Scotia McLeod
Industry: Company
DescriptionParent organization: Scotia Capital Inc. Subsidiary: ScotiaMcLeod Inc., Research Division
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Scotia McLeod Employees
Employee
Years
Job
Industry
Joyce Furlane Joyce Furlane's Scotia McLeod Experience October 1982 - July 1984
Job Administrator at LOCOMOBI 2014 Tie 50 Silicone valley 1st place winner AND ANAI GLOBAL TECHNOLOGIES
Industry Information Technology and Services
Experience
LOCOMOBI AND ANAI GLOBAL TECHNOLOGIES January 2011 - Present
Lightning sports Inc January 2005 - January 2011
Nautical Technologies January 2002 - January 2011
B.C. Centre for Ability Foundation August 1997 - March 1999
ADP December 1985 - July 1990
Scotia McLeod October 1982 - July 1984
Skills
Word, Microsoft Office, Customer Service, Administration, Excel, Fundraising, Product Marketing, Microsoft Word, Microsoft Excel, System Administration, Time Management, Sales Management, Project Management, Marketing, Outlook, Teamwork, Event Management, Team Building, Social Networking, Security, Editing, Coaching, Team Leadership, Project Planning, Training, Strategic Planning, Operations Management, Leadership, Policy, Event Planning, Management, Customer Satisfaction, Human Resources, Marketing Strategy, Employee Relations, QuickBooks
Education
Capilano University 1997 — 1998
Diploma, computer studies
The Royal Conservatory of Music 1976 — 1993
music, piano performance
Capilano University 1985 — 1987
general, English Language and Literature, General
Argyle Secondary School 1977 — 1982
High School Diploma; B.C, Piano royal conservatory of music
LOCOMOBI AND ANAI GLOBAL TECHNOLOGIES January 2011 - Present
Lightning sports Inc January 2005 - January 2011
Nautical Technologies January 2002 - January 2011
B.C. Centre for Ability Foundation August 1997 - March 1999
ADP December 1985 - July 1990
Scotia McLeod October 1982 - July 1984
Skills
Word, Microsoft Office, Customer Service, Administration, Excel, Fundraising, Product Marketing, Microsoft Word, Microsoft Excel, System Administration, Time Management, Sales Management, Project Management, Marketing, Outlook, Teamwork, Event Management, Team Building, Social Networking, Security, Editing, Coaching, Team Leadership, Project Planning, Training, Strategic Planning, Operations Management, Leadership, Policy, Event Planning, Management, Customer Satisfaction, Human Resources, Marketing Strategy, Employee Relations, QuickBooks
Education
Capilano University 1997 — 1998
Diploma, computer studies
The Royal Conservatory of Music 1976 — 1993
music, piano performance
Capilano University 1985 — 1987
general, English Language and Literature, General
Argyle Secondary School 1977 — 1982
High School Diploma; B.C, Piano royal conservatory of music
Corey Chan Corey Chan's Scotia McLeod Experience May 2014 - March 2015
Job BBA student with Financial Planning Diploma seeking work in the financial services industry
Industry Financial Services
Experience
Edgewater Casino February 2005 - Present
Scotia McLeod May 2014 - March 2015
UNIFOR Local 3000 October 2008 - February 2015
Skills
Personal Financial..., Business Writing, Microsoft Excel, Microsoft Word, Shotokan Karate, Strategic Financial..., Team Leadership, PowerPoint, Microsoft Office, Business Planning, Financial Modeling, Income Tax, Teamwork, Customer Service, Time Management, Accounting, Research, Investments, Negotiation, Public Speaking, Team Building
Education
BCIT School of Business 2014 — 2015
Bachelor's Degree, Business Administration
BCIT School of Business 2012 — 2014
Diploma, Financial Planning
Edgewater Casino February 2005 - Present
Scotia McLeod May 2014 - March 2015
UNIFOR Local 3000 October 2008 - February 2015
Skills
Personal Financial..., Business Writing, Microsoft Excel, Microsoft Word, Shotokan Karate, Strategic Financial..., Team Leadership, PowerPoint, Microsoft Office, Business Planning, Financial Modeling, Income Tax, Teamwork, Customer Service, Time Management, Accounting, Research, Investments, Negotiation, Public Speaking, Team Building
Education
BCIT School of Business 2014 — 2015
Bachelor's Degree, Business Administration
BCIT School of Business 2012 — 2014
Diploma, Financial Planning
Alan Wu Alan Wu's Scotia McLeod Experience November 1999 - May 2003
Job Broker/Manager, North York Branch at Living Realty Inc.
Industry Real Estate
Experience
Living Group of Companies October 2010 - Present
Kloanz Inc. November 2007 - Present
Living Realty Inc., Brokerage June 2003 - October 2009
Scotia McLeod November 1999 - May 2003
Concept 100 Transcanada Realty Inc., Brokerage July 1998 - May 2003
Skills
Condos, Investment Properties, Real Estate, First Time Home Buyers, Relocation, Investors, Listings, Single Family Homes, Residential Homes, Real Estate Development, Buyer Representation, Investments, Selling, New Home Sales, Referrals, Brokerage, Negotiation, Sellers, Townhomes, Leases, Property, Real Estate Transactions, Real Property, Rentals
Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1996 — 2001
Laurentian University/Université Laurentienne 1995 — 1996
Forest Hill Collegiate Institute 1991 — 1995
Living Group of Companies October 2010 - Present
Kloanz Inc. November 2007 - Present
Living Realty Inc., Brokerage June 2003 - October 2009
Scotia McLeod November 1999 - May 2003
Concept 100 Transcanada Realty Inc., Brokerage July 1998 - May 2003
Skills
Condos, Investment Properties, Real Estate, First Time Home Buyers, Relocation, Investors, Listings, Single Family Homes, Residential Homes, Real Estate Development, Buyer Representation, Investments, Selling, New Home Sales, Referrals, Brokerage, Negotiation, Sellers, Townhomes, Leases, Property, Real Estate Transactions, Real Property, Rentals
Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1996 — 2001
Laurentian University/Université Laurentienne 1995 — 1996
Forest Hill Collegiate Institute 1991 — 1995
Tetyana Yamshchikova, BBA, MPAcc's Scotia McLeod Experience 2010 - 2010
Job Senior Associate at PwC
Industry Accounting
Experience
PwC September 2012 - Present
Stikeman Elliott LLP March 2010 - December 2011
PricewaterhouseCoopers May 2011 - August 2011
DecorPlastics.com November 2010 - August 2011
Canadian Cancer Society May 2010 - January 2011
International Olympic Committee February 2010 - February 2010
Scotia McLeod 2010 - 2010
Evergreen Power Corp. June 2009 - November 2009
Skills
Social Media, Mobile Marketing, Search Advertising, SEO, Marketing, Email Marketing, Online Social Networking, Online Research, Marketing Strategy, Web Marketing, Mobile Applications, Technology, Social Media Consulting, Accounting, Finance, Auditing
Education
University of Saskatchewan 2013 — 2014
Masters of Professional Accounting, Accounting
ESC Toulouse 2011 — 2012
British Columbia Institute of Technology 2008 — 2012
Bachelor of Business Administration (BBA), Marketing, Finance
PwC September 2012 - Present
Stikeman Elliott LLP March 2010 - December 2011
PricewaterhouseCoopers May 2011 - August 2011
DecorPlastics.com November 2010 - August 2011
Canadian Cancer Society May 2010 - January 2011
International Olympic Committee February 2010 - February 2010
Scotia McLeod 2010 - 2010
Evergreen Power Corp. June 2009 - November 2009
Skills
Social Media, Mobile Marketing, Search Advertising, SEO, Marketing, Email Marketing, Online Social Networking, Online Research, Marketing Strategy, Web Marketing, Mobile Applications, Technology, Social Media Consulting, Accounting, Finance, Auditing
Education
University of Saskatchewan 2013 — 2014
Masters of Professional Accounting, Accounting
ESC Toulouse 2011 — 2012
British Columbia Institute of Technology 2008 — 2012
Bachelor of Business Administration (BBA), Marketing, Finance
Chantal L'Espérance's Scotia McLeod Experience May 2000 - November 2002
Job Regional Marketing Consultant (wholesaler), Assurances de personne
Industry Insurance
Experience
Canada Life April 2011 - Present
Desjardins April 2007 - January 2011
Desjardins November 2002 - April 2007
Scotia McLeod May 2000 - November 2002
BLCValeur Mobilière 1998 - 2000
RBC May 1998 - September 1998
Banque Scotia January 1991 - May 1998
Skills
Mutual Funds, Wealth Management, Financial Planning, Portfolio Management, Financial Analysis, Risk Management, Retirement Planning, Strategic Planning, Finance, Investments, Banking, Life Insurance, Disability Insurance, Critical Illness, Investissements
Education
baa, administration
Chambre de sécutié financière
Assurance de personne
ICVM
Conseiller en placement
IQPF
planification financière
cegep de maisonneuve
DEC, Sciences Pures et appliquées
Canada Life April 2011 - Present
Desjardins April 2007 - January 2011
Desjardins November 2002 - April 2007
Scotia McLeod May 2000 - November 2002
BLCValeur Mobilière 1998 - 2000
RBC May 1998 - September 1998
Banque Scotia January 1991 - May 1998
Skills
Mutual Funds, Wealth Management, Financial Planning, Portfolio Management, Financial Analysis, Risk Management, Retirement Planning, Strategic Planning, Finance, Investments, Banking, Life Insurance, Disability Insurance, Critical Illness, Investissements
Education
baa, administration
Chambre de sécutié financière
Assurance de personne
ICVM
Conseiller en placement
IQPF
planification financière
cegep de maisonneuve
DEC, Sciences Pures et appliquées
Mindy S Mindy S's Scotia McLeod Experience 1998 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Ari Financial Group Inc March 2013 - Present
BMO Nesbitt Burns 2000 - 2010
Scotia McLeod 1998 - 2000
Merit Investment Corp. / Cannacord Capital Corp. 1996 - 1998
Skills
Strategic Financial..., Financial Services, Portfolio Management, Insurance, Equities, Fixed Income, Investment Advisory, Asset Allocation, Relationship Management, Investment Strategies, Estate Planning, Bloomberg, Financial Advisory, Bonds, Mutual Funds, Wealth Management, Investments, Finance, Financial Analysis, Trading, Banking, Life Insurance, Marketing, Capital Markets
Education
McGill University 1988 — 1991
Bachelor of Commerce (B.Com.), International Business
Marianopolis College 1986 — 1988
