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Phil Taller
Portfolio Manager-Equities at Mackenzie Financial Corp.
Phil Taller active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 2011-06-30 | - |
Career history of Phil Taller
Former positions of Phil Taller
Companies | Position | Start | End |
---|---|---|---|
Bluewater Investment Management, Inc.
![]() Bluewater Investment Management, Inc. Investment ManagersFinance Founded in 1994, Bluewater Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm specializes in the management of equity portfolios for institutional and private clients. | Portfolio Manager-Equities | 1998-11-30 | 2011-05-30 |
Corporate Officer/Principal | 1998-11-30 | 2010-07-06 | |
Trimark Investment Management, Inc. | Corporate Officer/Principal | 1998-08-31 | 1998-08-31 |
BMO Asset Management, Inc.
![]() BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Analyst-Equity | 1993-12-31 | 1994-12-30 |
Bunting Warburg Dillon Read, Inc.
![]() Bunting Warburg Dillon Read, Inc. Containers/PackagingProcess Industries Part of UBS Group AG, Bunting Warburg Dillon Read, Inc. provides paper and paperboard packaging services. The company is based in Vancouver, Canada. | Corporate Officer/Principal | 1990-12-31 | 1993-12-30 |
Training of Phil Taller
The University of Waterloo | Undergraduate Degree |
The Schulich School of Business | Masters Business Admin |
Statistics
International
Canada | 7 |
United Kingdom | 2 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Process Industries | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
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. | Finance |
Bluewater Investment Management, Inc.
![]() Bluewater Investment Management, Inc. Investment ManagersFinance Founded in 1994, Bluewater Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm specializes in the management of equity portfolios for institutional and private clients. | Finance |
Trimark Investment Management, Inc. | |
BMO Asset Management, Inc.
![]() BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Finance |
Bunting Warburg Dillon Read, Inc.
![]() Bunting Warburg Dillon Read, Inc. Containers/PackagingProcess Industries Part of UBS Group AG, Bunting Warburg Dillon Read, Inc. provides paper and paperboard packaging services. The company is based in Vancouver, Canada. | Process Industries |
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