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.,
BMO Nesbitt Burns List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BMO Nesbitt Burns. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BMO Nesbitt Burns Salaries. You can even request information on how much does BMO Nesbitt Burns pay if you want to. Learn about salaries, pros and cons of working for BMO Nesbitt Burns directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
844 BMO Nesbitt Burns employees in database. Find out everything there's to know about BMO Nesbitt Burns employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BMO Nesbitt Burns Employees
Employee
Years
Job
Industry
Beining Chen Beining Chen's BMO Nesbitt Burns Experience July 2008 - November 2009
Job Financial Services Consultant at Accenture
Industry Banking
Experience
Accenture August 2011 - Present
BMO Capital Markets November 2009 - November 2011
BMO Nesbitt Burns July 2008 - November 2009
Skills
Business Analysis, Back Office, Business Architecture, Business Process Design, Exchange Traded..., Equity Derivatives, Business Process..., Pegasystems PRPC, BPMN, Retail Banking, Derivatives, Operating Models, Requirements Analysis, Business Process..., Project Delivery, Functional Design, Financial Services, Capital Markets, Banking, Trading, Business Process
Education
McGill University 2004 — 2007
B.Com, Finance
Accenture August 2011 - Present
BMO Capital Markets November 2009 - November 2011
BMO Nesbitt Burns July 2008 - November 2009
Skills
Business Analysis, Back Office, Business Architecture, Business Process Design, Exchange Traded..., Equity Derivatives, Business Process..., Pegasystems PRPC, BPMN, Retail Banking, Derivatives, Operating Models, Requirements Analysis, Business Process..., Project Delivery, Functional Design, Financial Services, Capital Markets, Banking, Trading, Business Process
Education
McGill University 2004 — 2007
B.Com, Finance
Nancy Rooney, CSC Nancy Rooney, CSC's BMO Nesbitt Burns Experience 2005 - 2014
Job Business Coordinator at Investment Planning Counsel
Industry Financial Services
Experience
BMO Nesbitt Burns 2005 - 2014
Royal Envelope Ltd. 2002 - 2005
Envelope Express Limited 1995 - 2002
Triathlon Leasing Inc./GE Capital Fleet Services 1979 - 1995
Skills
Administrative..., Superior client..., Strong organizational..., Account Documentation, Account Management, Processing financial..., Front line Sales, Effective communicator, CRM, Sales, Salesforce.com, Marketing, Sales Operations, Human Resources, Customer Service, Analysis, Business Development
Education
Canadian Securities Institute CSI 2005 — 2006
Canadian Securities Course/Conduct and Practises Certificate
McMaster University
Bachelor of Physical Education
BMO Nesbitt Burns 2005 - 2014
Royal Envelope Ltd. 2002 - 2005
Envelope Express Limited 1995 - 2002
Triathlon Leasing Inc./GE Capital Fleet Services 1979 - 1995
Skills
Administrative..., Superior client..., Strong organizational..., Account Documentation, Account Management, Processing financial..., Front line Sales, Effective communicator, CRM, Sales, Salesforce.com, Marketing, Sales Operations, Human Resources, Customer Service, Analysis, Business Development
Education
Canadian Securities Institute CSI 2005 — 2006
Canadian Securities Course/Conduct and Practises Certificate
McMaster University
Bachelor of Physical Education
Jamie Houston Jamie Houston's BMO Nesbitt Burns Experience January 2015 - Present
Job Inside Sales Representative at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns January 2015 - Present
BMO Global Asset Management October 2013 - January 2015
BMO Nesbitt Burns February 2012 - October 2013
Macquarie Private Wealth July 2010 - March 2012
Ronald A. Chisholm May 2008 - July 2008
Education
McGill University 2006 — 2010
B.Comm, Entrepreneurship, International Business
Upper Canada College 1998 — 2006
BMO Nesbitt Burns January 2015 - Present
BMO Global Asset Management October 2013 - January 2015
BMO Nesbitt Burns February 2012 - October 2013
Macquarie Private Wealth July 2010 - March 2012
Ronald A. Chisholm May 2008 - July 2008
Education
McGill University 2006 — 2010
B.Comm, Entrepreneurship, International Business
Upper Canada College 1998 — 2006
Hilliard MacBeth's BMO Nesbitt Burns Experience October 1990 - June 2000
Job Portfolio Manager, author, "When the Bubble Bursts: Surviving the Canadian Real Estate Crash"
Industry Investment Management
Experience
Richardson GMP Limited May 2005 - Present
TD Wealth Management June 2000 - May 2005
BMO Nesbitt Burns October 1990 - June 2000
Investment Industry Regulatory Organization for Canada January 1989 - January 1995
Richardson Greenshields October 1988 - October 1990
CIBC Wood Gundy February 1982 - October 1988
Pitfield, MacKay, Ross November 1978 - February 1982
Government of Alberta 1975 - 1978
Skills
Portfolio Management, Estate planning, Investment Advisory, Wealth Management, Wealth, Investments, Financial Advisory, Equities, Investment Management, Personal Finance, Investment Strategies, Asset Allocation, Alternative Investments, Estate Planning, Asset Management, Mutual Funds, Retirement Planning, Strategic Financial..., Capital Markets, Financial Planners, Securities, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, High Net Worth..., Investment Banking, Asset Managment, Financial Modeling, Insurance, Options, Wealth Management..., Bonds, Hedge Funds, Retirement, ETFs, Private Equity, Trading, Financial Markets, Equity Research, Financial Planning, Finance, Risk Management, Valuation, Financial Services, Bloomberg, Economics
Education
INSEAD 2007 — 2007
Global Portfolio Management
Queen's University 1972 — 1973
study of macroeconomics, Graduate Studies Economics
Institut d'Etudes Politiques de Grenoble 1971 — 1972
French language, philosophy
University of Alberta 1966 — 1971
Honours Bachelor of Arts, Economics, Mathematics, Statistics
Richardson GMP Limited May 2005 - Present
TD Wealth Management June 2000 - May 2005
BMO Nesbitt Burns October 1990 - June 2000
Investment Industry Regulatory Organization for Canada January 1989 - January 1995
Richardson Greenshields October 1988 - October 1990
CIBC Wood Gundy February 1982 - October 1988
Pitfield, MacKay, Ross November 1978 - February 1982
Government of Alberta 1975 - 1978
Skills
Portfolio Management, Estate planning, Investment Advisory, Wealth Management, Wealth, Investments, Financial Advisory, Equities, Investment Management, Personal Finance, Investment Strategies, Asset Allocation, Alternative Investments, Estate Planning, Asset Management, Mutual Funds, Retirement Planning, Strategic Financial..., Capital Markets, Financial Planners, Securities, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, High Net Worth..., Investment Banking, Asset Managment, Financial Modeling, Insurance, Options, Wealth Management..., Bonds, Hedge Funds, Retirement, ETFs, Private Equity, Trading, Financial Markets, Equity Research, Financial Planning, Finance, Risk Management, Valuation, Financial Services, Bloomberg, Economics
Education
INSEAD 2007 — 2007
Global Portfolio Management
Queen's University 1972 — 1973
study of macroeconomics, Graduate Studies Economics
Institut d'Etudes Politiques de Grenoble 1971 — 1972
French language, philosophy
University of Alberta 1966 — 1971
Honours Bachelor of Arts, Economics, Mathematics, Statistics
Yatin Rattan's BMO Nesbitt Burns Experience January 2004 - July 2004
Job Supply Chain Executive at Quarterback Transportation
Industry Logistics and Supply Chain
Experience
Quarterback Transportation June 2014 - Present
Neptune Technology Group December 2011 - June 2014
Neptune Technology Group November 2011 - June 2014
Interfast Inc. May 2006 - August 2007
BMO Nesbitt Burns January 2004 - July 2004
Skills
Sales, Marketing Communications, Marketing Strategy, Social Media, Business Policy and..., System Administration, Administrative..., Teamwork, Customer Service, Business Development, Training, Account Management, Time Management, Project Management, Team Leadership, Management, Process Improvement, Negotiation, Marketing, Transportation, Transportation..., Transportation Planning, TMW, Logistics, Inventory Management, Project Planning, Operations Management, Supply Chain, Forecasting, Leadership, Microsoft Excel, Supply Chain Management
Education
York University 2009 — 2011
BAS, Administration Studies
Humber College 2006 — 2009
Admin Studies, Marketing
Quarterback Transportation June 2014 - Present
Neptune Technology Group December 2011 - June 2014
Neptune Technology Group November 2011 - June 2014
Interfast Inc. May 2006 - August 2007
BMO Nesbitt Burns January 2004 - July 2004
Skills
Sales, Marketing Communications, Marketing Strategy, Social Media, Business Policy and..., System Administration, Administrative..., Teamwork, Customer Service, Business Development, Training, Account Management, Time Management, Project Management, Team Leadership, Management, Process Improvement, Negotiation, Marketing, Transportation, Transportation..., Transportation Planning, TMW, Logistics, Inventory Management, Project Planning, Operations Management, Supply Chain, Forecasting, Leadership, Microsoft Excel, Supply Chain Management
Education
York University 2009 — 2011
BAS, Administration Studies
Humber College 2006 — 2009
Admin Studies, Marketing
Cathy Hampson, CPA, CA Cathy Hampson, CPA, CA's BMO Nesbitt Burns Experience 1990 - 1997
Job Executive Search at Ambit Search
Industry Financial Services
Experience
BMO Financial Group 1997 - 2000
BMO Nesbitt Burns 1990 - 1997
Ernst & Young 1986 - 1989
Skills
Financial Research, Financial Analysis, Financial Communications, Business Communications, Valuation, Due Diligence, Auditing, Compliance, Budgetting & Forecasting, Personal Financial..., Capital Markets..., Project Management
Education
Ivey Business School at Western University
Honours Bachelor of Arts, Business Administration (HBA)
Ivey Business School at Western University
Master of Business Administration (MBA)
BMO Financial Group 1997 - 2000
BMO Nesbitt Burns 1990 - 1997
Ernst & Young 1986 - 1989
Skills
Financial Research, Financial Analysis, Financial Communications, Business Communications, Valuation, Due Diligence, Auditing, Compliance, Budgetting & Forecasting, Personal Financial..., Capital Markets..., Project Management
Education
Ivey Business School at Western University
Honours Bachelor of Arts, Business Administration (HBA)
Ivey Business School at Western University
Master of Business Administration (MBA)
Nigel Maynard Nigel Maynard's BMO Nesbitt Burns Experience 1999 - 2006
Job MaynStreet Music
Industry Music
Experience
MaynStreet Music September 2009 - Present
Self! 1989 - Present
Long and McQuade... 2006 - 2013
Waterman Music 2008 - 2009
Real Joy Music 2003 - 2009
Tehillah Toronto 2005 - 2007
Krystaal 2005 - 2007
Krystaal 2005 - 2007
BMO Nesbitt Burns 1999 - 2006
BMO Nesbitt Burns 1999 - 2006
Skills
Event Management, Drums, Percussion, Music, Band, Teaching, Musical Theatre, Entertainment, Concerts, Social Media, Guitar, Live Events, Music Education, Time Management, Recording, Studio Recording, Audio Engineering, Music Production, Performing Arts, Public Speaking, Strategic Financial..., Music Theory, Drum Set, Songwriting, Composition, Music Industry, Leadership, Event Planning, Sound, Singing, Microsoft Office, Investments, Public Relations, Musicians, Bands, Guitarist, Keyboards, Rock
Education
Humber College 1995 — 1999
Music and Sound Engineering
MaynStreet Music September 2009 - Present
Self! 1989 - Present
Long and McQuade... 2006 - 2013
Waterman Music 2008 - 2009
Real Joy Music 2003 - 2009
Tehillah Toronto 2005 - 2007
Krystaal 2005 - 2007
Krystaal 2005 - 2007
BMO Nesbitt Burns 1999 - 2006
BMO Nesbitt Burns 1999 - 2006
Skills
Event Management, Drums, Percussion, Music, Band, Teaching, Musical Theatre, Entertainment, Concerts, Social Media, Guitar, Live Events, Music Education, Time Management, Recording, Studio Recording, Audio Engineering, Music Production, Performing Arts, Public Speaking, Strategic Financial..., Music Theory, Drum Set, Songwriting, Composition, Music Industry, Leadership, Event Planning, Sound, Singing, Microsoft Office, Investments, Public Relations, Musicians, Bands, Guitarist, Keyboards, Rock
Education
Humber College 1995 — 1999
Music and Sound Engineering
Fuad Efendi Fuad Efendi's BMO Nesbitt Burns Experience July 2010 - February 2011
Job Lucene Solr Consultant
Industry Computer Software
Experience
InterCall November 2013 - Present
West Corporation October 2013 - Present
BlackBerry November 2012 - Present
Kaypok Inc. September 2012 - Present
Tokenizer Inc. February 2004 - Present
Metroland January 2011 - December 2012
Jugnoo – Where Social Media Listening Meets Engagement March 2012 - September 2012
OutsideIQ March 2011 - February 2012
BMO Nesbitt Burns July 2010 - February 2011
Giesecke & Devrient March 2010 - June 2010
Skills
Hadoop, HBase, Lucene, Java, Solr, MapReduce, Oracle, PMP, SOA, Cassandra, Liferay, Apache, Hive, Product Management, ESB, Natural Language..., Sentiment Analysis, Text Analytics, Recommender Systems, Search Engine Technology, SQL, Nutch, WebSphere Portal, J2EE, Information Extraction, Text Classification, Web Mining, Mahout, Product Development, JEE, Large Scale Systems, Hadoop MapReduce, Avro, Lily, Chukwa, Pig, Cascading, BIXO, ZooKeeper, Wicket, JQuery, Liferay Portal, LingPipe, Vaadin, SDLC, Enterprise Architecture, Scrum, Project Management, Agile Methodologies
Education
Lomonosov Moscow State University (MSU) 1982 — 1987
Master, Mathematics
InterCall November 2013 - Present
West Corporation October 2013 - Present
BlackBerry November 2012 - Present
Kaypok Inc. September 2012 - Present
Tokenizer Inc. February 2004 - Present
Metroland January 2011 - December 2012
Jugnoo – Where Social Media Listening Meets Engagement March 2012 - September 2012
OutsideIQ March 2011 - February 2012
BMO Nesbitt Burns July 2010 - February 2011
Giesecke & Devrient March 2010 - June 2010
Skills
Hadoop, HBase, Lucene, Java, Solr, MapReduce, Oracle, PMP, SOA, Cassandra, Liferay, Apache, Hive, Product Management, ESB, Natural Language..., Sentiment Analysis, Text Analytics, Recommender Systems, Search Engine Technology, SQL, Nutch, WebSphere Portal, J2EE, Information Extraction, Text Classification, Web Mining, Mahout, Product Development, JEE, Large Scale Systems, Hadoop MapReduce, Avro, Lily, Chukwa, Pig, Cascading, BIXO, ZooKeeper, Wicket, JQuery, Liferay Portal, LingPipe, Vaadin, SDLC, Enterprise Architecture, Scrum, Project Management, Agile Methodologies
Education
Lomonosov Moscow State University (MSU) 1982 — 1987
Master, Mathematics
Derek Lam Derek Lam's BMO Nesbitt Burns Experience May 2008 - August 2008
Job J.D. Candidate at Osgoode Hall Law School
Industry Law Practice
Experience
Dentons May 2014 - August 2014
General Mills July 2009 - June 2012
BMO Nesbitt Burns May 2008 - August 2008
IBM May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Due Diligence, Managerial Finance, Financial Forecasting, Data Analysis, Research, Legal Writing, Project Management
Education
Osgoode Hall Law School
Doctor of Law (JD) Candidate
WHU - Otto Beisheim Graduate School of Management
Finance, Exchange Semester
The University of Western Ontario - Richard Ivey School of Business
Honours Business Administration (HBA)
Upper Canada College
International Baccalaureate (IB)
Dentons May 2014 - August 2014
General Mills July 2009 - June 2012
BMO Nesbitt Burns May 2008 - August 2008
IBM May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Due Diligence, Managerial Finance, Financial Forecasting, Data Analysis, Research, Legal Writing, Project Management
Education
Osgoode Hall Law School
Doctor of Law (JD) Candidate
WHU - Otto Beisheim Graduate School of Management
Finance, Exchange Semester
The University of Western Ontario - Richard Ivey School of Business
Honours Business Administration (HBA)
Upper Canada College
International Baccalaureate (IB)
Bryant Balatbat Bryant Balatbat's BMO Nesbitt Burns Experience September 2005 - August 2006
Job Senior Mobile Engineer at Krossover
Industry Computer Software
Experience
Krossover April 2015 - Present
Krossover September 2014 - Present
BNOTIONS September 2013 - August 2014
BitBlitz Apps Inc. November 2011 - July 2013
DesignAxiom Ltd. May 2007 - July 2013
BMO Nesbitt Burns September 2005 - August 2006
Skills
Objective-C, iOS, OSX, Mobile Applications, Git, Mobile Devices, iOS development, Software Development, Agile Methodologies, Xcode, Objective-C++, C, User Experience, Interaction Design, User Interface, User Interface Design, JavaScript, ActionScript, Flash, CSS, HTML, Web Development, jQuery, JSON, Scrum, HTML 5, PHP, Front-end, Flash Animation, Game Development, Subversion, XML, Software Design, SQL, Facebook API, Test Driven Development, Ruby, MySQL, MVC, REST, OOP, SOAP, iOS Development, AJAX
Education
Humber College 2006 — 2007
Ontario Post Graduate Certificate in Rich Media with Honours, Rich Media
University of Waterloo 2004 — 2005
Computer Engineering
Krossover April 2015 - Present
Krossover September 2014 - Present
BNOTIONS September 2013 - August 2014
BitBlitz Apps Inc. November 2011 - July 2013
DesignAxiom Ltd. May 2007 - July 2013
BMO Nesbitt Burns September 2005 - August 2006
Skills
Objective-C, iOS, OSX, Mobile Applications, Git, Mobile Devices, iOS development, Software Development, Agile Methodologies, Xcode, Objective-C++, C, User Experience, Interaction Design, User Interface, User Interface Design, JavaScript, ActionScript, Flash, CSS, HTML, Web Development, jQuery, JSON, Scrum, HTML 5, PHP, Front-end, Flash Animation, Game Development, Subversion, XML, Software Design, SQL, Facebook API, Test Driven Development, Ruby, MySQL, MVC, REST, OOP, SOAP, iOS Development, AJAX
Education
Humber College 2006 — 2007
Ontario Post Graduate Certificate in Rich Media with Honours, Rich Media
University of Waterloo 2004 — 2005
Computer Engineering
Mindy S Mindy S's BMO Nesbitt Burns Experience 2000 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Ari Financial Group Inc March 2013 - Present
BMO Nesbitt Burns 2000 - 2010
Scotia McLeod 1998 - 2000
Merit Investment Corp. / Cannacord Capital Corp. 1996 - 1998
Skills
Strategic Financial..., Financial Services, Portfolio Management, Insurance, Equities, Fixed Income, Investment Advisory, Asset Allocation, Relationship Management, Investment Strategies, Estate Planning, Bloomberg, Financial Advisory, Bonds, Mutual Funds, Wealth Management, Investments, Finance, Financial Analysis, Trading, Banking, Life Insurance, Marketing, Capital Markets
Education
McGill University 1988 — 1991
Bachelor of Commerce (B.Com.), International Business
Marianopolis College 1986 — 1988
Wagar High School 1981 — 1986
Ari Financial Group Inc March 2013 - Present
BMO Nesbitt Burns 2000 - 2010
Scotia McLeod 1998 - 2000
Merit Investment Corp. / Cannacord Capital Corp. 1996 - 1998
Skills
Strategic Financial..., Financial Services, Portfolio Management, Insurance, Equities, Fixed Income, Investment Advisory, Asset Allocation, Relationship Management, Investment Strategies, Estate Planning, Bloomberg, Financial Advisory, Bonds, Mutual Funds, Wealth Management, Investments, Finance, Financial Analysis, Trading, Banking, Life Insurance, Marketing, Capital Markets
Education
McGill University 1988 — 1991
Bachelor of Commerce (B.Com.), International Business
Marianopolis College 1986 — 1988
Wagar High School 1981 — 1986
David Reckziegel David Reckziegel's BMO Nesbitt Burns Experience 1988 - 1994
Job Founder at Rex Media Capital Inc.
Industry Entertainment
Experience
Rex Media Capital Inc. June 2014 - Present
Entertainment One Films August 2011 - May 2014
Entertainment One Films Canada August 2007 - July 2011
Seville Entertainment November 1999 - August 2007
Industry Entertainment (JDR) Inc. 1995 - 1999
BMO Nesbitt Burns 1988 - 1994
Omni Capital 1987 - 1988
Education
McGill University 1985 — 1987
MBA
University of New Brunswick 1979 — 1984
Bsc. Chemical Engineering
Rex Media Capital Inc. June 2014 - Present
Entertainment One Films August 2011 - May 2014
Entertainment One Films Canada August 2007 - July 2011
Seville Entertainment November 1999 - August 2007
Industry Entertainment (JDR) Inc. 1995 - 1999
BMO Nesbitt Burns 1988 - 1994
Omni Capital 1987 - 1988
Education
McGill University 1985 — 1987
MBA
University of New Brunswick 1979 — 1984
Bsc. Chemical Engineering
Anthony Petruccelli's BMO Nesbitt Burns Experience February 2000 - Present
Job We create and preserve wealth by actively measuring and managing investment risk.
