Independent Order of Foresters
The Independent Order of Foresters is a fraternal organization, now based in Toronto, Ontario, Canada, and operating under the brand name Foresters Financial. Subsidiaries: Forester Holdings (Europe) Limited, CEO: Sonia A. Baxendale (Jul 2017–), Michael Stramaglia (Jul 2017–)
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Independent Order of Foresters Employees
RBC 2012 - Present
HomEquity Bank, formerly Canadian Home Income Plan Corporation (CHIP) 2001 - 2012
Independent Order of Foresters 2000 - 2001
CIBC 1999 - 2000
Investors Group Financial Services Inc. 1996 - 1999
Vancouver Capital Corporation 1994 - 1996
International Investment Properties 1993 - 1995
Royal Trust 1993 - 1993
Kirk Capital Corporation 1992 - 1993
Skills
Investment Advisory, Portfolio Management, Strategic Planning, Investment Strategies, Financial Advisory, Securities, Leadership, Retirement, Asset Managment, Finance, Asset Allocation, Wealth Management..., Retirement Savings, High Net Worth..., Asset Management, Relationship Management, Mortgage Marketing, Sales, Management
Education
Iva Driebergen 1986 — 1988
Masterson and Associates January 2007 - Present
Independent Order of Foresters April 2003 - April 2007
American Family Insurance May 1999 - April 2003
Lockheed Martin 1995 - 1999
General Dynamics 1993 - 1995
Skills
Outlook, Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Multiple proprietary..., Access, Creative Income..., SmileBox Video, InfoPath Designer, OneNote, SharePoint, Silverlight, Picaboo and 4 other...
Education
San Diego State University-California State University 1988 — 2002
Bachelor of Science (B.S.), Political Science/English Literature
Wichita North High School 1970 — 1974
General Sudies
Sun Life Financial November 2012 - Present
Bermuda Monetary Authority September 2007 - September 2011
Ernst & Young April 2004 - June 2007
Fidelity Investments August 2001 - October 2003
Independent Order of Foresters January 2000 - August 2001
CIBC June 1998 - January 2000
National Trust May 1996 - May 1998
Towers Watson June 1990 - May 1996
Skills
Performance Management, Talent Management, Change Management, Employee Engagement, Succession Planning, Coaching, Executive Coaching, Human Resources, Organizational Design, Onboarding, Strategic Planning, HR Transformation, HR Policies, Talent Acquisition, Strategy, Management Development, Leadership, Career Development, Personnel Management, Employer Branding, Employee Benefits, HRIS, Recruiting
Education
Carleton University 1981 — 1984
Legacy Oak Financial Services August 2007 - Present
MetLife Securites August 2007 - Present
Nationwide Financial August 2006 - August 2007
Independent Order of Foresters June 2002 - June 2006
Skills
Retirement, Investments, Mutual Funds, Financial Advisory, Finance, Securities, Insurance, Financial Services, Wealth, Long Term Care Insurance, Health Insurance, Medicare Supplements, Life Insurance
Education
Texas Tech University
The American College
Hays June 2015 - Present
Hays July 2012 - Present
Hays February 2012 - Present
Fulcrum Search Science August 2011 - February 2012
Independent Order of Foresters September 2010 - August 2011
AppleOne August 2010 - September 2010
BMO Financial Group 2002 - 2009
Skills
Communication, Customer Service, Market Research, Recruitment/Retention, Talent Acquisition, Interviewing, Technical Recruiting, Employee Relations, Interviews, Permanent Placement, Personnel Management, Temporary Staffing, Sourcing, Human Resources, Recruiting, Performance Management, Management, Recruitment Advertising, Contract Recruitment, Temporary Placement, Time Management, Leadership, Screening Resumes, Negotiation, Executive Search, Team Building
