AIC Limited
Industry: Company
DescriptionAIC Limited was a Canadian mutual fund company which commenced operations in 1985, as Total Finance. AIC was purchased in 1987, by Michael Lee-Chin, Chairman. In May 2008, the company's total assets under management was just over $5.6 billion IFIC numbers. Founder: Michael Lee-Chin Founded: 1985
AIC Limited List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AIC Limited. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AIC Limited Employees
Employee
Years
Job
Industry
Jeffrey Nairn, CIM, FCSI Jeffrey Nairn, CIM, FCSI's AIC Limited Experience August 2004 - December 2005
Job VP, Regional Sales, Vancouver, BMO Global Asset Management Providing SolutionsOriented Support to Investment Advisors
Industry Financial Services
Experience
BMO Global Asset Management April 2012 - Present
TD Mutual Funds December 2005 - April 2012
AIC Limited August 2004 - December 2005
CI Investments Inc. – Canada’s Investment Company January 1999 - October 2003
Dynamic Mutual Funds October 1996 - January 1999
Skills
Wealth Management, Mutual Funds, Investments, Financial Advisory, Retirement Planning, Financial Services, Equities, Investment Advisory, Asset Allocation, Portfolio Management, Management, Capital Markets, Sales, Sales Process, Selling, Sales Operations, Relationship Management, Securities, Strategic Financial..., Asset Management, Investment Strategies
Education
University of Guelph 1987 — 1992
Honours BA, Double; Management and Economics
BMO Global Asset Management April 2012 - Present
TD Mutual Funds December 2005 - April 2012
AIC Limited August 2004 - December 2005
CI Investments Inc. – Canada’s Investment Company January 1999 - October 2003
Dynamic Mutual Funds October 1996 - January 1999
Skills
Wealth Management, Mutual Funds, Investments, Financial Advisory, Retirement Planning, Financial Services, Equities, Investment Advisory, Asset Allocation, Portfolio Management, Management, Capital Markets, Sales, Sales Process, Selling, Sales Operations, Relationship Management, Securities, Strategic Financial..., Asset Management, Investment Strategies
Education
University of Guelph 1987 — 1992
Honours BA, Double; Management and Economics
Chris Petis Chris Petis's AIC Limited Experience 2005 - 2006
Job Sales Manager MPS at Advanced Office Solutions
Industry Business Supplies and Equipment
Experience
Advanced Office Solutions January 2014 - Present
Advanced Office Solutions January 2011 - Present
Xerox Canada January 2011 - Present
Advanced Office Solutions July 2007 - December 2010
Xerox July 2007 - December 2010
AIC Limited 2005 - 2006
Skills
Solution Selling, Account Management, Direct Sales, Managed Print Services, B2B, Sales, New Business Development, Key Account Management, Sales Presentations, Sales Management, Team Leadership, Negotiation, Marketing, Sales Process, Strategic Planning
Education
McMaster University 2002 — 2007
H.B Comm, Commerce
Advanced Office Solutions January 2014 - Present
Advanced Office Solutions January 2011 - Present
Xerox Canada January 2011 - Present
Advanced Office Solutions July 2007 - December 2010
Xerox July 2007 - December 2010
AIC Limited 2005 - 2006
Skills
Solution Selling, Account Management, Direct Sales, Managed Print Services, B2B, Sales, New Business Development, Key Account Management, Sales Presentations, Sales Management, Team Leadership, Negotiation, Marketing, Sales Process, Strategic Planning
Education
McMaster University 2002 — 2007
H.B Comm, Commerce
Gordon Laight Gordon Laight's AIC Limited Experience 2001 - 2004
Job Vice President Sales at NEI Investments
Industry Financial Services
Experience
NEI Investments February 2015 - Present
Investment Planning Counsel / IPC Portfolio Services September 2013 - February 2015
RBC Global Asset Management April 2011 - June 2013
Franklin Templeton Investments April 2004 - March 2011
AIC Limited 2001 - 2004
Bayside Management Consultants (Nassau) 1996 - 2001
Fidelity Investments Canada Ltd. 1991 - 1995
Skills
Investments, Asset Management, Problem Solving, Mutual Funds, Mentoring, Securities, Public Speaking, Wealth Management, New Business Development, Asset Managment, Estate Planning, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Portfolio Management, Asset Allocation, Business Development, Separately Managed..., Alternative Investments, Wealth, ETFs, Relationship Building, Sales Management, Sales & Marketing...
Education
Concordia University
NEI Investments February 2015 - Present
Investment Planning Counsel / IPC Portfolio Services September 2013 - February 2015
RBC Global Asset Management April 2011 - June 2013
Franklin Templeton Investments April 2004 - March 2011
AIC Limited 2001 - 2004
Bayside Management Consultants (Nassau) 1996 - 2001
Fidelity Investments Canada Ltd. 1991 - 1995
Skills
Investments, Asset Management, Problem Solving, Mutual Funds, Mentoring, Securities, Public Speaking, Wealth Management, New Business Development, Asset Managment, Estate Planning, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Portfolio Management, Asset Allocation, Business Development, Separately Managed..., Alternative Investments, Wealth, ETFs, Relationship Building, Sales Management, Sales & Marketing...
