Dave Paleczny
Portfolio Manager-Equities at Rae & Lipskie Investment Counsel, Inc.
Network origin in Dave Paleczny first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Rae & Lipskie Investment Counsel, Inc.
 Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds.
12
| Subsidiary | Investment Managers | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dave Paleczny via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Montreal Trust Company of Canada
 Montreal Trust Company of Canada Investment Trusts/Mutual FundsMiscellaneous Montreal Trust Co. of Canada offers financial and trust services to individuals, businesses and other types of organizations. It operates through a network of branches and offices throughout Canada. The company is headquartered in Montréal, Canada. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Mutual Life Assurance Co. of Canada
 Mutual Life Assurance Co. of Canada Life/Health InsuranceFinance Mutual Life Assurance Co. of Canada provides insurance and other financial services. Its services includes providing life insurance for automobiles and other investment management services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Life/Health Insurance | Portfolio Manager-Equities | |
Martin, Lucas & Seagram Ltd.
 Martin, Lucas & Seagram Ltd. Investment ManagersFinance Martin Lucas & Seagram Ltd. (MLS) is an independent Canadian investment counselling firm headquartered in Toronto, Ontario. Founded in 1952, MLS provides investment management services to individual investors and family groups as well as the trustees of endowment, estate and charitable funds. | Investment Managers | Portfolio Manager-Equities | |
| University of Toronto | College/University | Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree | |
| Carleton University | College/University | Undergraduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree | |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
United Financial Corp.
 United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Investment Managers | Corporate Officer/Principal | |
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 |
Statistics
International
| Canada | 15 |
Sectoral
| Finance | 9 |
| Consumer Services | 6 |
| Miscellaneous | 2 |
Operational
| Portfolio Manager-Equities | 17 |
| Corporate Officer/Principal | 7 |
| Undergraduate Degree | 7 |
| Chief Investment Officer | 3 |
| Chief Executive Officer | 2 |
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