Assante Asset Management
Industry: Company
DescriptionHeadquarters: Toronto, Canada Founded: 2004 Parent organization: CI Financial Subsidiaries: Assante Capital Management Inc., Assante Sports & Entertainment Inc., Assante Financial Management Ltd.
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Assante Asset Management Employees
Employee
Years
Job
Industry
Kim Shah Kim Shah's Assante Asset Management Experience December 2002 - June 2004
Job Manager, Business Analyst at Connor, Clark & Lunn Private Capital Ltd.
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital January 2013 - Present
Connor Clark & Lunn Private Capital October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc. April 2010 - September 2011
ESG Investing Group November 2009 - December 2010
CI Investments May 2006 - November 2008
Assante Wealth Management June 2004 - November 2008
Assante Asset Management December 2002 - June 2004
Assante Advisory Services June 2002 - December 2002
Dundee Wealth Management January 2002 - June 2002
Dundee Securities 1999 - 2002
Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics
Education
Ryerson University
Computer Science
St. Joseph's Convent 1990 — 1994
Canadian Securities Institute
Canadian Securities Course
Green Business League
Certified Green Consultant
Connor Clark & Lunn Private Capital January 2013 - Present
Connor Clark & Lunn Private Capital October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc. April 2010 - September 2011
ESG Investing Group November 2009 - December 2010
CI Investments May 2006 - November 2008
Assante Wealth Management June 2004 - November 2008
Assante Asset Management December 2002 - June 2004
Assante Advisory Services June 2002 - December 2002
Dundee Wealth Management January 2002 - June 2002
Dundee Securities 1999 - 2002
Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics
Education
Ryerson University
Computer Science
St. Joseph's Convent 1990 — 1994
Canadian Securities Institute
Canadian Securities Course
Green Business League
Certified Green Consultant
Lisa Magennis Lisa Magennis's Assante Asset Management Experience February 2000 - December 2000
Job Executive Recruiter at Axiom HRD
Industry Human Resources
Experience
Axiom Human Resource Development LLC December 2008 - Present
Health Canada June 2003 - December 2008
Transport Canada December 2003 - August 2004
Agriculture and Agri-Food Canada January 2001 - May 2003
Assante Asset Management February 2000 - December 2000
Manitoba Justice 1999 - February 2000
Delta Hotels 1998 - 1999
Skills
Talent Management, Succession Planning, Organizational..., Leadership Development, Performance Management, Recruitment/Retention, Organizational Learning, Talent Assessment, Budget Management, Adult Education, Talent Acquisition, Budgets, Employee Relations, Human Resources, Career Counseling, Training, Employee Engagement, Deferred Compensation, Coaching, HR Policies, Workforce Planning, Resume Writing, HRIS, Onboarding, Conflict Resolution, Personal Development, Recruiting, Career Development, Workshop Facilitation, Executive Coaching, Training Delivery, Personnel Management, Management Development, Policy, Emotional Intelligence, HR Consulting, Nutrition, Personality Assessment, 360 Feedback, Culture Change, Temporary Placement, Applicant Tracking..., Career Management, Organizational Design, Benefits Administration, Labor Relations, College Recruiting, Executive Search, Interviews, Employee Training
Education
University of Manitoba- Continuing Education 1999 — 1999
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
University of Manitoba 1987 — 1992
Bachelor of Education
University of Manitoba 1987 — 1990
Bachelor of Physical Education, Physical Education Teaching and Coaching
Axiom Human Resource Development LLC December 2008 - Present
Health Canada June 2003 - December 2008
Transport Canada December 2003 - August 2004
Agriculture and Agri-Food Canada January 2001 - May 2003
Assante Asset Management February 2000 - December 2000
Manitoba Justice 1999 - February 2000
