BMO Nesbitt Burns
Industry: Financial services company
DescriptionBMO Nesbitt Burns is a part of BMO Financial Group. It is a full-service investment firm with approximately 1,300 investment advisors at 70 branches across Canada. The origins of BMO Nesbitt Burns' predecessor firms date back to 1912. Parent organization: Bank of Montreal Headquarters: Toronto, Canada Founded: 1912 Predecessor: Nesbitt, Thomson & Co., Burns Fry Subsidiaries: BMO Nesbitt Burns Securities Ltd.,
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BMO Nesbitt Burns Employees
Employee
Years
Job
Industry
Olivier P Martinez Olivier P Martinez's BMO Nesbitt Burns Experience January 1999 - July 2001
Job Tax Preparer at Karen Einberger Tax Preparation Services
Industry Accounting
Experience
Karen Einberger Tax Preparation Services November 2014 - Present
Farmers Insurance July 2013 - January 2014
Aflac July 2013 - January 2014
Martinez Consulting. October 2003 - January 2013
SGAM AM Alternative Investment 2005 - 2007
BMO Nesbitt Burns January 1999 - July 2001
Caisse centrale des Banques populaires 1996 - 1998
Education
Sciences Po Paris 2002 — 2003
Master of Applied Economics
CERAM Sophia Antipolis 1995 — 1996
Master of Financial Management
University of Nice, Business Administration School (IAE), Nice France 1995 — 1996
Master of Business Administration (MBA)
Université Paris - Val-de-Marne (Paris XII) 1993 — 1995
Bachelor of Management Information Systems
Karen Einberger Tax Preparation Services November 2014 - Present
Farmers Insurance July 2013 - January 2014
Aflac July 2013 - January 2014
Martinez Consulting. October 2003 - January 2013
SGAM AM Alternative Investment 2005 - 2007
BMO Nesbitt Burns January 1999 - July 2001
Caisse centrale des Banques populaires 1996 - 1998
Education
Sciences Po Paris 2002 — 2003
Master of Applied Economics
CERAM Sophia Antipolis 1995 — 1996
Master of Financial Management
University of Nice, Business Administration School (IAE), Nice France 1995 — 1996
Master of Business Administration (MBA)
Université Paris - Val-de-Marne (Paris XII) 1993 — 1995
Bachelor of Management Information Systems
Gord Brandt Gord Brandt's BMO Nesbitt Burns Experience March 1997 - April 2002
Job Consultant at Feldman Daxon Partners Inc.
Industry Human Resources
Experience
Feldman Daxon Partners Inc. 2008 - Present
OMERS September 2007 - November 2008
Rockwater Capital/Blackmont Capital September 2002 - June 2007
BMO Nesbitt Burns March 1997 - April 2002
Kinross Gold Corporation 2002 - 2002
Loyalty Management Group Ltd. 1993 - 1996
Unitel Communications (now MTS Allstream) April 1992 - September 1994
Loblaw Companies Limited 1983 - 1992
Skills
Executive Search, Executive Coaching, Executive Management, Training, Strategy, Start-ups, Management Consulting, Management, Financial Services, Employee Training, Consulting, Job Coaching, Interviews, Business Development, Capital Markets, Team Management, Executive Development, Asset Management, Motivational..., Asset Managment, Governance, Risk Management, Finance, Business Planning, Investments, Business Transformation, Analysis, Business Analysis, Banking, Business Process..., Vendor Management, Job Evaluation, Culture Change, 360 Feedback, Strategic HR, Management Development, Career Transition..., Human Resources, Outplacement, Career Transition..., Career Counseling, Leadership
Education
Ryerson University 1979 — 1983
BAA, Urban and Regional Planning
Feldman Daxon Partners Inc. 2008 - Present
OMERS September 2007 - November 2008
Rockwater Capital/Blackmont Capital September 2002 - June 2007
BMO Nesbitt Burns March 1997 - April 2002
Kinross Gold Corporation 2002 - 2002
Loyalty Management Group Ltd. 1993 - 1996
Unitel Communications (now MTS Allstream) April 1992 - September 1994
Loblaw Companies Limited 1983 - 1992
Skills
Executive Search, Executive Coaching, Executive Management, Training, Strategy, Start-ups, Management Consulting, Management, Financial Services, Employee Training, Consulting, Job Coaching, Interviews, Business Development, Capital Markets, Team Management, Executive Development, Asset Management, Motivational..., Asset Managment, Governance, Risk Management, Finance, Business Planning, Investments, Business Transformation, Analysis, Business Analysis, Banking, Business Process..., Vendor Management, Job Evaluation, Culture Change, 360 Feedback, Strategic HR, Management Development, Career Transition..., Human Resources, Outplacement, Career Transition..., Career Counseling, Leadership
Education
Ryerson University 1979 — 1983
BAA, Urban and Regional Planning
Constantin Tanurkov Constantin Tanurkov's BMO Nesbitt Burns Experience February 2011 - May 2012
Job Senior Developer / Application Architect at CPP Investment Board
Industry Financial Services
Experience
CPP Investment Board June 2012 - Present
Planovators November 2008 - Present
BMO Nesbitt Burns February 2011 - May 2012
TD Waterhouse September 2010 - January 2011
RBC Capital Markets November 2009 - September 2010
RBC Capital Markets May 2007 - October 2008
MTO January 2007 - March 2007
CGI October 2006 - January 2007
CIBC May 2006 - October 2006
eFocusWorks Inc May 2005 - May 2006
Skills
Java, Java Enterprise Edition, Web Development, JSF, Wealth Management, jQuery, jQuery Mobile, GWT, Personal Financial..., Web Services, Capital Markets, Integration, Web Technologies, Databases, SQL, Spring, Websphere, SDLC, Testing, Agile Methodologies, Weblogic, Software Development, REST, Trading Systems, Hibernate, Sybase, Enterprise Architecture, JMS, WebSphere
Education
Canadian Securities Course 2007 — 2007
Sun Certified Architect 2005 — 2005
Sun Certified Programmer 2003 — 2003
Plovdivski universitet 'Paisii Hilendarski' 1995 — 2000
Masters
CPP Investment Board June 2012 - Present
Planovators November 2008 - Present
BMO Nesbitt Burns February 2011 - May 2012
TD Waterhouse September 2010 - January 2011
RBC Capital Markets November 2009 - September 2010
RBC Capital Markets May 2007 - October 2008
MTO January 2007 - March 2007
CGI October 2006 - January 2007
CIBC May 2006 - October 2006
eFocusWorks Inc May 2005 - May 2006
Skills
Java, Java Enterprise Edition, Web Development, JSF, Wealth Management, jQuery, jQuery Mobile, GWT, Personal Financial..., Web Services, Capital Markets, Integration, Web Technologies, Databases, SQL, Spring, Websphere, SDLC, Testing, Agile Methodologies, Weblogic, Software Development, REST, Trading Systems, Hibernate, Sybase, Enterprise Architecture, JMS, WebSphere
Education
Canadian Securities Course 2007 — 2007
Sun Certified Architect 2005 — 2005
Sun Certified Programmer 2003 — 2003
Plovdivski universitet 'Paisii Hilendarski' 1995 — 2000
Masters
Lindsay Liptok Lindsay Liptok's BMO Nesbitt Burns Experience 2007 - 2008
Job Senior Marketing Manager at Uber
Industry Information Technology and Services
Experience
Uber July 2015 - Present
Oracle June 2014 - July 2015
Oracle March 2013 - May 2014
McAfee, An Intel Company August 2012 - March 2013
McAfee, An Intel Company June 2009 - August 2012
BMO Nesbitt Burns 2007 - 2008
Skills
Marketing Strategy, Management, Field Marketing, Multi-channel Marketing, B2B Marketing, Marketing Communications, Budgets, Customer Events, Cross-functional..., User Groups, Software Marketing, Creative Writing, Channel Marketing, Budget Management, Speaker Management, Onsite Management, Marketing ROI, Marketing Automation, Demand Generation
Education
Ryerson University 2009 — 2012
Certificate, Fashion Coordination and Styling
The University of Western Ontario 2005 — 2009
Bachelor of Management and Organizational Studies
Uber July 2015 - Present
Oracle June 2014 - July 2015
Oracle March 2013 - May 2014
McAfee, An Intel Company August 2012 - March 2013
McAfee, An Intel Company June 2009 - August 2012
BMO Nesbitt Burns 2007 - 2008
Skills
Marketing Strategy, Management, Field Marketing, Multi-channel Marketing, B2B Marketing, Marketing Communications, Budgets, Customer Events, Cross-functional..., User Groups, Software Marketing, Creative Writing, Channel Marketing, Budget Management, Speaker Management, Onsite Management, Marketing ROI, Marketing Automation, Demand Generation
Education
Ryerson University 2009 — 2012
Certificate, Fashion Coordination and Styling
The University of Western Ontario 2005 — 2009
Bachelor of Management and Organizational Studies
Carmen Phillips PFP, FMA Carmen Phillips PFP, FMA's BMO Nesbitt Burns Experience 2013 - Present
Job Investment Advisor & Financial Planner
Industry Financial Services
Experience
BMO Nesbitt Burns 2013 - Present
BMO Financial Group November 2005 - November 2013
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Portfolio Management, Investments, Investment Advisory, Investment Strategies, Financial Advisory, Banking, Wealth, Asset Allocation, Financial Services, Estate Planning, Financial Planning, Securities, High Net Worth...
Education
CSI
Professional Financial Planner
CSI
Financial Management Advisor
Northern Alberta Institute of Technology
Finance Diploma
BMO Nesbitt Burns 2013 - Present
BMO Financial Group November 2005 - November 2013
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Portfolio Management, Investments, Investment Advisory, Investment Strategies, Financial Advisory, Banking, Wealth, Asset Allocation, Financial Services, Estate Planning, Financial Planning, Securities, High Net Worth...
Education
CSI
Professional Financial Planner
CSI
Financial Management Advisor
Northern Alberta Institute of Technology
Finance Diploma
Pat Mazza Pat Mazza's BMO Nesbitt Burns Experience August 2013 - December 2013
Job Tele Partner Sales Executive at Microsoft Canada
Industry Computer Software
Experience
Microsoft Canada September 2015 - Present
Microsoft Canada February 2014 - Present
BMO Nesbitt Burns August 2013 - December 2013
Stamos Financial May 2013 - August 2013
BMO Nesbitt Burns May 2012 - August 2012
Skills
Leadership, Financial Analysis, Financial Modeling, Finance, Banking, Market Research, Competitive Analysis, Mergers & Acquisitions, Business Strategy, Corporate Finance, Analysis, Strategy, Investments, Investment Banking, Valuation, Forecasting, Risk Management, Data Analysis, Access, Entrepreneurship, Microsoft Excel, Financial Markets, Business Analysis
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (BCom), Finance
Microsoft Canada September 2015 - Present
Microsoft Canada February 2014 - Present
BMO Nesbitt Burns August 2013 - December 2013
Stamos Financial May 2013 - August 2013
BMO Nesbitt Burns May 2012 - August 2012
Skills
Leadership, Financial Analysis, Financial Modeling, Finance, Banking, Market Research, Competitive Analysis, Mergers & Acquisitions, Business Strategy, Corporate Finance, Analysis, Strategy, Investments, Investment Banking, Valuation, Forecasting, Risk Management, Data Analysis, Access, Entrepreneurship, Microsoft Excel, Financial Markets, Business Analysis
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (BCom), Finance
Hana Stockinger Hana Stockinger's BMO Nesbitt Burns Experience 2006 - 2007
Job FSM at BMO Financial Group
Industry Banking
Experience
RBC Investor & Treasury Services 2013 - 2014
Travel College of Canada January 2012 - August 2013
BMO Financial Group 2007 - 2012
BMO Nesbitt Burns 2006 - 2007
Skills
Financial Analysis, Investments, Cross Selling, Mutual Funds, Wealth Management, Credit, Banking, Relationship Management, Mortgage Lending
Education
University of Toronto
Ryerson University
Diploma, Business Administration and Management, General
Canadian Securities Institute
College of Economics and Commerce
Diploma
RBC Investor & Treasury Services 2013 - 2014
Travel College of Canada January 2012 - August 2013
BMO Financial Group 2007 - 2012
BMO Nesbitt Burns 2006 - 2007
Skills
Financial Analysis, Investments, Cross Selling, Mutual Funds, Wealth Management, Credit, Banking, Relationship Management, Mortgage Lending
Education
University of Toronto
Ryerson University
Diploma, Business Administration and Management, General
Canadian Securities Institute
College of Economics and Commerce
Diploma
Leo Belmonte CFP, FMA, FCSI, AMP Leo Belmonte CFP, FMA, FCSI, AMP's BMO Nesbitt Burns Experience August 2003 - October 2004
Job Chief Executive Officer at Security Financial Services & Investment Corp.
Industry Financial Services
Experience
Security Financial Services & Investment Corp. October 2004 - Present
Security Financial Services & Investment Corp. October 2004 - Present
Security Financial Services & Investment Corp. October 2004 - Present
BMO Nesbitt Burns August 2003 - October 2004
Kingsgate Securities November 2001 - August 2003
Investors Group January 1998 - November 2001
Investors Group October 1995 - January 1998
Skills
Mutual Funds, Investments, Securities, Financial Advisory, Strategic Financial..., Financial Analysis, Retirement Planning, Investment Advisory, Estate Planning, Retirement, Investment Strategies, Wealth, Financial Planners, Mortgage Lending, Employee Benefits, Equities, Bonds, Fixed Annuities, High Net Worth..., Relationship Management, Credit, Finance, Alternative Investments, Disability Insurance, Asset Allocation, Asset Management, Residential Mortgages, ETFs, Pensions, Portfolio Management, Financial Markets, Life Insurance, Critical Illness, Financial Services, Loans, Insurance, Term Life Insurance, Risk Management, Wealth Management..., Banking, Refinance, Corporate Finance, Investment Management, Financial Planning, Health Insurance, Due Diligence, Funding, Personal Finance
Education
Seneca College of Applied Arts and Technology 1995 — 1995
Post Diploma, Mortgage Brokering
York University 1990 — 1995
Bachelor of Arts, Social Science
Chaminade College
Security Financial Services & Investment Corp. October 2004 - Present
Security Financial Services & Investment Corp. October 2004 - Present
Security Financial Services & Investment Corp. October 2004 - Present
BMO Nesbitt Burns August 2003 - October 2004
Kingsgate Securities November 2001 - August 2003
Investors Group January 1998 - November 2001
Investors Group October 1995 - January 1998
Skills
Mutual Funds, Investments, Securities, Financial Advisory, Strategic Financial..., Financial Analysis, Retirement Planning, Investment Advisory, Estate Planning, Retirement, Investment Strategies, Wealth, Financial Planners, Mortgage Lending, Employee Benefits, Equities, Bonds, Fixed Annuities, High Net Worth..., Relationship Management, Credit, Finance, Alternative Investments, Disability Insurance, Asset Allocation, Asset Management, Residential Mortgages, ETFs, Pensions, Portfolio Management, Financial Markets, Life Insurance, Critical Illness, Financial Services, Loans, Insurance, Term Life Insurance, Risk Management, Wealth Management..., Banking, Refinance, Corporate Finance, Investment Management, Financial Planning, Health Insurance, Due Diligence, Funding, Personal Finance
Education
Seneca College of Applied Arts and Technology 1995 — 1995
Post Diploma, Mortgage Brokering
York University 1990 — 1995
Bachelor of Arts, Social Science
Chaminade College
Michelle Weinberg Michelle Weinberg's BMO Nesbitt Burns Experience 1995 - October 1997
Job Volunteer for Charitable Organizations
Industry Philanthropy
Experience
GMP Securities October 1997 - May 2006
BMO Nesbitt Burns 1995 - October 1997
TD September 1993 - 1995
Deloitte (Touche Tomatsu) September 1990 - June 1991
Deloitte Touche June 1990 - August 1990
Skills
Event Planning, Fundraising, Public Speaking, Philanthropy, Sales, Strategic Planning, Management, Marketing, Entrepreneurship, Business Strategy, Leadership, Management Consulting, Team Building, Marketing Communications, Investments, Social Media
Education
Queen's University 1989 — 1993
Bachelor of Commerce (B.Com.)
GMP Securities October 1997 - May 2006
BMO Nesbitt Burns 1995 - October 1997
TD September 1993 - 1995
Deloitte (Touche Tomatsu) September 1990 - June 1991
Deloitte Touche June 1990 - August 1990
Skills
Event Planning, Fundraising, Public Speaking, Philanthropy, Sales, Strategic Planning, Management, Marketing, Entrepreneurship, Business Strategy, Leadership, Management Consulting, Team Building, Marketing Communications, Investments, Social Media
Education
Queen's University 1989 — 1993
Bachelor of Commerce (B.Com.)
Susan Lorkovic Zuzic's BMO Nesbitt Burns Experience January 2006 - June 2006
Job Senior Sales Director Management | Marketing | Social | Revenue | Data | Content | Advertising
Industry Computer Software
Experience
Oracle Marketing Cloud January 2007 - Present
WSI Internet Consulting June 2006 - January 2007
BMO Nesbitt Burns January 2006 - June 2006
Skills
Lead Generation, Marketing Automation, Demand Generation, Eloqua, Solution Selling, Salesforce.com, Sales Process, Strategy, Marketing Operations, B2B Marketing, Lead Management, Lead Scoring, SaaS, Email Marketing, Sales Enablement, Sales Operations, Marketing, CRM, SEO, Professional Services, B2B, Revenue Analysis, Sales, Strategic Partnerships, Customer Acquisition, Inside Sales, Analytics, Online Marketing, SEM, Cloud Computing, Enterprise Software, Go-to-market Strategy, Management, Product Marketing, Sales Management, Online Advertising, Social Media, Web Analytics, Database Marketing, Campaign Management, Content Marketing, Direct Sales, Direct Marketing, Modern Marketing, Customer Loyalty..., Team Building, Leadership, Advertising, Data-driven Marketing, Customer Lifecycle...
Education
Ryerson University 2002 — 2006
Bachelor of Commerce, Major: Management, Minors: Marketing, Finance
St. Joseph's
Oracle Marketing Cloud January 2007 - Present
WSI Internet Consulting June 2006 - January 2007
BMO Nesbitt Burns January 2006 - June 2006
Skills
Lead Generation, Marketing Automation, Demand Generation, Eloqua, Solution Selling, Salesforce.com, Sales Process, Strategy, Marketing Operations, B2B Marketing, Lead Management, Lead Scoring, SaaS, Email Marketing, Sales Enablement, Sales Operations, Marketing, CRM, SEO, Professional Services, B2B, Revenue Analysis, Sales, Strategic Partnerships, Customer Acquisition, Inside Sales, Analytics, Online Marketing, SEM, Cloud Computing, Enterprise Software, Go-to-market Strategy, Management, Product Marketing, Sales Management, Online Advertising, Social Media, Web Analytics, Database Marketing, Campaign Management, Content Marketing, Direct Sales, Direct Marketing, Modern Marketing, Customer Loyalty..., Team Building, Leadership, Advertising, Data-driven Marketing, Customer Lifecycle...