Education
Humber College 2010 — 2010
Specialized Certificate, Human Resource Management
York University 2005 — 2009
Honours BA, Sociology
LifeTyme Financial, LLC. January 2014 - Present
AllStar Financial Group LLC. May 2011 - Present
AllStar Financial Advisors, LLC. January 2012 - 2014
World Financial Group (WFG) June 2001 - April 2011
Loan Mod Exposed 2009 - April 2010
World Marketing Alliance March 1994 - April 2002
Independent Order of Foresters January 1993 - June 1994
Water Resources International October 1988 - June 1993
US Navy July 1978 - July 1982
Skills
Public Speaking, Training & Development, Team Motivator, Insurance, Financial Planning, Annuity, Retirement, Small Business, Insurance Planning, Business Planning, Term Life Insurance, Coaching, Investment Advisor..., Fixed Annuities, Employee Training, Strategic Financial..., Financial Planners, Start-ups, Entrepreneurship, Team Building, New Business Development, Life Insurance, Investments, Marketing, Sales, Wealth, Retirement Planning, Financial Services, Long-term Care, Estate Planning, Leadership, 401k Rollovers, Wealth Management, Financial Advisory, Wealth Accumulation, Investment Advisory, IRAs, Whole Life, Investment Strategies, Series 6, Universal Life, 401k, Disability Insurance, Roth IRA, Securities, Long Term Care Insurance, Personal Finance, Mutual Funds, Personal Financial..., College Savings Plans
Education
University of Phoenix 2004 — 2006
Associates
Central High 1967 — 1974
High School Diploma
Mr. Data Computer Services January 1995 - Present
Trinitech of Florida July 1994 - January 2002
Independent Order of Foresters January 1993 - July 1997
Skills
Community Outreach, Event Planning, Short Sales, Training, Sales, Budgets, Customer Service, Marketing, Strategic Planning, Marketing Strategy, Solution Selling, Public Safety, New Business Development, Event Management, Insurance, Small Business, Entrepreneurship, Online Marketing, Management, Direct Sales, Networking, Email Marketing, B2B, Start-ups, Coaching, Business Development, Team Building, Public Speaking, Sales Management, Account Management, Social Media Marketing, Contract Negotiation, Social Networking, Product Marketing, Negotiation, Leadership, Strategic Partnerships, Selling, Advertising, Program Management
Education
Oberlin College, M.A.T. candidate 1966 — 1967
Bachelor of Arts candidate, Pre-Medicine/Pre-Medical Studies
Union College (KY) 1964 — 1967
BA & MAT candidate, Biology, Premedical, & Teaching
Senior Market Sales 2011 - Present
Smith Financial Planning Services, Inc. January 2007 - Present
Foresters Financial Partners 2007 - Present
Foresters Equity Services, Inc. 1986 - Present
Independent Order Of Foresters November 1981 - December 2006
Skills
Life Insurance, Investments, Financial Advisory, Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Insurance, 401k, Wealth, IRAs, Financial Planners, Securities, Wealth Accumulation, Roth IRA, Retirement, Estate Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investment Advisory, Health Insurance, Critical Illness, Employee Benefits, Whole Life, Asset Allocation, Long Term Care Insurance, Brokers, Pensions, Universal Life, 401k Rollovers, Underwriting, Small Business, Finance, Series 63, Series 6, Financial Services, Variable Annuities, Personal Finance, Series 7, Portfolio Management, Personal Financial..., Investment Strategies, Wealth Management..., Series 65, Asset Management, High Net Worth..., FINRA, Income Protection
Education
Case Western Reserve University 1979 — 1981
Transportation & Logistics & Business Mgmt.
