Experience
ScotiaMcLeod   February 2015 - Present
FirstEnergy Capital Corp  January 2008 - October 2014
Peters & Co Ltd.   December 2005 - December 2007
RBC Capital Markets  2002 - 2005
UBS Investment Bank / Enron Canada   2000 - 2002

Skills
Capital Markets, Equities, Valuation, Investments, Financial Modeling, Corporate Finance, Trading, Private Equity, Derivatives, Commodity, Portfolio Management, Mergers, Investment Banking, Financial Structuring, Hedging, Alternative Investments, Bonds, Equity Research, Options, Securities

Education
CFA Charterholder, CFA Institute   2002 — 2004

The University of Calgary   1996 — 1999
BComm, Finance

Experience
ScotiaMcLeod   September 2013 - Present
Scotia iTRADE  January 2012 - August 2013
Scotia iTRADE  June 2011 - December 2011

Skills
Trading, Microsoft Office, Foreign Exchange, Microsoft Excel, Investments, Microsoft Word, Customer Service, Access, Research, Portfolio Management, PowerPoint, Teamwork, Financial Services, Fixed Income, Investment Strategies, Finance, Data Analysis, Time Management, Risk Management, Wealth Management, Financial Advisory, Wealth, Analysis, Equities, Market Research, Financial Markets, Capital Markets, Business Analysis, Leadership, Derivatives, Strategic Planning, Options, Credit, Retirement Planning, Economics, Investment Advisory, Business Strategy, Mutual Funds, Banking, Financial Modeling, Securities, Asset Management, Corporate Finance, FX Options, Coaching, Valuation, Team Leadership, Retail Banking, Change Management, Financial Risk

Education
Seneca College of Applied Arts and Technology   2008 — 2011
Business Administration, Financial Planning

International School Moshi   2006 — 2008
International Baccalaureate

Experience
ScotiaMcLeod   March 2015 - Present
ScotiaMcLeod   April 2014 - March 2015
Scotiabank Global Banking and Markets  September 2013 - April 2014
Scotiabank  May 2013 - September 2013

Education
University of Guelph   2008 — 2012
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance

Experience
CIBC Wood Gundy  March 2014 - Present
ScotiaMcLeod   December 1989 - March 2014

Skills
Portfolio Management, Estate Planning, Private Banking, Investments, Asset Management, Wealth Management, Equities, Fixed Income, Financial Planning, High Net Worth..., Insurance Planning, Wealth, Investment Banking, Wealth Management..., ETFs, Bloomberg, Strategic Financial..., Asset Managment, Investment Strategies, Bonds, Investment Management, Asset Allocation, Investment Advisory, Valuation

Education
The University of British Columbia   1984 — 1989
B.Comm, Finance

Prince of Wales   1977 — 1982

Shaughnessy Elementary

Experience
Retirement Concepts  September 2015 - Present
Hay & Watson BC, Chartered Accountants   October 2011 - September 2015
SG & Associates, CA's   January 2010 - May 2010
ScotiaMcLeod   January 2009 - April 2009

Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Microsoft Excel, Microsoft Office, Assurance, Financial Accounting, Time Management, Leadership

Education
CA School of Business   2011 — 2013
Chartered Accountant, Accounting

Simon Fraser University   2007 — 2011
Bachelor of Business Administration, Accounting Honours, Finance

ESCP-EAP Europe   2010 — 2010
International Exchange, Business Strategy

Experience
ScotiaMcLeod   May 2014 - Present
ScotiaMcLeod   November 2009 - July 2013

Skills
Mutual Funds, Investments, Trading, Relationship Management, Customer Service, Investment Strategies, Asset Management, Asset Allocation, Investment Advisory

Education
Simon Fraser University   2004 — 2009
BBA, Finance, Marketing

Experience
ScotiaMcLeod   January 2010 - Present
Canadian Forest Products  2006 - 2009
Downie Timber   2004 - 2006

Skills
Wealth Management, Financial Services, Management, Small Business, Investment Strategies, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Investment Management, Portfolio Management, Alternative Investments, Asset Management, Equities, Securities, Wealth, Estate Planning, Retirement

Education
Canadian Securities Institute   2009 — 2020
Chartered Investment Manager, Finance, General

The University of British Columbia   2000 — 2004
B.Sc.F.

