Lei Wan
Analyst-Equity at Highstreet Asset Management, Inc.
Network origin in Lei Wan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Alberta
98
| College/University | Other Consumer Services | 98 |
The University of Waterloo
49
| College/University | Other Consumer Services | 49 |
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.
41
| Subsidiary | Investment Managers | 41 |
Highstreet Asset Management, Inc.
 Highstreet Asset Management, Inc. Investment ManagersFinance Founded in 1998, Highstreet Asset Management, Inc. is a mutual fund manager and registered investment advisor located in London, Ontario. The firm is a wholly-owned subsidiary of AGF Management Ltd. They manages portfolios for pension plans, corporate investors, foundations and high net-worth families. Their Canadian clients include universities and some of Canada’s largest pension plans.
16
| Subsidiary | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lei Wan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
OMERS Administration Corp.
 OMERS Administration Corp. Investment ManagersFinance OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario. | Investment Managers | Analyst-Equity Analyst-Equity | |
Connor, Clark & Lunn Investment Management Ltd.
 Connor, Clark & Lunn Investment Management Ltd. Investment ManagersFinance Connor, Clark & Lunn Investment Management Ltd. (CC&L) is an investment advisory firm headquartered in Vancouver, British Columbia with an additional office in Toronto. The firm was founded in 1982 and is a subsidiary of Connor, Clark & Lunn Investment Management Partnership, itself a subsidiary of Connor, Clark & Lunn Financial Group Ltd. CC&L provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, businesses and private investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Corporate Officer/Principal | |
| AGF MANAGEMENT LIMITED | Investment Managers | Chief Executive Officer Chairman | |
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 | Analyst-Equity Market Strategist Analyst-Equity Corporate Officer/Principal Economist | |
Scotia Capital, Inc.
 Scotia Capital, Inc. Investment ManagersFinance Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets. | Investment Managers | Corporate Officer/Principal | |
| Rotman School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Analyst-Equity Analyst-Equity | |
Canada Pension Plan Investment Board
 Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (also known as CPP Investments) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 to help provide a foundation on which Canadians build financial security in retirement. CPP Investments manages the investments of the Canada Pension Plan Fund (CPP Fund). | Investment Managers | Portfolio Manager-Equities Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity | |
Scotia Capital, Inc. (Broker)
 Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | Corporate Officer/Principal Analyst-Equity Trading-Equity Trading-Equity Market Strategist Trading-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 | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity 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 | |
Janna Systems, Inc.
 Janna Systems, Inc. Packaged SoftwareTechnology Services Part of Oracle Corp., Janna Systems, Inc. is a Canadian company that designs, develops, markets, and supports relationship management software. The company is based in Toronto, Canada. Janna Systems was acquired by Siebel Systems, Inc. on November 16, 2000 for $960.37 million. The company was founded by Elliott W. Knox and William M. Tatham. | Packaged Software | Director/Board Member Chief Executive Officer | |
| York University | College/University | Corporate Officer/Principal Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| Wuhan University | College/University | Masters Business Admin Graduate Degree | |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Analyst-Equity | |
| Queen's University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
Peking University
 Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree Undergraduate Degree | |
| Dalhousie University | College/University | Masters Business Admin Graduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Doctorate Degree Graduate Degree Masters Business Admin | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree Doctorate Degree Doctorate Degree Graduate Degree Masters Business Admin Graduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Masters Business Admin Undergraduate Degree Corporate Officer/Principal Graduate Degree | |
| Royal Alexandra Hospital Foundation | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
| Southwestern University of Finance & Economics | College/University | Undergraduate Degree Undergraduate Degree | |
| Richard Ivey School of Business | College/University | Masters Business Admin Doctorate Degree | |
Alberta Investment Management Corp.
 Alberta Investment Management Corp. Investment ManagersFinance Alberta Investment Management Corp. (AIMCo) is the investment management subsidiary of State-owned Her Majesty the Queen in Right of Alberta. The firm was founded in 2008 and is headquartered in Edmonton, Alberta. AIMCo manages investments on behalf of public sector pension, endowment and special purpose funds as designated by the Alberta Ministry of Finance and Enterprise. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| King's College London | College/University | Doctorate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
Edmonton Community Foundation
 Edmonton Community Foundation Miscellaneous Commercial ServicesCommercial Services Edmonton Community Foundation is a non-profit organization which provides donations, grants, charities, volunteering, and community development services. It offers family and company philanthropy, tax services, investment and management, professional advisor resources, community grants, student awards, and social enterprise fund. The organization was founded in 1971 and is headquartered in Edmonton, Canada. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| NEXJ SYSTEMS INC. | Packaged Software | Director/Board Member Founder | |
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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The Bishop Strachan School
 The Bishop Strachan School Other Consumer ServicesConsumer Services The Bishop Strachan School provides education services. It provides education for day and boarding students from JK to Grade 12. The company was founded in 1867 and is headquartered in Toronto, Canada. | Other Consumer Services | Director/Board Member Chairman | |
| Beijing Institute of Technology | College/University | Graduate Degree | |
| Henan University of Science & Technology | College/University | Undergraduate Degree | |
| Xi'an Jiaotong University | College/University | Undergraduate Degree | |
| GLUSKIN SHEFF + ASSOCIATES INC | Investment Managers | Corporate Officer/Principal | |
Enwave Energy Corp.
 Enwave Energy Corp. Miscellaneous Commercial ServicesCommercial Services Enwave Energy Corp. operates as a district energy solutions provider. It offers its solutions to commercial, developers, municipalities, health care, educational, and residential sectors. The company was founded on January 1, 2014 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Direct Energy LP
 Direct Energy LP Electric UtilitiesUtilities Direct Energy LP provides electricity and natural gas services and solutions. It offers services for business and residential purposes. The company was founded in 1997 and is headquartered in Houston, TX. | Electric Utilities | Corporate Officer/Principal | |
Canopy Labs Software, Inc.
 Canopy Labs Software, Inc. Packaged SoftwareTechnology Services Canopy Labs Software, Inc. engages in the development of platform for predictive customer analytics. Its platform allows businesses of any size to automatically analyze customer data and use results to grow sales and revenue. The company was founded by Wojciech Gryc and Jorge Escobedo in 2012 and is headquartered in Toronto, Canada. | Packaged Software | Founder |
Statistics
International
| Canada | 36 |
| United States | 7 |
| China | 7 |
| United Kingdom | 2 |
Sectoral
| Finance | 22 |
| Consumer Services | 19 |
| Technology Services | 5 |
| Commercial Services | 4 |
| Miscellaneous | 2 |
Operational
| Undergraduate Degree | 93 |
| Director/Board Member | 90 |
| Analyst-Equity | 85 |
| Corporate Officer/Principal | 69 |
| Portfolio Manager-Equities | 41 |
Most connected contacts
| Insiders | |
|---|---|
| Blake Goldring | 37 |
| A. McLellan | 23 |
| William M. Tatham | 18 |
| Blair Schultz | 15 |
| Michael Houghton | 12 |
| Kevin McCreadie | 12 |
| Travis Murdoch | 12 |
| K. Ian McPhee | 11 |
| Linda Hughes | 11 |
| Ani Markova | 10 |
| David Bartelme | 9 |
| Grace Huang | 9 |
| Auritro Kundu | 8 |
| Sam Mitter | 8 |
| Steve Bonnyman | 8 |
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