AIM Trimark Investments
Industry: Company
DescriptionFounded: 1981 Parent organization: Invesco
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AIM Trimark Investments Employees
Ariad Communications 2010 - November 2014
Ariad Communications 2007 - 2010
AIM Trimark Investments 2006 - 2007
Grey Worldwide 2003 - 2006
ZS Associates 2002 - 2003
Institute of Market Driven Quality 1997 - 2000
Skills
Marketing Communications, Marketing, Integrated Marketing, Marketing Strategy, Strategy, Corporate Branding, Analytics, CRM, Customer Insight, Cross-functional Team..., Multi-channel Marketing, Leadership, Digital Marketing, B2B, Digital Strategy, Advertising
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
MBA, Strategy + Marketing
University of Toronto 1993 — 1997
Hon.B.Sc.
Tyco Safety Products Canada Limited January 2006 - Present
AIM Trimark Investments August 2005 - December 2005
Digital Security Controls March 2000 - May 2004
The Oshawa Group Limited April 1995 - March 2000
Skills
Employee Relations, Onboarding, Event Management, Employee Engagement, HRIS, Team Building, Talent Management, Recruiting, Personnel Management, Succession Planning, Deferred Compensation, Performance Management, Workforce Planning, Labor Relations, Human Resources, Compensation & Benefit, HR Policies, Job Descriptions, Talent Acquisition, Employment Law, Employee Benefits, Benefits Administration, Employee Training, Organizational..., FMLA, Leadership Development, Technical Recruiting, New Hire Orientations, Management
Education
York University 1989 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Seneca College of Applied Arts and Technology
Human Resources Management/Personnel Administration, General
Humber College
Business Administration and Management, General
Gensler October 2014 - Present
HOK January 2012 - September 2014
Filo Costa Design October 2003 - December 2010
SGH Design Partners October 2006 - June 2010
AIM Trimark Investments September 1997 - October 2002
Marshall Cummings October 1993 - September 1997
Skills
Strategic Partnerships, Inteior Design, Workplace Strategy, Furniture Design and..., Space Planning, Team Building, Communication Skills, LEED AP, Workplace Design, Project Management, Sustainable Design, Interior Architecture, Design Management, Interior Design, Space-planning, Rendering, Furniture, Sketching, Submittals, Design Research, Space planning, FF&E, Furnishings, Construction, Renovation
Education
University of Manitoba 1983 — 1988
Bachelor of Interior Design, Interior Design
The University of Western Ontario 1983 — 1984
Visual Arts and English
MD Financial Management July 2009 - Present
BMO Investorline April 2008 - April 2009
Altamira 2005 - 2007
Inco Ltd. 2002 - 2005
AIM Trimark Investments 1998 - 2002
Skills
Marketing Communications, Writing, Corporate Communications, Project Management, Strategic Communications, Editing, Financial Services, Creative Direction, Editorial, Internal Communications, Public Relations, Management, Marketing, CRM
Education
University of Guelph
Honors BA, English major / marketing & consumer studies minor
Royal Conservatory of Music - Toronto
Piano performance and music theory
Arabesque Management January 2007 - Present
Tilt, Inc. October 2013 - Present
Adler International Learning September 2012 - Present
Lee Hecht Harrison Knightsbridge October 2010 - Present
AIM Trimark Investments September 2004 - January 2007
AIM Trimark Investments January 2004 - September 2004
AIM Trimark Investments November 2000 - January 2004
AIM Trimark Investments July 1993 - October 2000
Royal Trust Corporation August 1989 - July 1993
Franklin Templeton Investments September 1986 - July 1989
Skills
Coaching, Workshop Facilitation, Talent Management, Performance Management, Team Leadership, Leadership, Human Resources, Executive Coaching, Career Counseling, Management, Business Development, MBTI, Strategy, Organizational..., Leadership Development, Financial Services, Change Management, Team Coaching, Mergers & Acquisitions, Project Management, Consulting, Recruiting, Program Management, Public Speaking, Team Building, Management Consulting, Project Planning, Employee Engagement, Fundraising, Public Spe
Education
Queen's University 1981 — 1983
Bachelor's Degree
T-Mobile May 2012 - Present
HSBC August 2010 - February 2012
Ford Motor Credit Company November 2007 - March 2009
Aerotek September 2006 - November 2007
AIM Trimark Investments December 2004 - May 2006
Skills
Customer Service, Excel, Word, Access, PowerPoint, Corporate Communications, Internal Communications, Resume Writing, Account Management, Analysis, Data Analysis, Customer Relations, Retail, Reporting & Analysis, Microsoft Excel, Budgets, Team Building, Sales, Microsoft Word, Accounting, Strategic Planning, Management, Cross-functional Team..., Vendor Management
Education
University of Denver 2000 — 2004
BSBA, Finance/Marketing
Friedberg Mercantile Group, Ltd. January 2011 - Present
Friedberg Mercantile Group January 2011 - March 2015
Cedarcroft Capital June 2010 - February 2011
Plaza Futures Group June 2006 - June 2010
