Assante Wealth Management
Industry: Company
DescriptionHeadquarters: Toronto, Canada Founded: 2004 Parent organization: CI Financial Subsidiaries: Assante Capital Management Inc., Assante Sports & Entertainment Inc., Assante Financial Management Ltd.
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Assante Wealth Management Employees
Employee
Years
Job
Industry
Allan Karpyshyn Allan Karpyshyn's Assante Wealth Management Experience March 2007 - September 2014
Job Wealth Manager at Investment Planning Corporation of Canada
Industry Financial Services
Experience
Investment Planning Counsel October 2014 - Present
Assante Wealth Management March 2007 - September 2014
Worldsource Financial Management January 1999 - February 2007
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Strategic Financial..., Investments, Retirement, Wealth, Portfolio Management, Estate Planning, Investment Strategies, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management
Education
Olds High School
The University of Calgary
Investment Planning Counsel October 2014 - Present
Assante Wealth Management March 2007 - September 2014
Worldsource Financial Management January 1999 - February 2007
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Strategic Financial..., Investments, Retirement, Wealth, Portfolio Management, Estate Planning, Investment Strategies, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management
Education
Olds High School
The University of Calgary
Carrie Joy Wadman, MA, CRC, ADS Carrie Joy Wadman, MA, CRC, ADS's Assante Wealth Management Experience 1999 - 2005
Job Substance Abuse and Mental Health Counselor / Acupuncture Detoxification Specialist at Carrie Joy Counseling
Industry Mental Health Care
Experience
Carrie Joy Counseling June 2015 - Present
iLINC May 2013 - May 2014
Goodwill Suncoast January 2013 - May 2014
Assante Wealth Management 1999 - 2005
Skills
Mental Health Counseling, Group Therapy, Behavioral Health, Crisis Intervention, Mental Health, Psychotherapy, Anger Management, Counseling Psychology, Psychology, Addiction Recovery, Substance Use Disorders, Motivational..., Treatment, Dual Diagnosis, Self-esteem, Family Therapy, Adolescents, Mindfulness, Case Managment, CBT, Post Traumatic Stress, Co-occurring Disorders, Case Management
Education
University of South Florida 2010 — 2014
Master's degree, Substance Abuse/Addiction Counseling, GPA - 4.0
University of South Florida 2010 — 2014
Graduate Certificates, Addictions and Substance Abuse Counseling, Integrative Health, 4.0
University of South Florida 2010 — 2011
Bachelor of Arts (B.A.), Psychology and Behavioural Health, 4.0
Carrie Joy Counseling June 2015 - Present
iLINC May 2013 - May 2014
Goodwill Suncoast January 2013 - May 2014
Assante Wealth Management 1999 - 2005
Skills
Mental Health Counseling, Group Therapy, Behavioral Health, Crisis Intervention, Mental Health, Psychotherapy, Anger Management, Counseling Psychology, Psychology, Addiction Recovery, Substance Use Disorders, Motivational..., Treatment, Dual Diagnosis, Self-esteem, Family Therapy, Adolescents, Mindfulness, Case Managment, CBT, Post Traumatic Stress, Co-occurring Disorders, Case Management
Education
University of South Florida 2010 — 2014
Master's degree, Substance Abuse/Addiction Counseling, GPA - 4.0
University of South Florida 2010 — 2014
Graduate Certificates, Addictions and Substance Abuse Counseling, Integrative Health, 4.0
University of South Florida 2010 — 2011
Bachelor of Arts (B.A.), Psychology and Behavioural Health, 4.0
Charles Cusson, P. Eng. Charles Cusson, P. Eng.'s Assante Wealth Management Experience 2008 - 2008
Job Inside Sales Covosoft
Industry Information Technology and Services
Experience
