AGF Trust Company
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AGF Trust Company Employees
Employee
Years
Job
Industry
Ruba Sambasivam Ruba Sambasivam's AGF Trust Company Experience January 2007 - May 2007
Job Operations Administrator at CFF Bank
Industry Banking
Experience
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
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
Arjen van der Wal Arjen van der Wal's AGF Trust Company Experience April 2010 - September 2010
Job ...
Industry Financial Services
Experience
CIBC Wood Gundy August 2015 - Present
Mackenzie Investments February 2014 - March 2015
HOOPP July 2012 - March 2013
Scotiabank Global Banking and Markets April 2011 - July 2012
AGF Trust Company April 2010 - September 2010
Fidelity Investments December 2008 - September 2009
Fidelity Investments June 2008 - November 2008
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2005
Skills
VBA, Business Process, Documentation, Business Analysis, Process Improvement
Education
Simon Fraser University
Bachelor of Business Administration
CIBC Wood Gundy August 2015 - Present
Mackenzie Investments February 2014 - March 2015
HOOPP July 2012 - March 2013
Scotiabank Global Banking and Markets April 2011 - July 2012
AGF Trust Company April 2010 - September 2010
Fidelity Investments December 2008 - September 2009
Fidelity Investments June 2008 - November 2008
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2005
Skills
VBA, Business Process, Documentation, Business Analysis, Process Improvement
Education
Simon Fraser University
Bachelor of Business Administration
Kristin (Forget) Botticella's AGF Trust Company Experience May 2008 - June 2013
Job Executive Assistant / Licensed Agent at Westboro Mortgage Investment Corporation
Industry Financial Services
Experience
Westboro Mortgage Investment Corporation February 2015 - Present
Only Mortgages Incorporated October 2014 - Present
The Mortgage Advisors October 2014 - January 2015
Street Capital June 2013 - February 2014
AGF Trust Company May 2008 - June 2013
MoneyConnect Inc. August 2006 - May 2008
Wells Fargo Financial April 2004 - April 2006
MoneyConnect Inc. March 2002 - April 2004
Skills
Credit Analysis, Credit Risk, Financial Risk, Credit, Investments, Portfolio Management, Mortgage Lending, Banking, Risk Management, Loans, Fraud, Mutual Funds, Financial Services, Compliance, Wealth Management, Funding, AML, Residential Mortgages
Education
Seneca College of Applied Arts and Technology 2003 — 2004
Financial Services Underwriting Diploma Program
Canadian Association of Accredited Mortgage Professionals (CAAMP)
Real Estate Institute of Canada
Mortgage Lending for Residential Housing
Westboro Mortgage Investment Corporation February 2015 - Present
Only Mortgages Incorporated October 2014 - Present
The Mortgage Advisors October 2014 - January 2015
Street Capital June 2013 - February 2014
AGF Trust Company May 2008 - June 2013
MoneyConnect Inc. August 2006 - May 2008
Wells Fargo Financial April 2004 - April 2006
MoneyConnect Inc. March 2002 - April 2004
Skills
Credit Analysis, Credit Risk, Financial Risk, Credit, Investments, Portfolio Management, Mortgage Lending, Banking, Risk Management, Loans, Fraud, Mutual Funds, Financial Services, Compliance, Wealth Management, Funding, AML, Residential Mortgages
Education
Seneca College of Applied Arts and Technology 2003 — 2004
Financial Services Underwriting Diploma Program
Canadian Association of Accredited Mortgage Professionals (CAAMP)
Real Estate Institute of Canada
Mortgage Lending for Residential Housing
Ian Stewart, CCBA Ian Stewart, CCBA's AGF Trust Company Experience February 2007 - June 2008
Job Senior Business Analyst at Bank of Canada
Industry Information Technology and Services
Experience
Bank of Canada November 2012 - Present
Global IQX June 2008 - Present
AGF Trust Company February 2007 - June 2008
City of Toronto February 2002 - February 2007
Skills
Requirements Gathering, UML, Use Case Analysis, Business Analysis, Requirements Management, Business Process, BPMN, User Stories, Requirements..., Test Strategy, Test Cases, Activity Diagrams, Bug Tracking, Agile, Project Management, Project Coordination, MS Project
Education
The University of British Columbia / UBC 2012 — 2013
Certificate, Business Analysis
Athabasca University 2005 — 2012
General Concentration
City of Toronto 2006 — 2006
Management Certificate, Business Management Principles, n/a
Mohawk College 1999 — 2002
Diploma of Technology, Civil Engineering
Bank of Canada November 2012 - Present
Global IQX June 2008 - Present
AGF Trust Company February 2007 - June 2008
City of Toronto February 2002 - February 2007
Skills
Requirements Gathering, UML, Use Case Analysis, Business Analysis, Requirements Management, Business Process, BPMN, User Stories, Requirements..., Test Strategy, Test Cases, Activity Diagrams, Bug Tracking, Agile, Project Management, Project Coordination, MS Project
Education
The University of British Columbia / UBC 2012 — 2013
Certificate, Business Analysis
Athabasca University 2005 — 2012
General Concentration
City of Toronto 2006 — 2006
Management Certificate, Business Management Principles, n/a
Mohawk College 1999 — 2002
Diploma of Technology, Civil Engineering
Amit Hira's AGF Trust Company Experience November 2007 - June 2012
Job Credit Manager at B2B Bank
Industry Banking
Experience
B2B Bank July 2012 - Present
AGF Trust Company November 2007 - June 2012
Mortgage Intelligence November 2001 - October 2005
TD October 1998 - October 2001
Texas Instruments July 1997 - September 1998
Skills
Mortgage Lending, Underwriting, Credit Risk, Adjudication, Mortgage Underwriting
Education
The Ohio State University 1991 — 1995
B.S. Business Administration, Finance
La Martiniere 1978 — 1991
ISC
B2B Bank July 2012 - Present
AGF Trust Company November 2007 - June 2012
Mortgage Intelligence November 2001 - October 2005
TD October 1998 - October 2001
Texas Instruments July 1997 - September 1998
Skills
Mortgage Lending, Underwriting, Credit Risk, Adjudication, Mortgage Underwriting
Education
The Ohio State University 1991 — 1995
B.S. Business Administration, Finance
La Martiniere 1978 — 1991
ISC
Eric Larocque's AGF Trust Company Experience January 2012 - June 2013
Job Office Manager / Mortgage Agent at Mortgage Rate Inked
Industry Financial Services
Experience
TMG The Mortgage Group Ontario Inc May 2014 - Present
B2B Bank June 2013 - February 2014
AGF Trust Company January 2012 - June 2013
AGF Management Limited 2007 - January 2012
AGF 2006 - January 2012
AGF Trust Company April 2004 - February 2007
Skills
Mutual Funds, Financial Services, Corporate Communications, Marketing Strategy, Marketing Communications, Portfolio Management, Investments, Risk Management, Loans, Management, Marketing, Mortgage Lending, Relationship Management, Strategy, Banking
Education
Sheridan College 1998 — 2001
TMG The Mortgage Group Ontario Inc May 2014 - Present
B2B Bank June 2013 - February 2014
AGF Trust Company January 2012 - June 2013
AGF Management Limited 2007 - January 2012
AGF 2006 - January 2012
AGF Trust Company April 2004 - February 2007
Skills
Mutual Funds, Financial Services, Corporate Communications, Marketing Strategy, Marketing Communications, Portfolio Management, Investments, Risk Management, Loans, Management, Marketing, Mortgage Lending, Relationship Management, Strategy, Banking
Education
Sheridan College 1998 — 2001
Parshati Bhattacharjee's AGF Trust Company Experience November 2007 - February 2011
Job Business Analyst at Planet Energy
Industry Financial Services
Experience
Planet Energy November 2011 - November 2012
AGF Trust Company November 2007 - February 2011
Edward Jones June 2007 - October 2007
Skills
Analysis, Business Analysis, Project Planning, Project Management, Management, Data Analysis, Strategic Planning, Requirements Analysis, Microsoft Office, Business Strategy, Business Process..., Financial Analysis
Education
Queen's University 2002 — 2007
BA (Honours), Applied Economics
Planet Energy November 2011 - November 2012
AGF Trust Company November 2007 - February 2011
Edward Jones June 2007 - October 2007
Skills
Analysis, Business Analysis, Project Planning, Project Management, Management, Data Analysis, Strategic Planning, Requirements Analysis, Microsoft Office, Business Strategy, Business Process..., Financial Analysis
Education
Queen's University 2002 — 2007
BA (Honours), Applied Economics
Lachman Balani's AGF Trust Company Experience August 2002 - March 2004
Job Mortgage agent
Industry Financial Services
Experience
Independent Insurance Broker April 2011 - Present
Shah Financial Planning Inc. June 2010 - Present
Indo Canada Chamber of Commerce 2006 - Present
The Mortgage Centre April 2004 - Present
Cornell University 2002 - Present
Masala Mehndi Masti 2007 - 2012
Canadian Immigrant Magazine 2008 - 2010
Global Maxfin Investments Inc. 2004 - 2009
AGF Trust Company August 2002 - March 2004
Skills
Investments, Funding, Loans, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Finance, Mortgage Lending, Wealth Management, Investment Advisory, Securities, Portfolio Management, Financial Services, Financial Advisory, Disability Insurance, Strategic Planning, Credit, Insurance, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Planning, Corporate Finance, Credit Analysis, Equities, Estate Planning, Financial Analysis, Financial Planners, Financial Planning, Financial Risk, Fixed Annuities, Fixed Income, Insurance Planning, Life Insurance, Real Estate Financing, Relationship Management, Risk Management, Small Business, Wealth, Residential Mortgages, Investment Strategies
Education
Franklin Templeton 2008 — 2008
Certificate, Quotential Funds
Investment Funds Institute of Canada (IFIC) 2003 — 2003
IFIC certficate, Mutual Funds
Cornell University 1969 — 1973
Bachelor of Science, Engineering
American School of Tangier 1966 — 1969
High School Diploma, High school subjects
Independent Insurance Broker April 2011 - Present
Shah Financial Planning Inc. June 2010 - Present
Indo Canada Chamber of Commerce 2006 - Present
The Mortgage Centre April 2004 - Present
Cornell University 2002 - Present
Masala Mehndi Masti 2007 - 2012
Canadian Immigrant Magazine 2008 - 2010
Global Maxfin Investments Inc. 2004 - 2009
AGF Trust Company August 2002 - March 2004
Skills
Investments, Funding, Loans, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Finance, Mortgage Lending, Wealth Management, Investment Advisory, Securities, Portfolio Management, Financial Services, Financial Advisory, Disability Insurance, Strategic Planning, Credit, Insurance, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Planning, Corporate Finance, Credit Analysis, Equities, Estate Planning, Financial Analysis, Financial Planners, Financial Planning, Financial Risk, Fixed Annuities, Fixed Income, Insurance Planning, Life Insurance, Real Estate Financing, Relationship Management, Risk Management, Small Business, Wealth, Residential Mortgages, Investment Strategies
Education
Franklin Templeton 2008 — 2008
Certificate, Quotential Funds
Investment Funds Institute of Canada (IFIC) 2003 — 2003
IFIC certficate, Mutual Funds
Cornell University 1969 — 1973
Bachelor of Science, Engineering
American School of Tangier 1966 — 1969
High School Diploma, High school subjects
Caysie Santos's AGF Trust Company Experience June 2011 - August 2012
Job Ecommerce Fulfillment Associate at Sporting Life
Industry Health, Wellness and Fitness
Experience
Sporting Life November 2014 - August 2015
George Brown College February 2014 - August 2014
George Brown College January 2014 - August 2014
B2B Bank August 2012 - October 2013
AGF Trust Company June 2011 - August 2012
Pareto Staffing Group, Inc. February 2011 - April 2011
Skills
Customer Service, Microsoft Office, Time Management, Team Leadership, Team Building, Microsoft Word, Leadership, Analysis, Financial Analysis, Retail, Microsoft Excel, Photoshop, PowerPoint, Teamwork, Marketing, Training, Social Media Marketing, Marketing Strategy, Social Media, Sales, Risk Management, Social Networking, Coaching, Team Management, Advertising, Negotiation, Product Development, Merchandising, Event Planning, French, Interviews, Fashion, Adobe Creative Suite, WordPress, Visual Merchandising, Market Research, Budgets, InDesign, Outlook, Recruiting, Administration, Illustrator, Employee Training, Management, Blogging, Banking, Sales Management, Proofreading, Trend Analysis, Styling
Education
George Brown College
Practical Nursing
George Brown College 2014 — 2014
Pre-Health Science
Humber College 2008 — 2010
Fashion Arts
St. Edmund Campion Catholic Secondary School 2004 — 2008
Sporting Life November 2014 - August 2015
George Brown College February 2014 - August 2014
George Brown College January 2014 - August 2014
B2B Bank August 2012 - October 2013
AGF Trust Company June 2011 - August 2012
Pareto Staffing Group, Inc. February 2011 - April 2011
Skills
Customer Service, Microsoft Office, Time Management, Team Leadership, Team Building, Microsoft Word, Leadership, Analysis, Financial Analysis, Retail, Microsoft Excel, Photoshop, PowerPoint, Teamwork, Marketing, Training, Social Media Marketing, Marketing Strategy, Social Media, Sales, Risk Management, Social Networking, Coaching, Team Management, Advertising, Negotiation, Product Development, Merchandising, Event Planning, French, Interviews, Fashion, Adobe Creative Suite, WordPress, Visual Merchandising, Market Research, Budgets, InDesign, Outlook, Recruiting, Administration, Illustrator, Employee Training, Management, Blogging, Banking, Sales Management, Proofreading, Trend Analysis, Styling
Education
George Brown College
Practical Nursing
George Brown College 2014 — 2014
Pre-Health Science
Humber College 2008 — 2010
Fashion Arts
St. Edmund Campion Catholic Secondary School 2004 — 2008
Bo Zhang, CGA's AGF Trust Company Experience July 2007 - March 2008
Job Financial Analyst, CGA at BI&I
Industry Insurance
Experience
BI&I March 2008 - Present
AGF Trust Company July 2007 - March 2008
Home Trust Company. Toronto December 2005 - April 2007
Skills
Financial Analysis, Account Reconciliation, Financial Modeling, Finance, Variance Analysis, Financial Statements, Financial Reporting, Accounting, Forecasting, Analysis, Managerial Finance
Education
CGA designation
Southwestern University of Finance and Economics
B.A., Accounting
BI&I March 2008 - Present
AGF Trust Company July 2007 - March 2008
Home Trust Company. Toronto December 2005 - April 2007
Skills
Financial Analysis, Account Reconciliation, Financial Modeling, Finance, Variance Analysis, Financial Statements, Financial Reporting, Accounting, Forecasting, Analysis, Managerial Finance
Education
CGA designation
Southwestern University of Finance and Economics
B.A., Accounting
Prisca Etienne's AGF Trust Company Experience December 2010 - March 2011
Job Commercial Mortgage Analyst at RBC
Industry Commercial Real Estate
Experience
RBC January 2015 - Present
CIBC April 2011 - December 2014
AGF Trust Company December 2010 - March 2011
JPMorgan Chase July 2010 - November 2010
Skills
Business Analysis, Financial Analysis, Investments, Financial Reporting, Data Analysis, Forecasting, Accounting, Risk Management, Valuation, Business Strategy, Banking, Credit, Financial Risk
Education
Université de Moncton 2007 — 2010
Bachelor of Business Administration (BBA), Finance
University of Toronto
University of Toronto
RBC January 2015 - Present
CIBC April 2011 - December 2014
AGF Trust Company December 2010 - March 2011
JPMorgan Chase July 2010 - November 2010
Skills
Business Analysis, Financial Analysis, Investments, Financial Reporting, Data Analysis, Forecasting, Accounting, Risk Management, Valuation, Business Strategy, Banking, Credit, Financial Risk
Education
Université de Moncton 2007 — 2010
Bachelor of Business Administration (BBA), Finance
University of Toronto
University of Toronto
Dai He's AGF Trust Company Experience January 2011 - March 2011
Job Compensation Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson May 2012 - August 2012
Scotiabank August 2011 - December 2011
AGF Trust Company January 2011 - March 2011
KPMG China August 2010 - September 2010
China Development Bank May 2010 - June 2010
Skills
Data Analysis, Financial Analysis, VBA, Microsoft Excel, Microsoft Office, PowerPoint, Statistics, Teamwork
Education
London School of Economics and Political Science 2013 — 2014
Msc in Accounting and Finance
University of Toronto at Scarborough 2009 — 2013
Towers Watson May 2012 - August 2012
Scotiabank August 2011 - December 2011
AGF Trust Company January 2011 - March 2011
KPMG China August 2010 - September 2010
China Development Bank May 2010 - June 2010
Skills
Data Analysis, Financial Analysis, VBA, Microsoft Excel, Microsoft Office, PowerPoint, Statistics, Teamwork
Education
London School of Economics and Political Science 2013 — 2014
Msc in Accounting and Finance
University of Toronto at Scarborough 2009 — 2013
Yolanda Huang's AGF Trust Company Experience September 2007 - April 2008
Job Cost Accountant at N2 Ingredients Inc.
Industry Accounting
Experience
N2 Ingredients Inc. July 2013 - Present
Mandy Hu, CGA January 2012 - July 2013
Mackel & Associates, CA October 2008 - December 2010
AGF Trust Company September 2007 - April 2008
BDO LLP January 2007 - April 2007
Skills
Bookkeeping, Bank Reconciliation, Year-end Close, Full accounting cycle, HST/GST remittance, Month End Close, Payroll remittance, Financial Statements, Corporate Tax, QuickBooks, Microsoft Excel, Microsoft Word, Caseware, Profile, Cantax, Quicken, Simply Accounting, Customer Service, Accpac, Access, Outlook, Accounts Payable
Education
George Brown College 2006 — 2008
Diploma, Business Accounting
Xidian University
Bachelor's degree, Mathematics
N2 Ingredients Inc. July 2013 - Present
Mandy Hu, CGA January 2012 - July 2013
Mackel & Associates, CA October 2008 - December 2010
AGF Trust Company September 2007 - April 2008
BDO LLP January 2007 - April 2007
Skills
Bookkeeping, Bank Reconciliation, Year-end Close, Full accounting cycle, HST/GST remittance, Month End Close, Payroll remittance, Financial Statements, Corporate Tax, QuickBooks, Microsoft Excel, Microsoft Word, Caseware, Profile, Cantax, Quicken, Simply Accounting, Customer Service, Accpac, Access, Outlook, Accounts Payable
Education
George Brown College 2006 — 2008
Diploma, Business Accounting
Xidian University
Bachelor's degree, Mathematics
Shamin Seepersad's AGF Trust Company Experience 2007 - 2011
Job Professional Mortgage Specialist
Industry Financial Services
Experience
Equity Financial Trust Company June 2013 - September 2014
AGF Trust Company 2007 - 2011
FirstLine Mortgages 1990 - 1996
Skills
Customer Service, Microsoft Office, Financial Analysis, Leadership, Risk Management, Finance, Banking, Sales, Project Management, Insurance
Education
Ryerson University 1978 — 1980
Diploma Marketing Management, Business Administration and Management, General
Rersidential Mortgage Underwriting - Centennial College
Equity Financial Trust Company June 2013 - September 2014
AGF Trust Company 2007 - 2011
FirstLine Mortgages 1990 - 1996
Skills
Customer Service, Microsoft Office, Financial Analysis, Leadership, Risk Management, Finance, Banking, Sales, Project Management, Insurance
Education
Ryerson University 1978 — 1980
Diploma Marketing Management, Business Administration and Management, General
Rersidential Mortgage Underwriting - Centennial College