Advocis Company
Advocis List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advocis. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Advocis Employees
Employee
Years
Job
Industry
Heather Freed, CFP, CLU, CHS Heather Freed, CFP, CLU, CHS's Advocis Experience January 2008 - Present
Job Insurance & Employee Benefit Specialist
Industry Financial Services
Experience
Insure Your Freedom September 2001 - Present
CAWEE January 2009 - Present
Advocis January 2008 - Present
BNI 2006 - Present
BCX 2005 - Present
Na'amat Canada Toronto July 2010 - Present
Association of Independent Consultants (AIC) December 2010 - June 2015
Johns Scientfic 1989 - 1993
Canada Packers 1986 - 1989
Skills
Disability Insurance, Estate Planning, Employee Benefits, Investments, Critical Illness, Key Person Insurance, Group Retirement Plans, Financial Planning, Strategic Financial..., Life Insurance, Training, Networking, Financial Analysis, Small Business, Insurance, Retirement, Public Speaking, Finance, Financial Planners, Health Insurance, Financial Advisory, Budgets, Workshop Facilitation, Entrepreneurship, Residential Mortgages, Tax, Sales, Management, Pensions, Wealth, Mortgage Lending, Retirement Planning, Wealth Management, Succession Planning, Marketing, Long-term Care, Mutual Funds, Investment Advisory, Financial Services, Risk Management, Term Life Insurance, Portfolio Management, Business Planning, Nonprofits, Long Term Care Insurance, Project Planning, Strategy, Leadership, Business Networking, Time Management
Education
Advocis 2008 — 2009
RHU / CHS, Registered Health Underwriter / Certified Health Insurance Specialist
Advocis 2008 — 2009
CLU, Estate Planning
FPSC 2008 — 2009
CFP, Certified Financial Planner
McGill University 1972 — 1973
MSc, Genetics
McGill University 1968 — 1972
BSc, Science
Insure Your Freedom September 2001 - Present
CAWEE January 2009 - Present
Advocis January 2008 - Present
BNI 2006 - Present
BCX 2005 - Present
Na'amat Canada Toronto July 2010 - Present
Association of Independent Consultants (AIC) December 2010 - June 2015
Johns Scientfic 1989 - 1993
Canada Packers 1986 - 1989
Skills
Disability Insurance, Estate Planning, Employee Benefits, Investments, Critical Illness, Key Person Insurance, Group Retirement Plans, Financial Planning, Strategic Financial..., Life Insurance, Training, Networking, Financial Analysis, Small Business, Insurance, Retirement, Public Speaking, Finance, Financial Planners, Health Insurance, Financial Advisory, Budgets, Workshop Facilitation, Entrepreneurship, Residential Mortgages, Tax, Sales, Management, Pensions, Wealth, Mortgage Lending, Retirement Planning, Wealth Management, Succession Planning, Marketing, Long-term Care, Mutual Funds, Investment Advisory, Financial Services, Risk Management, Term Life Insurance, Portfolio Management, Business Planning, Nonprofits, Long Term Care Insurance, Project Planning, Strategy, Leadership, Business Networking, Time Management
Education
Advocis 2008 — 2009
RHU / CHS, Registered Health Underwriter / Certified Health Insurance Specialist
Advocis 2008 — 2009
CLU, Estate Planning
FPSC 2008 — 2009
CFP, Certified Financial Planner
McGill University 1972 — 1973
MSc, Genetics
McGill University 1968 — 1972
BSc, Science
Oriana Melo, MBA Oriana Melo, MBA's Advocis Experience April 2007 - April 2010
Job Brand and client strategy
Industry Insurance
Experience
RBC Insurance August 2011 - Present
Equitable Life September 2010 - August 2011
RBC Insurance 2011 - 2011
Seneca College of Applied Arts and Technology September 2010 - September 2010
Seneca College September 2010 - September 2010
Advocis April 2007 - April 2010
Advocis April 2007 - April 2010
melo & Associates 2010 - 2010
Seneca College 2005 May 2005 - April 2007
ALLEN WONG & ASSOCIATES 2004 April 2004 - February 2007
Skills
Qualitative Research, Mareting Research, Marketing Strategy, Account Management, Coaching, Market Planning, Customer Service, Marketing, Research, Sales, Strategic Planning, Insurance, Strategy, Leadership, Financial Services, Management, Training, Business Planning, Product Development, New Business Development, Analysis, Program Management, Sales Management, Project Planning, Investments, Segmentation, Business Strategy, Consulting, Risk Management, Finance, CRM, Team Leadership, Business Analysis, Business Development, Strategic Financial..., Team Building, Financial Planning, Wealth Management, Life Insurance, Disability Insurance, Retirement Planning
Education
University of Liverpool 2008 — 2011
MBA, Marketing
University of Liverpool 2008 — 2011
MBA program; Diploma, Marketing; Psychology
University of Toronto - Woodsworth College 1980 — 1984
Psychology
RBC Insurance August 2011 - Present
Equitable Life September 2010 - August 2011
RBC Insurance 2011 - 2011
Seneca College of Applied Arts and Technology September 2010 - September 2010
Seneca College September 2010 - September 2010
Advocis April 2007 - April 2010
Advocis April 2007 - April 2010
melo & Associates 2010 - 2010
Seneca College 2005 May 2005 - April 2007
ALLEN WONG & ASSOCIATES 2004 April 2004 - February 2007
Skills
Qualitative Research, Mareting Research, Marketing Strategy, Account Management, Coaching, Market Planning, Customer Service, Marketing, Research, Sales, Strategic Planning, Insurance, Strategy, Leadership, Financial Services, Management, Training, Business Planning, Product Development, New Business Development, Analysis, Program Management, Sales Management, Project Planning, Investments, Segmentation, Business Strategy, Consulting, Risk Management, Finance, CRM, Team Leadership, Business Analysis, Business Development, Strategic Financial..., Team Building, Financial Planning, Wealth Management, Life Insurance, Disability Insurance, Retirement Planning
Education
University of Liverpool 2008 — 2011
MBA, Marketing
University of Liverpool 2008 — 2011
MBA program; Diploma, Marketing; Psychology
University of Toronto - Woodsworth College 1980 — 1984
Psychology
Bernie The Career Unicorn Bernie The Career Unicorn's Advocis Experience January 2001 - August 2004
Job Career Advisor
Industry Higher Education
Experience
Singapore Airlines November 2009 - November 2011
Skidmore Owings & Merrill LLP (SOM) September 2004 - October 2009
Advocis January 2001 - August 2004
MPAC March 1997 - June 1999
Toronto District School Board September 1980 - April 1985
NASA January 1950 - August 1957
NASA May 1940 - June 1950
Ernst & Young January 1901 - January 1905
Skills
Networking, Social Networking, Management, Advise, Trusted Advisor, Engineering, Accounting, Architectural Design, Marketing Communications, Communication, Education, Higher Education, Surgery, Retail Sales, Aerospace Engineering, Chef, Nursing, Human Resources, Insurance, Hotel Management, Creative Direction, Oil/Gas, Political Science, Video Game Production, Web Development, Plumbing, Electrical Engineering
Education
Ryerson University 2000 — 2004
Bachelor of Journalism, Journalism
George Brown College 1995 — 1999
Graphic Design
Harvard University 1900 — 1904
Bachelor of Applied Science (B.A.Sc.), Military Applied Sciences
Singapore Airlines November 2009 - November 2011
Skidmore Owings & Merrill LLP (SOM) September 2004 - October 2009
Advocis January 2001 - August 2004
MPAC March 1997 - June 1999
Toronto District School Board September 1980 - April 1985
