![David R. Morris](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in David R. Morris first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Cape Town
94
| College/University | Other Consumer Services | 94 |
Sceptre Investment Counsel Ltd.
![]() Sceptre Investment Counsel Ltd. Investment ManagersFinance Sceptre Investment Counsel Ltd. provides financial planning services to its clients. It provides services to corporations, governments, hospitals, charitable foundations, endowments, universities, unions, high net-worth individuals, reserve funds of insurance companies, estates, trusts, and private corporations. The company was founded on November 22, 1955 and is headquartered in Toronto, Canada.
31
| Extinct | Investment Managers | 31 |
Sceptre Investment Counsel Ltd. (Investment Management)
![]() Sceptre Investment Counsel Ltd. (Investment Management) Investment ManagersFinance Sceptre Investment Counsel Ltd. (TSE: SZ), incorporated in 1955, has been in its present form since 1971. Based in Toronto, Sceptre is one of Canada's largest institutional fund managers. In September 2000, Sceptre announced a strategic alliance with Putnam Investments, Inc. Sceptre became the exclusive marketing agent of Putnam's institutional investment products in Canada. Their Canadian equity and income funds include: the Sceptre Money Market Fund, the Sceptre Bond Fund, the Sceptre Private Client Bond Fund, the Sceptre High Income Fund, the Sceptre Income & Growth Fund, the Sceptre Canadian Equity Fund, the Sceptre Private Client Canadian Equity Fund and the Sceptre Equity Growth Fund. Sceptre's mutual funds include the Sceptre Income & Growth Fund, the Sceptre Bond Fund, Sceptre High Income Fund, the Sceptre Canadian Equity Fund, the Sceptre Equity Growth Fund, the Sceptre Global Equity Fund and the Sceptre Money Market Fund. Their institutional products include the Balanced Pool Fund, the Endowment, Foundations and Trusts (EFT) Pooled Fund, the Equity Pool, the Canadian Equity Pool, the Small-Cap Canadian Equity Pool, the Bond Pool, the Foreign Equity Pool and the Institutional Pooled Fund.
29
| Extinct | Investment Managers | 29 |
Subsidiary | Investment Managers | 29 | |
O'Donnell Capital Group, Inc.
![]() O'Donnell Capital Group, Inc. Investment ManagersFinance James O'Donnell founded O'Donnell Asset Management Corp. (OAM), manager of the Emerging Companies Fund, in January 2002. The firm is located in North York, Ontario.
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David R. Morris via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
BANK OF MONTREAL | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Royal Trust Corp. of Canada
![]() Royal Trust Corp. of Canada Investment ManagersFinance Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
ANGLO AMERICAN PLC | Other Metals/Minerals | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
OM Residual UK Ltd.
![]() OM Residual UK Ltd. Financial ConglomeratesFinance OM Residual UK Ltd. is a holding company which engages in the international investment, savings, insurance, and banking businesses. It focuses on emerging markets such as life insurance, property and casualty, asset management, and banking. The company was founded in 1845 and is headquartered in London, the United Kingdom. | Financial Conglomerates | Chief Operating Officer Corporate Officer/Principal | |
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 Analyst-Equity Corporate Officer/Principal | |
Försäkringsaktiebolaget Skandia
![]() Försäkringsaktiebolaget Skandia Investment ManagersFinance Försäkringsaktiebolaget Skandia, part of the Old Mutual Group, is a supplier of solutions for financial security and long-term savings. The company was founded in 1855 and is headquartered in Stockholm, Sweden. | Investment Managers | Chairman Chairman | |
BARRICK GOLD CORPORATION | Precious Metals | Director/Board Member Director/Board Member | |
ONEX Canada Asset Management, Inc. (Investment Management)
![]() ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients. | Investment Managers | Director of Research - Fxd Inc Founder Chief Investment Officer Founder Chief Investment Officer Chief Executive Officer Chief Executive Officer Portfolio Manager-Fixed Income | |
STANDARD BANK GROUP LIMITED | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal | |
SANLAM LIMITED | Property/Casualty Insurance | Chief Executive Officer Director/Board Member | |
MTN GROUP LIMITED | Wireless Telecommunications | Director/Board Member Director/Board Member | |
Old Mutual Life Assurance Co. (South Africa) Ltd.
![]() Old Mutual Life Assurance Co. (South Africa) Ltd. Investment ManagersFinance Old Mutual Life Assurance Co. (South Africa) Ltd. (Old Mutual South Africa) is the South African life insurance subsidiary of Great Britain-based OM Residual UK Ltd. They are ultimately held by of Old Mutual Ltd. (JSE: OMU), an African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. Headquartered in Cape Town, the firm was founded in 1845 and was originally known as the South African Mutual Life Assurance Society. Old Mutual South Africa offers an array of life assurance-based solutions and short-term insurance to individuals, small and medium-sized businesses and corporates in South Africa, the rest of Africa and certain other emerging markets. | Investment Managers | Chairman Director/Board Member | |
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Peters & Co. Ltd.
![]() Peters & Co. Ltd. Investment Banks/BrokersFinance Founded in 1971, Peters & Co. Ltd. is an independent, fully integrated investment firm headquartered in Calgary, Ontario. The firm specializes in investments in the Canadian oil and natural gas and oilfield services industries. They provides investment services to institutional investors and private clients. Peters & Co. employs their own trading group and performs specialized and comprehensive investment research. They are an active underwriter for, and financial advisor to, companies active in the Canadian energy industry. Peters & Co. is a member of the CIPF. | Investment Banks/Brokers | Analyst-Equity Director/Board Member | |
Cumberland Private Wealth Management, Inc.
![]() Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Credit Suisse Securities (Canada), Inc
![]() Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Cambridge | College/University | Graduate Degree Doctorate Degree Doctorate Degree | |
Sanlam Life Insurance Ltd.
![]() Sanlam Life Insurance Ltd. Investment ManagersFinance Sanlam Life Insurance Ltd. provides life insurance services. It offers life, funeral cover, disability cover, income protection, critical illness insurance products, medical aid, gap cover insurance vehicle, house contents, building and all risk insurance products. The company was founded in 1918 and is headquartered in Bellville, South Africa. | Investment Managers | Chief Executive Officer Director/Board Member | |
McGill University | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree Director/Board Member Undergraduate Degree | |
Old Mutual Group Holdings (SA) Pty Ltd.
![]() Old Mutual Group Holdings (SA) Pty Ltd. Multi-Line InsuranceFinance Old Mutual Group Holdings (SA) Pty Ltd. provides life assurance, asset management, and banking services. It offers life, disability, and health insurance, retirement savings, and investment products to individuals and groups. The company is headquartered in Cape Town, South Africa. | Multi-Line Insurance | Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Dalhousie University | College/University | Masters Business Admin Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
University of Manitoba | College/University | Undergraduate Degree Undergraduate Degree | |
University of Windsor | College/University | Undergraduate Degree Undergraduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
KPMG LLP (Canada)
![]() KPMG LLP (Canada) Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of accounting, tax preparation, and advisory services. It also offers auditing, internal audit, regulatory and compliance, corporate recovery, and forensic accounting, and risk management services. The company was founded in 1869 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | President Corporate Officer/Principal | |
University of the Witwatersrand | College/University | Undergraduate Degree Graduate Degree | |
University of Stellenbosch | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Porter Airlines, Inc.
![]() Porter Airlines, Inc. AirlinesTransportation Porter Airlines Inc. engages in the provision of air transportation services. It offers airport passenger lounge, in-flight, travel agency, and corporate travel services. The company was founded by Robert J. Deluce on February 2, 2006 and is headquartered in Toronto, Canada. | Airlines | Chairman Director/Board Member | |
Ontario Bar Association
![]() Ontario Bar Association Miscellaneous Commercial ServicesCommercial Services Ontario Bar Association operates as the voice of Canada’s legal profession. The firm represents lawyers, judges, notaries, law teachers and law students from across the province. It specializes in advocacy, practice area sanctions, professional development programs, and law reform and law amendment. The company was founded in 1896 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Jewish Foundation of Greater Toronto | Director/Board Member Director/Board Member | ||
Skandia Group Försäkrings AB
![]() Skandia Group Försäkrings AB Investment ManagersFinance Skandia Group Försäkrings AB provides provides solutions for long-term savings and investments. The company was founded in 1855 and is headquartered in Stockholm, Sweden. | Investment Managers | Chairman Director/Board Member | |
Inspired Evolution Investment Management (Pty) Ltd.
![]() Inspired Evolution Investment Management (Pty) Ltd. Investment ManagersFinance Inspired Evolution Investment Management (Pty) Ltd (Inspired Evolution) is a private equity firm founded in 2007 by Christopher Clarke. The firm is headquartered in Cape Town, South Africa. | Investment Managers | Private Equity Investor Director/Board Member | |
Portfolio Management Association of Canada
![]() Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
Psitek Pty Ltd.
![]() Psitek Pty Ltd. Specialty TelecommunicationsCommunications Psitek Pty Ltd. develops solutions using cellular and wireless technologies to provide access to voice and data services. The company was founded in 1990 and is headquartered in Cape Town, South Africa. | Specialty Telecommunications | Chief Executive Officer Chief Executive Officer | |
FIERA CAPITAL CORPORATION | Investment Managers | Corporate Officer/Principal Director/Board Member | |
Independent Regulatory Board for Auditors | Director/Board Member President | ||
Fiera Capital Corp. (Investment Management)
![]() Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia. | Investment Managers | Analyst-Fixed Income Market Strategist Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Investment Committee Member Portfolio Manager-Equities | |
Old Mutual Emerging Markets (Pty) Ltd.
![]() Old Mutual Emerging Markets (Pty) Ltd. Financial ConglomeratesFinance Part of Old Mutual Ltd., Old Mutual Emerging Markets (Pty) Ltd. is an investment holding South African company. The company is based in Cape Town, South Africa. Mthandazo Peter Moyo has been the CEO of the company since 2017. | Financial Conglomerates | Chairman Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Richardson Wealth (USA) Ltd. (Investment Management)
![]() Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities |
Statistics
International
Canada | 29 |
South Africa | 13 |
United Kingdom | 5 |
United States | 4 |
Sweden | 3 |
Sectoral
Finance | 26 |
Consumer Services | 15 |
Commercial Services | 4 |
Non-Energy Minerals | 3 |
Communications | 3 |
Operational
Director/Board Member | 394 |
Corporate Officer/Principal | 202 |
Undergraduate Degree | 102 |
Chairman | 81 |
Independent Dir/Board Member | 73 |
Most connected contacts
Insiders | |
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Andrew Seaton Birrell | 43 |
Mario Pretorius | 43 |
Donald J. Carty | 34 |
Paul Hanratty | 29 |
Clifford Rosenberg | 27 |
Nancy Lockhart | 25 |
Abubaker Varachhia | 23 |
Mamphela Aletta Ramphele | 20 |
Wilfred Gobert | 19 |
Ira Gluskin | 17 |
Owen Ryan | 17 |
Bruce Walter | 17 |
Thomas Carey MacMillan | 16 |
Simon Crosby | 16 |
Charles Edward Walters | 16 |
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