Phoenix Technology Services September 2014 - September 2015
Beaver Drilling 2013 - 2014
Ultragen-ciactech inc. March 2012 - November 2012
Morton Salt 2010 - 2011
Solsec 2009 - 2010
Fido Solutions 2009 - 2009
Assante Wealth Management 2008 - 2008
General Electric 2006 - 2007
Skills
Engineering, Mining, Project Engineering, Renewable Energy, Solidworks, Construction, AutoCAD, Matlab, Mechanical Engineering, Telecommunications, Commissioning, Inspection, Energy, Project Planning, Factory, Petroleum, Electricians, Oil & Gas, Project Management
Education
Université du Québec en Abitibi-Témiscamingue
B. ing., Electromechanical Engineering
Phoenix Technology Services September 2014 - September 2015
Beaver Drilling 2013 - 2014
Ultragen-ciactech inc. March 2012 - November 2012
Morton Salt 2010 - 2011
Solsec 2009 - 2010
Fido Solutions 2009 - 2009
Assante Wealth Management 2008 - 2008
General Electric 2006 - 2007
Skills
Engineering, Mining, Project Engineering, Renewable Energy, Solidworks, Construction, AutoCAD, Matlab, Mechanical Engineering, Telecommunications, Commissioning, Inspection, Energy, Project Planning, Factory, Petroleum, Electricians, Oil & Gas, Project Management
Education
Université du Québec en Abitibi-Témiscamingue
B. ing., Electromechanical Engineering
Darren Cale Darren Cale's Assante Wealth Management Experience March 2004 - Present
Job Vice President Assante Wealth Management
Industry Financial Services
Experience
Assante on Taylor - Winnipeg March 2006 - Present
Assante Wealth Management March 2004 - Present
Education
Canadian Securities Institute 2008 — 2011
CIM, Canadian Investment Manager
The Financial Planners Standards Council of Canada 1997 — 1999
CFP, Financial Planning
University of Manitoba 1987 — 1990
B.Comm. (Hons), Finance
University of Manitoba 1983 — 1986
BA, Economics
Assante on Taylor - Winnipeg March 2006 - Present
Assante Wealth Management March 2004 - Present
Education
Canadian Securities Institute 2008 — 2011
CIM, Canadian Investment Manager
The Financial Planners Standards Council of Canada 1997 — 1999
CFP, Financial Planning
University of Manitoba 1987 — 1990
B.Comm. (Hons), Finance
University of Manitoba 1983 — 1986
BA, Economics
Robert-Yves Mazerolle, CFP Robert-Yves Mazerolle, CFP's Assante Wealth Management Experience January 2000 - Present
Job Senior Financial Planning Advisor at Assante Wealth Management, Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management January 2000 - Present
CIBC Financial Planning December 1998 - January 2000
CIBC Wealth Management December 1996 - December 1998
CIBC March 1994 - December 1996
Skills
Retirement Planning, Wealth Management, Financial Planners, Estate Planning, Financial Advisory, Strategic Financial..., Insurance, Investments, Retirement, Financial Planning, Investment Management, Financial Services, Wealth Management..., Investment Strategies, Asset Management, Finance, High Net Worth..., Small Business, Wealth, Tax, Asset Managment, Risk Management, Financial Analysis, Public Speaking
Education
Canadian Bankers Institute 2000 — 2000
Estate Planning Program
Canadian Securities Institute 1997 — 1999
Professional Financial Planning program
Canadian Institute of Financial Planning 1994 — 1998
Chartered Financial Planning Program
Université du Québec à Montréal 1991 — 1993
Cerrtificat en administration des affaires
Assante Wealth Management January 2000 - Present
CIBC Financial Planning December 1998 - January 2000
CIBC Wealth Management December 1996 - December 1998
CIBC March 1994 - December 1996
Skills
