TD Canada Trust
Industry: Commercial banking company
DescriptionTD Canada Trust is the personal, small business and commercial banking operation of the Toronto-Dominion Bank in Canada. TD Canada Trust offers a range of financial services and products to more than 10 million Canadian customers through more than 1,100 branches and 2,600 "Green Machine" ATMs. Customer service: 00 1 416-983-5393 CEO: Bharat Masrani (2014–) Headquarters: Toronto, Canada Founded: 2000, Toronto, Canada Parent organization: Toronto–Dominion Bank Subsidiaries: CNH Capital Canada Receivables Trust, TD Canada Trust, Asset Management Arm
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TD Canada Trust Employees
ATB Private Counsel August 2015 - Present
CFA Society Calgary June 2015 - Present
ATB Financial March 2011 - August 2015
Calgary CFA Society August 2013 - June 2015
ATB Investment Management Inc May 2008 - March 2011
ATB Investment Management Inc March 2007 - May 2008
TD Canada Trust August 2005 - March 2007
Education
University of Calgary 2001 — 2004
BA in Economics, Economics
TD Canada Trust April 2001 - Present
Skills
Home Equity Lines of..., Residential Mortgages, Construction Loans, Mortgage Lending, Debt Consolidation, Investment Properties, Credit Analysis, Commercial Mortgages, Credit, Refinance, Lines Of Credit, Home Equity, Loans, Retail Banking
Education
The University of Calgary
BA Econ, Economics
Canadian Securities Institute
Western Canada High School
RBC January 2015 - Present
Desjardins August 2014 - Present
RBC June 2013 - August 2014
RBC July 2010 - June 2013
RBC December 2007 - July 2010
TD Canada Trust February 2005 - December 2007
Skills
Credit Analysis, Credit, Negotiation, Banking, Loans, Credit Risk, Business Planning, Small Business, Analysis, Financial Analysis, Due Diligence, Finance, Mortgage Lending, Retail Banking, Commercial Banking, Account Management, Investments, Risk Management, Portfolio Management
Education
Université du Québec à Montréal 2013 — 2016
Certificat En Planification Financiere
RBC Learning 2010 — 2010
Certificate, Financial Analysis
INVESTMENT FUNDS INSTITUTE OF CANADA
Mutual Fund Sales License
Université du Québec à Montréal
B.A.A., Finance
Verico Paragon Mortgage Group Inc. November 2005 - Present
TD Canada Trust 2003 - 2005
Home Loans Canada 2000 - 2003
Skills
Residential Mortgages, Mortgage Lending, Loans, Refinance
Education
University of California, Berkeley
TD Waterhouse March 2013 - Present
TD Canada Trust May 2008 - February 2013
Skills
Investments, Strategic Financial..., Wealth Management..., Investment Advisory, Investment Strategies, Mutual Funds, Wealth Preservation..., Wealth Accumulation, Tax Advisory, TFSA, RESP, Professional..., Retirement Planning, Wealth Management, Financial Planners, Financial Advisory, Financial Planning, Loans
Education
Financial Planning Standards Council
Canadian Securities Institute 2013 — 2013
University of Guelph 2003 — 2008
Bachelor of Commerce (B.Comm.), Economics and Finance
Self employed 2013 - 2014
The CUMIS Group January 2007 - September 2013
The CUMIS Group February 2004 - December 2006
Canada Life January 2001 - August 2003
TD Canada Trust January 2000 - December 2000
The Trust Company of Bank of Montreal April 1996 - January 2000
Montreal Trust Company of Canada April 1986 - April 1996
Montreal Trust 1986 - 1996
Skills
Wealth Management, Insurance, Strategic Planning, Leadership, Retirement Planning, Budgets, Investments, Financial Services, Employee Benefits, Sales Management, Risk Management, Sales Force Development, Management, Wealth, Mutual Funds, Financial Advisory, Banking, Investment Strategies, Business Development, Talent Management, Strategic Financial..., Portfolio Management, Relationship Management, Pensions, Retirement, Retirement Services, Operations Management, Budgeting, Customer Service, Financial Reporting, Financial Management..., Anti Money Laundering, Change Management, Complaint Management, Contract Negotiation, Business Strategy, Nonprofits, Not for Profit, Credit Unions, Sales Operations, Product Development, Asset Allocation, Strategy
Education
University of Guelph 1982 — 1986
BA, Geography, History
RBC June 2013 - Present
TD February 2013 - June 2013
TD Canada Trust March 2010 - February 2013
TD Canada Trust December 2007 - March 2010
TD Canada Trust December 2006 - December 2007
Skills
Mortgage, Credit, Investments, Financial Planning, Mortgage Lending, Relationship Manager, Sales, Risk Management, Banking, Finance, Loans, Strategic Financial..., Mutual Funds, Business Development, Relationship Management, Credit Analysis, Debt Consolidation, Residential Mortgages, Financial Risk, Insurance, Credit Risk, Retail Banking, Financial Markets, Customer Service, Negotiation, Real Estate, New Business Development, Budget, Wealth Management, Financial Services, Portfolio Management, Financial Analysis
Education
AACEI 2012 — 2012
Skills and knowledge of Cost Engineering, Cost Engineering
Canadian Securities Institute 2011 — 2011
Canadian Securities Course (CSC)
Canadian Securities Institute 2009 — 2009
Professional Financial Planning Course, PFPC
The University of Calgary 2001 — 2006
Bacholar of Arts, Economics
SWC
Dupont Contracting March 2014 - Present
Holt Renfrew November 2011 - March 2014
TD Canada Trust January 2008 - November 2011
TD Canada Trust September 2009 - January 2011
Skills
Marketing, Marketing Comm, Retail, Multi-channel Marketing, Event Management, Event Planning, Sales Management, Leadership, Organizational..., Problem Solving, Visual Merchandising, Customer Experience, Time Management, Customer Service, Customer Satisfaction, Market Research, Merchandising, Team Building, Fashion, Marketing Strategy, Training, Social Media, Advertising, Recruiting, CRM, Sales, Team Leadership, Inventory Management, Social Media Marketing, Marketing Communications, Coaching, Teamwork, Social Networking, Public Relations, Management
Education
University of Guelph 2007 — 2011
Honours BBA, Marketing
Canadian Pacific Railway August 2014 - Present
Canadian Pacific Railway April 2013 - August 2014
Canadian Pacific Railway May 2011 - May 2014
GE Capital February 2007 - January 2011
Synergy Leader 2011 - 2011
TD Canada Trust July 2002 - February 2007
Utilities Consumer Advocate, Alberta Goverment May 2004 - December 2004
Skills
Business Planning, Business Analysis, Direct Sales, Project Management, Managing Processes, Written and Verbal..., Leadership, Management, Competitive Analysis
Education
Mount Royal University, Continuing Education 2010 — 2010
Certificate, Business Analysis Certificate
University of Alberta 2003 — 2006
Bcomm, Business Economics and Law
Servus Credit Union October 2011 - Present
Real Estate Investment Firm December 2010 - October 2011
PPI Solutions Inc September 2008 - January 2011
Calgary Jeep Association September 2008 - December 2010
TD Canada Trust September 2007 - July 2008
TD Canada Trust August 2007 - May 2008
Scotiabank March 2007 - September 2007
Lister Hall, University of Alberta August 2004 - May 2006
Skills
Investments, Mortgage Lending, Loans, Asset Managment, Financial Analysis, Business Strategy, Strategic Financial..., Business Development, Risk Management, Strategic Planning, New Business Development, Corporate Finance, Business Planning, Valuation, Portfolio Management, Marketing Strategy, Mergers, Securities, Sales, Negotiation
Education
University of Alberta 2002 — 2006
Bachelor of Arts, Political Science and Economics; Canadian Energy Policy and Trade PolicyTrade Economics
CSI 2006 — 2010
CSC, investments
City of Edmonton April 2015 - Present
City of Edmonton August 2014 - March 2015
City of Edmonton August 2009 - July 2014
Special Olympics Alberta May 2006 - July 2009
TD Canada Trust April 2002 - February 2006
Banff Hockey Academy September 2001 - April 2002
Skills
Strategic Planning, Business Planning, Change Management, Trend Analysis, Project Management, Program Development, Event Planning, Social Media, Non-profits, Sports, Public Speaking, Coaching, Project Planning, Sponsorship, Sports Management, Leadership, Team Building, Budgets, Team Leadership, Analysis, Nonprofits, Program Management, Strategy, Government
Education
University of Ottawa 2004 — 2006
MA, Sport Administration
University of Alberta 1995 — 1999
B.Ed., Phys Ed.
BMO Nesbitt Burns May 2000 - Present
TD Canada Trust October 1997 - April 2000
Bank of Montreal September 1996 - October 1997
Skills
High Net Worth..., Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investment Strategies, Investments, Weatlh Advisor, Wealth Accumulation, Retirement Savings, Portfolio Management, Financial Planners, Wealth, Strategy, Investment Management, Asset Allocation, Estate Planning, Wealth Management..., Financial Services, Finance, Insurance, Mutual Funds, Retirement, Financial Advisory, Asset Management, Equities, ETFs, Financial Planning, Securities, Strategic Planning, Management, Small Business, Public Speaking
Education
Canadian Securities Institutes 2003 — 2015
Fellow of the Canadian Securities Institute (FCSI)
Alberta Insurance Council 2002 — 2015
Life - Level II (Insurance License)
Canadian Securties Institutes 2001 — 2015
Financial Management Advisor (FMA) Designation
Financial Planners Standards Council (FPSC) 1999 — 2015
Certified Financial Planner (CFP) Designation
Russell's Investments 2012 — 2013
High Speed Strategic Planning Program
BMO Nesbitt Burns 2008 — 2008
Wealth Advisor Program
The institute of Canadian Bankers 1998 — 1998
Personal Financial Counselling Diploma
University of Alberta 1990 — 1995
Bachelor of Commerce, Accounting
Alberta Cancer Foundation June 2013 - Present
The Support Network March 2010 - June 2013
TD Canada Trust 2009 - 2011
Alberta Association for Community Living 2008 - 2009
Government of Alberta 2006 - 2006
Skills
Volunteer Management, Philanthropy, Fundraising, Event Planning, Non-profits, Workshop Facilitation, Strategic Communications, Nonprofits, Community Development, Marketing, Customer Service, Leadership, Media Relations, Advertising, Grant Writing, Leadership Development, Marketing Communications, Program Development, Strategic Planning, Public Speaking, Public Relations, New Business Development, Event Management, Social Media, Community Outreach, Social Networking, Corporate Communications
Education
University of Alberta 2003 — 2008
Bachelor of Arts, Economics
Intelligence hypothécaire May 2012 - Present
Hypothèque Nord Est 2011 - 2012
Les Architectes hypothécaires October 2008 - August 2011
Intelligence Hypothécaire November 2007 - October 2008
Hypothèques 2000 Inc October 2004 - November 2007
TD Canada trust May 1990 - October 2004
Skills
Solutions pour..., 1er acheteurs, Investissement..., Refinancement
Education
Bureau Canadien du Crédit 2015 — 2015
Attestation formation sur les Bureaux de Crédit du BUCC, Bureau de crédit
Bureau Canadien du Crédit 2015 — 2015
Attestation sur la Fraude et le vol d'identité, Fraude et vol d'identité
Collège d'enseignement en Immobilier 2004 — 2004
Agent immobilier affilié, Immobilier
Université du Québec à Montréal 1990 — 2003
Certificat, Gestion financière
Excel Mortgage Canada Connection Inc June 2006 - Present
TD Canada Trust April 1995 - January 2004
Skills
Residential Mortgages, Mortgage, Credit, Mortgage Lending, Certified Mortgage..., Commercial Mortgages, Debt Consolidation, Refinance, Construction Loans, Loans, Banking, Lines Of Credit, Real Estate, Home Equity Lines of..., Mortgage Marketing, Real Estate Financing, Rates, Second Mortgages, Reverse Mortgages, Home Equity Loans, Mortgage Underwriting, First Time Home Buyers, Renewals, Investment Properties, Mortgage Banking, Residential Homes, Real Estate Transactions, Commercial Lending, Mortgage Servicing, Commercial Banking, Loan Origination, Finance, Consumer Lending, Home Equity, Funding, Underwriting, Credit Analysis, Small Business Lending, Investments, Referrals, Strategic Financial..., Critical Illness, Logical Thinker
Education
University of Guelph 1996 — 2000
Honours Program - Bachelor of Commerce
Enzyme Testing Labs March 2013 - April 2013
Maelström créatif September 2012 - December 2012
Ministère des Transports du Québec May 2011 - September 2012
Intercom Magazine September 2009 - April 2012
TD Canada Trust October 2010 - June 2011
L'Exemplaire January 2011 - April 2011
L'Exemplaire September 2010 - December 2010
Ministère des transports June 2010 - August 2010
Cineplex Entertainment May 2010 - August 2010
Groupe Archambault May 2009 - December 2009
Skills
Réseaux sociaux, Writing Skills, Culture, Marketing Communications, Internal Communications, YouTube, Facebook, Twitter, LinkedIn, Instagram, Hootsuite, French, Photoshop, InDesign, Illustrator, Flickr, Pinterest, English, Journalism, Online Journalism, Photojournalism, Photography, Magazine Articles, Multimedia Journalism, Classification, Archiving, Banking, Word, Excel, PowerPoint, Social Media, Tumblr, PBS, TweetDeck, Web 2.0, Communication marketing
Education
Université Laval 2008 — 2012
Baccalauréat, Communication publique
Institut des Stratégies et Techniques de Communication (ISTC) 2011 — 2011
License, Communication
Shared Services Canada August 2014 - Present
Black's Photography February 2014 - October 2014
Nordik Spa-Nature May 2013 - November 2013
Minto Group Inc. October 2012 - May 2013
TD Canada Trust May 2008 - October 2012
Jeux de la communication September 2011 - March 2012
Skills
Microsoft Office, French, Social Media, Marketing Communications, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Strategic Communications, Public Relations, Team Leadership, Event Planning, People Skills, Research, Analysis, Facebook, Data Analysis, Communications Planning, Social Media Marketing, Public Speaking, Teamwork, Social Networking, Event Management, Internal Communications, Marketing, Outlook
Education
Université du Québec en Outaouais 2010 — 2012
Certificat, Médias de l'information et des communications
La Cité collégiale 2006 — 2008
Associate's degree, Public Relations/Image Management
TD Canada Trust May 2015 - Present
TD Canada Trust May 2014 - May 2015
TD Bank Group February 2011 - May 2014
TD November 2009 - February 2011
TD September 2006 - November 2009
Skills
Risk Management, Banking, Retail Banking, SDLC, Credit, Testing, Project Management, Business Analysis, Business Strategy, Strategic Planning, Financial Analysis, Public Speaking, Analysis, Process Improvement, Change Management, Vendor Management, Leadership, Management, Business Process, Team Leadership, Business Process...
Education
Univerzitet u Beogradu / University of Belgrade 1999 — 2002
Faculty of Teaching, Elementary Education and Teaching
TD Insurance February 2013 - Present
TD March 2012 - February 2013
JDC West February 2011 - March 2012
TD Bank Edmonton, AB January 2011 - March 2012
Rocky Mountain Business Seminar May 2010 - May 2011
TD Canada Trust May 2009 - January 2011
TD Canada Trust November 2008 - April 2009
TD Canada Trust October 2007 - November 2008
Skills
Customer Service, Credit, Mutual Funds, Investments, Customer Experience, Time Management, Leadership, Team Leadership, Event Planning, Sales, Public Speaking, Microsoft Excel, Teamwork
Education
University of Alberta 2006 — 2011
Bachelor of Commerce, Human Resources
TD May 2014 - Present
TD Assurance 2006 - Present
TD Meloche Monnex 2004 - 2006
TD CANADA TRUST 1993 - 2004
Education
BAA, Finance
Université du Québec à Montréal
Approval Genie July 2013 - Present
Approval Genie June 2012 - Present
salesforce.com March 2012 - June 2012
Salesforce.com January 2011 - February 2012
TD Canada Trust April 2010 - January 2011
TD Canada Trust January 2009 - May 2010
TD Bank Group June 2007 - December 2009
Skills
Salesforce.com, Cold Calling, Consultative Selling, Customer Service, Teamwork, Strategic Thinking, Sales, Selling, Sales Operations, Banking, CRM, Enterprise Software, Leadership, Business Development, Team Leadership, Solution Selling, SaaS, Entrepreneurship, Time Management, Management, Networking, Finance, Budgets
Education
University of Guelph 2005 — 2010
B.Comm, Management Economics in Industry and Finance
TD Commercial Banking June 2015 - Present
TD Commercial Banking July 2014 - May 2015
TD Canada Trust 2012 - 2014
Toronto Catholic District School Board May 2011 - September 2011
Canada's Wonderland May 2010 - September 2010
Rogers Publishing June 2009 - September 2009
Holt Renfrew August 2005 - December 2007
Skills
Management, Sales, Customer Service, Retail, Time Management, Public Relations
Education
University of Guelph 2008 — 2012
Bachelor of Commerce, Human Resource Management
Ford Motor Credit Company March 2014 - Present
Ford Motor Credit Company February 2013 - February 2014
Ford Motor Credit Company January 2012 - February 2013
Ford Motor Credit Company April 2010 - January 2012
Ford Motor Credit Company March 2008 - April 2010
TD Canada Trust November 2007 - March 2008
C.N.E Casino April 2006 - September 2007
Skills
Time Management, Critical Thinking, Microsoft Office, Public Speaking, Strategic Leadership, Credit, Program Management, Portfolio Management, Business Development, Customer Service, Leadership, Loans, Retail, Financial Analysis, Customer Satisfaction, Team Leadership, Strategic Planning, Management
Education
University of Guelph 2003 — 2007
BComm, Management Economics in Industry and Finance
The CSE - Canadian Securities Exchange April 2010 - Present
Desjardins Securities May 2009 - April 2010
Dundee Securities April 2000 - April 2009
TD Canada Trust January 1999 - April 2000
Skills
Electronic Trading, Capital Markets, Equities, Securities, Trading, Equity Trading, Trading Systems, Options, Financial Markets, Business Development, Investments, Market Data, Hedge Funds, Proprietary Trading, Equity Derivatives, ETFs, Derivatives, Trading Strategies, Investor Relations, Bloomberg, Private Equity, Alternative Investments, Fixed Income, Mutual Funds
Education
University of Guelph
RBC November 2011 - Present
VR Business Sales/Mergers & Acquisitions November 2010 - November 2011
General Electric 2007 - 2010
Business Development Bank of Canada 2000 - 2005
TD Canada Trust 1997 - 2001
Skills
Mergers & Acquisitions, Entrepreneurship, Investments, Corporate Finance, Valuation, Management, Marketing, Small Business, Sales, Investment Properties, Business Valuation, Loans, Real Estate, Business, Financial Analysis, Mortgage Lending, Finance, Commercial Real Estate, Credit Risk, Business Planning, Business Brokerage, Banking, Mergers, Commercial Lending, Business Development, Credit Analysis, Due Diligence, Commercial Banking, Credit
Education
University of Calgary 1995 — 1997
MBA, General Study
University of Alberta 1991 — 1994
Bachelor of Commerce with Distinction, Finance
RBC July 2014 - Present
TD November 2013 - July 2014
TD April 2013 - November 2013
TD Canada Trust April 2011 - April 2013
TD Canada Trust September 2010 - April 2011
TD Canada Trust April 2009 - August 2010
TD Canada Trust July 2006 - April 2009
TD Canada Trust August 2004 - July 2006
TD Canada Trust April 2002 - August 2004
Skills
Retail Banking, Credit, Banking, Customer Service, Financial Services, Human Resources, Customer Experience, Mortgage Lending, Loans, Consumer Lending, Relationship Management, Small Business Lending, Credit Analysis, Lines Of Credit, Residential Mortgages
Education
The University of Calgary 2000 — 2005
BA, Communications
TD Canada Trust September 2012 - Present
TD Bank Group June 2011 - September 2012
La Vie En Rose September 2008 - June 2011
Skills
Banking, Economics, Customer Service, Customer Experience, Retail Banking, Investments, Credit, Compliance, Sales, Relationship Management
Education
University of Guelph 2007 — 2011
Bachelor of Commerce, Honours Management Economics in Industry and Finance
INVIS Inc. June 2011 - Present
TD Canada Trust October 2007 - June 2011
TD Canada Trust 1989 - 2007
Skills
Mortgage, Loans, Credit, Banking, Investments, Financial Planning, First Time Home Buyers, Refinance, Residential Mortgages, Debt Consolidation, Investment Properties, Mortgage Lending, Customer Service, Commercial Real Estate, Refinancing through a..., Home Equity Lines of..., Builder Mortgages, Providing Financial..., Financial Advisory, Finance, Commercial Mortgages, Residential Homes, Strategic Financial..., Funding, Construction Loans, Lines Of Credit, Credit Analysis, Retail Banking, Condos, Real Estate, Mortgage Marketing, Real Estate Financing, Home Equity, Underwriting, Mortgage Underwriting, Mortgage Banking, Rates, Reverse Mortgages, Home Equity Loans, Financial Services, Certified Mortgage..., Loan Origination, Mortgage Servicing, Second Mortgages, Commercial Lending, Consumer Lending, Credit Risk, Real Estate Economics, Wealth Management, Referrals
Education
University of Alberta 1984 — 1987
Archbishop MacDonald High School 1982 — 1984
Honors Diploma
Alberta AdaptAbilities Association April 2013 - September 2013
City of Edmonton August 2011 - September 2012
Rawlco Radio March 2010 - March 2011
TD Canada Trust August 2007 - June 2008
Skills
Elementary Education, Educational Technology, Teaching, Motivating Students, Educational Psychology, Communication, Advertising, Marketing, Social Media Marketing, Marketing Communications, Event Planning, Market Research, Online Marketing, Business Development, Sales, Public Relations, Online Advertising, Contract Negotiation, Market Planning, Event Management
Education
University of Alberta 2012 — 2014
Bachelor's Degree, Elementary Education and Teaching
University of Alberta 2004 — 2009
Bachelor of Commerce with Distinction, Marketing; Business Economics and Law
Fédération des caisses Desjardins du Québec, 1 ère vice - présidence June 2010 - Present
Desjardins Centre Financier Aux Entreprises Est de Montréal December 2006 - May 2010
TD Canada Trust April 2000 - November 2006
Ordre des Comptables Agrées du Québec 1997 - 1998
Skills
Banking, Commercial Banking, Credit, Financial Analysis, Retail Banking, Credit Risk, Loans, Credit Analysis, Risk Management, Portfolio Management, Mortgage Lending, Corporate Finance, Finance, Business Strategy, Financial Risk
Education
1978 — 1981
Baccalauréat en administration des affaires, Finance
Cegep Ahuntsic
Verico iMortgage Solutions March 2010 - Present
TD Canada Trust May 2009 - March 2010
TD Canada Trust April 2006 - April 2009
TD Canada Trust 2005 - 2006
Skills
Mortgage Lending, Loans, Residential Mortgages, Debt Consolidation, Retail Banking, Investments, Refinance, Banking, Mutual Funds, Home Equity Lines of..., Finance, Financial Advisory, Commercial Banking, Relationship Management, Credit Analysis, Credit Risk, Underwriting, Real Estate Financing, Commercial Lending, Credit, Certified Mortgage..., Small Business Lending, Commercial Mortgages, Consumer Lending, Mortgage Underwriting, Financial Services, Construction Loans, Lines Of Credit
Education
University of Alberta 1999 — 2003
B. Comm, Finance
Minto Communities Inc. November 2013 - Present
Minto Communities Inc. May 2013 - November 2013
RealNet Canada Inc. February 2013 - May 2013
Suburban Homes 2006 - January 2013
RE/MAX Realty Enterprises Inc., Brokerage January 2003 - January 2013
Global Prime Office Network 2002 - 2003
Ashlar Urban Realty Inc, Brokerage 2002 - 2002
First Pro Shopping Centres 2002 - 2002
TD Canada Trust 1998 - 2000
Skills
Real Estate, Contract Management, Project Management, Creative Strategy, Construction Management, Negotiation, Sales, Marketing, Sellers, Commercial Real Estate, Condos, Buyers, Investment Properties, Luxury, Business Innovation, Marketing Communications, Customer Service, Contract Negotiation, First Time Home Buyers, Residential Homes
Education
University of Guelph 1994 — 1998
B Comm, Consumer Studies Major
Calgary Custom Cabinetry June 2015 - Present
TS&M Supply Fiberglass February 2014 - February 2015
NOV Fiberglass Systems (formerly Fiberspar LinePipe) January 2011 - February 2014
TD Canada Trust January 2010 - February 2011
The University of Calgary, Men’s Hockey Office April 2009 - August 2009
Skills
Natural Gas, Quality Assurance, Petroleum, Marketing, Leadership, Investments, Construction, Time Management, Sales, Mortgage Lending, Financial Analysis, Logistics
Education
University of Calgary 2005 — 2010
B.A, Economics, Business Management Minor
St. Francis High School
High School Diploma
Walt Disney Company August 2012 - Present
Diamond Integrated Marketing May 2011 - August 2011
70 Main Street January 2011 - June 2011
Shikatani Lacroix Brandesign May 2010 - September 2010
TD Canada Trust September 2009 - January 2010
Ontario Lottery and Gaming Corporation May 2009 - September 2009
Draftfcb May 2008 - September 2008
Skills
Excel, Project Coordination, Organizing, Microsoft Word, Brand Management, Team Leadership, Close Attention to..., Highly Dedicated, Honest, Enthusiastic, Experiential Marketing, Marketing Event Planning, Logistics, Deadline Oriented, PowerPoint, Research, Data Analysis, Brand Loyalty, Strategic Planning, Creative Strategy, Resource Management, Oral & Written..., Performance Reporting, Relationship Marketing, Marketing Communications, Advertising, Microsoft Excel, Marketing, Communication
Education
University of Guelph 2007 — 2011
Bachelor of Commerce, Marketing Management, Deans List
Lawrence Park Collegiate Institute 2004 — 2007
JSB Wealth Management 2014 - Present
West End Wealth Planning 2012 - 2014
JSB Wealth May 1999 - August 2012
TD Canada Trust 1981 - 1997
Skills
Strategic Financial..., Insurance, Wealth Management, Investments, PowerPoint, Financial Analysis, Investment Advisory, Mutual Funds, Investment Strategies, Asset Management, Portfolio Management, Securities, Equities, Wealth, Asset Allocation, Retirement Planning, Financial Planners, Pensions, Financial Planning
Education
University of Calgary
TD Bank March 2006 - Present
TD Canada Trust March 1985 - Present
Canada Trust 1985 - 1999
Skills
Sales Coach, Recruiter, Team Leadership, Sales Presentations, Sales Management, Strategic Planning, Leadership, Sales, Mortgage Lending, Customer Service, Banking, Business Development, Coaching, Contract Negotiation, Credit, Credit Analysis, Customer Experience, Direct Sales, Finance, Financial Analysis, Forecasting, Insurance, Integrated Marketing, Investment Properties, Investments, Loans, Management, Negotiation, New Business Development, Real Estate, Recruiting, Relationship Management, Residential Mortgages, Retail, Selling, Training
Education
The University of Calgary 1983 — 2000
BA
University of Calgary 1983 — 1988
Bachelor's degree
TD Canada Trust January 2011 - Present
TD Canada Trust May 2008 - Present
TD BANK FINANCIAL GROUP January 2003 - April 2008
TD Canada Trust January 2000 - December 2002
Skills
Retail Banking, Loans, Mortgage Lending, Banking, Credit, Commercial Banking, Management, Credit Analysis, Mortgage Banking, Portfolio Management, Mutual Funds, Refinance, Credit Risk, Coaching, Small Business Lending, Branch Banking, Finance, Wealth Management, Investments, Investment Banking, Financial Analysis, Lines Of Credit, Relationship Management, Consumer Lending, Residential Mortgages, Cross Selling, Financial Risk, Commercial Lending, Financial Services, Branch Management
Education
Université du Québec à Montréal 2003 — 2005
MBA, Financial services
University of Ottawa / Université d'Ottawa 1981 — 1985
B. Comm, Commerce
Centria Financement Alternatif December 2010 - Present
Centum Boulevard Centum 2010 - 2010
Sécur Finance April 2005 - May 2009
TD Canada Trust 1994 - 2000
Skills
Risk Management, Construction, Business Strategy, Banking, Financial Analysis, gestion de risque, mise en place de..., développement des..., consolidation des..., services financiers, prêt hypothécaire...
Education
Université du Québec à Montréal / UQAM 1998 — 2003
Bachelor's degree, Business Administration and Management, General
Regina Assumpta 1988 — 1993
Certificat d'études secondaires, Général
TD May 2013 - Present
TD Canada Trust April 2012 - April 2013
TD Bank Group May 2000 - January 2012
Ernst & Young 1998 - 2000
Blockbuster Entertainment 1996 - 1998
Canadian Tire 1991 - 1995
Skills
Banking, Mutual Funds, Coaching, Business Development, Credit, Investments, Compliance, Customer Retention, Customer Service, Strategic Planning, Communication, Financial Services
Education
Formation mondiale CSI 2011 — 2011
Fonds d'investissement au Canada, Fonds communs de placement
Université Laval 1988 — 1991
Baccalauréat, Traduction
Formation mondiale CSI
Responsable de la conformité en succursale, Fonds communs de placement
TD August 2014 - Present
Atlantic (HS) Financial LTD November 2012 - August 2014
Atlantic (HS) Financial Ltd May 2012 - August 2014
TD Canada Trust October 1999 - November 2011
Td Canada Trust October 1996 - January 1998
Stream - Flo Industries Ltd June 1980 - August 1982
Skills
Mutual Funds, Mortgage Lending, Retirement Planning, Investments, Banking, Portfolio Management, Loans, Credit
Education
University of Alberta
Bachelor of Commerce (B.Com.)
Canada Mortgage and Housing Corporation (CMHC) February 2015 - Present
Canada Mortgage and Housing Corporation August 2008 - February 2015
Canada Mortgage and Housing Corporation (CMHC) July 2014 - January 2015
Canada Mortgage and Housing Corporation 2007 - 2008
Canada Mortgage and Housing Corporation 2004 - 2007
TD Canada Trust 2001 - 2004
Skills
Strategic Planning, Risk Management, Loans, Public Speaking, Coaching, Policy Analysis, Government, Banking, Analysis, Report Writing, Strategic Communications, Credit, Project Management, Mortgage Lending, Policy, Sustainability, Mortgage Underwriting, Public Policy, Team Building, Community Outreach, Training, Data Analysis, Change Management, Project Planning, Team Leadership, Community Engagement, Strategy, Governance, Leadership, Nonprofits, Community Development, Negotiation, Program Management, Economic Development, Affordable Housing, Residential Mortgages, Research, Management
Education
University of Alberta 1995 — 1999
Bachelor of Commerce (B.Com.), Finance
Acoustics With Design August 2013 - Present
Independent 2005 - Present
Centennial College February 2012 - September 2012
Sheridan College 2007 - 2012
TD Bank Financial Group 2002 - 2005
TD Canada Trust 2000 - 2001
Canada Trust 1994 - 2000
CIBC 1988 - 1994
Robin Hood Multifoods ` 1983 - 1988
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Fundraising, Digital Marketing, Strategic Planning, Marketing, Integrated Marketing, Leadership, Strategy, Advertising, Direct Marketing, Market Research, SEO, Social Media, Internal Communications, Management, Entrepreneurship, Cross-functional Team...
Education
University of Toronto - Rotman School of Management
MBA, Marketing, General Management
Ryerson Chang School 2013 — 2014
Certificate in Gerontology
University of Alberta
B. A., Recreation Administration
Jasper Place Composite High School
Verico Paragon Mortgage Group Inc November 2005 - Present
Morvest Financial Corp May 2009 - November 2012
TD Canada Trust 1998 - 2005
London Life Mortgage Division 1984 - 1998
Skills
Residential Mortgages, Credit, Debt Consolidation, Mortgage Lending, Loans, Refinance, Certified Mortgage..., Lines Of Credit, Commercial Mortgages, Mortgage Underwriting, Construction Loans, Credit Analysis, Mortgage Banking, Home Equity Lines of..., Underwriting, Real Estate Financing, First Time Home Buyers, Reverse Mortgages, Consumer Lending, Investments, Investment Properties, Rates, Loan Origination, Banking, Commercial Lending, Funding, Small Business Lending, Credit Risk
Education
University of Guelph 1980 — 1983
BA, Management Economics
Wilfrid Laurier University 1979 — 1980
Grant Mortgage Solutions August 2008 - Present
TD Canada Trust December 1996 - August 2008
TD Canada Trust August 1995 - December 1996
TD Canada Trust December 1994 - August 1995
Skills
Residential Mortgages, Debt Consolidation, Mortgage Lending, Refinance, Home Equity Lines of..., Commercial Mortgages, Loans, Real Estate, Condos, Certified Mortgage..., First Time Home Buyers, Retail Banking, Foreclosures, Real Estate Financing, Finance, Mortgage Banking, Funding, Loan Origination, Credit, Reverse Mortgages, Underwriting, Commercial Lending, Real Estate Economics, Investment Properties, Credit Analysis, Brokerage, Investments, Mortgage Underwriting, Investors, Mortgage Marketing, Referrals, Construction Loans, Commercial Real Estate, Home Equity Loans, Real Estate Transactions, Rates, Financial Advisory, Residential Homes, Wealth, Strategic Financial..., Single Family Homes, Vacation Homes, Financial Planning
Education
The University of Calgary 1990 — 1994
BA, Political Science & History
EY September 2014 - Present
Ernst & Young January 2012 - August 2012
EPCOR May 2011 - December 2011
Capital Power Corporation January 2011 - April 2011
Rocky Mountain Business Seminar May 2010 - April 2011
Business and Beyond Toastmasters January 2010 - December 2010
TD Canada Trust June 2010 - November 2010
TD Canada Trust August 2008 - May 2010
Starbucks Coffee Company June 2008 - August 2008
Education
University of Alberta 2008 — 2014
Bachelor of Commerce, Accounting, Cooperative Education Program, with Distinction
Microsoft September 2014 - Present
Acrodex April 2014 - Present
SoftwareONE November 2012 - March 2014
Oracle August 2011 - November 2012
Softchoice January 2010 - March 2011
Softchoice Corporation September 2004 - January 2010
TD Canada Trust 1999 - 2004
Skills
Datacenter Automation, Marketing Technology, Business Intelligence, Contract Negotiation, Data Science, Enterprise Software, Solution Selling, Business Development, Selling, Cloud Computing, Account Management, Sales Management, Partner Management, SaaS, Sales, Management, Customer Service, Salesforce.com, Virtualization, Customer Relations, Strategy, Leadership, Channel Partners, Sales Process, Professional Services, Partner Relationship..., Contract Negotiations, Direct Sales, Product Management, Marketing, Consulting, Strategic Partnerships, Lead Generation, Program Management, CRM, Software Industry, Managed Services, Pre-sales, Negotiation, Business Alliances, Cold Calling, International Sales, Sales Operations, Go-to-market Strategy, Sales Enablement, Sales Presentations, B2B
Education
University of Guelph 1999 — 2005
B.Comm honours, Management Economics: Industry and Finance
Yellow Pages / Pages Jaunes – Canada February 2015 - Present
Td Canada Trust November 2010 - 2014
Skills
Finance, Office Administration, Sales, Prospection, Marketing, Customer Service, Customer Satisfaction, Financial Accounting, Staff Supervision, Supervision, Following Up, Legal Compliance, Compliance, Loans, Investment Banking, Retail Banking, Service client, Banque de détail, Vente
Education
Université du Québec à Montréal
Administration des Affaires, Marketing
Novex Group Insurance January 2010 - Present
Intact Financial Corporation September 2009 - January 2010
TD Canada Trust May 2009 - September 2009
Discount Car and Truck Rental April 2007 - July 2008
Elections Ontario September 2007 - October 2007
Skills
Underwriting, Research, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Insurance, Social Media, Critical Thinking, Event Planning, Banking, Project Management, Management, Brokers, Customer Satisfaction, Data Entry
Education
University of Guelph 2005 — 2009
Bachelor of Arts and Sciences, Sociology and Psychology
Henry Street High School
Insurance Institute
TD February 2015 - Present
TD April 2013 - Present
TD Canada Trust October 2011 - April 2013
TD March 2010 - October 2011
TD March 2009 - March 2010
Skills
Finance, Mutual Funds, Mortgage Lending, Commercial Lending, Piano Playing, Music, Performing Arts, First Aid, Sales
Education
University of Alberta 2004 — 2009
Bachelor of Science (B.Sc.), Biology, General
RBC Wealth Management February 2012 - Present
Sun Life Financial, Edmonton, AB June 2007 - February 2012
BMO Bank of Montreal March 2006 - June 2007
CIBC Imperial Service May 2004 - March 2006
TD Canada Trust February 2003 - May 2004
TD Canada Trust September 2001 - February 2003
TD Waterhouse Investor Services September 2000 - September 2001
Skills
Mutual Funds, Wealth Management, Financial Advisory, Investments, Retirement Planning, Strategic Financial..., Financial Planners, Portfolio Management, Investment Strategies, Financial Services, Finance, Securities, Estate Planning, Financial Planning, High Net Worth..., Investment Advisory, Retirement
Education
University of Alberta 1995 — 2000
BSc., Psychology, Chemistry
University of Alberta 1994 — 1999
Bachelor of Science (BSc), Psychology
Louis St. Laurent High School
Advanced High School Diploma with Honours; Bachelor of Science, Psychology; Chemistry
Plan Insight 2009 - Present
Mohawk College Enterprise 2014 - 2015
Ontario Soil and Crop Improvement Association 2008 - 2009
Farm Credit Canada 2006 - 2008
Farm Credit Canada 1999 - 2006
TD Canada Trust 1997 - 1999
Skills
Planning, True Colors, Marketing Strategy, Customer Experience, Direct Marketing, Strategic Planning, Agriculture, Public Speaking, Team Building, Project Planning, Community Development, Leadership, Business Development, Event Planning, Public Relations, Agribusiness, Social Media, Time Management, Workshop Facilitation, Strategic Communications, Leadership Development, Business Planning, Training, Strategy, Analysis, Sales, Management, Marketing Communications, Marketing, Business Strategy, Market Research, Event Management, Coaching, Small Business, Proposal Writing, Fundraising, Project Management, Organizational..., Team Leadership, Nonprofits, Customer Service
Education
University of Guelph 1992 — 1997
B.Comm, Agricultural Business
iMortgage Solutions May 2012 - Present
Jencor Mortgage October 2010 - June 2012
TD Canada Trust February 2006 - September 2010
TD Canada Trust June 1999 - February 2006
Bank of Montreal October 1998 - June 1999
Skills
Refinance, Mortgage Lending, Residential Mortgages, Home Equity Lines of..., Debt Consolidation, First Time Home Buyers, Commercial Mortgages, Certified Mortgage..., Investment Properties, Home Equity, Credit, Loans, Construction Loans, Mortgage Underwriting, Lines Of Credit, Real Estate, Second Mortgages, Credit Analysis, Finance, Residential Homes, Mortgage Marketing, Sales, Real Estate Financing, Reverse Mortgages, Mortgage Banking, Investments, Mortgage Servicing, Home Equity Loans, Consumer Lending, Rates, Loan Origination, Retail Banking, Referrals, Credit Risk, Underwriting, Banking, Funding, Commercial Banking, Condos, Portfolio Management, Foreclosures, Commercial Lending, Real Estate Economics, Financial Advisory, Wealth Management, Strategic Financial..., Investors, Branch Management, Small Business Lending, Cross Selling
Education
University of Calgary 1986 — 1992
B.Sc., Applied Chemistry
Crescent Heights High School 1983 — 1986
GM Financial/AmeriCredit July 2011 - Present
LGM April 2010 - March 2011
TD Canada Trust November 2009 - March 2010
Scotia Dealer Advantage July 2006 - September 2009
Skills
Sales, Finance, Automotive, Customer Retention, Automotive Aftermarket, New Business Development
Education
Comptabilité
Collège Secrétariat Moderne
Comptabilité
Académie Ste-Thérèse 1990 — 1994
DES
Sun Life Financial May 2011 - Present
InstaFund Financial (Commercial) March 2007 - April 2011
TD Canada Trust September 2006 - March 2007
Access Benefits Group Ltd. October 2002 - February 2006
MCAP January 2002 - October 2002
RBC Royal Bank September 2000 - December 2001
Sun Life Financial October 1999 - August 2000
Skills
Mortgage, Loans, Credit, Funding, Investments, Mutual Funds, Financial Planning, Insurance, Retirement Planning, Customer Relations, Banking, Customer Service, Real Estate, Sales Management, Estate Planning, Risk, New Business Development, Employee Benefits, Microsoft Office, Critical Illness, Mortgage Lending, Strategic Financial..., Recruiting, Business Development, Leadership, Financial Advisory, Financial Services, Residential Mortgages, Retirement, Life Insurance, Small Business, Wealth, Disability Insurance, Securities, Financial Risk
Education
INVESTMENT FUNDS INSTITUTE OF CANADA
University of Alberta
Bachelor of Commerce Degree, Finance; Human Resource Management and International Business
TD Wealth Management April 2014 - Present
TD Waterhouse September 2011 - April 2014
TD Waterhouse September 2010 - September 2011
TD Canada Trust January 2008 - October 2010
Emaar Properties August 2003 - November 2007
Elrae Industries, INC August 2003 - November 2007
Delphi Automotive Systems January 2001 - January 2002
Skills
Access, Training, Customer Satisfaction, Banking, Microsoft Office, Customer Service, Financial Analysis, Tower Climbing, Fire Safety
Education
University at Buffalo 2000 — 2002
Masters of Engineering, Production Management
University at Buffalo 1995 — 2000
Bachelor of Science, Industrial Engineering
Ckut Radio August 2014 - Present
TD Canada Trust March 2014 - Present
Journalist September 2006 - Present
Lallemand June 2014 - August 2014
Skills
Direct Sales, Writing, Events Coordination, Communication, Administrative..., Translation, Interviews
Education
Université du Québec à Montréal 2010 — 2014
Bachelor’s Degree, Communications - Journalism
Cégep Lionel-Groulx 2007 — 2010
DEC, Arts and Letters
Superior Plus Corp. May 2011 - Present
TD Canada Trust February 2009 - May 2011
BP January 2010 - August 2010
Skills
Risk Management, Auditing, Management, Financial Analysis, Finance, Accounting
Education
The University of Calgary 2006 — 2011
Bachelor of Commerce, Finance
Jencor Mortgage October 2010 - Present
TD Canada Trust October 2000 - October 2010
Skills
Residential Mortgages, Debt Consolidation, Refinance
Education
University of Calgary 1993 — 1998
BA Econ, Economics
Quantus Mortgage Solutions July 2010 - Present
Mortgage Architects February 2009 - August 2010
Mortgage Intelligence September 2007 - February 2009
TD Canada Trust April 1985 - August 2007
Canada Trust April 1985 - January 2001
Skills
Mortgage Underwriting, Finance, Residential Mortgages, Mortgage Lending, Home Equity, Mortgage Marketing, Real Estate Financing, Loans, Credit, First Time Home Buyers, Home Equity Loans, Refinance, Lines Of Credit, Credit Analysis, Assisting First Time..., Financial Services, Loan Origination, Investment Properties, Mortgage Banking, Commercial Mortgages, Debt Consolidation, Home Equity Lines of..., Banking, Retail Banking, Rates, Underwriting, Referrals, Real Estate Economics, Credit Risk, Reverse Mortgages, Purchase
Education
University of Calgary 1982 — 1987
The Mortgage Minds Invis April 2012 - Present
TD Canada Trust July 2008 - April 2012
TD Canada Trust January 2006 - July 2008
Skills
Mortgage Lending, Refinance, Debt Consolidation, Residential Mortgages, Commercial Mortgages, Home Equity, First Time Home Buyers, Finance, Lines Of Credit, Banking, Certified Mortgage..., Real Estate, Investments, Home Equity Lines of..., Retail Banking, Relationship Management, Credit, Loans, Mortgage Underwriting, Mutual Funds, Rates, Mortgage Marketing, Second Mortgages, Construction Loans, Real Estate Financing, Mortgage Banking, Home Equity Loans, Credit Analysis, Investment Properties, Consumer Lending, Commercial Lending, Funding, Underwriting, Credit Risk, Interest Rates
Education
University of Alberta
BComm
Nexen 2011 - 2015
Nexen Inc 2008 - 2011
Nexen Inc 2007 - 2008
Nexen Inc 2005 - 2007
Nexen Inc. 2003 - 2005
Deloitte & Touche 2000 - 2003
TD Canada Trust 1994 - 2000
Moores Rowland 1989 - 1994
Deloitte Haskins and Sells 1988 - 1989
Deloitte Haskins & Sells 1984 - 1988
Skills
Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Financial Accounting, IFRS, Financial Reporting, Accounting, External Audit, Risk Assessment, Business Process..., Energy, Financial Analysis, Risk Management, Management
Education
University of Bristol 1978 — 1981
Bachelor's Degree, Biochemistry
Servus Wealth Strategies October 2012 - Present
ATB Securities Inc. September 2005 - October 2012
CIBC January 2003 - September 2005
TD Canada Trust January 2000 - January 2003
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Banking, Financial Advisory, Mutual Funds, Loans, Securities, Financial Analysis, Financial Services, Wealth, Investment Advisory, Financial Planning, Small Business, Finance, Investment Strategies, Seniors, Chinese, Behavioural Investment..., Oil & Gas Industry, Agriculture, Socially Responsible...
Education
University of Alberta 1996 — 2002
B.Sc., Major in Psychology, Minor in Business
TD September 2015 - Present
TD October 2014 - September 2015
TD July 2012 - October 2014
TD Canada Trust December 2008 - July 2012
Jeune Chambre Lanaudiere 2008 - 2011
RBC June 2004 - December 2008
Skills
Banking, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Loans, Small Business Lending, Consumer Lending, Residential Mortgages, Mutual Funds, Investments, Home Equity Lines of..., Commercial Lending, Refinance, Credit Analysis, Customer Service, Commercial Mortgages, Credit Risk, Finance, Financial Services, Lines Of Credit, Mortgage Servicing, Cross Selling, Wealth Management
Education
Université du Québec à Montréal 2001 — 2004
administration
montmorency 1998 — 2001
D.E.C., Administration
collège laval 1993 — 1998
D.E.S., Computer
TD Canada Trust January 2012 - Present
Skills
P/L, Lean Process Improvement, Strategic Planning, Business Relationship..., People Development, Business Analysis, Business Acumen, Change Management, Credit Cards, Retail Banking, Banking, Portfolio Management, Product Management, Project Planning
Education
University of Guelph 2000 — 2004
Les Affamés April 2012 - Present
TD Canada Trust October 2009 - November 2012
Le 1 René-Lévesque, Appart-Hôtel 2008 - 2009
IMA Group 2007 - 2008
Skills
Restaurant Management
Education
Université du Québec à Montréal 2005 — 2009
B.A.A., Gestion Hôtellerie et Restauration
TD Canada Trust November 2001 - Present
Canada Trust November 1998 - October 2000
Education
Université du Québec
Finance
EY September 2013 - Present
N/A - Freelance February 2013 - April 2013
Ernst & Young May 2011 - August 2012
University of Calgary October 2009 - May 2012
TD Canada Trust July 2010 - August 2010
Prospect Human Services Society June 2010 - July 2010
Skills
Accounting, Financial Reporting
Education
CA School of Business 2012 — 2014
Chartered Accounting Designation - Successful 2014 Uniform Final Examination Writer
University of Calgary 2007 — 2012
Bachelor of Commerce, Accounting
TD August 2014 - Present
TD January 2013 - August 2014
TD Canada Trust May 2010 - August 2012
BMO Bank of Montreal September 2006 - December 2009
Chrysler Financial May 2003 - June 2006
Skills
Credit, Credit Analysis, Financial Analysis, Strategic Planning, Risk Management, Team Leadership, Project Management, Business Development, Leadership, Coaching, Performance Management, Customer Service, Sales Management, Management, Microsoft Excel, Business Analysis, Analysis, Process Improvement
Education
University of Alberta 1998 — 2003
BComm, International Business
PricewaterhouseCoopers September 2010 - Present
PricewaterhouseCoopers November 2006 - August 2010
TD Bank Financial Group April 2006 - November 2006
TD Canada Trust January 2005 - April 2006
TD Canada Trust June 2004 - January 2005
Education
University of Alberta 2000 — 2004
OPSEU Pension Trust 2014 - Present
Canada Deposit Insurance Corporation 2010 - 2013
First Solar 2009 - 2010
E*TRADE Financial 2006 - 2009
TD Waterhouse 2000 - 2006
TD Bank Financial Group 1999 - 2000
TD Canada Trust 1997 - 1999
Imperial Oil Limited 1980 - 1996
Skills
Enterprise Risk..., Risk Management, Risk, Operational Risk, Insurance, Credit Risk, Risk Mitigation, Financial Risk, Risk Assessment, Financial Modeling, Banking, Capital Markets, Financial Analysis, Finance, Management, Strategy, Operational Risk..., Leadership, Equities, Policy, Governance, Internal Controls, Credit
Education
University of Alberta 1982 — 1987
MBA
University of Waterloo 1975 — 1980
B Sc., Engineering
TD Wealth Management April 2013 - Present
TD Wealth Management July 2008 - April 2013
TD Waterhouse May 2006 - July 2008
TD Canada Trust 2004 - 2006
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Investment Strategies, Retirement, High Net Worth..., Relationship Management, Wealth Management..., Personal Financial..., Financial Services, Certified Financial..., Strategic Financial..., Estate Planning, Retail Banking, Banking, Finance, Mortgage Lending, Asset Allocation, Wealth, Investment Advisory, Financial Planners, Financial Analysis, Portfolio Management, Asset Management, Financial Advisory, Financial Planning, Securities
Education
University of Calgary 1997 — 2002
CID Bissett Fasteners Limited July 2015 - Present
GEEP International May 2013 - June 2015
Metrie June 2001 - March 2013
TD Canada Trust January 1999 - March 2001
Skills
New Business Development, Lean Management, Inventory Management, Social Media, Sales Management, Building Materials, Leadership, Profit/Loss..., Marketing Strategy, Strategy, Sales Process, Sales Operations, Operations Management, Training, Sales Presentations, Product Marketing, Direct Sales, Sales, Purchasing, Recruiting, Management, Account Management, Supply Chain Management, Logistics, Retail, Selling, Strategic Planning, Market Research, Marketing
Education
Lean Sensei International 2012 — 2012
LEAN Green Belt certification
York University - Schulich School of Business 2012 — 2012
Executive Education, Leading with Emotional Intelligence
York University - Schulich School of Business 2012 — 2012
Executive Education, Successfully Coaching and Mentoring Individuals and Teams
University of Guelph 1999 — 2002
BA, Economics
Self Employed September 2009 - Present
Self Employed September 2008 - Present
Self Employed September 2008 - Present
MOLLY MAID November 2007 - September 2008
TD Canada Trust April 2001 - July 2007
TD February 1997 - April 2001
Richardson Greenshields Cda. Ltd. August 1991 - February 1997
Skills
Microsoft Office Suite..., Meridian, Freshbooks, Salesforce.com, Teambox, SurveyMonkey, LinkedIn, Ceridian Payroll System, QuickBooks, MYOB, Email, Internet, Genie, Accounting, Recruiting, Payroll, Software Documentation, Customer Service
Education
University of Guelph 1981 — 1984
B.A.Sc., Family Studies
TD Canada Trust January 2015 - Present
TD Canda Trust November 2012 - Present
TD Canada Trust October 2003 - October 2012
Pink Elephant 1999 - 2003
Skills
Banking, Sales, Mortgage Lending, Loans, Retail Banking, Credit, Recruiting, Customer Service, Home Equity Lines of..., Refinance, Residential Mortgages, Mobile Devices, Commercial Mortgages, Lines Of Credit, Consumer Lending, Relationship Management, Construction Loans, Credit Analysis, Debt Consolidation, Management, Investments
Education
University of Guelph 1991 — 1995
Bachelor of Arts (B.A.), Sociology & Marketing
University of Guelph
Jewish General Hospital February 2010 - Present
ISR Transit June 2009 - February 2010
iCongo November 2004 - February 2009
TD Canada Trust September 2003 - October 2004
Bell Canada (Bell Nexxia) May 2000 - December 2002
Skills
Business Analysis, SQL, Visio, E-commerce, Functional..., Systems Analysis, Requirements Analysis, Software Project..., Oracle, Analysis, Requirements Gathering, UML, Business Requirements, BI Publisher, OBIEE, Apex Programming, Access Database, Oracle SQL Developer, Oracle OLAP, Business Intelligence, Relational Databases, JavaScript, PL/SQL, Project Management
Education
Université du Québec à Montréal 1998 — 2002
Bachelor's degree, Information Technology
Buck Consultants a Xerox Company September 2012 - Present
Purolator Inc. February 2012 - August 2012
Ontario Power Authority May 2011 - February 2012
Xerox (Formerly Buck Consultants an ACS company) 2004 - April 2011
Tramor 2008 - 2009
TD Bank - IT August 2002 - November 2004
TD Canada Trust 2000 - 2004
Ministry of Community and Social Services 1999 - 2002
Accenture 2000 - 2000
Skills
SDLC, Visio, Business Analysis, MS Project, Project Management, Project Portfolio..., PMP, Project Delivery, Requirements Gathering, Business Requirements, Vendor Management, Requirements Analysis, PMO, Software Project..., Agile Methodologies, Software Development, IT Strategy, Integration, Business Process..., ITIL
Education
Computer Science 1982 — 1985
Bsc, IT
Univerzitet u Beogradu 1982 — 1985
Bachelor of Science (BSc), Project Scheduling
IBM Global Services September 2009 - Present
TD Canada Trust September 2008 - September 2009
Skills
Unix, Solaris, AIX, Disaster Recovery, Websphere, Virtualization, Enterprise Architecture
Education
Université Laval
B. Sc., Computer Sciences
Alberta Health Services May 2014 - Present
Alberta Health & Safety Training Institute May 2014 - December 2014
Western Canadian Paramedical Consulting June 2013 - May 2014
St. Paul and District Ambulance December 2013 - March 2014
Scott Safety Supply Services Ltd. September 2013 - December 2013
Alberta Health & Safety Training Institute December 2012 - July 2013
TD Canada Trust October 2010 - December 2012
TD Canada Trust January 2009 - October 2010
TD Canada Trust November 2007 - December 2008
Bell Distribution Inc. May 2006 - November 2007
Skills
Disaster Medicine, People Management, Paramedicine, EMS, First Aid, Emergency Management, Emergency Medicine, Communications, Event Management, H2S Alive, TDG, WHMIS, ITLS Basic, IAPD Ambulance Emergency, Retail Banking, Management, People Development, Sales Management, Customer Service, Sales, Banking
Education
Alberta Health and Safety Training Institute 2012 — 2013
Emergency Medical Technician
Alberta Health and Safety Training Institute 2012 — 2012
Emergency Medical Responder
University of Calgary 2008 — 2011
BA, Political Science
OLYMPUS Canada Inc. April 2015 - Present
Aanchal Behl - Makeup Artistry June 2009 - Present
Johnson & Johnson March 2010 - December 2014
Johnson and Johnson Medical Products December 2008 - February 2010
TD Waterhouse January 2008 - August 2008
TD Canada Trust September 2006 - January 2008
Fruits and Passion September 2002 - January 2006
Skills
Forecasting, Business Analysis, Cross-functional Team..., Strategic Planning, Medical Devices, Leadership, Marketing, Business Planning, Microsoft Excel, Management, Customer Service, Sales, CRM, Analysis, Competitive Analysis, Teamwork, Selling, Product Launch, Coaching
Education
University of Guelph 2003 — 2007
Degree in Honours, Management Economics Industry and Finance
Ajax Highschool
Investor Economics July 2015 - Present
Investor Economics July 2015 - Present
Investor Economics July 2015 - Present
ML Collections May 2014 - Present
Munich Re November 2009 - June 2013
TD Canada Trust June 2009 - November 2009
Citco Fund Services 2008 - 2008
Citigroup 2007 - 2008
Skills
Access, Financial Analysis, Microsoft Office, Business Analysis, Bloomberg, Account Reconciliation, Valuation, Equities, Portfolio Management, Mutual Funds, Microsoft Excel, Options, Asset Allocation, Investments, Finance, Bonds, Requirements Gathering, Process Improvement, Data Analysis, Project Management, Requirements Analysis, Data Gathering, Client Audit Visit, Error Analysis, Data Integrity, Excel models, MS Access Programming, Excel Automation, Data Parsing, PowerPoint, Microsoft SQL Server, Multifonds, MPower, Hedgetek, InvestOne, Aexeo, Bloomberg Terminal, Citrix, Crystal Reports, Matlab, R, PHP, SQL, Mathematics, Business Statistics, Regression Testing, Manual Testing, Quality Assurance, Customer Relations
Education
University of Guelph 2003 — 2007
BA. Math, Econ, Math, Stats, Econ, Programming
University of Guelph 2003 — 2007
Bachelor of Arts (B.A.), Mathematics & Economics
City of Calgary AssessorCity of Calgary2007 - Present
First Calgary Savings 2005 - November 2008
TD Canada Trust 2001 - 2004
Skills
Project Management, Change Management, Commercial Real Estate, Business Process..., Loans, Mortgage Lending, Sales
Education
University of Calgary
CPPIB Risk Analytics February 2013 - Present
Global Derivatives and Strategic Risk Technology, CIBC World Markets January 2011 - January 2013
PriceMetrix Inc. January 2010 - January 2011
Saint Mary's University July 2009 - December 2009
Indiana University August 2007 - June 2009
University of Waterloo May 2006 - July 2007
Nortel Networks April 2000 - April 2002
TD Canada Trust May 1998 - March 2000
SNTL Computing Center June 1995 - December 1996
Skills
Business Analysis, Market Risk, Derivatives, Java, Software Engineering, SQL, Risk Management, Software Development, C++, Counterparty Risk, C++ Language, UML, Option Pricing Models, Financial Software..., Programming, SDLC, Credit Risk, Valuation, Financial Modeling, Investment Banking, Trading Systems, Electronic Trading, Quantitative Finance, Murex
Education
University of Waterloo 2006 — 2007
Postdoc, Computer Science
Western University 2000 — 2004
PhD, Computer Science
Western University 1997 — 1998
MSc, Computer Science
University of Bucharest 1990 — 1995
BSc, Computer Science
Aviva Canada May 2008 - July 2009
TD Canada Trust August 2005 - October 2007
Education
University of Alberta 1979 — 1982
Bsc(hons), Computing Science
Sunera September 2014 - Present
TransAlta July 2013 - December 2013
Husky Energy July 2010 - June 2013
Precision Drilling October 2008 - July 2010
Ford Motor Credit Company January 2002 - October 2008
TD Canada Trust January 2001 - January 2002
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Finance, Financial Audits, SAP, Governance, Financial Risk, Sarbanes-Oxley, Risk Assessment, Enterprise Risk..., IFRS, IT Audit, Financial Analysis, Financial Reporting, Joint Venture Audit, Fraud Risk Assessment, Operational Audit, Entity Level Controls..., Whistleblower Program..., Project Team Management
Education
University of Alberta 1995 — 2000
B Comm, International Business
Bellerose Composite High School 1991 — 1994
TD Canada Trust April 2006 - Present
Education
University of Alberta 2000 — 2005
Bachelor of Arts, Psychology
TD November 2014 - Present
TD Canada Trust October 2006 - November 2014
Provigo October 2005 - October 2006
Seagram 2000 - 2003
Skills
Coaching, Performance Management, Mortgage Lending, Employee Relations, Recruiting, Retail Banking, Investments, Management, Employee Engagement, Human Resources, Call Centers, Succession Planning, Onboarding, Banking, Change Management, Workforce Planning, Talent Acquisition, Leadership, Organizational..., Customer Service, Risk Management, Talent Management
Education
Université du Québec à Montréal / UQAM 1998 — 2007
Bachelor of Business Administration (B.B.A.), Ressources humaines
Schneider Electric September 2015 - Present
TD June 2015 - Present
TD Canada Trust October 2012 - June 2015
HBC-Home Outfitters Canada January 2011 - August 2012
Raiffeisen Bank September 2008 - September 2010
Skills
Employee Relations, Financial Reporting, Budgeting, Excel, Microsoft Office, Budgets, Microsoft Excel, Leadership, Coaching, Team Leadership, Risk Management, Analysis, Change Management, Negotiation, Teamwork, Performance Management, Organizational..., Management
Education
Université du Québec à Montréal / UQAM 2011 — 2012
Certificat, Human Resources Management/Personnel Administration, General
University of Bucharest 1994 — 1998
Law, Law
Nestlé Nespresso May 2015 - Present
British American Tobacco June 2006 - May 2015
TD Canada Trust June 2005 - May 2006
Skills
Trade Marketing, FMCG, Negotiation, Sales Management, Team Management, Customer Engagement, Business Strategy, Promotions, Project Management, Management, Team Leadership, Key Account Management, Marketing Strategy, B2B, Contract Negotiation, Business Development, Market Analysis, Forecasting, Sales Operations, Market Planning, Strategy, Customer Insight, Marketing Management
Education
University of Guelph 2002 — 2006
Honours Bachelor of Business Administration (B.B.A.), Marketing and Finance
RBC June 2012 - Present
TD Canada Trust September 2010 - October 2011
TD Canada Trust April 2008 - June 2010
TD Canada Trust April 2006 - September 2007
TD Canada Trust October 2005 - April 2006
Primerica November 2004 - September 2005
Nando's Chickenland June 2002 - December 2004
Skills
Investment Advisory, Retirement Planning, Mortgage, Credit, Retail Banking, Life Gaurding- Bronze..., First Aid, Mortgage Lending, Investments, Banking, Leadership, Mutual Funds, Sales, Relationship Management, Cross Selling
Education
Canadian Securities Institute 2010 — 2010
Branch Compliance Officer
Canadian Securities Institute 2009 — 2009
Professional Financial Planning Course
University of Guelph 2005 — 2006
Marine and Freshwater Biology
Investment Funds Institute of Canada 2005 — 2005
Canadian Investment Funds Course
LLQP 1 & 2, IFIC, PFPC 2005 — 2005
Humber College, LLQP 1 & 2, IFIC, PFPC
Cambridge Board of International Examinations 1999 — 2000
O’ Levels and A’ Levels
St. Francis Xavier Secondary School
Agrium December 2014 - Present
Cormark Securities May 2014 - December 2014
Paradigm Capital March 2013 - May 2014
Haywood Securities July 2012 - March 2013
FirstEnergy Capital Corp May 2011 - September 2011
Haskayne Commerce Undergraduate Society May 2010 - May 2011
TD Canada Trust June 2008 - February 2010
Skills
Customer Service, Excel, Energy, Customer Relations, PowerPoint, Investment Banking, Oil & Gas Industry, Financial Modeling, Business Valuation, Finance, Corporate Finance, Capital Raising, Microsoft Excel, Business Strategy, Bloomberg, Mergers & Acquisitions, Financial Analysis, Accounting, Strategic Planning
Education
The University of Calgary 2007 — 2012
Bachelor of Commerce (With Distinction), Finance
The University of Calgary 2007 — 2012
Bachelor of Arts (B.A.), Economics
TD Canada Trust September 2009 - Present
Genworth Financial Canada August 2005 - September 2009
TD Canada Trust 2001 - 2005
Skills
Coaching, Sales Management, Recruiting, CRM, Sales, Customer Satisfaction, Marketing, Mortgage Lending, Credit, Insurance, Training, Loans, Residential Mortgages, Financial Services, Business Development, Leadership, Banking, Commercial Mortgages, Finance, Relationship Management, Performance Management, Credit Analysis, Refinance, Retail Banking
Education
University of Alberta
BA, Economics
TD Bank Group June 2010 - Present
TD Canada Trust July 2009 - June 2010
TD Canada Trust 2007 - 2009
Skills
Banking, Credit, Relationship Management, Retail Banking
Education
University of Guelph 2000 — 2003
Bachelor of Arts, Criminal Justice & Public Policy
Franklin Templeton Investments April 2010 - Present
TD Canada Trust January 2005 - April 2010
Skills
Wealth Management, Mutual Funds, Mortgage Lending, Portfolio Management, Investments, Banking, Loans, Credit, Small Business Lending, Retirement Planning, Investment Advisory, Commercial Lending
Education
The University of Calgary 2000 — 2005
Bachelor of Arts (B.A.), Economics
Sir Winston Churchill 1998 — 2000
TD Canada Trust December 2014 - Present
TD Canada Trust July 2013 - December 2014
TD CANADA TRUST June 2010 - July 2013
TD Canada Trust January 2009 - June 2010
TD Canada Trust - TD Auto Finance May 2006 - August 2006
Royal Bank May 2006 - July 2006
Skills
Time Management, Financial Analysis, Data Entry, Databases, Editing, Credit
Education
Université du Québec - Télé-université 2013 — 2014
Université du Québec - Télé-université 2013 — 2014
Université du Québec - Télé-université 2013 — 2014
Université du Québec - Télé-université
Servus Credit Union March 2015 - Present
TD Wealth August 2008 - March 2015
TD November 2004 - March 2015
TD Canada Trust August 2006 - August 2008
TD Canada Trust November 2004 - August 2006
Skills
Mutual Funds, Investments, Banking, Portfolio Management, Investment Advisory, Retirement Planning, Strategic Financial..., Investment Strategies, Asset Allocation, Fixed Income, Equities, Retirement, Financial Advisory, Finance, Financial Services, Financial Planning
Education
University of Alberta 2002 — 2004
BComm, Business Studies
University of Alberta 1998 — 2002
BA, Economics
Suncor Energy November 2014 - Present
Suncor Energy September 2012 - October 2014
Suncor Energy January 2012 - August 2012
TD Canada Trust August 2011 - March 2012
Memorial East Physical Therapy Clinic May 2008 - June 2011
Skills
Accounting, Financial Analysis, Microsoft Excel, Customer Service, Time Management, Microsoft Office, Microsoft Word, Finance, Analytical Skills, Teamwork, PowerPoint, Financial Reporting, Account Reconciliation, Analysis
Education
The University of Calgary 2007 — 2011
Bachelor of Commerce, Accounting
TD Canada Trust February 2010 - Present
TD 1990 - Present
Skills
Management, Customer Service, Consumer Lending, Mortgage Lending, Retail Banking, Credit Analysis, Loans, Credit, Banking
Education
University of Calgary 1994 — 1997
Business Management
University of Calgary
TD July 2013 - Present
TD August 2012 - June 2013
TD Bank Group October 2011 - August 2012
TD Canada Trust September 2010 - October 2011
Private School, Toronto March 2010 - August 2010
TD Bank Group January 2005 - March 2010
Skills
Mutual Funds, Banking, Wealth Management, Loans, Investments, Mortgage Lending, Credit, Portfolio Management, Retail Banking, Credit Analysis, Leadership
Education
University of Toronto - Rotman School of Management 2012 — 2012
The University of Calgary 2002 — 2007
Bachelor of Arts (B.A.)
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. May 2012 - Present
Bank of America August 2011 - April 2012
Gorrie Marketing June 2008 - December 2010
TD Canada Trust November 2007 - December 2009
Skills
Customer Service, Finance, Customer Satisfaction, Account Reconciliation, Management, Loans, Auditing, Merchandising, Quality Assurance, Sales, Internal Audit, Financial Risk, Microsoft Excel, Project Management, Team Building, Project Planning, Procurement, Purchasing, Real Estate, Credit Analysis, QuickBooks, Insurance, Analysis
Education
University of California, Los Angeles 2014 — 2015
certificate in Real estate, Real Estate
York University 2007 — 2010
BA, Business and Society
Seneca College
Diploma, International Business
TD Waterhouse February 2010 - Present
TD Canada Trust December 2008 - February 2010
Education
University of Calgary 2004 — 2008
TD Wealth Private Investment Advice August 2014 - Present
TD June 2012 - August 2014
TD Bank Group February 2011 - June 2012
TD Canada Trust May 2010 - February 2011
Skills
Credit, Retail Banking, Banking, Investments, Team Leadership, Finance, Mortgage Lending, Financial Analysis, Marketing, Customer Service, Microsoft Excel, Mutual Funds, Financial Services, Leadership
Education
University of Guelph 2006 — 2010
B.Comm, Marketing and Consumer Studies
hillfield 1998 — 2006
ATB Financial March 2014 - Present
TransAlta April 2013 - March 2014
TD July 2012 - April 2013
TD Bank Group September 2011 - July 2012
TD Waterhouse February 2010 - September 2011
TD Canada Trust December 2008 - February 2010
Skills
Credit, Banking
Education
University of Calgary
National Bank July 2015 - Present
National Bank of Canada October 2012 - July 2015
Canadian Western Bank August 2011 - October 2012
TD Canada Trust September 2008 - August 2011
Skills
Mutual Funds, Asset Allocation, Investment Products, New Business Development, Business Relationship...
Education
The University of Calgary 2007 — 2010
Bachelor of Arts (BA)
TD Canada Trust December 2014 - Present
TD August 2014 - November 2014
Mischief September 2009 - September 2014
Guelph-Humber Accounting Council June 2011 - April 2012
University of Guelph-Humber April 2010 - April 2012
Skills
Microsoft Excel, Teamwork, Time Management, PowerPoint, Microsoft Office, Customer Service, Student Leadership, Data Entry, Office Administration, Outlook, Event Planning, Critical Thinking, Financial Analysis, Microsoft Word, Research, Financial Reporting, Public Speaking, QuickBooks, Event Management, Accounting
Education
University of Guelph 2009 — 2013
Honours Bachelors Degree and Diploma, Business Administration, Accounting
TD Canada Trust April 2010 - Present
Immigrant Services Calgary November 2006 - September 2008
Crowfoot YMCA Calgary May 2006 - November 2006
Education
The University of Calgary
Bachelor of Arts, Double Major in International Relations & Psychology
TD CANADA TRUST January 2005 - September 2009
SCOTIABANK January 1998 - June 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
The University of Calgary
Bachelor's degree, Political Economy
RBC Capital Markets March 2015 - Present
Credit Union Central Alberta August 2013 - February 2015
TD CANADA TRUST 2012 - February 2015
Cervus Equipment Corporation 2012 - September 2013
Ernst & Young, AB September 2011 - 2012
Skills
Strategic Financial..., Accounts Payable, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, PeopleSoft, Financial Accounting, General Ledger, Microsoft Excel, Financial Analysis, Access, Internal Controls, Account Reconciliation, Variance Analysis, Financial Statements, Banking, Outlook, Accruals, Managerial Finance, Management Accounting, Financial Modeling, Finance, IFRS, Analysis, Budgets
Education
Haskayne School of Business, University of Calgary2006 - 2011 2006 — 2011
Bachelor of Commerce, Accounting
The University of Calgary 2006 — 2011
Bachelor of Commerce (B.Com.), Accounting
CFA Institute