Credential Financial Inc
Description
Address: 1111 W Georgia St, Vancouver, BC V6E 4T6, Canada Hours: Closed ⋅ Opens 6AM Mon SaturdayClosedSundayClosedMonday6AM–5PMTuesday6AM–5PMWednesday6AM–5PMThursday6AM–5PMFriday6AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: British Columbia Phone: (855) 714-3800: : : : Place name: Website: : : Category: Website: http://www.credential.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Credential Financial Inc Posting publicly on the Web Write a review Reviews 2 Google reviews
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Credential Financial Inc Employees
Employee
Years
Job
Industry
Michele Co Michele Co's Credential Financial Inc Experience June 2006 - September 2010
Job Senior Recruiter at Klohn Crippen Berger
Industry Human Resources
Experience
Klohn Crippen Berger April 2011 - Present
Credential Financial Inc. June 2006 - September 2010
Bentall Capital LP November 1999 - June 2006
Rocky Mountaineer Railtours March 1999 - October 1999
JTB International December 1994 - January 1999
Dynapro Systems Inc. April 1994 - December 1994
Skills
Employee Engagement, Employee Relations, Human Resources, Onboarding, Performance Management, Training, Recruiting, Coaching, Employer Branding, Employee Benefits, New Hire Orientations, Conflict Resolution, Job Evaluation, Compensation & Benefits, Global Talent...
Education
The University of British Columbia 1990 — 1994
Bachelor of Commerce, Industrial Relations Management
Klohn Crippen Berger April 2011 - Present
Credential Financial Inc. June 2006 - September 2010
Bentall Capital LP November 1999 - June 2006
Rocky Mountaineer Railtours March 1999 - October 1999
JTB International December 1994 - January 1999
Dynapro Systems Inc. April 1994 - December 1994
Skills
Employee Engagement, Employee Relations, Human Resources, Onboarding, Performance Management, Training, Recruiting, Coaching, Employer Branding, Employee Benefits, New Hire Orientations, Conflict Resolution, Job Evaluation, Compensation & Benefits, Global Talent...
Education
The University of British Columbia 1990 — 1994
Bachelor of Commerce, Industrial Relations Management
Leslie-Ann Drummond Leslie-Ann Drummond's Credential Financial Inc Experience 2003 - 2010
Job Marketing, Branding and Communications Creative Catalyst
Industry Marketing and Advertising
Experience
Fraser Health Authority 2011 - Present
Integra Technologies International 2010 - 2011
Credential Financial Inc. 2003 - 2010
Intrinsyc Software 2002 - 2003
The Ethical Funds Company & Credential Group 2002 - 2002
Stox Broadcast Corporation 2000 - 2001
BC Nature (formerly FBCN) 1996 - 2000
Skills
Marketing Communications, Integrated Marketing, Corporate Communications, Strategic Communications, Digital Marketing, Marketing Strategy, Social Media Marketing, Media Relations, Product Marketing, Brand Development, Strategy, Corporate Branding, Management, Website Development, Public Relations, Marketing, Direct Marketing, Social Media, Advertising, Marketing Management, Email Marketing, Brand Awareness, Creative Direction, Leadership, Event Management, Lead Generation, Online Marketing, Strategic Partnerships, Internal Communications, Strategic Planning, Cross-functional Team..., Cultural Transformation, Writing, Change Management, Video Production, Copywriting
Education
The University of British Columbia
Sales & Marketing Management Diploma (SMEI)
The University of British Columbia
Internet Marketing Certification
Social Media Marketing University
Certificated Social Media Strategist
Canadian Securities Institute
CSC (Honours)
British Columbia Institute of Technology
Venture Program (for Entrepreneurs)
The University of Calgary
Bachelors of Science
Fraser Health Authority 2011 - Present
Integra Technologies International 2010 - 2011
Credential Financial Inc. 2003 - 2010
Intrinsyc Software 2002 - 2003
The Ethical Funds Company & Credential Group 2002 - 2002
Stox Broadcast Corporation 2000 - 2001
BC Nature (formerly FBCN) 1996 - 2000
Skills
Marketing Communications, Integrated Marketing, Corporate Communications, Strategic Communications, Digital Marketing, Marketing Strategy, Social Media Marketing, Media Relations, Product Marketing, Brand Development, Strategy, Corporate Branding, Management, Website Development, Public Relations, Marketing, Direct Marketing, Social Media, Advertising, Marketing Management, Email Marketing, Brand Awareness, Creative Direction, Leadership, Event Management, Lead Generation, Online Marketing, Strategic Partnerships, Internal Communications, Strategic Planning, Cross-functional Team..., Cultural Transformation, Writing, Change Management, Video Production, Copywriting
Education
The University of British Columbia
Sales & Marketing Management Diploma (SMEI)
The University of British Columbia
Internet Marketing Certification
Social Media Marketing University
Certificated Social Media Strategist
Canadian Securities Institute
CSC (Honours)
British Columbia Institute of Technology
Venture Program (for Entrepreneurs)
The University of Calgary
Bachelors of Science
Cletus Chan Cletus Chan's Credential Financial Inc Experience 2007 - Present
Job Data Service Analyst at Credential
Industry Financial Services
Experience
Credential Financial Inc. 2007 - Present
Coast Capital Savings January 2002 - January 2007
HSBC January 1998 - October 2001
Skills
Requirements Gathering, Testing, Wealth Management, Banking, Business Analysis, Securities, Investments, Portfolio Management, Mutual Funds, Financial Services, Customer Service, Strategic Planning, Process Improvement, Finance
Education
