| Date | Description |
|---|
| 2023-08-14 |
delete email li..@yorkvilleasset.com |
| 2023-08-14 |
delete person Liza Pincombe |
| 2023-08-14 |
delete phone 403.880.3392 |
| 2023-08-14 |
insert person Hayley Clift |
| 2023-03-27 |
delete person Paul Hindo |
| 2022-12-22 |
delete phone 416.504.2711 |
| 2022-11-20 |
delete address TD West Tower
Suite 1240 - 100 Wellington Street West
Toronto, ON, M5J 2R2 |
| 2022-11-20 |
insert address TD West Tower
Suite 1240 - 100 Wellington Street West
Toronto, ON, M5K 1A1 |
| 2022-11-20 |
insert phone 416.504.2711 |
| 2022-11-20 |
update primary_contact TD West Tower
Suite 1240 - 100 Wellington Street West
Toronto, ON, M5J 2R2 => TD West Tower
Suite 1240 - 100 Wellington Street West
Toronto, ON, M5K 1A1 |
| 2022-10-19 |
delete email lu..@yorkvilleasset.com |
| 2022-10-19 |
delete person Luc McIlhargey |
| 2022-10-19 |
delete phone (778) 823-4877 |
| 2022-09-18 |
delete email je..@yorkvilleasset.com |
| 2022-09-18 |
delete person Jennifer Kestenberg |
| 2022-09-18 |
delete phone 416.504.2558 |
| 2022-06-16 |
update person_description Ralph Desando => Ralph Desando |
| 2022-03-15 |
delete address 150 Metcalfe Street, Suite 601
Ottawa, Ontario
K2P 1N9 |
| 2022-03-15 |
delete address 220 Bay Street, Suite 802
Toronto, Ontario
M5J 2W4 |
| 2022-03-15 |
delete email an..@yorkvilleasset.com |
| 2022-03-15 |
delete person Anureen Bhatti |
| 2022-03-15 |
delete phone 1.855.776.7480 |
| 2022-03-15 |
delete phone 416.504.2711 |
| 2022-03-15 |
delete phone 613.695.0843 |
| 2022-03-15 |
insert address 885 West Georgia Street
Suite 1500
Vancouver
V6C 3E8 |
| 2022-03-15 |
insert address TD West Tower
Suite 1240 - 100 Wellington Street West
P.O. Box 45
Toronto, ON, M5K 1B7 |
| 2022-03-15 |
insert address TD West Tower
Suite 1240 - 100 Wellington Street West
Toronto, ON, M5J 2R2 |
| 2022-03-15 |
update person_title Jennifer Kestenberg: Member of the Client Services Team; Senior Portfolio Associate => Member of the Client Services Team; Manager of Portfolio Services |
| 2022-03-15 |
update primary_contact 220 Bay Street, Suite 802
Toronto, Ontario
M5J 2W4 => TD West Tower
Suite 1240 - 100 Wellington Street West
Toronto, ON, M5J 2R2 |
| 2021-08-31 |
delete email jo..@yorkvilleasset.com |
| 2021-08-31 |
delete person Joanne Kudakiewicz |
| 2021-08-31 |
delete phone 613.751.3770 |
| 2021-05-25 |
delete email ab..@yorkvilleasset.com |
| 2021-05-25 |
delete person Abbie Au |
| 2021-05-25 |
delete phone 647.776.8163 |
| 2021-05-25 |
update person_title Jennifer Kestenberg: Member of the Client Services Team; Portfolio Associate => Member of the Client Services Team; Senior Portfolio Associate |
| 2021-02-14 |
delete email bl..@yorkvilleasset.com |
| 2021-02-14 |
delete person Brian Lavery |
| 2021-02-14 |
delete phone 647.776.0654 |
| 2021-02-14 |
insert email lu..@yorkvilleasset.com |
| 2021-02-14 |
insert person Luc McIlhargey |
| 2021-02-14 |
insert phone (778) 823-4877 |
| 2021-02-14 |
update person_description Ralph Desando => Ralph Desando |
| 2021-02-14 |
update person_title Ruben Kamhi CIM: Associate Portfolio Manager; Member of the Portfolio Management Team; CIM => Portfolio Manager; Member of the Portfolio Management Team; CIM |
| 2020-09-15 |
delete email de..@yorkvilleasset.com |
| 2020-09-15 |
delete person Devanshi Sharma |
| 2020-09-15 |
delete phone 416.504.2709 |
| 2020-09-15 |
update website_status FlippedRobots => OK |
