Peter G. Copestake

Fund Advisor at First Trust Advisors LP

Peter G. Copestake

Peter G. Copestake

Fund Advisor at First Trust Advisors LP

Overview
Career Highlights

Continental Bank of Canada

RelSci Relationships

527

Number of Boards

13

Birthday

1955

Age

65

Relationships
RelSci Relationships are individuals Peter G. Copestake likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at First National Financial Corp. (Ontario)

Relationship likelihood: Strong

Co-Founder at First National Financial Corp. (Ontario)

Relationship likelihood: Strong

Chairman of the Board, President & Chief Executive Officer at E-L Financial Corp. Ltd.

Relationship likelihood: Strong

Former President at Wittington Properties Ltd.

Relationship likelihood: Strong

Senior Vice President at TD Bank Group

Relationship likelihood: Strong

Director & General Partner at First National Financial LP

Relationship likelihood: Strong

Co-Founder at Dixon Mitchell Investment Counsel, Inc.

Relationship likelihood: Strong

Entertainment One Ltd.

Relationship likelihood: Strong

Co-Founder at First Partners, Inc.

Relationship likelihood: Strong

Chief Financial Officer at True Leaf Brands Inc.

Relationship likelihood: Strong

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Peter G. Copestake
Fund Advisor at First Trust Advisors LP
Education
Undergraduate Degree

Queen's University at Kingston (commonly shortened to Queen's University or Queen's) is a public research university located in Kingston, Ontario, Canada. Founded on 16 October 1841, the university predated the founding of Canada by 26 years. Queen's holds more than 1,400 hectares (3,500 acres) of land throughout Ontario and owns Herstmonceux Castle in East Sussex, England. Queen's is organized into ten undergraduate, graduate and professional faculties and schools. The Church of Scotland established Queen's College in 1841 with a royal charter from Queen Victoria. The first classes, intended to prepare students for the ministry, were held 7 March 1842 with 13 students and two professors. Queen's was the first university west of the maritime provinces to admit women, and to form a student government. In 1883, a women's college for medical education affiliated with Queen's University. In 1888, Queen's University began offering extension courses, becoming the first Canadian university to do so. In 1912, Queen's secularized and changed to its present legal name.

MBA

Dalhousie University (commonly known as Dalhousie or Dal) is a public research university in Nova Scotia, Canada, with three campuses in Halifax, and a fourth in Bible Hill. Dalhousie offers more than 4,000 courses and 180 degree programs in twelve undergraduate, graduate, and professional faculties. [3] The university is a member of the U15, a group of research-intensive universities in Canada. Dalhousie was established as a nonsectarian college in 1818 by the Lieutenant Governor of Nova Scotia, George Ramsay, 9th Earl of Dalhousie, after whom the university was named. The college did not hold its first class until 1838, until then operating sporadically due to financial difficulties. It reopened for a third time in 1863 following a reorganization which brought a change of name to "The Governors of Dalhousie College and University". The university had formally changed its name to "Dalhousie University" in 1997 through provincial legislation, the same legislation which had merged the institution with the Technical University of Nova Scotia. The Dalhousie library system currently operates the largest library in Atlantic Canada, as well as holds the largest collection of agricultural resource material in the region. The university operates a total of fourteen residences. There are currently two student unions that represent student interests at the university, the Dalhousie Student Union, and the Dalhousie Association for Graduate Students. Dalhousie's varsity teams, the Tigers, compete in the Atlantic University Sport conference of Canadian Interuniversity Sport. Dalhousie’s Faculty of Agriculture varsity teams are the Dalhousie Rams, and compete in the ACAA and CCAA. Dalhousie is a coeducational university with more than 18,000 students and over 110,000 alumni. Notable alumni include government officials, academics, business leaders and 89 Rhodes Scholars. The university ranked 244th in the 2013 QS World University Rankings,[4] 251-275th in the 2012-2013 Times Higher Education World University Rankings,[5] and 201–300th in the 2012 Academic Ranking of World Universities.[6] Dalhousie is a centre for marine research, and is host to the headquarters of the Ocean Tracking Network.

Career History
Treasurer & Senior Vice President
1999 - 2007

Manulife Financial Corp. is a financial services company, which engages in the provision of financial protection and wealth management products and services. It operates through the following business segments: Asia, Canada, U.S., Global Wealth and Asset Management and Corporate & Other. The Asia segment provides insurance products and insurance-based wealth accumulation products in Asia. The Canada segment provides insurance products, insurance-based wealth accumulation products and banking services in Canada. The U.S. segment provides life insurance products, insurance-based wealth accumulation products, digital advice solutions and administering in-force long-term care insurance and annuity businesses in the U.S. The Global Wealth and Asset Management segment provides fee-based wealth solutions to retail, retirement and institutional customers. The Corporate & Other segment comprises of investment performance on assets backing capital, net of amounts allocated to operating segments, financing costs, costs incurred by the corporate office related to shareholder activities, Property & Casualty Reinsurance business and run-off reinsurance business lines.

Corporate Director & Business Consultant
Current

Queen's School of Business is one of the world's premier business schools, with a faculty team renowned for its academic credentials and business experience. The School has earned international recognition for its innovative approaches to business education and has been a pioneer in the areas of team-based and experiential learning.

Fund Advisor
Current

FTA is a bottom-up manager with an investment philosophy that is based on the belief that a company's long-term value is determined by the cash flow it generates. The firm's investment process utilizes both quantitative and qualitative analysis to assess a company's ability to generate cash flow and its current valuation relative to intrinsic value. FTA believes the disciplined, systematic application of its proprietary process will lead to long-term value creation for their clients. Investment strategies involve one or more equity or balanced strategies. FTA does not offer any SMA strategies investing principally in fixed income securities. They do offer strategies investing principally in fixed income CEFs and/or ETFs. Investment management services are offered to individual clients through separate managed accounts, either directly or through wrap fee programs sponsored by unaffiliated investment advisors. In managing portfolios, FTA utilizes various types of securities including domestic and foreign equity securities; domestic and foreign fixed income securities (both investment grade and non-investment grade); US government and foreign sovereign fixed income securities, municipal securities, preferred securities, REITs, MLPs, CEFs, ETFs, ADRs, and senior loans.

Boards & Committees
Director
2012 - Current

Royal & Sun Alliance Co. of Canada, a subsidiary of RSA Insurance Group Plc, is a Canadian company located in Toronto, ON, that provides property and casualty insurance services.The company says this about itself: The RSA Canada group of companies includes Roins Financial Services Limited, Royal & Sun Alliance Insurance Company of Canada, Quebec Assurance Company, Johnson Inc., Unifund Assurance Company, Western Assurance Company, Ascentus Insurance Ltd., Canadian Northern Shield Insurance Company and RSA Travel Insurance Inc. (collectively, \"RSA Canada\") and is part of a group of companies headed by RSA Insurance Group plc. RSA Canada employs more than 2,800 people across Canada and is one of the oldest insurance companies in the country with roots dating back to 1833.

Director
Prior - 2018

Canadian Derivatives Clearing Corp. is a private company headquartered in Montréal, QC, Canada, that provides commodity brokerage and dealers services.

Member, Pension Committee
Current

Queen's University at Kingston (commonly shortened to Queen's University or Queen's) is a public research university located in Kingston, Ontario, Canada. Founded on 16 October 1841, the university predated the founding of Canada by 26 years. Queen's holds more than 1,400 hectares (3,500 acres) of land throughout Ontario and owns Herstmonceux Castle in East Sussex, England. Queen's is organized into ten undergraduate, graduate and professional faculties and schools. The Church of Scotland established Queen's College in 1841 with a royal charter from Queen Victoria. The first classes, intended to prepare students for the ministry, were held 7 March 1842 with 13 students and two professors. Queen's was the first university west of the maritime provinces to admit women, and to form a student government. In 1883, a women's college for medical education affiliated with Queen's University. In 1888, Queen's University began offering extension courses, becoming the first Canadian university to do so. In 1912, Queen's secularized and changed to its present legal name.

Member, Board of Directors
Current
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