Education
Concordia University
Jeremy Nicholls, CFP Jeremy Nicholls, CFP's AIC Limited Experience November 2001 - October 2007
Job Head, Training and Support at Vision Systems Corp.
Industry Financial Services
Experience
Vision Systems Corp. April 2014 - Present
The WaterStreet Group Inc. October 2007 - October 2013
AIC Limited November 2001 - October 2007
Skills
Risk Management, Finance, Financial Services, Strategic Financial..., Mutual Funds, Wealth Management, Investments, Financial Analysis, Retirement Planning, Portfolio Management, Equities, Financial Advisory
Education
Sheridan College 1995 — 1997
Marketing
Vision Systems Corp. April 2014 - Present
The WaterStreet Group Inc. October 2007 - October 2013
AIC Limited November 2001 - October 2007
Skills
Risk Management, Finance, Financial Services, Strategic Financial..., Mutual Funds, Wealth Management, Investments, Financial Analysis, Retirement Planning, Portfolio Management, Equities, Financial Advisory
Education
Sheridan College 1995 — 1997
Marketing
Tricia Doerksen Tricia Doerksen's AIC Limited Experience January 2004 - December 2005
Job
Industry Financial Services
Experience
Manulife December 2014 - Present
Bellatore June 2007 - August 2009
Bellatore Financial, Inc. June 2006 - June 2007
Dundee Wealth Management January 2005 - May 2006
AIC Limited January 2004 - December 2005
Assante Wealth Management January 2002 - December 2004
Assante Capital Management January 1997 - December 2001
Education
York University 2002 — 2002
Project Management
ONTARIO SECURITIES COMMISSION 1998 — 1998
Licensed Securities Representative
Carleton University 1991 — 1994
Bachelor of Arts (BA), Psychology
Manulife December 2014 - Present
Bellatore June 2007 - August 2009
Bellatore Financial, Inc. June 2006 - June 2007
Dundee Wealth Management January 2005 - May 2006
AIC Limited January 2004 - December 2005
Assante Wealth Management January 2002 - December 2004
Assante Capital Management January 1997 - December 2001
Education
York University 2002 — 2002
Project Management
ONTARIO SECURITIES COMMISSION 1998 — 1998
Licensed Securities Representative
Carleton University 1991 — 1994
Bachelor of Arts (BA), Psychology
Jessie Quick, CHRL Jessie Quick, CHRL's AIC Limited Experience January 2005 - December 2008
Job HR Manager Canadian Head Office at IKEA Canada
Industry Retail
Experience
IKEA Canada February 2015 - Present
IKEA Canada October 2014 - Present
IKEA Canada April 2013 - October 2014
IKEA Canada March 2013 - April 2013
IKEA Burlington August 2011 - March 2013
IKEA Canada January 2009 - September 2011
AIC Limited January 2005 - December 2008
Skills
Personnel Management, Human Resources, HRIS, Talent Management, Employee Relations, Onboarding, Employee Training, Recruiting, Payroll, Labor Relations, Hiring, Performance Management, Organizational..., Team Building, Management, Employee Engagement, HR Policies, Talent Acquisition, Interviews, New Hire Orientations, Employer Branding, Benefits Administration, Store Management, Technical Recruiting, Sourcing, Applicant Tracking..., Project Management, Change Management, Training, Workforce Planning, Deferred Compensation, Retail, Succession Planning, Team Leadership, Customer Service, Leadership, Compensation & Benefit, Leadership Development, Employee Benefits, Conflict Resolution, Coaching
Education
CCHRA 2006 — 2011
Certified Human Resources Professional Designation, Human Resources
Sheridan College 2004 — 2005
Human Resources Management, Human Resources
Wilfrid Laurier University 2001 — 2004
Bachelor of Arts, Sociology / Philosophy
IKEA Canada February 2015 - Present
IKEA Canada October 2014 - Present
IKEA Canada April 2013 - October 2014
IKEA Canada March 2013 - April 2013
IKEA Burlington August 2011 - March 2013
IKEA Canada January 2009 - September 2011
AIC Limited January 2005 - December 2008
Skills
Personnel Management, Human Resources, HRIS, Talent Management, Employee Relations, Onboarding, Employee Training, Recruiting, Payroll, Labor Relations, Hiring, Performance Management, Organizational..., Team Building, Management, Employee Engagement, HR Policies, Talent Acquisition, Interviews, New Hire Orientations, Employer Branding, Benefits Administration, Store Management, Technical Recruiting, Sourcing, Applicant Tracking..., Project Management, Change Management, Training, Workforce Planning, Deferred Compensation, Retail, Succession Planning, Team Leadership, Customer Service, Leadership, Compensation & Benefit, Leadership Development, Employee Benefits, Conflict Resolution, Coaching
Education
CCHRA 2006 — 2011
Certified Human Resources Professional Designation, Human Resources
Sheridan College 2004 — 2005
Human Resources Management, Human Resources
Wilfrid Laurier University 2001 — 2004
Bachelor of Arts, Sociology / Philosophy
Jenn Bowen's AIC Limited Experience April 1997 - January 2006
Job Leading successful financial advisors in growth, transition and business development.
