3Macs Company
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3Macs Employees
3Macs 2005 - Present
3Macs 1999 - 2005
RBC Dominion Securities 1996 - 1999
Richardson Greenshields 1994 - 1996
Skills
Do Women Get a Raw Deal..., Portfolio Management, Fixed Income, Finance, Investments, women & money, fee-based investing, investment advice, Wealth Management, investing, mutual funds, securities, stocks, bonds, ETFs, dividend investment, discretionary portfolio..., Asset Management, Investment Strategies, Tax-advantaged..., Investment Advisory, Risk Management, Wealth, Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Financial Advisory, Asset Allocation, Equities, Wealth Management..., demystifying investing, Mutual Funds
Education
Concordia University 1990 — 1993
Bachelor of Commerce (B.Com.), Finance, General
McGill University
Certificate, International Business
3Macs Self-clearing consultantQuestradeOctober 2012 - July 2013
Penson Financial Services Canada February 2006 - October 2012
Penson Financial Services Canada August 2010 - January 2011
Penson Financial Services Canada June 2007 - August 2010
Penson Financial Services Canada February 2006 - June 2007
NBCN March 2004 - February 2006
ScotiaMcLeod February 2000 - April 2004
CBC Television 1900 - 1999
Skills
Equities, Financial Services, Capital Markets, Derivatives, Securities, Trading Systems, Mutual Funds, Bloomberg, Bonds, Employee Training, Account Reconciliation, Customer Service, Compliance, Internal Audit, Project Management, Managerial Finance, Nonprofits, Outsourcing, Quality Assurance, Research, Writing, Back Office, Training, Investment Banking, Accounting, FX Options, Equity Trading, Electronic Trading, Alternative Investments, Financial Markets, Finance, Process Improvement, Strategy, Management, Leadership
Education
Concordia University
Bachelor of Arts, Political Science, School of Community and Public Affairs
3Macs January 2015 - Present
3Macs September 2014 - December 2014
CIBC Mellon December 2013 - March 2014
Versant Partners January 2008 - May 2012
TD January 2001 - June 2004
Skills
Excel, Outlook, MS..., FIDESSA, FIDELITY,..., POSTEDGE, CACTUS, CMS,..., Securities, Equities, Trading, Investments, Accounts Payable, Settlement, Loans, Payments, Deposits, Security, Cash, Financial Services
Education
Sheridan College 1996 — 1998
Bussiness Admin., Accounting
3Macs April 2014 - Present
Framestore March 2013 - March 2014
Zoom Media March 2011 - March 2013
Lallemand March 2010 - March 2011
Magenta Studio October 2009 - March 2010
Noverka Conseil October 2007 - October 2009
Skills
Bilingual, Analysis, Time Management, Microsoft Excel, ADP Payroll, Payroll Analysis, Payroll Taxes, Certified Payroll, Multi-state Payroll..., Payroll, CPA, Employee Benefits
Education
Association Canadienne de la paie
SCP- Accréditation de spécialiste en conformité de la paie
TELUQ
Certificat, Comptabilité
Université du Québec à Montréal
Certificat, Ressources Humaines
ROBIC June 2014 - Present
Ville de Delson January 2012 - October 2014
Le Reflet February 2013 - July 2014
LOCWELD October 2013 - March 2014
3Macs February 2013 - March 2014
Le Courrier du Sud September 2012 - March 2014
The Link Independent Newspaper August 2011 - May 2012
Champlain College Saint-Lambert January 2010 - May 2010
Skills
Photoshop, Adobe Premiere Pro, Photojournalism, Portraits, Creative Direction, Adobe Creative Suite, Image Editing, Digital Photography, InDesign, Lightroom, Portrait Photography, Photos, Image Manipulation, Fine Art Photography
Education
Concordia University 2008 — 2012
Bachelor of Fine Arts, Photography, GPA 3.54
Champlain College Saint-Lambert 2006 — 2008
DEC/Collegiate Diploma, Photography/Design
3Macs June 2014 - Present
McGill University April 2014 - Present
E4 Consulting September 2009 - June 2014
CN Investment Division 2009 - 2009
BCA Research 2006 - 2008
Concordia University 2002 - 2006
Skills
Financial Analysis, Data Analysis, Research, Online Marketing, Marketing Communications, Writing, Video Games, Portfolio Management, Start-up Consulting, Risk Management, Business Process..., Management Accounting, Planning Budgeting &..., Economics, Investments, Derivatives, Equities, Capital Markets, Financial Modeling, Trading, Analytics, Asset Allocation, Entrepreneurship, Hedge Funds, Finance, Budgets, Business Strategy, Options, Management, Analysis, Strategy, Corporate Finance, Financial Markets, Fixed Income, Macroeconomics, Quantitative Analytics, Leadership, Forecasting, Asset Management, Financial Services, Bloomberg
Education
Institute of Management Accountants (IMA) 2013 — 2013
Certified Management Accountant (CMA), Accounting
Professional Risk Managers' International Association (PRMIA) 2008 — 2009
PRM, Risk Management
CFA Institute 2005 — 2008
CFA, Finance
Concordia University 2004 — 2007
MSc, Finance
Concordia University 2001 — 2004
BAdmin, Finance, Music, 3.97 GPA
McGill University
Autorité des marchés financiers October 2011 - Present
3Macs August 2009 - October 2011
Caisse de dépôt et placement du Québec 2006 - 2008
Valeurs mobilieres Desjardins 2004 - 2006
Skills
Auditing, Securities Regulation, Operational Risk..., Securities, Derivatives, Investments, Mutual Funds, AML, Structured Products
Education
Institute of Internal Auditors 2013 — 2014
Vérification interne
Formation Mondiale CSI 2002 — 2011
Valeurs mobilieres
Université de Montréal - HEC Montréal
Finance
Springboard Services December 2011 - Present
3Macs March 2014 - Present
Institutional Limited Partners Association November 2013 - April 2014
3Macs 2014 - 2014
Markham Stouffville Hospital Foundation March 2010 - September 2013
Toronto Public Library August 2002 - October 2011
Cornell Rate Payers Association 2011 - 2011
Global Network Technology Services April 2001 - October 2001
Teleias December 2000 - March 2001
Teleias April 2000 - December 2000
Skills
Leadership, Negotiation, Problem Solving, IT Management, Technical Presentations, Web Infrastructure, ITIL, PMP, Stakeholder Management, Client Services, Listening Skills, Vendor Management, Team Building, Business Analysis, Technology Solutions, Requirements Analysis, Web Development, IT Governance, Customer Relations, Process Improvement, Project Planning, Mentoring, Program Management, Systems Management, Vendor Relations, Integration, Team Management, IT Service Management, Social Media, Architecture, Network Administration, IT Strategy, Requirements Gathering, Active Directory, Consultancy, Cloud Computing
Education
National Project Management Inc. - Project Communications and Stakeholder Management Workshop 2012 — 2012
National Project Management Inc. - Project Risk Management Workshop 2011 — 2011
National Project Management Inc. - PMP Certification Prep Workshop 2009 — 2009
Bates Project Management Inc. - Bates Project Planning & Control 2000 — 2000
Pink Elephant - ITIL: Foundation Certificate in IT Services Management 1999 — 1999
Mohawk College 1985 — 1988
Diploma, Computer Electronics Technology
MRLStark Insurance Inc May 2003 - Present
3Macs 2014 - Present
3Macs 2014 - Present
Agency 2012 - Present
Royal Bank Insurance May 2003 - June 2012
RBC Insurance May 2003 - June 2012
RBC 2003 - 2012
Skills
Investments, Strategic Financial..., Segregated Funds, Financial Analysis, Retirement Planning, RRSP, Life Insurance, Critical Illness, Wealth Management, Retirement Savings, Insurance, Disability Insurance, TFSA, Wealth Accumulation, Strategic Planning, Retirement, Fixed Annuities, Long Term Care Insurance, Universal Life, Key Person Insurance
Education
Concordia University 1976 — 1995
BA, Economics
Selwyn House
3Macs August 2014 - Present
BMO Nesbitt Burns January 2010 - July 2014
Education
IQPF 2014 — 2014
Financial Planning
McGill University 2013 — 2014
Diploma in Financial Planning, Financial Planning and Services
Concordia University 2007 — 2011
BCOMM, Finance
3Macs August 2013 - Present
3Macs May 2007 - July 2013
3Macs November 2002 - June 2007
Skills
Anti Money Laundering, Securities, Financial Services, Equities, Financial Risk, Mutual Funds, Risk Management, Investments, Portfolio Management, Asset Management, Wealth Management, Capital Markets, Fixed Income, Derivatives, Options
Education
Concordia University 1999 — 2000
Bachelor of Commerce (B.Com.), Finance, General