Assante Capital 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 Capital Management Employees
Employee
Years
Job
Industry
Bill Cong Bill Cong's Assante Capital Management Experience June 2013 - August 2013
Job HBA Candidate, Ivey Business School
Industry Capital Markets
Experience
TD Securities May 2015 - August 2015
Employment and Social Development Canada (ESDC) July 2014 - August 2014
Assante Capital Management June 2013 - August 2013
Education
Ivey Business School at Western University 2014 — 2016
Honors Business Administration (HBA)
Western University 2012 — 2014
Honours Bachelor of Science
Nepean High School 2008 — 2012
Ontario Secondary School Diploma (OSSD)
TD Securities May 2015 - August 2015
Employment and Social Development Canada (ESDC) July 2014 - August 2014
Assante Capital Management June 2013 - August 2013
Education
Ivey Business School at Western University 2014 — 2016
Honors Business Administration (HBA)
Western University 2012 — 2014
Honours Bachelor of Science
Nepean High School 2008 — 2012
Ontario Secondary School Diploma (OSSD)
Lillian Pearl Lupuliak Lillian Pearl Lupuliak's Assante Capital Management Experience March 2003 - May 2011
Job HR/H & S Administrator at Lilydale
Industry Food Production
Experience
Lilydale Inc. October 2012 - Present
Lilydale Inc. July 2012 - September 2012
Assante Capital Management March 2003 - May 2011
Assante Financial Management March 1996 - January 2003
Skills
Microsoft Office, Recruiting, Accounts Payable, Analysis, Accounting, Business Planning
Education
Mount Royal University
Financial Planning and Services
Northern Alberta Institute of Technology
Marketing Management/Business Administration
SAIT
Land Administration
Lilydale Inc. October 2012 - Present
Lilydale Inc. July 2012 - September 2012
Assante Capital Management March 2003 - May 2011
Assante Financial Management March 1996 - January 2003
Skills
Microsoft Office, Recruiting, Accounts Payable, Analysis, Accounting, Business Planning
Education
Mount Royal University
Financial Planning and Services
Northern Alberta Institute of Technology
Marketing Management/Business Administration
SAIT
Land Administration
Dianne Sinclair Dianne Sinclair's Assante Capital Management Experience March 2011 - October 2014
Job Client Services at Assante Capital Management
Industry Financial Services
Experience
Assante Capital Management March 2011 - October 2014
Merit Glass Ltd August 2009 - September 2010
Elbow River Marketing Ltd. September 2006 - November 2008
Right Management February 2005 - August 2006
Skills
Microsoft Office, Telephone Reception, Receptionist Duties, Data Entry, Setting Appointments, Outlook, Organizational..., Ordering Office Supplies, Meeting Scheduling, Accounts..., Financial Services, Filing, Administration
Education
Georgian College 1971 — 1972
Certificate for 1st Year Administration, Administrative, 1st year Secretarial Diploma
Assante Capital Management March 2011 - October 2014
Merit Glass Ltd August 2009 - September 2010
Elbow River Marketing Ltd. September 2006 - November 2008
Right Management February 2005 - August 2006
Skills
Microsoft Office, Telephone Reception, Receptionist Duties, Data Entry, Setting Appointments, Outlook, Organizational..., Ordering Office Supplies, Meeting Scheduling, Accounts..., Financial Services, Filing, Administration
Education
Georgian College 1971 — 1972
Certificate for 1st Year Administration, Administrative, 1st year Secretarial Diploma
Tricia Doerksen Tricia Doerksen's Assante Capital Management Experience January 1997 - December 2001
Job
Industry Financial Services
Experience
Manulife December 2014 - Present
Bellatore June 2007 - August 2009
Bellatore Financial, Inc. June 2006 - June 2007
Dundee Wealth Management January 2005 - May 2006
AIC Limited January 2004 - December 2005
Assante Wealth Management January 2002 - December 2004
Assante Capital Management January 1997 - December 2001
Education
York University 2002 — 2002
Project Management
ONTARIO SECURITIES COMMISSION 1998 — 1998
Licensed Securities Representative
Carleton University 1991 — 1994
Bachelor of Arts (BA), Psychology
Manulife December 2014 - Present
Bellatore June 2007 - August 2009
Bellatore Financial, Inc. June 2006 - June 2007
Dundee Wealth Management January 2005 - May 2006
AIC Limited January 2004 - December 2005
Assante Wealth Management January 2002 - December 2004
Assante Capital Management January 1997 - December 2001
Education
York University 2002 — 2002
Project Management
ONTARIO SECURITIES COMMISSION 1998 — 1998
Licensed Securities Representative
Carleton University 1991 — 1994
Bachelor of Arts (BA), Psychology
Tara Bjorgan Tara Bjorgan's Assante Capital Management Experience October 2008 - April 2010
Job Director, Client Services at BIG Interactive
Industry Marketing and Advertising
Experience
BIG Interactive Corporation February 2011 - Present
The Write Impact June 2010 - Present
Krave Solutions Inc. October 2010 - October 2010
Wynne Exhibits Ltd. May 2010 - September 2010
Stephanie Hart - Financial Consultant May 2010 - August 2010
