Pierson Chan
Consultor / Asesor en Nicola Wealth Management Ltd. (Private Equity) .
Origen de la red de primer grado Pierson Chan.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
The University of Waterloo
133
| College/University | Other Consumer Services | 133 |
Nicola Wealth Management Ltd. (Private Equity)
 Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management Ltd. (Private Equity) is a Private Equity, a subsidiary of Nicola Wealth Management Ltd. founded in 2012 by John Michael Nicola. The firm is headquartered in Vancouver, the United States.
49
| Subsidiary | Investment Managers | 49 |
MD Financial Management, Inc.
 MD Financial Management, Inc. Investment ManagersFinance MD Financial Management, Inc. (MD) is a Canadian fund-of-funds manager headquartered in Ottawa, Ontario. The firm was founded in 1969 and is owned by The Bank of Nova Scotia (TSE: BNS). MD provides financial products and services and offers investment counselling services to Canada’s physicians and their families. The firm also serves as the fund manager for the MD Family of Funds.
1
| Subsidiary | Investment Managers | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Pierson Chan a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| THE TORONTO-DOMINION BANK | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Trading-Equity Portfolio Manager-Fixed Income | |
BMO Capital Markets Corp. (Canada)
 BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Market Strategist | |
| AURORA ROYALTIES INC. | Precious Metals | Director/Board Member | |
Pollen, Inc.
 Pollen, Inc. Packaged SoftwareTechnology Services Pollen, Inc. provides financial services. It provides C2FO market, working capital exchange that allows companies to optimize their working capital positions in a live, bid/ask environment. The firm serves buyers and suppliers who use the market to increase profit and accelerate cash flow between themselves. The company was founded by Alexander C. Kemper and Pete Thomas in May 2010 and is headquartered in Leawood, KS. | Packaged Software | Director/Board Member | |
Helion Energy, Inc.
 Helion Energy, Inc. Industrial MachineryProducer Manufacturing Helion Energy, Inc. manufactures power generation technology. It develops power plants that would produce electricity by running a nuclear-fusion reaction whereby atoms merge at extremely high temperatures. The company was founded by David Kirtley, John Slough, Chris Pihl and George Votroubek in 2009 and is headquartered in Redmond, WA. | Industrial Machinery | Private Equity Investor | |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Investment Managers | Head-Equity Investments | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Director of Finance/CFO Analyst-Equity Analyst-Equity | |
National Bank Financial, Inc. (Broker)
 National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| York University | College/University | Corporate Officer/Principal Graduate Degree | |
| Queen's University | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| University of Alberta | College/University | Undergraduate Degree Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Simon Fraser University | College/University | Graduate Degree Masters Business Admin | |
| University of Guelph | College/University | Graduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Graduate Degree | |
| Istanbul Technical University | College/University | Graduate Degree | |
Birch Hill Equity Partners Management, Inc.
 Birch Hill Equity Partners Management, Inc. Investment ManagersFinance Birch Hill Equity Partners Management, Inc (Birch Hill Equity Partners) is a private equity firm founded in 1994 by Steve J Dent and John B MacIntyre. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor Comptroller/Controller/Auditor | |
PricewaterhouseCoopers Canada
 PricewaterhouseCoopers Canada Miscellaneous Commercial ServicesCommercial Services Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers Canada provides accounting services. The company is based in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Imperial Capital Group Ltd.
 Imperial Capital Group Ltd. Investment ManagersFinance Imperial Capital Group Ltd (Imperial Capital) is a private equity firm founded in 1989 by Stephen D. Lister and Jeffrey Rosenthal. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Veritas Investment Research Corp.
 Veritas Investment Research Corp. Investment ManagersFinance Veritas Investment Research Corp. (Veritas) is an independent equity research firm headquartered in Toronto, Canada. The firm was founded in 2000 by Michael Palmer and Anthony Scilipoti. Veritas provides in-depth analysis of Canadian and international companies, identifying upside and downside catalysts. Their unique forensic accounting-based research approach has proven that a careful understanding of financial information is the key to a secure investment decision. | Investment Managers | Analyst-Equity Analyst-Equity | |
| St. Paul’s Hospital Foundation | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
Canadian Club Toronto
 Canadian Club Toronto Miscellaneous Commercial ServicesCommercial Services The Canadian Club of Toronto operates as Canada’s preeminent public affairs podium. It serves an ambitious and important mission to connect Canadians with world-class leaders and newsmakers and be a leading platform for influencers to engage Canadians on what matters most. The company was founded in 1897 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Deloitte & Touche, Inc.
 Deloitte & Touche, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
World Education Services, Inc. (New York)
 World Education Services, Inc. (New York) Other Consumer ServicesConsumer Services World Education Services, Inc. is a non-profit social enterprise based in New York, NY. World Education Services is dedicated to helping international students, immigrants, and refugees achieve their educational and career goals. The private company was founded in 1974 and the CEO is Esther T. Benjamin. | Other Consumer Services | Director/Board Member | |
Canaccord Genuity Corp.
 Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Nicola Wealth Management Ltd.
 Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI). | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Chief Executive Officer | |
| Richard Ivey School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
Serruya Private Equity
 Serruya Private Equity Investment ManagersFinance Serruya Private Equity (Serruya Private Equity) is a private equity firm founded in 2011. The firm is headquartered in Markham, Canada. | Investment Managers | Corporate Officer/Principal | |
| BLEND LABS, INC. | Information Technology Services | Consultant / Advisor | |
| Technical University of Nova Scotia | College/University | Undergraduate Degree | |
Amtd Group, Inc.
 Amtd Group, Inc. Investment Banks/BrokersFinance AMTD Group Co. Ltd. engages in the provision of financial solutions. It operates through the following business lines: investment banking, asset management, insurance brokerage, and strategic investment. The company was founded on September 23, 2005 and is headquartered in Hong Kong. | Investment Banks/Brokers | Director/Board Member | |
WealthBar Financial Services, Inc.
 WealthBar Financial Services, Inc. Miscellaneous Commercial ServicesCommercial Services WealthBar Financial Services, Inc. engages in the provision of an online wealth management and financial planning platform. It offers online investing portfolios and exchange-traded funds along with commission-free advice. The company was founded by Tea Nicola and Chris Nicola in 2013 and is headquartered in Vancouver, Canada. | Miscellaneous Commercial Services | Founder | |
ApplyBoard, Inc.
 ApplyBoard, Inc. Internet Software/ServicesTechnology Services ApplyBoard, Inc. provides online application for students to apply for universities and colleges. The company was founded by Martin Basiri, Meti Basiri and Sina Sadeghian in 2015 and is headquartered in Kitchener, Canada. | Internet Software/Services | Director/Board Member | |
CrossCap Media Services, Inc.
 CrossCap Media Services, Inc. Packaged SoftwareTechnology Services Part of Constellation Software, Inc., CrossCap Media Services, Inc. is a company that develops digital tools for marketing solutions. The company is based in San Francisco, CA. The company was founded by Craig Bushert and Rahim Kassam. Craig Bushert has been the CEO since incorporation. CrossCap Media Services was acquired by Volaris Group, Inc. on September 20, 2022. | Packaged Software | Founder | |
Deloitte Consulting LP
 Deloitte Consulting LP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LP provides accounting and auditing services. The private company is based in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Inside Edge Properties Ltd.
