Steve Locke
Head-Fixed Income Invts at Mackenzie Financial Corp.
Network origin in Steve Locke first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
146
| Subsidiary | Investment Managers | 146 |
Howson Tattersall Investment Counsel Ltd.
 Howson Tattersall Investment Counsel Ltd. Investment ManagersFinance Founded in 1962, Howson Tattersall Investment Counsel Ltd. is an investment advisor located in Toronto, Ontario. The firm is also known as Howson Tattersall Private Asset Management. They manage portfolios for leading institutions and wealthy individuals. Howson Tattersall Investment Counsel is a subsidiary of Mackenzie Financial Corp., a Toronto-based registered investment advisor and mutual fund manager. Mackenzie Financial Corp. is part of IGM Financial Inc., (TSX: IGM), one of Canada's largest financial services companies. The firm's ultimate parent is Power Financial Corp. (TSX: PWF)
19
| Extinct | Investment Managers | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steve Locke via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Corporate Officer/Principal Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree Doctorate Degree | |
| Queen's University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree | |
| University of Manitoba | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| York University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
I. G. Investment Management Ltd.
 I. G. Investment Management Ltd. Investment ManagersFinance I. G. Investment Management Ltd. (IGIM) is a Canadian mutual fund manager headquartered in Winnipeg, Manitoba. In 2017, IGM Financial Inc. (TSE: IGM) combined the investment management functions of Investors Group, Inc. and Mackenzie Investments to form a single global investment management organization. The firm is a subsidiary of Investors Group, Inc., ultimately held by Power Corp. of Canada (TSE: POW). IGIM offers a diverse group of mutual funds covering different industry sectors for individual and institutional investors. | Investment Managers | Portfolio Manager-Equities Head-Equity Investments Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities | |
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 | Corporate Officer/Principal Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Investment Managers | Analyst-Equity Head-Equity Investments Analyst-Equity Head-Equity Investments Portfolio Manager-Equities | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| McMaster University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
| IGM FINANCIAL INC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal Chief Executive Officer Director of Finance/CFO | |
| Rotman School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
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 Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
| MACKENZIE MASTER LIMITED PARTNERSHIP | Investment Trusts/Mutual Funds | Chief Executive Officer Chief Executive Officer Chief Executive Officer Chief Executive Officer | |
| MMLP GP, Inc. | Chief Executive Officer Chief Executive Officer Chief Executive Officer Chief Executive Officer | ||
| Dalhousie University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Mackenzie, Inc.
 Mackenzie, Inc. Investment ManagersFinance Mackenzie, Inc. provides investment services. The company is headquartered in Winnipeg, Canada. | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Executive Officer | |
CIBC Asset Management, Inc.
 CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Corporate Officer/Principal | |
Burgundy Asset Management Ltd.
 Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
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 | |
Franklin Templeton Investments Corp.
 Franklin Templeton Investments Corp. Investment ManagersFinance Franklin Templeton Investments Corp. (FTI) is a SEC-registered investment advisor and mutual fund manager headquartered in Toronto, Canada. The firm was founded in 2000 and they are a subsidiary of Templeton International, Inc. Their ultimate parent is Franklin Resources, Inc. (NYSE: BEN), a global investment management company also known as Franklin Templeton Investments. FTI provides investment advisory and portfolio management services with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts for institutional and high net-worth clients. | Investment Managers | Director of Finance/CFO Analyst-Equity | |
Canada Pension Plan Investment Board
 Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (CPPIB) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 and is also known as the CPP Investment Board. CPPIB manages the investments of the Canada Pension Plan (CPP). | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Vancity Investment Management Ltd.
 Vancity Investment Management Ltd. Investment ManagersFinance Vancity Investment Management Ltd. (VCIM) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 1995 and is a wholly owned subsidiary of Vancouver City Savings Credit Union. VCIM is a subadvisor to the IA Clarington Inhance SRI funds. The firm is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Director of Investments Analyst-Equity | |
Invesco Canada Ltd.
 Invesco Canada Ltd. Investment ManagersFinance Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
OMERS Administration Corp.
 OMERS Administration Corp. Investment ManagersFinance OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
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 Corporate Officer/Principal | |
Portico Investment Management
 Portico Investment Management Investment ManagersFinance Portico Investment Management (Portico) is a Canadian investment advisor headquartered in London, Ontario. The firm is a subsidiary of GLC Asset Management Group Ltd., ultimately owned by Power Financial Corp. of Canada (TSE: POW). In 2011, Great-West Life, London Life and Canada Life brought together three Canadian investment management subsidiaries under the umbrella of a new Canadian investment management subsidiary, GLC Asset Management Group Ltd. These divisions included GWL Investment Management, London Capital Management and Laketon Investment Management. In 2012, Portico was founded as GLC's fixed income investment management division. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
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 | Corporate Officer/Principal Analyst-Equity | |
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 | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities Sales & Marketing | |
| University of Calgary | College/University | Undergraduate Degree Graduate Degree | |
| Mackenzie Financial Capital Corp. | Finance/Rental/Leasing | Director/Board Member Chief Executive Officer | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Mackenzie Investments Corp.
 Mackenzie Investments Corp. Investment ManagersFinance Part of Power Financial Corp., Mackenzie Investments Corp. is a Canadian company that provides investment and asset management services. The company is based in Toronto, Canada. | Investment Managers | Director/Board Member Director of Finance/CFO | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Director/Board Member Sales & Marketing | |
Saxon Financial, Inc.
 Saxon Financial, Inc. Investment ManagersFinance Saxon Financial, Inc. provides investment advice. The company was founded in and is headquartered in | Investment Managers | Corporate Officer/Principal President | |
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 | Analyst-Equity Analyst-Equity | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Veritas Investment Research Corp.
 Veritas Investment Research Corp. Investment ManagersFinance Veritas Investment Research Corp. (Veritas) is an independent equity research firm headquartered in Toronto, Canada. The firm was founded in 2000 by Michael Palmer and Anthony Scilipoti. Veritas provides in-depth analysis of Canadian and international companies, identifying upside and downside catalysts. Their unique forensic accounting-based research approach has proven that a careful understanding of financial information is the key to a secure investment decision. | Investment Managers | Corporate Officer/Principal Analyst-Equity |
Statistics
International
| Canada | 47 |
| United States | 4 |
| Hong Kong | 2 |
Sectoral
| Finance | 35 |
| Consumer Services | 15 |
| Miscellaneous | 2 |
Operational
| Portfolio Manager-Equities | 131 |
| Undergraduate Degree | 90 |
| Analyst-Equity | 85 |
| Corporate Officer/Principal | 70 |
| Director/Board Member | 43 |
Most connected contacts
| Insiders | |
|---|---|
| Jeffrey Carney | 30 |
| Charles Robert Sims | 21 |
| Barry McInerney | 11 |
| Alain Bergeron | 11 |
| J. Gould | 10 |
| Paul Taylor | 9 |
| Gordon Winter | 8 |
| Leslie Aaron Grober | 8 |
| Suzann Elizabeth Pennington | 8 |
| Rick Weed | 8 |
| Dave Co Chan | 7 |
| Dongwei Ye | 7 |
| Samira Khan | 7 |
| Phil Taller | 7 |
| Irina Skrylev | 7 |
- Stock Market
- Insiders
- Steve Locke
- Company connections
