AGF Investments Inc.
Industry: Company
DescriptionFounded: 1995 Parent organization: AGF Management Subsidiary: Robitaille Asset Management Inc.
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AGF Investments Inc. Employees
Live Well Health and Healing Centre 2014 - Present
AGF Investments Inc 2014 - Present
OakMed Family Health Team 2014 - Present
Progressive Rehab 2013 - Present
Nelumbo Yoga Therapy May 2013 - Present
Nelumbo Yoga Therapy 2012 - Present
The Root of Health January 2015 - Present
Education
Esther Myers-Empowering Aging Population 2012 — 2012
Yoga for the Aging Population, Yoga Teacher Training/Yoga Therapy
PowerYoga Canada-Kids Yoga training! 2012 — 2012
Little Pretzels, Yoga Teacher Training/Yoga Therapy
Yoga Therapy Teacher Training 2011 — 2012
Certified Yoga Therapist, Chronic Pain and Disease
School of Philosophy 2004 — 2012
Eastern Philosophy
University of Guelph 1995 — 1999
Bachelor of Arts, Honours, Psychology
Institute of Traditional Medicine, Toronto
Yoga for Trauma
PowerYoga Canada-Kids Yoga training!
Toronto Yoga Conference
Yoga for Emotional Health, Adults, and Youth
Invesco Canada (Invesco Trimark) January 2012 - Present
MD Physician Services September 2010 - January 2012
AGF Investments Inc. June 2010 - September 2010
AGF Investments Inc. May 2009 - June 2010
AGF Investments August 2006 - May 2009
Scotia Securities Inc. May 2003 - July 2006
Skills
Project Management, Business Development, Competitive Intelligence, Mutual Funds, Asset Managment, Product Management, Investment Strategies, Financial Services, Product Development, Product Marketing, Relationship Management, Marketing, Cross-functional Team..., Strategy, Competitive Analysis, Asset Management, Investments
Education
Humber College 1997 — 1998
Post-Graduate Diploma, Marketing, Securities Specialty
McMaster University 1995 — 1997
B.A., History
McMaster University 1991 — 1995
B.A., Psychology
RBC Capital Markets May 2012 - Present
AGF Investments Inc November 2011 - April 2012
Manulife Financial 1998 - 2011
Skills
ETL, Business Analysis, SDLC, Business Requirements, Requirements Gathering, Requirements Analysis
Education
Seneca College of Applied Arts and Technology
Computer Programing, Database Design and Development
University of Sarajevo
Mechanical Engineering
OMERS May 2014 - Present
Scotiabank September 2013 - April 2014
Bank of Montreal April 2012 - August 2013
AGF Investments Inc. September 2010 - December 2011
Montblanc Investment Corporation January 2009 - August 2009
Investors Group June 2008 - October 2008
Skills
Equities, Investments, Options, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Fixed Income, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Financial Analysis
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Finance
McGill University 2005 — 2008
Bachelor of Commerce, Finance
Canadian Securities Institute
Additional Achievements, Interests and Extracurriculars
AGF Investments August 2012 - Present
AGF Management Limited March 2007 - Present
AGF Investments Inc. October 2009 - July 2012
Scotiabank June 2003 - September 2005
Skills
Risk Management, Lotus Notes, Business Analysis, Analysis, Requirements Gathering, Finance, SDLC, Visio, Software Documentation, SharePoint, Program Management, Training, Management, Vendor Management
Education
Canadian Securities Institute 2008 — 2009
CSC Certificate, Canadian Securities Course
Laurentian University/Université Laurentienne 2002 — 2006
Bachelors 4 years, Economics
Manitou Investment Management Ltd. January 2015 - Present
AGF Investment Inc. July 2013 - January 2015
AGF Investments Inc. April 2010 - July 2013
AGF Investments Inc. April 2010 - May 2011
Gluskin Sheff + Associates May 2009 - April 2010
Burgundy Asset Management May 2002 - March 2009
Ernst & Young September 1996 - May 2002
Skills
Investment Management, Fixed Income, Asset Managment, High Net Worth..., Equity Valuation, Vendor Management, GIPS Compliance, Equity Trading, Leadership, Investment Valuation, Investment Governance, Qualified Chartered..., Mutual Funds, Asset Management, Equities, Governance, Investments, Securities, Risk Management, Financial Risk, Corporate Finance, Hedge Funds, Trading, Finance, Portfolio Management, Alternative Investments, Valuation, Asset Allocation, Relationship Management, Bloomberg, Investment Strategies, Financial Services, Wealth Management, Capital Markets, Bonds, Investment Advisory, Financial Markets, Fund Accounting
Education
Ivey Business School at Western University 1992 — 1996
HBA, Business Administration
Canadian Institute of Chartered Accountants 1997 — 1999
Chartered Accountant
Columbia University - Columbia Business School 2007 — 2007
Leadership
AGF Investments Inc January 2005 - March 2013
Sun Life Financial 2001 - January 2005
Clarica/The Mutual Group September 1992 - 2001
Skills
Internal Communications, Organizational..., Change Management..., Employee Engagement, Corporate Communications, Change Management, Organizational Change, Performance Management, Program Management, Training, Strategic Communications
Education
Humber College 1991 — 1992
Human Resources Post-Graduate Diploma (HRPD), Human Resources
Wilfrid Laurier University 1988 — 1991
BA, Communication Studies
AUM Law September 2015 - Present
NP Consulting January 2013 - September 2015
AGF Investments Inc. November 2010 - December 2012
AGF Investments Inc. September 2007 - November 2010
AGF Management Limited November 2005 - June 2006
AGF Management Limited August 2003 - November 2005
AGF Management Limited November 2000 - August 2003
Global Strategy Financial Inc. June 1997 - November 2000
Skills
Investments, Management, Asset Managment, Mutual Funds, Financial Services, Business Strategy, Marketing Strategy, Strategic Planning, Vendor Management, Portfolio Management, Event Planning, Institutional Planning..., Facilities Management, GIPS Compliance, Board of Directors..., Strategy, Program Management, Product Marketing, Asset Management, Budgets, Leadership, Wealth Management, Risk Management, Marketing, Business Planning, Equities, Investment Management, Fixed Income, Team Leadership, Securities, Corporate Communications, Relationship Management, Strategic Financial..., Sales, Finance, ETFs, Financial Advisory, Hedge Funds, Investment Advisory, Asset Allocation, Wealth Management..., Wealth, Due Diligence, Alternative Investments, Marketing Communications
Education
Green Building Certification Institute 2013 — 2013
LEED Green Associate
University of Windsor 1990 — 1992
Special Business of Commerce, Marketing and Management
Brescia University College 1987 — 1990
Bachelor of Science, Sociology
AGF Management Limited December 2013 - Present
AGF Investments Inc. January 2000 - Present
Metalogic August 1999 - January 2002
Bell Sygma March 1998 - August 1999
Bombardier Aerospace August 1996 - March 1998
American Express January 1995 - August 1996
Prudential Insurance August 1994 - January 1995
T. Eaton's Company Ltd 1989 - 1994
Sears Canada Inc. 1987 - 1989
Skills
Lotus Notes, SQL, HTML, JavaScript, COBOL, IMS DB/DC, DB2, MS Project, Lotus Domino, CMS, Agile Project Management, Extreme Programming, RPG III, C++, XML, Joomla, Percussion, WebTrends Analytics, Google Analytics, Cascade Server, Web Content Management, SharePoint
Education
Humber College 1980 — 1984
Computer Co-op, Computer Studies and Business Admin
St. Basil's the Great
IMAX June 2011 - Present
AGF Investments Inc. May 2010 - February 2011
Toromont Industries September 2009 - December 2009
Kraft Foods January 2009 - May 2009
Skills
Tax, Accounting, Tax Returns, Corporate Tax, Preparation, GAAP, General Ledger, Spreadsheets, Reconciliation, Compliance, Excel, Journal Entries, Annual Reports, IFRS, Financial Reporting, Accruals, Account Reconciliation, Tax Preparation, Finance, Auditing, Microsoft Excel
Education
University of Waterloo 2008 — 2010
Master of Taxation
University of Toronto 2005 — 2008
B. Comm
Brock University 2004 — 2005
Pilot Gold Limited April 2010 - Present
Fronteer Gold Inc October 2010 - April 2011
AGF Investments Inc. February 2004 - October 2010
Putnam Investments / Sceptre Investment Counsel February 2002 - February 2004
Talvest Fund Management September 1995 - February 2002
Royal Trust 1992 - 1995
Skills
Investments, Start-ups, Sales, Valuation, Equities, Mergers, Financial Modeling, Financial Analysis, Investor Relations, Risk Management, Financial Services, Exceptional mentor &..., Portfolio Management, Private Equity, Leadership, Mergers & Acquisitions
Education
CFA Institute 1994 — 1997
Chartered Financial Analyst (CFA), Finance
The University of British Columbia 1986 — 1991
BA, International Relations
IIROC (Investment Industry Regulatory Organization of Canada) March 2013 - Present
AGF Investments Inc. December 2006 - February 2013
Toronto District School Board July 2006 - November 2006
Enterprise Ireland March 2005 - March 2006
Capital One Canada October 2002 - February 2005
The Alcohol and Gaming Commission of Ontario 2000 - 2000
CNIB - Canadian National Institute for the Blind 1997 - 2000
Skills
Communications Planning, Crisis Communications, Marketing Communications, Public Relations, Corporate Communications, Internal Communications, Press Releases, Media Relations, Proofreading, Editing, Strategic Communications
Education
Humber College
Postgraduate Certificate, Public Relations, With Honours
Ryerson University
Bachelor's Degree, Business Management - Marketing and Communications
Toronto Public Library April 2015 - Present
Toronto Star April 2013 - March 2015
Leaders in Business Analysis PMO Greater Toronto Area July 2012 - March 2013
AGF Funds Inc. 2006 - 2012
AGF Investments Inc. 2000 - 2006
Global Strategy Financial 1992 - 2000
Global Strategy Financial Services Inc 1992 - 1994
Skills
Business Analysis, Visio, Requirements Gathering, Software Documentation, Business Requirements, Business Process..., Requirements Analysis, Project Management, Business Process, Software Project..., Project Coordination, Management, User Acceptance Testing, Vendor Management, MS Project, Microsoft Office, SharePoint, Leadership, PMO, IT Strategy, Testing, Budgets, Event Management, Access, Training, Risk Management, Telecommunications, Human Resources, Integration, Analysis, Meeting Management, MS Office Suite, Project Portfolio..., Change Management, CRM, Process Improvement, Business Intelligence, Microsoft Project, SDLC, Information Technology, Business Process..., Financial Services, Networking, Documentation
Education
Durham College
Communication Arts, Advertising Administration
Durham College
Diploma, Communication Arts
Principal Financial Group September 2013 - Present
DLR Consulting, Inc February 2007 - December 2012
AGF Investments Inc. 2008 - 2009
Wells Fargo Financial January 2003 - January 2007
CIT Bank December 1996 - November 2002
Superior Bank 1996 - 1996
PNC Mortgage 1990 - 1996
Skills
Risk Management, Credit, Finance, Strategic Planning, Forecasting, Portfolio Management, Operations Management, Budgets, Mortgage Lending, Consulting, Vendor Management, Loans, Business Development, Strategic Financial..., Investments, Banking, Process Improvement, Due Diligence, Financial Modeling, Executive Management, Underwriting, Auditing, Financial Analysis, Leadership, Management, Customer Service, Mergers & Acquisitions, Policy
Education
University of Northern Iowa 1977 — 1981
BA, Business Administration
University of Northern Iowa 1977 — 1981
Bachelor of Science (B.S.) - Business Administration, Business Administration and Management
DHS
AGF Management Limited December 2013 - Present
AGF Investments Inc. August 2008 - December 2013
Ventures West 2002 - 2008
Skills
Corporate Communications, Internal Communications, Investments, Marketing Strategy, Strategic Communications, Marketing Communications, Corporate Branding, Financial Services, Copywriting, Media Relations, Email Marketing, Crisis Communications, Integrated Marketing, Brand Development, Speech Writing, Strategy, Direct Marketing, Digital Marketing, Press Releases, Web Content Management, Newsletters, Leadership, Web Content
Education
Queen's University 1988 — 1992
B.A.(Hons)
Ryerson University 2005 — 2007
Public Relations
AGF Investments Inc January 2015 - Present
RBC Capital Markets April 2010 - December 2014
Deloitte & Touche September 2006 - March 2010
Skills
Financial Analysis, Equity Research, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Analysis, Equities, Due Diligence
Education
Queen's University 2002 — 2006
BCOMM, Commerce