Industry Financial Services
Experience
Manulife Securities January 2006 - Present
AIC Limited April 1997 - January 2006
RBC Dominion Securities February 1995 - April 1997
Skills
Relationship Management, Business Development, Business Planning, Practice Management, CRM, Recruiting, Marketing, Consulting, Strategy, Business Strategy, New Business Development, Business Analysis, Sales Management, Marketing Strategy, Management, Account Management, Selling, Wealth Management..., Coaching, Valuation, Mutual Funds
Education
Dalhousie University 1990 — 1994
BA, Economics
Bishop Strachan, Toronto, Ontario 1984 — 1990
Manulife Securities January 2006 - Present
AIC Limited April 1997 - January 2006
RBC Dominion Securities February 1995 - April 1997
Skills
Relationship Management, Business Development, Business Planning, Practice Management, CRM, Recruiting, Marketing, Consulting, Strategy, Business Strategy, New Business Development, Business Analysis, Sales Management, Marketing Strategy, Management, Account Management, Selling, Wealth Management..., Coaching, Valuation, Mutual Funds
Education
Dalhousie University 1990 — 1994
BA, Economics
Bishop Strachan, Toronto, Ontario 1984 — 1990
Tina Tobola, PMP's AIC Limited Experience March 1999 - September 2009
Job Project Manager
Industry Information Technology and Services
Experience
Forsythe January 2011 - Present
Portland Investment Counsel (formerly AIC) September 2009 - April 2011
AIC Limited March 1999 - September 2009
Hamilton Burlington and District Real Estate Board March 1990 - March 1999
Skills
ITIL, Microsoft Office, Purchasing, Budgeting, Customer Service, SharePoint, IT Service Management, Customer Relations, Analysis, Process Improvement, Quality Assurance, Problem Solving, Documentation, Planning, Excel, Project Planning, Contract Management, Visio, Project Coordination, Budgets, Management, Software Documentation, Security, Microsoft Excel, Business Analysis, Team Leadership, Requirements Analysis, Leadership, PMP, Contract Negotiation, MS Project, Project Management, Project Portfolio..., SDLC, PMO, IT Management, Managed Services, Risk Management, Business Process..., Project Delivery, Integration, Change Management, Disaster Recovery, Microsoft Project
Education
Mohawk College 2002 — 2004
Certificate, Computer Science - Level 1
Mohawk College 1987 — 1988
Diploma, Executive Office Administration
PMI (Project Management Institute)
CAPM, Project Management
Knowledge Hut
PMI (Project Management Institute)
PMP, Project Management
Pink Elephant - ITIL Foundations V3
Forsythe January 2011 - Present
Portland Investment Counsel (formerly AIC) September 2009 - April 2011
AIC Limited March 1999 - September 2009
Hamilton Burlington and District Real Estate Board March 1990 - March 1999
Skills
ITIL, Microsoft Office, Purchasing, Budgeting, Customer Service, SharePoint, IT Service Management, Customer Relations, Analysis, Process Improvement, Quality Assurance, Problem Solving, Documentation, Planning, Excel, Project Planning, Contract Management, Visio, Project Coordination, Budgets, Management, Software Documentation, Security, Microsoft Excel, Business Analysis, Team Leadership, Requirements Analysis, Leadership, PMP, Contract Negotiation, MS Project, Project Management, Project Portfolio..., SDLC, PMO, IT Management, Managed Services, Risk Management, Business Process..., Project Delivery, Integration, Change Management, Disaster Recovery, Microsoft Project
Education
Mohawk College 2002 — 2004
Certificate, Computer Science - Level 1
Mohawk College 1987 — 1988
Diploma, Executive Office Administration
PMI (Project Management Institute)
CAPM, Project Management
Knowledge Hut
PMI (Project Management Institute)
PMP, Project Management
Pink Elephant - ITIL Foundations V3
Christine Clark's AIC Limited Experience August 2008 - September 2009
Job Communications Project Manager at Manulife
Industry Financial Services
Experience
Manulife August 2015 - Present
Manulife Financial January 2014 - June 2015
Manulife Financial September 2013 - January 2014
Manulife Financial July 2012 - September 2013
Manulife Financial September 2009 - July 2012
AIC Limited August 2008 - September 2009
ABELSoft Corporation June 2004 - August 2008
Superior Water Conditioners, Inc January 2001 - June 2004
Select Funeral Planning Hamilton January 2000 - January 2001
Discount Car and Truck Rentals January 1998 - January 2000
Skills
Customer Relations, Insurance, Budgeting, Securities, Funding, Project Management, Sales Management, Management, Sales, Salesforce.com, Sales Operations, Sales Presentations, System Administration, Accounting, Team Leadership, Brainstorm Facilitation, CRM, Telephony, Interviews, EHR, Marketing Strategy, Public Speaking, Coaching, Customer Service, Competitive Analysis, Marketing, Lead Generation, Budgets, Cold Calling, Product Marketing
Education
CSI 2011 — 2011
Canadian Insurance Course
