Patrick Kealey
Analyst-Equity at Echelon Wealth Partners, Inc.
Network origin in Patrick Kealey first degree
Entity | Entity type | Industry | |
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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.
25
| Subsidiary | Investment Banks/Brokers | 25 |
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.
24
| Subsidiary | Investment Banks/Brokers | 24 |
Carleton University
7
| College/University | Other Consumer Services | 7 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patrick Kealey via their personal network
Company | Sector | Related people | Main position |
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KINROSS GOLD CORPORATION | Precious Metals | Analyst-Equity | |
Cormark Securities, Inc.
Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Analyst-Equity | |
University of Regina | College/University | Undergraduate Degree | |
Rotman School of Management | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
ATB Capital Markets, Inc.
ATB Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 2010 by George Gosbee, AltaCorp Capital Inc. is an institutional financial advisory and brokerage firm headquartered in Calgary, Alberta, Canada. The firm offers a full spectrum of value-added financial and advisory services to corporations in across various stages of development. Their products and services include corporate mergers and acquisition advisory, equity financings, asset acquisitions and divestitures advisory, institutional sales and trading and institutional equity research. AltaCorp Capital focuses on key drivers of the Western Canadian economy that are global in scope including energy, agri-industry and diversified industries, with overlap into interdependent subsectors. The firm's research includes macro analysis, theme pieces, daily notes, corporate reviews, quarterly and annual overviews and other relevant market/sector issues. AltaCorp Capital's Institutional Sales and Trading team has expertise in both national and global trading markets and are fully integrated within an expansive network of long-standing relationships with institutional clients. They offer execution in trading securities and relevant and timely placing of new offers/issues. The firm also offers execution in institutional block trading and an industry leading technical platform. AltaCorp maintains a strategic relationship with ATB Financial, a full-service financial institution headquartered in Edmonton, Alberta. | Investment Banks/Brokers | Analyst-Equity | |
AGF Investments, Inc.
AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Investment Managers | Analyst-Equity | |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Imperial College London | College/University | Graduate Degree | |
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 | |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity | |
Desjardins Securities, Inc.
Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Director of Research - Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
McGill University | College/University | Undergraduate Degree Undergraduate Degree | |
Hydro Ottawa Holding, Inc.
Hydro Ottawa Holding, Inc. Electric UtilitiesUtilities Hydro Ottawa Holding, Inc. engages in the generation and distribution of electricity. It also engages in renewable energy generation and energy conversation services. The company was founded on October 3, 2000 and is headquartered in Ottawa, Canada. | Electric Utilities | Director/Board Member | |
Queen's University | College/University | Undergraduate Degree | |
Concordia University | College/University | Undergraduate Degree | |
University of London | College/University | Undergraduate Degree | |
University of Alberta | College/University | Undergraduate Degree Undergraduate Degree | |
Trinity Western University | College/University | Undergraduate Degree | |
University of Ottawa | College/University | Undergraduate Degree Undergraduate Degree | |
University of Guelph | College/University | Undergraduate Degree Undergraduate Degree | |
University of Toronto | College/University | Graduate Degree Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
University of Lethbridge | College/University | Undergraduate Degree | |
iA Private Wealth, Inc.
iA Private Wealth, Inc. Investment ManagersFinance iA Private Wealth, Inc. is a Canadian wealth management firm headquartered in Montreal, Quebec. The firm was founded in 2002 and is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG; OTCMKTS: IAFNF). iA Private Wealth offers holistic, tailored wealth solutions through a network of more than 500 independent Investment Advisor and Portfolio Manager teams. | Investment Managers | Director of Research - Equity Analyst-Equity | |
Wilfrid Laurier University | College/University | Undergraduate Degree | |
Laurentian Bank Securities, Inc.
