Altamira Investment Services
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Altamira Investment Services Employees
Employee
Years
Job
Industry
Robin Faulkner Robin Faulkner's Altamira Investment Services Experience 2001 - 2003
Job Executive Assistant First Asset Investment Management
Industry Financial Services
Experience
First Asset February 2015 - Present
West Face Capital Inc. January 2013 - February 2015
Shorcan Brokers Limited December 2008 - September 2012
Toronto Stock Exchange September 2007 - December 2008
Toronto Stock Exchange June 2005 - September 2007
Altamira Investment Services 2001 - 2003
Skills
Event Planning, Project Finance, Supply Management, Travel Planning, Relationship Management, Solid computer skills, Charitable Gift Planning, Administrative..., Management, Fixed Income, Capital Markets, Investor Relations, Business Development, Trading, Derivatives, Equities, Bloomberg, Options
Education
Humber College 2001 — 2002
Kane and York Memorial
Kane and York Memorial
York Memorial
First Asset February 2015 - Present
West Face Capital Inc. January 2013 - February 2015
Shorcan Brokers Limited December 2008 - September 2012
Toronto Stock Exchange September 2007 - December 2008
Toronto Stock Exchange June 2005 - September 2007
Altamira Investment Services 2001 - 2003
Skills
Event Planning, Project Finance, Supply Management, Travel Planning, Relationship Management, Solid computer skills, Charitable Gift Planning, Administrative..., Management, Fixed Income, Capital Markets, Investor Relations, Business Development, Trading, Derivatives, Equities, Bloomberg, Options
Education
Humber College 2001 — 2002
Kane and York Memorial
Kane and York Memorial
York Memorial
Dylan McIntyre Dylan McIntyre's Altamira Investment Services Experience January 2006 - June 2006
Job Ad Operations
Industry Public Relations and Communications
Experience
TC Media March 2015 - September 2015
Media Experts March 2014 - February 2015
MediaVest April 2013 - March 2014
Scotiabank January 2013 - April 2013
Head Research September 2012 - October 2012
Carleton University Conference Services May 2009 - September 2009
Carleton University August 2008 - May 2009
Carleton University Conference Services May 2008 - August 2008
Francesco’s Coffee Company September 2007 - April 2008
Altamira Investment Services January 2006 - June 2006
Skills
Customer Service, Communication, Writing, Photoshop, Problem Solving, Strategic Planning, Project Management, Microsoft Office, Creativity, Critical Thinking, Teamwork, Data Entry, Leadership, Social Media Marketing, Marketing Communications, Facebook, Public Relations, Social Networking, Digital Strategy, Digital Media, Social Media, Digital Marketing, Online Advertising, Advertising
Education
Carleton University 2007 — 2011
Bachelor of Arts (B.A.) 2011, Communication Studies
TC Media March 2015 - September 2015
Media Experts March 2014 - February 2015
MediaVest April 2013 - March 2014
Scotiabank January 2013 - April 2013
Head Research September 2012 - October 2012
Carleton University Conference Services May 2009 - September 2009
Carleton University August 2008 - May 2009
Carleton University Conference Services May 2008 - August 2008
Francesco’s Coffee Company September 2007 - April 2008
Altamira Investment Services January 2006 - June 2006
Skills
Customer Service, Communication, Writing, Photoshop, Problem Solving, Strategic Planning, Project Management, Microsoft Office, Creativity, Critical Thinking, Teamwork, Data Entry, Leadership, Social Media Marketing, Marketing Communications, Facebook, Public Relations, Social Networking, Digital Strategy, Digital Media, Social Media, Digital Marketing, Online Advertising, Advertising
Education
Carleton University 2007 — 2011
Bachelor of Arts (B.A.) 2011, Communication Studies
Peter Rizakos Peter Rizakos's Altamira Investment Services Experience July 1993 - August 2002
Job President, Marret Resource Corp.
