Gluskin Sheff + Associates
Industry: Investment management company
DescriptionGluskin Sheff + Associates Inc. is a Canadian independent wealth management firm that manages investment portfolios for investors, including entrepreneurs, professionals, family trusts, private charitable foundations and estates. The company was founded in 1984 by Ira Gluskin and Gerald Sheff. Founded: 1984 Headquarters: Toronto, Canada Number of employees: 125 Founders: Gerald Sheff, Ira Gluskin
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Gluskin Sheff + Associates Employees
Employee
Years
Job
Industry
Ian Fung Ian Fung's Gluskin Sheff + Associates Experience July 2011 - August 2012
Job Analyst at Davis Rea
Industry Investment Management
Experience
Davis Rea November 2014 - Present
Davis Rea February 2014 - November 2014
Gluskin Sheff + Associates Inc. August 2012 - February 2014
Gluskin Sheff + Associates July 2011 - August 2012
BMO 2008 - 2010
Skills
Capital Markets, Equity Research, Equities, Trading, Fixed Income, Hedge Funds, Financial Modeling, Mutual Funds, Valuation, Bloomberg, Financial Analysis, Investments, Microsoft Office, Portfolio Management, Asset Management, Finance, Financial Services, Corporate Finance, Risk Management, Business Analysis, Leadership, Analysis
Education
Queen's University 2007 — 2011
BAH, Economics
North Toronto Collegiate Institute 2003 — 2007
Davis Rea November 2014 - Present
Davis Rea February 2014 - November 2014
Gluskin Sheff + Associates Inc. August 2012 - February 2014
Gluskin Sheff + Associates July 2011 - August 2012
BMO 2008 - 2010
Skills
Capital Markets, Equity Research, Equities, Trading, Fixed Income, Hedge Funds, Financial Modeling, Mutual Funds, Valuation, Bloomberg, Financial Analysis, Investments, Microsoft Office, Portfolio Management, Asset Management, Finance, Financial Services, Corporate Finance, Risk Management, Business Analysis, Leadership, Analysis
Education
Queen's University 2007 — 2011
BAH, Economics
North Toronto Collegiate Institute 2003 — 2007
Wilf Gobert Wilf Gobert's Gluskin Sheff + Associates Experience May 2006 - Present
Job CoChair, MAKE History Capital Campaign at Fort Calgary
Industry Financial Services
Experience
Fort Calgary December 2006 - Present
Canadian Natural Resources Limited November 2010 - Present
Trilogy Energy Corp. November 2006 - Present
Gluskin Sheff + Associates May 2006 - Present
Automated Rig Technologies Ltd. March 2011 - Present
Empowering Minds May 2013 - Present
The Fraser Institute June 2006 - Present
CFA Society Calgary August 1979 - Present
Mapan Energy Ltd. August 2014 - August 2015
Manitok Energy Inc. March 2007 - June 2015
Skills
Investments, Strategic Planning, Business Strategy, Negotiation, Start-ups, New Business Development, Customer Service, Marketing Strategy, Marketing Communications, Public Speaking, Media Relations, Creative Direction, Microsoft Office, PowerPoint, Change Management, Analysis, Budgets, Corporate Finance, Government, Energy, Finance, Leadership, Due Diligence, Contract Negotiation, Project Management, Project Planning, Market Research, Entrepreneurship, Business Planning, Corporate Governance, Business Development, Strategy, Mergers & Acquisitions, Team Leadership, Risk Management, Program Management, Real Estate, Research, Financial Analysis
Education
CFA Institute, Charlottesville, Virginia 1976 — 1978
CFA designaion
McMaster University 1972 — 1976
Master of Business Administration (MBA), Finance, General
University of Windsor 1966 — 1971
Bachelor of Science (BSc), Mathematics and Computer Science
Fort Calgary December 2006 - Present
Canadian Natural Resources Limited November 2010 - Present
Trilogy Energy Corp. November 2006 - Present
Gluskin Sheff + Associates May 2006 - Present
Automated Rig Technologies Ltd. March 2011 - Present
Empowering Minds May 2013 - Present
The Fraser Institute June 2006 - Present
CFA Society Calgary August 1979 - Present
Mapan Energy Ltd. August 2014 - August 2015
Manitok Energy Inc. March 2007 - June 2015
Skills
Investments, Strategic Planning, Business Strategy, Negotiation, Start-ups, New Business Development, Customer Service, Marketing Strategy, Marketing Communications, Public Speaking, Media Relations, Creative Direction, Microsoft Office, PowerPoint, Change Management, Analysis, Budgets, Corporate Finance, Government, Energy, Finance, Leadership, Due Diligence, Contract Negotiation, Project Management, Project Planning, Market Research, Entrepreneurship, Business Planning, Corporate Governance, Business Development, Strategy, Mergers & Acquisitions, Team Leadership, Risk Management, Program Management, Real Estate, Research, Financial Analysis
Education
CFA Institute, Charlottesville, Virginia 1976 — 1978
CFA designaion
McMaster University 1972 — 1976
Master of Business Administration (MBA), Finance, General
University of Windsor 1966 — 1971
Bachelor of Science (BSc), Mathematics and Computer Science
Artemis Zarnegar Artemis Zarnegar's Gluskin Sheff + Associates Experience May 2010 - Present
