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
Hyunjoo Kim Hyunjoo Kim's CIBC Wood Gundy Experience July 2012 - September 2013
Job Manager, Corporate Communications
Industry Marketing and Advertising
Experience
D+H October 2013 - Present
CIBC Wood Gundy July 2012 - September 2013
LoyaltyOne (AIR MILES Reward Program) March 2012 - July 2012
Insurance Bureau of Canada│HCAI June 2011 - February 2012
CCH Canadian Ltd. October 2009 - April 2011
CCH Canadian Ltd. March 2008 - October 2009
LexisNexis July 2006 - March 2008
Skills
Marketing Communications, Corporate Communications, Internal Communications, Copy Editing, Editorial, Editing, Copywriting, Proofreading, Newsletters, Content Management, Content Development, Writing, Media Relations, Journalism, Press Releases, Web Content
Education
Ryerson University 2002 — 2006
BA, Journalism
Richmond Hill High School
D+H October 2013 - Present
CIBC Wood Gundy July 2012 - September 2013
LoyaltyOne (AIR MILES Reward Program) March 2012 - July 2012
Insurance Bureau of Canada│HCAI June 2011 - February 2012
CCH Canadian Ltd. October 2009 - April 2011
CCH Canadian Ltd. March 2008 - October 2009
LexisNexis July 2006 - March 2008
Skills
Marketing Communications, Corporate Communications, Internal Communications, Copy Editing, Editorial, Editing, Copywriting, Proofreading, Newsletters, Content Management, Content Development, Writing, Media Relations, Journalism, Press Releases, Web Content
Education
Ryerson University 2002 — 2006
BA, Journalism
Richmond Hill High School
Emily Bahna Emily Bahna's CIBC Wood Gundy Experience August 1995 - August 1997
Job UX Strategy Director
Industry Design
Experience
UX-Shop November 2012 - Present
Centerline Digital December 2013 - November 2014
Duke University January 2004 - April 2013
Carlton Ave August 2002 - January 2004
Pixel Press LLC October 2001 - June 2002
Digitas 1999 - 2001
Jensen & Sun March 1998 - December 1999
CIBC Wood Gundy August 1995 - August 1997
Skills
Information Architecture, Web Design, Google Analytics, Content Strategy, User Interface Design, User Experience, Wordpress, WordPress, Web Content Management, Digital Media, Interaction Design, HTML, Entrepreneurship, CMS, Strategy, Creative Direction, Web Project Management, Digital Strategy, Digital Marketing, Multimedia, Web Analytics, Content Management, Social Media, Blogging, Product Management, Editing, Web Development, User Interface, Usability Testing, Start-ups, E-commerce, SEO, Usability, Adobe Creative Suite, Dreamweaver, User-centered Design, Art Direction, Graphic Design, Flash, Website Development, Brand Development, User Experience Design
Education
International Film Workshops 2002 — 2002
Aegean School for the Fine Arts 1998 — 1998
Parsons School of Design 1995 — 1998
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1993
BA
UX-Shop November 2012 - Present
Centerline Digital December 2013 - November 2014
Duke University January 2004 - April 2013
Carlton Ave August 2002 - January 2004
Pixel Press LLC October 2001 - June 2002
Digitas 1999 - 2001
Jensen & Sun March 1998 - December 1999
CIBC Wood Gundy August 1995 - August 1997
Skills
Information Architecture, Web Design, Google Analytics, Content Strategy, User Interface Design, User Experience, Wordpress, WordPress, Web Content Management, Digital Media, Interaction Design, HTML, Entrepreneurship, CMS, Strategy, Creative Direction, Web Project Management, Digital Strategy, Digital Marketing, Multimedia, Web Analytics, Content Management, Social Media, Blogging, Product Management, Editing, Web Development, User Interface, Usability Testing, Start-ups, E-commerce, SEO, Usability, Adobe Creative Suite, Dreamweaver, User-centered Design, Art Direction, Graphic Design, Flash, Website Development, Brand Development, User Experience Design
Education
International Film Workshops 2002 — 2002
Aegean School for the Fine Arts 1998 — 1998
Parsons School of Design 1995 — 1998
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1993
BA
Ross Rowan-Legg, CFA Ross Rowan-Legg, CFA's CIBC Wood Gundy Experience April 1999 - Present
Job First Vice President, Portfolio Manager, Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy April 1999 - Present
Northern Trust Global Advisors April 1997 - March 1999
Education
CFA Institute 1997 — 2000
Chartered Financial Analyst (CFA) Designation
Queen's University 1993 — 1997
B. Comm, Finance
CIBC Wood Gundy April 1999 - Present
Northern Trust Global Advisors April 1997 - March 1999
Education
CFA Institute 1997 — 2000
Chartered Financial Analyst (CFA) Designation
Queen's University 1993 — 1997
B. Comm, Finance
Colin Myer Colin Myer's CIBC Wood Gundy Experience March 1995 - March 1997
Job AIG
Industry Capital Markets
Experience
AIG August 2012 - Present
FMI October 2010 - August 2012
Nebraska Corn Processing June 2009 - February 2011
Accruit August 2009 - January 2011
42 North May 2002 - October 2010
Republic Financial Corporation 2007 - 2009
Key Global Finance 1999 - 2002
Koch Industries March 1997 - May 1999
CIBC Wood Gundy March 1995 - March 1997
Capstar Partners January 1990 - March 1995
Skills
Project Finance, Tax Credits, Public Private..., Mergers, Debt, Real Estate, Portfolio Management, Investment Banking, Marketing Strategy, Mergers & Acquisitions, Funding, Structured Finance, Capital Markets, Leveraged Finance, Credit, Public/private..., Financial Structuring, Derivatives, Private Equity, Due Diligence, Syndications, Valuation, Corporate Finance, Investments
Education
Middlebury College 1975 — 1979
Bachelor of Arts, Middle Eastern History
Lawrenceville 1970 — 1973
High School, History
AIG August 2012 - Present
FMI October 2010 - August 2012
Nebraska Corn Processing June 2009 - February 2011
Accruit August 2009 - January 2011
42 North May 2002 - October 2010
Republic Financial Corporation 2007 - 2009
Key Global Finance 1999 - 2002
Koch Industries March 1997 - May 1999
CIBC Wood Gundy March 1995 - March 1997
Capstar Partners January 1990 - March 1995
Skills
Project Finance, Tax Credits, Public Private..., Mergers, Debt, Real Estate, Portfolio Management, Investment Banking, Marketing Strategy, Mergers & Acquisitions, Funding, Structured Finance, Capital Markets, Leveraged Finance, Credit, Public/private..., Financial Structuring, Derivatives, Private Equity, Due Diligence, Syndications, Valuation, Corporate Finance, Investments
Education
Middlebury College 1975 — 1979
Bachelor of Arts, Middle Eastern History
Lawrenceville 1970 — 1973
High School, History
Frank Mulé Frank Mulé's CIBC Wood Gundy Experience July 1999 - June 2010
Job Head of Practice Management, Private Client Solutions at Raymond James Ltd.
Industry Banking
Experience
Raymond James Ltd. May 2013 - Present
Scotiabank June 2010 - May 2013
CIBC Wood Gundy July 1999 - June 2010
Toronto Dominion Bank 1990 - 1999
Skills
Relationship Management, Training, Coaching, Financial Services, Mutual Funds, Investments, Succession Planning, Banking, Performance Consulting, Wealth Management, Performance Management, Needs Analysis, Project Management, Organization, Leadership, Reliability, Business Analysis, SDLC, Credit, Team Building, Risk Management, Vendor Management, Retail Banking, Workshop Facilitation, Change Management, Strategic Financial...
Education
Ryerson University 1999 — 2004
Adult Education
York University 1989 — 1994
BA
Ryerson University
Human Resources Management
Raymond James Ltd. May 2013 - Present
Scotiabank June 2010 - May 2013
CIBC Wood Gundy July 1999 - June 2010
Toronto Dominion Bank 1990 - 1999
Skills
Relationship Management, Training, Coaching, Financial Services, Mutual Funds, Investments, Succession Planning, Banking, Performance Consulting, Wealth Management, Performance Management, Needs Analysis, Project Management, Organization, Leadership, Reliability, Business Analysis, SDLC, Credit, Team Building, Risk Management, Vendor Management, Retail Banking, Workshop Facilitation, Change Management, Strategic Financial...
Education
Ryerson University 1999 — 2004
Adult Education
York University 1989 — 1994
BA
Ryerson University
Human Resources Management
Nader Arafat, MBA Nader Arafat, MBA's CIBC Wood Gundy Experience July 2002 - December 2004
Job Director, Program Management, Client Account Management at CIBC Retail & Business Banking
Industry Banking
Experience
CIBC Retail & Business Banking February 2014 - Present
CIBC Technology & Operations May 2013 - February 2014
CIBC Retail & Business Banking July 2010 - May 2013
CIBC Retail Markets January 2006 - June 2010
CIBC Wealth Management January 2005 - December 2005
CIBC Wood Gundy July 2002 - December 2004
Merrill Lynch Canada July 1999 - June 2002
CIBC Finance November 1998 - June 1999
Skills
Project Management, Business Planning, Strategic Planning, Product Development, Business Analysis, Strategy, Program Management, Governance, Management, Change Management, Negotiation, Consulting, Leadership, Business Process..., Risk Management, Business Strategy, Vendor Management, Banking, Financial Services, Management Consulting, Finance, Project Portfolio..., Process Improvement, Portfolio Management, CRM, Cross-functional Team..., PMO
Education
Queen's University 2009 — 2011
MBA, Business and Marketing Strategy
Western University 1993 — 1998
Bachelor of Arts, Honors Economics
CIBC Retail & Business Banking February 2014 - Present
CIBC Technology & Operations May 2013 - February 2014
CIBC Retail & Business Banking July 2010 - May 2013
CIBC Retail Markets January 2006 - June 2010
CIBC Wealth Management January 2005 - December 2005
CIBC Wood Gundy July 2002 - December 2004
Merrill Lynch Canada July 1999 - June 2002
CIBC Finance November 1998 - June 1999
Skills
Project Management, Business Planning, Strategic Planning, Product Development, Business Analysis, Strategy, Program Management, Governance, Management, Change Management, Negotiation, Consulting, Leadership, Business Process..., Risk Management, Business Strategy, Vendor Management, Banking, Financial Services, Management Consulting, Finance, Project Portfolio..., Process Improvement, Portfolio Management, CRM, Cross-functional Team..., PMO
Education
Queen's University 2009 — 2011
MBA, Business and Marketing Strategy
Western University 1993 — 1998
Bachelor of Arts, Honors Economics
Daniel Gariépy's CIBC Wood Gundy Experience 1998 - 2003
Job Executive Assistant
Industry Government Administration
Experience
Office Team/Kelly Services April 2013 - Present
Inmet Mining November 2012 - February 2013
Ministry of Municipal Affairs and Housing November 2011 - November 2012
Community Care Information Management 2009 - 2011
Conservation Review Board 2008 - 2009
Trinity College, University of Toronto 2006 - 2008
Canada Health Infoway 2003 - 2006
CIBC Wood Gundy 1998 - 2003
Skills
Administration, Non-profits, Event Management, Microsoft Office, Budgeting, Fundraising, Volunteer Management, Research, Grants, Coordination, Planning, Healthcare, Analysis, Health, Word, Government Liaison, Event Planning, Funding, Excel, Budgets, Project Planning, Management, New Hire Orientations, Visio, Data Analysis, Interviews, Project Coordination, Government, Employee Training, Process Improvement, Time Management, Training, Employee Relations
Education
McMaster University
English
McMaster University
Office Team/Kelly Services April 2013 - Present
Inmet Mining November 2012 - February 2013
Ministry of Municipal Affairs and Housing November 2011 - November 2012
Community Care Information Management 2009 - 2011
Conservation Review Board 2008 - 2009
Trinity College, University of Toronto 2006 - 2008
Canada Health Infoway 2003 - 2006
CIBC Wood Gundy 1998 - 2003
Skills
Administration, Non-profits, Event Management, Microsoft Office, Budgeting, Fundraising, Volunteer Management, Research, Grants, Coordination, Planning, Healthcare, Analysis, Health, Word, Government Liaison, Event Planning, Funding, Excel, Budgets, Project Planning, Management, New Hire Orientations, Visio, Data Analysis, Interviews, Project Coordination, Government, Employee Training, Process Improvement, Time Management, Training, Employee Relations
Education
McMaster University
English
McMaster University
David Melloy David Melloy's CIBC Wood Gundy Experience January 1976 - Present
Job Investment Advisor, Branch Manager, First VicePresident at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy January 1976 - Present
Skills
Wealth Management, Portfolio Management, Investment Advisory, Financial Planning, Estate Planning, Insurance Planning, Tax Planning
Education
Queen's University 1971 — 1975
Bachelor of Commerce Honors, Bachelor of Commerce
CIBC Wood Gundy January 1976 - Present
Skills
Wealth Management, Portfolio Management, Investment Advisory, Financial Planning, Estate Planning, Insurance Planning, Tax Planning
Education
Queen's University 1971 — 1975
Bachelor of Commerce Honors, Bachelor of Commerce
Wilfred Yung Wilfred Yung's CIBC Wood Gundy Experience November 2007 - March 2010
Job Solution Designer at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon November 2014 - Present
Scotiabank July 2013 - Present
CIBC March 2010 - July 2013
CIBC Wood Gundy November 2007 - March 2010
Scotiabank 2005 - 2007
Canada Computers 2003 - 2007
Infinity Technologies 1998 - 1998
Skills
Business Analysis, Integration, Requirements Gathering, Unix, SDLC, Business Requirements, Risk Management, Management, Project Planning, Leadership, Security, Testing, Vendor Management, Oracle
Education
Ryerson University 2000 — 2005
BComm, Information Technology Management, E-Business Minor
Earl Haig Secondary School
CIBC Mellon November 2014 - Present
Scotiabank July 2013 - Present
CIBC March 2010 - July 2013
CIBC Wood Gundy November 2007 - March 2010
Scotiabank 2005 - 2007
Canada Computers 2003 - 2007
Infinity Technologies 1998 - 1998
Skills
Business Analysis, Integration, Requirements Gathering, Unix, SDLC, Business Requirements, Risk Management, Management, Project Planning, Leadership, Security, Testing, Vendor Management, Oracle
Education
Ryerson University 2000 — 2005
BComm, Information Technology Management, E-Business Minor
Earl Haig Secondary School
Emilie Rosen Emilie Rosen's CIBC Wood Gundy Experience June 2005 - December 2005
Job Operations, marketing and sales leader
Industry Marketing and Advertising
Experience
BDC April 2015 - Present
BDC September 2013 - April 2015
Infomart, a Division of Postmedia Network Inc. July 2013 - September 2013
Accenture February 2012 - December 2012
Emailvision May 2011 - January 2012
Snow Communications Canada September 2009 - April 2011
Intermec Technologies January 2006 - September 2009
CIBC Wood Gundy June 2005 - December 2005
Goodyear Tire and Rubber Company January 2004 - May 2005
The Goodyear Tire & Rubber Company May 2003 - May 2005
Skills
Lead Generation, Email Marketing, Marketing Strategy, Direct Marketing, Marketing Communications, Business Development, Project Management, Leadership, Digital Marketing, Cross-functional Team..., Marketing, Training, Account Management, Sales Process, Key Account Management, Product Marketing, Management, Demand Generation, Online Marketing, Sales Operations, Sales, Campaign Management, French, B2B Marketing, Collaborative Problem..., Multicultural Teams, Dashboard Development
Education
Janson
University of Toronto - Rotman School of Management 2001 — 2001
MBA, Marketing
McGill University 2006 — 2007
Project Management
Rouen Business School 1999 — 2002
MSc, Marketing and International Business
BDC April 2015 - Present
BDC September 2013 - April 2015
Infomart, a Division of Postmedia Network Inc. July 2013 - September 2013
Accenture February 2012 - December 2012
Emailvision May 2011 - January 2012
Snow Communications Canada September 2009 - April 2011
Intermec Technologies January 2006 - September 2009
CIBC Wood Gundy June 2005 - December 2005
Goodyear Tire and Rubber Company January 2004 - May 2005
The Goodyear Tire & Rubber Company May 2003 - May 2005
Skills
Lead Generation, Email Marketing, Marketing Strategy, Direct Marketing, Marketing Communications, Business Development, Project Management, Leadership, Digital Marketing, Cross-functional Team..., Marketing, Training, Account Management, Sales Process, Key Account Management, Product Marketing, Management, Demand Generation, Online Marketing, Sales Operations, Sales, Campaign Management, French, B2B Marketing, Collaborative Problem..., Multicultural Teams, Dashboard Development
Education
Janson
University of Toronto - Rotman School of Management 2001 — 2001
MBA, Marketing
McGill University 2006 — 2007
Project Management
Rouen Business School 1999 — 2002
MSc, Marketing and International Business
Lara Rouse's CIBC Wood Gundy Experience January 2015 - Present
Job Associate Marketing Manager
Industry Financial Services
Experience
CIBC Wood Gundy January 2015 - Present
CIBC Wood Gundy June 2014 - December 2014
Energy@Work Inc. 2011 - May 2014
Skills
Time Management, Project Management, Microsoft Excel, Project Planning, Team Leadership, Event Management, Microsoft Office, Sales, Marketing Strategy
Education
Queen's University 2011 — 2012
Bachelor of Education (B.Ed.), Education
University of Guelph 2005 — 2009
Bachelor of Arts, Honours
CIBC Wood Gundy January 2015 - Present
CIBC Wood Gundy June 2014 - December 2014
Energy@Work Inc. 2011 - May 2014
Skills
Time Management, Project Management, Microsoft Excel, Project Planning, Team Leadership, Event Management, Microsoft Office, Sales, Marketing Strategy
Education
Queen's University 2011 — 2012
Bachelor of Education (B.Ed.), Education
University of Guelph 2005 — 2009
Bachelor of Arts, Honours
Breanna Thirlwall Breanna Thirlwall's CIBC Wood Gundy Experience 2005 - 2006
Job Graphic Designer
Industry Graphic Design
Experience
Blitz 2008 - Present
breannadesigns 2007 - Present
The DATA Group of Companies December 2009 - October 2014
Aquanode New Media Agency May 2009 - November 2009
CIBC Wood Gundy 2005 - 2006
Skills
Graphic Design, Web Design, Adobe Creative Suite, Marketing Communications, Layout, Brand Development, Logo Design, CSS, Visual Communication
Education
Mount Royal University 2005 — 2009
Bachelor of Applied Communications, Electronic Publishing
Blitz 2008 - Present
breannadesigns 2007 - Present
The DATA Group of Companies December 2009 - October 2014
Aquanode New Media Agency May 2009 - November 2009
CIBC Wood Gundy 2005 - 2006
Skills
Graphic Design, Web Design, Adobe Creative Suite, Marketing Communications, Layout, Brand Development, Logo Design, CSS, Visual Communication
Education
Mount Royal University 2005 — 2009
Bachelor of Applied Communications, Electronic Publishing
Elizabeth Gallup Elizabeth Gallup's CIBC Wood Gundy Experience 1989 - 1996
Job Administrative Assistant at HealthPlan Services
Industry Insurance
Experience
HealthPlan Services February 2008 - Present
R.W. Beck 2006 - 2008
Bay Capital 2002 - 2006
Vitality Foodservice, Inc. 2000 - 2001
KPMG 1997 - 1999
CIBC Wood Gundy 1989 - 1996
Skills
Microsoft Office, Administrative Support, Data Entry, Spreadsheets, Invoicing, Scheduling, Word, Excel, PowerPoint, Expenses, Accounts Receivable, Access, Schedules, Databases, Documentation, Calendars, Inventory Management, Administrative..., Human Resources, Process Improvement, Insurance, Employee Relations, Office Administration, Lotus Notes, Concur, Microsoft Excel, Benefits Administration, Workshop Facilitation, Salesforce.com, Visio, Outlook, Calendaring, Microsoft Word, Process Scheduler, Software Documentation, Customer Service, Heavy Calendaring, Budgets, Travel Arrangements, Expense Reports, HRIS, Office Management, Employee Benefits, High Level Of..., Executive Support, Management, Time Management, Leadership, Program Management, Payroll
Education
Royal Business School, Inc. 1984 — 1986
Diploma in Administrative Assistant & Word/Information Processing, Administrative Assistant & Word/Information Processing
Queens College 1982 — 1983
Math, English, Economics, Media History
The Mary Louis Academy 1979 — 1982
HealthPlan Services February 2008 - Present
R.W. Beck 2006 - 2008
Bay Capital 2002 - 2006
Vitality Foodservice, Inc. 2000 - 2001
KPMG 1997 - 1999
CIBC Wood Gundy 1989 - 1996
Skills
Microsoft Office, Administrative Support, Data Entry, Spreadsheets, Invoicing, Scheduling, Word, Excel, PowerPoint, Expenses, Accounts Receivable, Access, Schedules, Databases, Documentation, Calendars, Inventory Management, Administrative..., Human Resources, Process Improvement, Insurance, Employee Relations, Office Administration, Lotus Notes, Concur, Microsoft Excel, Benefits Administration, Workshop Facilitation, Salesforce.com, Visio, Outlook, Calendaring, Microsoft Word, Process Scheduler, Software Documentation, Customer Service, Heavy Calendaring, Budgets, Travel Arrangements, Expense Reports, HRIS, Office Management, Employee Benefits, High Level Of..., Executive Support, Management, Time Management, Leadership, Program Management, Payroll
Education
Royal Business School, Inc. 1984 — 1986
Diploma in Administrative Assistant & Word/Information Processing, Administrative Assistant & Word/Information Processing
Queens College 1982 — 1983
Math, English, Economics, Media History
The Mary Louis Academy 1979 — 1982
Edward Nash Edward Nash's CIBC Wood Gundy Experience January 1995 - December 1996
Job Principal at Fredette, Nash & Co.
