CIBC Wood Gundy
Industry: Retail banking company
DescriptionCIBC Wood Gundy is the Canadian full-service retail brokerage division of CIBC World Markets Inc., a subsidiary of the Canadian Imperial Bank of Commerce. Headquarters: Toronto, Canada Founded: 1988 Predecessor: Wood Gundy Parent organization: CIBC World Markets
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CIBC Wood Gundy Employees
Employee
Years
Job
Industry
James Knowles, CIM James Knowles, CIM's CIBC Wood Gundy Experience January 2013 - Present
Job Client Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy January 2013 - Present
Canaccord Genuity Inc. May 2012 - August 2012
Rogers Communications May 2011 - August 2011
Rogers Communications September 2010 - December 2010
Shorcan Brokers Limited January 2010 - April 2010
Skills
Bloomberg Terminal, Marketing Communications, Microsoft Office, Financial Analysis, Fixed Income, Capital Markets, Investments, Marketing Strategy, Bonds, Sales, Microsoft Excel, Securities, Strategy, Strategic Financial..., Marketing
Education
Dalhousie University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance, General
Royal St. Georges College 2004 — 2008
High School Degree
CIBC Wood Gundy January 2013 - Present
Canaccord Genuity Inc. May 2012 - August 2012
Rogers Communications May 2011 - August 2011
Rogers Communications September 2010 - December 2010
Shorcan Brokers Limited January 2010 - April 2010
Skills
Bloomberg Terminal, Marketing Communications, Microsoft Office, Financial Analysis, Fixed Income, Capital Markets, Investments, Marketing Strategy, Bonds, Sales, Microsoft Excel, Securities, Strategy, Strategic Financial..., Marketing
Education
Dalhousie University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance, General
Royal St. Georges College 2004 — 2008
High School Degree
Hilliard MacBeth's CIBC Wood Gundy Experience February 1982 - October 1988
Job Portfolio Manager, author, "When the Bubble Bursts: Surviving the Canadian Real Estate Crash"
Industry Investment Management
Experience
Richardson GMP Limited May 2005 - Present
TD Wealth Management June 2000 - May 2005
BMO Nesbitt Burns October 1990 - June 2000
Investment Industry Regulatory Organization for Canada January 1989 - January 1995
Richardson Greenshields October 1988 - October 1990
CIBC Wood Gundy February 1982 - October 1988
Pitfield, MacKay, Ross November 1978 - February 1982
Government of Alberta 1975 - 1978
Skills
Portfolio Management, Estate planning, Investment Advisory, Wealth Management, Wealth, Investments, Financial Advisory, Equities, Investment Management, Personal Finance, Investment Strategies, Asset Allocation, Alternative Investments, Estate Planning, Asset Management, Mutual Funds, Retirement Planning, Strategic Financial..., Capital Markets, Financial Planners, Securities, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, High Net Worth..., Investment Banking, Asset Managment, Financial Modeling, Insurance, Options, Wealth Management..., Bonds, Hedge Funds, Retirement, ETFs, Private Equity, Trading, Financial Markets, Equity Research, Financial Planning, Finance, Risk Management, Valuation, Financial Services, Bloomberg, Economics
Education
INSEAD 2007 — 2007
Global Portfolio Management
Queen's University 1972 — 1973
study of macroeconomics, Graduate Studies Economics
Institut d'Etudes Politiques de Grenoble 1971 — 1972
French language, philosophy
University of Alberta 1966 — 1971
Honours Bachelor of Arts, Economics, Mathematics, Statistics
Richardson GMP Limited May 2005 - Present
TD Wealth Management June 2000 - May 2005
BMO Nesbitt Burns October 1990 - June 2000
Investment Industry Regulatory Organization for Canada January 1989 - January 1995
Richardson Greenshields October 1988 - October 1990
CIBC Wood Gundy February 1982 - October 1988
Pitfield, MacKay, Ross November 1978 - February 1982
Government of Alberta 1975 - 1978
Skills
Portfolio Management, Estate planning, Investment Advisory, Wealth Management, Wealth, Investments, Financial Advisory, Equities, Investment Management, Personal Finance, Investment Strategies, Asset Allocation, Alternative Investments, Estate Planning, Asset Management, Mutual Funds, Retirement Planning, Strategic Financial..., Capital Markets, Financial Planners, Securities, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, High Net Worth..., Investment Banking, Asset Managment, Financial Modeling, Insurance, Options, Wealth Management..., Bonds, Hedge Funds, Retirement, ETFs, Private Equity, Trading, Financial Markets, Equity Research, Financial Planning, Finance, Risk Management, Valuation, Financial Services, Bloomberg, Economics
Education
INSEAD 2007 — 2007
Global Portfolio Management
Queen's University 1972 — 1973
study of macroeconomics, Graduate Studies Economics
Institut d'Etudes Politiques de Grenoble 1971 — 1972
French language, philosophy
University of Alberta 1966 — 1971
Honours Bachelor of Arts, Economics, Mathematics, Statistics
David Bluteau David Bluteau's CIBC Wood Gundy Experience 1987 - 1997
Job Senior Vice President at National Bank Financial
Industry Investment Management
Experience
National Bank Financial November 2011 - Present
Bluteau DeVenney & Co. 1997 - Present
Wellington West Capital Inc. February 2003 - November 2011
TD Waterhouse 1997 - 2003
CIBC Wood Gundy 1987 - 1997
Skills
Wealth Management..., Physicians, Investments, Wealth Management, Investment Advisory, Investment Strategies, Wealth, Retirement Planning, Estate Planning, Mutual Funds, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Alternative Investments
Education
Dalhousie University 1987 — 1988
MBA
University of New Brunswick 1979 — 1984
National Bank Financial November 2011 - Present
Bluteau DeVenney & Co. 1997 - Present
Wellington West Capital Inc. February 2003 - November 2011
TD Waterhouse 1997 - 2003
CIBC Wood Gundy 1987 - 1997
Skills
Wealth Management..., Physicians, Investments, Wealth Management, Investment Advisory, Investment Strategies, Wealth, Retirement Planning, Estate Planning, Mutual Funds, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Alternative Investments
Education
Dalhousie University 1987 — 1988
MBA
University of New Brunswick 1979 — 1984
Brendan Storey's CIBC Wood Gundy Experience April 2009 - Present
Job Portfolio Manager, Investment Advisor, CIBC Wood Gundy, BComm, CIM®
Industry Financial Services
Experience
CIBC Wood Gundy April 2009 - Present
ABC Head Start 2009 - Present
Stordor Investments June 2002 - Present
Skills
Investment Advisory, Investment Strategies, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Mutual Funds, Asset Allocation, Alternative Investments, Financial Advisory, Retirement, Equities, Securities, Financial Planning
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Commerce, Marketing
CIBC Wood Gundy April 2009 - Present
ABC Head Start 2009 - Present
Stordor Investments June 2002 - Present
Skills
Investment Advisory, Investment Strategies, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Mutual Funds, Asset Allocation, Alternative Investments, Financial Advisory, Retirement, Equities, Securities, Financial Planning
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Commerce, Marketing
Jonathan Kim Jonathan Kim's CIBC Wood Gundy Experience April 2012 - August 2012
Job Equity Research Analyst at Goldman Sachs
Industry Research
Experience
Goldman Sachs June 2015 - Present
York Finance Club December 2013 - December 2014
BMO Capital Markets May 2014 - August 2014
York Finance Club December 2012 - December 2013
DBRS April 2013 - August 2013
CIBC Wood Gundy April 2012 - August 2012
Education
Schulich School of Business, York University 2011 — 2015
Business Administration, Finance, Economics
Copenhagen Business School 2015 — 2015
Bachelor's Degree, International Policy
Goldman Sachs June 2015 - Present
York Finance Club December 2013 - December 2014
BMO Capital Markets May 2014 - August 2014
York Finance Club December 2012 - December 2013
DBRS April 2013 - August 2013
CIBC Wood Gundy April 2012 - August 2012
Education
Schulich School of Business, York University 2011 — 2015
Business Administration, Finance, Economics
Copenhagen Business School 2015 — 2015
Bachelor's Degree, International Policy
Karim Mahfouz Karim Mahfouz's CIBC Wood Gundy Experience September 2000 - Present
Job Investment Advisor/Financial Security Advisor at CIBC Wood Gundy, SMA Investment Group
Industry Investment Management
Experience
CIBC Wood Gundy September 2000 - Present
Skills
Wealth Management, Mutual Funds, Investment Strategies, Retirement Planning, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Securities, Wealth, Retirement, Financial Advisory, Alternative Investments, Investment Management, Bonds, Wealth Management..., High Net Worth..., Fixed Annuities, Insurance, Life Insurance, Personal Financial..., Critical Illness, Wealth Accumulation, Retirement Savings, Disability Insurance
Education
Université de Montréal - HEC Montréal
Vanier College
CIBC Wood Gundy September 2000 - Present
Skills
Wealth Management, Mutual Funds, Investment Strategies, Retirement Planning, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Securities, Wealth, Retirement, Financial Advisory, Alternative Investments, Investment Management, Bonds, Wealth Management..., High Net Worth..., Fixed Annuities, Insurance, Life Insurance, Personal Financial..., Critical Illness, Wealth Accumulation, Retirement Savings, Disability Insurance
Education
Université de Montréal - HEC Montréal
Vanier College
Olivier Sequerra Olivier Sequerra's CIBC Wood Gundy Experience June 2011 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy June 2011 - Present
CIBC 2009 - 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Building Relationships, Trust Management, Charitable Trusts, Charitable Gift Planning, Investments, Investment Strategies, Investment Advisory, Fixed Income, Income Protection, Term Life Insurance, Property & Casualty..., Universal Life, Tactical Asset..., Risk Assessment, Mutual Funds, Wealth Management, Trading, Bloomberg Terminal, Risk Management, Equity Trading, Valuation, Financial Services, Finance, Securities, Wealth, Asset Allocation, Portfolio Management, Financial Advisory, ETFs, Investment Management
Education
HHS 2000 — 2005
Dawson College 2005 — 2007
Commerce, Business/Commerce, General
LaSalle College 2009 — 2009
Real Estate Broker, Real Estate
John Molson School of Business 2007 — 2010
B.Comm, Finance
CIBC Wood Gundy June 2011 - Present
CIBC 2009 - 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Building Relationships, Trust Management, Charitable Trusts, Charitable Gift Planning, Investments, Investment Strategies, Investment Advisory, Fixed Income, Income Protection, Term Life Insurance, Property & Casualty..., Universal Life, Tactical Asset..., Risk Assessment, Mutual Funds, Wealth Management, Trading, Bloomberg Terminal, Risk Management, Equity Trading, Valuation, Financial Services, Finance, Securities, Wealth, Asset Allocation, Portfolio Management, Financial Advisory, ETFs, Investment Management
Education
HHS 2000 — 2005
Dawson College 2005 — 2007
Commerce, Business/Commerce, General
LaSalle College 2009 — 2009
Real Estate Broker, Real Estate
John Molson School of Business 2007 — 2010
B.Comm, Finance
Sugi Kumaresan, CFP®, CIM® Sugi Kumaresan, CFP®, CIM®'s CIBC Wood Gundy Experience September 2000 - Present
Job Portfolio Manager at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy September 2000 - Present
Furniture Bank May 2015 - Present
Skills
Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Wealth, Insurance, Mutual Funds, Asset Allocation, Strategic Financial..., Securities, ETFs, Alternative Investments, High Net Worth..., Hedge Funds, Stocks, Bonds, Cash Management, Tax-advantaged..., Options, Charitable Gift Planning, Charitable Trusts, Financial Advisory, Financial Planning, Investments, Wealth Management...
Education
Humber College 1995 — 1997
BA - Financial Services
Certified Financial Planner, CFP
Financial Planning Standards Council
Chartered Investment Manager, CIM
CIM - Canadian Securities Institute
Financial Management Advisor, FMA
Canadian Securities Institute
Life Licensing and the Life License Qualification Program (LLQP)
Canadian Council of Insurance Regulators (CCIR)
CIBC Wood Gundy September 2000 - Present
Furniture Bank May 2015 - Present
Skills
Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Wealth, Insurance, Mutual Funds, Asset Allocation, Strategic Financial..., Securities, ETFs, Alternative Investments, High Net Worth..., Hedge Funds, Stocks, Bonds, Cash Management, Tax-advantaged..., Options, Charitable Gift Planning, Charitable Trusts, Financial Advisory, Financial Planning, Investments, Wealth Management...
Education
Humber College 1995 — 1997
BA - Financial Services
Certified Financial Planner, CFP
Financial Planning Standards Council
Chartered Investment Manager, CIM
CIM - Canadian Securities Institute
Financial Management Advisor, FMA
Canadian Securities Institute
Life Licensing and the Life License Qualification Program (LLQP)
Canadian Council of Insurance Regulators (CCIR)
Anna Ripko Anna Ripko's CIBC Wood Gundy Experience April 2012 - July 2012
Job Customer Service Representative at TD
Industry Financial Services
Experience
TD Canada Trust September 2013 - Present
CIBC Wood Gundy April 2012 - July 2012
University of Toronto Bookstore June 2012 - June 2012
University of Toronto Bookstore January 2012 - January 2012
International Foods and Snack Corp. September 2009 - April 2011
Skills
Teamwork, Time Management, Customer Service, Cash-handling, High Organizational..., Highly detail oriented, Administration, Telephone Skills, Close Attention to..., Critical Thinking, Organization &..., Organizational..., Financial Planners, Always Punctual, People-oriented, Highly motivated..., Retail Banking
Education
Humber College 2011 — 2012
Diploma, Financial Services
Kharkov National Academy of Municipal Economy, Kharkov, Ukraine 2002 — 2007
Bachelor, Accounting and Audit
TD Canada Trust September 2013 - Present
CIBC Wood Gundy April 2012 - July 2012
University of Toronto Bookstore June 2012 - June 2012
University of Toronto Bookstore January 2012 - January 2012
International Foods and Snack Corp. September 2009 - April 2011
Skills
Teamwork, Time Management, Customer Service, Cash-handling, High Organizational..., Highly detail oriented, Administration, Telephone Skills, Close Attention to..., Critical Thinking, Organization &..., Organizational..., Financial Planners, Always Punctual, People-oriented, Highly motivated..., Retail Banking
Education
Humber College 2011 — 2012
Diploma, Financial Services
Kharkov National Academy of Municipal Economy, Kharkov, Ukraine 2002 — 2007
Bachelor, Accounting and Audit
Marie-Claude Elie's CIBC Wood Gundy Experience May 1990 - February 1991
Job Senior Account Executive at Google
Industry Online Media
Experience
Google November 2011 - Present
Mediative September 2011 - October 2011
Yellow Pages Group / Groupe Pages Jaunes – Canada October 2009 - September 2011
Yellow Pages Group / Groupe Pages Jaunes – Canada October 2008 - October 2009
Yellow Pages Group / Groupe Pages Jaunes – Canada January 2007 - October 2008
357 C January 2004 - November 2006
The Dorchester Hotel - London, UK May 1992 - April 1995
CIBC Wood Gundy May 1990 - February 1991
Walt Disney World September 1985 - September 1986
Skills
Consultative sales..., Established and strong..., To drive and grow new..., Team Spirit, Strong knowledge of..., Entrepreneurial Skills, Integrated Marketing, Online Advertising, E-commerce, SEM, Entrepreneurship, SEO, Advertising, Digital Media, Digital Marketing, PPC, Strategy, Online Marketing, Account Management, Marketing, French, Mobile Devices
Education
McGill University 1988 — 1990
MBA, Marketing
University of Central Florida - College of Business Administration 1986 — 1988
Bachelor of Science in Business Administration, International Finance
Université de Montréal - HEC Montréal 1983 — 1985
Not Obtained, first 2 years of undergrad studies
Marianopolis College 1981 — 1983
Diploma of Collegial Studies
Google November 2011 - Present
Mediative September 2011 - October 2011
Yellow Pages Group / Groupe Pages Jaunes – Canada October 2009 - September 2011
Yellow Pages Group / Groupe Pages Jaunes – Canada October 2008 - October 2009
Yellow Pages Group / Groupe Pages Jaunes – Canada January 2007 - October 2008
357 C January 2004 - November 2006
The Dorchester Hotel - London, UK May 1992 - April 1995
CIBC Wood Gundy May 1990 - February 1991
Walt Disney World September 1985 - September 1986
Skills
Consultative sales..., Established and strong..., To drive and grow new..., Team Spirit, Strong knowledge of..., Entrepreneurial Skills, Integrated Marketing, Online Advertising, E-commerce, SEM, Entrepreneurship, SEO, Advertising, Digital Media, Digital Marketing, PPC, Strategy, Online Marketing, Account Management, Marketing, French, Mobile Devices
Education
McGill University 1988 — 1990
MBA, Marketing
University of Central Florida - College of Business Administration 1986 — 1988
Bachelor of Science in Business Administration, International Finance
Université de Montréal - HEC Montréal 1983 — 1985
Not Obtained, first 2 years of undergrad studies
Marianopolis College 1981 — 1983
Diploma of Collegial Studies
Andrée-Anne Payer's CIBC Wood Gundy Experience April 2012 - August 2015
Job Étudiante en fiscalité
Industry Insurance
Experience
CIBC Wood Gundy April 2012 - August 2015
CIBC May 2011 - April 2012
Skills
Estate Planning, Finance, Retail Banking, Financial Analysis, Microsoft Office, Financial Services, Customer Service, Investment Strategies, Financial Modeling, Microsoft Excel, Sales, Investments
Education
Université de Sherbrooke 2014 — 2016
Maîtrise en fiscalité, Droit fiscal / taxation
IQPF 2014 — 2014
Planificatrice financière, Planification et services financiers
HEC Montréal 2013 — 2014
Financial Planning
Autorité des marchés financiers 2012 — 2012
Financial security advisor
CSI 2012 — 2012
Cours de commerce en valeurs mobilières
Université de Montréal - HEC Montréal 2008 — 2011
B.A.A, Finance
Università Commerciale 'Luigi Bocconi' 2010 — 2010
B.A.A, finance
Collège Jean de Brébeuf 2004 — 2006
health sciences
Collège Charlemagne
CIBC Wood Gundy April 2012 - August 2015
CIBC May 2011 - April 2012
Skills
Estate Planning, Finance, Retail Banking, Financial Analysis, Microsoft Office, Financial Services, Customer Service, Investment Strategies, Financial Modeling, Microsoft Excel, Sales, Investments
Education
Université de Sherbrooke 2014 — 2016
Maîtrise en fiscalité, Droit fiscal / taxation
IQPF 2014 — 2014
Planificatrice financière, Planification et services financiers
HEC Montréal 2013 — 2014
Financial Planning
Autorité des marchés financiers 2012 — 2012
Financial security advisor
CSI 2012 — 2012
Cours de commerce en valeurs mobilières
Université de Montréal - HEC Montréal 2008 — 2011
B.A.A, Finance
Università Commerciale 'Luigi Bocconi' 2010 — 2010
B.A.A, finance
Collège Jean de Brébeuf 2004 — 2006
health sciences
Collège Charlemagne
Jillian Caulcutt Jillian Caulcutt's CIBC Wood Gundy Experience August 2014 - Present
Job Multimedia Designer at CIBC Wood Gundy
Industry Graphic Design
Experience
CIBC Wood Gundy August 2014 - Present
Bereskin & Parr LLP December 2013 - August 2014
Blake, Cassels & Graydon LLP June 2011 - December 2013
GoalLine Solutions June 2007 - April 2011
Skills
Adobe Creative Suite, Graphic Design, Print Production Process, Project Management, Dreamweaver, Adobe Acrobat, Layout, Brochures, Corporate Identity, Typography, Corporate Branding, InDesign, Illustrator, Vector Illustration, Graphics, Advertising, Social Media
Education
Mohawk College 2011 — 2013
Certificate, French Language and Literature
George Brown College 2007 — 2010
Diploma, Graphic Design
CIBC Wood Gundy August 2014 - Present
Bereskin & Parr LLP December 2013 - August 2014
Blake, Cassels & Graydon LLP June 2011 - December 2013
GoalLine Solutions June 2007 - April 2011
Skills
Adobe Creative Suite, Graphic Design, Print Production Process, Project Management, Dreamweaver, Adobe Acrobat, Layout, Brochures, Corporate Identity, Typography, Corporate Branding, InDesign, Illustrator, Vector Illustration, Graphics, Advertising, Social Media
Education
Mohawk College 2011 — 2013
Certificate, French Language and Literature
George Brown College 2007 — 2010
Diploma, Graphic Design
Peter R. Kingston, CPA, CA, MA (Oxford) Peter R. Kingston, CPA, CA, MA (Oxford)'s CIBC Wood Gundy Experience 1998 - 2000
Job Vice President, Finance & Administration at Justice Institute of British Columbia
Industry Nonprofit Organization Management
Experience
Justice Institute of British Columbia April 2014 - Present
Canadian Cancer Society, BC & Yukon Division 2011 - March 2014
Vancouver Foundation 2006 - 2011
BC Cancer Foundation 2001 - 2006
CIBC Wood Gundy 1998 - 2000
Stabilization Central Credit Union 1990 - 1998
Financial Institutions Commission 1988 - 1990
PwC (Coopers & Lybrand) 1985 - 1990
KPMG 1975 - 1985
Arthur Andersen 1969 - 1975
Skills
Strategic Planning, Program Management, Project Management, Team Building, Nonprofits, Leadership, Operations Management, Change Management, Budgets, Customer Service, Process Improvement, Public Speaking, Fundraising, Management, Leadership Development, Volunteer Management, Organizational..., Executive Management, Strategic Financial..., Banking, Stewardship
Education
Canadian Institute of Chartered Accountants and BC Institute of Chartered Accountants
CPA, CA
Association of Fundraising Professionals
Current Member
Certified Financial Planner
Institute of Chartered Accountants in England and Wales
FCA
Realtor 2010 — 2014
Realtor
University College, Oxford
Master of Arts (M.A.), Philosophy and Ancient History
East Ham Grammar School, London, England
Justice Institute of British Columbia April 2014 - Present
Canadian Cancer Society, BC & Yukon Division 2011 - March 2014
Vancouver Foundation 2006 - 2011
BC Cancer Foundation 2001 - 2006
CIBC Wood Gundy 1998 - 2000
Stabilization Central Credit Union 1990 - 1998
Financial Institutions Commission 1988 - 1990
PwC (Coopers & Lybrand) 1985 - 1990
KPMG 1975 - 1985
Arthur Andersen 1969 - 1975
Skills
Strategic Planning, Program Management, Project Management, Team Building, Nonprofits, Leadership, Operations Management, Change Management, Budgets, Customer Service, Process Improvement, Public Speaking, Fundraising, Management, Leadership Development, Volunteer Management, Organizational..., Executive Management, Strategic Financial..., Banking, Stewardship
Education
Canadian Institute of Chartered Accountants and BC Institute of Chartered Accountants
CPA, CA
Association of Fundraising Professionals
Current Member
Certified Financial Planner
Institute of Chartered Accountants in England and Wales
FCA
Realtor 2010 — 2014
Realtor
University College, Oxford
Master of Arts (M.A.), Philosophy and Ancient History
East Ham Grammar School, London, England
Katherine Flores Katherine Flores's CIBC Wood Gundy Experience June 2011 - August 2011
Job Consultant at Narrative PR
Industry Public Relations and Communications
Experience
Narrative PR November 2014 - Present
Narrative PR November 2013 - Present
Narrative PR August 2013 - November 2013
Aritzia May 2012 - August 2013
Bell Media May 2013 - July 2013
Women in Film & Television-Toronto June 2012 - September 2012
CIBC Wood Gundy June 2011 - August 2011
Toronto Hydro May 2009 - August 2010
Skills
Public Relations, Strategic Communications, Writing, Social Media, Communications Planning, Event Planning, Twitter, Facebook, PowerPoint, Wordpress, Tumblr, YouTube, Windows Movie Maker, Communication, Fundraising, Microsoft Office, LinkedIn, Time Management, Press Releases, Media Kit Development, Teamwork, WordPress, Marketing, Event Management, Digital Media, Brand Development, Copy Editing, Publicity
Education
Humber College 2012 — 2013
Ontario Graduate Certificate, Public Relations
McMaster University 2008 — 2012
Honours Bachelor of Arts, Communications
Narrative PR November 2014 - Present
Narrative PR November 2013 - Present
Narrative PR August 2013 - November 2013
Aritzia May 2012 - August 2013
Bell Media May 2013 - July 2013
Women in Film & Television-Toronto June 2012 - September 2012
CIBC Wood Gundy June 2011 - August 2011
Toronto Hydro May 2009 - August 2010
Skills
