The CUMIS Group
Industry: Insurance company
DescriptionParent organization: Co-operators Life Insurance Company Subsidiary: CUFPA Financial Planning Group, Ltd.
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The CUMIS Group Employees
The CUMIS Group January 2012 - Present
The CUMIS Group May 2008 - January 2012
Sweet Beginnings May 2002 - September 2006
Skills
Event Planning, Microsoft Office, Excel, Word, Outlook, PowerPoint
Education
Advocis/Foran Financial 2011 — 2011
LLQP - Full, Insurance
BCIT 2004 — 2009
Certificate in Event Marketing Management
Kwantlen University College 2003 — 2005
Certificate in Business Studies
Kwantlen University College
Conference & Special Event Planning
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
CIBLE-EMPLOI 2006 - Present
Centre d'étude et de coopération internationale (CECI) 2001 - 2004
HB Gestion d'assurances collectives (The Cooperators) 1996 - 2001
The CUMIS Group 1993 - 1996
Skills
Employabilité, Counseling de groupe et..., Coaching professionnel, Développement..., Ressources humaines, Acquisition de talents
Education
Université Laval 2007 — 2012
Maîtrise, Gestion et développement des organisations
Université de Montréal - HEC Montréal
G&F Financial Group June 2011 - Present
Sr. Adanacs Lacrosse Club January 2012 - Present
Coquitlam Minor Hockey Association 2007 - 2015
Strathcona BIA July 2011 - April 2013
The CUMIS Group January 2010 - June 2011
Coast Capital Savings August 2003 - August 2009
Wells Fargo June 1997 - August 2003
McDonald's Restaurants of Canada Limited June 1985 - June 1997
Skills
Residential Mortgages, Retail Banking, Branch Management, Personal Banking, TFSA, Mortgage Insurance, LLQP, GIC, Staff Retention, Change Management, Relationship Management, Customer Service, Mortgage Lending, Credit, Loans, Banking, Wealth Management, Investments, Financial Services, Consumer Lending, Insurance, Coaching, Risk Management, Team Building, Cross Selling, Credit Analysis, Team Leadership, Sales Management, Leadership, Performance Management, Credit Unions, Sales, Public Speaking, Credit Cards, Financial Institutions, Debt Consolidation, Home Equity Lines of..., Sales Presentation..., Sales Process, Branch Banking, Training, Financial Accounting, Management, Executive Management, Strategy, Mortgage Banking, Commercial Mortgages, Financial Advisory, Small Business Lending, Networking
Education
Insurance Council of BC 2009 — 2010
LLQP
Oak Bay Senior Secondary 1983 — 2000
Business - Honors
Camosun College
General Studies, Business Adminstration
BrokerEmpowerment.ca October 2013 - Present
BenefitsOntario.com January 2005 - Present
CanadianLifeInsuranceQuotes.com January 1991 - Present
IntegrityInsurancePlanning.ca January 1991 - Present
RateSupermarket.ca February 2010 - October 2013
Craig Ferguson Insurance Services 1991 - 2011
The CUMIS Group 1988 - 1991
Skills
Disability Insurance, Life Insurance, Critical Illness..., Insurance, Critical Illness, Term Life Insurance, Mortgage Lending, Universal Life, Retirement, Strategic Financial..., Health Insurance, Small Business, Financial Risk, Financial Planners, General Insurance, Long-term Care, Estate Planning, Retirement Planning, Wealth, Finance, Long Term Care Insurance, Fixed Annuities, Personal Finance, Mutual Funds, Financial Services, Financial Planning
Education
McMaster University 1980 — 1984
B.A., Economics
Clarkson Secondary 1976 — 1980
SSGD, General
RBC Investor & Treasury Services 2011 - Present
The CUMIS Group 2004 - 2011
Generali 1997 - 2002
Education
Dalhousie University 2009 — 2011
Master of Business Administration (M.B.A.), Financial Services
LOMA - FLMI 2003 — 2004
Fellow, Life Management Institute, Insurance
UADE 1991 — 1997
Bachelor's degree, Industrial Engineering
First Ontario Credit Union August 2011 - Present
Canadian Tire Financial Services May 2008 - July 2011
The CUMIS Group March 1996 - January 2008
Skills
Financial Services, Strategic Planning, Direct Marketing, Analytics, Business Strategy, Portfolio Management, Team Leadership, Marketing Strategy, Product Management, Budgets, Customer Acquisition, Financial Analysis, Marketing, Product Marketing, Strategy, Risk Management, Relationship Management, Team Building, Credit Cards, Marketing Management, New Business Development, Business Analysis, Insurance, Market Research, Banking, Marketing Communications
Education
McMaster University 1985 — 1989
Bachelor of Commerce, Business, Marketing and Economics
Bishop Ryan
Big Brothers Big Sisters - Langley, BC February 2011 - Present
The CUMIS Group January 2011 - Present
Sovereign General February 2012 - February 2015
The CUMIS Group February 2008 - January 2011
CIBC September 2005 - February 2008
CIBC August 2004 - September 2005
CIBC August 2003 - August 2004
CIBC - bank@work 2002 - 2003
Kootenay Savings Credit Union 1995 - 1996
National Trust Company 1987 - 1995
Skills
Banking, Sales Management, Wealth Management, Strategic Financial..., Mortgage Lending, Credit, Mutual Funds, Investments, Financial Services, Retail Banking, Relationship Management, Insurance, Retirement Planning, Coaching
Education
Canadian Securities Institute 2013 — 2013
Partners, Directors and Senior Officers Course
Dalhousie University 2007 — 2010
MBA, Financial Services
Institute of Canadian Bankers 2004 — 2007
Fellow, Financial Services
