Royal Trust
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Royal Trust Employees
Employee
Years
Job
Industry
Berris Karden Berris Karden's Royal Trust Experience June 1995 - August 1998
Job CEO at ecovideo
Industry Internet
Experience
Zajac Foundation May 2013 - Present
ecovideo November 2001 - Present
ecovideo November 2001 - Present
City University January 1997 - June 2001
Royal Trust June 1995 - August 1998
RBC 1988 - 1995
Skills
New Business Development, Public Relations, Online Marketing, International Sales, Account Management, Integrated Marketing, Start-ups, Entrepreneurship, Video, Marketing Communications, Marketing, Marketing Strategy, Social Media Marketing, Brand Development, Online Advertising, Social Media, Banking, Strategy, Financial Planning, Wealth Management
Education
Simon Fraser University 1995 — 1998
MBA, International Business
The University of British Columbia 1984 — 1988
Bachelor of Commerce (B.Com.), Finance, Marketing
Carihi
Zajac Foundation May 2013 - Present
ecovideo November 2001 - Present
ecovideo November 2001 - Present
City University January 1997 - June 2001
Royal Trust June 1995 - August 1998
RBC 1988 - 1995
Skills
New Business Development, Public Relations, Online Marketing, International Sales, Account Management, Integrated Marketing, Start-ups, Entrepreneurship, Video, Marketing Communications, Marketing, Marketing Strategy, Social Media Marketing, Brand Development, Online Advertising, Social Media, Banking, Strategy, Financial Planning, Wealth Management
Education
Simon Fraser University 1995 — 1998
MBA, International Business
The University of British Columbia 1984 — 1988
Bachelor of Commerce (B.Com.), Finance, Marketing
Carihi
Bram Christiaanse, CFP Bram Christiaanse, CFP's Royal Trust Experience 1993 - 1993
Job Financial Planner, Investment and Retirement Planning at RBC
Industry Financial Services
Experience
RBC 2012 - Present
HomEquity Bank, formerly Canadian Home Income Plan Corporation (CHIP) 2001 - 2012
Independent Order of Foresters 2000 - 2001
CIBC 1999 - 2000
Investors Group Financial Services Inc. 1996 - 1999
Vancouver Capital Corporation 1994 - 1996
International Investment Properties 1993 - 1995
Royal Trust 1993 - 1993
Kirk Capital Corporation 1992 - 1993
Skills
Investment Advisory, Portfolio Management, Strategic Planning, Investment Strategies, Financial Advisory, Securities, Leadership, Retirement, Asset Managment, Finance, Asset Allocation, Wealth Management..., Retirement Savings, High Net Worth..., Asset Management, Relationship Management, Mortgage Marketing, Sales, Management
Education
Iva Driebergen 1986 — 1988
RBC 2012 - Present
HomEquity Bank, formerly Canadian Home Income Plan Corporation (CHIP) 2001 - 2012
Independent Order of Foresters 2000 - 2001
CIBC 1999 - 2000
Investors Group Financial Services Inc. 1996 - 1999
Vancouver Capital Corporation 1994 - 1996
International Investment Properties 1993 - 1995
Royal Trust 1993 - 1993
Kirk Capital Corporation 1992 - 1993
Skills
Investment Advisory, Portfolio Management, Strategic Planning, Investment Strategies, Financial Advisory, Securities, Leadership, Retirement, Asset Managment, Finance, Asset Allocation, Wealth Management..., Retirement Savings, High Net Worth..., Asset Management, Relationship Management, Mortgage Marketing, Sales, Management
Education
Iva Driebergen 1986 — 1988
Darci LaRocque Darci LaRocque's Royal Trust Experience 1985 - 1995
Job Business Consulting & Training for REALTORS® and Entrepreneurs
Industry Professional Training & Coaching
Experience
Darci Talks November 2013 - Present
Swirl Solutions September 2007 - Present
Vancouver Coastal Health May 1997 - May 2007
Royal Trust 1985 - 1995
Skills
Blackberry Enterprise..., Certified Novell..., Microsoft Office, Blackberry, Outlook, iPhone, RIM, CNE, Money, Savings, PowerPoint, Excel, Word, Customer Service, Windows, Mac, Internet Explorer, Research, English, Wireless, Time Management, Technical Training, Technical Writing, Messaging, Public Speaking, Telecommunications, Troubleshooting, Problem Solving, Mobile, Microsoft Word, Microsoft Exchange, Sales, Newsletters, Training, Networking, Social Media Marketing, Leadership, Social Media, Marketing Communications, Microsoft Excel, Social Networking, System Administration, Coaching, Small Business, Mobile Devices, Staff Development, Entrepreneurship, Team Leadership, Strategic Planning, Management
Education
Forum For Women Entrepreneurs 2010 — 2010
ESeries, Running a business
Capilano University 1995 — 1998
Bachelor of Business Administration (BBA), Computer Management
Kelowna Senior Secondary
Diploma, Academics
Darci Talks November 2013 - Present
Swirl Solutions September 2007 - Present
Vancouver Coastal Health May 1997 - May 2007
Royal Trust 1985 - 1995
Skills
Blackberry Enterprise..., Certified Novell..., Microsoft Office, Blackberry, Outlook, iPhone, RIM, CNE, Money, Savings, PowerPoint, Excel, Word, Customer Service, Windows, Mac, Internet Explorer, Research, English, Wireless, Time Management, Technical Training, Technical Writing, Messaging, Public Speaking, Telecommunications, Troubleshooting, Problem Solving, Mobile, Microsoft Word, Microsoft Exchange, Sales, Newsletters, Training, Networking, Social Media Marketing, Leadership, Social Media, Marketing Communications, Microsoft Excel, Social Networking, System Administration, Coaching, Small Business, Mobile Devices, Staff Development, Entrepreneurship, Team Leadership, Strategic Planning, Management
Education
Forum For Women Entrepreneurs 2010 — 2010
ESeries, Running a business
Capilano University 1995 — 1998
Bachelor of Business Administration (BBA), Computer Management
Kelowna Senior Secondary
Diploma, Academics
Jeff A. Brown Jeff A. Brown's Royal Trust Experience February 1992 - June 1994
Job Passionate about creating ENDURING financial security for clients in an insecure world † Investment Counsellor
Industry Investment Management
Experience
RBC PH & N Investment Counsel April 2001 - Present
CT Private Investment Counsel April 1997 - April 2001
CIBC Trust June 1994 - April 1997
Royal Trust February 1992 - June 1994
Skills
High Net Worth..., Wealth, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Equities, Asset Managment, Investment Management, Portfolio Management, Fixed Income, Hedge Funds, Investments, Retirement Planning, Estate Planning, Wealth Management..., Strategic Financial..., Securities, Mutual Funds
Education
Concordia University 1986 — 1989
B. Comm., Finance
Sir Robert Borden high school
Sir Robert Borden high school
RBC PH & N Investment Counsel April 2001 - Present
CT Private Investment Counsel April 1997 - April 2001
CIBC Trust June 1994 - April 1997
Royal Trust February 1992 - June 1994
Skills
High Net Worth..., Wealth, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Equities, Asset Managment, Investment Management, Portfolio Management, Fixed Income, Hedge Funds, Investments, Retirement Planning, Estate Planning, Wealth Management..., Strategic Financial..., Securities, Mutual Funds
Education
Concordia University 1986 — 1989
B. Comm., Finance
Sir Robert Borden high school
Sir Robert Borden high school
Nasir Ali-Mohammed Nasir Ali-Mohammed's Royal Trust Experience June 1985 - December 1987
Job Enterprise Service and Design Team Lead
Industry Computer Software
Experience
Saudi Business Machines - SBM July 2000 - Present
IBM Canada January 1997 - June 2000
Seneca College September 1983 - December 1999
Hudson's Bay Company January 1989 - December 1996
Royal Trust June 1985 - December 1987
Skills
Project Management, Change Management, IT Management, Team Leadership, z/OS, SAP ERP, Virtualization, zNetworking, Cloud Computing, VMware, License Management, Servers, TCP/IP, Cisco Technologies, Enterprise Architecture, Linux, IT Service Management, ITIL, Hardware, IT Strategy, Disaster Recovery
Education
Seneca College of Applied Arts and Technology 1980 — 1983
Diploma, Computer Programming and Operations
Saudi Business Machines - SBM July 2000 - Present
IBM Canada January 1997 - June 2000
Seneca College September 1983 - December 1999
Hudson's Bay Company January 1989 - December 1996
Royal Trust June 1985 - December 1987
Skills
Project Management, Change Management, IT Management, Team Leadership, z/OS, SAP ERP, Virtualization, zNetworking, Cloud Computing, VMware, License Management, Servers, TCP/IP, Cisco Technologies, Enterprise Architecture, Linux, IT Service Management, ITIL, Hardware, IT Strategy, Disaster Recovery
Education
Seneca College of Applied Arts and Technology 1980 — 1983
Diploma, Computer Programming and Operations
Keith Tough Keith Tough's Royal Trust Experience July 1977 - September 1995
Job
Industry Real Estate
Experience
Royal LePage Regency Realty Ltd 1998 - 2014
Park Georgia Realty Ltd September 1995 - December 1998
Royal Trust July 1977 - September 1995
Skills
Microsoft Word, Research, New Home Sales, Teaching, English, Microsoft Office, Condos, Referrals, Microsoft Excel, PowerPoint, Windows, Customer Service, Listings, Single Family Homes, Townhomes, Relocation
Education
Magee
The University of British Columbia
Diploma Urban Land Economics, Real Estate
Royal LePage Regency Realty Ltd 1998 - 2014
Park Georgia Realty Ltd September 1995 - December 1998
Royal Trust July 1977 - September 1995
Skills
Microsoft Word, Research, New Home Sales, Teaching, English, Microsoft Office, Condos, Referrals, Microsoft Excel, PowerPoint, Windows, Customer Service, Listings, Single Family Homes, Townhomes, Relocation
Education
Magee
The University of British Columbia
Diploma Urban Land Economics, Real Estate
Allan Henderson Allan Henderson's Royal Trust Experience January 1995 - January 1997
Job District Vice President at Sentry Investments
Industry Financial Services
Experience
Sentry Investments April 2015 - Present
BMO Global Asset Management November 2006 - April 2015
TD Mutual Funds November 2005 - November 2006
IA Clarington Investments November 2002 - November 2005
Spectrum Investments September 2000 - November 2002
CIBC Financial Planning January 1998 - January 2000
Alberta Treasury Board and Finance January 1997 - January 1998
Royal Trust January 1995 - January 1997
Scotiabank July 1992 - January 1994
Skills
Financial Services, New Business Development, Leadership, Mutual Funds, Investments, Strategic Financial..., Equities, Portfolio Management, Investment Strategies, Wealth Management, Retirement Planning, Asset Managment, Retirement, Financial Advisory, Credit, Asset Management, Investment Advisory, CRM, Insurance, Finance, Financial Planning
Education
University of Alberta 1997 — 2003
MBA, Finance
University of Alberta 1987 — 1992
Bachelor of Commerce with Distinction, Finance
Sentry Investments April 2015 - Present
BMO Global Asset Management November 2006 - April 2015
TD Mutual Funds November 2005 - November 2006
IA Clarington Investments November 2002 - November 2005
Spectrum Investments September 2000 - November 2002
CIBC Financial Planning January 1998 - January 2000
Alberta Treasury Board and Finance January 1997 - January 1998
Royal Trust January 1995 - January 1997
Scotiabank July 1992 - January 1994
Skills
Financial Services, New Business Development, Leadership, Mutual Funds, Investments, Strategic Financial..., Equities, Portfolio Management, Investment Strategies, Wealth Management, Retirement Planning, Asset Managment, Retirement, Financial Advisory, Credit, Asset Management, Investment Advisory, CRM, Insurance, Finance, Financial Planning
Education
University of Alberta 1997 — 2003
MBA, Finance
University of Alberta 1987 — 1992
Bachelor of Commerce with Distinction, Finance
Ellen Dungen Ellen Dungen's Royal Trust Experience November 1998 - October 2001
Job President at EMD Consulting LTD.
Industry Financial Services
Experience
EMD Consulting LTD. August 2012 - Present
United Way of Calgary and Area April 2011 - Present
TD Canada Trust September 2006 - April 2012
TD Waterhouse December 2003 - August 2006
Solium Capital December 2002 - November 2003
Royal Trust November 1998 - October 2001
Skills
Strategic Planning, Public Speaking, Marketing Communications, Portfolio Management, Coaching, Business Strategy, Project Management, Marketing Strategy, Leadership, Team Leadership, Public Relations, Team Building, Relationship Management, Event Planning, Investments, Marketing, Fundraising, Mutual Funds, Budgets, Non-profits, Community Development, Corporate Communications, Nonprofits, Change Management, Philanthropy, Management, Strategy, Business Development, Program Management, Training, Strategic Communications, Leadership Development
Education
Boston College - Carroll School of Management 2011 — 2011
Certificate, Corporate Citizenship
Dalhousie University 1998 — 2000
MBA
EMD Consulting LTD. August 2012 - Present
United Way of Calgary and Area April 2011 - Present
TD Canada Trust September 2006 - April 2012
TD Waterhouse December 2003 - August 2006
Solium Capital December 2002 - November 2003
Royal Trust November 1998 - October 2001
Skills
Strategic Planning, Public Speaking, Marketing Communications, Portfolio Management, Coaching, Business Strategy, Project Management, Marketing Strategy, Leadership, Team Leadership, Public Relations, Team Building, Relationship Management, Event Planning, Investments, Marketing, Fundraising, Mutual Funds, Budgets, Non-profits, Community Development, Corporate Communications, Nonprofits, Change Management, Philanthropy, Management, Strategy, Business Development, Program Management, Training, Strategic Communications, Leadership Development
Education
Boston College - Carroll School of Management 2011 — 2011
Certificate, Corporate Citizenship
Dalhousie University 1998 — 2000
MBA
Ricardo Gallo Ricardo Gallo's Royal Trust Experience 1988 - 1994
Job Application Consultant, OFSAA (CROFT) at CIBC / President at Clarkson Soccer Club
Industry Information Technology and Services
Experience
CIBC June 2015 - Present
Clarkson Soccer Club December 2013 - Present
CIBC April 2005 - May 2015
Clarkson Sheridan Soccer Club March 2003 - December 2013
Ministry of Community and Social Services 2000 - 2005
CIBC 1997 - 1999
RBC 1994 - 1997
Royal Trust 1988 - 1994
Skills
Business Analysis, SDLC, Requirements Gathering, Business Systems..., Systems Design, Financial Systems Design, Sarbanes-Oxley, Basel, CDIC FID Analysis and..., System Design, Requirements Analysis, Gap Analysis, Business Process..., Business Requirements, Systems Analysis, Business Process, Solution Architecture, User Acceptance Testing, Business Process Design, Consulting, Integration, Management
Education
Ryerson University
Bachelor of Computer Science
St. Martin Secondary School
CIBC June 2015 - Present
Clarkson Soccer Club December 2013 - Present
CIBC April 2005 - May 2015
Clarkson Sheridan Soccer Club March 2003 - December 2013
Ministry of Community and Social Services 2000 - 2005
CIBC 1997 - 1999
RBC 1994 - 1997
Royal Trust 1988 - 1994
Skills
Business Analysis, SDLC, Requirements Gathering, Business Systems..., Systems Design, Financial Systems Design, Sarbanes-Oxley, Basel, CDIC FID Analysis and..., System Design, Requirements Analysis, Gap Analysis, Business Process..., Business Requirements, Systems Analysis, Business Process, Solution Architecture, User Acceptance Testing, Business Process Design, Consulting, Integration, Management
Education
Ryerson University
Bachelor of Computer Science
St. Martin Secondary School
Nathalie Tastet Nathalie Tastet's Royal Trust Experience 1996 - 1998
Job Spécialiste en administration des régimes de retraite. À la recherche de nouvelles opportunités
Industry Human Resources
Experience
Mercer April 2011 - November 2014
ACS, une compagnie de Xerox 2005 - 2011
Towers Perrin 1998 - 2005
Royal Trust 1996 - 1998
Skills
Employee Benefits, Human Resources, Defined Benefit, Pensions, Benefits Administration, Retirement, Microsoft Office, Pension Administration, Leadership, Change Management
Education
IUT de Poitiers
Diplome Universitaire de Technologie, Finances et comptabilité
Institut d'administration des entreprises, Poitiers, France
Maitrise de Sciences de Gestion, Finance et Marketing
Université de Poitiers
Attestation en Sciences économiques, Économie
Mercer April 2011 - November 2014
ACS, une compagnie de Xerox 2005 - 2011
Towers Perrin 1998 - 2005
Royal Trust 1996 - 1998
Skills
Employee Benefits, Human Resources, Defined Benefit, Pensions, Benefits Administration, Retirement, Microsoft Office, Pension Administration, Leadership, Change Management
Education
IUT de Poitiers
Diplome Universitaire de Technologie, Finances et comptabilité
Institut d'administration des entreprises, Poitiers, France
Maitrise de Sciences de Gestion, Finance et Marketing
Université de Poitiers
Attestation en Sciences économiques, Économie
Hilary Grimmett Hilary Grimmett's Royal Trust Experience 1996 - 1999
Job Director, Relationship Management at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon April 2007 - Present
RBC Dexia Investor Services 2003 - 2007
RBC Global Services 1999 - 2003
Royal Trust 1996 - 1999
National Trust Company 1994 - 1996
National Trust Company 1991 - 1994
Skills
Pensions, Mutual Funds, Financial Services, Relationship Management, Securities
Education
Canadian Securities Institute 2010 — 2010
Investment Funds in Canada
Institute of Canadian Bankers 1994 — 2004
Trust and Custody Services Program, Specialist, Trust Institute (STI)
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Cambridge 1989 — 1990
Post Graduate Certificate in Education, Modern Languages
University of Central Lancashire 1984 — 1988
BA - 2.1 (Hons), French and Linguistics
CIBC Mellon April 2007 - Present
RBC Dexia Investor Services 2003 - 2007
RBC Global Services 1999 - 2003
Royal Trust 1996 - 1999
National Trust Company 1994 - 1996
National Trust Company 1991 - 1994
Skills
Pensions, Mutual Funds, Financial Services, Relationship Management, Securities
Education
Canadian Securities Institute 2010 — 2010
Investment Funds in Canada
Institute of Canadian Bankers 1994 — 2004
Trust and Custody Services Program, Specialist, Trust Institute (STI)
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Cambridge 1989 — 1990
Post Graduate Certificate in Education, Modern Languages
University of Central Lancashire 1984 — 1988
BA - 2.1 (Hons), French and Linguistics
Patricia (Lawson) Creppin Patricia (Lawson) Creppin's Royal Trust Experience January 1985 - June 1993
Job Independent Consultant Isagenix Solutions to Transform your Health ChangingLivesDaily.ca
Industry Health, Wellness and Fitness
Experience
Isagenix April 2010 - Present
Keller Williams VIP Realty, Brokerage July 1995 - August 2014
Royal Trust January 1985 - June 1993
Skills
Customer Service, Team Building, Sales, Strategic Planning, Coaching, Marketing, Small Business
Education
Algonquin College of Applied Arts and Technology
Isagenix April 2010 - Present
Keller Williams VIP Realty, Brokerage July 1995 - August 2014
Royal Trust January 1985 - June 1993
Skills
Customer Service, Team Building, Sales, Strategic Planning, Coaching, Marketing, Small Business
Education
Algonquin College of Applied Arts and Technology
Pierre Pelletier Pierre Pelletier's Royal Trust Experience September 1985 - October 1991
Job Sr. Consultant Managed Services Engineering / Conseiller Ingénierie Princ. des Services Gérés at Bell
Industry Information Technology and Services
Experience
Bell March 2013 - Present
Cofomo November 2012 - March 2013
Self Employed November 2011 - November 2012
AXA Tech Services Canada July 1997 - October 2011
Cogeco 1991 - 1996
Royal Trust September 1985 - October 1991
Skills
Network Architecture, Cabling, Telecommunications, Troubleshooting, Cisco Technologies, WAN, TCP/IP, Windows, Firewalls, Network Load Balancing, Cisco Routers, Switches, IP, VoIP, Routers, MPLS, Networking, Ethernet, Network Design, Telephony, Managed Services, Routing, Frame Relay, ASA, EIGRP, Software Installation, VPN, Data Center, LAN-WAN, Network Engineering, Checkpoint, Wireless Networking, Security, CCNA
Education
Concordia University 1980 — 1984
B.Eng, Electronics
Champlain CEGEP
Bell March 2013 - Present
Cofomo November 2012 - March 2013
Self Employed November 2011 - November 2012
AXA Tech Services Canada July 1997 - October 2011
Cogeco 1991 - 1996
Royal Trust September 1985 - October 1991
Skills
Network Architecture, Cabling, Telecommunications, Troubleshooting, Cisco Technologies, WAN, TCP/IP, Windows, Firewalls, Network Load Balancing, Cisco Routers, Switches, IP, VoIP, Routers, MPLS, Networking, Ethernet, Network Design, Telephony, Managed Services, Routing, Frame Relay, ASA, EIGRP, Software Installation, VPN, Data Center, LAN-WAN, Network Engineering, Checkpoint, Wireless Networking, Security, CCNA
Education
Concordia University 1980 — 1984
B.Eng, Electronics
Champlain CEGEP
Dawn Morewood Dawn Morewood's Royal Trust Experience September 1988 - September 2000
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities September 2002 - Present
Royal Trust September 1988 - September 2000
Skills
Family Wealth Planning, Retirement Planning, Investment Management, Wealth Management, High Net Worth..., Investment Strategies, Investment Advisory, Mutual Funds, Investments, Portfolio Management, Wealth, Estate Planning, Asset Managment, Strategic Financial..., Retirement, Private Banking, ETFs, Asset Allocation, Wealth Management..., Trusts, Alternative Investments, Relationship Management, Financial Planners, Mortgage Lending, Financial Advisory, Fixed Income, Tax, Wealth Accumulation, Capital Markets, Financial Services
Education
Université du Québec à Montréal / UQAM 2000 — 2002
MBA, Financial Srevices
Hillcrest High School 1976 — 1980
RBC Dominion Securities September 2002 - Present
Royal Trust September 1988 - September 2000
Skills
Family Wealth Planning, Retirement Planning, Investment Management, Wealth Management, High Net Worth..., Investment Strategies, Investment Advisory, Mutual Funds, Investments, Portfolio Management, Wealth, Estate Planning, Asset Managment, Strategic Financial..., Retirement, Private Banking, ETFs, Asset Allocation, Wealth Management..., Trusts, Alternative Investments, Relationship Management, Financial Planners, Mortgage Lending, Financial Advisory, Fixed Income, Tax, Wealth Accumulation, Capital Markets, Financial Services
Education
Université du Québec à Montréal / UQAM 2000 — 2002
MBA, Financial Srevices
Hillcrest High School 1976 — 1980
Brenda Dayton's Royal Trust Experience 1990 - 1994
Job Principal, BDC Consulting Inc.
