Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Joseph Canavan

OTHER INVESTOR TYPE
Active STATUS
4 INVESTMENTS
4 PORTFOLIO
Description

Mr. Joseph Canavan is an Advisor & Investor at Koho. Joseph C. Canavan was Chairman and Chief Executive Officer of Assante Wealth Management and United Financial Corporation, an affiliated asset management firm until November 2009. Assante is a national wealth management company with $27 billion in assets under administration, for over 300,000 clients across Canada. He also serves as Advisor at Temperance Capital and serves as a Board Member at The Next Canada. Prior to joining Assante, Mr. Canavan was the President and CEO of Synergy Asset Management, a wealth management company he founded in December 1997 an organization which quickly became known as one of Canadas most innovative mutual fund companies. Synergy was acquired by CI Financial in October 2003. In 1994, he launched GT Global (Canada), which became the fastest-growing mutual fund company in Canadian history. Under Mr. Canavans leadership, the company gained $2.4 billion in assets in less than 30 months. GT Global is now part of AIM Trimark. In 1989, he joined Fidelity Investments. As Vice President and Director of National Sales, he helped grow assets from $60 million to $6 billion in four years. He began his career as a financial advisor with Burns Fry Ltd. Mr. Canavan was awarded Person of Influence of the Decade at the Canadian Investment Awards in 2004. In 2006, he was honoured as Concordia Universitys Alumnus of the Year. Prior to joining Assante, Mr. Canavan was the President and CEO of Synergy Asset Management, a wealth management company he founded in December 1997 - an organization which quickly became known as one of Canada's most innovative mutual fund companies. Synergy was acquired by CI Financial in October 2003. In 1994, he launched GT Global (Canada), which became the fastest-growing mutual fund company in Canadian history. Under Mr. Canavan's leadership, the company gained $2.4 billion in assets in less than 30 months. GT Global is now part of AIM Trimark. In 1989, he joined Fidelity Investments. As Vice President and Director of National Sales, he helped grow assets from $60 million to $6 billion in four years. He began his career as a financial advisor with Burns Fry Ltd. Mr. Canavan was awarded "Person of Influence of the Decade" at the Canadian Investment Awards in 2004. Mr. Canavan is Vice Chairman of the Childrens Aid Foundation, a director of the Fraser Institute and has recently retired from the Board of the National Ballet of Canada. Mr. Canavan has a Bachelor of Business Administration from Concordia University and has completed Harvard University's three-year executive management program for owners and presidents of companies

Investor Status
Actively Seeking New Investments
Primary Investor Type
Angel (individual)
Primary Office
  • 67 Mowat Avenue
  • Suite 200
  • Toronto, Ontario M6K 3E3
  • Canada

+1 (855) 000-0000

Joseph Canavan Investments (4)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
KOHO 28-May-2015 Seed Round 00000 Financial Software Generating Revenue 000000 0000000
0000 000000 11-Mar-2015 0000 00000 00.00 Social/Platform Software Generating Revenue 000000 0000000
Borrowell 03-Dec-2014 Seed Round 00.00 Consumer Finance Generating Revenue 000000 0000000
Wealthsimple 15-Sep-2014 Seed Round 00.00 Asset Management Generating Revenue 000000 0000000
To view this investor’s complete investment and acquisition history, request access »
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore Joseph Canavan’s full profile, request a free trial.

Joseph Canavan Team (1)

Name Title Deals Funds Boards Office Contact
Info
Joseph Canavan Angel Investor 0 0 Toronto, Canada