Robert Bertram
Director/Board Member chez PREMIUM INCOME CORPORATION
Fortune : 864 604 $ au 31/01/2024
Profil
Robert G.
Bertram is currently the Chairman of the Canadian Foundation for Governance Research, an Independent Director of World Financial Split Corp., Top 10 Split Trust, Core Canadian Dividend Trust, S Split Corp., Black Spruce Exploration Corp., and Alaris Equity Partners Income Trust.
He is also a Director of Premium Income Corp., Toronto Community Foundation, Insta-Rent, Inc., and The Investment Management Corp.
of Ontario.
Additionally, he is a Member of the Institute of Corporate Directors.
Previously, Bertram was the Chairman of the Pension Investment Association of Canada and held various Director positions at CNOOC Petroleum North America ULC, The Cadillac Fairview Corp.
Ltd., Mulvihill Pro-AMS RSP Split Share Corp., Top 10 Canadian Financial Trust, MCM Split Share Corp., AltaLink LP, US Tactical Allocation Fund, Maple Leaf Sports + Entertainment Ltd., Canadian Public Accountability Board, Alaris Equity Partners, Inc., Premier Canadian Income Fund, and Morguard Mortgage Investment Corp.
He was also the Executive Vice President of Ontario Teachers' Pension Plan Board and Treasurer & Assistant Vice President of TELUS Corp.
Bertram is a Member of the CFA Institute.
Bertram holds an MBA degree from the University of Alberta and an undergraduate degree from the University of Calgary.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 29/12/2023 | 69 337 ( 0,15% ) | 864 604 $ | 31/01/2024 |
Postes actifs de Robert Bertram
| Sociétés | Poste | Début |
|---|---|---|
| WORLD FINANCIAL SPLIT CORP. | Director/Board Member | - |
| PREMIUM INCOME CORPORATION | Director/Board Member | 06/12/2010 |
| MULVIHILL S SPLIT CORP. | Director/Board Member | - |
| TOP 10 SPLIT TR UN | Director/Board Member | - |
| ALARIS EQUITY PARTNERS INCOME TRUST | Director/Board Member | 01/07/2014 |
| CORE CANADIAN DIVIDEND TRUST | Director/Board Member | - |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Corporate Officer/Principal | - |
The Investment Management Corp. of Ontario
 The Investment Management Corp. of Ontario Investment ManagersFinance The Investment Management Corp. of Ontario (IMCO) is an independent investment firm headquartered in Toronto, Canada. IMCO was founded in 2016 to provide comprehensive and value-added investment management and advisory solutions to public-sector clients in Ontario. | Director/Board Member | - |
Insta-Rent, Inc.
 Insta-Rent, Inc. Finance/Rental/LeasingFinance Part of goeasy Ltd., Insta-Rent, Inc. operates rent-to-own appliance and furniture stores. The private company is based in Edmonton, Canada. Insta-Rent was acquired by goeasy Ltd. on November 07, 2008 for $9.22 million. | Director/Board Member | - |
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Anciens postes connus de Robert Bertram
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Formation de Robert Bertram
| University of Alberta | Masters Business Admin |
| University of Calgary | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| TELUS CORPORATION | Communications |
| ALARIS EQUITY PARTNERS INCOME TRUST | Finance |
| Entreprise privées | 26 |
|---|---|
CNOOC Petroleum North America ULC
 CNOOC Petroleum North America ULC Oil & Gas ProductionEnergy Minerals CNOOC Petroleum North America ULC is an upstream oil and gas company responsibly developing energy resources in the UK North Sea, offshore West Africa, the United States, and Western Canada. The firm has three principal businesses: conventional oil and gas, oil sans, and gas and oil. The company was founded in 1971 and is headquartered in Calgary, Canada. | Energy Minerals |
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
The Cadillac Fairview Corp. Ltd.
