Brian So
Portfolio Manager-Equities at Tacita Capital, Inc.
Network origin in Brian So first degree
Entity | Entity type | Industry | |
---|---|---|---|
Tacita Capital, Inc.
Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence.
9
| Private Company | Investment Managers | 9 |
DeGroote School of Business
5
| College/University | Other Consumer Services | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian So via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolios for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Corporate Officer/Principal | |
Eagle Precision Technologies Ltd.
Eagle Precision Technologies Ltd. Industrial MachineryProducer Manufacturing Eagle Precision Technologies Ltd. designs and manufactures tube forming solutions. It manufactures machines used in metal tube forming to shape and manipulate metal tubes. The firm products include tube bending machines, tube endforming machines and machine systems used in the manufacture of automotive exhaust systems, automotive structural components, mufflers, and catalytic converters. The company was founded by George Usher and Don Wilkins in 1958 and is headquartered in Brantford, Canada. | Industrial Machinery | Director/Board Member | |
TERRA FIRMA CAPITAL CORPORATION | Finance/Rental/Leasing | Director/Board Member | |
Harvest Banks & Buildings Income Fund
Harvest Banks & Buildings Income Fund Investment Trusts/Mutual FundsMiscellaneous Harvest Banks & Buildings Income Fund operates as an investment trust. It invests in a portfolio of banking issuers, other financial issuers and real estate related companies and/or real estate investment trusts. The company was founded on September 25, 2009 and is headquartered in Oakville, Canada. | Investment Trusts/Mutual Funds | Director/Board Member | |
Harvest Canadian Income & Growth Fund
Harvest Canadian Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Harvest Canadian Income & Growth Fund is a open-End Investment Fund/Unit Trust. The fund is headquartered in Oakville, Canada. | Investment Trusts/Mutual Funds | Director/Board Member | |
Burgundy Asset Management Ltd.
Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | Investment Managers | Analyst-Equity | |
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. | Investment Managers | Corporate Officer/Principal | |
Sprucegrove Investment Management Ltd.
Sprucegrove Investment Management Ltd. Investment ManagersFinance Sprucegrove Investment Management Ltd. (Sprucegrove) is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1993 by three individuals (Peter Clark, Ian Fyfe and John Watson), who had worked together for 15 years in investment operations at Confederation Life Insurance Co. (Confed). Sprucegrove provides discretionary advisory services to private investment funds and to separately managed accounts, which includes in the capacity as sub-adviser to third party funds. | Investment Managers | Analyst-Equity | |
CIBC Securities, Inc.
CIBC Securities, Inc. Investment ManagersFinance CIBC Securities, Inc. is a fund distributor located in Toronto, Ontario. The firm is a subsidiary of the Canadian Imperial Bank of Commerce (NYSE: CM). The firm is the principal distributor of the CIBC Mutual Funds and the CIBC Family of Managed Portfolios. The CIBC Family of Managed Portfolios consists of CIBC Managed Portfolios and CIBC U.S. Dollar Managed Portfolios, which are mutual funds that invest primarily in CIBC Mutual Funds. | Investment Managers | Corporate Officer/Principal | |
Newport Private Wealth, Inc.
Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country. | Investment Managers | Portfolio Manager-Equities | |
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
York University | College/University | Undergraduate Degree | |
Queen's University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
McMaster University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Manitoba | College/University | Undergraduate Degree | |
University of Miami
University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin | |
Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree | |
Chartered Professional Accountants of Ontario
Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
United Financial Corp.
United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Investment Managers | Corporate Officer/Principal | |
Richardson Wealth (USA) Ltd.
Richardson Wealth (USA) Ltd. Investment Banks/BrokersFinance Richardson Wealth (USA) Ltd. is an independent Canadian broker/dealer headquartered in Toronto, Ontario. It was founded by Andrew Marsh as Richardson GMP Ltd. The firm provides a full spectrum of brokerage services to corporate and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
MCA Cross Border Advisors, Inc.
MCA Cross Border Advisors, Inc. Investment ManagersFinance MCA Cross Border Advisors, Inc. is a firm that specializes in cross border tax, investment, and financial planning. The private company is based in Montréal, Canada. The company's consultants have extensive experience working with Canadians moving to the US, Americans moving to Canada, and citizens living in other countries. | Investment Managers | Corporate Officer/Principal | |
The Schulich School of Business | College/University | Masters Business Admin | |
Richard Ivey School of Business | College/University | Doctorate Degree Undergraduate Degree | |
Corporate Missions, Inc.
Corporate Missions, Inc. Miscellaneous Commercial ServicesCommercial Services Corporate Missions, Inc. operates as an organization dedicated to the publications of renowned business author. It offers financial services, financial services, government, technology, services and manufacturing and education services to the organizations. The company is headquartered in Hamilton, Canada. | Miscellaneous Commercial Services | Chief Executive Officer | |
The Directors College | College/University | Corporate Officer/Principal | |
BMO Family Office LLC
BMO Family Office LLC Investment ManagersFinance BMO Family Office LLC is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. It was founded in 1981 as CTC myCFO LLC. They are a wholly-owned subsidiary of BMO Financial Corp., which is a wholly-owned subsidiary of Bank of Montreal (NYSE, TSE: BMO) in Canada. The firm provides discretionary investment management and non-discretionary investment advisory services to high-net worth individuals, families, personal trusts, and family offices. | Investment Managers | Corporate Officer/Principal | |
Scotia Wealth Management | Corporate Officer/Principal | ||
Lazaridis School of Business & Economics | College/University | Undergraduate Degree | |
Red Cloud Klondike Securities, Inc.
Red Cloud Klondike Securities, Inc. Investment Banks/BrokersFinance Red Cloud Klondike Securities, Inc. operates as security agents. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bart & Co., Inc.
Bart & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bart & Co., Inc. provides management consulting services. The private company is based in Hamilton, Canada. The CEO of the Canadian company is Chris Bart. | Miscellaneous Commercial Services | Chief Executive Officer | |
SIXTY SIX CAPITAL INC. | Data Processing Services | Corporate Officer/Principal | |
Eight Capital Corp. | Corporate Officer/Principal | ||
HARVEST EQUAL WEIGHT GLOBAL UTILITIES INCOME ETF | Investment Trusts/Mutual Funds | Director/Board Member | |
Harvest Canadian Consolidated Energy Fund
Harvest Canadian Consolidated Energy Fund Investment Trusts/Mutual FundsMiscellaneous Harvest Canadian Consolidated Energy Fund is a closed-end investment fund. The Fund’s investment objectives are to provide holders of units quarterly cash distributions; and the opportunity for capital appreciation through investments primarily in listed Equity Securities of companies operating in the Canadian Energy Universe. The company is headquartered in Oakville, Canada. | Investment Trusts/Mutual Funds | Director/Board Member | |
MINDSET PHARMA INC. | Pharmaceuticals: Major | Founder | |
DRAXOS CAPITAL CORP. | Financial Conglomerates | Director/Board Member | |
ScotiaMcLeod, Inc. (Investment Management)
ScotiaMcLeod, Inc. (Investment Management) Investment ManagersFinance ScotiaMcLeod, Inc. (Investment Management) (ScotiaMcLeod-IM) is the investment management division of ScotiaMcLeod, Inc., a broker/dealer headquartered in Vancouver, Canada. The firm is a subsidiary of The Bank of Nova Scotia (NYSE, TSE: BNS). ScotiaMcLeod-IM provides investment management services to private individuals and institutional clients. | Investment Managers | Corporate Officer/Principal |
Statistics
International
Canada | 47 |
United States | 5 |
Sectoral
Finance | 19 |
Miscellaneous | 14 |
Consumer Services | 12 |
Commercial Services | 4 |
Producer Manufacturing | 2 |
Operational
Director/Board Member | 22 |
Corporate Officer/Principal | 20 |
Undergraduate Degree | 13 |
Analyst-Equity | 8 |
Portfolio Manager-Equities | 6 |
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