Industry Mining & Metals
Experience
Sunward Resources Limited October 2011 - April 2013
Ivanhoe Mines November 2009 - September 2011
Canadian Nexus Ventures April 2008 - February 2009
Jardine Insurance January 1996 - December 2002
Royal Trust 1990 - 1994
Skills
Mining, Gold, Investor Relations, Leadership, Mineral Exploration, Minerals, Geological Mapping, Sampling, Business Development, Geology, Structural Geology, Strategy, Corporate Governance, IPO, Earth Science, Logging, Exploration Management, Base Metals, Drilling, Field Mapping, Copper, Uranium, Mineralogy, Strategic Planning, Mergers & Acquisitions, Business Strategy, Due Diligence, Management, Negotiation, Corporate Finance, Investments, Private Equity, Finance, New Business Development
Education
The University of Calgary 1985 — 1990
Bachelor of Arts, Economics & Pre-law
Nanaimo District Senior Secondary 1983 — 1985
Sunward Resources Limited October 2011 - April 2013
Ivanhoe Mines November 2009 - September 2011
Canadian Nexus Ventures April 2008 - February 2009
Jardine Insurance January 1996 - December 2002
Royal Trust 1990 - 1994
Skills
Mining, Gold, Investor Relations, Leadership, Mineral Exploration, Minerals, Geological Mapping, Sampling, Business Development, Geology, Structural Geology, Strategy, Corporate Governance, IPO, Earth Science, Logging, Exploration Management, Base Metals, Drilling, Field Mapping, Copper, Uranium, Mineralogy, Strategic Planning, Mergers & Acquisitions, Business Strategy, Due Diligence, Management, Negotiation, Corporate Finance, Investments, Private Equity, Finance, New Business Development
Education
The University of Calgary 1985 — 1990
Bachelor of Arts, Economics & Pre-law
Nanaimo District Senior Secondary 1983 — 1985
Normand Briere Normand Briere's Royal Trust Experience February 1980 - December 1985
Job Commercial Real Estate Consultant chez Auray Capital International
Industry Commercial Real Estate
Experience
Auray Capital International April 2015 - Present
Centria Commerce inc May 2014 - Present
Hydro-Quebec Pension Plan February 1993 - Present
Desjardins Asset Management September 2002 - February 2014
RBC December 1989 - September 2002
Caisse de dépôt et placement du Québec (CDPQ) February 1985 - December 1989
Royal Trust February 1980 - December 1985
Skills
Finance, Dispositions, Contract Negotiation
Education
UQAM
Bachelor of Business Administration (BBA), Real Estate Appraisal
Auray Capital International April 2015 - Present
Centria Commerce inc May 2014 - Present
Hydro-Quebec Pension Plan February 1993 - Present
Desjardins Asset Management September 2002 - February 2014
RBC December 1989 - September 2002
Caisse de dépôt et placement du Québec (CDPQ) February 1985 - December 1989
Royal Trust February 1980 - December 1985
Skills
Finance, Dispositions, Contract Negotiation
Education
UQAM
Bachelor of Business Administration (BBA), Real Estate Appraisal
Karen Kedrosky Karen Kedrosky's Royal Trust Experience 1996 - 1997
Job Business Development Coordinator at Carleton University, Coop and Career Services
Industry Higher Education
Experience
Carleton University, Co-op and Career Services September 2014 - Present
Carleton University, Co-op and Career Services 2009 - Present
Royal Bank Financial Group January 1998 - September 1999
Royal Trust 1996 - 1997
Royal Trust 1994 - 1997
Chubb Insurance Company of Canada 1986 - 1991
Skills
Resume Writing, Job Search Strategies, Career Development, Recruiting, Career Counseling, Higher Education, Student Recruiting, Program Management, Workshop Facilitation, Interview Preparation
Education
Queen's University 1982 — 1986
B. Comm, Finance & Marketing
St. Joseph's High School, Renfrew
Carleton University, Co-op and Career Services September 2014 - Present
Carleton University, Co-op and Career Services 2009 - Present
Royal Bank Financial Group January 1998 - September 1999
Royal Trust 1996 - 1997
Royal Trust 1994 - 1997
Chubb Insurance Company of Canada 1986 - 1991
Skills
Resume Writing, Job Search Strategies, Career Development, Recruiting, Career Counseling, Higher Education, Student Recruiting, Program Management, Workshop Facilitation, Interview Preparation
Education
Queen's University 1982 — 1986
B. Comm, Finance & Marketing
St. Joseph's High School, Renfrew
Laila Rylandsholm's Royal Trust Experience 1987 - 1990
Job Owner, Roger Gurr & Associates
Industry Human Resources
Experience
Roger Gurr & Associates December 1994 - Present
Royal Trust 1987 - 1990
Royal Trust 1980 - 1987
Skills
Entrepreneurship
Education
University of Guelph 1975 — 1979
BASc, Consumer Studies - Foods
Centennial Senior Secondary 1973 — 1975
Dr Charles Best Jr. Secondary 1970 — 1973
Roger Gurr & Associates December 1994 - Present
Royal Trust 1987 - 1990
Royal Trust 1980 - 1987
Skills
Entrepreneurship
Education
University of Guelph 1975 — 1979
BASc, Consumer Studies - Foods
Centennial Senior Secondary 1973 — 1975
Dr Charles Best Jr. Secondary 1970 — 1973
Dan Yauck's Royal Trust Experience 1989 - 1995
Job Vice President, Portfolio Manager at Connor, Clark & Lunn Private Capital
Industry Investment Management
Experience
Connor, Clark & Lunn Private Capital 2005 - Present
MD Private Investment Management 1999 - 2005
PJ Doherty & Associates 1998 - 1999
CIBC Trust 1995 - 1998
Royal Trust 1989 - 1995
Skills
Investment Management, Portfolio Management, Wealth Management, Asset Managment, Investment Policy, Investment Strategies, Risk Management, Alternative Investments, Infrastructure Private..., Real Estate Private..., High Yield Bonds, Foundations, Investments, Asset Management, Wealth Management..., Financial Advisory
Education
McGill University 1981 — 1987
BA, Economics, Finance
CFA Institute
CFA
Connor, Clark & Lunn Private Capital 2005 - Present
MD Private Investment Management 1999 - 2005
PJ Doherty & Associates 1998 - 1999
CIBC Trust 1995 - 1998
Royal Trust 1989 - 1995
Skills
Investment Management, Portfolio Management, Wealth Management, Asset Managment, Investment Policy, Investment Strategies, Risk Management, Alternative Investments, Infrastructure Private..., Real Estate Private..., High Yield Bonds, Foundations, Investments, Asset Management, Wealth Management..., Financial Advisory
Education
McGill University 1981 — 1987
BA, Economics, Finance
CFA Institute
CFA
Gale Tracey AMP Gale Tracey AMP's Royal Trust Experience May 1995 - September 1999
Job Mortgage Planner at Universal Mortgage Architects
Industry Financial Services
Experience
Mortgage Architects April 2008 - Present
Mortgage Intelligence August 2001 - April 2008
Royal Bank of Canada September 1999 - June 2000
Royal Trust May 1995 - September 1999
Royal Trust May 1989 - November 1993
Royal Trust May 1986 - October 1989
Continental Bank of Canada May 1976 - May 1986
Skills
Residential Mortgages, Mortgage Lending, Refinance, First Time Home Buyers, Loans, Credit, Debt Consolidation, Second Mortgages, Credit Counseling, Financial Planning..., Referrals, Investment Property..., Property Marketing..., Peer Mentoring, CHIP Financing Options, Construction Financing, Construction, Mortgage Marketing, Investors, Construction Loans, Commercial Mortgages, Reverse Mortgages, Home Equity Lines of..., Home Equity
Education
Sauder School of Business (UBC) 2000 — 2001
Sub Mortgage Broker in BC, Mortgage Brokerage In BC
The Canadian Institute of Financial Planning 1995 — 1996
Financial Planning and Services
The Investment Funds Institute of Canada 1990 — 1990
The Canadian Investment Funds Course, Mutual Funds License
British Columbia Institute of Technology
Accounting, Travel & Tourism
Mortgage Architects April 2008 - Present
Mortgage Intelligence August 2001 - April 2008
Royal Bank of Canada September 1999 - June 2000
Royal Trust May 1995 - September 1999
Royal Trust May 1989 - November 1993
Royal Trust May 1986 - October 1989
Continental Bank of Canada May 1976 - May 1986
Skills
Residential Mortgages, Mortgage Lending, Refinance, First Time Home Buyers, Loans, Credit, Debt Consolidation, Second Mortgages, Credit Counseling, Financial Planning..., Referrals, Investment Property..., Property Marketing..., Peer Mentoring, CHIP Financing Options, Construction Financing, Construction, Mortgage Marketing, Investors, Construction Loans, Commercial Mortgages, Reverse Mortgages, Home Equity Lines of..., Home Equity
Education
Sauder School of Business (UBC) 2000 — 2001
Sub Mortgage Broker in BC, Mortgage Brokerage In BC
The Canadian Institute of Financial Planning 1995 — 1996
Financial Planning and Services
The Investment Funds Institute of Canada 1990 — 1990
The Canadian Investment Funds Course, Mutual Funds License
British Columbia Institute of Technology
Accounting, Travel & Tourism
Edwin Korschewitz Edwin Korschewitz's Royal Trust Experience 1987 - 1990
Job Gift Card and Loyalty Program Developer
Industry Media Production
Experience
ALKO September 1990 - Present
Royal Trust 1987 - 1990
Skills
Digital Printing, Marketing Strategy, Advertising, Marketing, Strategic Planning, New Business Development, Business Development, Product Development, Business Strategy, Direct Marketing, Social Media, Direct Sales, Account Management, Online Advertising, Web Design, Email Marketing, Social Media Marketing
Education
University of Michigan 1985 — 1987
Undergrad, Economics
ALKO September 1990 - Present
Royal Trust 1987 - 1990
Skills
Digital Printing, Marketing Strategy, Advertising, Marketing, Strategic Planning, New Business Development, Business Development, Product Development, Business Strategy, Direct Marketing, Social Media, Direct Sales, Account Management, Online Advertising, Web Design, Email Marketing, Social Media Marketing
Education
University of Michigan 1985 — 1987
Undergrad, Economics
Pamela Skinner Pamela Skinner's Royal Trust Experience 1978 - 1992
Job Vice President, Public Practice Regulation at Chartered Professional Accountants of British Columbia
Industry Nonprofit Organization Management
Experience
Chartered Professional Accountants of British Columbia June 2015 - Present
Certified General Accountants Association of British Columbia October 2007 - June 2015
HSBC Bank Canada April 2001 - October 2007
Royal Trust 1978 - 1992
Education
Durban Girls College
University of Natal
B.Sc., Economics, Psychology
Chartered Professional Accountants of British Columbia June 2015 - Present
Certified General Accountants Association of British Columbia October 2007 - June 2015
HSBC Bank Canada April 2001 - October 2007
Royal Trust 1978 - 1992
Education
Durban Girls College
University of Natal
B.Sc., Economics, Psychology
Sheldon Reiffenstein Sheldon Reiffenstein's Royal Trust Experience January 1985 - April 1989
Job Client Services Director at Maga Design
Industry Marketing and Advertising
Experience
"Exceeding Expectations Through Unlimited Thinking" March 2009 - August 2010
MAYA Advertising and Communications February 2006 - February 2009
Taproot Foundation 2008 - 2009
On Track September 1993 - December 2002
Prenor Trust May 1989 - May 1993
Royal Trust January 1985 - April 1989
Skills
Internal Communications, Strategic Communications, Business Development, Strategy, CRM, Marketing Communications, Marketing, Team Management, Product Development, Leadership, Integrated Marketing, Management, Advertising, Public Relations, Digital Media, Brand Management
Education
University of Calgary 1971 — 1977
BA, Political Science
"Exceeding Expectations Through Unlimited Thinking" March 2009 - August 2010
MAYA Advertising and Communications February 2006 - February 2009
Taproot Foundation 2008 - 2009
On Track September 1993 - December 2002
Prenor Trust May 1989 - May 1993
Royal Trust January 1985 - April 1989
Skills
Internal Communications, Strategic Communications, Business Development, Strategy, CRM, Marketing Communications, Marketing, Team Management, Product Development, Leadership, Integrated Marketing, Management, Advertising, Public Relations, Digital Media, Brand Management
Education
University of Calgary 1971 — 1977
BA, Political Science
Mitch Moldofsky Mitch Moldofsky's Royal Trust Experience May 1986 - December 1994
Job eLearning Design & Content
Industry E-Learning
Experience
eLearning Design & Content May 2012 - Present
eLearning Design & Content 2006 - Present
Infinite Media 2009 - 2010
Redwood e-Learning Systems 2008 - 2009
Omega Performance 1997 - 2007
Provinent 2006 - 2006
Shaw Street Productions 2004 - 2006
RBC January 1995 - December 1996
Royal Trust May 1986 - December 1994
Skills
E-learning, Software Training, Editing, Video, Courses, Hands-on Training, Instructor-led Training, ADDIE, E-Learning, Instructional Design, Learning Management, Blended Learning, Workshop Facilitation, Screenwriting, Directing, Creative Writing, Training, Educational Technology, Curriculum Design, Captivate, Needs Analysis, Content Development, Multimedia
Education
University of Toronto 2009 — 2012
Bachelor of Science (B.Sc.), Cognitive Science, Psychology, A
Sheridan College 1985 — 1986
Cert. Courseware Design, Interactive Instruction, A+ High Honours
Banff School of Fine Art 1980 — 1980
Summer course, Creative Writing
Rhode Island School of Design 1978 — 1978
Bach. Design, Illustration, A
Nova Scotia College of Art and Design 1975 — 1977
Bach. Design, Visual communication, A
York University 1974 — 1975
Gen Fine Arts, Visual art
eLearning Design & Content May 2012 - Present
eLearning Design & Content 2006 - Present
Infinite Media 2009 - 2010
Redwood e-Learning Systems 2008 - 2009
Omega Performance 1997 - 2007
Provinent 2006 - 2006
Shaw Street Productions 2004 - 2006
RBC January 1995 - December 1996
Royal Trust May 1986 - December 1994
Skills
E-learning, Software Training, Editing, Video, Courses, Hands-on Training, Instructor-led Training, ADDIE, E-Learning, Instructional Design, Learning Management, Blended Learning, Workshop Facilitation, Screenwriting, Directing, Creative Writing, Training, Educational Technology, Curriculum Design, Captivate, Needs Analysis, Content Development, Multimedia
Education
University of Toronto 2009 — 2012
Bachelor of Science (B.Sc.), Cognitive Science, Psychology, A
Sheridan College 1985 — 1986
Cert. Courseware Design, Interactive Instruction, A+ High Honours
Banff School of Fine Art 1980 — 1980
Summer course, Creative Writing
Rhode Island School of Design 1978 — 1978
Bach. Design, Illustration, A
Nova Scotia College of Art and Design 1975 — 1977
Bach. Design, Visual communication, A
York University 1974 — 1975
Gen Fine Arts, Visual art
Michael Gosselin Michael Gosselin's Royal Trust Experience 1978 - 1981
Job Managing Director, Head of Energy & Natural Resources Coverage Canada BNP Paribas
Industry Investment Banking
Experience
BNP Paribas 2000 - Present
Banque Paribas 1990 - 2000
Bank of Montreal 1982 - 1990
Royal Trust 1978 - 1981
Skills
Portfolio Management, Investments, Finance, Structured Finance, Bonds, Interest Rate..., Insurance, Management, Capital Markets, Corporate Finance, Derivatives, Valuation, Emerging Markets
Education
Concordia University 1981 — 1982
MBA
McGill University 1975 — 1978
B Comm
BNP Paribas 2000 - Present
Banque Paribas 1990 - 2000
Bank of Montreal 1982 - 1990
Royal Trust 1978 - 1981
Skills
Portfolio Management, Investments, Finance, Structured Finance, Bonds, Interest Rate..., Insurance, Management, Capital Markets, Corporate Finance, Derivatives, Valuation, Emerging Markets
Education
Concordia University 1981 — 1982
MBA
McGill University 1975 — 1978
B Comm
Carmen Goulet,D.C. Carmen Goulet,D.C.'s Royal Trust Experience 1980 - 1984
Job Owner, Arlington Heights Chiropractic
Industry Hospital & Health Care
Experience
Self-employed June 1988 - Present
Royal Trust 1980 - 1984
Skills
Healthcare, Wellness, Rehabilitation, Nutrition, Pain Management, Sports Injuries, Treatment, Nutritional Counseling, Physical Therapy, Musculoskeletal, Chiropractic, Fitness
Education
Palmer College of Chiropractic
Doctor of chiropractic
Self-employed June 1988 - Present
Royal Trust 1980 - 1984
Skills
Healthcare, Wellness, Rehabilitation, Nutrition, Pain Management, Sports Injuries, Treatment, Nutritional Counseling, Physical Therapy, Musculoskeletal, Chiropractic, Fitness
Education
Palmer College of Chiropractic
Doctor of chiropractic
Peter Franklin Peter Franklin's Royal Trust Experience January 1988 - August 1990
Job Director, Enterprise Project Management Office at CIBC
Industry Consumer Goods
Experience
Unilever January 2007 - October 2014
Unilever December 1998 - December 2006
Unilever July 1995 - November 1998
Unilever August 1990 - July 1995
Royal Trust January 1988 - August 1990
Skills
Project Portfolio..., Cross-functional Team..., IT Strategy, Project Management, Change Management, Stakeholder Management, Business Analysis, Strategy, Governance, FMCG, Process Improvement, Leadership, Ice Hockey, ITIL, PMO, Business Process..., Program Management, CA Clarity, Microsoft Project, Microsoft Excel, PowerPoint, Chatter, SharePoint, SAP Implementation, Project, Project Planning, Consumer Products, Management
Education
Wilfrid Laurier University 1997 — 2000
MBA
Seneca College of Applied Arts and Technology 1984 — 1987
Computer Programming and Analysis
Francis Libermann
Unilever January 2007 - October 2014
Unilever December 1998 - December 2006
Unilever July 1995 - November 1998
Unilever August 1990 - July 1995
Royal Trust January 1988 - August 1990
Skills
Project Portfolio..., Cross-functional Team..., IT Strategy, Project Management, Change Management, Stakeholder Management, Business Analysis, Strategy, Governance, FMCG, Process Improvement, Leadership, Ice Hockey, ITIL, PMO, Business Process..., Program Management, CA Clarity, Microsoft Project, Microsoft Excel, PowerPoint, Chatter, SharePoint, SAP Implementation, Project, Project Planning, Consumer Products, Management
Education
Wilfrid Laurier University 1997 — 2000
MBA
Seneca College of Applied Arts and Technology 1984 — 1987
Computer Programming and Analysis
Francis Libermann
Greg Kennedy, TEP Greg Kennedy, TEP's Royal Trust Experience 1990 - 1996
Job Enterprise Succession Planning Group, Meridian Credit Union
Industry Financial Services
Experience
Meridian Credit Union - Credential Asset Management July 2007 - Present
Gordon B. Lang & Associates Actuaries and Financial Consultants January 2005 - July 2007
HSBC Trust Company Canada May 2003 - January 2005
BMO Harris Private Banking November 1996 - May 2003
Royal Trust 1990 - 1996
Yorkshire Trust 1984 - 1990
CIBC 1978 - 1984
Skills
Private Wealth..., Executor and Trustee..., Estate Planning, Retirement Planning, corporate trustee and..., Individual Pension..., Wealth Management..., Retirement Compensation..., Health and Welfare..., Succession Planning, Wealth Management, Retirement, Small Business, Trusts, Wealth, Estate Tax Planning, Strategic Financial..., Financial Advisory, Investment Management, Asset Allocation, Investments, Portfolio Management, Personal Financial..., High Net Worth..., Personal Finance, Mutual Funds, Investment Strategies, Investment Advisory, Financial Planners, Banking, Employee Benefits, Pensions, Critical Illness, Certified Financial..., Tax, Wealth Accumulation, Fixed Annuities, Securities, Financial Services, Asset Management, Private Banking, Income Protection, Life Insurance, Disability Insurance, Alternative Investments, Insurance, Long-term Care, ETFs, Strategy, Bonds
Education
STEP Advanced Certificate in Family Enterprise Advising 2012 — 2012
Business Succession Planning
The University of British Columbia
Meridian Credit Union - Credential Asset Management July 2007 - Present
Gordon B. Lang & Associates Actuaries and Financial Consultants January 2005 - July 2007
HSBC Trust Company Canada May 2003 - January 2005
BMO Harris Private Banking November 1996 - May 2003
Royal Trust 1990 - 1996
Yorkshire Trust 1984 - 1990
CIBC 1978 - 1984
Skills
Private Wealth..., Executor and Trustee..., Estate Planning, Retirement Planning, corporate trustee and..., Individual Pension..., Wealth Management..., Retirement Compensation..., Health and Welfare..., Succession Planning, Wealth Management, Retirement, Small Business, Trusts, Wealth, Estate Tax Planning, Strategic Financial..., Financial Advisory, Investment Management, Asset Allocation, Investments, Portfolio Management, Personal Financial..., High Net Worth..., Personal Finance, Mutual Funds, Investment Strategies, Investment Advisory, Financial Planners, Banking, Employee Benefits, Pensions, Critical Illness, Certified Financial..., Tax, Wealth Accumulation, Fixed Annuities, Securities, Financial Services, Asset Management, Private Banking, Income Protection, Life Insurance, Disability Insurance, Alternative Investments, Insurance, Long-term Care, ETFs, Strategy, Bonds
Education
STEP Advanced Certificate in Family Enterprise Advising 2012 — 2012
Business Succession Planning
The University of British Columbia
Paul Basran Paul Basran's Royal Trust Experience January 1994 - January 1998
Job Senior Financial Planning Consultant at ScotiaMcleod
Industry Financial Services
Experience
ScotiaMcleod August 2012 - Present
Envision Financial December 2011 - August 2012
BMO Financial Group February 2011 - December 2011
MD Management May 2008 - January 2011
MD Management January 2008 - January 2011
MD Management January 1998 - January 2008
Royal Trust January 1994 - January 1998
Skills
CFA Level 3 Candidate, Retirement Planning, Financial Planning, Investments, CFP, CIM, FMA, FCSI, Wealth Management, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Financial Planners, High Net Worth..., Equities, Investment Management, Investment Strategies, Investment Advisory, Wealth, Financial Advisory, Asset Allocation, Finance, Wealth Management..., Securities, Bonds, Asset Management, Pensions
Education
The University of British Columbia 1978 — 1983
Bachelor of Commerce (BCom), Accounting and Computer Science
Institute of Canadian Bankers
The University of British Columbia
BComm, Accounting, Finance
The University of British Columbia
Level 3 Candidate
ScotiaMcleod August 2012 - Present
Envision Financial December 2011 - August 2012
BMO Financial Group February 2011 - December 2011
MD Management May 2008 - January 2011
MD Management January 2008 - January 2011
MD Management January 1998 - January 2008
Royal Trust January 1994 - January 1998
Skills
CFA Level 3 Candidate, Retirement Planning, Financial Planning, Investments, CFP, CIM, FMA, FCSI, Wealth Management, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Financial Planners, High Net Worth..., Equities, Investment Management, Investment Strategies, Investment Advisory, Wealth, Financial Advisory, Asset Allocation, Finance, Wealth Management..., Securities, Bonds, Asset Management, Pensions
Education
The University of British Columbia 1978 — 1983
Bachelor of Commerce (BCom), Accounting and Computer Science
Institute of Canadian Bankers
The University of British Columbia
BComm, Accounting, Finance
The University of British Columbia
Level 3 Candidate
Colleen Farrell's Royal Trust Experience 1987 - 1992
Job Experienced General Manager seeking new opportunity
Industry Leisure, Travel & Tourism
Experience
Golf Industry 2014 - Present
Summerlea Golf & Country Club February 2011 - January 2014
Golf Quebec January 2007 - January 2011
Royal Trust 1987 - 1992
Deloitte September 1981 - April 1987
Skills
Golf, Online Marketing, Tournaments, Marketing, Customer Service, Social Media Marketing, Sports, Event Management, Public Relations, Sales Management, Tourism, Microsoft Office, Budgets, Golf Course Management, Restaurants, Entrepreneurship, Event Planning, Business Planning, Strategic Planning, Food & Beverage, Social Networking
Education
Golf Management Institute of Canada 2004 — 2005
Graduate Diploma in Golf Operations Management
Concordia University 1981 — 1982
Graduate Diploma, Public Accountancy
Golf Industry 2014 - Present
Summerlea Golf & Country Club February 2011 - January 2014
Golf Quebec January 2007 - January 2011
Royal Trust 1987 - 1992
Deloitte September 1981 - April 1987
Skills
Golf, Online Marketing, Tournaments, Marketing, Customer Service, Social Media Marketing, Sports, Event Management, Public Relations, Sales Management, Tourism, Microsoft Office, Budgets, Golf Course Management, Restaurants, Entrepreneurship, Event Planning, Business Planning, Strategic Planning, Food & Beverage, Social Networking
Education
Golf Management Institute of Canada 2004 — 2005
Graduate Diploma in Golf Operations Management
Concordia University 1981 — 1982
Graduate Diploma, Public Accountancy
Vince Domenichini Vince Domenichini's Royal Trust Experience September 1980 - December 1982
Job Certified Financial Planner at Assured Financial Strategies
Industry Financial Services
Experience
Assured Financial Strategies September 1984 - Present
Vanguard Trust Company January 1983 - April 1984
Royal Trust September 1980 - December 1982
Skills
Retirement Planning, Financial Planning, Estate Planning, Insurance Planning, Financial Advice, Retirement Income..., Retirement, Wealth, Financial Advisory, Insurance, Investments, Strategic Financial..., Wealth Accumulation, Income Protection, Financial Planners, Fixed Annuities, Investment Advisory, Disability Insurance, Term Life Insurance, Brokers, Life Insurance, Long Term Care Insurance, Whole Life, Portfolio Management, Finance, Certified Financial..., Mutual Funds, Mortgage Lending, Pensions, Wealth Management, Financial Services, Investment Strategies, Wealth Management...
Education
York University 1982 — 1983
Micro/Macro Economics - Continuing Education
University of Toronto 1981 — 1982
Accounting - Continuing Education
Seneca College of Applied Arts and Technology 1978 — 1980
General Arts, Psychology Interest
Assured Financial Strategies September 1984 - Present
Vanguard Trust Company January 1983 - April 1984
Royal Trust September 1980 - December 1982
Skills
Retirement Planning, Financial Planning, Estate Planning, Insurance Planning, Financial Advice, Retirement Income..., Retirement, Wealth, Financial Advisory, Insurance, Investments, Strategic Financial..., Wealth Accumulation, Income Protection, Financial Planners, Fixed Annuities, Investment Advisory, Disability Insurance, Term Life Insurance, Brokers, Life Insurance, Long Term Care Insurance, Whole Life, Portfolio Management, Finance, Certified Financial..., Mutual Funds, Mortgage Lending, Pensions, Wealth Management, Financial Services, Investment Strategies, Wealth Management...
