FOSTER & ASSOCIATES FINANCIAL SERVICES - History of Changes


DateDescription
2024-03-08 delete vp Raj Arora
2024-03-08 delete email cc..@fostergroup.ca
2024-03-08 delete email ew..@fostergroup.ca
2024-03-08 delete email lq..@fostergroup.ca
2024-03-08 delete email rj..@fostergroup.ca
2024-03-08 delete person Chris Chatzimichalis
2024-03-08 delete person Evan Wright
2024-03-08 insert email cm..@fostergroup.ca
2024-03-08 insert management_pages_linkeddomain instagram.com
2024-03-08 insert management_pages_linkeddomain wheelhouseresearch.com
2024-03-08 insert person Celeste Merey
2024-03-08 update person_title Raj Arora: Vice - President; Portfolio Manager => Portfolio Manager
2023-01-08 insert otherexecutives Cliff Rose
2023-01-08 insert otherexecutives Karen Parente
2023-01-08 insert otherexecutives Matthew Laffrade
2023-01-08 insert svp Cliff Rose
2023-01-08 insert vp Raj Arora
2023-01-08 delete address 372 Bay Street, Suite 1100 Toronto, Ontario M5H 2W9
2023-01-08 delete person Frankie Liu
2023-01-08 delete person Joel Panet
2023-01-08 insert email aa..@fostergroup.ca
2023-01-08 insert email aa..@fostergroup.ca
2023-01-08 insert email ag..@fostergroup.ca
2023-01-08 insert email aw..@fostergroup.ca
2023-01-08 insert email aw..@fostergroup.ca
2023-01-08 insert email bm..@fostergroup.ca
2023-01-08 insert email bw..@fostergroup.ca
2023-01-08 insert email cb..@fostergroup.ca
2023-01-08 insert email cc..@fostergroup.ca
2023-01-08 insert email cf..@fostergroup.ca
2023-01-08 insert email cr..@fostergroup.ca
2023-01-08 insert email dw..@fostergroup.ca
2023-01-08 insert email ew..@fostergroup.ca
2023-01-08 insert email gt..@fostergroup.ca
2023-01-08 insert email hs..@fostergroup.ca
2023-01-08 insert email kp..@fostergroup.ca
2023-01-08 insert email lq..@fostergroup.ca
2023-01-08 insert email ml..@fostergroup.ca
2023-01-08 insert email ml..@fostergroup.ca
2023-01-08 insert email np..@fostergroup.ca
2023-01-08 insert email pk..@fostergroup.ca
2023-01-08 insert email pm..@fostergroup.ca
2023-01-08 insert email ra..@fostergroup.ca
2023-01-08 insert email rj..@fostergroup.ca
2023-01-08 insert email sc..@fostergroup.ca
2023-01-08 insert email vt..@fostergroup.ca
2023-01-08 insert management_pages_linkeddomain stevencarinci.ca
2023-01-08 insert person Gareth Tingling
2023-01-08 insert person McIver Lochran
2023-01-08 update person_description Aldo Wright => Aldo Wright
2023-01-08 update person_description Alixandra Albert => Alixandra Albert
2023-01-08 update person_description Andrew Goetz => Andrew Goetz
2023-01-08 update person_description Avery Wislesky => Avery Wislesky
2023-01-08 update person_description Bill Wong => Bill Wong
2023-01-08 update person_description Candace Brereton => Candace Brereton
2023-01-08 update person_description Chris Chatzimichalis => Chris Chatzimichalis
2023-01-08 update person_description Christopher Foster => Christopher Foster
2023-01-08 update person_description Cliff Rose => Cliff Rose
2023-01-08 update person_description David Winnell => David Winnell
2023-01-08 update person_description Evan Wright => Evan Wright
2023-01-08 update person_description Howard Schwartz => Howard Schwartz
2023-01-08 update person_description Karen Parente => Karen Parente
2023-01-08 update person_description Lori Quirke => Lori Quirke
2023-01-08 update person_description Martin Lochran => Martin Lochran
2023-01-08 update person_description Matthew Laffrade => Matthew Laffrade
2023-01-08 update person_description Nishant Patil => Nishant Patil
2023-01-08 update person_description Paul Karpiuk => Paul Karpiuk
2023-01-08 update person_description Philip Marion => Philip Marion
2023-01-08 update person_description Raj Arora => Raj Arora
2023-01-08 update person_description Steve Carinci => Steve Carinci
2023-01-08 update person_description Victor Todorovski => Victor Todorovski
2023-01-08 update person_title Aldo Wright: Investment Advisor Click to Read Bio => Senior Wealth Advisor
2023-01-08 update person_title Alixandra Albert: Member of the Support Team; Investment Representative Click to Read Bio => Investment Representative
