Assante Financial Management
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Assante Financial Management Employees
Assante Financial Management October 2014 - Present
Desjardins Financial Security Independent Network April 2008 - October 2014
Skills
Retirement Planning, Insurance, Life Insurance, Mutual Funds, Strategic Financial..., Critical Illness, Investments, Retirement, Wealth Management, Health Insurance, Disability Insurance, Financial Planners, Financial Advisory, Term Life Insurance, Estate Planning, Financial Planning, Investment Strategies
Education
Red River College 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Red River College 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lilydale Inc. October 2012 - Present
Lilydale Inc. July 2012 - September 2012
Assante Capital Management March 2003 - May 2011
Assante Financial Management March 1996 - January 2003
Skills
Microsoft Office, Recruiting, Accounts Payable, Analysis, Accounting, Business Planning
Education
Mount Royal University
Financial Planning and Services
Northern Alberta Institute of Technology
Marketing Management/Business Administration
SAIT
Land Administration
Assante Financial Management March 2012 - Present
Robert Half International June 2011 - October 2011
State Street Trust Company December 2000 - July 2010
Skills
Leadership, Accounting, Management, Investments, Interviews, Finance, Mutual Funds, Retirement Planning, Strategic Financial..., Financial Services, Investment Strategies, Investment Advisory, Asset Management, Fixed Income
Education
Brock University 1996 — 2000
Honors, BBA - Concentration in Finance, Finance
Invesco Canada October 2014 - Present
Miller Thomson LLP June 2012 - August 2014
Miller Thomson LLP April 2010 - June 2012
Assante Financial Management March 2008 - March 2010
Event 2 Event August 2007 - February 2008
The International Centre for Education Inc. December 2005 - March 2006
The Wokker Restaurant June 1998 - December 2005
Education
George Brown College 2005 — 2007
Event & Meeting Management Certification Program
University of Toronto 2001 — 2005
BSc. (Hons), Psychology & Anthropology
Assante Financial Management March 2015 - Present
Winflex Health Solutions Inc October 2010 - March 2015
Integrated Planning Group June 2013 - January 2014
Assante Financial Management Ltd. January 2009 - May 2010
JOEY Restaurant Group May 2008 - January 2009
Connor, Clark & Lunn Financial Group April 2007 - August 2007
Skills
Project Management, Organizational..., Customer Experience, Negotiation, Attention To Detail, Corporate Communications, Analysis, Event Planning, Operations Management, Customer Service, High Level Of..., Risk Management, Employee Benefits, Marketing, Portfolio Management, Investments, Administration, Business Planning, Social Media, Strategic Planning
Education
University of Victoria 2004 — 2008
B.Com, General Management
Singapore Management University 2007 — 2007
B.Com, International Business
British Columbia Institute of Technology 2008 — 2010
Event Marketing & Interior Design
Ubique Life Planning January 2011 - Present
Assante Financial Management October 2007 - September 2010
Skills
Customer Relations, Financial Planning, Customer Service, Microsoft Office, Investments, Risk Management
Education
Kwantlen University 2011 — 2016
Bachelor of Business Administration (BBA), Accounting and Business/Management, 4.0
Simon Fraser University 1979 — 1984
Bachelor's degree, Political Science and Government, 3.25
Matthews Campbell CA October 2013 - Present
Assante Financial management January 2013 - October 2013
Johnsen Archer LLP, Chartered Accountants September 2006 - December 2011
Education
CDI College
Acquia May 2011 - Present
Drupal August 2008 - Present
Drupal Association January 2007 - Present
Lullabot June 2006 - May 2011
CivicSpace Labs December 2005 - June 2006
Nova Scotia Community College 2002 - 2005
Assante Financial Management 2001 - 2002
Skills
Drupal, PHP, MySQL, Community Building, Quality Assurance, Usability, APIs, Teaching, Presenter, Open Source, Git, LAMP, CMS, Web Development, Web Applications, Software Development, User Experience, Information Architecture, User Documentation, Public Speaking, Project Management, Unit Testing
Education
Nova Scotia Community College 2004 — 2005
Information Technology: Programming
Nova Scotia Community College 2002 — 2004
Information Technology: Web Development
Nova Scotia Community College 1999 — 2001
Computer Systems Mini/Micro
Assante Financial Management August 1991 - Present
Education
University of Cape Town 1979 — 1981
B. Comm
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 November 2008 - Present
The Family Office Ltd. January 2008 - Present
Education
The University of Lethbridge 2004 — 2008
Management, Finance