CSI 2010 — 2011
Wealth Management Essentials
CSI 2009 — 2009
Canadian Securities Course
McMaster University 1995 — 1997
B.A, Psychology; Clinical Psychology; Social Anthropology
Glendale Secondary School 1987 — 1991
Manulife August 2015 - Present
Manulife Financial January 2014 - June 2015
Manulife Financial September 2013 - January 2014
Manulife Financial July 2012 - September 2013
Manulife Financial September 2009 - July 2012
AIC Limited August 2008 - September 2009
ABELSoft Corporation June 2004 - August 2008
Superior Water Conditioners, Inc January 2001 - June 2004
Select Funeral Planning Hamilton January 2000 - January 2001
Discount Car and Truck Rentals January 1998 - January 2000
Skills
Customer Relations, Insurance, Budgeting, Securities, Funding, Project Management, Sales Management, Management, Sales, Salesforce.com, Sales Operations, Sales Presentations, System Administration, Accounting, Team Leadership, Brainstorm Facilitation, CRM, Telephony, Interviews, EHR, Marketing Strategy, Public Speaking, Coaching, Customer Service, Competitive Analysis, Marketing, Lead Generation, Budgets, Cold Calling, Product Marketing
Education
CSI 2011 — 2011
Canadian Insurance Course
CSI 2010 — 2011
Wealth Management Essentials
CSI 2009 — 2009
Canadian Securities Course
McMaster University 1995 — 1997
B.A, Psychology; Clinical Psychology; Social Anthropology
Glendale Secondary School 1987 — 1991
Shane Tregaskis Shane Tregaskis's AIC Limited Experience February 2004 - September 2009
Job Senior Web Developer at Dundee Wealth
Industry Internet
Experience
Dynamic Funds August 2012 - Present
Norma Jeanne's Puppy Power October 2010 - August 2012
Manulife Financial September 2009 - August 2010
AIC Limited February 2004 - September 2009
Axiom Interactive May 2001 - March 2002
Skills
HTML5, CSS3, Photoshop, Illustrator, Final Cut Pro, Dreamweaver, PHP, Flash, SharePoint, Adobe Acrobat, Microsoft Office
Education
Centennial College 1999 — 2001
Diploma, New Media Design
Centennial College 1999 — 2001
Certificate, Visual Arts Fundamentals
Dynamic Funds August 2012 - Present
Norma Jeanne's Puppy Power October 2010 - August 2012
Manulife Financial September 2009 - August 2010
AIC Limited February 2004 - September 2009
Axiom Interactive May 2001 - March 2002
Skills
HTML5, CSS3, Photoshop, Illustrator, Final Cut Pro, Dreamweaver, PHP, Flash, SharePoint, Adobe Acrobat, Microsoft Office
Education
Centennial College 1999 — 2001
Diploma, New Media Design
Centennial College 1999 — 2001
Certificate, Visual Arts Fundamentals
Paulette Filion Paulette Filion's AIC Limited Experience September 2004 - May 2005
Job Financial Services Consultant
Industry Financial Services
Experience
Strategy Marketing August 2014 - Present
Marketing Directions March 1995 - Present
CST Consultants Inc. January 2010 - April 2010
DundeeWealth October 2008 - October 2009
ING Canada (now Intact) July 2005 - April 2006
AIC Limited September 2004 - May 2005
United Financial Management September 1990 - September 1994
Manulife Financial 1986 - 1990
Midland Doherty May 1981 - December 1984
Wood Gundy October 1978 - April 1981
Skills
Leadership, Marketing Management, Research, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Services, Asset Managment, Marketing Strategy, Marketing Communications, Business Strategy, Securities, Insurance, Equities, Alternative Investments, Financial Analysis, Relationship Management, Marketing, Asset Management, Budgets, Pensions, Risk Management, Strategy, Financial Planners, Market Research, Sales, Business Development, Financial Advisory, Management, Finance, Executive Management, Product Management, Wealth, Investment Strategies, Financial Planning
Education
University of Toronto 2008 — 2014
Certificate, Creative Writing Certificate
National Association of Securities Dealers 1987 — 1987
Series 6 Exam
Canadian Securities Institute 1979 — 1980
Registered Rep, Canadian Securities Course
The New School 1975 — 1976
Creative Journalism
University of Toronto - Woodsworth College 1973 — 1974
Advertising & Sales Promotion
Strategy Marketing August 2014 - Present
Marketing Directions March 1995 - Present
CST Consultants Inc. January 2010 - April 2010
DundeeWealth October 2008 - October 2009
ING Canada (now Intact) July 2005 - April 2006
AIC Limited September 2004 - May 2005
United Financial Management September 1990 - September 1994
Manulife Financial 1986 - 1990
Midland Doherty May 1981 - December 1984
Wood Gundy October 1978 - April 1981
Skills
Leadership, Marketing Management, Research, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Services, Asset Managment, Marketing Strategy, Marketing Communications, Business Strategy, Securities, Insurance, Equities, Alternative Investments, Financial Analysis, Relationship Management, Marketing, Asset Management, Budgets, Pensions, Risk Management, Strategy, Financial Planners, Market Research, Sales, Business Development, Financial Advisory, Management, Finance, Executive Management, Product Management, Wealth, Investment Strategies, Financial Planning
