![Tracy Zhao](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Tracy Zhao
Portfolio Manager-Fixed Income at Wellington Square Advisors, Inc.
Network origin in Tracy Zhao first degree
Entity | Entity type | Industry | |
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IA Clarington Investments, Inc.
![]() IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.
3
| Subsidiary | Investment Managers | 3 |
Wellington Square Advisors, Inc.
![]() Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tracy Zhao via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
NCM Asset Management Ltd.
![]() NCM Asset Management Ltd. Investment ManagersFinance Norrep Capital Management Ltd. (NCM) is a global investment manager headquartered in Calgary, Alberta, Canada. The firm was founded in 1995 as Hesperian Capital Management Ltd. They assumed portfolio management duties for Norrep Investments at the beginning of 1999. On 01 May 2018, Cumberland Partners (CPL), Norrep Investment Management Group Inc. (NIMGI; parent company of NCM), Perron & Partners Wealth Management Corp. (PPWM) and Perron Asset Management Inc. (PAM) amalgamated their entities. As a result of the combination, CIC, CPWM, NIMGI and NCM became wholly-owned subsidiaries of CPL. NCM has provided Canadians with an independent choice for their investments using a highly disciplined approach to investing. | Investment Managers | Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
University of Western Ontario | College/University | Undergraduate Degree Graduate Degree | |
McKenna Gale Capital, Inc.
![]() McKenna Gale Capital, Inc. Investment ManagersFinance McKenna Gale Capital, Inc (McKenna Gale Capital) is an independent private equity firm headquartered in Toronto. The firm is founded in 1995 by Kevin J. McKenna and Bob M. Gale. | Investment Managers | Private Equity Analyst | |
KPMG Corporate Finance LLC
![]() KPMG Corporate Finance LLC Investment ManagersFinance KPMG Corporate Finance LLC provides investment advisory services. The firm offers mergers and acquisitions advisory services including buy side, sell side, equity and debt financings and management buyouts. The company is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
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 | |
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. | Investment Banks/Brokers | Analyst-Equity | |
The Schulich School of Business | College/University | Masters Business Admin | |
Investia Financial Services, Inc.
![]() Investia Financial Services, Inc. Insurance Brokers/ServicesFinance Investia Financial Services, Inc. provides insurance services. It offers products and services associated with the distribution of investment funds and segregated funds. The company was founded in 1999 and is headquartered in Quebec, Canada. | Insurance Brokers/Services | Director/Board Member | |
McMaster University | College/University | Masters Business Admin | |
Richard Ivey School of Business | College/University | Masters Business Admin | |
Pepperdine University | College/University | Undergraduate Degree | |
McGill University | College/University | Undergraduate Degree |
Statistics
International
Canada | 11 |
United States | 3 |
Sectoral
Finance | 7 |
Consumer Services | 7 |
Operational
Portfolio Manager-Fixed Income | 6 |
Undergraduate Degree | 4 |
Masters Business Admin | 3 |
Corporate Officer/Principal | 2 |
Analyst-Equity | 2 |
Most connected contacts
Insiders | |
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Jeff Sujitno | 6 |
Terry John Thib | 6 |
Amar Singh Dhanoya | 4 |
Carl Andrew Mustos | 3 |
Andrew Khazzam | 3 |
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