Industry Investment Management
Experience
Fredette, Nash & Co. March 2013 - Present
Prostate Cancer Canada November 2012 - February 2013
CIBC May 2010 - October 2012
CIBC World Markets July 2009 - October 2012
CIBC World Markets June 2005 - June 2009
CIBC September 2003 - May 2005
CIBC World Markets October 2001 - September 2003
CIBC World Markets June 2000 - October 2001
CIBC World Markets January 1997 - May 2000
CIBC Wood Gundy January 1995 - December 1996
Skills
Mergers & Acquisitions, Corporate Development, Equities, Strategy, Private Equity, Finance, Investment Banking, Capital Markets, Mergers, Corporate Finance, Financial Modeling, LBO, Valuation, Due Diligence, Venture Capital, Financial Services, Investments, Business Strategy, M&A experience, Risk Management, Restructuring, Portfolio Management, Asset Management, Fixed Income, Emerging Markets, Hedge Funds, Equity Research, Private Placements, Business Valuation, Investor Relations, Alternative Investments, Financial Structuring, IPO, Structured Finance, Leveraged Finance, Capital, Divestitures, Derivatives, Project Finance
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, finance & strategic management
University of Pennsylvania 1989 — 1991
MA, international studies
Chartered Professional Accountants Ontario (originally SMAO) 1985 — 1988
CPA, CMA, management accounting
Queen's University 1981 — 1985
B. Comm., commerce & liberal arts
Fredette, Nash & Co. March 2013 - Present
Prostate Cancer Canada November 2012 - February 2013
CIBC May 2010 - October 2012
CIBC World Markets July 2009 - October 2012
CIBC World Markets June 2005 - June 2009
CIBC September 2003 - May 2005
CIBC World Markets October 2001 - September 2003
CIBC World Markets June 2000 - October 2001
CIBC World Markets January 1997 - May 2000
CIBC Wood Gundy January 1995 - December 1996
Skills
Mergers & Acquisitions, Corporate Development, Equities, Strategy, Private Equity, Finance, Investment Banking, Capital Markets, Mergers, Corporate Finance, Financial Modeling, LBO, Valuation, Due Diligence, Venture Capital, Financial Services, Investments, Business Strategy, M&A experience, Risk Management, Restructuring, Portfolio Management, Asset Management, Fixed Income, Emerging Markets, Hedge Funds, Equity Research, Private Placements, Business Valuation, Investor Relations, Alternative Investments, Financial Structuring, IPO, Structured Finance, Leveraged Finance, Capital, Divestitures, Derivatives, Project Finance
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, finance & strategic management
University of Pennsylvania 1989 — 1991
MA, international studies
Chartered Professional Accountants Ontario (originally SMAO) 1985 — 1988
CPA, CMA, management accounting
Queen's University 1981 — 1985
B. Comm., commerce & liberal arts
Tib Veres Tib Veres's CIBC Wood Gundy Experience December 2011 - September 2012
Job Senior Production Application Support Analyst at CIBC
Industry Financial Services
Experience
CIBC - Private Wealth CPIC, CGAM, CAMI September 2012 - Present
CIBC Wood Gundy December 2011 - September 2012
CSI Global Education Inc. November 2010 - May 2011
Starshot Ventures November 2011 - 2011
Select Precast April 2010 - August 2010
Guayaca Financial Services July 2007 - November 2009
Skills
Project Management, SDLC, Strategic Planning, Business Analysis, Team Leadership, Financial Analysis, Risk Management, Change Management, Microsoft Office, Management, Business Process, Software Documentation, Analysis, SharePoint, Sales, Business Requirements, Access, Vendor Management, Process Improvement, CRM, Training, Visio, Program Management, Leadership, Project Portfolio..., Project Planning, Strategy
Education
Ryerson University 2003 — 2007
Business Commerce, Management, IT, Law
CIBC - Private Wealth CPIC, CGAM, CAMI September 2012 - Present
CIBC Wood Gundy December 2011 - September 2012
CSI Global Education Inc. November 2010 - May 2011
Starshot Ventures November 2011 - 2011
Select Precast April 2010 - August 2010
Guayaca Financial Services July 2007 - November 2009
Skills
Project Management, SDLC, Strategic Planning, Business Analysis, Team Leadership, Financial Analysis, Risk Management, Change Management, Microsoft Office, Management, Business Process, Software Documentation, Analysis, SharePoint, Sales, Business Requirements, Access, Vendor Management, Process Improvement, CRM, Training, Visio, Program Management, Leadership, Project Portfolio..., Project Planning, Strategy
Education
Ryerson University 2003 — 2007
Business Commerce, Management, IT, Law
Gord Wimble Gord Wimble's CIBC Wood Gundy Experience January 2013 - Present
Job Retired Branch Mgr. at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy January 2013 - Present
IIROC / IDA / IIAC / WSE January 1985 - December 2012
CIBC Wood Gundy December 1984 - December 2012
Wood Gundy January 1979 - December 1984
Wood Gundy December 1976 - January 1979
Skills
retired layabout, old time financial..., Fixed Income, Investment Advisory, Wealth Management, Mutual Funds, Portfolio Management, Investments, Investment Strategies, Securities, Financial Planning, Asset Management, Asset Allocation, Valuation, FX Options, Bloomberg, Strategy
Education
McGill University 1973 — 1976
Bachelor of Commerce (BCom), Finance, General
Vanier College 1971 — 2012
Pure and Applied Science
St James Collegiate - Winnipeg 1969 — 1971
CIBC Wood Gundy January 2013 - Present
IIROC / IDA / IIAC / WSE January 1985 - December 2012
CIBC Wood Gundy December 1984 - December 2012
Wood Gundy January 1979 - December 1984
Wood Gundy December 1976 - January 1979
Skills
retired layabout, old time financial..., Fixed Income, Investment Advisory, Wealth Management, Mutual Funds, Portfolio Management, Investments, Investment Strategies, Securities, Financial Planning, Asset Management, Asset Allocation, Valuation, FX Options, Bloomberg, Strategy
Education
McGill University 1973 — 1976
Bachelor of Commerce (BCom), Finance, General
Vanier College 1971 — 2012
Pure and Applied Science
St James Collegiate - Winnipeg 1969 — 1971
Mark Scott, CA, CFP, CIM Mark Scott, CA, CFP, CIM's CIBC Wood Gundy Experience May 2010 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy May 2010 - Present
WBLI Chartered Accountants January 2007 - April 2010
WBLI Chartered Accountants January 2007 - April 2010
Skills
Investment Advice, Tax Planning, Estate Planning, Personal Financial..., Portfolio Management, Risk Management, Financial Planners, Financial Advisory, Retirement, Investments, Mortgage Lending, Mutual Funds, Tax, Strategic Financial..., Financial Risk, Asset Allocation, Accounting
Education
Canadian Securities Institute 2010 — 2012
Chartered Investment Manager, Portfolio Management
Financial Planning Standards Council 2010 — 2011
Certified Financial Planner, Financial Planning
Atlantic School of Chartered Accountants 2008 — 2009
Chartered Accountant, Accounting
Saint Mary's University 2001 — 2006
Commerce, Accounting/Finance
Queen Elizabeth High School 1999 — 2001
CIBC Wood Gundy May 2010 - Present
WBLI Chartered Accountants January 2007 - April 2010
WBLI Chartered Accountants January 2007 - April 2010
Skills
Investment Advice, Tax Planning, Estate Planning, Personal Financial..., Portfolio Management, Risk Management, Financial Planners, Financial Advisory, Retirement, Investments, Mortgage Lending, Mutual Funds, Tax, Strategic Financial..., Financial Risk, Asset Allocation, Accounting
Education
Canadian Securities Institute 2010 — 2012
Chartered Investment Manager, Portfolio Management
Financial Planning Standards Council 2010 — 2011
Certified Financial Planner, Financial Planning
Atlantic School of Chartered Accountants 2008 — 2009
Chartered Accountant, Accounting
Saint Mary's University 2001 — 2006
Commerce, Accounting/Finance
Queen Elizabeth High School 1999 — 2001
Carter Whitehead's CIBC Wood Gundy Experience March 2011 - Present
Job Financial Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy March 2011 - Present
Renmark Financial October 2010 - March 2011
Sabre Apparel January 2010 - February 2011
Bloom Burton & Co. June 2009 - August 2009
Skills
Wealth Management, Financial Analysis, Financial Modeling, Mutual Funds, Management, Portfolio Management, Investments, Market Research, Marketing Strategy, Finance, Marketing
Education
Queen's University 2006 — 2010
BComm, Finance/ Marketing
CIBC Wood Gundy March 2011 - Present
Renmark Financial October 2010 - March 2011
Sabre Apparel January 2010 - February 2011
Bloom Burton & Co. June 2009 - August 2009
Skills
Wealth Management, Financial Analysis, Financial Modeling, Mutual Funds, Management, Portfolio Management, Investments, Market Research, Marketing Strategy, Finance, Marketing
Education
Queen's University 2006 — 2010
BComm, Finance/ Marketing
Anastasia Kucey Anastasia Kucey's CIBC Wood Gundy Experience May 2008 - August 2008
Job Account Executive, Client Development at The Marketing Store
Industry Marketing and Advertising
Experience
The Marketing Store July 2013 - Present
The Marketing Store January 2011 - July 2013
The Marketing Store October 2010 - January 2011
CIBC Wood Gundy May 2008 - August 2008
CIBC Wood Gundy July 2006 - August 2006
Skills
Marketing Communications, Digital Marketing, Marketing Strategy, Social Media Marketing, Market Research, Email Marketing, Social Media, Advertising, Marketing, Marketing Research, Online Advertising, Brand Management, Integrated Marketing, Management
Education
Queen's University 2006 — 2010
B. Comm
Appleby College 2000 — 2006
The Marketing Store July 2013 - Present
The Marketing Store January 2011 - July 2013
The Marketing Store October 2010 - January 2011
CIBC Wood Gundy May 2008 - August 2008
CIBC Wood Gundy July 2006 - August 2006
Skills
Marketing Communications, Digital Marketing, Marketing Strategy, Social Media Marketing, Market Research, Email Marketing, Social Media, Advertising, Marketing, Marketing Research, Online Advertising, Brand Management, Integrated Marketing, Management
Education
Queen's University 2006 — 2010
B. Comm
Appleby College 2000 — 2006
Katherine E Rebelo's CIBC Wood Gundy Experience May 2014 - Present
Job Sales Assistant CIBC Wood Gundy
Industry Retail
Experience
CIBC Wood Gundy May 2014 - Present
SIR Corp April 2013 - May 2014
Victoria's Secret January 2012 - March 2013
Crate & Barrel May 2011 - January 2012
Sephora May 2009 - August 2010
The Body Shop May 2008 - August 2008
The Ambassador Hotel and Conference Centre September 2004 - August 2007
Skills
Merchandising, Retail, Visual Merchandising, Store Management, Time Management, Microsoft Office, Marketing, Customer Service, Sales, Management, Sales Management, Inventory Management, Loss Prevention, Public Relations, Apple Macintosh, Retail Sales, Customer Experience, Teamwork, Inventory Control
Education
Ryerson University 2007 — 2012
Bachelor of Commerce Degree- School of Retail Management, Retail Management
Ryerson University 2007 — 2012
Bachelor of Commerce (BCom), Retail Management and Communications
HOLY CROSS CATHOLIC SECONDARY SCHOOL 2004 — 2007
CIBC Wood Gundy May 2014 - Present
SIR Corp April 2013 - May 2014
Victoria's Secret January 2012 - March 2013
Crate & Barrel May 2011 - January 2012
Sephora May 2009 - August 2010
The Body Shop May 2008 - August 2008
The Ambassador Hotel and Conference Centre September 2004 - August 2007
Skills
Merchandising, Retail, Visual Merchandising, Store Management, Time Management, Microsoft Office, Marketing, Customer Service, Sales, Management, Sales Management, Inventory Management, Loss Prevention, Public Relations, Apple Macintosh, Retail Sales, Customer Experience, Teamwork, Inventory Control
Education
Ryerson University 2007 — 2012
Bachelor of Commerce Degree- School of Retail Management, Retail Management
Ryerson University 2007 — 2012
Bachelor of Commerce (BCom), Retail Management and Communications
HOLY CROSS CATHOLIC SECONDARY SCHOOL 2004 — 2007
Mahamad Azizudin Mahamad Azizudin's CIBC Wood Gundy Experience 1988 - 1996
Job Fund Accountant
Industry Investment Banking
Experience
State Street Alternative Investment Solutions May 2007 - Present
Bunge 2004 - 2006
Bank of Tokyo-Mitsubishi UFJ February 1998 - May 2002
TD August 1996 - September 1998
CIBC Wood Gundy 1988 - 1996
National Bank of Canada 1986 - 1989
Skills
Microsoft Office, Strategic Planning, Accounting, Financial Analysis, Financial Reporting, Banking, Investments, Account Reconciliation, Auditing, Financial Accounting, Equities, Finance, Hedge Funds, General Ledger, Bloomberg, Fund Administration, Alternative Investments, Process Improvement, Fixed Income, Derivatives, Mutual Funds, Financial Statements, Fund Accounting, Securities, Settlement, Securities Lending, Back Office, Swaps, Bank Reconciliation, DTC, Fund Of Funds, Corporate Actions
Education
Ryerson University
Business/Commerce, General
State Street Alternative Investment Solutions May 2007 - Present
Bunge 2004 - 2006
Bank of Tokyo-Mitsubishi UFJ February 1998 - May 2002
TD August 1996 - September 1998
CIBC Wood Gundy 1988 - 1996
National Bank of Canada 1986 - 1989
Skills
Microsoft Office, Strategic Planning, Accounting, Financial Analysis, Financial Reporting, Banking, Investments, Account Reconciliation, Auditing, Financial Accounting, Equities, Finance, Hedge Funds, General Ledger, Bloomberg, Fund Administration, Alternative Investments, Process Improvement, Fixed Income, Derivatives, Mutual Funds, Financial Statements, Fund Accounting, Securities, Settlement, Securities Lending, Back Office, Swaps, Bank Reconciliation, DTC, Fund Of Funds, Corporate Actions
Education
Ryerson University
Business/Commerce, General
Cheryl (Soper) Goode Cheryl (Soper) Goode's CIBC Wood Gundy Experience February 1985 - December 1990
Job Legal Assistant at Hunton & Williams LLP
Industry Law Practice
Experience
Hunton & Williams LLP June 2006 - Present
Wachovia Securities / First Union Securities / Wheat First Butcher Singer October 1993 - April 2006
Chemical Bank December 1990 - October 1993
CIBC Wood Gundy February 1985 - December 1990
Education
Pace University 1986 — 1987
College of Staten Island (CUNY) 1982 — 1985
Associate of Arts and Sciences (AAS)
Tottenville High
Tottenville High
Tottenville High
Hunton & Williams LLP June 2006 - Present
Wachovia Securities / First Union Securities / Wheat First Butcher Singer October 1993 - April 2006
Chemical Bank December 1990 - October 1993
CIBC Wood Gundy February 1985 - December 1990
Education
Pace University 1986 — 1987
College of Staten Island (CUNY) 1982 — 1985
Associate of Arts and Sciences (AAS)
Tottenville High
Tottenville High
Tottenville High
Nancy Pujol Nancy Pujol's CIBC Wood Gundy Experience 2006 - 2007
Job GO Transit (Metrolinx)
Industry Public Policy
Experience
GO Transit May 2015 - Present
Metrolinx July 2013 - Present
YWCA Toronto 2009 - July 2013
Pine River Institute 2007 - 2009
CIBC Wood Gundy 2006 - 2007
CIBC Wealth Management 2003 - 2006
Teknion 2000 - 2002
Skills
Office Management, Budget Monitoring, Outstanding time..., Resourceful..., Budget Forecasts, Microsoft Excel, Exceptional People..., Office Administration, Time Management, Public Policy, Research
Education
Ryerson University 2012 — 2014
Post-Baccalaureate Certificate (in progress), Public Administration and Leadership
University of Toronto 1997 — 2001
Honours Bachelor of Arts, Political Science
GO Transit May 2015 - Present
Metrolinx July 2013 - Present
YWCA Toronto 2009 - July 2013
Pine River Institute 2007 - 2009
CIBC Wood Gundy 2006 - 2007
CIBC Wealth Management 2003 - 2006
Teknion 2000 - 2002
Skills
Office Management, Budget Monitoring, Outstanding time..., Resourceful..., Budget Forecasts, Microsoft Excel, Exceptional People..., Office Administration, Time Management, Public Policy, Research
Education
Ryerson University 2012 — 2014
Post-Baccalaureate Certificate (in progress), Public Administration and Leadership
University of Toronto 1997 — 2001
Honours Bachelor of Arts, Political Science
Valerie Eisen, JD, MBA, BScH Valerie Eisen, JD, MBA, BScH's CIBC Wood Gundy Experience June 2012 - August 2012
Job StudentatLaw at Fasken Martineau DuMoulin
Industry Law Practice
Experience
Fasken Martineau DuMoulin July 2015 - Present
Fasken Martineau DuMoulin May 2014 - August 2014
Tricolour Venture Fund January 2014 - April 2014
CIBC Wood Gundy June 2012 - August 2012
Layda's Yummies Inc. May 2011 - August 2011
Queen's University Department of Chemistry May 2010 - August 2010
Skills
Analysis, Data Analysis, Research, PowerPoint, Microsoft Office, Time Management, Organic Chemistry, Public Speaking, Team Leadership, Market Research, Leadership, Editing, Legal Writing
Education
Queen's University 2013 — 2014
Master of Business Administration (M.B.A.), Specialization in Entrepreneurship and Innovation
Queen's University 2011 — 2014
Juris Doctor
Queen's University 2006 — 2011
Honours Bachelor of Science (BScH), Chemistry
Havergal College
Fasken Martineau DuMoulin July 2015 - Present
Fasken Martineau DuMoulin May 2014 - August 2014
Tricolour Venture Fund January 2014 - April 2014
CIBC Wood Gundy June 2012 - August 2012
Layda's Yummies Inc. May 2011 - August 2011
Queen's University Department of Chemistry May 2010 - August 2010
Skills
Analysis, Data Analysis, Research, PowerPoint, Microsoft Office, Time Management, Organic Chemistry, Public Speaking, Team Leadership, Market Research, Leadership, Editing, Legal Writing
Education
Queen's University 2013 — 2014
Master of Business Administration (M.B.A.), Specialization in Entrepreneurship and Innovation
Queen's University 2011 — 2014
Juris Doctor
Queen's University 2006 — 2011
Honours Bachelor of Science (BScH), Chemistry
Havergal College
Jeff Chorlton Jeff Chorlton's CIBC Wood Gundy Experience 2003 - 2004
Job CEO at Flexserv
Industry Executive Office
Experience
Flexserv April 2011 - Present
North York Family Health Team October 2013 - Present
Big Brothers Big Sisters of Canada July 2014 - June 2015
Big Brothers Big Sisters of Canada July 2008 - June 2015
Beacon Management Solutions Corporation 1999 - October 2013
Presidents of Enterprising Organizations (PEO) 2008 - 2009
Enstream ( Wireless Payment Services) 2005 - 2007
CIBC Wood Gundy 2003 - 2004
DSET 2000 - 2001
Northgate Arinso (NGA) (formerly Argus) 1999 - 2000
Skills
Flexsourcing, Business Strategy, Business Development, Entrepreneurship, Corporate Services, Operations Management, Human Capital Management, Accounting, IT Service Management, IT Management, IT Strategy, IT Governance, IT Operations, Project Management, Consulting, Governance, Team Leadership, Management Consulting, Integration, Management, Strategic Planning, Human Resources, Enterprise Software, Start-ups, Program Management, Executive Management, Strategic Partnerships, Business Planning, Change Management, CRM, Leadership, Policy, Business Process..., Business Analysis, Organizational..., Leadership Development, Analysis, Project Planning, Risk Management
Education
McGill University 1985 — 1989
MBA
McGill University 1981 — 1985
B.Eng, Electrical Engineering
Edinburgh
Flexserv April 2011 - Present
North York Family Health Team October 2013 - Present
Big Brothers Big Sisters of Canada July 2014 - June 2015
Big Brothers Big Sisters of Canada July 2008 - June 2015
Beacon Management Solutions Corporation 1999 - October 2013
Presidents of Enterprising Organizations (PEO) 2008 - 2009
Enstream ( Wireless Payment Services) 2005 - 2007
CIBC Wood Gundy 2003 - 2004
DSET 2000 - 2001
Northgate Arinso (NGA) (formerly Argus) 1999 - 2000
Skills
Flexsourcing, Business Strategy, Business Development, Entrepreneurship, Corporate Services, Operations Management, Human Capital Management, Accounting, IT Service Management, IT Management, IT Strategy, IT Governance, IT Operations, Project Management, Consulting, Governance, Team Leadership, Management Consulting, Integration, Management, Strategic Planning, Human Resources, Enterprise Software, Start-ups, Program Management, Executive Management, Strategic Partnerships, Business Planning, Change Management, CRM, Leadership, Policy, Business Process..., Business Analysis, Organizational..., Leadership Development, Analysis, Project Planning, Risk Management
Education
McGill University 1985 — 1989
MBA
McGill University 1981 — 1985
B.Eng, Electrical Engineering
Edinburgh
Blake Dalton Blake Dalton's CIBC Wood Gundy Experience 2001 - 2004
Job Director, Wealth Management, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP January 2014 - Present
Macquarie Private Wealth January 2010 - December 2013
Blackmont Capital December 2004 - December 2009
CIBC Wood Gundy 2001 - 2004
Merrill Lynch Canada 1998 - 2001
Midland Walwyn 1997 - 1998
Skills
Wealth Management..., Retirement Planning, Wealth, Securities, Investments, Wealth Management, Asset Management, Leadership, Equities, Accounting, Portfolio Management, Investment Advisory, Strategic Financial..., Mutual Funds, Financial Planning, Financial Analysis, Finance, Investment Strategies, Financial Advisory
Education
Queen's University 1988 — 1992
BAH, Economics and English
Richardson GMP January 2014 - Present
Macquarie Private Wealth January 2010 - December 2013
Blackmont Capital December 2004 - December 2009
CIBC Wood Gundy 2001 - 2004
Merrill Lynch Canada 1998 - 2001
Midland Walwyn 1997 - 1998
Skills
Wealth Management..., Retirement Planning, Wealth, Securities, Investments, Wealth Management, Asset Management, Leadership, Equities, Accounting, Portfolio Management, Investment Advisory, Strategic Financial..., Mutual Funds, Financial Planning, Financial Analysis, Finance, Investment Strategies, Financial Advisory
Education
Queen's University 1988 — 1992
BAH, Economics and English
Natasha Fauque, CFA Natasha Fauque, CFA's CIBC Wood Gundy Experience July 1994 - May 2006
Job Gestionnaire Privée Gestion Privée Desjardins / Private Wealth Manager Desjardins Private Management
Industry Banking
Experience
Desjardins September 2007 - Present
CIBC Wood Gundy July 1994 - May 2006
Skills
Investments, Portfolio Management, Wealth Management, Financial Planning, Mutual Funds, Banking
Education
McGill University 1988 — 1991
Bachelor of Commerce, International Business
Desjardins September 2007 - Present
CIBC Wood Gundy July 1994 - May 2006
Skills
Investments, Portfolio Management, Wealth Management, Financial Planning, Mutual Funds, Banking
Education
McGill University 1988 — 1991
Bachelor of Commerce, International Business
Lucien Misiak Lucien Misiak's CIBC Wood Gundy Experience September 1994 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy September 1994 - Present
Toronto Dominion Bank May 1986 - February 1994
Skills
Investments, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Wealth, ETFs, Securities, Strategic Financial..., Asset Allocation, Fixed Income, Options, Asset Management, Finance, Financial Services, Alternative Investments, Banking, Financial Markets, Financial Planners, Valuation, High Net Worth..., Investment Banking, Bonds, Estate Planning, Trading, Equities, Hedge Funds, Equity Research, Financial Advisory, Portfolio Management, Capital Markets, Investment Management
Education
McMaster University 2001 — 2004
B.Comm, Commerce
Ryerson University 1976 — 1979
Bachelor Technology, B.Tech
CIBC Wood Gundy September 1994 - Present
Toronto Dominion Bank May 1986 - February 1994
Skills
Investments, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Wealth, ETFs, Securities, Strategic Financial..., Asset Allocation, Fixed Income, Options, Asset Management, Finance, Financial Services, Alternative Investments, Banking, Financial Markets, Financial Planners, Valuation, High Net Worth..., Investment Banking, Bonds, Estate Planning, Trading, Equities, Hedge Funds, Equity Research, Financial Advisory, Portfolio Management, Capital Markets, Investment Management
Education
McMaster University 2001 — 2004
B.Comm, Commerce
Ryerson University 1976 — 1979
Bachelor Technology, B.Tech
Dan Saikaley Dan Saikaley's CIBC Wood Gundy Experience May 1998 - Present
Job Investment Advisor at CIBC Wood Gundy CPA, CA, CIM, CFP, EPC
Industry Investment Management
Experience
CIBC Wood Gundy May 1998 - Present
Dan Saikaley, CA 1984 - 2009
KPMG LLP September 1982 - May 1998
Skills
Financial Planning, Investments, Risk Management, Wealth Management, Estate Planning, Tax, Insurance, Retirement Planning, Succession Planning, Hedge Funds, Estate Administration, Investment Strategies, Asset Allocation, ETFs, Alternative Investments, High Net Worth..., Life Insurance, Strategic Financial..., Wealth, Finance, Investment Advisory, Mutual Funds, Financial Planners, Investment Management, Financial Advisory, Securities, Asset Management, Retirement, Equities, Portfolio Management, Wealth Management..., Bonds, Fixed Income, Financial Services, Management, Financial Modeling, Strategic Planning, Financial Analysis
Education
Queen's University 1978 — 1982
Bachelor of Commerce, Accounting/Finance
Hillcrest High School 1973 — 1978
Ont. Secondary School Grad Diploma, Accounting
CIBC Wood Gundy May 1998 - Present
Dan Saikaley, CA 1984 - 2009
KPMG LLP September 1982 - May 1998
Skills
Financial Planning, Investments, Risk Management, Wealth Management, Estate Planning, Tax, Insurance, Retirement Planning, Succession Planning, Hedge Funds, Estate Administration, Investment Strategies, Asset Allocation, ETFs, Alternative Investments, High Net Worth..., Life Insurance, Strategic Financial..., Wealth, Finance, Investment Advisory, Mutual Funds, Financial Planners, Investment Management, Financial Advisory, Securities, Asset Management, Retirement, Equities, Portfolio Management, Wealth Management..., Bonds, Fixed Income, Financial Services, Management, Financial Modeling, Strategic Planning, Financial Analysis
Education
Queen's University 1978 — 1982
Bachelor of Commerce, Accounting/Finance
Hillcrest High School 1973 — 1978
Ont. Secondary School Grad Diploma, Accounting