British Columbia Institute of Technology 1989 — 1991
Business Admin
Credential Financial Inc. 2007 - Present
Coast Capital Savings January 2002 - January 2007
HSBC January 1998 - October 2001
Skills
Requirements Gathering, Testing, Wealth Management, Banking, Business Analysis, Securities, Investments, Portfolio Management, Mutual Funds, Financial Services, Customer Service, Strategic Planning, Process Improvement, Finance
Education
British Columbia Institute of Technology 1989 — 1991
Business Admin
Jonah Goldman Jonah Goldman's Credential Financial Inc Experience September 2010 - June 2012
Job Client Services Officer at Mackenzie Financial
Industry Financial Services
Experience
Mackenzie Financial October 2012 - April 2014
Credential Financial Inc September 2010 - June 2012
Vancity Credit Union September 2007 - September 2010
Education
Simon Fraser University 2006 — 2007
Graduate Diploma, Business Administration
Concordia University 2001 — 2004
Bachelor of Arts, Political Science Major
Mackenzie Financial October 2012 - April 2014
Credential Financial Inc September 2010 - June 2012
Vancity Credit Union September 2007 - September 2010
Education
Simon Fraser University 2006 — 2007
Graduate Diploma, Business Administration
Concordia University 2001 — 2004
Bachelor of Arts, Political Science Major
Genna Louie Genna Louie's Credential Financial Inc Experience June 2009 - Present
Job Vice President, Product Solutions and Portfolio Management at Credential
Industry Investment Management
Experience
Credential Financial Inc. June 2009 - Present
Ethical Funds Inc. 2004 - 2009
Ethical Funds Inc. 2000 - 2004
Skills
Wealth Management, Mutual Funds, Portfolio Management, Investments, Securities, Investment Advisory, Financial Services, Strategic Planning, Retirement Planning, Investment Strategies, Asset Management, Asset Allocation, Investment Management
Education
CFA Institute
CFA
The University of British Columbia
Commerce
Credential Financial Inc. June 2009 - Present
Ethical Funds Inc. 2004 - 2009
Ethical Funds Inc. 2000 - 2004
Skills
Wealth Management, Mutual Funds, Portfolio Management, Investments, Securities, Investment Advisory, Financial Services, Strategic Planning, Retirement Planning, Investment Strategies, Asset Management, Asset Allocation, Investment Management
Education
CFA Institute
CFA
The University of British Columbia
Commerce
John Siembida, MBA John Siembida, MBA's Credential Financial Inc Experience January 2010 - November 2011
Job Senior Regional Sales Director at Desjardins Financial Security
Industry Insurance
Experience
Desjardins Financial Security August 2011 - Present
CALU 2000 - 2013
Credential Financial Inc. January 2010 - November 2011
Daystar Financial Group Inc. March 2007 - March 2009
Standard Life 1999 - 2005
WMS (Barbados) Inc. 1995 - 1999
Toronto Mutual Life Insurance Company 1990 - 1995
Canada Life Assurance Company 1989 - 1990
Skills
Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Estate Planning, Critical Illness, Disability Insurance, Retirement, Financial Services, Financial Planners, Life Insurance, Financial Advisory, Leadership, Relationship Management, Employee Benefits, Small Business, Strategic Planning, Team Building, Fixed Annuities, Business Development, Wealth Management..., Wealth, Management, Sales Management, Succession Planning, Term Life Insurance, Strategy, Long-term Care, Finance, Health Insurance, Investment Advisory, Pensions, Financial Planning, Business Owner Planning
Education
Ivey Business School at Western University 2005 — 2007
MBA, Executive MBA
Advocis 2005 — 2005
RHU, Registered Health Underwriter
Advocis 2004 — 2005
CLU, Chartered Life Underwriter
Society of Trust and Estate Practitioners 2001 — 2002
TEP, Registered Trust and Estate Practitioner
University of Guelph 1995 — 1998
BA, Political Science, Economics and Spanish
Desjardins Financial Security August 2011 - Present
CALU 2000 - 2013
Credential Financial Inc. January 2010 - November 2011
Daystar Financial Group Inc. March 2007 - March 2009
Standard Life 1999 - 2005
WMS (Barbados) Inc. 1995 - 1999
Toronto Mutual Life Insurance Company 1990 - 1995
Canada Life Assurance Company 1989 - 1990
Skills
Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Estate Planning, Critical Illness, Disability Insurance, Retirement, Financial Services, Financial Planners, Life Insurance, Financial Advisory, Leadership, Relationship Management, Employee Benefits, Small Business, Strategic Planning, Team Building, Fixed Annuities, Business Development, Wealth Management..., Wealth, Management, Sales Management, Succession Planning, Term Life Insurance, Strategy, Long-term Care, Finance, Health Insurance, Investment Advisory, Pensions, Financial Planning, Business Owner Planning
Education
Ivey Business School at Western University 2005 — 2007
MBA, Executive MBA
Advocis 2005 — 2005
RHU, Registered Health Underwriter
Advocis 2004 — 2005
CLU, Chartered Life Underwriter
Society of Trust and Estate Practitioners 2001 — 2002
TEP, Registered Trust and Estate Practitioner
University of Guelph 1995 — 1998
BA, Political Science, Economics and Spanish
Richard Davies, MBA, FCUIC Richard Davies, MBA, FCUIC's Credential Financial Inc Experience January 2010 - February 2011
Job President & CEO at Tandia Financial Credit Union
Industry Financial Services
Experience
Tandia Financial Credit Union Limited January 2014 - Present
MFD Private Client Services Inc. July 2012 - December 2013
Kawartha CU/ formerly Unity Savings & Credit Union April 2011 - April 2012
Credential Financial Inc. January 2010 - February 2011
