BMO Nesbitt Burns

Industry: Financial services company

Description

BMO Nesbitt Burns is a part of BMO Financial Group. It is a full-service investment firm with approximately 1,300 investment advisors at 70 branches across Canada. The origins of BMO Nesbitt Burns' predecessor firms date back to 1912. Parent organization: Bank of Montreal Headquarters: Toronto, Canada Founded: 1912 Predecessor: Nesbitt, Thomson & Co., Burns Fry Subsidiaries: BMO Nesbitt Burns Securities Ltd.,

BMO Nesbitt Burns List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BMO Nesbitt Burns. You can filter them based on skills, years of employment, job, education, department, and prior employment.

BMO Nesbitt Burns Salaries. You can even request information on how much does BMO Nesbitt Burns pay if you want to. Learn about salaries, pros and cons of working for BMO Nesbitt Burns directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

844 BMO Nesbitt Burns employees in database. Find out everything there's to know about BMO Nesbitt Burns employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

BMO Nesbitt Burns Employees

Employee
Years
Job
Industry
Tracey St-Pierre Tracey St-Pierre Montreal, Canada Area Details
Tracey St-Pierre's BMO Nesbitt Burns Experience 2000 - Present
Job Investment Representative
Industry Investment Banking
Experience
BMO Nesbitt Burns   2000 - Present

Education
Concordia University
Bachelor of Commerce (BCom)

McGill University

Joanna McMaster Joanna McMaster Toronto, Canada Area Details
Joanna McMaster's BMO Nesbitt Burns Experience 1980 - 2010
Job NewMedia IR Services
Industry Marketing and Advertising
Experience
NewMedia-IR Services   2012 - Present
BMO Nesbitt Burns   1980 - 2010

Skills
Business Analysis, Financial Analysis, Project Management, Change Management, Risk Management, Business Strategy, Business Development, Microsoft Excel, SQL, Analysis, Finance, Business Planning, Investments, Entrepreneurship

Education
Concordia University

University of Toronto

TY SOO, CIWM, FCSI, FMA, DFP TY SOO, CIWM, FCSI, FMA, DFP Toronto, Canada Area Details
TY SOO, CIWM, FCSI, FMA, DFP's BMO Nesbitt Burns Experience September 2014 - Present
Job Investment Advisor & Certified International Wealth Manager:Focused on your entire wealth management needs
Industry Investment Management
Experience
BMO Nesbitt Burns   September 2014 - Present
CIBC  January 2002 - August 2014
CIBC World Markets  2000 - 2002
PUROLATOR COURIER LTD  1996 - 2000
THE FUTURE SHOP / BEST BUY   1992 - 1996

Skills
Financial Goals, Wealth Management, Investments, Mutual Funds, Alternative Investments, Portfolio Management, Investment Advisory, Private Banking, Asset Managment, Investment Strategies, Estate Planning, Equities, Investment Management, Strategic Financial..., Financial Advisory, Wealth, Credit, Valuation, Securities, Asset Management, Finance, Financial Services, Retirement, Financial Planning

Education
Ivey Business School at Western University   2015 — 2015
PORTFOLIO RISK & RETURN SECURITIES VALUATION

Canadian Securities Institute & Association of International Wealth Managers   2012 — 2013
CERTIFIED INTERNATIONAL WEALTH MANAGER (CIWM)

CANADIAN SECURITIES INSTITUTE   2009 — 2009
CHARTERED PROFESSIONAL STRATEGIC WEALTH (Ch.P.- CSWP)

University of Toronto   2009 — 2009
FINANCE, FINANCE

CANADIAN SECURITIES INSTITUTE   2000 — 2009
FELLOW CANADIAN SECURITIES INSTITUTE DESIGNATION (FCSI)

CANADIAN SECURITIES INSTITUTE   2007 — 2007
FMA, FINANCIAL MANAGEMENT ADVISOR DESIGNATION (FMA)

Wilfrid Laurier University   1998 — 2000
POST GRADUATE QUALIFICATION IN FINANCIAL PLANNING, DFP-MBA(C), FMA, PFP

BISHOP'S UNIVERSITY   1988 — 1991
BUSINESS/ ECONOMICS, ECONOMICS/FINANCE

Bishop's University   1988 — 1991

THE ORATORY SCHOOL   1982 — 1984

Donald Fang Donald Fang Toronto, Canada Area Details
Donald Fang's BMO Nesbitt Burns Experience June 2013 - October 2014
Job Wealth Management
Industry Investment Management
Experience
BMO Financial Group  October 2014 - Present
BMO Nesbitt Burns   June 2013 - October 2014
Chan Yu Wong Chartered Accountants LLP (merged with Schwartz, Levitsky, Feldman, LLP)   September 2010 - May 2013
Deloitte  September 2008 - September 2010

Skills
Wealth Management, Accounting, Investments, Tax, Knowledge Management, Strategy, Leadership

Education
Columbia University in the City of New York   2015 — 2016
Candidate - Master of Science: Information and Knowledge Strategy (MSc)

Tsinghua University   2014 — 2015
Candidate - Global Executive Master of Business Administration (Global EMBA)

University of Toronto   2004 — 2008
Bachelor of Commerce (B.Comm), Specialized in Accounting and Finance; Majored in Economics

Grove N. Mower Grove N. Mower Chicago, Illinois Details
Grove N. Mower's BMO Nesbitt Burns Experience June 1996 - June 1997
Job Senior Vice President Financial Advisor at Wayne Hummer Investments, a Wintrust Wealth Management Company
Industry Financial Services
Experience
Wayne Hummer Investments, a Wintrust Wealth Management Company  May 1998 - Present
BMO Nesbitt Burns   June 1996 - June 1997
The Chicago Corporation  April 1989 - May 1995
William Blair & Co.   April 1988 - April 1989
Dillon Read & Co.   March 1987 - November 1988
Mabon Nugent & Co.   April 1982 - January 1985

Skills
Finance, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Retirement, Securities, Uniform Combined State..., Financial Advisory, Estate Planning, Fixed Income

Education
Brown University   1976 — 1980
B.A, English and Political Science

Deerfield Academy   1972 — 1976

St. Louis Country Day School   1968 — 1972

Maria DAngelo Maria DAngelo Montreal, Canada Area Details
Maria DAngelo's BMO Nesbitt Burns Experience January 1990 - September 1991
Job President, Sales & Marketing, Les Bijoux D'ANGELO Jewels
Industry Marketing and Advertising
Experience
CREATIONS D'ANGELO   June 2013 - Present
Promotions DAngelo   May 2013 - Present
PROMOTIONS DANGELO   2013 - Present
MyOffice   September 1989 - Present
Future Electronics  January 2002 - September 2004
BMO Nesbitt Burns   January 1990 - September 1991
The Nesbitt Law Firm, PLLC   January 1989 - August 1991

Skills
Legal Research, Legal Assistance, Legal Writing, Civil Litigation, Pleadings, Document Review, Litigation Support, Personal Injury, Commercial Litigation, Intellectual Property, Research, Contract Negotiation, Sales, Web Design, Negotiation, Public Speaking, Due Diligence, Litigation, Marketing, Social Networking, Small Business, Event Planning, Start-ups, Entrepreneurship, Online Marketing, Retail, Real Estate, Social Media, Public Relations, Social Media Marketing, Training, New Business Development, Customer Service, Advertising, Marketing Strategy, Trade Shows, Marketing Communications, Coaching, Direct Sales

Education
Concordia University   1986 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Rosemount High School, Montreal, QC   1977 — 1979
High School Diploma, Certificate in Translation

Angela Yun Angela Yun Vancouver, Canada Area Details
Angela Yun's BMO Nesbitt Burns Experience 2014 - Present
Job Operations Assistant at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   2014 - Present

Skills
Financial Analysis, Customer Service, Sales, Numeracy, Private Equity, Mutual Funds, Bilingual, OTC

Education
Brandon University
Bachelor of Arts (B.A.)

Buddy Herold Buddy Herold Calgary, Canada Area Details
Buddy Herold's BMO Nesbitt Burns Experience November 2006 - August 2008
Job Regional Vice President Sales at AGF Investments
Industry Investment Management
Experience
AGF Management Limited  May 2012 - Present
AGF Management Limited  May 2010 - May 2012
AGF Management Limited  August 2008 - May 2010
BMO Nesbitt Burns   November 2006 - August 2008
CIBC  April 2003 - September 2006
CIBC  February 2002 - April 2003
Camp Couchiching   2000 - 2003
Coca-Cola  January 1999 - September 2001

Skills
Investments, Wealth Management, Mutual Funds, Portfolio Management, Asset Managment, Investment Strategies, Equities, Bonds, Securities, Alternative Investments, Financial Advisory, Asset Allocation, Financial Services, Finance, Financial Planners, Financial Markets, Asset Management, Financial Modeling, Wealth, Capital Markets, High Net Worth..., Financial Planning

Education
Canadian Securities Institute   2005 — 2007
CIM, FMA, FCSI, Finance

Bishop's University   1992 — 1996
BA, Economics / Geography

St. Michael's College School   1987 — 1992

Our Lady of Sorrows Catholic Elementary School   1978 — 1988

David Avon David Avon Ottawa, Canada Area Details
David Avon's BMO Nesbitt Burns Experience September 2002 - Present
Job Vice President, Wealth Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   September 2002 - Present

Education
Carleton University   1984 — 1989
Bachelor's Degree, Bachelor of Arts, Honours in Economics

Dave Cann Dave Cann Toronto, Canada Area Details
Dave Cann's BMO Nesbitt Burns Experience 2010 - 2012
Job Business Development at Ashfield Healthcare Canada
Industry Pharmaceuticals
Experience
Ashfield Healthcare Canada  November 2013 - Present
Medical Communications Group  August 2012 - October 2013
BMO Nesbitt Burns   2010 - 2012

Skills
Investment Advisory, Wealth Management, Investments, Pharmaceutical Industry, Mutual Funds, Strategic Financial..., Marketing, Securities, Financial Analysis, Asset Management, Relationship Management, Investment Strategies, Leadership, Microsoft Office

Education
Colgate University   2000 — 2004
Bachelor of Arts, Economics, Geography

Central Peel Secondary School   1996 — 2000

Charles E. Martin, CFA Charles E. Martin, CFA Montreal, Canada Area Details
Charles E. Martin, CFA's BMO Nesbitt Burns Experience November 1993 - October 2000
Job Vice President and Portfolio Manager at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Wealth  May 2009 - Present
RBC Dominion Securities  November 2000 - May 2009
BMO Nesbitt Burns   November 1993 - October 2000

Skills
Asset Allocation, Equities, Fixed Income, Wealth Management, Economics, Presentations, Portfolio Management, Equity Valuation, Retirement Planning, Financial Risk, Investments, Investment Advisory, Investment Strategies, Wealth

Education
CFA Institute   1998 — 2000
CFA

Concordia University   1988 — 1993
Bachelor of Commerce, Major Finance, Minor Management

John Abbott College   1985 — 1987
DEC, Commerce, Psychology

John XXIII / Dorval High   1980 — 1985

David Kapauan David Kapauan Toronto, Canada Area Details
David Kapauan's BMO Nesbitt Burns Experience September 1997 - March 1998
Job Lead Architect, Contact Center Technology at RBC
Industry Computer Software
Experience
RBC  April 2014 - Present
RBC  August 2011 - April 2013
IBM Canada Ltd.  September 2010 - August 2011
IBM Canada Ltd.  February 1999 - July 2011
IBM Canada Ltd.  January 2008 - September 2010
Sequel Communications  March 1998 - February 1999
BMO Nesbitt Burns   September 1997 - March 1998
Manulife Financial  June 1990 - September 1997
Manulife Financial  June 1990 - September 1997
Sequel Concepts   October 1987 - June 1990

Skills
IVR, Architecture, Genesys, Workforce Management, Call Logging, CTI, Avaya, Integration, Contact Centers, Call Center, SDLC, Software Project..., Telecommunications, Data Center, Cisco Technologies, Call Centers, Collaboration, VoIP, Enterprise Software, Professional Services, Solution Architecture, Enterprise Architecture, Project Management, IT Strategy, Software Development, CRM, Databases, Strategy, Oracle, Security

Education
University of the Philippines   1979 — 1983
Bachelor of Science

University of the Philippines   1979 — 1983
Bachelor of Science

Ateneo de Manila University   1975 — 1979
High School

Helen Tu Helen Tu Vancouver, Canada Area Details
Helen Tu's BMO Nesbitt Burns Experience January 2007 - August 2010
Job Paralegal at Dolden Wallace Folick LLP
Industry Higher Education
Experience
Capilano University  ParalegalDolden Wallace Folick LLPJuly 2012 - Present
BMO Nesbitt Burns   January 2007 - August 2010

Skills
Research, Legal Research

Education
Capilano University   2010 — 2012
Paralegal Diploma

York University - Schulich School of Business   2002 — 2006
Bachelor of Business Administration (BBA), Finance, General

Kenneth Karachi Kenneth Karachi East Lansing, Michigan Details
Kenneth Karachi's BMO Nesbitt Burns Experience April 1992 - October 2006
Job Kenneth Karachi Consulting
Industry Financial Services
Experience
Kenneth Karachi Consulting   October 2006 - Present
BMO Nesbitt Burns   April 1992 - October 2006
Marchment and MacKay   April 1991 - February 1992
Creditel Canada   June 1990 - February 1991

Skills
Asset Allocation, Portfolio Management, Financial Analysis, Corporate Finance, Bond Markets, Equity Research, Equity Trading, Equity Valuation, Economic Research, Risk Management, Market Analysis, Fixed Income Analysis, Capital Markets, Leadership, Fixed Income, Strategy, Investments, Wealth Management, Marketing

Education
Brock University
Bachelor of Arts (B.A.), Administration/Political Science

Katie Guledani Katie Guledani Toronto, Canada Area Details
Katie Guledani's BMO Nesbitt Burns Experience February 2011 - July 2011
Job Director of Marketing
Industry Market Research
Experience
Rogers Communications - Outrank   June 2014 - December 2014
Georgian Community Association in Canada   February 2011 - April 2013
BMO Nesbitt Burns   February 2011 - July 2011
Cavallino Fine Leather   June 2009 - May 2011

Skills
IT Operations, Access Control, Excel, High Volume Production, Fast Learner, Hard Worker, Microsoft Excel, Leadership, Strategy, Mass Production

Education
Ryerson MBA - Ted Rogers School of Management
Bachelor of Commerce, Marketing Management and Entrepreneurship

Ted Rogers School of Management
Bachelor of Commerce (BCom), Marketing Management

Michelle Murugan Michelle Murugan Toronto, Canada Area Details
Michelle Murugan's BMO Nesbitt Burns Experience June 2008 - June 2009
Job Customer Service Representative at DirectBuy of Toronto North
Industry Consumer Goods
Experience
Eni  June 2014 - October 2014
3PL Links Inc.   November 2013 - March 2014
Dutschek & Company   January 2013 - June 2013
York Region (The Regional Municipality of York)   August 2012 - December 2012
Willams Scotsman   June 2010 - March 2011
Rogers Communications  January 2010 - May 2010
BMO Nesbitt Burns   June 2008 - June 2009
CIBC  November 2007 - June 2008
CIBC  November 2006 - November 2007

Skills
Office Management, Financial Analysis, Account Reconciliation, Commitment to Customer..., Dedicated Professional, Teambuilding, Team Leadership, Team Building, Investment Banking, Brand Development, Governance, Invoicing, Logistics Management, Proofreading, Quantitative Research, Bookkeeping, Customer Service, Compliance, E-Learning, Microsoft Excel, Financial Risk, Internal Audit, Organization, Strategic Planning, PowerPoint, R&D, Risk Assessment, Trading

Education
Centennial College
Supply Chain Management

North American College   2008 — 2009

Centennial College
Business Administration

David J. Ferrante David J. Ferrante Montreal, Canada Area Details
David J. Ferrante's BMO Nesbitt Burns Experience November 1998 - April 2005
Job VicePresident at Pembroke Private Wealth Management Ltd. a division of Pembroke Management Ltd.
Industry Investment Management
Experience
Pembroke Private Wealth Management   July 2011 - Present
Pembroke Private Wealth Management   September 2009 - July 2011
Pembroke Private Wealth Management   April 2005 - September 2009
BMO Nesbitt Burns   November 1998 - April 2005

Skills
Investments, Investment Strategies, Asset Allocation, Wealth Management, Wealth Management..., Investment Management, Investment Advisory, Mutual Funds, High Net Worth..., Alternative Investments, Asset Management, Equities, Bonds, Fixed Income, Hedge Funds, Portfolio Management, Retirement, Retirement Planning, Wealth, Finance, Relationship Management, Financial Advisory

Education
Concordia University   1995 — 1998
Bachelor of Arts, Actuarial Mathematics

Milton Academy   1993 — 1995
Milton, MA, U.S. Prep School

MacDonald Cartier High School   1989 — 1993
International Baccalaureate

Alan Park, MBA Alan Park, MBA Toronto, Canada Area Details
Alan Park, MBA's BMO Nesbitt Burns Experience November 2010 - January 2011
Job eLearning Marketing Manager at FlightSafety International
Industry Aviation & Aerospace
Experience
FlightSafety International  April 2013 - Present
FlightSafety International  June 2011 - April 2013
Michael Page  January 2011 - March 2011
BMO Nesbitt Burns   November 2010 - January 2011
Circus Entertainment Group   June 2010 - September 2010
Scotia Capital Inc  January 2002 - April 2010

Skills
Marketing, Investments, Finance, Business Strategy, Market Research, Marketing Strategy, Strategic Planning, Competitive Analysis, Business Development, Negotiation, Team Leadership, Business Planning, New Business Development, Sales Management, Business Analysis, Team Management, Leadership, Market Analysis, Getting Linkedin..., Training, Selling, Performance Management, CRM, Management, Sales

Education
York University - Schulich School of Business   2007 — 2009
MBA

China Europe International Business School (CEIBS)   2007 — 2007
Exchange

Canadian Securities Institute   2003 — 2006
DMS

York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies   2002 — 2006
Bachelor

Sharon Dammann Sharon Dammann Toronto, Canada Area Details
Sharon Dammann's BMO Nesbitt Burns Experience 2005 - 2005
Job Associate at Richardson GMP
Industry Financial Services
Experience
Richardson GMP  November 2013 - Present
Macquarie Private Wealth Inc.  December 2005 - November 2013
BMO Nesbitt Burns   2005 - 2005
CIBC Wood Gundy  2004 - 2005
BMO Nesbitt Burns   1999 - 2004
CIBC Asset Management  January 1998 - August 1999

Skills
Wealth Management, Investments, Mutual Funds, Microsoft Excel, Fixed Income, Securities, Equities, Customer Satisfaction, Estate Planning, Customer Service, Alternative Investments, ETFs, Bonds, Banking, Asset Allocation, Wealth, Financial Services

Education
Athabasca University   2012 — 2013
Bachelor of Management, Business, Management, Marketing, and Related Support Services

Canadian Securities Institute
Wealth Management Essentials

Mohawk College
Business Administration, Accounting

Francisco Juarrero Francisco Juarrero Montreal, Canada Area Details
Francisco Juarrero's BMO Nesbitt Burns Experience April 2013 - June 2014
Job Finance graduate
Industry Financial Services
Experience
Apple  February 2014 - Present
BMO Nesbitt Burns   April 2013 - June 2014
Apple  October 2013 - January 2014
Apple  November 2011 - October 2013
Concordia University - John Molson School of Business  May 2012 - September 2012
AIESEC  March 2011 - February 2012
Hudson Bay Company  October 2010 - January 2011
Wal-Mart  September 2007 - June 2010

Skills
Teamwork, French, Team Management, PowerPoint, English, Event Management, Leadership Development, Team Leadership, Spanish, Social Media, Customer Service, Microsoft Office, Sales, Retail, Microsoft Excel, Microsoft Word, Public Speaking, Outlook, Fundraising, Data Entry

Education
Concordia University   2010 — 2014
Bachelor of Commerce, Finance

Champlain College Saint   2007 — 2009
Diploma of Collegial Studies, 2009

Frank Akah Frank Akah Toronto, Canada Area Details
Frank Akah's BMO Nesbitt Burns Experience April 2014 - November 2014
Job Business Management Financial Services Diploma Student at Humber College
Industry Financial Services
Experience
Omni King Edward Hotel   August 2015 - Present
BMO Nesbitt Burns   April 2014 - November 2014
AA Gelas International Company Limited, Nigeria   February 2013 - August 2013
University of Worcester   October 2011 - August 2012
National Youth Service Corp (Nysc)   June 2010 - June 2011

Skills
Budgets, Time Management, Microsoft Excel, Microsoft Office, Financial Statement..., Team Leadership, Business Relationship..., Financial Planning, General and Life..., Financial Accounting, Fundamental Analysis, Marketing Management, Consumer Products, Work Writing Skills, Interpersonal..., Investment Advisory, Business Planning, Pay attention to details, Integration, PowerPoint Presentation, Management

Education
Humber College   2014 — 2015
Diploma Certificate, Business Management and Financial Services

University of Worcester   2011 — 2012
MSc, Finance and Management

University of Worcester   2011 — 2011
Certificate, Leadership and Management, Excellent

Michael Okpara' University of Agriculture Umudike   2004 — 2008
BSc, Accountancy

John Lyng John Lyng Toronto, Canada Area Details
John Lyng's BMO Nesbitt Burns Experience September 2008 - February 2012
Job Technical Business Analyst at BMO Nesbitt Burns
Industry Information Technology and Services
Experience
Sun Life Financial  June 2012 - December 2014
BMO Nesbitt Burns   September 2008 - February 2012
Bank of Montreal  October 2007 - January 2008
The Nielsen Company  July 2006 - September 2007
Agora Consulting Partners  January 2005 - March 2006
TD Bank  March 2004 - December 2004
Agora Consulting Partners  January 2003 - November 2003
Sage Information Consultants   March 2000 - November 2002
City of Toronto  December 1997 - March 2000
Sage Information Consultants   October 1997 - November 1997

Skills
VBA, SQL Server, Access, SharePoint, C#, Quality Assurance, Business Analysis, Requirements Analysis, SQL, SDLC, MS Project, Visual Basic, .NET, User Acceptance Testing, XML, VB.NET, Requirements Gathering, Analysis, Software Development, Databases, Visual Studio, Integration, Application Development, Web Services, Documentation, VBScript, Reverse Engineering, Agile Methodologies, Testing, Visio, Microsoft SQL Server, Software Documentation

Education
York University   1987 — 1990
Economics

Carleton University   1981 — 1985
Economics

Concordia University   1967 — 1971
B.Sc., Physics

Marie Michelle Valade Marie Michelle Valade Montreal, Canada Area Details
Marie Michelle Valade's BMO Nesbitt Burns Experience February 2015 - Present
Job Agente de conformité at BMO Nesbitt Burns
Industry Judiciary
Experience
BMO Nesbitt Burns   February 2015 - Present
BMO Nesbitt Burns   2008 - January 2015
Boulangerie Première Moisson  2006 - 2010

Skills
Analytical Skills, Teamwork, Detailed Organization, Eye for Details, Priority Management, Organization &..., Human Resources, Research, Leadership, English

Education
Carleton University   2010 — 2013
B.Sc. Sciences intégrées, concentration en sciences judiciaires, mineure en psychology

Université de Montréal   2009 — 2010
Baccalauréat 120 crédits (cursus scientifique)

Université de Montréal   2007 — 2008
Mineure en criminologie

Collège André-Grasset   2005 — 2007
Diplôme d'études collégiales (DEC), Sciences humaines avec mathématiques, profil international

Collège Notre-Dame-du-Sacré-Coeur   2001 — 2005
Diplôme d'études secondaires

David Aziz David Aziz Greater Boston Area Details
David Aziz's BMO Nesbitt Burns Experience June 2010 - September 2010
Job Transaction Advisory Services at McGladrey
Industry Accounting
Experience
Deloitte  September 2013 - July 2015
University of Notre Dame  August 2012 - May 2013
Deloitte  June 2012 - August 2012
Deloitte  June 2011 - August 2011
BMO Nesbitt Burns   June 2010 - September 2010

Skills
Portfolio Management, Financial Reporting, Investments, Auditing, Accounting, Equities, US GAAP, Due Diligence, Asset Management, Business Valuation, SEC filings, Microsoft Excel, SEC Filings, Financial Accounting, Microsoft Word, Microsoft Office, Financial Analysis, PowerPoint

Education
University of Notre Dame   2012 — 2013
Master of Science (M.S.), Accounting

Bentley University   2008 — 2012
Accounting, Finance, Global Perspectives

The University of Hong Kong   2011 — 2011
Semester Abroad

Lower Canada College   1997 — 2008

Barry Rodger Barry Rodger Ottawa, Canada Area Details
Barry Rodger's BMO Nesbitt Burns Experience April 1997 - June 2004
Job Senior Financial Analyst at Shared Services Canada
Industry Government Administration
Experience
Shared Services Canada  November 2012 - Present
Statistics Canada  December 2009 - December 2012
BMO Nesbitt Burns   April 1997 - June 2004

Skills
Government, Research, Public Policy, Policy, Data Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Analysis, GIS, Report Writing, PowerPoint, Access, Finance

Education
Concordia University   1994 — 1997
Bachelor of Commerce (B.Com.), Finance, General

Matthew Kaszel Matthew Kaszel Montreal, Canada Area Details
Matthew Kaszel's BMO Nesbitt Burns Experience April 2011 - December 2011
Job Research Associate at Heward Investment Management Inc.
Industry Investment Management
Experience
Heward Investment Management Inc.   May 2013 - Present
RBC Investor Services  January 2012 - February 2013
BMO Nesbitt Burns   April 2011 - December 2011
RBC Investor Services  June 2009 - April 2011

Skills
Equities, Investments, Mutual Funds, Investment Management, Securities, Portfolio Management, Project Management, Global Custody, Business Development, Finance, Bloomberg, Fixed Income

Education
John Molson School of Business   2005 — 2008
Commerce, Finance

Chartered Financial Analyst Institute

Chartered Alternative Investment Analyst Association

John Abbott College   2002 — 2005
Social Sciences, Commerce

Loyola High School   1997 — 2002

Kim (berly) Houston Kim (berly) Houston Halifax, Canada Area Details
Kim (berly) Houston's BMO Nesbitt Burns Experience January 1999 - September 2006
Job Investment Advisor at Industrial Alliance
Industry Financial Services
Experience
Industrial Alliance  April 2008 - Present
Canaccord Capital  January 2007 - March 2008
BMO Nesbitt Burns   January 1999 - September 2006

Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Financial Advisory, Strategic Financial..., Retirement, Estate Planning, Investments, Financial Planners, Pensions, Disability Insurance, Critical Illness, Asset Management, Equities, Financial Planning, Team Building, Coaching

Education
Acadia University   1975 — 1979
Bachelor of Science in Physical Education and Bachelor of Education, Teaching/Coaching

Michel Laflamme, PMP Michel Laflamme, PMP Boston, Massachusetts Details
Michel Laflamme, PMP's BMO Nesbitt Burns Experience 1984 - 1991
Job Director, Global Lifestyle Development at New Balance
Industry Consumer Goods
Experience
Boston University  September 2015 - Present
New Balance  1995 - Present
BMO Nesbitt Burns   1984 - 1991

Skills
Footwear, Sporting Goods, Shoes, Sportswear, Apparel, Trend, Trend Analysis, Merchandising, Product Development, Brand Management, Tech Packs, Fashion, Retail, Product Design, Industrial Design

Education
Boston University   2013 — 2015
Master of Science (M.S.), Project Management, 4.0

Palm Beach Atlantic University
Bachelor of Science (BS), Finance

University of Warwick - Warwick Business School
Executive Studies, Strategic Advantage (2015)

Lisa Carmichael Lisa Carmichael Toronto, Canada Area Details
Lisa Carmichael's BMO Nesbitt Burns Experience August 1999 - February 2000
Job Branch Manager at HollisWealth
Industry Financial Services
Experience
DundeeWealth  February 2007 - May 2011
Dundee Securities Corporation  October 2003 - January 2007
Hampton Securities  May 2002 - October 2003
Thomson Kernaghan   February 2000 - May 2002
BMO Nesbitt Burns   August 1999 - February 2000

Skills
Mutual Funds

Education
Centennial College   1994 — 1997
Financial Services & Accounting, Financial Services & Accounting

Christina Clement Christina Clement Toronto, Canada Area Details
Christina Clement's BMO Nesbitt Burns Experience June 2014 - Present
Job VP, Head of Practice Managment at BMO Nesbitt Burns Leaders in Service, Ideas, Innovation and Growth
Industry Financial Services
Experience
BMO Nesbitt Burns   June 2014 - Present
RBC Dominion Securities  May 2013 - June 2014
RBC Dominion Securities  May 2009 - May 2013
RBC Dominion Securities  October 2007 - April 2011
RBC Dominion Securities  May 2005 - October 2007
Investors Group  1998 - 2005

Education
Candian Securities Insitute   2013 — 2014
Both IA(RR) and Branch Manager Liscensed

Carleton University   1987 — 1991
Bachelor of Arts (B.A.), Psychology

Jarvis Collegiate   1984 — 1987

Tony Lipiec Tony Lipiec Toronto, Canada Area Details
Tony Lipiec's BMO Nesbitt Burns Experience 1999 - 2005
Job Investment Advisor & Independent Life Insurance Agent Queens Bridge
Industry Financial Services
Experience
Queens Bridge-Wealth / Aligned Capital Partners   2013 - Present
Queens Bridge-Insurance   2013 - Present
Credential  2007 - 2013
BMO Nesbitt Burns   1999 - 2005

Skills
Securities, Investment Strategies, Investment Advisory, Fixed Income, Investments, Portfolio Management, Financial Services, Retirement Planning, Strategy, Insurance, Strategic Financial..., Wealth, Equities, Credit, Mutual Funds, Wealth Management, Trading, Finance, Fundraising, Financial Risk, Financial Advisory, Estate Planning, Wealth Management..., Life Insurance, Critical Illness, Disability Insurance

Education
Brock University   1987 — 1991
BA, Economics and Business Administration

Canadian Securities Institute   1992 — 1992
•Canadian Securities Course

Canadian Securities Institute   1993 — 1993
•Registered Representative Course

Canadian Securities Institute   1994 — 1994
•Canadian Options Course

Canadian Securities Institute   1994 — 1994
•Canadian Futures Exam

Philadelphia Exchange   1995 — 1995
•Philadelphia Foreign Exchange Options

Canadian Securities Institute   1998 — 1998
•Canadian Investment Management (PFP)

Steve Baliski Steve Baliski Toronto, Canada Area Details
Steve Baliski's BMO Nesbitt Burns Experience 1998 - 2008
Job Senior VP Trading at IS Captial Markets Inc
Industry Financial Services
Experience
IS Capital   September 2013 - Present
Futures Trader  June 2010 - Present
Independant  2008 - 2010
BMO Nesbitt Burns   1998 - 2008

Skills
Trading Strategies, Trading, FX Options, Commodity, Equities, Derivatives, Portfolio Management, Options, Technical Analysis, Financial Markets, Trading Systems, Investments, Venture Capital, Alternative Investments, Hedge Funds, Currency, Capital Markets, Electronic Trading, Fixed Income, Bloomberg, Asset Managment, FX trading

Education
Centennial College
Mechanical engineering

Paul Sandrin Paul Sandrin Toronto, Canada Area Details
Paul Sandrin's BMO Nesbitt Burns Experience September 2009 - January 2014
Job Representative for Building Material Suppliers
Industry Building Materials
Experience
Kilkea Sales   December 2014 - Present
Sandrin Financial Advocacy   February 2014 - Present
BMO Nesbitt Burns   September 2009 - January 2014
STMicroelectronics  December 2000 - February 2008
Future Electronics  December 1987 - December 2000

Skills
Product Marketing, New Business Development, Semiconductors, Sales Management, Sales Operations, Canadian Securities..., Wealth Management, Estate Planning, Risk Analysis, Options Strategies, Life Insurance, Investment Strategies, Alternative Investments, Portfolio Performance..., Portfolio Management, Financial Planning, Financial Services, Building Materials, Strategic Negotiations, Cross-functional Team..., Negotiation

Education
L.U.   1984 — 1986
Hons B.Comm, Finance

L.U.   1982 — 1984
B.A. Administration, Marketing

British Columbia Institute of Technology   1980 — 1982
Technology, Management

Gunaseelan Rajadurai Gunaseelan Rajadurai Toronto, Canada Area Details
Gunaseelan Rajadurai's BMO Nesbitt Burns Experience November 2007 - October 2008
Job Field Service Analyst at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal  September 2009 - Present
N/A - Currently Self Employed  August 2009 - Present
BMO Capital Markets  November 2008 - June 2009
BMO Nesbitt Burns   November 2007 - October 2008
General Electric, Energy  June 2006 - October 2007
CCSI compucom   2006 - 2007
Seimens  June 2004 - May 2006

Education
University of Peradeniya   2000 — 2004
B.A, General

Dawson College   1999 — 2000

Eastern University, Sri Lanka   1990 — 1995
bsc

Lee Barette Lee Barette Toronto, Canada Area Details
Lee Barette's BMO Nesbitt Burns Experience April 2009 - December 2009
Job CEO & President Canadafootballchat.com
Industry Sports
Experience
Canadafootballchat.com Ltd. (CFC)   December 2009 - Present
TSN - The Sports Network - Canada  February 2013 - Present
Saunders Equipment Ltd.   July 2012 - Present
BMO Nesbitt Burns   April 2009 - December 2009
Freedom 55 Financial  2006 - 2009
Ultimate Sports Nutrition   January 2001 - February 2006

Skills
Online Advertising, Business Development, Coaching, Entrepreneur, Retail, Entrepreneurship, Management, Sales Management, Leadership, Public Speaking, Customer Service, Fundraising, Event Management, Strategy, Business Planning, Social Media, Competitive Analysis, Team Building, Strategic Planning, Marketing, Time Management, Social Media Marketing

Education
Sobey School of Business at Saint Mary's University   2014 — 2016
Executive MBA, Sobey School of Business, EMBA, 2014 – 2016 (expected)

Saint Mary's University   2015 — 2015
University Teaching course

Acadia University   1996 — 1998
BA (Hons), History

Acadia University   1992 — 1996
B.P.E., Physical Education Teaching and Coaching

Southwood Secondary   1986 — 1991

Biljana Manojlovic, CFP, FCSI Biljana Manojlovic, CFP, FCSI Vancouver, Canada Area Details
Biljana Manojlovic, CFP, FCSI's BMO Nesbitt Burns Experience January 1996 - August 2002
Job Private Banker RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management - Private Banking   February 2012 - Present
RBC Financial planning  January 2003 - February 2012
BMO Nesbitt Burns   January 1996 - August 2002
C.M. Oliver & Company   September 1993 - January 1996

Skills
Wealth Management, Retirement Planning, Investment Strategies, High Net Worth..., Strategic Financial..., Estate Planning, credit solutions, Banking, Mortgage Lending, Investments, Financial Analysis, Wealth, Finance, Small Business, Portfolio Management, Residential Mortgages, Financial Advisory, Mutual Funds, Investment Advisory, Securities, Asset Allocation, Retirement, Wealth Management..., Investment Management

Education
Canadian Securities Institute   1996 — 1997
CIM, FCSI, Canadian Investment Manager and Fellow of Canadian Securities Institute

Financial Planning Standards Council of Canada   1996 — 1997
CFP, Certified Financial Planner

Sveučilište u Rijeci   1986 — 1990
•B.Sc. in Economics, University of Rijeka, Croatia, 1991

Newport High School, Bellevue, Wa, USA   1984 — 1985
Exchange student

Robert (Bob) Ehlers Robert (Bob) Ehlers Toronto, Canada Area Details
Robert (Bob) Ehlers's BMO Nesbitt Burns Experience February 1997 - December 1997
Job Project, Program and Risk Management Consultant
Industry Financial Services
Experience
HOOPP (Healthcare of Ontario Pension Plan)   February 2010 - Present
Ehlers Consulting Ltd.   July 2006 - Present
CWB Group  August 2009 - January 2010
DundeeWealth  2007 - 2009
Citigroup  March 2003 - January 2006
Citibank  December 1997 - March 2003
BMO Nesbitt Burns   February 1997 - December 1997
BMO Nesbitt Burns   August 1994 - February 1997
Burns Fry  June 1991 - August 1994
Burns Fry  May 1988 - June 1991

Skills
PMP, CBCP, Strategy, Disaster Recovery, Business Continuity..., Program Management, Business Process, Risk Management, Training, Enterprise Software, Leadership, Project Portfolio..., Outsourcing, Project Management, Management, Strategic Planning, Process Improvement, PMO, MS Project, Operations Management, Business Analysis, Business Continuity, Information Technology, Software Documentation, Business Process..., Consulting, Vendor Management, Governance

Education
CBCP - Disaster Recovery Institute
Certified Business Continuity Professional

PMP - Project Management Institute
Project Management Professional

Boston University   1996 — 1997
Project Management Certificate Program

Western University   1980 — 1983
BA - Bachelor of Arts, Administrative & Commercial Studies

Jen Sceviour Jen Sceviour Toronto, Canada Area Details
Jen Sceviour's BMO Nesbitt Burns Experience January 2008 - November 2009
Job Digital Marketing & Events Contractor
Industry Marketing and Advertising
Experience
FITC  January 2015 - April 2015
Rodmell & Company Inc.   March 2014 - September 2014
Grind Web Design   October 2011 - March 2014
GMR Marketing  October 2011 - March 2014
Vancouver Board of Trade  February 2011 - September 2013
VersaPay Corporation   November 2009 - October 2011
BMO Nesbitt Burns   January 2008 - November 2009
PEPSICO, The Jetstar Group   January 2007 - January 2008
Cossette  September 2006 - December 2006

Skills
Marketing Communications, Event Planning, Project Management, Sales, Web Design, Financial Analysis, Investments, User Experience, Marketing Strategy, Marketing, E-commerce, Product Management, CRM, Graphic Design, Photoshop, Illustrator, wordpress, HTML, css, Web Development, Web Usability, Strategic Planning, Branding & Identity, Banking, Wealth Management, Negotiation, Social Media Marketing, Management, Social Media, Web Marketing, Brand Development, Strategy, Website Development, Brand Awareness, WordPress, Online Marketing

Education
British Columbia Institute of Technology   2011 — 2012
Senior Management Degree in Technology, New Media Design and Web Development

Canadian Securities Institute   2008 — 2008
Investment Advisor Certificate, Wealth Management Essentials

Concordia University   2002 — 2006
Bachelor of Commerce (B.Com.), Marketing

Havergal College   1988 — 2002
Private Girls High School

James (Jim) Davis, MBA James (Jim) Davis, MBA Toronto, Canada Area Details
James (Jim) Davis, MBA's BMO Nesbitt Burns Experience 1993 - 2001
Job Senior Financial Advisor with extensive years of experience in Wealth Management
Industry Financial Services
Experience
CIBC  2001 - Present
BMO Nesbitt Burns   1993 - 2001

Skills
Financial Services, Financial Advisory, Credit, Wealth Management, Mutual Funds, Investments, Investment Strategies, Equities, Strategic Financial..., Fixed Income, Capital Markets, Financial Markets, Finance, Bonds, Trading, Risk Management, Valuation, ETFs, Investment Advisory, Derivatives, Investment Management, Retirement

Education
Concordia University
Master of Business Administration (M.B.A.), Marketing

Concordia University
Bachelor of Commerce (BCom), Finance and Economics

Byron B. Thouret Byron B. Thouret Montreal, Canada Area Details
Byron B. Thouret's BMO Nesbitt Burns Experience 1994 - 2000
Job PEAK SECURITIES
Industry Investment Management
Experience
PEAK SECURITIES   October 2014 - Present
Independent  June 2014 - Present
Sherbrooke Street Capital   October 2012 - May 2014
Independent  September 2010 - July 2012
RBC Financial Group-International Wealth Management   2005 - 2010
HSBC  2000 - 2005
BMO Nesbitt Burns   1994 - 2000
Syracuse China of Canada Ltd   1986 - 1991
Dominion Textile Co Ltd   1980 - 1991

Skills
Negotiation, Strategic Planning, Marketing Strategy, Sales Management, New Business Development, Public Speaking, Team Building, Marketing Communications, Coaching, Business Strategy, Problem Solving, Team Leadership, Product Marketing, Key Account Management, Product Development, Long-term Customer..., International Sales, International Relations, Portfolio Management, Finance, Sales, Mutual Funds

Education
Concordia University   1977 — 1980
Bachelor, Commerce

Nancy Sell Nancy Sell Toronto, Canada Area Details
Nancy Sell's BMO Nesbitt Burns Experience January 1999 - September 2006
Job Project Manager at ADFLOW Networks
Industry Consumer Services
Experience
ADFLOW Networks  June 2010 - Present
Biovail  September 2006 - January 2010
BMO Nesbitt Burns   January 1999 - September 2006

Skills
Project Management, Project Planning, Budgets, Management, Team Leadership, Team Building, Time Management, Analysis, Customer Service, Coaching, Process Improvement, Leadership, Change Management, Project Coordination, Training, Microsoft Office, Databases, Outlook, Microsoft Excel, Problem Solving, PowerPoint, Cat Sitting, Dogs, Stevedoring

Education
Sheridan College   2012 — 2013
Certificate in Project Management (honours)

Coach U   2008 — 2009
Core Essentials Program - Life Coaching

Canadore College   1993 — 1994
Baking and Pastry Arts/Baker/Pastry Chef

Tammy Beamish, CFP Tammy Beamish, CFP Ottawa, Canada Area Details
Tammy Beamish, CFP's BMO Nesbitt Burns Experience 2011 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   2011 - Present
Investors Group Financial Services Inc.  October 2001 - May 2011

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

Education
Algonquin College of Applied Arts and Technology   1984 — 1986

CFP
CFP

Adam Reichert Adam Reichert Montreal, Canada Area Details
Adam Reichert's BMO Nesbitt Burns Experience April 2006 - August 2006
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets  September 2007 - Present
Bank of Montreal  September 2006 - September 2007
BMO Nesbitt Burns   April 2006 - August 2006

Education
CFA Institute   2007 — 2010
CFA, Investment Management

Concordia University   2006 — 2009
MBA, Investment Management

Concordia University   2003 — 2006
B.Sc, Specialized Statistics

Chris McCuaig Chris McCuaig Ottawa, Canada Area Details
Chris McCuaig's BMO Nesbitt Burns Experience 2001 - 2004
Job Director, Business Development
Industry Financial Services
Experience
Freedom 55 Financial  September 2010 - Present
Royal LePage Performance Realty  January 2004 - August 2010
BMO Nesbitt Burns   2001 - 2004

Skills
Coaching, Entrepreneurship, Strategic Planning, Sales, Recruiting

Education
Carleton University   1994 — 1997
BA, Political Science

Ariel Yao Ariel Yao Halifax, Canada Area Details
Ariel Yao's BMO Nesbitt Burns Experience September 2012 - December 2012
Job Student at Dalhousie University
Industry Financial Services
Experience
Econ Energy Saving Ltd   May 2013 - August 2013
BMO Nesbitt Burns   September 2012 - December 2012
Partsupreme Corporation   February 2012 - May 2012
CHINA CITIC BANK  July 2011 - August 2011

Education
Dalhousie University   2010 — 2013

Beihang University
Higher National Diploma, Global trade

Dalhousie University, Halifax
Bachelor of Commerce Co, op; Finance

Michael Laughton Michael Laughton Ottawa, Canada Area Details
Michael Laughton's BMO Nesbitt Burns Experience May 1993 - July 1998
Job Investment and Retirement Planner at RBC Royal Bank
Industry Banking
Experience
RBC Royal Bank  August 1998 - Present
BMO Nesbitt Burns   May 1993 - July 1998

Skills
Financial Planning, Investments, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Mortgage Lending, Investment Strategies, Financial Advisory, Credit, High Net Worth..., Strategic Financial..., Retirement, Portfolio Management, Securities, Wealth, Residential Mortgages

Education
Carleton University   1990 — 1993
BComm, Finance

Western University   1986 — 1989
BA

Wayne Nikitiuk Wayne Nikitiuk Vancouver, Canada Area Details
Wayne Nikitiuk's BMO Nesbitt Burns Experience 1997 - 2004
Job Senior Investment Advisor & Portfolio Manager at Canaccord Wealth Management
Industry Financial Services
Experience
Canaccord Wealth Management  2005 - Present
BMO Nesbitt Burns   1997 - 2004
Blenz Coffee franchise Vancouver BC   1994 - 1996
Media One Communications   1991 - 1993
CBC Television Calgary NewsHour   1987 - 1991
CFRN News Edmonton   April 1986 - September 1986
BCTV News Vancouver   1984 - 1985

Skills
Portfolio Management, Retail, Investment Banking, Investments, Private Equity, Equities, Valuation, Corporate Finance, Venture Capital, Financial Modeling, Financial Analysis, Asset Managment, Strategic Financial..., Asset Management, Wealth Management, Trading, Financial Planning

Education
British Columbia Institute of Technology   1984 — 1986
Broadcast Journalism, TV and Radio News

The University of British Columbia   1980 — 1984
B.A., Geography and Economics

Sarah J. Stewart Sarah J. Stewart Ottawa, Canada Area Details
Sarah J. Stewart's BMO Nesbitt Burns Experience October 2004 - October 2007
Job Office Administrator at Roch Carrier Elementary School
Industry Executive Office
Experience
Roch Carrier Elementary School   August 2012 - Present
Merivale High School   November 2011 - August 2012
Ottawa-Carleton District School Board  September 2009 - August 2011
Ottawa-Carleton District School Board  July 2009 - August 2009
National Arts Centre  April 2009 - June 2009
Raymond James  July 2008 - February 2009
Canaccord Capital  October 2007 - June 2008
BMO Nesbitt Burns   October 2004 - October 2007
Desjardins  October 2002 - October 2004

Skills
Investments, Securities, Strategic Financial..., Portfolio Management, Mutual Funds, Trading, Financial Analysis, Wealth Management, Equities, Retirement Planning, Bonds, Customer Service, Business Analysis, Research, Banking

Education
Algonquin College of Applied Arts and Technology   1997 — 1998
Office Administration

Roman Torn Roman Torn Vancouver, Canada Area Details
Roman Torn's BMO Nesbitt Burns Experience 1998 - 1999
Job President at 653316 British Columbia dba Procare Medical
Industry Medical Devices
Experience
653316 British Columbia dba Procare Medical   1999 - Present
BMO Nesbitt Burns   1998 - 1999

Skills
Medical Devices, Orthopedic, Capital Equipment, Spine, Surgeons, Surgical Instruments, Operating Room, Surgery, Disposables, Sports Medicine, Healthcare, Market Development, Sales Management, Hospitals, New Business Development, Marketing Strategy, Strategic Planning, Product Development, Product Launch, Medical Sales, Sales, Sports Injuries, Rehabilitation, Athletic Training, Healthcare Management, Pain Management

Education
British Columbia Institute of Technology   1997 — 1999
International Trade and Business, Distribution, Sales, Marketing

Andrew Beamish Andrew Beamish Ottawa, Canada Area Details
Andrew Beamish's BMO Nesbitt Burns Experience February 2010 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   February 2010 - Present
Investors Group Financial Services, Inc.   September 2008 - February 2010
Bell Canada  April 2002 - August 2008
Nortel  1997 - 2001
JDS  1995 - 1997

Skills
Business Case, Finance, Cash Management, Estate Planning, Financial Planners, Financial Modeling, Financial Analysis, Risk Management, Strategic Financial..., Corporate Finance, Mutual Funds, Retirement Planning, Investments, Competitive Analysis, Financial Services, Business Development, Internal Controls, Leadership, Telecommunications, Project Management, Business Analysis

Education
Dalhousie University   1988 — 1990
MBA, Marketing & International Business

Carleton University   1982 — 1985
B.A., Law

Hillcrest High School   1978 — 1982

Jeremy Miao Jeremy Miao Toronto, Canada Area Details
Jeremy Miao's BMO Nesbitt Burns Experience May 2014 - August 2014
Job HBA Candidate at the Ivey Business School
Industry Financial Services
Experience
BMO Global Asset Management  May 2015 - August 2015
BMO Nesbitt Burns   May 2014 - August 2014
BMO Harris Private Banking  May 2013 - August 2013
BMO Financial Group  May 2012 - August 2012
UCC Summer Camps   2008 - 2011

Skills
Research, Time Management, Financial Analysis, Analysis, Event Planning, Portfolio Management, Social Networking, Fundraising, Investment Management, Critical Thinking

Education
Ivey Business School at Western University   2014 — 2016
Bachelor of Arts, Honors Business Administration (HBA), Finance

Western University   2011 — 2014
Bachelor of Management and Organizational Studies (BMOS), Finance, General

Upper Canada College   2002 — 2011
High School

Zahava Farber Zahava Farber Ottawa, Canada Area Details
Zahava Farber's BMO Nesbitt Burns Experience September 2012 - June 2014
Job Office Manager at Healthy Steps Pedorthic Clinic
Industry Financial Services
Experience
Healthy Steps Pedorthic Clinic   September 2014 - Present
BMO Nesbitt Burns   September 2012 - June 2014
Cafe Cinn   September 1997 - September 2010
Hillel Academy of Ottawa   September 1985 - June 2010

Skills
Early Childhood..., Curriculum Development, Lesson Planning, Customer Service, Differentiated..., Language Arts, Child Development, Fundraising, Marketing, Event Planning

Education
Carleton University   1977 — 1980
B.A., Psychology-Child Development

Algonquin College of Applied Arts and Technology   1975 — 1977
ECE, childcare and development

Randall Alberts Randall Alberts Montreal, Canada Area Details
Randall Alberts's BMO Nesbitt Burns Experience July 1999 - May 2003
Job Vice President, Sales, BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management  May 2014 - Present
BMO Global Asset Management  November 2012 - May 2014
BMO Investments Inc.  July 2010 - November 2012
AGF Funds Inc.  February 2007 - June 2010
RBC  March 2004 - February 2007
BMO Nesbitt Burns   July 1999 - May 2003
Private Investors Management Inc.   March 1995 - July 1999

Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, ETFs, High Net Worth..., Financial Advisory, Strategic Financial..., Asset Allocation, Financial Services, Bonds, Relationship Management, Securities, Investment Management, Hedge Funds, Capital Markets, Alternative Investments, Equities, Finance, Asset Management, Retirement, Retail Banking, Fixed Income, Banking, Sales Management, Wealth, Wealth Management..., Financial Markets, Trading, Options, Asset Managment, Separately Managed..., Derivatives, Financial Planners, High-Net-Worth..., Portefeuille de fonds, Mutuel de placement, Gestion de patrimoine, Stratégies de placement, Conseils en placements, Planification de la..., Planification..., Conseils financiers, Valeurs mobilières, Capitaux des fonds de..., Services bancaires de..., Services de gestion de...

Education
Heriott Watt University
Master of Business Administration (M.B.A.)



Kathryn Carver Kathryn Carver Toronto, Canada Area Details
Kathryn Carver's BMO Nesbitt Burns Experience November 2013 - Present
Job Associate Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   November 2013 - Present
ScotiaMcLeod  June 2012 - November 2013
BMO Nesbitt Burns   April 2011 - June 2012
JOLT Marketing   April 2011 - July 2011
The Sharp Group   May 2008 - October 2008
Lester B. Pearson School Board  April 2008 - May 2008
K Rock 105.5 FM, Newcap Radio   May 2007 - September 2007

Skills
Marketing Communications, Project Management, Training, Customer Service, Business Development, New Business Development, Research, Budget Process, Corporate Events, Advertising, CRM

Education
Concordia University   2004 — 2008
Marketing, Commerce

Melissa Clark, CFP, CSWP Melissa Clark, CFP, CSWP Ottawa, Canada Area Details
Melissa Clark, CFP, CSWP's BMO Nesbitt Burns Experience January 1992 - August 2013
Job Wealth Advisor
Industry Financial Services
Experience
Project TEMBO   June 2014 - Present
RBC Dominion Securities  August 2013 - Present
BMO Nesbitt Burns   January 1992 - August 2013
Habitat for Humanity Canada  May 2009 - May 2011
Habitat for Humanity National Capital Region   2008 - 2011
Watercan   June 2006 - June 2008

Skills
Wealth Management, Estate Planning, Retirement Planning, Financial Planning, Disability Insurance, Asset Allocation, High Net Worth..., Investment Advisory, Insurance, Annuities, Asset Protection, Philanthropy, Insurance Planning, Asset Management, Retirement Income..., Public Speaking, Fundraising, Strategic Financial..., Retirement, Asset Managment, Financial Planners, Portfolio Management, Investments, Wealth, Fixed Annuities, Wealth Management..., Investment Strategies, Mutual Funds, Strategy

Education
Carleton University   1977 — 1981
B.Comm, Marketing and Finance

David Urie David Urie Ottawa, Canada Area Details
David Urie's BMO Nesbitt Burns Experience August 1997 - October 2008
Job Retired
Industry Financial Services
Experience
Retired  November 2012 - Present
Raymond James  October 2008 - Present
BMO Nesbitt Burns   August 1997 - October 2008
OCRI  1994 - 1996
Ottawa Carleton Economic Development Corp. (OCEDCO)   1986 - 1994
American Express  June 1982 - September 1986
Kodak Canada  February 1980 - May 1982
Supply & Services Canada   1975 - 1980
Xerox Canada  1973 - 1975

Skills
Investments, Financial Planning, Retirement Planning, Estate Planning, Wealth Management, Insurance, Retirement, Securities, Investment Advisory, Mutual Funds

Education
Carleton University   1967 — 1971
BA

Ridgemont High School   1966 — 1967

St. Andrew's College   1963 — 1966

Nevin Chernick Nevin Chernick Vancouver, Canada Area Details
Nevin Chernick's BMO Nesbitt Burns Experience August 1996 - February 2006
Job Director, Wealth Management, Branch Manager & Portfolio Manager at Richardson GMP
Industry Investment Management
Experience
Richardson GMP  November 2013 - Present
Macquarie Private Wealth  January 2010 - October 2013
Blackmont Capital  February 2006 - December 2009
BMO Nesbitt Burns   August 1996 - February 2006
City of Surrey  1987 - August 1996

Skills
Wealth Management, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Equities, Bonds, Mutual Funds, Asset Allocation, Retirement Planning, Asset Management, Strategic Financial..., Securities, Investment Strategies, Hedge Funds, ETFs, Capital Markets, Investment Management, Fixed Income

Education
CFA Institute   1993 — 1995
Chartered Financial Analyst (CFA)

Society of Management Accountants of BC   1986 — 1987
Certified Management Accountant (CMA)

Algonquin College of Applied Arts and Technology   1980 — 1983
Diploma Business Administration, Accounting

Sandy Logan, C.E.T. Sandy Logan, C.E.T. Toronto, Canada Area Details
Sandy Logan, C.E.T.'s BMO Nesbitt Burns Experience November 1993 - Present
Job Sr. Manager Construction at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   November 1993 - Present
BMO  1993 - 2011
CBC  February 1993 - November 1993
National Bank of Canada  February 1988 - July 1992
Rybka Smith and Ginsler Consulting Engineers   April 1980 - February 1988

Skills
Construction, Project Management, Risk Management, Contract Management, Real Estate Development, Electricians, Project Planning, Contract Negotiation, Construction Management, Interior Design, Budgets, Renovation, MS Project, Project Coordination, Negotiation

Education
Ryerson University   1981 — 1984
Electrical Technology

Centennial College   1975 — 1978
Architectural Technology

Sir Wilfrid Laurie Collegiate

Chris Cruikshank Chris Cruikshank Halifax, Canada Area Details
Chris Cruikshank's BMO Nesbitt Burns Experience Branch ManagerAssante Capital ManagementJanuary 1997 - December 2007
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   Branch ManagerAssante Capital ManagementJanuary 1997 - December 2007

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

Education
Bishop's University
BA (Econ), Economics, Finance

Chartered Strategic Wealth Professional
CSWP, Finance

Dalhousie University
BSc, Biology, Economics

Francis (Frank) Tan Francis (Frank) Tan Greater Boston Area Details
Francis (Frank) Tan's BMO Nesbitt Burns Experience April 1996 - June 1998
Job Vice President, Corporate Development at Thermo Fisher Scientific Inc.
Industry Biotechnology
Experience
Thermo Fisher Scientific Inc.  November 2010 - Present
Merck / EMD Millipore Division of Merck KGaA   October 2010 - November 2010
Merck / EMD Millipore Division of Merck KGaA   April 2010 - November 2010
Millipore Corporation  April 2008 - April 2010
Millipore Corporation  November 2005 - April 2008
Philips Medical Systems  June 2005 - November 2005
TSG Equity Partners LLC   June 2003 - June 2005
Merrill Lynch & Co. Investment Banking Division   August 2000 - March 2003
BMO Nesbitt Burns   April 1996 - June 1998
Dresdner Securities (USA) Inc. - Dresdner Bank AG   January 1995 - April 1996

Skills
Corporate Development, Mergers, Company Acquisitions, International..., Divestitures, M&A due diligence, Acquisition Integration, Financial Analysis, Financial Modeling, Valuation, Life Sciences, Global Business..., Strategy Development, Strategic Advisory, Strategic Planning, Investment Banking, Private Equity/Venture..., Aseptic Processing, Filtration, Strategy, Mergers & Acquisitions, Lifesciences, Business Development, Private Equity, Due Diligence, Cross-border..., Strategic Partnerships, Biopharmaceuticals, Business Strategy, Venture Capital, Cross-functional Team..., Acquisitions, Biotechnology, Finance, Start-ups, Pharmaceutical Industry, Executive Management, P&L Management, Strategic Negotiations, Strategic Leadership

Education
Yale University - Yale School of Management   1998 — 2000
MBA, Strategy & Finance

Amherst College   1989 — 1993
BA, Classics

The Intercollegiate Center for Classical Studies in Rome   1992 — 1992
Semester Abroad, Classics

The Hill School   1985 — 1989
High School

David Matchett David Matchett Toronto, Canada Area Details
David Matchett's BMO Nesbitt Burns Experience August 1997 - March 2007
Job Vice President, Training & Practice Management at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  October 2014 - Present
RBC Wealth Management  March 2007 - Present
BMO Nesbitt Burns   August 1997 - March 2007
T.E. Wealth   December 1991 - August 1997
T.E. Wealth   February 1988 - December 1991

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

Education
Concordia University   1982 — 1985
BComm, Commerce, Business Systems

Prabhjit Boparai Prabhjit Boparai Vancouver, Canada Area Details
Prabhjit Boparai's BMO Nesbitt Burns Experience 2006 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   2006 - Present
Bank of Montreal  September 2002 - October 2006

Skills
ETFs, Fixed Income, Segregated Funds, Wealth Management, Portfolio Management, Asset Management, Equities, Mutual Funds, Strategic Financial..., Investment Strategies, Retirement Planning, Investments, Investment Advisory, Financial Services, Financial Advisory, Financial Planning, Finance

Education
British Columbia Institute of Technology   2003 — 2005
Financial Management

University of Calcutta   1993 — 1996
BSC, Physics

Renée Graf Renée Graf Toronto, Canada Area Details
Renée Graf's BMO Nesbitt Burns Experience May 2015 - Present
Job Practice Management Consultant Eastern Canada at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   May 2015 - Present
Advisor Insight   June 2013 - Present
Scotiabank  September 2011 - June 2013
ScotiaMcLeod  May 2010 - August 2011
TD Waterhouse, Private Client Services  January 2009 - December 2009
TD Waterhouse, Practice Management   August 2006 - December 2008
High Park Choirs of Toronto   2006 - 2007
TD Bank Financial Group  February 2005 - August 2006
Ministry of the Environment  January 2004 - February 2005
Ministry of Health and Long-Term Care  June 2001 - August 2003

Skills
Sales Management, Management Consulting, Management, Sales, Strategy, Relationship Management, New Business Development, Investments, Marketing, Training, Business Strategy, Change Management, Program Management, Business Analysis, Financial Services, Public Relations, Banking

Education
York University - Schulich School of Business   2001 — 2004
MBA, International Business Strategy, Marketing

Pontificia Universidad Católica de Chile   2003 — 2003
MBA

The University of British Columbia   1991 — 1992
Bachelor of Education, French - Intermediate & Secondary

Carleton University   1988 — 1990
Bachelor of Arts (Hons), French Literature & English

Laurentian University - Huntington University   1986 — 1988

Nahum Chiu Nahum Chiu Greater New York City Area Details
Nahum Chiu's BMO Nesbitt Burns Experience December 1998 - March 2000
Job Client Services Manager at The Calhoun School
Industry Information Technology and Services
Experience
The Calhoun School  May 2010 - Present
MerrittOne Technologies   August 2008 - Present
JPMorgan Chase  May 2008 - October 2008
Bear Stearns  March 2000 - June 2008
BMO Nesbitt Burns   December 1998 - March 2000
Kramer Levin Naftalis & Frankel LLP  April 1994 - December 1998

Skills
Windows, VPN, Network Administration, Vendor Management, Project Management, Outlook, Troubleshooting, Disaster Recovery, ITIL, Asset Managment, Process Improvement, Microsoft Office, Networking, Software Documentation, Business Analysis, Technical Support, Microsoft Exchange, IT Management, Virtualization, Windows Server, Cloud Computing, Infrastructure, VoIP

Education
Baruch College, City University of New York (CUNY)   1988 — 1993
BBA

Khaled Tawfik Khaled Tawfik Toronto, Canada Area Details
Khaled Tawfik's BMO Nesbitt Burns Experience 1996 - 2000
Job Sr. Business/Management Consultant
Industry Management Consulting
Experience
BMO wealth management services - Canada   March 2014 - March 2015
Equity Financial Trust Company  March 2013 - March 2014
Bank of Montreal  August 2011 - January 2013
ictQATAR   November 2006 - July 2011
RBC Investments  January 2005 - October 2006
Nestlé S.A.   April 2003 - January 2005
IIROC (Investment Industry Regulatory Organization of Canada)   December 2002 - April 2003
Accenture  January 2000 - December 2002
BMO Nesbitt Burns   1996 - 2000
Ritsec   1991 - 1996

Skills
Microsoft Office, Business Analysis, Microsoft Excel, Change Management, Project Management, Program Management, Strategic Planning, Management Consulting, Business Strategy, Marketing Strategy, Vendor Management, Strategy, Cross-functional Team..., Management, Project Planning, Leadership, PMP, Negotiation, PMO, Project Delivery, Agile Methodologies, Budgets, Integration, Risk Management, Marketing, Process Improvement, Stakeholder Management, Telecommunications, CRM, ERP, Entrepreneurship, Business Planning, Competitive Analysis, Team Leadership, Business Development, Training

Education
Maastricht School of Management   1995 — 1996
MBA, Information Technology / International Business

Cairo University   1986 — 1991
B.Sc., Engineering

John S. MacBeth John S. MacBeth Toronto, Canada Area Details
John S. MacBeth's BMO Nesbitt Burns Experience 1992 - 1998
Job Senior Investment Advison at All Group Financial
Industry Financial Services
Experience
All Group Financial   August 2012 - Present
Hampton Securities  May 2002 - August 2012
CIBC Wood Gundy  1998 - 2002
BMO Nesbitt Burns   1992 - 1998
Dominion Securities   1986 - 1992
Euro Canadian Securities   1985 - 1986
Monsanto  September 1981 - February 1985
Datacrown   February 1980 - September 1981
Massey-Ferguson  September 1973 - December 1979
Massey Ferguson France   1976 - 1978

Skills
Wealth Management, Retirement Planning, Capital Markets, Corporate Finance, Securities, Investor Relations, Investments, ETFs, Equities, Mutual Funds, Options, Corporate Governance, Private Placements, Due Diligence, Investment Advisory, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Private Equity, Fixed Income, Investment Banking, Trading, Venture Capital, Financial Services, Financial Markets, Investment Management, Strategic Financial..., Investment Strategies, Derivatives, Mergers & Acquisitions, Valuation, Equity Research, Bonds, Financial Advisory, Emerging Markets, IPO, Finance, Risk Management, Funding

Education
Columbia University - Columbia Business School   1970 — 1972
Master of Business Administration, marketing & international business

Dalhousie University   1969 — 1970
law

University of Toronto - University College   1965 — 1969
B.A, psychology, geology, astronomy

Richview Collegiate   1960 — 1965

Priya Tailor Priya Tailor Vancouver, Canada Area Details
Priya Tailor's BMO Nesbitt Burns Experience May 2011 - January 2015
Job Operations Coordinator at Facet Advisors Wealth Strategies Inc.
Industry Financial Services
Experience
Facet Advisors Wealth Strategies Inc.   February 2015 - Present
BMO Nesbitt Burns   May 2011 - January 2015
Daystar Financial Group Inc.   May 2009 - April 2011

Skills
Strategic Financial..., Marketing, Financial Analysis, Finance, Insurance, Investments, Management, Microsoft Excel, Estate Planning, Financial Services, Wealth Management, Financial Advisory, Retirement Planning, Disability Insurance, Retirement, Financial Planning, Small Business, Life Insurance

Education
Kwantlen Polytechnic University   1998 — 1999

British Columbia Institute of Technology / BCIT

Disha Malhotra Disha Malhotra Toronto, Canada Area Details
Disha Malhotra's BMO Nesbitt Burns Experience January 2015 - April 2015
Job Dispute Resolution Team Leader at NATIONAL CREDIT RECOVERY INC
Industry Management Consulting
Experience
NATIONAL CREDIT RECOVERY INC   July 2015 - Present
NATIONAL CREDIT RECOVERY INC   May 2015 - July 2015
BMO Nesbitt Burns   January 2015 - April 2015
HK Accounting and Income Tax Services   June 2014 - August 2014
Vency enterprise   January 2012 - July 2013
Hemal Parikh & Co.   June 2010 - December 2011

Skills
Accounting, Financial Analysis, Financial Accounting, Leadership, Finance, Public Speaking, Management, Microsoft Office, Microsoft Word, Data Analysis, Business Analysis, Access, Analysis, Teamwork, Microsoft Excel, Time Management, PowerPoint, Customer Service, Research, Project Management

Education
Humber College   2013 — 2015
Global Business Management, Business, Management, Marketing, and Related Support Services

ACCA   2012 — 2014
Association of Chartered Certified Accountant, Accounting and Finance

Ahmedabad University   2010 — 2013
Bachelor of Commerce (BCom), Accounting

Delhi Public School Ahmedabad   1996 — 2010
High School, Commerce

Floyd Arena Floyd Arena Greater Atlanta Area Details
Floyd Arena's BMO Nesbitt Burns Experience 2005 - 2006
Job Real Time IT Services
Industry Information Services
Experience
Real Time Services   September 2011 - Present
Access Insurance Company  April 2010 - June 2011
AutoTrader.com  April 2007 - April 2010
RealTime IT Services   2009 - 2010
Autotrader.com / Cox Communication   2007 - 2010
Autotrader.com  June 2007 - July 2008
BMO Nesbitt Burns   2005 - 2006
Sumitomo Bank  2002 - 2005
Sesame Street  2003 - 2004
Estee Lauder  1996 - 2000