Education
York University 1982 — 1983
Micro/Macro Economics - Continuing Education
University of Toronto 1981 — 1982
Accounting - Continuing Education
Seneca College of Applied Arts and Technology 1978 — 1980
General Arts, Psychology Interest
Gurtina Besla Gurtina Besla's Royal Trust Experience May 2000 - September 2002
Job Assistant Professor of Astronomy, University of Arizona
Industry Research
Experience
Columbia University September 2011 - August 2014
Harvard University September 2005 - June 2011
Science Club for Girls September 2005 - April 2011
University of Toronto June 2002 - June 2005
Royal Trust May 2000 - September 2002
Skills
Astronomy, Physics, Astrophysics, LaTeX, IDL, Science, Research, Scientific Writing, Numerical Analysis, Simulations, Programming, Scientific Computing, Theory, Mathematical Modeling, Image Processing
Education
Harvard University
Ph.D., Astrophysics
University of Toronto
Bachelor's of Science, Astronomy & Physics
University of Toronto Schools 1994 — 2000
High school
Columbia University September 2011 - August 2014
Harvard University September 2005 - June 2011
Science Club for Girls September 2005 - April 2011
University of Toronto June 2002 - June 2005
Royal Trust May 2000 - September 2002
Skills
Astronomy, Physics, Astrophysics, LaTeX, IDL, Science, Research, Scientific Writing, Numerical Analysis, Simulations, Programming, Scientific Computing, Theory, Mathematical Modeling, Image Processing
Education
Harvard University
Ph.D., Astrophysics
University of Toronto
Bachelor's of Science, Astronomy & Physics
University of Toronto Schools 1994 — 2000
High school
John Wolfe CFP, CFA John Wolfe CFP, CFA's Royal Trust Experience 1994 - 1996
Job VP & Investment Counsellor at RBC Phillips, Hager & North Investment Counsel
Industry Investment Management
Experience
RBC Phillips, Hager & North Investment Counsel July 1998 - Present
RBC September 1996 - June 1998
Royal Trust 1994 - 1996
Skills
Investments, Asset Allocation, Wealth Management, Asset Management, Asset Managment, Investment Strategies, Retirement Planning, Investment Advisory, Investment Management, Finance, Alternative Investments, ETFs, Wealth Management..., Mutual Funds, Portfolio Management
Education
Saint Mary's University 1991 — 1993
MBA, Marketing & Finance
Dalhousie University 1987 — 1991
BComm, Finance
RBC Phillips, Hager & North Investment Counsel July 1998 - Present
RBC September 1996 - June 1998
Royal Trust 1994 - 1996
Skills
Investments, Asset Allocation, Wealth Management, Asset Management, Asset Managment, Investment Strategies, Retirement Planning, Investment Advisory, Investment Management, Finance, Alternative Investments, ETFs, Wealth Management..., Mutual Funds, Portfolio Management
Education
Saint Mary's University 1991 — 1993
MBA, Marketing & Finance
Dalhousie University 1987 — 1991
BComm, Finance
Cellie Gonsalves Cellie Gonsalves's Royal Trust Experience 1986 - 1994
Job President, Cyberflowers
Industry Retail
Experience
The Strategic Planning Group 1996 - 1998
HSBC Bank Canada 1994 - 1995
Royal Trust 1986 - 1994
Bank of Montreal 1977 - 1986
Colgate Palmolive Canada 1972 - 1977
Education
The University of Salford
B. Comm, Business
The Strategic Planning Group 1996 - 1998
HSBC Bank Canada 1994 - 1995
Royal Trust 1986 - 1994
Bank of Montreal 1977 - 1986
Colgate Palmolive Canada 1972 - 1977
Education
The University of Salford
B. Comm, Business
Stella Cellucci Stella Cellucci's Royal Trust Experience 1989 - 1993
Job Mortgage Agent at The Mortgage Centre iDirect
Industry Banking
Experience
The Mortgage Centre, iDirect March 2014 - Present
Investor's Group January 2013 - November 2013
The Mortgage Centre - Mortgage Loans Canada February 2011 - October 2011
RBC Royal Bank February 2009 - February 2011
The Equitable Trust Company January 2008 - February 2009
GE Money May 2005 - January 2008
Fidelity Investments 1993 - 1996
Royal Trust 1989 - 1993
Skills
Debt Consolidation, Refinance, Mortgage Lending, Loans, Banking, Credit, Certified Mortgage..., Residential Mortgages, Finance, Leadership, Mortgage Underwriting, Construction Loans, Home Equity Lines of..., Mortgage Banking, Commercial Mortgages, Lines Of Credit, Reverse Mortgages, Loan Origination, Mortgage Marketing, Credit Analysis, Rates, Real Estate Financing, Consumer Lending, Mortgage Servicing, Second Mortgages, Commercial Lending, Home Equity Loans, First Time Home Buyers, Interest Rates
Education
Canisius College 2012 — 2012
Masters in Science of Education, Education
University of Toronto 1982 — 1986
BA (Hons), French Language and Literature; Italian
The Mortgage Centre, iDirect March 2014 - Present
Investor's Group January 2013 - November 2013
The Mortgage Centre - Mortgage Loans Canada February 2011 - October 2011
RBC Royal Bank February 2009 - February 2011
The Equitable Trust Company January 2008 - February 2009
GE Money May 2005 - January 2008
Fidelity Investments 1993 - 1996
Royal Trust 1989 - 1993
Skills
Debt Consolidation, Refinance, Mortgage Lending, Loans, Banking, Credit, Certified Mortgage..., Residential Mortgages, Finance, Leadership, Mortgage Underwriting, Construction Loans, Home Equity Lines of..., Mortgage Banking, Commercial Mortgages, Lines Of Credit, Reverse Mortgages, Loan Origination, Mortgage Marketing, Credit Analysis, Rates, Real Estate Financing, Consumer Lending, Mortgage Servicing, Second Mortgages, Commercial Lending, Home Equity Loans, First Time Home Buyers, Interest Rates
Education
Canisius College 2012 — 2012
Masters in Science of Education, Education
University of Toronto 1982 — 1986
BA (Hons), French Language and Literature; Italian
Mark Gallien, CFA, CFP Mark Gallien, CFA, CFP's Royal Trust Experience 1990 - 1993
Job Vice President at Burgundy Asset Management
Industry Investment Management
Experience
Burgundy Asset Management Ltd. May 2002 - Present
KPMG Investment Advisors Inc. January 1999 - December 2001
CIBC Financial Planning Inc. 1993 - 1998
Royal Trust 1990 - 1993
Skills
Investment Management, Personal Financial..., Alternative Investments, Equities, Asset Management, Asset Allocation, Investments, Investment Strategies, Wealth Management, Mutual Funds, Portfolio Management
Education
CFA Institute 1995 — 1997
CFA, Portfolio Management, Investment Analysis
Financial Planners Standards Council 1998 — 1999
CFP, Financial Planning
Canadian Securities Institute 1992 — 1994
CIM, Investment Analysis
Algonquin College of Applied Arts and Technology 1987 — 1990
Business, Finance
Burgundy Asset Management Ltd. May 2002 - Present
KPMG Investment Advisors Inc. January 1999 - December 2001
CIBC Financial Planning Inc. 1993 - 1998
Royal Trust 1990 - 1993
Skills
Investment Management, Personal Financial..., Alternative Investments, Equities, Asset Management, Asset Allocation, Investments, Investment Strategies, Wealth Management, Mutual Funds, Portfolio Management
Education
CFA Institute 1995 — 1997
CFA, Portfolio Management, Investment Analysis
Financial Planners Standards Council 1998 — 1999
CFP, Financial Planning
Canadian Securities Institute 1992 — 1994
CIM, Investment Analysis
Algonquin College of Applied Arts and Technology 1987 — 1990
Business, Finance
Jo-Anne Pietrantonio Jo-Anne Pietrantonio's Royal Trust Experience 1983 - 1985
Job Mortgage Agent at Mortgage Intelligence
Industry Financial Services
Experience
Mortgage Intelligence February 2007 - Present
Sears Canada September 2002 - February 2007
R. Moroz Ltd 1993 - 1995
Sameday Right-O-Way 1989 - 1993
Cottrell Air Freight 1985 - 1989
Royal Trust 1983 - 1985
Canada Trust 1980 - 1983
Skills
Mortgage, First Time Buyers, Credit, Residential Mortgages, Mortgage Industry, Refinance, Mortgage Lending, Home Equity Lines of..., First Time Home Buyers, Purchase, Debt Consolidation, Renewals, Mortgage Planning
Education
Mohawk College 1978 — 1980
General Business, Business, Marketing, Fashion Design
Seneca College of Applied Arts and Technology
CIMBL Mortgage Finance
Sheridan College
Psychology
Mortgage Intelligence February 2007 - Present
Sears Canada September 2002 - February 2007
R. Moroz Ltd 1993 - 1995
Sameday Right-O-Way 1989 - 1993
Cottrell Air Freight 1985 - 1989
Royal Trust 1983 - 1985
Canada Trust 1980 - 1983
Skills
Mortgage, First Time Buyers, Credit, Residential Mortgages, Mortgage Industry, Refinance, Mortgage Lending, Home Equity Lines of..., First Time Home Buyers, Purchase, Debt Consolidation, Renewals, Mortgage Planning
Education
Mohawk College 1978 — 1980
General Business, Business, Marketing, Fashion Design
Seneca College of Applied Arts and Technology
CIMBL Mortgage Finance
Sheridan College
Psychology
Sylvia Kast Sylvia Kast's Royal Trust Experience October 1988 - January 1992
Job administrator at University of Southern California
Industry Higher Education
Experience
University of Southern California September 2003 - Present
Royal Trust October 1988 - January 1992
ING January 1986 - September 1988
Merrill Lynch January 1983 - December 1985
Nomura July 1979 - December 1982
Stichtse Glashandel July 1976 - July 1978
Skills
Office Management, Research, Creative Writing, Event Planning, Lifesciences, Fundraising, Editing, Teaching, Public Speaking, Administrative..., Strategic Planning, Coaching, Research Administration, Microsoft Excel, Travel Arrangements, Public Relations, Office Administration, Social Media Marketing, English, Outlook, Administration
Education
Schoevers College 1978 — 1979
Executive Secretary
De Inktvis Highschool 1970 — 1976
Highschool
University of Southern California September 2003 - Present
Royal Trust October 1988 - January 1992
ING January 1986 - September 1988
Merrill Lynch January 1983 - December 1985
Nomura July 1979 - December 1982
Stichtse Glashandel July 1976 - July 1978
Skills
Office Management, Research, Creative Writing, Event Planning, Lifesciences, Fundraising, Editing, Teaching, Public Speaking, Administrative..., Strategic Planning, Coaching, Research Administration, Microsoft Excel, Travel Arrangements, Public Relations, Office Administration, Social Media Marketing, English, Outlook, Administration
Education
Schoevers College 1978 — 1979
Executive Secretary
De Inktvis Highschool 1970 — 1976
Highschool
Scott McOuat Scott McOuat's Royal Trust Experience 1983 - 1986
Job Investment Management Professional
Industry Investment Management
Experience
Fiera Capital - Institutional Asset Management 1990 - 2006
Fiera YMG Capital 1990 - 2006
Fiera YMG Capital 1990 - 2006
Fiera YMG Capital 1990 - 2006
JP Morgan Securities Canada 1986 - 1990
Royal Trust 1983 - 1986
Skills
Investment Strategies, Fixed Income, Structured Finance, Asset Managment, Capital Markets, Investments, Trading, Treasury, Bloomberg, Equities, Bonds, Hedge Funds, Investment Management, Currency, Derivatives, Asset Management, Portfolio Management
Education
Queen's University 1980 — 1982
MBA, Finance, Accounting
York University 1976 — 1980
BA(Hons), Economics
Applewood Heights Secondary School 1972 — 1976
Fiera Capital - Institutional Asset Management 1990 - 2006
Fiera YMG Capital 1990 - 2006
Fiera YMG Capital 1990 - 2006
Fiera YMG Capital 1990 - 2006
JP Morgan Securities Canada 1986 - 1990
Royal Trust 1983 - 1986
Skills
Investment Strategies, Fixed Income, Structured Finance, Asset Managment, Capital Markets, Investments, Trading, Treasury, Bloomberg, Equities, Bonds, Hedge Funds, Investment Management, Currency, Derivatives, Asset Management, Portfolio Management
Education
Queen's University 1980 — 1982
MBA, Finance, Accounting
York University 1976 — 1980
BA(Hons), Economics
Applewood Heights Secondary School 1972 — 1976
Daniel F Stronach's Royal Trust Experience 1987 - 1993
Job President at Stronach Financial Group Inc.
Industry Financial Services
Experience
Stronach Financial Group Inc. 1993 - Present
Royal Trust 1987 - 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Wealth Management
Education
McMaster University
B.A., Economics
Stronach Financial Group Inc. 1993 - Present
Royal Trust 1987 - 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Wealth Management
Education
McMaster University
B.A., Economics
Carl Solari Carl Solari's Royal Trust Experience January 1990 - June 1997
Job Training Manager Retail Investments at BMO at Bank of Montreal
Industry Banking
Experience
Bank of Montreal November 2006 - Present
Bank of Montreal August 2004 - November 2006
RBC January 2001 - August 2004
RBC June 1997 - January 2002
Royal Trust January 1990 - June 1997
Education
Concordia University 1996 — 2009
IQPF, Financial Planning
Canadian Securities Course 1987 — 1988
Concordia University 1983 — 1987
BA, Economics
Bank of Montreal November 2006 - Present
Bank of Montreal August 2004 - November 2006
RBC January 2001 - August 2004
RBC June 1997 - January 2002
Royal Trust January 1990 - June 1997
Education
Concordia University 1996 — 2009
IQPF, Financial Planning
Canadian Securities Course 1987 — 1988
Concordia University 1983 — 1987
BA, Economics
Gianna Caltagirone Gianna Caltagirone's Royal Trust Experience June 1994 - November 2000
Job Représentante en placement chez BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns April 2011 - Present
Perigee Investment Counsel Inc. November 2000 - April 2011
Royal Trust June 1994 - November 2000
Skills
Wealth Management, Investments, Equities, Mutual Funds, Retirement Planning, Portfolio Management, Fixed Income, Strategic Financial..., Asset Management, Financial Analysis, Capital Markets, Sales, Customer Service, Service client
Education
CSI
Université de Montréal
Université de Montréal / University of Montreal
BMO Nesbitt Burns April 2011 - Present
Perigee Investment Counsel Inc. November 2000 - April 2011
Royal Trust June 1994 - November 2000
Skills
Wealth Management, Investments, Equities, Mutual Funds, Retirement Planning, Portfolio Management, Fixed Income, Strategic Financial..., Asset Management, Financial Analysis, Capital Markets, Sales, Customer Service, Service client
Education
CSI
Université de Montréal
Université de Montréal / University of Montreal
Janet McKeage Janet McKeage's Royal Trust Experience 1991 - 1998
Job Vice President & Investment Counsellor at RBC Phillips, Hager & North Investment Counsel
Industry Investment Management
Experience
RBC Phillips, Hager & North Investment Counsel March 2001 - Present
RBC Wealth Management 1998 - March 2001
Royal Trust 1991 - 1998
Skills
Chartered Financial..., Portfolio Management, Investments, Investment Advisory, Wealth Management, Investment Management, Wealth Management..., High Net Worth..., Investment Strategies, Retirement Planning, Asset Management, Relationship Management, Financial Planning, Banking, Equities, Mutual Funds, Wealth, Asset Allocation, ETFs
Education
University of Ottawa 1988 — 1994
BMUS, Vocal Performance
RBC Phillips, Hager & North Investment Counsel March 2001 - Present
RBC Wealth Management 1998 - March 2001
Royal Trust 1991 - 1998
Skills
Chartered Financial..., Portfolio Management, Investments, Investment Advisory, Wealth Management, Investment Management, Wealth Management..., High Net Worth..., Investment Strategies, Retirement Planning, Asset Management, Relationship Management, Financial Planning, Banking, Equities, Mutual Funds, Wealth, Asset Allocation, ETFs
Education
University of Ottawa 1988 — 1994
BMUS, Vocal Performance
Claudio Gagliardi, CFA Claudio Gagliardi, CFA's Royal Trust Experience March 1995 - April 1998
Job Senior Vice President, Investment Counsellor at Fiera Capital Private Wealth
Industry Financial Services
Experience
Fiera Capital Private Wealth June 2011 - Present
TE Investment Counsel October 2008 - June 2011
Guardian Capital Advisors LP April 2008 - October 2008
Franklin Templeton Investments April 2002 - April 2008
RBC Private Counsel Inc. April 1998 - April 2002
Royal Trust March 1995 - April 1998
Skills
Investments, Investment Policy...
Education
The University of Calgary 1989 — 1995
Bachelor of Commerce (BCom), Finance Major
Fiera Capital Private Wealth June 2011 - Present
TE Investment Counsel October 2008 - June 2011
Guardian Capital Advisors LP April 2008 - October 2008
Franklin Templeton Investments April 2002 - April 2008
RBC Private Counsel Inc. April 1998 - April 2002
Royal Trust March 1995 - April 1998
Skills
Investments, Investment Policy...
Education
The University of Calgary 1989 — 1995
Bachelor of Commerce (BCom), Finance Major
Maria Sanchez-Chung, FLMI, ACS's Royal Trust Experience June 1997 - May 2000
Job MBNA Integration Lead for Insurance at TD
Industry Insurance
Experience
TD May 2012 - Present
Bank of America January 2009 - April 2012
Bank of America January 2007 - December 2008
MBNA Canada Bank July 2003 - December 2006
RBC June 2000 - July 2003
Royal Trust June 1997 - May 2000
Skills
Insurance, Banking, Portfolio Management, Credit Cards, Management, Risk Management, Financial Services, Relationship Management, Program Management, Investments, Analysis, Product Management, Finance, Loans, Credit Risk, Strategy, Business Process, Financial Risk, Business Analysis, Process Improvement, Employee Benefits, Integration, Marketing, Underwriting, Cross Selling, Credit, Vendor Management, Auditing, Retail Banking, Project Portfolio..., Credit Analysis
Education
George Brown College 1993 — 1996
Computer Studies
Saint Louis University (PH) 1986 — 1991
B.S., Psychology
TD May 2012 - Present
Bank of America January 2009 - April 2012
Bank of America January 2007 - December 2008
MBNA Canada Bank July 2003 - December 2006
RBC June 2000 - July 2003
Royal Trust June 1997 - May 2000
Skills
Insurance, Banking, Portfolio Management, Credit Cards, Management, Risk Management, Financial Services, Relationship Management, Program Management, Investments, Analysis, Product Management, Finance, Loans, Credit Risk, Strategy, Business Process, Financial Risk, Business Analysis, Process Improvement, Employee Benefits, Integration, Marketing, Underwriting, Cross Selling, Credit, Vendor Management, Auditing, Retail Banking, Project Portfolio..., Credit Analysis
Education
George Brown College 1993 — 1996
Computer Studies
Saint Louis University (PH) 1986 — 1991
B.S., Psychology
Allen Hosey, CIM CMT Allen Hosey, CIM CMT's Royal Trust Experience May 1996 - June 1998
Job Consultant investment professional and trainer. Director of The Canadian Society of Technical Analysts
Industry Financial Services
Experience
Allen Hosey and Assoc. and MindSense Hypnosis March 2012 - Present
YM-YWCA Self Employment Program 2012 - 2013
Jory Capital May 2009 - February 2012
Credential Securities May 2004 - April 2009
Island Savings Credit Union/Credential June 1998 - April 2003
Royal Trust May 1996 - June 1998
Skills
Chief Compliance Officer, Professional Technical..., Excellent teacher and..., Financial Forecaster, Portfolio Management, Retirement Planning, Mutual Funds, Financial Regulation, Investments, Customer Service, Investment Advisory, Wealth Management, Public Speaking, Asset Management, Securities, Risk Management, Strategic Financial..., Options, Retirement, Asset Allocation, Trading, Alternative Investments, AML, Relationship Management, Fixed Income, Financial Services, Equities, Capital Markets, Insurance, Credit, Derivatives, Investment Strategies, Finance, Investment Management, Financial Analysis, Banking, Loans, Financial Advisory, Retail Banking, Mortgage Lending, Life Insurance, Management, Estate Planning, Wealth, Coaching, Financial Planning, Hedge Funds, Financial Markets, Financial Risk, Financial Modeling
Education
YM-YWCA Self Employment program 2012 — 2013
Certificate, Self Employment Program
Canadian Securities Institute 1990 — 2012
CIM, FCSI Chartered Market Technician (CMT), Investment Portfolio Management, Chief Compliance Officer, Branch Manager, Partners and Directors.
Vancouver Community 2002 — 2004
Adult and Continuing Education and Teaching
Canadian Securities Instiute
CIM FCSI Branch Managers Certificate, Partners and Directors Examination
Durham Technical College
Graduate; Chemical Technology; Geological Technology programs
Market Technicians Assoc.
Charter holder, Chartered Market Technician
The University of Winnipeg
BSc, Physical Geography/Enviro.Studies
Allen Hosey and Assoc. and MindSense Hypnosis March 2012 - Present
YM-YWCA Self Employment Program 2012 - 2013
Jory Capital May 2009 - February 2012
Credential Securities May 2004 - April 2009
Island Savings Credit Union/Credential June 1998 - April 2003
Royal Trust May 1996 - June 1998
Skills
Chief Compliance Officer, Professional Technical..., Excellent teacher and..., Financial Forecaster, Portfolio Management, Retirement Planning, Mutual Funds, Financial Regulation, Investments, Customer Service, Investment Advisory, Wealth Management, Public Speaking, Asset Management, Securities, Risk Management, Strategic Financial..., Options, Retirement, Asset Allocation, Trading, Alternative Investments, AML, Relationship Management, Fixed Income, Financial Services, Equities, Capital Markets, Insurance, Credit, Derivatives, Investment Strategies, Finance, Investment Management, Financial Analysis, Banking, Loans, Financial Advisory, Retail Banking, Mortgage Lending, Life Insurance, Management, Estate Planning, Wealth, Coaching, Financial Planning, Hedge Funds, Financial Markets, Financial Risk, Financial Modeling
Education
YM-YWCA Self Employment program 2012 — 2013
Certificate, Self Employment Program
Canadian Securities Institute 1990 — 2012
CIM, FCSI Chartered Market Technician (CMT), Investment Portfolio Management, Chief Compliance Officer, Branch Manager, Partners and Directors.
Vancouver Community 2002 — 2004
Adult and Continuing Education and Teaching
Canadian Securities Instiute
CIM FCSI Branch Managers Certificate, Partners and Directors Examination
Durham Technical College
Graduate; Chemical Technology; Geological Technology programs
Market Technicians Assoc.
Charter holder, Chartered Market Technician
The University of Winnipeg
BSc, Physical Geography/Enviro.Studies
Paula Wineck Paula Wineck's Royal Trust Experience 1979 - 1981
Job President, Healthy Meats
Industry Food & Beverages
Experience
Healthy Meats August 2003 - Present
Healthy Meats August 2003 - Present
The Empowered Renter 2012 - 2013
Dan Plowman Team Systems April 2011 - 2012
Corporate Relocation Details 1996 - 1997
PHH Corporate Relocation Services 1993 - 1996
ERS Employee Relocation Services 1983 - 1993
Royal Trust Relocation 1981 - 1983
Royal Trust 1979 - 1981
Skills
Food, Customer Service, Inventory Management, Hospitality, Budgets, Retail, Sales Management, Negotiation, Event Management, Marketing Strategy, Team Building, Event Planning, Forecasting, New Business Development, Management, Leadership, Continuous Improvement, Coaching, Business Strategy, Operations Management, Training, Entrepreneurship, Business Planning, Contract Negotiation, Marketing, Real Estate
Education
Durham College
Healthy Meats August 2003 - Present
Healthy Meats August 2003 - Present
The Empowered Renter 2012 - 2013
Dan Plowman Team Systems April 2011 - 2012
Corporate Relocation Details 1996 - 1997
PHH Corporate Relocation Services 1993 - 1996
ERS Employee Relocation Services 1983 - 1993
Royal Trust Relocation 1981 - 1983
Royal Trust 1979 - 1981
Skills
Food, Customer Service, Inventory Management, Hospitality, Budgets, Retail, Sales Management, Negotiation, Event Management, Marketing Strategy, Team Building, Event Planning, Forecasting, New Business Development, Management, Leadership, Continuous Improvement, Coaching, Business Strategy, Operations Management, Training, Entrepreneurship, Business Planning, Contract Negotiation, Marketing, Real Estate
Education
Durham College
Dawn Goulbourn Dawn Goulbourn's Royal Trust Experience 1985 - 1996
Job Retail Partner Smarter Commerce Solutions at IBM
Industry Information Services
Experience
IBM January 2013 - Present
IBM 2006 - Present
IBM Global Business Services 2005 - Present
IBM Global Services April 1999 - Present
IBM Global Services September 2006 - June 2010
Royal Trust 1985 - 1996
Skills
IT Strategy, Management Consulting, Enterprise Architecture, Business Transformation, Program Management, Integration, Business Process..., Professional Services, Change Management, Team Leadership, Enterprise Software, Business Analysis, Business Intelligence, Business Process, Project Portfolio..., PMO, Consulting, Vendor Management, Strategy, Solution Architecture, Project Management, Outsourcing, Management, PMP, CRM, IT Management, Cross-functional Team..., SaaS, SDLC, ERP, Product Management, Requirements Analysis, Pre-sales, Software Project..., IT Outsourcing, IT Service Management, Governance, Cloud Computing, Business Process Design, Leadership
Education
Northwestern University - Kellogg School of Management 2010 — 2012
eMBA, Business
University of Waterloo 1994 — 1998
BA, Psychology
Fanshawe College 1979 — 1982
Business Information Systems, Computer Technology
IBM January 2013 - Present
IBM 2006 - Present
IBM Global Business Services 2005 - Present
IBM Global Services April 1999 - Present
IBM Global Services September 2006 - June 2010
Royal Trust 1985 - 1996
Skills
IT Strategy, Management Consulting, Enterprise Architecture, Business Transformation, Program Management, Integration, Business Process..., Professional Services, Change Management, Team Leadership, Enterprise Software, Business Analysis, Business Intelligence, Business Process, Project Portfolio..., PMO, Consulting, Vendor Management, Strategy, Solution Architecture, Project Management, Outsourcing, Management, PMP, CRM, IT Management, Cross-functional Team..., SaaS, SDLC, ERP, Product Management, Requirements Analysis, Pre-sales, Software Project..., IT Outsourcing, IT Service Management, Governance, Cloud Computing, Business Process Design, Leadership
Education
Northwestern University - Kellogg School of Management 2010 — 2012
eMBA, Business
University of Waterloo 1994 — 1998
BA, Psychology
Fanshawe College 1979 — 1982
Business Information Systems, Computer Technology
Joe Pagano, CFP FCSI's Royal Trust Experience October 1990 - June 1993
Job Vice President and Branch Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Wealth Management - Dominion Securities Inc. October 1990 - Present
Royal Trust Corporation 1993 - 1997
Royal Trust October 1990 - June 1993
Skills
Mutual Funds, Retirement Planning, Investments, Wealth Management, Portfolio Management
Education
Ryerson University 1981 — 1987
Bachelor of Busieness Management, Accounting Finance, Economics and Stats
RBC Wealth Management - Dominion Securities Inc. October 1990 - Present
Royal Trust Corporation 1993 - 1997
Royal Trust October 1990 - June 1993
Skills
Mutual Funds, Retirement Planning, Investments, Wealth Management, Portfolio Management
Education
Ryerson University 1981 — 1987
Bachelor of Busieness Management, Accounting Finance, Economics and Stats
Robert K. Horton Robert K. Horton's Royal Trust Experience 1990 - 1993
Job Chief Audit Officer at MCAN Mortgage Corporation
Industry Financial Services
Experience
MCAN Mortgage Corporation November 2011 - Present
RHI Executive Search 2011 - November 2011
Association for Financial Professionals of Canada 2006 - 2007
RBC Royal Bank 1993 - 2005
Royal Trust 1990 - 1993
The Bank of Montreal 1986 - 1990
Deloitte & Touche 1985 - 1986
KPMG 1981 - 1985
Skills
Financial Services, Management, Risk Management, Internal Audit, Treasury Management, Commercial Banking, Banking, Financial Analysis, Cash Management, Financial Reporting, Strategic Planning, Auditing, Operational Risk..., Credit Risk, Leadership, Internal Controls, Credit, Trade Finance, Business Strategy, Corporate Finance, Finance, Strategic Financial..., Due Diligence, Corporate Governance, Enterprise Risk..., Portfolio Management, Financial Modeling
Education
Carleton University 1973 — 1975
B.A., English Literature and Philosophy
Hillcrest High School 1967 — 1972
n/a, arts
Institute of Chartered Accountants of Ontario
C.A.
