Assante Wealth Management
Industry: Company
DescriptionHeadquarters: Toronto, Canada Founded: 2004 Parent organization: CI Financial Subsidiaries: Assante Capital Management Inc., Assante Sports & Entertainment Inc., Assante Financial Management Ltd.
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Assante Wealth Management Employees
Assante Wealth Management October 2001 - Present
Scott Paper Limited November 1988 - January 1991
Skills
CGA, CFP, CLU, Financial Planning, Tax Planning and..., Will and Estate Planning, Investment Planning, Retirement Planning, Investment Portfolio..., Insurance Assessment..., Portfolio Management, Investments, Financial Planners, Strategic Financial..., Certified Financial..., Estate Planning, Tax, Wealth Management..., Wealth Management, Investment Advisory, Wealth, Financial Advisory, Mutual Funds, Investment Strategies, Retirement
Education
The University of British Columbia 1980 — 1984
CGA, Finance and Accounting
Atlantis Computing April 2015 - Present
FlexITy Solutions Inc. June 2005 - April 2015
Regional Municipality of York June 2002 - June 2005
Mackenzie Investments June 2001 - March 2002
Nortel Networks November 2000 - May 2001
Assante Wealth Management July 2000 - November 2000
Ivanhoé Cambridge August 1998 - July 2000
Kore Ltd August 1994 - March 1998
Skills
Solution Architecture, Enterprise Architecture, Virtualization, Virtual Systems, Storage Virtualization, Storage Consolidation, Storage Architecture, Storage Area Networks, Data Migration, System Migration, Integration, IT Solutions, Cloud Computing, Private Cloud, Hybrid Cloud, Data Center, Data Center Efficiency, SAN, Storage, Disaster Recovery, Security, VMware Infrastructure, Active Directory, Firewalls, Microsoft Exchange, High Availability, TCP/IP, Cluster, Cisco Technologies, Citrix, vSphere, VPN, DNS, Servers, VMware, IIS, HP, Network Design, Hyper-V, Hardware, NetApp, System Deployment, Troubleshooting, Linux, Operating Systems, Enterprise Software, Networking, Infrastructure, Microsoft SQL Server, Network Administration
Education
Moscow State Technological University "Stankin" 1988 — 1994
Master's degree, Computer Science
Microsoft March 2015 - Present
Jibestream May 2014 - February 2015
Jibestream November 2013 - April 2014
Virtustream June 2013 - September 2013
Virtustream August 2012 - June 2013
Virtustream October 2011 - August 2012
Consultec September 2010 - August 2011
Design Travel Ltd. June 2009 - August 2009
Future Shop July 2008 - December 2008
Assante Wealth Management April 2007 - August 2007
Skills
Account Management, Enterprise Account..., Networking, Sales, Cloud Computing, Microsoft Azure, Microsoft Technologies, SaaS, Virtualization, Data Center, System Maintenance, Servers, Security, Social Networking, Integration, Managed Services, Cisco Technologies, VMware, Customer Relations, CRM, Network Security, Project Management, Databases, Network Administration, Firewalls, Active Directory, Operating Systems, Technical Support, Project Planning, Service Delivery, ITIL, Enterprise Architecture, Enterprise Software
Education
University of Toronto 2014 — 2014
School of Continuing Studies, Communications
Carleton University 2005 — 2010
BIT - Network Techchnology, Minor in Business, Information Technology
Algonquin College of Applied Arts and Technology 2005 — 2010
Diploma, Computer Engineering Technology
Assante Wealth Management April 2013 - Present
RPM Technologies November 2010 - March 2013
Assante Wealth Management February 2007 - November 2010
Assante Wealth Management September 2002 - February 2007
Mackenzie Financial Management Ltd October 2000 - September 2002
Skills
SDLC, XML, Wealth Management, Visio, Strategic Financial..., Portfolio Management, Risk Management, Business Process, Banking, Change Management, Financial Services, Process Improvement, Relationship Management, Securities, Financial Planning
Education
Humber College
Project Management
Assante Wealth Management 1993 - Present
DPM Financial Planning Group 1990 - 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Independent Financial..., Financial Advisory, Wealth Management, Estate Planning
Education
Concordia University 1988 — 1992
Master of Business Administration (MBA), Marketing
Duke University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Raymond James Ltd. September 2014 - Present
Assante Wealth Management November 2012 - August 2014
Striker Bowling Solutions and Splitsville Entertainment April 2012 - August 2012
Mississauga Association for Independent Living June 2010 - August 2011
Skills
Marketing, Marketing Communications, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Social Media, CRM, Marketing Research, Creative Writing, Event Management, Photoshop, InDesign, Long-term Customer..., Illustrator, Copy Editing
Education
Canadian Securities Institute 2013 — 2014
Canadian Securities Course
Sheridan College 2011 — 2012
Marketing Management
The University of Western Ontario 2007 — 2011
Bachelor of Arts (B.A.), English and Creative Writing
Investment Planning Counsel October 2014 - Present
Assante Wealth Management October 2007 - October 2014
Skills
Investments, Retirement Planning, Strategic Financial..., Coaching, Wealth Management, Public Speaking, Estate Planning, Asset Management, PowerPoint, Investment Strategies, Financial Planners, Retirement, Insurance, Mutual Funds, Investment Management, Critical Illness
Education
Université d'Auvergne (Clermont-Ferrand I) 1989 — 1990
Certificate in French Studies, French Studies
Institut de Touraine, France 1987 — 1989
French Studies
Dalhousie University 1980 — 1982
Kenesiolgy
University of Calgary
Glass Slipper Princess Parties August 2014 - Present
Freelance August 2013 - Present
Fantasy Fables Children's Entertainment Inc. September 2011 - August 2014
Assante Wealth Management June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, People Skills, Customer Service, Customer Acquisition, Marketing, Secretarial Skills, Pilates Instruction, Microsoft Word, Organization Skills, Fashion, Living Abroad, Singing, Teamwork, Public Speaking, PowerPoint
Education
Carleton University 2011 — 2016
Bachelor of Commerce (B.Com.), Accounting
LUISS Guido Carli University 2013 — 2014
Bachelor of Commerce (B.Com.), Finance and Marketing
Assante Wealth Management July 2015 - Present
Seasons in the Park April 2014 - Present
Assante Wealth Management October 2014 - July 2015
North American Produce Sales May 2011 - September 2014
Seasons in the Park September 2012 - May 2014
McDonald's Corporation February 2007 - May 2011
Skills
Customer Service, Time Management, Social Networking, Sales, Inventory Management, Food Service, Microsoft Office, Social Media, Team Building, Cash Handling, Data Entry
Education
Simon Fraser University 2010 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Kwantlen University College 2008 — 2010
Associate of Arts (AA), Sociology
TD August 2014 - Present
BrandSpark International May 2015 - August 2015
Assante Wealth Management September 2014 - November 2014
Forever 21 June 2012 - August 2013
Skills
Sales, Time Management, Leadership, Retail Sales, Retail, Customer Service, Teamwork, Microsoft Office, Social Media, Team Leadership, Fundraising, Management, Social Networking, Marketing, Event Planning, Research, Public Speaking
Education
York University - Schulich School of Business 2013 — 2017
International Bachelor of Business Administration (Candidate)
IÉSEG School of Management
North Toronto Christian School 2007 — 2013
Ontario Secondary School Diploma
PCM December 2014 - Present
Assante Wealth Management December 2006 - December 2014
Berkshire Capital Securities LLC January 2004 - November 2006
TD WahterHouse Investment Advice March 2002 - December 2003
Skills
Tokenization, Data Recovery, Cloud Applications, Cloud Computing IaaS, Dell PowerEdge Servers, Business Strategy, WebSphere Application..., Network Security, New Business Development, Cloud Storage, Strategic Planning, Finance, HP Server Hardware, Investments, Cloud-based, Cloud Computing, Cisco Technologies, Cloud Security, Wealth Management, Enterprise Software, Microsoft Office, Retirement Planning, Customer Service, Wealth, Mutual Funds, Project Management, Budgets, Marketing Strategy, Investment Advisory, Negotiation, Research, Investment Strategies, Strategic Financial..., Public Relations, Asset Allocation, Financial Planning
Education
Concordia University 1995 — 1999
Bachelor's degree, Major in Finance option Marketing, Bachelor
University of Delaware 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
North American Women's Association 2006 - 2010
North American Women's Association September 2006 - May 2008
Assante Wealth Management September 1996 - August 1999
Japan Camera Centre January 1986 - June 1997
CIBC June 1989 - September 1991
Skills
Nonprofits, Non-profits, International..., Community Development, Event Planning, Research, Coaching, Community Engagement, Program Development, Capacity Building, Policy Analysis, Proposal Writing
Education
The University of Winnipeg 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Elavon, Inc. March 2015 - August 2015
Intelex Technologies Inc. January 2014 - September 2014
Aussie Farmers Direct March 2013 - August 2013
Assante Wealth Management April 2012 - September 2012
Lytton Park Tennis May 2006 - August 2011
Skills
Sales, Sales Management, Organizational..., Team Leadership, Friendly Personality, Committment, Business Development, Teamwork, Program Management, Sales Operations, Management, Marketing, Entrepreneurship, Communication, Social Media, Leadership, Microsoft Office, Project Management, Customer Service, Microsoft Excel, Time Management
Education
Humber College 2015 — 2017
Sustainable Energy and Building Technology
Wilfrid Laurier University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Assante Wealth Management February 2015 - Present
Retail Mortgage Operations at CIBC July 2013 - July 2014
SECURCOR SECURITIZATION GROUP March 2008 - November 2012
ACCREDITED HOME LENDERS CANADA October 2006 - January 2008
FIRST CANADIAN TITLE April 2005 - October 2006
CI Investments Inc. – Canada’s Investment Company October 2004 - April 2005
Pilipinas Bank 1988 - 1997
Skills
Account Reconciliation, Accounts Payable, QuickBooks, Electronic Funds..., Bookkeeping, Banking, General Ledger, Disbursement, asset available for..., Variance Analysis, Highly motivated..., Funding, MS Excel Pivot Tables, Financial Analysis, Time Management, Financial Modeling
Education
Aquinas University 1985 — 1986
Bachelor of Science in Business Adminstration, Accounting
ICIT Canada
CI Investments Inc. – Canada’s Investment Company July 2014 - Present
CI Investments April 2004 - June 2014
Assante Wealth Management October 1999 - March 2004
Skills
Business Continuity, Information Security..., Risk Assessment, SDLC, Change Management, IT Management, Project Management
Education
McMaster University 1988 — 1992
Bachelor of Engineering, Electrical Engineering
(ISC)2
Certified Information Systems Security Professional (CISSP)
DRI Canada
Associate Business Continuity Planner
Worldsource Financial Management April 2009 - Present
Worldsource Financial Management January 2009 - Present
Assante Wealth Management October 1996 - November 2008
ASSANTE WEALTH MANAGEMENT / CIG MUTUAL FUND January 1996 - January 2008
YARLMETAL FABRICATION January 1993 - January 1996
Skills
Mutual Funds, Wealth Management, Investments, Strategic Financial..., Securities, Risk Management, Insurance, Financial Services, Banking, Equities, Asset Managment, Portfolio Management, Hedge Funds, Retirement Planning, Financial Risk, Trading, Leadership, Accounting, Asset Management
Education
Seneca College of Applied Arts and Technology 1991 — 1994
Diploma, Accounting
Seneca College of Applied Arts and Technology 1991 — 1994
Diploma, Accounting and Finance
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
ScotiaMcLeod May 2011 - Present
Assante Wealth Management January 2008 - May 2011
AGF Management Limited March 2006 - January 2008
RBC Insurance June 2003 - March 2006
Equion Securities Canada Ltd. June 1998 - September 1999
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Strategic Financial..., Wealth, ETFs, Insurance, Mutual Funds, Investment Strategies, Financial Services, Financial Planners, Investments, Asset Allocation, Finance, Investment Management, Securities, Financial Advisory, Alternative Investments, Asset Management, High Net Worth..., Portfolio Management, Equities, Financial Planning
Education
Concordia University 1999 — 2003
BA, Political Science
KLO Financial Services Inc. November 2007 - Present
Eastport Financial Group 2013 - June 2014
Mills Group of Companies November 2010 - November 2012
BMO Harris Private Banking February 2010 - November 2010
Stonegate Private Counsel March 2007 - March 2010
Assante Wealth Management 2007 - 2009
Grant Thornton LLP September 2003 - March 2007
WBLI Chartered Accountants May 2000 - September 2003
Daley Black & Moreira (now Mcinnes Cooper) May 1989 - May 2000
Deloitte May 1981 - May 1989
Skills
Accounting, Financial Planning, Financial Accounting, Insurance, Estate Planning, Investments, Income Tax, Corporate Tax, Tax Compliance, Tax Preparation, Wealth Management, Strategic Financial..., Financial Planners, Tax, Financial Advisory, Financial Analysis, High Net Worth..., Business Valuation, Finance, Small Business
Education
Saint Mary's University 1977 — 1981
B. Comm, Accounting
Mahone Bay High School 1971 — 1977
Banque Nationale Investissements April 2014 - Present
Assante Wealth Management February 2012 - April 2014
CIC May 2011 - September 2011
Skills