Retirement Planning, Wealth Management, Financial Planners, Estate Planning, Financial Advisory, Strategic Financial..., Insurance, Investments, Retirement, Financial Planning, Investment Management, Financial Services, Wealth Management..., Investment Strategies, Asset Management, Finance, High Net Worth..., Small Business, Wealth, Tax, Asset Managment, Risk Management, Financial Analysis, Public Speaking
Education
Canadian Bankers Institute 2000 — 2000
Estate Planning Program
Canadian Securities Institute 1997 — 1999
Professional Financial Planning program
Canadian Institute of Financial Planning 1994 — 1998
Chartered Financial Planning Program
Université du Québec à Montréal 1991 — 1993
Cerrtificat en administration des affaires
Jean-Francois Painchaud Jean-Francois Painchaud's Assante Wealth Management Experience 1998 - Present
Job Advisor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management 1998 - Present
Novastra 1996 - 1998
Skills
Mutual Funds, Investments, Asset Management, Portfolio Management
Education
University of Prince Edward Island 1981 — 1984
Business/Commerce, General
College notre-dame 1972 — 1977
High School/Secondary Diplomas and Certificates
Assante Wealth Management 1998 - Present
Novastra 1996 - 1998
Skills
Mutual Funds, Investments, Asset Management, Portfolio Management
Education
University of Prince Edward Island 1981 — 1984
Business/Commerce, General
College notre-dame 1972 — 1977
High School/Secondary Diplomas and Certificates
Erica Trigiani Erica Trigiani's Assante Wealth Management Experience May 2013 - August 2013
Job Private Client Services Associate at Connor Clark & Lunn Private Capital
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital December 2013 - Present
Connor, Clark & Lunn Financial Group August 2013 - December 2013
Assante Wealth Management May 2013 - August 2013
Investors Group August 2012 - May 2013
The Goodyear Tire & Rubber Company April 2011 - September 2011
The Goodyear Tire & Rubber Company April 2010 - September 2010
Skills
Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Economics, Research, Public Speaking, Social Media, Marketing Communications, Microsoft Word, Strategy, Budgets, Business Strategy, Strategic Planning, Data Analysis, Forecasting, Negotiation, Investment Advisory, Leadership, Business Analysis
Education
University of Guelph 2008 — 2012
Bachelor of Commerce, Management Economics in Industry and Finance, With Honours
Connor Clark & Lunn Private Capital December 2013 - Present
Connor, Clark & Lunn Financial Group August 2013 - December 2013
Assante Wealth Management May 2013 - August 2013
Investors Group August 2012 - May 2013
The Goodyear Tire & Rubber Company April 2011 - September 2011
The Goodyear Tire & Rubber Company April 2010 - September 2010
Skills
Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Economics, Research, Public Speaking, Social Media, Marketing Communications, Microsoft Word, Strategy, Budgets, Business Strategy, Strategic Planning, Data Analysis, Forecasting, Negotiation, Investment Advisory, Leadership, Business Analysis
Education
University of Guelph 2008 — 2012
Bachelor of Commerce, Management Economics in Industry and Finance, With Honours
Robert Bradburn, CFP Robert Bradburn, CFP's Assante Wealth Management Experience September 2007 - August 2011
Job Wealth Management Specialist at Canadian Western Bank
Industry Financial Services
Experience
Canadian Western Bank April 2014 - Present
Servus Credit Union August 2011 - April 2014
Assante Wealth Management September 2007 - August 2011
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Advisory, Investment Strategies, Retirement, Strategic Financial..., Financial Advisory, Portfolio Management, Asset Allocation, Financial Services, Finance, Financial Planning, Banking
Education
CSI 2014 — 2016
Chartered Investment Manager, Banking and Financial Support Services
