Jason Dale Isaac
Portfolio Manager-Equities at Cumberland Investment Counsel, Inc.
Network origin in Jason Dale Isaac first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Regina
17
| College/University | Other Consumer Services | 17 |
Cumberland Investment Counsel, Inc.
Cumberland Investment Counsel, Inc. Investment ManagersFinance Cumberland Investment Counsel, Inc. (CIC) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded as Wirth Associates, Inc. in 1991 and they became a wholly-owned subsidiary of Cumberland Partners Ltd. in 2007. CIC provides investment advisory services primarily to high net-worth individuals including estates, trusts, personal retirement accounts, corporations and similar entities.
11
| Subsidiary | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jason Dale Isaac via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Connor Clark & Co. Ltd.
Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Royal Bank of Canada, Connor Clark & Co. Ltd. is a Canadian management consulting company. The company is based in Toronto, Canada. The company was founded by Gerald Raymond Connor. | Miscellaneous Commercial Services | Founder Corporate Officer/Principal | |
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Portfolio Manager-Equities | |
TD Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
MCAN MORTGAGE CORPORATION | Finance/Rental/Leasing | Director/Board Member | |
Saskatchewan Power Corp.
Saskatchewan Power Corp. Electric UtilitiesUtilities Saskatchewan Power Corp. engages in the supply and distribution of electricity. It also generates electricity by using hydro, natural gas, wind and coal. The company was founded in 1929 and is headquartered in Regina, Canada. | Electric Utilities | Corporate Officer/Principal Corporate Officer/Principal | |
ATHENA RESOURCES LIMITED | Steel | Director/Board Member | |
Petro Uno Resources Ltd.
Petro Uno Resources Ltd. Contract DrillingIndustrial Services Petro Uno Resources Ltd. engages in the exploration, development, and production of petroleum and natural gas. The company was founded in 2006 and is headquartered in Calgary, Canada. | Contract Drilling | President | |
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 | |
NCM Asset Management Ltd.
NCM Asset Management Ltd. Investment ManagersFinance Norrep Capital Management Ltd. (NCM) is a global investment manager headquartered in Calgary, Alberta, Canada. The firm was founded in 1995 as Hesperian Capital Management Ltd. They assumed portfolio management duties for Norrep Investments at the beginning of 1999. On 01 May 2018, Cumberland Partners (CPL), Norrep Investment Management Group Inc. (NIMGI; parent company of NCM), Perron & Partners Wealth Management Corp. (PPWM) and Perron Asset Management Inc. (PAM) amalgamated their entities. As a result of the combination, CIC, CPWM, NIMGI and NCM became wholly-owned subsidiaries of CPL. NCM has provided Canadians with an independent choice for their investments using a highly disciplined approach to investing. | Investment Managers | Portfolio Manager-Equities | |
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 | Founder Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal Chief Investment Officer | |
Crestar Energy, Inc.
Crestar Energy, Inc. Oil & Gas ProductionEnergy Minerals Part of ConocoPhillips, Crestar Energy, Inc. is a Canadian company that explores for, produces, and develops oil and gas properties. The company is based in Calgary, Canada. Crestar Energy was acquired by Gulf Canada Resources Ltd. on November 14, 2000 for $1,039.28 million. | Oil & Gas Production | Corporate Officer/Principal | |
Crown Life Insurance Co.
Crown Life Insurance Co. Life/Health InsuranceFinance Part of Power Financial Corp., Crown Life Insurance Co. provides life insurance. The company is based in Buffalo, NY. The company was founded in 1900. D. Allen Loney has been the CEO of the company since 2008. | Life/Health Insurance | Chief Executive Officer Analyst-Equity | |
Marathon Canada Ltd.
Marathon Canada Ltd. Oil & Gas ProductionEnergy Minerals Part of Cenovus Energy, Inc., Marathon Canada Ltd. is a Canadian company that explores for oil reserves. The company is based in St. John, Canada. Marathon Canada was acquired by Husky Energy, Inc. from Marathon Oil Corp. on October 01, 2003 for $588 million. | Oil & Gas Production | Corporate Officer/Principal | |
Kingston Corporate Finance Ltd.
Kingston Corporate Finance Ltd. Investment Banks/BrokersFinance Part of Kingston Securities Ltd., Kingston Corporate Finance Ltd. is an investment banking and Chinese financial advisory company. The company is based in Hong Kong, Hong Kong. Kwun Wah Chan has been the CEO of the company since 2014. | Investment Banks/Brokers | Chief Executive Officer | |
University of Toronto | College/University | Masters Business Admin | |
The University of Waterloo | College/University | Graduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
University of Saskatchewan | College/University | Undergraduate Degree Graduate Degree | |
University of Calgary | College/University | Undergraduate Degree | |
University of Strathclyde | College/University | Masters Business Admin | |
B-N Group Ltd.
B-N Group Ltd. Aerospace & DefenseElectronic Technology B-N Group Ltd. manufactures and supplies aircrafts. It offers design and manufacturing systems, defense and civil MRO, and airfeild management. The company was founded by John Britten and Desmond Norman in May 4, 2000 and is headquartered in Bembridge, the United Kingdom. | Aerospace & Defense | President | |
Milagro Energy, Inc.
Milagro Energy, Inc. Oilfield Services/EquipmentIndustrial Services Milagro Energy, Inc. engages in the acquisition, exploration, development and production of petroleum and natural gas reserves in western Canada. Its principal properties are located in the provinces of British Columbia, Alberta and Saskatchewan. Milagro Energy was founded in 1998 and is headquartered in Calgary, Canada. | Oilfield Services/Equipment | Corporate Officer/Principal | |
National Mining Association
National Mining Association Miscellaneous Commercial ServicesCommercial Services National Mining Association operates as national trade organization of the U.S. mining industry. It represents the interests of mining before Congress, the administration, federal agencies, the judiciary and the media. The company was founded in 1995 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Fertilizer Institute | Public Communications Contact | ||
PHILIP MORRIS INTERNATIONAL, INC. | Tobacco | Public Communications Contact | |
The Canadian Real Estate Association
The Canadian Real Estate Association Miscellaneous Commercial ServicesCommercial Services The Canadian Real Estate Association operates as a a trade association that represents real estate brokers, agents and salespeople in Canada. The company was founded in 1943 and is headquartered in Ottawa, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
American Frozen Food Institute
American Frozen Food Institute Miscellaneous Commercial ServicesCommercial Services The American Frozen Food Institute operates as a member-driven national trade association. The firm advances the interests of all segments of the frozen food and beverage industry. It works to advance food safety and advocates before legislative and regulatory entities on the industry’s behalf. The company is headquartered in McLean, VA. | Miscellaneous Commercial Services | Investor Relations Contact | |
CIBC Finance, Inc. | Corporate Officer/Principal | ||
Calgary Real Estate Board Co-Operative Ltd.
Calgary Real Estate Board Co-Operative Ltd. Miscellaneous Commercial ServicesCommercial Services Calgary Real Estate Board Co-Operative Ltd. operates as a real estate board. It provides several industry-related services to members and to the public such as room rentals and loobybox program. The company was founded on March 20, 1929 and is headquartered in Calgary, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
Patients Canada
Patients Canada Miscellaneous Commercial ServicesCommercial Services Patients Canada operates as a non-partisan and non-governmental organization dedicated to reflecting and amplifying the voice of patients concerning priorities. The company was founded in 2011 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
CIS Holdings Ltd.
CIS Holdings Ltd. Investment Banks/BrokersFinance CIS Holdings Ltd. engages in the provision of investment banking services. It focuses on securities, futures contracts, bonds, share options, underwriting and placing, and the asset management business. The company was founded on February 19, 2014, and is headquartered in Hong Kong. | Investment Banks/Brokers | Director/Board Member | |
DL HOLDINGS GROUP LIMITED | Apparel/Footwear | Director/Board Member | |
JIMU GROUP LIMITED | Apparel/Footwear | Director/Board Member | |
ZOMEDICA CORP. | Pharmaceuticals: Major | Director/Board Member | |
Brilliant Glory Industrial Corp. Ltd.
Brilliant Glory Industrial Corp. Ltd. Financial ConglomeratesFinance Brilliant Glory Industrial Corp. Ltd. provides investments services. It offers services to the small and medium sized firms. The company was founded in 2015 and is headquartered in Hong Kong. | Financial Conglomerates | Director/Board Member | |
PLATEAU TREASURES LIMITED | Building Products | Director/Board Member | |
BODY AND MIND INC. | Agricultural Commodities/Milling | Director/Board Member | |
Cambridge LLP
Cambridge LLP Miscellaneous Commercial ServicesCommercial Services Cambridge LLP is a pre-eminent law firm. The private company is based in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Pascal Financial | Director/Board Member | ||
Brilliant Glory Investments Pty Ltd.
Brilliant Glory Investments Pty Ltd. Financial ConglomeratesFinance Part of Brilliant Glory Industrial Corp. Ltd., Brilliant Glory Investments Pty Ltd. provides investment services. The company is based in Sydney, Australia. | Financial Conglomerates | Director/Board Member | |
Canadian Cystic Fibrosis Treatment Society | Chairman | ||
EnviroGold Global (CAN) Ltd.
EnviroGold Global (CAN) Ltd. Information Technology ServicesTechnology Services Part of EnviroGold Global Ltd., EnviroGold Global (CAN) Ltd. is a Canadian clean technology company. The company is based in Toronto, Canada. EnviroGold Global (CAN was acquired by Range Energy Resources, Inc. on July 14, 2021 for $54.72 million. Mark B Thorpe has been the CEO of the company since 2021. | Information Technology Services | Director/Board Member | |
Pascal WealthTech, Inc.
Pascal WealthTech, Inc. Advertising/Marketing ServicesCommercial Services Pascal WealthTech, Inc. provides integrated digital wealth management platforms designed for financial advisors. The private company is based in Toronto, Canada, and has subsidiaries in Canada. The Canadian company's platforms aim to lower costs, save time, and help grow businesses. Pascal WealthTech offers wealth management technology to empower financial advisors, helping them overcome challenges such as compliance and competition. Pascal WealthTech was founded by Frances Zomer, and Howard John Atkinson has been the CEO of the company since 2020. | Advertising/Marketing Services | Chairman | |
Portico Investment Management
Portico Investment Management Investment ManagersFinance Portico Investment Management (Portico) is a Canadian investment advisor headquartered in London, Ontario. The firm is a subsidiary of GLC Asset Management Group Ltd., ultimately owned by Power Financial Corp. of Canada (TSE: POW). In 2011, Great-West Life, London Life and Canada Life brought together three Canadian investment management subsidiaries under the umbrella of a new Canadian investment management subsidiary, GLC Asset Management Group Ltd. These divisions included GWL Investment Management, London Capital Management and Laketon Investment Management. In 2012, Portico was founded as GLC's fixed income investment management division. | Investment Managers | Analyst-Fixed Income |
Statistics
International
Canada | 35 |
United States | 7 |
Hong Kong | 6 |
Australia | 3 |
United Kingdom | 3 |
Sectoral
Finance | 16 |
Commercial Services | 9 |
Consumer Services | 7 |
Industrial Services | 4 |
Energy Minerals | 4 |
Operational
Director/Board Member | 30 |
Undergraduate Degree | 26 |
Portfolio Manager-Equities | 25 |
Corporate Officer/Principal | 25 |
Analyst-Equity | 10 |
Most connected contacts
- Stock Market
- Insiders
- Jason Dale Isaac
- Company connections