Scotiabank Global Banking and Markets June 2006 - April 2010
AIM Trimark Investments 2006 - 2006
Skills
Investments, Options, Currency, Equities, Commodity, Hedge Funds, Hedging, Derivatives, Trading Systems, Foreign Exchange, Risk Management, Fixed Income, Asset Management, Trading
Education
Humber College 2003 — 2005
Financial Services
Thomson Reuters Carswell September 2009 - Present
Toshiba of Canada Ltd August 2004 - September 2009
AIM Trimark Investments May 2004 - August 2004
Marler Haley Inc May 2001 - March 2004
BCE Emergis January 2001 - May 2001
Valadeo Technologies March 1999 - May 2001
Education
Seneca College of Applied Arts and Technology 1997 — 1999
High Honours, Digital Media Arts
Letko Brosseau & Associates March 2011 - Present
Guardian Ethical Management 2005 - March 2011
AIM Trimark Investments 1999 - 2005
Skills
Asset Management, Mutual Funds, Financial Planning, Customer Relations, Investments, Capital Markets, New Business Development, Consultative Selling, Coaching, Wealth Management, Bonds, Equities
Education
CFA Institute 1989 — 1991
Chartered Financial Analyst Designation
University of Windsor 1984 — 1985
MBA, Finance
McGill University 1981 — 1984
B.Comm., Finance & International Business
CIBC Mellon August 2013 - Present
Franklin Templeton Investments June 2002 - April 2012
AIM Trimark Investments January 2000 - June 2002
CIBC Financial Planning August 1996 - January 2000
Skills
Mutual Funds, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Coaching, Build Strong Teams, Relationship Management, Business Development, Strategic Planning, Business Strategy, Team Leadership, Risk Management, Equities, Financial Services, Asset Management, Investment Strategies, Estate Planning, Asset Allocation, Portfolio Management, Investment Advisory, Securities, ETFs, Retirement, Fixed Income, Investment Management, Separately Managed..., Hedge Funds, Wealth, Financial Advisory, Banking, High Net Worth..., Wealth Management..., Pensions, Financial Planners, Bonds, Capital Markets, Financial Markets, Mentoring
Education
Ryerson University
ADP December 2012 - Present
Bailie Consulting 2012 - October 2013
Aon Hewitt January 2006 - 2012
Morneau Sheppell April 2001 - January 2006
AIM Trimark Investments October 1998 - March 2001
USC Education Savings Plan January 1997 - January 1998
Skills
Customer Service, Pension Administration, Benefits Administration, Employee Benefits, Pensions, Outsourcing, Call Center, Performance Management, HRIS, Vendor Management, HRO, Human Resources, HR Consulting, Insurance, Deferred Compensation
Education
Ryerson University
French Business Writing Certificate
York University
UCDSB 2010 - Present
IDEASol September 1998 - Present
PRICEDEX Software Inc. October 2008 - April 2010
Recognia Inc. 2010 - 2010
HOOPP February 2001 - October 2008
AIM Trimark Investments September 1998 - December 2000
Skills
.NET, Integration, Microsoft SQL Server, SQL, Software Development, Software Design, Requirements Analysis, SDLC, Business Intelligence, XML, T-SQL, Unix, Databases, Visual Basic, Software Project..., ASP.NET, OOP, Web Development, JavaScript, C#, VB.NET, Business Analysis, SOA, Architectures, Web Services, SSRS, Visual Studio, MSMQ, SQL Server, ITIL, VBA, Perl, TFS, Architecture, Version Control, Science, Data Analysis, Database Design
Education
1993 — 1995
Master of Applied Sciences, Electrical Engineering
1984 — 1989
Diploma in Electric Power Engineering (M.Eng), Electric Power Engineering
Nicolae Balcescu High School
Academic Math and Physics
TD Insurance Meloche Monnex October 2014 - Present
Gift Of Nature 2008 - Present
Nadia's Gifts 2006 - Present
Allied International Credit Corporation March 2014 - October 2014
BrandVenture Inc. November 2011 - October 2014
Invesco Trimark 2000 - 2006
AIM Trimark Investments 1998 - 2000
AIM Trimark Investments 1997 - 1998
Freedom 55 Financial 1995 - 1997
Skills
Investments, Entrepreneurship, Business Planning, Financial Analysis, Small Business, Nutrition, Research, Leadership, Customer Service, Sales, Management, Coaching, Training, Social Media Marketing, Business Development, Strategy, Marketing
Education
Registered Insurance Brokers of Ontario 2014 — 2014
RIBO Licence, Automobile, Property & Travel Insurance
Investment Funds Institute of Canada 1997 — 1997
Canadian Investments Funds
Life Underwriters Association of Canada 1996 — 1996
Life Insurance, Accident and Illness Insurance Licences
Ryerson University 1991 — 1995
BA, Accounting, Finance, Business Law
Senator O'Connor College School 1986 — 1991
OpenText August 2012 - Present
SOLGENIA North America November 2007 - July 2012
emFAST Inc. November 2003 - October 2007
Dell May 2000 - October 2003
AIM Trimark Investments January 1997 - April 2000
Sunlife Financial March 1992 - November 1996
Jack Fraser's Menswear March 1988 - February 1992
The Sports Network July 1987 - February 1988
Skills
