T.E. Wealth
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T.E. Wealth Employees
Employee
Years
Job
Industry
Sara Ready Sara Ready's T.E. Wealth Experience July 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
T.E. Wealth July 2015 - Present
Tangerine Investment Funds Limited December 2010 - September 2014
InCharge Canada June 2008 - June 2010
Bayer CropScience May 2007 - December 2007
Skills
Financial Services, Investments, Project Management, Customer Service, Training, Communication, Mutual Funds, French, Corporate Events, Customer Experience, Banking, Credit Counseling, Microsoft Office, Finance, Budgets, Credit, Financial Analysis, Leadership, Risk Management, Sales
Education
McMaster University 2003 — 2007
Bachelor of Arts and Science with a minor in French
Canadian Securities Institute
Insolvency Counsellor's Qualification Course (ICQC)
T.E. Wealth July 2015 - Present
Tangerine Investment Funds Limited December 2010 - September 2014
InCharge Canada June 2008 - June 2010
Bayer CropScience May 2007 - December 2007
Skills
Financial Services, Investments, Project Management, Customer Service, Training, Communication, Mutual Funds, French, Corporate Events, Customer Experience, Banking, Credit Counseling, Microsoft Office, Finance, Budgets, Credit, Financial Analysis, Leadership, Risk Management, Sales
Education
McMaster University 2003 — 2007
Bachelor of Arts and Science with a minor in French
Canadian Securities Institute
Insolvency Counsellor's Qualification Course (ICQC)
Connie Cooper Connie Cooper's T.E. Wealth Experience Human Resources ManagerT.E. Wealth2003 - 2007
Job V.P. Operations at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth Human Resources ManagerT.E. Wealth2003 - 2007
Skills
Retirement Planning, Succession Planning, Human Resources, Strategic Financial..., Valuation, Employee Benefits, Pensions
Education
University of Windsor 1991 — 1993
Master's of Arts, History
Trent University 1986 — 1989
T.E. Wealth Human Resources ManagerT.E. Wealth2003 - 2007
Skills
Retirement Planning, Succession Planning, Human Resources, Strategic Financial..., Valuation, Employee Benefits, Pensions
Education
University of Windsor 1991 — 1993
Master's of Arts, History
Trent University 1986 — 1989
Denis Lessard, F.Pl., CIM Denis Lessard, F.Pl., CIM's T.E. Wealth Experience May 1998 - March 2000
Job Senior Financial Consultant at MD Management Limited
Industry Financial Services
Experience
MD Management Limited July 2015 - Present
BMO Private Banking February 2014 - June 2015
TD Wealth May 2012 - January 2014
HSBC Global Asset Management October 2006 - May 2012
Scotia Private Client Group March 2006 - October 2006
BMO Financial Group March 2005 - March 2006
National Bank of Canada March 2000 - March 2005
T.E. Wealth May 1998 - March 2000
National Trust September 1996 - May 1998
Star Data Systems, Inc. May 1988 - September 1996
Skills
HNW, Financial Planners, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Wills, Bonds, Wealth Management..., Finance, Financial Advisory, Private Banking, ETFs, High Net Worth..., Securities, Wealth
Education
Université Laval 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
CEGEP François-Xavier Garneau 1982 — 1984
DEC
MD Management Limited July 2015 - Present
BMO Private Banking February 2014 - June 2015
TD Wealth May 2012 - January 2014
HSBC Global Asset Management October 2006 - May 2012
Scotia Private Client Group March 2006 - October 2006
BMO Financial Group March 2005 - March 2006
National Bank of Canada March 2000 - March 2005
T.E. Wealth May 1998 - March 2000
National Trust September 1996 - May 1998
Star Data Systems, Inc. May 1988 - September 1996
Skills
HNW, Financial Planners, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Wills, Bonds, Wealth Management..., Finance, Financial Advisory, Private Banking, ETFs, High Net Worth..., Securities, Wealth
Education
Université Laval 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
CEGEP François-Xavier Garneau 1982 — 1984
DEC
Aric Lee Aric Lee's T.E. Wealth Experience February 2010 - April 2010
Job Financial Advisor at SelfEmployed
Industry Financial Services
Experience
Self-Employed October 2013 - Present
Nextmod Montreal April 2013 - Present
Botica Capital January 2012 - Present
ACTRA 2008 - Present
Chelee Financial Services Inc. December 2010 - April 2011
T.E. Wealth February 2010 - April 2010
Marianopolis College August 2008 - March 2009
Marianopolis College August 2007 - March 2008