Canadian Securities Institute 2000 — 2003
Fellow, Financial Planning
Financial Planners Standards Council 1998 — 1999
CFP, Financial Planning
CGA Assocation of BC/Canada 1987 — 1992
CGA, Accounting
South Delta Senior Secondary 1981 — 1984
Advocis online learning session
Advocis online learning session
Empire Life Mutual Funds January 2012 - Present
Hazel Cryderman-Wees Foundation September 2009 - Present
Kelly Butt Consulting January 1999 - Present
London Health Sciences Centre September 2010 - June 2011
The CUMIS Group June 2007 - December 2009
Renasant Financial Partners June 2000 - December 2009
HOOPP January 2002 - December 2008
Skills
strategic planning, Information Technology, pension plans, Strategic Planning, Leadership, Executive Management, Pension Funds, Enterprise Architecture
Education
Brock University 1969 — 1971
B. Sc., Mathematics
Graylance September 2000 - Present
Sibley & Associates April 2011 - July 2012
CI Investments Inc. 2008 - 2011
The CUMIS Group January 2002 - October 2007
Communicopia 2001 - 2002
SOLCORP 1994 - 2001
Skills
PMP, Information Technology, Analysis, Agile Methodologies, ITIL, Leadership, Web Services, Strategic Planning, Scrum, Change Management, SDLC, Stakeholder Management, Project Management
Education
Ryerson University
Business Administration
The CUMIS Group July 2012 - Present
CUMIS January 2012 - June 2012
CUMIS January 2009 - January 2012
Investors Group June 2007 - December 2008
The Open Tap Brewery & Eatery June 2003 - December 2008
Skills
Customer Service, Organized, Time Management, Priority Management, Training, Leadership, Mutual Funds, Sales, Strategy
Education
University of Regina 2001 — 2006
Bachelor of Arts, English
Winston Knoll Collegiate
Shirley Knight & Associates February 2007 - Present
Furniture Bank Charity November 2011 - February 2012
The CUMIS Group June 2004 - October 2006
The CUMIS Group April 2002 - June 2004
The CUMIS Group March 2001 - April 2002
CIBC June 1980 - March 1998
Skills
Strategy, Organizational..., Leadership Development, Business Strategy, Strategic Planning, Leadership, Change Management, Talent Management, Performance Management, Management, Recruiting, Business Planning, Mergers & Acquisitions, Operations Management, Start-ups, Training, Financial Services, CRM, Team Leadership, Negotiation, Executive Coaching, Executive Management, Strategic Partnerships, Organizational Design, Gap Analysis, Management Consulting, Coaching, Team Building, Restructuring, Executive Development, Organizational..., Employee Engagement, Team Management, Consulting, Workshop Facilitation, Entrepreneurship, Business Development
Education
Queen's University 1998 — 2000
Executive MBA, Business
Harvard Law School 1996 — 1996
Advanced Negotiations: Leadership in Multi-Party, Multi-Issue Negotiation / Difficult Conversations
Western University
BA, Psychology
Credential April 2009 - Present
Credential June 2005 - April 2009
The CUMIS Group 1999 - 2005
Equinox Financial Group 1995 - 1997
Great-West Life 1990 - 1995
Skills
Chartered Life..., Chartered Financial..., Certified Financial..., Sales Management, Partner Relationship..., Business Development, Key Account Management, Leadership, Strategic Planning, Investment Advisory, Insurance, Registered Investment..., Financial Advisory, Management Consulting, Investments, Wealth Management, Business Strategy, Risk Management, Retirement Planning, Strategy, Business Planning, Strategic Financial..., Financial Services, Partner Management, Individual Life, Financial Planning, Mutual Funds
Education
University of Manitoba 1983 — 1988
Bachelor of Commerce, Marketing
Joy Grahek, Business Law December 2010 - February 2011
Kissack Law May 2010 - December 2010
Hamilton Hydro May 2008 - August 2008
Procor Limited July 2007 - May 2008
FirstOntario Credit Union June 2006 - January 2007
Stelco June 2005 - June 2006
Cogeco Cable February 2005 - April 2005
Beverly Tire August 2004 - February 2005
The CUMIS Group June 2003 - July 2004
Sheridan College December 2002 - June 2003
Education
triOS College 2008 — 2010
Diploma, Law Clerk
Mohawk College 2003 — 2005
Diploma, Business Applications Administration
Southern Connecticut State University 1988 — 1992
Bachelor of Science, Communications and Marketing
Canadian Tire Financial Services May 2013 - Present
CAA South Central Ontario August 2010 - May 2013
The CUMIS Group May 2004 - May 2010
Canada Life April 2003 - May 2004
Lombard Insurance June 1999 - April 2003
Transcontinental October 1995 - May 1999
Skills
Direct Marketing, Marketing Communications, Marketing Strategy, Email Marketing, Integrated Marketing, Digital Marketing, Online Marketing, Online Advertising, B2B Marketing, Analytics, Marketing, Direct Mail, Marketing Management, Advertising, Multi-channel Marketing, Social Media Marketing, Brand Management, Corporate Communications, Web Analytics, Relationship Marketing
Education
Sheridan College 1997 — 2002
Marketing Certificate
University of Waterloo 1989 — 1993
BA, Applied Health Sciences
IBM Risk Analytics (Canada) June 2010 - Present
Algorithmics Inc., Toronto, Canada June 2010 - December 2011
Exigen Services, CA, USA March 2010 - June 2010
i365, A Seagate Company April 2008 - October 2009
HP SOFTWARE 2005 - 2008
ING CANADA 1998 - 2005
ZURICH CANADA 1998 - 2001
THE CUMIS GROUP 1995 - 1998
