Assante Wealth Management

Industry: Company

Description

Headquarters: 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 Wealth Management Employees

Employee
Years
Job
Industry
Anil Khan, CPA,CGA, CFP,CLU Anil Khan, CPA,CGA, CFP,CLU Vancouver, Canada Area Details
Anil Khan, CPA,CGA, CFP,CLU's Assante Wealth Management Experience October 2001 - Present
Job Senior Wealth Advisor Assante Financial Management Ltd.
Industry Financial Services
Experience
Assante Wealth Management   October 2001 - Present
Scott Paper Limited   November 1988 - January 1991

Skills
CGA, CFP, CLU, Financial Planning, Tax Planning and..., Will and Estate Planning, Investment Planning, Retirement Planning, Investment Portfolio..., Insurance Assessment..., Portfolio Management, Investments, Financial Planners, Strategic Financial..., Certified Financial..., Estate Planning, Tax, Wealth Management..., Wealth Management, Investment Advisory, Wealth, Financial Advisory, Mutual Funds, Investment Strategies, Retirement

Education
The University of British Columbia   1980 — 1984
CGA, Finance and Accounting

Dmitri Li Dmitri Li Toronto, Canada Area Details
Dmitri Li's Assante Wealth Management Experience July 2000 - November 2000
Job Sr. Solution Architect at Atlantis Computing
Industry Information Technology and Services
Experience
Atlantis Computing  April 2015 - Present
FlexITy Solutions Inc.  June 2005 - April 2015
Regional Municipality of York  June 2002 - June 2005
Mackenzie Investments  June 2001 - March 2002
Nortel Networks  November 2000 - May 2001
Assante Wealth Management   July 2000 - November 2000
Ivanhoé Cambridge  August 1998 - July 2000
Kore Ltd   August 1994 - March 1998

Skills
Solution Architecture, Enterprise Architecture, Virtualization, Virtual Systems, Storage Virtualization, Storage Consolidation, Storage Architecture, Storage Area Networks, Data Migration, System Migration, Integration, IT Solutions, Cloud Computing, Private Cloud, Hybrid Cloud, Data Center, Data Center Efficiency, SAN, Storage, Disaster Recovery, Security, VMware Infrastructure, Active Directory, Firewalls, Microsoft Exchange, High Availability, TCP/IP, Cluster, Cisco Technologies, Citrix, vSphere, VPN, DNS, Servers, VMware, IIS, HP, Network Design, Hyper-V, Hardware, NetApp, System Deployment, Troubleshooting, Linux, Operating Systems, Enterprise Software, Networking, Infrastructure, Microsoft SQL Server, Network Administration

Education
Moscow State Technological University "Stankin"   1988 — 1994
Master's degree, Computer Science

Laryssa Sirko Laryssa Sirko Toronto, Canada Area Details
Laryssa Sirko's Assante Wealth Management Experience April 2007 - August 2007
Job Cloud Services Expert Teaching its Benefits to Knowledge Seekers in High Tech
Industry Information Technology and Services
Experience
Microsoft  March 2015 - Present
Jibestream  May 2014 - February 2015
Jibestream  November 2013 - April 2014
Virtustream  June 2013 - September 2013
Virtustream  August 2012 - June 2013
Virtustream  October 2011 - August 2012
Consultec  September 2010 - August 2011
Design Travel Ltd.   June 2009 - August 2009
Future Shop  July 2008 - December 2008
Assante Wealth Management   April 2007 - August 2007

Skills
Account Management, Enterprise Account..., Networking, Sales, Cloud Computing, Microsoft Azure, Microsoft Technologies, SaaS, Virtualization, Data Center, System Maintenance, Servers, Security, Social Networking, Integration, Managed Services, Cisco Technologies, VMware, Customer Relations, CRM, Network Security, Project Management, Databases, Network Administration, Firewalls, Active Directory, Operating Systems, Technical Support, Project Planning, Service Delivery, ITIL, Enterprise Architecture, Enterprise Software

Education
University of Toronto   2014 — 2014
School of Continuing Studies, Communications

Carleton University   2005 — 2010
BIT - Network Techchnology, Minor in Business, Information Technology

Algonquin College of Applied Arts and Technology   2005 — 2010
Diploma, Computer Engineering Technology

Michelle Sky-Walker Michelle Sky-Walker Toronto, Canada Area Details
Michelle Sky-Walker's Assante Wealth Management Experience April 2013 - Present
Job Dealer Services Consultant/National Branch Trainer
Industry Financial Services
Experience
Assante Wealth Management   April 2013 - Present
RPM Technologies  November 2010 - March 2013
Assante Wealth Management   February 2007 - November 2010
Assante Wealth Management   September 2002 - February 2007
Mackenzie Financial Management Ltd   October 2000 - September 2002

Skills
SDLC, XML, Wealth Management, Visio, Strategic Financial..., Portfolio Management, Risk Management, Business Process, Banking, Change Management, Financial Services, Process Improvement, Relationship Management, Securities, Financial Planning

Education
Humber College
Project Management

Stephen Safulko Stephen Safulko Montreal, Canada Area Details
Stephen Safulko's Assante Wealth Management Experience 1993 - Present
Job Investment Advisor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   1993 - Present
DPM Financial Planning Group   1990 - 1993

Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Independent Financial..., Financial Advisory, Wealth Management, Estate Planning

Education
Concordia University   1988 — 1992
Master of Business Administration (MBA), Marketing

Duke University   1980 — 1984
Bachelor of Arts (B.A.), Economics

Leanne Escobal Leanne Escobal Toronto, Canada Area Details
Leanne Escobal's Assante Wealth Management Experience November 2012 - August 2014
Job Marketing Coordinator at Raymond James Ltd.
Industry Marketing and Advertising
Experience
Raymond James Ltd.  September 2014 - Present
Assante Wealth Management   November 2012 - August 2014
Striker Bowling Solutions and Splitsville Entertainment   April 2012 - August 2012
Mississauga Association for Independent Living   June 2010 - August 2011

Skills
Marketing, Marketing Communications, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Social Media, CRM, Marketing Research, Creative Writing, Event Management, Photoshop, InDesign, Long-term Customer..., Illustrator, Copy Editing

Education
Canadian Securities Institute   2013 — 2014
Canadian Securities Course

Sheridan College   2011 — 2012
Marketing Management

The University of Western Ontario   2007 — 2011
Bachelor of Arts (B.A.), English and Creative Writing

Rod Walsh, CFP Rod Walsh, CFP Calgary, Canada Area Details
Rod Walsh, CFP's Assante Wealth Management Experience October 2007 - October 2014
Job Certified Financial Planner at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel  October 2014 - Present
Assante Wealth Management   October 2007 - October 2014

Skills
Investments, Retirement Planning, Strategic Financial..., Coaching, Wealth Management, Public Speaking, Estate Planning, Asset Management, PowerPoint, Investment Strategies, Financial Planners, Retirement, Insurance, Mutual Funds, Investment Management, Critical Illness

Education
Université d'Auvergne (Clermont-Ferrand I)   1989 — 1990
Certificate in French Studies, French Studies

Institut de Touraine, France   1987 — 1989
French Studies

Dalhousie University   1980 — 1982
Kenesiolgy

University of Calgary

Brittany Schofield Brittany Schofield Ottawa, Canada Area Details
Brittany Schofield's Assante Wealth Management Experience June 2011 - August 2011
Job Freelance Pilates Instructor, Business Owner, Accounting Student
Industry Accounting
Experience
Glass Slipper Princess Parties   August 2014 - Present
Freelance  August 2013 - Present
Fantasy Fables Children's Entertainment Inc.   September 2011 - August 2014
Assante Wealth Management   June 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, People Skills, Customer Service, Customer Acquisition, Marketing, Secretarial Skills, Pilates Instruction, Microsoft Word, Organization Skills, Fashion, Living Abroad, Singing, Teamwork, Public Speaking, PowerPoint

Education
Carleton University   2011 — 2016
Bachelor of Commerce (B.Com.), Accounting

LUISS Guido Carli University   2013 — 2014
Bachelor of Commerce (B.Com.), Finance and Marketing

Lindsay Wanhella Lindsay Wanhella Vancouver, Canada Area Details
Lindsay Wanhella's Assante Wealth Management Experience July 2015 - Present
Job Mutual Fund Trade Processor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   July 2015 - Present
Seasons in the Park   April 2014 - Present
Assante Wealth Management   October 2014 - July 2015
North American Produce Sales   May 2011 - September 2014
Seasons in the Park   September 2012 - May 2014
McDonald's Corporation  February 2007 - May 2011

Skills
Customer Service, Time Management, Social Networking, Sales, Inventory Management, Food Service, Microsoft Office, Social Media, Team Building, Cash Handling, Data Entry

Education
Simon Fraser University   2010 — 2013
Bachelor of Arts (BA), Communication and Media Studies

Kwantlen University College   2008 — 2010
Associate of Arts (AA), Sociology

Dibba Iran-Parasti Dibba Iran-Parasti Toronto, Canada Area Details
Dibba Iran-Parasti's Assante Wealth Management Experience September 2014 - November 2014
Job iBBA Candidate at Schulich School of Business
Industry Marketing and Advertising
Experience
TD  August 2014 - Present
BrandSpark International  May 2015 - August 2015
Assante Wealth Management   September 2014 - November 2014
Forever 21  June 2012 - August 2013

Skills
Sales, Time Management, Leadership, Retail Sales, Retail, Customer Service, Teamwork, Microsoft Office, Social Media, Team Leadership, Fundraising, Management, Social Networking, Marketing, Event Planning, Research, Public Speaking

Education
York University - Schulich School of Business   2013 — 2017
International Bachelor of Business Administration (Candidate)

IÉSEG School of Management

North Toronto Christian School   2007 — 2013
Ontario Secondary School Diploma

Nawal Misk Nawal Misk Montreal, Canada Area Details
Nawal Misk's Assante Wealth Management Experience December 2006 - December 2014
Job Account Manager at PCM
Industry Financial Services
Experience
PCM  December 2014 - Present
Assante Wealth Management   December 2006 - December 2014
Berkshire Capital Securities LLC  January 2004 - November 2006
TD WahterHouse Investment Advice   March 2002 - December 2003

Skills
Tokenization, Data Recovery, Cloud Applications, Cloud Computing IaaS, Dell PowerEdge Servers, Business Strategy, WebSphere Application..., Network Security, New Business Development, Cloud Storage, Strategic Planning, Finance, HP Server Hardware, Investments, Cloud-based, Cloud Computing, Cisco Technologies, Cloud Security, Wealth Management, Enterprise Software, Microsoft Office, Retirement Planning, Customer Service, Wealth, Mutual Funds, Project Management, Budgets, Marketing Strategy, Investment Advisory, Negotiation, Research, Investment Strategies, Strategic Financial..., Public Relations, Asset Allocation, Financial Planning

Education
Concordia University   1995 — 1999
Bachelor's degree, Major in Finance option Marketing, Bachelor

University of Delaware   1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General

Eunice Racicot Eunice Racicot Ottawa, Canada Area Details
Eunice Racicot's Assante Wealth Management Experience September 1996 - August 1999
Job Financial Administration and Customer Service
Industry Nonprofit Organization Management
Experience
North American Women's Association   2006 - 2010
North American Women's Association   September 2006 - May 2008
Assante Wealth Management   September 1996 - August 1999
Japan Camera Centre   January 1986 - June 1997
CIBC  June 1989 - September 1991

Skills
Nonprofits, Non-profits, International..., Community Development, Event Planning, Research, Coaching, Community Engagement, Program Development, Capacity Building, Policy Analysis, Proposal Writing

Education
The University of Winnipeg   1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government

Rob Cooley Rob Cooley Toronto, Canada Area Details
Rob Cooley's Assante Wealth Management Experience April 2012 - September 2012
Job Business Development Representative at Intelex
Industry Computer Software
Experience
Elavon, Inc.   March 2015 - August 2015
Intelex Technologies Inc.  January 2014 - September 2014
Aussie Farmers Direct  March 2013 - August 2013
Assante Wealth Management   April 2012 - September 2012
Lytton Park Tennis   May 2006 - August 2011

Skills
Sales, Sales Management, Organizational..., Team Leadership, Friendly Personality, Committment, Business Development, Teamwork, Program Management, Sales Operations, Management, Marketing, Entrepreneurship, Communication, Social Media, Leadership, Microsoft Office, Project Management, Customer Service, Microsoft Excel, Time Management

Education
Humber College   2015 — 2017
Sustainable Energy and Building Technology

Wilfrid Laurier University   2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government

Elisa Yarker Elisa Yarker Toronto, Canada Area Details
Elisa Yarker's Assante Wealth Management Experience February 2015 - Present
Job Intermediate Accountant at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   February 2015 - Present
Retail Mortgage Operations at CIBC   July 2013 - July 2014
SECURCOR SECURITIZATION GROUP   March 2008 - November 2012
ACCREDITED HOME LENDERS CANADA   October 2006 - January 2008
FIRST CANADIAN TITLE  April 2005 - October 2006
CI Investments Inc. – Canada’s Investment Company   October 2004 - April 2005
Pilipinas Bank   1988 - 1997

Skills
Account Reconciliation, Accounts Payable, QuickBooks, Electronic Funds..., Bookkeeping, Banking, General Ledger, Disbursement, asset available for..., Variance Analysis, Highly motivated..., Funding, MS Excel Pivot Tables, Financial Analysis, Time Management, Financial Modeling

Education
Aquinas University   1985 — 1986
Bachelor of Science in Business Adminstration, Accounting

ICIT Canada

Raj Sivarajah Raj Sivarajah Toronto, Canada Area Details
Raj Sivarajah's Assante Wealth Management Experience October 1999 - March 2004
Job Vice President, IT at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   July 2014 - Present
CI Investments  April 2004 - June 2014
Assante Wealth Management   October 1999 - March 2004

Skills
Business Continuity, Information Security..., Risk Assessment, SDLC, Change Management, IT Management, Project Management

Education
McMaster University   1988 — 1992
Bachelor of Engineering, Electrical Engineering

(ISC)2
Certified Information Systems Security Professional (CISSP)

DRI Canada
Associate Business Continuity Planner

Brintha Thambirajah Brintha Thambirajah Toronto, Canada Area Details
Brintha Thambirajah's Assante Wealth Management Experience October 1996 - November 2008
Job Team leader at Worldsource Financial Management
Industry Financial Services
Experience
Worldsource Financial Management  April 2009 - Present
Worldsource Financial Management  January 2009 - Present
Assante Wealth Management   October 1996 - November 2008
ASSANTE WEALTH MANAGEMENT / CIG MUTUAL FUND   January 1996 - January 2008
YARLMETAL FABRICATION   January 1993 - January 1996

Skills
Mutual Funds, Wealth Management, Investments, Strategic Financial..., Securities, Risk Management, Insurance, Financial Services, Banking, Equities, Asset Managment, Portfolio Management, Hedge Funds, Retirement Planning, Financial Risk, Trading, Leadership, Accounting, Asset Management

Education
Seneca College of Applied Arts and Technology   1991 — 1994
Diploma, Accounting

Seneca College of Applied Arts and Technology   1991 — 1994
Diploma, Accounting and Finance

Tricia Doerksen Tricia Doerksen Toronto, Canada Area Details
Tricia Doerksen's Assante Wealth Management Experience January 2002 - December 2004
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