Public Relations, Strategic Communications, Writing, Social Media, Communications Planning, Event Planning, Twitter, Facebook, PowerPoint, Wordpress, Tumblr, YouTube, Windows Movie Maker, Communication, Fundraising, Microsoft Office, LinkedIn, Time Management, Press Releases, Media Kit Development, Teamwork, WordPress, Marketing, Event Management, Digital Media, Brand Development, Copy Editing, Publicity
Education
Humber College 2012 — 2013
Ontario Graduate Certificate, Public Relations
McMaster University 2008 — 2012
Honours Bachelor of Arts, Communications
Avin Mehra Avin Mehra's CIBC Wood Gundy Experience December 2001 - Present
Job Vice President & Portfolio Manager, CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy December 2001 - Present
Merrill Lynch May 2000 - December 2001
CIBC March 1990 - May 2000
Bank of Credit & Commerce International October 1983 - January 1990
Bank of India December 1973 - October 1983
Skills
Investment Advisory, Investment Strategies, Retirement Planning, Strategic Financial..., Asset Allocation, Wealth, Estate Planning, Investment Management, Portfolio Management, High Net Worth..., Financial Advisory, Wealth Management, Wealth Management..., Mutual Funds, Derivatives, Financial Planners, ETFs, Securities, Investments, Equities, Asset Managment, Wealth Accumulation, Pensions, Stock Market, Critical Illness, Fixed Annuities, Fixed Income, Retirement Savings, Personal Financial..., Income Protection, Options, Tax, Disability Insurance, Segregated Funds, Personal Finance, Life Insurance, Intergenerational..., Finance, Risk Management, Banking, FX Options, Retirement, Alternative Investments, Trading, Asset Management, Financial Services, Credit, Bonds, Insurance, Hedge Funds
Education
Canadian Securities Institute 1995 — 1996
FCSI, Investment Management
Canadian Securities Institute 1993 — 1995
CIM, Investment Management
Chartered Institute of Bankers, London, England 1978 — 1980
ACIB(UK), Banking
Delhi University 1978 — 1980
LL.B, Commercial Law & International Trade Laws
Indian Institute of Bankers 1975 — 1976
Associateship of Indian Institute of Bankers, Commercial & corporate Banking, FX
Delhi University 1970 — 1972
M.Sc, Mathematics
Government College, Chandigarh 1968 — 1970
Bachelor of Science (B.Sc.), Physics, Chemistry and Mathematics
CIBC Wood Gundy December 2001 - Present
Merrill Lynch May 2000 - December 2001
CIBC March 1990 - May 2000
Bank of Credit & Commerce International October 1983 - January 1990
Bank of India December 1973 - October 1983
Skills
Investment Advisory, Investment Strategies, Retirement Planning, Strategic Financial..., Asset Allocation, Wealth, Estate Planning, Investment Management, Portfolio Management, High Net Worth..., Financial Advisory, Wealth Management, Wealth Management..., Mutual Funds, Derivatives, Financial Planners, ETFs, Securities, Investments, Equities, Asset Managment, Wealth Accumulation, Pensions, Stock Market, Critical Illness, Fixed Annuities, Fixed Income, Retirement Savings, Personal Financial..., Income Protection, Options, Tax, Disability Insurance, Segregated Funds, Personal Finance, Life Insurance, Intergenerational..., Finance, Risk Management, Banking, FX Options, Retirement, Alternative Investments, Trading, Asset Management, Financial Services, Credit, Bonds, Insurance, Hedge Funds
Education
Canadian Securities Institute 1995 — 1996
FCSI, Investment Management
Canadian Securities Institute 1993 — 1995
CIM, Investment Management
Chartered Institute of Bankers, London, England 1978 — 1980
ACIB(UK), Banking
Delhi University 1978 — 1980
LL.B, Commercial Law & International Trade Laws
Indian Institute of Bankers 1975 — 1976
Associateship of Indian Institute of Bankers, Commercial & corporate Banking, FX
Delhi University 1970 — 1972
M.Sc, Mathematics
Government College, Chandigarh 1968 — 1970
Bachelor of Science (B.Sc.), Physics, Chemistry and Mathematics
Laura Maguire B.Comm, CRSP's CIBC Wood Gundy Experience 2004 - 2005
Job Quality Specialist at Enbridge Pipelines
Industry Construction
Experience
Enbridge Pipelines January 2015 - Present
Enbridge Pipelines Ltd. November 2012 - December 2014
BC Forest Safety Council December 2010 - November 2012
Dynamic Reforestation April 2006 - October 2010
TreeTop Consulting October 2007 - 2010
CIBC Wood Gundy 2004 - 2005
Various 1999 - 2005
Salt Spring Island Chamber of Commerce 2003 - 2004
CMH Heli-Skiing 1999 - 2000
Skills
Strategic Planning, Coaching, Program Development, Employee Engagement, Auditing, Team Leadership, Training & Development, Training Delivery, Process Mapping, Organizational Change, Culture Change, Risk Management, Loss Prevention, Stakeholder Engagement, Workshop Facilitation, Employee Training, Change Management, Program Management, Management, Project Management, Business Process..., Human Resources, Proposal Writing
Education
The Faculty of Engineering at Lund University 2014 — 2016
Master of Science (M.Sc.), Human Factors and Systems Safety
Edmonton Flying Club 2013 — 2014
Private Pilot's License
The Faculty of Engineering at Lund University 2013 — 2013
Learning Lab, Human Factors & Systems Safety
Royal Roads University 2002 — 2003
Commerce, Entrepreneurship & Small Business Development
MacEwan University 2000 — 2001
Diploma, Management Studies
Enbridge Pipelines January 2015 - Present
Enbridge Pipelines Ltd. November 2012 - December 2014
BC Forest Safety Council December 2010 - November 2012
Dynamic Reforestation April 2006 - October 2010
TreeTop Consulting October 2007 - 2010
CIBC Wood Gundy 2004 - 2005
Various 1999 - 2005
Salt Spring Island Chamber of Commerce 2003 - 2004
CMH Heli-Skiing 1999 - 2000
Skills
Strategic Planning, Coaching, Program Development, Employee Engagement, Auditing, Team Leadership, Training & Development, Training Delivery, Process Mapping, Organizational Change, Culture Change, Risk Management, Loss Prevention, Stakeholder Engagement, Workshop Facilitation, Employee Training, Change Management, Program Management, Management, Project Management, Business Process..., Human Resources, Proposal Writing
Education
The Faculty of Engineering at Lund University 2014 — 2016
Master of Science (M.Sc.), Human Factors and Systems Safety
Edmonton Flying Club 2013 — 2014
Private Pilot's License
The Faculty of Engineering at Lund University 2013 — 2013
Learning Lab, Human Factors & Systems Safety
Royal Roads University 2002 — 2003
Commerce, Entrepreneurship & Small Business Development
MacEwan University 2000 — 2001
Diploma, Management Studies
Caron Court's CIBC Wood Gundy Experience June 2006 - March 2007
Job Senior Manager, Investment Communications (Global Thought Leadership) at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2014 - Present
Sentry Investments May 2013 - March 2014
Caron Court Communications March 2013 - April 2013
Various Projects August 2011 - April 2013
CIBC Global Asset Management April 2008 - August 2012
CIBC December 2011 - May 2012
CIBC March 2007 - March 2008
CIBC Wood Gundy June 2006 - March 2007
BNN September 2005 - February 2006
CBC Television October 2004 - December 2004
Skills
Writing, Proposal Writing, Editing, Copy Editing, Marketing Communications, Corporate Communications, Internal Communications, Social Media, Report Writing, Copywriting, Community, Communications Planning, SEO, Facebook, Online Marketing, Social Media Marketing
Education
Canadian Securities Institute 2007 — 2013
Canadian Securities Course and courses in social media for financial professionals
Camp Tech - Tech Skills Training - CampTech.ca
Earl Haig Secondary School
Ontario Secondary School Diploma
George Brown College
Social Media Certificate, Continuing Education (in progress)
Ryerson University
Bachelor of Journalism (with Honours), Journalism with a major in Broadcasting
Wilfrid Laurier University
Honours Bachelor of Business Administration with Co-op Option, Business (with Marketing focus) and Political Science
Manulife Asset Management August 2014 - Present
Sentry Investments May 2013 - March 2014
Caron Court Communications March 2013 - April 2013
Various Projects August 2011 - April 2013
CIBC Global Asset Management April 2008 - August 2012
CIBC December 2011 - May 2012
CIBC March 2007 - March 2008
CIBC Wood Gundy June 2006 - March 2007
BNN September 2005 - February 2006
CBC Television October 2004 - December 2004
Skills
Writing, Proposal Writing, Editing, Copy Editing, Marketing Communications, Corporate Communications, Internal Communications, Social Media, Report Writing, Copywriting, Community, Communications Planning, SEO, Facebook, Online Marketing, Social Media Marketing
Education
Canadian Securities Institute 2007 — 2013
Canadian Securities Course and courses in social media for financial professionals
Camp Tech - Tech Skills Training - CampTech.ca
Earl Haig Secondary School
Ontario Secondary School Diploma
George Brown College
Social Media Certificate, Continuing Education (in progress)
Ryerson University
Bachelor of Journalism (with Honours), Journalism with a major in Broadcasting
Wilfrid Laurier University
Honours Bachelor of Business Administration with Co-op Option, Business (with Marketing focus) and Political Science
Doug Chornoboy Doug Chornoboy's CIBC Wood Gundy Experience June 1991 - June 1995
Job Senior Finance Executive
Industry Financial Services
Experience
Loyalist Group Limited June 2014 - June 2015
Jameson Bank November 2013 - June 2014
Northern Group of Companies June 2006 - June 2012
Consulting Services January 2004 - June 2006
CIBC June 1999 - January 2004
CIBC World Markets June 1995 - June 1999
CIBC Wood Gundy June 1991 - June 1995
CIBC Wood Gundy September 1989 - June 1991
Central Guaranty Trust January 1988 - September 1989
Skills
Capital Markets, Risk Management, Financial Modeling, Financial Analysis, Strategic Financial..., Mergers, Corporate Finance, Investor Relations, Due Diligence, Executive Management, Financial Reporting, Performance Management, GAAP, IFRS, Public Companies, Change Management, Process Improvement, Compensation Planning, Systems Strategy and..., Forecasting and..., Enterprise Systems..., Fair Value, Treasury, Regulatory Compliance, Securities, M&A experience, Private Equity, Accounting, Restructuring, Corporate Development, Managerial Finance, Personnel Management, Budgets, Forecasting, Hedge Funds, Strategy, Business Strategy, Mergers & Acquisitions, Finance, Management, Financial Services, Management Consulting, Fixed Income, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1980 — 1982
MBA
The University of Winnipeg 1977 — 1980
BA, History
Loyalist Group Limited June 2014 - June 2015
Jameson Bank November 2013 - June 2014
Northern Group of Companies June 2006 - June 2012
Consulting Services January 2004 - June 2006
CIBC June 1999 - January 2004
CIBC World Markets June 1995 - June 1999
CIBC Wood Gundy June 1991 - June 1995
CIBC Wood Gundy September 1989 - June 1991
Central Guaranty Trust January 1988 - September 1989
Skills
Capital Markets, Risk Management, Financial Modeling, Financial Analysis, Strategic Financial..., Mergers, Corporate Finance, Investor Relations, Due Diligence, Executive Management, Financial Reporting, Performance Management, GAAP, IFRS, Public Companies, Change Management, Process Improvement, Compensation Planning, Systems Strategy and..., Forecasting and..., Enterprise Systems..., Fair Value, Treasury, Regulatory Compliance, Securities, M&A experience, Private Equity, Accounting, Restructuring, Corporate Development, Managerial Finance, Personnel Management, Budgets, Forecasting, Hedge Funds, Strategy, Business Strategy, Mergers & Acquisitions, Finance, Management, Financial Services, Management Consulting, Fixed Income, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1980 — 1982
MBA
The University of Winnipeg 1977 — 1980
BA, History
Marie-Claude Giroux, CPA, CA's CIBC Wood Gundy Experience October 2013 - May 2014
Job Adjointe en placement Groupe Bélisle/Picard chez Financière Banque Nationale
Industry Accounting
Experience
Financière Banque Nationale May 2014 - Present
CIBC Wood Gundy October 2013 - May 2014
National Bank of Canada June 2011 - August 2013
KPMG January 2008 - July 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, IFRS, Auditing, External Audit, Financial Modeling, Finance
Education
2007 — 2008
DESS, Comptabilité publique
2004 — 2007
B.A.A, Business administration
Financière Banque Nationale May 2014 - Present
CIBC Wood Gundy October 2013 - May 2014
National Bank of Canada June 2011 - August 2013
KPMG January 2008 - July 2011
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, IFRS, Auditing, External Audit, Financial Modeling, Finance
Education
2007 — 2008
DESS, Comptabilité publique
2004 — 2007
B.A.A, Business administration
Lori Cassels Graham's CIBC Wood Gundy Experience 1997 - 2009
Job Financial Planner, Investment & Retirement Planning at BMO Financial Group
Industry Banking
Experience
BMO Financial Group November 2009 - Present
CIBC Wood Gundy 1997 - 2009
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Investment Advisory, Education Savings, Asset Allocation, Transition Planning, ETFs, Finance, Relationship Management, Strategic Financial..., Investment Strategies, Estate Planning, Financial Planning
Education
The University of Western Ontario - Huron University College 1992 — 1996
BACHERLOR ARTS, political science
BMO Financial Group November 2009 - Present
CIBC Wood Gundy 1997 - 2009
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Investment Advisory, Education Savings, Asset Allocation, Transition Planning, ETFs, Finance, Relationship Management, Strategic Financial..., Investment Strategies, Estate Planning, Financial Planning
Education
The University of Western Ontario - Huron University College 1992 — 1996
BACHERLOR ARTS, political science
Joy Kertland's CIBC Wood Gundy Experience August 2014 - Present
Job Senior Branch Administrator at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy August 2014 - Present
MD Management February 2008 - October 2013
SELF EMPLOYED MUSIC EDUCATOR April 1998 - October 2013
Guardian Trust Company April 1984 - April 1992
Skills
Management, Human Resources, Wealth Management, Coaching, Customer Service, Leadership, Compliance, Collaborative Problem..., Business Process..., Microsoft Office, Team Leadership, Strategic Planning, Front to Back Office, Financial Services, Security Operations, risk managment, Teamwork, Training Needs Analysis, Teaching Adults, Employee Training, Organizational..., Business Analysis, Leadership Development, Performance Management, Performance Measurement, Entrepreneurship, Sales Operations, Business Process, Financial Risk, Mutual Funds, Relationship Management, Organizational..., Team-oriented, Vocal Coaching, Needs Analysis, Music Education, Training, Workshop Facilitation, Public Speaking, Investments, Microsoft Excel, Securities
Education
Concordia University 2011 — 2014
Certificate Human Resources, Human Resources, 4.0
Canadian Securities Institute
Branch Managers Course, Compllance
Canadian Securities Institute 2010 — 2010
Canadian Securities Course and CPH, Financial Planning and Services
Essential Impact 2012 — 2013
Certified Life/Leadership Coach, Life/Leadership Coaching
Concordia University 2014 — 2016
Certificate, Adult and Continuing Education and Teaching, Certificate Program
Concordia University 1982 — 1985
Music Performance, Music
CIBC Wood Gundy August 2014 - Present
MD Management February 2008 - October 2013
SELF EMPLOYED MUSIC EDUCATOR April 1998 - October 2013
Guardian Trust Company April 1984 - April 1992
Skills
Management, Human Resources, Wealth Management, Coaching, Customer Service, Leadership, Compliance, Collaborative Problem..., Business Process..., Microsoft Office, Team Leadership, Strategic Planning, Front to Back Office, Financial Services, Security Operations, risk managment, Teamwork, Training Needs Analysis, Teaching Adults, Employee Training, Organizational..., Business Analysis, Leadership Development, Performance Management, Performance Measurement, Entrepreneurship, Sales Operations, Business Process, Financial Risk, Mutual Funds, Relationship Management, Organizational..., Team-oriented, Vocal Coaching, Needs Analysis, Music Education, Training, Workshop Facilitation, Public Speaking, Investments, Microsoft Excel, Securities
Education
Concordia University 2011 — 2014
Certificate Human Resources, Human Resources, 4.0
Canadian Securities Institute
Branch Managers Course, Compllance
Canadian Securities Institute 2010 — 2010
Canadian Securities Course and CPH, Financial Planning and Services
Essential Impact 2012 — 2013
Certified Life/Leadership Coach, Life/Leadership Coaching
Concordia University 2014 — 2016
Certificate, Adult and Continuing Education and Teaching, Certificate Program
Concordia University 1982 — 1985
Music Performance, Music
Page Scarfone Page Scarfone's CIBC Wood Gundy Experience May 2012 - Present
Job Client Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy May 2012 - Present
CIBC Wood Gundy May 2011 - August 2011
RBC Dominion Securities September 2010 - December 2010
Toron Capital Markets January 2010 - April 2010
Skills
Financial Analysis, Asset Management, Corporate Finance, Customer Service, Equities, Financial Modeling, Fixed Income, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Project Management, Time Management, Trading, Wealth Management
Education
Dalhousie University 2008 — 2012
Bachelor of Commerce, Finance
CIBC Wood Gundy May 2012 - Present
CIBC Wood Gundy May 2011 - August 2011
RBC Dominion Securities September 2010 - December 2010
Toron Capital Markets January 2010 - April 2010
Skills
Financial Analysis, Asset Management, Corporate Finance, Customer Service, Equities, Financial Modeling, Fixed Income, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Project Management, Time Management, Trading, Wealth Management
Education
Dalhousie University 2008 — 2012
Bachelor of Commerce, Finance
Sarah Corrigan's CIBC Wood Gundy Experience February 2002 - October 2005
Job Associate Vice President, CSTS BMG, Strategy & Testing Shared Service
Industry Information Technology and Services
Experience
TD Bank Group July 2014 - Present
TD March 2013 - Present
TD September 2009 - March 2013
Terry Fox Foundation 2009 - 2012
TD Canada Trust September 2009 - March 2010
CIBC January 2008 - March 2009
CIBC November 2005 - December 2007
CIBC Wood Gundy February 2002 - October 2005
Merrill Lynch September 1999 - February 2002
City of Toronto January 1990 - September 1999
Skills
Business Management, Portfolio Management, Budgeting, Banking, Business Analysis, SDLC, IT Governance, Program Management, Change Management, Application Development, Team Building, IT Strategy, IT Management, PMO, Project Portfolio..., Team Leadership, Executive Management, Analysis, Problem Solving, Governance, Team Management, Coaching, Strategy, Security, Management, Leadership, Software Project..., Vendor Management, Requirements Analysis, Software Development, PMP, Business Process..., Enterprise Architecture
Education
Fanshawe College 1982 — 1985
Diploma, Computers
TD Bank Group July 2014 - Present
TD March 2013 - Present
TD September 2009 - March 2013
Terry Fox Foundation 2009 - 2012
TD Canada Trust September 2009 - March 2010
CIBC January 2008 - March 2009
CIBC November 2005 - December 2007
CIBC Wood Gundy February 2002 - October 2005
Merrill Lynch September 1999 - February 2002
City of Toronto January 1990 - September 1999
Skills
Business Management, Portfolio Management, Budgeting, Banking, Business Analysis, SDLC, IT Governance, Program Management, Change Management, Application Development, Team Building, IT Strategy, IT Management, PMO, Project Portfolio..., Team Leadership, Executive Management, Analysis, Problem Solving, Governance, Team Management, Coaching, Strategy, Security, Management, Leadership, Software Project..., Vendor Management, Requirements Analysis, Software Development, PMP, Business Process..., Enterprise Architecture
Education
Fanshawe College 1982 — 1985
Diploma, Computers
Des Layland Des Layland's CIBC Wood Gundy Experience 1995 - 1997
Job Wealth Manager at Manulife Securities Insurance Inc.
Industry Investment Management
Experience
Manulife Investments Insurance Inc. 2009 - Present
BMO Nesbitt Burns 2008 - 2009
Strategic Corporate Finance Inc. 2001 - 2008
Arthur Andersen 1999 - 2001
PwC 1998 - 1999
CIBC Wood Gundy 1995 - 1997
CIBC 1987 - 1995
Imperial Oil 1977 - 1987
Skills
Investments, Investment Strategies, Portfolio Management, Fixed Income, Venture Capital, Wealth, Strategic Financial..., Retirement, Derivatives, Mergers, Private Equity, Corporate Finance, Finance, Restructuring, Business Strategy, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Business Planning, Project Finance, Financial Analysis, Wealth Management, Financial Planning
Education
Candian Securities Institute 2008 — 2014
Chartered Investment Manager, Portfolio Management
Imperial College London 1976 — 1977
M.Sc., D.I.C., Chemical Engineering
The University of Sheffield 1973 — 1976
B.Sc., Chemical Engineering and Fuel Technology (minor in business)
The English School 1967 — 1973
A & O Levels, Science and Liberal Arts
Manulife Investments Insurance Inc. 2009 - Present
BMO Nesbitt Burns 2008 - 2009
Strategic Corporate Finance Inc. 2001 - 2008
Arthur Andersen 1999 - 2001
PwC 1998 - 1999
CIBC Wood Gundy 1995 - 1997
CIBC 1987 - 1995
Imperial Oil 1977 - 1987
Skills
Investments, Investment Strategies, Portfolio Management, Fixed Income, Venture Capital, Wealth, Strategic Financial..., Retirement, Derivatives, Mergers, Private Equity, Corporate Finance, Finance, Restructuring, Business Strategy, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Business Planning, Project Finance, Financial Analysis, Wealth Management, Financial Planning
Education
Candian Securities Institute 2008 — 2014
Chartered Investment Manager, Portfolio Management
Imperial College London 1976 — 1977
M.Sc., D.I.C., Chemical Engineering
The University of Sheffield 1973 — 1976
B.Sc., Chemical Engineering and Fuel Technology (minor in business)
The English School 1967 — 1973
A & O Levels, Science and Liberal Arts
Sandra Toze Sandra Toze's CIBC Wood Gundy Experience 1993 - 1996
Job Interim Director, School of Information Management, Faculty of Management, Dalhousie University
Industry Higher Education
Experience
Dalhousie University 2010 - Present
Dalhousie University 2003 - Present
The Caldwell Partners 2000 - 2003
National Bank Financial 1996 - 2000
CIBC Wood Gundy 1993 - 1996
Skills
Collaborative Working, Business Intelligence, Knowledge Management, Collaboration, Marketing Research, Qualitative Research, University Teaching, Group Work, Information Retrieval, Information Seeking, Information Management, Information Policy, Special Libraries, Change Management, Social Media, Interdisciplinary..., Collaborative..., Library, Information Literacy, collab, Research, Higher Education
Education
Dalhousie University 2006 — 2014
PhD, Interdisciplinary
University of Toronto 1993 — 1996
MLS, Information Management
Queen's University 1984 — 1988
BAH, Politics, History
Dalhousie University 2010 - Present
Dalhousie University 2003 - Present
The Caldwell Partners 2000 - 2003
National Bank Financial 1996 - 2000
CIBC Wood Gundy 1993 - 1996
Skills
Collaborative Working, Business Intelligence, Knowledge Management, Collaboration, Marketing Research, Qualitative Research, University Teaching, Group Work, Information Retrieval, Information Seeking, Information Management, Information Policy, Special Libraries, Change Management, Social Media, Interdisciplinary..., Collaborative..., Library, Information Literacy, collab, Research, Higher Education
Education
Dalhousie University 2006 — 2014
PhD, Interdisciplinary
University of Toronto 1993 — 1996
MLS, Information Management
Queen's University 1984 — 1988
BAH, Politics, History
Ken Broaderip Ken Broaderip's CIBC Wood Gundy Experience 2004 - 2008
Job Performance Coach & Canadian Representative at The Oechsli Institute. Founder Mastery Consulting
Industry Professional Training & Coaching
Experience
The Oechsli Institute January 2012 - Present
Mastery Consulting 2009 - Present
Scotia McLeod 2009 - 2012
CIBC Wood Gundy 2004 - 2008
BMO Nesbitt Burns 1986 - 2004
Skills
Team Building, Strategic Planning, Business Strategy, Team Leadership, Coaching, Training Delivery, Developing Training..., Financial Advisory, Entrepreneurship, Wealth Management, Performance Management, Management, Public Speaking, Training, Marketing, CRM, Leadership, Project Management, Business Development, Consulting, Management Consulting, Investments, Program Management, Risk Management, Financial Services, Retirement, Strategy, Business Planning, Executive Coaching, Securities