Investissements, Analyse financière, Portfolio Management, Financial Markets, Fixed Income, Asset Management, Finance d'entreprise, Mutual Funds, Salesforce.com, Derivatives, Asset Allocation, GB Funds, Investments, Financial Analysis, Finance, Preferred Equity, Corporate Finance, Bloomberg, Financial Modeling, Investment Advisory
Education
ISC Paris 2010 — 2012
Master 2 (Équivalent du diplôme de maîtrise au Quebec), Finance
Institut Mongazon 2008 — 2010
Diplôme de premier cycle (bac +2), Classes préparatoires
Connor Clark & Lunn Private Capital January 2013 - Present
Connor Clark & Lunn Private Capital October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc. April 2010 - September 2011
ESG Investing Group November 2009 - December 2010
CI Investments May 2006 - November 2008
Assante Wealth Management June 2004 - November 2008
Assante Asset Management December 2002 - June 2004
Assante Advisory Services June 2002 - December 2002
Dundee Wealth Management January 2002 - June 2002
Dundee Securities 1999 - 2002
Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics
Education
Ryerson University
Computer Science
St. Joseph's Convent 1990 — 1994
Canadian Securities Institute
Canadian Securities Course
Green Business League
Certified Green Consultant
Investment Planning Counsel November 2014 - Present
Holt Renfrew April 2008 - Present
Investment Planning Counsel April 2014 - November 2014
Assante Wealth Management August 2012 - April 2014
Assante Wealth Management February 2012 - July 2012
Assante Wealth Management January 2010 - April 2010
Skills
Investments, Team Leadership, Mutual Funds, Financial Services, Business Strategy, Customer Service, Financial Advisory, Analysis, Retail, Finance, Sales, Inventory Control, Team Building, Recruiting, Strategic Planning
Education
Ryerson University 2009 — 2012
Honours Bachelor of Commerce (B.Comm), Business Management / Finance
Seneca College of Applied Arts and Technology 2006 — 2009
Honours Business Administration Diploma, Financial Planning
Investment Funds Institute of Canada (IFIC)
Finance and Financial Management Services
Equity Associates Inc. May 2015 - Present
Independent Accountants' Investment Group and Counsel September 2003 - February 2014
Assante Wealth Management October 1997 - January 2003
Canadian Imperial Bank of Commerce May 1994 - September 1997
Canadian Imperial Bank of Commerce June 1993 - May 1994
Wood Gundy, Merrill Lynch Canada August 1990 - June 1993
Skills
Mutual Funds, Strategic Financial..., Investments, Financial Services, Wealth Management, Compliance, Risk Management, Risk Governance, Securities, Insurance, AML, Financial Risk, Bank Secrecy Act, Executive Management, Board of Director..., Change and Transition..., Credit, Board of Directors, Portfolio Management, Financial Advisory
Education
University of Guelph
Master's Degree, Leadership, College of Business and Economics
University of Toronto School of Continuing Education 2010 — 2011
Risk Management Certificate, Risk Management
Laurentian University/Université Laurentienne 1981 — 1986
Bachelor of Arts (B.A.), Economics and Political Science
Trinity College School 1974 — 1981
High School
Qtrade Financial Group October 2008 - Present
Assante Wealth Management March 2004 - October 2008
CI Investments Inc. September 2000 - March 2004
Skills
Customer Service, Team Leadership, Change Management, Problem Solving, Long-term Customer..., Operations Management, Process Improvement, Coaching, Relationship Management, Management, Business Analysis, Risk Management, Investments, Asset Managment, Mutual Funds, Financial Services, Wealth Management..., Banking, Asset Management, Leadership, Wealth Management, Securities, Call Centers, Insurance, Retirement, Wealth, Financial Analysis, Portfolio Management, Strategic Financial..., Business Strategy, Retirement Planning, Investment Advisory, Financial Planners, Financial Advisory, Estate Planning, Financial Modeling, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Finance, Analysis, Equities, Credit, Bonds, Loans, Options, ETFs, Financial Planning, Fixed Annuities
Education
Sheridan College 1995 — 1997
Diploma, Finance, General
JPMorgan Chase October 2013 - Present
JPMorgan Chase February 2013 - September 2013
Self Employed September 2010 - January 2013
HSBC November 2004 - July 2010
Assante Wealth Management 1999 - 2004
Skills
Credit Cards, Relationship Management, Marketing, Private Label, Business, Finance, Advertising, Corporate Branding, Consumer Branding, Communications Planning, Direct Marketing, Direct Mail, Leadership, Program Management, Customer Acquisition, Customer Retention, Financial Services, Banking, Management, Strategy, Marketing Strategy
Education
Concordia University 1994 — 1997
BComm
RPM Technologies June 1999 - Present
Assante Wealth Management 1998 - 1999
Skills
CRM, Requirements Gathering, SDLC, Team Leadership, Business Analysis, Risk Management, Software Project...
Education
McMaster University
Scotiabank March 2009 - Present
DundeeWealth Inc. March 2006 - February 2009
DundeeWealth Inc December 2004 - March 2006
RBC Dexia Investor Services May 2001 - August 2002
Assante Wealth Management May 2001 - August 2002
IFDS May 2000 - October 2000
Skills
Mutual Funds, Securities, Business Analysis, Financial Services, Fixed Income, Trading Systems, Equities, Business Process Mapping, Business Requirements, Requirements Gathering, Wealth Management, Back Office, Data Analysis, Requirements Analysis, Salesforce.com
Education
Ryerson University 2001 — 2004
BComm, Information Technology Management
University of Minnesota-Twin Cities
Business Analysis Certificate
Assante Wealth Management March 2008 - Present
Education
McGill University 2004 — 2007
B.Comm, Finance, Marketing
Dawson College
Assante Wealth Management August 1996 - Present
Jouveinal Inc. 1990 - 1996
Skills
Wealth Management, Retirement Planning, Investments, Investment Advisory
Education
GCVI 1972 — 1977
Canadian Forces School of Administration * Logistics
Carleton University
Languages
Assante Wealth Management August 2012 - Present
CI Investments Inc. May 2011 - August 2012
CI Investments Inc. August 2006 - April 2010
Sherrida Personal Management September 1998 - June 2004
Skills
Financial Services, Microsoft Office, Microsoft Excel, Managing Associates, Development Coaching, Business Correspondence, Estate Planning, Analysis, AML, Customer Service, Financial Advisory
Education
Queen's University 1989 — 1993
Bachelor of Arts, English
University of Alberta 1988 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Assante Wealth Management November 2005 - Present
Assante Wealth Management July 2002 - November 2005
Assante Wealth Management November 2000 - July 2002
Global Allocation Financial Group 1999 - 2000
Canada Trust 1998 - 1999
Canada Trust 1997 - 1998
Canada Trust 1995 - 1997
Skills
Creating a compelling..., Building commitment, Developing strategy, Mutual Funds, Retirement Planning, Organizational..., Wealth Management
Education
Fleming College 1980 — 1983
Business, Finance & Accounting
Varian Medical Systems September 2009 - Present
Varian Medical Systems May 2007 - September 2009
CENGEA Solutions Inc 2004 - 2007
Assante Wealth Management 2002 - 2004
James Richardson International 1999 - 2002
Manitoba Liquor Control Commission 1994 - 1999
Skills
SDLC, Business Analysis, Program Management, Process Improvement, Project Management, Software Project..., Cross-functional Team..., Change Management, Quality Assurance, Team Leadership, Leadership, Risk Management, Requirements Analysis, Medical Devices, Project Portfolio..., Software Development, Testing, Integration, Product Management, Business Process, Business Process..., PMP
Education
Red River College 1991 — 1993
Diploma, Computer Analyst/Programmer
Assante Hydrostone September 2013 - Present
Trampoline June 2012 - August 2013
Stewart McKelvey February 2009 - June 2012
Stonewater Homes February 2008 - February 2009
Dundee Private Investors Inc. 2003 - 2007
Assante Wealth Management 1996 - 2001
Investors Group 1992 - 1997
Skills
Microsoft Office, Microsoft Excel, Event Planning, Legal Research, Public Relations, Employee Benefits, Employee Relations, Advertising, Public Speaking, Email Marketing, Editing, Internal Communications, Strategic Communications, Marketing, Project Management
Education
H & R Block 2013 — 2013
Tax Preparation
Nova Scotia Community College 1990 — 1991
Business Administration
Prince Andrew High School 1985 — 1988
Academic Graduate
Softcom Inc. September 2014 - Present
Softcom Inc. May 2014 - August 2014
Carich Consulting Inc. August 2013 - May 2014
TD Wealth Management November 2013 - January 2014
Fin-XO Securities Inc. June 2012 - August 2012
John Molson MBA International Case Competition January 2012 - January 2012
Assante Wealth Management November 2011 - January 2012
KPMG July 2010 - July 2010
Guangzhou Baiyun Asset Appraisal Co., Ltd., Guangzhou, China July 2009 - August 2009
Skills
Microsoft Office, Problem Solving, Financial Modeling, Business Strategy, Microsoft Excel, Financial Analysis, Business Analysis, Accounting, Analysis, Banking, Financial Reporting, Corporate Finance, Data Analysis, Budgets, PowerPoint
Education
Concordia University 2010 — 2013
Master of Business Administration (MBA), Investment Management
South China Agricultural University 2006 — 2010
Bachelor of Economics, Finance and Financial Management Services
Assante Wealth Management January 2015 - Present
CI Investments Inc. January 2013 - January 2015
CI Investments Inc. January 2011 - January 2013
Gap Inc. October 2009 - June 2012
Rogers Communications April 2010 - December 2010
Concord Adex Developments October 2009 - March 2010
Skills
Customer Service, Selling, Microsoft Excel, Microsoft Office, Outlook, Time Management, Microsoft Word, PowerPoint, Sales, Teamwork, Customer Satisfaction, Customer Experience, Data Entry
Education
Georgian College 2006 — 2008
Dipolma, Police Foundations
KPMG Canada September 2013 - Present
Paint-A-Thon, Power Unit, Toronto, Ontario September 2010 - September 2012
Assante Wealth Management May 2012 - August 2012
Western Mustangs May 2011 - July 2011
Common Purpose, Mumbai, India July 2010 - August 2010
Skills
Fluent in Hindi, Proficient in Mandarin, Teamwork, Non-profits, Mandarin, Event Planning, Event Management, Problem Solving, Attention To Detail, Logistics, Microsoft Office, iWork, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Nonprofits, Project Management, Time Management, Research, Community Outreach, Analysis, Close Attention to..., Critical Thinking, Recruiting, Management, Project Planning, Microsoft Word, Accounting, Business
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
Bachelor of Arts Honors (4 Years) Business Administration, Business
A.Y. Jackson Secondary School 2007 — 2009
Ontario Secondary School Diploma (OSSD)
The Cathedral & John Connon School 1996 — 2007
Indian Certificate of Secondary Education (ICSE)
Assante Wealth Management 1990 - Present
CTV & CBC TELEVISION 1973 - 1990
BBC Radio (London) - CBC/Radio-Canada (Toronto) 1970 - 1973
Canadian University Service Overseas (CUSO) 1965 - 1969
Skills
Investment Advisory, Retirement Planning, Estate Planning, Investments, Strategic Financial..., Wealth Management, Investment Strategies, Mutual Funds, Asset Management, Financial Advisory, Wealth, Retirement, Asset Allocation, Financial Planners, Wealth Management..., Finance, Portfolio Management, Critical Illness
Education
University of Sussex, UK 1969 — 1970
M.A., Political Economy
The University of British Columbia
Bachelor of Arts (B.A.), Political Science & Slavonic Studies
Funding Wonder, Inc. July 2014 - Present
Corporate Finance Partners July 2014 - December 2014
Assante Wealth Management February 2013 - August 2013
Groupon July 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Data Entry, Outlook, Cashiering, Inventory Management, Gestion de portefeuille
Education
SKEMA Business School 2011 — 2014
Master in Management, MSc Financial Markets and Investments
Université de Strasbourg 2008 — 2011
Economics and Management Bachelor, Economics - Economical Analysis
Lycée Louis Pasteur - Strasbourg 2004 — 2007
Science Baccalauréat, Physics - Chemistry
CIBC Wood Gundy June 2014 - Present
Self Employed February 2011 - Present
Assante Wealth Management April 2012 - June 2014
RBC Dominion Securities November 2011 - March 2012
Fieldmasters Canada May 2005 - September 2010
Skills
Commodities, FX, GIS, Research, Geography, Event Planning, Marketing Strategy, Social Media Marketing, Interpersonal Skill, Office Administration, Networking, Investments, Mutual Funds, Marketing
Education
Canadian Securities Institute 2011 — 2012
CSC, CPH
The University of British Columbia 2005 — 2010
BA, Human Geography, Economics
Sir John A Macdonald
RBC Dominion Securities July 2014 - Present
Ontario Securities Commission May 2013 - July 2014
Assante Wealth Management December 2005 - May 2013
MFDA March 2009 - August 2009
Assante Wealth Management December 2005 - March 2009
Fundtrade March 2002 - May 2006
B2B Trust 2000 - 2002
RBC 1999 - 2001
Skills
Mutual Funds, Securities, Investments, Compliance, Wealth Management, AML, Estate Planning, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Planners, Asset Management, Portfolio Management, Retirement Planning, Wealth, Risk Management, Financial Services, Retirement, Auditing, Equities, Financial Advisory, Financial Risk, Team Management, Standards Compliance, Insurance, Asset Allocation, Fixed Income, Wealth Management..., Finance, Investment Management, Pensions, Banking, Hedge Funds, Mortgage Lending, Relationship Management, Fixed Annuities, Financial Analysis, Income Protection, Personal Financial..., Life Insurance, Alternative Investments, Personal Finance, Critical Illness, Trading, Series 7, Options, Bloomberg, Disability Insurance, Bonds, High Net Worth...