Wagar High School 1981 — 1986
Ari Financial Group Inc March 2013 - Present
BMO Nesbitt Burns 2000 - 2010
Scotia McLeod 1998 - 2000
Merit Investment Corp. / Cannacord Capital Corp. 1996 - 1998
Skills
Strategic Financial..., Financial Services, Portfolio Management, Insurance, Equities, Fixed Income, Investment Advisory, Asset Allocation, Relationship Management, Investment Strategies, Estate Planning, Bloomberg, Financial Advisory, Bonds, Mutual Funds, Wealth Management, Investments, Finance, Financial Analysis, Trading, Banking, Life Insurance, Marketing, Capital Markets
Education
McGill University 1988 — 1991
Bachelor of Commerce (B.Com.), International Business
Marianopolis College 1986 — 1988
Wagar High School 1981 — 1986
Joshua Starr's Scotia McLeod Experience April 2011 - June 2011
Job Account Coordinator at Diamond Integrated Marketing
Industry Marketing and Advertising
Experience
Diamond Integrated Marketing May 2015 - Present
Kognitive Marketing November 2014 - May 2015
TrojanOne April 2014 - October 2014
TrojanOne January 2014 - April 2014
RioCan Property Services May 2012 - August 2013
Richard Ivey School of Business 2011 - April 2012
Camp Tamarack July 2010 - August 2011
Scotia McLeod April 2011 - June 2011
Skills
Leadership, Competitive Analysis, Analysis, Equities, Microsoft Office, Situational Leadership, Economics, Conflict Resolution, Finance, Sponsorship, Marketing, Fundraising, Time Management
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honours in Business Administration
Diamond Integrated Marketing May 2015 - Present
Kognitive Marketing November 2014 - May 2015
TrojanOne April 2014 - October 2014
TrojanOne January 2014 - April 2014
RioCan Property Services May 2012 - August 2013
Richard Ivey School of Business 2011 - April 2012
Camp Tamarack July 2010 - August 2011
Scotia McLeod April 2011 - June 2011
Skills
Leadership, Competitive Analysis, Analysis, Equities, Microsoft Office, Situational Leadership, Economics, Conflict Resolution, Finance, Sponsorship, Marketing, Fundraising, Time Management
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honours in Business Administration
Marian Zbyradowski Marian Zbyradowski's Scotia McLeod Experience 1986 - 1990
Job Retired
Industry Financial Services
Experience
Retired June 2013 - Present
Mapleridge Capital Corporation 2003 - 2012
PRIMERICA FINANCIAL SERVICES 2000 - 2002
ANCHORAGE INVESTMENT MANAGEMENT 1998 - 2000
LAURENTIAN BANK OF CANADA 1992 - 1998
Self-Employed Day Trader 1990 - 1991
SCOTIA MCLEOD 1986 - 1990
MERCANTILE BANK OF CANADA 1972 - 1985
Skills
Futures Trading, Proprietary Trading, Trading Strategies, Fundamental Analysis, Trading
Education
University of Manitoba 1964 — 1967
Bachelor of Commerce (BCom), Accounting and Finance, Honours
Retired June 2013 - Present
Mapleridge Capital Corporation 2003 - 2012
PRIMERICA FINANCIAL SERVICES 2000 - 2002
ANCHORAGE INVESTMENT MANAGEMENT 1998 - 2000
LAURENTIAN BANK OF CANADA 1992 - 1998
Self-Employed Day Trader 1990 - 1991
SCOTIA MCLEOD 1986 - 1990
MERCANTILE BANK OF CANADA 1972 - 1985
Skills
Futures Trading, Proprietary Trading, Trading Strategies, Fundamental Analysis, Trading
Education
University of Manitoba 1964 — 1967
Bachelor of Commerce (BCom), Accounting and Finance, Honours
Manuel Duarte MBA, PMP's Scotia McLeod Experience January 1992 - March 1996
Job Senior Manager, Vendor Applications Management at TD
Industry Banking
Experience
Symcor April 2013 - May 2014
Royal Bank of Canada July 2007 - June 2012
Royal Bank of Canada March 2005 - July 2007
Royal Bank of Canada November 2003 - February 2005
Royal Bank of Canada September 2001 - October 2003
General Electric Information Services May 1998 - August 2001
Bank of Nova Scotia April 1996 - May 1998
Scotia McLeod January 1992 - March 1996
CAE May 1985 - January 1992
Concordia University September 1980 - April 1985
Education
Heriot-Watt University 2011 — 2017
Doctor of Business Administration, Project Management Methodologies
Heriot-Watt University 2011 — 2013
Postgraduate Certificate in Business Research Methods
University of Warwick - Warwick Business School 2008 — 2011
MBA, Strategy
Symcor April 2013 - May 2014
Royal Bank of Canada July 2007 - June 2012
Royal Bank of Canada March 2005 - July 2007
Royal Bank of Canada November 2003 - February 2005
Royal Bank of Canada September 2001 - October 2003
General Electric Information Services May 1998 - August 2001
Bank of Nova Scotia April 1996 - May 1998
Scotia McLeod January 1992 - March 1996
CAE May 1985 - January 1992
Concordia University September 1980 - April 1985
Education
Heriot-Watt University 2011 — 2017
Doctor of Business Administration, Project Management Methodologies
Heriot-Watt University 2011 — 2013
Postgraduate Certificate in Business Research Methods
University of Warwick - Warwick Business School 2008 — 2011
MBA, Strategy
Christina Karapostolakis Christina Karapostolakis's Scotia McLeod Experience September 2009 - December 2009
Job Extended Health Associate at The Edge Benefits
Industry Insurance
Experience
The Edge Benefits January 2012 - Present
The Edge Benefits January 2010 - Present
Scotia McLeod September 2009 - December 2009
CIBC March 2005 - August 2009
Skills
Customer Service, Customer Relations, Microsoft Office, Excel, Insurance, Makeup Artistry, Makeup Application
Education
George Brown College 2002 — 2004
Dental Hygiene/Hygienist
Dr. G.W.Williams 1999 — 2004
The Edge Benefits January 2012 - Present
The Edge Benefits January 2010 - Present
Scotia McLeod September 2009 - December 2009
CIBC March 2005 - August 2009
Skills
Customer Service, Customer Relations, Microsoft Office, Excel, Insurance, Makeup Artistry, Makeup Application
Education
George Brown College 2002 — 2004
Dental Hygiene/Hygienist
Dr. G.W.Williams 1999 — 2004
Ken Broaderip Ken Broaderip's Scotia McLeod Experience 2009 - 2012
Job Performance Coach & Canadian Representative at The Oechsli Institute. Founder Mastery Consulting
Industry Professional Training & Coaching
Experience
The Oechsli Institute January 2012 - Present
Mastery Consulting 2009 - Present
Scotia McLeod 2009 - 2012
CIBC Wood Gundy 2004 - 2008
BMO Nesbitt Burns 1986 - 2004
Skills
Team Building, Strategic Planning, Business Strategy, Team Leadership, Coaching, Training Delivery, Developing Training..., Financial Advisory, Entrepreneurship, Wealth Management, Performance Management, Management, Public Speaking, Training, Marketing, CRM, Leadership, Project Management, Business Development, Consulting, Management Consulting, Investments, Program Management, Risk Management, Financial Services, Retirement, Strategy, Business Planning, Executive Coaching, Securities
Education
McGill University
B. A., Economics
Queen's University
B, Ed., Secondary School Certificate, Economics & Geography
St. Francis Xavier University
Adult Educaton Certificate, Adult and Continuing Education and Teaching
The Oechsli Institute January 2012 - Present
Mastery Consulting 2009 - Present
Scotia McLeod 2009 - 2012
CIBC Wood Gundy 2004 - 2008
BMO Nesbitt Burns 1986 - 2004
Skills
Team Building, Strategic Planning, Business Strategy, Team Leadership, Coaching, Training Delivery, Developing Training..., Financial Advisory, Entrepreneurship, Wealth Management, Performance Management, Management, Public Speaking, Training, Marketing, CRM, Leadership, Project Management, Business Development, Consulting, Management Consulting, Investments, Program Management, Risk Management, Financial Services, Retirement, Strategy, Business Planning, Executive Coaching, Securities
Education
McGill University
B. A., Economics
Queen's University
B, Ed., Secondary School Certificate, Economics & Geography
St. Francis Xavier University
Adult Educaton Certificate, Adult and Continuing Education and Teaching
Dana Di Rocco BA,CIM, PFP®, Dana Di Rocco BA,CIM, PFP®,'s Scotia McLeod Experience September 2006 - March 2008
Job Senior Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod March 2008 - Present
Scotia McLeod September 2006 - March 2008
Scotiabank January 2003 - September 2006
Earls Restaurants 2002 - 2003
Skills
Portfolio Management, Investment Strategies, Mutual Funds, Wealth Management, Investments, Trading, Equities, Management, Asset Managment, Investment Advisory, Financial Risk, Securities, Strategic Financial..., Retirement Planning, Fixed Income, Estate Planning, Financial Planning
Education
Canadian Securities Institute 2015 — 2015
Financial Planning II, Financial Planning and Services, 80%
Canadian Securities Institute (CSI) 2015 — 2015
Applied Financial Planning Certification Examination, Financial Planning and Services
Canadian Securities Institute 2014 — 2015
Financial Planning I, Financial Planning and Services, 86%
Canadian Securities Institute 2014 — 2014
CERTIFICATE IN FINANCIAL SERVICES ADVICE, Financial Planning and Services
Canadian Securities Institute 2013 — 2014
Personal Financial Service Advice, Portfolio Management
Canadian Securities Institute 2007 — 2009
Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials, Finance
Simon Fraser University 2004 — 2006
Bachelors Degree, Arts, Psychology
Kwantlen University College 2001 — 2003
Associate of Arts Degree, Psychology
NDSS 1999 — 2001
ScotiaMcLeod March 2008 - Present
Scotia McLeod September 2006 - March 2008
Scotiabank January 2003 - September 2006
Earls Restaurants 2002 - 2003
Skills
Portfolio Management, Investment Strategies, Mutual Funds, Wealth Management, Investments, Trading, Equities, Management, Asset Managment, Investment Advisory, Financial Risk, Securities, Strategic Financial..., Retirement Planning, Fixed Income, Estate Planning, Financial Planning
Education
Canadian Securities Institute 2015 — 2015
Financial Planning II, Financial Planning and Services, 80%
Canadian Securities Institute (CSI) 2015 — 2015
Applied Financial Planning Certification Examination, Financial Planning and Services
Canadian Securities Institute 2014 — 2015
Financial Planning I, Financial Planning and Services, 86%
Canadian Securities Institute 2014 — 2014
CERTIFICATE IN FINANCIAL SERVICES ADVICE, Financial Planning and Services
Canadian Securities Institute 2013 — 2014