Laurentian Bank Securities, Inc. Investment Banks/BrokersFinance Laurentian Bank Securities is an independent broker/dealer located in Montreal. They are a subsidiary of Laurentian Bank of Canada (TOR:LB). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Analyst-Equity | |
Order of Canada
Order of Canada Miscellaneous Commercial ServicesCommercial Services Order of Canada is an organization based in Ottawa, Canada. The organization is affiliated with the governor general of Canada, La gouverneure générale du. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Istanbul University | College/University | Graduate Degree | |
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 | Institutional Sales Analyst-Equity | |
University of Minho | College/University | Undergraduate Degree | |
College Dawson | College/University | Undergraduate Degree | |
Richard Ivey School of Business | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Zicklin School of Business | College/University | Graduate Degree | |
AIESEC Canada | Corporate Officer/Principal | ||
Alberta School of Business | College/University | Undergraduate Degree | |
Nova School of Business & Economics | College/University | Graduate Degree | |
Canadian Nuclear Laboratories
Canadian Nuclear Laboratories Miscellaneous Commercial ServicesCommercial Services Canadian Nuclear Laboratories operates as a nuclear science and technology organization. It develops applications from nuclear technology through physics, metallurgy, chemistry, biology and engineering. The company is headquartered in Chalk River, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Lazaridis School of Business & Economics | College/University | Undergraduate Degree | |
Western University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Munk School of Global Affairs | College/University | Corporate Officer/Principal | |
Stifel Nicolaus Canada, Inc.
Stifel Nicolaus Canada, Inc. Investment Banks/BrokersFinance Stifel Nicolaus Canada, Inc. (Stifel Canada) is a Canadian broker-dealer subsidiary of Stifel Financial Corp. (NYSE: SF) in the US. Headquartered in Toronto, Stifel Canada provides institutional sales and trading to corporate clients and institutional investors. The firm also offers a much broader suite of products and services, while remaining the same group of dedicated professionals serving Canadian capital markets. | Investment Banks/Brokers | Analyst-Equity | |
MDA SPACE LTD. | Electronic Production Equipment | Director/Board Member | |
Vobii | Chief Operating Officer | ||
Western University /CA/ | College/University | Graduate Degree | |
CSA Group Italy Srl
CSA Group Italy Srl Miscellaneous Commercial ServicesCommercial Services CSA Group Italy Srl provides product testing and certification services. The private company is based in Agrate Brianza, Italy. As a leading standards organization, they are the trusted experts in product certification. The Italian company was founded in 1919. The CEO is David Weinstein. | Miscellaneous Commercial Services | Director/Board Member | |
Nomura (CIS) Ltd.
Nomura (CIS) Ltd. Investment Banks/BrokersFinance Part of Nomura Holdings, Inc., Nomura (CIS) Ltd. is a Russian company that provides brokerage services. The company is based in Moscow, Russian Federation and was founded in 2006. | Investment Banks/Brokers | Private Equity Analyst |
Statistics
International
Canada | 40 |
United States | 3 |
United Kingdom | 3 |
Portugal | 3 |
Turkey | 2 |
Sectoral
Consumer Services | 27 |
Finance | 16 |
Commercial Services | 4 |
Electronic Technology | 3 |
Non-Energy Minerals | 2 |
Operational
Analyst-Equity | 89 |
Undergraduate Degree | 41 |
Corporate Officer/Principal | 17 |
Director/Board Member | 15 |
Graduate Degree | 9 |
Most connected contacts
Insiders | |
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Christina Gold | 17 |
Stefan Quenneville | 12 |
Rob Goff | 10 |
Yaprak Baltacioglu | 8 |
Tom Hems | 7 |
Masa Song | 6 |
Ryan Walker | 6 |
Amr Ezzat | 6 |
David Chrystal | 5 |
Michael Fairbairn | 5 |
David Floyd Cusson | 4 |
Gabriel Gonzalez | 4 |
Michael Mueller | 4 |
João Antunes | 4 |
Adam Gill | 4 |
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