A. Oughtred
Director/Board Member at SBI Canada Bank
Net worth: 828 874 $ as of 2024-04-29
Profile
A.
Winn Oughtred is currently a Director at Oppenheimer & Co., Inc., SBI Canada Bank, Belmont House, and a Member-Independent Review Committee at Guardian Capital Funds.
Previously, he held positions as a Director at CI Financial, Inc., Skylon International Advantage Yield Trust, and Asian Coast Development (Canada) Ltd.
He was also an Independent Director at CI Financial Corp.
from 2011 to 2016 and at Oppenheimer Holdings, Inc. from 2011 to 2024.
Additionally, he served as Counsel at Borden Ladner Gervais LLP in 2009 and as a Trustee at CI Financial Income Fund from 2006 to 2009.
Mr. Oughtred obtained a graduate degree from Osgoode Hall Law School.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-02-29 | 21,275 ( 0.21% ) | 828 874 $ | 2024-04-29 |
A. Oughtred active positions
| Companies | Position | Start |
|---|---|---|
SBI Canada Bank
 SBI Canada Bank Regional BanksFinance Part of State Bank of India, SBI Canada Bank is a domestic branch of a foreign bank. The private company is based in Toronto, Canada. | Director/Board Member | 2010-05-16 |
| Belmont House | Director/Board Member | 2010-05-16 |
| Guardian Capital Funds | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Director/Board Member | 1978-12-31 |
Former positions of A. Oughtred
| Companies | Position | End |
|---|---|---|
| OPPENHEIMER HOLDINGS INC. | Director/Board Member | 2024-05-05 |
| CI FINANCIAL CORP. | Director/Board Member | 2015-12-31 |
Signature Diversified Value Trust
 Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Signature Diversified Value Trust is an investment trust designed to provide investors with tax effective monthly distributions equal to an annual yield of 8%. Signature Diversified Value Trust was founded on October 30, 2002 and is headquartered in Toronto, Canada. | Director/Board Member | 2013-01-06 |
Borden Ladner Gervais LLP
 Borden Ladner Gervais LLP Miscellaneous Commercial ServicesCommercial Services Borden Ladner Gervais LLP provides legal services. It offers services in the areas of business law, litigation, and intellectual property. The company has offices in Calgary, Montreal, Ottawa, Toronto, Vancouver and Waterloo Regions. The company was founded in 2001 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | 2009-05-30 |
| CI Financial Income Fund | Director/Board Member | 2009-01-06 |
Training of A. Oughtred
| Osgoode Hall Law School | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| OPPENHEIMER HOLDINGS INC. | Finance |
| CI FINANCIAL CORP. | Finance |
| Private companies | 10 |
|---|---|
| CI Financial, Inc. | Miscellaneous |
Borden Ladner Gervais LLP
Borden Ladner Gervais LLP Miscellaneous Commercial ServicesCommercial Services Borden Ladner Gervais LLP provides legal services. It offers services in the areas of business law, litigation, and intellectual property. The company has offices in Calgary, Montreal, Ottawa, Toronto, Vancouver and Waterloo Regions. The company was founded in 2001 and is headquartered in Toronto, Canada. | Commercial Services |
| CI Financial Income Fund | Miscellaneous |
SBI Canada Bank
SBI Canada Bank Regional BanksFinance Part of State Bank of India, SBI Canada Bank is a domestic branch of a foreign bank. The private company is based in Toronto, Canada. | Finance |
| Belmont House | |
Asian Coast Development (Canada) Ltd.
 Asian Coast Development (Canada) Ltd. Hotels/Resorts/Cruise linesConsumer Services Asian Coast Development (Canada) Ltd. was developed real estate investment services specializing in resort destinations. The company was founded by Mike Steele and was headquartered in Vancouver, Canada. | Consumer Services |
Signature Diversified Value Trust
Signature Diversified Value Trust Investment Trusts/Mutual FundsMiscellaneous Signature Diversified Value Trust is an investment trust designed to provide investors with tax effective monthly distributions equal to an annual yield of 8%. Signature Diversified Value Trust was founded on October 30, 2002 and is headquartered in Toronto, Canada. | Miscellaneous |
Skylon International Advantage Yield Trust
 Skylon International Advantage Yield Trust Investment Trusts/Mutual FundsMiscellaneous Skylon International Advantage Yield Trust operates as a closed-end investment trust. Its investment objective is to provide unit holders with a stable stream of tax efficient monthly distributions consisting of capital gains and return of capital per series A and series B units. The trust's investment objective is to preserve and enhance the net asset value of each series of units of the trust in order to return at least the original subscription price of the units to unit holders. Skylon International Advantage Yield Trust was founded on June 26, 2003 and is headquartered in Toronto, Canada. | Miscellaneous |
| Guardian Capital Funds | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
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