Shelly Dhawan
Director of Research - Equity at Mackenzie Financial Corp.
Network origin in Shelly Dhawan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of British Columbia
237
| College/University | Other Consumer Services | 237 |
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.
81
| Subsidiary | Investment Managers | 81 |
Indian Summer Arts Society
13
| Non-Profit Organization | 13 | |
Vancity Investment Management Ltd.
 Vancity Investment Management Ltd. Investment ManagersFinance Vancity Investment Management Ltd. (VCIM) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 1995 and is a wholly owned subsidiary of Vancouver City Savings Credit Union. VCIM is a subadvisor to the IA Clarington Inhance SRI funds. The firm is a signatory to the UN Principles for Responsible Investment (UNPRI).
12
| Subsidiary | Investment Managers | 12 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Shelly Dhawan 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 | Corporate Officer/Principal | |
I. G. Investment Management Ltd.
 I. G. Investment Management Ltd. Investment ManagersFinance I. G. Investment Management Ltd. (IGIM) is a Canadian mutual fund manager headquartered in Winnipeg, Manitoba. In 2017, IGM Financial Inc. (TSE: IGM) combined the investment management functions of Investors Group, Inc. and Mackenzie Investments to form a single global investment management organization. The firm is a subsidiary of Investors Group, Inc., ultimately held by Power Corp. of Canada (TSE: POW). IGIM offers a diverse group of mutual funds covering different industry sectors for individual and institutional investors. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Portfolio Manager-Equities Portfolio Manager-Equities | |
Invesco Canada Ltd.
 Invesco Canada Ltd. Investment ManagersFinance Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
The Great-West Life Assurance Co.
 The Great-West Life Assurance Co. Multi-Line InsuranceFinance The Great-West Life Assurance Co. provides insurance and financial services. The firm offers a portfolio of financial and benefit plan solutions for individuals, families and business owners. The company was founded on August 28, 1891 and is headquartered in Winnipeg, Canada. | Multi-Line Insurance | Corporate Officer/Principal | |
| Rotman School of Management | College/University | Masters Business Admin Graduate Degree | |
Burgundy Asset Management Ltd.
 Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
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. | Investment Managers | Analyst-Equity Analyst-Equity Head-Equity Investments Portfolio Manager-Equities | |
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 Portfolio Manager-Equities | |
BMO Private Investment Counsel, Inc.
 BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Investment Managers | Chief Investment Officer | |
Guardian Capital LP
 Guardian Capital LP Investment ManagersFinance Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients. | Investment Managers | Analyst-Fixed Income | |
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 | |
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 | |
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 Corporate Officer/Principal Analyst-Equity | |
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 | Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree | |
| York University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Queen's University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Doctorate Degree | |
Fundamental Research Corp.
 Fundamental Research Corp. Investment ManagersFinance Founded in 2003, Fundamental Research Corp. is an independent equity research firm located in Vancouver, British Columbia. The firm provides fundamental research on small-cap and micro-cap companies from a value-based perspective. They focus on the biotechnology, healthcare, mining, energy and special situations/industrials sectors. Fundamental Research Corp. provides equity research services through interactive valuation models, access to analysts and industry experts, research reports on public and private companies and fundamental analysis. The firm's clients include individual and institutional investors. | Investment Managers | Institutional Sales | |
| Dalhousie University | College/University | Masters Business Admin Masters Business Admin | |
| University of Toronto | College/University | Masters Business Admin Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Corporate Officer/Principal Masters Business Admin Undergraduate Degree Graduate Degree Doctorate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Manitoba | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Calgary | College/University | Undergraduate Degree Graduate Degree | |
| Bishop's University | College/University | Undergraduate Degree | |
McCullough O'Connor Irwin LLP
 McCullough O'Connor Irwin LLP Miscellaneous Commercial ServicesCommercial Services McCullough O'Connor Irwin LLP is a Canadian law firm with 400 lawyers and business advisors across multiple locations in Canada and internationally. The private company is based in Vancouver, Canada. The firm specializes in complex cross-border and international transactions, making it well-suited to advise foreign businesses and investors with Canadian ventures, and connect Canadian businesses and investors with opportunities around the world. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Bank of Canada
 The Bank of Canada General GovernmentGovernment The Bank of Canada provides banking and financial services. Its services include mortgage and payment processing, loan application, credit card application, accounting solutions, tax preparation, financial analysis, insurance, and payroll processing services to its clients. The company was founded in 1934 and is headquartered in Ottawa, Canada. | General Government | Corporate Officer/Principal | |
Veritas Investment Research Corp.
 Veritas Investment Research Corp. Investment ManagersFinance Veritas Investment Research Corp. (Veritas) is an independent equity research firm headquartered in Toronto, Canada. The firm was founded in 2000 by Michael Palmer and Anthony Scilipoti. Veritas provides in-depth analysis of Canadian and international companies, identifying upside and downside catalysts. Their unique forensic accounting-based research approach has proven that a careful understanding of financial information is the key to a secure investment decision. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
McMillan LLP
 McMillan LLP Miscellaneous Commercial ServicesCommercial Services McMillan LLP provides legal services to public, private, and not-for-profit clients. The company is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
TD Bank, NA
 TD Bank, NA Major BanksFinance TD Bank NA provides investing and banking services. Its offerings include personal, small banking, and commercial services through online banking, bills payments, mobile banking, savings & deposit, digital payments, loans and lines of credit, treasury and management services, checking accounts, government banking, and leasing and equipment finance. The company was founded in 1852 and is headquartered in Cherry Hill, NJ. | Major Banks | Corporate Officer/Principal | |
| Manulife Financial Plans, Inc. | Corporate Officer/Principal | ||
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 | |
| Sauder School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
TrichoScience Innovations, Inc.
 TrichoScience Innovations, Inc. Medical/Nursing ServicesHealth Services TrichoScience Innovations, Inc. provides hair cell replication services. The company was founded by Kevin McElwee, Jerry Shapiro, Rolf Hoffmann and Matthew J. Wayrynen and is headquartered in Vancouver, Canada. | Medical/Nursing Services | Founder | |
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| BMO LONG-TERM US TREASURY BOND INDEX ETF | Investment Trusts/Mutual Funds | Chief Investment Officer | |
Forooghian & Co. Law Corp.
 Forooghian & Co. Law Corp. Miscellaneous Commercial ServicesCommercial Services Forooghian & Co. Law Corp. is a boutique business law firm based in focused on corporate and securities law. The private company is based in Vancouver, Canada. The Canadian company serves entrepreneurs and businesses at various stages of their growth and across a broad range of industries. The company was founded by Farzad Forooghian. | Miscellaneous Commercial Services | Founder | |
| BUSCANDO RESOURCES CORP | Other Metals/Minerals | Director/Board Member | |
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 Portfolio Manager-Fixed Income |
Statistics
International
| Canada | 48 |
| United States | 3 |
| Philippines | 2 |
Sectoral
| Finance | 27 |
| Consumer Services | 16 |
| Commercial Services | 4 |
| Electronic Technology | 2 |
| Government | 2 |
Operational
| Portfolio Manager-Equities | 93 |
| Undergraduate Degree | 73 |
| Analyst-Equity | 52 |
| Corporate Officer/Principal | 45 |
| Director/Board Member | 41 |
Most connected contacts
| Insiders | |
|---|---|
| Hans Knapp | 13 |
| Arie Page | 11 |
| J. Gould | 10 |
| Paul Taylor | 9 |
| Leslie Aaron Grober | 8 |
| Irina Skrylev | 7 |
| Matthew Hamilton | 7 |
| Dongwei Ye | 7 |
| Kevin McElwee | 7 |
| Phil Taller | 7 |
| Onno Willem Rutten | 6 |
| Benoit Gervais | 6 |
| R. Scott McKinley | 6 |
| Michael Leo | 6 |
| Farzad Forooghian | 6 |
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