Education
University of Toronto 2008 — 2014
Certificate, Creative Writing Certificate
National Association of Securities Dealers 1987 — 1987
Series 6 Exam
Canadian Securities Institute 1979 — 1980
Registered Rep, Canadian Securities Course
The New School 1975 — 1976
Creative Journalism
University of Toronto - Woodsworth College 1973 — 1974
Advertising & Sales Promotion
Manda Zalac Manda Zalac's AIC Limited Experience 2003 - 2009
Job Virtual Administrative Assistant | Executive Assistant| Owner Atlas Administrative Services
Industry Executive Office
Experience
Atlas Administrative Services September 2013 - Present
Straumann Canada June 2009 - September 2013
AIC Limited 2003 - 2009
AIC Limited 1998 - June 2003
Skills
Sales, New Business Development, Customer Service, Strategic Planning, Event Planning, Travel Planning, Sales Operations, Marketing Strategy, Team Building, Marketing Communications, Executive Calendar..., Marketing, Meeting Planning, Team Leadership, Budgets, Employee Relations, Salesforce.com, Sales Management, Management, Training, Event Management, CRM, Business Planning
Education
Mohawk College 1996 — 1998
Business Accounting
George Brown College 1995 — 1996
Dental Assisting/Assistant
Atlas Administrative Services September 2013 - Present
Straumann Canada June 2009 - September 2013
AIC Limited 2003 - 2009
AIC Limited 1998 - June 2003
Skills
Sales, New Business Development, Customer Service, Strategic Planning, Event Planning, Travel Planning, Sales Operations, Marketing Strategy, Team Building, Marketing Communications, Executive Calendar..., Marketing, Meeting Planning, Team Leadership, Budgets, Employee Relations, Salesforce.com, Sales Management, Management, Training, Event Management, CRM, Business Planning
Education
Mohawk College 1996 — 1998
Business Accounting
George Brown College 1995 — 1996
Dental Assisting/Assistant
Elmer Cruz Elmer Cruz's AIC Limited Experience 2004 - 2006
Job Web Designer/Developer | Graphic Designer | Digital Marketing | Social Media | Brand Marketing
Industry Internet
Experience
Scotiabank – Global Wealth Management October 2011 - Present
DundeeWealth Inc August 2006 - October 2011
AIC Limited 2004 - 2006
The Shopping Channel 2004 - 2004
The Hospital for Sick Children 1997 - 2003
Fusion Interactive Incorporated 1996 - 1997
Skills
HTML + CSS, Web Design, Corporate Branding, Desktop Publishing, Storyboarding, Digital Media, Multimedia, Creative Development, Brochures, Graphic Design, Web Development, Illustrator, Dreamweaver, Photoshop, CSS, HTML, Adobe Creative Suite, Brand Development, Website Development, Social Media, Problem Solving, Digital Marketing, Email Marketing, SEO, ebusiness, eCommerce, E-commerce, eBusiness Suite, CQ5, CMS, Art Direction, Graphics, E-business, Photography, Strategic Planning, Customer Experience, Mac, XHTML, User Experience, InDesign, User Interface Design, Interaction Design, Social Media Marketing
Education
George Brown College Continuing Education
Social Media Marketing
Univeristy of Toronto - School of Continuing Studies 2013 — 2013
Certificate in eBusiness / eCommerce Management
Univeristy of Toronto - School of Continuing Studies 2012 — 2013
Certificate in E-Business & Web Marketing, Ecommerce
DPA Communications 2009 — 2009
Certificate, Adobe Flash CS4 Intermediate Actionscripting
NorthernObjects Training Centre 2006 — 2006
Certificate, Macromedia Captivate, Flash Video for Flash MX 2004
triOs College of Information Technology 2002 — 2003
Diploma, E-commerce System Developer
Digital Media Studios 1995 — 1996
Certificate, Interactive Multimedia
George Brown College 1990 — 1993
Diploma in Graphic Design, Marketing, Advertising
Scotiabank – Global Wealth Management October 2011 - Present
DundeeWealth Inc August 2006 - October 2011
AIC Limited 2004 - 2006
The Shopping Channel 2004 - 2004
The Hospital for Sick Children 1997 - 2003
Fusion Interactive Incorporated 1996 - 1997
Skills
HTML + CSS, Web Design, Corporate Branding, Desktop Publishing, Storyboarding, Digital Media, Multimedia, Creative Development, Brochures, Graphic Design, Web Development, Illustrator, Dreamweaver, Photoshop, CSS, HTML, Adobe Creative Suite, Brand Development, Website Development, Social Media, Problem Solving, Digital Marketing, Email Marketing, SEO, ebusiness, eCommerce, E-commerce, eBusiness Suite, CQ5, CMS, Art Direction, Graphics, E-business, Photography, Strategic Planning, Customer Experience, Mac, XHTML, User Experience, InDesign, User Interface Design, Interaction Design, Social Media Marketing
Education
George Brown College Continuing Education
Social Media Marketing
Univeristy of Toronto - School of Continuing Studies 2013 — 2013
Certificate in eBusiness / eCommerce Management
Univeristy of Toronto - School of Continuing Studies 2012 — 2013