Industry Investment Management
Experience
Marret Resource Corp. March 2014 - Present
Marret Asset Management January 2011 - December 2013
Accelerator Capital Management Inc. January 2008 - December 2012
Jov Funds Management January 2006 - December 2007
Charterhouse Management October 2003 - December 2005
Altamira Investment Services July 1993 - August 2002
Skills
Asset Management, Investments, Alternative Investments, Hedge Funds, Capital Markets, Mutual Funds, Securities, Wealth Management, Investment Strategies, Equities
Education
INSEAD
Master of Business Administration (MBA)
York University - Osgoode Hall Law School
Bachelor of Laws (LLB)
Marret Resource Corp. March 2014 - Present
Marret Asset Management January 2011 - December 2013
Accelerator Capital Management Inc. January 2008 - December 2012
Jov Funds Management January 2006 - December 2007
Charterhouse Management October 2003 - December 2005
Altamira Investment Services July 1993 - August 2002
Skills
Asset Management, Investments, Alternative Investments, Hedge Funds, Capital Markets, Mutual Funds, Securities, Wealth Management, Investment Strategies, Equities
Education
INSEAD
Master of Business Administration (MBA)
York University - Osgoode Hall Law School
Bachelor of Laws (LLB)
Cheryl Reich, MBA, PFP Cheryl Reich, MBA, PFP's Altamira Investment Services Experience 2006 - 2009
Job Compliance Associate at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors October 2012 - Present
Investment Planning Counsel Corp - DiBrina Sure Wealth Management November 2009 - August 2012
National Bank of Canada 2008 - 2009
Altamira Investment Services 2006 - 2009
Skills
Professional Financial..., Canadian Securities..., Branch Managers Course...
Education
Laurentian University/Université Laurentienne
Master of Business Administration (MBA), MBA
The University of Western Ontario
Bachelor's degree, Finance and Administration
Wasatch Advisors October 2012 - Present
Investment Planning Counsel Corp - DiBrina Sure Wealth Management November 2009 - August 2012
National Bank of Canada 2008 - 2009
Altamira Investment Services 2006 - 2009
Skills
Professional Financial..., Canadian Securities..., Branch Managers Course...
Education
Laurentian University/Université Laurentienne
Master of Business Administration (MBA), MBA
The University of Western Ontario
Bachelor's degree, Finance and Administration
Glenn Cooper Glenn Cooper's Altamira Investment Services Experience April 1996 - January 2007
Job Senior Manager, Public Relations & Social Media at Aviva Canada
Industry Insurance
Experience
Aviva Canada June 2008 - Present
Cardinal Health - Source Medical May 2007 - June 2008
Altamira Investment Services April 1996 - January 2007
Skills
Public Relations, Corporate Communications, Marketing Strategy, Media Relations, Internal Communications, Marketing Communications, Corporate Social..., Advertising, Social Media, Event Management, Event Planning, Strategic Communications, Internal & External..., Communication Training, Project Management, Marketing, Speech Writing, Communications Planning, Press Releases, Copywriting, Brand Management, Crisis Management, Content Strategy, Spokesperson, Publicity, Editing, Corporate Events, Broadcast Television, Interpersonal Skill, Communication Skills, Social Media Marketing, Direct Marketing
Education
Queen's University 2004 — 2004
Executive Leadership Program
Durham College 1992 — 1996
Diploma, Public Relations and Advertising Administration
Aviva Canada June 2008 - Present
Cardinal Health - Source Medical May 2007 - June 2008
Altamira Investment Services April 1996 - January 2007
Skills
Public Relations, Corporate Communications, Marketing Strategy, Media Relations, Internal Communications, Marketing Communications, Corporate Social..., Advertising, Social Media, Event Management, Event Planning, Strategic Communications, Internal & External..., Communication Training, Project Management, Marketing, Speech Writing, Communications Planning, Press Releases, Copywriting, Brand Management, Crisis Management, Content Strategy, Spokesperson, Publicity, Editing, Corporate Events, Broadcast Television, Interpersonal Skill, Communication Skills, Social Media Marketing, Direct Marketing