G&F Financial Group 1991 - 2011
Capilano University 2001 - 2007
Skills
Banking, Investments, Mortgage Lending, Risk Management, Strategic Financial..., Loans, Strategic Planning, Credit, Wealth Management, Team Leadership, Financial Services, Mergers, Leadership, Mergers & Acquisitions, Budgets, New Business Development, Insurance, Management, Strategy, Credit Analysis, Business Planning, Team Building, Coaching, Business Strategy, Mutual Funds, Asset Management, Portfolio Management, Executive Management, Finance, Retirement Planning, Retail Banking, Financial Analysis, Credit Unions, Consumer Lending, Relationship Management, Financial Risk, Commercial Banking, Financial Advisory, Residential Mortgages, Employee Engagement, Commercial Lending, Investment Advisory, Credit Risk, Securities, Cash Management, Estate Planning, Financial Institutions, Credit Cards, Commercial Mortgages, Wealth
Education
Canadian Securities Institute
Capilano University
Diploma, Business Administration
Credit Union Institute of Canada
FCUIC
Institute of Canadian Bankers
Queen's University
MBA, Business Administration
The University of British Columbia
Faculty of Commerce
Tandia Financial Credit Union Limited January 2014 - Present
MFD Private Client Services Inc. July 2012 - December 2013
Kawartha CU/ formerly Unity Savings & Credit Union April 2011 - April 2012
Credential Financial Inc. January 2010 - February 2011
G&F Financial Group 1991 - 2011
Capilano University 2001 - 2007
Skills
Banking, Investments, Mortgage Lending, Risk Management, Strategic Financial..., Loans, Strategic Planning, Credit, Wealth Management, Team Leadership, Financial Services, Mergers, Leadership, Mergers & Acquisitions, Budgets, New Business Development, Insurance, Management, Strategy, Credit Analysis, Business Planning, Team Building, Coaching, Business Strategy, Mutual Funds, Asset Management, Portfolio Management, Executive Management, Finance, Retirement Planning, Retail Banking, Financial Analysis, Credit Unions, Consumer Lending, Relationship Management, Financial Risk, Commercial Banking, Financial Advisory, Residential Mortgages, Employee Engagement, Commercial Lending, Investment Advisory, Credit Risk, Securities, Cash Management, Estate Planning, Financial Institutions, Credit Cards, Commercial Mortgages, Wealth
Education
Canadian Securities Institute
Capilano University
Diploma, Business Administration
Credit Union Institute of Canada
FCUIC
Institute of Canadian Bankers
Queen's University
MBA, Business Administration
The University of British Columbia
Faculty of Commerce
Jeff Connery Jeff Connery's Credential Financial Inc Experience January 2009 - June 2013
Job A business leader & CIO known for successful projects, business strategy & transformation, integration & optimization
Industry Information Technology and Services
Experience
Absolute Results Productions Ltd May 2014 - Present
Professional Sabbatical June 2013 - May 2014
Credential Financial Inc January 2009 - June 2013
inUnison Technology Services Ltd February 2004 - December 2008
Sierra Wireless Inc July 2000 - February 2004
Canadian Airlines International Ltd September 1985 - July 2000
Skills
Vendor Management, IT Management, Business Analysis, Business Intelligence, Banking, Software Project..., Leadership, Strategic Planning, Governance, IT Strategy, Investments, Team Building, Business Transformation, Mergers & Acquisitions, Strategy, PMO, Financial Services, Business Process..., Project Portfolio..., Risk Management, Start-ups, Change Management, Executive Management, Outsourcing, Cloud Computing, Program Management, Process Improvement, Business Strategy
Education
Sauder School of Business at UBC
British Columbia Institute of Technology
Langara College
Simon Fraser University
Absolute Results Productions Ltd May 2014 - Present
Professional Sabbatical June 2013 - May 2014
Credential Financial Inc January 2009 - June 2013
inUnison Technology Services Ltd February 2004 - December 2008
Sierra Wireless Inc July 2000 - February 2004
Canadian Airlines International Ltd September 1985 - July 2000
Skills
Vendor Management, IT Management, Business Analysis, Business Intelligence, Banking, Software Project..., Leadership, Strategic Planning, Governance, IT Strategy, Investments, Team Building, Business Transformation, Mergers & Acquisitions, Strategy, PMO, Financial Services, Business Process..., Project Portfolio..., Risk Management, Start-ups, Change Management, Executive Management, Outsourcing, Cloud Computing, Program Management, Process Improvement, Business Strategy
Education
Sauder School of Business at UBC
British Columbia Institute of Technology
Langara College
Simon Fraser University
Doug Durnin's Credential Financial Inc Experience July 2007 - September 2011
Job Wealth Management Professional/Consultant at DJ Durnin Enterprises
Industry Financial Services
Experience
DJ Durnin Enterprises March 2015 - Present
Desjardins Financial Security Life Assurance Company December 2013 - March 2015
Excel Funds Management Inc. January 2012 - June 2012
Credential Financial Inc. July 2007 - September 2011
Pattison Sign Group September 2003 - January 2006
Durnin Financial and Insurances Services Ltd. June 1990 - September 2003
