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
Employee
Years
Job
Industry
Gary Beausoleil Gary Beausoleil's BMO Nesbitt Burns Experience 1994 - 2001
Job Director of Business Development at Cognition LLP
Industry Law Practice
Experience
Cognition LLP 2015 - Present
International Services / GBS 2013 - 2015
ATA 2002 - 2013
One Year Sabbatical 2001 - 2002
BMO Nesbitt Burns 1994 - 2001
Skills
Sales, New Business Development, Strategic Planning, Management, Business Planning, CRM, Team Building, Sales Management, Leadership, Marketing Strategy, Finance, Negotiation, Personnel Management, Marketing, Account Management, Online Marketing, Microsoft Office, Business Analysis, Logistics Management, Budgets, Financial Analysis, Accounting
Education
McMaster University
BA, Economics
Hastings College
Accounting, Computer Science
Cognition LLP 2015 - Present
International Services / GBS 2013 - 2015
ATA 2002 - 2013
One Year Sabbatical 2001 - 2002
BMO Nesbitt Burns 1994 - 2001
Skills
Sales, New Business Development, Strategic Planning, Management, Business Planning, CRM, Team Building, Sales Management, Leadership, Marketing Strategy, Finance, Negotiation, Personnel Management, Marketing, Account Management, Online Marketing, Microsoft Office, Business Analysis, Logistics Management, Budgets, Financial Analysis, Accounting
Education
McMaster University
BA, Economics
Hastings College
Accounting, Computer Science
Alexandra Muth Alexandra Muth's BMO Nesbitt Burns Experience November 2012 - May 2013
Job Assistant Branch Administrator (ABA/BSA) at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod March 2015 - Present
ScotiaMcLeod May 2013 - Present
Citrus Silver April 2011 - April 2014
Child Care 2004 - 2014
BMO Nesbitt Burns November 2012 - May 2013
SoYoung Inc. August 2011 - October 2012
Sprout Right 2010 - 2012
Swiss Chalet Fine Foods June 2008 - May 2009
Price Chopper 2006 - 2008
Skills
Teamwork, Management, Customer Service, Time Management, Sales, Microsoft Office, Training, Research, ArcGIS, Outlook, Strategic Planning, QuickBooks, PowerPoint, Microsoft Excel, Fundraising, Microsoft Word, Event Planning, Facebook, Retail, Social Networking, Social Media, Spreadsheets, Data Entry, Social Media Marketing, Critical Thinking, Administration, Team Leadership, Goal Setting, Project Management, Analysis, Editing, Marketing, Salesforce, Salesforce.com
Education
Humber College 2012 — 2013
Financial Planning Certification
York University 2007 — 2012
Geography
Runnymede Collegiate Institute 2004 — 2007
High School Diploma, Completed Master’s Program (enriched program, integrating math, science and technology)
ScotiaMcLeod March 2015 - Present
ScotiaMcLeod May 2013 - Present
Citrus Silver April 2011 - April 2014
Child Care 2004 - 2014
BMO Nesbitt Burns November 2012 - May 2013
SoYoung Inc. August 2011 - October 2012
Sprout Right 2010 - 2012
Swiss Chalet Fine Foods June 2008 - May 2009
Price Chopper 2006 - 2008
Skills
Teamwork, Management, Customer Service, Time Management, Sales, Microsoft Office, Training, Research, ArcGIS, Outlook, Strategic Planning, QuickBooks, PowerPoint, Microsoft Excel, Fundraising, Microsoft Word, Event Planning, Facebook, Retail, Social Networking, Social Media, Spreadsheets, Data Entry, Social Media Marketing, Critical Thinking, Administration, Team Leadership, Goal Setting, Project Management, Analysis, Editing, Marketing, Salesforce, Salesforce.com
Education
Humber College 2012 — 2013
Financial Planning Certification
York University 2007 — 2012
Geography
Runnymede Collegiate Institute 2004 — 2007
High School Diploma, Completed Master’s Program (enriched program, integrating math, science and technology)
JACK BERROS JACK BERROS's BMO Nesbitt Burns Experience January 1993 - January 2002
Job VP. OF CAPITAL MARKETS at CREDENTIAL FINANCIAL
Industry Financial Services
Experience
CREDENTIAL FINANCIAL September 2012 - Present
Penson Financial Services January 2010 - September 2012
Desjardins Financial Security January 2006 - January 2010
Brockhouse Cooper January 2005 - January 2006
BMO Nesbitt Burns January 1993 - January 2002
Skills
Trading, Fixed Income, Equity Trading, Derivatives, Bloomberg, Options, Investments, Equities, SDLC, Commodity, Capital Markets, Operational Risk, Proprietary Trading, FX trading, Trading Strategies, Risk Management, Foreign Exchange, Technical Analysis, FX Options, Electronic Trading, Financial Markets, Financial Services, Securities, Trading Systems, Mutual Funds, Back Office, Wealth Management, Asset Management, Financial Risk, Hedge Funds, Bonds, Market Data, Middle Office, Relationship Management, Series 7, Market Risk, Portfolio Management, Equity Derivatives, Swaps
Education
Concordia University
CREDENTIAL FINANCIAL September 2012 - Present
Penson Financial Services January 2010 - September 2012
Desjardins Financial Security January 2006 - January 2010
Brockhouse Cooper January 2005 - January 2006
BMO Nesbitt Burns January 1993 - January 2002
Skills
Trading, Fixed Income, Equity Trading, Derivatives, Bloomberg, Options, Investments, Equities, SDLC, Commodity, Capital Markets, Operational Risk, Proprietary Trading, FX trading, Trading Strategies, Risk Management, Foreign Exchange, Technical Analysis, FX Options, Electronic Trading, Financial Markets, Financial Services, Securities, Trading Systems, Mutual Funds, Back Office, Wealth Management, Asset Management, Financial Risk, Hedge Funds, Bonds, Market Data, Middle Office, Relationship Management, Series 7, Market Risk, Portfolio Management, Equity Derivatives, Swaps
Education
Concordia University
Anna Rostovsky Anna Rostovsky's BMO Nesbitt Burns Experience February 2014 - Present
Job Analyst, Listed Derivatives at BMO Nesbitt Burns
Industry Capital Markets
Experience
BMO Nesbitt Burns February 2014 - Present
RBC Investor Services January 2013 - February 2014
Bayview Ridge Capital Inc. April 2012 - January 2013
STK TECHNOLOGIES June 2011 - March 2012
Infinium Private Bank January 2009 - May 2011
Infinium Capital November 2006 - January 2009
Skills
Equities, VBA, Derivatives, FX, Excel, Word, MySQL, Bloomberg, P&L, Access, PowerPoint, Microsoft Excel, Microsoft Word, FX Options
Education
DeVry Institute of Technology 2003 — 2006
BA, Business Operations
BMO Nesbitt Burns February 2014 - Present
RBC Investor Services January 2013 - February 2014
Bayview Ridge Capital Inc. April 2012 - January 2013
STK TECHNOLOGIES June 2011 - March 2012
Infinium Private Bank January 2009 - May 2011
Infinium Capital November 2006 - January 2009
Skills
Equities, VBA, Derivatives, FX, Excel, Word, MySQL, Bloomberg, P&L, Access, PowerPoint, Microsoft Excel, Microsoft Word, FX Options
Education
DeVry Institute of Technology 2003 — 2006
BA, Business Operations
Sébastien Blais CFA Sébastien Blais CFA's BMO Nesbitt Burns Experience January 2004 - Present
Job Gestionnaire de portefeuille / Portfolio manager BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns January 2004 - Present
Skills
Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Equities, Asset Management, Fixed Income, Retirement Planning, Bonds, Strategic Financial..., Investment Management
Education
1997 — 2000
BAA Finance
BMO Nesbitt Burns January 2004 - Present
Skills
Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Equities, Asset Management, Fixed Income, Retirement Planning, Bonds, Strategic Financial..., Investment Management
Education
1997 — 2000
BAA Finance
Michelle Bain, FMA, CIM, FCSI Michelle Bain, FMA, CIM, FCSI's BMO Nesbitt Burns Experience 2001 - 2003
Job Private Client Associate at K.J. Harrison & Partners Inc.
Industry Financial Services
Experience
K.J. Harrison & Partners Inc. September 2013 - Present
Acker Finley 2003 - 2012
BMO Nesbitt Burns 2001 - 2003
Acker Finley 1997 - 2001
TD 1994 - 1997
Skills
Business Development, High Net Worth Investors, Consultative Sales..., Next Generation Client..., Portfolio Management, Strategic Financial..., Group RRSPs, Presentations, Oral & Written..., Investment Performance, Strengthening Client...
Education
Durham College
Journalism Diploma
K.J. Harrison & Partners Inc. September 2013 - Present
Acker Finley 2003 - 2012
BMO Nesbitt Burns 2001 - 2003
Acker Finley 1997 - 2001
TD 1994 - 1997
Skills
Business Development, High Net Worth Investors, Consultative Sales..., Next Generation Client..., Portfolio Management, Strategic Financial..., Group RRSPs, Presentations, Oral & Written..., Investment Performance, Strengthening Client...
Education
Durham College
Journalism Diploma
Abbas Dewji Abbas Dewji's BMO Nesbitt Burns Experience February 2007 - May 2007
Job Business Analyst at CIBC
Industry Financial Services
Experience
CIBC January 2014 - Present
IC Capital May 2013 - Present
EZ Archiving May 2007 - December 2013
BMO Nesbitt Burns February 2007 - May 2007
TD September 2006 - November 2006
Skills
Canadian Securities..., Project Management, Process Improvement, Microsoft Office, Business Analysis, Customer Service, Microsoft Excel, Program Management, Risk Management, Vendor Management, Troubleshooting, Analysis
Education
Ryerson University 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Humber College 2008 — 2009
Business Administration
Humber College 2004 — 2007
Business Management, Financial Services
CIBC January 2014 - Present
IC Capital May 2013 - Present
EZ Archiving May 2007 - December 2013
BMO Nesbitt Burns February 2007 - May 2007
TD September 2006 - November 2006
Skills
Canadian Securities..., Project Management, Process Improvement, Microsoft Office, Business Analysis, Customer Service, Microsoft Excel, Program Management, Risk Management, Vendor Management, Troubleshooting, Analysis
Education
Ryerson University 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Humber College 2008 — 2009
Business Administration
Humber College 2004 — 2007
Business Management, Financial Services
Diana Magimbi Diana Magimbi's BMO Nesbitt Burns Experience January 2012 - April 2012
Job Customer Service Representative at RBC
Industry Financial Services
Experience
RBC July 2014 - Present
George Brown College September 2013 - Present
George Brown College January 2013 - August 2013
George Brown College September 2012 - December 2012
George Brown College September 2010 - August 2012
BMO Nesbitt Burns January 2012 - April 2012
Skills
PowerPoint, Customer Service, Research, Microsoft Office, Event Planning, Social Media, Teamwork, Public Speaking, Teaching, Microsoft Word, Microsoft Excel, English, Strategic Planning, Analysis, Typing, People Skills, Social Networking, Time Management
Education
George Brown College 2010 — 2013
Accounting and Finance
Canadian Securities Institute
Canadian Securities Course (CSC)
RBC July 2014 - Present
George Brown College September 2013 - Present
George Brown College January 2013 - August 2013
George Brown College September 2012 - December 2012
George Brown College September 2010 - August 2012
BMO Nesbitt Burns January 2012 - April 2012
Skills
PowerPoint, Customer Service, Research, Microsoft Office, Event Planning, Social Media, Teamwork, Public Speaking, Teaching, Microsoft Word, Microsoft Excel, English, Strategic Planning, Analysis, Typing, People Skills, Social Networking, Time Management
Education
George Brown College 2010 — 2013
Accounting and Finance
Canadian Securities Institute
Canadian Securities Course (CSC)
Caroline Côté's BMO Nesbitt Burns Experience June 1999 - June 2000
Job Directrice, Investissements, Fonds Québec
Industry Financial Services
Experience
Caisse de d September 2010 - Present
Caisse de dépôt et placement du Québec April 2002 - August 2010
Merrill Lynch June 2000 - November 2001
BMO Nesbitt Burns June 1999 - June 2000
Education
HEC Montréal
Caisse de d September 2010 - Present
Caisse de dépôt et placement du Québec April 2002 - August 2010
Merrill Lynch June 2000 - November 2001
BMO Nesbitt Burns June 1999 - June 2000
Education
HEC Montréal
Catherine Laurin, CFA Catherine Laurin, CFA's BMO Nesbitt Burns Experience 1997 - Present
Job VicePresident & Portfolio Manager at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns 1997 - Present
Skills
Portfolio Management, Estate Planning, High Net Worth..., Wealth Management, Investments, Wealth Management..., Financial Services, Investment Strategies, Investment Advisory, Retirement, Asset Allocation, Wealth
Education
CFA Institute
Chartered Financial Analyst, Finance
HEC Montreal
B.A.A, Finance, Marketing
Jean de Brébeuf
DEC, Administration
BMO Nesbitt Burns 1997 - Present
Skills
Portfolio Management, Estate Planning, High Net Worth..., Wealth Management, Investments, Wealth Management..., Financial Services, Investment Strategies, Investment Advisory, Retirement, Asset Allocation, Wealth
Education
CFA Institute
Chartered Financial Analyst, Finance
HEC Montreal
B.A.A, Finance, Marketing
Jean de Brébeuf
DEC, Administration
Stephen M. Toth Stephen M. Toth's BMO Nesbitt Burns Experience 1998 - 2002
Job
Industry Real Estate
Experience
The LIRO Group October 2012 - Present
NEW JERSEY’S SCIENCE & TECHNOLOGY UNIVERSITY PEOPLE TO BUSINESS (P2B) TALENT NETWORK August 2011 - Present
Quantex Laboratories October 2012 - September 2013
WestLB Bank October 2006 - July 2011
Bank of America Securities Inc. March 2004 - August 2006
Lehman Brothers Holdings Inc. October 2000 - March 2004
BMO Nesbitt Burns 1998 - 2002
NatWest Markets 1994 - 1998
HYM Financial Securities December 1993 - April 1994
Fitch Investors June 1988 - December 1993
Skills
Risk Management, Mergers, Hedge Funds, Financial Analysis, Due Diligence, Capital Markets, Fixed Income, Finance
Education
Fairleigh Dickinson University 1990 — 1992
MBA, Accounting
Fairleigh Dickinson University 1980 — 1985
BS, Economics & Finance
Bergen Catholic High School
The LIRO Group October 2012 - Present
NEW JERSEY’S SCIENCE & TECHNOLOGY UNIVERSITY PEOPLE TO BUSINESS (P2B) TALENT NETWORK August 2011 - Present
Quantex Laboratories October 2012 - September 2013
WestLB Bank October 2006 - July 2011
Bank of America Securities Inc. March 2004 - August 2006
Lehman Brothers Holdings Inc. October 2000 - March 2004
BMO Nesbitt Burns 1998 - 2002
NatWest Markets 1994 - 1998
HYM Financial Securities December 1993 - April 1994
Fitch Investors June 1988 - December 1993
Skills
Risk Management, Mergers, Hedge Funds, Financial Analysis, Due Diligence, Capital Markets, Fixed Income, Finance
Education
Fairleigh Dickinson University 1990 — 1992
MBA, Accounting
Fairleigh Dickinson University 1980 — 1985
BS, Economics & Finance
Bergen Catholic High School
Krista Holloway Deacon, MBA Krista Holloway Deacon, MBA's BMO Nesbitt Burns Experience February 2005 - July 2011
Job Investment Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod July 2013 - Present
RBC Dominion Securities August 2011 - August 2012
BMO Nesbitt Burns February 2005 - July 2011
Skills
Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Mutual Funds
Education
Queen's University - MBA 2009 — 2011
MBA, Business
Ecole supérieure de Commerce de Rennes / ESC Rennes 2003 — 2004
Business, Business
Memorial University of Newfoundland - B.Comm 1999 — 2004
B.Comm, Finance
ScotiaMcLeod July 2013 - Present
RBC Dominion Securities August 2011 - August 2012
BMO Nesbitt Burns February 2005 - July 2011
Skills
Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Mutual Funds
Education
Queen's University - MBA 2009 — 2011
MBA, Business
Ecole supérieure de Commerce de Rennes / ESC Rennes 2003 — 2004
Business, Business
Memorial University of Newfoundland - B.Comm 1999 — 2004
B.Comm, Finance
Marie-France Auger, CFA, PRM Marie-France Auger, CFA, PRM's BMO Nesbitt Burns Experience 2000 - 2001
Job Investment Management Professional
Industry Investment Management
Experience
Caisse de dépôt et placement du Québec November 2008 - April 2009
State Street Associates October 2006 - November 2007
Bombardier Inc. June 2002 - June 2006
BMO Nesbitt Burns 2000 - 2001
Education
Université de Montréal - HEC Montréal 1999 — 2002
BAA, Finance
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule
Université de Montréal 1996 — 1999
BSc, Biochemistry
Caisse de dépôt et placement du Québec November 2008 - April 2009
State Street Associates October 2006 - November 2007
Bombardier Inc. June 2002 - June 2006
BMO Nesbitt Burns 2000 - 2001
Education
Université de Montréal - HEC Montréal 1999 — 2002
BAA, Finance
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule
Université de Montréal 1996 — 1999
BSc, Biochemistry
Edgar Reapolov Edgar Reapolov's BMO Nesbitt Burns Experience September 2012 - December 2012
Job Treasurer at John Francis Young Club at CGG
Industry Military
Experience
John Francis Young Club at CGG September 2012 - Present
Canadian Forces January 2011 - Present
BMO Nesbitt Burns September 2012 - December 2012
CF Reserves April 2012 - September 2012
StarTax Management March 2011 - May 2011
Skills
Operational Planning, Military Operations, Command, Military Training, Force Protection, Government, Accounting, Security Clearance, Tactics, National Security, Military Experience, Defence, Finance, Income Tax
Education
Concordia University 2011 — 2016
B.Comm, Accounting and Finance
CEGEP LASALLE 2008 — 2011
DEC, Accountancy
John Francis Young Club at CGG September 2012 - Present
Canadian Forces January 2011 - Present
BMO Nesbitt Burns September 2012 - December 2012
CF Reserves April 2012 - September 2012
StarTax Management March 2011 - May 2011
Skills
Operational Planning, Military Operations, Command, Military Training, Force Protection, Government, Accounting, Security Clearance, Tactics, National Security, Military Experience, Defence, Finance, Income Tax
Education
Concordia University 2011 — 2016
B.Comm, Accounting and Finance
CEGEP LASALLE 2008 — 2011
DEC, Accountancy
Jahne Baboulas Jahne Baboulas's BMO Nesbitt Burns Experience December 2011 - April 2012
Job Owner and Founder at J.A.B. Legal Services
Industry Legal Services
Experience
J.A.B. Legal Services June 2013 - Present
ATD Legal Services Professional Corporation January 2013 - July 2013
Wigle Vence Paralegal Services Professional Corporation January 2011 - June 2013
BMO Nesbitt Burns December 2011 - April 2012
Koprich Paralegal Services August 2010 - October 2010
Van Weert, Barrister and Solicitor October 2008 - August 2010
Skills
Legal Research, Legal Assistance, Civil Litigation, Legal Writing, Pleadings, Courts, Mediation, Alternative Dispute..., Document Drafting, Criminal Law, Family Law, Legal Documents, Litigation, Hearings, Litigation Support, Human Rights, Paralegals, Document Review, Small Claims, Enforcements, Administrative Law, Motions, Westlaw, Legal Issues, Contract Law, Legal Advice, Torts, Trials, Quicklaw, Commercial Litigation, eDiscovery, Lexis
Education
Humber College 2011 — 2012
Postgraduate Certificate, Financial Planning
George Brown College 2008 — 2011
French Certificate Program, French language
Humber College 2007 — 2011
Bachelor of Applied Arts, Paralegal Studies
J.A.B. Legal Services June 2013 - Present
ATD Legal Services Professional Corporation January 2013 - July 2013
Wigle Vence Paralegal Services Professional Corporation January 2011 - June 2013
BMO Nesbitt Burns December 2011 - April 2012
Koprich Paralegal Services August 2010 - October 2010
Van Weert, Barrister and Solicitor October 2008 - August 2010
Skills
Legal Research, Legal Assistance, Civil Litigation, Legal Writing, Pleadings, Courts, Mediation, Alternative Dispute..., Document Drafting, Criminal Law, Family Law, Legal Documents, Litigation, Hearings, Litigation Support, Human Rights, Paralegals, Document Review, Small Claims, Enforcements, Administrative Law, Motions, Westlaw, Legal Issues, Contract Law, Legal Advice, Torts, Trials, Quicklaw, Commercial Litigation, eDiscovery, Lexis
Education
Humber College 2011 — 2012
Postgraduate Certificate, Financial Planning
George Brown College 2008 — 2011
French Certificate Program, French language
Humber College 2007 — 2011
Bachelor of Applied Arts, Paralegal Studies
Kurt McLeod Kurt McLeod's BMO Nesbitt Burns Experience November 2014 - Present
Job Building multigenerational wealth for a connected network of business leaders and their families.