Education
Sheridan College 1992 — 1994
Education
George Brown College
Mount Florida
Sheridan College
Nursing RN
Great-West Life January 2004 - Present
Assante Wealth Management April 2003 - January 2004
James Richardson International April 1996 - April 2003
MTS Allstream September 1988 - April 1996
Cargill July 1987 - September 1988
Skills
Team Leadership, Systems Analysis, Requirements Analysis, Business Analysis, Project Management, Software Development, Project Planning, Quality Assurance, Business Process, Analysis, IT Recruitment, Resource Management, Performance Management, SDLC, Management, Leadership
Education
Red River College 1985 — 1987
Computer Analyst Programmer Diploma, Information Technology
Jencor Mortgage May 2011 - Present
Diversified Staffing Services Ltd. October 2006 - July 2010
Kendall Sinclair & Partners Financial Services March 2002 - June 2006
Assante Wealth Management 1993 - 2002
Skills
Refinance, Mortgage Lending, Commercial Mortgages, Loans, Sales, Residential Mortgages, Credit, Debt Consolidation, Credit Analysis, First Time Home Buyers, Mortgage Underwriting, Banking, Sales Management, Investment Properties, Real Estate, Certified Mortgage..., Investments, Real Estate Financing, Finance, Mortgage Banking, Referrals
Education
University of Ottawa 1985 — 1989
BSocSc, Sociology
Marianopolis College 1982 — 1984
Social Sciences
Riverdale High 1977 — 1982
HollisWealth (a division of Scotia Capital Inc.) August 2009 - Present
Assante Wealth Management April 2003 - April 2009
Charter One Mortgage January 2001 - December 2001
Chase Manhattan Corporation June 2000 - January 2001
Skills
Investments, Mutual Funds, Tax, Retirement Planning, Investment Strategies, Equities, Fixed Income, Financial Advisory, Financial Services, Trading, HollisWealth &..., nor do they supervise..., Options, Wealth, Banking, Asset Management, Capital Markets, Bonds, Finance, Wealth Management..., Alternative Investments, Financial Risk, Financial Analysis, Asset Allocation, Estate Planning, Securities, Strategic Financial..., Investment Advisory, Hedge Funds, Retirement, Mortgage Lending, Financial Planners, Wealth Management, ETFs, Analysis, Investment Management, Portfolio Management
Education
David N. Myers University 1997 — 2000
BBA, Economics/Finance
RNRY
Sun Life Financial October 2010 - Present
Sun Life Financial April 2010 - January 2011
BCSC Securities Policy Advisory Committee 2007 - 2010
Dawn Daughton Consulting 2008 - 2009
Assante Wealth Management March 2005 - November 2008
belairdirect / ING Canada February 2004 - March 2005
Berkshire Group February 1998 - March 2003
TD Waterhouse February 1996 - February 1998
CIBC Wood Gundy February 1994 - February 1996
Skills
Retirement, Wealth Management, Financial Services, Strategic Financial..., Small Business, Securities, Risk Management, Investments, Disability Insurance, Retirement Planning, Estate Planning, Insurance, Employee Benefits, Critical Illness, Asset Management, Recruiting, Financial Planners, Investment Advisory, Management, Mutual Funds, Portfolio Management, Fixed Annuities, Succession Planning, Business Development, Investment Strategies, Long-term Care, Mortgage Lending, Finance, Wealth, Health Insurance, Equities, Life Insurance, Financial Planning
Education
McMaster University 1990 — 1993
B.A., Psychology
Assante Wealth Management 1985 - Present
Assante Estate & Insurance Inc. 1998 - 2011
DPM Financial Planning Group October 1984 - September 1998
Skills
Estate Planning, Investments, Wealth Management, Retirement, Asset Allocation, Portfolio Management, Securities, Finance, Tax, Wealth Management..., Asset Management, Financial Services, Investment Management, Pensions, Insurance, Critical Illness, Equities
Education
Concordia University 1977 — 1980
B Comm, with distinction - Marketing and Entrepreneurship
Assante Wealth Management September 2010 - Present
Skills
Coaching, Retirement, Team Leadership, Customer Service, Process Improvement, Relationship Management, Business Strategy, Strategic Planning, Business Development
Education
Concordia University
CEGEP - John Abbott College
RBC Dominion Securities June 2008 - Present
RBC Dominion Securities June 2008 - Present
rbc 2006 - 2008
RBC ROYAL BANK 2004 - 2006
RBC Royal Bank 2002 - 2004
RBC Royal Bank 2001 - 2002
Global Maxfin Investments Inc. 1999 - 2001
Assante Wealth Management 1998 - 1999
Clarica Financial Services 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Investment Management, Insurance, Charities, Portfolio Management
Education
Northern Alberta Institute of Technology 1981 — 1983
Cape Breton University 1978 — 1979
Manulife Asset Management January 2014 - Present
John Hancock Financial Services August 2013 - January 2014
Manulife Financial January 2013 - August 2013
Manulife Financial July 2012 - January 2013
Assante Wealth Management June 2011 - August 2011
Deloitte Canada May 2010 - August 2010
Stericycle May 2009 - August 2009
Skills
Research, Financial Modeling, CRM, Investments, Sales, Economics, Marketing, Finance, Financial Analysis
Education
McGill University 2008 — 2012
Bachelor of Commerce, Minor in Economics, Concentration in Finance
University of Toronto 2011 — 2011
International Economics
Amsterdam University of Applied Sciences 2010 — 2011
Bachelor of Commerce, Economics, Finance, Marketing
HES Amsterdam School of Business
program for Bachelor of Commerce
Financial Resource Partners August 2012 - August 2013
Assante Wealth Management October 2011 - July 2012
AIG January 2007 - October 2011
Laing & Rohr Chartered Accountants July 2005 - December 2006
Amvic Building System April 2003 - July 2005
Skills
Insurance, Financial Reporting, Process Improvement, Management Accounting, IFRS, SAP, Financial Recruiting, Talent Acquisition, Talent Management, FPA, Accounting, Financial Modeling, Consolidation, Account Reconciliation, Variance Analysis
Education
AICPA 2013 — 2013
CGMA (Chartered Global Management Accountant)
CPA Canada 2012 — 2012
CPA (Chartered Professional Accountant)
The Institute of Chartered Accountants of Ontario 2007 — 2007
CA (Chartered Accountant)
AICPA 2002 — 2002
CPA (Certified Public Accountant)
Ben-Gurion University of the Negev 1997 — 2001
BA (major in Accounting), Accounting, Economics
Shambhala Mountain Center April 2014 - Present
Shambhala Mountain Center July 2013 - April 2014
Northwest Regional Primary Care Association September 2008 - May 2013
Nitartha Institute July 2002 - August 2008
Assante Wealth Management January 1997 - June 2002
Fortune Financial June 1994 - January 1997
Skills
Fundraising, Partnership Development, Grant Writing, Marketing, Volunteer Management, Program Management, Non-profits, Partnerships, Community Outreach, Public Speaking, Operations Management, Strategic Planning, Program Development, Program Evaluation, Nonprofits, Budgets, Healthcare, Grants, Training, Annual Giving, Qualitative Research, Public Health, Event Planning, Policy, Fundraisers, Management, Research, Leadership, Community Development, Project Management, Teaching, Editing, Leadership Development, Workshop Facilitation, Staff Development, Non-profit Board..., Policy Analysis, Public Relations, Social Media, Philanthropy, Organizational..., Recruiting, Team Building, Stewardship, Non-profit..., Coaching, Board Development, Project Planning
Education
Carnegie Mellon University 1969 — 1971
english, engineering
Pavilion Financial Corporation April 2014 - Present
National Bank Financial December 2011 - April 2014
Wellington West August 2008 - January 2012
Wellington West Asset Management Inc. February 2007 - July 2008
Assante Wealth Management September 2005 - March 2006
Assante Wealth Management August 2000 - September 2005
Skills
Excel, Microsoft Office, PowerPoint, Microsoft Excel, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Banking, Project Management, Asset Management, Investment Strategies, Investments, Securities, Equities, Bonds, Investment Advisory
Education
Canadian Securities Course 2011 — 2012
Currently enrolled in CSC
The University of Winnipeg 1990 — 1995
BA, Psychology, Biology, physiological psych.
St. James Collegiate High School 1986 — 1989
Assante Wealth Management Quebec June 2012 - Present
Assante Wealth Management July 1993 - Present
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Investments, Investment Strategies, Mutual Funds, Retirement, Strategic Financial...