NASA January 1950 - August 1957
NASA May 1940 - June 1950
Ernst & Young January 1901 - January 1905
Skills
Networking, Social Networking, Management, Advise, Trusted Advisor, Engineering, Accounting, Architectural Design, Marketing Communications, Communication, Education, Higher Education, Surgery, Retail Sales, Aerospace Engineering, Chef, Nursing, Human Resources, Insurance, Hotel Management, Creative Direction, Oil/Gas, Political Science, Video Game Production, Web Development, Plumbing, Electrical Engineering
Education
Ryerson University 2000 — 2004
Bachelor of Journalism, Journalism
George Brown College 1995 — 1999
Graphic Design
Harvard University 1900 — 1904
Bachelor of Applied Science (B.A.Sc.), Military Applied Sciences
Jennifer Hendriks Jennifer Hendriks's Advocis Experience 2000 - 2007
Job Consultant at Bursting Silver
Industry Nonprofit Organization Management
Experience
Bursting Silver April 2013 - Present
imason inc. August 2010 - April 2013
(C) Systems, LLC March 2005 - June 2010
Advocis 2000 - 2007
Skills
Business Process, Community Building, Team Leadership, Community Engagement, Volunteer Recruiting, Business Analysis, Non-profits, CRM, Change Management, Culture Change, Consulting, Business Development, Nonprofits, Solution Architecture, Team Building, Management, SharePoint, Databases, iMIS, Software Documentation, Project Management
Education
McGill University 1994 — 1998
Arts, Political Science
Bursting Silver April 2013 - Present
imason inc. August 2010 - April 2013
(C) Systems, LLC March 2005 - June 2010
Advocis 2000 - 2007
Skills
Business Process, Community Building, Team Leadership, Community Engagement, Volunteer Recruiting, Business Analysis, Non-profits, CRM, Change Management, Culture Change, Consulting, Business Development, Nonprofits, Solution Architecture, Team Building, Management, SharePoint, Databases, iMIS, Software Documentation, Project Management
Education
McGill University 1994 — 1998
Arts, Political Science
Breanne Mounter Ramjee Breanne Mounter Ramjee's Advocis Experience December 2010 - June 2013
Job Senior Sales Consultant, Group Benefit Solutions at RBC Insurance
Industry Insurance
Experience
RBC Insurance February 2014 - Present
Black Artists' Networks Dialogue June 2012 - Present
yoursoloist.ca January 1988 - Present
Laurentian University 2004 - 2014
Best Doctors August 2012 - November 2013
Advocis December 2010 - June 2013
Freedom 55 Financial May 2010 - August 2012
Great-West Life January 2007 - April 2010
Shepell.fgi July 2005 - January 2007
Canadore College 2000 - 2002
Skills
Sales, Building Relationships, Coaching, Business Planning, Social Media, Insurance, Marketing Strategy, Public Relations, Strategic Planning, Public Speaking, Team Building, Sales Management, Employee Benefits Design, Team Leadership, Customer Service, CRM, Leadership, Marketing, Marketing Communications, Recruiting, Sales Process, Employee Benefits, Business Development, Fundraising, Advertising, Management, Change Management, Time Management, Editing, Networking, Teamwork, Social Networking, Newsletters, Nonprofits, Strategy, Event Management, Small Business, Budgets, Account Management, Social Media Marketing, Relationship Building
Education
Cambrian College 2004 — 2005
Diploma, Public Relations Post-Grad Diploma
Laurentian University/Université Laurentienne 2002 — 2005
BA (Hons.), Communication Studies
Canadore College 1998 — 1999
Post-Grad Diploma, Interactive Multimedia
Canadore College 1996 — 1998
Diploma, Broadcast Journalism
Lasalle Secondary School 1991 — 1996
OAC Diploma, English, Music
RBC Insurance February 2014 - Present
Black Artists' Networks Dialogue June 2012 - Present
yoursoloist.ca January 1988 - Present
Laurentian University 2004 - 2014
Best Doctors August 2012 - November 2013
Advocis December 2010 - June 2013
Freedom 55 Financial May 2010 - August 2012
Great-West Life January 2007 - April 2010
Shepell.fgi July 2005 - January 2007
Canadore College 2000 - 2002
Skills
Sales, Building Relationships, Coaching, Business Planning, Social Media, Insurance, Marketing Strategy, Public Relations, Strategic Planning, Public Speaking, Team Building, Sales Management, Employee Benefits Design, Team Leadership, Customer Service, CRM, Leadership, Marketing, Marketing Communications, Recruiting, Sales Process, Employee Benefits, Business Development, Fundraising, Advertising, Management, Change Management, Time Management, Editing, Networking, Teamwork, Social Networking, Newsletters, Nonprofits, Strategy, Event Management, Small Business, Budgets, Account Management, Social Media Marketing, Relationship Building
Education
Cambrian College 2004 — 2005
Diploma, Public Relations Post-Grad Diploma
Laurentian University/Université Laurentienne 2002 — 2005
BA (Hons.), Communication Studies
Canadore College 1998 — 1999
Post-Grad Diploma, Interactive Multimedia
Canadore College 1996 — 1998
Diploma, Broadcast Journalism
Lasalle Secondary School 1991 — 1996
OAC Diploma, English, Music
Nour el din Atta's Advocis Experience June 2013 - November 2013
Job Web Developer at Consultpro
Industry Computer Software
Experience
AutoPlanet Automotive Group October 2014 - March 2015
Consult-pro April 2014 - October 2014
Advocis June 2013 - November 2013
Centre for Education and Training February 2012 - October 2012
Multi-commerce December 2008 - December 2009
Skills
MySQL, JavaScript, AJAX, Web Development, CSS, jQuery, C#, Microsoft SQL Server, HTML, Databases, SQL, ADO.NET, Troubleshooting, C# 4.0, Programming, ASP.NET, Web Services, XHTML, XML, CMS, Visual Studio, Dreamweaver, Database Design, Oracle, Web Standards, LINQ, Photoshop, JSON, PHP
Education
Humber College 2010 — 2011
Post-grad, Web development
Misr International University 2001 — 2006
Bachelor, Computer science
AutoPlanet Automotive Group October 2014 - March 2015
Consult-pro April 2014 - October 2014
Advocis June 2013 - November 2013
Centre for Education and Training February 2012 - October 2012
Multi-commerce December 2008 - December 2009
Skills
MySQL, JavaScript, AJAX, Web Development, CSS, jQuery, C#, Microsoft SQL Server, HTML, Databases, SQL, ADO.NET, Troubleshooting, C# 4.0, Programming, ASP.NET, Web Services, XHTML, XML, CMS, Visual Studio, Dreamweaver, Database Design, Oracle, Web Standards, LINQ, Photoshop, JSON, PHP
Education
Humber College 2010 — 2011
Post-grad, Web development
Misr International University 2001 — 2006
Bachelor, Computer science
Peter Tzanetakis Peter Tzanetakis's Advocis Experience January 2011 - Present
Job Vice President, Government and Corporate Relations at Advocis
Industry Nonprofit Organization Management
Experience
Advocis January 2011 - Present
PwC Consulting September 2010 - January 2011
Advocis February 2005 - September 2010
Ernst & Young May 2000 - February 2005
Canadian Chamber of Commerce March 1998 - May 2000
Skills
Economics, Government, Insurance, Investments, Policy, Politics, Strategic Financial...
Education
Queen's University 1989 — 1991
MA, Economics
University of Western Ontario 1985 — 1989
BA (Hons.), Economics
Advocis January 2011 - Present
PwC Consulting September 2010 - January 2011
Advocis February 2005 - September 2010
Ernst & Young May 2000 - February 2005
Canadian Chamber of Commerce March 1998 - May 2000
Skills
Economics, Government, Insurance, Investments, Policy, Politics, Strategic Financial...