Industry Investment Management
Experience
BMO Nesbitt Burns November 2014 - Present
Film and Television Industry 2007 - 2014
Loeb & Loeb LLP 2007 - 2007
United Talent Agency 2006 - 2006
Skills
Legal Writing, Legal Research, Westlaw, Research, Corporate Law, Public Speaking, Investment Management, Investment Advisory, Wealth Management..., Estate Tax Planning, Insurance Planning, Capital Markets, Estate Law, Fixed Income Strategies, Financial Planning, Financial Management..., Television
Education
University of Toronto 2010 — 2014
Doctor of Law (J.D.), Law
London Film School 2007 — 2009
Master's Degree, Screenwriting
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
BMO Nesbitt Burns November 2014 - Present
Film and Television Industry 2007 - 2014
Loeb & Loeb LLP 2007 - 2007
United Talent Agency 2006 - 2006
Skills
Legal Writing, Legal Research, Westlaw, Research, Corporate Law, Public Speaking, Investment Management, Investment Advisory, Wealth Management..., Estate Tax Planning, Insurance Planning, Capital Markets, Estate Law, Fixed Income Strategies, Financial Planning, Financial Management..., Television
Education
University of Toronto 2010 — 2014
Doctor of Law (J.D.), Law
London Film School 2007 — 2009
Master's Degree, Screenwriting
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Nicholas Grey's BMO Nesbitt Burns Experience February 2015 - May 2015
Job Financial Advisor at Scotiabank
Industry Financial Services
Experience
BMO Nesbitt Burns February 2015 - May 2015
Jbeily Auto Sale/Rust Check August 2014 - December 2014
Nemesis Security May 2013 - January 2014
Max Contracting May 2010 - September 2012
Cara Operations June 2007 - September 2009
Skills
Microsoft Word, Leadership, Strategic Planning, Time Management, Microsoft Office, Microsoft Excel, Coaching, Finance, Teamwork
Education
Humber College 2013 — 2015
Business Management - Financial Services Diploma, 86% GPA
BMO Nesbitt Burns February 2015 - May 2015
Jbeily Auto Sale/Rust Check August 2014 - December 2014
Nemesis Security May 2013 - January 2014
Max Contracting May 2010 - September 2012
Cara Operations June 2007 - September 2009
Skills
Microsoft Word, Leadership, Strategic Planning, Time Management, Microsoft Office, Microsoft Excel, Coaching, Finance, Teamwork
Education
Humber College 2013 — 2015
Business Management - Financial Services Diploma, 86% GPA
Martin Theodore, CIM®'s BMO Nesbitt Burns Experience May 2008 - October 2014
Job Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy October 2014 - Present
BMO Nesbitt Burns May 2008 - October 2014
Martin Theodore November 2007 - May 2008
Coronet Insurance Agencies Ltd September 1987 - November 2007
Skills
CIM® (Chartered..., gestionnaire de..., Asset Management, Wealth Management, Wealth, Bonds, Fee Based Advisory, Insurance, Asset Managment, Financial Services, Investments, Investment Strategies, Mutual Funds, Investment Advisory, Finance, Securities, Strategy, Portfolio Management, Equities, Investment Management, Relationship Management, Fixed Income
Education
Concordia University 2000 — 2009
Bcomm
Canadian Securities Institute 2008 — 2010
Chartered Investment Manager, CIM®
Concordia University 1984 — 1987
Vanier College 1982 — 1984
CIBC Wood Gundy October 2014 - Present
BMO Nesbitt Burns May 2008 - October 2014
Martin Theodore November 2007 - May 2008
Coronet Insurance Agencies Ltd September 1987 - November 2007
Skills
CIM® (Chartered..., gestionnaire de..., Asset Management, Wealth Management, Wealth, Bonds, Fee Based Advisory, Insurance, Asset Managment, Financial Services, Investments, Investment Strategies, Mutual Funds, Investment Advisory, Finance, Securities, Strategy, Portfolio Management, Equities, Investment Management, Relationship Management, Fixed Income
Education
Concordia University 2000 — 2009
Bcomm
Canadian Securities Institute 2008 — 2010
Chartered Investment Manager, CIM®
Concordia University 1984 — 1987
Vanier College 1982 — 1984
Hugo Brunet's BMO Nesbitt Burns Experience March 2012 - July 2015
Job Private Advisor at National Bank Private Wealth 1859
Industry Investment Management
Experience
National Bank Financial August 2015 - Present
BMO Nesbitt Burns March 2012 - July 2015
BMO Nesbitt Burns August 2010 - February 2012
BMO February 2010 - July 2010
Skills
Microsoft Office, Customer Service, English, ThomsonOne, Charles River IMS, Maximizer, Bloomberg, Salesforce.com, Paltrak, Trading, Asset Allocation, Business Development, Strategic Financial..., Capital Markets, Risk Management, Wealth Management..., Alternative Investments, Asset Management, Equity Research, Investment Strategies
Education
HEC Montréal 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
HEC Montréal 2010 — 2011
Certificate, Financial Planning and Services
National Bank Financial August 2015 - Present
BMO Nesbitt Burns March 2012 - July 2015
BMO Nesbitt Burns August 2010 - February 2012
BMO February 2010 - July 2010
Skills
Microsoft Office, Customer Service, English, ThomsonOne, Charles River IMS, Maximizer, Bloomberg, Salesforce.com, Paltrak, Trading, Asset Allocation, Business Development, Strategic Financial..., Capital Markets, Risk Management, Wealth Management..., Alternative Investments, Asset Management, Equity Research, Investment Strategies
Education
HEC Montréal 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
HEC Montréal 2010 — 2011
Certificate, Financial Planning and Services
Beatrice Ip Yam Beatrice Ip Yam's BMO Nesbitt Burns Experience 2007 - 2009
Job Sales Representative at Unilever
Industry Marketing and Advertising
Experience
Unilever April 2014 - Present
BOOM! Marketing January 2009 - April 2014
BMO May 2011 - October 2011
BMO Nesbitt Burns 2007 - 2009
Skills
Social Skills, Creativity, Customer Service, Promotions, Customer Engagement, Keen Listener, Teamwork, Presentations, Entrepreneurship, Foreign Languages, Marketing, Team Building, Social Media Marketing, Marketing Research, Market Research
Education
John Molson School of Business(Concordia University) 2010 — 2014
Bachelor of Commerce (BCom), Marketing
Kufstein Tirol University 2013 — 2013
Student exchange
Ecole supérieure des Sciences commerciales d'Angers 2012 — 2012
Student Exchange in Shanghai, Marketing/International Business
Champlain College Saint-Lambert 2008 — 2010
DEC-Career Program, World Studies-Honours Roll
Unilever April 2014 - Present
BOOM! Marketing January 2009 - April 2014
BMO May 2011 - October 2011
BMO Nesbitt Burns 2007 - 2009
Skills
Social Skills, Creativity, Customer Service, Promotions, Customer Engagement, Keen Listener, Teamwork, Presentations, Entrepreneurship, Foreign Languages, Marketing, Team Building, Social Media Marketing, Marketing Research, Market Research
Education
John Molson School of Business(Concordia University) 2010 — 2014
Bachelor of Commerce (BCom), Marketing
Kufstein Tirol University 2013 — 2013
Student exchange
Ecole supérieure des Sciences commerciales d'Angers 2012 — 2012
Student Exchange in Shanghai, Marketing/International Business
Champlain College Saint-Lambert 2008 — 2010
DEC-Career Program, World Studies-Honours Roll
Samer Chebly's BMO Nesbitt Burns Experience May 2014 - Present
Job PCD Administrative Assistant at BMO Nesbitt Burns
Industry Capital Markets
Experience
BMO Nesbitt Burns May 2014 - Present
Fix Auto Mississauga East o/o by Dixie Collision Centre Inc. June 2013 - September 2014
Northern Valet September 2012 - September 2013
Fix Auto Mississauga East o/o by Dixie Collision Centre Ltd. August 2006 - May 2013
Urban Planet August 2010 - March 2011
401 Dixie Suzuki February 2009 - February 2011
Skills
Punctuation, Committed to..., Work Ethic, Always Willing to Learn, Customer Service, Time Management, Econometrics, Economic Research, MS Excel, STATA, Social Networking, MS PowerPoint, QuickBooks, SPSS, Energetic team player, Exceptional versatility..., Negotiation, Customer Satisfaction, Learn New Software..., Passion for Success, MS Word, Milling, Lathe, Microsoft Excel
Education
Ryerson University 2011 — 2015
Bachelor's Degree, International Economics and Finance
Georgian College 2011 — 2011
Certificate of Achievement in Automotive Studies – Sales Leadership, Automotive Sales
Mentor College 2007 — 2011
BMO Nesbitt Burns May 2014 - Present
Fix Auto Mississauga East o/o by Dixie Collision Centre Inc. June 2013 - September 2014
Northern Valet September 2012 - September 2013
Fix Auto Mississauga East o/o by Dixie Collision Centre Ltd. August 2006 - May 2013
Urban Planet August 2010 - March 2011
401 Dixie Suzuki February 2009 - February 2011
Skills
Punctuation, Committed to..., Work Ethic, Always Willing to Learn, Customer Service, Time Management, Econometrics, Economic Research, MS Excel, STATA, Social Networking, MS PowerPoint, QuickBooks, SPSS, Energetic team player, Exceptional versatility..., Negotiation, Customer Satisfaction, Learn New Software..., Passion for Success, MS Word, Milling, Lathe, Microsoft Excel
Education
Ryerson University 2011 — 2015
Bachelor's Degree, International Economics and Finance
Georgian College 2011 — 2011
Certificate of Achievement in Automotive Studies – Sales Leadership, Automotive Sales
Mentor College 2007 — 2011
Navneet Dhami Navneet Dhami's BMO Nesbitt Burns Experience July 2014 - December 2014
Job Experienced Operations Manager Seeking new opportunities
Industry Investment Banking
Experience
BMO Nesbitt Burns July 2014 - December 2014
RBS Global Banking & Markets September 2007 - June 2013
Kotak Securities March 2006 - September 2007
Skills
Investment Banking, Middle Office, Fixed Income, Capital Markets, Trading, Securities, Settlement, Trading Systems, Banking, Bonds, Collateral Management, Operational Risk, Money Market, Reference Data, Back Office, Financial Markets, SWIFT payments, Cash Management
Education
The Humber Business School 2014 — 2015
Post Graduate Certificate, Global Business Management
Wellingkers Institute of Management 2008 — 2010
Post Graduate Diploma, Business Administration and Management, General
Mahatma Gandhi University 1998 — 2000
Bachelor of Commerce (BCom), Accounts
BMO Nesbitt Burns July 2014 - December 2014
RBS Global Banking & Markets September 2007 - June 2013
Kotak Securities March 2006 - September 2007
Skills
Investment Banking, Middle Office, Fixed Income, Capital Markets, Trading, Securities, Settlement, Trading Systems, Banking, Bonds, Collateral Management, Operational Risk, Money Market, Reference Data, Back Office, Financial Markets, SWIFT payments, Cash Management
Education
The Humber Business School 2014 — 2015
Post Graduate Certificate, Global Business Management
Wellingkers Institute of Management 2008 — 2010
Post Graduate Diploma, Business Administration and Management, General
Mahatma Gandhi University 1998 — 2000
Bachelor of Commerce (BCom), Accounts
Nicholas Savas Nicholas Savas's BMO Nesbitt Burns Experience June 2010 - August 2010
Job Financial Services Representative at TD
Industry Banking
Experience
TD February 2013 - Present
TD July 2011 - February 2013
Group 4 Security Services June 2008 - June 2011
BMO Nesbitt Burns June 2010 - August 2010
Staples Business Depot September 2005 - May 2008
Education
York University
Bachelor of Business Administration (BBA), Finance
Humber College 2010 — 2011
Business Marketing
Canadian Securities Institute
Investment Funds in Canada
Canadian Securities Institute
Canadian Securities Course
TD February 2013 - Present
TD July 2011 - February 2013
Group 4 Security Services June 2008 - June 2011
BMO Nesbitt Burns June 2010 - August 2010
Staples Business Depot September 2005 - May 2008
Education
York University
Bachelor of Business Administration (BBA), Finance
Humber College 2010 — 2011
Business Marketing
Canadian Securities Institute
Investment Funds in Canada
Canadian Securities Institute
Canadian Securities Course
Andrey Timofeev, CPA, CGA's BMO Nesbitt Burns Experience November 2000 - July 2002
Job Senior Manager, Finance at Canadian Breast Cancer Foundation
Industry Public Relations and Communications
Experience
Canadian Breast Cancer Foundation June 2015 - Present
Canadian Breast Cancer Foundation November 2013 - May 2015
Canadian Breast Cancer Foundation November 2011 - October 2013
CNW Group December 2007 - June 2011
CNW Group October 2004 - December 2007
Just Energy August 2002 - August 2004
BMO Nesbitt Burns November 2000 - July 2002
Foundation for International Community Assistance (FINCA) May 1997 - June 2000
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Variance Analysis, Account Reconciliation, Forecasting, Accounts Payable, Accounts Receivable, Budgets, Strategic Financial..., Analysis, IFRS, Finance, General Ledger, Auditing, Management, Microsoft Office, Financial Modeling, Teamwork, Risk Management, GAAP, Cash Management, Great Plains Software, Cash Flow, Access, Accruals, Fixed Assets, Bookkeeping, Leadership, Microsoft Dynamics GP
Education
George Brown College 2001 — 2002
Accounting
Kyrgyz State University, School of Foreign Languages 1988 — 1993
BA, English
Humber College
Canadian Breast Cancer Foundation June 2015 - Present
Canadian Breast Cancer Foundation November 2013 - May 2015
Canadian Breast Cancer Foundation November 2011 - October 2013
CNW Group December 2007 - June 2011
CNW Group October 2004 - December 2007
Just Energy August 2002 - August 2004
BMO Nesbitt Burns November 2000 - July 2002
Foundation for International Community Assistance (FINCA) May 1997 - June 2000
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Variance Analysis, Account Reconciliation, Forecasting, Accounts Payable, Accounts Receivable, Budgets, Strategic Financial..., Analysis, IFRS, Finance, General Ledger, Auditing, Management, Microsoft Office, Financial Modeling, Teamwork, Risk Management, GAAP, Cash Management, Great Plains Software, Cash Flow, Access, Accruals, Fixed Assets, Bookkeeping, Leadership, Microsoft Dynamics GP
Education
George Brown College 2001 — 2002
Accounting
Kyrgyz State University, School of Foreign Languages 1988 — 1993
BA, English
Humber College
Laura Crozier, CFA, MBA's BMO Nesbitt Burns Experience 1992 - 1998
Job Director, Product Marketing, Financial Markets Compliance, at NICE Actimize
Industry Financial Services
Experience
NICE Actimize June 2014 - Present
Intralinks April 2012 - May 2014
InfoSecure 2010 - 2011
Women in Capital Markets 2009 - 2010
RBC Financial Group and RBC Investor Services 2005 - 2009
RBC 2003 - 2005
RBC 2002 - 2003
Synergy Asset Management (now CI Investments) 1998 - 2002
BMO Nesbitt Burns 1992 - 1998
Skills
Product Management, Strategy, Product Marketing, Enterprise Software, Business Strategy, B2B, Competitive Analysis, Management, Leadership, Cross-functional Team..., Change Management, Strategic Partnerships, Program Management, Financial Services, SaaS, Marketing Strategy, Project Management, Sales Enablement, Investments, Marketing
Education
CFA Institute
CFA
Concordia University
MBA
University of Toronto - Victoria University
BA
NICE Actimize June 2014 - Present
Intralinks April 2012 - May 2014
InfoSecure 2010 - 2011
Women in Capital Markets 2009 - 2010
RBC Financial Group and RBC Investor Services 2005 - 2009
RBC 2003 - 2005
RBC 2002 - 2003
Synergy Asset Management (now CI Investments) 1998 - 2002
BMO Nesbitt Burns 1992 - 1998
Skills
Product Management, Strategy, Product Marketing, Enterprise Software, Business Strategy, B2B, Competitive Analysis, Management, Leadership, Cross-functional Team..., Change Management, Strategic Partnerships, Program Management, Financial Services, SaaS, Marketing Strategy, Project Management, Sales Enablement, Investments, Marketing
Education
CFA Institute
CFA
Concordia University
MBA
University of Toronto - Victoria University
BA
Christian Noël Christian Noël's BMO Nesbitt Burns Experience September 1999 - August 2005
Job Head of National Sales at Globevest Capital
Industry Financial Services
Experience
Globevest Capital August 2014 - Present
Richardson GMP Limited August 2005 - July 2014
BMO Nesbitt Burns September 1999 - August 2005
Skills
Alternative Investments, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Private Equity Funding, Asset Managment, Financial Advisory, Wealth, Estate Planning, High Net Worth..., Finance, Portfolio Management, Investment Advisory, Investment Strategies, Investments, Equities
Education
1996 — 2000
B.A.A, Finance and Marketing
Collège André Grasset 1994 — 1995
Diplôme Études Collégiales
Globevest Capital August 2014 - Present
Richardson GMP Limited August 2005 - July 2014
BMO Nesbitt Burns September 1999 - August 2005
Skills
Alternative Investments, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Private Equity Funding, Asset Managment, Financial Advisory, Wealth, Estate Planning, High Net Worth..., Finance, Portfolio Management, Investment Advisory, Investment Strategies, Investments, Equities
Education
1996 — 2000
B.A.A, Finance and Marketing
Collège André Grasset 1994 — 1995
Diplôme Études Collégiales
Edward Madell Edward Madell's BMO Nesbitt Burns Experience April 2001 - May 2004
Job Chief Financial Officer at Continental Properties Company, Inc.
Industry Real Estate
Experience
Continental Properties Company, Inc. October 2012 - Present
Plaisance Advisors September 2010 - September 2012
Flourish Bakery Cafe May 2010 - October 2011
Kimball Hill July 2007 - March 2009
Kimball Hill Homes May 2004 - July 2007
BMO Nesbitt Burns April 2001 - May 2004
Paul Davis Restoration September 1999 - March 2001
BMO Nesbitt Burns May 1996 - September 1999
Harris Bank March 1993 - May 1996
Skills
Real Estate Development, Capital Structuring, Investor Relations, Investor Presentations, Treasury Management, Strategic Planning, Cash Flow Forecasting, Business Planning, Business Process..., Corporate Communications, Debt Restructuring, Real Estate Private..., Bank Relationship..., Board Presentations, Cross-functional Team..., Long Range Planning, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1998
MBA, Entrepreneurship / Economics
University of Illinois at Chicago
BA, History
Continental Properties Company, Inc. October 2012 - Present
Plaisance Advisors September 2010 - September 2012
Flourish Bakery Cafe May 2010 - October 2011
Kimball Hill July 2007 - March 2009
Kimball Hill Homes May 2004 - July 2007
BMO Nesbitt Burns April 2001 - May 2004
Paul Davis Restoration September 1999 - March 2001
BMO Nesbitt Burns May 1996 - September 1999
Harris Bank March 1993 - May 1996
Skills
Real Estate Development, Capital Structuring, Investor Relations, Investor Presentations, Treasury Management, Strategic Planning, Cash Flow Forecasting, Business Planning, Business Process..., Corporate Communications, Debt Restructuring, Real Estate Private..., Bank Relationship..., Board Presentations, Cross-functional Team..., Long Range Planning, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1998
MBA, Entrepreneurship / Economics
University of Illinois at Chicago
BA, History
Mark A Herman Mark A Herman's BMO Nesbitt Burns Experience August 1997 - January 2003
Job SVP & Manager Corporate and Commercial Lending
Industry Banking
Experience
U.S. Bank June 2015 - Present
BBVA Compass April 2012 - June 2015
Fifth Third Bank December 2010 - March 2012
KeyBank March 2007 - April 2010
Key Bank April 2006 - March 2007
Key Bank October 2004 - April 2006
Washington Mutual Bank January 2003 - July 2004
BMO Nesbitt Burns August 1997 - January 2003
First Security Bank (now Wells Fargo Bank) February 1996 - August 1997
First Security Bank April 1995 - February 1996
Skills
Financial Analysis, Credit Analysis, Commercial Lending, Credit, Loans, Capital Markets, Small Business Lending, Banking, Treasury Management, Middle Market, Commercial Banking
Education
Denver Access
Eastern Illinois University
BS, Finance
U.S. Bank June 2015 - Present
BBVA Compass April 2012 - June 2015
Fifth Third Bank December 2010 - March 2012
KeyBank March 2007 - April 2010
Key Bank April 2006 - March 2007
Key Bank October 2004 - April 2006
Washington Mutual Bank January 2003 - July 2004
BMO Nesbitt Burns August 1997 - January 2003
First Security Bank (now Wells Fargo Bank) February 1996 - August 1997
First Security Bank April 1995 - February 1996
Skills
Financial Analysis, Credit Analysis, Commercial Lending, Credit, Loans, Capital Markets, Small Business Lending, Banking, Treasury Management, Middle Market, Commercial Banking
Education
Denver Access
Eastern Illinois University
BS, Finance
Alex Batler Alex Batler's BMO Nesbitt Burns Experience November 2010 - May 2011
Job Managing Partner at Latoplast Ltd
Industry Wholesale
Experience
Latoplast Ltd July 2011 - Present
BMO Nesbitt Burns November 2010 - May 2011
Latoplast Ltd. May 2010 - October 2010
Latoplast Ltd December 2007 - August 2008
Doseong Elementary School March 2006 - December 2007
Speakeasy Magazine August 2005 - December 2007
LCI Kids Club August 2005 - August 2006
Kappa Alpha Literary Society Inc September 2004 - June 2005
Skills
Investments, Trading, Client Communication, Promotions, Advertising, Analysis, Business Strategy, Competitive Analysis, E-commerce, Finance, Financial Modeling, Management, Marketing, Marketing Strategy, Project Management, Strategic Planning, Strategy
Education
Schulich School of Business, York University 2008 — 2010
Master, Business Administration; Finance
Concordia University 2001 — 2005
Bachelor of Arts, Economics; Political Science
Latoplast Ltd July 2011 - Present
BMO Nesbitt Burns November 2010 - May 2011
Latoplast Ltd. May 2010 - October 2010
Latoplast Ltd December 2007 - August 2008
Doseong Elementary School March 2006 - December 2007
Speakeasy Magazine August 2005 - December 2007
LCI Kids Club August 2005 - August 2006
Kappa Alpha Literary Society Inc September 2004 - June 2005
Skills
Investments, Trading, Client Communication, Promotions, Advertising, Analysis, Business Strategy, Competitive Analysis, E-commerce, Finance, Financial Modeling, Management, Marketing, Marketing Strategy, Project Management, Strategic Planning, Strategy
Education
Schulich School of Business, York University 2008 — 2010
Master, Business Administration; Finance
Concordia University 2001 — 2005
Bachelor of Arts, Economics; Political Science
David MacGillivray David MacGillivray's BMO Nesbitt Burns Experience 2008 - 2013
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
The Halifax Club November 2013 - Present
CIBC Wood Gundy July 2013 - Present
BMO Nesbitt Burns 2008 - 2013
AstraZeneca May 2004 - June 2008
Sanofi-Synthelabo August 2001 - August 2004
Pfizer 2000 - 2001
Parke Davis Pharmaceuticals- Warner Lambert 1998 - 2001
Warner Lambert-Parke Davis 1997 - 2000
Skills
Financial Planning, Retirement Planning, Estate Planning, Tax Strategies, Investments, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Planning, CRM, Disability Insurance, Employee Benefits, Equities, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investment Management, Leadership, Management, Marketing, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Pensions, Recruiting, Relationship Management, Retirement, Risk Management, Securities, Small Business, Strategic Planning, Tax, Wealth Management, Project Management, Sales, Strategic Financial..., Wealth
Education
Dalhousie University 1995 — 1997
MBA
St. Francis Xavier University 1986 — 1995
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
The Halifax Club November 2013 - Present
CIBC Wood Gundy July 2013 - Present
BMO Nesbitt Burns 2008 - 2013
AstraZeneca May 2004 - June 2008
Sanofi-Synthelabo August 2001 - August 2004
Pfizer 2000 - 2001
Parke Davis Pharmaceuticals- Warner Lambert 1998 - 2001
Warner Lambert-Parke Davis 1997 - 2000
Skills
Financial Planning, Retirement Planning, Estate Planning, Tax Strategies, Investments, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Planning, CRM, Disability Insurance, Employee Benefits, Equities, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Insurance, Investment Advisory, Investment Strategies, Investment Management, Leadership, Management, Marketing, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Pensions, Recruiting, Relationship Management, Retirement, Risk Management, Securities, Small Business, Strategic Planning, Tax, Wealth Management, Project Management, Sales, Strategic Financial..., Wealth
Education
Dalhousie University 1995 — 1997
MBA
St. Francis Xavier University 1986 — 1995
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Carl Dussault's BMO Nesbitt Burns Experience April 2010 - October 2011
Job Investment Analyst
Industry Investment Management
Experience
Intact Investment Management October 2012 - Present
BMO Nesbitt Burns April 2010 - October 2011
BMO Nesbitt Burns April 2008 - April 2010
Education
HEC Montréal 2011 — 2012
Master's degree, Finance
HEC Montréal 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Intact Investment Management October 2012 - Present
BMO Nesbitt Burns April 2010 - October 2011
BMO Nesbitt Burns April 2008 - April 2010
Education
HEC Montréal 2011 — 2012
Master's degree, Finance
HEC Montréal 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Alana Magli Alana Magli's BMO Nesbitt Burns Experience May 2011 - June 2011
Job Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2014 - Present
McDonough School of Business Academic Council April 2012 - May 2014
Georgetown University Hedge Fund Strategies Group January 2012 - May 2014
Georgetown University Alumni & Student Federal Credit Union January 2011 - May 2014
Financial Management Association April 2013 - April 2014
Deutsche Bank June 2013 - August 2013
McDonough Alumni Mentor Program April 2012 - April 2013
BMO Nesbitt Burns May 2011 - June 2011
Splash Swimming 2009 - 2010
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Double Major: Finance and International Business, Magna Cum Laude
Deutsche Bank July 2014 - Present
McDonough School of Business Academic Council April 2012 - May 2014
Georgetown University Hedge Fund Strategies Group January 2012 - May 2014
Georgetown University Alumni & Student Federal Credit Union January 2011 - May 2014
Financial Management Association April 2013 - April 2014
Deutsche Bank June 2013 - August 2013
McDonough Alumni Mentor Program April 2012 - April 2013
BMO Nesbitt Burns May 2011 - June 2011
Splash Swimming 2009 - 2010
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Double Major: Finance and International Business, Magna Cum Laude
Cam di Prata Cam di Prata's BMO Nesbitt Burns Experience 1987 - 1995
Job Chairman & Chief Executive Officer at Gibraltar Ventures
Industry Financial Services
Experience
Gibraltar Ventures November 2013 - Present
and Trustee Director in non-profit sector June 2012 - Present
National Bank Financial 2006 - May 2012
National Bank Financial 2003 - 2006
Scotia Capital 2000 - 2003
Scotia Capital 1998 - 2000
Citibank Canada 1998 - 1998
Citibank 1995 - 1998
BMO Nesbitt Burns 1987 - 1995
Skills
Mergers & Acquisitions, Investment Banking, Management, Telecommunications, Corporate Finance, Investments, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Financial Analysis, Due Diligence, Mergers, Entrepreneurship, Venture Capital, Equities, Financial Services, Strategy, Business Development, Strategic Planning, Start-ups, Private Equity, Finance, Management Consulting, Business Strategy, Restructuring
Education
Western University 1985 — 1987
MBA, Finance
Concordia University 1980 — 1983
B.Comm, Accounting
Gibraltar Ventures November 2013 - Present
and Trustee Director in non-profit sector June 2012 - Present
National Bank Financial 2006 - May 2012
National Bank Financial 2003 - 2006
Scotia Capital 2000 - 2003
Scotia Capital 1998 - 2000
Citibank Canada 1998 - 1998
Citibank 1995 - 1998
BMO Nesbitt Burns 1987 - 1995
Skills
Mergers & Acquisitions, Investment Banking, Management, Telecommunications, Corporate Finance, Investments, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Financial Analysis, Due Diligence, Mergers, Entrepreneurship, Venture Capital, Equities, Financial Services, Strategy, Business Development, Strategic Planning, Start-ups, Private Equity, Finance, Management Consulting, Business Strategy, Restructuring
Education
Western University 1985 — 1987
MBA, Finance
Concordia University 1980 — 1983
B.Comm, Accounting
Erica Lomonaco Erica Lomonaco's BMO Nesbitt Burns Experience October 2010 - February 2011
Job Regional Sales Representative at First Asset
Industry Financial Services
Experience
First Asset May 2013 - Present
Renmark Financial Communications April 2011 - April 2013
BMO Nesbitt Burns October 2010 - February 2011
Bank of Montreal March 2007 - January 2009
JB Finishing May 2007 - September 2007
Skills
Strategic Financial..., Banking, Microsoft Office, QuickBooks, HTML, Microsoft Excel, Training, Customer Service, Investments, Financial Analysis, Portfolio Management, Business Strategy, Strategic Planning, Business Development, Account Management, Marketing, Finance, Management, Strategy, Marketing Strategy, Sales, Financial Planning
Education
Canadian Securities Institute 2007 — 2009
Certificate, CSC
George Brown College 2005 — 2009
Advanced Diploma, Business Administration
Notre Dame Secondary School 2000 — 2004
OSSD
First Asset May 2013 - Present
Renmark Financial Communications April 2011 - April 2013
BMO Nesbitt Burns October 2010 - February 2011
Bank of Montreal March 2007 - January 2009
JB Finishing May 2007 - September 2007
Skills
Strategic Financial..., Banking, Microsoft Office, QuickBooks, HTML, Microsoft Excel, Training, Customer Service, Investments, Financial Analysis, Portfolio Management, Business Strategy, Strategic Planning, Business Development, Account Management, Marketing, Finance, Management, Strategy, Marketing Strategy, Sales, Financial Planning
Education
Canadian Securities Institute 2007 — 2009
Certificate, CSC
George Brown College 2005 — 2009
Advanced Diploma, Business Administration
Notre Dame Secondary School 2000 — 2004
OSSD
Alexandra Soares Alexandra Soares's BMO Nesbitt Burns Experience March 2012 - October 2013
Job Senior Manager & HR Business Partner, FullService and Direct Investing at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group April 2015 - Present
BMO Financial Group October 2013 - Present
BMO Nesbitt Burns March 2012 - October 2013