Assante Capital Management October 2008 - April 2010
Investors Group September 2005 - October 2008
CIBC February 2005 - September 2005
Regina Motor Products April 2004 - November 2004
Husky Oil Operations May 2001 - December 2001
Skills
Marketing Strategy, Brand Development, Advertising, Corporate Communications, Marketing, Creative Direction, Website Development, Copywriting, Project Management, Project Coordination, Project Planning, Process Improvement, Marketing Management, Management, Leadership, Event Management, Marketing Communications, Social Media Marketing, Strategic Planning
Education
The University of Lethbridge 1998 — 2001
Management, Marketing
The University of Lethbridge
Bachelor of Management / Marketing Major
BIG Interactive Corporation February 2011 - Present
The Write Impact June 2010 - Present
Krave Solutions Inc. October 2010 - October 2010
Wynne Exhibits Ltd. May 2010 - September 2010
Stephanie Hart - Financial Consultant May 2010 - August 2010
Assante Capital Management October 2008 - April 2010
Investors Group September 2005 - October 2008
CIBC February 2005 - September 2005
Regina Motor Products April 2004 - November 2004
Husky Oil Operations May 2001 - December 2001
Skills
Marketing Strategy, Brand Development, Advertising, Corporate Communications, Marketing, Creative Direction, Website Development, Copywriting, Project Management, Project Coordination, Project Planning, Process Improvement, Marketing Management, Management, Leadership, Event Management, Marketing Communications, Social Media Marketing, Strategic Planning
Education
The University of Lethbridge 1998 — 2001
Management, Marketing
The University of Lethbridge
Bachelor of Management / Marketing Major
Natasha Harrison Natasha Harrison's Assante Capital Management Experience June 2012 - November 2012
Job 310MAXX Coordinator
Industry Executive Office
Experience
Oxford Properties Group March 2015 - May 2015
EastLink August 2013 - March 2015
Eastlink December 2012 - August 2013
Self Employed January 1998 - May 2013
Assante Capital Management June 2012 - November 2012
MOCA Payment Systems August 2011 - February 2012
St. Paul's Presbyterian Church September 2001 - July 2005
Skills
Marketing, Direct Sales, Sales, Orchestral Music, Teaching, Music Education, Enthusiastic..., Event Planning, Team Leadership, Mentoring
Education
Carnegie Mellon University 2001 — 2001
Music, Music Performance
Duquesne University 1998 — 2000
Artist Diploma, Music Performance
McGill University 1993 — 1997
Bachelor of Music, Music Performance
Oxford Properties Group March 2015 - May 2015
EastLink August 2013 - March 2015
Eastlink December 2012 - August 2013
Self Employed January 1998 - May 2013
Assante Capital Management June 2012 - November 2012
MOCA Payment Systems August 2011 - February 2012
St. Paul's Presbyterian Church September 2001 - July 2005
Skills
Marketing, Direct Sales, Sales, Orchestral Music, Teaching, Music Education, Enthusiastic..., Event Planning, Team Leadership, Mentoring
Education
Carnegie Mellon University 2001 — 2001
Music, Music Performance
Duquesne University 1998 — 2000
Artist Diploma, Music Performance
McGill University 1993 — 1997
Bachelor of Music, Music Performance
Shelly-Ann Frederic Shelly-Ann Frederic's Assante Capital Management Experience May 2004 - November 2007
Job Stakeholder Relations Advisor at TransCanada
Industry Public Relations and Communications
Experience
TransCanada April 2013 - Present
Sanjel Corporation September 2011 - March 2013
IABC/Calgary June 2010 - August 2012
AdFarm December 2008 - March 2011
BP Canada Energy Company May 2008 - August 2008
Toombs Inc November 2007 - April 2008
Assante Capital Management May 2004 - November 2007
Skills
Internal Communications, Strategic Communications, Communications Planning, Leadership, Corporate Communications, Public Relations, Stakeholder Engagement, Community Engagement, Community Development, Building Relationships, Project Planning, Public Affairs, Business Planning, Reputation Management, Press Releases
Education
International Association for Public Participation (IAP2)
Mount Royal University 2006 — 2009
Bachelor of Applied Communications Degree, Public Relations
TransCanada April 2013 - Present
Sanjel Corporation September 2011 - March 2013
IABC/Calgary June 2010 - August 2012
AdFarm December 2008 - March 2011
BP Canada Energy Company May 2008 - August 2008
Toombs Inc November 2007 - April 2008
Assante Capital Management May 2004 - November 2007
Skills
Internal Communications, Strategic Communications, Communications Planning, Leadership, Corporate Communications, Public Relations, Stakeholder Engagement, Community Engagement, Community Development, Building Relationships, Project Planning, Public Affairs, Business Planning, Reputation Management, Press Releases
Education
International Association for Public Participation (IAP2)
Mount Royal University 2006 — 2009
Bachelor of Applied Communications Degree, Public Relations
Amy Arseneau Amy Arseneau's Assante Capital Management Experience September 2005 - August 2007
Job Accounting Clerk at LRL Associates Ltd.