Joseph Schiavone Joseph Schiavone's CIBC Wood Gundy Experience January 1997 - February 1999
Job Senior Business Analyst at AIG Investments
Industry Financial Services
Experience
AIG Investments May 2010 - Present
Merrill Lynch November 2009 - May 2010
Alliance Bernstein June 2005 - October 2009
Enterprise Technology Corporation February 1999 - June 2005
CIBC Wood Gundy January 1997 - February 1999
Bankers Trust 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Business Analysis, Fixed Income, SDLC, Analysis, Data Warehousing, Risk Management, Requirements Gathering, Business Intelligence, Software Project..., SQL, Derivatives, Financial Services, Asset Managment, Enterprise Architecture, Bloomberg, Financial Modeling, IT Strategy, Vendor Management, Data Modeling, Microsoft SQL Server, Process Improvement, Business Process..., Asset Management, PMO, Equities, Python, Project Portfolio..., Enterprise Software, Portfolio Management, Requirements Analysis, Software Development, Capital Markets
Education
Coursera 2011 — 2011
AI - Machine Learning
New York University - Polytechnic School of Engineering 1987 — 1990
MS, Computer Science
New York University - Polytechnic School of Engineering 1983 — 1987
BS, Information Management
Brooklyn Technical HS
AIG Investments May 2010 - Present
Merrill Lynch November 2009 - May 2010
Alliance Bernstein June 2005 - October 2009
Enterprise Technology Corporation February 1999 - June 2005
CIBC Wood Gundy January 1997 - February 1999
Bankers Trust 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Business Analysis, Fixed Income, SDLC, Analysis, Data Warehousing, Risk Management, Requirements Gathering, Business Intelligence, Software Project..., SQL, Derivatives, Financial Services, Asset Managment, Enterprise Architecture, Bloomberg, Financial Modeling, IT Strategy, Vendor Management, Data Modeling, Microsoft SQL Server, Process Improvement, Business Process..., Asset Management, PMO, Equities, Python, Project Portfolio..., Enterprise Software, Portfolio Management, Requirements Analysis, Software Development, Capital Markets
Education
Coursera 2011 — 2011
AI - Machine Learning
New York University - Polytechnic School of Engineering 1987 — 1990
MS, Computer Science
New York University - Polytechnic School of Engineering 1983 — 1987
BS, Information Management
Brooklyn Technical HS
Mitch Barnes Mitch Barnes's CIBC Wood Gundy Experience 1997 - 1999
Job Sales/Marketing Consultant at Valassis
Industry Marketing and Advertising
Experience
Valassis 1999 - Present
CIBC Wood Gundy 1997 - 1999
Joseph Charles (Palm Beach) 1996 - 1997
Skills
Integrated Marketing, Marketing Strategy, Digital Marketing, Online Advertising, Strategy, Analytics, Relationship Marketing, New Business Development, Sales, Marketing, Advertising, Market Planning, Leadership, Digital Media, Management, Direct Marketing, Lead Generation, Direct Mail, Email Marketing, Marketing Management, Online Marketing
Education
Northwood University
BBA, Marketing/International Business
York University
BAS, Management
Seneca College of Applied Arts and Technology
International Business/Marketing
The University of British Columbia
Digital Marketing Certificate
Valassis 1999 - Present
CIBC Wood Gundy 1997 - 1999
Joseph Charles (Palm Beach) 1996 - 1997
Skills
Integrated Marketing, Marketing Strategy, Digital Marketing, Online Advertising, Strategy, Analytics, Relationship Marketing, New Business Development, Sales, Marketing, Advertising, Market Planning, Leadership, Digital Media, Management, Direct Marketing, Lead Generation, Direct Mail, Email Marketing, Marketing Management, Online Marketing
Education
Northwood University
BBA, Marketing/International Business
York University
BAS, Management
Seneca College of Applied Arts and Technology
International Business/Marketing
The University of British Columbia
Digital Marketing Certificate
Lawrence Scott Lawrence Scott's CIBC Wood Gundy Experience January 1992 - February 1996
Job Principal: Fintech Consulting
Industry Capital Markets
Experience
Fintech Consulting September 2014 - Present
PC Party Of Ontario February 2011 - Present
Government of Canada November 2008 - June 2011
Intuition Investments May 2002 - October 2008
Bank of Nova Scotia September 1996 - May 2002
CIBC Wood Gundy January 1992 - February 1996
Chase Manhattan Investment Bank 1989 - 1992
Directorships December 1970 - January 1971
Skills
Fundraising
Education
Queen's University 1978 — 1980
MBA, Finance
Wilfrid Laurier University 1974 — 1978
HBA, Economics
Fintech Consulting September 2014 - Present
PC Party Of Ontario February 2011 - Present
Government of Canada November 2008 - June 2011
Intuition Investments May 2002 - October 2008
Bank of Nova Scotia September 1996 - May 2002
CIBC Wood Gundy January 1992 - February 1996
Chase Manhattan Investment Bank 1989 - 1992
Directorships December 1970 - January 1971
Skills
Fundraising
Education
Queen's University 1978 — 1980
MBA, Finance
Wilfrid Laurier University 1974 — 1978
HBA, Economics
Dana Dragone Dana Dragone's CIBC Wood Gundy Experience May 2011 - August 2011
Job Business Analyst at CIBC
Industry Banking
Experience
CIBC September 2011 - Present
CIBC Wood Gundy May 2011 - August 2011
CIBC June 2009 - August 2009
Skills
Banking, Manage Client..., Communication Skills, Exceptional People..., Office Administration, Client Liason, Coordinating Skills, Event Management, User Interface Design, Customer Service
Education
Queen's University 2007 — 2013
BA, Psychology
CIBC September 2011 - Present
CIBC Wood Gundy May 2011 - August 2011
CIBC June 2009 - August 2009
Skills
Banking, Manage Client..., Communication Skills, Exceptional People..., Office Administration, Client Liason, Coordinating Skills, Event Management, User Interface Design, Customer Service
Education
Queen's University 2007 — 2013
BA, Psychology
Caitlin Howell Caitlin Howell's CIBC Wood Gundy Experience July 2008 - September 2011
Job Customer Service and Marketing Assistant at Biolux Research
Industry Cosmetics
Experience
DHX Media July 2015 - Present
Biolux Research September 2014 - July 2015
Linacare June 2012 - September 2014
Yates and Co. January 2012 - May 2012
Dela Cruz Public Relations October 2011 - January 2012
Fashionilla September 2011 - December 2011
CIBC Wood Gundy July 2008 - September 2011
CIBC Wood Gundy July 2007 - July 2008
Skills
Administrative..., Customer Service, Strategic Planning, Event Planning, Project Planning, Leadership, Microsoft Office, Team Building, Marketing, Sales, Social Media, Time Management, Social Networking, Event Management, Training, Fashion, Microsoft Excel
Education
Vancouver College of Art and Design 2011 — 2012
Marketing and Merchandising for Fashion
Canadian Securities Institute
Investment Representative, Investments and Securities
Okanagan College
DHX Media July 2015 - Present
Biolux Research September 2014 - July 2015
Linacare June 2012 - September 2014
Yates and Co. January 2012 - May 2012
Dela Cruz Public Relations October 2011 - January 2012
Fashionilla September 2011 - December 2011
CIBC Wood Gundy July 2008 - September 2011
CIBC Wood Gundy July 2007 - July 2008
Skills
Administrative..., Customer Service, Strategic Planning, Event Planning, Project Planning, Leadership, Microsoft Office, Team Building, Marketing, Sales, Social Media, Time Management, Social Networking, Event Management, Training, Fashion, Microsoft Excel
Education
Vancouver College of Art and Design 2011 — 2012
Marketing and Merchandising for Fashion
Canadian Securities Institute
Investment Representative, Investments and Securities
Okanagan College
Tina Messina Tina Messina's CIBC Wood Gundy Experience 1973 - 1993
Job Director International Sales at Cambridge Global Payments
Industry Financial Services
Experience
Cambridge Mercantile April 2000 - Present
RBC March 1993 - June 1998
RBC Royal Bank 1993 - 1998
CIBC Wood Gundy 1973 - 1993
Skills
Foreign Exchange, Payments, Financial Markets, Trading, New Business Development, Banking, FX Options, Salesforce.com, Account Management, Sales Management, Currency, Business Development, Hedging, Sales, FX trading, B2B, Electronic Trading, Risk Management, FX Hedging, Trading Systems, Derivatives, Swaps, Foreign Exchange..., Financial Services, Capital Markets, Portfolio Management, Electronic Payments, Treasury Management, Fixed Income, Bloomberg, Equities, Options, Payment Card Processing, Investments
Education
Ryerson University
Ryerson University
Business Administration and Management, General
Cambridge Mercantile April 2000 - Present
RBC March 1993 - June 1998
RBC Royal Bank 1993 - 1998
CIBC Wood Gundy 1973 - 1993
Skills
Foreign Exchange, Payments, Financial Markets, Trading, New Business Development, Banking, FX Options, Salesforce.com, Account Management, Sales Management, Currency, Business Development, Hedging, Sales, FX trading, B2B, Electronic Trading, Risk Management, FX Hedging, Trading Systems, Derivatives, Swaps, Foreign Exchange..., Financial Services, Capital Markets, Portfolio Management, Electronic Payments, Treasury Management, Fixed Income, Bloomberg, Equities, Options, Payment Card Processing, Investments
Education
Ryerson University
Ryerson University
Business Administration and Management, General
Farzad Mazaheripour Farzad Mazaheripour's CIBC Wood Gundy Experience January 1997 - July 1997
Job Project Manager Data Warehouse Specialist
Industry Information Technology and Services
Experience
Verax Consulting October 2012 - Present
Aramco September 2005 - May 2012
Aramco February 2000 - August 2005
DMC August 1997 - February 2000
CIBC Wood-Gundy January 1997 - July 1997
ARAMCO March 1996 - January 1997
Freelance Projects/ positions April 1992 - December 1996
Kraft Foods February 1994 - March 1996
North American Life (Now Manulife) August 1991 - March 1994
Global Travel Computer Services September 1989 - August 1991
Skills
Business Intelligence, Business Analysis, Business Objects, Project Planning, ERP, MS Project, ETL, Data Warehousing, Software Project..., Budget management and..., Vendor management and..., Change Management, CMMI implementation and..., Hands-on application..., Banking, insurance,..., Software Documentation, Banking, Oracle, Vendor Management, SharePoint, PMP, SAP, Project Management, Analysis, SDLC, Software Development, Enterprise Architecture, Systems Analysis, Quality Assurance, Testing, Microsoft SQL Server, SQL, Process Improvement, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Data Modeling, Business Process, PL/SQL, Database Design, Agile Methodologies, PMO, Project Portfolio..., Solution Architecture, Business Process..., Business Requirements, Data Migration, Project Delivery, Visio, Microsoft Project
Education
University of Leicester 2009 — 2015
Master of Business Administration (M.B.A.), IT Project Managment
Vanier College 1986 — 1988
College Diploma, Programming Analysis, 95%
McGill University 1979 — 1983
B.E., Mechanical
Alborz
Alborz
Alborz
Verax Consulting October 2012 - Present
Aramco September 2005 - May 2012
Aramco February 2000 - August 2005
DMC August 1997 - February 2000
CIBC Wood-Gundy January 1997 - July 1997
ARAMCO March 1996 - January 1997
Freelance Projects/ positions April 1992 - December 1996
Kraft Foods February 1994 - March 1996
North American Life (Now Manulife) August 1991 - March 1994
Global Travel Computer Services September 1989 - August 1991
Skills
Business Intelligence, Business Analysis, Business Objects, Project Planning, ERP, MS Project, ETL, Data Warehousing, Software Project..., Budget management and..., Vendor management and..., Change Management, CMMI implementation and..., Hands-on application..., Banking, insurance,..., Software Documentation, Banking, Oracle, Vendor Management, SharePoint, PMP, SAP, Project Management, Analysis, SDLC, Software Development, Enterprise Architecture, Systems Analysis, Quality Assurance, Testing, Microsoft SQL Server, SQL, Process Improvement, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Data Modeling, Business Process, PL/SQL, Database Design, Agile Methodologies, PMO, Project Portfolio..., Solution Architecture, Business Process..., Business Requirements, Data Migration, Project Delivery, Visio, Microsoft Project
Education
University of Leicester 2009 — 2015
Master of Business Administration (M.B.A.), IT Project Managment
Vanier College 1986 — 1988
College Diploma, Programming Analysis, 95%
McGill University 1979 — 1983
B.E., Mechanical
Alborz
Alborz
Alborz
Jeff Vukasinovic Jeff Vukasinovic's CIBC Wood Gundy Experience February 2014 - July 2014
Job Sales Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy February 2014 - July 2014
BMO Nesbitt Burns October 2013 - November 2013
Pace Consulting Benefits & Pensions LTD. August 2011 - December 2012
RBC Dominion Securities October 2007 - August 2011
Skills
Insurance, Portfolio Management, Business Development, Investments, Risk Management, Strategic Financial..., Wealth Management, Relationship Management, Retirement Planning, Mutual Funds, Equities, Securities, Financial Planning
Education
Ryerson University 2007 — 2010
BComm, Finance and Economics
dunbarton
dunbarton
CIBC Wood Gundy February 2014 - July 2014
BMO Nesbitt Burns October 2013 - November 2013
Pace Consulting Benefits & Pensions LTD. August 2011 - December 2012
RBC Dominion Securities October 2007 - August 2011
Skills
Insurance, Portfolio Management, Business Development, Investments, Risk Management, Strategic Financial..., Wealth Management, Relationship Management, Retirement Planning, Mutual Funds, Equities, Securities, Financial Planning
Education
Ryerson University 2007 — 2010
BComm, Finance and Economics
dunbarton
dunbarton
Mark Correia Mark Correia's CIBC Wood Gundy Experience July 2004 - December 2006
Job Managing Director at Teknologik
Industry Information Technology and Services
Experience
Teknologik 2013 - Present
Teknologik July 2010 - Present
High Road Communications February 2011 - June 2012
McKinsey & Company January 2007 - July 2010
CIBC Wood Gundy July 2004 - December 2006
Skills
Data Security, SharePoint 2010, 2007..., Digital Strategy, Cloud Computing, IT Project Management, SharePoint Designer, WSS 3.0, Visual Studio, Web Parts, MOSS 2007, SharePoint, Project Management, Microsoft Office..., Information Architecture, Integration, ITIL, IT Strategy, Security, IT Service Management, Enterprise Architecture
Education
University of Toronto 1999 — 2003
Hon BA, Economics, Computer Science
Ryerson University 2011 — 2012
Consulting Skills for IT Professionals, Information Technology
Ryerson University 2012 — 2012
IT Project Management, Information Technology
Teknologik 2013 - Present
Teknologik July 2010 - Present
High Road Communications February 2011 - June 2012
McKinsey & Company January 2007 - July 2010
CIBC Wood Gundy July 2004 - December 2006
Skills
Data Security, SharePoint 2010, 2007..., Digital Strategy, Cloud Computing, IT Project Management, SharePoint Designer, WSS 3.0, Visual Studio, Web Parts, MOSS 2007, SharePoint, Project Management, Microsoft Office..., Information Architecture, Integration, ITIL, IT Strategy, Security, IT Service Management, Enterprise Architecture
Education
University of Toronto 1999 — 2003
Hon BA, Economics, Computer Science
Ryerson University 2011 — 2012
Consulting Skills for IT Professionals, Information Technology
Ryerson University 2012 — 2012
IT Project Management, Information Technology
Michel Beriault Michel Beriault's CIBC Wood Gundy Experience January 1993 - January 1996
Job Currently Seeking FATCA roles
Industry Financial Services
Experience
Page Flooring Inc. September 2015 - October 2015
Various Brokerage firms January 2012 - September 2014
Scotia Bank October 2011 - June 2012
Fidelity Clearing Canada April 2009 - July 2011
Broadridge November 2002 - March 2009
CIBC Wood Gundy January 1993 - January 1996
CIBC Wood Gundy January 1991 - January 1993
CIBC Wood Gundy January 1988 - January 1991
Skills
Securities, Financial Services, Back Office, Trading, Project Management, Equities, Fixed Income, Mutual Funds, Capital Markets, Financial Markets, Relationship Management, Trading Systems, Wealth Management, Options, Investments, Business Analysis, Settlement, Electronic Trading, Bonds, Business Requirements, Analysis, PMO, Start-ups, CRM, Executive Management, Derivatives, Risk Management, Asset Management, Strategic Financial..., Investment Strategies, Banking, Financial Risk, Portfolio Management
Education
McGill University
Degree
Ecole Secondaire Piche 1969 — 1974
12
Page Flooring Inc. September 2015 - October 2015
Various Brokerage firms January 2012 - September 2014
Scotia Bank October 2011 - June 2012
Fidelity Clearing Canada April 2009 - July 2011
Broadridge November 2002 - March 2009
CIBC Wood Gundy January 1993 - January 1996
CIBC Wood Gundy January 1991 - January 1993
CIBC Wood Gundy January 1988 - January 1991
Skills
Securities, Financial Services, Back Office, Trading, Project Management, Equities, Fixed Income, Mutual Funds, Capital Markets, Financial Markets, Relationship Management, Trading Systems, Wealth Management, Options, Investments, Business Analysis, Settlement, Electronic Trading, Bonds, Business Requirements, Analysis, PMO, Start-ups, CRM, Executive Management, Derivatives, Risk Management, Asset Management, Strategic Financial..., Investment Strategies, Banking, Financial Risk, Portfolio Management
Education
McGill University
Degree
Ecole Secondaire Piche 1969 — 1974
12
Andrea Workman's CIBC Wood Gundy Experience 2005 - Present
Job Portfolio Manager, Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 2005 - Present
Investment Dealers 1989 - 2005
Investment Dealers 1977 - 1989
Mitchell, Hutchins Inc 1972 - 1977
Skills
Risk Management, Strategic Financial..., Securities, Portfolio Management, Equities, Wealth Management, Financial Analysis, Fixed Income, Investment Advisory, Asset Management, Credit Analysis, ETFs, Banking, Alternative Investments, Government Bonds, Mutual Funds, Investment Strategies, Retirement Planning, Financial Markets, Capital Markets, Options, Financial Advisory, Estate Planning, Financial Modeling, Investments, Financial Planning
Education
Institut d'Etudes politiques de Paris 1969 — 1972
Master's degree, Relations Internationales
CIBC Wood Gundy 2005 - Present
Investment Dealers 1989 - 2005
Investment Dealers 1977 - 1989
Mitchell, Hutchins Inc 1972 - 1977
Skills
Risk Management, Strategic Financial..., Securities, Portfolio Management, Equities, Wealth Management, Financial Analysis, Fixed Income, Investment Advisory, Asset Management, Credit Analysis, ETFs, Banking, Alternative Investments, Government Bonds, Mutual Funds, Investment Strategies, Retirement Planning, Financial Markets, Capital Markets, Options, Financial Advisory, Estate Planning, Financial Modeling, Investments, Financial Planning
Education
Institut d'Etudes politiques de Paris 1969 — 1972
Master's degree, Relations Internationales
Jennifer Lenhardt's CIBC Wood Gundy Experience September 1998 - August 2010
Job Associate Investment Advisor, Financial Planner
Industry Financial Services
Experience
BMO Nesbitt Burns August 2010 - Present
CIBC Wood Gundy September 1998 - August 2010
Skills
Wealth Management, Portfolio Management
Education
Queen's University 1994 — 1998
BA Hon, Business
BMO Nesbitt Burns August 2010 - Present
CIBC Wood Gundy September 1998 - August 2010
Skills
Wealth Management, Portfolio Management
Education
Queen's University 1994 — 1998
BA Hon, Business
Oldos Khosroshahi Oldos Khosroshahi's CIBC Wood Gundy Experience February 2006 - May 2008
Job Senior Human Resources Consultant at CIBC
Industry Banking
Experience
CIBC Technology October 2013 - Present
CIBC Technology July 2012 - October 2013
CIBC Wholesale Banking October 2011 - July 2012
CIBC World Markets July 2010 - September 2011
CIBC February 2011 - August 2011
CIBC World Markets December 2009 - July 2010
CIBC World Markets and Risk Management June 2008 - November 2009
CIBC Wood Gundy February 2006 - May 2008
Education
McMaster University
Bachelor of Arts, Social Sciences
Ryerson University
Human Resources Management
CIBC Technology October 2013 - Present
CIBC Technology July 2012 - October 2013
CIBC Wholesale Banking October 2011 - July 2012
CIBC World Markets July 2010 - September 2011
CIBC February 2011 - August 2011
CIBC World Markets December 2009 - July 2010
CIBC World Markets and Risk Management June 2008 - November 2009
CIBC Wood Gundy February 2006 - May 2008
Education
McMaster University
Bachelor of Arts, Social Sciences
Ryerson University
Human Resources Management
Alex Mallory's CIBC Wood Gundy Experience June 2011 - July 2011
Job Guide at Butterfield & Robinson
Industry Oil & Energy
Experience
Gunvor Group Ltd June 2012 - August 2012
CIBC Wood Gundy June 2011 - July 2011
The Management Undergraduate Society April 2010 - July 2011
Cenergy AG May 2010 - August 2010
Skills
Financial Analysis, Project Finance, Power Trading, Financial Structuring, Statistical Modeling, Financial Modeling, Rescue Diver, Instructional Skills, Kung Fu, Gaming Industry
Education
McGill University 2009 — 2013
B.Comm, Finance, 3.7
Nicholson Catholic College
Gunvor Group Ltd June 2012 - August 2012
CIBC Wood Gundy June 2011 - July 2011
The Management Undergraduate Society April 2010 - July 2011
Cenergy AG May 2010 - August 2010
Skills
Financial Analysis, Project Finance, Power Trading, Financial Structuring, Statistical Modeling, Financial Modeling, Rescue Diver, Instructional Skills, Kung Fu, Gaming Industry
Education
McGill University 2009 — 2013
B.Comm, Finance, 3.7
Nicholson Catholic College
David Mudge David Mudge's CIBC Wood Gundy Experience June 2015 - Present
Job Investment Advisor
Industry Financial Services
Experience
CIBC Wood Gundy June 2015 - Present
Bell Media July 2009 - Present
BMO Nesbitt Burns September 2010 - June 2015
Montreal Alouettes July 2005 - November 2008
Winnipeg Blue Bombers September 2000 - July 2005
Royal LePage Stevenson Commercial Real Estate 2000 - 2003
Skills
Public Speaking, Event Management, Coaching, Business Strategy, Social Media, Negotiation, Research, Advertising, Marketing, Business Development, Customer Service, Team Building, Broadcast, Investment Management, Portfolio Management, Finance, Wealth Management, Financial Analysis, Investments, Sports, Time Management, Sales, Leadership, Social Media Marketing, Investment Strategies
Education
McGill University 2007 — 2009
MBA, Finance
Michigan State University 1993 — 1996
BSc, Kinesiology
CIBC Wood Gundy June 2015 - Present
Bell Media July 2009 - Present
BMO Nesbitt Burns September 2010 - June 2015
Montreal Alouettes July 2005 - November 2008
Winnipeg Blue Bombers September 2000 - July 2005
Royal LePage Stevenson Commercial Real Estate 2000 - 2003
Skills
Public Speaking, Event Management, Coaching, Business Strategy, Social Media, Negotiation, Research, Advertising, Marketing, Business Development, Customer Service, Team Building, Broadcast, Investment Management, Portfolio Management, Finance, Wealth Management, Financial Analysis, Investments, Sports, Time Management, Sales, Leadership, Social Media Marketing, Investment Strategies
Education
McGill University 2007 — 2009
MBA, Finance
Michigan State University 1993 — 1996
BSc, Kinesiology
Tawnya Zwicker Tawnya Zwicker's CIBC Wood Gundy Experience 2006 - 2009
Job Marketing and Communications Professional
Industry Public Relations and Communications
Experience
BMO Financial Group November 2013 - Present
Self-Employed January 2013 - January 2015
Miles Nadal Jewish Community Centre March 2011 - January 2013
H2 Central Marketing and Communications 2010 - 2011
HSBC Bank Canada 2009 - 2010
CIBC Wood Gundy 2006 - 2009
XtraNet, Toronto 2005 - 2005
Rogers Wireless 2002 - 2005
Seagram Canada 2000 - 2002
Braemar, Dylex Inc 2000 - 2000
Skills
Marketing Communications, Integrated Marketing, Media Relations, Marketing Strategy, Advertising, Social Media, Strategic Communications, SEO, Internal Communications, Blogging, Event Management, Event Planning, Marketing, Corporate Communications, Digital Marketing, Editing, Product Marketing, Budgets, Newsletters, Public Relations, Social Media Marketing, Facebook, Digital Media, CRM, Management, Brand Management, Press Releases, Market Planning, Copywriting, Publishing, Strategic Planning, Email Marketing, Online Marketing, Publicity, Direct Marketing, Social Networking, Communications Planning, Online Advertising, Content Development
Education
Mount Saint Vincent University 1993 — 1997
Bachelor of Arts
Ryerson University
Certificate
BMO Financial Group November 2013 - Present
Self-Employed January 2013 - January 2015
Miles Nadal Jewish Community Centre March 2011 - January 2013
H2 Central Marketing and Communications 2010 - 2011
HSBC Bank Canada 2009 - 2010
CIBC Wood Gundy 2006 - 2009
XtraNet, Toronto 2005 - 2005
Rogers Wireless 2002 - 2005
Seagram Canada 2000 - 2002
Braemar, Dylex Inc 2000 - 2000
Skills
Marketing Communications, Integrated Marketing, Media Relations, Marketing Strategy, Advertising, Social Media, Strategic Communications, SEO, Internal Communications, Blogging, Event Management, Event Planning, Marketing, Corporate Communications, Digital Marketing, Editing, Product Marketing, Budgets, Newsletters, Public Relations, Social Media Marketing, Facebook, Digital Media, CRM, Management, Brand Management, Press Releases, Market Planning, Copywriting, Publishing, Strategic Planning, Email Marketing, Online Marketing, Publicity, Direct Marketing, Social Networking, Communications Planning, Online Advertising, Content Development
Education
Mount Saint Vincent University 1993 — 1997
Bachelor of Arts
Ryerson University
Certificate
Ted Croitoru Ted Croitoru's CIBC Wood Gundy Experience 2001 - 2009
Job Senior Wealth Advisor at ScotiaMcLeod (Toronto) ...... Life Underwriter at ScotiaMcLeod Financial Services Inc.