TWC International Executive Search Limited August 2011 - March 2012
TWC International Executive Search Limited April 2008 - August 2011
TWC International Executive Search Ltd. April 2008 - June 2008
Skills
Recruiting, Business Development, Executive Search, Sourcing, Talent Acquisition, Internet Recruiting, Client management, Human Resources, Interviews, Technical Recruiting, Leadership, Business Strategy, Management Consulting
Education
Canadian Securities Institute 2013 — 2013
Canadian Securities Course
George Brown College 2007 — 2008
Post-Graduate Certification, Human Resources Management
Saint Mary's University 2001 — 2006
Bachelor of Arts, Criminology and Psychology
BMO Financial Group April 2015 - Present
BMO Financial Group October 2013 - Present
BMO Nesbitt Burns March 2012 - October 2013
TWC International Executive Search Limited August 2011 - March 2012
TWC International Executive Search Limited April 2008 - August 2011
TWC International Executive Search Ltd. April 2008 - June 2008
Skills
Recruiting, Business Development, Executive Search, Sourcing, Talent Acquisition, Internet Recruiting, Client management, Human Resources, Interviews, Technical Recruiting, Leadership, Business Strategy, Management Consulting
Education
Canadian Securities Institute 2013 — 2013
Canadian Securities Course
George Brown College 2007 — 2008
Post-Graduate Certification, Human Resources Management
Saint Mary's University 2001 — 2006
Bachelor of Arts, Criminology and Psychology
Marc-Antoine Longpré's BMO Nesbitt Burns Experience March 2010 - 2015
Job Cofounder @ Artshift.co
Industry Financial Services
Experience
Artshift September 2015 - Present
BMO Nesbitt Burns March 2010 - 2015
Skills
Wealth Management, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Strategic Financial..., Fixed Income, Capital Markets, Asset Management, Equities, Bloomberg, Derivatives, Valuation, Financial Modeling, Financial Analysis, Banking, Trading, Risk Management, Business Strategy, Strategic Planning, New Business Development, Retirement Planning, Mutual Funds
Education
HEC Montréal
Gestion Financière
Artshift September 2015 - Present
BMO Nesbitt Burns March 2010 - 2015
Skills
Wealth Management, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Strategic Financial..., Fixed Income, Capital Markets, Asset Management, Equities, Bloomberg, Derivatives, Valuation, Financial Modeling, Financial Analysis, Banking, Trading, Risk Management, Business Strategy, Strategic Planning, New Business Development, Retirement Planning, Mutual Funds
Education
HEC Montréal
Gestion Financière
Patrick Kabrita, CFA, CIM Patrick Kabrita, CFA, CIM's BMO Nesbitt Burns Experience July 2011 - June 2015
Job Regional Director at SEI
Industry Financial Services
Experience
SEI July 2015 - Present
BMO Nesbitt Burns July 2011 - June 2015
Standard Life February 2008 - July 2011
National Bank Financial September 2003 - February 2008
DundeeWealth Inc January 2002 - September 2003
Cambridge Mercantile April 2001 - December 2001
Skills
Sales, Finance, Financial Management, Microsoft Office, Trading, Investments, Technical Analysis, Networking, Business Development, Client Relationship..., Client Development, Asset Management, Portfolio Management, Equities, Fixed Income, Derivatives, Mutual Funds, Segregated Funds, Retirement Income..., Negotiation, ETFs, Wealth, Retirement Planning, Risk Management, Wealth Management, Financial Services, Managerial Finance, Investment Advisory, High Net Worth..., Financial Markets, Alternative Investments, Structured Products, Investment Management, Securities, Options, Bonds, Investment Strategies, Strategic Financial..., Hedge Funds, Banking, Asset Allocation, Pensions, Retirement, Financial Advisory, Capital Markets, Insurance, Estate Planning, Wealth Management..., Fixed Annuities, Bloomberg
Education
CFA Institute 2001 — 2004
CFA Charter
Concordia University 1995 — 1999
BComm, Finance
Vanier College 1991 — 1994
DEC, Social Sciences / Pure & Applied Sciences
SEI July 2015 - Present
BMO Nesbitt Burns July 2011 - June 2015
Standard Life February 2008 - July 2011
National Bank Financial September 2003 - February 2008
DundeeWealth Inc January 2002 - September 2003
Cambridge Mercantile April 2001 - December 2001
Skills
Sales, Finance, Financial Management, Microsoft Office, Trading, Investments, Technical Analysis, Networking, Business Development, Client Relationship..., Client Development, Asset Management, Portfolio Management, Equities, Fixed Income, Derivatives, Mutual Funds, Segregated Funds, Retirement Income..., Negotiation, ETFs, Wealth, Retirement Planning, Risk Management, Wealth Management, Financial Services, Managerial Finance, Investment Advisory, High Net Worth..., Financial Markets, Alternative Investments, Structured Products, Investment Management, Securities, Options, Bonds, Investment Strategies, Strategic Financial..., Hedge Funds, Banking, Asset Allocation, Pensions, Retirement, Financial Advisory, Capital Markets, Insurance, Estate Planning, Wealth Management..., Fixed Annuities, Bloomberg
Education
CFA Institute 2001 — 2004
CFA Charter
Concordia University 1995 — 1999
BComm, Finance
Vanier College 1991 — 1994
DEC, Social Sciences / Pure & Applied Sciences
Jordan Mees Jordan Mees's BMO Nesbitt Burns Experience January 2010 - April 2010
Job Wealth Management Associate at BMO Financial Group
Industry Insurance
Experience
BMO Financial Group January 2014 - Present
Manulife Financial August 2012 - November 2013
BMO Capital Markets May 2011 - August 2011
BMO Capital Markets August 2010 - January 2011
BMO Nesbitt Burns January 2010 - April 2010
Education
Dalhousie University 2008 — 2012
BCOMM, Commerce Co-op - Finance Major
BMO Financial Group January 2014 - Present
Manulife Financial August 2012 - November 2013
BMO Capital Markets May 2011 - August 2011
BMO Capital Markets August 2010 - January 2011
BMO Nesbitt Burns January 2010 - April 2010
Education
Dalhousie University 2008 — 2012
BCOMM, Commerce Co-op - Finance Major
Janet Coke Janet Coke's BMO Nesbitt Burns Experience 2004 - 2005
Job
Industry Insurance
Experience
Sun Life Financial 2005 - 2014
BMO Nesbitt Burns 2004 - 2005
Canada Life Assurance Company 2001 - 2004
St. Joseph's Health Centre, Toronto 1998 - 2000
Skills
Outlook, Microsoft Word, PowerPoint, Windows, English, Microsoft Office, Customer Service, Microsoft Excel, Oracle, Grantstream, Lotus Notes
Education
Herzing College
Diploma, Legal Assistant
Shaw College
Diploma, Administrative Assistant
Sun Life Financial 2005 - 2014
BMO Nesbitt Burns 2004 - 2005
Canada Life Assurance Company 2001 - 2004
St. Joseph's Health Centre, Toronto 1998 - 2000
Skills
Outlook, Microsoft Word, PowerPoint, Windows, English, Microsoft Office, Customer Service, Microsoft Excel, Oracle, Grantstream, Lotus Notes
Education
Herzing College
Diploma, Legal Assistant
Shaw College
Diploma, Administrative Assistant
Wayne O'Brien Wayne O'Brien's BMO Nesbitt Burns Experience 1989 - 1990
Job CoFounder at DT BistroPatisserie
Industry Food & Beverages
Experience
DT Bistro-Patisserie December 1999 - Present
Toronto District School Board 1998 - 2000
Toronto Catholic District School Board 1998 - 2000
Manulife Financial 1990 - 1996
BMO Nesbitt Burns 1989 - 1990
Ernst & Young 1989 - 1990
Skills
Public Speaking, Financial Analysis, Teaching, Spreadsheets, Strategic Planning, Spirituality, Leadership, Microsoft Office, Customer Service, PowerPoint, Data Analysis, Microsoft Excel, Negotiation, English, Sales, Project Management, Business Strategy, Management, Outlook, Marketing Strategy, Team Building, Social Media, Budgets, Microsoft Word, Event Planning, Retail, Social Media Marketing, Coaching, Finance, Entrepreneurship, Social Networking, Program Management, Time Management
Education
Harvard University 1997 — 1998
Computer Studies / Communications
George Brown College 1995 — 1997
TESL - Teaching Certificate
Wilfrid Laurier University 1983 — 1989
BBA, Business, Accounting, Marketing
DT Bistro-Patisserie December 1999 - Present
Toronto District School Board 1998 - 2000
Toronto Catholic District School Board 1998 - 2000
Manulife Financial 1990 - 1996
BMO Nesbitt Burns 1989 - 1990
Ernst & Young 1989 - 1990
Skills
Public Speaking, Financial Analysis, Teaching, Spreadsheets, Strategic Planning, Spirituality, Leadership, Microsoft Office, Customer Service, PowerPoint, Data Analysis, Microsoft Excel, Negotiation, English, Sales, Project Management, Business Strategy, Management, Outlook, Marketing Strategy, Team Building, Social Media, Budgets, Microsoft Word, Event Planning, Retail, Social Media Marketing, Coaching, Finance, Entrepreneurship, Social Networking, Program Management, Time Management
Education
Harvard University 1997 — 1998
Computer Studies / Communications
George Brown College 1995 — 1997
TESL - Teaching Certificate
Wilfrid Laurier University 1983 — 1989
BBA, Business, Accounting, Marketing
Daniel Brough Daniel Brough's BMO Nesbitt Burns Experience April 2014 - Present
Job Regional Compliance Officer, Ontario, BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns April 2014 - Present
Questrade Inc. August 2013 - April 2014
Independent January 2010 - July 2013
2008 - 2009 April 2008 - October 2009
Canadian Scholarship Trust Consultants March 2006 - April 2008
CIBC WORLD MARKETS INC January 1998 - January 2005
CIBC WORLD MARKETS INC. January 1998 - January 2004
C.M. OLIVER and COMPANY January 1997 - January 1998
Skills
Ability to adapt to..., Detail oriented and..., Strong leadership, Dedicated Professional, Strong communication..., Securities, Risk Management, Due Diligence, Wealth Management, Investments, Management, Banking, Portfolio Management, Financial Analysis
Education
Humber College 1981 — 1984
Businees, Accounting/Marketing
BMO Nesbitt Burns April 2014 - Present
Questrade Inc. August 2013 - April 2014
Independent January 2010 - July 2013
2008 - 2009 April 2008 - October 2009
Canadian Scholarship Trust Consultants March 2006 - April 2008
CIBC WORLD MARKETS INC January 1998 - January 2005
CIBC WORLD MARKETS INC. January 1998 - January 2004
C.M. OLIVER and COMPANY January 1997 - January 1998
Skills
Ability to adapt to..., Detail oriented and..., Strong leadership, Dedicated Professional, Strong communication..., Securities, Risk Management, Due Diligence, Wealth Management, Investments, Management, Banking, Portfolio Management, Financial Analysis
Education
Humber College 1981 — 1984
Businees, Accounting/Marketing
Boris Andreev, CFA, MBA Boris Andreev, CFA, MBA's BMO Nesbitt Burns Experience September 2000 - December 2005
Job Equity Trader
Industry Financial Services
Experience
WD Latimer Co. December 2009 - Present
Infinium Capital Management April 2009 - December 2009
National Bank Financial January 2006 - November 2008
BMO Nesbitt Burns September 2000 - December 2005
Education
Dalhousie University 2006 — 2008
MBA, Financial Services
WD Latimer Co. December 2009 - Present
Infinium Capital Management April 2009 - December 2009
National Bank Financial January 2006 - November 2008
BMO Nesbitt Burns September 2000 - December 2005
Education
Dalhousie University 2006 — 2008
MBA, Financial Services
Chad E. Brown's BMO Nesbitt Burns Experience January 1997 - June 1998
Job Founder at Peer Wisdom Groups LLC
Industry Investment Management
Experience
Peer Wisdom Groups LLC January 2014 - Present
SCORE Fairfield County Chapter January 2013 - Present
Independent October 2010 - October 2012
E4 Capital, LLC January 2009 - March 2010
Xylem Global Partners January 2004 - December 2008
John A. Levin & Co. September 2000 - December 2003
Direct Stock Market June 1999 - July 2000
BMO Nesbitt Burns January 1997 - June 1998
Prime Charter Ltd. September 1995 - February 1997
IPO Research, Inc. December 1991 - September 1995
Skills
Equity Research, Equities, Investments, Financial Modeling, Business Strategy, Business Coaching, Trading, Investment Management, Mutual Funds, Entrepreneurship, Alternative Investments, Portfolio Management, IPO, Hedge Funds, Venture Capital, Mergers, Valuation, Strategy, Investment Banking, Capital Markets, Mergers & Acquisitions, Private Equity, Capital, Asset Management, Investment Strategies
Education
Stanford University Graduate School of Business 1973 — 1975
MBA, Public Management Program
Harvard University 1967 — 1971
AB, Psychology
The Thacher School 1963 — 1967
High School, Great school! Big on camping, horses
Peer Wisdom Groups LLC January 2014 - Present
SCORE Fairfield County Chapter January 2013 - Present
Independent October 2010 - October 2012
E4 Capital, LLC January 2009 - March 2010
Xylem Global Partners January 2004 - December 2008
John A. Levin & Co. September 2000 - December 2003
Direct Stock Market June 1999 - July 2000
BMO Nesbitt Burns January 1997 - June 1998
Prime Charter Ltd. September 1995 - February 1997
IPO Research, Inc. December 1991 - September 1995
Skills
Equity Research, Equities, Investments, Financial Modeling, Business Strategy, Business Coaching, Trading, Investment Management, Mutual Funds, Entrepreneurship, Alternative Investments, Portfolio Management, IPO, Hedge Funds, Venture Capital, Mergers, Valuation, Strategy, Investment Banking, Capital Markets, Mergers & Acquisitions, Private Equity, Capital, Asset Management, Investment Strategies
Education
Stanford University Graduate School of Business 1973 — 1975
MBA, Public Management Program
Harvard University 1967 — 1971
AB, Psychology
The Thacher School 1963 — 1967
High School, Great school! Big on camping, horses
Michael Tarantino MBA, CPA, CMA, CFP, TEP's BMO Nesbitt Burns Experience July 2007 - Present
Job Vice President & Managing Director, Head of HNW Wealth Management Consulting at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns July 2007 - Present
CIBC Wealth Management July 2000 - June 2007
Global Strategy January 2000 - July 2000
Scotiabank January 1996 - December 1999
Skills
Strategic Financial..., FMA, Certified Financial..., CIM, CSWP, Wealth Management, Wealth Management..., Estate Planning, Financial Planners, Tax, High Net Worth..., Investment Strategies, Retirement Planning, Investment Advisory, Portfolio Management, Mutual Funds, Investments, Financial Advisory, Retirement, Project Management, Business Strategy, Relationship Management, Asset Management, ETFs, Alternative Investments, Wealth, Financial Services, Securities, Investment Management, Equities, Private Banking, Funding, Hedge Funds, Pensions, Financial Markets, Bonds, Options, Capital Markets, Change Management, Financial Planning, Team Leadership
Education
Designations
CPA, CMA, CFP, CIM, CIWM, FCSI, FMA, TEP
Heriot-Watt University
MBA
York University
BA
BMO Nesbitt Burns July 2007 - Present
CIBC Wealth Management July 2000 - June 2007
Global Strategy January 2000 - July 2000
Scotiabank January 1996 - December 1999
Skills
Strategic Financial..., FMA, Certified Financial..., CIM, CSWP, Wealth Management, Wealth Management..., Estate Planning, Financial Planners, Tax, High Net Worth..., Investment Strategies, Retirement Planning, Investment Advisory, Portfolio Management, Mutual Funds, Investments, Financial Advisory, Retirement, Project Management, Business Strategy, Relationship Management, Asset Management, ETFs, Alternative Investments, Wealth, Financial Services, Securities, Investment Management, Equities, Private Banking, Funding, Hedge Funds, Pensions, Financial Markets, Bonds, Options, Capital Markets, Change Management, Financial Planning, Team Leadership
Education
Designations
CPA, CMA, CFP, CIM, CIWM, FCSI, FMA, TEP
Heriot-Watt University
MBA
York University
BA
Yanina Kondrykava's BMO Nesbitt Burns Experience June 2012 - December 2012
Job Marketing Coordinator at Software AG
Industry Marketing and Advertising
Experience
Software AG December 2014 - Present
Nexonia Inc. December 2012 - November 2014
BMO Nesbitt Burns June 2012 - December 2012
Panorama Software October 2011 - June 2012
Crowne Plaza Minsk Hotel November 2007 - May 2010
Skills
Marketing Management, Social Media, Database Marketing, Marketing Strategy, Client Relationship..., Canadian Securities, Lead Generation, Financial Analysis, Market Research, CRM, Marketing, SEO, Advertising, Digital Marketing, Analytics, Marketing Research, Management, Event Management, Social Media Marketing, Marketing Communications, Email Marketing, Product Marketing, Budgets, Online Advertising, Online Marketing, Direct Marketing, Public Relations, SEM, Competitive Analysis, Market Planning, Business Development, Entrepreneurship, Social Networking, Web Analytics, Corporate Communications, Google Analytics, Analysis, Marketing Automation, Brand Management, Sales, Digital Strategy, Brand Development, Account Management, Integrated Marketing, Business Strategy, Team Management, PPC, Salesforce.com, Product Management, Strategy
Education
George Brown College 2011 — 2012
Post-Graduate Certificate, Marketing in Financial Services
Belarusian State University, Minsk Belarus 2000 — 2005
BA, International Economy Management
Software AG December 2014 - Present
Nexonia Inc. December 2012 - November 2014
BMO Nesbitt Burns June 2012 - December 2012
Panorama Software October 2011 - June 2012
Crowne Plaza Minsk Hotel November 2007 - May 2010
Skills
Marketing Management, Social Media, Database Marketing, Marketing Strategy, Client Relationship..., Canadian Securities, Lead Generation, Financial Analysis, Market Research, CRM, Marketing, SEO, Advertising, Digital Marketing, Analytics, Marketing Research, Management, Event Management, Social Media Marketing, Marketing Communications, Email Marketing, Product Marketing, Budgets, Online Advertising, Online Marketing, Direct Marketing, Public Relations, SEM, Competitive Analysis, Market Planning, Business Development, Entrepreneurship, Social Networking, Web Analytics, Corporate Communications, Google Analytics, Analysis, Marketing Automation, Brand Management, Sales, Digital Strategy, Brand Development, Account Management, Integrated Marketing, Business Strategy, Team Management, PPC, Salesforce.com, Product Management, Strategy
Education
George Brown College 2011 — 2012
Post-Graduate Certificate, Marketing in Financial Services
Belarusian State University, Minsk Belarus 2000 — 2005
BA, International Economy Management
Chaitali Patel's BMO Nesbitt Burns Experience March 2013 - May 2013
Job Team Lead
Industry Financial Services
Experience
Kumon September 2012 - Present
Cash Money June 2013 - September 2014
BMO Nesbitt Burns March 2013 - May 2013
Comtek Software Technologies June 2009 - May 2012
Skills
Critical Thinking, Teamwork, Time Management, Independence, PowerPoint, Raiser's Edge, Microsoft Excel, Microsoft Word, Hindi, Organizational Behavior, Microsoft Office, Oral & Written..., Economics, SPSS, Research, Analytical Skills, Data Entry, Access, Highly detail oriented, Statistics, English, Financial Analysis, Customer Service, Data Analysis, Outlook, Analysis, Databases, Actuarial Science, Spreadsheets
Education
SAS 2014 — 2014
Statistical Analytical Software 9 - Base Programmer
Project Management Institue 2015 — 2015
CAPM, Project Management
Humber College 2012 — 2013
Post Graduate Certificate, Financial Planning and Services
University of Mumbai 2009 — 2012
Bachelor's of Science, Statistics
Kumon September 2012 - Present
Cash Money June 2013 - September 2014
BMO Nesbitt Burns March 2013 - May 2013
Comtek Software Technologies June 2009 - May 2012
Skills
Critical Thinking, Teamwork, Time Management, Independence, PowerPoint, Raiser's Edge, Microsoft Excel, Microsoft Word, Hindi, Organizational Behavior, Microsoft Office, Oral & Written..., Economics, SPSS, Research, Analytical Skills, Data Entry, Access, Highly detail oriented, Statistics, English, Financial Analysis, Customer Service, Data Analysis, Outlook, Analysis, Databases, Actuarial Science, Spreadsheets
Education
SAS 2014 — 2014
Statistical Analytical Software 9 - Base Programmer
Project Management Institue 2015 — 2015
CAPM, Project Management
Humber College 2012 — 2013
Post Graduate Certificate, Financial Planning and Services
University of Mumbai 2009 — 2012
Bachelor's of Science, Statistics
Alex Krzeczunowicz, CIM Alex Krzeczunowicz, CIM's BMO Nesbitt Burns Experience October 2013 - May 2015
Job Investment & Retirement Planner
Industry Investment Management
Experience
RBC Wealth Management Financial Services May 2015 - Present
BMO Nesbitt Burns October 2013 - May 2015
CIBC January 2010 - September 2014
CIBC January 2007 - January 2010
CIBC January 2005 - January 2007
Skills
Customer Oriented, Holistic Financial..., Investments, Wealth Management, Inheritance Tax Planning, Finacial Management, Financial Analysis, Business Tax Planning, Estate Tax Planning, Insurance, Risk Analysis, Mutual Funds, Securities, ETFs, Strategic Financial..., Retirement Planning, Residential Mortgages, CIM, Banking, Loans, Retail Banking, Mortgage Lending, Credit, Financial Planning
Education
Concordia University 2000 — 2002
Sociology
Canadian Securities Institute
RBC Wealth Management Financial Services May 2015 - Present
BMO Nesbitt Burns October 2013 - May 2015
CIBC January 2010 - September 2014
CIBC January 2007 - January 2010
CIBC January 2005 - January 2007
Skills
Customer Oriented, Holistic Financial..., Investments, Wealth Management, Inheritance Tax Planning, Finacial Management, Financial Analysis, Business Tax Planning, Estate Tax Planning, Insurance, Risk Analysis, Mutual Funds, Securities, ETFs, Strategic Financial..., Retirement Planning, Residential Mortgages, CIM, Banking, Loans, Retail Banking, Mortgage Lending, Credit, Financial Planning
Education
Concordia University 2000 — 2002
Sociology
Canadian Securities Institute
Cody Gagnon's BMO Nesbitt Burns Experience September 2013 - December 2013
Job Savings Specialist at Tangerine
Industry Financial Services
Experience
Tangerine August 2015 - Present
Tangerine March 2015 - Present
Nofrills October 2008 - 2015
BMO Nesbitt Burns September 2013 - December 2013
Skills
Time Management, Customer Service, Microsoft Word, Outlook, Bloomberg, Finance, Microsoft Excel, Office Administration
Education
George Brown College 2011 — 2015
Business Administration - Financial Planning, Financial Planning and Services
Tangerine August 2015 - Present
Tangerine March 2015 - Present
Nofrills October 2008 - 2015
BMO Nesbitt Burns September 2013 - December 2013
Skills
Time Management, Customer Service, Microsoft Word, Outlook, Bloomberg, Finance, Microsoft Excel, Office Administration
Education
George Brown College 2011 — 2015
Business Administration - Financial Planning, Financial Planning and Services
Danielle Yang Danielle Yang's BMO Nesbitt Burns Experience May 2013 - July 2013
Job Media Buyer at Lombardi Publishing Corporation | Digital Marketer & Inbound Marketer
Industry Marketing and Advertising
Experience
Telemerge Canada Inc. January 2014 - April 2015
Pareto August 2013 - October 2013
BMO Nesbitt Burns May 2013 - July 2013
New Oriental Education & Technology Group (NYSE:EDU) April 2012 - December 2012
Hunan Copote Science & Technology Co., Ltd June 2010 - August 2010
China Mobile Group Hunan Company Limited August 2007 - October 2007
‘LEI Feng’ Supermarket of Student Union, Changsha University June 2007 - July 2007
Skills
Financial Analysis, Teamwork, Corporate Finance, Time Management, Leadership, Microsoft Office, Banking, Access, Microsoft Excel, PowerPoint, Accounting, Data Analysis, HubSpot, Salesforce.com, SAS, Google Analytics, SQL, Microsoft Word, Inbound Marketing, Sales Prospecting, Social Media Marketing, Marketing, Sales, Customer Service, Marketing Strategy, CRM, Social Media, Digital Marketing, Market Research
Education
George Brown College 2013 — 2013
Post Graduate Certificate, Marketing Management - Financial Services, 3.85/4.00
The University of Leeds 2010 — 2011
Master's degree of Science, Msc Banking and Finance, Merit
Changsha University 2006 — 2010
Bachelor's degree, Accounting and Finance, GPA: 83
Telemerge Canada Inc. January 2014 - April 2015
Pareto August 2013 - October 2013
BMO Nesbitt Burns May 2013 - July 2013
New Oriental Education & Technology Group (NYSE:EDU) April 2012 - December 2012
Hunan Copote Science & Technology Co., Ltd June 2010 - August 2010
China Mobile Group Hunan Company Limited August 2007 - October 2007
‘LEI Feng’ Supermarket of Student Union, Changsha University June 2007 - July 2007
Skills
Financial Analysis, Teamwork, Corporate Finance, Time Management, Leadership, Microsoft Office, Banking, Access, Microsoft Excel, PowerPoint, Accounting, Data Analysis, HubSpot, Salesforce.com, SAS, Google Analytics, SQL, Microsoft Word, Inbound Marketing, Sales Prospecting, Social Media Marketing, Marketing, Sales, Customer Service, Marketing Strategy, CRM, Social Media, Digital Marketing, Market Research
Education
George Brown College 2013 — 2013
Post Graduate Certificate, Marketing Management - Financial Services, 3.85/4.00
The University of Leeds 2010 — 2011
Master's degree of Science, Msc Banking and Finance, Merit
Changsha University 2006 — 2010
Bachelor's degree, Accounting and Finance, GPA: 83
Leslie Paul Farkas Leslie Paul Farkas's BMO Nesbitt Burns Experience 1997 - 1999
Job Director of Marketing at Grand Estates Auction
Industry Marketing and Advertising
Experience
Grand Estates Auction February 2009 - Present
Self employed 2005 - 2009
Laurentian Bank Securities 2004 - 2005
Aclon Finance 2002 - 2002
Wolfecapital 1999 - 2002
BMO Nesbitt Burns 1997 - 1999
Bourse de Montréal 1997 - 1999
TD Bank 1992 - 1996
Skills
Portfolio Management, FX, Hedge Funds, Bonds, Brokerage, Real Estate Transactions, Real Estate Economics, Real Estate, Market Research, Marketing Management, Property, FX Options, Finance, Capital Markets, Investments, Luxury, Trading, Asset Management, Marketing, Financial Markets, Foreign Exchange, Options, Venture Capital, Investment Properties, Bloomberg, Valuation, Financial Modeling, Selling, Funding, Real Estate Development, Alternative Investments, Referrals, Emerging Markets, Contract Negotiation, Private Equity, Investment Strategies, Residential Homes, Equities, Sellers, Financial Structuring, Property Management, Commodity, Sales, Management, Negotiation, Marketing Strategy
Education
HEC Montréal 1988 — 1991
Bachelors Business Administration, Finance
Université de Montréal 1986 — 1987
minor, economics
Grand Estates Auction February 2009 - Present
Self employed 2005 - 2009
Laurentian Bank Securities 2004 - 2005
Aclon Finance 2002 - 2002
Wolfecapital 1999 - 2002
BMO Nesbitt Burns 1997 - 1999
Bourse de Montréal 1997 - 1999
TD Bank 1992 - 1996
Skills
Portfolio Management, FX, Hedge Funds, Bonds, Brokerage, Real Estate Transactions, Real Estate Economics, Real Estate, Market Research, Marketing Management, Property, FX Options, Finance, Capital Markets, Investments, Luxury, Trading, Asset Management, Marketing, Financial Markets, Foreign Exchange, Options, Venture Capital, Investment Properties, Bloomberg, Valuation, Financial Modeling, Selling, Funding, Real Estate Development, Alternative Investments, Referrals, Emerging Markets, Contract Negotiation, Private Equity, Investment Strategies, Residential Homes, Equities, Sellers, Financial Structuring, Property Management, Commodity, Sales, Management, Negotiation, Marketing Strategy
Education
HEC Montréal 1988 — 1991
Bachelors Business Administration, Finance
Université de Montréal 1986 — 1987
minor, economics
Ron Havas's BMO Nesbitt Burns Experience June 2012 - September 2012
Job Summer Law Clerk at Center for Class Action Fairness
Industry Law Practice
Experience
Center for Class Action Fairness May 2015 - Present
Finance Canada May 2014 - August 2014
Stantec February 2014 - May 2014
Finance Canada October 2012 - August 2013
BMO Nesbitt Burns June 2012 - September 2012
Jardine Lloyd Thompson Canada April 2010 - September 2011
Public Outreach Fundraising May 2009 - September 2009
Skills
Public Policy, Research, Customer Service, Marketing, Financial Institutions, Public Speaking, Policy Analysis, Social Media, Consumer Behaviour, Disability Insurance, Teamwork, Analysis, Fundraising, Event Planning, Risk Management, Microsoft Excel, Consumer Lending, Core Banking, General Insurance, Commercial Insurance, Claim, Insurance Brokerage, Class Actions, Litigation, Civil Procedure
Education
Georgetown University Law Center 2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Toronto - University of Trinity College 2007 — 2011
Honors B.A., Economics, History
Center for Class Action Fairness May 2015 - Present
Finance Canada May 2014 - August 2014
Stantec February 2014 - May 2014
Finance Canada October 2012 - August 2013
BMO Nesbitt Burns June 2012 - September 2012
Jardine Lloyd Thompson Canada April 2010 - September 2011
Public Outreach Fundraising May 2009 - September 2009
Skills
Public Policy, Research, Customer Service, Marketing, Financial Institutions, Public Speaking, Policy Analysis, Social Media, Consumer Behaviour, Disability Insurance, Teamwork, Analysis, Fundraising, Event Planning, Risk Management, Microsoft Excel, Consumer Lending, Core Banking, General Insurance, Commercial Insurance, Claim, Insurance Brokerage, Class Actions, Litigation, Civil Procedure
Education
Georgetown University Law Center 2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Toronto - University of Trinity College 2007 — 2011
Honors B.A., Economics, History
Ali Jahanzad Ali Jahanzad's BMO Nesbitt Burns Experience 2000 - 2002
Job Lead Consultant at GFT Technologies SE
Industry Financial Services
Experience
GFT Technologies SE May 2015 - Present
SystemView Consulting May 2013 - Present
TD May 2013 - May 2015
CGI October 2010 - May 2013
TD Securities 2010 - 2011
BMO FInancial Group July 2007 - October 2010
BMO June 2005 - June 2007
BMO FInancial Group 2000 - 2005
BMO Nesbitt Burns 2000 - 2002
Data Processing Field Engineering (DPFE) 1987 - 1997
Skills
Program Management, Agile & Waterfall..., PMLC/SDLC Tools: MS..., Trading Systems:..., Strategy, Trading, Derivatives, Equities, Fixed Income, Software Development, Risk Management, Trading Systems, System Architecture:..., Trading Systems: WSS,..., Integration, Trading Products: Fixed...