Christopher Le Roy Christopher Le Roy Toronto, Canada Area Details
Christopher Le Roy's Assante Wealth Management Experience January 2008 - May 2011
Job Senior Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod  May 2011 - Present
Assante Wealth Management   January 2008 - May 2011
AGF Management Limited  March 2006 - January 2008
RBC Insurance  June 2003 - March 2006
Equion Securities Canada Ltd.   June 1998 - September 1999

Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Strategic Financial..., Wealth, ETFs, Insurance, Mutual Funds, Investment Strategies, Financial Services, Financial Planners, Investments, Asset Allocation, Finance, Investment Management, Securities, Financial Advisory, Alternative Investments, Asset Management, High Net Worth..., Portfolio Management, Equities, Financial Planning

Education
Concordia University   1999 — 2003
BA, Political Science

Keith Oickle Keith Oickle Halifax, Canada Area Details
Keith Oickle's Assante Wealth Management Experience 2007 - 2009
Job Owner, KLO Financial Services Inc.
Industry Financial Services
Experience
KLO Financial Services Inc.   November 2007 - Present
Eastport Financial Group   2013 - June 2014
Mills Group of Companies   November 2010 - November 2012
BMO Harris Private Banking  February 2010 - November 2010
Stonegate Private Counsel   March 2007 - March 2010
Assante Wealth Management   2007 - 2009
Grant Thornton LLP  September 2003 - March 2007
WBLI Chartered Accountants  May 2000 - September 2003
Daley Black & Moreira (now Mcinnes Cooper)   May 1989 - May 2000
Deloitte  May 1981 - May 1989

Skills
Accounting, Financial Planning, Financial Accounting, Insurance, Estate Planning, Investments, Income Tax, Corporate Tax, Tax Compliance, Tax Preparation, Wealth Management, Strategic Financial..., Financial Planners, Tax, Financial Advisory, Financial Analysis, High Net Worth..., Business Valuation, Finance, Small Business

Education
Saint Mary's University   1977 — 1981
B. Comm, Accounting

Mahone Bay High School   1971 — 1977

Julien Starecki Julien Starecki Montreal, Canada Area Details
Julien Starecki's Assante Wealth Management Experience February 2012 - April 2014
Job Associé Régional à Banque Nationale Investissement
Industry Banking
Experience
Banque Nationale Investissements   April 2014 - Present
Assante Wealth Management   February 2012 - April 2014
CIC  May 2011 - September 2011

Skills
Investissements, Analyse financière, Portfolio Management, Financial Markets, Fixed Income, Asset Management, Finance d'entreprise, Mutual Funds, Salesforce.com, Derivatives, Asset Allocation, GB Funds, Investments, Financial Analysis, Finance, Preferred Equity, Corporate Finance, Bloomberg, Financial Modeling, Investment Advisory

Education
ISC Paris   2010 — 2012
Master 2 (Équivalent du diplôme de maîtrise au Quebec), Finance

Institut Mongazon   2008 — 2010
Diplôme de premier cycle (bac +2), Classes préparatoires

Kim Shah Kim Shah Toronto, Canada Area Details
Kim Shah's Assante Wealth Management Experience June 2004 - November 2008
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

Franco Salerno Franco Salerno Toronto, Canada Area Details
Franco Salerno's Assante Wealth Management Experience August 2012 - April 2014
Job Corporate Branch Manager Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel  November 2014 - Present
Holt Renfrew  April 2008 - Present
Investment Planning Counsel  April 2014 - November 2014
Assante Wealth Management   August 2012 - April 2014
Assante Wealth Management   February 2012 - July 2012
Assante Wealth Management   January 2010 - April 2010

Skills
Investments, Team Leadership, Mutual Funds, Financial Services, Business Strategy, Customer Service, Financial Advisory, Analysis, Retail, Finance, Sales, Inventory Control, Team Building, Recruiting, Strategic Planning

Education
Ryerson University   2009 — 2012
Honours Bachelor of Commerce (B.Comm), Business Management / Finance

Seneca College of Applied Arts and Technology   2006 — 2009
Honours Business Administration Diploma, Financial Planning

Investment Funds Institute of Canada (IFIC)
Finance and Financial Management Services

Ian D. Moorhouse Ian D. Moorhouse Kitchener, Canada Area Details
Ian D. Moorhouse's Assante Wealth Management Experience October 1997 - January 2003
Job Chief Operations Officer at Equity Associates Inc.
Industry Financial Services
Experience
Equity Associates Inc.   May 2015 - Present
Independent Accountants' Investment Group and Counsel   September 2003 - February 2014
Assante Wealth Management   October 1997 - January 2003
Canadian Imperial Bank of Commerce  May 1994 - September 1997
Canadian Imperial Bank of Commerce  June 1993 - May 1994
Wood Gundy, Merrill Lynch Canada   August 1990 - June 1993

Skills
Mutual Funds, Strategic Financial..., Investments, Financial Services, Wealth Management, Compliance, Risk Management, Risk Governance, Securities, Insurance, AML, Financial Risk, Bank Secrecy Act, Executive Management, Board of Director..., Change and Transition..., Credit, Board of Directors, Portfolio Management, Financial Advisory

Education
University of Guelph
Master's Degree, Leadership, College of Business and Economics

University of Toronto School of Continuing Education   2010 — 2011
Risk Management Certificate, Risk Management

Laurentian University/Université Laurentienne   1981 — 1986
Bachelor of Arts (B.A.), Economics and Political Science

Trinity College School   1974 — 1981
High School

Cole Wyatt Cole Wyatt Vancouver, Canada Area Details
Cole Wyatt's Assante Wealth Management Experience March 2004 - October 2008
Job Director, Qtrade Support Centre
Industry Financial Services
Experience
Qtrade Financial Group  October 2008 - Present
Assante Wealth Management   March 2004 - October 2008
CI Investments Inc.  September 2000 - March 2004

Skills
Customer Service, Team Leadership, Change Management, Problem Solving, Long-term Customer..., Operations Management, Process Improvement, Coaching, Relationship Management, Management, Business Analysis, Risk Management, Investments, Asset Managment, Mutual Funds, Financial Services, Wealth Management..., Banking, Asset Management, Leadership, Wealth Management, Securities, Call Centers, Insurance, Retirement, Wealth, Financial Analysis, Portfolio Management, Strategic Financial..., Business Strategy, Retirement Planning, Investment Advisory, Financial Planners, Financial Advisory, Estate Planning, Financial Modeling, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Finance, Analysis, Equities, Credit, Bonds, Loans, Options, ETFs, Financial Planning, Fixed Annuities

Education
Sheridan College   1995 — 1997
Diploma, Finance, General

Shafana Alidina Shafana Alidina Toronto, Canada Area Details
Shafana Alidina's Assante Wealth Management Experience 1999 - 2004
Job Director of Sales and Marketing at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  October 2013 - Present
JPMorgan Chase  February 2013 - September 2013
Self Employed  September 2010 - January 2013
HSBC  November 2004 - July 2010
Assante Wealth Management   1999 - 2004

Skills
Credit Cards, Relationship Management, Marketing, Private Label, Business, Finance, Advertising, Corporate Branding, Consumer Branding, Communications Planning, Direct Marketing, Direct Mail, Leadership, Program Management, Customer Acquisition, Customer Retention, Financial Services, Banking, Management, Strategy, Marketing Strategy

Education
Concordia University   1994 — 1997
BComm

Christie Andree Christie Andree Toronto, Canada Area Details
Christie Andree's Assante Wealth Management Experience 1998 - 1999
Job Account Manager at RPM Technologies
Industry Computer Software
Experience
RPM Technologies  June 1999 - Present
Assante Wealth Management   1998 - 1999

Skills
CRM, Requirements Gathering, SDLC, Team Leadership, Business Analysis, Risk Management, Software Project...

Education
McMaster University

Anil Persaud Anil Persaud Toronto, Canada Area Details
Anil Persaud's Assante Wealth Management Experience May 2001 - August 2002
Job Sr. Business Analyst at Scotiabank
Industry Financial Services
Experience
Scotiabank  March 2009 - Present
DundeeWealth Inc.  March 2006 - February 2009
DundeeWealth Inc  December 2004 - March 2006
RBC Dexia Investor Services  May 2001 - August 2002
Assante Wealth Management   May 2001 - August 2002
IFDS  May 2000 - October 2000

Skills
Mutual Funds, Securities, Business Analysis, Financial Services, Fixed Income, Trading Systems, Equities, Business Process Mapping, Business Requirements, Requirements Gathering, Wealth Management, Back Office, Data Analysis, Requirements Analysis, Salesforce.com

Education
Ryerson University   2001 — 2004
BComm, Information Technology Management

University of Minnesota-Twin Cities
Business Analysis Certificate

Alex Argento Alex Argento Montreal, Canada Area Details
Alex Argento's Assante Wealth Management Experience March 2008 - Present
Job Financial Advisor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   March 2008 - Present

Education
McGill University   2004 — 2007
B.Comm, Finance, Marketing

Dawson College

Gabriele Turgeon Gabriele Turgeon Montreal, Canada Area Details
Gabriele Turgeon's Assante Wealth Management Experience August 1996 - Present
Job Practice Manager at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   August 1996 - Present
Jouveinal Inc.   1990 - 1996

Skills
Wealth Management, Retirement Planning, Investments, Investment Advisory

Education
GCVI   1972 — 1977

Canadian Forces School of Administration * Logistics

Carleton University
Languages

Susan Jamieson Susan Jamieson Toronto, Canada Area Details
Susan Jamieson's Assante Wealth Management Experience August 2012 - Present
Job Compliance Officer, Complaints & Investigations at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   August 2012 - Present
CI Investments Inc.  May 2011 - August 2012
CI Investments Inc.  August 2006 - April 2010
Sherrida Personal Management   September 1998 - June 2004

Skills
Financial Services, Microsoft Office, Microsoft Excel, Managing Associates, Development Coaching, Business Correspondence, Estate Planning, Analysis, AML, Customer Service, Financial Advisory

Education
Queen's University   1989 — 1993
Bachelor of Arts, English

University of Alberta   1988 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

Bob Dorrell CIM, FCSI Bob Dorrell CIM, FCSI Toronto, Canada Area Details
Bob Dorrell CIM, FCSI's Assante Wealth Management Experience November 2005 - Present
Job SVP, Sales & Distribution at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   November 2005 - Present
Assante Wealth Management   July 2002 - November 2005
Assante Wealth Management   November 2000 - July 2002
Global Allocation Financial Group   1999 - 2000
Canada Trust  1998 - 1999
Canada Trust  1997 - 1998
Canada Trust  1995 - 1997

Skills
Creating a compelling..., Building commitment, Developing strategy, Mutual Funds, Retirement Planning, Organizational..., Wealth Management

Education
Fleming College   1980 — 1983
Business, Finance & Accounting

Valerie Romance Valerie Romance Winnipeg, Canada Area Details
Valerie Romance's Assante Wealth Management Experience 2002 - 2004
Job Global Program Manager at Varian Medical Systems
Industry Computer Software
Experience
Varian Medical Systems  September 2009 - Present
Varian Medical Systems  May 2007 - September 2009
CENGEA Solutions Inc  2004 - 2007
Assante Wealth Management   2002 - 2004
James Richardson International   1999 - 2002
Manitoba Liquor Control Commission  1994 - 1999

Skills
SDLC, Business Analysis, Program Management, Process Improvement, Project Management, Software Project..., Cross-functional Team..., Change Management, Quality Assurance, Team Leadership, Leadership, Risk Management, Requirements Analysis, Medical Devices, Project Portfolio..., Software Development, Testing, Integration, Product Management, Business Process, Business Process..., PMP

Education
Red River College   1991 — 1993
Diploma, Computer Analyst/Programmer

Vicki (Rafuse) Bates Vicki (Rafuse) Bates Halifax, Canada Area Details
Vicki (Rafuse) Bates's Assante Wealth Management Experience 1996 - 2001
Job Client Service Manager/Executive Assistant at Assante Hydrostone
Industry Marketing and Advertising
Experience
Assante Hydrostone   September 2013 - Present
Trampoline  June 2012 - August 2013
Stewart McKelvey  February 2009 - June 2012
Stonewater Homes   February 2008 - February 2009
Dundee Private Investors Inc.  2003 - 2007
Assante Wealth Management   1996 - 2001
Investors Group  1992 - 1997

Skills
Microsoft Office, Microsoft Excel, Event Planning, Legal Research, Public Relations, Employee Benefits, Employee Relations, Advertising, Public Speaking, Email Marketing, Editing, Internal Communications, Strategic Communications, Marketing, Project Management

Education
H & R Block   2013 — 2013
Tax Preparation

Nova Scotia Community College   1990 — 1991
Business Administration

Prince Andrew High School   1985 — 1988
Academic Graduate

Liru Xie Liru Xie Toronto, Canada Area Details
Liru Xie's Assante Wealth Management Experience November 2011 - January 2012
Job Associate Financial Analyst at Softcom Inc.
Industry Financial Services
Experience
Softcom Inc.  September 2014 - Present
Softcom Inc.  May 2014 - August 2014
Carich Consulting Inc.   August 2013 - May 2014
TD Wealth Management  November 2013 - January 2014
Fin-XO Securities Inc.   June 2012 - August 2012
John Molson MBA International Case Competition  January 2012 - January 2012
Assante Wealth Management   November 2011 - January 2012
KPMG  July 2010 - July 2010
Guangzhou Baiyun Asset Appraisal Co., Ltd., Guangzhou, China   July 2009 - August 2009

Skills
Microsoft Office, Problem Solving, Financial Modeling, Business Strategy, Microsoft Excel, Financial Analysis, Business Analysis, Accounting, Analysis, Banking, Financial Reporting, Corporate Finance, Data Analysis, Budgets, PowerPoint

Education
Concordia University   2010 — 2013
Master of Business Administration (MBA), Investment Management

South China Agricultural University   2006 — 2010
Bachelor of Economics, Finance and Financial Management Services

Jennifer Morin Jennifer Morin Toronto, Canada Area Details
Jennifer Morin's Assante Wealth Management Experience January 2015 - Present
Job Sales Assistant, Business Development
Industry Financial Services
Experience
Assante Wealth Management   January 2015 - Present
CI Investments Inc.  January 2013 - January 2015
CI Investments Inc.  January 2011 - January 2013
Gap Inc.  October 2009 - June 2012
Rogers Communications  April 2010 - December 2010
Concord Adex Developments  October 2009 - March 2010

Skills
Customer Service, Selling, Microsoft Excel, Microsoft Office, Outlook, Time Management, Microsoft Word, PowerPoint, Sales, Teamwork, Customer Satisfaction, Customer Experience, Data Entry

Education
Georgian College   2006 — 2008
Dipolma, Police Foundations

Crystal Chen Crystal Chen Toronto, Canada Area Details
Crystal Chen's Assante Wealth Management Experience May 2012 - August 2012
Job Staff Accountant at KPMG Canada
Industry Accounting
Experience
KPMG Canada  September 2013 - Present
Paint-A-Thon, Power Unit, Toronto, Ontario   September 2010 - September 2012
Assante Wealth Management   May 2012 - August 2012
Western Mustangs   May 2011 - July 2011
Common Purpose, Mumbai, India   July 2010 - August 2010

Skills
Fluent in Hindi, Proficient in Mandarin, Teamwork, Non-profits, Mandarin, Event Planning, Event Management, Problem Solving, Attention To Detail, Logistics, Microsoft Office, iWork, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Nonprofits, Project Management, Time Management, Research, Community Outreach, Analysis, Close Attention to..., Critical Thinking, Recruiting, Management, Project Planning, Microsoft Word, Accounting, Business