Experience
Colliers International Canada  December 2012 - Present
Bosa Properties  September 2012 - November 2012
ScotiaMcLeod   February 2012 - April 2012
Fifth Avenue Real Estate Marketing  April 2011 - August 2011
Bayview Properties   January 2011 - March 2011
Amacon  June 2004 - August 2009

Skills
Commercial Real Estate, Real Estate Development, Investment Properties, Real Estate Transactions, Land Acquisition, Disposition, Marketing, Market Research, Time Management, Advertising, Sales, Brokerage, Team Leadership, Teamwork, CRM, Dispositions

Education
University of British Columbia (Sauder School of Business)   2013 — 2016
Diploma of Urban Land Economics, Real Estate

University of Victoria   2010 — 2012
Bachelor of Commerce; Peter B. Gustavson School of Business, Business/Commerce, General, Graduated with Distinction

Universidade Nova de Lisboa   2011 — 2011
Masters, Marketing

Experience
ScotiaMcLeod   August 2005 - Present
BMO Nesbitt Burns  September 1983 - August 2005
Xerox Canada  1981 - 1983

Skills
Wealth Management, Investment Advisory, Asset Allocation, High Net Worth..., Investment Management, Investment Strategies, Retirement Planning, Mutual Funds, Estate Planning, Bonds, ETFs, Securities, Financial Planning, Retirement, Options, Fixed Income, Private Banking, Capital Markets, Financial Advisory, Alternative Investments, Equities, Portfolios

Education
University of Manitoba   1976 — 1981
B. Comm Honours, Marketing

Experience
ScotiaMcLeod   June 2014 - Present
HSBC Securities and National Bank Financial   May 2004 - June 2014

Skills
Alternative Investments, Asset Allocation, Asset Management, Business Strategy, Customer Service, Equities, Fixed Income, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Real Estate, Wealth Management, Financial Planning, Investment Management, Financial Analysis, Hedge Funds, Securities, Finance, Retirement Planning, Capital Markets

Education
Simon Fraser University

Experience
ScotiaMcLeod   August 2013 - Present
ScotiaMcLeod   January 2006 - Present

Skills
Private Banking, Insurance, Investments, Financial Planning, Portfolio Management, Tax, Wealth Management, Estate Planning, Banking, Financial Risk, Mutual Funds, Strategic Financial..., Asset Allocation, Asset Management, Wealth, Investment Advisory, Retirement Planning, Investment Strategies, Risk Management, Alternative Investments, Securities

Education
University of Alberta   2001 — 2005
BA, Economics

Experience
Lions Gate Hospital Foundation   September 2014 - Present
Raymond James Canada Foundation   August 2011 - Present
Raymond James  2005 - Present
TWC/Berkshire   2003 - 2005
ScotiaMcleod   2000 - October 2003

Education
West Vancouver Secondary School   1985 — 1990

Simon Fraser University

Experience
ScotiaMcLeod   December 2011 - Present
Integra Capital  May 2011 - December 2011
Integra Capital  March 2007 - May 2011
Fidelity Investments  2002 - 2006

Skills
Investments, Asset Management, Financial Planning, Wealth Management, Retirement Planning, Strategic Financial..., Wealth, Retirement, Investment Management, Financial Planners, Investment Advisory, Portfolio Management, Investment Strategies, Asset Allocation

Education
University of Guelph   1998 — 2002
B.A, Economics, English

Experience
John Hancock Financial Services  January 2013 - Present
Scotia Private Client Group, Scotiatrust   June 2010 - December 2012
ScotiaMcLeod   December 2006 - June 2010
Caicos Skyriders Ltd.   January 2004 - December 2006
Royal Kruger Lodge   November 2000 - December 2003
BMO Nesbitt Burns  September 1998 - October 2000
Royal Trust Company   January 1987 - September 1998

Skills
Instructional Design, Adult Education, Performance Management, Performance Consulting, Team Leadership, Client Relationship..., Training, Leadership Development, Wealth Management, Strategy, Employee Engagement, Succession Planning, CRM, Leadership, Relationship Management, Employee Training, Change Management, Coaching, Needs Analysis, Learning Management, Workshop Facilitation, Program Management, Management

Education
Seneca College of Applied Arts and Technology   2006 — 2008
Adult Education and Staff Learning, Adult Education, High Honours

Kipling Collegiate

Experience
ScotiaMcLeod   2006 - Present
E*TRADE Canada  2004 - 2006
RBC  2003 - 2004

Skills
Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Insurance Planning, Stocks, Bonds, Mutual Funds, ETFs, Hedge Funds, Derivatives, Estate Planning, Retirement Income..., Pensions, Asset Allocation, Investment Advisory, Retirement

Education
St. Francis Xavier University   1998 — 2002
BBA, Finance

Cobequid Education Center   1995 — 1998
High School

Experience
ScotiaMcLeod   March 2011 - Present
HSBC Canada  September 2005 - March 2011

Skills
Banking, Portfolio Management, Strategic Financial..., Mutual Funds, Wealth Management, Investments, Retirement Planning, Finance, Financial Services, Wealth, Investment Management, Relationship Management, Financial Analysis, Risk Management

Education
The University of Calgary   1993 — 1996
Bachelor of Arts (B.A.)

Experience
CIBC Wood Gundy  October 2012 - Present
RBC Dominion Securities  September 2009 - October 2012
ScotiaMcLeod   2008 - 2009

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Wealth, Coaching, Small Business, Finance, Investments, Investment Strategies, Retirement, Financial Planners, Mutual Funds, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Financial Planning

Education
Technion - Israel Institute of Technology   1981 — 1984
Ph.D, Applied Mathematics

Technion - Israel Institute of Technology   1977 — 1981
BS.c, Applied Mathematics

Experience
BMO Nesbitt Burns  2011 - Present
ScotiaMcLeod   December 2007 - January 2011
Scotiabank  December 2004 - December 2007

Skills
Wealth Management, Securities, Mutual Funds, Investments, Customer Service, Banking, Retirement Planning

Education
Seneca College of Applied Arts and Technology
Business

Experience
CIBC Wood Gundy  March 2013 - Present
National Bank Financial  March 2011 - March 2013
Visions Kitchen Showcase   October 2009 - January 2011
ScotiaMcLeod   February 2006 - December 2008
BDC  2008 - 2008

Skills
Investments, Insurance, Selling Businesses, Insurance Planning, Mergers, Wealth Management, Tax, Estate Planning, Retirement Planning, Permanent Portfolio, Holding Companies, Tax Exempt Life..., Group Benefits, Group Insurance, Conservative Investments, Tax Planning, Retirement Projections, Market Reports, Radio Reports, Media Comments, Market Analysis, Stock Market, Stocks, Bonds, Gold Investing, Investing in Gold, Life Insurance, Retirement, Financial Planners, Business Planning, Investment Strategies, Finance, Mutual Funds, Investment Advisory, Banking, Small Business, Wealth, Disability Insurance, Asset Allocation

Education
University of Manitoba   2003 — 2008
Bachelor of Commerce (Honours), Finance & Entrepreneurship

Canadian Securites Institute
Investments and Securities

Experience
BMO Nesbitt Burns  September 2011 - Present
Wellington West  February 2007 - August 2011
ScotiaMcLeod   May 1996 - February 2007
AT&T Capital Inc.   February 1994 - April 1996
National Leasing  February 1988 - January 1994

Skills
Finance, Wealth Management, Investment Strategies, Investment Management, Investments, Portfolio Management, Financial Markets, Risk Management, Insurance, Asset Allocation, Investment Banking, Investment Advisory, Financial Services, Retirement Planning, Retirement

Education
University of Manitoba   1982 — 1987
B.A. Econ., B. Comm. (Honours), Economics/ Marketing

Experience
MagPower Systems Inc.   October 2009 - Present
LNG Direct Rail Ltd.   June 2011 - Present
Adastra Energy Inc.   January 2011 - Present
New Carolin Gold Corp   January 2010 - Present
Peak Producers Inc.   2003 - Present
Urban Communications   2006 - 2008
Acuity Funds  2000 - 2003
SVC O'Donnell   January 1999 - December 2000
ScotiaMcLeod   August 1989 - September 1998

Skills
Financial Markets, Venture Capital, Private Equity, Executive Management, Restructuring, Business Planning, Strategic Planning, Entrepreneurship, Management

Education
Simon Fraser University   2003 — 2006
BA, English

Simon Fraser University   1986 — 1988
BA, Economics

Burnaby Central

Experience
ScotiaMcLeod   2002 - Present
SPCG   2000 - 2012

Skills
Investments, Wealth Management, Banking, Insurance, Investment Strategies, Portfolio Management, Investment Advisory, Options, Asset Allocation, Mutual Funds

Education
Simon Fraser University
BBA, Finance, Marketing

Experience
Deloitte  2007 - Present
RT Capital Management   2003 - 2006
Navigator  1999 - 2002
ScotiaMcLeod   May 1990 - December 1992

Skills
Strategy, Management Consulting, Business Strategy, Venture Capital, Researching New..., Public Speaking, Impact of Technology, Mobile Devices, Mergers, Predictor, Visionary, Visionary Thinking, Strategic Visionary, Cleantech, Mobile Technology, technology innovation, Technology, Media, Telecommunications, Entrepreneurship, Equity Research, Mergers & Acquisitions, Corporate Development, Program Management, Start-ups, Investments, Competitive Analysis, Thought Leadership, Strategic Consulting, Executive Management, Leadership, Business Transformation, Corporate Finance, Business Development, Restructuring, Private Equity, Due Diligence, Portfolio Management, Valuation, IT Strategy

Education
The University of British Columbia   1982 — 1988
BA, Political Science

Experience
Goodman Berman Mehta LLP   May 2014 - August 2014
TD  May 2013 - September 2013
Glentel Inc.  September 2012 - March 2013
ScotiaMcLeod   July 2011 - August 2011
Azuria Group   May 2011 - June 2011
ListenUP! Canada  February 2008 - September 2009

Education
University of Ottawa   2013 — 2016
Doctor of Law (JD)

Ryerson University, Ted Rogers School of Management   2008 — 2012
Bachelor of Commerce, Finance

Wilfrid Laurier University   2007 — 2008
Bachelor of Business Administration (BBA)

Experience
Great-West Life  May 2010 - Present
Great-West Life  2010 - 2013
ScotiaMcLeod   November 2008 - May 2010
Great-West Life  November 2001 - October 2008
Freedom 55 Financial  June 1996 - October 2001
London Life  May 1992 - May 1996

Skills
Financial Advisory, Insurance, Life Insurance, Employee Benefits, Financial Services, Wealth, Retirement Planning, Critical Illness, Retirement, Financial Planners, Business Strategy, Wealth Management, Disability Insurance, Investments, Pensions, Certified Financial..., Financial Planning

Education
University of Manitoba   1987 — 1992
B.Comm(Hons)

Experience
ScotiaMcLeod   April 2013 - Present
RBC Wealth Management  December 2009 - April 2013
BMO Harris Private Banking  January 2008 - November 2008
RBC Wealth Managment  November 2004 - December 2007
RBC Wealth Management - Financial Planning   October 2003 - October 2004
RBC Dominion Securities  February 2003 - August 2003
RBC Wealth Management - Financial Planning   January 2002 - January 2003
RBC Royal Bank  September 1998 - December 2001

Skills
Financial Planning, Asset Management, Succession Planning, Wealth Transfer, Wealth Management, Estate Planning, Retirement Planning, Investments, Private Banking, Insurance Planning, Charitable Giving, Strategic Financial..., Financial Planners, Wealth, Mutual Funds, High Net Worth..., Portfolio Management, Investment Management, Investment Advisory, Finance

Education
Society of Trust and Estate Practitioners   2009 — 2012
TEP, Student Member

Canadian Securities Institute   2009 — 2009
LLQP (Full), Insurance

Canadian Securities Institute   2002 — 2002
Branch Mgrs Course, Investment Compliance and Ethics

Canadian Securities Institute   2000 — 2001
Canadian Investment Management (CIM) Program, Advanced Investment and Portfolio Management

Canadian Securities Institute   2000 — 2001
Financial Management Advisor Program (FMA), Advanced Financial Planning

Canadian Securities Institute   1998 — 1999
PFPC, Financial Planning

Canadian Securities Institute   1998 — 1998
CPH, Investments Compliance & Ethics

Canadian Secuities Institute   1996 — 1997
CSC, Investment

University of Ottawa   1990 — 1996
Sociology

Experience
ScotiaMcLeod   June 2014 - Present
Scotiabank  August 2011 - May 2014
Club Proform   January 2011 - August 2011
Ville de Saint-Lambert  June 2007 - December 2010

Education
Université de Montréal   2010 — 2013
Bachelor of Science (BSc)

Experience
RBC  July 2015 - Present
ScotiaMcLeod   January 2015 - July 2015
Central Bank of Venezuela  January 2012 - December 2012
Central Bank of Venezuela  March 2009 - December 2011
VIPCapital   January 2011 - November 2011
Espiñeira, Pacheco y Asociados (PricewaterhouseCoopers)   July 2008 - February 2009
Espiñeira, Pacheco y Asociados (PricewaterhouseCoopers)   August 2007 - June 2008

Skills
Financial Analysis, Economics, Microsoft Excel, Microsoft Office, Risk Management, Data Analysis, Teamwork, Business Strategy, Business Analysis, PowerPoint, Corporate Finance, Managerial Finance, Financial Risk, Accounting, Strategic Planning, Entrepreneurship, Management Consulting, Consulting, Strategic Consulting

