OPSEU Pension Trust
Industry: Pension fund company
DescriptionOPTrust, officially the OPSEU Pension Trust, is a legal trust formed by the contractual agreement between the two plan sponsors, Ontario Public Service Employees Union and the Government of Ontario. It manages one of Canada’s largest pension funds and administers the OPSEU Pension Plan. Headquarters: Toronto, Canada Founded: 1994 Type of business: Private Chief investment officer: James Davis General counsel: John Walsh Subsidiary: OPTrust Private Markets Group
OPSEU Pension Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at OPSEU Pension Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
OPSEU Pension Trust Salaries. You can even request information on how much does OPSEU Pension Trust pay if you want to. Learn about salaries, pros and cons of working for OPSEU Pension Trust directly from the past employees.
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OPSEU Pension Trust Employees
Levy Zavet PC, Lawyers February 2015 - Present
ACE Sports & Media Group 2014 - Present
OPSEU Pension Trust June 2014 - October 2014
Chartered Professional Accountants of Ontario (CPA Ontario) November 2012 - March 2013
Government of Canada June 2011 - September 2011
University of Manchester 2010 - 2011
Tuckers Solicitors February 2010 - March 2010
Skills
Legal Advice, Corporate Governance, Legal Writing, International Law, Legal Assistance, Public Speaking, Civil Litigation, Teamwork
Education
The University of Manchester 2009 — 2012
LL.B. (Hons), Law
University of Waterloo 2004 — 2008
B.A. (Hons), Legal Studies
Ontario Ministry of Labour April 2015 - Present
Target November 2012 - April 2015
Cancer Care Ontario October 2011 - November 2012
Ministry of Labour (Ontario) April 2011 - October 2011
Ontario Ministry of Municipal Affairs and Housing May 2009 - October 2010
Ontario Ministry of Labour April 2007 - May 2009
Toronto Central Community Care Access Centre February 2006 - April 2007
OPSEU Pension Trust January 2000 - February 2006
Skills
Administrative..., Event Planning, Microsoft Office, Government, Strategic Communications, Leadership, Customer Service, Research, Management, Corporate Communications, Expense Reports, Time Management, Expense Management, Public Relations, Expense Budget..., Communications, Organization, Executive Calendar..., Executive Travel, Policy, Training, Project Management, Teamwork, Event Management, Team Building, Strategic Planning, Analysis, Administration
Education
George Brown College 2002 — 2004
Corporate Communications, 4.0
Trafalgar Castle 1988 — 1993
OPSEU Pension Trust May 2014 - Present
Manafea Holding August 2012 - April 2014
Saad Financial Services January 2009 - August 2012
RiskMetrics Group June 2008 - December 2008
Saad Trading and Contracting Company August 2006 - July 2007
Skills
Financial Modeling, Portfolio Management, Risk Management, Derivatives, Investments, Financial Analysis, Private Equity, Valuation, Equity Research, Python, Financial Services, Options, Investment Banking, Equities, Equity Valuation, Alternative Investments, Credit Risk, Financial Reporting, Financial Engineering, SQL, Asset Management, Banking, Capital Markets, Quantitative Finance, VBA, Matlab, C++, Programming, Fixed Income, Monte Carlo Simulation, Market Risk, Statistics, Financial Markets, Trading, Hedge Funds, Financial Structuring, Credit Analysis, R
Education
University of Michigan 2007 — 2008
Masters, Financial Engineering
King Fahd University of Petroleum & Minerals 2002 — 2006
BSc, Computer Engineering
IT Weapons June 2014 - Present
Atum Corporation November 2013 - June 2014
OPSEU Pension Trust December 2011 - November 2013
Future Shop April 2010 - August 2011
Skills
Active Directory, Network Administration, Linux System..., VMware ESX, CCNA, Server Administration, Computer Hardware..., Cisco Certified, Microsoft Exchange, Blackberry Enterprise..., Cisco Technologies, Citrix, Networking, Servers, Technical Support, Troubleshooting, VMware, Windows Server
Education
Seneca College 2010 — 2013
Diploma, Computer Systems Technology - CTYC
Seneca College of Applied Arts and Technology
Centre for Addiction and Mental Health February 2015 - Present
Kinross Communications 2011 - Present
Ontario Teachers' Pension Plan September 2013 - December 2014
RBC July 2012 - September 2013
OMERS August 1999 - November 2011
OPSEU Pension Trust 1997 - 1999
Centre for Addiction and Mental Health 1989 - 1997
Centre for Addiction and Mental Health 1989 - 1997
Southam Communications 1987 - 1989
Toronto Star 1987 - 1987
Skills