Personal Financial Service Advice, Portfolio Management
Canadian Securities Institute 2007 — 2009
Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials, Finance
Simon Fraser University 2004 — 2006
Bachelors Degree, Arts, Psychology
Kwantlen University College 2001 — 2003
Associate of Arts Degree, Psychology
NDSS 1999 — 2001
Corinne Fay Corinne Fay's Scotia McLeod Experience May 2004 - May 2006
Job Key Marketing Consultant Telus Communications at The Acquisition Group Enterprises
Industry Market Research
Experience
The Acquisition Group Enterprises 2013 - Present
Safeway Canada April 2013 - September 2013
United Farmers of Alberta Cooperative Ltd. February 2010 - September 2011
United Farmers of Alberta Cooperative Ltd. October 2009 - January 2010
United Farmers of Alberta Cooperative Ltd. October 2007 - September 2009
United Farmers of Alberta Cooperative Ltd. May 2007 - November 2007
United Farmers of Alberta Cooperative Ltd. October 2006 - April 2007
United Farmers of Alberta Cooperative Ltd. May 2006 - October 2006
Scotia McLeod May 2004 - May 2006
sportchek 1999 - 2003
Skills
Market Research, Analytics, Customer Service, Business Process..., Merchandise Planning, Product Marketing, Pricing, Marketing, Product Development, Merchandising, Management, Strategy, Sales
Education
The University of Calgary 2001 — 2006
Bachelor of Arts (B.A.), Economics, A -
The Acquisition Group Enterprises 2013 - Present
Safeway Canada April 2013 - September 2013
United Farmers of Alberta Cooperative Ltd. February 2010 - September 2011
United Farmers of Alberta Cooperative Ltd. October 2009 - January 2010
United Farmers of Alberta Cooperative Ltd. October 2007 - September 2009
United Farmers of Alberta Cooperative Ltd. May 2007 - November 2007
United Farmers of Alberta Cooperative Ltd. October 2006 - April 2007
United Farmers of Alberta Cooperative Ltd. May 2006 - October 2006
Scotia McLeod May 2004 - May 2006
sportchek 1999 - 2003
Skills
Market Research, Analytics, Customer Service, Business Process..., Merchandise Planning, Product Marketing, Pricing, Marketing, Product Development, Merchandising, Management, Strategy, Sales
Education
The University of Calgary 2001 — 2006
Bachelor of Arts (B.A.), Economics, A -
Jason Macartney Jason Macartney's Scotia McLeod Experience January 1989 - January 1994
Job Owner: Macartney Farms Food Wholesale
Industry Food & Beverages
Experience
Macartney Farms 1994 - Present
Scotia McLeod January 1989 - January 1994
Skills
Food, Sales, Meat, Fruit, Frozen Food, Strategic Planning, Wine, Vegetables, Restaurants, Retail, Warehousing, Customer Service, Team Building, Sales Management, Food & Beverage
Education
Carleton University 1989 — 1994
Bachelor of Commerce Honours
Macartney Farms 1994 - Present
Scotia McLeod January 1989 - January 1994
Skills
Food, Sales, Meat, Fruit, Frozen Food, Strategic Planning, Wine, Vegetables, Restaurants, Retail, Warehousing, Customer Service, Team Building, Sales Management, Food & Beverage
Education
Carleton University 1989 — 1994
Bachelor of Commerce Honours
Dominique Vincent, MBA, CIM's Scotia McLeod Experience 1996 - 2001
Job Vice President, Portfolio Manager at MacDougall, MacDougall & MacTier Inc.
Industry Investment Management
Experience
MacDougall, MacDougall & MacTier Inc. 2001 - Present
Concordia International Case Competition 2015 - 2015
Scotia McLeod 1996 - 2001
Quebecor Printing 1994 - 1995
Quebecor inc 1988 - 1993
Chambre des Notaires du Québec 1987 - 1988
Skills
Fundraising, Portfolio Management, Marketing, Securities, ETFs, Equities, Management, Investment Strategies, Investments, Asset Management, Wealth Management
Education
Canadian Securities Institute 1992 — 2013
Portfolio Manager (2006), Continuous Studies in Investments and Securities
Canadian Securities Institute 1998 — 1999
CIM I & CIM II, Investment Management
Concordia University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
McGill University 1981 — 1984
Bachelor of Arts (BA), languages & Political Sciences
College Jean de Brébeuf 1978 — 1980
DEC
Couvent de Saint-Lambert
MacDougall, MacDougall & MacTier Inc. 2001 - Present
Concordia International Case Competition 2015 - 2015
Scotia McLeod 1996 - 2001
Quebecor Printing 1994 - 1995
Quebecor inc 1988 - 1993
Chambre des Notaires du Québec 1987 - 1988
Skills
Fundraising, Portfolio Management, Marketing, Securities, ETFs, Equities, Management, Investment Strategies, Investments, Asset Management, Wealth Management
Education
Canadian Securities Institute 1992 — 2013
Portfolio Manager (2006), Continuous Studies in Investments and Securities
Canadian Securities Institute 1998 — 1999
CIM I & CIM II, Investment Management
Concordia University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
McGill University 1981 — 1984
Bachelor of Arts (BA), languages & Political Sciences
College Jean de Brébeuf 1978 — 1980
DEC
Couvent de Saint-Lambert
Lynn Lewis, CMA,CIMA,CIM,FCSI Lynn Lewis, CMA,CIMA,CIM,FCSI's Scotia McLeod Experience 1986 - 2010
Job Investment Advisor, Private Client Services at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse 2010 - Present
Scotia McLeod 1986 - 2010
Skills
CIMA, CMA, CIM, FCSI, ..., TD Waterhouse
Education
Society of Management Accountants
CMA
University of Regina
Bachelor of Business Administration (B.B.A.), Accounting and Finance
TD Waterhouse 2010 - Present
Scotia McLeod 1986 - 2010
Skills
CIMA, CMA, CIM, FCSI, ..., TD Waterhouse
Education
Society of Management Accountants
CMA
University of Regina
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Derek Tilley Derek Tilley's Scotia McLeod Experience 1992 - 1997
Job at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group 2008 - Present
BMO Financial Group 2008 - Present
BMO Financial Group 2004 - 2008
BMO Nesbittburns 1998 - 2004
Bank of Nova Scotia 1997 - 1998
Scotia McLeod 1992 - 1997
Scotia McLeod 1988 - 1992
Skills
Business Analysis, Leadership, SDLC, IT Strategy, Derivatives, Management, CRM, Vendor Management, Requirements Gathering, Strategy, Equities, Project Management, Portfolio Management, Project Delivery, Business Requirements
Education
Seneca College of Applied Arts and Technology 1972 — 1973
BMO Financial Group 2008 - Present
BMO Financial Group 2008 - Present
BMO Financial Group 2004 - 2008
BMO Nesbittburns 1998 - 2004
Bank of Nova Scotia 1997 - 1998
Scotia McLeod 1992 - 1997
Scotia McLeod 1988 - 1992
Skills
Business Analysis, Leadership, SDLC, IT Strategy, Derivatives, Management, CRM, Vendor Management, Requirements Gathering, Strategy, Equities, Project Management, Portfolio Management, Project Delivery, Business Requirements
Education
Seneca College of Applied Arts and Technology 1972 — 1973
Gillian Scarfe Gillian Scarfe's Scotia McLeod Experience June 1996 - July 1999
Job Associate Vice President, TD Securities Strategy, Governance & Policy
Industry Financial Services
Experience
TD Bank Group April 2014 - Present
TD Bank Group September 2011 - April 2014
Stratix Consulting July 2011 - August 2011
TD Bank Financial Group June 2010 - March 2011
BMO Capital Markets March 2010 - June 2010
CGI April 2009 - March 2010
Scotiabank 1999 - 2008
Scotia McLeod June 1996 - July 1999
RBC Dominion Securities Inc 1992 - 1996
Skills
Project Management, Business Analysis, Business Relationship..., Software Development, Requirements Gathering, Program Management, IT Management, Integration, Strategy, Strategic Planning, Financial Services, Operations Management, Requirements Analysis, Capital Markets, Risk Management, Business Process, Management, Portfolio Management, SDLC, Banking
Education
Queen's University 1982 — 1986
BA Honours, Economics/Biology
Oakville Trafalgar High School 1978 — 1982
TD Bank Group April 2014 - Present
TD Bank Group September 2011 - April 2014
Stratix Consulting July 2011 - August 2011
TD Bank Financial Group June 2010 - March 2011
BMO Capital Markets March 2010 - June 2010
CGI April 2009 - March 2010
Scotiabank 1999 - 2008
Scotia McLeod June 1996 - July 1999
RBC Dominion Securities Inc 1992 - 1996
Skills
Project Management, Business Analysis, Business Relationship..., Software Development, Requirements Gathering, Program Management, IT Management, Integration, Strategy, Strategic Planning, Financial Services, Operations Management, Requirements Analysis, Capital Markets, Risk Management, Business Process, Management, Portfolio Management, SDLC, Banking
Education
Queen's University 1982 — 1986
BA Honours, Economics/Biology
Oakville Trafalgar High School 1978 — 1982
Caleb Ho's Scotia McLeod Experience September 2010 - May 2011
Job Staff Accountant at Deloitte
Industry Consumer Services
Experience
Deloitte September 2013 - Present
Commerce Mentorship Program March 2011 - June 2012
North Growth Management June 2011 - August 2011
Scotia McLeod September 2010 - May 2011
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce, Accounting
Deloitte September 2013 - Present
Commerce Mentorship Program March 2011 - June 2012
North Growth Management June 2011 - August 2011
Scotia McLeod September 2010 - May 2011
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce, Accounting
Lorne Alper Lorne Alper's Scotia McLeod Experience 2003 - 2006
Job Branch Manager
Industry Banking
Experience
Scotiabank September 2015 - Present
Scotiabank April 2014 - September 2015
Scotiabank 2010 - April 2014
Scotiabank 2006 - 2010
Scotia McLeod 2003 - 2006
Skills
Credit, Mortgage Lending, Investments, Relationship Management, Cash Management, Small Business Lending, Customer Service
Education
John Molson School of Business 2000 — 2003
Bachelor of Commerce (B.Com.), Finance & Management
Dawson College 1998 — 2000
Bachelor of Commerce (B.Com.)
Scotiabank September 2015 - Present
Scotiabank April 2014 - September 2015
Scotiabank 2010 - April 2014
Scotiabank 2006 - 2010
Scotia McLeod 2003 - 2006
Skills
Credit, Mortgage Lending, Investments, Relationship Management, Cash Management, Small Business Lending, Customer Service
Education
John Molson School of Business 2000 — 2003
Bachelor of Commerce (B.Com.), Finance & Management
Dawson College 1998 — 2000
Bachelor of Commerce (B.Com.)