Education
Schulich School of Business   2013 — 2014
Master of Business Administration (M.B.A.), Finance

Universidad Metropolitana (VE)   2004 — 2010
Bachelor's degree, Business/Managerial Economics

Universidad Metropolitana (VE)   2004 — 2010
Bachelor's degree, Accounting

Colegio Don Bosco de Altamira   1993 — 2004

Experience
ScotiaMcLeod   February 2015 - Present
ScotiaMcLeod   November 2014 - February 2015
ScotiaMcLeod   January 2014 - October 2014
Revenu Québec  May 2013 - August 2013
Vélo-Sécur   May 2012 - September 2012
ScotiaMcLeod   2011 - 2011
Camp Trois-Saumons (Camps Odyssée)   2010 - 2010

Skills
Service client, Relations clients, Gestion de patrimoine, Services de gestion de..., Finance, Services financiers, Fonds mutuel, Planification de..., Planification succession, Obligations, Obligations/titres à..., Customer Service, Analyse financière, Fiscalité, Banque, Consulting, Leadership, Anglais, English, Human Resources, Coaching, Relations publiques, Parler en public, Teamwork, Réseaux sociaux, Facebook, Gestion des risques, Stratégie, Collecte de fonds, Labor Relations, Marketing par e-mail, Networking social, Employee Relations, Management, Organizational..., Recruiting, French, Planification..., Talent Acquisition, Industrial Relations, Change Management, Project Management, Data Encryption Standard, Relations au travail, Microsoft Office, Microsoft Excel, DES, Travail d'équipe, Recrutement, Sales

Education
Canadian Securities Institute (CSI)   2014 — 2015
Programme de formation du conseiller en placement (90 jours), Droit bancaire, des affaires, de la finance et des valeurs mobilières

Université Laval   2011 — 2013
Baccalauréat, Relations industrielles

College de Maisonneuve   2006 — 2009
Diplôme d'étude collégiale, Sciences humaines, Profil individu

Canadian Securities Institute (CSI)
Cours sur le commerce des valeurs mobilières au Canada (CCVM), Droit bancaire, des affaires, de la finance et des valeurs mobilières

Canadian Securities Institute (CSI)
Cours relatif au Manuel sur les normes de conduite (MNC), Droit bancaire, des affaires, de la finance et des valeurs mobilières

Collège Charles-Lemoyne
DES

Experience
ScotiaMcLeod   2009 - Present
Edmonton Mayor's Prayer Breakfast   2012 - Present
ShareLife Foundation   2009 - Present
S A Klemke Enterprises Ltd   2007 - 2009
KMC Mining   2000 - 2008
Finning   May 2007 - August 2007

Skills
Financial Analysis, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Portfolio Management, Securities, Private Equity, Investment Strategies, Financial Advisory, Management, Investment Management, Estate Planning, Asset Allocation, Risk Management, Financial Services, Wealth, Financial Planners, Venture Capital, Finance, Mining, Heavy Equipment, Non-profit Board..., Private Foundations, Alternative Investments, Mutual Funds, Insurance, Asset Management, Equities, Fixed Income, Retirement, ETFs, Valuation, Wealth Management..., Personal Financial..., Bonds, Financial Planning

Education
Canadian Securities Institute
Chartered Investment Manager (CIM®), Investments and Securities

Certificate in Advanced Investment Advice
Canadian Securities Institute, Investments and Securities

Canadian Securities Institute

University of Alberta
Bachelor of Commerce

Alberta Insurance Council

Experience
ScotiaMcLeod   Striving to bring insight to every investment, intelligence to every trade and integrity to every plan.$

Skills
Wealth Management, Investments, Investment Strategies, Estate Planning, Alternative Investments, Asset Management, Trading, Securities, Common Sense, Investment Management, Portfolio Management, Investment Advisory, Fixed Income, Capital Markets, ETFs, Equities

Education
Canadian Securities Institute
Chartered Investment Manager, Risk Analysis and Portfolio Management

University of Colorado Boulder
Bachelor of Business Administration (BBA)

Experience
Rogers Communications  February 2015 - Present
Rogers Communications Inc  November 2009 - Present
Rogers Communications Inc  July 2007 - November 2009
Rogers Communications  October 2006 - July 2007
ScotiaMcLeod   August 2003 - July 2006

Skills
Onboarding, Employee Relations, Talent Management, Deferred Compensation, Employee Engagement, Performance Management, HRIS, Applicant Tracking..., Succession Planning, PeopleSoft, Organizational..., Human Resources, Workforce Planning, Coaching, Change Management, HR Consulting, Training, Interviews, HR Policies, New Hire Orientations, Personnel Management

Education
Seneca College   2007 — 2010
Post Graduate Certificate, Human Resources Management

University of Guelph   1999 — 2002
Bachelor of Arts, Management Economics

Experience
ScotiaMcLeod   April 2014 - Present
RBC  March 2013 - April 2014
RBC  May 2010 - April 2014
Scotiabank  January 2008 - March 2010
Noble Group of Finance   April 2005 - January 2008

Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Retirement, Estate Planning, Mortgage Lending, Financial Planners, Portfolio Management, Life Insurance, Debt Consolidation, Insurance, Credit, Financial Advisory, Critical Illness, Pensions, Disability Insurance, High Net Worth..., Financial Planning

Education
Trident University International
MBA

Experience
Select Mortgage-The Mortgage Centre   August 2013 - Present
Scotiabank  May 2012 - August 2013
Scotiabank  January 2010 - May 2011
Scotiabank  July 2009 - April 2010
ScotiaMcLeod   February 2007 - July 2009

Skills
Time Management, Event Planning, Event Management, Customer Service, Budgets, Banking, Credit, Leadership, Sales, Cash Management, Residential Mortgages, Mortgage Lending, Investments, Portfolio Management

Education
The University of Western Ontario

UBC-Sauder School of Business
Mortgage Brokerage

University of Ottawa / Université d'Ottawa

Experience
Richardson GMP  November 2013 - Present
Macquarie Private Wealth Inc.  February 2010 - November 2013
Blackmont Capital  September 2006 - February 2010
ScotiaMcLeod   August 1996 - August 2006
LMS Canada Inc.   June 1992 - August 1996
Cityscape Real Estate   July 1989 - May 1992
IBM Canada Inc.  September 1985 - June 1989

Skills
Financial Planning, Investments, Securities, Wealth, Risk, Strategic Financial..., Finance, Financial Services, Financial Risk, Risk Management, Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Portfolio Management

Education
University of Manitoba   1981 — 1985
Bachelor, Commerce Honors Finance

Experience
M-ID Cargo Solutions   July 2010 - Present
Rogers Communications Inc.  November 2008 - December 2010
Rogers Communications  2005 - 2008
MatrixIT   2004 - 2005
ScotiaMcLeod   1999 - 2002

Skills
RFID, Business Strategy, Product Management, Strategic Partnerships, RFID+, New Business Development, International Sales, Start-ups, Product Marketing, Mobile Devices, Solution Selling, Business Development, Business Planning, Management, Entrepreneurship, Strategy, Enterprise Software, Competitive Analysis, SaaS, Training, Key Account Management, Direct Sales, E-commerce, Integration, International Business, Cloud Computing, Cross-functional Team..., Lead Generation, Go-to-market Strategy, Sales, Consulting, Product Development, CRM, B2B, Sales Operations, Channel Partners, Wireless, P&L Management, Sales Process, Selling, Professional Services, Team Management, Online Marketing, Mobile Technology, Telecommunications, Business Alliances, Sales Management, Salesforce.com, Account Management, Pre-sales

Education
University of Ottawa   1995 — 1999

CCSG

Experience
ScotiaMcLeod   January 2010 - Present
ScotiaMcLeod   November 2007 - January 2010

Skills
Investments, Investment Strategies, Wealth Management, Asset Allocation, Mutual Funds, Equities, Portfolio Management, Investment Advisory, Asset Management, Investment Management

Education
University of Guelph   2000 — 2004
Bachelor of Arts (B.A.)

Philip Pocock secondary school   1996 — 2000

Experience
ScotiaMcLeod   2004 - Present

Skills
Wealth Management, Retirement Planning, Investment Strategies, Model Portfolios, Investment Advisory, Mutual Funds, Asset Allocation, Securities, Investments, Insurance, Relationship Management, Strategic Financial..., Estate Planning, Portfolio Management, Asset Management, Equities, Financial Advisory, Financial Analysis, Risk Management, Investment Management, Customer Service, Private Banking, Fixed Income, Financial Markets, Stocks, Stock Market Analysis, Separately Managed..., New Business Development, Financial Services, Tactical Asset..., Estate Tax Planning, Wills, Wealth Accumulation..., Bonds, ETFs, new issues, Preferred Stock, Wealth Preservation..., Cash Flow Statements, Cash-flow Management, Pensions, Personal Finance, Money Management, Personal Tax Planning, Investment Selection, Equity Management, private wealth, Client Development, Alternative Investments, Manage Client...

Education
Simon Fraser University   1988 — 1989
Small Business Diploma

The University of British Columbia   1980 — 1984
Bachelor of Education (BEd)

Experience
GHY International  1992 - Present
Geo. H. Young & Co. Ltd.   1983 - Present
ScotiaMcLeod   1979 - 1983

Skills
International Trade, Customs Regulations, Strategic Planning, Supply Chain, Trade Compliance, Import, Logistics, Ocean, Freight, International Logistics, Export, Transportation, New Business Development, Risk Management, Freight Forwarding, Supply Chain Management, Sales Management, Air Freight, Customs Brokerage, Negotiation

Education
University of Manitoba   1973 — 1978
Bachelor of Commerce (B.Com.), Finance, General

University of Manitoba   1973 — 1978
Bachelor of Arts (BA), Economics

Experience
ScotiaMcLeod   Director, InsuranceScotiaMcLeod2004 - Present

Education
University of Guelph   1993 — 1997

Experience
University of Toronto  2013 - Present
Pulse Canada Voice   2011 - 2013
Thales Rail Signalling Solutions  2009 - 2011
Celebrations Banquet Hall   2000 - 2009
University of Guelph  2005 - 2008
ScotiaMcLeod   2006 - 2007
APM Digital Computers   1998 - 2003

Skills
Software Documentation, Integration, Systems Engineering, Testing, System Design, Requirements Analysis, Project Planning, Microsoft Office, Analysis, Problem Solving, Team Leadership, Embedded Systems, System Architecture, Java, CRM, Customer Service, Systems Analysis, ZigBee, Arduino, C, Excel, Project Coordination, Telelogic DOORS, IT Operations, Labview, Project Engineering, Software Project..., Radio, Blackberry, C++, VHDL, Business Process, Signaling, Android, Xbee, Signalling, SDLC, IT Strategy, Software Implementation, SaaS, Professional Services, UML, Software Design, Agile Methodolgy, Agile Testing, JIRA, Selenium, SQL DB2, SOW, RESTful WebServices

Education
University of Guelph
Bachelor of Engineering (B.Eng.)

University of Guelph
M. Eng

Experience
DUSTIN SHAVER   January 2011 - Present
Great-West Life  August 2009 - October 2010
Western Financial Group  May 2009 - July 2009
ScotiaMcLeod   March 2007 - March 2008
MEYERS NORRIS PENNY  August 2005 - October 2005
England London Organization   February 2003 - January 2005

Education
University of Manitoba   2005 — 2009
B.Comm.(Hons.), Finance and International Business

Experience
TD Bank Financial Group  December 2012 - Present
JSimmonds Consulting Group   March 2012 - December 2012
Gluskin Sheff + Associates  January 2007 - March 2012
UBS Global Asset Management  2000 - 2006
RT Capital/ UBS Global Asset Management   2000 - 2006
ScotiaMcLeod   1987 - 1999

Skills
Asset Managment, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Securities, Equities, Investment Management, Investments, Wealth Management, Portfolio Management, Risk Management, Asset Management, Financial Services, Leadership, Executive Management

Education
ICAO   1978 — 1983
Chartered Accountant, Accounting

University of New Brunswick   1973 — 1977
BBA, Business

Experience
Fidelity Investments  August 2006 - Present
Fidelity Investments  August 2004 - August 2006
CIBC Imperial Service  October 2003 - August 2004
BMO Nesbitt Burns  January 2000 - June 2003
ScotiaMcLeod   March 1998 - December 1999

Skills
Estate Planning, Asset Allocation, Investments, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Sales, Investment Strategies, Financial Advisory, Fixed Income, Equities, Business Strategy, Practice Management, Investment Advisory, Personal Financial..., Certified Financial..., Portfolio Management, High Net Worth..., Retirement Planning, ETFs, Financial Services, Series 63, Alternative Investments, Securities

Education
Financial Planning Standards Council   1999 — 1999
Certified Financial Planner (CFP), Financial Planning

Canadian Securities Institute   1987 — 1997
Professional Financial Planning Course

Canadian Securites Institure   1996 — 1996
Conduct and Practices Handbook

University of Ottawa   1992 — 1996
B Comm, Finance/Entrpreneurial Management

Canadian Securities Institute   1993 — 1993
Canadian Securiteis Course

Experience
ScotiaMcLeod   October 2012 - Present
Raymond James  April 2007 - October 2012
MGI Financial  January 2005 - March 2007

Skills
Wealth Management, Investments, Portfolio Management, Banking, Microsoft Excel, Business Analysis, Customer Service, Microsoft Office, Strategic Planning, Sales, Budgets, Project Management

Education
Saint Lawrence College

Experience
ScotiaMcLeod   October 2012 - Present
Raymond James  May 2002 - October 2012

Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Alternative Investments, Strategic Financial..., Retirement, Securities, Portfolio Management, Equities, Series 7, Asset Management

Education
University of Ottawa
Commerce

Experience
Manulife Securities Incorporated  March 2009 - Present
ScotiaMcLeod   1998 - 2009
Union Gas  1993 - 1998
BDO Dunwoody  1989 - 1991
Ernst & Young  1988 - 1989
Kessel Feinstein   1986 - 1988

Skills
Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Strategic Financial..., Securities, Equities, Investments, Asset Managment, Portfolio Management, Retirement Planning, High Net Worth..., ETFs, Mutual Funds, Wealth Accumulation, Investment Management, Financial Advisory, Financial Services, Personal Finance, Wealth Management..., Asset Management, Estate Planning, Finance, Financial Markets

Education
Canadian Securities Institute   1996 — 1998
Various courses

Canadian Institute of Chartered Accountants   1990 — 1990

South African Institute of Chartered Accountants   1989 — 1989

University of Cape Town   1986 — 1986
Certificate in the Theory of Accounting

University of Cape Town   1981 — 1984
Bcom

Hottentots Holland High School   1976 — 1980

Experience
Great-West Life  May 2014 - Present
Qtrade Financial Group  October 2006 - April 2014
Qtrade Financial Group  March 2009 - October 2011
Qtrade Financial Group  October 2006 - March 2009
Credential  June 2003 - October 2006
Investors Group Financial Services Inc.  June 2002 - June 2003
Canadian Western Trust  January 2001 - June 2002
ScotiaMcLeod   June 2001 - January 2002

Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Investment Advisory, Wealth, Retirement Planning, Securities, Insurance, Asset Managment, Investment Strategies, Estate Planning, Retirement, Portfolio Management, Investment Management, Equities, Financial Services, Mortgage Lending, Asset Management, FX Options, Fixed Income, Banking, Business Planning, Critical Illness, Personal Finance, Credit Analysis, Alternative Investments, Financial Planners, Relationship Management, Financial Advisory, Asset Allocation, Credit, Bonds, Certified Financial..., Life Insurance, Loans, Wealth Accumulation, Disability Insurance, Financial Analysis, Trading, Fixed Annuities, Wealth Management..., Risk Management, Pensions, Finance, Training Delivery, Coaching, Team Management, Project Management, Sales

Education
Simon Fraser University   1996 — 1999
Criminology and Political Science

Experience
ScotiaMcLeod   June 2015 - Present
Alberta Investment Management Corporation (AIMCo)   August 2011 - August 2012
Alberta Investment Management Corporation (AIMCo)   June 2007 - August 2011
Alberta Finance  May 2006 - June 2007
TD Waterhouse  April 2000 - May 2006

Skills
Bonds, Equity Derivatives, Equity Trading, Options, Private Equity, Derivatives, Credit Derivatives, Customer Service, Visio, Program Trading, Algos, Dark Pools, Block Trading, Delta One, Execution Management..., Charles River IMS, Eagle PACE, Options Strategies, Trading Systems, FX trading, Financial Markets, Electronic Trading, Market Risk, Hedge Funds, Foreign Exchange, Equity Research, Structured Products, Equities, Fixed Income

Education
University of Alberta   1994 — 1998
B.Comm., With Distinction

CFA Institute
CFA Charterholder

Experience
PPI Solutions   2013 - Present
Hub Financial  April 2009 - March 2013
CIBC Wood Gundy  January 2007 - March 2009
ScotiaMcLeod   January 2002 - January 2007

Skills
Fixed Annuities, Wealth Management, Long-term Care, Life Insurance, Financial Advisory, Investments, Critical Illness, Mutual Funds, Insurance, Investment Advisory, Financial Planners, Pensions, Portfolio Management, Retirement Planning, Strategic Financial..., Wealth, Disability Insurance, Estate Planning, Asset Allocation, Retirement

Education
Seneca College of Applied Arts and Technology   1996 — 1999
Business Administration Diploma, Business

Experience
Richardson GMP  2013 - June 2014
Macquarie Group  2008 - 2013
ScotiaMcLeod   February 2001 - April 2008
BMO Nesbitt Burns  1999 - 2000

Education
Simon Fraser University
Bachelor's degree, Economics