Strategic..., Feature writing, Editing, Pension and retirement..., Budget management, Business planning, Market research, People Management, Health sector expertise, Management, Strategic Communications, Market Research, Budgets, Blogging, Pensions, Pension Systems, Feature Articles, Public Relations, Internal Communications, Strategic Planning, Communications Planning, Leadership, Newsletters, Nonprofits, Marketing Strategy, Media Relations, Business Planning, Speech Writing, Web Content
Education
International Association of Business Communicators 2011 — 2012
ABC -- Accredited Business Communicator
The University of Western Ontario 1982 — 1987
Journalism, English
Humber College 1980 — 1981
Attended, Music Program
Rapport Credit Union August 2014 - Present
University of Ontario Institute of Technology (UOIT) August 2013 - Present
Ontario Civil Service Credit Union April 2003 - July 2014
Government of Ontario August 2006 - 2013
Humber College January 2007 - December 2012
OPSEU Pension Trust 2007 - 2008
Ontario Strategic Infrastructure Financing Authority July 2003 - July 2006
Ontario Ministry of the Environment July 2001 - July 2003
Ontario Ministry of Finance February 2000 - May 2002
Advisory Committee for Queen's Alumni Review 1999 - 2002
Skills
Issues Management, Large Group Facilitation, Strategic Communications, Governance, Policy, Teaching, Crisis Communications, Media Relations, Internal Communications, Corporate Communications, Retail Banking, Pension Administration, Government Relations, Public Relations, Speech Writing, Stakeholder Relations, Message Development, Compliance, Executive Communications, Spokesperson, Communications Strategy, Writing, Communications Planning, Strategic Planning..., Retreat Facilitation, Employee Relations, Stakeholder Engagement, Public Speaking, Strategic Counsel, Marketing Communications, Staff Development, Compensation, Stakeholder Management, Strategic Planning, Leadership, Government, Retreats, Fundraising, Public Policy, Workshop Facilitation, Press Releases, Policy Analysis, Public Affairs, International Relations
Education
Queen's University 1978 — 1983
BA (Hons), Political Science
Family Services Toronto June 2012 - Present
Yogapalooza June 2010 - Present
YogaVision April 2008 - Present
OPSEU Pension Trust January 2001 - March 2014
lululemon athletica October 2010 - October 2012
School of Yoga Therapy and Natural Medicine 2006 - September 2012
OPSEU Pension Trust February 2004 - February 2005
Skills
Public Speaking, Research, Yoga, Leadership, Employee Relations, Strategic Planning, Public Relations, Performance Management, Policy, Customer Service, Project Management, Management, Internal Communications, Microsoft Office, Training, Team Leadership, Team Building, Meditation, Marketing, Program Management, Coaching, Change Management, CRM, Editing, Workshop Facilitation, Fundraising, Event Management, Leadership Development, Event Planning, Community Outreach, Social Media, Strategic Communications, Marketing Communications, Program Development, Community Development, Teaching, Healing, Personal Development, Employee Training, Government, Executive Coaching, Lifestyle Coaching, Blogging, Life Coaching, Motivational Speaking
Education
Amara Yoga School 2006 — 2012
Yoga Therapist
University of Toronto 2007 — 2007
Project Management Certificate
RYERSON POLYTECHNIC UNIVERSITY 1994 — 1999
Diploma, Public Administration
George Brown College
BACHELOR OF APPLIED ARTS
THE INVESTMENT INSTITUTE OF CANADA 1998 — 1998
Investment Certificate
AMARA YOGA SCHOOL
D26 Consulting Ltd. 2012 - Present
Sun Life Financial, Group Benefit, Group Retirement Services 2015 - Present
Rotman School of Management, University of Toronto 2014 - Present
OPSEU Pension Trust March 2014 - June 2015
OPSEU Pension Trust October 2013 - March 2014
OPSEU Pension Trust July 2011 - October 2013
Bank of Montreal, National Business Support Office, Delivery Management Office August 2009 - July 2011
Bank of Montreal, National Business Support Office, Technology & Infrastructure September 2007 - August 2009
Bank of Montreal, National Lending Office May 2005 - September 2007
Bank of Montreal, Investment Banking Group Product Operations September 2004 - May 2005
Skills
Project Management, Database Design, Requirements Gathering, Business Analysis, Process Flow, Analysis, Microsoft SQL Server, PMP, Technical Documentation, Process Improvement, Change Management, Linux, Visual Basic, Vendor Management, Management, Strategy, Leadership, Team Leadership, Strategic Planning, IT Management, Consulting, Risk Management
Education
University of Toronto - Rotman School of Management 2011 — 2014
MBA, Finance, Strategy
