CIBC Asset Management
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CIBC Asset Management Employees
Employee
Years
Job
Industry
Richard Pearson, CFA Richard Pearson, CFA's CIBC Asset Management Experience July 2004 - October 2005
Job Director, Private Wealth Management at IA Clarington
Industry Financial Services
Experience
Private Wealth ManagementIA Clarington Investments January 2009 - Present
IA Clarington January 2006 - January 2009
CIBC Asset Management July 2004 - October 2005
Synergy Asset Management February 2001 - March 2004
Merrill Lynch Investment Managers October 1999 - February 2001
Atlas Mutual Funds November 1996 - October 1999
Spectrum United Mutual Funds 1995 - 1996
Fidelity Investments 1993 - 1995
Francophonie jeunesse de l'Alberta 1986 - 1988
Skills
Mutual Funds, Investments, Wealth Management, Investment Strategies, Investment Advisory, Alternative Investments, Asset Managment, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Securities, Asset Allocation, ETFs, Financial Advisory
Education
University of Alberta 1986 — 1990
Bachelor of Arts, Political Science, Economics
Private Wealth ManagementIA Clarington Investments January 2009 - Present
IA Clarington January 2006 - January 2009
CIBC Asset Management July 2004 - October 2005
Synergy Asset Management February 2001 - March 2004
Merrill Lynch Investment Managers October 1999 - February 2001
Atlas Mutual Funds November 1996 - October 1999
Spectrum United Mutual Funds 1995 - 1996
Fidelity Investments 1993 - 1995
Francophonie jeunesse de l'Alberta 1986 - 1988
Skills
Mutual Funds, Investments, Wealth Management, Investment Strategies, Investment Advisory, Alternative Investments, Asset Managment, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Securities, Asset Allocation, ETFs, Financial Advisory
Education
University of Alberta 1986 — 1990
Bachelor of Arts, Political Science, Economics
Kathleen Pabla Kathleen Pabla's CIBC Asset Management Experience 2002 - February 2011
Job Vice President, Director of Research at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey August 2012 - Present
Manulife Financial June 2011 - August 2012
CIBC Asset Management 2002 - February 2011
Merrill Lynch Investment Managers November 1999 - October 2001
Education
University of Alberta 1988 — 1992
BA, Political Science
Segal Rogerscasey August 2012 - Present
Manulife Financial June 2011 - August 2012
CIBC Asset Management 2002 - February 2011
Merrill Lynch Investment Managers November 1999 - October 2001
Education
University of Alberta 1988 — 1992
BA, Political Science
Mathieu Jubinville Mathieu Jubinville's CIBC Asset Management Experience January 2005 - March 2007
Job Development Director at Global Eagle Entertainment
Industry Computer Software
Experience
Global Eagle Entertainment 2014 - Present
DTI Software November 2013 - Present
DTI Software October 2012 - Present
DTI Software June 2011 - October 2012
Expertus Technologies March 2007 - June 2011
CIBC Asset Management January 2005 - March 2007
Talvest October 1999 - January 2005
Skills
Agile Methodologies, Agile Project Management, MS Project, Software Project..., Scrum, Microsoft Excel, Team Leadership, Team Management, Team Workshops, SQL, UML, Management, Integration, Requirements Analysis, Java, Software Development, Project Management, Microsoft Project
Education
Université du Québec à Montréal 2000 — 2003
Certificat, info de gestion
TECHNIQUE DE L'INFORMATIQUE
Global Eagle Entertainment 2014 - Present
DTI Software November 2013 - Present
DTI Software October 2012 - Present
DTI Software June 2011 - October 2012
Expertus Technologies March 2007 - June 2011
CIBC Asset Management January 2005 - March 2007
Talvest October 1999 - January 2005
Skills
Agile Methodologies, Agile Project Management, MS Project, Software Project..., Scrum, Microsoft Excel, Team Leadership, Team Management, Team Workshops, SQL, UML, Management, Integration, Requirements Analysis, Java, Software Development, Project Management, Microsoft Project
Education
Université du Québec à Montréal 2000 — 2003
Certificat, info de gestion
TECHNIQUE DE L'INFORMATIQUE
Frédéric Loriol's CIBC Asset Management Experience December 2014 - Present
Job Analyste d'affaire / Business Analyst chez CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management December 2014 - Present
CIBC Asset Management October 2011 - Present
CIBC Asset Management June 2009 - October 2011
CIBC Asset Management July 2007 - June 2009
CIBC Asset Management November 2006 - July 2007
INTERMARCHE October 2005 - July 2006
Association Nationale Temps-Jeunes 2002 - 2005
Skills
FundSERV, Mutual Funds, Business Analysis, Trading, Asset Managment, Team Leadership, Finance, Analysis, Process Improvement
Education
CIBC - Formation interne 2015 — 2015
Programme d'attestation professionelle en Traitement des Opérations pour les nouveaux directeurs, Lean - Six sigma
CIBC - Formation interne 2011 — 2011
Attestation professionnelle en Traitement des Opérations pour employé, Amélioration continue
CIBC - Formation interne 2010 — 2010
Auto Leadership Situationnel
Université Jean Moulin (Lyon III) 2001 — 2005
Maîtrise, Sciences Humaines et sociales - Géogrpahie/Aménagement
Ministère de la jeunesse et des sports 2001 — 2001
Brevet d'aptitude aux fonctions d'animateur
CIBC Asset Management December 2014 - Present
CIBC Asset Management October 2011 - Present
CIBC Asset Management June 2009 - October 2011
CIBC Asset Management July 2007 - June 2009
CIBC Asset Management November 2006 - July 2007
INTERMARCHE October 2005 - July 2006
Association Nationale Temps-Jeunes 2002 - 2005
Skills
FundSERV, Mutual Funds, Business Analysis, Trading, Asset Managment, Team Leadership, Finance, Analysis, Process Improvement
Education
CIBC - Formation interne 2015 — 2015
Programme d'attestation professionelle en Traitement des Opérations pour les nouveaux directeurs, Lean - Six sigma
CIBC - Formation interne 2011 — 2011
Attestation professionnelle en Traitement des Opérations pour employé, Amélioration continue
CIBC - Formation interne 2010 — 2010
Auto Leadership Situationnel
Université Jean Moulin (Lyon III) 2001 — 2005
Maîtrise, Sciences Humaines et sociales - Géogrpahie/Aménagement
Ministère de la jeunesse et des sports 2001 — 2001
Brevet d'aptitude aux fonctions d'animateur
Julie Cloutier Julie Cloutier's CIBC Asset Management Experience 2013 - Present
Job Business Development Coordinator
Industry Financial Services
Experience
CIBC Asset Management 2013 - Present
CIBC Global Asset Management Inc. June 1992 - January 2014
Skills
Investments, Portfolio Management, Equities, Asset Management, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Fixed Income, Bloomberg, Financial Services, Gestion d'actifs, Investissements
Education
UQAM 1992 — 1995
Certificate, Business Administration and Management, General
Mother House 1990 — 1992
Collège Jean de la Mennais
CIBC Asset Management 2013 - Present
CIBC Global Asset Management Inc. June 1992 - January 2014
Skills
Investments, Portfolio Management, Equities, Asset Management, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Fixed Income, Bloomberg, Financial Services, Gestion d'actifs, Investissements
Education
UQAM 1992 — 1995
Certificate, Business Administration and Management, General
Mother House 1990 — 1992
Collège Jean de la Mennais
David Walter David Walter's CIBC Asset Management Experience November 2011 - Present
Job Sr. Business Analyst Bloomberg AIM
Industry Banking
Experience
CIBC Asset Management November 2011 - Present
La Caisse de dépôt et placement October 2009 - August 2012
La Caisse de dépôt et placement 2006 - 2009
SGCIB 2004 - 2006
SGCIB 1997 - 2006
Skills
Investments, Hedge Funds, Fixed Income, Equities, Derivatives, Capital Markets, Business Analysis, Bloomberg, Architectures, Financial Risk, Portfolio Management, Investment Banking, Risk Management, Management, Financial Markets
Education
Université Pierre et Marie Curie (Paris VI) 1991 — 1997
CIBC Asset Management November 2011 - Present
La Caisse de dépôt et placement October 2009 - August 2012
La Caisse de dépôt et placement 2006 - 2009
SGCIB 2004 - 2006
SGCIB 1997 - 2006
Skills
Investments, Hedge Funds, Fixed Income, Equities, Derivatives, Capital Markets, Business Analysis, Bloomberg, Architectures, Financial Risk, Portfolio Management, Investment Banking, Risk Management, Management, Financial Markets
Education
Université Pierre et Marie Curie (Paris VI) 1991 — 1997
Kristina Honchar, CFA Kristina Honchar, CFA's CIBC Asset Management Experience September 2006 - June 2009
Job Product Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns March 2015 - Present
Edward Jones September 2013 - March 2015
Burlington Body Camp April 2010 - August 2014
Manulife Securities November 2011 - September 2013
CIBC Asset Management September 2006 - June 2009
CIBC Wealth Management February 2003 - September 2006
Synergy Asset Management March 2002 - February 2003
Merrill Lynch Canada Inc. July 2000 - March 2002
CIBC Wood Gundy June 1998 - March 2000
CIBC Wood Gundy 2000 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services
Education
Can Fit Pro 2009 — 2009
Personal Training Specialist (PTS)
York University - Schulich School of Business 2004 — 2004
Marketing Management Course
CFA Institute 2000 — 2003
Chartered Financial Analyst
University of Guelph 1994 — 1998
Honours B.Sc., Biology
BMO Nesbitt Burns March 2015 - Present
Edward Jones September 2013 - March 2015
Burlington Body Camp April 2010 - August 2014
Manulife Securities November 2011 - September 2013
CIBC Asset Management September 2006 - June 2009
CIBC Wealth Management February 2003 - September 2006
Synergy Asset Management March 2002 - February 2003
Merrill Lynch Canada Inc. July 2000 - March 2002
CIBC Wood Gundy June 1998 - March 2000
CIBC Wood Gundy 2000 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services
Education
Can Fit Pro 2009 — 2009
Personal Training Specialist (PTS)
York University - Schulich School of Business 2004 — 2004
Marketing Management Course
CFA Institute 2000 — 2003
Chartered Financial Analyst
University of Guelph 1994 — 1998
Honours B.Sc., Biology
Christian Samson Christian Samson's CIBC Asset Management Experience 2001 - 2003
Job Administrateur Principal (AIX / SAN) at Société de transport de Montréal
Industry Hospital & Health Care
Experience
Société de transport de Montréal May 2009 - Present
Héma-Québec December 2003 - September 2010
CIBC Asset Management 2001 - 2003
CIBC Asset Management 1997 - 2001
Cognicase January 1995 - February 1997
Education
Université de Sherbrooke
Société de transport de Montréal May 2009 - Present
Héma-Québec December 2003 - September 2010
CIBC Asset Management 2001 - 2003
CIBC Asset Management 1997 - 2001
Cognicase January 1995 - February 1997
Education
Université de Sherbrooke
France Desrosiers, PMP, MSca France Desrosiers, PMP, MSca's CIBC Asset Management Experience June 2000 - February 2006
Job Directrice, Innovation et livraison des solutions réseau Entreprises, Services de cartes et Monétique
Industry Financial Services
Experience
Mouvement Desjardins January 2014 - Present
Desjardins January 2011 - January 2014
National Bank of Canada July 2009 - January 2011
National Bank of Canada April 2008 - June 2009
Loto Québec February 2006 - April 2008
CIBC Asset Management June 2000 - February 2006
LGS November 1999 - June 2000
Raymond Chabot Grant Thornton April 1997 - November 1999
Desjardins 1985 - 1997
Skills
PMO, Software Project..., Project Portfolio..., MS Project, Business Analysis, PMP, Project Management, PMI, IT Management, Infrastructure, Requirements Analysis, ITIL, Program Management, Governance, Certified Project..., IT Strategy, Outsourcing, Project Planning, Business Intelligence, Team Management, Business Process, Agile Methodologies, Management Consulting, Change Management, ERP, PMBOK, Project Delivery, Visio, Integration, Agile Project Management, SDLC, Enterprise Architecture
Education
Université du Québec à Montréal 1994 — 1998
Master, Computer Sciences
Université du Québec à Trois-Rivières 1981 — 1983
Bacc, Bacc Business Administration
Mouvement Desjardins January 2014 - Present
Desjardins January 2011 - January 2014
National Bank of Canada July 2009 - January 2011
National Bank of Canada April 2008 - June 2009
Loto Québec February 2006 - April 2008
CIBC Asset Management June 2000 - February 2006
LGS November 1999 - June 2000
Raymond Chabot Grant Thornton April 1997 - November 1999
Desjardins 1985 - 1997
Skills
PMO, Software Project..., Project Portfolio..., MS Project, Business Analysis, PMP, Project Management, PMI, IT Management, Infrastructure, Requirements Analysis, ITIL, Program Management, Governance, Certified Project..., IT Strategy, Outsourcing, Project Planning, Business Intelligence, Team Management, Business Process, Agile Methodologies, Management Consulting, Change Management, ERP, PMBOK, Project Delivery, Visio, Integration, Agile Project Management, SDLC, Enterprise Architecture
Education
Université du Québec à Montréal 1994 — 1998
Master, Computer Sciences
Université du Québec à Trois-Rivières 1981 — 1983
Bacc, Bacc Business Administration
Michael Keaveney Michael Keaveney's CIBC Asset Management Experience January 2011 - April 2014
Job Director, Investment Management at Morningstar Associates Inc.
Industry Financial Services
Experience
Morningstar Associates Inc. May 2014 - Present
CIBC Asset Management January 2011 - April 2014
Baskin Financial September 2008 - December 2010
TD Bank Group 2004 - 2008
TD Bank Group 2001 - 2004
TD Bank Group 1999 - 2001
TD Bank Group 1997 - 1999
TD Bank Group 1995 - 1996
Skills
Investment Strategies, Portfolio Management, Mutual Funds, Asset Allocation, Fixed Income, Sales Management, Strategic Communications, SMA
Education
University of London
MSc, Finance
University of Waterloo
BA, Economics
Morningstar Associates Inc. May 2014 - Present
CIBC Asset Management January 2011 - April 2014
Baskin Financial September 2008 - December 2010
TD Bank Group 2004 - 2008
TD Bank Group 2001 - 2004
TD Bank Group 1999 - 2001
TD Bank Group 1997 - 1999
TD Bank Group 1995 - 1996
Skills
Investment Strategies, Portfolio Management, Mutual Funds, Asset Allocation, Fixed Income, Sales Management, Strategic Communications, SMA
Education
University of London
MSc, Finance
University of Waterloo
BA, Economics
Gurveer Kehal Gurveer Kehal's CIBC Asset Management Experience September 2011 - August 2013
Job Analyst at CI Investments Inc.
Industry Investment Management
Experience
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
CIBC Asset Management September 2011 - August 2013
UBS Global Asset Management September 2010 - December 2010
Genuity Capital Markets January 2010 - April 2010
Unilever April 2009 - August 2009
Loblaw Companies May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Equities, Investments, Equity Research, Valuation, Business Strategy, Investment Banking, Finance, Business Analysis, Bloomberg, Capital Markets, Corporate Finance, Fixed Income, Microsoft Excel, Investment Management
Education
University of Cambridge 2013 — 2014
Master of Finance (MFin)
Wilfrid Laurier University 2007 — 2011
Bachelor of Business Administration (B.B.A.) Honours, Finance, Minor in Economics, High Distinction
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
CIBC Asset Management September 2011 - August 2013
UBS Global Asset Management September 2010 - December 2010
Genuity Capital Markets January 2010 - April 2010
Unilever April 2009 - August 2009
Loblaw Companies May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Equities, Investments, Equity Research, Valuation, Business Strategy, Investment Banking, Finance, Business Analysis, Bloomberg, Capital Markets, Corporate Finance, Fixed Income, Microsoft Excel, Investment Management
Education
University of Cambridge 2013 — 2014
Master of Finance (MFin)
Wilfrid Laurier University 2007 — 2011
Bachelor of Business Administration (B.B.A.) Honours, Finance, Minor in Economics, High Distinction
Luc Allard Luc Allard's CIBC Asset Management Experience July 2003 - July 2005
Job Principal consultant at ASC Consulting
Industry Information Technology and Services
Experience
Desjardins October 2012 - Present
ASC Consulting. October 2012 - Present
PSP Investments August 2011 - October 2012
PSP Investments December 2007 - October 2011
PSP Investments July 2005 - November 2007
CIBC Asset Management July 2003 - July 2005
Natcan Investment Management (National Bank of Canada)) December 1998 - July 2003
Skills
Change Management, Business Analysis, Information Management, Requirements Management, Data Modeling, Business Intelligence, Derivatives, ETL, Business Architecture, BPMN, Data Integration, UML, IT Strategy, Enterprise Architecture, Business Process Design, Governance, SOA, Agile Methodologies, Solution Architecture, Data Warehousing, EAI, SDLC, Business Requirements, Master Data Management, User Acceptance Testing, Business Process..., Data Quality, Business Process..., ESB, Databases, Data Governance, Business Intelligence...
Education
Université du Québec à Montréal 2000 — 2008
B. Sc. A, Computer Science & Software Engineering
CEGEP de Jonquière 1991 — 1995
DEC, Computer Science
Desjardins October 2012 - Present
ASC Consulting. October 2012 - Present
PSP Investments August 2011 - October 2012
PSP Investments December 2007 - October 2011
PSP Investments July 2005 - November 2007
CIBC Asset Management July 2003 - July 2005
Natcan Investment Management (National Bank of Canada)) December 1998 - July 2003
Skills
Change Management, Business Analysis, Information Management, Requirements Management, Data Modeling, Business Intelligence, Derivatives, ETL, Business Architecture, BPMN, Data Integration, UML, IT Strategy, Enterprise Architecture, Business Process Design, Governance, SOA, Agile Methodologies, Solution Architecture, Data Warehousing, EAI, SDLC, Business Requirements, Master Data Management, User Acceptance Testing, Business Process..., Data Quality, Business Process..., ESB, Databases, Data Governance, Business Intelligence...
Education
Université du Québec à Montréal 2000 — 2008
B. Sc. A, Computer Science & Software Engineering
CEGEP de Jonquière 1991 — 1995
DEC, Computer Science
Eli Nasrallah, CFA Eli Nasrallah, CFA's CIBC Asset Management Experience 1996 - 1999
Job Implementing Sustainable Income Solutions
Industry Financial Services
Experience
Capital Income Options January 2011 - Present
AGF Management Limited September 2007 - January 2011
Manulife Investments 2003 - 2007
AEGON 2002 - 2003
CIBC Asset Management 1996 - 1999
Skills
Mutual Funds, Wealth Management, Investment Strategies, Investments, Retirement Planning, Financial Advisory, Securities, Investment Advisory, Risk Management, Portfolio Management, Strategic Financial..., Financial Services, Disability Insurance, Insurance, Asset Management, Retirement, Estate Planning, Finance, Sales, Asset Allocation, Life Insurance, Business Development, Financial Planning, Management, Wealth, Fixed Income
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst, Financial Analysis
University of Ottawa 1989 — 1991
B. Soc Sc, Economics
Fisher Park HS 1979 — 1984
Capital Income Options January 2011 - Present
AGF Management Limited September 2007 - January 2011
Manulife Investments 2003 - 2007
AEGON 2002 - 2003
CIBC Asset Management 1996 - 1999
Skills
Mutual Funds, Wealth Management, Investment Strategies, Investments, Retirement Planning, Financial Advisory, Securities, Investment Advisory, Risk Management, Portfolio Management, Strategic Financial..., Financial Services, Disability Insurance, Insurance, Asset Management, Retirement, Estate Planning, Finance, Sales, Asset Allocation, Life Insurance, Business Development, Financial Planning, Management, Wealth, Fixed Income
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst, Financial Analysis
University of Ottawa 1989 — 1991
B. Soc Sc, Economics
Fisher Park HS 1979 — 1984
Alina Nicolau's CIBC Asset Management Experience December 2013 - Present
Job Analyst, Quantitative & Structured Investments at CIBC Asset Management
Industry Investment Management
Experience
CIBC Asset Management December 2013 - Present
CIBC Asset Management August 2006 - December 2013
FDDL & Associates September 2005 - August 2006
Skills
Alternative Investments
Education
Université du Québec à Montréal 2003 — 2005
MBA, Finance
University of Paris I: Panthéon-Sorbonne 1999 — 2003
Maitrise, Economy
Liceul Hermann Oberth
CIBC Asset Management December 2013 - Present
CIBC Asset Management August 2006 - December 2013
FDDL & Associates September 2005 - August 2006
Skills
Alternative Investments
Education
Université du Québec à Montréal 2003 — 2005
MBA, Finance
University of Paris I: Panthéon-Sorbonne 1999 — 2003
Maitrise, Economy
Liceul Hermann Oberth
Jean Rivard-Gervais, CFA, MBA's CIBC Asset Management Experience September 2002 - Present
Job Director Investment Services at CIBC Asset Management
Industry Investment Management
Experience
CIBC Asset Management September 2002 - Present
Sun Life Financial March 1998 - September 2002
Skills
Fixed Income, Equities, Capital Markets, Bloomberg, Investment Strategies, Derivatives, Portfolio Management, Asset Management, Investments, Mutual Funds, Wealth Management, Business Analysis, Financial Markets, Alternative Investments, Options
Education
University of Ottawa
Master of Business Administration (MBA)
Collège Notre-Dame
CIBC Asset Management September 2002 - Present
Sun Life Financial March 1998 - September 2002
Skills
Fixed Income, Equities, Capital Markets, Bloomberg, Investment Strategies, Derivatives, Portfolio Management, Asset Management, Investments, Mutual Funds, Wealth Management, Business Analysis, Financial Markets, Alternative Investments, Options
Education
University of Ottawa
Master of Business Administration (MBA)
Collège Notre-Dame
Christiane Gazaille's CIBC Asset Management Experience March 2006 - March 2008
Job Certified AML Trainer at GP Strategies Corporation
Industry Financial Services
Experience
GP Strategies Corporation January 2015 - Present
Ria Financial July 2013 - September 2014
Versant Partners September 2009 - September 2012
PWL Capital February 2008 - March 2009
CIBC Asset Management March 2006 - March 2008
Aegon Dealer Services March 2002 - November 2003
Skills
AML, Risk Management, Anti Money Laundering, Financial Risk, Investments, Financial Services, Banking, Securities, Operational Risk, Due Diligence, Financial Analysis, Management, KYC, OFAC, Corporate Governance, Bank Secrecy Act, USA PATRIOT Act, Bloomberg, Credit, Operational Risk..., Insurance, OSFI, OFAC, FINTRAC,..., UNITED NATIONS,..., Regulatory Compliance, Wealth Management
Education
CAMS Memeber, IIROC, various licenses in the investment field, FINRA various licenses 2015 — 2015
International Compliance Association with Manchester Business School of England, Complliance, ICA Certificate in AML and Sanctions
Université du Québec à Montréal
Bachelor's degree, Accounting and Finance
GP Strategies Corporation January 2015 - Present
Ria Financial July 2013 - September 2014
Versant Partners September 2009 - September 2012
PWL Capital February 2008 - March 2009
CIBC Asset Management March 2006 - March 2008
Aegon Dealer Services March 2002 - November 2003
Skills
AML, Risk Management, Anti Money Laundering, Financial Risk, Investments, Financial Services, Banking, Securities, Operational Risk, Due Diligence, Financial Analysis, Management, KYC, OFAC, Corporate Governance, Bank Secrecy Act, USA PATRIOT Act, Bloomberg, Credit, Operational Risk..., Insurance, OSFI, OFAC, FINTRAC,..., UNITED NATIONS,..., Regulatory Compliance, Wealth Management
Education
CAMS Memeber, IIROC, various licenses in the investment field, FINRA various licenses 2015 — 2015
International Compliance Association with Manchester Business School of England, Complliance, ICA Certificate in AML and Sanctions
Université du Québec à Montréal
Bachelor's degree, Accounting and Finance
Philip Doyle's CIBC Asset Management Experience January 2002 - December 2005
Job Investment Counsellor at Burgundy Asset Management
Industry Investment Management
Experience
Burgundy Asset Management October 2014 - Present
Morneau Shepell Asset & Risk Management March 2012 - September 2014
Artemis Investment Management July 2008 - March 2012
Citi Private Bank January 2006 - June 2008
CIBC Asset Management January 2002 - December 2005
The Boston Consulting Group September 1996 - December 2002
Boundless Adventures Association 1992 - 1995
Boundless Adventures Association 1992 - 1995
Boundless Adventures Association 1992 - 1995
Boundless Adventures Association 1992 - 1995
Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Due Diligence, French, Spanish, Asset Managment, Investment Strategies, Financial Modeling, Asset Allocation, Risk Management, Investments, Fixed Income, Valuation, Hedge Funds, Alternative Investments, Capital Markets, Private Equity, Corporate Finance, Derivatives, Investment Management, Securities, Trading, Investment Advisory, Bloomberg, Equity Research, Mutual Funds, Financial Markets, Investment Banking, Bonds, Options, Financial Advisory, Pension Funds, Financial Services, Structured Products, Strategic Financial..., Wealth Management..., Emerging Markets, Relationship Management, Investor Relations, Pensions, Financial Risk, Financial Structuring, Retirement Planning, Wealth Management
Education
University of Oxford 1994 — 1996
BA, MA, PPE
University of Toronto - University of St. Michael's College 1989 — 1994
BA, Arts
Toronto French School 1975 — 1987
OSSD
Burgundy Asset Management October 2014 - Present
Morneau Shepell Asset & Risk Management March 2012 - September 2014
Artemis Investment Management July 2008 - March 2012
Citi Private Bank January 2006 - June 2008
CIBC Asset Management January 2002 - December 2005
The Boston Consulting Group September 1996 - December 2002
Boundless Adventures Association 1992 - 1995
Boundless Adventures Association 1992 - 1995
Boundless Adventures Association 1992 - 1995
Boundless Adventures Association 1992 - 1995
Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Due Diligence, French, Spanish, Asset Managment, Investment Strategies, Financial Modeling, Asset Allocation, Risk Management, Investments, Fixed Income, Valuation, Hedge Funds, Alternative Investments, Capital Markets, Private Equity, Corporate Finance, Derivatives, Investment Management, Securities, Trading, Investment Advisory, Bloomberg, Equity Research, Mutual Funds, Financial Markets, Investment Banking, Bonds, Options, Financial Advisory, Pension Funds, Financial Services, Structured Products, Strategic Financial..., Wealth Management..., Emerging Markets, Relationship Management, Investor Relations, Pensions, Financial Risk, Financial Structuring, Retirement Planning, Wealth Management
Education
University of Oxford 1994 — 1996
BA, MA, PPE
University of Toronto - University of St. Michael's College 1989 — 1994
BA, Arts
Toronto French School 1975 — 1987
OSSD
Allen Liu's CIBC Asset Management Experience 1997 - 1997
Job Hedge Fund CFO/CCO
Industry Accounting
Experience
Bolton LP July 2015 - Present
Bolton LP April 2014 - June 2015
Davidson Kempner Capital Management October 2002 - December 2013
Ernst & Young November 1999 - October 2002
Anchin, Block & Anchin LLP 1997 - 1999
CIBC Asset Management 1997 - 1997
Skills
Hedge Funds, Equities, Asset Management, Bloomberg, Investments, Financial Reporting, Securities, Fund Accounting, Options, Accounting, Financial Accounting, Auditing, Alternative Investments, SEC filings
Education
University at Albany, SUNY 1992 — 1996
BS, Accounting
Bolton LP July 2015 - Present
Bolton LP April 2014 - June 2015
Davidson Kempner Capital Management October 2002 - December 2013
Ernst & Young November 1999 - October 2002
Anchin, Block & Anchin LLP 1997 - 1999
CIBC Asset Management 1997 - 1997
Skills
Hedge Funds, Equities, Asset Management, Bloomberg, Investments, Financial Reporting, Securities, Fund Accounting, Options, Accounting, Financial Accounting, Auditing, Alternative Investments, SEC filings
Education
University at Albany, SUNY 1992 — 1996
BS, Accounting
Valérie Lacombe's CIBC Asset Management Experience June 2004 - July 2010
Job Conseillère senior Conformité, Banque Nationale Courtage Direct chez Banque Nationale
Industry Financial Services
Experience
Banque Nationale February 2015 - Present
Banque Nationale November 2012 - February 2015
Services financiers Groupe Investors inc./Investors Group Financial Services inc May 2011 - October 2012
Gestion d'actifs CIBC July 2010 - May 2011
CIBC Asset Management June 2004 - July 2010
CIBC Asset Management September 2002 - June 2004
Talvest/CIBC Asset Management May 2000 - September 2002
Banque Laurentienne 1998 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Asset Managment, Securities, Risk Management, Portfolio Management, Banking, Financial Risk, Investment Advisory, Financial Services, Gestion des risques, Banque, Fonds mutuel, Services financiers, Management, Gouvernance
Education
Université du Québec à Montréal 2012 — 2014
Baccalauréat, Administration des affaires
Université du Québec - Télé-université
Certificat, Gestion des ressources humaines
Banque Nationale February 2015 - Present
Banque Nationale November 2012 - February 2015
Services financiers Groupe Investors inc./Investors Group Financial Services inc May 2011 - October 2012
Gestion d'actifs CIBC July 2010 - May 2011
CIBC Asset Management June 2004 - July 2010
CIBC Asset Management September 2002 - June 2004
Talvest/CIBC Asset Management May 2000 - September 2002
Banque Laurentienne 1998 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Asset Managment, Securities, Risk Management, Portfolio Management, Banking, Financial Risk, Investment Advisory, Financial Services, Gestion des risques, Banque, Fonds mutuel, Services financiers, Management, Gouvernance
Education
Université du Québec à Montréal 2012 — 2014
Baccalauréat, Administration des affaires
Université du Québec - Télé-université
Certificat, Gestion des ressources humaines
Wanda Frisk's CIBC Asset Management Experience 1994 - 1998
Job Vice President, Partner Relations at Qtrade Financial Group
Industry Financial Services
Experience
Qtrade Financial Group October 2013 - Present
CIBC September 2005 - November 2011
CIBC 1999 - 2005
CIBC Wealth Management 1996 - 1998
CIBC Asset Management 1994 - 1998
Skills
Wealth Management, Strategic Financial..., Team Leadership, Retail Banking, Small Business, Sales Management, Program Facilitation, Staff Development, Business Development, Leadership, Retirement Planning, Mutual Funds, Business Planning, Financial Advisory, Financial Services, Banking, Financial Planning
Education
University of Saskatchewan 1983 — 1987
B.Comm, Finance/Economics
Qtrade Financial Group October 2013 - Present
CIBC September 2005 - November 2011
CIBC 1999 - 2005
CIBC Wealth Management 1996 - 1998
CIBC Asset Management 1994 - 1998
Skills
Wealth Management, Strategic Financial..., Team Leadership, Retail Banking, Small Business, Sales Management, Program Facilitation, Staff Development, Business Development, Leadership, Retirement Planning, Mutual Funds, Business Planning, Financial Advisory, Financial Services, Banking, Financial Planning
Education
University of Saskatchewan 1983 — 1987
B.Comm, Finance/Economics
Papa Mor Diop, MBA's CIBC Asset Management Experience July 2014 - Present
Job Fixed Income Analyst at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management July 2014 - Present
Invesco Canada (Invesco Trimark) January 2010 - June 2014
Sénégalaise de Constructions et d'Etudes 2004 - 2005
Skills
Client Service Oriented, Fixed Income, Financial Analysis, Corporate Finance, Derivatives, Equities, Investments, Bloomberg, Securities, VBA, PCBond, Budgeting, Database Management, Mutual Funds, SQL
Education
Université Laval
MBA, Finance
Université du Québec à Trois-Rivières
DESS, Finance
CIBC Asset Management July 2014 - Present
Invesco Canada (Invesco Trimark) January 2010 - June 2014
Sénégalaise de Constructions et d'Etudes 2004 - 2005
Skills
Client Service Oriented, Fixed Income, Financial Analysis, Corporate Finance, Derivatives, Equities, Investments, Bloomberg, Securities, VBA, PCBond, Budgeting, Database Management, Mutual Funds, SQL
Education
Université Laval
MBA, Finance
Université du Québec à Trois-Rivières
DESS, Finance
Alain Piché, CFA, DMS's CIBC Asset Management Experience June 2007 - Present
Job Assistant Vice President Structured Investments and Trading at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management June 2007 - Present
Education
Université du Québec
BBA, Finance
CIBC Asset Management June 2007 - Present
Education
Université du Québec
BBA, Finance
Mawnan Livesley's CIBC Asset Management Experience November 2014 - Present
Job Business Development Manager at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management November 2014 - Present
CIBC October 2012 - November 2014
CIBC June 2011 - October 2012
Dalhousie Student Union Sustainability Office September 2010 - December 2011
Skills
CSC, AS400, Social Media, Sales, Customer Service, Marketing, Leadership, Strategic Planning, Team Leadership, Event Planning, Advertising, Microsoft Office, Marketing Strategy, Project Management, Marketing Communications, Social Networking, Digital Marketing, Public Relations, Microsoft Excel, Research, Business Development
Education
University of King's College 2008 — 2011
BaH, Contemporary Studies, Political Science
CIBC Asset Management November 2014 - Present
CIBC October 2012 - November 2014
CIBC June 2011 - October 2012
Dalhousie Student Union Sustainability Office September 2010 - December 2011
Skills
CSC, AS400, Social Media, Sales, Customer Service, Marketing, Leadership, Strategic Planning, Team Leadership, Event Planning, Advertising, Microsoft Office, Marketing Strategy, Project Management, Marketing Communications, Social Networking, Digital Marketing, Public Relations, Microsoft Excel, Research, Business Development
Education
University of King's College 2008 — 2011
BaH, Contemporary Studies, Political Science
Mike Lajoie's CIBC Asset Management Experience 2001 - 2011
Job Financial Consultant at MD Physician Services
Industry Financial Services
Experience
MD Physician Services January 2011 - Present
CIBC Asset Management 2001 - 2011
Canada Trust 1995 - 2001
Education
University of Ottawa / Université d'Ottawa 1985 — 1990
Bachelor of Social Sciences, Economics
MD Physician Services January 2011 - Present
CIBC Asset Management 2001 - 2011
Canada Trust 1995 - 2001
Education
University of Ottawa / Université d'Ottawa 1985 — 1990
Bachelor of Social Sciences, Economics