2023-01-08 update person_title Avery Wislesky: Investment Advisor Click to Read Bio => Investment Advisor
2023-01-08 update person_title Bill Wong: Investment Advisor Click to Read Bio => Investment Advisor
2023-01-08 update person_title Candace Brereton: Member of the Support Team; Human Resources Generalist Click to Read Bio => Human Resources Generalist; Employee
2023-01-08 update person_title Chris Chatzimichalis: Investment Advisor Click to Read Bio; Investment Advisor => Senior Investment Advisor; Investment Advisor
2023-01-08 update person_title Cliff Rose: Investment Advisor, Senior Vice President, Director Click to Read Bio => Senior Vice President; Investment Advisor; Member of the Isaac Walton Fly Fishing Club; Director
2023-01-08 update person_title Evan Wright: Investment Advisor Click to Read Bio => Investment Advisor
2023-01-08 update person_title Howard Schwartz: Senior Wealth Management Advisor Click to Read Bio => Senior Wealth Management Advisor
2023-01-08 update person_title Karen Parente: Vice President, Operations Click to Read Bio; Member of the Support Team => Vice President, Operations
2023-01-08 update person_title Lori Quirke: Member of the Support Team; Investment Representative Click to Read Bio => Investment Representative
2023-01-08 update person_title Martin Lochran: CIM; Member of the Portfolio Management Team => CIM; Portfolio Manager
2023-01-08 update person_title Matthew Laffrade: Member of the Executive Team; Chief Compliance Officer, Director Click to Read Bio => & Associates As Branch Manager; Director; Chief Compliance Officer
2023-01-08 update person_title Paul Karpiuk: Senior Wealth Advisor Click to Read Bio => Senior Wealth Advisor
2023-01-08 update person_title Philip Marion: CIM / Managing Director, Portfolio Manager Click to Read Bio; Member of the Portfolio Management Team => CIM
2023-01-08 update person_title Raj Arora: Vice - President, Portfolio Manager Click to Read Bio => Vice - President; Portfolio Manager
2023-01-08 update person_title Steve Carinci: Investment Advisor; Senior Wealth Advisor Click to Read Bio => Senior Wealth Advisor
2023-01-08 update person_title Victor Todorovski: Financial Planner Click to Read Bio => Portfolio Manager, Financial Planner
2022-06-12 delete person Stefan Tetzlaff
2022-06-12 insert person Alixandra Albert
2022-06-12 insert person Victor Todorovski
2022-06-12 update person_title Philip Marion: CIM => CIM / Managing Director, Portfolio Manager Click to Read Bio; Member of the Portfolio Management Team
2022-05-12 delete address 1100 - 372 Bay Street Toronto, Ontario M5H 2W9
2022-05-12 insert address 25 King Street West, Suite 2100 Commerce Court, PO Box 228 Toronto, ON M5L 1E8 Canada
2022-04-11 delete source_ip 159.203.10.190
2022-04-11 insert source_ip 151.101.66.159
2022-04-11 update person_title Candace Brereton: Member of the Support Team; Adminstrator, HR & Benefits Click to Read Bio => Member of the Support Team; Human Resources Generalist Click to Read Bio
2022-03-11 insert email th..@fostergroup.ca
2022-02-06 delete address 1100 - 372 Bay Street • Toronto, Ontario • M5H 2W9 • Canada
2022-02-06 delete person Jyothy George
2022-02-06 insert address 25 King Street West, Commerce Court North in
2022-02-06 insert person Raj Arora
2022-02-06 insert person Stefan Tetzlaff
2022-02-06 update person_title Cliff Rose: Investment Advisor Click to Read Bio => Investment Advisor, Senior Vice President, Director Click to Read Bio
2022-02-06 update person_title Joel Panet: Senior Investment Advisor Click to Read Bio => Associate Click to Read Bio
2022-02-06 update person_title Paul Karpiuk: Investment Advisor Click to Read Bio => Senior Wealth Advisor Click to Read Bio
2022-02-06 update person_title Steve Carinci: Investment Advisor; Senior Vice - President, Investment Advisor Click to Read Bio => Investment Advisor; Senior Wealth Advisor Click to Read Bio
2022-02-06 update primary_contact 1100 - 372 Bay Street • Toronto, Ontario • M5H 2W9 • Canada => 25 King Street West, Commerce Court North in
2021-07-29 insert person Adijena Arifi
