Andrew B. Auerbach

Director/Board Member at CFA Society Toronto

Finance

Commercial Services

Consumer Services

Network origin in Andrew B. Auerbach first degree

Entity	Entity type	Industry
CFA Society Toronto CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. 83	Holding Company	Miscellaneous Commercial Services	83
BMO Nesbitt Burns, Inc. BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. 20	Subsidiary	Financial Conglomerates	20
BMO Nesbitt Burns Holdings Corp. BMO Nesbitt Burns Holdings Corp. Financial ConglomeratesFinance Part of Bank of Montreal, BMO Nesbitt Burns Holdings Corp. is an investment holding Canadian company. The company is based in Toronto, Canada. 1	Subsidiary	Financial Conglomerates	1
BMO InvestorLine, Inc. BMO InvestorLine, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Bank of Montreal, BMO InvestorLine, Inc. provides online trading services. The company is based in Toronto, Canada. 1	Subsidiary	Miscellaneous Commercial Services	1

Chart of Companies connected to the second degree

Multi-company connection

Companies connected to Andrew B. Auerbach via their personal network

Company	Sector	Related people	Main position
BANK OF MONTREAL	Major Banks	Gilles Ouellette Thomas Flynn Sharon Haward-Laird Patrick Cronin	Corporate Officer/Principal Director of Finance/CFO General Counsel Corporate Officer/Principal
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	Thomas Milroy Camilla Sutton Mike Miller Deland Kamanga Dan Barclay Sharon Haward-Laird Patrick Cronin	Chief Executive Officer Director of Research - Equity Director of Research - Equity Trading-Equity Corporate Officer/Principal General Counsel Chief Executive Officer
BROMPTON SPLIT BANC CORP.	Investment Trusts/Mutual Funds	Wing Sze Lau Michael Clare Ann Wong Craig T. Kikuchi Christopher Cullen	Chief Investment Officer Corporate Officer/Principal Director of Finance/CFO Director of Finance/CFO Corporate Officer/Principal
TOP 10 SPLIT TR UN	Investment Trusts/Mutual Funds	John Paul Mulvihill Robert Gillin Jeff Dobson John Paul Mulvihill Jack Way	Chief Executive Officer Director/Board Member Corporate Officer/Principal President Corporate Officer/Principal
LIFE & BANC SPLIT CORP.	Investment Trusts/Mutual Funds	Wing Sze Lau Michael Clare Ann Wong Craig T. Kikuchi Christopher Cullen	Chief Investment Officer Corporate Officer/Principal Director of Finance/CFO Director of Finance/CFO Corporate Officer/Principal
CORE CANADIAN DIVIDEND TRUST	Investment Trusts/Mutual Funds	John Paul Mulvihill Robert Gillin Jeff Dobson John Paul Mulvihill Jack Way	Chief Executive Officer Director/Board Member Corporate Officer/Principal Director/Board Member Corporate Officer/Principal
BROMPTON LIFECO SPLIT CORP.	Investment Trusts/Mutual Funds	Wing Sze Lau Michael Clare Ann Wong Craig T. Kikuchi Lorne J. Zeiler Christopher Cullen	Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal
DIVIDEND GROWTH SPLIT CORP.	Investment Trusts/Mutual Funds	Wing Sze Lau Michael Clare Ann Wong Craig T. Kikuchi Lorne J. Zeiler Christopher Cullen	Chief Investment Officer Corporate Officer/Principal Director of Finance/CFO Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal
BMO Capital Markets Corp. BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only.	Investment Managers	Camilla Sutton Thomas Flynn Dan Barclay Patrick Cronin	Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Chief Operating Officer
Rotman School of Management	College/University	Shermaine Tilley Christopher Cullen Benjamin Yi James Spratt	Corporate Officer/Principal Masters Business Admin Graduate Degree Masters Business Admin
CANADIAN HIGH INCOME EQUITY FUND	Investment Trusts/Mutual Funds	Wing Sze Lau Ann Wong Craig T. Kikuchi Christopher Cullen	Chief Investment Officer Director of Finance/CFO Director of Finance/CFO Corporate Officer/Principal
GLOBAL WATER SOLUTIONS FUND	Investment Trusts/Mutual Funds	Gilles Ouellette Charyl A. Galpin Peter Hinman Patrick Cronin Robert B. Markovski Silvio Stroescu Louise Hamel	Chairman Director/Board Member Director/Board Member Chief Executive Officer Director of Finance/CFO Director/Board Member Compliance Officer
Brompton Group Ltd. Brompton Group Ltd. Financial ConglomeratesFinance Brompton Group Ltd. engages in investment funds management activities. It offers income, growth, sector specific and tax advantaged investment solutions. The firm’s solutions include closed-end funds, mutual funds and hedge funds. The company was founded by Peter A. Braaten and Raymond R. Pether in 1999 and is headquartered in Toronto, Canada.	Financial Conglomerates	Wing Sze Lau Michael Clare Ann Wong Craig T. Kikuchi Christopher Cullen	Chief Investment Officer Corporate Officer/Principal Comptroller/Controller/Auditor Director of Finance/CFO Corporate Officer/Principal
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	Walter Henry Brian Shaw Vic W. Vallance Duncan Marks Jennifer Morais	Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal President Corporate Officer/Principal
University of Cambridge	College/University	Thomas Milroy Roderick de Courcy Samuel Pelaez	Graduate Degree Undergraduate Degree Graduate Degree
McGill University	College/University	Ned Goodman John Paul Mulvihill John Crocker Thomas Milroy Russell Campbell John David Mason Michael Katz Karl Cheong John Paul Mulvihill Aaron Vale	Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree
Queen's University	College/University	Alan Ferry Mark Lawrence James S. Hershaw Michael Clare Peter Robinson Heather Cooke James Spratt	Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree
University of British Columbia	College/University	Donald Gordon Lindsay Quinn Andrew lepper	Masters Business Admin Undergraduate Degree Undergraduate Degree
University of Toronto	College/University	Martin Hubbes Lyle A. Stein Ned Goodman John Paul Mulvihill Blake Goldring John David Mason Wing Sze Lau Chris Buncic Jeffrey C. Shaul Shermaine Tilley Jennifer Morais Christopher Cullen Yves Denommé Mandy Abramsohn Mike Miller Frederick M. Pinto Chris Thompson Sharon Haward-Laird Brian James Madden Patrick Cronin Tom Panoulias	Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree
The University of Waterloo	College/University	Ann Wong Kirk Anthony Cooper Pamela Steer	Graduate Degree Undergraduate Degree Graduate Degree
University of Western Ontario	College/University	Jeff Dobson Camilla Sutton Carolyn Cross Mark Lawrence Vic W. Vallance Gilles Ouellette Craig T. Kikuchi Paul Hamilton Mike Miller Deland Kamanga	Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree
INSEAD	College/University	Blake Goldring Russell Campbell Aaron Vale	Masters Business Admin Graduate Degree Graduate Degree
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.	Miscellaneous Commercial Services	Walter Henry Ned Goodman John Paul Mulvihill John Crocker Robert Gillin Brendan Caldwell Sam Kanes Alan Ferry Russell Campbell Mandy Abramsohn Evgenia McLean Noel Christian Archard Karl Cheong	Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal
Professional Engineers Ontario Professional Engineers Ontario Engineering & ConstructionIndustrial Services Professional Engineers Ontario operates as the licensing and regulating body for professional engineering in the province. It serves and protects the public interest by setting and upholding high academic, experience and professional practice standards for the engineering profession. The company was founded in June 14, 1922 and is headquartered in Toronto, Canada.	Engineering & Construction	Mark Lawrence Chris Buncic James S. Hershaw Chris Thompson	Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal
The Canadian Institute of Mining, Metallurgy & Petroleum The Canadian Institute of Mining, Metallurgy & Petroleum Miscellaneous Commercial ServicesCommercial Services The Canadian Institute of Mining, Metallurgy & Petroleum (CIM) is a not-for-profit technical society of professionals in the Canadian minerals, metals, materials, and energy industries. CIM is based in Westmount, Canada, and has subsidiaries in Canada. CIM provides a wealth of benefits to its members, including building industry knowledge, enhancing professional profiles, and raising Canadian company visibility. The institute offers a range of services, including professional development, distinguished lecturer programs, and awards. The private company was founded by Patrick B. Carlson, and the CEO is Angela Hamlyn.	Miscellaneous Commercial Services	Ned Goodman Alan Ferry John Ing John David Mason Tom Panoulias	Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal
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.	Miscellaneous Commercial Services	Sam Kanes Michael Clare Ann Wong Craig T. Kikuchi Mandy Abramsohn	Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal
Institute of Corporate Directors Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016.	Miscellaneous Commercial Services	Walter Henry John Crocker Robert Gillin Sam Kanes Mandy Abramsohn	Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal
Brompton Funds LP Brompton Funds LP Investment ManagersFinance Part of Brompton Corp., Brompton Funds LP is a Canadian company that provides investment services. The company is based in Toronto, Canada. Brompton Funds was acquired by Duntroon Energy Ltd. from Brompton Group Ltd. on April 07, 2008. Mark Anthony Caranci has been the CEO of the company since 2007.	Investment Managers	Wing Sze Lau Michael Clare Ann Wong Craig T. Kikuchi Lorne J. Zeiler Christopher Cullen	Corporate Officer/Principal Corporate Officer/Principal Director of Finance/CFO Director of Finance/CFO Corporate Officer/Principal Corporate Officer/Principal
Brompton Corp. Brompton Corp. Investment ManagersFinance Brompton Corp. engages in the provision of management and portfolio management services. It offers structuring, marketing and management of publicly traded closed-end investment funds. The company was founded on June 30, 1998 and is headquartered in Toronto, Canada.	Investment Managers	Wing Sze Lau Michael Clare Ann Wong Craig T. Kikuchi Christopher Cullen	Chief Investment Officer Corporate Officer/Principal Director of Finance/CFO Director of Finance/CFO Corporate Officer/Principal
Brompton Funds Ltd. Brompton Funds Ltd. Investment ManagersFinance Brompton Funds Ltd. is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2000 and is owned by Brompton Corp. Brompton manages several TSX listed closed-end and exchange-traded funds. They offer a range of investment solutions for investors that seeks regular income and/or growth.	Investment Managers	Wing Sze Lau Michael Clare Ann Wong Craig T. Kikuchi Christopher Cullen	Chief Investment Officer Analyst-Equity Comptroller/Controller/Auditor Director of Finance/CFO Corporate Officer/Principal
Richard Ivey School of Business	College/University	Robert Gillin Will Jin Thomas Flynn Frederick M. Pinto Christopher Jones Patrick Cronin	Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin
Value Line Timeliness 100 Fund Value Line Timeliness 100 Fund Investment Trusts/Mutual FundsMiscellaneous Value Line Timeliness 100 Fund is a closed-end investment fund. It provides opportunity for capital appreciation. It investment objectives include the opportunity for capital appreciation, quarterly cash distributions and lower overall volatility of portfolio returns. The fund is headquartered in Toronto, Canada.	Investment Trusts/Mutual Funds	Gilles Ouellette Charyl A. Galpin Peter Hinman Michael Petrocco Patrick Cronin	Director/Board Member Director/Board Member Director of Finance/CFO Compliance Officer President
SUSTAINABLE POWER & INFRASTRUCTURE SPLIT CORP.	Financial Conglomerates	Wing Sze Lau Michael Clare Ann Wong Christopher Cullen	Chief Investment Officer Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal

Statistics

International

Canada	46
United States	3
United Kingdom	2
France	2
Hong Kong	2

Sectoral

Miscellaneous	25
Finance	12
Consumer Services	11
Commercial Services	5
Industrial Services	2

Operational

Director/Board Member	468
Corporate Officer/Principal	344
Director of Finance/CFO	112
President	102
Chairman	98

Most connected contacts

Insiders
Ned Goodman	66
Donald Gordon	63
John Paul Mulvihill	40
Craig T. Kikuchi	39
Ann Wong	38
Blake Goldring	37
Carolyn Cross	30
Walter Henry	29
Amy Stephenson	27
Christopher Cullen	27
Juan Calle Restrepo	24
Thomas Milroy	23
Gilles Ouellette	23
Wing Sze Lau	22
Robert Gillin	21

See all connections