Claude Dalphond
Director/Board Member at HollisWealth, Inc.
Profile
Claude Dalphond is a professional with a background in finance.
He is currently a Director at HollisWealth, Inc. and SITQ International, Inc. He previously held positions as Chairman & President at Global Diversified Investment Grade Income Trust and Global Diversified Investment Grade Income Trust II.
He also served as a Director at CanCap Preferred Corp., Ivanhoé Cambridge, Inc., Diversified Investment Grade Income Trust Series 1, DWM, Inc., Metcalfe & Mansfield Capital Corp., and Manager at National Bank Trust, Inc. Dalphond received his undergraduate degree from HEC Montréal in 1961.
Claude Dalphond active positions
| Companies | Position | Start |
|---|---|---|
HollisWealth, Inc.
 HollisWealth, Inc. Investment ManagersFinance HollisWealth, Inc. provides asset management and financial advisement services. It offers diversified wealth management and investment solutions, including alternative and tax-advantaged products, capital markets and advisory services to financial advisors, institutions, corporations and foundations, and wealth management through independent financial advisors across Canada. Its products and services include banking investments, Dundee Select, investment programs, insurance, mortgages, and business services. The company was founded in 1998 and is headquartered in Toronto, Canada. | Director/Board Member | 11/05/2007 |
SITQ International, Inc.
 SITQ International, Inc. Real Estate DevelopmentFinance SITQ International, Inc. operates a Canadian real-estate management company. The company is based in Montréal, Canada and ultimately controlled by the Province of Québec. | Director/Board Member | 12/08/2009 |
Former positions of Claude Dalphond
| Companies | Position | End |
|---|---|---|
National Bank Trust, Inc.
 National Bank Trust, Inc. Investment ManagersFinance National Bank Trust, Inc. (NBT) is a Canadian investment advisory firm headquartered in Montréal, Quebec. Founded in 1927, the firm was formerly known as General Trust of Canada and changed its name to National Bank Trust, Inc. in January 2001. They are a subsidiary of National Bank of Canada (TSE: NA). NBT offers specialized trust and asset management services to their institutional clients. | Corporate Officer/Principal | 01/06/2000 |
| GLOBAL DIVERSIFD. INVST.GRD INCM TRST II | Chairman | - |
| Metcalfe & Mansfield Capital Corp. | Director/Board Member | - |
| GLOBAL DIVERSIFIED INVESTMENT GRADE INCM | Chairman | - |
DWM, Inc.
 DWM, Inc. Miscellaneous Commercial ServicesCommercial Services DWM, Inc. provides asset management services and financial advising. The company is headquartered in Toronto, Canada. | Director/Board Member | - |
Training of Claude Dalphond
| HEC Montréal | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Ivanhoé Cambridge, Inc.
 Ivanhoé Cambridge, Inc. Real Estate DevelopmentFinance Ivanho? Cambridge, Inc. provides real estate management and development services. It specializes in investment, development, leasing, asset management, and operations. The company was founded in 1953 and is headquartered in Montreal, Canada. | Finance |
HollisWealth, Inc.
HollisWealth, Inc. Investment ManagersFinance HollisWealth, Inc. provides asset management and financial advisement services. It offers diversified wealth management and investment solutions, including alternative and tax-advantaged products, capital markets and advisory services to financial advisors, institutions, corporations and foundations, and wealth management through independent financial advisors across Canada. Its products and services include banking investments, Dundee Select, investment programs, insurance, mortgages, and business services. The company was founded in 1998 and is headquartered in Toronto, Canada. | Finance |
| CanCap Preferred Corp. | Miscellaneous |
| Diversified Investment Grade Income Trust Series 1 | Miscellaneous |
DWM, Inc.
DWM, Inc. Miscellaneous Commercial ServicesCommercial Services DWM, Inc. provides asset management services and financial advising. The company is headquartered in Toronto, Canada. | Commercial Services |
SITQ International, Inc.
SITQ International, Inc. Real Estate DevelopmentFinance SITQ International, Inc. operates a Canadian real-estate management company. The company is based in Montréal, Canada and ultimately controlled by the Province of Québec. | Finance |
Global Diversified Investment Grade Income Trust
 Global Diversified Investment Grade Income Trust Investment Trusts/Mutual FundsMiscellaneous Global Diversified Investment Grade Income Trust is a close-end investment fund and investment trust. The company is headquartered in Montreal, Canada. | Miscellaneous |
Global Diversified Investment Grade Income Trust II
 Global Diversified Investment Grade Income Trust II Investment Trusts/Mutual FundsMiscellaneous Global Diversified Investment Grade Income Trust II engages in the provision of economic interest in an equity tranche of credit default swap agreements in respect of portfolios of mortgage-backed securities, asset-backed securities, structured finance securities, synthetic corporate exposures and other fixed-income securities. The company was founded February 28, 2005 and is headquartered in Montréal, Canada. | Miscellaneous |
| Metcalfe & Mansfield Capital Corp. | |
National Bank Trust, Inc.
National Bank Trust, Inc. Investment ManagersFinance National Bank Trust, Inc. (NBT) is a Canadian investment advisory firm headquartered in Montréal, Quebec. Founded in 1927, the firm was formerly known as General Trust of Canada and changed its name to National Bank Trust, Inc. in January 2001. They are a subsidiary of National Bank of Canada (TSE: NA). NBT offers specialized trust and asset management services to their institutional clients. | Finance |
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