Cuyahoga Community College 1977 — 1979
Associate of Arts, Social Science
Self-employed May 2007 - Present
Bloomfield Hills Assisted Living May 2007 - Present
Independent Order of Foresters January 2003 - January 2007
Fifth Third Securities March 2001 - April 2003
Skills
Alzheimer's Care, Dementia Care, Bipolar Disorder, Schizophrenia, Hospice, Palliative, &..., Elder Care, Psychiatry, Home Care, Developmental..., Long-term Care, Acute Care, Mental Health Care, Diabetes Care, Healthcare Management, Fundraising, Case Managment
Education
Eastern Michigan University
Bachelor of Science, Human Development
Prudential Financial March 2012 - June 2015
New York Life Insurance Company January 2001 - March 2012
New York Life Insurance Company December 2006 - December 2008
New York Life Insurance Company February 2001 - December 2006
Kansas City Life Insurance Company / Baron Financial Group,LLC October 1997 - May 2001
Independent Order of Foresters 1992 - 1997
Skills
Retirement Planning
Education
Missouri State University
IAEA September 2014 - Present
Westinghouse Electric Company June 2011 - September 2014
Atomic Energy of Canada Limited 2007 - 2011
AREVA NP March 2006 - November 2006
Independent Order of Foresters 2005 - 2005
SECOR 2003 - 2005
Brian Monaghan & Associates 1998 - 2003
Imation IMAX Theater 1995 - 1998
KPMG Advisory June 1993 - June 1995
IMAX Corporation 1988 - 1991
Skills
Business Development, Nuclear, Manufacturing, Competitive Analysis, Power Generation, Engineering, Strategy, Restructuring, Energy, Procurement, Management Consulting, Power Plants, Engineering Management, Business Transformation, Project Engineering, Business Strategy, Joint Ventures, Finance, Factory, Renewable Energy, Marketing Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1982 — 1983
M.B.A., Finance
Université de Montréal - Ecole polytechnique de Montréal 1977 — 1979
M.A.Sc., Nuclear Engineering
University of Toronto 1973 — 1977
B.A.Sc, Engineering Science
Manulife January 2015 - Present
Desjardins Financial Security Independent Network 2005 - 2014
Desjardins Financial Security Indepedent Network 2004 - 2014
Independent Order of Foresters 2002 - 2003
RBC 1989 - 2002
Skills
Manulife One, Residential Mortgages, Home Equity Lines of..., Mortgage Lending, Banking, Cash Flow Management, Financial Services, Financial Planning, Critical Illness, Retirement Planning, Retirement, Employee Benefits, Disability Insurance, Financial Planners, Investments, Wealth Management, Estate Planning, Mutual Funds, Strategic Financial..., Long-term Care, Insurance, Fixed Annuities, Investment Strategies, Financial Advisory, Wealth, Term Life Insurance, Insurance Planning, Long Term Care, Group Benefits
Education
Trent University 1992 — 1993
Finance and Marketing
Canadore College 1986 — 1988
Diploma, Broadcast Journalism
Manheim November 2013 - Present
Manheim March 2013 - November 2013
Manheim December 2010 - March 2013
Manheim December 2009 - December 2010
Manheim September 2006 - December 2009
Cox Enterprises June 2004 - September 2006
Independent Order of Foresters June 1999 - May 2004
Skills
Contract Negotiation, Event Planning, Sponsorship, Trade Shows, Marketing, Budgets, Customer Satisfaction, Customer Service, Event Management, Marketing Strategy, Meeting Planning, Strategy, Training, Vendor Management, CRM, Account Management
Education
University of North Carolina 1995 — 1999
BS, Management & Marketing
FFP Insurance Services, Inc. January 2007 - Present
Foresters 2000 - 2006
Independent Order of Foresters 2000 - 2006
First Delaware Insurance Company 1991 - 1994
Skills
Retirement Planning, Disability Insurance, Life Insurance, Fixed Annuities, Retirement, Long-term Care, Insurance
Education
The American College 1986 — 2007
CLU, ChFC
Shippensburg University of Pennsylvania 1975 — 1979
Foresters August 2014 - Present
Foresters August 2012 - July 2014
Dion Durrell & Associates September 2009 - July 2012
AEGON April 2005 - September 2008
Aegon Canada January 2005 - September 2008
Transamerica Life January 2002 - March 2005
Aegon October 1997 - December 2002
IOF Foresters 1979 - 1997
Independent Order of Foresters 1979 - 1997
Skills
Pensions, Actuarial Science, Fixed Annuities, Reinsurance, Insurance, Asset Management, ALM, Finance, Financial Advisory, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Life Insurance, Mergers, Retirement, Risk Management, Solvency II, Strategic Financial..., Underwriting, Wealth Management, Portfolio Management, Financial Modeling, Strategic Planning, Mutual Funds, Enterprise Risk..., Valuation
Education
University of Waterloo 1976 — 1979
Bachelor of Mathematics, Actuarial Science
Queen's University 1975 — 1979
State Farm Insurance May 2009 - Present
Independent Order of Foresters 2001 - 2008
Foresters 2001 - 2008
Prudential Insurance December 1996 - April 2001
Skills
Investments, Sales, Financial Services, Banking, Training, Term Life Insurance, Retirement, Retirement Planning, Insurance, Strategic Financial..., Fixed Annuities, Disability Insurance, Long-term Care, Mutual Funds, Estate Planning
Education
Cleveland State University 1980 — 1982
MA, Education Administration
Ashland University 1971 — 1975
BS, Education
Irish Cultural and Learning Foundation February 2015 - Present
Glendale Community College April 2015 - Present
Glendale Community College January 2009 - Present
Glendale Community College January 1988 - Present
Irish Culture and Learning Foundation 2011 - January 2015
Independent Order of Foresters June 2005 - June 2009
Glendale Community College July 2002 - January 2009
Skills
Higher Education, Teaching, Public Speaking, Change Management, Leadership Development, Adult Education, Coaching, Analysis, Staff Development, Research, Instructional Design, Marketing, Leadership, Workshop Facilitation, Nonprofits, Organizational..., Fundraising, E-Learning
Education
Arizona State University 1975 — 1979
M. Sc, Human Nutrition Research
Arizona State University 1973 — 1975
B.S., Nutrition
Emphasis Communication and Marketing September 2000 - Present
Growing Communities Healthcare Alliance 2009 - 2010
Lakeridge Health 2001 - 2009
Independent Order of Foresters 1999 - 2001
Skills
Public Relations, Strategic Communications, Stakeholder Relations, Marketing Research, Media Relations, Marketing Communications, Corporate Communications, Issues Management, Government Relations, Community Relations, Press Releases, Communications Strategy, Communications Planning, Politics, Non-profits, Community Outreach, Research, Board Development, Organizational Change, Organizational..., Nonprofits, Stakeholder Management, Government, Policy, Community Development, Fundraising, Change Management, Strategic Planning
Education
McMaster University 1976 — 1979
MBA, Marketing and Market Research
Mount Allison University 1973 — 1976
BA, Economics
Ontario College of Art and Design
N/A, Design
Fox Premier Meetings and Incentives June 2012 - April 2014
CUNA Mutual Group June 2007 - April 2014
CUNA Mutual Group February 2004 - June 2007
Independent Order of Foresters May 2002 - December 2003
PunchStock January 2001 - January 2002
Home Savings Bank February 1994 - November 2000
Skills
Trade Shows, Event Planning, Venue Research, Location Intelligence, Contract Negotiation, Meeting Planning, Conference Planning, Budget Management, Corporate Events, Budgets
Education
Cardinal Stritch University
Bachelors, Business Management
Madison Area Technical College
Arts & Science Associates Degree, Photography
Allstate December 2013 - August 2014
USAA June 2010 - March 2013
Creative Marketing International Corporation October 2006 - April 2009
USBancorp Investments and Insurance January 2004 - September 2006
Independent Order of Foresters December 2001 - December 2003
Independent Representative October 1992 - December 2001
United States Air Force September 1982 - September 1992
Bureau of Indian Affairs August 1981 - August 1982
Homedale Idaho School District August 1980 - August 1981
Skills
Fixed Annuities, Insurance, Mutual Funds, Investments, Series 7, Life Insurance, Health Insurance, Sales, Small Business, Management, Long Term Care Insurance, Strategic Financial..., Customer Service, Portfolio Management, Bonds
Education
University of Oklahoma 1985 — 1988
MA, International Relations
Brigham Young University 1973 — 1980
BS, Elementary Education
Loblaw Companies Limited July 2005 - Present
Dofasco May 2004 - June 2005
Independent Order of Foresters May 1999 - June 2004
Skills
IT Audit, CISA, Sarbanes-Oxley Act, Information Technology, Risk Assessment, IT Strategy, SDLC, SAP, Internal Controls, Information Security, Risk Management, COBIT, Business Continuity, Internal Audit
Education
DeVry University 1994 — 1997
B.Sc., Computer Science
Louisiana Department of Agriculture & Forestry December 2010 - Present
Rogers Smith, Inc. Companies October 2003 - December 2010
Southeastern Louisiana University June 2002 - July 2003
Independent Order of Foresters April 2001 - May 2002
Bank August 1998 - April 2001
Skills
Mergers & Acquisitions, Analysis, Management, Accounting, Finance, Sales, Banking, Investments, Internal Controls, Employee Benefits, Policy, Financial Analysis, Financial Services, Microsoft Excel, Research
Education
Southeastern Louisiana University
Master, Business Administration
Southeastern Louisiana University
Bachelor of Arts, Business Management