Education
Dalhousie University 2004 — 2008
MBA, Financial and Banking
Institute of Canadian Bankers 2004 — 2008
FICB, Banking
Sharif University of Technology 1991 — 1993
M.Sc., Computer Engineering - Systems Architecture
Shahid Beheshti University 1977 — 1985
B.Sc, Computer Science
GFT Technologies SE May 2015 - Present
SystemView Consulting May 2013 - Present
TD May 2013 - May 2015
CGI October 2010 - May 2013
TD Securities 2010 - 2011
BMO FInancial Group July 2007 - October 2010
BMO June 2005 - June 2007
BMO FInancial Group 2000 - 2005
BMO Nesbitt Burns 2000 - 2002
Data Processing Field Engineering (DPFE) 1987 - 1997
Skills
Program Management, Agile & Waterfall..., PMLC/SDLC Tools: MS..., Trading Systems:..., Strategy, Trading, Derivatives, Equities, Fixed Income, Software Development, Risk Management, Trading Systems, System Architecture:..., Trading Systems: WSS,..., Integration, Trading Products: Fixed...
Education
Dalhousie University 2004 — 2008
MBA, Financial and Banking
Institute of Canadian Bankers 2004 — 2008
FICB, Banking
Sharif University of Technology 1991 — 1993
M.Sc., Computer Engineering - Systems Architecture
Shahid Beheshti University 1977 — 1985
B.Sc, Computer Science
Cedric Mudlong Cedric Mudlong's BMO Nesbitt Burns Experience December 1993 - May 1995
Job Controller Sonoco Alloyd Brands
Industry Packaging and Containers
Experience
Sonoco January 2013 - Present
Navistar February 2010 - Present
Navistar May 2006 - January 2010
Navistar Financial May 2004 - May 2006
Navistar International Corp., July 2002 - May 2004
Navistar Inc March 2000 - July 2002
Navistar Inc January 1998 - March 2000
Navistar Inc January 1997 - January 1998
BMO Harris Bank May 1995 - December 1996
BMO Nesbitt Burns December 1993 - May 1995
Skills
Financial Analysis, Forecasting, Financial Reporting, Variance Analysis, Accounting, General Ledger, Hyperion Enterprise, Sarbanes-Oxley Act, Essbase, Financial Modeling, Budgets, Capital Budgeting, PeopleSoft, Program Management, CPA, Sales Management, Internal Controls, Finance, Process Improvement, Management, Analysis, Cost Accounting, Financial Accounting, Managerial Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
Master of Business Administration, Finance
De Paul University 1991 — 1994
Bachelor of Science in Commerce, Accounting
Sonoco January 2013 - Present
Navistar February 2010 - Present
Navistar May 2006 - January 2010
Navistar Financial May 2004 - May 2006
Navistar International Corp., July 2002 - May 2004
Navistar Inc March 2000 - July 2002
Navistar Inc January 1998 - March 2000
Navistar Inc January 1997 - January 1998
BMO Harris Bank May 1995 - December 1996
BMO Nesbitt Burns December 1993 - May 1995
Skills
Financial Analysis, Forecasting, Financial Reporting, Variance Analysis, Accounting, General Ledger, Hyperion Enterprise, Sarbanes-Oxley Act, Essbase, Financial Modeling, Budgets, Capital Budgeting, PeopleSoft, Program Management, CPA, Sales Management, Internal Controls, Finance, Process Improvement, Management, Analysis, Cost Accounting, Financial Accounting, Managerial Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
Master of Business Administration, Finance
De Paul University 1991 — 1994
Bachelor of Science in Commerce, Accounting
Cameron McWade Cameron McWade's BMO Nesbitt Burns Experience October 2008 - June 2011
Job Project Consultant, Strategy and Execution at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD September 2015 - Present
TRUE linkswear January 2013 - March 2013
Credit Suisse July 2012 - August 2012
BMO Nesbitt Burns October 2008 - June 2011
BMO Nesbitt Burns August 2007 - October 2008
BMO InvestorLine January 2007 - August 2007
Skills
Financial Analysis, Corporate Finance, Bloomberg, Business Strategy, Investment Advisory, Analytical Abilities, Finance, Financial Modeling, Strategy, Microsoft Office, Analytical Skills, Thompson One, CRM, Business Analysis, Management, Trading, Competitive Analysis, Due Diligence, Market Research, Process Improvement, Problem Solving, Business Development, Developing Client..., Communication Written, Thomson One, Customer Service, Sports, Sporting Goods, Marketing, Direct Marketing, Merchandising, Strategic Planning, Golf
Education
SDA Bocconi 2011 — 2012
Master of Business Administration (MBA)
Duke University - Fuqua School of Business 2011 — 2012
Master of Business Administration (MBA)
Dalhousie University 2002 — 2006
Bachelor of Commerce, Finance
Ashbury College 1995 — 2002
International Baccalaureate
MD Financial Management Gestion financière MD September 2015 - Present
TRUE linkswear January 2013 - March 2013
Credit Suisse July 2012 - August 2012
BMO Nesbitt Burns October 2008 - June 2011
BMO Nesbitt Burns August 2007 - October 2008
BMO InvestorLine January 2007 - August 2007
Skills
Financial Analysis, Corporate Finance, Bloomberg, Business Strategy, Investment Advisory, Analytical Abilities, Finance, Financial Modeling, Strategy, Microsoft Office, Analytical Skills, Thompson One, CRM, Business Analysis, Management, Trading, Competitive Analysis, Due Diligence, Market Research, Process Improvement, Problem Solving, Business Development, Developing Client..., Communication Written, Thomson One, Customer Service, Sports, Sporting Goods, Marketing, Direct Marketing, Merchandising, Strategic Planning, Golf
Education
SDA Bocconi 2011 — 2012
Master of Business Administration (MBA)
Duke University - Fuqua School of Business 2011 — 2012
Master of Business Administration (MBA)
Dalhousie University 2002 — 2006
Bachelor of Commerce, Finance
Ashbury College 1995 — 2002
International Baccalaureate
Karen Meagher Karen Meagher's BMO Nesbitt Burns Experience 1995 - 1998
Job Associate Director, Communications at LoyaltyOne
Industry Public Relations and Communications
Experience
LoyaltyOne August 2012 - Present
Canadian Tire 2008 - 2011
Canadian Tire May 2007 - April 2008
Canadian Tire 2004 - 2007
Canadian Tire 2001 - 2004
Mansfield Communications 1999 - 2001
BMO Nesbitt Burns 1995 - 1998
Skills
Corporate Communications, Communications Planning, Media Relations, Internal & External..., Press Releases, Event Planning, Internal Communications, Leadership, Strategy, Marketing, Strategic Planning
Education
Canadian Securities Institute
Canadian Securities Course
George Brown College
Communications in Advertising, Marketing and PR
Ryerson University
Public Relations Certificate - Ongoing
University of Michigan - Stephen M. Ross School of Business
The Theory and Practice of Investor Relations
University of Toronto
Bachelor of Arts (B.A.), English, Psychology
LoyaltyOne August 2012 - Present
Canadian Tire 2008 - 2011
Canadian Tire May 2007 - April 2008
Canadian Tire 2004 - 2007
Canadian Tire 2001 - 2004
Mansfield Communications 1999 - 2001
BMO Nesbitt Burns 1995 - 1998
Skills
Corporate Communications, Communications Planning, Media Relations, Internal & External..., Press Releases, Event Planning, Internal Communications, Leadership, Strategy, Marketing, Strategic Planning
Education
Canadian Securities Institute
Canadian Securities Course
George Brown College
Communications in Advertising, Marketing and PR
Ryerson University
Public Relations Certificate - Ongoing
University of Michigan - Stephen M. Ross School of Business
The Theory and Practice of Investor Relations
University of Toronto
Bachelor of Arts (B.A.), English, Psychology
Maurice W. Fares Maurice W. Fares's BMO Nesbitt Burns Experience August 2007 - December 2007
Job VP Operations at W.M. Fares Group
Industry Civil Engineering
Experience
W.M. Fares Group January 2012 - Present
W. M. Fares Group September 2009 - Present
W. M. Fares Group May 2009 - Present
Kinross Gold Corporation April 2008 - September 2008
BMO Nesbitt Burns August 2007 - December 2007
Skills
Project Management
Education
Dalhousie University 2005 — 2009
BCOMM, Finance
W.M. Fares Group January 2012 - Present
W. M. Fares Group September 2009 - Present
W. M. Fares Group May 2009 - Present
Kinross Gold Corporation April 2008 - September 2008
BMO Nesbitt Burns August 2007 - December 2007
Skills
Project Management
Education
Dalhousie University 2005 — 2009
BCOMM, Finance
Jamie Oyler's BMO Nesbitt Burns Experience April 1989 - Present
Job Senior VicePresident at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns April 1989 - Present
Skills
Coaching, Wealth Management, Retirement Planning, Financial Advisory
Education
Dalhousie University 1980 — 1990
bcomm
Dalhousie University 1983 — 1987
BComm
Halifax West
BMO Nesbitt Burns April 1989 - Present
Skills
Coaching, Wealth Management, Retirement Planning, Financial Advisory
Education
Dalhousie University 1980 — 1990
bcomm
Dalhousie University 1983 — 1987
BComm
Halifax West
Earl Bard's BMO Nesbitt Burns Experience September 1997 - August 2002
Job Vice President and Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy September 2014 - Present
TD Waterhouse Private Investment Advice September 2002 - September 2014
BMO Nesbitt Burns September 1997 - August 2002
Skills
Estate Planning
Education
Concordia University 1988 — 1992
B.Comm.
Vanier College 1986 — 1988
DEC
West Island College 1981 — 1986
CIBC Wood Gundy September 2014 - Present
TD Waterhouse Private Investment Advice September 2002 - September 2014
BMO Nesbitt Burns September 1997 - August 2002
Skills
Estate Planning
Education
Concordia University 1988 — 1992
B.Comm.
Vanier College 1986 — 1988
DEC
West Island College 1981 — 1986
Jamie Monteith Jamie Monteith's BMO Nesbitt Burns Experience June 2007 - August 2010
Job Marketing Associate at Sony Music Entertainment Canada
Industry Music
Experience
Sony Music Entertainment Canada July 2013 - Present
Sony Music Entertainment Canada April 2012 - July 2013
Sony Music Entertainment Canada May 2011 - April 2012
HMV November 2006 - April 2012
BMO Nesbitt Burns June 2007 - August 2010
LWC Accountants LLP June 2006 - August 2006
CHUM Television June 2004 - August 2004
Skills
Event Management, Social Networking, Marketing Communications, Social Media, Social Media Marketing, Marketing, Sales, Digital Marketing, Editing, Customer Service, Time Management, Marketing Management
Education
Humber College 2008 — 2011
Marketing
Sony Music Entertainment Canada July 2013 - Present
Sony Music Entertainment Canada April 2012 - July 2013
Sony Music Entertainment Canada May 2011 - April 2012
HMV November 2006 - April 2012
BMO Nesbitt Burns June 2007 - August 2010
LWC Accountants LLP June 2006 - August 2006
CHUM Television June 2004 - August 2004
Skills
Event Management, Social Networking, Marketing Communications, Social Media, Social Media Marketing, Marketing, Sales, Digital Marketing, Editing, Customer Service, Time Management, Marketing Management
Education
Humber College 2008 — 2011
Marketing
Manikanda Prabhu Ramalingam's BMO Nesbitt Burns Experience April 2015 - Present
Job Accomplished Financial Executive ! Specialized Expertise in Automotive Trading, Wealth, Asset & Portfolio Mgmt
Industry Financial Services
Experience
BMO Nesbitt Burns April 2015 - Present
Enactus Humber July 2014 - Present
Scratchd Inc - Scratching the surface of loyalty! January 2014 - February 2014
Prakash Automobiles January 2010 - August 2013
gautham auto agencies June 2009 - December 2009
Skills
Management, Leadership, Market Research, Business Development, Sales, Marketing, New Business Development, Business Planning, Team Management, Team Leadership, Marketing Strategy, Strategy, International Business, Market Analysis, Strategic Planning, Financial Analysis, Business Strategy, Negotiation, Sales Management, Account Management, Competitive Analysis, Corporate Finance, Financial Reporting, Financial Accounting, Team Building, Thought Leadership, Project Management, Investment Advisory, Investments, Strategic Communications, Financial Markets, Managerial Finance, Financial Modeling, Finance, Ethical Leadership, Canadian Securities..., Trend Analysis, Debt Management, Debt Collection, Credit Management, Credit Analysis, Management Reporter, Annual Reports, Forecasting, Trend Forecasting, Trend Research, Future Trends, Business Process..., Small Business, Quantitative Research
Education
Humber College 2014 — 2015
Postgraduate in Financial Planning, Financial Planning and Services
lawrence kinlin school of business 2013 — 2014
Post Graduation in International Business Management, Market Research, Business Administration and Management, General
LIBA 2010 — 2010
ceritificate in management of human resource managemeny, Human Resources Management/Personnel Administration, General
Madurai Kamaraj University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
BMO Nesbitt Burns April 2015 - Present
Enactus Humber July 2014 - Present
Scratchd Inc - Scratching the surface of loyalty! January 2014 - February 2014
Prakash Automobiles January 2010 - August 2013
gautham auto agencies June 2009 - December 2009
Skills
Management, Leadership, Market Research, Business Development, Sales, Marketing, New Business Development, Business Planning, Team Management, Team Leadership, Marketing Strategy, Strategy, International Business, Market Analysis, Strategic Planning, Financial Analysis, Business Strategy, Negotiation, Sales Management, Account Management, Competitive Analysis, Corporate Finance, Financial Reporting, Financial Accounting, Team Building, Thought Leadership, Project Management, Investment Advisory, Investments, Strategic Communications, Financial Markets, Managerial Finance, Financial Modeling, Finance, Ethical Leadership, Canadian Securities..., Trend Analysis, Debt Management, Debt Collection, Credit Management, Credit Analysis, Management Reporter, Annual Reports, Forecasting, Trend Forecasting, Trend Research, Future Trends, Business Process..., Small Business, Quantitative Research
Education
Humber College 2014 — 2015
Postgraduate in Financial Planning, Financial Planning and Services
lawrence kinlin school of business 2013 — 2014
Post Graduation in International Business Management, Market Research, Business Administration and Management, General
LIBA 2010 — 2010
ceritificate in management of human resource managemeny, Human Resources Management/Personnel Administration, General
Madurai Kamaraj University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Vincent Janelle Vincent Janelle's BMO Nesbitt Burns Experience April 2007 - December 2009
Job Managing Partner | Corporate Affairs
Industry Public Relations and Communications
Experience
McGill Financial Communication Inc. April 2015 - Present
Monarques Gold Corporation. January 2013 - March 2015
MDN inc. December 2009 - January 2013
BMO Nesbitt Burns April 2007 - December 2009
Boscus Canada April 2004 - June 2006
Skills
Investor Relations, Mergers & Acquisitions, Gold, Mining, Mineral Exploration, Public Relations, IPO, Commodity, Corporate Communications, Venture Capital, Corporate Finance, Corporate Development, Private Equity, Investments, Business Strategy, Management
Education
CANADIAN SECURITIES INSTITUTE 2007 — 2007
CANADIAN SECURITIES COURSE
Université de Montréal - HEC Montréal 2000 — 2006
Administrations des affaires
McGill Financial Communication Inc. April 2015 - Present
Monarques Gold Corporation. January 2013 - March 2015
MDN inc. December 2009 - January 2013
BMO Nesbitt Burns April 2007 - December 2009
Boscus Canada April 2004 - June 2006
Skills
Investor Relations, Mergers & Acquisitions, Gold, Mining, Mineral Exploration, Public Relations, IPO, Commodity, Corporate Communications, Venture Capital, Corporate Finance, Corporate Development, Private Equity, Investments, Business Strategy, Management
Education
CANADIAN SECURITIES INSTITUTE 2007 — 2007
CANADIAN SECURITIES COURSE
Université de Montréal - HEC Montréal 2000 — 2006
Administrations des affaires
Gillian Maloney Gillian Maloney's BMO Nesbitt Burns Experience May 2015 - September 2015
Job Business Development BMO Nesbitt Burns
Industry Marketing and Advertising
Experience
BMO Nesbitt Burns May 2015 - September 2015
Scotiabank August 2014 - December 2014
O'Regan's Automotive Group January 2014 - May 2014
Skills
Social Media, PowerPoint, Photoshop, Microsoft Office, Marketing, Sales, Teamwork, Retail, Social Networking, Time Management, Microsoft Excel, Customer Service
Education
Dalhousie University 2012 — 2016
Bachelor of Commerce (BCom), Commerce
BMO Nesbitt Burns May 2015 - September 2015
Scotiabank August 2014 - December 2014
O'Regan's Automotive Group January 2014 - May 2014
Skills
Social Media, PowerPoint, Photoshop, Microsoft Office, Marketing, Sales, Teamwork, Retail, Social Networking, Time Management, Microsoft Excel, Customer Service
Education
Dalhousie University 2012 — 2016
Bachelor of Commerce (BCom), Commerce
Jack Sadler's BMO Nesbitt Burns Experience January 2014 - Present
Job Business Analyst at BMO
Industry Financial Services
Experience
BMO Nesbitt Burns January 2014 - Present
Scotiabank August 2013 - January 2014
Morgan Stanley June 2011 - July 2012
Skills
Equities, Fundamental Analysis, Analysis, Financial Modeling, Microsoft Excel, Risk Management, Microsoft Access, Valuation, Business Requirements, Statistical Data..., Mathematical Modeling, Money Market, VBA, Finance
Education
Coventry University 2009 — 2013
Bachelor of Science (BSc), Business Mathematics, First Class (Hons)
BMO Nesbitt Burns January 2014 - Present
Scotiabank August 2013 - January 2014
Morgan Stanley June 2011 - July 2012
Skills
Equities, Fundamental Analysis, Analysis, Financial Modeling, Microsoft Excel, Risk Management, Microsoft Access, Valuation, Business Requirements, Statistical Data..., Mathematical Modeling, Money Market, VBA, Finance
Education
Coventry University 2009 — 2013
Bachelor of Science (BSc), Business Mathematics, First Class (Hons)
Dennis Augustine's BMO Nesbitt Burns Experience February 1999 - December 1999
Job Founder, Sr. Sitecore Solution Architect/BA
Industry Information Technology and Services
Experience
TechGuilds February 2013 - Present
Three Point Turn August 2013 - March 2014
EQ Works June 2011 - July 2013
Stikeman Elliott LLP March 2009 - March 2011
Digital Rapids April 2007 - March 2009
Royal LePage September 2006 - April 2007
Centract Settlement Services 2006 - 2007
Great Northern Consulting Corp (Momentas Corp) May 2003 - July 2006
They Communicate Inc. April 2000 - March 2003
BMO Nesbitt Burns February 1999 - December 1999
Skills
SharePoint, Web Services, Business Analysis, Project Management, AJAX, Web Development, C#, JavaScript, NetSuite, Microsoft Certified..., Microsoft Dynamics, Sitecore, Microsoft CRM, Software Development, .NET, Public Speaking, ASP.NET, Software Project..., XSLT, XML, Databases, SDLC, ASP, General Awesomeness, Solution Architecture, Integration, Microsoft SQL Server, Agile Project Management, Analysis, Requirements Analysis, Visio, Agile Methodologies, Architecture, Web Applications, SSIS, Business Intelligence, SQL, SOA, VB.NET, Architectures, Enterprise Architecture, Requirements Gathering, Team Leadership, CRM, Database Design, Visual Studio, Software Design
Education
University of Toronto 2008 — 2008
Project Managment Cert.
George Brown College 1996 — 1996
Pre-Health Cert.
Masters College and Seminary (EPBC) 1991 — 1995
Bth, Theology
Maple Grove Public School
TechGuilds February 2013 - Present
Three Point Turn August 2013 - March 2014
EQ Works June 2011 - July 2013
Stikeman Elliott LLP March 2009 - March 2011
Digital Rapids April 2007 - March 2009
Royal LePage September 2006 - April 2007
Centract Settlement Services 2006 - 2007
Great Northern Consulting Corp (Momentas Corp) May 2003 - July 2006
They Communicate Inc. April 2000 - March 2003
BMO Nesbitt Burns February 1999 - December 1999
Skills
SharePoint, Web Services, Business Analysis, Project Management, AJAX, Web Development, C#, JavaScript, NetSuite, Microsoft Certified..., Microsoft Dynamics, Sitecore, Microsoft CRM, Software Development, .NET, Public Speaking, ASP.NET, Software Project..., XSLT, XML, Databases, SDLC, ASP, General Awesomeness, Solution Architecture, Integration, Microsoft SQL Server, Agile Project Management, Analysis, Requirements Analysis, Visio, Agile Methodologies, Architecture, Web Applications, SSIS, Business Intelligence, SQL, SOA, VB.NET, Architectures, Enterprise Architecture, Requirements Gathering, Team Leadership, CRM, Database Design, Visual Studio, Software Design
Education
University of Toronto 2008 — 2008
Project Managment Cert.
George Brown College 1996 — 1996
Pre-Health Cert.