Education
The University of Western Ontario - Richard Ivey School of Business   2009 — 2013
Bachelor of Arts Honors (4 Years) Business Administration, Business

A.Y. Jackson Secondary School   2007 — 2009
Ontario Secondary School Diploma (OSSD)

The Cathedral & John Connon School   1996 — 2007
Indian Certificate of Secondary Education (ICSE)

Rudi Carter M.A., CFP Rudi Carter M.A., CFP Toronto, Canada Area Details
Rudi Carter M.A., CFP's Assante Wealth Management Experience 1990 - Present
Job Senior Wealth Advisor, The Carter Private Client Group, Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   1990 - Present
CTV & CBC TELEVISION   1973 - 1990
BBC Radio (London) - CBC/Radio-Canada (Toronto)   1970 - 1973
Canadian University Service Overseas (CUSO)   1965 - 1969

Skills
Investment Advisory, Retirement Planning, Estate Planning, Investments, Strategic Financial..., Wealth Management, Investment Strategies, Mutual Funds, Asset Management, Financial Advisory, Wealth, Retirement, Asset Allocation, Financial Planners, Wealth Management..., Finance, Portfolio Management, Critical Illness

Education
University of Sussex, UK   1969 — 1970
M.A., Political Economy

The University of British Columbia
Bachelor of Arts (B.A.), Political Science & Slavonic Studies

Thibault Barabasch Thibault Barabasch Miami, Florida Details
Thibault Barabasch's Assante Wealth Management Experience February 2013 - August 2013
Job Financial Analyst chez Corporate Finance Partners
Industry Investment Banking
Experience
Funding Wonder, Inc.   July 2014 - Present
Corporate Finance Partners   July 2014 - December 2014
Assante Wealth Management   February 2013 - August 2013
Groupon  July 2012 - January 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Data Entry, Outlook, Cashiering, Inventory Management, Gestion de portefeuille

Education
SKEMA Business School   2011 — 2014
Master in Management, MSc Financial Markets and Investments

Université de Strasbourg   2008 — 2011
Economics and Management Bachelor, Economics - Economical Analysis

Lycée Louis Pasteur - Strasbourg   2004 — 2007
Science Baccalauréat, Physics - Chemistry

Sean Roheim Sean Roheim Toronto, Canada Area Details
Sean Roheim's Assante Wealth Management Experience April 2012 - June 2014
Job Investment Representative at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  June 2014 - Present
Self Employed  February 2011 - Present
Assante Wealth Management   April 2012 - June 2014
RBC Dominion Securities  November 2011 - March 2012
Fieldmasters Canada   May 2005 - September 2010

Skills
Commodities, FX, GIS, Research, Geography, Event Planning, Marketing Strategy, Social Media Marketing, Interpersonal Skill, Office Administration, Networking, Investments, Mutual Funds, Marketing

Education
Canadian Securities Institute   2011 — 2012
CSC, CPH

The University of British Columbia   2005 — 2010
BA, Human Geography, Economics

Sir John A Macdonald

Kirsty MacDonald Kirsty MacDonald Toronto, Canada Area Details
Kirsty MacDonald's Assante Wealth Management Experience December 2005 - May 2013
Job Director of Branch Audit, Compliance at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities  July 2014 - Present
Ontario Securities Commission  May 2013 - July 2014
Assante Wealth Management   December 2005 - May 2013
MFDA  March 2009 - August 2009
Assante Wealth Management   December 2005 - March 2009
Fundtrade   March 2002 - May 2006
B2B Trust  2000 - 2002
RBC  1999 - 2001

Skills
Mutual Funds, Securities, Investments, Compliance, Wealth Management, AML, Estate Planning, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Planners, Asset Management, Portfolio Management, Retirement Planning, Wealth, Risk Management, Financial Services, Retirement, Auditing, Equities, Financial Advisory, Financial Risk, Team Management, Standards Compliance, Insurance, Asset Allocation, Fixed Income, Wealth Management..., Finance, Investment Management, Pensions, Banking, Hedge Funds, Mortgage Lending, Relationship Management, Fixed Annuities, Financial Analysis, Income Protection, Personal Financial..., Life Insurance, Alternative Investments, Personal Finance, Critical Illness, Trading, Series 7, Options, Bloomberg, Disability Insurance, Bonds, High Net Worth...

Education
Sheridan College   1992 — 1994
Education

George Brown College

Mount Florida

Sheridan College
Nursing RN

Bobbie Dukelow Bobbie Dukelow Winnipeg, Canada Area Details
Bobbie Dukelow's Assante Wealth Management Experience April 2003 - January 2004
Job Career Centre Leader Software Development at GreatWest Life
Industry Information Technology and Services
Experience
Great-West Life  January 2004 - Present
Assante Wealth Management   April 2003 - January 2004
James Richardson International   April 1996 - April 2003
MTS Allstream  September 1988 - April 1996
Cargill  July 1987 - September 1988

Skills
Team Leadership, Systems Analysis, Requirements Analysis, Business Analysis, Project Management, Software Development, Project Planning, Quality Assurance, Business Process, Analysis, IT Recruitment, Resource Management, Performance Management, SDLC, Management, Leadership

Education
Red River College   1985 — 1987
Computer Analyst Programmer Diploma, Information Technology

Ayashah (Lappage) Kothawala Ayashah (Lappage) Kothawala Calgary, Canada Area Details
Ayashah (Lappage) Kothawala's Assante Wealth Management Experience 1993 - 2002
Job Mortgage Advisor at Jencor Mortgage
Industry Financial Services
Experience
Jencor Mortgage  May 2011 - Present
Diversified Staffing Services Ltd.  October 2006 - July 2010
Kendall Sinclair & Partners Financial Services   March 2002 - June 2006
Assante Wealth Management   1993 - 2002

Skills
Refinance, Mortgage Lending, Commercial Mortgages, Loans, Sales, Residential Mortgages, Credit, Debt Consolidation, Credit Analysis, First Time Home Buyers, Mortgage Underwriting, Banking, Sales Management, Investment Properties, Real Estate, Certified Mortgage..., Investments, Real Estate Financing, Finance, Mortgage Banking, Referrals

Education
University of Ottawa   1985 — 1989
BSocSc, Sociology

Marianopolis College   1982 — 1984
Social Sciences

Riverdale High   1977 — 1982

Akiva Ames Akiva Ames Toronto, Canada Area Details
Akiva Ames's Assante Wealth Management Experience April 2003 - April 2009
Job Associate Investment Advisor at Allen Private Wealth of HollisWealth (a division of Scotia Capital Inc.)
Industry Financial Services
Experience
HollisWealth (a division of Scotia Capital Inc.)   August 2009 - Present
Assante Wealth Management   April 2003 - April 2009
Charter One Mortgage  January 2001 - December 2001
Chase Manhattan Corporation  June 2000 - January 2001

Skills
Investments, Mutual Funds, Tax, Retirement Planning, Investment Strategies, Equities, Fixed Income, Financial Advisory, Financial Services, Trading, HollisWealth &..., nor do they supervise..., Options, Wealth, Banking, Asset Management, Capital Markets, Bonds, Finance, Wealth Management..., Alternative Investments, Financial Risk, Financial Analysis, Asset Allocation, Estate Planning, Securities, Strategic Financial..., Investment Advisory, Hedge Funds, Retirement, Mortgage Lending, Financial Planners, Wealth Management, ETFs, Analysis, Investment Management, Portfolio Management

Education
David N. Myers University   1997 — 2000
BBA, Economics/Finance

RNRY

Dawn Daughton Dawn Daughton Vancouver, Canada Area Details
Dawn Daughton's Assante Wealth Management Experience March 2005 - November 2008
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  October 2010 - Present
Sun Life Financial  April 2010 - January 2011
BCSC Securities Policy Advisory Committee   2007 - 2010
Dawn Daughton Consulting   2008 - 2009
Assante Wealth Management   March 2005 - November 2008
belairdirect / ING Canada  February 2004 - March 2005
Berkshire Group  February 1998 - March 2003
TD Waterhouse  February 1996 - February 1998
CIBC Wood Gundy  February 1994 - February 1996

Skills
Retirement, Wealth Management, Financial Services, Strategic Financial..., Small Business, Securities, Risk Management, Investments, Disability Insurance, Retirement Planning, Estate Planning, Insurance, Employee Benefits, Critical Illness, Asset Management, Recruiting, Financial Planners, Investment Advisory, Management, Mutual Funds, Portfolio Management, Fixed Annuities, Succession Planning, Business Development, Investment Strategies, Long-term Care, Mortgage Lending, Finance, Wealth, Health Insurance, Equities, Life Insurance, Financial Planning

Education
McMaster University   1990 — 1993
B.A., Psychology

Earl Kaplin Earl Kaplin Montreal, Canada Area Details
Earl Kaplin's Assante Wealth Management Experience 1985 - Present
Job Senior Financial Planner at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Wealth Management   1985 - Present
Assante Estate & Insurance Inc.   1998 - 2011
DPM Financial Planning Group   October 1984 - September 1998

Skills
Estate Planning, Investments, Wealth Management, Retirement, Asset Allocation, Portfolio Management, Securities, Finance, Tax, Wealth Management..., Asset Management, Financial Services, Investment Management, Pensions, Insurance, Critical Illness, Equities

Education
Concordia University   1977 — 1980
B Comm, with distinction - Marketing and Entrepreneurship

Joady Guyot Joady Guyot Toronto, Canada Area Details
Joady Guyot's Assante Wealth Management Experience September 2010 - Present
Job Business Development and Coaching. Specialist in recruiting and succession planning for financial advisors
Industry Financial Services
Experience
Assante Wealth Management   September 2010 - Present

Skills
Coaching, Retirement, Team Leadership, Customer Service, Process Improvement, Relationship Management, Business Strategy, Strategic Planning, Business Development

Education
Concordia University

CEGEP - John Abbott College

Chris Butler Chris Butler Halifax, Canada Area Details
Chris Butler's Assante Wealth Management Experience 1998 - 1999
Job Associate Portfolio Manager & Financial Planner at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities  June 2008 - Present
RBC Dominion Securities  June 2008 - Present
rbc  2006 - 2008
RBC ROYAL BANK  2004 - 2006
RBC Royal Bank  2002 - 2004
RBC Royal Bank  2001 - 2002
Global Maxfin Investments Inc.  1999 - 2001
Assante Wealth Management   1998 - 1999
Clarica Financial Services  1997 - 1998

Skills
Estate Planning, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Investment Management, Insurance, Charities, Portfolio Management

Education
Northern Alberta Institute of Technology   1981 — 1983

Cape Breton University   1978 — 1979

Silvija Pukitis Silvija Pukitis Toronto, Canada Area Details
Silvija Pukitis's Assante Wealth Management Experience June 2011 - August 2011
Job Investment Analyst, Canadian Value Equity Team at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management  January 2014 - Present
John Hancock Financial Services  August 2013 - January 2014
Manulife Financial  January 2013 - August 2013
Manulife Financial  July 2012 - January 2013
Assante Wealth Management   June 2011 - August 2011
Deloitte Canada  May 2010 - August 2010
Stericycle  May 2009 - August 2009

Skills
Research, Financial Modeling, CRM, Investments, Sales, Economics, Marketing, Finance, Financial Analysis

Education
McGill University   2008 — 2012
Bachelor of Commerce, Minor in Economics, Concentration in Finance

University of Toronto   2011 — 2011
International Economics

Amsterdam University of Applied Sciences   2010 — 2011
Bachelor of Commerce, Economics, Finance, Marketing

HES Amsterdam School of Business
program for Bachelor of Commerce

Polina Avraham CPA, CA, CPA (Maine) Polina Avraham CPA, CA, CPA (Maine) Toronto, Canada Area Details
Polina Avraham CPA, CA, CPA (Maine)'s Assante Wealth Management Experience October 2011 - July 2012
Job Finance & Accounting Professional
Industry Insurance
Experience
Financial Resource Partners   August 2012 - August 2013
Assante Wealth Management   October 2011 - July 2012
AIG  January 2007 - October 2011
Laing & Rohr Chartered Accountants   July 2005 - December 2006
Amvic Building System  April 2003 - July 2005

Skills
Insurance, Financial Reporting, Process Improvement, Management Accounting, IFRS, SAP, Financial Recruiting, Talent Acquisition, Talent Management, FPA, Accounting, Financial Modeling, Consolidation, Account Reconciliation, Variance Analysis

Education
AICPA   2013 — 2013
CGMA (Chartered Global Management Accountant)

CPA Canada   2012 — 2012
CPA (Chartered Professional Accountant)

The Institute of Chartered Accountants of Ontario   2007 — 2007
CA (Chartered Accountant)

AICPA   2002 — 2002
CPA (Certified Public Accountant)

Ben-Gurion University of the Negev   1997 — 2001
BA (major in Accounting), Accounting, Economics

Steve Seely Steve Seely Red Feather Lakes, Colorado Details
Steve Seely's Assante Wealth Management Experience January 1997 - June 2002
Job Deputy Director at Shambhala Mountain Center
Industry Nonprofit Organization Management
Experience
Shambhala Mountain Center  April 2014 - Present
Shambhala Mountain Center  July 2013 - April 2014
Northwest Regional Primary Care Association  September 2008 - May 2013
Nitartha Institute   July 2002 - August 2008
Assante Wealth Management   January 1997 - June 2002
Fortune Financial  June 1994 - January 1997

Skills
Fundraising, Partnership Development, Grant Writing, Marketing, Volunteer Management, Program Management, Non-profits, Partnerships, Community Outreach, Public Speaking, Operations Management, Strategic Planning, Program Development, Program Evaluation, Nonprofits, Budgets, Healthcare, Grants, Training, Annual Giving, Qualitative Research, Public Health, Event Planning, Policy, Fundraisers, Management, Research, Leadership, Community Development, Project Management, Teaching, Editing, Leadership Development, Workshop Facilitation, Staff Development, Non-profit Board..., Policy Analysis, Public Relations, Social Media, Philanthropy, Organizational..., Recruiting, Team Building, Stewardship, Non-profit..., Coaching, Board Development, Project Planning

Education
Carnegie Mellon University   1969 — 1971
english, engineering

Orelund Montgomery Orelund Montgomery Winnipeg, Canada Area Details
Orelund Montgomery's Assante Wealth Management Experience September 2005 - March 2006
Job Private Wealth Analyst at Pavilion Financial Corporation
Industry Financial Services
Experience
Pavilion Financial Corporation  April 2014 - Present
National Bank Financial  December 2011 - April 2014
Wellington West  August 2008 - January 2012
Wellington West Asset Management Inc.   February 2007 - July 2008
Assante Wealth Management   September 2005 - March 2006
Assante Wealth Management   August 2000 - September 2005

Skills
Excel, Microsoft Office, PowerPoint, Microsoft Excel, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Banking, Project Management, Asset Management, Investment Strategies, Investments, Securities, Equities, Bonds, Investment Advisory

Education
Canadian Securities Course   2011 — 2012
Currently enrolled in CSC

The University of Winnipeg   1990 — 1995
BA, Psychology, Biology, physiological psych.

St. James Collegiate High School   1986 — 1989

Peter Pomponio Peter Pomponio Montreal, Canada Area Details
Peter Pomponio's Assante Wealth Management Experience July 1993 - Present
Job Owner, President Assante Dorval Managing Director, Assante Quebec
Industry Financial Services
Experience
Assante Wealth Management Quebec   June 2012 - Present
Assante Wealth Management   July 1993 - Present

Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Investments, Investment Strategies, Mutual Funds, Retirement, Strategic Financial...

