Network origin in Cassie Chan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
55
| Subsidiary | Investment Banks/Brokers | 55 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Cassie Chan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Calgary | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
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 Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
Haywood Securities, Inc.
 Haywood Securities, Inc. Investment Banks/BrokersFinance Founded in 1981, Haywood Securities Inc. is a broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary and Toronto. The firm offers a full array of investment services. Their research focuses on companies in the mining, oil & gas, biotechnology, telecommunications and technology sectors. They focus on young companies that are built around innovative ideas and offer the potential for rapid growth. Haywood Securities is a member of the Toronto Stock Exchange, the TSX Venture Exchange, the Montreal Exchange, the Canadian Trading and Quotation System, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. They are also registered to transact securities business in the U.S. and are a member of the NASD. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Alberta | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Raymond James Ltd. (Broker)
 Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| University of Western Ontario | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| York University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin | |
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 | |
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 Analyst-Equity Analyst-Equity | |
| Rotman School of Management | College/University | Masters Business Admin Masters Business Admin | |
UBS Securities Canada, Inc.
 UBS Securities Canada, Inc. Investment Banks/BrokersFinance UBS Securities Canada, Inc. is a Canadian investment bank and securities firm headquartered in Toronto, Ontario. The firm is a subsidiary of UBS Holding Canada Ltd. and their ultimate parent is UBS AG (NYSE: UBS) in US. UBS Securities Canada provides execution services for their clients' orders. They consider factors such as price, size of the order, the potential for price improvement, the speed of execution, the certainty of execution, trading characteristics of the security, and the overall cost of the transaction when costs are passed on to clients. In addition, prevailing market conditions are taken into consideration when manually handling a client order, such as the direction of the market for the security, the depth of the posted market, the last sale price and volumes of previous trades, the size of the spread, and the liquidity of the security. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
Helios Capital Corp. (Canada)
 Helios Capital Corp. (Canada) Investment Banks/BrokersFinance Helios Capital Corp. focuses on commodity investing and advisory with a specialty in energy and mining for both private and public opportunities. It also focuses on global energy, services, renewable energy investments as well as mining opportunities. The company was founded by Christopher Brown in 2016 and is headquartered in Calgary, Canada. | Investment Banks/Brokers | Chief Executive Officer Chief Operating Officer | |
Eight Capital
 Eight Capital Investment Banks/BrokersFinance Eight Capital is a 100% principal-owned, Canadian investment dealer headquartered in Toronto, Ontario. It has additional offices in Calgary, Alberta and Montreal, Quebec. The firm was founded in 2016 as Dundee Capital Partners. They offer investment banking, equity research and institutional sales & trading services to retail and institutional clients. Eight Capital provide their clients with timely market insights (with the assistance of their equity research team) across all the investment disciplines: fundamental, technical, and quantitative. Beyond the traditional market access trading provides, their traders work with clients to find unique liquidity solutions, and discreet trading solutions for large blocks of stock. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
| Concordia University | College/University | Masters Business Admin Undergraduate Degree | |
Paradigm Capital, Inc.
 Paradigm Capital, Inc. Investment Banks/BrokersFinance Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF. | Investment Banks/Brokers | Trading-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 | Corporate Officer/Principal Analyst-Equity | |
Echelon Wealth Partners, Inc.
 Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| CANACCORD GENUITY GROUP INC. | Investment Banks/Brokers | Corporate Officer/Principal Treasurer | |
PI Financial Corp.
 PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Investment Banks/Brokers | Corporate Officer/Principal Chief Executive Officer | |
| Manipal Institute of Technology | College/University | Undergraduate Degree | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity | |
| PRAIRIE STORM RESOURCES CORP. | Financial Conglomerates | Director/Board Member | |
| Thompson Rivers University | College/University | Undergraduate Degree | |
| University of Saskatchewan | College/University | Undergraduate Degree | |
| CONVERGE TECHNOLOGY SOLUTIONS CORP. | Packaged Software | Director/Board Member | |
| WESTJET AIRLINES LTD. | Airlines | Corporate Officer/Principal | |
Needham & Co. LLC
 Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Analyst-Equity | |
| REGEN III CORP. | Industrial Specialties | Corporate Officer/Principal | |
SmartCentres, Inc.
 SmartCentres, Inc. Engineering & ConstructionIndustrial Services SmartCentres, Inc. develops and designs outdoor malls and shopping centers. The company is headquartered in Vaughan, Canada. | Engineering & Construction | Corporate Officer/Principal | |
| SMARTCENTRES REAL ESTATE INVESTMENT TRUST | Real Estate Investment Trusts | Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
Hatch, Inc.
 Hatch, Inc. Information Technology ServicesTechnology Services Hatch, Inc. supplies technology and classroom material solutions. It offers early childhood technology, learning, education supplies, and education technology. The company was founded in 1982 and is headquartered in Winston-Salem, NC. | Information Technology Services | Corporate Officer/Principal | |
| ROGERS COMMUNICATIONS INC. | Wireless Telecommunications | Corporate Officer/Principal | |
| Colorado School of Mines | College/University | Graduate Degree | |
Earlston Investments Corp.
 Earlston Investments Corp. Investment ManagersFinance Earlston Investments Corp. provides financing and business advisory services. Its solution includes real estate lending and resource lending. The company is headquartered in Vancouver, Canada. | Investment Managers | Corporate Officer/Principal | |
| NEWMONT CORPORATION | Precious Metals | Corporate Officer/Principal |
Statistics
International
| Canada | 43 |
| United States | 8 |
| India | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 16 |
| Industrial Services | 3 |
| Technology Services | 3 |
| Energy Minerals | 3 |
Operational
| Analyst-Equity | 117 |
| Corporate Officer/Principal | 78 |
| Undergraduate Degree | 44 |
| Director/Board Member | 30 |
| Masters Business Admin | 17 |
Most connected contacts
| Insiders | |
|---|---|
| Shant Poladian | 17 |
| J. Kozak | 15 |
| Eric Zaunscherb | 12 |
| Tony Lesiak | 12 |
| Scott McLean | 11 |
| Jim Brophy | 10 |
| Wendell Zerb | 9 |
| Joe Mazumdar | 9 |
| Adam Peter Melnik | 8 |
| Kevin Wright | 8 |
| Shawn Ghazikalaye | 8 |
| Mark Lucey | 8 |
| David Galison | 8 |
| James Magee | 7 |
| Christopher Brown | 7 |
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