Bruce Robertson
Director/Board Member at ACADIAN TIMBER CORP.
Net worth: 9 M $ as of 2024-05-30
Profile
Bruce K.
Robertson is currently the Lead Independent Director at Morguard Corp., an Independent Director at Acadian Timber Corp., and an Independent Trustee at Morguard North American Residential REIT.
Previously, he served as the President & Chief Executive Officer of Partners Value Split Corp.
from 2001 to 2009 and as the Chairman of Crystal River Capital, Inc. from 2006 to 2009.
He also held positions as a Director at NBS Technologies, Inc., ClubLink Corp., Brascan SoundVest Rising Distribution Split Trust, YPG Financing, Inc., Yellow Media, Inc., and Brookfield Corp.
Additionally, he was the President of Diversified Canadian Financial Corp.
from 2002 to 2005 and Diversified Canadian Financial II Corp.
from 2002 to 2007.
He worked as the Vice President-Investments at The Woodbridge Co. Ltd.
and as the Senior Managing Partner at Brookfield Asset Management PIC Canada LP from 1996 to 2009.
He also served as the Vice President-Investment Banking at Trilon Securities Corp.
Furthermore, he was a Principal at Grandview Capital from 2009 to 2013 and an Advisory Board Member at Forum Equity Partners, Inc. Mr. Robertson obtained his undergraduate degree from Queen's University in 1988.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-13 | 554,028 ( 1.47% ) | 6 M $ | 2024-05-30 | |
MORGUARD CORPORATION
0.27% | 2024-03-13 | 29,038 ( 0.27% ) | 2 M $ | 2024-05-30 |
ACADIAN TIMBER CORP.
-.--% | 2024-03-27 | 0 ( -.--% ) | - $ | 2024-05-30 |
Bruce Robertson active positions
| Companies | Position | Start |
|---|---|---|
| MORGUARD NORTH AMERICAN RESIDENTIAL REAL ESTATE INVESTMENT TRUST | Director/Board Member | 2012-02-29 |
| MORGUARD CORPORATION | Director/Board Member | 2010-05-17 |
| ACADIAN TIMBER CORP. | Director/Board Member | 2018-02-13 |
Former positions of Bruce Robertson
| Companies | Position | End |
|---|---|---|
Grandview Capital
 Grandview Capital Investment ManagersFinance Grandview Capital provides advisory services to mid-market companies facing either financial or operational challenges. Its advisory services include strategic planning, restructuring, corporate finance, mergers and acquisitions, board representation and interim senior management roles. The company is headquartered in Canada. | Corporate Officer/Principal | 2013-07-31 |
Brascan SoundVest Rising Distribution Split Trust
 Brascan SoundVest Rising Distribution Split Trust Investment Trusts/Mutual FundsMiscellaneous Brascan SoundVest Rising Distribution Split Trust is a managed investment fund that invests in a portfolio of income trusts. The Trust manages a portfolio of selected income trust securities from four primary sectors: business trusts, power generation and pipeline trusts, oil and gas royalty trusts, and real estate investment trusts (REITs). The Trust's investment objectives are to provide holders of preferred securities with fixed quarterly interest payments. The Trust is managed by Brookfield Investment Funds Management Inc., a subsidiary of Brookfield Asset Management Inc, an asset manager focused on property, power and other infrastructure assets. The Trust's investment advisor and portfolio manager is Brookfield Soundvest Capital Management Ltd. an investment advisor with specializes investing in income trusts and equities. | Director/Board Member | 2010-05-02 |
Brookfield Asset Management PIC Canada LP
 Brookfield Asset Management PIC Canada LP Investment ManagersFinance Brookfield Asset Management PIC Canada LP (BAM PIC Canada) is an investment advisory firm headquartered in Toronto, Canada. They are a subsidiary of Brookfield Infrastructure GP ULC, and their ultimate parent is Brookfield Corp. (NYSE: BN). BAM PIC Canada provides investment advisory services to private investment funds structured as limited partnerships (and alternative investment vehicles and parallel or co-investment vehicles formed for investments made outside or alongside the limited partnerships) and publicly listed operating partnerships. Investors in Brookfield Funds generally include public and corporate pensions, sovereign wealth funds, insurance companies, financial institutions, corporations and high-net worth individuals. | Chief Investment Officer | 2009-12-30 |
Crystal River Capital, Inc.
 Crystal River Capital, Inc. Real Estate Investment TrustsFinance Crystal River Capital, Inc. operates as a finance company. It offers residential mortgage-backed securities and commercial mortgage-backed securities whole mortgage loans, bridge loans, junior interests in mortgage loans. The company is headquartered in New York, NY. | Chairman | 2009-04-15 |
| PARTNERS VALUE SPLIT CORP. | President | 2009-04-14 |
Training of Bruce Robertson
| Queen's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 4 |
|---|---|
| BROOKFIELD CORPORATION | Finance |
| MORGUARD NORTH AMERICAN RESIDENTIAL REAL ESTATE INVESTMENT TRUST | Finance |
| MORGUARD CORPORATION | Finance |
| ACADIAN TIMBER CORP. | Non-Energy Minerals |
| Private companies | 14 |
|---|---|
Partners Value Split Corp.
 Partners Value Split Corp. Investment Trusts/Mutual FundsMiscellaneous Partners Value Split Corp. operates as a closed-end investment fund. Its investment portfolio comprises of Class A Limited voting shares of Brookfield Asset Management Inc. The company was founded on July 12, 2001 and is headquartered in Toronto, Canada. | Miscellaneous |
Diversified Canadian Financial Corp.
 Diversified Canadian Financial Corp. Investment ManagersFinance Located in Toronto, Diversified Canadian Financial Corp. is a closed end investment company. | Finance |
Diversified Canadian Financial II Corp.
 Diversified Canadian Financial II Corp. Investment Trusts/Mutual FundsMiscellaneous Located in Toronto, Diversified Canadian Financial II Corp. is a closed end investment company. | Miscellaneous |
Brookfield Asset Management PIC Canada LP
Brookfield Asset Management PIC Canada LP Investment ManagersFinance Brookfield Asset Management PIC Canada LP (BAM PIC Canada) is an investment advisory firm headquartered in Toronto, Canada. They are a subsidiary of Brookfield Infrastructure GP ULC, and their ultimate parent is Brookfield Corp. (NYSE: BN). BAM PIC Canada provides investment advisory services to private investment funds structured as limited partnerships (and alternative investment vehicles and parallel or co-investment vehicles formed for investments made outside or alongside the limited partnerships) and publicly listed operating partnerships. Investors in Brookfield Funds generally include public and corporate pensions, sovereign wealth funds, insurance companies, financial institutions, corporations and high-net worth individuals. | Finance |
Crystal River Capital, Inc.
Crystal River Capital, Inc. Real Estate Investment TrustsFinance Crystal River Capital, Inc. operates as a finance company. It offers residential mortgage-backed securities and commercial mortgage-backed securities whole mortgage loans, bridge loans, junior interests in mortgage loans. The company is headquartered in New York, NY. | Finance |
Trilon Securities Corp.
 Trilon Securities Corp. Investment Banks/BrokersFinance Trilon Securities Corp. is a broker/dealer located in Toronto, Ontario. The firm is a subsidiary of Trilon Financial Corp. and their ultimate parent is Brookfield Asset Management, Inc. Trilon Securities Corp. provides a full array of trading and execution services for their clients. They do not provide any internal research | Finance |
Brascan SoundVest Rising Distribution Split Trust
Brascan SoundVest Rising Distribution Split Trust Investment Trusts/Mutual FundsMiscellaneous Brascan SoundVest Rising Distribution Split Trust is a managed investment fund that invests in a portfolio of income trusts. The Trust manages a portfolio of selected income trust securities from four primary sectors: business trusts, power generation and pipeline trusts, oil and gas royalty trusts, and real estate investment trusts (REITs). The Trust's investment objectives are to provide holders of preferred securities with fixed quarterly interest payments. The Trust is managed by Brookfield Investment Funds Management Inc., a subsidiary of Brookfield Asset Management Inc, an asset manager focused on property, power and other infrastructure assets. The Trust's investment advisor and portfolio manager is Brookfield Soundvest Capital Management Ltd. an investment advisor with specializes investing in income trusts and equities. | Miscellaneous |
ClubLink Corp.
 ClubLink Corp. Movies/EntertainmentConsumer Services ClubLink Corp. engages in golf club and resort operations. It caters event such as golf tournament, weddings, meeting and conferences, and other celebrations. The company was founded by Bruce Simmonds on December 31, 1993 and is headquartered in King City, Canada. | Consumer Services |
NBS Technologies, Inc.
 NBS Technologies, Inc. Miscellaneous Commercial ServicesCommercial Services NBS Technologies, Inc. provides card personalization, secure identity and sale transaction solutions. The firm’s products include desktop card printers, desktop card embossers, desktop lasers, high-volume card issuance, smart card manufacturing equipment, card software, mobile payments and card imprinters. The company was founded in 1974 and is headquartered in Toronto, Canada. | Commercial Services |
YPG Financing, Inc.
 YPG Financing, Inc. Miscellaneous Commercial ServicesCommercial Services YPG Financing, Inc. was operated as a media and marketing company. The company was founded on July 28, 2003 was headquartered in Verdun, Canada. | Commercial Services |
Grandview Capital
Grandview Capital Investment ManagersFinance Grandview Capital provides advisory services to mid-market companies facing either financial or operational challenges. Its advisory services include strategic planning, restructuring, corporate finance, mergers and acquisitions, board representation and interim senior management roles. The company is headquartered in Canada. | Finance |
The Woodbridge Co. Ltd.
 The Woodbridge Co. Ltd. MiscellaneousMiscellaneous The Woodbridge Co. Ltd. is a holding company with interest in newspapers and magazines. The company was founded on January 28, 1944 and is headquartered in Toronto, Canada. | Miscellaneous |
| Yellow Media, Inc. /Online Ops 2/ | Technology Services |
Forum Equity Partners, Inc.
 Forum Equity Partners, Inc. Investment ManagersFinance Forum Equity Partners, Inc. (Forum Equity Partners) is a Private Equity firm founded in 2002 by Richard Abboud. The firm is headquartered in Toronto. | Finance |
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