Industry Financial Services
Experience
BMO Nesbitt Burns February 2000 - Present
Hamilton Bulldogs September 1996 - June 1999
Skills
Wealth Management, Risk Management, Investments, Strategic Financial..., Asset Allocation, Options, Financial Services, Financial Risk, Corporate Finance, Financial Analysis, Retirement Planning, Investment Advisory, Mutual Funds, Finance, Portfolio Management, Financial Planning, Management
Education
McMaster University 1995 — 1999
Commerce
St. Mary's High School 1990 — 1995
Ontario Scholar
BMO Nesbitt Burns February 2000 - Present
Hamilton Bulldogs September 1996 - June 1999
Skills
Wealth Management, Risk Management, Investments, Strategic Financial..., Asset Allocation, Options, Financial Services, Financial Risk, Corporate Finance, Financial Analysis, Retirement Planning, Investment Advisory, Mutual Funds, Finance, Portfolio Management, Financial Planning, Management
Education
McMaster University 1995 — 1999
Commerce
St. Mary's High School 1990 — 1995
Ontario Scholar
Richard Quesnel Richard Quesnel's BMO Nesbitt Burns Experience May 2001 - September 2010
Job Conseiller spécial du président de l'IEDM (Institut économique de Montréal)
Industry Nonprofit Organization Management
Experience
IEDM (Institut économique de Montréal) September 2014 - Present
En Coeur, Fondation québécoise pour les enfants malades du coeur October 2010 - July 2014
BMO Nesbitt Burns May 2001 - September 2010
Valeurs Mobilières Banque Laurentienne September 2000 - April 2001
Tassé & Associés, Limités September 1985 - September 2000
Skills
Public Speaking, Fundraising, Event Planning, Social Media, Strategic Planning, Research, Microsoft Excel, Public Relations, Customer Service, Event Management, PowerPoint, Community Outreach, Microsoft Word, Project Management, Volunteer Management, Editing, Program Development, Grant Writing, Teaching, Budgets
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Université Laval / Laval University 1975 — 1978
Bachelor's degree, Science Politique
IEDM (Institut économique de Montréal) September 2014 - Present
En Coeur, Fondation québécoise pour les enfants malades du coeur October 2010 - July 2014
BMO Nesbitt Burns May 2001 - September 2010
Valeurs Mobilières Banque Laurentienne September 2000 - April 2001
Tassé & Associés, Limités September 1985 - September 2000
Skills
Public Speaking, Fundraising, Event Planning, Social Media, Strategic Planning, Research, Microsoft Excel, Public Relations, Customer Service, Event Management, PowerPoint, Community Outreach, Microsoft Word, Project Management, Volunteer Management, Editing, Program Development, Grant Writing, Teaching, Budgets
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Université Laval / Laval University 1975 — 1978
Bachelor's degree, Science Politique
Deanna Pagnan Deanna Pagnan's BMO Nesbitt Burns Experience June 2007 - January 2008
Job Senior Manager, Public Affairs at Prospectors & Developers Association of Canada PDAC
Industry Public Relations and Communications
Experience
Prospectors & Developers Association of Canada PDAC July 2015 - Present
Prospectors & Developers Association of Canada PDAC May 2013 - Present
Canadian Trucking Alliance/Ontario Trucking Association 2011 - May 2013
Canadian Trucking Alliance/Ontario Trucking Association January 2010 - 2011
City of Hamilton 2008 - 2009
BMO Nesbitt Burns June 2007 - January 2008
Skills
Strategic Communications, Public Affairs, Stakeholder Engagement, Government Relations, Relationship Management, Writing, Media Relations, Public Relations, Event Management, Policy Analysis, Community Development, Strategic Planning, Research, Government, Internal Communications, Communications Planning, Business Development, Advocacy, Public Policy, Press Releases, Community Engagement, Management, Policy, Project Management, Corporate Social..., Community Outreach, Social Media
Education
The University of Western Ontario
Bachelor
Humber College
Public Relations
Canadian Securities Institute
Canadian Securities Course
Canadian School of Natural Nutrition 2013 — 2015
Registered Holistic Nutritionist
Prospectors & Developers Association of Canada PDAC July 2015 - Present
Prospectors & Developers Association of Canada PDAC May 2013 - Present
Canadian Trucking Alliance/Ontario Trucking Association 2011 - May 2013
Canadian Trucking Alliance/Ontario Trucking Association January 2010 - 2011
City of Hamilton 2008 - 2009
BMO Nesbitt Burns June 2007 - January 2008
Skills
Strategic Communications, Public Affairs, Stakeholder Engagement, Government Relations, Relationship Management, Writing, Media Relations, Public Relations, Event Management, Policy Analysis, Community Development, Strategic Planning, Research, Government, Internal Communications, Communications Planning, Business Development, Advocacy, Public Policy, Press Releases, Community Engagement, Management, Policy, Project Management, Corporate Social..., Community Outreach, Social Media
Education
The University of Western Ontario
Bachelor
Humber College
Public Relations
Canadian Securities Institute
Canadian Securities Course
Canadian School of Natural Nutrition 2013 — 2015
Registered Holistic Nutritionist
Marc-Antoine Le Denn's BMO Nesbitt Burns Experience August 2012 - Present
Job Investment representative
Industry Financial Services
Experience
BMO Nesbitt Burns August 2012 - Present
Kerburn Rose September 2013 - December 2013
Qualite Etudiants January 2011 - November 2011
Skills
Financial Modeling, M&A experience, Investment Banking, Microsoft Excel, Capital Markets, Capital Raising, Equities, Brokerage, Mergers & Acquisitions, Fixed Income, French, PowerPoint, Bloomberg, Investments
Education
Concordia University 2011 — 2013
Bachelor's degree, Finance major (John Molson School of Business)
Marianopolis College 2008 — 2010
Diploma in commerce
BMO Nesbitt Burns August 2012 - Present
Kerburn Rose September 2013 - December 2013
Qualite Etudiants January 2011 - November 2011
Skills
Financial Modeling, M&A experience, Investment Banking, Microsoft Excel, Capital Markets, Capital Raising, Equities, Brokerage, Mergers & Acquisitions, Fixed Income, French, PowerPoint, Bloomberg, Investments
Education
Concordia University 2011 — 2013
Bachelor's degree, Finance major (John Molson School of Business)
Marianopolis College 2008 — 2010
Diploma in commerce
Reva Luft's BMO Nesbitt Burns Experience January 2015 - Present
Job BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns January 2015 - Present
PharmaCan Capital June 2014 - October 2014
Rithm December 2013 - June 2014
Scotiabank June 2011 - July 2012
Skills
Financial Analysis, Microsoft Office, Management, Leadership, Teamwork, Research, Social Media, Finance, Social Media Marketing, Marketing, Corporate Finance
Education
University College London, U. of London 2012 — 2013
Master of Science (MSc), Management
McGill University 2007 — 2011
BA, Economics
University of Leeds
Exchange Student
BMO Nesbitt Burns January 2015 - Present
PharmaCan Capital June 2014 - October 2014
Rithm December 2013 - June 2014
Scotiabank June 2011 - July 2012
Skills
Financial Analysis, Microsoft Office, Management, Leadership, Teamwork, Research, Social Media, Finance, Social Media Marketing, Marketing, Corporate Finance
Education
University College London, U. of London 2012 — 2013
Master of Science (MSc), Management
McGill University 2007 — 2011
BA, Economics
University of Leeds
Exchange Student
Christy DeCosimo Christy DeCosimo's BMO Nesbitt Burns Experience April 2009 - November 2011
Job Director, Business Development at Toron AMI International Asset Management
Industry Investment Management
Experience
Toron AMI International Asset Management November 2011 - Present
BMO Nesbitt Burns April 2009 - November 2011
Skills
Wealth Management, Portfolio Management, Strategy, High Net Worth..., Investment Strategies, Investment Management, Banking, Securities, Relationship Management, Business Development, Investments, Financial Analysis, Asset Management, Valuation, Fixed Income, CRM, Equities, Financial Modeling
Education
Institute of Corporate Directors and the Rotman School of Management, University of Toronto
Governance Essentials for Directors of Not-for-Profit Organizations
Queen's School of Business
Toronto CFA Society Leadership Session
CFA Institute
CFA Charterholder
Ivey Business School at Western University 1982 — 1986
HBA
Toron AMI International Asset Management November 2011 - Present
BMO Nesbitt Burns April 2009 - November 2011
Skills
Wealth Management, Portfolio Management, Strategy, High Net Worth..., Investment Strategies, Investment Management, Banking, Securities, Relationship Management, Business Development, Investments, Financial Analysis, Asset Management, Valuation, Fixed Income, CRM, Equities, Financial Modeling
Education
Institute of Corporate Directors and the Rotman School of Management, University of Toronto
Governance Essentials for Directors of Not-for-Profit Organizations
Queen's School of Business
Toronto CFA Society Leadership Session
CFA Institute
CFA Charterholder
Ivey Business School at Western University 1982 — 1986
HBA
James Stares, CFA James Stares, CFA's BMO Nesbitt Burns Experience November 1999 - October 2000
Job Director, Product Strategy at Scotia iTRADE
Industry Financial Services
Experience
Scotia iTRADE September 2008 - Present
E*TRADE Canada September 2003 - March 2009
E*TRADE Canada October 2000 - September 2003
BMO Nesbitt Burns November 1999 - October 2000
BMO Nesbitt Burns March 1997 - November 1999
BMO Nesbitt Burns September 1995 - March 1997
Canadian Embassy, Washington D.C. 1994 - 1995
Skills
Product Development, Mergers, Business Strategy, Process Improvement, Change Management, Product Management, Business Analysis, Integration, Strategic Planning, Order Management, Wealth Management, Business Modeling, Leadership, Trading Systems, Mergers & Acquisitions, Equities, Risk Management, Market Data, Cross-functional Team..., Financial Services, Management, Strategy, Investments, Fixed Income
Education
CFA Institute 1997 — 1999
Chartered Financial Analyst
McGill University 1988 — 1992
B.A. Economics
Scotia iTRADE September 2008 - Present
E*TRADE Canada September 2003 - March 2009
E*TRADE Canada October 2000 - September 2003
BMO Nesbitt Burns November 1999 - October 2000
BMO Nesbitt Burns March 1997 - November 1999
BMO Nesbitt Burns September 1995 - March 1997
Canadian Embassy, Washington D.C. 1994 - 1995
Skills
Product Development, Mergers, Business Strategy, Process Improvement, Change Management, Product Management, Business Analysis, Integration, Strategic Planning, Order Management, Wealth Management, Business Modeling, Leadership, Trading Systems, Mergers & Acquisitions, Equities, Risk Management, Market Data, Cross-functional Team..., Financial Services, Management, Strategy, Investments, Fixed Income
Education
CFA Institute 1997 — 1999
Chartered Financial Analyst
McGill University 1988 — 1992
B.A. Economics
Des Layland Des Layland's BMO Nesbitt Burns Experience 2008 - 2009
Job Wealth Manager at Manulife Securities Insurance Inc.
Industry Investment Management
Experience
Manulife Investments Insurance Inc. 2009 - Present
BMO Nesbitt Burns 2008 - 2009
Strategic Corporate Finance Inc. 2001 - 2008
Arthur Andersen 1999 - 2001
PwC 1998 - 1999
CIBC Wood Gundy 1995 - 1997
CIBC 1987 - 1995
Imperial Oil 1977 - 1987
Skills
Investments, Investment Strategies, Portfolio Management, Fixed Income, Venture Capital, Wealth, Strategic Financial..., Retirement, Derivatives, Mergers, Private Equity, Corporate Finance, Finance, Restructuring, Business Strategy, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Business Planning, Project Finance, Financial Analysis, Wealth Management, Financial Planning
Education
Candian Securities Institute 2008 — 2014
Chartered Investment Manager, Portfolio Management
Imperial College London 1976 — 1977
M.Sc., D.I.C., Chemical Engineering
The University of Sheffield 1973 — 1976
B.Sc., Chemical Engineering and Fuel Technology (minor in business)
The English School 1967 — 1973
A & O Levels, Science and Liberal Arts
Manulife Investments Insurance Inc. 2009 - Present
BMO Nesbitt Burns 2008 - 2009
Strategic Corporate Finance Inc. 2001 - 2008
Arthur Andersen 1999 - 2001
PwC 1998 - 1999
CIBC Wood Gundy 1995 - 1997
CIBC 1987 - 1995
Imperial Oil 1977 - 1987
Skills
Investments, Investment Strategies, Portfolio Management, Fixed Income, Venture Capital, Wealth, Strategic Financial..., Retirement, Derivatives, Mergers, Private Equity, Corporate Finance, Finance, Restructuring, Business Strategy, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Business Planning, Project Finance, Financial Analysis, Wealth Management, Financial Planning
Education
Candian Securities Institute 2008 — 2014
Chartered Investment Manager, Portfolio Management
Imperial College London 1976 — 1977
M.Sc., D.I.C., Chemical Engineering
The University of Sheffield 1973 — 1976
B.Sc., Chemical Engineering and Fuel Technology (minor in business)
The English School 1967 — 1973
A & O Levels, Science and Liberal Arts
Heather Dawson Heather Dawson's BMO Nesbitt Burns Experience November 1998 - December 1999
Job Division Social Convenor Junior School
Industry Events Services
Experience
Branksome Hall August 2011 - Present
AOL Canada January 2000 - August 2001
BMO Nesbitt Burns November 1998 - December 1999
ScotiaMcLeod August 1995 - November 1998
Banque Toronto-Dominion August 1992 - August 1995
Shilbley Righton 1992 - 1992
Skills
B2B, Direct Marketing, Marketing Strategy, Team Leadership, New Business Development, Project Management, Market Research, Marketing Communications, Sales, Marketing
Education
Schulich School of Business 1991 — 1992
MBA, Marketing and Finance
The University of Western Ontario - Huron University College 1985 — 1989
Honours BA, Psychology
Branksome Hall 1980 — 1985
Highschool, Ontario Honours High School Diploma
St. Georges Junior School 1971 — 1978
JK to 6
Branksome Hall August 2011 - Present
AOL Canada January 2000 - August 2001
BMO Nesbitt Burns November 1998 - December 1999
ScotiaMcLeod August 1995 - November 1998
Banque Toronto-Dominion August 1992 - August 1995
Shilbley Righton 1992 - 1992
Skills
B2B, Direct Marketing, Marketing Strategy, Team Leadership, New Business Development, Project Management, Market Research, Marketing Communications, Sales, Marketing
Education
Schulich School of Business 1991 — 1992
MBA, Marketing and Finance
The University of Western Ontario - Huron University College 1985 — 1989
Honours BA, Psychology
Branksome Hall 1980 — 1985
Highschool, Ontario Honours High School Diploma
St. Georges Junior School 1971 — 1978
JK to 6
Kathleen Wronski's BMO Nesbitt Burns Experience April 1983 - November 2004
Job Retirement Specialist at Richardson GMP
Industry Investment Management
Experience
Richardson GMP Limited November 2009 - Present
Richardson GMP Limited November 2011 - February 2013
Richardson Partners November 2004 - November 2009
BMO Nesbitt Burns April 1983 - November 2004
Skills
Financial Advisory, Financial Services, Securities, Tax, Finance, Risk Management, Wealth Accumulation, Private Equity, Retirement, Fixed Income Portfolio..., Wealth Preservation..., Hedge Funds, Retirement Planning, Fixed Income Strategies, High Net Worth Insurance, Portfolio Optimization, Insurance, Philanthropy, Charity Work, Published Author, Financial Planners, Personal Finance, Bonds, Financial Markets, Financial Planning
Education
Ivey School of Business 1979 — 1983
Honours Business Administration, Business
Milton District High School
Richardson GMP Limited November 2009 - Present
Richardson GMP Limited November 2011 - February 2013
Richardson Partners November 2004 - November 2009
BMO Nesbitt Burns April 1983 - November 2004
Skills
Financial Advisory, Financial Services, Securities, Tax, Finance, Risk Management, Wealth Accumulation, Private Equity, Retirement, Fixed Income Portfolio..., Wealth Preservation..., Hedge Funds, Retirement Planning, Fixed Income Strategies, High Net Worth Insurance, Portfolio Optimization, Insurance, Philanthropy, Charity Work, Published Author, Financial Planners, Personal Finance, Bonds, Financial Markets, Financial Planning
Education
Ivey School of Business 1979 — 1983
Honours Business Administration, Business
Milton District High School
Ken Broaderip Ken Broaderip's BMO Nesbitt Burns Experience 1986 - 2004
Job Performance Coach & Canadian Representative at The Oechsli Institute. Founder Mastery Consulting
Industry Professional Training & Coaching
Experience
The Oechsli Institute January 2012 - Present
Mastery Consulting 2009 - Present
Scotia McLeod 2009 - 2012
CIBC Wood Gundy 2004 - 2008
BMO Nesbitt Burns 1986 - 2004
Skills
Team Building, Strategic Planning, Business Strategy, Team Leadership, Coaching, Training Delivery, Developing Training..., Financial Advisory, Entrepreneurship, Wealth Management, Performance Management, Management, Public Speaking, Training, Marketing, CRM, Leadership, Project Management, Business Development, Consulting, Management Consulting, Investments, Program Management, Risk Management, Financial Services, Retirement, Strategy, Business Planning, Executive Coaching, Securities
Education
McGill University
B. A., Economics
Queen's University
B, Ed., Secondary School Certificate, Economics & Geography
St. Francis Xavier University
Adult Educaton Certificate, Adult and Continuing Education and Teaching
The Oechsli Institute January 2012 - Present
Mastery Consulting 2009 - Present
Scotia McLeod 2009 - 2012
CIBC Wood Gundy 2004 - 2008
BMO Nesbitt Burns 1986 - 2004
Skills
Team Building, Strategic Planning, Business Strategy, Team Leadership, Coaching, Training Delivery, Developing Training..., Financial Advisory, Entrepreneurship, Wealth Management, Performance Management, Management, Public Speaking, Training, Marketing, CRM, Leadership, Project Management, Business Development, Consulting, Management Consulting, Investments, Program Management, Risk Management, Financial Services, Retirement, Strategy, Business Planning, Executive Coaching, Securities
Education
McGill University
B. A., Economics
Queen's University
B, Ed., Secondary School Certificate, Economics & Geography
St. Francis Xavier University
Adult Educaton Certificate, Adult and Continuing Education and Teaching
Mathilda Keys Mathilda Keys's BMO Nesbitt Burns Experience 2006 - 2007
Job Human Resource Assistant @ Samaritan's Purse
Industry Nonprofit Organization Management
Experience
Samaritan's Purse Canada October 2013 - Present
McNeil Group Inc September 2011 - November 2012
New Life Community Church 2008 - 2011
Mawer Investment Management 2007 - 2008
BMO Nesbitt Burns 2006 - 2007
CIBC Wood Gundy January 1999 - August 2006
Skills
Public Speaking, Organizational Change, Ethics
Education
Mount Royal University 2009 — 2011
Degree, Human Resource Management
Grant Macewan College 1999 — 2001
Degree, Public Relations
Samaritan's Purse Canada October 2013 - Present
McNeil Group Inc September 2011 - November 2012
New Life Community Church 2008 - 2011
Mawer Investment Management 2007 - 2008
BMO Nesbitt Burns 2006 - 2007
CIBC Wood Gundy January 1999 - August 2006
Skills
Public Speaking, Organizational Change, Ethics
Education
Mount Royal University 2009 — 2011
Degree, Human Resource Management
Grant Macewan College 1999 — 2001
Degree, Public Relations
Sheila Norman, CFA's BMO Nesbitt Burns Experience 1992 - 1996
Job Portfolio Manager CGOV Asset Management
Industry Investment Management
Experience
CGOV Asset Management April 2006 - Present
The CGOV Foundation 2006 - Present
McLean Budden 1999 - 2006
Sunlife Securities 1996 - 1999
BMO Nesbitt Burns 1992 - 1996
Skills
Investment Advisory, Portfolio Management, Asset Management, Investments, Endowments, Management, Investment Strategies, Capital Markets, Wealth Management, Equities, Fixed Income, Asset Allocation, Securities, Investment Management, Financial Modeling, Equity Research, Financial Analysis, Private Equity
Education
CFA Institute
CFA, Chartered Financial Analyst
Queen's University 1987 — 1991
BA
University of Toronto - Rotman School of Management 2010 — 2010
Governance, Not-for-Profit Essentials
Lethbridge Community College
National Aboriginal Trustee Training Program
CGOV Asset Management April 2006 - Present
The CGOV Foundation 2006 - Present
McLean Budden 1999 - 2006
Sunlife Securities 1996 - 1999
BMO Nesbitt Burns 1992 - 1996
Skills
Investment Advisory, Portfolio Management, Asset Management, Investments, Endowments, Management, Investment Strategies, Capital Markets, Wealth Management, Equities, Fixed Income, Asset Allocation, Securities, Investment Management, Financial Modeling, Equity Research, Financial Analysis, Private Equity
Education
CFA Institute
CFA, Chartered Financial Analyst
Queen's University 1987 — 1991
BA
University of Toronto - Rotman School of Management 2010 — 2010
Governance, Not-for-Profit Essentials
Lethbridge Community College
National Aboriginal Trustee Training Program
François Helou François Helou's BMO Nesbitt Burns Experience February 2014 - Present
Job H&K Advisory Group, BMO Nesbitt Burns
Industry Capital Markets
Experience
BMO Nesbitt Burns February 2014 - Present
Meadowbank Capital Inc. February 2011 - February 2014
Carthage Capital Inc. February 2010 - February 2014
RBC Capital Markets March 2002 - February 2010
HSBC Bank Canada March 2001 - March 2002
CIBC World Markets January 2000 - March 2001
CIBC World Markets January 1997 - January 2000
Bank of Montreal September 1993 - January 1997
CIBC June 1992 - September 1993
CIBC October 1990 - June 1992
Skills
Structured Products, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Equities, Investment Banking, Trading, Alternative Investments, Equity Derivatives, Investments, Financial Markets, Corporate Finance, Options, Private Equity, Investment Management, Asset Management, Corporate Development, Wealth Management, FX Options, Investment Strategies, Mutual Funds, Investment Advisory, Financial Services, Equity Research, Structured Finance, Securities, Financial Structuring, Emerging Markets, Hedging, Asset Allocation, Swaps, Bonds, Commodity, Equity Trading, Credit Derivatives, ETFs, Electronic Trading, Market Risk, Trading Systems, Interest Rate..., Bloomberg, Valuation, Portfolio Management, Investor Relations, Securitization, Prime Brokerage, Venture Capital, Proprietary Trading, Private Placements
Education
Chartered Financial Analyst 1991 — 1994
CFA, Finance
McGill University 1988 — 1990
MBA, Finance
Université Laval 1982 — 1986
Bachelor of Engineering (B.Eng.), Civil Engineering
BMO Nesbitt Burns February 2014 - Present
Meadowbank Capital Inc. February 2011 - February 2014
Carthage Capital Inc. February 2010 - February 2014
RBC Capital Markets March 2002 - February 2010
HSBC Bank Canada March 2001 - March 2002
CIBC World Markets January 2000 - March 2001
CIBC World Markets January 1997 - January 2000
Bank of Montreal September 1993 - January 1997
CIBC June 1992 - September 1993
CIBC October 1990 - June 1992
Skills
Structured Products, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Equities, Investment Banking, Trading, Alternative Investments, Equity Derivatives, Investments, Financial Markets, Corporate Finance, Options, Private Equity, Investment Management, Asset Management, Corporate Development, Wealth Management, FX Options, Investment Strategies, Mutual Funds, Investment Advisory, Financial Services, Equity Research, Structured Finance, Securities, Financial Structuring, Emerging Markets, Hedging, Asset Allocation, Swaps, Bonds, Commodity, Equity Trading, Credit Derivatives, ETFs, Electronic Trading, Market Risk, Trading Systems, Interest Rate..., Bloomberg, Valuation, Portfolio Management, Investor Relations, Securitization, Prime Brokerage, Venture Capital, Proprietary Trading, Private Placements
Education
Chartered Financial Analyst 1991 — 1994
CFA, Finance
McGill University 1988 — 1990
MBA, Finance
Université Laval 1982 — 1986
Bachelor of Engineering (B.Eng.), Civil Engineering
Guy Barbeau Guy Barbeau's BMO Nesbitt Burns Experience 1993 - 2001
Job Lecturer at Concordia University John Molson School of Business
Industry Management Consulting
Experience
Concordia University - John Molson School of Business August 2015 - Present
Technology Services Company February 2014 - Present
McKesson Canada 2010 - 2013
Medical Education Network 2009 - 2010
Alan Davis & Associates Inc. 2005 - 2009
Self Employed 2004 - 2005
Regatronics Inc. 2002 - 2004
BMO Nesbitt Burns 1993 - 2001
Accenture 1987 - 1991
Skills
Strategic Planning, Business Process..., Business Development, New Business Development, IT Strategy, Cross-functional Team..., Project Management, Business Intelligence, Product Management, Management Consulting, Operations Management, Leadership, Healthcare, Management, Business Strategy, Negotiation, Account Management, Mergers & Acquisitions, Change Management, Start-ups, Program Management, Competitive Analysis, Strategy, Process Improvement, Business Analysis, Business Planning, Strategic Partnerships, Contract Negotiation, Outsourcing, Vendor Management, CRM, Team Leadership, Product Marketing, Team Building
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA
McGill University 1984 — 1987
BComm, Marketing & MIS
Concordia University - John Molson School of Business August 2015 - Present
Technology Services Company February 2014 - Present
McKesson Canada 2010 - 2013
Medical Education Network 2009 - 2010
Alan Davis & Associates Inc. 2005 - 2009
Self Employed 2004 - 2005
Regatronics Inc. 2002 - 2004
BMO Nesbitt Burns 1993 - 2001
Accenture 1987 - 1991
Skills
Strategic Planning, Business Process..., Business Development, New Business Development, IT Strategy, Cross-functional Team..., Project Management, Business Intelligence, Product Management, Management Consulting, Operations Management, Leadership, Healthcare, Management, Business Strategy, Negotiation, Account Management, Mergers & Acquisitions, Change Management, Start-ups, Program Management, Competitive Analysis, Strategy, Process Improvement, Business Analysis, Business Planning, Strategic Partnerships, Contract Negotiation, Outsourcing, Vendor Management, CRM, Team Leadership, Product Marketing, Team Building
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
MBA
McGill University 1984 — 1987
BComm, Marketing & MIS
Ian Bolduc Ian Bolduc's BMO Nesbitt Burns Experience January 2010 - July 2010
Job Director, InsuranceINTEL (The Insurance & Investment Journal)
Industry Insurance
Experience
Le Journal de l'assurance / The Insurance and Investment Journal September 2011 - Present
Edelman July 2010 - July 2011
BMO Nesbitt Burns January 2010 - July 2010
Journal de l'assurance/Québec Inc./FlashFinance.ca May 2008 - January 2010
BMO Nesbitt Burns February 2007 - May 2008
RBC Royal Bank August 2004 - January 2007
Education
Université de Montréal 2007 — 2009
Certificat, Journalisme
Canadian Securities Institute/Institut canadien des valeurs mobilières 2007 — 2008
Cours d'accréditation pour Conseillers en placement, Investments and Securities/Investissements et valeurs mobilières
McGill University 2001 — 2004
Baccalauréat / Bachelor, Commerce (Finance - Organizational Strategy)
WU (Vienna University of Economics and Business) 2003 — 2003
Student Exchange, Finance
Le Journal de l'assurance / The Insurance and Investment Journal September 2011 - Present
Edelman July 2010 - July 2011
BMO Nesbitt Burns January 2010 - July 2010
Journal de l'assurance/Québec Inc./FlashFinance.ca May 2008 - January 2010
BMO Nesbitt Burns February 2007 - May 2008
RBC Royal Bank August 2004 - January 2007
Education
Université de Montréal 2007 — 2009
Certificat, Journalisme
Canadian Securities Institute/Institut canadien des valeurs mobilières 2007 — 2008
Cours d'accréditation pour Conseillers en placement, Investments and Securities/Investissements et valeurs mobilières
McGill University 2001 — 2004
Baccalauréat / Bachelor, Commerce (Finance - Organizational Strategy)
WU (Vienna University of Economics and Business) 2003 — 2003
Student Exchange, Finance
Nancy Hamilton Nancy Hamilton's BMO Nesbitt Burns Experience 1995 - 2000
Job Coldwell Banker Westburn Realty~ Squamish, BC
Industry Real Estate
Experience
Coldwell Banker Westburn Realty July 2009 - Present
RE/MAX Sea to Sky Real Estate Squamish, BC 2009 - 2013
MBD Construction Ltd. 2003 - 2008
RBC Royal Bank 2002 - 2004
BMO Nesbitt Burns 1995 - 2000
Nordic Laboratories January 1992 - January 1994
Executive Edge Inc. January 1986 - January 1992
Skills
Privite Pilot, Investment Advisory..., Mortgage Brokers, Employment Consulting, Business Planning, Real Estate, Home Staging, Motorcycling, Art, Painting, Investors, Real Estate Transactions, Sellers, Investments, Residential Mortgages, Residential Homes, Single Family Homes, Leadership, Luxury, Condos, Marketing, Mortgage Lending, Investment Properties, First Time Home Buyers, Relocation, Refinance, Selling, Fine Art, Seniors, Referrals, New Home Sales, Listings, Waterfront, Vacation Homes, Buyer Representation, Buyers
Education
Queens University
Bachelor, Education
McMaster University 1981 — 1984
BPHE, Sports Science
Coldwell Banker Westburn Realty July 2009 - Present
RE/MAX Sea to Sky Real Estate Squamish, BC 2009 - 2013
MBD Construction Ltd. 2003 - 2008
RBC Royal Bank 2002 - 2004
BMO Nesbitt Burns 1995 - 2000
Nordic Laboratories January 1992 - January 1994
Executive Edge Inc. January 1986 - January 1992
Skills
Privite Pilot, Investment Advisory..., Mortgage Brokers, Employment Consulting, Business Planning, Real Estate, Home Staging, Motorcycling, Art, Painting, Investors, Real Estate Transactions, Sellers, Investments, Residential Mortgages, Residential Homes, Single Family Homes, Leadership, Luxury, Condos, Marketing, Mortgage Lending, Investment Properties, First Time Home Buyers, Relocation, Refinance, Selling, Fine Art, Seniors, Referrals, New Home Sales, Listings, Waterfront, Vacation Homes, Buyer Representation, Buyers
Education
Queens University
Bachelor, Education
McMaster University 1981 — 1984
BPHE, Sports Science
Larry Tomlin's BMO Nesbitt Burns Experience May 2011 - December 2012
Job Tax & Financial Management for the SelfEmployed
Industry Investment Management
Experience
Wealth Stewards Inc. January 2013 - Present
Tomlin Consulting Inc. August 2008 - Present
Various charities and non-profit organizations May 1988 - Present
BMO Nesbitt Burns May 2011 - December 2012
CMA Ontario September 1995 - September 2011
CMA Ontario March 2009 - May 2011
Tomlin Associates Inc. May 1988 - August 2008
Tax To Go - Fast Affordable Tax Returns February 1989 - May 2006
Skills
Strategic Financial..., Accounting, Auditing, Tax, Risk Management, Strategy, Leadership, Finance, Non-profits, Tax Preparation, Financial Analysis, Restructuring, Wealth Management, Financial Reporting, Managerial Finance, Strategic Planning, Financial Modeling, Insurance, Business Strategy, Business Planning, Budgets, Mergers, Management Consulting, Change Management, Charity Governance, Personal Values, Crisis Management, Crisis Intervention, Variance Analysis, Cross-functional Team..., Passion for Helping..., Building Customer..., Internal Controls, Cash Management, Volunteer Management, Professional Ethics, Financial Literacy..., Nonprofits, Cost Accounting, Investments, Mentoring Of Staff, Mergers & Acquisitions, Financial Accounting, GAAP, Forecasting, Executive Management, Financial Planners, Training, Due Diligence, Financial Advisory
Education
The University of Western Ontario 2009 — 2010
MBA, Richard Ivey School of Business
McMaster University 2006 — 2007
C.Dir., Corporate Governance
CPA Ontario 1986 — 1988
FCPA, FCMA, Accounting
Wealth Stewards Inc. January 2013 - Present
Tomlin Consulting Inc. August 2008 - Present
Various charities and non-profit organizations May 1988 - Present
BMO Nesbitt Burns May 2011 - December 2012
CMA Ontario September 1995 - September 2011
CMA Ontario March 2009 - May 2011
Tomlin Associates Inc. May 1988 - August 2008
Tax To Go - Fast Affordable Tax Returns February 1989 - May 2006
Skills
Strategic Financial..., Accounting, Auditing, Tax, Risk Management, Strategy, Leadership, Finance, Non-profits, Tax Preparation, Financial Analysis, Restructuring, Wealth Management, Financial Reporting, Managerial Finance, Strategic Planning, Financial Modeling, Insurance, Business Strategy, Business Planning, Budgets, Mergers, Management Consulting, Change Management, Charity Governance, Personal Values, Crisis Management, Crisis Intervention, Variance Analysis, Cross-functional Team..., Passion for Helping..., Building Customer..., Internal Controls, Cash Management, Volunteer Management, Professional Ethics, Financial Literacy..., Nonprofits, Cost Accounting, Investments, Mentoring Of Staff, Mergers & Acquisitions, Financial Accounting, GAAP, Forecasting, Executive Management, Financial Planners, Training, Due Diligence, Financial Advisory
Education
The University of Western Ontario 2009 — 2010
MBA, Richard Ivey School of Business
McMaster University 2006 — 2007
C.Dir., Corporate Governance
CPA Ontario 1986 — 1988
FCPA, FCMA, Accounting
Jessie Behan CIM®'s BMO Nesbitt Burns Experience September 2008 - April 2010
Job Director of Strategic Partnerships at Aux Mode Inc.
Industry Entertainment
Experience
Aux Mode Inc. September 2015 - Present
Redwood Asset Management Inc. May 2012 - Present
Mackenzie Financial May 2010 - May 2012
BMO Nesbitt Burns September 2008 - April 2010
Alliance Atlantis October 2007 - December 2007
Quiksilver October 2006 - April 2007
Skills
Microsoft Excel, Trading, Microsoft Word, Sales Presentations, Coaching, QuickBooks, Sports, Acting, Graphics, Guitar, Canadian Securities..., Sales, Asset Allocation, Strategic Financial..., Mutual Funds, Investments, Relationship Management, Asset Managment, Finance, Marketing, Securities, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, ETFs, Fixed Income, Portfolio Management, Retirement Planning, Equities, Asset Management, Financial Services, Risk Management, Capital Markets, Separately Managed..., Investment Management, Hedge Funds, Marketing Strategy, Funding, Investor Relations, Bonds, New Business Development, Financial Advisory, Investment Banking, Private Equity, High Net Worth..., Wealth, Financial Markets, Wealth Management..., Bloomberg
Education
CSI Global Education Inc 2013 — 2013
Portfolio Management Techniques-Currently enrolled, Finance, General
CSI Global Education Inc. 2013 — 2013
Investment Management Techniques, Finance, Pass
CSI Global Education 2009 — 2010
Canadian Securities Course, Finance
Second City Training Centre 2009 — 2010
Conservatory Program, Improv and Sketch Comedy
York University 2008 — 2008
Broadcast Journalism, Television and Radio
McGill University 2001 — 2005
Bachelor of Arts (B.A.), Political Science, Business, and Theater Studies
Leaside Highschool 1997 — 1999
Highschool, Political Economy, 11-OAC
Loretto Abbey Highschool 1995 — 1997
Highschool, General Studies, 9 & 10
Blessed Sacrament 1991 — 1994
Elementary School, student
Aux Mode Inc. September 2015 - Present
Redwood Asset Management Inc. May 2012 - Present
Mackenzie Financial May 2010 - May 2012
BMO Nesbitt Burns September 2008 - April 2010
Alliance Atlantis October 2007 - December 2007
Quiksilver October 2006 - April 2007
Skills
Microsoft Excel, Trading, Microsoft Word, Sales Presentations, Coaching, QuickBooks, Sports, Acting, Graphics, Guitar, Canadian Securities..., Sales, Asset Allocation, Strategic Financial..., Mutual Funds, Investments, Relationship Management, Asset Managment, Finance, Marketing, Securities, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, ETFs, Fixed Income, Portfolio Management, Retirement Planning, Equities, Asset Management, Financial Services, Risk Management, Capital Markets, Separately Managed..., Investment Management, Hedge Funds, Marketing Strategy, Funding, Investor Relations, Bonds, New Business Development, Financial Advisory, Investment Banking, Private Equity, High Net Worth..., Wealth, Financial Markets, Wealth Management..., Bloomberg
Education
CSI Global Education Inc 2013 — 2013
Portfolio Management Techniques-Currently enrolled, Finance, General
CSI Global Education Inc. 2013 — 2013
Investment Management Techniques, Finance, Pass
CSI Global Education 2009 — 2010
Canadian Securities Course, Finance
Second City Training Centre 2009 — 2010
Conservatory Program, Improv and Sketch Comedy
York University 2008 — 2008
Broadcast Journalism, Television and Radio
McGill University 2001 — 2005
Bachelor of Arts (B.A.), Political Science, Business, and Theater Studies
Leaside Highschool 1997 — 1999
Highschool, Political Economy, 11-OAC
Loretto Abbey Highschool 1995 — 1997
Highschool, General Studies, 9 & 10
Blessed Sacrament 1991 — 1994
Elementary School, student
Alex Farjo Alex Farjo's BMO Nesbitt Burns Experience 1999 - 2006
Job Executive Director Institutional Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Bear Stearns 2006 - 2008
BMO Nesbitt Burns 1999 - 2006
Skills
Equities, Alternative Investments, Investment Strategies, Series 7, Mutual Funds, Asset Allocation, Trading, Series 63, Wealth Management
Education
McGill University 1995 — 1999
Upper Canada College 1990 — 1995
Morgan Stanley 2008 - Present
Bear Stearns 2006 - 2008
BMO Nesbitt Burns 1999 - 2006
Skills
Equities, Alternative Investments, Investment Strategies, Series 7, Mutual Funds, Asset Allocation, Trading, Series 63, Wealth Management
Education
McGill University 1995 — 1999
Upper Canada College 1990 — 1995
Robert Walford's BMO Nesbitt Burns Experience 1995 - 2002
Job Real Estate Executive
Industry Real Estate
Experience
Ontario Lottery and Gaming Corporation 2008 - Present
Shoppers Drug Mart 2007 - 2008
McDonald's 2006 - 2007
Smart Centres ( formerly First Pro ) 2004 - 2006
Ontario Realty Corp (now Infrastructure Ontario) 2002 - 2004
BMO Nesbitt Burns 1995 - 2002
Bank of Montreal 1987 - 1995
National Capitol Commission 1986 - 1987
Qualico Developments 1981 - 1986
Education
University of Manitoba
MBA, Marketing & Finance
University of Nevada-Reno 2010 — 2010
Executive Development Program, Gaming, Gold Medal
University of Manitoba
MCP, City Planning
University of Manitoba
BES, Environmental Studies (Architecture)
McGill University
DCS, Diploma of Collegial Studies (Physical Sciences)
Ontario Lottery and Gaming Corporation 2008 - Present
Shoppers Drug Mart 2007 - 2008
McDonald's 2006 - 2007
Smart Centres ( formerly First Pro ) 2004 - 2006
Ontario Realty Corp (now Infrastructure Ontario) 2002 - 2004
BMO Nesbitt Burns 1995 - 2002
Bank of Montreal 1987 - 1995
National Capitol Commission 1986 - 1987
Qualico Developments 1981 - 1986
Education
University of Manitoba
MBA, Marketing & Finance
University of Nevada-Reno 2010 — 2010
Executive Development Program, Gaming, Gold Medal
University of Manitoba
MCP, City Planning
University of Manitoba
BES, Environmental Studies (Architecture)
McGill University
DCS, Diploma of Collegial Studies (Physical Sciences)
J. Kerry Young's BMO Nesbitt Burns Experience January 2002 - January 2004
Job J.D. Candidate, Osgoode Hall Law School, Producer, Business Affairs Manager.
Industry Entertainment
Experience
Canadian Film Centre 2012 - August 2015
Spruce Street Pictures Inc 2006 - February 2012
"Picture Day" - Telefilm Independent Feature Film October 2011 - November 2011
RUBY SKYE P.I. July 2010 - July 2011
BMO Nesbitt Burns January 2002 - January 2004
BMO Nesbitt Burns January 1999 - January 2002
BMO Capital Markets January 1994 - January 1999
BMO Capital Markets January 1992 - January 1994
Skills
Television, Film Production, Film, Video Production, Feature Films, Short Films, New Media, Media Production, Digital Media, Production Managment, Banking, Capital Markets, Manage Client..., Commercial Banking, Loans, Relationship Management, Content Strategy, Commercial Lending
Education
McGill University 1985 — 1989
BA, Film & Communication
Canadian Film Centre 2006 — 2007
Producer's Lab
CEGEP de L'Outaouais - Heritage Campus 1983 — 1985
Diplome d'Etudes Collegiales, Arts & Letters
York University - Osgoode Hall Law School
Juris Doctor (J.D.)
Canadian Film Centre 2012 - August 2015
Spruce Street Pictures Inc 2006 - February 2012
"Picture Day" - Telefilm Independent Feature Film October 2011 - November 2011
RUBY SKYE P.I. July 2010 - July 2011
BMO Nesbitt Burns January 2002 - January 2004
BMO Nesbitt Burns January 1999 - January 2002
BMO Capital Markets January 1994 - January 1999
BMO Capital Markets January 1992 - January 1994
Skills
Television, Film Production, Film, Video Production, Feature Films, Short Films, New Media, Media Production, Digital Media, Production Managment, Banking, Capital Markets, Manage Client..., Commercial Banking, Loans, Relationship Management, Content Strategy, Commercial Lending
Education
McGill University 1985 — 1989
BA, Film & Communication
Canadian Film Centre 2006 — 2007
Producer's Lab
CEGEP de L'Outaouais - Heritage Campus 1983 — 1985
Diplome d'Etudes Collegiales, Arts & Letters
York University - Osgoode Hall Law School
Juris Doctor (J.D.)
Paul Danesi, CIM Paul Danesi, CIM's BMO Nesbitt Burns Experience November 2013 - Present
Job Investment Advisor
Industry Investment Management
Experience
BMO Nesbitt Burns November 2013 - Present
ScotiaMcLeod 2004 - 2012
ScotiaMcLeod 1998 - 2004
Scotiabank Global Banking and Markets 1995 - 1998
ScotiaMcLeod 1992 - 1995
Skills
Investment Strategies, Wealth Management, Investment Advisory, Investments, Equities, ETFs, Bloomberg, Equity Research, Capital Markets, Investment Management, Trading, Financial Markets, Risk Management, Financial Advisory, Mutual Funds, Finance, Asset Allocation, Alternative Investments
Education
Laurentian University/Université Laurentienne
Bachelor of Arts (B.A.)
BMO Nesbitt Burns November 2013 - Present
ScotiaMcLeod 2004 - 2012
ScotiaMcLeod 1998 - 2004
Scotiabank Global Banking and Markets 1995 - 1998
ScotiaMcLeod 1992 - 1995
Skills
Investment Strategies, Wealth Management, Investment Advisory, Investments, Equities, ETFs, Bloomberg, Equity Research, Capital Markets, Investment Management, Trading, Financial Markets, Risk Management, Financial Advisory, Mutual Funds, Finance, Asset Allocation, Alternative Investments
Education
Laurentian University/Université Laurentienne
Bachelor of Arts (B.A.)
denyse chicoyne denyse chicoyne's BMO Nesbitt Burns Experience October 1991 - June 2003
Job Director at Industrielle Alliance
Industry Financial Services
Experience
Industrielle Alliance May 2014 - Present
TMX Group May 2008 - Present
Richelieu Hardware Ltd April 2005 - Present
DK Income Corporation March 2009 - May 2014
Canada Post Corporation May 2005 - January 2012
Montreal Exchange April 2004 - May 2008
BMO Nesbitt Burns October 1991 - June 2003
McNeil Mantha 1987 - 1991
Caisse de dépôt et placement du Québec April 1982 - September 1986
Skills
Strategic Planning, Financial Analysis, Financial Reporting, Finance, Investments, Business Strategy, Corporate Finance, Financial Modeling, Equities, Bloomberg, Portfolio Management, Capital Markets, Equity Research, Change Management, Financial Services, Management Consulting, Valuation, Venture Capital, Mergers & Acquisitions, Hedge Funds, Financial Risk, Risk Management, Operations Management, Negotiation, Business Planning, Budgets, Securities, Banking, Analysis, Strategy, Private Equity, New Business Development, Governance, Management, Investment Strategies, Mutual Funds, Executive Management, Fixed Income, Financial Advisory, Audit Committee, Board of Directors, Derivatives, Investment Banking, Trading, Corporate Governance, Financial Markets, Due Diligence, Business Development, Asset Management, Wealth Management
Education
Rotman School of Management 2012 — 2012
Governance and Board Effectiveness for pension and long horizon investment institutions
CFA institute 1983 — 1986
Master of Business Administration (M.B.A.), Investment
McGill University 1979 — 1981
MBA, Finance and International
Montreal University 1972 — 1975
Bachelor's degree
Industrielle Alliance May 2014 - Present
TMX Group May 2008 - Present
Richelieu Hardware Ltd April 2005 - Present
DK Income Corporation March 2009 - May 2014
Canada Post Corporation May 2005 - January 2012
Montreal Exchange April 2004 - May 2008
BMO Nesbitt Burns October 1991 - June 2003
McNeil Mantha 1987 - 1991
Caisse de dépôt et placement du Québec April 1982 - September 1986
Skills
Strategic Planning, Financial Analysis, Financial Reporting, Finance, Investments, Business Strategy, Corporate Finance, Financial Modeling, Equities, Bloomberg, Portfolio Management, Capital Markets, Equity Research, Change Management, Financial Services, Management Consulting, Valuation, Venture Capital, Mergers & Acquisitions, Hedge Funds, Financial Risk, Risk Management, Operations Management, Negotiation, Business Planning, Budgets, Securities, Banking, Analysis, Strategy, Private Equity, New Business Development, Governance, Management, Investment Strategies, Mutual Funds, Executive Management, Fixed Income, Financial Advisory, Audit Committee, Board of Directors, Derivatives, Investment Banking, Trading, Corporate Governance, Financial Markets, Due Diligence, Business Development, Asset Management, Wealth Management
Education
Rotman School of Management 2012 — 2012
Governance and Board Effectiveness for pension and long horizon investment institutions
CFA institute 1983 — 1986
Master of Business Administration (M.B.A.), Investment
McGill University 1979 — 1981
MBA, Finance and International
Montreal University 1972 — 1975
Bachelor's degree
Peter A. Aziz Peter A. Aziz's BMO Nesbitt Burns Experience 1999 - Present
Job Wealth Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns 1999 - Present
TKO Originals Ltd. 1979 - 1998
Skills
Wealth Management, Retirement Planning, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Retirement, Wealth, Financial Advisory
Education
McGill University 1976 — 1979
Bachelor of Commerce, Marketing and Entrepreneurship
BMO Nesbitt Burns 1999 - Present
TKO Originals Ltd. 1979 - 1998
Skills
Wealth Management, Retirement Planning, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Retirement, Wealth, Financial Advisory
Education
McGill University 1976 — 1979
Bachelor of Commerce, Marketing and Entrepreneurship
Latchmin Gangapersaud Latchmin Gangapersaud's BMO Nesbitt Burns Experience November 2000 - October 2003
Job Advisor, Outsourcing and Supplier Risk at Bank of Montreal
Industry Banking
Experience
Bank of Montreal July 2014 - Present
Bank of Montreal March 2009 - July 2014
Bank of Montreal November 2003 - March 2009
BMO Nesbitt Burns November 2000 - October 2003
Education
Humber College 1999 — 2000
Computer Science
University of Toronto
Risk Management
Bank of Montreal July 2014 - Present
Bank of Montreal March 2009 - July 2014
Bank of Montreal November 2003 - March 2009
BMO Nesbitt Burns November 2000 - October 2003
Education
Humber College 1999 — 2000
Computer Science
University of Toronto
Risk Management
David Mudge David Mudge's BMO Nesbitt Burns Experience September 2010 - June 2015
Job Investment Advisor
Industry Financial Services
Experience
CIBC Wood Gundy June 2015 - Present
Bell Media July 2009 - Present
BMO Nesbitt Burns September 2010 - June 2015
Montreal Alouettes July 2005 - November 2008
Winnipeg Blue Bombers September 2000 - July 2005
Royal LePage Stevenson Commercial Real Estate 2000 - 2003
Skills
Public Speaking, Event Management, Coaching, Business Strategy, Social Media, Negotiation, Research, Advertising, Marketing, Business Development, Customer Service, Team Building, Broadcast, Investment Management, Portfolio Management, Finance, Wealth Management, Financial Analysis, Investments, Sports, Time Management, Sales, Leadership, Social Media Marketing, Investment Strategies
Education
McGill University 2007 — 2009
MBA, Finance
Michigan State University 1993 — 1996
BSc, Kinesiology
CIBC Wood Gundy June 2015 - Present
Bell Media July 2009 - Present
BMO Nesbitt Burns September 2010 - June 2015
Montreal Alouettes July 2005 - November 2008
Winnipeg Blue Bombers September 2000 - July 2005
Royal LePage Stevenson Commercial Real Estate 2000 - 2003
Skills
Public Speaking, Event Management, Coaching, Business Strategy, Social Media, Negotiation, Research, Advertising, Marketing, Business Development, Customer Service, Team Building, Broadcast, Investment Management, Portfolio Management, Finance, Wealth Management, Financial Analysis, Investments, Sports, Time Management, Sales, Leadership, Social Media Marketing, Investment Strategies
Education
McGill University 2007 — 2009
MBA, Finance
Michigan State University 1993 — 1996
BSc, Kinesiology
Nicola Elkins Nicola Elkins's BMO Nesbitt Burns Experience 2006 - 2008
Job Chief Executive Officer at Benefaction Foundation
Industry Nonprofit Organization Management
Experience
Benefaction Foundation June 2008 - Present
BMO Nesbitt Burns 2006 - 2008
Russell Investment Group January 2006 - July 2006
First Asset Advisory Services 2003 - 2006
Fidelity Investments September 1992 - October 2002
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., Economics
McGill University 1982 — 1985
BA, English
CAGP Advanced Gift Planning Course
Benefaction Foundation June 2008 - Present
BMO Nesbitt Burns 2006 - 2008
Russell Investment Group January 2006 - July 2006
First Asset Advisory Services 2003 - 2006
Fidelity Investments September 1992 - October 2002
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., Economics
McGill University 1982 — 1985
BA, English
CAGP Advanced Gift Planning Course
Adam Greenspoon Adam Greenspoon's BMO Nesbitt Burns Experience February 2003 - April 2005
Job Project professional with extensive Operations experience in Financial Services and the Energy sector.
