Citadel Assurance
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Citadel Assurance Employees
Morneau Shepell Ltd. November 2003 - Present
Canada Life April 1992 - November 2003
Citadel Assurance 1983 - 1992
Skills
Strategic Planning, Pensions, Risk Management, Employee Benefits, Customer Relations, Customer Service, Human Resources, Leadership Development, Health Insurance, Organizational..., Analysis, Change Management, Insurance, Disability Insurance, Defined Benefit, Performance Management, Deferred Compensation, Employee Engagement, Account Management, Employee Relations, Pension Administration, Coaching, HRIS
Education
Heriot-Watt University 2000 — 2004
Masters of Business Administration
Advanced Managment Centre of Dalhousie University 1984 — 1989
Certified Employee Benefit Specialist
Life Office Management Association 1983 — 1985
Fellow, Life Management Institute
Special Risk Insurance Managers Ltd. March 2008 - Present
Norfolk Mobility Benefits 2004 - 2008
William J. Sutton & Co 1998 - 2004
Unum Life Insurance September 1985 - December 1998
Citadel Assurance February 1980 - July 1985
Skills
Health Insurance, Disability Insurance, Employee Benefits, Insurance, Accident, Financial Risk, Brokers, Term Life Insurance, International benefits, Underwriting, Management, Health Savings Accounts, Critical Illness, Sales, Professional Liability, Life Insurance, Benefits Administration, Pensions, Long-term Care, Group Insurance, Property & Casualty..., Defined Benefit, Claim, Retirement Planning, Commercial Insurance, Retirement, Small Business, Financial Planners
Education
Saint Mary's University 1971 — 1975
BA, Sociology
Saint Mary's University 1970 — 1974
Bachelor's degree, Sociology
Ontario Teachers' Pension Plan June 2011 - Present
The Canadian Depository for Securities Limited (CDS) January 1990 - June 2011
Citadel Assurance 1986 - 1990
Skills
Governance, Disaster Recovery, Risk Management, CISSP, Business Continuity..., PCI DSS, Information Security..., Risk Assessment, PMO, Information Security, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, SDLC, Business Continuity, IT Audit, ISO 27001, CISA, Project Portfolio..., IT Management, Financial Risk, IT Strategy, Business Analysis, Information Technology, ITIL
Education
York University - Schulich School of Business 1996 — 1997
Queen's School of Business
Ryerson University
Desjardins General Insurance Group June 2014 - Present
Desjardins General Insurance Group May 2004 - June 2014
Shumka Craig and Moore May 2000 - May 2004
Belair Direct 1997 - May 2000
Citadel Assurance 1995 - 1997
Wawanesa Insurance 1990 - 1995
Skills
Accident Benefits, Liability, Customer Service, Claims Management, Claim, Adjustments, Management, General Insurance, Coaching, Property & Casualty..., Insurance, Commercial Insurance, Employee Benefits, Casualty, Legal Liability, Underwriting
Education
Athabasca University 2011 — 2020
Insurance Institute of Canada
CIP
Hewlett-Packard November 2011 - Present
Hewlett-Packard June 2006 - October 2011
Hewlett-Packard January 1999 - June 2006
Citadel Assurance July 1998 - December 1998
Aetna Canada May 1997 - July 1998
T. Eaton Co. Ltd. February 1984 - May 1997
Skills
Incident Management, ITIL, Information Security..., Information Security, IT Audit, CISA, ISO 27001, CISSP, HP, Security, Management, Windows Server, Project Management, IT Service Management, Firewalls, Data Center, Business Continuity, Disaster Recovery, IT Outsourcing, IT Operations, Unix, Network Security, IT Management, Risk Management, Service Management, Business Process, IT Strategy
Education
Humber College 1983 — 1984
Computer Science
DeVry Institute of Technology 1981 — 1982
Computer Science
North and South Esk Regional High 1968 — 1974
Diploma, Business/Accounting
Ross Financial October 1997 - Present
Ross Financial September 1997 - Present
Mackenzie Financial 1991 - 1996
Citadel Assurance 1985 - 1992
Skills
Financial Planning, Insurance Broker, Tax Preparation, Debt Consolidation, Retirement Planning, Insurance Planning, Wealth, Income Protection, Wealth Accumulation, Retirement Income..., Financial Advice, Debt Management, Buy-sell Agreements, Long Term Care, Financial Education, Segregated Funds, Critical Illness, Tax Reduction Strategies, Wealth Preservation, Key Person Insurance, Retirement
Education
CAFP 2000 — 2004
FINANCIAL PLANNING, Financial planning
LOMA 1985 — 1989
FLMI, Fellow of the Life Management Institute
Sheridan College 1981 — 1983
Business, Accounting
Ceridian Canada Ltd. May 2013 - Present
Ceridian Canada Ltd. May 2012 - April 2013
Macquarie Bank March 2009 - April 2012
AIG Credit Corp. of Canada February 2008 - February 2009
AIG Credit Corp. of Canada April 2005 - January 2008
Citadel Assurance April 2003 - April 2005
Skills
Onboarding, Marketing Communications, Event Management, Product Training, Project Management, Training Manuals, Competitive Analysis, Employee Engagement
Education
Ryerson University 2008 — 2010
Trent University 1997 — 2001
Honours BA, Political Science
Intact July 2014 - Present
Insurance Institute of Southern Alberta March 2014 - Present
Travelers October 2011 - October 2013
AXA April 2006 - October 2011
Citadel Assurance October 1989 - April 2006
Economical Insurance 1997 - 2001
Skills
Underwriting, Property & Casualty..., Insurance, Casualty, Risk Management, Commercial Insurance, Performance Management, Team Leadership, Business Analysis, Employee Relations, Customer Service, Financial Analysis, Marketing, Strategic Planning, Project Management, Professional Liability, Business Development, General Insurance, Liability, Legal Liability, Negotiation, Claims Management, Analysis, Operations Management, Employment Practices..., Team Building, Brokers, Change Management, Claim, Casualty Insurance, Coaching, Management, Leadership, Commercial Lines, Inland Marine, New Business Development
Education
The University of Calgary
B.Comm
American Express July 2009 - Present
Procard Global Solutions 2006 - 2013
Cratos Technology Solutions 2001 - 2006
American Express 2000 - 2001
Toronto Dominion Bank 1992 - 2000
Citadel Assurance 1985 - 1992
Skills
VisionPLUS, VSAM, COBOL, IBM Mainframe, MVS, Mainframe, Fileaid, TSO, JCL, Xpediter, CICS, SDLC, ISPF, Requirements Analysis, DB2, Production Support, Requirements Gathering, Software Project..., Business Analysis, Vendor Management, Data Conversion
Education
Canadore College 1980 — 1982
Aircraft Maintenance
Humber College
Computer Programming
Aurora Underwriting Services Inc 2014 - Present
Shaw Sabey & Associates 1995 - 2011
Wolstencroft Insurance Agencies 1980 - 1993
Citadel Assurance January 1977 - December 1980
Skills
Property & Casualty..., Risk Management, Professional Liability, Commercial Insurance, Construction, Liability, Wealth Management, Leadership, Underwriting, Strategic Financial..., Insurance, General Insurance, Claims Management, Brokers
Education
McMaster University
BA, Economics and Politcal Science
Insurance Institute of Canada
CIP, Chartered Insurance Professional
Insurance Brokers Association of BC
CAIB, Canadian Accredited Insurance Broker
Donald Grenville MacDonald May 2006 - Present
Park Re Canada July 2006 - December 2012
Green Shield Canada 1999 - 2006
Munich Reinsurance (Canda Branch Life) 1989 - 1999
Citadel Assurance July 1978 - July 1987
Skills
Employee Benefits, Sales&Marketing, Strategic Planning, Individual Health..., Long Term Disability, Critical Illness, Reinsurance, Special Risks Insurance, Travel Insurance, Brokers, Insurance, Health Insurance, Term Life Insurance, Underwriting, Disability Insurance, Life Insurance, Marketing Strategy, Group Insurance, Consulting, Long Term Care Insurance, Defined Benefit
Education
Ryerson University 1966 — 1968
Business Administration, Marketing Management
Owen Sound Collegiate an Vocational Institute (OSCVI)
Allstate April 2013 - Present
Allstate Insurance July 2007 - April 2013
Intact Financial Corporation October 2003 - June 2007
Economical Insurance October 2001 - October 2003
Citadel Assurance July 1999 - October 2001
Skills
Property & Casualty..., Claims Management, Claim, General Insurance, Insurance, Commercial Insurance, Claims Handling, Legal Liability, Liability, Underwriting, Casualty, Accident, Commercial Lines
Education
Seneca College of Applied Arts and Technology 1997 — 1999
Marketing Diploma