Profile
A. Winn Oughtred currently works at SBI Canada Bank, as Director, Belmont House, as Director, and Guardian Capital Funds, as Member-Independent Review Committee.
Mr. Oughtred also formerly worked at CI Financial, Inc., as Director, Skylon International Advantage Yield Trust, as Director, Asian Coast Development (Canada) Ltd., as Director, CI Financial Corp., as Independent Director from 2011 to 2016, Signature Diversified Value Trust, as Director, Oppenheimer Holdings, Inc., as Independent Director from 2011 to 2024, Oppenheimer & Co., Inc., as Director, Borden Ladner Gervais LLP, as Counsel in 2009, and CI Financial Income Fund, as Trustee from 2006 to 2009.
Mr. Oughtred received his graduate degree from Osgoode Hall Law School.
A. Oughtred active positions
| Companies | Position | Start |
|---|---|---|
SBI Canada Bank
SBI Canada Bank Regional BanksFinance Domestic branch of foreign bank | Director/Board Member | 17/05/2010 |
Belmont House
Belmont House Hospital/Nursing ManagementHealth Services Provides home for seniors offering long term care and retirement living | Director/Board Member | 17/05/2010 |
Guardian Capital Funds
Guardian Capital Funds Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Former positions of A. Oughtred
| Companies | Position | End |
|---|---|---|
| OPPENHEIMER HOLDINGS INC. | Director/Board Member | 06/05/2024 |
| CI FINANCIAL | Director/Board Member | 01/01/2016 |
Signature Diversified Value Trust
Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Director/Board Member | 07/01/2013 |
Borden Ladner Gervais LLP
Borden Ladner Gervais LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | 31/05/2009 |
CI Financial Income Fund
CI Financial Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Director/Board Member | 07/01/2009 |
Training of A. Oughtred
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
Oppenheimer Holdings, Inc.
Oppenheimer Holdings, Inc. Investment Banks/BrokersFinance Provides financial services, including securities brokerage, investment banking, and asset management | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
CI Financial, Inc.
CI Financial, Inc. Investment Trusts/Mutual FundsMiscellaneous Manages, markets, and administers mutual funds and other investment products | Miscellaneous |
Skylon International Advantage Yield Trust
Skylon International Advantage Yield Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a closed-end investment fund | Miscellaneous |
Asian Coast Development (Canada) Ltd.
Asian Coast Development (Canada) Ltd. Hotels/Resorts/Cruise linesConsumer Services Develops hotel and casino including specialization in resort destinations | Consumer Services |
CI Financial Corp.
CI Financial Corp. Investment ManagersFinance Provides asset and wealth management services | Finance |
Guardian Capital Funds
Guardian Capital Funds Investment ManagersFinance Provides investment advice | Finance |
Borden Ladner Gervais LLP
Borden Ladner Gervais LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Signature Diversified Value Trust
Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
CI Financial Income Fund
CI Financial Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
SBI Canada Bank
SBI Canada Bank Regional BanksFinance Domestic branch of foreign bank | Finance |
Belmont House
Belmont House Hospital/Nursing ManagementHealth Services Provides home for seniors offering long term care and retirement living | Health Services |
Osgoode Hall Law School
Osgoode Hall Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- A. Oughtred
















