Theresa Shutt
Investment Committee Member at Fiera Private Debt, Inc.
Network origin in Theresa Shutt first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
McMaster University
50
| College/University | Other Consumer Services | 50 |
Rotman School of Management
31
| College/University | Other Consumer Services | 31 |
Fiera Private Debt, Inc.
 Fiera Private Debt, Inc. Investment ManagersFinance Fiera Private Debt Inc (Fiera Private Debt) is a private equity subsidiary of Fiera Capital Corp founded in 1994. The firm is headquartered in Quebec, Canada.
23
| Subsidiary | Investment Managers | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Theresa Shutt via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| CIT GROUP INC. | Major Banks | 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 | Director of Research - Equity Portfolio Manager-Equities | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
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 | |
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 Analyst-Equity | |
| ST ANDREW GOLDFIELDS LTD | Precious Metals | Human Resources Officer | |
| SALESFORCE.COM, INC. | Packaged Software | Consultant / Advisor | |
| University of Virginia | College/University | Masters Business Admin Undergraduate Degree | |
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 | Analyst-Equity Analyst-Fixed Income | |
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 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 | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Foyston, Gordon & Payne, Inc.
 Foyston, Gordon & Payne, Inc. Investment ManagersFinance Foyston, Gordon & Payne, Inc. (FGP) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1980 and is jointly owned by their management and AMG Canada Corp., an indirect, wholly owned subsidiary of Affiliated Managers Group, Inc. (NYSE: AMG) in the US. FGP provides value-oriented portfolio management to organizations and high net-worth individuals. | Investment Managers | 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 Trading-Fixed Income Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity Trading-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 Institutional Sales | |
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 Corporate Officer/Principal | |
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 | |
Generation PMCA Corp.
 Generation PMCA Corp. Investment ManagersFinance Generation PMCA Corp. is an investment management firm headquartered in Toronto, Canada. The firm was co-founded by Randall Abramson in 1999 and is a subsidiary of 1346049 Ontario Ltd. Generation PMCA provides discretionary portfolio management for institutions and high net worth individuals, primarily through separately managed accounts. | Investment Managers | Analyst-Equity Compliance Officer | |
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 Analyst-Equity | |
Raymond James Ltd. (Broker)
 Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
| FIRSTCARIBBEAN INTERNATIONAL BANK LIMITED | Major Banks | Chief Administrative Officer | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| HEC Montréal | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Graduate Degree | |
| York University | College/University | Masters Business Admin Masters Business Admin | |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
| American University | College/University | Graduate Degree Graduate Degree | |
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 | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin | |
Echelon Wealth Partners, Inc.
 Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
The Ontario Tourism Education Corp.
 The Ontario Tourism Education Corp. Miscellaneous Commercial ServicesCommercial Services The Ontario Tourism Education Corp. is a leader in tourism and hospitality education. The private company is based in Toronto, Canada. The Canadian company offers workforce solutions for businesses and customer service training. | Miscellaneous Commercial Services | Director/Board Member | |
Payments Canada
 Payments Canada Miscellaneous Commercial ServicesCommercial Services Payments Canada provides clearing and settlement infrastructure, processes and rules essential to transactions. It offers Canada’s national payments systems. The company was founded in 1980 and is headquartered in Ottawa, Canada. | Miscellaneous Commercial Services | Chief Executive Officer | |
Docker, Inc.
 Docker, Inc. Packaged SoftwareTechnology Services Docker, Inc. engages in the operation and development of a container management platform. It provides developers, architects, development operations, and information technology clients solutions for building, sharing and running modern applications. It offers Docker Enterprise and Docker Hub. The firm serves the government, higher education, financial services, insurance, and healthcare and pharmaceutical industry. The company was founded by Solomon Hykes, Benjamin Golub, and Pahl Sebastien in 2008 and is headquartered in San Francisco, CA. | Packaged Software | Consultant / Advisor | |
| SHINY HEALTH & WELLNESS CORP. | Internet Retail | Director/Board Member | |
INTRIA Items, Inc.
 INTRIA Items, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Canadian Imperial Bank of Commerce, INTRIA Items, Inc. provides check clearing, document imaging, file management, lockbox processing, account and deposit processing, print and mail management services, and currency services. The company is based in Mississauga, Canada. | Miscellaneous Commercial Services | President | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Analyst-Equity | |
| CIBC Reinsurance Co. Ltd. | Director/Board Member |
Statistics
International
| Canada | 40 |
| United States | 8 |
| Barbados | 3 |
| Hong Kong | 2 |
Sectoral
| Finance | 27 |
| Consumer Services | 13 |
| Miscellaneous | 4 |
| Commercial Services | 4 |
| Technology Services | 3 |
Operational
| Corporate Officer/Principal | 86 |
| Undergraduate Degree | 85 |
| Director/Board Member | 72 |
| Analyst-Equity | 68 |
| Masters Business Admin | 54 |
Most connected contacts
| Insiders | |
|---|---|
| Brendan Calder | 25 |
| Shermaine Tilley | 17 |
| Andrea Abt | 16 |
| Ovidiu-Dan Galatanu | 15 |
| Ali Wasti | 14 |
| Adam Schatzker | 13 |
| Tom Meyer | 13 |
| Jude Pinto | 12 |
| Jeffrey Hasham | 11 |
| Helen Rattee | 9 |
| Joe Fazzini | 9 |
| Fadi Benjamin | 8 |
| Owen Ko | 8 |
| Michael Starogiannis | 8 |
| Kevin Krishnaratne | 7 |
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