Job Application Developer at Gluskin Sheff + Associates
Industry Industrial Automation
Experience
Gluskin Sheff + Associates May 2010 - Present
Skills
Microsoft SQL Server, XML, ASP.NET, C#, IT Management, T-SQL, .NET, SQL, PL/SQL, OOP, Oracle, Web Services, Design Patterns, VB.NET, Databases, Crystal Reports, ERP, SOAP, Access, WCF, ASP, Agile Methodologies, ETL, Software Development, MVC, VBScript, Visual Basic, SOA, Web Applications, SSIS, Data Warehousing, VSS, Database Design, LINQ, SDLC, Data Modeling, ASP.NET MVC, XSLT, Business Intelligence, IIS, SSRS, Visio, Visual Studio, MS Project, JavaScript, UML, Stored Procedures, VBA, ADO.NET, Business Analysis
Education
The University of Manchester 1996 — 2000
Bachelor, Computer Science
Gluskin Sheff + Associates May 2010 - Present
Skills
Microsoft SQL Server, XML, ASP.NET, C#, IT Management, T-SQL, .NET, SQL, PL/SQL, OOP, Oracle, Web Services, Design Patterns, VB.NET, Databases, Crystal Reports, ERP, SOAP, Access, WCF, ASP, Agile Methodologies, ETL, Software Development, MVC, VBScript, Visual Basic, SOA, Web Applications, SSIS, Data Warehousing, VSS, Database Design, LINQ, SDLC, Data Modeling, ASP.NET MVC, XSLT, Business Intelligence, IIS, SSRS, Visio, Visual Studio, MS Project, JavaScript, UML, Stored Procedures, VBA, ADO.NET, Business Analysis
Education
The University of Manchester 1996 — 2000
Bachelor, Computer Science
Corey Goldman Corey Goldman's Gluskin Sheff + Associates Experience July 2011 - March 2012
Job Founder, CEO, Goldman Communications
Industry Public Relations and Communications
Experience
Goldman Communications LP April 2012 - Present
National Post, Inc. March 2013 - Present
Gluskin Sheff + Associates July 2011 - March 2012
Fleishman-Hillard January 2011 - June 2011
Alternative Investment Management Association - Canada Ltd. March 2009 - January 2011
HFMWeek December 2006 - October 2008
MARHedge July 2004 - November 2006
Infovest21 LLC January 2002 - March 2004
ABC News March 2001 - November 2001
CNN September 1999 - January 2001
Skills
Media Relations, Public Relations, Strategic Communications, Marketing Communications, Corporate Communications, Investor Relations, Crisis Communications, Strategic Planning, Hedge Funds, Alternative Investments, Research, Business Journalism, Editing, News Writing, Conference Development, Marketing, Marketing Strategy, Advertising, Asset Managment, Mutual Funds, Corporate Branding, Social Media, Journalism, Editorial, Investments, Publications, Speech Writing
Education
Carleton University 1994 — 1996
MJ, Master's Journalism & Communications
York University 1989 — 1993
HBA, History
Goldman Communications LP April 2012 - Present
National Post, Inc. March 2013 - Present
Gluskin Sheff + Associates July 2011 - March 2012
Fleishman-Hillard January 2011 - June 2011
Alternative Investment Management Association - Canada Ltd. March 2009 - January 2011
HFMWeek December 2006 - October 2008
MARHedge July 2004 - November 2006
Infovest21 LLC January 2002 - March 2004
ABC News March 2001 - November 2001
CNN September 1999 - January 2001
Skills
Media Relations, Public Relations, Strategic Communications, Marketing Communications, Corporate Communications, Investor Relations, Crisis Communications, Strategic Planning, Hedge Funds, Alternative Investments, Research, Business Journalism, Editing, News Writing, Conference Development, Marketing, Marketing Strategy, Advertising, Asset Managment, Mutual Funds, Corporate Branding, Social Media, Journalism, Editorial, Investments, Publications, Speech Writing
Education
Carleton University 1994 — 1996
MJ, Master's Journalism & Communications
York University 1989 — 1993
HBA, History
Wendy Brodkin CPA,CA, CFA, ICD.D Wendy Brodkin CPA,CA, CFA, ICD.D's Gluskin Sheff + Associates Experience May 1999 - May 2000
Job Managing Director
Industry Investment Management
Experience
AllianceBernstein May 2011 - Present
T. Rowe Price (Canada), Inc February 2007 - May 2011
Board Positions January 2000 - September 2010
TOWERS WATSON (formerly WATSON WYATT WORLDWIDE)2005-2006 September 2005 - October 2006
GOODMAN INSTITUTIONAL INVESTMENTS INC August 2000 - August 2005
Gluskin Sheff + Associates May 1999 - May 2000
TOWERS WATSON (formerly TOWERS PERRIN) July 1989 - May 1999
VIA RAIL January 1986 - January 1989
THORNE RIDDELL January 1982 - January 1986
Education
University of Toronto - Rotman School of Management 2010 — 2011
Directors Education Program
McGill University
Graduate Diploma, Public Accountancy
University of Toronto
Bachelor of Science
York University
Master, Business Administration
AllianceBernstein May 2011 - Present
T. Rowe Price (Canada), Inc February 2007 - May 2011
Board Positions January 2000 - September 2010
TOWERS WATSON (formerly WATSON WYATT WORLDWIDE)2005-2006 September 2005 - October 2006
GOODMAN INSTITUTIONAL INVESTMENTS INC August 2000 - August 2005
Gluskin Sheff + Associates May 1999 - May 2000
TOWERS WATSON (formerly TOWERS PERRIN) July 1989 - May 1999
VIA RAIL January 1986 - January 1989
THORNE RIDDELL January 1982 - January 1986