Education
Queen's University 1989 — 1991
MA, Economics
University of Western Ontario 1985 — 1989
BA (Hons.), Economics
Guy Dubois Guy Dubois's Advocis Experience June 2013 - 2015
Job Director of Sales at Manulife Bank of Canada
Industry Banking
Experience
Manulife Bank of Canada May 2015 - Present
Manulife Bank May 2011 - Present
Advocis June 2013 - 2015
Intertek Testing Services / BASF March 2010 - March 2011
Ciba September 2008 - January 2010
Ciba Specialty Chemicals January 2008 - September 2008
Ciba Specialty Chemicals August 2006 - January 2008
Ciba Specialty Chemicals July 2005 - August 2006
Ciba 1999 - 2005
Buckman June 1987 - June 1999
Skills
Manufacturing, Coatings, Plastics, Additives, Chemistry, Polymers, Market Development, Product Development, New Business Development, Key Account Management, Adhesives, Sales, Account Management, Training, Sales Operations, Cross-functional Team..., International Sales, Business Development, Sales Management, SAP, Strategy, Business Strategy, International Business, Business Planning, Management, Strategic Planning, Competitive Analysis, Leadership, Six Sigma, Process Improvement, Change Management, Product Management, Process Engineering, Team Building, Analysis, Forecasting, Continuous Improvement, Team Leadership, Business Process..., Risk Management
Education
McMaster University 1981 — 1986
Bachelor of Science, Chemistry
Manulife Bank of Canada May 2015 - Present
Manulife Bank May 2011 - Present
Advocis June 2013 - 2015
Intertek Testing Services / BASF March 2010 - March 2011
Ciba September 2008 - January 2010
Ciba Specialty Chemicals January 2008 - September 2008
Ciba Specialty Chemicals August 2006 - January 2008
Ciba Specialty Chemicals July 2005 - August 2006
Ciba 1999 - 2005
Buckman June 1987 - June 1999
Skills
Manufacturing, Coatings, Plastics, Additives, Chemistry, Polymers, Market Development, Product Development, New Business Development, Key Account Management, Adhesives, Sales, Account Management, Training, Sales Operations, Cross-functional Team..., International Sales, Business Development, Sales Management, SAP, Strategy, Business Strategy, International Business, Business Planning, Management, Strategic Planning, Competitive Analysis, Leadership, Six Sigma, Process Improvement, Change Management, Product Management, Process Engineering, Team Building, Analysis, Forecasting, Continuous Improvement, Team Leadership, Business Process..., Risk Management
Education
McMaster University 1981 — 1986
Bachelor of Science, Chemistry
Beverly Brooks Beverly Brooks's Advocis Experience 2002 - 2004
Job President, Brooks Communications
Industry Public Relations and Communications
Experience
Brooks Communications January 2013 - Present
National Public Relations November 2011 - December 2012
Kingsdale Shareholder Services December 2010 - November 2011
Hill & Knowlton September 2004 - December 2010
Investor Learning Center of Canada March 2002 - 2004
Advocis 2002 - 2004
Bell Mobility September 1995 - October 2000
Skills
Corporate Governance, Government, Economics, Equity Research, Public Relations, Mergers, Securities, Investor Relations, Government Relations, Private Sector, Policy, Research, Strategic Planning, Fundraising, Public Speaking, Marketing Strategy, Writing, Strategic Communications, Small Business, Business Strategy, Planning, Analysis, Non-profits, French, Media Relations, Corporate Communications, Issues Management, Politics, Event Management, Nonprofits, Public Affairs, Marketing, Management, Mergers & Acquisitions, Crisis Communications, Internal Communications, Equities, Finance
Education
University of Ottawa 1982 — 1986
MBA, International Finance
Carleton University 1975 — 1979
Master of Arts, Economics
Brooks Communications January 2013 - Present
National Public Relations November 2011 - December 2012
Kingsdale Shareholder Services December 2010 - November 2011
Hill & Knowlton September 2004 - December 2010
Investor Learning Center of Canada March 2002 - 2004
Advocis 2002 - 2004
Bell Mobility September 1995 - October 2000
Skills
Corporate Governance, Government, Economics, Equity Research, Public Relations, Mergers, Securities, Investor Relations, Government Relations, Private Sector, Policy, Research, Strategic Planning, Fundraising, Public Speaking, Marketing Strategy, Writing, Strategic Communications, Small Business, Business Strategy, Planning, Analysis, Non-profits, French, Media Relations, Corporate Communications, Issues Management, Politics, Event Management, Nonprofits, Public Affairs, Marketing, Management, Mergers & Acquisitions, Crisis Communications, Internal Communications, Equities, Finance
Education
University of Ottawa 1982 — 1986
MBA, International Finance
Carleton University 1975 — 1979
Master of Arts, Economics
Aliya Kassam Aliya Kassam's Advocis Experience May 2007 - August 2007
Job Student at Seneca
Industry Legal Services
Experience
Seneca College January 2015 - Present
Lakehead University December 2013 - 2014
George Brown College June 2013 - June 2013
George Brown College January 2013 - March 2013
Society of Graduate and Professional Students May 2011 - April 2012
Queen's University September 2010 - April 2012
Queen's University May 2009 - July 2010
Advocis May 2007 - August 2007
Advocis June 2006 - August 2006
Jeffrey Goldman Barrister at Law June 2005 - August 2005
Skills
Research, Excel, Microsoft Office, Outlook, Proofreading, Politics, Policy Writing, Proposal Writing, Presentation Preparation, Group Presentations, Sociology, Training Workshops, Social Justice, Transcription, Critical Thinking, Theory, Social Sciences, Equality, Data Entry, Workshop Facilitation, Qualitative Research, Volunteer Management, Social Media, Conflict Resolution, Anti-oppression, Administrative..., Office Administration, Coordination
Education
Seneca College of Applied Arts and Technology 2015 — 2015
Law Clerk, Law
Queen's University 2010 — 2014
Sociology, Master's
Queen's University 2005 — 2009
Undergraduate, Sociology
Herstmonceux, International Study Centre (Queen's University)
Sociology, Interdisciplinary
Marc Garneau
Seneca College January 2015 - Present
Lakehead University December 2013 - 2014
George Brown College June 2013 - June 2013
George Brown College January 2013 - March 2013
Society of Graduate and Professional Students May 2011 - April 2012
Queen's University September 2010 - April 2012
Queen's University May 2009 - July 2010
Advocis May 2007 - August 2007
Advocis June 2006 - August 2006
Jeffrey Goldman Barrister at Law June 2005 - August 2005
Skills
Research, Excel, Microsoft Office, Outlook, Proofreading, Politics, Policy Writing, Proposal Writing, Presentation Preparation, Group Presentations, Sociology, Training Workshops, Social Justice, Transcription, Critical Thinking, Theory, Social Sciences, Equality, Data Entry, Workshop Facilitation, Qualitative Research, Volunteer Management, Social Media, Conflict Resolution, Anti-oppression, Administrative..., Office Administration, Coordination
Education
Seneca College of Applied Arts and Technology 2015 — 2015
Law Clerk, Law
Queen's University 2010 — 2014
Sociology, Master's
Queen's University 2005 — 2009
Undergraduate, Sociology
Herstmonceux, International Study Centre (Queen's University)
Sociology, Interdisciplinary
Marc Garneau
Ron Ross Ron Ross's Advocis Experience 2004 - 2007
Job VP at Pathway Group
Industry Government Relations
Experience
Pathway Group August 2007 - Present
Advocis 2004 - 2007
Ministry of Municipal Affairs and Housing & Ministry of the Attorney General 2001 - 2004
Skills
Public Relations, Public Affairs, Public Policy, Corporate Communications, International Relations, Media Relations, Politics, Management, Political Science, Policy, Government, Policy Analysis, Strategic Communications, Political Campaigns, Stakeholder Management, Speech Writing, Public Speaking, Strategy
Education
Cambrian College
Public Relations, Communications
Laurentian University/Université Laurentienne
Political Science
Pathway Group August 2007 - Present
Advocis 2004 - 2007
Ministry of Municipal Affairs and Housing & Ministry of the Attorney General 2001 - 2004
Skills
Public Relations, Public Affairs, Public Policy, Corporate Communications, International Relations, Media Relations, Politics, Management, Political Science, Policy, Government, Policy Analysis, Strategic Communications, Political Campaigns, Stakeholder Management, Speech Writing, Public Speaking, Strategy
Education
Cambrian College
Public Relations, Communications
Laurentian University/Université Laurentienne
Political Science
Paul Hauk Paul Hauk's Advocis Experience 1995 - 2010
Job Partner at APRI INSURANCE SERVICES (ALBERTA) INC.