Industry Oil & Energy
Experience
Enbridge Gas Distribution January 2011 - Present
BMO Financial Group January 2009 - January 2011
BMO Bank of Montreal April 2005 - January 2009
BMO Nesbitt Burns February 2003 - April 2005
BMO Nesbitt Burns 1998 - 2003
Bell Canada 1997 - 1998
Sun Life Financial 1995 - 1997
Skills
Financial Services
Education
York University - Schulich School of Business 1992 — 1994
IMBA, International Business, Western Europe
McGill University 1988 — 1992
BCom, Marketing and International Business
Enbridge Gas Distribution January 2011 - Present
BMO Financial Group January 2009 - January 2011
BMO Bank of Montreal April 2005 - January 2009
BMO Nesbitt Burns February 2003 - April 2005
BMO Nesbitt Burns 1998 - 2003
Bell Canada 1997 - 1998
Sun Life Financial 1995 - 1997
Skills
Financial Services
Education
York University - Schulich School of Business 1992 — 1994
IMBA, International Business, Western Europe
McGill University 1988 — 1992
BCom, Marketing and International Business
Celestine Nema Celestine Nema's BMO Nesbitt Burns Experience November 2011 - August 2012
Job B.Sc. Graduate and Postgraduate student at Humber College seeking an Entry Level position in the Public Sector or NGO
Industry Public Policy
Experience
In-Sync Consumer Insight Corp August 2013 - August 2014
African Students Association at the University of Toronto May 2012 - May 2013
The Cash Store February 2012 - November 2012
BMO Nesbitt Burns November 2011 - August 2012
Cash Money Cheque Cashing July 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Time Management, Event Planning, Event Management, Public Relations, Data Analysis, Leadership
Education
Humber College 2014 — 2015
Graduate Certificate, Public Administration
University of Toronto 2008 — 2013
Bachelor of Science (B.Sc.), Health and Disease, Biology and Psychology
In-Sync Consumer Insight Corp August 2013 - August 2014
African Students Association at the University of Toronto May 2012 - May 2013
The Cash Store February 2012 - November 2012
BMO Nesbitt Burns November 2011 - August 2012
Cash Money Cheque Cashing July 2009 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Time Management, Event Planning, Event Management, Public Relations, Data Analysis, Leadership
Education
Humber College 2014 — 2015
Graduate Certificate, Public Administration
University of Toronto 2008 — 2013
Bachelor of Science (B.Sc.), Health and Disease, Biology and Psychology
Grant Patterson Grant Patterson's BMO Nesbitt Burns Experience May 1998 - May 2000
Job Vice President Compliance at NEI Investments
Industry Investment Management
Experience
NEI Investments March 2014 - Present
Excel Funds Management Inc. September 2011 - March 2014
Excel Funds Management Inc. 2011 - 2011
McLean Budden May 2005 - December 2010
McLean Budden May 2000 - December 2010
BMO Nesbitt Burns May 1998 - May 2000
Skills
Mutual Funds, Securities, Investment Management, Equities, Trading, Due Diligence, Strategic Planning, AML, Finance, Financial Risk, Investments, Wealth Management, Team Building, Analysis, Financial Services, Fixed Income, Investment Advisory, Asset Management, Investment Strategies, Hedge Funds, Capital Markets, Alternative Investments, Asset Allocation, FINRA, Portfolio Management, Financial Markets, ETFs
Education
Laurentian University/Université Laurentienne 1991 — 1996
Bachelor of Arts
MSS
NEI Investments March 2014 - Present
Excel Funds Management Inc. September 2011 - March 2014
Excel Funds Management Inc. 2011 - 2011
McLean Budden May 2005 - December 2010
McLean Budden May 2000 - December 2010
BMO Nesbitt Burns May 1998 - May 2000
Skills
Mutual Funds, Securities, Investment Management, Equities, Trading, Due Diligence, Strategic Planning, AML, Finance, Financial Risk, Investments, Wealth Management, Team Building, Analysis, Financial Services, Fixed Income, Investment Advisory, Asset Management, Investment Strategies, Hedge Funds, Capital Markets, Alternative Investments, Asset Allocation, FINRA, Portfolio Management, Financial Markets, ETFs
Education
Laurentian University/Université Laurentienne 1991 — 1996
Bachelor of Arts
MSS
Janice Fernandes Janice Fernandes's BMO Nesbitt Burns Experience September 1996 - September 2002
Job Assistant Corporate Secretary at Glencore Canada
Industry Mining & Metals
Experience
Glencore plc September 2006 - Present
Falconbridge (prev. Xstrata, now Glencore) April 2005 - August 2006
Ogilvy Renault (now Norton Rose) October 2002 - March 2005
BMO Nesbitt Burns September 1996 - September 2002
Skills
Corporate Governance, Corporate Law, Due Diligence, Policy Writing, Policy, Mergers & Acquisitions, Joint Ventures, Legal Compliance, Governance, Mining, Tax, securities law, Legal Writing
Education
Humber College
Law Clerk, Corporate, Securities
University of Mumbai
BComm, Accounting, Honours
Glencore plc September 2006 - Present
Falconbridge (prev. Xstrata, now Glencore) April 2005 - August 2006
Ogilvy Renault (now Norton Rose) October 2002 - March 2005
BMO Nesbitt Burns September 1996 - September 2002
Skills
Corporate Governance, Corporate Law, Due Diligence, Policy Writing, Policy, Mergers & Acquisitions, Joint Ventures, Legal Compliance, Governance, Mining, Tax, securities law, Legal Writing
Education
Humber College
Law Clerk, Corporate, Securities
University of Mumbai
BComm, Accounting, Honours
Trevor Roberts Trevor Roberts's BMO Nesbitt Burns Experience January 2001 - May 2002
Job CoPresident, Cinematographer, Photographer at Custom Concept Photography + Cinema
Industry Photography
Experience
Custom Concept Photography + Cinema March 2007 - Present
Trish Roberts Photography 2000 - Present
BMO Nesbitt Burns January 2001 - May 2002
Ingersoll Oxford Realty Inc. May 1996 - May 2001
Skills
Wedding Photography, Commercial Photography, Social Media Marketing, Digital Photography, Photography, Video Production, Video, Video Editing, Final Cut Pro, Creative Direction, Film, Documentaries, Videography, Camera, Image Editing, Event Management
Education
Laurentian University/Université Laurentienne 1990 — 1994
Honours BCOMM, Bachelor of Commerce
Ingersoll District Collegiate Institute 1986 — 1990
OSSD
Custom Concept Photography + Cinema March 2007 - Present
Trish Roberts Photography 2000 - Present
BMO Nesbitt Burns January 2001 - May 2002
Ingersoll Oxford Realty Inc. May 1996 - May 2001
Skills
Wedding Photography, Commercial Photography, Social Media Marketing, Digital Photography, Photography, Video Production, Video, Video Editing, Final Cut Pro, Creative Direction, Film, Documentaries, Videography, Camera, Image Editing, Event Management
Education
Laurentian University/Université Laurentienne 1990 — 1994
Honours BCOMM, Bachelor of Commerce
Ingersoll District Collegiate Institute 1986 — 1990
OSSD
Katie Crossley's BMO Nesbitt Burns Experience July 2013 - Present
Job Product Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns July 2013 - Present
BMO Nesbitt Burns November 2012 - July 2013
BMO Nesbitt Burns November 2010 - November 2012
BMO Nesbitt Burns August 2009 - November 2010
Skills
Program Management, Project Management, Cross-functional Team..., Sales, Finance, Critical Thinking, Microsoft Excel, Employee Training, B2B, Wealth Management, Mutual Funds, Marketing Strategy, Research, Strategic Planning, Business Strategy, Event Planning, Relationship Management, Product Management, Strategy, Event Management
Education
McGill University 2004 — 2008
Bachelor of Arts
Havergal College 2000 — 2004
BMO Nesbitt Burns July 2013 - Present
BMO Nesbitt Burns November 2012 - July 2013
BMO Nesbitt Burns November 2010 - November 2012
BMO Nesbitt Burns August 2009 - November 2010
Skills
Program Management, Project Management, Cross-functional Team..., Sales, Finance, Critical Thinking, Microsoft Excel, Employee Training, B2B, Wealth Management, Mutual Funds, Marketing Strategy, Research, Strategic Planning, Business Strategy, Event Planning, Relationship Management, Product Management, Strategy, Event Management
Education
McGill University 2004 — 2008
Bachelor of Arts
Havergal College 2000 — 2004
Jennifer Morrison, CFP, TEP Jennifer Morrison, CFP, TEP's BMO Nesbitt Burns Experience May 2014 - Present
Job Wealth Management Consultant at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2014 - Present
Fanshawe College September 2012 - April 2014
Zavitz Insurance Inc. 2009 - April 2014
MD Management 2000 - 2004
TDCanadaTrust January 1997 - January 2000
Skills
Estate Planning, Retirement Planning, Planned Giving, Financial Planning, Insurance, Strategic Financial..., Wealth Management, Financial Services, Critical Illness, Financial Advisory, Retirement, Investments, Investment Advisory, Disability Insurance, Finance, Financial Planners, Portfolio Management
Education
McMaster University 1991 — 1996
Honours BA, Psychology/Economics
Oakridge SS
BMO Nesbitt Burns May 2014 - Present
Fanshawe College September 2012 - April 2014
Zavitz Insurance Inc. 2009 - April 2014
MD Management 2000 - 2004
TDCanadaTrust January 1997 - January 2000
Skills
Estate Planning, Retirement Planning, Planned Giving, Financial Planning, Insurance, Strategic Financial..., Wealth Management, Financial Services, Critical Illness, Financial Advisory, Retirement, Investments, Investment Advisory, Disability Insurance, Finance, Financial Planners, Portfolio Management
Education
McMaster University 1991 — 1996
Honours BA, Psychology/Economics
Oakridge SS
Neal Brandon Neal Brandon's BMO Nesbitt Burns Experience 1999 - 2004
Job Senior Analyst at TD Wealth Management
Industry Investment Management
Experience
TD Wealth Management October 2010 - Present
Morningstar Research Inc. 2009 - 2010
Schroder Investment Management 2007 - 2009
Goldman Sachs Asset Management International 2006 - 2007
BMO Nesbitt Burns 1999 - 2004
Education
CFA Institute
Level 3 Candidate
Huron University College
B.A., Economics
TD Wealth Management October 2010 - Present
Morningstar Research Inc. 2009 - 2010
Schroder Investment Management 2007 - 2009
Goldman Sachs Asset Management International 2006 - 2007
BMO Nesbitt Burns 1999 - 2004
Education
CFA Institute
Level 3 Candidate
Huron University College
B.A., Economics
Eric Graveline Eric Graveline's BMO Nesbitt Burns Experience February 1992 - February 1995
Job Managing Director DEK Investments LLC
Industry Investment Management
Experience
DEK Investments LLC January 2007 - Present
DEK Aviation Inc. January 2007 - Present
GURU Beverage Co. January 1999 - Present
Citigroup Risk Brokers Inc. January 2006 - April 2007
Citigroup Global Markets Inc. 1994 - 2007
Citibank Canada September 2000 - June 2004
BMO Nesbitt Burns February 1992 - February 1995
Skills
Capital Markets, Derivatives, Corporate Finance, Fixed Income, Private Equity, Alternative Investments, Hedge Funds, Equities, Investment Banking, Investment Strategies, Portfolio Management, Financial Structuring
Education
McGill University 1985 — 1988
B. Comm., Business
College Brebeuf 1983 — 1985
D.E.C., Collegiate Studies Diploma
DEK Investments LLC January 2007 - Present
DEK Aviation Inc. January 2007 - Present
GURU Beverage Co. January 1999 - Present
Citigroup Risk Brokers Inc. January 2006 - April 2007
Citigroup Global Markets Inc. 1994 - 2007
Citibank Canada September 2000 - June 2004
BMO Nesbitt Burns February 1992 - February 1995
Skills
Capital Markets, Derivatives, Corporate Finance, Fixed Income, Private Equity, Alternative Investments, Hedge Funds, Equities, Investment Banking, Investment Strategies, Portfolio Management, Financial Structuring
Education
McGill University 1985 — 1988
B. Comm., Business
College Brebeuf 1983 — 1985
D.E.C., Collegiate Studies Diploma
Patrick Osborn Patrick Osborn's BMO Nesbitt Burns Experience August 2010 - Present
Job at BMO Bank of Montreal
Industry Banking
Experience
BMO Nesbitt Burns August 2010 - Present
BMO Bank of Montreal March 2010 - August 2010
ECC March 2008 - November 2009
Xerox April 2007 - March 2008
Skills
Sales Presentations, Cold Calling, Customer Relations
Education
McMaster University 2003 — 2007
Honours Commerce, Marketing/Sales
BMO Nesbitt Burns August 2010 - Present
BMO Bank of Montreal March 2010 - August 2010
ECC March 2008 - November 2009
Xerox April 2007 - March 2008
Skills
Sales Presentations, Cold Calling, Customer Relations
Education
McMaster University 2003 — 2007
Honours Commerce, Marketing/Sales
Baur Kalibek Baur Kalibek's BMO Nesbitt Burns Experience April 2012 - September 2013
Job Sole Proprietor Investor, Business Developer
Industry Financial Services
Experience
Baur Kalibek Assosiates March 2014 - Present
RBC Royal Bank October 2013 - March 2014
BMO Nesbitt Burns April 2012 - September 2013
Investors Group November 2010 - April 2012
Cash Inc February 2005 - June 2009
Assistant November 2008 - May 2009
Kalibek March 2007 - September 2008
El-Al Electronics Ltd November 2004 - November 2006
Broker April 2001 - May 2004
TEMIRBANK Kazakhstan August 1999 - March 2001
Skills
Market Research, Management, Banking, Team Management, Portfolio Management, Analysis, Finance, Internal Audit, Financial Analysis, Retirement Planning, Strategic Financial..., Strategy, Wealth Management, Investments, Corporate Finance, Mergers & Acquisitions, Credit, Business Planning, Managerial Finance, Accounting, Financial Planning
Education
Humber College 2008 — 2009
Kazakh Economic University 1998 — 2000
Bachelor Degree, International Economics
Kazakh National Technical University 1989 — 1995
B.A. Eng,., Mechanical Engineering
Canadian Securities Institute
Securities, Wealth Management, Financinal Planning, Derivatives and Options
Baur Kalibek Assosiates March 2014 - Present
RBC Royal Bank October 2013 - March 2014
BMO Nesbitt Burns April 2012 - September 2013
Investors Group November 2010 - April 2012
Cash Inc February 2005 - June 2009
Assistant November 2008 - May 2009
Kalibek March 2007 - September 2008
El-Al Electronics Ltd November 2004 - November 2006
Broker April 2001 - May 2004
TEMIRBANK Kazakhstan August 1999 - March 2001
Skills
Market Research, Management, Banking, Team Management, Portfolio Management, Analysis, Finance, Internal Audit, Financial Analysis, Retirement Planning, Strategic Financial..., Strategy, Wealth Management, Investments, Corporate Finance, Mergers & Acquisitions, Credit, Business Planning, Managerial Finance, Accounting, Financial Planning
Education
Humber College 2008 — 2009
Kazakh Economic University 1998 — 2000
Bachelor Degree, International Economics
Kazakh National Technical University 1989 — 1995
B.A. Eng,., Mechanical Engineering
Canadian Securities Institute
Securities, Wealth Management, Financinal Planning, Derivatives and Options
John Duke, CIM APM FCSI John Duke, CIM APM FCSI's BMO Nesbitt Burns Experience May 1996 - May 2010
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities May 2010 - Present
BMO Nesbitt Burns May 1996 - May 2010
Skills
Asset Allocation, Asset Management, Business Analysis, Capital Markets, ETFs, Equities, Financial Advisory, Financial Planning, Financial Risk, Investment Advisory, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Wealth Management
Education
Huron University College 1985 — 1989
BA, History
RBC Dominion Securities May 2010 - Present
BMO Nesbitt Burns May 1996 - May 2010
Skills
Asset Allocation, Asset Management, Business Analysis, Capital Markets, ETFs, Equities, Financial Advisory, Financial Planning, Financial Risk, Investment Advisory, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Wealth Management
Education
Huron University College 1985 — 1989
BA, History
Rusty Baillie's BMO Nesbitt Burns Experience May 1994 - November 1994
Job Growthoriented chief executive
Industry Nonprofit Organization Management
Experience
Oakville Community Foundation 2004 - Present
The Furniture Exchange Inc. April 1996 - June 2004
Edgecombe Group Inc. April 1995 - September 1995
BMO Nesbitt Burns May 1994 - November 1994
Royal LePage November 1983 - April 1994
Office of the Premier April 1978 - February 1979
Progressive Conservative Party of Ontario September 1977 - March 1978
Education
Huron University College 1966 — 1969
B.A., Economics, business
Oakville Community Foundation 2004 - Present
The Furniture Exchange Inc. April 1996 - June 2004
Edgecombe Group Inc. April 1995 - September 1995
BMO Nesbitt Burns May 1994 - November 1994
Royal LePage November 1983 - April 1994
Office of the Premier April 1978 - February 1979
Progressive Conservative Party of Ontario September 1977 - March 1978
Education
Huron University College 1966 — 1969
B.A., Economics, business
Heather McGeorge, JD, LL.M (Tax), CA, CPA (IL) Heather McGeorge, JD, LL.M (Tax), CA, CPA (IL)'s BMO Nesbitt Burns Experience January 2014 - November 2014
Job McGeorge Tax and Estate Professional Corporation
Industry Financial Services
Experience
McGeorge Tax and Estate Law Professional Corporation November 2014 - Present
OBA Tax Law Section 2010 - Present
BMO Nesbitt Burns January 2014 - November 2014
Waterstreet Family Offices April 2011 - October 2013
LoPresti Law May 2009 - July 2010
Fitzsimmons & Company July 2008 - May 2009
Ernst & Young LLP October 1994 - September 2004
Skills
International Tax, Tax Law, Tax, Income Tax, Corporate Tax, Expatriate Tax, Accounting, Estate Planning, Corporate Finance, IFRS, Due Diligence, Financial Reporting, High Net Worth..., Risk Management, Trusts, Investments
Education
York University - Osgoode Hall Law School 2011 — 2013
Master of Laws (Taxation Law), Tax, A
University of Ottawa / Université d'Ottawa 2005 — 2008
Doctor of Law (J.D.), Law
Chartered Accountant 1993 — 1993
C.A., Accounting/Tax
The University of Western Ontario - Huron University College
Bachelor of Arts (BA), Economics
McGeorge Tax and Estate Law Professional Corporation November 2014 - Present
OBA Tax Law Section 2010 - Present
BMO Nesbitt Burns January 2014 - November 2014
Waterstreet Family Offices April 2011 - October 2013
LoPresti Law May 2009 - July 2010
Fitzsimmons & Company July 2008 - May 2009
Ernst & Young LLP October 1994 - September 2004
Skills
International Tax, Tax Law, Tax, Income Tax, Corporate Tax, Expatriate Tax, Accounting, Estate Planning, Corporate Finance, IFRS, Due Diligence, Financial Reporting, High Net Worth..., Risk Management, Trusts, Investments
Education
York University - Osgoode Hall Law School 2011 — 2013
Master of Laws (Taxation Law), Tax, A
University of Ottawa / Université d'Ottawa 2005 — 2008
Doctor of Law (J.D.), Law
Chartered Accountant 1993 — 1993
C.A., Accounting/Tax
The University of Western Ontario - Huron University College
Bachelor of Arts (BA), Economics
Peter Hanson, MBA Peter Hanson, MBA's BMO Nesbitt Burns Experience June 1996 - April 2006
Job Experienced Financial Services Leader, Consultant & Educator
Industry Financial Services
Experience
PH Consulting Services June 2009 - Present
CSI Global Education, Inc. July 2011 - January 2012
BMO Financial Group May 2006 - September 2008
BMO Nesbitt Burns June 1996 - April 2006
MMI Group Inc. June 1994 - May 1996
MD Management Limited June 1989 - May 1994
Mutual Financial Planning Limited June 1986 - May 1989
Royal Trust September 1985 - May 1986
Skills
Financial Analysis, Investments, Private Wealth..., Wealth Management, Financial Advisory, Financial Planning, Product Management, Team Leadership, Team Management, Cross-functional Team..., Software Project..., Business Strategy, Strategic Planning, Strategy Development, Regulatory Affairs, Retirement, Teaching/mentoring, Education Management, Strategic Financial..., Strategy, Relationship Management, Financial Services, Securities, Asset Management, Banking, Finance, Wealth, Estate Planning, Capital Markets, Financial Markets, Business Analysis, Insurance, Leadership, Business Development, Analysis, Management
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
MBA, Business Management
Wilfrid Laurier University
Diploma, Business Administration
University of Waterloo
B.E.S., Environmental Studies
PH Consulting Services June 2009 - Present
CSI Global Education, Inc. July 2011 - January 2012
BMO Financial Group May 2006 - September 2008
BMO Nesbitt Burns June 1996 - April 2006
MMI Group Inc. June 1994 - May 1996
MD Management Limited June 1989 - May 1994
Mutual Financial Planning Limited June 1986 - May 1989
Royal Trust September 1985 - May 1986
Skills
Financial Analysis, Investments, Private Wealth..., Wealth Management, Financial Advisory, Financial Planning, Product Management, Team Leadership, Team Management, Cross-functional Team..., Software Project..., Business Strategy, Strategic Planning, Strategy Development, Regulatory Affairs, Retirement, Teaching/mentoring, Education Management, Strategic Financial..., Strategy, Relationship Management, Financial Services, Securities, Asset Management, Banking, Finance, Wealth, Estate Planning, Capital Markets, Financial Markets, Business Analysis, Insurance, Leadership, Business Development, Analysis, Management
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
MBA, Business Management
Wilfrid Laurier University
Diploma, Business Administration
University of Waterloo
B.E.S., Environmental Studies
Marc Rubino's BMO Nesbitt Burns Experience September 2015 - Present
Job BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns September 2015 - Present
TD April 2015 - Present
TD May 2014 - April 2015
BMO Nesbitt Burns May 2012 - August 2012
TD Bank Group May 2011 - August 2011
Skills
Microsoft Word, Portfolio Management, Time Management, Sales, Financial Services, Securities, Mutual Funds, Financial Analysis, Investments, Financial Advisory, Retirement, Public Speaking, Microsoft Office
Education
Lake Forest College 2009 — 2013
BA, Finance
BMO Nesbitt Burns September 2015 - Present
TD April 2015 - Present
TD May 2014 - April 2015
BMO Nesbitt Burns May 2012 - August 2012
TD Bank Group May 2011 - August 2011
Skills
Microsoft Word, Portfolio Management, Time Management, Sales, Financial Services, Securities, Mutual Funds, Financial Analysis, Investments, Financial Advisory, Retirement, Public Speaking, Microsoft Office
Education
Lake Forest College 2009 — 2013
BA, Finance
Ravi Adayapalam's BMO Nesbitt Burns Experience 2001 - 2005
Job Business Analyst/ Accountant/ Team Lead currently exploring new opportunities in training and development
Industry Professional Training & Coaching
Experience
BMO Financial Group October 2007 - July 2015
Bank of Montreal September 2005 - October 2007
BMO Nesbitt Burns 2001 - 2005
Skills
Learning Management, Blended Learning, Leadership Development, Change Management, Talent Identification..., Accounting and Finance, Reporting,...
Education
University of Toronto - Ontario Institute for Studies in Education 2010 — 2011
Certification in Adult Training, Workforce Development and Training
Madurai Kamaraj University
Master of Commerce (M.Com.), Accounting and Finance
University of Madras 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting and Finance
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices Handbook Course & Derivatives Fundamentals Course
BMO Financial Group October 2007 - July 2015
Bank of Montreal September 2005 - October 2007
BMO Nesbitt Burns 2001 - 2005
Skills
Learning Management, Blended Learning, Leadership Development, Change Management, Talent Identification..., Accounting and Finance, Reporting,...
