Network origin in Kelly Roberts first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
National Bank Financial, Inc.
 National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties.
46
| Subsidiary | Investment Managers | 46 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kelly Roberts via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| NATIONAL BANK OF CANADA | Regional Banks | Chief Executive Officer Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
| CLIFTON STAR RESOURCES INC. | Other Metals/Minerals | Director/Board Member | |
Industrial Alliance Insurance & Financial Services, Inc.
 Industrial Alliance Insurance & Financial Services, Inc. Multi-Line InsuranceFinance Industrial Alliance Insurance & Financial Services, Inc. engages in the provision of insurance and investment solutions. It operates through the following segments: Individual Insurance, Individual Wealth Management, Group Insurance, Group Savings and Retirement, US Operations and Other. The Individual Insurance segment refers to life, health, disability, and mortgage insurance products. The Individual Wealth Management segment offers individual products and services for savings plans, retirement funds, and segregated funds, in addition to securities brokerage, trust operations and mutual funds. The Group Insurance segment offers fife, health, accidental death, and dismemberment, dental care and short and long-term disability insurance products for employee plans; creditor insurance, replacement insurance, replacement warranties, extended warranties and other ancillary products for dealer services; and specialized products for special markets solutions. The Group Savings and Retirement segment provides products and services for savings plans, retirement funds, and segregated funds. The US Operations segment provides miscellaneous insurance products sold in the United States such as life insurance products and extended warranties relating to dealer services. The Other segment relates to auto and home insurance products and services such as set management and financing, as well as company capital. The company was founded in 1892 and is headquartered in Quebec, Canada. | Multi-Line Insurance | Director/Board Member | |
| CANADIAN PREMIUM SAND INC. | Construction Materials | Director/Board Member | |
| TREASURY METALS INC. | Precious Metals | Director/Board Member | |
| CANADIAN CONVERTIBLES PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
| CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC | Investment Trusts/Mutual Funds | 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 | |
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 | Corporate Officer/Principal Director/Board Member | |
National Bank Financial, Inc. (Broker)
 National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Chief Executive Officer Director of Research - Equity | |
| York University | College/University | Undergraduate Degree Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Concordia University | College/University | Masters Business Admin Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Natcan Trust Co.
 Natcan Trust Co. Investment Trusts/Mutual FundsMiscellaneous Natcan Trust Co. provides financial products & services through the National Bank of Canada branches. The company is headquartered in Montréal, Canada. | Investment Trusts/Mutual Funds | Chairman | |
| University of Calgary | College/University | Undergraduate Degree Undergraduate Degree | |
| Southern Alberta Institute of Technology | College/University | Undergraduate Degree | |
| Saint Mary's University | College/University | Undergraduate Degree | |
| University of Sherbrooke | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
National Bank Trust, Inc.
 National Bank Trust, Inc. Investment ManagersFinance National Bank Trust, Inc. (NBT) is a Canadian investment advisory firm headquartered in Montréal, Quebec. Founded in 1927, the firm was formerly known as General Trust of Canada and changed its name to National Bank Trust, Inc. in January 2001. They are a subsidiary of National Bank of Canada (TSE: NA). NBT offers specialized trust and asset management services to their institutional clients. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| HEC Montréal | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Goldman Sachs Canada, Inc.
 Goldman Sachs Canada, Inc. Investment Banks/BrokersFinance Goldman Sachs Canada, Inc. is an independent broker/dealer headquartered in Toronto. They are a subsidiary of Goldman Sachs Group, Inc. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Investment Banks/Brokers | Corporate Officer/Principal | |
National Bank Direct Brokerage, Inc.
 National Bank Direct Brokerage, Inc. Investment Banks/BrokersFinance National Bank Direct Brokerage, Inc. offers discount brokerage services to self-directed investors seeking to manage their assets themselves. The company was founded on August 22, 2003 and is headquartered in Montreal, Canada. | Investment Banks/Brokers | Chairman | |
Nymbus Capital, Inc.
 Nymbus Capital, Inc. Investment ManagersFinance Nymbus Capital, Inc. (Nymbus) is an investment management firm headquartered in Montréal, Canada. The firm was founded by Jean-Luc Landry in 2002 as Landry Investment Management, Inc. They are a subsidiary of Nymbus Capital Group, Inc. Nymbus manages assets on a discretionary basis for pension funds, foundations, endowments funds, consultants, multi-family offices and corporations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Chamber of Commerce of Metropolitan Montreal
 Chamber of Commerce of Metropolitan Montreal Miscellaneous Commercial ServicesCommercial Services The Chamber of Commerce of Metropolitan Montreal provides advice, training, events, business plans, financing, and more to help businesses start and grow. The non-profit company is based in Montreal, Canada. The Canadian company also organizes events, conferences, and training, and have pillar sponsors who contribute to the prosperity of businesses and the city. The organization also offers a program to encourage women to pursue careers in science, technology, engineering, and mathematics. The CEO of the company is Michel Leblanc. | Miscellaneous Commercial Services | Director/Board Member | |
NBCN, Inc.
 NBCN, Inc. Investment Banks/BrokersFinance Part of National Bank of Canada, NBCN, Inc. is a Canadian company that provides correspondent brokerage services. The company is based in Montréal, Canada. The CEO of the company is Patrick Primerano. | Investment Banks/Brokers | Director/Board Member | |
| SOUTH STAR BATTERY METALS CORP. | Metal Fabrication | Director/Board Member | |
| ROK RESOURCES INC. | Oil & Gas Production | Director/Board Member | |
| FIERA CAPITAL CORPORATION | Investment Managers | Director/Board Member | |
| Osgoode Hall Law School | College/University | Graduate Degree Graduate Degree | |
Association Des Femmes En Finance Du Québec
 Association Des Femmes En Finance Du Québec Miscellaneous Commercial ServicesCommercial Services Association of Québec Women In Finance provides services to women in finance industry. It offers development and networking activities, as well as interventions with young people at the academic level. The company was founded in 2002 and is headquartered in Montreal, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Magna Mining Corp.
 Magna Mining Corp. Other Metals/MineralsNon-Energy Minerals Magna Mining Corp. provides mining and metals services. The company was founded in 2016 and is headquartered in Sudbury, Canada. | Other Metals/Minerals | Director/Board Member | |
| National Bank Independent Network | Director/Board Member | ||
| IA FINANCIAL CORPORATION INC. | Investment Managers | Director/Board Member | |
| Fondation de l'Institut Universitaire en Santé Mentale | Chairman | ||
| Providence Living | Director/Board Member | ||
National Bank Correspondent Network, Inc.
 National Bank Correspondent Network, Inc. Financial ConglomeratesFinance National Bank Correspondent Network, Inc. provides a range of services, as described on their website. The private company is based in Toronto, Canada. and has subsidiaries in Canada. | Financial Conglomerates | Chairman | |
Innocap Investment Management, Inc.
 Innocap Investment Management, Inc. Investment ManagersFinance Innocap Investment Management, Inc. (Innocap) is a Canadian hedge fund manager headquartered in Montréal, Quebéc. The firm was founded in 1996 and is owned by France-based BNP Paribas SA (EPA: BNP) (50 percent), CDP Investissements Inc. (30 percent), a wholly-owned subsidiary of la Caisse de dépôt et placement du Québec (CDPQ) and Innocap’s management, via 10313157 Canada Inc. (20 percent). Innocap provides investment management and advisory services to financial institutions, pension funds, pooled investment vehicles, and other accredited investors. They also offer non-discretionary advisory services to Innocap Global Investment Management (Ireland) Ltd. (IGIM) and acts as investment manager and/or investment fund manager to the Innocap Funds. | Investment Managers | Chief Executive Officer | |
| Université du Québec à Montréal | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree |
Statistics
International
| Canada | 48 |
| United States | 2 |
| United Kingdom | 2 |
| Hong Kong | 2 |
Sectoral
| Finance | 18 |
| Consumer Services | 14 |
| Miscellaneous | 8 |
| Non-Energy Minerals | 5 |
| Commercial Services | 3 |
Operational
| Director/Board Member | 70 |
| Corporate Officer/Principal | 50 |
| Portfolio Manager-Equities | 38 |
| Undergraduate Degree | 36 |
| Independent Dir/Board Member | 22 |
Most connected contacts
| Insiders | |
|---|---|
| Martin Gagnon | 26 |
| Frederick Pye | 24 |
| Laurent Ferreira | 19 |
| Daniel Wilton | 14 |
| J. Monteith | 13 |
| William Leckie | 12 |
| Bill Washington | 11 |
| Sanjiv Samant | 10 |
| Thomas E. MacInnis | 10 |
| Michael Overvelde | 8 |
| Adam Sinukoff | 7 |
| Peter Jelley | 7 |
| Nick Majendie | 6 |
| David Le Houx | 6 |
| Michael Russell | 5 |
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