MD Financial Management
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MD Financial Management Employees
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 2011 - January 2015
MD Financial Management September 2010 - August 2011
MD Financial Management December 2006 - September 2010
MD Financial Management March 2005 - December 2006
Convergys March 2002 - March 2005
IBM Canada Ltd. June 1999 - February 2002
Computers & More April 1996 - June 1999
Skills
HTML, CSS, JavaScript, Git, Github, Illustrator, SVG, Dreamweaver, Photoshop, Incident Management, Change Management, IT Service Management, Customer Support, Help Desk Support, Process Improvement, Troubleshooting, ITIL, Business Analysis, Software Documentation, Active Directory, Disaster Recovery, SharePoint, Technical Support, Project Management, Management, Leadership, Training, Employee Training, ACD Management, Problem Management, Service Operation, Service Improvement, Team Leadership
Education
Algonquin College of Applied Arts and Technology 2015 — 2017
Mobile Application Design & Development
Algonquin College of Applied Arts and Technology 1998 — 1999
Computer Engineering
South Carleton High School 1993 — 1998
High School
MD Financial Management July 2009 - Present
BMO Investorline April 2008 - April 2009
Altamira 2005 - 2007
Inco Ltd. 2002 - 2005
AIM Trimark Investments 1998 - 2002
Skills
Marketing Communications, Writing, Corporate Communications, Project Management, Strategic Communications, Editing, Financial Services, Creative Direction, Editorial, Internal Communications, Public Relations, Management, Marketing, CRM
Education
University of Guelph
Honors BA, English major / marketing & consumer studies minor
Royal Conservatory of Music - Toronto
Piano performance and music theory
MD Private Investment Counsel June 2000 - Present
MD Financial Management January 2000 - Present
TD Canada Trust June 1986 - May 2000
Canada Trust September 1986 - January 2000
Skills
Investments, Portfolio Management, Insurance, Private Banking, Client Service, Asset Management, Investment Strategies, Asset Allocation, Wealth Management, Retirement Planning, Risk Management, Investment Advisory, Financial Analysis, Retirement, Equities, Wealth, Securities, Fixed Income, New Business Development, Valuation, Strategic Planning, Customer Relations, Business Strategy, Sales Management, High Net Worth..., Team Leadership, Coaching, Capital Markets, Account Management, Microsoft Office, Investment Management, Financial Advisory, Financial Risk, Wealth Management..., Bloomberg, Relationship Management, Equity Trading, Leadership Development, Leadership Development..., Executive Team Coaching, Financial Services, Customer Service, Strategic Financial..., Executive Coaching, Educational Leadership, Mentoring New Hires, Team Mentoring, Board of Directors, Training Facilitation, Alternative Investments
Education
St. Francis Xavier University 1982 — 1984
Bachelor's Degree, English and Psychology
Saint Francis Xavier University 1982 — 1984
MD Financial Management January 2013 - Present
CIBC May 2005 - January 2013
TD Canada Trust May 2004 - May 2005
TD Canada Trust November 2002 - May 2004
Skills
Wealth Management, Finance, Strategic Financial..., Investments, Wealth, Banking, Fixed Income, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Wealth Management..., Mortgage Lending, Retirement Savings, Asset Allocation, Financial Advisory, Bonds, ETFs, Securities, Retail Banking, Derivatives, Investment Management, Estate Planning, Financial Planners, Asset Management, Financial Services, Portfolio Management, Equities, Risk Management, Retirement, Customer Engagement, Financial Modeling, Credit, Financial Planning
Education
Dalhousie University 2010 — 2013
Master of Business Administration (MBA), Financial Services
Canadian Securities Institute 2010 — 2010
Fellow of CSI (FCSI)
Canadian Institute of Financial Planning 2009 — 2009
Registered Retirement Consultant (RRC)
Canadian Securities Institute 2009 — 2009
Chartered International Wealth Manager (CIWM)
Financial Planners Standards Council 2005 — 2005
Certified Financial Planner (CFP)
University of Toronto - Rotman School of Management 1998 — 2002
Bachelor of Commerce (B.Com), Accounting, Finance, and Economics
MD Financial Management June 2013 - Present
Bank of America November 2009 - February 2012
MBNA Canada December 2008 - October 2009
MBNA Canada June 2007 - November 2008
MBNA Canada September 2005 - May 2007
MBNA Canada August 2004 - August 2005
MBNA Canada September 2003 - July 2004
MBNA Canada July 2002 - August 2003
MBNA Canada October 2001 - June 2002
Skills
Call Centers, Management, Performance Management, Employee Relations, Banking, Analytics, Process Improvement, Change Management, Talent Management, Human Resources, Customer Service, Leadership, Relationship Management, Business Analysis, Credit Cards, Risk Management, Financial Services, Talent Acquisition, Vendor Management, Credit, Coaching, Business Process..., Customer Experience, Credit Risk, Consumer Lending, Credit Analysis, Access, Strategy, Analysis, Recruiting, HR Policies, Microsoft Excel, Tableau
Education
Saint Mary's University 1991 — 1995
Bachelor of Commerce (B.Com.), International Business
MD Financial Management March 2014 - Present
JSI Telecom July 2005 - January 2014
JSI Telecom November 2002 - July 2005
MD Management Ltd December 2001 - November 2002
Skills
Technical Writing, Requirements Analysis, Agile Methodologies, SharePoint, Software Development, Software Documentation, XML, Analysis, Quality Assurance, Product Management, SQL
Education
Carleton University 1996 — 1999
Bachelors, Mass Communication
Sir Wilfrid Laurier Secondary School
MD Financial Management April 2010 - Present
CODESRIA October 2004 - September 2008
Intermarket Discount House Limited January 2004 - September 2004
Intermarket Banking Corporation Limited January 2002 - December 2003
Skills
Financial Analysis, Managerial Finance, Strategic Financial..., Financial Reporting, Financial Planning and..., Corporate Finance, Financial Services, Business Planning, Institutional Business..., IFRS Reporting, Finance, Financial Modeling, Financial Risk, IFRS, Financial Planning, Leadership, Management, Management Consulting, Business Strategy, Investments, Risk Management, Change Management, Strategy
Education
Queen's University 2008 — 2010
MBA
Mares Consulting Inc January 2009 - Present
Bank of Canada March 2015 - Present
MD Financial Management August 2014 - January 2015
Health Canada October 2012 - March 2014
Public Health Agency of Canada January 2009 - April 2011
Nortel Networks August 2006 - November 2008
Skills
Requirements Analysis, Business Analysis, Analysis, Software Project..., Software Development, Requirements Gathering, Quality Assurance, Databases, Strategy, Enterprise Architecture
Education
Queen's University 2011 — 2012
Master of Business Administration (MBA)
Carleton University 2002 — 2006
Bachelor of Engineering (B.Eng.), Software Engineering
MD Financial Management March 2013 - Present
MD Physician Services July 2012 - March 2013
MD Physician Services July 2010 - July 2012
Skills
Relationship Management, Risk Management, Mutual Funds, Change Management, Wealth Management, Business Analysis, Portfolio Management, Asset Allocation, Team Leadership, Process Improvement, Retirement Planning, Analysis, Financial Services
Education
Carleton University
Master of Management Studies, Market Research
Carleton University
Bachelor of Commerce, Marketing
MD Financial Management December 2011 - Present
Bureau de la traduction June 2005 - December 2011
Parcs Canada April 2004 - October 2005
Musée acadien du Québec à Bonaventure June 2002 - September 2003
Skills
Traduction, Révision, Rédaction, Blogging, French, Microsoft Office, Outlook, PowerPoint, Customer Service, MultiTrans, Français
Education
Université Laval 2003 — 2006
Baccalauréat en traduction, Traduction
Cégep de la Gaspésie et des Îles 2001 — 2003
Diplôme d’études collégiales en sciences humaines, profil administration
MD Financial Management October 2014 - Present
MD Financial Management October 2010 - October 2014
Innovapost December 2004 - October 2010
Scouts Canada 2001 - 2004
Convergys 1999 - 2001
Skills
Requirements Analysis, Solution Architecture, Change Management, Business Analysis, Project Management, SharePoint, Microsoft CRM, Training, Business Process..., Integration, Visio, Business Requirements, Requirements Gathering, SDLC, Business Process
Education
McMaster University 2007 — 2009
Advanced Certificate, Business Analysis
BA - University of Ottawa 1992 — 1996
Bachelor of Arts (B.A.)
Algonquin College of Applied Arts and Technology
MD Financial Management February 2014 - Present
MD Financial October 2010 - February 2014
Standard Life March 2008 - February 2010
Investors Group April 2007 - February 2008
IKON Office Solutions July 2004 - December 2005
Skills
Investments, Research, Quantitative Investing, Equities, Financial Services, Analysis, Financial Analysis, Portfolio Management, Finance, Banking, Business Analysis, Economics, Relationship Management
Education
HEC Montréal 2000 — 2004
Bachelor's in Business Administration, Applied Economics
Collège Jean-de-Brébeuf 1993 — 2000
DEC/DES, Social Sciences
MD Financial Management March 2007 - Present
MD Financial Management April 2009 - Present
Horton Financial 2001 - 2007
CAP Advisors April 1999 - October 2001
Canada Trust 1996 - 1999
RBC Royal Bank 1993 - 1996
Skills
Asset Allocation, Portfolio Management, Investment Strategies, Asset Management, Investments
Education
Harvard University 1973 — 1977
AB, Economics
CFA Institute 1990 — 1992
Chartered Financial Analyst
MD Financial Management June 2010 - Present
MBM Intellectual Property Law May 2007 - June 2010
MBM Intellectual Property Law August 2005 - May 2007
MBM Intellectual Property Law June 2005 - August 2005
Tundra Semiconductor May 2004 - December 2004
Skills
Employee Relations, Talent Management, Performance Management, Employee Engagement, Succession Planning, Human Resources, Recruiting, Interviews, Organizational..., Personnel Management, Change Management, New Hire Orientations, Policy, Coaching, Organizational...
Education
Carleton University 2001 — 2005
BA, Psychology
Bell High School
Pythian September 2015 - Present
University of Ottawa September 2014 - Present
MD Financial Management January 2015 - April 2015
Canada Revenue Agency May 2014 - August 2014
Scotiabank July 2012 - January 2014
Skills
Customer Service, Event Planning, Banking, Teamwork, Time Management, Sales, Outlook, Human Resources, Access, Customer Satisfaction, Team Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Cash, Spreadsheets, Public Speaking, Microsoft Office, Social Networking, Analysis, Leadership, Research, Social Media, Communication
Education
University of Ottawa 2012 — 2016
Bachelor of Commerce (B.Com.), Human Resource Management
Collège catholique Franco-Ouest 2006 — 2012
Ontario Secondary School Diploma (Bilingual)
MD Financial Management August 2009 - Present
MD Physician Services June 2007 - August 2009
McCormick Rankin Corporation (MRC) May 2006 - May 2007
Coates Distributors Ltd. March 2002 - February 2006
Xerox Canada December 1999 - October 2001
Skills
Employee Relations, Performance Management, Recruiting, Disability Management, HR Policies, HRIS, Change Management, Coaching, Human Resources, Compensation, Total Rewards, Employee Engagement, Policy, Management, Succession Planning, Personnel Management
Education
University of New Brunswick 1993 — 1999
BBA, Human Resources
MD Financial Management June 2014 - Present
MD Physician Services November 2013 - May 2014
RBC September 2013 - November 2013
Dragonwave June 2010 - September 2013
TD November 2012 - August 2013
Skills
•Experienced in a SOX..., Excellent analytical..., MS Word, Excel..., Developed extensive..., Leadership abilities..., Attention to detail..., Exemplary communication..., Strong sales abilities..., Ability to multitask..., Internal Audit, Team Leadership, Technical Support, Telecommunications, Microsoft Exchange, Sales, Databases, Customer Service
Education
Carleton University 2009 — 2013
Bachelor of Commerce (B.Com.), Accounting and Finance
MD Financial Management Gestion financière MD September 2015 - Present
Women Powering Technology June 2014 - Present
MD Financial Management November 2012 - September 2015
Women Powering Technology July 2012 - June 2014
MD Physician Services September 2010 - November 2012
CanWIT (Women in Technology) (formerly CATA WIT) September 2010 - July 2012
MD Physician Services November 2009 - September 2010
CATA WIT (Women in Technology) March 2009 - September 2010
Momentous.ca Corp. August 2005 - November 2009
Pool.com January 2004 - August 2005
Skills
CSS, Microsoft SQL Server, XML, .NET, ASP.NET, T-SQL, JavaScript, Database Design, Web Applications, Software Development, Databases, PHP, Software Design, Integration, Web Services
Education
Carleton University 1999 — 2003
BCS, Computer Science, Software & Computing with Honours
MD Financial Management March 2014 - Present
MD Physician Services March 2012 - March 2014
MD Physician Services November 2003 - March 2012
MD Funds Management Limited 2000 - 2003
Skills
HRIS, Compensation Structure..., Deferred Compensation, Impromptu, PeopleSoft, PAM for Securities, Microsoft Excel, Job Evaluation, Succession Planning, Compensation Structures, Employee Benefits, Leadership, Employee Engagement, Performance Management, Employee Relations
Education
Lakehead University 1991 — 1992
Sheridan College 1989 — 1991
MD Financial Management 2012 - Present
Invesco Canada (Invesco Trimark) 2005 - 2011
Gowling Lafleur Henderson LLP 2003 - 2005
Fidelity Investments 1999 - 2002
Dentsu, Young & Rubicam January 1998 - February 1998
Government of Japan 1995 - 1998
CIBC 1994 - 1995
Skills
Management, Business Development, Marketing, Marketing Communications, Customer Service, Program Management, Recruiting, Corporate Communications, Customer Satisfaction, Project Management, Mutual Funds, Team Building, Marketing Strategy, Time Management, Strategic Planning, Strategy
Education
Tokyo University, Japan 1996 — 1998
Japanese Language
University of Siena, Italy 1994 — 1994
Piano Performance
McMaster University 1990 — 1994
Honours BA, English Literature & Language
Royal Conservatory of Music 1980 — 1989
Piano Performance, History and Theory
Ryerson University (Continuing Education)
Marketing, Advertising Copywriting, Editing, Public Relations, Web Publishing
MD Financial Management January 2010 - Present
Canadian Auto Association July 2008 - December 2009
Dell Computers May 2006 - 2008
Balanced INK June 2002 - May 2006
Skills
Process Improvement, Business Analysis, Requirements Analysis, Documentation, Change Management, Team Leadership, Leadership Development, Metrics Analysis, Software Documentation
Education
Keyin College 2000 — 2002
Master's degree, Computer Science
Dalhousie University 1997 — 2000
BSC, Computer Science
MD Financial Management September 2014 - Present
MD Physician Services Inc September 2013 - September 2014
MD Physician Services Inc. August 2005 - August 2013
Source Facilities Management October 1993 - August 2005
Department of Supply and Services January 1992 - September 1993
Gansen-Lindsay Designs January 1989 - December 1991
Skills
Project Management, Process Improvement, Project Coordination, Project Planning, Team Leadership, Facilities Management, Contract Management, Contract Negotiation, Change Management, Operations Management
Education
University of Ottawa 1997 — 1999
Business
Algonquin College of Applied Arts and Technology 1985 — 1988
Advanced Interior Design
Sir Robert Borden High School 1980 — 1985
MD Financial Management January 2014 - Present
BMO Nesbitt Burns June 2013 - August 2013
TD May 2011 - May 2013
Skills
Business Analysis, Group Dynamics, Communication, Microsoft Excel, Microsoft Office, Canadian Securities..., Conduct and Practise..., Credit, Training, Banking, Time Management, AML, Securities, Retail Banking, Finance, Data Analysis, Lines Of Credit, PowerPoint, Deposits, Relationship Management, Cross Selling, Consumer Lending, Small Business Lending, Management, Mutual Funds, Equities, Financial Markets, Commercial Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Analysis
Education
University of Guelph 2009 — 2013
Bachelor of Business Administration (BBA) with Honors, Finance, General
Humber College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General