AGF Management Limited
Industry: Asset management company
DescriptionAGF Management Limited is a Canadian-based independent and diversified asset management firm. AGF began as a single idea: to pool the funds of Canadian investors to provide greater access to the U.S. market. CEO: Kevin McCreadie Headquarters: Toronto, Canada Chief investment officer: Kevin McCreadie Subsidiaries: FFCM, LLC, InstarAGF Asset Management Inc.,
AGF Management Limited List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AGF Management Limited. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AGF Management Limited Salaries. You can even request information on how much does AGF Management Limited pay if you want to. Learn about salaries, pros and cons of working for AGF Management Limited directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
225 AGF Management Limited employees in database. Find out everything there's to know about AGF Management Limited employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AGF Management Limited Employees
CFF Bank March 2015 - Present
B2B Bank August 2012 - March 2014
AGF Management Limited June 2007 - August 2012
AGF Trust Company January 2007 - May 2007
Skills
Banking, Training, Credit, Risk Management, Investments, Financial Analysis, Financial Risk, Financial Services, Credit Analysis, Customer Service, Microsoft Excel, Loans, Portfolio Management, Commercial Lending, Corporate Finance, Finance, Strategic Financial..., Team Building, Mutual Funds, Process Improvement, Payments, Performance Management, PPLUS System, Appian, Workdesk, Outlook
Education
Brock University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
AGF Management Limited May 2012 - Present
AGF Management Limited May 2010 - May 2012
AGF Management Limited August 2008 - May 2010
BMO Nesbitt Burns November 2006 - August 2008
CIBC April 2003 - September 2006
CIBC February 2002 - April 2003
Camp Couchiching 2000 - 2003
Coca-Cola January 1999 - September 2001
Skills
Investments, Wealth Management, Mutual Funds, Portfolio Management, Asset Managment, Investment Strategies, Equities, Bonds, Securities, Alternative Investments, Financial Advisory, Asset Allocation, Financial Services, Finance, Financial Planners, Financial Markets, Asset Management, Financial Modeling, Wealth, Capital Markets, High Net Worth..., Financial Planning
Education
Canadian Securities Institute 2005 — 2007
CIM, FMA, FCSI, Finance
Bishop's University 1992 — 1996
BA, Economics / Geography
St. Michael's College School 1987 — 1992
Our Lady of Sorrows Catholic Elementary School 1978 — 1988
BMO April 2013 - Present
CPP Investment Board June 2010 - April 2013
CPP Investment Board May 2007 - June 2010
Blackmont Capital July 2006 - June 2007
AIC June 2005 - July 2006
Niagara Region April 2001 - May 2005
TD Canada Trust April 1994 - June 2001
AGF Management Limited April 1989 - April 1994
Skills
Business Analysis
Education
Athabasca University 2008 — 2013
B.Mgmt, Business Administration and Management, General
CSI 2007 — 2007
Canadian Securities Course, Finance
Athabasca University 2003 — 2006
Certificate Management Information Services, Information Services
Mohawk College 1987 — 1990
Data Processing - Information Services
Southern California Edison (SCE) July 2010 - Present
CSC - Computer Sciences Corporation January 2008 - July 2010
Kaiser Permanente June 2007 - January 2008
Citi December 2002 - September 2005
AGF Management Limited March 2002 - December 2002
Cyberplex October 2000 - March 2002
Sony Professional Solutions Europe January 1999 - July 1999
L&T Infotech March 1998 - January 1999
Patni Computer Systems ( Presently iGATE) August 1994 - February 1998
Skills
SDLC, Business Analysis, PMP, PMO, Integration, Requirements Analysis, Project Management, Program Management, Project Portfolio..., Business Process, Process Improvement, Software Project..., Change Management, Software Documentation, MS Project, Business Process..., IT Strategy, Vendor Management, Requirements Gathering, Smart Metering, Enterprise Architecture, Resource Management, Microsoft Project, ITIL, COBIT, CMMI, Information Security, Testing, Organizational..., Strategic Planning and..., Start-ups, Food Safety and..., NERC, FERC, Management, Project Planning, Oracle, Visio, Scrum
Education
California State University-Dominguez Hills 2013 — 2017
Master’s Degree, MSQA - Master of Science in Quality Assurance, Presently pursuing the course
Bharathidasan University 1988 — 1992
Engineer's Degree, Computer Science Engineering, Distinction
PSG Krishnammal Higher Secondary School Coimbatore 1987 — 1988
High School, Mathematics and Computer Science, Distinction
BMO Global Asset Management 2012 - Present
BMO Investments Inc. 2011 - 2012
AGF Management Limited 2008 - 2010
AGF Management Limited 2003 - 2008
AGF Management Limited 2001 - 2003
TD Bank 1998 - 2001
Skills
Mutual Funds, Investments, Investment Strategies, Asset Managment, Portfolio Management, Alternative Investments, Wealth Management, Hedge Funds, Equities, ETFs, Investment Advisory, Capital Markets, Relationship Management, Financial Services, Asset Allocation, Fixed Income, Investment Management, Derivatives, Financial Markets, Bonds, Financial Advisory, Securities, Trading, Equity Research, Asset Management
Education
Université de Poitiers 1996 — 1997
Year of research towards PhD
University of Reading 1995 — 1996
MSc, International Securities, Investment and Banking
Laurentian University/Université Laurentienne 1993 — 1995
MBA
University of Toronto 1989 — 1993
BComm Hons, Management & Economics
Bayard Presse August 2014 - August 2014
H2 Central Marketing & Communications July 2014 - July 2014
The Village Pharmacy June 2014 - July 2014
Agency 59 March 2014 - March 2014
Witheld October 2013 - February 2014
JAM Direct Inc. November 2013 - November 2013
Informa Canada July 2013 - November 2013
The Works Design July 2013 - July 2013
Squareknot April 2013 - June 2013
AGF Management Limited January 2013 - April 2013
Skills
Web Design, WordPress, HTML, XHTML, HTML 5, Photoshop, Web Development, CMS, CSS, HTML5, AngularJS, jQuery, Information Architecture, User Interface Design, Email Marketing, Graphic Design, Illustrator, InDesign, MS Office Suite, Pages, Blogging, JavaScript, Languages: French, Writing, Mac OS X, Responsive Design, User Experience, Dreamweaver, Adobe Creative Suite, Interaction Design, Illustration, Copywriting, Website Development, PHP, Web Content, Usability Testing, Web Project Management, User Experience Design, Web Content Management, Adobe Acrobat, Web Analytics, User-centered Design, Creative Writing, Digital Illustration, Content Management, Git, Github
Education
Sheridan College 2011 — 2012
Web Design
Nova Scotia College of Art and Design 1996 — 1999
BFA, Painting, Art History, Digital Media
Saint Mary's University 1993 — 1996
BA, Anthropology, Religion
OptioPay GmbH August 2015 - Present
OANDA September 2014 - December 2014
Rokk3r Labs January 2014 - April 2014
PricewaterhouseCoopers LLP January 2013 - April 2013
AGF Management Limited January 2012 - April 2012
Canadian Cancer Society May 2011 - August 2011
Cardinal Carter Strings Orchestra September 2008 - June 2010
Education
University of Waterloo 2010 — 2015
Honours Bachelor of Mathematics, Statistics
Wilfrid Laurier University 2010 — 2015
Honours Bachelor of Business Administration, Marketing
Cardinal Carter Academy for the Arts 2004 — 2010
Music - Strings
ISC Paris
International Marketing
AGF Management Limited January 2011 - Present
Varanelli's Properties 2003 - Present
Highstreet Asset Management February 2010 - January 2011
Citco Fund Services December 2007 - February 2010
Citigroup/Unisen April 2005 - March 2007
Scotiabank July 2003 - April 2004
Banvil2000 1999 - 2002
Skills
Accounting, Investments, Bloomberg, Asset Management, Hedge Funds, Financial Reporting, Financial Analysis, Valuation, Reconciliation, Cash Management, Financial Planning
Education
Crosswind Aviation/Forest City Flight Centre 2012 — 2014
Private Pilot Licence
St. John's Ambulance 2012 — 2012
Emergency First Aid with CPA A + AED
Fanshawe College 2011 — 2011
Landord and Tenant law - Course
Bartending School of Ontario 2006 — 2006
Bartending
Canadian Securities Institute 2006 — 2006
Canadian Securities Course
George Brown College 2002 — 2005
Financial Planning
Bishop Reding 1998 — 2002
Sheridan College 1999 — 1999
Motorcycle Training Course
TD June 2015 - Present
Publicis Hawkeye March 2015 - June 2015
Squareknot Agency (LoyaltyOne, Inc.) July 2013 - March 2015
Couch & Associates, Inc. January 2013 - June 2013
Tribute Entertainment Media Group October 2012 - December 2012
Stikeman Elliott LLP May 2011 - August 2011
AGF Management Limited May 2010 - August 2010
Skills
Social Media, Research, Marketing, Project Coordination, Marketing Communications, Media Relations, Business Development, Microsoft Office, Event Planning, Marketing Strategy, Social Media Marketing, Customer Service
Education
McGill University
Post-Graduate Diploma, Management and Marketing
Queen's University
BA (Honours), Psychology
Westfield Capital Management March 2014 - Present
AGF Management Limited August 2011 - March 2014
McLean Asset Management Corporation 2009 - 2009
Education
Georgetown University - The McDonough School of Business
B.S.B.A., Finance/Management
Georgetown Preparatory School
RBC May 2015 - Present
RBC November 2010 - May 2015
RBC April 2009 - December 2010
Teranet Inc. September 2006 - December 2008
BarnesMcInerney Inc. April 2004 - September 2006
AGF Management Limited April 2002 - April 2004
Media Profile 1998 - 2002
Skills
Crisis Communications, Media Relations, Investor Relations, Corporate Communications, Strategic Communications, Communications Planning, Internal Communications, Speech Writing, Annual Reports, Communication Training, Event Management, Financial Communications, Public Relations, Corporate Social..., Reputation Management, Public Affairs, Press Releases, Strategy
Education
Richard Ivey School of Business and CIRI 2011 — 2012
Certified Professional in Investor Relations
Humber College 1997 — 1998
Public Relations Certificate
Queen's University 1992 — 1996
Bachelor of Arts (Honours), English
Manulife Financial April 2013 - Present
Manulife Financial November 2011 - Present
HSBC Securities April 2009 - November 2011
HSBC Securities October 2006 - April 2009
AGF Management Limited January 2004 - October 2006
AGF Management Limited August 2004 - November 2005
AGF Management Limited July 2001 - August 2004
Metrix Group August 2000 - July 2001
Education
Bowling Green State University 1995 — 1997
MA, CSP, Adult Learning
University of Guelph 1991 — 1995
BA, English, Political Studies
Brookfield Renewable Energy Group March 2015 - Present
AGF Management Limited July 2013 - February 2015
Youth Ottawa February 2011 - July 2013
Multiview Corporation December 2009 - July 2013
Skills
Microsoft Office, Social Media, Accounting, Team Leadership, Customer Service, Microsoft Word, Time Management, Teamwork, Analysis, Microsoft Excel, PowerPoint, Strategic Planning, Leadership, Nonprofits, Marketing, Public Speaking, Event Planning
Education
Ryerson University 2011 — 2013
Bachelor of Commerce (B.Com.), Accounting
Algonquin College of Applied Arts and Technology 2008 — 2011
Business Administration, Accounting
ScotiaMcLeod May 2011 - Present
Assante Wealth Management January 2008 - May 2011
AGF Management Limited March 2006 - January 2008
RBC Insurance June 2003 - March 2006
Equion Securities Canada Ltd. June 1998 - September 1999
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Strategic Financial..., Wealth, ETFs, Insurance, Mutual Funds, Investment Strategies, Financial Services, Financial Planners, Investments, Asset Allocation, Finance, Investment Management, Securities, Financial Advisory, Alternative Investments, Asset Management, High Net Worth..., Portfolio Management, Equities, Financial Planning
Education
Concordia University 1999 — 2003
BA, Political Science
AUM Law June 2014 - Present
Primerica June 2013 - June 2014
Marcos Associates November 2012 - June 2013
Fredrick Goodman Paralegal May 2012 - September 2012
AGF Management Limited May 2011 - September 2011
Skills
Legal Research, Legal Writing, Pleadings, Document Drafting, Motions, Legal Documents, Document Review, Trials, Courts, Legal Assistance, Litigation, Westlaw, Civil Litigation, Alternative Dispute..., Mediation, Criminal Law, Legal Advice, Corporate Law
Education
Humber College 2009 — 2013
Bachelor of Applied Arts - Paralegal Studies, Law
Kiosk Contract a division of Kiosk design inc. February 2012 - April 2013
Canadian Salvaged Timber Corporation May 2010 - November 2011
Umbra November 2010 - February 2011
Sander Design March 2010 - June 2010
SUCK UK November 2009 - February 2010
AGF Management Limited May 2007 - January 2010
Skills
Industrial Design, Product Design, Adobe Creative Suite, Creative Strategy, Solidworks, Brand Management, Concept Development, Design Strategy
Education
George Brown College 2009 — 2010
SolidWorks I & II
OCAD University 2004 — 2009
B.Des., Industrial Design
The Art Centre 2002 — 2003
Fine Arts, Drawing & Painting
Canadian Tire Financial Services 2013 - 2013
Citi 2012 - 2012
Weston Bakeries April 2009 - September 2011
Canadian Tire January 2004 - September 2008
AGF Management Limited January 2008 - August 2008
Skills
Finance, Time Management, Teamwork, Sales, Mutual Funds, Access, Accounting, Financial Analysis, Microsoft Excel, PowerPoint
Education
Carleton University 2009 — 2011
Universidad Europea
Scotiabank February 2014 - Present
TD Bank Group March 2012 - January 2014
Signature Immobilier Inc. January 2008 - December 2010
RBC Dominion Securities January 2006 - June 2007
AGF Management Limited June 2002 - January 2006
Skills
Mortgage Lending, Investments, Credit, Mutual Funds, Trading, Investment Advisory, Wealth Management, Asset Management, Banking, Loans, Analysis, Portfolio Management, Finance, Financial Services, Management, Leadership, Financial Analysis, Sales, Team Leadership, Financial Planning, Retail Banking
Education
Concordia University 2008 — 2011
Bachelor of Arts, Political Science
AGF Management Limited August 2014 - Present
AGF Management Limited June 2011 - August 2014
CITCO Technology Management January 2008 - June 2011
Skills
IT Process Automation..., Opalis Integration..., Systems Center..., Systems Center..., Systems Center..., ITIL Process..., CA Unicenter NSM, CA Spectrum, CA Unicentre, Active Directory, Application Support, Citrix, Data Center, Databases, Disaster Recovery, Windows Server, ITIL, SCCM
Education
Dalhousie University 2002 — 2004
Master of Applied Computer Science, Computer Science
NED University of Engineering and Technology 1994 — 1996
Master of Computer Applications (M.C.A.), Computer Science
TD Bank Group April 2011 - Present
AGF Management Limited August 2008 - December 2010
Angiotech Pharmaceuticals September 2006 - July 2008
Scotiabank Global Banking and Markets March 2004 - July 2006
BMO Capital Markets October 2002 - March 2004
BMO Capital Markets May 2001 - August 2001
BMO Capital Markets March 1994 - July 2000
Skills
Financial Analysis, Investor Relations, Corporate Communications, Financial Modeling, Due Diligence, Capital Markets, Business Planning, Corporate Finance, Investments, Valuation, Mergers & Acquisitions, Strategy, Portfolio Management, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
Master of Business Administration (MBA)
University of King's College 1989 — 1993
Bachelor of Science (B.Sc.), Advanced Major, Economics
Boeckh Communications June 2013 - Present
CST Consultants Inc. November 2009 - May 2012
Guardian Group of Funds Limited January 2007 - March 2009
Guardian Group of Funds Limited January 2000 - December 2006
Guardian Group of Funds Limited October 1995 - January 2000
AGF Management Limited January 1991 - October 1994
AGF Management Limited March 1989 - January 1991
AGF Managment Limited June 1984 - March 1989
Skills
Mutual Funds, Investments, Portfolio Management, Relationship Management, Business Strategy, Marketing Communications, Product Development, Product Management, Public Speaking, Media Relations, Wealth Management, Strategic Financial..., Asset Managment, Strategic Planning, Strategy, Asset Management, Securities, Leadership, Financial Services, Financial Modeling, Marketing, Management, Marketing Strategy, Business Development, Due Diligence, Advertising
Education
Harvard Graduate School of Business Administration 1982 — 1984
Master in Business Administration degree, June 1984., Second year focus on investment management and finance
McMaster University 1978 — 1980
Master of Arts degree, Geography/Urban Planning
Trent University 1974 — 1978
Honours Bachelor of Arts degree, Geography
Upper Canada College 1965 — 1974
Ontario Secondary School Diploma
Echelon Insurance October 2013 - Present
Sutton Group Admiral Realty March 2013 - Present
Temenos October 2011 - September 2013
AGF Management Limited July 2008 - September 2011
AGF September 2006 - July 2008
Halogen Software December 2005 - August 2006
Skills
Requirements Gathering, Business Analysis, Analysis, User Acceptance Testing, Systems Analysis, Business Process, Testing, Quality Assurance, Test Management, Software Documentation, Functional..., Business Requirements, Test Planning, Quality Center, Regression Testing, Test Cases, System Testing, Requirements Analysis, SDLC, Integration, Data Analysis, Scrum, Test Strategy, Software Quality..., SQL, Documentation, Manual Testing, Black Box Testing, Defect Tracking, End-to-end Testing, Software Project..., Visio, Escalation, Bug Tracking, Process Improvement, Agile Project Management, Agile Methodologies, Vendor, Integration Testing, Test Execution, UI testing, System Integration..., Performance Testing, QC, Validation
Education
Carleton University 1995 — 1999
Appian Enterprise Training
Certificate
McMaster University
Regus August 2011 - Present
Bauer & Keller Associates 2009 - 2011
Old Mutual Bermuda 2005 - 2009
SuperPages Canada 2003 - 2004
AGF Management Limited 1999 - 2003
TIAA-CREF 1994 - 1999
Skills
New Business Development, Sales Management, Asset Managment, Negotiation, Team Building, Investments, Strategic Planning, Mutual Funds, Contract Negotiation, Business Strategy, Account Management, Marketing Strategy, Portfolio Management, Strategy, Management, Business Development, Sales, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 1988 — 1992
Bachelors of Business Administration, Management
AGF Management Limited March 2013 - Present
OMERS Capital Markets September 2008 - March 2013
AIC Investment Services 2005 - 2008
Skills
Equity Research
Education
CFA Institute 2002 — 2004
CFA, Investment Management
Institute of Management Technology, Ghaziabad
Master of Business Administration (MBA), Finance and Financial Management Services
ScotiaMcLeod June 2009 - Present
AGF Management Limited January 2005 - June 2009
TD Bank July 1998 - September 2003
Skills
Investments, Wealth Management, Wealth, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Management, Financial Services, Cash Management, Fixed Income, Options, Estate Planning, Risk Management, FX, Liquidity Management, Financial Planning, Insurance, Business Strategy
Education
CSI 2010 — 2010
CIM, Canadian Investment Manager (CIM)
Université du Québec à Montréal 2005 — 2007
MBA, Finance
HEC Montréal 1995 — 1998
BAA, Finance
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 1997 — 1997
BAA, Management
President's Choice Financial March 2012 - Present
President's Choice Financial March 2010 - Present
DBMC Consulting November 2002 - Present
AGF Trust October 2007 - December 2008
AGF Management Limited 2006 - December 2008
MasterCard Advisors 2001 - 2007
MasterCard Worldwide 2002 - 2006
Bank of Montreal January 2001 - December 2002
National Trust 1983 - 1997
Skills
Financial Services, Projects, Training, Program Management, Management Consulting, Risk Management, Information Technology, Project Management, Business Strategy, Management, Leadership, Business Analysis, Credit, Debit Cards, PMO, Change Management, Project Delivery, Credit Cards, Finance, Strategy, Business Process..., Consulting, Payments, Relationship Management, Project Portfolio..., Team Leadership, SDLC, Vendor Management, Process Improvement, IT Strategy, Requirements Gathering
Education
Ivey Business School at Western University 1983 — 1987
Ethoca Limited June 2012 - Present
WIND Mobile March 2012 - May 2012
Tucows September 2000 - 2011
AGF Management Limited 2000 - 2000
CGI Information System and Management Consultants Inc. 1999 - 1999
University of Toronto 1998 - 1999
Royal Bank of Canada 1998 - 1998
Kvantor Consulting Group, Kiev, Ukraine 1992 - 1997
Skills
SQL, JavaScript, Java, Perl, HTML, PL/SQL, Data Warehousing, Databases, Microsoft SQL Server, Oracle, Data Modeling, Unix, SDLC, Business Intelligence, MySQL, ETL, Agile Methodologies, Testing, PHP, Solaris, Data Integration, Shell Scripting, Linux, Business Process, OLAP
Education
Humber College, Institute of Technology and Advanced Learning 2003 — 2005
Project Management program, Program certificate with honours
University of Toronto 1998 — 1999
Oracle DEEDS Project, Oracle Developer Certificate with Distinction
Kyiv National Taras Shevchenko University
MSc, Computer Science/ Applied Mathematics
AGF Management Limited July 1996 - October 2004
Skills
Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Sales, Training, Photoshop
Education
Douglas College
Political sciences, socialology, physcology
HSBC August 2014 - Present
AGF Management Limited February 2014 - May 2014
Banesco Banco Universal May 2010 - January 2012
Banesco Banco Universal March 2008 - April 2010
Banesco Banco Universal May 2006 - March 2008
GSK September 2005 - December 2005
Skills
International Business..., Trade Finance, Import Export, Sales, Letters of Credit, Financial Services, International Logistics, Entrepreneurship, Problem Solving, Customer Service, Strategy, Adaptability, Dynamic Team Worker, Banking, International Trade, Stand By Letters of..., Documentary Collections, Management, Analysis, International Business
Education
Centennial College 2013 — 2014
Post Graduate Certificate in International Business Management, International Business
Alejandro de Humboldt University 2006 — 2009
Bachelor of Science (B.Sc.) in International Trade
Universidad Simón Bolívar 2002 — 2006
Associate's degree in Foreign Trade, International Business/Trade/Commerce
Russell Investments April 2014 - Present
AGF Management Limited July 2011 - March 2014
AGF Management Limited 2011 - 2012
Skills
Mutual Funds, Asset Managment, Investment Advisory, Investments, Financial Services, Customer Service, Investment Strategies, Retirement Planning, Financial Planners, Strategic Financial..., Personal Financial..., Portfolio Management, Asset Management, Wealth, Equities, Asset Allocation, Life Insurance, Wealth Management, Financial Planning
Education
British Columbia Institute of Technology 2008 — 2011
Financial Management, Financial Planning and Services
UniSysTech Consulting May 2006 - Present
Telus 2008 - 2009
Citi 2004 - 2007
AGF Management Limited April 2002 - June 2004
Microforum Services Group 2000 - 2002
Skills
DB2, Websphere, Web Services, SQL, SOA, Spring, XML, Java Enterprise Edition, Unix, Weblogic, SDLC, Oracle, Microsoft SQL Server, Agile Methodologies
Education
Hefei University of Technology
Bachelor, Computer Science
AGF Management Limited June 2014 - Present
AGF Management Limited March 2010 - May 2014
Apotex Inc. April 2007 - September 2008
Apotex Inc. June 2006 - April 2007
Altamira Investment Services January 2000 - June 2006
Skills
HRIS, Superior organizational..., Certified Shareworks..., Compensation & Benefits..., Onboarding, SAP, Workday, Deferred Compensation, Time Management, HR Policies, Employee Benefits, Compensation & Benefits, Personnel Management, Customer Service
Education
Ryerson University
Centennial College
Cascade Microtech June 2015 - Present
ESI September 2013 - June 2015
Portland Habilitation Center Northwest June 2010 - September 2013
AGF Management Limited September 2007 - October 2008
Skills
Property Management, Auditing, Yardi Voyager, Contract Management, Nonprofits, Equity compensation, Revenue Recognition, Accounting, SAP, Microsoft Excel, HUD, QuickBooks, Outlook, Equities, Financial Statements, Tax Returns, Financial Reporting, Microsoft Office, Variance Analysis, Customer Service, Analysis, Investments, Project Management, Financial Modeling
Education
George Brown College 2005 — 2007
Business Management, Accounting and Finance
Tianjin University 2001 — 2003
Master of Science (M.S.), Physics
Tianjin University 1998 — 2001
Bachelor of Engineering (B.E.), Computer Science
Tianjin University 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Physics
Royal Bank of Canada May 2011 - Present
The Canadian Securities Institute April 2011 - February 2013
TD Bank Group January 2010 - May 2011
AGF Management Limited August 2007 - January 2010
AGF Management Limited August 2004 - August 2007
TD Canada Trust August 2002 - August 2004
TD Canada Trust June 1998 - August 2002
Scotiabank 1993 - 1997
Skills
Investments, Credit, Mortgage, Retail Banking, Loans, Banking, Customer Relations, Sales Management, Mortgage Lending, People Management, Business Strategy, Leadership, Finance, Consumer Lending, Wealth Management, Customer Service, Management, Lines Of Credit, Financial Services, Asset Management, Business Development, Mutual Funds, Equities, Portfolio Management, Relationship Management, Investment Advisory, Residential Mortgages
Education
Huron University College 1988 — 1992
Hon B.A., Economics
International Financial Data Services Canada (IFDS) July 2015 - Present
Citigroup Fund Services Canada September 2008 - June 2015
Unisen / Citi Fund Services Canada October 2001 - 2008
AGF Management Limited 1997 - 2001
Skills
Relationship Management, Sales, CRM, Change Management, Financial Services, Management, Contract Negotiation, Vendor Management, Business Development, Mutual Funds, Fixed Income, Alternative Investments, Risk Management, New Business Development, Contract Management, Hedge Funds, Segregated Funds, Sales Presentations, Staff Development, Strategic Planning, Key Account Management, Dealer Management, Offshore Funds, Expense Management, Revenue & Profit Growth, Revenue Enhancement, Customer Profitability, Global Custody, Hiring Employees, Interviewing Skills, Portfolio Management, Account Management, Fund Services, Transfer Agency, Financial Regulation
Education
McMaster University 1992 — 1996
Honours Bachelor of Arts, Political Science and Government
McMaster University 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
Canadian Breast Cancer Foundation October 2013 - Present
Scott Hamel Graphic Design October 2011 - Present
AGF Management Limited January 2013 - April 2013
Nyman Ink April 2012 - October 2012
Canada Lands Company January 2008 - September 2011
SEI Records January 2008 - June 2009
City of Toronto June 2003 - September 2007
Skills
Graphic Design, Typography, Web Design, Layout, WYSIWYG layout tools, Web Content Management, HTML/XML, HTML + CSS, PHP, Drupal, Adobe Creative Suite, Pre-press, HTML
Education
OCAD University 2003 — 2007
B. Des, Graphic Design
WeddingBells Publications May 2002 - December 2004
API Electronics October 2001 - May 2002
AGF Management Limited May 2000 - May 2002
Education
George Brown College 2009 — 2012
Community Worker Program
George Brown College 2006 — 2009
Academic Bridging, Redirection through Education
Castle Frank 1998 — 1998
Southwest Gas Corporation February 2014 - Present
Scotiabank March 2013 - November 2013
The Herjavec Group October 2011 - March 2013
Zentra Computer Technologies March 2010 - October 2011
AGF Management Limited October 2007 - March 2010
Skills
Virtualization, Data Center, Project Management, IT Relationship..., Customer Management, Project Delivery, Account Management, Cloud Computing, Business Process, Logistics Management, Outsourcing, SharePoint, Management, Leadership, Firewalls, Switches, Business Analysis, Integration
Education
Carleton University 2002 — 2007
Bachelor of Commerce (B.Com.), Honours
University of Toronto 2012 — 2012
Project Management Essentials
AGF Management Limited November 2006 - Present
eConcordia 2010 - 2012
BMO Financial Group May 2005 - November 2006
Skills
Mutual Funds, Investments, Relationship Management, Sales, Wealth Management, Portfolio Management, Customer Service, Retirement Planning, Financial Planning, Leadership, Management, Event Planning, Event Management, Corporate Events, Events Coordination
Education
CSI 2012 — 2012
Branch Compliance Officer's Course, Compliance
Canadian Securities Institute 2009 — 2009
CSC
Institute of Canadian Bankers 2008 — 2008
IFC
Concordia University 2002 — 2005
B.Comm, International Business
Champlain College 2000 — 2002
International Baccalaureate, Commerce
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
AGF Management Limited June 2015 - Present
John Hancock Financial Services July 2013 - May 2015
Manulife Financial April 2012 - July 2013
Wellington West Capital May 2011 - October 2011
Upright Rugby Canada May 2009 - August 2011
Skills
Investments, Mutual Funds, Retirement Planning, Leadership, Asset Allocation, Customer Service, Fundraising, Training, Marketing, Budgets, Business Development, Insurance, Microsoft Office, Small Business, Time Management
Education
McMaster University 2008 — 2011
Bachelor of Arts (B.A.), Economics
Vancouver Film School June 2014 - Present
Whoa! Nellie August 2011 - November 2013
Parallel World Labs Inc. June 2008 - July 2010
The Banff Centre March 2007 - February 2008
The Banff Centre April 2006 - March 2007
Parallel World Labs Inc. (originally Immersion Studios Inc.) November 1999 - January 2006
AGF Management Limited January 1997 - 1999
Milfab Industries 1996 - 1997
Skills
User Experience, Creative Direction, Interaction Design, User Interface Design, Information Architecture, Art Direction, Photoshop, Digital Media, Photography, Social Media, New Media, Video, After Effects, Web Design, Art, Brand Development, Motion Graphics, Video Editing, Mobile Applications, User Interface, Animation, Typography, Experience Design, Multimedia, Storyboarding, Interactive Advertising, Interactive Media, Graphic Design, Adobe Creative Suite, 3D, Graphics, Concept Development, Concept Design, Visual Communication, Premiere, Illustration, Logo Design, Compositing, Corporate Identity, Computer Animation, Game Design, Digital Production..., Audio/Video hardware..., Immersive Installation, Cross-functional Team..., Branding & Identity, Layout, Visual Effects, InDesign, Rendering
Education
Ontario College of Art and Design 2002 — 2003
Humber College 1995 — 1997
Design Fundamentals
AGF Management Limited November 2012 - August 2014
Pomegranate Advisory January 2008 - March 2012
SGS Asset Management December 2003 - July 2007
IBM Canada Ltd. April 2000 - November 2003
Skills
Building Relationships, Strategic Planning, Alternative Investments, Asset Management, Hedge Funds, Securities, Asset Managment, Private Equity, Management, Financial Analysis, Financial Advisory, Wealth Management, Investments, CRM, Asset Allocation, Business Development, Investment Management, Mutual Funds, Portfolio Management, Investment Banking, Risk Management, Investor Relations, Investment Strategies, Equities, Fixed Income, Finance, Funding, Due Diligence, Capital Markets, Investment Advisory, Bloomberg, Financial Services, Financial Markets, Derivatives, ETFs, Valuation
Education
McMaster University 1997 — 2002
BCOM
Trillium Health Partners Foundation January 2015 - Present
Trillium Health Partners January 2014 - January 2015
AGF Management Limited July 2012 - May 2013
AGF Management Limited June 2010 - July 2012
Four Seasons Hotels and Resorts October 2009 - November 2009
VON Canada- North Bay Branch November 2005 - December 2008
Century 21 Blue Sky Region Realty 2003 - 2005
Community Counselling Centre May 1999 - August 2001
Skills
Crisis Communications, Corporate Communications, Media Relations, Public Relations, Strategic Communications, Investor Relations, Social Media..., Event Planning, Copywriting, Press Releases, Communications Planning, Event Management, Social Media, Internal Communications, Marketing Communications, Speech Writing, Editing, Project Management
Education
Humber College 2009 — 2009
Ontario Graduate Certificate, Honours, Public Relations
Western University
BA, Anthropology
MAHOGANY Asset Management March 2015 - Present
Otterwood Capital Management April 2012 - December 2014
Barometer Capital October 2007 - March 2012
AGF Management Limited March 2005 - October 2007
Skills
Equities, Capital Markets, Valuation, Fixed Income, Hedge Funds, Derivatives, Investments, Portfolio Management, Asset Management, Financial Modeling
Education
Iowa State University - College of Business 2000 — 2005
Bachelor, Commerce/Political Science
Toronto General Hospital April 2014 - Present
Canadian Federal Government April 2009 - August 2013
Canadian Federal Government January 2007 - April 2009
City of Toronto April 2005 - October 2006
Fidelity October 2004 - April 2005
CIBC September 2003 - June 2004
AGF Management Limited May 1998 - September 2003
Mackenzie Investments December 1993 - September 2003
J R Freethy Architects 1991 - 1993
Skills
Customer Service, Program Management, Training, Security, Project Management, Policy, Government, Process Improvement, Leadership, Negotiation, Public Speaking, Teaching, Time Management, Research, Team Leadership, Social Media
Education
University of Guelph 2013 — 2013
Certificate, Open Learning
University of Toronto 1988 — 1991
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Carleton University 1987 — 1988
Bachelor of Arts (B.A.)
TD June 2015 - Present
GE Capital January 2015 - June 2015
M&T Bank March 2013 - December 2014
AGF Management Limited June 2011 - February 2013
Toyota Financial Services August 2008 - May 2011
CIBC September 2007 - August 2008
University of Toronto May 2004 - June 2006
Skills
Credit Risk, Portfolio Management, Risk Management, Financial Modeling, Credit, Analysis, Investments, Economics, Matlab, Basel II, Statistics, SPSS, Cognos, Mathematical Modeling, SQL, SAS, CCAR Stress Testing
Education
University of Waterloo 2006 — 2008
Master, Management Sciences and Quantitative Methods
McMaster University 2000 — 2004
BSc, Mathematics
McMaster University 2000 — 2004
Bachelor of Science (BSc), Statistics
Rivit Technology Partners August 2011 - Present
AGF Management Limited July 2013 - October 2014
Metalogic Consulting Inc August 2003 - June 2011
Manulife Financial 2002 - 2011
Canada Life 2000 - 2002
Soyuzkontrakt September 1994 - February 2000
Moscow Institute of Steel and Alloys March 1993 - February 1995
Skills
Architecture, Lotus Domino, jQuery, Web Development, XSLT, C#, HTML, LotusScript, Microsoft Sharepoint, Java, PHP, JavaScript, SDLC, Apache, SharePoint, Spring, XML, Software Development, Agile Methodologies, Architectures, Integration, SQL, UML
Education
Moscow Institute of Steel and Alloys 1987 — 1993
Bachelor's degree, Material Science / Physics
Yellow Pages Group / Groupe Pages Jaunes – Canada June 2013 - Present
AGF Management Limited January 2013 - March 2013
Canada Protection Plan November 2011 - October 2012
Walking on a cloud September 2011 - November 2011
EXPRESS January 2007 - July 2007
Edmonds Community College August 2004 - June 2007
ISS office at Edmonds Community college 2003 - 2003
Skills
Customer Service, Sales, Marketing Communications, PowerPoint, Social Media, Microsoft Excel, Advertising, Fundraising, Online Advertising, Event Management, Teamwork, Leadership, Retail, Microsoft Word, Management, Analysis, Strategy, Time Management, Online Marketing, Marketing, Market Research, Business Strategy, Marketing Strategy, English, New Business Development, Event Planning, French, Negotiation, Public Relations, Team Leadership, Microsoft Office, Project Planning, Research, Social Media Marketing, Training, Social Networking
Education
Concordia University 2008 — 2011
Bachelor, Marketing
Edmonds Community College 2004 — 2006
AAdegree, International Business
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
ArcPlexus Inc. March 2014 - Present
BBW International Inc. July 2013 - Present
Tristan Interactive March 2014 - May 2014
AGF Management Limited April 2008 - March 2014
March Networks October 2007 - April 2008
Karma Wear January 2007 - September 2007
Pet Valu May 2000 - March 2007
Skills
Customer Service, Time Management, Event Planning, Investments, Team Leadership, Mutual Funds, Customer Relations, Administration, Research, Microsoft Office, Critical Thinking, Problem Solving, Self-driven, Editing, Attention To Detail, Lotus Notes, Troubleshooting, Training & Development, Teamwork, Independent, Fast Learner, Outlook, Writing, Current Events, General Office Duties, Data Collection, Budgeting, Process Improvement
Education
Carleton University 2001 — 2006
Bachelor of Arts (BA), English Language and Literature, General
Earl of March S.S. 1996 — 2001
Nuveen Investments February 2015 - Present
AGF Management Limited August 2012 - February 2015
Roosevelt Investments January 2012 - August 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management February 2006 - November 2008
Markston International August 2004 - February 2006
Salmon Smith Barney January 2002 - May 2002
Skills
Equities, Valuation, Portfolio Management, Asset Management, Investment Management, Emerging Markets, Alternative Investments, Equity Research, Asset Allocation, Derivatives, Investments, Capital Markets, Bloomberg, Fixed Income, Asset Managment, Series 7, Hedge Funds, Financial Modeling
Education
Columbia Engineering 2000 — 2002
MS, Mechanical Engineering
University of Mysore 1994 — 1998
Bachelor of Engineering (BE), Mechanical Engineering; India Mechanical Engineering
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
Superior Energy LTD. January 2012 - Present
Direct Energy Marketing Ltd 2003 - October 2011
AGF Management Limited March 2002 - September 2003
Oracle Corporation November 2000 - March 2002
Allianz Insurance Company March 1998 - October 2000
CI Mutual Funds September 1997 - February 1998
Maariv Publishing House April 1995 - May 1997
Relational Technology Systems (RTS) May 1994 - March 1995
Chemical engineering research institute April 1984 - December 1992
Skills
Integration, SOA, Oracle, Enterprise Architecture, SDLC, Solution Architecture, Application Architecture, Requirements Analysis, PL/SQL
Education
Yaroslavl State Pedagogical University named after K.D. Ushinsky 1978 — 1981
Master, Mathematics
University of Yaroslavl, Russia 1974 — 1978
Master, Mathematics
St. Joseph Media April 2013 - Present
Brightdox Inc. June 2011 - April 2013
AGF Management Limited April 2011 - May 2011
AEON Corporation January 2010 - September 2010
Marquis Wine Cellars March 2006 - September 2008
CBC Television September 2001 - February 2006
Skills
Photoshop, Illustrator, Excel, PowerPoint, Wordpress, Word, CMS, HTML, CSS, HTML5, Dreamweaver, Fireworks, SEO, Google Analytics, Web Analytics, SEM, Microsoft Excel, WordPress, Editing, Newsletters
Education
Humber College 2010 — 2011
Certificate, Web Design, Development and Maintenance
International Sommelier Guild 2006 — 2007
Diploma, Sommelier Diploma
Niagara College 2000 — 2002
Diploma, TV and Film Production
York University - Glendon College 1995 — 1999
BA, Sociology
International Kundalini Yoga Teachers Association
Yoga Teaching Certification, Kundalini Yoga Teacher (KYT)
Strategic Situations Corporation 2011 - Present
iConsult 2005 - 2010
AGF Management Limited 1998 - 2005
ING DIRECT 1997 - 1998
Skills
Project Management, Risk Management, PMO, Change Management, Organizational..., Coaching, Training, Management Consulting, Governance, Program Management, Strategic Planning, Financial Services, Project Portfolio..., Strategy Execution, Web Strategy, Business Transformation, Mentoring, Start-ups, Leadership, CRM, Management, Business Analysis
Education
Project Management Institute 2007 — 2007
PMP, Project Management Professional
McMaster University 2005 — 2005
C.Dir., Chartered Director
Carleton University 1992 — 1996
BA, Psychology
BioSyent Inc April 2015 - Present
GSK April 2014 - August 2014
Loblaw Companies Limited June 2010 - July 2013
AGF Management Limited April 2008 - June 2010
Skills
Investor Relations, Thomson One Analytics, Corporate Website..., Strategic Communications, Annual Reports, Corporate Communications, Press Releases, Event Planning, Project Management, Roadshows, Google Analytics, ThomsonOne, Competitor Intelligence, Communication Skills, CMS, Event Management, Strategy, Communication, Management
Education
ESSEC Business School 2014 — 2014
Master's Degree
York University - Schulich School of Business 2013 — 2014
Master of Business Administration (MBA), Marketing
Canadian Securities Course (CSC) 2008 — 2009
Humber College 2007 — 2008
Certificate, Public Relations
Wilfrid Laurier University 2003 — 2007
Honours Bachelor of Arts
Mentor College 1997 — 2003
IBM Software Group 2005 - Present
DWL Inc. 1900 - 1900
Teradata 1900 - 1900
AGF Management Limited 1900 - 1900
BMO Bank of Montreal 1900 - 1900
IBM Global Business Services 1900 - 1900
Skills
Information Management, Governance, Business Intelligence, IT Strategy, Sales, Project Portfolio..., Program Management, Project Management, Master Data Management, PMP, Professional Services, Management, Enterprise Architecture, Management Consulting, SOA, Requirements Analysis, Enterprise Software, Integration, Solution Architecture, PMO, Leadership, Big Data, Risk Management, Business Strategy, Pre-sales, Cloud Computing, SaaS, Software Project..., SDLC
Education
Carleton University
MBA (with Distinction) - Sprott School of Business
Simon Fraser University
BSc
University of Toronto
Certificate
University of Waterloo
MASc
Ontario Financing Authority November 2014 - Present
IKO Industries June 2014 - August 2014
Sysoft Computer Consultants Limited March 2014 - June 2014
Chartwell Retirement Residences November 2013 - March 2014
AGF Management Limited November 2010 - June 2013
Bayshore Home Health March 2010 - October 2010
Ceridian Canada Ltd April 2007 - February 2010
Maple Leaf Foods November 1999 - February 2007
Maple Leaf Foods November 1999 - January 2005
Canada Bread September 1996 - November 1999
Skills
Active Directory, Disaster Recovery, VMware, Citrix, Windows Server, Microsoft Exchange, Data Center, Citrix Metaframe, Windows, System Administration, Networking, Technical Support, Antivirus, Operating Systems, Microsoft Technologies, Security, System Deployment, SharePoint, Hyper-V, ITIL, Information Technology, Firewalls, Databases, Virtualization, Infrastructure, IT Management, Business Process, Visio, Microsoft SQL Server, Software Installation, VDI, Troubleshooting, Software Documentation, Enterprise Software, VPN, Windows 7, Blackberry Enterprise..., DNS, VMware Infrastructure, Business Analysis, IT Operations, VMware ESX, Testing, IT Service Management, Citrix Provisioning..., Enterprise Architecture, Network Administration, Integration, Network Security, Citrix Xendesktop 5.5
Education
Humber College 1995 — 1996
Computer Network Engineering
Ball State University 1991 — 1993
Junior Year
Humber College 1986 — 1989
Computer Programming Diploma
Pauline Johnson 1973 — 1978
OSSGD
BMO Financial Group August 2014 - Present
Torstar Media Group January 2013 - Present
Philip Breau Consulting December 2010 - Present
AGF Management Limited 2012 - December 2012
Exxon Mobil December 2010 - April 2012
Aviva Canada August 2009 - April 2011
Rogers Communications Inc. May 2000 - February 2009
National Data Corporation 1993 - 2000
Litton Systems Limited 1986 - 1990
Skills
Telecommunications, Switches, VoIP, Cisco Call Manager, TCP/IP, Consulting
Education
Humber College 1986 — 1990
Electromechanical Engineering Technician
Danforth Technical 1979 — 1984
Mackenzie Investments April 2011 - Present
AGF Management Limited June 2009 - November 2010
AGF Management Limited June 2005 - June 2009
Franklin Templeton Investments December 2002 - June 2005
Skills
Business Strategy, Financial Markets, Asset Allocation, Valuation, Project Management, Financial Modeling, Financial Services, Relationship Management, Risk Management
Education
Memorial University of Newfoundland
Bachelor of Commerce, Finance
AGF Management Limited October 2013 - Present
ST Microelectronics 2008 - September 2013
Genesis Microchip Inc. 2002 - 2008
Golden Telecom January 1999 - March 2001
Skills
SharePoint, Microsoft SQL Server, C#, PHP, JavaScript, Web Development, Databases, C, Perl, Linux, C++, Software Development, Business Workflows, Nintex, ASP.NET, .NET, IIS, XSLT, UML, Shell Scripting, Object Oriented Design, Visual Studio, Visual Basic, XML
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1988 — 1994
AGF Management Limited December 2014 - Present
AGF Management Limited September 2012 - December 2014
AGF Management Limited October 2011 - September 2012
The Lions Circle Leadership Development Organization February 2007 - January 2012
CIBC Asset Management December 2007 - April 2011
Isagenix International Ltd. November 2008 - March 2011
Dundee Securities Corporation June 2006 - October 2007
CI Investments Inc. December 2005 - June 2006
DundeeWealth Inc July 2005 - December 2005
Investors Group Inc. March 2003 - July 2005
Education
St. Marguerite d'Youville
St. Marguerite d'Youville
Centennial College 2009 — 2011
Certification
Certified Coaches Federation 2010 — 2010
Certification
Peak Potentials Training 2006 — 2012
Landmark Education
George Brown College
Rogers Communications / FlexITy Solutions December 2010 - Present
IBM Canada Ltd. December 2009 - November 2010
AT&T Global Services August 2009 - November 2009
Katz Group Canada April 2009 - July 2009
Loblaw Companies December 2008 - March 2009
Rogers Communications May 2007 - December 2008
AGF Management Limited January 2006 - May 2007
OntarioMD February 2005 - December 2005
Metaca Corporation May 2004 - January 2005
Davis + Henderson September 1998 - April 2004
Skills
Network Design, Network Security, Data Center, Network Architecture, Security, CCNP, OSPF, BGP, IPv6, Firewalls, VPN, Infrastructure, Checkpoint, Cisco Nexus, Routers, Routing, Cisco IOS, Cisco VoIP, EIGRP, WAN, Cisco Technologies, Switches, Network Engineering, PCI DSS, Network Load Balancing, Cisco Call Manager, Routing Protocols, Data Centre Architecture, Catalyst Switches, Wireless Networking, Juniper, Networking, Juniper Switches, Cisco Security, Cisco Wireless, Dynamic Routing, F5 BigIP, RIP, MPLS, LAN-WAN, Load Balancing, TCP/IP, VLAN, QoS, IPSec, Cisco Routers, ASA, Remote Access, Juniper Firewalls
Education
Amirkabir University of Technology - Tehran Polytechnic 1984 — 1989
Engineering, Electronics
SAMPAD
Flex Legal Network March 2015 - Present
Whitespace Common - a boutique co-work space for female entrepreneurs April 2014 - Present
Click & Co. May 2013 - Present
SaxtonChayse & Co September 2012 - Present
AGF Management Limited June 2007 - May 2013
Skills
Corporate Law, Corporate Governance, Securities, Strategic Thinking, Mutual Funds, Capital Markets, Asset Management, Hedge Funds, Securities Regulation, Portfolio Management, Investment Management, Corporate Finance, Mergers & Acquisitions, Fixed Income, Due Diligence, Private Equity, Investments, Alternative Investments, Investment Strategies, Equities, Financial Services
Education
University of Toronto 2000 — 2003
Doctor of Law (J.D.)
University of Amsterdam 2002 — 2002
Law
Dalhousie University 1996 — 1999
Bachelor of Arts (BA), History, Political Theory
AGF Management Limited September 2014 - Present
WHEB February 2012 - September 2014
Henderson Global Investors June 2007 - December 2011
Jupiter Asset Management October 2006 - May 2007
LG Electronics 2002 - 2005
Skills
Sustainability, Investments, Equities, Asset Management, Research, Asset Managment, Investment Management, Cleantech, Portfolio Management, Corporate Social..., Fixed Income, Corporate Governance, Emerging Markets, Investor Relations, Investment Banking, Mutual Funds, Business Strategy, Hedge Funds, Private Equity, Equity Research, Valuation, Climate Change, Alternative Investments
Education
CFA Institute
UNEP Finance Initiative
Certificate, Climate Change: Risks and Opportunities for the Finance Sector
University of Oxford 2005 — 2006
MSc, Nature, Society and Environmental Policy
Hankuk University of Foreign Studies
BA, Russian Studies
AGF Management Limited May 2013 - Present
AGF Management Limited December 2005 - May 2013
Unisen Inc 2002 - 2005
AGF Management Limited 1998 - 2005
Skills
Service Desk, ITIL, Business Requirements, Asset Management
Education
George Brown College 1991 — 1993
diploma, Information Technology
University of Toronto - Victoria University 1986 — 1990
BMO Financial Group October 2008 - Present
AIC January 2005 - May 2008
AIC Group of Funds September 1998 - January 2005
Acuity Investments Inc. January 1996 - September 1998
AGF Management Limited 1991 - 1995
Skills
Project Management, Risk Management, Strategy, Investments, Quality Assurance, Management, ITIL, Visio, SDLC
Education
Learning Tree 2005 — 2006
Certified Advanced Project Manager
Mohawk College 1988 — 1991
TransUnion of Canada January 2013 - Present
TransUnion Canada May 2009 - Present
RPM Technologies June 2006 - January 2009
Citigroup CIB/GTS June 2005 - June 2006
Unisen Inc. January 2003 - June 2005
AGF Management Limited June 1996 - January 2003
Skills
Requirements Analysis, Testing, Business Analysis, SDLC, Visio, Customer Relations
Education
Sheridan College 1993 — 1996
Carleton University 1990 — 1993
AGF Investments March 2010 - March 2013
AGF Management Limited February 2007 - March 2010
Russell Investment Group 2002 - 2006
Skills
Mutual Funds, Asset Management, Wealth Management, Investments, Financial Services, Marketing Communications, Corporate Communications, Corporate Branding, Product Marketing, Team Management, Cross-functional Team..., Marketing, Investment Strategies, Investment Management
Education
Concordia University 1998 — 2001
Bachelor of Commerce (B.Com.)
Class A FI 2011 - Present
University of Ontario Institute of Technology January 2010 - May 2011
AGF Management Limited 2006 - 2007
Skills
Solving the right..., Continuous improvement., Situational awareness &..., PCI DSS, SQL, SDLC, Information Security, Microsoft SQL Server, CISA, CISSP, Privacy Law, IT Risk Management, Financial Risk, Business Continuity, Project Management, Disaster Recovery, Network Security, Security, Consulting, Business Analysis
Education
Johannes Kepler Universität Linz
International Business Development
Ryerson University
B.Comm., Information Technology Management (Law)
University of Ontario Institute of Technology
Master of Information Technology Security
AGF Management Limited June 2009 - Present
State Street December 2006 - December 2008
Columbia Management February 2005 - December 2006
Mellon Financial December 1996 - February 2005
BNY Mellon 1996 - 2005
Skills
Compliance, Asset Management, Securities, Mutual Funds, Fixed Income, Hedge Funds, Risk Management, AML, Asset Managment, Alternative Investments, Investments, Investment Management, Governance, Securities Regulation, Equities, Corporate Governance, Investment Advisory
Education
Creighton University School of Law 1991 — 1994
JD, Law
Lake Forest College 1983 — 1987
Bachelor of Arts (B.A.), International Relations and Affairs
The American University of Paris 1985 — 1986
Jr. Year Abroad, International Relations
AGF Management Limited July 2011 - Present
State Street Global Services - Alternative Investments June 2008 - June 2011
State Street Bank and Trust - Alternative Investments January 2008 - June 2008
SSNC Technologies December 2006 - December 2007
State Street Bank and Trust November 2005 - November 2006
Skills
Mutual Funds, Bloomberg, Fund Accounting, Fixed Income, Hedge Funds, Derivatives, Equities, Securities, Fund Administration, Investments, Valuation, Alternative Investments, Investment Strategies, Financial Services, Portfolio Management
Education
McMaster University 2000 — 2004
Hon B. Commerce, Computer Science, Accounting Major; Mathematics
Manulife Financial January 2007 - Present
CI Financial March 2004 - January 2007
Unisen Inc February 2003 - March 2004
AGF Management Limited May 1999 - February 2003
Skills
Financial Services, Project Management, Portfolio Management..., Change Management, Product Management, Business Process..., Project Delivery, Vendor Management, SDLC, Process Improvement, New Business Development, Financial Analysis, Banking, Portfolio Management
Education
The University of Western Ontario 1996 — 1997
BA, Economics
Canisius College 1993 — 1995
Economics
Northeastern Oklahoma A&M College 1992 — 1993
J.P. Morgan Chase, Chase Paymentech May 2004 - Present
AGF Management Limited January 2004 - May 2004
TD Canada Trust February 2003 - July 2003
Ivanhoe Cambridge October 1987 - March 2002
Skills
Project Management, Team Building, CRM, Call Centers, Change Management, Coaching, Training, Training Delivery
Education
Brock University
Presently, Bachelor of Education (BEd) in Adult Education
Ryerson University
Certificate, Training and Development
B2B Bank August 2012 - Present
AGF Management Limited February 2009 - July 2012
AGF Trust March 2008 - February 2009
AGF Trust January 2006 - March 2008
Skills
Analysis, Business Process, Risk Management, Banking, Business Analysis, Business Process..., Requirements Analysis, Management, Training, Quality Assurance, Outsourcing, Testing, Finance, Financial Services, CRM
Education
York University - Schulich School of Business 2008 — 2008
Masters Certificate in Business Analysis
McGill University
Bachelor of Arts (B.A.), Mass Communication/Media Studies
TransUnion of Canada July 2012 - Present
L&T Infotech November 2011 - July 2012
KLK Inc. July 2009 - December 2011
Mercer 2010 - 2011
Toronto Hydro July 2009 - April 2010
AGF Management Limited May 2007 - July 2009
Education
Brock University 1993 — 1995
Private Investment Counsel, Scotia Private Client Group January 2014 - Present
Open Mind Strategic Solutions Inc 2012 - January 2014
AGF Management Limited 2001 - 2012
TD 1990 - 2001
Skills
Mutual Funds, Asset Managment, Risk Management, Investments, Strategic Planning, Wealth Management, Mortgage Lending, Portfolio Management, Financial Services, Executive Management, Change Management, Insurance, Business Strategy, Strategic Financial..., Credit, Strategy, Finance, Banking, Business Analysis, Retail Banking, Leadership, Management
Education
University of Toronto - Rotman School of Management
Director's Education Program
Ivey School of Business
Canadian Institute of Chartered Accountants
CPA
Metrolinx March 2015 - Present
Gina Collymore Communications November 2011 - Present
Metrolinx February 2012 - February 2015
Access Copyright January 2010 - November 2011
AGF Management Limited June 2008 - January 2010
Parkinson Society Canada June 2007 - June 2008
Website Company November 2005 - January 2007
Rogers November 2003 - October 2004
Skills
Adobe Creative Suite, SharePoint, Editorial Skills, Press Releases, Newsletters, Media Relations, Corporate Communications, Public Relations, Internal Communications, Strategic Communications, Speech Writing, Social Media, Copywriting, Microsoft Office, Editing, Crisis Communications, Web Content, Publications, Editorial, SEO, Publishing, New Media, Marketing, Communications Planning, Magazines, Fundraising, Storytelling, Journalism
Education
Humber College 2001 — 2003
Diploma, Journalism
University of Toronto 1997 — 2001
Bachelor of Arts, English Literature
Fiera Capital Global Asset Management June 2015 - Present
Mackenzie Investments 2014 - 2015
AGF Management Limited 2009 - 2014
State Street Global Advisors (SSgA) 2003 - 2009
State Street 1999 - 2003
Skills
Asset Managment, Investments, Fixed Income, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Investment Management, Portfolio Management, Investment Strategies, Asset Allocation, ETFs, Series 7, Bloomberg, Series 63, Financial Modeling, Investment Advisory, Financial Analysis, Wealth Management, Trading, Derivatives, Institutional..., Financial Services, Bonds, Asset Management, Capital Markets, Financial Markets, Securities
Education
Northeastern University 2010 — 2012
Master of Business Administration (M.B.A.)
Framingham State University 1997 — 2001
Bachelor's Degree
Association for Talent Development (ATD) November 2014 - Present
Hewlett-Packard - Contract Position December 2013 - June 2014
AGF Management Limited December 2012 - June 2013
AGF Management Ltd. 2007 - November 2012
SS&C TECHNOLOGIES INC. (acquired Financial Models Company) 2005 - 2007
Financial Models Company 1997 - 2005
SRG Software 1998 - 2002
Skills
Business Intelligence, SDLC, Agile Methodologies, Microsoft SQL Server, Management, SQL, Business Analysis, Software Project..., Requirements Gathering, Solution Architecture, Business Process, Web Services, IT Strategy, C#, Database Design, Data Quality, Software Development, Appian, Oracle, CRM Integration, CRM databases, Data Analysis, Applications..., Product Management, Vendor Management, Salesforce.com, Cognos, Microstrategy, PL/SQL, Salesforce.com..., Apex Data Loader, Apex Programming, Data Migration, ETL, ETL Tools, Informatica
Education
McGill University 1991 — 1994
Bachelor of Arts (BA), Joint Honors History and Anthropology
Concordia University
Software Applications Development
National Bank Financial Wealth Management May 2012 - Present
AIC Funds Inc. 2006 - 2009
AGF Management Limited March 2005 - July 2006
ONE Financial January 2004 - March 2005
Maxxum Financial Services October 1999 - November 2002
BPI Mutual Funds January 1994 - September 1999
Skills
Wealth Management, Estate Planning, GICs, Retirement Planning, Investment Advisory, Mutual Funds, Stocks, Bonds, ETFs, Strategic Financial..., Tax-advantaged..., Insurance, Portfolio Management, Equities, Investment Strategies, Financial Planners, Investments, Financial Advisory, Asset Allocation, Financial Services, Finance, Asset Managment, Financial Analysis, Capital Markets, Asset Management, Wealth, Options, GIC, Alternative Investments, Trading, Fixed Income, Investment Management, Securities, Wealth Management...
Education
The University of Western Ontario - Richard Ivey School of Business 1985 — 1987
MBA, Business Administration and Management, General
The University of Western Ontario 1982 — 1984
MA, Physical Education
University of Toronto 1978 — 1982
BPHE, Physical and Health Education
Riverdale Collegiate Institute 1973 — 1978
OSSGD
AGF Management Limited April 2011 - Present
BNY Mellon July 2001 - March 2011
Skills
Portfolio Management, Equities, Asset Management, Mutual Funds, Fixed Income, Capital Markets, Bloomberg
Education
University of Leeds 1998 — 1999
MA, Economics & Finance
Sør-Trøndelag University College (HiST) 1994 — 1998
BA, Business Administration
Foreside Financial Group, LLC September 2007 - Present
Citigroup May 2004 - August 2007
AGF Management Limited February 1998 - December 2000
Price Waterhouse Management Consultants February 1996 - February 1998
Charles Schwab Investment Management 1992 - 1996
Mitsubishi Bank of California March 1987 - February 1992
Skills
Hedge Funds, Email Marketing
Education
Northeastern University 1979 — 1984
Bachelor of Science (BS), Accounting
RBC April 2015 - Present
BMO Nesbitt Burns, Wealth Management January 2014 - March 2015
RBC 2015 - 2015
RBC 2015 - 2015
RBC 2015 - 2015
CIBC, Credit Risk Management July 2011 - January 2014
Scotia Capital October 2008 - June 2011
AGF Management Limited September 2006 - September 2008
Dynamic Funds August 2000 - August 2006
Skills
SQL, Business Analysis, Data Modeling, User Acceptance Testing, Microsoft SQL Server, Software Development, SDLC, Visio, Business Requirements, Requirements Analysis, Agile Methodologies, Data Warehousing, Requirements Gathering, MS Project, Enterprise Architecture, Integration, Systems Analysis, Business Process, Software Project..., Software Documentation, ETL, UML, Solution Architecture, Quality Center, Risk Management, Database Design, SOA, ITIL, Functional..., Oracle, Databases, Vendor Management
Education
University of Edinburgh 1990 — 1991
MSc., Knowledge Based Systems
Ain Shams University 1984 — 1989
BSc., Computer Engineering
AGF Management Limited 2008 - Present
ScotiaMcLeod 2005 - 2008
TD Asset Management 1996 - 2004
Skills
Mutual Funds, Wealth Management, Investments, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Finance, Asset Management, Portfolio Management, Equities, Securities, ETFs, Separately Managed..., Retirement Planning, Financial Planning, Retirement, Financial Advisory, Investment Management, Wealth, Relationship Management, Capital Markets, Fixed Income, Financial Services
Education
Cdn Securities Institute
Chartered Investment Manager (CIM)
Concordia University
BComm, Finance
LMAC
Market Technicians Association
Chartered Market Technician (CMT), Technical Analysis
AGF Management Limited March 2014 - Present
Meadowbank Asset Management Inc. 2013 - March 2014
Sentry Investments 2012 - 2013
Scotia Asset Management LP., Toronto 2003 - 2011
Altamira Management Ltd, Toronto 2000 - 2002
GE Capital Electronics Services Inc., Santa Clara, California 1996 - 1999
Dun & Bradstreet, San Jose, California 1992 - 1996
Skills
Portfolio Management, Valuation, Equities, Asset Management, Private Equity, Venture Capital, Derivatives, Investments, Equity Research, Bloomberg, Investment Strategies, Financial Modeling, Financial Analysis, Market Neutral, Long & Short
Education
Santa Clara University - Leavey School of Business 1996 — 1998
MBA, Finance
Culver Stockton College 1988 — 1992
B.S., Computer Science
St. Xaviers's Collegiate School, Kolkata
AGF Management Limited January 2012 - Present
Bimcor 2004 - January 2012
TAL Global Asset Management 2003 - 2004
Financial Models Company 2000 - 2003
Skills
Performance, Attribution, Eagle, Performance Tuning, Performance Attribution, Performance Measurement, Business Analysis, Derivatives, Equities
Education
Concordia University 1993 — 1995
B.Comm., Finance and M.I.S.
CPA
CPA, Public Accountancy
McGill University
Vantage Point Investment Management September 2008 - Present
Goodman private wealth advisers May 2006 - September 2008
Franklin Templeton Investments October 2004 - May 2006
AGF Management Limited March 2001 - May 2004
TD Asset Management January 1991 - March 2001
Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Investment Strategies, Financial Analysis, Retirement, Investment Advisory, Relationship Management, Mutual Funds, Management, Insurance, Separately Managed..., Financial Advisory, Finance, Financial Services, Strategic Financial..., Retail Banking, Hedge Funds, Asset Management, Financial Planning
Education
Athabasca University 2004 — 2006
MBA
University of Calgary 1992 — 1995
BA, Law & Society
Renard Fernandes October 2009 - Present
CIBC January 2004 - October 2009
AGF Management Limited 2002 - 2003
Weizmann Ltd 1994 - 2001
Skills
Equities, Financial Services, Finance, Management Consulting, Mutual Funds, Investments, Portfolio Management, Derivatives, Fixed Income, Capital Markets, Banking, Securities, Options, Wealth Management, Retail Banking, Trading, Budgets, Financial Modeling, Customer Service, Accounting, Financial Reporting, Strategic Financial..., Negotiation, Investment Advisory
Education
Dalhousie University 2009 — 2011
MBA, Financial Services
Canadian Securities Institute 2010 — 2010
Chartered Investment Manager
Indian Institute of Management, Ahmedabad 1993 — 1994
MEP, Management
University of Mumbai
M.Com, Management
AGF Management Limited July 2012 - Present
AGF Management Limited April 2010 - July 2012
CIBC April 2009 - April 2010
Polyclinique de la Louvière February 2008 - June 2008
1001 listes - Filiale Téléshopping - TF1 January 2007 - June 2007
Skills
Financial Analysis, Teamwork, Team Leadership, Business Analysis, Banking, Mutual Funds, Investments, Microsoft Office, Financial Advisory, Marketing Strategy, Marketing Communications, Online Marketing, Market Research, Management, Marketing, Leadership, Sales, Business Development, Strategy, Analyse financière, Leadership d'équipe, Analyste commercial, Fonds mutuel, Banque, Communication marketing, Investissements, Stratégie marketing
Education
McGill University 2014 — 2015
Comprehensive Project Management, Project Management, Ongoing
IESEG School of Management 2006 — 2008
Master of Science in Management, Marketing
INSEEC 2005 — 2006
Bachelor en Commerce International (Bac+3), Commerce International - Marketing
Lycée Lamartine
Baccalaureat Francais Serie S -, Serie Scientifique, Mention Assez-Bien
suffolk university
Enbridge Gas Distribution September 2015 - Present
Fujitsu September 2014 - September 2015
Bank of Montreal February 2013 - August 2014
L&T Infotech February 2012 - December 2012
407 ETR November 2010 - February 2012
Direct Energy November 2009 - October 2010
Citi July 2008 - October 2009
CIBC July 2007 - June 2008
Hewlett-Packard March 2006 - December 2006
AGF Management Limited 2004 - 2006
Skills
PMO, Program Management, Virtualization, Data Center, Telecommunications, Change Management, Project Management, SDLC, Project Planning, Software Development, Management, Infrastructure, System Deployment, Team Management, Networking, Project Delivery, PMP, Servers, IT Strategy, Vendor Management, Project Portfolio..., Integration, Business Process, IT Management, Requirements Analysis, ITIL, SharePoint, MS Project, IT Service Management, Visio, Outsourcing, Requirements Gathering, Governance, Solution Architecture, Resource Management, Business Analysis, Disaster Recovery, Enterprise Architecture, Service Delivery, Software Project...
Education
Mohawk College 1985 — 1988
Computer Electronics
Marquest Asset Management Inc. June 2014 - Present
Marquest Asset Management September 2006 - June 2014
GGOF April 2004 - May 2006
AGF Management Limited January 2000 - June 2003
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management, Sales, Securities, Investment Advisory, Asset Management, Investment Strategies, Capital Markets, Equities, Finance, Financial Services, Asset Allocation
Education
Concordia University 1993 — 1997
b comm, finance
Manulife September 2009 - Present
Manulife Financial / AIC Funds 2007 - September 2009
Citi/Unisen/AGF 2001 - 2006
AGF Management Limited 1995 - 2001
Skills
AML, Risk Management, Investments, Securities, Insurance, Mutual Funds, Financial Analysis, Compliance, Corporate Governance, Financial Reporting, Financial Services, Securities Regulation
Education
McMaster University 1989 — 1993
Honours BA, Economics
BMO Gestion Mondiale d'Actifs November 2011 - Present
BMO Gestion Mondiale d'Actifs January 2010 - November 2011
AGF Management Limited March 2006 - January 2010
Industrielle Alliance March 2005 - March 2006
American Income Life September 2003 - March 2005
Skills
Mutual Funds, Sales, Investments, Business Development, Wealth Management, Portfolio Management, Investment Strategies, Strategic Financial..., Equities, ETFs, Insurance, Leadership, Retirement Planning, Financial Services, Finance, Financial Markets, Investment Advisory, Sales & Marketing..., Asset Allocation
Education
2008 — 2010
MBA, Services Financiers
2001 — 2004
BAA, Finance & Marketing
AGF Management Limited July 2013 - Present
Thrillworks June 2010 - June 2012
Garda July 2009 - May 2010
Canadian Tire Corporation January 2008 - May 2008
Humber College 2002 - 2008
Skills
CSS, Flash, HTML, Web Development, PHP, RedDot, Android Development, Java, mySQL, C#
Education
University of Guelph 2005 — 2008
Commputing, IT
Humber College 2005 — 2008
Wireless Telecommunication Technology, IT
Humber College 2002 — 2005
Computer Engineering, IT
Scotia Asset Management May 2013 - Present
Scotia Asset Management May 2010 - May 2013
AGF Management Limited April 2009 - April 2010
AGF Management Limited August 2005 - April 2009
AGF Management Limited December 2000 - August 2005
Subaru Canada Inc October 2000 - December 2000
Subaru Canada Inc August 1998 - October 2000
Ricoh Americas Corporation August 1997 - March 1998
RICOH Company Limited April 1995 - August 1997
Ricoh Asia Industry Shenzhen Limited February 1994 - April 1995
Skills
Investments, Mutual Funds, Asset Managment, Portfolio Management, Equities
Education
Canadian Securities Institute 2014 — 2015
Investment Management Techniques
Canadian Securities Institution 2013 — 2014
Canadian Securities Course
ARC Academy 1995 — 1996
Certified as a Japanese Language Teacher administered by the Japanese Ministry of Education, Japanese Language
Bunkyo University 1987 — 1989
Associate of Arts degree, English Language and English Literature
Schulich School of Business, York University
Competitive Intelligence – Benchmarking
Investment Funds Institute of Canada (IFIC)
The Canadian Investment Funds Operations Course
Assante Wealth Management May 2003 - Present
Spectrum Investments May 1996 - September 2002
AGF Management Limited July 1988 - May 1996
CANADA SYSTEMS GROUP ( CSG) May 1987 - June 1988
Skills
Mutual Funds, Financial Services, Business Analysis, Investments, Quality Assurance, User Acceptance Testing, Risk Management, Wealth Management, SDLC, Banking, Requirements Analysis, Portfolio Management, Asset Managment, Business Requirements, Insurance, Securities, Equities, Strategic Financial..., Asset Allocation, Trading, Hedge Funds, Process Improvement, Fixed Income, Pensions, Investment Strategies, Vendor Management, Leadership, Strategy, Financial Planning
Education
McGill High School 1986 — 1987
Book Keeping, Accounting Technology/Technician and Bookkeeping, Continuing education for Book Keeping
St Patrick's College
High School Diploma
AGF Management Limited July 2005 - Present
Merrill Lynch 1999 - 2002
Education
Ivey Business School at Western University 1983 — 1985
MBA
AGF Management Limited July 2014 - Present
AGF Management Limited April 2005 - July 2014
Morgan Keegan September 2004 - April 2005
L'Oreal China 1998 - 2002
Skills
Investments, Bloomberg, Portfolio Management, Mutual Funds, Investment Strategies, Equities, Asset Management, Alternative Investments, Investment Management, Wealth Management, ETFs, Fixed Income, Hedge Funds, Financial Services, Securities
Education
Beijing Foreign Studies University
Bachelor of Arts (B.A.)
Scotia Asset Management L.P> September 2011 - Present
AGF Management Limited April 2005 - August 2011
Freelance Journalism January 2004 - April 2005
Franklin Templeton Investments August 2004 - February 2005
Environmental Finance magazine December 2001 - December 2003
Euromoney June 1997 - September 1999
Skills
Investments, Marketing Communications, Corporate Communications, Mutual Funds, Investment Strategies, Writing, Strategic Communications, Wealth Management
Education
McGill University 1993 — 1997
BA, English Literature
Novo Nordisk Canada Inc. October 2012 - Present
RR Donnelley April 2011 - October 2012
FCT Insurance Company Ltd December 2007 - March 2011
AGF Management Limited February 2006 - November 2007
Baker Real Estate Corporation April 2005 - January 2006
Bank of China January 1991 - May 2003
Skills
Financial Reporting, Budgeting, Forecasting, Variance Analysis, Account Reconciliation, Corporate Tax, Sales Tax, Intercompany, Fixed Assets, SAP, Oracle Financials, Essbase, Hyperion, Finance, Analysis, Microsoft Excel
Education
CGA
Lanzhou University
MBA
Huazhong University of Science and Technology
AGF Management Limited December 2013 - Present
AGF Management Limited December 2012 - December 2013
AGF Management Limited June 2010 - December 2012
TD Asset Management 2004 - 2006
RBC Royal Bank 2001 - 2004
Genexxia Solutions June 1999 - October 2003
Fused Metals Inc April 2000 - April 2001
Skills
Information Management, Information Architecture, Financial Reporting, Project Management, Strategic Planning, Databases, Software Development, Web Development, Business Analysis, Investments, Portfolio Management, Mutual Funds, Risk Management, Vendor Management, Process Improvement, Financial Services, Management, Strategy, Access, Microsoft SQL Server
Education
McMaster University 1997 — 2001
Bachelor of Science; Honours, Computer Science Specialist
George S. Henry Academy 1994 — 1997
High School, Regular/General High School/Secondary Diploma Program
State Street August 2015 - Present
AGF Management Limited June 2013 - November 2013
The Canadian Depository for Securities Limited (CDS) September 2012 - January 2013
StatPro April 2011 - January 2012
Abercrombie & Fitch October 2009 - July 2010
HEALTHY DC FOUNDATION June 2002 - March 2007
AUTO PARTS WAREHOUSE May 2005 - August 2005
LAW OFFICE ANTHONY U MUONEKE May 2004 - August 2004
Skills
Financial Analysis, Corporate Actions, Securities, Data Analysis, Microsoft Office, Lotus Notes, Customer Service, Multitasker, Attention To Detail, Quality Assurance, Management, Research, Leadership, Analysis, Fixed Income, Equities, Risk Management, Managerial Experience, ThomsonOne, Financial Markets, Investment Banking, Financial Services, Capital Markets
Education
2003 — 2009
2009 BBA, Finance
St. Anne's - Belfield School 2001 — 2003
Centennial Regional High School
First Canadian Title August 2005 - Present
Adminsource 2000 - 2004
AGF Management Limited 1998 - 2000
AGF Management Limited 1997 - 1998
Skills
Business Analysis, Financial Services, Process Improvement, Insurance, Banking, Financial Analysis, Strategic Planning, Team Leadership, Business Intelligence
Education
Mohawk College 1994 — 1997
Business Admin, Business Admin
AGF Management Limited August 2014 - Present
McMaster University September 2009 - August 2015
Deloitte Canada September 2010 - August 2014
Ford Motor Company May 2008 - August 2009
Education
McMaster University 2005 — 2010
Honours Bachelor of Commerce (Graduated with Distinction)
Delia School of Canada 2000 — 2005
Scotiabank June 2013 - Present
Scotiabank May 2008 - June 2013
GMAC Mortgage 2007 - 2008
AGF Management Limited 2005 - 2007
Franklin Templeton Investments 2000 - 2004
Skills
Mutual Funds, Wealth Management, Product Management, Investments, Financial Services, Relationship Management, Securities, Investment Advisory, Investment Management, Portfolio Management
Education
Memorial University of Newfoundland 1994 — 1999
Bachelor of Commerce (B.Com.)
Manulife Asset Management July 2013 - Present
Manulife Asset Management January 2011 - July 2013
Hartford Investments January 2008 - January 2011
AGF Management Limited January 2006 - January 2008
Fidelity Investments April 2001 - January 2006
Russell Investments July 1997 - July 2000
Canada Trust November 1993 - July 1997
Education
McMaster University
CPOINT CAPITAL INC. ControllerCPOINT CAPITAL INC.October 2013 - Present
West Land Developments Ltd November 2010 - November 2013
KPMB Architects May 2008 - September 2010
Counterpoint Engineering September 2004 - April 2008
AGF Management Limited January 2002 - September 2004
AIG September 1999 - July 2001
Rosenbluth International September 1996 - September 1998
Lubbock Fine March 1996 - November 1996
Skills
QuickBooks, Sema4, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Project Management
Education
International University in Moscow (IUM) 1990 — 1992
Master's Degree, Municipal Management
Moscow Institute of Management 1985 — 1990
Bachelor's Degree, Business Administration, Management and Operations
AGF Management Limited August 2015 - Present
Cambridge Global Payments March 2015 - August 2015
Manulife Financial October 2011 - October 2014
Ready Set Recycle September 2009 - November 2011
Intact May 2010 - September 2010
Manulife Financial September 2008 - March 2009
Dalhousie University January 2008 - May 2008
City of Toronto April 2006 - September 2007
Skills
Microsoft Office, Microsoft Excel, Social Media, Photoshop, PowerPoint, Marketing, Management, Social Media Marketing, Customer Service, Time Management
Education
Dalhousie University 2006 — 2011
Bachelor's Degree, Commerce Co-op Major in Marketing
AGF Management Limited March 2012 - Present
AGF Management Limited September 2010 - February 2012
AGF Management Limited October 2008 - September 2010
Brock University / Community Living Welland Pelham January 2008 - August 2008
Brock University Office of Research Services November 2007 - December 2007
Brock University Skating Lab July 2007 - October 2007
Skills
HTML, CSS, XHTML, XML, PHP, JavaScript, ActionScript, Flash, Dreamweaver, Word, Excel, PowerPoint, WebTrends, Google Analytics, Lyris, Percussion, Camtasia, Photoshop, Illustrator, Web Design, Email Marketing, Email Design, Regular Expressions, WebTrends Analytics, Eloqua, Wordpress, HTML emails, Facebook, Microsoft Excel, WordPress, User Experience, Editing, Online Marketing, SEO, Web Development, Digital Marketing, Web Analytics, Web Project Management, Digital Strategy, SEM, Online Advertising, Corporate Branding, Content Strategy, Social Media Marketing, Digital Media, CMS, Management, Web Content Management, Social Media, Marketing
Education
University of Windsor 2000 — 2004
Bachelor of Arts (Honours), Communication Studies
McMaster University 2006 — 2007
Web Design & Development
Scotiabank April 2011 - Present
AGF Management Limited January 2011 - March 2011
Education
Concordia University 1984 — 1987
BA, History
For the Record Public Relations 2015 - 2015
Public Relations 2015 - 2015
Investment Industry Regulatory Organization of Canada (IIROC) June 2014 - December 2014
AGF Management Limited December 2012 - May 2014
City of Markham June 2007 - March 2013
Investment Industry Regulatory Organization of Canada (IIROC) July 2012 - November 2012
AGF Management Limited. May 2011 - May 2012
Town of Markham September 2008 - December 2011
Durham College January 2011 - April 2011
Skills
Public Relations, Corporate Communications, Marketing Communications, Media Relations, Event Planning, Social Media, Strategic Communications, Internal Communications, Fundraising, Editing, Public Speaking, Event Management, Non-profits, Social Media Marketing, Speech Writing, Facebook, Blogging, Proposal Writing, Research, Press Releases, Newsletters, Copywriting, Crisis Communications, Social Networking, Community Development, Communications Planning, Creative Writing, Proofreading, Public Affairs, Copy Editing, Web Content, Publicity, Corporate Social..., Marketing, Reputation Management, WordPress, Online Marketing, InDesign, Press Kits, Content Strategy, Internal, Feature Articles, Cision, Media Monitoring, Internal & External..., Office Management, Nonprofits
Education
Durham College 2009 — 2011
Public Relations
BMO Financial Group November 2013 - Present
Shoppers Drug Mart August 2013 - October 2013
Rogers Communications November 2011 - July 2013
ADP Canada May 2011 - November 2011
Butterfield Fulcrum January 2008 - April 2011
Mercer July 2007 - December 2007
AGF Management Limited January 2006 - May 2007
TD Bank Group January 2005 - January 2006
AllianceOne April 2004 - January 2005
Skills
Financial Reporting, Account Reconciliation, Financial Analysis, Accounting, Internal Controls, Auditing, Finance, Accounts Receivable, Financial Statements, Financial Accounting, Forecasting, Cash Flow, General Ledger, Accounts Payable, Corporate Finance, Management, Data Mining, Business Process..., Microsoft SQL Server, Excel Models
Education
Dalhousie University 1999 — 2003
Bachelor of Commerce, Accounting
Sentry Investments June 2015 - Present
ADP Canada March 2015 - Present
AGF Management Limited January 2005 - November 2014
Heart and Stroke Foundation of Canada March 2013 - June 2014
CM Investments - CIBC Asset Management January 2005 - December 2005
CI Funds January 2000 - January 2005
Skills
Mutual Funds, Investments, Wealth Management, Relationship Management, Financial Planners, Financial Services, Training Delivery, Training Programme..., Workshop Facilitation, Instructor-led Training, Organizational Design, Training, Investment Advisory, Leadership, Equities, Retirement Planning, Sales, Asset Allocation
Education
George Brown College 2005 — 2009
Teaching and Training, Instructing Adults
Centennial College 1998 — 2000
International Business
York University 1995 — 1997
Business, International Business
AGF Management Limited May 2012 - Present
AGF Management Limited May 2008 - April 2012
Manulife Financial February 2007 - April 2008
RBC Financial Group September 2005 - January 2007
RBC Financial Group April 2004 - August 2005
RBC Financial Group January 2002 - March 2004
RBC Financial Group February 2001 - December 2001
Skills
Financial Modeling, Portfolio Management, Asset Management, Financial Analysis, Equities, Valuation, Equity Research, Banking, Insurance, Real Estate, Asset Managment, Investments, Investment Strategies, Managerial Finance, Mutual Funds
Education
HEC Montreal
Masters (MSc), Finance
CFA Institute
CFA
The New School August 2015 - Present
The New School February 2015 - September 2015
Hansell LLP July 2015 - August 2015
Alice + Whittles June 2015 - August 2015
Hansell LLP February 2014 - July 2014
Hansell LLP October 2013 - January 2014
B2B Bank August 2012 - August 2013
AGF Management Limited May 2012 - July 2012
AGF Management Limited February 2012 - May 2012
University of Western Ontario September 2010 - April 2012
Skills
Research, Policy Analysis, Data Entry, Risk Analysis, Microsoft Office, Microsoft Excel, Social Media, Critical Thinking, Public Speaking, Time Management, Analysis, Data Analysis, PowerPoint, Marketing, Marketing Communications
Education
Parsons School of Design 2014 — 2016
Master of Arts (MA), Fashion Studies
University of Toronto 2015 — 2015
Coursework, French for Absolute Beginners
Ryerson University 2013 — 2014
Postgraduate Certificate, Retail Management
The University of Western Ontario 2007 — 2012
BA Hons., History and Political Science
Branksome Hall 1994 — 2007
Ontario Secondary School Diploma
AGL Resources May 2014 - Present
The Hackett Group April 2011 - March 2014
City of Brampton November 2009 - March 2011
Viacom August 2007 - October 2009
AGF Management Limited January 2007 - July 2007
Ernst & Young J&M Management Consulting GmbH January 2004 - December 2005
Tata Consultancy Services June 1998 - July 2000
Skills
PeopleSoft, Business Analysis, PeopleSoft HCM 9.2..., Peoplesoft Financials..., SQR, Application Engine, CI,..., XML Publisher, nVision,..., Data Conversion from..., PeopleSoft...
Education
Doctor Babasaheb Ambedkar Marathwada University 1990 — 1994
Bachelor of Technology (BTech), Computer Science and Engineering, First Grade with Distinction
AGF Management Limited July 2010 - Present
KKP Canada (Division of Kwik Kopy Printing) February 2009 - June 2010
Skills
Digital Printing, Microsoft Office, Microsoft Excel, Document Management, Print Management, Pre-press, Adobe Acrobat, Microsoft Word, Brochures, Packaging, Graphics, PowerPoint, Photoshop, Offset Printing, Layout
Education
George Brown College 1997 — 1997
Desktop publishing, Desktop Publishing
Middlefield.C.I 1992 — 1996
OSSD