Manulife Securities
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Manulife Securities Employees
Employee
Years
Job
Industry
Kevan Modi Kevan Modi's Manulife Securities Experience May 2012 - May 2013
Job Mutual Fund Representative at TD Wealth Management
Industry Investment Banking
Experience
TD May 2014 - Present
TD May 2013 - May 2014
Manulife Securities May 2012 - May 2013
Future Electronics June 2006 - April 2012
Skills
Manage client..., Budget Management, Financial Planning, Mutual Funds, At Multitasking, Negotiation, Urban Planning, Leadership, Team Building, Bilingualism, Investments, Teamwork, Banking, Customer Service, Management, Portfolio Management, Sales, Credit
Education
Concordia University
Bachelor of Arts (B.A.), Urban Studies/Affairs
TD May 2014 - Present
TD May 2013 - May 2014
Manulife Securities May 2012 - May 2013
Future Electronics June 2006 - April 2012
Skills
Manage client..., Budget Management, Financial Planning, Mutual Funds, At Multitasking, Negotiation, Urban Planning, Leadership, Team Building, Bilingualism, Investments, Teamwork, Banking, Customer Service, Management, Portfolio Management, Sales, Credit
Education
Concordia University
Bachelor of Arts (B.A.), Urban Studies/Affairs
Nancy McRae, CHS Nancy McRae, CHS's Manulife Securities Experience 1992 - 1999
Job Senior Insurance Administrator / Compliance
Industry Insurance
Experience
The Dupuis Langen Group August 2006 - Present
Manulife Financial January 1983 - July 2006
Manulife Securities 1992 - 1999
Skills
Certified Health..., Insurance, Critical Illness, Health Insurance, Disability Insurance, Long-term Care, Retirement
Education
College of New Caledonia 1980 — 1981
Office Administration Bookkeeping
The Dupuis Langen Group August 2006 - Present
Manulife Financial January 1983 - July 2006
Manulife Securities 1992 - 1999
Skills
Certified Health..., Insurance, Critical Illness, Health Insurance, Disability Insurance, Long-term Care, Retirement
Education
College of New Caledonia 1980 — 1981
Office Administration Bookkeeping
Stephen Beech, MBA, CMA Stephen Beech, MBA, CMA's Manulife Securities Experience February 2015 - June 2015
Job Financial Advisor at Edward Jones
Industry Accounting
Experience
Edward Jones September 2015 - Present
Manulife Securities February 2015 - June 2015
Intuit 2013 - January 2015
Padgett Business Services Mississauga South October 2010 - November 2013
Society of Management Accountants of Ontario February 2010 - May 2010
The Society of Management Accountants of Ontario February 2008 - April 2010
Centre for Addiction and Mental Health (CAMH) February 2009 - February 2010
R&D Tax March 2007 - February 2009
Dana Holding Corporation 1999 - 2007
Flex-N-Gate January 1998 - November 1999
Skills
Accounting, Process Improvement, Financial Analysis, Financial Reporting
Education
Wilfrid Laurier University 2004 — 2007
MBA, Accounting
University of Toronto 2000 — 2004
Master of Engineering (M.Eng.), Mechanical Engineering
Don Mills Collegiate
University of Ottawa
Edward Jones September 2015 - Present
Manulife Securities February 2015 - June 2015
Intuit 2013 - January 2015
Padgett Business Services Mississauga South October 2010 - November 2013
Society of Management Accountants of Ontario February 2010 - May 2010
The Society of Management Accountants of Ontario February 2008 - April 2010
Centre for Addiction and Mental Health (CAMH) February 2009 - February 2010
R&D Tax March 2007 - February 2009
Dana Holding Corporation 1999 - 2007
Flex-N-Gate January 1998 - November 1999
Skills
Accounting, Process Improvement, Financial Analysis, Financial Reporting
Education
Wilfrid Laurier University 2004 — 2007
MBA, Accounting
University of Toronto 2000 — 2004
Master of Engineering (M.Eng.), Mechanical Engineering
Don Mills Collegiate
University of Ottawa
Jason R. Genua's Manulife Securities Experience September 2007 - December 2011
Job Principal Broker at GG&N Insurance Brokers
Industry Insurance
Experience
Centre Square Solutions Corp. June 2011 - Present
GG&N Insurance Brokers February 2004 - Present
Manulife Securities September 2007 - December 2011
Humber College May 2001 - December 2010
Newmarket Chamber of Commerce January 2009 - October 2010
Skills
Small Business, Insurance Planning, General Insurance, Commercial Insurance, Life Insurance, Disability Insurance, Critical Illness, Segregated Funds, Financial Planners, Investments, Insurance, Fixed Annuities, Underwriting, Strategic Financial..., Retirement, Investment Strategies, Retirement Planning, Term Life Insurance, Wealth Management, Estate Planning, Financial Advisory, Investment Advisory, Mutual Funds, Long-term Care, Finance, Employee Benefits, Portfolio Management, Wealth, Financial Planning
Education
Lakehead University 1995 — 1998
Bachelor of Arts, Economics
Centre Square Solutions Corp. June 2011 - Present
GG&N Insurance Brokers February 2004 - Present
Manulife Securities September 2007 - December 2011
Humber College May 2001 - December 2010
Newmarket Chamber of Commerce January 2009 - October 2010
Skills
Small Business, Insurance Planning, General Insurance, Commercial Insurance, Life Insurance, Disability Insurance, Critical Illness, Segregated Funds, Financial Planners, Investments, Insurance, Fixed Annuities, Underwriting, Strategic Financial..., Retirement, Investment Strategies, Retirement Planning, Term Life Insurance, Wealth Management, Estate Planning, Financial Advisory, Investment Advisory, Mutual Funds, Long-term Care, Finance, Employee Benefits, Portfolio Management, Wealth, Financial Planning
Education
Lakehead University 1995 — 1998
Bachelor of Arts, Economics
Janice Sowden's Manulife Securities Experience February 2004 - May 2013
Job Vice President at Connor Clark & Lunn Private Capital
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital January 2014 - Present
Financial Services June 2013 - December 2013
Manulife Securities February 2004 - May 2013
Raise a Reader 2013 - 2013
Manulife Financial February 2003 - February 2004
Manulife Financial June 1999 - February 2003
Manulife Financial June 1997 - June 1999
Manulife Financial September 1993 - June 1997
Skills
Retirement Planning, Mutual Funds, Wealth Management, Recruiting, Strategic Financial..., Retirement, Insurance, Pensions, Critical Illness, Recruitments, Estate Planning, Asset Allocation, Portfolio Management, Investments, Fixed Annuities, Securities, Management, Financial Services, Investment Advisory, Investment Strategies, Business Development, Financial Advisory, CRM, Financial Planners, High Net Worth..., Asset Management, Relationship Management, Wealth Accumulation, Disability Insurance, Wealth, Investment Management, Life Insurance, Wealth Management..., ETFs, Long Term Care Insurance, Term Life Insurance, Long-term Care, Alternative Investments, Certified Financial..., Equities, Building Relationships, Fixed Income, Personal Financial..., Sales Management, Segregated Funds, Financial Planning
Education
Investment Funds Institute of Canada 2014 — 2014
Exempt Market Product Course
Canadian Securities Institute 2009 — 2009
Conduct and Practices Handbook
Canadian Securities Institute 2009 — 2009
Wealth Management Essentials
Canadian Securities Institute 2006 — 2006
Canadian Securities Course
Financial Planners Standards Council 1999 — 2002
CFP
University of Alberta 1988 — 1993
Bachelor of Arts, Sociology
Connor Clark & Lunn Private Capital January 2014 - Present
Financial Services June 2013 - December 2013
Manulife Securities February 2004 - May 2013
Raise a Reader 2013 - 2013
Manulife Financial February 2003 - February 2004
Manulife Financial June 1999 - February 2003
Manulife Financial June 1997 - June 1999
Manulife Financial September 1993 - June 1997
Skills
Retirement Planning, Mutual Funds, Wealth Management, Recruiting, Strategic Financial..., Retirement, Insurance, Pensions, Critical Illness, Recruitments, Estate Planning, Asset Allocation, Portfolio Management, Investments, Fixed Annuities, Securities, Management, Financial Services, Investment Advisory, Investment Strategies, Business Development, Financial Advisory, CRM, Financial Planners, High Net Worth..., Asset Management, Relationship Management, Wealth Accumulation, Disability Insurance, Wealth, Investment Management, Life Insurance, Wealth Management..., ETFs, Long Term Care Insurance, Term Life Insurance, Long-term Care, Alternative Investments, Certified Financial..., Equities, Building Relationships, Fixed Income, Personal Financial..., Sales Management, Segregated Funds, Financial Planning
Education
Investment Funds Institute of Canada 2014 — 2014
Exempt Market Product Course
Canadian Securities Institute 2009 — 2009
Conduct and Practices Handbook
Canadian Securities Institute 2009 — 2009
Wealth Management Essentials
Canadian Securities Institute 2006 — 2006
Canadian Securities Course
Financial Planners Standards Council 1999 — 2002
CFP
University of Alberta 1988 — 1993
Bachelor of Arts, Sociology
Christine Tabbert's Manulife Securities Experience September 2012 - Present
Job AVP & Chief Counsel at Manulife Securities
Industry Law Practice
Experience
Manulife Securities September 2012 - Present
Fasken Martineau February 2006 - September 2012
Liberal Party of Canada September 2009 - May 2011
Fasken Martineau DuMoulin January 2000 - January 2006
Fasken Martineau DuMoulin 1998 - 1999
Skills
Commercial Litigation, Corporate Law, Securities Regulation, Civil Litigation, Corporate Governance, Mediation, Privacy Law, Alternative Dispute..., Securities, Capital Markets, Mergers & Acquisitions, Contract Negotiation, Dispute Resolution, Legal Writing, Legal Advice, Class Actions
Education
University of Western Ontario 1995 — 1998
LL.B., Law
University of Guelph 1991 — 1995
Hon. B.A., Psychology, Women's Studies
Manulife Securities September 2012 - Present
Fasken Martineau February 2006 - September 2012
Liberal Party of Canada September 2009 - May 2011
Fasken Martineau DuMoulin January 2000 - January 2006
Fasken Martineau DuMoulin 1998 - 1999
Skills
Commercial Litigation, Corporate Law, Securities Regulation, Civil Litigation, Corporate Governance, Mediation, Privacy Law, Alternative Dispute..., Securities, Capital Markets, Mergers & Acquisitions, Contract Negotiation, Dispute Resolution, Legal Writing, Legal Advice, Class Actions
Education
University of Western Ontario 1995 — 1998
LL.B., Law
University of Guelph 1991 — 1995
Hon. B.A., Psychology, Women's Studies
Roy Khawam, BAdm, MBA, Fin Pl.'s Manulife Securities Experience May 2007 - Present
Job Branch Manager
Industry Financial Services
Experience
Manulife Securities May 2007 - Present
Education
Concordia University
Bachelor of Business Administration (BBA), Finance, General
Institut Quebecois de Planification Financiere
Financial Planner
University of Montreal - HEC
Master of Business Administration (MBA)
Manulife Securities May 2007 - Present
Education
Concordia University
Bachelor of Business Administration (BBA), Finance, General
Institut Quebecois de Planification Financiere
Financial Planner
University of Montreal - HEC
Master of Business Administration (MBA)
Bhumyinder Singh Bhumyinder Singh's Manulife Securities Experience September 2014 - December 2014
Job Business Analyst
Industry Information Technology and Services
Experience
Manulife Securities September 2014 - December 2014
Infosys September 2011 - December 2014
Butterfield Fulcrum June 2009 - August 2011
Lehman Brothers February 2008 - June 2009
International Fund Services (NA) LLC, A State Street Company October 2006 - February 2008
Centurion Bank of Punjab March 2005 - October 2006
Skills
Capital Markets, Derivatives, Hedge Funds, Equities, Finance, Fund Accounting, Portfolio Management, Training, Mutual Funds, Banking, Analysis, Financial Services, Valuation, Investment Banking, Fixed Income
Education
University of Pune 2003 — 2005
Master of Business Administration (MBA), Finance
Agra University 2000 — 2003
Bachelor's Degree, Computer Applications
Manulife Securities September 2014 - December 2014
Infosys September 2011 - December 2014
Butterfield Fulcrum June 2009 - August 2011
Lehman Brothers February 2008 - June 2009
International Fund Services (NA) LLC, A State Street Company October 2006 - February 2008
Centurion Bank of Punjab March 2005 - October 2006
Skills
Capital Markets, Derivatives, Hedge Funds, Equities, Finance, Fund Accounting, Portfolio Management, Training, Mutual Funds, Banking, Analysis, Financial Services, Valuation, Investment Banking, Fixed Income
Education
University of Pune 2003 — 2005
Master of Business Administration (MBA), Finance
Agra University 2000 — 2003
Bachelor's Degree, Computer Applications
Linda Crispin Linda Crispin's Manulife Securities Experience 2001 - 2013
Job Administrator/Coordinator/Customer Service Representative. Supporting organizations in achieving their goals.
Industry
Experience
Canadian Cancer Society, Volunteer 2014 - Present
Manulife Securities 2001 - 2013
Skills
Communication, Customer Service, Office Administration, Organization, Microsoft Office, Time Management, Networking, Team Player, Internet, Document Management, Facilities Management, Knowledge Management, Nonprofits, Wellness, Expense Reports, Office Equipment, Office Supply Management, Confidentality, Volunteering, Problem Solving, Cash / Cheque Handling, Branch Banking, Regulatory Compliance, Security System..., Fundraising, Intranet - Repsource, Coaching, Event Planning
Education
Wilfrid Laurier University
Bachelor of Arts, Diploma in Business Administration
Conestoga College
Human Resources Certificate, Honour List
Conestoga College 2013 — 2014
Microsoft Office Suite
Canadian Cancer Society, Volunteer 2014 - Present
Manulife Securities 2001 - 2013
Skills
Communication, Customer Service, Office Administration, Organization, Microsoft Office, Time Management, Networking, Team Player, Internet, Document Management, Facilities Management, Knowledge Management, Nonprofits, Wellness, Expense Reports, Office Equipment, Office Supply Management, Confidentality, Volunteering, Problem Solving, Cash / Cheque Handling, Branch Banking, Regulatory Compliance, Security System..., Fundraising, Intranet - Repsource, Coaching, Event Planning
Education
Wilfrid Laurier University
Bachelor of Arts, Diploma in Business Administration
Conestoga College
Human Resources Certificate, Honour List
Conestoga College 2013 — 2014
Microsoft Office Suite
Yassin Merabet Yassin Merabet's Manulife Securities Experience February 2015 - Present
Job Associate at Manulife Securities
Industry Financial Services
Experience
Manulife Securities February 2015 - Present
RBC August 2011 - February 2015
RBC Dominion Securities October 2012 - December 2013
Skills
Investment Management, Investments, Fixed Income, Investment Strategies, Alternative Investments, Equities, Securities, ETFs, Customer Service, Teamwork, Sales, Team Leadership
Education
Champlain College
Psychology
Concordia University
City/Urban, Community and Regional Planning
Manulife Securities February 2015 - Present
RBC August 2011 - February 2015
RBC Dominion Securities October 2012 - December 2013
Skills
Investment Management, Investments, Fixed Income, Investment Strategies, Alternative Investments, Equities, Securities, ETFs, Customer Service, Teamwork, Sales, Team Leadership
Education
Champlain College
Psychology
Concordia University
City/Urban, Community and Regional Planning
Prabhjit Kaur Prabhjit Kaur's Manulife Securities Experience August 2013 - January 2014
Job Accounting and Administrative Assistant
Industry Accounting
Experience
Institutional Limited Partners Association (ILPA) July 2015 - Present
Jones New York February 2014 - June 2015
Manulife Securities August 2013 - January 2014
Subway January 2011 - June 2013
Manulife Securities August 2010 - July 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, English, Windows, Research, Photoshop, SAP, SAP ERP, SAP BW, SAP Workflow, MS Excel Pivot Tables, Vlookup, Hlookups, Sumif, Accounts Payable, Accruals, Expenses, Inventory Management
Education
Humber College 2010 — 2013
3 Year Diploma Certificate, Accounting
Guru Nanak Dev University 2006 — 2009
Bachelor's Degree, Accounting and Finance
Institutional Limited Partners Association (ILPA) July 2015 - Present
Jones New York February 2014 - June 2015
Manulife Securities August 2013 - January 2014
Subway January 2011 - June 2013
Manulife Securities August 2010 - July 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, English, Windows, Research, Photoshop, SAP, SAP ERP, SAP BW, SAP Workflow, MS Excel Pivot Tables, Vlookup, Hlookups, Sumif, Accounts Payable, Accruals, Expenses, Inventory Management
Education
Humber College 2010 — 2013
3 Year Diploma Certificate, Accounting
Guru Nanak Dev University 2006 — 2009
Bachelor's Degree, Accounting and Finance
Nick McNally's Manulife Securities Experience May 2012 - December 2013
Job Analyst at Investor Economics
Industry Financial Services
Experience
Investor Economics September 2015 - Present
Aboriginal Affairs and Northern Development Canada July 2014 - September 2015
Peak Ridge Capital Group LLC May 2013 - June 2014
Manulife Securities May 2012 - December 2013
Skills
