Profile
Stephen Ellis formerly worked at Assante Corp., as Chief Operating Officer from 2000 to 2005, Haventree Holdings, Inc., as Secretary & Chief Compliance Officer, SS&C Financial Services International Ltd., as Chief Operating Officer, Credit Union Central of Ontario, as Treasurer from 2005 to 2008, Haventree Bank, as Chief Compliance Officer from 2016 to 2020, and Home Bank (Canada), as Chief Compliance & Risk Officer from 2011 to 2016.
Mr. Ellis received his graduate degree from Queen's University and undergraduate degree from Royal Military College of Canada.
Former positions of Stephen Ellis
| Companies | Position | End |
|---|---|---|
Haventree Bank
 Haventree Bank Finance/Rental/LeasingFinance Haventree Bank provides brokerage services. It offers mortgage solutions in the areas of self-business, bruised credit, and thin or no credit. The firm also provides online tools and resources for brokers to access the information, such as offers and incentives, events, originating documents, mortgage servicing documents, and others. The company was founded in 1990 and is headquartered in Toronto, Canada. | Compliance Officer | 01/10/2020 |
Home Bank (Canada)
 Home Bank (Canada) Regional BanksFinance Home Trust & Home Bank operates as a commercial bank. It provides personal banking products, investments, and mortgages. The company was founded by Peter M. Vukanovich and Karl Straky in 2006 and is headquartered in Oakville, Canada. | Compliance Officer | 01/01/2016 |
| Credit Union Central of Ontario | Treasurer | 01/01/2008 |
Assante Corp.
 Assante Corp. Investment ManagersFinance Assante Corp. provides integrated wealth management solutions. Its services include investment advice, portfolio management, tax planning, insurance, and estate planning services. The company was founded in 1995 and is headquartered in Toronto, Canada. | Chief Operating Officer | 01/01/2005 |
| EQUITY FINANCIAL HOLDINGS INC | Compliance Officer | - |
Training of Stephen Ellis
| Queen's University | Graduate Degree |
| Royal Military College of Canada | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Assante Corp.
Assante Corp. Investment ManagersFinance Assante Corp. provides integrated wealth management solutions. Its services include investment advice, portfolio management, tax planning, insurance, and estate planning services. The company was founded in 1995 and is headquartered in Toronto, Canada. | Finance |
Haventree Holdings, Inc.
 Haventree Holdings, Inc. Investment Banks/BrokersFinance Haventree Holdings, Inc. operates as a financial services company serving the alternative retail mortgage market. The firm through its subsidiary offers residential mortgage loans on single family homes in Ontario through a network of independent mortgage brokers. The company was founded on September 14, 2001 and is headquartered in Toronto, Canada. | Finance |
SS&C Financial Services International Ltd.
 SS&C Financial Services International Ltd. Investment Banks/BrokersFinance Founded in 1992, SS&C Financial Services International Ltd. is a part of SS&C Technologies Holdings, Inc. that provides investor record keeping and transfer agency services. The company is based in Basildon, UK. | Finance |
| Credit Union Central of Ontario | Finance |
Haventree Bank
Haventree Bank Finance/Rental/LeasingFinance Haventree Bank provides brokerage services. It offers mortgage solutions in the areas of self-business, bruised credit, and thin or no credit. The firm also provides online tools and resources for brokers to access the information, such as offers and incentives, events, originating documents, mortgage servicing documents, and others. The company was founded in 1990 and is headquartered in Toronto, Canada. | Finance |
Home Bank (Canada)
Home Bank (Canada) Regional BanksFinance Home Trust & Home Bank operates as a commercial bank. It provides personal banking products, investments, and mortgages. The company was founded by Peter M. Vukanovich and Karl Straky in 2006 and is headquartered in Oakville, Canada. | Finance |
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