Luca Zucal Luca Zucal's Scotia McLeod Experience August 2008 - Present
Job Administrative Associate at Scotia McLeod
Industry Investment Management
Experience
Scotia McLeod August 2008 - Present
VAUGHAN SOCCER CLUB January 2008 - Present
THE ARDMORE ALLIANCE September 2007 - May 2008
Skills
Team Leadership, Problem Solving, Organizational..., Mutual Funds, Social Media, Financial Analysis, Banking, Fixed Income, Equities, Accounting, Wealth Management, Derivatives, Team Building
Education
Philadelphia University
Master of Business Administration (MBA), Management
Philadelphia University 2003 — 2007
Bachelor of Science, Marketing & Finance
Scotia McLeod August 2008 - Present
VAUGHAN SOCCER CLUB January 2008 - Present
THE ARDMORE ALLIANCE September 2007 - May 2008
Skills
Team Leadership, Problem Solving, Organizational..., Mutual Funds, Social Media, Financial Analysis, Banking, Fixed Income, Equities, Accounting, Wealth Management, Derivatives, Team Building
Education
Philadelphia University
Master of Business Administration (MBA), Management
Philadelphia University 2003 — 2007
Bachelor of Science, Marketing & Finance
Peter Peltekoff Peter Peltekoff's Scotia McLeod Experience May 2011 - August 2011
Job Account Coordinator at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions February 2015 - Present
Liberty International Underwriters April 2014 - February 2015
Performance Analytics May 2012 - January 2014
The National Golf Club of Canada May 2008 - May 2012
University of Western Ontario September 2011 - April 2012
Scotia McLeod May 2011 - August 2011
Skills
Financial Analysis, Business Strategy, Microsoft Excel, Team Leadership, Investments, Time Management, Microsoft Office, Customer Service
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honors Business Administration
Aon Risk Solutions February 2015 - Present
Liberty International Underwriters April 2014 - February 2015
Performance Analytics May 2012 - January 2014
The National Golf Club of Canada May 2008 - May 2012
University of Western Ontario September 2011 - April 2012
Scotia McLeod May 2011 - August 2011
Skills
Financial Analysis, Business Strategy, Microsoft Excel, Team Leadership, Investments, Time Management, Microsoft Office, Customer Service
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honors Business Administration
Marvin Trujillo Marvin Trujillo's Scotia McLeod Experience December 2013 - May 2014
Job Training Specialist at FundSERV Inc.
Industry Financial Services
Experience
FundSERV Inc. May 2014 - Present
Scotia McLeod December 2013 - May 2014
RBC Investor Services April 2009 - January 2013
IFDS 1999 - 2009
Skills
Training, Employee Engagement, Program Management, Curriculum Design, Management, Software Documentation, Testing, Process Improvement, Change Management, E-Learning, Staff Development, Talent Management, Performance Management, Organizational..., Employee Training
Education
Humber College
Diploma, Personal Trainer
Toronto
FundSERV Inc. May 2014 - Present
Scotia McLeod December 2013 - May 2014
RBC Investor Services April 2009 - January 2013
IFDS 1999 - 2009
Skills
Training, Employee Engagement, Program Management, Curriculum Design, Management, Software Documentation, Testing, Process Improvement, Change Management, E-Learning, Staff Development, Talent Management, Performance Management, Organizational..., Employee Training
Education
Humber College
Diploma, Personal Trainer
Toronto
Ruari Walsh Ruari Walsh's Scotia McLeod Experience
Job ScotiaMcleod
Industry Investment Management
Experience
Scotia Mcleod
Skills
Wealth Management, Strategic Financial..., Investments, Public Speaking, Securities
Education
The University of Northampton 2001 — 2005
Bachelor of Arts (B.A.), Law and Business
Scotia Mcleod
Skills
Wealth Management, Strategic Financial..., Investments, Public Speaking, Securities
Education
The University of Northampton 2001 — 2005
Bachelor of Arts (B.A.), Law and Business
Bessie Noumtinis Bessie Noumtinis's Scotia McLeod Experience September 2008 - December 2010
Job Real Estate Agent at Bosley Real Estate Ltd, Brokerage
Industry Financial Services
Experience
Bosley Real Estate Ltd, Brokerage April 2015 - Present
BMO Financial Group September 2013 - April 2015
Scotia McLeod September 2008 - December 2010
Scotiabank December 2008 - July 2010
Scotia Capital-Global Markets December 2006 - August 2007
Canaccord Capital December 2005 - September 2006
BMO Nesbitt Burns June 2001 - December 2005
BMO Nesbitt Burns October 1999 - June 2001
TD Canada Trust September 1997 - August 1999
Skills
Portfolio Management, Mutual Funds, Derivatives, Finance, Investments, Equities, Banking, Securities
Education
Canadian Securities Institute 2010 — 2010
CSC, CPH, BMC, Financial designations
Seneca College of Applied Arts and Technology 1993 — 1995
Legal Assistant/Paralegal
Bosley Real Estate Ltd, Brokerage April 2015 - Present
BMO Financial Group September 2013 - April 2015
Scotia McLeod September 2008 - December 2010
Scotiabank December 2008 - July 2010
Scotia Capital-Global Markets December 2006 - August 2007
Canaccord Capital December 2005 - September 2006
BMO Nesbitt Burns June 2001 - December 2005
BMO Nesbitt Burns October 1999 - June 2001
TD Canada Trust September 1997 - August 1999
Skills
Portfolio Management, Mutual Funds, Derivatives, Finance, Investments, Equities, Banking, Securities
Education
Canadian Securities Institute 2010 — 2010
CSC, CPH, BMC, Financial designations
Seneca College of Applied Arts and Technology 1993 — 1995
Legal Assistant/Paralegal
Ryan Bay's Scotia McLeod Experience June 2007 - August 2007
Job SR Sales Executive @ SABIC Polymershapes
Industry Plastics
Experience
SABIC Polymershapes January 2010 - Present
SABIC Polymershapes January 2010 - Present
Scotia McLeod June 2007 - August 2007
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Service, Strategic Planning, Negotiation, New Business Development, Sales Management
Education
Douglas College 2002 — 2004
Associate's degree, Business/Commerce, General
Simon Fraser University 2003 — 2005
Studied Personal Finance and Philosophy
Canadian Securities Institute
Investments and Securities, Canadian Securities Certificate
SABIC Polymershapes January 2010 - Present
SABIC Polymershapes January 2010 - Present
Scotia McLeod June 2007 - August 2007
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Customer Service, Strategic Planning, Negotiation, New Business Development, Sales Management
Education
Douglas College 2002 — 2004
Associate's degree, Business/Commerce, General
Simon Fraser University 2003 — 2005
Studied Personal Finance and Philosophy
Canadian Securities Institute
Investments and Securities, Canadian Securities Certificate
Paul MacPherson's Scotia McLeod Experience March 1994 - November 1994
Job Design Lead, TD Group
Industry Online Media
Experience
TD April 2015 - Present
TVOntario November 2013 - April 2015
TVOntario March 2009 - November 2013
Long View Systems June 2005 - February 2009
Sun Microsystems May 1997 - May 2004
Nesbitt Burns November 1996 - April 1997
Multipath Business Systems November 1994 - November 1996
Scotia McLeod March 1994 - November 1994
FundSERV November 1992 - March 1994
Trimark Investment Management April 1990 - November 1992
Skills
Databases, Leadership, Network Security, Solaris, Cloud Computing, Networking, Project Management, Oracle, Business Analysis, SQL, ITIL, HTML, BASH, Linux, Mobile Internet, Team Leadership, MySQL, JavaScript, XML, Project Planning, Varnish, Drupal, Solr, PHP, CSS, Troubleshooting, Virtualization, System Architecture, Bash, Unix, IT Management, Integration, Infrastructure, Solution Architecture, Apache, System Administration, Windows Server, Change Management, Professional Services, Security, Pre-sales, TCP/IP, IT Strategy, VMware ESX, High Availability, VMware, Data Center, Disaster Recovery, Storage Area Networks, Network Administration
Education
The George Washington University 1987 — 1988
Statistical Computer Science
TD April 2015 - Present
TVOntario November 2013 - April 2015
TVOntario March 2009 - November 2013
Long View Systems June 2005 - February 2009
Sun Microsystems May 1997 - May 2004
Nesbitt Burns November 1996 - April 1997
Multipath Business Systems November 1994 - November 1996
Scotia McLeod March 1994 - November 1994
FundSERV November 1992 - March 1994
Trimark Investment Management April 1990 - November 1992
Skills
Databases, Leadership, Network Security, Solaris, Cloud Computing, Networking, Project Management, Oracle, Business Analysis, SQL, ITIL, HTML, BASH, Linux, Mobile Internet, Team Leadership, MySQL, JavaScript, XML, Project Planning, Varnish, Drupal, Solr, PHP, CSS, Troubleshooting, Virtualization, System Architecture, Bash, Unix, IT Management, Integration, Infrastructure, Solution Architecture, Apache, System Administration, Windows Server, Change Management, Professional Services, Security, Pre-sales, TCP/IP, IT Strategy, VMware ESX, High Availability, VMware, Data Center, Disaster Recovery, Storage Area Networks, Network Administration
Education
The George Washington University 1987 — 1988
Statistical Computer Science
Philippe Beauregard-Totaro Philippe Beauregard-Totaro's Scotia McLeod Experience August 2007 - August 2008
Job Viceprésident chez Endorphine Sports et Marketing
Industry Marketing and Advertising
Experience
Endorphine Sports et Marketing January 2014 - Present
Commando.marketing January 2015 - Present
totaro.biz August 2009 - Present
Monchefpersonnel.com August 2011 - December 2012
Scotia McLeod August 2007 - August 2008
Skills
Marketing, Marketing Strategy, Business Strategy, Management, Finance, Business Analysis, Marketing Communications, Sports Marketing, Performance Management, Advertising, eCommunications, Digital Marketing, Marketing Management, Online Advertising, New Business Development, E-commerce, Online Communications, Business Planning, Analyse financière, Financement, Négociations, Business model, Gestion de projet, Team Building, Gestion d'évènement, Gestion de compte, Gestion des opérations, Analyste commercial, Publicité en ligne, Stratégie commerciale, Publicité, Stratégie marketing, Communication marketing, Marketing relationnel
Education
Université de Sherbrooke 2009 — 2012