MCAN Mortgage Corporation November 2011 - Present
RHI Executive Search 2011 - November 2011
Association for Financial Professionals of Canada 2006 - 2007
RBC Royal Bank 1993 - 2005
Royal Trust 1990 - 1993
The Bank of Montreal 1986 - 1990
Deloitte & Touche 1985 - 1986
KPMG 1981 - 1985
Skills
Financial Services, Management, Risk Management, Internal Audit, Treasury Management, Commercial Banking, Banking, Financial Analysis, Cash Management, Financial Reporting, Strategic Planning, Auditing, Operational Risk..., Credit Risk, Leadership, Internal Controls, Credit, Trade Finance, Business Strategy, Corporate Finance, Finance, Strategic Financial..., Due Diligence, Corporate Governance, Enterprise Risk..., Portfolio Management, Financial Modeling
Education
Carleton University 1973 — 1975
B.A., English Literature and Philosophy
Hillcrest High School 1967 — 1972
n/a, arts
Institute of Chartered Accountants of Ontario
C.A.
Frank Grigg, CPA, CA Frank Grigg, CPA, CA's Royal Trust Experience January 1990 - December 1994
Job at
Industry Financial Services
Experience
Alterna Savings November 2009 - Present
Manulife Financial August 1996 - March 2009
Ernst & Young January 1995 - August 1996
Royal Trust January 1990 - December 1994
Bank of Montreal July 1984 - December 1989
PricewaterhouseCoopers August 1975 - June 1984
Skills
Audit, IT Audit, Risk, Governance, Auditing, Financial Risk, Recruiting, Enterprise Risk..., Risk Management, Internal Audit, Internal Controls, Operational Risk..., CISA, Sarbanes-Oxley Act, Risk Assessment, Process Improvement, Business Process..., Financial Services, Leadership, Financial Reporting, Accounting, Insurance, IFRS, Banking, Strategic Financial..., Corporate Governance, Financial Analysis, Finance
Education
Ontario Institute of Chartered Accountants 1975 — 1978
CPA, CA (Chartered Accountant)
McGill University 1971 — 1975
B Comm
Alterna Savings November 2009 - Present
Manulife Financial August 1996 - March 2009
Ernst & Young January 1995 - August 1996
Royal Trust January 1990 - December 1994
Bank of Montreal July 1984 - December 1989
PricewaterhouseCoopers August 1975 - June 1984
Skills
Audit, IT Audit, Risk, Governance, Auditing, Financial Risk, Recruiting, Enterprise Risk..., Risk Management, Internal Audit, Internal Controls, Operational Risk..., CISA, Sarbanes-Oxley Act, Risk Assessment, Process Improvement, Business Process..., Financial Services, Leadership, Financial Reporting, Accounting, Insurance, IFRS, Banking, Strategic Financial..., Corporate Governance, Financial Analysis, Finance
Education
Ontario Institute of Chartered Accountants 1975 — 1978
CPA, CA (Chartered Accountant)
McGill University 1971 — 1975
B Comm
Peter Diplock Peter Diplock's Royal Trust Experience March 1989 - August 1990
Job Assistant Vice Provost, Center for Excellence in Teaching and Learning at University of Connecticut
Industry Education Management
Experience
University of Connecticut July 2012 - Present
University of Connecticut July 2005 - July 2012
University of Connecticut July 2011 - May 2012
Clarkson University July 2003 - July 2005
Clarkson University July 1999 - July 2005
St. Joseph's University August 1998 - July 1999
Royal Trust March 1989 - August 1990
Brightside Financial Services June 1985 - March 1989
Skills
Change Leadership, Thought Leadership, Organizational...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1999
PhD, Management
University of Massachusetts at Amherst - Isenberg School of Management 1991 — 1993
MBA
Boise State University 1990 — 1991
MBA Program/Courses
University of Western Ontario 1980 — 1984
BA, Economics
University of Connecticut July 2012 - Present
University of Connecticut July 2005 - July 2012
University of Connecticut July 2011 - May 2012
Clarkson University July 2003 - July 2005
Clarkson University July 1999 - July 2005
St. Joseph's University August 1998 - July 1999
Royal Trust March 1989 - August 1990
Brightside Financial Services June 1985 - March 1989
Skills
Change Leadership, Thought Leadership, Organizational...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1999
PhD, Management
University of Massachusetts at Amherst - Isenberg School of Management 1991 — 1993
MBA
Boise State University 1990 — 1991
MBA Program/Courses
University of Western Ontario 1980 — 1984
BA, Economics
Dan Thanh Nguyen Dan Thanh Nguyen's Royal Trust Experience June 1984 - June 1993
Job Business/ IT Operations & Program/ Project Delivery
Industry Information Technology and Services
Experience
Mouvement Desjardins July 2014 - Present
Laurentian Bank November 2010 - May 2014
Laurentian Bank February 2010 - October 2010
Abri de la Rive-Sud, Centre Vie Nous V'Elles March 2009 - April 2010
PSP Investments December 2001 - February 2008
Air Canada/ Aeroplan June 1999 - November 2001
Standard Life Assurance Company November 1996 - June 1999
Transcontinental Printing February 1996 - October 1996
Dale-Parizeau Inc June 1993 - January 1996
Royal Trust June 1984 - June 1993
Skills
Business Analysis, Program Management, Management, Governance, Vendor Management, Strategy, ITIL, Outsourcing, Enterprise Architecture, ERP, Leadership
Education
Concordia University 2006 — 2008
MBA, Business Administration
Université de Montréal 1980 — 1984
B.Sc., Computer Science
Mouvement Desjardins July 2014 - Present
Laurentian Bank November 2010 - May 2014
Laurentian Bank February 2010 - October 2010
Abri de la Rive-Sud, Centre Vie Nous V'Elles March 2009 - April 2010
PSP Investments December 2001 - February 2008
Air Canada/ Aeroplan June 1999 - November 2001
Standard Life Assurance Company November 1996 - June 1999
Transcontinental Printing February 1996 - October 1996
Dale-Parizeau Inc June 1993 - January 1996
Royal Trust June 1984 - June 1993
Skills
Business Analysis, Program Management, Management, Governance, Vendor Management, Strategy, ITIL, Outsourcing, Enterprise Architecture, ERP, Leadership
Education
Concordia University 2006 — 2008
MBA, Business Administration
Université de Montréal 1980 — 1984
B.Sc., Computer Science
David Penstone David Penstone's Royal Trust Experience 1997 - 2004
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank May 2009 - Present
UniCredit Markets & Investment Banking March 2004 - April 2009
Royal Bank of Canada 1997 - 2004
Royal Trust 1997 - 2004
The Bank of New York June 1996 - April 1997
JP Morgan June 1994 - June 1996
Creditanstalt Bankverein 1991 - 1994
ScotiaMcLeod September 1988 - September 1991
Skills
Securities, Financial Institutions, Fixed Income, Equities, FX Options, Client Development, Building Relationships, Sales Management, Securities Lending, Operational Risk, Public Speaking, Capital Markets, Eastern Europe, Bonds, Derivatives, Hedge Funds, Back Office, Banking, Corporate Actions, Financial Markets, Relationship Management, Financial Services, Global Custody, Settlement, Mutual Funds, Trading, Equity Derivatives, Bloomberg, Emerging Markets, Business Development, Funding, Investment Banking, Private Banking, Electronic Trading, Middle Office, Options, Structured Finance, Trading Systems, Credit Risk, Structured Products, Collateral Management, Mergers & Acquisitions, Financial Risk, Asset Management, Commodity, Swaps, Prime Brokerage, Equity Trading, Portfolio Management, Alternative Investments
Education
Concordia University 1985 — 1988
B.Comm, Marketing
John Abbott 1982 — 1985
Associate's degree, Medicine
John Rennie 1977 — 1982
High School, General
Deutsche Bank May 2009 - Present
UniCredit Markets & Investment Banking March 2004 - April 2009
Royal Bank of Canada 1997 - 2004
Royal Trust 1997 - 2004
The Bank of New York June 1996 - April 1997
JP Morgan June 1994 - June 1996
Creditanstalt Bankverein 1991 - 1994
ScotiaMcLeod September 1988 - September 1991
Skills
Securities, Financial Institutions, Fixed Income, Equities, FX Options, Client Development, Building Relationships, Sales Management, Securities Lending, Operational Risk, Public Speaking, Capital Markets, Eastern Europe, Bonds, Derivatives, Hedge Funds, Back Office, Banking, Corporate Actions, Financial Markets, Relationship Management, Financial Services, Global Custody, Settlement, Mutual Funds, Trading, Equity Derivatives, Bloomberg, Emerging Markets, Business Development, Funding, Investment Banking, Private Banking, Electronic Trading, Middle Office, Options, Structured Finance, Trading Systems, Credit Risk, Structured Products, Collateral Management, Mergers & Acquisitions, Financial Risk, Asset Management, Commodity, Swaps, Prime Brokerage, Equity Trading, Portfolio Management, Alternative Investments
Education
Concordia University 1985 — 1988
B.Comm, Marketing
John Abbott 1982 — 1985
Associate's degree, Medicine
John Rennie 1977 — 1982
High School, General
Julie Hamilton MBA, CFP's Royal Trust Experience June 1998 - September 1999
Job Financial Planning & Wealth Management Consultant
Industry Financial Services
Experience
Helping clients optimize practice management by incorporating Financial Planning process & software. October 1999 - Present
TD, BMO, SunLife October 1999 - Present
Various Financial Institutions October 1999 - Present
Various Financial Institutions October 1999 - Present
Various Financial Institutions October 1999 - September 2009
RBC Dominion Securities January 2006 - December 2007
Foresters 2002 - 2005
Royal Trust June 1998 - September 1999
Skills
Financial Planning, Financial Planners, Investments, Wealth Management, Financial Services, Retirement, Strategic Financial..., Retirement Planning, Mutual Funds, Finance, Wealth, Financial Advisory, High Net Worth..., Disability Insurance, Estate Planning, Training, Investment Advisory
Education
various
MBA, CFP, Certificate in Adult Education
Durham College 2009 — 2010
Certificate
York University - Schulich School of Business 1992 — 1998
MBA
Spoken French
Upgrading
Helping clients optimize practice management by incorporating Financial Planning process & software. October 1999 - Present
TD, BMO, SunLife October 1999 - Present
Various Financial Institutions October 1999 - Present
Various Financial Institutions October 1999 - Present
Various Financial Institutions October 1999 - September 2009
RBC Dominion Securities January 2006 - December 2007
Foresters 2002 - 2005
Royal Trust June 1998 - September 1999
Skills
Financial Planning, Financial Planners, Investments, Wealth Management, Financial Services, Retirement, Strategic Financial..., Retirement Planning, Mutual Funds, Finance, Wealth, Financial Advisory, High Net Worth..., Disability Insurance, Estate Planning, Training, Investment Advisory
Education
various
MBA, CFP, Certificate in Adult Education
Durham College 2009 — 2010
Certificate
York University - Schulich School of Business 1992 — 1998
MBA
Spoken French
Upgrading
Peter Hanson, MBA Peter Hanson, MBA's Royal Trust Experience September 1985 - May 1986
Job Experienced Financial Services Leader, Consultant & Educator
Industry Financial Services
Experience
PH Consulting Services June 2009 - Present
CSI Global Education, Inc. July 2011 - January 2012
BMO Financial Group May 2006 - September 2008
BMO Nesbitt Burns June 1996 - April 2006
MMI Group Inc. June 1994 - May 1996
MD Management Limited June 1989 - May 1994
Mutual Financial Planning Limited June 1986 - May 1989
Royal Trust September 1985 - May 1986
Skills
Financial Analysis, Investments, Private Wealth..., Wealth Management, Financial Advisory, Financial Planning, Product Management, Team Leadership, Team Management, Cross-functional Team..., Software Project..., Business Strategy, Strategic Planning, Strategy Development, Regulatory Affairs, Retirement, Teaching/mentoring, Education Management, Strategic Financial..., Strategy, Relationship Management, Financial Services, Securities, Asset Management, Banking, Finance, Wealth, Estate Planning, Capital Markets, Financial Markets, Business Analysis, Insurance, Leadership, Business Development, Analysis, Management
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
MBA, Business Management
Wilfrid Laurier University
Diploma, Business Administration
University of Waterloo
B.E.S., Environmental Studies
PH Consulting Services June 2009 - Present
CSI Global Education, Inc. July 2011 - January 2012
BMO Financial Group May 2006 - September 2008
BMO Nesbitt Burns June 1996 - April 2006
MMI Group Inc. June 1994 - May 1996
MD Management Limited June 1989 - May 1994
Mutual Financial Planning Limited June 1986 - May 1989
Royal Trust September 1985 - May 1986
Skills
Financial Analysis, Investments, Private Wealth..., Wealth Management, Financial Advisory, Financial Planning, Product Management, Team Leadership, Team Management, Cross-functional Team..., Software Project..., Business Strategy, Strategic Planning, Strategy Development, Regulatory Affairs, Retirement, Teaching/mentoring, Education Management, Strategic Financial..., Strategy, Relationship Management, Financial Services, Securities, Asset Management, Banking, Finance, Wealth, Estate Planning, Capital Markets, Financial Markets, Business Analysis, Insurance, Leadership, Business Development, Analysis, Management
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
MBA, Business Management
Wilfrid Laurier University
Diploma, Business Administration
University of Waterloo
B.E.S., Environmental Studies
Kathy Reiffenstein Kathy Reiffenstein's Royal Trust Experience 1983 - 1990
Job President and Founder, And...Now Presenting! ~creating confident, persuasive speakers~
Industry Professional Training & Coaching
Experience
And...Now Presenting! 2005 - Present
Metro DC Chapter ATD (Association for Talent Development) January 2011 - December 2014
Metro DC Chapter ASTD (American Society for Training & Development) January 2009 - December 2009
Vital Voices Global Partnership November 2009 - November 2009
On Track 1990 - 2004
Royal Trust 1983 - 1990
Skills
Public Speaking, Training Delivery, Training Skills, Training, Leadership, Volunteer Management, Instructional Design, Leadership Development, Team Building, Management, Organizational..., Coaching, Executive Coaching, Management Consulting, Sales Presentations, Workshop Facilitation
Education
Cornell University
B.A., English Literature
And...Now Presenting! 2005 - Present
Metro DC Chapter ATD (Association for Talent Development) January 2011 - December 2014
Metro DC Chapter ASTD (American Society for Training & Development) January 2009 - December 2009
Vital Voices Global Partnership November 2009 - November 2009
On Track 1990 - 2004
Royal Trust 1983 - 1990
Skills
Public Speaking, Training Delivery, Training Skills, Training, Leadership, Volunteer Management, Instructional Design, Leadership Development, Team Building, Management, Organizational..., Coaching, Executive Coaching, Management Consulting, Sales Presentations, Workshop Facilitation
Education
Cornell University
B.A., English Literature
Allan Hicks's Royal Trust Experience February 1981 - May 1987
Job Senior Financial Consultant at MD Managment Ltd
Industry Financial Services
Experience
MD Managment Ltd June 1992 - Present
MD Management Ltd 1987 - 1992
Royal Trust February 1981 - May 1987
Skills
Relationship Management, Change Management, Retirement Planning, Retirement, Estate Planning, Investments, Investment Strategies, Tax, High Net Worth..., Wealth Management, Strategic Financial..., Wealth, Wealth Preservation..., Certified Financial..., TFSA, RRIF, RRSP, Individual Pension Plans, Asset Allocation, Insurance, Financial Planners, Investment Advisory, Mutual Funds
Education
Bishop's University 1977 — 1980
BA, Economics
CEGEP-St Lawrence 1975 — 1977
MD Managment Ltd June 1992 - Present
MD Management Ltd 1987 - 1992
Royal Trust February 1981 - May 1987
Skills
Relationship Management, Change Management, Retirement Planning, Retirement, Estate Planning, Investments, Investment Strategies, Tax, High Net Worth..., Wealth Management, Strategic Financial..., Wealth, Wealth Preservation..., Certified Financial..., TFSA, RRIF, RRSP, Individual Pension Plans, Asset Allocation, Insurance, Financial Planners, Investment Advisory, Mutual Funds
Education
Bishop's University 1977 — 1980
BA, Economics
CEGEP-St Lawrence 1975 — 1977
Duyen Chau Nguyen Duyen Chau Nguyen's Royal Trust Experience May 2004 - January 2006
Job Senior Business Development Account Manager / Major Account
Industry Banking
Experience
ELUCX March 2013 - Present
Desjardins April 2012 - Present
Desjardins January 2006 - April 2012
Desjardins May 2004 - January 2006
Royal Trust May 2004 - January 2006
Skills
Business Development, Entrepreneurship, Creative..., Negotiation, Business Strategy, Sales, Business Planning, Contract Negotiation, Management, Account Management, New Business Development, Finance, Sales Management, Process Improvement, CRM, Analysis, B2B, Outsourcing, Human Resources, Proposal Writing, Cold Calling, Training, Strategic Planning, Banking, Risk Management, Program Management
Education
Concordia University 2002 — 2005
Bachelor of Commerce (B.Com.), Finance
Dawson College
DEC; Specializing, Administration; Commerce
ELUCX March 2013 - Present
Desjardins April 2012 - Present
Desjardins January 2006 - April 2012
Desjardins May 2004 - January 2006
Royal Trust May 2004 - January 2006
Skills
Business Development, Entrepreneurship, Creative..., Negotiation, Business Strategy, Sales, Business Planning, Contract Negotiation, Management, Account Management, New Business Development, Finance, Sales Management, Process Improvement, CRM, Analysis, B2B, Outsourcing, Human Resources, Proposal Writing, Cold Calling, Training, Strategic Planning, Banking, Risk Management, Program Management
Education
Concordia University 2002 — 2005
Bachelor of Commerce (B.Com.), Finance
Dawson College
DEC; Specializing, Administration; Commerce
Rajinder (Randy) Johal, CFA Rajinder (Randy) Johal, CFA's Royal Trust Experience 1992 - 1997
Job Investment Advisor at Leede Financial Markets Inc.
Industry Financial Services
Experience
Leede Financial Markets Inc. June 2013 - Present
Self-Employed July 2011 - June 2013
Raymond James April 2000 - June 2010
Canadian Western Capital 1997 - 2000
Royal Trust 1992 - 1997
Skills
Bonds, Fixed Income, Bloomberg, Trading, Portfolio Management, Cash Flow Management, Portfolio Performance..., Securities, Derivatives, Risk Management, Money Market
Education
CFA Institute
CFA - Chartered Financial Analyst, Finance
Canadian Securities Institute
FCSI - Fellow of the Canadian Securities Institute, Finance
The University of British Columbia
Bachelors, Urban Studies
Leede Financial Markets Inc. June 2013 - Present
Self-Employed July 2011 - June 2013
Raymond James April 2000 - June 2010
Canadian Western Capital 1997 - 2000
Royal Trust 1992 - 1997
Skills
Bonds, Fixed Income, Bloomberg, Trading, Portfolio Management, Cash Flow Management, Portfolio Performance..., Securities, Derivatives, Risk Management, Money Market
Education
CFA Institute
CFA - Chartered Financial Analyst, Finance
Canadian Securities Institute
FCSI - Fellow of the Canadian Securities Institute, Finance
The University of British Columbia
Bachelors, Urban Studies
Rick Goebel, B.Comm. Rick Goebel, B.Comm.'s Royal Trust Experience 1987 - 1999
Job Income Property Specialist
Industry Real Estate
Experience
Re/Max February 2014 - Present
Edmonton Quality Homes Ltd. May 2007 - Present
RealtyiNet April 2012 - January 2014
JayCap Financial Ltd. September 2010 - October 2011
RealtyCorp October 2005 - August 2008
Royal Trust 1987 - 1999
Skills
Real Estate, Investment Properties, Investments, Finance, Entrepreneurship, Property Management, Portfolio Management, Banking, Sellers, Strategic Planning, Real Estate Development, Contract Negotiation, New Business Development, Sales, Mergers & Acquisitions, Due Diligence, Asset Management, Joint Ventures, Sales Management, Small Business, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Investors, Leases
Education
University of Alberta 1985 — 1987
Bachelor of Commerce (B.Com.), Marketing, Economics, Finance
Northern Alberta Institute of Technology / NAIT 1983 — 1985
Accounting Diploma, Accounting and Finance, Honours
St. Alphonsus
Re/Max February 2014 - Present
Edmonton Quality Homes Ltd. May 2007 - Present
RealtyiNet April 2012 - January 2014
JayCap Financial Ltd. September 2010 - October 2011
RealtyCorp October 2005 - August 2008
Royal Trust 1987 - 1999
Skills
Real Estate, Investment Properties, Investments, Finance, Entrepreneurship, Property Management, Portfolio Management, Banking, Sellers, Strategic Planning, Real Estate Development, Contract Negotiation, New Business Development, Sales, Mergers & Acquisitions, Due Diligence, Asset Management, Joint Ventures, Sales Management, Small Business, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Investors, Leases
Education
University of Alberta 1985 — 1987
Bachelor of Commerce (B.Com.), Marketing, Economics, Finance
Northern Alberta Institute of Technology / NAIT 1983 — 1985
Accounting Diploma, Accounting and Finance, Honours
St. Alphonsus
Karen Whitman Karen Whitman's Royal Trust Experience July 1998 - September 2000
Job Marketing Specialist at AECOM
Industry Civil Engineering
Experience
AECOM January 2002 - Present
TELUS September 2000 - January 2002
Royal Trust July 1998 - September 2000
Prentice Hall 1990 - 1998
Skills
Marketing Communications, Marketing, Marketing Strategy, Marketing Management, Sales, Sales Operations, Sales Process, Proposal Writing, Proposal Generation, Proposal Production, Government Proposals, Salesforce.com..., Long-term Customer..., CRM, Environmental Consulting, Salesforce.com, InDesign, Competitive Analysis, SharePoint, Microsoft Office, Proposal Leadership, Project Management
Education
University of King's College
Bachelor of Arts (BA), Journalism
University of Toronto
Bachelor of Arts (BA), English Language and Literature, General
AECOM January 2002 - Present
TELUS September 2000 - January 2002
Royal Trust July 1998 - September 2000
Prentice Hall 1990 - 1998
Skills
Marketing Communications, Marketing, Marketing Strategy, Marketing Management, Sales, Sales Operations, Sales Process, Proposal Writing, Proposal Generation, Proposal Production, Government Proposals, Salesforce.com..., Long-term Customer..., CRM, Environmental Consulting, Salesforce.com, InDesign, Competitive Analysis, SharePoint, Microsoft Office, Proposal Leadership, Project Management
Education
University of King's College
Bachelor of Arts (BA), Journalism
University of Toronto
Bachelor of Arts (BA), English Language and Literature, General
Kimberly Boyle Kimberly Boyle's Royal Trust Experience January 1985 - January 1988
Job VP People and Corporate Relations at Enersource Hydro Mississauga
Industry Utilities
Experience
Enersource Hydro Mississauga November 2012 - Present
Sleeman Breweries Ltd. March 2011 - March 2012
Vincor International October 2005 - February 2010
Vincor International March 2003 - October 2005
HR Initiatives Mississauga August 1998 - March 2003
CANADA BREAD CO. LTD March 1995 - August 1998
Sharp Electronics January 1991 - February 1992
ALEXANDER GROUP January 1988 - July 1990
Royal Trust January 1985 - January 1988
Skills
Strategic HR, Succession Planning, Talent Management, Employee Engagement, Performance Management, Employee Relations, Labor Relations, Organizational..., Talent Acquisition, Workforce Planning, Leadership Development, Onboarding, HR Policies, Strategy, Change Management, Recruiting, Leadership, Personnel Management, Management, Human Resources
Education
Queen's University 1998 — 1998
Exec. Certification, Industrial Relations
Wilfrid Laurier University 1982 — 1985
BA, English and Psychology
Enersource Hydro Mississauga November 2012 - Present
Sleeman Breweries Ltd. March 2011 - March 2012
Vincor International October 2005 - February 2010
Vincor International March 2003 - October 2005
HR Initiatives Mississauga August 1998 - March 2003
CANADA BREAD CO. LTD March 1995 - August 1998
Sharp Electronics January 1991 - February 1992
ALEXANDER GROUP January 1988 - July 1990
Royal Trust January 1985 - January 1988
Skills
Strategic HR, Succession Planning, Talent Management, Employee Engagement, Performance Management, Employee Relations, Labor Relations, Organizational..., Talent Acquisition, Workforce Planning, Leadership Development, Onboarding, HR Policies, Strategy, Change Management, Recruiting, Leadership, Personnel Management, Management, Human Resources
Education
Queen's University 1998 — 1998
Exec. Certification, Industrial Relations
Wilfrid Laurier University 1982 — 1985
BA, English and Psychology
Mike O'Bright Mike O'Bright's Royal Trust Experience 1987 - 1992
Job Marketing & Sales at Alliance360 (2010) Inc
Industry Wholesale
Experience
Alliance360 Inc July 2007 - Present
Firethorn June 2006 - July 2007
Ash City 2004 - 2006
Explorer Headgear November 2002 - 2004
Forte Communications November 1992 - November 2002
Royal Trust 1987 - 1992
Skills
Marketing Strategy, Account Management, New Business Development, Corporate Gifts, Trade Shows, Sales, Strategic Planning, Sales Management, B2B, Merchandising, Business Development, Social Media, Market Research, Advertising, Brand Management, Marketing, Marketing Communications, Product Development, Brand Development, Online Marketing, Pricing, Program Management, Online Advertising, Team Leadership, Start-ups, Market Planning, Product Marketing, Retail, Management, Direct Marketing, Social Media Marketing
Education
Brock University 1977 — 1981
Honours, History and Political Philosophy
Alliance360 Inc July 2007 - Present
Firethorn June 2006 - July 2007
Ash City 2004 - 2006
Explorer Headgear November 2002 - 2004
Forte Communications November 1992 - November 2002
Royal Trust 1987 - 1992
Skills
Marketing Strategy, Account Management, New Business Development, Corporate Gifts, Trade Shows, Sales, Strategic Planning, Sales Management, B2B, Merchandising, Business Development, Social Media, Market Research, Advertising, Brand Management, Marketing, Marketing Communications, Product Development, Brand Development, Online Marketing, Pricing, Program Management, Online Advertising, Team Leadership, Start-ups, Market Planning, Product Marketing, Retail, Management, Direct Marketing, Social Media Marketing
Education
Brock University 1977 — 1981
Honours, History and Political Philosophy
Lisa Lavallee Lisa Lavallee's Royal Trust Experience 1988 - 1994
Job People Services Representative at Overwaitea Food Group
Industry Human Resources
Experience
Overwaitea Food Group January 2014 - Present
BC Children's Hospital Foundation June 2009 - January 2014
BC Children's Hospital Foundation February 2008 - June 2009
Coast Capital Savings 2005 - 2007
Coast Capital Savings 2003 - 2005
Coast Capital Savings 2001 - 2003
Coast Capital Savings (formerly Richmond Savings Credit Union) November 1994 - 2001
Royal Trust 1988 - 1994
Skills
Customer Service, Benefits Administration, Administrative..., Human Resources, Customer Satisfaction, Employee Benefits, Events, Microsoft Office, Non-profits, PowerPoint, Recruiting, Visio, Writing, Performance Management, Training, Employee Relations, Coaching, Project Planning, Event Management, Time Management, New Hire Orientations, Change Management, Team Building, Organizational..., Onboarding, Organizational..., Talent Management, Volunteer Management, Leadership, Leadership Development, Community Development, Management, Fundraising, Employee Engagement, Budgets, Workshop Facilitation, Nonprofits, Event Planning, PeopleSoft, Team Leadership, Interviews, Public Speaking, Administration, Stewardship, Employee Training, Workforce Planning, Proposal Writing, Internal Communications, Conflict Resolution
Education
Douglas College 1976 — 1977
South Delta Secondary 1973 — 1975
Overwaitea Food Group January 2014 - Present
BC Children's Hospital Foundation June 2009 - January 2014
BC Children's Hospital Foundation February 2008 - June 2009
Coast Capital Savings 2005 - 2007
Coast Capital Savings 2003 - 2005
Coast Capital Savings 2001 - 2003
Coast Capital Savings (formerly Richmond Savings Credit Union) November 1994 - 2001
Royal Trust 1988 - 1994
Skills
Customer Service, Benefits Administration, Administrative..., Human Resources, Customer Satisfaction, Employee Benefits, Events, Microsoft Office, Non-profits, PowerPoint, Recruiting, Visio, Writing, Performance Management, Training, Employee Relations, Coaching, Project Planning, Event Management, Time Management, New Hire Orientations, Change Management, Team Building, Organizational..., Onboarding, Organizational..., Talent Management, Volunteer Management, Leadership, Leadership Development, Community Development, Management, Fundraising, Employee Engagement, Budgets, Workshop Facilitation, Nonprofits, Event Planning, PeopleSoft, Team Leadership, Interviews, Public Speaking, Administration, Stewardship, Employee Training, Workforce Planning, Proposal Writing, Internal Communications, Conflict Resolution
Education
Douglas College 1976 — 1977
South Delta Secondary 1973 — 1975
Eneas Silva PMP Eneas Silva PMP's Royal Trust Experience October 1997 - December 2002
Job Senior Project Manager at Manulife
Industry Capital Markets
Experience
Manulife February 2015 - Present
RBC Investor & Treasury Services November 2013 - January 2015
IBM Canada Ltd. - Manulife Account July 2012 - October 2013
TD Securities November 2009 - May 2012
RBC Capital Markets January 2006 - September 2009
RBC Dexia Investor Services January 2003 - December 2005
PMI Southern Ontario Chapter September 2005 - September 2005
Royal Trust October 1997 - December 2002
IBM Brasil 1985 - 1986
Skills
Equity Derivatives, Precious Metals, FX Options, FX Cash, Murex Application, Project Management, People Management, Trading Systems, FX, Equities, Securities Lending, Basel II, Murex, Electronic Trading, PMO, SDLC, Securities, Management, User Acceptance Testing, Financial Risk, Market Risk, Derivatives, Risk Management, Capital Markets, Requirements Gathering, Bonds, Sybase, PMP, Interest Rate...