Education
Quebec Institute of Financial Planning 1997 — 1997
FP, Financial Planning
The Financial Planners Standards Council Of Canada 1997 — 1997
CFP, Financial Planning
Order of Chartered Administrators 1996 — 1996
C.Adm., Finance
Concordia University 1987 — 1990
B.Comm., Finance
Assante Wealth Management 2006 - Present
National Bank Securities 2004 - 2006
AIC Mutual Funds 2001 - 2004
Environics Research Group 1994 - 2001
Skills
Financial Services, Financial Advisory, Investments, Business Development, Derivatives, Mutual Funds, Marketing, Management, Investment Strategies, Market Research, Investment Advisory, Wealth Management, Portfolio Management
Education
HEC Montréal 1987 — 1990
Business
College Jean-de-Brebeuf 1985 — 1987
DEC
Assante Wealth Management 1997 - Present
FPC Investments 1985 - 1997
Skills
Retirement, Wealth, Investment Advisory, Portfolio Management, Finance, Investment Strategies, Personal Tax Planning, Wealth Management, Investments, Retirement Planning for..., Estate Planning, Strategic Financial..., Financial Planners, Wealth Management..., Retirement Planning, High Net Worth..., Mutual Funds, Financial Advisory, Critical Illness, Income Protection, Pensions, Asset Allocation, Securities, Asset Management, Financial Planning, Risk Management, Wealth Accumulation, Investment Management, Personal Financial..., Personal Finance, Savings, ETFs, Holistic Financial..., Retirement Savings, Financial Services, Equities
Education
CSI 2009 — 2010
CIM, Securities
Financial Planning Standards Council
CFP, Personal Finance
The University of British Columbia 1976 — 1980
BCom
RBC Dominion Securities 2009 - Present
Assante Wealth Management 2003 - 2009
DPM 1996 - 2000
Skills
Wealth Management, Investment Advisory, Investment Strategies, Financial Planning, Asset Management, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Retirement Planning, Equities
Education
Concordia University
B.Comm Fin, Finance
Global Wealth Builders November 2008 - Present
ING Bank Ukraine 2006 - 2008
Assante Wealth Management 2001 - 2004
Skills
Investments, Investment Management, Asset Managment, Corporate Finance, Due Diligence, Equities, Capital Markets, Investment Banking, Economics, Portfolio Management, Investment Advisory, Investment Strategies, Wealth Management, Financial Analysis, Fixed Income, Securities, Mutual Funds, Bonds, Asset Management, Emerging Markets, Financial Markets, Equity Research
Education
University of Manitoba 1999 — 2001
MA, Economics
Odessa State Economics University 1994 — 1999
Master's, Finance and Credit
Softchoice August 2015 - Present
Softchoice September 2012 - Present
Shopcastr Inc. January 2012 - May 2012
Business News Americas December 2008 - March 2010
Assante Wealth Management May 2007 - September 2007
Rogers Communications April 2006 - September 2006
Skills
Sales, Management, Marketing Strategy, Project Management, Customer Service, Research, Team Leadership, Business Development, New Business Development, Strategic Planning, Product Marketing, Account Management, Negotiation, Creative Problem Solving, Solution Selling, B2B, Customer Retention
Education
CBS 2011 — 2011
Master of Business Administration (MBA)
2010 — 2011
MBA, International Business focus
Assante Wealth Management October 2014 - Present
Financial Intelligence September 2007 - Present
Industrial Alliance February 2010 - October 2014
Weigh House Investor Services 2009 - 2010
BMO Harris Private Banking September 2007 - February 2009
Transamerica Life Canada 2001 - 2007
Aegon 2001 - 2007
DundeeWealth Inc. 1998 - 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Insurance, Investments, Mutual Funds, Life Insurance, Disability Insurance, Estate Planning, Retirement, Critical Illness, Investment Strategies, Business Strategy, Financial Services, Portfolio Management, Financial Planners, Strategic Planning, Fixed Annuities, Business Planning, Marketing Strategy, Financial Advisory, Investment Advisory, Term Life Insurance, Wealth, Financial Planning, Health Insurance, Long-term Care, Sales, Small Business, Coaching, Risk Management, Employee Benefits, Pensions, Finance, Relationship Management, Management, Asset Allocation, Securities, Financial Analysis, Leadership, Strategy
Education
Centennial College 1989 — 1992
International Business, International Business
De La Salle 1984 — 1987
High School, High School
Corinthian Wealth Management April 2007 - Present
AIG Financial Advisors October 2005 - March 2007
Sentra Securities Corporation October 2003 - October 2005
Assante Wealth Management January 1999 - September 2003
Reinhardt Werba Bowen Securities, Inc. June 1996 - January 1999
Skills
Special Needs Trust Mgmt, Special Needs Trusts, Financial Advisory, Wealth Management, Insurance Services, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Management, Retirement Planning, Estate Planning
Education
San Jose State University
Bachelor of Arts (B.A.), Business Marketing & Finance
Assante Wealth Management October 2012 - Present
Deloitte & Touche March 2011 - May 2012
Education
Concordia University 2007 — 2010
B.Comm
CFA Institute
Assante Wealth Management June 2014 - Present
Assante Wealth Management May 2013 - May 2014
J&R Hall Transport June 2011 - August 2011
J&R Hall Transport January 2006 - June 2011
Clear Path Employer Services September 2010 - December 2010
Teranet Inc. January 2010 - April 2010
Altruck International Truck Centres June 2009 - August 2009
SSS Relay for Life Committee February 2008 - May 2008
New Dundee Golf and Country Club May 2005 - September 2005
Skills
Statistics, QuickBooks, PowerPoint, Time Management, Accounting, Microsoft Office, Teamwork
Education
Carleton University 2015 — 2017
Bachelor’s Degree, Computer Science
Carleton University 2011 — 2014
Bachelor's Degree, Honours Applied Economics, With Distinction
Assante Wealth Management March 2015 - Present
CI Investments Inc. October 2013 - February 2015
Sheridan January 2013 - March 2013
FedEx Ground May 2012 - July 2012
Future Shop November 2011 - December 2011
Iberic Oil October 2010 - April 2011
Skills
Microsoft Office, Time Management, Teamwork, Microsoft Excel, PowerPoint, Accounting, Marketing, Research, Microsoft Word, Customer Service, Account Reconciliation, Team Leadership, Project Management
Education
Sheridan College 2009 — 2013
Bachelor's of Business Administration - Global Business Management, Logistics and Marketing
Assante Wealth Management ManagerAssante Wealth Management2006 - 2011
Skills
Investments, Leadership, Wealth Management, Mutual Funds, Retirement Planning
Education
Concordia University 2001 — 2004
Marianopolis College 1999 — 2001
Assante Wealth Management December 2008 - Present
Alcoa September 2000 - March 2003
Skills
Administrative..., Spreadsheets, Outlook, Microsoft Excel, Office Administration, Data Entry, Bookkeeping, Customer Service, Regulatory Compliance, Payroll Processing, Corporate Tax, Sales Tax, QuickBooks, Simply Accounting, PowerPoint
Education
George Brown College
Bachelor of Business Administration (BBA)
Bline Save consultants Inc. September 2015 - Present
Portfolio Strategies Securities Inc October 2011 - Present
B2B Bank March 2011 - October 2011
Beacon Wealth Management January 2010 - August 2011
DundeeWealth Inc. 2009 - January 2010
Assante Wealth Management July 2003 - November 2008
Equion Financial Group May 2000 - February 2002
CM Oliver Financial Corporation July 1998 - April 2000
Skills
Accounting, Regulatory Risk, Investments, Regulations, Wealth Management, Mutual Funds, Strategic Financial..., Securities, Business Development, Investment Strategies, Investment Advisory, Estate Planning, Financial Services, Portfolio Management, Strategy, Financial Advisory, Retirement, Equities, ETFs, Wealth, Retirement Planning, Asset Management, Investment Management, Finance, Financial Planners, Insurance, Alternative Investments, Wealth Management..., Banking, Asset Allocation, Private Equity, Hedge Funds, Relationship Management, High Net Worth..., Fixed Income, Bonds, Capital Markets, Corporate Finance, Financial Risk, Fixed Annuities, Investment Banking, Pensions, Risk Management, Financial Planning
Education
CSI Institute (PDO) 2007 — 2007
PDO (IIROC), Financial services Exam
Langara College (CGA Program) 1987 — 1989
Diploma Hons, Accounting(3rd level CGA)
The University of British Columbia 1980 — 1984
BA, Economics
Assante Wealth Management January 2008 - Present
Scotiabank January 2007 - January 2008
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Asset Allocation, Investments, Risk Management, Stock Trading, Asset Management
Education
Bishop's University 2002 — 2006
BBA, Finance
St. Marks
Veta.club September 2015 - Present
TEC Energy Inc. April 2015 - July 2015
Denis Ethier Arpenteur-Géomètre June 2014 - June 2015
Institut universitaire en santé mentale de Montréal April 2010 - May 2015
SDI Marketing February 2015 - April 2015
Assante Wealth Management December 2014 - January 2015
Bloomberg LP 2014 - 2015
Location MSA October 2009 - December 2014
Personal Portfolio Management 2007 - 2014
Boston Pizza October 2007 - January 2010
Skills
Stock Trading, Corporate Finance, Financial Analysis, Management Consulting, Financial Modeling, Time Management, Technical Data Analysis, Coding Languages, Market Research, Due Diligence, Investment Management, Marketing Material &..., Microsoft Office, Advanced Excel macro/VBA, Negotiation, Big Data Analytics, Creativity Skills, Operations Management, Strategic Planning, Social Networking, Investment Strategy..., Interpretation &..., Investment Advisory, Bloomberg Terminal, Organizational..., Investment Banking, Leveraged Finance, Graphic Design, Video Editing, Website Development, Mental Health, Interior Design, Distribution Logistics, Strategic Hedging, Macroeconomic..., Microsoft Operating...
