Mackenzie Financial Corporation
Industry: Financial services company
DescriptionMackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients. CEO: Barry McInerney (May 6, 2016–) Parent organization: IGM Financial Headquarters: Toronto, Canada Number of employees: 1,000 Subsidiaries: Mackenzie Institutional, Saxon Financial Inc., Locations: Vancouver, Montreal, Calgary
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Mackenzie Financial Corporation Employees
Employee
Years
Job
Industry
Jayprakash Shah Jayprakash Shah's Mackenzie Financial Corporation Experience January 1998 - March 2010
Job Financial Services Professional
Industry Financial Services
Experience
any large corporation MANAGER ACCOUNTS PAYABLEMackenzie InvestmentsSeptember 1998 - March 2010
Mackenzie Financial Corporation January 1998 - March 2010
MAC COSMETICS TORONTO January 1993 - January 1998
Skills
Accounts Payable, EXCELLENT IN INTERNAL..., EXCELLENT IN VENDOR..., EXCELLENT WITH..., EXCELLENT IN CANADIAN..., EXCELLENT WITH ALL..., Management, Accounting, Auditing, Financial Analysis, Financial Reporting, General Ledger, Internal Audit, Internal Controls
Education
Gujarat University 1965 — 1972
M.COMM, ACCOUNTING FINANCE
Gujarat State University
Masters Degree, Accounting; Accounting and Finance
any large corporation MANAGER ACCOUNTS PAYABLEMackenzie InvestmentsSeptember 1998 - March 2010
Mackenzie Financial Corporation January 1998 - March 2010
MAC COSMETICS TORONTO January 1993 - January 1998
Skills
Accounts Payable, EXCELLENT IN INTERNAL..., EXCELLENT IN VENDOR..., EXCELLENT WITH..., EXCELLENT IN CANADIAN..., EXCELLENT WITH ALL..., Management, Accounting, Auditing, Financial Analysis, Financial Reporting, General Ledger, Internal Audit, Internal Controls
Education
Gujarat University 1965 — 1972
M.COMM, ACCOUNTING FINANCE
Gujarat State University
Masters Degree, Accounting; Accounting and Finance
Nandita Das Nandita Das's Mackenzie Financial Corporation Experience September 1997 - June 1998
Job Associate Professor of Finance, Delaware State University
Industry Higher Education
Experience
HFH Planning Inc. May 2015 - Present
Delaware State University August 2010 - Present
Wilkes University August 2005 - August 2010
Bloomsburg University August 2003 - August 2005
Mackenzie Financial Corporation September 1997 - June 1998
National Dairy Development Board 1986 - 1993
Skills
Investments, Hedge Fund, Financial Literacy..., Financial Analysis, Financial Modeling, Corporate Governance, Entrepreneurship, Instructional Design, Statistics, Curriculum Development, Hedge Funds, Finance
Education
Lehigh University 1998 — 2003
PhD (Business & Economics), MS (Economics)
University of Saskatchewan 1995 — 1997
MBA, Finance
Gujarat Agricultural University 1981 — 1985
Bachelor of Science (B.Sc.), Dairy Science
HFH Planning Inc. May 2015 - Present
Delaware State University August 2010 - Present
Wilkes University August 2005 - August 2010
Bloomsburg University August 2003 - August 2005
Mackenzie Financial Corporation September 1997 - June 1998
National Dairy Development Board 1986 - 1993
Skills
Investments, Hedge Fund, Financial Literacy..., Financial Analysis, Financial Modeling, Corporate Governance, Entrepreneurship, Instructional Design, Statistics, Curriculum Development, Hedge Funds, Finance
Education
Lehigh University 1998 — 2003
PhD (Business & Economics), MS (Economics)
University of Saskatchewan 1995 — 1997
MBA, Finance
Gujarat Agricultural University 1981 — 1985
Bachelor of Science (B.Sc.), Dairy Science
Fred Elkins Fred Elkins's Mackenzie Financial Corporation Experience September 2005 - January 2007
Job Director Reinsurance Finance at London life / GreatWest Lifeco Inc
Industry Financial Services
Experience
London life / Great-West Lifeco Inc January 2012 - Present
Finance Banter July 2009 - Present
Elkins, Riddolls and Associates April 2002 - Present
Mackenzie Financial Corporation September 2005 - January 2007
First Data Corporation November 2001 - July 2005
Bank of Montreal June 1996 - November 2001
Skills
Team Building, Financial Planning, Strategy Development, Process Engineering, Financial Processes, Business Planning, Business Strategy, New Business Development, Strategic Planning, Management Consulting, P&L Management, Problem Solving, Financial Reporting, Forecasting, Accounting, Leadership Development, Start-ups, Team Leadership, Budgeting, Financial Analysis, Strategic Partnerships, Business Analysis, Planning, Cash Flow, Budgets, Strategic Financial..., Strategy, Risk Management, Finance, Project Planning, Executive Management, Mergers & Acquisitions, Financial Modeling, Investments, Due Diligence, Wealth Management, Private Equity, Financial Services, Corporate Finance, Asset Management
Education
Certified General Accountants 2001 — 2001
CGA, Accounting
CFA Institute 1996 — 1998
CFA, Finance
McMaster University 1994 — 1996
MBA, Finance and Accounting
London life / Great-West Lifeco Inc January 2012 - Present
Finance Banter July 2009 - Present
Elkins, Riddolls and Associates April 2002 - Present
Mackenzie Financial Corporation September 2005 - January 2007
First Data Corporation November 2001 - July 2005
Bank of Montreal June 1996 - November 2001
Skills
Team Building, Financial Planning, Strategy Development, Process Engineering, Financial Processes, Business Planning, Business Strategy, New Business Development, Strategic Planning, Management Consulting, P&L Management, Problem Solving, Financial Reporting, Forecasting, Accounting, Leadership Development, Start-ups, Team Leadership, Budgeting, Financial Analysis, Strategic Partnerships, Business Analysis, Planning, Cash Flow, Budgets, Strategic Financial..., Strategy, Risk Management, Finance, Project Planning, Executive Management, Mergers & Acquisitions, Financial Modeling, Investments, Due Diligence, Wealth Management, Private Equity, Financial Services, Corporate Finance, Asset Management
Education
Certified General Accountants 2001 — 2001
CGA, Accounting
CFA Institute 1996 — 1998
CFA, Finance
McMaster University 1994 — 1996
MBA, Finance and Accounting
Christina Gellos Christina Gellos's Mackenzie Financial Corporation Experience 2004 - 2006
Job Human Resources Consultant at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments May 2012 - Present
Mackenzie Investments 2006 - April 2012
Mackenzie Financial Corporation 2004 - 2006
Skills
Talent Management, Performance Management, Employee Engagement, Onboarding, HRIS, Recruiting, Talent Acquisition, Deferred Compensation, Training, Human Resources, Leadership, Relationship Management, Employee Relations, Workforce Planning, Interviews, Employee Benefits, Technical Recruiting, Organizational..., Coaching, Career Development
Education
Ryerson University 2000 — 2005
BComm, Human Resources Management, Finance
Mackenzie Investments May 2012 - Present
Mackenzie Investments 2006 - April 2012
Mackenzie Financial Corporation 2004 - 2006
Skills
Talent Management, Performance Management, Employee Engagement, Onboarding, HRIS, Recruiting, Talent Acquisition, Deferred Compensation, Training, Human Resources, Leadership, Relationship Management, Employee Relations, Workforce Planning, Interviews, Employee Benefits, Technical Recruiting, Organizational..., Coaching, Career Development
Education
Ryerson University 2000 — 2005
BComm, Human Resources Management, Finance
Isabelle Gilbert Isabelle Gilbert's Mackenzie Financial Corporation Experience 1998 - 2000
Job Adjointe en placements at Financière Banque Nationale
Industry Investment Management
Experience
Financière Banque Nationale March 2014 - Present
RBC Dominion Securities August 2004 - February 2014
Assante Gestion de Patrimoine September 2003 - August 2004
GE Europe September 2001 - August 2003
Mackenzie financial corporation 1998 - 2000
Skills
Equities, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Investment Advisory, Fixed Income, Investments, Securities
Education
Université Laval 1993 — 1996
Baccalauréat en administration des affaires, Finances
Financière Banque Nationale March 2014 - Present
RBC Dominion Securities August 2004 - February 2014
Assante Gestion de Patrimoine September 2003 - August 2004
GE Europe September 2001 - August 2003
Mackenzie financial corporation 1998 - 2000
Skills
Equities, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Investment Advisory, Fixed Income, Investments, Securities
Education
Université Laval 1993 — 1996
Baccalauréat en administration des affaires, Finances
Fraser Donnell Fraser Donnell's Mackenzie Financial Corporation Experience 1986 - 1998
Job Executive Director and Sr. Talent Acquisition Leader
Industry Human Resources
Experience
Donnell Consulting May 2013 - Present
Simon Fraser University April 2009 - Present
CGI January 2010 - May 2013
BlackBerry April 2009 - January 2010
BlackBerry December 2006 - April 2009
RBC Financial Group June 2004 - December 2006
W5 Staffing 1999 - 2004
GSI Group 1998 - 1999
Mackenzie Financial Corporation 1986 - 1998
Skills
Talent Acquisition, Change Leadership, Strategic Planning, Workforce Planning, Recruitment/Retention, Strategic Sourcing, Organizational Design, Organizational Structure, Recruitment Advertising, Business Process, Performance Improvement, Team Management, Remote Team Management, Employer Branding, Social Media, Vendor Management, Employee Engagement, Change Management, Recruiting, Process Improvement, Organizational..., Consulting, Strategy, Talent Management, Virtual Teams, Leadership, Human Resources, Business Strategy, Cross-functional Team..., Program Management, Organizational..., Management, Training, Management Consulting, Temporary Placement, Personnel Management, Operations Management, Governance, Performance Management, Sourcing, Business Process..., Applicant Tracking..., Onboarding, CRM, Executive Search, IT Management, Resource Management, Employee Relations, Negotiation, Telecommunications
Education
Canadian Securities Institute 1995 — 1995
CSC, Investments and Finance
Ryerson University 1984 — 1985
Donnell Consulting May 2013 - Present
Simon Fraser University April 2009 - Present
CGI January 2010 - May 2013
BlackBerry April 2009 - January 2010
BlackBerry December 2006 - April 2009
RBC Financial Group June 2004 - December 2006
W5 Staffing 1999 - 2004
GSI Group 1998 - 1999
Mackenzie Financial Corporation 1986 - 1998
Skills
Talent Acquisition, Change Leadership, Strategic Planning, Workforce Planning, Recruitment/Retention, Strategic Sourcing, Organizational Design, Organizational Structure, Recruitment Advertising, Business Process, Performance Improvement, Team Management, Remote Team Management, Employer Branding, Social Media, Vendor Management, Employee Engagement, Change Management, Recruiting, Process Improvement, Organizational..., Consulting, Strategy, Talent Management, Virtual Teams, Leadership, Human Resources, Business Strategy, Cross-functional Team..., Program Management, Organizational..., Management, Training, Management Consulting, Temporary Placement, Personnel Management, Operations Management, Governance, Performance Management, Sourcing, Business Process..., Applicant Tracking..., Onboarding, CRM, Executive Search, IT Management, Resource Management, Employee Relations, Negotiation, Telecommunications
Education
Canadian Securities Institute 1995 — 1995
CSC, Investments and Finance
Ryerson University 1984 — 1985
Pierre Colas Pierre Colas's Mackenzie Financial Corporation Experience November 2002 - April 2003
Job Bilingual Financial Services Advisor
Industry Financial Services
Experience
Business Financial Services & Double Check Income Tax May 2008 - Present
President’s Choice Master Card (PCMC) – Resolve Corporation July 2007 - May 2008
Marsh Canada – Business & Enterprise Group September 2006 - February 2007
Business Financial Services/Double Check Income Tax November 2004 - August 2006
CIBC World Markets - CIBC Asset Management (CM Investment Management) February 2004 - November 2004
Mackenzie Financial Corporation November 2002 - April 2003
International Financial Data Services (IFDS) / DST CANADA INC February 2001 - February 2002
Equifax Canada February 1999 - December 1999
Skills
Anti-Money Laundering..., Invoicing, Financial Services, French, Investment Banking, Management, Talent Acquisition, Team Leadership, Training, Credit, Customer Service, Finance, Leadership, CRM, Risk Management, Mutual Funds, Sales, Banking, Insurance, Investments, Accounts Receivable, Time Management, Technical Recruiting, Business Analysis, Talent Management
Education
Access Business Business College 2009 — 2010
Banking & Financial Services
Investment Funds Institute of Canada 2009 — 2009
I F I C, Mutual Fund
George Brown College 2006 — 2006
Canadian Securities Courses
George Brown College 2006 — 2006
Mortgage Agent
Register Insurance Broker of Ontario 2006 — 2006
R I B O
International Institute of Travel 1998 — 1998
Travel & Tourism
Algonquin College of Applied Arts and Technology 1992 — 1994
Convention & Meeting Management
Toronto School of Business 1989 — 1990
Hotel & Restaurant Management
Business Financial Services & Double Check Income Tax May 2008 - Present
President’s Choice Master Card (PCMC) – Resolve Corporation July 2007 - May 2008
Marsh Canada – Business & Enterprise Group September 2006 - February 2007
Business Financial Services/Double Check Income Tax November 2004 - August 2006
CIBC World Markets - CIBC Asset Management (CM Investment Management) February 2004 - November 2004
Mackenzie Financial Corporation November 2002 - April 2003
International Financial Data Services (IFDS) / DST CANADA INC February 2001 - February 2002
Equifax Canada February 1999 - December 1999
Skills
Anti-Money Laundering..., Invoicing, Financial Services, French, Investment Banking, Management, Talent Acquisition, Team Leadership, Training, Credit, Customer Service, Finance, Leadership, CRM, Risk Management, Mutual Funds, Sales, Banking, Insurance, Investments, Accounts Receivable, Time Management, Technical Recruiting, Business Analysis, Talent Management
Education
Access Business Business College 2009 — 2010
Banking & Financial Services
Investment Funds Institute of Canada 2009 — 2009
I F I C, Mutual Fund
George Brown College 2006 — 2006
Canadian Securities Courses
George Brown College 2006 — 2006
Mortgage Agent
Register Insurance Broker of Ontario 2006 — 2006
R I B O
International Institute of Travel 1998 — 1998
Travel & Tourism
Algonquin College of Applied Arts and Technology 1992 — 1994
Convention & Meeting Management
Toronto School of Business 1989 — 1990
Hotel & Restaurant Management
Donovan Dill Donovan Dill's Mackenzie Financial Corporation Experience October 1996 - September 1999
Job Youth Entrepreneurship Manager at Centennial College
Industry Marketing and Advertising
Experience
Centennial College September 2014 - Present
S.E.E. Promotions January 1992 - Present
Youth Employment Services YES March 2008 - September 2014
Chris Bosh Foundation Xmas Party 2005 - 2008
Mackenzie Financial Corp. 1996 - 2005
Toronto Raptors Foundation 1995 - 2004
Mackenzie Financial Corporation October 1996 - September 1999
CIBC September 1991 - November 1994
Skills
New Business Development, Workshop Facilitation, Fundraising, Event Planning, Marketing Communications, Public Speaking, Non-profits, Event Management, Social Media, Social Media Marketing, Coaching, Social Networking, Research, Community Outreach, Business Planning, Nonprofits, Entrepreneurship, Resume Writing, Project Management, Training, Business Development, Marketing Strategy, Management, Advertising, Program Management, Leadership, Time Management, Customer Service, Public Relations, Community Development, Budgets, Leadership Development, Grant Writing, Strategic Planning, Volunteer Management, Proposal Writing, Organizational..., Team Building, Team Leadership, Financial Advisory
Education
Acadia University 1987 — 1991
BA, Economics
North Toronto CI 1986 — 1987
Centennial College September 2014 - Present
S.E.E. Promotions January 1992 - Present
Youth Employment Services YES March 2008 - September 2014
Chris Bosh Foundation Xmas Party 2005 - 2008
Mackenzie Financial Corp. 1996 - 2005
Toronto Raptors Foundation 1995 - 2004
Mackenzie Financial Corporation October 1996 - September 1999
CIBC September 1991 - November 1994
Skills
New Business Development, Workshop Facilitation, Fundraising, Event Planning, Marketing Communications, Public Speaking, Non-profits, Event Management, Social Media, Social Media Marketing, Coaching, Social Networking, Research, Community Outreach, Business Planning, Nonprofits, Entrepreneurship, Resume Writing, Project Management, Training, Business Development, Marketing Strategy, Management, Advertising, Program Management, Leadership, Time Management, Customer Service, Public Relations, Community Development, Budgets, Leadership Development, Grant Writing, Strategic Planning, Volunteer Management, Proposal Writing, Organizational..., Team Building, Team Leadership, Financial Advisory
Education
Acadia University 1987 — 1991
BA, Economics
North Toronto CI 1986 — 1987
Lise Lau Lise Lau's Mackenzie Financial Corporation Experience July 1998 - May 2007
Job Assistant Manager/Recruiter/Trainer at Star
Industry Financial Services
Experience
Star May 2012 - Present
Markel Insurance Company of Canada May 2007 - September 2011
Mackenzie Financial Corporation July 1998 - May 2007
Canadian Financial Data Services March 1996 - March 1997
Skills
Business Process..., Management, Business Analysis, Budgets, Process Improvement, Financial Analysis, Team Building, Analysis, Change Management, Insurance, Team Leadership, Leadership, Training
Education
Concordia University 1993 — 1995
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Star May 2012 - Present
Markel Insurance Company of Canada May 2007 - September 2011
Mackenzie Financial Corporation July 1998 - May 2007
Canadian Financial Data Services March 1996 - March 1997
Skills
Business Process..., Management, Business Analysis, Budgets, Process Improvement, Financial Analysis, Team Building, Analysis, Change Management, Insurance, Team Leadership, Leadership, Training
Education
Concordia University 1993 — 1995
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Isabelle Gingras, C. Tran. (ATIO)'s Mackenzie Financial Corporation Experience January 2012 - Present
Job Manager, Translation at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Financial Corporation January 2012 - Present
Mackenzie Financial Corporation 2003 - January 2012
Mackenzie Financial Corporation October 1999 - 2003
Excellence French Communications Ltd. 1995 - 1999
Goodwill Vézina French Communications Ltd. 1993 - 1995
Northwest Industries Limited June 1992 - July 1992
Skills
French, Editing, English, Proofreading, Marketing Communications, Corporate Communications, Translation, Strategic Communications, Copywriting, Internal Communications, Training, Press Releases, Media Relations, Strategic Planning
Education
Concordia University 1989 — 1992
B.A., Translation
Champlain Regional College - Lennoxville, QC 1986 — 1989
College Diploma, General Studies, Translation
Mackenzie Financial Corporation January 2012 - Present
Mackenzie Financial Corporation 2003 - January 2012
Mackenzie Financial Corporation October 1999 - 2003
Excellence French Communications Ltd. 1995 - 1999
Goodwill Vézina French Communications Ltd. 1993 - 1995
Northwest Industries Limited June 1992 - July 1992
Skills
French, Editing, English, Proofreading, Marketing Communications, Corporate Communications, Translation, Strategic Communications, Copywriting, Internal Communications, Training, Press Releases, Media Relations, Strategic Planning
Education
Concordia University 1989 — 1992
B.A., Translation
Champlain Regional College - Lennoxville, QC 1986 — 1989
College Diploma, General Studies, Translation
Kazi Alam (Liton)'s Mackenzie Financial Corporation Experience December 1998 - March 2007
Job Shoppers Drug Mart (Head Office of Canada)
Industry Retail
Experience
Shoppers Drug Mart (National Head Office - Canada) March 2007 - Present
Mackenzie Financial Corporation December 1998 - March 2007
SITA September 1989 - October 1998
Education
New Port University, California 1985 — 1990
Bachelor of Science in Engg and Technology, Telecommunications Engineering
Hindustan Institute of Engineering and Technology 1985 — 1989
Bacholor of Engineering and Technology, Telecommunications Engineering
Dhaka Tejgoan College 1981 — 1983
HSC, science
The Bengali Medium High School 1978 — 1981
SSC, Science
Shoppers Drug Mart (National Head Office - Canada) March 2007 - Present
Mackenzie Financial Corporation December 1998 - March 2007
SITA September 1989 - October 1998
Education
New Port University, California 1985 — 1990
Bachelor of Science in Engg and Technology, Telecommunications Engineering
Hindustan Institute of Engineering and Technology 1985 — 1989
Bacholor of Engineering and Technology, Telecommunications Engineering
Dhaka Tejgoan College 1981 — 1983
HSC, science
The Bengali Medium High School 1978 — 1981
SSC, Science
Jeff Bernstein Jeff Bernstein's Mackenzie Financial Corporation Experience 1999 - 2002
Job Chief Financial Officer at University of Toronto Schools
Industry Financial Services
Experience
University of Toronto Schools 2012 - Present
Reena Foundation 2011 - Present
Canadian Scholarship Trust Foundation 2004 - 2011
Children's Education Funds Inc. 2003 - 2003
Mackenzie Financial Corporation 1999 - 2002
Synergy Asset Management 1997 - 1999
CIBC Wood Gundy 1995 - 1997
Morgan Stanley 1994 - 1994
Enskilda Securities 1993 - 1993
KPMG 1990 - 1993
Skills
Executive Leadership, Change Management, Process Improvement, Integrated Systems, Enterprise Risk..., Strategic Planning, Budget Management, M&A due diligence &..., Board Reporting, Leadership, Budgets, Financial Reporting, Due Diligence, Integration, Forecasting, Management Consulting, Start-ups, Restructuring, Executive Management, Corporate Finance, Mergers & Acquisitions, Business Strategy, Financial Accounting, Business Planning, Accounting, Management, Auditing, Analysis, Internal Controls, Cash Flow, Banking, IFRS, Portfolio Management, Investments, Strategic Financial..., Managerial Finance, Financial Analysis, Risk Management, Financial Modeling
Education
UNISA 1989 — 1990
Bachelor of Commerce Honours
Rhodes University 1986 — 1988
Bachelor of Commerce
University of Toronto Schools 2012 - Present
Reena Foundation 2011 - Present
Canadian Scholarship Trust Foundation 2004 - 2011
Children's Education Funds Inc. 2003 - 2003
Mackenzie Financial Corporation 1999 - 2002
Synergy Asset Management 1997 - 1999
CIBC Wood Gundy 1995 - 1997
Morgan Stanley 1994 - 1994
Enskilda Securities 1993 - 1993
KPMG 1990 - 1993
Skills
Executive Leadership, Change Management, Process Improvement, Integrated Systems, Enterprise Risk..., Strategic Planning, Budget Management, M&A due diligence &..., Board Reporting, Leadership, Budgets, Financial Reporting, Due Diligence, Integration, Forecasting, Management Consulting, Start-ups, Restructuring, Executive Management, Corporate Finance, Mergers & Acquisitions, Business Strategy, Financial Accounting, Business Planning, Accounting, Management, Auditing, Analysis, Internal Controls, Cash Flow, Banking, IFRS, Portfolio Management, Investments, Strategic Financial..., Managerial Finance, Financial Analysis, Risk Management, Financial Modeling
Education
UNISA 1989 — 1990
Bachelor of Commerce Honours
Rhodes University 1986 — 1988
Bachelor of Commerce
Renata Dzuba Renata Dzuba's Mackenzie Financial Corporation Experience 1989 - 1998
Job Sr. Director, Corporate Actions at Kingsdale Shareholder Services
Industry Financial Services
Experience
B2B Bank September 2009 - January 2013
RBC Dexia Investor Services 2005 - 2008
RBC Dexia Investor Services 2000 - 2005
CIBC Mellon 1998 - 2000
Mackenzie Financial Corporation 1989 - 1998
Education
Ryerson University
University of Toronto at Scarborough
B2B Bank September 2009 - January 2013
RBC Dexia Investor Services 2005 - 2008
RBC Dexia Investor Services 2000 - 2005
CIBC Mellon 1998 - 2000
Mackenzie Financial Corporation 1989 - 1998
Education
Ryerson University
University of Toronto at Scarborough
Cynthia Kinsella Cynthia Kinsella's Mackenzie Financial Corporation Experience 2000 - 2001
Job Vice President, Employee Support Solutions Western Region at Shepell
Industry Human Resources
Experience
Shepell March 2013 - Present
PPC Canada 2006 - 2013
PPC Worldwide 2006 - 2010
TELUS 2004 - 2005
Accenture Business Services for Utilities 2001 - 2004
Mackenzie Financial Corporation 2000 - 2001
Ontario Teachers' Pension Plan 1997 - 2000
The Forum Corporation 1994 - 1997
Skills
Performance Management, Change Management, Coaching, New Business Development, Management, Strategic Planning, Strategy, Training, Leadership, Account Management, Team Building, Call Centers, Leadership Development, Public Speaking, Organizational...
Education
The University of British Columbia 1985 — 1989
BA, English
PW Mini
Shepell March 2013 - Present
PPC Canada 2006 - 2013
PPC Worldwide 2006 - 2010
TELUS 2004 - 2005
Accenture Business Services for Utilities 2001 - 2004
Mackenzie Financial Corporation 2000 - 2001
Ontario Teachers' Pension Plan 1997 - 2000
The Forum Corporation 1994 - 1997
Skills
Performance Management, Change Management, Coaching, New Business Development, Management, Strategic Planning, Strategy, Training, Leadership, Account Management, Team Building, Call Centers, Leadership Development, Public Speaking, Organizational...
Education
The University of British Columbia 1985 — 1989
BA, English
PW Mini
Andy Berry Andy Berry's Mackenzie Financial Corporation Experience July 1999 - August 2000
Job Manager, Customer Service at Nautel
Industry Telecommunications
Experience
Nautel April 2014 - Present
BlackBerry October 2010 - March 2014
Research In Motion May 2008 - October 2010
Research In Motion July 2005 - May 2008
Research In Motion November 2003 - May 2004
The Management Design Group April 1994 - January 2004
Rebus Digital Imaging August 2000 - February 2003
Mackenzie Financial Corporation July 1999 - August 2000
Mackenzie Financial Corporation January 1999 - July 1999
University of Guelph September 1996 - April 1998
Skills
Blackberry, ITIL v3 Foundations..., Building Relationships, Business Relationship..., Relationship Management, Committed to Customer..., Action Oriented, Influence Without..., Lateral Leadership, Cross-functional Team..., b2b, B2B, Leadership, Management, Blackberry Enterprise..., Project Management, Account Management, ITIL, Technical Support, Mobile Devices, Analysis, CRM, Integration, VoIP, Telecommunications, Mobile Technology, IT Service Management, Wireless, Team Leadership, Networking, Troubleshooting, BMC Remedy, Customer Satisfaction, Call Centers, Smartphones, Cloud Computing, Service Delivery, Enterprise Software, Solution Selling, SaaS, Vendor Management, Customer Experience, Product Management, Enterprise Mobility, Mobile Communications, Unified Communications, Mobile Device Management, Professional Services, Hardware
Education
University of Guelph 1994 — 1998
Doctoral Program, Philosophy (Epistemology), Degree not completed
University of Guelph 1993 — 1994
M.A, Philosophy
McMaster University 1988 — 1992
B.A (Hons), Philosophy, summa cum laude
Nautel April 2014 - Present
BlackBerry October 2010 - March 2014
Research In Motion May 2008 - October 2010
Research In Motion July 2005 - May 2008
Research In Motion November 2003 - May 2004
The Management Design Group April 1994 - January 2004
Rebus Digital Imaging August 2000 - February 2003
Mackenzie Financial Corporation July 1999 - August 2000
Mackenzie Financial Corporation January 1999 - July 1999
University of Guelph September 1996 - April 1998
Skills
Blackberry, ITIL v3 Foundations..., Building Relationships, Business Relationship..., Relationship Management, Committed to Customer..., Action Oriented, Influence Without..., Lateral Leadership, Cross-functional Team..., b2b, B2B, Leadership, Management, Blackberry Enterprise..., Project Management, Account Management, ITIL, Technical Support, Mobile Devices, Analysis, CRM, Integration, VoIP, Telecommunications, Mobile Technology, IT Service Management, Wireless, Team Leadership, Networking, Troubleshooting, BMC Remedy, Customer Satisfaction, Call Centers, Smartphones, Cloud Computing, Service Delivery, Enterprise Software, Solution Selling, SaaS, Vendor Management, Customer Experience, Product Management, Enterprise Mobility, Mobile Communications, Unified Communications, Mobile Device Management, Professional Services, Hardware
Education
University of Guelph 1994 — 1998
Doctoral Program, Philosophy (Epistemology), Degree not completed
University of Guelph 1993 — 1994
M.A, Philosophy
McMaster University 1988 — 1992
B.A (Hons), Philosophy, summa cum laude
Diana Horodecki's Mackenzie Financial Corporation Experience July 2001 - June 2002
Job Manager, IT Performance Management at Bluegreen Vacations
Industry Information Technology and Services
Experience
Bluegreen Vacations January 2015 - Present
PowerServe Electric Inc August 2006 - Present
Bluegreen Vacations March 2013 - December 2014
Campus Management October 2010 - March 2013
Campus Management September 2008 - October 2010
DICKEY CONSULTING SERVICES February 2005 - September 2008
Prevention and Compliance Services August 2002 - October 2004
MACKENZIE FINANCIAL CORPORATION July 2001 - June 2002
CI Investments 2000 - 2001
Skills
SharePoint, Visio, Account Management, CRM, Project Planning, Project Management, Business Analysis, Management, Budgets, Change Management, Analysis, Troubleshooting, Forecasting, Enterprise Software, Software Documentation, Databases, Sales, Operations Management, Vendor Management, Marketing, Process Improvement, Microsoft Excel, Leadership
Education
Brock University 1993 — 1998
Bachelor, Business Administration
Bluegreen Vacations January 2015 - Present
PowerServe Electric Inc August 2006 - Present
Bluegreen Vacations March 2013 - December 2014
Campus Management October 2010 - March 2013
Campus Management September 2008 - October 2010
DICKEY CONSULTING SERVICES February 2005 - September 2008
Prevention and Compliance Services August 2002 - October 2004
MACKENZIE FINANCIAL CORPORATION July 2001 - June 2002
CI Investments 2000 - 2001
Skills
SharePoint, Visio, Account Management, CRM, Project Planning, Project Management, Business Analysis, Management, Budgets, Change Management, Analysis, Troubleshooting, Forecasting, Enterprise Software, Software Documentation, Databases, Sales, Operations Management, Vendor Management, Marketing, Process Improvement, Microsoft Excel, Leadership
Education
Brock University 1993 — 1998
Bachelor, Business Administration
Jean-Francois Paquin's Mackenzie Financial Corporation Experience October 1999 - August 2001
Job
Industry Management Consulting
Experience
EY August 2014 - August 2015
EY April 2011 - August 2014
Creative Computing, Inc. March 2007 - April 2011
Self employed April 2006 - March 2007
Bose Corporation June 2005 - September 2005
Dunkin' Brands, Inc. August 2001 - March 2005
Mackenzie Financial Corporation October 1999 - August 2001
National Bank Financial February 1999 - June 1999
National Bank Financial December 1997 - February 1999
McCarthy Tétrault April 1997 - December 1997
Skills
Business Intelligence, Analytics, Enterprise Software, Integration, Data Modeling, Business Analysis, SQL, Management, Data Warehousing, Process Improvement, Forecasting, Performance Improvement, Business Process, Consulting, Master Data Management, Cross-functional Team..., Business Intelligence..., SAP, Performance Management, Analysis, Cognos, Data Analysis, Data Integration, Databases, ETL, Dashboard, Microsoft Excel, Leadership, Data Visualization, Data Quality, Data Profiling, Enterprise Information..., Vendor Management, Internal Audit, Microsoft Project, Oracle Database, Microsoft SQL Server, Information Architecture, Information Management, Health Information..., Benchmarking, Statistical Data..., Data Warehouse..., Data Architecture, Data Management, Healthcare Analytics, Carve-outs, Project Management
Education
University of Massachusetts Dartmouth 2003 — 2007
BS
College Andre-Grasset 1991 — 1993
EY August 2014 - August 2015
EY April 2011 - August 2014
Creative Computing, Inc. March 2007 - April 2011
Self employed April 2006 - March 2007
Bose Corporation June 2005 - September 2005
Dunkin' Brands, Inc. August 2001 - March 2005
Mackenzie Financial Corporation October 1999 - August 2001
National Bank Financial February 1999 - June 1999
National Bank Financial December 1997 - February 1999
McCarthy Tétrault April 1997 - December 1997
Skills
Business Intelligence, Analytics, Enterprise Software, Integration, Data Modeling, Business Analysis, SQL, Management, Data Warehousing, Process Improvement, Forecasting, Performance Improvement, Business Process, Consulting, Master Data Management, Cross-functional Team..., Business Intelligence..., SAP, Performance Management, Analysis, Cognos, Data Analysis, Data Integration, Databases, ETL, Dashboard, Microsoft Excel, Leadership, Data Visualization, Data Quality, Data Profiling, Enterprise Information..., Vendor Management, Internal Audit, Microsoft Project, Oracle Database, Microsoft SQL Server, Information Architecture, Information Management, Health Information..., Benchmarking, Statistical Data..., Data Warehouse..., Data Architecture, Data Management, Healthcare Analytics, Carve-outs, Project Management
Education
University of Massachusetts Dartmouth 2003 — 2007
BS
College Andre-Grasset 1991 — 1993
Andy Fegarty Andy Fegarty's Mackenzie Financial Corporation Experience April 1996 - September 2002
Job Director, Business Analysis at InvestorCOM
Industry Computer Software
Experience
InvestorCOM Inc. November 2012 - Present
Independent Consultant January 2012 - November 2012
Estates on the Hummingbird Ltd (Belize) August 2011 - October 2012
BPS Resolver Inc. August 2004 - December 2011
Manton Group 2004 - 2005
Mackenzie Financial Corporation April 1996 - September 2002
Skills
Product Marketing, Product Strategy, Product Management, product launch, Marketing Communications, Digital Marketing, Software Product..., Marketing Strategy, Financial Services..., Customer Relations, Risk Management, Risk Assessment, Business Strategy, Entrepreneurship, Software Marketing, Market Analysis, Strategic Planning, Competitive Analysis, Real Estate Development, Real Estate Investor, Project Management, Regulatory Requirements, Competitive Marketing..., Sales, Management, Financial Services, Strategy, Leadership, Marketing, Customer Service, Product Launch, CRM, Start-ups, Marketing Management, Integrated Marketing, Business Analysis, Team Management, Analysis, Business Process, Consulting, Enterprise Risk...
Education
University of Warwick - Warwick Business School 2002 — 2003
MBA, Marketing
University of Central Lancashire 1985 — 1989
BA, Business Studies
Campion School
Campion School
Canadian Securities Course
Dale Carnegie Course
InvestorCOM Inc. November 2012 - Present
Independent Consultant January 2012 - November 2012
Estates on the Hummingbird Ltd (Belize) August 2011 - October 2012
BPS Resolver Inc. August 2004 - December 2011
Manton Group 2004 - 2005
Mackenzie Financial Corporation April 1996 - September 2002
Skills
Product Marketing, Product Strategy, Product Management, product launch, Marketing Communications, Digital Marketing, Software Product..., Marketing Strategy, Financial Services..., Customer Relations, Risk Management, Risk Assessment, Business Strategy, Entrepreneurship, Software Marketing, Market Analysis, Strategic Planning, Competitive Analysis, Real Estate Development, Real Estate Investor, Project Management, Regulatory Requirements, Competitive Marketing..., Sales, Management, Financial Services, Strategy, Leadership, Marketing, Customer Service, Product Launch, CRM, Start-ups, Marketing Management, Integrated Marketing, Business Analysis, Team Management, Analysis, Business Process, Consulting, Enterprise Risk...
Education
University of Warwick - Warwick Business School 2002 — 2003
MBA, Marketing
University of Central Lancashire 1985 — 1989
BA, Business Studies
Campion School
Campion School
Canadian Securities Course
Dale Carnegie Course
Elaine Tham Elaine Tham's Mackenzie Financial Corporation Experience May 2005 - August 2005
Job Associate at DLA Piper (Canada) LLP
Industry Law Practice
Experience
DLA Piper (Canada) LLP, formerly Davis LLP February 2011 - Present
CHC Helicopter April 2008 - February 2011
Borden Ladner Gervais LLP August 2006 - April 2008
Mackenzie Financial Corporation May 2005 - August 2005
Skills
Legal Advice, Corporate Law, Mergers & Acquisitions, Corporate Finance, Finance, Corporate Governance, Legal Research, Joint Ventures, Due Diligence, Intellectual Property, Legal Writing, Securities Regulation, Mergers, Legal Assistance, Mediation, Commercial Litigation, Securities, Litigation, Civil Litigation, Alternative Dispute..., Business Development, Business Strategy
Education
University of Windsor 2003 — 2006
LLB, Law
The University of British Columbia 1998 — 2003
Bachelor's Degree, Commerce, Finance
DLA Piper (Canada) LLP, formerly Davis LLP February 2011 - Present
CHC Helicopter April 2008 - February 2011
Borden Ladner Gervais LLP August 2006 - April 2008
Mackenzie Financial Corporation May 2005 - August 2005
Skills
Legal Advice, Corporate Law, Mergers & Acquisitions, Corporate Finance, Finance, Corporate Governance, Legal Research, Joint Ventures, Due Diligence, Intellectual Property, Legal Writing, Securities Regulation, Mergers, Legal Assistance, Mediation, Commercial Litigation, Securities, Litigation, Civil Litigation, Alternative Dispute..., Business Development, Business Strategy
Education
University of Windsor 2003 — 2006
LLB, Law
The University of British Columbia 1998 — 2003
Bachelor's Degree, Commerce, Finance
Ria Banu Ria Banu's Mackenzie Financial Corporation Experience December 2008 - May 2009
Job Trust Accountant at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments January 2010 - August 2012
National Dispatch Services August 2009 - December 2009
Mackenzie Financial Corporation December 2008 - May 2009
Toronto Transit Commission December 2007 - September 2008
Ontario Ministry of Finance January 2007 - June 2007
Skills
Accounting, Account Reconciliation, Financial Accounting, Financial Analysis, Tax, Microsoft Excel, Auditing, Teamwork
Education
CSI 2012 — 2013
Canadian Securities Course (CSC)®
Royal Roads University 2001 — 2004
MBA, Digital Technologies of Management
Certified General Accountants of Ontario (CGA)
Level 3
National University of Bangladesh
Master's Degree, Major in Management
Mackenzie Investments January 2010 - August 2012
National Dispatch Services August 2009 - December 2009
Mackenzie Financial Corporation December 2008 - May 2009
Toronto Transit Commission December 2007 - September 2008
Ontario Ministry of Finance January 2007 - June 2007
Skills
Accounting, Account Reconciliation, Financial Accounting, Financial Analysis, Tax, Microsoft Excel, Auditing, Teamwork
Education
CSI 2012 — 2013
Canadian Securities Course (CSC)®
Royal Roads University 2001 — 2004
MBA, Digital Technologies of Management
Certified General Accountants of Ontario (CGA)
Level 3
National University of Bangladesh
Master's Degree, Major in Management
Ram Sriram M.Eng. CMC PMP's Mackenzie Financial Corporation Experience October 2008 - January 2010
Job Sr. Program Manager & Management Consultant
Industry Information Technology and Services
Experience
IBM Canada March 2010 - Present
Project Management Institute November 2011 - October 2012
Mackenzie Financial Corporation October 2008 - January 2010
CMC Canada 2008 - 2010
Exxon Mobil November 2007 - 2008
Bank of Montreal February 2006 - October 2007
Ministry of Government Services May 2003 - October 2005
PMI Lakeshore Chapter March 2003 - March 2005
Ministry of Government Services March 2001 - May 2002
American Express 1999 - 2001
Skills
Program Management, Project Management, Enterprise Software, Software Development..., Business Process..., Strategic Planning, Vendor Management, Global Sourcing, Business Transformation, Business Process..., PMO, PMP, IT Service Management, Project Planning, Project Portfolio..., Strategy, Integration, Governance, IT Strategy, SDLC, ERP, Business Analysis, Change Management, Project Delivery, ITIL, Outsourcing, IT Management, IT Outsourcing, Management Consulting, Business Process, Management, Resource Management, Service Delivery, Solution Architecture, Enterprise Architecture, Global Delivery, Requirements Analysis, Process Improvement, Consulting, Telecommunications, Software Project..., Leadership, Testing, Requirements Gathering, Information Technology, PMI, Business Intelligence, MS Project, Agile Project Management, Infrastructure
Education
Asian Institute of Technology 1979 — 1980
MEng., Computer Applications
National Institute of Technology Karnataka 1972 — 1977
BEng., Mechanical Engineering
Canadian Association of Management Consultants
CMC, Management Consulting
Project Management Institute
PMP, Project Management Professional
IBM Canada March 2010 - Present
Project Management Institute November 2011 - October 2012
Mackenzie Financial Corporation October 2008 - January 2010
CMC Canada 2008 - 2010
Exxon Mobil November 2007 - 2008
Bank of Montreal February 2006 - October 2007
Ministry of Government Services May 2003 - October 2005
PMI Lakeshore Chapter March 2003 - March 2005
Ministry of Government Services March 2001 - May 2002
American Express 1999 - 2001
Skills
Program Management, Project Management, Enterprise Software, Software Development..., Business Process..., Strategic Planning, Vendor Management, Global Sourcing, Business Transformation, Business Process..., PMO, PMP, IT Service Management, Project Planning, Project Portfolio..., Strategy, Integration, Governance, IT Strategy, SDLC, ERP, Business Analysis, Change Management, Project Delivery, ITIL, Outsourcing, IT Management, IT Outsourcing, Management Consulting, Business Process, Management, Resource Management, Service Delivery, Solution Architecture, Enterprise Architecture, Global Delivery, Requirements Analysis, Process Improvement, Consulting, Telecommunications, Software Project..., Leadership, Testing, Requirements Gathering, Information Technology, PMI, Business Intelligence, MS Project, Agile Project Management, Infrastructure
Education
Asian Institute of Technology 1979 — 1980
MEng., Computer Applications
National Institute of Technology Karnataka 1972 — 1977
BEng., Mechanical Engineering
Canadian Association of Management Consultants
CMC, Management Consulting
Project Management Institute
PMP, Project Management Professional
David E. Sharpe's Mackenzie Financial Corporation Experience 1996 - 2001
Job President & Chief Operating Officer at Bridging Finance Inc.
Industry Financial Services
Experience
Bridging Finance Inc. 2013 - Present
ROI Capital 2012 - 2013
CI Financial/Assante Wealth Management 2009 - 2012
Mutual Fund Dealers Association of Canada 2005 - 2009
Citigroup, Inc./Primerica Financial Services 2003 - 2005
B2B Trust 2001 - 2003
Mackenzie Financial Corporation 1996 - 2001
Borden & Elliot 1995 - 1996
Skills
Corporate Law, Securities, Compliance, Risk Assessment, Risk Management, Investigation, Operational Risk..., Policy, Privacy Law, Due Diligence, Enterprise Risk..., Corporate Governance, Mutual Funds, Financial Services, Securities Regulation, Investment Advisory, Governance, AML, Asset Management, Investment Strategies, Finance, Investments, Financial Risk, Insurance, Equities, Portfolio Management, Wealth Management
Education
Richard Ivey School of Business
Master of Business Administration (MBA)
York University - Osgoode Hall Law School
Master of Laws (LL.M.), Securities Law
Member of the Ontario Bar
Queen's University 1992 — 1995
Bachelor of Laws (LLB)
University of Guelph
Bachelor of Arts (B.A.)
Johnson-Shoyama Graduate School of Public Policy, Univ. of Sask./Univ. of Regina
Professional Director Certification
Bridging Finance Inc. 2013 - Present
ROI Capital 2012 - 2013
CI Financial/Assante Wealth Management 2009 - 2012
Mutual Fund Dealers Association of Canada 2005 - 2009
Citigroup, Inc./Primerica Financial Services 2003 - 2005
B2B Trust 2001 - 2003
Mackenzie Financial Corporation 1996 - 2001
Borden & Elliot 1995 - 1996
Skills
Corporate Law, Securities, Compliance, Risk Assessment, Risk Management, Investigation, Operational Risk..., Policy, Privacy Law, Due Diligence, Enterprise Risk..., Corporate Governance, Mutual Funds, Financial Services, Securities Regulation, Investment Advisory, Governance, AML, Asset Management, Investment Strategies, Finance, Investments, Financial Risk, Insurance, Equities, Portfolio Management, Wealth Management
Education
Richard Ivey School of Business
Master of Business Administration (MBA)
York University - Osgoode Hall Law School
Master of Laws (LL.M.), Securities Law
Member of the Ontario Bar
Queen's University 1992 — 1995
Bachelor of Laws (LLB)
University of Guelph
Bachelor of Arts (B.A.)
Johnson-Shoyama Graduate School of Public Policy, Univ. of Sask./Univ. of Regina
Professional Director Certification
Chris Toomey's Mackenzie Financial Corporation Experience 2000 - 2004
Job Vice President,Regional Sales Vancouver & Northern BC, BMO Global Asset Management Providing SolutionsOriented Support
Industry Financial Services
Experience
BMO Global Asset Management May 2006 - Present
BMO Global Asset Management 2004 - 2006
Mackenzie Financial Corporation 2000 - 2004
Foresight Capital Corporation 1999 - 2000
Skills
Mutual Funds, Investments, Investment Strategies, Wealth Management, Investment Advisory, Insurance, Strategic Financial..., Sales, Financial Services, Fixed Income, Sales Management, Wealth, Financial Planners, Securities, Capital Markets, Financial Advisory, Portfolio Management, Asset Managment, Fixed Annuities, Retirement Planning, Estate Planning, Strategy, Equities, Asset Management, Financial Planning
Education
Simon Fraser University
Douglas College
Criminology
BMO Global Asset Management May 2006 - Present
BMO Global Asset Management 2004 - 2006
Mackenzie Financial Corporation 2000 - 2004
Foresight Capital Corporation 1999 - 2000
Skills
Mutual Funds, Investments, Investment Strategies, Wealth Management, Investment Advisory, Insurance, Strategic Financial..., Sales, Financial Services, Fixed Income, Sales Management, Wealth, Financial Planners, Securities, Capital Markets, Financial Advisory, Portfolio Management, Asset Managment, Fixed Annuities, Retirement Planning, Estate Planning, Strategy, Equities, Asset Management, Financial Planning
Education
Simon Fraser University
Douglas College
Criminology
funmi oyadiran's Mackenzie Financial Corporation Experience December 2003 - June 2004
Job Product Development Manager | Business Analyst | Financial Services
Industry Financial Services
Experience
RBC Royal Bank August 2013 - December 2014
RBC October 2011 - August 2013
RBC September 2009 - October 2011
RBC April 2007 - September 2009
RBC August 2004 - May 2007
Mackenzie Financial Corporation December 2003 - June 2004
Skills
Data Warehousing, SDLC, Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, Visio, User Acceptance Testing, Banking, SQL, Business Process, Project Delivery, Project Portfolio..., Financial Services, Retail Banking, Product Development, Product Strategies, Branch Banking, mutual funds..., Product Development..., Gap Analysis, Variance Analysis, Budgeting, Project Risk assessment, Software Quality..., Business process..., Data Mapping, Workshop Facilitation, SDLC & PMF Knowledge, Resource Planning
Education
Dalhousie University 2009 — 2013
Master's degree, Business Administration and Management, General
Obafemi Awolowo University 1988 — 1995
Bachelor of Science (B.Sc.), Quantity Surveying
RBC Royal Bank August 2013 - December 2014
RBC October 2011 - August 2013
RBC September 2009 - October 2011
RBC April 2007 - September 2009
RBC August 2004 - May 2007
Mackenzie Financial Corporation December 2003 - June 2004
Skills
Data Warehousing, SDLC, Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, Visio, User Acceptance Testing, Banking, SQL, Business Process, Project Delivery, Project Portfolio..., Financial Services, Retail Banking, Product Development, Product Strategies, Branch Banking, mutual funds..., Product Development..., Gap Analysis, Variance Analysis, Budgeting, Project Risk assessment, Software Quality..., Business process..., Data Mapping, Workshop Facilitation, SDLC & PMF Knowledge, Resource Planning
Education
Dalhousie University 2009 — 2013
Master's degree, Business Administration and Management, General
Obafemi Awolowo University 1988 — 1995
Bachelor of Science (B.Sc.), Quantity Surveying
G. Geoffrey W. Cardy's Mackenzie Financial Corporation Experience 2006 - 2007
Job Portfolio Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns 2015 - Present
BMO Nesbitt Burns September 2012 - August 2015
BMO Nesbitt Burns 2008 - 2012
Mackenzie Financial Corporation 2006 - 2007
Skills
Portfolio Management, Capital Markets, Tax
Education
Wilfrid Laurier University School of Business & Economics 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management Accounting
Huron University College 2001 — 2005
Honours, BA, International Poltical Science & History
RSGC 1997 — 2001
BMO Nesbitt Burns 2015 - Present
BMO Nesbitt Burns September 2012 - August 2015
BMO Nesbitt Burns 2008 - 2012
Mackenzie Financial Corporation 2006 - 2007
Skills
Portfolio Management, Capital Markets, Tax
Education
Wilfrid Laurier University School of Business & Economics 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management Accounting
Huron University College 2001 — 2005
Honours, BA, International Poltical Science & History
RSGC 1997 — 2001
Tracey Groom's Mackenzie Financial Corporation Experience 2000 - 2001
Job Project & Program Management Consultant (with PMP; available for contract work)
Industry Financial Services
Experience
Conestoga College 2009 - Present
Financial Services 2007 - Present
Open Text Corporation 2008 - 2008
Sun Life Financial (formerly Clarica) 2001 - 2007
Mackenzie Financial Corporation 2000 - 2001
Ontario Teachers' Pension Plan Board 1996 - 2000
Minet Limited (now an AON member company) 1987 - 1994
Continental Pharma Cryosan Inc 1985 - 1987
Skills
Program Management, Risk Management, Change Management, Business Process, CRM, Project Management, Integration, Management, Leadership, Analysis, Business Intelligence, Project Planning, Governance, Process Improvement, Business Analysis, Strategy, Business Strategy
Education
Stanford University 2000 — 2002
Advanced Project Management
University of Western Ontario 1994 — 1996
MBA
Fellow of the Insurance Institute of Canada (FIIC)
PMP, Self-study
PMP, Project Management Professional
Concordia University
Bachelor of Commerce, Finance
Conestoga College 2009 - Present
Financial Services 2007 - Present
Open Text Corporation 2008 - 2008
Sun Life Financial (formerly Clarica) 2001 - 2007
Mackenzie Financial Corporation 2000 - 2001
Ontario Teachers' Pension Plan Board 1996 - 2000
Minet Limited (now an AON member company) 1987 - 1994
Continental Pharma Cryosan Inc 1985 - 1987
Skills
Program Management, Risk Management, Change Management, Business Process, CRM, Project Management, Integration, Management, Leadership, Analysis, Business Intelligence, Project Planning, Governance, Process Improvement, Business Analysis, Strategy, Business Strategy
Education
Stanford University 2000 — 2002
Advanced Project Management
University of Western Ontario 1994 — 1996
MBA
Fellow of the Insurance Institute of Canada (FIIC)
PMP, Self-study
PMP, Project Management Professional
Concordia University
Bachelor of Commerce, Finance
Graham Fry, CFA's Mackenzie Financial Corporation Experience January 1986 - January 1989
Job Director at Scotiabank GBM, Financial Institutions Group CCM, Head of Commercial Paper Origination
Industry Investment Banking
Experience
Scotiabank Global Banking and Markets February 2008 - Present
Scotia Capital Inc January 1998 - January 2008
Merrill Lynch January 1996 - January 1998
Merrill Lynch 1996 - 1998
Toronto Dominion Bank January 1994 - January 1996
TD Securities 1994 - 1996
CIBC Wood Gundy January 1989 - January 1994
CIBC Wood Gundy 1987 - 1994
Mackenzie Financial Corporation January 1986 - January 1989
Skills
Fixed Income, Capital Markets, Securities, Derivatives, Portfolio Management, Trading, Investments, Banking, Risk Management, Finance, Structured Finance, Credit, Money Market, Investment Strategies, Funding
Education
McMaster University 1979 — 1985
HBA, Economics
Scotiabank Global Banking and Markets February 2008 - Present
Scotia Capital Inc January 1998 - January 2008
Merrill Lynch January 1996 - January 1998
Merrill Lynch 1996 - 1998
Toronto Dominion Bank January 1994 - January 1996
TD Securities 1994 - 1996
CIBC Wood Gundy January 1989 - January 1994
CIBC Wood Gundy 1987 - 1994
Mackenzie Financial Corporation January 1986 - January 1989
Skills
Fixed Income, Capital Markets, Securities, Derivatives, Portfolio Management, Trading, Investments, Banking, Risk Management, Finance, Structured Finance, Credit, Money Market, Investment Strategies, Funding
Education
McMaster University 1979 — 1985
HBA, Economics
Fabrice Gouriou's Mackenzie Financial Corporation Experience 2001 - August 2003
Job Lawyer at McCague Borlack LLP
Industry Law Practice
Experience
McCague Borlack LLP August 2014 - Present
Nelligan O'Brien Payne, LLP July 2009 - August 2014
Alliance Francaise d'Ottawa September 2009 - December 2013
McPhadden Samac Tuovi July 2005 - June 2009
Torys LLP July 2004 - June 2005
Mackenzie Financial Corporation 2001 - August 2003
SCP SOTTY January 1998 - June 2000
Skills
Litigation, Civil Litigation, Legal Research, Arbitration, Dispute Resolution, Legal Advice, Mediation, Legal Writing, Commercial Litigation, Courts, Administrative Law, Employment Law, Personal Injury, Alternative Dispute..., Class Actions, Appeals, Insurance, Corporate Law, Insurance Law, Privacy Law
Education
University of Toronto Faculty of Law 2003 — 2004
Master of Laws (LL.M.)
Université Panthéon Assas (Paris II) 1994 — 1995
DESS DEFENSE
Universite de Bourgogne 1990 — 1994
Maitrise en droit
Ecole d'avocat
McCague Borlack LLP August 2014 - Present
Nelligan O'Brien Payne, LLP July 2009 - August 2014
Alliance Francaise d'Ottawa September 2009 - December 2013
McPhadden Samac Tuovi July 2005 - June 2009
Torys LLP July 2004 - June 2005
Mackenzie Financial Corporation 2001 - August 2003
SCP SOTTY January 1998 - June 2000
Skills
Litigation, Civil Litigation, Legal Research, Arbitration, Dispute Resolution, Legal Advice, Mediation, Legal Writing, Commercial Litigation, Courts, Administrative Law, Employment Law, Personal Injury, Alternative Dispute..., Class Actions, Appeals, Insurance, Corporate Law, Insurance Law, Privacy Law
Education
University of Toronto Faculty of Law 2003 — 2004
Master of Laws (LL.M.)
Université Panthéon Assas (Paris II) 1994 — 1995
DESS DEFENSE
Universite de Bourgogne 1990 — 1994
Maitrise en droit
Ecole d'avocat
Adam Toffoli's Mackenzie Financial Corporation Experience 1996 - 1998
Job Manager Training and Development at OPSEU Pension Trust
Industry Education Management
Experience
OPSEU Pension Trust April 2014 - Present
Ontario Public Service 2009 - April 2014
OSFI 2003 - 2009
Canada Life Assurance Company January 2000 - 2003
TTC 1998 - 2000
Mackenzie Financial Corporation 1996 - 1998
Prudential Insurance 1994 - 1996
Aetna Canada, Prudential Insurance 1988 - 1994
Skills
Leadership, Employee Engagement, Training, Instructional Design, Instructor-led Training, Training Facilitation, E-Learning, Talent Management, Competency Development, Developing Trainers, Performance Management, Project Management, Program Management, Succession Planning, Coaching
Education
Yorkville University 2012 — 2015
Master's degree, Adult Education
Brock 1999 — 2003
Bachelor, Adult Education
Ryerson University
Bachelor's degree, Business Administration and Management, General
OPSEU Pension Trust April 2014 - Present
Ontario Public Service 2009 - April 2014
OSFI 2003 - 2009
Canada Life Assurance Company January 2000 - 2003
TTC 1998 - 2000
Mackenzie Financial Corporation 1996 - 1998
Prudential Insurance 1994 - 1996
Aetna Canada, Prudential Insurance 1988 - 1994
Skills
Leadership, Employee Engagement, Training, Instructional Design, Instructor-led Training, Training Facilitation, E-Learning, Talent Management, Competency Development, Developing Trainers, Performance Management, Project Management, Program Management, Succession Planning, Coaching
Education
Yorkville University 2012 — 2015
Master's degree, Adult Education
Brock 1999 — 2003
Bachelor, Adult Education
Ryerson University
Bachelor's degree, Business Administration and Management, General
Abby Rennaiye's Mackenzie Financial Corporation Experience 2006 - 2009
Job Student at University of Toronto Rotman School of Management
Industry Financial Services
Experience
CIBC 2011 - Present
Mackenzie Financial Corporation 2006 - 2009
Skills
Financial Modeling, Corporate Finance, Financial Analysis
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
York University 2003 — 2006
B.A, Economics and Business
Humber College 2001 — 2003
Diploma, Business Management
CIBC 2011 - Present
Mackenzie Financial Corporation 2006 - 2009
Skills
Financial Modeling, Corporate Finance, Financial Analysis
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
York University 2003 — 2006
B.A, Economics and Business
Humber College 2001 — 2003
Diploma, Business Management
Cary Midgen's Mackenzie Financial Corporation Experience 1994 - 2003
Job Dealer Relations Manager at Fidelity Investments Canada ULC
Industry Financial Services
Experience
Fidelity Investments Canada ULC 2005 - Present
Mackenzie Financial Corporation 1994 - 2003
Skills
Mutual Funds, Relationship Management, Investments, Financial Services, Securities, Portfolio Management, Leadership, Risk Management, Finance, Microsoft Excel, Banking, Wealth Management, Event Planning, Customer Service, Business Analysis, Asset Management
Education
Ryerson University 1992 — 1994
Certificate, Public Relations
Fidelity Investments Canada ULC 2005 - Present
Mackenzie Financial Corporation 1994 - 2003
Skills
Mutual Funds, Relationship Management, Investments, Financial Services, Securities, Portfolio Management, Leadership, Risk Management, Finance, Microsoft Excel, Banking, Wealth Management, Event Planning, Customer Service, Business Analysis, Asset Management
Education
Ryerson University 1992 — 1994
Certificate, Public Relations
Arleen Ruslim's Mackenzie Financial Corporation Experience December 2004 - October 2007
Job Supervisor Fund Accounting at Citi Fund Services, Mississauga
Industry Financial Services
Experience
Citigroup October 2007 - June 2013
Mackenzie Financial Corporation December 2004 - October 2007
Education
1993 — 1998
Bachelor, Economics
Citigroup October 2007 - June 2013
Mackenzie Financial Corporation December 2004 - October 2007
Education
1993 — 1998
Bachelor, Economics
Sally Chu's Mackenzie Financial Corporation Experience January 2011 - June 2011
Job A/P Lead at Toronto Central CCAC
Industry Accounting
Experience
Toronto Central Community Care Access Centre October 2012 - Present
TD February 2012 - September 2012
Mackenzie Financial Corporation January 2011 - June 2011
CPI (HK) Ltd August 2008 - February 2010
Selestia Investment Solutions, -U.K. January 2007 - April 2008
Morley & Scott Accounting, -U.K. June 2004 - December 2006
Southampton Solent University, -U.K. October 2003 - April 2004
Education
Southampton Solent University
Master, Management & Finance
Microskill
Secondary School
University of Toronto Schools
Toronto Central Community Care Access Centre October 2012 - Present
TD February 2012 - September 2012
Mackenzie Financial Corporation January 2011 - June 2011
CPI (HK) Ltd August 2008 - February 2010
Selestia Investment Solutions, -U.K. January 2007 - April 2008
Morley & Scott Accounting, -U.K. June 2004 - December 2006
Southampton Solent University, -U.K. October 2003 - April 2004
Education
Southampton Solent University
Master, Management & Finance
Microskill
Secondary School
University of Toronto Schools
Rizwan Mohamed, CFA, CFP's Mackenzie Financial Corporation Experience June 2002 - December 2005
Job Financial Planning Pro at Coast Capital Savings
Industry Banking
Experience
Coast Capital Savings February 2011 - Present
Bank of Montreal March 2010 - January 2011
BMO Guardian December 2005 - March 2010
Mackenzie Financial Corporation June 2002 - December 2005
TD Waterhouse October 2000 - June 2002
Skills
Mutual Funds, Investments, Equities, Securities, Financial Services, Sales, Analysis, Training, Customer Service, Wealth Management, Coaching, Portfolio Management, Retirement Planning, Banking, Investment Advisory, Investment Strategies, Bonds, Financial Advisory, Client Relations Skills, Client Development
Education
Simon Fraser University 1994 — 2000
BBA, Finance, Management Information Systems
CFA Institute
Coast Capital Savings February 2011 - Present
Bank of Montreal March 2010 - January 2011
BMO Guardian December 2005 - March 2010
Mackenzie Financial Corporation June 2002 - December 2005
TD Waterhouse October 2000 - June 2002
Skills
Mutual Funds, Investments, Equities, Securities, Financial Services, Sales, Analysis, Training, Customer Service, Wealth Management, Coaching, Portfolio Management, Retirement Planning, Banking, Investment Advisory, Investment Strategies, Bonds, Financial Advisory, Client Relations Skills, Client Development
Education
Simon Fraser University 1994 — 2000
BBA, Finance, Management Information Systems
CFA Institute
Jennifer Sproston's Mackenzie Financial Corporation Experience 1995 - September 2009
Job Graphic Designer at Madhouse Advertising Inc.
Industry Graphic Design
Experience
Madhouse Advertising Inc. August 2012 - Present
Digital Propaganda - A Member of the CJ Group of Companies 2011 - August 2012
Mackenzie Financial Corporation 1995 - September 2009
Skills
Illustrator, Typography, Photoshop, Web Design, Advertising, Graphics, Adobe Creative Suite, Graphic Design, Corporate Identity, Marketing Communications, Layout
Education
Seneca College of Applied Arts and Technology
Graphic Design
Madhouse Advertising Inc. August 2012 - Present
Digital Propaganda - A Member of the CJ Group of Companies 2011 - August 2012
Mackenzie Financial Corporation 1995 - September 2009
Skills
Illustrator, Typography, Photoshop, Web Design, Advertising, Graphics, Adobe Creative Suite, Graphic Design, Corporate Identity, Marketing Communications, Layout
Education
Seneca College of Applied Arts and Technology
Graphic Design
Dinaz Dadyburjor's Mackenzie Financial Corporation Experience January 1998 - June 2006
Job Managing Partner at Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management January 2013 - Present
Brookfield Asset Management March 2011 - December 2012
Brookfield Asset Management July 2006 - March 2011
Mackenzie Financial Corporation January 1998 - June 2006
Skills
Risk Management, Mutual Funds, Financial Analysis, Financial Services, Investments, Process Improvement, Asset Managment, Change Management, Strategic Planning, Capital Markets, Portfolio Management, Financial Modeling, Private Equity, Equities, Enterprise Risk..., Business Strategy, Business Analysis, Financial Reporting, Due Diligence, Valuation
Education
University of Miami - School of Business
Bachelor of Business Administration (BBA)
Brookfield Asset Management January 2013 - Present
Brookfield Asset Management March 2011 - December 2012
Brookfield Asset Management July 2006 - March 2011
Mackenzie Financial Corporation January 1998 - June 2006
Skills
Risk Management, Mutual Funds, Financial Analysis, Financial Services, Investments, Process Improvement, Asset Managment, Change Management, Strategic Planning, Capital Markets, Portfolio Management, Financial Modeling, Private Equity, Equities, Enterprise Risk..., Business Strategy, Business Analysis, Financial Reporting, Due Diligence, Valuation
Education
University of Miami - School of Business
Bachelor of Business Administration (BBA)
Cynthia Chan, CPA, CA's Mackenzie Financial Corporation Experience May 2001 - September 2001
Job Supervisor, Capital Services at Toronto Hydro
Industry Accounting
Experience
Toronto Hydro September 2014 - Present
Unison Health and Community Services July 2012 - September 2014
Médecins Sans Frontières (MSF) March 2011 - January 2012
KPMG China July 2007 - September 2010
KPMG China October 2006 - July 2007
KPMG Canada October 2002 - October 2006
Mackenzie Financial Corporation May 2001 - September 2001
Skills
Financial Reporting, Auditing, Accounting, IFRS, Internal Audit, Finance, Due Diligence, Strategy, Budgets, US GAAP, Management, Financial Statements, Training, Project Planning, Cash Flow, Internal Controls, Financial Accounting, Financial Analysis, Tax, Managerial Finance, Corporate Finance, Sarbanes-Oxley Act, Consolidation
Education
McMaster University 1998 — 2002
Bachelor of Honours Commerce (B.Hons Com.), Accounting
Toronto Hydro September 2014 - Present
Unison Health and Community Services July 2012 - September 2014
Médecins Sans Frontières (MSF) March 2011 - January 2012
KPMG China July 2007 - September 2010
KPMG China October 2006 - July 2007
KPMG Canada October 2002 - October 2006
Mackenzie Financial Corporation May 2001 - September 2001
Skills
Financial Reporting, Auditing, Accounting, IFRS, Internal Audit, Finance, Due Diligence, Strategy, Budgets, US GAAP, Management, Financial Statements, Training, Project Planning, Cash Flow, Internal Controls, Financial Accounting, Financial Analysis, Tax, Managerial Finance, Corporate Finance, Sarbanes-Oxley Act, Consolidation
Education
McMaster University 1998 — 2002
Bachelor of Honours Commerce (B.Hons Com.), Accounting
Gregory Peck's Mackenzie Financial Corporation Experience 2000 - 2003
Job Director Site Operations and Human Resources Leader at University Health Network
Industry Hospital & Health Care
Experience
University Health Network 2009 - Present
International Financial Data Services 2003 - 2009
Mackenzie Financial Corporation 2000 - 2003
Skills
Human Resources, Operations Management, Change Management, Project Management, Business Analysis, Employee Engagement, Leadership, Management, Process Improvement, Risk Management, Strategy
Education
University of Toronto
Human Resources Management
Seneca College of Applied Arts and Technology
Law Clerk
PPAC
University Health Network 2009 - Present
International Financial Data Services 2003 - 2009
Mackenzie Financial Corporation 2000 - 2003
Skills
Human Resources, Operations Management, Change Management, Project Management, Business Analysis, Employee Engagement, Leadership, Management, Process Improvement, Risk Management, Strategy
Education
University of Toronto
Human Resources Management
Seneca College of Applied Arts and Technology
Law Clerk
PPAC
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.