Education
McGill University
B. A., Economics
Queen's University
B, Ed., Secondary School Certificate, Economics & Geography
St. Francis Xavier University
Adult Educaton Certificate, Adult and Continuing Education and Teaching
The Oechsli Institute January 2012 - Present
Mastery Consulting 2009 - Present
Scotia McLeod 2009 - 2012
CIBC Wood Gundy 2004 - 2008
BMO Nesbitt Burns 1986 - 2004
Skills
Team Building, Strategic Planning, Business Strategy, Team Leadership, Coaching, Training Delivery, Developing Training..., Financial Advisory, Entrepreneurship, Wealth Management, Performance Management, Management, Public Speaking, Training, Marketing, CRM, Leadership, Project Management, Business Development, Consulting, Management Consulting, Investments, Program Management, Risk Management, Financial Services, Retirement, Strategy, Business Planning, Executive Coaching, Securities
Education
McGill University
B. A., Economics
Queen's University
B, Ed., Secondary School Certificate, Economics & Geography
St. Francis Xavier University
Adult Educaton Certificate, Adult and Continuing Education and Teaching
Mathilda Keys Mathilda Keys's CIBC Wood Gundy Experience January 1999 - August 2006
Job Human Resource Assistant @ Samaritan's Purse
Industry Nonprofit Organization Management
Experience
Samaritan's Purse Canada October 2013 - Present
McNeil Group Inc September 2011 - November 2012
New Life Community Church 2008 - 2011
Mawer Investment Management 2007 - 2008
BMO Nesbitt Burns 2006 - 2007
CIBC Wood Gundy January 1999 - August 2006
Skills
Public Speaking, Organizational Change, Ethics
Education
Mount Royal University 2009 — 2011
Degree, Human Resource Management
Grant Macewan College 1999 — 2001
Degree, Public Relations
Samaritan's Purse Canada October 2013 - Present
McNeil Group Inc September 2011 - November 2012
New Life Community Church 2008 - 2011
Mawer Investment Management 2007 - 2008
BMO Nesbitt Burns 2006 - 2007
CIBC Wood Gundy January 1999 - August 2006
Skills
Public Speaking, Organizational Change, Ethics
Education
Mount Royal University 2009 — 2011
Degree, Human Resource Management
Grant Macewan College 1999 — 2001
Degree, Public Relations
Julian Zottola Julian Zottola's CIBC Wood Gundy Experience June 2010 - September 2010
Job Senior Analyst at Altus Group
Industry Real Estate
Experience
Altus Group January 2015 - Present
MCAP December 2013 - December 2014
Raymond & Heller 2006 - 2013
Remax 2011 - 2012
CIBC Wood Gundy June 2010 - September 2010
Skills
Property Management, Multi Family Properties, Commercial Real Estate, Financial Analysis, Financial Modeling, Financial Accounting, Equity Derivatives, Stock Trading, Argus Modeling, JDE Enterprise One, Technical Analysis, Value Investing, Macroeconomics, C++, Bloomberg, Fixed Income, Microsoft Excel, Equities, Mutual Funds
Education
The University of British Columbia
Post-Graduate Certificate in Real Property Valuation (PGVC)
Concordia University
Bachelor of Business Administration (B.B.A.), Minor: Finance
Altus Group January 2015 - Present
MCAP December 2013 - December 2014
Raymond & Heller 2006 - 2013
Remax 2011 - 2012
CIBC Wood Gundy June 2010 - September 2010
Skills
Property Management, Multi Family Properties, Commercial Real Estate, Financial Analysis, Financial Modeling, Financial Accounting, Equity Derivatives, Stock Trading, Argus Modeling, JDE Enterprise One, Technical Analysis, Value Investing, Macroeconomics, C++, Bloomberg, Fixed Income, Microsoft Excel, Equities, Mutual Funds
Education
The University of British Columbia
Post-Graduate Certificate in Real Property Valuation (PGVC)
Concordia University
Bachelor of Business Administration (B.B.A.), Minor: Finance
Borhan Ahmed Borhan Ahmed's CIBC Wood Gundy Experience October 2012 - January 2013
Job Manager at SME Pizza Hut Ontario Limited
Industry Banking
Experience
SME Pizza Hut Ontario Limited January 2014 - Present
World Financial Group January 2013 - December 2013
Humber College May 2012 - April 2013
CIBC Wood Gundy October 2012 - January 2013
The Lungla (Sylhet) Tea Company Ltd. (Incorporated in UK and an Associate of Lawrie Group plc UK) May 2005 - April 2011
The Lungla ( Sylhet ) Tea Company Limited January 1993 - April 2005
Skills
Windows, Microsoft Word, English, Research, Teamwork, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Time Management, Event Planning, Marketing, Analysis, Data Analysis, Team Leadership, Social Media
Education
Humber College 2011 — 2013
Honours Graduate, Business Management-Financial Services, 86%
Bangladesh Institute of Management 1997 — 1999
Post Graduate Diploma, Management
University of Dhaka, Bangladesh 1984 — 1992
BSS(Honours) MSS, Economics
SME Pizza Hut Ontario Limited January 2014 - Present
World Financial Group January 2013 - December 2013
Humber College May 2012 - April 2013
CIBC Wood Gundy October 2012 - January 2013
The Lungla (Sylhet) Tea Company Ltd. (Incorporated in UK and an Associate of Lawrie Group plc UK) May 2005 - April 2011
The Lungla ( Sylhet ) Tea Company Limited January 1993 - April 2005
Skills
Windows, Microsoft Word, English, Research, Teamwork, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Time Management, Event Planning, Marketing, Analysis, Data Analysis, Team Leadership, Social Media
Education
Humber College 2011 — 2013
Honours Graduate, Business Management-Financial Services, 86%
Bangladesh Institute of Management 1997 — 1999
Post Graduate Diploma, Management
University of Dhaka, Bangladesh 1984 — 1992
BSS(Honours) MSS, Economics
Matthieu Piotte, CFA Matthieu Piotte, CFA's CIBC Wood Gundy Experience November 2012 - Present
Job Investment Advisor, CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy November 2012 - Present
CIBC World Markets December 2009 - October 2012
CIBC World Markets August 2006 - December 2009
Skills
Equities, Fixed Income, Investments, Structured Finance, Retirement, Currency, Insurance, Wealth, High Net Worth..., Capital Markets, Derivatives, Portfolio Management, Bloomberg, Asset Management, Securities, Bonds, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Structured Products, Investment Strategies, Wealth Management..., Finance, Strategic Financial..., ETFs, Asset Allocation, Options, Investment Advisory, Financial Markets, Investment Management
Education
HEC Montréal 2002 — 2005
BAA, Finance
Collège Jean-de-Brébeuf
Collège Notre-Dame
CIBC Wood Gundy November 2012 - Present
CIBC World Markets December 2009 - October 2012
CIBC World Markets August 2006 - December 2009
Skills
Equities, Fixed Income, Investments, Structured Finance, Retirement, Currency, Insurance, Wealth, High Net Worth..., Capital Markets, Derivatives, Portfolio Management, Bloomberg, Asset Management, Securities, Bonds, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Structured Products, Investment Strategies, Wealth Management..., Finance, Strategic Financial..., ETFs, Asset Allocation, Options, Investment Advisory, Financial Markets, Investment Management
Education
HEC Montréal 2002 — 2005
BAA, Finance
Collège Jean-de-Brébeuf
Collège Notre-Dame
Eric Sorrentino's CIBC Wood Gundy Experience March 2014 - Present
Job CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy March 2014 - Present
P&G Pharmaceuticals January 2008 - January 2014
Schering April 2005 - January 2008
RBC Wealth Management April 2001 - April 2005
RBC October 1996 - September 1998
Skills
Sales Operations, Marketing Strategy, Management, Investments, Business Development, Strategic Planning, Marketing, Sales Presentations, Forecasting, Research, Sales Management, E-commerce, Marketing Management, Selling Skills, Medical Education, Budgets, Strategic Financial..., Portfolio Management, Microsoft Office, Social Media, Wealth Management, Board of Director..., Sales Force Alignment, Financial Forecasting, Revenue Forecasting, Equities, Market Analysis, Building Relationships, Certified Financial..., Not-for-profit..., Retail Banking, Iso 9000, Quality Certification, Investment Advisory..., Canadian Securities..., Stocks, Bonds, Fixed Income, Wrap Accounts, Personal Financial..., Business Planning, Strategy, Cold Calling, Relationship Management, Derivatives, Options, Insurance, Financial Planning, Relationship Building
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
The University of Western Ontario 1990 — 1994
Honours Bachelor of Arts, Psychology
CIBC Wood Gundy March 2014 - Present
P&G Pharmaceuticals January 2008 - January 2014
Schering April 2005 - January 2008
RBC Wealth Management April 2001 - April 2005
RBC October 1996 - September 1998
Skills
Sales Operations, Marketing Strategy, Management, Investments, Business Development, Strategic Planning, Marketing, Sales Presentations, Forecasting, Research, Sales Management, E-commerce, Marketing Management, Selling Skills, Medical Education, Budgets, Strategic Financial..., Portfolio Management, Microsoft Office, Social Media, Wealth Management, Board of Director..., Sales Force Alignment, Financial Forecasting, Revenue Forecasting, Equities, Market Analysis, Building Relationships, Certified Financial..., Not-for-profit..., Retail Banking, Iso 9000, Quality Certification, Investment Advisory..., Canadian Securities..., Stocks, Bonds, Fixed Income, Wrap Accounts, Personal Financial..., Business Planning, Strategy, Cold Calling, Relationship Management, Derivatives, Options, Insurance, Financial Planning, Relationship Building
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
The University of Western Ontario 1990 — 1994
Honours Bachelor of Arts, Psychology
Giulia Miuccio's CIBC Wood Gundy Experience August 1999 - September 2007
Job Entrepreneur, Independent Luxury Consultant Paid to wear Exclusives Designer Products
Industry Luxury Goods & Jewelry
Experience
Global Wealth Trade Corp. January 2010 - Present
Financial instutution September 2007 - April 2009
CIBC Wood Gundy August 1999 - September 2007
First Marathon Securities January 1997 - August 1999
Bank of Montreal October 1987 - January 1999
Skills
Luxury, Start-ups, Event Management, Customer Relations, International Business, Team Leadership, English, Event Planning, Team Building, Coaching, Customer Service, Problem Solving, Entrepreneurship, Negotiation, Marketing Communications, Recruiting, Public Relations, Social Media, New Business Development, Budgets, Sales, Training, Teamwork, Investments, Business Development, Social Networking, Marketing, Marketing Strategy, Strategic Planning, Leadership, Inventory Management, Retail, Advertising, Fashion, E-commerce, Market Research, Online Marketing, Customer Satisfaction, Finance, Strategy, Analysis, Management, Account Management, Social Media Marketing, Business Strategy, Sales Management, Team Management, CRM, Employee Training, Business Planning
Education
CDS 2004 — 2006
CSC & CHP code of conduct lisence, Finance
canadian Banker Assoc. 1994 — 1995
Mutual fund lisence, Communication & Creative Arts
Dawson College 1981 — 1983
undergrad, Creative arts and communications
Global Wealth Trade Corp. January 2010 - Present
Financial instutution September 2007 - April 2009
CIBC Wood Gundy August 1999 - September 2007
First Marathon Securities January 1997 - August 1999
Bank of Montreal October 1987 - January 1999
Skills
Luxury, Start-ups, Event Management, Customer Relations, International Business, Team Leadership, English, Event Planning, Team Building, Coaching, Customer Service, Problem Solving, Entrepreneurship, Negotiation, Marketing Communications, Recruiting, Public Relations, Social Media, New Business Development, Budgets, Sales, Training, Teamwork, Investments, Business Development, Social Networking, Marketing, Marketing Strategy, Strategic Planning, Leadership, Inventory Management, Retail, Advertising, Fashion, E-commerce, Market Research, Online Marketing, Customer Satisfaction, Finance, Strategy, Analysis, Management, Account Management, Social Media Marketing, Business Strategy, Sales Management, Team Management, CRM, Employee Training, Business Planning
Education
CDS 2004 — 2006
CSC & CHP code of conduct lisence, Finance
canadian Banker Assoc. 1994 — 1995
Mutual fund lisence, Communication & Creative Arts
Dawson College 1981 — 1983
undergrad, Creative arts and communications
Erin Elituv Erin Elituv's CIBC Wood Gundy Experience November 2011 - February 2012
Job Project Director at Trimera Brands
Industry Apparel & Fashion
Experience
Trimera Brands February 2012 - Present
CIBC Wood Gundy November 2011 - February 2012
HSBC Securities June 2009 - November 2011
Education
McGill University 2007 — 2010
Bachelor of Commerce, Finance and Entrepreneurship
Marianopolis College 2005 — 2007
DEC, Commerce
Trimera Brands February 2012 - Present
CIBC Wood Gundy November 2011 - February 2012
HSBC Securities June 2009 - November 2011
Education
McGill University 2007 — 2010
Bachelor of Commerce, Finance and Entrepreneurship
Marianopolis College 2005 — 2007
DEC, Commerce
Sandra Coffey's CIBC Wood Gundy Experience 1989 - 1990
Job Consultant specializing in Strategic Intelligence for Business Leaders
Industry Management Consulting
Experience
StratPerspective October 2009 - Present
Villa Maria August 2010 - September 2013
Concordia University - John Molson School of Business August 2010 - September 2013
Intelerad Medical Systems May 2008 - October 2009
Inno-centre 2007 - 2008
Ceridian Canada June 2004 - June 2007
Transcontinental Printing 2000 - 2003
MediSolution 1994 - 1999
SECOR 1990 - 1994
CIBC Wood Gundy 1989 - 1990
Skills
Strategic Planning, Market Planning, Management Consulting, Business Strategy, Business Planning, Marketing Strategy, Strategy Development, Entrepreneurship, General Awesomeness, Leadership, Management, Teaching, Strategy, Marketing, Consulting, Analysis, Business Development, Change Management, Project Management
Education
Ivey Business School at Western University 1987 — 1989
MBA
Université de Montréal 1979 — 1982
LLB
StratPerspective October 2009 - Present
Villa Maria August 2010 - September 2013
Concordia University - John Molson School of Business August 2010 - September 2013
Intelerad Medical Systems May 2008 - October 2009
Inno-centre 2007 - 2008
Ceridian Canada June 2004 - June 2007
Transcontinental Printing 2000 - 2003
MediSolution 1994 - 1999
SECOR 1990 - 1994
CIBC Wood Gundy 1989 - 1990
Skills
Strategic Planning, Market Planning, Management Consulting, Business Strategy, Business Planning, Marketing Strategy, Strategy Development, Entrepreneurship, General Awesomeness, Leadership, Management, Teaching, Strategy, Marketing, Consulting, Analysis, Business Development, Change Management, Project Management
Education
Ivey Business School at Western University 1987 — 1989
MBA
Université de Montréal 1979 — 1982
LLB
Igor Juric Igor Juric's CIBC Wood Gundy Experience January 2007 - March 2013
Job PFP @ You'reRich Consulting
Industry Financial Services
Experience
You'reRich Enterprises October 2014 - Present
Investors Group November 2013 - October 2014
ScotiaMcLeod March 2013 - August 2013
CIBC Wood Gundy January 2007 - March 2013
CIBC World Markets January 2006 - January 2007
Skills
Closing Deals, Market Analysis, Portfolio Management, Portfolio Optimization, Risk Mitigation, Selling, Profit Maximization, Mutual Funds, Equities, Financial Planning, Financial Modeling, Strategic Financial..., Leadership, Funding, Financial Analysis, Financial Advisory, Business Strategy
Education
University of Toronto at Scarborough 2010 — 2011
International/Global Studies
George Brown College 2001 — 2004
You'reRich Enterprises October 2014 - Present
Investors Group November 2013 - October 2014
ScotiaMcLeod March 2013 - August 2013
CIBC Wood Gundy January 2007 - March 2013
CIBC World Markets January 2006 - January 2007
Skills
Closing Deals, Market Analysis, Portfolio Management, Portfolio Optimization, Risk Mitigation, Selling, Profit Maximization, Mutual Funds, Equities, Financial Planning, Financial Modeling, Strategic Financial..., Leadership, Funding, Financial Analysis, Financial Advisory, Business Strategy
Education
University of Toronto at Scarborough 2010 — 2011
International/Global Studies
George Brown College 2001 — 2004
Fraser Brothers Fraser Brothers's CIBC Wood Gundy Experience April 1994 - February 2003
Job Vice President & Investment Advisor at TD Wealth PIA
Industry Financial Services
Experience
TD Wealth Private Investment Advice February 2003 - Present
CIBC Wood Gundy April 1994 - February 2003
Skills
Portfolio Management, Wealth Management, Investments, Wealth Management..., Investment Advisory, Equities, Financial Risk, Fixed Income, Estate Planning, Banking, Private Banking, Mutual Funds, Capital Markets, Asset Managment
Education
University of Calgary 1988 — 1991
Bachelor of Arts, Economics
Huron University College 1987 — 1988
BA, Economics
TD Wealth Private Investment Advice February 2003 - Present
CIBC Wood Gundy April 1994 - February 2003
Skills
Portfolio Management, Wealth Management, Investments, Wealth Management..., Investment Advisory, Equities, Financial Risk, Fixed Income, Estate Planning, Banking, Private Banking, Mutual Funds, Capital Markets, Asset Managment
Education
University of Calgary 1988 — 1991
Bachelor of Arts, Economics
Huron University College 1987 — 1988
BA, Economics
Dennis Graves Dennis Graves's CIBC Wood Gundy Experience October 2012 - Present
Job B.Comm.,CIM, IA at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy October 2012 - Present
DunndeeWealth - DWM Securities Inc May 2003 - October 2012
Harvest Financial Inc January 1997 - May 2003
Investors Group Financial Services Inc. September 1986 - January 1997
Education
Dalhousie University 1980 — 1984
B.Comm, finance/economics
CIBC Wood Gundy October 2012 - Present
DunndeeWealth - DWM Securities Inc May 2003 - October 2012
Harvest Financial Inc January 1997 - May 2003
Investors Group Financial Services Inc. September 1986 - January 1997
Education
Dalhousie University 1980 — 1984
B.Comm, finance/economics
Vanessa Jubis Vanessa Jubis's CIBC Wood Gundy Experience January 2007 - May 2007
Job Social/Content Marketing Strategist at VERB Interactive
Industry Marketing and Advertising
Experience
VERB Interactive March 2013 - Present
PartSelect.com (Eldis Group) November 2011 - March 2013
Ascenta Health June 2009 - December 2010
Eastern Turf June 2008 - September 2008
Entrepreneurs with Disabilities Network September 2007 - January 2008
CIBC Wood Gundy January 2007 - May 2007
Skills
Social Media Marketing, Social Media, Marketing Communications, Digital Marketing, Social Media Measurement, Content Strategy, Marketing Strategy, SEO copywriting, E-commerce SEO, Marketing, Email Marketing, Direct Marketing, Online Advertising, Google Adwords, Campaigns, Event Planning, Project Management, Strategic Planning, Editing, Trade Shows, Advertising, Facebook, Blogging
Education
Dalhousie University 2005 — 2009
B.Comm, Maketing Management
Rouen Business School 2008 — 2008
VERB Interactive March 2013 - Present
PartSelect.com (Eldis Group) November 2011 - March 2013
Ascenta Health June 2009 - December 2010
Eastern Turf June 2008 - September 2008
Entrepreneurs with Disabilities Network September 2007 - January 2008
CIBC Wood Gundy January 2007 - May 2007
Skills
Social Media Marketing, Social Media, Marketing Communications, Digital Marketing, Social Media Measurement, Content Strategy, Marketing Strategy, SEO copywriting, E-commerce SEO, Marketing, Email Marketing, Direct Marketing, Online Advertising, Google Adwords, Campaigns, Event Planning, Project Management, Strategic Planning, Editing, Trade Shows, Advertising, Facebook, Blogging
Education
Dalhousie University 2005 — 2009
B.Comm, Maketing Management
Rouen Business School 2008 — 2008
Stanislav Konstantinov's CIBC Wood Gundy Experience April 2011 - June 2011
Job Financial Planning postgraduate student at Humber College
Industry Financial Services
Experience
CIBC Wood Gundy April 2011 - June 2011
ANG World Capital LLC June 2008 - May 2009
Education
Humber College 2010 — 2011
Financial Planning
Saint-Petersburg State University of Economics and Finance 2005 — 2010
Ba, Finance and Credit
CIBC Wood Gundy April 2011 - June 2011
ANG World Capital LLC June 2008 - May 2009
Education
Humber College 2010 — 2011
Financial Planning
Saint-Petersburg State University of Economics and Finance 2005 — 2010
Ba, Finance and Credit
Scott Delgaty, MBA, CFP, CIMA Scott Delgaty, MBA, CFP, CIMA's CIBC Wood Gundy Experience December 2001 - Present
Job Vice President Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy December 2001 - Present
Merrill Lynch Canada Inc. August 1998 - December 2001
Midland Walwyn Capital Inc. June 1990 - August 1998
Midland Doherty Ltd. September 1983 - June 1990
Skills
Wealth Management, Strategic Financial..., Estate Planning, Retirement, Financial Services, Investment Advisory, Mutual Funds, Investment Management, Securities, Investment Strategies, Retirement Planning, Portfolio Management, Asset Managment, Fixed Income, Investments, Equities, Asset Allocation, ETFs, Trading, Capital Markets, Options, Derivatives, Alternative Investments, Wealth Management..., Finance, Bonds, Asset Management, Financial Planning
Education
Dalhousie University 2008 — 2011
MBA, Fin. Services
Canadian Securities Institute 1983 — 2010
Certified Investment Manager, Wealth Management
University of California, Berkeley, Haas School of Business 2006 — 2006
Portfolio Management
CIBC Wood Gundy December 2001 - Present
Merrill Lynch Canada Inc. August 1998 - December 2001
Midland Walwyn Capital Inc. June 1990 - August 1998
Midland Doherty Ltd. September 1983 - June 1990
Skills
Wealth Management, Strategic Financial..., Estate Planning, Retirement, Financial Services, Investment Advisory, Mutual Funds, Investment Management, Securities, Investment Strategies, Retirement Planning, Portfolio Management, Asset Managment, Fixed Income, Investments, Equities, Asset Allocation, ETFs, Trading, Capital Markets, Options, Derivatives, Alternative Investments, Wealth Management..., Finance, Bonds, Asset Management, Financial Planning
Education
Dalhousie University 2008 — 2011
MBA, Fin. Services
Canadian Securities Institute 1983 — 2010
Certified Investment Manager, Wealth Management
University of California, Berkeley, Haas School of Business 2006 — 2006
Portfolio Management
Sandra L. Urlin BA (Hons)'s CIBC Wood Gundy Experience August 2008 - Present
Job Investment Advisor Assistant
Industry Financial Services
Experience
CIBC Wood Gundy August 2008 - Present
Fanshawe College 2000 - 2011
News Marketing Canada February 2007 - February 2008
Skills
Marketing Communications, Administration, Client Services, Investor Relations, Tax Preparation, Financial Reporting, Organizational..., New Business Development, Training & Development, Online Marketing, Event Planning, Customer Relations
Education
King's University College 2002 — 2006
Honours, Sociology
Canadian Securities Institute
CSC & CPH
CIBC Wood Gundy August 2008 - Present
Fanshawe College 2000 - 2011
News Marketing Canada February 2007 - February 2008
Skills
Marketing Communications, Administration, Client Services, Investor Relations, Tax Preparation, Financial Reporting, Organizational..., New Business Development, Training & Development, Online Marketing, Event Planning, Customer Relations
Education
King's University College 2002 — 2006
Honours, Sociology
Canadian Securities Institute
CSC & CPH
Lisa Conrad Lisa Conrad's CIBC Wood Gundy Experience October 2002 - March 2008
Job Director, Client Service at Artemis Investment Management
Industry Financial Services
Experience
Artemis Investment Management January 2010 - Present
CIBC World Markets March 2008 - December 2009
CIBC Wood Gundy October 2002 - March 2008
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Investments, Mutual Funds, Capital Markets, Fixed Income, Portfolio Management, Securities, Wealth Management, Asset Allocation, Investment Strategies, Private Equity, Personal Financial...
Education
Dalhousie University
Bachelor of Commerce
Park View Educational Center
Artemis Investment Management January 2010 - Present
CIBC World Markets March 2008 - December 2009
CIBC Wood Gundy October 2002 - March 2008
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Investments, Mutual Funds, Capital Markets, Fixed Income, Portfolio Management, Securities, Wealth Management, Asset Allocation, Investment Strategies, Private Equity, Personal Financial...