Education
HEC Montréal
Master’s Degree, Financial Engineering
Harvard Business School
Pre-MBA HBX CORe Intensive
McGill University 2012 — 2014
Bachelor of Commerce, Major in Finance, (Desautels Faculty of Management)
Concordia University 2014 — 2014
Summer Exchange, Canadian Law/Legal Studies/Jurisprudence, Compliance
Marianopolis College 2010 — 2012
Diploma of College Studies, Accounting, Commerce and Management, Dean's List
Collège Jean de la Mennais 2005 — 2010
Diplôme d'études secondaires, Enrich Program, Dean's List
Assante Wealth Management June 2006 - Present
The Expatriate Group Inc. June 2006 - Present
Calgary Arts Academy 2011 - 2015
Calgary Arts Academy 2011 - 2015
Calgary Arts Academy 2011 - 2015
Town of Canmore May 2004 - June 2005
Alberta Municipal Affairs May 2004 - May 2005
Travel Alberta April 2003 - September 2003
University of Lethbridge 1998 - 2003
WestJet 1999 - 2002
Skills
Team Building, Onboarding, Human Resources, Performance Management, New Hire Orientations, Employee Relations, Leadership, Conflict Resolution, Payroll, Personnel Management, Customer Service, Orientation, Payroll Administration, Expatriate Tax, Wealth Management..., Expatriate Management, Repatriation, Web Development, Client Relations, Client Services, Public Speaking, Marketing Communications, Non-Resident Wealth..., Teamwork, Sales, Interpersonal..., Process Improvement, Operational Excellence, Arbitration, Creative Writing, Microsoft Excel, Professional..., Strategic Planning, Business Strategy, Small Business, Senior Administration, Event Planning, Photography, Safety Management..., Human Resource..., Office Administration, Team Building..., Strategy Implementation, High Performance Sales..., Stakeholder Engagement, Business Planning, Strategic Vision, Feedback Management, Income Tax, Investment Management
Education
Canadian Securities Institute 2006 — 2007
CSC, Finance, General
Alberta Municipal Health & Safety Association (AMHSA ) 2004 — 2004
Health & Safety Auditor, Health & Safety
The University of Lethbridge 1997 — 2004
Bachelor of Management, Human Resources
Western Canada High School 1995 — 1997
Cakes in a Box Co. July 2014 - Present
Urban Cultivator May 2014 - Present
TEDxVancouver April 2014 - Present
Pigeons & Planes (Complex Media, Inc. O&O) October 2011 - Present
Lost Boys Life (lostboyslife.com) March 2011 - October 2014
The University of British Columbia December 2012 - March 2014
Assante Wealth Management August 2012 - December 2012
The University of British Columbia September 2011 - April 2012
The University of British Columbia July 2010 - September 2010
Starbucks January 2008 - January 2010
Skills
Editing, Writing, Blogging, Research, Music, Online Marketing, HTML, Online Research, WordPress, Social Media, Social Networking, Management, Event Planning, Customer Service, Copy Editing, Creative Writing
Education
The University of British Columbia 2007 — 2012
Bachelor of Arts, English Literature and Psychology
Knowledge First Financial March 2014 - Present
Investment Planning Counsel of Canada April 2009 - March 2014
Assante Wealth Management September 2006 - November 2008
RBC April 2004 - June 2006
RBC Dominion Securities January 2003 - April 2004
RBC October 2001 - December 2002
Berkshire Investment Group 1997 - 2000
Skills
Asset Managment, Brokerage, Securities, Risk Management, Investments, Banking, Financial Risk, Finance, Auditing, Leadership, Mutual Funds, AML, Investment Advisory, Wealth Management, Portfolio Management, Commodity Risk..., Asset Management, Credit, Wealth Management..., Retirement Planning, Insurance, Estate Planning, Retirement, Compliance, Investment Strategies, Financial Services, Financial Analysis, Strategic Financial..., Financial Advisory, Wealth, Equities, Hedge Funds, Alternative Investments, Options, Due Diligence, Asset Allocation, Series 7, Mortgage Lending, Life Insurance, ETFs, High Net Worth..., Relationship Management, Financial Markets, Pensions, Financial Planners, Fixed Income, Fixed Annuities, FINRA, Capital Markets, Personal Financial...
Education
University of Alberta 1981 — 1983
Bachelor of Commerce (B.Com.)
Red Deer College 1979 — 1981
B. Comm Transfer
CI Investments Inc. – Canada’s Investment Company 2015 - Present
Assante Wealth Management 2014 - 2015
Assante Wealth Management 2011 - 2014
Sun Life Financial 2009 - 2011
CI Investments 2007 - 2007
CI Investments 2006 - 2006
Skills
Marketing, Mutual Funds, Event Management, Wealth Management, Event Planning, Investments, Financial Services, Asset Allocation, Wealth, Investment Advisory, Marketing Strategy, Social Media Marketing, Marketing Communications
Education
Acadia University 2003 — 2007
Bachelor’s Degree, Recreation Management
University of Toronto 2009 — 2011
Certificate, Project Management
LRL Associates Ltd. Accounting ClerkLRL Associates Ltd.January 2012 - Present
PCA Adjusters January 2009 - December 2011
Assante Wealth Management August 2007 - October 2008
Assante Capital Management September 2005 - August 2007
BMO Financial Group December 2003 - August 2005
BMO Financial Group March 2003 - December 2004
BMO Financial Group February 2002 - March 2003
BMO Financial Group March 2001 - February 2002
BMO Financial Group January 2000 - March 2001
Skills
Microsoft Word, Microsoft Excel, Accounting, Business Correspondence, Digital Dictation, Customer Service, Data Entry
Education
Algonquin College of Applied Arts and Technology 2009 — 2013
Bookkeeping Certificate
Assante Wealth Mangement February 2000 - Present
Assante Wealth Management 2000 - Present
Skills
Investment Advisory, Retirement, Investments, Equities, Mutual Funds, Asset Allocation, Wealth Management, Investment Management, Financial Services, Relationship Management, Estate Planning, Portfolio Management, Retirement Planning, Asset Managment, Securities, Insurance, Risk Management, Strategic Financial..., Pensions, Financial Advisory, Wealth, Banking, Finance, Investment Strategies, Alternative Investments, Asset Management, Financial Planners, Fixed Income, Financial Planning
Education
Humber College 1995 — 1997
Business Management, Business, Management, Marketing, and Related Support Services
Uber June 2014 - Present
Uber February 2014 - June 2014
Uber May 2012 - January 2014
Vanalytics - Financial Technologies June 2011 - April 2012
Assante Wealth Management December 2010 - December 2011
Bright Trading January 2010 - September 2010
All In One Landscaping April 2008 - September 2009
Skills
Financial Modeling, Portfolio Management, Analytics, Entrepreneurship, Business Development, Social Media, HTML, Marketing Strategy, Business Strategy, Management Consulting, PostgreSQL, SQL, Net Promoter Score, Email Marketing
Education
General Assembly 2012 — 2012
Front-End Web Development
Trinity Western University 2006 — 2011
BBA, Finance
Fachhochschule Wiener Neustadt 2007 — 2008
Finance
Crowd Wellness February 2015 - Present
Winflex Health Solutions Inc May 2011 - August 2011
Co-Athletic May 2011 - July 2011
Assante Wealth Management July 2009 - June 2011
Ewareness Holistic Marketing December 2008 - May 2011
bubblebox:media August 2008 - October 2008
Skills
Blogging, Social Media, SEO, Social Media Marketing, Email Marketing, Wordpress, Writing, Brand Development, Graphic Design, Website Development, Web Development, Web Content, Web Marketing, Strategic Communications, Project Management, Photography, Online Marketing, Social Networking, Online Advertising, WordPress, Facebook, Web Design, Joomla, Web Analytics, E-commerce
Education
British Columbia Institute of Technology 2007 — 2008
Senior Management Certificate in New Media & Web Development, New Media and Web Design
Camosun College 2004 — 2007
Business Administration, Business
LoyaltyOne January 2014 - Present
Target February 2012 - January 2014
TD Canada Trust December 2008 - January 2012
The Waterside Inn July 2008 - December 2008
Tim Hortons July 2005 - July 2008
Assante Wealth Management 2005 - 2006
Skills
Brand Development, Marketing Management, Marketing Communications, Marketing Strategy, Public Speaking, Public Relations, Consumer Behavior, Customer Experience, Professional..., Customer Insight, Customer Service, Report Writing, Relationship Marketing, Attraction Marketing, Leadership, Business Analysis, Marketing, Management, Training, Sales, Customer Satisfaction, Marketing Research, Market Research, Retail, Teamwork, Competitive Analysis, Merchandising, Brand Management, Market Analysis, Inventory Management, Microsoft Excel, Forecasting, Social Media Marketing, Team Leadership, CRM, People Skills, Commitment to Quality, Consumer Marketing, Motivation, Business Insights
Education
Ryerson University 2009 — 2011
Bachelor of Commerce, Marketing
Sheridan College 2006 — 2009
Honours Advanced Diploma in Business Administration, Marketing
Turner Fenton High School
Turner Fenton High School
Turner Fenton High School
TELUS August 2015 - Present
Koodo Mobile October 2011 - August 2015
TELUS January 2011 - October 2011
TELUS October 2008 - January 2011
TELUS August 2005 - September 2008
Assante Wealth Management 2000 - 2005
Assante Wealth Management 2000 - 2005
Skills
Product Marketing, Customer Experience, Marketing, Multi-channel Marketing, Product Management, Cross-functional Team..., Telecommunications, Go-to-market Strategy, Mobile Devices, Sales, Wireless, Strategy, Competitive Analysis, Direct Sales, Business Strategy, Management, Solution Selling, Customer Service, Sales Management, Mobile Technology, Leadership, Team Leadership, New Business Development
Education
Seneca College of Applied Arts and Technology 1997 — 2000
Centennial High School 1994 — 1997
Flight Centre February 2012 - March 2014
Assante Wealth Management February 2010 - September 2011
Mexx Canada August 2009 - January 2010
Hudson's Bay Company August 2008 - June 2009
Superior Bridal 2007 - 2009
Cadillac Fairview January 2008 - June 2008
Boathouse 2003 - 2007
Skills
Advertising, Direct Marketing, Marketing, Marketing Strategy, Market Research, CRM, Social Media, Event Management, Sales, Management, Strategic Communications, Time Management, Adobe Creative Suite, Customer Service, Sales Operations, Customer Satisfaction, Marketing Communications, Social Media Marketing, Sales Management, Teamwork, Budgets, Public Speaking, Online Marketing
Education
Ryerson University 2009 — 2014
Bachelor of Commerce, Marketing Management
Seneca College of Applied Arts and Technology 2006 — 2009
Business Administration - Marketing, Brand Management
Mcgiveny
High school diploma
TMG The Mortgage Group Ontario Inc. June 2014 - Present
Dominion Lending Centres 2009 - June 2014
Russell Investments August 2006 - August 2007
Assante Wealth Management September 2005 - August 2006
CI Investments Inc. September 2003 - August 2005
CAA South Central Ontario October 1997 - February 2002
Skills
Banking, Mortgage Lending, Loans
Education
Seneca College of Applied Arts and Technology 1999 — 2002
HRA and FSU, Human Resources and Financial Services Underwriting
Nipissing University
BCOMM, Finance and Financial Management Services
University of Waterloo 2013 - Present
Assante Wealth Management June 2005 - Present
First Avenue Information Systems February 1992 - November 1995
Skills
Asset Allocation, Investments, Income Protection, Holistic Financial..., Portfolio Management, Securities, Segregated Funds, Accounts Receivable, Finance, Accounting
Education
Ryerson University 1984 — 1989
Bachelor of Business Management, Accounting and Taxation
Trisura Guarantee Insurance Company 2010 - Present
WillowStone Coaching and Consulting 2010 - 2010
Citigroup Inc. 2008 - 2010
Citigroup Inc. 2005 - 2008
Aon Hewitt 2003 - 2005
BMO Financial Group 2001 - 2004
Assante Wealth Management 1994 - 2001
Robert Half International 1987 - 1994
Skills
Talent Management, Talent Acquisition, Recruiting, Performance Management, Onboarding, Succession Planning, Employee Engagement, Workforce Planning, Employee Relations, Human Resources, Leadership Development, Organizational Design, Employer Branding, Organizational..., Coaching, Leadership, Strategy, HRIS, CRM, Deferred Compensation, Management, HR Consulting, Mergers & Acquisitions, Personnel Management, Temporary Placement, Human Capital, Benefits Administration, Career Development, Interviews, Employee Benefits, Applicant Tracking..., Compensation & Benefit, HR Policies, College Recruiting, New Hire Orientations, Organizational..., Executive Search, Technical Recruiting, Strategic HR, Taleo, Job Descriptions, Internet Recruiting, Benefits Negotiation, Recruitments, HR Transformation, Job Evaluation, Labor Relations, Employment Law, Employee Training, Executive Pay
Education
St. Francis Xavier University
Diploma Adult Education
Co-Active Coach
The Coaches Training Institute
HRPAO
CHRP, Human Resources
York University
BA
