Wood Gundy
Industry: Retail banking company
DescriptionCIBC Wood Gundy is the Canadian full-service retail brokerage division of CIBC World Markets Inc., a subsidiary of the Canadian Imperial Bank of Commerce. Headquarters: Toronto, Canada Founded: 1988 Predecessor: Wood Gundy Parent organization: CIBC World Markets
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Wood Gundy Employees
Employee
Years
Job
Industry
Gord Wimble Gord Wimble's Wood Gundy Experience January 1979 - December 1984
Job Retired Branch Mgr. at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy January 2013 - Present
IIROC / IDA / IIAC / WSE January 1985 - December 2012
CIBC Wood Gundy December 1984 - December 2012
Wood Gundy January 1979 - December 1984
Wood Gundy December 1976 - January 1979
Skills
retired layabout, old time financial..., Fixed Income, Investment Advisory, Wealth Management, Mutual Funds, Portfolio Management, Investments, Investment Strategies, Securities, Financial Planning, Asset Management, Asset Allocation, Valuation, FX Options, Bloomberg, Strategy
Education
McGill University 1973 — 1976
Bachelor of Commerce (BCom), Finance, General
Vanier College 1971 — 2012
Pure and Applied Science
St James Collegiate - Winnipeg 1969 — 1971
CIBC Wood Gundy January 2013 - Present
IIROC / IDA / IIAC / WSE January 1985 - December 2012
CIBC Wood Gundy December 1984 - December 2012
Wood Gundy January 1979 - December 1984
Wood Gundy December 1976 - January 1979
Skills
retired layabout, old time financial..., Fixed Income, Investment Advisory, Wealth Management, Mutual Funds, Portfolio Management, Investments, Investment Strategies, Securities, Financial Planning, Asset Management, Asset Allocation, Valuation, FX Options, Bloomberg, Strategy
Education
McGill University 1973 — 1976
Bachelor of Commerce (BCom), Finance, General
Vanier College 1971 — 2012
Pure and Applied Science
St James Collegiate - Winnipeg 1969 — 1971
Vaneesa Cline, BCS Vaneesa Cline, BCS's Wood Gundy Experience June 2014 - 2015
Job Insurance and Risk Management Professional
Industry Insurance
Experience
Wood Gundy June 2014 - 2015
MoneyAdvisor.ca Financial Ltd. June 2008 - June 2014
BrokerLink June 2008 - October 2008
Nexgen Financial Inc November 2004 - May 2008
Calgary Immigrant Women's Association (CIWA) 2002 - 2004
Skills
Estate Planning, Disability Insurance, Critical Illness, Life Insurance, Retirement Planning, Health Insurance, Long Term Care Insurance, Employee Benefits, Term Life Insurance, Permanent Life Insurance, Wealth Management, Financial Planning, Strategic Financial..., Financial Advisory, Financial Planners, Nonprofits, Retirement, Mutual Funds, Mortgage Lending, Debt Consolidation
Education
The University of Calgary 1998 — 2001
BCS, Communications Studies
Southern Alberta Institute of Technology / SAIT
Wood Gundy June 2014 - 2015
MoneyAdvisor.ca Financial Ltd. June 2008 - June 2014
BrokerLink June 2008 - October 2008
Nexgen Financial Inc November 2004 - May 2008
Calgary Immigrant Women's Association (CIWA) 2002 - 2004
Skills
Estate Planning, Disability Insurance, Critical Illness, Life Insurance, Retirement Planning, Health Insurance, Long Term Care Insurance, Employee Benefits, Term Life Insurance, Permanent Life Insurance, Wealth Management, Financial Planning, Strategic Financial..., Financial Advisory, Financial Planners, Nonprofits, Retirement, Mutual Funds, Mortgage Lending, Debt Consolidation
Education
The University of Calgary 1998 — 2001
BCS, Communications Studies
Southern Alberta Institute of Technology / SAIT
Paulette Filion Paulette Filion's Wood Gundy Experience October 1978 - April 1981
Job Financial Services Consultant
Industry Financial Services
Experience
Strategy Marketing August 2014 - Present
Marketing Directions March 1995 - Present
CST Consultants Inc. January 2010 - April 2010
DundeeWealth October 2008 - October 2009
ING Canada (now Intact) July 2005 - April 2006
AIC Limited September 2004 - May 2005
United Financial Management September 1990 - September 1994
Manulife Financial 1986 - 1990
Midland Doherty May 1981 - December 1984
Wood Gundy October 1978 - April 1981
Skills
Leadership, Marketing Management, Research, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Services, Asset Managment, Marketing Strategy, Marketing Communications, Business Strategy, Securities, Insurance, Equities, Alternative Investments, Financial Analysis, Relationship Management, Marketing, Asset Management, Budgets, Pensions, Risk Management, Strategy, Financial Planners, Market Research, Sales, Business Development, Financial Advisory, Management, Finance, Executive Management, Product Management, Wealth, Investment Strategies, Financial Planning
Education
University of Toronto 2008 — 2014
Certificate, Creative Writing Certificate
National Association of Securities Dealers 1987 — 1987
Series 6 Exam
Canadian Securities Institute 1979 — 1980
Registered Rep, Canadian Securities Course
The New School 1975 — 1976
Creative Journalism
University of Toronto - Woodsworth College 1973 — 1974
Advertising & Sales Promotion
Strategy Marketing August 2014 - Present
Marketing Directions March 1995 - Present
CST Consultants Inc. January 2010 - April 2010
DundeeWealth October 2008 - October 2009
ING Canada (now Intact) July 2005 - April 2006
AIC Limited September 2004 - May 2005
United Financial Management September 1990 - September 1994
Manulife Financial 1986 - 1990
Midland Doherty May 1981 - December 1984
Wood Gundy October 1978 - April 1981
Skills
Leadership, Marketing Management, Research, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Services, Asset Managment, Marketing Strategy, Marketing Communications, Business Strategy, Securities, Insurance, Equities, Alternative Investments, Financial Analysis, Relationship Management, Marketing, Asset Management, Budgets, Pensions, Risk Management, Strategy, Financial Planners, Market Research, Sales, Business Development, Financial Advisory, Management, Finance, Executive Management, Product Management, Wealth, Investment Strategies, Financial Planning
Education
University of Toronto 2008 — 2014
Certificate, Creative Writing Certificate
National Association of Securities Dealers 1987 — 1987
Series 6 Exam
Canadian Securities Institute 1979 — 1980
Registered Rep, Canadian Securities Course
The New School 1975 — 1976
Creative Journalism
University of Toronto - Woodsworth College 1973 — 1974
Advertising & Sales Promotion
David Waugh David Waugh's Wood Gundy Experience 1993 - 1996
Job Portfolio Manager, VicePresident at BMO Nesbitt Burns.
Industry Financial Services
Experience
BMO Nesbitt Burns January 2002 - Present
Merrill Lynch 1999 - 2002
Midland Walwyn 1996 - 1999
Wood Gundy 1993 - 1996
Ontario Hydro September 1988 - August 1993
Skills
Fixed Income, Investments, Asset Management, Investment Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Portfolio Optimization, Estate Planning, Strategic Planning, Hedge Funds, Derivatives, Wealth, Bonds, Trading, Commodities, Retirement, Currency, Equity Derivatives, Capital Markets, Risk Management, Technical Analysis, Due Diligence, Financial Advice, Trading Systems, FX, Public Speaking, Risk, Emerging Markets, Equities, Wealth Management, Asset Allocation, Portfolio Management, Financial Planning, Financial Services, Finance, ETFs, Investment Management, High Net Worth..., Strategy, Banking, Wealth Management..., Financial Analysis, Financial Markets, Securities, Financial Modeling, Valuation, Equity Research, Insurance
Education
McMaster University 1987 — 1989
M.B.A., Finance
University of Toronto 1981 — 1985
B.Sc., Geology
BMO Nesbitt Burns January 2002 - Present
Merrill Lynch 1999 - 2002
Midland Walwyn 1996 - 1999
Wood Gundy 1993 - 1996
Ontario Hydro September 1988 - August 1993
Skills
Fixed Income, Investments, Asset Management, Investment Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Portfolio Optimization, Estate Planning, Strategic Planning, Hedge Funds, Derivatives, Wealth, Bonds, Trading, Commodities, Retirement, Currency, Equity Derivatives, Capital Markets, Risk Management, Technical Analysis, Due Diligence, Financial Advice, Trading Systems, FX, Public Speaking, Risk, Emerging Markets, Equities, Wealth Management, Asset Allocation, Portfolio Management, Financial Planning, Financial Services, Finance, ETFs, Investment Management, High Net Worth..., Strategy, Banking, Wealth Management..., Financial Analysis, Financial Markets, Securities, Financial Modeling, Valuation, Equity Research, Insurance
Education
McMaster University 1987 — 1989
M.B.A., Finance
University of Toronto 1981 — 1985
B.Sc., Geology
Jim Beqaj's Wood Gundy Experience 1989 - 1992
Job Trusted advisor in recruiting, consulting and coaching
Industry Financial Services
Experience
Beqaj International Inc. February 2003 - Present
Maachu Pte Ltd April 2013 - Present
BAYSTREETDIRECT.COM 2000 - 2002
Bank of Montreal 1997 - 2000
CIBC Wood Gundy 1992 - 1996
Wood Gundy 1989 - 1992
Skills
Capital Markets, Management
Education
Queen's University 1973 — 1977
Bachelor of Arts (B.A.), Economics
Ashbury College 1968 — 1973
Beqaj International Inc. February 2003 - Present
Maachu Pte Ltd April 2013 - Present
BAYSTREETDIRECT.COM 2000 - 2002
Bank of Montreal 1997 - 2000
CIBC Wood Gundy 1992 - 1996
Wood Gundy 1989 - 1992
Skills
Capital Markets, Management
Education
Queen's University 1973 — 1977
Bachelor of Arts (B.A.), Economics
Ashbury College 1968 — 1973
Lora Crighton's Wood Gundy Experience 1990 - 1997
Job
Industry Accounting
Experience
BBDO September 1999 - Present
cibc 1997 - 1999
Wood Gundy 1990 - 1997
MLC INC 1987 - 1990
Concordia University 1984 - 1986
Skills
Editing, Singing, Music, Account Reconciliation, Accounting, Strategic Planning, Analysis, Time Management, Public Relations, Microsoft Excel, Management, Customer Service, Data Analysis, Budgets, Change Management, Event Planning, Training, Leadership, Program Management, Corporate Finance, Nonprofits, Teaching, Team Leadership, Administration, HTML, Business Strategy, Photography, Project Management, Windows, Microsoft Word, Access, Performance Management, Corporate Communications, PowerPoint, Entertainment, Teamwork, Outlook, Troubleshooting
Education
York University 2007 — 2009
Musicology
York University 2003 — 2007
BFA, Music
Concordia University 1983 — 1986
Math
Vanier College 1981 — 1983
Science
BBDO September 1999 - Present
cibc 1997 - 1999
Wood Gundy 1990 - 1997
MLC INC 1987 - 1990
Concordia University 1984 - 1986
Skills
Editing, Singing, Music, Account Reconciliation, Accounting, Strategic Planning, Analysis, Time Management, Public Relations, Microsoft Excel, Management, Customer Service, Data Analysis, Budgets, Change Management, Event Planning, Training, Leadership, Program Management, Corporate Finance, Nonprofits, Teaching, Team Leadership, Administration, HTML, Business Strategy, Photography, Project Management, Windows, Microsoft Word, Access, Performance Management, Corporate Communications, PowerPoint, Entertainment, Teamwork, Outlook, Troubleshooting
Education
York University 2007 — 2009
Musicology
York University 2003 — 2007
BFA, Music
Concordia University 1983 — 1986
Math
Vanier College 1981 — 1983
Science
Sam El Raheb's Wood Gundy Experience 1992 - 1995
Job Managing Director, FIS Canada
Industry Financial Services
Experience
FIS February 1996 - Present
FIS 2008 - 2010
Wood Gundy 1992 - 1995
Skills
Banking, Management, IT Strategy, Vendor Management, Project Portfolio..., PMO, Financial Services, Risk Management, IT Management, Integration, Business Process..., Change Management, Business Process, Outsourcing, Business Transformation, Project Delivery, CRM
Education
Ryerson University 1984 — 1988
BA, Business Management
FIS February 1996 - Present
FIS 2008 - 2010
Wood Gundy 1992 - 1995
Skills
Banking, Management, IT Strategy, Vendor Management, Project Portfolio..., PMO, Financial Services, Risk Management, IT Management, Integration, Business Process..., Change Management, Business Process, Outsourcing, Business Transformation, Project Delivery, CRM
Education
Ryerson University 1984 — 1988
BA, Business Management
John Lute's Wood Gundy Experience 1983 - 1985
Job Owner, Lute & Company
Industry Public Relations and Communications
Experience
Lute & Company 1995 - Present
Burson-Marsteller 1993 - 1995
Hill & Knowlton 1989 - 1993
LAC Minerals 1988 - 1989
Irving Bank of Canada 1985 - 1987
Wood Gundy 1983 - 1985
The Financial Post 1981 - 1983
Financial Times of Canada 1979 - 1981
Education
Carleton University 1972 — 1977
Journalism
Queen's University
History
Lute & Company 1995 - Present
Burson-Marsteller 1993 - 1995
Hill & Knowlton 1989 - 1993
LAC Minerals 1988 - 1989
Irving Bank of Canada 1985 - 1987
Wood Gundy 1983 - 1985
The Financial Post 1981 - 1983
Financial Times of Canada 1979 - 1981
Education
Carleton University 1972 — 1977
Journalism
Queen's University
History
Josephine (Jody) Del Priore's Wood Gundy Experience 1982 - 1990
Job Banking Professional
Industry Banking
Experience
Dime Bank 1997 - Present
Chase Management 1987 - 1996
Chase Manhattan 1987 - 1996
wood gundy 1982 - 1990
Education
Wagner College 1994 — 1997
MBA, Finance
City University of New York-Brooklyn College 1982 — 1986
Dime Bank 1997 - Present
Chase Management 1987 - 1996
Chase Manhattan 1987 - 1996
wood gundy 1982 - 1990
Education
Wagner College 1994 — 1997
MBA, Finance
City University of New York-Brooklyn College 1982 — 1986
Russ Lindsay's Wood Gundy Experience 1991 - 1999
Job Retired at Retirement
Industry Financial Services
Experience
Retirement January 2014 - Present
Neighbourhood Information Post 1997 - 2014
Neighbourhood Information Post 1997 - 2014
Jovian Capital Corp. June 2006 - December 2013
CIBC 1991 - 1999
Wood Gundy 1991 - 1999
CIBC World Markets 1979 - 1999
Skills
Securities, Business Analysis, Financial Analysis, Capital Markets, SDLC, Risk Management, Financial Services, Fixed Income, Derivatives, Portfolio Management, Investments, Equities
Education
Concordia University 1972 — 1975
B. Comm., Accounting and Finance
Retirement January 2014 - Present
Neighbourhood Information Post 1997 - 2014
Neighbourhood Information Post 1997 - 2014
Jovian Capital Corp. June 2006 - December 2013
CIBC 1991 - 1999
Wood Gundy 1991 - 1999
CIBC World Markets 1979 - 1999
Skills
Securities, Business Analysis, Financial Analysis, Capital Markets, SDLC, Risk Management, Financial Services, Fixed Income, Derivatives, Portfolio Management, Investments, Equities
Education
Concordia University 1972 — 1975
B. Comm., Accounting and Finance
Roger Orloff's Wood Gundy Experience 1977 - 1981
Job Merger & acquisition consultant
Industry Investment Banking
Experience
The Acquisition Search Corporation 1990 - Present
Mellon Bank 1981 - 1990
Wood Gundy 1977 - 1981
Reed Paper Canada 1973 - 1977
Skills
Acquisition search, Sale of business, Alternatives to..., Strategic and tactical..., Research and analysis, Descriptive memorandum..., Prospect identification, Prospect solicitation, Negotiation, M&A due diligence, Transaction closing, Due Diligence, Marketing, Mergers, Business Acquisition, Cross-functional Team..., Strategy, Sales, Mergers & Acquisitions, Public Relations, Budgets, Management, Entrepreneurship, Market Research, Analysis, Strategic Planning, Business Strategy, Management Consulting
Education
Harvard Business School 1961 — 1963
MBA with Distinction
Rensselaer Polytechnic Institute 1956 — 1960
Bachelor of Management Engineering, Marketing
The Acquisition Search Corporation 1990 - Present
Mellon Bank 1981 - 1990
Wood Gundy 1977 - 1981
Reed Paper Canada 1973 - 1977
Skills
Acquisition search, Sale of business, Alternatives to..., Strategic and tactical..., Research and analysis, Descriptive memorandum..., Prospect identification, Prospect solicitation, Negotiation, M&A due diligence, Transaction closing, Due Diligence, Marketing, Mergers, Business Acquisition, Cross-functional Team..., Strategy, Sales, Mergers & Acquisitions, Public Relations, Budgets, Management, Entrepreneurship, Market Research, Analysis, Strategic Planning, Business Strategy, Management Consulting
Education
Harvard Business School 1961 — 1963
MBA with Distinction
Rensselaer Polytechnic Institute 1956 — 1960
Bachelor of Management Engineering, Marketing
Edward Comeau, CFA's Wood Gundy Experience 1986 - 1988
Job First New York Securities
Industry Financial Services
Experience
First New York Securities April 2005 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Lehman Brothers 1991 - 1995
Oppenheimer & Co. 1988 - 1991
Wood Gundy 1986 - 1988
Laidlaw Adams & Peck 1984 - 1986
Education
University of Massachusetts Boston 1977 — 1981
BS Finance & Accounting
First New York Securities April 2005 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Lehman Brothers 1991 - 1995
Oppenheimer & Co. 1988 - 1991
Wood Gundy 1986 - 1988
Laidlaw Adams & Peck 1984 - 1986
Education
University of Massachusetts Boston 1977 — 1981
BS Finance & Accounting
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