Certificate in E-Business & Web Marketing, Ecommerce
DPA Communications 2009 — 2009
Certificate, Adobe Flash CS4 Intermediate Actionscripting
NorthernObjects Training Centre 2006 — 2006
Certificate, Macromedia Captivate, Flash Video for Flash MX 2004
triOs College of Information Technology 2002 — 2003
Diploma, E-commerce System Developer
Digital Media Studios 1995 — 1996
Certificate, Interactive Multimedia
George Brown College 1990 — 1993
Diploma in Graphic Design, Marketing, Advertising
Mike Dobbin's AIC Limited Experience 1997 - 2000
Job Managing Director, Operations Mandeville
Industry Financial Services
Experience
Portland Wealth Management September 2012 - Present
Mandeville Private Client/Mandeville Wealth Services September 2012 - Present
Dynamic Mutual Funds September 2008 - September 2012
Dundee Securities February 2006 - September 2008
Dundee Wealth Management February 2006 - September 2008
Berkshire Investment Group October 1997 - March 2006
AIC Limited 1997 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Securities, Asset Management, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Financial Services, Capital Markets, Fixed Income, Strategic Financial..., Hedge Funds
Education
University of Guelph 1988 — 1992
Portland Wealth Management September 2012 - Present
Mandeville Private Client/Mandeville Wealth Services September 2012 - Present
Dynamic Mutual Funds September 2008 - September 2012
Dundee Securities February 2006 - September 2008
Dundee Wealth Management February 2006 - September 2008
Berkshire Investment Group October 1997 - March 2006
AIC Limited 1997 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Securities, Asset Management, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Financial Services, Capital Markets, Fixed Income, Strategic Financial..., Hedge Funds
Education
University of Guelph 1988 — 1992
John Krajinovic's AIC Limited Experience 1999 - 2008
Job Senior Business Analyst at TransUnion of Canada
Industry Information Technology and Services
Experience
TransUnion Canada August 2010 - Present
Manulife AIC Funds (formerly AIC Limited) April 1997 - June 2010
AIC Limited 1999 - 2008
AIC Limited February 2005 - March 2006
National Commercial Bank Jamaica Limited April 2003 - January 2005
Berkshire Securities January 2002 - March 2003
AIC Limited January 1998 - April 1999
Education
Nexient/McMaster University 2001 — 2007
Mohawk College 1994 — 1996
Business Administration (3yr diploma)
ITIL Foundations with Quintegrator
Foundation Certificate - IT Service Management
IFIC Operations
1997
TransUnion Canada August 2010 - Present
Manulife AIC Funds (formerly AIC Limited) April 1997 - June 2010
AIC Limited 1999 - 2008
AIC Limited February 2005 - March 2006
National Commercial Bank Jamaica Limited April 2003 - January 2005
Berkshire Securities January 2002 - March 2003
AIC Limited January 1998 - April 1999
Education
Nexient/McMaster University 2001 — 2007
Mohawk College 1994 — 1996
Business Administration (3yr diploma)
ITIL Foundations with Quintegrator
Foundation Certificate - IT Service Management
IFIC Operations
1997
Andrew Gapski's AIC Limited Experience May 2006 - September 2007
Job Student
Industry Research
Experience
HAHN Investment Stewards & Company Inc. March 2011 - July 2014
Canaccord Financial November 2009 - March 2011
Wealth Stewards September 2008 - December 2009
AIC Limited May 2006 - September 2007
Education
McMaster University 2003 — 2008
H.Bcomm, Finance
HAHN Investment Stewards & Company Inc. March 2011 - July 2014
Canaccord Financial November 2009 - March 2011
Wealth Stewards September 2008 - December 2009
AIC Limited May 2006 - September 2007
Education
McMaster University 2003 — 2008
H.Bcomm, Finance
Shailesh Godse's AIC Limited Experience December 2003 - November 2005
Job Regional VicePresident, Eastern Canada at Credential Financial Inc
Industry Financial Services
Experience
Credential Financial Inc December 2011 - Present
Prosperity ONE Credit Union October 2012 - March 2014
Credential November 2005 - December 2011
AIC Limited December 2003 - November 2005
Portland Investment Counsel Inc. 2003 - 2005
Investors Group Financial Services Inc. 1993 - 2000
Assante Wealth Management 1994 - 1997
Assante Wealth Management 1994 - 1997
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Management, Insurance, Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Asset Managment, Financial Planners, Investment Advisory, Securities, Certified Financial..., Credit, Business Development, Strategic Financial..., Employee Benefits, Retail Banking, Financial Advisory, Financial Services, Portfolio Management, Investment Strategies
Education
University of Manitoba 1988 — 1993
B. Comm (Hons), Finance/Marketing
Credential Financial Inc December 2011 - Present
Prosperity ONE Credit Union October 2012 - March 2014
Credential November 2005 - December 2011