 The Cadillac Fairview Corp. Ltd. Real Estate DevelopmentFinance The Cadillac Fairview Corp. Ltd. acquires, develops, and manages commercial real estate properties. Its services included property management and market research. The firms real estate portfolio also included investments in retail, mixed-use and industrial real estate in Brazil, Colombia and Mexico. The company was founded in 1953 and is headquartered in Ontario, Canada. | Finance |
Mulvihill Pro-AMS RSP Split Share Corp.
 Mulvihill Pro-AMS RSP Split Share Corp. Investment Trusts/Mutual FundsMiscellaneous Mulvihill Pro-AMS RSP Split Share Corp. is a close ended equity mutual fund company that invests in the public equity markets of Canada and the United States. It makes its investments in companies from different market capitalization and operating across diversified sectors. The company was founded on January 8, 2002 and is headquartered in Toronto, Canada. | Miscellaneous |
Top 10 Canadian Financial Trust
 Top 10 Canadian Financial Trust Investment Trusts/Mutual FundsMiscellaneous Top 10 Canadian Financial Trust is a closed-end investment trust designed to provide unitholders with a quarterly cash distributions. It invests in securities consisting of common equity securities of Canadian banks and of Canadian life insurance companies, as well as exchange-traded funds, and other Strathbridge funds. The company was founded on February 15, 2000 and is headquartered in Toronto, Canada. | Miscellaneous |
MCM Split Share Corp.
 MCM Split Share Corp. Investment Trusts/Mutual FundsMiscellaneous MCM Split Share Corp. is mutual fund company. MCM Split Share was founded on December 5, 1997 and is headquartered in Toronto, Canada | Miscellaneous |
AltaLink LP
 AltaLink LP Electric UtilitiesUtilities AltaLink LP engages in provision of electricity transmission services. Its transmission systems are the essential links that connects homes, farms, businesses, and industries to the electricity generated across Alberta. It provides technical and financial solutions to enable Alberta's growing electricity market. The company was founded in 2001 and is headquartered in Calgary, Canada. | Utilities |
World Financial Split Corp.
 World Financial Split Corp. Investment Trusts/Mutual FundsMiscellaneous World Financial Split Corp. operates as a close-ended mutual fund. Its investment objective is to provide holders of share with regular quarterly cash distributions through investing in a portfolio which includes common equity securities selected from financial services or real estate companies by market capitalization in Canada, the United States, and the rest of the world. The company was founded on December 5, 2003 and is headquartered in Toronto, Canada. | Miscellaneous |
Top 10 Split Trust
 Top 10 Split Trust Investment Trusts/Mutual FundsMiscellaneous Top 10 Split Trust is a closed-end investment trust, which invests in a portfolio of securities consisting of common equity securities of the six Canadian banks and the four Canadian life insurance companies. It also invests in public investment funds including exchange-traded funds and other Strathbridge funds. The company was founded on January 22, 1997 and is headquartered in Toronto, Canada. | Miscellaneous |
Core Canadian Dividend Trust
 Core Canadian Dividend Trust Investment Trusts/Mutual FundsMiscellaneous Core Canadian Dividend Trust is a closed-end investment fund/investment trust. Its investment objective is to provide unitholders of the fund with monthly cash distributions. The firm invests in a blue-chip portfolio consisting of large capitalization, dividend-paying canadian companies in industry sectors that have an excellent long-term track record of dividend growth and share price appreciation. The company was founded on October 27, 2006 and is headquartered in Toronto, Canada. | Miscellaneous |
S Split Corp.
 S Split Corp. Investment Trusts/Mutual FundsMiscellaneous S Split Corp. is a closed-end investment fund and investment trust. The company was founded on January 26, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
US Tactical Allocation Fund
 US Tactical Allocation Fund Investment Trusts/Mutual FundsMiscellaneous US Tactical Allocation Fund is a closed-end investment trust. The fund's investment objectives are to maximize total returns for unitholders including both long-term appreciation in net asset value per unit and distributions; and pay unitholders monthly distributions in an amount targeted to be 6.5 percent per annum on the net asset value of the fund. The company is designed to provide investors with Canadian dollar exposure to the long-term performance of gold bullion and gold equity securities, while providing monthly distributions. It was founded on July 27, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
| Black Spruce Exploration Corp. | |
Premium Income Corp.
 Premium Income Corp. Investment Trusts/Mutual FundsMiscellaneous Premium Income Corp. is a mutual fund company, which engages in the portfolio consisting principally of common shares issued by Bank of Montreal, The Bank of Nova Scotia, Canadian Imperial Bank of Commerce, Royal Bank of Canada and The Toronto-Dominion Bank. The company was founded on August 27, 1996 and is headquartered in Toronto, Canada. | Miscellaneous |
Maple Leaf Sports + Entertainment Ltd.
 Maple Leaf Sports + Entertainment Ltd. Movies/EntertainmentConsumer Services Maple Leaf Sports + Entertainment Ltd. owns and operates sports franchises. The firm operates hockey, basketball, ice hockey and soccer clubs and teams and also operates concert venues for sporting and live events in television networks, websites and social media outposts for sports team. The company was founded by Conn Smyth in 1931 and is headquartered in Toronto, Canada. | Consumer Services |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Canadian Public Accountability Board
 Canadian Public Accountability Board Miscellaneous Commercial ServicesCommercial Services Canadian Public Accountability Board operates as an audit regulator. The company was founded in 2003 and is headquartered in Toronto, Canada. | Commercial Services |
| Toronto Community Foundation | Miscellaneous |
Institute of Corporate Directors
Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Commercial Services |
Pension Investment Association of Canada
 Pension Investment Association of Canada Investment ManagersFinance Pension Investment Association of Canada engages in pension oversight services. The firm provides legislative and regulatory pension investment and governance. The company was founded in 1977 and is headquartered in Toronto, Canada. | Finance |
Insta-Rent, Inc.
Insta-Rent, Inc. Finance/Rental/LeasingFinance Part of goeasy Ltd., Insta-Rent, Inc. operates rent-to-own appliance and furniture stores. The private company is based in Edmonton, Canada. Insta-Rent was acquired by goeasy Ltd. on November 07, 2008 for $9.22 million. | Finance |
Alaris Equity Partners, Inc.
 Alaris Equity Partners, Inc. Investment ManagersFinance Alaris Equity Partners, Inc. is an investment company, which engages in the provision of alternative financing to profitable and well-managed private businesses. The company was founded by Clayton H. Riddell and Stephen Reid on May 23, 2006 and is headquartered in Calgary, Canada. | Finance |
Premier Canadian Income Fund
 Premier Canadian Income Fund Investment Trusts/Mutual FundsMiscellaneous Premier Canadian Income Fund is a closed-end investment fund/investment trust. The fund provides a diversified investment in the energy, materials and financial sectors of the TSX/S&P 60 Index with attractive monthly distributions. It also utilizes a covered call option writing strategy to enhance the yield and reduce volatility. The fund's investment objectives are: to maximize total returns for unit holders including both long term appreciation in net asset value per unit and distributions; and to pay unit holders monthly, tax-efficient distributions in an amount targeted to be 6.5% per annum on the NAV of the fund. Premier Canadian Income Fund was founded on August 30, 1999 and is headquartered in Toronto, Canada. | Miscellaneous |
| Canadian Foundation for Governance Research | |
| Morguard Mortgage Investment Corp. | |
The Investment Management Corp. of Ontario
The Investment Management Corp. of Ontario Investment ManagersFinance The Investment Management Corp. of Ontario (IMCO) is an independent investment firm headquartered in Toronto, Canada. IMCO was founded in 2016 to provide comprehensive and value-added investment management and advisory solutions to public-sector clients in Ontario. | Finance |
