Scott Morrison
Director/Board Member at BOARDWALK REAL ESTATE INVESTMENT TRUST
Net worth: 972 230 $ as of 2024-03-30
Profile
Mr. Scott A.
Morrison, CFA, is an Independent Trustee at Boardwalk Real Estate Investment Trust, a Founder & Chief Investment Officer at Wealhouse Capital LP and an Owner at MDC Property Services Ltd.
He is on the Board of Directors at Boardwalk Real Estate Investment Trust and The Centre for International Governance Innovation.
He has over 25 years of asset management experience.
Prior to founding Wealhouse as the chief investment officer, Mr. Morrison researched and managed portfolios for Mackenzie Investments, CI Funds, and Investors Group.
He received his undergraduate degree from Concordia University.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2024-03-07 | 17,000 ( 0.03% ) | 972 230 $ | 2024-03-30 |
Scott Morrison active positions
Companies | Position | Start |
---|---|---|
BOARDWALK REAL ESTATE INVESTMENT TRUST | Director/Board Member | 2017-05-21 |
Wealhouse Capital LP
Wealhouse Capital LP Investment ManagersFinance Wealhouse Capital LP (Wealhouse) is an investment advisor headquartered in Toronto, Ontario. The firm was founded in 2008 as Wealhouse Partners. Wealhouse provides discretionary investment advisory services to high-net-worth individuals, pooled investment vehicles and charitable organizations through a separate account structure and certain Canadian private funds. | Chief Executive Officer | - |
MDC Property Services Ltd.
MDC Property Services Ltd. Real Estate DevelopmentFinance MDC Property Services Ltd. engages in the provision of real estate advisory services. It also engages in raising capital and private equity real estate investing. The firm expertizes in acquisition, development, management, leasing, disposition and financing. The company was founded in 2005 and is headquartered in Calgary, Canada. | Corporate Officer/Principal | - |
The Centre for International Governance Innovation
The Centre for International Governance Innovation Miscellaneous Commercial ServicesCommercial Services The Centre for International Governance Innovation is a research organization that focuses on the economy, politics, and law. The non-profit company is based in Waterloo, Canada. The Canadian company was founded by James Laurence Balsillie. | Director/Board Member | 2007-12-31 |
Former positions of Scott Morrison
Companies | Position | End |
---|---|---|
Timbercreek Real Estate Investment Trust
Timbercreek Real Estate Investment Trust Real Estate Investment TrustsFinance Timbercreek REIT is an unincorporated, open-end investment trust which was formed to capitalize on under-performing, multi-family residential real estate in North America. The corner stone of the Fund's investment philosophy is to deliver long-term value to investors while providing a steady stream of predictable income and preserving investors' capital. Timbercreek REIT currently owns approximately 5,100 multi-residential units across 8 Canadian cities. | Director/Board Member | 2010-12-31 |
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. | Corporate Officer/Principal | 2003-05-30 |
Investors Group, Inc.
Investors Group, Inc. Investment ManagersFinance Founded in 1926, Investors Group, Inc. is an investment advisor headquartered in Winnipeg, Manitoba, Canada. The firm is a subsidiary of IGM Financial, Inc. (Toronto: IGM.TO), one of Canada’s premier personal financial services companies and one of the country's largest managers and distributors of mutual funds and other managed asset products. Their ultimate parent is Power Corp. of Canada (TSX: POW), a diversified management and holding company that has interests, directly or indirectly, in companies in the financial services sector in Canada, the United States and Europe. Investors Group provides financial solutions to Canadians through a network of consultants located throughout Canada. They offer a range of insurance, securities, mortgage and banking services. | Corporate Officer/Principal | - |
The Empire Life Insurance Co. (Investment Portfolio)
The Empire Life Insurance Co. (Investment Portfolio) Investment ManagersFinance The Empire Life Insurance Co. (Investment Portfolio) (Empire Life-IP) is the investment portfolio division of The Empire Life Insurance Co., a life insurance and financial services company headquartered in Kingston, Ontario. Founded in 1923, the firm offers life insurance, investment products and employee benefits. Empire Life-IP manages the client's investment portfolio. | Portfolio Manager-Equities | 2008-03-30 |
Training of Scott Morrison
Concordia University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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BOARDWALK REAL ESTATE INVESTMENT TRUST | Finance |
Private companies | 7 |
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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 |
The Empire Life Insurance Co. (Investment Portfolio)
The Empire Life Insurance Co. (Investment Portfolio) Investment ManagersFinance The Empire Life Insurance Co. (Investment Portfolio) (Empire Life-IP) is the investment portfolio division of The Empire Life Insurance Co., a life insurance and financial services company headquartered in Kingston, Ontario. Founded in 1923, the firm offers life insurance, investment products and employee benefits. Empire Life-IP manages the client's investment portfolio. | Finance |
Investors Group, Inc.
Investors Group, Inc. Investment ManagersFinance Founded in 1926, Investors Group, Inc. is an investment advisor headquartered in Winnipeg, Manitoba, Canada. The firm is a subsidiary of IGM Financial, Inc. (Toronto: IGM.TO), one of Canada’s premier personal financial services companies and one of the country's largest managers and distributors of mutual funds and other managed asset products. Their ultimate parent is Power Corp. of Canada (TSX: POW), a diversified management and holding company that has interests, directly or indirectly, in companies in the financial services sector in Canada, the United States and Europe. Investors Group provides financial solutions to Canadians through a network of consultants located throughout Canada. They offer a range of insurance, securities, mortgage and banking services. | Finance |
The Centre for International Governance Innovation
The Centre for International Governance Innovation Miscellaneous Commercial ServicesCommercial Services The Centre for International Governance Innovation is a research organization that focuses on the economy, politics, and law. The non-profit company is based in Waterloo, Canada. The Canadian company was founded by James Laurence Balsillie. | Commercial Services |
Wealhouse Capital LP
Wealhouse Capital LP Investment ManagersFinance Wealhouse Capital LP (Wealhouse) is an investment advisor headquartered in Toronto, Ontario. The firm was founded in 2008 as Wealhouse Partners. Wealhouse provides discretionary investment advisory services to high-net-worth individuals, pooled investment vehicles and charitable organizations through a separate account structure and certain Canadian private funds. | Finance |
Timbercreek Real Estate Investment Trust
Timbercreek Real Estate Investment Trust Real Estate Investment TrustsFinance Timbercreek REIT is an unincorporated, open-end investment trust which was formed to capitalize on under-performing, multi-family residential real estate in North America. The corner stone of the Fund's investment philosophy is to deliver long-term value to investors while providing a steady stream of predictable income and preserving investors' capital. Timbercreek REIT currently owns approximately 5,100 multi-residential units across 8 Canadian cities. | Finance |
MDC Property Services Ltd.
MDC Property Services Ltd. Real Estate DevelopmentFinance MDC Property Services Ltd. engages in the provision of real estate advisory services. It also engages in raising capital and private equity real estate investing. The firm expertizes in acquisition, development, management, leasing, disposition and financing. The company was founded in 2005 and is headquartered in Calgary, Canada. | Finance |
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