Industry Insurance
Experience
APRI INSURANCE SERVICES (ALBERTA) INC. February 2013 - Present
BeneCo Inc. 2005 - Present
The Benefit Specialists Corp. May 1999 - Present
LegalShield May 2011 - Present
Advocis 1995 - 2010
Advocis Banff School 2000 - 2008
Mutual Life of Canada 1997 - 1999
Great-West Life and Annuity Insurance Company 1995 - 1997
Skills
Group Benefits, Employee Benefits, Small Business, Risk Management, Insurance, Passion for helping..., Passion for Helping..., Long-term Care, Disability Insurance, Health Insurance, Critical Illness, Customer Service, Leadership, Entrepreneurship, Sales, Financial Services, Business Planning, CRM, Strategy
Education
University of Regina 1988 — 1992
Bachelor of Administration, Marketing, Accounting
Martin Collegiate High School 1984 — 1988
APRI INSURANCE SERVICES (ALBERTA) INC. February 2013 - Present
BeneCo Inc. 2005 - Present
The Benefit Specialists Corp. May 1999 - Present
LegalShield May 2011 - Present
Advocis 1995 - 2010
Advocis Banff School 2000 - 2008
Mutual Life of Canada 1997 - 1999
Great-West Life and Annuity Insurance Company 1995 - 1997
Skills
Group Benefits, Employee Benefits, Small Business, Risk Management, Insurance, Passion for helping..., Passion for Helping..., Long-term Care, Disability Insurance, Health Insurance, Critical Illness, Customer Service, Leadership, Entrepreneurship, Sales, Financial Services, Business Planning, CRM, Strategy
Education
University of Regina 1988 — 1992
Bachelor of Administration, Marketing, Accounting
Martin Collegiate High School 1984 — 1988
Todd Cordery Todd Cordery's Advocis Experience October 2011 - March 2013
Job Instructional Designer at Royal Bank of Canada
Industry E-Learning
Experience
Royal Bank of Canada March 2013 - Present
Advocis October 2011 - March 2013
ADP Canada April 2010 - October 2011
Manulife Financial February 2009 - October 2010
John Hancock - US Division of ManuLife March 2005 - January 2009
Entruphema Inc. September 2003 - March 2005
Rydium Media 2005 - 2005
GT Group Telecom 2001 - 2003
"Self Employed" 2000 - 2001
Epiculture Inc. 1999 - 2000
Skills
Instructional Design, Curriculum Design, Technical Writing, E-Learning, ADDIE, Multimedia, Content Management, Instructor-led Training, Captivate, Technical Training, Needs Analysis, Blended Learning
Education
Concordia University 1993 — 1996
BA, Journalism
McGill University 1991 — 1993
English Literature
Dawson College 1989 — 1991
Honors DEC, Liberal Arts
Royal Bank of Canada March 2013 - Present
Advocis October 2011 - March 2013
ADP Canada April 2010 - October 2011
Manulife Financial February 2009 - October 2010
John Hancock - US Division of ManuLife March 2005 - January 2009
Entruphema Inc. September 2003 - March 2005
Rydium Media 2005 - 2005
GT Group Telecom 2001 - 2003
"Self Employed" 2000 - 2001
Epiculture Inc. 1999 - 2000
Skills
Instructional Design, Curriculum Design, Technical Writing, E-Learning, ADDIE, Multimedia, Content Management, Instructor-led Training, Captivate, Technical Training, Needs Analysis, Blended Learning
Education
Concordia University 1993 — 1996
BA, Journalism
McGill University 1991 — 1993
English Literature
Dawson College 1989 — 1991
Honors DEC, Liberal Arts
Melanie Minos's Advocis Experience June 2001 - June 2004
Job Manager, Public Education Communication at Canadian Bankers Association
Industry Banking
Experience
Canadian Bankers Association September 2009 - Present
Investor Education Council October 2009 - Present
Canadian Bankers Association June 2004 - September 2009
IABC Toronto September 2003 - June 2005
Advocis June 2001 - June 2004
Canadian Association of Insurance and Financial Advisors (CAIFA) September 2000 - June 2001
Canadian Association of Insurance and Financial Advisors (CAIFA) November 1998 - September 2000
Canadian Institute of CLUs and CH.F.C.s November 1997 - November 1998
Life Underwriters Association of Canada (LUAC) September 1995 - November 1997
Skills
Public Relations, Media Relations, Media Lists, Strategic Communications, Corporate Communications, Press Releases, Issues Management, Media Monitoring, Writing, Message Development, Newsletters
Education
Ryerson University
Public Relations
Canadian Bankers Association September 2009 - Present
Investor Education Council October 2009 - Present
Canadian Bankers Association June 2004 - September 2009
IABC Toronto September 2003 - June 2005
Advocis June 2001 - June 2004
Canadian Association of Insurance and Financial Advisors (CAIFA) September 2000 - June 2001
Canadian Association of Insurance and Financial Advisors (CAIFA) November 1998 - September 2000
Canadian Institute of CLUs and CH.F.C.s November 1997 - November 1998
Life Underwriters Association of Canada (LUAC) September 1995 - November 1997
Skills
Public Relations, Media Relations, Media Lists, Strategic Communications, Corporate Communications, Press Releases, Issues Management, Media Monitoring, Writing, Message Development, Newsletters
Education
Ryerson University
Public Relations
Brandon Eyre Brandon Eyre's Advocis Experience July 2014 - Present
Job Providing a clear understanding for a client's financial goals and dreams
Industry Financial Services
Experience
Quadrus Investment Services Ltd. July 2014 - Present
Freedom 55 Financial July 2014 - Present
Advocis July 2014 - Present
Skills
Strategic Financial..., Financial Services, Financial Risk, Life Insurance, Property & Casualty..., Disability Insurance, Mutual Funds, Segregated Funds, Customer Service, Investments, Estate Planning, Tax Evasion, Marketing, Sales, Sales Presentations, People Skills, Social Media Marketing, Merchandising, Fashion, Visual Merchandising, Retail, Social Networking, Microsoft Word, Microsoft Office, Teamwork, Financial Planning, Microsoft Excel, PowerPoint, Social Media
Education
Mohawk College 2012 — 2014
Diploma, Marketing
Brantford Collegiate Institute
Quadrus Investment Services Ltd. July 2014 - Present
Freedom 55 Financial July 2014 - Present
Advocis July 2014 - Present
Skills
Strategic Financial..., Financial Services, Financial Risk, Life Insurance, Property & Casualty..., Disability Insurance, Mutual Funds, Segregated Funds, Customer Service, Investments, Estate Planning, Tax Evasion, Marketing, Sales, Sales Presentations, People Skills, Social Media Marketing, Merchandising, Fashion, Visual Merchandising, Retail, Social Networking, Microsoft Word, Microsoft Office, Teamwork, Financial Planning, Microsoft Excel, PowerPoint, Social Media
Education
Mohawk College 2012 — 2014
Diploma, Marketing
Brantford Collegiate Institute
Jody Bullen's Advocis Experience June 2001 - January 2007
Job Sales & Marketing Executive seeking new opportunities.
Industry Marketing and Advertising
Experience
York Region District School Board January 2015 - Present
DALBAR, INC. January 2007 - January 2013
Advocis June 2001 - January 2007
The Barnes Association February 2000 - May 2001
Mansfield Communications March 1999 - January 2000
The Bullen Capital Group January 1998 - February 1999
TD Green Line Investment Challenge July 1996 - 1998
Skills
Financial Services, Market Research, Marketing, Management, Business Development, Business Strategy, Competitive Analysis, Marketing Strategy, Analysis, Marketing Communications, Leadership, Corporate Communications, Strategic Planning, Public Relations
Education
University of Toronto 2005 — 2005
Essentials of Chinese-Mandarin Course
Seneca College of Applied Arts and Technology 1997 — 1997
Corporate Communications Post University Diploma, Public Relations, Investor Relations, Graduated with Honours
Laurentian University/Université Laurentienne 1992 — 1996
Bachelor's Degree, English Language and Literature, General
University Canadienne En France 1994 — 1995
BA, English Language and Literature, General
York Region District School Board January 2015 - Present
DALBAR, INC. January 2007 - January 2013
Advocis June 2001 - January 2007
The Barnes Association February 2000 - May 2001
Mansfield Communications March 1999 - January 2000
The Bullen Capital Group January 1998 - February 1999
TD Green Line Investment Challenge July 1996 - 1998
Skills
Financial Services, Market Research, Marketing, Management, Business Development, Business Strategy, Competitive Analysis, Marketing Strategy, Analysis, Marketing Communications, Leadership, Corporate Communications, Strategic Planning, Public Relations
Education
University of Toronto 2005 — 2005
Essentials of Chinese-Mandarin Course
Seneca College of Applied Arts and Technology 1997 — 1997
Corporate Communications Post University Diploma, Public Relations, Investor Relations, Graduated with Honours
Laurentian University/Université Laurentienne 1992 — 1996
Bachelor's Degree, English Language and Literature, General
University Canadienne En France 1994 — 1995
BA, English Language and Literature, General
Ed Skwarek Ed Skwarek's Advocis Experience 2010 - Present
Job Vice President, Regulatory and Public Affairs at Advocis
Industry Nonprofit Organization Management
Experience
Advocis 2010 - Present
Advocis 2008 - 2010
British Columbia Securities Commission 2005 - 2006
Skills
Corporate Governance, Securities, Securities Regulation, Privacy Law, Investments, Insurance, Risk Management, Mutual Funds, Litigation, Strategic Financial..., Financial Planners, Wealth Management, Corporate Law, Financial Services, Public Speaking, Financial Regulation, Non-profits, Asset Managment, Nonprofits, Policy, Government, Strategy
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
LL.M., Corporate and Securities Law
University of Windsor 1994 — 1997
LL.B., Law
Advocis 2010 - Present
Advocis 2008 - 2010
British Columbia Securities Commission 2005 - 2006
Skills
Corporate Governance, Securities, Securities Regulation, Privacy Law, Investments, Insurance, Risk Management, Mutual Funds, Litigation, Strategic Financial..., Financial Planners, Wealth Management, Corporate Law, Financial Services, Public Speaking, Financial Regulation, Non-profits, Asset Managment, Nonprofits, Policy, Government, Strategy
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
LL.M., Corporate and Securities Law
University of Windsor 1994 — 1997
LL.B., Law
Jamie Golombek Jamie Golombek's Advocis Experience 1998 - Present
Job Managing Director, Tax & Estate Planning at CIBC
Industry Banking
Experience
CIBC July 2008 - Present
National Post, Inc. 2002 - Present
Advocis 1998 - Present
Schulich School of Business 2002 - 2013
UJA Federation of Greater Toronto 2008 - 2010
Invesco Trimark 1996 - 2008
Deloitte 1994 - 1996
PwC Canada 1992 - 1994
Maclean Hunter 1989 - 1990
Skills
Investments, Financial Planning, Public Speaking, Budgeting, Strategic Planning, Strategic Financial...
Education
McGill University 1988 — 1992
B. Comm, Finance, Accounting
CIBC July 2008 - Present
National Post, Inc. 2002 - Present
Advocis 1998 - Present
Schulich School of Business 2002 - 2013
UJA Federation of Greater Toronto 2008 - 2010
Invesco Trimark 1996 - 2008
Deloitte 1994 - 1996
PwC Canada 1992 - 1994
Maclean Hunter 1989 - 1990
Skills
Investments, Financial Planning, Public Speaking, Budgeting, Strategic Planning, Strategic Financial...
Education
McGill University 1988 — 1992
B. Comm, Finance, Accounting
Julian Wise's Advocis Experience 1976 - Present
Job Founder, WiseMouth™ Media Incorporated; President, Wise Advisory Group Inc.
Industry Publishing
Experience
WiseMouth™ Media Incorporated 2013 - Present
Wise Advisory Group Inc. 2005 - Present
Advocis 1976 - Present
Conference for Advanced Life Underwriting - CALU 1980 - Present
Wise Riddell Financial Group 1982 - 2005
Wise Hutton MacDonald 1976 - 1982
Skills
Financial Advisory, Wealth Management, Strategic Financial..., Insurance, Publishing, Public Speaking, Creative Writing, Estate Planning, Investments, Retirement, Financial Planners, Wealth, Retirement Planning, Personal Finance, Personal Financial..., Wealth Accumulation, Small Business, Investment Strategies, Succession Planning, Life Insurance, Investment Advisory, Financial Services, Speech Writing
Education
Emerson College 1967 — 1970
Bachelor of Arts (BA), Mass Communications
Lower Canada College 1965 — 1965
Bishop's College School 1960 — 1964
Lower Canada College 1953 — 1960
WiseMouth™ Media Incorporated 2013 - Present
Wise Advisory Group Inc. 2005 - Present
Advocis 1976 - Present
Conference for Advanced Life Underwriting - CALU 1980 - Present
Wise Riddell Financial Group 1982 - 2005
Wise Hutton MacDonald 1976 - 1982
Skills
Financial Advisory, Wealth Management, Strategic Financial..., Insurance, Publishing, Public Speaking, Creative Writing, Estate Planning, Investments, Retirement, Financial Planners, Wealth, Retirement Planning, Personal Finance, Personal Financial..., Wealth Accumulation, Small Business, Investment Strategies, Succession Planning, Life Insurance, Investment Advisory, Financial Services, Speech Writing
Education
Emerson College 1967 — 1970
Bachelor of Arts (BA), Mass Communications
Lower Canada College 1965 — 1965
Bishop's College School 1960 — 1964
Lower Canada College 1953 — 1960
Chris Renzella Chris Renzella's Advocis Experience July 2014 - January 2015
Job Helping you achieve your goals
Industry Insurance
Experience
Desjardins February 2015 - Present
Freedom 55 Financial July 2014 - January 2015
Quadrus Investment Services Ltd. July 2014 - January 2015
Advocis July 2014 - January 2015
CIBC January 2012 - June 2014
RBC November 2007 - December 2011
RBC 2006 - 2008
RBC 2006 - 2008
Skills
Credit, Analysis, Banking, Business Analysis, Customer Service, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Relationship Management, Retail Banking, Risk Management, Wealth Management, Financial Advisory, Financial Services
Education
Niagara College 2002 — 2004
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Desjardins February 2015 - Present
Freedom 55 Financial July 2014 - January 2015
Quadrus Investment Services Ltd. July 2014 - January 2015
Advocis July 2014 - January 2015
CIBC January 2012 - June 2014
RBC November 2007 - December 2011
RBC 2006 - 2008
RBC 2006 - 2008
Skills
Credit, Analysis, Banking, Business Analysis, Customer Service, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Relationship Management, Retail Banking, Risk Management, Wealth Management, Financial Advisory, Financial Services
Education
Niagara College 2002 — 2004
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Brett McDermott Brett McDermott's Advocis Experience 2007 - 2010
Job Communications Advisor, Fisherbill Marketing
Industry Public Relations and Communications
Experience
independent communications and public affairs consultant 2013 - Present
Toronto Standard Condominium Corporation #1531 2013 - Present
FISHERBILL MARKETING June 2014 - August 2015
House of Commons, Conservative Resource Group 2010 - 2012
Advocis 2007 - 2010
Ontario Society of Professional Engineers 2005 - 2007
Wilfrid Laurier University 2001 - 2002
Skills
Strategic Communications, Media Relations, Corporate Communications, Speech Writing, Editing, Leadership, Newsletters, Press Releases, Public Relations, Strategy, Public Affairs, Communications Planning, Public Speaking, Internal Communications, Nonprofits, Policy
Education
McMaster University
Master of Communications Management, Public Relations
Humber College 2004 — 2004
post-graduate certificate, public relations
Wilfrid Laurier University 2001 — 2003
MA, political science
Western University - Huron University College 1997 — 2001
BA, political science, history
independent communications and public affairs consultant 2013 - Present
Toronto Standard Condominium Corporation #1531 2013 - Present
FISHERBILL MARKETING June 2014 - August 2015
House of Commons, Conservative Resource Group 2010 - 2012
Advocis 2007 - 2010
Ontario Society of Professional Engineers 2005 - 2007
Wilfrid Laurier University 2001 - 2002
Skills
Strategic Communications, Media Relations, Corporate Communications, Speech Writing, Editing, Leadership, Newsletters, Press Releases, Public Relations, Strategy, Public Affairs, Communications Planning, Public Speaking, Internal Communications, Nonprofits, Policy
Education
McMaster University
Master of Communications Management, Public Relations
Humber College 2004 — 2004
post-graduate certificate, public relations
Wilfrid Laurier University 2001 — 2003
MA, political science
Western University - Huron University College 1997 — 2001
BA, political science, history
Victoria Caruso Victoria Caruso's Advocis Experience February 2015 - Present
Job Marketing Communications Associate at Advocis
Industry Public Relations and Communications
Experience
Advocis February 2015 - Present
LAWPRO (Lawyers' Professional Indemnity Company) February 2012 - February 2015
ABC Life Literacy Canada September 2011 - January 2012
ABC Life Literacy Canada May 2011 - July 2011
Bereskin & Parr September 2009 - June 2010
Ollip P.C. September 2008 - July 2009
Canada Revenue Agency June 2007 - June 2008
Carleton University September 2006 - April 2007
Skills
Social Media, Communications Planning, Public Relations, Strategic Communications, Media Relations, Event Planning, Internal Communications, Marketing Communications, Facebook, Fundraising, Research, Corporate Communications, Crisis Communications, Press Releases, Community Outreach, Speech Writing, Editing, Copy Editing, Publicity
Education
Humber College 2010 — 2011
Public Relations Post Graudate Certificate Program
Carleton University 2004 — 2008
B.A. Law
Advocis February 2015 - Present
LAWPRO (Lawyers' Professional Indemnity Company) February 2012 - February 2015
ABC Life Literacy Canada September 2011 - January 2012
ABC Life Literacy Canada May 2011 - July 2011
Bereskin & Parr September 2009 - June 2010
Ollip P.C. September 2008 - July 2009
Canada Revenue Agency June 2007 - June 2008
Carleton University September 2006 - April 2007
Skills
Social Media, Communications Planning, Public Relations, Strategic Communications, Media Relations, Event Planning, Internal Communications, Marketing Communications, Facebook, Fundraising, Research, Corporate Communications, Crisis Communications, Press Releases, Community Outreach, Speech Writing, Editing, Copy Editing, Publicity
Education
Humber College 2010 — 2011
Public Relations Post Graudate Certificate Program
Carleton University 2004 — 2008
B.A. Law
Corry Collins CLU CHFC CHS's Advocis Experience 1986 - Present
Job Partner, Maritime Wealth.
Industry Insurance
Experience
Maritime Wealth Management January 2012 - Present
Maritime Wealth Management January 2012 - Present
Maritime Wealth Management January 2004 - Present
Living Benefits Atlantic Ltd. 2004 - Present
MDRT member 2001 - Present
Advocis 1986 - Present
London Life 1986 - Present
Maritime Wealth Management 2012 - 2014
MDRT 2001 - 2013
Skills
Financial Planning, Keynote Speaking, Emcee, Disability Insurance, Critical Illness..., Strategic Financial..., Critical Illness, Employee Benefits, Retirement Planning, Insurance, Estate Planning, Pensions, Retirement, Wealth, Wealth Management, Financial Planners, Income Protection, Fixed Annuities, Financial Advisory, Life Insurance, Finance, Long-term Care, Mutual Funds, Term Life Insurance, Wealth Accumulation
Education
Saint Mary's University 1980 — 1983
CLU, CHFC, RHU
Clayton Park Jr High 1974 — 1976
Halifax West
Maritime Wealth Management January 2012 - Present
Maritime Wealth Management January 2012 - Present
Maritime Wealth Management January 2004 - Present
Living Benefits Atlantic Ltd. 2004 - Present
MDRT member 2001 - Present
Advocis 1986 - Present
London Life 1986 - Present
Maritime Wealth Management 2012 - 2014
MDRT 2001 - 2013
Skills
Financial Planning, Keynote Speaking, Emcee, Disability Insurance, Critical Illness..., Strategic Financial..., Critical Illness, Employee Benefits, Retirement Planning, Insurance, Estate Planning, Pensions, Retirement, Wealth, Wealth Management, Financial Planners, Income Protection, Fixed Annuities, Financial Advisory, Life Insurance, Finance, Long-term Care, Mutual Funds, Term Life Insurance, Wealth Accumulation
Education
Saint Mary's University 1980 — 1983
CLU, CHFC, RHU
Clayton Park Jr High 1974 — 1976
Halifax West
Gordon Graham, ICD.D Gordon Graham, ICD.D's Advocis Experience 2006 - 2008
Job at Auto Sector Retiree Health Care Trust
Industry Investment Management
Experience
Auto Sector Retirees Health Care Trust November 2010 - Present
Hospice Toronto October 2008 - June 2011
Chartwell Kent Professional Services Inc October 2009 - November 2010
AccertaClaim Servicorp Inc. June 2001 - September 2009
AccertaClaim Servicorp 2001 - 2009
Advocis 2006 - 2008
e-route inc 1999 - 2001
Canadian Life and Health Insurance Association 1995 - 1999
Canadian Life and Health Insurance Association 1991 - 1995
Ontario Ministry of Finance 1990 - 1991
Skills
Strategic Planning, Business Development, Leadership, Sales, Employee Benefits, Insurance, Marketing, Risk Management, Strategy, Start-ups, Management
Education
Rotman Directors Education Program 2014 — 2015
Queen's University 1982 — 1984
MBA, Strategy, Finance and Marketing
Bar Admissions Program
Bar Admissions Program
CFA Society Toronto
DEP
DEP
DEP
Queen's University
BA (HON), History Politics
University of Toronto - Rotman School of Management
University of Windsor
LLB, Corporate and Administrative
Auto Sector Retirees Health Care Trust November 2010 - Present
Hospice Toronto October 2008 - June 2011
Chartwell Kent Professional Services Inc October 2009 - November 2010
AccertaClaim Servicorp Inc. June 2001 - September 2009
AccertaClaim Servicorp 2001 - 2009
Advocis 2006 - 2008
e-route inc 1999 - 2001
Canadian Life and Health Insurance Association 1995 - 1999
Canadian Life and Health Insurance Association 1991 - 1995
Ontario Ministry of Finance 1990 - 1991
Skills
Strategic Planning, Business Development, Leadership, Sales, Employee Benefits, Insurance, Marketing, Risk Management, Strategy, Start-ups, Management
Education
Rotman Directors Education Program 2014 — 2015
Queen's University 1982 — 1984
MBA, Strategy, Finance and Marketing
Bar Admissions Program
Bar Admissions Program
CFA Society Toronto
DEP
DEP
DEP
Queen's University
BA (HON), History Politics
University of Toronto - Rotman School of Management
University of Windsor
LLB, Corporate and Administrative
Peter Snowling, CLU, CH.F.C. Peter Snowling, CLU, CH.F.C.'s Advocis Experience 2010 - 2010
Job Branch Manager at Investia Financial Services Inc.
Industry Financial Services
Experience
Investia Services Financiers Inc. / Investia Financial Services Inc. June 2013 - Present
Investia Services Financiers Inc. / Investia Financial Services Inc. 2007 - Present
Advocis 2010 - 2010
Sterling Mutuals Inc. 2000 - 2007
Valenti Financial Services Inc. 1995 - 2000
Great-West Life 1992 - 1995
Prudential Assurance 1989 - 1992
Tillcan Financial Corporation 1987 - 1989
Skills
Investments, Mutual Funds, Retirement Planning, Retirement, Life Insurance, Finance, Strategic Financial..., Insurance, Small Business, Employee Benefits, Wealth Management, Financial Planning, Portfolio Management
Education
Algonquin College of Applied Arts and Technology 1984 — 1986
3 Yr. Business Admin., Finance
Investia Services Financiers Inc. / Investia Financial Services Inc. June 2013 - Present
Investia Services Financiers Inc. / Investia Financial Services Inc. 2007 - Present
Advocis 2010 - 2010
Sterling Mutuals Inc. 2000 - 2007
Valenti Financial Services Inc. 1995 - 2000
Great-West Life 1992 - 1995
Prudential Assurance 1989 - 1992
Tillcan Financial Corporation 1987 - 1989
Skills
Investments, Mutual Funds, Retirement Planning, Retirement, Life Insurance, Finance, Strategic Financial..., Insurance, Small Business, Employee Benefits, Wealth Management, Financial Planning, Portfolio Management
Education
Algonquin College of Applied Arts and Technology 1984 — 1986
3 Yr. Business Admin., Finance
Ashley Siewert Ashley Siewert's Advocis Experience September 2009 - Present
Job Treasurer at Advocis Calgary Chapter
Industry Financial Services
Experience
Advocis September 2009 - Present
Sun Life Financial August 2002 - Present
Skills
Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Investments, Retirement, Financial Advisory, Disability Insurance, Insurance, Critical Illness
Education
The University of Lethbridge 1999 — 2002
B. Mgt, Finance
Advocis September 2009 - Present
Sun Life Financial August 2002 - Present
Skills
Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Investments, Retirement, Financial Advisory, Disability Insurance, Insurance, Critical Illness
Education
The University of Lethbridge 1999 — 2002
B. Mgt, Finance
Debra Schreiber CLU Debra Schreiber CLU's Advocis Experience August 2006 - December 2010
Job Equitable Life of Canada
Industry Financial Services
Experience
Equitable Life December 2010 - Present
Advocis Peel Halton November 2012 - Present
Burlington Downtown Business Association 2004 - 2013
Advocis August 2006 - December 2010
Investors Group July 2003 - August 2006
Stone Funds 1998 - 2000
Compugen Systems 1996 - 1999
Junior Board of Trade 1987 - 1997
Guardian Group of Funds 1992 - 1995
Skills
Retirement Planning, Critical Illness, Written & Oral..., Sales Presentations, life and health..., Strategic Financial..., Volunteer Management, Board of Director..., New Business Development, Board of Directors, Retirement, Mutual Funds, Business Development, Wealth, Asset Management, Financial Planners, Marketing, Financial Advisory, Fixed Annuities, Mortgage Lending, Wealth Accumulation, Employee Benefits, Financial Planning, Corporate Communications, Disability Insurance, Insurance, Estate Planning, Investments, Portfolio Management, Whole Life, Wealth Management, Life Insurance, Investment Advisory, Wealth Management..., Long Term Care Insurance, Term Life Insurance, Income Protection, Health Insurance, Personal Finance, Retirement Savings, Pensions, Financial Services, Long-term Care, Savings, Risk Management, Investment Strategies
Education
Advocis 2014 — 2014
CLU, Financial and Estate Planning
Trent University 1975 — 1978
BA, Pschology
Equitable Life December 2010 - Present
Advocis Peel Halton November 2012 - Present
Burlington Downtown Business Association 2004 - 2013
Advocis August 2006 - December 2010
Investors Group July 2003 - August 2006
Stone Funds 1998 - 2000
Compugen Systems 1996 - 1999
Junior Board of Trade 1987 - 1997
Guardian Group of Funds 1992 - 1995
Skills