Skills
Change Management, Vendor Management, Process Improvement, Process Engineering, Team Building, Customer Relations, Business Analysis, Problem Solving, Budgeting, Operations Management, Vendor Relations, Strategic Planning, Call Center, Customer Service, Mentoring, Documentation, ITIL, Team Leadership, Word, Microsoft Office, PowerPoint, IT Management, Business Process..., Cross-functional Team..., IT Strategy, Disaster Recovery, Coaching, Software Documentation, Technical Support, Integration, Project Management, Business Intelligence, System Administration, Data Center, Troubleshooting, Call Centers, CRM, Program Management, Information Technology, Management, SDLC, Budgets, Enterprise Architecture, Infrastructure, Risk Management, Visio, Salesforce.com, Analysis, SharePoint, Business Process

Education
City University of New York-John Jay College of Criminal Justice   1976 — 1978
Certificate, IT Management and Law

Erasmus Hall High School   1968 — 1970
High School Diploma, Business

Samantha Freeman-Attwood Samantha Freeman-Attwood Toronto, Canada Area Details
Samantha Freeman-Attwood's BMO Nesbitt Burns Experience August 2005 - December 2006
Job Associate Registrar, St. Michael's College
Industry Education Management
Experience
St. Michael's College   July 2015 - Present
Rotman Commerce, University of Toronto   January 2011 - June 2015
University of Toronto  October 2008 - December 2010
University of Toronto  February 2007 - September 2008
MAVERICK PR  January 2006 - January 2007
BMO Nesbitt Burns   August 2005 - December 2006

Skills
Research, Leadership, Recruiting, Event Management, Higher Education, Time Management, Student Recruiting, Public Speaking, Event Planning, Student Affairs, Staff Development, Nonprofits, Community Outreach, Fundraising, Marketing Strategy, Teaching, Microsoft Office

Education
Centennial College   2004 — 2005
Corporate Communications Certificate, Business/Corporate Communications

University of Toronto   2000 — 2004
Bachelor of Arts (B.A.), Anthropology

Jeannie Collins-Ardern, ICD.D, CFA, FRM, MA Jeannie Collins-Ardern, ICD.D, CFA, FRM, MA Toronto, Canada Area Details
Jeannie Collins-Ardern, ICD.D, CFA, FRM, MA's BMO Nesbitt Burns Experience October 1995 - April 1997
Job Independent Board Director at CNIB
Industry Financial Services
Experience
Institute of Corporate Directors  August 2015 - Present
Canadian Internet Registration Authority  April 2015 - Present
CNIB  June 2013 - Present
Mississauga-Halton LHIN   December 2012 - Present
Links2Care  February 2005 - Present
CFA Institute  July 2010 - June 2012
MFC Global Investment Management  April 1997 - July 2010
BMO Nesbitt Burns   October 1995 - April 1997
Bank of Canada  June 1985 - October 1995
Crown Life Insurance  February 1979 - May 1985

Skills
Risk Management, Governance, Corporate Governance, Strategic Financial..., Strategic Planning, Capital Markets, Financial Markets, Financial Institutions, Investment Strategies, Asset Managment, Portfolio Management, Fixed Income, Trading, Securities, Financial Analysis, Change Management, Financial Modeling, Coaching, Business Ethics, Economics, Investments, Problem Solving, Mentoring, Risk Assessment, Training, Project Management, Financial Risk, Derivatives, Bloomberg, Equities, Equity Valuation, Investment Advisory, Financial Risk..., Project Planning, Collateral Management, Macroeconomics, Wealth Management, Hedge Funds, Alternative Investments, Testing, Liquidity Management, Best Execution, Supervising, Compliance, Money Market, Economic Modeling, International Economics, Financial Statement..., Global Tactical Asset..., Financial Economics

Education
University of Toronto - Rotman School of Management   2014 — 2015
Directors Education Program

University of Toronto - Rotman School of Management   2012 — 2012
Governance Essentials for Directors of Not-For-Private Organizations

University of Toronto   1983 — 1984
M.A., Economics - Monetary Theory & Finance

Brock University   1973 — 1977
honours B.A., Economics, Math

Joe Montuoro Joe Montuoro Ottawa, Canada Area Details
Joe Montuoro's BMO Nesbitt Burns Experience September 1997 - Present
Job Vice President, Wealth Advisor BMO Nesbitt Burns: Trust , Integrity and Service
Industry Financial Services
Experience
BMO Nesbitt Burns   September 1997 - Present

Education
Carleton University   1981 — 1984
B.A. Economics, Economics

Edmund Chien Edmund Chien Toronto, Canada Area Details
Edmund Chien's BMO Nesbitt Burns Experience 2012 - 2012
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  March 2014 - Present
Edmund Chien Sales and Business Development Consulting   July 2012 - March 2014
Private equity firm (IIROC Licensed)   March 2004 - February 2012
BMO Nesbitt Burns   2012 - 2012
Canadian Forces - Queen's Own Rifles of Canada   January 1995 - January 2005
Private equity firm (EMD)   November 2002 - March 2004
Canadian Forces  February 2001 - October 2002

Skills
Leadership, Training, Team Leadership, Coaching, New Business Development, Sales, Business Planning, Public Speaking, Wealth Management, Marketing Strategy, Estate Planning, Instructor, Finance, Portfolio Management, Risk Management, Investments, CRM, Insurance, Small Business, Money Management, Client Counseling, Financial Planners, Program Management, Project Planning, Strategy, Financial Services, Entrepreneurship, High-net-worth..., Insurance Planning, Army

Education
LLQP
Provincial life insurance licensing qualification exam.

CSI

Ryerson University   1995 — 1998
Bachelor of Fine Arts (BFA), Technical Production (Theatre)

Centennial College   1999 — 2001
New Media Design, Web Page, Digital/Multimedia, and Information Resources Design

Albert Campbell   1990 — 1995
OSSD

Maggie Greco, CIM Maggie Greco, CIM Montreal, Canada Area Details
Maggie Greco, CIM's BMO Nesbitt Burns Experience 2000 - 2002
Job Directeur Principal, Relations d'affaires (mid market)
Industry Banking
Experience
Banque Scotia  April 2007 - Present
HSBC Canada  August 2010 - February 2011
CIBC  November 2002 - March 2007
BMO Nesbitt Burns   2000 - 2002
Canada Trust  1998 - 2000

Education
Concordia University

Chris Cooksey Chris Cooksey Toronto, Canada Area Details
Chris Cooksey's BMO Nesbitt Burns Experience 1998 - 2000
Job Corporate Communications at Raymond James
Industry Financial Services
Experience
Raymond James Ltd.  March 2015 - Present
Fidelity Investments Canada  March 2011 - March 2015
RBC Asset Management  July 2005 - March 2011
CIBC  September 2004 - July 2005
Ariad Custom Communications  2004 - 2004
Canada Life  2000 - 2003
BMO Nesbitt Burns   1998 - 2000
Bank of Montreal  1996 - 1998

Skills
Internal Communications, Wealth Management, Mutual Funds, Strategic Communications, Financial Services, Asset Managment, Investments, Marketing Communications, Alternative Investments, Analysis, Asset Allocation, Asset Management, Banking

Education
Carleton University   1992 — 1996
BA, English

Gerri Sonkin, PFP Gerri Sonkin, PFP Toronto, Canada Area Details
Gerri Sonkin, PFP's BMO Nesbitt Burns Experience October 2008 - October 2009
Job Investment Advisor & Financial Planner
Industry Investment Management
Experience
RBC Dominion Securities  March 2013 - Present
RBC Wealth Management  October 2009 - February 2013
BMO Nesbitt Burns   October 2008 - October 2009
State Street  July 2007 - October 2008
State Street  April 2006 - July 2007
Bar-Ilan University  2001 - 2004

Skills
Strategic Financial..., Asset Allocation, Mutual Funds, Financial Analysis, Finance, Wealth Management, Investment Strategies, Business Strategy, Asset Managment, Wealth, Investment Advisory, Retirement, Wealth Management..., Retirement Planning, Fixed Income, Risk Management, Equities, Investment Management, Financial Advisory, Relationship Management, ETFs, High Net Worth..., Bonds, TFSA, RSP, RIF, Tax-advantaged..., Stocks, Insurance, Securities, Estate Planning, Investments, Portfolio Management, Financial Services, Banking, Financial Planning, Asset Management

Education
Canadian Securities Institute   2012 — 2013
Applied Financial Planning (AFP)

Canadian Securities Institute   2013 — 2013
Wealth Management Essentials (WME)

Canadian Securities Institute   2010 — 2010
Financial Planning II

Canadian Securities Institute   2010 — 2010
Financial Planning I

Canadian Securities Institute   2010 — 2010
Personal Financial Services Advice

Canadian Securities Institute   2008 — 2008
Conduct and Practices HandBook

Canadian Securities Institute   2008 — 2008
Canadian Securities Course

Bar-Ilan University   2001 — 2004
BA, Majored in Economics and minored in Mathematics

Chris Erlindson, FCSI, CIM Chris Erlindson, FCSI, CIM Toronto, Canada Area Details
Chris Erlindson, FCSI, CIM's BMO Nesbitt Burns Experience September 2010 - March 2012
Job Business Development Manager at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets  April 2012 - Present
BMO Nesbitt Burns   September 2010 - March 2012
TD Waterhouse  September 2004 - September 2010
TD Waterhouse  September 2002 - September 2004
CIBC  September 2001 - September 2002
CIBC Wood Gundy  September 1998 - September 2001

Education
Carleton University   1992 — 1997
Bachelor’s Degree

François Dufour François Dufour Montreal, Canada Area Details
François Dufour's BMO Nesbitt Burns Experience 2008 - 2010
Job WEALTH MANAGEMENT |BUSINESS CONSULTANT |HIGHIMPACT WEALTH SOLUTIONS | FORWARDTHINKER
Industry Investment Management
Experience
Sun Life Financial  2013 - Present
O'Leary Funds  2011 - 2013
Manulife Securities  2010 - 2011
BMO Nesbitt Burns   2008 - 2010

Skills
Wholesale, Wealth Management, Mutual Funds, Management Consulting, Inside Sales, Start-ups, Business Analysis, Finance, Investments, Portfolio Management, Financial Planning, Financial Analysis, Leveraging Strategic..., Asset Management, Investment Strategies, Retirement Planning, CRM, Strategy, Management, Financial Training, Business Networking, Mutual Fund Wholesale, Risk Management, Business Strategy, Strategic Partnerships, Revenue Enhancement, Asset Protection, Entrepreneurship, Client Acquisition &..., Portfolio Optimization, Salesforce.com, Univeris, Financial Modeling

Education
France Business School   2006 — 2007
M.Sc.

Université de Sherbrooke
Master of Business Administration (MBA), International Management

Bishop's University
Bachelor of Arts (B.A.), Economics

Christina Parent Christina Parent Ottawa, Canada Area Details
Christina Parent's BMO Nesbitt Burns Experience May 2011 - August 2012
Job Communications Officer at Office of the Prime Minister of Canada
Industry Political Organization
Experience
Office of the Prime Minister of Canada  August 2013 - Present
Office of the Prime Minister of Canada  August 2012 - July 2013
BMO Nesbitt Burns   May 2011 - August 2012
United Way/Centraide Ottawa  February 2012 - February 2012
N/A  October 2011 - November 2011
Bavero Beach Tanning   June 2010 - December 2010

Skills
Strategic Communications, Corporate Communications, Internal Communications, Crisis Communications, Marketing Communications, Communications Planning, Creative Writing, Report Writing, Writing Skills, Advertising, Public Relations, Organizational..., Organizational..., Team Oriented, Hard Worker, Integrity, Social Media, Media Relations, Image Analysis, Persuasive Writing, Persuasive Communication, Highly Adaptable, Political Communication, Politics, Policy, French, Leadership

Education
Carleton University   2007 — 2011
B.A Honours, Communications

Sacred Heart High School   2003 — 2007
Highschool

Christopher D. Keeley, CFA Christopher D. Keeley, CFA Toronto, Canada Area Details
Christopher D. Keeley, CFA's BMO Nesbitt Burns Experience January 1996 - July 2013
Job President & Chief Investment Officer
Industry Financial Services
Experience
Inukshuk Capital Management Inc.   July 2013 - Present
BMO Nesbitt Burns   January 1996 - July 2013

Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Equities, Asset Management, Alternative Investments, Investment Advisory, Securities, Fixed Income, Retirement Planning, Capital Markets, Equity Research, Trading, Management, Financial Planning, First Time Home Buyers, Residential Homes, Strategic Financial..., Real Estate, Asset Managment, Sellers, Asset Allocation, Finance, Financial Services, Bonds, Hedge Funds, Trend Following

Education
Concordia University
Economics

Ali Alidina, BCom, MSCIS, ISP Ali Alidina, BCom, MSCIS, ISP Edmonton, Canada Area Details
Ali Alidina, BCom, MSCIS, ISP's BMO Nesbitt Burns Experience May 2004 - August 2007
Job Information & Technology Manager
Industry Information Technology and Services
Experience
Canadian Patient Safety Institute  August 2007 - Present
BMO Nesbitt Burns   May 2004 - August 2007
Diamond Municipal Solutions  May 2003 - February 2004
SchoolNet Uganda   June 2002 - December 2002
Upside Software  2001 - 2002
CompuSmart  1996 - 1997

Skills
IT Strategy, Strategic Planning, Budgeting, Business Process..., Disaster Recovery, Virtualization, Vendor Management, Contract Management, Contract Negotiation, Information Management, Business Analysis, Software Development, Web Project Management, SharePoint, Change Management, Information Technology, Management, Project Management, Budgets, Consulting, Team Leadership, Leadership, Microsoft SQL Server

Education
ITIL   2012 — 2012
ITIL Foundations Certificate

Boston University   2007 — 2010
MSCIS

Northern Alberta Institute of Technology   2005 — 2006
DBA Certificate

Information Technology Institute   2000 — 2001
AIT

University of Alberta   1996 — 2000
BCom

Deanna Lawrence Deanna Lawrence Vancouver, Canada Area Details
Deanna Lawrence's BMO Nesbitt Burns Experience May 2014 - August 2014
Job Client Relations Manager at VantageWire
Industry Capital Markets
Experience
BMO Nesbitt Burns   May 2014 - August 2014
Financial Press   February 2013 - May 2014
VantageWire   November 2012 - May 2014
Dela Cruz Public Relations   August 2012 - November 2012

Skills
Prime Brokerage, Customer Retention, Business Development, Sales Process, Leadership, Investor Relations, Social Media Marketing, Microsoft Excel, Strategic Communications, Public Relations, Business Planning, Event Planning, Strategic Partnerships, Business Strategy, Marketing, Investments, Marketing Communications, Salesforce.com, Marketing Strategy

Education
British Columbia Institute of Technology   2010 — 2012
Marketing Management- Public Relations

Jordan Sztern Jordan Sztern Montreal, Canada Area Details
Jordan Sztern's BMO Nesbitt Burns Experience September 2004 - September 2005
Job Experienced Headhunter specialized within the Banking & Financial services, IT, & Accounting & Finance industry
Industry Staffing and Recruiting
Experience
Sztern Recruitment   October 2012 - Present
Michael Page  April 2008 - July 2012
RSM Richter  October 2005 - April 2008
BMO Nesbitt Burns   September 2004 - September 2005
CMC Markets  May 2003 - August 2004

Skills
Recruiting, Financial Services, Executive Search, Investment Banking, Portfolio Management, Permanent Placement, Financial Risk, Negotiation, Temporary Placement, Capital Markets, Trading, Private Equity, Banking, Back Office, Talent Acquisition, Auditing, Finance, Executive Management, Middle Office, Candidate Generation, Equity Research, Leadership, Audit, Front Office, Coaching, Risk, Due Diligence, Corporate Finance, OCRCVM, IIROC, Fixed Income, Enterprise Risk..., Financial Advisory, Management Consulting, Financial Analysis, Investments, FX Options, Sales, Mutual Funds, Valuation, Risk Management, Credit Risk, Operational Risk, Market Risk, Derivatives, Financial Modeling, Asset Management, Equities, Mergers & Acquisitions, Financial Markets

Education
Barry University - Dwayne O. Andreas School of Law   2001 — 2003
Bachelors, Business Management

Long Island University, Southampton Campus   1999 — 2001
Business Management

St. Thomas More Prep School   1997 — 1999

Bialik   1992 — 1997

Karen Gowdy - Team of Leaders. Karen Gowdy - Team of Leaders. Ottawa, Canada Area Details
Karen Gowdy - Team of Leaders.'s BMO Nesbitt Burns Experience April 2006 - Present
Job Estate & Insurance Advisor Associate at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   April 2006 - Present

Education
Algonquin College of Applied Arts and Technology   1984 — 1988
Bachelor of Business Administration (BBA), Accounting and Finance

Aman Bhalla, PMP Aman Bhalla, PMP Toronto, Canada Area Details
Aman Bhalla, PMP's BMO Nesbitt Burns Experience November 2005 - January 2007
Job at
Industry Financial Services
Experience
Scotiabank Global Banking and Markets  June 2015 - Present
John Hancock Financial Services  June 2014 - Present
Travelers  November 2013 - May 2014
CIBC  June 2013 - October 2013
Manulife Financial - Treasury Department   August 2012 - May 2013
BMO Financial Group  December 2010 - August 2012
Bank of Montreal  January 2008 - December 2010
BMO Financial Group  January 2007 - February 2008
BMO Nesbitt Burns   November 2005 - January 2007
TD Insurance  August 2005 - November 2005

Skills
Business Analysis, Business Process, Requirements Gathering, Business Requirements, Business Process..., User Acceptance Testing, Requirements Analysis, Project Management, Management, Banking, Team Leadership, SDLC, Strong verbal and..., Analytical and..., Documentation, Test Planning, Visio, Problem Solving, Mutual Funds, Microsoft Excel, Software Documentation, Risk Management, Team player, Administration, Financial Analysis, Equities, Portfolio Management, Investments, Testing, Project Planning, SQL, Customer Relations, Access, Securities, PowerPoint, Word, Financial Planning, Retail Banking, Microsoft Office, MS Project, Fixed Income, Risk, Outlook, XML, Six Sigma, Lotus Notes, Business Intelligence, Quality Assurance, Teaching, Salesforce.com

Education
RYERSON UNIVERSITY May 2008   2008 — 2008

Brock University   2000 — 2005
Economics (Honors), Computer Science and Business

John-David Lees John-David Lees Ottawa, Canada Area Details
John-David Lees's BMO Nesbitt Burns Experience February 2008 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   February 2008 - Present
MD Management Ltd  September 2005 - February 2008

Skills
Retirement Planning, Investments, Estate Planning, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management, Finance, Financial Planning, Financial Advisory, Financial Planners, Asset Management, Strategic Financial..., Life Insurance, ETFs, Critical Illness, Wealth Management..., Financial Services, Financial Advice, Securities, Disability Insurance, Bonds, Retirement, Asset Allocation, Asset Managment, Wealth, Wealth Accumulation, High Net Worth..., Personal Finance, Pensions, Equities, Insurance

Education
Algonquin College of Applied Arts and Technology   2001 — 2005
Advanced Business Administration, Finance

University of Ottawa / Université d'Ottawa   1999 — 2001
Economics

RPPS, Lisgar

Victor Korneev Victor Korneev Toronto, Canada Area Details
Victor Korneev's BMO Nesbitt Burns Experience December 2007 - December 2012
Job
Industry Banking
Experience
Workplace Safety & Prevention Services  October 2013 - Present
iCraft.ca   2007 - Present
Region of Peel  May 2013 - September 2013
The Regional Municipality of York  April 2013 - May 2013
BMO Nesbitt Burns   December 2007 - December 2012
Legal Aid Ontario  April 2006 - December 2007
AXIS Database Marketing Group  November 2001 - April 2006

Skills
Social Media, Analytics, Online Advertising, Business Case, Digital Marketing, SEM, Project Management, Gap Analysis, Business Analysis, Email Marketing, Business Process..., Requirements Gathering, Web Analytics, Visio, Content Management, Marketing, HTML, Strategic Planning, SEO, Marketing Strategy, Digital Strategy, Web Development, Google Analytics, E-commerce, Social Media Marketing, Flash, CSS, Dreamweaver, Website Development, JavaScript, Online Marketing, Web Design, Requirements Analysis

Education
Ryerson University   2007 — 2008
Marketing Management

Canadore College   1999 — 2000
Certificate, Interactive Multimedia

Rostov Finance Economical College   1995 — 1998
Diploma, Financial Analyst

Marco Gartenhaus Marco Gartenhaus Montreal, Canada Area Details
Marco Gartenhaus's BMO Nesbitt Burns Experience January 2008 - August 2008
Job Analyst Mergers and Acquisitions at Aimia Inc
Industry Financial Services
Experience
Aimia Inc  July 2013 - July 2014
CAE  February 2012 - July 2013
The CSL Group Inc.  May 2011 - September 2011
KPMG Advisory  May 2010 - August 2010
BMO Nesbitt Burns   January 2008 - August 2008

Skills
DCF, Venture Capital, Financial Markets, Strategy, Market Analysis, Business Strategy, Finance, Management, Leadership

Education
Université de Montréal - HEC Montréal   2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance

City University of Hong Kong
Bachelor of Business Administration (B.B.A.), Finance

Anand Srivastav Anand Srivastav Toronto, Canada Area Details
Anand Srivastav's BMO Nesbitt Burns Experience November 2008 - March 2010
Job Quality Control at BMO wealth management services Canada
Industry Financial Services
Experience
BMO wealth management services - Canada   April 2014 - Present
BMO Financial Group  April 2010 - March 2014
BMO Nesbitt Burns   November 2008 - March 2010
ap Valuations Limited   June 2008 - October 2008

Skills
Investments, Customer Relations, Administration, Financial Analysis, Trading, Financial Reporting, System Administration, Customer Service, Equities, Finance, Mutual Funds, Securities, Fixed Income, Accounting, Portfolio Management, Financial Markets, Risk Management

Education
University of Toronto   2011 — 2011
Financial Accounting, Finance and Financial Management Services

Chaudhary Charan Singh University   1998 — 2001
BBA, Finance

Brodie Dunlop Brodie Dunlop Vancouver, Canada Area Details
Brodie Dunlop's BMO Nesbitt Burns Experience April 2007 - December 2008
Job Institutional Sales at PI Financial Corp.
Industry Investment Banking
Experience
PI Financial Corp.  March 2009 - Present
BMO Nesbitt Burns   April 2007 - December 2008

Skills
Equities

Education
Concordia University
History

The University of British Columbia
Accounting/Finance

Derek King, B.A., F.C.S.I., CFP, CIM Derek King, B.A., F.C.S.I., CFP, CIM Ottawa, Canada Area Details
Derek King, B.A., F.C.S.I., CFP, CIM's BMO Nesbitt Burns Experience October 2000 - Present
Job BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   October 2000 - Present

Skills
Estate Planning, Strategic Financial..., Asset Managment, Wealth, Investment Advisory, Retirement Planning, Financial Planners, Wealth Management, High Net Worth..., Retirement Savings, Investment Strategies, Investments, Financial Analysis, Retirement, Tax, Small Business, Finance, Asset Management, Portfolio Management, Securities, Wealth Management..., Equities, Asset Allocation, Mutual Funds, Bonds, Financial Advisory, Trusts, Mortgage Lending, Alternative Investments, Financial Services, Insurance, Fixed Income, Financial Planning, Estate Tax Planning

Education
Carleton University   1981 — 1985
BA, Economics

The Canadian Institute of Financial Planning
Chartered Financial Planner

The Canadian Securities Institute
Certified Investment Manager

The Canadian Securities Institute
Fellow of the Canadian Securities Institute

The Financial Planners Standards Council of Canada
Certified Financial Planner

Duncan Welstead Duncan Welstead San Francisco Bay Area Details
Duncan Welstead's BMO Nesbitt Burns Experience 2000 - 2002
Job Finance Lead Google Life Sciences
Industry Online Media
Experience
Google  August 2014 - Present
Google  January 2011 - August 2014
UBS Asset Management  June 2009 - May 2010
Halyard Capital  June 2007 - July 2008
WMI, Inc. (Halyard Portfolio Company)   October 2006 - May 2007
ypOne Publishing (Halyard Portfolio Company)   2005 - 2006
Halyard Capital  2002 - 2005
BMO Nesbitt Burns   2000 - 2002

Skills
Digital Media, Traditional Media, Private Equity, Corporate Finance, M&A experience

Education
Columbia University - Columbia Business School   2008 — 2010
MBA

Brown University   1996 — 2000
Bachelor of Science (B.Sc.)

Harrison High School

Harrison High School

Carlo Gagliardi Carlo Gagliardi Montreal, Canada Area Details
Carlo Gagliardi's BMO Nesbitt Burns Experience May 2007 - Present
Job Investment Advisor / Financial Planner BMO Nesbitt Burns: Helping Successful Individuals Achieve Their Financial Goals
Industry Investment Management
Experience
BMO Nesbitt Burns   May 2007 - Present
Bank of Montreal  July 2002 - May 2007

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Investments, Securities, Finance, Equities, Investment Advisory, Asset Allocation, Investment Management, Fixed Income, Asset Management, Alternative Investments

Education
Concordia University   1992 — 1995
B.Comm

Lester B pearson   1987 — 1989
high school

Cameron Davies Cameron Davies Toronto, Canada Area Details
Cameron Davies's BMO Nesbitt Burns Experience May 2009 - August 2009
Job Sales/Relationship Coordinator at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  April 2015 - Present
MFS Investment Management  June 2013 - March 2015
BMO  March 2012 - September 2012
Newedge Canada   May 2011 - August 2011
BMO Financial Group  May 2010 - December 2010
BMO Nesbitt Burns   May 2009 - August 2009
ScotiaMcLeod  May 2008 - August 2008

Skills
Microsoft Excel, Teamwork, Investments, Mutual Funds, Microsoft Office, English, Marketing, Market Research, Financial Analysis, Business Strategy, Portfolio Management, Marketing Strategy, Marketing Communications, Social Media Marketing, Project Planning, Public Relations, Entrepreneurship, Advertising, Strategic Planning

Education
Carleton University   2007 — 2011
BComm, International Business, Economics, Co-operative Education

NTCI   2003 — 2007

Darren Chu Darren Chu Toronto, Canada Area Details
Darren Chu's BMO Nesbitt Burns Experience May 2011 - July 2011
Job Process Engineering EIT at Suncor Energy
Industry Oil & Energy
Experience
Suncor Energy  September 2014 - Present
Suncor Energy  May 2013 - September 2013
Scientists and Engineers for a Better Society - Student Group   May 2012 - May 2013
Suncor Energy  May 2012 - September 2012
BMO Nesbitt Burns   May 2011 - July 2011
Crestwood Valley Day Camp  July 2010 - August 2010
Literacy Program: Crescent School   July 2009 - July 2009

Skills
Leadership, Microsoft Office, PowerPoint, Research, Public Speaking, Microsoft Word, Data Analysis, Social Media, Matlab, Analysis, Teamwork

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2010 — 2014
Bachelor of Science (B.S.), Chemical Engineering

Crescent School, Toronto   2000 — 2010
High school diploma

Ed Gougeon Ed Gougeon Ottawa, Canada Area Details
Ed Gougeon's BMO Nesbitt Burns Experience 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
BMO Nesbitt Burns   2000 - Present
Northern Securities  2005 - 2008
Merrill Lynch  1998 - 2000

Skills
Succession Planning, Retirement Planning, Financial Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Retirement, Wealth, Investment Strategies, Asset Management, Portfolio Management, Bonds, Stocks, Alternative Investments, Savings, Financial Markets, Risk Management, Asset Allocation, Estate Planning, Wealth Accumulation, Equities, Financial Advice, Financial Advisory, High Net Worth..., Strategic Financial..., Customer Engagement, Wealth Management...

Education
Algonquin College of Applied Arts and Technology   2004 — 2006

Lisgar Collegiate Institute

Claudine LaRochelle-Reischl Claudine LaRochelle-Reischl Toronto, Canada Area Details
Claudine LaRochelle-Reischl's BMO Nesbitt Burns Experience November 1995 - March 1999
Job District Manager at Arbonne International LLC
Industry Health, Wellness and Fitness
Experience
Arbonne International LLC  March 2015 - Present
Arbonne International LLC  March 2014 - Present
NRG Fitness   August 2011 - Present
Le Refuge Yoga   October 2010 - Present
Rotary Club of Mississauga Meadowvale   2013 - 2015
Rotary Club of Mississauga Meadowvale   2013 - 2015
BMO Financial Group  March 1999 - September 2010
BMO Nesbitt Burns   November 1995 - March 1999

Skills
Yoga, Healthcare, Wellness, Coaching, Public Speaking, Small Business, Writing, Customer Relations, Entrepreneur, Customer Service, Fitness, Project Management, Training, Entrepreneurship, Marketing, Change Management, Program Management, Stress Management, Nonprofits, Holistic Health, Time Management, Teaching, Marketing Strategy, Leadership, Leadership Development, Personal Development

Education
Athabasca University   2002 — 2008
Bachelor, Psychology

McGill University   1994 — 1998
Bachelor, Commerce & Languages

Ophelia Gravehurst Ophelia Gravehurst Toronto, Canada Area Details
Ophelia Gravehurst's BMO Nesbitt Burns Experience April 2002 - December 2003
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
Scotia McLeod  March 2005 - Present
ScotiaMcLeod  January 2004 - April 2005
BMO Nesbitt Burns   April 2002 - December 2003

Education
York University   2000 — 2001
MA, Critical, Historical & Theoretical Studies in Film

Columbia University in the City of New York   1996 — 2000
BA, Film Studies

Gail Esh Gail Esh San Francisco Bay Area Details
Gail Esh's BMO Nesbitt Burns Experience February 2002 - May 2003
Job Licensed Acupuncturist at Chinese Medicine Works
Industry Alternative Medicine
Experience
Chinese Medicine Works   June 2015 - Present
Zaccai Management Consulting LLC   October 2011 - Present
Robert Half Management Resources  September 2009 - October 2011
Environmental Risk Communications Inc.   May 2006 - April 2010
Hot Sails Maui   September 2005 - January 2006
Wipika   March 2004 - September 2005
Northwestern Mutual  November 2004 - March 2005
BMO Nesbitt Burns   February 2002 - May 2003
Bank of Montreal  2002 - 2003
Merrill Lynch Canada Inc.  June 2001 - January 2002

Skills
Project Control, Cost Engineering, Business Strategy, Financial Analysis, Business Development, Financial Modeling, Risk Management, Strategy, Portfolio Management, Investments, Start-ups, Analysis

Education
American College of Traditional Chinese Medicine   2009 — 2012
MS, TCM

Seiler School of Real Estate   2005 — 2006
Real Estate License, Real Estate

CFA Institute   2002 — 2004
CFA level 2, Finance, Economics, Capital Markets, Ethics, Statistics

University of Toronto   1995 — 1998
Bachelor of Science, Biology

Joe Lindsay Joe Lindsay Toronto, Canada Area Details
Joe Lindsay's BMO Nesbitt Burns Experience January 2012 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   January 2012 - Present
QVS Branded Merchandise   September 2008 - December 2011

Skills
Strategy, Investments, Strategic Financial..., Sales, Small Business, Accounting, Portfolio Management, Strategic Planning, Wealth Management, Retirement Planning, Wealth, Advertising

Education
Carleton University   1991 — 1993

Mark Traversy Mark Traversy Ottawa, Canada Area Details
Mark Traversy's BMO Nesbitt Burns Experience March 2004 - June 2006
Job Principal Consultant at Traversy Consulting
Industry Construction
Experience
Traversy Consulting   June 2006 - Present
BMO Nesbitt Burns   March 2004 - June 2006
Intelcan Technosystems   April 1998 - February 2004
MTH Systems   1989 - 1998

Skills
Investment Strategies, Asset Allocation, Mutual Funds, High Net Worth..., Wealth Management, Construction Management, Construction Accounting, Financial Advisory, Portfolio Management, Program Management, Project Management, Contract Negotiation, Management

Education
Carleton University   1981 — 1984
Human/Medical Genetics

David Neil Guilfoyle David Neil Guilfoyle Ottawa, Canada Area Details
David Neil Guilfoyle's BMO Nesbitt Burns Experience February 1995 - Present
Job Sr. Wealth Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   February 1995 - Present

Education
Carleton University

Bradley Hadfield Bradley Hadfield Toronto, Canada Area Details
Bradley Hadfield's BMO Nesbitt Burns Experience 1995 - 2000
Job Financial Services Product Manager
Industry Financial Services
Experience
IBM - Securities Industry Services (SIS)   2004 - Present
McDonald's Corporation  2002 - 2003
BMO Nesbitt Burns   1995 - 2000
CIBC  1994 - 1995
CIBC  1992 - 1994

Skills
Business Analysis, IT Strategy, Business Strategy, Project Planning, Business Process, Team Leadership, Business Process Design, Project Coordination, Project Management, Strategy, Product Management, Product Development, Technical Presentations, Time Management, Strategic Planning, International Business, Customer Presentations, Tax, Strategy Development, Consultancy, Project Implementation, Consulting

Education
Seton Hall University   2000 — 2001
MBA, Management of Information Systems

Carleton University   1990 — 1995
Bachelor of Commerce, Finance

Chris Vaughan CIM FCSI Chris Vaughan CIM FCSI Toronto, Canada Area Details
Chris Vaughan CIM FCSI's BMO Nesbitt Burns Experience October 1995 - Present
Job Investment Advisor/Financial Planner at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns   October 1995 - Present

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

Education
Bishop's University   1987 — 1991
BBA, Economics, Finance

John Polino John Polino Montreal, Canada Area Details
John Polino's BMO Nesbitt Burns Experience October 1992 - Present
Job Senior Support Analyst
Industry Information Technology and Services
Experience
BMO Nesbitt Burns   October 1992 - Present
BMO Financial Group Inc.   1992 - Present
Thersol Inc   September 1990 - October 1992
Steinberg Inc.  May 1978 - May 1988
Emery Worldwide  1982 - 1984

Education
Herzing Institute   1989 — 1990
AEC, Micro electronics

CEGEP - John Abbott College   1978 — 1981

Bishop Whelan High School   1973 — 1978

Ecole Paul Jarry   1965 — 1971

Alykhan Shamji Alykhan Shamji Toronto, Canada Area Details
Alykhan Shamji's BMO Nesbitt Burns Experience November 2011 - Present
Job Investment Representative at BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns   November 2011 - Present
Cambridge Mercantile  October 2009 - March 2011
Brendan Wood International  February 2007 - January 2008

Skills
Financial Analysis, Data Analysis, Market Research, Business Analysis, Sales, Economics, Strategic Planning, Research, Financial Modeling, Business Development, Business Strategy, Teamwork, Risk Management, Banking, Corporate Finance, Finance, Investments, Mutual Funds, Portfolio Management, Relationship Management, Strategic Financial..., Valuation, Wealth Management, Investment Strategies, Investment Advisory, Financial Planning

Education
Carleton University   2002 — 2006
B.I.B., Bachelor of International Business

Carleton University   2002 — 2006
Bachelor of International Business (B.I.B)

Eric Stodt Eric Stodt Vancouver, Canada Area Details
Eric Stodt's BMO Nesbitt Burns Experience 1997 - 2000
Job Vice President & Portfolio Manager
Industry Investment Management
Experience
RBC Dominion Securities  April 2014 - Present
BMO Harris Private Banking  2000 - April 2014
BMO Nesbitt Burns   1997 - 2000

Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Strategic Financial..., Wealth Management..., Investment Strategies, Investment Management, Private Banking, Retirement Planning, Asset Allocation, Wealth, Alternative Investments, Estate Planning, Securities, High Net Worth..., Bonds, ETFs

Education
Carleton University   1991 — 1995
Bachelor's Degree, Law & Political Science

Mary Ann Rodil Mary Ann Rodil Toronto, Canada Area Details
Mary Ann Rodil's BMO Nesbitt Burns Experience 1999 - 2000
Job Senior Manager, Business Analysis at TD
Industry Financial Services
Experience
TD  November 2014 - Present
TD  January 2013 - October 2014
IBM Global Services  October 2002 - January 2013
PwC  March 2000 - October 2002
BMO Nesbitt Burns   1999 - 2000
CI Mutual Funds Inc.   1997 - 1998
JP Morgan  1995 - 1996
BMO Nesbitt Burns   1994 - 1995
Credit Suisse First Boston  1992 - 1994
Total Systems Development   1989 - 1992

Skills
Business Process Design, Business Analysis, Requirements Management, IT Solutions, Lean Six Sigma, Business Process..., Management Consulting, SDLC, Business Process, Business Transformation, IT Strategy, Business Process..., Outsourcing, PMO, Requirements Analysis, Business Requirements, Management, Six Sigma, Analysis, Project Portfolio..., Leadership, Requirements Gathering, Enterprise Architecture, Enterprise Software, Risk Management, Software Documentation, Business Architecture

Education
University of the Philippines   1984 — 1987
Bachelor of Arts (B.A.), Philosophy

Ateneo de Manila University   1981 — 1984
Mathematics major in Computer Science

Mirella Nicita Mirella Nicita Montreal, Canada Area Details
Mirella Nicita's BMO Nesbitt Burns Experience November 2007 - Present
Job Sales Assistant at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   November 2007 - Present
GBC Asset Management   October 2002 - January 2006
Kerr Financial  May 1997 - September 2001

Education
Concordia University   1992 — 1996
Bachelor of Commerce (B.Com.)

Michael Gervais CIM, FCSI Michael Gervais CIM, FCSI Toronto, Canada Area Details
Michael Gervais CIM, FCSI's BMO Nesbitt Burns Experience September 1990 - June 2007
Job Vice President at National Bank Correspondent Network, Managed Account Solutions
Industry Financial Services
Experience
National Bank Correspondent Network   June 2007 - Present
BMO Nesbitt Burns   September 1990 - June 2007
Midland Walwyn  1986 - 1987

Skills
Contract Negotiation, Business Analysis, Customer Relations, Vendor Relations, Wealth Management, Portfolio Management, Back Office, Securities, Investments, Asset Management, Business Process..., Carrying Broker, Customer Service, Asset Managment, Mutual Funds, Equities, ETFs

Education
Centennial College   1983 — 1986
Bachelor of Science (BS), Information Systems and Financial Management

Torstein Braaten Torstein Braaten Toronto, Canada Area Details
Torstein Braaten's BMO Nesbitt Burns Experience May 1997 - May 2000
Job Capital Markets Executive
Industry Capital Markets
Experience
Sailing Vessel Nordic Belle II   May 2015 - Present
TriAct Canada Marketplace LP   June 2006 - May 2015
Canadian Securities Institute  May 2009 - June 2011
ITG Canada Corp.   June 2006 - September 2010
RBC Capital Markets  September 2001 - May 2006
Bank of America  May 2000 - September 2001
BMO Nesbitt Burns   May 1997 - May 2000
RBC Action Direct  1993 - 1997
RBC  1992 - 1993

Skills
Market Structure, Trading Systems, Equities, Capital Markets, Trading, Derivatives, Equity Trading, Investments, Securities, Electronic Trading, Financial Markets, Smart Order Routing, Options, Fixed Income, Hedge Funds, FX, Risk Management, Compliance, Investment Banking, Equity Derivatives, Market Data, Banking, Commodities, Business Strategy, Proprietary Trading, Strategic Planning, Product Management, New Business Development, Corporate Governance, Securities Regulation, ETFs, Trading Technology, Wealth Management, Low Latency, Trading Strategies, Mutual Funds, Series 7, FINRA, AML, Asset Management, Investment Management, Bonds, Series 63, Financial Services, Credit, Structured Products, Alternative Investments

Education
University of Toronto - Rotman School of Management   2014 — 2015
ICD.D

Carleton University   1988 — 1992
B.Comm Honours

Kelly Hawkins Kelly Hawkins Toronto, Canada Area Details
Kelly Hawkins's BMO Nesbitt Burns Experience May 1994 - Present
Job Vice President, Senior Investment Advisor, and Assistant Branch Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   May 1994 - Present

Skills
Wealth Management, Strategic Financial..., Portfolio Management, Investment Strategies, Equities, Mutual Funds, Investments, Investment Advisory, Asset Allocation, Securities

Education
Brock University
Bachelor of Arts (B.A.)

Brock University

Al Rizk Al Rizk Montreal, Canada Area Details
Al Rizk's BMO Nesbitt Burns Experience October 1999 - Present
Job Portfolio Manager BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   October 1999 - Present

Education
Concordia University
BBA, Bussines, Finance

Salven Pillay Salven Pillay San Francisco Bay Area Details
Salven Pillay's BMO Nesbitt Burns Experience November 1988 - March 1999
Job Technical Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  January 2007 - Present
Charles Schwab  April 2005 - January 2007
Cyberplex (also 4Di Solutions)   February 2000 - April 2005
ReserveAmerica  March 1999 - February 2000
BMO Nesbitt Burns   November 1988 - March 1999
Canada Revenue Agency  January 1996 - October 1998

Skills
> Scum Master..., > SalesForce Developer, > Agile Practices, > MS.NET (The Training..., > Rational Rose..., > Java Certified..., > Process Reengineering..., > Managing Multiple..., > Management Principles, > Computer Engineering..., > OOP Software..., .NET, Agile Methodologies, Agile Project Management, Business Analysis, CRM, DB2, Enterprise Architecture, IT Strategy, Integration, Management, Oracle, Requirements Analysis, SDLC, SOA, Salesforce.com, Software Development, Software Project..., Unix, Vendor Management, XML

Education
Carleton University   1989 — 1993
BENG, Areospace

Gordon Aldcorn Gordon Aldcorn Calgary, Canada Area Details
Gordon Aldcorn's BMO Nesbitt Burns Experience 1990 - 1993
Job Director of Investor Relations and Corporate Development at Cordy Oilfield Services Inc.
Industry Investment Management
Experience
Cordy Oilfield Services Inc.   July 2014 - Present
Alliance Capital Partners   2013 - Present
Brisco Capital Partners   2006 - 2013
Energy Communications   2002 - 2006
Shift Networks  2000 - 2002
Regare Telecom Group   1999 - 2000
Investment Dealers Association   1998 - 1999
Alberta Stock Exchange   1995 - 1998
CIBC Wood Gundy  1993 - 1995
BMO Nesbitt Burns   1990 - 1993

Skills
Investments, Venture Capital, Mergers & Acquisitions, Investor Relations, Financial Analysis, Corporate Finance, Capital Markets, Trading, Marketing Strategy, Account Management, Strategic Planning, Portfolio Management, Start-ups, Valuation, Equities, Financial Modeling, Private Equity, Strategy

Education
Acadia University   1983 — 1987
bba, Business Administration, Management and Operations

Antonella Fortugno Antonella Fortugno Montreal, Canada Area Details
Antonella Fortugno's BMO Nesbitt Burns Experience 1999 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
ScotiaMcLeod  July 2013 - Present
Thomson Reuters  2005 - 2008
Telerate  2001 - 2005
BMO Nesbitt Burns   1999 - 2001
Cofo Financial Service   1996 - 1999

Skills
Financial Markets

Education
Concordia University   1991 — 1995
Bachelor, Finance

Vanier College   1989 — 1991
Diplome D'etudes Collegiales, Commerce (Honors)

Faye Pawlowski Faye Pawlowski Toronto, Canada Area Details
Faye Pawlowski's BMO Nesbitt Burns Experience July 1998 - January 2000
Job Flight Attendant at Air Canada Express
Industry Airlines/Aviation
Experience
Jazz Aviation LP  October 2010 - Present
Faye Pawlowski Make-Up and Hair Artistry   March 2003 - June 2012
Froggies   February 2000 - April 2005
BMO Nesbitt Burns   July 1998 - January 2000
CGI  April 1996 - July 1998

Skills
Flights, Airlines, Commercial Aviation, Aviation, Sabre, Flight Safety, Travel Planning, Customer Service, Tourism, Teamwork, Aviation Security, Human Factors, Business Travel, Charter, Civil Aviation, Entertainment, French, Photography, B757, Hospitality, Leisure Travel, International Flight..., Aviation Regulations, Team Leadership, Social Networking, Team Building

Education
Complections International   2006 — 2006
Make-Up/SPFX Make-Up for Film/Tv

KWHS   2000 — 2001
Esticians License

Concordia University   1993 — 1996
Early Childhood Ed

Grenville

Lisa Holzwarth Lisa Holzwarth United States Details
Lisa Holzwarth's BMO Nesbitt Burns Experience 1990 - 1998
Job Senior Managing Director at Perkins Fund Marketing
Industry Marketing and Advertising
Experience
Perkins Fund Marketing  2000 - Present
Credit Research & Trading   1998 - 2000
BMO Nesbitt Burns   1990 - 1998
Manufacturers Hanover Trust  1985 - 1990

Skills
Private Equity, Marketing, Alternative Investments, Hedge Funds, Investor Relations, Investments, Equities, Venture Capital, Due Diligence, Institutional..., Fund Of Funds, Investment Banking, Asset Managment, Capital Markets, Private Placements

Education
Bowdoin College   1980 — 1984
AB, English

Andrea Reilly Andrea Reilly Montreal, Canada Area Details
Andrea Reilly's BMO Nesbitt Burns Experience October 1998 - January 2009
Job Vice President, Managed Assets
Industry Financial Services
Experience
Connor Clark& Lunn Financial Group   January 2009 - Present
BMO Nesbitt Burns   October 1998 - January 2009

Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Investment Advisory, Investment Management, Investment Strategies, Securities, Mutual Funds, Fixed Income, Investments, Portfolio Management, Equities

Education
Concordia University
BA, International Business, French Language

Louise Daley Louise Daley Providence, Rhode Island Area Details
Louise Daley's BMO Nesbitt Burns Experience January 1982 - September 1987
Job Registered Nurse at Bradley Hospital
Industry Hospital & Health Care
Experience
Bradley Hospital  April 2015 - Present
Lifespan Corporation  November 2014 - April 2015
Genesis HealthCare  June 2014 - October 2014
YMCA of Greater Providence  November 2001 - February 2008
Ontario Hydro  January 1989 - August 1992
BMO Nesbitt Burns   January 1982 - September 1987

Skills
Nursing, Healthcare, Adult Education, Leadership, CPR Instruction, First Aid, Program Development, Staff Development, Volunteer Management, Community Outreach, Youth Development, Fundraising, Clinical Research, Public Speaking, Epic Systems, Patient Safety, CPR Certified, Nonprofits, Training, Hospitals, BLS, Registered Nurses, Event Planning

Education
University of Rhode Island   2015 — 2017
Bachelor of Science (BS), Nursing Science

New England Institute of Technology   2011 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse, 3.47

Community College of Rhode Island   2009 — 2011
Health Care

Elsa Tortella, Elsa Tortella, Beverly Hills, California Details
Elsa Tortella,'s BMO Nesbitt Burns Experience November 2009 - November 2012
Job Black Box A Music Company
Industry Marketing and Advertising
Experience
Black Box - A Music Company   April 2014 - Present
BMO Nesbitt Burns   November 2009 - November 2012
BMO Nesbitt Burns   January 2007 - November 2009
CI Investments Inc.  January 2006 - January 2007

Skills
Investment Advisory, Wealth Management, Insurance Planning, Investment Strategies, ETFs, Financial Planners, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Management, Mutual Funds, Alternative Investments, Wealth, Investments, Investment Management, Retirement Planning, Financial Advisory, Financial Planning, Management

Education
Concordia University

Lindsay James Lindsay James Ottawa, Canada Area Details
Lindsay James's BMO Nesbitt Burns Experience January 2010 - January 2011
Job Passionate and results focused marketing professional
Industry Marketing and Advertising
Experience
Algonquin College  January 2014 - Present
BMO Financial Group  January 2013 - December 2013
BMO  January 2012 - December 2012
BMO  January 2011 - January 2012
BMO Nesbitt Burns   January 2010 - January 2011
BMO Financial Group  January 2008 - January 2011

Skills
Marketing Communications, Digital Marketing, Marketing Strategy, Online Advertising, Marketing, Direct Marketing, Advertising, Creative Direction, Integrated Marketing, New Business Development, Management, Sponsorship, Project Planning, Budgets, Email Marketing, Sales, Program Management, Project Management, Social Media, Marketing Management, Facebook, Strategic Communications, Market Research, Strategic Planning, Strategy, Product Marketing, Market Planning, Online Marketing, Social Media Marketing, Brand Management, Competitive Analysis

Education
University of Edinburgh Business School   2015 — 2018
Master’s Degree, Marketing

Algonquin College of Applied Arts and Technology   2014 — 2014
Service Excellence Program, Centre for Organizational Learning

University of Toronto   2013 — 2013
Foundations of Digital Marketing Management

Alliance Francaise   2012 — 2013
Certificate, Business French - Francais des affaires

George Brown College   2005 — 2008
Business Admin Marketing, Marketing

Algonquin College of Applied Arts and Technology   2002 — 2003
Certificate, Pre-Health

Nipissing University
Bachelor's Degree, Bachelor of Business Administration

ACA
Certificate

John Strangi John Strangi West Palm Beach, Florida Area Details
John Strangi's BMO Nesbitt Burns Experience September 1980 - August 1995
Job Owner, Beltline Partnership
Industry Commercial Real Estate
Experience
Beltline Partnership   April 1996 - Present
BURNS FRY & TIMMINS   February 1979 - February 1996
BMO Nesbitt Burns   September 1980 - August 1995

Skills
Acting, Creative Writing

Education
American Academy of Dramatic Arts

Kyle Hsieh Kyle Hsieh Vancouver, Canada Area Details
Kyle Hsieh's BMO Nesbitt Burns Experience March 2010 - October 2010
Job IT Consultant
Industry Information Technology and Services
Experience
TELUS  December 2011 - Present
CML Healthcare  August 2004 - Present
Chevron  January 2010 - November 2011
CIBC  March 2010 - October 2010
BMO Nesbitt Burns   March 2010 - October 2010
Chevron  June 2009 - July 2009
Chevron  November 2009 - 2009
TELUS  July 2007 - August 2008

Skills
Active Directory, Microsoft Exchange

Education
British Columbia Institute of Technology   2007 — 2009
Associate Certificate, Applied Network Administratino & Design

Kévin KAZE Kévin KAZE Montreal, Canada Area Details
Kévin KAZE's BMO Nesbitt Burns Experience February 2013 - May 2013
Job À la recherche de nouveaux défis et candidat au titre CPA
Industry Accounting
Experience
Vidéotron  October 2013 - Present
Eglise du Christ de Montreal   September 2013 - Present
BMO Nesbitt Burns   February 2013 - May 2013
Birks & Mayors Inc.   2013 - 2013
Jumpstreet Educational Tours  July 2012 - November 2012
IKTUS ( OSBL)   May 2010 - April 2012
Restaurant Niel's   June 2009 - June 2009

Skills
Accounting, Financial Accounting, Microsoft Excel, Accounts Receivable, Financial Analysis, Comptabilité, Analyse financière, Comptabilité financière, Account Reconciliation, Accounts Payable, Tax, Financial Reporting, Microsoft Dynamics, SAP, Simple comptable, Budget, À but lucratif

Education
Université du Québec à Montréal   2009 — 2012
BACCALAUREAT, Comptabilité

Université libre de Tunis   2006 — 2009
DEC (Équivalence), Sciences de l'administration

Julie Tricarico Julie Tricarico Toronto, Canada Area Details
Julie Tricarico's BMO Nesbitt Burns Experience 1995 - 2003
Job Barrister & Solicitor
Industry Law Practice
Experience
Toronto  2008 - Present
Humber College  2003 - 2005
BMO Nesbitt Burns   1995 - 2003
Aird & Berlis LLP  1992 - 1995

Skills
Litigation, Legal Research, Corporate Law, Securities Arbitration, Employment Law, Alternative Dispute..., Legal Writing, Arbitration, Compliance, Writing, Corporate Governance, Mediation, Dispute Resolution, Legal Advice, Civil Litigation, Courts, Commercial Litigation, Legal Assistance

Education
Canadian Securites Institute
Canadian Securities Course Certificate

Stitt Feld Handy Houston
Advanced Certification

University of Windsor
Bachelor of Laws

Brock University
Master of Arts

Queen's University
Bachelor of Education

York University
Bachelor of Arts

The Bishop Strachan School
SSHGD

Chris Teryazos Chris Teryazos Greater New York City Area Details
Chris Teryazos's BMO Nesbitt Burns Experience April 2002 - May 2004
Job Partner at Maritime Equity Management LLC
Industry Financial Services
Experience
Maritime Equity Management LLC   April 2008 - Present
Pegasus Capital Advisors  May 2006 - April 2008
Goldman Sachs  June 2005 - August 2005
BMO Nesbitt Burns   April 2002 - May 2004
IBJ Whitehall  September 2001 - April 2002
ING Barings  September 1999 - September 2001
Consolidated Route   June 1998 - July 1998

Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Equities, Venture Capital, Capital Markets, Hedge Funds

Education
Columbia Business School   2004 — 2006
Master of Business Administration (M.B.A.)

Western University   1995 — 1999
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies

Prasintha Sivananthan Prasintha Sivananthan Toronto, Canada Area Details
Prasintha Sivananthan's BMO Nesbitt Burns Experience February 2009 - June 2009
Job Programme schedulerat Rogers Telvision
Industry Banking
Experience
Thai One On   June 2009 - June 2012
BMO Nesbitt Burns   February 2009 - June 2009

Skills
Strong client relations, Strong organizational..., Creative problem solver, Adaptability, Energetic work attitude

Education
Centennial College   2010 — 2012
Business Administration and Management, General

Paul Younan, CIM Paul Younan, CIM Montreal, Canada Area Details
Paul Younan, CIM's BMO Nesbitt Burns Experience June 2005 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   June 2005 - Present
Bank of Montreal  March 2004 - June 2005

Skills
Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Managment, Capital Markets, Derivatives, Bloomberg, Financial Analysis, Valuation, Asset Allocation, Alternative Investments, Securities, Financial Services, Wealth Management..., ETFs, Asset Management, Financial Planning

Education
Concordia University   2000 — 2003
BComm, Finance

Marianopolis College   1998 — 2000
Finance

AMP

Bob Goldberger Bob Goldberger Toronto, Canada Area Details
Bob Goldberger's BMO Nesbitt Burns Experience February 1992 - November 1997
Job Vice President & Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP  November 2013 - Present
Macquarie Private Wealth Inc.  June 2006 - November 2013
CIBC Wood Gundy  January 2002 - June 2006
Merrill Lynch  October 1998 - December 2001
Midland Walwyn  November 1997 - October 1998
BMO Nesbitt Burns   February 1992 - November 1997

Skills
Personal Financial..., Personal Tax Planning, Investment Strategies, Retirement Planning, Philanthropy, Passive Income, Wealth Preservation..., Wealth Management

Education
McGill University   1979 — 1982
Master of Business Administration (M.B.A.), Finance

Bishop's University   1976 — 1979
BBA, Finance/Accounting

John Abbott College   1973 — 1976
CEGEP, Business Administration and Management, General

Glen Cooper Glen Cooper Montreal, Canada Area Details
Glen Cooper's BMO Nesbitt Burns Experience March 2013 - Present
Job Vice President, Portfolio Manager | BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   March 2013 - Present
Financière Banque Nationale  February 1995 - March 2013
National Bank Financial  February 1995 - March 2013

Skills
Wealth Management, Financial Analysis, Financial Services, Fixed Income, Wealth Preservation..., Wealth Accumulation..., Multi-generational..., Intergenerational..., Portfolio Management, Portfolio Optimization, Fixed Income Analysis, Asset Management, Retirement Planning

Education
Concordia University   1989 — 1993
Bachelor of Commerce and a major in Finance, Finance

Champlain   1986 — 1988

Seminaire Saint-Francois   1981 — 1986

Ian Millar CIM. PFP Ian Millar CIM. PFP Toronto, Canada Area Details
Ian Millar CIM. PFP's BMO Nesbitt Burns Experience February 2000 - Present
Job Portfolio Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns   February 2000 - Present
Uvex Sports Canada   November 1994 - January 2000
Sales and Merchandising Group   December 1993 - August 1994

Skills
Portfolio Management, Retirement Planning, Wealth Management, Asset Allocation, Investment Strategies, Investment Advisory, Investments, Asset Management, Asset Managment, Mutual Funds, Securities, Equities, Capital Markets, Trading, Marketing Strategy, Strategic Planning, Sales, Negotiation, Alternative Investments, Strategy, Sales Management, Finance

Education
Bishop's University   1987 — 1991
Bachelor of Arts

Scott Whitehead M.Sc. Scott Whitehead M.Sc. Toronto, Canada Area Details
Scott Whitehead M.Sc.'s BMO Nesbitt Burns Experience 2010 - 2010
Job Project Analyst at Canadian Environmental Assessment Agency
Industry Environmental Services
Experience
Canadian Environmental Assessment Agency  April 2015 - Present
Brant Securities Ltd. & Deacon and Company   2010 - 2013
BMO Nesbitt Burns   2010 - 2010
EuroPacific Canada, Ontario Cancer Institute, Carleton University   2006 - 2010

Skills
Investment Banking, Corporate Finance, Private Equity, Equity Research, Capital Markets, Analysis, Finance, Financial Modeling, Equities, Trading, Investments, Valuation, Financial Analysis, Management

Education
Carleton University
M.Sc., Biology/Neurobiology

Wilfrid Laurier University
B.Sc.H., Biology & Psychology

CFA Program

Abe Gottesman Abe Gottesman Toronto, Canada Area Details
Abe Gottesman's BMO Nesbitt Burns Experience May 2011 - Present
Job Investment Advisor and Associate Portfolio Manager at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns   May 2011 - Present
Mackenzie Investments  July 2001 - July 2010

Skills
Portfolio Management, Financial Modeling, Investments, Equities, Investment Strategies, Financial Analysis, Mutual Funds, Public Speaking, Investment Advisory, Wealth Management, Valuation, Capital Markets, Trading, Real Estate, Equity Research, Strategic Financial..., Asset Management, Alternative Investments, Fixed Income, Investment Management, Asset Allocation, Corporate Finance, Hedge Funds

Education
University of Toronto   1995 — 1997
MBA, Finance

Baruch College, City University of New York (CUNY)   1990 — 1992
BBA, International Marketing

William Wilder William Wilder Toronto, Canada Area Details
William Wilder's BMO Nesbitt Burns Experience May 1983 - 1994
Job Investment Advisor at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited  2005 - Present
CIBC  1994 - 2006
BMO Nesbitt Burns   May 1983 - 1994
CIBC Wood Gundy  May 1979 - May 1983

Skills
Investments, Equities, Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Fixed Income

Education
Queen's University   1975 — 1979
BA Honours, Economics

Trinity College School   1973 — 1975
High School, 13

Upper Canada College   1962 — 1973

Andrea Tung Andrea Tung Vancouver, Canada Area Details
Andrea Tung's BMO Nesbitt Burns Experience February 2012 - March 2012
Job RADP Student at Capilano University
Industry Health, Wellness and Fitness
Experience
Vancouver Coastal Health  February 2013 - Present
Broadway Medical Clinic  September 2012 - August 2014
Chinatown Medical Group   September 2007 - April 2013
BMO Nesbitt Burns   February 2012 - March 2012
BMO Nesbitt Burns   July 2010 - August 2010
élan Data Makers   May 2009 - July 2009
BCAA  July 2008 - August 2008
Impark  July 2007 - August 2007

Skills
Data Entry, Time Management, Event Planning, Public Speaking, Microsoft Office, Microsoft Excel, Medical Terminology, Public Health, Receptionist Duties, Human Anatomy, Rehabilitation, Group Exercise, Administrative..., Medical Office, Organization Skills, Task Efficiency, Customer Service

Education
Capilano University   2014 — 2015
Rehabilitation Assistant Diploma Program (RADP), PTA, OTA, & SLPA

The University of British Columbia   2013 — 2014
Unclassified Studies

The University of British Columbia   2007 — 2011
Bachelor of Arts, Psychology, English Language

Daniel Biron, B.A. Daniel Biron, B.A. Montreal, Canada Area Details
Daniel Biron, B.A.'s BMO Nesbitt Burns Experience April 2002 - March 2009
Job Conseiller en placement chez Financière Banque Nationale
Industry Financial Services
Experience
National Bank of Canada  April 2009 - Present
BMO Nesbitt Burns   April 2002 - March 2009
RBC Dominion Securities  June 2000 - March 2002
Domtar  June 1997 - June 1999
Noribco inc.   August 1990 - May 1997
Mailloux Baillargeon inc.   June 1985 - July 1990
Pharmaprix  March 1984 - May 1985
Playtex Products  May 1982 - February 1984

Skills
Entrepreneurial..., Strategic Planning, Customer Relations

Education
Organisme canadien de réglementation du commerce des valeurs mobilières (ORCVM)   2000 — 2011
Conseiller en placement, Valeurs mobilières

Autorité des marchés financiers (AMF)   2000 — 2005
Conseiller en sécurité financière, Assurances de personnes

Concordia University   1978 — 1982
B.A. arts, psychologie, marketing, management

CÉGEP Bois-de-Boulogne   1975 — 1978
DÉC, Sciences humaines

Collège Laval   1970 — 1975
DÉS

Rita Hutinec Rita Hutinec Toronto, Canada Area Details
Rita Hutinec's BMO Nesbitt Burns Experience November 2001 - February 2004
Job Senior Project Manager at BMO Financial Group
Industry Banking
Experience
BMO Financial Group  September 2006 - Present
BMO InvestorLine  February 2004 - September 2006
BMO Nesbitt Burns   November 2001 - February 2004

Skills
PMO, Project Portfolio..., PMP, Project Delivery, Business Analysis, Risk Management, Vendor Management, Software Project..., Requirements Gathering, Requirements Analysis, Banking, Business Requirements, Project Management, Business Process..., Program Management, Change Management, MS Project, IT Strategy, Governance

Education
Bangalore University   1970 — 1974
Bachelor of Arts (B.A.), Economics

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

Pat Keene Pat Keene Toronto, Canada Area Details
Pat Keene's BMO Nesbitt Burns Experience November 1992 - Present
Job Preferred Share Specialist
Industry Financial Services
Experience
BMO Nesbitt Burns   November 1992 - Present
RBC Dominion Securities  June 1983 - November 1992
CIBC  June 1979 - May 1983

Skills
Equities, Fixed Income, Preferred Stock, Convertible Bonds

Education
Concordia University   1981 — 1983
Master of Business Administration (MBA), Marketing

Queen's University   1975 — 1979
Honours BA, French Translation

Nadia Prata Nadia Prata Montreal, Canada Area Details
Nadia Prata's BMO Nesbitt Burns Experience October 1997 - July 2001
Job Marketing at Salvarani North America
Industry Farming
Experience
Salvarani North America   July 2001 - Present
Nettuno A.S.G inc   July 2001 - Present
RBC Dominion Securities  August 2001 - June 2002
BMO Nesbitt Burns   October 1997 - July 2001

Skills
Canadian Securuties..., Equity Trading

Education
Concordia University   1992 — 1996
Bachelor of Arts, Major Economics

CEGEP Champlain   1992 — 1994
DEC Health Sciences

Cheri Blain Cheri Blain Edmonton, Canada Area Details
Cheri Blain's BMO Nesbitt Burns Experience February 1993 - February 2004
Job Investment Advisor Associate, The Huk Team at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited  February 2004 - Present
Richardson GMP Limited  2004 - Present
BMO Nesbitt Burns   February 1993 - February 2004

Skills
Investment Strategies, Investment Advisory, Wealth Management, Portfolio Management, Alternative Investments, Equities, Mutual Funds, Wealth Management..., Asset Allocation, ETFs, Securities, Retirement Planning, Wealth, Investment Management, Investments, Retirement, Estate Planning, Asset Management, Fixed Income, Financial Advisory, Hedge Funds, Strategic Financial..., Options, Financial Services, High Net Worth..., Capital Markets, Investment Banking, Bonds, Valuation, Private Equity, Relationship Management

Education
Carleton University
BA Hons, English Language and Literature/Letters

John Maland High School, Devon AB

David Kennedy, MBA David Kennedy, MBA Montreal, Canada Area Details
David Kennedy, MBA's BMO Nesbitt Burns Experience September 1994 - August 1998
Job Consultant at ABOB
Industry Financial Services
Experience
ABOB   October 2011 - Present
IIROC (Investment Industry Regulatory Organization of Canada)   January 2008 - September 2011
TRADEFREEDOM SECURITIES INC   November 2000 - December 2007
BMO Nesbitt Burns   September 1994 - August 1998
BURNS FRY  July 1993 - August 1994
MONTREAL EXCHANGE  February 1992 - June 1993
BRASSERIE LA GRANGE   June 1985 - January 1992
WOOD GUNDY Inc.   September 1982 - April 1986
BANK OF MONTREAL  January 1982 - August 1982

Skills
Fully bilingual,..., 25 years experience in..., Extensive knowledge of..., Extensive knowledge of..., Extensive knowledge of..., Srong analytical skills, Proven ability to build..., Results oriented, Superior organizational..., Develop new procedures, Train others, Streamline operations, Bottom-line oriented, Teamwork, Communication, Goal Oriented, Investments, Operations Management, Leadership, Securities, Derivatives, Electronic Trading, Bloomberg, Mutual Funds, Financial Services, Capital Markets, Trading, Financial Markets, Options, Equity Trading, Trading Systems, Equities

Education
CFA Institute   1998 — 2001
CFA Charterholder, Investments and Finance, Completed

CANADIAN SECURITIES INSTITUTE   1981 — 2000
Multiple courses, Investments and Securities, N/A

CONCORDIA UNIVERSITY   1993 — 1998
Master of Business Administration (MBA), Finance, Research paper: "Who wins the zero-sum game?"

Concordia University   1979 — 1981
Bachelor of Commerce (B.Com.), Finance, With distinction

Andrew Zawadzki Andrew Zawadzki Toronto, Canada Area Details
Andrew Zawadzki's BMO Nesbitt Burns Experience December 2012 - June 2013
Job Financial Services
Industry Financial Services
Experience
Procom at TD Canada Trust   June 2014 - July 2015
Procom at TD Canada Trust   January 2014 - June 2014
RBC Insurance  October 2013 - January 2014
BMO Nesbitt Burns   December 2012 - June 2013
BMO Financial Group  2013 - 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Strategic Planning

Education
Humber College   2012 — 2013
Postgraduate Diploma, Financial Planning and Services

Brock University
Bachelor of Arts (BA), History

George Brown College   2003 — 2006
Ontario College Advanced Diploma, Business Administration and Management, General

Select page

1 2 3 4 5 6


Similar Companies