Jonathan Morgan
Chief Executive Officer at CANADIAN GENERAL INVESTMENTS, LIMITED
Net worth: 6 M $ as of 2024-03-30
Profile
Mr. Jonathan A.
Morgan is an Executive Vice President & Chief Operating Officer at Morgan, Meighen & Associates Ltd., a President, Chief Executive Officer & Director at Canadian General Investments Ltd.
and a Director & Vice President at The Catherine & Maxwell Meighen Foundation.
He is on the Board of Directors at Canadian General Investments Ltd., The Catherine & Maxwell Meighen Foundation and Canadian Opera Co. He has over 10 years' experience in the industry.
At Morgan, Meighen & Associates, in addition to being the lead investor relations representative, his responsibilities include portfolio management, strategic planning, business development and security analysis.
Mr. Morgan was previously employed as a President, Chief Executive Officer & Director by Canadian World Fund Ltd.
and a President & Chief Executive Officer by Third Canadian General Investment Trust Ltd.
He received his undergraduate degree from Queen's University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-02-28 | 214,666 ( 1.03% ) | 6 M $ | 2024-03-30 |
Jonathan Morgan active positions
| Companies | Position | Start |
|---|---|---|
| CANADIAN GENERAL INVESTMENTS, LIMITED | Chief Executive Officer | 2010-01-05 |
Morgan, Meighen & Associates Ltd.
 Morgan, Meighen & Associates Ltd. Investment ManagersFinance Morgan Meighen & Associates Ltd. (Morgan Meighen) is an independent, Canadian investment manager headquartered in Toronto, Ontario. The firm was founded in 1955 as Maxwell Meighen & Associates Ltd. and changed its name to Morgan Meighen & Associates Ltd. in 2000. Morgan Meighen provides investment management services to private clients, institutional clients, and closed-end fund investors. | Chief Operating Officer | 2001-11-30 |
| The Catherine & Maxwell Meighen Foundation | Director/Board Member | - |
Canadian Opera Co.
 Canadian Opera Co. Packaged SoftwareTechnology Services Canadian Opera Co. operates as an opera company. It enjoys an international reputation for artistic excellence and creative innovation. The company is headquartered in Toronto, Canada. | Director/Board Member | - |
Former positions of Jonathan Morgan
| Companies | Position | End |
|---|---|---|
Third Canadian General Investment Trust Ltd.
 Third Canadian General Investment Trust Ltd. Finance/Rental/LeasingFinance Third Canadian General Investment Trust Ltd. was one of the oldest publicly listed closed-end funds in North America. On October 5, 2011, Third Canadian Holdings #1 Ltd. acquired all of the issued and outstanding common shares of Third Canadian (the “Shares”) not currently held by Holdings #1, its associates and affiliates, pursuant to a Plan of Arrangement under the Canada Business Corporations Act (the “Arrangement”). It is headquartered in Toronto, ON. | President | 2011-10-10 |
| CANADIAN WORLD FUND LIMITED | Chief Executive Officer | - |
Training of Jonathan Morgan
| Queen's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Canadian General Investments Ltd.
 Canadian General Investments Ltd. Investment Trusts/Mutual FundsMiscellaneous Canadian General Investments Ltd. operates as a closed-end equity fund, which focuses on medium term to long term investments in Canadian corporations. Its objective is to provide returns to investors through prudent security selection. The company was founded on January 15, 1930 and is headquartered in Toronto, Canada. | Miscellaneous |
Third Canadian General Investment Trust Ltd.
Third Canadian General Investment Trust Ltd. Finance/Rental/LeasingFinance Third Canadian General Investment Trust Ltd. was one of the oldest publicly listed closed-end funds in North America. On October 5, 2011, Third Canadian Holdings #1 Ltd. acquired all of the issued and outstanding common shares of Third Canadian (the “Shares”) not currently held by Holdings #1, its associates and affiliates, pursuant to a Plan of Arrangement under the Canada Business Corporations Act (the “Arrangement”). It is headquartered in Toronto, ON. | Finance |
Canadian World Fund Ltd.
 Canadian World Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous Canadian World Fund Ltd. operates as a closed-end investment fund. Its objective is to provide its investors with long-term returns by investing in publicly traded companies. The company was founded on January 27, 1994 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian Opera Co.
Canadian Opera Co. Packaged SoftwareTechnology Services Canadian Opera Co. operates as an opera company. It enjoys an international reputation for artistic excellence and creative innovation. The company is headquartered in Toronto, Canada. | Technology Services |
Morgan, Meighen & Associates Ltd.
Morgan, Meighen & Associates Ltd. Investment ManagersFinance Morgan Meighen & Associates Ltd. (Morgan Meighen) is an independent, Canadian investment manager headquartered in Toronto, Ontario. The firm was founded in 1955 as Maxwell Meighen & Associates Ltd. and changed its name to Morgan Meighen & Associates Ltd. in 2000. Morgan Meighen provides investment management services to private clients, institutional clients, and closed-end fund investors. | Finance |
| The Catherine & Maxwell Meighen Foundation |
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