Education
Ryerson University 2002 — 2006
Bachelor of Commerce, Major: Management, Minors: Marketing, Finance
St. Joseph's
Nicole McGuire Nicole McGuire's BMO Nesbitt Burns Experience June 2015 - Present
Job Business Development Associate at BMO Nesbitt Burns
Industry Investment Banking
Experience
BMO Nesbitt Burns June 2015 - Present
Ryerson Capital Markets Group February 2014 - June 2015
ap1ication December 2013 - April 2014
Skills
Financial Analysis, Event Planning
Education
Ryerson University 2012 — 2015
Bachelor of Commerce (B.Comm.), Finance
BMO Nesbitt Burns June 2015 - Present
Ryerson Capital Markets Group February 2014 - June 2015
ap1ication December 2013 - April 2014
Skills
Financial Analysis, Event Planning
Education
Ryerson University 2012 — 2015
Bachelor of Commerce (B.Comm.), Finance
Dinesh Ramanathan Dinesh Ramanathan's BMO Nesbitt Burns Experience 2001 - 2001
Job Legal Counsel at Ivanhoé Cambridge
Industry Legal Services
Experience
Ivanhoé Cambridge 2014 - Present
G.A. & Associates Professional Corporation 2008 - 2014
McCague Borlack LLP 2007 - 2008
Parkdale Community Legal Services 2006 - 2007
BMO Nesbitt Burns 2001 - 2001
LG Electronics 2000 - 2000
Skills
Corporate Law, Licensing, Commercial Litigation, Legal Writing, Franchising, Commercial Lending, Commercial Leasing, Employment Contracts, Civil Litigation, Legal Compliance, Business Acquisition, Contract Negotiation, Commercial Real Estate, Insurance Law, Litigation
Education
OCAD University 2007 — 2009
Bachelor’s Degree, Fine Arts (BFA)
York University - Osgoode Hall Law School 2004 — 2007
Bachelor of Laws (LL.B.), Common Law
University of Toronto 1998 — 2003
Bachelor of Arts (B.A.), Economics and Political Science
University of Toronto - University of Trinity College 1998 — 2003
Bachelor of Arts (B.A.), Economics and Political Science
Ivanhoé Cambridge 2014 - Present
G.A. & Associates Professional Corporation 2008 - 2014
McCague Borlack LLP 2007 - 2008
Parkdale Community Legal Services 2006 - 2007
BMO Nesbitt Burns 2001 - 2001
LG Electronics 2000 - 2000
Skills
Corporate Law, Licensing, Commercial Litigation, Legal Writing, Franchising, Commercial Lending, Commercial Leasing, Employment Contracts, Civil Litigation, Legal Compliance, Business Acquisition, Contract Negotiation, Commercial Real Estate, Insurance Law, Litigation
Education
OCAD University 2007 — 2009
Bachelor’s Degree, Fine Arts (BFA)
York University - Osgoode Hall Law School 2004 — 2007
Bachelor of Laws (LL.B.), Common Law
University of Toronto 1998 — 2003
Bachelor of Arts (B.A.), Economics and Political Science
University of Toronto - University of Trinity College 1998 — 2003
Bachelor of Arts (B.A.), Economics and Political Science
Alfa Hilwan Alfa Hilwan's BMO Nesbitt Burns Experience March 2008 - September 2008
Job Management & Sales Consultant, Freelance Videographer & Writer
Industry Program Development
Experience
Central Neighbourhood House March 2011 - Present
Women's Executive Network March 2011 - May 2013
The Law Society of Upper Canada September 2008 - July 2010
BMO Nesbitt Burns March 2008 - September 2008
Bell Canada March 2006 - March 2008
TSN January 1998 - January 2005
Skills
Media Relations, Public Relations, Editing, Leadership, Event Planning, Writing, Corporate Communications, Research, Blogging, Stakeholder Management, New Media, Digital Media, Management, Professional Mentoring, People Management, Sales
Education
Ryerson University 1998 — 2001
2001, Radio and Television Arts
Central Neighbourhood House March 2011 - Present
Women's Executive Network March 2011 - May 2013
The Law Society of Upper Canada September 2008 - July 2010
BMO Nesbitt Burns March 2008 - September 2008
Bell Canada March 2006 - March 2008
TSN January 1998 - January 2005
Skills
Media Relations, Public Relations, Editing, Leadership, Event Planning, Writing, Corporate Communications, Research, Blogging, Stakeholder Management, New Media, Digital Media, Management, Professional Mentoring, People Management, Sales
Education
Ryerson University 1998 — 2001
2001, Radio and Television Arts
Russell Myshasty Russell Myshasty's BMO Nesbitt Burns Experience August 2013 - November 2013
Job Pricing Analyst at RBC
Industry Financial Services
Experience
RBC December 2013 - Present
BMO Nesbitt Burns August 2013 - November 2013
Bank of Montreal September 2007 - August 2013
Skills
Finance, Investments, Sales, Portfolio Management, Accounting, Risk Management, Teamwork, Analysis, Leadership, Banking, Management, Training, Business Analysis, Marketing, Time Management, Microsoft Office, Team Leadership, Financial Analysis, Microsoft Word, Customer Service
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (BCom), Accounting and Finance
Royal Melbourne Institute of Technology 2012 — 2012
Bachelor of Commerce (B.Com.), International Business and Finance
RBC December 2013 - Present
BMO Nesbitt Burns August 2013 - November 2013
Bank of Montreal September 2007 - August 2013
Skills
Finance, Investments, Sales, Portfolio Management, Accounting, Risk Management, Teamwork, Analysis, Leadership, Banking, Management, Training, Business Analysis, Marketing, Time Management, Microsoft Office, Team Leadership, Financial Analysis, Microsoft Word, Customer Service
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (BCom), Accounting and Finance
Royal Melbourne Institute of Technology 2012 — 2012
Bachelor of Commerce (B.Com.), International Business and Finance
Terry Yaremchuk, B.Comm. Terry Yaremchuk, B.Comm.'s BMO Nesbitt Burns Experience 1997 - 2000
Job Investment Advisor/Options & Futures Representative at Global Securities Corporation
Industry Investment Management
Experience
Global Securities Corporation June 2012 - Present
South Korea 2002 - 2008
Canaccord Financial 2000 - 2001
BMO Nesbitt Burns 1997 - 2000
Global Securities 1996 - 1997
RBC Dominion Securities June 1996 - September 1996
Pacific Coast Savings Credit Union January 1990 - April 1991
Skills
Wealth Management, Investments, Equities, Options, Futures, RRSP, TFSA, Group RRSP's, Tactical Asset..., Hedging, Venture Capital, Capital Markets, Individual Pension Plans, Technical Analysis, Financial Analysis, Trading, ETFs, Fixed Income, Closed-end Funds, Equity Research, Securities, Stocks, Financial Modeling, Valuation, Bloomberg, Asset Management, Mutual Funds
Education
Sauder School of Business 1991 — 1994
B.Comm, Finance
UBC 1991 — 1994
Commerce, Finance
Mt. Douglas Sr. Secondary 1981 — 1983
Global Securities Corporation June 2012 - Present
South Korea 2002 - 2008
Canaccord Financial 2000 - 2001
BMO Nesbitt Burns 1997 - 2000
Global Securities 1996 - 1997
RBC Dominion Securities June 1996 - September 1996
Pacific Coast Savings Credit Union January 1990 - April 1991
Skills
Wealth Management, Investments, Equities, Options, Futures, RRSP, TFSA, Group RRSP's, Tactical Asset..., Hedging, Venture Capital, Capital Markets, Individual Pension Plans, Technical Analysis, Financial Analysis, Trading, ETFs, Fixed Income, Closed-end Funds, Equity Research, Securities, Stocks, Financial Modeling, Valuation, Bloomberg, Asset Management, Mutual Funds
Education
Sauder School of Business 1991 — 1994
B.Comm, Finance
UBC 1991 — 1994
Commerce, Finance
Mt. Douglas Sr. Secondary 1981 — 1983
Jerry Butler MBA CFP CIM FCSI Jerry Butler MBA CFP CIM FCSI's BMO Nesbitt Burns Experience September 1991 - September 1998
Job President of Queenston Group of Companies
Industry Financial Services
Experience
Queenston M&A Inc. 2011 - Present
Queenston Consulting Inc. 2008 - Present
Red River College January 2011 - Present
Ernst & Young March 2010 - May 2011
Sunlife Financial 2002 - 2010
Sunlife Financial September 1997 - March 2001
BMO Nesbitt Burns September 1991 - September 1998
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Retirement, Business Valuation, Transition Planning, Mergers & Acquisitions, Strategic Partnerships, Corporate Finance, Small Business, Investments, Finance, Financial Services, Financial Advisory, High Net Worth..., Succession Planning, Mutual Funds, Personal Finance, Investment Strategies, Investment Advisory, Wealth, Fixed Annuities, Disability Insurance, Asset Allocation, Financial Planning, Critical Illness, Business Acumen, Insurance
Education
University of Manitoba 1987 — 1990
MBA, Marketing, Finance
Red River College 1977 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Queenston M&A Inc. 2011 - Present
Queenston Consulting Inc. 2008 - Present
Red River College January 2011 - Present
Ernst & Young March 2010 - May 2011
Sunlife Financial 2002 - 2010
Sunlife Financial September 1997 - March 2001
BMO Nesbitt Burns September 1991 - September 1998
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Retirement, Business Valuation, Transition Planning, Mergers & Acquisitions, Strategic Partnerships, Corporate Finance, Small Business, Investments, Finance, Financial Services, Financial Advisory, High Net Worth..., Succession Planning, Mutual Funds, Personal Finance, Investment Strategies, Investment Advisory, Wealth, Fixed Annuities, Disability Insurance, Asset Allocation, Financial Planning, Critical Illness, Business Acumen, Insurance
Education
University of Manitoba 1987 — 1990
MBA, Marketing, Finance
Red River College 1977 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Mike Van Wyk, BComm Mike Van Wyk, BComm's BMO Nesbitt Burns Experience August 2000 - June 2004
Job Senior Financial Business Analyst & Supervisor at WCB Alberta
Industry Information Technology and Services
Experience
WCB - Alberta June 2013 - Present
WCB - Alberta April 2009 - June 2013
WCB - Alberta May 2006 - April 2009
Capital Health June 2004 - May 2006
BMO Nesbitt Burns August 2000 - June 2004
Skills
Business Analysis, Program Management, Business Requirements, Project Management, Project Portfolio..., Project Delivery, ITIL v3 Foundations..., Vendor Management, Application Support..., Risk Management Plans, Requirements Analysis, SDLC, Business Process, ITIL, IT Strategy, Visio, Systems Analysis, PMO, Enterprise Architecture, Software Documentation
Education
Northern Alberta Institute of Technology / NAIT 2007 — 2010
Business Analysis
University of Alberta 1996 — 2000
Bachelor of Commerce (B.Com.), Management Information Systems, Management Science, Marketing
WCB - Alberta June 2013 - Present
WCB - Alberta April 2009 - June 2013
WCB - Alberta May 2006 - April 2009
Capital Health June 2004 - May 2006
BMO Nesbitt Burns August 2000 - June 2004
Skills
Business Analysis, Program Management, Business Requirements, Project Management, Project Portfolio..., Project Delivery, ITIL v3 Foundations..., Vendor Management, Application Support..., Risk Management Plans, Requirements Analysis, SDLC, Business Process, ITIL, IT Strategy, Visio, Systems Analysis, PMO, Enterprise Architecture, Software Documentation
Education
Northern Alberta Institute of Technology / NAIT 2007 — 2010
Business Analysis
University of Alberta 1996 — 2000
Bachelor of Commerce (B.Com.), Management Information Systems, Management Science, Marketing
Milena Glauberzon Milena Glauberzon's BMO Nesbitt Burns Experience May 2001 - March 2002
Job Research professional at Letko Brosseau & Associates
Industry Financial Services
Experience
Letko Brosseau & Associates March 2002 - Present
BMO Nesbitt Burns May 2001 - March 2002
BMO Financial Group September 1999 - June 2000
Skills
Bilingual, Equity Research, Stock Picking, Financial Analysis, Portfolio Management, Equities, Asset Managment, Investments, Valuation, Bloomberg, Equity Valuation, Capital Markets, Financial Modeling, Corporate Finance, Investor Relations, Due Diligence, Alternative Investments, Mergers, Bloomberg Terminal, Quantitative Analytics, Derivatives, Energy, Mergers & Acquisitions, Economics, Investment Strategies, Asset Allocation, Asset Management
Education
McMaster University 1998 — 2000
MBA, Finance
York University 1994 — 1998
Bachelor of Science, Organic Chemistry/Biochemistry
Letko Brosseau & Associates March 2002 - Present
BMO Nesbitt Burns May 2001 - March 2002
BMO Financial Group September 1999 - June 2000
Skills
Bilingual, Equity Research, Stock Picking, Financial Analysis, Portfolio Management, Equities, Asset Managment, Investments, Valuation, Bloomberg, Equity Valuation, Capital Markets, Financial Modeling, Corporate Finance, Investor Relations, Due Diligence, Alternative Investments, Mergers, Bloomberg Terminal, Quantitative Analytics, Derivatives, Energy, Mergers & Acquisitions, Economics, Investment Strategies, Asset Allocation, Asset Management
Education
McMaster University 1998 — 2000
MBA, Finance
York University 1994 — 1998
Bachelor of Science, Organic Chemistry/Biochemistry
Earlyn Etienne's BMO Nesbitt Burns Experience 2007 - 2008
Job Environmental Health and Safety Professional
Industry Environmental Services
Experience
City of Toronto- Toronto Public Health May 2014 - October 2014
Ryerson University January 2012 - December 2013
The Regional Municipality of York May 2013 - September 2013
Ryerson University 2011 - 2013
Tyco Fire & Security 2008 - 2011
BMO Nesbitt Burns 2007 - 2008
University of Toronto 2004 - 2008
Skills
Public Health, Report Writing, Epidemiology, Community Outreach, Policy, Health Promotion, Environmental Health, Research, Occupational Health, Microsoft Office, Public Speaking, Customer Service, Analysis, Disease Surveillance, Event Planning, Risk Assessment, Volunteer Management, Infectious Diseases, Non-profits, Teamwork, Leadership, Biostatistics, Data Analysis, ISO 14001, ISO 9000, Quality Management, Environmental..., Inspection, Presentations, ISO 9001, Program Evaluation, Program Development
Education
Ryerson University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Public Health
University of Toronto 2004 — 2008
H.Bsc, Environmental Health, Human Biology, Physiology
City of Toronto- Toronto Public Health May 2014 - October 2014
Ryerson University January 2012 - December 2013
The Regional Municipality of York May 2013 - September 2013
Ryerson University 2011 - 2013
Tyco Fire & Security 2008 - 2011
BMO Nesbitt Burns 2007 - 2008
University of Toronto 2004 - 2008
Skills
Public Health, Report Writing, Epidemiology, Community Outreach, Policy, Health Promotion, Environmental Health, Research, Occupational Health, Microsoft Office, Public Speaking, Customer Service, Analysis, Disease Surveillance, Event Planning, Risk Assessment, Volunteer Management, Infectious Diseases, Non-profits, Teamwork, Leadership, Biostatistics, Data Analysis, ISO 14001, ISO 9000, Quality Management, Environmental..., Inspection, Presentations, ISO 9001, Program Evaluation, Program Development
Education
Ryerson University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Public Health
University of Toronto 2004 — 2008
H.Bsc, Environmental Health, Human Biology, Physiology
Kanika Razdan (CSC, CPH) Kanika Razdan (CSC, CPH)'s BMO Nesbitt Burns Experience October 2013 - Present
Job (lic) Investment Representative at BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns October 2013 - Present
BMO Nesbitt Burns April 2011 - October 2013
BMO Nesbitt Burns December 2010 - April 2011
Ryerson University Career Centre September 2009 - April 2010
RBC Dominion Securities January 2009 - April 2009
Skills
ThomsonOne, Salesforce.com, Portfolio Pro, BTS, R.I.S, Portfolio Management, Client-link, Microsoft Office, Teamwork, Software Documentation, Research, Marketing Research, Groupwise
Education
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Coducts and Practices Handbook
Ryerson University 2006 — 2010
Bachelors of Commerce - Business Management, (Major - Management, Minor - Marketing)
Sir John A. Macdonald
BMO Nesbitt Burns October 2013 - Present
BMO Nesbitt Burns April 2011 - October 2013
BMO Nesbitt Burns December 2010 - April 2011
Ryerson University Career Centre September 2009 - April 2010
RBC Dominion Securities January 2009 - April 2009
Skills
ThomsonOne, Salesforce.com, Portfolio Pro, BTS, R.I.S, Portfolio Management, Client-link, Microsoft Office, Teamwork, Software Documentation, Research, Marketing Research, Groupwise
Education
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Coducts and Practices Handbook
Ryerson University 2006 — 2010
Bachelors of Commerce - Business Management, (Major - Management, Minor - Marketing)
Sir John A. Macdonald
Devon Parkes's BMO Nesbitt Burns Experience April 2011 - September 2011
Job Assurance Associate at PwC
Industry Financial Services
Experience
PwC June 2012 - Present
BMO Nesbitt Burns April 2011 - September 2011
Queen's Advancing Canadian Entrepreneurship Conference January 2011 - September 2011
Ministry of Government Services June 2010 - September 2010
Skills
Accounting, Project Planning, Auditing, Analysis, Portfolio Management, Financial Accounting, Financial Reporting
Education
Queen's University 2009 — 2013
Bachelor of Commerce, Accounting and Finance
Langstaff S.S.
PwC June 2012 - Present
BMO Nesbitt Burns April 2011 - September 2011
Queen's Advancing Canadian Entrepreneurship Conference January 2011 - September 2011
Ministry of Government Services June 2010 - September 2010
Skills
Accounting, Project Planning, Auditing, Analysis, Portfolio Management, Financial Accounting, Financial Reporting
Education
Queen's University 2009 — 2013
Bachelor of Commerce, Accounting and Finance
Langstaff S.S.
David Cardoza David Cardoza's BMO Nesbitt Burns Experience June 2005 - August 2006
Job Associate, Global Regulatory Affairs & Risk Control, Risk Management at CIBC
Industry Investment Management
Experience
CIBC World Markets August 2013 - Present
Summerhill Capital Management September 2008 - August 2013
BMO Nesbitt August 2006 - September 2008
BMO Nesbitt Burns June 2005 - August 2006
Skills
Fixed Income, Trading, Investments, Bloomberg, Equity Trading, Mutual Funds, Options, Portfolio Management, Equities, Financial Modeling, CRM, Securities, Risk Management, Capital Markets, Bonds
Education
Ryerson University 2001 — 2004
Bachelor of Commerce, Finance; Information Technology
Michael Power
CIBC World Markets August 2013 - Present
Summerhill Capital Management September 2008 - August 2013
BMO Nesbitt August 2006 - September 2008
BMO Nesbitt Burns June 2005 - August 2006
Skills
Fixed Income, Trading, Investments, Bloomberg, Equity Trading, Mutual Funds, Options, Portfolio Management, Equities, Financial Modeling, CRM, Securities, Risk Management, Capital Markets, Bonds
Education
Ryerson University 2001 — 2004
Bachelor of Commerce, Finance; Information Technology
Michael Power
Kerry McKee Kerry McKee's BMO Nesbitt Burns Experience June 2006 - July 2007
Job Customer Engagement Analyst
Industry Philanthropy
Experience
Foundation Center April 2015 - Present
University of Central Florida September 2012 - April 2015
Walt Disney Imagineering June 2012 - September 2012
St. Joseph's College January 2011 - June 2011
BEDO Compagnie Internationale de Mode (B.C.I.M.) July 2007 - December 2010
Oakville Public Library May 2009 - December 2009
BMO Nesbitt Burns June 2006 - July 2007
TELUS February 2006 - July 2007
Osceola County Public Library February 2005 - February 2006
Skills
User Experience, Library Science, Collection Development, Information Literacy, Cataloging, Library Instruction, Library, Library Research, Knowledge Management, LibGuides, Content Management, Library Management, Electronic Resources, Circulation, OCLC Connexion, MARC21, Online Research, Public Libraries, Virtual Reference, Interlibrary Loan, Digital Libraries, Academic Libraries, Library 2.0, Online Databases, Digitization, Metadata, Archives, Library Reference, Information Retrieval, Library Programming, Information Management, Camtasia, Aleph, Library Databases, Public Services, AACR2, Special Collections, Integrated Library..., LCSH, Young Adult Literature, Bibliographic..., Records Management, Microsoft Office, Social Media, Research, Public Speaking, Editing, Higher Education
Education
San Jose State University 2008 — 2011
Masters of Library and Information Science, Library and Information Science
University of South Florida - College of Business Administration 2004 — 2005
Bachelor of Science, Marketing
Foundation Center April 2015 - Present
University of Central Florida September 2012 - April 2015
Walt Disney Imagineering June 2012 - September 2012
St. Joseph's College January 2011 - June 2011
BEDO Compagnie Internationale de Mode (B.C.I.M.) July 2007 - December 2010
Oakville Public Library May 2009 - December 2009
BMO Nesbitt Burns June 2006 - July 2007
TELUS February 2006 - July 2007
Osceola County Public Library February 2005 - February 2006
Skills
User Experience, Library Science, Collection Development, Information Literacy, Cataloging, Library Instruction, Library, Library Research, Knowledge Management, LibGuides, Content Management, Library Management, Electronic Resources, Circulation, OCLC Connexion, MARC21, Online Research, Public Libraries, Virtual Reference, Interlibrary Loan, Digital Libraries, Academic Libraries, Library 2.0, Online Databases, Digitization, Metadata, Archives, Library Reference, Information Retrieval, Library Programming, Information Management, Camtasia, Aleph, Library Databases, Public Services, AACR2, Special Collections, Integrated Library..., LCSH, Young Adult Literature, Bibliographic..., Records Management, Microsoft Office, Social Media, Research, Public Speaking, Editing, Higher Education
Education
San Jose State University 2008 — 2011
Masters of Library and Information Science, Library and Information Science
University of South Florida - College of Business Administration 2004 — 2005
Bachelor of Science, Marketing
Jacqueline Mueller Jacqueline Mueller's BMO Nesbitt Burns Experience May 2008 - April 2011
Job Banking Advisor
Industry Investment Banking
Experience
BMO Nesbitt Burns May 2008 - April 2011
Glentel Inc. [T-Booth and Wireless Wave] June 2006 - May 2008
Skills
Mutual Funds, Financial..., Market Analysis, Organization, Commodity, Fixed Income, Financial Modeling, Finance, Options, Trading Systems, Foreign Exchange, Strategic Financial..., Mutual Funds, Banking, Financial Planning, Investments, Wealth Management
Education
York University 2005 — 2009
BA, SC, Economics/Social Science
Seneca College of Applied Arts and Technology 2001 — 2004
Business Diploma, Entrepreneurship and Small Business Management
American International School or Rotterdam 2000 — 2001
IB, High School, IB Level
CSI Global Education Inc.
Investment Funds in Canada (IFIC), Personal Financial Services Advice, Financial Planning I, Mutual Funds & Financial Planning
BMO Nesbitt Burns May 2008 - April 2011
Glentel Inc. [T-Booth and Wireless Wave] June 2006 - May 2008
Skills
Mutual Funds, Financial..., Market Analysis, Organization, Commodity, Fixed Income, Financial Modeling, Finance, Options, Trading Systems, Foreign Exchange, Strategic Financial..., Mutual Funds, Banking, Financial Planning, Investments, Wealth Management
Education
York University 2005 — 2009
BA, SC, Economics/Social Science
Seneca College of Applied Arts and Technology 2001 — 2004
Business Diploma, Entrepreneurship and Small Business Management
American International School or Rotterdam 2000 — 2001
IB, High School, IB Level
CSI Global Education Inc.
Investment Funds in Canada (IFIC), Personal Financial Services Advice, Financial Planning I, Mutual Funds & Financial Planning
Alison Hodge, CTDP Alison Hodge, CTDP's BMO Nesbitt Burns Experience September 1998 - October 2000
Job Director, Operations Learning and Communications at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2013 - Present
Scotia Private Client Group, Scotiatrust June 2010 - December 2012
ScotiaMcLeod December 2006 - June 2010
Caicos Skyriders Ltd. January 2004 - December 2006
Royal Kruger Lodge November 2000 - December 2003
BMO Nesbitt Burns September 1998 - October 2000
Royal Trust Company January 1987 - September 1998
Skills
Instructional Design, Adult Education, Performance Management, Performance Consulting, Team Leadership, Client Relationship..., Training, Leadership Development, Wealth Management, Strategy, Employee Engagement, Succession Planning, CRM, Leadership, Relationship Management, Employee Training, Change Management, Coaching, Needs Analysis, Learning Management, Workshop Facilitation, Program Management, Management
Education
Seneca College of Applied Arts and Technology 2006 — 2008
Adult Education and Staff Learning, Adult Education, High Honours
Kipling Collegiate
John Hancock Financial Services January 2013 - Present
Scotia Private Client Group, Scotiatrust June 2010 - December 2012
ScotiaMcLeod December 2006 - June 2010
Caicos Skyriders Ltd. January 2004 - December 2006
Royal Kruger Lodge November 2000 - December 2003
BMO Nesbitt Burns September 1998 - October 2000
Royal Trust Company January 1987 - September 1998
Skills
Instructional Design, Adult Education, Performance Management, Performance Consulting, Team Leadership, Client Relationship..., Training, Leadership Development, Wealth Management, Strategy, Employee Engagement, Succession Planning, CRM, Leadership, Relationship Management, Employee Training, Change Management, Coaching, Needs Analysis, Learning Management, Workshop Facilitation, Program Management, Management
Education
Seneca College of Applied Arts and Technology 2006 — 2008
Adult Education and Staff Learning, Adult Education, High Honours
Kipling Collegiate
Rob Tick Rob Tick's BMO Nesbitt Burns Experience February 1998 - June 2015
Job The wealthy invest differently.
Industry Financial Services
Experience
Mandeville Private Client Inc. July 2015 - Present
BMO Nesbitt Burns February 1998 - June 2015
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Mutual Funds, Investments, Stocks, ETFs, Bonds, Fixed Annuities, Structured Settlements, Wealth Management, Insurance, Financial Planning, Finance, Life Insurance, Critical Illness, Financial Advisory, Wealth, Financial Planners, Portfolio Management, Asset Management, Equities, Personal Financial..., Fixed Income, Risk Management, Structured Settlemenrt..., Pension Plan Rollover, Disability Insurance, Investment Strategies, Investment Advisory, Securities, Asset Allocation, Alternative Investments, Retirement, Investment Management, Financial Services, Long-term Care, Capital Markets, High Net Worth..., Wealth Management..., Trading, Segregated Funds, Relationship Management, Financial Analysis, Financial Risk, Hedge Funds
Education
CFA Institute 2002 — 2002
CFA Level I
Canadian Securities Institute 2001 — 2001
FMA, Investment Management
Queen's University 1991 — 1995
BA Hons, Political Science, History
Parkside High School 1986 — 1991
OSSD
Mandeville Private Client Inc. July 2015 - Present
BMO Nesbitt Burns February 1998 - June 2015
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Mutual Funds, Investments, Stocks, ETFs, Bonds, Fixed Annuities, Structured Settlements, Wealth Management, Insurance, Financial Planning, Finance, Life Insurance, Critical Illness, Financial Advisory, Wealth, Financial Planners, Portfolio Management, Asset Management, Equities, Personal Financial..., Fixed Income, Risk Management, Structured Settlemenrt..., Pension Plan Rollover, Disability Insurance, Investment Strategies, Investment Advisory, Securities, Asset Allocation, Alternative Investments, Retirement, Investment Management, Financial Services, Long-term Care, Capital Markets, High Net Worth..., Wealth Management..., Trading, Segregated Funds, Relationship Management, Financial Analysis, Financial Risk, Hedge Funds
Education
CFA Institute 2002 — 2002
CFA Level I
Canadian Securities Institute 2001 — 2001
FMA, Investment Management
Queen's University 1991 — 1995
BA Hons, Political Science, History
Parkside High School 1986 — 1991
OSSD
Denise Carson, CPA, CMA Denise Carson, CPA, CMA's BMO Nesbitt Burns Experience August 2011 - Present
Job Director, Retail Compliance at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns August 2011 - Present
IIROC (Investment Industry Regulatory Organization of Canada) June 2007 - August 2011
IIROC (Investment Industry Regulatory Organization of Canada) June 2004 - August 2007
IIROC (Investment Industry Regulatory Organization of Canada) June 1998 - March 2004
Certified General Accountants of Ontario 1996 - 1998
Pizza Hut September 1990 - 1996
Skills
AML, Securities, KYC, Capital Markets, Risk Management, Securities Regulation, Fraud, Corporate Governance, Investments, Equities, Financial Risk, Mutual Funds, Financial Markets, Wealth Management, Options, Asset Management, Derivatives, Banking, Portfolio Management, Financial Services, Hedge Funds, Trading, Due Diligence, Fixed Income, Operational Risk..., Anti Money Laundering
Education
Certified Management Accountants (CMA) 2010 — 2013
Canadian Securities Institute 1998 — 2010
CSC, CPH, TTC, OSC, BMC, COO and CCO Course
Association of Certified Fraud Examiners (CFE) 2008 — 2008
CFE, Fraud and related activities
Ryerson University 1990 — 1994
B. Comm, Accounting
NIS, Kuwait 1980 — 1989
Chartered Professional Accountants of Ontario
CPA
BMO Nesbitt Burns August 2011 - Present
IIROC (Investment Industry Regulatory Organization of Canada) June 2007 - August 2011
IIROC (Investment Industry Regulatory Organization of Canada) June 2004 - August 2007
IIROC (Investment Industry Regulatory Organization of Canada) June 1998 - March 2004
Certified General Accountants of Ontario 1996 - 1998
Pizza Hut September 1990 - 1996
Skills
AML, Securities, KYC, Capital Markets, Risk Management, Securities Regulation, Fraud, Corporate Governance, Investments, Equities, Financial Risk, Mutual Funds, Financial Markets, Wealth Management, Options, Asset Management, Derivatives, Banking, Portfolio Management, Financial Services, Hedge Funds, Trading, Due Diligence, Fixed Income, Operational Risk..., Anti Money Laundering
Education
Certified Management Accountants (CMA) 2010 — 2013
Canadian Securities Institute 1998 — 2010
CSC, CPH, TTC, OSC, BMC, COO and CCO Course
Association of Certified Fraud Examiners (CFE) 2008 — 2008
CFE, Fraud and related activities
Ryerson University 1990 — 1994
B. Comm, Accounting
NIS, Kuwait 1980 — 1989
Chartered Professional Accountants of Ontario
CPA
Nadia Dedic Nadia Dedic's BMO Nesbitt Burns Experience August 2002 - September 2003
Job Investigator, Mutual Fund Dealers Association of Canada
Industry Security and Investigations
Experience
Mutual Fund Dealers Association of Canada (MFDA) July 2006 - Present
Mutual Fund Dealers Association of Canada (MFDA) July 2005 - July 2006
Mutual Fund Dealers Association of Canada (MFDA) September 2003 - July 2005
BMO Nesbitt Burns August 2002 - September 2003
BMO Nesbitt Burns July 2000 - August 2002
Skills
Compliance, Mutual Funds, Fraud, Investigation, Due Diligence, Risk Assessment, Investigations, Private Investigations, AML, Capital Markets, Litigation, KYC, Securities, Enterprise Risk..., Investments, Privacy Law, Civil Litigation, Trading, Legal Advice, Corporate Governance, Wealth Management, Derivatives, Financial Risk, Risk Management, Internal Controls, Credit, Auditing, Portfolio Management, Banking, Financial Services, Policy, Asset Management, Legal Research, Mortgage Lending, Equities, Analysis, Securities Regulation, FINRA, Investment Advisory, Strategic Financial..., Finance, Operational Risk..., Internal Audit, Financial Markets, SEC, Administrative Law, Internal Investigations, Anti Money Laundering, Financial Planning
Education
Association of Certified Fraud Examiners (ACFE)
Working towards CFE Designation, Financial Forensics and Fraud Investigation
Association of Certified Forensic Investigators of Canada (ACFI)
CFI Designation, Financial Forensics and Fraud Investigation
McMaster University 1996 — 2000
H.B. COMM, Commerce
Mutual Fund Dealers Association of Canada (MFDA) July 2006 - Present
Mutual Fund Dealers Association of Canada (MFDA) July 2005 - July 2006
Mutual Fund Dealers Association of Canada (MFDA) September 2003 - July 2005
BMO Nesbitt Burns August 2002 - September 2003
BMO Nesbitt Burns July 2000 - August 2002
Skills
Compliance, Mutual Funds, Fraud, Investigation, Due Diligence, Risk Assessment, Investigations, Private Investigations, AML, Capital Markets, Litigation, KYC, Securities, Enterprise Risk..., Investments, Privacy Law, Civil Litigation, Trading, Legal Advice, Corporate Governance, Wealth Management, Derivatives, Financial Risk, Risk Management, Internal Controls, Credit, Auditing, Portfolio Management, Banking, Financial Services, Policy, Asset Management, Legal Research, Mortgage Lending, Equities, Analysis, Securities Regulation, FINRA, Investment Advisory, Strategic Financial..., Finance, Operational Risk..., Internal Audit, Financial Markets, SEC, Administrative Law, Internal Investigations, Anti Money Laundering, Financial Planning
Education
Association of Certified Fraud Examiners (ACFE)
Working towards CFE Designation, Financial Forensics and Fraud Investigation
Association of Certified Forensic Investigators of Canada (ACFI)
CFI Designation, Financial Forensics and Fraud Investigation
McMaster University 1996 — 2000
H.B. COMM, Commerce
Dianne J Szelag,CGA,CFP Dianne J Szelag,CGA,CFP's BMO Nesbitt Burns Experience October 2001 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
Investment Pieces July 2011 - Present
BMO Nesbitt Burns October 2001 - Present
Partners in Planning Financial Services 1995 - 2001
St. Boniface Hospital 1982 - 1983
Skills
Portfolio Strategy, Entrepreneurship, Tax, Portfolio Management, Strategic Financial..., Investments, Finance, Estate Planning, Retirement Planning
Education
Red River College 1975 — 1977
Diploma Business Admin, Accounting
Sheridan College 1971 — 1973
Diploma of Fashion Design
Investment Pieces July 2011 - Present
BMO Nesbitt Burns October 2001 - Present
Partners in Planning Financial Services 1995 - 2001
St. Boniface Hospital 1982 - 1983
Skills
Portfolio Strategy, Entrepreneurship, Tax, Portfolio Management, Strategic Financial..., Investments, Finance, Estate Planning, Retirement Planning
Education
Red River College 1975 — 1977
Diploma Business Admin, Accounting
Sheridan College 1971 — 1973
Diploma of Fashion Design
Daniel DiManno, CPA, CA Daniel DiManno, CPA, CA's BMO Nesbitt Burns Experience December 2009 - November 2010
Job Chartered Professional Accountant
Industry Financial Services
Experience
Daniel DiManno, CPA, CA January 2010 - Present
BMO Nesbitt Burns December 2009 - November 2010
Grant Thornton 2005 - December 2009
Magna International 2002 - 2005
Education
Ryerson University 2000 — 2004
BCOMM, Accounting & Finance
Brebeuf College
Daniel DiManno, CPA, CA January 2010 - Present
BMO Nesbitt Burns December 2009 - November 2010
Grant Thornton 2005 - December 2009
Magna International 2002 - 2005
Education
Ryerson University 2000 — 2004
BCOMM, Accounting & Finance
Brebeuf College
Robert terBrugge Robert terBrugge's BMO Nesbitt Burns Experience August 2014 - Present
Job Wealth Management Consultant at BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns August 2014 - Present
BMO Financial Group 2010 - August 2014
BMO Financial Group 2005 - 2010
Self-Employed Financial Planner 2002 - 2005
TD Waterhouse Inc. 1999 - 2002
TD Asset Management Inc. 1996 - 1999
TD Asset Management Inc. 1994 - 1996
Self-Employed Financial Planner 1992 - 1993
IBM Canada Ltd. 1985 - 1992
Skills
Personal Financial..., Operational management, Software Development, Customer Oriented, Direct Sales, Retirement Planning, Wealth Management, Financial Services, Operations Management, Mutual Funds, Investments, Relationship Management, Banking, Financial Advisory, Investment Advisory, Financial Planning, Estate Planning
Education
McMaster University
Bachelor of Commerce (B.Com.), Marketing and Finance
McMaster University
Bachelor of Commerce (B.Com.)
BMO Nesbitt Burns August 2014 - Present
BMO Financial Group 2010 - August 2014
BMO Financial Group 2005 - 2010
Self-Employed Financial Planner 2002 - 2005
TD Waterhouse Inc. 1999 - 2002
TD Asset Management Inc. 1996 - 1999
TD Asset Management Inc. 1994 - 1996
Self-Employed Financial Planner 1992 - 1993
IBM Canada Ltd. 1985 - 1992
Skills
Personal Financial..., Operational management, Software Development, Customer Oriented, Direct Sales, Retirement Planning, Wealth Management, Financial Services, Operations Management, Mutual Funds, Investments, Relationship Management, Banking, Financial Advisory, Investment Advisory, Financial Planning, Estate Planning
Education
McMaster University
Bachelor of Commerce (B.Com.), Marketing and Finance
McMaster University
Bachelor of Commerce (B.Com.)
David Frei David Frei's BMO Nesbitt Burns Experience May 1998 - July 2008
Job Vice President and Senior Portfolio Manager Infrastructure Fixed Income Funds at Fiera Capital
Industry Financial Services
Experience
Fiera Capital Corporation April 2011 - Present
Infrastructure Ontario March 2009 - April 2011
BMO Nesbitt Burns May 1998 - July 2008
Skills
Project Finance, Trading, Portfolio Management, Fixed Income, PPP projects, Negotiation, Alternative Investments, Securitization, Corporate Finance, Financial Modeling, Public/private..., Investments, Asset Management, Financial Structuring, Investment Banking
Education
Queen's University 1994 — 1998
B.Com (Honours)
CFA Institute
CFA
Fiera Capital Corporation April 2011 - Present
Infrastructure Ontario March 2009 - April 2011
BMO Nesbitt Burns May 1998 - July 2008
Skills
Project Finance, Trading, Portfolio Management, Fixed Income, PPP projects, Negotiation, Alternative Investments, Securitization, Corporate Finance, Financial Modeling, Public/private..., Investments, Asset Management, Financial Structuring, Investment Banking
Education
Queen's University 1994 — 1998
B.Com (Honours)
CFA Institute
CFA
Steven Hart, CFP Steven Hart, CFP's BMO Nesbitt Burns Experience October 2001 - Present
Job Wealth Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns October 2001 - Present
Charles Schwab 1999 - 2001
BMO Nesbitt Burns 1995 - 1999
Skills
Wealth Management, High Net Worth..., Investment Advisory, Investment Strategies, Investments, Financial Advisory, Wealth, Finance, Financial Planners, Insurance, Asset Allocation, Mutual Funds, Wealth Management..., Retirement Planning, Portfolio Management, Securities, Asset Management, Equities
Education
Ryerson University 1987 — 1991
BBM, Accounting/Finance
Applewood Heights 1983 — 1987
BMO Nesbitt Burns October 2001 - Present
Charles Schwab 1999 - 2001
BMO Nesbitt Burns 1995 - 1999
Skills
Wealth Management, High Net Worth..., Investment Advisory, Investment Strategies, Investments, Financial Advisory, Wealth, Finance, Financial Planners, Insurance, Asset Allocation, Mutual Funds, Wealth Management..., Retirement Planning, Portfolio Management, Securities, Asset Management, Equities
Education
Ryerson University 1987 — 1991
BBM, Accounting/Finance
Applewood Heights 1983 — 1987
Lindsey Tropea, MBA Lindsey Tropea, MBA's BMO Nesbitt Burns Experience September 2014 - June 2015
Job Manager, Wealth Management Advisory at EY
Industry Financial Services
Experience
EY June 2015 - Present
BMO Nesbitt Burns September 2014 - June 2015
BMO Nesbitt Burns November 2011 - September 2014
Women in Capital Markets Golf Tournament January 2011 - August 2012
Ernestine's Women's Shelter 2010 - May 2012
BMO Nesbitt Burns February 2008 - October 2011
BMO Nesbitt Burns June 2006 - January 2008
Skills
Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Investment Advisory, Financial Planning, Investment Strategies, Retirement Planning, Business Analysis, Equities, Asset Allocation, Risk Management
Education
Queen's University 2012 — 2013
MBA, Management & Strategy
EY June 2015 - Present
BMO Nesbitt Burns September 2014 - June 2015
BMO Nesbitt Burns November 2011 - September 2014
Women in Capital Markets Golf Tournament January 2011 - August 2012
Ernestine's Women's Shelter 2010 - May 2012
BMO Nesbitt Burns February 2008 - October 2011
BMO Nesbitt Burns June 2006 - January 2008
Skills
Portfolio Management, Investments, Mutual Funds, Strategic Financial..., Wealth Management, Investment Advisory, Financial Planning, Investment Strategies, Retirement Planning, Business Analysis, Equities, Asset Allocation, Risk Management
Education
Queen's University 2012 — 2013
MBA, Management & Strategy
Joe Macek's BMO Nesbitt Burns Experience January 1998 - November 2014
Job Wealth Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth, Global Wealth Management, Scotiabank 2014 - Present
BMO Nesbitt Burns January 1998 - November 2014
Skills
Mortgage Lending, Banking, Mergers, Corporate Finance, Residential Mortgages, Business Strategy, Business Planning, Mutual Funds, Risk Management, Portfolio Management, Investment Advisory, Financial Advisory, Securities, Wealth, Financial Services, Insurance, Finance, Asset Allocation, Retirement, Wealth Management..., Alternative Investments, Relationship Management, Equities, Valuation, Private Equity, Capital Markets, Critical Illness, Disability Insurance, Fixed Income, Venture Capital, ETFs, Life Insurance, Economics, Real Estate, Hedge Funds, Bonds, Strategy, Business Analysis, New Business Development, Investment Management, Financial Planners, Estate Planning, Credit, Debt Consolidation, High Net Worth..., Loans, Investor Relations, Commercial Mortgages, Segregated Funds, Due Diligence
Education
Sisler High School 1990 — 1991
Graduated High School
Red River College
HollisWealth, Global Wealth Management, Scotiabank 2014 - Present
BMO Nesbitt Burns January 1998 - November 2014
Skills
Mortgage Lending, Banking, Mergers, Corporate Finance, Residential Mortgages, Business Strategy, Business Planning, Mutual Funds, Risk Management, Portfolio Management, Investment Advisory, Financial Advisory, Securities, Wealth, Financial Services, Insurance, Finance, Asset Allocation, Retirement, Wealth Management..., Alternative Investments, Relationship Management, Equities, Valuation, Private Equity, Capital Markets, Critical Illness, Disability Insurance, Fixed Income, Venture Capital, ETFs, Life Insurance, Economics, Real Estate, Hedge Funds, Bonds, Strategy, Business Analysis, New Business Development, Investment Management, Financial Planners, Estate Planning, Credit, Debt Consolidation, High Net Worth..., Loans, Investor Relations, Commercial Mortgages, Segregated Funds, Due Diligence
Education
Sisler High School 1990 — 1991
Graduated High School
Red River College
Jill Delyea Jill Delyea's BMO Nesbitt Burns Experience January 1983 - February 2009
Job Business Consultant/Administration, Project Coordination
Industry Financial Services
Experience
BMO NESBITT BURNS January 1983 - February 2009
Education
Ryerson University
Telecommunications
BMO NESBITT BURNS January 1983 - February 2009
Education
Ryerson University
Telecommunications
Rick Ellas Rick Ellas's BMO Nesbitt Burns Experience 1995 - 1999
Job Certified Financial Planner, CFP
Industry Financial Services
Experience
Ellas Financial January 1999 - Present
BMO Nesbitt Burns 1995 - 1999
Texas Instruments 1982 - 1987
Skills
Certified Financial..., Volunteer with Canadian...
Education
McMaster University 1976 — 1981
B. Eng., Physics, Optics and Semiconductor
Ellas Financial January 1999 - Present
BMO Nesbitt Burns 1995 - 1999
Texas Instruments 1982 - 1987
Skills
Certified Financial..., Volunteer with Canadian...
Education
McMaster University 1976 — 1981
B. Eng., Physics, Optics and Semiconductor
Brian Mills Brian Mills's BMO Nesbitt Burns Experience April 2000 - March 2003
Job Vice President and Regional Manager at National Bank Financial
Industry Financial Services
Experience
National Bank Financial July 2012 - Present
Manulife Financial September 2003 - June 2012
BMO Nesbitt Burns April 2000 - March 2003
Global Allocation Financial April 1998 - April 2000
Skills
Investments, Sales Management, New Business Development, Insurance, Customer Service, Wealth Management, Team Building, CRM, Mutual Funds, Marketing, Retirement, Investment Advisory, Finance, Asset Allocation, Banking, Relationship Management, Portfolio Management, Securities, Retirement Planning
Education
Ryerson University
Business
University of Toronto
Psychology
National Bank Financial July 2012 - Present
Manulife Financial September 2003 - June 2012
BMO Nesbitt Burns April 2000 - March 2003
Global Allocation Financial April 1998 - April 2000
Skills
Investments, Sales Management, New Business Development, Insurance, Customer Service, Wealth Management, Team Building, CRM, Mutual Funds, Marketing, Retirement, Investment Advisory, Finance, Asset Allocation, Banking, Relationship Management, Portfolio Management, Securities, Retirement Planning
Education
Ryerson University
Business
University of Toronto
Psychology
Brian Wong Brian Wong's BMO Nesbitt Burns Experience July 2014 - Present
Job Portfolio Manager at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns July 2014 - Present
Swaen Capital September 2011 - September 2013
Centurion Investment Management Pte Ltd August 2009 - May 2011
Swiss-Asia Financial Services March 2005 - August 2009
Ong First Tradition Pte Ltd December 2000 - March 2005
UOB Securities Pte Ltd June 1999 - November 2000
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Financial Markets, Investments, Due Diligence, Equities, Derivatives, Emerging Markets, Portfolio Management, Wealth Management, Investment Advisory, Investment Management, Fixed Income, Asset Management, Investment Strategies, Private Equity
Education
Nanyang Technological University 1995 — 1998
Bachelor of Business, Major in Financial Analysis, Minor in Applied Economics
CFA Institute
BMO Nesbitt Burns July 2014 - Present
Swaen Capital September 2011 - September 2013
Centurion Investment Management Pte Ltd August 2009 - May 2011
Swiss-Asia Financial Services March 2005 - August 2009
Ong First Tradition Pte Ltd December 2000 - March 2005
UOB Securities Pte Ltd June 1999 - November 2000
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Financial Markets, Investments, Due Diligence, Equities, Derivatives, Emerging Markets, Portfolio Management, Wealth Management, Investment Advisory, Investment Management, Fixed Income, Asset Management, Investment Strategies, Private Equity
Education
Nanyang Technological University 1995 — 1998
Bachelor of Business, Major in Financial Analysis, Minor in Applied Economics
CFA Institute
Brian I. Timmis Brian I. Timmis's BMO Nesbitt Burns Experience May 2010 - August 2011
Job Risk Assessment Analyst at CIPF
