BMO Nesbitt Burns
Industry: Financial services company
DescriptionBMO 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.,
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BMO Nesbitt Burns Employees
BMO Nesbitt Burns 2000 - Present
Education
Concordia University
Bachelor of Commerce (BCom)
McGill University
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
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
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
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
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
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.)
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
BMO Nesbitt Burns September 2002 - Present
Education
Carleton University 1984 — 1989
Bachelor's Degree, Bachelor of Arts, Honours in Economics
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
BMO Nesbitt Burns September 1997 - Present
Education
Carleton University 1981 — 1984
B.A. Economics, Economics
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
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
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
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
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
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
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
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
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
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
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
BMO Nesbitt Burns April 2006 - Present
Education
Algonquin College of Applied Arts and Technology 1984 — 1988
Bachelor of Business Administration (BBA), Accounting and Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
BMO Nesbitt Burns February 1995 - Present
Education
Carleton University
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
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
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
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)
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
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
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.)
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
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
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
BMO Nesbitt Burns October 1999 - Present
Education
Concordia University
BBA, Bussines, Finance
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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