IA Clarington
Description
Address: 2000 McGill College Ave, Montreal, QC H3A 3H3, Canada Province: Québec Phone: +1 514-499-3871: Category: : Website: : Hours: : : Place name: : Website: https://iaclarington.com/ Category: Investment service 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 missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of IA Clarington Posting publicly on the Web Write a review Reviews Be the first to review
IA Clarington List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at IA Clarington. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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IA Clarington Employees
Employee
Years
Job
Industry
Alexandra Boland Alexandra Boland's IA Clarington Experience June 2008 - January 2011
Job Associate Advisor at Caring for Clients, FPSC Level 1™ Certificant in Financial Planning
Industry Financial Services
Experience
Caring for Clients January 2011 - Present
IA Clarington June 2008 - January 2011
Skills
Mutual Funds, Investment Strategies, Wealth Management, Securities, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Equities, Financial Advisory, Asset Management, Portfolio Management, Retirement Planning, Alternative Investments, Retirement, Financial Planning
Education
University of Guelph 2004 — 2008
BCOMM, Finance & Economics
Canadian Securities Institute
Canadian Securities Course
Alliance Francaise de Toronto 2008 — 2009
French Language
Caring for Clients January 2011 - Present
IA Clarington June 2008 - January 2011
Skills
Mutual Funds, Investment Strategies, Wealth Management, Securities, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Equities, Financial Advisory, Asset Management, Portfolio Management, Retirement Planning, Alternative Investments, Retirement, Financial Planning
Education
University of Guelph 2004 — 2008
BCOMM, Finance & Economics
Canadian Securities Institute
Canadian Securities Course
Alliance Francaise de Toronto 2008 — 2009
French Language
Jonathan Needham, CIM Jonathan Needham, CIM's IA Clarington Experience August 2005 - December 2006
Job Sales Executive at Vanguard Investments Canada
Industry Financial Services
Experience
Vanguard Investments Canada November 2011 - Present
Dundee Bank of Canada December 2006 - December 2010
IA Clarington August 2005 - December 2006
Scotia Securities Inc. July 2004 - August 2005
Fidelity Investments March 1999 - October 2003
Skills
Direct Sales, Sales Management, Business Development, Financial Analysis, Asset Managment, Coaching, Team Building, Portfolio Management, Insurance
Education
Sheridan College 1995 — 1998
Human Resources
Vanguard Investments Canada November 2011 - Present
Dundee Bank of Canada December 2006 - December 2010
IA Clarington August 2005 - December 2006
Scotia Securities Inc. July 2004 - August 2005
Fidelity Investments March 1999 - October 2003
Skills
Direct Sales, Sales Management, Business Development, Financial Analysis, Asset Managment, Coaching, Team Building, Portfolio Management, Insurance
Education
Sheridan College 1995 — 1998
Human Resources
Narishma Ramdoyal Narishma Ramdoyal's IA Clarington Experience June 2010 - Present
Job Bilingual Specialist at IA Clarington
Industry Financial Services
Experience
IA Clarington June 2010 - Present
IA Clarington May 2008 - May 2010
UNESCO 2000 - 2001
Skills
Investments, Mutual Funds, Wealth Management, Securities, Investment Strategies, Financial Advisory, Financial Services, Strategic Financial..., Investment Advisory, Asset Managment, Retirement Planning, Finance, Equities, Portfolio Management, Financial Markets, Fixed Income, Relationship Management, Asset Management, Financial Planning
Education
Richmond, The American International University in London 1996 — 2000
BA, Business Adminstration and Management
Dakar Academy 1990 — 1996
Diploma
IA Clarington June 2010 - Present
IA Clarington May 2008 - May 2010
UNESCO 2000 - 2001
Skills
Investments, Mutual Funds, Wealth Management, Securities, Investment Strategies, Financial Advisory, Financial Services, Strategic Financial..., Investment Advisory, Asset Managment, Retirement Planning, Finance, Equities, Portfolio Management, Financial Markets, Fixed Income, Relationship Management, Asset Management, Financial Planning
Education
Richmond, The American International University in London 1996 — 2000
BA, Business Adminstration and Management
Dakar Academy 1990 — 1996
Diploma
Richard Pearson, CFA Richard Pearson, CFA's IA Clarington Experience January 2006 - January 2009
Job Director, Private Wealth Management at IA Clarington
Industry Financial Services
Experience
Private Wealth ManagementIA Clarington Investments January 2009 - Present
IA Clarington January 2006 - January 2009
CIBC Asset Management July 2004 - October 2005
Synergy Asset Management February 2001 - March 2004
Merrill Lynch Investment Managers October 1999 - February 2001
Atlas Mutual Funds November 1996 - October 1999
Spectrum United Mutual Funds 1995 - 1996
Fidelity Investments 1993 - 1995
Francophonie jeunesse de l'Alberta 1986 - 1988
Skills
Mutual Funds, Investments, Wealth Management, Investment Strategies, Investment Advisory, Alternative Investments, Asset Managment, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Securities, Asset Allocation, ETFs, Financial Advisory
Education
University of Alberta 1986 — 1990
Bachelor of Arts, Political Science, Economics
Private Wealth ManagementIA Clarington Investments January 2009 - Present
IA Clarington January 2006 - January 2009
CIBC Asset Management July 2004 - October 2005
Synergy Asset Management February 2001 - March 2004
Merrill Lynch Investment Managers October 1999 - February 2001
Atlas Mutual Funds November 1996 - October 1999
Spectrum United Mutual Funds 1995 - 1996
Fidelity Investments 1993 - 1995
Francophonie jeunesse de l'Alberta 1986 - 1988
Skills
Mutual Funds, Investments, Wealth Management, Investment Strategies, Investment Advisory, Alternative Investments, Asset Managment, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Securities, Asset Allocation, ETFs, Financial Advisory
Education
University of Alberta 1986 — 1990
Bachelor of Arts, Political Science, Economics
Victoria Kwan Victoria Kwan's IA Clarington Experience 2001 - 2006
Job AVP, Compliance and Chief Compliance Officer at Sun Life Global Investments (Canada) Inc.