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Advisory, Strategic Financial..., Securities, Portfolio Management, Estate Planning, Asset Managment, Investment Strategies, Sales Management, New Business Development, Risk Management, Insurance, Strategic Planning, Coaching, Equities, Financial Services, Business Development, Financial Advisory, Retirement, Wealth Management..., Asset Management, Financial Planners, Asset Allocation, Relationship Management, Fixed Annuities, Investment Management, Wealth, Mortgage Lending, Life Insurance, Disability Insurance, Banking, Credit, Fixed Income, Financial Planning, Management, Sales, Customer Service, Business Strategy, Leadership, Practice Management, Business Planning, Team Building, Financial Analysis, Finance, Marketing Strategy, Strategy
Education
University of Manitoba
BA, Psychology
DJ Durnin Enterprises March 2015 - Present
Desjardins Financial Security Life Assurance Company December 2013 - March 2015
Excel Funds Management Inc. January 2012 - June 2012
Credential Financial Inc. July 2007 - September 2011
Pattison Sign Group September 2003 - January 2006
Durnin Financial and Insurances Services Ltd. June 1990 - September 2003
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Advisory, Strategic Financial..., Securities, Portfolio Management, Estate Planning, Asset Managment, Investment Strategies, Sales Management, New Business Development, Risk Management, Insurance, Strategic Planning, Coaching, Equities, Financial Services, Business Development, Financial Advisory, Retirement, Wealth Management..., Asset Management, Financial Planners, Asset Allocation, Relationship Management, Fixed Annuities, Investment Management, Wealth, Mortgage Lending, Life Insurance, Disability Insurance, Banking, Credit, Fixed Income, Financial Planning, Management, Sales, Customer Service, Business Strategy, Leadership, Practice Management, Business Planning, Team Building, Financial Analysis, Finance, Marketing Strategy, Strategy
Education
University of Manitoba
BA, Psychology
Lisa Bernardin, CHRP's Credential Financial Inc Experience February 2004 - February 2013
Job Human Resources Professional at Canadian Red Cross
Industry Financial Services
Experience
Canadian Red Cross January 2014 - Present
Klohn Crippen Berger April 2013 - January 2014
Credential Financial Inc. February 2004 - February 2013
BC Hydro August 2001 - January 2004
Kraft Foods Group February 2001 - July 2001
WCG January 2000 - January 2001
Vancity January 1988 - January 2000
Skills
Employee Relations, Employee Engagement, Recruiting, Coaching, Performance Management, Talent Management, Leadership Development, Onboarding, New Hire Orientations, Succession Planning, Employee Recognition, Employee Benefits, HRIS, Job Evaluation, Learning & Development..., Personnel Management, Human Resources, Training, Interviews, Workshop Facilitation, Career Development, Management, HR Policies
Education
BCHRMA & CCHRA (Canadian Council of Human Resources Associations) 2007 — 2007
CHRP (Certified Human Resources Professional), Human Resources
BCIT 1995 — 2000
Human Resources Management, HR
Port Moody Senior Secondary
Canadian Red Cross January 2014 - Present
Klohn Crippen Berger April 2013 - January 2014
Credential Financial Inc. February 2004 - February 2013
BC Hydro August 2001 - January 2004
Kraft Foods Group February 2001 - July 2001
WCG January 2000 - January 2001
Vancity January 1988 - January 2000
Skills
Employee Relations, Employee Engagement, Recruiting, Coaching, Performance Management, Talent Management, Leadership Development, Onboarding, New Hire Orientations, Succession Planning, Employee Recognition, Employee Benefits, HRIS, Job Evaluation, Learning & Development..., Personnel Management, Human Resources, Training, Interviews, Workshop Facilitation, Career Development, Management, HR Policies
Education
BCHRMA & CCHRA (Canadian Council of Human Resources Associations) 2007 — 2007
CHRP (Certified Human Resources Professional), Human Resources
BCIT 1995 — 2000
Human Resources Management, HR
Port Moody Senior Secondary
Bob Hague Bob Hague's Credential Financial Inc Experience September 2004 - December 2011
Job President, Credit Union Distribution, The CUMIS Group
Industry Insurance
Experience
CUMIS July 2010 - Present
Concentra Financial August 2010 - Present
Credential Financial Inc September 2004 - December 2011
Meridian Credit Union June 2001 - July 2010
BMO June 1981 - June 2001
Skills
Underwriting, Claim, Disability Insurance, Risk Management, Reinsurance, General Insurance, SDLC, Health Insurance, Change Management, Business Analysis, Vendor Management, Liability, Process Improvement, Banking, mutual funds, Securities Market, commercial banking, wealth management..., brokered commercial..., asset and liability..., Finance, Wealth Management, Mutual Funds, Credit Unions, Commercial Banking
Education
Dalhousie University 1996 — 1999
Master of Business Administration (MBA), Business/Commerce, General
McMaster University 1978 — 1981
Bachelor's degree, Economics
CUMIS July 2010 - Present
Concentra Financial August 2010 - Present
Credential Financial Inc September 2004 - December 2011
Meridian Credit Union June 2001 - July 2010
BMO June 1981 - June 2001
Skills
Underwriting, Claim, Disability Insurance, Risk Management, Reinsurance, General Insurance, SDLC, Health Insurance, Change Management, Business Analysis, Vendor Management, Liability, Process Improvement, Banking, mutual funds, Securities Market, commercial banking, wealth management..., brokered commercial..., asset and liability..., Finance, Wealth Management, Mutual Funds, Credit Unions, Commercial Banking
Education
Dalhousie University 1996 — 1999
Master of Business Administration (MBA), Business/Commerce, General
McMaster University 1978 — 1981
Bachelor's degree, Economics
John Van Tassel John Van Tassel's Credential Financial Inc Experience 2006 - 2012
Job Client Case Manager at ES3 Insurance Services Ltd.
Industry Financial Services
Experience
ES3 Insurance Services Ltd. February 2012 - Present
Credential Financial Inc. 2006 - 2012
AIG Life of Canada 2004 - 2006
Financial Management Inc (formerly Pinnacle Brokerage) 2001 - 2004
Skills
Investments, Estate Planning, Retirement Planning, Mutual Funds, Insurance, Financial Services, Wealth Management, Disability Insurance, Securities, Financial Advisory, Fixed Annuities, Life Insurance, Retirement, Long-term Care
Education
Ashton College
LLQP
CDI College
Microcomputer Business Applications Diploma
The University of British Columbia
Bachelor of Arts (B.A.), International Relations
Capilano College
General Arts Studies
ES3 Insurance Services Ltd. February 2012 - Present
Credential Financial Inc. 2006 - 2012
AIG Life of Canada 2004 - 2006
Financial Management Inc (formerly Pinnacle Brokerage) 2001 - 2004
Skills
Investments, Estate Planning, Retirement Planning, Mutual Funds, Insurance, Financial Services, Wealth Management, Disability Insurance, Securities, Financial Advisory, Fixed Annuities, Life Insurance, Retirement, Long-term Care
Education
Ashton College
LLQP
CDI College
Microcomputer Business Applications Diploma
The University of British Columbia
Bachelor of Arts (B.A.), International Relations
Capilano College
General Arts Studies
Jacqueline Livingstone, PCP's Credential Financial Inc Experience June 2012 - June 2015
Job Manager, Payroll & Benefits Administration
Industry Legal Services
Experience
Credential Financial Inc. June 2012 - June 2015
Lawson Lundell LLP April 2009 - June 2012
McCarthy Tetrault September 2006 - April 2009
The Canadian Payroll Association 2005 - 2008
Raymond James Ltd. April 2005 - September 2006
Oyen Wiggs Green & Mutala LLP June 2003 - April 2005
Macaulay McColl Barristers and Solicitors July 1999 - May 2003
RLG International 1996 - 1998
Catalyst Contract Furnishings February 1994 - May 1995
Skills
Payroll, ADP, Payroll Processing, Benefits Administration, Workers Compensation, Benefits, Employee Benefits, Excel, Word, Customer Service, Microsoft Office, Microsoft Excel, ADP Payroll, Microsoft Word, Ceridian, Employee Relations, Outlook, PowerPoint, HR Policies, Deferred Compensation, ADP ReportSmith, Budgets, Leadership, Organizational..., Training, Human Resources, HRIS, New Hire Orientations, Recruiting, Succession Planning, Employee Engagement, Organizational..., Employee Recognition, Access, Time Management, Performance Management, Accounting, Payroll Taxes, Administration, Employee Training, Job Descriptions, Personnel Management, Management, Coaching, Hiring, Policy, Strategic Planning, Analysis
Education
The Canadian Payroll Association 2014 — 2016
CPM Certified Payroll Manager, Payroll
BCIT School of Business 2013 — 2016
Associate Certificate, Leadership
The Canadian Payroll Association 2010 — 2011
Payroll Compliance Practioner, PCP, Graduated
Princess Margaret Secondary 1988 — 1989
Grades 11-12
South Peace Senior Secondary School 1987 — 1988
Grade 11
Credential Financial Inc. June 2012 - June 2015
Lawson Lundell LLP April 2009 - June 2012
McCarthy Tetrault September 2006 - April 2009
The Canadian Payroll Association 2005 - 2008
Raymond James Ltd. April 2005 - September 2006
Oyen Wiggs Green & Mutala LLP June 2003 - April 2005
Macaulay McColl Barristers and Solicitors July 1999 - May 2003
RLG International 1996 - 1998
Catalyst Contract Furnishings February 1994 - May 1995
Skills
Payroll, ADP, Payroll Processing, Benefits Administration, Workers Compensation, Benefits, Employee Benefits, Excel, Word, Customer Service, Microsoft Office, Microsoft Excel, ADP Payroll, Microsoft Word, Ceridian, Employee Relations, Outlook, PowerPoint, HR Policies, Deferred Compensation, ADP ReportSmith, Budgets, Leadership, Organizational..., Training, Human Resources, HRIS, New Hire Orientations, Recruiting, Succession Planning, Employee Engagement, Organizational..., Employee Recognition, Access, Time Management, Performance Management, Accounting, Payroll Taxes, Administration, Employee Training, Job Descriptions, Personnel Management, Management, Coaching, Hiring, Policy, Strategic Planning, Analysis
Education
The Canadian Payroll Association 2014 — 2016
CPM Certified Payroll Manager, Payroll
BCIT School of Business 2013 — 2016
Associate Certificate, Leadership
The Canadian Payroll Association 2010 — 2011
Payroll Compliance Practioner, PCP, Graduated
Princess Margaret Secondary 1988 — 1989
Grades 11-12
South Peace Senior Secondary School 1987 — 1988
Grade 11
Ronald Ko's Credential Financial Inc Experience January 2007 - June 2007
Job Product Solutions Officer at Credential Financial Inc.
Industry Financial Services
Experience
Credential June 2011 - Present
Credential July 2007 - May 2011
Credential Financial Inc. January 2007 - June 2007
Skills
Wealth Management, Investments, Mutual Funds, Securities, Risk Management, Financial Services, Banking, Investment Advisory, Insurance, Asset Management, Equities, Microsoft Excel, Business Analysis, Financial Analysis, Change Management, Process Improvement, Customer Service
Education
Simon Fraser University 1997 — 2003
Bachelor of Business Administration (BBA), Finance, General
Credential June 2011 - Present
Credential July 2007 - May 2011
Credential Financial Inc. January 2007 - June 2007
Skills
Wealth Management, Investments, Mutual Funds, Securities, Risk Management, Financial Services, Banking, Investment Advisory, Insurance, Asset Management, Equities, Microsoft Excel, Business Analysis, Financial Analysis, Change Management, Process Improvement, Customer Service
Education
Simon Fraser University 1997 — 2003
Bachelor of Business Administration (BBA), Finance, General
Rodney Ancrum's Credential Financial Inc Experience January 2009 - Present
Job Senior Vice President, Chief Financial Officer at Credential Financial Inc.
Industry Financial Services
Experience
Credential Financial Inc. January 2009 - Present
RBC 2006 - 2007
RBC Financial Group 2005 - 2006
RBC Action Direct Inc. 2003 - 2005
RBC Investments 2001 - 2003
RBC Action Direct Inc. 1999 - 2001
RBC Financial Group 1993 - 1999
Royal Trust Corporation 1987 - 1993
Arthur Andersen & Co. 1984 - 1987
Skills
Investments, Financial Analysis, Wealth Management, Corporate Finance, Financial Services, Strategy, Securities, Finance, Strategic Financial..., Equities, Capital Markets, Mutual Funds, Auditing, Leadership, Managerial Finance, Financial Planning
Education
Canadian Securities Institute
Partners, Directors and Officers Course
Canadian Securities Institute
CFO Qualifying Exam
Institute of Chartered Accountants of Ontario
Chatered Accountant
Concordia University 1980 — 1983
BCOMM, Accounting
Credential Financial Inc. January 2009 - Present
RBC 2006 - 2007
RBC Financial Group 2005 - 2006
RBC Action Direct Inc. 2003 - 2005
RBC Investments 2001 - 2003
RBC Action Direct Inc. 1999 - 2001
RBC Financial Group 1993 - 1999
Royal Trust Corporation 1987 - 1993
Arthur Andersen & Co. 1984 - 1987
Skills
Investments, Financial Analysis, Wealth Management, Corporate Finance, Financial Services, Strategy, Securities, Finance, Strategic Financial..., Equities, Capital Markets, Mutual Funds, Auditing, Leadership, Managerial Finance, Financial Planning
Education
Canadian Securities Institute
Partners, Directors and Officers Course
Canadian Securities Institute
CFO Qualifying Exam
Institute of Chartered Accountants of Ontario
Chatered Accountant
Concordia University 1980 — 1983
BCOMM, Accounting
Fraser King's Credential Financial Inc Experience September 2010 - June 2011
Job Vice President & Market Manager at TD
Industry Investment Management
Experience
TD November 2013 - Present
TD Bank Group June 2011 - Present
Credential Financial Inc. September 2010 - June 2011
Credential Financial 2004 - 2010
Skills
Banking, Financial Advisory, Financial Planning, Mutual Funds, Portfolio Management, Risk Management, Wealth Management, Wealth, Wealth Management..., Securities, Retirement Planning, Investments, High Net Worth..., Investment Advisory, Leadership, Program Management, Strategic Financial...
Education
Concordia University
BSc, Biology
TD November 2013 - Present
TD Bank Group June 2011 - Present
Credential Financial Inc. September 2010 - June 2011
Credential Financial 2004 - 2010
Skills
Banking, Financial Advisory, Financial Planning, Mutual Funds, Portfolio Management, Risk Management, Wealth Management, Wealth, Wealth Management..., Securities, Retirement Planning, Investments, High Net Worth..., Investment Advisory, Leadership, Program Management, Strategic Financial...
Education
Concordia University
BSc, Biology
Tony Yao's Credential Financial Inc Experience May 2008 - March 2009
Job Software Developer at Peoples Trust
Industry Computer Software
Experience
Peoples Trust May 2015 - Present
Boston Pizza June 2012 - April 2015
Eminata Group May 2009 - May 2012
Credential Financial Inc May 2008 - March 2009
XModus Software Inc, Vancouver BC April 2008 - May 2008
Little Mountain Neighborhood, Vancouver BC February 2007 - June 2007
Evensun 2006 - 2007
Provincial Information Center Zj China 2001 - 2005
Skills
ASP.NET, PHP, C#, jQuery, Windows, SharePoint, Microsoft SQL Server, HTML, Software Development, CSS, Business Analysis
Education
British Columbia Institute of Technology 2005 — 2009
Certificate
Computer school of Nanjing Telecommunication Engineering University, China 1990 — 1994
Bachelor, Computer Science
Peoples Trust May 2015 - Present
Boston Pizza June 2012 - April 2015
Eminata Group May 2009 - May 2012
Credential Financial Inc May 2008 - March 2009
XModus Software Inc, Vancouver BC April 2008 - May 2008
Little Mountain Neighborhood, Vancouver BC February 2007 - June 2007
Evensun 2006 - 2007
Provincial Information Center Zj China 2001 - 2005
Skills
ASP.NET, PHP, C#, jQuery, Windows, SharePoint, Microsoft SQL Server, HTML, Software Development, CSS, Business Analysis
Education
British Columbia Institute of Technology 2005 — 2009
Certificate
Computer school of Nanjing Telecommunication Engineering University, China 1990 — 1994
Bachelor, Computer Science
Shelley Whitney's Credential Financial Inc Experience December 2010 - October 2011
Job VP Compliance at Qtrade Financial Group
Industry Investment Banking
Experience
Qtrade Financial Group February 2015 - Present
Raymond James Ltd. December 2014 - February 2015
Raymond James Ltd. May 2013 - December 2014
Raymond James Ltd. October 2011 - May 2013
Credential Financial Inc. December 2010 - October 2011
Credential Financial Inc January 2009 - December 2010
Credential Financial Inc. May 2006 - December 2008
Credential Financial Inc. July 2001 - April 2006
Education
The University of British Columbia 1992 — 1995
Bachelor's Degree
Qtrade Financial Group February 2015 - Present
Raymond James Ltd. December 2014 - February 2015
Raymond James Ltd. May 2013 - December 2014
Raymond James Ltd. October 2011 - May 2013
Credential Financial Inc. December 2010 - October 2011
Credential Financial Inc January 2009 - December 2010
Credential Financial Inc. May 2006 - December 2008
Credential Financial Inc. July 2001 - April 2006
Education
The University of British Columbia 1992 — 1995
Bachelor's Degree
Dennis Olano's Credential Financial Inc Experience January 2005 - Present
Job Programmer Analyst at Credential Financial Inc.
Industry Financial Services
Experience
Credential Financial Inc. January 2005 - Present
Extreme CCTV Inc. September 2001 - January 2005
Education
University of Nueva Caceres 1989 — 1994
Bachelor of Science, Mathematics
Credential Financial Inc. January 2005 - Present
Extreme CCTV Inc. September 2001 - January 2005
Education
University of Nueva Caceres 1989 — 1994
Bachelor of Science, Mathematics
Sydney Lansdowne's Credential Financial Inc Experience October 2007 - January 2011
Job Internal Wholesaler at Sentry Investments
Industry Financial Services
Experience
Sentry Investments September 2015 - Present
Invesco Canada January 2014 - August 2015
British Columbia Securities Commission April 2011 - January 2014
Mackenzie Investments January 2011 - April 2011
Credential Financial Inc. October 2007 - January 2011
Great Canadian Gaming Corporation April 2003 - August 2007
Education
Vancouver Island University 2002 — 2007
BBA, Finance
Thompson Rivers University 2000 — 2002
Diploma, Hotel/Resort Management
Sentry Investments September 2015 - Present
Invesco Canada January 2014 - August 2015
British Columbia Securities Commission April 2011 - January 2014
Mackenzie Investments January 2011 - April 2011
Credential Financial Inc. October 2007 - January 2011
Great Canadian Gaming Corporation April 2003 - August 2007
Education
Vancouver Island University 2002 — 2007
BBA, Finance
Thompson Rivers University 2000 — 2002
Diploma, Hotel/Resort Management
Mac Bruce Roque's Credential Financial Inc Experience April 2006 - March 2012
Job Sr Software Analyst at McKesson Canada
Industry Financial Services
Experience
McKesson Canada April 2012 - Present
Credential Financial Inc. April 2006 - March 2012
Citi Group October 1997 - September 2001
SKY Internet Inc. May 1994 - September 1997
Skills
Agile Methodologies, Business Analysis, Software Documentation, Regression Testing, Analysis, User Acceptance Testing, Requirements Analysis, SDLC, Quality Assurance, System Testing, SharePoint, PMP, Testing, Quality Center, Requirements Gathering, Software Project..., Integration, Software Development, XML, Test Planning, Scrum, Visio, Project Planning, SQL, Test Cases, Microsoft SQL Server, Test Automation
Education
cTc Training Canada 2010 — 2010
Introduction to Programming Microsoft .Net Applications, 2010
British Columbia Institute of Technology 2002 — 2003
Network Administration
Don Bosco Technical College 1989 — 1994
B.S. Computer Engineering
McKesson Canada April 2012 - Present
Credential Financial Inc. April 2006 - March 2012
Citi Group October 1997 - September 2001
SKY Internet Inc. May 1994 - September 1997
Skills
Agile Methodologies, Business Analysis, Software Documentation, Regression Testing, Analysis, User Acceptance Testing, Requirements Analysis, SDLC, Quality Assurance, System Testing, SharePoint, PMP, Testing, Quality Center, Requirements Gathering, Software Project..., Integration, Software Development, XML, Test Planning, Scrum, Visio, Project Planning, SQL, Test Cases, Microsoft SQL Server, Test Automation
Education
cTc Training Canada 2010 — 2010
Introduction to Programming Microsoft .Net Applications, 2010
British Columbia Institute of Technology 2002 — 2003
Network Administration
Don Bosco Technical College 1989 — 1994
B.S. Computer Engineering
Christopher Shum's Credential Financial Inc Experience December 1999 - Present
Job Manager at Credential Financial Inc.
Industry Insurance
Experience
Credential Financial Inc. December 1999 - Present
Education
Simon Fraser University 2011 — 2012
Canadian Risk Management, Risk Management
Canadian Securities Institute 1997 — 2010
Financial Planning, Investments, Compliance
Advocis
Life Licence Qualification Program, Insurance
Simon Fraser University
Concepts and Practice of Technical Communication
Investment Funds Institute of Canada Vancouver, BC
The Canadian Investment Funds Operations Course
The University of British Columbia
Bachelor of Commerce (B.Com.)
Credential Financial Inc. December 1999 - Present
Education
Simon Fraser University 2011 — 2012
Canadian Risk Management, Risk Management
Canadian Securities Institute 1997 — 2010
Financial Planning, Investments, Compliance
Advocis
Life Licence Qualification Program, Insurance
Simon Fraser University
Concepts and Practice of Technical Communication
Investment Funds Institute of Canada Vancouver, BC
The Canadian Investment Funds Operations Course
The University of British Columbia
Bachelor of Commerce (B.Com.)
Eugene Vulpe's Credential Financial Inc Experience June 2012 - August 2012
Job Software Developer
Industry Computer Software
Experience
Cymax February 2015 - Present
Contac Services September 2012 - February 2015
Credential Financial Inc. June 2012 - August 2012
Imogo Mobile Technologies Corp. April 2010 - July 2012
Industrial Alliance Pacific Life 2007 - 2009
E-One Moli Energy (Canada) Ltd. 2006 - 2007
XANATOS HOLDINGS LTD 2004 - 2006
Timothy's World Coffee 2003 - 2003
MINISTRY OF INFORMATION TECHNOLOGY 1986 - 2002
Skills
VB.NET, C#, Visual Basic, Delphi, ASP.NET, VSTO, XML, SOAP, Web Services, SaaS, JavaScript, AJAX, CSS, IIS, Active Directory, SQL Server, T-SQL, SSRS, SSIS, Oracle, Access, ADABAS, DB2, COBOL, PL/1, JCL, TSO, CICS, Microsoft SQL Server, Windows Server, SharePoint, Visual Studio, Systems Analysis, Database Design, Databases, .NET, Software Development, TFS
Education
1976 — 1981
Applied Mathematics
Cymax February 2015 - Present
Contac Services September 2012 - February 2015
Credential Financial Inc. June 2012 - August 2012
Imogo Mobile Technologies Corp. April 2010 - July 2012
Industrial Alliance Pacific Life 2007 - 2009
E-One Moli Energy (Canada) Ltd. 2006 - 2007
XANATOS HOLDINGS LTD 2004 - 2006
Timothy's World Coffee 2003 - 2003
MINISTRY OF INFORMATION TECHNOLOGY 1986 - 2002
Skills
VB.NET, C#, Visual Basic, Delphi, ASP.NET, VSTO, XML, SOAP, Web Services, SaaS, JavaScript, AJAX, CSS, IIS, Active Directory, SQL Server, T-SQL, SSRS, SSIS, Oracle, Access, ADABAS, DB2, COBOL, PL/1, JCL, TSO, CICS, Microsoft SQL Server, Windows Server, SharePoint, Visual Studio, Systems Analysis, Database Design, Databases, .NET, Software Development, TFS
Education
1976 — 1981
Applied Mathematics
Nancy Cogburn's Credential Financial Inc Experience 2000 - 2009
Job
Industry Information Technology and Services
Experience
Credential Financial Inc. 2000 - 2009
Education
DRI Canada
Langara College
Simon Fraser University
Credential Financial Inc. 2000 - 2009
Education
DRI Canada
Langara College
Simon Fraser University
Lothar Fabian's Credential Financial Inc Experience August 1999 - February 2013
Job Financial Services
Industry Financial Services
Experience
None April 2014 - Present
Contractor, Financial Services April 2013 - March 2014
Credential Securities Inc. March 2012 - February 2013
Credential Financial Inc. August 1999 - February 2013
Credential Financial Inc August 1999 - March 2012
Credential Financial Inc. May 2004 - October 2006
TD May 1995 - April 1999
TD Green Line (Waterhouse) August 1988 - May 1995
TD April 1978 - August 1988
RBC April 1973 - April 1978
Skills
Securities, Mutual Funds, Wealth Management, Investment Advisory, Investments, Financial Services, Risk Management, Trading, Equities, Financial Advisory, Relationship Management, Portfolio Management, Retirement Planning, Investment Strategies, Credit, Strategic Financial..., Wealth
Education
The University of British Columbia 1969 — 1974
B Com, Finance & Transportation
None April 2014 - Present
Contractor, Financial Services April 2013 - March 2014
Credential Securities Inc. March 2012 - February 2013
Credential Financial Inc. August 1999 - February 2013
Credential Financial Inc August 1999 - March 2012
Credential Financial Inc. May 2004 - October 2006
TD May 1995 - April 1999
TD Green Line (Waterhouse) August 1988 - May 1995
TD April 1978 - August 1988
RBC April 1973 - April 1978
Skills
Securities, Mutual Funds, Wealth Management, Investment Advisory, Investments, Financial Services, Risk Management, Trading, Equities, Financial Advisory, Relationship Management, Portfolio Management, Retirement Planning, Investment Strategies, Credit, Strategic Financial..., Wealth
Education
The University of British Columbia 1969 — 1974
B Com, Finance & Transportation
Shailesh Godse's Credential Financial Inc Experience December 2011 - Present
Job Regional VicePresident, Eastern Canada at Credential Financial Inc
Industry Financial Services
Experience
Credential Financial Inc December 2011 - Present
Prosperity ONE Credit Union October 2012 - March 2014
Credential November 2005 - December 2011
AIC Limited December 2003 - November 2005
Portland Investment Counsel Inc. 2003 - 2005
Investors Group Financial Services Inc. 1993 - 2000
Assante Wealth Management 1994 - 1997
Assante Wealth Management 1994 - 1997
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Management, Insurance, Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Asset Managment, Financial Planners, Investment Advisory, Securities, Certified Financial..., Credit, Business Development, Strategic Financial..., Employee Benefits, Retail Banking, Financial Advisory, Financial Services, Portfolio Management, Investment Strategies
Education
University of Manitoba 1988 — 1993
B. Comm (Hons), Finance/Marketing
Credential Financial Inc December 2011 - Present
Prosperity ONE Credit Union October 2012 - March 2014
Credential November 2005 - December 2011
AIC Limited December 2003 - November 2005
Portland Investment Counsel Inc. 2003 - 2005
Investors Group Financial Services Inc. 1993 - 2000
Assante Wealth Management 1994 - 1997
Assante Wealth Management 1994 - 1997
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Management, Insurance, Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Asset Managment, Financial Planners, Investment Advisory, Securities, Certified Financial..., Credit, Business Development, Strategic Financial..., Employee Benefits, Retail Banking, Financial Advisory, Financial Services, Portfolio Management, Investment Strategies
Education
University of Manitoba 1988 — 1993
B. Comm (Hons), Finance/Marketing