Jo Perez
Trading-Equity at Robert Evans Investment Counsel Ltd.
Network origin in Jo Perez first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Robert Evans Investment Counsel Ltd.
 Robert Evans Investment Counsel Ltd. Investment ManagersFinance Robert Evans Investment Counsel Ltd. (Evans Investment Counsel) is an independent investment adviser headquartered in Toronto, Ontario. The firm was founded by Robert D. Evans in 1988. Evans Investment Counsel provides investment management services to a number of high-net-worth individuals, families, private foundations and business owners.
8
| Private Company | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jo Perez via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| The Schulich School of Business | College/University | Masters Business Admin Undergraduate Degree | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Princeton University | College/University | Undergraduate Degree | |
| University of Toronto | College/University | Masters Business Admin | |
First Manhattan Consulting Group LLC
 First Manhattan Consulting Group LLC Miscellaneous Commercial ServicesCommercial Services First Manhattan Consulting Group LLC provides omni-channel marketing services. Its services include small business and consumer direct mail campaigns, digital marketing campaigns, and intellectual property and data assets. The company was founded by James M. McCormick and Robert M. Tetenbaum and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Western Ontario | College/University | Undergraduate Degree | |
| University of Windsor | College/University | Masters Business Admin | |
CI Private Counsel LP
 CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Investment Managers | Portfolio Manager-Equities | |
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 | Corporate Officer/Principal | |
Royal Bank of Canada Asset Management
 Royal Bank of Canada Asset Management Investment ManagersFinance Part of Royal Bank of Canada, Royal Bank of Canada Asset Management is a company based in Toronto, Canada. | Investment Managers | Corporate Officer/Principal | |
| University of Victoria | College/University | Undergraduate Degree | |
| Rotman School of Management | College/University | Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree |
Statistics
International
| Canada | 14 |
| United States | 3 |
Sectoral
| Consumer Services | 9 |
| Finance | 7 |
| Commercial Services | 2 |
Operational
| Portfolio Manager-Equities | 8 |
| Undergraduate Degree | 7 |
| Corporate Officer/Principal | 6 |
| Analyst-Equity | 5 |
| Masters Business Admin | 3 |
Most connected contacts
| Insiders | |
|---|---|
| Nico Cape | 7 |
| Daryl Martin | 5 |
| Rob Evans | 3 |
| Don Barber | 2 |
| Mike Wood | 2 |
| Frank You | 2 |
| Michelle Mark | 2 |
| Keith William Martin | 1 |
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