Skills
Software Development, Enterprise Software, Enterprise Architecture, Project Management, Product Management, Release Management, Agile Methodologies, Quality Assurance, Market Risk, Credit Risk, Scrum, J2EE, Java, C, C++, Java Enterprise Edition, Web Services, Testing, Agile Project Management, SDLC, Linux, SQL, Oracle, Software Project..., Unix, Test Automation, Microsoft SQL Server, Business Analysis, PMP, SOA, Software Engineering, Perl, Solution Architecture, Software Design, Systems Analysis, XML, Databases, Object Oriented Design, Solaris, Program Management, Cloud Computing, Pre-sales, Requirements Analysis, Integration, SaaS, Project Portfolio..., Distributed Systems, Business Intelligence, Outsourcing, System Architecture
Education
University of Bucharest
Master of Science, Computer Engineering
Not named June 2009 - July 2013
easyhome ltd. January 2008 - May 2009
Prime Restaurants of Canada Inc. 2001 - 2009
AGRICORP March 1999 - September 2001
The CUMIS Group 1990 - 1998
Skills
HR Strategy, Succession Planning, Compensation, Organizational..., Employee Relations, Change Management, Program Management, Personnel Management, Recruiting, Human Resources, Strategy, Hiring, Deferred Compensation, Talent Management, Performance Management, Leadership, Management, Talent Acquisition, Technical Recruiting, Organizational..., Employment Law, Policy, Employee Training, Business Development, Leadership Development, Training
Education
University of Toronto - Ontario Institute for Studies in Education 1990 — 1991
Bachelor of Education, Business Studies
Brock University
Honours Bachelor of Administration, Human Resource Management
Hewlett-Packard (Canada) Co 2007 - Present
EDS Group 2003 - 2007
EDS Group 2001 - 2003
CIBC 1997 - 2001
Independent Contractor 1996 - 1997
The CUMIS Group 1991 - 1996
The CUMIS Group 1987 - 1991
The CUMIS Group 1985 - 1987
The CUMIS Group 1981 - 1985
Skills
IT Strategy, IT Outsourcing, Outsourcing, Service Delivery, IT Service Management, BPO, Business Transformation, Integration, Vendor Management, Business Process, Business Analysis, Requirements Analysis, Board level experience, Applications Outsourcing, Applications Delivery, Cross-functional Team..., Superior Organization, Inspiring People, excellent communication..., Client Facing Skills, Contract Negotiation
Education
McMaster University 1995 — 2002
MBA, Mgmt of Innovation & New Technology
McMaster University 1979 — 1981
BSc, Computer Science, Mathematics
Ontario Universities' Application Centre March 2010 - Present
TetraTech Consulting Services Inc. January 2009 - April 2010
CUNA Mutual Group 2009 - 2009
The CUMIS Group July 2003 - December 2008
The CUMIS Group January 2003 - June 2003
The CUMIS Group May 1997 - May 2003
The CUMIS Group February 1987 - April 1997
Skills
Project Management, Cross-functional Team..., PMO, PMP, Business Analysis, Integration, Budgets, Strategy, Change Management, Testing, Business Process, Data Warehousing, Insurance, SDLC, Training, Software Documentation, Management Consulting, Analysis, Leadership, Recruiting, Quality Assurance, CRM, Sales, Vendor Management, Management, Requirements Analysis, Banking, Disaster Recovery
Education
Mohawk College 1980 — 1983
Computer Systems Technology
IBM Canada Ltd. December 2013 - Present
TD Insurance April 2013 - September 2013
IBM Canada Ltd. November 2012 - April 2013
The CUMIS Group June 2010 - September 2012
Burlington Teen Tour Band Boosters Inc. January 2011 - December 2011
Burlington Teen Tour Band Boosters Inc. January 2009 - December 2010
Insurance Systems Inc. November 2009 - March 2010
CGI Group Inc. October 2004 - December 2008
Maritime Life April 1999 - October 2004
Aetna 1991 - 1999
Skills
Team Leadership, Coaching, Mentoring, Project Management, SDLC, PMP, Project Planning, Change Management, IT Service Management, Management, Insurance Software, Communication, Team Facilitation, Insurance, Requirements Analysis, Team Building, Business Requirements, Project Portfolio..., Software Development, Agile Methodologies, Business Analysis, Testing, Enterprise Software, PMO, Vendor Management, Quality Assurance, Six Sigma, Quality Management, Visio, Requirements Gathering, Business Process..., Integration, Business Process, IT Strategy, Program Management, Project Delivery, MS Project, Software Documentation, Information Technology
Education
York University - Schulich School of Business 2003 — 2004
Project Management
Mohawk College 1979 — 1982
Diploma, Computer Science
Jo-Ann Blondin, RHN January 2013 - Present
Blondin Marketing Consulting September 2011 - Present
Bell Canada 2007 - September 2011
Sun Microsystems 2005 - 2007
Sheridan College 2005 - 2005
The CUMIS Group 2003 - 2004
UUNET/WorldCom Canada 1997 - 2003
Rapp Collins Communicaide 1995 - 1997
LoyaltyOne 1992 - 1994
Cable Marketing Group/Hull Direct Marketing 1988 - 1992
Skills
B2B Marketing, Online Marketing, Direct Marketing, Marketing Communications, Marketing Strategy, Demand Generation, B2B, Digital Strategy, Marketing..., Social Media Marketing, Marketing Automation, Go-to-market Strategy, Marketing, Advertising, Lead Generation, Segmentation, Integrated Marketing, Thought Leadership, Content Strategy, Online Advertising, Product Marketing, Multi-channel Marketing, Digital Marketing, B2C, Email Marketing, Customer Acquisition, Competitive Analysis, Brand Development, Enterprise Marketing, Field Marketing, Customer Events, Channel Marketing, Budget Management, Campaign Management, Content Development, Interactive Marketing, Blogger, Wellness, Wellness Coaching, Lifestyle, Lifestyle Coaching, Healthy Lifestyle, Healthy Eating, Food Allergies, Culinary Skills, Food, Weight Management