Ryerson University 2008 — 2009
PMA, Project Management
University of Toronto - University of St. Michael's College 2000 — 2004
Hon. B.Sci., Software Engineering
Ryerson University 1995 — 2000
BFA, Image Arts: Photography
Chaminade College 1990 — 1995
Bank of Montreal Institute for Learning
Lawrence Park CI
St. John
OMERS September 2011 - Present
OPSEU Pension Trust February 2011 - September 2011
Fiera Capital Corporation August 2010 - December 2010
BMO Financial Group December 2009 - March 2010
Mavrix Fund Management Inc. September 2008 - October 2009
OPSEU Pension Trust August 1999 - December 2007
Sun Life Financial November 1992 - August 1999
Aurion Capital December 1989 - September 1991
Grant Thornton 1987 - 1989
Skills
Accounting, Financial Statements, Internal Controls, Financial Reporting, Performance Management, Financial Analysis, QuickBooks, Financial Modeling, Corporate Finance, Investments, Sarbanes-Oxley Act, Management, Financial Services, Finance, Strategic Financial..., Financial Accounting, Managerial Finance, IFRS, Financial Planning
Education
Society of Management Accountants of Ontario 1997 — 2000
CMA, Management
Acadia University 1983 — 1987
BBA, Accounting
Blue Ink Creative Content June 2013 - Present
Money Confidential Financial Counselling Services December 2008 - Present
Desjardins Financial Security December 2009 - March 2013
InCharge Debt Solutions Canada June 2006 - February 2008
OPSEU Pension Trust March 1999 - November 2005
National Ballet School April 1996 - February 1999
Skills
Insurance, Investment Strategies, Pensions, Budgeting, Retirement, Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Employee Benefits, Asset Allocation, Small Business, Asset Managment, Strategic Planning, Financial Services, Health Insurance, Business Planning, Financial Advisory, Financial Planners, Finance, Wealth, Budgets, Asset Management, Mortgage Lending, Investment Advisory, Critical Illness, Financial Analysis, Risk Management, Banking, Financial Planning, Investments
Education
Age Friendly Business Academy 2011 — 2011
CPCA, Certified Professional Consultant on Aging
Ontario Association of Credit Counselling 2009 — 2009
AFCC, Acredited Financial Counsellor of Canada
Canadian Securities Institute 2008 — 2009
Canadian Securities Course, Financial Planning and Services
University of Toronto - Woodsworth College 1991 — 1996
BA, English Literature
Sheridan College 1984 — 1986
Art History, Art, video, photography
Pathways to Education Canada September 2014 - Present
Your Fab VA - A Virtual Assistance Company May 2008 - Present
OPSEU Pension Trust June 2007 - September 2014
CSI Global Education Inc. March 2007 - May 2007
The Institute of Canadian Bankers March 2000 - March 2007
Skills
Social Media Marketing, Social Media, Online Advertising, Marketing, Social Networking, Project Management, Entrepreneurship, Coaching, Strategic Planning, Email Marketing, Customer Service, Blogging, Business Development, Sales Management, Team Building, Leadership, SEO, Management, Event Management, Newsletters, Sales, Time Management, Marketing Strategy, Online Marketing, CRM, Start-ups, Business Planning, Marketing Communications, WordPress, Small Business, Strategy
Education
University of Santo Tomas 1987 — 1991
Bachelor of Science (B.Sc.), Business/Commerce, General
University of Santo Tomas 1983 — 1987
High School/Secondary Diplomas and Certificates
Manulife Financial May 2014 - Present
Manulife Financial May 2013 - May 2014
Manulife June 2010 - May 2013
CPAS Systems Inc. October 2005 - June 2010
George Weston Limited February 2001 - October 2005
Mercer Human Resource Consulting August 2000 - February 2001
OPSEU Pension Trust May 1999 - August 2000
Ontario Pension Board August 1997 - April 1999
Skills
Process Modeling with..., Business Process Design, Process Improvement, Business Process, Resource Management, SDLC, Business Analysis, Change Management, Requirements Analysis, Business Requirements, Software Documentation, Outsourcing, Program Management, Requirements Gathering, CRM, Strategy, Analysis, Leadership, IT Strategy, Team Leadership, Cross-functional Team..., Vendor Management, Management, Project Management, Management Consulting, Governance, Project Delivery, Consulting, Business Process..., Strategic Planning, Risk Management, Visio, Integration, Data Analysis, Pensions, Stakeholder Management, Project Planning, Gap Analysis, Financial Services, PMO, Project Portfolio..., Business Intelligence, Business Process..., User Acceptance Testing, Business Process Mapping, ERP, Agile Methodologies, Business Strategy, Business Case, Business Process...