Assante Wealth Management November 2014 - Present
The Salvation Army December 2006 - Present
LOFT Community Services February 2014 - October 2014
Rapport Youth and Family Services September 2012 - November 2013
Sexual Assault Rape Crisis Center of Peel November 2012 - May 2013
Peel Poverty Action Group May 2012 - August 2012
New York University August 2009 - May 2012
Our Place Peel July 2011 - April 2012
Catholic Family Services of Peel Dufferin June 2010 - November 2010
Metropolitan United Church April 2008 - November 2010
Skills
Crisis Intervention, Case Managment, Mental Health, Community Outreach, Case Management, Program Development, Social Services, Research, Mental Health Counseling, Adolescents, Motivational..., Workshop Facilitation, Group Therapy, Psychotherapy, Family Therapy, Self-esteem, CBT, Counseling Psychology, Counselling, Psychology, Advocacy, Resource Management, Poverty Reduction, Feminist Theory, Anti-racism, Anti-oppression, Concurrent Disorders, Harm Reduction, Crisis Counselling, Treatment, SPSS, Critical Thinking, Social Justice, Dialectical Behaviour..., Solution Focused Therapy, Suicide Assessment, Self harm, Behaviour Assessment, Fundraising, Interventions, Mindfulness, Nonprofits, DBT, Addiction Recovery, Individual Counselling, Life Transitions, Stress Management, Qualitative Research, Job Search Strategies, Substance Use Disorders
Education
York University 2007 — 2011
B.A., Psychology
Sheridan College 2006 — 2007
SSW, Social Service Work
McKesson Canada November 2012 - Present
Synergis Capital June 2010 - May 2012
Assante Wealth Management September 2009 - May 2010
Prosys Tech Computers July 2003 - October 2008
Bombardier Aerospace February 2000 - August 2003
École Polytechnique de Montréal January 1995 - June 1998
Canadian Navy January 1991 - March 1993
Canadian Navy September 1982 - December 1990
Skills
Project Management, Management, Six Sigma, Team Leadership, Strategic Planning, Change Management, Process Improvement, Strategy, Finance, Leadership
Education
HEC Montréal 1998 — 1999
MBA, Finance & Production Management
Ecole Polytechnique de Montreal 1992 — 1994
M. Ing., Mechanical - Materials
Royal Military College of Canada/Collège militaire royal du Canada 1984 — 1987
BSC, Applied Sciences
Collège Jean-de Brébeuf
Worldsource Financial Management 2008 - 2011
Nunavut Business Credit Corporation(NBCC) 2007 - 2008
Global Maxfin Investments Inc. May 2005 - 2007
Assante Wealth Management 1999 - 2005
Fortune Financial Corporation 1995 - 1999
Skills
Mutual Funds, Wealth Management, Management, Securities, Retirement Planning, Business Development, Strategy, Insurance, Risk Management, Asset Managment, Investments, Strategic Partnerships, Business Strategy, Portfolio Management, Leadership, Financial Services, Investment Advisory, Retirement, Financial Advisory, Investment Strategies, Financial Analysis, Strategic Financial..., Strategic Planning, Finance, Change Management, Asset Management, Financial Planning, Team Management
Education
Trevecca Nazarene University 1981 — 1985
BSc, Computer Information Systems
Trevecca Nazarene University 1981 — 1985
BSc, Business Administration
CERTIFICATION
IPC Investment Corporation December 2008 - June 2015
Assante Wealth Management September 2003 - December 2008
Western International Media 1985 - 1998
Skills
Customer Service, Media Buying, Management, Social Media, Television, Advertising Sales, CRM, Radio, Administrative..., Radio Advertising, Broadcast Media Sales, Nielsen, Marketing Strategy, Direct Response, Advertising, Appointment Scheduling, Microsoft Office, Financial Services, Events Organisation, Tax Preparation
Education
George Brown College 1979 — 1981
Culinary Arts / Chef Training, Culinary Arts/Chef Training
Denis Morris High School, St. Catharines, ON 1973 — 1978
Grade 13, General Studies, 13
Schindler Elevator Corporation (Canada) November 2014 - Present
Senior HR Leader - Consultant 2013 - Present
Investment Planning Counsel Inc 2007 - 2013
Investment Planning Counsel 2006 - 2007
Assante Wealth Management 2005 - 2005
Intellon Corporation 2004 - 2005
Maxxam Analytics 2001 - 2004
ePod Corporation 1999 - 2001
Skills
Employee Relations, Talent Management, Human Resources, Performance Management, Recruiting, Employee Benefits, Succession Planning, HR Policies, Talent Acquisition, New Hire Orientations, Employee Training, Interviews, Coaching, HRIS, Management, Organizational..., Change Management, Budgets, Strategic Planning, Onboarding, Personnel Management, Project Management, Business Strategy, Project Planning, Corporate Communications, Team Leadership, Leadership Development, Learning Management...
Education
Carleton University 1982 — 1986
BA, Communications
Humber College 2008 — 2008
Certificate in Human Resources, Human Resources Development
Sun Life Financial of Canada November 2008 - Present
Assante Wealth Management November 2006 - September 2008
Descartes Systems Group June 2005 - October 2006
Sunoco January 2000 - May 2006
Skills
Data Management, Customer Service, People Management, Business Correspondence, Coaching Staff, 360 Feedback, Employee Recognition, Investments, Call Center, Call Centers, Coaching, Employee Benefits, Management, Data Entry, Public Speaking
Education
Conestoga College
Business Administration.
Assante Wealth Management March 2011 - Present
2010-2011 January 2010 - February 2011
THE KID September 2009 - December 2009
2003-2005 June 2003 - November 2005
HEARTLAND CONSUMER PRODUCTS January 1999 - January 2002
CARLEY'S FASHIONS January 1994 - January 1999
Education
Concordia University
Bachelor of Arts, Joint Specialization Sociology and Anthropology
Dawson College
D.E.C, Social Sciences
wagar high school 1988 — 1991
Cetrulo LLP June 2013 - Present
McDonough, Hacking & Lavoie, LLC November 2011 - June 2013
Northeastern University September 2011 - November 2011
Cetrulo & Capone March 2011 - May 2011
Donovan Hatem LLP September 2010 - November 2010
Massachusetts Securities Division, Office of the Secretary of the Commonwealth March 2010 - May 2010
Massachusetts Superior Court September 2009 - November 2009
State Street February 2008 - July 2008
Assante Wealth Management January 2007 - August 2007
VK Marketing Services, Ltd. May 2005 - August 2005
Skills
Civil Litigation, Economics, Insurance Law, French, International Law, Toxic Tort, International Trade, Legal Discovery, Political Science, Legal Research, Appeals, Legal Writing, Litigation
Education
Northeastern University School of Law 2009 — 2011
Juris Doctor, Law
Concordia University 2002 — 2006
B.A., Economics
Assante Wealth Management August 2013 - Present
Boutique Jacob inc. April 2011 - June 2013
Allied Integrated Marketing January 2012 - May 2012
GoBee Industries Inc. November 2010 - April 2011
Step Ahead April 2010 - August 2010
Skills
Publicity, Event Planning, Social Media, Time Management, Event Management, Organization, Public Relations, Marketing Communications, Teamwork, Customer Service, PowerPoint, Public Speaking, Social Media Marketing, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking
Education
George Brown College 2011 — 2012
Sport and Event Marketing
University of Toronto - University College 2006 — 2011
Honours Bachelor of Arts, Cinema Studies, Books and Media Studies, History
Oakwood Collegiate Institute
Assante Wealth Management October 2007 - Present
Coca-Cola Enterprises August 2006 - October 2007
NBCN April 2006 - August 2006
Skills
Investments, Strategic Financial..., Portfolio Management, Asset Managment, Marketing, Equities, Financial Analysis, Strategic Planning, Real Estate, Negotiation, Risk Management, Finance, Leadership, Investment Strategies, Team Leadership
Education
Mount Allison University 2002 — 2006
B.Comm, Finance
College D'Alma 1999 — 2002
Sc. Humaines
farnham 1995 — 1999
DES
Assante Wealth Management October 1996 - Present
KONE July 1995 - September 1996
Golder Associates June 1989 - March 1993
SYNTEX PHARMACEUTICALS July 1988 - June 1989
Adler & Levy 1985 - 1986
Skills
Client Services, Retirement, Customer Relations, Investments, Microsoft Office, Excel, PowerPoint, Social Media, Securities, Fundraising, Mutual Funds, Marketing Communications, Event Planning, Customer Service, Research, Microsoft Excel, Financial Services, Financial Analysis, Analytics, Brand Management, Compliance, Loans, Financial Planners
Education
Mohawk College 1983 — 1984
ARCH TECH, ARCHITECTURE
Carpedia International July 2015 - Present
Carpedia International November 2012 - Present
Carpedia International October 2010 - November 2012
Philadelphia Wings June 2010 - December 2011
Team Canada Lacrosse November 2009 - July 2010
St. Michael's College School June 2010 - June 2010
Colgate University September 2006 - May 2010
The Corporation of the City of Brampton May 2007 - August 2009
Brampton Excelsiors Jr. A Lacrosse Club May 2005 - August 2009
Assante Wealth Management January 2005 - January 2009
Skills
Microsoft Excel, Microsoft Office, Syteline ERP, Manufacturing, Healthcare, Case Managment, Process Improvement, Engineering Management, Social Media, Coaching, Human Resources, Marketing, Strategy
Education
Colgate University 2006 — 2010
Bachelor of Arts- Latin
St. Michael's College School 2002 — 2006
City of Vancouver April 2015 - Present
Interfor January 2014 - Present
Interfor December 2012 - December 2013
CHC Helicopter May 2009 - December 2012
CHC Helicopter December 2008 - April 2009
Canaccord Financial January 2003 - October 2008
Assante Wealth Management 2003 - 2005
Skills
Aviation, Airlines, Aircraft, Helicopters, Process Improvement, Recruiting, Change Management, Contract Negotiation, Operations Management, Human Resources, Training, Technical Recruiting, Employee Relations, Customer Service, Strategic Planning, Negotiation, Time Management, Logistics, Team Building, Management, Leadership, Aerospace, Coaching, Aircraft Maintenance, Employee Engagement, Talent Acquisition, Organizational..., Sourcing, Performance Management, Employee Benefits, Onboarding
Education
Pontificia Universidad Javeriana 1985 — 1990
BA, Finance and Economics
British Columbia Institute of Technology
Human Resources Management courses
Qtrade Financial Group January 2015 - Present
Qtrade Financial Group January 2012 - December 2014
Qtrade Financial Group December 2008 - December 2011
TD Waterhouse April 2004 - November 2008
Assante Wealth Management January 2002 - April 2004
RCF Inc., Division of Canada Life 2000 - 2002
Chate Communications 1996 - 2000
Skills
Strategic Planning, Strategic Financial..., Wealth Management, Public Speaking, Marketing Strategy, insurance, Sales, Estate Planning, Insurance, Mutual Funds, People Development, Portfolio Management, Investments, Business Strategy, Financial Advisory, Strategy, Life Insurance, Leadership, Credit, Risk Management, Investment Advisory, Wealth, Banking, Retirement Planning, Retirement, Financial Planners, Investment Strategies, Fixed Annuities, Financial Services, Wealth Management..., Sales Management, Disability Insurance, Securities, Relationship Management, Investment Management, Asset Management, Asset Allocation, Equities, Bonds, Wealth Accumulation, Finance, Certified Financial..., Fixed Income, Management, Management Consulting, Mergers & Acquisitions, Mortgage Lending, Options, Financial Planning
Education
University of Toronto - Rotman School of Management 2006 — 2007
MBA, Business
University of Toronto 2000 — 2002
Master of Information Studies, Information Systems
Seneca College of Applied Arts and Technology 1995 — 1997
Computer Graphics Technical Program
York University 1995 — 1997
Hons. BA, Political Science / Mass Communications
Western University 1991 — 1994
BA, Business Administration
Tricoastal Capital 2009 - 2013
Assante Wealth Management 2003 - 2008
WCRA of Minnesota 2000 - 2003
Agricorp 1993 - 2000
Ontario Financing Authority 1991 - 1993
CIBC 1990 - 1991
BMO Financial Group 1987 - 1990
Skills
Project Management, Marketing Communications, Management Consulting, Copy Editing, Media Relations, Writing, Strategic Communications, Start-up Consulting, Investments, Risk Management..., Investor Relations, Economics, Private Equity, Financial Modeling, Crowdfunding, Strategy, Political Risk Analysis
Education
McMaster University 1993 — 1997
Master of Business Administration (MBA)
McMaster University 1983 — 1987
BA
RBC Dominion Securities September 2011 - Present
Pavilion Investment House April 2011 - June 2011
Harrow Partners 2006 - June 2011
Assante Wealth Management 2006 - June 2006
Assante Wealth Management 1996 - 2006
Loring Ward 1996 - 1998
Royal Trust Comp 1986 - 1992
Skills
Wealth, Asset Allocation, Retirement, Investment Management, Portfolio Management, Strategic Financial..., Securities, Asset Managment, Financial Advisory, Equities, Financial Planners, Financial Services, Insurance, Trading, Asset Management, Finance, Personal Financial..., Bonds, Hedge Funds, Life Insurance, ETFs, Fixed Income