Education
Quebec Institute of Financial Planning   1997 — 1997
FP, Financial Planning

The Financial Planners Standards Council Of Canada   1997 — 1997
CFP, Financial Planning

Order of Chartered Administrators   1996 — 1996
C.Adm., Finance

Concordia University   1987 — 1990
B.Comm., Finance

Éric Lauzon Éric Lauzon Montreal, Canada Area Details
Éric Lauzon's Assante Wealth Management Experience 2006 - Present
Job VP business development and recruiting at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   2006 - Present
National Bank Securities  2004 - 2006
AIC Mutual Funds   2001 - 2004
Environics Research Group  1994 - 2001

Skills
Financial Services, Financial Advisory, Investments, Business Development, Derivatives, Mutual Funds, Marketing, Management, Investment Strategies, Market Research, Investment Advisory, Wealth Management, Portfolio Management

Education
HEC Montréal   1987 — 1990
Business

College Jean-de-Brebeuf   1985 — 1987
DEC

Don Proteau Don Proteau Vancouver, Canada Area Details
Don Proteau's Assante Wealth Management Experience 1997 - Present
Job Senior Financial Planner, Proteau Financial Group, Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   1997 - Present
FPC Investments   1985 - 1997

Skills
Retirement, Wealth, Investment Advisory, Portfolio Management, Finance, Investment Strategies, Personal Tax Planning, Wealth Management, Investments, Retirement Planning for..., Estate Planning, Strategic Financial..., Financial Planners, Wealth Management..., Retirement Planning, High Net Worth..., Mutual Funds, Financial Advisory, Critical Illness, Income Protection, Pensions, Asset Allocation, Securities, Asset Management, Financial Planning, Risk Management, Wealth Accumulation, Investment Management, Personal Financial..., Personal Finance, Savings, ETFs, Holistic Financial..., Retirement Savings, Financial Services, Equities

Education
CSI   2009 — 2010
CIM, Securities

Financial Planning Standards Council
CFP, Personal Finance

The University of British Columbia   1976 — 1980
BCom

Helen Hatzitzanakis Helen Hatzitzanakis Montreal, Canada Area Details
Helen Hatzitzanakis's Assante Wealth Management Experience 2003 - 2009
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities  2009 - Present
Assante Wealth Management   2003 - 2009
DPM   1996 - 2000

Skills
Wealth Management, Investment Advisory, Investment Strategies, Financial Planning, Asset Management, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Retirement Planning, Equities

Education
Concordia University
B.Comm Fin, Finance

Vitaliy Milentyev Vitaliy Milentyev Edmonton, Canada Area Details
Vitaliy Milentyev's Assante Wealth Management Experience 2001 - 2004
Job President at Global Wealth Builders
Industry Investment Management
Experience
Global Wealth Builders   November 2008 - Present
ING Bank Ukraine   2006 - 2008
Assante Wealth Management   2001 - 2004

Skills
Investments, Investment Management, Asset Managment, Corporate Finance, Due Diligence, Equities, Capital Markets, Investment Banking, Economics, Portfolio Management, Investment Advisory, Investment Strategies, Wealth Management, Financial Analysis, Fixed Income, Securities, Mutual Funds, Bonds, Asset Management, Emerging Markets, Financial Markets, Equity Research

Education
University of Manitoba   1999 — 2001
MA, Economics

Odessa State Economics University   1994 — 1999
Master's, Finance and Credit

Thomas Bethune Thomas Bethune Toronto, Canada Area Details
Thomas Bethune's Assante Wealth Management Experience May 2007 - September 2007
Job Enterprise Account Manager at Softchoice
Industry Information Technology and Services
Experience
Softchoice  August 2015 - Present
Softchoice  September 2012 - Present
Shopcastr Inc.   January 2012 - May 2012
Business News Americas  December 2008 - March 2010
Assante Wealth Management   May 2007 - September 2007
Rogers Communications  April 2006 - September 2006

Skills
Sales, Management, Marketing Strategy, Project Management, Customer Service, Research, Team Leadership, Business Development, New Business Development, Strategic Planning, Product Marketing, Account Management, Negotiation, Creative Problem Solving, Solution Selling, B2B, Customer Retention

Education
CBS   2011 — 2011
Master of Business Administration (MBA)

   2010 — 2011
MBA, International Business focus

Jorge Ramos, CFP, CLU, CHS Jorge Ramos, CFP, CLU, CHS Toronto, Canada Area Details
Jorge Ramos, CFP, CLU, CHS's Assante Wealth Management Experience October 2014 - Present
Job Senior Estate Planning Consultant
Industry Insurance
Experience
Assante Wealth Management   October 2014 - Present
Financial Intelligence   September 2007 - Present
Industrial Alliance  February 2010 - October 2014
Weigh House Investor Services   2009 - 2010
BMO Harris Private Banking  September 2007 - February 2009
Transamerica Life Canada  2001 - 2007
Aegon  2001 - 2007
DundeeWealth Inc.  1998 - 2001

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Insurance, Investments, Mutual Funds, Life Insurance, Disability Insurance, Estate Planning, Retirement, Critical Illness, Investment Strategies, Business Strategy, Financial Services, Portfolio Management, Financial Planners, Strategic Planning, Fixed Annuities, Business Planning, Marketing Strategy, Financial Advisory, Investment Advisory, Term Life Insurance, Wealth, Financial Planning, Health Insurance, Long-term Care, Sales, Small Business, Coaching, Risk Management, Employee Benefits, Pensions, Finance, Relationship Management, Management, Asset Allocation, Securities, Financial Analysis, Leadership, Strategy

Education
Centennial College   1989 — 1992
International Business, International Business

De La Salle   1984 — 1987
High School, High School

Devin MacKie, CFP®, AIF® Devin MacKie, CFP®, AIF® San Francisco Bay Area Details
Devin MacKie, CFP®, AIF®'s Assante Wealth Management Experience January 1999 - September 2003
Job Investment Advisor at Corinthian Wealth Management
Industry Investment Management
Experience
Corinthian Wealth Management   April 2007 - Present
AIG Financial Advisors  October 2005 - March 2007
Sentra Securities Corporation   October 2003 - October 2005
Assante Wealth Management   January 1999 - September 2003
Reinhardt Werba Bowen Securities, Inc.   June 1996 - January 1999

Skills
Special Needs Trust Mgmt, Special Needs Trusts, Financial Advisory, Wealth Management, Insurance Services, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Management, Retirement Planning, Estate Planning

Education
San Jose State University
Bachelor of Arts (B.A.), Business Marketing & Finance

Jonathan Simeone Jonathan Simeone Montreal, Canada Area Details
Jonathan Simeone's Assante Wealth Management Experience October 2012 - Present
Job Wealth Management Advisor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   October 2012 - Present
Deloitte & Touche  March 2011 - May 2012

Education
Concordia University   2007 — 2010
B.Comm

CFA Institute

Steffen Smith Steffen Smith Ottawa, Canada Area Details
Steffen Smith's Assante Wealth Management Experience June 2014 - Present
Job Junior Research Associate at Assante Wealth Management
Industry Computer Software
Experience
Assante Wealth Management   June 2014 - Present
Assante Wealth Management   May 2013 - May 2014
J&R Hall Transport   June 2011 - August 2011
J&R Hall Transport   January 2006 - June 2011
Clear Path Employer Services   September 2010 - December 2010
Teranet Inc.  January 2010 - April 2010
Altruck International Truck Centres   June 2009 - August 2009
SSS Relay for Life Committee   February 2008 - May 2008
New Dundee Golf and Country Club   May 2005 - September 2005

Skills
Statistics, QuickBooks, PowerPoint, Time Management, Accounting, Microsoft Office, Teamwork

Education
Carleton University   2015 — 2017
Bachelor’s Degree, Computer Science

Carleton University   2011 — 2014
Bachelor's Degree, Honours Applied Economics, With Distinction

Vinaika Mansukhani Vinaika Mansukhani Toronto, Canada Area Details
Vinaika Mansukhani's Assante Wealth Management Experience March 2015 - Present
Job Marketing Approvals Coordinator at Assante Wealth Management
Industry Investment Management
Experience
Assante Wealth Management   March 2015 - Present
CI Investments Inc.  October 2013 - February 2015
Sheridan  January 2013 - March 2013
FedEx Ground  May 2012 - July 2012
Future Shop  November 2011 - December 2011
Iberic Oil   October 2010 - April 2011

Skills
Microsoft Office, Time Management, Teamwork, Microsoft Excel, PowerPoint, Accounting, Marketing, Research, Microsoft Word, Customer Service, Account Reconciliation, Team Leadership, Project Management

Education
Sheridan College   2009 — 2013
Bachelor's of Business Administration - Global Business Management, Logistics and Marketing

Sonia Conti Sonia Conti Montreal, Canada Area Details
Sonia Conti's Assante Wealth Management Experience ManagerAssante Wealth Management2006 - 2011
Job Advisor Relations Manager at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   ManagerAssante Wealth Management2006 - 2011

Skills
Investments, Leadership, Wealth Management, Mutual Funds, Retirement Planning

Education
Concordia University   2001 — 2004

Marianopolis College   1999 — 2001

Nathalie Blouin Nathalie Blouin Montreal, Canada Area Details
Nathalie Blouin's Assante Wealth Management Experience December 2008 - Present
Job Executive Assistant at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   December 2008 - Present
Alcoa  September 2000 - March 2003

Skills
Administrative..., Spreadsheets, Outlook, Microsoft Excel, Office Administration, Data Entry, Bookkeeping, Customer Service, Regulatory Compliance, Payroll Processing, Corporate Tax, Sales Tax, QuickBooks, Simply Accounting, PowerPoint

Education
George Brown College
Bachelor of Business Administration (BBA)

Karim Mecklai, BA(Econ),Dipl(Acct) Hons., PDO Karim Mecklai, BA(Econ),Dipl(Acct) Hons., PDO Toronto, Canada Area Details
Karim Mecklai, BA(Econ),Dipl(Acct) Hons., PDO's Assante Wealth Management Experience July 2003 - November 2008
Job Business Development Executive Financial Services
Industry Financial Services
Experience
Bline Save consultants Inc.   September 2015 - Present
Portfolio Strategies Securities Inc   October 2011 - Present
B2B Bank  March 2011 - October 2011
Beacon Wealth Management  January 2010 - August 2011
DundeeWealth Inc.  2009 - January 2010
Assante Wealth Management   July 2003 - November 2008
Equion Financial Group   May 2000 - February 2002
CM Oliver Financial Corporation   July 1998 - April 2000

Skills
Accounting, Regulatory Risk, Investments, Regulations, Wealth Management, Mutual Funds, Strategic Financial..., Securities, Business Development, Investment Strategies, Investment Advisory, Estate Planning, Financial Services, Portfolio Management, Strategy, Financial Advisory, Retirement, Equities, ETFs, Wealth, Retirement Planning, Asset Management, Investment Management, Finance, Financial Planners, Insurance, Alternative Investments, Wealth Management..., Banking, Asset Allocation, Private Equity, Hedge Funds, Relationship Management, High Net Worth..., Fixed Income, Bonds, Capital Markets, Corporate Finance, Financial Risk, Fixed Annuities, Investment Banking, Pensions, Risk Management, Financial Planning

Education
CSI Institute (PDO)   2007 — 2007
PDO (IIROC), Financial services Exam

Langara College (CGA Program)   1987 — 1989
Diploma Hons, Accounting(3rd level CGA)

The University of British Columbia   1980 — 1984
BA, Economics

Andrew Simboli Andrew Simboli Ottawa, Canada Area Details
Andrew Simboli's Assante Wealth Management Experience January 2008 - Present
Job Associate Advisor. Building, Managing, Preserving Wealth
Industry Investment Management
Experience
Assante Wealth Management   January 2008 - Present
Scotiabank  January 2007 - January 2008

Skills
Strategic Financial..., Portfolio Management, Wealth Management, Asset Allocation, Investments, Risk Management, Stock Trading, Asset Management

Education
Bishop's University   2002 — 2006
BBA, Finance

St. Marks

Alexis Éthier Alexis Éthier Montreal, Canada Area Details
Alexis Éthier's Assante Wealth Management Experience December 2014 - January 2015
Job Founder CEO at Veta Club
Industry Investment Management
Experience
Veta.club   September 2015 - Present
TEC Energy Inc.   April 2015 - July 2015
Denis Ethier Arpenteur-Géomètre   June 2014 - June 2015
Institut universitaire en santé mentale de Montréal   April 2010 - May 2015
SDI Marketing  February 2015 - April 2015
Assante Wealth Management   December 2014 - January 2015
Bloomberg LP  2014 - 2015
Location MSA   October 2009 - December 2014
Personal Portfolio Management   2007 - 2014
Boston Pizza  October 2007 - January 2010

Skills
Stock Trading, Corporate Finance, Financial Analysis, Management Consulting, Financial Modeling, Time Management, Technical Data Analysis, Coding Languages, Market Research, Due Diligence, Investment Management, Marketing Material &..., Microsoft Office, Advanced Excel macro/VBA, Negotiation, Big Data Analytics, Creativity Skills, Operations Management, Strategic Planning, Social Networking, Investment Strategy..., Interpretation &..., Investment Advisory, Bloomberg Terminal, Organizational..., Investment Banking, Leveraged Finance, Graphic Design, Video Editing, Website Development, Mental Health, Interior Design, Distribution Logistics, Strategic Hedging, Macroeconomic..., Microsoft Operating...