FPSC 2011 — 2013
Certified Financial Planner, Financial Planning and Services
University of Alberta 2005 — 2010
B.Comm., Strategic Management & Organization with Distinction
Canadian Western Bank April 2014 - Present
Servus Credit Union August 2011 - April 2014
Assante Wealth Management September 2007 - August 2011
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Advisory, Investment Strategies, Retirement, Strategic Financial..., Financial Advisory, Portfolio Management, Asset Allocation, Financial Services, Finance, Financial Planning, Banking
Education
CSI 2014 — 2016
Chartered Investment Manager, Banking and Financial Support Services
FPSC 2011 — 2013
Certified Financial Planner, Financial Planning and Services
University of Alberta 2005 — 2010
B.Comm., Strategic Management & Organization with Distinction
Nancy Weir Stadig's Assante Wealth Management Experience January 1993 - December 1999
Job Director of Quality Control, CANADIAN SCALE COMPANY LIMITED
Industry Transportation/Trucking/Railroad
Experience
CANADIAN SCALE COMPANY LIMITED October 2004 - Present
ETOBICOKE DOLPHINS GIRLS HOCKEY LEAGUE March 2010 - April 2015
Assante Wealth Management January 1993 - December 1999
Skills
Leadership, Product Management, New Business Development, Forecasting, Product Development, Process Improvement, Purchasing, Project Management, Recruiting, Sales, Marketing Strategy, Risk Management, Account Management, Negotiation, Inventory Management, Quality Assurance, Strategy, Project Planning, Team Building, Product Marketing, Coaching, Operations Management, Contract Negotiation, Manufacturing, Asset Management, Budgets, Public Speaking, Microsoft Office, Customer Service, Strategic Planning, Team Leadership
Education
University of Guelph 1989 — 1992
BA, Urban Planning, Social Economics
Rosseau Lake College 1988 — 1989
Grade 13, 13
CANADIAN SCALE COMPANY LIMITED October 2004 - Present
ETOBICOKE DOLPHINS GIRLS HOCKEY LEAGUE March 2010 - April 2015
Assante Wealth Management January 1993 - December 1999
Skills
Leadership, Product Management, New Business Development, Forecasting, Product Development, Process Improvement, Purchasing, Project Management, Recruiting, Sales, Marketing Strategy, Risk Management, Account Management, Negotiation, Inventory Management, Quality Assurance, Strategy, Project Planning, Team Building, Product Marketing, Coaching, Operations Management, Contract Negotiation, Manufacturing, Asset Management, Budgets, Public Speaking, Microsoft Office, Customer Service, Strategic Planning, Team Leadership
Education
University of Guelph 1989 — 1992
BA, Urban Planning, Social Economics
Rosseau Lake College 1988 — 1989
Grade 13, 13
Aaron Migie CFP FMA Aaron Migie CFP FMA's Assante Wealth Management Experience August 2007 - Present
Job Financial Advisor at Assante Capital Management Ltd.
Industry Financial Services
Experience
Assante Wealth Management August 2007 - Present
Large Wealth Management Firm. November 2005 - July 2007
Skills
Wealth Management, Retirement Planning, Small Business, Estate Planning, Retirement, Strategic Financial..., Wealth Accumulation, Wealth Management..., Portfolio Management, Investment Strategies, Investment Management
Education
Level 2 CFA Candidate
Financial Management Advisor Designation (FMA)
In Depth Tax and Investment Strategies
Canadian Securities Course
Securities, Fixed Income, Investments
Certified Financial Planner Designation (CFP)
Retirement, Tax, Estate, Investment, Insurance
Canadian Institute of Financial Planning 2005 — 2007
CFP, Financial Planning and Services
Investmet Funds Course of Canada (IFIC)
University of Manitoba 2000 — 2004
Economics/Statistics
Kelvin High School 1997 — 2000
High School
Assante Wealth Management August 2007 - Present
Large Wealth Management Firm. November 2005 - July 2007
Skills
Wealth Management, Retirement Planning, Small Business, Estate Planning, Retirement, Strategic Financial..., Wealth Accumulation, Wealth Management..., Portfolio Management, Investment Strategies, Investment Management
Education
Level 2 CFA Candidate
Financial Management Advisor Designation (FMA)
In Depth Tax and Investment Strategies
Canadian Securities Course
Securities, Fixed Income, Investments
Certified Financial Planner Designation (CFP)
Retirement, Tax, Estate, Investment, Insurance
Canadian Institute of Financial Planning 2005 — 2007
CFP, Financial Planning and Services
Investmet Funds Course of Canada (IFIC)
University of Manitoba 2000 — 2004
Economics/Statistics
Kelvin High School 1997 — 2000
High School
Jan Sampson Jan Sampson's Assante Wealth Management Experience March 2006 - November 2008
Job Vice President, Sales & Marketing at CI Investments
Industry Financial Services
Experience
CI Investments October 2010 - Present
CI Financial November 2008 - May 2012
Assante Wealth Management March 2006 - November 2008
IQON Financial Inc. September 1997 - March 2006
Manulife Financial 1996 - 1997
Skills
Business Analysis, Business Strategy, Investment Advisory, Investments, Mutual Funds, Relationship Management, Strategic Financial..., Wealth Management, Strategic Planning, Risk Management, Financial Analysis, Portfolio Management, Financial Services, Retirement Planning, Management
Education
University of Manitoba 1988 — 1992
Bachelor of Commerce (Honors), Finance, Marketing
CI Investments October 2010 - Present
CI Financial November 2008 - May 2012
Assante Wealth Management March 2006 - November 2008
IQON Financial Inc. September 1997 - March 2006
Manulife Financial 1996 - 1997
Skills
Business Analysis, Business Strategy, Investment Advisory, Investments, Mutual Funds, Relationship Management, Strategic Financial..., Wealth Management, Strategic Planning, Risk Management, Financial Analysis, Portfolio Management, Financial Services, Retirement Planning, Management
Education
University of Manitoba 1988 — 1992
Bachelor of Commerce (Honors), Finance, Marketing
Reno Augellone Reno Augellone's Assante Wealth Management Experience 1990 - 2009
Job Commercial Real Estate Industrial Properties at Shindico Realty Inc.
Industry Real Estate
Experience
Shindico Realty Inc. June 2014 - Present
Right Brain Strategies March 2014 - Present
Vacanza Destinations January 2000 - Present
Better Business Bureau of Manitoba and NW Ontario January 2010 - February 2014
Assante Wealth Management 1990 - 2009
Nygard International 1984 - 1990
Skills
Strategic Planning, Marketing Strategy, Customer Relations, Team Building, Online Marketing, Strategy, Marketing, Business Development, Sales, Program Management, Project Planning
Education
University of Manitoba 1975 — 1980
B.Sc., Mathematics
St. Paul's High School 1972 — 1975
Shindico Realty Inc. June 2014 - Present
Right Brain Strategies March 2014 - Present
Vacanza Destinations January 2000 - Present
Better Business Bureau of Manitoba and NW Ontario January 2010 - February 2014
Assante Wealth Management 1990 - 2009
Nygard International 1984 - 1990
Skills
Strategic Planning, Marketing Strategy, Customer Relations, Team Building, Online Marketing, Strategy, Marketing, Business Development, Sales, Program Management, Project Planning
Education
University of Manitoba 1975 — 1980
B.Sc., Mathematics
St. Paul's High School 1972 — 1975
Mark Pinto Mark Pinto's Assante Wealth Management Experience January 2002 - April 2005
Job Vice President, Advisor Strategy & Support, HollisWealth A Division of Scotia Global Wealth Mgt.
Industry Financial Services
Experience
Dundee Wealth Management Inc. October 2010 - Present
ITC Capital Corp. July 2005 - July 2010
Assante Wealth Management January 2002 - April 2005
Skills
Wealth Management, Mergers, Strategic Planning, Executive Management, Investment Advisory, Business Strategy, Business Planning, Change Management, Coaching, Management Consulting, Public Speaking, Team Building, Process Engineering, Governance, Mergers & Acquisitions, Investments, Business Development, Portfolio Management, Leadership, Retirement Planning
Education
University of New Haven 1987 — 1989
MBA, Management & Finance
Dundee Wealth Management Inc. October 2010 - Present
ITC Capital Corp. July 2005 - July 2010
Assante Wealth Management January 2002 - April 2005
Skills
Wealth Management, Mergers, Strategic Planning, Executive Management, Investment Advisory, Business Strategy, Business Planning, Change Management, Coaching, Management Consulting, Public Speaking, Team Building, Process Engineering, Governance, Mergers & Acquisitions, Investments, Business Development, Portfolio Management, Leadership, Retirement Planning
Education
University of New Haven 1987 — 1989
MBA, Management & Finance
Clive Smith Clive Smith's Assante Wealth Management Experience March 2004 - November 2008
Job Director at The Office of the Superintendent of Financial Institutions
Industry Financial Services
Experience
Office of the Superintendent of Financial Institutions of Canada June 2011 - Present
CS Financial Solutions January 2009 - June 2011
Assante Wealth Management March 2004 - November 2008
Royal & SunAlliance Life Insurance Company of Canada March 1985 - October 2001
Life of Jamaica Ltd January 1978 - August 1984
Education
Institute of Actuaries (UK) 1977 — 2010
Fellow of the Institute of Actuaries
Canadian Institute of Actuaries
Fellow of the Canadian Institute of Actuaries
University of the West Indies 1979 — 1981
Diploma in Management Studies
University of Southampton 1968 — 1971
BSc (Hons), Mathematics
Office of the Superintendent of Financial Institutions of Canada June 2011 - Present
CS Financial Solutions January 2009 - June 2011
Assante Wealth Management March 2004 - November 2008
Royal & SunAlliance Life Insurance Company of Canada March 1985 - October 2001
Life of Jamaica Ltd January 1978 - August 1984
Education
Institute of Actuaries (UK) 1977 — 2010
Fellow of the Institute of Actuaries
Canadian Institute of Actuaries
Fellow of the Canadian Institute of Actuaries
University of the West Indies 1979 — 1981
Diploma in Management Studies
University of Southampton 1968 — 1971
BSc (Hons), Mathematics
Glenn Scissons's Assante Wealth Management Experience 2001 - Present
Job Financial Advisor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management 2001 - Present
Mackenzie Financial 1999 - 2001
State Street 1997 - 1999
Skills
Equities, Insurance, Analysis, Mutual Funds, Fixed Income, Strategic Planning, Derivatives, Finance, Holistic Financial..., Estate Planning, Investment Portfolio..., Cash Management, Public Speaking, Strategy, Financial Advisory, Wealth Preservation..., Intergenerational..., Wealth Accumulation..., Multi-generational..., college ed, Group Benefit Plans, Group Insurance
Education
University of Ottawa 1993 — 1997
Bachelor of Commerce (Honours), Finance & Marketing
Assante Wealth Management 2001 - Present
Mackenzie Financial 1999 - 2001
State Street 1997 - 1999
Skills
Equities, Insurance, Analysis, Mutual Funds, Fixed Income, Strategic Planning, Derivatives, Finance, Holistic Financial..., Estate Planning, Investment Portfolio..., Cash Management, Public Speaking, Strategy, Financial Advisory, Wealth Preservation..., Intergenerational..., Wealth Accumulation..., Multi-generational..., college ed, Group Benefit Plans, Group Insurance
Education
University of Ottawa 1993 — 1997
Bachelor of Commerce (Honours), Finance & Marketing
Lisa Shah, MBA(hons), PMP's Assante Wealth Management Experience TrainerCI Investments1999 - Present
Job Trainer / Relationship Manager at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management TrainerCI Investments1999 - Present
Worldsource Financial Management 1995 - 1999
Skills
Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Risk Management, Wealth Management, Retirement Planning, Insurance, Investment Advisory, Financial Advisory, Financial Services, Financial Analysis, Securities, Accounting, New Business Development, Asset Managment, Banking, Credit, Equities, Asset Allocation, Relationship Management, Financial Markets, Derivatives, Investment Strategies, Mortgage Lending, Capital Markets
Education
University of Liverpool 2005 — 2007
MBA
Assante Wealth Management TrainerCI Investments1999 - Present
Worldsource Financial Management 1995 - 1999
Skills
Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Risk Management, Wealth Management, Retirement Planning, Insurance, Investment Advisory, Financial Advisory, Financial Services, Financial Analysis, Securities, Accounting, New Business Development, Asset Managment, Banking, Credit, Equities, Asset Allocation, Relationship Management, Financial Markets, Derivatives, Investment Strategies, Mortgage Lending, Capital Markets
Education
University of Liverpool 2005 — 2007
MBA
Derek Eatough's Assante Wealth Management Experience 2003 - 2004
Job Programmer Analyst at Paterson GlobalFoods Inc.
Industry Information Technology and Services
Experience
Paterson GlobalFoods Inc. February 2013 - Present
MGI Financial, (formerly Rice Financial Group) November 2004 - January 2013
Assante Wealth Management 2003 - 2004
Department of National Defence 2002 - 2002
Skills
Microsoft SQL Server, SQL, Visual Basic, JavaScript, Visual Studio, ASP, HTML, PHP, Java, OOP, Insurance, Mutual Funds, Business Analysis, Financial Services, System Administration, ASP.NET
Education
Univeristy of Manitoba 1999 — 2003
Bachelor of Science (B.Sc. Hons), Computer Science
University of Manitoba 1999 — 2003
Bachelor of Science (B.Sc.) w/ Honors, Computer Science
Paterson GlobalFoods Inc. February 2013 - Present
MGI Financial, (formerly Rice Financial Group) November 2004 - January 2013
Assante Wealth Management 2003 - 2004
Department of National Defence 2002 - 2002
Skills
Microsoft SQL Server, SQL, Visual Basic, JavaScript, Visual Studio, ASP, HTML, PHP, Java, OOP, Insurance, Mutual Funds, Business Analysis, Financial Services, System Administration, ASP.NET
Education
Univeristy of Manitoba 1999 — 2003
Bachelor of Science (B.Sc. Hons), Computer Science
University of Manitoba 1999 — 2003
Bachelor of Science (B.Sc.) w/ Honors, Computer Science
Wasyl Saluchok's Assante Wealth Management Experience 1993 - 2001
Job Distribution Strategy Development & Execution, Investments Institutional & Retail
Industry Investment Management
Experience
Northern Trust Global Investments 2005 - 2009
Northern Trust Global Advisors 2005 - 2009
Northern Trust 2005 - 2009
Assante Wealth Management 1993 - 2001
Skills
Investments
Education
University of Guelph 1985 — 1988
B.A. Hons, Management Economics
Northern Trust Global Investments 2005 - 2009
Northern Trust Global Advisors 2005 - 2009
Northern Trust 2005 - 2009
Assante Wealth Management 1993 - 2001
Skills
Investments
Education
University of Guelph 1985 — 1988
B.A. Hons, Management Economics
Debbie Rehn Doyle, CFA's Assante Wealth Management Experience 1995 - 1998
Job Director Capital Markets at MTS Allstream
Industry Telecommunications
Experience
MTS Allstream Treasury OfficerHydro One1998 - 2003
Assante Wealth Management 1995 - 1998
Education
CFA Institute
Chartered Financial Analyst Designation
University of Manitoba
MTS Allstream Treasury OfficerHydro One1998 - 2003
Assante Wealth Management 1995 - 1998
Education
CFA Institute
Chartered Financial Analyst Designation
University of Manitoba
David Sain's Assante Wealth Management Experience 2006 - 2009
Job Senior Regulatory Officer for ICE Futures Canada Inc.
Industry Financial Services
Experience
IntercontinentalExchange, Inc. (ICE Futures Canada Inc.) 2012 - Present
Ombudsman for Banking Services and Investments (OBSI) 2009 - November 2011
Assante Wealth Management 2006 - 2009
Assante Wealth Management 2002 - 2006
People First HR Services 2000 - 2002
Self-employed 1999 - 2000
RBC Dominion Securities 1996 - 1999
Government of Canada 1988 - 1996
Skills
Compliance, Mutual Funds
Education
University of Manitoba 2000 — 2005
MBA, Finance
IntercontinentalExchange, Inc. (ICE Futures Canada Inc.) 2012 - Present
Ombudsman for Banking Services and Investments (OBSI) 2009 - November 2011
Assante Wealth Management 2006 - 2009
Assante Wealth Management 2002 - 2006
People First HR Services 2000 - 2002
Self-employed 1999 - 2000
RBC Dominion Securities 1996 - 1999
Government of Canada 1988 - 1996
Skills
Compliance, Mutual Funds
Education
University of Manitoba 2000 — 2005
MBA, Finance
Shailesh Godse's Assante Wealth Management Experience 1994 - 1997
Job Regional VicePresident, Eastern Canada at Credential Financial Inc
Industry Financial Services
Experience
Credential Financial Inc December 2011 - Present
Prosperity ONE Credit Union October 2012 - March 2014
Credential November 2005 - December 2011
AIC Limited December 2003 - November 2005
Portland Investment Counsel Inc. 2003 - 2005
Investors Group Financial Services Inc. 1993 - 2000
Assante Wealth Management 1994 - 1997
Assante Wealth Management 1994 - 1997
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Management, Insurance, Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Asset Managment, Financial Planners, Investment Advisory, Securities, Certified Financial..., Credit, Business Development, Strategic Financial..., Employee Benefits, Retail Banking, Financial Advisory, Financial Services, Portfolio Management, Investment Strategies
Education
University of Manitoba 1988 — 1993
B. Comm (Hons), Finance/Marketing
Credential Financial Inc December 2011 - Present
Prosperity ONE Credit Union October 2012 - March 2014
Credential November 2005 - December 2011
AIC Limited December 2003 - November 2005
Portland Investment Counsel Inc. 2003 - 2005
Investors Group Financial Services Inc. 1993 - 2000
Assante Wealth Management 1994 - 1997
Assante Wealth Management 1994 - 1997
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Management, Insurance, Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Asset Managment, Financial Planners, Investment Advisory, Securities, Certified Financial..., Credit, Business Development, Strategic Financial..., Employee Benefits, Retail Banking, Financial Advisory, Financial Services, Portfolio Management, Investment Strategies
Education
University of Manitoba 1988 — 1993
B. Comm (Hons), Finance/Marketing
Kristina Worden's Assante Wealth Management Experience June 2012 - December 2013
Job Trust Administrator at CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management March 2014 - Present
RBC Dominion Securities January 2014 - March 2014
Assante Wealth Management June 2012 - December 2013
CIBC Wealth Management April 2013 - August 2013
Front Street Capital August 2012 - January 2013
Macquarie Group January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Social Skills, Research, Teamwork, Wealth Management..., Intellectual Capital..., Social Networking, Wealth Preservation..., Wealth Accumulation..., Intergenerational..., Banking, Software Documentation, Time Management, Wealth Management
Education
Sheridan College 2011 — 2013
Banking and Wealth Management Advanced Diploma
University of Guelph
CIBC Private Wealth Management March 2014 - Present
RBC Dominion Securities January 2014 - March 2014
Assante Wealth Management June 2012 - December 2013
CIBC Wealth Management April 2013 - August 2013
Front Street Capital August 2012 - January 2013
Macquarie Group January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Social Skills, Research, Teamwork, Wealth Management..., Intellectual Capital..., Social Networking, Wealth Preservation..., Wealth Accumulation..., Intergenerational..., Banking, Software Documentation, Time Management, Wealth Management
Education
Sheridan College 2011 — 2013
Banking and Wealth Management Advanced Diploma
University of Guelph
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY