Consumer Services

Perfil

Mr. Jeremy Rosa, CFA, is a Vice President & Portfolio Manager at CI Investments, Inc. He joined Harbour Advisors as an Investment Research Analyst in 2011.
Prior to joining the group, he held various positions at CI investments and its affiliates.
Mr. Rosa was a Securities Trader at Assante Wealth Management (Canada) Ltd.
He holds the Chartered Financial Analyst designation and graduated from Financial Planning Management at George Brown College.

Cargos activos de Jeremy Rosa

Empresas	Cargo	Inicio
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.	Analyst-Equity	01/10/2011

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Antiguos cargos conocidos de Jeremy Rosa.

Empresas	Cargo	Fin
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.	Corporate Officer/Principal	-

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Formación de Jeremy Rosa.

George Brown College

Undergraduate Degree

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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.	Finance
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.	Finance