Delta Hotels 1998 - 1999
Skills
Talent Management, Succession Planning, Organizational..., Leadership Development, Performance Management, Recruitment/Retention, Organizational Learning, Talent Assessment, Budget Management, Adult Education, Talent Acquisition, Budgets, Employee Relations, Human Resources, Career Counseling, Training, Employee Engagement, Deferred Compensation, Coaching, HR Policies, Workforce Planning, Resume Writing, HRIS, Onboarding, Conflict Resolution, Personal Development, Recruiting, Career Development, Workshop Facilitation, Executive Coaching, Training Delivery, Personnel Management, Management Development, Policy, Emotional Intelligence, HR Consulting, Nutrition, Personality Assessment, 360 Feedback, Culture Change, Temporary Placement, Applicant Tracking..., Career Management, Organizational Design, Benefits Administration, Labor Relations, College Recruiting, Executive Search, Interviews, Employee Training
Education
University of Manitoba- Continuing Education 1999 — 1999
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
University of Manitoba 1987 — 1992
Bachelor of Education
University of Manitoba 1987 — 1990
Bachelor of Physical Education, Physical Education Teaching and Coaching
James Ham James Ham's Assante Asset Management Experience May 2000 - December 2000
Job Communications Coordinator at Winnipeg Police Service
Industry Public Relations and Communications
Experience
Winnipeg Police Service August 2002 - Present
Great-West Life January 2001 - August 2002
Assante Asset Management May 2000 - December 2000
Great-West Life January 1998 - April 2000
Farm Business Communications September 1995 - April 1996
Additional Writing Credits September 1992 - September 1992
Skills
Management, Speech Writing, Social Media Marketing, Social Media, Copywriting, Internal Communications, Editing, Nonprofits, Media Relations, Event Management, Press Releases, Public Relations, Strategic Communications, Marketing Communications, Corporate Communications, Marketing, Policy, Crisis Communications, Photography, Photoshop, Social Networking, Communications Planning, Web Content, Newsletters, Copy Editing, Writing
Education
Red River College 1992 — 1994
Creative Communications, Journalism
Winnipeg Police Service August 2002 - Present
Great-West Life January 2001 - August 2002
Assante Asset Management May 2000 - December 2000
Great-West Life January 1998 - April 2000
Farm Business Communications September 1995 - April 1996
Additional Writing Credits September 1992 - September 1992
Skills
Management, Speech Writing, Social Media Marketing, Social Media, Copywriting, Internal Communications, Editing, Nonprofits, Media Relations, Event Management, Press Releases, Public Relations, Strategic Communications, Marketing Communications, Corporate Communications, Marketing, Policy, Crisis Communications, Photography, Photoshop, Social Networking, Communications Planning, Web Content, Newsletters, Copy Editing, Writing
Education
Red River College 1992 — 1994
Creative Communications, Journalism
Caroline Rheaume Caroline Rheaume's Assante Asset Management Experience June 2002 - June 2005
Job Lawyer, Tax Specialist, author, and speaker
Industry Law Practice
Experience
Fortunae International June 2011 - Present
rencontré au hockey de LHJMQ 2008 - 2012
Wealth planning consultant 2000 - 2012
Assante Asset Management June 2002 - June 2005
Skills
Estate Planning, Trusts, Estate Tax Planning, Charities, Executive Pay, Tax
Education
Barreau du Québec
Université de Sherbrooke
LL.L and Master, taxation
Fortunae International June 2011 - Present
rencontré au hockey de LHJMQ 2008 - 2012
Wealth planning consultant 2000 - 2012
Assante Asset Management June 2002 - June 2005
Skills
Estate Planning, Trusts, Estate Tax Planning, Charities, Executive Pay, Tax
Education
Barreau du Québec
Université de Sherbrooke
LL.L and Master, taxation
Heather Rosales Heather Rosales's Assante Asset Management Experience April 2000 - April 2001
Job Owner, Bbeauty Designs
Industry Apparel & Fashion
Experience