Education
York University 2001 — 2002
Master Certificate in Project Management, Project Management
Instituto Militar de Engenharia 1981 — 1985
Engineer, Mechnical Engineering
Manulife February 2015 - Present
RBC Investor & Treasury Services November 2013 - January 2015
IBM Canada Ltd. - Manulife Account July 2012 - October 2013
TD Securities November 2009 - May 2012
RBC Capital Markets January 2006 - September 2009
RBC Dexia Investor Services January 2003 - December 2005
PMI Southern Ontario Chapter September 2005 - September 2005
Royal Trust October 1997 - December 2002
IBM Brasil 1985 - 1986
Skills
Equity Derivatives, Precious Metals, FX Options, FX Cash, Murex Application, Project Management, People Management, Trading Systems, FX, Equities, Securities Lending, Basel II, Murex, Electronic Trading, PMO, SDLC, Securities, Management, User Acceptance Testing, Financial Risk, Market Risk, Derivatives, Risk Management, Capital Markets, Requirements Gathering, Bonds, Sybase, PMP, Interest Rate...
Education
York University 2001 — 2002
Master Certificate in Project Management, Project Management
Instituto Militar de Engenharia 1981 — 1985
Engineer, Mechnical Engineering
Robert Mendenhall Robert Mendenhall's Royal Trust Experience 2003 - 2006
Job Vice President, Tax & Estate Planning at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited September 2010 - Present
RBC Dominion Securities June 2009 - September 2010
Royal Trust 2003 - 2006
Skills
Succession Planning, Estate Planning, Trusts, Wealth Management..., Strategic Financial..., Wealth Management, Wealth, Charities, Wills, Financial Planning, High Net Worth..., Asset Allocation, Retirement Planning, Investment Strategies, Estate Law, Tax
Education
Brigham Young University—J. Reuben Clark Law School 1994 — 1995
LL.M., Law
University of Saskatchewan 1982 — 1985
J.D., Law
Richardson GMP Limited September 2010 - Present
RBC Dominion Securities June 2009 - September 2010
Royal Trust 2003 - 2006
Skills
Succession Planning, Estate Planning, Trusts, Wealth Management..., Strategic Financial..., Wealth Management, Wealth, Charities, Wills, Financial Planning, High Net Worth..., Asset Allocation, Retirement Planning, Investment Strategies, Estate Law, Tax
Education
Brigham Young University—J. Reuben Clark Law School 1994 — 1995
LL.M., Law
University of Saskatchewan 1982 — 1985
J.D., Law
Robin Harris Porter Robin Harris Porter's Royal Trust Experience March 1987 - March 1989
Job Experienced Finance and Accounting Professional
Industry Accounting
Experience
BMO Financial Group July 2015 - Present
BMO Financial Group November 2014 - July 2015
Canada Health Infoway November 2005 - September 2014
. October 1994 - June 2012
Bank of America March 1989 - September 1994
Royal Trust March 1987 - March 1989
Deloitte Canada September 1984 - March 1987
Skills
Analysis, Accounting, Financial Accounting, Financial Reporting, Regulatory Reporting, Financial Analysis, Compliance, Auditing, Corporate Governance, Tax, Stress Testing, Process Improvement, Project Management, Fundraising, Team Leadership
Education
CPA Ontario 1984 — 1986
CPA, Chartered Accountant
McGill University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting, Graduated with Great Distinction
Candian Securities Institute
Canadian Securities Course
BMO Financial Group July 2015 - Present
BMO Financial Group November 2014 - July 2015
Canada Health Infoway November 2005 - September 2014
. October 1994 - June 2012
Bank of America March 1989 - September 1994
Royal Trust March 1987 - March 1989
Deloitte Canada September 1984 - March 1987
Skills
Analysis, Accounting, Financial Accounting, Financial Reporting, Regulatory Reporting, Financial Analysis, Compliance, Auditing, Corporate Governance, Tax, Stress Testing, Process Improvement, Project Management, Fundraising, Team Leadership
Education
CPA Ontario 1984 — 1986
CPA, Chartered Accountant
McGill University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting, Graduated with Great Distinction
Candian Securities Institute
Canadian Securities Course
Elizabeth Sedlacek's Royal Trust Experience 1986 - 1991
Job Senior Director Business Development & Client Care at Optima Communications International
Industry Outsourcing/Offshoring
Experience
Optima Communications International Inc. 2008 - Present
Optima Communications International 2008 - 2013
Optima Communications International 1999 - 2008
AT&T Canada 1997 - 1999
Unitel 1992 - 1997
Royal Trust 1986 - 1991
Skills
PMP, Marketing Communications, Schulich School of..., York University, Customer Acquisition, Customer Service, Technical Support, Lead Generation, Customer Experience
Education
Memorial University of Newfoundland 1982 — 1986
Bachelor Of Arts, Psychology/Sociology
Mount Pearl Central High 1977 — 1981
Honors Graduate
Optima Communications International Inc. 2008 - Present
Optima Communications International 2008 - 2013
Optima Communications International 1999 - 2008
AT&T Canada 1997 - 1999
Unitel 1992 - 1997
Royal Trust 1986 - 1991
Skills
PMP, Marketing Communications, Schulich School of..., York University, Customer Acquisition, Customer Service, Technical Support, Lead Generation, Customer Experience
Education
Memorial University of Newfoundland 1982 — 1986
Bachelor Of Arts, Psychology/Sociology
Mount Pearl Central High 1977 — 1981
Honors Graduate
Cindy Harrett Cindy Harrett's Royal Trust Experience January 1988 - June 1992
Job Relationship Manager, CST Trust Company
Industry Financial Services
Experience
CST Trust Company September 2013 - Present
Canadian Stock Transfer Company November 2010 - Present
CIBC Mellon Trust Company April 2003 - October 2010
CIBC Mellon Trust Company January 2001 - March 2003
R-M Trust Company August 1997 - December 2000
R-M Trust Company July 1992 - July 1997
Royal Trust January 1988 - June 1992
Royal Trust Company August 1985 - December 1987
Skills
Financial Services, Management, Securities, Finance, Customer Service, Relationship Management
Education
Saint Mary's University
Commerce
The Institute of Canadian Bankers
Specialist, Corporate Trust Program
The Institute of Canadian Bankers
Specialist, Pension Trust Program
Nova Scotia Community College
Business Administration - Finance
CST Trust Company September 2013 - Present
Canadian Stock Transfer Company November 2010 - Present
CIBC Mellon Trust Company April 2003 - October 2010
CIBC Mellon Trust Company January 2001 - March 2003
R-M Trust Company August 1997 - December 2000
R-M Trust Company July 1992 - July 1997
Royal Trust January 1988 - June 1992
Royal Trust Company August 1985 - December 1987
Skills
Financial Services, Management, Securities, Finance, Customer Service, Relationship Management
Education
Saint Mary's University
Commerce
The Institute of Canadian Bankers
Specialist, Corporate Trust Program
The Institute of Canadian Bankers
Specialist, Pension Trust Program
Nova Scotia Community College
Business Administration - Finance
Michael Feldstein Michael Feldstein's Royal Trust Experience 1985 - 1992
Job IT Management and Outsourcing Consulting
Industry Information Technology and Services
Experience
Michael Feldstein Mgmt. Consulting June 2012 - Present
Canada Post May 2009 - May 2012
IBM February 2006 - April 2009
CGI January 2000 - October 2004
Bell Canada April 1997 - January 2000
Eaton Credit Corp. May 1992 - April 1997
Royal Trust 1985 - 1992
Bank of Montreal 1974 - 1985
CAE 1973 - November 1974
Skills
Telecommunications, IT Outsourcing, Program Management, Change Management, Process Improvement, Team Leadership, Project Management, Vendor Management, Business Analysis, Business Process..., Operations Management, Strategic Planning, Integration, Project Delivery, Project Planning, Team Building, Contract Negotiations, Enterprise Architecture, Outsourcing, Management, Governance, IT Strategy, Software Development, Information Technology, Performance Management, Consulting, Strategy, Leadership, Business Transformation, Project Portfolio..., IT Management
Education
McGill University 1975 — 1981
MBA, Strategy
Concordia University 1968 — 1973
B. Engineering, Electrical
Harvard Business School
Diploma, exec education
Michael Feldstein Mgmt. Consulting June 2012 - Present
Canada Post May 2009 - May 2012
IBM February 2006 - April 2009
CGI January 2000 - October 2004
Bell Canada April 1997 - January 2000
Eaton Credit Corp. May 1992 - April 1997
Royal Trust 1985 - 1992
Bank of Montreal 1974 - 1985
CAE 1973 - November 1974
Skills
Telecommunications, IT Outsourcing, Program Management, Change Management, Process Improvement, Team Leadership, Project Management, Vendor Management, Business Analysis, Business Process..., Operations Management, Strategic Planning, Integration, Project Delivery, Project Planning, Team Building, Contract Negotiations, Enterprise Architecture, Outsourcing, Management, Governance, IT Strategy, Software Development, Information Technology, Performance Management, Consulting, Strategy, Leadership, Business Transformation, Project Portfolio..., IT Management
Education
McGill University 1975 — 1981
MBA, Strategy
Concordia University 1968 — 1973
B. Engineering, Electrical
Harvard Business School
Diploma, exec education
Fred Francis Fred Francis's Royal Trust Experience June 1980 - December 2001
Job Senior Financial Executive With Broad Global Exposure
Industry Financial Services
Experience
GRSib Limited January 2008 - Present
North Star Capital Management Ltd. January 2008 - Present
RBC Dexia January 2005 - June 2007
RBC 2002 - 2005
Royal Trust June 1980 - December 2001
KPMG Peat Marwick June 1976 - June 1980
Skills
Asset Managment, Alternative Investments, Fixed Income, Equities, Securities, Hedge Funds, Mutual Funds, Asset Management, Corporate Finance, Portfolio Management, Trading, Banking, Risk Management, Capital Markets, Financial Markets, Derivatives, FX Options, Bonds, Structured Products, Options, Finance, Equity Derivatives, Investment Management, Foreign Exchange
Education
McGill University 1977 — 1980
Graduate Diploma in Public Accounting
Concordia University 1974 — 1977
Bachelor of Commerce, Business Administration and Computer Science
GRSib Limited January 2008 - Present
North Star Capital Management Ltd. January 2008 - Present
RBC Dexia January 2005 - June 2007
RBC 2002 - 2005
Royal Trust June 1980 - December 2001
KPMG Peat Marwick June 1976 - June 1980
Skills
Asset Managment, Alternative Investments, Fixed Income, Equities, Securities, Hedge Funds, Mutual Funds, Asset Management, Corporate Finance, Portfolio Management, Trading, Banking, Risk Management, Capital Markets, Financial Markets, Derivatives, FX Options, Bonds, Structured Products, Options, Finance, Equity Derivatives, Investment Management, Foreign Exchange
Education
McGill University 1977 — 1980
Graduate Diploma in Public Accounting
Concordia University 1974 — 1977
Bachelor of Commerce, Business Administration and Computer Science
Kelly Scott Kelly Scott's Royal Trust Experience 1984 - 1989
Job Sr Program Manager, MSP Program Office N America at TAPFIN, A Manpower Company
Industry Staffing and Recruiting
Experience
TAPFIN, A Manpower Company July 2010 - Present
Manpower July 2007 - July 2010
Manpower 1994 - July 2007
Royal Trust 1984 - 1989
Skills
Continuous Improvement, Program Management, Project Management, Business Development, Program Implementation, Account Management, Outsourcing, Vendor Management, Temporary Staffing, Recruiting, Training, Management, Performance Management, Talent Acquisition, CRM, Executive Search, Talent Management, Technical Recruiting, Human Resources, Staffing Services, Sourcing, Employee Relations, Process Improvement, PMO, Contract Recruitment, Applicant Tracking..., College Recruiting, Onboarding, Benefits Negotiation, Resource Management, Temporary Placement, Internet Recruiting, Interviews
Education
Fanshawe College 1994 — 1996
Oakridge Secondary School
TAPFIN, A Manpower Company July 2010 - Present
Manpower July 2007 - July 2010
Manpower 1994 - July 2007
Royal Trust 1984 - 1989
Skills
Continuous Improvement, Program Management, Project Management, Business Development, Program Implementation, Account Management, Outsourcing, Vendor Management, Temporary Staffing, Recruiting, Training, Management, Performance Management, Talent Acquisition, CRM, Executive Search, Talent Management, Technical Recruiting, Human Resources, Staffing Services, Sourcing, Employee Relations, Process Improvement, PMO, Contract Recruitment, Applicant Tracking..., College Recruiting, Onboarding, Benefits Negotiation, Resource Management, Temporary Placement, Internet Recruiting, Interviews
Education
Fanshawe College 1994 — 1996
Oakridge Secondary School
Raeanne (Stevens) McLean Raeanne (Stevens) McLean's Royal Trust Experience 1994 - 1998
Job Head, Governance at TD Securities, Strategic Initiatives
Industry Financial Services
Experience
TD Securities, Strategy and Regulatory Reform Transformation February 2013 - Present
RBC Dexia Investor Services December 2011 - February 2013
Macquarie, Banking & Financial Services, North America August 2010 - September 2011
Solutia SDO Ltd. April 2007 - July 2011
Macquarie Private Wealth January 2010 - February 2011
RBC Capital Markets July 2007 - April 2009
Manulife Financial February 2006 - March 2007
RBC Dominion Securities 2002 - 2004
RBC 1998 - 2002
Royal Trust 1994 - 1998
Skills
PMO, Business Change..., Transition Management, Strategic Planning, Cross-functional Team..., Management Consulting, Program Management, Complex Transactions, Team Leadership, Integration, Governance, Change Management, Stakeholder Management, Leadership, Management, Business Process, Strategy, Business Transformation, Project Management, CRM, Project Portfolio..., Business Development, Risk Management, Business Process..., IT Strategy
Education
University of Toronto 2014 — 2015
Risk Management - CRM Designation
Dalhousie University 2000 — 2004
MBA, Business Administration - Financial Services
TD Securities, Strategy and Regulatory Reform Transformation February 2013 - Present
RBC Dexia Investor Services December 2011 - February 2013
Macquarie, Banking & Financial Services, North America August 2010 - September 2011
Solutia SDO Ltd. April 2007 - July 2011
Macquarie Private Wealth January 2010 - February 2011
RBC Capital Markets July 2007 - April 2009
Manulife Financial February 2006 - March 2007
RBC Dominion Securities 2002 - 2004
RBC 1998 - 2002
Royal Trust 1994 - 1998
Skills
PMO, Business Change..., Transition Management, Strategic Planning, Cross-functional Team..., Management Consulting, Program Management, Complex Transactions, Team Leadership, Integration, Governance, Change Management, Stakeholder Management, Leadership, Management, Business Process, Strategy, Business Transformation, Project Management, CRM, Project Portfolio..., Business Development, Risk Management, Business Process..., IT Strategy
Education
University of Toronto 2014 — 2015
Risk Management - CRM Designation
Dalhousie University 2000 — 2004
MBA, Business Administration - Financial Services
Ted Nation Ted Nation's Royal Trust Experience 1979 - 1980
Job President & Partner, Yield Branding
Industry Marketing and Advertising
Experience
Yield 2004 - Present
Agensi 2004 - 2004
Goodgoll Curtis 1999 - 2003
J Walter Thompson 1982 - 1998
Ted Bates Advertising 1980 - 1982
Royal Trust 1979 - 1980
Skills
Integrated Marketing, Creative Strategy, Digital Strategy
Education
Université Louis Pasteur (Strasbourg I) 1978 — 1979
Dsef, Literature
McGill University 1974 — 1978
Bachelor of Arts (Hons), History
Upper Canada College 1965 — 1973
Ontario Secondary School Diploma, General
Yield 2004 - Present
Agensi 2004 - 2004
Goodgoll Curtis 1999 - 2003
J Walter Thompson 1982 - 1998
Ted Bates Advertising 1980 - 1982
Royal Trust 1979 - 1980
Skills
Integrated Marketing, Creative Strategy, Digital Strategy
Education
Université Louis Pasteur (Strasbourg I) 1978 — 1979
Dsef, Literature
McGill University 1974 — 1978
Bachelor of Arts (Hons), History
Upper Canada College 1965 — 1973
Ontario Secondary School Diploma, General
Janet Foucault Janet Foucault's Royal Trust Experience January 1996 - April 2001
Job Estate and Trust Representative at MD Financial Management | Gestion financière MD
Industry Financial Services
Experience
MD Financial Management Gestion financière MD January 2015 - Present
Investors Group Financial Services Inc. November 2003 - December 2014
Royal Trust January 1996 - April 2001
Royal Trust May 1986 - January 1996
Skills
Microsoft Excel, Office Management, Administrative..., Office Administration, Insurance, Investments, Banking, Mutual Funds, Risk Management, Financial Planning, Wealth Management
Education
McMaster University 1972 — 1973
West Park High School 1967 — 1971
MD Financial Management Gestion financière MD January 2015 - Present
Investors Group Financial Services Inc. November 2003 - December 2014
Royal Trust January 1996 - April 2001
Royal Trust May 1986 - January 1996
Skills
Microsoft Excel, Office Management, Administrative..., Office Administration, Insurance, Investments, Banking, Mutual Funds, Risk Management, Financial Planning, Wealth Management
Education
McMaster University 1972 — 1973
West Park High School 1967 — 1971
Bob Ryszkiewicz Bob Ryszkiewicz's Royal Trust Experience 1972 - 1975
Job
Industry Music
Experience
as an Independent Artist August 2005 - Present
PolyGram Records 1977 - 1979
Royal Trust 1972 - 1975
Skills
Music, Writing, Social Media, Songwriting, Music Industry, Editing, Entertainment, Creative Writing, Strategic Marketing..., Advertising, Recording, Studio Recording, Music Production
Education
Rhode Island College 1964 — 1968
B/A, English
University of Rhode Island
as an Independent Artist August 2005 - Present
PolyGram Records 1977 - 1979
Royal Trust 1972 - 1975
Skills
Music, Writing, Social Media, Songwriting, Music Industry, Editing, Entertainment, Creative Writing, Strategic Marketing..., Advertising, Recording, Studio Recording, Music Production
Education
Rhode Island College 1964 — 1968
B/A, English
University of Rhode Island
Patrick Reid, CFA Patrick Reid, CFA's Royal Trust Experience 1992 - 1995
Job Vice President, Corporate Development at Pilot Gold Limited
Industry Mining & Metals
Experience
Pilot Gold Limited April 2010 - Present
Fronteer Gold Inc October 2010 - April 2011
AGF Investments Inc. February 2004 - October 2010
Putnam Investments / Sceptre Investment Counsel February 2002 - February 2004
Talvest Fund Management September 1995 - February 2002
Royal Trust 1992 - 1995
Skills
Investments, Start-ups, Sales, Valuation, Equities, Mergers, Financial Modeling, Financial Analysis, Investor Relations, Risk Management, Financial Services, Exceptional mentor &..., Portfolio Management, Private Equity, Leadership, Mergers & Acquisitions
Education
CFA Institute 1994 — 1997
Chartered Financial Analyst (CFA), Finance
The University of British Columbia 1986 — 1991
BA, International Relations
Pilot Gold Limited April 2010 - Present
Fronteer Gold Inc October 2010 - April 2011
AGF Investments Inc. February 2004 - October 2010
Putnam Investments / Sceptre Investment Counsel February 2002 - February 2004
Talvest Fund Management September 1995 - February 2002
Royal Trust 1992 - 1995
Skills
Investments, Start-ups, Sales, Valuation, Equities, Mergers, Financial Modeling, Financial Analysis, Investor Relations, Risk Management, Financial Services, Exceptional mentor &..., Portfolio Management, Private Equity, Leadership, Mergers & Acquisitions
Education
CFA Institute 1994 — 1997
Chartered Financial Analyst (CFA), Finance
The University of British Columbia 1986 — 1991
BA, International Relations
Grant Rutherford Grant Rutherford's Royal Trust Experience October 1994 - October 1996
Job Associate Partner, Business Analytics & Strategy Finance, Risk & Fraud Global Business Services
Industry Financial Services
Experience
IBM Canada Ltd. March 2014 - Present
IBM Global Business Services October 2012 - Present
IBM Global Business Services June 2007 - October 2012
IBM Global Business Services June 2006 - June 2007
IBM Global Business Services July 2002 - June 2006
PwC Consulting July 1999 - June 2002
RBC Capital Markets 1998 - 1998
RBC Royal Mutual Funds October 1996 - September 1997
Royal Trust October 1994 - October 1996
Skills
Financial Services, Risk Management, Management Consulting, IFRS, Basel II, Business Process..., Business Analysis, Business Transformation, Management, Governance, Strategy, Business Process, PMO, IT Strategy, Enterprise Risk..., Portfolio Management, Outsourcing, Program Management, Business Process Design, Project Portfolio..., Consulting
Education
Ivey Business School at Western University 1997 — 1999
MBA
Western University 1990 — 1993
BA, Economics
Bayview Fairways PS
Thornlea SS
IBM Canada Ltd. March 2014 - Present
IBM Global Business Services October 2012 - Present
IBM Global Business Services June 2007 - October 2012
IBM Global Business Services June 2006 - June 2007
IBM Global Business Services July 2002 - June 2006
PwC Consulting July 1999 - June 2002
RBC Capital Markets 1998 - 1998
RBC Royal Mutual Funds October 1996 - September 1997
Royal Trust October 1994 - October 1996
Skills
Financial Services, Risk Management, Management Consulting, IFRS, Basel II, Business Process..., Business Analysis, Business Transformation, Management, Governance, Strategy, Business Process, PMO, IT Strategy, Enterprise Risk..., Portfolio Management, Outsourcing, Program Management, Business Process Design, Project Portfolio..., Consulting
Education
Ivey Business School at Western University 1997 — 1999
MBA
Western University 1990 — 1993
BA, Economics
Bayview Fairways PS
Thornlea SS
Karen Knowles's Royal Trust Experience January 1984 - May 1989
Job Office Manager at Larry Ryan & Associates
Industry Human Resources
Experience
Larry Ryan & Associates 2006 - Present
Karen Knowles Consulting 2002 - Present
Larry Ryan & Associates 2002 - Present
Van-Rob Stampings 2000 - 2002
CH2M Hill Canada 1999 - 2000
CIBC 1996 - 1997
CIBC 1992 - 1996
CIBC 1989 - 1992
Royal Trust January 1984 - May 1989
Skills
Performance Management, Employee Relations, Recruiting, Human Resources, HRIS, Interviews, HR Policies, Onboarding, Personnel Management, Microsoft Office, Training, Employee Benefits, Leadership, Coaching, Employee Engagement
Education
Seneca College of Applied Arts and Technology 1996 — 2001
CHRM, Certificate in Human Resource Management
University of Guelph
BASc, Consumer Studies
Larry Ryan & Associates 2006 - Present
Karen Knowles Consulting 2002 - Present
Larry Ryan & Associates 2002 - Present
Van-Rob Stampings 2000 - 2002
CH2M Hill Canada 1999 - 2000
CIBC 1996 - 1997
CIBC 1992 - 1996
CIBC 1989 - 1992
Royal Trust January 1984 - May 1989
Skills
Performance Management, Employee Relations, Recruiting, Human Resources, HRIS, Interviews, HR Policies, Onboarding, Personnel Management, Microsoft Office, Training, Employee Benefits, Leadership, Coaching, Employee Engagement
Education
Seneca College of Applied Arts and Technology 1996 — 2001
CHRM, Certificate in Human Resource Management
University of Guelph
BASc, Consumer Studies
Raymond Parent's Royal Trust Experience 1992 - 1995
Job Executive Officer Structured Finance & Projects Management at Broughton Capital Group
Industry Financial Services
Experience
Broughton Capital Group July 2012 - Present
PROBEUS Finance Corporation 1999 - Present
Whalen Béliveau 1995 - 1999
Royal Bank of Canada 1992 - 1995
Royal Trust 1992 - 1995
Laurentian 1986 - 1991
Skills
Corporate Finance, Mergers, Business Strategy, Management Consulting, Change Management, Investments, Private Equity, New Business Development, Start-ups, Business Planning, Mergers & Acquisitions
Education
Université Laval 1978 — 1980
Bachelor of Applied Science (B.A.Sc.), Economics
Broughton Capital Group July 2012 - Present
PROBEUS Finance Corporation 1999 - Present
Whalen Béliveau 1995 - 1999
Royal Bank of Canada 1992 - 1995
Royal Trust 1992 - 1995
Laurentian 1986 - 1991
Skills
Corporate Finance, Mergers, Business Strategy, Management Consulting, Change Management, Investments, Private Equity, New Business Development, Start-ups, Business Planning, Mergers & Acquisitions
Education
Université Laval 1978 — 1980
Bachelor of Applied Science (B.A.Sc.), Economics
Harriet Shenken's Royal Trust Experience 1986 - 1991
Job Vice President at Ipsos Reid
Industry Market Research
Experience
Ipsos Reid August 2001 - Present
Decision Resources/Kroll Associates May 2000 - August 2001
Canada Trust September 1991 - May 2000
Royal Trust 1986 - 1991
Skills
Segmentation, Survey Research, Questionnaire Design, Consumer Behaviour, Marketing Research, Customer Insight, Market Research
Education
McGill University
Master of Business Administration (M.B.A.)
