Marisa Bertoia
Career history of Marisa Bertoia
Former positions of Marisa Bertoia
| Companies | Position | Start | End |
|---|---|---|---|
Northwood Family Office Ltd.
 Northwood Family Office Ltd. Investment ManagersFinance Northwood Family Office Ltd. (Northwood) is a multi-family office headquartered in Toronto, Canada. The firm was founded in 2003 by Frederick Thomas McCullough and David Scott Hayman. They were acquired by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Northwood offers integrated planning, investment management, wealth administration and family engagement for families of wealth. | Trading-Equity | - | 31/08/2008 |
| Trading-Fixed Income | - | 31/08/2008 | |
| Prudential-Bache Securities Canada Ltd. | Corporate Officer/Principal | - | - |
BMO Nesbitt Burns, Inc.
 BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | - | - |
Statistics
International
| Canada | 4 |
Operational
| Corporate Officer/Principal | 2 |
| Trading-Equity | 1 |
| Trading-Fixed Income | 1 |
Sectoral
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Northwood Family Office Ltd.
Northwood Family Office Ltd. Investment ManagersFinance Northwood Family Office Ltd. (Northwood) is a multi-family office headquartered in Toronto, Canada. The firm was founded in 2003 by Frederick Thomas McCullough and David Scott Hayman. They were acquired by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Northwood offers integrated planning, investment management, wealth administration and family engagement for families of wealth. | Finance |
BMO Nesbitt Burns, Inc.
BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Finance |
| Prudential-Bache Securities Canada Ltd. |
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