The Canada Life Assurance Company
Industry: Insurance company
DescriptionFounded: 1847 Parent organization: Canada Life Financial Subsidiaries: Canada Life Investments,
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The Canada Life Assurance Company Employees
Employee
Years
Job
Industry
Brian Goguen, CPA, CA, CFA Brian Goguen, CPA, CA, CFA's The Canada Life Assurance Company Experience 1995 - 1997
Job Associate Director, Institutional Investment Services at Russell Investments
Industry Investment Management
Experience
Russell Investments October 2010 - Present
Russell Investments June 1997 - April 2009
The Canada Life Assurance Company 1995 - 1997
Bruncor Inc. 1985 - 1994
Ernst & Whinney 1978 - 1985
Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Investment Management, Asset Management, Relationship Management, Pensions, Pension Funds, Wealth Management, CRM, Mutual Funds, Asset Allocation
Education
University of New Brunswick 1973 — 1977
BBA
Simonds High School 1970 — 1973
Russell Investments October 2010 - Present
Russell Investments June 1997 - April 2009
The Canada Life Assurance Company 1995 - 1997
Bruncor Inc. 1985 - 1994
Ernst & Whinney 1978 - 1985
Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Investment Management, Asset Management, Relationship Management, Pensions, Pension Funds, Wealth Management, CRM, Mutual Funds, Asset Allocation
Education
University of New Brunswick 1973 — 1977
BBA
Simonds High School 1970 — 1973
Derek D. Smith Derek D. Smith's The Canada Life Assurance Company Experience March 2010 - Present
Job Marketing Consultant, National Accounts at The Canada Life Assurance Company
Industry Insurance
Experience
The Canada Life Assurance Company March 2010 - Present
The Empire Life Insurance Company September 2005 - February 2010
RBC Insurance February 2001 - July 2004
Norwich Union Life Insurance Company (Canada) January 1997 - November 2000
Skills
Estate Planning, Life Insurance, Critical Illness, Retirement Planning, Disability Insurance, Wealth Management, Fixed Annuities, Term Life Insurance, Long-term Care, Health Insurance
Education
Canadian Institute of Financial Planners 2005 — 2010
LLQP, Pursuing CFP designation
Life Insurance Institute of Canada (LOMA) 1998 — 2000
ACS, Life Insurance - Office Management
Humber College 1993 — 1995
Honours Diploma, Law Clerk/Paralegal Services
Financial Planning Standards Council
Registered Candidate - FPE1, Financial Planning
The Canada Life Assurance Company March 2010 - Present
The Empire Life Insurance Company September 2005 - February 2010
RBC Insurance February 2001 - July 2004
Norwich Union Life Insurance Company (Canada) January 1997 - November 2000
Skills
Estate Planning, Life Insurance, Critical Illness, Retirement Planning, Disability Insurance, Wealth Management, Fixed Annuities, Term Life Insurance, Long-term Care, Health Insurance
Education
Canadian Institute of Financial Planners 2005 — 2010
LLQP, Pursuing CFP designation
Life Insurance Institute of Canada (LOMA) 1998 — 2000
ACS, Life Insurance - Office Management
Humber College 1993 — 1995
Honours Diploma, Law Clerk/Paralegal Services
Financial Planning Standards Council
Registered Candidate - FPE1, Financial Planning
Christina Spinelli Christina Spinelli's The Canada Life Assurance Company Experience May 2012 - August 2012
Job Research Assistant Summer Student at McMaster University
Industry Research
Experience
McMaster University September 2012 - Present
Power Unit Youth Organization September 2011 - August 2013
McMaster University September 2012 - April 2013
The Canada Life Assurance Company May 2012 - August 2012
North York General Hospital January 2011 - August 2012
Skills
Non-profits, Microsoft Office, Microsoft Word, EEG, Event Planning, Critical Thinking, Volunteer Management, PowerPoint, Public Speaking, Teamwork, Social Media, Microsoft Excel, Event Management, Customer Service, Data Analysis, Team Leadership, Research, Social Networking, Cantonese, Community Outreach, Project Planning
Education
McMaster University 2011 — 2015
Honours Integrated Science, Psychology, Neuroscience, and Behaviour
McMaster University September 2012 - Present
Power Unit Youth Organization September 2011 - August 2013
McMaster University September 2012 - April 2013
The Canada Life Assurance Company May 2012 - August 2012
North York General Hospital January 2011 - August 2012
Skills
Non-profits, Microsoft Office, Microsoft Word, EEG, Event Planning, Critical Thinking, Volunteer Management, PowerPoint, Public Speaking, Teamwork, Social Media, Microsoft Excel, Event Management, Customer Service, Data Analysis, Team Leadership, Research, Social Networking, Cantonese, Community Outreach, Project Planning
Education
McMaster University 2011 — 2015
Honours Integrated Science, Psychology, Neuroscience, and Behaviour
Anne Maul Anne Maul's The Canada Life Assurance Company Experience 2001 - 2004
Job Group Disability Case Manager at La Capitale Insurance
Industry Insurance
Experience
La Capitale Insurance 2012 - Present
Morneau Sheppell 2011 - 2012
Medavie Blue Cross 2006 - 2011
The Canada Life Assurance Company 2001 - 2004
The Canada Life Assurance Company 1996 - 2001
The Canada Life Assurance Company 1994 - 1996
Skills
Health Insurance
Education
University of Fredericton 2011 — 2011
Disability Studies, 95
Seneca College of Applied Arts and Technology 1995 — 1995
Legal Professions and Studies
York University, Toronto, Ontario 1994 — 1995
Business/Corporate Communications
Capilano College 1992 — 1993
Legal Assistant/Paralegal
Ryerson College
Legal Studies, General
La Capitale Insurance 2012 - Present
Morneau Sheppell 2011 - 2012
Medavie Blue Cross 2006 - 2011
The Canada Life Assurance Company 2001 - 2004
The Canada Life Assurance Company 1996 - 2001
The Canada Life Assurance Company 1994 - 1996
Skills
Health Insurance
Education
