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Rob Cassels
Founder at
Cassels Investment Management, Inc.
Profile
Mr. Robert G.
Cassels, CFA MBA, is a President & Chief Investment Officer at Cassels Investment Management, Inc.
Prior to forming Cassels Investment Management Inc., Mr. Cassels worked for TD Bank for twelve years.
During the seven years he spent as the head of equity investments for the bank, Mr. Cassels was the lead manager for several mutual funds and supervised the portfolio managers responsible for the internally managed equity mutual funds.
Prior to that, he was a Managing Director of the Mergers and Acquisitions Group.
Before joining the bank, Mr. Cassels held several executive positions with both public and private companies.
He was Chairman of the Trinity College Board of Trustees and Chairman of the Investment Committee.
He is a former Director of Zenon Environmental and of Kingsway Financial Services.
He is a member of the Brookfield Capital Markets Committee.
Mr. Cassels graduated with a Bachelor of Science degree (1975) from the University of Toronto and holds a Master of Business Administration degree from the University of Western Ontario (1977).
Mr. Cassels earned his CFA designation in 1995.
Rob Cassels active positions
| Companies | Position | Start |
|---|---|---|
Cassels Investment Management, Inc.
 Cassels Investment Management, Inc. Investment ManagersFinance CIM invests in mid- and large-cap Canadian electronic technology equities. | Founder | 01/01/2000 |
Former positions of Rob Cassels
| Companies | Position | End |
|---|---|---|
| KINGSWAY CORPORATION | Director/Board Member | 16/09/2009 |
ZENON Membrane Solutions, Inc.
 ZENON Membrane Solutions, Inc. Industrial MachineryProducer Manufacturing Manufactures water purification systems | Director/Board Member | 01/01/2006 |
TD Banknorth NA
 TD Banknorth NA Major BanksFinance National Commercial Banks | Corporate Officer/Principal | - |
Mavrix Fund Management, Inc.
 Mavrix Fund Management, Inc. Investment ManagersFinance Mavrix Fund Management focuses on the development of concentrated portfolios. The firm seeks superior returns by investing in fewer companies, underweighting and overweighting industry sectors where appropriate, trading more actively where suitable opportunities exist and focusing on investments in small- and mid-cap companies that are the subject of less published analytical research. Mavrix invests primarily in the stocks of Canadian and US companies in the finance, non-energy minerals and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of small-cap companies. | Corporate Officer/Principal | - |
Trinity College (District of Columbia)
 Trinity College (District of Columbia) Other Consumer ServicesConsumer Services Functions as a College/University | Chairman | - |
Training of Rob Cassels
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
97
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Kingsway Financial Services, Inc.
 Kingsway Financial Services, Inc. Multi-Line InsuranceFinance Operates as a holding company whose subsidiaries provides auto insurance, HVAC distribution, real estate leasing, financial and human resource consulting services | Finance |
ZENON Membrane Solutions, Inc.
ZENON Membrane Solutions, Inc. Industrial MachineryProducer Manufacturing Manufactures water purification systems | Producer Manufacturing |
Mavrix Fund Management, Inc.
Mavrix Fund Management, Inc. Investment ManagersFinance Mavrix Fund Management focuses on the development of concentrated portfolios. The firm seeks superior returns by investing in fewer companies, underweighting and overweighting industry sectors where appropriate, trading more actively where suitable opportunities exist and focusing on investments in small- and mid-cap companies that are the subject of less published analytical research. Mavrix invests primarily in the stocks of Canadian and US companies in the finance, non-energy minerals and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of small-cap companies. | Finance |
Trinity College (District of Columbia)
Trinity College (District of Columbia) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cassels Investment Management, Inc.
Cassels Investment Management, Inc. Investment ManagersFinance CIM invests in mid- and large-cap Canadian electronic technology equities. | Finance |
TD Banknorth NA
TD Banknorth NA Major BanksFinance National Commercial Banks | Finance |
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