Education
HEC Montréal
Master’s Degree, Financial Engineering

Harvard Business School
Pre-MBA HBX CORe Intensive

McGill University   2012 — 2014
Bachelor of Commerce, Major in Finance, (Desautels Faculty of Management)

Concordia University   2014 — 2014
Summer Exchange, Canadian Law/Legal Studies/Jurisprudence, Compliance

Marianopolis College   2010 — 2012
Diploma of College Studies, Accounting, Commerce and Management, Dean's List

Collège Jean de la Mennais   2005 — 2010
Diplôme d'études secondaires, Enrich Program, Dean's List

Jeanette Boleantu Jeanette Boleantu Calgary, Canada Area Details
Jeanette Boleantu's Assante Wealth Management Experience June 2006 - Present
Job Licensed Assistant at Assante Wealth Management
Industry Investment Banking
Experience
Assante Wealth Management   June 2006 - Present
The Expatriate Group Inc.   June 2006 - Present
Calgary Arts Academy   2011 - 2015
Calgary Arts Academy   2011 - 2015
Calgary Arts Academy   2011 - 2015
Town of Canmore   May 2004 - June 2005
Alberta Municipal Affairs  May 2004 - May 2005
Travel Alberta  April 2003 - September 2003
University of Lethbridge  1998 - 2003
WestJet  1999 - 2002

Skills
Team Building, Onboarding, Human Resources, Performance Management, New Hire Orientations, Employee Relations, Leadership, Conflict Resolution, Payroll, Personnel Management, Customer Service, Orientation, Payroll Administration, Expatriate Tax, Wealth Management..., Expatriate Management, Repatriation, Web Development, Client Relations, Client Services, Public Speaking, Marketing Communications, Non-Resident Wealth..., Teamwork, Sales, Interpersonal..., Process Improvement, Operational Excellence, Arbitration, Creative Writing, Microsoft Excel, Professional..., Strategic Planning, Business Strategy, Small Business, Senior Administration, Event Planning, Photography, Safety Management..., Human Resource..., Office Administration, Team Building..., Strategy Implementation, High Performance Sales..., Stakeholder Engagement, Business Planning, Strategic Vision, Feedback Management, Income Tax, Investment Management

Education
Canadian Securities Institute   2006 — 2007
CSC, Finance, General

Alberta Municipal Health & Safety Association (AMHSA )   2004 — 2004
Health & Safety Auditor, Health & Safety

The University of Lethbridge   1997 — 2004
Bachelor of Management, Human Resources

Western Canada High School   1995 — 1997

Joyce Ng Joyce Ng Vancouver, Canada Area Details
Joyce Ng's Assante Wealth Management Experience August 2012 - December 2012
Job Owner + Head (Only) Baker at Cakes in a Box Co.
Industry Writing and Editing
Experience
Cakes in a Box Co.   July 2014 - Present
Urban Cultivator   May 2014 - Present
TEDxVancouver  April 2014 - Present
Pigeons & Planes (Complex Media, Inc. O&O)   October 2011 - Present
Lost Boys Life (lostboyslife.com)   March 2011 - October 2014
The University of British Columbia  December 2012 - March 2014
Assante Wealth Management   August 2012 - December 2012
The University of British Columbia  September 2011 - April 2012
The University of British Columbia  July 2010 - September 2010
Starbucks  January 2008 - January 2010

Skills
Editing, Writing, Blogging, Research, Music, Online Marketing, HTML, Online Research, WordPress, Social Media, Social Networking, Management, Event Planning, Customer Service, Copy Editing, Creative Writing

Education
The University of British Columbia   2007 — 2012
Bachelor of Arts, English Literature and Psychology

Darrell Bartlett, CA, CIA Darrell Bartlett, CA, CIA Toronto, Canada Area Details
Darrell Bartlett, CA, CIA's Assante Wealth Management Experience September 2006 - November 2008
Job Chief Compliance Officer at Knowledge First Financial
Industry Financial Services
Experience
Knowledge First Financial  March 2014 - Present
Investment Planning Counsel of Canada   April 2009 - March 2014
Assante Wealth Management   September 2006 - November 2008
RBC  April 2004 - June 2006
RBC Dominion Securities  January 2003 - April 2004
RBC  October 2001 - December 2002
Berkshire Investment Group  1997 - 2000

Skills
Asset Managment, Brokerage, Securities, Risk Management, Investments, Banking, Financial Risk, Finance, Auditing, Leadership, Mutual Funds, AML, Investment Advisory, Wealth Management, Portfolio Management, Commodity Risk..., Asset Management, Credit, Wealth Management..., Retirement Planning, Insurance, Estate Planning, Retirement, Compliance, Investment Strategies, Financial Services, Financial Analysis, Strategic Financial..., Financial Advisory, Wealth, Equities, Hedge Funds, Alternative Investments, Options, Due Diligence, Asset Allocation, Series 7, Mortgage Lending, Life Insurance, ETFs, High Net Worth..., Relationship Management, Financial Markets, Pensions, Financial Planners, Fixed Income, Fixed Annuities, FINRA, Capital Markets, Personal Financial...

Education
University of Alberta   1981 — 1983
Bachelor of Commerce (B.Com.)

Red Deer College   1979 — 1981
B. Comm Transfer

Meaghan Glaab Meaghan Glaab Toronto, Canada Area Details
Meaghan Glaab's Assante Wealth Management Experience 2014 - 2015
Job Experienced and dynamic business development, and marketing professional
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   2015 - Present
Assante Wealth Management   2014 - 2015
Assante Wealth Management   2011 - 2014
Sun Life Financial  2009 - 2011
CI Investments  2007 - 2007
CI Investments  2006 - 2006

Skills
Marketing, Mutual Funds, Event Management, Wealth Management, Event Planning, Investments, Financial Services, Asset Allocation, Wealth, Investment Advisory, Marketing Strategy, Social Media Marketing, Marketing Communications

Education
Acadia University   2003 — 2007
Bachelor’s Degree, Recreation Management

University of Toronto   2009 — 2011
Certificate, Project Management

Amy Arseneau Amy Arseneau Ottawa, Canada Area Details
Amy Arseneau's Assante Wealth Management Experience August 2007 - October 2008
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

Lorenzo Calabrese Lorenzo Calabrese Toronto, Canada Area Details
Lorenzo Calabrese's Assante Wealth Management Experience 2000 - Present
Job Manager, Dealer Operations at Assante Wealth Mangement
Industry Financial Services
Experience
Assante Wealth Mangement   February 2000 - Present
Assante Wealth Management   2000 - Present

Skills
Investment Advisory, Retirement, Investments, Equities, Mutual Funds, Asset Allocation, Wealth Management, Investment Management, Financial Services, Relationship Management, Estate Planning, Portfolio Management, Retirement Planning, Asset Managment, Securities, Insurance, Risk Management, Strategic Financial..., Pensions, Financial Advisory, Wealth, Banking, Finance, Investment Strategies, Alternative Investments, Asset Management, Financial Planners, Fixed Income, Financial Planning

Education
Humber College   1995 — 1997
Business Management, Business, Management, Marketing, and Related Support Services

Jeremy Lermitte Jeremy Lermitte San Francisco Bay Area Details
Jeremy Lermitte's Assante Wealth Management Experience December 2010 - December 2011
Job Growth Team at Uber
Industry Internet
Experience
Uber  June 2014 - Present
Uber  February 2014 - June 2014
Uber  May 2012 - January 2014
Vanalytics - Financial Technologies   June 2011 - April 2012
Assante Wealth Management   December 2010 - December 2011
Bright Trading  January 2010 - September 2010
All In One Landscaping   April 2008 - September 2009

Skills
Financial Modeling, Portfolio Management, Analytics, Entrepreneurship, Business Development, Social Media, HTML, Marketing Strategy, Business Strategy, Management Consulting, PostgreSQL, SQL, Net Promoter Score, Email Marketing

Education
General Assembly   2012 — 2012
Front-End Web Development

Trinity Western University   2006 — 2011
BBA, Finance

Fachhochschule Wiener Neustadt   2007 — 2008
Finance

James Leard James Leard Vancouver, Canada Area Details
James Leard's Assante Wealth Management Experience July 2009 - June 2011
Job Community Manager at Crowd Wellness
Industry Internet
Experience
Crowd Wellness   February 2015 - Present
Winflex Health Solutions Inc   May 2011 - August 2011
Co-Athletic   May 2011 - July 2011
Assante Wealth Management   July 2009 - June 2011
Ewareness Holistic Marketing   December 2008 - May 2011
bubblebox:media   August 2008 - October 2008

Skills
Blogging, Social Media, SEO, Social Media Marketing, Email Marketing, Wordpress, Writing, Brand Development, Graphic Design, Website Development, Web Development, Web Content, Web Marketing, Strategic Communications, Project Management, Photography, Online Marketing, Social Networking, Online Advertising, WordPress, Facebook, Web Design, Joomla, Web Analytics, E-commerce

Education
British Columbia Institute of Technology   2007 — 2008
Senior Management Certificate in New Media & Web Development, New Media and Web Design

Camosun College   2004 — 2007
Business Administration, Business

Jawwad Khan Jawwad Khan Toronto, Canada Area Details
Jawwad Khan's Assante Wealth Management Experience 2005 - 2006
Job Sr. Analyst, Client Services at LoyaltyOne
Industry Retail
Experience
LoyaltyOne  January 2014 - Present
Target  February 2012 - January 2014
TD Canada Trust  December 2008 - January 2012
The Waterside Inn  July 2008 - December 2008
Tim Hortons  July 2005 - July 2008
Assante Wealth Management   2005 - 2006

Skills
Brand Development, Marketing Management, Marketing Communications, Marketing Strategy, Public Speaking, Public Relations, Consumer Behavior, Customer Experience, Professional..., Customer Insight, Customer Service, Report Writing, Relationship Marketing, Attraction Marketing, Leadership, Business Analysis, Marketing, Management, Training, Sales, Customer Satisfaction, Marketing Research, Market Research, Retail, Teamwork, Competitive Analysis, Merchandising, Brand Management, Market Analysis, Inventory Management, Microsoft Excel, Forecasting, Social Media Marketing, Team Leadership, CRM, People Skills, Commitment to Quality, Consumer Marketing, Motivation, Business Insights

Education
Ryerson University   2009 — 2011
Bachelor of Commerce, Marketing

Sheridan College   2006 — 2009
Honours Advanced Diploma in Business Administration, Marketing

Turner Fenton High School

Turner Fenton High School

Turner Fenton High School

Christine Barlow-Baraniuk Christine Barlow-Baraniuk Toronto, Canada Area Details
Christine Barlow-Baraniuk's Assante Wealth Management Experience 2000 - 2005
Job Sr. Marketing Manager, Regional Marketing (Ontario)
Industry Wireless
Experience
TELUS  August 2015 - Present
Koodo Mobile  October 2011 - August 2015
TELUS  January 2011 - October 2011
TELUS  October 2008 - January 2011
TELUS  August 2005 - September 2008
Assante Wealth Management   2000 - 2005
Assante Wealth Management   2000 - 2005

Skills
Product Marketing, Customer Experience, Marketing, Multi-channel Marketing, Product Management, Cross-functional Team..., Telecommunications, Go-to-market Strategy, Mobile Devices, Sales, Wireless, Strategy, Competitive Analysis, Direct Sales, Business Strategy, Management, Solution Selling, Customer Service, Sales Management, Mobile Technology, Leadership, Team Leadership, New Business Development

Education
Seneca College of Applied Arts and Technology   1997 — 2000

Centennial High School   1994 — 1997

Marrida Y Marrida Y Toronto, Canada Area Details
Marrida Y's Assante Wealth Management Experience February 2010 - September 2011
Job Capital Marketing Coordinator at West Kingdom Holdings Ltd.
Industry Marketing and Advertising
Experience
Flight Centre  February 2012 - March 2014
Assante Wealth Management   February 2010 - September 2011
Mexx Canada  August 2009 - January 2010
Hudson's Bay Company  August 2008 - June 2009
Superior Bridal   2007 - 2009
Cadillac Fairview  January 2008 - June 2008
Boathouse  2003 - 2007

Skills
Advertising, Direct Marketing, Marketing, Marketing Strategy, Market Research, CRM, Social Media, Event Management, Sales, Management, Strategic Communications, Time Management, Adobe Creative Suite, Customer Service, Sales Operations, Customer Satisfaction, Marketing Communications, Social Media Marketing, Sales Management, Teamwork, Budgets, Public Speaking, Online Marketing

Education
Ryerson University   2009 — 2014
Bachelor of Commerce, Marketing Management

Seneca College of Applied Arts and Technology   2006 — 2009
Business Administration - Marketing, Brand Management

Mcgiveny
High school diploma

Christopher Dashper Christopher Dashper Toronto, Canada Area Details
Christopher Dashper's Assante Wealth Management Experience September 2005 - August 2006
Job Mortgage Broker at TMG The Mortgage Group Ontario Inc.
Industry Financial Services
Experience
TMG The Mortgage Group Ontario Inc.   June 2014 - Present
Dominion Lending Centres  2009 - June 2014
Russell Investments  August 2006 - August 2007
Assante Wealth Management   September 2005 - August 2006
CI Investments Inc.  September 2003 - August 2005
CAA South Central Ontario  October 1997 - February 2002

Skills
Banking, Mortgage Lending, Loans

Education
Seneca College of Applied Arts and Technology   1999 — 2002
HRA and FSU, Human Resources and Financial Services Underwriting

Nipissing University
BCOMM, Finance and Financial Management Services

Catherine Jones BBM, CDFA, CFP Catherine Jones BBM, CDFA, CFP Kitchener, Canada Area Details
Catherine Jones BBM, CDFA, CFP's Assante Wealth Management Experience June 2005 - Present
Job Financial Advisor at Assante Wealth Management
Industry Financial Services
Experience
University of Waterloo  2013 - Present
Assante Wealth Management   June 2005 - Present
First Avenue Information Systems   February 1992 - November 1995

Skills
Asset Allocation, Investments, Income Protection, Holistic Financial..., Portfolio Management, Securities, Segregated Funds, Accounts Receivable, Finance, Accounting

Education
Ryerson University   1984 — 1989
Bachelor of Business Management, Accounting and Taxation

Cindy Grant Cindy Grant Toronto, Canada Area Details
Cindy Grant's Assante Wealth Management Experience 1994 - 2001
Job Vice President, Human Resources at Trisura Guarantee Insurance Company
Industry Financial Services
Experience
Trisura Guarantee Insurance Company  2010 - Present
WillowStone Coaching and Consulting   2010 - 2010
Citigroup Inc.  2008 - 2010
Citigroup Inc.  2005 - 2008
Aon Hewitt  2003 - 2005
BMO Financial Group  2001 - 2004
Assante Wealth Management   1994 - 2001
Robert Half International  1987 - 1994

Skills
Talent Management, Talent Acquisition, Recruiting, Performance Management, Onboarding, Succession Planning, Employee Engagement, Workforce Planning, Employee Relations, Human Resources, Leadership Development, Organizational Design, Employer Branding, Organizational..., Coaching, Leadership, Strategy, HRIS, CRM, Deferred Compensation, Management, HR Consulting, Mergers & Acquisitions, Personnel Management, Temporary Placement, Human Capital, Benefits Administration, Career Development, Interviews, Employee Benefits, Applicant Tracking..., Compensation & Benefit, HR Policies, College Recruiting, New Hire Orientations, Organizational..., Executive Search, Technical Recruiting, Strategic HR, Taleo, Job Descriptions, Internet Recruiting, Benefits Negotiation, Recruitments, HR Transformation, Job Evaluation, Labor Relations, Employment Law, Employee Training, Executive Pay

Education
St. Francis Xavier University
Diploma Adult Education

Co-Active Coach
The Coaches Training Institute

HRPAO
CHRP, Human Resources

York University
BA

Patricia Geoffroy Patricia Geoffroy Toronto, Canada Area Details
Patricia Geoffroy's Assante Wealth Management Experience November 2014 - Present
Job Transfers Administrator
Industry Mental Health Care
Experience
Assante Wealth Management   November 2014 - Present
The Salvation Army  December 2006 - Present
LOFT Community Services  February 2014 - October 2014
Rapport Youth and Family Services   September 2012 - November 2013
Sexual Assault Rape Crisis Center of Peel   November 2012 - May 2013
Peel Poverty Action Group   May 2012 - August 2012
New York University  August 2009 - May 2012
Our Place Peel   July 2011 - April 2012
Catholic Family Services of Peel Dufferin  June 2010 - November 2010
Metropolitan United Church   April 2008 - November 2010

Skills
Crisis Intervention, Case Managment, Mental Health, Community Outreach, Case Management, Program Development, Social Services, Research, Mental Health Counseling, Adolescents, Motivational..., Workshop Facilitation, Group Therapy, Psychotherapy, Family Therapy, Self-esteem, CBT, Counseling Psychology, Counselling, Psychology, Advocacy, Resource Management, Poverty Reduction, Feminist Theory, Anti-racism, Anti-oppression, Concurrent Disorders, Harm Reduction, Crisis Counselling, Treatment, SPSS, Critical Thinking, Social Justice, Dialectical Behaviour..., Solution Focused Therapy, Suicide Assessment, Self harm, Behaviour Assessment, Fundraising, Interventions, Mindfulness, Nonprofits, DBT, Addiction Recovery, Individual Counselling, Life Transitions, Stress Management, Qualitative Research, Job Search Strategies, Substance Use Disorders

Education
York University   2007 — 2011
B.A., Psychology

Sheridan College   2006 — 2007
SSW, Social Service Work

Patrice Clerk Patrice Clerk Montreal, Canada Area Details
Patrice Clerk's Assante Wealth Management Experience September 2009 - May 2010
Job Six Sigma Black Belt Finance Representative chez McKesson Canada
Industry Investment Banking
Experience
McKesson Canada  November 2012 - Present
Synergis Capital   June 2010 - May 2012
Assante Wealth Management   September 2009 - May 2010
Prosys Tech Computers   July 2003 - October 2008
Bombardier Aerospace  February 2000 - August 2003
École Polytechnique de Montréal   January 1995 - June 1998
Canadian Navy  January 1991 - March 1993
Canadian Navy  September 1982 - December 1990

Skills
Project Management, Management, Six Sigma, Team Leadership, Strategic Planning, Change Management, Process Improvement, Strategy, Finance, Leadership

Education
HEC Montréal   1998 — 1999
MBA, Finance & Production Management

Ecole Polytechnique de Montreal   1992 — 1994
M. Ing., Mechanical - Materials

Royal Military College of Canada/Collège militaire royal du Canada   1984 — 1987
BSC, Applied Sciences

Collège Jean-de Brébeuf

Phillip Bhagoutie Phillip Bhagoutie Toronto, Canada Area Details
Phillip Bhagoutie's Assante Wealth Management Experience 1999 - 2005
Job Operations and Business Development Expert at Toronto, Ontario
Industry Financial Services
Experience
Worldsource Financial Management  2008 - 2011
Nunavut Business Credit Corporation(NBCC)   2007 - 2008
Global Maxfin Investments Inc.  May 2005 - 2007
Assante Wealth Management   1999 - 2005
Fortune Financial Corporation   1995 - 1999

Skills
Mutual Funds, Wealth Management, Management, Securities, Retirement Planning, Business Development, Strategy, Insurance, Risk Management, Asset Managment, Investments, Strategic Partnerships, Business Strategy, Portfolio Management, Leadership, Financial Services, Investment Advisory, Retirement, Financial Advisory, Investment Strategies, Financial Analysis, Strategic Financial..., Strategic Planning, Finance, Change Management, Asset Management, Financial Planning, Team Management

Education
Trevecca Nazarene University   1981 — 1985
BSc, Computer Information Systems

Trevecca Nazarene University   1981 — 1985
BSc, Business Administration

CERTIFICATION

Jane Blanchard Jane Blanchard Toronto, Canada Area Details
Jane Blanchard's Assante Wealth Management Experience September 2003 - December 2008
Job Client Relationship Manager at IPC Investment Corporation
Industry Broadcast Media
Experience
IPC Investment Corporation  December 2008 - June 2015
Assante Wealth Management   September 2003 - December 2008
Western International Media  1985 - 1998

Skills
Customer Service, Media Buying, Management, Social Media, Television, Advertising Sales, CRM, Radio, Administrative..., Radio Advertising, Broadcast Media Sales, Nielsen, Marketing Strategy, Direct Response, Advertising, Appointment Scheduling, Microsoft Office, Financial Services, Events Organisation, Tax Preparation

Education
George Brown College   1979 — 1981
Culinary Arts / Chef Training, Culinary Arts/Chef Training

Denis Morris High School, St. Catharines, ON   1973 — 1978
Grade 13, General Studies, 13

Marianne Pelletier Marianne Pelletier Toronto, Canada Area Details
Marianne Pelletier's Assante Wealth Management Experience 2005 - 2005
Job Human Resources Director at Schindler Elevator Corporation (Canada)
Industry Financial Services
Experience
Schindler Elevator Corporation (Canada)   November 2014 - Present
Senior HR Leader - Consultant   2013 - Present
Investment Planning Counsel Inc   2007 - 2013
Investment Planning Counsel  2006 - 2007
Assante Wealth Management   2005 - 2005
Intellon Corporation  2004 - 2005
Maxxam Analytics  2001 - 2004
ePod Corporation   1999 - 2001

Skills
Employee Relations, Talent Management, Human Resources, Performance Management, Recruiting, Employee Benefits, Succession Planning, HR Policies, Talent Acquisition, New Hire Orientations, Employee Training, Interviews, Coaching, HRIS, Management, Organizational..., Change Management, Budgets, Strategic Planning, Onboarding, Personnel Management, Project Management, Business Strategy, Project Planning, Corporate Communications, Team Leadership, Leadership Development, Learning Management...

Education
Carleton University   1982 — 1986
BA, Communications

Humber College   2008 — 2008
Certificate in Human Resources, Human Resources Development

Ian McNaughton Ian McNaughton Kitchener, Canada Area Details
Ian McNaughton's Assante Wealth Management Experience November 2006 - September 2008
Job Correspondence, Distribution and Real Time Support Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial of Canada  November 2008 - Present
Assante Wealth Management   November 2006 - September 2008
Descartes Systems Group  June 2005 - October 2006
Sunoco  January 2000 - May 2006

Skills
Data Management, Customer Service, People Management, Business Correspondence, Coaching Staff, 360 Feedback, Employee Recognition, Investments, Call Center, Call Centers, Coaching, Employee Benefits, Management, Data Entry, Public Speaking

Education
Conestoga College
Business Administration.

MARLA VINEBERG MARLA VINEBERG Montreal, Canada Area Details
MARLA VINEBERG's Assante Wealth Management Experience March 2011 - Present
Job Event Organizer for the Montreal Special Needs Fair
Industry Program Development
Experience
Assante Wealth Management   March 2011 - Present
2010-2011  January 2010 - February 2011
THE KID   September 2009 - December 2009
2003-2005  June 2003 - November 2005
HEARTLAND CONSUMER PRODUCTS   January 1999 - January 2002
CARLEY'S FASHIONS   January 1994 - January 1999

Education
Concordia University
Bachelor of Arts, Joint Specialization Sociology and Anthropology

Dawson College
D.E.C, Social Sciences

wagar high school   1988 — 1991

Nathaniel Paty Nathaniel Paty Greater Boston Area Details
Nathaniel Paty's Assante Wealth Management Experience January 2007 - August 2007
Job Associate at Cetrulo LLP
Industry Law Practice
Experience
Cetrulo LLP  June 2013 - Present
McDonough, Hacking & Lavoie, LLC   November 2011 - June 2013
Northeastern University  September 2011 - November 2011
Cetrulo & Capone  March 2011 - May 2011
Donovan Hatem LLP  September 2010 - November 2010
Massachusetts Securities Division, Office of the Secretary of the Commonwealth   March 2010 - May 2010
Massachusetts Superior Court  September 2009 - November 2009
State Street  February 2008 - July 2008
Assante Wealth Management   January 2007 - August 2007
VK Marketing Services, Ltd.   May 2005 - August 2005

Skills
Civil Litigation, Economics, Insurance Law, French, International Law, Toxic Tort, International Trade, Legal Discovery, Political Science, Legal Research, Appeals, Legal Writing, Litigation

Education
Northeastern University School of Law   2009 — 2011
Juris Doctor, Law

Concordia University   2002 — 2006
B.A., Economics

Lauren Pessione Lauren Pessione Toronto, Canada Area Details
Lauren Pessione's Assante Wealth Management Experience August 2013 - Present
Job Administrative Associate at Assante Wealth Management
Industry Marketing and Advertising
Experience
Assante Wealth Management   August 2013 - Present
Boutique Jacob inc.  April 2011 - June 2013
Allied Integrated Marketing  January 2012 - May 2012
GoBee Industries Inc.  November 2010 - April 2011
Step Ahead   April 2010 - August 2010

Skills
Publicity, Event Planning, Social Media, Time Management, Event Management, Organization, Public Relations, Marketing Communications, Teamwork, Customer Service, PowerPoint, Public Speaking, Social Media Marketing, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Social Networking

Education
George Brown College   2011 — 2012
Sport and Event Marketing

University of Toronto - University College   2006 — 2011
Honours Bachelor of Arts, Cinema Studies, Books and Media Studies, History

Oakwood Collegiate Institute

Pierre-Luc Gagnon Pierre-Luc Gagnon Montreal, Canada Area Details
Pierre-Luc Gagnon's Assante Wealth Management Experience October 2007 - Present
Job Gestion de Patrimoine
Industry Investment Management
Experience
Assante Wealth Management   October 2007 - Present
Coca-Cola Enterprises  August 2006 - October 2007
NBCN  April 2006 - August 2006

Skills
Investments, Strategic Financial..., Portfolio Management, Asset Managment, Marketing, Equities, Financial Analysis, Strategic Planning, Real Estate, Negotiation, Risk Management, Finance, Leadership, Investment Strategies, Team Leadership

Education
Mount Allison University   2002 — 2006
B.Comm, Finance

College D'Alma   1999 — 2002
Sc. Humaines

farnham   1995 — 1999
DES

Angie Paré Richardson Angie Paré Richardson Toronto, Canada Area Details
Angie Paré Richardson's Assante Wealth Management Experience October 1996 - Present
Job Client Relations Manager at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   October 1996 - Present
KONE  July 1995 - September 1996
Golder Associates  June 1989 - March 1993
SYNTEX PHARMACEUTICALS  July 1988 - June 1989
Adler & Levy   1985 - 1986

Skills
Client Services, Retirement, Customer Relations, Investments, Microsoft Office, Excel, PowerPoint, Social Media, Securities, Fundraising, Mutual Funds, Marketing Communications, Event Planning, Customer Service, Research, Microsoft Excel, Financial Services, Financial Analysis, Analytics, Brand Management, Compliance, Loans, Financial Planners

Education
Mohawk College   1983 — 1984
ARCH TECH, ARCHITECTURE

Ryan McClelland Ryan McClelland Toronto, Canada Area Details
Ryan McClelland's Assante Wealth Management Experience January 2005 - January 2009
Job Manager at Carpedia International
Industry Management Consulting
Experience
Carpedia International  July 2015 - Present
Carpedia International  November 2012 - Present
Carpedia International  October 2010 - November 2012
Philadelphia Wings  June 2010 - December 2011
Team Canada Lacrosse   November 2009 - July 2010
St. Michael's College School   June 2010 - June 2010
Colgate University  September 2006 - May 2010
The Corporation of the City of Brampton  May 2007 - August 2009
Brampton Excelsiors Jr. A Lacrosse Club   May 2005 - August 2009
Assante Wealth Management   January 2005 - January 2009

Skills
Microsoft Excel, Microsoft Office, Syteline ERP, Manufacturing, Healthcare, Case Managment, Process Improvement, Engineering Management, Social Media, Coaching, Human Resources, Marketing, Strategy

Education
Colgate University   2006 — 2010
Bachelor of Arts- Latin

St. Michael's College School   2002 — 2006

Maria de Brigard Maria de Brigard Vancouver, Canada Area Details
Maria de Brigard's Assante Wealth Management Experience 2003 - 2005
Job Recruitment Lead, Talent Strategy at City of Vancouver
Industry Paper & Forest Products
Experience
City of Vancouver  April 2015 - Present
Interfor  January 2014 - Present
Interfor  December 2012 - December 2013
CHC Helicopter  May 2009 - December 2012
CHC Helicopter  December 2008 - April 2009
Canaccord Financial  January 2003 - October 2008
Assante Wealth Management   2003 - 2005

Skills
Aviation, Airlines, Aircraft, Helicopters, Process Improvement, Recruiting, Change Management, Contract Negotiation, Operations Management, Human Resources, Training, Technical Recruiting, Employee Relations, Customer Service, Strategic Planning, Negotiation, Time Management, Logistics, Team Building, Management, Leadership, Aerospace, Coaching, Aircraft Maintenance, Employee Engagement, Talent Acquisition, Organizational..., Sourcing, Performance Management, Employee Benefits, Onboarding

Education
Pontificia Universidad Javeriana   1985 — 1990
BA, Finance and Economics

British Columbia Institute of Technology
Human Resources Management courses

Catherine Wood, MBA, MISt., ICD.D Catherine Wood, MBA, MISt., ICD.D Toronto, Canada Area Details
Catherine Wood, MBA, MISt., ICD.D's Assante Wealth Management Experience January 2002 - April 2004
Job
Industry Financial Services
Experience
Qtrade Financial Group  January 2015 - Present
Qtrade Financial Group  January 2012 - December 2014
Qtrade Financial Group  December 2008 - December 2011
TD Waterhouse  April 2004 - November 2008
Assante Wealth Management   January 2002 - April 2004
RCF Inc., Division of Canada Life   2000 - 2002
Chate Communications   1996 - 2000

Skills
Strategic Planning, Strategic Financial..., Wealth Management, Public Speaking, Marketing Strategy, insurance, Sales, Estate Planning, Insurance, Mutual Funds, People Development, Portfolio Management, Investments, Business Strategy, Financial Advisory, Strategy, Life Insurance, Leadership, Credit, Risk Management, Investment Advisory, Wealth, Banking, Retirement Planning, Retirement, Financial Planners, Investment Strategies, Fixed Annuities, Financial Services, Wealth Management..., Sales Management, Disability Insurance, Securities, Relationship Management, Investment Management, Asset Management, Asset Allocation, Equities, Bonds, Wealth Accumulation, Finance, Certified Financial..., Fixed Income, Management, Management Consulting, Mergers & Acquisitions, Mortgage Lending, Options, Financial Planning

Education
University of Toronto - Rotman School of Management   2006 — 2007
MBA, Business

University of Toronto   2000 — 2002
Master of Information Studies, Information Systems

Seneca College of Applied Arts and Technology   1995 — 1997
Computer Graphics Technical Program

York University   1995 — 1997
Hons. BA, Political Science / Mass Communications

Western University   1991 — 1994
BA, Business Administration

Keith Summers Keith Summers Kitchener, Canada Area Details
Keith Summers's Assante Wealth Management Experience 2003 - 2008
Job Making Big Ideas Easy to Understand
Industry Management Consulting
Experience
Tricoastal Capital   2009 - 2013
Assante Wealth Management   2003 - 2008
WCRA of Minnesota  2000 - 2003
Agricorp  1993 - 2000
Ontario Financing Authority  1991 - 1993
CIBC  1990 - 1991
BMO Financial Group  1987 - 1990

Skills
Project Management, Marketing Communications, Management Consulting, Copy Editing, Media Relations, Writing, Strategic Communications, Start-up Consulting, Investments, Risk Management..., Investor Relations, Economics, Private Equity, Financial Modeling, Crowdfunding, Strategy, Political Risk Analysis

Education
McMaster University   1993 — 1997
Master of Business Administration (MBA)

McMaster University   1983 — 1987
BA

Louis Villeneuve Louis Villeneuve Montreal, Canada Area Details
Louis Villeneuve's Assante Wealth Management Experience 2006 - June 2006
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities  September 2011 - Present
Pavilion Investment House   April 2011 - June 2011
Harrow Partners   2006 - June 2011
Assante Wealth Management   2006 - June 2006
Assante Wealth Management   1996 - 2006
Loring Ward  1996 - 1998
Royal Trust Comp   1986 - 1992

Skills
Wealth, Asset Allocation, Retirement, Investment Management, Portfolio Management, Strategic Financial..., Securities, Asset Managment, Financial Advisory, Equities, Financial Planners, Financial Services, Insurance, Trading, Asset Management, Finance, Personal Financial..., Bonds, Hedge Funds, Life Insurance, ETFs, Fixed Income

Education
Université de Montréal   1977 — 1981
Bachelor Science, Specilization Actuarial Science

Ron Catrina Ron Catrina Calgary, Canada Area Details
Ron Catrina's Assante Wealth Management Experience October 2000 - December 2001
Job SQL DBA at IBM Global Services
Industry Information Technology and Services
Experience
IBM Global Services  November 2010 - Present
IBM  July 2005 - October 2009
Alta Genetics Inc.  May 2005 - July 2005
Microsoft Canada  December 2003 - May 2005
UFCW Local 175 & 633   May 2002 - November 2003
Assante Wealth Management   October 2000 - December 2001

Skills
Databases, Performance Tuning, Microsoft SQL Server, Servers, SQL, VMware, Business Intelligence, Active Directory, Microsoft Exchange, Data Migration, Security, Technical Support, Citrix

Education
Conestoga College   1999 — 2001

Calvin MacInnis Calvin MacInnis Vancouver, Canada Area Details
Calvin MacInnis's Assante Wealth Management Experience 1999 - 2004
Job President of Direct Investing Canada at TD Bank
Industry Financial Services
Experience
TD  February 2012 - Present
Qtrade Financial Group  May 2004 - January 2012
Assante Wealth Management   1999 - 2004
TD Canada Trust  1988 - 1999

Skills
Founding Board member..., Board Member Ronald..., Strategic Financial..., Business Development, Management, Business Planning, Finance, Investments, Mutual Funds, Business Strategy, Process Improvement, Financial Analysis, Banking, Wealth Management..., Estate Planning, Leadership, Investment Strategies, Wealth Management, Financial Advisory, Asset Management, Retirement Planning, Investment Management, Strategy, Change Management, Investment Advisory, Portfolio Management, Financial Services, Wealth

Education
CFA   2001 — 2002
Level III Candidate

University of Ottawa / Université d'Ottawa   1996 — 1997
Master of Business Administration (MBA)

Carleton University
Economics

Jody Connaghan Jody Connaghan Vancouver, Canada Area Details
Jody Connaghan's Assante Wealth Management Experience August 2004 - September 2006
Job Branch Administrator at Raymond James
Industry Financial Services
Experience
Raymond James  October 2006 - Present
Assante Wealth Management   August 2004 - September 2006
Scotia McLeod  June 2002 - July 2004
BMO Nesbitt Burns  December 2000 - June 2002

Skills
Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Equities, Administrative..., Bonds, Outlook, Spreadsheets

Education
Kwantlen University College   1996 — 1998

University of Northern British Columbia   1994 — 1996
Assistant, BMO Nesbitt Burnes

Sam El-Chaer Sam El-Chaer Montreal, Canada Area Details
Sam El-Chaer's Assante Wealth Management Experience November 2006 - Present
Job Division Manager at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   November 2006 - Present

Skills
Wealth Transfer, Retirement Planning, Retirement, Mutual Funds, Wealth, Wealth Management, Strategic Financial..., Investment Advisory, Securities, Investments, Investment Strategies, Financial Analysis, Estate Planning, Financial Planners, Financial Advisory, Asset Allocation, Financial Planning, Portfolio Management

Education
Lebanese American University   1989 — 1993

Harry Stergiopoulos, MBA, FMA Harry Stergiopoulos, MBA, FMA Montreal, Canada Area Details
Harry Stergiopoulos, MBA, FMA's Assante Wealth Management Experience January 2008 - April 2015
Job
Industry Financial Services
Experience
.   May 2015 - Present
Assante Wealth Management   January 2008 - April 2015
Berkshire Securities Inc.   April 2002 - December 2007
Institute of Canadian Bankers  2001 - 2004

Skills
Mutual Funds, Annuities, Bonds, Segregated Funds, Investment Planning, Retirement Planning, RESPs, RRSPs, TFSAs, Private Client, Investments, TFSA, Fixed Annuities, RRSP, Community Outreach, Wealth, Retirement, Communication Skills, Estate Planning, Portfolio Management, Life Insurance, Private Clients, RESP, Finance, High Net Worth..., Disability Insurance, Critical Illness, Investment Strategies, Wealth Management, Asset Management

Education
Concordia University   1999 — 2001
MBA

McGill University   1995 — 1998
Diploma In Management

Concordia University   1989 — 1992
Bachelor of Arts

Sunny Lam Sunny Lam Montreal, Canada Area Details
Sunny Lam's Assante Wealth Management Experience January 2008 - April 2008
Job
Industry Airlines/Aviation
Experience
Bombardier Aerospace  October 2010 - Present
Aero Inventory (Canada) Inc.   August 2008 - November 2011
Assante Wealth Management   January 2008 - April 2008
LAINSO Aviation Company   January 2006 - January 2008
KHAN   April 2004 - January 2006
University of British  May 2003 - April 2004

Skills
Contract Negotiation, Inventory Management, Forecasting, Supply Chain Management, Procurement, Analysis, Supply Chain, Six Sigma, Process Improvement, Project Planning, Strategic Sourcing, Lean Manufacturing, Materials Management, Continuous Improvement, Management, Quality Assurance, Aerospace, Logistics, ERP, Strategy

Education
McGill University   2001 — 2006
Bachelor of Engineering, Materials Engineering

Marianpolis College   2000 — 2001
DEC, Pure and applied sciences

Anar Shamji Popatia BBE, ICD.D Anar Shamji Popatia BBE, ICD.D Vancouver, Canada Area Details
Anar Shamji Popatia BBE, ICD.D's Assante Wealth Management Experience September 2002 - Present
Job Corporate Director | Partner, Client Relations & Advisor, Life & Living Benefits at Assante Wealth Management
Industry Executive Office
Experience
Assante Wealth Management   September 2002 - Present
Dun and Bradstreet (D&B)   June 1987 - February 2002

Skills
Board of Directors, Non-profit Boards, Board Relations, Board Governance, Advisory Boards, Civic Engagement, Community Development, Visionary, Inclusive Leadership, Independent Thinking, Public Speaking, Decisiveness, Interpersonal Savvy, Creative Strategy, Creative Direction, Creative Problem Solving, Diversity & Inclusion, Courage, Mentoring, Strategic Planning, Strategic Partnerships, Strategic Initiatives, Client Development, New Business Development, Negotiation, Collaboration, Executive Management, Public Relations, Leadership, Management Consulting, Project Management, Strategy, Team Leadership, Management, Business Development, Business Strategy, Entrepreneurship, Program Management, Team Building, Marketing Strategy

Education
University of Toronto - Rotman School of Management   2011 — 2014
ICD.D, Corporate Director

University of Toronto - Rotman School of Management   2009 — 2009
Corporate Director ICD.D, Governance Essential Program For Directors of Not-For-Profit Organizations

University of Pennsylvania - The Wharton School   2002 — 2002
Executive Development Program, Executive Education

University of London   1985 — 1986
First Year Law Program

Brock University   1982 — 1985
Bachelor of Business & Economics - BBE, Business & Economics

April Reilly April Reilly Toronto, Canada Area Details
April Reilly's Assante Wealth Management Experience August 2007 - Present
Job CIM, VP Planning and Initiatives, Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   August 2007 - Present
Assante Wealth Management   July 2005 - August 2007
CI Investments  March 1999 - July 2005
Pardons Canada   March 1998 - January 1999
GRS Management Consulting   February 1997 - March 1998
Ottawa General Hospital  May 1993 - February 1997

Skills
Investment Advisory, Management, Financial Services, Investments, Business Development, Leadership, Wealth Management, Key Account Management, Project Planning, Financial Advisory, Project Management, Sales, Wealth, Mutual Funds, Estate Planning, Wealth Management..., Risk Management, Asset Management, Executive Management, Asset Allocation, Retirement, Strategic Financial..., Relationship Management, Equities, Retirement Planning, Securities, Call Centers, Portfolio Management, Investment Strategies

Education
McGill University   1992 — 1996
BA, Industrial Relations

Gordana Falikowski Gordana Falikowski Toronto, Canada Area Details
Gordana Falikowski's Assante Wealth Management Experience November 1996 - Present
Job Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   November 1996 - Present

Skills
Financial Analysis, Strategic Planning, Business Strategy, Customer Service, Public Speaking, Social Media, Coaching, Time Management, Event Planning, Leadership, Microsoft Office, Process Improvement, Research

Education
McMaster University

McMaster University
Bachelor of Arts (B.A.), Economics

Pierre St-Cyr Pierre St-Cyr Montreal, Canada Area Details
Pierre St-Cyr's Assante Wealth Management Experience Vice PresidentAssante Wealth ManagementSeptember 1991 - January 2000
Job Owner, Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   Vice PresidentAssante Wealth ManagementSeptember 1991 - January 2000

Skills
Estate Planning, Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory

Education
McGill University

Anoop Minhas Anoop Minhas Vancouver, Canada Area Details
Anoop Minhas's Assante Wealth Management Experience May 2012 - June 2013
Job Customer Service Manager at Front Line Group
Industry Marketing and Advertising
Experience
Front Line Group   March 2015 - Present
The John Robinson Group Inc.   September 2014 - January 2015
Pravesa Inc   June 2013 - January 2014
Assante Wealth Management   May 2012 - June 2013
Reliance Broadcast Network Limited   September 2008 - April 2011
ICICI Prudential Life Insurance   May 2007 - September 2008
Hindustan Unilever Ltd  December 2005 - May 2007
HDFC Bank  January 2005 - September 2005

Skills
Marketing, Team Management, Trade Marketing, Brand Development, New Business Development, Product Marketing, Loyalty Programs, Relationship Management, Digital Marketing, CRM, Marketing Strategy, Social Media, Brand Management, Business Development, Market Planning, Brand Awareness, Management, Business Strategy, Integrated Marketing

Education
Seneca College of Applied Arts and Technology   2011 — 2012
Post Graduate Certificate, Brand Management

University of Mumbai   2002 — 2004
Master's in Management Studies, Marketing

University of Mumbai   1999 — 2002
Bachelor of Science, Computer Science

Rajany Mohan Rajany Mohan Toronto, Canada Area Details
Rajany Mohan's Assante Wealth Management Experience August 2003 - June 2007
Job Financial Services Representative
Industry Financial Services
Experience
United Financial Private Client (a division of CI Private Counsel LP)   July 2012 - Present
Assante Wealth Management / CI Investments Inc   January 2010 - June 2012
Assante Wealth Management / CI Investments Inc   July 2007 - December 2009
Assante Wealth Management   August 2003 - June 2007

Skills
Business Process, Personal Finance, Microsoft Excel, Personal Financial..., Financial Risk, Customer Service, Risk Management, Banking, Insurance, Microsoft Office, Mutual Funds

Education
University of Guelph   2000 — 2002
BSc Honours, Biological Science

Seneca College of Applied Arts and Technology   1997 — 2000
Laboratory Technology-Industrial Biotechnology Diploma with Honours

Maureen Taylor Origoni Maureen Taylor Origoni Toronto, Canada Area Details
Maureen Taylor Origoni's Assante Wealth Management Experience November 2001 - May 2004
Job Founder at TRU
Industry International Affairs
Experience
TRU  June 2013 - Present
TruStart Network   April 2012 - Present
HSBC Bank Canada  May 2010 - March 2012
Assante Wealth Management   November 2001 - May 2004
eNorthern.com   May 2000 - November 2001
RBC Royal Bank - International Private Banking   August 1997 - December 1999
Scotiabank, International Banking   1994 - 1997

Skills
Wealth Management, Strategic Financial..., Investments, Estate Planning, Business Analysis, Marketing Strategy, Business Strategy, Strategy, Retail Banking, Competitive Intelligence, Competitive Analysis, New Business Development, Product Management, Sales

Education
The University of Western Ontario
Bachelor of Arts (BA), Economics

EADA - Escuela de Alta Dirección y Administración
Financial Analysis

University of Toronto
Marketing Analysis

Gail Wiebe Gail Wiebe Toronto, Canada Area Details
Gail Wiebe's Assante Wealth Management Experience 2003 - 2006
Job Vice President Strategic Sales, Chartwell Retirement Residences
Industry Hospital & Health Care
Experience
Chartwell Retirement Residences  October 2010 - Present
Dundee Wealth Management  November 2006 - March 2010
Assante Wealth Management   2003 - 2006
Berkshire Investment Group (formerly TWC Financial Inc.)   1998 - 2003

Education
Athabasca University
Human Resources & Labour Relations

Brock University
Adult Education

Sheridan College
Adult Education

David Gander David Gander Toronto, Canada Area Details
David Gander's Assante Wealth Management Experience October 1998 - January 2004
Job Advisor at Sunlife Financial
Industry Financial Services
Experience
Sunlife Financial  January 2004 - Present
Sun Life Financial  2004 - Present
Assante Wealth Management   October 1998 - January 2004

Skills
Retirement Savings, Critical Illness, Wealth, Mutual Funds, Wealth Management, Disability Insurance, Strategic Financial..., Investments, Estate Planning, Insurance, Retirement Planning, Retirement, Fixed Annuities, Wealth Accumulation

Education
McMaster University   1992 — 1996
Bachelor of Commerce (B.Com.), Economics & Marketing

Yes   1992 — 1996
Bachelor of Commerce (B.Com.), Marketing & Economics

Heather Hird Heather Hird Toronto, Canada Area Details
Heather Hird's Assante Wealth Management Experience July 2014 - August 2015
Job Manager, Risk & Compliance at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon  August 2015 - Present
Assante Wealth Management   July 2014 - August 2015
Assante Wealth Management   November 2012 - June 2014
CI Investments Inc.  January 2011 - December 2012
CI Investments Inc.  January 2010 - December 2010
Canada Revenue Agency  May 2009 - December 2009

Skills
Business Analysis, Banking, Risk Management, Financial Analysis, Analysis, Requirements Gathering, Financial Modeling, Fixed Income, Microsoft Office, Project Planning, Microsoft Excel, Project Management

Education
Conduct and Practices Handbook (CPH)   2014 — 2014

Canadian Securities Course (CSC)   2009 — 2009

George Brown College   2009 — 2009
Post-Grad, Marketing Management for the Financial Services

McMaster University   2003 — 2007
BA, Sociology

International Association of Privacy Professionals (IAPP)
Privacy

Danielle Zur Danielle Zur Toronto, Canada Area Details
Danielle Zur's Assante Wealth Management Experience September 2008 - May 2010
Job Assistant Marketing Manager
Industry Marketing and Advertising
Experience
Nestle  June 2011 - Present
Schulich School of Business  2010 - 2011
Assante Wealth Management   September 2008 - May 2010

Skills
Marketing Strategy, Market Research, Brand Management

Education
York University - Schulich School of Business   2010 — 2011
MBA, Marketing

McGill University   2004 — 2008
B.Com, Marketing, International Business

Amanda Aston-Davis Amanda Aston-Davis Salina, Kansas Details
Amanda Aston-Davis's Assante Wealth Management Experience March 2003 - May 2005
Job Business and Technology Solutions Consultant
Industry Financial Services
Experience
G.L. Huyett   September 2014 - December 2014
BMO Capital Markets  September 2010 - March 2012
Scotiabank  October 2009 - August 2010
Scotiabank  June 2008 - August 2010
Bell Capital Markets Solutions Inc.   November 2007 - April 2008
Fidelity National Information Services  January 2007 - November 2007
Fidelity National Information Services  June 2005 - November 2007
Assante Wealth Management   March 2003 - May 2005
Nomura  July 2001 - April 2002
Nomura  January 1998 - July 2001

Skills
Trading Systems, Vendor Management, Equities, Business Analysis, Business Process, Cross-functional Team..., Management, Fixed Income, Capital Markets, Trading, Relationship Management, Test Management, Microsoft Excel, SDLC, Requirements Gathering, Requirements Analysis, Business Requirements

Education
Carleton University   1994 — 1997
Bachelor of Arts, Environmental Science

Canadian Securities Institute   2004 — 2005
CSC Certification

2005-2007Rational University   2004 — 2005
Requiste Pro Certification

Mircosoft Courses   2000 — 2001
Excel: Intermediate course

Krista Seaman Krista Seaman Toronto, Canada Area Details
Krista Seaman's Assante Wealth Management Experience September 2010 - Present
Job Branch Manager
Industry Financial Services
Experience
Assante Wealth Management   September 2010 - Present
Moneystrat Securities Inc   May 1985 - July 2010

Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Financial Planners, Strategic Financial..., Wealth, Retirement

Education
Ryerson University   1981 — 1985
BBM, Accounting and Finance

Josh Belliveau Josh Belliveau Toronto, Canada Area Details
Josh Belliveau's Assante Wealth Management Experience January 2014 - Present
Job Financial Advisor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   January 2014 - Present
Assante Financial Management Ltd.  August 2009 - December 2013
Canada Revenue Agency  January 2009 - April 2009

Skills
Tax, Finance, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Financial Planning, Financial Advisory, Investments, Estate Planning, Investment Strategies, Wealth, Asset Allocation, Portfolio Management, Securities, Pensions, Asset Management, Financial Services, Wealth Management...

Education
Sheridan College   2007 — 2010
Financial Diploma, Finance, Accounting, Economics

George Amirthavasagam George Amirthavasagam Toronto, Canada Area Details
George Amirthavasagam's Assante Wealth Management Experience May 2003 - Present
Job Quality Assurance Analyst at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   May 2003 - Present
Spectrum Investments  May 1996 - September 2002
AGF Management Limited  July 1988 - May 1996
CANADA SYSTEMS GROUP ( CSG)   May 1987 - June 1988

Skills
Mutual Funds, Financial Services, Business Analysis, Investments, Quality Assurance, User Acceptance Testing, Risk Management, Wealth Management, SDLC, Banking, Requirements Analysis, Portfolio Management, Asset Managment, Business Requirements, Insurance, Securities, Equities, Strategic Financial..., Asset Allocation, Trading, Hedge Funds, Process Improvement, Fixed Income, Pensions, Investment Strategies, Vendor Management, Leadership, Strategy, Financial Planning

Education
McGill High School   1986 — 1987
Book Keeping, Accounting Technology/Technician and Bookkeeping, Continuing education for Book Keeping

St Patrick's College
High School Diploma

Sabrina Lewis Sabrina Lewis Halifax, Canada Area Details
Sabrina Lewis's Assante Wealth Management Experience January 2014 - May 2014
Job Cardiology Research Assistant at Nova Scotia Health Authority
Industry Information Technology and Services
Experience
Nova Scotia Health Authority  May 2014 - Present
Assante Wealth Management   January 2014 - May 2014
Staples Business Advantage  December 2001 - April 2010
Lyreco (Canada) Inc.   April 1999 - June 2001

Skills
Customer Service, Customer Satisfaction, Time Management, Leadership, Project Management, Healthcare Information..., Salesforce.com, Data Analysis, Health Information..., Database Management, Healthcare, Statistical Data..., Quality Assurance, Accountability, Customer Experience, Microsoft Office, Teamwork, Sales, Product Knowledge, Organization &..., Data Entry, Team Leadership, Training, Database Admin, Account Management

Education
NSCC   2010 — 2012
Health Information Management, Health Information/Medical Records Administration/Administrator

Nova Scotia Community College   2010 — 2012
Health Information Management

Ahmed El-Shaboury PhD, CIM, FPSC Level 1™ Ahmed El-Shaboury PhD, CIM, FPSC Level 1™ Ottawa, Canada Area Details
Ahmed El-Shaboury PhD, CIM, FPSC Level 1™'s Assante Wealth Management Experience March 2011 - Present
Job Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   March 2011 - Present
Investors Group Financial Services Inc.  August 2009 - April 2011
University of Ottawa  2009 - 2009

Skills
Critical Thinking, Financial Planning, Insurance, Retirement Planning, Insurance Planning, Mutual Funds, Problem Solving, Risk Management, Tax, Financial Planners, Investment Strategies, Strategic Financial..., Wealth Management, Financial Advisory, Long-term Care, Wealth Management..., Disability Insurance, Asset Managment, Small Business, Retirement, Life Insurance, Investment Advisory, Investments, Portfolio Management, Personal Finance, Estate Planning, Investment Management, Financial Services, Financial Risk, Asset Management, Succession Planning, Pensions, Alternative Investments, Bonds, Equities, Wealth, ETFs, Fixed Annuities, Asset Allocation, Securities, Savings, Personal Financial..., Segregated Funds, Options, Fixed Income, Loans, Relationship Management, Credit, Banking, Mortgage Lending

Education
University of Manitoba   2000 — 2005
Ph.D., Mechanical Engineering

University of Manitoba   1998 — 2000
Master of Science (M.Sc.), Mechanical Engineering

Cairo University   1989 — 1994
Bachelor of Science (B.Sc.), Mechanical Engineering

Mihaela Barnutiu Dilouya Mihaela Barnutiu Dilouya Montreal, Canada Area Details
Mihaela Barnutiu Dilouya's Assante Wealth Management Experience January 2012 - Present
Job Administrative Coordinator at Assante Capital Management
Industry Financial Services
Experience
Assante Wealth Management   January 2012 - Present
Medisys  July 2007 - December 2011
Disney Cruise Line  September 2000 - January 2006

Skills
Customer Satisfaction, Team Building, Administrative..., Hotels, Office Administration, Microsoft Excel, Coaching, Microsoft Office, Customer Service, Microsoft Word, Time Management, Call Center, Administration, Budgets, English, Event Planning, Hospitality, Marketing, Outlook, Process Improvement, Public Speaking, Strategic Planning, PowerPoint, Operations Management, Team Leadership, Teamwork, Employee Relations, Healthcare, Event Management, Leadership, Call Centers, French, Change Management, CRM

Education
   1996 — 2000
BA, english-french

   1996 — 2000
Bachelor's Degree, English; French Literature

Carlo De Rose Carlo De Rose Montreal, Canada Area Details
Carlo De Rose's Assante Wealth Management Experience 2002 - 2005
Job Vice President at Connor, Clark & Lunn Private Capital
Industry Financial Services
Experience
Connor, Clark & Lunn - Private Capital   Regional Vice President - Private Client GroupTD Waterhouse2005 - 2009
Assante Wealth Management   2002 - 2005
TD Canada Trust  2000 - 2002
Canada Trust  1993 - 2000

Skills
Investment Strategies, Mutual Funds, Portfolio Management, Investments, Mortgage Lending, Wealth Management, Retirement Planning, Banking, Strategic Financial..., Credit

Education
McGill University   1983 — 1984
Urban Land Economics

Concordia University   1980 — 1983
BComm, Finance

Dawson College   1978 — 1980
DEC, Commerce

Lester B. Pearson Comprehensive High   1976 — 1978
Highschool Leaving

Don Bridgman Don Bridgman Toronto, Canada Area Details
Don Bridgman's Assante Wealth Management Experience February 1981 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Assante Wealth Management   February 1981 - Present

Education
McMaster University

Louis Philippe Proulx Louis Philippe Proulx Montreal, Canada Area Details
Louis Philippe Proulx's Assante Wealth Management Experience March 2015 - Present
Job Associate regional VicePresident at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   March 2015 - Present
CI Investments Inc.  July 2008 - March 2015
CI Investments Inc. – Canada’s Investment Company   May 2005 - July 2008
Sony Canada  2002 - 2005

Skills
Mutual Funds, CFP (Currently working..., Retirement Planning, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Portfolio Management, Investment Advisory, Investments, Equities, Strategic Financial..., Securities, Wealth, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Wealth Management..., Financial Advisory, Relationship Management, Financial Services, Estate Planning, Investment Management, Bonds, Retirement, Financial Planners

Education
Université du Québec - Ecole de Technologie supérieure
Mechanical Engineering

Stephen Friday Stephen Friday Toronto, Canada Area Details
Stephen Friday's Assante Wealth Management Experience 1997 - August 2013
Job On leave.
Industry Financial Services
Experience
.   August 2013 - Present
Assante Wealth Management   1997 - August 2013

Skills
Wealth Management..., Fundraising, Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Finance, Estate Planning, Investment Strategies, Financial Advisory

Education
Rotman School of Management   2010 — 2012
ICD.D Directors Education Program, Corporate Governance

Richard Ivey School of Business
MBA, Business Administration, Management and Operations

The University of Western Ontario
BA, Economics

Joseph Viviani Joseph Viviani Toronto, Canada Area Details
Joseph Viviani's Assante Wealth Management Experience January 2010 - Present
Job Senior Service Coordinator at CI Financial
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   July 2015 - Present
Assante Wealth Management   January 2010 - Present

Skills
Insurance, Investments, Mutual Funds

Education
CEGEP - John Abbott College
Finance, Accounting and Finance

Jeff Kruse Jeff Kruse Montreal, Canada Area Details
Jeff Kruse's Assante Wealth Management Experience August 2012 - Present
Job Financial Advisor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management   August 2012 - Present
Jeff Kruse   May 1993 - October 2012

Skills
Strategic Financial..., Series 7, Estate Planning, Mutual Funds, Retirement, Investment Advisory, Asset Management, Investment Strategies, Asset Allocation, Financial Advisory

Education
Concordia University   1989 — 1992
Bachelor of Arts (BA), Economics

John Abbott College   1987 — 1989
DEC-Commerce, Economics

John Rennie High School   1982 — 1986

Jerome Grady Jerome Grady Halifax, Canada Area Details
Jerome Grady's Assante Wealth Management Experience
Job Senior Financial Planning Advisor/Manager at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management  

Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Strategic Financial...

Education
Saint Mary's University   1969 — 1973
BComm, Marketing/Accounting

Tharshinie Indrasenan Tharshinie Indrasenan Toronto, Canada Area Details
Tharshinie Indrasenan's Assante Wealth Management Experience March 2006 - December 2006
Job Senior Service Coordinator at Assante Wealth Management/CI Investments Inc.
Industry Financial Services
Experience
Assante Wealth Management/CI Investments Inc.   January 2013 - Present
Stonegate Private Counsel   2014 - 2014
StoneGate Private Counsel   2013 - 2014
Assante Wealth Management/CI Investments Inc.   January 2007 - January 2013
Assante Wealth Management/CI Investments Inc.   July 2008 - December 2010
Assante Wealth Management   March 2006 - December 2006
Assante Wealth Management   March 2000 - February 2006

Skills
Customer Service, Customer Relations, Documentation, Software Documentation, Team Leadership, Investments, Business Analysis, Training, Banking, Microsoft Office, Insurance, Wealth Management, Time Management, Finance, Risk Management, Financial Services, Portfolio Management, Mutual Funds

Education
University of Windsor   1998 — 1999
Bachelor of Arts Honors in Political Science

Lakehead University   1995 — 1998
Bachelor of Arts in Political Science and Psychology

Canadian Securities Institution
Certificate in Chief Compliance Officers Qualifying Examination

Canadian Securities Institution
Certificate in Branch Managers Course

Fred Pryor Seminar
Coaching Skills for Managers and Supervisors

Canadian Securities Institution
Certificate in Conduct and Practices Handbook

Langevin Learning Services
Writing Skills for Trainers

Langevin Learning Services
Instructional Design for New Designers Certificate

Canadian Securities Institution
Certificate in Canadian Securities Course

Canadian Securities Institution
Certificate in Canadian Operation Course

Jack Sadek Jack Sadek Montreal, Canada Area Details
Jack Sadek's Assante Wealth Management Experience February 2013 - October 2014
Job Investment Advisor at Assante Wealth Management
Industry Marketing and Advertising
Experience
Assante Wealth Management   February 2013 - October 2014
Mega Brands  January 2012 - May 2012
Terry Fox Foundation  April 2011 - July 2011
IsoTech Design   September 2010 - February 2011
Cephalon  May 2009 - August 2009

Skills
Co-Op Experience, Time Management, Outstanding..., Microsoft Excel, PowerPoint, Study Abroad Programs, Maximizer, Direct Sales, Customer Relations, Sales, Customer Service, Marketing

Education
Concordia University   2008 — 2012
Bachelor of Commerce (B.Com.), Marketing

Leo Hill Leo Hill Toronto, Canada Area Details
Leo Hill's Assante Wealth Management Experience 2006 - 2009
Job Senior Manager, Regulatory Compliance at HSBC
Industry Financial Services
Experience
HSBC  January 2014 - Present
Investment Planning Counsel Inc.   January 2013 - January 2014
Investment Planning Counsel Inc. (www.ipcc.ca)   July 2012 - December 2012
OBSI   2009 - 2012
Assante Wealth Management   2006 - 2009
RBC  2004 - 2006

Skills
Alternative Dispute..., AML, Mutual Funds, Securities, Investments, Risk Management, Banking, Wealth Management, Financial Risk, Financial Services, Auditing, Compliance Procedures

Education
Dalhousie University
Bachelor of Science, Psychology

CSI Global Education Inc.   1997 — 2012

Shayne Zalameda Shayne Zalameda Toronto, Canada Area Details
Shayne Zalameda's Assante Wealth Management Experience September 2012 - Present
Job
Industry Financial Services
Experience
Assante Wealth Management   September 2012 - Present

Education
Humber College   2010 — 2012
Business, Management, Marketing, and Related Support Services

Danielle Nardi Danielle Nardi Toronto, Canada Area Details
Danielle Nardi's Assante Wealth Management Experience 2004 - 2008
Job V.P. Compliance at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking  2015 - Present
Aligned Capital Partners Inc.   2012 - 2015
Investment Planning Counsel  2011 - 2012
FundEX Investments Inc. & Investia Financial Services Inc.   2010 - 2011
Investia Financial Services Inc.  2008 - 2010
Assante Wealth Management   2004 - 2008

Skills
AML

Education
CSI

Concordia University

George Brown College

IFSE

Brenda St. Germain Brenda St. Germain Toronto, Canada Area Details
Brenda St. Germain's Assante Wealth Management Experience March 2003 - May 2003
Job Chef Assistant, President's Choice (PC) Cooking Schools
Industry Food & Beverages
Experience
Loblaw Companies Limited  July 2014 - Present
Nella Cucina   November 2013 - July 2014
Kitchen Stuff Plus Inc.  April 2009 - November 2013
Women's Culinary Network   2005 - 2012
SupperWorks Toronto-Forest Hill   December 2007 - December 2010
Women's Culinary Network   2005 - 2007
Rogers Communications  November 2004 - September 2006
Rogers Communications  May 2003 - October 2004
Assante Wealth Management   March 2003 - May 2003
The Arthritis Society  April 1999 - January 2003

Skills
Food Service, Restaurants, Fine Dining, Food & Beverage, Food, Inventory Management, Customer Service, Culinary Skills, Menu Development, Food Preparation, Restaurant Management, Cuisine, Recipes, Catering, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sanitation, Cooking

Education
Liaison College   2008 — 2008
Cook Basic - Level 1 Diploma (Included Toronto Public Health Food Handler Certification)

Humber College   1994 — 1997
Public Relations Diploma

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