Network origin in George Zhao first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The University of Waterloo
107
| College/University | Other Consumer Services | 107 |
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.
45
| Subsidiary | Investment Managers | 45 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to George Zhao via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Trading-Equity Portfolio Manager-Fixed Income | |
Franklin Templeton Investments Corp.
 Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTIC) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and is a wholly-owned subsidiary of Templeton International, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FTIC provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Investment Committee Member Analyst-Equity | |
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 Market Strategist Analyst-Equity Economist | |
| PRECIOUS METALS AND MINING TRUST | Investment Trusts/Mutual Funds | President | |
| Rotman School of Management | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
| CI FINANCIAL CORP. | Investment Managers | President | |
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 | Analyst-Equity Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
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 | Analyst-Equity Head-Equity Investments | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Analyst-Equity 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 | Corporate Officer/Principal Analyst-Equity | |
Highstreet Asset Management, Inc.
 Highstreet Asset Management, Inc. Investment ManagersFinance Founded in 1998, Highstreet Asset Management, Inc. is a mutual fund manager and registered investment advisor located in London, Ontario. The firm is a wholly-owned subsidiary of AGF Management Ltd. They manages portfolios for pension plans, corporate investors, foundations and high net-worth families. Their Canadian clients include universities and some of Canada’s largest pension plans. | Investment Managers | Analyst-Equity Analyst-Equity | |
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-Fixed Income Analyst-Equity | |
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 | |
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 | |
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. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Trading-Equity Trading-Equity | |
Barometer Capital Management, Inc.
 Barometer Capital Management, Inc. Investment ManagersFinance Barometer Capital Management, Inc. (Barometer) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded in 2006 through a management buyout of Rockwater Asset Management, Inc. Barometer manages investment portfolios for high-net-worth individuals, endowments, foundations, partnerships, corporations, public funds and pension trusts throughout Canada and internationally. | Investment Managers | Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
Janna Systems, Inc.
 Janna Systems, Inc. Packaged SoftwareTechnology Services Part of Oracle Corp., Janna Systems, Inc. is a Canadian company that designs, develops, markets, and supports relationship management software. The company is based in Toronto, Canada. Janna Systems was acquired by Siebel Systems, Inc. on November 16, 2000 for $960.37 million. The company was founded by Elliott W. Knox and William M. Tatham. | Packaged Software | Director/Board Member Chief Executive Officer | |
| York University | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin | |
| Queen's University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree | |
| Memorial University of Newfoundland | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| McMaster University | College/University | Doctorate Degree Doctorate 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 Undergraduate Degree Graduate Degree Undergraduate Degree | |
Birch Hill Equity Partners Management, Inc.
 Birch Hill Equity Partners Management, Inc. Investment ManagersFinance Birch Hill Equity Partners Management, Inc (Birch Hill Equity Partners) is a private equity firm founded in 1994 by Steve J Dent and John B MacIntyre. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor Director of Finance/CFO Comptroller/Controller/Auditor | |
Veritas Investment Research Corp.
 Veritas Investment Research Corp. Investment ManagersFinance Veritas Investment Research Corp. (Veritas) is an independent equity research firm headquartered in Toronto, Canada. The firm was founded in 2000 by Michael Palmer and Anthony Scilipoti. Veritas provides in-depth analysis of Canadian and international companies, identifying upside and downside catalysts. Their unique forensic accounting-based research approach has proven that a careful understanding of financial information is the key to a secure investment decision. | Investment Managers | Analyst-Equity Analyst-Equity | |
Macquarie Capital Markets Canada Ltd.
 Macquarie Capital Markets Canada Ltd. Investment Banks/BrokersFinance Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks. | Investment Banks/Brokers | Institutional Sales Analyst-Equity | |
Canoe Financial LP
 Canoe Financial LP Investment ManagersFinance Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors. | Investment Managers | Portfolio Manager-Equities | |
The George Hull Centre for Children & Families
 The George Hull Centre for Children & Families Services to the Health IndustryHealth Services The George Hull Centre for Children & Families offers child and youth mental health services. The firm offers counselling services including assessment and treatment planning, individual, group and family therapy; group programs for children, youth and parents; day treatment-educational and therapeutic interventions in small classroom settings and substance abuse treatment for adolescents: and residential treatment for adolescents. The company is headquartered in Toronto, Canada. | Services to the Health Industry | Director/Board Member | |
Canaccord Genuity Corp.
 Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
StartUp Health LLC
 StartUp Health LLC Investment ManagersFinance StartUp Health LLC (StartUp Health) is a venture capital firm founded in 2011 by Unity Stoakes and Steven H. Krein. The firm is headquartered in New York, with an additional office in California. | Investment Managers | Corporate Officer/Principal | |
| CI FIRST ASSET CANADIAN REIT ETF | Real Estate Investment Trusts | Chief Operating Officer | |
Hang Sang Siu Po Holding Ltd.
 Hang Sang Siu Po Holding Ltd. MiscellaneousMiscellaneous Hang Sang Siu Po Holding Ltd. functions as an investment holding Chinese company. The private company is based in Hong Kong, Hong Kong. | Miscellaneous | Director/Board Member | |
WealthBar Financial Services, Inc.
 WealthBar Financial Services, Inc. Miscellaneous Commercial ServicesCommercial Services WealthBar Financial Services, Inc. engages in the provision of an online wealth management and financial planning platform. It offers online investing portfolios and exchange-traded funds along with commission-free advice. The company was founded by Tea Nicola and Chris Nicola in 2013 and is headquartered in Vancouver, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
| CI INVESTMENT GRADE BOND ETF - DISTRIBUTING - CAD | Investment Trusts/Mutual Funds | Chief Operating Officer | |
Pioneer Fund/NY/
 Pioneer Fund/NY/ Investment ManagersFinance Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Investor Private Equity Investor | |
| NEXJ SYSTEMS INC. | Packaged Software | Director/Board Member Founder | |
| Expeflow, Inc. | Chairman Director/Board Member | ||
Atomic Management LLC
 Atomic Management LLC Investment ManagersFinance Atomic Management LLC (Atomic) is a venture capital firm founded in 2012 by Jack Abraham and Andrew Dudum. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor |
Statistics
International
| Canada | 46 |
| United States | 5 |
| Hong Kong | 2 |
Sectoral
| Finance | 29 |
| Miscellaneous | 9 |
| Consumer Services | 9 |
| Technology Services | 4 |
| Health Services | 2 |
Operational
| Undergraduate Degree | 102 |
| Corporate Officer/Principal | 88 |
| Analyst-Equity | 85 |
| Director/Board Member | 79 |
| Portfolio Manager-Equities | 53 |
Most connected contacts
| Insiders | |
|---|---|
| Kevin G. Lynch | 41 |
| Lee Goldman | 25 |
| William M. Tatham | 18 |
| Darie Urbanky | 16 |
| Blair Schultz | 15 |
| Stefan Quenneville | 12 |
| Judson Whiteside | 12 |
| K. Ian McPhee | 11 |
| James Julian Dutkiewicz | 10 |
| Roger Mortimer | 8 |
| Ryan P. Fitzgerald | 8 |
| David Eva | 8 |
| Stephen Lingard | 7 |
| Ali Pervez | 7 |
| Patrick Chung | 7 |
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