Alfred C. Sum
Portfolio Manager-Equities at Hillsdale Investment Management, Inc.
Network origin in Alfred C. Sum first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Toronto
538
| College/University | Other Consumer Services | 538 |
TD Securities, Inc.
 TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors.
48
| Subsidiary | Investment Banks/Brokers | 48 |
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.
43
| Subsidiary | Investment Managers | 43 |
Hillsdale Investment Management, Inc.
 Hillsdale Investment Management, Inc. Investment ManagersFinance Hillsdale Investment Management, Inc. (Hillsdale) is a privately-owned hedge fund manager headquartered in Toronto, Canada. The firm was founded by Albert Guthrie in 1996. Hillsdale offers discretionary investment management services to a range of sophisticated institutional and private wealth investors, primarily in Canada but also in the US and elsewhere.
14
| Private Company | Investment Managers | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alfred C. Sum via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | Analyst-Equity Analyst-Fixed Income Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
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 portfolio 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 Corporate Officer/Principal | |
| GOLDCORP INC. | Precious Metals | Comptroller/Controller/Auditor Director/Board Member | |
Cormark Securities, Inc.
 Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Director of Research - Equity | |
Jarislowsky, Fraser Ltd.
 Jarislowsky, Fraser Ltd. Investment ManagersFinance Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals. | Investment Managers | Analyst-Fixed Income Investment Committee Member | |
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 | |
Northbridge Financial Corp.
 Northbridge Financial Corp. Property/Casualty InsuranceFinance Northbridge Financial Corp. provides commercial property and casualty insurance. The company operates through its subsidiaries. It writes broad-based commercial lines for businesses, commercial trade groups and associations, and targeted specialty lines. The company was founded in 2003 and is headquartered in Toronto, Canada. | Property/Casualty Insurance | Director/Board Member | |
| Rotman School of Management | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| BARRICK GOLD CORPORATION | Precious Metals | Corporate Officer/Principal Director of Finance/CFO Director/Board Member | |
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 | Chief Executive Officer Portfolio Manager-Equities | |
Canada Pension Plan Investment Board
 Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund). | Investment Managers | Director of Research - Equity Corporate Officer/Principal Corporate Officer/Principal | |
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 | Analyst-Equity Analyst-Equity Director of Research - Equity Analyst-Equity Corporate Officer/Principal | |
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 | |
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 | |
| McGill University | College/University | Doctorate Degree Undergraduate Degree | |
| GRACEKENNEDY LIMITED | Food Distributors | Director/Board Member | |
BMO Financial Group, Inc.
 BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Investment Banks/Brokers | Consultant / Advisor Corporate Officer/Principal | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
| Concordia University | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Masters Business Admin Doctorate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
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. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
The Hospital for Sick Children
 The Hospital for Sick Children Hospital/Nursing ManagementHealth Services The Hospital for Sick Children is a non-profit organization that provides healthcare services. It offers child and family centered care, creative arts therapy, epilepsy classroom, resource navigation program, and international patient program. The company was founded by Elizabeth McMaster on March 23, 1875 and is headquartered in Toronto, Canada. | Hospital/Nursing Management | Corporate Officer/Principal Chief Executive Officer | |
The Bank of Canada
 The Bank of Canada General GovernmentGovernment The Bank of Canada provides banking and financial services. Its services include mortgage and payment processing, loan application, credit card application, accounting solutions, tax preparation, financial analysis, insurance, and payroll processing services to its clients. The company was founded in 1934 and is headquartered in Ottawa, Canada. | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Centre for Addiction & Mental Health
 Centre for Addiction & Mental Health Hospital/Nursing ManagementHealth Services The Centre for Addiction & Mental Health operates mental health research hospitals. The non-profit company is based in Toronto, Canada. Catherine Zahn has been the CEO of the Canadian company since 2009. | Hospital/Nursing Management | Director/Board Member | |
| P.A.C.E. (Canada) | Chairman | ||
Ontario Centre of Innovation
 Ontario Centre of Innovation Financial ConglomeratesFinance Ontario Centres of Excellence, Inc. invests in research, commercialization & talent. The firm is a non-profit organization that drives the research to commercialization process. The company was founded in 2002 and is headquartered in Toronto, ON. | Financial Conglomerates | Chief Executive Officer | |
Abu Dhabi Investment Authority
 Abu Dhabi Investment Authority Financial ConglomeratesFinance Abu Dhabi Investment Authority provides investing funds. It manages a global investment portfolio across many asset classes and sub-categories. It invests directly in global financial markets. The company was founded in 1976 and is headquartered in Abu Dhabi, the United Arab Emirates. | Financial Conglomerates | Corporate Officer/Principal | |
Infrastructure Ontario
 Infrastructure Ontario Financial ConglomeratesFinance Infrastructure Ontario is a Canadian company that supports the government in modernizing and maximizing the value of public infrastructure and real estate, managing government facilities, and financing the renewal of the province's public infrastructure. The company is based in Toronto, Canada. The company is ultimately controlled by the Province of Ontario. Michael Lindsay has been the CEO of the company since 2020. | Financial Conglomerates | Corporate Officer/Principal | |
Abu Dhabi Investment Authority (Investment Management)
 Abu Dhabi Investment Authority (Investment Management) Financial ConglomeratesFinance Abu Dhabi Investment Authority (Investment Management) (ADIA-IM) is the sovereign wealth fund management division of state-owned Abu Dhabi Investment Authority in UAE. The firm was founded in 1976 and is headquartered in Abu Dhabi. ADIA-IM invests fund on behalf of the Government of Abu Dhabi with a focus on long-term value creation. They also manage a global investment portfolio that is diversified across more than two dozen asset classes and sub-categories. | Financial Conglomerates | Portfolio Manager-Equities | |
Canada Pension Plan Investment Board Private Investments
 Canada Pension Plan Investment Board Private Investments Investment ManagersFinance Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Analyst Private Equity Investor | |
Computerized Portfolio Management Services, Inc.
 Computerized Portfolio Management Services, Inc. Data Processing ServicesTechnology Services Computerized Portfolio Management Services, Inc. is the North America's independent equity research firms. Since 1984, the company's staff of qualified professionals has been solely committed to providing a broad range of portfolio analysis and equity return enhancement products to the investment community. It has a reputation of delivering only the highest quality data. Its client list covers a very broad range of the investment community: institutional money managers, pension plans, institutional brokerage departments, financial planners and investment advisors. The company provides data to the companies in North America. | Data Processing Services | Corporate Officer/Principal Corporate Officer/Principal | |
| IBI GROUP INC. | Information Technology Services | Director/Board Member | |
Accelerator Centre
 Accelerator Centre Miscellaneous Commercial ServicesCommercial Services Accelerator Centre operates as a startup incubator. The firm helps their clients in building and scaling sustainable companies. The company was founded in 2006 and is headquartered in Waterloo, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
ReNew Power Pvt Ltd.
 ReNew Power Pvt Ltd. Engineering & ConstructionIndustrial Services Renew Power Ltd. produces renewable energy. The firm specializes in solar energy, wind energy, engineering procurement construction, clean energy, sustainability and sustainable development. It operates through Wind Power and Solar Power segments. The company was founded by Sumant Sinha in 2011 and is headquartered in Gurgaon, India. | Engineering & Construction | Director/Board Member | |
MaRS Discovery District (Venture Capital)
 MaRS Discovery District (Venture Capital) Investment ManagersFinance MaRS Discovery District (Venture Capital) is a venture capital subsidiary of MaRS Discovery District founded in 2000 by Murray McCaig. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor Corporate Officer/Principal Private Equity Investor | |
MITACS
 MITACS Miscellaneous Commercial ServicesCommercial Services MITACS builds partnerships between academia, industry, and the world to create a more innovative future. The non-profit company is based in Vancouver, Canada. The Canadian company offers research funding, training opportunities, and access to top research talent. John W. Hepburn has been the CEO of the company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin | |
| RENEW ENERGY GLOBAL PLC | Alternative Power Generation | Director/Board Member | |
Equis Development Pte Ltd.
 Equis Development Pte Ltd. Engineering & ConstructionIndustrial Services Equis Development Pte Ltd. provides infrastructure development and investment services. The company is based in Singapore, Singapore. and has subsidiaries in Australia. The CEOs are David Russell, Adam Ballin, Sung Woo Yang. The Singaporean company was founded in 2019. | Engineering & Construction | Director/Board Member |
Statistics
International
| Canada | 38 |
| United States | 5 |
| United Arab Emirates | 3 |
| Jamaica | 2 |
| India | 2 |
Sectoral
| Finance | 22 |
| Consumer Services | 11 |
| Commercial Services | 4 |
| Non-Energy Minerals | 3 |
| Health Services | 3 |
Operational
| Director/Board Member | 158 |
| Corporate Officer/Principal | 124 |
| Undergraduate Degree | 89 |
| Analyst-Equity | 71 |
| Graduate Degree | 43 |
Most connected contacts
| Insiders | |
|---|---|
| Kenneth D. Taylor | 31 |
| Matthew Come | 26 |
| Sachin Shah | 25 |
| Robin Bienenstock | 23 |
| Douglas Freel | 19 |
| Ronan Levy | 16 |
| Tom Rand | 14 |
| Robert Verbuck | 14 |
| Perry Ing | 14 |
| Joshua Gerstein | 13 |
| Jennifer Pereira | 12 |
| David Naylor | 11 |
| Matt Kunica | 11 |
| Peng Fu | 10 |
| Clifford Hale-Sanders | 10 |
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