Masters College and Seminary (EPBC) 1991 — 1995
Bth, Theology
Maple Grove Public School
Amily Wang's BMO Nesbitt Burns Experience September 2014 - December 2014
Job Mortgage Specialist at BMOFinancial Group
Industry Computer & Network Security
Experience
BMO Financial Group August 2015 - Present
BMO Nesbitt Burns September 2014 - December 2014
ACT (AIDS Committee of Toronto) June 2014 - September 2014
Oracle September 2012 - September 2013
Hewlett-Packard November 2007 - August 2012
Skills
Marketing Strategy, Project Management, Marketing, Sales Operations, Negotiation, Time Management, Account Management, Leadership, Communication, Data Center, Flexibility, Event Planning, Problem Solving, Teamwork, CRM, Customer Service..., Vendor Management, Contract Negotiation, Tender Management, Marketing Communications, Customer Service, Microsoft Office, Management
Education
Humber College 2014 — 2015
Postgraduate, Global business management, 82.5
Tian Jin Foreign Studies University 2002 — 2006
Bachelor's degree, International Economics and Trades, GPA 83
BMO Financial Group August 2015 - Present
BMO Nesbitt Burns September 2014 - December 2014
ACT (AIDS Committee of Toronto) June 2014 - September 2014
Oracle September 2012 - September 2013
Hewlett-Packard November 2007 - August 2012
Skills
Marketing Strategy, Project Management, Marketing, Sales Operations, Negotiation, Time Management, Account Management, Leadership, Communication, Data Center, Flexibility, Event Planning, Problem Solving, Teamwork, CRM, Customer Service..., Vendor Management, Contract Negotiation, Tender Management, Marketing Communications, Customer Service, Microsoft Office, Management
Education
Humber College 2014 — 2015
Postgraduate, Global business management, 82.5
Tian Jin Foreign Studies University 2002 — 2006
Bachelor's degree, International Economics and Trades, GPA 83
Chris Snoyer's BMO Nesbitt Burns Experience September 2009 - January 2010
Job President at Crunch Payments + Incentives
Industry Financial Services
Experience
Crunch Payments + Incentives September 2015 - Present
Berkeley Payment Solutions September 2013 - September 2015
TELUS December 2011 - September 2013
TELUS April 2011 - January 2012
JD Irving May 2010 - September 2010
BMO Nesbitt Burns September 2009 - January 2010
SolutionInc Technologies Ltd. January 2009 - August 2009
Skills
Sales, Team Leadership, Customer Service, Account Management, Social Media, New Business Development, Solution Selling, Strategic Communications, Presentation Development, Consultative Approach, Networking, Needs Analysis, Telecommunications, CRM, Salesforce.com, Customer Satisfaction, Direct Sales, Wireless, Strategic Partnerships, B2B, Customer Retention, Sales Process, Leadership, Team Building, Business Development, Marketing, Integrated Marketing, Business Intelligence, Negotiation, Strategy, Teamwork, Customer Experience, Marketing Communications, Product Marketing, Market Research, Competitive Analysis, Management, Sales Operations, Business Strategy, Marketing Strategy, Strategic Planning, Sales Management, Entrepreneurship, Critical Thinking
Education
Dalhousie University
Bachelor of Commerce (BCom), Major in Marketing Management
Crunch Payments + Incentives September 2015 - Present
Berkeley Payment Solutions September 2013 - September 2015
TELUS December 2011 - September 2013
TELUS April 2011 - January 2012
JD Irving May 2010 - September 2010
BMO Nesbitt Burns September 2009 - January 2010
SolutionInc Technologies Ltd. January 2009 - August 2009
Skills
Sales, Team Leadership, Customer Service, Account Management, Social Media, New Business Development, Solution Selling, Strategic Communications, Presentation Development, Consultative Approach, Networking, Needs Analysis, Telecommunications, CRM, Salesforce.com, Customer Satisfaction, Direct Sales, Wireless, Strategic Partnerships, B2B, Customer Retention, Sales Process, Leadership, Team Building, Business Development, Marketing, Integrated Marketing, Business Intelligence, Negotiation, Strategy, Teamwork, Customer Experience, Marketing Communications, Product Marketing, Market Research, Competitive Analysis, Management, Sales Operations, Business Strategy, Marketing Strategy, Strategic Planning, Sales Management, Entrepreneurship, Critical Thinking
Education
Dalhousie University
Bachelor of Commerce (BCom), Major in Marketing Management
Dee Zhao Dee Zhao's BMO Nesbitt Burns Experience January 2013 - May 2013
Job MA Student at University of Windsor
Industry Financial Services
Experience
BMO Nesbitt Burns January 2013 - May 2013
Greennovate Environmental Organization November 2010 - November 2011
China Household Finance Survey August 2011 - September 2011
Starbucks Coffee (China) July 2011 - September 2011
Southwestern University of Finance and Economics October 2008 - July 2010
Skills
Marketing Research, Data Analysis, Business Development, Customer Service, Marketing Strategy, Financial Analysis, ERP, Econometrics, Eviews, Statistics, SPSS, Microsoft Office
Education
University of Windsor 2014 — 2016
Master’s Degree, Economics, 4.0
George Brown College 2012 — 2013
post graduate certificate, Marketing, 3.6
Southwestern University of Finance and Economics 2008 — 2012
Bachelor's degree, International Economics
BMO Nesbitt Burns January 2013 - May 2013
Greennovate Environmental Organization November 2010 - November 2011
China Household Finance Survey August 2011 - September 2011
Starbucks Coffee (China) July 2011 - September 2011
Southwestern University of Finance and Economics October 2008 - July 2010
Skills
Marketing Research, Data Analysis, Business Development, Customer Service, Marketing Strategy, Financial Analysis, ERP, Econometrics, Eviews, Statistics, SPSS, Microsoft Office
Education
University of Windsor 2014 — 2016
Master’s Degree, Economics, 4.0
George Brown College 2012 — 2013
post graduate certificate, Marketing, 3.6
Southwestern University of Finance and Economics 2008 — 2012
Bachelor's degree, International Economics
Aarti Bhat's BMO Nesbitt Burns Experience May 2013 - August 2013
Job CSC certified, actively seeking job opportunities
Industry Financial Services
Experience
National Bank September 2015 - Present
CIBC April 2014 - April 2015
Progress Capital Management September 2013 - April 2014
BMO Nesbitt Burns May 2013 - August 2013
Quest HR June 2012 - November 2012
Skills
Microsoft Office, SQL, Teamwork, Market Research, Financial Accounting, Customer Service, Executive..., Human Resources, Tax, Creativity, Cost Accounting, Auditing, Management Accounting, PowerPoint, Time Management, Corporate Tax, Accounting, Team Leadership, Management, Access, Financial Analysis, Financial Services, Relationship Management, Mutual Funds, Sales, Leadership
Education
George Brown College 2013 — 2013
Post Graduate Certificate, Marketing Management - Financial Services
Mumbai University 2009 — 2012
Bachelor of Commerce (B.Com.), Accounting and Business/Management
National Bank September 2015 - Present
CIBC April 2014 - April 2015
Progress Capital Management September 2013 - April 2014
BMO Nesbitt Burns May 2013 - August 2013
Quest HR June 2012 - November 2012
Skills
Microsoft Office, SQL, Teamwork, Market Research, Financial Accounting, Customer Service, Executive..., Human Resources, Tax, Creativity, Cost Accounting, Auditing, Management Accounting, PowerPoint, Time Management, Corporate Tax, Accounting, Team Leadership, Management, Access, Financial Analysis, Financial Services, Relationship Management, Mutual Funds, Sales, Leadership
Education
George Brown College 2013 — 2013
Post Graduate Certificate, Marketing Management - Financial Services
Mumbai University 2009 — 2012
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Jean Desmarais Jean Desmarais's BMO Nesbitt Burns Experience 1997 - 2001
Job CoPrésident Keira Capital partners inc.
Industry Financial Services
Experience
Onecap investments May 2012 - Present
Kiera Capital partners August 2011 - Present
Exploration Amseco ltee December 2009 - Present
Amseco exploration ltée 2009 - Present
Vanstar ress. September 2011 - August 2012
Olitra oil & gas December 2009 - February 2011
Valeurs mobilières Desjardins November 2001 - September 2009
BMO Nesbitt Burns 1997 - 2001
Skills
Investments, Business Strategy, Strategic Planning, Portfolio Management, Capital Markets, Corporate Finance, Equities, Management, Private Equity, Asset Management
Education
Université de Montréal - HEC Montréal 2005 — 2007
minor, gestion d'entreprise
Onecap investments May 2012 - Present
Kiera Capital partners August 2011 - Present
Exploration Amseco ltee December 2009 - Present
Amseco exploration ltée 2009 - Present
Vanstar ress. September 2011 - August 2012
Olitra oil & gas December 2009 - February 2011
Valeurs mobilières Desjardins November 2001 - September 2009
BMO Nesbitt Burns 1997 - 2001
Skills
Investments, Business Strategy, Strategic Planning, Portfolio Management, Capital Markets, Corporate Finance, Equities, Management, Private Equity, Asset Management
Education
Université de Montréal - HEC Montréal 2005 — 2007
minor, gestion d'entreprise
Andrea Scarlato's BMO Nesbitt Burns Experience November 2014 - Present
Job Manager, Special Projects BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns November 2014 - Present
Riverstone Golf and Country Club September 2010 - December 2014
SPC Card - Student Price Card April 2014 - October 2014
Riverstone Golf and Country Club October 2013 - October 2014
SPC Card - Student Price Card July 2014 - September 2014
Making Waves Swim School January 2014 - March 2014
Direct Energy March 2012 - June 2012
Skills
Marketing, Creative Strategy, InDesign, Illustrator, PowerPoint, Photoshop, Communication Skills, Microsoft Excel, Microsoft Word, IBS, Jackrabbit, Public Speaking, iPhoto, Social Media, Fundraising, Trade Shows, Direct Mail, Teamwork, Outlook, Facebook, Apache Jackrabbit, Advertising, Communication, Time Management
Education
University of Guelph 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Humber College 2010 — 2014
Diploma in Business Administration, Marketing
BMO Nesbitt Burns November 2014 - Present
Riverstone Golf and Country Club September 2010 - December 2014
SPC Card - Student Price Card April 2014 - October 2014
Riverstone Golf and Country Club October 2013 - October 2014
SPC Card - Student Price Card July 2014 - September 2014
Making Waves Swim School January 2014 - March 2014
Direct Energy March 2012 - June 2012
Skills
Marketing, Creative Strategy, InDesign, Illustrator, PowerPoint, Photoshop, Communication Skills, Microsoft Excel, Microsoft Word, IBS, Jackrabbit, Public Speaking, iPhoto, Social Media, Fundraising, Trade Shows, Direct Mail, Teamwork, Outlook, Facebook, Apache Jackrabbit, Advertising, Communication, Time Management
Education
University of Guelph 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Humber College 2010 — 2014
Diploma in Business Administration, Marketing
Jason (Zhen Xu) Gao Jason (Zhen Xu) Gao's BMO Nesbitt Burns Experience January 2015 - April 2015
Job Business Development Associate at BMO Nesbitt Burns|Leads Generation|CSC|Open to Opportunities
Industry Financial Services
Experience
The Home Depot Canada April 2015 - Present
BMO Nesbitt Burns January 2015 - April 2015
Vision Accounting January 2014 - August 2014
Victoria Training Center June 2013 - August 2013
Price Chopper Supermarkets May 2008 - June 2008
Engineers Without Borders Canada October 2007 - January 2008
Skills
Cold Calling, Sales, New Business Development, Microsoft Office, Teamwork, Microsoft Excel, Customer Service, Microsoft Word, Marketing, PowerPoint, Research, Social Media Marketing, SEO, Data Analysis, Social Media, Personal Income Tax..., Time Management, Accounting, Analytical Skills
Education
George Brown College 2014 — 2015
Post Graduate Diploma, Marketing Management - Financial Services
McMaster University 2009 — 2013
Honors Bachelor of Commerce (B.Com.), Marketing; E-Marketing
The Home Depot Canada April 2015 - Present
BMO Nesbitt Burns January 2015 - April 2015
Vision Accounting January 2014 - August 2014
Victoria Training Center June 2013 - August 2013
Price Chopper Supermarkets May 2008 - June 2008
Engineers Without Borders Canada October 2007 - January 2008
Skills
Cold Calling, Sales, New Business Development, Microsoft Office, Teamwork, Microsoft Excel, Customer Service, Microsoft Word, Marketing, PowerPoint, Research, Social Media Marketing, SEO, Data Analysis, Social Media, Personal Income Tax..., Time Management, Accounting, Analytical Skills
Education
George Brown College 2014 — 2015
Post Graduate Diploma, Marketing Management - Financial Services
McMaster University 2009 — 2013
Honors Bachelor of Commerce (B.Com.), Marketing; E-Marketing
Conor Behan Conor Behan's BMO Nesbitt Burns Experience May 2010 - January 2011
Job Owner and Foreman Oriole General Contracting
Industry Construction
Experience
SNC-Lavalin Minerconsult April 2015 - Present
Odds and Ends Landscaping and Construction April 2011 - Present
Severn Woods Construction May 2014 - December 2014
Viceroy Custom Home Builders and Manufacturers February 2014 - July 2014
Primary Engineering and Construction January 2013 - August 2013
Specified Roofing Contractors Inc. January 2012 - August 2013
Clearlite Construction, James Graham Paving, Signature Renos August 2004 - April 2011
BMO Nesbitt Burns May 2010 - January 2011
Georgian peaks ski club December 2003 - February 2008
Skills
Microsoft Excel, PowerPoint, Marketing, Microsoft Office, Customer Service, Revit (Building..., Costworks, Planswift, Microsoft Project, Recruiting, Concrete, Landscaping, Project Management, Renovation, Sales, Time Management
Education
George Brown College 2011 — 2015
BAT, Construction Science and Management
forest hill
forest hill
SNC-Lavalin Minerconsult April 2015 - Present
Odds and Ends Landscaping and Construction April 2011 - Present
Severn Woods Construction May 2014 - December 2014
Viceroy Custom Home Builders and Manufacturers February 2014 - July 2014
Primary Engineering and Construction January 2013 - August 2013
Specified Roofing Contractors Inc. January 2012 - August 2013
Clearlite Construction, James Graham Paving, Signature Renos August 2004 - April 2011
BMO Nesbitt Burns May 2010 - January 2011
Georgian peaks ski club December 2003 - February 2008
Skills
Microsoft Excel, PowerPoint, Marketing, Microsoft Office, Customer Service, Revit (Building..., Costworks, Planswift, Microsoft Project, Recruiting, Concrete, Landscaping, Project Management, Renovation, Sales, Time Management
Education
George Brown College 2011 — 2015
BAT, Construction Science and Management
forest hill
forest hill
Sharna Robinson's BMO Nesbitt Burns Experience 2006 - May 2006
Job Diamond Diplomat,Luxury Consultant Branding FERI as part of the worlds largest branding campaign to be #1 Designer Brand
Industry Luxury Goods & Jewelry
Experience
Global Wealth Trade July 2011 - Present
TTC September 2006 - March 2014
BMO Nesbitt Burns 2006 - May 2006
ALDO Group March 2005 - January 2006
Lick's Homeburgers and Ice Cream September 2004 - March 2005
Skills
Marketing, Luxury, Public Relations, Fashion, Social Media, Business Planning, Retail, Customer Service, Social Media Marketing, Public Speaking, Event Management, Coaching, Jewelry, Sales, Sales Management, Event Planning, Social Networking, Management, Marketing Strategy, Luxury Goods, Team Building, Team Leadership, New Business Development, Time Management, Entrepreneurship, Leadership, Online Marketing, Marketing Communications, PowerPoint, Advertising, Brand Development, Recruiting, Marketing Management, Business Development, Email Marketing, Digital Marketing, Watches, Fundraising, Teamwork, Facebook, Blogging, Negotiation, Twitter, Pinterest, Tumblr, YouTube, International Relations, International Business, Luxury Brand Marketing, Luxury Lifestyle
Education
George Brown College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business and Communications
Global Wealth Trade July 2011 - Present
TTC September 2006 - March 2014
BMO Nesbitt Burns 2006 - May 2006
ALDO Group March 2005 - January 2006
Lick's Homeburgers and Ice Cream September 2004 - March 2005
Skills
Marketing, Luxury, Public Relations, Fashion, Social Media, Business Planning, Retail, Customer Service, Social Media Marketing, Public Speaking, Event Management, Coaching, Jewelry, Sales, Sales Management, Event Planning, Social Networking, Management, Marketing Strategy, Luxury Goods, Team Building, Team Leadership, New Business Development, Time Management, Entrepreneurship, Leadership, Online Marketing, Marketing Communications, PowerPoint, Advertising, Brand Development, Recruiting, Marketing Management, Business Development, Email Marketing, Digital Marketing, Watches, Fundraising, Teamwork, Facebook, Blogging, Negotiation, Twitter, Pinterest, Tumblr, YouTube, International Relations, International Business, Luxury Brand Marketing, Luxury Lifestyle
Education
George Brown College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business and Communications
Christine Jassir's BMO Nesbitt Burns Experience January 2011 - October 2011
Job Administrative assistant SGS Canada
Industry Graphic Design
Experience
SGS International May 2014 - Present
Sears Canada February 2013 - February 2014
Blowdry lounge November 2011 - February 2013
BMO Nesbitt Burns January 2011 - October 2011
DOVE SPA 2009 - April 2011
GoodLife Fitness September 2007 - September 2008
Skills
Sales, Marketing, Customer Service, Strategic Planning, Microsoft Excel, Negotiation, Management, Leadership, Social Media Marketing, Marketing Communications, Team Leadership, Project Management, Teamwork
Education
George Brown College 2010 — 2011
diploma, Marketing Strategic Management
Humber College 2007 — 2008
Diploma, Spa Management & Administration services
SGS International May 2014 - Present
Sears Canada February 2013 - February 2014
Blowdry lounge November 2011 - February 2013
BMO Nesbitt Burns January 2011 - October 2011
DOVE SPA 2009 - April 2011
GoodLife Fitness September 2007 - September 2008
Skills
Sales, Marketing, Customer Service, Strategic Planning, Microsoft Excel, Negotiation, Management, Leadership, Social Media Marketing, Marketing Communications, Team Leadership, Project Management, Teamwork
Education
George Brown College 2010 — 2011
diploma, Marketing Strategic Management
Humber College 2007 — 2008
Diploma, Spa Management & Administration services
Adam Bellisario Adam Bellisario's BMO Nesbitt Burns Experience May 2014 - September 2014
Job LDP Retail Manager
Industry Consumer Goods
Experience
Acosta Sales & Marketing June 2015 - Present
Mosaic Sales Solutions October 2014 - June 2015
BMO Nesbitt Burns May 2014 - September 2014
Driven Asphalt Sealing April 2008 - September 2013
Forsa Equipment Inc. April 2012 - August 2013
Pareto October 2012 - April 2013
International Clothiers Inc. October 2004 - January 2006
Westex August 2001 - April 2004
Skills
Selling, Charismatic Leadership, Sales, Strategic Planning, Customer Service, Sales Management, Creative Strategy, Scheduling Management, Business Analysis, Report Writing, Deal Closure, Deal Creation, Microsoft Excel, Financial Controlling, Supply Chain Management, Inventory Control, Marketing, PowerPoint, Social Media, Public Speaking, Team Leadership, Time Management, Management, Leadership, Teamwork
Education
Sheridan College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Major: Global Business Management, Minor: Supply Chain Management
Hogeschool van Arnhem en Nijmegen 2013 — 2014
Coursework in International Business, European Integration, Supply Chain Management, European Integration
Acosta Sales & Marketing June 2015 - Present
Mosaic Sales Solutions October 2014 - June 2015
BMO Nesbitt Burns May 2014 - September 2014
Driven Asphalt Sealing April 2008 - September 2013
Forsa Equipment Inc. April 2012 - August 2013
Pareto October 2012 - April 2013
International Clothiers Inc. October 2004 - January 2006
Westex August 2001 - April 2004
Skills
Selling, Charismatic Leadership, Sales, Strategic Planning, Customer Service, Sales Management, Creative Strategy, Scheduling Management, Business Analysis, Report Writing, Deal Closure, Deal Creation, Microsoft Excel, Financial Controlling, Supply Chain Management, Inventory Control, Marketing, PowerPoint, Social Media, Public Speaking, Team Leadership, Time Management, Management, Leadership, Teamwork
Education
Sheridan College 2012 — 2015
Bachelor of Business Administration (B.B.A.), Major: Global Business Management, Minor: Supply Chain Management
Hogeschool van Arnhem en Nijmegen 2013 — 2014
Coursework in International Business, European Integration, Supply Chain Management, European Integration
Anna Sierra's BMO Nesbitt Burns Experience May 2015 - Present
Job Desktop Production Specialist at BMO Nesbitt Burns
Industry Graphic Design
Experience
BMO Nesbitt Burns May 2015 - Present
Northern Journal August 2013 - July 2014
Fonebook May 2012 - July 2013
Humber College - Open Learning Center September 2011 - May 2012
Education
Humber College 2011 — 2013
Diploma in, Advertising and Graphic Design
Archbishop Romero Catholic Secondary School
Ryerson University
Arts, Photography
St. Mary's Catholic Secondary School
BMO Nesbitt Burns May 2015 - Present
Northern Journal August 2013 - July 2014
Fonebook May 2012 - July 2013
Humber College - Open Learning Center September 2011 - May 2012
Education
Humber College 2011 — 2013
Diploma in, Advertising and Graphic Design
Archbishop Romero Catholic Secondary School
Ryerson University
Arts, Photography
St. Mary's Catholic Secondary School
Yannick Beaudoin CFA's BMO Nesbitt Burns Experience June 1996 - June 1998
Job Senior Director, Renewable Resources at PSP Investments
Industry Textiles
Experience
PSP Investments October 2012 - Present
Gildan June 2009 - October 2012
Molson Coors Brewing Company June 2005 - February 2009
Molson Canada June 2002 - June 2005
C-MAC January 2001 - June 2001
BMO Nesbitt Burns June 1996 - June 1998
Skills
Business Strategy, Mergers, Acquisition Integration, Planning, Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Negotiation, Strategic Planning, New Business Development, Business Planning, Contract Negotiations, Competitive Analysis, Business Valuation, Contract Negotiation, Financial Planning, Corporate Development, Mergers & Acquisitions
Education
McGill University 1998 — 2000
MBA, Marketing, Strategy
CFA Institute 1996 — 1998
CFA
HEC Montreal 1993 — 1996
BAA, Finance
PSP Investments October 2012 - Present
Gildan June 2009 - October 2012
Molson Coors Brewing Company June 2005 - February 2009
Molson Canada June 2002 - June 2005
C-MAC January 2001 - June 2001
BMO Nesbitt Burns June 1996 - June 1998
Skills
Business Strategy, Mergers, Acquisition Integration, Planning, Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Negotiation, Strategic Planning, New Business Development, Business Planning, Contract Negotiations, Competitive Analysis, Business Valuation, Contract Negotiation, Financial Planning, Corporate Development, Mergers & Acquisitions
Education
McGill University 1998 — 2000
MBA, Marketing, Strategy
CFA Institute 1996 — 1998
CFA
HEC Montreal 1993 — 1996
BAA, Finance
Kristina Lui's BMO Nesbitt Burns Experience July 2006 - July 2006
Job Teacher at Success Tutorial Schools
Industry Marketing and Advertising
Experience
Ignite Marketing Inc. October 2014 - May 2015
Monkey Tree English Learning Center September 2011 - July 2013
Hong Kong Jockey Club April 2010 - July 2010
Diarough Canada September 2009 - December 2009
Empire Theatres January 2009 - April 2009
American Express May 2008 - August 2008
Cisco Systems July 2007 - August 2007
BMO Nesbitt Burns July 2006 - July 2006
Skills
Management, Marketing, Event Planning, Editing, Project Management
Education
Queen's University 2013 — 2014
Bachelor of Education (BEd), Primary/Junior
Dalhousie University 2007 — 2011
Bachelor, Commerce Co-op, Major in Marketing Management
Ignite Marketing Inc. October 2014 - May 2015
Monkey Tree English Learning Center September 2011 - July 2013
Hong Kong Jockey Club April 2010 - July 2010
Diarough Canada September 2009 - December 2009
Empire Theatres January 2009 - April 2009
American Express May 2008 - August 2008
Cisco Systems July 2007 - August 2007
BMO Nesbitt Burns July 2006 - July 2006
Skills
Management, Marketing, Event Planning, Editing, Project Management
Education
Queen's University 2013 — 2014
Bachelor of Education (BEd), Primary/Junior
Dalhousie University 2007 — 2011
Bachelor, Commerce Co-op, Major in Marketing Management
Mourad Bouchmama's BMO Nesbitt Burns Experience April 2009 - March 2012
Job Financial Services Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2012 - June 2015
BMO Nesbitt Burns April 2009 - March 2012
CIBC April 2008 - October 2008
Freedom 55 Financial May 2005 - May 2008
Skills
Investments, Insurance, Portfolio Management, Retirement Planning, Finance, Corporate Finance, Marketing, Negotiation, Management, Mutual Funds, Business Strategy
Education
HEC Montréal 2002 — 2005
Bachelor of Science (B.S.), Marketing, Finance and Financial Planning, 2005
Sun Life Financial March 2012 - June 2015
BMO Nesbitt Burns April 2009 - March 2012
CIBC April 2008 - October 2008
Freedom 55 Financial May 2005 - May 2008
Skills
Investments, Insurance, Portfolio Management, Retirement Planning, Finance, Corporate Finance, Marketing, Negotiation, Management, Mutual Funds, Business Strategy
Education
HEC Montréal 2002 — 2005
Bachelor of Science (B.S.), Marketing, Finance and Financial Planning, 2005
Emmanuelle Sansfaçon Emmanuelle Sansfaçon's BMO Nesbitt Burns Experience January 2006 - July 2008
Job Team Leader at Medavie Blue Cross
Industry Information Technology and Services
Experience
Medavie Blue Cross May 2013 - Present
Desjardins January 2013 - April 2013
Medavie Blue Cross April 2012 - December 2012
Croix Bleue Medavie July 2008 - April 2012
BMO Nesbitt Burns January 2006 - July 2008
Bombardier Real Estate March 2003 - July 2008
Skills
ALMI, MS Project, Marketing, Business Development, French, Project Management, Access, Analysis, Strategic Planning, Marketing Communications, Training, Software Documentation, Project Planning, Leadership, Business Process, Change Management, Data Analysis, Business Analysis, Coaching, Risk Management, Microsoft Office, Team Management, Management Consulting, Insurance, Microsoft Project
Education
Université de Montréal - HEC Montréal 2011 — 2013
Certificat - Gestion de projets, Project Management
HEC Montréal 2005 — 2008
BAA, International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 2007 — 2007
College Jean de Brebeuf 2003 — 2005
DEC, Sciences humaines internationales
PSNM 1998 — 2003
Medavie Blue Cross May 2013 - Present
Desjardins January 2013 - April 2013
Medavie Blue Cross April 2012 - December 2012
Croix Bleue Medavie July 2008 - April 2012
BMO Nesbitt Burns January 2006 - July 2008
Bombardier Real Estate March 2003 - July 2008
Skills
ALMI, MS Project, Marketing, Business Development, French, Project Management, Access, Analysis, Strategic Planning, Marketing Communications, Training, Software Documentation, Project Planning, Leadership, Business Process, Change Management, Data Analysis, Business Analysis, Coaching, Risk Management, Microsoft Office, Team Management, Management Consulting, Insurance, Microsoft Project
Education
Université de Montréal - HEC Montréal 2011 — 2013
Certificat - Gestion de projets, Project Management
HEC Montréal 2005 — 2008
BAA, International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 2007 — 2007
College Jean de Brebeuf 2003 — 2005
DEC, Sciences humaines internationales
PSNM 1998 — 2003
Shirl Smith Shirl Smith's BMO Nesbitt Burns Experience April 1997 - August 1998
Job Program Coordinator at Kijiji, an eBay Company
Industry Online Media
Experience
Kijiji, an eBay Company May 2011 - Present
MAXAMUS ENTERTAINMENT January 2002 - Present
Kelly Services September 2005 - April 2011
BMO Nesbitt Burns April 1997 - August 1998
Education
George Brown College 2001 — 2003
Marketing
Kijiji, an eBay Company May 2011 - Present
MAXAMUS ENTERTAINMENT January 2002 - Present
Kelly Services September 2005 - April 2011
BMO Nesbitt Burns April 1997 - August 1998
Education
George Brown College 2001 — 2003
Marketing
Atsuko (Annie) Hiraoka Atsuko (Annie) Hiraoka's BMO Nesbitt Burns Experience October 2007 - August 2010
Job VP, Marketing and Sales at Cougar Global Investments Ltd.
Industry Financial Services
Experience
Cougar Global Investments Ltd. October 2010 - Present
BMO Nesbitt Burns October 2007 - August 2010
Capital One, Canada January 2006 - September 2007
Ford Motor Company April 1999 - August 2005
Skills
Investments, Strategic Financial..., Financial Planners, Management Consulting, Marketing, Strategic Planning, Business Analysis, Market Research, Asset Management, Portfolio Management, Wealth Management, Financial Modeling, Strategy, Financial Analysis, Investment Strategies, ETFs, Mergers & Acquisitions, Financial Planning, Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Elon University 1988 — 1990
BA
CMA
Cougar Global Investments Ltd. October 2010 - Present
BMO Nesbitt Burns October 2007 - August 2010
Capital One, Canada January 2006 - September 2007
Ford Motor Company April 1999 - August 2005
Skills
Investments, Strategic Financial..., Financial Planners, Management Consulting, Marketing, Strategic Planning, Business Analysis, Market Research, Asset Management, Portfolio Management, Wealth Management, Financial Modeling, Strategy, Financial Analysis, Investment Strategies, ETFs, Mergers & Acquisitions, Financial Planning, Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Elon University 1988 — 1990
BA
CMA
Julien Bruneau, CIM® Julien Bruneau, CIM®'s BMO Nesbitt Burns Experience October 2007 - October 2009
Job Private Advisor at National Bank Financial Private Wealth 1859
Industry Financial Services
Experience
National Bank Financial Private Wealth 1859 October 2014 - Present
NBCN October 2012 - October 2014
Claret Asset Management Corporation December 2009 - October 2012
BMO Nesbitt Burns October 2007 - October 2009
BMO Financial Group October 2006 - July 2007
BMO Financial Group September 2003 - October 2006
Skills
Wealth Management, Investments, Relationship Management, Sales, Team Leadership, Mutual Funds, Business Development, Finance, Securities, Asset Management, Management, Leadership, Portfolio Management, Investment Management
Education
CFA Institute 2010 — 2011
Canadian Securities Institute 2008 — 2010
Chartered Investment Manager (CIM®)
Université de Montréal - HEC Montréal 2000 — 2003
BComm., Management
Collège Jean-de-Brébeuf 1997 — 1999
DEC, Medical Sciences
National Bank Financial Private Wealth 1859 October 2014 - Present
NBCN October 2012 - October 2014
Claret Asset Management Corporation December 2009 - October 2012
BMO Nesbitt Burns October 2007 - October 2009
BMO Financial Group October 2006 - July 2007
BMO Financial Group September 2003 - October 2006
Skills
Wealth Management, Investments, Relationship Management, Sales, Team Leadership, Mutual Funds, Business Development, Finance, Securities, Asset Management, Management, Leadership, Portfolio Management, Investment Management
Education
CFA Institute 2010 — 2011
Canadian Securities Institute 2008 — 2010
Chartered Investment Manager (CIM®)
Université de Montréal - HEC Montréal 2000 — 2003
BComm., Management
Collège Jean-de-Brébeuf 1997 — 1999
DEC, Medical Sciences
Hayley Edwards Hayley Edwards's BMO Nesbitt Burns Experience January 2012 - August 2012
Job Design Assistant at Sealy Design Inc
Industry Financial Services
Experience
Sealy Design Inc September 2013 - Present
Crown Hill Capital October 2012 - January 2013
BMO Nesbitt Burns January 2012 - August 2012
KPMG in Canada May 2010 - August 2010
McCarthy Tetrault May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Research, Analysis, Microsoft Word, Data Entry, Access, Event Planning, Social Media, Event Management, Microsoft Office, Social Media Marketing, Marketing Communications, Time Management, Public Speaking
Education
George Brown College 2011 — 2012
Postgraduate Certificate, Marketing Management Financial Services
The University of Western Ontario - Huron University College 2007 — 2011
BA, Geography, History
Sealy Design Inc September 2013 - Present
Crown Hill Capital October 2012 - January 2013
BMO Nesbitt Burns January 2012 - August 2012
KPMG in Canada May 2010 - August 2010
McCarthy Tetrault May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Research, Analysis, Microsoft Word, Data Entry, Access, Event Planning, Social Media, Event Management, Microsoft Office, Social Media Marketing, Marketing Communications, Time Management, Public Speaking
Education
George Brown College 2011 — 2012
Postgraduate Certificate, Marketing Management Financial Services
The University of Western Ontario - Huron University College 2007 — 2011
BA, Geography, History
Brett Vetensky's BMO Nesbitt Burns Experience 1994 - 2000
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2009 - Present
Morgan Stanley 2005 - 2009
Merrill Lynch 2000 - 2005
BMO Nesbitt Burns 1994 - 2000
Skills
Asset Allocation, Investments, Mutual Funds, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Retirement, Alternative Investments, Equities, Fixed Annuities, Fixed Income
Education
Hofstra University 1993 — 1994
Bachelor of Business Administration (BBA), Finance, General
University of Miami 1989 — 1993
Wells Fargo Advisors December 2009 - Present
Morgan Stanley 2005 - 2009
Merrill Lynch 2000 - 2005
BMO Nesbitt Burns 1994 - 2000
Skills
Asset Allocation, Investments, Mutual Funds, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Retirement, Alternative Investments, Equities, Fixed Annuities, Fixed Income
Education
Hofstra University 1993 — 1994
Bachelor of Business Administration (BBA), Finance, General
University of Miami 1989 — 1993
Ashley (Soutar) Gillingham Ashley (Soutar) Gillingham's BMO Nesbitt Burns Experience September 2008 - Present
Job Experienced Reception & Administration
Industry Financial Services
Experience
BMO Nesbitt Burns September 2008 - Present
H & M January 2008 - September 2008
La Senza September 2007 - September 2008
Skills
Communication, interpersonal, Organizing, Direct Sales, Marketing Strategy, Event Management, Teamwork, New Business Development, Microsoft Office, Budgets, Business Strategy, Retail, Sales, Marketing, Merchandising, Time Management, Market Research, Marketing Communications, Social Media
Education
George Brown College 2006 — 2008
Diploma, Fashion Business
Seneca College of Applied Arts and Technology 2002 — 2005
Diploma, Marketing
BMO Nesbitt Burns September 2008 - Present
H & M January 2008 - September 2008
La Senza September 2007 - September 2008
Skills
Communication, interpersonal, Organizing, Direct Sales, Marketing Strategy, Event Management, Teamwork, New Business Development, Microsoft Office, Budgets, Business Strategy, Retail, Sales, Marketing, Merchandising, Time Management, Market Research, Marketing Communications, Social Media
Education
George Brown College 2006 — 2008
Diploma, Fashion Business
Seneca College of Applied Arts and Technology 2002 — 2005
Diploma, Marketing
Catherine Kong, MBA, CFP, CIM, FCSI Catherine Kong, MBA, CFP, CIM, FCSI's BMO Nesbitt Burns Experience January 2003 - February 2005
Job Branch Manager and Investment Advisor at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Bank Group November 2012 - Present
TD Bank Group July 2010 - November 2012
TD Bank Group March 2005 - July 2009
BMO Nesbitt Burns January 2003 - February 2005
Bank of Montreal March 2000 - December 2002
Bank of Montreal September 1999 - March 2000
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Wealth Management, Retail Banking, Credit, Banking, Commercial Banking, Loans, Credit Analysis, Equities, Fixed Income, Mortgage Lending, Investment Advisory, Commercial Lending, Small Business Lending, Consumer Lending, Credit Risk, Capital Markets, Securities, Investment Strategies, Derivatives, Asset Allocation
Education
University of Toronto 2015 — 2016
Master’s Degree, Global Professional Master of Laws (GPLLM)
Ivey Business School at Western University 2014 — 2015
Master of Business Administration (M.B.A.)
Haskayne School of Business 1995 — 1999
Bachelor of Commerce (B.Comm), Finance
Sacred Heart Canossian College
High School
TD Bank Group November 2012 - Present
TD Bank Group July 2010 - November 2012
TD Bank Group March 2005 - July 2009
BMO Nesbitt Burns January 2003 - February 2005
Bank of Montreal March 2000 - December 2002
Bank of Montreal September 1999 - March 2000
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Wealth Management, Retail Banking, Credit, Banking, Commercial Banking, Loans, Credit Analysis, Equities, Fixed Income, Mortgage Lending, Investment Advisory, Commercial Lending, Small Business Lending, Consumer Lending, Credit Risk, Capital Markets, Securities, Investment Strategies, Derivatives, Asset Allocation
Education
University of Toronto 2015 — 2016
Master’s Degree, Global Professional Master of Laws (GPLLM)
Ivey Business School at Western University 2014 — 2015
Master of Business Administration (M.B.A.)
Haskayne School of Business 1995 — 1999
Bachelor of Commerce (B.Comm), Finance
Sacred Heart Canossian College
High School
Kimberly Lefever MBA, CIM, FMA, CFP Kimberly Lefever MBA, CIM, FMA, CFP's BMO Nesbitt Burns Experience 2006 - 2008
Job Senior Manager, Investor Relations at Dream Unlimited
Industry Capital Markets
Experience
Dream Unlimited July 2014 - Present
ROI Capital August 2011 - July 2014
BMO Nesbitt Burns 2006 - 2008
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Equities, Investment Advisory, Sales, Alternative Investments, Asset Allocation, Asset Management, Securities, Fixed Income, Capital Markets, Hedge Funds, Finance, ETFs
Education
Heriot-Watt University
MBA
Certified Financial Planner
CFP
CFA Institute, Charlottesville VA
Canadian Securities Institute
CIM
Canadian Securities Institute
FMA
York University
BA, Psychology
Dream Unlimited July 2014 - Present
ROI Capital August 2011 - July 2014
BMO Nesbitt Burns 2006 - 2008
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Equities, Investment Advisory, Sales, Alternative Investments, Asset Allocation, Asset Management, Securities, Fixed Income, Capital Markets, Hedge Funds, Finance, ETFs
Education
Heriot-Watt University
MBA
Certified Financial Planner
CFP
CFA Institute, Charlottesville VA
Canadian Securities Institute
CIM
Canadian Securities Institute
FMA
York University
BA, Psychology
William Hunter William Hunter's BMO Nesbitt Burns Experience March 1998 - October 1999
Job Managing Director Global Natural Resources Group at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities August 2013 - July 2015
Teneo Capital April 2012 - August 2013
Dahlman Rose & Co. April 2011 - November 2011
Jefferies & Company February 2006 - April 2011
TD Securities October 1999 - February 2006
BMO Nesbitt Burns March 1998 - October 1999
NatWest Markets December 1993 - February 1998
KPMG US 1991 - 1993
Skills
Mergers, Investment Banking, Leveraged Finance, Restructuring, Mining, Equities, Capital Markets, Corporate Finance, Structuring, Mergers & Acquisitions, Private Equity, Strategy, Finance, Hedge Funds, IPO, Valuation, Financial Structuring, LBO, Corporate Development, Financial Sponsors, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1992
BSC, Finance
Nomura Securities August 2013 - July 2015
Teneo Capital April 2012 - August 2013
Dahlman Rose & Co. April 2011 - November 2011
Jefferies & Company February 2006 - April 2011
TD Securities October 1999 - February 2006
BMO Nesbitt Burns March 1998 - October 1999
NatWest Markets December 1993 - February 1998
KPMG US 1991 - 1993
Skills
Mergers, Investment Banking, Leveraged Finance, Restructuring, Mining, Equities, Capital Markets, Corporate Finance, Structuring, Mergers & Acquisitions, Private Equity, Strategy, Finance, Hedge Funds, IPO, Valuation, Financial Structuring, LBO, Corporate Development, Financial Sponsors, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
MBA, Finance
DePaul University 1990 — 1992
BSC, Finance
Ted Kalil, CIM, CFA Ted Kalil, CIM, CFA's BMO Nesbitt Burns Experience January 1993 - October 1995
Job Vice President & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 1995 - Present
BMO Nesbitt Burns January 1993 - October 1995
Skills
Investment Strategies, Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Equities, Sports Management, High Net Worth...
Education
Queen's University 1988 — 1992
Bachelor of Arts (Honours)
Harvard Business School Executive Education
Investment Management Workshop
RBC Dominion Securities October 1995 - Present
BMO Nesbitt Burns January 1993 - October 1995
Skills
Investment Strategies, Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Equities, Sports Management, High Net Worth...
Education
Queen's University 1988 — 1992
Bachelor of Arts (Honours)
Harvard Business School Executive Education
Investment Management Workshop
Gillian McGrath's BMO Nesbitt Burns Experience January 2010 - December 2010
Job Commerce Graduate from Dalhousie University
Industry Hospitality
Experience
The Lord Nelson Hotel & Suites May 2009 - May 2012
Matchstick Search Consultants May 2011 - August 2011
Food Careers Canada May 2011 - August 2011
BMO Nesbitt Burns January 2010 - December 2010
Skills
Customer Service, Microsoft Office, Team Leadership, Teamwork, Time Management, Microsoft Excel, Sales, Marketing, Social Media, Outlook, Front Office, Microsoft Word, Marketing Strategy, Recruiting
Education
Dalhousie University 2007 — 2012
Bachelor of Commerce
Port Perry High School
The Lord Nelson Hotel & Suites May 2009 - May 2012
Matchstick Search Consultants May 2011 - August 2011
Food Careers Canada May 2011 - August 2011
BMO Nesbitt Burns January 2010 - December 2010
Skills
Customer Service, Microsoft Office, Team Leadership, Teamwork, Time Management, Microsoft Excel, Sales, Marketing, Social Media, Outlook, Front Office, Microsoft Word, Marketing Strategy, Recruiting
Education
Dalhousie University 2007 — 2012
Bachelor of Commerce
Port Perry High School
Fred Mifflin Fred Mifflin's BMO Nesbitt Burns Experience 1997 - 2001
Job Vice Chairman at Blair Franklin Capital Partners
Industry Investment Banking
Experience
Blair Franklin Capital Partners 2007 - Present
Altius Minerals 2005 - Present
BMO Capital Markets 2005 - 2006
INSEAD 2004 - 2005
BMO Capital Markets 2001 - 2005
BMO Nesbitt Burns 1997 - 2001
BMO Nesbitt Burns 1991 - 1997
Skills
Mergers, Corporate Finance, Investment Banking, Corporate Governance, Strategy, Management, Business Strategy, Investments, Portfolio Management, Bloomberg, Capital Markets, Private Equity, Management Consulting, Strategic Planning, Mergers & Acquisitions, Executive Management, Risk Management, Asset Management, Leadership, Change Management, Start-ups, Business Planning, Financial Services, Securities
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance
Queen's University 1978 — 1981
BComm, Finance & Economics
Harvard Business School
AMP
University of Toronto - Rotman School of Management
ICD.D, Corporate Governance
Blair Franklin Capital Partners 2007 - Present
Altius Minerals 2005 - Present
BMO Capital Markets 2005 - 2006
INSEAD 2004 - 2005
BMO Capital Markets 2001 - 2005
BMO Nesbitt Burns 1997 - 2001
BMO Nesbitt Burns 1991 - 1997
Skills
Mergers, Corporate Finance, Investment Banking, Corporate Governance, Strategy, Management, Business Strategy, Investments, Portfolio Management, Bloomberg, Capital Markets, Private Equity, Management Consulting, Strategic Planning, Mergers & Acquisitions, Executive Management, Risk Management, Asset Management, Leadership, Change Management, Start-ups, Business Planning, Financial Services, Securities
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance
Queen's University 1978 — 1981
BComm, Finance & Economics
Harvard Business School
AMP
University of Toronto - Rotman School of Management
ICD.D, Corporate Governance
Cindy Kwok Cindy Kwok's BMO Nesbitt Burns Experience December 2014 - March 2015
Job Legal Administrative Assistant at Vanguard Law Group LLP
Industry Legal Services
Experience
Vanguard Law Group LLP March 2015 - Present
BMO Nesbitt Burns December 2014 - March 2015
Watson Goepel LLP December 2014 - December 2014
Samsung Authorized Service Centre June 2012 - July 2014
Forrester & Company June 2010 - June 2011
Larlee Rosenberg May 2010 - May 2010
Contemporary Security Canada January 2010 - March 2010
Vincent T.K. Cheung, Yap & Co September 2005 - December 2005
Skills
Immigration Law, Legal Research, Legal Writing, Information Seeking, Flexible Approach, Conveyancing, Civil Litigation
Education
Vancouver Community College 2013 — 2016
Douglas College 2009 — 2011
Legal Administrative Assistant
Douglas College
Vanguard Law Group LLP March 2015 - Present
BMO Nesbitt Burns December 2014 - March 2015
Watson Goepel LLP December 2014 - December 2014
Samsung Authorized Service Centre June 2012 - July 2014
Forrester & Company June 2010 - June 2011
Larlee Rosenberg May 2010 - May 2010
Contemporary Security Canada January 2010 - March 2010
Vincent T.K. Cheung, Yap & Co September 2005 - December 2005
Skills
Immigration Law, Legal Research, Legal Writing, Information Seeking, Flexible Approach, Conveyancing, Civil Litigation
Education
Vancouver Community College 2013 — 2016
Douglas College 2009 — 2011
Legal Administrative Assistant
Douglas College
John Mills's BMO Nesbitt Burns Experience 1996 - 1998
Job Senior Vice President at Phoenix Investment Adviser, LLC
Industry Investment Management
Experience
Phoenix Investment Adviser, LLC April 2014 - Present
Broadfin Capital, LLC 2009 - March 2014
Abingdon Capital Management 2007 - 2009
GSC Group 2004 - 2007
Mezzcappa Management 2002 - 2004
Sanford C. Bernstein & Co. 1998 - 2000
BMO Nesbitt Burns 1996 - 1998
Deutsche Bank 1993 - 1995
Paine Webber 1983 - 1994
Skills
Hedge Funds, Equities, Investments, Alternative Investments, Capital Markets, Equity Research, Securities, Asset Management, Fixed Income, Investment Banking, Investor Relations, Mutual Funds, Banking, Fundraising, Private Equity, Portfolio Management, Long/Short Equity, Credit, Trading
Education
Indiana University Bloomington 1980 — 1982
MBA, Finance
Cornell University 1971 — 1975
Bachelor’s Degree, Economics
Deerfield Academy 1967 — 1971
Phoenix Investment Adviser, LLC April 2014 - Present
Broadfin Capital, LLC 2009 - March 2014
Abingdon Capital Management 2007 - 2009
GSC Group 2004 - 2007
Mezzcappa Management 2002 - 2004
Sanford C. Bernstein & Co. 1998 - 2000
BMO Nesbitt Burns 1996 - 1998
Deutsche Bank 1993 - 1995
Paine Webber 1983 - 1994
Skills
Hedge Funds, Equities, Investments, Alternative Investments, Capital Markets, Equity Research, Securities, Asset Management, Fixed Income, Investment Banking, Investor Relations, Mutual Funds, Banking, Fundraising, Private Equity, Portfolio Management, Long/Short Equity, Credit, Trading
Education
Indiana University Bloomington 1980 — 1982
MBA, Finance
Cornell University 1971 — 1975
Bachelor’s Degree, Economics
Deerfield Academy 1967 — 1971
Stephanie Kitchen Stephanie Kitchen's BMO Nesbitt Burns Experience September 2014 - December 2014
Job Sales Coop at ChangeIt®
Industry Financial Services
Experience
ChangeIt® May 2015 - Present
BMO Nesbitt Burns September 2014 - December 2014
BMO Nesbitt Burns January 2014 - April 2014
BMO Financial Group May 2013 - August 2013
Corbett's skis and snowboards September 2009 - December 2012
Skills
Time Management, Teamwork, Team Leadership, Customer Service, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Banking, Microsoft Word, Marketing Communications, Management
Education
Dalhousie University 2012 — 2016
Bachelor of Commerce (B.Com.)- currently studying
ChangeIt® May 2015 - Present
BMO Nesbitt Burns September 2014 - December 2014
BMO Nesbitt Burns January 2014 - April 2014
BMO Financial Group May 2013 - August 2013
Corbett's skis and snowboards September 2009 - December 2012
Skills
Time Management, Teamwork, Team Leadership, Customer Service, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Banking, Microsoft Word, Marketing Communications, Management
Education
Dalhousie University 2012 — 2016
Bachelor of Commerce (B.Com.)- currently studying
jack ajzenberg's BMO Nesbitt Burns Experience PresidentGershone Hirsch communicationsFebruary 1993 - January 1997
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns PresidentGershone Hirsch communicationsFebruary 1993 - January 1997
Jewish Federation of Greater Toronto May 1989 - October 1992
Council of Jewish Federations August 1987 - April 1989
Education
McGill University 1971 — 1975
Dawson College 1969 — 1971
cegep diploma, political science
BMO Nesbitt Burns PresidentGershone Hirsch communicationsFebruary 1993 - January 1997
Jewish Federation of Greater Toronto May 1989 - October 1992
Council of Jewish Federations August 1987 - April 1989
Education
McGill University 1971 — 1975
Dawson College 1969 — 1971
cegep diploma, political science
Paul MacLean's BMO Nesbitt Burns Experience January 1997 - Present
Job Wealth Advisor at BMO Nesbitt Burns and President, P & L MacLean Consulting
Industry Financial Services
Experience
P & L MacLean Consulting January 2000 - Present
BMo Nesbitt Burns January 1997 - Present
Bear Head LNG Corporation 2000 - 2014
Bear Head LNG Corporation 2000 - 2014
Skills
Investment Strategies, Investment Advisory, Investments, Wealth Management, Retirement Planning, Wealth, Mutual Funds, Asset Allocation, Asset Management, Estate Planning, Financial Advisory, Financial Markets, Retirement, High Net Worth..., Financial Planning, Financial Planners, Securities, Equities, Fixed Income, Financial Services, Risk Management, Alternative Investments, Strategic Financial..., Bonds, Insurance, Investment Management, Hedge Funds, Options, Trading, ETFs, Life Insurance, Disability Insurance, Relationship Management, Wealth Management..., Personal Finance, Pensions
Education
Dalhousie University 1992 — 1996
Masters in Urban and Rural Planning, Environmental Studies
Saint Mary's University 1984 — 1989
Bachelor of Arts (BA)
P & L MacLean Consulting January 2000 - Present
BMo Nesbitt Burns January 1997 - Present
Bear Head LNG Corporation 2000 - 2014
Bear Head LNG Corporation 2000 - 2014
Skills
Investment Strategies, Investment Advisory, Investments, Wealth Management, Retirement Planning, Wealth, Mutual Funds, Asset Allocation, Asset Management, Estate Planning, Financial Advisory, Financial Markets, Retirement, High Net Worth..., Financial Planning, Financial Planners, Securities, Equities, Fixed Income, Financial Services, Risk Management, Alternative Investments, Strategic Financial..., Bonds, Insurance, Investment Management, Hedge Funds, Options, Trading, ETFs, Life Insurance, Disability Insurance, Relationship Management, Wealth Management..., Personal Finance, Pensions
Education
Dalhousie University 1992 — 1996
Masters in Urban and Rural Planning, Environmental Studies
Saint Mary's University 1984 — 1989
Bachelor of Arts (BA)
Denise Chan's BMO Nesbitt Burns Experience December 1996 - December 2001
Job Senior Manager, Initiative Management at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group July 2010 - Present
BMO Bank of Montreal January 2002 - June 2010
BMO Nesbitt Burns December 1996 - December 2001
Skills
SDLC, Risk Mitigation, Business Analysis, Capital Markets, Trading Systems, PMP, Vendor Management, Project Portfolio..., Project Delivery, Risk Management, Software Project..., Requirements Gathering, PMO, Integration, Management, IT Strategy, Governance, Financial Services, Relationship Management, Requirements Analysis, Equities, Business Requirements, Banking, Portfolio Management
Education
University of Toronto - Rotman School of Management 1987 — 1989
MBA
Feng Chia University
Bachelor's degree, Electrical Engineering
IFL
BMO Financial Group July 2010 - Present
BMO Bank of Montreal January 2002 - June 2010
BMO Nesbitt Burns December 1996 - December 2001
Skills
SDLC, Risk Mitigation, Business Analysis, Capital Markets, Trading Systems, PMP, Vendor Management, Project Portfolio..., Project Delivery, Risk Management, Software Project..., Requirements Gathering, PMO, Integration, Management, IT Strategy, Governance, Financial Services, Relationship Management, Requirements Analysis, Equities, Business Requirements, Banking, Portfolio Management
Education
University of Toronto - Rotman School of Management 1987 — 1989
MBA
Feng Chia University
Bachelor's degree, Electrical Engineering
IFL
Barbara Vreeland's BMO Nesbitt Burns Experience September 1985 - May 1997
Job Business Systems Analyst at Fiserv
Industry Information Technology and Services
Experience
Fiserv May 1999 - Present
BMO Nesbitt Burns September 1985 - May 1997
Skills
Project Management, Requirements Gathering, Business Analysis, Requirements Analysis, SDLC, Software Project..., Software Documentation, Unix, Business Intelligence, Vendor Management, ITIL, Databases, Process Improvement, MS Project, Functional...
Education
DePaul University
Bachelor of Arts (BA), Business Administration and Management, Project Management
Fiserv May 1999 - Present
BMO Nesbitt Burns September 1985 - May 1997
Skills
Project Management, Requirements Gathering, Business Analysis, Requirements Analysis, SDLC, Software Project..., Software Documentation, Unix, Business Intelligence, Vendor Management, ITIL, Databases, Process Improvement, MS Project, Functional...
Education
DePaul University
Bachelor of Arts (BA), Business Administration and Management, Project Management
Mike Thiess's BMO Nesbitt Burns Experience January 2001 - August 2002
Job AVP Total Rewards & HRIS at CIBC Mellon
Industry Banking
Experience
CIBC Mellon September 2013 - Present
CIBC Mellon June 2011 - September 2013
CIBC October 2009 - June 2011
Franklin Templeton Investments September 2008 - October 2009
Franklin Templeton Investments December 2006 - September 2008
Franklin Templeton Investments August 2002 - December 2006
BMO Nesbitt Burns January 2001 - August 2002
Trimark Investment Management Inc. June 1997 - January 2001
Skills
HRIS, PeopleSoft, Deferred Compensation, Human Resources, Performance Management, Succession Planning, Employee Engagement, Employee Relations
Education
Humber College 1996 — 1997
Human Resources Management
Mount Allison University 1991 — 1995
CIBC Mellon September 2013 - Present
CIBC Mellon June 2011 - September 2013
CIBC October 2009 - June 2011
Franklin Templeton Investments September 2008 - October 2009
Franklin Templeton Investments December 2006 - September 2008
Franklin Templeton Investments August 2002 - December 2006
BMO Nesbitt Burns January 2001 - August 2002
Trimark Investment Management Inc. June 1997 - January 2001
Skills
HRIS, PeopleSoft, Deferred Compensation, Human Resources, Performance Management, Succession Planning, Employee Engagement, Employee Relations
Education
Humber College 1996 — 1997
Human Resources Management
Mount Allison University 1991 — 1995
François Potvin's BMO Nesbitt Burns Experience July 2001 - Present
Job Conseiller en Placement/ Investment Advisor chez BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns July 2001 - Present
Midland Walwyn Inc. (Merrill-Lynch) February 1998 - July 2001
Eli Lilly and Company 1990 - 1998
Xerox 1987 - 1990
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Investment Strategies, Project Management, Investment Advisory, Mutual Funds, Hedge Funds, Fixed Income, Alternative Investments, Asset Management
Education
Université de Montréal - HEC Montréal 1983 — 1987
Baccalauréat en administration des affaires (B.A.A.)
BMO Nesbitt Burns July 2001 - Present
Midland Walwyn Inc. (Merrill-Lynch) February 1998 - July 2001
Eli Lilly and Company 1990 - 1998
Xerox 1987 - 1990
Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Investment Strategies, Project Management, Investment Advisory, Mutual Funds, Hedge Funds, Fixed Income, Alternative Investments, Asset Management
Education
Université de Montréal - HEC Montréal 1983 — 1987
Baccalauréat en administration des affaires (B.A.A.)
Tanya McMurdo's BMO Nesbitt Burns Experience 1998 - 2005
Job Experienced Executive Assistant
Industry Media Production
Experience
Shaw Communications April 2014 - Present
Shaw Communications 2012 - Present
Mercer May 2011 - December 2011
Habitat for Humanity Canada July 2008 - June 2011
Mercer May 2007 - May 2008
Mercer May 2006 - May 2007
Mercer February 2005 - May 2006
BMO Nesbitt Burns 1998 - 2005
Skills
Volunteer Management, Project Management, Nonprofits, Fundraising, Strategic Planning, Event Planning, Public Speaking, Human Resources, Business Analysis, Event Management, Social Media, Public Relations, Team Building, Leadership
Education
Humber College 2012 — 2013
Project Management, Project Management
Georgian College
Busines - Marketing
Shaw Communications April 2014 - Present
Shaw Communications 2012 - Present
Mercer May 2011 - December 2011
Habitat for Humanity Canada July 2008 - June 2011
Mercer May 2007 - May 2008
Mercer May 2006 - May 2007
Mercer February 2005 - May 2006
BMO Nesbitt Burns 1998 - 2005
Skills
Volunteer Management, Project Management, Nonprofits, Fundraising, Strategic Planning, Event Planning, Public Speaking, Human Resources, Business Analysis, Event Management, Social Media, Public Relations, Team Building, Leadership
Education
Humber College 2012 — 2013
Project Management, Project Management
Georgian College
Busines - Marketing
Charyl Galpin's BMO Nesbitt Burns Experience 2010 - Present
Job EVP & Managing Director, Head, BMO Nesbitt Burns Private Client Division Leaders in Service, Innovation and Growth
Industry Financial Services
Experience
BMO Nesbitt Burns 2010 - Present
BMO Nesbitt Burns 2006 - 2010
BMO Nesbitt Burns 2001 - 2006
BMO Nesbitt Burns 1997 - 2000
Skills
Wealth Management, Investment Strategies, Strategic Financial..., Securities, Mutual Funds, Investment Advisory, Investments, Business Strategy, Financial Services, Mergers & Acquisitions, Capital Markets, Financial Advisory, Financial Analysis, Asset Management, Retirement Planning, Portfolio Management, Equities, Asset Allocation, Financial Modeling, Fixed Income, Corporate Governance, Senior Executive..., Sales & Marketing...
Education
Harvard Business School 2012 — 2012
Advanced Management Program, Executive Education
Ivey Business School at Western University
Marketing Management Program
University of California, Berkeley
International Banking Summer School
University of Pennsylvania - The Wharton School
Securities Industry Institute
BMO Nesbitt Burns 2010 - Present
BMO Nesbitt Burns 2006 - 2010
BMO Nesbitt Burns 2001 - 2006
BMO Nesbitt Burns 1997 - 2000
Skills
Wealth Management, Investment Strategies, Strategic Financial..., Securities, Mutual Funds, Investment Advisory, Investments, Business Strategy, Financial Services, Mergers & Acquisitions, Capital Markets, Financial Advisory, Financial Analysis, Asset Management, Retirement Planning, Portfolio Management, Equities, Asset Allocation, Financial Modeling, Fixed Income, Corporate Governance, Senior Executive..., Sales & Marketing...
Education
Harvard Business School 2012 — 2012
Advanced Management Program, Executive Education
Ivey Business School at Western University
Marketing Management Program
University of California, Berkeley
International Banking Summer School
University of Pennsylvania - The Wharton School
Securities Industry Institute
Jeff Denaburg's BMO Nesbitt Burns Experience 1986 - 1990
Job Project Director at CIBC
Industry Banking
Experience
CIBC 1990 - Present
Canadian Imperial Bank of Commerce 1990 - Present
BMO Nesbitt Burns 1986 - 1990
TSK / SKE&W / PMS&K / KPMG 1981 - 1986
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Vendor Management, Project Portfolio..., Banking, PMO, Risk Management, Project Management, Software Project..., Change Management, Strategy, Leadership Development, PMP, Business Requirements, Project Delivery, IT Strategy
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
Master of Business Administration (MBA), Finance
University of Toronto 1975 — 1979
Bachelor of Science (B.Sc.), Computer Science
CIBC 1990 - Present
Canadian Imperial Bank of Commerce 1990 - Present
BMO Nesbitt Burns 1986 - 1990
TSK / SKE&W / PMS&K / KPMG 1981 - 1986
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Vendor Management, Project Portfolio..., Banking, PMO, Risk Management, Project Management, Software Project..., Change Management, Strategy, Leadership Development, PMP, Business Requirements, Project Delivery, IT Strategy
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
Master of Business Administration (MBA), Finance
University of Toronto 1975 — 1979
Bachelor of Science (B.Sc.), Computer Science
Chris Ballanger's BMO Nesbitt Burns Experience 1995 - 2008
Job Director,Wealth Management, Investment Advisor at Richardson GMP
Industry Investment Management
Experience
Richardson GMP October 2012 - Present
National Bank Wealth Management November 2011 - October 2012
Wellington West Capital 2008 - November 2011
BMO Nesbitt Burns 1995 - 2008
Walwyn Stodgell / Midland Walwyn 1989 - 1995
Education
Fielding Graduate University
M.A, Organizational Management & Design
Queen's University
B.ED, Education
York University
Honours B.A.
Richardson GMP October 2012 - Present
National Bank Wealth Management November 2011 - October 2012
Wellington West Capital 2008 - November 2011
BMO Nesbitt Burns 1995 - 2008
Walwyn Stodgell / Midland Walwyn 1989 - 1995
Education
Fielding Graduate University
M.A, Organizational Management & Design
Queen's University
B.ED, Education
York University
Honours B.A.
Al O'Grady's BMO Nesbitt Burns Experience 2003 - 2004
Job Mortgage Agent at Mortgage Alliance
Industry Financial Services
Experience
Mortgage Alliance August 2013 - Present
TD/Canada Trust February 2011 - March 2013
RBL COMMUNICATIONS May 2010 - March 2013
CHF Investor Relations May 2010 - February 2011
AGORACOM May 2006 - May 2010
BMO Nesbitt Burns 2003 - 2004
Union Gas May 1989 - October 2003
Skills
Business Development, Sales Management, Investments, Investor Relations, Residential Mortgages, Mortgage Lending, Marketing Strategy, Public Relations, Corporate Communications, Strategic Planning, Leadership, New Business Development, Sales, Social Media, Finance, Refinance, Account Management, Executive Management, Press Releases, Entrepreneurship
Education
The University of Western Ontario 1987 — 1989
Bachelor's degree, Economics, 3.0 GPA
Fanshawe College 1983 — 1985
Diploma, Broadcast Journalism
Mortgage Alliance August 2013 - Present
TD/Canada Trust February 2011 - March 2013
RBL COMMUNICATIONS May 2010 - March 2013
CHF Investor Relations May 2010 - February 2011
AGORACOM May 2006 - May 2010
BMO Nesbitt Burns 2003 - 2004
Union Gas May 1989 - October 2003
Skills
Business Development, Sales Management, Investments, Investor Relations, Residential Mortgages, Mortgage Lending, Marketing Strategy, Public Relations, Corporate Communications, Strategic Planning, Leadership, New Business Development, Sales, Social Media, Finance, Refinance, Account Management, Executive Management, Press Releases, Entrepreneurship
Education
The University of Western Ontario 1987 — 1989
Bachelor's degree, Economics, 3.0 GPA
Fanshawe College 1983 — 1985
Diploma, Broadcast Journalism
Blake McLennan's BMO Nesbitt Burns Experience August 2008 - Present
Job Investment Advisor
Industry Financial Services
Experience
BMO Nesbitt Burns August 2008 - Present
Laidlaw and Company UK LTD 2007 - 2008
Education
Hamilton College 2003 — 2007
Bachelor of Arts (B.A.), Economics
BMO Nesbitt Burns August 2008 - Present
Laidlaw and Company UK LTD 2007 - 2008
Education
Hamilton College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Ralph Xia's BMO Nesbitt Burns Experience 1998 - 2004
Job Senior Consultant at Scotia Capital
Industry Computer Software
Experience
Scotia Capital February 2008 - Present
RBC November 2004 - February 2008
BMO Nesbitt Burns 1998 - 2004
Bank of Nova Scotia May 1997 - April 1998
Education
Fudan University 1988 — 1992
Scotia Capital February 2008 - Present
RBC November 2004 - February 2008
BMO Nesbitt Burns 1998 - 2004
Bank of Nova Scotia May 1997 - April 1998
Education
Fudan University 1988 — 1992
Brent Retter's BMO Nesbitt Burns Experience August 2013 - Present
Job Vice President, Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns August 2013 - Present
CIBC Wood Gundy 1998 - 2013
Education
Dartmouth College 1994 — 1997
Bachelor of Arts (BA)
BMO Nesbitt Burns August 2013 - Present
CIBC Wood Gundy 1998 - 2013
Education
Dartmouth College 1994 — 1997
Bachelor of Arts (BA)
Marie Houde's BMO Nesbitt Burns Experience June 1997 - February 2001
Job Director, Canadian Banking Compliance at RBC
Industry Banking
Experience
RBC November 2012 - Present
RBC Royal Bank November 2006 - October 2012
RBC Royal Bank November 2004 - October 2006
RBC Royal Bank July 2003 - December 2004
RBC Royal Bank February 2001 - June 2003
BMO Nesbitt Burns June 1997 - February 2001
Credit Suisse March 1995 - May 1997
Laurentian Bank 1992 - 1995
BNP Paribas 1989 - 1992
Skills
Cash Management, Payments, Commercial Lending, Credit Risk, Credit Analysis, Portfolio Management, Loans, Financial Risk, Relationship Management, Risk Management, Credit Cards, FX Options, Wealth Management, Financial Analysis, Cash Flow, Syndications
Education
BAA 1986 — 1989
Bachelor of Business Administration (BBA), Finance / International Business
Université de Montréal - HEC Montréal 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance and International Management
RBC November 2012 - Present
RBC Royal Bank November 2006 - October 2012
RBC Royal Bank November 2004 - October 2006
RBC Royal Bank July 2003 - December 2004
RBC Royal Bank February 2001 - June 2003
BMO Nesbitt Burns June 1997 - February 2001
Credit Suisse March 1995 - May 1997
Laurentian Bank 1992 - 1995
BNP Paribas 1989 - 1992
Skills
Cash Management, Payments, Commercial Lending, Credit Risk, Credit Analysis, Portfolio Management, Loans, Financial Risk, Relationship Management, Risk Management, Credit Cards, FX Options, Wealth Management, Financial Analysis, Cash Flow, Syndications
Education
BAA 1986 — 1989
Bachelor of Business Administration (BBA), Finance / International Business
Université de Montréal - HEC Montréal 1986 — 1989
Bachelor of Business Administration (B.B.A.), Finance and International Management
Timothy Janicki's BMO Nesbitt Burns Experience 1999 - 2000
Job Sr. Manager, IT Production Services and Help Desk at Global Wealth Management Systems Scotiabank
Industry Information Technology and Services
Experience
Global Wealth Management Systems Scotiabank January 2012 - Present
Dundee Wealth 2000 - January 2012
Dundee Wealth Management 2000 - January 2009
BMO Nesbitt Burns 1999 - 2000
Skills
Project Management, Team Building, IT Strategy, IT Operations, Project Planning, Management, IT Management, Vendor Management, Change Management, Business Process..., Strategy, Integration, Business Analysis, Policy, Disaster Recovery, Governance, Risk Management, ITIL, SDLC, Enterprise Architecture, Business Process..., Project Portfolio..., Business Intelligence, Business Process, Requirements Gathering, Software Project..., Project Delivery, Software Documentation
Education
George Brown College
Mechanical Engineering
Global Wealth Management Systems Scotiabank January 2012 - Present
Dundee Wealth 2000 - January 2012
Dundee Wealth Management 2000 - January 2009
BMO Nesbitt Burns 1999 - 2000
Skills
Project Management, Team Building, IT Strategy, IT Operations, Project Planning, Management, IT Management, Vendor Management, Change Management, Business Process..., Strategy, Integration, Business Analysis, Policy, Disaster Recovery, Governance, Risk Management, ITIL, SDLC, Enterprise Architecture, Business Process..., Project Portfolio..., Business Intelligence, Business Process, Requirements Gathering, Software Project..., Project Delivery, Software Documentation
Education
George Brown College
Mechanical Engineering
Sachin Mahajan's BMO Nesbitt Burns Experience July 2001 - December 2004
Job Managing Director, Mergers & Acquisitions
Industry Investment Banking
Experience
Canaccord Genuity Inc. April 2010 - Present
Genuity Capital Markets January 2005 - March 2010
BMO Nesbitt Burns July 2001 - December 2004
Credit Agricole Indosuez April 2000 - August 2004
Skills
Mergers, Restructuring, Recapitalizations, Capital Markets, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Equities, Due Diligence, Financial Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
MBA, Finance, General
Delhi University 1993 — 1996
B.Com (Hons), Business
Modern School 1980 — 1993
Commerce
Canaccord Genuity Inc. April 2010 - Present
Genuity Capital Markets January 2005 - March 2010
BMO Nesbitt Burns July 2001 - December 2004
Credit Agricole Indosuez April 2000 - August 2004
Skills
Mergers, Restructuring, Recapitalizations, Capital Markets, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Equities, Due Diligence, Financial Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
MBA, Finance, General
Delhi University 1993 — 1996
B.Com (Hons), Business
Modern School 1980 — 1993
Commerce
D'Arcy Carney's BMO Nesbitt Burns Experience June 1992 - June 2008
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2008 - Present
Credit Suisse May 2009 - June 2009
BMO Nesbitt Burns June 1992 - June 2008
BMO Financial Group 1992 - 2008
Bank of Montreal 1992 - 2008
Skills
Corporate Actions, Settlements, Securities Lending, Wealth Management, Asset Management, Customer Relations, Call Center, Client Service, FX, Collateral Management, Reconciliations, Documentation, Financial Planning, Dividends, Equities, Financial Services, Securities, Business Process..., Management, Customer Service, Team Building, Settlement, Back Office, FX Options, Strategic Financial..., Asset Managment, Relationship Management, Banking, Mutual Funds, Finance, Wealth Management..., Retirement, Investment Advisory, Retirement Planning, Investment Strategies, Wealth, Fixed Income
Education
Humber College
Investors Group Financial Services Inc. December 2008 - Present
Credit Suisse May 2009 - June 2009
BMO Nesbitt Burns June 1992 - June 2008
BMO Financial Group 1992 - 2008
Bank of Montreal 1992 - 2008
Skills
Corporate Actions, Settlements, Securities Lending, Wealth Management, Asset Management, Customer Relations, Call Center, Client Service, FX, Collateral Management, Reconciliations, Documentation, Financial Planning, Dividends, Equities, Financial Services, Securities, Business Process..., Management, Customer Service, Team Building, Settlement, Back Office, FX Options, Strategic Financial..., Asset Managment, Relationship Management, Banking, Mutual Funds, Finance, Wealth Management..., Retirement, Investment Advisory, Retirement Planning, Investment Strategies, Wealth, Fixed Income
Education
Humber College
Jack Bergmans CFP's BMO Nesbitt Burns Experience 1996 - 1999
Job Senior AdvisorOwner Bequest Insurance/ Advanced TaxSmart Retirement and Investment Strategies
Industry Investment Management
Experience
Bequest Insurance 2011 - Present
Manulife Investments October 2008 - April 2011
Altamira Investment Services January 2000 - September 2008
BMO Nesbitt Burns 1996 - 1999
Skills
Estate Planning, Retirement Planning, Insurance, Wealth Management, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Asset Managment, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Equities, Retirement, Relationship Management, Investment Management, Finance, Financial Services, Financial Advisory, Financial Planners, Asset Management, Alternative Investments, Wealth Management..., High Net Worth..., ETFs, Wealth, Fixed Annuities, Bonds, Travel Insurance, Financial Planning, Management, Fixed Income
Education
George Brown College
Hotel Management, Hotel and Restaurant Management
York University
Bequest Insurance 2011 - Present
Manulife Investments October 2008 - April 2011
Altamira Investment Services January 2000 - September 2008
BMO Nesbitt Burns 1996 - 1999
Skills
Estate Planning, Retirement Planning, Insurance, Wealth Management, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Asset Managment, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Equities, Retirement, Relationship Management, Investment Management, Finance, Financial Services, Financial Advisory, Financial Planners, Asset Management, Alternative Investments, Wealth Management..., High Net Worth..., ETFs, Wealth, Fixed Annuities, Bonds, Travel Insurance, Financial Planning, Management, Fixed Income
Education
George Brown College
Hotel Management, Hotel and Restaurant Management
York University
Richard Cagney's BMO Nesbitt Burns Experience May 1995 - August 1997
Job Managing Director KBW
Industry Insurance
Experience
KBW January 2015 - Present
Cagney Research Group Inc. November 2007 - January 2015
Cochran Caronia Waller December 1997 - September 2007
BMO Nesbitt Burns May 1995 - August 1997
Duff & Phelps May 1985 - May 1995
Xerox Computer Services - Division of Xerox May 1983 - May 1985
Skills
Private Equity, Portfolio Management, Reinsurance, Valuation, Financial Modeling, Insurance, Equities, Corporate Finance, Underwriting, Investment Banking, Professional Liability, Property & Casualty..., Banking, Brokers, Capital Markets, Captives, Due Diligence, D, Employment Practices..., Claim, Enterprise Risk..., Executive Management, Excess, Financial Services, Hedge Funds, Fixed Income, Leadership, Investments, Market Research, Management, Mutual Funds, Mergers, Risk Management, Securities, Workers Compensation, Financial Risk, Strategic Leadership, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
MBA, Finance and Marketing
Xavier University 1968 — 1973
BSBA, Business Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
KBW January 2015 - Present
Cagney Research Group Inc. November 2007 - January 2015
Cochran Caronia Waller December 1997 - September 2007
BMO Nesbitt Burns May 1995 - August 1997
Duff & Phelps May 1985 - May 1995
Xerox Computer Services - Division of Xerox May 1983 - May 1985
Skills
Private Equity, Portfolio Management, Reinsurance, Valuation, Financial Modeling, Insurance, Equities, Corporate Finance, Underwriting, Investment Banking, Professional Liability, Property & Casualty..., Banking, Brokers, Capital Markets, Captives, Due Diligence, D, Employment Practices..., Claim, Enterprise Risk..., Executive Management, Excess, Financial Services, Hedge Funds, Fixed Income, Leadership, Investments, Market Research, Management, Mutual Funds, Mergers, Risk Management, Securities, Workers Compensation, Financial Risk, Strategic Leadership, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
MBA, Finance and Marketing
Xavier University 1968 — 1973
BSBA, Business Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
Sarah Qadeer's BMO Nesbitt Burns Experience June 1999 - October 2005
Job Senior Director of Legal (Canada)
Industry Retail
Experience
The Home Depot Canada August 2008 - Present
Home Depot Canada Foundation January 2013 - Present
Evergreen (Brick Works) May 2011 - Present
BMO Nesbitt Burns June 1999 - October 2005
McCarthy Tetrault May 1996 - May 1999
Skills
Securities Regulation, Corporate Governance, Legal Writing, Corporate Law, Due Diligence, Licensing, Intellectual Property, Policy, Venture Capital, Corporate Finance, Mergers & Acquisitions, Privacy Law, International Law, Dispute Resolution, Employment Law
Education
University of Toronto - Rotman School of Management
Financial Literacy for Directors and Officers
Harvard University
Program on Negotiation
McGill University
BCL and LLB, Law (National Program)
McGill University
BSc., Microbiology and Immunology
The Home Depot Canada August 2008 - Present
Home Depot Canada Foundation January 2013 - Present
Evergreen (Brick Works) May 2011 - Present
BMO Nesbitt Burns June 1999 - October 2005
McCarthy Tetrault May 1996 - May 1999
Skills
Securities Regulation, Corporate Governance, Legal Writing, Corporate Law, Due Diligence, Licensing, Intellectual Property, Policy, Venture Capital, Corporate Finance, Mergers & Acquisitions, Privacy Law, International Law, Dispute Resolution, Employment Law
Education
University of Toronto - Rotman School of Management
Financial Literacy for Directors and Officers
Harvard University
Program on Negotiation
McGill University
BCL and LLB, Law (National Program)
McGill University
BSc., Microbiology and Immunology
Patrick Bartlett's BMO Nesbitt Burns Experience August 2014 - Present
Job Vice President and Branch Manager BMO Nesbitt Burns Inc.
Industry Financial Services
Experience
BMO Nesbitt Burns August 2014 - Present
McGill University 2009 - December 2014
Desjardins Securities Inc. January 2008 - May 2013
Desjardins Securities Inc. 2007 - 2008
Credit Suisse Securities (Canada) Inc. 2004 - 2007
Credit Suisse Securities (Canada) Inc. 2003 - 2003
Scotia Capital Inc. 2000 - 2003
Education
Harvard Business School
General Management Program
Dalhousie University 1995 — 1999
Master of Business Administration (MBA)
Dalhousie University 1995 — 1999
Juris Doctor (JD)
McGill University 1991 — 1995
Bachelor of Commerce (B.Com.)
Ashbury College 1986 — 1991
BMO Nesbitt Burns August 2014 - Present
McGill University 2009 - December 2014
Desjardins Securities Inc. January 2008 - May 2013
Desjardins Securities Inc. 2007 - 2008
Credit Suisse Securities (Canada) Inc. 2004 - 2007
Credit Suisse Securities (Canada) Inc. 2003 - 2003
Scotia Capital Inc. 2000 - 2003
Education
Harvard Business School
General Management Program
Dalhousie University 1995 — 1999
Master of Business Administration (MBA)
Dalhousie University 1995 — 1999
Juris Doctor (JD)
McGill University 1991 — 1995
Bachelor of Commerce (B.Com.)
Ashbury College 1986 — 1991
Fraser Campbell's BMO Nesbitt Burns Experience 1994 - 2004
Job Regional Sales Director with Desjardins Financial Security
Industry Financial Services
Experience
Desjardins Financial Security Life Assurance Company February 2011 - Present
Manulife Financial June 2009 - January 2011
Fidelity Investments 2005 - February 2009
BMO Nesbitt Burns 1994 - 2004
Skills
Sales Operations, Sales, Leadership, Risk Management, Coaching, Banking, Mutual Funds, Wealth Management, Retirement Planning, Investments, Financial Services, Retirement, Relationship Management, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Insurance
Education
Heriot-Watt University
MBA, Business
York University
HBA, Economics and Political Science
Desjardins Financial Security Life Assurance Company February 2011 - Present
Manulife Financial June 2009 - January 2011
Fidelity Investments 2005 - February 2009
BMO Nesbitt Burns 1994 - 2004
Skills
Sales Operations, Sales, Leadership, Risk Management, Coaching, Banking, Mutual Funds, Wealth Management, Retirement Planning, Investments, Financial Services, Retirement, Relationship Management, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Insurance
Education
Heriot-Watt University
MBA, Business
York University
HBA, Economics and Political Science
Debbie O'Rourke's BMO Nesbitt Burns Experience 1996 - 1999
Job Associate to Director's Council Investment Advisor at RBC Dominion Securities Inc.
Industry Financial Services
Experience
RBC Dominion Securities Inc. April 2014 - Present
ScotiaMcLeod January 2011 - January 2013
CIBC September 2009 - December 2010
Argosy Secuities Inc, 2008 - 2009
Pope & Company Limited 1999 - 2007
BMO Nesbitt Burns 1996 - 1999
Skills
Finance, Securities, Investments, Management, Banking, Portfolio Management
Education
Seneca College of Applied Arts and Technology 2012 — 2012
Currently Enrolled - Part One Completed, Microsoft Office Certificate of Achievement 2010
Seneca College of Applied Arts and Technology 2008 — 2008
Accounting Basics I and II
The Canadian Securities Institute 1989 — 2001
The Canadian Operations Course, Canadian Securities Course, The Conduct & Practices Handbook
The Investment Funds Institute of Canada 1993 — 1993
The Canadian Investment Funds Course
Shaw College 1990 — 1990
Legal Assistant Diploma, Legal Administrative Assistant/Secretary
Georgian College 1988 — 1988
Real Estate Certificate, Principals of Appraisal, Mortgage Financing & Property Management
Seneca College of Applied Arts and Technology 1987 — 1987
Real Estate Segments 1,2,& 3, Real Estate License
RBC Dominion Securities Inc. April 2014 - Present
ScotiaMcLeod January 2011 - January 2013
CIBC September 2009 - December 2010
Argosy Secuities Inc, 2008 - 2009
Pope & Company Limited 1999 - 2007
BMO Nesbitt Burns 1996 - 1999
Skills
Finance, Securities, Investments, Management, Banking, Portfolio Management
Education
Seneca College of Applied Arts and Technology 2012 — 2012
Currently Enrolled - Part One Completed, Microsoft Office Certificate of Achievement 2010
Seneca College of Applied Arts and Technology 2008 — 2008
Accounting Basics I and II
The Canadian Securities Institute 1989 — 2001
The Canadian Operations Course, Canadian Securities Course, The Conduct & Practices Handbook
The Investment Funds Institute of Canada 1993 — 1993
The Canadian Investment Funds Course
Shaw College 1990 — 1990
Legal Assistant Diploma, Legal Administrative Assistant/Secretary
Georgian College 1988 — 1988
Real Estate Certificate, Principals of Appraisal, Mortgage Financing & Property Management
Seneca College of Applied Arts and Technology 1987 — 1987
Real Estate Segments 1,2,& 3, Real Estate License
Eugenia Damianakis's BMO Nesbitt Burns Experience October 1987 - June 1998
Job Executive Assistant at IPC Securities Corp
Industry Financial Services
Experience
IPC Securities Corp June 2006 - Present
Bennys Family Restaurant October 2008 - Present
Berkshire Investment Group Inc. November 2001 - April 2006
Voxcom Inc. October 1998 - February 2001
BMO Nesbitt Burns October 1987 - June 1998
Skills
Securities, Investments, Training, Marketing, Payroll, Insurance, Financial Services, Mutual Funds, Banking, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Financial Planners
Education
The Investment Funds Institute of Canada 2002 — 2003
Canadian Investment Funds Operations Course & LSIF Certification
Conestoga College 2001 — 2001
Bookkeeping Fundamentals Certification
Conestoga College 1983 — 1984
Administrative Assistant and Secretarial Science, General
Cameron Heights Collegiate 1979 — 1982
Grade 12
IPC Securities Corp June 2006 - Present
Bennys Family Restaurant October 2008 - Present
Berkshire Investment Group Inc. November 2001 - April 2006
Voxcom Inc. October 1998 - February 2001
BMO Nesbitt Burns October 1987 - June 1998
Skills
Securities, Investments, Training, Marketing, Payroll, Insurance, Financial Services, Mutual Funds, Banking, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Financial Planners
Education
The Investment Funds Institute of Canada 2002 — 2003
Canadian Investment Funds Operations Course & LSIF Certification
Conestoga College 2001 — 2001
Bookkeeping Fundamentals Certification
Conestoga College 1983 — 1984
Administrative Assistant and Secretarial Science, General
Cameron Heights Collegiate 1979 — 1982
Grade 12
Greg Woodaman's BMO Nesbitt Burns Experience May 2010 - June 2015
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy June 2015 - Present
BMO Nesbitt Burns May 2010 - June 2015
Skills
Investments, Risk Management, Wealth Management..., Investment Management, Mutual Funds, Retirement Planning, Stocks, Bonds, Alternative Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Finance, Investment Advisory
Education
Concordia University 2004 — 2008
BComm, Finance
CIBC Wood Gundy June 2015 - Present
BMO Nesbitt Burns May 2010 - June 2015
Skills
Investments, Risk Management, Wealth Management..., Investment Management, Mutual Funds, Retirement Planning, Stocks, Bonds, Alternative Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Finance, Investment Advisory
Education
Concordia University 2004 — 2008
BComm, Finance
Jesse White's BMO Nesbitt Burns Experience February 2010 - February 2012
Job Crude Oil Market Manager at CN Rail
Industry Transportation/Trucking/Railroad
Experience
CN January 2013 - Present
CN February 2012 - December 2012
BMO Nesbitt Burns February 2010 - February 2012
Perpetual Landscaping Inc. March 2008 - January 2010
Global Petroleum Marketing Inc. May 2006 - March 2008
Skills
Financial Modeling, Financial Analysis, Business Strategy, Financial Reporting, Strategic Planning, Accounting, Microsoft Word, PowerPoint, Time Management, Investments, Microsoft Excel, Management, Access, Forecasting, Analysis, Corporate Finance
Education
Haskayne School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Haskayne School of Business 2005 — 2009
BComm, Finance
CN January 2013 - Present
CN February 2012 - December 2012
BMO Nesbitt Burns February 2010 - February 2012
Perpetual Landscaping Inc. March 2008 - January 2010
Global Petroleum Marketing Inc. May 2006 - March 2008
Skills
Financial Modeling, Financial Analysis, Business Strategy, Financial Reporting, Strategic Planning, Accounting, Microsoft Word, PowerPoint, Time Management, Investments, Microsoft Excel, Management, Access, Forecasting, Analysis, Corporate Finance
Education
Haskayne School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Haskayne School of Business 2005 — 2009
BComm, Finance
Willo Watson's BMO Nesbitt Burns Experience October 2010 - Present
Job Portfolio Manager at BMO Nesbitt Burns
Industry Capital Markets
Experience
BMO Nesbitt Burns October 2010 - Present
BMO Nesbitt Burns 2010 - 2010
ScotiaMcLeod March 1989 - July 2009
Education
Dalhousie University 1985 — 1989
BMO Nesbitt Burns October 2010 - Present
BMO Nesbitt Burns 2010 - 2010
ScotiaMcLeod March 1989 - July 2009
Education
Dalhousie University 1985 — 1989
Catherine Musselman's BMO Nesbitt Burns Experience January 2004 - November 2006
Job Vice President, Compliance & Director, Wealth Management Registrations
Industry Banking
Experience
PCG Compliance, BMO Financial Group December 2013 - Present
BMO Investments Inc. February 2011 - December 2013
BMO Trust Company November 2006 - February 2011
BMO Nesbitt Burns January 2004 - November 2006
Finning International Inc. 1986 - 1998
Skills
Management, Investment Advisory, Pensions, Mutual Funds, Complaint Investigations, Compliance, Securities, Presentations, Leadership, Policy Writing, Wealth Management, AML, Relationship Management, Fixed Income, Financial Planning
Education
University of Toronto St. Michael's College 1980 — 1985
Honours Bachelor of Arts, English
Dalhousie University
Human Resources Management Program
Queens University
Industrial Relations Program
PCG Compliance, BMO Financial Group December 2013 - Present
BMO Investments Inc. February 2011 - December 2013
BMO Trust Company November 2006 - February 2011
BMO Nesbitt Burns January 2004 - November 2006
Finning International Inc. 1986 - 1998
Skills
Management, Investment Advisory, Pensions, Mutual Funds, Complaint Investigations, Compliance, Securities, Presentations, Leadership, Policy Writing, Wealth Management, AML, Relationship Management, Fixed Income, Financial Planning
Education
University of Toronto St. Michael's College 1980 — 1985
Honours Bachelor of Arts, English
Dalhousie University
Human Resources Management Program
Queens University
Industrial Relations Program
Kathleen Bolton's BMO Nesbitt Burns Experience January 1999 - December 2004
Job Communications Administrator, Editor
Industry Writing and Editing
Experience
Capilano University February 2014 - Present
Capilano University 2014 - 2015
St. Andrew's Hall, Presbyterian Church in Canada February 2008 - September 2013
Presbyterian Record 2010 - 2013
Central Presbyterian Church, Vancouver BC 2003 - 2011
Vancouver Olympics Workforce February 2010 - February 2010
ARES (Applied Research & Evaluation Services), UBC May 2006 - January 2008
St. Andrew's Hall January 2007 - May 2007
BMO Nesbitt Burns January 1999 - December 2004
Pioneer Pacific Camp 1981 - 1986
Skills
Editing, Proofreading, Copy Editing, Writing, Figure Skating, Cycling, Gardening, Web Design, Baking, Swimming, Swim Instruction, Public Speaking, Web Content, Copywriting, Brochures, Newsletters
Education
The University of British Columbia
Adobe Dreamweaver Level 2 course
Douglas College 2004 — 2007
Print Futures diploma, Professional Writing & Editing
University of Toronto 1981 — 1985
Bachelor of Arts (B.A.), Religious Studies
Capilano University February 2014 - Present
Capilano University 2014 - 2015
St. Andrew's Hall, Presbyterian Church in Canada February 2008 - September 2013
Presbyterian Record 2010 - 2013
Central Presbyterian Church, Vancouver BC 2003 - 2011
Vancouver Olympics Workforce February 2010 - February 2010
ARES (Applied Research & Evaluation Services), UBC May 2006 - January 2008
St. Andrew's Hall January 2007 - May 2007
BMO Nesbitt Burns January 1999 - December 2004
Pioneer Pacific Camp 1981 - 1986
Skills
Editing, Proofreading, Copy Editing, Writing, Figure Skating, Cycling, Gardening, Web Design, Baking, Swimming, Swim Instruction, Public Speaking, Web Content, Copywriting, Brochures, Newsletters
Education
The University of British Columbia
Adobe Dreamweaver Level 2 course
Douglas College 2004 — 2007
Print Futures diploma, Professional Writing & Editing
University of Toronto 1981 — 1985
Bachelor of Arts (B.A.), Religious Studies
Leandra Purssell's BMO Nesbitt Burns Experience January 2013 - Present
Job Associate Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns January 2013 - Present
BMO Nesbitt Burns March 2011 - January 2013
Bank of Montreal October 2010 - March 2011
Skills
Mutual Funds, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Portfolio Management, Fixed Income, Equities, Capital Markets, Financial Services, Derivatives
Education
George Brown College 2009 — 2010
Post Graduate Diploma, Financial Services - Marketing Management
McMaster University 2005 — 2009
Bachelor of Arts, Economics
BMO Nesbitt Burns January 2013 - Present
BMO Nesbitt Burns March 2011 - January 2013
Bank of Montreal October 2010 - March 2011
Skills
Mutual Funds, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Portfolio Management, Fixed Income, Equities, Capital Markets, Financial Services, Derivatives
Education
George Brown College 2009 — 2010
Post Graduate Diploma, Financial Services - Marketing Management
McMaster University 2005 — 2009
Bachelor of Arts, Economics
Rob Fortnum's BMO Nesbitt Burns Experience February 2010 - 2011
Job Account Manager
Industry Financial Services
Experience
RBC Investor & Treasury Services December 2011 - Present
BMO Nesbitt Burns February 2010 - 2011
KPMG LLP (Canada) October 2007 - April 2009
Ernst & Young Orenda Corporate Finance January 2005 - December 2005
Skills
Financial Reporting, Financial Analysis, Financial Services, Financial Modeling, Mutual Funds, Finance
Education
Dalhousie University 2003 — 2007
Bcomm, Accounting
St. Michael's College School 1999 — 2003
RBC Investor & Treasury Services December 2011 - Present
BMO Nesbitt Burns February 2010 - 2011
KPMG LLP (Canada) October 2007 - April 2009
Ernst & Young Orenda Corporate Finance January 2005 - December 2005
Skills
Financial Reporting, Financial Analysis, Financial Services, Financial Modeling, Mutual Funds, Finance
Education
Dalhousie University 2003 — 2007
Bcomm, Accounting
St. Michael's College School 1999 — 2003
Annie Phaneuf's BMO Nesbitt Burns Experience 1990 - 2002
Job ARBONNE Canada, district manager
Industry Health, Wellness and Fitness
Experience
Arbonne International Canada September 2014 - Present
TD Waterhouse Canada February 2005 - January 2009
BMO Nesbitt Burns 1990 - 2002
Skills
Investissements, Gestion de portefeuille, Management, Gestion de patrimoine, Fonds mutuel, Analyse financière, Finance, Capitaux propres, Coaching, Gestion des risques
Education
Baccalauréat en finance
Arbonne International Canada September 2014 - Present
TD Waterhouse Canada February 2005 - January 2009
BMO Nesbitt Burns 1990 - 2002
Skills
Investissements, Gestion de portefeuille, Management, Gestion de patrimoine, Fonds mutuel, Analyse financière, Finance, Capitaux propres, Coaching, Gestion des risques
Education
Baccalauréat en finance
Kyle Guaiani's BMO Nesbitt Burns Experience January 2010 - July 2014
Job Investment Advisor at 3Macs
Industry Financial Services
Experience
3Macs August 2014 - Present
BMO Nesbitt Burns January 2010 - July 2014
Education
IQPF 2014 — 2014
Financial Planning
McGill University 2013 — 2014
Diploma in Financial Planning, Financial Planning and Services
Concordia University 2007 — 2011
BCOMM, Finance
3Macs August 2014 - Present
BMO Nesbitt Burns January 2010 - July 2014
Education
IQPF 2014 — 2014
Financial Planning
McGill University 2013 — 2014
Diploma in Financial Planning, Financial Planning and Services
Concordia University 2007 — 2011
BCOMM, Finance
Andrea Berger's BMO Nesbitt Burns Experience December 1999 - August 2000
Job Senior Specialist, Operations Support at BMO Financial Group
Industry Banking
Experience
BMO Financial Group April 2014 - Present
BMO Financial Group January 2013 - March 2014
BMO Financial Group March 2011 - January 2013
BMO Financial Group June 2008 - March 2011
BMO Financial Group June 2006 - May 2008
BMO Harris Private Banking August 2000 - June 2006
BMO Nesbitt Burns December 1999 - August 2000
BMO Nesbitt Burns October 1995 - December 1999
Skills
Succession Planning, Performance Management, Human Resources, Employee Engagement, Talent Management, HRIS, Onboarding, Workforce Planning, Talent Acquisition, HR Policies, Organizational Design, Personnel Management
Education
George Brown College
Human Resources
York University
Bachelor of Arts, Sociology
BMO Financial Group April 2014 - Present
BMO Financial Group January 2013 - March 2014
BMO Financial Group March 2011 - January 2013
BMO Financial Group June 2008 - March 2011
BMO Financial Group June 2006 - May 2008
BMO Harris Private Banking August 2000 - June 2006
BMO Nesbitt Burns December 1999 - August 2000
BMO Nesbitt Burns October 1995 - December 1999
Skills
Succession Planning, Performance Management, Human Resources, Employee Engagement, Talent Management, HRIS, Onboarding, Workforce Planning, Talent Acquisition, HR Policies, Organizational Design, Personnel Management
Education
George Brown College
Human Resources
York University
Bachelor of Arts, Sociology
Kim Cripps's BMO Nesbitt Burns Experience November 2014 - Present
Job Sales Assistant at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns November 2014 - Present
CIBC July 2012 - November 2014
Scotia McLeod February 2011 - July 2012
scotiabank February 2009 - February 2011
BMO Financial Group January 2008 - February 2009
McFarlan Rowlands 2005 - 2005
Skills
Investments, Banking, Asset Managment, Retirement Planning, Strategic Financial..., Customer Service, Estate Planning, Mutual Funds, Insurance, Credit, Microsoft Office, Securities, Equities
Education
Canadian Securities Institute 2012 — 2012
Financial Planning I, Financial Planning and Services, Currently enrolled
Canadian Securities Institute 2010 — 2010
CPH, Banking, Corporate, Finance, and Securities Law
Canadian Securities Institute 2008 — 2008
CSC, Banking, Corporate, Finance, and Securities Law
Fanshawe College 2005 — 2007
Diploma, Financial Planning Services
BMO Nesbitt Burns November 2014 - Present
CIBC July 2012 - November 2014
Scotia McLeod February 2011 - July 2012
scotiabank February 2009 - February 2011
BMO Financial Group January 2008 - February 2009
McFarlan Rowlands 2005 - 2005
Skills
Investments, Banking, Asset Managment, Retirement Planning, Strategic Financial..., Customer Service, Estate Planning, Mutual Funds, Insurance, Credit, Microsoft Office, Securities, Equities
Education
Canadian Securities Institute 2012 — 2012
Financial Planning I, Financial Planning and Services, Currently enrolled
Canadian Securities Institute 2010 — 2010
CPH, Banking, Corporate, Finance, and Securities Law
Canadian Securities Institute 2008 — 2008
CSC, Banking, Corporate, Finance, and Securities Law
Fanshawe College 2005 — 2007
Diploma, Financial Planning Services
Patrick Phelan, CFA's BMO Nesbitt Burns Experience December 1990 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns December 1990 - Present
Richardson Greenshields January 1988 - December 1990
Hamilton Kavanagh October 1984 - January 1988
Skills
Investment Advisory, Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Wealth Management, Investments, ETFs, Equities, Securities
Education
CFA Institute 1990 — 1993
CFA, Accounting and Finance
Concordia University 1983 — 1987
Bachelor of Commerce (B.Com.), Finance, General
Vanier College 1980 — 1983
DEC, Business Administration
BMO Nesbitt Burns December 1990 - Present
Richardson Greenshields January 1988 - December 1990
Hamilton Kavanagh October 1984 - January 1988
Skills
Investment Advisory, Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Wealth Management, Investments, ETFs, Equities, Securities
Education
CFA Institute 1990 — 1993
CFA, Accounting and Finance
Concordia University 1983 — 1987
Bachelor of Commerce (B.Com.), Finance, General
Vanier College 1980 — 1983
DEC, Business Administration
Mark Vrkic's BMO Nesbitt Burns Experience January 2012 - Present
Job Service Coordinator
Industry Banking
Experience
BMO Nesbitt Burns January 2012 - Present
Laboratoires Matrix May 2005 - January 2012
Skills
Account Management, Analysis, Business Analysis, Customer Service, Event Planning, Financial Analysis, Inventory Management, Leadership, Logistics, Management, Microsoft Excel, Microsoft Office, PowerPoint, Project Coordination, Project Management, Research, Risk Management, Sales, Salesforce.com, Social Media, Team Building, Team Leadership, Teamwork, Training
Education
Concordia University 2002 — 2005
History
BMO Nesbitt Burns January 2012 - Present
Laboratoires Matrix May 2005 - January 2012
Skills
Account Management, Analysis, Business Analysis, Customer Service, Event Planning, Financial Analysis, Inventory Management, Leadership, Logistics, Management, Microsoft Excel, Microsoft Office, PowerPoint, Project Coordination, Project Management, Research, Risk Management, Sales, Salesforce.com, Social Media, Team Building, Team Leadership, Teamwork, Training
Education
Concordia University 2002 — 2005
History
w murad's BMO Nesbitt Burns Experience April 2003 - May 2004
Job Account Manager at Diners Club North America, BMO
Industry Banking
Experience
Diners Club North America, BMO August 2011 - Present
BMO Financial Group August 2007 - July 2011
Bank of Montreal May 2004 - July 2007
BMO Nesbitt Burns April 2003 - May 2004
Skills
Credit, Risk Management, Banking, Mortgage Lending, Customer Service, Account Management, Loans, Commercial Banking, Retail Banking, Financial Risk, Analysis, Finance
Education
George Brown College 2003 — 2004
Marketing Management in Financial Services, Marketing and Finance
University of Wollongong 1998 — 2000
Master of International Business (MIB), International Business
University of Dhaka
Master's degree
Diners Club North America, BMO August 2011 - Present
BMO Financial Group August 2007 - July 2011
Bank of Montreal May 2004 - July 2007
BMO Nesbitt Burns April 2003 - May 2004
Skills
Credit, Risk Management, Banking, Mortgage Lending, Customer Service, Account Management, Loans, Commercial Banking, Retail Banking, Financial Risk, Analysis, Finance
Education
George Brown College 2003 — 2004
Marketing Management in Financial Services, Marketing and Finance
University of Wollongong 1998 — 2000
Master of International Business (MIB), International Business
University of Dhaka
Master's degree
Steven Gagnon's BMO Nesbitt Burns Experience October 2006 - December 2007
Job Directeur tarification, contrats et analyse financière chez Vidéotron
Industry Telecommunications
Experience
Vidéotron August 2011 - Present
Vidéotron January 2010 - August 2011
Vidéotron December 2007 - January 2010
BMO - Nesbitt Burns October 2006 - December 2007
Vidéotron December 1999 - August 2006
Skills
Télécommunications, Team Building, Leadership d'équipe, Analyse financière, Amélioration continue, Microsoft Excel, Gestion des opérations, Gestion des risques, Gestion des contrats, Ingénierie, Investissements, Indicateurs de..., Indicateurs de..., TCP/IP, Recrutement, MPLS, Réseau privé virtuel...
Education
UQAM 2007 — 2008
Maîtrise, Finance
UQAM 2006 — 2007
DESS, Instruments et produits dérivés
Université Laval 2003 — 2004
Certificat, Administration
Université Laval 1994 — 1999
Bacc, Ingénierie - Télécommunications
HEC Montréal
Certificat, Leadership organisationnel
Vidéotron August 2011 - Present
Vidéotron January 2010 - August 2011
Vidéotron December 2007 - January 2010
BMO - Nesbitt Burns October 2006 - December 2007
Vidéotron December 1999 - August 2006
Skills
Télécommunications, Team Building, Leadership d'équipe, Analyse financière, Amélioration continue, Microsoft Excel, Gestion des opérations, Gestion des risques, Gestion des contrats, Ingénierie, Investissements, Indicateurs de..., Indicateurs de..., TCP/IP, Recrutement, MPLS, Réseau privé virtuel...
Education
UQAM 2007 — 2008
Maîtrise, Finance
UQAM 2006 — 2007
DESS, Instruments et produits dérivés
Université Laval 2003 — 2004
Certificat, Administration
Université Laval 1994 — 1999
Bacc, Ingénierie - Télécommunications
HEC Montréal
Certificat, Leadership organisationnel
Robin Darlow's BMO Nesbitt Burns Experience April 1975 - September 1977
Job Selfemployed
Industry
Experience
Self-employed January 1998 - 2014
CN March 1994 - December 1997
CN June 1981 - January 1994
PolyGram September 1980 - June 1981
PolyGram October 1977 - 1980
BMO Nesbitt Burns April 1975 - September 1977
Skills
PowerPoint, Microsoft Word, Advertising, Photography, Interior Design, Public Speaking, Art, Social Media Marketing, Social Media, Event Management, Teaching, Project Management, Trade Shows, Blogging, Social Networking, Team Leadership, Microsoft Office, Microsoft Excel, HTML, Customer Service, Outlook, Research, Payroll, Delinquent Account..., Freight Car Repair, Proofreading, Custom wedding..., Custom Drapery/Valance..., Sewing
Education
Concordia University
Bachelor of Business Administration (B.B.A.), Acounting/Business Admin.
Lachine H.S.
Self-employed January 1998 - 2014
CN March 1994 - December 1997
CN June 1981 - January 1994
PolyGram September 1980 - June 1981
PolyGram October 1977 - 1980
BMO Nesbitt Burns April 1975 - September 1977
Skills
PowerPoint, Microsoft Word, Advertising, Photography, Interior Design, Public Speaking, Art, Social Media Marketing, Social Media, Event Management, Teaching, Project Management, Trade Shows, Blogging, Social Networking, Team Leadership, Microsoft Office, Microsoft Excel, HTML, Customer Service, Outlook, Research, Payroll, Delinquent Account..., Freight Car Repair, Proofreading, Custom wedding..., Custom Drapery/Valance..., Sewing
Education
Concordia University
Bachelor of Business Administration (B.B.A.), Acounting/Business Admin.
Lachine H.S.
Allison Jarvie's BMO Nesbitt Burns Experience September 2011 - Present
Job Investment Representative at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns September 2011 - Present
Club Link (I) Pvt Ltd April 2010 - June 2010
University of Guelph Alumni House September 2008 - March 2010
Club Link (I) Pvt Ltd June 2007 - September 2009
USCI Education Savings Plans Inc. June 2004 - August 2007
Skills
Microsoft Excel, Event Planning, Time Management, Teamwork, Customer Service
Education
University of Guelph 2006 — 2010
Bachelor of Commerce, Human Resources Management
Curtin University of Technology 2009 — 2009
Bachelor of Commerce, Human Resources Management
BMO Nesbitt Burns September 2011 - Present
Club Link (I) Pvt Ltd April 2010 - June 2010
University of Guelph Alumni House September 2008 - March 2010
Club Link (I) Pvt Ltd June 2007 - September 2009
USCI Education Savings Plans Inc. June 2004 - August 2007
Skills
Microsoft Excel, Event Planning, Time Management, Teamwork, Customer Service
Education
University of Guelph 2006 — 2010
Bachelor of Commerce, Human Resources Management
Curtin University of Technology 2009 — 2009
Bachelor of Commerce, Human Resources Management
Greg Manjuris's BMO Nesbitt Burns Experience 2006 - 2009
Job Student at Portland Community College
Industry Health, Wellness and Fitness
Experience
The Grief Recovery Institute February 2012 - Present
BMO Nesbitt Burns 2006 - 2009
Skills
Infusionsoft, Constant Contact, Hootsuite, Microsoft Office, Social Media Marketing, Customer Service, Social Media
Education
Portland Community College 2014 — 2017
Bachelor of Business Administration (BBA), Business Administration
Concordia University 2006 — 2008
Royal Conservatory of Music 1997 — 2005
Classical Piano
The Grief Recovery Institute February 2012 - Present
BMO Nesbitt Burns 2006 - 2009
Skills
Infusionsoft, Constant Contact, Hootsuite, Microsoft Office, Social Media Marketing, Customer Service, Social Media
Education
Portland Community College 2014 — 2017
Bachelor of Business Administration (BBA), Business Administration
Concordia University 2006 — 2008
Royal Conservatory of Music 1997 — 2005
Classical Piano
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.