2021-06-27 update person_title Evan Wright: Associate Click to Read Bio => Investment Advisor Click to Read Bio
2021-05-27 delete fax 416-369-1070
2021-05-27 delete person Ashley Aldridge
2021-04-11 delete person Gerald Reagan
2021-04-11 insert person Candace Brereton
2021-04-11 insert person Evan Wright
2021-04-11 insert person Joel Panet
2021-02-16 insert person Steve Carinci
2021-02-16 update person_title Matthew Laffrade: Branch Manager Click to Read Bio; Member of the Executive Team => Member of the Executive Team; Chief Compliance Officer, Director Click to Read Bio
2020-10-06 delete address 1100 - 372 Bay Street I Toronto, Ontario I M5H 2W9 I Canada
2020-10-06 delete index_pages_linkeddomain iiroc.ca
2020-10-06 delete source_ip 69.172.236.238
2020-10-06 insert address 1100 - 372 Bay Street Toronto, Ontario M5H 2W9
2020-10-06 insert address 1100 - 372 Bay Street • Toronto, Ontario • M5H 2W9 • Canada
2020-10-06 insert index_pages_linkeddomain goo.gl
2020-10-06 insert source_ip 159.203.10.190
2020-10-06 update founded_year null => 1994
2020-10-06 update primary_contact 1100 - 372 Bay Street I Toronto, Ontario I M5H 2W9 I Canada => 1100 - 372 Bay Street • Toronto, Ontario • M5H 2W9 • Canada
2020-10-06 update website_status DomainNotFound => OK
2020-08-02 update website_status FlippedRobots => DomainNotFound
2020-07-13 update website_status OK => FlippedRobots
2020-06-06 insert person Cliff Rose
2020-06-06 insert person Gerald Reagan
2020-05-07 insert email np..@fostergroup.ca
2020-04-06 insert person Howard Schwartz
2020-02-05 insert person Andrew Goetz
2020-01-05 delete index_pages_linkeddomain digitaljournal.com
2020-01-05 update person_description Philip Marion => Philip Marion
2019-12-06 insert person David Winnell
2019-11-05 delete evp Ron Riley
2019-11-05 delete person Anthony Sordo
2019-11-05 delete person John Suske
2019-11-05 delete person Karen Parente
2019-11-05 delete person Ron Riley
2019-11-05 insert person Philip Marion
2019-09-06 delete person Evan Warsh
2019-08-06 insert person Karen Parente
2019-07-07 delete person Francis Ligon
2019-05-05 delete person Jeff Walker
2019-02-23 delete person Robert Van de Mark
2019-02-23 insert person Francis Ligon
2019-01-22 delete person Karen Parente
2019-01-22 delete person Nelson Myers
2019-01-22 delete person Ty Soo
2019-01-22 insert index_pages_linkeddomain digitaljournal.com
2019-01-22 insert person Chris Chatzimichalis
2018-12-16 delete person Gilbert LaBine
2018-12-16 insert person Karen Parente
2018-10-22 delete person Frank Florio
2018-10-22 delete person Matt Madden
2018-10-22 delete person Scott Ford
2018-09-02 delete cco Adam Kretschmann
2018-09-02 delete person Adam Kretschmann
2018-09-02 delete person Noah Marks
2018-07-24 insert evp Ron Riley
2018-07-24 insert person Ron Riley
2018-04-08 delete person Nello DiCostanzo
2018-04-08 update person_description Noah Marks => Noah Marks
2018-02-21 delete person Cappuccitti Comi
2018-02-21 insert person Anthony Sordo
2017-10-01 insert person Matt Madden
2017-07-21 delete person Richard Farmer
2017-07-21 insert person Jessica Paciocco
2017-07-21 insert person Scott Ford
2017-07-21 update person_description Jennifer Coghill => Jennifer Coghill
2017-07-21 update person_title Jennifer Coghill: MARKETING COORDINATOR => PROJECT COORDINATOR
2017-06-14 delete email ak..@fostergroup.ca
2017-06-14 delete email cf..@fostergroup.ca
2017-06-14 delete email kp..@fostergroup.ca
2017-06-14 delete email np..@fostergroup.ca
2017-06-14 delete person Shumei Yu
2017-06-14 insert person Frankie Liu
2017-06-14 insert person Richard Farmer
2017-06-14 update person_description Christopher Foster => Christopher Foster
2017-06-14 update person_title Evan Warsh: Portfoilio Manager => PORTFOLIO MANAGER
2017-04-30 delete ceo Frank Florio
2017-04-30 delete president Frank Florio
2017-04-30 delete person Ric Li
2017-04-30 insert person Paul Karpiuk
2017-04-30 update person_title Frank Florio: PORTFOLIO MANAGER; CHIEF EXECUTIVE OFFICER; President => MANAGING DIRECTOR, PORTFOLIO SERVICES; Portfolio Manager