Industry Financial Services
Experience
ScotiaMcLeod 2009 - Present
CIBC Wood Gundy 2001 - 2009
Merrill Lynch Canada 1998 - 2001
Bank of Montreal 1990 - 1996
Skills
Financial Planning, Insurance, Annuities, Wealth Management, Asset Management
Education
York University - Schulich School of Business 1986 — 1988
MBA
McGill University 1983 — 1986
BSc.
ScotiaMcLeod 2009 - Present
CIBC Wood Gundy 2001 - 2009
Merrill Lynch Canada 1998 - 2001
Bank of Montreal 1990 - 1996
Skills
Financial Planning, Insurance, Annuities, Wealth Management, Asset Management
Education
York University - Schulich School of Business 1986 — 1988
MBA
McGill University 1983 — 1986
BSc.
Dawn Daughton's CIBC Wood Gundy Experience February 1994 - February 1996
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2010 - Present
Sun Life Financial April 2010 - January 2011
BCSC Securities Policy Advisory Committee 2007 - 2010
Dawn Daughton Consulting 2008 - 2009
Assante Wealth Management March 2005 - November 2008
belairdirect / ING Canada February 2004 - March 2005
Berkshire Group February 1998 - March 2003
TD Waterhouse February 1996 - February 1998
CIBC Wood Gundy February 1994 - February 1996
Skills
Retirement, Wealth Management, Financial Services, Strategic Financial..., Small Business, Securities, Risk Management, Investments, Disability Insurance, Retirement Planning, Estate Planning, Insurance, Employee Benefits, Critical Illness, Asset Management, Recruiting, Financial Planners, Investment Advisory, Management, Mutual Funds, Portfolio Management, Fixed Annuities, Succession Planning, Business Development, Investment Strategies, Long-term Care, Mortgage Lending, Finance, Wealth, Health Insurance, Equities, Life Insurance, Financial Planning
Education
McMaster University 1990 — 1993
B.A., Psychology
Sun Life Financial October 2010 - Present
Sun Life Financial April 2010 - January 2011
BCSC Securities Policy Advisory Committee 2007 - 2010
Dawn Daughton Consulting 2008 - 2009
Assante Wealth Management March 2005 - November 2008
belairdirect / ING Canada February 2004 - March 2005
Berkshire Group February 1998 - March 2003
TD Waterhouse February 1996 - February 1998
CIBC Wood Gundy February 1994 - February 1996
Skills
Retirement, Wealth Management, Financial Services, Strategic Financial..., Small Business, Securities, Risk Management, Investments, Disability Insurance, Retirement Planning, Estate Planning, Insurance, Employee Benefits, Critical Illness, Asset Management, Recruiting, Financial Planners, Investment Advisory, Management, Mutual Funds, Portfolio Management, Fixed Annuities, Succession Planning, Business Development, Investment Strategies, Long-term Care, Mortgage Lending, Finance, Wealth, Health Insurance, Equities, Life Insurance, Financial Planning
Education
McMaster University 1990 — 1993
B.A., Psychology
Mitchell Rosenberg Mitchell Rosenberg's CIBC Wood Gundy Experience January 2001 - August 2003
Job Investment Advisor, Private Client Group, Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd May 2013 - Present
Macquarie Private Wealth Inc. January 2010 - May 2013
Blackmont Capital August 2003 - January 2010
CIBC Wood Gundy January 2001 - August 2003
Merrill Lynch Canada inc. January 1999 - January 2001
Skills
Investment Advisory, Wealth Management, Equities, Investments, Investment Strategies, Retirement Planning, Bonds, Securities, Alternative Investments, musician, ETFs, Mutual Funds, Retirement, Wealth Management..., Asset Allocation, Wealth, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Fixed Income
Education
Canadian Securities Institute
CSC,PFP.CPH.
McGill University
B.A, Economics, Industrial Relations
Raymond James Ltd May 2013 - Present
Macquarie Private Wealth Inc. January 2010 - May 2013
Blackmont Capital August 2003 - January 2010
CIBC Wood Gundy January 2001 - August 2003
Merrill Lynch Canada inc. January 1999 - January 2001
Skills
Investment Advisory, Wealth Management, Equities, Investments, Investment Strategies, Retirement Planning, Bonds, Securities, Alternative Investments, musician, ETFs, Mutual Funds, Retirement, Wealth Management..., Asset Allocation, Wealth, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Fixed Income
Education
Canadian Securities Institute
CSC,PFP.CPH.
McGill University
B.A, Economics, Industrial Relations
Brent Paxton Brent Paxton's CIBC Wood Gundy Experience May 1993 - August 1997
Job Executive Director, Finance
Industry Capital Markets
Experience
CIBC December 2010 - November 2014
CIBC January 2002 - December 2010
CIBC World Markets September 1997 - December 2001
CIBC Wood Gundy May 1993 - August 1997
Wood Gundy Inc. July 1992 - May 1993
Toronto Stock Exchange March 1989 - July 1992
EY (formerly Clarkson Gordon Chartered Accountants) September 1985 - February 1989
Skills
Derivatives and Cash..., Corporate Governance, Operational Risk..., Capital Markets, Finance, Derivatives, Fixed Income, Financial Analysis, Securities, Management, Leadership, Middle Office, Valuation, Treasury, Bloomberg, Equities, FX Options, Corporate Finance, Interest Rate..., Trading Systems, Equity Derivatives, Options, Risk Management
Education
CPA, CGA
McMaster University
B.Comm.
The Canadian Securities Institute (CSI)
CIBC December 2010 - November 2014
CIBC January 2002 - December 2010
CIBC World Markets September 1997 - December 2001
CIBC Wood Gundy May 1993 - August 1997
Wood Gundy Inc. July 1992 - May 1993
Toronto Stock Exchange March 1989 - July 1992
EY (formerly Clarkson Gordon Chartered Accountants) September 1985 - February 1989
Skills
Derivatives and Cash..., Corporate Governance, Operational Risk..., Capital Markets, Finance, Derivatives, Fixed Income, Financial Analysis, Securities, Management, Leadership, Middle Office, Valuation, Treasury, Bloomberg, Equities, FX Options, Corporate Finance, Interest Rate..., Trading Systems, Equity Derivatives, Options, Risk Management
Education
CPA, CGA
McMaster University
B.Comm.
The Canadian Securities Institute (CSI)
Michel Dahan, CPA, CA Michel Dahan, CPA, CA's CIBC Wood Gundy Experience December 2001 - February 2002
Job Senior Account at Dahan & Associates, CPA Firm
Industry Accounting
Experience
Dahan & Associates, CPA Firm May 2015 - Present
RSW: Accounting + Consulting October 2011 - May 2015
Synnex Canada 2015 - 2015
Dahan & Ass. CPA September 2008 - October 2011
Music Loves Fashion January 2007 - March 2011
Time Supper Club February 2004 - March 2011
IGS Security January 2002 - September 2004
CIBC Wood Gundy December 2001 - February 2002
Merrill Lynch December 2000 - February 2001
Skills
Accounting, Auditing, Corporate Tax, Financial Reporting, Assurance, Consulting, Income Tax, Tax Preparation, Tax Returns, Management Consulting, Strategic Consulting, Account Reconciliation, Risk Management, Investments, Financial Analysis, Financial Modeling, Internal Controls, Finance, GAAP, IFRS, Financial Accounting, Budgets, Tax, Financial Statements, Strategic Financial..., External Audit, Financial Planning, Audit
Education
Université du Québec à Montréal / UQAM 2011 — 2012
ESG, DESS - CA
McGill University 2002 — 2006
BCOM, Accounting
Ecole Maimonide 1988 — 2000
DES - High School Diploma, Sciences
Dahan & Associates, CPA Firm May 2015 - Present
RSW: Accounting + Consulting October 2011 - May 2015
Synnex Canada 2015 - 2015
Dahan & Ass. CPA September 2008 - October 2011
Music Loves Fashion January 2007 - March 2011
Time Supper Club February 2004 - March 2011
IGS Security January 2002 - September 2004
CIBC Wood Gundy December 2001 - February 2002
Merrill Lynch December 2000 - February 2001
Skills
Accounting, Auditing, Corporate Tax, Financial Reporting, Assurance, Consulting, Income Tax, Tax Preparation, Tax Returns, Management Consulting, Strategic Consulting, Account Reconciliation, Risk Management, Investments, Financial Analysis, Financial Modeling, Internal Controls, Finance, GAAP, IFRS, Financial Accounting, Budgets, Tax, Financial Statements, Strategic Financial..., External Audit, Financial Planning, Audit
Education
Université du Québec à Montréal / UQAM 2011 — 2012
ESG, DESS - CA
McGill University 2002 — 2006
BCOM, Accounting
Ecole Maimonide 1988 — 2000
DES - High School Diploma, Sciences
Alexandra Corrente Alexandra Corrente's CIBC Wood Gundy Experience May 2015 - August 2015
Job MBA Candidate
Industry Financial Services
Experience
CIBC Wood Gundy May 2015 - August 2015
CIBC World Markets September 2014 - December 2014
Ontario Teachers' Pension Plan January 2014 - May 2014
Académie de Montpellier September 2012 - May 2013
Wild Wing September 2011 - August 2012
University of Leeds January 2011 - June 2011
Skills
Management, Interviews, Databases, Recruiting, Instructional Design, Teamwork, Project Management, Data Analysis, Microsoft Office, Microsoft Excel, Team Leadership, Research, PowerPoint, Customer Service, Analysis
Education
McMaster University 2013 — 2015
Master of Business Administration (MBA)
McMaster University 2008 — 2012
Honours Bachelor of Science, Life Sciences
University of Leeds 2010 — 2011
Year Abroad
CIBC Wood Gundy May 2015 - August 2015
CIBC World Markets September 2014 - December 2014
Ontario Teachers' Pension Plan January 2014 - May 2014
Académie de Montpellier September 2012 - May 2013
Wild Wing September 2011 - August 2012
University of Leeds January 2011 - June 2011
Skills
Management, Interviews, Databases, Recruiting, Instructional Design, Teamwork, Project Management, Data Analysis, Microsoft Office, Microsoft Excel, Team Leadership, Research, PowerPoint, Customer Service, Analysis
Education
McMaster University 2013 — 2015
Master of Business Administration (MBA)
McMaster University 2008 — 2012
Honours Bachelor of Science, Life Sciences
University of Leeds 2010 — 2011
Year Abroad
Mohamed (Mo) Al-Borno, CPA CMA MBA's CIBC Wood Gundy Experience January 2005 - June 2007
Job Connecting Big Ideas to Bottom Line
Industry Management Consulting
Experience
RedTail Capital Partners 2009 - 2012
Strategic Product Partners September 2007 - January 2009
CIBC Wood Gundy January 2005 - June 2007
Manulife Investments 2002 - 2005
Spetrum Investments 2000 - 2002
Skills
Financial Modeling, Investments, Corporate Finance, Investment Banking, Strategic Planning, Business Planning, Business Strategy, Strategic Financial..., Finance, Financial Analysis, Wealth Management, Strategy, Valuation, Leadership, Financial Planning, Small Business
Education
Queen's University 2008 — 2009
Master of Business Administration (MBA)
University of Toronto 1994 — 1999
Bachelor of Commerce
RedTail Capital Partners 2009 - 2012
Strategic Product Partners September 2007 - January 2009
CIBC Wood Gundy January 2005 - June 2007
Manulife Investments 2002 - 2005
Spetrum Investments 2000 - 2002
Skills
Financial Modeling, Investments, Corporate Finance, Investment Banking, Strategic Planning, Business Planning, Business Strategy, Strategic Financial..., Finance, Financial Analysis, Wealth Management, Strategy, Valuation, Leadership, Financial Planning, Small Business
Education
Queen's University 2008 — 2009
Master of Business Administration (MBA)
University of Toronto 1994 — 1999
Bachelor of Commerce
harry migirdic harry migirdic's CIBC Wood Gundy Experience 1981 - 2001
Job Consultant
Industry Financial Services
Experience
owner January 2015 - Present
Auberge et club de golf Héritage March 2014 - Present
International H2O 2013 - Present
HM January 2010 - Present
paidin48 January 2011 - February 2011
Safari Nordik January 2008 - May 2009
MTY Food Group September 2001 - September 2002
CIBC Wood Gundy 1981 - 2001
Skills
Day Trading, Options, Trading, Investor Relations, Business Strategy, Financial Analysis, New Business Development, Sales, Derivatives, Equities, Business Development, Options Strategies, Sales Management, Mergers & Acquisitions, Management, Investments, Asset Management, Risk Management, Portfolio Management, Banking, Private Equity, Financial Modeling, Mutual Funds, Corporate Finance, Strategic Financial..., Investment Strategies, Finance
Education
McGill University 1978 — 1981
Bcomm, Accounting
Outremont High School 1969 — 1973
owner January 2015 - Present
Auberge et club de golf Héritage March 2014 - Present
International H2O 2013 - Present
HM January 2010 - Present
paidin48 January 2011 - February 2011
Safari Nordik January 2008 - May 2009
MTY Food Group September 2001 - September 2002
CIBC Wood Gundy 1981 - 2001
Skills
Day Trading, Options, Trading, Investor Relations, Business Strategy, Financial Analysis, New Business Development, Sales, Derivatives, Equities, Business Development, Options Strategies, Sales Management, Mergers & Acquisitions, Management, Investments, Asset Management, Risk Management, Portfolio Management, Banking, Private Equity, Financial Modeling, Mutual Funds, Corporate Finance, Strategic Financial..., Investment Strategies, Finance
Education
McGill University 1978 — 1981
Bcomm, Accounting
Outremont High School 1969 — 1973
Mark A Rizzo C.Dir. Mark A Rizzo C.Dir.'s CIBC Wood Gundy Experience December 2001 - Present
Job Vice President, Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy December 2001 - Present
Ontario Hospital Association November 2013 - Present
The Hamilton Club February 2013 - February 2014
Hamilton Health Sciences June 2011 - June 2013
Merrill Lynch December 1998 - December 2001
Midland Walwyn December 1992 - December 1998
Burns Fry January 1990 - December 1992
Canada Trust May 1985 - December 1989
Skills
Portfolio Management, Securities, Investment Strategies, Risk Management, Strategic Financial..., Investments, Strategic Planning, Corporate Governance, Business Planning, Financial Analysis, Governance, Budgets, Program Management, Banking, Financial Services, Mergers & Acquisitions, Mutual Funds, Investment Banking, Corporate Finance, Asset Management
Education
McMaster University 2006 — 2007
Chartered Director
McMaster University 1983 — 1986
BA
CIBC Wood Gundy December 2001 - Present
Ontario Hospital Association November 2013 - Present
The Hamilton Club February 2013 - February 2014
Hamilton Health Sciences June 2011 - June 2013
Merrill Lynch December 1998 - December 2001
Midland Walwyn December 1992 - December 1998
Burns Fry January 1990 - December 1992
Canada Trust May 1985 - December 1989
Skills
Portfolio Management, Securities, Investment Strategies, Risk Management, Strategic Financial..., Investments, Strategic Planning, Corporate Governance, Business Planning, Financial Analysis, Governance, Budgets, Program Management, Banking, Financial Services, Mergers & Acquisitions, Mutual Funds, Investment Banking, Corporate Finance, Asset Management
Education
McMaster University 2006 — 2007
Chartered Director
McMaster University 1983 — 1986
BA
Murray Grossner Murray Grossner's CIBC Wood Gundy Experience October 1994 - March 1996
Job Owner, Wingate Investment Management Ltd
Industry Investment Management
Experience
Wingate Investment Management Ltd June 2001 - Present
NM Rothschild & Sons (Rothschilds) June 1999 - June 2001
Canaccord Capital Corporation March 1996 - February 1999
CIBC Wood Gundy October 1994 - March 1996
Burns Fry Limited March 1990 - September 1994
Richardson Greenshields of Canada Limited June 1981 - March 1990
Skills
Investments, Investment Banking, Investment Management, Private Placements, Private Equity, Venture Capital, Equities, Valuation, Corporate Finance, Divestitures, Mergers, Entrepreneur, Business Strategy, Mergers & Acquisitions, Investment Strategies, Entrepreneurship, Portfolio Management, Strategy
Education
University of Toronto 1976 — 1977
MBA
McGill University 1971 — 1976
B.Comm, Economics and Finance
Institute of Chartered Financial Analysts
CFA
Wingate Investment Management Ltd June 2001 - Present
NM Rothschild & Sons (Rothschilds) June 1999 - June 2001
Canaccord Capital Corporation March 1996 - February 1999
CIBC Wood Gundy October 1994 - March 1996
Burns Fry Limited March 1990 - September 1994
Richardson Greenshields of Canada Limited June 1981 - March 1990
Skills
Investments, Investment Banking, Investment Management, Private Placements, Private Equity, Venture Capital, Equities, Valuation, Corporate Finance, Divestitures, Mergers, Entrepreneur, Business Strategy, Mergers & Acquisitions, Investment Strategies, Entrepreneurship, Portfolio Management, Strategy
Education
University of Toronto 1976 — 1977
MBA
McGill University 1971 — 1976
B.Comm, Economics and Finance
Institute of Chartered Financial Analysts
CFA
Rory O'Connor's CIBC Wood Gundy Experience January 2001 - April 2007
Job Portfolio Manager, Senior Vice President at Richardson GMP
Industry Investment Management
Experience
Richardson GMP November 2013 - Present
Macquarie Group May 2012 - October 2013
Richardson GMP Limited April 2007 - June 2012
CIBC Wood Gundy January 2001 - April 2007
Merrill Lynch May 1999 - January 2001
Skills
Portfolio Management, Asset Allocation, Risk Management, Due Diligence, Business Operations, Corporate, Trust and..., Tax Management, Hedge Funds, Private Equity, Investments, Estate Planning, Wealth, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Investment Advisory, Wealth Management
Education
Canadian Securities Institute 2011 — 2012
Chartered Investment Manager, Portfolio Management
Mercyhurst College 1996 — 1999
Business Management
St. Andrews College 1995 — 1996
BA, Business Management
St. Thomas More 1990 — 1994
High School Diploma, General Studies
Richardson GMP November 2013 - Present
Macquarie Group May 2012 - October 2013
Richardson GMP Limited April 2007 - June 2012
CIBC Wood Gundy January 2001 - April 2007
Merrill Lynch May 1999 - January 2001
Skills
Portfolio Management, Asset Allocation, Risk Management, Due Diligence, Business Operations, Corporate, Trust and..., Tax Management, Hedge Funds, Private Equity, Investments, Estate Planning, Wealth, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Investment Advisory, Wealth Management
Education
Canadian Securities Institute 2011 — 2012
Chartered Investment Manager, Portfolio Management
Mercyhurst College 1996 — 1999
Business Management
St. Andrews College 1995 — 1996
BA, Business Management
St. Thomas More 1990 — 1994
High School Diploma, General Studies
Jeff Bernstein Jeff Bernstein's CIBC Wood Gundy Experience 1995 - 1997
Job Chief Financial Officer at University of Toronto Schools
Industry Financial Services
Experience
University of Toronto Schools 2012 - Present
Reena Foundation 2011 - Present
Canadian Scholarship Trust Foundation 2004 - 2011
Children's Education Funds Inc. 2003 - 2003
Mackenzie Financial Corporation 1999 - 2002
Synergy Asset Management 1997 - 1999
CIBC Wood Gundy 1995 - 1997
Morgan Stanley 1994 - 1994
Enskilda Securities 1993 - 1993
KPMG 1990 - 1993
Skills
Executive Leadership, Change Management, Process Improvement, Integrated Systems, Enterprise Risk..., Strategic Planning, Budget Management, M&A due diligence &..., Board Reporting, Leadership, Budgets, Financial Reporting, Due Diligence, Integration, Forecasting, Management Consulting, Start-ups, Restructuring, Executive Management, Corporate Finance, Mergers & Acquisitions, Business Strategy, Financial Accounting, Business Planning, Accounting, Management, Auditing, Analysis, Internal Controls, Cash Flow, Banking, IFRS, Portfolio Management, Investments, Strategic Financial..., Managerial Finance, Financial Analysis, Risk Management, Financial Modeling
Education
UNISA 1989 — 1990
Bachelor of Commerce Honours
Rhodes University 1986 — 1988
Bachelor of Commerce
University of Toronto Schools 2012 - Present
Reena Foundation 2011 - Present
Canadian Scholarship Trust Foundation 2004 - 2011
Children's Education Funds Inc. 2003 - 2003
Mackenzie Financial Corporation 1999 - 2002
Synergy Asset Management 1997 - 1999
CIBC Wood Gundy 1995 - 1997
Morgan Stanley 1994 - 1994
Enskilda Securities 1993 - 1993
KPMG 1990 - 1993
Skills
Executive Leadership, Change Management, Process Improvement, Integrated Systems, Enterprise Risk..., Strategic Planning, Budget Management, M&A due diligence &..., Board Reporting, Leadership, Budgets, Financial Reporting, Due Diligence, Integration, Forecasting, Management Consulting, Start-ups, Restructuring, Executive Management, Corporate Finance, Mergers & Acquisitions, Business Strategy, Financial Accounting, Business Planning, Accounting, Management, Auditing, Analysis, Internal Controls, Cash Flow, Banking, IFRS, Portfolio Management, Investments, Strategic Financial..., Managerial Finance, Financial Analysis, Risk Management, Financial Modeling
Education
UNISA 1989 — 1990
Bachelor of Commerce Honours
Rhodes University 1986 — 1988
Bachelor of Commerce
Vilmain Gauthier's CIBC Wood Gundy Experience September 2001 - Present
Job Investment advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy September 2001 - Present
ScotiaMcLeod 1986 - September 2001
Education
McGill University 1978 — 1981
Bachelor, Economics
CIBC Wood Gundy September 2001 - Present
ScotiaMcLeod 1986 - September 2001
Education
McGill University 1978 — 1981
Bachelor, Economics
Zvikomborero Chamunoda Zvikomborero Chamunoda's CIBC Wood Gundy Experience October 2007 - Present
Job SA at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy October 2007 - Present
Safety-Kleen Oil Recovery Division February 2007 - August 2007
Sahara Health & Safety, INC August 2004 - August 2005
ServPro May 2001 - October 2004
Norwest Bank now Wells Fargo January 1996 - October 1997
Skills
QuickBooks, Training, Customer Service, Access, Leadership, Process Scheduler, Management, Microsoft Excel, Accounts Receivable, Software Documentation
Education
National American University 1995 — 2001
BSc, Business Administration
Norwest University 1996 — 1996
Certification, Bank Teller
Harare Polytechnic College 1994 — 1994
Diploma, Human Resources Management
American Safety & Health Institute
Canadian Securities Institute
CIBC Wood Gundy October 2007 - Present
Safety-Kleen Oil Recovery Division February 2007 - August 2007
Sahara Health & Safety, INC August 2004 - August 2005
ServPro May 2001 - October 2004
Norwest Bank now Wells Fargo January 1996 - October 1997
Skills
QuickBooks, Training, Customer Service, Access, Leadership, Process Scheduler, Management, Microsoft Excel, Accounts Receivable, Software Documentation
Education
National American University 1995 — 2001
BSc, Business Administration
Norwest University 1996 — 1996
Certification, Bank Teller
Harare Polytechnic College 1994 — 1994
Diploma, Human Resources Management
American Safety & Health Institute
Canadian Securities Institute
Bruce Omand's CIBC Wood Gundy Experience June 1978 - June 1990
Job
Industry Investment Management
Experience
RETIRED February 2015 - Present
Cumberland Private Wealth Management, Toronto April 2002 - February 2015
ABN AMRO Bank- London, England June 1996 - June 2001
Lehman Brothers International June 1991 - May 1996
CIBC Wood Gundy June 1978 - June 1990
Skills
Alternative Investments, Investments, Portfolio Management, Equities, Valuation, Asset Management, Asset Managment, Wealth Management, Strategic Planning, Capital Markets
Education
Queen's University 1976 — 1978
MBA, Finance
University of Guelph 1974 — 1976
BA, Economics
RETIRED February 2015 - Present
Cumberland Private Wealth Management, Toronto April 2002 - February 2015
ABN AMRO Bank- London, England June 1996 - June 2001
Lehman Brothers International June 1991 - May 1996
CIBC Wood Gundy June 1978 - June 1990
Skills
Alternative Investments, Investments, Portfolio Management, Equities, Valuation, Asset Management, Asset Managment, Wealth Management, Strategic Planning, Capital Markets
Education
Queen's University 1976 — 1978
MBA, Finance
University of Guelph 1974 — 1976
BA, Economics
Jeff Sniderman Jeff Sniderman's CIBC Wood Gundy Experience 2001 - Present
Job Estate Planning Specialist at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 2001 - Present
Skills
Estate Planning, Insurance Planning, Wealth Transfer, Financial Planning, Insurance, Succession Planning, Wealth Management, Retirement Planning, Investments, Mutual Funds, Financial Planners, Wealth, Strategic Financial..., Portfolio Management, Wealth Management..., Securities, Tax, Trusts, Alternative Investments
Education
McGill University 1991 — 1993
Graduate Degree in Public Accounting
York University - Schulich School of Business 1980 — 1982
MBA
CIBC Wood Gundy 2001 - Present
Skills
Estate Planning, Insurance Planning, Wealth Transfer, Financial Planning, Insurance, Succession Planning, Wealth Management, Retirement Planning, Investments, Mutual Funds, Financial Planners, Wealth, Strategic Financial..., Portfolio Management, Wealth Management..., Securities, Tax, Trusts, Alternative Investments
Education
McGill University 1991 — 1993
Graduate Degree in Public Accounting
York University - Schulich School of Business 1980 — 1982
MBA
Frank Tucci Frank Tucci's CIBC Wood Gundy Experience July 2001 - July 2008
Job Executive Vice President, Operations at Paradigm Quest Inc
Industry Financial Services
Experience
Paradigm Quest Inc January 2014 - Present
Frank Tucci Consulting January 2009 - December 2013
CIBC Investor's Edge 2006 - July 2008
CIBC Wood Gundy July 2001 - July 2008
Merrill Lynch Canada January 1999 - October 2001
Canada Trust 1983 - 1997
Skills
Marketing Communications, Product Development, Strategic Planning, Team Building, Market Planning, Marketing Strategy, Public Relations, Change Management, Business Strategy, Financial Services, Strategy, Leadership, Product Management, Marketing Management, Team Leadership, Marketing, E-commerce, Organizational..., Project Management, Business Planning, Entrepreneurship, Small Business, Risk Management, Management Consulting, Investments, Portfolio Management, Business Analysis, Start-ups, Strategic Financial..., Financial Planning
Education
Ryerson University
Paradigm Quest Inc January 2014 - Present
Frank Tucci Consulting January 2009 - December 2013
CIBC Investor's Edge 2006 - July 2008
CIBC Wood Gundy July 2001 - July 2008
Merrill Lynch Canada January 1999 - October 2001
Canada Trust 1983 - 1997
Skills
Marketing Communications, Product Development, Strategic Planning, Team Building, Market Planning, Marketing Strategy, Public Relations, Change Management, Business Strategy, Financial Services, Strategy, Leadership, Product Management, Marketing Management, Team Leadership, Marketing, E-commerce, Organizational..., Project Management, Business Planning, Entrepreneurship, Small Business, Risk Management, Management Consulting, Investments, Portfolio Management, Business Analysis, Start-ups, Strategic Financial..., Financial Planning
Education
Ryerson University
Gerry Leduc Gerry Leduc's CIBC Wood Gundy Experience October 1986 - October 2012
Job VP at CIBC Wood Gundy
Industry Financial Services
Experience
RETIRED November 2012 - Present
CIBC Wood Gundy October 1986 - October 2012
CIBC Wood Gundy 1986 - October 2012
Systems Dimensions Limited 1969 - 1990
Datacrown Ltd. October 1973 - September 1986
Systems Dimensions Limited 1973 - 1986
Datacrown 1973 - 1986
SDL (later Datacrown) 1973 - 1986
Education
Queen's University 1970 — 1972
MBA
University of Waterloo 1965 — 1970
BMath
Ecole Secondaire Theriault 1960 — 1965
Grade 13
RETIRED November 2012 - Present
CIBC Wood Gundy October 1986 - October 2012
CIBC Wood Gundy 1986 - October 2012
Systems Dimensions Limited 1969 - 1990
Datacrown Ltd. October 1973 - September 1986
Systems Dimensions Limited 1973 - 1986
Datacrown 1973 - 1986
SDL (later Datacrown) 1973 - 1986
Education
Queen's University 1970 — 1972
MBA
University of Waterloo 1965 — 1970
BMath
Ecole Secondaire Theriault 1960 — 1965
Grade 13
Leanne Gillan's CIBC Wood Gundy Experience June 2012 - Present
Job Client Associate at CIBC Wood Gundy
Industry Banking
Experience
CIBC Wood Gundy June 2012 - Present
Stars of Tomorrow Dance Academy January 2011 - Present
Stars of Tomorrow Dance Academy September 2006 - Present
Skills
Simply Accounting, Microsoft Office, Word, Excel, PowerPoint, Outlook, Teaching, Mutual Funds, Equities, Management, Investments, Spreadsheets, Time Management, Coaching, Microsoft Excel, Insurance, Microsoft Word
Education
Canadian Securities Institute 2011 — 2014
Certification, Finance
Nova Scotia Community College 2011 — 2012
Business, Investment Management, Diploma
Saint Mary's University 2008 — 2011
CIBC Wood Gundy June 2012 - Present
Stars of Tomorrow Dance Academy January 2011 - Present
Stars of Tomorrow Dance Academy September 2006 - Present
Skills
Simply Accounting, Microsoft Office, Word, Excel, PowerPoint, Outlook, Teaching, Mutual Funds, Equities, Management, Investments, Spreadsheets, Time Management, Coaching, Microsoft Excel, Insurance, Microsoft Word
Education
Canadian Securities Institute 2011 — 2014
Certification, Finance
Nova Scotia Community College 2011 — 2012
Business, Investment Management, Diploma
Saint Mary's University 2008 — 2011
Scott Madams, CIM®, DMS's CIBC Wood Gundy Experience September 2006 - Present
Job Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy September 2006 - Present
Financial Service Company July 2005 - August 2006
Skills
Wealth Management, Investments, Mutual Funds, Estate Planning, Strategic Financial..., Insurance, Risk Management, Investment Advisory, Retirement Planning, Wealth, Financial Analysis, Investment Strategies, Segregated Funds, Wealth Management..., Financial Advisory, Asset Allocation, High Net Worth..., Portfolio Management, Investment Management
Education
Red River College 1998 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
CIBC Wood Gundy September 2006 - Present
Financial Service Company July 2005 - August 2006
Skills
Wealth Management, Investments, Mutual Funds, Estate Planning, Strategic Financial..., Insurance, Risk Management, Investment Advisory, Retirement Planning, Wealth, Financial Analysis, Investment Strategies, Segregated Funds, Wealth Management..., Financial Advisory, Asset Allocation, High Net Worth..., Portfolio Management, Investment Management
Education
Red River College 1998 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Penny L. Reid's CIBC Wood Gundy Experience 1999 - 2000
Job Marketing & Communications Leader | MBA | Financial Services | Canada and US Experience
Industry Financial Services
Experience
TD Asset Management March 2015 - Present
Women in Capital Markets May 2011 - February 2013
Independent June 2008 - July 2011
BMO Financial Group 2006 - 2008
BMO Financial Group 2004 - 2006
BMO Financial Group 2001 - 2004
CIBC 2001 - 2001
CIBC Wood Gundy 1999 - 2000
CIBC Wood Gundy 1997 - 1999
CIBC Wood Gundy 1995 - 1997
Skills
Strategy, Integrated Marketing, Marketing Communications, Marketing Strategy, Corporate Communications, Executive..., Internal Communications, Leadership, Program Management, Business Acumen, Brand Management, Customer Experience, Market Research, Public Relations, Management, Strategic Planning, Financial Services, Advertising, Project Management, Banking, Wealth Management, Direct Marketing, Marketing Management, B2C marketing, Marketing Budget..., Brand Architecture, Resource Management, CRM, Knowledge Management
Education
University of Toronto - Rotman School of Management 2014 — 2014
McMaster University 1992 — 1994
Master of Business Administration (MBA)
York University - Schulich School of Business 2003 — 2004
University of New Brunswick 1986 — 1991
BBA
TD Asset Management March 2015 - Present
Women in Capital Markets May 2011 - February 2013
Independent June 2008 - July 2011
BMO Financial Group 2006 - 2008
BMO Financial Group 2004 - 2006
BMO Financial Group 2001 - 2004
CIBC 2001 - 2001
CIBC Wood Gundy 1999 - 2000
CIBC Wood Gundy 1997 - 1999
CIBC Wood Gundy 1995 - 1997
Skills
Strategy, Integrated Marketing, Marketing Communications, Marketing Strategy, Corporate Communications, Executive..., Internal Communications, Leadership, Program Management, Business Acumen, Brand Management, Customer Experience, Market Research, Public Relations, Management, Strategic Planning, Financial Services, Advertising, Project Management, Banking, Wealth Management, Direct Marketing, Marketing Management, B2C marketing, Marketing Budget..., Brand Architecture, Resource Management, CRM, Knowledge Management
Education
University of Toronto - Rotman School of Management 2014 — 2014
McMaster University 1992 — 1994
Master of Business Administration (MBA)
York University - Schulich School of Business 2003 — 2004
University of New Brunswick 1986 — 1991
BBA
Nuria Gonzalez RGD Nuria Gonzalez RGD's CIBC Wood Gundy Experience February 2013 - June 2014
Job Senior Graphic Designer
Industry Graphic Design
Experience
Context Creative September 2015 - Present
United Way of Greater Toronto June 2014 - September 2015
CIBC Wood Gundy February 2013 - June 2014
Nuria Gonzalez. Print and Web Design @ Centre for Social Innovation April 2007 - March 2013
Miles Nadal Jewish Community Centre June 2010 - May 2012
FUSE Magazine July 2010 - July 2011
typotherapy+design inc. February 2006 - December 2008
Igloodesign March 1999 - June 2003
Igloo Design Studio March 2001 - November 2002
Draftfcb Mexico January 2000 - February 2001
Skills
Creative Branding, Social Entrepreneurship, Design Thinking, Editorial Design, Web Design, Typography, Advertising, Photography, Change Leadership, Social Innovation, Art Direction, Creative Direction, Communication Design, Design Strategy, Graphic Design, Corporate Identity, Branding, Corporate Branding, Brand Implementation, Graphics, Brochures, Layout, Newsletters, Catalogs, Flyers, Posters, Change Management, Brand Development, Visual Communication, Creative Strategy, Concept Development, Logo Design, Branding
Education
Ryerson University 2014 — 2016
Postgraduate Certificate, Design Management
Universidad Nacional Autonoma de Mexico 1995 — 1999
Bachelor in Communication Design, Graphic Design
Context Creative September 2015 - Present
United Way of Greater Toronto June 2014 - September 2015
CIBC Wood Gundy February 2013 - June 2014
Nuria Gonzalez. Print and Web Design @ Centre for Social Innovation April 2007 - March 2013
Miles Nadal Jewish Community Centre June 2010 - May 2012
FUSE Magazine July 2010 - July 2011
typotherapy+design inc. February 2006 - December 2008
Igloodesign March 1999 - June 2003
Igloo Design Studio March 2001 - November 2002
Draftfcb Mexico January 2000 - February 2001
Skills
Creative Branding, Social Entrepreneurship, Design Thinking, Editorial Design, Web Design, Typography, Advertising, Photography, Change Leadership, Social Innovation, Art Direction, Creative Direction, Communication Design, Design Strategy, Graphic Design, Corporate Identity, Branding, Corporate Branding, Brand Implementation, Graphics, Brochures, Layout, Newsletters, Catalogs, Flyers, Posters, Change Management, Brand Development, Visual Communication, Creative Strategy, Concept Development, Logo Design, Branding
Education
Ryerson University 2014 — 2016
Postgraduate Certificate, Design Management
Universidad Nacional Autonoma de Mexico 1995 — 1999
Bachelor in Communication Design, Graphic Design
Brian Northwood Brian Northwood's CIBC Wood Gundy Experience March 2015 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy March 2015 - Present
CIF Lab Solutions May 2013 - November 2014
Comtrad 2006 - 2012
Broan-NuTone Canada Inc. 2002 - 2006
IFCO Systems 1999 - 2002
Unilever 1998 - 1999
Ault Foods Ltd. 1993 - 1997
Skills
Manufacturing, Profitability..., Process Improvement, Team Leadership, Operational Excellence, Supply Chain Management, Operations Management, Warehousing, Logistics Management, Change Management, Sales Growth, Entrepreneurship, Sales Strategy, Growth Strategies, New Business Development, Mergers & Acquisitions, Offshore Operations, Marketing Strategy, P&L Management, Sales, Negotiation, Strategic Planning, Leadership, Team Building, Contract Negotiation
Education
McMaster University
Bachelor of Commerce, Business
CIBC Wood Gundy March 2015 - Present
CIF Lab Solutions May 2013 - November 2014
Comtrad 2006 - 2012
Broan-NuTone Canada Inc. 2002 - 2006
IFCO Systems 1999 - 2002
Unilever 1998 - 1999
Ault Foods Ltd. 1993 - 1997
Skills
Manufacturing, Profitability..., Process Improvement, Team Leadership, Operational Excellence, Supply Chain Management, Operations Management, Warehousing, Logistics Management, Change Management, Sales Growth, Entrepreneurship, Sales Strategy, Growth Strategies, New Business Development, Mergers & Acquisitions, Offshore Operations, Marketing Strategy, P&L Management, Sales, Negotiation, Strategic Planning, Leadership, Team Building, Contract Negotiation
Education
McMaster University
Bachelor of Commerce, Business
Lance Bonham Lance Bonham's CIBC Wood Gundy Experience August 2013 - December 2013
Job Honours Bachelor of Commerce Graduate, McMaster University Degroote School of Business
Industry Financial Services
Experience
Pace Consulting Benefits & Pensions LTD. July 2015 - Present
CIBC Wood Gundy August 2013 - December 2013
Skills
Building and..., Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word, Troubleshooting
Education
McMaster University 2011 — 2015
Bachelor’s Degree, Finance and Economics
Cardinal Carter Catholic High School 2008 — 2011
Pace Consulting Benefits & Pensions LTD. July 2015 - Present
CIBC Wood Gundy August 2013 - December 2013
Skills
Building and..., Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word, Troubleshooting
Education
McMaster University 2011 — 2015
Bachelor’s Degree, Finance and Economics
Cardinal Carter Catholic High School 2008 — 2011
Matthew Kielek's CIBC Wood Gundy Experience August 2010 - September 2011
Job Business Development Manager at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management November 2012 - Present
CIBC Wood Gundy August 2010 - September 2011
CIBC Wood Gundy June 2006 - August 2010
CIBC Wood Gundy February 2006 - June 2006
Education
Ryerson University 2009 — 2012
B.Comm, Finance
Canadian Securities Institute
Canadian Securities Course - April 2009
CIBC Asset Management November 2012 - Present
CIBC Wood Gundy August 2010 - September 2011
CIBC Wood Gundy June 2006 - August 2010
CIBC Wood Gundy February 2006 - June 2006
Education
Ryerson University 2009 — 2012
B.Comm, Finance
Canadian Securities Institute
Canadian Securities Course - April 2009
Sandra Boyd Sandra Boyd's CIBC Wood Gundy Experience July 1992 - September 2000
Job Regional Sales Manager, Wealth Management Gold Key
Industry Financial Services
Experience
Great-West Life August 2012 - Present
Great-West Life August 2012 - December 2012
The Hartford May 2008 - December 2010
Franklin Templeton Investments December 2002 - February 2008
Dynamic Mutual Funds September 2000 - October 2002
CIBC Wood Gundy July 1992 - September 2000
Skills
Sales, Marketing, Organization &..., Business Planning, Department Budgeting, Practice Management..., Outstanding..., Problem Solving, Team Management, Sales Presentations, Sequoia Training, PAR Sales Training, Fusion Presentation..., SPIN Selling, Employee Benefits, Pensions, Financial Services, Mutual Funds, Finance, Insurance, Wealth Management
Education
Mount Saint Vincent University 1992 — 1994
Business Administration, Management and Operations
McMaster University 1991 — 1992
Commerce
Great-West Life August 2012 - Present
Great-West Life August 2012 - December 2012
The Hartford May 2008 - December 2010
Franklin Templeton Investments December 2002 - February 2008
Dynamic Mutual Funds September 2000 - October 2002
CIBC Wood Gundy July 1992 - September 2000
Skills
Sales, Marketing, Organization &..., Business Planning, Department Budgeting, Practice Management..., Outstanding..., Problem Solving, Team Management, Sales Presentations, Sequoia Training, PAR Sales Training, Fusion Presentation..., SPIN Selling, Employee Benefits, Pensions, Financial Services, Mutual Funds, Finance, Insurance, Wealth Management
Education
Mount Saint Vincent University 1992 — 1994
Business Administration, Management and Operations
McMaster University 1991 — 1992
Commerce
Woon Jung Cho Woon Jung Cho's CIBC Wood Gundy Experience 2004 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy 2004 - Present
Mutual Indemnity (Bermuda) Ltd. 1994 - 2001
KPMG Bermuda 1993 - 1994
KPMG Montreal 1990 - 1993
Skills
Investments, Mutual Funds, Banking, Private Equity, Wealth Management, Financial Analysis, Portfolio Management, Equities, Financial Reporting, Retirement Planning, Investment Strategies, Investment Advisory, Asset Management, Strategic Financial..., Asset Allocation, Financial Planning
Education
McGill University 1990 — 1992
CA, Graduate Diploma Public Accountancy
McGill University 1987 — 1990
B.Comm, Accounting & International Business
CIBC Wood Gundy 2004 - Present
Mutual Indemnity (Bermuda) Ltd. 1994 - 2001
KPMG Bermuda 1993 - 1994
KPMG Montreal 1990 - 1993
Skills
Investments, Mutual Funds, Banking, Private Equity, Wealth Management, Financial Analysis, Portfolio Management, Equities, Financial Reporting, Retirement Planning, Investment Strategies, Investment Advisory, Asset Management, Strategic Financial..., Asset Allocation, Financial Planning
Education
McGill University 1990 — 1992
CA, Graduate Diploma Public Accountancy
McGill University 1987 — 1990
B.Comm, Accounting & International Business
Trevor Parry M.A. LL.B LL.M (Tax) TEP Trevor Parry M.A. LL.B LL.M (Tax) TEP's CIBC Wood Gundy Experience 1996 - 2002
Job President at Trevor Parry Consulting
Industry Financial Services
Experience
Trevor Parry Consulting October 2014 - Present
Gordon B. Lang & Assoc. Inc May 2002 - September 2014
CIBC Wood Gundy 1996 - 2002
CIBC Wood Gundy 1996 - 2002
Skills
Estate Planning, Retirement Planning, Wealth Management, Financial Planners, Investments, Retirement, Financial Advisory, Strategic Financial..., Investment Advisory, Mutual Funds, Wealth, High Net Worth..., Pensions, Investment Strategies, Insurance, Life Insurance, Term Life Insurance, Risk Management, Financial Planning, Disability Insurance, Fixed Annuities, Wealth Management..., Financial Services, Finance, Savings, Bonds, Personal Finance, Defined Benefit, Asset Allocation, Portfolio Management, Asset Management, Critical Illness, Alternative Investments, Securities, Trusts, Employee Benefits, Long-term Care, Income Protection, Wealth Accumulation, Health Insurance, Long Term Care Insurance, Investment Management, Estate Tax Planning, Succession Planning, ETFs, Personal Financial..., Insurance Planning, Retirement Plan..., Small Business, Tax
Education
York University - Osgoode Hall Law School 2011 — 2013
Master of Law (LL.M.), Taxation, A
Bar Admissions 1995 — 1996
Law
Queen's University 1990 — 1994
LL.B, Law
University of Toronto 1991 — 1992
M.A, History
University of Toronto - University of Trinity College 1985 — 1990
B.A Honours, History
Trevor Parry Consulting October 2014 - Present
Gordon B. Lang & Assoc. Inc May 2002 - September 2014
CIBC Wood Gundy 1996 - 2002
CIBC Wood Gundy 1996 - 2002
Skills
Estate Planning, Retirement Planning, Wealth Management, Financial Planners, Investments, Retirement, Financial Advisory, Strategic Financial..., Investment Advisory, Mutual Funds, Wealth, High Net Worth..., Pensions, Investment Strategies, Insurance, Life Insurance, Term Life Insurance, Risk Management, Financial Planning, Disability Insurance, Fixed Annuities, Wealth Management..., Financial Services, Finance, Savings, Bonds, Personal Finance, Defined Benefit, Asset Allocation, Portfolio Management, Asset Management, Critical Illness, Alternative Investments, Securities, Trusts, Employee Benefits, Long-term Care, Income Protection, Wealth Accumulation, Health Insurance, Long Term Care Insurance, Investment Management, Estate Tax Planning, Succession Planning, ETFs, Personal Financial..., Insurance Planning, Retirement Plan..., Small Business, Tax
Education
York University - Osgoode Hall Law School 2011 — 2013
Master of Law (LL.M.), Taxation, A
Bar Admissions 1995 — 1996
Law
Queen's University 1990 — 1994
LL.B, Law
University of Toronto 1991 — 1992
M.A, History
University of Toronto - University of Trinity College 1985 — 1990
B.A Honours, History
Alan Truax Alan Truax's CIBC Wood Gundy Experience 1992 - 1998
Job Owner, 360 Fitness
Industry Health, Wellness and Fitness
Experience
CIBC - Intria August 2010 - Present
CIBC World Markets December 2005 - October 2006
CIBC World Markets January 2003 - November 2005
CIBC World Markets April 2000 - December 2003
CIBC June 1998 - April 2000
CIBC Wood Gundy 1992 - 1998
Education
Ryerson University 1982 — 1986
Urban and Regional Planning
CIBC - Intria August 2010 - Present
CIBC World Markets December 2005 - October 2006
CIBC World Markets January 2003 - November 2005
CIBC World Markets April 2000 - December 2003
CIBC June 1998 - April 2000
CIBC Wood Gundy 1992 - 1998
Education
Ryerson University 1982 — 1986
Urban and Regional Planning
Gordon Forsey Gordon Forsey's CIBC Wood Gundy Experience March 1997 - Present
Job Financial Advisor, Retirement Planner, Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy March 1997 - Present
Skills
Financial Planning, Portfolio Management, Finance, Financial Advisory, Management, Financial Analysis, Wealth, Strategic Planning, Retirement, Investments, Risk Management, Wealth Management, Banking, Credit, Financial Services, Mutual Funds, Retirement Planning, Mortgage Lending, Estate Planning, Business Strategy, Investment Advisory, Investment Strategies, Asset Management
Education
Memorial University of Newfoundland 1986 — 1988
Master of Business Administration (MBA), Finance and Financial Management Services
University of New Brunswick 1980 — 1984
Bachelor of Science (B.Sc.), Civil Engineering
CIBC Wood Gundy March 1997 - Present
Skills
Financial Planning, Portfolio Management, Finance, Financial Advisory, Management, Financial Analysis, Wealth, Strategic Planning, Retirement, Investments, Risk Management, Wealth Management, Banking, Credit, Financial Services, Mutual Funds, Retirement Planning, Mortgage Lending, Estate Planning, Business Strategy, Investment Advisory, Investment Strategies, Asset Management
Education
Memorial University of Newfoundland 1986 — 1988
Master of Business Administration (MBA), Finance and Financial Management Services
University of New Brunswick 1980 — 1984
Bachelor of Science (B.Sc.), Civil Engineering
Jim Beqaj's CIBC Wood Gundy Experience 1992 - 1996
Job Trusted advisor in recruiting, consulting and coaching
Industry Financial Services
Experience
Beqaj International Inc. February 2003 - Present
Maachu Pte Ltd April 2013 - Present
BAYSTREETDIRECT.COM 2000 - 2002
Bank of Montreal 1997 - 2000
CIBC Wood Gundy 1992 - 1996
Wood Gundy 1989 - 1992
Skills
Capital Markets, Management
Education
Queen's University 1973 — 1977
Bachelor of Arts (B.A.), Economics
Ashbury College 1968 — 1973
Beqaj International Inc. February 2003 - Present
Maachu Pte Ltd April 2013 - Present
BAYSTREETDIRECT.COM 2000 - 2002
Bank of Montreal 1997 - 2000
CIBC Wood Gundy 1992 - 1996
Wood Gundy 1989 - 1992
Skills
Capital Markets, Management
Education
Queen's University 1973 — 1977
Bachelor of Arts (B.A.), Economics
Ashbury College 1968 — 1973
Hans-Michael Schnell Hans-Michael Schnell's CIBC Wood Gundy Experience 2003 - 2004
Job Senior Partner at The Kreo Group Consultants In Financial Planning
Industry Financial Services
Experience
The Kreo Group Consultants In Financial Planning 2008 - Present
Centro Mortgage Inc 2012 - Present
Verico The Mortgage Wellness Group 2011 - 2012
London Life 2004 - 2008
CIBC Wood Gundy 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Insurance, Critical Illness, Investments, Strategic Financial..., Estate Planning, Life Insurance, Disability Insurance, Employee Benefits, TFSA, Alternative Investments, Mortgage Marketing, Certified Mortgage..., RRSP, Residential Mortgages, RESP, Credit, Underwriting, Mortgage Underwriting, Refinance, Construction Loans, Loans, Mortgage Lending, Banking, Commercial Mortgages, Finance, Small Business, Mutual Funds, Retirement, Financial Planners, Real Estate, Wealth Management, Financial Services, Financial Planning, Investment Advisory, Investment Strategies, Debt Consolidation, Real Estate Financing, Retirement Planning, Funding, Financial Advisory, Term Life Insurance, Wealth, Fixed Annuities, Personal Finance
Education
Northwest Missouri State University 1999 — 2001
Bachelor of Science (B.Sc.), Business Administration and Management, General
Southern Arkansas University 1997 — 1998
Business Administration and Management, General
Southwestern Community College 1995 — 1997
Associate of Arts (A.A.), Business Administration and Management, General
The Kreo Group Consultants In Financial Planning 2008 - Present
Centro Mortgage Inc 2012 - Present
Verico The Mortgage Wellness Group 2011 - 2012
London Life 2004 - 2008
CIBC Wood Gundy 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Insurance, Critical Illness, Investments, Strategic Financial..., Estate Planning, Life Insurance, Disability Insurance, Employee Benefits, TFSA, Alternative Investments, Mortgage Marketing, Certified Mortgage..., RRSP, Residential Mortgages, RESP, Credit, Underwriting, Mortgage Underwriting, Refinance, Construction Loans, Loans, Mortgage Lending, Banking, Commercial Mortgages, Finance, Small Business, Mutual Funds, Retirement, Financial Planners, Real Estate, Wealth Management, Financial Services, Financial Planning, Investment Advisory, Investment Strategies, Debt Consolidation, Real Estate Financing, Retirement Planning, Funding, Financial Advisory, Term Life Insurance, Wealth, Fixed Annuities, Personal Finance
Education
Northwest Missouri State University 1999 — 2001
Bachelor of Science (B.Sc.), Business Administration and Management, General
Southern Arkansas University 1997 — 1998
Business Administration and Management, General
Southwestern Community College 1995 — 1997
Associate of Arts (A.A.), Business Administration and Management, General
Caroline Alabi Caroline Alabi's CIBC Wood Gundy Experience September 2000 - May 2001
Job Managing Director at JODAL Health Care, Inc.
Industry Accounting
Experience
JODAL Health Care, Inc. December 2013 - Present
Comcast Cable January 2011 - December 2013
Theodore Presser Company 2010 - January 2011
Brandywine Realty Trust May 2007 - October 2009
ATLANTIS PETROLEUM July 2006 - May 2007
COURT SQUARE LEASING May 2006 - June 2006
Commerce Bank February 2005 - August 2005
CIBC Wood Gundy September 2000 - May 2001
Skills
Access, Accounting, Auditing, Finance, Microsoft Excel, Outlook, QuickBooks, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Bookkeeping, Financial Statements, Data Entry, Banking, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Word, SAP, Tax, US GAAP, Payroll, Invoicing, GAAP, Sarbanes-Oxley Act, Financial Accounting, Great Plains Software, General Ledger, Financial Reporting, Customer Service, Data Analysis, Journal Entries
Education
Saint Joseph's University 2011 — 2013
MBA, Executive MBA
Saint Joseph's University 2008 — 2010
Bachelor of Science; Haub School of Business, Accounting
Temple University 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Accounting
JODAL Health Care, Inc. December 2013 - Present
Comcast Cable January 2011 - December 2013
Theodore Presser Company 2010 - January 2011
Brandywine Realty Trust May 2007 - October 2009
ATLANTIS PETROLEUM July 2006 - May 2007
COURT SQUARE LEASING May 2006 - June 2006
Commerce Bank February 2005 - August 2005
CIBC Wood Gundy September 2000 - May 2001
Skills
Access, Accounting, Auditing, Finance, Microsoft Excel, Outlook, QuickBooks, Account Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Bookkeeping, Financial Statements, Data Entry, Banking, Corporate Finance, Microsoft Office, PowerPoint, Microsoft Word, SAP, Tax, US GAAP, Payroll, Invoicing, GAAP, Sarbanes-Oxley Act, Financial Accounting, Great Plains Software, General Ledger, Financial Reporting, Customer Service, Data Analysis, Journal Entries
Education
Saint Joseph's University 2011 — 2013
MBA, Executive MBA
Saint Joseph's University 2008 — 2010
Bachelor of Science; Haub School of Business, Accounting
Temple University 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Accounting
Tessa Stinson's CIBC Wood Gundy Experience May 2013 - Present
Job Investment Advisor Assistant at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy May 2013 - Present
Destination Eastern and Northumberland Shores Tourist Association June 2012 - August 2012
McKean's 2009 - 2011
Warehouse One 2009 - 2009
Empire Theatres 2007 - 2009
Town of New Glasgow June 2007 - August 2007
Skills
Time Management, Creativity, Problem Solving, Administrative Work, Auditing, Detailed Organization, Selling Skills, Cashiering, Marketing Communications, Online Marketing, PowerPoint, Customer Service, Teamwork, Microsoft Excel, Investments
Education
Nova Scotia Community College 2011 — 2013
Business Administration - Investment Management
Nova Scotia Community College 2006 — 2007
Administrative Assistant and Secretarial Science, General
CIBC Wood Gundy May 2013 - Present
Destination Eastern and Northumberland Shores Tourist Association June 2012 - August 2012
McKean's 2009 - 2011
Warehouse One 2009 - 2009
Empire Theatres 2007 - 2009
Town of New Glasgow June 2007 - August 2007
Skills
Time Management, Creativity, Problem Solving, Administrative Work, Auditing, Detailed Organization, Selling Skills, Cashiering, Marketing Communications, Online Marketing, PowerPoint, Customer Service, Teamwork, Microsoft Excel, Investments
Education
Nova Scotia Community College 2011 — 2013
Business Administration - Investment Management
Nova Scotia Community College 2006 — 2007
Administrative Assistant and Secretarial Science, General
Wayne Yao, CFE's CIBC Wood Gundy Experience May 2006 - September 2006
Job Analytics, Lead at CIBC
Industry Management Consulting
Experience
CIBC August 2014 - Present
PwC Consulting July 2008 - July 2014
CIBC, Internet Channel Technology May 2007 - September 2007
CIBC, Technology Architecture January 2007 - May 2007
CIBC Wood Gundy May 2006 - September 2006
Skills
Requirements Analysis, Visio, Requirements Gathering, Business Analysis, Data Analysis, Computer Forensics, Analysis, Auditing, SQL, SharePoint, Vendor Management, Software Documentation, Data Mining, Data Modeling, Litigation Support, Risk Management, Business Process..., IT Audit, Access, Team Leadership, Business Intelligence, PowerPoint, Risk Assessment, Agile Methodologies, Business Requirements, Microsoft Excel, Database Marketing, Documentation, SDLC, Problem Solving, Process Engineering, Knowledge Management, Quality Assurance, Change Management, Compliance, Management Consulting, IT Strategy, Excel, Microsoft Office, Team Building
Education
Ryerson University 2003 — 2008
BCOMM, Information Technology Management
CIBC August 2014 - Present
PwC Consulting July 2008 - July 2014
CIBC, Internet Channel Technology May 2007 - September 2007
CIBC, Technology Architecture January 2007 - May 2007
CIBC Wood Gundy May 2006 - September 2006
Skills
Requirements Analysis, Visio, Requirements Gathering, Business Analysis, Data Analysis, Computer Forensics, Analysis, Auditing, SQL, SharePoint, Vendor Management, Software Documentation, Data Mining, Data Modeling, Litigation Support, Risk Management, Business Process..., IT Audit, Access, Team Leadership, Business Intelligence, PowerPoint, Risk Assessment, Agile Methodologies, Business Requirements, Microsoft Excel, Database Marketing, Documentation, SDLC, Problem Solving, Process Engineering, Knowledge Management, Quality Assurance, Change Management, Compliance, Management Consulting, IT Strategy, Excel, Microsoft Office, Team Building
Education
Ryerson University 2003 — 2008
BCOMM, Information Technology Management
Alex Stewart Alex Stewart's CIBC Wood Gundy Experience January 1986 - December 1986
Job COO at eBRIDGE Software
Industry Information Technology and Services
Experience
eBRIDGE Software August 2005 - Present
Hemosol Inc. July 2002 - August 2005
Hemosol Inc. 2002 - 2005
Enbridge Consumers Gas 1999 - 2002
Stannair Energy Management 1998 - 1999
Wescam Inc. October 1995 - 1998
BMO Nesbitt Burns January 1995 - December 1995
Gandalf Canada September 1987 - October 1995
CIBC Wood Gundy January 1986 - December 1986
TRW January 1980 - December 1985
Skills
Business Strategy, Team Leadership, Strategic Planning, Project Management, Strategy, Management, Leadership, Coaching, Team Building, Negotiation, Sales Management, CRM, Business Process, Consulting, SaaS
Education
University of Waterloo 1981 — 1983
C.F.S.E.E. 1979 — 1980
Elect Tech
Devry Inst. 1978 — 1979
Mohawk College 1976 — 1977
eBRIDGE Software August 2005 - Present
Hemosol Inc. July 2002 - August 2005
Hemosol Inc. 2002 - 2005
Enbridge Consumers Gas 1999 - 2002
Stannair Energy Management 1998 - 1999
Wescam Inc. October 1995 - 1998
BMO Nesbitt Burns January 1995 - December 1995
Gandalf Canada September 1987 - October 1995
CIBC Wood Gundy January 1986 - December 1986
TRW January 1980 - December 1985
Skills
Business Strategy, Team Leadership, Strategic Planning, Project Management, Strategy, Management, Leadership, Coaching, Team Building, Negotiation, Sales Management, CRM, Business Process, Consulting, SaaS
Education
University of Waterloo 1981 — 1983
C.F.S.E.E. 1979 — 1980
Elect Tech
Devry Inst. 1978 — 1979
Mohawk College 1976 — 1977
Ambreen Bana's CIBC Wood Gundy Experience October 2005 - Present
Job Financial Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy October 2005 - Present
Education
Middlesex University 1999 — 2002
BA, Business Economics and Law
Canadian Securities Institute
CSC, CPH, IATP, WME, WME-FPS
Financial Planning Standards Council
FPSC Level 1, Financial Planning and Services
CIBC Wood Gundy October 2005 - Present
Education
Middlesex University 1999 — 2002
BA, Business Economics and Law
Canadian Securities Institute
CSC, CPH, IATP, WME, WME-FPS
Financial Planning Standards Council
FPSC Level 1, Financial Planning and Services
Tarmo Tristan Teng's CIBC Wood Gundy Experience 1989 - 1993
Job Senior Portfolio Manager
Industry Financial Services
Experience
Canada Pension Plan Investment Board December 2008 - Present
CIBC 2004 - October 2008
CIBC Wood Gundy World Markets 1995 - 2000
CIBC 1993 - 1995
CIBC Wood Gundy 1989 - 1993
Skills
Quantitative Analytics, Derivatives, Risk Management, Commodity Markets, Equities, Asset Allocation, Capital Markets, Investment Strategies, Credit Risk, Market Risk, Trading Strategies, Investments, Asset Management, Equity Derivatives
Education
University of Toronto 1980 — 1984
B. Sc., Applied Mathematics
Ontario College of Art and Design 2000 — 2004
BA, Fine Art
Canada Pension Plan Investment Board December 2008 - Present
CIBC 2004 - October 2008
CIBC Wood Gundy World Markets 1995 - 2000
CIBC 1993 - 1995
CIBC Wood Gundy 1989 - 1993
Skills
Quantitative Analytics, Derivatives, Risk Management, Commodity Markets, Equities, Asset Allocation, Capital Markets, Investment Strategies, Credit Risk, Market Risk, Trading Strategies, Investments, Asset Management, Equity Derivatives
Education
University of Toronto 1980 — 1984
B. Sc., Applied Mathematics
Ontario College of Art and Design 2000 — 2004
BA, Fine Art
Shamira Dewshi's CIBC Wood Gundy Experience January 2000 - January 2006
Job Sales Marketing Manager, Rogers Digital Media
Industry Online Media
Experience
Rogers Digital Media 2011 - Present
Ambit Executive Search2008 - 2009 May 2008 - August 2009
Haywood Securities Inc May 2006 - October 2007
CIBC Wood Gundy January 2000 - January 2006
Merrill Lynch Insurance January 2000 - January 2002
Manulife Financial, National Accounts January 1999 - January 2000
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Analysis, Corporate Communications, Digital Marketing, Digital Media, Editing, Event Planning, Financial Services, Integrated Marketing, Internal Communications, Lead Generation, Management, Market Research, Marketing, Project Management, Social Media, Social Media Marketing
Education
Project Management Institute 2009 — 2009
PMP
Ryerson University 1997 — 1999
Bachelor of Commerce, Marketing
Seneca College
Marketing Administration Diploma
Rogers Digital Media 2011 - Present
Ambit Executive Search2008 - 2009 May 2008 - August 2009
Haywood Securities Inc May 2006 - October 2007
CIBC Wood Gundy January 2000 - January 2006
Merrill Lynch Insurance January 2000 - January 2002
Manulife Financial, National Accounts January 1999 - January 2000
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Analysis, Corporate Communications, Digital Marketing, Digital Media, Editing, Event Planning, Financial Services, Integrated Marketing, Internal Communications, Lead Generation, Management, Market Research, Marketing, Project Management, Social Media, Social Media Marketing
Education
Project Management Institute 2009 — 2009
PMP
Ryerson University 1997 — 1999
Bachelor of Commerce, Marketing
Seneca College
Marketing Administration Diploma
Allen Murphy's CIBC Wood Gundy Experience January 2001 - Present
Job Financial Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy January 2001 - Present
Education
Queen's University 2002 — 2004
CIBC Wood Gundy January 2001 - Present
Education
Queen's University 2002 — 2004
Geoffrey Pennal's CIBC Wood Gundy Experience January 2005 - Present
Job Investment Advisor and Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy January 2005 - Present
National Bank Financial January 2002 - January 2005
Thomson Kernaghan January 2000 - July 2003
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Bonds, Financial Services, Investment Advisory, Financial Planning, Equities, Securities
Education
Queen's University 1994 — 1997
BAH, History
St. Andrew's College 1989 — 1994
CIBC Wood Gundy January 2005 - Present
National Bank Financial January 2002 - January 2005
Thomson Kernaghan January 2000 - July 2003
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Bonds, Financial Services, Investment Advisory, Financial Planning, Equities, Securities
Education
Queen's University 1994 — 1997
BAH, History
St. Andrew's College 1989 — 1994
Gene Roytvarf's CIBC Wood Gundy Experience 1995 - March 1997
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2013 - Present
Bank of America / Merrill Lynch August 2009 - December 2012
Deutsche Bank March 2000 - June 2009
Merrill Lynch March 1997 - March 2000
CIBC Wood Gundy 1995 - March 1997
Goldman Sachs 1993 - 1995
Bell Laboratories March 1985 - March 1993
Skills
Prime Brokerage, Enterprise Architecture, Equities, Reference Data, Business Intelligence, Program Management, Securities Lending, Collateral Management, Information Technology..., Technical Leadership, Transaction Processing, Decision Support, Technology Development, Equity Finance
Education
New Jersey Institute of Technology 1979 — 1983
B.S., Computer Science
J.P. Morgan January 2013 - Present
Bank of America / Merrill Lynch August 2009 - December 2012
Deutsche Bank March 2000 - June 2009
Merrill Lynch March 1997 - March 2000
CIBC Wood Gundy 1995 - March 1997
Goldman Sachs 1993 - 1995
Bell Laboratories March 1985 - March 1993
Skills
Prime Brokerage, Enterprise Architecture, Equities, Reference Data, Business Intelligence, Program Management, Securities Lending, Collateral Management, Information Technology..., Technical Leadership, Transaction Processing, Decision Support, Technology Development, Equity Finance
Education
New Jersey Institute of Technology 1979 — 1983
B.S., Computer Science
Susan Andrighetti's CIBC Wood Gundy Experience July 1991 - Present
Job First Vice President, Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy July 1991 - Present
Merrill Lynch Canada 1997 - 2001
Midland Walwyn 1990 - 1997
RBC Dominion Securities 1987 - 1990
Skills
Investment Advisory
Education
McMaster University 1979 — 1983
CIBC Wood Gundy July 1991 - Present
Merrill Lynch Canada 1997 - 2001
Midland Walwyn 1990 - 1997
RBC Dominion Securities 1987 - 1990
Skills
Investment Advisory
Education
McMaster University 1979 — 1983
Bradley Knight's CIBC Wood Gundy Experience April 1996 - November 2002
Job Senior Director, SCM, Problem Management and Capacity at CIBC
Industry Financial Services
Experience
CIBC June 2014 - Present
CIBC - INTRIA Items Division November 2009 - June 2014
CIBC December 2006 - November 2009
Hewlett-Packard February 2004 - December 2006
Soroc Technology December 2002 - February 2004
CIBC Wood Gundy April 1996 - November 2002
Skills
ITIL, Program Management, Integration, Strategy, Business Analysis, Management, Leadership, Strategic Planning, Infrastructure, Service Management, IT Strategy, Vendor Management, Disaster Recovery, IT Service Management, IT Management, Cloud Computing, IT Operations, Governance, Outsourcing, Business Continuity, Change Management, Service Delivery, Incident Management, Project Management, Process Improvement, Project Delivery, SharePoint, Risk Management, Enterprise Software, Data Center, Software Licensing
Education
Mohawk College 1990 — 1994
Technology
CIBC June 2014 - Present
CIBC - INTRIA Items Division November 2009 - June 2014
CIBC December 2006 - November 2009
Hewlett-Packard February 2004 - December 2006
Soroc Technology December 2002 - February 2004
CIBC Wood Gundy April 1996 - November 2002
Skills
ITIL, Program Management, Integration, Strategy, Business Analysis, Management, Leadership, Strategic Planning, Infrastructure, Service Management, IT Strategy, Vendor Management, Disaster Recovery, IT Service Management, IT Management, Cloud Computing, IT Operations, Governance, Outsourcing, Business Continuity, Change Management, Service Delivery, Incident Management, Project Management, Process Improvement, Project Delivery, SharePoint, Risk Management, Enterprise Software, Data Center, Software Licensing
Education
Mohawk College 1990 — 1994
Technology
Kenneth Lem's CIBC Wood Gundy Experience October 2006 - February 2008
Job Senior Business Analyst at the Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal February 2008 - Present
CIBC Wood Gundy October 2006 - February 2008
CGI December 2000 - October 2006
Skills
Business Analysis, Banking
Education
Ryerson University 1990 — 1994
Bank of Montreal February 2008 - Present
CIBC Wood Gundy October 2006 - February 2008
CGI December 2000 - October 2006
Skills
Business Analysis, Banking
Education
Ryerson University 1990 — 1994
Jeff Bradshaw's CIBC Wood Gundy Experience November 2004 - November 2008
Job Technical Practice Manager at D+H
Industry Information Technology and Services
Experience
D+H July 2013 - Present
D+H December 2010 - July 2013
Filogix (Cyence Business Unit) April 2009 - December 2010
Nevermore Solutions September 2001 - December 2010
CIBC Wood Gundy November 2004 - November 2008
CIBC November 2004 - November 2008
EDS February 1997 - September 2001
HEPCOE Credit Union January 1993 - January 1997
Household International November 1987 - December 1992
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Vendor Management, Business Requirements, Business Process..., IT Strategy, Change Management, Visio, Process Improvement, Project Portfolio..., Quality Assurance, PMO, Professional Services, Business Intelligence, Project Delivery, Resource Management, Business Process, Software Project..., Agile Methodologies, ITIL, Integration, Management, Consulting, Team Leadership
Education
University of Toronto - Woodsworth College 1990 — 2012
BComm (partial), Commerce
Mohawk College 1984 — 1987
Computer Systems Technology, Computer Programming and Analysis
D+H July 2013 - Present
D+H December 2010 - July 2013
Filogix (Cyence Business Unit) April 2009 - December 2010
Nevermore Solutions September 2001 - December 2010
CIBC Wood Gundy November 2004 - November 2008
CIBC November 2004 - November 2008
EDS February 1997 - September 2001
HEPCOE Credit Union January 1993 - January 1997
Household International November 1987 - December 1992
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Vendor Management, Business Requirements, Business Process..., IT Strategy, Change Management, Visio, Process Improvement, Project Portfolio..., Quality Assurance, PMO, Professional Services, Business Intelligence, Project Delivery, Resource Management, Business Process, Software Project..., Agile Methodologies, ITIL, Integration, Management, Consulting, Team Leadership
Education
University of Toronto - Woodsworth College 1990 — 2012
BComm (partial), Commerce
Mohawk College 1984 — 1987
Computer Systems Technology, Computer Programming and Analysis
Roman Friedrich's CIBC Wood Gundy Experience 1989 - 1992
Job Investment Banker Mining Industry
Industry Mining & Metals
Experience
Roman Friedrich & Company April 1998 - Present
Guggenheim Funds April 2003 - Present
Zincore Metals Inc. June 2009 - Present
TD 1996 - 1998
Lancaster Financial 1992 - 1996
CIBC Wood Gundy 1989 - 1992
Burns Fry 1983 - 1987
Chase Manhattan Bank 1970 - 1982
Skills
Investments, Mining Finance, Mergers, Due Diligence, Gold, Finance, Minerals, Mineral Exploration, Coal, Corporate Finance, Private Equity, Iron Ore, Valuation, Capital Markets, Mergers & Acquisitions, Mining, Joint Ventures, IPO, Commodity, Private Placements, Project Finance, Divestitures, Venture Capital, Corporate Development, M&A experience, Capital, Business Valuation, Financial Structuring, Funding, Equity Capital Markets, Emerging Markets, Investor Relations, Trading, LBO, Acquisitions, Equity Valuation, Restructuring
Education
Rutgers University-New Brunswick 1964 — 1969
BA, English
New York University 1971 — 1973
Master of Business Administration (MBA), Business
Roman Friedrich & Company April 1998 - Present
Guggenheim Funds April 2003 - Present
Zincore Metals Inc. June 2009 - Present
TD 1996 - 1998
Lancaster Financial 1992 - 1996
CIBC Wood Gundy 1989 - 1992
Burns Fry 1983 - 1987
Chase Manhattan Bank 1970 - 1982
Skills
Investments, Mining Finance, Mergers, Due Diligence, Gold, Finance, Minerals, Mineral Exploration, Coal, Corporate Finance, Private Equity, Iron Ore, Valuation, Capital Markets, Mergers & Acquisitions, Mining, Joint Ventures, IPO, Commodity, Private Placements, Project Finance, Divestitures, Venture Capital, Corporate Development, M&A experience, Capital, Business Valuation, Financial Structuring, Funding, Equity Capital Markets, Emerging Markets, Investor Relations, Trading, LBO, Acquisitions, Equity Valuation, Restructuring
Education
Rutgers University-New Brunswick 1964 — 1969
BA, English
New York University 1971 — 1973
Master of Business Administration (MBA), Business
Heather (Giffin) Dominique's CIBC Wood Gundy Experience 1996 - 2002
Job Director, Marketing
Industry Financial Services
Experience
Fidelity Investments Canada 2010 - Present
Bank of Montreal 2006 - 2008
BMO Nesbitt Burns 2006 - 2006
Heather's Fun 2003 - 2005
CIBC Wood Gundy 1996 - 2002
Sun Life Trust 1989 - 1995
Skills
Leadership, People Management, Strategy, Marketing Strategy, Digital Strategy, Content Strategy, Marketing, Digital Marketing, Product Management, Mutual Funds, Investments, Management, Change Management, Risk Management, Analytics
Education
Saint Mary's University
BA, Sociology
University of Toronto
Certificate in Project Management Fundamentals
Fidelity Investments Canada 2010 - Present
Bank of Montreal 2006 - 2008
BMO Nesbitt Burns 2006 - 2006
Heather's Fun 2003 - 2005
CIBC Wood Gundy 1996 - 2002
Sun Life Trust 1989 - 1995
Skills
Leadership, People Management, Strategy, Marketing Strategy, Digital Strategy, Content Strategy, Marketing, Digital Marketing, Product Management, Mutual Funds, Investments, Management, Change Management, Risk Management, Analytics
Education
Saint Mary's University
BA, Sociology
University of Toronto
Certificate in Project Management Fundamentals
Ryan Gerstel's CIBC Wood Gundy Experience September 2001 - Present
Job Vice President, Portfolio Manager, Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy September 2001 - Present
Skills
Wealth Management, Fixed Income, ETFs, Hedge Funds, Portfolio Management, Equities, Asset Management, Investment Strategies, Alternative Investments
Education
CFA Institute 2004 — 2006
CFA, Finance
McGill University 1997 — 2001
Econ
CIBC Wood Gundy September 2001 - Present
Skills
Wealth Management, Fixed Income, ETFs, Hedge Funds, Portfolio Management, Equities, Asset Management, Investment Strategies, Alternative Investments
Education
CFA Institute 2004 — 2006
CFA, Finance
McGill University 1997 — 2001
Econ
Carmine Preziuso's CIBC Wood Gundy Experience March 2004 - Present
Job Vice President & Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy March 2004 - Present
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Portfolio Management, Equities, Asset Allocation, Strategic Financial..., Fixed Income, Securities, Estate Planning, Asset Management, Retirement, Alternative Investments, Financial Advisory, ETFs, Wealth, High Net Worth..., Wealth Management..., Investment Management, Bonds, Hedge Funds, Options, Personal Financial..., Equity Research, Structured Products, Life Insurance, Trading, Separately Managed..., Retirement Savings, RRSP, Wealth Preservation..., Tactical Asset..., Financial Planning
Education
Ryerson University 1992 — 1996
Bachelor of Commerce (B.Com.), Finance & Communication
CIBC Wood Gundy March 2004 - Present
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Portfolio Management, Equities, Asset Allocation, Strategic Financial..., Fixed Income, Securities, Estate Planning, Asset Management, Retirement, Alternative Investments, Financial Advisory, ETFs, Wealth, High Net Worth..., Wealth Management..., Investment Management, Bonds, Hedge Funds, Options, Personal Financial..., Equity Research, Structured Products, Life Insurance, Trading, Separately Managed..., Retirement Savings, RRSP, Wealth Preservation..., Tactical Asset..., Financial Planning
Education
Ryerson University 1992 — 1996
Bachelor of Commerce (B.Com.), Finance & Communication
Iris Sugiyama's CIBC Wood Gundy Experience
Job VP, Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy
Skills
Investment Advisory, Wealth Management, Mutual Funds, Investment Strategies, Investments, Financial Advisory, Securities
Education
National University of Singapore
BBA, Business
CIBC Wood Gundy
Skills
Investment Advisory, Wealth Management, Mutual Funds, Investment Strategies, Investments, Financial Advisory, Securities
Education
National University of Singapore
BBA, Business
Graham Fry, CFA's CIBC Wood Gundy Experience January 1989 - January 1994
Job Director at Scotiabank GBM, Financial Institutions Group CCM, Head of Commercial Paper Origination
Industry Investment Banking
Experience
Scotiabank Global Banking and Markets February 2008 - Present
Scotia Capital Inc January 1998 - January 2008
Merrill Lynch January 1996 - January 1998
Merrill Lynch 1996 - 1998
Toronto Dominion Bank January 1994 - January 1996
TD Securities 1994 - 1996
CIBC Wood Gundy January 1989 - January 1994
CIBC Wood Gundy 1987 - 1994
Mackenzie Financial Corporation January 1986 - January 1989
Skills
Fixed Income, Capital Markets, Securities, Derivatives, Portfolio Management, Trading, Investments, Banking, Risk Management, Finance, Structured Finance, Credit, Money Market, Investment Strategies, Funding
Education
McMaster University 1979 — 1985
HBA, Economics
Scotiabank Global Banking and Markets February 2008 - Present
Scotia Capital Inc January 1998 - January 2008
Merrill Lynch January 1996 - January 1998
Merrill Lynch 1996 - 1998
Toronto Dominion Bank January 1994 - January 1996
TD Securities 1994 - 1996
CIBC Wood Gundy January 1989 - January 1994
CIBC Wood Gundy 1987 - 1994
Mackenzie Financial Corporation January 1986 - January 1989
Skills
Fixed Income, Capital Markets, Securities, Derivatives, Portfolio Management, Trading, Investments, Banking, Risk Management, Finance, Structured Finance, Credit, Money Market, Investment Strategies, Funding
Education
McMaster University 1979 — 1985
HBA, Economics
Philip Toop's CIBC Wood Gundy Experience May 1988 - August 1990
Job Financial Services Professional
Industry Financial Services
Experience
CIBC World Markets April 2005 - May 2010
CIBC World Markets February 1994 - April 2005
CIBC World Markets May 1992 - February 1994
CIBC Wood Gundy May 1988 - August 1990
Skills
Capital Markets, Management, Equities, Finance, Financial Analysis, Risk Management, Financial Services, Derivatives, Strategic Financial..., Business Analysis, Trading, Strategy, Analysis
Education
AIMR 1996 — 2000
CFA
McGill University 1990 — 1992
MBA, Finance
Trent University 1979 — 1984
B A, English Literature
CIBC World Markets April 2005 - May 2010
CIBC World Markets February 1994 - April 2005
CIBC World Markets May 1992 - February 1994
CIBC Wood Gundy May 1988 - August 1990
Skills
Capital Markets, Management, Equities, Finance, Financial Analysis, Risk Management, Financial Services, Derivatives, Strategic Financial..., Business Analysis, Trading, Strategy, Analysis
Education
AIMR 1996 — 2000
CFA
McGill University 1990 — 1992
MBA, Finance
Trent University 1979 — 1984
B A, English Literature
Don Watt's CIBC Wood Gundy Experience January 1997 - September 2003
Job Vice President at Hampton Securities
Industry Financial Services
Experience
Hampton Securities September 2003 - Present
CIBC Wood Gundy January 1997 - September 2003
Skills
Wealth Management, Equities, Capital Markets, Investments, ETFs, Life Insurance, Portfolio Management, Derivatives, Market Analysis, Research, Customer Service, Trading, Managerial Finance, Asset Management, Annuity Sales, Fixed Assets, Private Equity, Equity Research, Equity Derivatives, Equity Trading, Options, Strategic Financial..., Bonds, Techinical Analysis, Fixed Income, Financial Analysis, Financial Planning
Education
IDA
Portfolio Manager Designation
FSCO
Level I and Level II Life Insurance licenced
McGill University
Bachelor of Commerce (BCom), Finance and Marketing
Lower Canada College
Hampton Securities September 2003 - Present
CIBC Wood Gundy January 1997 - September 2003
Skills
Wealth Management, Equities, Capital Markets, Investments, ETFs, Life Insurance, Portfolio Management, Derivatives, Market Analysis, Research, Customer Service, Trading, Managerial Finance, Asset Management, Annuity Sales, Fixed Assets, Private Equity, Equity Research, Equity Derivatives, Equity Trading, Options, Strategic Financial..., Bonds, Techinical Analysis, Fixed Income, Financial Analysis, Financial Planning
Education
IDA
Portfolio Manager Designation
FSCO
Level I and Level II Life Insurance licenced
McGill University
Bachelor of Commerce (BCom), Finance and Marketing
Lower Canada College
Babs Fletcher's CIBC Wood Gundy Experience March 1997 - June 2010
Job Senior Director, CIBC
Industry Financial Services
Experience
CIBC October 2011 - Present
CIBC June 2010 - October 2011
CIBC Wood Gundy March 1997 - June 2010
CIBC Securities Inc 1992 - 1997
Price Waterhouse 1986 - 1990
Skills
Investments, Coaching, Strategic Planning, Human Resources, Banking, Recruiting, Financial Analysis, Portfolio Management, Leadership, Securities, Strategy, Relationship Management, Vendor Management, Management Consulting, Wealth Management, Equities, Business Strategy, Mergers & Acquisitions, PMO, Program Management, Management, Finance
Education
Queen's University
Bachelor of Commerce (BCom)
Anderson CVI
CIBC October 2011 - Present
CIBC June 2010 - October 2011
CIBC Wood Gundy March 1997 - June 2010
CIBC Securities Inc 1992 - 1997
Price Waterhouse 1986 - 1990
Skills
Investments, Coaching, Strategic Planning, Human Resources, Banking, Recruiting, Financial Analysis, Portfolio Management, Leadership, Securities, Strategy, Relationship Management, Vendor Management, Management Consulting, Wealth Management, Equities, Business Strategy, Mergers & Acquisitions, PMO, Program Management, Management, Finance
Education
Queen's University
Bachelor of Commerce (BCom)
Anderson CVI
Don Gomes, CSPO's CIBC Wood Gundy Experience November 2008 - December 2010
Job Manager, BSA at Questrade
Industry Financial Services
Experience
Questrade March 2015 - Present
Scotiabank February 2013 - February 2015
Scotiabank November 2011 - January 2013
CGI January 2011 - October 2011
CIBC Wood Gundy November 2008 - December 2010
Ryerson University September 2004 - December 2008
CIBC Wood Gundy December 2006 - October 2008
CIBC Wood Gundy July 2005 - November 2006
Skills
Business Analysis, Business Requirements, User Acceptance Testing, Analysis, Business Process, SQL, Requirements Analysis, Microsoft Office, Microsoft Excel, Banking, Management, Online Brokerage, Mobile Brokerage, Financial Modeling, Finance, Production Support, Test Cases, Brokerage, SDLC, Mobile Payments, Derivatives, Fixed Income, CRM, Mobile Devices, Strategy, Mobile Applications, Teaching skills, Teaching experience, Trading Applications, Training & Development, Facilitator, Manager, Customer service, Registered Products, Fixed Income Products, NFC, Adult Education, Microsoft Project, Relationship Management, Vendor Management, Technical Documentation
Education
McMaster University via Global Knowledge 2008 — 2017
Certification
Ryerson University 2001 — 2006
BBM
Questrade March 2015 - Present
Scotiabank February 2013 - February 2015
Scotiabank November 2011 - January 2013
CGI January 2011 - October 2011
CIBC Wood Gundy November 2008 - December 2010
Ryerson University September 2004 - December 2008
CIBC Wood Gundy December 2006 - October 2008
CIBC Wood Gundy July 2005 - November 2006
Skills
Business Analysis, Business Requirements, User Acceptance Testing, Analysis, Business Process, SQL, Requirements Analysis, Microsoft Office, Microsoft Excel, Banking, Management, Online Brokerage, Mobile Brokerage, Financial Modeling, Finance, Production Support, Test Cases, Brokerage, SDLC, Mobile Payments, Derivatives, Fixed Income, CRM, Mobile Devices, Strategy, Mobile Applications, Teaching skills, Teaching experience, Trading Applications, Training & Development, Facilitator, Manager, Customer service, Registered Products, Fixed Income Products, NFC, Adult Education, Microsoft Project, Relationship Management, Vendor Management, Technical Documentation
Education
McMaster University via Global Knowledge 2008 — 2017
Certification
Ryerson University 2001 — 2006
BBM
Alexander Gross CPA, CGA FCSI's CIBC Wood Gundy Experience October 2011 - Present
Job Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy October 2011 - Present
HSBC Securities August 2007 - October 2011
RBC Dominion Securities January 2000 - August 2007
Skills
Investment Advisory, Asset Allocation, Investment Strategies, High Net Worth..., Portfolios, Wealth Management, ETFs, Mutual Funds, Stocks, Fixed Income, Segregated Funds, Private Wealth..., Retirement Planning, Bonds, Equities, Investment Products, Fixed Income Products, Wealth, Asset Management, Securities
Education
McGill University 1997 — 2001
Diploma in Accounting, Accountancy
University of Ottawa / Université d'Ottawa 1989 — 1991
Master's degree, Health/Health Care Administration/Management
CIBC Wood Gundy October 2011 - Present
HSBC Securities August 2007 - October 2011
RBC Dominion Securities January 2000 - August 2007
Skills
Investment Advisory, Asset Allocation, Investment Strategies, High Net Worth..., Portfolios, Wealth Management, ETFs, Mutual Funds, Stocks, Fixed Income, Segregated Funds, Private Wealth..., Retirement Planning, Bonds, Equities, Investment Products, Fixed Income Products, Wealth, Asset Management, Securities
Education
McGill University 1997 — 2001
Diploma in Accounting, Accountancy
University of Ottawa / Université d'Ottawa 1989 — 1991
Master's degree, Health/Health Care Administration/Management
Jennifer Barrera Wong's CIBC Wood Gundy Experience October 2006 - Present
Job Registered Representative at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy October 2006 - Present
Education
Coaches Training Institute
McMaster University
BA, Psychology
Sheridan College
Certificate, Corporate Communications
CIBC Wood Gundy October 2006 - Present
Education
Coaches Training Institute
McMaster University
BA, Psychology
Sheridan College
Certificate, Corporate Communications
Laurie Smuk's CIBC Wood Gundy Experience November 1986 - September 1989
Job Client Service Delivery Professional seeking opportunities
Industry Financial Services
Experience
National Bank Correspondent Network May 2007 - October 2014
National Bank Correspondent Network February 2000 - May 2007
First Marathon Securities Ltd/Correspondent Network February 1997 - February 2000
First Marathon Securities Ltd December 1993 - February 1997
First Marathon Securities Ltd December 1989 - December 1993
First Marathon Securities Ltd September 1989 - December 1989
CIBC Wood Gundy November 1986 - September 1989
Skills
Equities, Investments, Securities, Asset Managment, Risk Management, Capital Markets, Investment Strategies, Trading, Alternative Investments, Asset Management, Banking, Financial Markets, Financial Services, Leadership, Management, Credit, Trading Systems, Hedge Funds, Options, Client Relations, Team Management
Education
McMaster University 1981 — 1985
BSc, Mathematics
National Bank Correspondent Network May 2007 - October 2014
National Bank Correspondent Network February 2000 - May 2007
First Marathon Securities Ltd/Correspondent Network February 1997 - February 2000
First Marathon Securities Ltd December 1993 - February 1997
First Marathon Securities Ltd December 1989 - December 1993
First Marathon Securities Ltd September 1989 - December 1989
CIBC Wood Gundy November 1986 - September 1989
Skills
Equities, Investments, Securities, Asset Managment, Risk Management, Capital Markets, Investment Strategies, Trading, Alternative Investments, Asset Management, Banking, Financial Markets, Financial Services, Leadership, Management, Credit, Trading Systems, Hedge Funds, Options, Client Relations, Team Management
Education
McMaster University 1981 — 1985
BSc, Mathematics
nelson myers's CIBC Wood Gundy Experience January 1985 - October 1994
Job financial rep. Foster & Associates
Industry Financial Services
Experience
Foster and Associates---Retail Investment Services February 2006 - Present
Watt Carmichael inc. October 1994 - February 2006
CIBC Wood Gundy January 1985 - October 1994
Skills
Microsoft Office, Microsoft Excel, Budgets, Forecasting, Project Management, Business Development, PowerPoint, Salesforce.com, Account Management, Customer Service, Microsoft Word, Sales, Management, Photoshop, Strategic Planning, Outlook, Financial Analysis, Contract Negotiation, Accounting, New Business Development
Education
McMaster University 1967 — 1969
Master of Business Administration (MBA), Finance, General
Loyola College Montreal Quebec 1963 — 1967
B.comm, Accounting
Foster and Associates---Retail Investment Services February 2006 - Present
Watt Carmichael inc. October 1994 - February 2006
CIBC Wood Gundy January 1985 - October 1994
Skills
Microsoft Office, Microsoft Excel, Budgets, Forecasting, Project Management, Business Development, PowerPoint, Salesforce.com, Account Management, Customer Service, Microsoft Word, Sales, Management, Photoshop, Strategic Planning, Outlook, Financial Analysis, Contract Negotiation, Accounting, New Business Development
Education
McMaster University 1967 — 1969
Master of Business Administration (MBA), Finance, General
Loyola College Montreal Quebec 1963 — 1967
B.comm, Accounting
Greg Giffin's CIBC Wood Gundy Experience January 1998 - December 2001
Job VicePresident
Industry Financial Services
Experience
CI Investments Inc. 2002 - Present
Saint Mary's University January 1996 - May 2008
CIBC Wood Gundy January 1998 - December 2001
CIBC March 1996 - December 1998
Government of Nova Scotia July 1995 - March 1996
Education
The University of Western Ontario 1994 — 1995
Master's degree, Economics
Saint Mary's University 1990 — 1994
Bachelor of Commerce (B.Com.), Economics
CI Investments Inc. 2002 - Present
Saint Mary's University January 1996 - May 2008
CIBC Wood Gundy January 1998 - December 2001
CIBC March 1996 - December 1998
Government of Nova Scotia July 1995 - March 1996
Education
The University of Western Ontario 1994 — 1995
Master's degree, Economics
Saint Mary's University 1990 — 1994
Bachelor of Commerce (B.Com.), Economics
Sooria Kumar's CIBC Wood Gundy Experience February 1998 - November 1998
Job IT Audit and Security Compliance Analyst
Industry Information Technology and Services
Experience
IBM Canada Ltd. May 2013 - December 2013
JAFCOM Inc. October 2011 - April 2013
Scotiabank, Cryptographic Services October 2010 - October 2011
BCE Emergis (A TELUS Company) July 2001 - July 2010
CGI December 1998 - July 2001
Bell Sygma December 1998 - July 2001
CGI December 1998 - January 2001
IBM February 1998 - November 1998
IBM Canada February 1998 - November 1998
CIBC Wood Gundy February 1998 - November 1998
Skills
IT Operations, PCI DSS, ISO 27001, PKI, Security, Cryptography, SDLC, Risk Assessment, VPN, Incident Management, Identity Management, Security Management, Business Continuity, Risk Analysis
Education
New Jersey Institute of Technology 1985 — 1990
Bachelor of Science (BSc), Electrical Engineering
IBM Canada Ltd. May 2013 - December 2013
JAFCOM Inc. October 2011 - April 2013
Scotiabank, Cryptographic Services October 2010 - October 2011
BCE Emergis (A TELUS Company) July 2001 - July 2010
CGI December 1998 - July 2001
Bell Sygma December 1998 - July 2001
CGI December 1998 - January 2001
IBM February 1998 - November 1998
IBM Canada February 1998 - November 1998
CIBC Wood Gundy February 1998 - November 1998
Skills
IT Operations, PCI DSS, ISO 27001, PKI, Security, Cryptography, SDLC, Risk Assessment, VPN, Incident Management, Identity Management, Security Management, Business Continuity, Risk Analysis
Education
New Jersey Institute of Technology 1985 — 1990
Bachelor of Science (BSc), Electrical Engineering
Randy Hazen's CIBC Wood Gundy Experience 1983 - Present
Job First Vice President, Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 1983 - Present
Skills
Investments, Financial Planning, Estate Planning
Education
Ryerson University 1975 — 1978
B.Comm, Economics, Finance
CIBC Wood Gundy 1983 - Present
Skills
Investments, Financial Planning, Estate Planning
Education
Ryerson University 1975 — 1978
B.Comm, Economics, Finance
Marie-Thérèse Cassab's CIBC Wood Gundy Experience 1987 - 1989
Job AGENTE chez Ministère de l'Immigration et des communautés Culturelles
Industry Government Administration
Experience
Ministère de l'Immigration et des communautés Culturelles December 1992 - Present
Heenan Blaikie January 1989 - November 1992
CIBC Wood Gundy 1987 - 1989
Education
McGill University
Religieuses Franciscaines Le Caire Egypte
Ministère de l'Immigration et des communautés Culturelles December 1992 - Present
Heenan Blaikie January 1989 - November 1992
CIBC Wood Gundy 1987 - 1989
Education
McGill University
Religieuses Franciscaines Le Caire Egypte
Charles Kucey's CIBC Wood Gundy Experience March 1976 - Present
Job VP Manager at CIBC
Industry Banking
Experience
CIBC Wood Gundy March 1976 - Present
Skills
Wealth Management, Securities, Mutual Funds, Portfolio Management, Investments, Options, Banking, Risk Management, Capital Markets, Strategic Financial..., Equities, Credit, Relationship Management, Financial Services, Financial Analysis
Education
McMaster University 1974 — 1975
MBA, Financial
University of Toronto 1970 — 1974
BScHons, Biology Psychology
CIBC Wood Gundy March 1976 - Present
Skills
Wealth Management, Securities, Mutual Funds, Portfolio Management, Investments, Options, Banking, Risk Management, Capital Markets, Strategic Financial..., Equities, Credit, Relationship Management, Financial Services, Financial Analysis
Education
McMaster University 1974 — 1975
MBA, Financial
University of Toronto 1970 — 1974
BScHons, Biology Psychology
Gorman Matthew's CIBC Wood Gundy Experience 1997 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 1997 - Present
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, Investments, Mutual Funds
Education
University of Toronto 1991 — 1998
Ph.D., Analytic Philosophy
McMaster University 1989 — 1991
M.A., Philosophy
CIBC Wood Gundy 1997 - Present
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, Investments, Mutual Funds
Education
University of Toronto 1991 — 1998
Ph.D., Analytic Philosophy
McMaster University 1989 — 1991
M.A., Philosophy
Kazi Uddin's CIBC Wood Gundy Experience January 2007 - April 2007
Job Accountant, Corus Television
Industry Broadcast Media
Experience
Corus Entertainment August 2007 - Present
CIBC Wood Gundy January 2007 - April 2007
Skills
Variance Analysis, General Ledger, Account Reconciliation, Financial Reporting, Accounts Payable, Accounting, Great Plains Software, Accounts Receivable, Journal Entries, GAAP, Accruals, Balance Sheet, Financial Analysis, Financial Accounting, Finance, Internal Controls, Financial Statements, Tax, Auditing, Fixed Assets, Microsoft Excel, Microsoft Office, Analysis, QuickBooks, PowerPoint
Education
New Jersey City University 1998 — 2001
B.S., Accounting
New Jersey City University 1996 — 2000
B.S., Accounting
Corus Entertainment August 2007 - Present
CIBC Wood Gundy January 2007 - April 2007
Skills
Variance Analysis, General Ledger, Account Reconciliation, Financial Reporting, Accounts Payable, Accounting, Great Plains Software, Accounts Receivable, Journal Entries, GAAP, Accruals, Balance Sheet, Financial Analysis, Financial Accounting, Finance, Internal Controls, Financial Statements, Tax, Auditing, Fixed Assets, Microsoft Excel, Microsoft Office, Analysis, QuickBooks, PowerPoint
Education
New Jersey City University 1998 — 2001
B.S., Accounting
New Jersey City University 1996 — 2000
B.S., Accounting
Julie Patnaude's CIBC Wood Gundy Experience December 2005 - March 2006
Job Temporary Employee at Manpower Inc.
Industry Consumer Services
Experience
Manpower Inc. February 2006 - Present
Toronto Blue Jays March 2007 - October 2009
McGill Financial August 2007 - December 2007
CIBC Wood Gundy December 2005 - March 2006
CIBC - Contract December 2005 - March 2006
Scotiabank August 2004 - November 2005
Scotiabank - Contract August 2004 - November 2005
CIBC - Contract March 2004 - May 2004
Skills
Data Entry, Microsoft Excel, Outlook, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Research, Teamwork, Accounts Payable, Time Management, Sales, Social Media, Social Networking, Inventory Management, Access, Payroll, Accounts Receivable, PeopleSoft, Filing, Team Building, Management, Interviews, Employee Relations, Coaching, Recruiting, Hiring, Training, Human Resources, Administrative..., Team Leadership, Telephone Skills, Office Administration, Quality Assurance, Leadership, Office Management, Customer Satisfaction, Process Scheduler, Budgets, Supervisory Skills, Applicant Tracking..., Administration, Employee Training, New Hire Orientations, Performance Management, Invoicing, Temporary Staffing, Resume Writing, Onboarding, Software Documentation
Education
Prescott College 1998 — 2000
Communal Living with an emphasis in Women's Studies and a Minor in Arts and Letters, Intergrative Studies
Pacific Lutheran University 1994 — 1996
Bachelor of Arts (B.A.), General Ed
San Mateo High School 1990 — 1994
High School degree, General Education
Manpower Inc. February 2006 - Present
Toronto Blue Jays March 2007 - October 2009
McGill Financial August 2007 - December 2007
CIBC Wood Gundy December 2005 - March 2006
CIBC - Contract December 2005 - March 2006
Scotiabank August 2004 - November 2005
Scotiabank - Contract August 2004 - November 2005
CIBC - Contract March 2004 - May 2004
Skills
Data Entry, Microsoft Excel, Outlook, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Research, Teamwork, Accounts Payable, Time Management, Sales, Social Media, Social Networking, Inventory Management, Access, Payroll, Accounts Receivable, PeopleSoft, Filing, Team Building, Management, Interviews, Employee Relations, Coaching, Recruiting, Hiring, Training, Human Resources, Administrative..., Team Leadership, Telephone Skills, Office Administration, Quality Assurance, Leadership, Office Management, Customer Satisfaction, Process Scheduler, Budgets, Supervisory Skills, Applicant Tracking..., Administration, Employee Training, New Hire Orientations, Performance Management, Invoicing, Temporary Staffing, Resume Writing, Onboarding, Software Documentation
Education
Prescott College 1998 — 2000
Communal Living with an emphasis in Women's Studies and a Minor in Arts and Letters, Intergrative Studies
Pacific Lutheran University 1994 — 1996
Bachelor of Arts (B.A.), General Ed
San Mateo High School 1990 — 1994
High School degree, General Education
Justin Da Silva's CIBC Wood Gundy Experience March 2013 - December 2013
Job Energy Efficiency Consultant at Green Integration Canada
Industry Financial Services
Experience
Green Integration Canada May 2015 - Present
Solar Brokers Canada December 2014 - April 2015
The Social Group - The Hoxton December 2013 - April 2014
Clarity Recruitment 2014 - 2014
CIBC Wood Gundy March 2013 - December 2013
Starlight Investments October 2012 - February 2013
Purolator Inc. April 2011 - August 2011
Essex Angel Capital September 2010 - April 2011
President's Choice Financial April 2010 - August 2010
Skills
Competitive Analysis, Account Management, Market Research, Strategic Planning, B2B, New Business Development, Sales, Financial Analysis, Investments, Finance, Strategy, Business Development, Entrepreneurship, Leadership, Recruiting, Customer Service, Teamwork, PowerPoint, Public Speaking, Microsoft Excel
Education
University of Windsor 2007 — 2012
Business Administration and Economics, Entrepreneurship, Game Theory, Econometrics
Ryerson University
Ryerson University
St. Aloysius Gonzaga
Green Integration Canada May 2015 - Present
Solar Brokers Canada December 2014 - April 2015
The Social Group - The Hoxton December 2013 - April 2014
Clarity Recruitment 2014 - 2014
CIBC Wood Gundy March 2013 - December 2013
Starlight Investments October 2012 - February 2013
Purolator Inc. April 2011 - August 2011
Essex Angel Capital September 2010 - April 2011
President's Choice Financial April 2010 - August 2010
Skills
Competitive Analysis, Account Management, Market Research, Strategic Planning, B2B, New Business Development, Sales, Financial Analysis, Investments, Finance, Strategy, Business Development, Entrepreneurship, Leadership, Recruiting, Customer Service, Teamwork, PowerPoint, Public Speaking, Microsoft Excel
Education
University of Windsor 2007 — 2012
Business Administration and Economics, Entrepreneurship, Game Theory, Econometrics
Ryerson University
Ryerson University
St. Aloysius Gonzaga
Dennis A. Dewan's CIBC Wood Gundy Experience January 1981 - August 1987
Job Managing Partner & Director, Cygnus Investment Partners LP
Industry Financial Services
Experience
Cygnus Investment Partners December 2014 - Present
Arithmos Financial Innovations Inc. March 2012 - Present
DDG Financial Solutions Inc. November 2008 - December 2012
Street Solutions Inc. January 2004 - November 2008
StreetViews Inc. November 1999 - March 2003
Gordon Capital September 1998 - November 1999
Wallace, Dewan & Partners September 1995 - September 1998
Midland Walwyn Capital Inc. July 1987 - January 1995
CIBC Wood Gundy January 1981 - August 1987
Skills
Investments, Investment Banking, Financial Services, Strategic Financial..., Financial Advisory, Wealth Management, Product Development, Innovation, Asset Managment, Financial Markets, Strategy, Asset Management, Capital Markets, Entrepreneurship, Trading, Business Strategy, Portfolio Management, Mutual Funds, Asset Allocation, Executive Management, Venture Capital, Securities, Restructuring, Finance, Investor Relations, Alternative Investments, Hedge Funds, Wealth, Investment Strategies, Private Equity, Mergers & Acquisitions, Investment Management, Corporate Development, Due Diligence, Corporate Finance, Private Placements, Options, Wealth Management..., Valuation, Funding, Equities, Fixed Income, Financial Structuring, Derivatives, Financial Planning
Education
McMaster University 1973 — 1974
Civil Engineering, Economics
Cygnus Investment Partners December 2014 - Present
Arithmos Financial Innovations Inc. March 2012 - Present
DDG Financial Solutions Inc. November 2008 - December 2012
Street Solutions Inc. January 2004 - November 2008
StreetViews Inc. November 1999 - March 2003
Gordon Capital September 1998 - November 1999
Wallace, Dewan & Partners September 1995 - September 1998
Midland Walwyn Capital Inc. July 1987 - January 1995
CIBC Wood Gundy January 1981 - August 1987
Skills
Investments, Investment Banking, Financial Services, Strategic Financial..., Financial Advisory, Wealth Management, Product Development, Innovation, Asset Managment, Financial Markets, Strategy, Asset Management, Capital Markets, Entrepreneurship, Trading, Business Strategy, Portfolio Management, Mutual Funds, Asset Allocation, Executive Management, Venture Capital, Securities, Restructuring, Finance, Investor Relations, Alternative Investments, Hedge Funds, Wealth, Investment Strategies, Private Equity, Mergers & Acquisitions, Investment Management, Corporate Development, Due Diligence, Corporate Finance, Private Placements, Options, Wealth Management..., Valuation, Funding, Equities, Fixed Income, Financial Structuring, Derivatives, Financial Planning
Education
McMaster University 1973 — 1974
Civil Engineering, Economics
Tom Okanski's CIBC Wood Gundy Experience June 1983 - Present
Job Portfolio Manager, Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy June 1983 - Present
Skills
Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, ETFs, Equities, Asset Allocation, Retirement Planning, Portfolio Management, Fixed Income, Investments, Wealth Management..., Investment Management, Bonds, Strategic Financial...
Education
Queen's University 1981 — 1983
MBA, Finance
The University of Western Ontario 1977 — 1981
Master of Arts (M.A.)
CIBC Wood Gundy June 1983 - Present
Skills
Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, ETFs, Equities, Asset Allocation, Retirement Planning, Portfolio Management, Fixed Income, Investments, Wealth Management..., Investment Management, Bonds, Strategic Financial...
Education
Queen's University 1981 — 1983
MBA, Finance
The University of Western Ontario 1977 — 1981
Master of Arts (M.A.)
Peter Vondracek, P.Eng., CFA's CIBC Wood Gundy Experience July 2011 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy July 2011 - Present
Scotia Capital October 2006 - June 2011
Celestica June 1999 - October 2006
Skills
Derivatives, Equity Research, Options, Banking, Investments, Hedge Funds, Capital Markets, Bloomberg, Portfolio Management, Equities, Fixed Income, Investment Strategies
Education
Queen's University 1996 — 2001
B.Sc., Electrical & Computer Engineering
CFA Institute
Canadian Securities Institute
CIBC Wood Gundy July 2011 - Present
Scotia Capital October 2006 - June 2011
Celestica June 1999 - October 2006
Skills
Derivatives, Equity Research, Options, Banking, Investments, Hedge Funds, Capital Markets, Bloomberg, Portfolio Management, Equities, Fixed Income, Investment Strategies
Education
Queen's University 1996 — 2001
B.Sc., Electrical & Computer Engineering
CFA Institute
Canadian Securities Institute
Craig Yarmey's CIBC Wood Gundy Experience May 1993 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy May 1993 - Present
Skills
Investments, Wealth Management, Financial Planning, Estate Planning, Investment Advisory, Retirement Planning, Asset Management, Portfolio Management, Equities, Mutual Funds, Asset Allocation, Investment Strategies, Economics, Risk Management, Strategic Financial..., ETFs
Education
Queen's University 1988 — 1990
MBA, Business
University of Guelph 1983 — 1987
Bachelor of Arts (B.A.), Economics/Psychology
CIBC Wood Gundy May 1993 - Present
Skills
Investments, Wealth Management, Financial Planning, Estate Planning, Investment Advisory, Retirement Planning, Asset Management, Portfolio Management, Equities, Mutual Funds, Asset Allocation, Investment Strategies, Economics, Risk Management, Strategic Financial..., ETFs
Education
Queen's University 1988 — 1990
MBA, Business
University of Guelph 1983 — 1987
Bachelor of Arts (B.A.), Economics/Psychology
Kevin Barnes's CIBC Wood Gundy Experience January 2002 - April 2007
Job SVP and Regional Manager at TD
Industry Investment Management
Experience
TD March 2014 - Present
Fiera Quantum May 2013 - March 2014
GMP Investment Management January 2010 - May 2013
CIBC World Markets April 2007 - January 2010
CIBC Wood Gundy January 2002 - April 2007
Merrill Lynch February 1999 - December 2001
Midland Walwyn January 1994 - January 1999
Skills
Wealth Management, Alternative Investments, Equities, Investment Management, Asset Managment, Investment Advisory, Portfolio Management, Investment Strategies, Hedge Funds, Securities, Investments, Asset Management, ETFs, Wealth, Mutual Funds, Asset Allocation, Fixed Income, Structured Products, Retirement Planning
Education
Queen's University 1986 — 1990
Bachelor's degree, Economics
TD March 2014 - Present
Fiera Quantum May 2013 - March 2014
GMP Investment Management January 2010 - May 2013
CIBC World Markets April 2007 - January 2010
CIBC Wood Gundy January 2002 - April 2007
Merrill Lynch February 1999 - December 2001
Midland Walwyn January 1994 - January 1999
Skills
Wealth Management, Alternative Investments, Equities, Investment Management, Asset Managment, Investment Advisory, Portfolio Management, Investment Strategies, Hedge Funds, Securities, Investments, Asset Management, ETFs, Wealth, Mutual Funds, Asset Allocation, Fixed Income, Structured Products, Retirement Planning
Education
Queen's University 1986 — 1990
Bachelor's degree, Economics
Igor Belsky's CIBC Wood Gundy Experience January 1997 - June 2001
Job Ophthalmic Practice Performance Coach at Kollage Group
Industry Medical Devices
Experience
Kollage Group January 2015 - Present
Innova Medical November 2009 - January 2015
Labtician Ophthalmic 2005 - 2008
Organon June 2001 - June 2005
CIBC Wood Gundy January 1997 - June 2001
Skills
Direct Sales, Marketing Strategy, Business Management, Capital Equipment, Key Account Management, Sales, Ophthalmology, Management, Product Launch, Ophthalmic Surgical..., Surgical Instruments, Pharmaceutical Sales, Sales Management, Selling, Sales Operations, Strategic Planning, Sales Effectiveness, Surgery, New Business Development, Product Development, Product Management, Medical Devices, Market Development, Surgeons, Healthcare, Hospitals, Medicine, Strategy, Medical Education
Education
Ryerson University 1989 — 1991
Marketing
University of Toronto - Victoria University 1985 — 1989
BSc, Biology, Zoology, Economics
Canadian Securities Institute
CSC, COC, CFP, CSC, OLC
Swansea
Kollage Group January 2015 - Present
Innova Medical November 2009 - January 2015
Labtician Ophthalmic 2005 - 2008
Organon June 2001 - June 2005
CIBC Wood Gundy January 1997 - June 2001
Skills
Direct Sales, Marketing Strategy, Business Management, Capital Equipment, Key Account Management, Sales, Ophthalmology, Management, Product Launch, Ophthalmic Surgical..., Surgical Instruments, Pharmaceutical Sales, Sales Management, Selling, Sales Operations, Strategic Planning, Sales Effectiveness, Surgery, New Business Development, Product Development, Product Management, Medical Devices, Market Development, Surgeons, Healthcare, Hospitals, Medicine, Strategy, Medical Education
Education
Ryerson University 1989 — 1991
Marketing
University of Toronto - Victoria University 1985 — 1989
BSc, Biology, Zoology, Economics
Canadian Securities Institute
CSC, COC, CFP, CSC, OLC
Swansea
Cameron Morrison's CIBC Wood Gundy Experience July 2000 - September 2001
Job Returning Investment Industry Professioal
Industry Financial Services
Experience
The Elmwood Spa March 2013 - Present
Broadridge Financial Solutions October 2008 - March 2010
RBC Financial Group July 2007 - October 2008
CIBC January 1999 - January 2007
World Markets September 2001 - March 2006
CIBC Wood Gundy July 2000 - September 2001
CIBC Wood Gundy November 1999 - March 2000
Skills
Microsoft Excel, Securities, Business Requirements, Software Documentation, Microsoft Office, Mutual Funds, Access, Training, Risk Management, Back Office, Financial Risk, Customer Service
Education
Sutherland Chan 2010 — 2012
Diploma, Therapeutic Massage
Niagara College 1993 — 1995
Diploma, General Arts and Science
University of Guelph 1989 — 1991
History and Politics
The Elmwood Spa March 2013 - Present
Broadridge Financial Solutions October 2008 - March 2010
RBC Financial Group July 2007 - October 2008
CIBC January 1999 - January 2007
World Markets September 2001 - March 2006
CIBC Wood Gundy July 2000 - September 2001
CIBC Wood Gundy November 1999 - March 2000
Skills
Microsoft Excel, Securities, Business Requirements, Software Documentation, Microsoft Office, Mutual Funds, Access, Training, Risk Management, Back Office, Financial Risk, Customer Service
Education
Sutherland Chan 2010 — 2012
Diploma, Therapeutic Massage
Niagara College 1993 — 1995
Diploma, General Arts and Science
University of Guelph 1989 — 1991
History and Politics
Rocco Letterio's CIBC Wood Gundy Experience September 1996 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy September 1996 - Present
CIBC April 1988 - September 1996
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Portfolio Management, Equities, Asset Management
Education
Ryerson University 1987 — 1991
B.Comm, Business
CIBC Wood Gundy September 1996 - Present
CIBC April 1988 - September 1996
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Portfolio Management, Equities, Asset Management
Education
Ryerson University 1987 — 1991
B.Comm, Business
Peter H Lee's CIBC Wood Gundy Experience 2007 - 2013
Job Managing Director & Head, Private Wealth Management Canada at CIBC
Industry Financial Services
Experience
CIBC 2013 - Present
CIBC Wood Gundy 2007 - 2013
PWM Capital Inc. 2006 - 2007
Liberty Wealth Management 2004 - 2006
TD Waterhouse Investment Advice 2000 - 2003
TD Evergreen Investment Services Inc. 1999 - 2000
TD Evergreen Investment Services Inc. 1998 - 1999
TD Evergreen Investment Services Inc. 1996 - 1998
Midland Walwyn Capital Inc. 1991 - 1996
Dean Witter Reynolds Canada Inc. 1989 - 1991
Skills
Estate Planning, Wealth Management, Fixed Income, Asset Management, Management, Leadership, Capital Markets, Finance, Investments, Team Leadership, Portfolio Management, Financial Advisory, Investment Advisory, Wealth, Mutual Funds, Securities, Investment Strategies, Equities, Financial Planning
Education
McGill University 1984 — 1987
B. Comm, Honours Economics
CIBC 2013 - Present
CIBC Wood Gundy 2007 - 2013
PWM Capital Inc. 2006 - 2007
Liberty Wealth Management 2004 - 2006
TD Waterhouse Investment Advice 2000 - 2003
TD Evergreen Investment Services Inc. 1999 - 2000
TD Evergreen Investment Services Inc. 1998 - 1999
TD Evergreen Investment Services Inc. 1996 - 1998
Midland Walwyn Capital Inc. 1991 - 1996
Dean Witter Reynolds Canada Inc. 1989 - 1991
Skills
Estate Planning, Wealth Management, Fixed Income, Asset Management, Management, Leadership, Capital Markets, Finance, Investments, Team Leadership, Portfolio Management, Financial Advisory, Investment Advisory, Wealth, Mutual Funds, Securities, Investment Strategies, Equities, Financial Planning
Education
McGill University 1984 — 1987
B. Comm, Honours Economics
Walter Flores, CIM, FMA, FCSI's CIBC Wood Gundy Experience December 2001 - August 2010
Job Portfolio Manager Director Wealth Management at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod August 2010 - Present
CIBC Wood Gundy December 2001 - August 2010
Merrill Lynch Canada 2000 - 2001
Optimum Energy Brokers January 1999 - December 1999
International Brokers SAB January 1993 - August 1998
Skills
Wealth Management, ETFs, Investments, Equities, Fixed Income, Financial Analysis, Strategic Financial..., Equity Research, Retirement Planning, Asset Allocation, Asset Protection, Investment Strategies, Alternative Investments, Mutual Funds, Securities, Investment Management, Investment Advisory, High Net Worth..., Wealth, Wealth Management...
Education
University of Calgary 1988 — 1992
B-Comm, Finance
Pontificia Universidad Católica del Perú 1997 — 1998
Honour in Finance for Graduates, Graduate Studies - Finance
ScotiaMcLeod August 2010 - Present
CIBC Wood Gundy December 2001 - August 2010
Merrill Lynch Canada 2000 - 2001
Optimum Energy Brokers January 1999 - December 1999
International Brokers SAB January 1993 - August 1998
Skills
Wealth Management, ETFs, Investments, Equities, Fixed Income, Financial Analysis, Strategic Financial..., Equity Research, Retirement Planning, Asset Allocation, Asset Protection, Investment Strategies, Alternative Investments, Mutual Funds, Securities, Investment Management, Investment Advisory, High Net Worth..., Wealth, Wealth Management...
Education
University of Calgary 1988 — 1992
B-Comm, Finance
Pontificia Universidad Católica del Perú 1997 — 1998
Honour in Finance for Graduates, Graduate Studies - Finance
Michael Tzembelicos's CIBC Wood Gundy Experience June 2008 - August 2015
Job CIM®, FCSI®, Investment Advisor, Manulife Securities Incorporated
Industry Financial Services
Experience
Manulife Securities Incorporated August 2015 - Present
CIBC Wood Gundy June 2008 - August 2015
ScotiaMcLeod September 2005 - June 2008
RBC Dominion Securities 1998 - 2002
Skills
Investments, Management, Small Business, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Equities, Securities, Alternative Investments, Fixed Income, Asset Allocation, Asset Managment, ETFs, Estate Planning, Financial Advisory, Portfolio Management, Wealth, Bonds, Capital Markets, Financial Modeling, Asset Management, Financial Planners, Strategic Financial...
Education
Queen's University 1995 — 1999
BA, Political Science, Economics
Manulife Securities Incorporated August 2015 - Present
CIBC Wood Gundy June 2008 - August 2015
ScotiaMcLeod September 2005 - June 2008
RBC Dominion Securities 1998 - 2002
Skills
Investments, Management, Small Business, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Equities, Securities, Alternative Investments, Fixed Income, Asset Allocation, Asset Managment, ETFs, Estate Planning, Financial Advisory, Portfolio Management, Wealth, Bonds, Capital Markets, Financial Modeling, Asset Management, Financial Planners, Strategic Financial...
Education
Queen's University 1995 — 1999
BA, Political Science, Economics
Bonnie Brooks's CIBC Wood Gundy Experience January 2000 - July 2003
Job Estate and Trust Advisor at MD Private Trust
Industry Banking
Experience
MD Private Trust August 2003 - Present
CIBC Wood Gundy January 2000 - July 2003
CIBC Wealth Management March 1989 - December 1999
Skills
CFP, FMA, STI, Estate Planning, Financial Planning, High Net Worth..., Trusts, Insurance, Probate, Estate Administration, Wealth Management, Retirement Planning, Asset Management, Investments, Succession Planning
Education
Henry Wisewood
Mount Royal University
Mount Royal University
FICB, Banking, finance, marketing
MD Private Trust August 2003 - Present
CIBC Wood Gundy January 2000 - July 2003
CIBC Wealth Management March 1989 - December 1999
Skills
CFP, FMA, STI, Estate Planning, Financial Planning, High Net Worth..., Trusts, Insurance, Probate, Estate Administration, Wealth Management, Retirement Planning, Asset Management, Investments, Succession Planning
Education
Henry Wisewood
Mount Royal University
Mount Royal University
FICB, Banking, finance, marketing
Rehan Malik's CIBC Wood Gundy Experience January 2002 - May 2002
Job Sentry Investments
Industry Investment Management
Experience
Sentry Investments April 2015 - Present
Sentry Investments July 2012 - April 2015
RBC Dexia August 2010 - August 2012
Dynamic Funds July 2009 - February 2010
Dundee Wealth Management Inc April 2009 - July 2009
Dynamic Funds November 2008 - March 2009
International Financial Data Service October 2006 - January 2009
Inam-Ur-Rehman & Associates June 2008 - August 2008
McDonald's July 2000 - January 2008
CIBC Wood Gundy January 2002 - May 2002
Skills
Mutual Funds, Macro, Derivatives, Capital Markets, Technical Analysis
Education
Canadian Securities Institute 2010 — 2010
CSC,DFC, Finance, Economics, Banking, Securities, Derivatives
Ryerson University 2005 — 2008
Bachelors of Commerce, Finance Major
CFA Institute
CFA level II candidate
Sentry Investments April 2015 - Present
Sentry Investments July 2012 - April 2015
RBC Dexia August 2010 - August 2012
Dynamic Funds July 2009 - February 2010
Dundee Wealth Management Inc April 2009 - July 2009
Dynamic Funds November 2008 - March 2009
International Financial Data Service October 2006 - January 2009
Inam-Ur-Rehman & Associates June 2008 - August 2008
McDonald's July 2000 - January 2008
CIBC Wood Gundy January 2002 - May 2002
Skills
Mutual Funds, Macro, Derivatives, Capital Markets, Technical Analysis
Education
Canadian Securities Institute 2010 — 2010
CSC,DFC, Finance, Economics, Banking, Securities, Derivatives
Ryerson University 2005 — 2008
Bachelors of Commerce, Finance Major
CFA Institute
CFA level II candidate
Gord Wimble's CIBC Wood Gundy Experience July 1976 - Present
Job CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy July 1976 - Present
Education
McGill University 1973 — 1976
B. Comm, Capital Markets
CIBC Wood Gundy July 1976 - Present
Education
McGill University 1973 — 1976
B. Comm, Capital Markets
Nancy Seidl's CIBC Wood Gundy Experience September 2012 - Present
Job Manager, Creative Services at CIBC Wood Gundy
Industry Graphic Design
Experience
CIBC Wood Gundy September 2012 - Present
CIBC Wood Gundy September 2007 - Present
Skills
Marketing Communications, Advertising, Newsletters, Email Marketing, Brand Development, Illustrator, Copywriting, Marketing Strategy, Digital Marketing, Marketing, Online Marketing, Integrated Marketing, Direct Marketing, Social Media Marketing, Adobe Creative Suite, Corporate Branding
Education
Ontario College of Art and Design
Integrated Media
CIBC Wood Gundy September 2012 - Present
CIBC Wood Gundy September 2007 - Present
Skills
Marketing Communications, Advertising, Newsletters, Email Marketing, Brand Development, Illustrator, Copywriting, Marketing Strategy, Digital Marketing, Marketing, Online Marketing, Integrated Marketing, Direct Marketing, Social Media Marketing, Adobe Creative Suite, Corporate Branding
Education
Ontario College of Art and Design
Integrated Media
Christopher Woodman, MBA, CFA, FCSI's CIBC Wood Gundy Experience April 1994 - August 2002
Job Vice President Regional Sales Sprott Asset Management
Industry Financial Services
Experience
Sprott Asset Management February 2012 - Present
Franklin Templeton Investments April 2009 - February 2012
AGF Management Limited August 2002 - April 2009
CIBC Wood Gundy April 1994 - August 2002
Education
Saint Mary's University 1992 — 1994
MBA, Finance
Technical University of Nova Scotia 1988 — 1990
Masters, Architecture
Sprott Asset Management February 2012 - Present
Franklin Templeton Investments April 2009 - February 2012
AGF Management Limited August 2002 - April 2009
CIBC Wood Gundy April 1994 - August 2002
Education
Saint Mary's University 1992 — 1994
MBA, Finance
Technical University of Nova Scotia 1988 — 1990
Masters, Architecture
Richard J. Adubato's CIBC Wood Gundy Experience 1991 - 1994
Job Chairman, Princess House Inc.
Industry Consumer Goods
Experience
Princess House, Inc. 2011 - Present
Archard, LLC 1999 - Present
Dyno Marketing, LLC 2003 - Present
Schroders 1998 - 2000
BZW / Barclays Capital 1994 - 1998
CIBC Wood Gundy 1991 - 1994
Merrill Lynch 1987 - 1991
Lehman Brothers 1983 - 1985
Education
New York University, Stern School of Business
MBA, Finance
Rutgers University
BA, Economics
Princess House, Inc. 2011 - Present
Archard, LLC 1999 - Present
Dyno Marketing, LLC 2003 - Present
Schroders 1998 - 2000
BZW / Barclays Capital 1994 - 1998
CIBC Wood Gundy 1991 - 1994
Merrill Lynch 1987 - 1991
Lehman Brothers 1983 - 1985
Education
New York University, Stern School of Business
MBA, Finance
Rutgers University
BA, Economics
Eric Mathers's CIBC Wood Gundy Experience 1999 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 1999 - Present
RBC Dominion Securities 1990 - 1999
Richardson Greenshields 1990 - 1996
Nesbitt Thomson 1985 - 1990
Dominick Corporation Of Canada 1982 - 1985
Education
McMaster University
Bachelor of Arts, Political Science
Upper Canada College
CIBC Wood Gundy 1999 - Present
RBC Dominion Securities 1990 - 1999
Richardson Greenshields 1990 - 1996
Nesbitt Thomson 1985 - 1990
Dominick Corporation Of Canada 1982 - 1985
Education
McMaster University
Bachelor of Arts, Political Science
Upper Canada College
Stephanie Sienko's CIBC Wood Gundy Experience April 2011 - Present
Job Executive Director at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy April 2011 - Present
TD 1997 - 2011
Skills
Financial Services, Portfolio Management, Mutual Funds, Wealth Management
Education
Queen's University 1985 — 1989
Honours BA, Economics
CIBC Wood Gundy April 2011 - Present
TD 1997 - 2011
Skills
Financial Services, Portfolio Management, Mutual Funds, Wealth Management
Education
Queen's University 1985 — 1989
Honours BA, Economics
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
Merrill Edge
Lloyds Banking Group