Industry Financial Services
Experience
Sun Life Global Investments (Canada) Inc. September 2011 - Present
Sun Life Financial April 2011 - September 2011
Hartford Investments Canada Corp. January 2007 - March 2011
IA Clarington 2001 - 2006
Skills
Risk Management, Securities, Mutual Funds, Securities Regulation, Investment Advisory, Portfolio Management, Compliance, Investments, Asset Managment, Financial Risk, Asset Management, Alternative Investments, Wealth Management, Financial Services, Retirement Planning
Education
Brock University 1995 — 1999
Bachelor of Economics
Sun Life Global Investments (Canada) Inc. September 2011 - Present
Sun Life Financial April 2011 - September 2011
Hartford Investments Canada Corp. January 2007 - March 2011
IA Clarington 2001 - 2006
Skills
Risk Management, Securities, Mutual Funds, Securities Regulation, Investment Advisory, Portfolio Management, Compliance, Investments, Asset Managment, Financial Risk, Asset Management, Alternative Investments, Wealth Management, Financial Services, Retirement Planning
Education
Brock University 1995 — 1999
Bachelor of Economics
Michael Chandrapal Michael Chandrapal's IA Clarington Experience September 2005 - February 2006
Job Senior Project Control Officer at Manulife Financial
Industry Financial Services
Experience
Manulife Financial 2014 - Present
Condominium Corporation TSCC 1977 2009 - Present
Manulife Financial August 2013 - September 2014
Manulife Financial January 2012 - August 2013
Brandes Investment Partners February 2010 - December 2011
Toastmasters International February 2009 - December 2011
Brandes Investment Partners March 2007 - February 2010
Brandes Investment Partners March 2006 - March 2007
IA Clarington September 2005 - February 2006
State Street May 2005 - September 2005
Skills
Mutual Funds, Investments, Asset Managment, Portfolio Management, Financial Analysis, Strategic Financial..., Finance, Securities, Microsoft Excel, Strategic Planning, Business Analysis, Wealth Management, Analysis, Valuation, Banking, Budgets, Bloomberg, Customer Service, Leadership, Risk Management, Management, Business Strategy, Strategy, Process Improvement, Financial Services, Financial Planning, CRM, Business Development, Asset Management, Asset Allocation, Accounting
Education
Project Management Institute
PMP, Project Management
Humber College
Project Management
Brandes Investment Partners 2009 — 2009
Sales Mentorship Program
Chartered Financial Analyst Institute 2009 — 2009
CFA Level 1, Finance
University of Toronto 2008 — 2008
Marketing, Negotiation and Effective Communication
Investment Funds Institute of Canada 2006 — 2006
Operations, IFIC
Canadian Securities Institute 2005 — 2005
Canadian Securities Course, CSC
Goodman School of Business at Brock University
Bachelor of Business Administration, Finance
George Brown College
Culinary Arts
George Brown College
Wine Appreciation
Manulife Financial 2014 - Present
Condominium Corporation TSCC 1977 2009 - Present
Manulife Financial August 2013 - September 2014
Manulife Financial January 2012 - August 2013
Brandes Investment Partners February 2010 - December 2011
Toastmasters International February 2009 - December 2011
Brandes Investment Partners March 2007 - February 2010
Brandes Investment Partners March 2006 - March 2007
IA Clarington September 2005 - February 2006
State Street May 2005 - September 2005
Skills
Mutual Funds, Investments, Asset Managment, Portfolio Management, Financial Analysis, Strategic Financial..., Finance, Securities, Microsoft Excel, Strategic Planning, Business Analysis, Wealth Management, Analysis, Valuation, Banking, Budgets, Bloomberg, Customer Service, Leadership, Risk Management, Management, Business Strategy, Strategy, Process Improvement, Financial Services, Financial Planning, CRM, Business Development, Asset Management, Asset Allocation, Accounting
Education
Project Management Institute
PMP, Project Management
Humber College
Project Management
Brandes Investment Partners 2009 — 2009
Sales Mentorship Program
Chartered Financial Analyst Institute 2009 — 2009
CFA Level 1, Finance
University of Toronto 2008 — 2008
Marketing, Negotiation and Effective Communication
Investment Funds Institute of Canada 2006 — 2006
Operations, IFIC
Canadian Securities Institute 2005 — 2005
Canadian Securities Course, CSC
Goodman School of Business at Brock University
Bachelor of Business Administration, Finance
George Brown College
Culinary Arts
George Brown College
Wine Appreciation
Daniel Kain's IA Clarington Experience November 2010 - October 2011
Job Vice President of Sales at Pantonium Inc.
Industry Financial Services
Experience
Pantonium Inc. October 2012 - Present
IA Clarington Investments October 2011 - September 2012
IA Clarington November 2010 - October 2011
Plan-It Financial September 2009 - November 2010
Zimmerman Associates May 2008 - August 2009
Education
McGill University
B.A., Economics, Political Science
Pantonium Inc. October 2012 - Present
IA Clarington Investments October 2011 - September 2012
IA Clarington November 2010 - October 2011
Plan-It Financial September 2009 - November 2010
Zimmerman Associates May 2008 - August 2009
Education
McGill University
B.A., Economics, Political Science
Sarah Mortimer, CHRL's IA Clarington Experience February 2004 - December 2005
Job AVP & Head of Talent Acquisition North America at Manulife
Industry Financial Services
Experience
Manulife April 2013 - Present
Manulife July 2008 - March 2013
PricewaterhouseCoopers September 2006 - June 2008
Manulife January 2006 - August 2006
IA Clarington February 2004 - December 2005
Edward Jones November 2003 - January 2004
Edward Jones November 2002 - October 2003
Sears May 2001 - November 2002
Sears May 1999 - April 2001
Skills
HR Policies, Succession Planning, HR Consulting, Financial Services, Onboarding, Workforce Planning, HRIS, Human Resources, Talent Management, Employee Relations, Performance Management, Employee Engagement, Recruiting, New Hire Orientations, Talent Acquisition, Compensation & Benefit, Leadership, Coaching, People Development, Canadian Securities..., Collaboration, Asset Managment, Workday, PeopleSoft, Organizational Design, Sourcing
Education
Canadian Securities Institute 2010 — 2011
Canadian Securities Course (CSC)
Ryerson University 1999 — 2001
Human Resources Management Certificate, Human Resources Management/Personnel Administration, General
University of Toronto 1994 — 1998
B.A., English - Minor in Spanish & French
Manulife April 2013 - Present
Manulife July 2008 - March 2013
PricewaterhouseCoopers September 2006 - June 2008
Manulife January 2006 - August 2006
IA Clarington February 2004 - December 2005
Edward Jones November 2003 - January 2004
Edward Jones November 2002 - October 2003
Sears May 2001 - November 2002
Sears May 1999 - April 2001
Skills
HR Policies, Succession Planning, HR Consulting, Financial Services, Onboarding, Workforce Planning, HRIS, Human Resources, Talent Management, Employee Relations, Performance Management, Employee Engagement, Recruiting, New Hire Orientations, Talent Acquisition, Compensation & Benefit, Leadership, Coaching, People Development, Canadian Securities..., Collaboration, Asset Managment, Workday, PeopleSoft, Organizational Design, Sourcing
Education
Canadian Securities Institute 2010 — 2011
Canadian Securities Course (CSC)
Ryerson University 1999 — 2001
Human Resources Management Certificate, Human Resources Management/Personnel Administration, General
University of Toronto 1994 — 1998
B.A., English - Minor in Spanish & French
Emmanuel Leroux Sanders's IA Clarington Experience May 2009 - January 2013
Job Product Specialist at BroadSign
Industry Computer Software
Experience
BroadSign March 2015 - Present
LaSalle College January 2014 - Present
Self Employed 1999 - Present
IA Clarington Investments January 2013 - March 2015
IA Clarington May 2009 - January 2013
Square Cartier 2008 - 2010
AIC Ltd. June 2007 - February 2009
AIC Ltd June 2008 - October 2008
Dynamic Funds May 2006 - June 2007
MethylGene Inc. 2004 - 2006
Skills
Mutual Funds, Finance, Investments, Portfolio Management, Financial Services, Wealth Management, Business Development, Sales, Financial Advisory, Securities, Equities, Customer Service, Analysis, Management, Information Technology, Strategic Financial..., Relationship Management, Structured Products, Banking, Financial Analysis, Investment Strategies, Trading, Investment Advisory, Asset Management, Asset Managment, Budgets, Risk Management, Financial Markets, Retirement Planning, Digital Signage, Display Technologies, Technical Demonstrations
Education
Canadian Securities Institute 2011 — 2011
Investment Management Techniques
Canadian Securities Institute 2008 — 2008
Canadian Securities Course (CSC)
Concordia University 2004 — 2007
B.Comm, Finance
CEGEP - John Abbott College 2002 — 2004
DEC, Commerce
Hudson High School 1999 — 2004
High School
BroadSign March 2015 - Present
LaSalle College January 2014 - Present
Self Employed 1999 - Present
IA Clarington Investments January 2013 - March 2015
IA Clarington May 2009 - January 2013
Square Cartier 2008 - 2010
AIC Ltd. June 2007 - February 2009
AIC Ltd June 2008 - October 2008
Dynamic Funds May 2006 - June 2007
MethylGene Inc. 2004 - 2006
Skills
Mutual Funds, Finance, Investments, Portfolio Management, Financial Services, Wealth Management, Business Development, Sales, Financial Advisory, Securities, Equities, Customer Service, Analysis, Management, Information Technology, Strategic Financial..., Relationship Management, Structured Products, Banking, Financial Analysis, Investment Strategies, Trading, Investment Advisory, Asset Management, Asset Managment, Budgets, Risk Management, Financial Markets, Retirement Planning, Digital Signage, Display Technologies, Technical Demonstrations
Education
Canadian Securities Institute 2011 — 2011
Investment Management Techniques
Canadian Securities Institute 2008 — 2008
Canadian Securities Course (CSC)
Concordia University 2004 — 2007
B.Comm, Finance
CEGEP - John Abbott College 2002 — 2004
DEC, Commerce
Hudson High School 1999 — 2004
High School
Jean Francois Remillard Jean Francois Remillard's IA Clarington Experience March 2006 - August 2010
Job Stratège en investissement Mica Services financiers
Industry Financial Services
Experience
MICA - Cabinets de services financiers August 2010 - Present
MICA - Cabinets de services financiers August 2010 - Present
MICA - Cabinets de services financiers September 2012 - Present
Mangue & Melon March 2005 - February 2014
MICA - Cabinets de services financiers August 2010 - December 2013
IA Clarington March 2006 - August 2010
CIBC TAL asset management January 2001 - March 2006
Skills
Mutual Funds, Wealth Management, Investments, Investment Advisory, Asset Managment, Financial Analysis, Pensions, Risk Management, Securities, Strategic Financial..., Investment Strategies, Retirement Planning, Asset Management, Financial Advisory, Asset Allocation, DES, Retirement, Fonds mutuel, Investissements, Gestion de patrimoine
Education
Université de Sherbrooke 2004 — 2007
MBA
HEC Montréal 1999 — 2000
DESG, Administration
Université du Québec à Montréal 1997 — 1999
Bacc, Histoire
EEI
EEI
MICA - Cabinets de services financiers August 2010 - Present
MICA - Cabinets de services financiers August 2010 - Present
MICA - Cabinets de services financiers September 2012 - Present
Mangue & Melon March 2005 - February 2014
MICA - Cabinets de services financiers August 2010 - December 2013
IA Clarington March 2006 - August 2010
CIBC TAL asset management January 2001 - March 2006
Skills
Mutual Funds, Wealth Management, Investments, Investment Advisory, Asset Managment, Financial Analysis, Pensions, Risk Management, Securities, Strategic Financial..., Investment Strategies, Retirement Planning, Asset Management, Financial Advisory, Asset Allocation, DES, Retirement, Fonds mutuel, Investissements, Gestion de patrimoine
Education
Université de Sherbrooke 2004 — 2007
MBA
HEC Montréal 1999 — 2000
DESG, Administration
Université du Québec à Montréal 1997 — 1999
Bacc, Histoire
EEI
EEI
Carlo Mannarino Carlo Mannarino's IA Clarington Experience April 2006 - November 2008
Job Business Development Director, Investment Products at Copoloff Insurance Agencies Inc.
Industry Financial Services
Experience
Copoloff Insurance Agencies Inc. May 2012 - Present
AEGON Canada / Transamerica November 2010 - December 2011
Manulife Bank of Canada November 2009 - November 2010
IA Clarington April 2006 - November 2008
Skills
Mutual Funds, New Business Development, Investments, Insurance, Business Development, Sales, Strategic Financial..., CRM, Sales Operations, Relationship Management, Banking, Finance
Education
Concordia University
Copoloff Insurance Agencies Inc. May 2012 - Present
AEGON Canada / Transamerica November 2010 - December 2011
Manulife Bank of Canada November 2009 - November 2010
IA Clarington April 2006 - November 2008
Skills
Mutual Funds, New Business Development, Investments, Insurance, Business Development, Sales, Strategic Financial..., CRM, Sales Operations, Relationship Management, Banking, Finance
Education
Concordia University
Heidi Alexander Heidi Alexander's IA Clarington Experience March 2002 - November 2005
Job Personal and Professional Life Coach
Industry Professional Training & Coaching
Experience
HLA Coaching January 2011 - Present
CIBC Asset Management March 2008 - July 2010
TD Asset Management 2005 - 2008
IA Clarington March 2002 - November 2005
CI Investments Inc. August 1997 - March 2002
Skills
Mutual Funds, Wealth Management, Team Building, Coaching, Leadership, Change Management, Risk Management, Public Speaking, Strategic Planning, Personal Development, Customer Experience, Executive Coaching, Performance Management, Strategy, Team Leadership, Workshop Facilitation, Employee Training, Business Development, Business Planning, Life Coaching, Conflict Resolution, Sales Management, Emotional Intelligence, Leadership Development, Organizational..., Training, Organizational..., Management Consulting, Entrepreneurship, Training Delivery
Education
Concordia University 2010 — 2011
PPCC, Professional and Personal Life Coaching
McGill University 2003 — 2004
Graduate Diploma, Human Relations., GDip Educational & Counselling Psychology
McGill University 1992 — 1996
B.A., Psychology
HLA Coaching January 2011 - Present
CIBC Asset Management March 2008 - July 2010
TD Asset Management 2005 - 2008
IA Clarington March 2002 - November 2005
CI Investments Inc. August 1997 - March 2002
Skills
Mutual Funds, Wealth Management, Team Building, Coaching, Leadership, Change Management, Risk Management, Public Speaking, Strategic Planning, Personal Development, Customer Experience, Executive Coaching, Performance Management, Strategy, Team Leadership, Workshop Facilitation, Employee Training, Business Development, Business Planning, Life Coaching, Conflict Resolution, Sales Management, Emotional Intelligence, Leadership Development, Organizational..., Training, Organizational..., Management Consulting, Entrepreneurship, Training Delivery
Education
Concordia University 2010 — 2011
PPCC, Professional and Personal Life Coaching
McGill University 2003 — 2004
Graduate Diploma, Human Relations., GDip Educational & Counselling Psychology
McGill University 1992 — 1996
B.A., Psychology
Chris Carrick Chris Carrick's IA Clarington Experience January 2010 - Present
Job Senior Product Manager at IA Clarington
Industry Financial Services
Experience
IA Clarington January 2010 - Present
IA Clarington July 2006 - January 2010
IA Clarington May 2004 - July 2006
Skills
Mutual Funds, Financial Services, Product Managers, Sales, Segregated Funds, Guaranteed Lifetime..., Tax-advantaged..., Investments, Management, Business Development, Marketing, Strategy, Portfolio Management, Due Diligence, Relationship Management, Product Management, Wealth Management, Retirement Planning, Investment Advisory
Education
University of Guelph 1992 — 1997
Honours Bachelor of Commerce, Business
University of Guelph 1992 — 1997
Bachelor of Commerce (B.Com.)
Chemong
Chemong
Chemong
Chemong
IA Clarington January 2010 - Present
IA Clarington July 2006 - January 2010
IA Clarington May 2004 - July 2006
Skills
Mutual Funds, Financial Services, Product Managers, Sales, Segregated Funds, Guaranteed Lifetime..., Tax-advantaged..., Investments, Management, Business Development, Marketing, Strategy, Portfolio Management, Due Diligence, Relationship Management, Product Management, Wealth Management, Retirement Planning, Investment Advisory
Education
University of Guelph 1992 — 1997
Honours Bachelor of Commerce, Business
University of Guelph 1992 — 1997
Bachelor of Commerce (B.Com.)
Chemong
Chemong
Chemong
Chemong
Tamar Kirakossian Tamar Kirakossian's IA Clarington Experience July 2015 - Present
Job VP Sales at IA Clarington
Industry Financial Services
Experience
IA Clarington July 2015 - Present
National Bank Investments January 2015 - July 2015
National Bank of Canada March 2009 - December 2014
Dundee Securities June 2006 - February 2008
Standard Life September 2004 - June 2006
TD Waterhouse January 2003 - September 2004
TD Bank Group January 2001 - July 2003
Skills
CIM, Mutual Funds, Investments, Financial Advisory, Wealth Management, New Business Development, Investment Banking, Alternative Investments, Sales, Business Development, Sales Management, Territory Management, Practice Management, Salesforce.com, Sales Presentations, Mortgage Lending, Loans, Investment Advisory, Coaching, Budgets, Management, Credit, Social Media, Mortgage Banking, Cross-functional Team..., Canadian Securities..., Event Management, Brokerage, Securities, Trading, Investment Strategies, Retirement Planning, Sales Force Development, Strategic Financial..., Sequoia, Online Brokerage, Budget, Separately Managed..., Change Management, Financial Services, Insurance, Portfolio Management, Banking, Analysis, Relationship Management, Financial Planning
Education
Canadian Securities Institute 2014 — 2014
Chartered Investment Manager Designation (CIM), Currently enrolled
Canadian Securities Institute 2002 — 2004
Canadian Securities Course/Conduct and Practice Handbook Course
Concordia University 1998 — 2001
B.Comm, Economics
John Abbott College 1996 — 1998
Commerce
IA Clarington July 2015 - Present
National Bank Investments January 2015 - July 2015
National Bank of Canada March 2009 - December 2014
Dundee Securities June 2006 - February 2008
Standard Life September 2004 - June 2006
TD Waterhouse January 2003 - September 2004
TD Bank Group January 2001 - July 2003
Skills
CIM, Mutual Funds, Investments, Financial Advisory, Wealth Management, New Business Development, Investment Banking, Alternative Investments, Sales, Business Development, Sales Management, Territory Management, Practice Management, Salesforce.com, Sales Presentations, Mortgage Lending, Loans, Investment Advisory, Coaching, Budgets, Management, Credit, Social Media, Mortgage Banking, Cross-functional Team..., Canadian Securities..., Event Management, Brokerage, Securities, Trading, Investment Strategies, Retirement Planning, Sales Force Development, Strategic Financial..., Sequoia, Online Brokerage, Budget, Separately Managed..., Change Management, Financial Services, Insurance, Portfolio Management, Banking, Analysis, Relationship Management, Financial Planning
Education
Canadian Securities Institute 2014 — 2014
Chartered Investment Manager Designation (CIM), Currently enrolled
Canadian Securities Institute 2002 — 2004
Canadian Securities Course/Conduct and Practice Handbook Course
Concordia University 1998 — 2001
B.Comm, Economics
John Abbott College 1996 — 1998
Commerce
Eve Makarova, CFP Eve Makarova, CFP's IA Clarington Experience January 2007 - October 2007
Job Regional Director at Natixis Global Asset Management NGAM Canada LP
Industry Financial Services
Experience
Natixis Global Asset Management June 2014 - Present
NexGen Financial Limited Partnership December 2011 - May 2014
Manulife Securities October 2007 - December 2011
IA Clarington January 2007 - October 2007
Municipal Public School#38 September 2004 - August 2006
Education
George Brown College
Post-graduate Certificate with Honours, Strategic Relationship Marketing
George Brown College
Post-graduate Certificate with Honours, Financial Planning
Lipetsk State Pedagogical University (LSPU)
Teacher of the English and German languages, Foreign Languages
Natixis Global Asset Management June 2014 - Present
NexGen Financial Limited Partnership December 2011 - May 2014
Manulife Securities October 2007 - December 2011
IA Clarington January 2007 - October 2007
Municipal Public School#38 September 2004 - August 2006
Education
George Brown College
Post-graduate Certificate with Honours, Strategic Relationship Marketing
George Brown College
Post-graduate Certificate with Honours, Financial Planning
Lipetsk State Pedagogical University (LSPU)
Teacher of the English and German languages, Foreign Languages
Karine Pesant-Robert's IA Clarington Experience 2008 - 2009
Job Travaillons Ensemble :) Recruteur Technique chez Procom (5000+)karinep@procom.ca 5147317224 p.251
Industry Staffing and Recruiting
Experience
Procom April 2015 - Present
ACCEO Solutions July 2013 - April 2015
Arcand et Associés August 2011 - July 2013
Cofomo May 2010 - August 2011
Ordre des CGA du Québec February 2009 - May 2010
IA Clarington 2008 - 2009
Skills
Recruiting, Bonne communicatrice, Recrutement, Entregent, Technical Recruiting, Acquisition de talents, Écoute, Informatique..., Coaching, Facilité d'apprentissage, Marketing, French, Recrutement technique, Executive Search, Excel, Méthodes agiles, Outlook, Gestion de projet, Microsoft Excel, Agile Methodologies, Ressources humaines, Microsoft Office, Sourcing, Stratégie de sourcing, Linkedin, Entretiens
Education
2009 — 2010
Certificat, Gestion des ressources humaines
Université du Québec à Montréal 2009 — 2010
Certificat, Gestion des Ressources Humaines
Procom April 2015 - Present
ACCEO Solutions July 2013 - April 2015
Arcand et Associés August 2011 - July 2013
Cofomo May 2010 - August 2011
Ordre des CGA du Québec February 2009 - May 2010
IA Clarington 2008 - 2009
Skills
Recruiting, Bonne communicatrice, Recrutement, Entregent, Technical Recruiting, Acquisition de talents, Écoute, Informatique..., Coaching, Facilité d'apprentissage, Marketing, French, Recrutement technique, Executive Search, Excel, Méthodes agiles, Outlook, Gestion de projet, Microsoft Excel, Agile Methodologies, Ressources humaines, Microsoft Office, Sourcing, Stratégie de sourcing, Linkedin, Entretiens
Education
2009 — 2010
Certificat, Gestion des ressources humaines
Université du Québec à Montréal 2009 — 2010
Certificat, Gestion des Ressources Humaines
Andrew Chou's IA Clarington Experience January 2011 - May 2011
Job Business Development Manager at TD Asset Management
Industry Financial Services
Experience
TD Asset Management May 2014 - Present
Franklin Templeton Investments May 2011 - May 2014
IA Clarington January 2011 - May 2011
HSBC Bank Canada April 2007 - January 2009
Skills
Mutual Funds, Investments, Wealth Management, Financial Services, Investment Strategies, Banking, ETFs, Relationship Management, Business Development, Securities, Equities, Sales, Financial Markets, Asset Allocation, Separately Managed..., Wealth Management..., Team Building, Sales Management, Investment Advisory, Credit, Portfolio Management, Insurance, Strategic Financial..., Asset Management, Mortgage Lending, Retirement Planning, Investment Management, Retirement, Alternative Investments, Financial Advisory, High Net Worth..., Retail Banking, Business Relationship..., Cash Management, Pensions, Wealth, Hedge Funds, Financial Planning
Education
Seneca College of Applied Arts and Technology 2004 — 2008
Bachelor of Commerce, Financial Services Management
University of Windsor 2002 — 2004
Odette School of Business - Honours of Business Administration
Canadian Securities Institute
Certificate of Achievement in Financial Counselling
TD Asset Management May 2014 - Present
Franklin Templeton Investments May 2011 - May 2014
IA Clarington January 2011 - May 2011
HSBC Bank Canada April 2007 - January 2009
Skills
Mutual Funds, Investments, Wealth Management, Financial Services, Investment Strategies, Banking, ETFs, Relationship Management, Business Development, Securities, Equities, Sales, Financial Markets, Asset Allocation, Separately Managed..., Wealth Management..., Team Building, Sales Management, Investment Advisory, Credit, Portfolio Management, Insurance, Strategic Financial..., Asset Management, Mortgage Lending, Retirement Planning, Investment Management, Retirement, Alternative Investments, Financial Advisory, High Net Worth..., Retail Banking, Business Relationship..., Cash Management, Pensions, Wealth, Hedge Funds, Financial Planning
Education
Seneca College of Applied Arts and Technology 2004 — 2008
Bachelor of Commerce, Financial Services Management
University of Windsor 2002 — 2004
Odette School of Business - Honours of Business Administration
Canadian Securities Institute
Certificate of Achievement in Financial Counselling
Dawn C. Pepper Dawn C. Pepper's IA Clarington Experience 2000 - 2004
Job Finance Marketing Management
Industry Financial Services
Experience
Inn from the Cold 2004 - Present
New Hope Church CRC 1998 - Present
Arrow Capital Management Inc May 2012 - May 2013
Mackenzie Financial September 2006 - August 2011
IA Clarington 2000 - 2004
AIM Trimark Investments 1991 - 1997
Skills
Mutual funds sales/..., Portfolio analysis -..., Business Analysis., Wealth Management, Investments, Alternative Investments, Asset Managment, Hedge Funds, Investment Strategies, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Advisory, Retirement, Financial Services, Portfolio Management, Investment Management, Financial Planners, Relationship Management, Financial Markets, Training, Business Planning, Business Development, Mutual Funds, Leadership, Financial Planning, Asset Management, Wealth, CRM, Asset Allocation, Management
Education
CSC
QUT
Inn from the Cold 2004 - Present
New Hope Church CRC 1998 - Present
Arrow Capital Management Inc May 2012 - May 2013
Mackenzie Financial September 2006 - August 2011
IA Clarington 2000 - 2004
AIM Trimark Investments 1991 - 1997
Skills
Mutual funds sales/..., Portfolio analysis -..., Business Analysis., Wealth Management, Investments, Alternative Investments, Asset Managment, Hedge Funds, Investment Strategies, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Advisory, Retirement, Financial Services, Portfolio Management, Investment Management, Financial Planners, Relationship Management, Financial Markets, Training, Business Planning, Business Development, Mutual Funds, Leadership, Financial Planning, Asset Management, Wealth, CRM, Asset Allocation, Management
Education
CSC
QUT
Don Sutton Don Sutton's IA Clarington Experience February 2002 - November 2007
Job VP Sales at Manulife Investments
Industry Investment Management
Experience
Manulife Financial November 2007 - Present
IA Clarington February 2002 - November 2007
Skills
Retirement, Strategic Financial..., Financial Advisory, Alternative Investments, Pensions, Asset Allocation, Securities, Asset Management, Insurance, Investments, Sales, Wealth Management, Retirement Planning, Investment Strategies, Portfolio Management, Financial Planners, Sales Operations, Mutual Funds, Investment Advisory, Marketing Strategy, Estate Planning, Wealth Management..., ETFs, Fixed Annuities, Financial Services, 401k, Credit, Wealth, Relationship Management, Critical Illness, Bonds, Investment Management, Equities, Disability Insurance, Banking, Series 63, High Net Worth..., Life Insurance
Education
Arizona State University 1994 — 1997
Manulife Financial November 2007 - Present
IA Clarington February 2002 - November 2007
Skills
Retirement, Strategic Financial..., Financial Advisory, Alternative Investments, Pensions, Asset Allocation, Securities, Asset Management, Insurance, Investments, Sales, Wealth Management, Retirement Planning, Investment Strategies, Portfolio Management, Financial Planners, Sales Operations, Mutual Funds, Investment Advisory, Marketing Strategy, Estate Planning, Wealth Management..., ETFs, Fixed Annuities, Financial Services, 401k, Credit, Wealth, Relationship Management, Critical Illness, Bonds, Investment Management, Equities, Disability Insurance, Banking, Series 63, High Net Worth..., Life Insurance
Education
Arizona State University 1994 — 1997
Richard Leggatt Richard Leggatt's IA Clarington Experience November 2010 - Present
Job Interactive Multimedia Visual Designer at IA Clarington
Industry Financial Services
Experience
IA Clarington November 2010 - Present
Kropserkel 2001 - Present
Hartford Investments October 2009 - November 2010
Skills
Illustrator, Photoshop, InDesign, Graphic Design, Flash, Web Design, Illustration, Adobe Creative Suite, Dreamweaver, Logo Design, CSS, Layout, HTML, Video Editing, Graphics, Concept Design, Costumes, Costume Design, Painting, Sculpture, Photography
Education
Humber College
IA Clarington November 2010 - Present
Kropserkel 2001 - Present
Hartford Investments October 2009 - November 2010
Skills
Illustrator, Photoshop, InDesign, Graphic Design, Flash, Web Design, Illustration, Adobe Creative Suite, Dreamweaver, Logo Design, CSS, Layout, HTML, Video Editing, Graphics, Concept Design, Costumes, Costume Design, Painting, Sculpture, Photography
Education
Humber College
Carl Mustos's IA Clarington Experience May 2007 - March 2015
Job President at IA Clarington Investments
Industry Investment Management
Experience
IA Clarington Investments March 2015 - Present
IA Clarington May 2007 - March 2015
Mackenzie Financial 1999 - 2007
Global Strategy Financial Inc. March 1993 - May 1999
Education
Boeki Kenshu Centre 1990 — 1991
International Studies
McMaster University 1989 — 1990
MBA, International Business
McMaster University 1984 — 1988
B.Comm
IA Clarington Investments March 2015 - Present
IA Clarington May 2007 - March 2015
Mackenzie Financial 1999 - 2007
Global Strategy Financial Inc. March 1993 - May 1999
Education
Boeki Kenshu Centre 1990 — 1991
International Studies
McMaster University 1989 — 1990
MBA, International Business
McMaster University 1984 — 1988
B.Comm
Meghan Legere's IA Clarington Experience January 2012 - Present
Job Client Service Representative
Industry Investment Management
Experience
IA Clarington January 2012 - Present
Industrial Alliance July 2007 - December 2011
Skills
Mutual Funds, Social Media, Investment Strategies, Risk Management, Retirement Planning, Leadership, Financial Risk, Wealth Management, Insurance, Time Management, Financial Modeling, Relationship Management, Customer Service, Financial Services, Investments, Retirement, Team Leadership, Investment Advisory, Financial Advisory, Securities, Financial Reporting
Education
The University of Western Ontario - Huron University College 2002 — 2006
Bachelor's degree, International Development
IA Clarington January 2012 - Present
Industrial Alliance July 2007 - December 2011
Skills
Mutual Funds, Social Media, Investment Strategies, Risk Management, Retirement Planning, Leadership, Financial Risk, Wealth Management, Insurance, Time Management, Financial Modeling, Relationship Management, Customer Service, Financial Services, Investments, Retirement, Team Leadership, Investment Advisory, Financial Advisory, Securities, Financial Reporting
Education
The University of Western Ontario - Huron University College 2002 — 2006
Bachelor's degree, International Development
Matt Minken's IA Clarington Experience November 2007 - April 2015
Job Continuous Improvement Consultant at Industrial Alliance
Industry Financial Services
Experience
Industrial Alliance May 2015 - Present
IA Clarington November 2007 - April 2015
Dundee Securities August 2006 - November 2007
Dundee Securities April 2004 - August 2006
Unisen 2002 - 2004
Skills
Mutual Funds, Back Office, Reconciliation, Reporting & Analysis, Compliance, Feedback, Administration, Account Reconciliation, Analysis, Asset Management, Equities, Financial Services, Investments, Portfolio Management, Risk Management, Relationship Management, Securities, Strategic Financial..., System Administration, Wealth Management
Education
Robert Gordon University 1997 — 2001
BA Hons, Business Studies
Industrial Alliance May 2015 - Present
IA Clarington November 2007 - April 2015
Dundee Securities August 2006 - November 2007
Dundee Securities April 2004 - August 2006
Unisen 2002 - 2004
Skills
Mutual Funds, Back Office, Reconciliation, Reporting & Analysis, Compliance, Feedback, Administration, Account Reconciliation, Analysis, Asset Management, Equities, Financial Services, Investments, Portfolio Management, Risk Management, Relationship Management, Securities, Strategic Financial..., System Administration, Wealth Management
Education
Robert Gordon University 1997 — 2001
BA Hons, Business Studies
Marcus Schlechta's IA Clarington Experience September 2003 - December 2005
Job Vice President Sales at iShares
Industry Financial Services
Experience
iShares March 2012 - Present
Claymore Investments, Inc. June 2007 - March 2012
TD December 2005 - June 2007
IA Clarington September 2003 - December 2005
Skills
ETFs, Mutual Funds, Investment Products, Sales Management, Marketing Strategy, Investments
Education
McMaster University 1996 — 2000
Hons B.A., Economics (Commerce)
iShares March 2012 - Present
Claymore Investments, Inc. June 2007 - March 2012
TD December 2005 - June 2007
IA Clarington September 2003 - December 2005
Skills
ETFs, Mutual Funds, Investment Products, Sales Management, Marketing Strategy, Investments
Education
McMaster University 1996 — 2000
Hons B.A., Economics (Commerce)
Johnnie Lee's IA Clarington Experience December 2009 - November 2010
Job UAT at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments November 2012 - Present
Ontario SPCA November 2010 - November 2012
IA Clarington December 2009 - November 2010
Altamira Investment Services Inc June 2007 - October 2008
Altamira Investment Services Inc June 2002 - June 2007
Altamira Investment Services Inc August 1999 - June 2002
Altamira Investment Services Inc January 1997 - August 1999
United Way of Greater Toronto 1996 - 1999
United Way of Greater Toronto 1996 - 1999
United Way of Greater Toronto 1996 - 1999
Skills
Mutual Funds, Dealer Operations, Internal Controls, Asset Allocation, Account Reconciliation, Business Analysis, Quality Assurance, Time Management, Analysis, Financial Services, Software Documentation, Customer Service, Investments, Sales, CRM
Education
Centennial College 1992 — 1995
Diploma, Accounting and Financial Management
Harbord Collegiate 1987 — 1992
All
IA Clarington Investments November 2012 - Present
Ontario SPCA November 2010 - November 2012
IA Clarington December 2009 - November 2010
Altamira Investment Services Inc June 2007 - October 2008
Altamira Investment Services Inc June 2002 - June 2007
Altamira Investment Services Inc August 1999 - June 2002
Altamira Investment Services Inc January 1997 - August 1999
United Way of Greater Toronto 1996 - 1999
United Way of Greater Toronto 1996 - 1999
United Way of Greater Toronto 1996 - 1999
Skills
Mutual Funds, Dealer Operations, Internal Controls, Asset Allocation, Account Reconciliation, Business Analysis, Quality Assurance, Time Management, Analysis, Financial Services, Software Documentation, Customer Service, Investments, Sales, CRM
Education
Centennial College 1992 — 1995
Diploma, Accounting and Financial Management
Harbord Collegiate 1987 — 1992
All
Daphne King's IA Clarington Experience April 2008 - April 2012
Job AVP, National Accounts at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments April 2012 - Present
IA Clarington April 2008 - April 2012
The Economist September 2003 - January 2005
Education
Queen's University
IA Clarington Investments April 2012 - Present
IA Clarington April 2008 - April 2012
The Economist September 2003 - January 2005
Education
Queen's University
Sara Adib's IA Clarington Experience June 2007 - January 2009
Job Assistant Branch Manager at Moneystrat Security Inc
Industry Investment Banking
Experience
Moneystrat Security Inc June 2013 - Present
Global Maxfin Investments Inc. October 2009 - September 2011
IA Clarington June 2007 - January 2009
Franklin Templeton Investment January 2007 - January 2008
Mutual Fund & RSP January 2005 - January 2006
George Brown College January 2002 - January 2003
Tejarat International Bank of Iran January 1994 - January 2000
Skills
Computer Skills, Customer Service, Detail Orientation, Mutual Funds, Banking, Investments, Team Building, Team Leadership, Financial Analysis, Financial Services, Microsoft Office, Teamwork, Microsoft Excel, Securities, Finance, Time Management, Software Documentation
Education
George Brown College 2002 — 2003
Post - Graduated Diploma, Marketing Management Financial Services
Tehran University 1992 — 1996
Bachelor of Arts with Honours, Business Administration
Moneystrat Security Inc June 2013 - Present
Global Maxfin Investments Inc. October 2009 - September 2011
IA Clarington June 2007 - January 2009
Franklin Templeton Investment January 2007 - January 2008
Mutual Fund & RSP January 2005 - January 2006
George Brown College January 2002 - January 2003
Tejarat International Bank of Iran January 1994 - January 2000
Skills
Computer Skills, Customer Service, Detail Orientation, Mutual Funds, Banking, Investments, Team Building, Team Leadership, Financial Analysis, Financial Services, Microsoft Office, Teamwork, Microsoft Excel, Securities, Finance, Time Management, Software Documentation
Education
George Brown College 2002 — 2003
Post - Graduated Diploma, Marketing Management Financial Services
Tehran University 1992 — 1996
Bachelor of Arts with Honours, Business Administration
Isobel Russell's IA Clarington Experience 2005 - 2009
Job Regional Sales at Invesco
Industry Financial Services
Experience
Invesco Ltd. 2009 - Present
IA Clarington 2005 - 2009
IA Clarington 2005 - 2005
IA Clarington 2004 - 2005
CIBC 2000 - 2004
Skills
Mutual Funds, Wealth Management, ETFs, Investments, Investment Strategies, Investment Advisory, Asset Management, Asset Allocation, Securities, Alternative Investments, Financial Services, Portfolio Management, Relationship Management, Financial Advisory
Education
Queen's University 2000 — 2004
Invesco Ltd. 2009 - Present
IA Clarington 2005 - 2009
IA Clarington 2005 - 2005
IA Clarington 2004 - 2005
CIBC 2000 - 2004
Skills
Mutual Funds, Wealth Management, ETFs, Investments, Investment Strategies, Investment Advisory, Asset Management, Asset Allocation, Securities, Alternative Investments, Financial Services, Portfolio Management, Relationship Management, Financial Advisory
Education
Queen's University 2000 — 2004
Nick Klianis's IA Clarington Experience May 2010 - Present
Job Registered Product Specialist at IA Clarington
Industry Financial Services
Experience
IA Clarington May 2010 - Present
CITIGROUP GLOBAL TRANSACTION SERVICES 2002 - 2008
AGF FUNDS MANAGEMENT INC January 1999 - January 2002
AGF January 1996 - January 1999
HAMILTON BOARD OF EDUCATION January 1992 - January 1995
Skills
Coaching, Customer Service, Time Management, Human Resources, Marketing, Financial Services, Call Centers, Investments, Mutual Funds, Recruiting
Education
Brock University 1991 — 1992
Bachelor, Education; Primary/Junior Education
McMaster University 1985 — 1989
Bachelor of Arts, Political Science
IA Clarington May 2010 - Present
CITIGROUP GLOBAL TRANSACTION SERVICES 2002 - 2008
AGF FUNDS MANAGEMENT INC January 1999 - January 2002
AGF January 1996 - January 1999
HAMILTON BOARD OF EDUCATION January 1992 - January 1995
Skills
Coaching, Customer Service, Time Management, Human Resources, Marketing, Financial Services, Call Centers, Investments, Mutual Funds, Recruiting
Education
Brock University 1991 — 1992
Bachelor, Education; Primary/Junior Education
McMaster University 1985 — 1989
Bachelor of Arts, Political Science
Eric Frape's IA Clarington Experience December 2001 - Present
Job Senior VicePresident, Product & Business Development at IA Clarington
Industry Financial Services
Experience
IA Clarington December 2001 - Present
ClaringtonFunds December 2001 - January 2006
AIM Trimark Investments March 1998 - December 2001
Skills
Mutual Funds, Wealth Management, Leadership, Portfolio Management, Investments, Investment Advisory, Business Development, Financial Services, Asset Management, ETFs, Alternative Investments, Investment Strategies, Securities, Asset Allocation, Hedge Funds
Education
King's University College 1992 — 1996
Hons BA, Economics
IA Clarington December 2001 - Present
ClaringtonFunds December 2001 - January 2006
AIM Trimark Investments March 1998 - December 2001
Skills
Mutual Funds, Wealth Management, Leadership, Portfolio Management, Investments, Investment Advisory, Business Development, Financial Services, Asset Management, ETFs, Alternative Investments, Investment Strategies, Securities, Asset Allocation, Hedge Funds
Education
King's University College 1992 — 1996
Hons BA, Economics
Paul Wint's IA Clarington Experience October 2010 - Present
Job Client Administrator at IA Clarington
Industry Financial Services
Experience
IA Clarington October 2010 - Present
Manulife Securities December 2009 - October 2010
CIBC Mortgages Inc October 2008 - October 2009
Dundee Securities Corporation November 2005 - October 2008
Citigroup Inc November 2000 - October 2005
Skills
Account Reconciliation, Mutual Funds, Finance, Training, Financial Services, Process Improvement, Leadership, Management, Equities
Education
The Investment Funds Institute of
York University 1989 — 1993
Toronto School of Business
Accounting and Computers
Clarkson Secondary School
S.S.D
IA Clarington October 2010 - Present
Manulife Securities December 2009 - October 2010
CIBC Mortgages Inc October 2008 - October 2009
Dundee Securities Corporation November 2005 - October 2008
Citigroup Inc November 2000 - October 2005
Skills
Account Reconciliation, Mutual Funds, Finance, Training, Financial Services, Process Improvement, Leadership, Management, Equities
Education
The Investment Funds Institute of
York University 1989 — 1993
Toronto School of Business
Accounting and Computers
Clarkson Secondary School
S.S.D
Charmaine Kwok's IA Clarington Experience March 2010 - August 2010
Job Research Analyst at Titan Advisors
Industry Investment Management
Experience
Titan Advisors June 2015 - Present
Saguenay Strathmore Capital May 2011 - Present
OPSEU Pension Trust August 2010 - May 2011
IA Clarington March 2010 - August 2010
IA Clarington October 2007 - March 2010
Abria Alternative Investments Inc. September 2006 - October 2007
Barrick Gold Corporation August 2005 - December 2005
RBC 2004 - 2005
Education
Queen's University 2011 — 2012
MFIN
University of Waterloo 2001 — 2006
Honours BMath
Wilfrid Laurier University 2001 — 2006
Honours BBA
Titan Advisors June 2015 - Present
Saguenay Strathmore Capital May 2011 - Present
OPSEU Pension Trust August 2010 - May 2011
IA Clarington March 2010 - August 2010
IA Clarington October 2007 - March 2010
Abria Alternative Investments Inc. September 2006 - October 2007
Barrick Gold Corporation August 2005 - December 2005
RBC 2004 - 2005
Education
Queen's University 2011 — 2012
MFIN
University of Waterloo 2001 — 2006
Honours BMath
Wilfrid Laurier University 2001 — 2006
Honours BBA
Edward Donner's IA Clarington Experience August 2011 - Present
Job Fund Administration Analyst at IA Clarington
Industry Financial Services
Experience
IA Clarington August 2011 - Present
B2B Trust August 2010 - August 2011
IA Clarington 2005 - 2009
Skills
Financial Analysis, Mutual Funds
Education
British Columbia Institute of Technology
IA Clarington August 2011 - Present
B2B Trust August 2010 - August 2011
IA Clarington 2005 - 2009
Skills
Financial Analysis, Mutual Funds
Education
British Columbia Institute of Technology
Carol Palogan's IA Clarington Experience March 2011 - Present
Job Compliance Officer Business Conduct Compliance at Questrade
Industry Financial Services
Experience
Questrade February 2015 - Present
IA Clarington March 2011 - Present
IA Clarington April 2007 - February 2011
Industrial Alliance Insurance and Financial Services December 2005 - September 2006
Equitable PCI Bank November 2002 - June 2004
Equitable PCI Bank (Philippines) January 1998 - November 2000
Equitable PCI Bank (Philippines) April 1996 - January 1998
Skills
Financial Services, Product Compliance, AML, Sales Practices, Code of Ethics and..., Sales Communication, Asset Management, Investments, Counterterrorism, Risk Management, Financial Risk, Analysis, Anti-Terrorism, Anti-Money Laundering, Mutual Funds, Securities, Equities
Education
CSI Global Education
De La Salle University
MBA undergraduate, Management and Finance
University of Santo Tomas
BS Commerce, Management
Questrade February 2015 - Present
IA Clarington March 2011 - Present
IA Clarington April 2007 - February 2011
Industrial Alliance Insurance and Financial Services December 2005 - September 2006
Equitable PCI Bank November 2002 - June 2004
Equitable PCI Bank (Philippines) January 1998 - November 2000
Equitable PCI Bank (Philippines) April 1996 - January 1998
Skills
Financial Services, Product Compliance, AML, Sales Practices, Code of Ethics and..., Sales Communication, Asset Management, Investments, Counterterrorism, Risk Management, Financial Risk, Analysis, Anti-Terrorism, Anti-Money Laundering, Mutual Funds, Securities, Equities
Education
CSI Global Education
De La Salle University
MBA undergraduate, Management and Finance
University of Santo Tomas
BS Commerce, Management
Joanne McConachie's IA Clarington Experience December 2012 - Present
Job Securities Law Clerk at IA Clarington
Industry Legal Services
Experience
IA Clarington December 2012 - Present
Portland Investment Counsel Inc. February 2012 - November 2012
Teranet Inc. January 2000 - March 2011
EDS Canada August 1994 - December 1999
Jones, Jamieson & Redekop 1989 - 1994
Skills
Research, Conveyancing, Microsoft Excel, Microsoft Word, Analysis, Powers of Attorney, Document Review, Wills, Teraview, Legal Issues, Contract Negotiation, Document Preparation, Legal Research, PowerPoint, Corporate Law, Real Estate, Outlook, Access, Legal Compliance, Data Analysis, Legal Documents, Legal Writing, Customer Service, Property Law, Teamwork
Education
Niagara College 1987 — 1989
Legal Assistant
IA Clarington December 2012 - Present
Portland Investment Counsel Inc. February 2012 - November 2012
Teranet Inc. January 2000 - March 2011
EDS Canada August 1994 - December 1999
Jones, Jamieson & Redekop 1989 - 1994
Skills
Research, Conveyancing, Microsoft Excel, Microsoft Word, Analysis, Powers of Attorney, Document Review, Wills, Teraview, Legal Issues, Contract Negotiation, Document Preparation, Legal Research, PowerPoint, Corporate Law, Real Estate, Outlook, Access, Legal Compliance, Data Analysis, Legal Documents, Legal Writing, Customer Service, Property Law, Teamwork
Education
Niagara College 1987 — 1989
Legal Assistant
Aimee Dionisio's IA Clarington Experience June 2004 - August 2009
Job Administrative Assistant
Industry Venture Capital & Private Equity
Experience
Northleaf Capital Partners May 2010 - Present
Centre for Opportunities, Respect and Empowerment (CORE) November 2010 - February 2011
Toronto District School Board March 2010 - April 2010
IA Clarington June 2004 - August 2009
Skills
Psychotherapy, Training
Education
George Brown College 2009 — 2011
Diploma, Social Service Work
York University 2003 — 2007
B.A., Sociology
Northleaf Capital Partners May 2010 - Present
Centre for Opportunities, Respect and Empowerment (CORE) November 2010 - February 2011
Toronto District School Board March 2010 - April 2010
IA Clarington June 2004 - August 2009
Skills
Psychotherapy, Training
Education
George Brown College 2009 — 2011
Diploma, Social Service Work
York University 2003 — 2007
B.A., Sociology
Jason Bobee's IA Clarington Experience September 2000 - Present
Job VP Sales at IA Clarington
Industry Financial Services
Experience
IA Clarington September 2000 - Present
Education
Trent University 1991 — 1995
Bachelor of Arts with Honours, History and Economics
IA Clarington September 2000 - Present
Education
Trent University 1991 — 1995
Bachelor of Arts with Honours, History and Economics