Master of Business Administration (M.B.A.), Management et marketing
Université du Québec à Montréal / UQAM
Baccalauréat en Administration des Affaires, Finance
Endorphine Sports et Marketing January 2014 - Present
Commando.marketing January 2015 - Present
totaro.biz August 2009 - Present
Monchefpersonnel.com August 2011 - December 2012
Scotia McLeod August 2007 - August 2008
Skills
Marketing, Marketing Strategy, Business Strategy, Management, Finance, Business Analysis, Marketing Communications, Sports Marketing, Performance Management, Advertising, eCommunications, Digital Marketing, Marketing Management, Online Advertising, New Business Development, E-commerce, Online Communications, Business Planning, Analyse financière, Financement, Négociations, Business model, Gestion de projet, Team Building, Gestion d'évènement, Gestion de compte, Gestion des opérations, Analyste commercial, Publicité en ligne, Stratégie commerciale, Publicité, Stratégie marketing, Communication marketing, Marketing relationnel
Education
Université de Sherbrooke 2009 — 2012
Master of Business Administration (M.B.A.), Management et marketing
Université du Québec à Montréal / UQAM
Baccalauréat en Administration des Affaires, Finance
Monty Bassin Monty Bassin's Scotia McLeod Experience December 2005 - January 2006
Job Senior Analyst, Merchandise Procurement at Canadian Tire
Industry Marketing and Advertising
Experience
Canadian Tire July 2015 - Present
Canadian Tire March 2013 - July 2015
Quadrant Cosmetics April 2011 - September 2011
Sporting Life May 2007 - September 2011
JPMorgan Chase May 2010 - September 2010
Scotia McLeod December 2005 - January 2006
Skills
Marketing Strategy, Social Media Marketing, Online Marketing, Marketing, Marketing Communications, Business Strategy, Interpersonal Skill, Data Analysis, Sales, Social Media, Management, Microsoft Excel, Online Advertising, Customer Service, Marketing Management, Market Research, Team Leadership, Integrated Marketing, Digital Marketing, Brand Management, PowerPoint, Microsoft Office, Microsoft Word, Teamwork
Education
Queen's University 2008 — 2012
BCOMM, Commerce
Forest Hill CI 2004 — 2008
Canadian Tire July 2015 - Present
Canadian Tire March 2013 - July 2015
Quadrant Cosmetics April 2011 - September 2011
Sporting Life May 2007 - September 2011
JPMorgan Chase May 2010 - September 2010
Scotia McLeod December 2005 - January 2006
Skills
Marketing Strategy, Social Media Marketing, Online Marketing, Marketing, Marketing Communications, Business Strategy, Interpersonal Skill, Data Analysis, Sales, Social Media, Management, Microsoft Excel, Online Advertising, Customer Service, Marketing Management, Market Research, Team Leadership, Integrated Marketing, Digital Marketing, Brand Management, PowerPoint, Microsoft Office, Microsoft Word, Teamwork
Education
Queen's University 2008 — 2012
BCOMM, Commerce
Forest Hill CI 2004 — 2008
Jacqueline Petford Jacqueline Petford's Scotia McLeod Experience June 2014 - Present
Job Administrative Associate to John Petford at ScotiaMcLeod
Industry Information Technology and Services
Experience
Scotia McLeod June 2014 - Present
PriceMetrix Inc August 2012 - June 2014
PriceMetrix Inc August 2011 - August 2012
PriceMetrix Inc January 2011 - August 2011
PriceMetrix Inc September 2009 - January 2011
PriceMetrix August 2008 - September 2009
Delta Hotels May 2008 - June 2008
TD Waterhouse May 2004 - May 2008
Skills
Account Management, Wealth Management, CRM, Business Development, Financial Services, Business Analysis, Marketing, Market Research, Analytics, Marketing Research, Product Marketing, Salesforce.com, Strategy, Relationship Management, Product Management, Business Strategy, Competitive Analysis, Marketing Strategy, Strategic Partnerships, New Business Development, Leadership, Business Intelligence
Education
Canadian Securities Institute 2010 — 2010
CSC
Sheridan College 2007 — 2008
Post Graduate Certificate, Co-op Option, Marketing Management
Wilfrid Laurier University 2003 — 2007
BA, Psychology, English, Sociology
Oakville Trafalgar High School 1999 — 2003
Scotia McLeod June 2014 - Present
PriceMetrix Inc August 2012 - June 2014
PriceMetrix Inc August 2011 - August 2012
PriceMetrix Inc January 2011 - August 2011
PriceMetrix Inc September 2009 - January 2011
PriceMetrix August 2008 - September 2009
Delta Hotels May 2008 - June 2008
TD Waterhouse May 2004 - May 2008
Skills
Account Management, Wealth Management, CRM, Business Development, Financial Services, Business Analysis, Marketing, Market Research, Analytics, Marketing Research, Product Marketing, Salesforce.com, Strategy, Relationship Management, Product Management, Business Strategy, Competitive Analysis, Marketing Strategy, Strategic Partnerships, New Business Development, Leadership, Business Intelligence
Education
Canadian Securities Institute 2010 — 2010
CSC
Sheridan College 2007 — 2008
Post Graduate Certificate, Co-op Option, Marketing Management
Wilfrid Laurier University 2003 — 2007
BA, Psychology, English, Sociology
Oakville Trafalgar High School 1999 — 2003
Irene Adeney Irene Adeney's Scotia McLeod Experience September 1980 - September 1983
Job Skills Development Specialist
Industry Printing
Experience
RR Donnelley (formerly Bowne) August 1996 - Present
Ayr News March 1983 - August 1996
Scotia McLeod September 1980 - September 1983
Education
Conestoga College 2007 — 2010
Teacher/Trainer of Adults, Adult Training
Mohawk College
Advertising
RR Donnelley (formerly Bowne) August 1996 - Present
Ayr News March 1983 - August 1996
Scotia McLeod September 1980 - September 1983
Education
Conestoga College 2007 — 2010
Teacher/Trainer of Adults, Adult Training
Mohawk College
Advertising
Irene Adeney's Scotia McLeod Experience April 1980 - October 1984
Job Writer at Ayr News Printers and Publishers
Industry Financial Services
Experience
Ayr News Printers and Publishers September 2011 - Present
RR Donnelley (formerly Bowne) August 1996 - August 2011
Ayr News March 1983 - August 1996
Scotia McLeod April 1980 - October 1984
Skills
Captivate, Photoshop, Technical Writing, Adobe Acrobat, SnagIt, Training, Editing, Proofreading, Customer Service, Desktop Publishing
Education
Conestoga College 2008 — 2011
Teacher/Trainer of Adults for On-line Learning, Adult Education
Mohawk College 1976 — 1979
Advertising Creative/Business
Ayr News Printers and Publishers September 2011 - Present
RR Donnelley (formerly Bowne) August 1996 - August 2011
Ayr News March 1983 - August 1996
Scotia McLeod April 1980 - October 1984
Skills
Captivate, Photoshop, Technical Writing, Adobe Acrobat, SnagIt, Training, Editing, Proofreading, Customer Service, Desktop Publishing
Education
Conestoga College 2008 — 2011
Teacher/Trainer of Adults for On-line Learning, Adult Education
Mohawk College 1976 — 1979
Advertising Creative/Business
Natty de Leon Balmores Natty de Leon Balmores's Scotia McLeod Experience 1985 - 1988
Job Account Administrative Services Representative at Meridian Credit Union
Industry Banking
Experience
Meridian Credit Union August 1988 - Present
TD Greenline Investment Services November 1991 - May 1992
Scotia Mcleod 1985 - 1988
R.E.A.D. Clinic June 1985 - December 1985
Skills
Team Leadership, Administration, Relationship Management
Education
Seneca College of Applied Arts and Technology 1983 — 1989
Business Administration
Pangasinan State University 1965 — 1969
BSE Ed, Elementary Education
Meridian Credit Union August 1988 - Present
TD Greenline Investment Services November 1991 - May 1992
Scotia Mcleod 1985 - 1988
R.E.A.D. Clinic June 1985 - December 1985
Skills
Team Leadership, Administration, Relationship Management
Education
Seneca College of Applied Arts and Technology 1983 — 1989
Business Administration
Pangasinan State University 1965 — 1969
BSE Ed, Elementary Education
Ophelia Gravehurst's Scotia McLeod Experience March 2005 - Present
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
Scotia McLeod March 2005 - Present
ScotiaMcLeod January 2004 - April 2005
BMO Nesbitt Burns April 2002 - December 2003
Education
York University 2000 — 2001
MA, Critical, Historical & Theoretical Studies in Film
Columbia University in the City of New York 1996 — 2000
BA, Film Studies
Scotia McLeod March 2005 - Present
ScotiaMcLeod January 2004 - April 2005
BMO Nesbitt Burns April 2002 - December 2003
Education
York University 2000 — 2001
MA, Critical, Historical & Theoretical Studies in Film
Columbia University in the City of New York 1996 — 2000
BA, Film Studies
Michelle Moss's Scotia McLeod Experience May 1991 - November 1992
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
ICUC April 2015 - Present
Atlas POS Systems May 2010 - Present
Home \ March 2005 - May 2010
RBC - International January 2001 - March 2005
TCS Canada 1996 - December 2000
TCS Canada 1994 - 1996
Online Financial Services 1993 - 1994
Scotia McLeod May 1991 - November 1992
Skills
Program Management, Strategic Planning, Team Leadership, Business Strategy, Telecommunications, Negotiation, Customer Service, Operations Management, Marketing Strategy, Coaching, Team Building, Microsoft Office, Business Analysis, Project Management, Budgets, Project Planning, Change Management, Quality Assurance, Account Management
Education
Schulich School of Business 2001 — 2001
Masters Certificate, Project Management, Executive Program
CSI Global Education 1991 — 1991
CSC - Securities Course
University of Ottawa / Université d'Ottawa 1987 — 1990
Social Science, Economics, Business
ICUC April 2015 - Present
Atlas POS Systems May 2010 - Present
Home \ March 2005 - May 2010
RBC - International January 2001 - March 2005
TCS Canada 1996 - December 2000
TCS Canada 1994 - 1996
Online Financial Services 1993 - 1994
Scotia McLeod May 1991 - November 1992
Skills
Program Management, Strategic Planning, Team Leadership, Business Strategy, Telecommunications, Negotiation, Customer Service, Operations Management, Marketing Strategy, Coaching, Team Building, Microsoft Office, Business Analysis, Project Management, Budgets, Project Planning, Change Management, Quality Assurance, Account Management
Education
Schulich School of Business 2001 — 2001
Masters Certificate, Project Management, Executive Program
CSI Global Education 1991 — 1991
CSC - Securities Course
University of Ottawa / Université d'Ottawa 1987 — 1990
Social Science, Economics, Business
Allison Bourne's Scotia McLeod Experience 1985 - 1986
Job Senior Technical Architect at WorksafeBC
Industry Insurance
Experience
WorksafeBC March 1990 - Present
Price Waterhouse 1986 - February 1990
Scotia McLeod 1985 - 1986
McLeod, Yong, Weir 1982 - 1984
Skills
Data Center, SDLC, Enterprise Architecture, Integration, Information Technology, Solution Architecture, Business Analysis, Requirements Gathering, SOA, Business Intelligence, ITIL, Change Management, Agile Methodologies, Disaster Recovery, Requirements Analysis, Process Improvement
Education
British Columbia Institute of Technology 1980 — 2000
Burnaby South 1975 — 1977
Burnaby South
Vanderbilt University
WorksafeBC March 1990 - Present
Price Waterhouse 1986 - February 1990
Scotia McLeod 1985 - 1986
McLeod, Yong, Weir 1982 - 1984
Skills
Data Center, SDLC, Enterprise Architecture, Integration, Information Technology, Solution Architecture, Business Analysis, Requirements Gathering, SOA, Business Intelligence, ITIL, Change Management, Agile Methodologies, Disaster Recovery, Requirements Analysis, Process Improvement
Education
British Columbia Institute of Technology 1980 — 2000
Burnaby South 1975 — 1977
Burnaby South
Vanderbilt University
Jody Connaghan's Scotia McLeod Experience June 2002 - July 2004
Job Branch Administrator at Raymond James
Industry Financial Services
Experience
Raymond James October 2006 - Present
Assante Wealth Management August 2004 - September 2006
Scotia McLeod June 2002 - July 2004
BMO Nesbitt Burns December 2000 - June 2002
Skills
Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Equities, Administrative..., Bonds, Outlook, Spreadsheets
Education
Kwantlen University College 1996 — 1998
University of Northern British Columbia 1994 — 1996
Assistant, BMO Nesbitt Burnes
Raymond James October 2006 - Present
Assante Wealth Management August 2004 - September 2006
Scotia McLeod June 2002 - July 2004
BMO Nesbitt Burns December 2000 - June 2002
Skills
Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Equities, Administrative..., Bonds, Outlook, Spreadsheets
Education
Kwantlen University College 1996 — 1998
University of Northern British Columbia 1994 — 1996
Assistant, BMO Nesbitt Burnes
Louis-Philippe Villeneuve's Scotia McLeod Experience December 2005 - January 2008
Job Digital Marketing Director at Lombardi Honda
Industry Marketing and Advertising
Experience
Lombardi Honda May 2015 - Present
EVOLIO.ca November 2013 - May 2015
Autopartsfreak May 2012 - June 2014
Algotrading research June 2012 - October 2013
Clm auto April 2010 - June 2012
Bfamus Media January 2008 - April 2010
Scotia Mcleod December 2005 - January 2008
Skills
Social Media Marketing, SEO, Web Design, Equities, Microsoft Office, Dreamweaver, Asset Allocation, CSS, Electronic Trading, Management, Investment Strategies, Financial Markets, Google Analytics, Sales, Online Advertising, Photoshop, TradeStation, Wealth Management..., Trading Strategies, Google Adwords, Online Marketing, Customer Service, Digital Marketing, Marketing, Marketing Strategy, Marketing Communications, New Business Development
Education
McGill University 2005 — 2006
Project management certificate
Stanstead college
Lombardi Honda May 2015 - Present
EVOLIO.ca November 2013 - May 2015
Autopartsfreak May 2012 - June 2014
Algotrading research June 2012 - October 2013
Clm auto April 2010 - June 2012
Bfamus Media January 2008 - April 2010
Scotia Mcleod December 2005 - January 2008
Skills
Social Media Marketing, SEO, Web Design, Equities, Microsoft Office, Dreamweaver, Asset Allocation, CSS, Electronic Trading, Management, Investment Strategies, Financial Markets, Google Analytics, Sales, Online Advertising, Photoshop, TradeStation, Wealth Management..., Trading Strategies, Google Adwords, Online Marketing, Customer Service, Digital Marketing, Marketing, Marketing Strategy, Marketing Communications, New Business Development
Education
McGill University 2005 — 2006
Project management certificate
Stanstead college
Sean S. Pillai's Scotia McLeod Experience January 1997 - January 1998
Job VicePresident, Audit Information Systems and Technology
Industry Banking
Experience
Scotiabank January 2015 - Present
Canadian Imperial Bank of Commerce December 2006 - January 2015
CIBC 2005 - 2006
CIBC 2003 - 2005
CIBC - Intria Technology January 2000 - January 2003
CIBC Intria-HP January 1998 - January 2000
Scotia McLeod January 1997 - January 1998
Coca-Cola Middle East January 1995 - January 1997
Education
Queen's University 2008 — 2009
MBA, Accelerated MBA Class - 2009
University of Toronto 2002 — 2006
Advanced - Project Management
University of Mumbai 1991 — 1994
BCom, Accounting
Scotiabank January 2015 - Present
Canadian Imperial Bank of Commerce December 2006 - January 2015
CIBC 2005 - 2006
CIBC 2003 - 2005
CIBC - Intria Technology January 2000 - January 2003
CIBC Intria-HP January 1998 - January 2000
Scotia McLeod January 1997 - January 1998
Coca-Cola Middle East January 1995 - January 1997
Education
Queen's University 2008 — 2009
MBA, Accelerated MBA Class - 2009
University of Toronto 2002 — 2006
Advanced - Project Management
University of Mumbai 1991 — 1994
BCom, Accounting
Tristan Sawtell's Scotia McLeod Experience June 2013 - Present
Job Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
Scotia McLeod June 2013 - Present
TD Waterhouse September 2007 - June 2013
RBC Insurance September 2006 - August 2007
Skills
Wealth Management, Securities, Asset Managment, Investments, Mutual Funds, Retirement Planning, Investment Strategies, Investment Advisory, Portfolio Management, Equities, Investment Management, Alternative Investments, Strategic Financial..., Asset Management, Bonds, Fixed Income, High Net Worth..., Financial Analysis, Risk Management, Credit, Customer Service, Banking, Private Banking, Stocks, Stock Market Analysis, Private Equity, Corporate Finance, Personal Finance, Estate Planning, Asset Allocation, Insurance, New Issues, Pensions, Cash Management, ETFs, Personal Tax Planning, Private Wealth, TFSA, RRSP, RRIF, RESP, Charitable Gift Planning, Disability Insurance, Life Insurance, Critical Illness, Wills, Powers of Attorney, Retirement Savings, Long Term Care Insurance, Family Business
Education
Mount Allison University 2001 — 2006
Bachelor of Arts (B.A.), Psychology
St. George's
St. George's
Scotia McLeod June 2013 - Present
TD Waterhouse September 2007 - June 2013
RBC Insurance September 2006 - August 2007
Skills
Wealth Management, Securities, Asset Managment, Investments, Mutual Funds, Retirement Planning, Investment Strategies, Investment Advisory, Portfolio Management, Equities, Investment Management, Alternative Investments, Strategic Financial..., Asset Management, Bonds, Fixed Income, High Net Worth..., Financial Analysis, Risk Management, Credit, Customer Service, Banking, Private Banking, Stocks, Stock Market Analysis, Private Equity, Corporate Finance, Personal Finance, Estate Planning, Asset Allocation, Insurance, New Issues, Pensions, Cash Management, ETFs, Personal Tax Planning, Private Wealth, TFSA, RRSP, RRIF, RESP, Charitable Gift Planning, Disability Insurance, Life Insurance, Critical Illness, Wills, Powers of Attorney, Retirement Savings, Long Term Care Insurance, Family Business
Education
Mount Allison University 2001 — 2006
Bachelor of Arts (B.A.), Psychology
St. George's
St. George's
Hadi Islamivatan's Scotia McLeod Experience May 2005 - March 2007
Job Financial Advisor at RBC
Industry Financial Services
Experience
RBC Royal Bank January 2010 - Present
Investors Group Financial Services Inc. March 2007 - January 2010
Scotia McLeod May 2005 - March 2007
Education
Concordia University 2002 — 2005
RBC Royal Bank January 2010 - Present
Investors Group Financial Services Inc. March 2007 - January 2010
Scotia McLeod May 2005 - March 2007
Education
Concordia University 2002 — 2005
William Todd's Scotia McLeod Experience March 2015 - Present
Job Education Consultant at Wahta Mohawk First Nation
Industry Professional Training & Coaching
Experience
Wahta Mohawk First Nation May 2015 - Present
Bydand Education Ltd. January 2008 - Present
Scotia McLeod March 2015 - Present
Scotia McLeod August 2014 - March 2015
University Health Network February 2014 - August 2014
Cancer Care Ontario February 2013 - August 2013
Community Care Information Management January 2008 - December 2012
AEGON September 2001 - January 2008
Skills
Instructional Design, E-Learning, Adult Education, Performance Management, Change Management, Leadership Development, Workshop Facilitation, Employee Engagement, Coaching, Human Resources, Onboarding, Management, Blended Learning, Leadership, Training, Organizational..., Training Delivery, Talent Management, Organizational..., Staff Development, Employee Training, Six Sigma Green Belt, Consulting, Program Management, Process Improvement
Education
Humber College 2012 — 2015
Certificate, Cabinet Making
SimpliLearn 2013 — 2013
Six Sigma Green Belt, Six Sigma
University of Colorado at Denver 2008 — 2008
Course, e-learning development
George Brown College 2000 — 2002
Certificate in Instructing Adults, Adult and Continuing Education and Teaching
Penn State University 1996 — 1998
MA, Spanish Linguistics
Queen's University 1991 — 1995
BA(Hons), Spanish
Eastview Secondary
Wahta Mohawk First Nation May 2015 - Present
Bydand Education Ltd. January 2008 - Present
Scotia McLeod March 2015 - Present
Scotia McLeod August 2014 - March 2015
University Health Network February 2014 - August 2014
Cancer Care Ontario February 2013 - August 2013
Community Care Information Management January 2008 - December 2012
AEGON September 2001 - January 2008
Skills
Instructional Design, E-Learning, Adult Education, Performance Management, Change Management, Leadership Development, Workshop Facilitation, Employee Engagement, Coaching, Human Resources, Onboarding, Management, Blended Learning, Leadership, Training, Organizational..., Training Delivery, Talent Management, Organizational..., Staff Development, Employee Training, Six Sigma Green Belt, Consulting, Program Management, Process Improvement
Education
Humber College 2012 — 2015
Certificate, Cabinet Making
SimpliLearn 2013 — 2013