 Inside Edge Properties Ltd. Real Estate DevelopmentFinance Inside Edge Properties Ltd. is a Canadian company that specializes in properties. The private company's focus is on providing properties that are suitable for business purposes. The company is based in Ottawa, Canada and offers a range of services to their clients. The company has a portfolio of properties that can be viewed on their website. The company also provides residential and commercial tenant login options. The company's website includes a privacy policy and contact information. | Real Estate Development | Director of Finance/CFO | |
| AMTD IDEA GROUP | Investment Banks/Brokers | Chairman | |
| Waterloo Global Science Initiative | Chairman | ||
Nicola Canadian Equity Income Fund
 Nicola Canadian Equity Income Fund Financial ConglomeratesFinance Part of Cementir Holding NV, Nicola Canadian Equity Income Fund is an investment fund. The company is based in Vancouver, Canada. The CEO of the Canadian company is John Michael Nicola. | Financial Conglomerates | Chief Executive Officer Chief Operating Officer | |
Nicola Precious Metals Fund
 Nicola Precious Metals Fund Financial ConglomeratesFinance Part of Cementir Holding NV, Nicola Precious Metals Fund is an investment fund. The company is based in Vancouver, Canada. The CEO of the Canadian company is John Michael Nicola. | Financial Conglomerates | Chief Executive Officer Chief Operating Officer | |
Alloy Therapeutics LLC
 Alloy Therapeutics LLC Miscellaneous Commercial ServicesCommercial Services Alloy Therapeutics LLC is a biotechnology ecosystem company that democratizes access to tools, technologies, services, and company creation capabilities for discovering and developing therapeutic biologics. The company's lead offering is the ATX-GX™ platform, a human therapeutic antibody discovery platform consisting of a growing suite of proprietary transgenic mice strains. Through a community of partners across academia, biotech, and the largest biopharma, Alloy is a leader in bispecific antibody discovery and engineering services, utilizing its proprietary ATX-CLC common light chain platform integrating novel transgenic mice and phage display. Founded in 2017 and privately funded by visionary investors, Alloy is headquartered in Hanover, NH, with European labs in Switzerland. The company was founded by Errik B. Anderson, who has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
| Amtd Group Co. Ltd. (British Virgin Islands) | Director/Board Member | ||
| HYDROFARM HOLDINGS GROUP, INC. | Trucks/Construction/Farm Machinery | Director/Board Member | |
| AMTD DIGITAL INC. | Packaged Software | Director/Board Member | |
| Global Custom Metal | Corporate Officer/Principal | ||
Gammite Ventures
 Gammite Ventures Investment ManagersFinance Gammite Ventures (Gammite Ventures) is a venture capital firm founded in 2021. The firm is headquartered in United States. | Investment Managers | Consultant / Advisor | |
Vendasta Technologies, Inc.
 Vendasta Technologies, Inc. Packaged SoftwareTechnology Services Vendasta Technologies, Inc. engages in the development and sale of software products for local marketing agencies under Vendasta platform. It operates through the Software and Partner Solutions segments. The Software segment consists of subscription to the platform; owned and operated software products; and marketplace purchases. The Partner Solutions segment includes partner services, websites, and digital ads that are not acquired on an annual basis. The company was founded by Ches Orlando Hagen, Brendan King, Jeff Tomlin, John Fothergill, Allan Wolinski and Guy Kelsey on January 8, 2008 and is headquartered in Saskatoon, Canada. | Packaged Software | Director/Board Member |
Estadísticas
Internacional
| Canadá | 35 |
| Estados Unidos | 11 |
| Hong-Kong | 3 |
| Francia | 3 |
| Turquía | 2 |
Sectorial
| Finance | 21 |
| Consumer Services | 12 |
| Technology Services | 7 |
| Commercial Services | 7 |
| Producer Manufacturing | 3 |
Operativa
| Director/Board Member | 132 |
| Undergraduate Degree | 79 |
| Corporate Officer/Principal | 71 |
| Private Equity Investor | 63 |
| Founder | 32 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Kevin Adolphe | 35 |
| John Montalbano | 22 |
| William M. Tatham | 18 |
| Mike Mazan | 18 |
| Alan B. Offenberg | 18 |
| Alex Kolicich | 17 |
| Carrie Russell | 14 |
| Feridun Hamdullahpur | 10 |
| Mary Vitug | 9 |
| Ori Mandowsky | 9 |
| James West Atherton-Ham | 8 |
| Anne-Marie Thomas | 8 |
| Steven Bowles | 7 |
| Patrick Chung | 7 |
| Ashley Ng | 7 |
- Bolsa de valores
- Insiders
- Pierson Chan
- Conexiones Empresas