Bbeauty Designs January 2006 - Present
Creative Drinks, Inc. January 2003 - April 2011
Assante Asset Management April 2000 - April 2001
Soto Creative December 2000 - January 2001
Assante Asset Management January 1999 - January 2001
Skills
Fashion Designer, Costume Designer, Marketing, Purchasing, Problem Solving, Creative Services, Contract Writing, Fashion, Customer Service, Advertising, Web Design, E-commerce, Social Media, Management, Sales, Sales Management, Project Management, Merchandising, Event Planning, Fashion Design, Small Business, Costume Design, Networking
Education
San Jose State University
Business Administration; Marketing
Bbeauty Designs January 2006 - Present
Creative Drinks, Inc. January 2003 - April 2011
Assante Asset Management April 2000 - April 2001
Soto Creative December 2000 - January 2001
Assante Asset Management January 1999 - January 2001
Skills
Fashion Designer, Costume Designer, Marketing, Purchasing, Problem Solving, Creative Services, Contract Writing, Fashion, Customer Service, Advertising, Web Design, E-commerce, Social Media, Management, Sales, Sales Management, Project Management, Merchandising, Event Planning, Fashion Design, Small Business, Costume Design, Networking
Education
San Jose State University
Business Administration; Marketing
James Karm James Karm's Assante Asset Management Experience January 2001 - January 2004
Job Business Analyst at EF Educational Tours
Industry Publishing
Experience
EF Educational Tours June 2011 - Present
VAULT Solutions Inc. July 2010 - June 2011
CARSWELL, A Thomson Reuter Business January 2006 - July 2010
CARSWELL, A Thomson Reuter Business January 2004 - 2006
ASSANTE ASSET MANAGEMENT January 2001 - January 2004
Skills
Sales, Marketing, Social Media, Customer Service, Event Management, Selling, CRM, Leadership, Sales Operations, Management, Strategic Planning, Marketing Strategy, Account Management, Time Management, Event Planning
Education
Dalhousie University
Commerce, Finance
EF Educational Tours June 2011 - Present
VAULT Solutions Inc. July 2010 - June 2011
CARSWELL, A Thomson Reuter Business January 2006 - July 2010
CARSWELL, A Thomson Reuter Business January 2004 - 2006
ASSANTE ASSET MANAGEMENT January 2001 - January 2004
Skills
Sales, Marketing, Social Media, Customer Service, Event Management, Selling, CRM, Leadership, Sales Operations, Management, Strategic Planning, Marketing Strategy, Account Management, Time Management, Event Planning
Education
Dalhousie University
Commerce, Finance
Kevin Strueby Kevin Strueby's Assante Asset Management Experience 2002 - 2003
Job Dynamics AX Practice Lead at Encore Business Solutions
Industry Computer Software
Experience
Encore Business Solutions December 2012 - Present
Encore Business Solutions September 2005 - December 2012
Assante Asset Management 2002 - 2003
Viterra (Saskatchewan Wheat Pool) August 1997 - July 2000
Viterra (Saskatchewan Wheat Pool) August 1993 - July 1997
Skills
Requirements Analysis, SQL, Analysis, Customer Relations, Strategic Planning, Budgeting, Data Modelling, ERP Implmentations, Project Management, Team Management, Business Analysis, Software Project..., Business Process, Integration, Business Intelligence, Software Development, ERP, Professional Services, Microsoft SQL Server
Education
Microsoft Certification 2010 — 2010
Managing Microsoft Dynamics Implementations, Project Management / scoping / diagnostic and analysis
Red River College 2004 — 2005
Project Management, Introduction to Project Management
SIAST 1989 — 1992
Business Information Systems, Information Technology, Management Accounting, Economics/Statistics, Marketing
Encore Business Solutions December 2012 - Present
Encore Business Solutions September 2005 - December 2012
Assante Asset Management 2002 - 2003
Viterra (Saskatchewan Wheat Pool) August 1997 - July 2000
Viterra (Saskatchewan Wheat Pool) August 1993 - July 1997
Skills
Requirements Analysis, SQL, Analysis, Customer Relations, Strategic Planning, Budgeting, Data Modelling, ERP Implmentations, Project Management, Team Management, Business Analysis, Software Project..., Business Process, Integration, Business Intelligence, Software Development, ERP, Professional Services, Microsoft SQL Server
Education
Microsoft Certification 2010 — 2010
Managing Microsoft Dynamics Implementations, Project Management / scoping / diagnostic and analysis
Red River College 2004 — 2005
Project Management, Introduction to Project Management
SIAST 1989 — 1992
Business Information Systems, Information Technology, Management Accounting, Economics/Statistics, Marketing
Al Steele Al Steele's Assante Asset Management Experience October 2000 - November 2003
Job Chief Executive Officer at VIKTRE
Industry Sports
Experience
VIKTRE April 2012 - Present
Bella Fund Holdings, Inc. (USA) February 2006 - November 2013
Pavilion Asset Management Limited January 2011 - March 2012
Bellatore Financial, Inc. February 2006 - December 2010
Loring Ward Advisor Services November 2003 - February 2006
Assante Asset Management October 2000 - November 2003
Assante July 1996 - October 2000
Skills
People Leadership, Sales Management, Strategic Thinking, Mergers, Business Strategy, Asset Management, Investments, Executive Management, Asset Managment, Strategic Planning, Leadership, Mergers & Acquisitions, Entrepreneurship, New Business Development, Marketing Strategy, Budgets, Finance, Marketing, Wealth Management, Risk Management, Estate Planning, Portfolio Management, Financial Services, Strategic Financial..., Start-ups, Management, Mutual Funds, Sports, Sports Marketing, Sports Management, Social Media, Public Speaking, Team Building, Social Media Marketing, Sales, Social Networking, Strategy, Business Development, Business, Team Leadership, Business Planning, Strategic Partnerships, Digital Media
Education
Humber College 1986 — 1988
University of Victoria 1982 — 1985
Highland Sr. Secondary 1979 — 1982
VIKTRE April 2012 - Present
Bella Fund Holdings, Inc. (USA) February 2006 - November 2013
Pavilion Asset Management Limited January 2011 - March 2012
Bellatore Financial, Inc. February 2006 - December 2010
Loring Ward Advisor Services November 2003 - February 2006
Assante Asset Management October 2000 - November 2003
Assante July 1996 - October 2000
Skills
People Leadership, Sales Management, Strategic Thinking, Mergers, Business Strategy, Asset Management, Investments, Executive Management, Asset Managment, Strategic Planning, Leadership, Mergers & Acquisitions, Entrepreneurship, New Business Development, Marketing Strategy, Budgets, Finance, Marketing, Wealth Management, Risk Management, Estate Planning, Portfolio Management, Financial Services, Strategic Financial..., Start-ups, Management, Mutual Funds, Sports, Sports Marketing, Sports Management, Social Media, Public Speaking, Team Building, Social Media Marketing, Sales, Social Networking, Strategy, Business Development, Business, Team Leadership, Business Planning, Strategic Partnerships, Digital Media
Education
Humber College 1986 — 1988
University of Victoria 1982 — 1985
Highland Sr. Secondary 1979 — 1982
Manmeet Bhatia's Assante Asset Management Experience July 1999 - October 2004
Job Chief Investment Officer at Qtrade Financial Group
Industry Financial Services
Experience
OceanRock Investments Inc. March 2006 - Present
Qtrade Financial Group October 2004 - Present
Assante Asset Management July 1999 - October 2004
Great-West Life June 1996 - February 1999
Skills
Mutual Funds, Investments, Portfolio Management, Product Management, Investment Strategies, Options, Asset Management, Asset Allocation, Strategic Planning, Investment Management, ETFs, Strategic Financial..., Wealth Management, Financial Services, Product Development, Securities, Financial Modeling, Budgets, Wealth, Retirement, Retirement Planning, Product Marketing, Presenter, Investment Advisory, Wealth Management..., Customer Service, Estate Planning, Equities, Financial Advisory, Insurance, Economic Research, Banking, Strategy, Bonds, Fixed Income, Finance, Alternative Investments, Hedge Funds, Certified Financial..., Management, Wholesale, Business Development, Risk Management, Financial Planners, Relationship Management, Separately Managed..., Customer Relations, Budgeting, Wholesaling, Fixed Annuities
Education
Institute for Advanced Financial Education
Chartered Life Underwriter (CLU), Taxation and Estate Planning
CFA Institute
Chartered Financial Analyst (CFA) Charterholder, CFA Institute
Canadian Securities Institute
Canadian Investment Manager (CIM)
Financial Planners Standards Council 1997 — 1998
Certified Financial Planner (CFP), Financial & Estate Planning
University of Manitoba 1990 — 1995
Bachelor of Commerce, Finance & Marketing
OceanRock Investments Inc. March 2006 - Present
Qtrade Financial Group October 2004 - Present
Assante Asset Management July 1999 - October 2004
Great-West Life June 1996 - February 1999
Skills
Mutual Funds, Investments, Portfolio Management, Product Management, Investment Strategies, Options, Asset Management, Asset Allocation, Strategic Planning, Investment Management, ETFs, Strategic Financial..., Wealth Management, Financial Services, Product Development, Securities, Financial Modeling, Budgets, Wealth, Retirement, Retirement Planning, Product Marketing, Presenter, Investment Advisory, Wealth Management..., Customer Service, Estate Planning, Equities, Financial Advisory, Insurance, Economic Research, Banking, Strategy, Bonds, Fixed Income, Finance, Alternative Investments, Hedge Funds, Certified Financial..., Management, Wholesale, Business Development, Risk Management, Financial Planners, Relationship Management, Separately Managed..., Customer Relations, Budgeting, Wholesaling, Fixed Annuities
Education
Institute for Advanced Financial Education
Chartered Life Underwriter (CLU), Taxation and Estate Planning
CFA Institute
Chartered Financial Analyst (CFA) Charterholder, CFA Institute
Canadian Securities Institute
Canadian Investment Manager (CIM)
Financial Planners Standards Council 1997 — 1998
Certified Financial Planner (CFP), Financial & Estate Planning
University of Manitoba 1990 — 1995
Bachelor of Commerce, Finance & Marketing
Darin Thompson's Assante Asset Management Experience 1998 - 2005
Job Vice President, Portfolio Manager at Connor, Clark & Lunn Private Capital
Industry Investment Management
Experience
Connor, Clark & Lunn 2006 - Present
Assante Asset Management 1998 - 2005
Cantor Fitzgerald 1996 - 1998
Freedom International Bond Brokers 1992 - 1996
Skills
Mutual Funds, Wealth Management, Investment Strategies, Equities, Portfolio Management, Investments, Financial Analysis, Financial Services, Estate Planning, Asset Managment, Wealth Management..., Derivatives, Investment Management, Retirement, Bonds, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation, Strategic Financial..., Retirement Planning, Financial Advisory, Risk Management, Fixed Income, Hedge Funds, Financial Planners, Financial Modeling, Securities, Financial Risk, Business Analysis, Capital Markets, Trading, ETFs, Wealth, Private Equity, High Net Worth..., Bloomberg
Education
Wilfrid Laurier University 1985 — 1989
BA, Economics/Management Studies
UBC
Connor, Clark & Lunn 2006 - Present
Assante Asset Management 1998 - 2005
Cantor Fitzgerald 1996 - 1998
Freedom International Bond Brokers 1992 - 1996
Skills
Mutual Funds, Wealth Management, Investment Strategies, Equities, Portfolio Management, Investments, Financial Analysis, Financial Services, Estate Planning, Asset Managment, Wealth Management..., Derivatives, Investment Management, Retirement, Bonds, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation, Strategic Financial..., Retirement Planning, Financial Advisory, Risk Management, Fixed Income, Hedge Funds, Financial Planners, Financial Modeling, Securities, Financial Risk, Business Analysis, Capital Markets, Trading, ETFs, Wealth, Private Equity, High Net Worth..., Bloomberg
Education
Wilfrid Laurier University 1985 — 1989
BA, Economics/Management Studies
UBC
Craig Swistun's Assante Asset Management Experience 2001 - 2005
Job Vice President at Connor, Clark & Lunn Private Capital Ltd.
Industry Financial Services
Experience
Connor, Clark & Lunn Private Capital Ltd. August 2013 - Present
Connor, Clark and Lunn Managed Portfolios September 2005 - August 2013
Humber College January 2011 - May 2011
Assante Asset Management 2001 - 2005
Spectrum Investments January 1999 - March 2001
AIM Funds Management March 1998 - December 1998
Skills
Advertising, Business Development, Brand Management, Graphic Design, Marketing Management, Graphics, Social Media, Marketing Strategy, Media Relations, Corporate Communications, Marketing, Brand Development, B2B, Management, Marketing Communications, Integrated Marketing, Investments, Financial Services, Corporate Branding, Strategy, Entrepreneurship, Email Marketing, Direct Marketing, Social Media Marketing, Private Equity
Education
The University of Winnipeg 1991 — 1994
Bachelor of Arts, English, Economics
Connor, Clark & Lunn Private Capital Ltd. August 2013 - Present
Connor, Clark and Lunn Managed Portfolios September 2005 - August 2013
Humber College January 2011 - May 2011
Assante Asset Management 2001 - 2005
Spectrum Investments January 1999 - March 2001
AIM Funds Management March 1998 - December 1998
Skills
Advertising, Business Development, Brand Management, Graphic Design, Marketing Management, Graphics, Social Media, Marketing Strategy, Media Relations, Corporate Communications, Marketing, Brand Development, B2B, Management, Marketing Communications, Integrated Marketing, Investments, Financial Services, Corporate Branding, Strategy, Entrepreneurship, Email Marketing, Direct Marketing, Social Media Marketing, Private Equity
Education
The University of Winnipeg 1991 — 1994
Bachelor of Arts, English, Economics
Alla Panova's Assante Asset Management Experience 1999 - 2001
Job Sr. Software Engineer at Evans Analytical Group
Industry Consumer Services
Experience
Evans Analytical Group 2008 - Present
Gyration Inc. 2007 - 2008
Auto-Chlor System Inc. 2002 - 2007
HP 2001 - 2002
Assante Asset Management 1999 - 2001
Pathway Society Inc. 1996 - 1999
Gold Disk 1995 - 1996
Skills
SQL, Testing, Software Development, XML, Agile Methodologies, HTML, JavaScript, MySQL, Program Management, Product Development, Visual Basic, Microsoft SQL Server, Programming, Software Design, UML, Software Engineering, Windows, C#, Databases, Web Development, Mobile Design, Windows Server, Servers, Shell Scripting
Education
San Jose State University 2009 — 2011
M.S., Software Engineering
St. Petersburg University of Architecture and Civil Engineering
B.S. and M.S., Civil Engineering
Evans Analytical Group 2008 - Present
Gyration Inc. 2007 - 2008
Auto-Chlor System Inc. 2002 - 2007
HP 2001 - 2002
Assante Asset Management 1999 - 2001
Pathway Society Inc. 1996 - 1999
Gold Disk 1995 - 1996
Skills
SQL, Testing, Software Development, XML, Agile Methodologies, HTML, JavaScript, MySQL, Program Management, Product Development, Visual Basic, Microsoft SQL Server, Programming, Software Design, UML, Software Engineering, Windows, C#, Databases, Web Development, Mobile Design, Windows Server, Servers, Shell Scripting
Education
San Jose State University 2009 — 2011
M.S., Software Engineering
St. Petersburg University of Architecture and Civil Engineering
B.S. and M.S., Civil Engineering
Murray Palay's Assante Asset Management Experience 1993 - 2000
Job Managing Director at Quadrant Asset Management
Industry Investment Management
Experience
Quadrant Asset Management January 2005 - Present
Assante Asset Management 1993 - 2000
Buchwald Asper Heneteleff (now Pitblado) September 1979 - October 1993
Skills
Investments, Wealth Management, Philanthropic Planning, Estate Planning &..., Professional Mentoring, Portfolio Management, Philanthropy, Estate Planning, Asset Management, Due Diligence, Wealth, Wealth Management..., Investment Management, Financial Advisory, Corporate Finance, Insurance, Investment Strategies, Asset Allocation, Finance
Education
University of Manitoba 1972 — 1978
Quadrant Asset Management January 2005 - Present
Assante Asset Management 1993 - 2000
Buchwald Asper Heneteleff (now Pitblado) September 1979 - October 1993
Skills
Investments, Wealth Management, Philanthropic Planning, Estate Planning &..., Professional Mentoring, Portfolio Management, Philanthropy, Estate Planning, Asset Management, Due Diligence, Wealth, Wealth Management..., Investment Management, Financial Advisory, Corporate Finance, Insurance, Investment Strategies, Asset Allocation, Finance
Education
University of Manitoba 1972 — 1978
Karen Bird's Assante Asset Management Experience 1997 - 2002
Job Staff Attorney at Ninth Circuit Court of Appeals
Industry Law Practice
Experience
U.S. Court of Appeals, Ninth Circuit April 2012 - Present
Department of Justice, Executive Office For Immigration Review September 2008 - September 2010
Harris mycfo 2003 - 2005
Assante Asset Management 1997 - 2002
Education
University of San Francisco School of Law 2005 — 2008
U.S. Court of Appeals, Ninth Circuit April 2012 - Present
Department of Justice, Executive Office For Immigration Review September 2008 - September 2010
Harris mycfo 2003 - 2005
Assante Asset Management 1997 - 2002
Education
University of San Francisco School of Law 2005 — 2008
Walter Au's Assante Asset Management Experience December 1995 - June 2000
Job Investment Advisor Representative
Industry Financial Services
Experience
Assante Asset Management December 1995 - June 2000
Education
San Jose State University 1985 — 1995
BA, Economics
Assante Asset Management December 1995 - June 2000
Education
San Jose State University 1985 — 1995
BA, Economics
Tracy Fedoruk's Assante Asset Management Experience 2002 - 2005
Job Customer Service Manager Commercial Business Development Strategies and Client Relations at Desjardins
Industry Financial Services
Experience
Desjardins December 2013 - Present
Bank West November 2012 - December 2013
Investors Group June 2012 - November 2012
MGI Financial November 2010 - April 2012
Assiniboine Credit Union December 2009 - October 2010
MGI Financial May 2008 - July 2009
MGI Financial 2007 - 2008
MGI Financial 2005 - 2007
Assante Asset Management 2002 - 2005
CIBC 2001 - 2002
Skills
Investments, Banking, Management, Mutual Funds, Leadership, Financial Services
Education
Red River College
Business Analyst
Canadian Institute of Bankers Association
ICB Branch Compliance Officer's Course
IFIC Branch Managers Course
IFIC Operations Course
Investment Funds in Canada
Desjardins December 2013 - Present
Bank West November 2012 - December 2013
Investors Group June 2012 - November 2012
MGI Financial November 2010 - April 2012
Assiniboine Credit Union December 2009 - October 2010
MGI Financial May 2008 - July 2009
MGI Financial 2007 - 2008
MGI Financial 2005 - 2007
Assante Asset Management 2002 - 2005
CIBC 2001 - 2002
Skills
Investments, Banking, Management, Mutual Funds, Leadership, Financial Services
Education
Red River College
Business Analyst
Canadian Institute of Bankers Association
ICB Branch Compliance Officer's Course
IFIC Branch Managers Course
IFIC Operations Course
Investment Funds in Canada
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY