Wan Y. Kwun
Director of Research - Equity at Strategic Analysis Corp.
Network origin in Wan Y. Kwun first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
University of Toronto
437
| College/University | Other Consumer Services | 437 |
Strategic Analysis Corp.
 Strategic Analysis Corp. Investment ManagersFinance Strategic Analysis Corp. (SAC) is an independent, Canadian capital markets research firm headquartered in Toronto, Ontario. The firm was founded in 1978 as an economic research institute by physicist and economist, Dr. Verne Atrill. SAC provides independent and unbiased research and advice to individuals, financial professionals, and corporations. Their web-based investment research service covers over 4000 North American equities.
8
| Private Company | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Wan Y. Kwun via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Portfolio Manager-Equities 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 | Corporate Officer/Principal Director of Research - Equity Analyst-Equity Analyst-Equity | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity | |
| ENGHOUSE SYSTEMS LIMITED | Packaged Software | President Chief Administrative Officer | |
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 Analyst-Equity Analyst-Equity | |
| Rotman School of Management | College/University | Corporate Officer/Principal Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| AVIVA PLC | Multi-Line Insurance | Corporate Officer/Principal | |
Great Eastern Life Assurance (Malaysia) Bhd.
 Great Eastern Life Assurance (Malaysia) Bhd. Multi-Line InsuranceFinance Part of Oversea-Chinese Banking Corp. Ltd., Great Eastern Life Assurance (Malaysia) Bhd. The company is based in Kuala Lumpur, Malaysia. provides life insurance policy services. | Multi-Line Insurance | Director/Board Member | |
Overseas Assurance Corp. (Malaysia) Bhd.
 Overseas Assurance Corp. (Malaysia) Bhd. Insurance Brokers/ServicesFinance Part of Oversea-Chinese Banking Corp. Ltd., Overseas Assurance Corp. (Malaysia) Bhd. The company is based in Kuala Lumpur, Malaysia. provides insurance services. | Insurance Brokers/Services | Director/Board Member | |
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 Analyst-Equity Corporate Officer/Principal | |
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 Analyst-Equity Economist | |
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 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 Analyst-Equity 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 Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Davies Ward Phillips & Vineberg LLP
 Davies Ward Phillips & Vineberg LLP Miscellaneous Commercial ServicesCommercial Services Davies Ward Phillips & Vineberg LLP provides legal services. It offers services to industries, commercial companies and financial institutions. The company's clients include government, regulatory bodies, charitable organizations, international agencies, educational institutions, individuals and trusts & estates. It was founded in February 2002 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
HSBC Securities (Canada), Inc.
 HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
GrowthWorks Capital Ltd.
 GrowthWorks Capital Ltd. Investment ManagersFinance GrowthWorks Capital Ltd. (GrowthWorks) is a venture capital firm founded in 1992 by David Levi. The firm is headquartered in Vancouver, Columbia with additionaal offices in Saskatchewan, Manitoba, New Brunswick, Newfoundland, Nova Scotia, and Ontario. | Investment Managers | Private Equity Investor Sales & Marketing | |
| McGill University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| York University | College/University | Masters Business Admin Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Doctorate Degree | |
| University of Hong Kong | College/University | Masters Business Admin Corporate Officer/Principal | |
| University of British Columbia | College/University | Undergraduate Degree Doctorate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
UBS Bunting Warburg, Inc.
 UBS Bunting Warburg, Inc. Investment Banks/BrokersFinance Part of UBS Group AG, UBS Bunting Warburg, Inc. is a Canadian company that provides investment and securities trading related services. The company is based in Toronto, Canada. UBS Bunting Warburg was acquired by UBS AG, a subsidiary of UBS Group AG from UBS Securities Canada/Employees on January 19, 2006 for $122.84 million. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Casualty Actuarial Society
 Casualty Actuarial Society Miscellaneous Commercial ServicesCommercial Services The Casualty Actuarial Society operates as an association for professional education. The non-profit company is based in Arlington, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Chartered Professional Accountants of Ontario
 Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
C.D. Howe Institute
 C.D. Howe Institute Miscellaneous Commercial ServicesCommercial Services C.D. Howe Institute is a registered charity and an independent not-for-profit research institute based in Toronto, Canada. The Canadian company's mission is to raise living standards by fostering economically sound public policies. The Institute is widely considered to be the most influential think tank and a source of trusted policy intelligence. The company's research is nonpartisan, evidence-based, and subject to definitive expert review. The research area covers the impact of revenue-raising measures, fiscal balances and debts of governments, and the broad choices they make among major spending areas. The CEO of the company is William B. P. Robson. | Miscellaneous Commercial Services | President Chief Executive Officer | |
Hong Kong Institute of Certified Public Accountants
 Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Aquilini Investment Group, Inc.
 Aquilini Investment Group, Inc. Real Estate DevelopmentFinance Aquilini Investment Group, Inc. operates in real estate development, sports and entertainment and renewable energy sectors. It also develops, owns, and manages real estate properties. The firm owns and operates commercial and residential buildings, hotels, agricultural land, golf courses and restaurants. The company was founded in Luigi Aquilini and is headquartered in Vancouver, Canada. | Real Estate Development | President | |
Friends Provident International Ltd.
 Friends Provident International Ltd. Life/Health InsuranceFinance Part of International Financial Group Ltd. (United Kingdom), Friends Provident International Ltd. is a British company that provides life insurance services. The company is based in Castletown, UK. Adrian Emery has been the CEO of the company since 2015. Friends Provident International was acquired by RL360 Insurance Co. Ltd. from Aviva Plc on July 16, 2020 for $337.19 million. | Life/Health Insurance | Chairman | |
NeuroBioPharm, Inc.
 NeuroBioPharm, Inc. Pharmaceuticals: MajorHealth Technology Part of Neptune Wellness Solutions, Inc., NeuroBioPharm, Inc. is a Canadian company that engages in the research and development of novel proprietary active pharmaceutical ingredients for cognitive and neurological conditions. The company is based in Laval, Canada. NeuroBioPharm was acquired by Neptune Wellness Solutions, Inc. on February 20, 2015 for $0.22 million. | Pharmaceuticals: Major | Director/Board Member | |
IA Private Wealth, Inc. (Broker)
 IA Private Wealth, Inc. (Broker) Investment Banks/BrokersFinance IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Trinity College (Canada) | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin | |
| SAILFISH ROYALTY CORP. | Precious Metals | Director/Board Member Chief Executive Officer | |
| Great Eastern Financial Advisers Pte Ltd. | Director/Board Member | ||
| Young Presidents Organization (Texas) | Corporate Officer/Principal | ||
| AGESA HAYAT VE EMEKLILIK ANONIM SIRKETI | Life/Health Insurance | Director/Board Member |
Statistics
International
| Canada | 35 |
| United States | 5 |
| United Kingdom | 3 |
| Malaysia | 3 |
| Hong Kong | 3 |
Sectoral
| Finance | 27 |
| Consumer Services | 10 |
| Commercial Services | 8 |
| Technology Services | 2 |
| Health Technology | 2 |
Operational
| Director/Board Member | 233 |
| Corporate Officer/Principal | 178 |
| Undergraduate Degree | 93 |
| Analyst-Equity | 61 |
| Independent Dir/Board Member | 57 |
Most connected contacts
| Insiders | |
|---|---|
| Farid Harianto | 27 |
| Steven Mintz | 25 |
| Mark Kociancic | 24 |
| Christopher Wei | 23 |
| Jack M. Mintz | 22 |
| Adrian Montgomery | 21 |
| Kwok Fai Lee | 21 |
| Trevor Haynes | 20 |
| Dennis Logan | 18 |
| Enrique Julian Joseph Bernard Lõpez de Mesa | 16 |
| Paolo Lostritto | 15 |
| Flora Wood | 14 |
| Wendy K. Dobson | 13 |
| Adam Schatzker | 13 |
| Tom Meyer | 13 |
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