| 2020-07-29 |
update website_status OK => FlippedRobots |
| 2020-06-28 |
update person_description Jillian Wade => Jillian Wade |
| 2020-05-29 |
delete client Enhanced Protection Fund |
| 2020-05-29 |
delete client Health Care Opportunities Fund |
| 2020-05-29 |
delete client Optimal Return Bond Fund |
| 2020-05-29 |
insert management_pages_linkeddomain morneaushepell.com |
| 2020-05-29 |
update person_description Lyle Oberg => Lyle Oberg |
| 2020-05-29 |
update person_description Mr. Ralph Desando => Ralph Desando |
| 2020-04-29 |
delete address 320 Wellington Street, Suite 632
London, Ontario
N6A 5B5 |
| 2020-04-29 |
delete phone 519.964.2828 |
| 2020-04-29 |
insert email de..@yorkvilleasset.com |
| 2020-04-29 |
insert person Derek Brenzil |
| 2020-04-29 |
insert phone 416.504.9952 |
| 2020-02-29 |
delete email vi..@yorkvilleasset.com |
| 2020-02-29 |
delete person Vida Mascarenhas |
| 2020-02-29 |
delete phone 416.507.2709 |
| 2020-02-29 |
insert email de..@yorkvilleasset.com |
| 2020-02-29 |
insert person Devanshi Sharma |
| 2020-02-29 |
insert phone 416.504.2709 |
| 2019-11-27 |
insert email an..@yorkvilleasset.com |
| 2019-11-27 |
insert person Anureen Bhatti |
| 2019-11-27 |
insert phone 416.504.2711 |
| 2019-08-28 |
delete email ri..@yorkvilleasset.com |
| 2019-08-28 |
delete email sd..@yorkvilleasset.com |
| 2019-08-28 |
delete person Richard Arbic |
| 2019-08-28 |
delete person Shannon Doyle |
| 2019-08-28 |
delete phone 613.698.7442 |
| 2019-06-29 |
delete source_ip 205.186.175.125 |
| 2019-06-29 |
insert source_ip 72.10.33.101 |
| 2019-05-25 |
delete email as..@yorkvilleasset.com |
| 2019-05-25 |
delete email el..@yorkvilleasset.com |
| 2019-05-25 |
delete person Asif Thakor |
| 2019-04-22 |
insert email li..@yorkvilleasset.com |
| 2019-04-22 |
insert person Liza Pincombe |
| 2019-03-23 |
insert otherexecutives Lyle Oberg |
| 2019-03-23 |
delete email sb..@yorkvilleasset.com |
| 2019-03-23 |
delete person Syd Bojarski |
| 2019-03-23 |
insert email as..@yorkvilleasset.com |
| 2019-03-23 |
insert email ri..@yorkvilleasset.com |
| 2019-03-23 |
insert person Asif Thakor |
| 2019-03-23 |
insert person Richard Arbic |
| 2019-03-23 |
update person_title Lyle Oberg: null => Member of the Board of Directors; Business Development Consultant |
| 2019-01-05 |
delete otherexecutives Jason Maguire |
| 2019-01-05 |
delete otherexecutives Onofrio Loduca |
| 2019-01-05 |
delete otherexecutives Scott McIndless |
| 2019-01-05 |
delete address 45 O'Connor Street, Suite 1150
Ottawa, Ontario
K1P 1A4 |
| 2019-01-05 |
delete email ni..@yorkvilleasset.com |
| 2019-01-05 |
delete email pi..@yorkvilleasset.com |
| 2019-01-05 |
delete email rs..@yorkvilleasset.com |
| 2019-01-05 |
delete email sh..@yorkvilleasset.com |
| 2019-01-05 |
delete person Jason Maguire |
| 2019-01-05 |
delete person Nick With-Seidelin |
| 2019-01-05 |
delete person Onofrio Loduca |
| 2019-01-05 |
delete person Pierre Bernier |
| 2019-01-05 |
delete person Ron Smith |
| 2019-01-05 |
delete person Scott McIndless |
| 2019-01-05 |
delete person Sidra Haq |
| 2019-01-05 |
insert address 150 Metcalfe Street, Suite 601
Ottawa, Ontario
K2P 1N9 |
| 2019-01-05 |
insert email je..@yorkvilleasset.com |
| 2019-01-05 |
insert person Jennifer Kestenberg |
| 2019-01-05 |
update person_title Abbie Au: the Marketing Associate; Marketing Associate => Member of the Client Services Team; Client Service Specialist; Client Service Specialist at Yorkville |
| 2018-05-30 |
delete email ac..@yorkvilleasset.com |
| 2018-05-30 |
delete person Andrew Cairns |
| 2018-05-30 |
insert email el..@yorkvilleasset.com |
| 2018-05-30 |
update person_description Jason Maguire => Jason Maguire |
| 2018-05-30 |
update person_title Jason Maguire: President & Chief Executive Officer / Heritage Education Funds Inc.; Member of the Board of Directors; Chairman of Heritage Financial Group Ltd => Member of the Board of Directors; President & Chief Executive Officer / JM Advisory Group Ltd. |
| 2018-05-30 |
update person_title Onofrio Loduca: Member of the Board of Directors & Officer Heritage Education Funds Inc; Member of the Board of Directors & Officer Heritage Education Funds Inc.; Member of the Board of Directors => Member of the Board of Directors; Managing Partner / Hailus Financial Group Ltd. |
| 2018-05-30 |
update person_title Scott McIndless: Member of the Board of Directors; Chairman / Heritage Education Funds Inc. => Member of the Board of Directors |
| 2018-02-14 |
delete otherexecutives Chris Gibson |
| 2018-02-14 |
delete email cg..@yorkvilleasset.com |
| 2018-02-14 |
delete person Chris Gibson |
| 2018-02-14 |
delete phone 1-866-241-6484 |
| 2018-02-14 |
insert address 320 Wellington Street, Suite 632
London, Ontario
N6A 5B5 |
| 2018-02-14 |
insert email ri..@yorkvilleasset.com |
| 2018-02-14 |
insert person Rian Malik |
| 2018-02-14 |
insert phone 1-888-223-5511 |
| 2017-11-16 |
insert email jo..@yorkvilleasset.com |
| 2017-11-16 |
insert person Joanne Kudakiewicz |
| 2017-10-07 |
update website_status FlippedRobots => OK |
| 2017-10-07 |
delete index_pages_linkeddomain heritageresp.com |
| 2017-10-07 |
delete person Brendan Cunneen |
| 2017-07-01 |
update website_status OK => FlippedRobots |
| 2017-05-13 |
update website_status FlippedRobots => OK |
| 2017-05-13 |
delete email bg..@yorkvilleasset.com |
| 2017-05-13 |
delete email po..@yorkvilleasset.com |
| 2017-05-13 |
delete person Brook Gillis |
| 2017-05-13 |
delete person Polina Markova |
| 2017-05-13 |
insert email ab..@yorkvilleasset.com |
| 2017-05-13 |
insert email jg..@yorkvilleasset.com |
| 2017-05-13 |
insert email pi..@yorkvilleasset.com |
| 2017-05-13 |
insert fax 1-866-716-2977 |
| 2017-05-13 |
insert person Abbie Au |
| 2017-05-13 |
insert person Jason Greenspan |
| 2017-05-13 |
insert person Pierre Bernier |
| 2017-03-06 |
update website_status OK => FlippedRobots |
| 2017-01-13 |
update website_status FlippedRobots => OK |
| 2017-01-13 |
delete president Mike Karim |
| 2017-01-13 |
insert person Candace Enman |
| 2017-01-13 |
update person_description Mike Karim => Mike Karim |
| 2017-01-13 |
update person_description Stephen McDermott => Stephen McDermott |
| 2017-01-13 |
update person_title Jillian Wade: Member of the Portfolio Management Team; Investment Analyst; Member of Yorkville 's Investment Committee => Associate Portfolio Manager & Trader; Member of the Portfolio Management Team; Member of Yorkville 's Investment Committee |
| 2017-01-13 |
update person_title Mike Karim: Owner; the Bank of Montreal As a Lending Officer; Member of the Board of Directors; President => Member of the Board of Directors; Partner / Minson, Karim & Turner Ltd. |
| 2017-01-13 |
update person_title Ron Smith: Director With the Edwards Foundation; Managing Director, Eastern Ontario & Montreal Region => Director With the Edwards Foundation; Managing Director of Sales, Canada |
| 2016-12-21 |
update website_status OK => FlippedRobots |
| 2016-09-24 |
update website_status FlippedRobots => OK |
| 2016-09-24 |
delete email mk..@yorkvilleasset.com |
| 2016-09-24 |
delete email sl..@yorkvilleasset.com |
| 2016-09-24 |
delete person Musa Kirreh |
| 2016-09-24 |
delete person Scarlett Li |
| 2016-09-24 |
insert email rs..@yorkvilleasset.com |
| 2016-09-24 |
insert email sh..@yorkvilleasset.com |
| 2016-09-24 |
insert person Ron Smith |
| 2016-09-24 |
insert person Sidra Haq |
| 2016-09-05 |
update website_status FailedRobots => FlippedRobots |
| 2016-08-08 |
update website_status FlippedRobots => FailedRobots |
| 2016-07-18 |
update website_status OK => FlippedRobots |
| 2016-06-19 |
update website_status FlippedRobots => OK |
| 2016-06-19 |
insert otherexecutives Chris Gibson |
| 2016-06-19 |
delete address 55 University Ave., Suite 704,
Toronto, Ontario, M5J 2H7 |
| 2016-06-19 |
delete address 55 University Avenue, Suite 704
Toronto, ON
M5J 2H7 |
| 2016-06-19 |
delete address 55 University Avenue, Suite 704
Toronto, Ontario
M5J 2H7 |
| 2016-06-19 |
delete email is..@yorkvilleasset.com |
| 2016-06-19 |
delete email ra..@yorkvilleasset.com |
| 2016-06-19 |
delete email rb..@yorkvilleasset.com |
| 2016-06-19 |
delete person Izzy Shakfa |
| 2016-06-19 |
delete person Raphael Aronowicz |
| 2016-06-19 |
delete person Rick Belcastro |
| 2016-06-19 |
insert address 155 Wellington Street West, 3rd Floor
Toronto, ON M5V 3L3 |
| 2016-06-19 |
insert address 220 Bay Street, Suite 802
Toronto, ON
M5J 2W4 |
| 2016-06-19 |
insert address 220 Bay Street, Suite 802
Toronto, Ontario
M5J 2W4 |
| 2016-06-19 |
insert email bg..@yorkvilleasset.com |
| 2016-06-19 |
insert email bl..@yorkvilleasset.com |
| 2016-06-19 |
insert email cg..@yorkvilleasset.com |
| 2016-06-19 |
insert email mk..@yorkvilleasset.com |
| 2016-06-19 |
insert email ni..@yorkvilleasset.com |
| 2016-06-19 |
insert email po..@yorkvilleasset.com |
| 2016-06-19 |
insert email rk..@yorkvilleasset.com |
| 2016-06-19 |
insert email vi..@yorkvilleasset.com |
| 2016-06-19 |
insert person Brendan Cunneen |
| 2016-06-19 |
insert person Brian Lavery |
| 2016-06-19 |
insert person Brook Gillis |
| 2016-06-19 |
insert person Chris Gibson |
| 2016-06-19 |
insert person Jeffrey Dale |
| 2016-06-19 |
insert person Lyle Oberg |
| 2016-06-19 |
insert person Musa Kirreh |
| 2016-06-19 |
insert person Nick With-Seidelin |
| 2016-06-19 |
insert person Paul Hindo |
| 2016-06-19 |
insert person Polina Markova |
| 2016-06-19 |
insert person Stephen McDermott |
| 2016-06-19 |
insert person Vida Mascarenhas |
| 2016-06-19 |
update person_description Jillian Wade => Jillian Wade |
| 2016-06-19 |
update person_description Shannon Doyle => Shannon Doyle |
| 2016-06-19 |
update person_title Jillian Wade: Analyst; Member of the Portfolio Management Team => Member of the Portfolio Management Team; Investment Analyst; Member of Yorkville 's Investment Committee |
| 2016-06-19 |
update person_title Scarlett Li: Member of the Client Services Team; Marketing Associate => Research Analyst; Member of the Portfolio Management Team |
| 2016-06-19 |
update person_title Shannon Doyle: Analyst; Member of the Portfolio Management Team => Manager, Client Portfolios & Services; Member of the Portfolio Management Team |
| 2016-06-19 |
update primary_contact 55 University Ave., Suite 704,
Toronto, Ontario, M5J 2H7 => 220 Bay Street, Suite 802
Toronto, Ontario
M5J 2W4 |
| 2016-04-07 |
update website_status FailedRobots => FlippedRobots |
| 2016-02-20 |
update website_status FlippedRobots => FailedRobots |
| 2016-01-30 |
update website_status FailedRobots => FlippedRobots |
| 2016-01-01 |
update website_status FlippedRobots => FailedRobots |
| 2015-09-24 |
update website_status FailedRobots => FlippedRobots |
| 2015-08-26 |
update website_status FlippedRobots => FailedRobots |
| 2015-06-05 |
update website_status OK => FlippedRobots |
| 2015-05-05 |
update website_status FlippedRobots => OK |
| 2015-05-05 |
delete about_pages_linkeddomain tdwaterhouse.ca |
| 2015-05-05 |
delete career_pages_linkeddomain tdwaterhouse.ca |
| 2015-05-05 |
delete contact_pages_linkeddomain tdwaterhouse.ca |
| 2015-05-05 |
delete email eg..@yorkvilleasset.com |
| 2015-05-05 |
delete index_pages_linkeddomain tdwaterhouse.ca |
| 2015-05-05 |
delete management_pages_linkeddomain tdwaterhouse.ca |
| 2015-05-05 |
delete person Emma Gillies |
| 2015-05-05 |
delete portfolio_pages_linkeddomain tdwaterhouse.ca |
| 2015-05-05 |
delete solution_pages_linkeddomain tdwaterhouse.ca |
| 2015-05-05 |
delete terms_pages_linkeddomain tdwaterhouse.ca |
| 2015-05-05 |
insert about_pages_linkeddomain my-portfolio.ca |
| 2015-05-05 |
insert career_pages_linkeddomain my-portfolio.ca |
| 2015-05-05 |
insert contact_pages_linkeddomain my-portfolio.ca |
| 2015-05-05 |
insert email is..@yorkvilleasset.com |
| 2015-05-05 |
insert email sl..@yorkvilleasset.com |
| 2015-05-05 |
insert index_pages_linkeddomain my-portfolio.ca |
| 2015-05-05 |
insert management_pages_linkeddomain my-portfolio.ca |
| 2015-05-05 |
insert person Izzy Shakfa |
| 2015-05-05 |
insert person Scarlett Li |
| 2015-05-05 |
insert portfolio_pages_linkeddomain my-portfolio.ca |
| 2015-05-05 |
insert solution_pages_linkeddomain my-portfolio.ca |
| 2015-05-05 |
insert terms_pages_linkeddomain my-portfolio.ca |
| 2015-03-07 |
update website_status FailedRobots => FlippedRobots |
| 2015-02-05 |
update website_status FlippedRobots => FailedRobots |
| 2015-01-15 |
update website_status OK => FlippedRobots |
| 2014-12-03 |
update website_status FlippedRobots => OK |
| 2014-12-03 |
insert otherexecutives Mike Karim |
| 2014-12-03 |
insert person Mike Karim |
| 2014-12-03 |
update person_title Onofrio Loduca: Member of the Board of Directors; CEO, Chief Compliance Officer and Director Heritage Financial Group Ltd. => CEO, Chief Executive Officer and Director Heritage Financial Group Ltd.; Member of the Board of Directors |
| 2014-11-14 |
update website_status FailedRobots => FlippedRobots |
| 2014-10-06 |
update website_status FlippedRobots => FailedRobots |
| 2014-09-04 |
update website_status FailedRobots => FlippedRobots |
| 2014-07-31 |
update website_status FlippedRobots => FailedRobots |
| 2014-06-15 |
update website_status OK => FlippedRobots |
| 2014-04-21 |
update website_status FlippedRobots => OK |
| 2014-04-21 |
delete email sc..@yorkvilleasset.com |
| 2014-04-21 |
delete person Steve Conrad |
| 2014-04-21 |
insert email cu..@rbc.com |
| 2014-04-21 |
insert phone 1-866-241-6484 |
| 2014-04-10 |
update website_status OK => FlippedRobots |
| 2013-11-04 |
delete email vi..@yorkvilleasset.com |
| 2013-11-04 |
delete phone 416-456-2385 |