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, English, French, Mandarin, Customer Service, Leadership, Organization, Time Management, Sales, Mutual Funds, Investments, Microsoft Word, Life Insurance, Segregated Funds
Education
John Molson School of Business 2010 — 2012
Bachelor of Commerce (B.Com.), Finance
Marianopolis College 2005 — 2007
College Studies, Science
Self-Employed October 2013 - Present
Nextmod Montreal April 2013 - Present
Botica Capital January 2012 - Present
ACTRA 2008 - Present
Chelee Financial Services Inc. December 2010 - April 2011
T.E. Wealth February 2010 - April 2010
Marianopolis College August 2008 - March 2009
Marianopolis College August 2007 - March 2008
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, English, French, Mandarin, Customer Service, Leadership, Organization, Time Management, Sales, Mutual Funds, Investments, Microsoft Word, Life Insurance, Segregated Funds
Education
John Molson School of Business 2010 — 2012
Bachelor of Commerce (B.Com.), Finance
Marianopolis College 2005 — 2007
College Studies, Science
Lana Porter Lana Porter's T.E. Wealth Experience April 2006 - May 2008
Job RBC Wealth Management Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities November 2013 - Present
HSBC May 2008 - November 2013
T.E. Wealth April 2006 - May 2008
CIBC 1991 - 2006
Skills
Banking, Credit, Wealth Management, Portfolio Management, Commercial Banking, Loans, Credit Analysis, Credit Risk, Mortgage Lending, Retail Banking, Strategic Financial..., Investments, Risk Management, Relationship Management, Financial Analysis, Mutual Funds, Capital Markets
Education
Mount Royal College
RBC Dominion Securities November 2013 - Present
HSBC May 2008 - November 2013
T.E. Wealth April 2006 - May 2008
CIBC 1991 - 2006
Skills
Banking, Credit, Wealth Management, Portfolio Management, Commercial Banking, Loans, Credit Analysis, Credit Risk, Mortgage Lending, Retail Banking, Strategic Financial..., Investments, Risk Management, Relationship Management, Financial Analysis, Mutual Funds, Capital Markets
Education
Mount Royal College
Alison Beaubien Alison Beaubien's T.E. Wealth Experience January 2001 - Present
Job Senior Administrative Assistant at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth January 2001 - Present
Skills
Microsoft Office, Mutual Funds, Customer Service, Strategic Planning, Financial Analysis, Investments
Education
Ryerson University 1979 — 1982
Secretarial & Administrative Studies
T.E. Wealth January 2001 - Present
Skills
Microsoft Office, Mutual Funds, Customer Service, Strategic Planning, Financial Analysis, Investments
Education
Ryerson University 1979 — 1982
Secretarial & Administrative Studies
Dave Gillan Dave Gillan's T.E. Wealth Experience 2008 - Present
Job Vice President at T.E. Wealth
Industry Investment Management
Experience
T.E. Wealth 2008 - Present
Cumberland Private Wealth Management June 2003 - February 2008
Skills
Retirement Planning, Financial Planning, Wealth Management, Estate Planning, Investments, Financial Analysis, Asset Management, Insurance Planning, Strategic Financial..., Alternative Investments, Investment Strategies, Financial Advisory, Financial Planners, Investment Management, Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Pensions
Education
Durham College 1983 — 1985
T.E. Wealth 2008 - Present
Cumberland Private Wealth Management June 2003 - February 2008
Skills
Retirement Planning, Financial Planning, Wealth Management, Estate Planning, Investments, Financial Analysis, Asset Management, Insurance Planning, Strategic Financial..., Alternative Investments, Investment Strategies, Financial Advisory, Financial Planners, Investment Management, Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Pensions
Education
Durham College 1983 — 1985
Terry Willis Terry Willis's T.E. Wealth Experience October 2007 - Present
Job Vice President at T.E. Wealth
Industry Investment Management
Experience
T.E. Wealth October 2007 - Present
Hunter & Partners January 2002 - September 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Financial Advisory, Financial Planners, ETFs, Investment Advisory, Wealth, Investment Management, Retirement, Strategic Financial..., Alternative Investments, Securities, High Net Worth..., Financial Analysis, Fixed Income, Asset Management, Pensions, Equities, Risk Management
Education
University of Guelph 1990 — 1993
Economics, Economics
T.E. Wealth October 2007 - Present
Hunter & Partners January 2002 - September 2007
Skills
Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Financial Advisory, Financial Planners, ETFs, Investment Advisory, Wealth, Investment Management, Retirement, Strategic Financial..., Alternative Investments, Securities, High Net Worth..., Financial Analysis, Fixed Income, Asset Management, Pensions, Equities, Risk Management
Education
University of Guelph 1990 — 1993
Economics, Economics
Karen Hall CFP, R.F.P. Karen Hall CFP, R.F.P.'s T.E. Wealth Experience 2003 - Present
Job Vice President, Financial Education and Employer Services at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth 2003 - Present
KH Financial 1997 - 2003
Canada Trust 1995 - 1997
Husky Oil 1981 - 1991
Skills
Investments, Retirement Planning, Pensions, Financial Planners, Investment Management, Personal Finance, Employee Benefits, Retirement, Asset Allocation, Financial Planning, Wealth Management, Estate Planning, Investment Strategies, Mutual Funds, Asset Management, Portfolio Management
Education
Institute of Advanced Financial Planners
R.F.P., Registered Financial Planner
Financial Planning Standards Council
CFP, Certified Financial Planner
University of Calgary 1976 — 1981
B.Sc., Geology with an Economics minor
T.E. Wealth 2003 - Present
KH Financial 1997 - 2003
Canada Trust 1995 - 1997
Husky Oil 1981 - 1991
Skills
Investments, Retirement Planning, Pensions, Financial Planners, Investment Management, Personal Finance, Employee Benefits, Retirement, Asset Allocation, Financial Planning, Wealth Management, Estate Planning, Investment Strategies, Mutual Funds, Asset Management, Portfolio Management
Education
Institute of Advanced Financial Planners
R.F.P., Registered Financial Planner
Financial Planning Standards Council
CFP, Certified Financial Planner
University of Calgary 1976 — 1981
B.Sc., Geology with an Economics minor
Carla Norris Carla Norris's T.E. Wealth Experience October 2008 - March 2012
Job Senior Consultant, Trust & Advisory Service at National Bank Private Wealth 1859
Industry Financial Services
Experience
National Bank Financial March 2012 - Present
T.E. Wealth October 2008 - March 2012
Rycroft & Associates, Inc. January 2002 - September 2008
Rycroft & Associates Inc. November 1994 - January 2002
Kernaghan Adjusters Ltd November 1992 - April 1994
Regency Prescriptions August 1988 - November 1992
Skills
Retirement Planning, Strategic Financial..., Financial Planning, Financial Planners, Retirement, Estate Planning, Wealth
Education
Retirement Planning Association of Canada 2002 — 2002
Professional Retirement Planner (PRP) Designation, Retirement Planning
Canadian Securities Institute 1999 — 1999
Canadian Securities Course
British Columbia Institute of Technology 1995 — 1998
Associate Certificate in Financial Planning, Financial Planning
Toastmasters International
Competent Communicator Designation, Public Speaking
National Bank Financial March 2012 - Present
T.E. Wealth October 2008 - March 2012
Rycroft & Associates, Inc. January 2002 - September 2008
Rycroft & Associates Inc. November 1994 - January 2002
Kernaghan Adjusters Ltd November 1992 - April 1994
Regency Prescriptions August 1988 - November 1992
Skills
Retirement Planning, Strategic Financial..., Financial Planning, Financial Planners, Retirement, Estate Planning, Wealth
Education
Retirement Planning Association of Canada 2002 — 2002
Professional Retirement Planner (PRP) Designation, Retirement Planning
Canadian Securities Institute 1999 — 1999
Canadian Securities Course
British Columbia Institute of Technology 1995 — 1998
Associate Certificate in Financial Planning, Financial Planning
Toastmasters International
Competent Communicator Designation, Public Speaking
Josea Paul Josea Paul's T.E. Wealth Experience May 2011 - December 2013
Job Connections Ministries at C4 Church
Industry Accounting
Experience
C4 Church October 2014 - Present
Enterprise Holdings January 2014 - December 2014
T.E. Wealth May 2011 - December 2013
Mrs. Anne Matthews January 2008 - May 2011
Dayspring Landscape Design May 2009 - July 2009
University of Western Ontario October 2007 - April 2009
Pickering High School September 2005 - December 2008
Ajax Public Library July 2006 - August 2007
Skills
Excel, Invoicing, Word, PowerPoint, Microsoft Office, Customer Service, Accounting, Accounts Receivable, Billing, Microsoft Excel, Microsoft Word
Education
Canadian Payroll Association 2013 — 2014
Payroll Compliance Practitioner
Centennial College 2010 — 2011
Diploma, Business Administration Accounting
The University of Western Ontario 2007 — 2009
Actuarial Science, Italian Language
C4 Church October 2014 - Present
Enterprise Holdings January 2014 - December 2014
T.E. Wealth May 2011 - December 2013
Mrs. Anne Matthews January 2008 - May 2011
Dayspring Landscape Design May 2009 - July 2009
University of Western Ontario October 2007 - April 2009
Pickering High School September 2005 - December 2008
Ajax Public Library July 2006 - August 2007
Skills
Excel, Invoicing, Word, PowerPoint, Microsoft Office, Customer Service, Accounting, Accounts Receivable, Billing, Microsoft Excel, Microsoft Word
Education
Canadian Payroll Association 2013 — 2014
Payroll Compliance Practitioner
Centennial College 2010 — 2011
Diploma, Business Administration Accounting
The University of Western Ontario 2007 — 2009
Actuarial Science, Italian Language
David Matchett David Matchett's T.E. Wealth Experience December 1991 - August 1997
Job Vice President, Training & Practice Management at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
RBC Wealth Management March 2007 - Present
BMO Nesbitt Burns August 1997 - March 2007
T.E. Wealth December 1991 - August 1997
T.E. Wealth February 1988 - December 1991
Skills
Financial Planning, Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Advisory, Investment Strategies, Portfolio Management, Asset Allocation, Asset Management
Education
Concordia University 1982 — 1985
BComm, Commerce, Business Systems
RBC Wealth Management October 2014 - Present
RBC Wealth Management March 2007 - Present
BMO Nesbitt Burns August 1997 - March 2007
T.E. Wealth December 1991 - August 1997
T.E. Wealth February 1988 - December 1991
Skills
Financial Planning, Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Advisory, Investment Strategies, Portfolio Management, Asset Allocation, Asset Management
Education
Concordia University 1982 — 1985
BComm, Commerce, Business Systems
Scott Mckenzie, CFA Scott Mckenzie, CFA's T.E. Wealth Experience December 2013 - Present
Job Senior VicePresident at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth December 2013 - Present
T.E. Wealth October 2001 - November 2013
Skills
Financial Planners, Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management, Wealth, Investment Management, Investment Strategies, Tax Preparation, Financial Advisory, Portfolio Management, Investments, Mutual Funds, Asset Allocation
Education
Harvard Business School
University of Toronto
T.E. Wealth December 2013 - Present
T.E. Wealth October 2001 - November 2013
Skills
Financial Planners, Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management, Wealth, Investment Management, Investment Strategies, Tax Preparation, Financial Advisory, Portfolio Management, Investments, Mutual Funds, Asset Allocation
Education
Harvard Business School
University of Toronto
Matthew Castling Matthew Castling's T.E. Wealth Experience July 2013 - Present
Job Paraplanner at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth July 2013 - Present
Canadian Forces May 2013 - Present
RBC May 2012 - June 2013
Newport Liquor Merchants March 2009 - August 2011
British Columbia Institute of Technology Marketing Association (BCITMA) May 2010 - May 2011
Shark Club June 2008 - December 2008
TIM-BR MARTS Ltd. April 2008 - September 2008
The Home Depot September 2007 - March 2008
Coast Mountain Sports 2004 - 2006
Skills
Personal Financial..., Tax Preparation, Management, Project Management, Operational Streamlining, Time Management, Customer Service, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Access, Finance, Outlook, Project Planning, Portfolio Management, Critical Thinking, Financial Analysis, Leadership, Organizational...
Education
British Columbia Institute of Technology 2012 — 2019
Bachelor’s Degree, Business Administration
University of Applied Scienced BFI Vienna 2011 — 2012
BBA, International Banking and Finance
British Columbia Institute of Technology 2009 — 2011
Diploma of Technology, Financial Management- Financial Planning Option
T.E. Wealth July 2013 - Present
Canadian Forces May 2013 - Present
RBC May 2012 - June 2013
Newport Liquor Merchants March 2009 - August 2011
British Columbia Institute of Technology Marketing Association (BCITMA) May 2010 - May 2011
Shark Club June 2008 - December 2008
TIM-BR MARTS Ltd. April 2008 - September 2008
The Home Depot September 2007 - March 2008
Coast Mountain Sports 2004 - 2006
Skills
Personal Financial..., Tax Preparation, Management, Project Management, Operational Streamlining, Time Management, Customer Service, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Access, Finance, Outlook, Project Planning, Portfolio Management, Critical Thinking, Financial Analysis, Leadership, Organizational...
Education
British Columbia Institute of Technology 2012 — 2019
Bachelor’s Degree, Business Administration
University of Applied Scienced BFI Vienna 2011 — 2012
BBA, International Banking and Finance
British Columbia Institute of Technology 2009 — 2011
Diploma of Technology, Financial Management- Financial Planning Option
Pascal J Thompson, CFA Pascal J Thompson, CFA's T.E. Wealth Experience January 2008 - Present
Job Investment Counsellor at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth January 2008 - Present
Accountemps June 2007 - August 2007
Banks Island Managment Services Inc. December 2005 - June 2007
Shell June 2002 - June 2006
Skills
Excel, Investments, Microsoft Office, Wealth Management, Accounting, Customer Service, Financial Analysis, PowerPoint, Financial Planning, Customer Relations, Retirement Planning, Asset Management, Financial Reporting, Portfolio Management, Spreadsheets, Data Analysis, Research, Tax, Account Management, Documentation, Problem Solving, Strategic Financial..., Asset Managment, Mutual Funds, Investment Advisory, Investment Management, Estate Planning, Financial Planners, Asset Allocation
Education
British Columbia Institute of Technology 2007 — 2008
BBA, Business Administration and Management, General
British Columbia Institute of Technology 2005 — 2007
Diploma, Advanced Accounting
Britannia 2000 — 2002
Diploma, International Baccalaureate
T.E. Wealth January 2008 - Present
Accountemps June 2007 - August 2007
Banks Island Managment Services Inc. December 2005 - June 2007
Shell June 2002 - June 2006
Skills
Excel, Investments, Microsoft Office, Wealth Management, Accounting, Customer Service, Financial Analysis, PowerPoint, Financial Planning, Customer Relations, Retirement Planning, Asset Management, Financial Reporting, Portfolio Management, Spreadsheets, Data Analysis, Research, Tax, Account Management, Documentation, Problem Solving, Strategic Financial..., Asset Managment, Mutual Funds, Investment Advisory, Investment Management, Estate Planning, Financial Planners, Asset Allocation
Education
British Columbia Institute of Technology 2007 — 2008
BBA, Business Administration and Management, General
British Columbia Institute of Technology 2005 — 2007
Diploma, Advanced Accounting
Britannia 2000 — 2002
Diploma, International Baccalaureate
Ariane Denis Ariane Denis's T.E. Wealth Experience November 2014 - Present
Job Pl. Fin.
Industry Financial Services
Experience
T.E. Wealth November 2014 - Present
Education
McGill University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance et entrepreneuship
T.E. Wealth November 2014 - Present
Education
McGill University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance et entrepreneuship
Emerita Mercado, CFP, TEP Emerita Mercado, CFP, TEP's T.E. Wealth Experience July 2015 - Present
Job Financial Consultant at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth July 2015 - Present
Skills
Valuation, Investments, Wealth Management, Research, Microsoft Word, Strategic Financial..., Pensions, Customer Service, Retirement Planning, Financial Modeling, Financial Advisory, Investment Advisory, Estate Planning, Financial Planning, Wealth, Retirement, Mutual Funds, Investment Strategies, Portfolio Management, Finance, Insurance, Asset Allocation, Asset Management, Trusts, Tax, Financial Analysis, Investment Management
Education
STEP Canada 2012 — 2014
STEP Canada Diploma Program, Trust and Estate
Lyceum of the Philippines - Intramuros, Manila 1990 — 1993
Master of Arts (M.A.), Economics
Pamantasan ng Lungsod ng Maynila 1985 — 1989
Bachelor of Science (B.S.), Economics
Financial Planning Standards Council (FPSC)
Certified Financial Planner, Financial Planning and Services
Canadian Securities Institute
Personal Financial Planning Course, Financial Planning and Services
Canadian Securities Institute
Investment Funds in Canada (IFIC Course), Investment Funds
Ryerson University
Marketing Management, Marketing/Marketing Management, General
Seneca College of Applied Arts and Technology
Financial Planning Course, Financial Planning and Services
T.E. Wealth July 2015 - Present
Skills
Valuation, Investments, Wealth Management, Research, Microsoft Word, Strategic Financial..., Pensions, Customer Service, Retirement Planning, Financial Modeling, Financial Advisory, Investment Advisory, Estate Planning, Financial Planning, Wealth, Retirement, Mutual Funds, Investment Strategies, Portfolio Management, Finance, Insurance, Asset Allocation, Asset Management, Trusts, Tax, Financial Analysis, Investment Management
Education
STEP Canada 2012 — 2014
STEP Canada Diploma Program, Trust and Estate
Lyceum of the Philippines - Intramuros, Manila 1990 — 1993
Master of Arts (M.A.), Economics
Pamantasan ng Lungsod ng Maynila 1985 — 1989
Bachelor of Science (B.S.), Economics
Financial Planning Standards Council (FPSC)
Certified Financial Planner, Financial Planning and Services
Canadian Securities Institute
Personal Financial Planning Course, Financial Planning and Services
Canadian Securities Institute
Investment Funds in Canada (IFIC Course), Investment Funds
Ryerson University
Marketing Management, Marketing/Marketing Management, General
Seneca College of Applied Arts and Technology
Financial Planning Course, Financial Planning and Services
Tamara Zderic Tamara Zderic's T.E. Wealth Experience November 2012 - May 2015
Job Financial Planning Associate at Scotiabank
Industry Financial Services
Experience
Scotiabank May 2015 - Present
TE Wealth November 2012 - May 2015
T.E. Wealth September 2011 - October 2012
Greenrock Property Management April 2010 - May 2011
Sannex Inc June 2008 - January 2009
Skills
Microsoft Office, Keypoint Reply..., Customer Service, Research, PowerPoint, Administration, System Administration, Accounting, Retirement Planning, Microsoft Word, New Business Development, Microsoft Excel, Banking, Financial Analysis
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Financial Planning
CSI Global Education 2013 — 2013
Canadian Securities Course
Seneca College of Applied Arts and Technology 2007 — 2010
Business Management
Northern Secondary School
Scotiabank May 2015 - Present
TE Wealth November 2012 - May 2015
T.E. Wealth September 2011 - October 2012
Greenrock Property Management April 2010 - May 2011
Sannex Inc June 2008 - January 2009
Skills
Microsoft Office, Keypoint Reply..., Customer Service, Research, PowerPoint, Administration, System Administration, Accounting, Retirement Planning, Microsoft Word, New Business Development, Microsoft Excel, Banking, Financial Analysis
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Financial Planning
CSI Global Education 2013 — 2013
Canadian Securities Course
Seneca College of Applied Arts and Technology 2007 — 2010
Business Management
Northern Secondary School
Emma Cooper-Key Emma Cooper-Key's T.E. Wealth Experience May 2010 - February 2012
Job RFP Specialist at Mawer Investment Management
Industry Investment Management
Experience
Mawer Investment Management February 2015 - Present
Mawer Investment Management February 2012 - February 2015
T.E. Wealth May 2010 - February 2012
Chrysler Financial November 2005 - June 2007
Education
The University of Lethbridge 2007 — 2010
Bachelor of Management, Finance
Mawer Investment Management February 2015 - Present
Mawer Investment Management February 2012 - February 2015
T.E. Wealth May 2010 - February 2012
Chrysler Financial November 2005 - June 2007
Education
The University of Lethbridge 2007 — 2010
Bachelor of Management, Finance
Marc-André Maheu Marc-André Maheu's T.E. Wealth Experience May 2013 - August 2013
Job Agent Principal, Relations Clients | Senior Client Relationship Officer at BDC
Industry Banking
Experience
BDC December 2014 - Present
BDC September 2014 - December 2014
Collège Jean de la Mennais September 2009 - December 2013
T.E. Wealth May 2013 - August 2013
Skills
French, English, Microsoft Office, Financial Analysis, Leadership, Teamwork, Strategy, Mergers & Acquisitions, PowerPoint, Analysis, International Business, Microsoft Word, Time Management
Education
Concordia University 2011 — 2015
Bachelor's Degree, Finance
The University of Nottingham Ningbo China 2014 — 2014
Bachelor's Degree, Semester Abroad
Dawson College 2009 — 2011
DEC, Commerce
BDC December 2014 - Present
BDC September 2014 - December 2014
Collège Jean de la Mennais September 2009 - December 2013
T.E. Wealth May 2013 - August 2013
Skills
French, English, Microsoft Office, Financial Analysis, Leadership, Teamwork, Strategy, Mergers & Acquisitions, PowerPoint, Analysis, International Business, Microsoft Word, Time Management
Education
Concordia University 2011 — 2015
Bachelor's Degree, Finance
The University of Nottingham Ningbo China 2014 — 2014
Bachelor's Degree, Semester Abroad
Dawson College 2009 — 2011
DEC, Commerce
Graeme Egan, B.A.,CFP, CIM Graeme Egan, B.A.,CFP, CIM's T.E. Wealth Experience October 1999 - July 2009
Job
Industry Financial Services
Experience
Independent Financial Planner July 2015 - Present
KCM Wealth Management Inc. August 2009 - May 2015
T.E. Wealth October 1999 - July 2009
T.E. Financial Consultants Ltd., Calgary office June 1996 - September 1999
T.E. Financial Consultants Ltd, Calgary office January 1991 - May 1996
T.E. Financial Consultants Ltd, Toronto office April 1988 - December 1990
Skills
Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Estate Planning, Financial Advisory, Asset Allocation, Retirement, Pensions, Financial Planners, Strategic Financial..., Investment Management, Personal Financial..., Wealth, Portfolio Management, Wealth Management..., Alternative Investments, Investments, Equities, Asset Management, Securities, Financial Planning
Education
McMaster University 1984 — 1988
B.A., Economics
Royal St. George's College 1977 — 1984
Independent Financial Planner July 2015 - Present
KCM Wealth Management Inc. August 2009 - May 2015
T.E. Wealth October 1999 - July 2009
T.E. Financial Consultants Ltd., Calgary office June 1996 - September 1999
T.E. Financial Consultants Ltd, Calgary office January 1991 - May 1996
T.E. Financial Consultants Ltd, Toronto office April 1988 - December 1990
Skills
Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Estate Planning, Financial Advisory, Asset Allocation, Retirement, Pensions, Financial Planners, Strategic Financial..., Investment Management, Personal Financial..., Wealth, Portfolio Management, Wealth Management..., Alternative Investments, Investments, Equities, Asset Management, Securities, Financial Planning
Education
McMaster University 1984 — 1988
B.A., Economics
Royal St. George's College 1977 — 1984
Patrizio Fortino, B.B.A., CFA's T.E. Wealth Experience March 2005 - Present
Job Investment Counselor
Industry Investment Management
Experience
T.E. Wealth March 2005 - Present
Swifttrade August 2004 - December 2004
National Bank Financial June 2001 - August 2004
Talvest Fund Management November 2000 - June 2001
BMO Financial Group June 2000 - November 2000
Skills
Investments, Wealth Management, Investment Strategies, Financial Analysis
Education
CFA Institute 2006 — 2007
CFA Program
1997 — 2000
B.B.A., Finance
Canadian Securities Institute
Financial Planning Program
Canadian Securities Institute
Canadian Securities Course
T.E. Wealth March 2005 - Present
Swifttrade August 2004 - December 2004
National Bank Financial June 2001 - August 2004
Talvest Fund Management November 2000 - June 2001
BMO Financial Group June 2000 - November 2000
Skills
Investments, Wealth Management, Investment Strategies, Financial Analysis
Education
CFA Institute 2006 — 2007
CFA Program
1997 — 2000
B.B.A., Finance
Canadian Securities Institute
Financial Planning Program
Canadian Securities Institute
Canadian Securities Course
Li-Lien Gibbons's T.E. Wealth Experience March 2003 - June 2007
Job Client Service Investment Management, Letko Brosseau & Assoc. Inc.
Industry Investment Management
Experience
Letko Brosseau & Associates Inc. June 2007 - Present
T.E. Wealth March 2003 - June 2007
Moving the Economy 1996 - 2001
Education
The University of British Columbia 1990 — 1994
Letko Brosseau & Associates Inc. June 2007 - Present
T.E. Wealth March 2003 - June 2007
Moving the Economy 1996 - 2001
Education
The University of British Columbia 1990 — 1994
Mathieu Sabourin's T.E. Wealth Experience January 2008 - October 2014
Job Senior Financial Planning Associate at ScotiaBank
Industry Financial Services
Experience
ScotiaBank November 2014 - Present
T.E. Wealth January 2008 - October 2014
Desjardins January 2005 - March 2007
RBC June 1992 - December 2004
Skills
Financial Planning, Tax Preparation, Portfolio Management
Education
Concordia University 1994 — 1998
BCom, Commerce
Jean-de-Brébeuf 1992 — 1994
ScotiaBank November 2014 - Present
T.E. Wealth January 2008 - October 2014
Desjardins January 2005 - March 2007
RBC June 1992 - December 2004
Skills
Financial Planning, Tax Preparation, Portfolio Management
Education
Concordia University 1994 — 1998
BCom, Commerce
Jean-de-Brébeuf 1992 — 1994
Steven Belchetz's T.E. Wealth Experience February 2003 - Present
Job President at T.E.Wealth
Industry Financial Services
Experience
T.E. Wealth February 2003 - Present
Ernst & Young Investment Advisers Inc. 1996 - 2002
Nigel Stephens Counsel January 1990 - November 1996
Skills
Portfolio Management, Wealth Management, Investments, Investment Strategies, Asset Managment, Mutual Funds, Strategic Financial..., Retirement Planning, Investment Management, Alternative Investments, Estate Planning, ETFs, Equities, Fixed Income, Pensions, Financial Modeling, Valuation, Investment Advisory, Hedge Funds, Asset Allocation, Financial Analysis, Wealth, Asset Management, Financial Advisory, Financial Planners
Education
McMaster University 1987 — 1989
MBA, Finance
The University of Western Ontario 1984 — 1987
BA, Statistics
T.E. Wealth February 2003 - Present
Ernst & Young Investment Advisers Inc. 1996 - 2002
Nigel Stephens Counsel January 1990 - November 1996
Skills
Portfolio Management, Wealth Management, Investments, Investment Strategies, Asset Managment, Mutual Funds, Strategic Financial..., Retirement Planning, Investment Management, Alternative Investments, Estate Planning, ETFs, Equities, Fixed Income, Pensions, Financial Modeling, Valuation, Investment Advisory, Hedge Funds, Asset Allocation, Financial Analysis, Wealth, Asset Management, Financial Advisory, Financial Planners
Education
McMaster University 1987 — 1989
MBA, Finance
The University of Western Ontario 1984 — 1987
BA, Statistics
Deepa Vora's T.E. Wealth Experience 2000 - 2006
Job Head of Technology at Jovian Capital Corportation
Industry Financial Services
Experience
Felcom Data Services Inc. (Jovian Group of Companies) June 2006 - Present
T.E. Wealth 2000 - 2006
T.E. Financial Consultants Ltd. 1992 - 2000
Skills
Investments, Risk Management, Vendor Management, Business Analysis, Portfolio Management, Banking, Business Intelligence, Wealth Management, Team Leadership, Microsoft Office, IT Strategy, Strategic Planning, Management, Project Management, Business Strategy, Technology Management, Virtualization, Information Technology
Education
University of Mumbai
Mcomm., Banking and Finance
Centennial College International Education Centre
Diploma in Computer Studies
R.A.A.G.
Post Graduate Diploma in Computer Programming Techniques and Applications
Felcom Data Services Inc. (Jovian Group of Companies) June 2006 - Present
T.E. Wealth 2000 - 2006
T.E. Financial Consultants Ltd. 1992 - 2000
Skills
Investments, Risk Management, Vendor Management, Business Analysis, Portfolio Management, Banking, Business Intelligence, Wealth Management, Team Leadership, Microsoft Office, IT Strategy, Strategic Planning, Management, Project Management, Business Strategy, Technology Management, Virtualization, Information Technology
Education
University of Mumbai
Mcomm., Banking and Finance
Centennial College International Education Centre
Diploma in Computer Studies
R.A.A.G.
Post Graduate Diploma in Computer Programming Techniques and Applications
Joe De Giorgio, B.Comm., CFA's T.E. Wealth Experience 2001 - Present
Job Vice President & Investment Counsellor at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth 2001 - Present
RBC Wealth Management 1996 - 2001
Skills
Wealth Management, Asset Management, Strategic Financial..., Bloomberg, Fixed Income, Portfolio Management, Investment Management, Retirement Planning, Asset Allocation, Investment Advisory, Investment Strategies, Fund Of Funds, Alternative Investments, ETFs, Investments, Mutual Funds, Financial Planners, Financial Advisory, Retirement, Estate Planning, Wealth, Equities
Education
Concordia University
Concordia University
B.Comm., Management
T.E. Wealth 2001 - Present
RBC Wealth Management 1996 - 2001
Skills
Wealth Management, Asset Management, Strategic Financial..., Bloomberg, Fixed Income, Portfolio Management, Investment Management, Retirement Planning, Asset Allocation, Investment Advisory, Investment Strategies, Fund Of Funds, Alternative Investments, ETFs, Investments, Mutual Funds, Financial Planners, Financial Advisory, Retirement, Estate Planning, Wealth, Equities
Education
Concordia University
Concordia University
B.Comm., Management
Willem Lebegge's T.E. Wealth Experience February 2012 - Present
Job Office Manager at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth February 2012 - Present
CGI January 2010 - February 2012
T.E. Wealth January 2007 - December 2009
Nicolin & Gublin June 2004 - December 2006
Self-employed September 1997 - December 2003
Beijing Foreign Studies University January 1999 - December 1999
Waterstones February 1993 - August 1994
Skills
Office Administration, Office Management, Team Coordination, Teaching/mentoring, Negotiation, Problem Analysis, Problem Solving, Translation, Proofreading, Writing, Report Writing, Customer Relations, Museum Studies, Teaching English, Research
Education
HEC Montreal 2008 — 2011
Certificate, Business Administration
Amsterdamse Hogeschool voor de Kunsten
MA, Museology
Katholieke Universiteit Leuven
Chinese Studies
Mercator Hogeschool Gent
BA, Translation
T.E. Wealth February 2012 - Present
CGI January 2010 - February 2012
T.E. Wealth January 2007 - December 2009
Nicolin & Gublin June 2004 - December 2006
Self-employed September 1997 - December 2003
Beijing Foreign Studies University January 1999 - December 1999
Waterstones February 1993 - August 1994
Skills
Office Administration, Office Management, Team Coordination, Teaching/mentoring, Negotiation, Problem Analysis, Problem Solving, Translation, Proofreading, Writing, Report Writing, Customer Relations, Museum Studies, Teaching English, Research
Education
HEC Montreal 2008 — 2011
Certificate, Business Administration
Amsterdamse Hogeschool voor de Kunsten
MA, Museology
Katholieke Universiteit Leuven
Chinese Studies
Mercator Hogeschool Gent
BA, Translation