Jeffrey S. Chisholm

Advisor at Wellington Financial LP

Jeffrey S. Chisholm

Jeffrey S. Chisholm

Advisor at Wellington Financial LP

Overview
Career Highlights

The Royal Agricultural Winter Fai

RelSci Relationships

869

Number of Boards

9

Birthday

03/1950

Age

69

Relationships
RelSci Relationships are individuals Jeffrey S. Chisholm likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Certicom Corp.

Relationship likelihood: Strong

President, Chief Executive Officer, Director at Toromont Industries Ltd.

Relationship likelihood: Strong

Former Chairman of the Board, Chief Executive Officer at Toromont Industries Ltd.

Relationship likelihood: Strong

Advisor at Wellington Financial LP

Relationship likelihood: Strong

Former President & Chief Executive Officer at Harlequin Worldwide Travel Ltd.

Relationship likelihood: Strong

President at Junior Achievement of OKI Partners, Inc.

Relationship likelihood: Strong

Advisor at Wellington Financial LP

Relationship likelihood: Strong

Advisor at Investeco Private Equity Fund I LP

Relationship likelihood: Strong

Chief Executive Officer at Extuple Inc.

Relationship likelihood: Strong

Trustee & President at NorthWest Healthcare Properties

Relationship likelihood: Strong

Paths to Jeffrey S. Chisholm
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Jeffrey S. Chisholm
Advisor at Wellington Financial LP
Education
BSBA
Class of 1971

Georgetown University is a private research university in Washington, D.C. Founded in 1789, it is the oldest Jesuit and Catholic university in the United States. Georgetown's main campus, located in Washington's Georgetown neighborhood, is noted for Healy Hall, a National Historic Landmark in the Romanesque revival style. Georgetown operates a law center on Capitol Hill and auxiliary campuses in Italy, Turkey, and Qatar.

Career History
Advisor
Current

Wellington Financial seeks to invest in mid- to later-stage private companies with existing external financing sources (or decent retained earnings), strong senior management teams, good corporate governance and clear business and market opportunities. The firm focuses on investments in the automation, automotive parts, biotechnology/healthcare, business services, light manufacturing, oil and gas services and technology sectors.They support Canadian-based, Canadian-listed or Canadian-backed, rapidly-growing private or public companies with existing customers and material revenue.They provide capital for turnaround situations (primarily public companies) where management changes or business model evolution will serve as a catalyst to improve the company's near-term business prospects.

Executive in Residence
Current

The Ivey Business School is located on Western University's campus in London, Ontario, Canada. Its MBA, along with a range of other programs, is offered by Western University, but it is managed separately with its own dean and budget. Its primary location is London, Ontario, but the school also has two executive teaching facilities in Toronto and Hong Kong. The University of Western Ontario created the Department of Commercial Economics within the Faculty of Arts in 1922 to offer elective course work in business. The first degree program was the Bachelor of Arts (Honors) in Business Administration (HBA). The school has been consistently ranked as one of Canada's top business schools

1971 - 2001

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C); United States Personal and Commercial Banking (U.S. P&C); Wealth Management; BMO Capital Markets; and Corporate Services. The Canadian P&C segment refers to retail banking and financial operations in Canada. The U.S. P&C segment offers retail banking and financial solutions in United States. The Wealth Management segment serves a full range of client segments from mainstream to high net worth and institutional, with a broad offering of wealth management products and services, including insurance products. The BMO Capital Markets segment offers investment and corporate banking and trading products lines of business primarily in North America. The Corporate Services segments comprises of technology and operations involve in the strategic planning, risk management, finance, legal and regulatory compliance, marketing, communications, and human resources. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Montreal, Canada.

Boards & Committees
Lead Director
2003 - Current

Certicom Corp. provides cryptographic technologies for computing and communications companies

Director
Current

Amex Bank of Canada, Inc. provides credit cards and other financial services. The company is a federally chartered bank which issues charge cards such as personal cards, gold cards, platinum cards, corporate cards as well as American Express Air Miles Cards and costco cards. The company is headquartered in Markham, Canada.

Vice Chairman
1991 - 2001

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C); United States Personal and Commercial Banking (U.S. P&C); Wealth Management; BMO Capital Markets; and Corporate Services. The Canadian P&C segment refers to retail banking and financial operations in Canada. The U.S. P&C segment offers retail banking and financial solutions in United States. The Wealth Management segment serves a full range of client segments from mainstream to high net worth and institutional, with a broad offering of wealth management products and services, including insurance products. The BMO Capital Markets segment offers investment and corporate banking and trading products lines of business primarily in North America. The Corporate Services segments comprises of technology and operations involve in the strategic planning, risk management, finance, legal and regulatory compliance, marketing, communications, and human resources. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Montreal, Canada.

Honorary Director
Current

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

Public Holdings
Restricted data only for RelSci Professional users.
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