Six Sigma Green Belt, Six Sigma
University of Colorado at Denver 2008 — 2008
Course, e-learning development
George Brown College 2000 — 2002
Certificate in Instructing Adults, Adult and Continuing Education and Teaching
Penn State University 1996 — 1998
MA, Spanish Linguistics
Queen's University 1991 — 1995
BA(Hons), Spanish
Eastview Secondary
Andrew Couvell's Scotia McLeod Experience June 2009 - 2012
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities 2012 - Present
Scotia McLeod June 2009 - 2012
Canaccord Capital 2006 - 2009
Shaughnessy Golf and Country Club 2001 - 2004
Skills
Investments, Wealth Management, Investment Strategies, Management, Retirement Planning, Small Business, Wealth, Financial Risk, Mutual Funds, Equities, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Financial Services, Strategic Planning, Investment Management, Investment Advisory, Strategic Financial..., Asset Allocation, Retirement, Securities, ETFs, Derivatives, Financial Planning
Education
Queen's University 1989 — 1992
RBC Dominion Securities 2012 - Present
Scotia McLeod June 2009 - 2012
Canaccord Capital 2006 - 2009
Shaughnessy Golf and Country Club 2001 - 2004
Skills
Investments, Wealth Management, Investment Strategies, Management, Retirement Planning, Small Business, Wealth, Financial Risk, Mutual Funds, Equities, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Financial Services, Strategic Planning, Investment Management, Investment Advisory, Strategic Financial..., Asset Allocation, Retirement, Securities, ETFs, Derivatives, Financial Planning
Education
Queen's University 1989 — 1992
Marc-André Fournier, CPA, CA, MBA, GPC's Scotia McLeod Experience January 2000 - September 2002
Job Conseiller en placement, Financière Banque Nationale
Industry Financial Services
Experience
Financière Banque Nationale 2008 - Present
Université du Québec à Montréal September 2005 - Present
Banque Nationale du Canada May 2005 - September 2008
KPMG September 2002 - May 2005
Scotia McLeod January 2000 - September 2002
Skills
DES, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, French, Financial Analysis, Investment Advisory, Coaching, Fixed Income, Asset Managment, Retirement Planning, English, Estate Planning, Microsoft Excel, Microsoft Office, Risk Management, Financial Markets, Insurance
Education
HEC Montréal 2006 — 2007
MBA, Administration
Université du Québec à Montréal 2003 — 2004
DESS, Sciences comptables
Université du Québec à Montréal 2000 — 2003
Baccalauréat, Sciences comptables
Financière Banque Nationale 2008 - Present
Université du Québec à Montréal September 2005 - Present
Banque Nationale du Canada May 2005 - September 2008
KPMG September 2002 - May 2005
Scotia McLeod January 2000 - September 2002
Skills
DES, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, French, Financial Analysis, Investment Advisory, Coaching, Fixed Income, Asset Managment, Retirement Planning, English, Estate Planning, Microsoft Excel, Microsoft Office, Risk Management, Financial Markets, Insurance
Education
HEC Montréal 2006 — 2007
MBA, Administration
Université du Québec à Montréal 2003 — 2004
DESS, Sciences comptables
Université du Québec à Montréal 2000 — 2003
Baccalauréat, Sciences comptables
Trent Smith, CFA, CMT, CIM, FCSI's Scotia McLeod Experience January 2000 - February 2008
Job Portfolio Manager at Crestridge Asset Management
Industry Investment Management
Experience
Crestridge Asset Management January 2010 - Present
HSBC Securities June 2008 - January 2010
Scotia McLeod January 2000 - February 2008
Education
University of Ottawa / Université d'Ottawa 1987 — 1990
Economics
Crestridge Asset Management January 2010 - Present
HSBC Securities June 2008 - January 2010
Scotia McLeod January 2000 - February 2008
Education
University of Ottawa / Université d'Ottawa 1987 — 1990
Economics
Janine Kalynuik's Scotia McLeod Experience 1985 - 1990
Job Branch Administrator at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns January 2012 - Present
HSBC Securities (Canada) Inc March 2009 - February 2012
TD Waterhouse Discount Brokerage 1990 - 2008
Scotia McLeod 1985 - 1990
Education
Okanagan College 1977 — 1978
BMO Nesbitt Burns January 2012 - Present
HSBC Securities (Canada) Inc March 2009 - February 2012
TD Waterhouse Discount Brokerage 1990 - 2008
Scotia McLeod 1985 - 1990
Education
Okanagan College 1977 — 1978
Doug Arthur's Scotia McLeod Experience September 1985 - May 1988
Job Operations Specialist
Industry Financial Services
Experience
Contract Sr Operations SpecialistNCM CapitalJuly 2005 - October 2012
Computershare 1989 - 1999
Computershare May 1988 - October 1997
Scotia Mcleod September 1985 - May 1988
CIBC Wood Gundy 1981 - 1985
Richardson Securities of Canada 1976 - 1978
Skills
Mutual Funds, Account Reconciliation, International..., Reorg, Securities, Equities, Capital Markets, Operations Management, Wealth Management, Back Office, Financial Services, Fixed Income, Hedge Funds, Investments, Derivatives, Portfolio Management, Bloomberg, Corporate Actions
Education
Centennial College 1968 — 1971
Psychology
Cedarbrae Secondary School 1963 — 1968
psychology
+Rosemere High School 1960 — 1961
Monklands High School 1959 — 1960
Contract Sr Operations SpecialistNCM CapitalJuly 2005 - October 2012
Computershare 1989 - 1999
Computershare May 1988 - October 1997
Scotia Mcleod September 1985 - May 1988
CIBC Wood Gundy 1981 - 1985
Richardson Securities of Canada 1976 - 1978
Skills
Mutual Funds, Account Reconciliation, International..., Reorg, Securities, Equities, Capital Markets, Operations Management, Wealth Management, Back Office, Financial Services, Fixed Income, Hedge Funds, Investments, Derivatives, Portfolio Management, Bloomberg, Corporate Actions
Education
Centennial College 1968 — 1971
Psychology
Cedarbrae Secondary School 1963 — 1968
psychology
+Rosemere High School 1960 — 1961
Monklands High School 1959 — 1960
Chris Kuflik's Scotia McLeod Experience 2009 - 2015
Job
Industry Investment Management
Experience
Scotia McLeod 2009 - 2015
Scotia McLeod 2009 - 2015
TD Waterhouse Private Client Services September 2001 - January 2009
Skills
ETFs, Investment Advisory, Alternative Investments, Wealth Management, Wealth, Mutual Funds, Asset Managment, Hedge Funds, Fixed Income, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Equities, Strategic Planning, Wealth Management..., Securities, Asset Management
Education
McGill University 1989 — 1991
The University of Western Ontario 1985 — 1989
Scotia McLeod 2009 - 2015
Scotia McLeod 2009 - 2015
TD Waterhouse Private Client Services September 2001 - January 2009
Skills
ETFs, Investment Advisory, Alternative Investments, Wealth Management, Wealth, Mutual Funds, Asset Managment, Hedge Funds, Fixed Income, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Equities, Strategic Planning, Wealth Management..., Securities, Asset Management
Education
McGill University 1989 — 1991
The University of Western Ontario 1985 — 1989
Mary-Ann Mears's Scotia McLeod Experience 1996 - 1998
Job Managing Broker at Sotheby's International Realty
Industry Real Estate
Experience
Sotheby's International Realty Canada July 2012 - Present
Ronald McDonald House Charities 2015 - 2015
CREB - Charitable Fundation 2010 - December 2014
CREB Charitable Foundation 2010 - December 2014
Re/Max (Mountain View) Real Estate December 2010 - June 2012
Prudential Toole Peet Real Estate 2001 - February 2011
Scotia Mcleod 1996 - 1998
Skills
Townhomes, Listings, Referrals, New Home Sales, Real Property, Property, Investment Properties, Seniors, Foreclosures, Move Up Buyers, First Time Home Buyers, ABR, Home Staging, New Homes, Short Sales, Acreage, Investors, Investments, Sales, House, Selling, Property Management, Condos, Great Motivator, Single Family Homes, Relocation, Sellers, Residential Homes, Management, Mentoring
Education
Mount Royal College
Recreational Management
Sotheby's International Realty Canada July 2012 - Present
Ronald McDonald House Charities 2015 - 2015
CREB - Charitable Fundation 2010 - December 2014
CREB Charitable Foundation 2010 - December 2014
Re/Max (Mountain View) Real Estate December 2010 - June 2012
Prudential Toole Peet Real Estate 2001 - February 2011
Scotia Mcleod 1996 - 1998
Skills
Townhomes, Listings, Referrals, New Home Sales, Real Property, Property, Investment Properties, Seniors, Foreclosures, Move Up Buyers, First Time Home Buyers, ABR, Home Staging, New Homes, Short Sales, Acreage, Investors, Investments, Sales, House, Selling, Property Management, Condos, Great Motivator, Single Family Homes, Relocation, Sellers, Residential Homes, Management, Mentoring
Education
Mount Royal College
Recreational Management
Karie Dow's Scotia McLeod Experience January 2000 - January 2001
Job Treasury Analyst at Alterna Savings
Industry Banking
Experience
Alterna Savings July 2004 - Present
Bank of Montreal January 2001 - January 2004
Scotia McLeod January 2000 - January 2001
Toronto Dominion Bank January 1990 - January 2000
Education
University of New Brunswick 1989 — 1994
CGA of Ontario
University of New Brunswick
Bachelor, Business Administration
Alterna Savings July 2004 - Present
Bank of Montreal January 2001 - January 2004
Scotia McLeod January 2000 - January 2001
Toronto Dominion Bank January 1990 - January 2000
Education
University of New Brunswick 1989 — 1994
CGA of Ontario
University of New Brunswick
Bachelor, Business Administration
Scott Hayman's Scotia McLeod Experience 1997 - 2001
Job President at Northwood Family Office
Industry Financial Services
Experience
Northwood Family Office February 2003 - Present
Scotia McLeod 1997 - 2001
RBC Dominion Securities 1991 - 1997
Skills
Portfolio Management, Personal Financial..., Financial Analysis, Financial Goals, Investments, Financial Modeling, Asset Managment, Wealth Management, Asset Management, Finance, Wealth Management...
Education
Brock University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Northwood Family Office February 2003 - Present
Scotia McLeod 1997 - 2001
RBC Dominion Securities 1991 - 1997
Skills
Portfolio Management, Personal Financial..., Financial Analysis, Financial Goals, Investments, Financial Modeling, Asset Managment, Wealth Management, Asset Management, Finance, Wealth Management...
Education
Brock University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Bernhard P Plett's Scotia McLeod Experience 1994 - 2003
Job Vice President at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 2015 - Present
CIBC Wood Gundy May 2014 - Present
MGI Securities 2003 - May 2014
August Insurance Agency Ltd. 1984 - 2013
Scotia McLeod 1994 - 2003
August Financial 1983 - 1994
Volleyball Manitoba 1978 - 1982
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Securities, Strategic Financial..., Asset Allocation, Equities, Portfolio Management, Retirement, Wealth, Estate Planning, Financial Services
Education
University of Manitoba 1972 — 1976
Batchelor of Physical Eductaon, Sport & Recreation management
CIBC Wood Gundy 2015 - Present
CIBC Wood Gundy May 2014 - Present
MGI Securities 2003 - May 2014
August Insurance Agency Ltd. 1984 - 2013
Scotia McLeod 1994 - 2003
August Financial 1983 - 1994
Volleyball Manitoba 1978 - 1982
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Securities, Strategic Financial..., Asset Allocation, Equities, Portfolio Management, Retirement, Wealth, Estate Planning, Financial Services
Education
University of Manitoba 1972 — 1976
Batchelor of Physical Eductaon, Sport & Recreation management
Kim Cripps's Scotia McLeod Experience February 2011 - July 2012
Job Sales Assistant at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns November 2014 - Present
CIBC July 2012 - November 2014
Scotia McLeod February 2011 - July 2012
scotiabank February 2009 - February 2011
BMO Financial Group January 2008 - February 2009
McFarlan Rowlands 2005 - 2005
Skills
Investments, Banking, Asset Managment, Retirement Planning, Strategic Financial..., Customer Service, Estate Planning, Mutual Funds, Insurance, Credit, Microsoft Office, Securities, Equities
Education
Canadian Securities Institute 2012 — 2012
Financial Planning I, Financial Planning and Services, Currently enrolled
Canadian Securities Institute 2010 — 2010
CPH, Banking, Corporate, Finance, and Securities Law
Canadian Securities Institute 2008 — 2008
CSC, Banking, Corporate, Finance, and Securities Law
Fanshawe College 2005 — 2007
Diploma, Financial Planning Services
BMO Nesbitt Burns November 2014 - Present
CIBC July 2012 - November 2014
Scotia McLeod February 2011 - July 2012
scotiabank February 2009 - February 2011
BMO Financial Group January 2008 - February 2009
McFarlan Rowlands 2005 - 2005
Skills
Investments, Banking, Asset Managment, Retirement Planning, Strategic Financial..., Customer Service, Estate Planning, Mutual Funds, Insurance, Credit, Microsoft Office, Securities, Equities
Education
Canadian Securities Institute 2012 — 2012
Financial Planning I, Financial Planning and Services, Currently enrolled
Canadian Securities Institute 2010 — 2010
CPH, Banking, Corporate, Finance, and Securities Law
Canadian Securities Institute 2008 — 2008
CSC, Banking, Corporate, Finance, and Securities Law
Fanshawe College 2005 — 2007
Diploma, Financial Planning Services
LINDA ALDRIDGE's Scotia McLeod Experience June 2007 - June 2007
Job PartTime Cashier at Loblaws Great Food
Industry Public Relations and Communications
Experience
Loblaws Great Food November 2014 - Present
Cleo November 2012 - November 2014
A. Holliday & Company Inc. May 2011 - July 2012
Professional Engineers of Ontario February 2009 - July 2009
Ontario Society of Occupational Therapists September 2008 - December 2008
Unilever Canada January 2008 - July 2008
Scotia McLeod June 2007 - June 2007
Bank of Montreal November 2006 - March 2007
Time Canda April 2005 - June 2006
Bank of Montreal (Fountain of Hope) October 2004 - April 2005
Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Data Entry, Typing, Internet, Interpersonal Skill, Time Management, Training, Human Resources, Administration
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Post Diploma, Human Resources Management Post Diploma Program
Job Finding Club
Loblaws Great Food November 2014 - Present
Cleo November 2012 - November 2014
A. Holliday & Company Inc. May 2011 - July 2012
Professional Engineers of Ontario February 2009 - July 2009
Ontario Society of Occupational Therapists September 2008 - December 2008
Unilever Canada January 2008 - July 2008
Scotia McLeod June 2007 - June 2007
Bank of Montreal November 2006 - March 2007
Time Canda April 2005 - June 2006
Bank of Montreal (Fountain of Hope) October 2004 - April 2005
Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Data Entry, Typing, Internet, Interpersonal Skill, Time Management, Training, Human Resources, Administration
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Post Diploma, Human Resources Management Post Diploma Program
Job Finding Club
Domenico Michetti's Scotia McLeod Experience September 2011 - April 2012
Job Business Development at BestHockey.ca / Hockey Scout
Industry Sports
Experience
ISS Hockey August 2015 - Present
BestHockey.ca March 2015 - Present
Dawson Men Hockey- Collegial AAA February 2015 - Present
Scotiabank January 2013 - May 2013
Le Château May 2012 - September 2012
Scotia McLeod September 2011 - April 2012
Skills
Teamwork, Microsoft Office, Customer Service, Time Management, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Leadership, Marketing
Education
Concordia University 2010 — 2014
Bachelor of Commerce (B.Com.), Major Finance & Minor Financial Reporting
Marianopolis College 2008 — 2010
DEC Commerce, Commerce
Loyola High School 2003 — 2008
High School Diploma
ISS Hockey August 2015 - Present
BestHockey.ca March 2015 - Present
Dawson Men Hockey- Collegial AAA February 2015 - Present
Scotiabank January 2013 - May 2013
Le Château May 2012 - September 2012
Scotia McLeod September 2011 - April 2012
Skills
Teamwork, Microsoft Office, Customer Service, Time Management, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Leadership, Marketing
Education
Concordia University 2010 — 2014
Bachelor of Commerce (B.Com.), Major Finance & Minor Financial Reporting
Marianopolis College 2008 — 2010
DEC Commerce, Commerce
Loyola High School 2003 — 2008
High School Diploma
Angela Campbell's Scotia McLeod Experience 1999 - 2001
Job Director, Equity Derivatives Trading and Sales
Industry Capital Markets
Experience
Scotia Capital 2008 - Present
Scotia Capital, Global Equity Derivatives Sales Trader March 2008 - May 2010
RBC DS INC 2001 - 2008
Procom January 2001 - January 2002
Scotia McLeod 1999 - 2001
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Financial Markets, Fixed Income, Investment Banking, Options, Sales, Trading, Trading Systems
Education
Brock University 1995 — 1999
Scotia Capital 2008 - Present
Scotia Capital, Global Equity Derivatives Sales Trader March 2008 - May 2010
RBC DS INC 2001 - 2008
Procom January 2001 - January 2002
Scotia McLeod 1999 - 2001
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Financial Markets, Fixed Income, Investment Banking, Options, Sales, Trading, Trading Systems
Education
Brock University 1995 — 1999
Jennifer Toscano's Scotia McLeod Experience
Job Administrative Associate at Scotia McLeod
Industry Investment Management
Experience
Scotia McLeod
Skills
Mutual Funds
Education
Universidad de Sevilla 1997 — 2000
Travel and Tourism
York University 1994 — 1995
Scotia McLeod
Skills
Mutual Funds
Education
Universidad de Sevilla 1997 — 2000
Travel and Tourism
York University 1994 — 1995
Kari Woo's Scotia McLeod Experience 1998 - 2000
Job Even Coordination/Proposal Marketing Specialist
Industry Marketing and Advertising
Experience
Digital Payment Technologies August 2010 - February 2012
Rocky Mountain Bicycles September 2008 - August 2010
Randstad Work Solutions January 2008 - September 2008
Contract Financial Planning 2005 - 2008
MD Management 2001 - 2005
Cartier Mutual Funds 2000 - 2001
Scotia McLeod 1998 - 2000
uniPHARM Wholesale Drugs Ltd. 1994 - 1997
Skills
Salesforce.com, Marketing, Competitive Analysis
Education
Canadian Securities Institute 2005 — 2005
Professional Financial Planning, Financial Planning and Services
British Columbia Institute of Technology / BCIT 2001 — 2003
Associate's degree, Financial Planning and Services
Canadian Securities Institute
Canadian Securities Course, Professional Financial Planner
British Columbia Institute of Technology / BCIT 1997 — 1998
Associate's degree, Marketing/Marketing Management, General
Digital Payment Technologies August 2010 - February 2012
Rocky Mountain Bicycles September 2008 - August 2010
Randstad Work Solutions January 2008 - September 2008
Contract Financial Planning 2005 - 2008
MD Management 2001 - 2005
Cartier Mutual Funds 2000 - 2001
Scotia McLeod 1998 - 2000
uniPHARM Wholesale Drugs Ltd. 1994 - 1997
Skills
Salesforce.com, Marketing, Competitive Analysis
Education
Canadian Securities Institute 2005 — 2005
Professional Financial Planning, Financial Planning and Services
British Columbia Institute of Technology / BCIT 2001 — 2003
Associate's degree, Financial Planning and Services
Canadian Securities Institute
Canadian Securities Course, Professional Financial Planner
British Columbia Institute of Technology / BCIT 1997 — 1998
Associate's degree, Marketing/Marketing Management, General
Alhadji Balde's Scotia McLeod Experience April 2001 - September 2003
Job Sr. Functional Analyst at CGI
Industry Investment Management
Experience
CGI Consultant Funct. Production AnalystCGIOctober 2012 - Present
Republic of Rwanda 2010 - 2014
Odesia May 2007 - March 2009
National Bank of Canada September 2003 - January 2007
Scotia McLeod April 2001 - September 2003
Skills
Derivatives (Rates, FX,..., Counterparty Risk..., Work Management ,..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Birmingham 1999 — 2001
Master of Business Administration (MBA), International Banking and finance
Université de Montréal - HEC Montréal 1997 — 1998
Certificat, Finance and Financial Management Services
Université de Montréal 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Mathematics (Actuary)
CGI Consultant Funct. Production AnalystCGIOctober 2012 - Present
Republic of Rwanda 2010 - 2014
Odesia May 2007 - March 2009
National Bank of Canada September 2003 - January 2007
Scotia McLeod April 2001 - September 2003
Skills
Derivatives (Rates, FX,..., Counterparty Risk..., Work Management ,..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Birmingham 1999 — 2001
Master of Business Administration (MBA), International Banking and finance
Université de Montréal - HEC Montréal 1997 — 1998
Certificat, Finance and Financial Management Services
Université de Montréal 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Mathematics (Actuary)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY