IA Clarington Investments
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IA Clarington Investments Employees
Employee
Years
Job
Industry
Pierre Brunelle, M.Sc. Pierre Brunelle, M.Sc.'s IA Clarington Investments Experience January 2008 - July 2008
Job Advisor, Quantitative Analysis at Enbridge
Industry Oil & Energy
Experience
Enbridge March 2014 - Present
Enbridge April 2012 - March 2014
National Energy Board September 2010 - April 2012
Aon Hewitt June 2010 - September 2010
Honeywell May 2009 - August 2009
IA Clarington Investments January 2008 - July 2008
RBC Insurance May 2006 - August 2007
Skills
Financial Modeling, Energy, Financial Economics, Market Research, Risk Management, Quantitative Analytics, Energy Derivatives, Interest Rate..., FX Derivatives, Finance, Options, Bloomberg, Commodity Markets, Hedging, Trading
Education
Université de Sherbrooke 2009 — 2010
Masters (M.Sc.), Finance
Université de Sherbrooke 2008 — 2009
Prerequisite courses for M.Sc. Finance
Université de Sherbrooke 2008 — 2008
Postgraduate Certificate, Financial Markets
Canadian Securities Institute (CSI) 2007 — 2007
Université de Montréal 2003 — 2006
Bachelor, Economics
CFA Institute
Enbridge March 2014 - Present
Enbridge April 2012 - March 2014
National Energy Board September 2010 - April 2012
Aon Hewitt June 2010 - September 2010
Honeywell May 2009 - August 2009
IA Clarington Investments January 2008 - July 2008
RBC Insurance May 2006 - August 2007
Skills
Financial Modeling, Energy, Financial Economics, Market Research, Risk Management, Quantitative Analytics, Energy Derivatives, Interest Rate..., FX Derivatives, Finance, Options, Bloomberg, Commodity Markets, Hedging, Trading
Education
Université de Sherbrooke 2009 — 2010
Masters (M.Sc.), Finance
Université de Sherbrooke 2008 — 2009
Prerequisite courses for M.Sc. Finance
Université de Sherbrooke 2008 — 2008
Postgraduate Certificate, Financial Markets
Canadian Securities Institute (CSI) 2007 — 2007
Université de Montréal 2003 — 2006
Bachelor, Economics
CFA Institute
Lauren Segal Lauren Segal's IA Clarington Investments Experience June 2007 - June 2010
Job
Industry Restaurants
Experience
McDonald's Canada July 2015 - Present
McDonald's Canada June 2010 - July 2015
IA Clarington Investments June 2007 - June 2010
Bellwood Health Services June 2003 - June 2007
Skills
Marketing, Merchandising, Copywriting, Packaging, Project Management, Finance, Legal Review, Creative Direction
Education
Ryerson University 2005 — 2011
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General
McDonald's Canada July 2015 - Present
McDonald's Canada June 2010 - July 2015
IA Clarington Investments June 2007 - June 2010
Bellwood Health Services June 2003 - June 2007
Skills
Marketing, Merchandising, Copywriting, Packaging, Project Management, Finance, Legal Review, Creative Direction
Education
Ryerson University 2005 — 2011
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General
Karen Fleury Karen Fleury's IA Clarington Investments Experience September 2015 - Present
Job Junior Fund Reporting Analyst iA Clarington
Industry Accounting
Experience
IA Clarington Investments September 2015 - Present
Industrielle Alliance November 2013 - September 2015
Fonds Alpha April 2012 - May 2013
Fonds Alpha April 2011 - May 2013
MALLETTE Société de comptables professionnels agréés September 2012 - April 2013
AÉSAL August 2012 - April 2013
Mallette sencrl May 2012 - July 2012
Desjardins June 2010 - May 2012
Fonds Alpha April 2011 - April 2012
Skills
Accounting, Team work, Fund reporting, Financial Reporting, Leadership, French
Education
Collège des administrateurs de sociétés de l'Université Laval 2015 — 2015
Formation "Adminstrateurs de la relève"
Université de Sherbrooke 2013 — 2014
Microprogramme de 2e cycle en expertise professionnelles au titre de CGA
Université Laval 2010 — 2013
Baccalauréat en Administration des affaires, Comptabilité générale
Cégep de Lévis-Lauzon 2008 — 2010
Diplôme d'études collégiales préuniversitaire, Sciences humaines - Profil administration-économie
Polyvalente Benoît-Vachon 2003 — 2008
Diplôme d'études secondaires, Profil Anglais-Concentration
IA Clarington Investments September 2015 - Present
Industrielle Alliance November 2013 - September 2015
Fonds Alpha April 2012 - May 2013
Fonds Alpha April 2011 - May 2013
MALLETTE Société de comptables professionnels agréés September 2012 - April 2013
AÉSAL August 2012 - April 2013
Mallette sencrl May 2012 - July 2012
Desjardins June 2010 - May 2012
Fonds Alpha April 2011 - April 2012
Skills
Accounting, Team work, Fund reporting, Financial Reporting, Leadership, French
Education
Collège des administrateurs de sociétés de l'Université Laval 2015 — 2015
Formation "Adminstrateurs de la relève"
Université de Sherbrooke 2013 — 2014
Microprogramme de 2e cycle en expertise professionnelles au titre de CGA
Université Laval 2010 — 2013
Baccalauréat en Administration des affaires, Comptabilité générale
Cégep de Lévis-Lauzon 2008 — 2010
Diplôme d'études collégiales préuniversitaire, Sciences humaines - Profil administration-économie
Polyvalente Benoît-Vachon 2003 — 2008
Diplôme d'études secondaires, Profil Anglais-Concentration
Alma Silao Alma Silao's IA Clarington Investments Experience August 2007 - January 2009
Job Independent Insurance Advisor
Industry Financial Services
Experience
Independent January 2010 - Present
FWSF December 2012 - June 2013
IA Clarington Investments August 2007 - January 2009
IA Clarington Investments January 2004 - August 2007
Industrielle Alliance August 2001 - January 2004
Skills
Retirement Planning, Mutual Funds, Disability Insurance, Wealth Management, Retirement, Strategic Financial..., Life Insurance, Insurance, Critical Illness, Investments, Estate Planning, Term Life Insurance, Financial Planning
Education
Manuel L. Quezon University
Associate in Computer Science
Independent January 2010 - Present
FWSF December 2012 - June 2013
IA Clarington Investments August 2007 - January 2009
IA Clarington Investments January 2004 - August 2007
Industrielle Alliance August 2001 - January 2004
Skills
Retirement Planning, Mutual Funds, Disability Insurance, Wealth Management, Retirement, Strategic Financial..., Life Insurance, Insurance, Critical Illness, Investments, Estate Planning, Term Life Insurance, Financial Planning
Education
Manuel L. Quezon University
Associate in Computer Science
Allan Henderson's IA Clarington Investments Experience November 2002 - November 2005
Job District Vice President at Sentry Investments
Industry Financial Services
Experience
Sentry Investments April 2015 - Present
BMO Global Asset Management November 2006 - April 2015
TD Mutual Funds November 2005 - November 2006
IA Clarington Investments November 2002 - November 2005
Spectrum Investments September 2000 - November 2002
CIBC Financial Planning January 1998 - January 2000
Alberta Treasury Board and Finance January 1997 - January 1998
Royal Trust January 1995 - January 1997
Scotiabank July 1992 - January 1994
Skills
Financial Services, New Business Development, Leadership, Mutual Funds, Investments, Strategic Financial..., Equities, Portfolio Management, Investment Strategies, Wealth Management, Retirement Planning, Asset Managment, Retirement, Financial Advisory, Credit, Asset Management, Investment Advisory, CRM, Insurance, Finance, Financial Planning
Education
University of Alberta 1997 — 2003
MBA, Finance
University of Alberta 1987 — 1992
Bachelor of Commerce with Distinction, Finance
Sentry Investments April 2015 - Present
BMO Global Asset Management November 2006 - April 2015
TD Mutual Funds November 2005 - November 2006
IA Clarington Investments November 2002 - November 2005
Spectrum Investments September 2000 - November 2002
CIBC Financial Planning January 1998 - January 2000
Alberta Treasury Board and Finance January 1997 - January 1998
Royal Trust January 1995 - January 1997
Scotiabank July 1992 - January 1994
Skills
Financial Services, New Business Development, Leadership, Mutual Funds, Investments, Strategic Financial..., Equities, Portfolio Management, Investment Strategies, Wealth Management, Retirement Planning, Asset Managment, Retirement, Financial Advisory, Credit, Asset Management, Investment Advisory, CRM, Insurance, Finance, Financial Planning
Education
University of Alberta 1997 — 2003
MBA, Finance
University of Alberta 1987 — 1992
Bachelor of Commerce with Distinction, Finance
Koichi Miyamoto, CFP, FCSI Koichi Miyamoto, CFP, FCSI's IA Clarington Investments Experience 2006 - 2008
Job Financial Planner, Investment & Retirement Planning at RBC
Industry Banking
Experience
RBC February 2015 - Present
National Bank of Canada November 2008 - February 2015
Altamira Private Wealth Services Inc. 2008 - 2008
IA Clarington Investments 2006 - 2008
Skills
Strategic Financial..., Wealth Management, Risk Management, Investment Advisory, Retirement Planning, Estate Planning, Tax Advisory, Legal Issues, Personal Finance, Mutual Funds, Banking, Mortgage Lending, Intergenerational..., Portfolio Management, Wealth Preservation..., wealth
Education
University of Manitoba 2000 — 2005
Bachelor of Commerce (B.Com.), Marketing & International Business
RBC February 2015 - Present
National Bank of Canada November 2008 - February 2015
Altamira Private Wealth Services Inc. 2008 - 2008
IA Clarington Investments 2006 - 2008
Skills
Strategic Financial..., Wealth Management, Risk Management, Investment Advisory, Retirement Planning, Estate Planning, Tax Advisory, Legal Issues, Personal Finance, Mutual Funds, Banking, Mortgage Lending, Intergenerational..., Portfolio Management, Wealth Preservation..., wealth
Education
University of Manitoba 2000 — 2005
Bachelor of Commerce (B.Com.), Marketing & International Business
Shawn Arora's IA Clarington Investments Experience June 2014 - September 2014
Job Customer Service Representative at TD Canada Trust
Industry Financial Services
Experience
TD September 2015 - Present
IA Clarington Investments June 2014 - September 2014
3P Marketing Supply Chain Management June 2013 - September 2013
Shree Industries May 2009 - August 2012
Skills
Mutual Funds, Multi Tasking, Customer Service, Market Research, Marketing Communications, Teamwork, Marketing, Microsoft Office, Social Media, Social Media Marketing, Creative Problem Solving, Marketing Management, Marketing Strategy, Advertising, Leadership, B2B Marketing, Works well in a team, Communication, Interpersonal Skill, Adaptability
Education
George Brown College 2014 — 2014
Post-Graduate Diploma, Marketing Management - Financial Services
Georgian College 2012 — 2013
International Business Management Post-Graduate Certificate, International Business
Punjab Technical University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TD September 2015 - Present
IA Clarington Investments June 2014 - September 2014
3P Marketing Supply Chain Management June 2013 - September 2013
Shree Industries May 2009 - August 2012
Skills
Mutual Funds, Multi Tasking, Customer Service, Market Research, Marketing Communications, Teamwork, Marketing, Microsoft Office, Social Media, Social Media Marketing, Creative Problem Solving, Marketing Management, Marketing Strategy, Advertising, Leadership, B2B Marketing, Works well in a team, Communication, Interpersonal Skill, Adaptability
Education
George Brown College 2014 — 2014
Post-Graduate Diploma, Marketing Management - Financial Services
Georgian College 2012 — 2013
International Business Management Post-Graduate Certificate, International Business
Punjab Technical University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Shannon MacPherson Shannon MacPherson's IA Clarington Investments Experience January 2014 - Present
Job AVP, Marketing & Communicaitons at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments January 2014 - Present
ONE Financial August 2011 - June 2013
Dundee Wealth January 2010 - November 2010
Aegon Canada January 2009 - January 2010
Fidelity Investments April 2005 - October 2008
Fidelity Investments October 1999 - April 2005
Toronto-Dominion Bank April 1998 - October 1999
Trimark Investment Management Inc. November 1997 - April 1998
Laurentian Bank, Agency Banking December 1996 - November 1997
Skills
Product Marketing, Strategic Planning, Project Management, Sales, Financial Services, Marketing Communications, Cross-functional Team..., Mutual Funds, Wealth Management
Education
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Guelph 1993 — 1996
BA, Sociology
IA Clarington Investments January 2014 - Present
ONE Financial August 2011 - June 2013
Dundee Wealth January 2010 - November 2010
Aegon Canada January 2009 - January 2010
Fidelity Investments April 2005 - October 2008
Fidelity Investments October 1999 - April 2005
Toronto-Dominion Bank April 1998 - October 1999
Trimark Investment Management Inc. November 1997 - April 1998
Laurentian Bank, Agency Banking December 1996 - November 1997
Skills
Product Marketing, Strategic Planning, Project Management, Sales, Financial Services, Marketing Communications, Cross-functional Team..., Mutual Funds, Wealth Management
Education
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Guelph 1993 — 1996
BA, Sociology
Spencer LeClair Spencer LeClair's IA Clarington Investments Experience March 2015 - Present
Job Internal Wholesaler at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments March 2015 - Present
Manulife Investments February 2014 - March 2015
TD Canada Trust November 2011 - February 2014
Hamilton Children's Choir September 2012 - September 2013
Skills
Canadian Securities..., Microsoft Office, Typing, Teamwork, Independent Thinking, Goal Setting, Drive to Achieve, Analysis, Portfolio Management, Accounting, Banking, Investments, Microsoft Excel, Mutual Funds, Sales, Financial Analysis, Derivatives, Time Management, Strategic Financial..., Customer Service, Capital Markets, Lunch, Investment Strategies
Education
The University of Western Ontario - King's University College 2008 — 2011
BMOS, Honours Finance
U of T
IA Clarington Investments March 2015 - Present
Manulife Investments February 2014 - March 2015
TD Canada Trust November 2011 - February 2014
Hamilton Children's Choir September 2012 - September 2013
Skills
Canadian Securities..., Microsoft Office, Typing, Teamwork, Independent Thinking, Goal Setting, Drive to Achieve, Analysis, Portfolio Management, Accounting, Banking, Investments, Microsoft Excel, Mutual Funds, Sales, Financial Analysis, Derivatives, Time Management, Strategic Financial..., Customer Service, Capital Markets, Lunch, Investment Strategies
Education
The University of Western Ontario - King's University College 2008 — 2011
BMOS, Honours Finance
U of T
Alisha Watts Alisha Watts's IA Clarington Investments Experience January 2010 - May 2012
Job Director, International Wealth Management Compliance
Industry Banking
Experience
Scotiabank June 2012 - Present
IA Clarington Investments January 2010 - May 2012
Bank of Montreal Asset Management October 2008 - December 2009
Gardiner Roberts LLP August 2007 - June 2008
Skills
Corporate Governance, Securities Regulation, Investments, Securities, Risk Management, Mutual Funds, Management, Legal Writing, Legal Research, Legal Advice, Asset Management, Governance, Financial Services, Commercial Litigation, Intellectual Property, Corporate Law
Education
University of Ottawa 2006 — 2007
LL.L., Droit Civil
University of Ottawa 2003 — 2006
LL.B., Common Law
Université Panthéon Assas (Paris II)
University of Pune, India
Scotiabank June 2012 - Present
IA Clarington Investments January 2010 - May 2012
Bank of Montreal Asset Management October 2008 - December 2009
Gardiner Roberts LLP August 2007 - June 2008
Skills
Corporate Governance, Securities Regulation, Investments, Securities, Risk Management, Mutual Funds, Management, Legal Writing, Legal Research, Legal Advice, Asset Management, Governance, Financial Services, Commercial Litigation, Intellectual Property, Corporate Law
Education
University of Ottawa 2006 — 2007
LL.L., Droit Civil
University of Ottawa 2003 — 2006
LL.B., Common Law
Université Panthéon Assas (Paris II)
University of Pune, India
Georges-Etienne Fortin's IA Clarington Investments Experience 2007 - 2009
Job Summer Analyst, Real Estate Investments at PSP Investments
Industry Investment Management
Experience
PSP Investments May 2014 - Present
Rotman 2013 - 2014
Rotman 2013 - 2014
Premier Tech 2009 - 2013
IA Clarington Investments 2007 - 2009
CECN Mexico 2007 - 2007
Skills
Mergers, Deal-making, Due Diligence, Business Integration, Secured Financing, Treasury, Business Process..., Finance, Mergers & Acquisitions, Financial Analysis, Negotiation, Investments, Financial Services, Sales, Financial Modeling, Risk Management, Capital Markets, Corporate Finance, Equities, Management, Pension Funds, Portfolio Management, Valuation
Education
Rotman School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
York University 2004 — 2008
Honours B.A., Business Economics
Instituto Tecnológico y de Estudios Superiores de Monterrey 2006 — 2006
Licenciatura, Finanzas
PSP Investments May 2014 - Present
Rotman 2013 - 2014
Rotman 2013 - 2014
Premier Tech 2009 - 2013
IA Clarington Investments 2007 - 2009
CECN Mexico 2007 - 2007
Skills
Mergers, Deal-making, Due Diligence, Business Integration, Secured Financing, Treasury, Business Process..., Finance, Mergers & Acquisitions, Financial Analysis, Negotiation, Investments, Financial Services, Sales, Financial Modeling, Risk Management, Capital Markets, Corporate Finance, Equities, Management, Pension Funds, Portfolio Management, Valuation
Education
Rotman School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
York University 2004 — 2008
Honours B.A., Business Economics
Instituto Tecnológico y de Estudios Superiores de Monterrey 2006 — 2006
Licenciatura, Finanzas
Daniel Kain's IA Clarington Investments Experience October 2011 - September 2012
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
Abdellah Benkirane, B.Comm Abdellah Benkirane, B.Comm's IA Clarington Investments Experience July 2015 - Present
Job Internal Wholesaler at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments July 2015 - Present
Manulife Investments February 2015 - July 2015
Standard Life Investment October 2014 - February 2015
National Bank Investments September 2011 - October 2014
Skills
Mutual Funds, Banking, Finance, Financial Markets, Investments, Building Relationships, Salesforce.com, Fidelity, Risk Management, Securities, Corporate Finance, Credit, Wealth Management, Financial Analysis, Team Leadership, Capital Markets, Fixed Income, Project Management, Investment Management, Equities, Credit Risk, Operations Management, International Trade, Bloomberg, Leadership, Morningstar
Education
John Molson School of Business, Concordia University 2012 — 2014
Bachelor of Commerce (B.Comm.), Finance
McGill University 2010 — 2012
Certificate, Business Administration and Management, General
McGill University 2009 — 2010
Certificate, English Language and Literature/Letters
Lycee Louis Massignon 2007 — 2009
French Baccalaureat, Science, Biology
IA Clarington Investments July 2015 - Present
Manulife Investments February 2015 - July 2015
Standard Life Investment October 2014 - February 2015
National Bank Investments September 2011 - October 2014
Skills
Mutual Funds, Banking, Finance, Financial Markets, Investments, Building Relationships, Salesforce.com, Fidelity, Risk Management, Securities, Corporate Finance, Credit, Wealth Management, Financial Analysis, Team Leadership, Capital Markets, Fixed Income, Project Management, Investment Management, Equities, Credit Risk, Operations Management, International Trade, Bloomberg, Leadership, Morningstar
Education
John Molson School of Business, Concordia University 2012 — 2014
Bachelor of Commerce (B.Comm.), Finance
McGill University 2010 — 2012
Certificate, Business Administration and Management, General
McGill University 2009 — 2010
Certificate, English Language and Literature/Letters
Lycee Louis Massignon 2007 — 2009
French Baccalaureat, Science, Biology
Fernando Ferreras Fernando Ferreras's IA Clarington Investments Experience March 2006 - December 2008
Job Investment Specialist at Hub Capital Inc.
Industry Investment Management
Experience
HUB Capital Inc. November 2013 - Present
Scotiabank March 2012 - November 2013
RBC Dominion Securities July 2009 - November 2011
IA Clarington Investments March 2006 - December 2008
CIBC April 1999 - March 2006
TD Ameritrade October 1998 - April 1999
Montreal Exchange January 1997 - January 1998
Skills
Wealth Management, Wealth Management..., Investment Advisory, Investment Strategies, ETFs, Mutual Funds, Securities Market, Asset Allocation, Investments, Finance, Trading, Portfolio Management, Strategic Financial..., Investment Management, Securities, Asset Management, Alternative Investments, Equities, Financial Advisory, Relationship Management, Retirement Planning, Financial Services, Retirement, Risk Management, Fixed Income, Insurance, Financial Analysis
Education
Concordia University 1995 — 1998
Bachelor of Commerce, Major in Finance
Dawson College 1986 — 1987
Social Sciences
HUB Capital Inc. November 2013 - Present
Scotiabank March 2012 - November 2013
RBC Dominion Securities July 2009 - November 2011
IA Clarington Investments March 2006 - December 2008
CIBC April 1999 - March 2006
TD Ameritrade October 1998 - April 1999
Montreal Exchange January 1997 - January 1998
Skills
Wealth Management, Wealth Management..., Investment Advisory, Investment Strategies, ETFs, Mutual Funds, Securities Market, Asset Allocation, Investments, Finance, Trading, Portfolio Management, Strategic Financial..., Investment Management, Securities, Asset Management, Alternative Investments, Equities, Financial Advisory, Relationship Management, Retirement Planning, Financial Services, Retirement, Risk Management, Fixed Income, Insurance, Financial Analysis
Education
Concordia University 1995 — 1998
Bachelor of Commerce, Major in Finance
Dawson College 1986 — 1987
Social Sciences
Emmanuel Leroux Sanders's IA Clarington Investments Experience January 2013 - March 2015
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
Shafa Badavi Shafa Badavi's IA Clarington Investments Experience November 2014 - Present
Job Client Services at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments November 2014 - Present
Korea University Graduate School of International Studies 2011 - 2013
Milward Brown Research 2002 - 2009
Skills
International Relations, International..., International Trade, Economics, International Business, Research, English, Market Research, Intercultural..., Policy Analysis, Microsoft Office, Data Analysis, International Economics, International Marketing, Training
Education
Korea University 2011 — 2013
Master's degree, International Commerce, 4.47 GPA
University of Toronto 2002 — 2008
Bachelor of Science (B.Sc.), Biological Anthropology & Zoology
IA Clarington Investments November 2014 - Present
Korea University Graduate School of International Studies 2011 - 2013
Milward Brown Research 2002 - 2009
Skills
International Relations, International..., International Trade, Economics, International Business, Research, English, Market Research, Intercultural..., Policy Analysis, Microsoft Office, Data Analysis, International Economics, International Marketing, Training
Education
Korea University 2011 — 2013
Master's degree, International Commerce, 4.47 GPA
University of Toronto 2002 — 2008
Bachelor of Science (B.Sc.), Biological Anthropology & Zoology
Nissen Huang's IA Clarington Investments Experience June 2013 - Present
Job IA Clarington Investments
Industry Investment Management
Experience
IA Clarington Investments June 2013 - Present
TD Waterhouse Private Investment Advice May 2012 - August 2012
Queen's Trading Competition 2009 - 2011
Skills
Competitive Analysis, Equities, Finance, Marketing, Portfolio Management, Mutual Funds, Client Relations Skills, Problem Solving, Public Speaking, Securities, Research, Superior Client Service, Analysis, Sales, Financial Analysis, Client Services, Time Management, Investments, Microsoft Office, Teamwork
Education
Queen's University 2009 — 2013
Bachelor of Commerce (B.Com.)
Stockholm School of Economics 2011 — 2011
Exchange Semester, BSc Business & Economics
IA Clarington Investments June 2013 - Present
TD Waterhouse Private Investment Advice May 2012 - August 2012
Queen's Trading Competition 2009 - 2011
Skills
Competitive Analysis, Equities, Finance, Marketing, Portfolio Management, Mutual Funds, Client Relations Skills, Problem Solving, Public Speaking, Securities, Research, Superior Client Service, Analysis, Sales, Financial Analysis, Client Services, Time Management, Investments, Microsoft Office, Teamwork
Education
Queen's University 2009 — 2013
Bachelor of Commerce (B.Com.)
Stockholm School of Economics 2011 — 2011
Exchange Semester, BSc Business & Economics
Erin Chalmers's IA Clarington Investments Experience July 2015 - Present
Job Sr. Administrative Assistant National Sales Desk at IA Clarington Investments
Industry Public Relations and Communications
Experience
IA Clarington Investments July 2015 - Present
Manulife Financial January 2014 - July 2015
ClutchPR June 2012 - July 2013
Crown Hotel and Bar 2009 - 2010
Stouffville Health and Wellness 2003 - 2009
Skills
Media Relations, Press Releases, Corporate Communications, Social Media, Strategic Communications
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Corporate Communications
Wilfrid Laurier University 2005 — 2009
Bachelor of Arts, Communications and History
IA Clarington Investments July 2015 - Present
Manulife Financial January 2014 - July 2015
ClutchPR June 2012 - July 2013
Crown Hotel and Bar 2009 - 2010
Stouffville Health and Wellness 2003 - 2009
Skills
Media Relations, Press Releases, Corporate Communications, Social Media, Strategic Communications
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Corporate Communications
Wilfrid Laurier University 2005 — 2009
Bachelor of Arts, Communications and History
Tobi McGrory, MBA Tobi McGrory, MBA's IA Clarington Investments Experience 2013 - Present
Job Product, Marketing & Communications Executive
Industry Financial Services
Experience
IA Clarington Investments 2013 - Present
McGrory Consulting July 2013 - October 2013
International Financial Data Services August 2010 - October 2012
McGrory Consulting 2010 - 2010
BMO Financial Group 2006 - 2009
BMO Mutual Funds 2001 - 2006
Rothschild Asset Management 2001 - 2001
Global Strategy Financial Inc. 1993 - 2000
MD Management Ltd 1991 - 1993
Skills
Financial Services, Mutual Funds, Wealth Management, Strategic Planning, Business Strategy, Marketing Strategy, Change Management, Team Leadership, Strategic Partnerships, Business Planning, Product Management, Market Intelligence, Customer Experience, Marketing Communications, Product Development, Management, Program Development, Department Start-ups, Stakeholder Engagement, Portfolio Management, Mergers & Acquisitions, Business Process..., Business Analysis, Management Consulting, Risk Management, Business Development, Executive Management, Investments, Start-ups, Relationship Management, Marketing, Team Building, CRM
Education
Dalhousie University 2003 — 2007
MBA, Financial Services
ICB 2003 — 2005
FICB - Fellow of the Institute of Canadian Bankers, Banking
Bishop's University 1988 — 1991
B.A., Political Economy
CEGEP - John Abbott College
IA Clarington Investments 2013 - Present
McGrory Consulting July 2013 - October 2013
International Financial Data Services August 2010 - October 2012
McGrory Consulting 2010 - 2010
BMO Financial Group 2006 - 2009
BMO Mutual Funds 2001 - 2006
Rothschild Asset Management 2001 - 2001
Global Strategy Financial Inc. 1993 - 2000
MD Management Ltd 1991 - 1993
Skills
Financial Services, Mutual Funds, Wealth Management, Strategic Planning, Business Strategy, Marketing Strategy, Change Management, Team Leadership, Strategic Partnerships, Business Planning, Product Management, Market Intelligence, Customer Experience, Marketing Communications, Product Development, Management, Program Development, Department Start-ups, Stakeholder Engagement, Portfolio Management, Mergers & Acquisitions, Business Process..., Business Analysis, Management Consulting, Risk Management, Business Development, Executive Management, Investments, Start-ups, Relationship Management, Marketing, Team Building, CRM
Education
Dalhousie University 2003 — 2007
MBA, Financial Services
ICB 2003 — 2005
FICB - Fellow of the Institute of Canadian Bankers, Banking
Bishop's University 1988 — 1991
B.A., Political Economy
CEGEP - John Abbott College
Cindy Sukhram-Ross Cindy Sukhram-Ross's IA Clarington Investments Experience August 2006 - June 2007
Job Sionna Investment Managers
Industry Financial Services
Experience
Sionna Investment Managers July 2011 - December 2014
Queen Mary University of London 2010 - August 2011
Brandes Investment Partners June 2007 - September 2009
IA Clarington Investments August 2006 - June 2007
York University September 2005 - April 2006
York University May 2005 - August 2005
Canadian Imperial Bank of Commerce (CIBC) June 2002 - May 2005
York University September 2004 - April 2005
Conseil scolaire District Catholique Centre-Sud (French Catholic School Board) March 2002 - June 2004
Education
Queen Mary University of London 2009 — 2010
Masters of Science (M.Sc), Law & Finance; Banking and Financial Services with First Class Distinction
York University
Masters (MA), French studies
York University
Bachelors (BA), Economics and French studies
Sionna Investment Managers July 2011 - December 2014
Queen Mary University of London 2010 - August 2011
Brandes Investment Partners June 2007 - September 2009
IA Clarington Investments August 2006 - June 2007
York University September 2005 - April 2006
York University May 2005 - August 2005
Canadian Imperial Bank of Commerce (CIBC) June 2002 - May 2005
York University September 2004 - April 2005
Conseil scolaire District Catholique Centre-Sud (French Catholic School Board) March 2002 - June 2004
Education
Queen Mary University of London 2009 — 2010
Masters of Science (M.Sc), Law & Finance; Banking and Financial Services with First Class Distinction
York University
Masters (MA), French studies
York University
Bachelors (BA), Economics and French studies
Glenn Mariano Glenn Mariano's IA Clarington Investments Experience 2004 - 2005
Job AACI, P. App | Appraiser at Wagner Andrews & Kovacs
Industry Real Estate
Experience
Wagner Andrews Kovacs October 2006 - Present
Dino Bottero & Associates June 2006 - October 2006
Dynamic Funds January 2005 - June 2006
IA Clarington Investments 2004 - 2005
Skills
Appraisals, Real Estate Valuation, Investment Properties, Investments, Commercial Real Estate, Due Diligence, Real Estate Economics, Asset Management, Real Estate, Valuation, Real Estate Development, Leases, Finance, Real Estate Transactions
Education
The University of British Columbia 2006 — 2011
UBC/AIC Post-Graduate Certificate in Real Property Valuation, Real Estate Appraisal
Canadian Securities Institute 2006 — 2006
Canadian Securities Course
Investment Funds Institute of Canada 2005 — 2005
Canadian Investment Funds Course
Canadian University College 2000 — 2004
BBA, Business Administration
Wagner Andrews Kovacs October 2006 - Present
Dino Bottero & Associates June 2006 - October 2006
Dynamic Funds January 2005 - June 2006
IA Clarington Investments 2004 - 2005
Skills
Appraisals, Real Estate Valuation, Investment Properties, Investments, Commercial Real Estate, Due Diligence, Real Estate Economics, Asset Management, Real Estate, Valuation, Real Estate Development, Leases, Finance, Real Estate Transactions
Education
The University of British Columbia 2006 — 2011
UBC/AIC Post-Graduate Certificate in Real Property Valuation, Real Estate Appraisal
Canadian Securities Institute 2006 — 2006
Canadian Securities Course
Investment Funds Institute of Canada 2005 — 2005
Canadian Investment Funds Course
Canadian University College 2000 — 2004
BBA, Business Administration
Sarah MacNicol Sarah MacNicol's IA Clarington Investments Experience May 2012 - July 2012
Job HBA Candidate 2015 Richard Ivey School of Business
Industry
Experience
Mackie Research Capital June 2014 - August 2014
Beacon Securities Limited May 2014 - June 2014
Summer Water Sports July 2011 - August 2013
IA Clarington Investments May 2012 - July 2012
Skills
Team Leadership, Teamwork, Customer Service, Critical Thinking, Event Planning, Time Management, Research, Sales, Public Speaking, Business, Marketing
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Western University 2011 — 2013
Specialization of Economics
Havergal College 2006 — 2011
Mackie Research Capital June 2014 - August 2014
Beacon Securities Limited May 2014 - June 2014
Summer Water Sports July 2011 - August 2013
IA Clarington Investments May 2012 - July 2012
Skills
Team Leadership, Teamwork, Customer Service, Critical Thinking, Event Planning, Time Management, Research, Sales, Public Speaking, Business, Marketing
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Western University 2011 — 2013
Specialization of Economics
Havergal College 2006 — 2011
Jason Chu's IA Clarington Investments Experience July 2014 - Present
Job Project Coordinator at IA Clarington Investments
Industry Information Technology and Services
Experience
IA Clarington Investments July 2014 - Present
CGI April 2012 - July 2014
Manulife Financial May 2011 - September 2011
Sun Life Financial January 2011 - April 2011
Branksome Hall April 2010 - August 2010
University Health Network August 2009 - December 2009
Royal Bank of Canada May 2009 - August 2009
Regent Park School of Music October 2005 - March 2007
Skills
Visio, SharePoint, Project Management, Requirements Gathering, Business Analysis, Testing, Analysis, Customer Service, Time Management, Process Improvement, Process Development, Windows Server 2003, SQL Server 2008, Microsoft Office, IT Service Management, MS Project, Databases, SAP R/3, SPSS, Lotus Notes, Cantonese, Resource Allocation, SDLC, Business Process, Microsoft SQL Server, Microsoft Project, Documentation, Resource Management, Contract Management, Microsoft CRM, Mutual Funds
Education
Ryerson University 2007 — 2012
Bachelors of Commerce, Business Technology Management (Co-Op), Major: Enterprise Systems and Organization
IA Clarington Investments July 2014 - Present
CGI April 2012 - July 2014
Manulife Financial May 2011 - September 2011
Sun Life Financial January 2011 - April 2011
Branksome Hall April 2010 - August 2010
University Health Network August 2009 - December 2009
Royal Bank of Canada May 2009 - August 2009
Regent Park School of Music October 2005 - March 2007
Skills
Visio, SharePoint, Project Management, Requirements Gathering, Business Analysis, Testing, Analysis, Customer Service, Time Management, Process Improvement, Process Development, Windows Server 2003, SQL Server 2008, Microsoft Office, IT Service Management, MS Project, Databases, SAP R/3, SPSS, Lotus Notes, Cantonese, Resource Allocation, SDLC, Business Process, Microsoft SQL Server, Microsoft Project, Documentation, Resource Management, Contract Management, Microsoft CRM, Mutual Funds
Education
Ryerson University 2007 — 2012
Bachelors of Commerce, Business Technology Management (Co-Op), Major: Enterprise Systems and Organization
Madisyn McKee Madisyn McKee's IA Clarington Investments Experience September 2015 - Present
Job Content strategist, social media manager and communications specialist
Industry Publishing
Experience
IA Clarington Investments September 2015 - Present
The Salvation Army - National Recycling Operations September 2014 - September 2015
Homes Publishing Group September 2013 - September 2014
MediaPlanet May 2012 - September 2013
Skills
Social Media Marketing, Microsoft Office, Time Management, Customer Service, Sales, English, Research, Marketing, Advertising, Publishing, Event Management, Team Building, Microsoft Excel, Management, Social Media, Marketing Communications
Education
George Brown College 2015 — 2016
Social Media Marketing Certificate, Public Relations, Advertising, and Applied Communication
Carleton University 2007 — 2011
Bachelor of Arts Honours, Double Major Communications and English
IA Clarington Investments September 2015 - Present
The Salvation Army - National Recycling Operations September 2014 - September 2015
Homes Publishing Group September 2013 - September 2014
MediaPlanet May 2012 - September 2013
Skills
Social Media Marketing, Microsoft Office, Time Management, Customer Service, Sales, English, Research, Marketing, Advertising, Publishing, Event Management, Team Building, Microsoft Excel, Management, Social Media, Marketing Communications
Education
George Brown College 2015 — 2016
Social Media Marketing Certificate, Public Relations, Advertising, and Applied Communication
Carleton University 2007 — 2011
Bachelor of Arts Honours, Double Major Communications and English
Taera Kwon's IA Clarington Investments Experience January 2015 - May 2015
Job Junior Application Programmer at Ministry of Community and Social Services
Industry Computer Software
Experience
Ministry of Community and Social Services September 2015 - Present
IA Clarington Investments January 2015 - May 2015
Canada Post / Postes Canada September 2011 - January 2014
Sushi + May 2011 - August 2011
University of Toronto September 2006 - June 2007
Skills
SQL, HTML, Microsoft Excel, PowerPoint, CSS, Sales Management, Sales, Analytical Chemistry, Microsoft Word, Photoshop, Java, JavaScript, C#, PHP, Databases, Management, Data Analysis, Teamwork, Software Development, jQuery, ASP.NET, WordPress, Active Directory, Microsoft Exchange, IT Hardware Support, System Administration, Remote Troubleshooting, Citrix, WAMP
Education
Centennial College 2013 — 2016
Advanced Diploma, Software Engineering, 4.37 GPA
CGA 2011 — 2015
Certified General Accountant LEVEL 2
University of Toronto 2004 — 2009
Bachelor of Science (BS), Biochemistry, Neuroscience, Economics
Oakwood Collegiate
Ministry of Community and Social Services September 2015 - Present
IA Clarington Investments January 2015 - May 2015
Canada Post / Postes Canada September 2011 - January 2014
Sushi + May 2011 - August 2011
University of Toronto September 2006 - June 2007
Skills
SQL, HTML, Microsoft Excel, PowerPoint, CSS, Sales Management, Sales, Analytical Chemistry, Microsoft Word, Photoshop, Java, JavaScript, C#, PHP, Databases, Management, Data Analysis, Teamwork, Software Development, jQuery, ASP.NET, WordPress, Active Directory, Microsoft Exchange, IT Hardware Support, System Administration, Remote Troubleshooting, Citrix, WAMP
Education
Centennial College 2013 — 2016
Advanced Diploma, Software Engineering, 4.37 GPA
CGA 2011 — 2015
Certified General Accountant LEVEL 2
University of Toronto 2004 — 2009
Bachelor of Science (BS), Biochemistry, Neuroscience, Economics
Oakwood Collegiate
David Foster CIM, FCSI David Foster CIM, FCSI's IA Clarington Investments Experience October 2012 - January 2015
Job Director, Financial Advisor at Belfry Wealth Management
Industry Investment Management
Experience
Belfry Wealth Management February 2015 - Present
IA Clarington Investments October 2012 - January 2015
Macquarie Private Wealth 2005 - 2012
BluMont Capital 2001 - 2005
AIM Trimark Investments 1999 - 2001
RBC Dominion Securities 1997 - 1999
Midland Walwyn Capital Inc. 1994 - 1997
Xerox Canada 1992 - 1994
Skills
Asset Managment, Investments, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Retirement Planning, Investment Strategies, Investment Management, People Development, Hedge Funds, Marketing Strategy, Product Marketing, Sales, Sales Management, Strategic Thinking, Multi Tasking, Fixed Income, Portfolio Optimization, Building Relationships
Education
Canadian Securities Institute
Certified Investment Manager
Carleton University
Bachelor of Arts
Belfry Wealth Management February 2015 - Present
IA Clarington Investments October 2012 - January 2015
Macquarie Private Wealth 2005 - 2012
BluMont Capital 2001 - 2005
AIM Trimark Investments 1999 - 2001
RBC Dominion Securities 1997 - 1999
Midland Walwyn Capital Inc. 1994 - 1997
Xerox Canada 1992 - 1994
Skills
Asset Managment, Investments, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Retirement Planning, Investment Strategies, Investment Management, People Development, Hedge Funds, Marketing Strategy, Product Marketing, Sales, Sales Management, Strategic Thinking, Multi Tasking, Fixed Income, Portfolio Optimization, Building Relationships
Education
Canadian Securities Institute
Certified Investment Manager
Carleton University
Bachelor of Arts
Nataly Ouvarova's IA Clarington Investments Experience July 2014 - September 2014
Job Graphic Designer at The Public Good Projects
Industry Graphic Design
Experience
The Public Good Projects May 2015 - Present
Freelance September 2006 - Present
Playground September 2014 - January 2015
Proactive Software Systems May 2013 - January 2015
IA Clarington Investments July 2014 - September 2014
WaySpa July 2013 - August 2014
Strategic Marketing Solutions September 2012 - November 2013
Globacore Interactive Technologies November 2011 - May 2012
Skills
Graphic Design, Illustrator, Typography, Graphics, InDesign, Logo Design, Posters, Corporate Identity, Illustration, Layout, Adobe Creative Suite, User Interface Design, Web Design, Brochures, After Effects, Visual Communication, Vector Illustration, Branding & Identity, Squarespace, Web Interface Design, Product Development, Branding
Education
Ontario College of Art and Design 2006 — 2011
Bachelor, Graphic Design
The Public Good Projects May 2015 - Present
Freelance September 2006 - Present
Playground September 2014 - January 2015
Proactive Software Systems May 2013 - January 2015
IA Clarington Investments July 2014 - September 2014
WaySpa July 2013 - August 2014
Strategic Marketing Solutions September 2012 - November 2013
Globacore Interactive Technologies November 2011 - May 2012
Skills
Graphic Design, Illustrator, Typography, Graphics, InDesign, Logo Design, Posters, Corporate Identity, Illustration, Layout, Adobe Creative Suite, User Interface Design, Web Design, Brochures, After Effects, Visual Communication, Vector Illustration, Branding & Identity, Squarespace, Web Interface Design, Product Development, Branding
Education
Ontario College of Art and Design 2006 — 2011
Bachelor, Graphic Design
Anna Giannetta Ranieri's IA Clarington Investments Experience June 2015 - Present
Job Senior graphic designer at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments June 2015 - Present
CI Investments Inc. – Canada’s Investment Company June 2010 - June 2015
Invesco Trimark March 1997 - May 2010
Skills
Adobe Acrobat, Graphic Design, Corporate Branding, Brochures, Corporate Identity, Posters, Direct Mail, Creative Strategy, Creative Direction, Photoshop, Illustrator, Art Direction, QuarkXPress, Logo Design, Annual Reports, InDesign, Print, Adobe Creative Suite, Typography, Brand Development, User Interface Design, Layout, Packaging, User Experience, Advertising, Brand Implementation, Digital Photography, Graphics, Marketing
Education
Seneca College of Applied Arts and Technology 1994 — 1997
Design Arts, Graphic design
IA Clarington Investments June 2015 - Present
CI Investments Inc. – Canada’s Investment Company June 2010 - June 2015
Invesco Trimark March 1997 - May 2010
Skills
Adobe Acrobat, Graphic Design, Corporate Branding, Brochures, Corporate Identity, Posters, Direct Mail, Creative Strategy, Creative Direction, Photoshop, Illustrator, Art Direction, QuarkXPress, Logo Design, Annual Reports, InDesign, Print, Adobe Creative Suite, Typography, Brand Development, User Interface Design, Layout, Packaging, User Experience, Advertising, Brand Implementation, Digital Photography, Graphics, Marketing
Education
Seneca College of Applied Arts and Technology 1994 — 1997
Design Arts, Graphic design
Lawrence Ferron Lawrence Ferron's IA Clarington Investments Experience February 2012 - July 2013
Job Vice President, Product & Marketing at Manulife Financial
Industry Financial Services
Experience
Manulife Financial July 2013 - Present
IA Clarington Investments February 2012 - July 2013
Dynamic Funds / DundeeWealth Inc. September 2009 - February 2011
CIBC April 2007 - September 2009
CIBC Wood Gundy & CIBC Investor's Edge January 2002 - April 2007
Merrill Lynch Canada March 1998 - January 2002
Skills
Asset Managment, Product Marketing, Business Development, Financial Services, Retail Banking, Wealth Management, Management, Investments, Direct Marketing, Asset Management, Strategic Planning, Marketing Communications, Capital Markets, Portfolio Management, Strategy, Mutual Funds, Leadership, Email Marketing, Analytics, Digital Strategy, Marketing Strategy, Marketing, Financial Advisory, Digital Marketing, Risk Management, Business Strategy, Strategic Financial..., Mergers & Acquisitions, Relationship Management, Insurance, Financial Planning, Investment Strategies, Marketing Management
Education
Wharton Business School 2012 — 2013
Marketing Metrics: Linking Marketing to Finacial Consequences
Manulife Financial July 2013 - Present
IA Clarington Investments February 2012 - July 2013
Dynamic Funds / DundeeWealth Inc. September 2009 - February 2011
CIBC April 2007 - September 2009
CIBC Wood Gundy & CIBC Investor's Edge January 2002 - April 2007
Merrill Lynch Canada March 1998 - January 2002
Skills
Asset Managment, Product Marketing, Business Development, Financial Services, Retail Banking, Wealth Management, Management, Investments, Direct Marketing, Asset Management, Strategic Planning, Marketing Communications, Capital Markets, Portfolio Management, Strategy, Mutual Funds, Leadership, Email Marketing, Analytics, Digital Strategy, Marketing Strategy, Marketing, Financial Advisory, Digital Marketing, Risk Management, Business Strategy, Strategic Financial..., Mergers & Acquisitions, Relationship Management, Insurance, Financial Planning, Investment Strategies, Marketing Management
Education
Wharton Business School 2012 — 2013
Marketing Metrics: Linking Marketing to Finacial Consequences
Amar Dhanoya, CFA's IA Clarington Investments Experience 2013 - Present
Job Senior Investment Analyst at IA Clarington
Industry Investment Management
Experience
IA Clarington Investments 2013 - Present
Societe Generale Corporate & Investment Banking 2011 - 2012
Katonah Debt Advisors 2007 - 2008
BNP Paribas 2004 - 2007
Skills
Leveraged Finance, Capital Markets, Credit Analysis, Syndications, Portfolio Management
Education
The University of Western Ontario - Richard Ivey School of Business
MBA, Business Administration
Pepperdine University
BS, Business Administration
IA Clarington Investments 2013 - Present
Societe Generale Corporate & Investment Banking 2011 - 2012
Katonah Debt Advisors 2007 - 2008
BNP Paribas 2004 - 2007
Skills
Leveraged Finance, Capital Markets, Credit Analysis, Syndications, Portfolio Management
Education
The University of Western Ontario - Richard Ivey School of Business
MBA, Business Administration
Pepperdine University
BS, Business Administration
Carl Mustos's IA Clarington Investments Experience March 2015 - Present
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
Johnnie Lee's IA Clarington Investments Experience November 2012 - Present
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 Investments Experience April 2012 - Present
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
John Tam's IA Clarington Investments Experience May 2015 - Present
Job Vice President Sales at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments May 2015 - Present
Franklin Templeton Investments January 2011 - April 2015
Equitable Life May 2007 - January 2011
World Financial Group (WFG) October 2003 - June 2006
Skills
Investments, Insurance, Strategic Financial..., Retirement, Retirement Planning, Mutual Funds, Fixed Annuities, Term Life Insurance, Disability Insurance, Wealth Management, Pensions, Estate Planning, Financial Services, Financial Advisory, Team Leadership, Life Insurance, Investment Strategies, Investment Advisory, Wealth, CRM, Relationship Management, Financial Planners, Financial Planning
Education
University of Alberta 1995 — 2003
Bachelor, Fine Arts and Design
IA Clarington Investments May 2015 - Present
Franklin Templeton Investments January 2011 - April 2015
Equitable Life May 2007 - January 2011
World Financial Group (WFG) October 2003 - June 2006
Skills
Investments, Insurance, Strategic Financial..., Retirement, Retirement Planning, Mutual Funds, Fixed Annuities, Term Life Insurance, Disability Insurance, Wealth Management, Pensions, Estate Planning, Financial Services, Financial Advisory, Team Leadership, Life Insurance, Investment Strategies, Investment Advisory, Wealth, CRM, Relationship Management, Financial Planners, Financial Planning
Education
University of Alberta 1995 — 2003
Bachelor, Fine Arts and Design
stephen goepel's IA Clarington Investments Experience February 2008 - Present
Job Vice President Sales at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments February 2008 - Present
Canaccord Genuity Inc. September 2006 - February 2008
TD Wealth Management February 1998 - September 2006
Education
The University of British Columbia
IA Clarington Investments February 2008 - Present
Canaccord Genuity Inc. September 2006 - February 2008
TD Wealth Management February 1998 - September 2006
Education
The University of British Columbia