Education
Dalhousie University
Bachelor of Commerce
Park View Educational Center
Peggy Hilliard, PMP Peggy Hilliard, PMP's CIBC Wood Gundy Experience 1989 - 1996
Job On Hiatus or maybe SemiRetired
Industry Information Technology and Services
Experience
RBC Royal Bank August 2010 - October 2014
RBC February 2010 - August 2010
RBC Royal Bank January 2009 - February 2010
RBC Royal Bank August 2006 - December 2008
TD December 2005 - April 2006
CIBC January 2005 - November 2005
CIBC April 2004 - January 2005
Sheridan College January 2002 - April 2004
CIBC Wood Gundy 1989 - 1996
E.P. Hilliard Consultants 1985 - 1993
Skills
SDLC, PMO, PMP, Project Portfolio..., Business Analysis, Program Management, Requirements Analysis, Vendor Management, Software Project..., Banking, Project Delivery, Risk Management, Requirements Gathering, IT Strategy, Project Management, Software Development, Analysis, Business Intelligence, CRM, Agile Methodologies, Data Warehousing, Integration, Project Planning, Oracle, Management, Testing, Systems Analysis, Enterprise Software, Business Process, Business Requirements, SOA, Team Management, Business Process..., Visio, Governance, Enterprise Architecture, IT Management, Resource Management, Agile Project Management, Solution Architecture, MS Project, SharePoint, ITIL, Business Transformation, Analytics, User Acceptance Testing, ETL, Outsourcing, Business Process Design
Education
PMP Boot Camp 2008 — 2008
Project Management
Oracle University 2000 — 2001
Oracle 9i DBA Certification
Sheridan College 2000 — 2001
Post Graduate, Enterprise Database Management
Humber College 1972 — 1974
Diploma, Computer Programming
Berteig Consulting Agile Training
SCRUM and Agile Project Management Certification
RBC Royal Bank August 2010 - October 2014
RBC February 2010 - August 2010
RBC Royal Bank January 2009 - February 2010
RBC Royal Bank August 2006 - December 2008
TD December 2005 - April 2006
CIBC January 2005 - November 2005
CIBC April 2004 - January 2005
Sheridan College January 2002 - April 2004
CIBC Wood Gundy 1989 - 1996
E.P. Hilliard Consultants 1985 - 1993
Skills
SDLC, PMO, PMP, Project Portfolio..., Business Analysis, Program Management, Requirements Analysis, Vendor Management, Software Project..., Banking, Project Delivery, Risk Management, Requirements Gathering, IT Strategy, Project Management, Software Development, Analysis, Business Intelligence, CRM, Agile Methodologies, Data Warehousing, Integration, Project Planning, Oracle, Management, Testing, Systems Analysis, Enterprise Software, Business Process, Business Requirements, SOA, Team Management, Business Process..., Visio, Governance, Enterprise Architecture, IT Management, Resource Management, Agile Project Management, Solution Architecture, MS Project, SharePoint, ITIL, Business Transformation, Analytics, User Acceptance Testing, ETL, Outsourcing, Business Process Design
Education
PMP Boot Camp 2008 — 2008
Project Management
Oracle University 2000 — 2001
Oracle 9i DBA Certification
Sheridan College 2000 — 2001
Post Graduate, Enterprise Database Management
Humber College 1972 — 1974
Diploma, Computer Programming
Berteig Consulting Agile Training
SCRUM and Agile Project Management Certification
David MacGillivray David MacGillivray's CIBC Wood Gundy Experience July 2013 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
The Halifax Club November 2013 - Present
CIBC Wood Gundy July 2013 - Present
BMO Nesbitt Burns 2008 - 2013
AstraZeneca May 2004 - June 2008
Sanofi-Synthelabo August 2001 - August 2004
Pfizer 2000 - 2001
Parke Davis Pharmaceuticals- Warner Lambert 1998 - 2001
Warner Lambert-Parke Davis 1997 - 2000
Skills
Financial Planning, Retirement Planning, Estate Planning, Tax Strategies, Investments, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Planning, CRM, Disability Insurance, Employee Benefits, Equities, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investment Management, Leadership, Management, Marketing, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Pensions, Recruiting, Relationship Management, Retirement, Risk Management, Securities, Small Business, Strategic Planning, Tax, Wealth Management, Project Management, Sales, Strategic Financial..., Wealth
Education
Dalhousie University 1995 — 1997
MBA
St. Francis Xavier University 1986 — 1995
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
The Halifax Club November 2013 - Present
CIBC Wood Gundy July 2013 - Present
BMO Nesbitt Burns 2008 - 2013
AstraZeneca May 2004 - June 2008
Sanofi-Synthelabo August 2001 - August 2004
Pfizer 2000 - 2001
Parke Davis Pharmaceuticals- Warner Lambert 1998 - 2001
Warner Lambert-Parke Davis 1997 - 2000
Skills
Financial Planning, Retirement Planning, Estate Planning, Tax Strategies, Investments, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Planning, CRM, Disability Insurance, Employee Benefits, Equities, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investment Management, Leadership, Management, Marketing, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Pensions, Recruiting, Relationship Management, Retirement, Risk Management, Securities, Small Business, Strategic Planning, Tax, Wealth Management, Project Management, Sales, Strategic Financial..., Wealth
Education
Dalhousie University 1995 — 1997
MBA
St. Francis Xavier University 1986 — 1995
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Eric Simard Eric Simard's CIBC Wood Gundy Experience January 2002 - December 2004
Job Coowner FINXO Valeurs mobilières
Industry Financial Services
Experience
FIN-XO Valeurs mobilières June 2010 - Present
Demers Valeurs mobilières December 2004 - June 2010
CIBC Wood Gundy January 2002 - December 2004
Merrill Lynch October 1998 - December 2001
RBC Dominion Securities February 1995 - September 1998
Ketchum Canada 1991 - 1994
Education
Université du Québec à Montréal 1982 — 1985
Bacc., Business Administration
Canadian Securities Institute
HEC Montréal
FIN-XO Valeurs mobilières June 2010 - Present
Demers Valeurs mobilières December 2004 - June 2010
CIBC Wood Gundy January 2002 - December 2004
Merrill Lynch October 1998 - December 2001
RBC Dominion Securities February 1995 - September 1998
Ketchum Canada 1991 - 1994
Education
Université du Québec à Montréal 1982 — 1985
Bacc., Business Administration
Canadian Securities Institute
HEC Montréal
Bogdan Gheorghiu Bogdan Gheorghiu's CIBC Wood Gundy Experience February 2003 - May 2009
Job Investment and Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2010 - Present
CIBC Wood Gundy February 2003 - May 2009
Skills
Mutual Funds, Strategic Financial..., Bonds, Portfolio Management, Investments, Investment Strategies, Retirement, Banking, Financial Services
Education
IQPF 2010 — 2011
Pl. Fin, Financial Planning
HEC Montréal 1996 — 2000
BAA, Finance
RBC Wealth Management June 2010 - Present
CIBC Wood Gundy February 2003 - May 2009
Skills
Mutual Funds, Strategic Financial..., Bonds, Portfolio Management, Investments, Investment Strategies, Retirement, Banking, Financial Services
Education
IQPF 2010 — 2011
Pl. Fin, Financial Planning
HEC Montréal 1996 — 2000
BAA, Finance
Kyle Pedvis Kyle Pedvis's CIBC Wood Gundy Experience Legal InternCharness, Charness & CharnessSeptember 2013 - June 2014
Job Administrative Assistant at CIBC Wood Gundy
Industry Legal Services
Experience
CIBC Wood Gundy Legal InternCharness, Charness & CharnessSeptember 2013 - June 2014
Mon Entrepot May 2011 - September 2013
Kloda Focus Group June 2009 - August 2009
Football Tech Day Camp June 2008 - July 2008
Skills
Advertising, Customer Satisfaction, Teamwork, Team Building, Sales, Negotiation, Contract Negotiation, Management, Team Leadership, Strategy, Customer Service, Marketing, Microsoft Office, Public Speaking, Leadership, Social Media, Marketing Strategy, Microsoft Excel, Research
Education
Canadian Securities Institute 2015 — 2015
Canadian Securities Course Certificate
McGill University 2010 — 2013
Bachelor of Arts (B.A.), Major: Labor and Industrial Relations, Minor: Management
Marianopolis College 2008 — 2010
Diploma of Collegial Studies, Commerce
Lower Canada College 2003 — 2008
CIBC Wood Gundy Legal InternCharness, Charness & CharnessSeptember 2013 - June 2014
Mon Entrepot May 2011 - September 2013
Kloda Focus Group June 2009 - August 2009
Football Tech Day Camp June 2008 - July 2008
Skills
Advertising, Customer Satisfaction, Teamwork, Team Building, Sales, Negotiation, Contract Negotiation, Management, Team Leadership, Strategy, Customer Service, Marketing, Microsoft Office, Public Speaking, Leadership, Social Media, Marketing Strategy, Microsoft Excel, Research
Education
Canadian Securities Institute 2015 — 2015
Canadian Securities Course Certificate
McGill University 2010 — 2013
Bachelor of Arts (B.A.), Major: Labor and Industrial Relations, Minor: Management
Marianopolis College 2008 — 2010
Diploma of Collegial Studies, Commerce
Lower Canada College 2003 — 2008
Todd Owen's CIBC Wood Gundy Experience September 1994 - June 1997
Job Chief Executive Officer at Windsor Strategy Solutions
Industry Insurance
Experience
Windsor Strategy Partners, LLC April 2014 - Present
Citi Investment Management July 2010 - February 2014
Citi Private Bank August 2003 - June 2010
Citi Private Bank December 1999 - July 2003
CIBC Wood Gundy September 1994 - June 1997
Skills
Capital Markets, Equities, Derivatives, Alternative Investments, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Hedging, Portfolio Management, Investments, Structured Finance, Market Risk, ABS, Trading, Financial Markets, FX Options, Risk Management, FX trading, Structured Products, Credit, Finance, Asset Management, Foreign Exchange, Options
Education
The University of Western Ontario - Richard Ivey School of Business 1997 — 1999
Master of Business Administration, Finance
University of Manitoba 1986 — 1989
B.Sc, Math & Physics
Windsor Strategy Partners, LLC April 2014 - Present
Citi Investment Management July 2010 - February 2014
Citi Private Bank August 2003 - June 2010
Citi Private Bank December 1999 - July 2003
CIBC Wood Gundy September 1994 - June 1997
Skills
Capital Markets, Equities, Derivatives, Alternative Investments, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Hedging, Portfolio Management, Investments, Structured Finance, Market Risk, ABS, Trading, Financial Markets, FX Options, Risk Management, FX trading, Structured Products, Credit, Finance, Asset Management, Foreign Exchange, Options
Education
The University of Western Ontario - Richard Ivey School of Business 1997 — 1999
Master of Business Administration, Finance
University of Manitoba 1986 — 1989
B.Sc, Math & Physics
Marko Bejatovic's CIBC Wood Gundy Experience November 2011 - April 2012
Job Thought Leadership & Product Development at Greystone | CFA Level II Candidate
Industry Financial Services
Experience
Acasta Capital September 2014 - November 2014
Brookfield Renewable Energy Group May 2013 - August 2013
Nexen Inc. May 2012 - August 2012
CIBC Wood Gundy November 2011 - April 2012
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Teamwork, Corporate Finance, Financial Accounting
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
HBA
York University - Schulich School of Business 2010 — 2012
BBA
Earl Haig SS
Western University
Acasta Capital September 2014 - November 2014
Brookfield Renewable Energy Group May 2013 - August 2013
Nexen Inc. May 2012 - August 2012
CIBC Wood Gundy November 2011 - April 2012
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Teamwork, Corporate Finance, Financial Accounting
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
HBA
York University - Schulich School of Business 2010 — 2012
BBA
Earl Haig SS
Western University
Mark Stuckless Mark Stuckless's CIBC Wood Gundy Experience June 2000 - January 2004
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS April 2013 - Present
UBS Wealth Management April 2008 - March 2013
Bermuda Investment Advisory Services Ltd. January 2004 - February 2008
CIBC Wood Gundy June 2000 - January 2004
Education
CFA Institute 2004 — 2007
Memorial University of Newfoundland 1998 — 2000
MBA, Finance
Dalhousie University 1994 — 1998
BA, Economics
Athol Murray College of Notre Dame 1993 — 1994
UBS April 2013 - Present
UBS Wealth Management April 2008 - March 2013
Bermuda Investment Advisory Services Ltd. January 2004 - February 2008
CIBC Wood Gundy June 2000 - January 2004
Education
CFA Institute 2004 — 2007
Memorial University of Newfoundland 1998 — 2000
MBA, Finance
Dalhousie University 1994 — 1998
BA, Economics
Athol Murray College of Notre Dame 1993 — 1994
Peter Guidote,CFP,CPA,CA,CIMA,FCSI,CIM,AIFP Peter Guidote,CFP,CPA,CA,CIMA,FCSI,CIM,AIFP's CIBC Wood Gundy Experience December 1994 - November 2004
Job Director, Wealth Management, Portfolio Manager at RGMP
Industry Investment Management
Experience
RichardsonGMP 2011 - Present
Richardson Partners Financial Limited November 2004 - January 2011
CIBC Wood Gundy December 1994 - November 2004
Price Waterhouse Coopers September 1992 - November 1994
Skills
Investments, Retirement, Wealth Management, Retirement Planning, Wealth, Certified Financial..., Fiduciary, Portfolio Management, Investment Strategies, Alternative Investments, Pensions, Personal Finance, Mutual Funds, Investment Advisory, Asset Allocation, Finance, Chartered Accountant, Accredited Investment..., Asset Management, Equities, Financial Planning, Securities
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Management
McGill University
CA, Accounting
Concordia University
BComm, Finance
RichardsonGMP 2011 - Present
Richardson Partners Financial Limited November 2004 - January 2011
CIBC Wood Gundy December 1994 - November 2004
Price Waterhouse Coopers September 1992 - November 1994
Skills
Investments, Retirement, Wealth Management, Retirement Planning, Wealth, Certified Financial..., Fiduciary, Portfolio Management, Investment Strategies, Alternative Investments, Pensions, Personal Finance, Mutual Funds, Investment Advisory, Asset Allocation, Finance, Chartered Accountant, Accredited Investment..., Asset Management, Equities, Financial Planning, Securities
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Management
McGill University
CA, Accounting
Concordia University
BComm, Finance
Alain Daaboul Alain Daaboul's CIBC Wood Gundy Experience January 2003 - December 2004
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities April 2012 - Present
Richardson GMP Limited December 2004 - April 2012
CIBC Wood Gundy January 2003 - December 2004
TD Asset Management July 2002 - January 2003
Skills
Portfolio Management, Equities, Investment Strategies, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Financial Analysis, Investments, Investment Management, Finance, Securities
Education
HEC Montreal 1999 — 2002
Collège Stanislas
French Baccalaureate
RBC Dominion Securities April 2012 - Present
Richardson GMP Limited December 2004 - April 2012
CIBC Wood Gundy January 2003 - December 2004
TD Asset Management July 2002 - January 2003
Skills
Portfolio Management, Equities, Investment Strategies, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Financial Analysis, Investments, Investment Management, Finance, Securities
Education
HEC Montreal 1999 — 2002
Collège Stanislas
French Baccalaureate
Kelly Roberts's CIBC Wood Gundy Experience June 2001 - February 2005
Job Senior VicePresident/Portfolio Manager, Roberts Nash Advisory Group at National Bank Financial
Industry Financial Services
Experience
National Bank Financial Wealth Management November 2011 - Present
London Health Sciences Foundation 2010 - Present
Wellington West February 2005 - November 2011
CIBC Wood Gundy June 2001 - February 2005
Merrill Lynch July 1999 - June 2001
Midland Walwyn January 1998 - June 1999
Midland Doherty 1994 - 1998
Midland Doherty 1987 - 1994
Midland Doherty 1981 - 1987
Midland Doherty 1979 - 1981
Skills
Wealth Management, Entrepreneurship, Investment Strategies, Investment Advisory, Financial Advisory, Asset Management, Asset Allocation, Wealth, Mutual Funds, Alternative Investments, Bonds, Securities, Asset Managment, Wealth Management..., Retirement Planning, Portfolio Management, Investments
Education
Indiana University Bloomington 1972 — 1975
Bachelor of Science in Business, Finance
Nelson High School
National Bank Financial Wealth Management November 2011 - Present
London Health Sciences Foundation 2010 - Present
Wellington West February 2005 - November 2011
CIBC Wood Gundy June 2001 - February 2005
Merrill Lynch July 1999 - June 2001
Midland Walwyn January 1998 - June 1999
Midland Doherty 1994 - 1998
Midland Doherty 1987 - 1994
Midland Doherty 1981 - 1987
Midland Doherty 1979 - 1981
Skills
Wealth Management, Entrepreneurship, Investment Strategies, Investment Advisory, Financial Advisory, Asset Management, Asset Allocation, Wealth, Mutual Funds, Alternative Investments, Bonds, Securities, Asset Managment, Wealth Management..., Retirement Planning, Portfolio Management, Investments
Education
Indiana University Bloomington 1972 — 1975
Bachelor of Science in Business, Finance
Nelson High School
Nancy Bounadere's CIBC Wood Gundy Experience December 2001 - January 2006
Job Associate Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP Limited January 2006 - Present
CIBC Wood Gundy December 2001 - January 2006
Skills
Investment Strategies, Investment Advisory, Investments, Mutual Funds, ETFs, Alternative Investments, Asset Allocation, Retirement Planning, Wealth, Securities, Investment Management, Equities, High Net Worth..., Fixed Income, Wealth Management
Education
Concordia University 1994 — 1997
BA, Actuarial Mathematics
Richardson GMP Limited January 2006 - Present
CIBC Wood Gundy December 2001 - January 2006
Skills
Investment Strategies, Investment Advisory, Investments, Mutual Funds, ETFs, Alternative Investments, Asset Allocation, Retirement Planning, Wealth, Securities, Investment Management, Equities, High Net Worth..., Fixed Income, Wealth Management
Education
Concordia University 1994 — 1997
BA, Actuarial Mathematics
Kristina McCahon Kristina McCahon's CIBC Wood Gundy Experience June 2012 - December 2013
Job Canadian Corporate Access at RBC Capital Markets
Industry Marketing and Advertising
Experience
RBC Capital Markets June 2014 - Present
Humber College June 2010 - May 2015
RBC Capital Markets January 2014 - May 2014
CIBC Wood Gundy June 2012 - December 2013
Scotia Capital September 2011 - June 2012
Corus Entertainment May 2011 - August 2011
Humber College September 2010 - May 2011
CIBC May 2010 - August 2010
Martingrove Collegiate Institute February 2007 - May 2010
CIBC May 2009 - August 2009
Skills
Leadership, Marketing, Team Building, Marketing Communications, Team Leadership, Coaching, Event Planning, Public Relations, Advertising, Time Management, Market Research, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Editing, Management
Education
Humber College 2010 — 2011
Post Graduate Certificate, Marketing Management
Wilfrid Laurier University 2005 — 2010
Honors Bachelor of Arts, Communications
Canadian Securities Institute
Canadian Securities Course
RBC Capital Markets June 2014 - Present
Humber College June 2010 - May 2015
RBC Capital Markets January 2014 - May 2014
CIBC Wood Gundy June 2012 - December 2013
Scotia Capital September 2011 - June 2012
Corus Entertainment May 2011 - August 2011
Humber College September 2010 - May 2011
CIBC May 2010 - August 2010
Martingrove Collegiate Institute February 2007 - May 2010
CIBC May 2009 - August 2009
Skills
Leadership, Marketing, Team Building, Marketing Communications, Team Leadership, Coaching, Event Planning, Public Relations, Advertising, Time Management, Market Research, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Editing, Management
Education
Humber College 2010 — 2011
Post Graduate Certificate, Marketing Management
Wilfrid Laurier University 2005 — 2010
Honors Bachelor of Arts, Communications
Canadian Securities Institute
Canadian Securities Course
Boesch Raylene Boesch Raylene's CIBC Wood Gundy Experience December 2002 - Present
Job Investment Advisor Assistant at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy December 2002 - Present
Merrill Lynch September 1998 - December 2002
TD Evergreen September 1993 - September 1998
Skills
Finance, Wealth Management, Portfolio Management, Investments, Mutual Funds, Equities, Financial Planning, Securities, Fixed Income, Investment Advisory, Asset Management, Asset Allocation
Education
Concordia University College of Alberta 1991 — 1993
Bachelor of Arts (BA), Psychology Sociology
CIBC Wood Gundy December 2002 - Present
Merrill Lynch September 1998 - December 2002
TD Evergreen September 1993 - September 1998
Skills
Finance, Wealth Management, Portfolio Management, Investments, Mutual Funds, Equities, Financial Planning, Securities, Fixed Income, Investment Advisory, Asset Management, Asset Allocation
Education
Concordia University College of Alberta 1991 — 1993
Bachelor of Arts (BA), Psychology Sociology
Yaron Orgil Yaron Orgil's CIBC Wood Gundy Experience June 2002 - March 2004
Job Director, Wealth Manager & Wealth Advisor @ Richardson GMP Limited
Industry Financial Services
Experience
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial Limited 2004 - 2009
CIBC Wood Gundy June 2002 - March 2004
Skills
Wealth Management, Investment Management, Investments, Strategic Financial..., Wealth, Wealth Management..., Financial Services, Investment Strategies, Asset Managment, Mutual Funds, Portfolio Management, Securities, Retirement Planning, Investment Advisory, ETFs, Estate Planning, Asset Allocation, Capital Markets, Equities, Fixed Income, Asset Management, Trading, Wealth Preservation..., Financial Markets, High Net Worth..., Retirement, Equity Research, Financial Risk, Financial Advisory, Alternative Investments, Derivatives, Finance, Private Equity, Hedge Funds, Financial Planners, Options, Bonds, Equity Trading, Separately Managed..., Personal Finance, Investment Banking, Valuation, Canadian Securities..., Financial Planning
Education
Drexel University 1997 — 2002
Bachelor of Science, Finance and Management Information Systems
Drexel University - College of Business and Administration 1997 — 2002
Bachelor of Science (B.Sc.), Finance and Management Information Services
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial Limited 2004 - 2009
CIBC Wood Gundy June 2002 - March 2004
Skills
Wealth Management, Investment Management, Investments, Strategic Financial..., Wealth, Wealth Management..., Financial Services, Investment Strategies, Asset Managment, Mutual Funds, Portfolio Management, Securities, Retirement Planning, Investment Advisory, ETFs, Estate Planning, Asset Allocation, Capital Markets, Equities, Fixed Income, Asset Management, Trading, Wealth Preservation..., Financial Markets, High Net Worth..., Retirement, Equity Research, Financial Risk, Financial Advisory, Alternative Investments, Derivatives, Finance, Private Equity, Hedge Funds, Financial Planners, Options, Bonds, Equity Trading, Separately Managed..., Personal Finance, Investment Banking, Valuation, Canadian Securities..., Financial Planning
Education
Drexel University 1997 — 2002
Bachelor of Science, Finance and Management Information Systems
Drexel University - College of Business and Administration 1997 — 2002
Bachelor of Science (B.Sc.), Finance and Management Information Services
Doug Brock Doug Brock's CIBC Wood Gundy Experience January 1980 - January 2006
Job Investment Committee at FaithLife Financial
Industry Real Estate
Experience
Waterloo Riverview Holdings January 2006 - Present
FaithLife Financial January 2006 - Present
Ontario Arts Council 2003 - 2008
CIBC Wood Gundy January 1980 - January 2006
Education
McGill University 1964 — 1968
Bachelor of Science (B.S.), Science/Psychology, A+
The University of Western Ontario - Richard Ivey School of Business 1959 — 1961
M.B.A, Deans Honour List
McGill University 1954 — 1958
B.Sc., Psychology
Waterloo Riverview Holdings January 2006 - Present
FaithLife Financial January 2006 - Present
Ontario Arts Council 2003 - 2008
CIBC Wood Gundy January 1980 - January 2006
Education
McGill University 1964 — 1968
Bachelor of Science (B.S.), Science/Psychology, A+
The University of Western Ontario - Richard Ivey School of Business 1959 — 1961
M.B.A, Deans Honour List
McGill University 1954 — 1958
B.Sc., Psychology
Andriy Yarymovych Andriy Yarymovych's CIBC Wood Gundy Experience January 2010 - April 2010
Job Project Accountant at Aecon Group Inc.
Industry Construction
Experience
Aecon Group Inc. November 2013 - Present
Aecon (TYSSE - Southern Tunnels) July 2012 - October 2013
Prime Health Care Inc May 2010 - July 2012
•Canada Revenue Agency – Community Volunteer Income Tax Program March 2012 - April 2012
TELUS Walk To Cure Diabetes Fundraiser June 2011 - June 2011
Northridge Long-Term Care February 2004 - August 2010
CIBC Wood Gundy January 2010 - April 2010
Skills
Accounts Payable, Financial Analysis, Accounting, Time Management, Analysis, General Ledger, Financial Reporting, Data Analysis, Invoicing, Financial Accounting, Microsoft Office, Cash Flow, Account Reconciliation, Variance Analysis, Highly Analytical, Organized, Attention To Detail, PowerPoint, Cost Accounting, Budgets, Analytical Skills, QuickBooks, Microsoft Word, Multi task, Team spirited, Excellent Verbal &..., Self-driven, MS Office, Integrity, Professionalism, Russian, Ukrainian, Financial Planning, Customer Relations, Insurance, English, Accounts Receivable, Excel, Teamwork, Tax, Problem Solving, Outlook, Economics, Budgeting, Word, Research, Customer Service, eCMS, Work In Progress..., Microsoft Excel
Education
Certified General Accountants Institute of Ontario 2011 — 2014
Accounting
Humber College 2009 — 2010
Ontario Post-Graduate Certificate, Financial Planning
Wilfrid Laurier University 2005 — 2009
BA, Honours Economics & Accounting
Holy Trinity Catholic High School 2003 — 2005
High School Diploma
Bishop Allen Academy
Aecon Group Inc. November 2013 - Present
Aecon (TYSSE - Southern Tunnels) July 2012 - October 2013
Prime Health Care Inc May 2010 - July 2012
•Canada Revenue Agency – Community Volunteer Income Tax Program March 2012 - April 2012
TELUS Walk To Cure Diabetes Fundraiser June 2011 - June 2011
Northridge Long-Term Care February 2004 - August 2010
CIBC Wood Gundy January 2010 - April 2010
Skills
Accounts Payable, Financial Analysis, Accounting, Time Management, Analysis, General Ledger, Financial Reporting, Data Analysis, Invoicing, Financial Accounting, Microsoft Office, Cash Flow, Account Reconciliation, Variance Analysis, Highly Analytical, Organized, Attention To Detail, PowerPoint, Cost Accounting, Budgets, Analytical Skills, QuickBooks, Microsoft Word, Multi task, Team spirited, Excellent Verbal &..., Self-driven, MS Office, Integrity, Professionalism, Russian, Ukrainian, Financial Planning, Customer Relations, Insurance, English, Accounts Receivable, Excel, Teamwork, Tax, Problem Solving, Outlook, Economics, Budgeting, Word, Research, Customer Service, eCMS, Work In Progress..., Microsoft Excel
Education
Certified General Accountants Institute of Ontario 2011 — 2014
Accounting
Humber College 2009 — 2010
Ontario Post-Graduate Certificate, Financial Planning
Wilfrid Laurier University 2005 — 2009
BA, Honours Economics & Accounting
Holy Trinity Catholic High School 2003 — 2005
High School Diploma
Bishop Allen Academy
Ian Morrison Ian Morrison's CIBC Wood Gundy Experience 1999 - 2012
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Ltd., Raymond James (USA) Ltd. September 2012 - Present
CIBC Wood Gundy 1999 - 2012
Palliser Grain 1998 - 1999
Pioneer Grain 1995 - 1997
James Richardson International 1993 - 1995
Skills
BA Commerce, BA..., US Securities Course..., Insurance Licensed..., Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Financial Advisory, Risk Management, Finance, Securities, Wealth Management, Corporate Finance, Equities, Financial Planning
Education
University of Windsor 1987 — 1989
Bachelor of Commerce (B.Com.)
Lakehead University 1982 — 1987
Bachelor of Science (B.Sc.)
Raymond James Ltd., Raymond James (USA) Ltd. September 2012 - Present
CIBC Wood Gundy 1999 - 2012
Palliser Grain 1998 - 1999
Pioneer Grain 1995 - 1997
James Richardson International 1993 - 1995
Skills
BA Commerce, BA..., US Securities Course..., Insurance Licensed..., Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Financial Advisory, Risk Management, Finance, Securities, Wealth Management, Corporate Finance, Equities, Financial Planning
Education
University of Windsor 1987 — 1989
Bachelor of Commerce (B.Com.)
Lakehead University 1982 — 1987
Bachelor of Science (B.Sc.)
