John P. Pereira
Director of Finance/CFO at HollisWealth, Inc.
Profile
John P.
Pereira's current job(s) include being the Chief Financial Officer & Executive Vice President at HollisWealth, Inc. since 2009, a Member at Chartered Professional Accountants of Ontario, and an Assistant Controller at Investment Counsel Ltd.
since 1997.
Mr. Pereira's former job(s) include being the Chief Financial Officer & Vice President at Infinity Income Trust, the Chief Financial Officer & Executive Vice President at DPF India Opportunities Fund, the Chief Financial Officer & Executive Vice President at Goodman Gold Trust, and the Vice President at GCIC Ltd.
from 2004 to 2009.
Mr. Pereira obtained his undergraduate degree from the University of Toronto in 1991.
John P. Pereira active positions
Companies | Position | Start |
---|---|---|
HollisWealth, Inc.
HollisWealth, Inc. Investment ManagersFinance HollisWealth, Inc. provides asset management and financial advisement services. It offers diversified wealth management and investment solutions, including alternative and tax-advantaged products, capital markets and advisory services to financial advisors, institutions, corporations and foundations, and wealth management through independent financial advisors across Canada. Its products and services include banking investments, Dundee Select, investment programs, insurance, mortgages, and business services. The company was founded in 1998 and is headquartered in Toronto, Canada. | Director of Finance/CFO | 2000-12-31 |
Investment Counsel Ltd. | Corporate Officer/Principal | 2011-07-20 |
Chartered Professional Accountants of Ontario
Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | 2009-08-11 |
Former positions of John P. Pereira
Companies | Position | End |
---|---|---|
INFINITY INCOME TRUST | Director of Finance/CFO | 2013-03-24 |
GCIC Ltd.
GCIC Ltd. Investment ManagersFinance GCIC Ltd. provided investment advice. It also managed private client accounts included taxable foundations, estates and personal trusts. The company was founded in 1957 and is headquartered in Toronto, Canada. | Director of Finance/CFO | - |
GOODMAN GOLD TRUST | Director of Finance/CFO | - |
DPF India Opportunities Fund
DPF India Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous DPF India Opportunities Fund is a closed-end investment trust. Its investment objective is to invest up to 20% in private issuers operating primarily in India. The company was founded on August 2, 2007 and is headquartered in Toronto, Canada. | Director of Finance/CFO | - |
Training of John P. Pereira
University of Toronto | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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HollisWealth, Inc.
HollisWealth, Inc. Investment ManagersFinance HollisWealth, Inc. provides asset management and financial advisement services. It offers diversified wealth management and investment solutions, including alternative and tax-advantaged products, capital markets and advisory services to financial advisors, institutions, corporations and foundations, and wealth management through independent financial advisors across Canada. Its products and services include banking investments, Dundee Select, investment programs, insurance, mortgages, and business services. The company was founded in 1998 and is headquartered in Toronto, Canada. | Finance |
Investment Counsel Ltd. | |
Chartered Professional Accountants of Ontario
Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Commercial Services |
Infinity Income Trust
Infinity Income Trust Investment Trusts/Mutual FundsMiscellaneous Infinity Income Trust is a close-end investment trust. It was formed for the purpose of arranging and paying the selling commissions related to the distribution of units sold on a redemption charge basis. The company was founded on November 18, 1997 and is headquartered in Toronto, Canada. | Miscellaneous |
DPF India Opportunities Fund
DPF India Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous DPF India Opportunities Fund is a closed-end investment trust. Its investment objective is to invest up to 20% in private issuers operating primarily in India. The company was founded on August 2, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
Goodman Gold Trust
Goodman Gold Trust Investment Trusts/Mutual FundsMiscellaneous Goodman Gold Trust is a closed-end investment fund and investment trust. Its portfolio is diversified among precious metals, and securities of precious metals, minerals and mineral related issuers, as well as amongst junior, intermediate and senior issuers engaged in varying stages of exploration, development and production; different countries; securities of public and private issuers, including flow-through shares and illiquid securities; and merchant banking opportunities. The fund's investment objective is to provide Unit holders with inflation protection, capital preservation and long-term capital appreciation through investment in a portfolio consisting of precious metals and the securities of precious metal issuers, mineral issuers, and mineral related issuers. The company was founded on December 27, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
GCIC Ltd.
GCIC Ltd. Investment ManagersFinance GCIC Ltd. provided investment advice. It also managed private client accounts included taxable foundations, estates and personal trusts. The company was founded in 1957 and is headquartered in Toronto, Canada. | Finance |
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