Industry Accounting
Experience
LRL Associates Ltd. Accounting ClerkLRL Associates Ltd.January 2012 - Present
PCA Adjusters January 2009 - December 2011
Assante Wealth Management August 2007 - October 2008
Assante Capital Management September 2005 - August 2007
BMO Financial Group December 2003 - August 2005
BMO Financial Group March 2003 - December 2004
BMO Financial Group February 2002 - March 2003
BMO Financial Group March 2001 - February 2002
BMO Financial Group January 2000 - March 2001
Skills
Microsoft Word, Microsoft Excel, Accounting, Business Correspondence, Digital Dictation, Customer Service, Data Entry
Education
Algonquin College of Applied Arts and Technology 2009 — 2013
Bookkeeping Certificate
LRL Associates Ltd. Accounting ClerkLRL Associates Ltd.January 2012 - Present
PCA Adjusters January 2009 - December 2011
Assante Wealth Management August 2007 - October 2008
Assante Capital Management September 2005 - August 2007
BMO Financial Group December 2003 - August 2005
BMO Financial Group March 2003 - December 2004
BMO Financial Group February 2002 - March 2003
BMO Financial Group March 2001 - February 2002
BMO Financial Group January 2000 - March 2001
Skills
Microsoft Word, Microsoft Excel, Accounting, Business Correspondence, Digital Dictation, Customer Service, Data Entry
Education
Algonquin College of Applied Arts and Technology 2009 — 2013
Bookkeeping Certificate
Shamima Adam Shamima Adam's Assante Capital Management Experience January 2004 - June 2006
Job Financial Management Professional
Industry Financial Services
Experience
CIBC World Markets November 2013 - Present
CIBC World Markets January 2011 - October 2013
ScotiaMcLeod April 2007 - January 2010
ScotiaMcLeod July 2006 - March 2007
Assante Capital Management January 2004 - June 2006
The Anglo-Mauritius Assurance Sty Ltd. (MU) July 2001 - August 2003
Skills
Wealth Management, Investment Strategies, Coaching Staff, Operations Management, Portfolio Management, Investments, Strategy, Program Management, Corporate Finance, Project Management, Strategic Financial..., Mutual Funds, Equities, Financial Analysis, Finance, Financial Modeling, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Asset Management, Securities
Education
University of Melbourne
BCom, Actuarial Science/Finance
CIBC World Markets November 2013 - Present
CIBC World Markets January 2011 - October 2013
ScotiaMcLeod April 2007 - January 2010
ScotiaMcLeod July 2006 - March 2007
Assante Capital Management January 2004 - June 2006
The Anglo-Mauritius Assurance Sty Ltd. (MU) July 2001 - August 2003
Skills
Wealth Management, Investment Strategies, Coaching Staff, Operations Management, Portfolio Management, Investments, Strategy, Program Management, Corporate Finance, Project Management, Strategic Financial..., Mutual Funds, Equities, Financial Analysis, Finance, Financial Modeling, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Asset Management, Securities
Education
University of Melbourne
BCom, Actuarial Science/Finance
Mark Chadakhtzian's Assante Capital Management Experience May 1998 - October 2001
Job Chief Financial Officer/Chief Compliance Officer at CTI CAPITAL
Industry Capital Markets
Experience
CTI CAPITAL August 2010 - Present
Investors Group Financial Services Inc. (securities) August 2004 - August 2010
National Bank Financial July 2003 - August 2004
Assante Capital Management May 1998 - October 2001
Skills
Trading, Fixed Income, Equities, Securities, Investments, Loans, Options, Futures, Trading Systems, Derivatives, Capital Markets, Portfolio Management, Hedge Funds, Proprietary Trading, Asset Management, Finance, Mutual Funds
Education
Canadian Securities Institute 2000 — 2012
Various See Notes
Concordia University 1998 — 2004
BA, Economics
CTI CAPITAL August 2010 - Present
Investors Group Financial Services Inc. (securities) August 2004 - August 2010
National Bank Financial July 2003 - August 2004
Assante Capital Management May 1998 - October 2001
Skills
Trading, Fixed Income, Equities, Securities, Investments, Loans, Options, Futures, Trading Systems, Derivatives, Capital Markets, Portfolio Management, Hedge Funds, Proprietary Trading, Asset Management, Finance, Mutual Funds
Education
Canadian Securities Institute 2000 — 2012
Various See Notes
Concordia University 1998 — 2004
BA, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY