Steve Theofanis
Analyst-Equity at Sun Life Assurance Company of Canada (Investment Portfolio)
Network origin in Steve Theofanis first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
York University
139
| College/University | Other Consumer Services | 139 |
The Schulich School of Business
19
| College/University | Other Consumer Services | 19 |
Sun Life Assurance Company of Canada (Investment Portfolio)
 Sun Life Assurance Company of Canada (Investment Portfolio) Investment ManagersFinance Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. Sun Life Assurance's product range includes health and life insurance, retirement plans, my Choice plans, total benefits and workplace solutions. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada.
10
| Operating Division | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Theofanis via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Sun Life Assurance Company of Canada
 Sun Life Assurance Company of Canada Multi-Line InsuranceFinance Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada. | Multi-Line Insurance | Chief Investment Officer Director of Finance/CFO | |
Delaware Life Insurance Co. of New York
 Delaware Life Insurance Co. of New York Multi-Line InsuranceFinance Delaware Life Insurance Co. of New York provides insurance and other related solutions. It engages in the sale of fixed and variable annuity contracts, individual life and group life insurance, stop loss and group disability insurance. The company is headquartered in New York, NY. | Multi-Line Insurance | Director/Board Member Director/Board Member | |
| ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Sun Life Capital Management (US) LLC
 Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Investment Managers | Chief Investment Officer Chief Investment Officer | |
| SUN LIFE FINANCIAL INC. | Multi-Line Insurance | President Corporate Officer/Principal Director of Finance/CFO Corporate Officer/Principal Director of Finance/CFO Chief Executive Officer | |
Cormark Securities, Inc.
 Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Trading-Equity Institutional Sales | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Director/Board Member Corporate Officer/Principal | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Deutsche Bank AG, New York Branch
 Deutsche Bank AG, New York Branch Regional BanksFinance Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal Private Equity Investor | |
| REGAL REAL ESTATE INVESTMENT TRUST | Real Estate Investment Trusts | Director/Board Member | |
| Rotman School of Management | College/University | Graduate Degree Undergraduate Degree | |
| SILVER BASE GROUP HOLDINGS LIMITED | Wholesale Distributors | Chief Executive Officer | |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Equity | |
Healthcare of Ontario Pension Plan
 Healthcare of Ontario Pension Plan Investment ManagersFinance Healthcare of Ontario Pension Plan (HOOPP) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm was founded in 1960 as Hospitals of Ontario Pension Plan and they are a subsidiary of government-owned Ontario Ministry of Health & Long Term Care. HOOPP helps build foundation for a financially secure retirement for Ontario’s healthcare workers. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
| WANDA HOTEL DEVELOPMENT COMPANY LIMITED | Hotels/Resorts/Cruise lines | Director/Board Member | |
| Boston University | College/University | Graduate Degree Masters Business Admin | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| McGill University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Monash University
 Monash University Other Consumer ServicesConsumer Services Monash University operates as a public research university. It specializes in higher education, global engagement, postgraduate courses, undergraduate study, and PhD research. The company was founded on March 1961 and is headquartered in Clayton, Australia. | College/University | Graduate Degree Graduate Degree | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Dalhousie University | College/University | Undergraduate Degree Corporate Officer/Principal | |
| University of British Columbia | College/University | Graduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Graduate Degree Doctorate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Undergraduate Degree Masters Business Admin | |
| Wilfrid Laurier University | College/University | Masters Business Admin Undergraduate Degree | |
| City University of Hong Kong | College/University | Masters Business Admin Graduate Degree | |
Regal Portfolio Management Ltd.
 Regal Portfolio Management Ltd. Financial ConglomeratesFinance Part of Century City International Holdings Ltd., Regal Portfolio Management Ltd. is an investment holding Chinese company. The company is based in Hong Kong, Hong Kong. | Financial Conglomerates | Director/Board Member | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CPA Australia Ltd.
 CPA Australia Ltd. Miscellaneous Commercial ServicesCommercial Services CPA Australia Ltd. is an Australian company that has been operating since 1954 and provides education, training, technical support, and advocacy services in the accounting profession. The private company is based in Southbank, Australia and has subsidiaries in Hong Kong. The company engages with governments, regulators, and industries to advocate for policies that stimulate sustainable economic growth. With over 166,000 members working in 100 countries and regions, CPA Australia is one of the world's largest accounting bodies. It was founded in 1886 by Andrew Lyell, Arthur Cleveland, Benjamin Doughty Smith, Thomas Brentnall, John McAlister Howden, Charles Morell Holmes, William Crellin, and Edward Langton. Andrew Paul Hunter has been the CEO of the company since 2018. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Securities & Investment Institute
 Hong Kong Securities & Investment Institute Miscellaneous Commercial ServicesCommercial Services Hong Kong Securities & Investment Institute is a professional membership organization that offers trainings for the securities and investment industry. The non-profit company is based in Hong Kong, Hong Kong. The Chinese company was founded by Wai Kin Cheng. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Hong Kong Institute of Directors
 The Hong Kong Institute of Directors Miscellaneous Commercial ServicesCommercial Services The Hong Kong Institute of Directors operates as premier body which represents professional directors. The company was founded by Moses Cheng in 1997 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Lower Canada College | College/University | Undergraduate Degree | |
| Chinese Peoples Political Consultative Conference Guangzhou | Corporate Officer/Principal | ||
Relay Ventures
 Relay Ventures Investment ManagersFinance Relay Ventures (Relay Ventures) is an Independent Venture Capital firm founded in 1996 by Kevin Talbot and John L. Albright. The firm is headquartered in Toronto with additional office in Menlo Park. | Investment Managers | Founder Private Equity Investor | |
Manulife Investment Management Ltd.
 Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Richard Ivey School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| Gome Home Appliances HK Ltd. | Corporate Officer/Principal | ||
| Faithful Trading Hk Ltd. | Comptroller/Controller/Auditor | ||
Sun Life Capital Management (Canada), Inc.
 Sun Life Capital Management (Canada), Inc. Investment ManagersFinance Sun Life Capital Management (Canada), Inc. (SLC Management) is an investment management firm headquartered in Toronto, Canada. Formerly known as Sun Life Investment Management, Inc., the firm is a subsidiary of Sun Life Financial, Inc. (TSE: SLF). SLC Management offers a range of institutional alternative asset class funds and liability-driven investing strategies to institutional investors in Canada. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Chief Investment Officer | |
| AYURCANN HOLDINGS CORP. | Pharmaceuticals: Other | Director/Board Member Chief Executive Officer | |
| Ayurcann, Inc. | Director/Board Member Chief Executive Officer |
Statistics
International
| Canada | 33 |
| Hong Kong | 11 |
| United States | 6 |
| Australia | 3 |
| China | 2 |
Sectoral
| Finance | 21 |
| Consumer Services | 17 |
| Commercial Services | 6 |
| Miscellaneous | 4 |
| Distribution Services | 2 |
Operational
| Director/Board Member | 212 |
| Corporate Officer/Principal | 177 |
| Undergraduate Degree | 99 |
| Independent Dir/Board Member | 58 |
| Chief Executive Officer | 45 |
Most connected contacts
| Insiders | |
|---|---|
| Lai Yin Poon | 32 |
| Kevin Talbot | 28 |
| Mark Goodman | 27 |
| Lee Goldman | 25 |
| Stephen Pearce | 22 |
| Thomas Traves | 19 |
| Steve Greenfield | 18 |
| P. Bruce West | 17 |
| Ka Ying Liu | 17 |
| C. Prieur | 17 |
| Paul Willibrord Derksen | 16 |
| Tania Maciver | 15 |
| George Langdon | 14 |
| John Kutkevicius | 13 |
| Kevin Strain | 12 |
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