2017-04-30 update person_title Noah Marks: INVESTMENT REPRESENTATIVE => INVESTMENT ADVISOR
2017-02-14 insert cfo Nishant Patil
2017-02-14 update person_title Jennifer Coghill: Member of the Administrative Team => MARKETING COORDINATOR
2017-02-14 update person_title Nishant Patil: ACCOUNTING; Treasurer; Member of the Administrative Team; Risk Manager => Treasurer; CHIEF FINANCIAL OFFICER; Risk Manager
2016-12-06 delete cco David Lister
2016-12-06 delete otherexecutives David Lister
2016-12-06 delete vp David Lister
2016-12-06 insert chairman Christopher Foster
2016-12-06 delete person David Lister
2016-12-06 insert person Avery Wislesky
2016-12-06 insert person Christopher Foster
2016-12-06 update person_description Jennifer Coghill => Jennifer Coghill
2016-12-06 update person_title Bill McIver: Member of the Investment Advisory Team; INVESTMENT ADVISOR => Senior Investment Advisor; Member of the Investment Advisory Team; INVESTMENT ADVISOR
2016-12-06 update person_title Yuanyuan (Ric) Li: Vice President; Member of the Investment Advisory Team; INVESTMENT ADVISOR; CHIEF FINANCIAL OFFICER; Member of the Management Team => Vice President; Member of the Investment Advisory Team; CFO and Acting CCO; Chief Financial Officer; CHIEF FINANCIAL OFFICER, SENIOR INVESTMENT ADVISOR; Member of the Management Team; Acting Chief Compliance Officer ( CCO )
2016-09-08 update person_title Trisha Bjorklund: OFFICE COORDINATOR; Member of the Administrative Team => INVESTMENT REPRESENTATIVE; Member of the Administrative Team
2016-08-11 delete cfo Rick Li
2016-08-11 delete chairman Briar Foster
2016-08-11 delete vp Rick Li
2016-08-11 insert general_emails in..@fostergroup.ca
2016-08-11 delete index_pages_linkeddomain my-portfolio.ca
2016-08-11 delete index_pages_linkeddomain parachutedesign.ca
2016-08-11 delete person Briar Foster
2016-08-11 delete person Richard Farmer
2016-08-11 delete person Rick Li
2016-08-11 delete person Sorin Marinescu
2016-08-11 delete source_ip 45.33.15.25
2016-08-11 insert address 1100 - 372 Bay Street I Toronto, Ontario I M5H 2W9 I Canada
2016-08-11 insert email in..@fostergroup.ca
2016-08-11 insert source_ip 69.172.236.238
2016-05-05 insert about_pages_linkeddomain my-portfolio.ca
2016-05-05 insert contact_pages_linkeddomain my-portfolio.ca
2016-05-05 insert index_pages_linkeddomain my-portfolio.ca
2016-05-05 insert management_pages_linkeddomain my-portfolio.ca
2016-05-05 insert person Richard Jozefacki
2016-05-05 insert terms_pages_linkeddomain my-portfolio.ca
2016-04-07 delete person Jennifer A. Putnam
2016-04-07 update person_description Richard Farmer => Richard Farmer
2016-01-21 insert person Richard Farmer
2016-01-21 update person_title Evan Warsh: Investment; Portfolio Manager => Portfolio Manager
2015-07-28 update person_title Frank Florio: President; Investment; Chief Executive Officer; Member of the Management Team; Portfolio Manager => President; Chief Executive Officer; Member of the Management Team; Portfolio Manager
2015-06-22 update person_description David Lister => David Lister
2015-05-25 insert vp Karen Parente
2015-05-25 delete index_pages_linkeddomain adobe.com
2015-05-25 delete source_ip 69.156.240.29
2015-05-25 insert index_pages_linkeddomain nbcn.ca
2015-05-25 insert index_pages_linkeddomain parachutedesign.ca
2015-05-25 insert person Bill Wong
2015-05-25 insert person Evan Warsh
2015-05-25 insert person Jeff Walker
2015-05-25 insert person Jennifer A. Putnam
2015-05-25 insert person John S. Suske
2015-05-25 insert person Karen Parente
2015-05-25 insert person Nello DiCostanzo
2015-05-25 insert person Nelson Myers
2015-05-25 insert person Robert G. Van de Mark
2015-05-25 insert person Shumei Yu
2015-05-25 insert person Sorin Marinescu
2015-05-25 insert person Trisha Bjorklund
2015-05-25 insert source_ip 45.33.15.25
2015-05-25 update robots_txt_status www.fostergroup.ca: 404 => 200
2013-11-07 insert otherexecutives Bill McIver
2013-11-07 delete address 350 Bay Street, Suite 800 Toronto, Ontario M5H 2S6
2013-11-07 insert person Bill McIver
2013-09-04 delete alias Foster & Associmates
2013-09-04 insert index_pages_linkeddomain adobe.com