Industry Financial Services
Experience
Canadian Investor Protection Fund December 2013 - December 2014
Aviva Investors July 2012 - August 2012
BMO Nesbitt Burns May 2010 - August 2011
Skills
Work Ethic, Leadership, Creative Problem Solving, Analytic Thinking, Time Management, Discipline, Thinking Outside The Box, Great Motivator, Networking, Making Connections
Education
Queen's University 2009 — 2013
Bachelor of Commerce (BCom), Commerce
Rotterdam School of Management 2012 — 2012
Bachelor of Commerce (B.Com.), International Business Administration
Canadian Investor Protection Fund December 2013 - December 2014
Aviva Investors July 2012 - August 2012
BMO Nesbitt Burns May 2010 - August 2011
Skills
Work Ethic, Leadership, Creative Problem Solving, Analytic Thinking, Time Management, Discipline, Thinking Outside The Box, Great Motivator, Networking, Making Connections
Education
Queen's University 2009 — 2013
Bachelor of Commerce (BCom), Commerce
Rotterdam School of Management 2012 — 2012
Bachelor of Commerce (B.Com.), International Business Administration
Diane Mendonca-Macri Diane Mendonca-Macri's BMO Nesbitt Burns Experience 1998 - 2005
Job Branch Administrator
Industry Financial Services
Experience
Richardson GMP November 2013 - June 2014
Macquarie Group January 2009 - November 2013
Blackmont Capital 2006 - 2009
BMO Nesbitt Burns 1998 - 2005
Skills
Securities, Wealth Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Investments, Fixed Income, Portfolio Management, Financial Services, Investment Advisory, Bonds, Capital Markets, Asset Management, Financial Planning
Education
Ryerson University 2000 — 2002
Bachelor of Commerce (B.Com.), Marketing Management/ Human Resources Management
Seneca College of Applied Arts and Technology 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Canadian Securities Institute
Canadian Securities Course, Financial
Richardson GMP November 2013 - June 2014
Macquarie Group January 2009 - November 2013
Blackmont Capital 2006 - 2009
BMO Nesbitt Burns 1998 - 2005
Skills
Securities, Wealth Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Investments, Fixed Income, Portfolio Management, Financial Services, Investment Advisory, Bonds, Capital Markets, Asset Management, Financial Planning
Education
Ryerson University 2000 — 2002
Bachelor of Commerce (B.Com.), Marketing Management/ Human Resources Management
Seneca College of Applied Arts and Technology 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Canadian Securities Institute
Canadian Securities Course, Financial
James Cockfield, CIWM James Cockfield, CIWM's BMO Nesbitt Burns Experience August 2012 - August 2014
Job Financial Planner at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group September 2014 - Present
BMO Nesbitt Burns August 2012 - August 2014
Canaccord Wealth Management June 2011 - June 2012
Canaccord Wealth Management November 2009 - June 2011
DundeeWealth June 2009 - September 2009
Pivotal Financial Partners July 2006 - June 2009
AGF Funds Inc. October 1998 - December 2005
Skills
Wealth Management, Investments, Wealth, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Asset Managment, Strategic Financial..., Investment Advisory, Equities, Securities, Fixed Income, Relationship Management, Financial Services, Risk Management, Finance, Insurance, Estate Planning, Retirement Planning, Strategy, ETFs, Wealth Management..., Financial Planning
Education
Oliver's Learning 2013 — 2013
Life Licence Qualifying Program (LLQP), Life Insurance, Pass
Canadian Securities Institute 2012 — 2012
Advanced Retirement Management Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Advanced Estate Planning and Trust Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management
Canadian Securities Insitute 2011 — 2011
Advanced Investment Strategies, Wealth Management, Passed
Canadian Securities Institute 2011 — 2011
Wealth Management Essentials
Canaccord Wealth Management 2010 — 2010
90-Day Advisor Training Progam
Canadian Securities Institute 2010 — 2010
CSWP, Chartered Strategic Wealth Professional
Ryerson University 2000 — 2002
Marketing Certificate, Marketing
BMO Financial Group September 2014 - Present
BMO Nesbitt Burns August 2012 - August 2014
Canaccord Wealth Management June 2011 - June 2012
Canaccord Wealth Management November 2009 - June 2011
DundeeWealth June 2009 - September 2009
Pivotal Financial Partners July 2006 - June 2009
AGF Funds Inc. October 1998 - December 2005
Skills
Wealth Management, Investments, Wealth, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Asset Managment, Strategic Financial..., Investment Advisory, Equities, Securities, Fixed Income, Relationship Management, Financial Services, Risk Management, Finance, Insurance, Estate Planning, Retirement Planning, Strategy, ETFs, Wealth Management..., Financial Planning
Education
Oliver's Learning 2013 — 2013
Life Licence Qualifying Program (LLQP), Life Insurance, Pass
Canadian Securities Institute 2012 — 2012
Advanced Retirement Management Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Advanced Estate Planning and Trust Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management
Canadian Securities Insitute 2011 — 2011
Advanced Investment Strategies, Wealth Management, Passed
Canadian Securities Institute 2011 — 2011
Wealth Management Essentials
Canaccord Wealth Management 2010 — 2010
90-Day Advisor Training Progam
Canadian Securities Institute 2010 — 2010
CSWP, Chartered Strategic Wealth Professional
Ryerson University 2000 — 2002
Marketing Certificate, Marketing
Jeff Vukasinovic Jeff Vukasinovic's BMO Nesbitt Burns Experience October 2013 - November 2013
Job Sales Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy February 2014 - July 2014
BMO Nesbitt Burns October 2013 - November 2013
Pace Consulting Benefits & Pensions LTD. August 2011 - December 2012
RBC Dominion Securities October 2007 - August 2011
Skills
Insurance, Portfolio Management, Business Development, Investments, Risk Management, Strategic Financial..., Wealth Management, Relationship Management, Retirement Planning, Mutual Funds, Equities, Securities, Financial Planning
Education
Ryerson University 2007 — 2010
BComm, Finance and Economics
dunbarton
dunbarton
CIBC Wood Gundy February 2014 - July 2014
BMO Nesbitt Burns October 2013 - November 2013
Pace Consulting Benefits & Pensions LTD. August 2011 - December 2012
RBC Dominion Securities October 2007 - August 2011
Skills
Insurance, Portfolio Management, Business Development, Investments, Risk Management, Strategic Financial..., Wealth Management, Relationship Management, Retirement Planning, Mutual Funds, Equities, Securities, Financial Planning
Education
Ryerson University 2007 — 2010
BComm, Finance and Economics
dunbarton
dunbarton
Tony Loureiro Tony Loureiro's BMO Nesbitt Burns Experience 2000 - 2002
Job Vice President, Distributed Computing Services at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial August 2011 - Present
Sun Life Financial August 2009 - August 2011
Bank of Montreal May 2007 - July 2009
Bank of Montreal November 2006 - May 2007
Bank of Montreal 2002 - 2006
BMO Nesbitt Burns 2000 - 2002
BMO Nesbitt Burns 1998 - 2000
CIBC 1996 - 1998
CDS - SEDAR 1995 - 1997
Skills
Management, Team Building, Project Management, SDLC, Vendor Management, IT Strategy, Team Management, Storage, ITIL, Business Analysis, Project Planning, Microsoft Exchange, Disaster Recovery, IT Service Management, Risk Management, Change Management, Program Management, Enterprise Architecture
Education
Ryerson University
Sun Life Financial August 2011 - Present
Sun Life Financial August 2009 - August 2011
Bank of Montreal May 2007 - July 2009
Bank of Montreal November 2006 - May 2007
Bank of Montreal 2002 - 2006
BMO Nesbitt Burns 2000 - 2002
BMO Nesbitt Burns 1998 - 2000
CIBC 1996 - 1998
CDS - SEDAR 1995 - 1997
Skills
Management, Team Building, Project Management, SDLC, Vendor Management, IT Strategy, Team Management, Storage, ITIL, Business Analysis, Project Planning, Microsoft Exchange, Disaster Recovery, IT Service Management, Risk Management, Change Management, Program Management, Enterprise Architecture
Education
Ryerson University
Mindy Mok Mindy Mok's BMO Nesbitt Burns Experience February 2011 - Present
Job Investment Advisor at BMO Nesbitt Burns, Private Client Division
Industry Financial Services
Experience
BMO Nesbitt Burns February 2011 - Present
Scotiabank April 2008 - April 2009
Scotibank January 2006 - March 2008
Scotiabank May 2002 - December 2005
Skills
Wealth Management, Investments, Banking, Strategic Financial..., Portfolio Management, CRM, Equities, Financial Modeling, Risk Management, Financial Analysis, Leadership, Business Development
Education
Queen's University 2009 — 2010
Master of Business Administration (MBA)
Mannheim Business School 2010 — 2010
Master of Business Administration (MBA)
University of Toronto 2001 — 2005
Honours Bachelor of Arts, Economics
BMO Nesbitt Burns February 2011 - Present
Scotiabank April 2008 - April 2009
Scotibank January 2006 - March 2008
Scotiabank May 2002 - December 2005
Skills
Wealth Management, Investments, Banking, Strategic Financial..., Portfolio Management, CRM, Equities, Financial Modeling, Risk Management, Financial Analysis, Leadership, Business Development
Education
Queen's University 2009 — 2010
Master of Business Administration (MBA)
Mannheim Business School 2010 — 2010
Master of Business Administration (MBA)
University of Toronto 2001 — 2005
Honours Bachelor of Arts, Economics
Georgia Corkins's BMO Nesbitt Burns Experience 1992 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
Idlewyld Manor 2010 - Present
BMO Nesbitt Burns 1992 - Present
ScotiaMcLeod 1990 - 1992
Skills
Investments, Retirement, Strategic Financial..., Securities, Retirement Planning, Estate Planning, Mutual Funds, Portfolio Management, Wealth Management, Investment Strategies, Financial Planning, Financial Services, Asset Allocation, Equities, Investment Advisory, Asset Management, Financial Advisory, Investment Management, Fixed Income, Finance
Education
Ryerson University 1983 — 1986
Bachelor of Applied Arts, Radio & Television
Jarvis Collegiate 1977 — 1982
Bachelor of Applied Arts
Idlewyld Manor 2010 - Present
BMO Nesbitt Burns 1992 - Present
ScotiaMcLeod 1990 - 1992
Skills
Investments, Retirement, Strategic Financial..., Securities, Retirement Planning, Estate Planning, Mutual Funds, Portfolio Management, Wealth Management, Investment Strategies, Financial Planning, Financial Services, Asset Allocation, Equities, Investment Advisory, Asset Management, Financial Advisory, Investment Management, Fixed Income, Finance
Education
Ryerson University 1983 — 1986
Bachelor of Applied Arts, Radio & Television
Jarvis Collegiate 1977 — 1982
Bachelor of Applied Arts
Jennifer Lenhardt's BMO Nesbitt Burns Experience August 2010 - Present
Job Associate Investment Advisor, Financial Planner
Industry Financial Services
Experience
BMO Nesbitt Burns August 2010 - Present
CIBC Wood Gundy September 1998 - August 2010
Skills
Wealth Management, Portfolio Management
Education
Queen's University 1994 — 1998
BA Hon, Business
BMO Nesbitt Burns August 2010 - Present
CIBC Wood Gundy September 1998 - August 2010
Skills
Wealth Management, Portfolio Management
Education
Queen's University 1994 — 1998
BA Hon, Business
Wendy Tsau's BMO Nesbitt Burns Experience 1998 - 2000
Job Senior Manager, Communications and Special Projects at Scotiabank
Industry Accounting
Experience
Scotiabank July 2015 - Present
EY August 2014 - July 2015
EY 2011 - 2014
EY 2007 - 2011
Dow Jones Newswires 2000 - 2007
BMO Nesbitt Burns 1998 - 2000
Skills
Corporate Communications, Internal Communications, Strategic Communications, Newsletters, Web Content, Editing, Publications, Storytelling, Feature Articles, Proofreading, Market Research, Media Relations, Copy Editing, Public Speaking, Employee Engagement, Content Management, Journalism, Crisis Communications, Press Releases, Public Relations, Social Media, Speech Writing, Leadership, Marketing, Strategy, Integrated Marketing
Education
Canadian Securities Institute 1999 — 1999
CSC, CPH
The University of Western Ontario 1997 — 1998
MA, Journalism
Queen's University 1993 — 1997
BA Honours
Scotiabank July 2015 - Present
EY August 2014 - July 2015
EY 2011 - 2014
EY 2007 - 2011
Dow Jones Newswires 2000 - 2007
BMO Nesbitt Burns 1998 - 2000
Skills
Corporate Communications, Internal Communications, Strategic Communications, Newsletters, Web Content, Editing, Publications, Storytelling, Feature Articles, Proofreading, Market Research, Media Relations, Copy Editing, Public Speaking, Employee Engagement, Content Management, Journalism, Crisis Communications, Press Releases, Public Relations, Social Media, Speech Writing, Leadership, Marketing, Strategy, Integrated Marketing
Education
Canadian Securities Institute 1999 — 1999
CSC, CPH
The University of Western Ontario 1997 — 1998
MA, Journalism
Queen's University 1993 — 1997
BA Honours
Faizal Dasu's BMO Nesbitt Burns Experience October 2003 - June 2004
Job Program Analyst at St. Joseph's Health Care London
Industry Hospital & Health Care
Experience
St. Joseph's Health Care London March 2015 - Present
Canadian Institute for Health Information December 2013 - Present
eHealth Ontario November 2012 - November 2013
eHealth Ontario October 2012 - November 2013
eHealth Ontario February 2010 - October 2012
Canada Running Series September 2008 - September 2010
Eddie Bauer May 2007 - August 2010
eHealth Ontario January 2010 - April 2010
Ryerson University April 2008 - May 2009
BMO Nesbitt Burns October 2003 - June 2004
Skills
Project Management, Visio, ITIL, Time Management, Customer Service, Microsoft Office, Teamwork, Research, Team Leadership, Microsoft Excel, System Administration, Leadership, PowerPoint, Microsoft Word, Business Analysis, Management, Analysis, Strategic Planning, Social Media, Healthcare, Policy, Troubleshooting, Access, Data Analysis, SharePoint, Sales, Program Management
Education
Ryerson University 2013 — 2015
Bachelor of Arts (B.A.), Health Services/Allied Health/Health Sciences, General
Ryerson University 2012 — 2014
Bachelor of Commerce (B.Com.), Health Service Management
Ryerson University 2005 — 2009
Bachelors of Science, Biology
Ryerson University 2006 — 2008
Specialization in Management, Science Management
St. Joseph's Health Care London March 2015 - Present
Canadian Institute for Health Information December 2013 - Present
eHealth Ontario November 2012 - November 2013
eHealth Ontario October 2012 - November 2013
eHealth Ontario February 2010 - October 2012
Canada Running Series September 2008 - September 2010
Eddie Bauer May 2007 - August 2010
eHealth Ontario January 2010 - April 2010
Ryerson University April 2008 - May 2009
BMO Nesbitt Burns October 2003 - June 2004
Skills
Project Management, Visio, ITIL, Time Management, Customer Service, Microsoft Office, Teamwork, Research, Team Leadership, Microsoft Excel, System Administration, Leadership, PowerPoint, Microsoft Word, Business Analysis, Management, Analysis, Strategic Planning, Social Media, Healthcare, Policy, Troubleshooting, Access, Data Analysis, SharePoint, Sales, Program Management
Education
Ryerson University 2013 — 2015
Bachelor of Arts (B.A.), Health Services/Allied Health/Health Sciences, General
Ryerson University 2012 — 2014
Bachelor of Commerce (B.Com.), Health Service Management
Ryerson University 2005 — 2009
Bachelors of Science, Biology
Ryerson University 2006 — 2008
Specialization in Management, Science Management
Fadi Hajjaj Fadi Hajjaj's BMO Nesbitt Burns Experience June 2011 - October 2011
Job Product Manager
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Edward Jones January 2013 - May 2015
CIBC November 2011 - January 2013
BMO Nesbitt Burns June 2011 - October 2011
Skills
Financial Analysis, Market Research, Time Management, Business Analysis, Microsoft Excel, Teamwork, Accounting, Microsoft Office, Research, Leadership, Strategic Financial..., Financial Modeling
Education
Ryerson University 2006 — 2011
BComm, Finance Major with Accounting focus
Edward Jones May 2015 - Present
Edward Jones January 2013 - May 2015
CIBC November 2011 - January 2013
BMO Nesbitt Burns June 2011 - October 2011
Skills
Financial Analysis, Market Research, Time Management, Business Analysis, Microsoft Excel, Teamwork, Accounting, Microsoft Office, Research, Leadership, Strategic Financial..., Financial Modeling
Education
Ryerson University 2006 — 2011
BComm, Finance Major with Accounting focus
Maria-Christina Christodoulou's BMO Nesbitt Burns Experience February 2012 - September 2012
Job J.D. Candidate at Queen's University Faculty of Law
Industry Legal Services
Experience
KG Group May 2015 - August 2015
Tony Baker Law Office July 2014 - August 2015
University of Toronto Pre-Law Society, Voir Dire October 2012 - May 2015
Arcturus Realty Corporation - Member of the SNC-Lavalin Group May 2013 - August 2013
Harbourfront Centre June 2012 - September 2012
BMO Nesbitt Burns February 2012 - September 2012
Skills
Microsoft Office, Communication, Data Entry, Leadership, Proposal Writing, Writing, Mail Merge, Editing, Organization, Microsoft Excel, Microsoft Word, Teamwork, Social Networking, Social Media, Time Management, Marketing
Education
Queen's University 2015 — 2018
Juris Doctor (J.D.), Law
University of Toronto 2011 — 2015
Honours Bachelor of Arts (B.A.), Double Major in Ethics, Society, and Law, and Philosophy
Vaughan Road Academy 2009 — 2011
Ontario Secondary School Diploma with Honors
KG Group May 2015 - August 2015
Tony Baker Law Office July 2014 - August 2015
University of Toronto Pre-Law Society, Voir Dire October 2012 - May 2015
Arcturus Realty Corporation - Member of the SNC-Lavalin Group May 2013 - August 2013
Harbourfront Centre June 2012 - September 2012
BMO Nesbitt Burns February 2012 - September 2012
Skills
Microsoft Office, Communication, Data Entry, Leadership, Proposal Writing, Writing, Mail Merge, Editing, Organization, Microsoft Excel, Microsoft Word, Teamwork, Social Networking, Social Media, Time Management, Marketing
Education
Queen's University 2015 — 2018
Juris Doctor (J.D.), Law
University of Toronto 2011 — 2015
Honours Bachelor of Arts (B.A.), Double Major in Ethics, Society, and Law, and Philosophy
Vaughan Road Academy 2009 — 2011
Ontario Secondary School Diploma with Honors
Bill McNeill Bill McNeill's BMO Nesbitt Burns Experience December 1997 - June 2011
Job Regulatory, Legal, Compliance Professional
Industry Financial Services
Experience
Humber College, Business School January 2012 - Present
BMO Nesbitt Burns December 1997 - June 2011
Richardson Greenshields of Canada, Limited January 1996 - December 1996
Borden & Elliot September 1972 - December 1995
Education
Queen's University
BA, LLB
York University - Osgoode Hall Law School
LL.M
Humber College, Business School January 2012 - Present
BMO Nesbitt Burns December 1997 - June 2011
Richardson Greenshields of Canada, Limited January 1996 - December 1996
Borden & Elliot September 1972 - December 1995
Education
Queen's University
BA, LLB
York University - Osgoode Hall Law School
LL.M
Dave Lougheed Dave Lougheed's BMO Nesbitt Burns Experience November 2004 - October 2010
Job Vice President, Portfolio Manager, Private Client Group with Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. November 2013 - Present
Heritage Park Historical Village 2012 - 2015
Heritage Park Historical Village 2012 - 2015
Macquarie Private Wealth November 2010 - October 2013
Rugby 1968 - 2012
BMO Nesbitt Burns November 2004 - October 2010
Leicester Tigers RFC July 1998 - June 2000
Upper Canada College July 1993 - June 1998
Skills
Investments, Investment Strategies, Wealth Management, Investment Advisory, Equities, Wealth Management..., Wealth, Mutual Funds, Succession Planning, Alternative Investments, Securities, Strategic Financial..., Retirement Planning, Investment Management, Finance, Financial Advisory
Education
The University of Calgary 2000 — 2002
Master of Business Administration (M.B.A.)
Upper Canada College 1993 — 1998
Queen's University 1986 — 1993
BA/BPHE, MA
The University of Western Ontario 1991 — 1992
B.Ed.
Raymond James Ltd. November 2013 - Present
Heritage Park Historical Village 2012 - 2015
Heritage Park Historical Village 2012 - 2015
Macquarie Private Wealth November 2010 - October 2013
Rugby 1968 - 2012
BMO Nesbitt Burns November 2004 - October 2010
Leicester Tigers RFC July 1998 - June 2000
Upper Canada College July 1993 - June 1998
Skills
Investments, Investment Strategies, Wealth Management, Investment Advisory, Equities, Wealth Management..., Wealth, Mutual Funds, Succession Planning, Alternative Investments, Securities, Strategic Financial..., Retirement Planning, Investment Management, Finance, Financial Advisory
Education
The University of Calgary 2000 — 2002
Master of Business Administration (M.B.A.)
Upper Canada College 1993 — 1998
Queen's University 1986 — 1993
BA/BPHE, MA
The University of Western Ontario 1991 — 1992
B.Ed.