Queen's University
Ph.D., Psychology
Ipsos Reid August 2001 - Present
Decision Resources/Kroll Associates May 2000 - August 2001
Canada Trust September 1991 - May 2000
Royal Trust 1986 - 1991
Skills
Segmentation, Survey Research, Questionnaire Design, Consumer Behaviour, Marketing Research, Customer Insight, Market Research
Education
McGill University
Master of Business Administration (M.B.A.)
Queen's University
Ph.D., Psychology
Karen McNeil Murdoch's Royal Trust Experience 1985 - 1991
Job AVP Talent Acquisition & Development at GreatWest Life/London Life/Canada Life
Industry Financial Services
Experience
Great-West Life / London Life / Canada Life July 2012 - Present
Great-West Life / London Life / Canada Life May 2011 - June 2012
Right Management September 2001 - May 2011
Avco Financial Services / CitiFinancial 1991 - 2001
Royal Trust 1985 - 1991
Skills
Employee Relations, Performance Management, Human Resources, Employee Engagement, Succession Planning, Onboarding, Recruiting, Talent Acquisition, Talent Management, Workforce Planning, Coaching, Change Management, Management, HRIS, Leadership, Organizational...
Education
University of Guelph
HBA, Psychology & Business Admin
Fanshawe College
Diploma, Human Resources
Great-West Life / London Life / Canada Life July 2012 - Present
Great-West Life / London Life / Canada Life May 2011 - June 2012
Right Management September 2001 - May 2011
Avco Financial Services / CitiFinancial 1991 - 2001
Royal Trust 1985 - 1991
Skills
Employee Relations, Performance Management, Human Resources, Employee Engagement, Succession Planning, Onboarding, Recruiting, Talent Acquisition, Talent Management, Workforce Planning, Coaching, Change Management, Management, HRIS, Leadership, Organizational...
Education
University of Guelph
HBA, Psychology & Business Admin
Fanshawe College
Diploma, Human Resources
Catherine Dine's Royal Trust Experience 1991 - 1994
Job President, Dine Discoveries
Industry Market Research
Experience
Dine Discoveries 2002 - Present
Market Probe Canada 1999 - 2001
Research Dimensions 1994 - 1999
Royal Trust 1991 - 1994
Elliott Research now Walker CSM 1989 - 1991
Market Facts now Synovate 1985 - 1989
Skills
Market Research, Focus Groups, Customer Insight, Quantitative Research, Marketing Research, Qualitative Research, Consumer Behaviour, Ethnography, Strategy, Analytics, Competitive Intelligence, Brand Equity, Segmentation, Market Intelligence, Survey Design, Advertising Research
Education
McMaster University 1985 — 1987
B.A., English
McMaster University 1981 — 1985
B.Comm, Marketing
Dine Discoveries 2002 - Present
Market Probe Canada 1999 - 2001
Research Dimensions 1994 - 1999
Royal Trust 1991 - 1994
Elliott Research now Walker CSM 1989 - 1991
Market Facts now Synovate 1985 - 1989
Skills
Market Research, Focus Groups, Customer Insight, Quantitative Research, Marketing Research, Qualitative Research, Consumer Behaviour, Ethnography, Strategy, Analytics, Competitive Intelligence, Brand Equity, Segmentation, Market Intelligence, Survey Design, Advertising Research
Education
McMaster University 1985 — 1987
B.A., English
McMaster University 1981 — 1985
B.Comm, Marketing
Stephen B Wong's Royal Trust Experience February 1997 - February 1998
Job senior analyst, open systems support at BMO Financial Group
Industry Banking
Experience
BMO Financial Group December 2012 - Present
BMO Financial Group November 2009 - November 2012
BMO Financial Group November 2005 - October 2009
BMO Financial Group November 2002 - October 2005
International Financial Data Services November 1999 - November 2002
AlphaQuest Capital Management February 1999 - October 1999
National Trust May 1998 - February 1999
Royal Trust February 1997 - February 1998
Skills
Leadership, Integration, ITIL, Analysis, Program Management, Software Documentation, Unix, Process Improvement, Business Intelligence, Risk Management, SDLC, Visio, Databases, Disaster Recovery, Requirements Analysis
Education
Heriot-Watt University 2001 — 2007
MBA, finance, economics, strategy, marketing, accounting, project management, risk management
The Canadian Securities Institute 1997 — 1997
The Canadian Securities Course
University of Toronto 1995 — 1997
undergraduate studies in philosophy and computer science
BMO Financial Group December 2012 - Present
BMO Financial Group November 2009 - November 2012
BMO Financial Group November 2005 - October 2009
BMO Financial Group November 2002 - October 2005
International Financial Data Services November 1999 - November 2002
AlphaQuest Capital Management February 1999 - October 1999
National Trust May 1998 - February 1999
Royal Trust February 1997 - February 1998
Skills
Leadership, Integration, ITIL, Analysis, Program Management, Software Documentation, Unix, Process Improvement, Business Intelligence, Risk Management, SDLC, Visio, Databases, Disaster Recovery, Requirements Analysis
Education
Heriot-Watt University 2001 — 2007
MBA, finance, economics, strategy, marketing, accounting, project management, risk management
The Canadian Securities Institute 1997 — 1997
The Canadian Securities Course
University of Toronto 1995 — 1997
undergraduate studies in philosophy and computer science
Christopher Bejnar's Royal Trust Experience 1993 - 1995
Job Sr. Sales Representative at Ahearn & Soper Inc.
Industry Information Technology and Services
Experience
Ahearn & Soper Inc. August 1999 - Present
International Properties Group 1994 - 1997
Royal Trust 1993 - 1995
Skills
Sales Management, Marketing Strategy, Access Control, Computer Hardware, Time Management, Project Management, Troubleshooting, Microsoft Office, Advertising, Wireless Networking
Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1987 — 1999
Business Administration
Humber College 1987 — 1991
Diploma in Technology, Precision Instrument Technology
Ahearn & Soper Inc. August 1999 - Present
International Properties Group 1994 - 1997
Royal Trust 1993 - 1995
Skills
Sales Management, Marketing Strategy, Access Control, Computer Hardware, Time Management, Project Management, Troubleshooting, Microsoft Office, Advertising, Wireless Networking
Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1987 — 1999
Business Administration
Humber College 1987 — 1991
Diploma in Technology, Precision Instrument Technology
Firdous Joosub's Royal Trust Experience January 1992 - February 1994
Job Director of Financial Planning and Operations Technology at IMAX
Industry Motion Pictures and Film
Experience
IMAX September 2013 - Present
Aviva Canada November 2010 - October 2012
Aviva Canada June 2008 - November 2010
Aviva Canada January 2006 - June 2008
Fidelity Investments June 2003 - January 2006
Manulife Financial March 2001 - June 2003
Manulife Financial April 1997 - March 2001
Manulife Financial April 1996 - April 1997
Manulife Financial February 1994 - April 1996
Royal Trust January 1992 - February 1994
Skills
Risk Management, Financial Analysis, Forecasting, Strategic Financial..., Financial Modeling, Strategy, Project Management, Budgets, Accounting, Cross-functional Team..., Management, Business Process, Business Intelligence, Leadership, Analysis, Finance, Managerial Finance, Business Strategy, Financial Planning, Insurance, Process Improvement, Business Process..., Business Analysis
Education
Schulich School of Management (York University)
MBA, Finance
Karachi University
M. Com, Accounting
York University - Schulich School of Business
M.B.A., Accounting and Finance
IMAX September 2013 - Present
Aviva Canada November 2010 - October 2012
Aviva Canada June 2008 - November 2010
Aviva Canada January 2006 - June 2008
Fidelity Investments June 2003 - January 2006
Manulife Financial March 2001 - June 2003
Manulife Financial April 1997 - March 2001
Manulife Financial April 1996 - April 1997
Manulife Financial February 1994 - April 1996
Royal Trust January 1992 - February 1994
Skills
Risk Management, Financial Analysis, Forecasting, Strategic Financial..., Financial Modeling, Strategy, Project Management, Budgets, Accounting, Cross-functional Team..., Management, Business Process, Business Intelligence, Leadership, Analysis, Finance, Managerial Finance, Business Strategy, Financial Planning, Insurance, Process Improvement, Business Process..., Business Analysis
Education
Schulich School of Management (York University)
MBA, Finance
Karachi University
M. Com, Accounting
York University - Schulich School of Business
M.B.A., Accounting and Finance
Pierre Giroux's Royal Trust Experience 1989 - 1993
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bank of America 2001 - 2007
Royal Trust 1989 - 1993
Education
University of Toronto 1961 — 1963
MBA, Finance
Carleton University 1957 — 1961
BComm, Economics
Bank of America 2001 - 2007
Royal Trust 1989 - 1993
Education
University of Toronto 1961 — 1963
MBA, Finance
Carleton University 1957 — 1961
BComm, Economics
David Nelson BBA, CFA, CMA, CFP, CLU's Royal Trust Experience 1994 - 1996
Job President, Charlton Private Wealth Management Inc. Dealing Representative, Privest Wealth Management Inc.
Industry Financial Services
Experience
New Westminster College 2012 - Present
Charlton Private Wealth Management Inc. 2006 - Present
Chartwell Asset Management Inc. July 2008 - January 2011
Great-West Life November 2001 - June 2008
CT Financial Assurance 1998 - 2000
Canada Trust 1997 - 1998
Royal Trust 1994 - 1996
KPMG 1990 - 1994
Skills
Integrated Wealth..., Private Wealth..., Estate Planning, Portfolio Management, Asset Management, Alternative Investments, Structured Finance, Investments, Retirement Planning, Financial Planning, Insurance, Wealth Management, Wealth Preservation, International Wealth..., Wealth Management..., Strategic Financial..., Retirement, Tax, Entrepreneurship, Wealth, Valuation, Asset Allocation, Equities, Investment Strategies, Banking, Financial Advisory, Income Tax, Financial Analysis, Trusts, Venture Capital, Finance, Financial Services, Financial Planners, Life Insurance, Investment Management, Mutual Funds, High Net Worth..., Investment Advisory, Securities, Fixed Income, Private Equity, Capital Markets, Corporate Finance, Hedge Funds, Financial Modeling
Education
Acadia University 1975 — 1978
BBA
New Westminster College 2012 - Present
Charlton Private Wealth Management Inc. 2006 - Present
Chartwell Asset Management Inc. July 2008 - January 2011
Great-West Life November 2001 - June 2008
CT Financial Assurance 1998 - 2000
Canada Trust 1997 - 1998
Royal Trust 1994 - 1996
KPMG 1990 - 1994
Skills
Integrated Wealth..., Private Wealth..., Estate Planning, Portfolio Management, Asset Management, Alternative Investments, Structured Finance, Investments, Retirement Planning, Financial Planning, Insurance, Wealth Management, Wealth Preservation, International Wealth..., Wealth Management..., Strategic Financial..., Retirement, Tax, Entrepreneurship, Wealth, Valuation, Asset Allocation, Equities, Investment Strategies, Banking, Financial Advisory, Income Tax, Financial Analysis, Trusts, Venture Capital, Finance, Financial Services, Financial Planners, Life Insurance, Investment Management, Mutual Funds, High Net Worth..., Investment Advisory, Securities, Fixed Income, Private Equity, Capital Markets, Corporate Finance, Hedge Funds, Financial Modeling
Education
Acadia University 1975 — 1978
BBA
William Beacham's Royal Trust Experience May 1993 - 1994
Job Investment Counselor at HSBC Investments (Canada)
Industry Investment Management
Experience
HSBC Asset Management June 2007 - Present
Scotia Cassels 2004 - 2007
RBC Private Counsel 1997 - 2003
RBC 1994 - 1997
Royal Trust May 1993 - 1994
Royal Trust May 1991 - April 1993
Royal Trust January 1991 - April 1991
Royal Trust 1990 - 1991
Skills
Alternative Investments, Portfolio Management, Asset Managment, Risk Management, Credit Analysis, Wealth Management, Hedge Funds, Asset Allocation, Investments, Equities, Asset Management, Investment Management, Investment Advisory, Fixed Income, Financial Analysis, Banking, Investment Strategies, Mutual Funds, Financial Risk, Wealth Management..., Due Diligence, High Net Worth..., Securities, Derivatives, Estate Planning, Capital Markets, Strategic Financial..., Private Banking, Structured Products, Bonds, Bloomberg, Financial Planning
Education
University of Ottawa 1987 — 1990
BCOMM, Finance
HSBC Asset Management June 2007 - Present
Scotia Cassels 2004 - 2007
RBC Private Counsel 1997 - 2003
RBC 1994 - 1997
Royal Trust May 1993 - 1994
Royal Trust May 1991 - April 1993
Royal Trust January 1991 - April 1991
Royal Trust 1990 - 1991
Skills
Alternative Investments, Portfolio Management, Asset Managment, Risk Management, Credit Analysis, Wealth Management, Hedge Funds, Asset Allocation, Investments, Equities, Asset Management, Investment Management, Investment Advisory, Fixed Income, Financial Analysis, Banking, Investment Strategies, Mutual Funds, Financial Risk, Wealth Management..., Due Diligence, High Net Worth..., Securities, Derivatives, Estate Planning, Capital Markets, Strategic Financial..., Private Banking, Structured Products, Bonds, Bloomberg, Financial Planning
Education
University of Ottawa 1987 — 1990
BCOMM, Finance
Matthew Pryce-Jones's Royal Trust Experience 2001 - 2003
Job Enterprise Change Manager at RBC
Industry Information Technology and Services
Experience
RBC November 2014 - Present
RBC Investor & Treasury Services May 2013 - October 2014
RBC Investor Services January 2013 - April 2013
RBCDexia January 2006 - December 2012
RBC February 2001 - December 2005
Royal Trust 2001 - 2003
Skills
Server Architecture, Requirements Gathering, SDLC, Business Requirements, Network Infrastructure, Requirements Analysis, Systems Analysis, Servers, Visio, User Acceptance Testing, Information Technology, PMO
Education
Oakville Trafalgar High School 1993 — 1996
diploma, 10-12
Sheridan College
RBC November 2014 - Present
RBC Investor & Treasury Services May 2013 - October 2014
RBC Investor Services January 2013 - April 2013
RBCDexia January 2006 - December 2012
RBC February 2001 - December 2005
Royal Trust 2001 - 2003
Skills
Server Architecture, Requirements Gathering, SDLC, Business Requirements, Network Infrastructure, Requirements Analysis, Systems Analysis, Servers, Visio, User Acceptance Testing, Information Technology, PMO
Education
Oakville Trafalgar High School 1993 — 1996
diploma, 10-12
Sheridan College
Alan Frew's Royal Trust Experience 1994 - 2000
Job VP at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon 2004 - Present
RCM 2000 - 2004
Royal Trust 1994 - 2000
Royal Trust 1989 - 1994
Skills
Equities, Portfolio Management, Hedge Funds, Investments, Derivatives, French, Market Data, Leadership, Migration Projects, Outsourcing, SEC filings, Client Billing, Vendor Relationships, Organizational..., Staff Development, Mentoring, Corporate Actions, Diversity, International Mobility, Process Improvement, Investment Valuation, Delegation, Operational Risk..., Internal Controls, Service Level Agreements, Communication Skills, Project Management, Management, Performance Measurement, Pricing, Data Management, Forwards, Futures, Reports, Presentation Development, RFP, Functional Requirements, Collaborative Problem..., GIPS Compliance, Issue Resolution, Back Office, Middle Office, Global Operations, Global Custody, Supervision, Service Delivery, Fund Accounting, Relationship Management, Business Analysis, Dual Citizenship
Education
Seneca College of Applied Arts and Technology
Bank of New York Mellon 2004 - Present
RCM 2000 - 2004
Royal Trust 1994 - 2000
Royal Trust 1989 - 1994
Skills
Equities, Portfolio Management, Hedge Funds, Investments, Derivatives, French, Market Data, Leadership, Migration Projects, Outsourcing, SEC filings, Client Billing, Vendor Relationships, Organizational..., Staff Development, Mentoring, Corporate Actions, Diversity, International Mobility, Process Improvement, Investment Valuation, Delegation, Operational Risk..., Internal Controls, Service Level Agreements, Communication Skills, Project Management, Management, Performance Measurement, Pricing, Data Management, Forwards, Futures, Reports, Presentation Development, RFP, Functional Requirements, Collaborative Problem..., GIPS Compliance, Issue Resolution, Back Office, Middle Office, Global Operations, Global Custody, Supervision, Service Delivery, Fund Accounting, Relationship Management, Business Analysis, Dual Citizenship
Education
Seneca College of Applied Arts and Technology
Pam Coburn's Royal Trust Experience March 1988 - December 1994
Job Owner at PDC Web Services
Industry Real Estate
Experience
Coldwell Banker Coburn Realty, Brokerage June 2015 - Present
PDC Web Services September 2007 - Present
Skate Canada June 1996 - January 2006
Stock Transportation September 1995 - June 1996
Royal Trust March 1988 - December 1994
Licenced Real Estate Salesperson May 1986 - February 1988
CNCP Telecommunications February 1985 - December 1985
Telesat Canada August 1980 - January 1985
Skills
Web Design, Digital Marketing, Content Strategy, Contract Negotiation, Sales, Market Research, Business Strategy, Web Content Management, HTML5, CSS3, JavaScript, PHP, WordPress, jQuery, SEO, Social Media Marketing, Email Marketing, Real Estate Transactions, Real Estate License
Education
La Salle University
Bachelor of Science in Business Administration, Marketing
Queen's University
Masters of Business Administration (1 semester)
University of Ottawa
Business Administration and Management
Coldwell Banker Coburn Realty, Brokerage June 2015 - Present
PDC Web Services September 2007 - Present
Skate Canada June 1996 - January 2006
Stock Transportation September 1995 - June 1996
Royal Trust March 1988 - December 1994
Licenced Real Estate Salesperson May 1986 - February 1988
CNCP Telecommunications February 1985 - December 1985
Telesat Canada August 1980 - January 1985
Skills
Web Design, Digital Marketing, Content Strategy, Contract Negotiation, Sales, Market Research, Business Strategy, Web Content Management, HTML5, CSS3, JavaScript, PHP, WordPress, jQuery, SEO, Social Media Marketing, Email Marketing, Real Estate Transactions, Real Estate License
Education
La Salle University
Bachelor of Science in Business Administration, Marketing
Queen's University
Masters of Business Administration (1 semester)
University of Ottawa
Business Administration and Management
Ralph Vandervoort's Royal Trust Experience December 1989 - January 1991
Job proprietor at V Group Financial
Industry Financial Services
Experience
V Group Financial January 1991 - Present
Hub Financial 2002 - 2013
Norwich Union 1991 - 2002
Royal Trust December 1989 - January 1991
Manulife Financial March 1987 - December 1988
Skills
Insurance, Strategic Planning, Management, Strategic Financial..., New Business Development, Business Development, Team Building, Training, Retirement Planning, Leadership, Small Business, Employee Benefits, Mutual Funds, Financial Advisory, Finance, Customer Service, Financial Planning, Team Leadership, Financial Services
Education
University of Guelph 1972 — 1976
BSC. (AGR), Agricultural and Resource Economics
Centennial Secondary 1967 — 1972
V Group Financial January 1991 - Present
Hub Financial 2002 - 2013
Norwich Union 1991 - 2002
Royal Trust December 1989 - January 1991
Manulife Financial March 1987 - December 1988
Skills
Insurance, Strategic Planning, Management, Strategic Financial..., New Business Development, Business Development, Team Building, Training, Retirement Planning, Leadership, Small Business, Employee Benefits, Mutual Funds, Financial Advisory, Finance, Customer Service, Financial Planning, Team Leadership, Financial Services
Education
University of Guelph 1972 — 1976
BSC. (AGR), Agricultural and Resource Economics
Centennial Secondary 1967 — 1972
Stephane Marchand's Royal Trust Experience September 1992 - December 1992
Job AnalystProgrammer Senior at CGI
Industry Computer Software
Experience
CGI October 2008 - Present
Isacsoft November 2004 - October 2008
CGI February 2003 - October 2004
Cognicase September 1993 - January 2003
Socadis January 1993 - September 1993
Royal Trust September 1992 - December 1992
Musicomptoir September 1991 - September 1992
Skills
C++, Java, SQL, C, C#, Programming, Visual Basic, XML, COBOL, HTML, Software Development, JavaScript, Oracle SQL, Web Applications, Oracle, Linux, Visual Studio, Software Design
Education
Delta College 1991 — 1992
CEC, Programmer-Analyst
Ahuntsic College 1983 — 1987
DEC, Specialization science
CGI October 2008 - Present
Isacsoft November 2004 - October 2008
CGI February 2003 - October 2004
Cognicase September 1993 - January 2003
Socadis January 1993 - September 1993
Royal Trust September 1992 - December 1992
Musicomptoir September 1991 - September 1992
Skills
C++, Java, SQL, C, C#, Programming, Visual Basic, XML, COBOL, HTML, Software Development, JavaScript, Oracle SQL, Web Applications, Oracle, Linux, Visual Studio, Software Design
Education
Delta College 1991 — 1992
CEC, Programmer-Analyst
Ahuntsic College 1983 — 1987
DEC, Specialization science
Louise (Speak) Kinsey's Royal Trust Experience May 1987 - August 1990
Job Director Implementations and Training
Industry Financial Services
Experience
Fidelity National Information Services January 2004 - Present
Fiserv CBS Worldwide 2003 - 2003
Canadian Imperial Bank of Commerce 1990 - 2003
Royal Trust May 1987 - August 1990
Skills
Software Project..., SDLC, Vendor Management, PMO, CRM, PMP, IT Management, Software Documentation, Training, Project Portfolio..., Business Requirements, Business Analysis, User Acceptance Testing, Change Management, Project Management, Program Management
Education
Syracuse University 1998 — 2003
Masters of Science, Telecommunications and Network Management
University of Guelph 1982 — 1985
Bachelor of Applied Science, Consumer Behavior
Fidelity National Information Services January 2004 - Present
Fiserv CBS Worldwide 2003 - 2003
Canadian Imperial Bank of Commerce 1990 - 2003
Royal Trust May 1987 - August 1990
Skills
Software Project..., SDLC, Vendor Management, PMO, CRM, PMP, IT Management, Software Documentation, Training, Project Portfolio..., Business Requirements, Business Analysis, User Acceptance Testing, Change Management, Project Management, Program Management
Education
Syracuse University 1998 — 2003
Masters of Science, Telecommunications and Network Management
University of Guelph 1982 — 1985
Bachelor of Applied Science, Consumer Behavior
Jodi Fichtner's Royal Trust Experience 1994 - 1994
Job Marketing Manager at Sunshine Coast Credit Union
Industry Marketing and Advertising
Experience
Sunshine Coast Credit Union March 2008 - Present
Industrial Alliance 2001 - 2008
Certified Management Accountants of BC 1997 - 2001
Royal Trust 1994 - 1994
Skills
Market Research, Marketing Communications, Marketing Management, CRM, Marketing Strategy
Education
Capilano University 1992 — 1997
Bachelor of Business Administration, Business & Marketing
The University of British Columbia / UBC
Internet Marketing
Sunshine Coast Credit Union March 2008 - Present
Industrial Alliance 2001 - 2008
Certified Management Accountants of BC 1997 - 2001
Royal Trust 1994 - 1994
Skills
Market Research, Marketing Communications, Marketing Management, CRM, Marketing Strategy
Education
Capilano University 1992 — 1997
Bachelor of Business Administration, Business & Marketing
The University of British Columbia / UBC
Internet Marketing
Kris Love's Royal Trust Experience 1992 - 1995
Job Senior Trust Officer, Solus Trust Company Limited
Industry Philanthropy
Experience
BC Cancer Foundation June 2004 - February 2014
RBC 1995 - 2000
Royal Trust 1992 - 1995
NatWest International Trust Corporation (Bahamas) Limited December 1988 - December 1991
Royal Trust 1982 - 1988
Skills
Philanthropy, Donor Relations, Fundraising, Stewardship, Planned Giving, Volunteer Management, Trusts, Fundraisers, Nonprofits, Community Development, Program Development, Community Engagement, Board Development, Leadership Development, Community Outreach
Education
St. Francis Xavier University 1999 — 2001
Diploma, Adult Education
Queen's University 1981 — 1982
BC Cancer Foundation June 2004 - February 2014
RBC 1995 - 2000
Royal Trust 1992 - 1995
NatWest International Trust Corporation (Bahamas) Limited December 1988 - December 1991
Royal Trust 1982 - 1988
Skills
Philanthropy, Donor Relations, Fundraising, Stewardship, Planned Giving, Volunteer Management, Trusts, Fundraisers, Nonprofits, Community Development, Program Development, Community Engagement, Board Development, Leadership Development, Community Outreach
Education
St. Francis Xavier University 1999 — 2001
Diploma, Adult Education
Queen's University 1981 — 1982
Deborah Hounsell's Royal Trust Experience 1995 - 1998
Job Actively seeking new opportunities in Financial Services, Marketing
Industry Financial Services
Experience
HSBC 2007 - 2008
CIBC Asset Management 2005 - 2006
RBC Royal Bank 2002 - 2004
CIBC 2000 - 2002
CIBC 1998 - 2000
Royal Trust 1995 - 1998
Skills
Financial Services, Mutual Funds, Strategy, Retail Banking, Cross-functional Team..., Management, Marketing Strategy
Education
University of Toronto
Canadian Direct Marketing Association Program