Education
Université de Montréal 1977 — 1981
Bachelor Science, Specilization Actuarial Science
IBM Global Services November 2010 - Present
IBM July 2005 - October 2009
Alta Genetics Inc. May 2005 - July 2005
Microsoft Canada December 2003 - May 2005
UFCW Local 175 & 633 May 2002 - November 2003
Assante Wealth Management October 2000 - December 2001
Skills
Databases, Performance Tuning, Microsoft SQL Server, Servers, SQL, VMware, Business Intelligence, Active Directory, Microsoft Exchange, Data Migration, Security, Technical Support, Citrix
Education
Conestoga College 1999 — 2001
TD February 2012 - Present
Qtrade Financial Group May 2004 - January 2012
Assante Wealth Management 1999 - 2004
TD Canada Trust 1988 - 1999
Skills
Founding Board member..., Board Member Ronald..., Strategic Financial..., Business Development, Management, Business Planning, Finance, Investments, Mutual Funds, Business Strategy, Process Improvement, Financial Analysis, Banking, Wealth Management..., Estate Planning, Leadership, Investment Strategies, Wealth Management, Financial Advisory, Asset Management, Retirement Planning, Investment Management, Strategy, Change Management, Investment Advisory, Portfolio Management, Financial Services, Wealth
Education
CFA 2001 — 2002
Level III Candidate
University of Ottawa / Université d'Ottawa 1996 — 1997
Master of Business Administration (MBA)
Carleton University
Economics
Raymond James October 2006 - Present
Assante Wealth Management August 2004 - September 2006
Scotia McLeod June 2002 - July 2004
BMO Nesbitt Burns December 2000 - June 2002
Skills
Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Equities, Administrative..., Bonds, Outlook, Spreadsheets
Education
Kwantlen University College 1996 — 1998
University of Northern British Columbia 1994 — 1996
Assistant, BMO Nesbitt Burnes
Assante Wealth Management November 2006 - Present
Skills
Wealth Transfer, Retirement Planning, Retirement, Mutual Funds, Wealth, Wealth Management, Strategic Financial..., Investment Advisory, Securities, Investments, Investment Strategies, Financial Analysis, Estate Planning, Financial Planners, Financial Advisory, Asset Allocation, Financial Planning, Portfolio Management
Education
Lebanese American University 1989 — 1993
. May 2015 - Present
Assante Wealth Management January 2008 - April 2015
Berkshire Securities Inc. April 2002 - December 2007
Institute of Canadian Bankers 2001 - 2004
Skills
Mutual Funds, Annuities, Bonds, Segregated Funds, Investment Planning, Retirement Planning, RESPs, RRSPs, TFSAs, Private Client, Investments, TFSA, Fixed Annuities, RRSP, Community Outreach, Wealth, Retirement, Communication Skills, Estate Planning, Portfolio Management, Life Insurance, Private Clients, RESP, Finance, High Net Worth..., Disability Insurance, Critical Illness, Investment Strategies, Wealth Management, Asset Management
Education
Concordia University 1999 — 2001
MBA
McGill University 1995 — 1998
Diploma In Management
Concordia University 1989 — 1992
Bachelor of Arts
Bombardier Aerospace October 2010 - Present
Aero Inventory (Canada) Inc. August 2008 - November 2011
Assante Wealth Management January 2008 - April 2008
LAINSO Aviation Company January 2006 - January 2008
KHAN April 2004 - January 2006
University of British May 2003 - April 2004
Skills
Contract Negotiation, Inventory Management, Forecasting, Supply Chain Management, Procurement, Analysis, Supply Chain, Six Sigma, Process Improvement, Project Planning, Strategic Sourcing, Lean Manufacturing, Materials Management, Continuous Improvement, Management, Quality Assurance, Aerospace, Logistics, ERP, Strategy
Education
McGill University 2001 — 2006
Bachelor of Engineering, Materials Engineering
Marianpolis College 2000 — 2001
DEC, Pure and applied sciences
Assante Wealth Management September 2002 - Present
Dun and Bradstreet (D&B) June 1987 - February 2002
Skills
Board of Directors, Non-profit Boards, Board Relations, Board Governance, Advisory Boards, Civic Engagement, Community Development, Visionary, Inclusive Leadership, Independent Thinking, Public Speaking, Decisiveness, Interpersonal Savvy, Creative Strategy, Creative Direction, Creative Problem Solving, Diversity & Inclusion, Courage, Mentoring, Strategic Planning, Strategic Partnerships, Strategic Initiatives, Client Development, New Business Development, Negotiation, Collaboration, Executive Management, Public Relations, Leadership, Management Consulting, Project Management, Strategy, Team Leadership, Management, Business Development, Business Strategy, Entrepreneurship, Program Management, Team Building, Marketing Strategy
Education
University of Toronto - Rotman School of Management 2011 — 2014
ICD.D, Corporate Director
University of Toronto - Rotman School of Management 2009 — 2009
Corporate Director ICD.D, Governance Essential Program For Directors of Not-For-Profit Organizations
University of Pennsylvania - The Wharton School 2002 — 2002
Executive Development Program, Executive Education
University of London 1985 — 1986
First Year Law Program
Brock University 1982 — 1985
Bachelor of Business & Economics - BBE, Business & Economics
Assante Wealth Management August 2007 - Present
Assante Wealth Management July 2005 - August 2007
CI Investments March 1999 - July 2005
Pardons Canada March 1998 - January 1999
GRS Management Consulting February 1997 - March 1998
Ottawa General Hospital May 1993 - February 1997
Skills
Investment Advisory, Management, Financial Services, Investments, Business Development, Leadership, Wealth Management, Key Account Management, Project Planning, Financial Advisory, Project Management, Sales, Wealth, Mutual Funds, Estate Planning, Wealth Management..., Risk Management, Asset Management, Executive Management, Asset Allocation, Retirement, Strategic Financial..., Relationship Management, Equities, Retirement Planning, Securities, Call Centers, Portfolio Management, Investment Strategies
Education
McGill University 1992 — 1996
BA, Industrial Relations
Assante Wealth Management November 1996 - Present
Skills
Financial Analysis, Strategic Planning, Business Strategy, Customer Service, Public Speaking, Social Media, Coaching, Time Management, Event Planning, Leadership, Microsoft Office, Process Improvement, Research
Education
McMaster University
McMaster University
Bachelor of Arts (B.A.), Economics
Assante Wealth Management Vice PresidentAssante Wealth ManagementSeptember 1991 - January 2000
Skills
Estate Planning, Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory
Education
McGill University
Front Line Group March 2015 - Present
The John Robinson Group Inc. September 2014 - January 2015
Pravesa Inc June 2013 - January 2014
Assante Wealth Management May 2012 - June 2013
Reliance Broadcast Network Limited September 2008 - April 2011
ICICI Prudential Life Insurance May 2007 - September 2008
Hindustan Unilever Ltd December 2005 - May 2007
HDFC Bank January 2005 - September 2005
Skills
Marketing, Team Management, Trade Marketing, Brand Development, New Business Development, Product Marketing, Loyalty Programs, Relationship Management, Digital Marketing, CRM, Marketing Strategy, Social Media, Brand Management, Business Development, Market Planning, Brand Awareness, Management, Business Strategy, Integrated Marketing
Education
Seneca College of Applied Arts and Technology 2011 — 2012
Post Graduate Certificate, Brand Management
University of Mumbai 2002 — 2004
Master's in Management Studies, Marketing
University of Mumbai 1999 — 2002
Bachelor of Science, Computer Science
United Financial Private Client (a division of CI Private Counsel LP) July 2012 - Present
Assante Wealth Management / CI Investments Inc January 2010 - June 2012
Assante Wealth Management / CI Investments Inc July 2007 - December 2009
Assante Wealth Management August 2003 - June 2007
Skills
Business Process, Personal Finance, Microsoft Excel, Personal Financial..., Financial Risk, Customer Service, Risk Management, Banking, Insurance, Microsoft Office, Mutual Funds
Education
University of Guelph 2000 — 2002
BSc Honours, Biological Science
Seneca College of Applied Arts and Technology 1997 — 2000
Laboratory Technology-Industrial Biotechnology Diploma with Honours
TRU June 2013 - Present
TruStart Network April 2012 - Present
HSBC Bank Canada May 2010 - March 2012
Assante Wealth Management November 2001 - May 2004
eNorthern.com May 2000 - November 2001
RBC Royal Bank - International Private Banking August 1997 - December 1999
Scotiabank, International Banking 1994 - 1997
Skills
Wealth Management, Strategic Financial..., Investments, Estate Planning, Business Analysis, Marketing Strategy, Business Strategy, Strategy, Retail Banking, Competitive Intelligence, Competitive Analysis, New Business Development, Product Management, Sales
Education
The University of Western Ontario
Bachelor of Arts (BA), Economics
EADA - Escuela de Alta Dirección y Administración
Financial Analysis
University of Toronto
Marketing Analysis
Chartwell Retirement Residences October 2010 - Present
Dundee Wealth Management November 2006 - March 2010
Assante Wealth Management 2003 - 2006
Berkshire Investment Group (formerly TWC Financial Inc.) 1998 - 2003
Education
Athabasca University
Human Resources & Labour Relations
Brock University
Adult Education
Sheridan College
Adult Education
Sunlife Financial January 2004 - Present
Sun Life Financial 2004 - Present
Assante Wealth Management October 1998 - January 2004
Skills
Retirement Savings, Critical Illness, Wealth, Mutual Funds, Wealth Management, Disability Insurance, Strategic Financial..., Investments, Estate Planning, Insurance, Retirement Planning, Retirement, Fixed Annuities, Wealth Accumulation
Education
McMaster University 1992 — 1996
Bachelor of Commerce (B.Com.), Economics & Marketing
Yes 1992 — 1996
Bachelor of Commerce (B.Com.), Marketing & Economics
CIBC Mellon August 2015 - Present
Assante Wealth Management July 2014 - August 2015
Assante Wealth Management November 2012 - June 2014
CI Investments Inc. January 2011 - December 2012
CI Investments Inc. January 2010 - December 2010
Canada Revenue Agency May 2009 - December 2009
Skills
Business Analysis, Banking, Risk Management, Financial Analysis, Analysis, Requirements Gathering, Financial Modeling, Fixed Income, Microsoft Office, Project Planning, Microsoft Excel, Project Management
Education
Conduct and Practices Handbook (CPH) 2014 — 2014
Canadian Securities Course (CSC) 2009 — 2009
George Brown College 2009 — 2009
Post-Grad, Marketing Management for the Financial Services
McMaster University 2003 — 2007
BA, Sociology
International Association of Privacy Professionals (IAPP)
Privacy
Nestle June 2011 - Present
Schulich School of Business 2010 - 2011
Assante Wealth Management September 2008 - May 2010
Skills
Marketing Strategy, Market Research, Brand Management
Education
York University - Schulich School of Business 2010 — 2011
MBA, Marketing
McGill University 2004 — 2008
B.Com, Marketing, International Business
G.L. Huyett September 2014 - December 2014
BMO Capital Markets September 2010 - March 2012
Scotiabank October 2009 - August 2010
Scotiabank June 2008 - August 2010
Bell Capital Markets Solutions Inc. November 2007 - April 2008
Fidelity National Information Services January 2007 - November 2007
Fidelity National Information Services June 2005 - November 2007
Assante Wealth Management March 2003 - May 2005
Nomura July 2001 - April 2002
Nomura January 1998 - July 2001
Skills
Trading Systems, Vendor Management, Equities, Business Analysis, Business Process, Cross-functional Team..., Management, Fixed Income, Capital Markets, Trading, Relationship Management, Test Management, Microsoft Excel, SDLC, Requirements Gathering, Requirements Analysis, Business Requirements
Education
Carleton University 1994 — 1997
Bachelor of Arts, Environmental Science
Canadian Securities Institute 2004 — 2005
CSC Certification
2005-2007Rational University 2004 — 2005
Requiste Pro Certification
Mircosoft Courses 2000 — 2001
Excel: Intermediate course
Assante Wealth Management September 2010 - Present
Moneystrat Securities Inc May 1985 - July 2010
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Financial Planners, Strategic Financial..., Wealth, Retirement
Education
Ryerson University 1981 — 1985
BBM, Accounting and Finance
Assante Wealth Management January 2014 - Present
Assante Financial Management Ltd. August 2009 - December 2013
Canada Revenue Agency January 2009 - April 2009
Skills
Tax, Finance, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Financial Planning, Financial Advisory, Investments, Estate Planning, Investment Strategies, Wealth, Asset Allocation, Portfolio Management, Securities, Pensions, Asset Management, Financial Services, Wealth Management...