Education
University of Toronto - Rotman School of Management 2010 — 2011
Directors Education Program
McGill University
Graduate Diploma, Public Accountancy
University of Toronto
Bachelor of Science
York University
Master, Business Administration
Karen Lee Boulton Karen Lee Boulton's Gluskin Sheff + Associates Experience February 2006 - September 2006
Job Senior Manager Behavioural Supports Ontario Program at Central East Community Care Access Centre
Industry Management Consulting
Experience
Central East Community Care Access Centre May 2012 - Present
Chrysalis Consulting September 1996 - Present
Central East Local Health Integration Network January 2012 - May 2012
Rogers Communications October 2009 - June 2010
TD Bank Group July 2008 - December 2008
Heaman Communication Services July 2007 - October 2007
Gluskin Sheff + Associates February 2006 - September 2006
Bell Canada May 1993 - August 1996
Bell Canada 1987 - 1993
Bell Communications Systems Inc. 1981 - 1987
Skills
SDLC, Business Process..., Call Center, Process Improvement, MS Project, Leadership, Strategic Planning, Change Management, Program Management, Customer Service, Contact Centers, Stakeholder Management, Business Process, Project Management, Team Leadership, Team Building, Call Centers, Consulting, Coaching, Training
Education
Humber College
Telecommunications Management Diploma
Central East Community Care Access Centre May 2012 - Present
Chrysalis Consulting September 1996 - Present
Central East Local Health Integration Network January 2012 - May 2012
Rogers Communications October 2009 - June 2010
TD Bank Group July 2008 - December 2008
Heaman Communication Services July 2007 - October 2007
Gluskin Sheff + Associates February 2006 - September 2006
Bell Canada May 1993 - August 1996
Bell Canada 1987 - 1993
Bell Communications Systems Inc. 1981 - 1987
Skills
SDLC, Business Process..., Call Center, Process Improvement, MS Project, Leadership, Strategic Planning, Change Management, Program Management, Customer Service, Contact Centers, Stakeholder Management, Business Process, Project Management, Team Leadership, Team Building, Call Centers, Consulting, Coaching, Training
Education
Humber College
Telecommunications Management Diploma
Norina Ulici Norina Ulici's Gluskin Sheff + Associates Experience September 2003 - September 2005
Job Manager Performance Analytics at State Street Corporation
Industry Financial Services
Experience
State Street Corporation 2014 - Present
CACEIS Canada Limited April 2010 - Present
State Street Corporation 2013 - 2014
CACEIS Canada Limited October 2007 - March 2010
Harmonic Fund Services January 2006 - October 2007
Gluskin Sheff + Associates September 2003 - September 2005
UBS Global Asset Management 2005 - 2005
Manulife Financial June 2001 - August 2003
AGF Management Ltd., Toronto July 2000 - June 2001
Investors Group, Winnipeg October 1998 - June 2000
Skills
Portfolio Management, Valuation, Finance, Financial Reporting, Auditing, Hedge Funds, Accounting, Fund Accounting, Internal Controls, Fund Administration, Bloomberg, Equities, Cash Management, Investments, Private Equity, Account Reconciliation, Mutual Funds, Financial Accounting
Education
Certified General Accountant 1997 — 2004
Level IV, Accounting
Canadian Securities Institute 2002 — 2003
Certificate, Finance
Canadian Securities Institute 2001 — 2002
Diploma, Finance
The Investment Funds Institute of Canada 2000 — 2001
Certificate, Mutual Funds Operations
"Babes-Bolyai" University Cluj-Napoca 1980 — 1987
Masters Degree, Accounting and Finance
"Babes-Bolyai" University Cluj-Napoca 1981 — 1985
Undergraduate Studies, Accounting and Finance
State Street Corporation 2014 - Present
CACEIS Canada Limited April 2010 - Present
State Street Corporation 2013 - 2014
CACEIS Canada Limited October 2007 - March 2010
Harmonic Fund Services January 2006 - October 2007
Gluskin Sheff + Associates September 2003 - September 2005
UBS Global Asset Management 2005 - 2005
Manulife Financial June 2001 - August 2003
AGF Management Ltd., Toronto July 2000 - June 2001
Investors Group, Winnipeg October 1998 - June 2000
Skills
Portfolio Management, Valuation, Finance, Financial Reporting, Auditing, Hedge Funds, Accounting, Fund Accounting, Internal Controls, Fund Administration, Bloomberg, Equities, Cash Management, Investments, Private Equity, Account Reconciliation, Mutual Funds, Financial Accounting
Education
Certified General Accountant 1997 — 2004
Level IV, Accounting
Canadian Securities Institute 2002 — 2003
Certificate, Finance
Canadian Securities Institute 2001 — 2002
Diploma, Finance
The Investment Funds Institute of Canada 2000 — 2001
Certificate, Mutual Funds Operations
"Babes-Bolyai" University Cluj-Napoca 1980 — 1987
Masters Degree, Accounting and Finance
"Babes-Bolyai" University Cluj-Napoca 1981 — 1985
Undergraduate Studies, Accounting and Finance
James Meadows James Meadows's Gluskin Sheff + Associates Experience May 2009 - April 2010
Job Head of Operations at Manitou Investment Management Ltd.
Industry Investment Management
Experience
Manitou Investment Management Ltd. January 2015 - Present
AGF Investment Inc. July 2013 - January 2015
AGF Investments Inc. April 2010 - July 2013
AGF Investments Inc. April 2010 - May 2011
Gluskin Sheff + Associates May 2009 - April 2010
Burgundy Asset Management May 2002 - March 2009
Ernst & Young September 1996 - May 2002
Skills
Investment Management, Fixed Income, Asset Managment, High Net Worth..., Equity Valuation, Vendor Management, GIPS Compliance, Equity Trading, Leadership, Investment Valuation, Investment Governance, Qualified Chartered..., Mutual Funds, Asset Management, Equities, Governance, Investments, Securities, Risk Management, Financial Risk, Corporate Finance, Hedge Funds, Trading, Finance, Portfolio Management, Alternative Investments, Valuation, Asset Allocation, Relationship Management, Bloomberg, Investment Strategies, Financial Services, Wealth Management, Capital Markets, Bonds, Investment Advisory, Financial Markets, Fund Accounting
Education
Ivey Business School at Western University 1992 — 1996
HBA, Business Administration
Canadian Institute of Chartered Accountants 1997 — 1999
Chartered Accountant
Columbia University - Columbia Business School 2007 — 2007
Leadership
Manitou Investment Management Ltd. January 2015 - Present
AGF Investment Inc. July 2013 - January 2015
AGF Investments Inc. April 2010 - July 2013
AGF Investments Inc. April 2010 - May 2011
Gluskin Sheff + Associates May 2009 - April 2010
Burgundy Asset Management May 2002 - March 2009
Ernst & Young September 1996 - May 2002
Skills
Investment Management, Fixed Income, Asset Managment, High Net Worth..., Equity Valuation, Vendor Management, GIPS Compliance, Equity Trading, Leadership, Investment Valuation, Investment Governance, Qualified Chartered..., Mutual Funds, Asset Management, Equities, Governance, Investments, Securities, Risk Management, Financial Risk, Corporate Finance, Hedge Funds, Trading, Finance, Portfolio Management, Alternative Investments, Valuation, Asset Allocation, Relationship Management, Bloomberg, Investment Strategies, Financial Services, Wealth Management, Capital Markets, Bonds, Investment Advisory, Financial Markets, Fund Accounting
Education
Ivey Business School at Western University 1992 — 1996
HBA, Business Administration
Canadian Institute of Chartered Accountants 1997 — 1999
Chartered Accountant
Columbia University - Columbia Business School 2007 — 2007
Leadership
William Kwan William Kwan's Gluskin Sheff + Associates Experience May 2011 - September 2011
Job Financial Advisor
Industry Financial Services
Experience
CIBC August 2015 - Present
CIBC Wealth Management November 2012 - Present
Gluskin Sheff + Associates May 2011 - September 2011
Scotiabank November 2010 - May 2011
Dundee Securities November 2006 - November 2010
University of Toronto August 2005 - May 2006
Gowling Lafleur Henderson LLP June 2005 - September 2005
University of Toronto July 2004 - December 2004
University of Toronto May 2004 - December 2004
Skills
Asset Management, Investments, Capital Markets, Mutual Funds, Financial Modeling, Wealth Management, Portfolio Management, Fixed Income, Securities, Equities
Education
Ryerson University 2002 — 2006
B. Comm, Finance and Marketing
CIBC August 2015 - Present
CIBC Wealth Management November 2012 - Present
Gluskin Sheff + Associates May 2011 - September 2011
Scotiabank November 2010 - May 2011
Dundee Securities November 2006 - November 2010
University of Toronto August 2005 - May 2006
Gowling Lafleur Henderson LLP June 2005 - September 2005
University of Toronto July 2004 - December 2004
University of Toronto May 2004 - December 2004
Skills
Asset Management, Investments, Capital Markets, Mutual Funds, Financial Modeling, Wealth Management, Portfolio Management, Fixed Income, Securities, Equities
Education
Ryerson University 2002 — 2006
B. Comm, Finance and Marketing
Sally Foote Sally Foote's Gluskin Sheff + Associates Experience June 2010 - November 2011
Job
Industry Financial Services
Experience
Gluskin Sheff + Associates June 2010 - November 2011
InViVo Communications Inc July 2008 - May 2010
Women of Influence Inc April 2009 - July 2009
Richardson Partners Financial May 2004 - June 2008
CIBC Securities, Managed Investment Products April 2002 - April 2004
Matchstick Inc January 2003 - December 2003
Creative Force Network Ltd June 2001 - April 2002
Skills
Marketing, Marketing Strategy, Strategic Planning, Leadership, Program Management
Education
Humber College 2000 — 2001
Ontario Graduate Certificate
Western University 1995 — 1999
Bachelor of Arts
Lycée Canadien en France 1994 — 1995
OSSD
Leaside High School 1990 — 1995
OSSD
Gluskin Sheff + Associates June 2010 - November 2011
InViVo Communications Inc July 2008 - May 2010
Women of Influence Inc April 2009 - July 2009
Richardson Partners Financial May 2004 - June 2008
CIBC Securities, Managed Investment Products April 2002 - April 2004
Matchstick Inc January 2003 - December 2003
Creative Force Network Ltd June 2001 - April 2002
Skills
Marketing, Marketing Strategy, Strategic Planning, Leadership, Program Management
Education
Humber College 2000 — 2001
Ontario Graduate Certificate
Western University 1995 — 1999
Bachelor of Arts
Lycée Canadien en France 1994 — 1995
OSSD
Leaside High School 1990 — 1995
OSSD
Trish Eleftheriadis's Gluskin Sheff + Associates Experience 1998 - 2005
Job Executive Assistant, Events Specialist at Campana Systems, GoldCare
Industry Computer Software
Experience
Campana Systems Inc April 2007 - Present
GoldCare April 2007 - Present
Collins Barrow 2005 - 2007
Gluskin Sheff + Associates 1998 - 2005
Neighbourhood Protection Services 1996 - 1998
Smart Talk Network 1993 - 1995
Skills
Event Planning, Event Management, Meeting Planning, Corporate Events, Trade Shows, Sponsorship, Hospitality, Corporate Communications, Customer Service, Sales, Social Media, Tourism, Social Media Marketing, Training, Marketing Communications, Public Relations, Marketing, Management
Education
Seneca College of Applied Arts and Technology 1989 — 1992
International Business Diploma, International Business
Campana Systems Inc April 2007 - Present
GoldCare April 2007 - Present
Collins Barrow 2005 - 2007
Gluskin Sheff + Associates 1998 - 2005
Neighbourhood Protection Services 1996 - 1998
Smart Talk Network 1993 - 1995
Skills
Event Planning, Event Management, Meeting Planning, Corporate Events, Trade Shows, Sponsorship, Hospitality, Corporate Communications, Customer Service, Sales, Social Media, Tourism, Social Media Marketing, Training, Marketing Communications, Public Relations, Marketing, Management
Education
Seneca College of Applied Arts and Technology 1989 — 1992
International Business Diploma, International Business
Srinivas Rao Anamangandla's Gluskin Sheff + Associates Experience February 2011 - July 2011
Job BI/SQL/DW Developer(SSAS,SSRS,SSIS) at Centage Corporation BIMetrix
Industry Information Technology and Services
Experience
Centage November 2013 - Present
BMO Investments Inc. May 2013 - September 2013
TELUS September 2012 - March 2013
IBM Canada Ltd(Heinz Canada). March 2012 - September 2012
Public Mobile June 2011 - April 2012
Gluskin Sheff + Associates February 2011 - July 2011
TD Canada Trust October 2009 - December 2010
CIBC January 2009 - September 2009
YRDSB(York Region District School Board) September 2008 - December 2008
CIBC May 2008 - August 2008
Skills
Business Intelligence, Data Warehousing, SSIS, SSRS, Crystal Reports, Microsoft SQL Server, Cognos, PL/SQL, SharePoint, SDLC, Business Analysis, Analysis Services, Requirements Gathering, Databases, Oracle, Business Objects, Data Modeling, ETL, DB2, Data Migration, Data Integration, Database Design, Erwin, T-SQL, SQL, Business Intelligence..., Software Project..., Integration, Dimensional Modeling, Data Marts, Enterprise Architecture, Visio, Cognos ReportNet, Business Requirements, Systems Analysis, OLAP, Informatica, Performance Tuning, SQL Tuning, Dashboard, Requirements Analysis
Education
Osmania University 1990 — 1994
Model High School
Centage November 2013 - Present
BMO Investments Inc. May 2013 - September 2013
TELUS September 2012 - March 2013
IBM Canada Ltd(Heinz Canada). March 2012 - September 2012
Public Mobile June 2011 - April 2012
Gluskin Sheff + Associates February 2011 - July 2011
TD Canada Trust October 2009 - December 2010
CIBC January 2009 - September 2009
YRDSB(York Region District School Board) September 2008 - December 2008
CIBC May 2008 - August 2008
Skills
Business Intelligence, Data Warehousing, SSIS, SSRS, Crystal Reports, Microsoft SQL Server, Cognos, PL/SQL, SharePoint, SDLC, Business Analysis, Analysis Services, Requirements Gathering, Databases, Oracle, Business Objects, Data Modeling, ETL, DB2, Data Migration, Data Integration, Database Design, Erwin, T-SQL, SQL, Business Intelligence..., Software Project..., Integration, Dimensional Modeling, Data Marts, Enterprise Architecture, Visio, Cognos ReportNet, Business Requirements, Systems Analysis, OLAP, Informatica, Performance Tuning, SQL Tuning, Dashboard, Requirements Analysis
Education
Osmania University 1990 — 1994
Model High School
Dharshika Watson's Gluskin Sheff + Associates Experience May 2009 - September 2010
Job
Industry Nonprofit Organization Management
Experience
United Way Toronto & York Region September 2010 - September 2014
Gluskin Sheff + Associates May 2009 - September 2010
Gluskin Sheff + Associates October 2007 - April 2009
S.A. Armstrong Limited September 2006 - September 2007
Skills
Financial Analysis, Training, Process Improvement, Change Management, Microsoft Excel, Strategic Planning, Project Management, Business Analysis, Portfolio Management, Research, Analysis, Risk Management, PowerPoint, Data Analysis, Marketing, Microsoft Word, Access, Volunteer Management, Policy, Microsoft Office, Management, Software Documentation, Human Resources, Leadership, Administration, Customer Service, CRM, Accounting, Fundraising, Nonprofits
Education
Redeemer University College 2001 — 2005
Bachelor of Arts, Psychology & Business
United Way Toronto & York Region September 2010 - September 2014
Gluskin Sheff + Associates May 2009 - September 2010
Gluskin Sheff + Associates October 2007 - April 2009
S.A. Armstrong Limited September 2006 - September 2007
Skills
Financial Analysis, Training, Process Improvement, Change Management, Microsoft Excel, Strategic Planning, Project Management, Business Analysis, Portfolio Management, Research, Analysis, Risk Management, PowerPoint, Data Analysis, Marketing, Microsoft Word, Access, Volunteer Management, Policy, Microsoft Office, Management, Software Documentation, Human Resources, Leadership, Administration, Customer Service, CRM, Accounting, Fundraising, Nonprofits
Education
Redeemer University College 2001 — 2005
Bachelor of Arts, Psychology & Business
Sasa Grujic's Gluskin Sheff + Associates Experience September 2008 - December 2010
Job Solution / Data Architect at TD
Industry Government Administration
Experience
TD July 2015 - Present
BMO Financial Group January 2015 - July 2015
TD April 2012 - December 2014
Canadian Securities Administrators September 2011 - February 2012
Ministry of Transportation March 2011 - September 2011
Gluskin Sheff + Associates September 2008 - December 2010
Ontario Government 2007 - 2008
Ministry of Government Services June 2007 - August 2007
CIBC January 2007 - June 2007
Ministry of the Attorney General August 2006 - January 2007
Skills
Business Architecture, Data Warehousing, Data Modeling, Business Intelligence, Erwin, Enterprise Architecture, ETL, Requirements Analysis, SharePoint, Data Architecture, Microsoft SQL Server, DB2, Business Analysis, Data Migration, Master Data Management, Data Governance, Software Project..., SDLC
Education
University of Belgrade
B.Sc., Electrical engineering
TD July 2015 - Present
BMO Financial Group January 2015 - July 2015
TD April 2012 - December 2014
Canadian Securities Administrators September 2011 - February 2012
Ministry of Transportation March 2011 - September 2011
Gluskin Sheff + Associates September 2008 - December 2010
Ontario Government 2007 - 2008
Ministry of Government Services June 2007 - August 2007
CIBC January 2007 - June 2007
Ministry of the Attorney General August 2006 - January 2007
Skills
Business Architecture, Data Warehousing, Data Modeling, Business Intelligence, Erwin, Enterprise Architecture, ETL, Requirements Analysis, SharePoint, Data Architecture, Microsoft SQL Server, DB2, Business Analysis, Data Migration, Master Data Management, Data Governance, Software Project..., SDLC
Education
University of Belgrade
B.Sc., Electrical engineering
Dax Philbert, LLM's Gluskin Sheff + Associates Experience November 2009 - November 2011
Job Governance, Risk & Compliance Regulatory Change
Industry Financial Services
Experience
iComply Consulting Inc. November 2002 - Present
Société Générale March 2015 - Present
Deutsche Bank May 2013 - January 2015
BMO Capital Markets April 2012 - January 2013
TD Securities - Trading Risk Strategies - Strategic Initiatives January 2012 - April 2012
Gluskin Sheff + Associates November 2009 - November 2011
Open Text Corporation July 2007 - 2008
CIBC August 2004 - November 2006
Open Access Limited 2003 - 2004
The Canada Life Assurance Company 2003 - 2003
Skills
Dodd-Frank, Volcker..., Risk Management, Financial Risk, Business Analysis, Derivatives, Policy Writing, Procedural Documentation, Compliance, Compliance..., International..., Project Management, System Design, Commercial Mortgages, Residential Mortgages, Product Design, Hedge Funds, Global Investment..., ETFs, International Law, Mutual Funds, Project Portfolio..., Fixed Income, Securities, AML, Operational Risk, Trading, Corporate Governance, Anti Money Laundering, Capital Markets, Financial Services
Education
University of Liverpool 2010 — 2012
LLM, Masters of Law in International Finance & Banking
GARP 2009 — 2009
International Certificate Banking Risk and Regulations, Risk Management
University of Toronto at Scarborough 1993 — 1995
Social Science
Carleton University 1992 — 1993
Social Science
iComply Consulting Inc. November 2002 - Present
Société Générale March 2015 - Present
Deutsche Bank May 2013 - January 2015
BMO Capital Markets April 2012 - January 2013
TD Securities - Trading Risk Strategies - Strategic Initiatives January 2012 - April 2012
Gluskin Sheff + Associates November 2009 - November 2011
Open Text Corporation July 2007 - 2008
CIBC August 2004 - November 2006
Open Access Limited 2003 - 2004
The Canada Life Assurance Company 2003 - 2003
Skills
Dodd-Frank, Volcker..., Risk Management, Financial Risk, Business Analysis, Derivatives, Policy Writing, Procedural Documentation, Compliance, Compliance..., International..., Project Management, System Design, Commercial Mortgages, Residential Mortgages, Product Design, Hedge Funds, Global Investment..., ETFs, International Law, Mutual Funds, Project Portfolio..., Fixed Income, Securities, AML, Operational Risk, Trading, Corporate Governance, Anti Money Laundering, Capital Markets, Financial Services
Education
University of Liverpool 2010 — 2012
LLM, Masters of Law in International Finance & Banking
GARP 2009 — 2009
International Certificate Banking Risk and Regulations, Risk Management
University of Toronto at Scarborough 1993 — 1995
Social Science
Carleton University 1992 — 1993
Social Science
Alan Schwartz Q.C.'s Gluskin Sheff + Associates Experience 1990 - 2000
Job Owner, Lonsdale Holdings
Industry Executive Office
Experience
Lonsdale Holdings April 2004 - Present
Yorkton Holdings 2000 - 2004
Gluskin Sheff & Associates 1990 - 2000
Fogler Rubinoff LLP 1973 - 1989
Skills
Mergers, Corporate Governance, Venture Capital, Arbitration, Start-ups, Restructuring, Class Actions, Political Campaigns, Fundraising, Public Speaking, Non-profits, Governance, Strategy, Nonprofits, Mergers & Acquisitions, Entrepreneurship, Joint Ventures, Corporate Development, Executive Management, Business Strategy, Due Diligence, Private Equity, Business Planning, Small Business, Management Consulting, Contract Negotiation, Strategic Partnerships, Strategic Planning, Management, Leadership
Education
McGill University 1968 — 1971
BCL & LL.B, LAW
Concordia University 1964 — 1968
B.A.
Lonsdale Holdings April 2004 - Present
Yorkton Holdings 2000 - 2004
Gluskin Sheff & Associates 1990 - 2000
Fogler Rubinoff LLP 1973 - 1989
Skills
Mergers, Corporate Governance, Venture Capital, Arbitration, Start-ups, Restructuring, Class Actions, Political Campaigns, Fundraising, Public Speaking, Non-profits, Governance, Strategy, Nonprofits, Mergers & Acquisitions, Entrepreneurship, Joint Ventures, Corporate Development, Executive Management, Business Strategy, Due Diligence, Private Equity, Business Planning, Small Business, Management Consulting, Contract Negotiation, Strategic Partnerships, Strategic Planning, Management, Leadership
Education
McGill University 1968 — 1971
BCL & LL.B, LAW
Concordia University 1964 — 1968
B.A.
David Vankka's Gluskin Sheff + Associates Experience October 2009 - April 2011
Job Managing Director, Energy Investment Banking at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity November 2012 - Present
Dundee Securites Ltd. May 2011 - July 2012
Gluskin Sheff + Associates October 2009 - April 2011
Tristone Capital September 2002 - November 2009
Peters & Co. 1996 - 2002
Deloitte & Touche 1992 - 1996
Skills
Capital Markets
Education
University of Calgary 1988 — 1992
BComm, Accounting/Finance
Canaccord Genuity November 2012 - Present
Dundee Securites Ltd. May 2011 - July 2012
Gluskin Sheff + Associates October 2009 - April 2011
Tristone Capital September 2002 - November 2009
Peters & Co. 1996 - 2002
Deloitte & Touche 1992 - 1996
Skills
Capital Markets
Education
University of Calgary 1988 — 1992
BComm, Accounting/Finance
Cory Tanaka, CFA's Gluskin Sheff + Associates Experience August 2005 - December 2005
Job Consultant at The Boston Consulting Group
Industry Capital Markets
Experience
The Boston Consulting Group July 2014 - Present
MCAN Mortgage Corporation February 2013 - March 2013
RBC January 2007 - April 2011
Gluskin Sheff + Associates August 2005 - December 2005
Cadbury Adams 2005 - 2005
Skills
Mergers & Acquisitions, Strategy, Due Diligence, Financial Analysis, Corporate Development, Finance, Equity Research, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Analysis, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2013 — 2014
Master of Business Administration (MBA)
Wilfrid Laurier University 2002 — 2006
BA, Economics
The Boston Consulting Group July 2014 - Present
MCAN Mortgage Corporation February 2013 - March 2013
RBC January 2007 - April 2011
Gluskin Sheff + Associates August 2005 - December 2005
Cadbury Adams 2005 - 2005
Skills
Mergers & Acquisitions, Strategy, Due Diligence, Financial Analysis, Corporate Development, Finance, Equity Research, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Analysis, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2013 — 2014
Master of Business Administration (MBA)
Wilfrid Laurier University 2002 — 2006
BA, Economics
James Simmonds's Gluskin Sheff + Associates Experience January 2007 - March 2012
Job Chief Compliance Officer
Industry Financial Services
Experience
TD Bank Financial Group December 2012 - Present
JSimmonds Consulting Group March 2012 - December 2012
Gluskin Sheff + Associates January 2007 - March 2012
UBS Global Asset Management 2000 - 2006
RT Capital/ UBS Global Asset Management 2000 - 2006
ScotiaMcLeod 1987 - 1999
Skills
Asset Managment, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Securities, Equities, Investment Management, Investments, Wealth Management, Portfolio Management, Risk Management, Asset Management, Financial Services, Leadership, Executive Management
Education
ICAO 1978 — 1983
Chartered Accountant, Accounting
University of New Brunswick 1973 — 1977
BBA, Business
TD Bank Financial Group December 2012 - Present
JSimmonds Consulting Group March 2012 - December 2012
Gluskin Sheff + Associates January 2007 - March 2012
UBS Global Asset Management 2000 - 2006
RT Capital/ UBS Global Asset Management 2000 - 2006
ScotiaMcLeod 1987 - 1999
Skills
Asset Managment, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Securities, Equities, Investment Management, Investments, Wealth Management, Portfolio Management, Risk Management, Asset Management, Financial Services, Leadership, Executive Management
Education
ICAO 1978 — 1983
Chartered Accountant, Accounting
University of New Brunswick 1973 — 1977
BBA, Business
Robin Strachan's Gluskin Sheff + Associates Experience 1989 - 1993
Job Director of Sales at Southpaw Technology
Industry Computer Software
Experience
CorporateCloud.TV November 2014 - Present
Southpaw Technology November 2014 - Present
Fred Victor Centre May 2013 - Present
CorporateCloud.TV September 2013 - November 2014
Cedar Ridge Pops Charity 2003 - 2010
Gluskin Sheff + Associates 1989 - 1993
Skills
Project Management, Training, Strategy, Event Management, Leadership, Management, Customer Service, Business Development, Project Planning, Budgets, Research, Analysis, Time Management, Social Media, Editing, Strategic Planning, Social Media Marketing, Entrepreneurship
Education
Ryerson University 2001 — 2005
Bachelor of Commerce (B.Com.), Information Technology
British Columbia Institute of Technology
Financial Accounting, Business Administration, Management and Operations
CorporateCloud.TV November 2014 - Present
Southpaw Technology November 2014 - Present
Fred Victor Centre May 2013 - Present
CorporateCloud.TV September 2013 - November 2014
Cedar Ridge Pops Charity 2003 - 2010
Gluskin Sheff + Associates 1989 - 1993
Skills
Project Management, Training, Strategy, Event Management, Leadership, Management, Customer Service, Business Development, Project Planning, Budgets, Research, Analysis, Time Management, Social Media, Editing, Strategic Planning, Social Media Marketing, Entrepreneurship
Education
Ryerson University 2001 — 2005
Bachelor of Commerce (B.Com.), Information Technology
British Columbia Institute of Technology
Financial Accounting, Business Administration, Management and Operations
Desmond Reynolds's Gluskin Sheff + Associates Experience 1994 - 1998
Job Executive Leader Finance at SCIMarketview
Industry Information Technology and Services
Experience
SCI Marketview September 2010 - Present
DRC 2007 - August 2010
Curomax 2000 - 2007
Financialinx 1998 - 2000
Gluskin Sheff + Associates 1994 - 1998
PricewaterhouseCoopers 1989 - 1994
Skills
Venture Capital, Risk Management, Business Analysis, Financial Services, Business Strategy, E-commerce, SaaS, Integrated Marketing, Entrepreneurship, B2B, Program Management, Start-ups, New Business Development, Strategy, Strategic Planning, Sales
Education
McMaster University 1986 — 1989
Hons B.Comm, Engineering, Business, Finance, Accounting, Mathematics
SCI Marketview September 2010 - Present
DRC 2007 - August 2010
Curomax 2000 - 2007
Financialinx 1998 - 2000
Gluskin Sheff + Associates 1994 - 1998
PricewaterhouseCoopers 1989 - 1994
Skills
Venture Capital, Risk Management, Business Analysis, Financial Services, Business Strategy, E-commerce, SaaS, Integrated Marketing, Entrepreneurship, B2B, Program Management, Start-ups, New Business Development, Strategy, Strategic Planning, Sales
Education
McMaster University 1986 — 1989
Hons B.Comm, Engineering, Business, Finance, Accounting, Mathematics
Moni Williams PMP's Gluskin Sheff + Associates Experience July 2008 - June 2012
Job Business Analyst at CIBC Mellon
Industry Investment Management
Experience
CIBC Mellon June 2014 - Present
CC&D Williams Consulting Inc. January 2013 - Present
RBC January 2013 - Present
Gluskin Sheff + Associates July 2008 - June 2012
Skills
Vendor Management, Business Analysis, Risk Management, Change Management, Project Management, Business Requirements, PMP, Project Planning, Capital Markets, Access, PMO, Business Process, Requirements Gathering
Education
Humber College 2002 — 2006
Certificate, Human Resources Management and Services
Ondo State University 1988 — 1992
B.Sc (Hons), Political Science
CIBC Mellon June 2014 - Present
CC&D Williams Consulting Inc. January 2013 - Present
RBC January 2013 - Present
Gluskin Sheff + Associates July 2008 - June 2012
Skills
Vendor Management, Business Analysis, Risk Management, Change Management, Project Management, Business Requirements, PMP, Project Planning, Capital Markets, Access, PMO, Business Process, Requirements Gathering
Education
Humber College 2002 — 2006
Certificate, Human Resources Management and Services
Ondo State University 1988 — 1992
B.Sc (Hons), Political Science
Ian Marthinsen's Gluskin Sheff + Associates Experience December 2011 - August 2013
Job Financial Professional
Industry Financial Services
Experience
Gluskin Sheff + Associates Inc. September 2013 - August 2015
Gluskin Sheff + Associates December 2011 - August 2013
Leon Frazer & Associates Inc. September 2010 - November 2011
BMO Nesbitt Burns October 2009 - September 2010
Markit Group Ltd. July 2006 - August 2006
Education
University of Guelph 2004 — 2008
Bachelor of Commerce, Marketing
RSGC
Gluskin Sheff + Associates Inc. September 2013 - August 2015
Gluskin Sheff + Associates December 2011 - August 2013
Leon Frazer & Associates Inc. September 2010 - November 2011
BMO Nesbitt Burns October 2009 - September 2010
Markit Group Ltd. July 2006 - August 2006
Education
University of Guelph 2004 — 2008
Bachelor of Commerce, Marketing
RSGC
Valerie Barker's Gluskin Sheff + Associates Experience January 2006 - 2010
Job Experienced Finance/CFO Executive
Industry Investment Management
Experience
Gluskin Sheff + Associates January 2006 - 2010
CIBC 2005 - 2006
Symcor Services Inc. 1997 - 2001
TD Bank 1981 - 1997
TD Bank Financial Group 1981 - 1997
Skills
Risk Management, Financial Analysis, Investor Relations, Financial Modeling, Mergers, Strategy, Asset Managment, Corporate Finance, Internal Audit, Business Planning, Mergers & Acquisitions, Executive Management, Strategic Planning, Management, Investments, Finance, Asset Management, Capital Markets
Education
Institute of Corporate Directors - ICD.D 2013 — 2014
Institute of Corporate Directors - ICD.D
Canadian Institute of Chartered Accts.
CA
McMaster University
B Comm
McMaster University
MBA
Gluskin Sheff + Associates January 2006 - 2010
CIBC 2005 - 2006
Symcor Services Inc. 1997 - 2001
TD Bank 1981 - 1997
TD Bank Financial Group 1981 - 1997
Skills
Risk Management, Financial Analysis, Investor Relations, Financial Modeling, Mergers, Strategy, Asset Managment, Corporate Finance, Internal Audit, Business Planning, Mergers & Acquisitions, Executive Management, Strategic Planning, Management, Investments, Finance, Asset Management, Capital Markets
Education
Institute of Corporate Directors - ICD.D 2013 — 2014
Institute of Corporate Directors - ICD.D
Canadian Institute of Chartered Accts.
CA
McMaster University
B Comm
McMaster University
MBA
Chris Nunes's Gluskin Sheff + Associates Experience April 1996 - Present
Job Project Manager at Gluskin Sheff + Associates
Industry Investment Management
Experience
Gluskin Sheff + Associates April 1996 - Present
TD August 1991 - April 1996
Skills
Business Analysis, Process Improvement, Vendor Management, Strategic Planning, Program Management, Financial Analysis, Business Strategy, Change Management, Project Management, Analysis, Strategy, SDLC, IT Strategy, Leadership, Risk Management
Education
Richard Ivey School of Business 2011 — 2012
Master of Business Administration (MBA)
University of Toronto 1991 — 1996
Bachelor of Arts (B.A.), Hons.
Gluskin Sheff + Associates April 1996 - Present
TD August 1991 - April 1996
Skills
Business Analysis, Process Improvement, Vendor Management, Strategic Planning, Program Management, Financial Analysis, Business Strategy, Change Management, Project Management, Analysis, Strategy, SDLC, IT Strategy, Leadership, Risk Management
Education
Richard Ivey School of Business 2011 — 2012
Master of Business Administration (MBA)
University of Toronto 1991 — 1996
Bachelor of Arts (B.A.), Hons.
Gail Fetting's Gluskin Sheff + Associates Experience May 2010 - Present
Job EA at Gluskin Sheff + Associates
Industry Investment Management
Experience
Gluskin Sheff + Associates May 2010 - Present
Canaccord Genuity Inc. January 2007 - May 2010
Skills
High Net Worth..., Microsoft Office, Travel Arrangements, Customer Service, Fixed Income, Investments
Education
University of Calgary
Gluskin Sheff + Associates May 2010 - Present
Canaccord Genuity Inc. January 2007 - May 2010
Skills
High Net Worth..., Microsoft Office, Travel Arrangements, Customer Service, Fixed Income, Investments
Education
University of Calgary
Altena MacDonald's Gluskin Sheff + Associates Experience January 2005 - Present
Job Executive Assistant at Gluskin Sheff + Associates
Industry Investment Management
Experience
Gluskin Sheff + Associates January 2005 - Present
Mullin Micules November 2004 - December 2004
Midland Group of Companies Inc. February 2001 - July 2003
Skills
Travel Arrangements, Calendars, Diary Management, Administrative..., Outlook, Executive Support, Expense Reports, Executive..., Confidentiality, Executive Level..., Spreadsheets, Expenses, Travel Planning, Administrative...
Education
Nova Scotia Community College 2006 — 2007
Office Administative Assistant
Judique Creignish High School 1990 — 1995
Gluskin Sheff + Associates January 2005 - Present
Mullin Micules November 2004 - December 2004
Midland Group of Companies Inc. February 2001 - July 2003
Skills
Travel Arrangements, Calendars, Diary Management, Administrative..., Outlook, Executive Support, Expense Reports, Executive..., Confidentiality, Executive Level..., Spreadsheets, Expenses, Travel Planning, Administrative...
Education
Nova Scotia Community College 2006 — 2007
Office Administative Assistant
Judique Creignish High School 1990 — 1995
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group