Centennial College 1984 — 1987
Business, Marketing
HSBC 2007 - 2008
CIBC Asset Management 2005 - 2006
RBC Royal Bank 2002 - 2004
CIBC 2000 - 2002
CIBC 1998 - 2000
Royal Trust 1995 - 1998
Skills
Financial Services, Mutual Funds, Strategy, Retail Banking, Cross-functional Team..., Management, Marketing Strategy
Education
University of Toronto
Canadian Direct Marketing Association Program
Centennial College 1984 — 1987
Business, Marketing
Phil McDowell's Royal Trust Experience 1983 - 1993
Job Broker at Phillip Allen McDowell
Industry Financial Services
Experience
Phillip Allen McDowell BC Broker August 2010 - Present
Mortgage Alliance-Mortgages Are Marvellous March 2010 - Present
Alberta Mortgage Brokers Association September 2006 - Present
Mortgage Alliance March 2004 - March 2010
RBC June 1994 - February 1997
Royal Trust 1983 - 1993
Skills
mortgage planning, Adult Education, Mentoring, Credit Analysis, Commercial Mortgages, Reverse Mortgages, Subject Matter Expert, AMBA Director, Certified Mortgage..., Residential Mortgages, Credit, Mortgage Lending, Mortgage Banking, Mortgage Marketing, Real Estate, Investment Properties, Loans, Investments, Debt Consolidation, Retail Banking, Mortgage Underwriting, Refinance, Portfolio Management, Home Equity Lines of..., Second Mortgages, Real Estate Financing, Construction Loans, Rates, Brokerage, Mortgage Brokers, Mortgage Servicing, Home Equity Loans, Lines Of Credit, First Time Home Buyers
Education
Mount Royal College 2006 — 2010
Adult Educator, Mortgages
Canadian Securities 1985 — 1985
Cerficiate course, Securities
University of Manitoba 1985 — 1985
Residential Appraising, Appraisal 101
Trust Companies Institute 1983 — 1985
STI, Trust
Uvic 1975 — 1976
Adult Educator, Mount Royal
Okanagan College 1972 — 1974
None, Arts
Phillip Allen McDowell BC Broker August 2010 - Present
Mortgage Alliance-Mortgages Are Marvellous March 2010 - Present
Alberta Mortgage Brokers Association September 2006 - Present
Mortgage Alliance March 2004 - March 2010
RBC June 1994 - February 1997
Royal Trust 1983 - 1993
Skills
mortgage planning, Adult Education, Mentoring, Credit Analysis, Commercial Mortgages, Reverse Mortgages, Subject Matter Expert, AMBA Director, Certified Mortgage..., Residential Mortgages, Credit, Mortgage Lending, Mortgage Banking, Mortgage Marketing, Real Estate, Investment Properties, Loans, Investments, Debt Consolidation, Retail Banking, Mortgage Underwriting, Refinance, Portfolio Management, Home Equity Lines of..., Second Mortgages, Real Estate Financing, Construction Loans, Rates, Brokerage, Mortgage Brokers, Mortgage Servicing, Home Equity Loans, Lines Of Credit, First Time Home Buyers
Education
Mount Royal College 2006 — 2010
Adult Educator, Mortgages
Canadian Securities 1985 — 1985
Cerficiate course, Securities
University of Manitoba 1985 — 1985
Residential Appraising, Appraisal 101
Trust Companies Institute 1983 — 1985
STI, Trust
Uvic 1975 — 1976
Adult Educator, Mount Royal
Okanagan College 1972 — 1974
None, Arts
Cynthia Mah's Royal Trust Experience September 2002 - October 2005
Job Accounts Receivable at Triton Digital
Industry Accounting
Experience
Triton Digital @ Triton Media Group December 2011 - Present
C&C Packing Inc. January 2010 - June 2011
RBC Dexia Investor Services March 2006 - December 2009
Royal Bank October 2005 - February 2006
Royal Trust September 2002 - October 2005
Encore Gourmet Food Corp. December 1999 - August 2002
Skills
Accounts Receivable, Accounts Payable, Invoicing, Financial Accounting, Cash Flow, Microsoft Excel, Accounting, Access, Financial Reporting, Auditing, Financial Analysis
Education
Dawson College 2002 — 2003
AEC, Finance
John Abbott College 2000 — 2002
AEC, Finance
Dawson College 1995 — 1998
DEC, Commerce
Triton Digital @ Triton Media Group December 2011 - Present
C&C Packing Inc. January 2010 - June 2011
RBC Dexia Investor Services March 2006 - December 2009
Royal Bank October 2005 - February 2006
Royal Trust September 2002 - October 2005
Encore Gourmet Food Corp. December 1999 - August 2002
Skills
Accounts Receivable, Accounts Payable, Invoicing, Financial Accounting, Cash Flow, Microsoft Excel, Accounting, Access, Financial Reporting, Auditing, Financial Analysis
Education
Dawson College 2002 — 2003
AEC, Finance
John Abbott College 2000 — 2002
AEC, Finance
Dawson College 1995 — 1998
DEC, Commerce
Valentine Jackson, PMP's Royal Trust Experience 1986 - 1988
Job Project Management/IT Management Professional
Industry Information Technology and Services
Experience
Fujitsu Canada Limited 2007 - 2012
Marsh Canada Ltd 1998 - 2007
Information Builders 1988 - 1998
Royal Trust 1986 - 1988
Walwyn 1983 - 1986
Walwyn Stodgell Cochran Murray 1983 - 1986
Skills
SDLC, Software Project..., IT Management, Business Intelligence, Data Warehousing
Education
McMaster University
BSc, Computer Science
Fujitsu Canada Limited 2007 - 2012
Marsh Canada Ltd 1998 - 2007
Information Builders 1988 - 1998
Royal Trust 1986 - 1988
Walwyn 1983 - 1986
Walwyn Stodgell Cochran Murray 1983 - 1986
Skills
SDLC, Software Project..., IT Management, Business Intelligence, Data Warehousing
Education
McMaster University
BSc, Computer Science
Paul St. Louis's Royal Trust Experience December 1992 - April 2000
Job VicePresident at Doherty & Associates Investment Counsel
Industry Investment Management
Experience
Doherty & Associates Investment Counsel October 2006 - Present
University of Ottawa Heart Institute Research Corporation 2006 - 2014
BMO Harris Private Banking May 2000 - September 2006
The Ottawa Hospital Foundation 2000 - 2006
Royal Trust December 1992 - April 2000
The Ottawa Civic Hospital Foundation 1997 - 2000
The Ottawa Hospital 1998 - 1999
Skills
Wealth Management, Estate Planning, Investments, Trusts, Wealth, Wealth Management..., Equities, Risk Management, Fixed Income, Investment Strategies, Relationship Management, High Net Worth..., Investment Advisory, Investment Management, Retirement Planning
Education
Queen's University 1981 — 1989
BA (Hons), MA, LLB, Political Studies, Law
Law Society of Upper Canada
JS Woodsworth SS
Doherty & Associates Investment Counsel October 2006 - Present
University of Ottawa Heart Institute Research Corporation 2006 - 2014
BMO Harris Private Banking May 2000 - September 2006
The Ottawa Hospital Foundation 2000 - 2006
Royal Trust December 1992 - April 2000
The Ottawa Civic Hospital Foundation 1997 - 2000
The Ottawa Hospital 1998 - 1999
Skills
Wealth Management, Estate Planning, Investments, Trusts, Wealth, Wealth Management..., Equities, Risk Management, Fixed Income, Investment Strategies, Relationship Management, High Net Worth..., Investment Advisory, Investment Management, Retirement Planning
Education
Queen's University 1981 — 1989
BA (Hons), MA, LLB, Political Studies, Law
Law Society of Upper Canada
JS Woodsworth SS
Jean Blouin's Royal Trust Experience 1986 - 1987
Job Viceprésident Refinancement à Caisse Centrale Desjardins
Industry Financial Services
Experience
Caisse Centrale Desjardins April 2009 - Present
Banque Nationale du Canada 2000 - 2009
Mouvement Desjardins October 1988 - January 2000
Mouvement Desjardins 1988 - 1995
Trust Général du Canada 1987 - 1988
Royal Trust 1986 - 1987
Skills
Gestion des risques, Analyse financière, Crédit, Analyste commercial
Education
2007 — 2007
Program on negociation for senior executives
2006 — 2006
Building, Leading, and Sustainingthe Innovative Organization
1983 — 1986
Bac, Administration, finance et marketing
Caisse Centrale Desjardins April 2009 - Present
Banque Nationale du Canada 2000 - 2009
Mouvement Desjardins October 1988 - January 2000
Mouvement Desjardins 1988 - 1995
Trust Général du Canada 1987 - 1988
Royal Trust 1986 - 1987
Skills
Gestion des risques, Analyse financière, Crédit, Analyste commercial
Education
2007 — 2007
Program on negociation for senior executives
2006 — 2006
Building, Leading, and Sustainingthe Innovative Organization
1983 — 1986
Bac, Administration, finance et marketing
Doug Keller-Hobson's Royal Trust Experience 1986 - 1993
Job Executive Director at Hope Air / Vols d'espoir
Industry Health, Wellness and Fitness
Experience
Hope Air / Vols d'espoir 2005 - Present
MedAction Health Group Inc. 1996 - 2005
Royal Bank of Canada - International 1993 - 1995
Royal Trust 1986 - 1993
Queen's University 1985 - 1986
Fraser & Beatty ( now Fraser Milner Casgrain LLP - Dentons) 1981 - 1986
Skills
Fundraising, Leadership, Event Planning, Volunteer Management, Community Development, Public Relations, Social Media, Research, Social Networking, Proposal Writing, Mergers & Acquisitions, Entrepreneurship, Leadership Development
Education
University of Ottawa 1977 — 1979
Law Degree (LL.B.)
Carleton University 1974 — 1976
Honours B.A. (2 years), History & Political Science
Hope Air / Vols d'espoir 2005 - Present
MedAction Health Group Inc. 1996 - 2005
Royal Bank of Canada - International 1993 - 1995
Royal Trust 1986 - 1993
Queen's University 1985 - 1986
Fraser & Beatty ( now Fraser Milner Casgrain LLP - Dentons) 1981 - 1986
Skills
Fundraising, Leadership, Event Planning, Volunteer Management, Community Development, Public Relations, Social Media, Research, Social Networking, Proposal Writing, Mergers & Acquisitions, Entrepreneurship, Leadership Development
Education
University of Ottawa 1977 — 1979
Law Degree (LL.B.)
Carleton University 1974 — 1976
Honours B.A. (2 years), History & Political Science
Darlene Pinto's Royal Trust Experience February 1986 - September 1995
Job Director, Human Resources at Canadian Centre on Substance Abuse (CCSA)
Industry Human Resources
Experience
Canadian Centre on Substance Abuse (CCSA) August 2012 - Present
G.T. Wholesale Limited October 2008 - August 2012
Royal Trust February 1986 - September 1995
Royal Trust 1986 - 1995
Westin Hotel - Ottawa September 1982 - February 1985
Quantum Managerment Services 1981 - 1983
Skills
Recruiting, Employee Benefits, Personnel Management, Temporary Placement, HR Policies, Performance Management, Succession Planning, Human Resources, Dispute Resolution, Project Management, Pay Equity, Workers' Compensation..., Employee Engagement, Employment Law, Occupational Health and..., Talent Acquisition, Deferred Compensation, Onboarding
Education
McGill University 1976 — 1979
B.A., Psychology
Marianopolis College 1974 — 1976
DEC, Social Sciences
Ste Agathe High
Canadian Centre on Substance Abuse (CCSA) August 2012 - Present
G.T. Wholesale Limited October 2008 - August 2012
Royal Trust February 1986 - September 1995
Royal Trust 1986 - 1995
Westin Hotel - Ottawa September 1982 - February 1985
Quantum Managerment Services 1981 - 1983
Skills
Recruiting, Employee Benefits, Personnel Management, Temporary Placement, HR Policies, Performance Management, Succession Planning, Human Resources, Dispute Resolution, Project Management, Pay Equity, Workers' Compensation..., Employee Engagement, Employment Law, Occupational Health and..., Talent Acquisition, Deferred Compensation, Onboarding
Education
McGill University 1976 — 1979
B.A., Psychology
Marianopolis College 1974 — 1976
DEC, Social Sciences
Ste Agathe High
Elaine Smallwood's Royal Trust Experience November 1984 - April 1985
Job Sales Representative at Royal Lepage
Industry Real Estate
Experience
Royal Lepage December 1989 - Present
Cold Lake April 1985 - March 1987
Royal Trust November 1984 - April 1985
Skills
Real Estate, Residential, Condos, Sellers, Selling, Buying, Home, Realty, Negotiation, Home Staging, First Time Home Buyers, Purchase, Referrals, New Home Sales, First Time Buyers, Purchasing, Relocations, Resale, Relocation, Customer Service, Seniors, Listings, Luxury, Microsoft Office, Advertising, Staging, Townhomes, Brokerage, Real Property, Buyers, Buyer Representation, Single Family Homes, Resellers, Sales, Residential Homes
Education
St. Lawrence College 1978 — 1983
Human Resources Management/Personnel Administration, General
Colonel By Secondary School 1972 — 1977
Royal Lepage December 1989 - Present
Cold Lake April 1985 - March 1987
Royal Trust November 1984 - April 1985
Skills
Real Estate, Residential, Condos, Sellers, Selling, Buying, Home, Realty, Negotiation, Home Staging, First Time Home Buyers, Purchase, Referrals, New Home Sales, First Time Buyers, Purchasing, Relocations, Resale, Relocation, Customer Service, Seniors, Listings, Luxury, Microsoft Office, Advertising, Staging, Townhomes, Brokerage, Real Property, Buyers, Buyer Representation, Single Family Homes, Resellers, Sales, Residential Homes
Education
St. Lawrence College 1978 — 1983
Human Resources Management/Personnel Administration, General
Colonel By Secondary School 1972 — 1977
Brian McPhedran's Royal Trust Experience May 1988 - October 1991
Job Global Information Security Office at Aegon
Industry Insurance
Experience
Aegon March 2014 - Present
AEGON Canada / Transamerica February 2009 - March 2014
Aegon Canada May 2004 - February 2009
Sun Life Financial October 1999 - May 2001
Intria HP 1998 - 1999
CIBC 1993 - 1999
Royal Trust May 1988 - October 1991
Aetna Life Insurance February 1981 - October 1987
Inglis Ltd 1977 - 1981
Aquila BST October 1971 - November 1977
Skills
Enterprise Risk..., Business Continuity, Information Security, Risk Management, Sarbanes-Oxley Act, Risk Assessment, Disaster Recovery, Financial Risk, Insurance, IT Strategy, Corporate Governance, ITIL, Information Security..., Data Center, Security, Outsourcing, Strategy, Management, Information Technology, Business Process, IT Audit, Infrastructure
Education
The University of Western Ontario - Richard Ivey School of Business 1996 — 1996
Ivey Business School - Executive Program
Aegon March 2014 - Present
AEGON Canada / Transamerica February 2009 - March 2014
Aegon Canada May 2004 - February 2009
Sun Life Financial October 1999 - May 2001
Intria HP 1998 - 1999
CIBC 1993 - 1999
Royal Trust May 1988 - October 1991
Aetna Life Insurance February 1981 - October 1987
Inglis Ltd 1977 - 1981
Aquila BST October 1971 - November 1977
Skills
Enterprise Risk..., Business Continuity, Information Security, Risk Management, Sarbanes-Oxley Act, Risk Assessment, Disaster Recovery, Financial Risk, Insurance, IT Strategy, Corporate Governance, ITIL, Information Security..., Data Center, Security, Outsourcing, Strategy, Management, Information Technology, Business Process, IT Audit, Infrastructure
Education
The University of Western Ontario - Richard Ivey School of Business 1996 — 1996
Ivey Business School - Executive Program
Ann Desaulniers's Royal Trust Experience February 1980 - November 1989
Job Facilities Manager at North Shore Credit Union
Industry Banking
Experience
North Shore Credit Union June 1990 - Present
Royal Trust February 1980 - November 1989
Education
British Columbia Institute of Technology 1985 — 1998
Business, Marketing, Property Management
North Shore Credit Union June 1990 - Present
Royal Trust February 1980 - November 1989
Education
British Columbia Institute of Technology 1985 — 1998
Business, Marketing, Property Management
Maurice Pallone's Royal Trust Experience July 1988 - December 1988
Job Senior Wealth Management Advisor at Rothenberg Capital Management
Industry Financial Services
Experience
Rothenberg Capital Management December 1988 - Present
Royal Trust July 1988 - December 1988
Skills
Investments, Investment Strategies, Financial Advisory, Wealth Management..., Equities, Retirement, Securities, Wealth Management, Bonds, Portfolio Management, Mutual Funds, Finance, Investment Advisory, Financial Planning
Education
Concordia University 1986 — 1988
BComm, Finance
Rothenberg Capital Management December 1988 - Present
Royal Trust July 1988 - December 1988
Skills
Investments, Investment Strategies, Financial Advisory, Wealth Management..., Equities, Retirement, Securities, Wealth Management, Bonds, Portfolio Management, Mutual Funds, Finance, Investment Advisory, Financial Planning
Education
Concordia University 1986 — 1988
BComm, Finance
Marlena Quan's Royal Trust Experience January 1988 - December 2000
Job Financial Sales Professional, Coach and Mentor
Industry Financial Services
Experience
Sunlife Financial January 2002 - March 2015
Dynamic Mutual funds January 2001 - December 2001
Royal Trust January 1988 - December 2000
Skills
Mutual Funds, Wealth Management, Investments, Critical Illness, Financial Advisory, Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Finance, Estate Planning, Disability Insurance, Retirement, Segregated Funds, Long-term Care, Fixed Annuities, Investment Strategies, Retirement Savings, Financial Planners, Employee Benefits, Wealth, Asset Allocation, Financial Services, Portfolio Management, Investment Advisory, High Net Worth..., Asset Management, Income Protection, Securities, Wealth Management..., Mortgage Lending, Savings, Outstanding..., Wealth Preservation..., Term Life Insurance, Relationship Management, Long Term Care Insurance, Wealth Accumulation, Personal Financial..., Investment Management, Personal Finance, Pensions, Certified Financial..., Residential Mortgages, Fixed Income, Universal Life, RRSP, Financial Risk, Key Person Insurance, Equities
Education
The University of British Columbia 1979 — 1984
Commerce, Finance & Urban Land Economics
Sunlife Financial January 2002 - March 2015
Dynamic Mutual funds January 2001 - December 2001
Royal Trust January 1988 - December 2000
Skills
Mutual Funds, Wealth Management, Investments, Critical Illness, Financial Advisory, Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Finance, Estate Planning, Disability Insurance, Retirement, Segregated Funds, Long-term Care, Fixed Annuities, Investment Strategies, Retirement Savings, Financial Planners, Employee Benefits, Wealth, Asset Allocation, Financial Services, Portfolio Management, Investment Advisory, High Net Worth..., Asset Management, Income Protection, Securities, Wealth Management..., Mortgage Lending, Savings, Outstanding..., Wealth Preservation..., Term Life Insurance, Relationship Management, Long Term Care Insurance, Wealth Accumulation, Personal Financial..., Investment Management, Personal Finance, Pensions, Certified Financial..., Residential Mortgages, Fixed Income, Universal Life, RRSP, Financial Risk, Key Person Insurance, Equities
Education
The University of British Columbia 1979 — 1984
Commerce, Finance & Urban Land Economics
Paul Milton's Royal Trust Experience May 1994 - May 1996
Job Financial Planning Advisor at Assante Financial Management
Industry Financial Services
Experience
Assante Financial Management Financial AdvisorAssante Financial ManagementSeptember 2001 - Present
Loring Ward/Aassante January 1997 - September 2001
Bank Of Montreal July 1994 - December 1996
Royal Trust May 1994 - May 1996
Royal Trust May 1986 - May 1994
London Life January 1983 - May 1986
Skills
Mutual Funds, Wealth Management, Investments, Finance
Education
Bishop's University 1978 — 1982
BBA, Marketing/Finance
St, Jonhs Ravenscourt 1969 — 1978
High School
Assante Financial Management Financial AdvisorAssante Financial ManagementSeptember 2001 - Present
Loring Ward/Aassante January 1997 - September 2001
Bank Of Montreal July 1994 - December 1996
Royal Trust May 1994 - May 1996
Royal Trust May 1986 - May 1994
London Life January 1983 - May 1986
Skills
Mutual Funds, Wealth Management, Investments, Finance
Education
Bishop's University 1978 — 1982
BBA, Marketing/Finance
St, Jonhs Ravenscourt 1969 — 1978
High School
Bill Shane's Royal Trust Experience June 1990 - December 1993
Job Chief Operating Officer at Weed Man
Industry Consumer Services
Experience
Weed Man January 1994 - Present
Royal Trust June 1990 - December 1993
Skills
Strategic Planning, Team Building, Public Speaking, Coaching, Budgeting, Budgets, Customer Service, Business Planning, Sales Management, Customer Satisfaction, Sales, Team Leadership, Operations Management, Leadership, New Business Development, Contract Negotiation, Strategy, Telecommunications, Small Business, Entrepreneurship, Start-ups, P&L Management, Project Management, Leadership Development, Management, Account Management, Executive Management
Education
University of Ottawa / Université d'Ottawa 1986 — 1991
Economics, History
Weed Man January 1994 - Present
Royal Trust June 1990 - December 1993
Skills
Strategic Planning, Team Building, Public Speaking, Coaching, Budgeting, Budgets, Customer Service, Business Planning, Sales Management, Customer Satisfaction, Sales, Team Leadership, Operations Management, Leadership, New Business Development, Contract Negotiation, Strategy, Telecommunications, Small Business, Entrepreneurship, Start-ups, P&L Management, Project Management, Leadership Development, Management, Account Management, Executive Management
Education
University of Ottawa / Université d'Ottawa 1986 — 1991
Economics, History
Heli Leesment's Royal Trust Experience September 2000 - September 2002
Job Financial Services Compliance Executive
Industry Financial Services
Experience
Citi June 2013 - Present
RBC November 2009 - May 2013
RBC January 2005 - October 2009
RBC September 2002 - January 2005
RBC Funds Inc. April 2001 - September 2002
Royal Trust September 2000 - September 2002
Royal Trust March 1999 - September 2000
Royal Trust July 1998 - December 1998
Mills & Mills LLP June 1997 - June 1998
Skills
Regulatory Compliance, AML, Compliance Oversight, Risk Management, Leadership, Risk Assessment, Banking, Strategy, Retail Banking, Operational Risk, Internal Controls, Management, Program Management, Operational Risk..., Anti Money Laundering, Due Diligence, Financial Services, Financial Risk
Education
University of Windsor 1994 — 1997
Bachelor of Laws (LL.B.), Law
McGill University 1990 — 1993
Bachelor of Arts (B.A.), Russian Studies and French Literature (Joint Honours)
York Mills
York Mills
Citi June 2013 - Present
RBC November 2009 - May 2013
RBC January 2005 - October 2009
RBC September 2002 - January 2005
RBC Funds Inc. April 2001 - September 2002
Royal Trust September 2000 - September 2002
Royal Trust March 1999 - September 2000
Royal Trust July 1998 - December 1998
Mills & Mills LLP June 1997 - June 1998
Skills
Regulatory Compliance, AML, Compliance Oversight, Risk Management, Leadership, Risk Assessment, Banking, Strategy, Retail Banking, Operational Risk, Internal Controls, Management, Program Management, Operational Risk..., Anti Money Laundering, Due Diligence, Financial Services, Financial Risk
Education
University of Windsor 1994 — 1997
Bachelor of Laws (LL.B.), Law
McGill University 1990 — 1993
Bachelor of Arts (B.A.), Russian Studies and French Literature (Joint Honours)
York Mills
York Mills
Lee Cummings's Royal Trust Experience 1986 - 1992
Job Vice President and Investment Counsellor at RBC Phillips Hager & North Investment Counsel
Industry Investment Management
Experience
RBC Phillips Hager & North Investment Counsel September 2000 - Present
CT Private Investment Counsel Inc 1992 - 2000
Royal Trust 1986 - 1992
Skills
Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Investments, Investment Strategies, Alternative Investments, Portfolio Management, High Net Worth..., Asset Management, ETFs, Investment Management, Fixed Income, Equities, Wealth Management..., Retirement Planning
Education
University of Alberta
Economics
RBC Phillips Hager & North Investment Counsel September 2000 - Present
CT Private Investment Counsel Inc 1992 - 2000
Royal Trust 1986 - 1992
Skills
Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Investments, Investment Strategies, Alternative Investments, Portfolio Management, High Net Worth..., Asset Management, ETFs, Investment Management, Fixed Income, Equities, Wealth Management..., Retirement Planning
Education
University of Alberta
Economics
Brian Altwasser's Royal Trust Experience November 1995 - May 2003
Job Associate Director, Estates and Trusts at University of British Columbia
Industry Higher Education
Experience
University of British Columbia June 2003 - Present
Royal Trust November 1995 - May 2003
Skills
Trusts, Estate Planning, Philanthropy, Planned Giving, Estate Administration, Charities, Estate Law, Fundraising, Stewardship, Board Development, Nonprofits, Volunteer Management, Program Development
Education
The University of British Columbia 1982 — 1984
Master of Business Administration (M.B.A.), International Business
Carleton University
Bachelor of Commerce (B.Com.), Finance and Economics
Ryerson University
Bachelor of Applied Arts, Film/Cinema/Video Studies, First Class
University of British Columbia June 2003 - Present
Royal Trust November 1995 - May 2003
Skills
Trusts, Estate Planning, Philanthropy, Planned Giving, Estate Administration, Charities, Estate Law, Fundraising, Stewardship, Board Development, Nonprofits, Volunteer Management, Program Development
Education
The University of British Columbia 1982 — 1984
Master of Business Administration (M.B.A.), International Business
Carleton University
Bachelor of Commerce (B.Com.), Finance and Economics
Ryerson University
Bachelor of Applied Arts, Film/Cinema/Video Studies, First Class
Craig Stanford's Royal Trust Experience 1994 - 1996
Job Managing Director, Portfolio Manager at TriVest Wealth Counsel Ltd.