Education
IBM 2011 — 2011
Business Process Management
Manulife Financial 2011 — 2011
Leadership program, Organizational Leadership
Peek Performance Systems 2007 — 2008
Management certification
Ryerson University 2005 — 2007
CEBS, Pension Plans and other Retirement Income Arrangement Course
Humber College 2000 — 2000
PPAC, Pension Plan Administration Course
Seneca College of Applied Arts and Technology 1999 — 1999
Pension and Benefits Plan Course, Pension and Benefits Administration
Canadian Securities Institute of Canada 1997 — 1998
CSC, Canadian Securities Course
Carleton University 1989 — 1994
Psychology, Criminology
OPSEU Pension Trust August 2014 - Present
OPTrust Private Markets Group January 2012 - August 2014
OPTrust Private Markets Group May 2008 - January 2012
BMI Research March 2005 - March 2008
Skills
Investments, Asset Management, Investment Strategies, Equities, Portfolio Management, Capital Markets, Valuation, Alternative Investments, Fixed Income, Hedge Funds, Financial Modeling, Private Equity, Bloomberg, Derivatives, Mutual Funds, Wealth Management
Education
The University of Edinburgh 2003 — 2004
MSc
Queen's University 1997 — 2001
BA (Hons)
Trinity College School 1992 — 1997
Ontario Power Generation January 2015 - Present
Dorsay Development Corporation June 2014 - Present
OPSEU Pension Trust November 2004 - December 2013
Self Employed March 2003 - October 2004
JPI Canada May 2001 - January 2003
Acanthus Real Estate August 1999 - April 2001
CBRE February 1997 - August 1999
Skills
Asset Management, Portfolio Management, Asset Managment, Valuation, Real Estate, Investment Properties, Investments, Investment Strategies, Financial Modeling, Capital Markets, Due Diligence, Mergers & Acquisitions
Education
The University of British Columbia 1997 — 2001
Diploma, Urban Land Economics
The University of Western Ontario 1989 — 1992
Bachelor of Arts (BA), Economics
Scotiabank Global Banking and Markets September 2010 - Present
JIng Yin Temple 2013 - 2015
JIng Yin Temple 2013 - 2015
Ontario Teachers' Pension Plan April 2008 - September 2010
OPSEU Pension Trust April 2006 - March 2008
John Hancock May 2005 - March 2006
Skills
Bloomberg, Financial Modeling, Capital Markets, Fixed Income, Investments, Equities, Derivatives, Banking, Hedge Funds, Valuation, Alternative Investments, Corporate Finance, Financial Analysis, Investment Banking, Portfolio Management
Education
Ivey Business School at Western University
Executive MBA
Western University 2000 — 2005
BMOS, Major in Accounting & Finance
OPSEU Pension Trust March 2015 - Present
OPTrust January 2014 - February 2015
OPSEU Pension Trust September 2012 - December 2013
ING DIRECT Canada May 2009 - September 2011
Telehop Communications Inc. July 2007 - August 2007
Skills
Mortgage Processing, Administrative Work, Leadership, Organization, Project Management, Oral & Written..., Microsoft Word, Microsoft Excel, PowerPoint, Basecamp, profile, DAWT, Superior Communications..., Teamwork, Finance
Education
Ryerson University 2008 — 2012
BCOMM, Business Management, Global Management
Honorary graduate of Ted Rogers School of Business Management Ryerson University
Global Management
OPSEU Pension Trust March 2014 - August 2015
CNIB September 2012 - March 2014
Arrowhead TCS September 2008 - September 2012
BPO Management Services October 2006 - September 2008
ADAPSYS LP February 2000 - September 2006
Hummingbird 2006 - 2006
Algorithmics 1998 - 2000
Skills
Managing Others, Project Delivery, Planning Budgeting &..., Customer Service, Problem Solving, Technical Resource..., Building Relationships, IT Service Management, Business Analysis, Enterprise Content..., Strategic Planning, Leadership, Document Management, CRM, Negotiation, Enterprise Software, SharePoint, Change Management, Pre-sales, Records Management, Proposal Writing, Requirements Analysis, Solution Selling, Professional Services, Content Management, Contract Negotiation, Collaboration Solutions, Vendor Management, Team Leadership, Information Management, Management, Business Management, Software Project..., Technical Training, Client Relationship..., IT Solutions, Technical Writing, Project Management, Workflow Solutions, Document Capture, System Testing, Hiring, Customer Relations, Conflict Resolution, Integration, Consulting, Strategy, Databases
Education
Fanshawe College 2004 — 2006
Business, Management, Marketing, and Related Support Services
Fanshawe College 1993 — 1996
Fanshawe College, Business, Management, Marketing, and Related Support Services
OPSEU Pension Trust April 2015 - Present
SAIL Advisors February 2010 - April 2014
Standard Chartered Bank June 2009 - January 2010
ING Investment Management July 2008 - March 2009
Bear Stearns Asia Ltd (Hong Kong) September 2006 - July 2008
ADM Investor Service, Taiwan Branch September 2001 - December 2003
Skills
Equities, Options, Financial Modeling, Hedge Funds, Equity Derivatives, Derivatives, Mutual Funds, Structured Finance
Education
University of Toronto - Rotman School of Management 2004 — 2006
MBA
National Tsing Hua University 1998 — 2001
BA, Economics
OPSEU Pension Trust June 2012 - Present
Mercer Human Resource Consulting June 2010 - June 2012
CIBC June 2007 - September 2009
ExcellerateHRO August 2005 - May 2007
Fidelity Investments September 2004 - August 2005
Hospitals of Ontario Pension Plan April 2003 - August 2004
OPSEU Pension Trust June 2001 - April 2003
Skills
Pension Administration, Highly Analytical, Excel, Defined Benefit, Microsoft Office, Pension Legislation, Pensions, Employee Benefits, Human Resources, Analytical Skills, Microsoft Excel, Access, Account Reconciliation, Process Improvement, Training
Education
Ryerson University 1994 — 1998
B. Comm, Computer Information Systems Major/Law Minor
Infor January 2015 - Present
HOOPP (Healthcare of Ontario Pension Plan) June 2014 - January 2015
OPSEU Pension Trust 2014 - June 2014
TD March 2013 - 2014
HOOPP (Healthcare of Ontario Pension Plan) 2010 - March 2013
Accenture July 2007 - February 2009
LCBO 2009 - 2009
Workbrain August 2006 - July 2007
Workbrain February 2005 - August 2006
DoubleClick March 2001 - February 2005
Skills
Program Management, Conflict Management, Business Transformation, Scope Management, Requirements Analysis, Vendor Relations, Mentoring, HRIS, Technology Solution..., Large Scale..., Continuous Process..., BPMN, ITIL Service Strategy, Project Portfolio..., Software Development..., Project Management, Cross-functional Team..., Change Management, Strategy, Vendor Management, Business Process, PMP, PMO, CRM, MS Project, SharePoint, Management Consulting, ERP, Risk Management, Enterprise Software, Leadership, Management, Project Planning, Software Documentation, Performance Management, Solution Architecture, Consulting, Analysis, SDLC, Process Engineering, Requirements Gathering, Business Process..., Project Delivery, Resource Management, Business Development, Software Project..., Strategic Planning, Business Requirements, IT Strategy, Disaster Recovery
Education
Stanford University 2005 — 2010
SCPM, Progam Managment
St. Charles 2008 — 2008
Workshop, Change Enablement
Project Management Institute 2000 — 2003
Project Management Professional, Project Management
University of Western Ontario 1992 — 1996
BA, Economics
Newtonbrook Secondary School 1988 — 1992
OSSD, General
OPSEU Pension Trust May 2008 - Present
Skills
Management, Sustainability, Strategy, Research, Investments, Corporate Social..., Project Management, Business Strategy, Asset Management, Strategic Planning
Education
Schulich School of Business 2001 — 2002
MBA, Business and Sustainability
McGill University 1992 — 1997
B. Eng, Civil and Environmental Engineering
OPSEU Pension Trust 2014 - Present
Canada Deposit Insurance Corporation 2010 - 2013
First Solar 2009 - 2010
E*TRADE Financial 2006 - 2009
TD Waterhouse 2000 - 2006
TD Bank Financial Group 1999 - 2000
TD Canada Trust 1997 - 1999
Imperial Oil Limited 1980 - 1996
Skills
Enterprise Risk..., Risk Management, Risk, Operational Risk, Insurance, Credit Risk, Risk Mitigation, Financial Risk, Risk Assessment, Financial Modeling, Banking, Capital Markets, Financial Analysis, Finance, Management, Strategy, Operational Risk..., Leadership, Equities, Policy, Governance, Internal Controls, Credit
Education
University of Alberta 1982 — 1987
MBA
University of Waterloo 1975 — 1980
B Sc., Engineering
OPSEU Pension Trust September 2014 - Present
CPP Investment Board September 2013 - September 2014
County Cork March 2011 - November 2012
Bunge Global Agribusiness September 2007 - December 2010
Ontario Teachers' Pension Plan January 2007 - April 2007
TD Securities August 2004 - August 2006
Scotiabank 2003 - 2003
Skills
Derivatives, Quantitative Finance, Risk Management, Market Research, Trading Strategies, Technical Analysis, Structured Products, Commodity Markets, Financial Modeling, Critical Thinking, Fixed Income, Equity Derivatives, Portfolio Management, Commodity, Market Risk, Options, Hedging, Capital Markets, Trading, FX Options, Bloomberg, Financial Risk, Quantitative Analytics, Hedge Funds
Education