Kyle Ungerman's BMO Nesbitt Burns Experience August 2015 - Present
Job Wealth Management at Bank of Montreal
Industry Banking
Experience
BMO Nesbitt Burns August 2015 - Present
Brevada January 2014 - Present
TheFounderProject May 2013 - May 2014
D1 Mobile April 2013 - June 2013
Kognitive Marketing 2012 - 2013
Skills
Event Planning, Microsoft Office, Public Speaking, Social Media, Research, Entrepreneurship, Microsoft Word, Sports, Customer Service, PowerPoint, Community Outreach, Finance, Venture Capital, Start-ups, Leadership, Teamwork, Small Business, Social Networking, Event Management, Retail
Education
Nanyang Technological University 2015 — 2015
The University of Western Ontario 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Tanenbaum CHAT Wallenberg 2007 — 2011
High School, Business Administration and Management, General
BMO Nesbitt Burns August 2015 - Present
Brevada January 2014 - Present
TheFounderProject May 2013 - May 2014
D1 Mobile April 2013 - June 2013
Kognitive Marketing 2012 - 2013
Skills
Event Planning, Microsoft Office, Public Speaking, Social Media, Research, Entrepreneurship, Microsoft Word, Sports, Customer Service, PowerPoint, Community Outreach, Finance, Venture Capital, Start-ups, Leadership, Teamwork, Small Business, Social Networking, Event Management, Retail
Education
Nanyang Technological University 2015 — 2015
The University of Western Ontario 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Tanenbaum CHAT Wallenberg 2007 — 2011
High School, Business Administration and Management, General
Maisha Chowdhury's BMO Nesbitt Burns Experience June 2014 - March 2015
Job Administrative Sales Assistant at BMO Wealth Management
Industry Banking
Experience
BMO Wealth Management - Canada March 2015 - Present
BMO Nesbitt Burns June 2014 - March 2015
Reitmans Canada Ltée/Ltd March 2011 - June 2014
Skills
Teamwork, Team Leadership, Customer Service, Research, Business Management, Project Management, Administration, Time Management, Public Speaking, Customer Relations, Health Policy, Political Science, Creative Arts, Event Planning, Sales, Leadership, Training, Social Media, Marketing, Strategic Planning, Retail, Sales Management, Social Media Marketing, Teaching, Public Relations, Social Networking, Management, Event Management, Fundraising, Analytical Skills, Critical Thinking, Microsoft Office, English, Bengali
Education
Ryerson University 2014 — 2015
Business Management Certificate, Business Administration and Management, General
University of Toronto 2010 — 2014
Completed year 3, Political Science and Health Studies
Bowmanville High School 2006 — 2010
High School, OSSD
BMO Wealth Management - Canada March 2015 - Present
BMO Nesbitt Burns June 2014 - March 2015
Reitmans Canada Ltée/Ltd March 2011 - June 2014
Skills
Teamwork, Team Leadership, Customer Service, Research, Business Management, Project Management, Administration, Time Management, Public Speaking, Customer Relations, Health Policy, Political Science, Creative Arts, Event Planning, Sales, Leadership, Training, Social Media, Marketing, Strategic Planning, Retail, Sales Management, Social Media Marketing, Teaching, Public Relations, Social Networking, Management, Event Management, Fundraising, Analytical Skills, Critical Thinking, Microsoft Office, English, Bengali
Education
Ryerson University 2014 — 2015
Business Management Certificate, Business Administration and Management, General
University of Toronto 2010 — 2014
Completed year 3, Political Science and Health Studies
Bowmanville High School 2006 — 2010
High School, OSSD
Ralph Evans's BMO Nesbitt Burns Experience 1994 - 1999
Job Your modern professional RE/MAX agent
Industry Real Estate
Experience
RE/MAX Professionals Inc December 2004 - Present
IBM Global Services July 1999 - December 2004
BMO Nesbitt Burns 1994 - 1999
Burns Fry 1988 - 1994
Merrill Lynch Canada 1982 - 1988
Skills
Etobicoke, Real Estate, Etobicoke Homes, Etobicoke Condo, Toronto Real Estate, Selling, Investments, Condos, Real Estate Investment, Social Media, Canadian Securities..., CSC, PMP, Broadridge Experience, IBM SIS, Mainframe, Client Server, MS Office Suite, MS Project, Word, MS Word, Wordpress, Trade Processing, VSAM, Brokerage Back Office..., B228, Project Management, Business Analysis, VM/CMS, Business Networking, Trading, Microsoft Word, Townhomes, Sellers, Residential Homes, Investment Properties, Microsoft Office, Referrals, Home Staging, Brokerage, First Time Home Buyers, Sales, Relocation, Resellers, Real Property, Single Family Homes, Real Estate Transactions, Buyers, New Home Sales, Listings
Education
Ryerson University 1989 — 1991
Marketing Certificate, Business
University of Guelph 1978 — 1982
Honours BSc., Computing and Information Science
North Toronto 1973 — 1978
Grade 13 - Honours Graduation Certificate, 70's Culture
RE/MAX Professionals Inc December 2004 - Present
IBM Global Services July 1999 - December 2004
BMO Nesbitt Burns 1994 - 1999
Burns Fry 1988 - 1994
Merrill Lynch Canada 1982 - 1988
Skills
Etobicoke, Real Estate, Etobicoke Homes, Etobicoke Condo, Toronto Real Estate, Selling, Investments, Condos, Real Estate Investment, Social Media, Canadian Securities..., CSC, PMP, Broadridge Experience, IBM SIS, Mainframe, Client Server, MS Office Suite, MS Project, Word, MS Word, Wordpress, Trade Processing, VSAM, Brokerage Back Office..., B228, Project Management, Business Analysis, VM/CMS, Business Networking, Trading, Microsoft Word, Townhomes, Sellers, Residential Homes, Investment Properties, Microsoft Office, Referrals, Home Staging, Brokerage, First Time Home Buyers, Sales, Relocation, Resellers, Real Property, Single Family Homes, Real Estate Transactions, Buyers, New Home Sales, Listings
Education
Ryerson University 1989 — 1991
Marketing Certificate, Business
University of Guelph 1978 — 1982
Honours BSc., Computing and Information Science
North Toronto 1973 — 1978
Grade 13 - Honours Graduation Certificate, 70's Culture
Colin Miller, CFA's BMO Nesbitt Burns Experience 2004 - 2008
Job Senior Investment Consultant at Aon Hewitt
Industry Investment Management
Experience
Aon Hewitt November 2011 - Present
BMO Investments Inc. February 2010 - November 2011
BMO Asset Management September 2008 - February 2010
BMO Nesbitt Burns 2004 - 2008
Skills
Investments, Investment Strategies, Mutual Funds, Wealth Management, Portfolio Management, Investment Management, Asset Allocation, Asset Management, Retirement Planning, Pensions, Fixed Income, Alternative Investments, Equities, Investment Advisory, Retirement
Education
Memorial University of Newfoundland 1998 — 2003
B. Comm, Finance
CFA Institute
CFA Charterholder
Aon Hewitt November 2011 - Present
BMO Investments Inc. February 2010 - November 2011
BMO Asset Management September 2008 - February 2010
BMO Nesbitt Burns 2004 - 2008
Skills
Investments, Investment Strategies, Mutual Funds, Wealth Management, Portfolio Management, Investment Management, Asset Allocation, Asset Management, Retirement Planning, Pensions, Fixed Income, Alternative Investments, Equities, Investment Advisory, Retirement
Education
Memorial University of Newfoundland 1998 — 2003
B. Comm, Finance
CFA Institute
CFA Charterholder
Stefani Ferris Stefani Ferris's BMO Nesbitt Burns Experience June 2015 - September 2015
Job DVE Operator, City of Winnipeg
Industry Public Safety
Experience
City of Winnipeg September 2015 - Present
BMO Nesbitt Burns June 2015 - September 2015
Steinbach Credit Union August 2012 - June 2015
TD Bank Group April 2010 - August 2012
TD Bank Group December 2009 - April 2010
Skills
Mortgage Lending, Banking, Credit, Consumer Lending, Loans, Retail Banking, Commercial Banking, Commercial Lending, Investments, Residential Mortgages, Lines Of Credit, Small Business Lending, Mutual Funds, Financial Services, Financial Analysis, Portfolio Management, Customer Service, Credit Analysis, Wealth Management, Supervisory Skills, Sales, Office Administration, Recruiting
Education
University of Manitoba 2013 — 2017
Bachelor's Degree, Psychology
Red River College 2009 — 2012
Business Administration Diploma, Business Administration
Fort Richmond Collegiate 2007 — 2008
High School
Oak Park High School 2005 — 2007
High School
City of Winnipeg September 2015 - Present
BMO Nesbitt Burns June 2015 - September 2015
Steinbach Credit Union August 2012 - June 2015
TD Bank Group April 2010 - August 2012
TD Bank Group December 2009 - April 2010
Skills
Mortgage Lending, Banking, Credit, Consumer Lending, Loans, Retail Banking, Commercial Banking, Commercial Lending, Investments, Residential Mortgages, Lines Of Credit, Small Business Lending, Mutual Funds, Financial Services, Financial Analysis, Portfolio Management, Customer Service, Credit Analysis, Wealth Management, Supervisory Skills, Sales, Office Administration, Recruiting
Education
University of Manitoba 2013 — 2017
Bachelor's Degree, Psychology
Red River College 2009 — 2012
Business Administration Diploma, Business Administration
Fort Richmond Collegiate 2007 — 2008
High School
Oak Park High School 2005 — 2007
High School
Daniel Stagliano's BMO Nesbitt Burns Experience July 2015 - Present
Job Marketing Associate at BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns July 2015 - Present
BMO Financial Group October 2013 - July 2015
DIRM Inc January 2010 - September 2013
University First Class Painters May 2013 - August 2013
Skills
Microsoft Excel, Leadership, Public Speaking, Team Leadership, Customer Service, Event Planning, Business Development, Sales, Philanthropy, Social Media
Education
Ryerson University 2012 — 2015
Bachelor’s Degree, Entrepreneurship/Entrepreneurial Studies
University of Victoria 2013 — 2013
Maison Francais, French Studies
Chaminade 2008 — 2012
High School
BMO Nesbitt Burns July 2015 - Present
BMO Financial Group October 2013 - July 2015
DIRM Inc January 2010 - September 2013
University First Class Painters May 2013 - August 2013
Skills
Microsoft Excel, Leadership, Public Speaking, Team Leadership, Customer Service, Event Planning, Business Development, Sales, Philanthropy, Social Media
Education
Ryerson University 2012 — 2015
Bachelor’s Degree, Entrepreneurship/Entrepreneurial Studies
University of Victoria 2013 — 2013
Maison Francais, French Studies
Chaminade 2008 — 2012
High School
Tamara Darchiville, AIRS CIR's BMO Nesbitt Burns Experience January 1997 - September 2000
Job Talent Acquisition Manager
Industry Staffing and Recruiting
Experience
Kelly Services April 2015 - Present
RPC (Richard Pett Consulting Inc) January 2012 - Present
Tamara Darchiville Talent January 2012 - Present
Summerhill September 2011 - December 2011
Silpada Designs January 2010 - January 2011
Toronto Stock Exchange September 2000 - December 2003
BMO Nesbitt Burns January 1997 - September 2000
Skills
Recruiting, Business Development, Account Management, Executive Search, Talent Acquisition, Applicant Tracking..., Human Resources, Consulting, Technical Recruiting, Coaching, Permanent Placement, Employee Relations, Training, Employee Engagement, Performance Management, Passive Candidate Search, Employer Branding
Education
Ryerson University 1996 — 1998
Certificate in Human Resources, Human Resources
Mohawk College 1991 — 1994
Diploma, Accounting
Kelly Services April 2015 - Present
RPC (Richard Pett Consulting Inc) January 2012 - Present
Tamara Darchiville Talent January 2012 - Present
Summerhill September 2011 - December 2011
Silpada Designs January 2010 - January 2011
Toronto Stock Exchange September 2000 - December 2003
BMO Nesbitt Burns January 1997 - September 2000
Skills
Recruiting, Business Development, Account Management, Executive Search, Talent Acquisition, Applicant Tracking..., Human Resources, Consulting, Technical Recruiting, Coaching, Permanent Placement, Employee Relations, Training, Employee Engagement, Performance Management, Passive Candidate Search, Employer Branding
Education
Ryerson University 1996 — 1998
Certificate in Human Resources, Human Resources
Mohawk College 1991 — 1994
Diploma, Accounting
Di Li (Judy) Zhu Di Li (Judy) Zhu's BMO Nesbitt Burns Experience September 2007 - January 2008
Job Accountant at The Metrontario Group
Industry Accounting
Experience
The Metrontario Group October 2012 - Present
CYY Accountants Corporation August 2012 - October 2012
Logos Baptist Church Milliken July 2011 - August 2011
Logos Baptist Church June 2008 - August 2008
BMO Nesbitt Burns September 2007 - January 2008
Skills
QuickBooks, Accounts Payable &..., Tax Returns, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Access, Mandarin, Account Reconciliation, Accounting, Customer Service, Analysis, Financial Accounting, Financial Analysis, Leadership, Microsoft Office, Research, Teamwork, Time Management
Education
DeGroote School of Business, McMaster University 2008 — 2012
Honours Bachelor of Commerce, Accounting
McMaster University 2008 — 2012
Bachelor of Commerce (B.Com.)
The Metrontario Group October 2012 - Present
CYY Accountants Corporation August 2012 - October 2012
Logos Baptist Church Milliken July 2011 - August 2011
Logos Baptist Church June 2008 - August 2008
BMO Nesbitt Burns September 2007 - January 2008
Skills
QuickBooks, Accounts Payable &..., Tax Returns, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Access, Mandarin, Account Reconciliation, Accounting, Customer Service, Analysis, Financial Accounting, Financial Analysis, Leadership, Microsoft Office, Research, Teamwork, Time Management
Education
DeGroote School of Business, McMaster University 2008 — 2012
Honours Bachelor of Commerce, Accounting
McMaster University 2008 — 2012
Bachelor of Commerce (B.Com.)
Fran Grasso Fran Grasso's BMO Nesbitt Burns Experience 2000 - 2007
Job Senior Business Consultant at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
BMO Financial Group August 2013 - August 2014
BMO Financial Group October 2010 - July 2013
Bank of Montreal October 2007 - October 2010
BMO Nesbitt Burns 2000 - 2007
Interlog Internet Services Inc. / PSINet Limited 1997 - 2000
Skills
Capital Markets, SDLC, Requirements Gathering, Business Analysis, Requirements Management, Analytical Skills, Canadian Securities..., Project Management, Business Requirements, Business Process..., Requirements Analysis, User Acceptance Testing, Project Portfolio..., SharePoint, Project Delivery, IT Strategy, PMO, Business Process, Software Development, Solution Architecture, Software Project..., Agile Methodologies, Visio, PMP, Strategy, Vendor Management, Quality Assurance, Team Leadership, Business Intelligence, Systems Analysis, Integration, Business Process Design, Governance, Data Modeling, Gap Analysis, Data Warehousing, Business Process..., SOA, ITIL, Resource Management, Business Architecture, Business Process Mapping, IT Management
Education
Ryerson University 1991 — 1995
Bachelor of Applied Arts
BMO Financial Group August 2014 - Present
BMO Financial Group August 2013 - August 2014
BMO Financial Group October 2010 - July 2013
Bank of Montreal October 2007 - October 2010
BMO Nesbitt Burns 2000 - 2007
Interlog Internet Services Inc. / PSINet Limited 1997 - 2000
Skills
Capital Markets, SDLC, Requirements Gathering, Business Analysis, Requirements Management, Analytical Skills, Canadian Securities..., Project Management, Business Requirements, Business Process..., Requirements Analysis, User Acceptance Testing, Project Portfolio..., SharePoint, Project Delivery, IT Strategy, PMO, Business Process, Software Development, Solution Architecture, Software Project..., Agile Methodologies, Visio, PMP, Strategy, Vendor Management, Quality Assurance, Team Leadership, Business Intelligence, Systems Analysis, Integration, Business Process Design, Governance, Data Modeling, Gap Analysis, Data Warehousing, Business Process..., SOA, ITIL, Resource Management, Business Architecture, Business Process Mapping, IT Management
Education
Ryerson University 1991 — 1995
Bachelor of Applied Arts
Mary-Lyn Kieffer, M.A.'s BMO Nesbitt Burns Experience August 2005 - August 2006
Job Business Development and Marketing Manager at Gowling Lafleur Henderson LLP
Industry Legal Services
Experience
Gowling Lafleur Henderson LLP March 2013 - Present
The Capital Lab June 2012 - January 2013
marcus evans August 2007 - March 2012
BMO Nesbitt Burns August 2005 - August 2006
PricewaterhouseCoopers May 2004 - August 2004
Skills
Strategy, Investments, Corporate Communications, Investor Relations, Sales, B2B, Business Development, Budgets, Event Management, Leadership, Contract Negotiation, Strategic Planning, Lead Generation, Management, Marketing, Marketing Strategy, Project Planning, Market Research, Program Management
Education
Ryerson University 2006 — 2007
M.A., International Economics and Finance
Ryerson University 2001 — 2005
B.A, International Economics and Finance
Canadian Securities Institute (CSI)
Gowling Lafleur Henderson LLP March 2013 - Present
The Capital Lab June 2012 - January 2013
marcus evans August 2007 - March 2012
BMO Nesbitt Burns August 2005 - August 2006
PricewaterhouseCoopers May 2004 - August 2004
Skills
Strategy, Investments, Corporate Communications, Investor Relations, Sales, B2B, Business Development, Budgets, Event Management, Leadership, Contract Negotiation, Strategic Planning, Lead Generation, Management, Marketing, Marketing Strategy, Project Planning, Market Research, Program Management
Education
Ryerson University 2006 — 2007
M.A., International Economics and Finance
Ryerson University 2001 — 2005
B.A, International Economics and Finance
Canadian Securities Institute (CSI)
Somant Maraj Somant Maraj's BMO Nesbitt Burns Experience January 2013 - December 2013
Job Analyst, M&A at FirePower Capital
Industry Investment Banking
Experience
FirePower Capital August 2014 - Present
FirePower Capital January 2014 - July 2014
BMO Nesbitt Burns January 2013 - December 2013
Education
Ryerson University
Bachelor of Science (BSc), Chemistry
FirePower Capital August 2014 - Present
FirePower Capital January 2014 - July 2014
BMO Nesbitt Burns January 2013 - December 2013
Education
Ryerson University
Bachelor of Science (BSc), Chemistry
Adil Lalani Adil Lalani's BMO Nesbitt Burns Experience 1999 - 2000
Job Regional Director, Southern Alberta at First West Capital
Industry Capital Markets
Experience
First West Capital August 2015 - Present
Genfinity Capital 2015 - 2015
Macquarie Energy Capital 2009 - 2014
KERN Partners 2006 - 2008
Carlson Capital June 2005 - August 2005
Banc of America Securities March 2002 - April 2004
Bank of America 2001 - 2002
BMO Nesbitt Burns 1999 - 2000
Skills
Investment Management, Capital Markets, Oil & Gas Industry, Deal Sourcing, Financial Structuring, Deal Execution, Project Finance, Private Equity, Board Level, Hedge Funds, Investment Banking, Credit Analysis, Financial Modeling, Equities, Investments, Asset Management, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions, Risk Management, DCF, M&A experience, High Yield
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, (Concentrations in Finance, Strategy and Real Estate)
CFA Institute
Chartered Financial Analyst (CFA) Designation
Queen's University 1995 — 1999
B Comm, Finance
Western Canada High School
First West Capital August 2015 - Present
Genfinity Capital 2015 - 2015
Macquarie Energy Capital 2009 - 2014
KERN Partners 2006 - 2008
Carlson Capital June 2005 - August 2005
Banc of America Securities March 2002 - April 2004
Bank of America 2001 - 2002
BMO Nesbitt Burns 1999 - 2000
Skills
Investment Management, Capital Markets, Oil & Gas Industry, Deal Sourcing, Financial Structuring, Deal Execution, Project Finance, Private Equity, Board Level, Hedge Funds, Investment Banking, Credit Analysis, Financial Modeling, Equities, Investments, Asset Management, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions, Risk Management, DCF, M&A experience, High Yield
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, (Concentrations in Finance, Strategy and Real Estate)
CFA Institute
Chartered Financial Analyst (CFA) Designation
Queen's University 1995 — 1999
B Comm, Finance
Western Canada High School
Christine Smeeton Christine Smeeton's BMO Nesbitt Burns Experience January 2001 - January 2002
Job Chartered Accountant
Industry Financial Services
Experience
PEDIATRIC ONCOLOGY GROUP OF ONTARIO (POGO) January 2005 - April 2013
BMO Nesbitt Burns January 2001 - January 2002
BMO Nesbitt Burns January 1998 - January 2001
RBC Dominion Securities January 1996 - January 1998
Deloitte & Touche January 1995 - January 1996
BDO Canada January 1993 - January 1995
Skills
Finance, Management, Accounting, Capital Markets, Portfolio Management, Valuation, Investments, Banking, Strategic Planning, Marketing Strategy
Education
University of Toronto - Rotman School of Management 2010 — 2010
Initiative for Women in Business - Back to Work Program
Queen's University 1988 — 1992
Honours Bachelor of Commerce
PEDIATRIC ONCOLOGY GROUP OF ONTARIO (POGO) January 2005 - April 2013
BMO Nesbitt Burns January 2001 - January 2002
BMO Nesbitt Burns January 1998 - January 2001
RBC Dominion Securities January 1996 - January 1998
Deloitte & Touche January 1995 - January 1996
BDO Canada January 1993 - January 1995
Skills
Finance, Management, Accounting, Capital Markets, Portfolio Management, Valuation, Investments, Banking, Strategic Planning, Marketing Strategy
Education
University of Toronto - Rotman School of Management 2010 — 2010
Initiative for Women in Business - Back to Work Program
Queen's University 1988 — 1992
Honours Bachelor of Commerce
Peter Malysewich Peter Malysewich's BMO Nesbitt Burns Experience March 2011 - November 2013
Job Investment Professional and MBA candidate at the DeGroote School of Business
Industry Investment Management
Experience
HollisWealth, Scotiabank Global Wealth & Insurance April 2014 - July 2015
BMO Nesbitt Burns March 2011 - November 2013
BMO Investorline January 2010 - February 2011
Interac Japan March 2006 - September 2009
Nova April 2004 - December 2005
Skills
Investment Advisory, Canadian Securities..., Economics, Investments, Mutual Funds, Options, Derivatives, EFT, Bonds, Convertible Bonds, CPH, Corporate Finance, Financial Analysis, Statistics, Research, Fundamental Analysis, Trading, Fixed Income, Asset Allocation, Risk Management, Cash Flow, Diversification, High Net Worth..., Manage Client..., Manage client..., Equities, Equity Trading, Technical Analysis, Wealth Management, Relationship Management, Securities, Retirement Planning, Investment Strategies, Portfolio Management, Finance, Investment Management, Financial Modeling
Education
McMaster University 2014 — 2017
Master of Business Administration (MBA)
University of Waterloo 1999 — 2003
B.A., Economics
Canadian Securities Institute
HollisWealth, Scotiabank Global Wealth & Insurance April 2014 - July 2015
BMO Nesbitt Burns March 2011 - November 2013
BMO Investorline January 2010 - February 2011
Interac Japan March 2006 - September 2009
Nova April 2004 - December 2005
Skills
Investment Advisory, Canadian Securities..., Economics, Investments, Mutual Funds, Options, Derivatives, EFT, Bonds, Convertible Bonds, CPH, Corporate Finance, Financial Analysis, Statistics, Research, Fundamental Analysis, Trading, Fixed Income, Asset Allocation, Risk Management, Cash Flow, Diversification, High Net Worth..., Manage Client..., Manage client..., Equities, Equity Trading, Technical Analysis, Wealth Management, Relationship Management, Securities, Retirement Planning, Investment Strategies, Portfolio Management, Finance, Investment Management, Financial Modeling
Education
McMaster University 2014 — 2017
Master of Business Administration (MBA)
University of Waterloo 1999 — 2003
B.A., Economics
Canadian Securities Institute
Nina Fiorentino Nina Fiorentino's BMO Nesbitt Burns Experience September 1989 - Present
Job Vice President & Managing Director Product and Services at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns September 1989 - Present
Skills
Business Process..., Process Improvement, Team Leadership, Team Management, Project Management, Leadership, Financial Services
Education
Ryerson University 1986 — 1989
BMO Nesbitt Burns September 1989 - Present
Skills
Business Process..., Process Improvement, Team Leadership, Team Management, Project Management, Leadership, Financial Services
Education
Ryerson University 1986 — 1989
Shannon Pyper Shannon Pyper's BMO Nesbitt Burns Experience September 1999 - March 2005
Job Associate at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited March 2005 - Present
BMO Nesbitt Burns September 1999 - March 2005
Education
Northern Alberta Institute of Technology 1997 — 1999
Business - Finance, Finance and Financial Management Services
Richardson GMP Limited March 2005 - Present
BMO Nesbitt Burns September 1999 - March 2005
Education
Northern Alberta Institute of Technology 1997 — 1999
Business - Finance, Finance and Financial Management Services
Jeff Gruber Jeff Gruber's BMO Nesbitt Burns Experience March 1997 - February 1999
Job Portfolio Manager at Dixon Mitchell Investment Counsel
Industry Investment Management
Experience
Dixon Mitchell Investment Counsel April 2015 - Present
UBS Wealth Management November 2012 - April 2015
Mapleridge Capital May 2011 - September 2012
Mapleridge Capital January 2008 - May 2011
Asset Logics Capital Management January 2000 - June 2007
BMO Nesbitt Burns March 1997 - February 1999
Skills
Commodities, Investments, Trading Strategies, Alternative Investments, Hedge Funds, Investment Strategies, Trading, Asset Allocation, FX, Derivatives, Equities, Portfolio Management, Asset Management, Trading Systems, Financial Markets
Education
Queen's University 1992 — 1996
BCOM, Finance, (Honours)
Canadian Securities Institute
CSC, CPH, DFC, FP I, FP II
Financial Planning Standards Council (FPSC)
Level I CFP
Market Technicians Association (MTA)
Chartered Market Technician (CMT)
Dixon Mitchell Investment Counsel April 2015 - Present
UBS Wealth Management November 2012 - April 2015
Mapleridge Capital May 2011 - September 2012
Mapleridge Capital January 2008 - May 2011
Asset Logics Capital Management January 2000 - June 2007
BMO Nesbitt Burns March 1997 - February 1999
Skills
Commodities, Investments, Trading Strategies, Alternative Investments, Hedge Funds, Investment Strategies, Trading, Asset Allocation, FX, Derivatives, Equities, Portfolio Management, Asset Management, Trading Systems, Financial Markets
Education
Queen's University 1992 — 1996
BCOM, Finance, (Honours)
Canadian Securities Institute
CSC, CPH, DFC, FP I, FP II
Financial Planning Standards Council (FPSC)
Level I CFP
Market Technicians Association (MTA)
Chartered Market Technician (CMT)
Dalton Garrison's BMO Nesbitt Burns Experience March 2009 - May 2010
Job Apple Certified Mac Technician (ACMT), Director of Communications, Experienced Project Manager and Board Member
Industry Information Technology and Services
Experience
Apple June 2014 - Present
Apple May 2010 - June 2014
Apple April 2012 - November 2012
BMO Nesbitt Burns March 2009 - May 2010
Richardson GMP December 2008 - March 2009
Education
Ryerson University
University of Waterloo
Bachelor of Environmental Studies
Apple June 2014 - Present
Apple May 2010 - June 2014
Apple April 2012 - November 2012
BMO Nesbitt Burns March 2009 - May 2010
Richardson GMP December 2008 - March 2009
Education
Ryerson University
University of Waterloo
Bachelor of Environmental Studies
Fred Beattie Fred Beattie's BMO Nesbitt Burns Experience 1998 - 2002
Job Retired
Industry Information Technology and Services
Experience
Retired 2012 - Present
Independent Contractor 2011 - 2012
Manulife Financial June 2008 - February 2011
Private Consultancy July 2007 - May 2008
GMAC ResCap Canada June 2004 - June 2007
GMAC - Residential Funding of Canada 2004 - 2007
Canada Life Assurance August 2002 - May 2004
BMO Nesbitt Burns 1998 - 2002
ACI Worldwide Inc. 1996 - 1998
Wildup LLC 1984 - 1998
Skills
Team Building, Architecture, SDLC, Vendor Management, Business Analysis, IT Strategy, PMO, Program Management, Project Portfolio..., Software Project..., Project Management, Business Intelligence, Risk Management, Change Management, Strategy, Cross-functional Team..., Management, Leadership, Project Planning, Data Center, Architectures, Consulting
Education
Newcastle University 1971 — 1973
BEd, History/Drama
The University of Edinburgh 1969 — 1970
MA, History
The University of Edinburgh 1966 — 1969
BA, History
Dumfries Academy 1960 — 1966
General secondary
Retired 2012 - Present
Independent Contractor 2011 - 2012
Manulife Financial June 2008 - February 2011
Private Consultancy July 2007 - May 2008
GMAC ResCap Canada June 2004 - June 2007
GMAC - Residential Funding of Canada 2004 - 2007
Canada Life Assurance August 2002 - May 2004
BMO Nesbitt Burns 1998 - 2002
ACI Worldwide Inc. 1996 - 1998
Wildup LLC 1984 - 1998
Skills
Team Building, Architecture, SDLC, Vendor Management, Business Analysis, IT Strategy, PMO, Program Management, Project Portfolio..., Software Project..., Project Management, Business Intelligence, Risk Management, Change Management, Strategy, Cross-functional Team..., Management, Leadership, Project Planning, Data Center, Architectures, Consulting
Education
Newcastle University 1971 — 1973
BEd, History/Drama
The University of Edinburgh 1969 — 1970
MA, History
The University of Edinburgh 1966 — 1969
BA, History
Dumfries Academy 1960 — 1966
General secondary
Alexa Colenbrander Alexa Colenbrander's BMO Nesbitt Burns Experience February 1999 - Present
Job Wealth Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns February 1999 - Present
Skills
Investments, Estate Planning, Retirement Planning, Wealth Management, Asset Management, Insurance, Financial Planning, Asset Managment, Strategic Financial..., Wealth Management..., High Net Worth..., Investment Strategies, Wealth, Corporate Finance, Investment Advisory, Asset Allocation, Finance, Financial Advisory
Education
University of Toronto - Rotman School of Management 1987 — 1989
MBA.
Queen's University 1980 — 1984
BA Hons
Port Credit Secondary School
BMO Nesbitt Burns February 1999 - Present
Skills
Investments, Estate Planning, Retirement Planning, Wealth Management, Asset Management, Insurance, Financial Planning, Asset Managment, Strategic Financial..., Wealth Management..., High Net Worth..., Investment Strategies, Wealth, Corporate Finance, Investment Advisory, Asset Allocation, Finance, Financial Advisory
Education
University of Toronto - Rotman School of Management 1987 — 1989
MBA.
Queen's University 1980 — 1984
BA Hons
Port Credit Secondary School
Aine King's BMO Nesbitt Burns Experience October 2014 - May 2015
Job Senior Service Representative Funds Administration at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group May 2015 - Present
BMO Nesbitt Burns October 2014 - May 2015
Danske Bank January 2014 - August 2014
Down Heating Company May 2007 - August 2014
AIB March 2013 - January 2014
Teleperformance November 2012 - March 2013
New Look February 2008 - November 2012
Mercedes-Benz UK Ltd June 2007 - September 2007
Skills
Banking, Retail Banking, Credit, Commercial Banking, Credit Risk, Loans, Financial Risk, Credit Analysis, Risk Management, Payments, Analysis, Cash Management, Credit Cards, Portfolio Management, Customer Service
Education
Queen's University Belfast 2008 — 2011
Geography, Geography
Assumption Grammar School, Ballynahinch 2001 — 2008
BMO Financial Group May 2015 - Present
BMO Nesbitt Burns October 2014 - May 2015
Danske Bank January 2014 - August 2014
Down Heating Company May 2007 - August 2014
AIB March 2013 - January 2014
Teleperformance November 2012 - March 2013
New Look February 2008 - November 2012
Mercedes-Benz UK Ltd June 2007 - September 2007
Skills
Banking, Retail Banking, Credit, Commercial Banking, Credit Risk, Loans, Financial Risk, Credit Analysis, Risk Management, Payments, Analysis, Cash Management, Credit Cards, Portfolio Management, Customer Service
Education
Queen's University Belfast 2008 — 2011
Geography, Geography
Assumption Grammar School, Ballynahinch 2001 — 2008
Cam Kilvert Cam Kilvert's BMO Nesbitt Burns Experience April 2015 - August 2015
Job Summer Trading Analyst at BMO Nesbitt Burns
Industry Investment Management
Experience
Ryerson Capital Markets Group September 2014 - Present
BMO Nesbitt Burns April 2015 - August 2015
Dynamic Funds May 2014 - September 2014
Scotiabank May 2013 - August 2013
The Granite Club March 2012 - April 2013
Toronto Blue Jays February 2010 - December 2010
Skills
Event Management, Marketing, Management, Sports Marketing, Sports, PowerPoint, Customer Service, Sponsorship, Sports Management, Social Media, Public Relations, Social Networking, Marketing Strategy, Financial Reporting, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Microsoft Excel, Teamwork, Microsoft Office, Time Management, Leadership
Education
Ryerson University 2011 — 2015
Finance, Commerce
Ryerson Capital Markets Group September 2014 - Present
BMO Nesbitt Burns April 2015 - August 2015
Dynamic Funds May 2014 - September 2014
Scotiabank May 2013 - August 2013
The Granite Club March 2012 - April 2013
Toronto Blue Jays February 2010 - December 2010
Skills
Event Management, Marketing, Management, Sports Marketing, Sports, PowerPoint, Customer Service, Sponsorship, Sports Management, Social Media, Public Relations, Social Networking, Marketing Strategy, Financial Reporting, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Microsoft Excel, Teamwork, Microsoft Office, Time Management, Leadership
Education
Ryerson University 2011 — 2015
Finance, Commerce
Arthur Gomes's BMO Nesbitt Burns Experience February 2007 - August 2007
Job Senior Consultant at IBM Canada
Industry Management Consulting
Experience
IBM Canada June 2014 - Present
IBM Canada Ltd. 2012 - Present
ExxonMobil May 2011 - July 2012
Scotiabank May 2010 - December 2010
BMO Nesbitt Burns February 2007 - August 2007
Skills
Financial Accounting, Tax Accounting, Tax Analysis, Strategy, Project Planning, Communication Skills, Accounting, Portfolio Management, Business Analysis, Analysis, Market Analysis, Business Intelligence
Education
Ryerson University 2008 — 2012
B. Comm, Accounting
IBM Canada June 2014 - Present
IBM Canada Ltd. 2012 - Present
ExxonMobil May 2011 - July 2012
Scotiabank May 2010 - December 2010
BMO Nesbitt Burns February 2007 - August 2007
Skills
Financial Accounting, Tax Accounting, Tax Analysis, Strategy, Project Planning, Communication Skills, Accounting, Portfolio Management, Business Analysis, Analysis, Market Analysis, Business Intelligence
Education
Ryerson University 2008 — 2012
B. Comm, Accounting
Melissa Karia Melissa Karia's BMO Nesbitt Burns Experience January 2015 - Present
Job CER at Indigo, Publishing Student
Industry Publishing
Experience
BMO Nesbitt Burns January 2015 - Present
Indigo October 2010 - Present
BCS Communications November 2012 - January 2013
York University February 2010 - May 2011
Skills
Public Speaking, Higher Education, Social Media, Data Analysis, Event Planning, Community Outreach, Visual Merchandising, Retail Sales, Office Administration, Customer Service, Research, Writing, Proofreading
Education
York University 2006 — 2011
Honours Bachelor's of arts, Humanities/Humanistic Studies
Ryerson University
Certificate, Book Publishing
BMO Nesbitt Burns January 2015 - Present
Indigo October 2010 - Present
BCS Communications November 2012 - January 2013
York University February 2010 - May 2011
Skills
Public Speaking, Higher Education, Social Media, Data Analysis, Event Planning, Community Outreach, Visual Merchandising, Retail Sales, Office Administration, Customer Service, Research, Writing, Proofreading
Education
York University 2006 — 2011
Honours Bachelor's of arts, Humanities/Humanistic Studies
Ryerson University
Certificate, Book Publishing
Rajanthan Weerasingham Rajanthan Weerasingham's BMO Nesbitt Burns Experience December 2010 - March 2011
Job Intermediate Underwriter at Pembridge Insurance Company
Industry Insurance
Experience
Pembridge Insurance Company October 2014 - Present
Pembridge Insurance Company June 2012 - October 2014
The Home Depot Canada September 2005 - June 2012
BMO Nesbitt Burns December 2010 - March 2011
Skills
Access, Financial Analysis, Forecasting, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Team Leadership, Strategic Planning, Strategic Communications, General Insurance, Budgets
Education
Ryerson University 2011 — 2013
BComm, Finance
Seneca College of Applied Arts and Technology 2007 — 2011
Financial Planning (Co-op)
Pembridge Insurance Company October 2014 - Present
Pembridge Insurance Company June 2012 - October 2014
The Home Depot Canada September 2005 - June 2012
BMO Nesbitt Burns December 2010 - March 2011
Skills
Access, Financial Analysis, Forecasting, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Team Leadership, Strategic Planning, Strategic Communications, General Insurance, Budgets
Education
Ryerson University 2011 — 2013
BComm, Finance
Seneca College of Applied Arts and Technology 2007 — 2011
Financial Planning (Co-op)
Terry Vango, CRS Terry Vango, CRS's BMO Nesbitt Burns Experience February 1992 - October 2002
Job Investment Advisor at TD Waterhouse
Industry Financial Services
Experience
TD WATERHOUSE November 2002 - Present
BMO Nesbitt Burns February 1992 - October 2002
3 OTHER FIRMS June 1984 - February 1992
Skills
Mutual Funds, Alternative Investments, Investments, Asset Allocation, Financial Analysis, Corporate Finance, Wealth Management, Retirement Planning, Relationship Management, Investment Advisory, Business Planning, Asset Managment, Investment Strategies, Valuation, Financial Advisory, Strategic Financial..., Equities, Retirement, Fixed Income, ETFs, Securities, Banking, Private Equity, Wealth Management..., Bonds, Investment Banking, Asset Management, Financial Planning
Education
Ryerson University
Computer Programming and Management
Seneca College of Applied Arts and Technology
Computer Programming
TD WATERHOUSE November 2002 - Present
BMO Nesbitt Burns February 1992 - October 2002
3 OTHER FIRMS June 1984 - February 1992
Skills
Mutual Funds, Alternative Investments, Investments, Asset Allocation, Financial Analysis, Corporate Finance, Wealth Management, Retirement Planning, Relationship Management, Investment Advisory, Business Planning, Asset Managment, Investment Strategies, Valuation, Financial Advisory, Strategic Financial..., Equities, Retirement, Fixed Income, ETFs, Securities, Banking, Private Equity, Wealth Management..., Bonds, Investment Banking, Asset Management, Financial Planning
Education
Ryerson University
Computer Programming and Management
Seneca College of Applied Arts and Technology
Computer Programming
Pauline Davison, FMA Pauline Davison, FMA's BMO Nesbitt Burns Experience March 2001 - January 2006
Job VP, Compliance at Queensbury Securities Inc.
Industry Financial Services
Experience
Queensbury Securities Inc. September 2013 - Present
RBC Dominion Securities December 2011 - August 2013
IIROC (Investment Industry Regulatory Organization of Canada) May 2008 - December 2011
IIROC (Investment Industry Regulatory Organization of Canada) January 2006 - May 2008
BMO Nesbitt Burns March 2001 - January 2006
Skills
Investments, Options, Mutual Funds, Securities Regulation, Trading, Risk Management, Securities, Equities, Equity Trading, Capital Markets, Wealth Management
Education
Ryerson University 1992 — 1996
Business Management
Canadian Securities Institute
Queensbury Securities Inc. September 2013 - Present
RBC Dominion Securities December 2011 - August 2013
IIROC (Investment Industry Regulatory Organization of Canada) May 2008 - December 2011
IIROC (Investment Industry Regulatory Organization of Canada) January 2006 - May 2008
BMO Nesbitt Burns March 2001 - January 2006
Skills
Investments, Options, Mutual Funds, Securities Regulation, Trading, Risk Management, Securities, Equities, Equity Trading, Capital Markets, Wealth Management
Education
Ryerson University 1992 — 1996
Business Management
Canadian Securities Institute
David Waugh David Waugh's BMO Nesbitt Burns Experience January 2002 - Present
Job Portfolio Manager, VicePresident at BMO Nesbitt Burns.
Industry Financial Services
Experience
BMO Nesbitt Burns January 2002 - Present
Merrill Lynch 1999 - 2002
Midland Walwyn 1996 - 1999
Wood Gundy 1993 - 1996
Ontario Hydro September 1988 - August 1993
Skills
Fixed Income, Investments, Asset Management, Investment Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Portfolio Optimization, Estate Planning, Strategic Planning, Hedge Funds, Derivatives, Wealth, Bonds, Trading, Commodities, Retirement, Currency, Equity Derivatives, Capital Markets, Risk Management, Technical Analysis, Due Diligence, Financial Advice, Trading Systems, FX, Public Speaking, Risk, Emerging Markets, Equities, Wealth Management, Asset Allocation, Portfolio Management, Financial Planning, Financial Services, Finance, ETFs, Investment Management, High Net Worth..., Strategy, Banking, Wealth Management..., Financial Analysis, Financial Markets, Securities, Financial Modeling, Valuation, Equity Research, Insurance
Education
McMaster University 1987 — 1989
M.B.A., Finance
University of Toronto 1981 — 1985
B.Sc., Geology
BMO Nesbitt Burns January 2002 - Present
Merrill Lynch 1999 - 2002
Midland Walwyn 1996 - 1999
Wood Gundy 1993 - 1996
Ontario Hydro September 1988 - August 1993
Skills
Fixed Income, Investments, Asset Management, Investment Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Portfolio Optimization, Estate Planning, Strategic Planning, Hedge Funds, Derivatives, Wealth, Bonds, Trading, Commodities, Retirement, Currency, Equity Derivatives, Capital Markets, Risk Management, Technical Analysis, Due Diligence, Financial Advice, Trading Systems, FX, Public Speaking, Risk, Emerging Markets, Equities, Wealth Management, Asset Allocation, Portfolio Management, Financial Planning, Financial Services, Finance, ETFs, Investment Management, High Net Worth..., Strategy, Banking, Wealth Management..., Financial Analysis, Financial Markets, Securities, Financial Modeling, Valuation, Equity Research, Insurance
Education
McMaster University 1987 — 1989
M.B.A., Finance
University of Toronto 1981 — 1985
B.Sc., Geology
Peter White, CFA's BMO Nesbitt Burns Experience June 2006 - Present
Job Wealth Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns June 2006 - Present
ScotiaMcLeod January 1999 - June 2006
Skills
Wealth Management, Investments, Securities, Strategy, Retirement, Investment Strategies, Wealth, Asset Managment, Investment Advisory, Finance, Alternative Investments, Equities, Retirement Planning, Mutual Funds, Asset Allocation, Investment Management, ETFs, Portfolio Management, Financial Advisory, Wealth Management..., Strategic Financial..., Fixed Income, Estate Planning, Asset Management
Education
Queen's University 1992 — 1996
BA (Honours)
Upper Canada College 1983 — 1992
BMO Nesbitt Burns June 2006 - Present
ScotiaMcLeod January 1999 - June 2006
Skills
Wealth Management, Investments, Securities, Strategy, Retirement, Investment Strategies, Wealth, Asset Managment, Investment Advisory, Finance, Alternative Investments, Equities, Retirement Planning, Mutual Funds, Asset Allocation, Investment Management, ETFs, Portfolio Management, Financial Advisory, Wealth Management..., Strategic Financial..., Fixed Income, Estate Planning, Asset Management
Education
Queen's University 1992 — 1996
BA (Honours)
Upper Canada College 1983 — 1992
Tim Anderson, CFA's BMO Nesbitt Burns Experience October 1993 - Present
Job Senior VicePresident & Portfolio Manager at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns October 1993 - Present
Education
CFA Institute
CFA, Chartered Fianancial Analyst
Mount Allison University
Bachelor of Arts
BMO Nesbitt Burns October 1993 - Present
Education
CFA Institute
CFA, Chartered Fianancial Analyst
Mount Allison University
Bachelor of Arts
Mark Parent's BMO Nesbitt Burns Experience 2002 - Present
Job Portfolio Manager BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns 2002 - Present
Taurus Capital Markets 2000 - 2001
Northern Securities 1998 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Investment Advisory, Equities, Strategic Financial..., Asset Management, Capital Markets, Estate Planning, Financial Modeling, Valuation, Financial Analysis, Risk Management, Relationship Management, Investment Banking, Banking, Finance, Financial Planning
Education
Ryerson University
Bachelor’s Degree, Finance and Accounting
BMO Nesbitt Burns 2002 - Present
Taurus Capital Markets 2000 - 2001
Northern Securities 1998 - 2000
Skills
Investments, Portfolio Management, Wealth Management, Investment Advisory, Equities, Strategic Financial..., Asset Management, Capital Markets, Estate Planning, Financial Modeling, Valuation, Financial Analysis, Risk Management, Relationship Management, Investment Banking, Banking, Finance, Financial Planning
Education
Ryerson University
Bachelor’s Degree, Finance and Accounting
Benjamin Ovadya's BMO Nesbitt Burns Experience June 2000 - June 2001
Job Sales Manager at Gertex Hosiery Inc.
Industry Textiles
Experience
Gertex Hosiery Inc. January 2009 - Present
Gertex Hosiery Inc. January 2003 - January 2009
IBM September 2001 - December 2002
BMO Nesbitt Burns June 2000 - June 2001
CIBC Wood Gundy June 1998 - June 2000
RBC Dominion Securities June 1995 - June 1998
Skills
Sales Management, Sales, Management, Retail, Procurement, Product Design, Investments, Analysis, Program Management, Finance, Marketing, Pricing, Negotiation, Time Management, Customer Service, Forecasting, Social Media, Marketing Strategy, Strategic Planning, Public Speaking
Education
Seneca College of Applied Arts and Technology 1993 — 1994
HRM, Human Resources Management
York University 1989 — 1992
BA, Psychology
Gertex Hosiery Inc. January 2009 - Present
Gertex Hosiery Inc. January 2003 - January 2009
IBM September 2001 - December 2002
BMO Nesbitt Burns June 2000 - June 2001
CIBC Wood Gundy June 1998 - June 2000
RBC Dominion Securities June 1995 - June 1998
Skills
Sales Management, Sales, Management, Retail, Procurement, Product Design, Investments, Analysis, Program Management, Finance, Marketing, Pricing, Negotiation, Time Management, Customer Service, Forecasting, Social Media, Marketing Strategy, Strategic Planning, Public Speaking
Education
Seneca College of Applied Arts and Technology 1993 — 1994
HRM, Human Resources Management
York University 1989 — 1992
BA, Psychology
Martha Hill, CFA Martha Hill, CFA's BMO Nesbitt Burns Experience 1999 - June 2007
Job Associate Vice President, TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management August 2007 - Present
BMO Nesbitt Burns 1999 - June 2007
BMO Nesbitt Burns 1996 - 1999
Skills
Investment Strategies, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Equities, Portfolio Management, Bloomberg, ETFs, Fixed Income, Securities, Financial Planning, Financial Services, Alternative Investments
Education
McMaster University 1988 — 1992
Honours Bachelor of Commerce
TD Wealth Management August 2007 - Present
BMO Nesbitt Burns 1999 - June 2007
BMO Nesbitt Burns 1996 - 1999
Skills
Investment Strategies, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Equities, Portfolio Management, Bloomberg, ETFs, Fixed Income, Securities, Financial Planning, Financial Services, Alternative Investments
Education
McMaster University 1988 — 1992
Honours Bachelor of Commerce
Alex Stewart Alex Stewart's BMO Nesbitt Burns Experience January 1995 - December 1995
Job COO at eBRIDGE Software
Industry Information Technology and Services
Experience
eBRIDGE Software August 2005 - Present
Hemosol Inc. July 2002 - August 2005
Hemosol Inc. 2002 - 2005
Enbridge Consumers Gas 1999 - 2002
Stannair Energy Management 1998 - 1999
Wescam Inc. October 1995 - 1998
BMO Nesbitt Burns January 1995 - December 1995
Gandalf Canada September 1987 - October 1995
CIBC Wood Gundy January 1986 - December 1986
TRW January 1980 - December 1985
Skills
Business Strategy, Team Leadership, Strategic Planning, Project Management, Strategy, Management, Leadership, Coaching, Team Building, Negotiation, Sales Management, CRM, Business Process, Consulting, SaaS
Education
University of Waterloo 1981 — 1983
C.F.S.E.E. 1979 — 1980
Elect Tech
Devry Inst. 1978 — 1979
Mohawk College 1976 — 1977
eBRIDGE Software August 2005 - Present
Hemosol Inc. July 2002 - August 2005
Hemosol Inc. 2002 - 2005
Enbridge Consumers Gas 1999 - 2002
Stannair Energy Management 1998 - 1999
Wescam Inc. October 1995 - 1998
BMO Nesbitt Burns January 1995 - December 1995
Gandalf Canada September 1987 - October 1995
CIBC Wood Gundy January 1986 - December 1986
TRW January 1980 - December 1985
Skills
Business Strategy, Team Leadership, Strategic Planning, Project Management, Strategy, Management, Leadership, Coaching, Team Building, Negotiation, Sales Management, CRM, Business Process, Consulting, SaaS
Education
University of Waterloo 1981 — 1983
C.F.S.E.E. 1979 — 1980
Elect Tech
Devry Inst. 1978 — 1979
Mohawk College 1976 — 1977
Jeff Katzin, CPA, CA, CFA, CPA (Del.)'s BMO Nesbitt Burns Experience January 2002 - Present
Job VicePresident, Senior Investment Advisor and Portfolio Manager at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns January 2002 - Present
Spin Master Ltd. July 1999 - January 2002
Deloitte & Touche January 1998 - July 1999
Skills
High Net Worth..., Wealth Management, Retirement Planning, Investment Advisory, Investment Strategies, Asset Allocation, Finance, Portfolio Management, Investment Management, Investments, ETFs, Financial Modeling, Equities, Financial Analysis
Education
Ryerson University 1993 — 1997
Bachelor of Commerce (B.Com.), Accounting and Finance
BMO Nesbitt Burns January 2002 - Present
Spin Master Ltd. July 1999 - January 2002
Deloitte & Touche January 1998 - July 1999
Skills
High Net Worth..., Wealth Management, Retirement Planning, Investment Advisory, Investment Strategies, Asset Allocation, Finance, Portfolio Management, Investment Management, Investments, ETFs, Financial Modeling, Equities, Financial Analysis
Education
Ryerson University 1993 — 1997
Bachelor of Commerce (B.Com.), Accounting and Finance
Tom Pippy's BMO Nesbitt Burns Experience February 1980 - December 1998
Job Professor at Conestoga College and Financial Services Consultant
Industry Financial Services
Experience
Conestoga College Senior VP Mergers and Acquistions and FinanceGeac ComputerAugust 1999 - July 2001
BMO Nesbitt Burns February 1980 - December 1998
Education
Institute of Chartered Accountants of Ontario
CA, Accounting
McMaster University 1977 — 1978
MBA, Finance
Wilfrid Laurier University 1972 — 1976
BBA, Accounting and Finance
Conestoga College Senior VP Mergers and Acquistions and FinanceGeac ComputerAugust 1999 - July 2001
BMO Nesbitt Burns February 1980 - December 1998
Education
Institute of Chartered Accountants of Ontario
CA, Accounting
McMaster University 1977 — 1978
MBA, Finance
Wilfrid Laurier University 1972 — 1976
BBA, Accounting and Finance
Spiros Mavromihelakis's BMO Nesbitt Burns Experience March 2000 - September 2000
Job Manager, Technical Sales Cloud Software at IBM Canada
Industry Computer Software
Experience
IBM Canada January 2015 - Present
IBM May 2012 - Present
IBM Canada Ltd. September 2000 - May 2012
BMO Nesbitt Burns March 2000 - September 2000
Transamerica Life Canada June 1998 - March 2000
Skills
Rational Team Concert, ClearQuest, RUP, Rational, ClearCase, Requirements Management, Agile Methodologies, SDLC, Enterprise Architecture, Requirements Analysis, Software Development, Cloud Computing, Software Project..., Configuration Management, Rational Quality Manager, SOA, Solution Architecture, Pre-sales, Websphere, Enterprise Software, DB2, SaaS, WebSphere
Education
Ryerson University 1994 — 1998
Bachelor of Science (BSc), Computer Science
IBM Canada January 2015 - Present
IBM May 2012 - Present
IBM Canada Ltd. September 2000 - May 2012
BMO Nesbitt Burns March 2000 - September 2000
Transamerica Life Canada June 1998 - March 2000
Skills
Rational Team Concert, ClearQuest, RUP, Rational, ClearCase, Requirements Management, Agile Methodologies, SDLC, Enterprise Architecture, Requirements Analysis, Software Development, Cloud Computing, Software Project..., Configuration Management, Rational Quality Manager, SOA, Solution Architecture, Pre-sales, Websphere, Enterprise Software, DB2, SaaS, WebSphere
Education
Ryerson University 1994 — 1998
Bachelor of Science (BSc), Computer Science
Susen Lee's BMO Nesbitt Burns Experience 1995 - 1996
Job Consultant at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets June 2013 - Present
CIBC World Markets 2010 - June 2013
Ontario Teachers' Pension Plan February 2009 - June 2009
Various - self employed 2007 - January 2009
E*Trade Technology Corporation 1998 - 2007
Toronto Stock Exchange 1997 - 1998
BMO Nesbitt Burns 1995 - 1996
Price Waterhouse Management Consultants (Hong Kong) 1994 - 1995
Education
McMaster University
MBA, Finance
University of Toronto
BSc, Computer Science
CIBC World Markets June 2013 - Present
CIBC World Markets 2010 - June 2013
Ontario Teachers' Pension Plan February 2009 - June 2009
Various - self employed 2007 - January 2009
E*Trade Technology Corporation 1998 - 2007
Toronto Stock Exchange 1997 - 1998
BMO Nesbitt Burns 1995 - 1996
Price Waterhouse Management Consultants (Hong Kong) 1994 - 1995
Education
McMaster University
MBA, Finance
University of Toronto
BSc, Computer Science
James Bunting's BMO Nesbitt Burns Experience 2009 - 2010
Job Accountant at Benevolent Business Solutions
Industry Accounting
Experience
Benevolent Business Solutions April 2014 - Present
Kids and Company September 2012 - April 2014
BMO Nesbitt Burns 2009 - 2010
Adecco Employment Services 2008 - 2009
Education
Ryerson University 2011 — 2013
Accounting - Finance Certificate
University of Waterloo 2003 — 2007
Erindale Secondary School 1997 — 2002
Benevolent Business Solutions April 2014 - Present
Kids and Company September 2012 - April 2014
BMO Nesbitt Burns 2009 - 2010
Adecco Employment Services 2008 - 2009
Education
Ryerson University 2011 — 2013
Accounting - Finance Certificate
University of Waterloo 2003 — 2007
Erindale Secondary School 1997 — 2002
Cameron Rooke's BMO Nesbitt Burns Experience August 1995 - December 2005
Job Enterprise Architect
Industry Information Technology and Services
Experience
Hewlett-Packard Enterprise Services January 2011 - August 2014
Bank of Montreal April 2009 - December 2010
Bank of Montreal January 2006 - April 2009
BMO Financial Group January 2006 - April 2009
BMO Nesbitt Burns August 1995 - December 2005
Cancer Care Ontario February 1993 - August 1995
Skills
HP-UX, Enterprise Architecture, Strategic Planning, Unix, Servers, IT Strategy, VMware, Storage, HP Data Protector, HP StoreOnce, HP 3PAR, Integration, SDLC, Solution Architecture, HP, Disaster Recovery
Education
Mohawk College 1981 — 1983
Architectural Technologist, Architecture
North Park Collegiate 1976 — 1981
Hewlett-Packard Enterprise Services January 2011 - August 2014
Bank of Montreal April 2009 - December 2010
Bank of Montreal January 2006 - April 2009
BMO Financial Group January 2006 - April 2009
BMO Nesbitt Burns August 1995 - December 2005
Cancer Care Ontario February 1993 - August 1995
Skills
HP-UX, Enterprise Architecture, Strategic Planning, Unix, Servers, IT Strategy, VMware, Storage, HP Data Protector, HP StoreOnce, HP 3PAR, Integration, SDLC, Solution Architecture, HP, Disaster Recovery
Education
Mohawk College 1981 — 1983
Architectural Technologist, Architecture
North Park Collegiate 1976 — 1981
Marium Husainy's BMO Nesbitt Burns Experience February 2013 - May 2015
Job Business analysis, Project management, Product management
Industry Financial Services
Experience
BMO Nesbitt Burns February 2013 - May 2015
BBC World Service Trust July 2010 - September 2012
Orascom Telecom Bangladesh Ltd. (banglalink) February 2007 - June 2010
Bangladesh Enterprise Institute (BEI) September 2005 - May 2006
North South University January 2003 - August 2005
Skills
Management, GSM, Mobile Devices, Project Management, MIS, Telecommunications, Research, Data Analysis, E-commerce, Proposal Writing, Team Management, VAS, Analysis, Teamwork, Strategy, Project Planning, Team Leadership, Market Research
Education
Institute of Business Administration (IBA), University of Dhaka 2005 — 2008
Master of Business Administration (MBA), Marketing
North South University 1999 — 2004
B.Sc., Computer Science
BMO Nesbitt Burns February 2013 - May 2015
BBC World Service Trust July 2010 - September 2012
Orascom Telecom Bangladesh Ltd. (banglalink) February 2007 - June 2010
Bangladesh Enterprise Institute (BEI) September 2005 - May 2006
North South University January 2003 - August 2005
Skills
Management, GSM, Mobile Devices, Project Management, MIS, Telecommunications, Research, Data Analysis, E-commerce, Proposal Writing, Team Management, VAS, Analysis, Teamwork, Strategy, Project Planning, Team Leadership, Market Research