Education
Queen's University 2004 — 2004
Executive Leadership Program
Durham College 1992 — 1996
Diploma, Public Relations and Advertising Administration
Jessica Steinberg Jessica Steinberg's Altamira Investment Services Experience December 2002 - June 2008
Job Director, Wealth Management Communications at CIBC
Industry Public Relations and Communications
Experience
CIBC April 2013 - Present
Rotman School of Management May 2011 - October 2012
PricewaterhouseCoopers June 2008 - May 2011
Altamira Investment Services December 2002 - June 2008
Altamira Investment Services October 2001 - December 2002
CIBC July 2000 - October 2001
Skills
Corporate Communications, Marketing Communications, Strategic Communications, Internal & External..., Crisis Communications, Change Management, Investor Relations, Media Relations, Product Marketing, Project Management, Business Strategy, Communications Planning, Reputation Management, Strategic Planning, Speech Writing, Financial Services, Executive Management, Strategy, Leadership, Public Relations
Education
University of Toronto - Rotman School of Management 2011 — 2013
Master of Business Administration (MBA)
SDA Bocconi 2012 — 2012
University of Toronto
BA
Canadian Securities Institute
Professional Financial Planning Course (PFPC)
Canadian Securities Institute
Canadian Securities Course (CSC)
Investment Funds Institute of Canada
Canadian Investment Funds Course (IFIC)
CIBC April 2013 - Present
Rotman School of Management May 2011 - October 2012
PricewaterhouseCoopers June 2008 - May 2011
Altamira Investment Services December 2002 - June 2008
Altamira Investment Services October 2001 - December 2002
CIBC July 2000 - October 2001
Skills
Corporate Communications, Marketing Communications, Strategic Communications, Internal & External..., Crisis Communications, Change Management, Investor Relations, Media Relations, Product Marketing, Project Management, Business Strategy, Communications Planning, Reputation Management, Strategic Planning, Speech Writing, Financial Services, Executive Management, Strategy, Leadership, Public Relations
Education
University of Toronto - Rotman School of Management 2011 — 2013
Master of Business Administration (MBA)
SDA Bocconi 2012 — 2012
University of Toronto
BA
Canadian Securities Institute
Professional Financial Planning Course (PFPC)
Canadian Securities Institute
Canadian Securities Course (CSC)
Investment Funds Institute of Canada
Canadian Investment Funds Course (IFIC)
Michelle Palma Michelle Palma's Altamira Investment Services Experience October 2007 - December 2008
Job Regional Leader at PFSL Investments Canada
Industry Banking
Experience
PFSL Investments Canada April 2010 - Present
National Bank of Canada January 2009 - February 2010
Altamira Investment Services October 2007 - December 2008
Aquilon Capital Corporation June 2005 - October 2007
PFSL Investments October 2000 - May 2005
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Investment Strategies, Management, Trading, Insurance, Finance, Training, Mutual Funds, Wealth Management, Investments, Banking, Financial Services, Relationship Management, Financial Markets, Financial Analysis, Asset Management, Sales, Credit
Education
Sheridan College 1998 — 2000
Finance, Marketing, HR Management
PFSL Investments Canada April 2010 - Present
National Bank of Canada January 2009 - February 2010
Altamira Investment Services October 2007 - December 2008
Aquilon Capital Corporation June 2005 - October 2007
PFSL Investments October 2000 - May 2005
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Investment Strategies, Management, Trading, Insurance, Finance, Training, Mutual Funds, Wealth Management, Investments, Banking, Financial Services, Relationship Management, Financial Markets, Financial Analysis, Asset Management, Sales, Credit
Education
Sheridan College 1998 — 2000
Finance, Marketing, HR Management
Elias-John Kies, CFA, CQF Elias-John Kies, CFA, CQF's Altamira Investment Services Experience 2005 - 2006
Job Finance and Technology Specialist
Industry Financial Services
Experience
EDGAR Online, Inc. April 2007 - Present
XBRL Quality Review Team (XQRT) December 2009 - December 2010
CPMS (Computerized Portfolio Management Services) 2006 - 2007
Altamira Investment Services 2005 - 2006
RBC Royal Bank 2002 - 2004
Skills
Asset Managment, Financial Reporting, Portfolio Management, Investments, Equities, Financial Analysis, Business Development, XBRL, IFRS, Asset Management, Market Data, Financial Modeling, Finance, Capital Markets, Derivatives
Education
Certificate in Quantitative Finance (CQF) 2010 — 2010
CQF Alumni, Quantitative Finance
New York University 2007 — 2009
Various Courses Completed
IBI - Investment Banking Institute 2007 — 2007
Financial Modeling Program
CFA Institute 2005 — 2007
CFA Charter
CSI - Canadian Securities Institute 2002 — 2004
FMA Designation - Financial Managment Adivsor
Wilfrid Laurier University 1998 — 2002
HBBA, Business
EDGAR Online, Inc. April 2007 - Present
XBRL Quality Review Team (XQRT) December 2009 - December 2010
CPMS (Computerized Portfolio Management Services) 2006 - 2007
Altamira Investment Services 2005 - 2006
RBC Royal Bank 2002 - 2004
Skills
Asset Managment, Financial Reporting, Portfolio Management, Investments, Equities, Financial Analysis, Business Development, XBRL, IFRS, Asset Management, Market Data, Financial Modeling, Finance, Capital Markets, Derivatives
Education
Certificate in Quantitative Finance (CQF) 2010 — 2010
CQF Alumni, Quantitative Finance
New York University 2007 — 2009
Various Courses Completed
IBI - Investment Banking Institute 2007 — 2007
Financial Modeling Program
CFA Institute 2005 — 2007
CFA Charter
CSI - Canadian Securities Institute 2002 — 2004
FMA Designation - Financial Managment Adivsor
Wilfrid Laurier University 1998 — 2002
HBBA, Business
Kristen Fitzpatrick Kristen Fitzpatrick's Altamira Investment Services Experience January 2000 - June 2006
Job Compensation and Benefits Specialist at AGF Management Limited
Industry Financial Services
Experience
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
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
Elvira Palermo's Altamira Investment Services Experience May 1993 - February 1997
Job Senior Financial Services Marketing Professional
Industry Financial Services
Experience
B2B Bank November 2011 - Present
M.R.S. Inc. February 2009 - November 2011
M.R.S. Inc. April 2008 - February 2009
Meridian Credit Union April 2005 - May 2006
HEPCOE Credit Union September 1997 - April 2005
Altamira Investment Services May 1993 - February 1997
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Internal Communications, Event Planning, Corporate Communications, Advertising, Event Management, Fundraising, Writing, Product Marketing, Marketing, Financial Services, Change Management, Banking, Performance Management, Coaching, Mortgage Underwriting, Mutual Funds, Dealers, Financial Planners, Branch Management, Team Management, Corporate Branding, Building Brand Awareness, Creative Direction, Strategic Communications, Leadership, Digital Marketing, Relationship Management, Market Research, Integrated Marketing, Email Marketing, Direct Marketing, Management, Strategy, Financial Planning, Investments
Education
York University
Bachelor, Political Science
Canadian Securities Institute (CSI)
Canadian Securities Course
York University - Schulich School of Business
Marketing Management; Project Management
Centennial College
New Media In E-Commerce
Centennial College
Teacher/Trainer of Adults
B2B Bank November 2011 - Present
M.R.S. Inc. February 2009 - November 2011
M.R.S. Inc. April 2008 - February 2009
Meridian Credit Union April 2005 - May 2006
HEPCOE Credit Union September 1997 - April 2005
Altamira Investment Services May 1993 - February 1997
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Internal Communications, Event Planning, Corporate Communications, Advertising, Event Management, Fundraising, Writing, Product Marketing, Marketing, Financial Services, Change Management, Banking, Performance Management, Coaching, Mortgage Underwriting, Mutual Funds, Dealers, Financial Planners, Branch Management, Team Management, Corporate Branding, Building Brand Awareness, Creative Direction, Strategic Communications, Leadership, Digital Marketing, Relationship Management, Market Research, Integrated Marketing, Email Marketing, Direct Marketing, Management, Strategy, Financial Planning, Investments
Education
York University
Bachelor, Political Science
Canadian Securities Institute (CSI)
Canadian Securities Course
York University - Schulich School of Business
Marketing Management; Project Management
Centennial College
New Media In E-Commerce
Centennial College
Teacher/Trainer of Adults
Banguu Delle's Altamira Investment Services Experience 2005 - November 2007
Job Financial Advisor at Altamira Investment Services
Industry Financial Services
Experience
Golden Palm Investments January 2010 - Present
National Bank of Canada November 2007 - December 2009
Altamira Investment Services 2005 - November 2007
Altamira Investment Services October 2005 - September 2006
Education
University of Regina 1999 — 2004
Golden Palm Investments January 2010 - Present
National Bank of Canada November 2007 - December 2009
Altamira Investment Services 2005 - November 2007
Altamira Investment Services October 2005 - September 2006
Education
University of Regina 1999 — 2004
Jack Bergmans CFP's Altamira Investment Services Experience January 2000 - September 2008
Job Senior AdvisorOwner Bequest Insurance/ Advanced TaxSmart Retirement and Investment Strategies
Industry Investment Management
Experience
Bequest Insurance 2011 - Present
Manulife Investments October 2008 - April 2011
Altamira Investment Services January 2000 - September 2008
BMO Nesbitt Burns 1996 - 1999
Skills
Estate Planning, Retirement Planning, Insurance, Wealth Management, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Asset Managment, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Equities, Retirement, Relationship Management, Investment Management, Finance, Financial Services, Financial Advisory, Financial Planners, Asset Management, Alternative Investments, Wealth Management..., High Net Worth..., ETFs, Wealth, Fixed Annuities, Bonds, Travel Insurance, Financial Planning, Management, Fixed Income
Education
George Brown College
Hotel Management, Hotel and Restaurant Management
York University
Bequest Insurance 2011 - Present
Manulife Investments October 2008 - April 2011
Altamira Investment Services January 2000 - September 2008
BMO Nesbitt Burns 1996 - 1999
Skills
Estate Planning, Retirement Planning, Insurance, Wealth Management, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Asset Managment, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Equities, Retirement, Relationship Management, Investment Management, Finance, Financial Services, Financial Advisory, Financial Planners, Asset Management, Alternative Investments, Wealth Management..., High Net Worth..., ETFs, Wealth, Fixed Annuities, Bonds, Travel Insurance, Financial Planning, Management, Fixed Income
Education
George Brown College
Hotel Management, Hotel and Restaurant Management
York University
Abdullah Ghori, CFP®'s Altamira Investment Services Experience 2005 - 2008
Job RBC Dominion Securities
Industry Banking
Experience
RBC May 2013 - Present
First Asset 2012 - April 2013
National Bank of Canada 2008 - 2011
Altamira Investment Services 2005 - 2008
Edward Jones 2003 - 2005
Skills
CRM, Strategy, New Business Development, Business Development, Sales, Investments
Education
University of Leeds 1994 — 1997
BA Hons in Business Management, Business/Managerial Economics
George Brown College
RBC May 2013 - Present
First Asset 2012 - April 2013
National Bank of Canada 2008 - 2011
Altamira Investment Services 2005 - 2008
Edward Jones 2003 - 2005
Skills
CRM, Strategy, New Business Development, Business Development, Sales, Investments
Education
University of Leeds 1994 — 1997
BA Hons in Business Management, Business/Managerial Economics
George Brown College
Chris Bayley's Altamira Investment Services Experience July 2006 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
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
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