Retirement Planning, Critical Illness, Written & Oral..., Sales Presentations, life and health..., Strategic Financial..., Volunteer Management, Board of Director..., New Business Development, Board of Directors, Retirement, Mutual Funds, Business Development, Wealth, Asset Management, Financial Planners, Marketing, Financial Advisory, Fixed Annuities, Mortgage Lending, Wealth Accumulation, Employee Benefits, Financial Planning, Corporate Communications, Disability Insurance, Insurance, Estate Planning, Investments, Portfolio Management, Whole Life, Wealth Management, Life Insurance, Investment Advisory, Wealth Management..., Long Term Care Insurance, Term Life Insurance, Income Protection, Health Insurance, Personal Finance, Retirement Savings, Pensions, Financial Services, Long-term Care, Savings, Risk Management, Investment Strategies
Education
Advocis 2014 — 2014
CLU, Financial and Estate Planning
Trent University 1975 — 1978
BA, Pschology
Francis Li Francis Li's Advocis Experience 2012 - 2014
Job Email Campaign Specialist at Rapp/DDB Canada
Industry Internet
Experience
Track DDB June 2015 - July 2015
Advocis 2012 - 2014
NEI Investments October 2010 - June 2012
Random House of Canada Limited March 2009 - October 2009
BMO Learning Institute September 2008 - January 2009
BMO Capital Markets September 2007 - January 2008
Schneider Electric May 2006 - April 2007
Lafarge October 2004 - December 2005
Skills
Email Marketing, Digital Marketing, Web Analytics, Google Analytics, Web Content Management, Adobe Creative Suite, Microsoft Office, SharePoint, HTML, CSS, Google Adwords, SEO, jQuery, Windows 7, Mac OS X, Online Research, Social Media, Asset Managment, Investments, Web 2.0
Education
Ryerson University 2000 — 2003
Bacholor of Commerce, Information Technology Management
Centennial College 1996 — 2000
Computer Programmer/Analyst
Track DDB June 2015 - July 2015
Advocis 2012 - 2014
NEI Investments October 2010 - June 2012
Random House of Canada Limited March 2009 - October 2009
BMO Learning Institute September 2008 - January 2009
BMO Capital Markets September 2007 - January 2008
Schneider Electric May 2006 - April 2007
Lafarge October 2004 - December 2005
Skills
Email Marketing, Digital Marketing, Web Analytics, Google Analytics, Web Content Management, Adobe Creative Suite, Microsoft Office, SharePoint, HTML, CSS, Google Adwords, SEO, jQuery, Windows 7, Mac OS X, Online Research, Social Media, Asset Managment, Investments, Web 2.0
Education
Ryerson University 2000 — 2003
Bacholor of Commerce, Information Technology Management
Centennial College 1996 — 2000
Computer Programmer/Analyst
Beverley Nagel's Advocis Experience January 2003 - September 2012
Job Web Communications Manager at Advocis
Industry Internet
Experience
Advocis January 2003 - September 2012
Skills
Web Content Management, Web Design, Strategic Communications, Adobe Creative Suite, Web Analytics, SEO, Dreamweaver
Education
University of KwaZulu-Natal 1965 — 1967
Advocis January 2003 - September 2012
Skills
Web Content Management, Web Design, Strategic Communications, Adobe Creative Suite, Web Analytics, SEO, Dreamweaver
Education
University of KwaZulu-Natal 1965 — 1967
Robert F(Bob) Healy's Advocis Experience January 1990 - September 2008
Job Experienced Financial Adviser to Successful Business
Industry Insurance
Experience
Healy Financial Planning January 1986 - Present
Healy Financial Planning January 1982 - Present
Nautel Capital Corportation Inc October 2011 - November 2013
Nautel Limited 2011 - 2012
London Life WEPG 1970 - 2010
Freedom 55 Financial 1970 - 2010
Advocis January 1990 - September 2008
Skills
Succession Planning, Employee Benefits, Pensions, Retirement Planning, Wealth Management, Financial Planning, Group Benefits, Insurance Planning, Critical Illness, Disability Insurance, Retirement, Term Life Insurance, Long Term Care, Insurance, Annuities, Estate Planning, Financial Planners, Strategic Financial..., Savings, Small Business, Long-term Care, Asset Management, Life Insurance, Wealth, Financial Risk, Risk Management, Fixed Annuities, Investment Advisory, Financial Advisory, Mutual Funds
Education
CALU 1973 — 1976
CLU, ChFC, Insurance
Acadia University 1967 — 1970
B Comm, Business mgmt, finance
Concordia University 1965 — 1967
Diploma, Retailing
Healy Financial Planning January 1986 - Present
Healy Financial Planning January 1982 - Present
Nautel Capital Corportation Inc October 2011 - November 2013
Nautel Limited 2011 - 2012
London Life WEPG 1970 - 2010
Freedom 55 Financial 1970 - 2010
Advocis January 1990 - September 2008
Skills
Succession Planning, Employee Benefits, Pensions, Retirement Planning, Wealth Management, Financial Planning, Group Benefits, Insurance Planning, Critical Illness, Disability Insurance, Retirement, Term Life Insurance, Long Term Care, Insurance, Annuities, Estate Planning, Financial Planners, Strategic Financial..., Savings, Small Business, Long-term Care, Asset Management, Life Insurance, Wealth, Financial Risk, Risk Management, Fixed Annuities, Investment Advisory, Financial Advisory, Mutual Funds
Education
CALU 1973 — 1976
CLU, ChFC, Insurance
Acadia University 1967 — 1970
B Comm, Business mgmt, finance
Concordia University 1965 — 1967
Diploma, Retailing
Anju Chauhan's Advocis Experience July 2005 - May 2006
Job Project Consultant, Client Solutions Group at State Street
Industry Banking
Experience
State Street June 2015 - Present
State Street January 2014 - Present
State Street July 2010 - December 2013
State Street July 2008 - July 2010
State Street July 2006 - July 2008
Advocis July 2005 - May 2006
University of Guelph September 2002 - April 2003
Skills
Economics, Valuation, Analysis, Risk Management, Finance, Management, Research, Customer Service, Marketing, Time Management, Pricing, Funding, Supervisory Skills, Bloomberg, Financial Analysis
Education
Queen's University 2013 — 2014
Masters of Finance (MFin), Finance, General
University of Guelph 2001 — 2005
Bachelor of Commerce;, Specializing in Management Economics in Industry and Finance
State Street June 2015 - Present
State Street January 2014 - Present
State Street July 2010 - December 2013
State Street July 2008 - July 2010
State Street July 2006 - July 2008
Advocis July 2005 - May 2006
University of Guelph September 2002 - April 2003
Skills
Economics, Valuation, Analysis, Risk Management, Finance, Management, Research, Customer Service, Marketing, Time Management, Pricing, Funding, Supervisory Skills, Bloomberg, Financial Analysis
Education
Queen's University 2013 — 2014
Masters of Finance (MFin), Finance, General
University of Guelph 2001 — 2005
Bachelor of Commerce;, Specializing in Management Economics in Industry and Finance
Derek Armitage's Advocis Experience March 1998 - December 2003
Job Bookkeeper at Myers Tsiofas Norheim LLP
Industry Accounting
Experience
Myers Tsiofas Norheim LLP September 2004 - Present
Bill Howse LLB January 2004 - September 2004
Advocis March 1998 - December 2003
Skills
Quickbooks, Accounts Payable, Reconciliation, Accounting, Payroll, Tax Preparation, Journal Entries, Sales Tax, General Ledger, Tax Returns, Tax, Payroll Taxes, Income Tax, Reconciliations, Peachtree, Variance Analysis, Account Reconciliation, Year End Accounts, Bookkeeping, QuickBooks
Education
Canadore College 1990 — 1992
Business Admin Accounting Diploma, Accounting and Finance
Myers Tsiofas Norheim LLP September 2004 - Present
Bill Howse LLB January 2004 - September 2004
Advocis March 1998 - December 2003
Skills
Quickbooks, Accounts Payable, Reconciliation, Accounting, Payroll, Tax Preparation, Journal Entries, Sales Tax, General Ledger, Tax Returns, Tax, Payroll Taxes, Income Tax, Reconciliations, Peachtree, Variance Analysis, Account Reconciliation, Year End Accounts, Bookkeeping, QuickBooks
Education
Canadore College 1990 — 1992
Business Admin Accounting Diploma, Accounting and Finance
Carley Desjardins's Advocis Experience November 2012 - July 2014
Job Senior Communications Specialist | Strategist
Industry Education Management
Experience
Ontario English Catholic Teachers' Association August 2015 - Present
Ontario English Catholic Teachers' Association November 2014 - August 2015
Ontario English Catholic Teachers' Association August 2014 - November 2014
Advocis November 2012 - July 2014
Advocis April 2011 - October 2012
Ryerson University September 2010 - September 2011
Ryerson University December 2010 - May 2011
EMC January 2011 - April 2011
Ontario English Catholic Teachers' Association May 2008 - April 2011
Ryerson University September 2010 - December 2010
Skills
Research, Public Relations, Social Media, Public Speaking, Editing, Event Planning, Policy, Governance, Corporate Communications, Strategic Communications, Marketing Communications, Social Media Marketing, Marketing, Copy Editing, Training, Management, Program Management, Advertising, Non-profits, Staff Development, Media Relations, Nonprofits, Time Management, Strategy, Speech Writing, Campaign Strategies, Education, Fundraising, Event Management, Press Releases, Proposal Writing, Customer Service, Sales, Journalism, Business Strategy, Crisis Communications, French, Volunteer Management
Education
Ryerson University 2010 — 2011
Masters
George Brown College 2008 — 2010
Editing Certificate
University of Toronto - New College 2003 — 2007
Honours BA
Richview CI 1999 — 2003
SJSH
Ontario English Catholic Teachers' Association August 2015 - Present
Ontario English Catholic Teachers' Association November 2014 - August 2015
Ontario English Catholic Teachers' Association August 2014 - November 2014
Advocis November 2012 - July 2014
Advocis April 2011 - October 2012
Ryerson University September 2010 - September 2011
Ryerson University December 2010 - May 2011
EMC January 2011 - April 2011
Ontario English Catholic Teachers' Association May 2008 - April 2011
Ryerson University September 2010 - December 2010
Skills
Research, Public Relations, Social Media, Public Speaking, Editing, Event Planning, Policy, Governance, Corporate Communications, Strategic Communications, Marketing Communications, Social Media Marketing, Marketing, Copy Editing, Training, Management, Program Management, Advertising, Non-profits, Staff Development, Media Relations, Nonprofits, Time Management, Strategy, Speech Writing, Campaign Strategies, Education, Fundraising, Event Management, Press Releases, Proposal Writing, Customer Service, Sales, Journalism, Business Strategy, Crisis Communications, French, Volunteer Management
Education
Ryerson University 2010 — 2011
Masters
George Brown College 2008 — 2010
Editing Certificate
University of Toronto - New College 2003 — 2007
Honours BA
Richview CI 1999 — 2003
SJSH
Kim Stanley's Advocis Experience March 2008 - April 2010
Job Regional Vice President Sales, Ontario and the Atlantic at Desjardins Financial Security Life Assurance Company
Industry Financial Services
Experience
Desjardins Financial Security Life Assurance Company October 2013 - Present
Desjardins Financial Security November 2010 - Present
Advocis March 2008 - April 2010
Penncorp Life Insurance Company July 2005 - September 2006
Mary Lou Taylor Insurance Agency 1985 - 2003
Skills
Organizational..., Sales Management, Strategic Communications
Education
Humber College
Diploma, Applied Arts Journalism (Broadcast)
York University
Bachelor of Arts
York University
BA, English
Desjardins Financial Security Life Assurance Company October 2013 - Present
Desjardins Financial Security November 2010 - Present
Advocis March 2008 - April 2010
Penncorp Life Insurance Company July 2005 - September 2006
Mary Lou Taylor Insurance Agency 1985 - 2003
Skills
Organizational..., Sales Management, Strategic Communications
Education
Humber College
Diploma, Applied Arts Journalism (Broadcast)
York University
Bachelor of Arts
York University
BA, English
Bob Gaal's Advocis Experience November 2013 - February 2015
Job Vice President, Business Development at Forstrong Global Asset Management
Industry Financial Services
Experience
Forstrong Global Asset Management March 2015 - Present
Advocis November 2013 - February 2015
Provisus Wealth Management May 2010 - February 2013
Global Maxfin Capital Inc. 2009 - 2010
The Hartford 2007 - 2008
Tricycle Asset Management 2003 - 2006
BMO Nesbitt Burns 2000 - 2003
Dare Foods Limited 1995 - 2000
Trim & Tidy Student Landscaping 1989 - 1994
Skills
Wealth Management, Relationship Management, Mutual Funds, Territory Management, Asset Managment, Investment Advisory, Account Management, New Business Development, Separately Managed..., Portfolio Management
Education
Wilfrid Laurier University 1991 — 1992
Diploma in Business Administration
McMaster University 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Canadian Securities Institute (CSI)
Oakville Trafalgar High School
Forstrong Global Asset Management March 2015 - Present
Advocis November 2013 - February 2015
Provisus Wealth Management May 2010 - February 2013
Global Maxfin Capital Inc. 2009 - 2010
The Hartford 2007 - 2008
Tricycle Asset Management 2003 - 2006
BMO Nesbitt Burns 2000 - 2003
Dare Foods Limited 1995 - 2000
Trim & Tidy Student Landscaping 1989 - 1994
Skills
Wealth Management, Relationship Management, Mutual Funds, Territory Management, Asset Managment, Investment Advisory, Account Management, New Business Development, Separately Managed..., Portfolio Management
Education
Wilfrid Laurier University 1991 — 1992
Diploma in Business Administration
McMaster University 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Canadian Securities Institute (CSI)
Oakville Trafalgar High School
Aaron Peter's Advocis Experience July 2012 - August 2013
Job Senior Marketing Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Advocis July 2012 - August 2013
Moody's Analytics November 2006 - May 2011
Invesco Canada September 2005 - May 2006
Gallipro September 2002 - August 2005
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Marketing, Direct Marketing, Financial Services, Project Management, Public Relations, Creative Strategy, Creative Problem Solving, Strategic Planning, Strategic Communications, Digital Strategy
Education
Birmingham City University 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
Sun Life Financial September 2013 - Present
Advocis July 2012 - August 2013
Moody's Analytics November 2006 - May 2011
Invesco Canada September 2005 - May 2006
Gallipro September 2002 - August 2005
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Marketing, Direct Marketing, Financial Services, Project Management, Public Relations, Creative Strategy, Creative Problem Solving, Strategic Planning, Strategic Communications, Digital Strategy
Education
Birmingham City University 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
Minoo Kotwal's Advocis Experience November 1976 - November 1998
Job Senior Educator and Trainer
Industry Financial Services
Experience
Kotwal Consulting January 2010 - Present
CSI Global Education Inc. March 2005 - December 2009
Purchasing Management Association of Canada January 2000 - March 2003
Advocis November 1976 - November 1998
Skills
E-Learning, Adult Education, Editing, Insurance, Training, Wealth Management
Education
University of Detroit Mercy
MBA
University of Pune
B.Comm
Kotwal Consulting January 2010 - Present
CSI Global Education Inc. March 2005 - December 2009
Purchasing Management Association of Canada January 2000 - March 2003
Advocis November 1976 - November 1998
Skills
E-Learning, Adult Education, Editing, Insurance, Training, Wealth Management
Education
University of Detroit Mercy
MBA
University of Pune
B.Comm
Sara Gelgor's Advocis Experience 2003 - 2008
Job Vice President, Enterprise Programs Compliance & Chief Privacy Officer at Scotiabank
Industry Financial Services
Experience
Scotiabank January 2014 - Present
Scotiabank March 2008 - January 2014
Advocis 2003 - 2008
Skills
Regulatory Affairs, Governmental Affairs, Privacy Law, aml, Strategic Communications, Public Speaking, Corporate Governance, Board of Director..., complaint handling, Strategic Planning, insurance law, banking, international experience, Foreign Languages
Education
Cambridge University
LLM
Rotman School of Management
MBA
Scotiabank January 2014 - Present
Scotiabank March 2008 - January 2014
Advocis 2003 - 2008
Skills
Regulatory Affairs, Governmental Affairs, Privacy Law, aml, Strategic Communications, Public Speaking, Corporate Governance, Board of Director..., complaint handling, Strategic Planning, insurance law, banking, international experience, Foreign Languages
Education
Cambridge University
LLM
Rotman School of Management
MBA