Portuguese, Business Acumen, Conflict Resolution, Spanish, Consultative Selling, Lee Dubois advanced..., "Who moved my cheese"..., Selling Skills, Sales Management, Business Development, Selling, Marketing Strategy, Team Building, Sales Process, Account Management, Solution Selling, Channel, Management, Sales Operations, CRM, B2B, Channel Partners, Leadership, New Business Development, Sales, Salesforce.com, Strategic Planning
Education
Canadian Management Center 2008 — 2008
Conflict Resolution
Canadian Management Center 2008 — 2008
Sales Management - Level Two
Canadian Management Center 2007 — 2007
Sales Management
Centennial College 2004 — 2004
Level One Spanish
Centennial College 1987 — 1990
Radio and Television Broadcasting
Forum Corporation 1988 — 1988
Face to Face Selling Skills Course
Blue Tiger Design 1996 - 2012
CI Investments March 2006 - November 2008
AIM Trimark Investments November 2006 - March 2008
Xerox Business Services July 2004 - July 2006
Loop Enterprise 1996 - 2006
Xerox Business Services July 2003 - July 2004
Xerox Business Services October 2000 - July 2003
Skills
Creative Direction, Digital Printing, Print Management, Management, Advertising, Product Development, Project Management, Graphics, Marketing, Corporate Identity, Graphic Design, Integrated Marketing, Brochures, InDesign, Illustrator, Adobe Creative Suite, Corporate Branding, Art Direction, Web Design, Brand Development, Adobe Acrobat, Photoshop, Logo Design
Education
Humber College 1995 — 1996
Post Graduate Electronic Publishing, Design
Humber College 1993 — 1995
Advertising and Graphic Design, design
Slater Media Solutions April 2011 - Present
King's Crate March 2011 - January 2012
Invesco Trimark December 2003 - March 2011
AIM Trimark Investments December 2003 - January 2007
Interactive Horizons 2000 - 2002
Skills
PHP, XHTML, SQL, Web Development, SEO, Branding & Identity, Social Media, JavaScript, Web Design, Multimedia, HTML, Email Marketing, Online Advertising, Wordpress, CMS, Social Networking, Project Management, SEM, Google Analytics, User Experience, Web Analytics, E-commerce, WordPress, Social Media Marketing, Management
Education
Centennial College 1997 — 2000
Diploma, Computer Programming/Analysys
CI Investments Inc. June 2010 - Present
Cryptologic February 2008 - December 2008
AIM Trimark Investments January 2000 - January 2008
Jilin University- IT Consult Inc. June 1995 - August 1999
Education
Jilin University 1986 — 1990
Bs., Computer Science
Confidential July 2015 - Present
Northbridge Insurance/TruShield Insurance June 2013 - July 2015
Untamed Creative (untamedcreative.ca) 2006 - June 2015
Capital One Canada August 2006 - February 2011
AIM Trimark Investments August 2004 - 2006
Grey Canada (Direct & Interactive) 2002 - 2004
Warrillow & Co. (now CEB) 1999 - 2001
The PENTE Corporation May 1998 - November 1999
Wunderman November 1996 - May 1998
FCB Direct March 1995 - November 1996
Skills
Copywriting, Direct Marketing, Integrated Marketing, Creative Direction, Creative Strategy, Advertising, Digital Marketing, Marketing, Newsletters, Marketing Strategy, Content Strategy, B2B, Press Releases, Direct Mail, Social Media, Content Development, Corporate Branding, Interactive Advertising, Online Advertising, Strategy, Creative Writing, Financial Writing, Blogging, Writing Skills, consumer packaged goods, Retail, Brand Implementation, Writing, Speech Writing, Creative Concept..., Creative Development, small business marketing, non-profit, Creative Branding, Facebook campaigns, Digital Copywriting, insurance, Commercial Insurance, Email Marketing, Social Media Marketing, Brand Development, Digital Strategy, Interactive Marketing, Content Management, Content Marketing, Content Writing, SEO Copywriting, Facebook
Education
Grant Macewan College 1986 — 1988
Advertising & Public Relations
Toronto Police Service May 2011 - Present
Toronto Police Service September 2006 - May 2011
Toronto Police Service April 2006 - September 2006
AIM Trimark Investments May 2000 - April 2006
AIM Trimark Investments June 1999 - May 2000
PSINet April 1999 - July 1999
Interlog Internet Services January 1997 - April 1999
Skills
Disaster Recovery, Business Analysis, Security, IT Service Management, Project Management, Business Process..., System Administration, Project Planning, Data Center, Vendor Management, Information Security..., Information Security, IT Operations, Citrix, Databases, Unix, Customer Service, Business Intelligence, Telecommunications, Change Management, Corporate Security, Computer Forensics, Cybercrime, Governance
Education
Forensic Identification Services, Toronto Police Service 2010 — 2010
Scenes of Crime Officer (SOCO)
Ontario Police College 2006 — 2006
Basic Constable Training program
Seneca College of Applied Arts and Technology 1997 — 2000
Computer Programming and Operations
Pope John Paul II C.S.S. 1992 — 1997
OSSD
FundEX Investments Inc. January 2012 - Present
FundEX Investments Inc. November 2010 - January 2012
Invesco Canada (Invesco Trimark) July 2005 - November 2010
AIM Trimark Investments September 1999 - July 2005
Skills
Investments, Strategic Financial..., Asset Managment, Wealth Management, Portfolio Management, Banking, Financial Analysis, Sales, Investment Advisory, Budgets, Customer Service, Project Planning, Strategic Planning, Teamwork, Financial Services, Financial Planners, Mutual Funds, Business Development, Securities, Retirement, Relationship Management, Asset Management, Investment Strategies, Training, Financial Planning
Education
Cambrian College 1998 — 1999
HomEquity Bank December 2012 - Present
Dundee Bank of Canada September 2008 - April 2011
AIM Trimark Investments September 1996 - November 2007
AIM Trimark Investments September 1996 - November 2007
Skills
Business Development, Sales Management, Sales, New Business Development, Investments, Portfolio Management, Business Strategy, Team Leadership, Team Building, Strategic Planning, Coaching, Financial Services, Building Relationships, Strategic Financial..., Negotiation, Marketing Strategy, B2B, Reverse Mortgages, Mutual Funds, Financial Planning, Asset Management, Selling, Leadership, Marketing
Education
Humber College 1983 — 1985
Social Work
Father Henry Carr CHS 1977 — 1982
Dynamic Funds December 2011 - Present
AIM Trimark Investments January 2001 - January 2006
TD Asset Management January 1997 - January 2002
Toronto Star Business Today January 1987 - January 1995
Skills
Marketing Strategy, Corporate Communications, Marketing Communications, Public Speaking, Strategic Communications, Mutual Funds, Financial Services, Marketing, Investments, Asset Management, Speech Writing, Internal Communications
Education
Ryerson University 1981 — 1985
BAA, Journalism
Lawrence Park Collegiate Institute 1975 — 1980
Russell Investments March 2015 - Present
Aston Hill Financial Inc. June 2013 - March 2014
Sprott Asset Management February 2012 - May 2013
Dynamic Funds October 2008 - February 2012
Dynamic Funds July 2006 - October 2008
Acuity Funds May 2005 - July 2006
AIM Trimark Investments 2003 - May 2005
Skills
Wealth Management, Mutual Funds, Estate Planning, Alternative Investments, Retirement, Asset Managment, Financial Planners, Wealth, Investment Strategies, Relationship Management, ETFs, Investment Advisory, Hedge Funds, Fixed Annuities, Retirement Planning, Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Asset Management, Securities, Financial Advisory, Disability Insurance, Investment Management, High Net Worth..., Equities, Fixed Income, Financial Services
Education
British Columbia Institute of Technology / BCIT
Corporate Finance, Finance and Financial Management Services
Canadian Securities Institute
Canadian Securities Certificate
Belfry Wealth Management February 2015 - Present
IA Clarington Investments October 2012 - January 2015
Macquarie Private Wealth 2005 - 2012
BluMont Capital 2001 - 2005
AIM Trimark Investments 1999 - 2001
RBC Dominion Securities 1997 - 1999
Midland Walwyn Capital Inc. 1994 - 1997
Xerox Canada 1992 - 1994
Skills
Asset Managment, Investments, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Retirement Planning, Investment Strategies, Investment Management, People Development, Hedge Funds, Marketing Strategy, Product Marketing, Sales, Sales Management, Strategic Thinking, Multi Tasking, Fixed Income, Portfolio Optimization, Building Relationships
Education
Canadian Securities Institute
Certified Investment Manager
Carleton University
Bachelor of Arts
Inn from the Cold 2004 - Present
New Hope Church CRC 1998 - Present
Arrow Capital Management Inc May 2012 - May 2013
Mackenzie Financial September 2006 - August 2011
IA Clarington 2000 - 2004
AIM Trimark Investments 1991 - 1997
Skills
Mutual funds sales/..., Portfolio analysis -..., Business Analysis., Wealth Management, Investments, Alternative Investments, Asset Managment, Hedge Funds, Investment Strategies, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Advisory, Retirement, Financial Services, Portfolio Management, Investment Management, Financial Planners, Relationship Management, Financial Markets, Training, Business Planning, Business Development, Mutual Funds, Leadership, Financial Planning, Asset Management, Wealth, CRM, Asset Allocation, Management
Education
CSC
QUT
RBC Dominion Securities January 2013 - Present
Raymond James Ltd. September 2010 - January 2013
BMO Investments Inc. December 2008 - September 2010
AIM Trimark Investments December 1995 - December 2008
Skills
Canadian Investment..., Advanced Investment..., Registered Investment..., Sales Recruitment, Options Licensed, Rider Training..., Financial Advisory
Education
Bishop's University 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Economics
Seaway District High School 1987 — 1991
Nova Scotia Utility and Review Board October 2013 - Present
Nova Scotia Utility and Review Board January 2010 - October 2013
Government of Nova Scotia February 2006 - January 2010
AIM Trimark Investments September 2003 - February 2006
Empire Theatres 1997 - 2002
Skills
ArcGIS, Policy, Analysis, Data Analysis, Business Analysis, Microsoft Office, Public Speaking, Program Management, Strategic Planning, Project Planning, Policy Analysis, Public Policy, Government
Education
CMA Nova Scotia 2008 — 2010
Saint Mary's University 1998 — 2003
Bachelor of Commerce (B.Com.)
INTRIA 2013 - 2013
Bank of Montreal October 2011 - January 2012
Symcor July 2008 - September 2011
Symcor Inc July 2008 - September 2011
AIM Trimark Investments May 2006 - February 2008
AIM Trimark Investments 2006 - 2008
AIM Trimark Investments February 2005 - April 2006
IFDS August 1998 - September 2003
Education
Information Technology Institute 1997 — 1998
Postgraduate Diploma, Information Technology
University of Leeds 1992 — 1995
B.Sc. (Hons) Fuel &Combustion Science
RBC August 2015 - Present
CIBC October 2013 - August 2015
CIBC May 2013 - September 2013
CIBC June 2010 - May 2013
CIBC February 2007 - June 2010
AIM Trimark Investments July 2005 - January 2007
AIM Trimark Investments April 2003 - June 2005
AIM Trimark Investments August 2001 - March 2003
TD Waterhouse March 2000 - July 2001
Skills
Risk Management, Portfolio Management, Financial Risk, Strategy, Analysis, Finance, Financial Services, Management, Mutual Funds, Banking
Education
York University - Schulich School of Business 2003 — 2005
MBA, Economics & Strategic Management
York University - Schulich School of Business 1996 — 2000
BBA, Economics & Finance
CFA Institute 1999 — 2005
CFA
Certified General Accountants of Ontario 2000 — 2007
CGA
Ryerson University 2004 — 2006
Professional Certificate in Public Administration and Governance
York University 2004 — 2005
Professional Certificate in Human Resources, Human Resources Management
Concordia University 2005 — 2006
Certificate in Marketing
A.Y. Jackson Secondary School 1992 — 1996
CIBC Wealth Management November 2010 - Present
BMO Financial Group May 2010 - Present
CIBC Wealth Management April 2008 - May 2010
AIM Trimark Investments August 2004 - April 2008
Aimtrimark 2004 - 2008
Education
Yanshan University 1970 — 2000
Yanshan University 1980 — 1994
Yanshan University 1986 — 1990
Invesco PowerShares September 2011 - Present
Invesco Trimark December 2008 - March 2011
AIM Trimark Investments 2006 - 2007
AIM Trimark Investments 2005 - 2006
Skills
Analysis, Management, Project Management, Forecasting, Financial Analysis, Portfolio Management, Budgets, PMP, Risk Management, Leadership, Asset Managment, Asset Management, Business Analysis, Mutual Funds, Financial Modeling, Vendor Management, Finance, Mergers & Acquisitions, Investments, Strategic Planning, Product Management, Strategic Financial..., ETFs, Corporate Communications
Education
St. Francis University 2000 — 2004
B.Sc., Management Information Systems
BMO Capital Markets March 2011 - Present
D+H July 2009 - March 2011
Filogix June 2004 - July 2009
Basis 100 May 2002 - June 2004
AIM Trimark Investments January 2001 - May 2002
Skills
SQL, Unix, SDLC, Agile Methodologies, XML, Oracle, Unix Shell Scripting, Microsoft SQL Server, Enterprise Architecture, ETL, SOA, Data Modeling, PL/SQL, Data Warehousing, Hadoop, Informatica
Education
South China University of Technology 1993 — 1996
master, computer science
Huazhong University of Science and Technology 1987 — 1991
bachelor, computer science
huangshi er zhong
BMO Financial Group September 2014 - Present
Citi June 2008 - 2014
IFDS January 2006 - June 2008
International Financial Data Services March 2001 - November 2005
Aim Trimark Investments 1996 - 2001
Skills
Business Analysis, Mutual Funds, Project Management, Portfolio Management, Financial Services, Fund Administration, Financial Analysis, Relationship Management, Marketing, Equities, Vendor Management, Securities, Change Management, Team Leadership, Wealth Management, Investments, Hedge Funds, Process Improvement, Asset Managment, Management Consulting, Management, Risk Management, SDLC, Business Process..., Business Strategy, ETFs, Banking, Alternative Investments, Executive Management, Back Office, Business Development
Education
McMaster University 1989 — 1993
B.A., Economics
St. Mildred's Lightbourn
Infosys Limited 2011 - 2012
CIBC 2004 - 2010
AIM Trimark Investments 1995 - 2003
Skills
Mutual Funds, Portfolio Management, Investments, Derivatives, Financial Modeling, Equities, Financial Analysis, Business Analysis, Fixed Income, Strategic Financial..., Wealth Management, Risk Management, Capital Markets, Asset Managment, Financial Services, Bloomberg, Banking
Education
York University - Schulich School of Business 1994 — 1995
MBA, Finance
King's College London 1979 — 1982
BSc, Mathematics and Management
St Marys 1972 — 1978
National Bank Financial December 2005 - Present
Russell Investments January 2002 - January 2004
Fidelity Investments January 2000 - 2002
AIM Trimark Investments January 1995 - 2000
AGF Management Limited 1990 - 1995
Skills
Portfolio Management, Mutual Funds, Investments, Wealth Management, Investment Advisory, Investment Strategies, Equities, Asset Allocation, Asset Management, Strategic Financial..., Fixed Income, Financial Markets, Capital Markets, Alternative Investments, Securities, Derivatives, Bonds, Banking, Trading, Financial Analysis, Bloomberg, Financial Advisory, Corporate Finance
Education
Université de Sherbrooke 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
séminaire de Québec 1980 — 1981
CIBC October 2013 - Present
52 October 2009 - Present
Alliance Data March 2013 - September 2013
Bell July 2012 - March 2013
Scotiabank June 2011 - July 2012
TELUS January 2008 - June 2011
Aries Real Estate 2009 - 2010
Oracle 2000 - 2007
AIM Trimark Investments 2000 - 2002
ISM 1999 - 2002
Skills
SAML, Weblogic, Spring, Oracle HR, Enterprise Architecture, ESB, Websphere, SOA, Oracle SOA Suite, Executive Search, Web Services, EJB, Enterprise Software, Java Enterprise Edition, Software Development, Databases, Solution Architecture, Integration, Java, Oracle, REST, Architecture, Middleware, Hibernate, Cloud Computing, Agile Methodologies, SDLC, SaaS, PMP, Design Patterns, WebLogic
Education
Dalhousie University 1997 — 1999
MS, Computers
University of Pune 1993 — 1997
Bachelor Of Engineering, Computer Engineeing
Scotiabank March 2014 - Present
RBC Wealth Management October 2012 - Present
CGI October 2010 - March 2012
RBC Capital Markets October 2009 - October 2010
PureFacts Financial Solutions Inc. July 2009 - October 2009
Perimeter Financial August 2006 - March 2009
CIBC April 2004 - August 2006
AIM Trimark Investments January 2003 - April 2004
Skills
Trading Systems, Capital Markets, Electronic Trading, SDLC, Business Analysis, User Acceptance Testing, Quality Center, Requirements Analysis, Requirements Gathering, Test Planning, SQL, QTP
Education
Information Technology Institute 2003 — 2004
Post Graduation, Applied Information Technology
Post Graduation, Water Resources Management Engineering
Institut national d'Agronomie
MSc. Engineering, Water Resources Engineering
Novo Nordisk Delivery Technologies January 2010 - Present
AIM Trimark Investments June 2004 - December 2008
IBM Canada Ltd. September 2002 - June 2004
Education
Ryerson University 1998 — 2002
Bachelor of Engineering, Electrical/Computer
Parkdale Collegiate Institute 1993 — 1998
GEMSA Loan Services May 2014 - Present
SPCO Credit Union July 2007 - October 2013
Litton Loan Servicing January 2005 - June 2007
AIM Trimark Investments May 2004 - November 2004
Skills
Financial Analysis, Accounting
Education
Sam Houston State University 1997 — 2002
BBA, Accounting
John Hancock Funds May 2012 - Present
Merrill June 2006 - March 2012
Lincoln Financial Group February 2005 - May 2006
AIM Trimark Investments June 1998 - June 2004
Skills
Mutual Funds, Investments, Series 63, Wealth Management, Series 7, Retirement Planning, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Asset Management
Education
University of Houston 1990 — 1994
Finance
University of South Carolina-Columbia 1989 — 1990
Club Monaco October 2013 - Present
Roots November 2011 - October 2013
Roots July 2010 - December 2011
Coach - Bloor St. April 2009 - August 2010
GAP Brand, Gap Inc February 2007 - February 2009
ACTRA 2004 - 2009
French Connection Canada Ltd March 2005 - February 2007
French Connection February 2005 - February 2007
Ladies wear February 2004 - March 2005
AIM Trimark Investments April 2002 - September 2002
Skills
Retail, Merchandising, Inventory Management, Leadership, Sales, Training, Fashion, Forecasting, Customer Service, Store Management, Budgets, Product Marketing, Time Management, Profit, Apparel, Marketing, Store Operations, Human Resources, Management, Customer Satisfaction, Employee Relations, Income Statement, Teamwork, Loss Prevention, Selling, Visual Merchandising, Driving Results, Customer Experience, Analysis, Team Building, New Store Openings
Education
McMaster University 2000 — 2004
B.A., Theatre, Film, Business
McMaster University 1999 — 2003
Bachelor of Arts, Theatre and Film
Meadowvale S.S. 1995 — 1999
O.S.S.D.
Humber College
Post, Public Relations, Journalism/ New Media
Bristolgate Capital Partners Inc. May 2006 - Present
Bristolgate Capital Partners Inc. May 2006 - Present
AGO 2002 - 2008
Plazacorp Retail Properties April 2002 - April 2005
AIM Trimark Investments 1985 - 1994
Skills
Strategic Planning, Fundraising, Start-ups, Investments, Marketing Strategy, New Business Development, Wealth Management, Marketing Communications, Business Development, Social Media, Financial Risk, Business Analysis, Finance, Financial Services, Management, Strategy, Entrepreneurship, Public Speaking, Investment Strategies, Asset Management, Business Strategy, Sales Management, Small Business
Education
Queen's University 1972 — 1976
B. Comm, Honours
Queen's University 1972 — 1976
Bachelor of Commerce (B.Com.)
Charles Schwab April 2005 - Present
AIM Trimark Investments March 2001 - April 2005
Education
Texas A&M University 1992 — 1995
BBA, Marketing
AM Communications November 1999 - Present
AIM Trimark Investments March 1997 - October 1999
maranGraphics November 1995 - February 1997
Skills
Copy Editing, Editorial, Journalism, Editing, Copywriting, Public Speaking, Newsletters, Proofreading, Content Development, Feature Articles, Publications, Web Content, Magazines, Publishing, Corporate Communications, Press Releases, Freelance Writing
Education
McGill University 1989 — 1993
BA, First Class Honours, English Literature
University of Toronto Schools 1989 — 1993
Fidelity National Information Services August 2011 - Present
Citibank August 2008 - July 2011
Citibank Canada April 2007 - August 2008
Citibank Canada September 2000 - March 2007
CGI September 1998 - September 2000
AIM Trimark Investments August 1994 - August 1998
TD Canada Trust 1986 - 1994
Education
York University - Schulich School of Business
Centennial College
Invesco Canada (Invesco Trimark) September 2011 - Present
Wickware Communications January 2008 - August 2011
AGF Funds Inc. September 2001 - December 2007
A Bee & Company February 2001 - August 2001
Genesys Creative Inc. April 2000 - January 2001
Self-employed 1998 - 1999
AIM Trimark Investments 1997 - 1998
Skills
Adobe Acrobat, Adobe Creative Suite, Advertising, Annual Reports, Art, Art Direction, Brand Development, Branding, Brochures, Collateral, Corporate Branding, Corporate Identity, Creative Direction, Creative Strategy, Digital Marketing, Direct Mail, Graphic Design, Illustrator, Layout, Leadership, Logo Design, Marketing, Marketing Communications, Photoshop, Posters, Pre-press, Typography, Visual Communication, Branding, Graphics, Illustration, QuarkXPress, Packaging
Education
Durham College 1994 — 1996
Graphic Communications, Honors, Graphic Communications
Tandem Translation January 2000 - Present
AIM Trimark Investments 1998 - 2000
Imperial Life 1990 - 1998
Skills
Translation, Proofreading, Localization, Trados, Multilingual, Technical Translation, French, Terminology, Language Services
Education
Université Laval 1984 — 1987
B.A., Translation
Cégep de Jonquière 1981 — 1983
Humanities, D.E.C.
ScotiaMcLeod June 2013 - Present
DundeeWealth Inc May 2011 - September 2012
Scotia Asset Management L.P> November 2009 - May 2011
Scotia Asset Management 2009 - May 2011
ONE Financial Corporation August 2008 - June 2009
AIM Trimark Investments September 2004 - August 2008
RBC Investments March 2003 - September 2004
CIBC Imperial Services 1999 - 2003
TD Asset Management Inc January 1997 - January 2000
Education
Brock University 1986 — 1989
Business, Economics
Gordon E. Perdue 1979 — 1985
IA Clarington December 2001 - Present
ClaringtonFunds December 2001 - January 2006
AIM Trimark Investments March 1998 - December 2001
Skills
Mutual Funds, Wealth Management, Leadership, Portfolio Management, Investments, Investment Advisory, Business Development, Financial Services, Asset Management, ETFs, Alternative Investments, Investment Strategies, Securities, Asset Allocation, Hedge Funds
Education
King's University College 1992 — 1996
Hons BA, Economics
Empire Life October 2011 - Present
BMO Guardian Funds May 2008 - March 2011
AIM Trimark Investments May 2006 - May 2008
AIM Trimark Investments October 2005 - May 2006
AIM Trimark Investments May 2003 - October 2005
CI Investments Inc. October 2000 - May 2003
Skills
Investments, Insurance, Estate Planning, Investment Strategies, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Mutual Funds, Asset Management, Financial Services, Financial Advisory, Sales
Education
The University of Alabama School of Law 1997 — 2000
Juris Doctor (JD), Law
Queen's University 1993 — 1997
Bachelor of Arts (Honours), History
Woodbury Financial Services February 2014 - Present
Nationwide Securites June 2009 - February 2014
Oppenheimer Funds September 2006 - August 2009
MFS Investment Management August 2004 - September 2006
AIM Trimark Investments August 2000 - August 2004
Chase August 1995 - August 2000
Skills
Investments, Retirement Planning, Mutual Funds, Series 7, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Alternative Investments, Retirement, Finance, Estate Planning, Asset Management, Management
Education
Baylor University 1991 — 1995
BBA, Marketing & International Business
EdgePoint Wealth Management Vice PresidentHartford InvestmentsMarch 2007 - November 2008
AIM Trimark Investments June 2001 - March 2007
Education
Mount Royal University
Certified Financial Planner (CFP)
University of Manitoba
Bachelor of Commerce (Honours), Finance, Marketing
Squareknot Agency December 2011 - Present
Direct Antidote January 2011 - December 2011
Direct Antidote 2007 - 2010
The Loyalty Group 2004 - 2007
The Loyalty Group 2002 - 2004
AIM Trimark Investments 1999 - 2001
Skills
HTML emails, CSS, Graphic Design, Responsive Email Design, Adobe Creative Suite, Process Automation, Email Marketing, Logo Design, Typography, Web Development, Wordpress, HTML, Graphics
Education
Seneca College of Applied Arts and Technology 1996 — 1999
Graphic Design
NEI Investments February 2011 - Present
Hartford Investments October 2006 - February 2011
Tricycle Asset Management December 2003 - September 2006
AIM Trimark Investments October 1998 - December 2003
Skills
Mutual Funds, Investments, Investment Strategies, Wealth Management, Portfolio Management, Asset Management, Financial Planning, Securities, Financial Services, Investment Advisory, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Retirement
Education
Laurentian University/Université Laurentienne 1993 — 1997
HBCOM, Finance, Investments, Economics
Microsoft June 2015 - Present
Rogers Communications November 2013 - June 2015
Sun Life Financial August 2011 - November 2013
Canada Lands Company June 2011 - August 2011
Jolera September 2008 - May 2011
Critical Mass October 2007 - September 2008
Centennial College October 2005 - October 2007
AIM Trimark Investments April 2005 - September 2005
Centennial College May 2004 - December 2004
Skills
Active Directory, Windows Server, VMware ESX, VMware, Microsoft Exchange, Servers, System Administration, Networking, Blackberry Enterprise..., DNS, VPN, Troubleshooting, Virtualization, Windows 7, Technical Support, Citrix, Firewalls, IIS, Network Security, Data Center, Cloud Computing, Windows, Microsoft SQL Server, Computer Hardware, Network Administration, IT Operations, Project Management, Strategic Planning, Technical Leadership
Education
Centennial College 2002 — 2006
Citi September 2011 - Present
Citco Fund Services January 2010 - September 2011
Citco Fund Services March 2007 - December 2009
Citco Fund Services June 2006 - March 2007
Citco Fund Services September 2005 - June 2006
AIM Trimark Investments June 2004 - September 2005
Skills
Fund Of Funds, Fund Accounting, Alternative Investments, Hedge Funds, Fixed Income, Fund Administration, Bloomberg
Education
University of Westminster 2002 — 2004
MSc, International Finance
Dalhousie University 1997 — 2002
BSc, Psychology
Canada Loyal Financial February 2014 - January 2015
Sun Life Financial May 2013 - January 2014
WSIB March 2003 - November 2011
WSIB June 2000 - March 2003
KPMG 1998 - 2000
Gordon Capital 1996 - 1998
AIM Trimark Investments 1990 - 1993
Skills
Vendor Management, Management, Team Building, Public Speaking, Customer Service, Leadership, Coaching, Project Planning, Strategic Planning, Strategic Financial..., Investments, Finance, Networking, Employee Benefits, Financial Services, Risk Management, Personal Financial..., Retirement Planning, Multi-generational..., Special Needs Trusts, Wealth Management, Autism Spectrum..., Life Insurance, Insurance, Disability Insurance, Health Insurance, Small Business, Financial Analysis, Business Analysis, Workers Compensation, Relationship Management, Business Process..., Financial Risk, Training, Claim, Policy, Analysis, Process Improvement, System Architecture, Change Management, Financial Planning
Education
George Brown College
Small business Management, Business Administration and Management, General
Eastern Commerce
High School, Business Administration and Management, General
Donna Stonehouse October 2013 - Present
Ontario Teachers' Pension Plan January 2003 - May 2013
AIM Trimark Investments 1998 - December 2002
Skills
Toastmasters...
Education
University of Windsor
Voiceover Workshop
Centennial College
Business
Bathurst Heights Secondary School
5- Yr. Arts & Science, 13
National Bank of Canada December 2007 - December 2010
Altamira Investment Services July 2006 - December 2007
AIM Trimark Investments March 2003 - November 2005
AIM Trimark Investments 2000 - 2003
TD Bank Group 1998 - 2000
TD Asset Management 1997 - 1998
Education
University of Toronto 1989 — 1992
MBA, Finance and Accounting
Queen's University 1985 — 1989
HBA, Economy
CI Investments Inc. March 1994 - April 2011
AIM Trimark Investments January 1993 - April 1993
Education
Centennial College 1985 — 1989
Programmer/Analyst, Business Administration
SEAMARK Asset Management 2002 - 2012
AIM Trimark Investments 1994 - 1999
Education
McMaster University 1981 — 1986
masters, economics
MD Investment Management December 2011 - Present
TD Waterhouse October 2004 - September 2011
Franklin Templeton Investments January 2000 - 2002
Global Strategy 1999 - 2000
Talvest Fund Management 1996 - 1999
AIM Trimark Investments 1992 - 1996
Royal Trust 1988 - 1992
Skills
Investments, Portfolio Management, Investment Strategies, Retirement Planning, Wealth, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Certified Financial...
Education
Sotheby's Works of Art 1984 — 1986
Art History
Queen's University 1980 — 1984
BA Honors, Art History, Criticism and Conservation
Marianopolis College 1979 — 1980
Social Sciences
The Study School 1968 — 1979
Dundee Corporation July 2011 - Present
DundeeWealth Inc. October 2006 - July 2011
Investors Group (MRS Trust Company Division) 2002 - 2006
AIM Trimark Investments 1998 - 2002
Skills
Requirements Gathering, Business Analysis, Project Management, Integration, CRM, Risk Management, Project Portfolio..., Strategy, Equities, SDLC, Financial Services, Business Requirements, IT Strategy, Management, Fixed Income, Mergers & Acquisitions, Microsoft Project, Sitecore, Enterprise Content..., Vendor Management
Education
University of Toronto
Certificate in Project Management
Ryerson Polytechnic University
Business Administration and Management, General
University of Santo Tomas
Bachelor of Applied Science (BASc), Statistics
National University of the Philippines
Bachelor of Applied Science (BASc), Chemical Engineering
JPMorgan Chase June 2010 - Present
AIM Trimark Investments July 2003 - June 2010
Skills
Banking, Investments,..., Series 7, Series 63, Life Insurance
Education
University of Houston 1998 — 2003
Bachelor's degree, Finance