Timothy James Burnside Burgess
Chief Executive Officer at WealthAgile, Inc.
Profile
Timothy James Burnside Burgess founded WealthAgile, Inc. in 2020, where he is working as Chief Executive Officer & Director from 2020.
Mr. Burgess also formerly worked at Haywood Securities, Inc., as Sales Associate from 2001 to 2012, PI Financial Corp., as Sales Associate in 2001, and Spartan Fund Management, Inc., as Portfolio Manager from 2018 to 2020.
Mr. Burgess received his undergraduate degree in 1991 from the University of Guelph, undergraduate degree in 1986 from the University of Guelph, and Masters Business Admin degree in 1993 from the University of Toronto.
Timothy James Burnside Burgess active positions
Companies | Position | Start |
---|---|---|
WealthAgile, Inc. | Chief Executive Officer | 2020-06-30 |
Former positions of Timothy James Burnside Burgess
Companies | Position | End |
---|---|---|
Spartan Fund Management, Inc.
Spartan Fund Management, Inc. Investment ManagersFinance Spartan Fund Management, Inc. is an independent alternative investment manager headquartered in Toronto, Canada. Founded in 2006, the firm provides, through pooled funds, a broad selection of alternative investment solutions to high net worth individuals and family offices. | Portfolio Manager-Equities | 2019-12-31 |
Haywood Securities, Inc.
Haywood Securities, Inc. Investment Banks/BrokersFinance Founded in 1981, Haywood Securities Inc. is a broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary and Toronto. The firm offers a full array of investment services. Their research focuses on companies in the mining, oil & gas, biotechnology, telecommunications and technology sectors. They focus on young companies that are built around innovative ideas and offer the potential for rapid growth. Haywood Securities is a member of the Toronto Stock Exchange, the TSX Venture Exchange, the Montreal Exchange, the Canadian Trading and Quotation System, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. They are also registered to transact securities business in the U.S. and are a member of the NASD. | Institutional Sales | 2012-01-31 |
PI Financial Corp.
PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Corporate Officer/Principal | 2000-12-31 |
Training of Timothy James Burnside Burgess
University of Guelph | Undergraduate Degree |
University of Toronto | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
---|---|
Haywood Securities, Inc.
Haywood Securities, Inc. Investment Banks/BrokersFinance Founded in 1981, Haywood Securities Inc. is a broker/dealer headquartered in Vancouver, British Columbia with additional offices in Calgary and Toronto. The firm offers a full array of investment services. Their research focuses on companies in the mining, oil & gas, biotechnology, telecommunications and technology sectors. They focus on young companies that are built around innovative ideas and offer the potential for rapid growth. Haywood Securities is a member of the Toronto Stock Exchange, the TSX Venture Exchange, the Montreal Exchange, the Canadian Trading and Quotation System, the Canadian Investor Protection Fund and the Investment Dealers Association of Canada. They are also registered to transact securities business in the U.S. and are a member of the NASD. | Finance |
PI Financial Corp.
PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Finance |
Spartan Fund Management, Inc.
Spartan Fund Management, Inc. Investment ManagersFinance Spartan Fund Management, Inc. is an independent alternative investment manager headquartered in Toronto, Canada. Founded in 2006, the firm provides, through pooled funds, a broad selection of alternative investment solutions to high net worth individuals and family offices. | Finance |
WealthAgile, Inc. |
- Stock Market
- Insiders
- Timothy James Burnside Burgess