Dundee Private Investors Inc.
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Dundee Private Investors Inc. Employees
Dundee Private Investors Inc. January 2003 - October 2013
Cartier Partners Financial Services January 2000 - December 2002
Regal Capital Planners January 1994 - December 1999
Lafarge Consultants, Trow Inc. May 1979 - November 1991
Education
The University of Western Ontario - Richard Ivey School of Business 1983 — 1985
MBA, Marketing, Finance
McGill University 1976 — 1979
B. Eng., Chemical Engineering
Assante Hydrostone September 2013 - Present
Trampoline June 2012 - August 2013
Stewart McKelvey February 2009 - June 2012
Stonewater Homes February 2008 - February 2009
Dundee Private Investors Inc. 2003 - 2007
Assante Wealth Management 1996 - 2001
Investors Group 1992 - 1997
Skills
Microsoft Office, Microsoft Excel, Event Planning, Legal Research, Public Relations, Employee Benefits, Employee Relations, Advertising, Public Speaking, Email Marketing, Editing, Internal Communications, Strategic Communications, Marketing, Project Management
Education
H & R Block 2013 — 2013
Tax Preparation
Nova Scotia Community College 1990 — 1991
Business Administration
Prince Andrew High School 1985 — 1988
Academic Graduate
Portfolio Strategies Corporation October 2006 - Present
Dundee Private Investors Inc. August 2000 - October 2006
Investors Group Financial Services Inc. October 1996 - July 2000
Skills
Retirement Planning, tax planning, Investments, Retirement, Financial Planners, Portfolio Management, Mutual Funds, Wealth Management, Wealth Accumulation, Estate Planning, Wealth, Finance, Insurance, Financial Services, Financial Analysis, Asset Allocation, Disability Insurance
Education
Southern Alberta Institute of Technology / SAIT 1982 — 1984
Applied arts, Industrial Marketing
Holliswealth, a division of Scotia Capital Inc. September 2007 - Present
HollisWealth Insurance Agency Ltd. September 2007 - Present
Dundee Private Investors Inc. June 2004 - August 2007
Hub Financial October 1995 - August 2007
Cartier Partners Financial Services September 2001 - June 2004
The Investment Centre December 1998 - September 2001
Associated Financial Planners October 1995 - December 1998
RBC October 1993 - October 1995
Skills
Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Mutual Funds, Estate Planning, Investment Strategies, Retirement, Wealth, Investments, Financial Planners, Group Benefit Plans, Securities, Risk Management, Finance, Insurance, Financial Planning
Education
Eric Hamber High School
The University of British Columbia
Bachelor of Arts (B.A.), Psychology and Japanese
HollisWealth Advisory Services Inc. November 2013 - Present
KK Digital Images 2003 - Present
Nikkei Voice 2009 - August 2014
Dundee Private Investors Inc. 2009 - October 2013
Skills
Event Planning, Microsoft Office, Customer Service, Photography, Digital Photography, Photoshop, Teamwork, Sales, Public Speaking, Editing, System Administration, Creative Writing, Time Management, PowerPoint, Research, Volunteer Management, Copy Editing, Video Editing, Adobe Creative Suite, Volunteering, Publishing, Social Media Marketing, Client Administration, Marketing Communications, Web Development
Education
University of Guelph 2005 — 2010
B.A.
Cedarbrae Collegiate Institute
Ontario Ministry of Economic Development and Trade April 2006 - Present
Dundee Private Investors Inc. 1998 - 2006
Cartier Partners 1997 - 1998
Regal Capital Planner 1994 - 1997
Government of Ontario 1991 - 1994
Homeworks 1989 - 1991
Insurance Corporation of British Columbia 1988 - 1989
Skills
Start-ups, Financial Analysis, Strategic Financial..., Financial Modeling, Public Speaking, Investments, Analysis, Customer Service, Accounting, Research, Microsoft Office, Microsoft Excel, Strategic Planning, Strategy, Leadership, CRM, Finance, Financial Planning
Education
The University of British Columbia 1985 — 1988
MBA, Finance and Economics
Brock University 1981 — 1985
BBA, Finance and Economics
York University 2010 — 2011
MC, Six Sigma and Lean
York University 2007 — 2008
MC, Public Management
Algo Communication Products Ltd October 2007 - April 2015
Dundee Private Investors Inc. August 2006 - October 2007
Algo Communication Products Ltd July 1997 - August 2006
Skills
Telecommunications, Customer Experience
Education
Sprott Shaw College
Eye Candy Photography January 2006 - Present
Eye Candy Photography 2006 - Present
Calgary Health Region 2005 - 2007
Oakwood Associates 2001 - 2004
Dundee Private Investors Inc. 1998 - 2001
Skills
Photography, Event Photography, Fine Art Photography, Web Design, Portraits, Wedding Photography, Customer Service, Editorial, Microsoft Office, Photoshop, Portrait Photography, Fashion, Headshots, Travel Photography, Photojournalism, Fashion Photography, Photos, Lightroom, Commercial Photography, Image Editing, Lifestyle Photography, Maternity, Studio Photography
Education
Southern Alberta Institute of Technology 2007 — 2010
Photography
Red Deer College 1997 — 1998
Office Administration
SciQuest November 2010 - November 2012
Tremb Services May 2008 - November 2010
The Leader Direct October 2007 - April 2008
Bitaa Technology December 2006 - March 2007
SnowBus October 2006 - December 2006
Dundee Private Investors Inc November 2004 - November 2006
South Vancouver Community Police Centre May 2004 - March 2005
Daming Enterprise Corporation August 1999 - January 2002
FandDa Communication Technology Company Ltd May 1997 - August 1999
TianWei Computer Ltd July 1996 - May 1997
Skills
XML, C#, Software Development, Sql Server, JavaScript, JQuery, Ajax, ASP.net, MVC, Ceystal Report, Agile, TFS, LINQ, Object Oriented...
Education
Simon Fraser University 2009 — 2010
Diploma of Project Management, Project Management
Jilin University 1993 — 1996
Kerr Financial Corp. August 2007 - Present
Dundee Private Investors Inc. January 2000 - July 2007
National Bank of Greece (Canada) August 1996 - April 1998
Skills
Financial Planning, Strategic Financial..., Investments, Finance, Estate Planning, Mutual Funds, Tax
Education
McGill University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting
Boland & Associates June 2009 - Present
ING DIRECT Canada November 2008 - May 2009
Dundee Private Investors Inc. 2007 - 2008
Dundee Private Investors Inc. 2004 - 2007
Skills
Mutual Funds, Strategic Financial..., Securities, Wealth Management, Portfolio Management, Investments, Retirement Planning, Microsoft Word, Marketing
Education
George Brown College 2003 — 2004
Diploma, Marketing for Financial Services
Instituto Tecnológico de Mérida 1993 — 1998
BA, Administration
Matson Driscoll & Damico December 2014 - Present
John J. Geib, Chartered Accountants January 2013 - December 2014
CIBC August 2009 - December 2012
Dundee Private Investors Inc. January 2008 - December 2008
Skills
Strategic Financial..., Retail Banking, Credit Analysis, Mutual Funds, Portfolio Management, Financial Reporting, Mortgage Lending, Credit Risk, Wealth Management, Relationship Management, IFRS, Financial Accounting, Customer Service, Financial Planning, Accounting, Account Reconciliation, Financial Statements, Tax Preparation
Education
CA School of Business 2013 — 2014
The University of Lethbridge 2009 — 2012
B. Mgt. with Great Distinction, Finance
Fanshawe College 2007 — 2009
Financial Planning Services
Presbytery of Montreal - The Presbyterian Church in Canada September 2014 - Present
CGA CPA February 2013 - Present
Promutuel Capital January 2008 - October 2009
Dundee Private Investors Inc. September 1990 - January 2008
Education
McGill University 2013 — 2013
Graduate Certificate in Accounting Practice, Accounting, G.P.A.: 3.60
McGill University 2010 — 2012
Diploma in Accounting, Accounting, G.P.A.: 3.50
Vanier College 2010 — 2011
Attestation of College Studies, Computerized Financial Management, 95%
University of Ottawa 1978 — 1980
Master of Business Administration (M.B.A.), Marketing
Wilfrid Laurier University 1974 — 1978
Honours B.A., French, German
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - Present
Dundee Private Investors Inc. 1998 - November 2013
Skills
Investments, Wealth Management, Estate Planning, Strategic Financial..., Retirement Planning, Retirement, Wealth, Wealth Accumulation, Financial Planners, Asset Allocation, Investment Strategies, Financial Advisory, Mutual Funds, Wealth Management..., Investment Advisory
Education
University of Manitoba 1970 — 1973
B/A Economic & B/Comm(Hons) Finance, CFP, Business/Managerial Economics