Education
Canadian School of Natural Nutrition 2012 — 2013
Humber College 1997 — 2002
Certificate
Sheridan College 1986 — 1988
Diploma
York University 1984 — 1986
BA
Humber College 1982 — 1983
Year One
The CUMIS Group March 2013 - Present
Sheridan College September 2012 - Present
Global Enterprise Management Solutions Inc. November 2010 - Present
AALSolutions June 2008 - November 2010
General Mills Canada Corp. 2004 - 2008
General Mills Canada Corp. 2001 - 2004
General Mills Canada Corp. 1997 - 2001
General Mills Canada Corp. 1994 - 1997
Skills
Strategic Planning, Vendor Management, Business Solutions, SDLC, Cross-functional Team..., IT Management, ERP, IT Strategy, Business Process, Project Portfolio..., Business Process..., PMP, Change Management, Business Intelligence, SharePoint, Software Project..., PMO
Education
Ryerson University 1974 — 1980
Independent Data Management LLC May 2012 - Present
Casurella Consulting August 2000 - Present
Express Scripts October 2011 - December 2011
ProAg September 2009 - June 2011
CUNA Mutual Group January 2007 - September 2009
The CUMIS Group July 2007 - October 2008
DaVita August 2005 - December 2006
Prime Therapeutics May 2003 - January 2005
Fireman's Fund Insurance Company August 2002 - May 2003
Definity Health July 2000 - September 2002
Skills
Technical Leadership, Operations Management, IT Strategy, Program Management, Program Development, Integration, Business Strategy, Start-ups, SDLC, Management, Vendor Management, Leadership, Product Management, Team Building, Analysis, Data Analysis, Software Project..., Strategic Planning, Cross-functional Team..., Consulting, Contract Negotiation, Change Management, Business Analysis, Risk Management, Business Intelligence, Project Management, Mergers & Acquisitions, Requirements Analysis, Management Consulting, Executive Management, Process Improvement, IT Management, Business Process..., Visio, Business Process, Strategy
Education
University of Minnesota-Twin Cities 1984 — 1990
Master of Arts, Training and Organizational Development
University of Minnesota - Carlson School of Management 1979 — 1983
Bachelors, Business Administration
The CUMIS Group March 2013 - Present
Great-West Life October 2010 - February 2013
The CUMIS Group 2006 - 2010
Great West Life January 2002 - July 2005
Skills
Insurance, Disability Insurance, Wealth Management, Employee Benefits, Mutual Funds, Sales, Sales Management, Credit Insurance, Account Management, Management, Entrepreneurship, Public Speaking, Business Planning, Small Business, Risk Management, Relationship Management, Strategy
Education
University of Manitoba 1997 — 2001
Commerce, Finance, Marketing
The CUMIS Group
Skills
Team Leadership, Business Analysis, SDLC, Risk Management, Requirements Analysis, Business Requirements, Requirements Gathering, Leadership, Vendor Management, Business Process..., Insurance, Relationship Management, Team Building, Change Management, Project Management, PMO, Underwriting, Process Improvement, Financial Services, Strategic Planning, Banking
Education
Queen's University
Bachelor of Science, Honours (B.Sc Hons)
Swiss Re March 2011 - Present
CUMIS GROUP LIMITED January 2009 - December 2010
The CUMIS Group 2005 - 2008
The CUMIS Group 1993 - 2005
KPMG April 1989 - June 2003
Skills
Financial Analysis, Financial Reporting, Internal Controls, Accounting, Strategic Financial..., IFRS, Auditing, US GAAP, Internal Audit, GAAP, Analysis, Due Diligence, Cross-functional Team..., Enterprise Risk..., Leadership, Finance, Strategic Planning, Strategy, Tax, Management, Financial Modeling, Risk Management, Banking, Executive Management, Budgets, Insurance, Managerial Finance, Mergers & Acquisitions
Education
Institute of Chartered Accountants 1989 — 1991
Chartered Accountant, Accounting/Audit
McMaster University 1985 — 1989
BComm, Accounting
Sun Life Financial July 2010 - Present
The CUMIS Group July 1986 - June 2008
Skills
Management, Budgets, Leadership, Accounting, Purchasing, Insurance, Financial Reporting, Financial Analysis, Strategic Financial..., Change Management, Financial Planning, Risk Management, Strategic Planning, Payroll
Education
CMA - Society of Management Accountants of Ontario 1990 — 1992
CMA
Brock University 1976 — 1980
B. Admin (Honours), Accounting Major
City of Mississauga February 2014 - Present
City of Mississauga August 2007 - February 2014
The Cumis Group November 2003 - August 2007
Bombardier Aerospace May 2000 - November 2003
Huawei February 1997 - July 1998
Skills
Budgeting, Cost Accounting, Government Accounting, Variance Analysis, Forecasting, Problem Solving, Strategic Planning, Business Case, Decision Support, Management Consulting, Activity Based..., Excel, SAP R/3, SAP BW, Accounting, Financial Analysis, Time Management, Attention To Detail, Financial Planning, Investments, Budgets, Financial Modeling, Financial Reporting, Managerial Finance, Microsoft Excel, Strategic Financial...
Education
University of Toronto 1999 — 2000
MA, Economics
Central University of Finance and Economics 1994 — 1997
Master, Business Management
The CUMIS Group October 2004 - Present
Community Savings Credit Union June 2003 - October 2004
TD Bank Group September 1994 - May 2003
Skills
Insurance, Mortgage Lending, Banking, Credit, Relationship Management, Loans, Retail Banking, Mutual Funds, Wealth Management, Commercial Lending, Residential Mortgages, Financial Risk, Management, Risk Management, Change Management, Sales, Strategy, Retirement Planning, Investments, Underwriting, Portfolio Management, Consumer Lending, Strategic Financial..., Workshop Facilitation, Training, Life Insurance, Employee Training, Volunteering, Charity Work
Education
BCIT 1998 — 2007
Management Systems / Human Resources Managerment / Leadership
The Co-operators April 2014 - Present
The CUMIS Group August 2011 - March 2014
The Co-operators March 2006 - July 2011
The Co-operators June 2003 - March 2006
Bruce Edmeades Ltd September 2000 - June 2003
Skills
Performance Management, Organizational..., Succession Planning, Change Management, Human Resources, Personnel Management, Leadership, Program Management, Employee Engagement, Talent Management, Employee Benefits, Employee Relations, Leadership Development, Coaching, Staff Development, HR Policies, Training, Insurance, Management, Consulting, Training
Education
Conestoga College 1999 — 2003
Human Resources Management
Queen's University
OD Foundations
Adastra November 2011 - Present
TD Securities June 2010 - November 2011
The CUMIS Group November 2008 - July 2010
CIBC August 2008 - October 2008
CIBC May 2006 - August 2008
CIBC September 2000 - May 2006
CIBC September 1997 - September 2000
Citibank 1994 - 1997
Skills
Risk Management, Banking, Business Analysis, Market Risk, Change Management, Credit Risk, SDLC, PMO, Financial Services, Strategy, Capital Markets, Credit, Data Warehousing, Analysis, Business Requirements, Basel II, Analytics, Leadership, Valuation
Education
Brock University 1990 — 1994
BBE, Business Economics
Ryerson Public School
Kunos Software Inc. April 2007 - Present
The CUMIS Group 1998 - 2007
The Co-operators September 1997 - September 1998
Skills
Business Analysis, Software Development, Project Management, SDLC, SQL, Business Intelligence, Software Project..., Requirements Gathering, Requirements Analysis, Process Improvement, Team Leadership, Vendor Management, VB.NET, IT Infrastructure..., ITIL, .NET, C#, Virtual Teams, Visio, Management, Consulting, Integration, Software As A Service..., Open Data Development, Data Warehousing, Agile Project Management, Rapid Application..., Ironspeed Development, Microsoft Azure, SQL Server 2014, Power BI, SQL Server 2016, Mobile BI, Data Mining, Predictive Analytics, Cloud Computing
Education
Brock University 1990 — 1993
Bachelor of Science, Computer Science
Mohawk College 1988 — 1990
Data Processing Technician Diploma, Computer Programming
Sir John A MacDonald
Sir John A MacDonald
Sir John A MacDonald
TransUnion Canada October 2013 - Present
COGECO Cable May 2011 - October 2013
The CUMIS Group May 2009 - April 2011
Tata Consultancy Services February 2007 - April 2009
The CUMIS Group 2006 - 2007
RBC October 2005 - March 2006
CIBC 2003 - 2005
Pink Elephant 2002 - 2003
Skills
ITIL, Business Process..., IT Service Management, Business Analysis, Process Improvement, Requirements Analysis, Change Management, Software Documentation, Project Management, Business Process, Vendor Management, IT Strategy, Integration
Education
Lee University 1990 — 1994
Bachelor of Arts, English/Communications
Apple May 2015 - Present
Cohort Networks Inc. February 2009 - Present
Resolve Corporation June 2007 - February 2009
B2B Trust, Laurentian Bank of Canada April 2001 - June 2007
The CUMIS Group April 1998 - April 2001
CUFPA December 1996 - September 1999
SHL SystemHouse (EDS) December 1998 - May 1999
Skills
Information Technology, Consulting, IT Consulting, Strategy, IT Strategy, IT Management, IT Support, Apple OS X Server, Apple OS X, Apple iOS, Mobile Device Management, Enterprise Mobility, MDM, Network Management, Network Design, Enterprise Architecture, Enterprise Software, Solution Architecture, Project Management, Business Analysis, Business Process, Business Process..., Outsourcing, Vendor Management, Change Management, Management, Executive Management, Leadership, Financial Services
Education
Royal Roads University 1998 — 1999
Diploma
Malaspina University-College 1987 — 1991
Pragmatic Marketing 2008 — 2008
Certification
York University - Schulich School of Business 2000 — 2000
Certificate
York University - Schulich School of Business 2000 — 2002
Certificate
e-Zsigma 2007 — 2007
Certificate
Nanaimo District Secondary School 1984 — 1986
Diploma
Bloom Global Consulting May 2014 - October 2014
Ministry of Children and Youth Services (OPS) September 2012 - February 2014
Canada Helath Infoway September 2008 - September 2012
MDS Analytical Techologies June 2007 - September 2008
Enbridge Inc January 2007 - May 2007
MDS Sciex August 2005 - December 2006
The CUMIS Group March 2005 - July 2005
Coca Cola May 2002 - March 2005
IBA Health Australia August 2000 - May 2002
Vardhman General Mills June 1996 - May 2000
Skills
ERP, Change Management, Project Management, Business Analysis, Requirements Analysis, Integration, SDLC, Requirements Gathering, Business Intelligence, Business Process, Process Improvement, Visio, IT Strategy, Solution Architecture, Software Project..., Program Management, Vendor Management, Data Modeling, Business Requirements, Oracle, eHealth, HL7, Software Documentation, HL7, Information Technology, Databases, SharePoint, Team Management, Management, Enterprise Architecture, Analysis, MS Project, Oracle E-Business Suite, CRM, SOA, Enterprise Software, Governance, PMP, Systems Analysis
Education
Panjab University 1998 — 2000
Masters, Information Systems
Punjabi University 1993 — 1997
Bachelors, Commerce
Eon Danney & Associates Inc February 2006 - April 2015
The CUMIS Group August 2011 - March 2012
Private Security and Investigative Services May 2010 - December 2010
Office of the Chief Coroner May 2009 - October 2009
Meridian Credit Union Ltd. February 2006 - June 2008
Nike Canada Ltd. February 1999 - May 2005
Manulife Financial April 1997 - February 1999
Westbury Life Insurance Co. August 1995 - April 1997
Confederation Life Insurance Co October 1970 - August 1994
Skills
Team Leadership, ITIL, Quality Assurance, Analysis, Software Documentation, Customer Service, Testing, Business Analysis, Change Management, Process Improvement, Project Management, Business Requirements, Disaster Recovery, Business Intelligence, Management, Business Process..., SDLC, Business Process, Team Building, Cross-functional Team..., Access, Training, Vendor Management, Leadership, Financial Reporting, Integration, Systems Analysis, Requirements Gathering, Requirements Analysis, IT Strategy, Analytics, IT Management, IT Service Management, Visio
Education
Sheridan College 1995 — 1996
Business Management
The CUMIS Group September 2011 - Present
CUMIS January 2007 - October 2011
The CUMIS Group November 2004 - December 2006
Sunlife Financial January 2000 - November 2004
Skills
Insurance, Change Management, Coaching, Team Building, Organizational..., Team Leadership, Performance Management, Leadership Development, Strategic Planning, Leadership, Talent Management, Training, Performance Consulting, Organizational..., Needs Analysis, Team Management, Training Facilitation, Human Resources, Learning Management, Blended Learning, Organizational Learning, Learning Management..., Training Needs Analysis
Education
Brock University 2006 — 2009
Bachelor, Adult Education
Sheridan College 1995 — 1998
Diploma, Business Administration, Human Resources Management
The CUMIS Group 2011 - Present
RSA June 1988 - April 2004
Skills
Insurance, Property & Casualty..., New Business Development, General Insurance, Underwriting, Risk Management, Property Damage, Claim, Reinsurance, Claims Management, Commercial Insurance, Legal Liability, Casualty, Commercial Lines, Casualty Insurance
Education
Mohawk College 1986 — 1988
Mohawk College 1986 — 1988
Insurance Administration, Insurance
Cambrian Credit Union June 1999 - Present
Credential Financial September 2007 - Present
The CUMIS Group 1995 - 1999
The Co-operators 1990 - 1995
Skills
Mortgage Lending, Consumer Lending, Credit, Strategic Planning, Banking, Loans, Budgets, Retail Banking, Portfolio Management, Credit Analysis, Financial Services, Risk Management, Strategic Financial..., Lines Of Credit, Mutual Funds, Wealth Management, Investments, Investment Advisory, Program Management
Education
Canadian Securities / Professional Programs
PDO, CSC, IFIC, LUA, CFP
Queen's University
Executive Program
Stanford University
Strategic Decision & Risk Management Program
University of Winnipeg
Business Administration
Red River College
Industrial Relations / Construction Technology
The CUMIS Group June 2014 - Present
Katz Group Canada Ltd. / Rexall Pharma Plus May 2013 - May 2014
The CUMIS Group December 2009 - May 2013
Points International Ltd. April 2009 - December 2009
PricewaterhouseCoopers Legal May 2006 - February 2009
Skills
SDLC, Requirements Gathering, Requirements Analysis, Data Modeling, Software Project..., User Acceptance Testing, Business Requirements, Quality Center, Solution Architecture, ETL, DB2, PMP, Integration, Oracle, Java Enterprise Edition, JavaSE, JavaScript, C#, WCF, Microsoft SQL Server, T-SQL, PL/SQL, ASP.NET, SQL, Business Analysis
Education
Guru Nanak Dev University 1996 — 1999
Master, Computer Application
CSIA Inc. a wholly owned subsidiary of Manulife Financial January 2013 - Present
Benesure Canada Inc. April 2011 - January 2013
First Canadian Title May 2006 - April 2011
CUNA Mutual Group March 2004 - May 2006
The CUMIS Group 1993 - 2003
HSBC Financial 1990 - 1993
Skills
B2B, Underwriting, Insurance, Mortgage Lending, Banking, Relationship Management, Credit, Investments, Financial Services, Retail Banking, Business Development, Leadership, Credit Cards, New Business Development, Residential Mortgages, Finance, Loans, Sales, Credit Analysis, Process Improvement
Education
Cape Breton University 1986 — 1990
BBA, Marketing
McMaster University October 2012 - Present
Sibley & Associates September 2009 - October 2012
The CUMIS Group September 2006 - August 2009
The CUMIS Group June 2002 - September 2006
The CUMIS Group September 2000 - June 2002
Metafore December 1997 - September 2000
Skills
Software Documentation, Testing, Project Management, System Deployment, ITIL, IT Service Management, Vendor Management, Integration, Microsoft SQL Server, Active Directory, SharePoint, VMware ESX, Windows Server, IBM Tivoli, Symantec Backup, Blackberry Enterprise..., Cisco Call Manager, Cisco Technologies, Network Monitoring Tools, Forefront, Microsoft Cluster, DNS management, Group Policy, DHCP, Google Apps, Microsoft Exchange, Hosted Microsoft...
Education
Mohawk College 1992 — 1994
Computer Technology
Shawn Baig, CPA, CA, LPA 2010 - Present
KLCA Chartered Accountants 2006 - Present
The CUMIS Group 2004 - 2005
Deloitte Canada 1999 - 2004
Skills
Tax, Auditing, Financial Accounting, Financial Reporting, Internal Controls, Accounting, Financial Analysis, IFRS, Internal Audit, Corporate Tax, Assurance, Variance Analysis
Education
McMaster University 1995 — 1999
Bachelor of Commerce (B.Com.), Commerce
Sleeman Breweries Ltd. February 2013 - Present
Region of Waterloo July 2010 - February 2013
The CUMIS Group May 2007 - June 2010
RIM 2004 - 2007
Mercer 2001 - 2004
Skills
Certified Compensation..., Compensation Strategies, Compensation, Rewards, Human Resources, Job Evaluation, Performance Management, Incentive Programs, Employee Relations, Change Management, Project Management, System Administration, Labor Relations, Employee Benefits, Market Analysis, Executive Pay, Sales Compensation, Customer Retention, Program Management, HRIS, Talent Management, Performance Tuning, Job Analysis, HR Policies, Performance Appraisal, Compensation Structures, Deferred Compensation, HR Consulting, Global Compensation, Strategic HR
Education
Bishop's University 1996 — 2000
Bachelor of Arts (BA), Psychology
Georgian College
Post Graduate Diploma in Research and Analysis
Ontario Dental Association June 2014 - Present
Ontario Dental Association June 2009 - Present
The CUMIS Group March 2008 - June 2009
Manulife Financial August 2002 - March 2008
Munich Re August 2000 - August 2002
TD Canada Trust September 1997 - August 2000
Duracell 1997 - 1997
A.C. Nielsen 1996 - 1996
Great-West Life 1993 - 1996
Skills
Project Management, Program Management, Marketing Strategy, Continuing Education, Event Management, Product Marketing, Vendor Relationships, Health Insurance, Not-for-profit, Direct Marketing, Executive Management, Strategic Planning, Change Management, Market Planning
Education
Queen's University 1988 — 1992
B. Comm (Hons), Marketing
Deloitte Canada May 2015 - Present
Teddington Park Associates Limited September 2014 - May 2015
Henderson Partners, LLP - Chartered Accountants February 2014 - May 2014
PricewaterhouseCoopers March 2010 - October 2013
KPMG MSLP August 2007 - February 2009
The CUMIS Group March 2006 - September 2006
Hamilton Health Sciences September 2000 - June 2002
KPMG Canada March 1993 - September 2000
Skills
Calendaring, Confidentiality, Spreadsheets, Lotus Notes, Time Management, Expenses, Outlook, Administrative..., Event Planning, PowerPoint, Travel Arrangements, Data Entry, System Administration, Accounts Payable, Accounts Receivable, Payroll, Office Administration, Calendars, PeopleSoft, Invoicing, Office Management, QuickBooks, Diary Management, Microsoft Office, Administration, Budgets, Analysis, Microsoft Word, CRM Databases
Education
Liaison College 2004 — 2005
Food Basic Diploma, Cooking and Related Culinary Arts, General, Honours
Humber College 1999 — 2000
Certificate, Grief Counsellor, 95
JA Turner Secondary School 1978 — 1982
CUMIS September 2004 - Present
The CUMIS Group 2004 - Present
Skills
Insurance, Risk Management, Disability Insurance, Life Insurance, Employee Benefits, Underwriting, Critical Illness, Claim, Customer Service, Health Insurance, Reinsurance, Call Center, Term Life Insurance, General Insurance, Languages, Liability, Relationship Management
Education
ESD 1987 — 1992
Dawson College
Torstar Media Group March 2011 - Present
Torstar Media Group June 2009 - February 2011
Torstar Media Group June 2008 - June 2009
SNC-Lavalin ProFac February 2005 - June 2008
The CUMIS Group 1993 - November 2004
Skills
Integration, Microsoft SQL Server, ITIL, Infrastructure, Enterprise Architecture, Disaster Recovery, SDLC, IT Strategy, IT Management, Solution Architecture, Active Directory, Virtualization, SharePoint, Requirements Analysis, DNS, VMware, Servers, Databases
Education
Mohawk College 1991 — 1994
Diploma of Technology, Computer Science
CUMIS November 1999 - Present
CUMIS 1999 - 2011
CUMIS January 2007 - September 2009
The CUMIS Group January 2007 - January 2009
Skills
Insurance, Underwriting, Risk Management, Life Insurance, Reinsurance, Business Analysis, Delegation, Leadership, Strategic Planning, Timely Decision Making, Problem Solving, Employee Engagement, Change Management, Development Of Employees, Result Oriented, Employee Benefits, Relationship Management, Disability Insurance, Term Life Insurance, Critical Illness, Financial Services, Credit Unions, Customer Service
Education
Mohawk College
RBC Insurance Services Inc. December 2014 - Present
RBC Insurance May 2008 - December 2014
RBC Insurance March 2007 - May 2008
The CUMIS Group June 2001 - March 2007
Canada Life Assurance Company October 2000 - June 2001
Canada Life Assurance Co December 1990 - June 2001
Skills
Leadership, Mediation, Disability Insurance, Claim, Management, Life Insurance, Insurance, Coaching, Critical Illness, Employee Benefits, Strategy, Underwriting, Claims Management, Customer Service, Reinsurance, Litigation, Financial Services, Health Insurance, Casualty
Education
McMaster University
B.A, Anthropology
Mohawk College
The CUMIS Group August 2011 - Present
The CUMIS Group May 2007 - August 2011
TD Bank April 2003 - May 2007
TD Waterhouse May 2000 - March 2003
TD Waterhouse (Europe) August 1997 - May 2000
Charles Schwab Europe September 1994 - August 1997
Citibank September 1993 - September 1994
Skills
SDLC, Requirements Gathering, Vendor Management, Banking, Relationship Management, Business Analysis, Portfolio Management, PMP, Financial Risk, Requirements Analysis, Risk Management, Credit, Visio, Retail Banking, Business Requirements, Project Portfolio..., Financial Services, User Acceptance Testing, Agile Project Management, PMO, Lean Thinking, Project Management, Business Process...
Education
Carleton University
BA, English Literature
The CUMIS Group September 2012 - Present
Education
Griffith University 2006 — 2006
Masters, Human Resource Management
McGill University 2000 — 2004
BA, Industrial Relations, Economics
Tim Hortons December 2014 - July 2015
Tim Hortons August 2014 - December 2014
Tim Hortons July 1996 - August 2014
The CUMIS Group October 1993 - June 1996
Creative Marketing Network (CMN) August 1992 - September 1993
Skills
Communications Planning, Strategic Communications, Internal Communications, Media Relations, Marketing Communications, Strategy, Newsletters, Communication Training, Marketing Management, Event Management, Proposal Writing, Corporate Communications, Editing, Public Relations, Speech Writing, Crisis Communications, Press Releases, Public Speaking, Corporate Social..., Reputation Management, Publications
Education
Royal Roads University 2010 — 2010
Accredited Business Communicator, ABC
Humber College 1991 — 1992
Public Relations Certificate with Honours, Public Relations
SAIT (Southern Alberta Institute of Technology) 1985 — 1998
Diploma of Applied Arts, Major in Consumer Marketing
BlueShore Financial 2000 - Present
Pacifica Mortgage Investment Group February 2012 - Present
United Mortgage Group October 2001 - Present
Credential February 2011 - February 2013
Filene Research Institute 2004 - 2013
Canadian Northern Shield March 2004 - March 2008
The CUMIS Group March 2003 - February 2008
Vancity February 1995 - October 2000
Vancity Enterprises Ltd. January 1989 - February 1995
Skills
Investments, Strategic Planning, Banking, Wealth Management, Mortgage Lending, Mentoring, Business Strategy, Corporate Finance, Portfolio Management, Mutual Funds, Strategic Financial..., Marketing, Risk Management, Strategy, Financial Analysis, Financial Services, Finance, Loans, Investment Advisory, Commercial Lending, Commercial Banking, Credit Risk, Retail Banking, Credit Unions, Marketing Strategy, Credit Analysis, Retirement Planning, Credit, Relationship Management, Consumer Lending, Financial Advisory, Financial Risk, Leadership
Education
University of Toronto - Rotman School of Management 2011 — 2012
ICD Directors Education Program
Joint Program Harvard and MIT 1997 — 1997
Program For Key Executives
The University of British Columbia 1978 — 1985
Master of Arts (M.A.), Bachelor of Arts (B.A.)
Brookings Chiropractic Center March 2009 - Present
The CUMIS Group November 2007 - June 2008
CSST - Commission de la sante et securite du travail August 2001 - August 2007
Education
College FX Garneau
Rehab Technician
Laval University
Law Certificate
DUCA Financial Services Credit Union Ltd. August 2000 - Present
The CUMIS Group June 1999 - August 2000
Concentra Financial June 1995 - June 1999
Skills
Credit, Banking, Loans, Financial Services, Retail Banking, Customer Service, Management, Branch Management, Cash Management
Education
Humber College 1994 — 1994
Diploma, Business Applications
Politechnika Krakowska im. Tadeusza Kościuszki
Environmental Sciences