Network origin in Jeremy Rosa first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
115
| Subsidiary | Investment Managers | 115 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeremy Rosa via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
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 Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| York University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Rotman School of Management | College/University | Masters Business Admin Graduate Degree Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Director of Research - Equity Analyst-Equity Analyst-Equity Analyst-Fixed Income Market Strategist | |
| CI FINANCIAL CORP. | Investment Managers | Director of Finance/CFO Chief Investment Officer President Sales & Marketing General Counsel | |
| PRECIOUS METALS AND MINING TRUST | Investment Trusts/Mutual Funds | Director of Finance/CFO Corporate Officer/Principal President Director of Finance/CFO | |
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 Analyst-Equity | |
| McMaster University | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree | |
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| MARRET MULTI-STGY UN | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member | |
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. | Investment Managers | Analyst-Equity Trading-Equity Analyst-Equity | |
Marret High Yield Strategies Fund
 Marret High Yield Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Marret High Yield Strategies Fund operates as a closed-end investment fund. The company was founded on May 28, 2009 and is headquartered in Toronto, Canada. | Investment Trusts/Mutual Funds | Director of Finance/CFO Director/Board Member Director/Board Member | |
| JFT STRATEGIES FUND | Investment Trusts/Mutual Funds | President Chief Operating Officer Director of Finance/CFO | |
| FA Management Corp. | Corporate Officer/Principal Compliance Officer Corporate Officer/Principal | ||
| CI GALAXY BITCOIN FUND | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Operating Officer Compliance Officer | |
Desjardins Securities, Inc.
 Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
AGF Investments, Inc.
 AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
| Carleton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Simon Fraser University | College/University | Doctorate Degree Graduate Degree Undergraduate Degree | |
Royal Bank Financial Group
 Royal Bank Financial Group Major BanksFinance Royal Bank Financial Group provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit. The company is headquartered in Langley, Canada. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Fiera Holdings, Inc.
 Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital, Inc. is a Canada-based independent investment advisor headquartered in Montreal with an additional office in Toronto. The firm was founded in 1983 and was formerly known as Fiera YMG Capital. Fiera Capital offers a range of traditional and quantitative products for institutional investors, retail and private clients, and third-party funds. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
| THE BANK OF NOVA SCOTIA | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| SENTRY SELECT PRIMARY METALS CORP. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| Richard Ivey School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| CI FIRST ASSET CANADIAN REIT ETF | Real Estate Investment Trusts | Chief Executive Officer Chief Operating Officer | |
UBS Securities Canada, Inc.
 UBS Securities Canada, Inc. Investment Banks/BrokersFinance UBS Securities Canada, Inc. is a Canadian investment bank and securities firm headquartered in Toronto, Ontario. The firm is a subsidiary of UBS Holding Canada Ltd. and their ultimate parent is UBS AG (NYSE: UBS) in US. UBS Securities Canada provides execution services for their clients' orders. They consider factors such as price, size of the order, the potential for price improvement, the speed of execution, the certainty of execution, trading characteristics of the security, and the overall cost of the transaction when costs are passed on to clients. In addition, prevailing market conditions are taken into consideration when manually handling a client order, such as the direction of the market for the security, the depth of the posted market, the last sale price and volumes of previous trades, the size of the spread, and the liquidity of the security. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity |
Statistics
International
| Canada | 50 |
| United States | 2 |
Sectoral
| Finance | 22 |
| Miscellaneous | 18 |
| Consumer Services | 12 |
Operational
| Corporate Officer/Principal | 141 |
| Analyst-Equity | 121 |
| Portfolio Manager-Equities | 107 |
| Undergraduate Degree | 85 |
| Portfolio Manager-Fixed Income | 39 |
Most connected contacts
| Insiders | |
|---|---|
| Douglas Jamieson | 40 |
| Lee Goldman | 25 |
| Darie Urbanky | 16 |
| Michael Simpson | 15 |
| Shawna Millman | 12 |
| Stefan Quenneville | 12 |
| Christopher L.C. Couprie | 11 |
| James Julian Dutkiewicz | 10 |
| Drummond Brodeur | 10 |
| Rui Cardoso | 9 |
| John Wayne Hadwen | 9 |
| Jeff Elliott | 9 |
| Craig Gordon Allardyce | 9 |
| Goshen Benzaquen | 8 |
| Ryan P. Fitzgerald | 8 |
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