Education
Institute of Business Administration (IBA), University of Dhaka 2005 — 2008
Master of Business Administration (MBA), Marketing
North South University 1999 — 2004
B.Sc., Computer Science
Sharon Ranson's BMO Nesbitt Burns Experience 1995 - 1997
Job President, The Ranson Group
Industry Financial Services
Experience
The Ranson Group January 2003 - Present
Queen's School of Business 2011 - 2014
TAL Investment Counsel (division of CIBC) June 1999 - June 2001
Goepel McDermid (Now Raymond James Ltd.) 1997 - 1999
BMO Nesbitt Burns 1995 - 1997
RBC Dominon Securities (Now RBC Capital Markets) 1992 - 1995
Education
University of Toronto - Rotman School of Management 2005 — 2006
ICD.D, Director's Education Program
York University - Schulich School of Business 1984 — 1987
MBA
Chartered Professional Accountants of Ontario
CPA, CA
Queen's University 1976 — 1980
B. Comm.
The Ranson Group January 2003 - Present
Queen's School of Business 2011 - 2014
TAL Investment Counsel (division of CIBC) June 1999 - June 2001
Goepel McDermid (Now Raymond James Ltd.) 1997 - 1999
BMO Nesbitt Burns 1995 - 1997
RBC Dominon Securities (Now RBC Capital Markets) 1992 - 1995
Education
University of Toronto - Rotman School of Management 2005 — 2006
ICD.D, Director's Education Program
York University - Schulich School of Business 1984 — 1987
MBA
Chartered Professional Accountants of Ontario
CPA, CA
Queen's University 1976 — 1980
B. Comm.
Gurpreet Kaler's BMO Nesbitt Burns Experience May 2006 - March 2007
Job Lead Technical Consultant
Industry Information Technology and Services
Experience
IMC, Inc. August 2007 - Present
CSC Consulting March 2007 - July 2007
BMO Nesbitt Burns May 2006 - March 2007
AAL January 2000 - May 2006
Education
Punjab Technical University 1994 — 1998
B.E, Computer Engineering
IMC, Inc. August 2007 - Present
CSC Consulting March 2007 - July 2007
BMO Nesbitt Burns May 2006 - March 2007
AAL January 2000 - May 2006
Education
Punjab Technical University 1994 — 1998
B.E, Computer Engineering
Heather (Giffin) Dominique's BMO Nesbitt Burns Experience 2006 - 2006
Job Director, Marketing
Industry Financial Services
Experience
Fidelity Investments Canada 2010 - Present
Bank of Montreal 2006 - 2008
BMO Nesbitt Burns 2006 - 2006
Heather's Fun 2003 - 2005
CIBC Wood Gundy 1996 - 2002
Sun Life Trust 1989 - 1995
Skills
Leadership, People Management, Strategy, Marketing Strategy, Digital Strategy, Content Strategy, Marketing, Digital Marketing, Product Management, Mutual Funds, Investments, Management, Change Management, Risk Management, Analytics
Education
Saint Mary's University
BA, Sociology
University of Toronto
Certificate in Project Management Fundamentals
Fidelity Investments Canada 2010 - Present
Bank of Montreal 2006 - 2008
BMO Nesbitt Burns 2006 - 2006
Heather's Fun 2003 - 2005
CIBC Wood Gundy 1996 - 2002
Sun Life Trust 1989 - 1995
Skills
Leadership, People Management, Strategy, Marketing Strategy, Digital Strategy, Content Strategy, Marketing, Digital Marketing, Product Management, Mutual Funds, Investments, Management, Change Management, Risk Management, Analytics
Education
Saint Mary's University
BA, Sociology
University of Toronto
Certificate in Project Management Fundamentals
Janine Kalynuik's BMO Nesbitt Burns Experience January 2012 - Present
Job Branch Administrator at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns January 2012 - Present
HSBC Securities (Canada) Inc March 2009 - February 2012
TD Waterhouse Discount Brokerage 1990 - 2008
Scotia McLeod 1985 - 1990
Education
Okanagan College 1977 — 1978
BMO Nesbitt Burns January 2012 - Present
HSBC Securities (Canada) Inc March 2009 - February 2012
TD Waterhouse Discount Brokerage 1990 - 2008
Scotia McLeod 1985 - 1990
Education
Okanagan College 1977 — 1978
Andrés Camacho, CFA's BMO Nesbitt Burns Experience October 2008 - Present
Job Associate Portfolio Manager at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns October 2008 - Present
BMO Nesbitt Burns August 2005 - September 2008
Skills
Securities, Investment Advisory, Investments, Wealth Management, Retirement Planning, Management, Financial Analysis, Strategic Financial..., Mutual Funds, Fixed Income, Due Diligence, Equities, Portfolio Management, Risk Management, Negotiation, Financial Planning, Finance
Education
CFA Institute
Chartered Financial Analyst, Financial Analysis, Asset Valuation & Risk Management & Portfolio Management
Ryerson University 2001 — 2003
Bachelor's Degree, Finance, 4.5/5.0
Seneca College of Applied Arts and Technology 1998 — 2001
Associate's Degree, International Business
Colegio San Carlos 1985 — 1997
High School
BMO Nesbitt Burns October 2008 - Present
BMO Nesbitt Burns August 2005 - September 2008
Skills
Securities, Investment Advisory, Investments, Wealth Management, Retirement Planning, Management, Financial Analysis, Strategic Financial..., Mutual Funds, Fixed Income, Due Diligence, Equities, Portfolio Management, Risk Management, Negotiation, Financial Planning, Finance
Education
CFA Institute
Chartered Financial Analyst, Financial Analysis, Asset Valuation & Risk Management & Portfolio Management
Ryerson University 2001 — 2003
Bachelor's Degree, Finance, 4.5/5.0
Seneca College of Applied Arts and Technology 1998 — 2001
Associate's Degree, International Business
Colegio San Carlos 1985 — 1997
High School
Rachel Muhlberger's BMO Nesbitt Burns Experience 2006 - 2007
Job Mortgage Agent at Mortgage Alliance
Industry Financial Services
Experience
Mortgage Alliance March 2010 - Present
BMO Nesbitt Burns 2006 - 2007
Education
Saint Louis University (PH) 1986 — 1992
Bachelor of Elementary Education
Mortgage Alliance March 2010 - Present
BMO Nesbitt Burns 2006 - 2007
Education
Saint Louis University (PH) 1986 — 1992
Bachelor of Elementary Education
Ralito Ferrer's BMO Nesbitt Burns Experience 1992 - 2004
Job Senior Financial Analyst at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets April 2004 - Present
BMO Nesbitt Burns 1992 - 2004
Skills
Forecasting, Variance Analysis, Internal Controls, General Ledger, Finance, Hyperion Enterprise, Analysis, Internal Audit, Financial Statements, Accruals, Financial Modeling, Journal Entries, Management, Financial Analysis, Capital Markets, Investments, Corporate Finance, Financial Reporting, Account Reconciliation
Education
Ryerson University
Computer Science
CIBC World Markets April 2004 - Present
BMO Nesbitt Burns 1992 - 2004
Skills
Forecasting, Variance Analysis, Internal Controls, General Ledger, Finance, Hyperion Enterprise, Analysis, Internal Audit, Financial Statements, Accruals, Financial Modeling, Journal Entries, Management, Financial Analysis, Capital Markets, Investments, Corporate Finance, Financial Reporting, Account Reconciliation
Education
Ryerson University
Computer Science
Dennis Babcock's BMO Nesbitt Burns Experience 2003 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns 2003 - Present
Skills
Portfolio Management, Wealth Management, Financial Planning, Investment Strategies, Asset Allocation, Bonds, Equities, ETFs, Dividend Paying Stocks, RRSPs RRIFs TFSAs, Private & Public..., Tax Planning, Investing for Income, Covered Calls, Estate Tax Planning, Conservative Philosophy
Education
Queen's University
Bachelor's Degree
BMO Nesbitt Burns 2003 - Present
Skills
Portfolio Management, Wealth Management, Financial Planning, Investment Strategies, Asset Allocation, Bonds, Equities, ETFs, Dividend Paying Stocks, RRSPs RRIFs TFSAs, Private & Public..., Tax Planning, Investing for Income, Covered Calls, Estate Tax Planning, Conservative Philosophy
Education
Queen's University
Bachelor's Degree
Sandie Parker's BMO Nesbitt Burns Experience January 2000 - December 2003
Job Vice President at Verde Group
Industry Market Research
Experience
Verde Group March 2010 - Present
BMO Financial Group July 2007 - March 2010
Bank of Montreal January 2006 - July 2007
Bank of Montreal January 2004 - December 2005
BMO Nesbitt Burns January 2000 - December 2003
BMO Capital Markets January 1997 - December 1999
Manulife Financial January 1991 - December 1996
Canada Life 1979 - 1991
Skills
Leadership, Program Management, Management, Process Improvement, Strategy, Business Planning, Analysis, Cross-functional Team..., Banking, Qualitative Research, Business Strategy, Change Management, Commercial Banking, Relationship Management, Retail Banking, Financial Services, Investments
Education
McMaster University
Bachelor of Science, Computer Science and Mathematics
Verde Group March 2010 - Present
BMO Financial Group July 2007 - March 2010
Bank of Montreal January 2006 - July 2007
Bank of Montreal January 2004 - December 2005
BMO Nesbitt Burns January 2000 - December 2003
BMO Capital Markets January 1997 - December 1999
Manulife Financial January 1991 - December 1996
Canada Life 1979 - 1991
Skills
Leadership, Program Management, Management, Process Improvement, Strategy, Business Planning, Analysis, Cross-functional Team..., Banking, Qualitative Research, Business Strategy, Change Management, Commercial Banking, Relationship Management, Retail Banking, Financial Services, Investments
Education
McMaster University
Bachelor of Science, Computer Science and Mathematics
Henok Mehari, CIM, PFP, FMA's BMO Nesbitt Burns Experience January 2010 - December 2012
Job Associate Investment Advisor
Industry Banking
Experience
RichardsonGMP January 2012 - Present
BMO Nesbitt Burns January 2010 - December 2012
Tangerine (ING Direct) April 2006 - December 2009
Skills
Wealth Management, Portfolio Management, Investments, Equities, Strategic Financial..., Mutual Funds, Fixed Income, Banking, Investment Advisory, Asset Management, Retirement Planning, Financial Analysis, Credit, Investment Strategies, Risk Management
Education
Northern Alberta Institute of Technology 2005 — 2006
Business and Applied Banking, Applied Economics
CSI
CIM, FMA
RichardsonGMP January 2012 - Present
BMO Nesbitt Burns January 2010 - December 2012
Tangerine (ING Direct) April 2006 - December 2009
Skills
Wealth Management, Portfolio Management, Investments, Equities, Strategic Financial..., Mutual Funds, Fixed Income, Banking, Investment Advisory, Asset Management, Retirement Planning, Financial Analysis, Credit, Investment Strategies, Risk Management
Education
Northern Alberta Institute of Technology 2005 — 2006
Business and Applied Banking, Applied Economics
CSI
CIM, FMA
Bob Gaal's BMO Nesbitt Burns Experience 2000 - 2003
Job Vice President, Business Development at Forstrong Global Asset Management
Industry Financial Services
Experience
Forstrong Global Asset Management March 2015 - Present
Advocis November 2013 - February 2015
Provisus Wealth Management May 2010 - February 2013
Global Maxfin Capital Inc. 2009 - 2010
The Hartford 2007 - 2008
Tricycle Asset Management 2003 - 2006
BMO Nesbitt Burns 2000 - 2003
Dare Foods Limited 1995 - 2000
Trim & Tidy Student Landscaping 1989 - 1994
Skills
Wealth Management, Relationship Management, Mutual Funds, Territory Management, Asset Managment, Investment Advisory, Account Management, New Business Development, Separately Managed..., Portfolio Management
Education
Wilfrid Laurier University 1991 — 1992
Diploma in Business Administration
McMaster University 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Canadian Securities Institute (CSI)
Oakville Trafalgar High School
Forstrong Global Asset Management March 2015 - Present
Advocis November 2013 - February 2015
Provisus Wealth Management May 2010 - February 2013
Global Maxfin Capital Inc. 2009 - 2010
The Hartford 2007 - 2008
Tricycle Asset Management 2003 - 2006
BMO Nesbitt Burns 2000 - 2003
Dare Foods Limited 1995 - 2000
Trim & Tidy Student Landscaping 1989 - 1994
Skills
Wealth Management, Relationship Management, Mutual Funds, Territory Management, Asset Managment, Investment Advisory, Account Management, New Business Development, Separately Managed..., Portfolio Management
Education
Wilfrid Laurier University 1991 — 1992
Diploma in Business Administration
McMaster University 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Canadian Securities Institute (CSI)
Oakville Trafalgar High School
Daniel Gobeille's BMO Nesbitt Burns Experience April 1985 - Present
Job Vice President / Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns April 1985 - Present
Education
Ryerson University 1977 — 1981
Bachelor of Business Management
BMO Nesbitt Burns April 1985 - Present
Education
Ryerson University 1977 — 1981
Bachelor of Business Management
Satish Vala's BMO Nesbitt Burns Experience January 2012 - November 2012
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Symcor December 2014 - Present
TD December 2012 - November 2014
BMO Nesbitt Burns January 2012 - November 2012
TD May 2010 - January 2012
CIBC March 2009 - March 2010
Skills
SDLC, Software Project..., Microsoft SQL Server, ITIL, Oracle, Disaster Recovery, Vendor Management, Unix, Integration, SharePoint, IT Strategy, Project Planning, Project Estimation, Project Delivery, Microsoft Office, Activity Diagrams, ABC Analysis, Banking, Team Building, Change Management, Software Development, Business Process..., HP Quality Center, Risk Management, Web Services, Coordinate Meetings, Reporting & Analysis
Education
Osmania University
Bachelor's degree
Symcor December 2014 - Present
TD December 2012 - November 2014
BMO Nesbitt Burns January 2012 - November 2012
TD May 2010 - January 2012
CIBC March 2009 - March 2010
Skills
SDLC, Software Project..., Microsoft SQL Server, ITIL, Oracle, Disaster Recovery, Vendor Management, Unix, Integration, SharePoint, IT Strategy, Project Planning, Project Estimation, Project Delivery, Microsoft Office, Activity Diagrams, ABC Analysis, Banking, Team Building, Change Management, Software Development, Business Process..., HP Quality Center, Risk Management, Web Services, Coordinate Meetings, Reporting & Analysis
Education
Osmania University
Bachelor's degree
Bryan Logan's BMO Nesbitt Burns Experience May 2005 - August 2005
Job Software Engineer at Google
Industry Computer Software
Experience
Google September 2010 - Present
Cisco Systems Inc May 2009 - August 2009
City of Toronto May 2006 - August 2008
BMO Nesbitt Burns May 2005 - August 2005
City of Toronto July 2003 - August 2004
Skills
Leadership, Distributed Systems, Networking, Python, Java, Software Engineering, C++, Agile Methodologies, Software Development, Software Design, Perl, Eclipse, JavaScript, Programming, Object Oriented Design
Education
University of Waterloo 2008 — 2010
Master's, Mathematics
Queen's University 2004 — 2008
Bachelor, Computing; Cognitive Science
Google September 2010 - Present
Cisco Systems Inc May 2009 - August 2009
City of Toronto May 2006 - August 2008
BMO Nesbitt Burns May 2005 - August 2005
City of Toronto July 2003 - August 2004
Skills
Leadership, Distributed Systems, Networking, Python, Java, Software Engineering, C++, Agile Methodologies, Software Development, Software Design, Perl, Eclipse, JavaScript, Programming, Object Oriented Design
Education
University of Waterloo 2008 — 2010
Master's, Mathematics
Queen's University 2004 — 2008
Bachelor, Computing; Cognitive Science
Ashley V. Elverson's BMO Nesbitt Burns Experience September 2010 - September 2011
Job Customer Service Representative at First National Financial LP
Industry Financial Services
Experience
First National Financial LP March 2015 - Present
Cj's Cafe in Bronte September 2012 - June 2015
First National Financial LP 2015 - 2015
Edward Jones November 2013 - April 2014
BMO Nesbitt Burns September 2010 - September 2011
Wallmart-3064 December 2006 - February 2011
Mayhew Wealth Management January 2010 - May 2010
Skills
Wealth Management, Investments, Administrative..., Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Financial Planners, Microsoft Office, GIMP, Financial Analysis, Direct Sales, Customer Service, Customer Acquisition, Compliance, Drawing, Equities, Economics, Financial Risk, Bonds, h, Microsoft Excel, Microsoft Word, Mac, Social Networking, Strategic Planning, Risk Assessment, Qualitative Research, Quantitative Research, Trading, Windows, Financial Advisory
Education
Nipissing University 2012 — 2013
Bachelor of Commerce (BCom), Finance and Wealth Management, 3.3
Sheridan College 2008 — 2012
Advanced Diploma, Banking and Wealth Management, 3.6
Sheridan College 2007 — 2008
Certificate, Art Fundamentals
First National Financial LP March 2015 - Present
Cj's Cafe in Bronte September 2012 - June 2015
First National Financial LP 2015 - 2015
Edward Jones November 2013 - April 2014
BMO Nesbitt Burns September 2010 - September 2011
Wallmart-3064 December 2006 - February 2011
Mayhew Wealth Management January 2010 - May 2010
Skills
Wealth Management, Investments, Administrative..., Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Financial Planners, Microsoft Office, GIMP, Financial Analysis, Direct Sales, Customer Service, Customer Acquisition, Compliance, Drawing, Equities, Economics, Financial Risk, Bonds, h, Microsoft Excel, Microsoft Word, Mac, Social Networking, Strategic Planning, Risk Assessment, Qualitative Research, Quantitative Research, Trading, Windows, Financial Advisory
Education
Nipissing University 2012 — 2013
Bachelor of Commerce (BCom), Finance and Wealth Management, 3.3
Sheridan College 2008 — 2012
Advanced Diploma, Banking and Wealth Management, 3.6
Sheridan College 2007 — 2008
Certificate, Art Fundamentals
Craig Tubman CFA's BMO Nesbitt Burns Experience March 1990 - November 2009
Job
Industry Investment Management
Experience
Canaccord Genuity Wealth Management November 2009 - Present
BMO Nesbitt Burns March 1990 - November 2009
Prudential Bache Securities May 1987 - March 1990
Skills
Investment Advisory, Investment Strategies, Wealth Management, GIC, ETFs, Retirement Planning, TFSA, RRSP, Mutual Funds, Wealth, Wealth Management..., Asset Allocation, Bonds, Asset Management, Estate Planning, Investments, Trading, Hedge Funds, Financial Markets, Equities, Equity Research, Canadian Securities..., Derivatives, Investment Banking, FX Options, Risk Management, Financial Analysis, Private Placements, Options, Capital Markets, Fixed Income, Private Equity, Securities, Retirement, Investment Management, Investor Relations, Pensions, Personal Financial..., Strategic Financial..., Portfolio Management, Bloomberg, Valuation, IPO, Equity Valuation, Equity Trading, Emerging Markets, Alternative Investments
Education
Queen's University 1980 — 1985
BA, Politics / Economics
CFA Institute
Chartered Financial Analyst, Portfolio Management
Canaccord Genuity Wealth Management November 2009 - Present
BMO Nesbitt Burns March 1990 - November 2009
Prudential Bache Securities May 1987 - March 1990
Skills
Investment Advisory, Investment Strategies, Wealth Management, GIC, ETFs, Retirement Planning, TFSA, RRSP, Mutual Funds, Wealth, Wealth Management..., Asset Allocation, Bonds, Asset Management, Estate Planning, Investments, Trading, Hedge Funds, Financial Markets, Equities, Equity Research, Canadian Securities..., Derivatives, Investment Banking, FX Options, Risk Management, Financial Analysis, Private Placements, Options, Capital Markets, Fixed Income, Private Equity, Securities, Retirement, Investment Management, Investor Relations, Pensions, Personal Financial..., Strategic Financial..., Portfolio Management, Bloomberg, Valuation, IPO, Equity Valuation, Equity Trading, Emerging Markets, Alternative Investments
Education
Queen's University 1980 — 1985
BA, Politics / Economics
CFA Institute
Chartered Financial Analyst, Portfolio Management
Kara Gillies's BMO Nesbitt Burns Experience June 2011 - Present
Job Branch Managment at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns June 2011 - Present
BMO Nesbitt Burns January 2009 - Present
BMO Nesbitt Burns April 2008 - December 2008
Education
Queen's University 2013 — 2014
Master of Business Administration (M.B.A.)