University of Fredericton 2011 — 2011
Disability Studies, 95
Seneca College of Applied Arts and Technology 1995 — 1995
Legal Professions and Studies
York University, Toronto, Ontario 1994 — 1995
Business/Corporate Communications
Capilano College 1992 — 1993
Legal Assistant/Paralegal
Ryerson College
Legal Studies, General
Ed Hughes Ed Hughes's The Canada Life Assurance Company Experience January 1983 - December 1998
Job Senior Vice President, Chief Sales & Marketing Offficer at Mutual Trust Financial Group
Industry Insurance
Experience
Mutual Trust Financial Group February 2009 - Present
North American Company for Life and Health March 2006 - February 2009
The Baltimore Life Insurance Company January 1998 - January 2006
The Canada Life Assurance Company January 1983 - December 1998
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Health Insurance, Retirement, Term Life Insurance, Long-term Care, Retirement Planning, Strategic Financial..., Whole Life, Brokers, Employee Benefits, Underwriting, Investments, Wealth Management, Financial Planning
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.), Finance
Mutual Trust Financial Group February 2009 - Present
North American Company for Life and Health March 2006 - February 2009
The Baltimore Life Insurance Company January 1998 - January 2006
The Canada Life Assurance Company January 1983 - December 1998
Skills
Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Health Insurance, Retirement, Term Life Insurance, Long-term Care, Retirement Planning, Strategic Financial..., Whole Life, Brokers, Employee Benefits, Underwriting, Investments, Wealth Management, Financial Planning
Education
University of South Carolina-Columbia
Bachelor of Science (B.S.), Finance
Rebecca Saferstein Rebecca Saferstein's The Canada Life Assurance Company Experience July 1997 - January 2000
Job Paralegal at Arnalll Golden & Gregory LLP
Industry Legal Services
Experience
Arnall Golden Gregory LLP April 2013 - Present
DLA Piper LLP (US) July 2006 - April 2013
Smith, Gambrell & Russell, LLP February 2000 - July 2006
The Canada Life Assurance Company July 1997 - January 2000
IFG Services, Inc. May 1994 - July 1997
Skills
Governmental Filings, Assist with closings, Mergers, Aircraft Leasing, Legal Research, Corporate Governance, Corporate Law, Legal Writing, Legal Assistance, Depositions, Legal Office..., Business Operations..., Transactional Support..., Office Administration..., Complex Project..., Court Filings, Acquisitions, Due Diligence, Financing, Client Case Management, Report Preparation, Document Review, Litigation Support, Filing, Mergers, Finance, Report Writing
Education
Santa Fe Community College 1989 — 1993
Associate of Arts and Associate of Science, Legal Assistant
Arnall Golden Gregory LLP April 2013 - Present
DLA Piper LLP (US) July 2006 - April 2013
Smith, Gambrell & Russell, LLP February 2000 - July 2006
The Canada Life Assurance Company July 1997 - January 2000
IFG Services, Inc. May 1994 - July 1997
Skills
Governmental Filings, Assist with closings, Mergers, Aircraft Leasing, Legal Research, Corporate Governance, Corporate Law, Legal Writing, Legal Assistance, Depositions, Legal Office..., Business Operations..., Transactional Support..., Office Administration..., Complex Project..., Court Filings, Acquisitions, Due Diligence, Financing, Client Case Management, Report Preparation, Document Review, Litigation Support, Filing, Mergers, Finance, Report Writing
Education
Santa Fe Community College 1989 — 1993
Associate of Arts and Associate of Science, Legal Assistant
Marianne (Xiangchen) Du Marianne (Xiangchen) Du's The Canada Life Assurance Company Experience June 2014 - January 2015
Job Infrastructure Ratings at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's June 2015 - Present
The Canada Life Assurance Company June 2014 - January 2015
Delta Associates June 2013 - December 2013
Capitol Partners, LLC June 2012 - August 2012
HSBC February 2011 - March 2011
Skills
Financial Modeling, Bloomberg, Mandarin, Stata, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Valuation, Microsoft Office, Derivatives, Research, Fixed Income, Analysis, Risk Management
Education
American University 2011 — 2013
Master of Science (M.S.), Finance, 3.88/4.0
Sichuan University 2007 — 2011
BS, Finance
Standard & Poor's June 2015 - Present
The Canada Life Assurance Company June 2014 - January 2015
Delta Associates June 2013 - December 2013
Capitol Partners, LLC June 2012 - August 2012
HSBC February 2011 - March 2011
Skills
Financial Modeling, Bloomberg, Mandarin, Stata, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Valuation, Microsoft Office, Derivatives, Research, Fixed Income, Analysis, Risk Management
Education
American University 2011 — 2013
Master of Science (M.S.), Finance, 3.88/4.0
Sichuan University 2007 — 2011
BS, Finance
Tenille Christophe Tenille Christophe's The Canada Life Assurance Company Experience September 2000 - October 2004
Job at Eldridge Staffing LLC
Industry Staffing and Recruiting
Experience
Eldridge Staffing LLC October 2010 - Present
Ritz Carlton Hotel July 2008 - May 2009
Nevada Energy February 2007 - October 2008
Investors Insurance Company of America October 2004 - May 2005
The Canada Life Assurance Company September 2000 - October 2004
Education
Dillard University
Bachelor of Science, Health Management Administration
Eldridge Staffing LLC October 2010 - Present
Ritz Carlton Hotel July 2008 - May 2009
Nevada Energy February 2007 - October 2008
Investors Insurance Company of America October 2004 - May 2005
The Canada Life Assurance Company September 2000 - October 2004
Education
Dillard University
Bachelor of Science, Health Management Administration
Jordan Tanner Jordan Tanner's The Canada Life Assurance Company Experience January 2007 - December 2010
Job Helping families to optimize & protect their wealth.