Industry Investment Management
Experience
TriVest Wealth Counsel Ltd. 2009 - Present
Brickburn Asset Management Inc. 2007 - 2009
Cypress Capital Management Ltd 2005 - 2007
Mawer Investment Management Ltd. 1999 - 2005
RBC Royal Bank 1996 - 1999
Royal Trust 1994 - 1996
RBC Royal Bank 1990 - 1994
Skills
Equities, Capital Markets, Portfolio Management, Management, Investments, Private Equity, Valuation, Investment Management, Investment Banking, Investment Strategies
Education
CFA Institute
CFA
University of Alberta 1988 — 1990
MBA
University of Alberta 1984 — 1988
B.Sc.
TriVest Wealth Counsel Ltd. 2009 - Present
Brickburn Asset Management Inc. 2007 - 2009
Cypress Capital Management Ltd 2005 - 2007
Mawer Investment Management Ltd. 1999 - 2005
RBC Royal Bank 1996 - 1999
Royal Trust 1994 - 1996
RBC Royal Bank 1990 - 1994
Skills
Equities, Capital Markets, Portfolio Management, Management, Investments, Private Equity, Valuation, Investment Management, Investment Banking, Investment Strategies
Education
CFA Institute
CFA
University of Alberta 1988 — 1990
MBA
University of Alberta 1984 — 1988
B.Sc.
Michel Levasseur's Royal Trust Experience October 2006 - June 2007
Job VPFinance & Adm. at Vortex Aquatic Structures International
Industry Construction
Experience
Vortex Aquatic Structures International September 2011 - Present
Groupe Dumoulin Electronique Inc. September 2010 - August 2011
Fieldturf Tarkett Inc. August 2009 - February 2010
Fieldturf Inc. October 1998 - July 2009
Royal Trust October 2006 - June 2007
Ovale Lincoln Mercury Inc. September 1989 - February 1998
OE Inc July 1987 - September 1989
KPMG Peat Marwick 1984 - 1986
KPMG 1984 - 1986
Skills
Financial Analysis, Management, Strategic Planning, Leadership, Finance, Budgets, Financial Reporting, Mergers & Acquisitions, Strategy
Education
Concordia University 1980 — 1984
BA, Diploma Accountancy, Accountancy
Concordia University
Accounting
Vortex Aquatic Structures International September 2011 - Present
Groupe Dumoulin Electronique Inc. September 2010 - August 2011
Fieldturf Tarkett Inc. August 2009 - February 2010
Fieldturf Inc. October 1998 - July 2009
Royal Trust October 2006 - June 2007
Ovale Lincoln Mercury Inc. September 1989 - February 1998
OE Inc July 1987 - September 1989
KPMG Peat Marwick 1984 - 1986
KPMG 1984 - 1986
Skills
Financial Analysis, Management, Strategic Planning, Leadership, Finance, Budgets, Financial Reporting, Mergers & Acquisitions, Strategy
Education
Concordia University 1980 — 1984
BA, Diploma Accountancy, Accountancy
Concordia University
Accounting
Jennifer Kan's Royal Trust Experience 1998 - 2001
Job Account Manager at TransAlta
Industry Utilities
Experience
TransAlta 2013 - Present
TransAlta 2008 - April 2013
UBS Commodities Canada 2005 - 2008
ENMAX 2002 - 2004
Royal Trust 1998 - 2001
Skills
Commodity Markets, Energy Markets, Business Analysis, Energy, Commodity, Risk Management, Trading, Mergers & Acquisitions, Business Process..., Natural Gas, Power Generation, Project Coordination, Finance, Team-oriented, Back Office, Process Improvement, Team Leadership, Electricity Markets, deal management
Education
The University of Calgary
Master of Business Administration (MBA)
University of Alberta
Bachelor of Science (B.Sc.)
TransAlta 2013 - Present
TransAlta 2008 - April 2013
UBS Commodities Canada 2005 - 2008
ENMAX 2002 - 2004
Royal Trust 1998 - 2001
Skills
Commodity Markets, Energy Markets, Business Analysis, Energy, Commodity, Risk Management, Trading, Mergers & Acquisitions, Business Process..., Natural Gas, Power Generation, Project Coordination, Finance, Team-oriented, Back Office, Process Improvement, Team Leadership, Electricity Markets, deal management
Education
The University of Calgary
Master of Business Administration (MBA)
University of Alberta
Bachelor of Science (B.Sc.)
David Nicoll's Royal Trust Experience February 1998 - November 2002
Job Senior Consultant at CGI
Industry Financial Services
Experience
CGI April 2010 - Present
RBC Dexia Investor Services March 2007 - November 2009
RBC November 2002 - February 2007
Royal Trust February 1998 - November 2002
Royal Trust October 1997 - February 1998
Noteable! July 1996 - October 1997
Skills
Integration, SOA, Customer Relations, Lotus Notes, Application Development, Software Development, Customer Service, CRM, SDLC, SharePoint, Requirements Gathering, Oracle, SQL, Business Analysis, IT Strategy, Solution Architecture, Business Requirements, Websphere, Data Warehousing, Microsoft SQL Server, ETL, .NET, Software Project..., Requirements Analysis, Agile Methodologies, Data Modeling, Enterprise Architecture, Systems Analysis, Business Intelligence
Education
Queen's University 1992 — 1996
BScH, Computers and Information Science
CGI April 2010 - Present
RBC Dexia Investor Services March 2007 - November 2009
RBC November 2002 - February 2007
Royal Trust February 1998 - November 2002
Royal Trust October 1997 - February 1998
Noteable! July 1996 - October 1997
Skills
Integration, SOA, Customer Relations, Lotus Notes, Application Development, Software Development, Customer Service, CRM, SDLC, SharePoint, Requirements Gathering, Oracle, SQL, Business Analysis, IT Strategy, Solution Architecture, Business Requirements, Websphere, Data Warehousing, Microsoft SQL Server, ETL, .NET, Software Project..., Requirements Analysis, Agile Methodologies, Data Modeling, Enterprise Architecture, Systems Analysis, Business Intelligence
Education
Queen's University 1992 — 1996
BScH, Computers and Information Science
Elijah Rawlyk's Royal Trust Experience December 1997 - January 1998
Job VP Institutional Sales & Client Service at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets August 2011 - Present
State Street Global Markets July 2007 - August 2011
State Street January 2000 - July 2007
State Street January 1998 - January 2000
Royal Trust December 1997 - January 1998
Skills
Equities, Fixed Income, Asset Managment, Capital Markets, Relationship Management, Financial Analysis, Asset Management, Financial Risk, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Derivatives, Middle Office, Risk Management, Global Custody, Electronic Trading, Financial Services, Bloomberg, Financial Markets
Education
CFA Institute
CFA Charter
McGill University
Microsoft
Microsoft Certified Systems Engineer
State Street Global Markets August 2011 - Present
State Street Global Markets July 2007 - August 2011
State Street January 2000 - July 2007
State Street January 1998 - January 2000
Royal Trust December 1997 - January 1998
Skills
Equities, Fixed Income, Asset Managment, Capital Markets, Relationship Management, Financial Analysis, Asset Management, Financial Risk, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Derivatives, Middle Office, Risk Management, Global Custody, Electronic Trading, Financial Services, Bloomberg, Financial Markets
Education
CFA Institute
CFA Charter
McGill University
Microsoft
Microsoft Certified Systems Engineer
Peter Welgan's Royal Trust Experience 1986 - 1990
Job Account Executive at SHI
Industry Information Technology and Services
Experience
SHI Canada 1996 - Present
Egghead Software 1990 - 1996
Royal Trust 1986 - 1990
Skills
Solution Selling, SaaS, Enterprise Software, Account Management, Direct Sales, Sales Process
Education
McGill University
Bachelor of Commerce (BCom), Marketing
Vanier College
Business Administration Diploma
SHI Canada 1996 - Present
Egghead Software 1990 - 1996
Royal Trust 1986 - 1990
Skills
Solution Selling, SaaS, Enterprise Software, Account Management, Direct Sales, Sales Process
Education
McGill University
Bachelor of Commerce (BCom), Marketing
Vanier College
Business Administration Diploma
William Cawker's Royal Trust Experience 1988 - 1991
Job Corporate & Retail Advisory, Bus. Dvlpt. & Communications
Industry Marketing and Advertising
Experience
Contagious Gaming December 2014 - Present
0748004 BC LTD. May 2006 - Present
Econveyance.com from OneMove Technologies Inc. February 2009 - December 2012
"NBF" National Bank Financial - PI Financial Corp. 1998 - 2005
C.M. Oliver & Company 1992 - 1998
Royal Trust 1988 - 1991
McDermid St. Lawrence & Cdn Int'l Jefferson Securities 1984 - 1988
Brendan Wood Tutsch 1983 - 1984
Skills
Investments, Due Diligence, Lead Generation, Start-ups, Venture Capital, Private Equity, Investor Relations, Entrepreneurship, Strategy, Mergers & Acquisitions, Business Development, Real Estate, Business Strategy, Finance, Selling, Real Estate Transactions, Corporate Finance, CRM, Corporate Law, New Business Development, Strategic Financial..., Executive Management, Corporate Development, Portfolio Management, IPO, Securities, Valuation, Asset Management, Financial Structuring, Insurance, Financial Modeling, Funding, Real Estate Economics, Investment Strategies, Alternative Investments, Restructuring, Capital Markets, Real Estate Financing, Equities, Investment Advisory, Investment Banking, Disposition, Hedge Funds, Equity Research, Project Finance, Trading, Bonds, Private Placements, Wealth Management, Financial Planning
Education
The University of British Columbia 1978 — 1983
B.A., Canadian-US Economics & History
Contagious Gaming December 2014 - Present
0748004 BC LTD. May 2006 - Present
Econveyance.com from OneMove Technologies Inc. February 2009 - December 2012
"NBF" National Bank Financial - PI Financial Corp. 1998 - 2005
C.M. Oliver & Company 1992 - 1998
Royal Trust 1988 - 1991
McDermid St. Lawrence & Cdn Int'l Jefferson Securities 1984 - 1988
Brendan Wood Tutsch 1983 - 1984
Skills
Investments, Due Diligence, Lead Generation, Start-ups, Venture Capital, Private Equity, Investor Relations, Entrepreneurship, Strategy, Mergers & Acquisitions, Business Development, Real Estate, Business Strategy, Finance, Selling, Real Estate Transactions, Corporate Finance, CRM, Corporate Law, New Business Development, Strategic Financial..., Executive Management, Corporate Development, Portfolio Management, IPO, Securities, Valuation, Asset Management, Financial Structuring, Insurance, Financial Modeling, Funding, Real Estate Economics, Investment Strategies, Alternative Investments, Restructuring, Capital Markets, Real Estate Financing, Equities, Investment Advisory, Investment Banking, Disposition, Hedge Funds, Equity Research, Project Finance, Trading, Bonds, Private Placements, Wealth Management, Financial Planning
Education
The University of British Columbia 1978 — 1983
B.A., Canadian-US Economics & History
Ron Findley's Royal Trust Experience June 1985 - November 1986
Job Assistant Vice President, Toronto Mortgage Investments at GreatWest Life
Industry Financial Services
Experience
Great-West Life December 2003 - Present
The Canada Life Assurance Company November 1986 - January 2004
Royal Trust June 1985 - November 1986
Skills
Commercial Mortgages, Asset Managment, Real Estate, Valuation, Financial Analysis, Underwriting, Due Diligence, Risk Management, Commercial Real Estate, Real Estate Financing, Real Estate Economics
Education
Queen's University
Certificate of Achievement, Queen's Executive Program
The University of British Columbia 1990 — 1994
Diploma, Urban Land Economics
Ryerson University 1972 — 1976
B. Tech, Architectural Science
Great-West Life December 2003 - Present
The Canada Life Assurance Company November 1986 - January 2004
Royal Trust June 1985 - November 1986
Skills
Commercial Mortgages, Asset Managment, Real Estate, Valuation, Financial Analysis, Underwriting, Due Diligence, Risk Management, Commercial Real Estate, Real Estate Financing, Real Estate Economics
Education
Queen's University
Certificate of Achievement, Queen's Executive Program
The University of British Columbia 1990 — 1994
Diploma, Urban Land Economics
Ryerson University 1972 — 1976
B. Tech, Architectural Science
Bill Luhta's Royal Trust Experience August 1999 - May 2002
Job Senior Tax Consultant at MD Physician Services
Industry Accounting
Experience
MD Physician Services February 2005 - Present
Myself May 2002 - February 2005
Royal Trust August 1999 - May 2002
Skills
Tax
Education
Saint Lawrence College 1988 — 1991
Business Administration Diploma, Finance, A
MD Physician Services February 2005 - Present
Myself May 2002 - February 2005
Royal Trust August 1999 - May 2002
Skills
Tax
Education
Saint Lawrence College 1988 — 1991
Business Administration Diploma, Finance, A
Donald Xu's Royal Trust Experience 2001 - 2002
Job IT Techical Support Specialist
Industry Computer & Network Security
Experience
alphabroder Canada June 2011 - Present
Systrend Solutions Inc January 2011 - June 2011
CMA Ontario 2006 - 2010
PC Village Company Ltd. 2002 - 2005
Royal Trust 2001 - 2002
Skills
Troubleshooting, Active Directory, Customer Service, VPN, DHCP, Group Policy, VMware, Windows Server, Servers, System Administration, Networking, Citrix, Technical Support, Cisco Technologies, Hardware, Operating Systems, Data Center, Infrastructure, Microsoft SQL Server, Software Installation, Databases, Microsoft Office
Education
Seneca College of Applied Arts and Technology 2000 — 2002
Diploma
Beijing Institute of Civil Engineering and Architecture 1991 — 1995
Bachelor of Engineering
alphabroder Canada June 2011 - Present
Systrend Solutions Inc January 2011 - June 2011
CMA Ontario 2006 - 2010
PC Village Company Ltd. 2002 - 2005
Royal Trust 2001 - 2002
Skills
Troubleshooting, Active Directory, Customer Service, VPN, DHCP, Group Policy, VMware, Windows Server, Servers, System Administration, Networking, Citrix, Technical Support, Cisco Technologies, Hardware, Operating Systems, Data Center, Infrastructure, Microsoft SQL Server, Software Installation, Databases, Microsoft Office
Education
Seneca College of Applied Arts and Technology 2000 — 2002
Diploma
Beijing Institute of Civil Engineering and Architecture 1991 — 1995
Bachelor of Engineering
Bernard Martin's Royal Trust Experience 1996 - 2000
Job Planificateur financier et Conférencier at Desjardins
Industry Financial Services
Experience
Desjardins June 2000 - Present
Royal Trust 1996 - 2000
Industrial Alliance 1991 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Banking, Banque
Education
Institut des banquiers canadiens 1997 — 2009
planification financière
Université du Québec à Montréal / UQAM
Desjardins June 2000 - Present
Royal Trust 1996 - 2000
Industrial Alliance 1991 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Banking, Banque
Education
Institut des banquiers canadiens 1997 — 2009
planification financière
Université du Québec à Montréal / UQAM
Mylène Coallier's Royal Trust Experience 1993 - 2000
Job Associée chez GALLANT & Associés, LLP
Industry Accounting
Experience
GALLANT & Associés, LLP January 2015 - Present
GALLANT & Associés, LLP 2003 - Present
Royal Bank Financial Group 2000 - 2002
Royal Trust 1993 - 2000
Skills
Impôt sur le revenu, Impôt, Fiscalité, Fiscalité d'entreprise, Impôts internationaux, Gestion de patrimoine, Conseiller fiscal, Finance, Planification..., Planification de..., RS&DE, Règlement de successions, Comptabilité, Comptabilité financière, Planification succession, Analyse financière, Déclaration d'impôts
Education
Université de Sherbrooke 2009 — 2011
M. Fisc., Fiscalité
Université de Sherbrooke 2004 — 2008
D. Fisc., Fiscalité
UQAM 1990 — 1999
B.A.A., Comptabilité-Finances
GALLANT & Associés, LLP January 2015 - Present
GALLANT & Associés, LLP 2003 - Present
Royal Bank Financial Group 2000 - 2002
Royal Trust 1993 - 2000
Skills
Impôt sur le revenu, Impôt, Fiscalité, Fiscalité d'entreprise, Impôts internationaux, Gestion de patrimoine, Conseiller fiscal, Finance, Planification..., Planification de..., RS&DE, Règlement de successions, Comptabilité, Comptabilité financière, Planification succession, Analyse financière, Déclaration d'impôts
Education
Université de Sherbrooke 2009 — 2011
M. Fisc., Fiscalité
Université de Sherbrooke 2004 — 2008
D. Fisc., Fiscalité
UQAM 1990 — 1999
B.A.A., Comptabilité-Finances
Truda Baines's Royal Trust Experience 1988 - 1993
Job Financial Planning Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod January 2013 - Present
ScotiaMcLeod December 1995 - January 2013
Blackmont Capital November 2006 - March 2008
Royal Trust 1988 - 1993
Skills
Administration, Organization Skills, Event Planning, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Relationship Management, Investment Strategies, Insurance
Education
Algonquin College of Applied Arts and Technology 1987 — 1990
Accounting
Canterbury High School
ScotiaMcLeod January 2013 - Present
ScotiaMcLeod December 1995 - January 2013
Blackmont Capital November 2006 - March 2008
Royal Trust 1988 - 1993
Skills
Administration, Organization Skills, Event Planning, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Relationship Management, Investment Strategies, Insurance
Education
Algonquin College of Applied Arts and Technology 1987 — 1990
Accounting
Canterbury High School
Pierre Legare's Royal Trust Experience 2000 - 2005
Job Vice President Finance at Hockey Supremacy Inc
Industry Financial Services
Experience
Hockey Supremacy Inc 2011 - Present
RBC Investor Services May 2004 - Present
Royal Trust 2000 - 2005
RBC 1997 - 2000
RBC 1985 - 1997
RBC 1981 - 1985
RBC 1978 - 1980
RBC 1976 - 1978
RBC 1975 - 1976
Skills
Operations, Accounting
Education
Université de Sherbrooke 1971 — 1974
Bachelor of Economics, Business/Managerial Economics
Hockey Supremacy Inc 2011 - Present
RBC Investor Services May 2004 - Present
Royal Trust 2000 - 2005
RBC 1997 - 2000
RBC 1985 - 1997
RBC 1981 - 1985
RBC 1978 - 1980
RBC 1976 - 1978
RBC 1975 - 1976
Skills
Operations, Accounting
Education
Université de Sherbrooke 1971 — 1974
Bachelor of Economics, Business/Managerial Economics
Diana Bourke, CFP, FMA's Royal Trust Experience 1988 - 1992
Job Senior Financial Consultant at MD Investment Management
Industry Financial Services
Experience
MD Investment Management December 2011 - Present
TD Waterhouse October 2004 - September 2011
Franklin Templeton Investments January 2000 - 2002
Global Strategy 1999 - 2000
Talvest Fund Management 1996 - 1999
AIM Trimark Investments 1992 - 1996
Royal Trust 1988 - 1992
Skills
Investments, Portfolio Management, Investment Strategies, Retirement Planning, Wealth, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Certified Financial...
Education
Sotheby's Works of Art 1984 — 1986
Art History
Queen's University 1980 — 1984
BA Honors, Art History, Criticism and Conservation
Marianopolis College 1979 — 1980
Social Sciences
The Study School 1968 — 1979
MD Investment Management December 2011 - Present
TD Waterhouse October 2004 - September 2011
Franklin Templeton Investments January 2000 - 2002
Global Strategy 1999 - 2000
Talvest Fund Management 1996 - 1999
AIM Trimark Investments 1992 - 1996
Royal Trust 1988 - 1992
Skills
Investments, Portfolio Management, Investment Strategies, Retirement Planning, Wealth, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Certified Financial...
Education
Sotheby's Works of Art 1984 — 1986
Art History
Queen's University 1980 — 1984
BA Honors, Art History, Criticism and Conservation
Marianopolis College 1979 — 1980
Social Sciences
The Study School 1968 — 1979
Arjun (Andy) Jasuja's Royal Trust Experience 1988 - 1992
Job Founder & Chairman at Sigma Systems Group
Industry Information Technology and Services
Experience
Sigma Systems Group 1994 - Present
Unitel Communications 1993 - 1994
Royal Trust 1988 - 1992
Burroughs Business Machines 1978 - 1980
Skills
Entrepreneurship, Mobile Applications, Strategy, Management, Telecommunications, Business Development, Start-ups, Product Management, Cloud Computing, Strategic Partnerships, Business Strategy, Enterprise Software, Program Management, Mobile Devices, Executive Management, Go-to-market Strategy, SaaS, E-commerce, Mergers, Product Marketing
Education
University of Waterloo 1974 — 1975
Master of Applied Science (MASc), Systems Design Engineering
Indian Institute of Technology (Banaras Hindu University), Varanasi 1967 — 1973
Bachelor of Technology (BTech), Electronics Enginnering
Sigma Systems Group 1994 - Present
Unitel Communications 1993 - 1994
Royal Trust 1988 - 1992
Burroughs Business Machines 1978 - 1980
Skills
Entrepreneurship, Mobile Applications, Strategy, Management, Telecommunications, Business Development, Start-ups, Product Management, Cloud Computing, Strategic Partnerships, Business Strategy, Enterprise Software, Program Management, Mobile Devices, Executive Management, Go-to-market Strategy, SaaS, E-commerce, Mergers, Product Marketing
Education
University of Waterloo 1974 — 1975
Master of Applied Science (MASc), Systems Design Engineering
Indian Institute of Technology (Banaras Hindu University), Varanasi 1967 — 1973
Bachelor of Technology (BTech), Electronics Enginnering
Mario Cuconato's Royal Trust Experience August 1987 - January 1990
Job Principal at StrategicPartners Group
Industry Government Relations
Experience
Strategic-Partners Group October 2010 - Present
Benchmark FM October 2004 - December 2010
Office of the Prime Minister of Canada December 2003 - October 2004
NATIONAL Public Relations 1999 - November 2003
JNE August 1995 - December 1999
Camtag Industries January 1990 - August 1995
Royal Trust August 1987 - January 1990
Skills
P3, Federal Government..., Asia Business..., Procurement, Volunteering, Long-term Care
Education
Ohio University 1998 — 2000
Master of Business Administration (MBA)
University of Ottawa / Université d'Ottawa 1983 — 1986
Bachelor of Arts (BA)
Strategic-Partners Group October 2010 - Present
Benchmark FM October 2004 - December 2010
Office of the Prime Minister of Canada December 2003 - October 2004
NATIONAL Public Relations 1999 - November 2003
JNE August 1995 - December 1999
Camtag Industries January 1990 - August 1995
Royal Trust August 1987 - January 1990
Skills
P3, Federal Government..., Asia Business..., Procurement, Volunteering, Long-term Care
Education
Ohio University 1998 — 2000
Master of Business Administration (MBA)
University of Ottawa / Université d'Ottawa 1983 — 1986
Bachelor of Arts (BA)
Hugh MacDowell's Royal Trust Experience March 1982 - September 1993
Job
Industry Banking
Experience
RBC Insurance February 2006 - December 2009
RBC September 1998 - February 2006
RBC September 1993 - September 1998
Royal Trust March 1982 - September 1993
Royal Trust January 1976 - March 1982
Education
Loyola College 1969 — 1974
Bachelor of Commerce (BCom), Economics and Finance
RBC Insurance February 2006 - December 2009
RBC September 1998 - February 2006
RBC September 1993 - September 1998
Royal Trust March 1982 - September 1993
Royal Trust January 1976 - March 1982
Education
Loyola College 1969 — 1974
Bachelor of Commerce (BCom), Economics and Finance