University of Guelph 2003 — 2007
Bachelor of Commerce, Marketing
BMO Nesbitt Burns June 2011 - Present
BMO Nesbitt Burns January 2009 - Present
BMO Nesbitt Burns April 2008 - December 2008
Education
Queen's University 2013 — 2014
Master of Business Administration (M.B.A.)
University of Guelph 2003 — 2007
Bachelor of Commerce, Marketing
Gail Best's BMO Nesbitt Burns Experience October 2014 - Present
Job Sales Assistant at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns October 2014 - Present
Canaccord Genuity Wealth Management January 2013 - September 2014
Keybase Financial Group April 2009 - January 2013
DundeeWealth Inc. November 2008 - March 2009
Beacon Securities Limited September 2007 - September 2008
Investment Planning Counsel February 1994 - March 2007
CIBC Mellon January 1992 - February 1994
My Grandmother's Parlour June 1991 - October 1993
Atlantic Trust Company January 1980 - March 1991
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Risk Management, Investment Advisory, Retirement, Customer Service, Securities, Finance, Financial Planning
Education
Memorial University of Newfoundland 2014 — 2021
BMO Nesbitt Burns October 2014 - Present
Canaccord Genuity Wealth Management January 2013 - September 2014
Keybase Financial Group April 2009 - January 2013
DundeeWealth Inc. November 2008 - March 2009
Beacon Securities Limited September 2007 - September 2008
Investment Planning Counsel February 1994 - March 2007
CIBC Mellon January 1992 - February 1994
My Grandmother's Parlour June 1991 - October 1993
Atlantic Trust Company January 1980 - March 1991
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Risk Management, Investment Advisory, Retirement, Customer Service, Securities, Finance, Financial Planning
Education
Memorial University of Newfoundland 2014 — 2021
Carrie Kirkland's BMO Nesbitt Burns Experience March 2014 - Present
Job Associate Investment Advisor at BMO Nesbitt Burns Inc.
Industry Financial Services
Experience
BMO Nesbitt Burns March 2014 - Present
Richardson GMP August 2013 - March 2014
Canaccord Financial November 2010 - August 2013
Terraprobe Inc. October 2005 - March 2012
Skills
Mutual Funds, Investments, Strategic Financial..., Wealth Management, Asset Management, Equities, Asset Allocation, Securities, Portfolio Management, Retirement Planning, Fixed Income, Alternative Investments, Financial Modeling, Investment Strategies, Valuation, Investment Advisory, Finance, Financial Planners, Options, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Outlook, Time Management, Bonds, Financial Planning
Education
Ryerson University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance
Sheridan College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
BMO Nesbitt Burns March 2014 - Present
Richardson GMP August 2013 - March 2014
Canaccord Financial November 2010 - August 2013
Terraprobe Inc. October 2005 - March 2012
Skills
Mutual Funds, Investments, Strategic Financial..., Wealth Management, Asset Management, Equities, Asset Allocation, Securities, Portfolio Management, Retirement Planning, Fixed Income, Alternative Investments, Financial Modeling, Investment Strategies, Valuation, Investment Advisory, Finance, Financial Planners, Options, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Outlook, Time Management, Bonds, Financial Planning
Education
Ryerson University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance
Sheridan College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Rebecca Bonds's BMO Nesbitt Burns Experience 2000 - 2002
Job Portfolio Manager at Scotia Asset Management L.P.
Industry Investment Management
Experience
Scotia Asset Management L.P. 2006 - Present
BMO Nesbitt Burns 2000 - 2002
Scotia Cassels 1996 - 2000
Education
St. Francis Xavier University 2002 — 2005
Certificate in Adult Education, Adult Education
McMaster University 1989 — 1990
Bachelor of Arts (B.A.), History
The University of Western Ontario 1986 — 1989
Bachelor of Arts (B.A.), Economics
Scotia Asset Management L.P. 2006 - Present
BMO Nesbitt Burns 2000 - 2002
Scotia Cassels 1996 - 2000
Education
St. Francis Xavier University 2002 — 2005
Certificate in Adult Education, Adult Education
McMaster University 1989 — 1990
Bachelor of Arts (B.A.), History
The University of Western Ontario 1986 — 1989
Bachelor of Arts (B.A.), Economics
Nadir Janmohamed's BMO Nesbitt Burns Experience 2000 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns 2000 - Present
Marcus Alexander 1985 - 2000
Education
Ryerson University 1977 — 1982
B.B.M., Acccounting & Finance & Management
Canadian Institute of Chartered Accountants
CA, Accounting
BMO Nesbitt Burns 2000 - Present
Marcus Alexander 1985 - 2000
Education
Ryerson University 1977 — 1982
B.B.M., Acccounting & Finance & Management
Canadian Institute of Chartered Accountants
CA, Accounting
Geoff Plant-Richmond's BMO Nesbitt Burns Experience 2014 - Present
Job Advisor, PCD National Office at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns 2014 - Present
BMO Nesbitt Burns March 2014 - August 2014
BMO Nesbitt Burns September 2011 - October 2012
BMO Nesbitt Burns May 2011 - September 2011
BMO Nesbitt Burns May 2010 - September 2010
BMO Nesbitt Burns May 2009 - September 2009
BMO Nesbitt Burns May 2008 - September 2008
Fraser Mackenzie May 2007 - September 2007
Skills
Wealth Management, Capital Markets, Mutual Funds, Financial Modeling, Teamwork, Equities, Financial Analysis, Investments
Education
Queen's University
BA, Philosophy
BMO Nesbitt Burns 2014 - Present
BMO Nesbitt Burns March 2014 - August 2014
BMO Nesbitt Burns September 2011 - October 2012
BMO Nesbitt Burns May 2011 - September 2011
BMO Nesbitt Burns May 2010 - September 2010
BMO Nesbitt Burns May 2009 - September 2009
BMO Nesbitt Burns May 2008 - September 2008
Fraser Mackenzie May 2007 - September 2007
Skills
Wealth Management, Capital Markets, Mutual Funds, Financial Modeling, Teamwork, Equities, Financial Analysis, Investments
Education
Queen's University
BA, Philosophy
Carolyn Witmer's BMO Nesbitt Burns Experience April 2013 - July 2014
Job Estate Planning Associate at RBC
Industry Insurance
Experience
RBC Wealth Management Financial Services Inc. July 2014 - Present
BMO Nesbitt Burns April 2013 - July 2014
TD Waterhouse Insurance Services August 2006 - April 2013
BMO Nesbitt Burns March 2006 - July 2006
CIBC Wood Gundy December 2002 - February 2006
TD Waterhouse Insurance Services Inc December 2001 - September 2002
Skills
Insurance, Customer Service, Customer Relations, Administration, Critical Illness, Disability Insurance, Fixed Annuities, Wealth Management, Strategic Financial..., Estate Planning, Banking, Wealth Management..., Relationship Management, Wealth, Retirement Planning, Financial Planners, Life Insurance, Mutual Funds, Financial Services, Retirement, Asset Allocation, Term Life Insurance, Estate Law, Investment Advisory, Financial Planning
Education
Seneca College of Applied Arts and Technology
Travel & Tourism
RBC Wealth Management Financial Services Inc. July 2014 - Present
BMO Nesbitt Burns April 2013 - July 2014
TD Waterhouse Insurance Services August 2006 - April 2013
BMO Nesbitt Burns March 2006 - July 2006
CIBC Wood Gundy December 2002 - February 2006
TD Waterhouse Insurance Services Inc December 2001 - September 2002
Skills
Insurance, Customer Service, Customer Relations, Administration, Critical Illness, Disability Insurance, Fixed Annuities, Wealth Management, Strategic Financial..., Estate Planning, Banking, Wealth Management..., Relationship Management, Wealth, Retirement Planning, Financial Planners, Life Insurance, Mutual Funds, Financial Services, Retirement, Asset Allocation, Term Life Insurance, Estate Law, Investment Advisory, Financial Planning
Education
Seneca College of Applied Arts and Technology
Travel & Tourism
Diana Viteri's BMO Nesbitt Burns Experience August 2015 - Present
Job Receptionist
Industry Banking
Experience
BMO Nesbitt Burns August 2015 - Present
RBC Dominion Securities October 2014 - July 2015
Rotfleisch & Samulovitch Professional Corporation June 2011 - January 2014
JVS Toronto August 2009 - August 2010
YWCA Toronto February 2009 - May 2009
Skills
Access, Administrative..., Customer Satisfaction, Customer Service, Filing, Microsoft Excel, Microsoft Word, Outlook, Spreadsheets, Office Management, Office Administration
Education
Academy for Computer and Employment Skills 2008 — 2009
Computerized Office Administration Diploma
Seneca College of Applied Arts and Technology 2000 — 2001
Marketing Administration
West Toronto Collegiate Institute
BMO Nesbitt Burns August 2015 - Present
RBC Dominion Securities October 2014 - July 2015
Rotfleisch & Samulovitch Professional Corporation June 2011 - January 2014
JVS Toronto August 2009 - August 2010
YWCA Toronto February 2009 - May 2009
Skills
Access, Administrative..., Customer Satisfaction, Customer Service, Filing, Microsoft Excel, Microsoft Word, Outlook, Spreadsheets, Office Management, Office Administration
Education
Academy for Computer and Employment Skills 2008 — 2009
Computerized Office Administration Diploma
Seneca College of Applied Arts and Technology 2000 — 2001
Marketing Administration
West Toronto Collegiate Institute
James (Sandy) Hershaw's BMO Nesbitt Burns Experience 1992 - 1995
Job Member of the Small and Medium Enterprises Committee at Ontario Securities Commission
Industry Investment Banking
Experience
Claymore Inc August 2014 - Present
Ontario Securities Commission August 2014 - Present
Greenock Resources Inc. May 2008 - Present
WATT Capital January 2001 - Present
Prospectors & Developers Association of Canada PDAC 2013 - 2014
Yorkton Securities (Lion Funds) 1998 - 2002
Dynamic Funds 1995 - 1998
BMO Nesbitt Burns 1992 - 1995
Imperial Oil 1986 - 1992
Scotiabank 1984 - 1986
Skills
Investor Relations, Investment Banking, Business Strategy, New Business Development, Strategic Planning, Business Planning, Corporate Governance, Marketing Strategy, Business Analysis, Negotiation, Management, Product Development, Project Management, Sales Management, Team Leadership, Marketing Communications, Market Research, Social Media Marketing, Customer Service, Team Building
Education
CFA Institute
Chartered Financial Analyst
Queen's University
Bachelor of Applied Science (B.A.Sc.), (Engineering)
University of Alberta
Masters of Business Administration, (Finance)
Claymore Inc August 2014 - Present
Ontario Securities Commission August 2014 - Present
Greenock Resources Inc. May 2008 - Present
WATT Capital January 2001 - Present
Prospectors & Developers Association of Canada PDAC 2013 - 2014
Yorkton Securities (Lion Funds) 1998 - 2002
Dynamic Funds 1995 - 1998
BMO Nesbitt Burns 1992 - 1995
Imperial Oil 1986 - 1992
Scotiabank 1984 - 1986
Skills
Investor Relations, Investment Banking, Business Strategy, New Business Development, Strategic Planning, Business Planning, Corporate Governance, Marketing Strategy, Business Analysis, Negotiation, Management, Product Development, Project Management, Sales Management, Team Leadership, Marketing Communications, Market Research, Social Media Marketing, Customer Service, Team Building
Education
CFA Institute
Chartered Financial Analyst
Queen's University
Bachelor of Applied Science (B.A.Sc.), (Engineering)
University of Alberta
Masters of Business Administration, (Finance)
Brian Ness, MBA, CIM, FCSI's BMO Nesbitt Burns Experience 2005 - Present
Job Portfolio Manager at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns 2005 - Present
Peace Hills Trust September 2000 - April 2005
Skills
Estate Tax Planning, Wealth Management, Portfolio Management, Retirement Planning, Trust Management, Investment Strategies, Financial Advisory, Capital Markets, Retirement, Investment Advisory, Wealth Preservation..., Strategic Financial..., Investments, Hedge Funds, Asset Managment, Financial Planners, Wealth Management..., ETFs, Estate Planning, Pensions, Mutual Funds, Wealth Accumulation, Asset Allocation, Wealth, Securities, Investment Management, Fixed Income, Bonds, High Net Worth..., Equities, Options, Certified Financial..., Financial Planning, Asset Management
Education
Royal Roads University 2000 — 2002
Master of Business Administration (MBA)
BMO Nesbitt Burns 2005 - Present
Peace Hills Trust September 2000 - April 2005
Skills
Estate Tax Planning, Wealth Management, Portfolio Management, Retirement Planning, Trust Management, Investment Strategies, Financial Advisory, Capital Markets, Retirement, Investment Advisory, Wealth Preservation..., Strategic Financial..., Investments, Hedge Funds, Asset Managment, Financial Planners, Wealth Management..., ETFs, Estate Planning, Pensions, Mutual Funds, Wealth Accumulation, Asset Allocation, Wealth, Securities, Investment Management, Fixed Income, Bonds, High Net Worth..., Equities, Options, Certified Financial..., Financial Planning, Asset Management
Education
Royal Roads University 2000 — 2002
Master of Business Administration (MBA)
Mirka Halamova's BMO Nesbitt Burns Experience September 2012 - Present
Job Investment Representative at BMO Nesbitt Burns
Industry Human Resources
Experience
BMO Nesbitt Burns September 2012 - Present
BMO Nesbitt Burns November 2011 - September 2012
BMO Nesbitt Burns March 2011 - November 2011
Manpower Slovakia June 2007 - August 2008
INSTITUTE OF LANGUAGES June 2007 - August 2007
BLUE DANUBE Restaurant January 2006 - December 2006
Skills
Recruiting, HRIS, Negotiation, Human Resources, Conflict Resolution, Customer Service
Education
Ryerson University 2006 — 2010
Bachelor of Commerce in Business Management, Human Resources Management Major, Business Communications Minor
Winston Churchill Collegiate Institute 2003 — 2006
Ontario Secondary School Diploma (OSSD)
BMO Nesbitt Burns September 2012 - Present
BMO Nesbitt Burns November 2011 - September 2012
BMO Nesbitt Burns March 2011 - November 2011
Manpower Slovakia June 2007 - August 2008
INSTITUTE OF LANGUAGES June 2007 - August 2007
BLUE DANUBE Restaurant January 2006 - December 2006
Skills
Recruiting, HRIS, Negotiation, Human Resources, Conflict Resolution, Customer Service
Education
Ryerson University 2006 — 2010
Bachelor of Commerce in Business Management, Human Resources Management Major, Business Communications Minor
Winston Churchill Collegiate Institute 2003 — 2006
Ontario Secondary School Diploma (OSSD)
Jennifer Augusti's BMO Nesbitt Burns Experience 2002 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Wellstat Management Company March 2013 - Present
BMO Nesbitt Burns 2002 - 2004
KRG Capital 2001 - 2002
JPMorgan Chase 1999 - 2001
Skills
Equities, Mutual Funds, Investments, Securities, Fixed Income, Bloomberg, Bonds, Financial Analysis, Finance, Due Diligence, Mergers, Valuation, Financial Modeling
Education
Northwestern University 1996 — 1999
BA in Political Science and Economics
Wellstat Management Company March 2013 - Present
BMO Nesbitt Burns 2002 - 2004
KRG Capital 2001 - 2002
JPMorgan Chase 1999 - 2001
Skills
Equities, Mutual Funds, Investments, Securities, Fixed Income, Bloomberg, Bonds, Financial Analysis, Finance, Due Diligence, Mergers, Valuation, Financial Modeling
Education
Northwestern University 1996 — 1999
BA in Political Science and Economics
Ellen Rickhoff's BMO Nesbitt Burns Experience 1989 - 1996
Job Appointments/Clerical at P & D Medical
Industry Financial Services
Experience
P & D Medical October 2013 - Present
Chicago Board of Trade 1996 - 1998
BMO Nesbitt Burns 1989 - 1996
Skills
Finance, Electronic Trading, Fixed Income, Financial Markets, Back Office, Risk Management, Securities, Cash Management, Capital Markets, Trading Systems, Investment Banking, Trading, Financial Services, Relationship Management, Investments, Financial Risk, Derivatives, Bonds, Business Analysis, Banking, Financial Analysis, Treasury, Hedge Funds, Middle Office, Alternative Investments, Series 63, FX Options, Bloomberg, Options, Asset Management
Education
Moraine Valley Community College 2010 — 2012
Southern Illinois University, Carbondale
P & D Medical October 2013 - Present
Chicago Board of Trade 1996 - 1998
BMO Nesbitt Burns 1989 - 1996
Skills
Finance, Electronic Trading, Fixed Income, Financial Markets, Back Office, Risk Management, Securities, Cash Management, Capital Markets, Trading Systems, Investment Banking, Trading, Financial Services, Relationship Management, Investments, Financial Risk, Derivatives, Bonds, Business Analysis, Banking, Financial Analysis, Treasury, Hedge Funds, Middle Office, Alternative Investments, Series 63, FX Options, Bloomberg, Options, Asset Management
Education
Moraine Valley Community College 2010 — 2012
Southern Illinois University, Carbondale
Belle Tsang's BMO Nesbitt Burns Experience May 1993 - October 1999
Job Oracle Developer
Industry Information Technology and Services
Experience
Mercer October 1999 - October 2012
BMO Nesbitt Burns May 1993 - October 1999
alcatel canada wire June 1992 - May 1993
Skills
Wealth Management..., Human Resource Systems, Buying Services Systems, Oracle RDBMS, Oracle Forms, Oracle Reports, Oracle Designer, PL/SQL, SQL, SQL Report Writing, SQL Loader, Oracle alerts, Unix Shell Scripting, Linux, HTML, Web Services, Oracle Pro*C, C language, Real Basic, PVCS, PL/SQL developer, Toad, HP9000, VAX/VMS, JDeveloper, oracle adf, Oracle BI Publsher, ADP Brokerage services, Canadian Securities...
Education
University of Newcastle-upon-Tyne
B. Sc. (Hons), Computing Science
Mercer October 1999 - October 2012
BMO Nesbitt Burns May 1993 - October 1999
alcatel canada wire June 1992 - May 1993
Skills
Wealth Management..., Human Resource Systems, Buying Services Systems, Oracle RDBMS, Oracle Forms, Oracle Reports, Oracle Designer, PL/SQL, SQL, SQL Report Writing, SQL Loader, Oracle alerts, Unix Shell Scripting, Linux, HTML, Web Services, Oracle Pro*C, C language, Real Basic, PVCS, PL/SQL developer, Toad, HP9000, VAX/VMS, JDeveloper, oracle adf, Oracle BI Publsher, ADP Brokerage services, Canadian Securities...
Education
University of Newcastle-upon-Tyne
B. Sc. (Hons), Computing Science
David L. Wright, CFA's BMO Nesbitt Burns Experience November 2006 - Present
Job Wealth Advisor at BMO Nesbitt Burns | Bringing order and simplicity to the intricate world of private wealth
Industry Investment Management
Experience
BMO Nesbitt Burns November 2006 - Present
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Financial Planners
Education
CFA Institute
Chartered Financial Analyst (CFA)
Queen's University 2008 — 2009
Master of Business Administration (MBA)
Financial Planning Standards Council
Certified Financial Planner (CFP)
Mount Allison University 1998 — 2002
Bachelor of Commerce (BCom), Finance, Economics
BMO Nesbitt Burns November 2006 - Present
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Financial Planners
Education
CFA Institute
Chartered Financial Analyst (CFA)
Queen's University 2008 — 2009
Master of Business Administration (MBA)
Financial Planning Standards Council
Certified Financial Planner (CFP)
Mount Allison University 1998 — 2002
Bachelor of Commerce (BCom), Finance, Economics
Loreli Garrett's BMO Nesbitt Burns Experience March 1999 - October 2007
Job Contract Bookkeeping and Administration
Industry Executive Office
Experience
Contract March 2008 - Present
BMO Nesbitt Burns March 1999 - October 2007
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, QuickBooks, Sage Accounts, Budgets
Education
Red River College
Business Administration
Contract March 2008 - Present
BMO Nesbitt Burns March 1999 - October 2007
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, QuickBooks, Sage Accounts, Budgets
Education
Red River College
Business Administration
Scott Kinnear's BMO Nesbitt Burns Experience January 1997 - January 2000
Job Assistant Director, Market Intelligence at Bank of Canada
Industry Banking
Experience
Bank of Canada January 2013 - Present
Bank of Canada July 2011 - January 2013
Bank of Canada July 2009 - July 2011
Bank of Canada September 2008 - July 2009
Bank of Canada April 2004 - September 2008
Merrill Lynch January 2000 - January 2002
BMO Nesbitt Burns January 1997 - January 2000
Skills
Financial Analysis, Risk Management, Project Management, Portfolio Management
Education
Queen's University 1994 — 1995
Master of Arts (MA), Economics
University of Guelph 1989 — 1994
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
Bank of Canada January 2013 - Present
Bank of Canada July 2011 - January 2013
Bank of Canada July 2009 - July 2011
Bank of Canada September 2008 - July 2009
Bank of Canada April 2004 - September 2008
Merrill Lynch January 2000 - January 2002
BMO Nesbitt Burns January 1997 - January 2000
Skills
Financial Analysis, Risk Management, Project Management, Portfolio Management
Education
Queen's University 1994 — 1995
Master of Arts (MA), Economics
University of Guelph 1989 — 1994
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.