Industry Financial Services
Experience
BMO Nesbitt Burns Financial Services Inc. December 2010 - Present
Estate Planning Council of Calgary September 2009 - Present
Advocis Calgary (CDN Assoc of Financial Advisors) January 2010 - December 2010
The Canada Life Assurance Company January 2007 - December 2010
Barrington Wealth Partners October 2005 - December 2006
Audis Canada Ltd March 2003 - September 2005
Great-West Life 2000 - 2003
Skills
Estate Planning, Insurance, Wealth, Retirement Planning, Strategic Financial..., Retirement, Life Insurance, Investment Strategies, Investments
Education
The University of Lethbridge
B.Mgt (Finance)
senator riley
BMO Nesbitt Burns Financial Services Inc. December 2010 - Present
Estate Planning Council of Calgary September 2009 - Present
Advocis Calgary (CDN Assoc of Financial Advisors) January 2010 - December 2010
The Canada Life Assurance Company January 2007 - December 2010
Barrington Wealth Partners October 2005 - December 2006
Audis Canada Ltd March 2003 - September 2005
Great-West Life 2000 - 2003
Skills
Estate Planning, Insurance, Wealth, Retirement Planning, Strategic Financial..., Retirement, Life Insurance, Investment Strategies, Investments
Education
The University of Lethbridge
B.Mgt (Finance)
senator riley
Allan Hacking, B.Comm, CFP, CLU, CH.F.C. Allan Hacking, B.Comm, CFP, CLU, CH.F.C.'s The Canada Life Assurance Company Experience 1986 - 1997
Job Certified Financial Planner at Financial Strategies Group/ mutual funds provided through FundEX Investments Inc.
Industry Financial Services
Experience
Financial Strategies Group/ FundEX Investments Inc. 1994 - Present
The Canada Life Assurance Company 1986 - 1997
Skills
Financial Planning, Risk Management, Retirement Planning, Tax-advantaged..., Estate Planning, Portfolio Management, Mutual Funds, Disability Insurance, Life Insurance, Critical Illness..., Group Benefit Plans, Segregated Funds, Variable Annuities, GIC, RRSP, TFSA, RESP, LIRA
Education
Canadian Institute of Chartered Life Underwriters & Chartered Financial Consultants
Chartered Financial Consultant (CH.F.C.) designation
Canadian Institute of Chartered Life Underwriters & Chartered Financial Consultants
Chartered Life Underwriters (CLU) designation
University of Alberta
Bachelor of Commerce (B.Com.)
Financial Strategies Group/ FundEX Investments Inc. 1994 - Present
The Canada Life Assurance Company 1986 - 1997
Skills
Financial Planning, Risk Management, Retirement Planning, Tax-advantaged..., Estate Planning, Portfolio Management, Mutual Funds, Disability Insurance, Life Insurance, Critical Illness..., Group Benefit Plans, Segregated Funds, Variable Annuities, GIC, RRSP, TFSA, RESP, LIRA
Education
Canadian Institute of Chartered Life Underwriters & Chartered Financial Consultants
Chartered Financial Consultant (CH.F.C.) designation
Canadian Institute of Chartered Life Underwriters & Chartered Financial Consultants
Chartered Life Underwriters (CLU) designation
University of Alberta
Bachelor of Commerce (B.Com.)