University of Toronto 2006 — 2007
Masters, Mathematical Finance
University of Toronto 2000 — 2004
Bachelor of Commerce, Economics and Finance Specialist, Economics and Mathematics Specialist
Sofia University St. Kliment Ohridski 1997 — 1998
Bachelor of Business Administration (not completed)
American College of Sofia 1992 — 1997
High School
OPSEU Pension Trust April 2014 - Present
GIC July 2012 - July 2013
GIC January 2006 - June 2012
GIC October 2005 - December 2005
GIC July 2005 - September 2005
MIT Public Service Center 2002 - 2005
Skills
Asset Allocation, Investments, Strategic Planning, Business Strategy, Policy, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Risk Management, Due Diligence, Portfolio Management, Economics, Commodity, Asset Management, Equities, Financial Modeling
Education
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science (B.Sc.), Electrical Engineering & Computer Science; Management Science (Finance)
Raffles Junior College 1997 — 1998
GCE Advanced Level
OPSEU Pension Trust 2007 - Present
Canada Post Corp. Pension Plan 2006 - 2007
Sun Life Financial 2003 - 2005
TD Asset Management 1992 - 2003
Toronto-Dominion Bank 1988 - 1992
Bank of Montreal 1987 - 1988
Shearson Lehman 1985 - 1986
Skills
Equities, Portfolio Management, Asset Managment, Investment Strategies, Investments, Capital Markets, Asset Allocation, Fixed Income, Bloomberg, Mutual Funds, Derivatives, Valuation, Alternative Investments, Hedge Funds, Wealth Management, ETFs, Asset Management
Education
Columbia University - Columbia Business School 1983 — 1984
MBA
Ateneo de Manila University 1978 — 1982
BSc
IFDS 2010 - Present
Mercer 2008 - 2010
Solutions CAN 1999 - 2009
OPSEU Pension Trust 1995 - 1999
OMERS 1990 - 1995
Hudson's Bay Company 1987 - 1989
Skills
Change Management, Succession Planning, Employee Engagement, Talent Management, Performance Management, Organizational Design, Recruiting, Employee Benefits, Customer Service, Leadership, Human Resources, Strategy, Talent Acquisition
Education
Western University 1982 — 1986
BA, Business, French, Geography
Western University 1982 — 1986
Diplome de Francais Pratique, French
Human Capital Institute
Humber College
CEB (PPAC), Pension & Benefits
Society for Human Resource Management Member
University of Toronto
Business Communications Certificate, Business Communications
Investor Advisory Panel, Ontario Securities Commission September 2014 - Present
OPSEU Pension Trust April 2014 - Present
Youth Services Bureau of Ottawa June 2013 - Present
University of Ottawa September 2010 - Present
National Bank Financial September 1986 - April 2008
National Bank Financial 1997 - 2008
Skills
Non-profits, Strategic Planning, Research, Public Speaking, Pension Funds, Investments, Nonprofits, Community Development, Analysis, Leadership, Social Media, Customer Service, Fundraising, Microsoft Office, Qualitative Research, Editing, Program Development, Community Outreach, Teaching, Policy Analysis, Grant Writing, Workshop Facilitation, Management, Public Policy
Education
University of Ottawa / Université d'Ottawa 1983 — 1986
Master of Arts (M.A.), Philosophy and Religious Studies
OPSEU Pension Trust January 2015 - Present
New Democratic Party 1984 - Present
OPSEU Pension Trust March 2010 - January 2015
United Nations Principles for Responsible Investment 2010 - 2012
Mercer February 2008 - March 2010
Social Investment Organization 2008 - 2010
OPSEU April 1997 - December 2007
Government of Ontario 1993 - 1995
Education
York University 1990 — 1994
MA, Political Science
Carleton University 1986 — 1990
BA, Political Science
OPSEU Pension Trust August 2014 - Present
Dream Unlimited (formerly Dundee Real Estate Asset Management) April 2013 - August 2014
BMO Harris Private Banking August 2010 - July 2012
BMO Harris Private Banking May 2009 - August 2009
BMO Harris Private Banking May 2008 - August 2008
Skills
Wealth Management, Equities, Financial Analysis, Financial Modeling, Financial Planning
Education
Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Finance, General
Ivey Business School at Western University 2008 — 2010
Honors Business Administration, Finance
Western University 2006 — 2008
Management and Organizational Studies, Finance
Ontario Public Service December 2012 - Present
Ontario Public Service June 2012 - December 2012
Ontario Public Service June 2011 - June 2012
Ontario Public Service September 2010 - June 2011
Ontario Public Service May 2010 - April 2011
Richemont April 2006 - March 2009
Richemont July 2003 - April 2006
OPSEU Pension Trust May 2002 - September 2002
OPSEU Pension Trust January 2002 - April 2002
Canada 3000 Airlines Ltd. April 2000 - November 2001
Education
Sheridan College 2009 — 2010
Human Resources Management Post Graduate Program
University of Waterloo - St. Jerome's University 2001 — 2005
Honours Bachelors, International Trade Specialization
University of Amsterdam 2001 — 2002
Economics & Econometrics
OPSEU Pension Trust December 1999 - Present
OPTrust December 1999 - Present
Buck Consultants December 2008 - May 2009
Towers Watson February 1999 - December 1999
OMERS September 1995 - February 1999
Skills
Pension Administration, Pensions, Defined Benefit, Employee Benefits, Benefits Administration, Retirement, Strategic Financial..., Mutual Funds, Investments, Risk Management, Defined Contribution, Portfolio Management, ERISA, Leadership, Change Management, Financial Services
Education
York University 1992 — 1995
BA, Psychology
Daemen College 2003 — 2003
Teacher's Certification, Teacher's College
Humber College 1998 — 1999
PPAC, CEB, Employee Benefits and Pension Administration
Newtonbrook Secondary School 1989 — 1992
OPSEU Pension Trust April 2014 - Present
Ontario Public Service 2009 - April 2014
OSFI 2003 - 2009
Canada Life Assurance Company January 2000 - 2003
TTC 1998 - 2000
Mackenzie Financial Corporation 1996 - 1998
Prudential Insurance 1994 - 1996
Aetna Canada, Prudential Insurance 1988 - 1994
Skills
Leadership, Employee Engagement, Training, Instructional Design, Instructor-led Training, Training Facilitation, E-Learning, Talent Management, Competency Development, Developing Trainers, Performance Management, Project Management, Program Management, Succession Planning, Coaching
Education
Yorkville University 2012 — 2015
Master's degree, Adult Education
Brock 1999 — 2003
Bachelor, Adult Education
Ryerson University
Bachelor's degree, Business Administration and Management, General
Millpond Records & Books June 2010 - Present
Renison College July 2012 - Present
Upper Grand District School Board September 2011 - June 2012
OPSEU Pension Trust March 2000 - November 2005
Skills
Public Speaking, Teaching Adults, Marketing Communications, Teaching English as a..., Social Media, Public Relations, ESL, Editing, Newsletters, Microsoft Office, Language Teaching, Corporate Communications, Small Business, Marketing, Product Management, Retail Marketing, Retail Category..., Teaching Writing, Intercultural...
Education
Conestoga College 2010 — 2011
TESL Certificate, Teaching English as a Second Language
George Brown College 2002 — 2003
Certificate in Corporate Communications, Business Writing
Humber College 1997 — 1998
Certificate in Media Copywriting, Advertising and Marketing
University of Waterloo 1992 — 1996
Bachelor of Arts, English Literature
Titan Advisors June 2015 - Present
Saguenay Strathmore Capital May 2011 - Present
OPSEU Pension Trust August 2010 - May 2011
IA Clarington March 2010 - August 2010
IA Clarington October 2007 - March 2010
Abria Alternative Investments Inc. September 2006 - October 2007
Barrick Gold Corporation August 2005 - December 2005
RBC 2004 - 2005
Education
Queen's University 2011 — 2012
MFIN
University of Waterloo 2001 — 2006
Honours BMath
Wilfrid Laurier University 2001 — 2006
Honours BBA
OPSEU Pension Trust November 2002 - Present
OPSEU Pension Trust September 2001 - November 2002
OPSEU Pension Trust January 2001 - August 2001
OPSEU Pension Trust September 1999 - December 2000
OPSEU Pension Trust June 1998 - August 1999
AccuracyPlus Accounting 1994 - 1998
Scotiabank 1989 - 1997
Game Trek 1990 - 1993
Skills
Investments, Finance, Accounting, Financial Analysis, Corporate Finance, Financial Reporting, Financial Modeling, Interest Rate..., Oracle, Hedge Accounting, Strategic Financial..., Due Diligence, Equities, Risk Management, Bloomberg, Financial Statements, Banking
Education
The University of Western Ontario 1984 — 1988
BA, Economics
Seneca College of Applied Arts and Technology 1993 — 1996
Diploma, Accounting & Finance Honors (Co-Op) - 3rd level CGA
Canadian Securities Institute
Certificate, Canadian Securities Course
New York Institute of Finance
Derivative Products I & II
Manulife April 2015 - Present
Manulife Financial July 2013 - March 2015
OPSEU Pension Trust November 2012 - June 2013
Bank of Montreal June 2011 - November 2012
Bank of Montreal September 2010 - September 2011
University of Toronto September 2008 - August 2010
IBM Global Business Services (China) July 2007 - August 2007
Skills
Market Risk, Monte Carlo Simulation, Derivatives, Statistics, Capital Markets, Fixed Income, Risk Management, Data Analysis, Matlab, Data Modeling, Process Modeling, Requirements Management, Risk Analytics, Data Warehousing, Bloomberg, SDLC, Quantitative Analytics, Financial Risk, MATLAB
Education
University of Toronto 2008 — 2010
MASc, Electrical and Computer Engineering
Tsinghua University 2004 — 2008
B.S, Automation
Bell April 2010 - Present
Bell March 2009 - April 2010
Bell November 2006 - March 2009
UPS Supply Chain Solutions July 2006 - November 2006
OPSEU Pension Trust July 2005 - November 2006
Maple Leaf Foods Inc May 2004 - August 2004
PRGX April 2003 - August 2003
PRGX April 2002 - August 2002
CSI Consulting April 2001 - August 2001
Skills
Reporting & Analysis, Business Intelligence, People Management, Project Management, Strategic Planning, Problem Solving, Forecasting, Telecommunications, SAS, Essbase, Microsoft Office, Management, Sales, Business Analysis, Project Planning, Analytics, Access, Analysis, Business Process..., CRM, Cross-functional Team..., Data Analysis, Data Modeling, Process Improvement, Product Management, Strategy, Team Leadership, Product Marketing, Vendor Management, Competitive Analysis, Customer Experience, Mobile Devices, Salesforce.com
Education
Ryerson University 2001 — 2005
Accounting and Business/Management
CIBC Mellon September 2012 - October 2014
CIBC Mellon April 2011 - October 2012
Rotman School of Management, University of Toronto September 2009 - October 2010
AIC Investments (a Portland Holdings company sold to Manulife in 2009) June 2006 - November 2009
Portland Holdings Group of Companies (including AIC) March 2001 - May 2006
AIC Investments (a Portland Holdings company) October 1998 - February 2001
Manulife Financial March 1997 - August 1998
OPSEU Pension Trust August 1995 - March 1997
Sun Life Financial January 1990 - August 1995
Skills
Marketing Strategy, Marketing Communications, Product Marketing, Website Management, Event Marketing, Media Relations, Advertising, Financial Sector, Staff Management, Strategic Planning, Investment Products, Financial Services, Corporate Communications, Email Marketing, Investments, Event Planning, Digital Marketing, Business Development, Strategy, Project Management, Integrated Marketing, Webmaster Services, Management, Web Services
Education
University of Toronto - Rotman School of Management 2009 — 2010
MBA
Ryerson University 1981 — 1984
Bachelor’s Degree, Journalism
PwC Consulting January 2013 - Present
Citi June 2012 - December 2012
Scotiabank January 2011 - April 2011
University of Toronto September 2009 - April 2011
OPSEU Pension Trust January 2010 - April 2010
China Minsheng Banking Corp.ltd May 2009 - August 2009
Skills
Bloomberg, Derivatives, Microsoft Office, Statistical Modeling, Fixed Income, Portfolio Management, Risk Management, R, SAS, C++, Python, Monte Carlo Simulation, Financial Modeling, Valuation, Economics, Statistics, Matlab
Education
Cornell University 2011 — 2012
MEng, Financial Engineering
University of Toronto 2007 — 2011
BBA, Finance and Statistics
NFLS
International Financial Data Services August 2014 - Present
Mackenzie Investments October 2007 - April 2014
Mackenzie Investments July 2004 - October 2007
Mackenzie Investments November 2002 - July 2004
Mackenzie Investments October 1997 - November 2002
OPSEU Pension Trust March 1996 - September 1997
Canada Revenue Agency September 1991 - April 1995
Skills
Requirements Gathering, SDLC, Requirements Analysis, Systems Analysis, Business Requirements, Software Documentation, Vendor Management, User Acceptance Testing, Leadership, Software Project..., PMP, DB2, Business Process, Business Intelligence, Functional Requirements, Analysis
Education
Seneca College of Applied Arts and Technology 1989 — 1990
Certificate, Human Resources Management
Trent University 1986 — 1989
Bachelor of Arts (BA), Psychology and Sociology
Scotiabank 2014 - Present
OPSEU Pension Trust 2011 - 2013
HOOPP (Healthcare of Ontario Pension Plan) 2009 - 2011
BMO Financial Group 2006 - 2009
BMO Financial Group 2003 - 2006
BMO Nesbitt Burns 1997 - 2003
Ontario Teachers' Pension Plan 1993 - 1997
Skills
Investments, Banking, Capital Markets, Derivatives, Auditing, Process Improvement, Leadership, Financial Services, Internal Controls, Project Management, Pensions, Accounting, Operations Management, Business Strategy, Business Analysis, Managerial Finance, Data Management, Data Analysis, Regulatory Requirements
Education
University of Arizona
BS, Business and Public Administration, Double majoring in Accounting and Finance; minor in Economics