AIC Limited December 2003 - November 2005
Portland Investment Counsel Inc. 2003 - 2005
Investors Group Financial Services Inc. 1993 - 2000
Assante Wealth Management 1994 - 1997
Assante Wealth Management 1994 - 1997
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Management, Insurance, Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Asset Managment, Financial Planners, Investment Advisory, Securities, Certified Financial..., Credit, Business Development, Strategic Financial..., Employee Benefits, Retail Banking, Financial Advisory, Financial Services, Portfolio Management, Investment Strategies
Education
University of Manitoba 1988 — 1993
B. Comm (Hons), Finance/Marketing
Lorena Frattura's AIC Limited Experience December 2000 - October 2008
Job Assurance & Advisory at Deloitte
Industry Financial Services
Experience
Deloitte October 2013 - Present
Deloitte December 2010 - Present
Deloitte Canada February 2013 - December 2013
Connor, Clark & Lunn Private Capital August 2009 - January 2010
AIC Limited December 2000 - October 2008
Berkshire Investment Group (now Manulife Securities Inc.) September 1999 - November 2000
Skills
Microsoft Office, Customer Service, PowerPoint, Project Management, Research, Microsoft Excel, Outlook, Social Media
Education
Brock University
BA, Sociology
Deloitte October 2013 - Present
Deloitte December 2010 - Present
Deloitte Canada February 2013 - December 2013
Connor, Clark & Lunn Private Capital August 2009 - January 2010
AIC Limited December 2000 - October 2008
Berkshire Investment Group (now Manulife Securities Inc.) September 1999 - November 2000
Skills
Microsoft Office, Customer Service, PowerPoint, Project Management, Research, Microsoft Excel, Outlook, Social Media
Education
Brock University
BA, Sociology
Anthony Volpini's AIC Limited Experience 2001 - 2002
Job Senior Investment Analyst at Region of Halton
Industry
Experience
Region of Halton 2010 - Present
AIC Investment Services Inc. 2002 - 2009
AIC Limited 2001 - 2002
Berkshire Securities Inc. 1996 - 2001
TD Waterhouse 1993 - 1996
Skills
Asset Managment, Trading, Equities, Bonds, Financial Analysis, Asset Allocation, Investments, Analysis, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Equity Research, Strategic Planning, Fixed Income, Hedge Funds, Retirement Planning, Wealth Management, Strategic Financial..., Financial Reporting, Bloomberg, Options, Securities, Investment Strategies, Equity Valuation, Risk Management, Finance
Education
McMaster University 1988 — 1991
Bachelor of Arts, Economics
Region of Halton 2010 - Present
AIC Investment Services Inc. 2002 - 2009
AIC Limited 2001 - 2002
Berkshire Securities Inc. 1996 - 2001
TD Waterhouse 1993 - 1996
Skills
Asset Managment, Trading, Equities, Bonds, Financial Analysis, Asset Allocation, Investments, Analysis, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Equity Research, Strategic Planning, Fixed Income, Hedge Funds, Retirement Planning, Wealth Management, Strategic Financial..., Financial Reporting, Bloomberg, Options, Securities, Investment Strategies, Equity Valuation, Risk Management, Finance
Education
McMaster University 1988 — 1991
Bachelor of Arts, Economics
Rob Buwalda, CMA's AIC Limited Experience April 2000 - February 2005
Job Senior Manager, Planning and Reporting at Knowledge First Financial
Industry Financial Services
Experience
Knowledge First Financial May 2015 - Present
Knowledge First Financial December 2011 - April 2015
USCI September 2008 - November 2011
USC Education Savings Plans Inc. June 2007 - September 2008
USCI February 2005 - June 2007
AIC Limited April 2000 - February 2005
Skills
People Management, Data Analysis, Process Improvement, Internal Audit, Financial Modeling, Key Performance..., Budget Preparation, Excel, Business Strategy, Forecasting, Risk Management, Financial Reporting, Budgeting, Analysis, Budgets, Internal Controls, Management, Mergers, Microsoft Excel, Banking
Education
McMaster University 1992 — 1996
B.Comm, Accounting
Knowledge First Financial May 2015 - Present
Knowledge First Financial December 2011 - April 2015
USCI September 2008 - November 2011
USC Education Savings Plans Inc. June 2007 - September 2008
USCI February 2005 - June 2007
AIC Limited April 2000 - February 2005
Skills
People Management, Data Analysis, Process Improvement, Internal Audit, Financial Modeling, Key Performance..., Budget Preparation, Excel, Business Strategy, Forecasting, Risk Management, Financial Reporting, Budgeting, Analysis, Budgets, Internal Controls, Management, Mergers, Microsoft Excel, Banking
Education
McMaster University 1992 — 1996
B.Comm, Accounting
Victor Abraham's AIC Limited Experience October 2005 - October 2008
Job Facilitator at CIBC Retail & Business Banking
Industry Financial Services
Experience
CIBC Retail & Business Banking November 2010 - Present
CIBC Wood Gundy February 2009 - November 2010
AIC Limited October 2005 - October 2008
