![Robert Bertram](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Robert Bertram
Director/Board Member at
PREMIUM INCOME CORPORATION
Net worth: 1 M $ as of 31/01/2024
Profile
Robert G.
Bertram is currently Independent Director at Core Canadian Dividend Trust, S Split Corp., Premium Income Corp.
(since 2009), and Premium Global Income Split Fund (since 2009).
He is Director at Black Spruce Exploration Corp., Toronto Community Foundation, and Insta-Rent, Inc. He is a Member of the Institute of Corporate Directors.
Formerly, Mr. Bertram was Chairman of the Pension Investment Association of Canada and the Canadian Foundation for Governance Research.
He was Director at CNOOC Petroleum North America ULC (2009–2011), The Cadillac Fairview Corp.
Ltd., Top 10 Canadian Financial Trust, AltaLink LP, US Tactical Allocation Fund, Mulvihill Capital Management, Inc., Maple Leaf Sports + Entertainment Ltd., Canadian Public Accountability Board, Morguard Mortgage Investment Corp., The Investment Management Corp.
of Ontario, Top 10 Split Trust, and CFA Institute (Member).
He was Independent Director at Mulvihill Pro-AMS RSP Split Share Corp.
(2010), Alaris Equity Partners, Inc., Premier Canadian Income Fund (2013), and MCM Split Share Corp.
(Director 2009–2011).
He served as Director at Alaris Equity Partners Income Trust (2014–2026).
He was Executive Vice President at Ontario Teachers' Pension Plan Board (1990–2009) and Treasurer & Assistant Vice President at TELUS Corp.
(1971–2008).
Education includes an MBA from the University of Alberta and an undergraduate degree from the University of Calgary.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 19/01/2026 | 90,391 ( 0.2% ) | 1 M $ | 31/01/2024 |
Robert Bertram active positions
| Companies | Position | Start |
|---|---|---|
| PREMIUM GLOBAL INCOME SPLIT FUND | Director/Board Member | 01/01/2009 |
| MULVIHILL S SPLIT CORP. | Director/Board Member | - |
| PREMIUM INCOME CORPORATION | Director/Board Member | 06/12/2010 |
| CORE CANADIAN DIVIDEND TRUST | Director/Board Member | - |
Institute of Corporate Directors
 Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services Promotes governance and develops leadership skills | Corporate Officer/Principal | - |
Insta-Rent, Inc.
 Insta-Rent, Inc. Finance/Rental/LeasingFinance Operates rent-to-own appliance and furniture stores | Director/Board Member | - |
Toronto Community Foundation
 Toronto Community Foundation Investment Trusts/Mutual FundsMiscellaneous Operates as a foundation or endowment | Director/Board Member | - |
Black Spruce Exploration Corp. | Director/Board Member | - |
Former positions of Robert Bertram
| Companies | Position | End |
|---|---|---|
| ALARIS EQUITY PARTNERS INCOME TRUST | Director/Board Member | 07/05/2026 |
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Training of Robert Bertram
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
67
1st degree connections
31
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 31 |
|---|---|
CNOOC Petroleum North America ULC
 CNOOC Petroleum North America ULC Oil & Gas ProductionEnergy Minerals Explores and develops oil & gas properties | Energy Minerals |
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance OTPPB is an active, global investor which seeks to achieve superior returns and manage related risks to ensure the long-term sustainability of the pension plan. With board oversight, the plan's management manages both the policy and asset mix together under their expanded OneTeachers' total-fund strategy. They invest strategically across key markets and sectors to deliver steady returns. | Finance |
The Cadillac Fairview Corp. Ltd.
 The Cadillac Fairview Corp. Ltd. Real Estate DevelopmentFinance Owns, operates, invests and develops office, retail, multi-family residential, industrial and mixed-use properties | Finance |
TELUS Corp.
 TELUS Corp. Wireless TelecommunicationsCommunications Provides mobile and fixed voice & data telecommunication, software and technology services | Communications |
Mulvihill Pro-AMS RSP Split Share Corp.
 Mulvihill Pro-AMS RSP Split Share Corp. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Top 10 Canadian Financial Trust
 Top 10 Canadian Financial Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
MCM Split Share Corp.
 MCM Split Share Corp. Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
AltaLink LP
 AltaLink LP Electric UtilitiesUtilities Operates as an electricity transmission company | Utilities |
Premium Global Income Split Corp.
 Premium Global Income Split Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Top 10 Split Trust
 Top 10 Split Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Core Canadian Dividend Trust
 Core Canadian Dividend Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
S Split Corp.
 S Split Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
US Tactical Allocation Fund
 US Tactical Allocation Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Black Spruce Exploration Corp. | |
Mulvihill Capital Management, Inc.
 Mulvihill Capital Management, Inc. Investment ManagersFinance Mulvihill is an active manager which aims to provide superior risk-adjusted performance for their clients’ portfolios by delivering enhanced yield, capital preservation, and lower portfolio volatility. The firm’s strategies has been developed and refined over numerous market cycles to adapt to ever changing market conditions. | Finance |
Premium Income Corp.
 Premium Income Corp. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Maple Leaf Sports + Entertainment Ltd.
 Maple Leaf Sports + Entertainment Ltd. Movies/EntertainmentConsumer Services Operates as a sports and entertainment organization | Consumer Services |
University of Alberta
 University of Alberta Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Calgary
 University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Canadian Public Accountability Board
 Canadian Public Accountability Board Miscellaneous Commercial ServicesCommercial Services Operates as an audit regulator | Commercial Services |
Toronto Community Foundation
Toronto Community Foundation Investment Trusts/Mutual FundsMiscellaneous Operates as a foundation or endowment | Miscellaneous |
Institute of Corporate Directors
Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services Promotes governance and develops leadership skills | Commercial Services |
Pension Investment Association of Canada
 Pension Investment Association of Canada Investment ManagersFinance Provides pension fund oversight and management services | Finance |
Insta-Rent, Inc.
Insta-Rent, Inc. Finance/Rental/LeasingFinance Operates rent-to-own appliance and furniture stores | Finance |
Alaris Equity Partners, Inc.
 Alaris Equity Partners, Inc. Investment ManagersFinance Operates as a private equity firm | Finance |
Premier Canadian Income Fund
 Premier Canadian Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Canadian Foundation for Governance Research
 Canadian Foundation for Governance Research The Canadian Foundation for Governance Research is a company based in Toronto, Canada. | |
Morguard Mortgage Investment Corp. | |
The Investment Management Corp. of Ontario
 The Investment Management Corp. of Ontario Investment ManagersFinance IMCO is a long-term investor that aims to achieve long-term results so clients can meet their financial obligations. The firm’s portfolio includes a diverse range of assets across all classes, as well as value-add strategies. They evaluate their strategies – and potential partners – with a total portfolio lens. | Finance |
Alaris Equity Partners Income Trust
 Alaris Equity Partners Income Trust Investment ManagersFinance Operates as a private equity company that provides alternative financing services | Finance |
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