Education
Sheridan College 2007 — 2010
Financial Diploma, Finance, Accounting, Economics
Assante Wealth Management May 2003 - Present
Spectrum Investments May 1996 - September 2002
AGF Management Limited July 1988 - May 1996
CANADA SYSTEMS GROUP ( CSG) May 1987 - June 1988
Skills
Mutual Funds, Financial Services, Business Analysis, Investments, Quality Assurance, User Acceptance Testing, Risk Management, Wealth Management, SDLC, Banking, Requirements Analysis, Portfolio Management, Asset Managment, Business Requirements, Insurance, Securities, Equities, Strategic Financial..., Asset Allocation, Trading, Hedge Funds, Process Improvement, Fixed Income, Pensions, Investment Strategies, Vendor Management, Leadership, Strategy, Financial Planning
Education
McGill High School 1986 — 1987
Book Keeping, Accounting Technology/Technician and Bookkeeping, Continuing education for Book Keeping
St Patrick's College
High School Diploma
Nova Scotia Health Authority May 2014 - Present
Assante Wealth Management January 2014 - May 2014
Staples Business Advantage December 2001 - April 2010
Lyreco (Canada) Inc. April 1999 - June 2001
Skills
Customer Service, Customer Satisfaction, Time Management, Leadership, Project Management, Healthcare Information..., Salesforce.com, Data Analysis, Health Information..., Database Management, Healthcare, Statistical Data..., Quality Assurance, Accountability, Customer Experience, Microsoft Office, Teamwork, Sales, Product Knowledge, Organization &..., Data Entry, Team Leadership, Training, Database Admin, Account Management
Education
NSCC 2010 — 2012
Health Information Management, Health Information/Medical Records Administration/Administrator
Nova Scotia Community College 2010 — 2012
Health Information Management
Assante Wealth Management March 2011 - Present
Investors Group Financial Services Inc. August 2009 - April 2011
University of Ottawa 2009 - 2009
Skills
Critical Thinking, Financial Planning, Insurance, Retirement Planning, Insurance Planning, Mutual Funds, Problem Solving, Risk Management, Tax, Financial Planners, Investment Strategies, Strategic Financial..., Wealth Management, Financial Advisory, Long-term Care, Wealth Management..., Disability Insurance, Asset Managment, Small Business, Retirement, Life Insurance, Investment Advisory, Investments, Portfolio Management, Personal Finance, Estate Planning, Investment Management, Financial Services, Financial Risk, Asset Management, Succession Planning, Pensions, Alternative Investments, Bonds, Equities, Wealth, ETFs, Fixed Annuities, Asset Allocation, Securities, Savings, Personal Financial..., Segregated Funds, Options, Fixed Income, Loans, Relationship Management, Credit, Banking, Mortgage Lending
Education
University of Manitoba 2000 — 2005
Ph.D., Mechanical Engineering
University of Manitoba 1998 — 2000
Master of Science (M.Sc.), Mechanical Engineering
Cairo University 1989 — 1994
Bachelor of Science (B.Sc.), Mechanical Engineering
Assante Wealth Management January 2012 - Present
Medisys July 2007 - December 2011
Disney Cruise Line September 2000 - January 2006
Skills
Customer Satisfaction, Team Building, Administrative..., Hotels, Office Administration, Microsoft Excel, Coaching, Microsoft Office, Customer Service, Microsoft Word, Time Management, Call Center, Administration, Budgets, English, Event Planning, Hospitality, Marketing, Outlook, Process Improvement, Public Speaking, Strategic Planning, PowerPoint, Operations Management, Team Leadership, Teamwork, Employee Relations, Healthcare, Event Management, Leadership, Call Centers, French, Change Management, CRM
Education
1996 — 2000
BA, english-french
1996 — 2000
Bachelor's Degree, English; French Literature
Connor, Clark & Lunn - Private Capital Regional Vice President - Private Client GroupTD Waterhouse2005 - 2009
Assante Wealth Management 2002 - 2005
TD Canada Trust 2000 - 2002
Canada Trust 1993 - 2000
Skills
Investment Strategies, Mutual Funds, Portfolio Management, Investments, Mortgage Lending, Wealth Management, Retirement Planning, Banking, Strategic Financial..., Credit
Education
McGill University 1983 — 1984
Urban Land Economics
Concordia University 1980 — 1983
BComm, Finance
Dawson College 1978 — 1980
DEC, Commerce
Lester B. Pearson Comprehensive High 1976 — 1978
Highschool Leaving
Assante Wealth Management February 1981 - Present
Education
McMaster University
Assante Wealth Management March 2015 - Present
CI Investments Inc. July 2008 - March 2015
CI Investments Inc. – Canada’s Investment Company May 2005 - July 2008
Sony Canada 2002 - 2005
Skills
Mutual Funds, CFP (Currently working..., Retirement Planning, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Portfolio Management, Investment Advisory, Investments, Equities, Strategic Financial..., Securities, Wealth, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Wealth Management..., Financial Advisory, Relationship Management, Financial Services, Estate Planning, Investment Management, Bonds, Retirement, Financial Planners
Education
Université du Québec - Ecole de Technologie supérieure
Mechanical Engineering
. August 2013 - Present
Assante Wealth Management 1997 - August 2013
Skills
Wealth Management..., Fundraising, Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Finance, Estate Planning, Investment Strategies, Financial Advisory
Education
Rotman School of Management 2010 — 2012
ICD.D Directors Education Program, Corporate Governance
Richard Ivey School of Business
MBA, Business Administration, Management and Operations
The University of Western Ontario
BA, Economics
CI Investments Inc. – Canada’s Investment Company July 2015 - Present
Assante Wealth Management January 2010 - Present
Skills
Insurance, Investments, Mutual Funds
Education
CEGEP - John Abbott College
Finance, Accounting and Finance
Assante Wealth Management August 2012 - Present
Jeff Kruse May 1993 - October 2012
Skills
Strategic Financial..., Series 7, Estate Planning, Mutual Funds, Retirement, Investment Advisory, Asset Management, Investment Strategies, Asset Allocation, Financial Advisory
Education
Concordia University 1989 — 1992
Bachelor of Arts (BA), Economics
John Abbott College 1987 — 1989
DEC-Commerce, Economics
John Rennie High School 1982 — 1986
Assante Wealth Management
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Strategic Financial...
Education
Saint Mary's University 1969 — 1973
BComm, Marketing/Accounting
Assante Wealth Management/CI Investments Inc. January 2013 - Present
Stonegate Private Counsel 2014 - 2014
StoneGate Private Counsel 2013 - 2014
Assante Wealth Management/CI Investments Inc. January 2007 - January 2013
Assante Wealth Management/CI Investments Inc. July 2008 - December 2010
Assante Wealth Management March 2006 - December 2006
Assante Wealth Management March 2000 - February 2006
Skills
Customer Service, Customer Relations, Documentation, Software Documentation, Team Leadership, Investments, Business Analysis, Training, Banking, Microsoft Office, Insurance, Wealth Management, Time Management, Finance, Risk Management, Financial Services, Portfolio Management, Mutual Funds
Education
University of Windsor 1998 — 1999
Bachelor of Arts Honors in Political Science
Lakehead University 1995 — 1998
Bachelor of Arts in Political Science and Psychology
Canadian Securities Institution
Certificate in Chief Compliance Officers Qualifying Examination
Canadian Securities Institution
Certificate in Branch Managers Course
Fred Pryor Seminar
Coaching Skills for Managers and Supervisors
Canadian Securities Institution
Certificate in Conduct and Practices Handbook
Langevin Learning Services
Writing Skills for Trainers
Langevin Learning Services
Instructional Design for New Designers Certificate
Canadian Securities Institution
Certificate in Canadian Securities Course
Canadian Securities Institution
Certificate in Canadian Operation Course
Assante Wealth Management February 2013 - October 2014
Mega Brands January 2012 - May 2012
Terry Fox Foundation April 2011 - July 2011
IsoTech Design September 2010 - February 2011
Cephalon May 2009 - August 2009
Skills
Co-Op Experience, Time Management, Outstanding..., Microsoft Excel, PowerPoint, Study Abroad Programs, Maximizer, Direct Sales, Customer Relations, Sales, Customer Service, Marketing
Education
Concordia University 2008 — 2012
Bachelor of Commerce (B.Com.), Marketing
HSBC January 2014 - Present
Investment Planning Counsel Inc. January 2013 - January 2014
Investment Planning Counsel Inc. (www.ipcc.ca) July 2012 - December 2012
OBSI 2009 - 2012
Assante Wealth Management 2006 - 2009
RBC 2004 - 2006
Skills
Alternative Dispute..., AML, Mutual Funds, Securities, Investments, Risk Management, Banking, Wealth Management, Financial Risk, Financial Services, Auditing, Compliance Procedures
Education
Dalhousie University
Bachelor of Science, Psychology
CSI Global Education Inc. 1997 — 2012
Assante Wealth Management September 2012 - Present
Education
Humber College 2010 — 2012
Business, Management, Marketing, and Related Support Services
BMO Private Banking 2015 - Present
Aligned Capital Partners Inc. 2012 - 2015
Investment Planning Counsel 2011 - 2012
FundEX Investments Inc. & Investia Financial Services Inc. 2010 - 2011
Investia Financial Services Inc. 2008 - 2010
Assante Wealth Management 2004 - 2008
Skills
AML
Education
CSI
Concordia University
George Brown College
IFSE
Loblaw Companies Limited July 2014 - Present
Nella Cucina November 2013 - July 2014
Kitchen Stuff Plus Inc. April 2009 - November 2013
Women's Culinary Network 2005 - 2012
SupperWorks Toronto-Forest Hill December 2007 - December 2010
Women's Culinary Network 2005 - 2007
Rogers Communications November 2004 - September 2006
Rogers Communications May 2003 - October 2004
Assante Wealth Management March 2003 - May 2003
The Arthritis Society April 1999 - January 2003
Skills
Food Service, Restaurants, Fine Dining, Food & Beverage, Food, Inventory Management, Customer Service, Culinary Skills, Menu Development, Food Preparation, Restaurant Management, Cuisine, Recipes, Catering, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sanitation, Cooking
Education
Liaison College 2008 — 2008
Cook Basic - Level 1 Diploma (Included Toronto Public Health Food Handler Certification)
Humber College 1994 — 1997
Public Relations Diploma