Steven James Donald
Director/Board Member at Investment Industry Association of Canada
Profile
Steven James Donald currently works at Investment Industry Association of Canada, as Vice Chairman.
Mr. Donald also formerly worked at The Mutual Fund Dealers Association of Canada, as Director from 2010 to 2016, The Canadian Cancer Society, as Director, SHL Systemhouse, Inc., as Principal, Synergy Asset Management Inc., as Vice President from 1998 to 2003, Assante Corp., as President & Chief Operating Officer, CI Financial Corp., as Executive Vice President, Assante Wealth Management (Canada) Ltd., as President from 2005 to 2019, and Ernst & Young LLP (Missouri), as Principal.
Mr. Donald received his undergraduate degree from the University of British Columbia.
Steven James Donald active positions
Companies | Position | Start |
---|---|---|
Investment Industry Association of Canada
Investment Industry Association of Canada Miscellaneous Commercial ServicesCommercial Services The Investment Industry Association of Canada is a member-based professional association that aims to advance the growth and development of the Canadian investment industry. The association is based in Toronto, Canada. Ian Russell has been the CEO of the Canadian company since 2006. | Director/Board Member | - |
Former positions of Steven James Donald
Companies | Position | End |
---|---|---|
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Chief Executive Officer | 2018-12-31 |
The Mutual Fund Dealers Association of Canada
The Mutual Fund Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Mutual Fund Dealers Association of Canada provides mandatory compliance credits for CE activities until December 1, 2023. The non-profit company is based in Toronto, Canada. The Canadian company offers resources to help investors become more informed about mutual funds and provides guidance for members regarding CRM2 requirements and implementation. The company was founded in 1998, and Mark T. Gordon has been the CEO of the company since 1998. | Chairman | 2009-12-31 |
The Canadian Cancer Society
The Canadian Cancer Society Miscellaneous Commercial ServicesCommercial Services The Canadian Cancer Society operates as a non-profit organization that provides cancer charity services. It offers support and services and programs for the prevention and screening of cancer. The company was founded in 1938 and is headquartered in Toronto, Canada. | Director/Board Member | 2014-12-31 |
Synergy Asset Management Inc.
Synergy Asset Management Inc. Investment ManagersFinance Synergy Asset Management, Inc. operated as investment management firm. It provided services to security or commodity holders, brokers or dealers. The company was founded in 1997 and was headquartered in Toronto, ON. | Director of Finance/CFO | 2003-10-30 |
CI FINANCIAL CORP. | Corporate Officer/Principal | - |
Training of Steven James Donald
University of British Columbia | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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CI FINANCIAL CORP. | Finance |
Private companies | 8 |
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Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Finance |
Assante Corp.
Assante Corp. Investment ManagersFinance Assante Corp. provides integrated wealth management solutions. Its services include investment advice, portfolio management, tax planning, insurance, and estate planning services. The company was founded in 1995 and is headquartered in Toronto, Canada. | Finance |
Synergy Asset Management Inc.
Synergy Asset Management Inc. Investment ManagersFinance Synergy Asset Management, Inc. operated as investment management firm. It provided services to security or commodity holders, brokers or dealers. The company was founded in 1997 and was headquartered in Toronto, ON. | Finance |
SHL Systemhouse, Inc.
SHL Systemhouse, Inc. Information Technology ServicesTechnology Services Part of Insight Enterprises, Inc., SHL Systemhouse, Inc. is a Canadian company that provides systems integration services. The company is based in Ottawa, Canada. SHL Systemhouse was acquired by Action Ltd. on April 01, 1998 for $13.13 million. The company was founded by John B. Kelly. | Technology Services |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
Investment Industry Association of Canada
Investment Industry Association of Canada Miscellaneous Commercial ServicesCommercial Services The Investment Industry Association of Canada is a member-based professional association that aims to advance the growth and development of the Canadian investment industry. The association is based in Toronto, Canada. Ian Russell has been the CEO of the Canadian company since 2006. | Commercial Services |
The Mutual Fund Dealers Association of Canada
The Mutual Fund Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Mutual Fund Dealers Association of Canada provides mandatory compliance credits for CE activities until December 1, 2023. The non-profit company is based in Toronto, Canada. The Canadian company offers resources to help investors become more informed about mutual funds and provides guidance for members regarding CRM2 requirements and implementation. The company was founded in 1998, and Mark T. Gordon has been the CEO of the company since 1998. | Commercial Services |
The Canadian Cancer Society
The Canadian Cancer Society Miscellaneous Commercial ServicesCommercial Services The Canadian Cancer Society operates as a non-profit organization that provides cancer charity services. It offers support and services and programs for the prevention and screening of cancer. The company was founded in 1938 and is headquartered in Toronto, Canada. | Commercial Services |
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