Derrick Otterman Derrick Otterman's CIBC Wood Gundy Experience March 2004 - December 2005
Job Manager Service Operations at NBCN
Industry Financial Services
Experience
NBCN May 2015 - Present
National Bank Financial March 2010 - Present
TD Bank Group January 2006 - July 2009
TD Wealth Management January 2006 - June 2009
CIBC Wood Gundy March 2004 - December 2005
CIBC Wood Gundy April 2002 - March 2004
TD Waterhouse January 2002 - April 2002
Altamira Mutual Funds January 2001 - September 2001
Skills
People Management, Operations Management, Portfolio Management, Banking, Investments, Risk Management, Wealth Management, Financial Services, Management, Equities, Mutual Funds, Relationship Management, Finance
Education
CGA 2009 — 2012
Accounting
Canadian Securities Institute 2001 — 2008
CSC, CPH, DFC, OLC, PFP
Laurentian University/Université Laurentienne 1998 — 2001
NBCN May 2015 - Present
National Bank Financial March 2010 - Present
TD Bank Group January 2006 - July 2009
TD Wealth Management January 2006 - June 2009
CIBC Wood Gundy March 2004 - December 2005
CIBC Wood Gundy April 2002 - March 2004
TD Waterhouse January 2002 - April 2002
Altamira Mutual Funds January 2001 - September 2001
Skills
People Management, Operations Management, Portfolio Management, Banking, Investments, Risk Management, Wealth Management, Financial Services, Management, Equities, Mutual Funds, Relationship Management, Finance
Education
CGA 2009 — 2012
Accounting
Canadian Securities Institute 2001 — 2008
CSC, CPH, DFC, OLC, PFP
Laurentian University/Université Laurentienne 1998 — 2001
Anna-Marie Lyons Anna-Marie Lyons's CIBC Wood Gundy Experience December 2001 - February 2005
Job Financial Planning Consultant
Industry Financial Services
Experience
RBC Wealth Management May 2011 - Present
Wellington West February 2005 - May 2010
Wellington West Capital 2005 - May 2010
CIBC Wood Gundy December 2001 - February 2005
Merrill Lynch Canada Inc June 1998 - December 2001
Midland Walwyn Capital Inc November 1991 - June 1998
Skills
Estate Planning
Education
Ivey Business School at Western University 1989 — 1991
MBA
University of Ottawa 1974 — 1979
BA, French
RBC Wealth Management May 2011 - Present
Wellington West February 2005 - May 2010
Wellington West Capital 2005 - May 2010
CIBC Wood Gundy December 2001 - February 2005
Merrill Lynch Canada Inc June 1998 - December 2001
Midland Walwyn Capital Inc November 1991 - June 1998
Skills
Estate Planning
Education
Ivey Business School at Western University 1989 — 1991
MBA
University of Ottawa 1974 — 1979
BA, French
Karen Robertson Karen Robertson's CIBC Wood Gundy Experience February 2006 - January 2007
Job Investment Advisor & Financial Planner RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 2010 - Present
TD Waterhouse January 2007 - March 2010
CIBC Wood Gundy February 2006 - January 2007
Incredible Edibles 1991 - 1996
Skills
Estate Planning, Wealth Management, Retirement Planning, Insurance, Financial Planning, Investments, Strategic Financial..., Investment Strategies, Investment Advisory, Banking, Mutual Funds, Wealth, Asset Allocation, Financial Planners, Financial Advisory, Retirement, Securities, Management, Portfolio Management, High Net Worth..., Investment Management, ETFs, Asset Management, Bonds
Education
Dalhousie University 1984 — 1987
B.Sc, Psychology
Advocis
LLQP, Insurance
Canadian Securities Institute
Chartered Professional Strategic Wealth
Canadian Securities Institute
Ch P Strategic Wealth
FMA
RBC Dominion Securities March 2010 - Present
TD Waterhouse January 2007 - March 2010
CIBC Wood Gundy February 2006 - January 2007
Incredible Edibles 1991 - 1996
Skills
Estate Planning, Wealth Management, Retirement Planning, Insurance, Financial Planning, Investments, Strategic Financial..., Investment Strategies, Investment Advisory, Banking, Mutual Funds, Wealth, Asset Allocation, Financial Planners, Financial Advisory, Retirement, Securities, Management, Portfolio Management, High Net Worth..., Investment Management, ETFs, Asset Management, Bonds
Education
Dalhousie University 1984 — 1987
B.Sc, Psychology
Advocis
LLQP, Insurance
Canadian Securities Institute
Chartered Professional Strategic Wealth
Canadian Securities Institute
Ch P Strategic Wealth
FMA
Nick McClanahan Nick McClanahan's CIBC Wood Gundy Experience January 2001 - December 2001
Job Accretive Advisor
Industry Financial Services
Experience
Accretive Advisor 2010 - December 2012
Merrill Lynch March 1971 - April 2006
CIBC Wood Gundy January 2001 - December 2001
Merrill Lynch Canada July 1999 - December 2001
Education
Florida Atlantic University 1969 — 1971
BBA, Finance
University of Florida 1962 — 1966
Engineering
Accretive Advisor 2010 - December 2012
Merrill Lynch March 1971 - April 2006
CIBC Wood Gundy January 2001 - December 2001
Merrill Lynch Canada July 1999 - December 2001
Education
Florida Atlantic University 1969 — 1971
BBA, Finance
University of Florida 1962 — 1966
Engineering
Albert McWilliams Albert McWilliams's CIBC Wood Gundy Experience November 2009 - December 2009
Job Produce Clerk at Food Basics
Industry Retail
Experience
Food Basics May 2003 - Present
CIBC Wood Gundy November 2009 - December 2009
GoodLife Fitness November 2009 - December 2009
Teen Ranch April 2002 - August 2002
Hope Wheels November 2001 - December 2001
Skills
PowerPoint, Word, Excel, Access, AutoCAD
Education
Humber College 2007 — 2009
Business Administration Diploma
Food Basics May 2003 - Present
CIBC Wood Gundy November 2009 - December 2009
GoodLife Fitness November 2009 - December 2009
Teen Ranch April 2002 - August 2002
Hope Wheels November 2001 - December 2001
Skills
PowerPoint, Word, Excel, Access, AutoCAD
Education
Humber College 2007 — 2009
Business Administration Diploma
Swapnali Thakar's CIBC Wood Gundy Experience January 2004 - December 2008
Job Artist
Industry Graphic Design
Experience
Beyond Salt July 2011 - Present
BDO Canada January 2009 - August 2015
Toronto International Film Festival 2012 - 2012
CIBC Wood Gundy January 2004 - December 2008
Kinko's Canada March 1999 - December 2003
Printing Depot August 1998 - March 1999
Skills
Painting, Fine Art, Watercolor, Abstract, Visual Arts, Mixed Media, Abstraction, Graphic Design, Art, Contemporary Art, Photography, Photoshop, Graphics, Adobe Creative Suite, Layout, Advertising, Digital Illustration, Illustration, Adobe Acrobat, Corporate Branding, Storyboarding, Brochures
Education
International Academy of Design 1999 — 2000
Diploma in Computer Graphic Design, Graphic Design, 3.63
Shreemati Nathibai Damodar Thackersey Women's University 1995 — 2000
M.H.Sc., Media
Brihan Maharashtra College of Commerce 1991 — 1995
B.Com., Business Administration
Crescent High School, Gultekdi 1981 — 1990
Secondary School Certificate
Beyond Salt July 2011 - Present
BDO Canada January 2009 - August 2015
Toronto International Film Festival 2012 - 2012
CIBC Wood Gundy January 2004 - December 2008
Kinko's Canada March 1999 - December 2003
Printing Depot August 1998 - March 1999
Skills
Painting, Fine Art, Watercolor, Abstract, Visual Arts, Mixed Media, Abstraction, Graphic Design, Art, Contemporary Art, Photography, Photoshop, Graphics, Adobe Creative Suite, Layout, Advertising, Digital Illustration, Illustration, Adobe Acrobat, Corporate Branding, Storyboarding, Brochures
Education
International Academy of Design 1999 — 2000
Diploma in Computer Graphic Design, Graphic Design, 3.63
Shreemati Nathibai Damodar Thackersey Women's University 1995 — 2000
M.H.Sc., Media
Brihan Maharashtra College of Commerce 1991 — 1995
B.Com., Business Administration
Crescent High School, Gultekdi 1981 — 1990
Secondary School Certificate
Brad Diamond, ITIL, PMI Brad Diamond, ITIL, PMI's CIBC Wood Gundy Experience January 2005 - June 2006
Job Project Manager at Canadian Tire, Experienced ServiceNow Implementater and Reporting Guru
Industry Information Technology and Services
Experience
Integritas Solutions Inc. April 2015 - Present
Canadian Tire May 2013 - Present
Consult IT All Inc October 2010 - Present
407 ETR January 2012 - May 2013
The Manta Group March 2011 - January 2012
RBC Royal Bank June 2009 - March 2011
RBC Royal Bank January 2008 - June 2009
CIBC Asset Management June 2006 - January 2008
CIBC Wood Gundy January 2005 - June 2006
CIBC Wood Gundy May 2002 - December 2004
Skills
Kanban, Incident Management, Problem Management, Change Management, Request Fulfillment, Service Catalogue, Service Level Management, Service Strategy, Service Design, Service Transition, Service Operations, Continual Service..., Configuration Management, Release Management, ITIL, COBIT, Business Relationship..., IT Service Management, SLA, Service Improvement, Service Management, Service Delivery, IT Governance, IT Strategy, Process Improvement, Problem Solving, IT Operations, IT Management, Business Services, Management, Continuous Improvement, Sla, Order Fulfillment, Governance, Information Technology, Strategy, Data Center, Servers, Service Desk, Service Catalog, Business Analysis, Enterprise Architecture, Project Delivery, Business Process, Disaster Recovery
Education
Sheridan College 2001 — 2002
Cert, ITPI - Information Technology Professional Internship
Huron University College 1996 — 2000
BA, Psychology
Integritas Solutions Inc. April 2015 - Present
Canadian Tire May 2013 - Present
Consult IT All Inc October 2010 - Present
407 ETR January 2012 - May 2013
The Manta Group March 2011 - January 2012
RBC Royal Bank June 2009 - March 2011
RBC Royal Bank January 2008 - June 2009
CIBC Asset Management June 2006 - January 2008
CIBC Wood Gundy January 2005 - June 2006
CIBC Wood Gundy May 2002 - December 2004
Skills
Kanban, Incident Management, Problem Management, Change Management, Request Fulfillment, Service Catalogue, Service Level Management, Service Strategy, Service Design, Service Transition, Service Operations, Continual Service..., Configuration Management, Release Management, ITIL, COBIT, Business Relationship..., IT Service Management, SLA, Service Improvement, Service Management, Service Delivery, IT Governance, IT Strategy, Process Improvement, Problem Solving, IT Operations, IT Management, Business Services, Management, Continuous Improvement, Sla, Order Fulfillment, Governance, Information Technology, Strategy, Data Center, Servers, Service Desk, Service Catalog, Business Analysis, Enterprise Architecture, Project Delivery, Business Process, Disaster Recovery
Education
Sheridan College 2001 — 2002
Cert, ITPI - Information Technology Professional Internship
Huron University College 1996 — 2000
BA, Psychology
Ginette Hains, Adm.A Ginette Hains, Adm.A's CIBC Wood Gundy Experience 1988 - 1990
Job
Industry Financial Services
Experience
Investissement Québec February 2014 - August 2014
Ginette Hains services-conseils 2010 - February 2014
Services financiers Groupe Investors September 2011 - January 2014
Raymond Chabot Grant Thornton February 2005 - June 2010
Caisse de dépôt et placement du Québec August 1999 - December 2002
Caisse de dépôt et placement du Québec (CDP Capital - Investment Branch) September 1995 - August 1999
Caisse de dépôt et placement du Québec November 1990 - August 1995
CIBC Wood Gundy 1988 - 1990
Skills
Management, Management Consulting, Consulting en management, Business Strategy, Planification..., Investments, Investissements, Analysis, Finance, Portfolio Management, Fonds d'investissement, Marché financier, Répartition de l'actif..., Fonds de pension, Gestion de portefeuille, Analyse financière, Financial Analysis, gestion de l'information, Marketing Communications, Marketing, Change Management, Gestion d'équipe, gestion des..., Tableau de bord, business analysis, analyse d'affaires
Education
Université Laval
Certificat de maîtrise / Master certificate, Analyse d'affaires / Business Analysis
Ordre des administrateurs agréés du Québec
Certificat, Audit de saine gestion
Université du Québec à Montréal
Études de 2e cycle en administration des affaires / Économie et finance
HEC Montréal
Études de 2e cycle en administration des affaires
The Institute of Chartered Financial Analysts
CFA 1, Finance
HEC Montréal
Baccalauréat, Finance et économie
Investissement Québec February 2014 - August 2014
Ginette Hains services-conseils 2010 - February 2014
Services financiers Groupe Investors September 2011 - January 2014
Raymond Chabot Grant Thornton February 2005 - June 2010
Caisse de dépôt et placement du Québec August 1999 - December 2002
Caisse de dépôt et placement du Québec (CDP Capital - Investment Branch) September 1995 - August 1999
Caisse de dépôt et placement du Québec November 1990 - August 1995
CIBC Wood Gundy 1988 - 1990
Skills
Management, Management Consulting, Consulting en management, Business Strategy, Planification..., Investments, Investissements, Analysis, Finance, Portfolio Management, Fonds d'investissement, Marché financier, Répartition de l'actif..., Fonds de pension, Gestion de portefeuille, Analyse financière, Financial Analysis, gestion de l'information, Marketing Communications, Marketing, Change Management, Gestion d'équipe, gestion des..., Tableau de bord, business analysis, analyse d'affaires
Education
Université Laval
Certificat de maîtrise / Master certificate, Analyse d'affaires / Business Analysis
Ordre des administrateurs agréés du Québec
Certificat, Audit de saine gestion
Université du Québec à Montréal
Études de 2e cycle en administration des affaires / Économie et finance
HEC Montréal
Études de 2e cycle en administration des affaires
The Institute of Chartered Financial Analysts
CFA 1, Finance
HEC Montréal
Baccalauréat, Finance et économie
Matthew McLellan's CIBC Wood Gundy Experience September 2011 - February 2012
Job Analyst at BottomLine Group
Industry Management Consulting
Experience
BottomLine Group September 2014 - Present
Western University September 2012 - April 2014
Investors Group April 2013 - September 2013
Impact Alert April 2012 - August 2012
CIBC Wood Gundy September 2011 - February 2012
The Sunshine Foundation September 2009 - September 2011
The Richard Ivey School of Business April 2011 - August 2011
Skills
Research, Teamwork, Marketing, Non-profits, Accounting, Fundraising, Strategy, Business Analysis, Finance, Financial Modeling, LinkedIn, Triple Bottom Line, Nonprofits, Analytics, Management, Women Owned Business, Women's Health, Leadership
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
HBA, Business Administration and Management, General
The University of Western Ontario 2010 — 2012
Business, Psychology; French, Sociology, Mathematics
Sir Wilfrid Laurier Secondary School 2006 — 2010
High School Diploma
BottomLine Group September 2014 - Present
Western University September 2012 - April 2014
Investors Group April 2013 - September 2013
Impact Alert April 2012 - August 2012
CIBC Wood Gundy September 2011 - February 2012
The Sunshine Foundation September 2009 - September 2011
The Richard Ivey School of Business April 2011 - August 2011
Skills
Research, Teamwork, Marketing, Non-profits, Accounting, Fundraising, Strategy, Business Analysis, Finance, Financial Modeling, LinkedIn, Triple Bottom Line, Nonprofits, Analytics, Management, Women Owned Business, Women's Health, Leadership
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
HBA, Business Administration and Management, General
The University of Western Ontario 2010 — 2012
Business, Psychology; French, Sociology, Mathematics
Sir Wilfrid Laurier Secondary School 2006 — 2010
High School Diploma
Kseniya Gushchina Kseniya Gushchina's CIBC Wood Gundy Experience 2011 - 2011
Job Banker
Industry Banking
Experience
Leanna Leksikova, Broker at Sutton Group September 2012 - September 2014
Scotiabank October 2011 - August 2012
CIBC Wood Gundy 2011 - 2011
Skills
Credit, Team Leadership, Teamwork, Time Management, Customer Service, Banking, Market Research, Marketing, Microsoft Office, Training, Leadership, Research, Event Management
Education
Humber College 2010 — 2011
Saint Petersburg State University 2004 — 2009
Specialist, Public Relations
Leanna Leksikova, Broker at Sutton Group September 2012 - September 2014
Scotiabank October 2011 - August 2012
CIBC Wood Gundy 2011 - 2011
Skills
Credit, Team Leadership, Teamwork, Time Management, Customer Service, Banking, Market Research, Marketing, Microsoft Office, Training, Leadership, Research, Event Management
Education
Humber College 2010 — 2011
Saint Petersburg State University 2004 — 2009
Specialist, Public Relations
Christy DeMont Christy DeMont's CIBC Wood Gundy Experience 1989 - 1995
Job Pragmatic Information Technology Leader
Industry Information Technology and Services
Experience
ICOM Information & Communications LP October 2000 - December 2008
EDS Systemhouse April 1995 - October 2000
CIBC Wood Gundy 1989 - 1995
Ministry of Revenue, Province of Ontario 1983 - 1989
Skills
Strategy Development, Budgeting, Team Leadership, Customer Relations, Coaching, Strategic Planning, Business Planning, Process Improvement, Change Management, Mentoring Of Staff, Project Management, Strategy, Integration, Customer Service, Risk Management, Management, Budgets, Leadership, CRM, Business Strategy
Education
Dalhousie University 1980 — 1982
MBA
Mount Allison University 1977 — 1980
B.Sc.
ICOM Information & Communications LP October 2000 - December 2008
EDS Systemhouse April 1995 - October 2000
CIBC Wood Gundy 1989 - 1995
Ministry of Revenue, Province of Ontario 1983 - 1989
Skills
Strategy Development, Budgeting, Team Leadership, Customer Relations, Coaching, Strategic Planning, Business Planning, Process Improvement, Change Management, Mentoring Of Staff, Project Management, Strategy, Integration, Customer Service, Risk Management, Management, Budgets, Leadership, CRM, Business Strategy
Education
Dalhousie University 1980 — 1982
MBA
Mount Allison University 1977 — 1980
B.Sc.
Philip Gelsheimer Philip Gelsheimer's CIBC Wood Gundy Experience 1992 - 1993
Job Director, Relationship Management at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management August 2012 - Present
BNP Paribas Investment Partners January 2012 - July 2012
BNP Paribas Investment Partners January 2003 - December 2011
ABN AMRO Asset Management 2000 - 2002
ABN AMRO Bank 1999 - 2000
CIBC 1998 - 1999
CIBC 1997 - 1998
CIBC 1995 - 1997
CIBC 1993 - 1995
CIBC Wood Gundy 1992 - 1993
Skills
Investment Strategies, Financial Management, Cross-functional Team..., Investments, Financial Services, Mutual Funds, Managerial Finance, Strategic Financial..., Asset Management, Equities, Finance, Trading
Education
Dalhousie University 1997 — 2001
Masters of Business Administration, Financial Services
Dalhousie University 1997 — 2001
Master of Business Administration (M.B.A.), Financial Services
David and Mary Thomson
David and Mary Thomson
MFS Investment Management August 2012 - Present
BNP Paribas Investment Partners January 2012 - July 2012
BNP Paribas Investment Partners January 2003 - December 2011
ABN AMRO Asset Management 2000 - 2002
ABN AMRO Bank 1999 - 2000
CIBC 1998 - 1999
CIBC 1997 - 1998
CIBC 1995 - 1997
CIBC 1993 - 1995
CIBC Wood Gundy 1992 - 1993
Skills
Investment Strategies, Financial Management, Cross-functional Team..., Investments, Financial Services, Mutual Funds, Managerial Finance, Strategic Financial..., Asset Management, Equities, Finance, Trading
Education
Dalhousie University 1997 — 2001
Masters of Business Administration, Financial Services
Dalhousie University 1997 — 2001
Master of Business Administration (M.B.A.), Financial Services
David and Mary Thomson
David and Mary Thomson
Andrew G. Munro Andrew G. Munro's CIBC Wood Gundy Experience 1990 - 1995
Job Motion Picture Production Accountant
Industry Motion Pictures and Film
Experience
Freelance Film Production Accountant / Production Manager 1994 - Present
Management Consultant 1997 - 2011
Academy of Canadian Cinema & Television 1995 - 1997
CIBC Wood Gundy 1990 - 1995
Skills
Film Production, Film Finance, Production Accounting, Corporate Finance, Management Consulting, Board of Director..., Film, Producing, Short Films, Budgets, Board of Directors, Video Production, Broadcast, Project Accounting, Video, Feature Films, Television, Post Production, Production Management, Management, Media Production
Education
Ivey Business School at Western University
H.B.A., Honors Business Administration
York University - Schulich School of Business
M.B.A. & Graduate Diploma, Arts & Media Management
Continuing Education
Festivals / Markets Attended
Freelance Film Production Accountant / Production Manager 1994 - Present
Management Consultant 1997 - 2011
Academy of Canadian Cinema & Television 1995 - 1997
CIBC Wood Gundy 1990 - 1995
Skills
Film Production, Film Finance, Production Accounting, Corporate Finance, Management Consulting, Board of Director..., Film, Producing, Short Films, Budgets, Board of Directors, Video Production, Broadcast, Project Accounting, Video, Feature Films, Television, Post Production, Production Management, Management, Media Production
Education
Ivey Business School at Western University
H.B.A., Honors Business Administration
York University - Schulich School of Business
M.B.A. & Graduate Diploma, Arts & Media Management
Continuing Education
Festivals / Markets Attended
Dmytro (Dmitriy) Pravda Dmytro (Dmitriy) Pravda's CIBC Wood Gundy Experience September 2012 - January 2013
Job Independent Distributor at Albedo Silver Connections
Industry Financial Services
Experience
Albedo Silver Connections February 2015 - Present
Polimpex Trade February 2014 - Present
Toronto Ukrainian Festival September 2012 - Present
CIBC Wood Gundy September 2012 - January 2013
Humber College January 2011 - December 2012
APIBD January 2009 - May 2010
Skills
Microsoft Office, Economics, Customer Service, Customer Experience, Customer Retention, Translation, Analytical Skills, Event Planning, Organization &..., Active Learning, Research, Event Management, Public Speaking, Teamwork, Leadership, Time Management, Training, Critical Thinking, Social Networking, Data Analysis, Banking, Marketing, Analysis, Market Research
Education
Humber College 2011 — 2012
Diploma in Business Management, Financial Services, 87.3% (Honours)
Albedo Silver Connections February 2015 - Present
Polimpex Trade February 2014 - Present
Toronto Ukrainian Festival September 2012 - Present
CIBC Wood Gundy September 2012 - January 2013
Humber College January 2011 - December 2012
APIBD January 2009 - May 2010
Skills
Microsoft Office, Economics, Customer Service, Customer Experience, Customer Retention, Translation, Analytical Skills, Event Planning, Organization &..., Active Learning, Research, Event Management, Public Speaking, Teamwork, Leadership, Time Management, Training, Critical Thinking, Social Networking, Data Analysis, Banking, Marketing, Analysis, Market Research
Education
Humber College 2011 — 2012
Diploma in Business Management, Financial Services, 87.3% (Honours)
Florence Marchand's CIBC Wood Gundy Experience November 2004 - Present
Job Conseillère d'affaires, marketing et communication CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy November 2004 - Present
ScotiaMcLeod June 2002 - November 2004
Skills
Adobe Acrobat, Adobe InDesign, Marketing, InDesign, Microsoft Word, Wealth Management, Gestion de projets, Marketing Communications, PowerPoint, Editing, Creative Direction, DES, Budgets, Copywriting, Newsletters, Social Media, Advertising
Education
Université du Québec - Télé-université 2006 — 2007
Certificat, Communication
HEC Montréal 2000 — 2003
Bachelor of Science (B.Sc.), Marketing, gestion d'entreprise, administration des affaires
CIBC Wood Gundy November 2004 - Present
ScotiaMcLeod June 2002 - November 2004
Skills
Adobe Acrobat, Adobe InDesign, Marketing, InDesign, Microsoft Word, Wealth Management, Gestion de projets, Marketing Communications, PowerPoint, Editing, Creative Direction, DES, Budgets, Copywriting, Newsletters, Social Media, Advertising
Education
Université du Québec - Télé-université 2006 — 2007
Certificat, Communication
HEC Montréal 2000 — 2003
Bachelor of Science (B.Sc.), Marketing, gestion d'entreprise, administration des affaires
Natasha K Alves Natasha K Alves's CIBC Wood Gundy Experience April 2008 - August 2010
Job Technical Instructor
Industry Education Management
Experience
Oracle April 2013 - Present
Eloqua (Acquired by Oracle) February 2012 - April 2013
Cancer Care Ontario September 2010 - February 2012
CIBC Wood Gundy April 2008 - August 2010
RBC October 2005 - April 2008
Skills
Instructional Design, E-learning, Adult Education, Documentation, Public Speaking, Problem Solving, PowerPoint, Analysis, Word, Time Management, Microsoft Office, Social Media, Captivate, Teamwork, SharePoint, MS Project, MS Office Suite, Negotiation, Eloqua, E-Learning, Software Documentation, Training Delivery, Project Planning, Blended Learning, Leadership Development, Team Building, Employee Training, Needs Analysis, Workshop Facilitation, Webinars, Teaching, Social Networking, Curriculum Development, Social Media Marketing, Instructor-led Training, Hands-on Training, Training, Coaching, Leadership, Learning Management, SaaS, Conflict Resolution, Demand Generation, Email Marketing, Lead Management, Staff Development, Educational Technology, Distance Learning, Marketing Automation, WebEx
Education
George Brown College 2009 — 2011
Instructing Adults certificate, Adult Education
George Brown College 2004 — 2005
Chef Certificate, Culinary Arts/Chef Training
RCI 1995 — 1998
Oracle April 2013 - Present
Eloqua (Acquired by Oracle) February 2012 - April 2013
Cancer Care Ontario September 2010 - February 2012
CIBC Wood Gundy April 2008 - August 2010
RBC October 2005 - April 2008
Skills
Instructional Design, E-learning, Adult Education, Documentation, Public Speaking, Problem Solving, PowerPoint, Analysis, Word, Time Management, Microsoft Office, Social Media, Captivate, Teamwork, SharePoint, MS Project, MS Office Suite, Negotiation, Eloqua, E-Learning, Software Documentation, Training Delivery, Project Planning, Blended Learning, Leadership Development, Team Building, Employee Training, Needs Analysis, Workshop Facilitation, Webinars, Teaching, Social Networking, Curriculum Development, Social Media Marketing, Instructor-led Training, Hands-on Training, Training, Coaching, Leadership, Learning Management, SaaS, Conflict Resolution, Demand Generation, Email Marketing, Lead Management, Staff Development, Educational Technology, Distance Learning, Marketing Automation, WebEx
Education
George Brown College 2009 — 2011
Instructing Adults certificate, Adult Education
George Brown College 2004 — 2005
Chef Certificate, Culinary Arts/Chef Training
RCI 1995 — 1998
Gagan Lalli, CFA Gagan Lalli, CFA's CIBC Wood Gundy Experience May 2006 - August 2006
Job AVP, Business Development at CMLS Financial
Industry Financial Services
Experience
CMLS Financial Ltd April 2013 - Present
CMLS Financial Ltd. August 2011 - March 2013
Knightsbridge Capital Group May 2008 - August 2011
GE Capital January 2007 - May 2007
CIBC Wood Gundy May 2006 - August 2006
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Valuation, Market Research, Strategic Planning, Team Leadership, Strategic Financial..., Accounting, Due Diligence, Commercial Real Estate, Real Estate Financing, Structured Finance, Commercial Lending, Asset Based Lending, Real Estate Lending, Commercial Banking, Mortgage Banking
Education
University of Victoria 2002 — 2007
Bachelor of Commerce, Business
Maastricht University 2006 — 2006
CMLS Financial Ltd April 2013 - Present
CMLS Financial Ltd. August 2011 - March 2013
Knightsbridge Capital Group May 2008 - August 2011
GE Capital January 2007 - May 2007
CIBC Wood Gundy May 2006 - August 2006
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Valuation, Market Research, Strategic Planning, Team Leadership, Strategic Financial..., Accounting, Due Diligence, Commercial Real Estate, Real Estate Financing, Structured Finance, Commercial Lending, Asset Based Lending, Real Estate Lending, Commercial Banking, Mortgage Banking
Education
University of Victoria 2002 — 2007
Bachelor of Commerce, Business
Maastricht University 2006 — 2006
Michelle Nemeth Michelle Nemeth's CIBC Wood Gundy Experience June 2013 - Present
Job Administrative Assistant at CIBC Wood Gundy
Industry Broadcast Media
Experience
CIBC Wood Gundy June 2013 - Present
Conestoga Connected January 2015 - April 2015
Rogers Communications October 2014 - April 2015
TV Mobile Class October 2014 - October 2014
Education
Wilfrid Laurier University 2015 — 2018
Bachelor's Degree, Digital Media and Journalism
Conestoga College 2013 — 2015
Broadcast Television
CIBC Wood Gundy June 2013 - Present
Conestoga Connected January 2015 - April 2015
Rogers Communications October 2014 - April 2015
TV Mobile Class October 2014 - October 2014
Education
Wilfrid Laurier University 2015 — 2018
Bachelor's Degree, Digital Media and Journalism
Conestoga College 2013 — 2015
Broadcast Television
Constantine Lycos's CIBC Wood Gundy Experience 1997 - 2000
Job President and Portfolio Manager
Industry Investment Management
Experience
Lycos Asset Management Inc. 2008 - Present
Chartwell Asset Management Inc. 2002 - 2008
Chartwell Asset Management Inc. 2000 - 2002
CIBC Wood Gundy 1997 - 2000
Skills
Stock Picking, Tactical Asset..., Asset Allocation, Value Investing, Global Macro, Commodities, FX, Derivatives, Investment Strategies, Socially Responsible..., Equities, Hedging, Options, Fixed Income, Portfolio Management, Investments, Trading, Equity Research, Asset Management, Stocks, Securities, Alternative Investments, Wealth Management, Mutual Funds, Bonds, Capital Markets, Risk Management, Investment Advisory, Financial Modeling, Due Diligence, Research, Financial Markets, Compliance, KYC, Fund Of Funds, Institutional Investors, Fund Managers, Separately Managed..., Closed-end Funds, Limited Partnerships, Managed Accounts, Fund Formation, Fund Structuring, Hedge Funds, International Equities, Fundamental Research, Investors, Portfolios, Finance, Financial Advisory
Education
University of Oxford 1994 — 1996
M.Phil., Mathematics for Industry - Mathematical Finance
King's College London 1990 — 1993
BSc, Mathematics and Management
Lycos Asset Management Inc. 2008 - Present
Chartwell Asset Management Inc. 2002 - 2008
Chartwell Asset Management Inc. 2000 - 2002
CIBC Wood Gundy 1997 - 2000
Skills
Stock Picking, Tactical Asset..., Asset Allocation, Value Investing, Global Macro, Commodities, FX, Derivatives, Investment Strategies, Socially Responsible..., Equities, Hedging, Options, Fixed Income, Portfolio Management, Investments, Trading, Equity Research, Asset Management, Stocks, Securities, Alternative Investments, Wealth Management, Mutual Funds, Bonds, Capital Markets, Risk Management, Investment Advisory, Financial Modeling, Due Diligence, Research, Financial Markets, Compliance, KYC, Fund Of Funds, Institutional Investors, Fund Managers, Separately Managed..., Closed-end Funds, Limited Partnerships, Managed Accounts, Fund Formation, Fund Structuring, Hedge Funds, International Equities, Fundamental Research, Investors, Portfolios, Finance, Financial Advisory
Education
University of Oxford 1994 — 1996
M.Phil., Mathematics for Industry - Mathematical Finance
King's College London 1990 — 1993
BSc, Mathematics and Management
John Suvanto's CIBC Wood Gundy Experience March 1996 - March 1997
Job Managing Member at Azul
Industry Investment Management
Experience
Azul January 2015 - Present
Renewable Texas Energy Regional Center February 2014 - May 2015
UPS Capital January 2008 - January 2014
Ironstone Capital LLC April 2006 - June 2008
Toolbox Coaching + Consulting April 2003 - March 2006
Stuart Investment Management Ltd. March 2001 - August 2001
Canadian Imperial Bank of Commerce (CIBC) November 1999 - November 2000
CIBC World Markets April 1997 - October 1999
CIBC Wood Gundy March 1996 - March 1997
Skills
Chartered Market..., New Business Development, Asset Based Lending, Private Equity, Investment Banking, Hedge Funds, Commercial Finance, Business Development, Logistics Management, International Logistics, Supply Chain, Operations Management, Negotiation, Risk Management, Management Consulting, Strategic Consulting, Business Strategy, Business Analysis, Business Process..., CEOs, CFOs, Economics, Finance, Philosophy, Finnish Language, Investments, Portfolio Management, Strategy, Capital Markets, Leveraged Lending, Leveraged Finance, Financial Risk, Executive Management, Management, French, Spanish, International Business, Leadership, Trading, Mergers & Acquisitions, Strategic Planning, Options Strategies, Futures Trading, FX trading, American, Canadian,..., Funding, CRM, FX Trading, Loans
Education
Harvard University
Master's Degree, Management - Finance (Extension)
Southern Methodist University 2010 — 2013
Master of Liberal Studies, Summa Cum Laude
York University
Bachelor of Arts (B.A.), Economics
Azul January 2015 - Present
Renewable Texas Energy Regional Center February 2014 - May 2015
UPS Capital January 2008 - January 2014
Ironstone Capital LLC April 2006 - June 2008
Toolbox Coaching + Consulting April 2003 - March 2006
Stuart Investment Management Ltd. March 2001 - August 2001
Canadian Imperial Bank of Commerce (CIBC) November 1999 - November 2000
CIBC World Markets April 1997 - October 1999
CIBC Wood Gundy March 1996 - March 1997
Skills
Chartered Market..., New Business Development, Asset Based Lending, Private Equity, Investment Banking, Hedge Funds, Commercial Finance, Business Development, Logistics Management, International Logistics, Supply Chain, Operations Management, Negotiation, Risk Management, Management Consulting, Strategic Consulting, Business Strategy, Business Analysis, Business Process..., CEOs, CFOs, Economics, Finance, Philosophy, Finnish Language, Investments, Portfolio Management, Strategy, Capital Markets, Leveraged Lending, Leveraged Finance, Financial Risk, Executive Management, Management, French, Spanish, International Business, Leadership, Trading, Mergers & Acquisitions, Strategic Planning, Options Strategies, Futures Trading, FX trading, American, Canadian,..., Funding, CRM, FX Trading, Loans
Education
Harvard University
Master's Degree, Management - Finance (Extension)
Southern Methodist University 2010 — 2013
Master of Liberal Studies, Summa Cum Laude
York University
Bachelor of Arts (B.A.), Economics
Bruce Morrison's CIBC Wood Gundy Experience April 2008 - Present
Job Estate Planning Specialist at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy April 2008 - Present
Industrielle Alliance May 2006 - April 2008
Skills
Estate Planning, Portfolio Management, Wealth Management, Investments, Pensions, Investment Strategies, Retirement Planning, Mutual Funds, Financial Advisory, Wealth, Asset Allocation, Financial Planners, Investment Advisory, Strategic Financial..., Retirement, Financial Planning
Education
Dalhousie University
Master of Science (MS), Mathematics
Dalhousie University
Bachelor of Arts (B.A.), Political Science and Government
Saint Mary's University
Bachelor of Science (BS) with Honors, Mathematics and Computer Science
CIBC Wood Gundy April 2008 - Present
Industrielle Alliance May 2006 - April 2008
Skills
Estate Planning, Portfolio Management, Wealth Management, Investments, Pensions, Investment Strategies, Retirement Planning, Mutual Funds, Financial Advisory, Wealth, Asset Allocation, Financial Planners, Investment Advisory, Strategic Financial..., Retirement, Financial Planning
Education
Dalhousie University
Master of Science (MS), Mathematics
Dalhousie University
Bachelor of Arts (B.A.), Political Science and Government
Saint Mary's University
Bachelor of Science (BS) with Honors, Mathematics and Computer Science
Tom Alessi Tom Alessi's CIBC Wood Gundy Experience 1992 - 1994
Job New England’s Personal Finance and Investment Expert
Industry Investment Management
Experience
Platinum Wealth Partners Inc 2011 - Present
Platinum Wealth Partners Inc 2011 - 2011
Merrill Lynch 2009 - 2010
Citi February 2007 - June 2009
Bank of America May 1994 - February 2007
CIBC Wood Gundy 1992 - 1994
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts, Amherst 1981 — 1985
Bs, economics
Platinum Wealth Partners Inc 2011 - Present
Platinum Wealth Partners Inc 2011 - 2011
Merrill Lynch 2009 - 2010
Citi February 2007 - June 2009
Bank of America May 1994 - February 2007
CIBC Wood Gundy 1992 - 1994
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts, Amherst 1981 — 1985
Bs, economics
David McAlary David McAlary's CIBC Wood Gundy Experience October 1983 - October 1990
Job Owner of Target Specialty Advertising Inc
Industry Marketing and Advertising
Experience
Target Uniforms and Specialty Advertising Inc. April 1990 - Present
CIBC Wood Gundy October 1983 - October 1990
Continental Bank of Canada September 1982 - September 1983
Skills
Apparel, Sales Management, Promotional, Business Development, Uniform Programs, Building Brand Awareness, Recognition Awards, Website Development, Trade Shows, Corporate Gifts, Sales, Strategic Planning, Corporate Branding, Marketing Strategy, New Business Development, Advertising, Marketing, Online Marketing, Direct Marketing, Marketing Management, Social Media Marketing, Email Marketing, Marketing Communications, Retail, Public Relations
Education
The University of British Columbia 1978 — 1982
Bachelor of Commerce (BCom), Finance and Labour Relations
Langara College 1977 — 1978
Business/Commerce, General
Sir Winston Chirchill
Sir Winston Chirchill
Target Uniforms and Specialty Advertising Inc. April 1990 - Present
CIBC Wood Gundy October 1983 - October 1990
Continental Bank of Canada September 1982 - September 1983
Skills
Apparel, Sales Management, Promotional, Business Development, Uniform Programs, Building Brand Awareness, Recognition Awards, Website Development, Trade Shows, Corporate Gifts, Sales, Strategic Planning, Corporate Branding, Marketing Strategy, New Business Development, Advertising, Marketing, Online Marketing, Direct Marketing, Marketing Management, Social Media Marketing, Email Marketing, Marketing Communications, Retail, Public Relations
Education
The University of British Columbia 1978 — 1982
Bachelor of Commerce (BCom), Finance and Labour Relations
Langara College 1977 — 1978
Business/Commerce, General
Sir Winston Chirchill
Sir Winston Chirchill
Ola Vogli Ola Vogli's CIBC Wood Gundy Experience November 2012 - Present
Job CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy November 2012 - Present
CIBC Wood Gundy October 2011 - October 2012
CIBC November 2009 - November 2011
CIBC Wealth Management January 2006 - November 2009
Skills
Analysis, Interpersonal Skill, Learning Quickly, Analytic Thinking, Project Management, Investments, Portfolio Management, Mutual Funds, Equities, Banking, Fixed Income, Financial Advisory, Wealth Management, Capital Markets
Education
University of Toronto 2011 — 2014
Passing the Chartered Financial Analyst (CFA®) Exam
Canadian Securities Institute 2007 — 2008
Options Licensing Course (OLC)
Canadian Securities Institute 2006 — 2007
Canadian Securities Course
Canadian Securities Institute 2006 — 2007
Derivatives Fundamentals Course (DFC)
George Brown College 2004 — 2007
Financial Planning Diploma
CIBC Wood Gundy November 2012 - Present
CIBC Wood Gundy October 2011 - October 2012
CIBC November 2009 - November 2011
CIBC Wealth Management January 2006 - November 2009
Skills
Analysis, Interpersonal Skill, Learning Quickly, Analytic Thinking, Project Management, Investments, Portfolio Management, Mutual Funds, Equities, Banking, Fixed Income, Financial Advisory, Wealth Management, Capital Markets
Education
University of Toronto 2011 — 2014
Passing the Chartered Financial Analyst (CFA®) Exam
Canadian Securities Institute 2007 — 2008
Options Licensing Course (OLC)
Canadian Securities Institute 2006 — 2007
Canadian Securities Course
Canadian Securities Institute 2006 — 2007
Derivatives Fundamentals Course (DFC)
George Brown College 2004 — 2007
Financial Planning Diploma
Melissa Prusky Melissa Prusky's CIBC Wood Gundy Experience October 2013 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy October 2013 - Present
Maple leaf Angels January 2008 - Present
Macquarie Private Weatlh July 2008 - October 2013
Blackmont Capital July 2008 - December 2009
Northern Securities Inc. March 2007 - June 2008
Five9, Inc. 2005 - 2007
Five9 Canada November 2004 - October 2006
Communication Solutions January 1993 - December 2004
Skills
Start-ups, Investor Relations, Mergers, Relationship Management, Entrepreneurship, Equities, IPO, Venture Capital, Capital Markets, Corporate Development, Investments, Wealth Management, Private Equity, Corporate Governance, Business Strategy, Due Diligence, Strategy, Leadership, Mergers & Acquisitions, Financial Services, Investment Banking, Private Placements, Finance, Corporate Finance, Alternative Investments
Education
George Brown College
Business
CIBC Wood Gundy October 2013 - Present
Maple leaf Angels January 2008 - Present
Macquarie Private Weatlh July 2008 - October 2013
Blackmont Capital July 2008 - December 2009
Northern Securities Inc. March 2007 - June 2008
Five9, Inc. 2005 - 2007
Five9 Canada November 2004 - October 2006
Communication Solutions January 1993 - December 2004
Skills
Start-ups, Investor Relations, Mergers, Relationship Management, Entrepreneurship, Equities, IPO, Venture Capital, Capital Markets, Corporate Development, Investments, Wealth Management, Private Equity, Corporate Governance, Business Strategy, Due Diligence, Strategy, Leadership, Mergers & Acquisitions, Financial Services, Investment Banking, Private Placements, Finance, Corporate Finance, Alternative Investments
Education
George Brown College
Business
Catherine Janson, CFA's CIBC Wood Gundy Experience November 2003 - March 2009
Job Associate Portfolio Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 2010 - Present
CIBC Wood Gundy November 2003 - March 2009
FleetBoston Financial May 2001 - May 2003
Skills
Equities, Portfolio Management, Research, Asset Management, Investments, Mutual Funds, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Investment Management, ETFs, Financial Risk, Fixed Income
Education
CFA Institute 2000 — 2003
CFA designation
HEC Montréal 1998 — 2000
MSc., Finance
McGill University 1995 — 1998
B. Com, Joint Honors Finance and Economics
Collège de Bois de Boulogne 1993 — 1995
DEC
Collège St-Sacrement 1988 — 1993
RBC Dominion Securities March 2010 - Present
CIBC Wood Gundy November 2003 - March 2009
FleetBoston Financial May 2001 - May 2003
Skills
Equities, Portfolio Management, Research, Asset Management, Investments, Mutual Funds, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Investment Management, ETFs, Financial Risk, Fixed Income
Education
CFA Institute 2000 — 2003
CFA designation
HEC Montréal 1998 — 2000
MSc., Finance
McGill University 1995 — 1998
B. Com, Joint Honors Finance and Economics
Collège de Bois de Boulogne 1993 — 1995
DEC
Collège St-Sacrement 1988 — 1993
Matteo Marricco's CIBC Wood Gundy Experience 1999 - Present
Job Investment advisor, CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 1999 - Present
Skills
Investment Strategies, Investment Advisory, Financial Services, Mutual Funds, Equities, Retirement Planning, Wealth Management, Investments, Portfolio Management, Wealth, Securities, Strategic Financial..., Alternative Investments, ETFs, Fixed Income, Asset Management, Retirement, Wealth Management..., Bonds, Asset Allocation, Estate Planning, Investment Management, Financial Advisory, High Net Worth..., Relationship Management, Hedge Funds, Trading, Financial Planning
Education
Dawson College 1984 — 1987
CIBC Wood Gundy 1999 - Present
Skills
Investment Strategies, Investment Advisory, Financial Services, Mutual Funds, Equities, Retirement Planning, Wealth Management, Investments, Portfolio Management, Wealth, Securities, Strategic Financial..., Alternative Investments, ETFs, Fixed Income, Asset Management, Retirement, Wealth Management..., Bonds, Asset Allocation, Estate Planning, Investment Management, Financial Advisory, High Net Worth..., Relationship Management, Hedge Funds, Trading, Financial Planning
Education
Dawson College 1984 — 1987
Marc Villeneuve's CIBC Wood Gundy Experience F & B AnalystHilton1986 - 1988
Job Financial Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy F & B AnalystHilton1986 - 1988
Skills
Wealth Management, Investments, Investment Advisory, Mutual Funds, Financial Analysis, Portfolio Management, Investment Strategies
Education
Florida International University 1982 — 1983
Bachelor of Science, Hospitalty Management
CIBC Wood Gundy F & B AnalystHilton1986 - 1988
Skills
Wealth Management, Investments, Investment Advisory, Mutual Funds, Financial Analysis, Portfolio Management, Investment Strategies
Education
Florida International University 1982 — 1983
Bachelor of Science, Hospitalty Management
Steve Tidy's CIBC Wood Gundy Experience February 2004 - December 2004
Job Senior Web Developer at Home Trust Company
Industry Newspapers
Experience
Home Trust Company September 2014 - Present
SapientNitro July 2012 - September 2014
CBC/Radio-Canada September 2011 - July 2012
Workopolis June 2009 - September 2011
pingg January 2009 - June 2009
The Globe and Mail September 2006 - January 2009
Bank of Montreal May 2006 - August 2006
ACNielsen October 2005 - December 2005
CIBC Wood Gundy February 2004 - December 2004
Fidelity Investments January 2001 - April 2003
Skills
HTML, CSS, JavaScript, XHTML, jQuery, Web Design, Web Development, Wordpress, Photoshop, HTML5, PHP, Google Analytics, Social Media, Agile, AJAX, JSON, Agile Methodologies, XML, HTML 5, Web Applications, WordPress, User Experience, User Interface Design, Interaction Design, User Interface, CMS, Front-end, Usability, Wireframes, SEO, Web Analytics, Web 2.0, Web Project Management
Education
Humber College 2004 — 2005
Graduate Certificate, Internet Management - Advanced Web Development for e-Business
York University 1993 — 1997
Bachelor of Arts, English
Home Trust Company September 2014 - Present
SapientNitro July 2012 - September 2014
CBC/Radio-Canada September 2011 - July 2012
Workopolis June 2009 - September 2011
pingg January 2009 - June 2009
The Globe and Mail September 2006 - January 2009
Bank of Montreal May 2006 - August 2006
ACNielsen October 2005 - December 2005
CIBC Wood Gundy February 2004 - December 2004
Fidelity Investments January 2001 - April 2003
Skills
HTML, CSS, JavaScript, XHTML, jQuery, Web Design, Web Development, Wordpress, Photoshop, HTML5, PHP, Google Analytics, Social Media, Agile, AJAX, JSON, Agile Methodologies, XML, HTML 5, Web Applications, WordPress, User Experience, User Interface Design, Interaction Design, User Interface, CMS, Front-end, Usability, Wireframes, SEO, Web Analytics, Web 2.0, Web Project Management
Education
Humber College 2004 — 2005
Graduate Certificate, Internet Management - Advanced Web Development for e-Business
York University 1993 — 1997
Bachelor of Arts, English
Emily Dunn's CIBC Wood Gundy Experience October 2010 - November 2013
Job Senior Manager at TD Wealth Management
Industry Banking
Experience
TD Wealth Management October 2014 - Present
TD November 2013 - October 2014
CIBC Wood Gundy October 2010 - November 2013
CIBC Wood Gundy February 2008 - October 2010
CIBC September 2007 - February 2008
Skills
ETFs, Product Management, Team Leadership, Wealth Management, Mutual Funds, Asset Managment, Risk Management, Leadership, Fixed Income, Requirements Gathering, Capital Markets, Equities, Investment Management, Asset Management, Business Analysis, Financial Services, Relationship Management, Wealth, Wealth Management...
Education
Dalhousie University 2001 — 2006
TD Wealth Management October 2014 - Present
TD November 2013 - October 2014
CIBC Wood Gundy October 2010 - November 2013
CIBC Wood Gundy February 2008 - October 2010
CIBC September 2007 - February 2008
Skills
ETFs, Product Management, Team Leadership, Wealth Management, Mutual Funds, Asset Managment, Risk Management, Leadership, Fixed Income, Requirements Gathering, Capital Markets, Equities, Investment Management, Asset Management, Business Analysis, Financial Services, Relationship Management, Wealth, Wealth Management...
Education
Dalhousie University 2001 — 2006
George MacNabb's CIBC Wood Gundy Experience January 2004 - September 2008
Job Verbal Communications Coach at MacNabb Enterprises
Industry Professional Training & Coaching
Experience
MacNabb Enterprises January 1988 - Present
CBC/Radio-Canada April 1977 - December 2011
BMO Nesbitt Burns January 2001 - January 2011
CIBC Wood Gundy January 2004 - September 2008
Skills
Media Relations, Editing, Strategic Communications, Copywriting, Public Speaking, Creative Writing, Corporate Communications, Press Releases, Internal Communications, Public Relations, Social Media, Social Networking, Event Planning, Television, Social Media Marketing
Education
Humber College 2000 — 2001
ESL certificate
Ryerson University 1967 — 1970
Radio and Television
MacNabb Enterprises January 1988 - Present
CBC/Radio-Canada April 1977 - December 2011
BMO Nesbitt Burns January 2001 - January 2011
CIBC Wood Gundy January 2004 - September 2008
Skills
Media Relations, Editing, Strategic Communications, Copywriting, Public Speaking, Creative Writing, Corporate Communications, Press Releases, Internal Communications, Public Relations, Social Media, Social Networking, Event Planning, Television, Social Media Marketing
Education
Humber College 2000 — 2001
ESL certificate
Ryerson University 1967 — 1970
Radio and Television
Payson Hunter's CIBC Wood Gundy Experience January 1994 - Present
Job V.P. & Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy January 1994 - Present
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Investments, Investment Advisory, Retirement Planning, Asset Management, Strategic Financial..., Equities, Investment Strategies, Securities, Investment Management, Wealth Management..., Fixed Income, Alternative Investments
Education
Dalhousie University 1972 — 1975
B.Comm., MBA
Kent State University 1968 — 1972
BA
CIBC Wood Gundy January 1994 - Present
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Investments, Investment Advisory, Retirement Planning, Asset Management, Strategic Financial..., Equities, Investment Strategies, Securities, Investment Management, Wealth Management..., Fixed Income, Alternative Investments
Education
Dalhousie University 1972 — 1975
B.Comm., MBA
Kent State University 1968 — 1972
BA
Ritesh Jagtiani's CIBC Wood Gundy Experience January 2010 - February 2011
Job Senior Manager at CIBC
Industry Financial Services
Experience
CIBC Wealth Management August 2015 - Present
CIBC Wealth Management February 2011 - August 2015
CIBC Wood Gundy January 2010 - February 2011
CIBC Wealth Management January 2007 - January 2010
Skills
SDLC, Banking, Business Analysis, Risk Management, Business Process..., Business Requirements, CRM, MS Project, Process Improvement, Analysis, Change Management, Requirements Gathering, Team Leadership, ITIL, IT Management, Access, Vendor Management, Business Strategy, PMO, Project Portfolio..., Requirements Analysis, IT Strategy, Visio, Project Delivery, Managerial Skills, PMP, Business Relationship..., User Acceptance Testing
Education
George Brown College 2006 — 2007
Post Graduate Diploma Certificate, Financial Services Marketing
George Brown College 2004 — 2005
Post Graduate Diploma Certificate, Business Management
University of Mumbai 2000 — 2003
Bachelors of Commerce, Business and Marketing
Jai Hind College 1998 — 2000
Grade 11 and 12, Commerce
Campion School, Mumbai 1988 — 1998
School, Grade 1 to 10
CIBC Wealth Management August 2015 - Present
CIBC Wealth Management February 2011 - August 2015
CIBC Wood Gundy January 2010 - February 2011
CIBC Wealth Management January 2007 - January 2010
Skills
SDLC, Banking, Business Analysis, Risk Management, Business Process..., Business Requirements, CRM, MS Project, Process Improvement, Analysis, Change Management, Requirements Gathering, Team Leadership, ITIL, IT Management, Access, Vendor Management, Business Strategy, PMO, Project Portfolio..., Requirements Analysis, IT Strategy, Visio, Project Delivery, Managerial Skills, PMP, Business Relationship..., User Acceptance Testing
Education
George Brown College 2006 — 2007
Post Graduate Diploma Certificate, Financial Services Marketing
George Brown College 2004 — 2005
Post Graduate Diploma Certificate, Business Management
University of Mumbai 2000 — 2003
Bachelors of Commerce, Business and Marketing
Jai Hind College 1998 — 2000
Grade 11 and 12, Commerce
Campion School, Mumbai 1988 — 1998
School, Grade 1 to 10
John Caucci's CIBC Wood Gundy Experience April 2002 - May 2007
Job Regional Compliance Director at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2007 - Present
CIBC Wood Gundy April 2002 - May 2007
CIBC Investor Services January 1997 - April 2002
Education
Concordia University
RBC Dominion Securities June 2007 - Present
CIBC Wood Gundy April 2002 - May 2007
CIBC Investor Services January 1997 - April 2002
Education
Concordia University
Deepti Ravi, PMP's CIBC Wood Gundy Experience February 2008 - April 2008
Job Sr. PCO Consultant at Scotiabank
Industry Financial Services
Experience
Scotiabank September 2013 - Present
Knowledge First Financial July 2010 - August 2013
Scotiabank August 2008 - June 2010
Labtronics June 2008 - August 2008
Hockey May 2008 - June 2008
CIBC Wood Gundy February 2008 - April 2008
Scotiabank August 2007 - January 2008
Softech Canada February 2007 - August 2007
Skills
User Acceptance Testing, Business Analysis, Requirements Gathering, Test Planning, Quality Center, Test Management, System Testing, Agile Methodologies, Software Quality..., Manual Testing, TFS, MS Project, Defect Tracking, Bugzilla, Test Strategy, Business Intelligence, Regression Testing, Usability Testing, Cognos, Business Objects, Great Plains Software, SQL, PMO, Business Process..., Visual Studio, SSIS, Microsoft CRM, Project Management, Microsoft Office, Crystal Reports, Change Management, Defect Life Cycle, JAD, RUP Methodologies, Full SDLC, Budget Monitoring, Project Coordination, Requirements Management, Project Delivery, Project Planning, Project Control, Microsoft Project, Process Improvement, Quality Assurance, Testing, Unix
Education
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor's, Electrical and Electronics
Scotiabank September 2013 - Present
Knowledge First Financial July 2010 - August 2013
Scotiabank August 2008 - June 2010
Labtronics June 2008 - August 2008
Hockey May 2008 - June 2008
CIBC Wood Gundy February 2008 - April 2008
Scotiabank August 2007 - January 2008
Softech Canada February 2007 - August 2007
Skills
User Acceptance Testing, Business Analysis, Requirements Gathering, Test Planning, Quality Center, Test Management, System Testing, Agile Methodologies, Software Quality..., Manual Testing, TFS, MS Project, Defect Tracking, Bugzilla, Test Strategy, Business Intelligence, Regression Testing, Usability Testing, Cognos, Business Objects, Great Plains Software, SQL, PMO, Business Process..., Visual Studio, SSIS, Microsoft CRM, Project Management, Microsoft Office, Crystal Reports, Change Management, Defect Life Cycle, JAD, RUP Methodologies, Full SDLC, Budget Monitoring, Project Coordination, Requirements Management, Project Delivery, Project Planning, Project Control, Microsoft Project, Process Improvement, Quality Assurance, Testing, Unix
Education
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor's, Electrical and Electronics
Brent Retter's CIBC Wood Gundy Experience 1998 - 2013
Job Vice President, Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns August 2013 - Present
CIBC Wood Gundy 1998 - 2013
Education
Dartmouth College 1994 — 1997
Bachelor of Arts (BA)
BMO Nesbitt Burns August 2013 - Present
CIBC Wood Gundy 1998 - 2013
Education
Dartmouth College 1994 — 1997
Bachelor of Arts (BA)
McElroy Craig's CIBC Wood Gundy Experience May 2005 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy May 2005 - Present
Scotia Capital July 2002 - May 2005
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Advisory, Retirement, Estate Planning, Banking, Investment Management, Financial Services, Mortgage Lending, Equities, Finance, Investment Advisory
Education
Durham College
SPAD
Laurentian University/Université Laurentienne
Sociology
CIBC Wood Gundy May 2005 - Present
Scotia Capital July 2002 - May 2005
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Advisory, Retirement, Estate Planning, Banking, Investment Management, Financial Services, Mortgage Lending, Equities, Finance, Investment Advisory
Education
Durham College
SPAD
Laurentian University/Université Laurentienne
Sociology
Orli Yatziv's CIBC Wood Gundy Experience August 2006 - December 2007
Job Knowledge management
Industry Education Management
Experience
CanadaVisa.com - Campbell Cohen Canadian Immigration Law Firm April 2014 - Present
WWW June 2013 - Present
iLiv April 2011 - February 2013
SYNAPS MANAGEMENT CONSULTING SERVICES August 2010 - April 2011
2008 - 2010 SOLOMON SCHECHTER ACADEMY November 2008 - June 2010
CIBC Wood Gundy August 2006 - December 2007
Skills
Training &..., Training Delivery, English, Creative Problem Solving, Group Collaboration, Application Training, Tech Savvy, Able To Multi-task, Imaginative, Google Docs, Microsoft Excel, Access, Software Documentation, Training, PowerPoint, Microsoft Windows 98, Wordperfect, Photoshop, Leadership, Teaching, Outlook, E-Learning, Technical Writing, Technical Training
Education
Griffith University 2008 — 2009
Masters of Teaching, Education
University of Guelph 1999 — 2003
BA, English and Classical Studies
CanadaVisa.com - Campbell Cohen Canadian Immigration Law Firm April 2014 - Present
WWW June 2013 - Present
iLiv April 2011 - February 2013
SYNAPS MANAGEMENT CONSULTING SERVICES August 2010 - April 2011
2008 - 2010 SOLOMON SCHECHTER ACADEMY November 2008 - June 2010
CIBC Wood Gundy August 2006 - December 2007
Skills
Training &..., Training Delivery, English, Creative Problem Solving, Group Collaboration, Application Training, Tech Savvy, Able To Multi-task, Imaginative, Google Docs, Microsoft Excel, Access, Software Documentation, Training, PowerPoint, Microsoft Windows 98, Wordperfect, Photoshop, Leadership, Teaching, Outlook, E-Learning, Technical Writing, Technical Training
Education
Griffith University 2008 — 2009
Masters of Teaching, Education
University of Guelph 1999 — 2003
BA, English and Classical Studies
Steve Mosier's CIBC Wood Gundy Experience August 1993 - May 1996
Job Trade Floor and Executive Support Technician
Industry Information Technology and Services
Experience
Citibank Canada November 2009 - October 2015
CIBC World Markets (End User Services) January 1999 - January 2008
CIBC World Markets May 1996 - January 1999
CIBC Wood Gundy August 1993 - May 1996
Skills
Software Installation, Vendor Management, Management, Business Analysis, Banking, ITIL, Customer Service, Disaster Recovery, CRM, Active Directory, Relationship Management, Project Management, Portfolio Management, SDLC, Finance, Credit, Equities, Technical Support, Telecommunications, Bloomberg, IT Strategy, Outsourcing, Infrastructure, Capital Markets, Risk Management, Oracle, Hardware, Human Resources, Networking, Analysis, SQL, Market Data, Training
Education
McMaster University 2009 — 2009
Associate's Certificate, Business Analysis
Durham College 1988 — 1992
Diploma, Business Administration - Information Systems
Durham College of Applied Arts & Technology
Diploma, Business Administration, Information Systems
Citibank Canada November 2009 - October 2015
CIBC World Markets (End User Services) January 1999 - January 2008
CIBC World Markets May 1996 - January 1999
CIBC Wood Gundy August 1993 - May 1996
Skills
Software Installation, Vendor Management, Management, Business Analysis, Banking, ITIL, Customer Service, Disaster Recovery, CRM, Active Directory, Relationship Management, Project Management, Portfolio Management, SDLC, Finance, Credit, Equities, Technical Support, Telecommunications, Bloomberg, IT Strategy, Outsourcing, Infrastructure, Capital Markets, Risk Management, Oracle, Hardware, Human Resources, Networking, Analysis, SQL, Market Data, Training
Education
McMaster University 2009 — 2009
Associate's Certificate, Business Analysis
Durham College 1988 — 1992
Diploma, Business Administration - Information Systems
Durham College of Applied Arts & Technology
Diploma, Business Administration, Information Systems
Doran Donovan's CIBC Wood Gundy Experience
Job AIA at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy
Skills
Wealth Management, Investment Strategies, Securities, Account Management, Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Estate Planning, Investment Advisory, Investment Management, Mutual Funds, Retirement, Wealth, ETFs, Financial Planning, Business Planning, Management, Marketing Strategy, Strategic Planning
Education
Dalhousie University 1986 — 1993
MBA, Commerce, Business
CIBC Wood Gundy
Skills
Wealth Management, Investment Strategies, Securities, Account Management, Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Estate Planning, Investment Advisory, Investment Management, Mutual Funds, Retirement, Wealth, ETFs, Financial Planning, Business Planning, Management, Marketing Strategy, Strategic Planning
Education
Dalhousie University 1986 — 1993
MBA, Commerce, Business
Shaun Boersma's CIBC Wood Gundy Experience June 2010 - November 2010
Job Business Analyst at BMO Capital Markets
Industry Information Technology and Services
Experience
BMO Capital Markets April 2013 - Present
CIBC World Markets November 2010 - April 2013
CIBC Wood Gundy June 2010 - November 2010
Swift Trade November 2009 - June 2010
Industry Canada June 2008 - May 2009
Skills
Calypso, Risk Management, Investments, Financial Risk, Economics, Financial Analysis, Team Leadership, Business Analysis, Leadership, Project Planning, Wholesale Banking, Project Management, IT Solutions, P&L Responsibility, Trading Systems, Capital Markets, Derivatives, Interest Rate Swaps
Education
Dalhousie University 2003 — 2009
Masters of Business Administration (MBA), Finance
Dalhousie University
Bachelor of Arts; BA, Philosophy
BMO Capital Markets April 2013 - Present
CIBC World Markets November 2010 - April 2013
CIBC Wood Gundy June 2010 - November 2010
Swift Trade November 2009 - June 2010
Industry Canada June 2008 - May 2009
Skills
Calypso, Risk Management, Investments, Financial Risk, Economics, Financial Analysis, Team Leadership, Business Analysis, Leadership, Project Planning, Wholesale Banking, Project Management, IT Solutions, P&L Responsibility, Trading Systems, Capital Markets, Derivatives, Interest Rate Swaps
Education
Dalhousie University 2003 — 2009
Masters of Business Administration (MBA), Finance
Dalhousie University
Bachelor of Arts; BA, Philosophy
Neil Bruce's CIBC Wood Gundy Experience March 2008 - October 2008
Job Business Development Professional
Industry Marketing and Advertising
Experience
Macquarie Private Wealth April 2012 - August 2012
Harris Sheaffer LLP April 2011 - 2012
BBM Canada 2011 - 2011
Statistics Canada November 2009 - August 2010
CIBC Wood Gundy March 2008 - October 2008
AGF Trust November 2007 - March 2008
Raymond James Ltd. March 2006 - March 2007
GSC-Georgeson Shareholder Communications 2005 - 2005
Yellow Pages Group / Groupe Pages Jaunes – Canada 2000 - 2001
Eurofase Inc. January 1998 - September 1999
Skills
Telemarketing, Project Management, Customer Service, Copywriting, Database Management, Graphic Design, Advertising Management, Marketing Communications, New Business Development, Strategic Communications, Research, Event Management, Corporate Branding, Marketing, Management, Business Development, Email Marketing, Sales, Brochures, Art Direction, Brand Development, Advertising
Education
George Brown College 1978 — 1980
Diploma, Graphic Design
Woburn CI
Macquarie Private Wealth April 2012 - August 2012
Harris Sheaffer LLP April 2011 - 2012
BBM Canada 2011 - 2011
Statistics Canada November 2009 - August 2010
CIBC Wood Gundy March 2008 - October 2008
AGF Trust November 2007 - March 2008
Raymond James Ltd. March 2006 - March 2007
GSC-Georgeson Shareholder Communications 2005 - 2005
Yellow Pages Group / Groupe Pages Jaunes – Canada 2000 - 2001
Eurofase Inc. January 1998 - September 1999
Skills
Telemarketing, Project Management, Customer Service, Copywriting, Database Management, Graphic Design, Advertising Management, Marketing Communications, New Business Development, Strategic Communications, Research, Event Management, Corporate Branding, Marketing, Management, Business Development, Email Marketing, Sales, Brochures, Art Direction, Brand Development, Advertising
Education
George Brown College 1978 — 1980
Diploma, Graphic Design
Woburn CI
Anastasia Pavlyshyn's CIBC Wood Gundy Experience 2007 - 2008
Job Independent Contractor
Industry Oil & Energy
Experience
Self Employed December 2013 - Present
ACDWF August 2009 - Present
Raintree Financial Solutions 2010 - December 2013
Raintree Financial Solutions 2010 - 2010
Raintree Financial Solutions 2010 - 2010
Walton International Group 2008 - 2009
CIBC Wood Gundy 2007 - 2008
Skills
Investments, Compliance, Customer Service, Finance, Insurance, Portfolio Management, Financial Advisory, Private Equity, Business Strategy, Financial Analysis
Education
Grant Macewan College 2001 — 2004
Self Employed December 2013 - Present
ACDWF August 2009 - Present
Raintree Financial Solutions 2010 - December 2013
Raintree Financial Solutions 2010 - 2010
Raintree Financial Solutions 2010 - 2010
Walton International Group 2008 - 2009
CIBC Wood Gundy 2007 - 2008
Skills
Investments, Compliance, Customer Service, Finance, Insurance, Portfolio Management, Financial Advisory, Private Equity, Business Strategy, Financial Analysis
Education
Grant Macewan College 2001 — 2004
Randy Goonada's CIBC Wood Gundy Experience July 2002 - Present
Job Investment Advsior Assistant at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy July 2002 - Present
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Financial Planning, Investment Strategies, Securities, Equities, Asset Management, Investment Advisory, Asset Allocation, Banking, Fixed Income, Retirement Planning, Financial Services, Retirement, Estate Planning, Wealth, Bonds
Education
Concordia University 1998 — 2002
Bachelor of Arts (B.A.), Economics
CIBC Wood Gundy July 2002 - Present
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Financial Planning, Investment Strategies, Securities, Equities, Asset Management, Investment Advisory, Asset Allocation, Banking, Fixed Income, Retirement Planning, Financial Services, Retirement, Estate Planning, Wealth, Bonds
Education
Concordia University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Vince Petrolo's CIBC Wood Gundy Experience October 2012 - Present
Job CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy October 2012 - Present
Macquarie Private Wealth March 2007 - October 2012
CIBC Wood gundy 2001 - 2005
Education
Humber College
Finance and Financial Management Services
st. basils
CIBC Wood Gundy October 2012 - Present
Macquarie Private Wealth March 2007 - October 2012
CIBC Wood gundy 2001 - 2005
Education
Humber College
Finance and Financial Management Services
st. basils
Hart Pollack's CIBC Wood Gundy Experience 2006 - Present
Job Branch Manager, Financial Advisor, CIM, FMA at CIBC Wood Gundy
Industry Financial Services
Experience
Tennis Canada 2012 - Present
CIBC Wood Gundy 2006 - Present
Tennis Canada 2005 - 2007
ScotiaMcLeod March 2003 - April 2006
Merrill Lynch May 2000 - March 2003
Education
Canadian Securities Institute 2003 — 2009
CSC, PFP, WMT
Jacksonville University 1996 — 2000
Business, FInance
Tennis Canada 2012 - Present
CIBC Wood Gundy 2006 - Present
Tennis Canada 2005 - 2007
ScotiaMcLeod March 2003 - April 2006
Merrill Lynch May 2000 - March 2003
Education
Canadian Securities Institute 2003 — 2009
CSC, PFP, WMT
Jacksonville University 1996 — 2000
Business, FInance
Gordon Homer's CIBC Wood Gundy Experience 1971 - 1990
Job President at Gordon J. Homer Advisory Services
Industry Investment Banking
Experience
Gordon J. Homer Advisory Services 2004 - Present
Scotia Capital 1997 - 2004
Gordon J. Homer Inc. 1990 - 1997
CIBC Wood Gundy 1971 - 1990
Skills
Private Equity, Venture Capital, Mergers, Capital Markets, Corporate Finance, Leadership, Business Development, Financial Modeling, Strategy, Board of Directors, Governance, Audit Committee, Human Resources, Non-profit Leadership, Restructuring, Finance, Investment Banking, Executive Management, IPO, Banking
Education
Harvard Business School 1969 — 1971
Master of Business Administration (MBA)
University of Toronto 1965 — 1969
Bachelor of Applied Science (BASc), Industrial Engineering, 1st in Class
Gordon J. Homer Advisory Services 2004 - Present
Scotia Capital 1997 - 2004
Gordon J. Homer Inc. 1990 - 1997
CIBC Wood Gundy 1971 - 1990
Skills
Private Equity, Venture Capital, Mergers, Capital Markets, Corporate Finance, Leadership, Business Development, Financial Modeling, Strategy, Board of Directors, Governance, Audit Committee, Human Resources, Non-profit Leadership, Restructuring, Finance, Investment Banking, Executive Management, IPO, Banking
Education
Harvard Business School 1969 — 1971
Master of Business Administration (MBA)
University of Toronto 1965 — 1969
Bachelor of Applied Science (BASc), Industrial Engineering, 1st in Class
Aron Steinman's CIBC Wood Gundy Experience January 2004 - March 2011
Job Investment Advisor, Vice President at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy January 2004 - March 2011
Education
The University of Western Ontario - Richard Ivey School of Business 1966 — 1968
MBA
McGill University 1963 — 1966
B.Comm
CIBC Wood Gundy January 2004 - March 2011
Education
The University of Western Ontario - Richard Ivey School of Business 1966 — 1968
MBA
McGill University 1963 — 1966
B.Comm
Julie Weeden's CIBC Wood Gundy Experience December 2008 - January 2013
Job Executive Director, CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management January 2013 - Present
CIBC Wood Gundy December 2008 - January 2013
CIBC Wood Gundy January 2006 - November 2007
CIBC Wood Gundy May 2003 - December 2005
Merrill Lynch May 1999 - March 2002
Skills
Retirement, Wealth, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Management, Small Business, Strategy, Wealth Management..., Life Insurance, Financial Planning, Financial Services
Education
Canadian Securities Institute 2013 — 2013
Chartered International Wealth Professional
Canadian Securities Institute 2010 — 2010
Chartered Strategic Wealth Professional
Canadian Securities Institute 2006 — 2006
Life Insurance License
Canadian Securities Institute 2000 — 2002
Certified Financial Planner
Durham College 1991 — 1995
CIBC Private Wealth Management January 2013 - Present
CIBC Wood Gundy December 2008 - January 2013
CIBC Wood Gundy January 2006 - November 2007
CIBC Wood Gundy May 2003 - December 2005
Merrill Lynch May 1999 - March 2002
Skills
Retirement, Wealth, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Management, Small Business, Strategy, Wealth Management..., Life Insurance, Financial Planning, Financial Services
Education
Canadian Securities Institute 2013 — 2013
Chartered International Wealth Professional
Canadian Securities Institute 2010 — 2010
Chartered Strategic Wealth Professional
Canadian Securities Institute 2006 — 2006
Life Insurance License
Canadian Securities Institute 2000 — 2002
Certified Financial Planner
Durham College 1991 — 1995
Rena Pittao's CIBC Wood Gundy Experience October 1997 - May 2009
Job President, Custom Design Coaching
Industry Financial Services
Experience
Custom Design Coaching April 2012 - Present
Canaccord Wealth Management July 2009 - March 2012
CIBC Wood Gundy October 1997 - May 2009
Merrill Lynch Canada 1998 - 2001
Skills
Training, Wealth Management, Coaching, Staff Development, Succession Planning, Business Strategy, Employee Engagement, Performance Management, Leadership Development
Education
Adler School of Professional Coaching 2005 — 2009
ACPC, Executive and Professional Coaching
Sheridan College 1996 — 1997
Diploma- Post Graduate, International Business
King's University College 1992 — 1996
ACS, Administrative and Commercial Studies
Custom Design Coaching April 2012 - Present
Canaccord Wealth Management July 2009 - March 2012
CIBC Wood Gundy October 1997 - May 2009
Merrill Lynch Canada 1998 - 2001
Skills
Training, Wealth Management, Coaching, Staff Development, Succession Planning, Business Strategy, Employee Engagement, Performance Management, Leadership Development
Education
Adler School of Professional Coaching 2005 — 2009
ACPC, Executive and Professional Coaching
Sheridan College 1996 — 1997
Diploma- Post Graduate, International Business
King's University College 1992 — 1996
ACS, Administrative and Commercial Studies
Scott Northey's CIBC Wood Gundy Experience September 1991 - September 1994
Job Operations Officer at The Nunavut Resources Company
Industry Banking
Experience
Nunavut Resources Corporation August 2010 - Present
Camp Temagami March 1999 - Present
Qulliq Energy Corporation October 2011 - January 2014
TD Securities 2003 - November 2008
TD Securities 1996 - 2003
TD Securities 1994 - 1996
CIBC Wood Gundy September 1991 - September 1994
Skills
Loan Origination, Project Finance, Capital Markets, Financial Structuring, Securitization, Management, Strategy, Infrastructure, Structured Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1985 — 1987
MBA
University of Toronto - Victoria University 1980 — 1984
BA, Specialist in Political Science
Nunavut Resources Corporation August 2010 - Present
Camp Temagami March 1999 - Present
Qulliq Energy Corporation October 2011 - January 2014
TD Securities 2003 - November 2008
TD Securities 1996 - 2003
TD Securities 1994 - 1996
CIBC Wood Gundy September 1991 - September 1994
Skills
Loan Origination, Project Finance, Capital Markets, Financial Structuring, Securitization, Management, Strategy, Infrastructure, Structured Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1985 — 1987
MBA
University of Toronto - Victoria University 1980 — 1984
BA, Specialist in Political Science
Carly Libman's CIBC Wood Gundy Experience 2007 - 2008
Job Manager, Corporate and Public Affairs at TD Bank Group
Industry Financial Services
Experience
TD Bank Group February 2011 - Present
TD Waterhouse February 2009 - February 2011
Creststreet Asset Management 2008 - 2009
CIBC Wood Gundy 2007 - 2008
Creststreet Asset Management 2006 - 2007
Word of Mouth PR 2006 - 2006
Skills
Marketing Communications, Internal Communications, Corporate Communications, Communications Planning, Strategic Communications, Media Relations
Education
Humber College
Post-Graduate, Public Relations
Western University
BA, Philosophy
TD Bank Group February 2011 - Present
TD Waterhouse February 2009 - February 2011
Creststreet Asset Management 2008 - 2009
CIBC Wood Gundy 2007 - 2008
Creststreet Asset Management 2006 - 2007
Word of Mouth PR 2006 - 2006
Skills
Marketing Communications, Internal Communications, Corporate Communications, Communications Planning, Strategic Communications, Media Relations
Education
Humber College
Post-Graduate, Public Relations
Western University
BA, Philosophy
Andrew Moffit's CIBC Wood Gundy Experience January 2001 - Present
Job IT Specialist
Industry Financial Services
Experience
Middlesex Condominium Corporation #385 March 2008 - Present
CIBC Wood Gundy January 2001 - Present
Education
Fanshawe College 1999 — 2000
Computer Support Certificate Program, Information Technology
Middlesex Condominium Corporation #385 March 2008 - Present
CIBC Wood Gundy January 2001 - Present
Education
Fanshawe College 1999 — 2000
Computer Support Certificate Program, Information Technology
Kamil Kostrzynski's CIBC Wood Gundy Experience September 2009 - December 2009
Job US Sales Representative at Inline Fiberglass Ltd.
Industry Marketing and Advertising
Experience
Inline Fiberglass Ltd. April 2013 - Present
Inline Fiberglass Ltd. May 2005 - April 2013
CIBC Wood Gundy September 2009 - December 2009
Skills
Marketing, Customer Service, Sales
Education
Humber College 2010 — 2012
Marketing Design Applications
Humber College 2008 — 2010
Marketing Certificate, Marketing
Inline Fiberglass Ltd. April 2013 - Present
Inline Fiberglass Ltd. May 2005 - April 2013
CIBC Wood Gundy September 2009 - December 2009
Skills
Marketing, Customer Service, Sales
Education
Humber College 2010 — 2012
Marketing Design Applications
Humber College 2008 — 2010
Marketing Certificate, Marketing
Ken Manget's CIBC Wood Gundy Experience 1985 - 1986
Job Global Head, Relationship Investing at Ontario Teachers' Pension Plan
Industry Investment Banking
Experience
Ontario Teachers' Pension Plan April 2015 - Present
Ontario Teachers' Pension Plan July 2014 - April 2015
Desjardins Capital Markets January 2010 - May 2014
BMO Capital Markets 2002 - 2009
BMO Capital Markets 1998 - 2002
BMO Capital Markets 1992 - 1998
Bank of America 1988 - 1992
CIBC Wood Gundy 1985 - 1986
Skills
Corporate Finance, Capital Markets, Investment Banking, Private Equity, Valuation, Fixed Income, Venture Capital, Investments, Mergers, Asset Managment, Due Diligence, Financial Modeling, Restructuring, Options, Business Strategy, Equities, Finance, Strategy, Equity Trading, IPO, Structured Finance, Mergers & Acquisitions, Securitization, Corporate Development, Funding, Bonds, Portfolio Management, Hedge Funds
Education
Harvard Business School 1983 — 1985
MBA
University of Toronto 1978 — 1982
BSc, Engineering
Burlington Central High School
Ontario Teachers' Pension Plan April 2015 - Present
Ontario Teachers' Pension Plan July 2014 - April 2015
Desjardins Capital Markets January 2010 - May 2014
BMO Capital Markets 2002 - 2009
BMO Capital Markets 1998 - 2002
BMO Capital Markets 1992 - 1998
Bank of America 1988 - 1992
CIBC Wood Gundy 1985 - 1986
Skills
Corporate Finance, Capital Markets, Investment Banking, Private Equity, Valuation, Fixed Income, Venture Capital, Investments, Mergers, Asset Managment, Due Diligence, Financial Modeling, Restructuring, Options, Business Strategy, Equities, Finance, Strategy, Equity Trading, IPO, Structured Finance, Mergers & Acquisitions, Securitization, Corporate Development, Funding, Bonds, Portfolio Management, Hedge Funds
Education
Harvard Business School 1983 — 1985
MBA
University of Toronto 1978 — 1982
BSc, Engineering
Burlington Central High School
Pamela Churchill, CIM®'s CIBC Wood Gundy Experience 2002 - 2009
Job TD Wealth Advisor, TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Management March 2009 - Present
CIBC Wood Gundy 2002 - 2009
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Financial Advisory, Investments, Finance, Insurance, Wealth Management..., Wealth, Estate Planning, Securities, Bonds, ETFs
Education
The University of Western Ontario - Huron University College
TD Wealth Management March 2009 - Present
CIBC Wood Gundy 2002 - 2009
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Financial Advisory, Investments, Finance, Insurance, Wealth Management..., Wealth, Estate Planning, Securities, Bonds, ETFs
Education
The University of Western Ontario - Huron University College
Jacquelyn Koves's CIBC Wood Gundy Experience September 2005 - December 2005
Job Risk Controls Manager, Card Products Risk Management at CIBC
Industry Banking
Experience
CIBC January 2011 - Present
CIBC August 2007 - February 2011
CIBC Wood Gundy September 2005 - December 2005
Ernst & Young January 2005 - April 2005
Skills
Banking, Financial Modeling, Risk Management, Marketing, Credit Analysis, Credit Risk, Loans, Retail Banking
Education
Dalhousie University 2003 — 2007
BCOMM, Finance
CIBC January 2011 - Present
CIBC August 2007 - February 2011
CIBC Wood Gundy September 2005 - December 2005
Ernst & Young January 2005 - April 2005
Skills
Banking, Financial Modeling, Risk Management, Marketing, Credit Analysis, Credit Risk, Loans, Retail Banking
Education
Dalhousie University 2003 — 2007
BCOMM, Finance
Simon Choy's CIBC Wood Gundy Experience June 2007 - August 2007
Job Entrepreneur
Industry Internet
Experience
ConnectAd Inc. April 2010 - Present
Imperial Chilled Juice June 2009 - August 2009
Weston Forest Products July 2008 - August 2008
CIBC Wood Gundy June 2007 - August 2007
TD Bank Group June 2005 - August 2005
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2010
Honours in Business Administration, Entrepreneurship
Upper Canada College 1996 — 2006
International Baccalaureate
ConnectAd Inc. April 2010 - Present
Imperial Chilled Juice June 2009 - August 2009
Weston Forest Products July 2008 - August 2008
CIBC Wood Gundy June 2007 - August 2007
TD Bank Group June 2005 - August 2005
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2010
Honours in Business Administration, Entrepreneurship
Upper Canada College 1996 — 2006
International Baccalaureate
Claude Bédard's CIBC Wood Gundy Experience September 1999 - June 2006
Job VicePresident at Burgundy Asset Management
Industry Investment Management
Experience
Burgundy Asset Management June 2006 - Present
CIBC Wood Gundy September 1999 - June 2006
First Marathon Securities January 1988 - August 1999
Merrill Lynch Canada June 1979 - November 1987
Skills
Investment Management, Bonds, Equity Valuation, Investment Advisory, Relationship Management, Institutional..., Investment Banking, Retirement Planning, Equity Trading, Derivatives, IPO, Value Investing, Wealth Management...
Education
McGill University 1977 — 1979
MBA, Finance & Accounting
HEC Montréal 1972 — 1975
B.A.A., Marketing
Burgundy Asset Management June 2006 - Present
CIBC Wood Gundy September 1999 - June 2006
First Marathon Securities January 1988 - August 1999
Merrill Lynch Canada June 1979 - November 1987
Skills
Investment Management, Bonds, Equity Valuation, Investment Advisory, Relationship Management, Institutional..., Investment Banking, Retirement Planning, Equity Trading, Derivatives, IPO, Value Investing, Wealth Management...
Education
McGill University 1977 — 1979
MBA, Finance & Accounting
HEC Montréal 1972 — 1975
B.A.A., Marketing
Daniel Cui, MBA, CFA, FRM's CIBC Wood Gundy Experience January 2005 - December 2005
Job Senior Risk Analyst at CIBC
Industry Financial Services
Experience
CIBC March 2014 - Present
CIBC August 2010 - Present
State Street April 2008 - August 2010
Butterfield Fulcrum August 2007 - April 2008
TD Canada Trust August 2006 - August 2007
CIBC Wood Gundy January 2005 - December 2005
Nomura Securities August 1994 - September 1998
Skills
Derivatives, Analysis, Credit, Financial Analysis, Risk, Variances, Excel, Risk Management, Variance Analysis, Market Risk, P&L, Financial Reporting, Fixed Income, Options, Swaps, Reconciliations, Capital Markets, Financial Modeling, Bloomberg, Valuation, Equities, Hedge Funds, Credit Risk
Education
Cranfield University - Cranfield School of Management 2002 — 2003
MBA, Finance
Shanghai Normal University 1987 — 1991
Bacholar of science, Mathematics
CIBC March 2014 - Present
CIBC August 2010 - Present
State Street April 2008 - August 2010
Butterfield Fulcrum August 2007 - April 2008
TD Canada Trust August 2006 - August 2007
CIBC Wood Gundy January 2005 - December 2005
Nomura Securities August 1994 - September 1998
Skills
Derivatives, Analysis, Credit, Financial Analysis, Risk, Variances, Excel, Risk Management, Variance Analysis, Market Risk, P&L, Financial Reporting, Fixed Income, Options, Swaps, Reconciliations, Capital Markets, Financial Modeling, Bloomberg, Valuation, Equities, Hedge Funds, Credit Risk
Education
Cranfield University - Cranfield School of Management 2002 — 2003
MBA, Finance
Shanghai Normal University 1987 — 1991
Bacholar of science, Mathematics
John Allore's CIBC Wood Gundy Experience 2003 - 2005
Job Senior Project Manager, Operations Engineering at RBC Wealth Management
Industry Investment Management
Experience
RBC July 2014 - October 2014
RBC Wealth Management October 2012 - May 2014
CIBC 2006 - September 2012
CIBC Wood Gundy 2003 - 2005
CIBC Wealth Management 2000 - 2003
CIBC Operations and Technology 1999 - 2000
CIBC Wealth Management 1997 - 1999
CIBC Investor's Edge 1996 - 1997
TD Investor Services Division 1994 - 1996
TD Green Line 1994 - 1994
Skills
Equities, Trading, Business Analysis, Online Brokerage, Mobile Applications, Business Requirements, Options, Mutual Funds, Fixed Income, Securities, Market Data, Trading Systems, Wealth Management, Team Leadership, Requirements Gathering, Relationship Management, Vendor Management, Project Delivery, Project Management, PMO, Asset Management, Risk Management, Financial Services, Asset Managment, Investments, Financial Risk, Banking, Problem Solving, Retail Banking, Project Portfolio..., Investment Management, Back Office, SDLC, Management, Coaching, Electronic Trading
Education
University of Windsor 1983 — 1985
Bachelor of Commerce, Finance
The University of Western Ontario - King's University College 1980 — 1983
Bachelor of Arts (BA), Economics
Canadian Securities Institute 1986 — 1992
RBC July 2014 - October 2014
RBC Wealth Management October 2012 - May 2014
CIBC 2006 - September 2012
CIBC Wood Gundy 2003 - 2005
CIBC Wealth Management 2000 - 2003
CIBC Operations and Technology 1999 - 2000
CIBC Wealth Management 1997 - 1999
CIBC Investor's Edge 1996 - 1997
TD Investor Services Division 1994 - 1996
TD Green Line 1994 - 1994
Skills
Equities, Trading, Business Analysis, Online Brokerage, Mobile Applications, Business Requirements, Options, Mutual Funds, Fixed Income, Securities, Market Data, Trading Systems, Wealth Management, Team Leadership, Requirements Gathering, Relationship Management, Vendor Management, Project Delivery, Project Management, PMO, Asset Management, Risk Management, Financial Services, Asset Managment, Investments, Financial Risk, Banking, Problem Solving, Retail Banking, Project Portfolio..., Investment Management, Back Office, SDLC, Management, Coaching, Electronic Trading
Education
University of Windsor 1983 — 1985
Bachelor of Commerce, Finance
The University of Western Ontario - King's University College 1980 — 1983
Bachelor of Arts (BA), Economics
Canadian Securities Institute 1986 — 1992
Victor Medina-Leal F.'s CIBC Wood Gundy Experience 2004 - 2009
Job Integrated wealth management solutions
Industry Investment Management
Experience
Raymond James Ltd. 2009 - Present
CIBC Wood Gundy 2004 - 2009
Skills
Integrated Wealth..., Portfolio Management, Investment Strategies, Retirement Planning, Estate Planning, Insurance
Education
University of Toronto
MA, Political Economy
Graduate Institute of International and Development Studies - Geneva, Switzerland
International Relations and Development
University of Victoria
BA Honours, Philosophy
Financial Planning Standards Council (FPSC)
Certified Financial Planner (CFP)
Canadian Securities Institute
Canadian Investment Manager (CIM); Financial Management Advisor (FMA)
Raymond James Ltd. 2009 - Present
CIBC Wood Gundy 2004 - 2009
Skills
Integrated Wealth..., Portfolio Management, Investment Strategies, Retirement Planning, Estate Planning, Insurance
Education
University of Toronto
MA, Political Economy
Graduate Institute of International and Development Studies - Geneva, Switzerland
International Relations and Development
University of Victoria
BA Honours, Philosophy
Financial Planning Standards Council (FPSC)
Certified Financial Planner (CFP)
Canadian Securities Institute
Canadian Investment Manager (CIM); Financial Management Advisor (FMA)
Luc Grenier's CIBC Wood Gundy Experience Gestionnaire de portefeuilleIA ClaringtonJune 1998 - March 2009
Job Gestionnaire de portefeuille chez CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy Gestionnaire de portefeuilleIA ClaringtonJune 1998 - March 2009
Education
1991 — 1994
BAA, Finance
CIBC Wood Gundy Gestionnaire de portefeuilleIA ClaringtonJune 1998 - March 2009
Education
1991 — 1994
BAA, Finance
Ann Ball, FCSI, FMA's CIBC Wood Gundy Experience April 2004 - January 2007
Job Investment Specialist at Kechnie Investment Services
Industry Investment Management
Experience
Kechnie Investment Services February 2011 - Present
A New View Renovations January 2007 - Present
Run for Life 2009 - June 2013
Argosy Securities September 2009 - October 2010
RBC Dominion Securities January 2007 - August 2008
CIBC Wood Gundy April 2004 - January 2007
Skills
Investments, Wealth Management, Retirement Planning, Wealth, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial..., Insurance, Retirement, Financial Planning, Mortgage Lending, Life Insurance, Derivatives, Analysis, Financial Advisory, Investment Advisory, Registered Disability..., Saving for Education, First Time Home Buyers, Contractors, Decks, Kitchen & Bath Design, Stone Masonary, Commercial and..., Investment Strategies, Asset Management, Finance, Options Strategies, Retirement Plan..., Equities, Bonds, ETFs, GIC, Segregated Funds, Relationship Management, Trading, Credit, Options, Valuation, Wealth Management...
Education
Conestoga College 2000 — 2004
Business Administration - Financial Planning
University of Guelph
Management Economics
Kechnie Investment Services February 2011 - Present
A New View Renovations January 2007 - Present
Run for Life 2009 - June 2013
Argosy Securities September 2009 - October 2010
RBC Dominion Securities January 2007 - August 2008
CIBC Wood Gundy April 2004 - January 2007
Skills
Investments, Wealth Management, Retirement Planning, Wealth, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial..., Insurance, Retirement, Financial Planning, Mortgage Lending, Life Insurance, Derivatives, Analysis, Financial Advisory, Investment Advisory, Registered Disability..., Saving for Education, First Time Home Buyers, Contractors, Decks, Kitchen & Bath Design, Stone Masonary, Commercial and..., Investment Strategies, Asset Management, Finance, Options Strategies, Retirement Plan..., Equities, Bonds, ETFs, GIC, Segregated Funds, Relationship Management, Trading, Credit, Options, Valuation, Wealth Management...
Education
Conestoga College 2000 — 2004
Business Administration - Financial Planning
University of Guelph
Management Economics
Victor Abraham's CIBC Wood Gundy Experience February 2009 - November 2010
Job Facilitator at CIBC Retail & Business Banking
Industry Financial Services
Experience
CIBC Retail & Business Banking November 2010 - Present
CIBC Wood Gundy February 2009 - November 2010
AIC Limited October 2005 - October 2008
Protocol Marketing December 2004 - October 2005
Skills
Training Delivery, Needs Analysis, E-Learning, Coaching, Training, Wealth Management, Workshop Facilitation, Leadership, Financial Services, Customer Service, Banking, Employee Training, Strategic Financial..., Investments, Relationship Management, Team Building, Development, Insurance, Public Speaking, Adult Education, Leadership Development, Credit, Microsoft Office, Portfolio Management, Onboarding, Employee Engagement, Microsoft Excel, PowerPoint, Retail Banking, Captivate, Instructional Design, Team Leadership, Management
Education
George Brown College 1996 — 1999
Community Worker, Social Work
McMaster University
Psychology & Religious Studies
CIBC Retail & Business Banking November 2010 - Present
CIBC Wood Gundy February 2009 - November 2010
AIC Limited October 2005 - October 2008
Protocol Marketing December 2004 - October 2005
Skills
Training Delivery, Needs Analysis, E-Learning, Coaching, Training, Wealth Management, Workshop Facilitation, Leadership, Financial Services, Customer Service, Banking, Employee Training, Strategic Financial..., Investments, Relationship Management, Team Building, Development, Insurance, Public Speaking, Adult Education, Leadership Development, Credit, Microsoft Office, Portfolio Management, Onboarding, Employee Engagement, Microsoft Excel, PowerPoint, Retail Banking, Captivate, Instructional Design, Team Leadership, Management
Education
George Brown College 1996 — 1999
Community Worker, Social Work
McMaster University
Psychology & Religious Studies
Josh Gurza's CIBC Wood Gundy Experience April 2014 - Present
Job Investment Advisor Assistant at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy April 2014 - Present
CIBC Wealth Management May 2012 - March 2014
CIBC Wealth Management December 2010 - May 2012
DOT Integrated Financial May 2009 - August 2009
Skills
Leadership, Insurance, Building Relationships, Management, Social Networking, Negotiation, Asset Management, Time Management, Strategic Communications, CRM, High Organizational..., Conflict Resolution, Client Relations Skills, Customer Service, Customer Satisfaction, Teamwork, Opportunity..., Investments, Financial Services, Wealth Management
Education
Canadian Securities Institute 2011 — 2011
Conducts and Practices
Canadian Securities Institute 2009 — 2010
CSC
Durham College 2009 — 2009
LLQP, Life Insurance License I and II
McMaster University 2005 — 2008
B.A., Anthropology, Peace Studies
CIBC Wood Gundy April 2014 - Present
CIBC Wealth Management May 2012 - March 2014
CIBC Wealth Management December 2010 - May 2012
DOT Integrated Financial May 2009 - August 2009
Skills
Leadership, Insurance, Building Relationships, Management, Social Networking, Negotiation, Asset Management, Time Management, Strategic Communications, CRM, High Organizational..., Conflict Resolution, Client Relations Skills, Customer Service, Customer Satisfaction, Teamwork, Opportunity..., Investments, Financial Services, Wealth Management
Education
Canadian Securities Institute 2011 — 2011
Conducts and Practices
Canadian Securities Institute 2009 — 2010
CSC
Durham College 2009 — 2009
LLQP, Life Insurance License I and II
McMaster University 2005 — 2008
B.A., Anthropology, Peace Studies
bob christopherson's CIBC Wood Gundy Experience 1979 - 1994
Job
Industry Investment Management
Experience
MGI Securities May 2002 - Present
CIBC Wood Gundy 1979 - 1994
Skills
Investments, Capital Markets, Equities, Financial Analysis, Portfolio Management, Negotiation, Investment Banking, Risk Management, Securities, Trading, Mutual Funds, Valuation, Asset Management, Equity Research, Financial Modeling
Education
queens university,kingston ontario 1977 — 1978
masters degree, public admin
Laurentian University/Université Laurentienne 1973 — 1977
B.A. HON, Political Economy
MGI Securities May 2002 - Present
CIBC Wood Gundy 1979 - 1994
Skills
Investments, Capital Markets, Equities, Financial Analysis, Portfolio Management, Negotiation, Investment Banking, Risk Management, Securities, Trading, Mutual Funds, Valuation, Asset Management, Equity Research, Financial Modeling
Education
queens university,kingston ontario 1977 — 1978
masters degree, public admin
Laurentian University/Université Laurentienne 1973 — 1977
B.A. HON, Political Economy
Garfield Li's CIBC Wood Gundy Experience October 2007 - May 2009
Job Senior Manager, Governance & Reporting at CIBC Wealth Management
Industry Banking
Experience
CIBC Wealth Management November 2014 - Present
CIBC April 2013 - October 2014
CIBC May 2012 - March 2013
CIBC June 2009 - May 2012
CIBC Wood Gundy October 2007 - May 2009
CIBC Wood Gundy July 2000 - September 2007
Skills
Risk Management, Wealth Management, Auditing, Training, Presentations, Compliance, Financial Risk, Process Improvement, Program Management, Project Planning, Banking, Reporting & Analysis
Education
York University - Schulich School of Business 1995 — 1999
BBA, Finance
Dalhousie University
CIBC Wealth Management November 2014 - Present
CIBC April 2013 - October 2014
CIBC May 2012 - March 2013
CIBC June 2009 - May 2012
CIBC Wood Gundy October 2007 - May 2009
CIBC Wood Gundy July 2000 - September 2007
Skills
Risk Management, Wealth Management, Auditing, Training, Presentations, Compliance, Financial Risk, Process Improvement, Program Management, Project Planning, Banking, Reporting & Analysis
Education
York University - Schulich School of Business 1995 — 1999
BBA, Finance
Dalhousie University
Natasha Arbon's CIBC Wood Gundy Experience January 2011 - July 2012
Job Executive Assistant CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management April 2013 - Present
Talisker Corporation July 2012 - February 2013
CIBC Wood Gundy January 2011 - July 2012
CIBC Wood Gundy July 2008 - January 2011
VisualSonics October 2007 - July 2008
Telus Mobility 2005 - 2007
Skills
Microsoft Office, Customer Service, Time Management, Asset Management, Project Management
Education
Humber College 2015 — 2019
Bachelor of Interior Design
Georgian College 2001 — 2004
Hospitality and Tourism
Sheridan College 2000 — 2001
Fine Arts
CIBC Asset Management April 2013 - Present
Talisker Corporation July 2012 - February 2013
CIBC Wood Gundy January 2011 - July 2012
CIBC Wood Gundy July 2008 - January 2011
VisualSonics October 2007 - July 2008
Telus Mobility 2005 - 2007
Skills
Microsoft Office, Customer Service, Time Management, Asset Management, Project Management
Education
Humber College 2015 — 2019
Bachelor of Interior Design
Georgian College 2001 — 2004
Hospitality and Tourism
Sheridan College 2000 — 2001
Fine Arts
Kristen Kehoe's CIBC Wood Gundy Experience November 2007 - January 2011
Job Administrative Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod January 2011 - Present
CIBC Wood Gundy November 2007 - January 2011
Custom Electric Ltd March 2006 - November 2007
Skills
Investments, Securities, Wealth, Microsoft Excel, Financial Modeling, Financial Planners
Education
Canadian Securities Institute
CSC, Canadian Securities
Conestoga College
B.Com, Accounting
The University of Western Ontario
Bachelor of Arts, Sociology
ScotiaMcLeod January 2011 - Present
CIBC Wood Gundy November 2007 - January 2011
Custom Electric Ltd March 2006 - November 2007
Skills
Investments, Securities, Wealth, Microsoft Excel, Financial Modeling, Financial Planners
Education
Canadian Securities Institute
CSC, Canadian Securities
Conestoga College
B.Com, Accounting
The University of Western Ontario
Bachelor of Arts, Sociology
Lisa Keshen's CIBC Wood Gundy Experience 2003 - 2005
Job Business Manager at Springdale Dental Centre
Industry Medical Practice
Experience
Springdale Dental Centre September 2009 - Present
Macquarie 2005 - 2011
Blackmont Capital 2005 - 2011
CIBC Wood Gundy 2003 - 2005
Merrill Lynch 1999 - 2003
Merrill Lynch 1997 - 1999
Skills
Wealth Management, Equities, Securities, Investments, Fixed Income, Portfolio Management, Mutual Funds, Financial Services, Investment Advisory, Investment Strategies, Asset Managment, Strategic Planning, Business Planning, Project Management
Education
Humber College
Post Graduate Degree, Public Relations, Advertising, and Applied Communication
York University
Bachelor of Arts (B.A.), Economics
Springdale Dental Centre September 2009 - Present
Macquarie 2005 - 2011
Blackmont Capital 2005 - 2011
CIBC Wood Gundy 2003 - 2005
Merrill Lynch 1999 - 2003
Merrill Lynch 1997 - 1999
Skills
Wealth Management, Equities, Securities, Investments, Fixed Income, Portfolio Management, Mutual Funds, Financial Services, Investment Advisory, Investment Strategies, Asset Managment, Strategic Planning, Business Planning, Project Management
Education
Humber College
Post Graduate Degree, Public Relations, Advertising, and Applied Communication
York University
Bachelor of Arts (B.A.), Economics
Francesca La Morgia's CIBC Wood Gundy Experience September 2006 - Present
Job Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy September 2006 - Present
RBC Dominion Securities March 1992 - September 2006
Skills
Investments, Securities, Fixed Income, Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Estate Planning, Equities, Coordinating Events, Events Coordination, Cooking, Investment Strategies, ETFs, Asset Allocation
Education
Dawson College 1986 — 1989
DEC, Commerce
CIBC Wood Gundy September 2006 - Present
RBC Dominion Securities March 1992 - September 2006
Skills
Investments, Securities, Fixed Income, Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Estate Planning, Equities, Coordinating Events, Events Coordination, Cooking, Investment Strategies, ETFs, Asset Allocation
Education
Dawson College 1986 — 1989
DEC, Commerce
Christopher Antony's CIBC Wood Gundy Experience March 2015 - Present
Job Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy March 2015 - Present
CIBC February 2014 - March 2015
CIBC May 2012 - January 2014
Ministry of Health and Long-Term Care June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, SharePoint, PACER, Highly Detailed, Time Management, Accounting
Education
The University of Western Ontario - King's University College 2008 — 2012
Honours Bachelor of Arts (B.A.), Finance and Social Justice & Peace Studies
CIBC Wood Gundy March 2015 - Present
CIBC February 2014 - March 2015
CIBC May 2012 - January 2014
Ministry of Health and Long-Term Care June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, SharePoint, PACER, Highly Detailed, Time Management, Accounting
Education
The University of Western Ontario - King's University College 2008 — 2012
Honours Bachelor of Arts (B.A.), Finance and Social Justice & Peace Studies
Robert Flander's CIBC Wood Gundy Experience October 1998 - Present
Job investment advisor assistant at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy October 1998 - Present
RBC Dominion Securities September 1997 - October 1998
Skills
Mutual Funds, Wealth Management, Investment Advisory, Investment Strategies, Investments, Securities, Asset Allocation, Equities, Retirement Planning, Fixed Income, Portfolio Management, Investment Management, Bonds, Asset Management, Alternative Investments
Education
Concordia University 1988 — 1992
Bachelor Degree, Specialization Urban Studies
CIBC Wood Gundy October 1998 - Present
RBC Dominion Securities September 1997 - October 1998
Skills
Mutual Funds, Wealth Management, Investment Advisory, Investment Strategies, Investments, Securities, Asset Allocation, Equities, Retirement Planning, Fixed Income, Portfolio Management, Investment Management, Bonds, Asset Management, Alternative Investments
Education
Concordia University 1988 — 1992
Bachelor Degree, Specialization Urban Studies
Ian Von Gertzen-Moberg's CIBC Wood Gundy Experience August 2012 - Present
Job Student at MacEwan University
Industry Investment Banking
Experience
CIBC Wood Gundy August 2012 - Present
Skills
Investments
Education
Grant Macewan University 2009 — 2014
Bachelor of Commerce (BCom), International Business
CIBC Wood Gundy August 2012 - Present
Skills
Investments
Education
Grant Macewan University 2009 — 2014
Bachelor of Commerce (BCom), International Business
Diem (Yemmy) Bui Thi's CIBC Wood Gundy Experience November 2007 - October 2009
Job Project Coordinator at BMO
Industry Financial Services
Experience
BMO January 2010 - January 2013
Scotiabank October 2009 - November 2009
CIBC Wood Gundy November 2007 - October 2009
Shoppers Drug Mart January 2000 - June 2006
Bavarian Auto Service May 1998 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Strategic Planning, Editing
Education
Fanshawe College 2004 — 2007
Business, Management, Marketing, and Related Support Services
BMO January 2010 - January 2013
Scotiabank October 2009 - November 2009
CIBC Wood Gundy November 2007 - October 2009
Shoppers Drug Mart January 2000 - June 2006
Bavarian Auto Service May 1998 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Strategic Planning, Editing
Education
Fanshawe College 2004 — 2007
Business, Management, Marketing, and Related Support Services
Layne Carson Fudge's CIBC Wood Gundy Experience 1990 - 1995
Job Engagement Specialist at AcuityComplete
Industry Accounting
Experience
AcuityComplete February 2015 - Present
Carson Fudge 2000 - Present
CIBC World Markets 1995 - 1999
CIBC Wood Gundy 1990 - 1995
Law Environmental Inc. 1987 - 1990
Skills
Customer Service, Microsoft Office, Payroll, Accounts Payable, Accounts Receivable, Accounting, Invoicing, Credit, Data Entry, Fundraising, Loans, General Ledger, Spreadsheets, Commercial Banking, Microsoft Excel, Microsoft Word
Education
Kennesaw State University 1983 — 1987
Bachelor of Science (BS), Psychology
Kennesaw State University 1983 — 1987
Bachelor's degree, Psychology
AcuityComplete February 2015 - Present
Carson Fudge 2000 - Present
CIBC World Markets 1995 - 1999
CIBC Wood Gundy 1990 - 1995
Law Environmental Inc. 1987 - 1990
Skills
Customer Service, Microsoft Office, Payroll, Accounts Payable, Accounts Receivable, Accounting, Invoicing, Credit, Data Entry, Fundraising, Loans, General Ledger, Spreadsheets, Commercial Banking, Microsoft Excel, Microsoft Word
Education
Kennesaw State University 1983 — 1987
Bachelor of Science (BS), Psychology
Kennesaw State University 1983 — 1987
Bachelor's degree, Psychology
Christina Rajack's CIBC Wood Gundy Experience 1989 - 1992
Job Senior Manager IT Business Performance & Operations at Ontario Teachers' Pension Plan
Industry Information Technology and Services
Experience
Ontario Teachers' Pension Plan 2013 - Present
Ruecker Consulting Corporation 2012 - 2012
WSIB 2004 - 2012
Voice2Text Inc. 2002 - 2004
Fidelity Investments 1993 - 2002
CIBC Wood Gundy 1989 - 1992
Geographic Information Systems/ Cartography (Various) 1979 - 1989
Royal Canadian Mounted Police 1987 - 1987
Skills
Change Management, Vendor Management, IT Service Management, Program Management, Team Leadership, Strategic Planning, ITIL, COBIT, Metrics & Reporting, Process Improvement, Governance, Customer Experience, Service Level Management, Customer Relationship..., Business Analysis, Business Process..., Management, CRM, IT Strategy
Education
The Niagara Institute
Loyalist College
University of Ottawa / Université d'Ottawa
B. Com. Management & Information Systems (attended)
Seneca College of Applied Arts and Technology
University of Quebec
Herzing Institutes
Ontario Teachers' Pension Plan 2013 - Present
Ruecker Consulting Corporation 2012 - 2012
WSIB 2004 - 2012
Voice2Text Inc. 2002 - 2004
Fidelity Investments 1993 - 2002
CIBC Wood Gundy 1989 - 1992
Geographic Information Systems/ Cartography (Various) 1979 - 1989
Royal Canadian Mounted Police 1987 - 1987
Skills
Change Management, Vendor Management, IT Service Management, Program Management, Team Leadership, Strategic Planning, ITIL, COBIT, Metrics & Reporting, Process Improvement, Governance, Customer Experience, Service Level Management, Customer Relationship..., Business Analysis, Business Process..., Management, CRM, IT Strategy
Education
The Niagara Institute
Loyalist College
University of Ottawa / Université d'Ottawa
B. Com. Management & Information Systems (attended)
Seneca College of Applied Arts and Technology
University of Quebec
Herzing Institutes
Olaf Mueller's CIBC Wood Gundy Experience March 2003 - January 2011
Job Senior Wealth Advisor, Director, Wealth Management
Industry Investment Management
Experience
ScotiaMcLeod January 2011 - Present
CIBC Wood Gundy March 2003 - January 2011
Skills
Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Investment Management, Mutual Funds, Retirement Planning, Investments, Asset Management, Portfolio Management, Wealth, Alternative Investments, Wealth Management..., Equities, Estate Planning, Strategic Financial..., High Net Worth..., ETFs, Securities, Retirement
Education
Haskayne School of Business 1997 — 1999
Bachelor of Commerce (B.Com.), Finance, General
ScotiaMcLeod January 2011 - Present
CIBC Wood Gundy March 2003 - January 2011
Skills
Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Investment Management, Mutual Funds, Retirement Planning, Investments, Asset Management, Portfolio Management, Wealth, Alternative Investments, Wealth Management..., Equities, Estate Planning, Strategic Financial..., High Net Worth..., ETFs, Securities, Retirement
Education
Haskayne School of Business 1997 — 1999
Bachelor of Commerce (B.Com.), Finance, General
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
Merrill Edge
Lloyds Banking Group