MD Financial
Address: 2702-1000 Rue de la Gauchetière O, Montréal, QC H3B 4W5, Canada Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–8PMFriday8AM–8PMSaturdayClosedSundayClosedMonday8AM–8PMTuesday8AM–8PMWednesday8AM–8PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Québec Phone: +1 514-392-1434: : Place name: : Category: : : Website: : Website: http://www.mdm.ca/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of MD Financial Management Posting publicly on the Web Write a review Reviews Be the first to review
MD Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MD Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MD Financial Employees
Grant Thornton LLP in Canada July 2014 - Present
University of Windsor January 2013 - Present
Canadian Tax Foundation October 2013 - June 2014
Tax Court of Canada August 2012 - July 2013
University of Windsor February 2011 - April 2011
MD Financial October 2007 - June 2008
Skills
Tax
Education
University of Windsor 2009 — 2011
J.D., Law
University of Ottawa / Université d'Ottawa 2003 — 2007
Hons. B. Soc., Political Science
cica
Baker Tilly Virchow Krause, LLP August 2015 - Present
Carlson Ventures Enterprise January 2014 - May 2015
Piper Jaffray June 2014 - August 2014
MD Financial May 2013 - September 2013
Inner Circle August 2012 - August 2013
Holiday Companies May 2012 - September 2012
Hot Lawns May 2007 - January 2012
Skills
Customer Service, People Skills, Teamwork, Microsoft Excel, PowerPoint, Analysis, Strategic Planning, Social Media, Financial Analysis, Reflection, Public Speaking, Leadership, Access, Finance, Research, Entrepreneurship
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Finance, Entrepreneurial Management, 3.96
The Hong Kong University of Science and Technology 2013 — 2013
Study Abroad Experience, Finance
Minnetonka High School 2007 — 2011
4.0
Travelers August 2014 - Present
Travelers July 2013 - August 2014
The Dominion of Canada General Insurance Company December 2010 - July 2013
MD Financial October 2010 - December 2010
Office of the Auditor General of Canada September 2008 - August 2010
Skills
Human Resources, Employee Relations, Performance Management, Coaching, Recruiting, Leadership, Compensation & Benefit, Project Planning, Strategy, HRIS, Training, Organizational..., Organizational..., Terminations, Change Management, Talent Management, Employee Engagement, Interviews, Onboarding, Entrance and Exit..., Training
Education
George Brown College 2008 — 2008
Human Resources Management Certificate
The University of Western Ontario 2004 — 2007
Honors B.A.
MD Financial January 2010 - Present
Bank of America June 1999 - January 2010
Skills
Executive Management, Leadership, Business Strategy, Wealth Management, Financial Services, Change Management, Business Planning, Banking, Risk Management, Credit Cards, Portfolio Management, Credit, Credit Risk, Relationship Management, Credit Analysis, Strategy, Loans, Investments, Process Improvement, Retail Banking, Business Process..., Financial Risk, Consumer Lending, Financial Analysis, Finance, Retirement Planning
Education
Carleton University 1994 — 1998
BA, Mass Communications
MD Financial January 2012 - Present
Affinity Credit Services July 2007 - January 2012
Albertsons July 2003 - August 2005
Nexus office systems June 2001 - May 2002
Skills
Retail, Customer Service, Account Management, Inventory Management, Money Services, Bank Reconciliation, Banking, Account Reconciliation, Project Management, Marketing Strategy, Market Research
Education
Northern Illinois University
Rock Valley College
Applied Systems March 2014 - Present
Applied Systems Canada Inc. October 2012 - Present
Deloitte September 2009 - October 2012
Deloitte May 2007 - September 2009
Deloitte September 2006 - May 2007
MD Financial June 2006 - September 2006
Skills
Program Management, Marketing Strategy, Business Strategy, Event Management, Market Research, Social Media Marketing, Strategic Planning, Marketing Communications, Marketing, Proposal Writing, Strategy, Project Management, Project Planning, Management
Education
Queen's University Executive Development Program, Marketing 2011 — 2011
Carleton University 2002 — 2006
Political Science, International Relations, Law
Mayflied
Alberta Investment Management Corporation (AIMCo) November 2013 - Present
Alberta Investment Management Corporation (AIMCo) September 2011 - November 2013
TD Waterhouse - Private Investment Advice March 2011 - September 2011
MD Financial June 2009 - November 2010
Shenzhen Tempus Logistics Holdings April 2008 - May 2009
Skills
Financial Modeling, Asset Management, Customer Relations, Analysis, Credit, Asset Managment, Alternative Investments, CAIA, Managed Futures, Investments, Financial Analysis, Equities, Portfolio Management, Derivatives, Business Development, Finance, Valuation, Client Relations Skills, Performance Analysis, Risk Management, Trading
Education
Wall Street Prep 2013 — 2013
Financial Modelling Bootcamp, M&A, Financial Statement Modelling, DCF, LBO
University of Alberta 2004 — 2007
Bachelor of Commerce, Finance, International Business
Peking University 2006 — 2006
Diploma in Chinese Language, Chinese
Grant Macewan College 2002 — 2004
Asia Pacific Management Diploma, International Business / Finance
Chartered Alternative Investment Analyst Association 2014 — 2015
CAIA, Real Estate, Private Equity, Managed Futures, Commodities, Hedge Funds, Infrastructure
City of Ottawa January 2015 - Present
City of Ottawa December 2010 - January 2015
Campaign to Elect City Councilor for Bay Ward - Ottawa January 2010 - November 2014
MD Financial November 2001 - July 2010
CIBC December 1998 - November 2001
Canada Trust March 1991 - March 1997
Skills
Budgets, Risk Management, Leadership, Customer Service, Event Management, Finance, Research, Fundraising, Strategic Planning, Nonprofits, Investments, Analysis, Policy, Training, Credit, Legislative Policy
Education
Algonquin College of Applied Arts and Technology 2000 — 2001
Accounting Courses
Carleton University 1991 — 1998
Bachelors Degree, Law
Investment Funds Institute of Canada 1994 — 1994
Canadian Investment Course
MD Financial January 2011 - Present
MD Financial March 2006 - December 2010
MD Financial July 1996 - March 2006
Education
Memorial University of Newfoundland 1988 — 1992
Bachelor of Arts, Economics
Springwater Capital Mortgage February 2010 - Present
Envision Lending January 2008 - January 2010
MD Financial January 2005 - January 2008
Skills
Customer Service, Strategic Planning, Public Speaking, Microsoft Excel, Microsoft Office, Negotiation, Microsoft Word, Team Building, Investment Properties, Short Sales, Real Estate, Budgets
Education
University of Utah 1974 — 1977
Bachelor of Applied Science (B.A.Sc.), Business and Commercial Recreation
Ohio University 1972 — 1973
Lee Enterprises (The Citizen) September 2014 - Present
MD Financial Advisors September 2013 - September 2014
Michigan House of Representatives February 2012 - June 2013
Michigan House of Representatives October 2011 - January 2012
Michigan Republican Party May 2011 - October 2011
MD Financial May 2007 - April 2011
Skills
Constituent Services, Clerical Skills, Public Policy, Public Sector, Public Relations, Politics, Finance, Strategic Planning, Program Evaluation, Labor Relations, Grassroots Organizing, Government, Political Science, Analysis, Research, Political Campaigns, Political Consulting, Legislation, Public Administration, Policy, Legislative Research, Policy Analysis, Public Speaking, Non-profits, Legislative Relations, State Government, Coalitions, Legislative Affairs, Nonprofits, Community Development, Insurance, Grassroots
Education
University of Michigan 2011 — 2012
Master's degree, Public Administration
Siena College 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government
A l'Ouest Interiors May 2011 - Present
Sheridan College August 2012 - April 2014
Sheridan College August 2012 - April 2014
MD Financial 2008 - 2008
Education
Ryerson University
Bachelor of Architecture (BArch), Architecture
Academy of Design
Bachelor of Interior Design
McMaster University
Bachelor of Arts (B.A.), Philosophy
Lorne Park Secondary 2002 — 2006
Office of the Superintendent of Financial Institutions Canada December 2009 - Present
MD Financial November 2003 - December 2009
Skills
.NET, ASP.NET, WCF, BizTalk, Entity Framework, SOA, SharePoint, TFS, Visual Studio, SDLC, ITIL, Scrum, Agile, Microsoft SQL Server, Agile Methodologies, Business Analysis, Enterprise Architecture, UML, Requirements Analysis, Database Design, Requirements Gathering, Software Development, Software Project...
Education
University of Guelph 1997 — 2001
BSc., Computing And Information Science
Croesus January 2014 - Present
MD Physician Services November 2010 - January 2014
MD Physician Services October 2007 - November 2010
MD Financial June 2006 - October 2007
CIBC (TAL) Asset Management 1999 - 2004
Skills
Business Analysis, Risk Management, Portfolio Management, Investments, Change Management, SDLC, Financial Analysis, Process Improvement, Financial Modeling, Analysis, Management Consulting, Project Management, Business Process...
Education
HEC Montréal 1996 — 1999
Canadian Real Estate Association May 2011 - Present
Centre of Excellence for Public Sector Marketing November 2010 - Present
CanWIT 2012 - 2015
Excelerate Consulting April 2010 - April 2011
MD Physician Services 2009 - 2010
Practice Solutions Inc. a CMA subsidiary 2006 - 2009
MD Financial 2002 - 2006
Export Development Canada 2000 - 2002
Export Development Canada 1997 - 2000
Ottawa Tourism 1995 - 1997
Skills
Level 2 Official, ACA, Change Management..., Social Media, Marketing, Healthcare, Financial Services, Strategy, Marketing Strategy, Marketing Communications, Integrated Marketing, Change Management, Public Speaking, Non-profits, Strategic Planning, Nonprofits, Project Management, Strategic Communications, Corporate Communications, Media Relations, Internal Communications, Social Media Marketing, Product Marketing, Direct Marketing, Program Management, Advertising, Brand Development, Business Development, Cross-functional Team..., Management, Training, Leadership, Social Networking
Education
McGill University 1986 — 1988
MBA, International Business
University of Ottawa 1982 — 1986
B. Com, Marketing
MD Financial Management February 2014 - Present
MD Financial October 2010 - February 2014
Standard Life March 2008 - February 2010
Investors Group April 2007 - February 2008
IKON Office Solutions July 2004 - December 2005
Skills
Investments, Research, Quantitative Investing, Equities, Financial Services, Analysis, Financial Analysis, Portfolio Management, Finance, Banking, Business Analysis, Economics, Relationship Management
Education
HEC Montréal 2000 — 2004
Bachelor's in Business Administration, Applied Economics
Collège Jean-de-Brébeuf 1993 — 2000
DEC/DES, Social Sciences
Fusebill January 2014 - September 2015
JSI Telecom August 2009 - January 2014
BlackBerry October 2008 - August 2009
MD Financial October 2007 - October 2008
Canada Public Safety, Security and Emergency Preparedness 2007 - 2007
Alcatel-Lucent January 2002 - December 2006
Skills
Scrum, Agile Methodologies, .NET, ASP.NET, C#, AJAX, Object Oriented Design, Software Engineering, Software Design, TFS, Software Development, WCF, SharePoint, MVC, Architecture, XML, Software Project..., OOP, Eclipse, SOA, Design Patterns, WPF, Visual Studio, Test Driven Development, Linux, Agile Project Management, LINQ, Web Services, UML, SOAP, Subversion, Ruby, Unit Testing, Web Applications, T-SQL, Microsoft SQL Server, Web Development, SQL, Enterprise Software, Java, SaaS, Requirements Analysis, JavaScript
Education
Memorial University of Newfoundland 1986 — 1989
Biochemistry
Algonquin College of Applied Arts and Technology
Advanced Diploma, Computer Engineering
Parliament of Canada - House of Commons July 2014 - Present
Minto Group Inc. June 2014 - July 2014
MD Financial August 2010 - May 2014
MD Physician Services September 2009 - August 2010
Cactus Commerce (Now Smith) July 2008 - September 2009
CashTech Currency Products Inc. November 2004 - March 2008
EY June 2004 - November 2004
Borealis Infrastructure August 2001 - June 2002
Kopstick Osher Chartered Accountants January 1999 - August 2001
Skills
Accounts Payable, Accounts Receivable, Personal Income Tax..., Management, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Bilingual English-French, Process Improvement, Change Management, Accounting, Account Reconciliation, Forecasting, Auditing, Finance, Financial Statements, Payroll, Internal Controls, Analysis, Budgets
Education
College Boreal 1996 — 1998
Diploma in Accounting, Accounting and Business/Management, 4.0 average
University of Ottawa 1992 — 1995
Bachelor's Degree, History
Ecole Secondaire Jeunesse Nord 1987 — 1992
High School, 13
Emmer for Congress July 2015 - Present
Bethel University January 2014 - Present
Salo LLC March 2013 - Present
MD Financial November 2011 - October 2012
Minnesota House Republican Caucus January 2011 - November 2011
Emmer for Governor July 2010 - December 2010
General Finance and Development July 2009 - July 2010
United States Congress 2008 - 2008
Skills
Social Media, Wealth Management, Marketing, Newsletters, Press Releases, Financial Services, Strategic Communications, Securities, Legislation, Public Speaking, Event Planning, Research, Strategy, Management
Education
DePaul University 2005 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Visitation
Sutton Group - Premier Realty (2008) Ltd. September 2010 - Present
MD Financial March 1996 - July 2009
Midland Walwyn June 1992 - February 1996
Skills
Real Estate, Financial Services, Selling, Sales, Equities, Asset Management, Mortgage Lending, Fixed Income, Investments, Sellers
Education
Queen's University 1984 — 1988
Honours BA, Math/Economics
Department of Foreign Affairs August 2011 - Present
Canadian Heritage Information Network 2015 - 2015
Canadian Heritage Information Network 2015 - 2015
House of Common 2014 - 2014
House of Common 2014 - 2014
MD Financial March 2011 - September 2011
j2 Global Communications December 2010 - February 2011
Protus IP Solutions August 2007 - December 2010
IBM April 2004 - August 2007
Datajungle 2003 - 2004
Skills
ASP.NET, JavaScript, C#, AJAX, jQuery, Microsoft CRM, .NET, SQL, SQL Server, HTML, XML, CSS, Visual Studio, Application Development, Customer Relations, Architectures, Microsoft SQL Server, Oracle
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
Bachelor of Applied Science, Computer Engineering
University of Ottawa / Université d'Ottawa 1996 — 2001
Deadman Consulting January 1999 - Present
AANDC 2010 - 2015
Health Canada 2010 - 2010
MD Financial 2008 - 2009
Deloitte 2004 - 2007
Sanga Research Corporation March 1997 - January 1999
Sanga 1997 - 1998
Mitel March 1991 - March 1997
IBM 1994 - 1997
Skills
Ant, CORBA, Java, Web Services, Agile Methodologies, RMI, Enterprise Architecture, XML, SOA, Software Development, Hibernate, Eclipse, Microsoft SQL Server, Agile Project Management, .NET, Subversion, JSP, Requirements Analysis, Unix, MySQL, Solution Architecture, JUnit, Enterprise Software, Java Enterprise Edition, Scrum, Design Patterns, Web Applications, Oracle, Software Engineering, REST, Software Design, SQL, Tomcat, Object Oriented Design, Integration, Weblogic, Architecture, AJAX, Distributed Systems, SDLC, C#, Application Architecture, JavaScript, UML, Software Project..., C++, Spring, SOAP, Visual Studio, Test Driven Development
Education
University of Guelph 1987 — 1991
M.Sc., Computer Science
McMaster University 1981 — 1986
B.Sc., Physics
Ottawa Senators Hockey Club January 2013 - Present
Schleich North America November 2011 - January 2013
Mercer Health & Benefits July 2010 - November 2011
Costco Wholesale Canada March 2009 - October 2010
CMHC December 2008 - April 2009
MD Financial October 2007 - December 2008
Pepsi Bottling Group January 2006 - October 2007
RMIC 2004 - 2006
John Rodes pool 1997 - 2001
Skills
Forecasting, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Leadership, Management, Microsoft Office, Process Improvement, Project Management, Sarbanes-Oxley Act, PeopleSoft, Analysis, Finance, Payroll, Budgets, Data Analysis, Microsoft Excel, Risk Management, Strategic Planning, Variance Analysis, Auditing, Business Planning, Managerial Finance
Education
Canisius College 2000 — 2004
BSC, Finance
St. Basil Secondary 1995 — 2000
IÉSEG School of Management
MD Financial 2009 - Present
National Bank of Canada 1992 - 2009
Skills
Strategic Financial..., Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Leadership, Retirement, Financial Planning, Banking, Investments, Mutual Funds, Portfolio Management
Education
Concordia University 2003 — 2005
Master of Business Administration (M.B.A.)
Bishop's University 1987 — 1990
St Thomas High School
St Thomas High School
St Thomas High School
O'Leary Funds February 2011 - Present
MD Financial 2009 - 2010
KPMG LLP May 2006 - November 2008
MBNA Canada June 2003 - May 2006
BMO Nesbitt Burns 1997 - 2001
BMO Nesbitt Burns 1997 - 2001
Skills
Financial Analysis, Financial Modeling, Investments, Equities, Mutual Funds, Strategic Financial..., Asset Management, Auditing, Portfolio Management, Private Placements, Alternative Investments, Private Equity, Investment Strategies, Wealth Management, Securities, Capital Markets, Asset Allocation
Education
CICBV 2007 — 2012
Business Valuation
CFA Institute 2003 — 2005
Financial Mathematics
University of Alberta 1995 — 2000
Bachelor of Commerce, Finance and Accounting
Brentwood Elementary School
MD Physician Services January 2014 - Present
MD Financial January 2010 - Present
MD Management Ltd December 2010 - December 2013
MD 2010 - 2010
CIBC April 2001 - December 2004
Skills
Wealth Management, Retirement Planning, Fixed Income, Financial Analysis, Business Analysis, Credit, Team Leadership, Process Improvement, Change Management
Education
University of Ottawa 1997 — 2000
BComm, Finance
University of Ottawa 1997 — 2000
BComm, Finance
Sumac Consulting May 2008 - Present
Technologia Conseil May 2008 - November 2010
RHQ 2006 - 2010
Crocs January 2008 - May 2008
ConsulTI.com November 2005 - December 2007
McGill University September 2005 - June 2007
Champlain Regional College September 1999 - May 2007
MD Financial September 1992 - September 1996
Flaman Management Partners 1992 - 1994
Agence Canadienne de Développement International (ACDI) October 1986 - November 1988
Skills
ERP, CRM, Project Management, Management, Windows Server, Networking, Consulting, Information Technology, Technical Support, Manufacturing, Microsoft Certified..., Business Intelligence
Education
Champlain Regional College 1999 — 2007
Enseignant, Professionnel en TI & Spécialistes en réseaux
Concordia University 1987 — 1989
MBA, Marketing & Management Information Systems
Université de Montréal 1976 — 1979
B.Sc., Psychologie
Collège Édouard-Montpetit
Enseignant, Spécialistes en réseaux
McGill University
Enseignant, Gestion de réseaux informatique
CFA Institute July 2014 - Present
CFA Institute June 2009 - Present
Canada Mortgage & Housing Corporation June 2002 - Present
MD Management Ltd June 1996 - June 2002
MD Financial June 1995 - June 2002
Skills
Investments, Risk Management, Derivatives, Performance Attribution, Fixed Income, Portfolio Management, Equities, Financial Risk, Credit Risk, Credit Analysis, Analysis, Swaps, Bloomberg, Management, Financial Markets, Financial Modeling, Options Strategies
Education
CFA Institute
Certificate in Investment Performance Measurement, Investment Performance and Attribution
CFA Institute 2008 — 2010
CFA Charterholder
University of Ottawa 1985 — 1988
Bachelor of Commerce (Honours), Major - Marketing; Minor - International Business
Canada Revenue Agency October 2010 - Present
MD Financial July 2008 - January 2010
Stark & Marsh Chartered Accountants May 2006 - June 2008
Stark & Marsh Chartered Accountants November 2004 - April 2006
McGraw-Hill Ryerson June 2004 - October 2004
Yanke Group of Companies May 2004 - June 2004
University of Saskatchewan May 2002 - April 2003
University of Saskatchewan May 2000 - April 2002
University of Saskatchewan September 1999 - April 2000
AIUB January 1998 - August 1999
Skills
Auditing, Financial Accounting, Financial Statements, Analysis, Finance, Internal Controls, Variance Analysis, Account Reconciliation, Tax, Corporate Tax, Tax Returns, Credit, Management Accounting, Accounting, Financial Reporting, Financial Analysis, Income Tax, Tax Advisory, Data Analysis, GAAP
Education
Canadian Institute of Chartered Accountants 2006 — 2008
CICA In-depth Tax Course Levels 1 & 2, Taxation
Certified General Accountants of Canada 2002 — 2006
CGA, Accounting
University of Saskatchewan 1999 — 2004
MBA, Business Administration
University of Dhaka
Masters of Commerce, Accounting
University of Dhaka
Bachelor of Commerce, Accounting
University of Dhaka
Master, Business Administration
Fuel Industries June 2014 - Present
Canada Post December 2012 - June 2014
Momentous.ca July 2010 - October 2012
Minto Developments Inc. April 2009 - April 2010
MD Financial January 2005 - February 2010
EDC 2001 - 2005
Skills
Business Intelligence, Database Design, Microsoft SQL Server, Data Warehousing, SSIS, SQL, SQL Tuning, ASP.NET
Education
Carleton University 1994 — 1999
DNA Genotek September 2009 - Present
Lorrie Maruscak Design February 2009 - September 2009
MD Financial March 2006 - January 2009
Lorrie Maruscak Design 1989 - 2009
Feature Publishing Limited 1990 - 1994
Centennial College 1989 - 1992
Brunico Communications 1988 - 1990
Skills
Art Direction, Proofreading, Project Coordination, Customer Relations, Vendor Relations, Packaging, Adobe Creative Suite, People Management, Illustrator, Graphic Design, Product Development, Print Production..., Classroom Instruction, Training Skills, Advertising, Layout, Customer Service, Strategy, Creative Direction, Marketing, Collateral, Marketing Strategy, Web Design, Management, Corporate Branding, Brochures, Corporate Communications, Project Planning, Product Marketing, Illustration, Magazines, Adobe Acrobat, Email Marketing, Publications, Brand Development, Branding & Identity, Training, Art
Education
Continuing Education 2012 — 2012
Sheridan College 1983 — 1986
Diploma, Illustration Program
Athens District High School 1978 — 1983
Ontario Honours Secondary School diploma
MD Financial February 2002 - Present
MD Physician Services 2002 - Present
Education
Saint Mary's University 1996 — 1998
MBA
MD Financial May 2010 - Present
MD Financial March 2009 - May 2010
MD Private Trust / Private Investment Management January 2008 - March 2009
MD Private Investment Management September 2004 - December 2008
EDS Group September 2001 - September 2004
Bank of Canada May 1997 - September 2001
Skills
Asset Managment, Process Improvement, Asset Management, Investments, Portfolio Management, Investment Strategies, Strategic Financial..., Mutual Funds, Operations Management, Wealth Management, Analysis, Asset Allocation, Retirement Planning, Financial Services, Investment Management, Wealth, Securities, Retirement, Financial Planning
Education
University of Ottawa 1995 — 1997
MBA, Finance
McGill University 1989 — 1991
MA, International Studies
Royal Military College of Canada/Collège militaire royal du Canada 1981 — 1985
BA, History
LullaBoom January 2012 - January 2013
Usborne Books at Home June 2009 - July 2010
MD Financial November 2005 - May 2009
Landmark Education 2001 - 2001
Skills
Social Media, Event Planning, Event Management, Social Media Marketing, Marketing Communications, Public Relations, Facebook, Creative Writing, Public Speaking, Blogging, Marketing Strategy, Email Marketing, Social Networking, Coaching, Marketing, Customer Service, Microsoft Office, Editing, Leadership, Fundraising, Digital Marketing, Volunteer Management, Volunteer Recruiting, Non-profit Volunteering, Events Coordination
Education
Landmark Education 2000 — 2002
Information Technology Institute 1999 — 2000
Applied IT Diploma
McGill University 1994 — 1997
B.A., Honours Psychology, Minor Linguistics
Marianopolis College 1992 — 1994
DEC, Commerce
Trafalgar School for Girls 1989 — 1992
Elizabeth Ballantyne School 1980 — 1987
MD Physician Services October 2012 - Present
MD Physician Services Inc. October 2010 - October 2012
MD Financial October 2008 - October 2010
MD Financial July 2005 - October 2008
SCP Science November 2002 - July 2005
Skills
Microsoft SQL Server, Databases, SSRS, SSIS, T-SQL, C#, ETL, Software Development, SQL, Stored Procedures, Microsoft CRM, Microsoft Dynamics, Microsoft Dynamics CRM..., Microsoft Dynamics CRM..., Microsoft Dynamics CRM..., Database Design, .NET, VB.NET
Education
Algonquin College of Applied Arts and Technology 1999 — 2003
Diploma, Computer Engineering Technology
MD Financial Management Gestion financière MD February 2015 - Present
MD Physician Services June 2013 - Present
MD Financial April 2011 - June 2013
Skills
Investment Strategies, Investment Advisory, Investments, Fixed Income, Mutual Funds, Retirement Planning
Education
CFA Institute
Passed Level I of the CFA Program
University of Ottawa
Bachelor of Commerce (B.Com.), Finance Honours
Fleming College
Business Administration Diploma
MD Financial May 2007 - Present
Idées plus inc., Trust Royal, and RBC 1989 - 2007
Société nationale de fiducie 1984 - 1989
Skills
Banking, Financial Analysis, Finance, Portfolio Management, Financial Services, Financial Planning, Wealth Management, Credit
Education
Université du Québec à Montréal / UQAM 1980 — 1984
BAA
MD Financial February 2007 - Present
P.B.Fraser and Associates October 1992 - September 2006
Canada Trust June 1978 - August 1992
Education
McGill University 1964 — 1969
Bachelor of Science, Biology
Piper's Heath Golf Club April 2015 - Present
Chudleigh's Orchards June 2014 - November 2014
MD Financial May 2007 - June 2014
MD Insurance Agency Limited 2007 - 2014
GMAC Residential Funding of Canada/ResMor Trust 2005 - 2007
Royal and SunAlliance Financial 1986 - 2001
Skills
Retirement Planning, Customer Service, Investments, Wealth Management, Strategic Financial..., Insurance, Risk Management, Retirement, Financial Services, Financial Planning, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Management, Disability Insurance, Life Insurance, Mutual Funds
Education
McMaster University 1983 — 1985
Master of Business Administration (MBA)
Lakehead University 1981 — 1983
Bachelor of Chemical Engineering
MD Financial March 2009 - Present
Education
CFA Institute
CFA Charterholder, Investment Management and Research
Carleton University
Bachelor of Arts, Economics