Carol Gordon's The Canada Life Assurance Company Experience 1990 - 2000
Job VP Audit Services at Ontario Teachers' Pension Plan
Industry Financial Services
Experience
Ontario Teachers' Pension Plan July 2011 - Present
ING DIRECT Canada December 2003 - July 2011
Manulife Financial 2000 - 2003
Canada Life 1997 - 2000
The Canada Life Assurance Company 1990 - 2000
Skills
Investments, Pensions, Risk Management, Internal Controls, Banking, Financial Risk, Auditing, Accounting, Operational Risk, Internal Audit, IFRS, Leadership, Corporate Governance, Strategic Financial..., Operational Risk..., Enterprise Risk..., Sarbanes-Oxley Act, Financial Services, AML, Credit Risk, Governance, Basel II, Financial Planning
Education
Acadia University
Bachelor of Science (B.Sc.) honours, Information Technology
designations
CPA, CA CFA CIA CFSA
Ontario Teachers' Pension Plan July 2011 - Present
ING DIRECT Canada December 2003 - July 2011
Manulife Financial 2000 - 2003
Canada Life 1997 - 2000
The Canada Life Assurance Company 1990 - 2000
Skills
Investments, Pensions, Risk Management, Internal Controls, Banking, Financial Risk, Auditing, Accounting, Operational Risk, Internal Audit, IFRS, Leadership, Corporate Governance, Strategic Financial..., Operational Risk..., Enterprise Risk..., Sarbanes-Oxley Act, Financial Services, AML, Credit Risk, Governance, Basel II, Financial Planning
Education
Acadia University
Bachelor of Science (B.Sc.) honours, Information Technology
designations
CPA, CA CFA CIA CFSA
Elizabeth Cochrane Elizabeth Cochrane's The Canada Life Assurance Company Experience June 1972 - June 2004
Job Volunteer Coordinator
Industry Hospital & Health Care
Experience
Trillium Health Partners March 2005 - Present
The Canada Life Assurance Company June 1972 - June 2004
Skills
Volunteer Management, Non-profits, Healthcare, Program Development, Public Speaking, Customer Service, Event Planning, Microsoft Office, Microsoft Excel, Research, Fundraising, Internal Communications, Nonprofits, Organizational..., Leadership, Leadership Development, Time Management
Education
Humber College 2002 — 2003
Certification, Volunteer Management
Gordon Graydon Memorial Secondary School
Gordon Graydon Memorial Secondary School
Gordon Graydon Memorial Secondary School
Gordon Graydon Memorial Secondary School
Trillium Health Partners March 2005 - Present
The Canada Life Assurance Company June 1972 - June 2004
Skills
Volunteer Management, Non-profits, Healthcare, Program Development, Public Speaking, Customer Service, Event Planning, Microsoft Office, Microsoft Excel, Research, Fundraising, Internal Communications, Nonprofits, Organizational..., Leadership, Leadership Development, Time Management
Education
Humber College 2002 — 2003
Certification, Volunteer Management
Gordon Graydon Memorial Secondary School
Gordon Graydon Memorial Secondary School
Gordon Graydon Memorial Secondary School
Gordon Graydon Memorial Secondary School
Carol Arsenault's The Canada Life Assurance Company Experience March 1981 - January 2002
Job Corporate Secretarial Regulatory Clerk at The Guarantee Company of North America
Industry Insurance
Experience
The Guarantee Company of North America Legal AssistantHydro OneJuly 2003 - July 2004
The Canada Life Assurance Company March 1981 - January 2002
Education
Durham College 1987 — 1989
Law Clerk's Certificate, Law
The Guarantee Company of North America Legal AssistantHydro OneJuly 2003 - July 2004
The Canada Life Assurance Company March 1981 - January 2002
Education
Durham College 1987 — 1989
Law Clerk's Certificate, Law
Elisabeth (Grano) Bentzinger's The Canada Life Assurance Company Experience 1996 - 1999
Job Securities and Exchange Commission
Industry Law Practice
Experience
Securities and Exchange Commission August 2014 - Present
Sutherland Asbill & Brennan January 2013 - August 2014
Sutherland Asbill & Brennan LLP January 2006 - December 2012
Sutherland Asbill & Brennan LLP July 1999 - December 2005
The Canada Life Assurance Company 1996 - 1999
Skills
Investments, Securities Regulation, Financial Services, Fixed Annuities, Insurance, SEC, Corporate Governance, Securities, Life Insurance, Securities Litigation, Securities Offerings, Class Actions, FINRA, Arbitration
Education
Emory University School of Law 1992 — 1996
JD/MBA
University of Delaware 1988 — 1992
BSBA, Finance, General
Indian Hills High School 1984 — 1988
Securities and Exchange Commission August 2014 - Present
Sutherland Asbill & Brennan January 2013 - August 2014
Sutherland Asbill & Brennan LLP January 2006 - December 2012
Sutherland Asbill & Brennan LLP July 1999 - December 2005
The Canada Life Assurance Company 1996 - 1999
Skills
Investments, Securities Regulation, Financial Services, Fixed Annuities, Insurance, SEC, Corporate Governance, Securities, Life Insurance, Securities Litigation, Securities Offerings, Class Actions, FINRA, Arbitration
Education
Emory University School of Law 1992 — 1996
JD/MBA
University of Delaware 1988 — 1992
BSBA, Finance, General
Indian Hills High School 1984 — 1988
Dax Philbert, LLM's The Canada Life Assurance Company Experience 2003 - 2003
Job Governance, Risk & Compliance Regulatory Change
Industry Financial Services
Experience
iComply Consulting Inc. November 2002 - Present
Société Générale March 2015 - Present
Deutsche Bank May 2013 - January 2015
BMO Capital Markets April 2012 - January 2013
TD Securities - Trading Risk Strategies - Strategic Initiatives January 2012 - April 2012
Gluskin Sheff + Associates November 2009 - November 2011
Open Text Corporation July 2007 - 2008
CIBC August 2004 - November 2006
Open Access Limited 2003 - 2004
The Canada Life Assurance Company 2003 - 2003
Skills
Dodd-Frank, Volcker..., Risk Management, Financial Risk, Business Analysis, Derivatives, Policy Writing, Procedural Documentation, Compliance, Compliance..., International..., Project Management, System Design, Commercial Mortgages, Residential Mortgages, Product Design, Hedge Funds, Global Investment..., ETFs, International Law, Mutual Funds, Project Portfolio..., Fixed Income, Securities, AML, Operational Risk, Trading, Corporate Governance, Anti Money Laundering, Capital Markets, Financial Services
Education
University of Liverpool 2010 — 2012
LLM, Masters of Law in International Finance & Banking
GARP 2009 — 2009
International Certificate Banking Risk and Regulations, Risk Management
University of Toronto at Scarborough 1993 — 1995
Social Science
Carleton University 1992 — 1993
Social Science
iComply Consulting Inc. November 2002 - Present
Société Générale March 2015 - Present
Deutsche Bank May 2013 - January 2015
BMO Capital Markets April 2012 - January 2013
TD Securities - Trading Risk Strategies - Strategic Initiatives January 2012 - April 2012
Gluskin Sheff + Associates November 2009 - November 2011
Open Text Corporation July 2007 - 2008
CIBC August 2004 - November 2006
Open Access Limited 2003 - 2004
The Canada Life Assurance Company 2003 - 2003
Skills
Dodd-Frank, Volcker..., Risk Management, Financial Risk, Business Analysis, Derivatives, Policy Writing, Procedural Documentation, Compliance, Compliance..., International..., Project Management, System Design, Commercial Mortgages, Residential Mortgages, Product Design, Hedge Funds, Global Investment..., ETFs, International Law, Mutual Funds, Project Portfolio..., Fixed Income, Securities, AML, Operational Risk, Trading, Corporate Governance, Anti Money Laundering, Capital Markets, Financial Services
Education
University of Liverpool 2010 — 2012
LLM, Masters of Law in International Finance & Banking
GARP 2009 — 2009
International Certificate Banking Risk and Regulations, Risk Management
University of Toronto at Scarborough 1993 — 1995
Social Science
Carleton University 1992 — 1993
Social Science
Cathy Halvorson's The Canada Life Assurance Company Experience March 2001 - September 2003
Job Project Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2012 - Present
MD Physician Services March 2005 - March 2012
AIM Trimark (now called Invesco Trimark) October 2003 - July 2004
The Canada Life Assurance Company March 2001 - September 2003
The Canada Life Assurance Company April 2000 - March 2001
The Canada Life Assurance Company April 1998 - April 2000
Skills
Marketing Communications, Crisis Communications, Product Marketing, Group and individual..., Strategic Planning, Writing, Continuous Process..., Project Management, Prioritization, Partner Relationship..., Change Management, Team Leadership, Performance Management, Coaching Staff, Continuous learning, Internal Communications, Product Management, PMO, Investments, Process Improvement, Organization &..., Insurance, Life Insurance, Marketing Strategy, Marketing, Competitive Analysis, Financial Services, Leadership, Mutual Funds, Wealth Management, Management
Education
The University of British Columbia 1996 — 1997
MBA, Specialization - Marketing
Carleton University 1988 — 1992
BA, Mass Communications, Political Science
Sun Life Financial August 2012 - Present
MD Physician Services March 2005 - March 2012
AIM Trimark (now called Invesco Trimark) October 2003 - July 2004
The Canada Life Assurance Company March 2001 - September 2003
The Canada Life Assurance Company April 2000 - March 2001
The Canada Life Assurance Company April 1998 - April 2000
Skills
Marketing Communications, Crisis Communications, Product Marketing, Group and individual..., Strategic Planning, Writing, Continuous Process..., Project Management, Prioritization, Partner Relationship..., Change Management, Team Leadership, Performance Management, Coaching Staff, Continuous learning, Internal Communications, Product Management, PMO, Investments, Process Improvement, Organization &..., Insurance, Life Insurance, Marketing Strategy, Marketing, Competitive Analysis, Financial Services, Leadership, Mutual Funds, Wealth Management, Management
Education
The University of British Columbia 1996 — 1997
MBA, Specialization - Marketing
Carleton University 1988 — 1992
BA, Mass Communications, Political Science
Gord Fanson's The Canada Life Assurance Company Experience 1998 - Present
Job Director, Marketing and Sales, Direct at The Canada Life Assurance Company
Industry Insurance
Experience
The Canada Life Assurance Company 1998 - Present
Canada Life 1998 - June 2010
Just Vacations Inc. January 2000 - September 2001
Marketing Agencies, Various 1989 - 1998
Skills
Strategic Planning, Direct Marketing, New Business Development, Insurance, Marketing Communications, Budgeting, Marketing Strategy, Product Development, Analytics, Promotions, Product Marketing, CRM, Marketing, Integrated Marketing, Digital Marketing, Budgets, Account Management, Management
Education
Capilano University 1986 — 1989
Business, Marketing
The Canada Life Assurance Company 1998 - Present
Canada Life 1998 - June 2010
Just Vacations Inc. January 2000 - September 2001
Marketing Agencies, Various 1989 - 1998
Skills
Strategic Planning, Direct Marketing, New Business Development, Insurance, Marketing Communications, Budgeting, Marketing Strategy, Product Development, Analytics, Promotions, Product Marketing, CRM, Marketing, Integrated Marketing, Digital Marketing, Budgets, Account Management, Management
Education
Capilano University 1986 — 1989
Business, Marketing
Frank Lowery's The Canada Life Assurance Company Experience April 1981 - May 1984
Job VP, General Counsel and Secretary at The Cooperators Group
Industry Insurance
Experience
The Co-operators Group September 1986 - Present
Metropolitan Life Insurance Company May 1984 - December 1985
The Canada Life Assurance Company April 1981 - May 1984
Skills
Strategic Planning, Corporate Communications, Corporate Finance, Analysis, Change Management, Corporate Governance, Strategy, Insurance, Social Media, Property & Casualty..., Public Speaking, Risk Management, Liability, Negotiation, Reinsurance, Underwriting, Commercial Insurance
Education
University of Leicester 2000 — 2002
LLM, European Commercial Law
University of Toronto 1975 — 1979
JD, Law
University of Toronto 1971 — 1975
BA (Hons), Economics & Political Science
University of Texas 1973 — 1974
n/a, American Government
The Co-operators Group September 1986 - Present
Metropolitan Life Insurance Company May 1984 - December 1985
The Canada Life Assurance Company April 1981 - May 1984
Skills
Strategic Planning, Corporate Communications, Corporate Finance, Analysis, Change Management, Corporate Governance, Strategy, Insurance, Social Media, Property & Casualty..., Public Speaking, Risk Management, Liability, Negotiation, Reinsurance, Underwriting, Commercial Insurance
Education
University of Leicester 2000 — 2002
LLM, European Commercial Law
University of Toronto 1975 — 1979
JD, Law
University of Toronto 1971 — 1975
BA (Hons), Economics & Political Science
University of Texas 1973 — 1974
n/a, American Government
Cyndi Key's The Canada Life Assurance Company Experience September 1994 - October 2003
Job Executive Assistant at Graphic Packaging International
Industry Financial Services
Experience
Graphic Packaging International June 2015 - Present
Corporate Business Solutions March 2009 - June 2015
Readeez, LLC September 2005 - August 2008
ING November 2003 - January 2005
The Canada Life Assurance Company September 1994 - October 2003
Skills
Microsoft Office, Payroll, Administration, Event Management, Employee Relations, Microsoft Excel, Account Management, Customer Service, Strategic Planning, Outlook, HRIS, Salesforce.com, Ultimate Sofware, Time Management, Management, Marketing, Budgets, Event Planning, PowerPoint, Leadership, Training, Software Documentation, Process Improvement, Vendor Management
Education
Boise State University 1993 — 1994
Business Administration and Management, General
Albertson College of Idaho
Business Administration and Management, General
Graphic Packaging International June 2015 - Present
Corporate Business Solutions March 2009 - June 2015
Readeez, LLC September 2005 - August 2008
ING November 2003 - January 2005
The Canada Life Assurance Company September 1994 - October 2003
Skills
Microsoft Office, Payroll, Administration, Event Management, Employee Relations, Microsoft Excel, Account Management, Customer Service, Strategic Planning, Outlook, HRIS, Salesforce.com, Ultimate Sofware, Time Management, Management, Marketing, Budgets, Event Planning, PowerPoint, Leadership, Training, Software Documentation, Process Improvement, Vendor Management
Education
Boise State University 1993 — 1994
Business Administration and Management, General
Albertson College of Idaho
Business Administration and Management, General
George Ghneim's The Canada Life Assurance Company Experience April 1994 - July 2013
Job Owner, G.G. Insurance & Financial Services
Industry Insurance
Experience
G.G. Insurance & Financial Services September 1970 - Present
The Canada Life Assurance Company April 1994 - July 2013
New York Life Insurance Company September 1970 - April 1994
Skills
Small Business, New Business Development, Business Strategy, Customer Service, Negotiation, Team Building, Real Estate, Business Planning, Marketing Strategy, Investments, Coaching, Marketing, Contract Negotiation, Sales Management, Project Management, Budgets, Public Relations, Sales, Change Management, Property & Casualty..., Insurance, Strategic Planning, Microsoft Office, Financial Analysis, Risk Management, Strategic Financial..., Retirement Planning, Leadership, Banking, Life Insurance, Management, Term Life Insurance, Operations Management, Critical Illness, Team Leadership, Fixed Annuities, Disability Insurance, Retirement, Long-term Care, Portfolio Management, Wealth, Process Improvement, Business Development, Financial Planning
Education
Technical & Teacher Training Institute, Siblin, Lebanon 1963 — 1964
Diploma in Teaching & Management, Archtectural Construction and Surveying
The Faculty of Engineering at Lund University 1961 — 1962
Diploma, Archtectural Drafting & Design
Kalandia Technical College 1958 — 1961
Architectural Drafting & Design
Ramallah Secondary Boys School 1948 — 1958
High School, Accounting
G.G. Insurance & Financial Services September 1970 - Present
The Canada Life Assurance Company April 1994 - July 2013
New York Life Insurance Company September 1970 - April 1994
Skills
Small Business, New Business Development, Business Strategy, Customer Service, Negotiation, Team Building, Real Estate, Business Planning, Marketing Strategy, Investments, Coaching, Marketing, Contract Negotiation, Sales Management, Project Management, Budgets, Public Relations, Sales, Change Management, Property & Casualty..., Insurance, Strategic Planning, Microsoft Office, Financial Analysis, Risk Management, Strategic Financial..., Retirement Planning, Leadership, Banking, Life Insurance, Management, Term Life Insurance, Operations Management, Critical Illness, Team Leadership, Fixed Annuities, Disability Insurance, Retirement, Long-term Care, Portfolio Management, Wealth, Process Improvement, Business Development, Financial Planning
Education
Technical & Teacher Training Institute, Siblin, Lebanon 1963 — 1964
Diploma in Teaching & Management, Archtectural Construction and Surveying
The Faculty of Engineering at Lund University 1961 — 1962
Diploma, Archtectural Drafting & Design
Kalandia Technical College 1958 — 1961
Architectural Drafting & Design
Ramallah Secondary Boys School 1948 — 1958
High School, Accounting
Elin Leong's The Canada Life Assurance Company Experience 2003 - 2004
Job Manager Regulatory Reporting at RBC
Industry Banking
Experience
RBC May 2015 - Present
RBC May 2005 - April 2015
MDS Capital Corp 2004 - 2005
The Canada Life Assurance Company 2003 - 2004
PricewaterhouseCoopers LLP, Toronto January 2000 - January 2002
PwC 1994 - 2002
PricewaterhouseCoopers, Bermuda January 1999 - January 2000
Maybank International January 1993 - January 1994
Skills
Banking, Internal Controls, SOX, Audit, Wealth Management, Financial Analysis, Accounting, Internal Audit, Auditing, Policy, Finance, Investments, Assurance, Sarbanes-Oxley Act
Education
Monash University 1985 — 1990
Bachelor, Economics (Accounting)
RBC May 2015 - Present
RBC May 2005 - April 2015
MDS Capital Corp 2004 - 2005
The Canada Life Assurance Company 2003 - 2004
PricewaterhouseCoopers LLP, Toronto January 2000 - January 2002
PwC 1994 - 2002
PricewaterhouseCoopers, Bermuda January 1999 - January 2000
Maybank International January 1993 - January 1994
Skills
Banking, Internal Controls, SOX, Audit, Wealth Management, Financial Analysis, Accounting, Internal Audit, Auditing, Policy, Finance, Investments, Assurance, Sarbanes-Oxley Act
Education
Monash University 1985 — 1990
Bachelor, Economics (Accounting)
Glenn Mosher's The Canada Life Assurance Company Experience January 1987 - January 1997
Job IT Contractor Business Analyst
Industry Information Technology and Services
Experience
BMO Financial Group May 2015 - Present
Scotiabank October 2013 - April 2014
CIBC August 2010 - May 2013
MANULIFE FINANCIAL INCORPORATED October 2005 - March 2010
CHARLES SCHWAB & CO. INCORPORATED May 1999 - May 2004
MANULIFE FINANCIAL INCORPORATED October 1997 - March 1999
THE CANADA LIFE ASSURANCE COMPANY January 1987 - January 1997
Skills
HP QC, Use Case Diagrams, COBOL, DB2, SQL, JCL, TSO, Easytrieve, Microsoft Excel, Microsoft Access, Data Warehousing, Visio, MFE, Fileaid, EZTEST, Xpediter, French, Spanish, FATCA, Process diagrams, Microsoft PowerPoint, Business Requirements, Testing, SDLC, Analysis, Vendor Management, Project Management, Software Project..., PowerPoint, Databases, Quality Center, Business Analysis, Management, Requirements Analysis
Education
Ivey Business School at Western University 1980 — 1982
MBA, Finance
University of Guelph 1976 — 1980
BSc
Other
Associate of the Society of Actuaries
BMO Financial Group May 2015 - Present
Scotiabank October 2013 - April 2014
CIBC August 2010 - May 2013
MANULIFE FINANCIAL INCORPORATED October 2005 - March 2010
CHARLES SCHWAB & CO. INCORPORATED May 1999 - May 2004
MANULIFE FINANCIAL INCORPORATED October 1997 - March 1999
THE CANADA LIFE ASSURANCE COMPANY January 1987 - January 1997
Skills
HP QC, Use Case Diagrams, COBOL, DB2, SQL, JCL, TSO, Easytrieve, Microsoft Excel, Microsoft Access, Data Warehousing, Visio, MFE, Fileaid, EZTEST, Xpediter, French, Spanish, FATCA, Process diagrams, Microsoft PowerPoint, Business Requirements, Testing, SDLC, Analysis, Vendor Management, Project Management, Software Project..., PowerPoint, Databases, Quality Center, Business Analysis, Management, Requirements Analysis
Education
Ivey Business School at Western University 1980 — 1982
MBA, Finance
University of Guelph 1976 — 1980
BSc
Other
Associate of the Society of Actuaries
Ron Findley's The Canada Life Assurance Company Experience November 1986 - January 2004
Job Assistant Vice President, Toronto Mortgage Investments at GreatWest Life
Industry Financial Services
Experience
Great-West Life December 2003 - Present
The Canada Life Assurance Company November 1986 - January 2004
Royal Trust June 1985 - November 1986
Skills
Commercial Mortgages, Asset Managment, Real Estate, Valuation, Financial Analysis, Underwriting, Due Diligence, Risk Management, Commercial Real Estate, Real Estate Financing, Real Estate Economics
Education
Queen's University
Certificate of Achievement, Queen's Executive Program
The University of British Columbia 1990 — 1994
Diploma, Urban Land Economics
Ryerson University 1972 — 1976
B. Tech, Architectural Science
Great-West Life December 2003 - Present
The Canada Life Assurance Company November 1986 - January 2004
Royal Trust June 1985 - November 1986
Skills
Commercial Mortgages, Asset Managment, Real Estate, Valuation, Financial Analysis, Underwriting, Due Diligence, Risk Management, Commercial Real Estate, Real Estate Financing, Real Estate Economics
Education
Queen's University
Certificate of Achievement, Queen's Executive Program
The University of British Columbia 1990 — 1994
Diploma, Urban Land Economics
Ryerson University 1972 — 1976
B. Tech, Architectural Science
John Nealer's The Canada Life Assurance Company Experience September 2001 - November 2004
Job Senior Financial Analyst at ING
Industry Financial Services
Linda Haist's The Canada Life Assurance Company Experience November 1975 - May 1978
Job Member, Management Committee,CrossTraining
Industry Religious Institutions
Experience
CrossTraining March 2014 - Present
Hamilton Halton International Missions October 2004 - Present
Middle East Christian Outreach April 2004 - Present
Finishers Canada November 2007 - November 2014
MECO Canada November 2001 - March 2004
The Endeavour Christian Newspaper February 1994 - June 2001
The Burlington Spectator and The Hamilton Spectator September 1984 - March 1994
The Canada Life Assurance Company November 1975 - May 1978
Etobicoke Guardian October 1970 - June 1973
Skills
Writing, Speaking,..., Event Management, Church Events, Office Administration, Community Outreach, Storytelling, Microsoft Word, Non-profits, Event Planning, Public Speaking, Writing, Theology, Journalism, Project Management, Newspapers, Newsletters, Missions, Pastoral Care, Publications, Preaching, Publishing, Volunteer Management, Social Media, Discipleship, Editing, Leadership Development, Management, Strategic Planning, Coaching, Nonprofits
Education
Sheridan College 1967 — 1970
CrossTraining March 2014 - Present
Hamilton Halton International Missions October 2004 - Present
Middle East Christian Outreach April 2004 - Present
Finishers Canada November 2007 - November 2014
MECO Canada November 2001 - March 2004
The Endeavour Christian Newspaper February 1994 - June 2001
The Burlington Spectator and The Hamilton Spectator September 1984 - March 1994
The Canada Life Assurance Company November 1975 - May 1978
Etobicoke Guardian October 1970 - June 1973
Skills
Writing, Speaking,..., Event Management, Church Events, Office Administration, Community Outreach, Storytelling, Microsoft Word, Non-profits, Event Planning, Public Speaking, Writing, Theology, Journalism, Project Management, Newspapers, Newsletters, Missions, Pastoral Care, Publications, Preaching, Publishing, Volunteer Management, Social Media, Discipleship, Editing, Leadership Development, Management, Strategic Planning, Coaching, Nonprofits
Education
Sheridan College 1967 — 1970
Judy Hutchins's The Canada Life Assurance Company Experience September 1998 - May 2001
Job Human Resources Professional
Industry Human Resources
Experience
Easyflex Benefits Administration Inc. September 2008 - January 2011
The Canada Life Assurance Company September 1998 - May 2001
Staples & Company Employee Benefits Consultants Inc. June 1991 - August 1998
Education
Algonquin College of Applied Arts and Technology 2011 — 2014
CHRP, Human Resources
Dalhousie University 1992 — 1997
CEBS Designation, Employee Benefits
Carleton University 1984 — 1987
Bachelor of Arts, DIS - Personnel Administration
Easyflex Benefits Administration Inc. September 2008 - January 2011
The Canada Life Assurance Company September 1998 - May 2001
Staples & Company Employee Benefits Consultants Inc. June 1991 - August 1998
Education
Algonquin College of Applied Arts and Technology 2011 — 2014
CHRP, Human Resources
Dalhousie University 1992 — 1997
CEBS Designation, Employee Benefits
Carleton University 1984 — 1987
Bachelor of Arts, DIS - Personnel Administration
Rose DiClemente's The Canada Life Assurance Company Experience December 1992 - September 1997
Job Child Care Provider (May'08 to Oct'11) at City of Brampton
Industry Insurance
Experience
City of Brampton May 2008 - October 2011
The Canada Life Assurance Company December 1992 - September 1997
The Canada Life Assurance Company June 1990 - December 1992
The Canada Life Assurance Company June 1986 - August 1990
Cholkan & Co. Limited January 1984 - January 1986
Reitman's Department Store January 1983 - January 1984
Freeman Real Estate January 1982 - January 1983
Skills
Communication, Sales, Office Management, Customer Service, Insurance, Policy, Underwriting, Strategic Planning, Time Management, Data Entry
Education
George Brown College 1984 — 1986
Applied Arts, and Technology; Secretarial Arts and Word Processing Specialist
Central High School of Commerce
S.S.G.D, Business and Commerce
City of Brampton May 2008 - October 2011
The Canada Life Assurance Company December 1992 - September 1997
The Canada Life Assurance Company June 1990 - December 1992
The Canada Life Assurance Company June 1986 - August 1990
Cholkan & Co. Limited January 1984 - January 1986
Reitman's Department Store January 1983 - January 1984
Freeman Real Estate January 1982 - January 1983
Skills
Communication, Sales, Office Management, Customer Service, Insurance, Policy, Underwriting, Strategic Planning, Time Management, Data Entry
Education
George Brown College 1984 — 1986
Applied Arts, and Technology; Secretarial Arts and Word Processing Specialist
Central High School of Commerce
S.S.G.D, Business and Commerce
Keith Parks Anderson's The Canada Life Assurance Company Experience January 1992 - July 1994
Job Pensions, Employee Benefits & Insurance Specialist
Industry Insurance
Experience
1-K Benefits Consulting, LLC May 2005 - June 2012
The Network, Inc. April 2004 - April 2005
International Insurance Personnel May 2002 - April 2004
MetLife Retirement and Savings July 1994 - May 2002
The Canada Life Assurance Company January 1992 - July 1994
Skills
Microsoft Excel, Microsoft Word, Account Management, Account Reconciliation, Accounts Receivable, Insurance, Health Insurance, Property & Casualty..., Term Life Insurance, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Strategic Sourcing, Pension Administration, Pension Funds, Investments, Employee Benefits, Business Process...
Education
Georgia State University 1992 — 1995
Master's of Science, Risk Management & Insurance, 3.3/4.0
Georgia State University 1986 — 1992
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance / Finance, 3.3/4.0
1-K Benefits Consulting, LLC May 2005 - June 2012
The Network, Inc. April 2004 - April 2005
International Insurance Personnel May 2002 - April 2004
MetLife Retirement and Savings July 1994 - May 2002
The Canada Life Assurance Company January 1992 - July 1994
Skills
Microsoft Excel, Microsoft Word, Account Management, Account Reconciliation, Accounts Receivable, Insurance, Health Insurance, Property & Casualty..., Term Life Insurance, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Strategic Sourcing, Pension Administration, Pension Funds, Investments, Employee Benefits, Business Process...
Education
Georgia State University 1992 — 1995
Master's of Science, Risk Management & Insurance, 3.3/4.0
Georgia State University 1986 — 1992
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance / Finance, 3.3/4.0
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO