Acuity Funds
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Acuity Funds Employees
Royal Ontario Museum June 2014 - Present
University of Toronto August 2012 - June 2014
Gap Inc./Old Navy June 2011 - July 2012
McMaster Student Union December 2010 - April 2011
Acuity Funds May 2009 - August 2010
Acuity Funds January 2007 - August 2009
Skills
Planning Budgeting &..., Managing Marketing..., Microsoft Excel, Advertising, Copywriting, Teamwork, Microsoft Office, Social Media, PowerPoint, HTML, Google Docs, Smartboard, Video Conferencing, Confluence, CSS, TeamViewer, Outlook, Camtasia, Microsoft Dynamics, Customer Service, Photoshop
Education
University of Toronto, School of Continuing Studies 2014 — 2016
Certificate in E-Learning
McMaster University 2007 — 2011
Honours Bachelor of Commerce, Marketing
Square Peg Advisors 2015 - Present
Cottontree Inc. 2012 - 2014
Acuity Funds July 2010 - February 2011
RCM Asia Pacific Ltd. July 2004 - July 2010
KBSH Capital Management November 2001 - October 2002
Bear Stearns October 1996 - February 2001
Skills
Equity Research, Equities, Investments, Asset Managment, Portfolio Management, Business Analysis, Asset Management, Quantitative Analytics, Financial Analysis, Alternative Investments, Financial Modeling, Valuation, Bloomberg, Hedge Funds, Analysis, Asset Allocation, Investment Strategies, Equity Valuation, Capital Markets, Investment Management
Education
Ivey Business School at Western University 2012 — 2014
Master of Business Administration (MBA)
Western University 1989 — 1992
Bachelor's, Mathematics and Statistical Sciences
Eleven Points Logistics June 2013 - April 2015
Achievers March 2012 - June 2013
Achievers February 2011 - March 2012
Acuity Funds June 2010 - September 2010
Canada Revenue Agency June 2009 - December 2009
Skills
Outlook, Microsoft Office, Excel, Microsoft Excel, Account Reconciliation, Auditing, Forecasting, Tax, Management, Accounts Payable, Finance, Accounting, Financial Accounting, Financial Reporting
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Accounting
MagPower Systems Inc. October 2009 - Present
LNG Direct Rail Ltd. June 2011 - Present
Adastra Energy Inc. January 2011 - Present
New Carolin Gold Corp January 2010 - Present
Peak Producers Inc. 2003 - Present
Urban Communications 2006 - 2008
Acuity Funds 2000 - 2003
SVC O'Donnell January 1999 - December 2000
ScotiaMcLeod August 1989 - September 1998
Skills
Financial Markets, Venture Capital, Private Equity, Executive Management, Restructuring, Business Planning, Strategic Planning, Entrepreneurship, Management
Education
Simon Fraser University 2003 — 2006
BA, English
Simon Fraser University 1986 — 1988
BA, Economics
Burnaby Central
Financière Banque Nationale April 2007 - Present
Valeurs mobilières Banque Laurentienne Inc. January 2002 - April 2007
Acuity Funds January 1999 - November 2001
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Equities, Retirement Planning, Asset Allocation, Asset Management, Strategic Financial..., Fixed Income, Financial Markets, Securities, Banking, Retirement, Risk Management, Bloomberg, ETFs, Financial Analysis
Education
Institut canadien de valeurs mobilières 2010 — 2012
CIM, Gestion de portefeuille
1989 — 1993
BAA, Finance
Russell Investments March 2015 - Present
Aston Hill Financial Inc. June 2013 - March 2014
Sprott Asset Management February 2012 - May 2013
Dynamic Funds October 2008 - February 2012
Dynamic Funds July 2006 - October 2008
Acuity Funds May 2005 - July 2006
AIM Trimark Investments 2003 - May 2005
Skills
Wealth Management, Mutual Funds, Estate Planning, Alternative Investments, Retirement, Asset Managment, Financial Planners, Wealth, Investment Strategies, Relationship Management, ETFs, Investment Advisory, Hedge Funds, Fixed Annuities, Retirement Planning, Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Asset Management, Securities, Financial Advisory, Disability Insurance, Investment Management, High Net Worth..., Equities, Fixed Income, Financial Services
Education
British Columbia Institute of Technology / BCIT
Corporate Finance, Finance and Financial Management Services
Canadian Securities Institute
Canadian Securities Certificate
Cushman & Wakefield "(Formerly DTZ)" June 2009 - Present
Acuity Funds January 2005 - June 2009
Invesco 2002 - 2004
Skills
Sales, New Business Development, Investments, Management, Market Analysis, Selling, Strategic Planning, Contract Negotiation, Negotiation, Business Development, Financial Analysis, Real Estate, Asset Management, Investment Properties, Sales Management, Leases, Portfolio Management
Education
Ryerson University 2003 — 2005
Finance
George Brown College 2001 — 2003
Financial Planning
Churchill
Hammarskjold
Workplace Safety and Insurance Board (WSIB) March 2014 - August 2015
B2B Bank August 2012 - October 2013
AGF Trust July 2007 - August 2012
Acuity Funds March 2006 - June 2007
Holcim Canada 2005 - 2006
The Guarantee Company of North America 2002 - 2004
AIM/Trimark Investments 2000 - 2001
International Financial Data Services 1996 - 2000
Skills
Document Management, Business Analysis, Project Management, Software Documentation, Office Management, Governance, Lotus Notes, Access, Outlook, Project Coordination, Document Imaging, Mailroom Operations, Team Leadership, Cross-functional Team..., Time Management, Analysis, Customer Service, Vendor Management, Management, Banking, Process Improvement, Change Management, Financial Services, Business Process...
Education
Humber College 1989 — 1991
CERTIFICATE
Bridgehouse Asset Managers July 2012 - Present
Bridgehouse Asset Managers April 2010 - July 2012
RBC DS March 2009 - March 2010
Acuity Funds February 2007 - March 2009
Dynamic Funds June 2000 - January 2007
Skills
Investments, Wealth Management, Sales, Mutual Funds, Asset Managment, Portfolio Management, Strategic Financial..., Equities, Securities, Risk Management, Finance, Insurance, Retirement Planning, Alternative Investments, Asset Allocation, New Business Development, Business Planning, Fixed Income, Investment Advisory, Sales Management
Education
Canadian Securities Institute (CSI) 2008 — 2009
Université du Québec à Montréal 1996 — 2000
B.B.A., Business Administration