Education
University of Toronto - Ontario Institute for Studies in Education 2010 — 2011
Certification in Adult Training, Workforce Development and Training
Madurai Kamaraj University
Master of Commerce (M.Com.), Accounting and Finance
University of Madras 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting and Finance
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices Handbook Course & Derivatives Fundamentals Course
Aaron Cann Bsc. CIM Aaron Cann Bsc. CIM's BMO Nesbitt Burns Experience April 2010 - September 2011
Job Regional Vice President & Portfolio Manager Western Canada at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel December 2013 - Present
TD Waterhouse September 2011 - December 2013
BMO Nesbitt Burns April 2010 - September 2011
BMO Nesbitt Burns Kelowna November 2009 - April 2010
CIBC Asset Management February 2008 - July 2009
AIC Ltd April 2003 - January 2008
Skills
Investment Advisory, Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Portfolio Management
Education
McMaster University 1997 — 2001
Bsc., Biology
Investment Planning Counsel December 2013 - Present
TD Waterhouse September 2011 - December 2013
BMO Nesbitt Burns April 2010 - September 2011
BMO Nesbitt Burns Kelowna November 2009 - April 2010
CIBC Asset Management February 2008 - July 2009
AIC Ltd April 2003 - January 2008
Skills
Investment Advisory, Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Portfolio Management
Education
McMaster University 1997 — 2001
Bsc., Biology
Steve Springstead Steve Springstead's BMO Nesbitt Burns Experience October 1992 - Present
Job Wealth Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns October 1992 - Present
TD Bank December 1989 - October 1992
Skills
Investments, Estate Planning, Financial Planning, Retirement, Wealth Management, Strategic Financial..., Insurance, Retirement Planning, Financial Planners
Education
McMaster University 1987 — 1989
M.B.A., Finance
BMO Nesbitt Burns October 1992 - Present
TD Bank December 1989 - October 1992
Skills
Investments, Estate Planning, Financial Planning, Retirement, Wealth Management, Strategic Financial..., Insurance, Retirement Planning, Financial Planners
Education
McMaster University 1987 — 1989
M.B.A., Finance
Sarah Zuckermann Sarah Zuckermann's BMO Nesbitt Burns Experience November 2003 - October 2005
Job Senior Corporate Account Executive at Brookfield RPS
Industry Real Estate
Experience
Brookfield RPS October 2007 - Present
Valeurs Mobilières Desjardins November 2005 - October 2007
BMO Nesbitt Burns November 2003 - October 2005
Bank of Montreal January 1997 - October 2003
Skills
Real Estate, Customer Relations, Excel, French, Problem Solving, Microsoft Office, Negotiation, PowerPoint, Microsoft Excel, Customer Service, Management, Selling, Business Development, Leadership, Investments, Account Management, Sales Management, Analysis, Sales, New Business Development, Contract Negotiation, Loans, Strategic Planning
Education
McGill University 2015 — 2017
School of Continuing Education
McGill University 1993 — 1996
BA, Honours economics
Brookfield RPS October 2007 - Present
Valeurs Mobilières Desjardins November 2005 - October 2007
BMO Nesbitt Burns November 2003 - October 2005
Bank of Montreal January 1997 - October 2003
Skills
Real Estate, Customer Relations, Excel, French, Problem Solving, Microsoft Office, Negotiation, PowerPoint, Microsoft Excel, Customer Service, Management, Selling, Business Development, Leadership, Investments, Account Management, Sales Management, Analysis, Sales, New Business Development, Contract Negotiation, Loans, Strategic Planning
Education
McGill University 2015 — 2017
School of Continuing Education
McGill University 1993 — 1996
BA, Honours economics
Alana Pipe's BMO Nesbitt Burns Experience May 2012 - August 2012
Job Editorial Assistant at Seleni Institute
Industry Writing and Editing
Experience
Seleni Institute September 2014 - September 2015
Vivalogue May 2013 - September 2014
BMO Nesbitt Burns May 2012 - August 2012
Voices-Voix May 2011 - August 2011
Skills
Article Writing, Report Writing, Editing, Research, Image Editing, Proofreading, Social Media, Mac Systems, iPhoto, Photoshop, Microsoft Office, Writing, Copywriting, Copy Editing
Education
McGill University 2009 — 2013
Bachelor of Arts (BA), English Literature and Cultural Studies; Minor in Political Science
The University of British Columbia
Seleni Institute September 2014 - September 2015
Vivalogue May 2013 - September 2014
BMO Nesbitt Burns May 2012 - August 2012
Voices-Voix May 2011 - August 2011
Skills
Article Writing, Report Writing, Editing, Research, Image Editing, Proofreading, Social Media, Mac Systems, iPhoto, Photoshop, Microsoft Office, Writing, Copywriting, Copy Editing
Education
McGill University 2009 — 2013
Bachelor of Arts (BA), English Literature and Cultural Studies; Minor in Political Science
The University of British Columbia
Emil Tzonev Emil Tzonev's BMO Nesbitt Burns Experience November 2003 - May 2010
Job Securities Specialist at GreatWest Life / Qtrade Securities
Industry Investment Management
Experience
Great-West Life / Qtrade Securities January 2015 - Present
Fin-XO Securities Inc. June 2010 - January 2015
BMO Nesbitt Burns November 2003 - May 2010
BMO Investor Line October 1997 - April 2003
Skills
Derivatives, Asset Managment, Financial Markets, Investments, Equities, Wealth Management, Financial Analysis, Bloomberg, Asset Management, Trading, Analysis, Portfolio Management, Banking, Corporate Finance, Financial Modeling, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Alternative Investments, Options, Securities, Asset Allocation, Investment Banking, Financial Planning
Education
McGill University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
CFA Institute
Canadian Securities Institute (CSI), Montreal, Quebec:
Great-West Life / Qtrade Securities January 2015 - Present
Fin-XO Securities Inc. June 2010 - January 2015
BMO Nesbitt Burns November 2003 - May 2010
BMO Investor Line October 1997 - April 2003
Skills
Derivatives, Asset Managment, Financial Markets, Investments, Equities, Wealth Management, Financial Analysis, Bloomberg, Asset Management, Trading, Analysis, Portfolio Management, Banking, Corporate Finance, Financial Modeling, Mutual Funds, Strategic Financial..., Investment Strategies, Investment Advisory, Alternative Investments, Options, Securities, Asset Allocation, Investment Banking, Financial Planning
Education
McGill University 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
CFA Institute
Canadian Securities Institute (CSI), Montreal, Quebec:
Alex Strapatsas Alex Strapatsas's BMO Nesbitt Burns Experience 2003 - 2004
Job Senior Portfolio Credit Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2014 - Present
TD Bank March 2010 - May 2014
HSBC Bank Canada January 2005 - March 2010
CIBC Securities Inc. division of CIBC World Markets 2004 - 2004
BMO Nesbitt Burns 2003 - 2004
National Bank of Greece 2001 - 2002
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Credit, Retail Banking, Credit Risk
Education
Canadian Securities Institute
Canadian Securities certification
Canadian Securities Institute
Conduct and Ethical Practices certification
McGill University
Bachelor's degree, Finance Major, Information System (secondary)
Vanier College
College degree (technical 3 years), Computer Science
JPMorgan Chase May 2014 - Present
TD Bank March 2010 - May 2014
HSBC Bank Canada January 2005 - March 2010
CIBC Securities Inc. division of CIBC World Markets 2004 - 2004
BMO Nesbitt Burns 2003 - 2004
National Bank of Greece 2001 - 2002
Skills
Commercial Banking, Commercial Lending, Portfolio Management, Credit, Retail Banking, Credit Risk
Education
Canadian Securities Institute
Canadian Securities certification
Canadian Securities Institute
Conduct and Ethical Practices certification
McGill University
Bachelor's degree, Finance Major, Information System (secondary)
Vanier College
College degree (technical 3 years), Computer Science
Francesca Murray's BMO Nesbitt Burns Experience July 2000 - June 2003
Job PMO Analyst, Business Analyst, Project Manager
Industry Management Consulting
Experience
Make A Change Canada / Faire un Changement Canada (formerly CSSD) 2015 - 2015
ICBC 2009 - 2010
Contech Enterprises Inc January 2009 - August 2009
Accenture November 2007 - June 2008
Quorum. May 2006 - February 2007
TransCanada January 2004 - February 2006
Seitel, Inc. September 2003 - December 2004
BMO Nesbitt Burns July 2000 - June 2003
Globeground Serviceair, formerly Hudson General Aviation 1998 - 2000
Doctors Office, Family Practice September 1994 - April 1998
Skills
Microsoft Office..., Microsoft Office..., Project Management, Project Planning, MS Project, Project Portfolio..., Capital Budgeting, Operating Budgets, Department Budgeting, Budget Reconciliation, Budget Monitoring, PowerPoint, Microsoft Excel, Microsoft Word, Access, Workforce Planning, Workforce Management, SAP, Business Strategy, Business Analysis, Business Process..., Business Process Design, Business Process Mapping, Business Process..., Business Process..., Business Process..., Business Process Testing, Business Process..., Team Building, KPI implementation, KPI Dashboards, KPI Reports, Database Design, Call Center Development, Training Delivery, Business Process, Strategy, Analysis, Change Management, Management, PMO, Team Leadership, Process Improvement, SharePoint, Coaching, Integration, Quality Assurance, Training, Governance, Sourcing
Education
Mount Royal College 2007 — 2008
Certificate, Project Management
Humber College 1998 — 2002
Certificate, Local Area Networking
Humber College 1998 — 2000
Certificate, Customer Service Management
Humber College 1999 — 1999
Certificate, Web/Multimedia Management and Webmaster
Progressive Intercultural Community Services Society (PICS)
Certificate, Business Plan Development & Entrepreneurial Workshops
Make A Change Canada / Faire un Changement Canada (formerly CSSD) 2015 - 2015
ICBC 2009 - 2010
Contech Enterprises Inc January 2009 - August 2009
Accenture November 2007 - June 2008
Quorum. May 2006 - February 2007
TransCanada January 2004 - February 2006
Seitel, Inc. September 2003 - December 2004
BMO Nesbitt Burns July 2000 - June 2003
Globeground Serviceair, formerly Hudson General Aviation 1998 - 2000
Doctors Office, Family Practice September 1994 - April 1998
Skills
Microsoft Office..., Microsoft Office..., Project Management, Project Planning, MS Project, Project Portfolio..., Capital Budgeting, Operating Budgets, Department Budgeting, Budget Reconciliation, Budget Monitoring, PowerPoint, Microsoft Excel, Microsoft Word, Access, Workforce Planning, Workforce Management, SAP, Business Strategy, Business Analysis, Business Process..., Business Process Design, Business Process Mapping, Business Process..., Business Process..., Business Process..., Business Process Testing, Business Process..., Team Building, KPI implementation, KPI Dashboards, KPI Reports, Database Design, Call Center Development, Training Delivery, Business Process, Strategy, Analysis, Change Management, Management, PMO, Team Leadership, Process Improvement, SharePoint, Coaching, Integration, Quality Assurance, Training, Governance, Sourcing
Education
Mount Royal College 2007 — 2008
Certificate, Project Management
Humber College 1998 — 2002
Certificate, Local Area Networking
Humber College 1998 — 2000
Certificate, Customer Service Management
Humber College 1999 — 1999
Certificate, Web/Multimedia Management and Webmaster
Progressive Intercultural Community Services Society (PICS)
Certificate, Business Plan Development & Entrepreneurial Workshops
Nick Amanov Nick Amanov's BMO Nesbitt Burns Experience March 2012 - Present
Job Business Analyst at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt-Burns March 2012 - Present
Red Lobster July 2011 - Present
Questrade, Inc. January 2012 - February 2012
DiscoveryLand Camp July 2010 - August 2010
Skills
Management, Salesforce.com, Time Management, Customer Service, Troubleshooting, Retail, Accounting, Technical Support, Mutual Funds, Securities, Meet Deadlines, Financial Transactions
Education
Humber College 2010 — 2011
Post-Secondary Diploma, Business Management- Financial Services, GPA over 80%
BMO Nesbitt-Burns March 2012 - Present
Red Lobster July 2011 - Present
Questrade, Inc. January 2012 - February 2012
DiscoveryLand Camp July 2010 - August 2010
Skills
Management, Salesforce.com, Time Management, Customer Service, Troubleshooting, Retail, Accounting, Technical Support, Mutual Funds, Securities, Meet Deadlines, Financial Transactions
Education
Humber College 2010 — 2011
Post-Secondary Diploma, Business Management- Financial Services, GPA over 80%
Elana Pal Elana Pal's BMO Nesbitt Burns Experience June 2010 - February 2012
Job Policy Analyst, Federal Government
Industry Public Policy
Experience
Department of Aboriginal Affairs and Northern Development Canada July 2014 - Present
Department of Aboriginal Affairs and Northern Development Canada May 2012 - July 2014
Ontario Ministry of Economic Development and Innovation April 2013 - July 2013
Aboriginal Affairs and Northern Development Canada May 2012 - July 2013
University of Toronto September 2011 - June 2013
University of Toronto September 2012 - January 2013
BMO Nesbitt Burns June 2010 - February 2012
BBSP February 2006 - December 2009
Skills
Public Policy, Equities, Policy, Quantitative Analytics, Bloomberg, Portfolio Management, Economics, Investment Banking, Econometrics, Securities, Financial Analysis, Capital Markets, Derivatives, Fixed Income, Risk Management, Enterprise Risk..., Risk Assessment, Policy Analysis, Aboriginal Affairs, Microsoft Excel, Stata
Education
University of Toronto 2011 — 2013
Master's degree, Public Policy Analysis
McGill University 2000 — 2004
Bachelors of Commerce, Finance, International Business
Department of Aboriginal Affairs and Northern Development Canada July 2014 - Present
Department of Aboriginal Affairs and Northern Development Canada May 2012 - July 2014
Ontario Ministry of Economic Development and Innovation April 2013 - July 2013
Aboriginal Affairs and Northern Development Canada May 2012 - July 2013
University of Toronto September 2011 - June 2013
University of Toronto September 2012 - January 2013
BMO Nesbitt Burns June 2010 - February 2012
BBSP February 2006 - December 2009
Skills
Public Policy, Equities, Policy, Quantitative Analytics, Bloomberg, Portfolio Management, Economics, Investment Banking, Econometrics, Securities, Financial Analysis, Capital Markets, Derivatives, Fixed Income, Risk Management, Enterprise Risk..., Risk Assessment, Policy Analysis, Aboriginal Affairs, Microsoft Excel, Stata
Education
University of Toronto 2011 — 2013
Master's degree, Public Policy Analysis
McGill University 2000 — 2004
Bachelors of Commerce, Finance, International Business
Brian Olenuk Brian Olenuk's BMO Nesbitt Burns Experience October 2011 - April 2012
Job Project Manager at TD
Industry Information Technology and Services
Experience
BMO Financial Group March 2014 - Present
TD November 2012 - November 2013
BMO Nesbitt Burns October 2011 - April 2012
Scotia Capital January 2011 - June 2011
RBC Royal Bank January 2010 - February 2011
Royal Bank of Canada January 2008 - May 2009
Royal Bank of Canada - Capital Markets 2004 - 2007
Office of the Superintendent of Financial Institutions - Canada January 2004 - September 2004
Cutter Associates April 2003 - October 2003
First Asset Advisory Services March 2002 - September 2002
Skills
SDLC, Risk Management, Business Intelligence, PMO, ITIL, Project Management, Basel II, Business Process, Project Planning, Requirements Gathering, Quality Assurance, Business Analysis, Requirements Analysis, PMP, Software Project..., Banking, Program Management, IT Management, Capital Markets, Cross-functional Team..., Management, Strategy, Testing, Team Leadership, Leadership
Education
London Business School, U. of London 1981 — 1983
MBA
University of Waterloo 1974 — 1979
Hon. BMath, Computer Science
BMO Financial Group March 2014 - Present
TD November 2012 - November 2013
BMO Nesbitt Burns October 2011 - April 2012
Scotia Capital January 2011 - June 2011
RBC Royal Bank January 2010 - February 2011
Royal Bank of Canada January 2008 - May 2009
Royal Bank of Canada - Capital Markets 2004 - 2007
Office of the Superintendent of Financial Institutions - Canada January 2004 - September 2004
Cutter Associates April 2003 - October 2003
First Asset Advisory Services March 2002 - September 2002
Skills
SDLC, Risk Management, Business Intelligence, PMO, ITIL, Project Management, Basel II, Business Process, Project Planning, Requirements Gathering, Quality Assurance, Business Analysis, Requirements Analysis, PMP, Software Project..., Banking, Program Management, IT Management, Capital Markets, Cross-functional Team..., Management, Strategy, Testing, Team Leadership, Leadership
Education
London Business School, U. of London 1981 — 1983
MBA
University of Waterloo 1974 — 1979
Hon. BMath, Computer Science
Lynne O'Brien Lynne O'Brien's BMO Nesbitt Burns Experience September 2001 - November 2002
Job Of Counsel at Norton Rose Fulbright LLP
Industry Law Practice
Experience
Norton Rose Fulbright January 2007 - Present
BMO Nesbitt Burns September 2001 - November 2002
Ogilvy Renault LLP January 2000 - September 2001
Meighen Demers January 1994 - January 2000
Skills
Class Actions, Civil Litigation, Litigation, Securities Regulation, Commercial Litigation, Arbitration, Dispute Resolution, Legal Research
Education
The University of Western Ontario 1989 — 1992
LLB
King's University College 1986 — 1989
BA, Political Science
Norton Rose Fulbright January 2007 - Present
BMO Nesbitt Burns September 2001 - November 2002
Ogilvy Renault LLP January 2000 - September 2001
Meighen Demers January 1994 - January 2000
Skills
Class Actions, Civil Litigation, Litigation, Securities Regulation, Commercial Litigation, Arbitration, Dispute Resolution, Legal Research
Education
The University of Western Ontario 1989 — 1992
LLB
King's University College 1986 — 1989
BA, Political Science
Jeff Carrie Jeff Carrie's BMO Nesbitt Burns Experience February 2007 - October 2013
Job Financial Advisor, Raymond James, (604) 6541307 Jeff.Carrie@raymondjames.ca, Advising clients in BC and Ontario
Industry Investment Management
Experience
Raymond James Financial Inc. 2013 - 2014
BMO Nesbitt Burns February 2007 - October 2013
BMO Nesbitt Burns February 2004 - February 2007
Bank of Montreal August 2000 - February 2004
Skills
Investments, Portfolio Management, Investment Strategies, Asset Allocation, Investment Management, Alternative Investments, Asset Management, Business Development, Capital Markets, Corporate Finance, Equities, Finance, Financial Advisory, Financial Markets, Fixed Income, Investment Advisory, Mutual Funds, Pensions, Investment Banking, Wealth Management, Retirement Planning, Securities, Valuation, Real Estate, Financial Planning
Education
King's University College 1990 — 1994
B.A., Finance & Economics
Raymond James Financial Inc. 2013 - 2014
BMO Nesbitt Burns February 2007 - October 2013
BMO Nesbitt Burns February 2004 - February 2007
Bank of Montreal August 2000 - February 2004
Skills
Investments, Portfolio Management, Investment Strategies, Asset Allocation, Investment Management, Alternative Investments, Asset Management, Business Development, Capital Markets, Corporate Finance, Equities, Finance, Financial Advisory, Financial Markets, Fixed Income, Investment Advisory, Mutual Funds, Pensions, Investment Banking, Wealth Management, Retirement Planning, Securities, Valuation, Real Estate, Financial Planning
Education
King's University College 1990 — 1994
B.A., Finance & Economics
Vanita Jagessar's BMO Nesbitt Burns Experience January 2012 - May 2012
Job Student at the University of Guelph Humber
Industry Financial Services
Experience
Humber College October 2011 - May 2014
BMO Nesbitt Burns January 2012 - May 2012
Dollarama June 2011 - August 2011
Skills
Microsoft Technologies, People Skills, Team Leadership, Teamwork
Education
University of Guelph Humber 2012 — 2014
Bachelor of Business Administration (BBA)
Humber College 2010 — 2012
Business Management-Financial Services
Clarkson Secondary School
Ontario Secondary School Diploma
Humber College October 2011 - May 2014
BMO Nesbitt Burns January 2012 - May 2012
Dollarama June 2011 - August 2011
Skills
Microsoft Technologies, People Skills, Team Leadership, Teamwork
Education
University of Guelph Humber 2012 — 2014
Bachelor of Business Administration (BBA)
Humber College 2010 — 2012
Business Management-Financial Services
Clarkson Secondary School
Ontario Secondary School Diploma
Alyson Murphy Alyson Murphy's BMO Nesbitt Burns Experience April 2010 - August 2010
Job Brand Manager RB
Industry Consumer Goods
Experience
RB September 2014 - Present
Reckitt Benckiser April 2013 - August 2014
Reckitt Benckiser September 2012 - April 2013
Reckitt Benckiser July 2012 - September 2012
Management Undergraduate Society of McGill University April 2011 - April 2012
BMO Financial Group May 2011 - August 2011
McGill University Centre for Continuing Education September 2010 - April 2011
BMO Nesbitt Burns April 2010 - August 2010
BBW International January 2009 - April 2010
Bank of Montreal May 2009 - August 2009
Skills
Event Management, PowerPoint, French, Customer Service, Excel, Microsoft Excel, Social Media, Research, Marketing Communications, Marketing, Market Research, Marketing Strategy, Management, Strategy, Project Management, Strategic Planning, Business Development
Education
McGill University 2008 — 2012
BCom, Marketing, Strategy
Dr. G.W. Williams Secondary School 2004 — 2008
High School Diploma
RB September 2014 - Present
Reckitt Benckiser April 2013 - August 2014
Reckitt Benckiser September 2012 - April 2013
Reckitt Benckiser July 2012 - September 2012
Management Undergraduate Society of McGill University April 2011 - April 2012
BMO Financial Group May 2011 - August 2011
McGill University Centre for Continuing Education September 2010 - April 2011
BMO Nesbitt Burns April 2010 - August 2010
BBW International January 2009 - April 2010
Bank of Montreal May 2009 - August 2009
Skills
Event Management, PowerPoint, French, Customer Service, Excel, Microsoft Excel, Social Media, Research, Marketing Communications, Marketing, Market Research, Marketing Strategy, Management, Strategy, Project Management, Strategic Planning, Business Development
Education
McGill University 2008 — 2012
BCom, Marketing, Strategy
Dr. G.W. Williams Secondary School 2004 — 2008
High School Diploma
Chris Berland's BMO Nesbitt Burns Experience July 2001 - June 2002
Job Chief Financial Officer at OpenMobile World Wide Inc.
Industry Financial Services
Experience
OpenMobile World Wide Inc. January 2013 - Present
Physicians Interactive October 2008 - September 2012
Allscripts Healthcare Solutions January 2008 - October 2008
Allscripts Healthcare Solutions May 2006 - December 2007
Allscripts Healthcare Solutions August 2003 - May 2006
BMO Nesbitt Burns July 2001 - June 2002
JPMorgan Chase 1999 - 2001
Education
Kansas State University 1996 — 1998
Bachelor's degree, Finance
OpenMobile World Wide Inc. January 2013 - Present
Physicians Interactive October 2008 - September 2012
Allscripts Healthcare Solutions January 2008 - October 2008
Allscripts Healthcare Solutions May 2006 - December 2007
Allscripts Healthcare Solutions August 2003 - May 2006
BMO Nesbitt Burns July 2001 - June 2002
JPMorgan Chase 1999 - 2001
Education
Kansas State University 1996 — 1998
Bachelor's degree, Finance
Michael Yee, MBA's BMO Nesbitt Burns Experience February 2002 - February 2003
Job Vice President, National Accounts at National Bank Investments
Industry Insurance
Experience
National Bank Investments April 2015 - Present
Desjardins Financial Security December 2013 - March 2015
Fidelity Investments January 2010 - July 2013
Fidelity Investments August 2006 - January 2010
Tricycle Asset Management February 2003 - July 2006
BMO Nesbitt Burns February 2002 - February 2003
State Farm Insurance November 1998 - February 2002
TD May 1998 - November 1998
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Securities, Insurance, Retirement, Alternative Investments, Business Strategy, Financial Analysis, Retirement Planning, Equities, Trading, Investment Advisory, Risk Management, Financial Advisory, Strategic Financial..., Financial Services, Fixed Income, Credit, ETFs, Asset Management
Education
University of Toronto - Rotman School of Management 2007 — 2008
MBA
Seneca College of Applied Arts and Technology 2006 — 2007
Certificate Diploma
Humber College 1997 — 1998
Certificate Diploma
York University 1993 — 1997
BA (Hons)
National Bank Investments April 2015 - Present
Desjardins Financial Security December 2013 - March 2015
Fidelity Investments January 2010 - July 2013
Fidelity Investments August 2006 - January 2010
Tricycle Asset Management February 2003 - July 2006
BMO Nesbitt Burns February 2002 - February 2003
State Farm Insurance November 1998 - February 2002
TD May 1998 - November 1998
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Securities, Insurance, Retirement, Alternative Investments, Business Strategy, Financial Analysis, Retirement Planning, Equities, Trading, Investment Advisory, Risk Management, Financial Advisory, Strategic Financial..., Financial Services, Fixed Income, Credit, ETFs, Asset Management
Education
University of Toronto - Rotman School of Management 2007 — 2008
MBA
Seneca College of Applied Arts and Technology 2006 — 2007
Certificate Diploma
Humber College 1997 — 1998
Certificate Diploma
York University 1993 — 1997
BA (Hons)
Scott Adams Scott Adams's BMO Nesbitt Burns Experience 2000 - 2002
Job Director of Editorial Products
Industry Newspapers
Experience
The Globe and Mail February 2015 - Present
The Globe and Mail September 2013 - Present
The Globe and Mail September 2010 - August 2013
The Globe and Mail 2009 - September 2010
The Globe and Mail 2007 - 2009
National Post 2004 - 2006
National Post 2002 - 2004
BMO Nesbitt Burns 2000 - 2002
National Post 1999 - 2000
Dow Jones Newswires 1997 - 1999
Skills
Editing, Writing, Personal Finance, Content Strategy, CMS, Business Strategy, Business Planning, Agile project management, Strategic partnerships, Preparation of Business..., Stocks, Stock Market, Journalism, Online Journalism, Business Journalism, Newspaper, Agile Project Management, Strategic Partnerships, Newspapers, Business Strategy..., Strategy, Breaking News, Feature Articles, News Writing, Storytelling, Digital Strategy, Headline Writing, Web Content, Editorial, Online News, Business News, Digital Media, Copy Editing, Fact-checking, Magazines, Investigative Reporting, Newspaper Design, Web Editing, New Media, Press Releases, Multimedia, Blogging, Content Management, Broadcast Journalism, Online Publishing, Freelance Writing, Strategic Communications, Copywriting, Speech Writing, Content Development
Education
Canadian Management Centre 2011 — 2012
Globe Leadership Course, management and leadership
Ivey ING Direct Leadership Centre 2011 — 2011
Current Topics in M&A Strategy, Executive Education Program
Ivey Business School at Western University 2007 — 2007
Management Leadership Program
Canadian Securities Course 1997 — 1998
Western University 1995 — 1996
Master of Arts, Journalism
McMaster University 1989 — 1994
Honours BA, Political Science
Parkside High School 1985 — 1989
The Globe and Mail February 2015 - Present
The Globe and Mail September 2013 - Present
The Globe and Mail September 2010 - August 2013
The Globe and Mail 2009 - September 2010
The Globe and Mail 2007 - 2009
National Post 2004 - 2006
National Post 2002 - 2004
BMO Nesbitt Burns 2000 - 2002
National Post 1999 - 2000
Dow Jones Newswires 1997 - 1999
Skills
Editing, Writing, Personal Finance, Content Strategy, CMS, Business Strategy, Business Planning, Agile project management, Strategic partnerships, Preparation of Business..., Stocks, Stock Market, Journalism, Online Journalism, Business Journalism, Newspaper, Agile Project Management, Strategic Partnerships, Newspapers, Business Strategy..., Strategy, Breaking News, Feature Articles, News Writing, Storytelling, Digital Strategy, Headline Writing, Web Content, Editorial, Online News, Business News, Digital Media, Copy Editing, Fact-checking, Magazines, Investigative Reporting, Newspaper Design, Web Editing, New Media, Press Releases, Multimedia, Blogging, Content Management, Broadcast Journalism, Online Publishing, Freelance Writing, Strategic Communications, Copywriting, Speech Writing, Content Development
Education
Canadian Management Centre 2011 — 2012
Globe Leadership Course, management and leadership
Ivey ING Direct Leadership Centre 2011 — 2011
Current Topics in M&A Strategy, Executive Education Program
Ivey Business School at Western University 2007 — 2007
Management Leadership Program
Canadian Securities Course 1997 — 1998
Western University 1995 — 1996
Master of Arts, Journalism
McMaster University 1989 — 1994
Honours BA, Political Science
Parkside High School 1985 — 1989
Michael Chase's BMO Nesbitt Burns Experience 1987 - 1990
Job CMO St. Joseph Communications
Industry Marketing and Advertising
Experience
St. Joseph Communications June 2012 - Present
St. Joseph Communications 2007 - June 2012
Lux Concept & Development 2002 - 2007
Barkin Hot Studios & Swagger 1999 - 2002
Atlas, The Wellington, Delux, The Capitol 1990 - 2000
BMO Nesbitt Burns 1987 - 1990
Skills
Digital Strategy, Creative Direction, Integrated Marketing, Digital Marketing, Marketing, Strategy, Marketing Strategy, Digital Media, Social Media, New Media, Marketing Communications, Advertising, Social Media Marketing, Leadership, Brand Development, Digital Signage, Retail, Direct Marketing, Interactive Marketing, Strategic Partnerships, B2B Marketing, Mobile Marketing, Public Speaking, New Business Development, Thought Leadership, Direct Mail, Relationship Marketing, B2B, Innovation, Customer Insight, Multi-channel Marketing, Content Strategy, SEM, Online Marketing, Lead Generation, Marketing Management, Email Marketing, Mobile Devices, Product Marketing, Brand Awareness
Education
McMaster University 1983 — 1987
HBSC, BioPshychology, School of Medicine
Appleby College 1979 — 1983
Kellogg Schulich School of Business
Facilitative Leadership; Change Management; Business Planning, Strategy & Innovation
St. Joseph Communications June 2012 - Present
St. Joseph Communications 2007 - June 2012
Lux Concept & Development 2002 - 2007
Barkin Hot Studios & Swagger 1999 - 2002
Atlas, The Wellington, Delux, The Capitol 1990 - 2000
BMO Nesbitt Burns 1987 - 1990
Skills
Digital Strategy, Creative Direction, Integrated Marketing, Digital Marketing, Marketing, Strategy, Marketing Strategy, Digital Media, Social Media, New Media, Marketing Communications, Advertising, Social Media Marketing, Leadership, Brand Development, Digital Signage, Retail, Direct Marketing, Interactive Marketing, Strategic Partnerships, B2B Marketing, Mobile Marketing, Public Speaking, New Business Development, Thought Leadership, Direct Mail, Relationship Marketing, B2B, Innovation, Customer Insight, Multi-channel Marketing, Content Strategy, SEM, Online Marketing, Lead Generation, Marketing Management, Email Marketing, Mobile Devices, Product Marketing, Brand Awareness
Education
McMaster University 1983 — 1987
HBSC, BioPshychology, School of Medicine
Appleby College 1979 — 1983
Kellogg Schulich School of Business
Facilitative Leadership; Change Management; Business Planning, Strategy & Innovation
Laura Ross Laura Ross's BMO Nesbitt Burns Experience 1985 - 1987
Job Consultant at L Ross Consulting
Industry Investment Management
Experience
L Ross Consulting August 2012 - Present
MacNicol & Associates Asset Management September 2001 - August 2012
CIBC Wealth Management 1995 - 2000
CIBC World Markets 1990 - 1995
Coldwell Banker Real Estate 1988 - 1988
BMO Nesbitt Burns 1985 - 1987
BMO Nesbitt Burns 1985 - 1987
Skills
Investments, Risk Management, Wealth Management, Equities, Wealth Management..., Asset Managment, Investment Management, Portfolio Management, High Net Worth..., Mergers, Real Estate Private..., Fund Of Funds, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance and Real Estate
Huron University College 1982 — 1985
BA - Admin Studies, Finance
Neuchatel Junior College 1981 — 1982
Grade 13, High School/Secondary Diplomas and Certificates
Stephen Leacock Collegiate Institute 1978 — 1982
Grade 13 Diploma
L Ross Consulting August 2012 - Present
MacNicol & Associates Asset Management September 2001 - August 2012
CIBC Wealth Management 1995 - 2000
CIBC World Markets 1990 - 1995
Coldwell Banker Real Estate 1988 - 1988
BMO Nesbitt Burns 1985 - 1987
BMO Nesbitt Burns 1985 - 1987
Skills
Investments, Risk Management, Wealth Management, Equities, Wealth Management..., Asset Managment, Investment Management, Portfolio Management, High Net Worth..., Mergers, Real Estate Private..., Fund Of Funds, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance and Real Estate
Huron University College 1982 — 1985
BA - Admin Studies, Finance
Neuchatel Junior College 1981 — 1982
Grade 13, High School/Secondary Diplomas and Certificates
Stephen Leacock Collegiate Institute 1978 — 1982
Grade 13 Diploma
Arsenios Vergis Arsenios Vergis's BMO Nesbitt Burns Experience May 2010 - Present
Job Investment Advisor, BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2010 - Present
Skills
Tax, Estate Planning, Finance, Retirement Planning, Wealth Management
Education
University of Guelph
BBA, Finance, Entrepreneurship
Humber College
College Advanced Diploma in Business Administration
BMO Nesbitt Burns May 2010 - Present
Skills
Tax, Estate Planning, Finance, Retirement Planning, Wealth Management
Education
University of Guelph
BBA, Finance, Entrepreneurship
Humber College
College Advanced Diploma in Business Administration
Jesse Hume CPA, CMA Jesse Hume CPA, CMA's BMO Nesbitt Burns Experience May 2008 - September 2008
Job Finance and Accounting Professional
Industry Financial Services
Experience
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection February 2012 - August 2015
Teligence Communications June 2011 - February 2012
BMO Nesbitt Burns May 2008 - September 2008
Skills
Analytic Problem Solving, Financial Analysis, Leadership, Management, Management Accounting, Sales, Training, Finance, Capital Markets, Derivatives, Valuation, Accounting, Research, Microsoft Excel, Microsoft Office, Problem Solving
Education
CMA BC 2013 — 2015
CMA Strategic Leadership Program, Accounting
Ivey Business School at Western University 2009 — 2011
Honours Business Administration, Accounting and Finance, Distinction
CFA Institute 2011 — 2011
Candidate for Level II, Finance
Western University 2007 — 2009
Management and Organizational Studies, Finance and Administration, Dean's Honours List
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection February 2012 - August 2015
Teligence Communications June 2011 - February 2012
BMO Nesbitt Burns May 2008 - September 2008
Skills
Analytic Problem Solving, Financial Analysis, Leadership, Management, Management Accounting, Sales, Training, Finance, Capital Markets, Derivatives, Valuation, Accounting, Research, Microsoft Excel, Microsoft Office, Problem Solving
Education
CMA BC 2013 — 2015
CMA Strategic Leadership Program, Accounting
Ivey Business School at Western University 2009 — 2011
Honours Business Administration, Accounting and Finance, Distinction
CFA Institute 2011 — 2011
Candidate for Level II, Finance
Western University 2007 — 2009
Management and Organizational Studies, Finance and Administration, Dean's Honours List
Ian Rutgers Ian Rutgers's BMO Nesbitt Burns Experience April 1997 - July 2004
Job Project Manager at Long View Systems
Industry Internet
Experience
Long View Systems April 2014 - Present
Commerx Corporation July 2006 - April 2014
Otima September 2004 - July 2006
BMO Nesbitt Burns April 1997 - July 2004
Symantec - The Delrina Group April 1993 - April 1997
Symantec 1993 - 1997
Canadian Red Cross Society May 1987 - June 1989
The Bay / Simpsons 1986 - 1988
Skills
Interpersonal..., Project Management, Software Development, Team Management, Business Analysis, Quality Assurance, Project Planning, Online Marketing, SEO, Leadership, Management, Team Leadership, IT Service Management, Agile Methodologies, Strategic Planning
Education
Quadrus Development Inc 2014 — 2014
Agile Project Management, Agile Stories
Ryerson University 2008 — 2010
Project Management
The University of Calgary 2006 — 2008
web developer
King's University College 1981 — 1984
BA, Computer, Business, Psychology
Long View Systems April 2014 - Present
Commerx Corporation July 2006 - April 2014
Otima September 2004 - July 2006
BMO Nesbitt Burns April 1997 - July 2004
Symantec - The Delrina Group April 1993 - April 1997
Symantec 1993 - 1997
Canadian Red Cross Society May 1987 - June 1989
The Bay / Simpsons 1986 - 1988
Skills
Interpersonal..., Project Management, Software Development, Team Management, Business Analysis, Quality Assurance, Project Planning, Online Marketing, SEO, Leadership, Management, Team Leadership, IT Service Management, Agile Methodologies, Strategic Planning
Education
Quadrus Development Inc 2014 — 2014
Agile Project Management, Agile Stories
Ryerson University 2008 — 2010
Project Management
The University of Calgary 2006 — 2008
web developer
King's University College 1981 — 1984
BA, Computer, Business, Psychology
Natalie Bisset's BMO Nesbitt Burns Experience August 2015 - Present
Job Relationship Management and Business Development Professional
Industry Financial Services
Experience
BMO Nesbitt Burns August 2015 - Present
Independent Consultant September 2014 - September 2015
Ivey Alumni Association - Toronto Chapter Executive June 2013 - September 2014
Pivot Technology Solutions April 2011 - August 2013
Strathallen Capital Corporation June 2006 - March 2011
Western University September 2005 - June 2006
Mackenzie Financial 2001 - 2004
Skills
Investor Relations, Business Development, Investments, Private Equity, Corporate Finance, Finance, Venture Capital, Strategy, Entrepreneurship, Financial Analysis, Real Estate, Financial Modeling, Real Estate Development, Business Strategy, Mutual Funds, Due Diligence, Financial Structuring, Asset Management
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2006
Master of Business Administration (M.B.A.), General Management, Finance, Entrepreneurship, Dean's List
University of Victoria 1996 — 2001
Bachelor, Economics, Business, with Distinction
BMO Nesbitt Burns August 2015 - Present
Independent Consultant September 2014 - September 2015
Ivey Alumni Association - Toronto Chapter Executive June 2013 - September 2014
Pivot Technology Solutions April 2011 - August 2013
Strathallen Capital Corporation June 2006 - March 2011
Western University September 2005 - June 2006
Mackenzie Financial 2001 - 2004
Skills
Investor Relations, Business Development, Investments, Private Equity, Corporate Finance, Finance, Venture Capital, Strategy, Entrepreneurship, Financial Analysis, Real Estate, Financial Modeling, Real Estate Development, Business Strategy, Mutual Funds, Due Diligence, Financial Structuring, Asset Management
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2006
Master of Business Administration (M.B.A.), General Management, Finance, Entrepreneurship, Dean's List
University of Victoria 1996 — 2001
Bachelor, Economics, Business, with Distinction
Lindsay Abbey's BMO Nesbitt Burns Experience January 2005 - October 2007
Job Director and Head of Digital Marketing Channels North America at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
BMO Financial Group July 2012 - August 2014
BMO Financial Group July 2010 - July 2012
BMO Financial Group November 2007 - July 2010
BMO Nesbitt Burns January 2005 - October 2007
Ticketmaster September 2004 - January 2005
BMO InvestorLine September 1998 - September 2004
Skills
Strategy, Digital Marketing, E-commerce, Customer Experience, Product Management, E-business, Digital Strategy, Strategic Planning, Project Management, Leadership, Marketing, SEO, Web Analytics, Mobile Devices, Online Advertising, Financial Services
Education
McMaster University 1988 — 1992
BA, Economics
Project Management Institute
PMP Certification, Project Management
BMO Financial Group August 2014 - Present
BMO Financial Group July 2012 - August 2014
BMO Financial Group July 2010 - July 2012
BMO Financial Group November 2007 - July 2010
BMO Nesbitt Burns January 2005 - October 2007
Ticketmaster September 2004 - January 2005
BMO InvestorLine September 1998 - September 2004
Skills
Strategy, Digital Marketing, E-commerce, Customer Experience, Product Management, E-business, Digital Strategy, Strategic Planning, Project Management, Leadership, Marketing, SEO, Web Analytics, Mobile Devices, Online Advertising, Financial Services
Education
McMaster University 1988 — 1992
BA, Economics
Project Management Institute
PMP Certification, Project Management
Dan Da Re's BMO Nesbitt Burns Experience 1991 - 1997
Job
Industry Financial Services
Experience
CIBC February 2014 - Present
National Bank of Canada November 2008 - February 2014
Merrill Lynch Canada August 2005 - November 2008
Manulife 2003 - 2005
WorldInsure November 2001 - December 2002
Nurun September 1997 - February 2001
BMO Nesbitt Burns 1991 - 1997
RBC Dominion Securities 1988 - 1991
Skills
Financial Services, Management, Capital Markets, Equities, Trading Systems, Derivatives, Wealth Management, Risk Management, Portfolio Management, Securities, Financial Markets, Trading, Electronic Trading, Asset Managment, Financial Risk, Options, Business Analysis, Market Data, Investment Banking, Equity Trading, Mutual Funds, Strategy, Investments, FX Options, Back Office, Market Risk, Mergers & Acquisitions, Finance, Equity Derivatives
Education
McGill University
MBA, Managerial Policy
McGill University
BA, Political Science / History
CIBC February 2014 - Present
National Bank of Canada November 2008 - February 2014
Merrill Lynch Canada August 2005 - November 2008
Manulife 2003 - 2005
WorldInsure November 2001 - December 2002
Nurun September 1997 - February 2001
BMO Nesbitt Burns 1991 - 1997
RBC Dominion Securities 1988 - 1991
Skills
Financial Services, Management, Capital Markets, Equities, Trading Systems, Derivatives, Wealth Management, Risk Management, Portfolio Management, Securities, Financial Markets, Trading, Electronic Trading, Asset Managment, Financial Risk, Options, Business Analysis, Market Data, Investment Banking, Equity Trading, Mutual Funds, Strategy, Investments, FX Options, Back Office, Market Risk, Mergers & Acquisitions, Finance, Equity Derivatives
Education
McGill University
MBA, Managerial Policy
McGill University
BA, Political Science / History
Oliver Van Empel's BMO Nesbitt Burns Experience 2008 - 2009
Job Marketing
Industry Marketing and Advertising
Experience
Government of Ontario March 2009 - Present
BMO Nesbitt Burns 2008 - 2009
Sony 2007 - 2008
The Loyalty Group May 2006 - July 2006
Education
Humber College 2005 — 2006
University of Toronto - New College 2000 — 2004
Honours, Political Science, History
Government of Ontario March 2009 - Present
BMO Nesbitt Burns 2008 - 2009
Sony 2007 - 2008
The Loyalty Group May 2006 - July 2006
Education
Humber College 2005 — 2006
University of Toronto - New College 2000 — 2004
Honours, Political Science, History
Bryan Maw's BMO Nesbitt Burns Experience R&DCadbury Adams1999 - 2004
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns R&DCadbury Adams1999 - 2004
Education
McGill University 1984 — 1987
BMO Nesbitt Burns R&DCadbury Adams1999 - 2004
Education
McGill University 1984 — 1987
Jody Connaghan's BMO Nesbitt Burns Experience December 2000 - June 2002
Job Branch Administrator at Raymond James
Industry Financial Services
Experience
Raymond James October 2006 - Present
Assante Wealth Management August 2004 - September 2006
Scotia McLeod June 2002 - July 2004
BMO Nesbitt Burns December 2000 - June 2002
Skills
Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Equities, Administrative..., Bonds, Outlook, Spreadsheets
Education
Kwantlen University College 1996 — 1998
University of Northern British Columbia 1994 — 1996
Assistant, BMO Nesbitt Burnes
Raymond James October 2006 - Present
Assante Wealth Management August 2004 - September 2006
Scotia McLeod June 2002 - July 2004
BMO Nesbitt Burns December 2000 - June 2002
Skills
Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Equities, Administrative..., Bonds, Outlook, Spreadsheets
Education
Kwantlen University College 1996 — 1998
University of Northern British Columbia 1994 — 1996
Assistant, BMO Nesbitt Burnes
Chris de Courcy-Ireland's BMO Nesbitt Burns Experience January 2000 - September 2004
Job Sales & Marketing Executive Seeking career opportunity
Industry Financial Services
Experience
** 1996 - Present
Decarie Motors Inc. January 2012 - July 2013
MacDougall MacDougall & MacTier 2011 - 2012
O'Leary Funds January 2011 - August 2011
Canaccord Capital Inc July 2007 - November 2008
Pengrowth Corporation December 2004 - April 2006
BMO Nesbitt Burns January 2000 - September 2004
Isnor Motors Holdings Ltd September 1997 - December 1999
Grand Touring Automobiles Ltd. July 1996 - August 1997
Chapman Motors Ltd. October 1994 - July 1996
Skills
Investments, CRM, Business Development, Leadership, Sales, Management, Marketing, Strategy, Business Strategy, Event Management, Team Leadership, Analysis, Finance, Selling, Forecasting
Education
McGill University 1990 — 1991
Diploma, Public Speaking
University of New Brunswick 1985 — 1990
B.A., English
Trinity College School 1980 — 1985
Bedford Park Public School
** 1996 - Present
Decarie Motors Inc. January 2012 - July 2013
MacDougall MacDougall & MacTier 2011 - 2012
O'Leary Funds January 2011 - August 2011
Canaccord Capital Inc July 2007 - November 2008
Pengrowth Corporation December 2004 - April 2006
BMO Nesbitt Burns January 2000 - September 2004
Isnor Motors Holdings Ltd September 1997 - December 1999
Grand Touring Automobiles Ltd. July 1996 - August 1997
Chapman Motors Ltd. October 1994 - July 1996
Skills
Investments, CRM, Business Development, Leadership, Sales, Management, Marketing, Strategy, Business Strategy, Event Management, Team Leadership, Analysis, Finance, Selling, Forecasting
Education
McGill University 1990 — 1991
Diploma, Public Speaking
University of New Brunswick 1985 — 1990
B.A., English
Trinity College School 1980 — 1985
Bedford Park Public School
Jerry Naraine's BMO Nesbitt Burns Experience April 1999 - July 2002
Job Business Consultant at CIBC, Wholesale Banking Technology
Industry Financial Services
Experience
CIBC, Wholesale Banking Technology July 2013 - June 2014
Marketwired February 2013 - June 2013
BMO - Wealth Management - Private Client Group August 2006 - February 2013
Bank of Montreal July 2002 - July 2006
BMO Nesbitt Burns April 1999 - July 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Data Modeling, Requirements Analysis, Vendor Management, Visio, Banking, Enterprise Architecture, Relationship Management, Facilitating and..., Budgeting and Forcasting, Team Building, Problem Solving, Business Decision Making, Analysis, Business Intelligence, Business Process..., Consulting, Databases, Enterprise Software, IT Strategy, Management, Project Delivery, Project Management, Project Portfolio..., Requirements Management, Software Project...
Education
Humber College 1993 — 1995
Mechanical Engineering Diploma, CNC Programming
CIBC, Wholesale Banking Technology July 2013 - June 2014
Marketwired February 2013 - June 2013
BMO - Wealth Management - Private Client Group August 2006 - February 2013
Bank of Montreal July 2002 - July 2006
BMO Nesbitt Burns April 1999 - July 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Data Modeling, Requirements Analysis, Vendor Management, Visio, Banking, Enterprise Architecture, Relationship Management, Facilitating and..., Budgeting and Forcasting, Team Building, Problem Solving, Business Decision Making, Analysis, Business Intelligence, Business Process..., Consulting, Databases, Enterprise Software, IT Strategy, Management, Project Delivery, Project Management, Project Portfolio..., Requirements Management, Software Project...
Education
Humber College 1993 — 1995
Mechanical Engineering Diploma, CNC Programming
Ron de Guzman's BMO Nesbitt Burns Experience November 2004 - November 2007
Job Resource Manager at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal December 2012 - Present
Bank of Montreal November 2007 - December 2012
BMO Nesbitt Burns November 2004 - November 2007
N5R 2003 - 2004
Education
Sheridan College
Business Administration Diploma
Humber College
Internet Management Diploma
Bank of Montreal December 2012 - Present
Bank of Montreal November 2007 - December 2012
BMO Nesbitt Burns November 2004 - November 2007
N5R 2003 - 2004
Education
Sheridan College
Business Administration Diploma
Humber College
Internet Management Diploma
Jordan Luckock's BMO Nesbitt Burns Experience April 2004 - May 2007
Job Vice President & Portfolio Manager at BMO Asset Management
Industry Investment Management
Experience
BMO Asset Management December 2013 - Present
BMO Asset Management May 2012 - December 2013
BMO Harris Investment Management May 2007 - May 2012
BMO Nesbitt Burns April 2004 - May 2007
Investor Economics Inc. 2002 - 2004
Skills
Bloomberg, Business Analysis, Equity Research, Investments, Equities, Financial Modeling, Asset Management, Equity Valuation, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management
Education
Queen's University 2000 — 2001
MSc, Finance
The University of Western Ontario - Huron University College 1996 — 2000
Bachelor of Arts (Hons.), Economics
BMO Asset Management December 2013 - Present
BMO Asset Management May 2012 - December 2013
BMO Harris Investment Management May 2007 - May 2012
BMO Nesbitt Burns April 2004 - May 2007
Investor Economics Inc. 2002 - 2004
Skills
Bloomberg, Business Analysis, Equity Research, Investments, Equities, Financial Modeling, Asset Management, Equity Valuation, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management
Education
Queen's University 2000 — 2001
MSc, Finance
The University of Western Ontario - Huron University College 1996 — 2000
Bachelor of Arts (Hons.), Economics
Lestocq St.John Orman's BMO Nesbitt Burns Experience September 1988 - August 1992
Job FIG DCM at BNP Paribas New York
Industry Investment Banking
Experience
BNP Paribas June 2014 - Present
BNP Paribas May 2004 - May 2014
BNP Paribas June 2001 - May 2004
Morgan Stanley February 1998 - May 2001
Yamaichi International Europe - RIP September 1994 - November 1997
Wood Gundy (CIBC) September 1992 - August 1994
BMO Nesbitt Burns September 1988 - August 1992
Education
McGill University 1984 — 1988
B.Comm, International Finance
Vanier College 1982 — 1984
CEGEP, Finance
Mount Royal High School 1980 — 1982
BNP Paribas June 2014 - Present
BNP Paribas May 2004 - May 2014
BNP Paribas June 2001 - May 2004
Morgan Stanley February 1998 - May 2001
Yamaichi International Europe - RIP September 1994 - November 1997
Wood Gundy (CIBC) September 1992 - August 1994
BMO Nesbitt Burns September 1988 - August 1992
Education
McGill University 1984 — 1988
B.Comm, International Finance
Vanier College 1982 — 1984
CEGEP, Finance
Mount Royal High School 1980 — 1982
Scott Taylor's BMO Nesbitt Burns Experience 1999 - 2002
Job Managing Director, Investment Partnerships at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board April 2010 - Present
CPP Investment Board November 2005 - April 2010
Level 3 Communications 2003 - 2005
BMO Nesbitt Burns 1999 - 2002
Skills
Private Equity, Hedge Funds, Emerging Markets, Portfolio Management, Investment Management, Alternative Investments, Due Diligence
Education
London Business School 2002 — 2003
MIF, Finance
Wilfrid Laurier University 1995 — 1999
BBA, Finance
CPP Investment Board April 2010 - Present
CPP Investment Board November 2005 - April 2010
Level 3 Communications 2003 - 2005
BMO Nesbitt Burns 1999 - 2002
Skills
Private Equity, Hedge Funds, Emerging Markets, Portfolio Management, Investment Management, Alternative Investments, Due Diligence
Education
London Business School 2002 — 2003
MIF, Finance
Wilfrid Laurier University 1995 — 1999
BBA, Finance
George MacNabb's BMO Nesbitt Burns Experience January 2001 - January 2011
Job Verbal Communications Coach at MacNabb Enterprises
Industry Professional Training & Coaching
Experience
MacNabb Enterprises January 1988 - Present
CBC/Radio-Canada April 1977 - December 2011
BMO Nesbitt Burns January 2001 - January 2011
CIBC Wood Gundy January 2004 - September 2008
Skills
Media Relations, Editing, Strategic Communications, Copywriting, Public Speaking, Creative Writing, Corporate Communications, Press Releases, Internal Communications, Public Relations, Social Media, Social Networking, Event Planning, Television, Social Media Marketing
Education
Humber College 2000 — 2001
ESL certificate
Ryerson University 1967 — 1970
Radio and Television
MacNabb Enterprises January 1988 - Present
CBC/Radio-Canada April 1977 - December 2011
BMO Nesbitt Burns January 2001 - January 2011
CIBC Wood Gundy January 2004 - September 2008
Skills
Media Relations, Editing, Strategic Communications, Copywriting, Public Speaking, Creative Writing, Corporate Communications, Press Releases, Internal Communications, Public Relations, Social Media, Social Networking, Event Planning, Television, Social Media Marketing
Education
Humber College 2000 — 2001
ESL certificate
Ryerson University 1967 — 1970
Radio and Television
Bradley Goldhar's BMO Nesbitt Burns Experience 2002 - Present
Job Senior Investment Advisor, BMO Nesbitt Burns
Industry Financial Services
Experience
Israel Cancer Research Fund January 2011 - Present
BMO Nesbitt Burns 2002 - Present
Israel Cancer Research Fund, Toronto October 2006 - October 2010
HSBC Securities 2001 - 2002
Yorkton Securities Inc. 1999 - 2001
CIBC World Markets 1985 - 1998
Skills
Financial Analysis, Capital Markets, Portfolio Management, Investment Banking, Investments, Management, Equities, Private Placements, Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Strategic Financial...
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
University of Pennsylvania - The Wharton School 1981 — 1983
Forest Hill Collegiate Institute 1975 — 1979
High School
USDS 1964 — 1975
Israel Cancer Research Fund January 2011 - Present
BMO Nesbitt Burns 2002 - Present
Israel Cancer Research Fund, Toronto October 2006 - October 2010
HSBC Securities 2001 - 2002
Yorkton Securities Inc. 1999 - 2001
CIBC World Markets 1985 - 1998
Skills
Financial Analysis, Capital Markets, Portfolio Management, Investment Banking, Investments, Management, Equities, Private Placements, Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Strategic Financial...
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
University of Pennsylvania - The Wharton School 1981 — 1983
Forest Hill Collegiate Institute 1975 — 1979
High School
USDS 1964 — 1975
Omar Rasul's BMO Nesbitt Burns Experience April 1999 - September 2000
Job Global Head of Capital Planning & Stress Testing ( CCAR ) Property & Casualty, AIG
Industry Financial Services
Experience
Property and Casualty, AIG May 2014 - Present
AIG Canada February 2010 - April 2014
Scotiabank October 2008 - February 2010
Citigroup January 2005 - June 2008
Canadian Imperial Bank of Commerce June 2003 - December 2004
Citibanking Canada September 2000 - June 2003
BMO Nesbitt Burns April 1999 - September 2000
TD Canada Trust August 1997 - April 1999
Price Waterhouse July 1994 - August 1997
Skills
Risk Management, Finance, Strategy, Strategic Financial..., Corporate Finance, Banking, Financial Analysis, Financial Risk, Management
Education
CFA Institute USA
CFA
Institute of Business Administration
MBA, Finance
Institute of Chartered Accountants of Ontario
Chartered Accountatnt
Society of Management Accountants of Ontario
Certified Management Accountant
University of Karachi
BSc, Economics & Mathmatics
Property and Casualty, AIG May 2014 - Present
AIG Canada February 2010 - April 2014
Scotiabank October 2008 - February 2010
Citigroup January 2005 - June 2008
Canadian Imperial Bank of Commerce June 2003 - December 2004
Citibanking Canada September 2000 - June 2003
BMO Nesbitt Burns April 1999 - September 2000
TD Canada Trust August 1997 - April 1999
Price Waterhouse July 1994 - August 1997
Skills
Risk Management, Finance, Strategy, Strategic Financial..., Corporate Finance, Banking, Financial Analysis, Financial Risk, Management
Education
CFA Institute USA
CFA
Institute of Business Administration
MBA, Finance
Institute of Chartered Accountants of Ontario
Chartered Accountatnt
Society of Management Accountants of Ontario
Certified Management Accountant
University of Karachi
BSc, Economics & Mathmatics
James Barltrop's BMO Nesbitt Burns Experience 1991 - 1997
Job Managing Director at Scotia Capital
Industry Financial Services
Experience
Scotia Capital Vice PresidentBMO Nesbitt BurnsFebruary 1991 - March 1997
BMO Nesbitt Burns 1991 - 1997
Skills
Due Diligence, Capital Markets, Financial Modeling, Investments, Corporate Finance, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Equity Trading, Corporate Development, Venture Capital
Education
Ivey Business School at Western University 1985 — 1990
Scotia Capital Vice PresidentBMO Nesbitt BurnsFebruary 1991 - March 1997
BMO Nesbitt Burns 1991 - 1997
Skills
Due Diligence, Capital Markets, Financial Modeling, Investments, Corporate Finance, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Equity Trading, Corporate Development, Venture Capital
Education
Ivey Business School at Western University 1985 — 1990
G. Geoffrey W. Cardy's BMO Nesbitt Burns Experience 2015 - Present
Job Portfolio Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns 2015 - Present
BMO Nesbitt Burns September 2012 - August 2015
BMO Nesbitt Burns 2008 - 2012
Mackenzie Financial Corporation 2006 - 2007
Skills
Portfolio Management, Capital Markets, Tax
Education
Wilfrid Laurier University School of Business & Economics 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management Accounting
Huron University College 2001 — 2005
Honours, BA, International Poltical Science & History
RSGC 1997 — 2001
BMO Nesbitt Burns 2015 - Present
BMO Nesbitt Burns September 2012 - August 2015
BMO Nesbitt Burns 2008 - 2012
Mackenzie Financial Corporation 2006 - 2007
Skills
Portfolio Management, Capital Markets, Tax
Education
Wilfrid Laurier University School of Business & Economics 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management Accounting
Huron University College 2001 — 2005
Honours, BA, International Poltical Science & History
RSGC 1997 — 2001
Erica Ng's BMO Nesbitt Burns Experience October 2012 - May 2014
Job Investment Assoicate at National Bank Financial Wealth Management
Industry Investment Management
Experience
National Bank Financial June 2014 - Present
BMO Nesbitt Burns October 2012 - May 2014
HSBC January 2009 - December 2011
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Securities, Investments, Trading, Bonds, Wealth Management, Portfolio Management
Education
Kwantlen Polytechnic University 2004 — 2005
Diaploma, Business Administration and Management, General
Simon Fraser University 2000 — 2004
BA, Economics & Business Admin.
National Bank Financial June 2014 - Present
BMO Nesbitt Burns October 2012 - May 2014
HSBC January 2009 - December 2011
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Securities, Investments, Trading, Bonds, Wealth Management, Portfolio Management
Education
Kwantlen Polytechnic University 2004 — 2005
Diaploma, Business Administration and Management, General
Simon Fraser University 2000 — 2004
BA, Economics & Business Admin.
Christine Miura's BMO Nesbitt Burns Experience August 2005 - June 2011
Job VicePresident, Program Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2011 - Present
BMO Nesbitt Burns August 2005 - June 2011
TD Waterhouse Investor Services September 1999 - August 2003
Skills
Program Management, Product Development, Marketing, Portfolio Management, ETFs, Mutual Funds, Wealth Management, Wealth Management..., Relationship Management, Fixed Income, Managing Accounts, Equities, Options, Asset Allocation, Investment Advisory
Education
Keio University 2004 — 2005
MBA, Marketing
York University - Schulich School of Business 2003 — 2005
MBA, Marketing
University of Toronto - Victoria University 1995 — 1999
Hons B.A., Economics Specialist
RBC Wealth Management June 2011 - Present
BMO Nesbitt Burns August 2005 - June 2011
TD Waterhouse Investor Services September 1999 - August 2003
Skills
Program Management, Product Development, Marketing, Portfolio Management, ETFs, Mutual Funds, Wealth Management, Wealth Management..., Relationship Management, Fixed Income, Managing Accounts, Equities, Options, Asset Allocation, Investment Advisory
Education
Keio University 2004 — 2005
MBA, Marketing
York University - Schulich School of Business 2003 — 2005
MBA, Marketing
University of Toronto - Victoria University 1995 — 1999
Hons B.A., Economics Specialist
Heather Nicol's BMO Nesbitt Burns Experience 1989 - 1994
Job Chief Financial Officer at Reformulary Group Inc.
Industry Executive Office
Experience
The Bishop Strachan School September 2009 - September 2012
Danny Grossman Dance Company 2002 - 2012
Desjardins CU 2002 - June 2011
MaRS Discovery District 2006 - 2008
Chapters Online 1999 - 2001
BMO Nesbitt Burns 1989 - 1994
Skills
Strategic Planning
Education
Institute of Corporate Directors (Rotman School of Business, University of Toronto) 2011 — 2012
ICD.D, Corporate Governance
CMA Ontario 2007 — 2008
CMA
The University of Western Ontario - Richard Ivey School of Business
MBA
University of Waterloo
BMath, Mathematics, Computer Science
The Bishop Strachan School September 2009 - September 2012
Danny Grossman Dance Company 2002 - 2012
Desjardins CU 2002 - June 2011
MaRS Discovery District 2006 - 2008
Chapters Online 1999 - 2001
BMO Nesbitt Burns 1989 - 1994
Skills
Strategic Planning
Education
Institute of Corporate Directors (Rotman School of Business, University of Toronto) 2011 — 2012
ICD.D, Corporate Governance
CMA Ontario 2007 — 2008
CMA
The University of Western Ontario - Richard Ivey School of Business
MBA
University of Waterloo
BMath, Mathematics, Computer Science
Tanya D'Amico's BMO Nesbitt Burns Experience November 2008 - June 2009
Job Investment Representative
Industry Financial Services
Experience
RBC Dominion Securities September 2009 - Present
BMO Nesbitt Burns November 2008 - June 2009
National Bank Financial March 2006 - November 2008
Skills
Bloomberg, Asset Managment, Equities, Investments, Wealth Management, Portfolio Management, Asset Allocation, Relationship Management, Financial Services, Wealth Management..., Mutual Funds, Bonds
Education
McGill University 2004 — 2008
Bachelor of Commerce, Finance, International Business
CEGEP - John Abbott College 2000 — 2003
Natural Sciences
Pierrefonds Comprehensive 1995 — 2000
International Baccalaureate
Canadian Securities Institute
CSC and CPH
Chambre de la securite financiere
Life insurance license
RBC Dominion Securities September 2009 - Present
BMO Nesbitt Burns November 2008 - June 2009
National Bank Financial March 2006 - November 2008
Skills
Bloomberg, Asset Managment, Equities, Investments, Wealth Management, Portfolio Management, Asset Allocation, Relationship Management, Financial Services, Wealth Management..., Mutual Funds, Bonds
Education
McGill University 2004 — 2008
Bachelor of Commerce, Finance, International Business
CEGEP - John Abbott College 2000 — 2003
Natural Sciences
Pierrefonds Comprehensive 1995 — 2000
International Baccalaureate
Canadian Securities Institute
CSC and CPH
Chambre de la securite financiere
Life insurance license
Farzan Dehmoubed, MFin's BMO Nesbitt Burns Experience 2001 - 2002
Job Managing Editor & Publisher of Bollywood Movies Of The Month Magazine
Industry Marketing and Advertising
Experience
Golden Eye Media Inc January 2003 - Present
Bollywood Movies Of The Month Magazine May 2011 - Present
Golden Theatres Ltd 2001 - Present
OPG 2002 - 2003
BMO Nesbitt Burns 2001 - 2002
Skills
Online Marketing, Marketing, Online Advertising, Digital Marketing, Film, Advertising, Social Media Marketing, Media Planning, Media Buying, Business Development, Marketing Communications, Marketing Strategy, Magazines, New Business Development, Real Estate Investor, Rental Real Estate, Real Estate Development, Ethnic Media, New Media
Education
Macquarie Graduate School of Management (MGSM) 2003 — 2004
Masters in Finance, Finance
Macquarie University 2002 — 2003
Masters in Finance, Finance
University of Waterloo
Golden Eye Media Inc January 2003 - Present
Bollywood Movies Of The Month Magazine May 2011 - Present
Golden Theatres Ltd 2001 - Present
OPG 2002 - 2003
BMO Nesbitt Burns 2001 - 2002
Skills
Online Marketing, Marketing, Online Advertising, Digital Marketing, Film, Advertising, Social Media Marketing, Media Planning, Media Buying, Business Development, Marketing Communications, Marketing Strategy, Magazines, New Business Development, Real Estate Investor, Rental Real Estate, Real Estate Development, Ethnic Media, New Media
Education
Macquarie Graduate School of Management (MGSM) 2003 — 2004
Masters in Finance, Finance
Macquarie University 2002 — 2003
Masters in Finance, Finance
University of Waterloo
WINSTON ASHIE WINNS's BMO Nesbitt Burns Experience February 2010 - Present
Job BANKING
Industry Banking
Experience
BMO Nesbitt Burns February 2010 - Present
Education
Kwame Nkrumah' University of Science and Technology, Kumasi
BMO Nesbitt Burns February 2010 - Present
Education
Kwame Nkrumah' University of Science and Technology, Kumasi
Al Gallo's BMO Nesbitt Burns Experience January 2010 - June 2011
Job Associate Vice President
Industry Banking
Experience
CIBC Private Wealth Management November 2011 - Present
BMO Nesbitt Burns January 2010 - June 2011
BMO Harris Private Banking April 2001 - December 2009
Education
McMaster University
B.Comm
CIBC Private Wealth Management November 2011 - Present
BMO Nesbitt Burns January 2010 - June 2011
BMO Harris Private Banking April 2001 - December 2009
Education
McMaster University
B.Comm
Thierry Banza-Matulu's BMO Nesbitt Burns Experience June 2003 - July 2008
Job Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel May 2012 - Present
RBC March 2010 - May 2011
Manulife Securities June 2009 - December 2009
BMO Nesbitt Burns June 2003 - July 2008
Skills
MySQL, System Administration, Apache, Windows Server, Windows, VMware, Virtualization, PHP, Red Hat Linux, TCP/IP, Operating Systems, Bash, SQL, Firewalls, Canadian Securities..., Conduct and Practice..., Linux, Software Documentation
Education
York University 2006 — 2010
Economics
McGill University 1994 — 1996
Freshman, Faculty of Arts and Sciences
IDAP
Hgh School, Option: Math-Physics
Investment Planning Counsel May 2012 - Present
RBC March 2010 - May 2011
Manulife Securities June 2009 - December 2009
BMO Nesbitt Burns June 2003 - July 2008
Skills
MySQL, System Administration, Apache, Windows Server, Windows, VMware, Virtualization, PHP, Red Hat Linux, TCP/IP, Operating Systems, Bash, SQL, Firewalls, Canadian Securities..., Conduct and Practice..., Linux, Software Documentation
Education
York University 2006 — 2010
Economics
McGill University 1994 — 1996
Freshman, Faculty of Arts and Sciences
IDAP
Hgh School, Option: Math-Physics
Stephanie Lockhart's BMO Nesbitt Burns Experience 1995 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns 1995 - Present
Education
Huron University College 1984 — 1987
B.A.
BMO Nesbitt Burns 1995 - Present
Education
Huron University College 1984 — 1987
B.A.
Charles Peebles's BMO Nesbitt Burns Experience 1994 - Present
Job Vice President at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns 1994 - Present
Credit Suisse Canada 1980 - 1994
Ernst & Young 1973 - 1980
Skills
Investment Strategies, Wealth Management, Investments, Portfolio Management, Equities, Investment Advisory, Mutual Funds
Education
Ivey Business School at Western University 1968 — 1972
HBA, Honours of Business Administration
Institute of Chartered Accountants of Ontario
CA
BMO Nesbitt Burns 1994 - Present
Credit Suisse Canada 1980 - 1994
Ernst & Young 1973 - 1980
Skills
Investment Strategies, Wealth Management, Investments, Portfolio Management, Equities, Investment Advisory, Mutual Funds
Education
Ivey Business School at Western University 1968 — 1972
HBA, Honours of Business Administration
Institute of Chartered Accountants of Ontario
CA
Janet Griffin's BMO Nesbitt Burns Experience 1988 - 2004
Job Corporate Director, Independent Financial Services Professional
Industry Financial Services
Experience
Queensborough Advisory Services Chair, Finance, Audit & Governance Committee; Member, Board of DirectorsEnergate Inc.2010 - Present
Comprehensive Care International 2004 - 2010
BMO Nesbitt Burns 1988 - 2004
Skills
Strategic Planning, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1986 — 1988
Master of Business Administration (M.B.A.) (1988)
The University of Western Ontario
Bachelor of Applied Science (B.A.Sc.), Chemistry
Queensborough Advisory Services Chair, Finance, Audit & Governance Committee; Member, Board of DirectorsEnergate Inc.2010 - Present
Comprehensive Care International 2004 - 2010
BMO Nesbitt Burns 1988 - 2004
Skills
Strategic Planning, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1986 — 1988
Master of Business Administration (M.B.A.) (1988)
The University of Western Ontario
Bachelor of Applied Science (B.A.Sc.), Chemistry
Elias Cord's BMO Nesbitt Burns Experience January 2009 - Present
Job Investment Advisor BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns January 2009 - Present
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Investment Management, Customer Service, Finance, Equities, Financial Analysis, Leadership, Management
Education
Huron University College 2002 — 2006
Honours B.A., Economics
BMO Nesbitt Burns January 2009 - Present
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Investment Management, Customer Service, Finance, Equities, Financial Analysis, Leadership, Management
Education
Huron University College 2002 — 2006
Honours B.A., Economics
Mark Tinnerman's BMO Nesbitt Burns Experience 1986 - Present
Job Senior Vice President, Portfolio Manager at BMO Nesbitt Burns
Industry Investment Banking
Experience
BMO Nesbitt Burns 1986 - Present
Skills
Retirement Planning, Investments, Portfolio Management, Estate Planning, Strategic Financial...
Education
The Heritage Institute
Heritage Design Professional
Financial Planners Standards Council
CFP, Certified Financial Planner
The University of Western Ontario - Richard Ivey School of Business
Leadership Program
Chartered Life Underwriter (CLU)
The University of Western Ontario
Bachelor of Arts (B.A.), Economics and Finance
BMO Nesbitt Burns 1986 - Present
Skills
Retirement Planning, Investments, Portfolio Management, Estate Planning, Strategic Financial...
Education
The Heritage Institute
Heritage Design Professional
Financial Planners Standards Council
CFP, Certified Financial Planner
The University of Western Ontario - Richard Ivey School of Business
Leadership Program
Chartered Life Underwriter (CLU)
The University of Western Ontario
Bachelor of Arts (B.A.), Economics and Finance
Darren Fink's BMO Nesbitt Burns Experience May 2005 - November 2005
Job Financial Analyst at Sun Microsystems
Industry Computer Hardware
Experience
Sun Microsystems January 2008 - April 2009
Computer Methods International Corp May 2007 - November 2007
State Street April 2006 - April 2007
BMO - Nesbitt Burns May 2005 - November 2005
TD Securities February 2005 - May 2005
Skills
Accounting, Forecasting, Financial Analysis, Finance
Education
McGill University
Bachelor of Commerce, Major Finance
The Australian National University
Finance
Sun Microsystems January 2008 - April 2009
Computer Methods International Corp May 2007 - November 2007
State Street April 2006 - April 2007
BMO - Nesbitt Burns May 2005 - November 2005
TD Securities February 2005 - May 2005
Skills
Accounting, Forecasting, Financial Analysis, Finance
Education
McGill University
Bachelor of Commerce, Major Finance
The Australian National University
Finance
Debbie Matters's BMO Nesbitt Burns Experience March 1998 - March 2000
Job Communication Expert at Your Communication Matters Inc. (416 979 3330)
Industry Professional Training & Coaching
Experience
Your Communication Matters September 2008 - Present
Bayer HealthCare January 2006 - September 2008
Berlex Canada March 2002 - December 2005
BMO Nesbitt Burns March 1998 - March 2000
Public School Board September 1993 - June 1996
Skills
Leadership Development, Presentation Coaching, Training, Public Speaking, Coaching, Marketing Communications, Team Building, Strategic Planning, Executive Coaching, Marketing Strategy, Workshop Facilitation, Leadership, Organizational..., Event Planning, Entrepreneurship, Personal Development, Strategic Communications, Public Relations, Event Management, Fundraising, Training Delivery, Employee Training, Corporate Communications, Small Business, Conflict Resolution, Strategy, Emotional Intelligence, Staff Development, Editing, Business Coaching, Internal Communications, Social Networking, Nonprofits
Education
St. Francis Xavier University 2013 — 2015
Master of Adult Education, Conflict Management / Transformative Learning
Humber College 1997 — 1997
Post Graduate Certificate, Public Relations
Université Sainte-Anne 1991 — 1993
BEd, French as Second Language
University of Prince Edward Island 1986 — 1991
BA, Modern Languages
Your Communication Matters September 2008 - Present
Bayer HealthCare January 2006 - September 2008
Berlex Canada March 2002 - December 2005
BMO Nesbitt Burns March 1998 - March 2000
Public School Board September 1993 - June 1996
Skills
Leadership Development, Presentation Coaching, Training, Public Speaking, Coaching, Marketing Communications, Team Building, Strategic Planning, Executive Coaching, Marketing Strategy, Workshop Facilitation, Leadership, Organizational..., Event Planning, Entrepreneurship, Personal Development, Strategic Communications, Public Relations, Event Management, Fundraising, Training Delivery, Employee Training, Corporate Communications, Small Business, Conflict Resolution, Strategy, Emotional Intelligence, Staff Development, Editing, Business Coaching, Internal Communications, Social Networking, Nonprofits
Education
St. Francis Xavier University 2013 — 2015
Master of Adult Education, Conflict Management / Transformative Learning
Humber College 1997 — 1997
Post Graduate Certificate, Public Relations
Université Sainte-Anne 1991 — 1993
BEd, French as Second Language
University of Prince Edward Island 1986 — 1991
BA, Modern Languages
Patrick French's BMO Nesbitt Burns Experience 2011 - Present
Job Director, Financial and Retirement Planning and Equity and Fixed Income Marketing at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2013 - Present
BMO Nesbitt Burns 2011 - Present
BMO Nesbitt Burns 2007 - 2011
BMO Nesbitt Burns 2006 - 2007
BMO Nesbitt Burns 2003 - 2006
BMO Nesbitt Burns 2002 - 2003
BMO Nesbitt Burns 2000 - 2002
Synergy Mutual Funds January 2000 - July 2000
BMO Nesbitt Burns 1997 - 2000
Skills
Investments, Investment Advisory, Retirement, Wealth Management, Mutual Funds, ETFs, Investment Strategies, Wealth, Securities, Asset Management, Asset Allocation, Capital Markets, Portfolio Management, Structured Products, Alternative Investments, Investment Management, Retirement Planning, Fixed Income, Finance, Financial Advisory, Bonds, Financial Services
Education
Lakehead University 1993 — 1997
HB Comm, Commerce
Edward Jones April 2013 - Present
BMO Nesbitt Burns 2011 - Present
BMO Nesbitt Burns 2007 - 2011
BMO Nesbitt Burns 2006 - 2007
BMO Nesbitt Burns 2003 - 2006
BMO Nesbitt Burns 2002 - 2003
BMO Nesbitt Burns 2000 - 2002
Synergy Mutual Funds January 2000 - July 2000
BMO Nesbitt Burns 1997 - 2000
Skills
Investments, Investment Advisory, Retirement, Wealth Management, Mutual Funds, ETFs, Investment Strategies, Wealth, Securities, Asset Management, Asset Allocation, Capital Markets, Portfolio Management, Structured Products, Alternative Investments, Investment Management, Retirement Planning, Fixed Income, Finance, Financial Advisory, Bonds, Financial Services
Education
Lakehead University 1993 — 1997
HB Comm, Commerce
Russ Fromm's BMO Nesbitt Burns Experience July 1990 - July 2000
Job *
Industry Financial Services
Experience
Fromm Development Inc June 2008 - Present
Fromm Inc May 2008 - Present
Hampton Securities August 2000 - May 2008
BMO Nesbitt Burns July 1990 - July 2000
Prudential Bache Securities July 1983 - June 1990
Skills
Marketing Strategy, Investments, Equities, New Business Development, Real Estate, Investment Properties, Mergers & Acquisitions, Trading, Securities, Financial Markets, Financial Analysis
Education
Loyalist College
Fromm Development Inc June 2008 - Present
Fromm Inc May 2008 - Present
Hampton Securities August 2000 - May 2008
BMO Nesbitt Burns July 1990 - July 2000
Prudential Bache Securities July 1983 - June 1990
Skills
Marketing Strategy, Investments, Equities, New Business Development, Real Estate, Investment Properties, Mergers & Acquisitions, Trading, Securities, Financial Markets, Financial Analysis
Education
Loyalist College
Stephan Yazedjian's BMO Nesbitt Burns Experience August 1997 - October 2001
Job Partner
Industry Financial Services
Experience
SEEA Capital August 2009 - Present
Tenrox January 2009 - February 2012
Groupe conseil OSI June 2005 - December 2009
Mecachrome September 2003 - March 2009
Scotiabank January 2002 - May 2003
BMO Nesbitt Burns August 1997 - October 2001
Ernst & Young Corporate Finance August 1995 - August 1997
MNP (Richard Wise Valuation Services) June 1993 - May 1995
Grant Thornton LLP June 1989 - June 1992
Skills
Corporate Finance, Restructuring, Investment banking, Mergers & Acquisitions, Business Valuation, Financial Structuring, Private Equity, Investments, Financial Services, M&A experience, Venture Capital, Corporate Development, Financial Analysis, Acquisition Integration, Risk Management, Structured Finance, Valuation, Investor Relations, Finance, Strategy, Managerial Finance, Investment Banking
Education
CA, CPA, MBA, CBV 1993 — 1996
CBV, Business Valuation
American Institute of Certified Public Accountants 1993 — 1993
CPA, Accounting
McGill University 1992 — 1992
MBA, Finance & Marketing
McGill University 1986 — 1989
CA, accounting
SEEA Capital August 2009 - Present
Tenrox January 2009 - February 2012
Groupe conseil OSI June 2005 - December 2009
Mecachrome September 2003 - March 2009
Scotiabank January 2002 - May 2003
BMO Nesbitt Burns August 1997 - October 2001
Ernst & Young Corporate Finance August 1995 - August 1997
MNP (Richard Wise Valuation Services) June 1993 - May 1995
Grant Thornton LLP June 1989 - June 1992
Skills
Corporate Finance, Restructuring, Investment banking, Mergers & Acquisitions, Business Valuation, Financial Structuring, Private Equity, Investments, Financial Services, M&A experience, Venture Capital, Corporate Development, Financial Analysis, Acquisition Integration, Risk Management, Structured Finance, Valuation, Investor Relations, Finance, Strategy, Managerial Finance, Investment Banking
Education
CA, CPA, MBA, CBV 1993 — 1996
CBV, Business Valuation
American Institute of Certified Public Accountants 1993 — 1993
CPA, Accounting
McGill University 1992 — 1992
MBA, Finance & Marketing
McGill University 1986 — 1989
CA, accounting
Jin Zhou, CFA, MBA's BMO Nesbitt Burns Experience August 2013 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns August 2013 - Present
RBC Dominion Securities December 2006 - August 2013
Education
McGill University 2000 — 2002
MBA, Finance
BMO Nesbitt Burns August 2013 - Present
RBC Dominion Securities December 2006 - August 2013
Education
McGill University 2000 — 2002
MBA, Finance
Timur Belir's BMO Nesbitt Burns Experience July 2009 - April 2010
Job Marketing Coordinator, Student
Industry Financial Services
Experience
FOCAL Small Business Solutions September 2011 - Present
BMO Nesbitt Burns July 2009 - April 2010
RONA February 2007 - December 2009
Education
Humber College 2006 — 2010
Business Administration, Accounting/Finance
University of Guelph 2006 — 2010
Business Administration, Accounting/Finance
FOCAL Small Business Solutions September 2011 - Present
BMO Nesbitt Burns July 2009 - April 2010
RONA February 2007 - December 2009
Education
Humber College 2006 — 2010
Business Administration, Accounting/Finance
University of Guelph 2006 — 2010
Business Administration, Accounting/Finance
Sébastien Beach's BMO Nesbitt Burns Experience June 2009 - August 2009
Job Analyst Valuation and Advisory Services at ColliersInternational
Industry Real Estate
Experience
Colliers International Canada April 2014 - Present
MacKenzie, Ray, Heron & Edwardh March 2012 - March 2013
MacKenzie, Ray, Heron & Edwardh March 2012 - February 2013
BMO Nesbitt Burns June 2009 - August 2009
Royal LePage October 2004 - February 2005
Skills
Appraisals, Commercial Real Estate, Investments, Real Estate Economics, Commercial Real Estate..., Real Estate Transactions, Research, Organization, Microsoft Excel, Customer Service, Microsoft Word
Education
The University of British Columbia 2012 — 2014
Post-Graduate Certificate in Real Property Valuation
Ivey Business School at Western University 2008 — 2010
Bachelor of Arts, Honours Business Administration, finance
Western University 2006 — 2008
Bachelor’s Managerial and Organizational Studies, Managerial and Organizational Studies; Finance
Colliers International Canada April 2014 - Present
MacKenzie, Ray, Heron & Edwardh March 2012 - March 2013
MacKenzie, Ray, Heron & Edwardh March 2012 - February 2013
BMO Nesbitt Burns June 2009 - August 2009
Royal LePage October 2004 - February 2005
Skills
Appraisals, Commercial Real Estate, Investments, Real Estate Economics, Commercial Real Estate..., Real Estate Transactions, Research, Organization, Microsoft Excel, Customer Service, Microsoft Word
Education
The University of British Columbia 2012 — 2014
Post-Graduate Certificate in Real Property Valuation
Ivey Business School at Western University 2008 — 2010
Bachelor of Arts, Honours Business Administration, finance
Western University 2006 — 2008
Bachelor’s Managerial and Organizational Studies, Managerial and Organizational Studies; Finance
daniela nincic's BMO Nesbitt Burns Experience February 2009 - September 2011
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2011 - Present
BMO Nesbitt Burns February 2009 - September 2011
Edward Jones April 2000 - January 2008
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Annuities
Education
Canadian Securities Institute 2010 — 2010
WME, Wealth Management
Canadian Securities Institute 2009 — 2009
LLQP, LLQP Provincial Licence
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Humber College 1998 — 2000
Business Management Program
Edward Jones September 2011 - Present
BMO Nesbitt Burns February 2009 - September 2011
Edward Jones April 2000 - January 2008
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Annuities
Education
Canadian Securities Institute 2010 — 2010
WME, Wealth Management
Canadian Securities Institute 2009 — 2009
LLQP, LLQP Provincial Licence
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Humber College 1998 — 2000
Business Management Program
Allan Castledine's BMO Nesbitt Burns Experience 1990 - Present
Job Vice President at Bank Owned Investment Firm
Industry Financial Services
Experience
Bank Owned Investment Firm April 1990 - Present
BMO Nesbitt Burns 1990 - Present
Skills
Wealth Management, Retirement Planning, Investments, Equities, Financial Analysis, Investment Strategies, Estate Planning, Banking, Risk Management, Mutual Funds, Portfolio Management, Strategic Financial..., Investment Advisory, Credit
Education
McGill University 1945 — 1948
B COM, Economics and Accounting
Bank Owned Investment Firm April 1990 - Present
BMO Nesbitt Burns 1990 - Present
Skills
Wealth Management, Retirement Planning, Investments, Equities, Financial Analysis, Investment Strategies, Estate Planning, Banking, Risk Management, Mutual Funds, Portfolio Management, Strategic Financial..., Investment Advisory, Credit
Education
McGill University 1945 — 1948
B COM, Economics and Accounting
Anna Competrini's BMO Nesbitt Burns Experience Associate Portfolio ManagerBMO Nesbitt BurnsJanuary 2014 - Present
Job Associate Portfolio Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns Associate Portfolio ManagerBMO Nesbitt BurnsJanuary 2014 - Present
Skills
Investment Advisory, Investment Strategies, Mutual Funds, Retirement Planning, Wealth Management, Asset Management, Financial Planning, Equities, Investments, Asset Allocation
Education
Laurentian University/Université Laurentienne
Bachelor’s Degree, Science
BMO Nesbitt Burns Associate Portfolio ManagerBMO Nesbitt BurnsJanuary 2014 - Present
Skills
Investment Advisory, Investment Strategies, Mutual Funds, Retirement Planning, Wealth Management, Asset Management, Financial Planning, Equities, Investments, Asset Allocation
Education
Laurentian University/Université Laurentienne
Bachelor’s Degree, Science
Mario (Jia Yi) Xu's BMO Nesbitt Burns Experience May 2014 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns May 2014 - Present
BMO Financial Group October 2011 - May 2014
Statistics Canada January 2011 - October 2011
Philex Distribution Shanghai Co., Ltd. January 2009 - May 2010
Philex Distribution Shanghai Co., Ltd. April 2007 - January 2009
GWA International Limited October 2005 - April 2007
Education
McMaster University 2001 — 2005
Engineering, Chemical Engineering
BMO Nesbitt Burns May 2014 - Present
BMO Financial Group October 2011 - May 2014
Statistics Canada January 2011 - October 2011
Philex Distribution Shanghai Co., Ltd. January 2009 - May 2010
Philex Distribution Shanghai Co., Ltd. April 2007 - January 2009
GWA International Limited October 2005 - April 2007
Education
McMaster University 2001 — 2005
Engineering, Chemical Engineering
Tania Fago, CFA's BMO Nesbitt Burns Experience February 1998 - December 1999
Job Senior Sales Executive at Calypso Technology
Industry Financial Services
Experience
Calypso Technology November 2012 - Present
Kanerai November 2010 - November 2012
Quantifi, Inc. March 2010 - August 2010
Fitch Ratings June 2002 - December 2008
Lehman Brothers June 2000 - May 2002
BMO Nesbitt Burns February 1998 - December 1999
Skills
Fixed Income, Structured Finance
Education
Ivey Business School at Western University 1994 — 1996
MBA & HBA
Calypso Technology November 2012 - Present
Kanerai November 2010 - November 2012
Quantifi, Inc. March 2010 - August 2010
Fitch Ratings June 2002 - December 2008
Lehman Brothers June 2000 - May 2002
BMO Nesbitt Burns February 1998 - December 1999
Skills
Fixed Income, Structured Finance
Education
Ivey Business School at Western University 1994 — 1996
MBA & HBA
Charlene Redmond's BMO Nesbitt Burns Experience June 1994 - March 1999
Job Enrollment Service Assoicate at Hallmark Services Corporation
Industry Staffing and Recruiting
Experience
Hallmark Services Corporation December 2009 - Present
Aerotek Professional Services Data Entry ClerkAerotek Professional ServicesDecember 2009 - Present
Accuity September 2006 - March 2009
Chicago Youth Centers October 2002 - September 2006
City of Chicago April 2002 - October 2002
BMO Nesbitt Burns June 1994 - March 1999
Skills
Access, Customer Service, Data Entry, Databases, General Ledger, Invoicing, Microsoft Excel, Microsoft Office, Nonprofits, Outlook, Payroll, Policy, Telephone Skills
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Bachelor's degree, Technical Management/Accounting, Senior
Northwestern College 2008 — 2010
Associate, Business Administration
Northwestern University 2008 — 2010
Associate, Business Administration
Hallmark Services Corporation December 2009 - Present
Aerotek Professional Services Data Entry ClerkAerotek Professional ServicesDecember 2009 - Present
Accuity September 2006 - March 2009
Chicago Youth Centers October 2002 - September 2006
City of Chicago April 2002 - October 2002
BMO Nesbitt Burns June 1994 - March 1999
Skills
Access, Customer Service, Data Entry, Databases, General Ledger, Invoicing, Microsoft Excel, Microsoft Office, Nonprofits, Outlook, Payroll, Policy, Telephone Skills
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Bachelor's degree, Technical Management/Accounting, Senior
Northwestern College 2008 — 2010
Associate, Business Administration
Northwestern University 2008 — 2010
Associate, Business Administration
William Quinteros's BMO Nesbitt Burns Experience January 1997 - January 1999
Job Sales Professional
Industry Business Supplies and Equipment
Experience
Itemex Corporation 2006-2011 June 2009 - February 2011
Itemex Corporation June 2006 - July 2008
Petcare Insurance December 2004 - December 2005
Celebrity Cruise Lines December 2002 - October 2003
Chrysler Canada Inc January 1998 - January 2003
Fanuil Group January 1999 - January 2002
BMO Nesbitt Burns January 1997 - January 1999
Education
Humber College 2000 — 2002
General Arts and Science (2 year program), English, Philosophy, Logical Thinking...
Ryerson University
Bachelor of Arts, Politics and Governance
St Thomas Aquinas Secondary
Itemex Corporation 2006-2011 June 2009 - February 2011
Itemex Corporation June 2006 - July 2008
Petcare Insurance December 2004 - December 2005
Celebrity Cruise Lines December 2002 - October 2003
Chrysler Canada Inc January 1998 - January 2003
Fanuil Group January 1999 - January 2002
BMO Nesbitt Burns January 1997 - January 1999
Education
Humber College 2000 — 2002
General Arts and Science (2 year program), English, Philosophy, Logical Thinking...
Ryerson University
Bachelor of Arts, Politics and Governance
St Thomas Aquinas Secondary
Robert Spector's BMO Nesbitt Burns Experience February 1998 - April 2000
Job Investment Officer MFS
Industry Investment Management
Experience
MFS Investment Management March 2005 - Present
Merrill Lynch Canada November 2002 - February 2005
Merrill Lynch Canada May 2000 - November 2002
BMO Nesbitt Burns February 1998 - April 2000
BCA Research June 1993 - January 1998
Skills
Economics, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Equities, Asset Management, Asset Allocation, Asset Managment, Bloomberg, Relationship Management, Equity Trading, High Net Worth...
Education
The University of Western Ontario 1992 — 1993
MA, Economics
McGill University 1989 — 1992
B.A., Economics
MFS Investment Management March 2005 - Present
Merrill Lynch Canada November 2002 - February 2005
Merrill Lynch Canada May 2000 - November 2002
BMO Nesbitt Burns February 1998 - April 2000
BCA Research June 1993 - January 1998
Skills
Economics, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Equities, Asset Management, Asset Allocation, Asset Managment, Bloomberg, Relationship Management, Equity Trading, High Net Worth...
Education
The University of Western Ontario 1992 — 1993
MA, Economics
McGill University 1989 — 1992
B.A., Economics
Gino Martone's BMO Nesbitt Burns Experience September 1993 - August 1998
Job Founder, Principal, Bolton Capital Canada Inc.
Industry Investment Management
Experience
Bolton Capital Canada Inc. November 2013 - Present
BMO Capital Markets January 2005 - November 2013
BMO Capital Markets January 2001 - January 2005
BMO Capital Markets August 1998 - April 2001
BMO Nesbitt Burns September 1993 - August 1998
Credit Suisse First Boston Canada June 1988 - September 1993
Skills
CFA, Chartered Accountant, Chartered Financial..., Capital Markets, Derivatives, Equities, Hedge Funds, Structured Products, Investments, Fixed Income, Equity Derivatives, Investment Banking, Bloomberg, Financial Services, Alternative Investments, Portfolio Management, Asset Management, Financial Modeling
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2004
Honors Business Administration
Bolton Capital Canada Inc. November 2013 - Present
BMO Capital Markets January 2005 - November 2013
BMO Capital Markets January 2001 - January 2005
BMO Capital Markets August 1998 - April 2001
BMO Nesbitt Burns September 1993 - August 1998
Credit Suisse First Boston Canada June 1988 - September 1993
Skills
CFA, Chartered Accountant, Chartered Financial..., Capital Markets, Derivatives, Equities, Hedge Funds, Structured Products, Investments, Fixed Income, Equity Derivatives, Investment Banking, Bloomberg, Financial Services, Alternative Investments, Portfolio Management, Asset Management, Financial Modeling
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2004
Honors Business Administration
Lori Kilburn's BMO Nesbitt Burns Experience October 1999 - Present
Job Vice President & Portfolio Manager at Kilburn Coxford Wealth Management Group, BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns October 1999 - Present
RBC Dominion Securities October 1993 - October 1999
Investor's Business Daily September 1990 - October 1992
Skills
Portfolio Management, Tax Minimization..., Estate Planning, Retirement Planning, Capital Markets Access, Charitable & Planning..., Critical Illness..., Disability Insurance, Individual Pension..., Insurance Strategies..., Long-Term Care Insurance, Private Banking, Retirement Compensation...
Education
Loyola Marymount University 1989 — 1991
MBA, Finance
UCLA 1986 — 1988
Bachelor of Arts, Political Science
Thousand Oaks High School
Thousand Oaks High School
BMO Nesbitt Burns October 1999 - Present
RBC Dominion Securities October 1993 - October 1999
Investor's Business Daily September 1990 - October 1992
Skills
Portfolio Management, Tax Minimization..., Estate Planning, Retirement Planning, Capital Markets Access, Charitable & Planning..., Critical Illness..., Disability Insurance, Individual Pension..., Insurance Strategies..., Long-Term Care Insurance, Private Banking, Retirement Compensation...
Education
Loyola Marymount University 1989 — 1991
MBA, Finance
UCLA 1986 — 1988
Bachelor of Arts, Political Science
Thousand Oaks High School
Thousand Oaks High School
Spencer Gonchar's BMO Nesbitt Burns Experience June 2013 - August 2013
Job MD Financial Management
Industry Financial Services
Experience
MD Financial Management January 2014 - Present
BMO Nesbitt Burns June 2013 - August 2013
TD May 2011 - May 2013
Skills
Business Analysis, Group Dynamics, Communication, Microsoft Excel, Microsoft Office, Canadian Securities..., Conduct and Practise..., Credit, Training, Banking, Time Management, AML, Securities, Retail Banking, Finance, Data Analysis, Lines Of Credit, PowerPoint, Deposits, Relationship Management, Cross Selling, Consumer Lending, Small Business Lending, Management, Mutual Funds, Equities, Financial Markets, Commercial Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Analysis
Education
University of Guelph 2009 — 2013
Bachelor of Business Administration (BBA) with Honors, Finance, General
Humber College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
MD Financial Management January 2014 - Present
BMO Nesbitt Burns June 2013 - August 2013
TD May 2011 - May 2013
Skills
Business Analysis, Group Dynamics, Communication, Microsoft Excel, Microsoft Office, Canadian Securities..., Conduct and Practise..., Credit, Training, Banking, Time Management, AML, Securities, Retail Banking, Finance, Data Analysis, Lines Of Credit, PowerPoint, Deposits, Relationship Management, Cross Selling, Consumer Lending, Small Business Lending, Management, Mutual Funds, Equities, Financial Markets, Commercial Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Analysis
Education
University of Guelph 2009 — 2013
Bachelor of Business Administration (BBA) with Honors, Finance, General
Humber College 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Peter Wayne's BMO Nesbitt Burns Experience January 1996 - January 2012
Job Managing Director at High Finance Recruiting
Industry Financial Services
Experience
BMO Nesbitt Burns January 1996 - January 2012
Skills
Investment Management, Accounting, Financial Modeling, Financial Analysis, Financial Statements, Financial Statement...
Education
Ivey Business School at Western University 1992 — 1996
HBA, Finance
BMO Nesbitt Burns January 1996 - January 2012
Skills
Investment Management, Accounting, Financial Modeling, Financial Analysis, Financial Statements, Financial Statement...
Education
Ivey Business School at Western University 1992 — 1996
HBA, Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.