Analysis, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Bloomberg Terminal, Presentations, Strategy, Time Management, Leadership, Budgeting, Research, Finance, Investments, Teamwork, Microsoft Office, Microsoft Word, Customer Service
Education
Telfer School of Management at the University of Ottawa 2011 — 2015
Bachelor of Commerce (BCom), Finance
Investor Economics September 2015 - Present
Aboriginal Affairs and Northern Development Canada July 2014 - September 2015
Peak Ridge Capital Group LLC May 2013 - June 2014
Manulife Securities May 2012 - December 2013
Skills
Analysis, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Bloomberg Terminal, Presentations, Strategy, Time Management, Leadership, Budgeting, Research, Finance, Investments, Teamwork, Microsoft Office, Microsoft Word, Customer Service
Education
Telfer School of Management at the University of Ottawa 2011 — 2015
Bachelor of Commerce (BCom), Finance
Steven Corsi Steven Corsi's Manulife Securities Experience August 2010 - Present
Job Financial Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities August 2010 - Present
Quadrus Investment Services Ltd. October 2004 - 2010
RBC October 2000 - May 2004
Skills
Capital Markets, Wealth Management, Business Development, Banking, Investments, Finance, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Investment Advisory, Insurance, Portfolio Management, Retirement, Investment Strategies, Asset Allocation, Financial Services, Asset Management, Financial Advisory
Education
Concordia University 2000 — 2003
Bachelor's degree, International Relations and Affairs
York University 1997 — 2000
Economics
Manulife Securities August 2010 - Present
Quadrus Investment Services Ltd. October 2004 - 2010
RBC October 2000 - May 2004
Skills
Capital Markets, Wealth Management, Business Development, Banking, Investments, Finance, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Investment Advisory, Insurance, Portfolio Management, Retirement, Investment Strategies, Asset Allocation, Financial Services, Asset Management, Financial Advisory
Education
Concordia University 2000 — 2003
Bachelor's degree, International Relations and Affairs
York University 1997 — 2000
Economics
Ehab Hosny Ehab Hosny's Manulife Securities Experience 2004 - 2006
Job
Industry Investment Management
Experience
J.P. Morgan June 2014 - Present
Innocap Investment Management June 2010 - June 2014
Brockhouse Cooper September 2007 - May 2010
Manulife Securities 2004 - 2006
BNP Paribas 2003 - 2004
Skills
Manager Research, Manager Selection, Due Diligence, Portfolio Performance..., Separately Managed..., Hedge Funds, Research, Mutual Funds, Wealth Management, Fund Of Funds, Asset Allocation, Bloomberg, Funding, Derivatives, Fixed Income
Education
Concordia University
MBA
The American University in Cairo
BA, Economics
J.P. Morgan June 2014 - Present
Innocap Investment Management June 2010 - June 2014
Brockhouse Cooper September 2007 - May 2010
Manulife Securities 2004 - 2006
BNP Paribas 2003 - 2004
Skills
Manager Research, Manager Selection, Due Diligence, Portfolio Performance..., Separately Managed..., Hedge Funds, Research, Mutual Funds, Wealth Management, Fund Of Funds, Asset Allocation, Bloomberg, Funding, Derivatives, Fixed Income
Education
Concordia University
MBA
The American University in Cairo
BA, Economics
Ralph Awad Ralph Awad's Manulife Securities Experience September 2012 - June 2015
Job Investment Associate at BMO
Industry Investment Banking
Experience
BMO Financial Group June 2015 - Present
Manulife Securities September 2012 - June 2015
Revenu Québec June 2010 - 2012
BLOM Bank 2008 - 2008
BLOM Bank 2007 - 2007
Skills
Banking, Mutual Funds, Portfolio Management, Risk Management, Wealth Management, Retirement Planning, Investment Advisory, Equities, Finance, Financial Advisory, Financial Analysis, Financial Planning, Investments, Microsoft Excel, Microsoft Office, Strategic Financial..., Teamwork, Capital Markets, Credit Analysis, Bloomberg
Education
Concordia University 2009 — 2012
Bachelor of Commerce (B.Com.), Finance
BMO Financial Group June 2015 - Present
Manulife Securities September 2012 - June 2015
Revenu Québec June 2010 - 2012
BLOM Bank 2008 - 2008
BLOM Bank 2007 - 2007
Skills
Banking, Mutual Funds, Portfolio Management, Risk Management, Wealth Management, Retirement Planning, Investment Advisory, Equities, Finance, Financial Advisory, Financial Analysis, Financial Planning, Investments, Microsoft Excel, Microsoft Office, Strategic Financial..., Teamwork, Capital Markets, Credit Analysis, Bloomberg
Education
Concordia University 2009 — 2012
Bachelor of Commerce (B.Com.), Finance
Allison Kwong's Manulife Securities Experience September 2014 - May 2015
Job Office Coordinator at Bento Sushi
Industry Hospitality
Experience
Bento Sushi May 2015 - Present
Cibo By David December 2012 - Present
Homelife Culturelink Realty Inc., Brokerage June 2012 - Present
Manulife Securities September 2014 - May 2015
SignCast Media May 2014 - August 2014
That's Italian Ristorante & Catering April 2013 - February 2014
Joyce Wedding Services Ltd January 2013 - April 2013
S-Trip! July 2011 - September 2011
Hyatt Regency Toronto June 2011 - September 2011
ARAMARK Refreshment Services May 2011 - June 2011
Skills
Hotels, Marketing Strategy, Hospitality, Event Management, Sales, Customer Service, PowerPoint, Event Planning, Teamwork, Time Management, Restaurants, Microsoft Excel, Tourism, Menu Development, Food & Beverage, CRM
Education
Anglia Ruskin University 2013 — 2015
BA (Hons) Business (Marketing)
Seneca College of Applied Arts and Technology 2011 — 2013
Advanced Diploma, Business Administration - Marketing Management
Seneca College of Applied Arts and Technology 2009 — 2011
Diploma, Hotel and Restaurant Management
King George V School 2001 — 2008
High School Diploma
Bento Sushi May 2015 - Present
Cibo By David December 2012 - Present
Homelife Culturelink Realty Inc., Brokerage June 2012 - Present
Manulife Securities September 2014 - May 2015
SignCast Media May 2014 - August 2014
That's Italian Ristorante & Catering April 2013 - February 2014
Joyce Wedding Services Ltd January 2013 - April 2013
S-Trip! July 2011 - September 2011
Hyatt Regency Toronto June 2011 - September 2011
ARAMARK Refreshment Services May 2011 - June 2011
Skills
Hotels, Marketing Strategy, Hospitality, Event Management, Sales, Customer Service, PowerPoint, Event Planning, Teamwork, Time Management, Restaurants, Microsoft Excel, Tourism, Menu Development, Food & Beverage, CRM
Education
Anglia Ruskin University 2013 — 2015
BA (Hons) Business (Marketing)
Seneca College of Applied Arts and Technology 2011 — 2013
Advanced Diploma, Business Administration - Marketing Management
Seneca College of Applied Arts and Technology 2009 — 2011
Diploma, Hotel and Restaurant Management
King George V School 2001 — 2008
High School Diploma
Julie Seberras CFP, FCSI's Manulife Securities Experience March 2006 - October 2007
Job Financial Planning Lead at MD Financial Management
Industry Financial Services
Experience
MD Financial Management August 2013 - Present
CSI Global Education Inc. June 2012 - Present
CSI Global Education Inc. August 2011 - Present
GoodLife Fitness November 2006 - Present
Schulich School of Business- York University January 2013 - April 2014
DundeeWealth Inc (a division of Scotiabank Global Wealth Management) October 2012 - August 2013
Morningstar July 2008 - July 2011
Manulife Investments October 2007 - July 2008
Conestoga College Institute of Technology and Advanced Learning 2007 - 2008
Manulife Securities March 2006 - October 2007
Skills
Mutual Funds, Strategic Financial..., Investments, Wealth Management, Retirement Planning, Relationship Management, Securities, Financial Services, Retirement, Financial Planners, Pensions, Wealth, Financial Advisory
Education
Dalhousie University
Master of Business Administration (MBA)
MD Financial Management August 2013 - Present
CSI Global Education Inc. June 2012 - Present
CSI Global Education Inc. August 2011 - Present
GoodLife Fitness November 2006 - Present
Schulich School of Business- York University January 2013 - April 2014
DundeeWealth Inc (a division of Scotiabank Global Wealth Management) October 2012 - August 2013
Morningstar July 2008 - July 2011
Manulife Investments October 2007 - July 2008
Conestoga College Institute of Technology and Advanced Learning 2007 - 2008
Manulife Securities March 2006 - October 2007
Skills
Mutual Funds, Strategic Financial..., Investments, Wealth Management, Retirement Planning, Relationship Management, Securities, Financial Services, Retirement, Financial Planners, Pensions, Wealth, Financial Advisory
Education
Dalhousie University
Master of Business Administration (MBA)
Richard Geller Richard Geller's Manulife Securities Experience June 2002 - March 2006
Job HollisWealth, Investment Advisor
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance 2006 - Present
Manulife Securities June 2002 - March 2006
Skills
Wealth Management, Investment Strategies, Risk Management, Alternative Investments, Investment Banking, Retirement Planning, Client Relations, Marketing, Retirement Savings, Financial Planning, Asset Allocation, Debt Management, Personnel Supervision, Investments, Marketing Strategy, Mutual Funds, Financial Services, Investment Advisory, Insurance
Education
Concordia University 1999 — 2001
Bachelor of Commerce (BCom), Finance, General
HollisWealth, Scotiabank Global Wealth & Insurance 2006 - Present
Manulife Securities June 2002 - March 2006
Skills
Wealth Management, Investment Strategies, Risk Management, Alternative Investments, Investment Banking, Retirement Planning, Client Relations, Marketing, Retirement Savings, Financial Planning, Asset Allocation, Debt Management, Personnel Supervision, Investments, Marketing Strategy, Mutual Funds, Financial Services, Investment Advisory, Insurance
Education
Concordia University 1999 — 2001
Bachelor of Commerce (BCom), Finance, General
Jennifer Black, CFP, CIM Jennifer Black, CFP, CIM's Manulife Securities Experience July 2008 - Present
Job Investment Advisor and Financial Planner, Author of Managing Alone, Founder of Widowed.ca
Industry Financial Services
Experience
Dedicated Financial Solutions July 2008 - Present
Manulife Securities July 2008 - Present
www.widowed.ca September 2009 - December 2012
Berkshire Securities Inc. July 2003 - July 2008
Skills
Small Business, Entrepreneurship, Investments, Strategic Financial..., Retirement Planning, Estate Planning, Strategic Planning, Public Speaking, Personal Financial..., Holistic Financial..., Wealth Management..., Certified Financial..., Published Author, Insurance, Business Planning, Finance, Wealth, Leadership, Mutual Funds, Disability Insurance, New Business Development, Time Management, Asset Allocation, Employee Benefits, Wealth Management, Customer Service, Marketing Strategy, Critical Illness, Wealth Accumulation, Strategy, Financial Services, Investment Strategies, Financial Planners, Fixed Annuities, Financial Advisory, Business Strategy, Term Life Insurance, Financial Analysis, Financial Planning
Education
University of Nebraska-Lincoln 2002 — 2007
BSEd, Tennis
Dedicated Financial Solutions July 2008 - Present
Manulife Securities July 2008 - Present
www.widowed.ca September 2009 - December 2012
Berkshire Securities Inc. July 2003 - July 2008
Skills
Small Business, Entrepreneurship, Investments, Strategic Financial..., Retirement Planning, Estate Planning, Strategic Planning, Public Speaking, Personal Financial..., Holistic Financial..., Wealth Management..., Certified Financial..., Published Author, Insurance, Business Planning, Finance, Wealth, Leadership, Mutual Funds, Disability Insurance, New Business Development, Time Management, Asset Allocation, Employee Benefits, Wealth Management, Customer Service, Marketing Strategy, Critical Illness, Wealth Accumulation, Strategy, Financial Services, Investment Strategies, Financial Planners, Fixed Annuities, Financial Advisory, Business Strategy, Term Life Insurance, Financial Analysis, Financial Planning
Education
University of Nebraska-Lincoln 2002 — 2007
BSEd, Tennis
Palwinder Gogna Palwinder Gogna's Manulife Securities Experience January 2014 - Present
Job Independent Business Owner at Manulife Securities
Industry Security and Investigations
Experience
Manulife Securities January 2014 - Present
Garda December 2010 - Present
Skills
Canadian Securities..., LLQP
Education
Sheridan College 2010 — 2013
Business-Finance
Manulife Securities January 2014 - Present
Garda December 2010 - Present
Skills
Canadian Securities..., LLQP
Education
Sheridan College 2010 — 2013
Business-Finance
Anand Sriganeshar Anand Sriganeshar's Manulife Securities Experience June 2008 - June 2010
Job Product Manager at TELUS Communications
Industry Capital Markets
Experience
TELUS May 2015 - Present
TELUS June 2014 - May 2015
TELUS December 2012 - June 2014
TELUS April 2011 - November 2012
SJJ Capital June 2010 - December 2010
Manulife Securities June 2008 - June 2010
Skills
Equities, Financial Analysis, Portfolio Management, Business Analysis, Financial Modeling, Project Management, Product Management, Business Process..., Process Management, Call Centers, Finance, Software Documentation, Analysis, Banking, Change Management, Telecommunications, Customer Service, Cross-functional Team..., Customer Experience
Education
Concordia University 2006 — 2010
Bachelor of Commerce (B.Com.), Finance, General
Vanier College 2004 — 2006
DEC commerce, International Business
TELUS May 2015 - Present
TELUS June 2014 - May 2015
TELUS December 2012 - June 2014
TELUS April 2011 - November 2012
SJJ Capital June 2010 - December 2010
Manulife Securities June 2008 - June 2010
Skills
Equities, Financial Analysis, Portfolio Management, Business Analysis, Financial Modeling, Project Management, Product Management, Business Process..., Process Management, Call Centers, Finance, Software Documentation, Analysis, Banking, Change Management, Telecommunications, Customer Service, Cross-functional Team..., Customer Experience
Education
Concordia University 2006 — 2010
Bachelor of Commerce (B.Com.), Finance, General
Vanier College 2004 — 2006
DEC commerce, International Business
Angel Shang Angel Shang's Manulife Securities Experience 2009 - 2009
Job Internal Audit Intern Risk Assurance and Advisory at Ontario Ministry of Finance
Industry Information Services
Experience
Ivey Business School December 2014 - Present
Ontario Ministry of Finance - Ontario Internal Audit Division May 2014 - Present
AIESEC Western March 2013 - Present
Ontario Ministry of Government Services May 2013 - August 2013
Hudson's Bay Company June 2012 - August 2012
Manulife Securities 2009 - 2009
Education
Richard Ivey School of Business 2013 — 2015
Candidate for Bachelor of Arts, Honours Business Administration (HBA)'
The University of Western Ontario 2011 — 2015
Business Management
Ivey Business School December 2014 - Present
Ontario Ministry of Finance - Ontario Internal Audit Division May 2014 - Present
AIESEC Western March 2013 - Present
Ontario Ministry of Government Services May 2013 - August 2013
Hudson's Bay Company June 2012 - August 2012
Manulife Securities 2009 - 2009
Education
Richard Ivey School of Business 2013 — 2015
Candidate for Bachelor of Arts, Honours Business Administration (HBA)'
The University of Western Ontario 2011 — 2015
Business Management
Joe Pane Joe Pane's Manulife Securities Experience May 2015 - Present
Job Financial Advisor
Industry Banking
Experience
Manulife Securities May 2015 - Present
CIBC August 2012 - August 2014
TD Canada Trust December 2010 - August 2012
TD December 2008 - December 2010
Skills
Business, Investments, Office Administration, Microsoft Office, Mac OS, Mac OS X, Nutrition, Banking, Financial Services, Mutual Funds, Relationship Management, Sales, Investment Strategies, Financial Analysis
Education
Charles Sturt University 2014 — 2015
Bachelor’s Degree, Education
York University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CSI Global Education Inc. 2010 — 2010
Canadian Securities Course
Seneca College of Applied Arts and Technology 2007 — 2010
Advanced Diploma, Financial Planning and Services
IFSE Institute 2009 — 2009
Canadian Investment Funds Course
Manulife Securities May 2015 - Present
CIBC August 2012 - August 2014
TD Canada Trust December 2010 - August 2012
TD December 2008 - December 2010
Skills
Business, Investments, Office Administration, Microsoft Office, Mac OS, Mac OS X, Nutrition, Banking, Financial Services, Mutual Funds, Relationship Management, Sales, Investment Strategies, Financial Analysis
Education
Charles Sturt University 2014 — 2015
Bachelor’s Degree, Education
York University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CSI Global Education Inc. 2010 — 2010
Canadian Securities Course
Seneca College of Applied Arts and Technology 2007 — 2010
Advanced Diploma, Financial Planning and Services
IFSE Institute 2009 — 2009
Canadian Investment Funds Course
Jennifer Rankin Jennifer Rankin's Manulife Securities Experience January 2009 - Present
Job Financial Planner at Manulife Securities Investment Services Inc F.Pl., A.I.C.B.
Industry Financial Services
Experience
Manulife Securities January 2009 - Present
RBC January 2004 - December 2008
RBC January 1985 - December 2003
Skills
Retirement Planning, Investments, Estate Planning, Mutual Funds, Wealth Management, Financial Advisory, Wealth, Strategic Financial..., Insurance, Finance, Investment Strategies, Retirement Savings, Wealth Management..., Segregated Funds, Debt Management, Retirement, Financial Planners, Income Protection, Wealth Accumulation, Investment Advisory, Personal Financial..., Certified Financial..., Critical Illness, Financial Planning, IQPF Accreditation, Licensed Financial..., Life Insurance, Disability Insurance, Critical Illness..., Retirement Solutions, Personal Taxation..., Education Planning, Portfolio Construction
Education
Institut Quebecois De Planification Financiere
Financial Planner
Institute of Canadian Bankers
Associate
McGill University
John Abbott College
John Rennie High School
Manulife Securities January 2009 - Present
RBC January 2004 - December 2008
RBC January 1985 - December 2003
Skills
Retirement Planning, Investments, Estate Planning, Mutual Funds, Wealth Management, Financial Advisory, Wealth, Strategic Financial..., Insurance, Finance, Investment Strategies, Retirement Savings, Wealth Management..., Segregated Funds, Debt Management, Retirement, Financial Planners, Income Protection, Wealth Accumulation, Investment Advisory, Personal Financial..., Certified Financial..., Critical Illness, Financial Planning, IQPF Accreditation, Licensed Financial..., Life Insurance, Disability Insurance, Critical Illness..., Retirement Solutions, Personal Taxation..., Education Planning, Portfolio Construction
Education
Institut Quebecois De Planification Financiere
Financial Planner
Institute of Canadian Bankers
Associate
McGill University
John Abbott College
John Rennie High School
Dean Demers's Manulife Securities Experience June 2014 - January 2015
Job CFA Candidate with Experience in the Financial Services Industry
Industry Financial Services
Experience
Manulife Securities June 2014 - January 2015
Skills
Financial Analysis, Entrepreneurship, Research, Teamwork, Planning, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Capital IQ, Microsoft Word, Customer Service, Problem Solving, Time Management
Education
Concordia University
Bachelor's Degree, Finance, Minor Economics
Collège LaSalle, Montréal
Diplôme d'Études Professionnelles (DEP), Professional Cooking
CEGEP - John Abbott College
Diplôme d'Études Collégiales (DEC), Commerce
Manulife Securities June 2014 - January 2015
Skills
Financial Analysis, Entrepreneurship, Research, Teamwork, Planning, Microsoft Excel, Financial Modeling, Bloomberg Terminal, Capital IQ, Microsoft Word, Customer Service, Problem Solving, Time Management
Education
Concordia University
Bachelor's Degree, Finance, Minor Economics
Collège LaSalle, Montréal
Diplôme d'Études Professionnelles (DEP), Professional Cooking
CEGEP - John Abbott College
Diplôme d'Études Collégiales (DEC), Commerce
Jesus A. Santana Rodriguez Jesus A. Santana Rodriguez's Manulife Securities Experience 2015 - Present
Job Associate
Industry Investment Management
Experience
Manulife Securities 2015 - Present
Skills
Oil, Petroleum, Risk Assessment, Security, Supervisory Skills, Leadership, Logistics, Project Management, Microsoft Excel, Financial Analysis, Management, Microsoft Office, Project Planning, Strategic Planning, Team Leadership, Negotiation, PowerPoint, Project Engineering, Sales
Education
Canadian Securities Institute
Canadian Securities Course (Honors)
Canadian Securities Institute
Conduct & Practices Handbook (CPH) Course
University of London International Programmes
Economics and Finance
Manulife Securities 2015 - Present
Skills
Oil, Petroleum, Risk Assessment, Security, Supervisory Skills, Leadership, Logistics, Project Management, Microsoft Excel, Financial Analysis, Management, Microsoft Office, Project Planning, Strategic Planning, Team Leadership, Negotiation, PowerPoint, Project Engineering, Sales
Education
Canadian Securities Institute
Canadian Securities Course (Honors)
Canadian Securities Institute
Conduct & Practices Handbook (CPH) Course
University of London International Programmes
Economics and Finance
Marco Masucci Marco Masucci's Manulife Securities Experience January 2013 - Present
Job Financial Security Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities January 2013 - Present
Skills
Investments, Life Insurance, Mortgage Banking, RRSP, Debt Management
Education
Concordia University 2007 — 2010
Honors
Dawson College 2001 — 2004
DEC
Vincent Massey Collegiate 1997 — 2001
High School
Nesbitt
Manulife Securities January 2013 - Present
Skills
Investments, Life Insurance, Mortgage Banking, RRSP, Debt Management
Education
Concordia University 2007 — 2010
Honors
Dawson College 2001 — 2004
DEC
Vincent Massey Collegiate 1997 — 2001
High School
Nesbitt
Al Gallant Al Gallant's Manulife Securities Experience May 1998 - Present
Job Financial Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities May 1998 - Present
Investors Group November 1989 - May 1998
CIBC September 1979 - November 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Estate Planning, Retirement Planning
Education
Memorial University of Newfoundland 1969 — 1973
bed
Fatima High
graduated
Manulife Securities May 1998 - Present
Investors Group November 1989 - May 1998
CIBC September 1979 - November 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Estate Planning, Retirement Planning
Education
Memorial University of Newfoundland 1969 — 1973
bed
Fatima High
graduated
GREG ARMSTRONG, CFP GREG ARMSTRONG, CFP's Manulife Securities Experience September 2000 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Manulife Securities September 2000 - Present
Berkshire Group September 1999 - January 2007
Richmond Savings 1994 - 2000
Skills
Strategic Financial..., Microsoft Excel, Wealth Management..., Finance, Financial Planners, Income Protection, Investment Strategies, Risk Management, Mutual Funds, Wealth Management, Critical Illness, Investment Advisory, Retirement Planning, Fixed Annuities, Change Management, Financial Goals, Financial Analysis, Asset Managment, Securities, Retail Banking, Credit Analysis, Estate Planning, Investments, Account Management, Business Strategy, Certified Financial..., Banking, Insurance, Retirement, Portfolio Management, Financial Services, Asset Management, Mortgage Lending, Segregated Funds, Financial Advisory, Loans, Wealth Accumulation, Wealth
Education
British Columbia Institute of Technology
Financial Management, Finance
British Columbia Institute of Technology
Certified Financial Planner, Finance
British Columbia Institute of Technology
Marketing
Manulife Securities September 2000 - Present
Berkshire Group September 1999 - January 2007
Richmond Savings 1994 - 2000
Skills
Strategic Financial..., Microsoft Excel, Wealth Management..., Finance, Financial Planners, Income Protection, Investment Strategies, Risk Management, Mutual Funds, Wealth Management, Critical Illness, Investment Advisory, Retirement Planning, Fixed Annuities, Change Management, Financial Goals, Financial Analysis, Asset Managment, Securities, Retail Banking, Credit Analysis, Estate Planning, Investments, Account Management, Business Strategy, Certified Financial..., Banking, Insurance, Retirement, Portfolio Management, Financial Services, Asset Management, Mortgage Lending, Segregated Funds, Financial Advisory, Loans, Wealth Accumulation, Wealth
Education
British Columbia Institute of Technology
Financial Management, Finance
British Columbia Institute of Technology
Certified Financial Planner, Finance
British Columbia Institute of Technology
Marketing
Mara Quarin, CPA,CA, CFP Mara Quarin, CPA,CA, CFP's Manulife Securities Experience September 2009 - March 2013
Job Independent Financial Services Professional
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance March 2013 - Present
Manulife Securities September 2009 - March 2013
Investors Group Financial Services Inc. October 2006 - September 2009
RSM Richter February 2005 - April 2005
BDO Canada March 2004 - June 2004
SNG Collins Barrow January 2001 - March 2003
BDO Canada January 1998 - January 2001
Frackt Piro & Woodfine September 1995 - December 1997
TD September 1987 - August 1995
Skills
Strategic Financial..., Tax, Investments, Retirement Planning, Estate Planning, Insurance, Risk Management, Wealth Management, Financial Planning
Education
Bayridge High School 1994 — 1998
McGill University 1988 — 1992
B.Comm., Accounting and Real Estate
HollisWealth, Scotiabank Global Wealth & Insurance March 2013 - Present
Manulife Securities September 2009 - March 2013
Investors Group Financial Services Inc. October 2006 - September 2009
RSM Richter February 2005 - April 2005
BDO Canada March 2004 - June 2004
SNG Collins Barrow January 2001 - March 2003
BDO Canada January 1998 - January 2001
Frackt Piro & Woodfine September 1995 - December 1997
TD September 1987 - August 1995
Skills
Strategic Financial..., Tax, Investments, Retirement Planning, Estate Planning, Insurance, Risk Management, Wealth Management, Financial Planning
Education
Bayridge High School 1994 — 1998
McGill University 1988 — 1992
B.Comm., Accounting and Real Estate
Ben Edwards, CFP Ben Edwards, CFP's Manulife Securities Experience September 2008 - Present
Job Financial Planner
Industry Financial Services
Experience
ET Financial Services September 2008 - Present
Manulife Securities September 2008 - Present
Manulife Financial 2001 - 2008
Manulife Mutual Funds 2003 - 2006
Skills
Wealth Management, Retirement, Investments, Insurance, Estate Planning, Investment Strategies, Mutual Funds, Risk, Financial Planning, Portfolio Management, Asset Management, Financial Analysis, Retirement Planning, Segregated Funds, Asset Allocation
Education
University of Guelph 1996 — 2000
B.A.
ET Financial Services September 2008 - Present
Manulife Securities September 2008 - Present
Manulife Financial 2001 - 2008
Manulife Mutual Funds 2003 - 2006
Skills
Wealth Management, Retirement, Investments, Insurance, Estate Planning, Investment Strategies, Mutual Funds, Risk, Financial Planning, Portfolio Management, Asset Management, Financial Analysis, Retirement Planning, Segregated Funds, Asset Allocation
Education
University of Guelph 1996 — 2000
B.A.
Lawrence Tin's Manulife Securities Experience May 2010 - July 2010
Job Client Relations Associate at Invesco Canada
Industry Financial Services
Experience
Invesco Canada April 2013 - Present
Invesco Canada August 2012 - April 2013
Invesco Canada September 2010 - August 2012
Manulife Securities May 2010 - July 2010
Thomas Cook September 2005 - October 2008
Skills
Mutual Funds, Investment Strategies, Wealth Management, Financial Services, Investments, Securities, Equities, ETFs, Bloomberg, Asset Management, Fixed Income, Investment Advisory, Strategic Financial..., Relationship Management, Financial Analysis, Portfolio Management, Retirement Planning, Financial Modeling, Banking, Derivatives, Finance, Valuation, Investment Management, Retirement
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Finance
Invesco Canada April 2013 - Present
Invesco Canada August 2012 - April 2013
Invesco Canada September 2010 - August 2012
Manulife Securities May 2010 - July 2010
Thomas Cook September 2005 - October 2008
Skills
Mutual Funds, Investment Strategies, Wealth Management, Financial Services, Investments, Securities, Equities, ETFs, Bloomberg, Asset Management, Fixed Income, Investment Advisory, Strategic Financial..., Relationship Management, Financial Analysis, Portfolio Management, Retirement Planning, Financial Modeling, Banking, Derivatives, Finance, Valuation, Investment Management, Retirement
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Finance
Chris De Biler Chris De Biler's Manulife Securities Experience December 2012 - May 2013
Job VP Corporate Relations at Finance and Investment Students' Association (FISA)
Industry Financial Services
Experience
Finance and Investment Students' Association (FISA) May 2014 - Present
JCD Refrigeration Inc. May 2010 - Present
Manulife Securities December 2012 - May 2013
Young Executives Business Club September 2011 - May 2012
Skills
Wealth Management, Leadership, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Finance, Financial Analysis, Time Management
Education
John Molson School of Business 2012 — 2015
Bachelor of Commerce (BCom), Finance
Marianopolis College 2010 — 2012
Commerce Degree
Loyola High School 2005 — 2010
Finance and Investment Students' Association (FISA) May 2014 - Present
JCD Refrigeration Inc. May 2010 - Present
Manulife Securities December 2012 - May 2013
Young Executives Business Club September 2011 - May 2012
Skills
Wealth Management, Leadership, Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Finance, Financial Analysis, Time Management
Education
John Molson School of Business 2012 — 2015
Bachelor of Commerce (BCom), Finance
Marianopolis College 2010 — 2012
Commerce Degree
Loyola High School 2005 — 2010
Jeff Keizer Jeff Keizer's Manulife Securities Experience September 2010 - April 2011
Job Owner at Keizer Consulting Group
Industry Information Technology and Services
Experience
Keizer Consulting Group April 2015 - Present
CPT Global April 2011 - April 2015
Manulife Securities September 2010 - April 2011
John Hancock Financial Services May 2003 - September 2010
Castek Inc September 2000 - November 2002
Skills
SDLC, Vendor Management, Business Analysis, IT Strategy, Enterprise Architecture, Solution Architecture, PMO, DB2, IT Management, Mainframe, Requirements Analysis, SQL
Education
Saint Mary's University 1996 — 2001
BComm, Computing and Information Systems
Keizer Consulting Group April 2015 - Present
CPT Global April 2011 - April 2015
Manulife Securities September 2010 - April 2011
John Hancock Financial Services May 2003 - September 2010
Castek Inc September 2000 - November 2002
Skills
SDLC, Vendor Management, Business Analysis, IT Strategy, Enterprise Architecture, Solution Architecture, PMO, DB2, IT Management, Mainframe, Requirements Analysis, SQL
Education
Saint Mary's University 1996 — 2001
BComm, Computing and Information Systems
David Deckelbaum's Manulife Securities Experience 2009 - March 2011
Job Investment Advisor / Financial Security Advisor at HollisWealth, Global Wealth Management, Scotiabank
Industry Financial Services
Experience
HollisWealth, Global Wealth Management, Scotiabank May 2011 - Present
Manulife Securities 2009 - March 2011
Skills
Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Investment Strategies, Asset Management, Equities, Asset Allocation, Finance, Financial Analysis, Financial Planning, Investments, Portfolio Management, Retirement, Securities, Strategic Financial...
Education
Babson College 2001 — 2005
Bachelors, Finance
HollisWealth, Global Wealth Management, Scotiabank May 2011 - Present
Manulife Securities 2009 - March 2011
Skills
Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Investment Strategies, Asset Management, Equities, Asset Allocation, Finance, Financial Analysis, Financial Planning, Investments, Portfolio Management, Retirement, Securities, Strategic Financial...
Education
Babson College 2001 — 2005
Bachelors, Finance
David Hulshof, CFP David Hulshof, CFP's Manulife Securities Experience June 2006 - August 2008
Job Estate & Financial Planning Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2014 - Present
Investment Planning Counsel January 2014 - Present
Scotiabank November 2010 - Present
Scotiabank September 2009 - November 2010
Manulife Securities June 2006 - August 2008
Skills
Investments, Strategic Financial..., Banking, Finance, Financial Risk, Financial Services, Mutual Funds, Portfolio Management, Sales, Wealth Management, Retirement Planning, Financial Advisory, Investment Strategies, Loans, Financial Planning, Customer Service
Education
Sheridan College
Wilfrid Laurier University
Wilfrid Laurier University
Honours BA, Psychology2002
Sun Life Financial December 2014 - Present
Investment Planning Counsel January 2014 - Present
Scotiabank November 2010 - Present
Scotiabank September 2009 - November 2010
Manulife Securities June 2006 - August 2008
Skills
Investments, Strategic Financial..., Banking, Finance, Financial Risk, Financial Services, Mutual Funds, Portfolio Management, Sales, Wealth Management, Retirement Planning, Financial Advisory, Investment Strategies, Loans, Financial Planning, Customer Service
Education
Sheridan College
Wilfrid Laurier University
Wilfrid Laurier University
Honours BA, Psychology2002
Jenn Bowen's Manulife Securities Experience January 2006 - Present
Job Leading successful financial advisors in growth, transition and business development.
Industry Financial Services
Experience
Manulife Securities January 2006 - Present
AIC Limited April 1997 - January 2006
RBC Dominion Securities February 1995 - April 1997
Skills
Relationship Management, Business Development, Business Planning, Practice Management, CRM, Recruiting, Marketing, Consulting, Strategy, Business Strategy, New Business Development, Business Analysis, Sales Management, Marketing Strategy, Management, Account Management, Selling, Wealth Management..., Coaching, Valuation, Mutual Funds
Education
Dalhousie University 1990 — 1994
BA, Economics
Bishop Strachan, Toronto, Ontario 1984 — 1990
Manulife Securities January 2006 - Present
AIC Limited April 1997 - January 2006
RBC Dominion Securities February 1995 - April 1997
Skills
Relationship Management, Business Development, Business Planning, Practice Management, CRM, Recruiting, Marketing, Consulting, Strategy, Business Strategy, New Business Development, Business Analysis, Sales Management, Marketing Strategy, Management, Account Management, Selling, Wealth Management..., Coaching, Valuation, Mutual Funds
Education
Dalhousie University 1990 — 1994
BA, Economics
Bishop Strachan, Toronto, Ontario 1984 — 1990
Matthew Rooney, CIM Matthew Rooney, CIM's Manulife Securities Experience October 2009 - August 2012
Job .
Industry Financial Services
Experience
TD Waterhouse Private Investment Advice August 2012 - June 2013
Manulife Securities October 2009 - August 2012
PWL Capital February 2008 - February 2009
CIBC Wood Gundy June 2006 - February 2008
Skills
Investments, Wealth Management, Asset Allocation, ETFs, Portfolio Management, Equities, Estate Planning, Retirement Planning, Investment Strategies, RRSP, Securities, Financial Analysis, Corporate Estate Bond, Insurance, Bonds, Fixed Income, Financial Planning, Mutual Funds
Education
Concordia University
Loyola High School
TD Waterhouse Private Investment Advice August 2012 - June 2013
Manulife Securities October 2009 - August 2012
PWL Capital February 2008 - February 2009
CIBC Wood Gundy June 2006 - February 2008
Skills
Investments, Wealth Management, Asset Allocation, ETFs, Portfolio Management, Equities, Estate Planning, Retirement Planning, Investment Strategies, RRSP, Securities, Financial Analysis, Corporate Estate Bond, Insurance, Bonds, Fixed Income, Financial Planning, Mutual Funds
Education
Concordia University
Loyola High School
Jerry Santucci Jerry Santucci's Manulife Securities Experience August 2007 - January 2014
Job Senior Investment Advisor at Mandeville Private Client
Industry Financial Services
Experience
Mandeville Private Client January 2014 - Present
Manulife Securities August 2007 - January 2014
Berkshire Securities September 1992 - September 2007
Investors Group June 1984 - September 1992
Skills
Estate Planning, Financial Planning, Investments, Insurance, Banking, Wealth Management, Portfolio Management, Risk Management, Retirement Planning, Mutual Funds, Annuities, Asset Management, Equities, Securities, Risk, Investment Advisory, Research, Retirement, Small Business, Budgeting, Tax, Succession Planning, Mortgage, Compliance, Strategic Financial..., Mortgage Lending, Financial Planners, Fixed Annuities, Investment Strategies, Wealth, Financial Advisory, Asset Allocation, Financial Services, Investment Management, ETFs, Wealth Management..., Finance
Education
King's University College 1977 — 1979
ba, economic
Cathedral Boys High School, Hamilton Ontario 1971 — 1976
Bachelor of Arts (B.A.), Economics
Western University
Bachelor of Arts (B.A.), Economics
Mandeville Private Client January 2014 - Present
Manulife Securities August 2007 - January 2014
Berkshire Securities September 1992 - September 2007
Investors Group June 1984 - September 1992
Skills
Estate Planning, Financial Planning, Investments, Insurance, Banking, Wealth Management, Portfolio Management, Risk Management, Retirement Planning, Mutual Funds, Annuities, Asset Management, Equities, Securities, Risk, Investment Advisory, Research, Retirement, Small Business, Budgeting, Tax, Succession Planning, Mortgage, Compliance, Strategic Financial..., Mortgage Lending, Financial Planners, Fixed Annuities, Investment Strategies, Wealth, Financial Advisory, Asset Allocation, Financial Services, Investment Management, ETFs, Wealth Management..., Finance
Education
King's University College 1977 — 1979
ba, economic
Cathedral Boys High School, Hamilton Ontario 1971 — 1976
Bachelor of Arts (B.A.), Economics
Western University
Bachelor of Arts (B.A.), Economics
Kristina Honchar, CFA Kristina Honchar, CFA's Manulife Securities Experience November 2011 - September 2013
Job Product Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns March 2015 - Present
Edward Jones September 2013 - March 2015
Burlington Body Camp April 2010 - August 2014
Manulife Securities November 2011 - September 2013
CIBC Asset Management September 2006 - June 2009
CIBC Wealth Management February 2003 - September 2006
Synergy Asset Management March 2002 - February 2003
Merrill Lynch Canada Inc. July 2000 - March 2002
CIBC Wood Gundy June 1998 - March 2000
CIBC Wood Gundy 2000 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services
Education
Can Fit Pro 2009 — 2009
Personal Training Specialist (PTS)
York University - Schulich School of Business 2004 — 2004
Marketing Management Course
CFA Institute 2000 — 2003
Chartered Financial Analyst
University of Guelph 1994 — 1998
Honours B.Sc., Biology
BMO Nesbitt Burns March 2015 - Present
Edward Jones September 2013 - March 2015
Burlington Body Camp April 2010 - August 2014
Manulife Securities November 2011 - September 2013
CIBC Asset Management September 2006 - June 2009
CIBC Wealth Management February 2003 - September 2006
Synergy Asset Management March 2002 - February 2003
Merrill Lynch Canada Inc. July 2000 - March 2002
CIBC Wood Gundy June 1998 - March 2000
CIBC Wood Gundy 2000 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services
Education
Can Fit Pro 2009 — 2009
Personal Training Specialist (PTS)
York University - Schulich School of Business 2004 — 2004
Marketing Management Course
CFA Institute 2000 — 2003
Chartered Financial Analyst
University of Guelph 1994 — 1998
Honours B.Sc., Biology
Thomas Collison's Manulife Securities Experience July 2009 - March 2012
Job Senior Financial Advisor at Scotiabank
Industry Financial Services
Experience
Scotiabank July 2014 - Present
Scotiabank September 2013 - July 2014
DundeeWealth Inc February 2012 - September 2013
Manulife Securities July 2009 - March 2012
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Strategic Financial..., Estate Planning, Investment Strategies, Investments, Financial Advisory, Securities, Fixed Annuities, Wealth Accumulation, Wealth, Asset Allocation
Education
Conestoga College
Advanced Diploma, Business Administration - Financial Planning
Scotiabank July 2014 - Present
Scotiabank September 2013 - July 2014
DundeeWealth Inc February 2012 - September 2013
Manulife Securities July 2009 - March 2012
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Strategic Financial..., Estate Planning, Investment Strategies, Investments, Financial Advisory, Securities, Fixed Annuities, Wealth Accumulation, Wealth, Asset Allocation
Education
Conestoga College
Advanced Diploma, Business Administration - Financial Planning
Jean DeLuca Jean DeLuca's Manulife Securities Experience January 2014 - Present
Job Marketing & Communications Professional
Industry Marketing and Advertising
Experience
Manulife Securities January 2014 - Present
Fengate Corporation February 2008 - 2013
Skills
Strategic Planning, Event Planning, Budgets, Negotiation, Time Management, Communication Skills, Marketing Management, Marketing, Management, Leadership, Online Advertising
Education
McMaster University
Bachelor of Arts (B.A.)
Mohawk College
Honours Diploma, Broadcast Journalism
Manulife Securities January 2014 - Present
Fengate Corporation February 2008 - 2013
Skills
Strategic Planning, Event Planning, Budgets, Negotiation, Time Management, Communication Skills, Marketing Management, Marketing, Management, Leadership, Online Advertising
Education
McMaster University
Bachelor of Arts (B.A.)
Mohawk College
Honours Diploma, Broadcast Journalism
Jeremy Santucci Jeremy Santucci's Manulife Securities Experience July 2013 - August 2013
Job Manager, Digital Merchandising at RBC
Industry Financial Services
Experience
RBC March 2015 - Present
RBC January 2014 - January 2015
Manulife Securities July 2013 - August 2013
University Students' Council at The University of Western Ontario May 2012 - May 2013
King's University College Students' Council April 2011 - May 2012
Manulife Securities May 2009 - August 2010
AIC Ltd June 2008 - August 2008
Skills
Strategist, Consulting, Public Speaking, Finance, Research, Social Media, Event Planning, Public Relations, Non-profits, Teamwork, Microsoft Office, Time Management, Portfolio Management, Event Management, Financial Analysis, Forecasting, Social Media Marketing, Budgets, Nonprofits, Marketing, Leadership, Strategy, Management, Team Leadership
Education
The University of Western Ontario
Professional Certificate, Public Relations & Communications
The University of Western Ontario
Professional Certificate, Marketing
The University of Western Ontario - King's University College 2008 — 2012
Bachelor of Management & Organizational Studies, Finance and Administration
Dongbei University of Finance and Economics
Operations Management and Supervision
RBC March 2015 - Present
RBC January 2014 - January 2015
Manulife Securities July 2013 - August 2013
University Students' Council at The University of Western Ontario May 2012 - May 2013
King's University College Students' Council April 2011 - May 2012
Manulife Securities May 2009 - August 2010
AIC Ltd June 2008 - August 2008
Skills
Strategist, Consulting, Public Speaking, Finance, Research, Social Media, Event Planning, Public Relations, Non-profits, Teamwork, Microsoft Office, Time Management, Portfolio Management, Event Management, Financial Analysis, Forecasting, Social Media Marketing, Budgets, Nonprofits, Marketing, Leadership, Strategy, Management, Team Leadership
Education
The University of Western Ontario
Professional Certificate, Public Relations & Communications
The University of Western Ontario
Professional Certificate, Marketing
The University of Western Ontario - King's University College 2008 — 2012
Bachelor of Management & Organizational Studies, Finance and Administration
Dongbei University of Finance and Economics
Operations Management and Supervision
Mark Colangelo Mark Colangelo's Manulife Securities Experience July 2008 - Present
Job Investment Advisor and Financial Security Advisor at Manulife Securities
Industry Investment Management
Experience
Manulife Securities July 2008 - Present
Prestige Telecom September 1998 - March 2005
Skills
Retirement Planning, Retirement, Tax, Wealth Management, Investments, Investment Strategies, Investment Advisory, Insurance, Finance, Business Development, Customer Service, Disability Insurance, Estate Planning, Portfolio Management, Strategic Financial..., Asset Allocation, Securities, Mutual Funds
Education
University of Ottawa 1996 — 1998
Public Policy/Public Management
Manulife Securities July 2008 - Present
Prestige Telecom September 1998 - March 2005
Skills
Retirement Planning, Retirement, Tax, Wealth Management, Investments, Investment Strategies, Investment Advisory, Insurance, Finance, Business Development, Customer Service, Disability Insurance, Estate Planning, Portfolio Management, Strategic Financial..., Asset Allocation, Securities, Mutual Funds
Education
University of Ottawa 1996 — 1998
Public Policy/Public Management
Susan Lott Susan Lott's Manulife Securities Experience 1995 - 2005
Job Independent Facilitator and Manager at Facile Waterloo Region
Industry Research
Experience
Facile Waterloo Region December 2010 - Present
Manulife Securities 1995 - 2005
CIBC 1986 - 1993
Skills
Non-profit Program..., Project Management, Event Management, Operations Management, Team Management, Community Development, Community Engagement, Diversity & Inclusion..., Office Administration, Analysis, Leadership Development
Education
Conestoga College
Marketing
Facile Waterloo Region December 2010 - Present
Manulife Securities 1995 - 2005
CIBC 1986 - 1993
Skills
Non-profit Program..., Project Management, Event Management, Operations Management, Team Management, Community Development, Community Engagement, Diversity & Inclusion..., Office Administration, Analysis, Leadership Development
Education
Conestoga College
Marketing
David Auger David Auger's Manulife Securities Experience November 2005 - November 2011
Job Service and Support Manager at VOTI
Industry Security and Investigations
Experience
VOTI February 2014 - Present
VOTI November 2011 - February 2014
Manulife Securities November 2005 - November 2011
CIBC Wood Gundy February 2003 - November 2004
Skills
Strategic Planning, Training, Team Building, Team Leadership, Marketing, Sales, Risk Management, Time Management, Insurance, Project Planning, Business Strategy, Business Development, Investments, Account Management, Marketing Strategy, Teamwork, Management, Start-ups, Leadership, Financial Analysis, Microsoft Excel, New Business Development, Business Planning, Project Management, Security, Product Management, Sales Engineering
Education
Concordia University 1997 — 2001
BA, Economics
CEGEP - John Abbott College
DEC, Natural Sciences
VOTI February 2014 - Present
VOTI November 2011 - February 2014
Manulife Securities November 2005 - November 2011
CIBC Wood Gundy February 2003 - November 2004
Skills
Strategic Planning, Training, Team Building, Team Leadership, Marketing, Sales, Risk Management, Time Management, Insurance, Project Planning, Business Strategy, Business Development, Investments, Account Management, Marketing Strategy, Teamwork, Management, Start-ups, Leadership, Financial Analysis, Microsoft Excel, New Business Development, Business Planning, Project Management, Security, Product Management, Sales Engineering
Education
Concordia University 1997 — 2001
BA, Economics
CEGEP - John Abbott College
DEC, Natural Sciences
Abdulkarim Al Hiraki's Manulife Securities Experience July 2010 - August 2011
Job Business Analyst at Jesta I.S.
Industry Information Technology and Services
Experience
Jesta I.S. February 2014 - Present
Manulife Securities July 2010 - August 2011
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Research, French, Financial Analysis, Social Media, Data Analysis, English, SPSS, Economics, Time Management
Education
McGill University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance and Economics
IAK
Jesta I.S. February 2014 - Present
Manulife Securities July 2010 - August 2011
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Research, French, Financial Analysis, Social Media, Data Analysis, English, SPSS, Economics, Time Management
Education
McGill University 2009 — 2013
Bachelor of Commerce (B.Com.), Finance and Economics
IAK
Alex Kepic Alex Kepic's Manulife Securities Experience April 2010 - November 2012
Job Technical Business Analyst at Maritz Loyalty Marketing is now Bond Brand Loyalty
Industry Marketing and Advertising
Experience
Maritz Loyalty Marketing is now Bond Brand Loyalty November 2014 - Present
Wolseley November 2012 - November 2014
Manulife Securities April 2010 - November 2012
AIC Ltd October 2008 - April 2010
AIC Ltd May 2002 - September 2008
AIC Ltd January 2001 - May 2002
AIC Ltd October 1999 - January 2001
AIC Ltd October 1998 - October 1999
AIC Ltd May 1998 - October 1998
Manulife Securities August 1995 - August 1997
Skills
Microsoft SQL Server, .NET, SQL, SSIS, Software Development, SDLC, SharePoint, XML, Analysis, Requirements Analysis, Crystal Reports, Enterprise Architecture, Business Analysis, HTML, Databases, JavaScript, Web Services, ITIL, WCF, ASP.NET, Business Intelligence, ASP, LINQ, VBScript, OOP, Access, Testing, Visio, Agile Methodologies, Web Applications, Integration, IIS, C#, Systems Analysis, Visual Basic, AJAX, SOA, TFS, Database Design, SOAP, T-SQL, Entity Framework, ADO.NET, ASP.NET AJAX, Web Development, REST, Requirements Gathering, VSS, Architectures, VBA
Education
iProDeveloper 2013 — 2013
Course Training, IBM iPro SQL Server Developers
CDI or Equivalent Continuing Education 2008 — 2008
Course Training, SharePoint Designer 2007
CDI 2007 — 2007
Course Training, Pivotal CRM
Trios o Equivalent Continuing Education 2007 — 2007
Course Training, SQL Server 2005
Trios or Equivalent Continuing Education 2006 — 2006
Course Training, Visual Studio .NET 2005
Trios or Equivalent Continuing Education 2003 — 2003
Course Training, ASP.NET/C# Programming
Microsoft Certified Professional 2002 — 2002
Certification, Visual Basic 6.0
Trios 2002 — 2002
Course Training, Visual Basic 6.0
Conestoga College 1997 — 1998
Course Training, Systems Analsys, Design, and Programming
IFIC Operations, IFIC Sales Certificates 1996 — 1996
Certification, Financial Services
Maritz Loyalty Marketing is now Bond Brand Loyalty November 2014 - Present
Wolseley November 2012 - November 2014
Manulife Securities April 2010 - November 2012
AIC Ltd October 2008 - April 2010
AIC Ltd May 2002 - September 2008
AIC Ltd January 2001 - May 2002
AIC Ltd October 1999 - January 2001
AIC Ltd October 1998 - October 1999
AIC Ltd May 1998 - October 1998
Manulife Securities August 1995 - August 1997
Skills
Microsoft SQL Server, .NET, SQL, SSIS, Software Development, SDLC, SharePoint, XML, Analysis, Requirements Analysis, Crystal Reports, Enterprise Architecture, Business Analysis, HTML, Databases, JavaScript, Web Services, ITIL, WCF, ASP.NET, Business Intelligence, ASP, LINQ, VBScript, OOP, Access, Testing, Visio, Agile Methodologies, Web Applications, Integration, IIS, C#, Systems Analysis, Visual Basic, AJAX, SOA, TFS, Database Design, SOAP, T-SQL, Entity Framework, ADO.NET, ASP.NET AJAX, Web Development, REST, Requirements Gathering, VSS, Architectures, VBA
Education
iProDeveloper 2013 — 2013
Course Training, IBM iPro SQL Server Developers
CDI or Equivalent Continuing Education 2008 — 2008
Course Training, SharePoint Designer 2007
CDI 2007 — 2007
Course Training, Pivotal CRM
Trios o Equivalent Continuing Education 2007 — 2007
Course Training, SQL Server 2005
Trios or Equivalent Continuing Education 2006 — 2006
Course Training, Visual Studio .NET 2005
Trios or Equivalent Continuing Education 2003 — 2003
Course Training, ASP.NET/C# Programming
Microsoft Certified Professional 2002 — 2002
Certification, Visual Basic 6.0
Trios 2002 — 2002
Course Training, Visual Basic 6.0
Conestoga College 1997 — 1998
Course Training, Systems Analsys, Design, and Programming
IFIC Operations, IFIC Sales Certificates 1996 — 1996
Certification, Financial Services
Eyal Amon Eyal Amon's Manulife Securities Experience November 1999 - Present
Job Senior Investment Advisor, Branch Manager at Manulife Securities Incorporated
Industry Investment Management
Experience
Manulife Securities November 1999 - Present
Investors Group November 1992 - November 1999
Skills
Mutual Funds, Investments, Investment Advisory, Wealth Management, Retirement Planning, Investment Management, Securities, Equities, Wealth, Estate Planning, Investment Strategies, Strategic Financial..., Financial Advisory, Asset Management, Asset Allocation, Financial Planners, Financial Services, Stocks, Trading, Pensions, ETFs, Life Insurance, Fixed Annuities, Wealth Management..., Insurance, Financial Planning
Education
Concordia University 1987 — 1992
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Manulife Securities November 1999 - Present
Investors Group November 1992 - November 1999
Skills
Mutual Funds, Investments, Investment Advisory, Wealth Management, Retirement Planning, Investment Management, Securities, Equities, Wealth, Estate Planning, Investment Strategies, Strategic Financial..., Financial Advisory, Asset Management, Asset Allocation, Financial Planners, Financial Services, Stocks, Trading, Pensions, ETFs, Life Insurance, Fixed Annuities, Wealth Management..., Insurance, Financial Planning
Education
Concordia University 1987 — 1992
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Marie Organ Marie Organ's Manulife Securities Experience March 2014 - September 2014
Job Financial Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management September 2014 - Present
Manulife Securities March 2014 - September 2014
Barrington Wealth Partners January 2007 - 2013
Bank of Montreal 2001 - December 2006
Bank of Montreal 1997 - 2001
Skills
Retirement Planning, Succession Planning, Investment Management, Transition Planning, Estate Planning, Strategic Financial..., Wealth Management, Insurance, Small Business, Life Insurance, Tax, Disability Insurance, Financial Advisory, Wealth, Investment Advisory, Investments, Investment Strategies, Mutual Funds, Finance, Retirement, Critical Illness, Financial Planners, Asset Allocation, Pensions, Wealth Accumulation, Wealth Management..., Securities, High Net Worth..., Financial Services, Portfolio Management, Income Protection, Asset Management, Segregated Funds, Retirement Savings, Term Life Insurance, Wealth Preservation..., ETFs, RRSP, Financial Analysis, TFSA, Saving for Education, Bonds, Alternative Investments, Financial Planning
Education
Saint Mary's University 1993 — 1997
B.Comm.
Canadian Securities Institute
FMA
Institute of Canadian Bankers
TD Wealth Management September 2014 - Present
Manulife Securities March 2014 - September 2014
Barrington Wealth Partners January 2007 - 2013
Bank of Montreal 2001 - December 2006
Bank of Montreal 1997 - 2001
Skills
Retirement Planning, Succession Planning, Investment Management, Transition Planning, Estate Planning, Strategic Financial..., Wealth Management, Insurance, Small Business, Life Insurance, Tax, Disability Insurance, Financial Advisory, Wealth, Investment Advisory, Investments, Investment Strategies, Mutual Funds, Finance, Retirement, Critical Illness, Financial Planners, Asset Allocation, Pensions, Wealth Accumulation, Wealth Management..., Securities, High Net Worth..., Financial Services, Portfolio Management, Income Protection, Asset Management, Segregated Funds, Retirement Savings, Term Life Insurance, Wealth Preservation..., ETFs, RRSP, Financial Analysis, TFSA, Saving for Education, Bonds, Alternative Investments, Financial Planning
Education
Saint Mary's University 1993 — 1997
B.Comm.
Canadian Securities Institute
FMA
Institute of Canadian Bankers
Bruce Norgren's Manulife Securities Experience May 1994 - June 1996
Job Senior Manager, AML Compliance at Western Union Financial Services (Canada)
Industry Financial Services
Experience
Western Union Financial Services (Canada) July 2015 - Present
BMO Global Asset Management January 2014 - February 2015
NEI Investments November 2008 - January 2014
RBC Capital Markets October 2007 - November 2008
Manulife Financial June 2001 - September 2005
Manulife Securities (a subsidiary of Manulife Financial) June 1999 - September 2005
Manulife Financial June 1997 - June 1999
Manulife Securities May 1994 - June 1996
Manulife Financial June 1989 - June 1994
Skills
Compliance, Risk Management, Policy, Investments, Mutual Funds, Insurance, Corporate Governance, Asset Management, Securities, Strategic Planning, Due Diligence, AML, Change Management, Team Building, Executive Management, Asset Managment, Governance, Wealth Management, Investment Advisory, Portfolio Management, Investment Management, Financial Risk, Banking
Education
Canadian Securities Institute 2008 — 2008
Chief Compliance Officers Qualifying Exam, Investment Dealer Compliance
Canadian Securities Institute 2002 — 2002
Partners, Directors & Senior Officers
Canadian Securities Institute 1996 — 1996
Canadian Securities Course
Investment Funds Institute of Canada 1994 — 1994
Officers, Partners, Directors
Wilfrid Laurier University 1988 — 1990
MBA
Life Office Management Association 1983 — 1985
FLMI, Insurance
Dalhousie University 1979 — 1983
B.Comm
Western Union Financial Services (Canada) July 2015 - Present
BMO Global Asset Management January 2014 - February 2015
NEI Investments November 2008 - January 2014
RBC Capital Markets October 2007 - November 2008
Manulife Financial June 2001 - September 2005
Manulife Securities (a subsidiary of Manulife Financial) June 1999 - September 2005
Manulife Financial June 1997 - June 1999
Manulife Securities May 1994 - June 1996
Manulife Financial June 1989 - June 1994
Skills
Compliance, Risk Management, Policy, Investments, Mutual Funds, Insurance, Corporate Governance, Asset Management, Securities, Strategic Planning, Due Diligence, AML, Change Management, Team Building, Executive Management, Asset Managment, Governance, Wealth Management, Investment Advisory, Portfolio Management, Investment Management, Financial Risk, Banking
Education
Canadian Securities Institute 2008 — 2008
Chief Compliance Officers Qualifying Exam, Investment Dealer Compliance
Canadian Securities Institute 2002 — 2002
Partners, Directors & Senior Officers
Canadian Securities Institute 1996 — 1996
Canadian Securities Course
Investment Funds Institute of Canada 1994 — 1994
Officers, Partners, Directors
Wilfrid Laurier University 1988 — 1990
MBA
Life Office Management Association 1983 — 1985
FLMI, Insurance
Dalhousie University 1979 — 1983
B.Comm
Daniel Provost Daniel Provost's Manulife Securities Experience April 2015 - Present
Job
Industry Financial Services
Experience
Manulife Securities April 2015 - Present
Skills
Investments, Portfolio Management, Insurance, Wealth Management, Asset Management, Risk Management, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Asset Allocation, Equities, Finance, Strategic Financial..., Financial Advisory, Fixed Income, Retirement, Securities, Wealth
Education
Royal Military College of Canada/Collège militaire royal du Canada 1989 — 1994
B.A., Administration
Collège Laval 1984 — 1989
Manulife Securities April 2015 - Present
Skills
Investments, Portfolio Management, Insurance, Wealth Management, Asset Management, Risk Management, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Asset Allocation, Equities, Finance, Strategic Financial..., Financial Advisory, Fixed Income, Retirement, Securities, Wealth
Education
Royal Military College of Canada/Collège militaire royal du Canada 1989 — 1994
B.A., Administration
Collège Laval 1984 — 1989
Ana Csefko Ana Csefko's Manulife Securities Experience February 2010 - 2011
Job FreightForward Agent at CONSOLAIR INC.
Industry Consumer Services
Experience
CONSOLAIR INC. February 2015 - Present
CutyBox.com September 2013 - January 2015
AJW TECHNIQUE September 2013 - May 2014
MHD Rockland September 2011 - September 2013
Manulife Securities February 2010 - 2011
# company May 2006 - January 2009
Skills
Legal Research, New Business Development, Contract Negotiation, Strategic Planning, Business Development, Account Management, Coaching, Time Management
Education
McGill University 2006 — 2009
Equivalent Studies in Law, LAW
University of Bucharest
Diploma of Postgraduate Studies, International Law
University of Bucharest
BACHELOR DEGREE IN LAW, Law
Université de Strasbourg
Certificate on Human Rights Studies, Human Rights Law
CONSOLAIR INC. February 2015 - Present
CutyBox.com September 2013 - January 2015
AJW TECHNIQUE September 2013 - May 2014
MHD Rockland September 2011 - September 2013
Manulife Securities February 2010 - 2011
# company May 2006 - January 2009
Skills
Legal Research, New Business Development, Contract Negotiation, Strategic Planning, Business Development, Account Management, Coaching, Time Management
Education
McGill University 2006 — 2009
Equivalent Studies in Law, LAW
University of Bucharest
Diploma of Postgraduate Studies, International Law
University of Bucharest
BACHELOR DEGREE IN LAW, Law
Université de Strasbourg
Certificate on Human Rights Studies, Human Rights Law
Eve Makarova, CFP Eve Makarova, CFP's Manulife Securities Experience October 2007 - December 2011
Job Regional Director at Natixis Global Asset Management NGAM Canada LP
Industry Financial Services
Experience
Natixis Global Asset Management June 2014 - Present
NexGen Financial Limited Partnership December 2011 - May 2014
Manulife Securities October 2007 - December 2011
IA Clarington January 2007 - October 2007
Municipal Public School#38 September 2004 - August 2006
Education
George Brown College
Post-graduate Certificate with Honours, Strategic Relationship Marketing
George Brown College
Post-graduate Certificate with Honours, Financial Planning
Lipetsk State Pedagogical University (LSPU)
Teacher of the English and German languages, Foreign Languages
Natixis Global Asset Management June 2014 - Present
NexGen Financial Limited Partnership December 2011 - May 2014
Manulife Securities October 2007 - December 2011
IA Clarington January 2007 - October 2007
Municipal Public School#38 September 2004 - August 2006
Education
George Brown College
Post-graduate Certificate with Honours, Strategic Relationship Marketing
George Brown College
Post-graduate Certificate with Honours, Financial Planning
Lipetsk State Pedagogical University (LSPU)
Teacher of the English and German languages, Foreign Languages
Puy Heang Taing Puy Heang Taing's Manulife Securities Experience June 2011 - April 2012
Job Account Manager at Laurentian Bank
Industry Financial Services
Experience
Laurentian Bank April 2012 - Present
Manulife Securities June 2011 - April 2012
Financiere Vie-Sion August 2010 - June 2011
La Betise Restaurant August 2010 - June 2011
Restaurant Kyomi December 2008 - June 2010
Skills
Investments, Financial Analysis, CRM, Management, Marketing, Training
Education
Université Laval 2015 — 2016
Microprogramme en gestion de risques assurables
Université du Québec à Montréal 2005 — 2009
Bachelor, Finance
Laurentian Bank April 2012 - Present
Manulife Securities June 2011 - April 2012
Financiere Vie-Sion August 2010 - June 2011
La Betise Restaurant August 2010 - June 2011
Restaurant Kyomi December 2008 - June 2010
Skills
Investments, Financial Analysis, CRM, Management, Marketing, Training
Education
Université Laval 2015 — 2016
Microprogramme en gestion de risques assurables
Université du Québec à Montréal 2005 — 2009
Bachelor, Finance
Cameron Jacox's Manulife Securities Experience January 2009 - September 2011
Job The layer of software on top of life insurance distribution, InforcePRO™
Industry Computer Software
Experience
InforcePro™ August 2011 - Present
Manulife Securities January 2009 - September 2011
T&I Inc. August 2009 - May 2010
Aligned Capital, Money Managers Insurance Services April 2007 - September 2009
Skills
Business Strategy, Data Mining, Business Planning, Market Research, Analysis, Analytics, Valuation, Strategy, Entrepreneurship, Strategic Planning, Leadership, Cross-functional Team..., New Business Development, Investments, Insurance, Strategic Financial..., Sales, Risk Management, Financial Services, Marketing, Data Analysis, Management, Start-ups, Consulting, Data Management, Business Analytics, Team Leadership, Customer Service, Management Consulting, Business Analysis, Project Planning, Finance, Business Development, Competitive Analysis, Mergers & Acquisitions, CRM, Strategic Partnerships, Executive Management, Selling, Financial Modeling, Financial Analysis, Small Business, Product Management, Portfolio Management, Venture Capital, Financial Advisory, Life Insurance, Mutual Funds, Wealth Management, Retirement Planning
Education
Boston, MA
Bachelors of Science in Business Administation, Strategic Management and Entrepreneurship, 3.8/4.0
InforcePro™ August 2011 - Present
Manulife Securities January 2009 - September 2011
T&I Inc. August 2009 - May 2010
Aligned Capital, Money Managers Insurance Services April 2007 - September 2009
Skills
Business Strategy, Data Mining, Business Planning, Market Research, Analysis, Analytics, Valuation, Strategy, Entrepreneurship, Strategic Planning, Leadership, Cross-functional Team..., New Business Development, Investments, Insurance, Strategic Financial..., Sales, Risk Management, Financial Services, Marketing, Data Analysis, Management, Start-ups, Consulting, Data Management, Business Analytics, Team Leadership, Customer Service, Management Consulting, Business Analysis, Project Planning, Finance, Business Development, Competitive Analysis, Mergers & Acquisitions, CRM, Strategic Partnerships, Executive Management, Selling, Financial Modeling, Financial Analysis, Small Business, Product Management, Portfolio Management, Venture Capital, Financial Advisory, Life Insurance, Mutual Funds, Wealth Management, Retirement Planning
Education
Boston, MA
Bachelors of Science in Business Administation, Strategic Management and Entrepreneurship, 3.8/4.0
Nicole van Warmerdam's Manulife Securities Experience November 2010 - August 2011
Job Performance Enhancement Advisory at Deloitte
Industry Financial Services
Experience
Deloitte Canada April 2014 - Present
Monster Energy August 2011 - August 2014
RBC January 2012 - August 2013
Manulife Securities November 2010 - August 2011
IBI Group July 2010 - September 2010
Media Resources International May 2010 - July 2010
ClubLink May 2009 - September 2009
Hunter Amenities International Ltd. May 2008 - September 2008
SDI Marketing May 2008 - September 2008
Skills
Teamwork, Leadership, Time Management, Marketing Strategy, Customer Service, Sales, Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Data Analysis, Project Management, PowerPoint, Strategic Planning, Event Management, Competitive Analysis, Negotiation, Strategy, Customer Experience, Customer Loyalty, Customer Insight
Education
McMaster University 2011 — 2013
MBA, Specializations in Finance and Strategic Marketing
Western University 2006 — 2010
B.A., Honours Specialization Kinesiology
Deloitte Canada April 2014 - Present
Monster Energy August 2011 - August 2014
RBC January 2012 - August 2013
Manulife Securities November 2010 - August 2011
IBI Group July 2010 - September 2010
Media Resources International May 2010 - July 2010
ClubLink May 2009 - September 2009
Hunter Amenities International Ltd. May 2008 - September 2008
SDI Marketing May 2008 - September 2008
Skills
Teamwork, Leadership, Time Management, Marketing Strategy, Customer Service, Sales, Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Data Analysis, Project Management, PowerPoint, Strategic Planning, Event Management, Competitive Analysis, Negotiation, Strategy, Customer Experience, Customer Loyalty, Customer Insight
Education
McMaster University 2011 — 2013
MBA, Specializations in Finance and Strategic Marketing
Western University 2006 — 2010
B.A., Honours Specialization Kinesiology
Steven Collison Steven Collison's Manulife Securities Experience May 2010 - August 2010
Job Financial Services Representative at TD
Industry Banking
Experience
TD January 2012 - February 2015
TD Canada Trust November 2010 - December 2011
Manulife Securities May 2010 - August 2010
Skills
Banking, Retail Banking, Commercial Banking, Credit, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Credit Risk, Mortgage Lending, Lines Of Credit, Investments, Mutual Funds, Managing Accounts, Residential Mortgages
Education
Canadian Securities Institute
Financial Planning 1
Canadian Securities Institute
Personal Financial Service and Advice
Canadian Securities Institue
Canadian Securities Course
McMaster University 2006 — 2010
Bachelor's degree, Economics
Canadian Securities Institute 2010 — 2010
Certificate, Investment Funds In Canada
TD January 2012 - February 2015
TD Canada Trust November 2010 - December 2011
Manulife Securities May 2010 - August 2010
Skills
Banking, Retail Banking, Commercial Banking, Credit, Loans, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Credit Risk, Mortgage Lending, Lines Of Credit, Investments, Mutual Funds, Managing Accounts, Residential Mortgages
Education
Canadian Securities Institute
Financial Planning 1
Canadian Securities Institute
Personal Financial Service and Advice
Canadian Securities Institue
Canadian Securities Course
McMaster University 2006 — 2010
Bachelor's degree, Economics
Canadian Securities Institute 2010 — 2010
Certificate, Investment Funds In Canada
Joseph Passalalpi Joseph Passalalpi's Manulife Securities Experience May 2010 - August 2011
Job at
Industry Financial Services
Experience
BMO Financial Group May 2015 - Present
BMO July 2012 - April 2015
BMO Financial Group August 2011 - July 2012
Manulife Securities May 2010 - August 2011
HSBC February 2008 - March 2010
Skills
Wealth Management, Banking, Mutual Funds, Investments, Financial Services, Equities, Financial Analysis, Portfolio Management, Fixed Income, Strategic Financial..., Relationship Management, Financial Modeling, Asset Managment, ETFs, Capital Markets, Trading, Financial Planning, Asset Management, Credit Analysis, Investment Strategies
Education
Concordia University 2007 — 2010
Bachelor, Finance
Canadian Securities Institute
Canadian Securities Course/Conduct Practice Handbook/¸Investments Funds in Canada
BMO Financial Group May 2015 - Present
BMO July 2012 - April 2015
BMO Financial Group August 2011 - July 2012
Manulife Securities May 2010 - August 2011
HSBC February 2008 - March 2010
Skills
Wealth Management, Banking, Mutual Funds, Investments, Financial Services, Equities, Financial Analysis, Portfolio Management, Fixed Income, Strategic Financial..., Relationship Management, Financial Modeling, Asset Managment, ETFs, Capital Markets, Trading, Financial Planning, Asset Management, Credit Analysis, Investment Strategies
Education
Concordia University 2007 — 2010
Bachelor, Finance
Canadian Securities Institute
Canadian Securities Course/Conduct Practice Handbook/¸Investments Funds in Canada
Andrew Khalil, B.Eng. Andrew Khalil, B.Eng.'s Manulife Securities Experience July 2007 - July 2009
Job Director, Product Market Development | Human Capital
Industry Information Technology and Services
Experience
Deloitte Canada April 2015 - Present
BDC November 2014 - April 2015
ERP Guru, Cloud Solution Provider February 2011 - November 2014
Sobeys June 2010 - February 2011
Manulife Securities July 2007 - July 2009
Skills
SaaS, E-commerce, Business Analysis, Sales Support, Cloud Computing, ERP, Team Leadership, Customer Service, CRM, Solution Selling, Software Implementation, Business Process..., CMS, Change Management, Problem Solving, Process Improvement, Business Process, Requirements Analysis, Project Planning, Customer Relations, Online Marketing, Inventory Management, Software Project..., Business Intelligence, Accounting, Account Management, Team Management, Planning, Enterprise Software, Integration, Sales, NetSuite, Sales Operations, Project Management, Management
Education
Concordia University 2005 — 2010
Bachelor, Industrial Engineer
CEGEP - John Abbott College 2002 — 2005
Pure and Applied Sciences, Pure and Applied Sciences
Jean XXIII 1997 — 2002
Deloitte Canada April 2015 - Present
BDC November 2014 - April 2015
ERP Guru, Cloud Solution Provider February 2011 - November 2014
Sobeys June 2010 - February 2011
Manulife Securities July 2007 - July 2009
Skills
SaaS, E-commerce, Business Analysis, Sales Support, Cloud Computing, ERP, Team Leadership, Customer Service, CRM, Solution Selling, Software Implementation, Business Process..., CMS, Change Management, Problem Solving, Process Improvement, Business Process, Requirements Analysis, Project Planning, Customer Relations, Online Marketing, Inventory Management, Software Project..., Business Intelligence, Accounting, Account Management, Team Management, Planning, Enterprise Software, Integration, Sales, NetSuite, Sales Operations, Project Management, Management
Education
Concordia University 2005 — 2010
Bachelor, Industrial Engineer
CEGEP - John Abbott College 2002 — 2005
Pure and Applied Sciences, Pure and Applied Sciences
Jean XXIII 1997 — 2002
Abhay Abhyankar's Manulife Securities Experience April 2008 - August 2008
Job Head of Analysis & Research, Assistant Portfolio Manager
Industry Financial Services
Experience
Niagara Capital Partners Ltd. September 2008 - Present
Manulife Securities April 2008 - August 2008
Brock University September 2007 - April 2008
Manulife Securities April 2007 - August 2007
Skills
Global Macro, Investment Strategies, Risk Management, Portfolio Management, foreign exchange..., Emerging Markets, Derivatives, Hedge Funds, Research, Matlab, Equity Derivatives, Commodity Markets, Investment Management, Risk Allocation, Quantitative Research, Fixed Income
Education
Brock University 2006 — 2008
Master of Business Administration (MBA), Finance
Jawaharlal Nehru Technological University 2001 — 2005
Engineering, Civil Engineering
Niagara Capital Partners Ltd. September 2008 - Present
Manulife Securities April 2008 - August 2008
Brock University September 2007 - April 2008
Manulife Securities April 2007 - August 2007
Skills
Global Macro, Investment Strategies, Risk Management, Portfolio Management, foreign exchange..., Emerging Markets, Derivatives, Hedge Funds, Research, Matlab, Equity Derivatives, Commodity Markets, Investment Management, Risk Allocation, Quantitative Research, Fixed Income
Education
Brock University 2006 — 2008
Master of Business Administration (MBA), Finance
Jawaharlal Nehru Technological University 2001 — 2005
Engineering, Civil Engineering
Jean-Pierre Langlois's Manulife Securities Experience 2000 - Present
Job Financial Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities 2000 - Present
Skills
Renewable Energy, Project Finance, Strategic Planning, Energy, Business Strategy, Mergers & Acquisitions, New Business Development, Corporate Finance, Start-ups, Marketing Strategy, Solar Energy, Sales Management, Alternative Energy, Business Development, Cleantech, Wind
Education
Concordia University 1992 — 1994
Master of Business Administration (MBA), Finance, General
Ecole Polytechnique de Montreal 1980 — 1984
Bachelor's degree, Mechanical Engineering
Manulife Securities 2000 - Present
Skills
Renewable Energy, Project Finance, Strategic Planning, Energy, Business Strategy, Mergers & Acquisitions, New Business Development, Corporate Finance, Start-ups, Marketing Strategy, Solar Energy, Sales Management, Alternative Energy, Business Development, Cleantech, Wind
Education
Concordia University 1992 — 1994
Master of Business Administration (MBA), Finance, General
Ecole Polytechnique de Montreal 1980 — 1984
Bachelor's degree, Mechanical Engineering
Cyril V. Muise, FMA Cyril V. Muise, FMA's Manulife Securities Experience November 2005 - January 2010
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial December 2013 - Present
Global Maxfin Capital February 2010 - December 2013
Manulife Securities November 2005 - January 2010
Skills
Estate Planning, Financial Planning, Asset Management, Investments, Equities, Insurance, Retirement Planning, Strategic Financial..., Coaching, Cross Functional Team..., Team Leadership, Critical Illness, Employee Benefits, Disability Insurance, Mutual Funds, Wealth Management, Finance, Financial Planners, Financial Advisory, Leadership
Education
St. Francis Xavier University 1977 — 1981
Bachelor of Arts, Political Science, Economics
Sun Life Financial December 2013 - Present
Global Maxfin Capital February 2010 - December 2013
Manulife Securities November 2005 - January 2010
Skills
Estate Planning, Financial Planning, Asset Management, Investments, Equities, Insurance, Retirement Planning, Strategic Financial..., Coaching, Cross Functional Team..., Team Leadership, Critical Illness, Employee Benefits, Disability Insurance, Mutual Funds, Wealth Management, Finance, Financial Planners, Financial Advisory, Leadership
Education
St. Francis Xavier University 1977 — 1981
Bachelor of Arts, Political Science, Economics
Joseph Alfie's Manulife Securities Experience January 2008 - October 2010
Job I help business owners, professionals & retirees gain clarity on their financial picture ♦ Investment Advisor
Industry Financial Services
Experience
HollisWealth, Global Wealth Management, Scotiabank September 2011 - Present
Manulife Securities Inc. October 2010 - September 2012
Manulife Securities January 2008 - October 2010
Skills
Mutual Funds, Investments, Retirement Planning, Wealth, Retirement, Strategic Financial..., Wealth Management, Financial Analysis, Investment Advisory, Financial Advisory, Tax, Pensions, Securities, Bonds, Investment Strategies, Trading
Education
Concordia University
B.COMM, Finance
Concordia University
Bachelor of Commerce (BCom), Finance
HollisWealth, Global Wealth Management, Scotiabank September 2011 - Present
Manulife Securities Inc. October 2010 - September 2012
Manulife Securities January 2008 - October 2010
Skills
Mutual Funds, Investments, Retirement Planning, Wealth, Retirement, Strategic Financial..., Wealth Management, Financial Analysis, Investment Advisory, Financial Advisory, Tax, Pensions, Securities, Bonds, Investment Strategies, Trading
Education
Concordia University
B.COMM, Finance
Concordia University
Bachelor of Commerce (BCom), Finance
François Dufour François Dufour's Manulife Securities Experience 2010 - 2011
Job WEALTH MANAGEMENT |BUSINESS CONSULTANT |HIGHIMPACT WEALTH SOLUTIONS | FORWARDTHINKER
Industry Investment Management
Experience
Sun Life Financial 2013 - Present
O'Leary Funds 2011 - 2013
Manulife Securities 2010 - 2011
BMO Nesbitt Burns 2008 - 2010
Skills
Wholesale, Wealth Management, Mutual Funds, Management Consulting, Inside Sales, Start-ups, Business Analysis, Finance, Investments, Portfolio Management, Financial Planning, Financial Analysis, Leveraging Strategic..., Asset Management, Investment Strategies, Retirement Planning, CRM, Strategy, Management, Financial Training, Business Networking, Mutual Fund Wholesale, Risk Management, Business Strategy, Strategic Partnerships, Revenue Enhancement, Asset Protection, Entrepreneurship, Client Acquisition &..., Portfolio Optimization, Salesforce.com, Univeris, Financial Modeling
Education
France Business School 2006 — 2007
M.Sc.
Université de Sherbrooke
Master of Business Administration (MBA), International Management
Bishop's University
Bachelor of Arts (B.A.), Economics
Sun Life Financial 2013 - Present
O'Leary Funds 2011 - 2013
Manulife Securities 2010 - 2011
BMO Nesbitt Burns 2008 - 2010
Skills
Wholesale, Wealth Management, Mutual Funds, Management Consulting, Inside Sales, Start-ups, Business Analysis, Finance, Investments, Portfolio Management, Financial Planning, Financial Analysis, Leveraging Strategic..., Asset Management, Investment Strategies, Retirement Planning, CRM, Strategy, Management, Financial Training, Business Networking, Mutual Fund Wholesale, Risk Management, Business Strategy, Strategic Partnerships, Revenue Enhancement, Asset Protection, Entrepreneurship, Client Acquisition &..., Portfolio Optimization, Salesforce.com, Univeris, Financial Modeling
Education
France Business School 2006 — 2007
M.Sc.
Université de Sherbrooke
Master of Business Administration (MBA), International Management
Bishop's University
Bachelor of Arts (B.A.), Economics
Cassandra Kirkos Cassandra Kirkos's Manulife Securities Experience June 2012 - December 2013
Job Administrative Assistant/Receptionist at Donovan Medical
Industry Human Resources
Experience
Donovan Medical December 2012 - Present
Starbucks November 2007 - Present
Manulife Securities June 2012 - December 2013
American Eagle Outfitters November 2006 - January 2007
Skills
Corporate Communications, Team Leadership, Time Management, Timely Decision Making, Problem Solving, Written & Verbal..., Microsoft Office, Interpersonal Skill, Intrapersonal Skills, Multitasking Skills, High Organizational..., Internet Savvy, online research, Commitment to Customer..., Conflict Resolution, Inventory Management, Training
Education
G. Raymond Chang School of Continuing Education 2012 — 2013
Certification, Human Resources Management
Ryerson University 2008 — 2013
Bachelor of Arts (B.A.), Psychology
Northview Heights Secondary School 2004 — 2007
Secondary School
Donovan Medical December 2012 - Present
Starbucks November 2007 - Present
Manulife Securities June 2012 - December 2013
American Eagle Outfitters November 2006 - January 2007
Skills
Corporate Communications, Team Leadership, Time Management, Timely Decision Making, Problem Solving, Written & Verbal..., Microsoft Office, Interpersonal Skill, Intrapersonal Skills, Multitasking Skills, High Organizational..., Internet Savvy, online research, Commitment to Customer..., Conflict Resolution, Inventory Management, Training
Education
G. Raymond Chang School of Continuing Education 2012 — 2013
Certification, Human Resources Management
Ryerson University 2008 — 2013
Bachelor of Arts (B.A.), Psychology
Northview Heights Secondary School 2004 — 2007
Secondary School
Jaqueline Back Jaqueline Back's Manulife Securities Experience May 2010 - September 2011
Job Investment Advisor
Industry Financial Services
Experience
Manulife Securities May 2010 - September 2011
Cultura Inglesa 2005 - 2008
Yazigi Internexus 2000 - 2003
Skills
Investments, Portfolio Management, Bonds, Research, Spanish, Financial Analysis, Financial Planning, English, Equities, Asset Management, Risk Management, Portuguese, French, Tax, Economics, Management, Mutual Funds, Banking, Wealth Management, Strategic Financial...
Education
Pontifical Catholic University of Rio de Janeiro 2004 — 2007
Bachelor of Arts, Linguistics and Literature
Princeton University 2002 — 2003
Latin American Economies and Social Psychology
Universidade Federal de Santa Catarina 2001 — 2002
Economics
Niceville Senior High 1998 — 1999
Bellevue College
Manulife Securities May 2010 - September 2011
Cultura Inglesa 2005 - 2008
Yazigi Internexus 2000 - 2003
Skills
Investments, Portfolio Management, Bonds, Research, Spanish, Financial Analysis, Financial Planning, English, Equities, Asset Management, Risk Management, Portuguese, French, Tax, Economics, Management, Mutual Funds, Banking, Wealth Management, Strategic Financial...
Education
Pontifical Catholic University of Rio de Janeiro 2004 — 2007
Bachelor of Arts, Linguistics and Literature
Princeton University 2002 — 2003
Latin American Economies and Social Psychology
Universidade Federal de Santa Catarina 2001 — 2002
Economics
Niceville Senior High 1998 — 1999
Bellevue College
Grant Hicks Grant Hicks's Manulife Securities Experience September 2011 - March 2013
Job National Director of Practice Management at Advisor Practice Management
Industry Financial Services
Experience
Advisor Practice Management February 2015 - Present
Manulife Financial March 2013 - February 2015
financialadvisormarketing.com 2003 - 2015
Manulife Securities September 2011 - March 2013
Manulife Securities September 1993 - September 2011
Skills
Retirement Planning, Wealth Management, Financial Advisory, Public Speaking, Practice Management, Coaching, Consulting, Leadership, Investments, Published Author, Best Practices, Guerrilla Marketing, Business Development, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Financial Services, Wealth Management..., Practice Development, Strategy, Financial Planners, Asset Management, Investment Strategies, Estate Planning, Wealth, Insurance, Financial Planning, Entrepreneurship, Services Marketing, Disability Insurance, Finance, Personal Financial..., Securities, Marketing, Investment Management, Wealth Preservation..., Relationship Management, Management, High Net Worth..., Portfolio Management, Professional Services..., Workshop Facilitation, fee based
Education
University Of Manitoba
C.I.M.
University of Manitoba
Advisor Practice Management February 2015 - Present
Manulife Financial March 2013 - February 2015
financialadvisormarketing.com 2003 - 2015
Manulife Securities September 2011 - March 2013
Manulife Securities September 1993 - September 2011
Skills
Retirement Planning, Wealth Management, Financial Advisory, Public Speaking, Practice Management, Coaching, Consulting, Leadership, Investments, Published Author, Best Practices, Guerrilla Marketing, Business Development, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Financial Services, Wealth Management..., Practice Development, Strategy, Financial Planners, Asset Management, Investment Strategies, Estate Planning, Wealth, Insurance, Financial Planning, Entrepreneurship, Services Marketing, Disability Insurance, Finance, Personal Financial..., Securities, Marketing, Investment Management, Wealth Preservation..., Relationship Management, Management, High Net Worth..., Portfolio Management, Professional Services..., Workshop Facilitation, fee based
Education
University Of Manitoba
C.I.M.
University of Manitoba
Lisa Agozzino Lisa Agozzino's Manulife Securities Experience January 2010 - February 2013
Job Financial Security Advisor / Broker at Lisa Agozzino
Industry Financial Services
Experience
Lisa Agozzino March 2014 - Present
Financière Sun Life March 2013 - February 2014
Manulife Securities January 2010 - February 2013
HSBC 2008 - 2010
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Strategic Financial..., Investment Strategies, Equities, Investments, Portfolio Management, Retirement, Estate Planning, Life Insurance, Disability Insurance, Critical Illness, Group Insurance, Personal Tax Planning, Securities, Asset Allocation, Wealth Accumulation, Fixed Annuities, Wealth, Term Life Insurance, Asset Management, Retirement Savings, Insurance, Financial Services, Financial Planning
Education
Niagara University
Bachelor of Commerce (BCom)
University of Minnesota Duluth
Lisa Agozzino March 2014 - Present
Financière Sun Life March 2013 - February 2014
Manulife Securities January 2010 - February 2013
HSBC 2008 - 2010
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Strategic Financial..., Investment Strategies, Equities, Investments, Portfolio Management, Retirement, Estate Planning, Life Insurance, Disability Insurance, Critical Illness, Group Insurance, Personal Tax Planning, Securities, Asset Allocation, Wealth Accumulation, Fixed Annuities, Wealth, Term Life Insurance, Asset Management, Retirement Savings, Insurance, Financial Services, Financial Planning
Education
Niagara University
Bachelor of Commerce (BCom)
University of Minnesota Duluth
Taylor Fydirchuk's Manulife Securities Experience November 2010 - Present
Job Associate
Industry Financial Services
Experience
Telecon September 2015 - Present
Manulife Securities November 2010 - Present
Quirion Financial Services March 2009 - October 2010
StockVantage Inc. September 2007 - February 2009
Skills
Mutual Funds, Insurance, Account Management, Investments, Customer Service, Marketing Communications, Microsoft Excel, Salesforce.com System..., Customer Relations, Excel, Microsoft Office, Problem Solving, PowerPoint, Word, Marketing Strategy, Securities, Strategic Planning, Asset Management, Outlook, Salesforce.com, Data Analysis, Market Research, Market Analysis, Segregated Funds, Canadian Securities...
Education
Lakehead University 2003 — 2007
Honours Bachelor of Commerce, Marketing & Finance
Hammarskjold High School 1998 — 2003
Bilingual High School Diploma, Languages
Telecon September 2015 - Present
Manulife Securities November 2010 - Present
Quirion Financial Services March 2009 - October 2010
StockVantage Inc. September 2007 - February 2009
Skills
Mutual Funds, Insurance, Account Management, Investments, Customer Service, Marketing Communications, Microsoft Excel, Salesforce.com System..., Customer Relations, Excel, Microsoft Office, Problem Solving, PowerPoint, Word, Marketing Strategy, Securities, Strategic Planning, Asset Management, Outlook, Salesforce.com, Data Analysis, Market Research, Market Analysis, Segregated Funds, Canadian Securities...
Education
Lakehead University 2003 — 2007
Honours Bachelor of Commerce, Marketing & Finance
Hammarskjold High School 1998 — 2003
Bilingual High School Diploma, Languages
Howard Almdal Howard Almdal's Manulife Securities Experience September 1995 - November 2001
Job Vice President, Regional Sales at Sprott Asset Management
Industry Investment Management
Experience
Sprott Asset Management February 2012 - Present
CIBC Asset Management February 2008 - February 2012
BMO Financial Group September 2002 - January 2008
Manulife Securities September 1995 - November 2001
University of Manitoba 1989 - 1996
Skills
Sales Process, Communications Strategy, Competitive Analysis, Financial Planning, Investments, Mutual Funds, Portfolio Management, Sales Management, Retirement Planning
Education
The University of Winnipeg 1997 — 2000
MA, History, Economics
University of Manitoba 1986 — 1990
BA, Political Studies
Sprott Asset Management February 2012 - Present
CIBC Asset Management February 2008 - February 2012
BMO Financial Group September 2002 - January 2008
Manulife Securities September 1995 - November 2001
University of Manitoba 1989 - 1996
Skills
Sales Process, Communications Strategy, Competitive Analysis, Financial Planning, Investments, Mutual Funds, Portfolio Management, Sales Management, Retirement Planning
Education
The University of Winnipeg 1997 — 2000
MA, History, Economics
University of Manitoba 1986 — 1990
BA, Political Studies
Leslie Crawshaw Leslie Crawshaw's Manulife Securities Experience December 2010 - Present
Job Investment Advisor, Life Insurance Representative, Branch Manager at Manulife Securities
Industry Financial Services
Experience
Manulife Securities December 2010 - Present
Manulife Securities December 2010 - Present
Edward Jones July 2009 - December 2010
Skills
Investment Strategies, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Retirement, Finance, Financial Analysis
Education
McGill University
Manulife Securities December 2010 - Present
Manulife Securities December 2010 - Present
Edward Jones July 2009 - December 2010
Skills
Investment Strategies, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Retirement Planning, Strategic Financial..., Investments, Retirement, Finance, Financial Analysis
Education
McGill University
Johny Sudah's Manulife Securities Experience 2007 - 2008
Job
Industry Information Technology and Services
Experience
IMS Brogan February 2014 - Present
Hewitt Équipement Ltée. June 2010 - January 2014
Molson Canada March 2009 - June 2010
Manulife Securities 2007 - 2008
Lafarge 2003 - 2007
Skills
ERP, Business Analysis, SAP, Business Process, Business Intelligence, Team Leadership, Change Management, Visio, Software Documentation, SAP R/3, SharePoint, Analysis, Requirements Analysis, Business Process..., MS Project, Operations Management, Supply Chain Management, Process Improvement, CRM, Management, Leadership, Testing, SAP ERP
Education
Concordia University 1997 — 2001
B.COMM
IMS Brogan February 2014 - Present
Hewitt Équipement Ltée. June 2010 - January 2014
Molson Canada March 2009 - June 2010
Manulife Securities 2007 - 2008
Lafarge 2003 - 2007
Skills
ERP, Business Analysis, SAP, Business Process, Business Intelligence, Team Leadership, Change Management, Visio, Software Documentation, SAP R/3, SharePoint, Analysis, Requirements Analysis, Business Process..., MS Project, Operations Management, Supply Chain Management, Process Improvement, CRM, Management, Leadership, Testing, SAP ERP
Education
Concordia University 1997 — 2001
B.COMM
Chelsea Scott Chelsea Scott's Manulife Securities Experience June 2006 - September 2010
Job Administration and Marketing Assistant at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. September 2014 - Present
Self-Employed June 2011 - September 2014
JOEY Restaurant Group August 2010 - January 2011
Manulife Securities June 2006 - September 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Teamwork, PowerPoint, Social Media Marketing, Marketing Management, Marketing Communications, Leadership, Business Planning, Event Planning, Entrepreneurship, Creativity, Writing, Flexibility, Highly Dedicated, Reliable, Loyal, Highly motivated..., Enthusiastic..., Photoshop, Dreamweaver, Illustrator, Website Building, HTML, Critical Thinking, Diversity, Visionary Thinking, Public Speaking, Organization, Office Administration, Coaching, Goal Oriented, Administrative Work, Marketing, Visual Merchandising, Small Business, Public Relations
Education
LaSalle College 2011 — 2013
Marketing
Cornell University
Plant Based Nutrition, Health and Wellness Studies
British Columbia Institute of Technology / BCIT
Business, Marketing Management (entrepreneurship), and Related Support Services
Raymond James Ltd. September 2014 - Present
Self-Employed June 2011 - September 2014
JOEY Restaurant Group August 2010 - January 2011
Manulife Securities June 2006 - September 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Teamwork, PowerPoint, Social Media Marketing, Marketing Management, Marketing Communications, Leadership, Business Planning, Event Planning, Entrepreneurship, Creativity, Writing, Flexibility, Highly Dedicated, Reliable, Loyal, Highly motivated..., Enthusiastic..., Photoshop, Dreamweaver, Illustrator, Website Building, HTML, Critical Thinking, Diversity, Visionary Thinking, Public Speaking, Organization, Office Administration, Coaching, Goal Oriented, Administrative Work, Marketing, Visual Merchandising, Small Business, Public Relations
Education
LaSalle College 2011 — 2013
Marketing
Cornell University
Plant Based Nutrition, Health and Wellness Studies
British Columbia Institute of Technology / BCIT
Business, Marketing Management (entrepreneurship), and Related Support Services
Elizabeth Desjardins's Manulife Securities Experience January 2014 - Present
Job Senior Insurance Operations Specialist at Manulife Securities
Industry Financial Services
Experience
Manulife Securities January 2014 - Present
Manulife Securities March 2013 - January 2014
Manulife Financial April 2000 - March 2013
Manulife Securities Insurance Inc. April 2000 - March 2013
Skills
Insurance, Customer Service, Mutual Funds, Wealth Management, Investments, Risk Management, Business Analysis, Strategic Financial..., Relationship Management, Securities, Retirement Planning
Education
Mohawk College 2000 — 2003
Medical Laboratory Technologist, Medical Laboratory Technology
Manulife Securities January 2014 - Present
Manulife Securities March 2013 - January 2014
Manulife Financial April 2000 - March 2013
Manulife Securities Insurance Inc. April 2000 - March 2013
Skills
Insurance, Customer Service, Mutual Funds, Wealth Management, Investments, Risk Management, Business Analysis, Strategic Financial..., Relationship Management, Securities, Retirement Planning
Education
Mohawk College 2000 — 2003
Medical Laboratory Technologist, Medical Laboratory Technology
Andy Pauksens's Manulife Securities Experience 2010 - Present
Job Manager, Manulife Securities Operations
Industry Financial Services
Experience
Manulife Securities 2010 - Present
CPP Investment Board January 2008 - January 2010
RBC Dexia 2003 - 2007
CIBC World Markets 1997 - 2002
Richardson Greenshields 1979 - 1996
Skills
Financial Services, Equities, Fixed Income, Risk Management, Business Analysis, Banking, Mutual Funds, Vendor Management, Financial Analysis, Capital Markets, Portfolio Management, Asset Management, Electronic Trading, Securities, FX Options, Wealth Management, Relationship Management, Process Improvement, Derivatives, Financial Markets, Change Management, Investments
Education
Ryerson University 1975 — 1977
business
Winston Churchill C.I. 1970 — 1974
Ionview Public School 1961 — 1969
Manulife Securities 2010 - Present
CPP Investment Board January 2008 - January 2010
RBC Dexia 2003 - 2007
CIBC World Markets 1997 - 2002
Richardson Greenshields 1979 - 1996
Skills
Financial Services, Equities, Fixed Income, Risk Management, Business Analysis, Banking, Mutual Funds, Vendor Management, Financial Analysis, Capital Markets, Portfolio Management, Asset Management, Electronic Trading, Securities, FX Options, Wealth Management, Relationship Management, Process Improvement, Derivatives, Financial Markets, Change Management, Investments
Education
Ryerson University 1975 — 1977
business
Winston Churchill C.I. 1970 — 1974
Ionview Public School 1961 — 1969
Mickey Robertson's Manulife Securities Experience
Job Financial Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities
Skills
Investment Advisory, Mutual Funds, Estate Planning, Strategic Financial..., Wealth Management, Investment Strategies, Retirement Planning, Retirement, Investments, Asset Allocation
Education
University of Manitoba 1985 — 1989
Manulife Securities
Skills
Investment Advisory, Mutual Funds, Estate Planning, Strategic Financial..., Wealth Management, Investment Strategies, Retirement Planning, Retirement, Investments, Asset Allocation
Education
University of Manitoba 1985 — 1989
Ken Dinshaw's Manulife Securities Experience February 2015 - Present
Job Business System Analyst at Manulife Securities
Industry Computer Software
Experience
Manulife Securities February 2015 - Present
Adastra at CIBC Wealth Management IT November 2013 - December 2014
RBC Investor Services June 2012 - July 2013
RBC Investor Services June 2011 - June 2012
RBC Corporate Treasury September 2010 - April 2011
Scotiabank - Enterprise Data Warehouse August 2009 - August 2010
TD Waterhouse / CGI November 2008 - 2009
CIBC Collections Technology July 2007 - September 2008
CIBC World Markets September 2006 - July 2007
Moneris Solutions April 2005 - August 2006
Skills
Business Analysis, Business Requirements, SDLC, Business Process, Analysis, Testing, Requirements Gathering, User Acceptance Testing, Visio, Requirements Analysis, Banking, Process Engineering, Documentation, Business Process Design, SharePoint, Data Analysis, Data Warehousing, Business Intelligence, IT Strategy, PMO, Project Delivery, Software Project..., Solution Architecture, Business Process..., Software Documentation, Project Planning
Education
Institute of Computer Studies 1997 — 1998
Diploma, Software Development
Institute of Chartered Financial Analysts 1996 — 1997
Level 1, Investments
Canadian Securities Institute 1994 — 1995
Canadian Securities Course, Investments
York University 1990 — 1992
BA, Economics
McMaster University 1987 — 1990
BA, Political Science
Manulife Securities February 2015 - Present
Adastra at CIBC Wealth Management IT November 2013 - December 2014
RBC Investor Services June 2012 - July 2013
RBC Investor Services June 2011 - June 2012
RBC Corporate Treasury September 2010 - April 2011
Scotiabank - Enterprise Data Warehouse August 2009 - August 2010
TD Waterhouse / CGI November 2008 - 2009
CIBC Collections Technology July 2007 - September 2008
CIBC World Markets September 2006 - July 2007
Moneris Solutions April 2005 - August 2006
Skills
Business Analysis, Business Requirements, SDLC, Business Process, Analysis, Testing, Requirements Gathering, User Acceptance Testing, Visio, Requirements Analysis, Banking, Process Engineering, Documentation, Business Process Design, SharePoint, Data Analysis, Data Warehousing, Business Intelligence, IT Strategy, PMO, Project Delivery, Software Project..., Solution Architecture, Business Process..., Software Documentation, Project Planning
Education
Institute of Computer Studies 1997 — 1998
Diploma, Software Development
Institute of Chartered Financial Analysts 1996 — 1997
Level 1, Investments
Canadian Securities Institute 1994 — 1995
Canadian Securities Course, Investments
York University 1990 — 1992
BA, Economics
McMaster University 1987 — 1990
BA, Political Science
Linda Wyngaert's Manulife Securities Experience January 2003 - Present
Job Financial Planner at Manulife Securities
Industry Financial Services
Experience
Manulife Securities January 2003 - Present
Investors Group September 1996 - December 2002
Camping Alouette May 1986 - September 1996
Skills
Personal Financial..., Certified Financial..., Time Management, Customer Service, Highly Reliable, Highly detail oriented, Motivated, Honest, Friendly Personality, Ethical Conduct and..., Specialize in Life and..., Investments, Equities, Strategic Financial..., Retirement Planning, Wealth Management
Education
University of Laval
Diploma, Personal Financial Planning
Investment Funds Institute of Canada
Certification, Canadian Investment Funds Course
Concordia University
Bachelor of Arts (BA), Major in Economics, Minor in Business Studies
Manulife Securities January 2003 - Present
Investors Group September 1996 - December 2002
Camping Alouette May 1986 - September 1996
Skills
Personal Financial..., Certified Financial..., Time Management, Customer Service, Highly Reliable, Highly detail oriented, Motivated, Honest, Friendly Personality, Ethical Conduct and..., Specialize in Life and..., Investments, Equities, Strategic Financial..., Retirement Planning, Wealth Management
Education
University of Laval
Diploma, Personal Financial Planning
Investment Funds Institute of Canada
Certification, Canadian Investment Funds Course
Concordia University
Bachelor of Arts (BA), Major in Economics, Minor in Business Studies
Jamieson Boulanger's Manulife Securities Experience 2007 - Present
Job Investment Advisor at Manulife Securities
Industry Investment Management
Experience
Manulife Securities 2007 - Present
Skills
Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Investments, Asset Allocation, Strategic Financial..., Portfolio Management, Equities, Securities, Retirement, ETFs, Financial Services, Asset Management
Education
McGill University 2004 — 2007
Finance
Concordia University 2002 — 2004
Political Science and Government
Indian River College 2001 — 2002
Marianopolis College 1999 — 2001
Manulife Securities 2007 - Present
Skills
Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Investments, Asset Allocation, Strategic Financial..., Portfolio Management, Equities, Securities, Retirement, ETFs, Financial Services, Asset Management
Education
McGill University 2004 — 2007
Finance
Concordia University 2002 — 2004
Political Science and Government
Indian River College 2001 — 2002
Marianopolis College 1999 — 2001
Monika Kucinskaite's Manulife Securities Experience December 2013 - Present
Job Communications and Events Professional
Industry Public Relations and Communications
Experience
Manulife Securities December 2013 - Present
European Commission March 2013 - July 2013
Vancouver Convention Centre September 2011 - September 2012
Ministry of Justice of the Republic of Lithuania August 2010 - September 2011
Environmental Projects Management Agency under the Ministry of Environment January 2007 - August 2010
Ekspozona September 2006 - January 2007
Merck February 2004 - May 2006
Skills
Media Relations, Public Relations, Internal Communications, Strategic Communications, Social Media, Marketing Communications, International Relations, Event Management, Corporate Communications, Market Research, Advertising, Patience, Strategy, Newsletters, Digital Marketing, Press Releases, Marketing
Education
Vilniaus Universitetas / Vilnius University 2005 — 2007
Master of Communication, Public Relations
University of Guelph
Manulife Securities December 2013 - Present
European Commission March 2013 - July 2013
Vancouver Convention Centre September 2011 - September 2012
Ministry of Justice of the Republic of Lithuania August 2010 - September 2011
Environmental Projects Management Agency under the Ministry of Environment January 2007 - August 2010
Ekspozona September 2006 - January 2007
Merck February 2004 - May 2006
Skills
Media Relations, Public Relations, Internal Communications, Strategic Communications, Social Media, Marketing Communications, International Relations, Event Management, Corporate Communications, Market Research, Advertising, Patience, Strategy, Newsletters, Digital Marketing, Press Releases, Marketing
Education
Vilniaus Universitetas / Vilnius University 2005 — 2007
Master of Communication, Public Relations
University of Guelph
Valerie Celino's Manulife Securities Experience May 2004 - June 2012
Job Banking Consultant at Manulife Bank of Canada
Industry Financial Services
Experience
Manulife Bank of Canada June 2012 - Present
Manulife Financial 1992 - Present
Manulife Securities May 2004 - June 2012
Skills
Banking, Mutual Funds, Wealth Management, Mortgage Lending, Investments, Portfolio Management, Strategic Financial..., Credit, Risk Management, Insurance, Relationship Management, Loans, Financial Advisory, Retirement Planning, Financial Planners, Life Insurance, Financial Services, Investment Advisory, Wealth, Financial Planning
Education
St. Scholastica's College Manila 1984 — 1988
Bachelor's degree, Psychology
Manulife Bank of Canada June 2012 - Present
Manulife Financial 1992 - Present
Manulife Securities May 2004 - June 2012
Skills
Banking, Mutual Funds, Wealth Management, Mortgage Lending, Investments, Portfolio Management, Strategic Financial..., Credit, Risk Management, Insurance, Relationship Management, Loans, Financial Advisory, Retirement Planning, Financial Planners, Life Insurance, Financial Services, Investment Advisory, Wealth, Financial Planning
Education
St. Scholastica's College Manila 1984 — 1988
Bachelor's degree, Psychology
Kelly Manthorne's Manulife Securities Experience September 2007 - April 2009
Job Compliance Officer
Industry Financial Services
Experience
Manulife Securities September 2007 - April 2009
Manulife Financial 2007 - 2008
Education
Saint Mary's University 2004 — 2010
Commerce, Accounting, Management, Economics
Manulife Securities September 2007 - April 2009
Manulife Financial 2007 - 2008
Education
Saint Mary's University 2004 — 2010
Commerce, Accounting, Management, Economics
Glenn Pick CPA, CMA's Manulife Securities Experience November 2011 - Present
Job Assistant Vice President & Controller at Manulife Securities
Industry Financial Services
Experience
Manulife Securities November 2011 - Present
Manulife Financial November 1998 - Present
CMHA 2009 - 2011
Cambridge Minor Hockey 2006 - 2011
Manulife Financial January 2005 - February 2009
Manulife Financial September 2002 - December 2004
Skills
Financial Reporting, IFRS, Insurance, Analysis, Internal Controls, Financial Analysis, Forecasting, Financial Accounting, Budgeting, Strategic Planning, GAAP, Accounting, Budgets, Finance, Financial Modeling, Mergers & Acquisitions, Business Analysis, Leadership
Education
Society of Management Accountants of Ontario
CMA, Accounting
Concordia University 1986 — 1989
BA, Economics & Business
Dawson College 1981 — 1985
DEC, Commerce
Manulife Securities November 2011 - Present
Manulife Financial November 1998 - Present
CMHA 2009 - 2011
Cambridge Minor Hockey 2006 - 2011
Manulife Financial January 2005 - February 2009
Manulife Financial September 2002 - December 2004
Skills
Financial Reporting, IFRS, Insurance, Analysis, Internal Controls, Financial Analysis, Forecasting, Financial Accounting, Budgeting, Strategic Planning, GAAP, Accounting, Budgets, Finance, Financial Modeling, Mergers & Acquisitions, Business Analysis, Leadership
Education
Society of Management Accountants of Ontario
CMA, Accounting
Concordia University 1986 — 1989
BA, Economics & Business
Dawson College 1981 — 1985
DEC, Commerce
Thierry Banza-Matulu's Manulife Securities Experience June 2009 - December 2009
Job Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel May 2012 - Present
RBC March 2010 - May 2011
Manulife Securities June 2009 - December 2009
BMO Nesbitt Burns June 2003 - July 2008
Skills
MySQL, System Administration, Apache, Windows Server, Windows, VMware, Virtualization, PHP, Red Hat Linux, TCP/IP, Operating Systems, Bash, SQL, Firewalls, Canadian Securities..., Conduct and Practice..., Linux, Software Documentation
Education
York University 2006 — 2010
Economics
McGill University 1994 — 1996
Freshman, Faculty of Arts and Sciences
IDAP
Hgh School, Option: Math-Physics
Investment Planning Counsel May 2012 - Present
RBC March 2010 - May 2011
Manulife Securities June 2009 - December 2009
BMO Nesbitt Burns June 2003 - July 2008
Skills
MySQL, System Administration, Apache, Windows Server, Windows, VMware, Virtualization, PHP, Red Hat Linux, TCP/IP, Operating Systems, Bash, SQL, Firewalls, Canadian Securities..., Conduct and Practice..., Linux, Software Documentation
Education
York University 2006 — 2010
Economics
McGill University 1994 — 1996
Freshman, Faculty of Arts and Sciences
IDAP
Hgh School, Option: Math-Physics
Bill Pangborn, CFP's Manulife Securities Experience January 2009 - November 2010
Job Certified Financial Planner and Wealth Management at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada July 2014 - Present
Scotiabank November 2010 - July 2014
Manulife Securities January 2009 - November 2010
Investors Group Financial Services Inc. November 1996 - January 2009
Hilti Canada Ltd. October 1986 - September 1992
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Estate Planning, Financial Planners, Disability Insurance, Asset Allocation, Investment Management, Insurance, Finance, Portfolio Management
Education
University of Guelph 1978 — 1981
BSc Eng, Agricultural Engineering
National Bank of Canada July 2014 - Present
Scotiabank November 2010 - July 2014
Manulife Securities January 2009 - November 2010
Investors Group Financial Services Inc. November 1996 - January 2009
Hilti Canada Ltd. October 1986 - September 1992
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Estate Planning, Financial Planners, Disability Insurance, Asset Allocation, Investment Management, Insurance, Finance, Portfolio Management
Education
University of Guelph 1978 — 1981
BSc Eng, Agricultural Engineering
Nayao Kao's Manulife Securities Experience September 2013 - August 2014
Job MCSE 2012, MCITP, Citrix Professional, IBM Websphere, Project Management Professional, ITIL, EMC, VCP
Industry Banking
Experience
Canadian Tire March 2015 - Present
RBC August 2014 - February 2015
Manulife Securities September 2013 - August 2014
RBC July 2012 - September 2013
Geotab Inc. December 2011 - July 2012
Loblaw Companies Limited September 2010 - December 2011
Skills
IT Management, Entrepreneurship, System Administration, Virtualization, Storage Virtualization, vBlock, Windows Server, Active Directory, Project Management, Database Administration, Network Administration
Education
National Taipei University of Technology
BS, Electrical and Electronics Engineering
University of Alabama in Huntsville
Master’s Degree, Electrical and Computer Engineering
University of South Carolina-Columbia
Doctor of Philosophy (Ph.D.), Electrical and Computer Engineering
Canadian Tire March 2015 - Present
RBC August 2014 - February 2015
Manulife Securities September 2013 - August 2014
RBC July 2012 - September 2013
Geotab Inc. December 2011 - July 2012
Loblaw Companies Limited September 2010 - December 2011
Skills
IT Management, Entrepreneurship, System Administration, Virtualization, Storage Virtualization, vBlock, Windows Server, Active Directory, Project Management, Database Administration, Network Administration
Education
National Taipei University of Technology
BS, Electrical and Electronics Engineering
University of Alabama in Huntsville
Master’s Degree, Electrical and Computer Engineering
University of South Carolina-Columbia
Doctor of Philosophy (Ph.D.), Electrical and Computer Engineering
Stéphane Dupuis's Manulife Securities Experience May 2010 - April 2013
Job Analyste aux OAR chez Autorité des marchés financiers
Industry Banking
Experience
Autorité des marchés financiers May 2013 - Present
Manulife Securities May 2010 - April 2013
Financière Banque Nationale September 2006 - November 2009
National Bank of Canada May 2004 - September 2006
Banque Nationale Courtage direct March 2000 - May 2004
Skills
Conformité, Valeurs Mobilières, Trésorerie
Education
CSI 2000 — 2012
CSI, Valeurs mobilières
1996 — 2000
baccalauréat, Administration des affaires
Robert Ouimet
Autorité des marchés financiers May 2013 - Present
Manulife Securities May 2010 - April 2013
Financière Banque Nationale September 2006 - November 2009
National Bank of Canada May 2004 - September 2006
Banque Nationale Courtage direct March 2000 - May 2004
Skills
Conformité, Valeurs Mobilières, Trésorerie
Education
CSI 2000 — 2012
CSI, Valeurs mobilières
1996 — 2000
baccalauréat, Administration des affaires
Robert Ouimet
Kari Tavener's Manulife Securities Experience April 2005 - September 2011
Job Director Market Surveillance at RBC
Industry Financial Services
Experience
RBC November 2014 - Present
Scotiabank Global Banking and Markets September 2011 - September 2014
Manulife Securities April 2005 - September 2011
IIROC (Investment Industry Regulatory Organization of Canada) 2004 - 2005
Toronto Research and Trading. 2001 - 2004
Raymond James Ltd. 2000 - 2001
Thomson Kernagan 1997 - 2000
TMX Group 1996 - 1997
Skills
Trading, Securities, Equity Trading, Institutional, Compliance, Equities, Capital Markets, Options, Investments, Investment Management, Hedge Funds, Bonds, Mutual Funds, Wealth Management, Asset Management, Bloomberg, Risk Management, Fixed Income, Portfolio Management, Asset Allocation, Financial Risk, Proprietary Trading, Financial Services, Electronic Trading, ETFs, Strategic Financial..., Investment Strategies, Financial Markets, AML, Trading Systems, Derivatives, FX Options, FINRA, Investment Banking, Alternative Investments, Financial Advisory, Wealth Management..., Equity Derivatives, Anti Money Laundering, Financial Planning
Education
The University of Western Ontario 1993 — 1996
BA, Economics
Humber College 1990 — 1993
Business Administration Diploma, Economics
RBC November 2014 - Present
Scotiabank Global Banking and Markets September 2011 - September 2014
Manulife Securities April 2005 - September 2011
IIROC (Investment Industry Regulatory Organization of Canada) 2004 - 2005
Toronto Research and Trading. 2001 - 2004
Raymond James Ltd. 2000 - 2001
Thomson Kernagan 1997 - 2000
TMX Group 1996 - 1997
Skills
Trading, Securities, Equity Trading, Institutional, Compliance, Equities, Capital Markets, Options, Investments, Investment Management, Hedge Funds, Bonds, Mutual Funds, Wealth Management, Asset Management, Bloomberg, Risk Management, Fixed Income, Portfolio Management, Asset Allocation, Financial Risk, Proprietary Trading, Financial Services, Electronic Trading, ETFs, Strategic Financial..., Investment Strategies, Financial Markets, AML, Trading Systems, Derivatives, FX Options, FINRA, Investment Banking, Alternative Investments, Financial Advisory, Wealth Management..., Equity Derivatives, Anti Money Laundering, Financial Planning
Education
The University of Western Ontario 1993 — 1996
BA, Economics
Humber College 1990 — 1993
Business Administration Diploma, Economics
Hope Smail's Manulife Securities Experience September 2009 - December 2011
Job Wrap Trader at Jarislowsky, Fraser Limited
Industry Financial Services
Experience
Jarislowsky, Fraser Limited September 2014 - Present
BMO July 2012 - September 2014
Manulife Securities September 2009 - December 2011
Skills
Mutual Funds, Wealth Management, Investments, Investment Strategies, Portfolio Management, Investment Advisory, Retirement Planning, Asset Allocation, Strategic Financial..., Retirement, Equities, Bonds, Fixed Income, Financial Advisory, Financial Analysis
Education
Concordia University 2006 — 2010
BComm, Finance
Jarislowsky, Fraser Limited September 2014 - Present
BMO July 2012 - September 2014
Manulife Securities September 2009 - December 2011
Skills
Mutual Funds, Wealth Management, Investments, Investment Strategies, Portfolio Management, Investment Advisory, Retirement Planning, Asset Allocation, Strategic Financial..., Retirement, Equities, Bonds, Fixed Income, Financial Advisory, Financial Analysis
Education
Concordia University 2006 — 2010
BComm, Finance
Sheheryar Ali, CFA's Manulife Securities Experience 2008 - 2011
Job Senior Portfolio Analyst at Hillsdale Investment Management Inc.
Industry Financial Services
Experience
Hillsdale Investment Management Inc. 2012 - Present
Macquarie Group 2011 - 2012
Manulife Securities 2008 - 2011
RBC Dominion Securities 2006 - 2007
Department of Economics, Ryerson University 2005 - 2007
Skills
Analysis, VBA, PowerPoint, SQL, Business Process, Financial Services, Equity Research, Data Analysis, ETFs, Trading Systems, Financial Markets, Access, Middle Office, Project Management, Equities, Financial Modeling, Bloomberg, Investments, Risk Management, Financial Analysis, Economics, Hedging, Quantitative Analytics, Process Improvement, Business Process..., Market Risk, Valuation, Asset Management, Financial Risk, Finance
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
CFA Institute
CFA Charter
Ryerson University 2003 — 2007
BA
Canadian Securities Institiute
Derivatives Fundamentals & Options Licensing Course
Canadian Securities Institute 2006 — 2007
CSC
Canadian Securities Institute 2007 — 2007
CPH
Hillsdale Investment Management Inc. 2012 - Present
Macquarie Group 2011 - 2012
Manulife Securities 2008 - 2011
RBC Dominion Securities 2006 - 2007
Department of Economics, Ryerson University 2005 - 2007
Skills
Analysis, VBA, PowerPoint, SQL, Business Process, Financial Services, Equity Research, Data Analysis, ETFs, Trading Systems, Financial Markets, Access, Middle Office, Project Management, Equities, Financial Modeling, Bloomberg, Investments, Risk Management, Financial Analysis, Economics, Hedging, Quantitative Analytics, Process Improvement, Business Process..., Market Risk, Valuation, Asset Management, Financial Risk, Finance
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
CFA Institute
CFA Charter
Ryerson University 2003 — 2007
BA
Canadian Securities Institiute
Derivatives Fundamentals & Options Licensing Course
Canadian Securities Institute 2006 — 2007
CSC
Canadian Securities Institute 2007 — 2007
CPH
Paul Wint's Manulife Securities Experience December 2009 - October 2010
Job Client Administrator at IA Clarington
Industry Financial Services
Experience
IA Clarington October 2010 - Present
Manulife Securities December 2009 - October 2010
CIBC Mortgages Inc October 2008 - October 2009
Dundee Securities Corporation November 2005 - October 2008
Citigroup Inc November 2000 - October 2005
Skills
Account Reconciliation, Mutual Funds, Finance, Training, Financial Services, Process Improvement, Leadership, Management, Equities
Education
The Investment Funds Institute of
York University 1989 — 1993
Toronto School of Business
Accounting and Computers
Clarkson Secondary School
S.S.D
IA Clarington October 2010 - Present
Manulife Securities December 2009 - October 2010
CIBC Mortgages Inc October 2008 - October 2009
Dundee Securities Corporation November 2005 - October 2008
Citigroup Inc November 2000 - October 2005
Skills
Account Reconciliation, Mutual Funds, Finance, Training, Financial Services, Process Improvement, Leadership, Management, Equities
Education
The Investment Funds Institute of
York University 1989 — 1993
Toronto School of Business
Accounting and Computers
Clarkson Secondary School
S.S.D
Barb Christensen's Manulife Securities Experience April 1999 - November 2009
Job Property Manager at Tim Hortons
Industry Hospitality
Experience
Tim Hortons December 2010 - Present
Manulife Securities April 1999 - November 2009
Skills
Lease Negotiations, Investments, Strategic Planning, Insurance, Location Intelligence, Property Management, Financial Analysis, Team Leadership, Real Estate, Negotiation, Asset Managment, Leases, Contract Negotiation, Retail, Lease Administration, Real Estate Development, Team Building, Strategic Financial..., Customer Service, Risk Management, Corporate Real Estate, Disposition, Sales, Mutual Funds, Budgets, Facilities Management, Tenant, Shopping Centers, Accounting, Management, Finance, Business Development, Project Management, Asset Management, Landlord, Franchising, Due Diligence, Portfolio Management
Education
Mohawk College 1987 — 1989
Business Accounting
Westmount
Tim Hortons December 2010 - Present
Manulife Securities April 1999 - November 2009
Skills
Lease Negotiations, Investments, Strategic Planning, Insurance, Location Intelligence, Property Management, Financial Analysis, Team Leadership, Real Estate, Negotiation, Asset Managment, Leases, Contract Negotiation, Retail, Lease Administration, Real Estate Development, Team Building, Strategic Financial..., Customer Service, Risk Management, Corporate Real Estate, Disposition, Sales, Mutual Funds, Budgets, Facilities Management, Tenant, Shopping Centers, Accounting, Management, Finance, Business Development, Project Management, Asset Management, Landlord, Franchising, Due Diligence, Portfolio Management
Education
Mohawk College 1987 — 1989
Business Accounting
Westmount
Enzo Galano's Manulife Securities Experience December 2012 - Present
Job Financial Advisor at Manulife Securities
Industry Accounting
Experience
Manulife Securities December 2012 - Present
Galano Den Otter & associates November 2011 - November 2012
Enzo Galano & Associates November 1987 - November 2011
Skills
Federal Taxation, Accounting, Financial Planning, Income Tax, Corporate Tax, Tax Compliance, Tax Services, Tax Audits, Tax, Budgets, Financial Reporting, Internal Controls, Cash Flow, IFRS, Managerial Finance, Financial Accounting, Strategic Financial..., Finance, Customer Service, Strategic Planning, Business Planning
Education
McMaster University
Manulife Securities December 2012 - Present
Galano Den Otter & associates November 2011 - November 2012
Enzo Galano & Associates November 1987 - November 2011
Skills
Federal Taxation, Accounting, Financial Planning, Income Tax, Corporate Tax, Tax Compliance, Tax Services, Tax Audits, Tax, Budgets, Financial Reporting, Internal Controls, Cash Flow, IFRS, Managerial Finance, Financial Accounting, Strategic Financial..., Finance, Customer Service, Strategic Planning, Business Planning
Education
McMaster University
Karen Dennis-Perry's Manulife Securities Experience December 2010 - Present
Job Financial Advisor at Manulife Securities
Industry Financial Services
Experience
Advocis (seminar) 2011 - Present
Manulife Securities December 2010 - Present
Magna International - Presstran Industries 1990 - 2009
Skills
Financial Planning, Accounting, Investments, Insurance, Portfolio Management, Wealth, Financial Advisory, Asset Allocation, Asset Managment, Strategic Financial..., Financial Planners, Fixed Annuities, Business Strategy, Estate Planning, Retirement Planning, Retirement, Financial Reporting, Strategic Planning, Equities, Financial Services, Risk Management, Strategy, Finance, Small Business, Credit, Negotiation, Leadership, Securities, Financial Modeling, Investment Advisory, Bonds, Capital Markets, Budgets, Process Improvement, Financial Analysis, Wealth Management, Investment Strategies, Mutual Funds, Wealth Management...
Education
CSI 2008 — 2010
Life Insurance Licensed
Canadian Securites (CSI) 2008 — 2010
Financial Advisor
Society of Management Accountant 1986 — 1989
CMA, Accounting
Fanshawe College 1980 — 1985
CMA, Accounting
Advocis (seminar) 2011 - Present
Manulife Securities December 2010 - Present
Magna International - Presstran Industries 1990 - 2009
Skills
Financial Planning, Accounting, Investments, Insurance, Portfolio Management, Wealth, Financial Advisory, Asset Allocation, Asset Managment, Strategic Financial..., Financial Planners, Fixed Annuities, Business Strategy, Estate Planning, Retirement Planning, Retirement, Financial Reporting, Strategic Planning, Equities, Financial Services, Risk Management, Strategy, Finance, Small Business, Credit, Negotiation, Leadership, Securities, Financial Modeling, Investment Advisory, Bonds, Capital Markets, Budgets, Process Improvement, Financial Analysis, Wealth Management, Investment Strategies, Mutual Funds, Wealth Management...
Education
CSI 2008 — 2010
Life Insurance Licensed
Canadian Securites (CSI) 2008 — 2010
Financial Advisor
Society of Management Accountant 1986 — 1989
CMA, Accounting
Fanshawe College 1980 — 1985
CMA, Accounting
adel baazaoui's Manulife Securities Experience
Job Independent Financial Services Professional
Industry Financial Services
Experience
Manulife Securities
Skills
Wealth Management, tax stra, Financial Services
Education
Conservatoire National des Arts et Métiers / CNAM
Manulife Securities
Skills
Wealth Management, tax stra, Financial Services
Education
Conservatoire National des Arts et Métiers / CNAM
Ben West's Manulife Securities Experience August 2003 - August 2004
Job Assistant Regional Manager at National Bank Financial
Industry Financial Services
Experience
National Bank Financial January 2014 - Present
National Bank of Canada January 2012 - January 2014
National Bank of Canada June 2006 - December 2011
Vancouver Premier College September 2005 - September 2007
Invesco Canada (Invesco Trimark) August 2004 - March 2006
Manulife Securities August 2003 - August 2004
Education
Simon Fraser University 1997 — 2002
Bachelor of Business Administration (BBA), Finance
Chulalongkorn Mahawitthayalai 2001 — 2001
Bachelor of Commerce (BCom), International Business
National Bank Financial January 2014 - Present
National Bank of Canada January 2012 - January 2014
National Bank of Canada June 2006 - December 2011
Vancouver Premier College September 2005 - September 2007
Invesco Canada (Invesco Trimark) August 2004 - March 2006
Manulife Securities August 2003 - August 2004
Education
Simon Fraser University 1997 — 2002
Bachelor of Business Administration (BBA), Finance
Chulalongkorn Mahawitthayalai 2001 — 2001
Bachelor of Commerce (BCom), International Business
Trina Wills's Manulife Securities Experience April 1996 - Present
Job Director, Operations Program Management, Canadian Division
Industry Financial Services
Experience
Manulife Securities April 1996 - Present
Education
Dalhousie University 1990 — 1995
BScHED, Health Education
Manulife Securities April 1996 - Present
Education
Dalhousie University 1990 — 1995
BScHED, Health Education
Grant O'Connor's Manulife Securities Experience January 2011 - January 2014
Job Managing Director at The Bear Traps Report
Industry Financial Services
Experience
The Bear Traps Report April 2014 - Present
First Trust February 2014 - April 2014
Manulife Securities January 2011 - January 2014
Manulife Securities Insurance Inc. January 2011 - January 2014
Investors Group Financial Services Inc. 2009 - 2011
Skills
Investment Advisory, Wealth Management, Investments, Insurance, Mutual Funds, Finance
Education
CSC
Fanshawe College
Business, Financial Planning
The Bear Traps Report April 2014 - Present
First Trust February 2014 - April 2014
Manulife Securities January 2011 - January 2014
Manulife Securities Insurance Inc. January 2011 - January 2014
Investors Group Financial Services Inc. 2009 - 2011
Skills
Investment Advisory, Wealth Management, Investments, Insurance, Mutual Funds, Finance
Education
CSC
Fanshawe College
Business, Financial Planning
Stephanie Nesci's Manulife Securities Experience June 2011 - February 2012
Job Mortgage Agent/Operations Manager at Centro Mortgage Inc.
Industry Financial Services
Experience
Centro Mortgage Inc. August 2012 - Present
Sport Chek April 2007 - March 2013
Manulife Securities June 2011 - February 2012
Skills
Software Documentation, Accounts Payable, Retail, CRM, Interviews, Management, Customer Service, Sales, Marketing, Analysis, Invoicing, Project Management, Accounting, Time Management, Finance
Education
George Brown College 2007 — 2010
Diploma, Management Studies
Centro Mortgage Inc. August 2012 - Present
Sport Chek April 2007 - March 2013
Manulife Securities June 2011 - February 2012
Skills
Software Documentation, Accounts Payable, Retail, CRM, Interviews, Management, Customer Service, Sales, Marketing, Analysis, Invoicing, Project Management, Accounting, Time Management, Finance
Education
George Brown College 2007 — 2010
Diploma, Management Studies
Vicky Rehsi's Manulife Securities Experience November 2004 - April 2009
Job Actively Seeking Employment
Industry Financial Services
Experience
CIBC July 2011 - February 2014
Manulife Securities November 2004 - April 2009
TD Canada Trust April 2001 - November 2004
Skills
Mutual Funds, Banking, Sales, Customer Service, Training, Teamwork, Relationship Management, Finance, Accounting, Customer Experience, Retail Banking, Call Centers, Credit, Loans, Customer Satisfaction, Portfolio Management
Education
George Brown College 2000 — 2002
Financial Management, Accounting and Finance
George Brown College 1998 — 2000
Business Administration, Business Administration and Management, General
CIBC July 2011 - February 2014
Manulife Securities November 2004 - April 2009
TD Canada Trust April 2001 - November 2004
Skills
Mutual Funds, Banking, Sales, Customer Service, Training, Teamwork, Relationship Management, Finance, Accounting, Customer Experience, Retail Banking, Call Centers, Credit, Loans, Customer Satisfaction, Portfolio Management
Education
George Brown College 2000 — 2002
Financial Management, Accounting and Finance
George Brown College 1998 — 2000
Business Administration, Business Administration and Management, General
Barbara Morgan's Manulife Securities Experience December 2014 - Present
Job Pricing Analyst at Manulife Securities
Industry Financial Services
Experience
Manulife Securities December 2014 - Present
Manulife Securities March 2000 - Present
CIBC Wood Gundy June 1988 - August 1999
RBC Dominion Securities (formerly Pitfield McKay Ross) April 1979 - June 1988
Skills
Financial Services, Securities, Settlement, Asset Allocation, Options, Wealth Management, Corporate Actions, Insurance, Trading, Portfolio Management, Retirement Planning, Investments, Equities, Mutual Funds, Estate Planning, Strategic Financial..., Relationship Management, Business Development, Risk Management, Capital Markets, Project Management, Business Analysis, Financial Planners, Banking, Customer Service, Finance, Asset Managment, Investment Advisory, Fixed Income, Team Leadership, Retirement, Financial Analysis, Investment Management, Investment Strategies, Back Office, Public Speaking, Financial Planning
Education
Sheridan College 1978 — 1979
Security and Law Enforcement
Manulife Securities December 2014 - Present
Manulife Securities March 2000 - Present
CIBC Wood Gundy June 1988 - August 1999
RBC Dominion Securities (formerly Pitfield McKay Ross) April 1979 - June 1988
Skills
Financial Services, Securities, Settlement, Asset Allocation, Options, Wealth Management, Corporate Actions, Insurance, Trading, Portfolio Management, Retirement Planning, Investments, Equities, Mutual Funds, Estate Planning, Strategic Financial..., Relationship Management, Business Development, Risk Management, Capital Markets, Project Management, Business Analysis, Financial Planners, Banking, Customer Service, Finance, Asset Managment, Investment Advisory, Fixed Income, Team Leadership, Retirement, Financial Analysis, Investment Management, Investment Strategies, Back Office, Public Speaking, Financial Planning
Education
Sheridan College 1978 — 1979
Security and Law Enforcement
Victor Alfa's Manulife Securities Experience January 2006 - Present
Job Investment Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities January 2006 - Present
TD Bank Group January 2004 - January 2006
Education
Concordia University
BA, Economics
Manulife Securities January 2006 - Present
TD Bank Group January 2004 - January 2006
Education
Concordia University
BA, Economics
Dimitri Lappos's Manulife Securities Experience May 2015 - Present
Job Licensed Associate Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities May 2015 - Present
Education
Concordia University 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
Harrington College of Canada 2009 — 2011
DEC, Business
Beaconsfield High School
Manulife Securities May 2015 - Present
Education
Concordia University 2011 — 2015
Bachelor of Business Administration (BBA), Marketing
Harrington College of Canada 2009 — 2011
DEC, Business
Beaconsfield High School
Darlene Rodrigues's Manulife Securities Experience November 2011 - Present
Job Operations Admin
Industry Financial Services
Experience
Manulife Securities November 2011 - Present
Dundee Wealth April 2004 - September 2009
Education
George Brown College 1996 — 1998
Medical Admin
Manulife Securities November 2011 - Present
Dundee Wealth April 2004 - September 2009
Education
George Brown College 1996 — 1998
Medical Admin
Daniel Copnick's Manulife Securities Experience
Job Financial Planner at Manulife Securities
Industry Financial Services
Experience
Manulife Securities
Skills
Budgets, Wealth Accumulation, Accounting, Wealth, Financial Analysis, Retirement Planning, Wealth Management, Financial Planners, Strategy, Mutual Funds, Investment Advisory, Investment Strategies, Retirement, Strategic Financial..., Segregated Funds, Financial Advisory
Education
McGill University
Manulife Securities
Skills
Budgets, Wealth Accumulation, Accounting, Wealth, Financial Analysis, Retirement Planning, Wealth Management, Financial Planners, Strategy, Mutual Funds, Investment Advisory, Investment Strategies, Retirement, Strategic Financial..., Segregated Funds, Financial Advisory
Education
McGill University
Daniel Mahler's Manulife Securities Experience September 2012 - Present
Job Associate Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities September 2012 - Present
Canaccord Financial December 2008 - August 2012
Education
McGill University 2002 — 2006
BA, Marketing
Dawson College 1999 — 2002
Commerce
Manulife Securities September 2012 - Present
Canaccord Financial December 2008 - August 2012
Education
McGill University 2002 — 2006
BA, Marketing
Dawson College 1999 — 2002
Commerce
Alexandre Lefebvre's Manulife Securities Experience July 2012 - January 2013
Job Internal Wholesaler at Manulife Financial / Mcgill diploma
Industry Financial Services
Experience
Manulife Financial April 2014 - Present
Banque Nationale November 2013 - April 2014
Manulife Securities July 2012 - January 2013
Ministère des Finances du Québec January 2012 - June 2012
Fabergé Resto-Lounge November 2010 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, French, Microsoft Office, Financial Analysis, Customer Service, Leadership, Outlook, Accounting, Financial Reporting, Business Strategy, Social Media Marketing, Access, Marketing, Budgets, Portfolio Management, Management, Investments, Finance, Financial Planning
Education
McGill University 2012 — 2014
Diploma, Accounting
Université de Montréal / University of Montreal 2008 — 2012
Baccalauréat, Économie et Politique
Cegep Saint Laurent 2006 — 2008
DEC, sciences humaines
Manulife Financial April 2014 - Present
Banque Nationale November 2013 - April 2014
Manulife Securities July 2012 - January 2013
Ministère des Finances du Québec January 2012 - June 2012
Fabergé Resto-Lounge November 2010 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, French, Microsoft Office, Financial Analysis, Customer Service, Leadership, Outlook, Accounting, Financial Reporting, Business Strategy, Social Media Marketing, Access, Marketing, Budgets, Portfolio Management, Management, Investments, Finance, Financial Planning
Education
McGill University 2012 — 2014
Diploma, Accounting
Université de Montréal / University of Montreal 2008 — 2012
Baccalauréat, Économie et Politique
Cegep Saint Laurent 2006 — 2008
DEC, sciences humaines
Larry Tang's Manulife Securities Experience May 2012 - August 2012
Job Financial Analyst at Auldbrass Partners
Industry Financial Services
Experience
RBC Capital Markets June 2013 - August 2013
Manulife Securities May 2012 - August 2012
Education
University of Pennsylvania 2011 — 2014
Bachelor of Science (BS), Finance, Marketing & Operations
University of Chicago 2010 — 2011
Bachelor of Arts (BA), Economics
St. George's School 1999 — 2010
RBC Capital Markets June 2013 - August 2013
Manulife Securities May 2012 - August 2012
Education
University of Pennsylvania 2011 — 2014
Bachelor of Science (BS), Finance, Marketing & Operations
University of Chicago 2010 — 2011
Bachelor of Arts (BA), Economics
St. George's School 1999 — 2010
Brent Reilly's Manulife Securities Experience October 2014 - Present
Job Associate at Manulife Securities
Industry Financial Services
Experience
Manulife Securities October 2014 - Present
Skills
Leadership, Microsoft Office, Microsoft Word, Teamwork, Risk Management, Inventory Management, Retail, Logistics, Analysis, Financial Analysis
Education
University of Guelph 2009 — 2014
Bachelor of Commerce (B.Com.), Business/Managerial Economics
Manulife Securities October 2014 - Present
Skills
Leadership, Microsoft Office, Microsoft Word, Teamwork, Risk Management, Inventory Management, Retail, Logistics, Analysis, Financial Analysis
Education
University of Guelph 2009 — 2014
Bachelor of Commerce (B.Com.), Business/Managerial Economics