Protocol Marketing December 2004 - October 2005
Skills
Training Delivery, Needs Analysis, E-Learning, Coaching, Training, Wealth Management, Workshop Facilitation, Leadership, Financial Services, Customer Service, Banking, Employee Training, Strategic Financial..., Investments, Relationship Management, Team Building, Development, Insurance, Public Speaking, Adult Education, Leadership Development, Credit, Microsoft Office, Portfolio Management, Onboarding, Employee Engagement, Microsoft Excel, PowerPoint, Retail Banking, Captivate, Instructional Design, Team Leadership, Management
Education
George Brown College 1996 — 1999
Community Worker, Social Work
McMaster University
Psychology & Religious Studies
CIBC Retail & Business Banking November 2010 - Present
CIBC Wood Gundy February 2009 - November 2010
AIC Limited October 2005 - October 2008
Protocol Marketing December 2004 - October 2005
Skills
Training Delivery, Needs Analysis, E-Learning, Coaching, Training, Wealth Management, Workshop Facilitation, Leadership, Financial Services, Customer Service, Banking, Employee Training, Strategic Financial..., Investments, Relationship Management, Team Building, Development, Insurance, Public Speaking, Adult Education, Leadership Development, Credit, Microsoft Office, Portfolio Management, Onboarding, Employee Engagement, Microsoft Excel, PowerPoint, Retail Banking, Captivate, Instructional Design, Team Leadership, Management
Education
George Brown College 1996 — 1999
Community Worker, Social Work
McMaster University
Psychology & Religious Studies
Erin Marof's AIC Limited Experience May 1999 - September 2009
Job Director, Financial Reporting, Products at Portland Investment Counsel Inc.
Industry Financial Services
Experience
Portland Investment Counsel Inc. December 2010 - Present
Manulife Financial September 2009 - August 2010
AIC Limited May 1999 - September 2009
CUMIS 1996 - 1999
CUMIS 1993 - 1996
KPMG LLP 1989 - 1993
Skills
Financial Reporting, IFRS, Accounting, Microsoft Office, Finance, Canadian GAAP, Asset Managment, Fund Accounting, Asset Management, Financial Services, Mutual Funds, Financial Statements, Management, Portfolio Management, Financial Analysis, Tax
Education
Institute of Chartered Accountants of Ontario 1990 — 1993
Chartered Accountant, Accounting
McMaster University 1986 — 1990
B Comm, Business
Parkside High School 1983 — 1986
HSSGD, General
Portland Investment Counsel Inc. December 2010 - Present
Manulife Financial September 2009 - August 2010
AIC Limited May 1999 - September 2009
CUMIS 1996 - 1999
CUMIS 1993 - 1996
KPMG LLP 1989 - 1993
Skills
Financial Reporting, IFRS, Accounting, Microsoft Office, Finance, Canadian GAAP, Asset Managment, Fund Accounting, Asset Management, Financial Services, Mutual Funds, Financial Statements, Management, Portfolio Management, Financial Analysis, Tax
Education
Institute of Chartered Accountants of Ontario 1990 — 1993
Chartered Accountant, Accounting
McMaster University 1986 — 1990
B Comm, Business
Parkside High School 1983 — 1986
HSSGD, General
Janice Tsang's AIC Limited Experience 2000 - 2007
Job Project Manager
Industry Financial Services
Experience
McMaster University November 2012 - Present
CIT 2007 - November 2012
AIC Limited 2000 - 2007
Skills
Vendor Management, Process Improvement, Requirements Analysis, Risk Management, PMP, Project Management, Business Analysis, SDLC, Business Process..., Software Project..., ITIL, IT Strategy, Requirements Gathering, Analysis, SQL, PMO, Visio, Project Portfolio..., MS Project, Business Intelligence, Project Delivery, Software Documentation, Business Process, Program Management, SharePoint, Systems Analysis, Integration, Disaster Recovery, Quality Assurance, IT Management, Agile Methodologies, Business Requirements, Agile Project Management
Education
McMaster University 2004 — 2007
Advanced Certificate in Business Analysis Professional Development Program
Mohawk College
Software Engineering, Co-op program
University of Guelph
B.A.Sc, Consumer Studies
McMaster University November 2012 - Present
CIT 2007 - November 2012
AIC Limited 2000 - 2007
Skills
Vendor Management, Process Improvement, Requirements Analysis, Risk Management, PMP, Project Management, Business Analysis, SDLC, Business Process..., Software Project..., ITIL, IT Strategy, Requirements Gathering, Analysis, SQL, PMO, Visio, Project Portfolio..., MS Project, Business Intelligence, Project Delivery, Software Documentation, Business Process, Program Management, SharePoint, Systems Analysis, Integration, Disaster Recovery, Quality Assurance, IT Management, Agile Methodologies, Business Requirements, Agile Project Management
Education
McMaster University 2004 — 2007
Advanced Certificate in Business Analysis Professional Development Program
Mohawk College
Software Engineering, Co-op program
University of Guelph
B.A.Sc, Consumer Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY