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
Katya Hurvitz Katya Hurvitz's BMO Nesbitt Burns Experience 2004 - 2004
Job Accountant at Taco (CANADA) Ltd.
Industry Mechanical or Industrial Engineering
Experience
Taco (CANADA) Ltd. June 2014 - Present
Wisdek Corp. 2007 - June 2014
Starford International Inc 2004 - 2007
Aware Marketing 2004 - 2004
BMO Nesbitt Burns 2004 - 2004
Skills
Tax Preparation, International Relations, International Tax, Cost Management, Accounting, Tax Returns, Income Tax, Corporate Tax, Financial Analysis, Financial Reporting, US Payroll, Financial Accounting, Internal Controls, Internal Audit, Payroll, Merchant Accounts, Corporate Finance, Corporate Development, Trademarks, PPC, Auditing, Strategic Financial..., Cash Flow, Budgets, GAAP, Analytics, Revenue Recognition, Small Business, Business Planning, Consolidation, Accounts Receivable, Forecasting, Leadership, Marketing, Risk Management, Risk Assessment, Credit Analysis, Legal Compliance, PCI Standards, Asset Management, Asset Protection, IT Asset Management, Infrastructure..., Foreign Relations
Education
Canadian Payroll Association 2013 — 2013
Payroll Compliance Practicioner
CPA 2013 — 2016
York University 2000 — 2003
BSc, Computer Science
Seneca College of Applied Arts and Technology 1999 — 2001
Diploma, Computer Programmer
Taco (CANADA) Ltd. June 2014 - Present
Wisdek Corp. 2007 - June 2014
Starford International Inc 2004 - 2007
Aware Marketing 2004 - 2004
BMO Nesbitt Burns 2004 - 2004
Skills
Tax Preparation, International Relations, International Tax, Cost Management, Accounting, Tax Returns, Income Tax, Corporate Tax, Financial Analysis, Financial Reporting, US Payroll, Financial Accounting, Internal Controls, Internal Audit, Payroll, Merchant Accounts, Corporate Finance, Corporate Development, Trademarks, PPC, Auditing, Strategic Financial..., Cash Flow, Budgets, GAAP, Analytics, Revenue Recognition, Small Business, Business Planning, Consolidation, Accounts Receivable, Forecasting, Leadership, Marketing, Risk Management, Risk Assessment, Credit Analysis, Legal Compliance, PCI Standards, Asset Management, Asset Protection, IT Asset Management, Infrastructure..., Foreign Relations
Education
Canadian Payroll Association 2013 — 2013
Payroll Compliance Practicioner
CPA 2013 — 2016
York University 2000 — 2003
BSc, Computer Science
Seneca College of Applied Arts and Technology 1999 — 2001
Diploma, Computer Programmer
Elan Squire Elan Squire's BMO Nesbitt Burns Experience December 2011 - April 2012
Job District Vice President at RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management April 2015 - Present
RBC Global Asset Management March 2014 - April 2015
AGF Management Limited January 2013 - February 2014
BMO Nesbitt Burns December 2011 - April 2012
Q2 Sports & Entertainment September 2008 - May 2010
Skills
Sales, Mutual Funds, Marketing, Financial Services, Analysis, Event Management, Investments, Customer Satisfaction, Management, Leadership, Wealth Management, CRM, Banking, Teamwork, Business Development, Portfolio Management
Education
Simon Fraser University 2005 — 2010
Bachelor's degree, Communication
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Conduct and Practices Handbook
RBC Global Asset Management April 2015 - Present
RBC Global Asset Management March 2014 - April 2015
AGF Management Limited January 2013 - February 2014
BMO Nesbitt Burns December 2011 - April 2012
Q2 Sports & Entertainment September 2008 - May 2010
Skills
Sales, Mutual Funds, Marketing, Financial Services, Analysis, Event Management, Investments, Customer Satisfaction, Management, Leadership, Wealth Management, CRM, Banking, Teamwork, Business Development, Portfolio Management
Education
Simon Fraser University 2005 — 2010
Bachelor's degree, Communication
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Conduct and Practices Handbook
Floyd Thomas Floyd Thomas's BMO Nesbitt Burns Experience June 2007 - October 2009
Job Exclusive sales & inventory management at Reebok merchandise
Industry Apparel & Fashion
Experience
Reebok October 2011 - Present
BFly December 2010 - July 2011
BMO Nesbitt Burns June 2007 - October 2009
Skills
Leadership, Customer service, Retail, Investments, Microsoft Office, Customer Service, Social Networking, Management, Sales
Education
Yorkville University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sheridan College 2006 — 2010
Advanced Diploma, Marketing Admin.
Reebok October 2011 - Present
BFly December 2010 - July 2011
BMO Nesbitt Burns June 2007 - October 2009
Skills
Leadership, Customer service, Retail, Investments, Microsoft Office, Customer Service, Social Networking, Management, Sales
Education
Yorkville University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sheridan College 2006 — 2010
Advanced Diploma, Marketing Admin.
Dorothy-Anna Orser Dorothy-Anna Orser's BMO Nesbitt Burns Experience September 1997 - March 2007
Job Portfolio Manager focused on high net worth individuals and corporate finance for CPC's.
Industry Financial Services
Experience
Dundee Goodman Private Wealth March 2014 - Present
Richardson GMP September 2013 - March 2014
Macquarie Private Wealth May 2012 - November 2013
Canaccord Wealth Management March 2007 - May 2012
BMO Nesbitt Burns September 1997 - March 2007
Rae & Lipskie Investment Counsel June 1996 - March 1997
Black Investment Counsel June 1995 - May 1996
RBC Dominion Securities January 1991 - June 1995
CIBC Wood Gundy June 1987 - December 1990
Skills
Wealth Management, Investments, Investment Strategies, Equities, Investment Advisory, Estate Planning, CPCs, High Net Worth..., Mutual Funds, Portfolio Management, Retirement Planning, Investment Banking, Securities, Alternative Investments, Asset Allocation, Entrepreneurship, Finance, IPO, Strategic Financial..., Options, Asset Management, Bonds, Capital Markets, Financial Advisory, Investment Management, Private Placements, Hedge Funds, Private Equity, Investor Relations, Financial Planning
Education
The University of Western Ontario 1978 — 1980
Biology/Biological Sciences, General
Simon Fraser University
University of Waterloo
Dundee Goodman Private Wealth March 2014 - Present
Richardson GMP September 2013 - March 2014
Macquarie Private Wealth May 2012 - November 2013
Canaccord Wealth Management March 2007 - May 2012
BMO Nesbitt Burns September 1997 - March 2007
Rae & Lipskie Investment Counsel June 1996 - March 1997
Black Investment Counsel June 1995 - May 1996
RBC Dominion Securities January 1991 - June 1995
CIBC Wood Gundy June 1987 - December 1990
Skills
Wealth Management, Investments, Investment Strategies, Equities, Investment Advisory, Estate Planning, CPCs, High Net Worth..., Mutual Funds, Portfolio Management, Retirement Planning, Investment Banking, Securities, Alternative Investments, Asset Allocation, Entrepreneurship, Finance, IPO, Strategic Financial..., Options, Asset Management, Bonds, Capital Markets, Financial Advisory, Investment Management, Private Placements, Hedge Funds, Private Equity, Investor Relations, Financial Planning
Education
The University of Western Ontario 1978 — 1980
Biology/Biological Sciences, General
Simon Fraser University
University of Waterloo
Julie Sherratt Julie Sherratt's BMO Nesbitt Burns Experience 1991 - 1996
Job Managing Director, Risk Management at TD Asset Management
Industry Financial Services
Experience
TD Asset Management November 2012 - Present
TD Asset Management 2009 - 2012
TD Asset Management 2007 - 2009
TD Asset Management 2004 - 2007
TD Asset Management 1996 - 2004
BMO Nesbitt Burns 1991 - 1996
Dean Witter Canada 1990 - 1991
Prudential Bache Securities 1989 - 1990
Skills
Risk Management, Credit, Credit Risk, Asset Management, Derivatives, Fixed Income, Credit Analysis, Equities, Portfolio Management, Banking, Financial Analysis, Financial Risk, Investments, Capital Markets, Bloomberg
Education
Simon Fraser University 1982 — 1987
Bachelor of Arts (B.A.), Economics
TD Asset Management November 2012 - Present
TD Asset Management 2009 - 2012
TD Asset Management 2007 - 2009
TD Asset Management 2004 - 2007
TD Asset Management 1996 - 2004
BMO Nesbitt Burns 1991 - 1996
Dean Witter Canada 1990 - 1991
Prudential Bache Securities 1989 - 1990
Skills
Risk Management, Credit, Credit Risk, Asset Management, Derivatives, Fixed Income, Credit Analysis, Equities, Portfolio Management, Banking, Financial Analysis, Financial Risk, Investments, Capital Markets, Bloomberg
Education
Simon Fraser University 1982 — 1987
Bachelor of Arts (B.A.), Economics
Robert Preduta, PMP Robert Preduta, PMP's BMO Nesbitt Burns Experience February 1998 - February 1999
Job IT Leader aligning technology solutions to create business value
Industry Information Technology and Services
Experience
Independent Consultant 2014 - Present
Lafarge February 2011 - March 2014
Lafarge October 2008 - February 2011
Lafarge May 2005 - October 2008
Independent Consultant February 1999 - March 2005
BMO Nesbitt Burns February 1998 - February 1999
Oasis Technology April 1997 - February 1998
ICI - Romania September 1991 - March 1997
Skills
IT Strategy, IT Management, Project Portfolio..., Program Management, Integration, Leadership, Architecture, Project Management, Change Management, CRM, IT Operations, Project Planning, Business Process, ERP, Mobile Applications, Solution Architecture, Web Applications, Software Development, Management, Problem Solving, Portals, Team Leadership, Team Management, IT Service Management, ITIL, Business Ethics, Vendor Managed Inventory, Web Application Design, PMP, Budgets, JD Edwards, Customer Service, Large Scale Systems, EBPP, Usability, Wikis, Data Warehousing, SDLC, Budgeting, Web Infrastructure, Digital Branding, J2EE Architecture, Web Integration, CRM software, Enterprise Collaboration, Infrastructure, Web Project Management
Education
Universitatea „Politehnica” din București 1986 — 1991
MS, Computer Science
MF3 1981 — 1986
High School Diploma, Math, Physics
Independent Consultant 2014 - Present
Lafarge February 2011 - March 2014
Lafarge October 2008 - February 2011
Lafarge May 2005 - October 2008
Independent Consultant February 1999 - March 2005
BMO Nesbitt Burns February 1998 - February 1999
Oasis Technology April 1997 - February 1998
ICI - Romania September 1991 - March 1997
Skills
IT Strategy, IT Management, Project Portfolio..., Program Management, Integration, Leadership, Architecture, Project Management, Change Management, CRM, IT Operations, Project Planning, Business Process, ERP, Mobile Applications, Solution Architecture, Web Applications, Software Development, Management, Problem Solving, Portals, Team Leadership, Team Management, IT Service Management, ITIL, Business Ethics, Vendor Managed Inventory, Web Application Design, PMP, Budgets, JD Edwards, Customer Service, Large Scale Systems, EBPP, Usability, Wikis, Data Warehousing, SDLC, Budgeting, Web Infrastructure, Digital Branding, J2EE Architecture, Web Integration, CRM software, Enterprise Collaboration, Infrastructure, Web Project Management
Education
Universitatea „Politehnica” din București 1986 — 1991
MS, Computer Science
MF3 1981 — 1986
High School Diploma, Math, Physics
Dave Keir Dave Keir's BMO Nesbitt Burns Experience January 1998 - April 1998
Job Technology Recruitment Specialist
Industry Information Technology and Services
Experience
The Mirillion Group September 2015 - Present
3 Degrees Creative Resourcing December 2012 - August 2015
RHT June 2004 - December 2012
CIBC September 1998 - April 2004
BMO Nesbitt Burns January 1998 - April 1998
Skills
Technical Recruiting, CRM, Recruiting, Management, Leadership, Business Development, Business Analysis, Networking, Account Management, Digital Marketing, Software Development, Consulting, Temporary Placement, Risk Management, Customer Satisfaction, Time Management, Hiring, Banking, SDLC, Network Administration, Business Intelligence, Information Technology, Project Management, Technology Needs..., SharePoint, Contract Recruitment, Team Leadership, IT Strategy, IT Management, Resource Management, Talent Acquisition, Integration, Vendor Management, Sourcing, Executive Search, Permanent Placement, Staffing Services, Applicant Tracking..., IT Recruitment
Education
Sheridan College 1997 — 1999
Computer Science Technology, Technology
The Mirillion Group September 2015 - Present
3 Degrees Creative Resourcing December 2012 - August 2015
RHT June 2004 - December 2012
CIBC September 1998 - April 2004
BMO Nesbitt Burns January 1998 - April 1998
Skills
Technical Recruiting, CRM, Recruiting, Management, Leadership, Business Development, Business Analysis, Networking, Account Management, Digital Marketing, Software Development, Consulting, Temporary Placement, Risk Management, Customer Satisfaction, Time Management, Hiring, Banking, SDLC, Network Administration, Business Intelligence, Information Technology, Project Management, Technology Needs..., SharePoint, Contract Recruitment, Team Leadership, IT Strategy, IT Management, Resource Management, Talent Acquisition, Integration, Vendor Management, Sourcing, Executive Search, Permanent Placement, Staffing Services, Applicant Tracking..., IT Recruitment
Education
Sheridan College 1997 — 1999
Computer Science Technology, Technology
Louis Painchaud Louis Painchaud's BMO Nesbitt Burns Experience March 2014 - Present
Job Directeur de succursale McGillBrossard /Conseiller en placement BMO Nesbitt Burns inc. ● Groupe CasavantPainchaud
Industry Investment Management
Experience
BMO Nesbitt Burns March 2014 - Present
BMO Nesbitt Burns December 2012 - Present
RBC Dominion Securities March 2009 - December 2012
RBC Dominion Securities August 2002 - July 2009
Canadian Forces August 1982 - August 2002
Skills
Leadership, Teamwork, Finance, Wealth Management, Portfolio Management, Investment Strategies, Investments, Asset Management
Education
2000 — 2002
MBA, Gestion des entreprises
Collège militaire Royal de Saint-Jean 1982 — 1987
Bacc. Administration des affaires, Administration - finances
BMO Nesbitt Burns March 2014 - Present
BMO Nesbitt Burns December 2012 - Present
RBC Dominion Securities March 2009 - December 2012
RBC Dominion Securities August 2002 - July 2009
Canadian Forces August 1982 - August 2002
Skills
Leadership, Teamwork, Finance, Wealth Management, Portfolio Management, Investment Strategies, Investments, Asset Management
Education
2000 — 2002
MBA, Gestion des entreprises
Collège militaire Royal de Saint-Jean 1982 — 1987
Bacc. Administration des affaires, Administration - finances
Na'im Merchant Na'im Merchant's BMO Nesbitt Burns Experience January 2005 - August 2005
Job Partnerships and Development
Industry International Trade and Development
Experience
Clinton Health Access Initiative March 2011 - September 2013
Clinton Health Access Initiative March 2011 - August 2013
Clinton Health Access Initiative April 2010 - March 2011
VEF Momentum March 2008 - May 2010
PricewaterhouseCoopers September 2008 - April 2010
BDC Enterprize 2007 April 2006 - April 2007
Lions Capital Corp. May 2006 - September 2006
Enterprize 2006 2005 - 2006
BMO Nesbitt Burns January 2005 - August 2005
Skills
Entrepreneurship, Strategy, Competitive Analysis, Social Media, Start-ups, Leadership, Strategic Communications, Management, Marketing, Fundraising, Proposal Writing, Program Management, Analysis, Strategic Planning, Nonprofits, Business Planning, Training, International..., Development Economics, Demographic Analysis, Team Leadership, Program Development
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
Master's Degree, Population and Development
The University of British Columbia 2003 — 2007
BCom, Business - Marketing
Clinton Health Access Initiative March 2011 - September 2013
Clinton Health Access Initiative March 2011 - August 2013
Clinton Health Access Initiative April 2010 - March 2011
VEF Momentum March 2008 - May 2010
PricewaterhouseCoopers September 2008 - April 2010
BDC Enterprize 2007 April 2006 - April 2007
Lions Capital Corp. May 2006 - September 2006
Enterprize 2006 2005 - 2006
BMO Nesbitt Burns January 2005 - August 2005
Skills
Entrepreneurship, Strategy, Competitive Analysis, Social Media, Start-ups, Leadership, Strategic Communications, Management, Marketing, Fundraising, Proposal Writing, Program Management, Analysis, Strategic Planning, Nonprofits, Business Planning, Training, International..., Development Economics, Demographic Analysis, Team Leadership, Program Development
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
Master's Degree, Population and Development
The University of British Columbia 2003 — 2007
BCom, Business - Marketing
Hubert Marleau Hubert Marleau's BMO Nesbitt Burns Experience January 1970 - December 1979
Job Economist at Palos Management Inc.
Industry Investment Management
Experience
Palos Management Inc. January 2001 - Present
Palos Management Inc. January 2001 - Present
Marleau Lemire Inc. January 1990 - December 2000
National Bank Financial January 1980 - December 1989
BMO Nesbitt Burns January 1970 - December 1979
Skills
Investments, Economics, Corporate Finance, Asset Managment, Valuation, Equities, Venture Capital, Mergers & Acquisitions, Wealth Management, Corporate Development, Asset Management, Alternative Investments, Private Equity, Portfolio Management, Start-ups, Hedge Funds, Business Strategy, Financial Analysis, Investment Strategies, Entrepreneurship, Trading, Investment Banking, Financial Modeling, Capital Markets, Finance, Management Consulting, Strategic Financial..., Due Diligence, Securities, Investor Relations, Mutual Funds, Options, Funding, Private Placements, Restructuring, Financial Structuring, Fixed Income, Investment Advisory, IPO, Emerging Markets, Business Valuation, Derivatives, Investment Management, Capital, Structured Finance, Project Finance, Growth Capital, Deal Sourcing, Angel Investing, Joint Ventures
Education
University of Ottawa / Université d'Ottawa 1965 — 1970
Honors Bachelor of Science, Mathematics & Economics
Saint Lawrence College 1959 — 1964
senior immatriculation, Arts & Science
Palos Management Inc. January 2001 - Present
Palos Management Inc. January 2001 - Present
Marleau Lemire Inc. January 1990 - December 2000
National Bank Financial January 1980 - December 1989
BMO Nesbitt Burns January 1970 - December 1979
Skills
Investments, Economics, Corporate Finance, Asset Managment, Valuation, Equities, Venture Capital, Mergers & Acquisitions, Wealth Management, Corporate Development, Asset Management, Alternative Investments, Private Equity, Portfolio Management, Start-ups, Hedge Funds, Business Strategy, Financial Analysis, Investment Strategies, Entrepreneurship, Trading, Investment Banking, Financial Modeling, Capital Markets, Finance, Management Consulting, Strategic Financial..., Due Diligence, Securities, Investor Relations, Mutual Funds, Options, Funding, Private Placements, Restructuring, Financial Structuring, Fixed Income, Investment Advisory, IPO, Emerging Markets, Business Valuation, Derivatives, Investment Management, Capital, Structured Finance, Project Finance, Growth Capital, Deal Sourcing, Angel Investing, Joint Ventures
Education
University of Ottawa / Université d'Ottawa 1965 — 1970
Honors Bachelor of Science, Mathematics & Economics
Saint Lawrence College 1959 — 1964
senior immatriculation, Arts & Science
Alex Conradi Alex Conradi's BMO Nesbitt Burns Experience 2008 - 2010
Job Director, Investment, Emerging Markets Branch, International & Intergovernmental Relations
Industry Government Administration
Experience
Government of Alberta 2010 - Present
BMO Nesbitt Burns 2008 - 2010
CEI Limited 2002 - 2008
Mitsui & Co., Ltd. 1989 - 2002
Skills
Strategic Planning, Project Management, Government, Strategic Communications, Public Policy, Policy, Economic Development, Governance, Analysis, Strategy, Stakeholder Engagement, Policy Analysis, Project Planning, International Relations, Program Management, Management Consulting, Fundraising, Leadership, Economics, Research, Public Speaking, International..., Business Planning
Education
Canadian Securities Institute
Chartered Investment Manager (C.I.M.)
Western State Colorado University
Master of Business Administration (M.B.A.)
University of Alberta
Bachelor's degree, Economics, History
Government of Alberta 2010 - Present
BMO Nesbitt Burns 2008 - 2010
CEI Limited 2002 - 2008
Mitsui & Co., Ltd. 1989 - 2002
Skills
Strategic Planning, Project Management, Government, Strategic Communications, Public Policy, Policy, Economic Development, Governance, Analysis, Strategy, Stakeholder Engagement, Policy Analysis, Project Planning, International Relations, Program Management, Management Consulting, Fundraising, Leadership, Economics, Research, Public Speaking, International..., Business Planning
Education
Canadian Securities Institute
Chartered Investment Manager (C.I.M.)
Western State Colorado University
Master of Business Administration (M.B.A.)
University of Alberta
Bachelor's degree, Economics, History
Jean Richard, LL.L, LL.M. MInt. Tax, TEP Jean Richard, LL.L, LL.M. MInt. Tax, TEP's BMO Nesbitt Burns Experience April 2001 - Present
Job VP & Head of Eastern Canada Wealth Management Consulting at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns April 2001 - Present
SONACC April 1999 - June 2006
London Life 1998 - 2001
Arthur Anderson 1989 - 1998
MRQ 1984 - 1989
Skills
Legal Advice, Tax Law, International Tax, Tax, Financial Planning, Investments, Estate Planning, High Net Worth..., Wealth Management, International Tax..., Restructuring, Strategic Financial...
Education
Thomas Jefferson School of Law 2010 — 2012
LLM International Tax and Financial Services, International Taxation & Financial Services, Summa Cum Laude
UNSW Australia 2006 — 2008
MInt. Tax, Master in International Tax
Canadian Institute of Chartered Accountant 1985 — 1987
In Depth Tax Course, Canadian Taxatiion
Quebec Bar Association 1980 — 1981
Admit to the Quebec Bar, Practice of Law
Université de Montréal 1977 — 1980
LL.L., Law degree
BMO Nesbitt Burns April 2001 - Present
SONACC April 1999 - June 2006
London Life 1998 - 2001
Arthur Anderson 1989 - 1998
MRQ 1984 - 1989
Skills
Legal Advice, Tax Law, International Tax, Tax, Financial Planning, Investments, Estate Planning, High Net Worth..., Wealth Management, International Tax..., Restructuring, Strategic Financial...
Education
Thomas Jefferson School of Law 2010 — 2012
LLM International Tax and Financial Services, International Taxation & Financial Services, Summa Cum Laude
UNSW Australia 2006 — 2008
MInt. Tax, Master in International Tax
Canadian Institute of Chartered Accountant 1985 — 1987
In Depth Tax Course, Canadian Taxatiion
Quebec Bar Association 1980 — 1981
Admit to the Quebec Bar, Practice of Law
Université de Montréal 1977 — 1980
LL.L., Law degree
René Gendreau's BMO Nesbitt Burns Experience August 1994 - August 2005
Job Vice President, Portfolio Manager │ Richardson GMP
Industry Financial Services
Experience
Richardson GMP Limited August 2005 - Present
BMO Nesbitt Burns August 1994 - August 2005
BMO Nesbitt Burns August 1994 - August 2005
Skills
Alternative Investments, Wealth Management, Investments, Asset Allocation, Securities, Financial Advisory, Estate Planning
Education
Université du Québec à Rimouski 1981 — 1984
Bachelor, Finance and Marketing
Richardson GMP Limited August 2005 - Present
BMO Nesbitt Burns August 1994 - August 2005
BMO Nesbitt Burns August 1994 - August 2005
Skills
Alternative Investments, Wealth Management, Investments, Asset Allocation, Securities, Financial Advisory, Estate Planning
Education
Université du Québec à Rimouski 1981 — 1984
Bachelor, Finance and Marketing
Maggie Chen Maggie Chen's BMO Nesbitt Burns Experience May 2011 - August 2011
Job Data Scientist at Twitter
Industry Information Technology and Services
Experience
Twitter May 2015 - Present
BlackRock October 2014 - January 2015
CPP Investment Board April 2013 - February 2014
BMO June 2012 - December 2012
BMO Nesbitt Burns May 2011 - August 2011
RBC Dominion Securities March 2010 - May 2010
Skills
Mutual Funds, Financial Modeling, Investments, Portfolio Management, Economics, Statistics, Wealth Management, Risk Management, Investment Strategies, Strategic Financial..., Bloomberg, Investment Management, Due Diligence
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master
University of Toronto - University College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics and Statistics
Ithaca High School 2006 — 2007
The London School of Economics and Political Science (LSE)
Economics
High School Affiliated to Nanjing Normal University
Twitter May 2015 - Present
BlackRock October 2014 - January 2015
CPP Investment Board April 2013 - February 2014
BMO June 2012 - December 2012
BMO Nesbitt Burns May 2011 - August 2011
RBC Dominion Securities March 2010 - May 2010
Skills
Mutual Funds, Financial Modeling, Investments, Portfolio Management, Economics, Statistics, Wealth Management, Risk Management, Investment Strategies, Strategic Financial..., Bloomberg, Investment Management, Due Diligence
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master
University of Toronto - University College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics and Statistics
Ithaca High School 2006 — 2007
The London School of Economics and Political Science (LSE)
Economics
High School Affiliated to Nanjing Normal University
Todd L Papineau's BMO Nesbitt Burns Experience 1997 - 2000
Job Executive Director, St. Regis Mohawk Tribal Gaming Commission
Industry Gambling & Casinos
Experience
St. Regis Mohawk Tribal Gaming Commission August 2002 - Present
National Tribal Gaming Commissioners/Regulators Association March 2008 - March 2013
Akwesasne Mohawk Casino March 2000 - August 2002
BMO Nesbitt Burns 1997 - 2000
BMO Bank of Montreal February 1992 - February 1997
Skills
Casino, Hospitality, Budgets, Strategic Planning, Business Strategy, Poker, Gaming Industry, Team Building, Policy, Online Gaming, Online Gambling, Auditing, Gaming, Gambling, Customer Service, Management, Operations Management
Education
Syracuse University - Maxwell School 1985 — 1989
BA, Economics
St. Regis Mohawk Tribal Gaming Commission August 2002 - Present
National Tribal Gaming Commissioners/Regulators Association March 2008 - March 2013
Akwesasne Mohawk Casino March 2000 - August 2002
BMO Nesbitt Burns 1997 - 2000
BMO Bank of Montreal February 1992 - February 1997
Skills
Casino, Hospitality, Budgets, Strategic Planning, Business Strategy, Poker, Gaming Industry, Team Building, Policy, Online Gaming, Online Gambling, Auditing, Gaming, Gambling, Customer Service, Management, Operations Management
Education
Syracuse University - Maxwell School 1985 — 1989
BA, Economics
Alina Griva's BMO Nesbitt Burns Experience December 2011 - April 2012
Job Move forward!
Industry Human Resources
Experience
Hudson's Bay Company December 2013 - Present
State Farm December 2012 - November 2013
Yorkdale Fitness January 2010 - November 2012
BMO Nesbitt Burns December 2011 - April 2012
Extreme Fitness September 2010 - January 2011
Skills
Marketing Communications, Time Management, Learning Quickly, Self-motivated Team..., Hard-worker, Teamwork, Sales, Marketing, Leadership, Customer Service
Education
Seneca College of Applied Arts and Technology 2010 — 2012
Diploma, Business Administration/ Financial Planning
Hudson's Bay Company December 2013 - Present
State Farm December 2012 - November 2013
Yorkdale Fitness January 2010 - November 2012
BMO Nesbitt Burns December 2011 - April 2012
Extreme Fitness September 2010 - January 2011
Skills
Marketing Communications, Time Management, Learning Quickly, Self-motivated Team..., Hard-worker, Teamwork, Sales, Marketing, Leadership, Customer Service
Education
Seneca College of Applied Arts and Technology 2010 — 2012
Diploma, Business Administration/ Financial Planning
Sum Yee Man, CHRL Sum Yee Man, CHRL's BMO Nesbitt Burns Experience July 2011 - January 2012
Job Sr. Risk Management Specialist at Randstad Canada
Industry Human Resources
Experience
Randstad Canada January 2015 - Present
Pure Metal Galvanizing September 2014 - January 2015
The Staffing Edge January 2012 - August 2014
BMO Nesbitt Burns July 2011 - January 2012
JYSK June 2010 - May 2011
Investment Planning Counsel October 2009 - June 2010
Access Career Solutions inc. June 2009 - September 2009
Skills
Human Resources, Performance Management, Recruiting, Time Management, HRIS, Employee Relations, Talent Acquisition, Applicant Tracking..., Strategic Planning, Payroll, Conflict Resolution, Interviews, Training, Talent Management, HR Policies, Customer Service, Contract Recruitment, Account Management, Temporary Staffing, Recruitment Advertising, Temporary Placement, Management, Hiring, Onboarding, Staffing Services, Job Descriptions, New Hire Orientations, Screening Resumes, Technical Recruiting, Employee Engagement, Employee Training, Coaching, Sourcing, Benefits Administration, Executive Search, Employee Benefits, Personnel Management, Succession Planning, HR Consulting, Deferred Compensation, College Recruiting, Permanent Placement, Employment Law
Education
Sheridan College 2008 — 2009
Human Resource Management
University of Waterloo 2003 — 2007
BA., Joint Honors Psychology and Speech Communication, Minor- Human Resource Management
Randstad Canada January 2015 - Present
Pure Metal Galvanizing September 2014 - January 2015
The Staffing Edge January 2012 - August 2014
BMO Nesbitt Burns July 2011 - January 2012
JYSK June 2010 - May 2011
Investment Planning Counsel October 2009 - June 2010
Access Career Solutions inc. June 2009 - September 2009
Skills
Human Resources, Performance Management, Recruiting, Time Management, HRIS, Employee Relations, Talent Acquisition, Applicant Tracking..., Strategic Planning, Payroll, Conflict Resolution, Interviews, Training, Talent Management, HR Policies, Customer Service, Contract Recruitment, Account Management, Temporary Staffing, Recruitment Advertising, Temporary Placement, Management, Hiring, Onboarding, Staffing Services, Job Descriptions, New Hire Orientations, Screening Resumes, Technical Recruiting, Employee Engagement, Employee Training, Coaching, Sourcing, Benefits Administration, Executive Search, Employee Benefits, Personnel Management, Succession Planning, HR Consulting, Deferred Compensation, College Recruiting, Permanent Placement, Employment Law
Education
Sheridan College 2008 — 2009
Human Resource Management
University of Waterloo 2003 — 2007
BA., Joint Honors Psychology and Speech Communication, Minor- Human Resource Management
Yon Valtchev Yon Valtchev's BMO Nesbitt Burns Experience June 1999 - November 2000
Job IR and FX Risk Management, Structuring and Execution
Industry Capital Markets
Experience
Risk Consulting January 2013 - Present
Citi February 2010 - March 2012
Citi April 2006 - February 2010
Citi March 2005 - April 2006
Barclays Capital 2002 - 2005
Deutsche Bank 2000 - 2002
BMO Nesbitt Burns June 1999 - November 2000
Skills
Credit and Market Risk..., Investment product..., Execution and liquidity..., Structural and bridge..., Design, execution, and..., Communication of..., Collateral Management, Series 3, 7, 55, 63, Managerial Finance, Derivatives, Trading Strategies, Investments, Emerging Markets, Commodity, Bridge Financing, Middle Office, Hedging, Alternative Investments, Equity Derivatives, Financial Structuring, Structured Products, Options, Hedge Funds, Trading, Credit Risk, Financial Risk, Mutual Funds, Investment Management, Quantitative Analytics, Portfolio Management, Interest Rate..., CDS, Operational Risk, Investment Strategies, Private Equity, Credit Derivatives, Asset Allocation, Asset Managment, Capital Markets, Liquidity Management, Risk Management, Structured Finance, FX Options, Asset Management, Electronic Trading, Banking
Education
York University - Glendon College 1995 — 1997
Economics
University for National and World Economy 1991 — 1995
International Business
Université Panthéon Assas (Paris II) 1993 — 1994
Sciences Économiques
Risk Consulting January 2013 - Present
Citi February 2010 - March 2012
Citi April 2006 - February 2010
Citi March 2005 - April 2006
Barclays Capital 2002 - 2005
Deutsche Bank 2000 - 2002
BMO Nesbitt Burns June 1999 - November 2000
Skills
Credit and Market Risk..., Investment product..., Execution and liquidity..., Structural and bridge..., Design, execution, and..., Communication of..., Collateral Management, Series 3, 7, 55, 63, Managerial Finance, Derivatives, Trading Strategies, Investments, Emerging Markets, Commodity, Bridge Financing, Middle Office, Hedging, Alternative Investments, Equity Derivatives, Financial Structuring, Structured Products, Options, Hedge Funds, Trading, Credit Risk, Financial Risk, Mutual Funds, Investment Management, Quantitative Analytics, Portfolio Management, Interest Rate..., CDS, Operational Risk, Investment Strategies, Private Equity, Credit Derivatives, Asset Allocation, Asset Managment, Capital Markets, Liquidity Management, Risk Management, Structured Finance, FX Options, Asset Management, Electronic Trading, Banking
Education
York University - Glendon College 1995 — 1997
Economics
University for National and World Economy 1991 — 1995
International Business
Université Panthéon Assas (Paris II) 1993 — 1994
Sciences Économiques
Maureen McKay Maureen McKay's BMO Nesbitt Burns Experience 1997 - 1998
Job Client Relationship Executive, Group Retirement Services, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial April 2010 - June 2014
Fidelity Investments March 2008 - November 2008
Fidelity Investments Canada ULC July 2006 - March 2008
Fidelity Investments November 2002 - June 2006
BMO Harris Private Banking 1998 - 2002
BMO Nesbitt Burns 1997 - 1998
BMO Nesbitt Burns 1994 - 1997
Skills
Marketing Strategy, Integrated Marketing, Mutual Funds, Marketing, Strategy, Budgets, Management, Sales, Financial Services, Strategic Planning, Defined Benefit, Marketing Communications, Wealth Management, Retirement, Employee Benefits, Insurance, Investments
Education
Seneca College of Applied Arts and Technology 1989 — 1989
Honours Post-Graduate Diploma, Corporate Communications
Western University 1984 — 1988
B.A., Philosphy
Sun Life Financial June 2014 - Present
Sun Life Financial April 2010 - June 2014
Fidelity Investments March 2008 - November 2008
Fidelity Investments Canada ULC July 2006 - March 2008
Fidelity Investments November 2002 - June 2006
BMO Harris Private Banking 1998 - 2002
BMO Nesbitt Burns 1997 - 1998
BMO Nesbitt Burns 1994 - 1997
Skills
Marketing Strategy, Integrated Marketing, Mutual Funds, Marketing, Strategy, Budgets, Management, Sales, Financial Services, Strategic Planning, Defined Benefit, Marketing Communications, Wealth Management, Retirement, Employee Benefits, Insurance, Investments
Education
Seneca College of Applied Arts and Technology 1989 — 1989
Honours Post-Graduate Diploma, Corporate Communications
Western University 1984 — 1988
B.A., Philosphy
natalie desjardins natalie desjardins's BMO Nesbitt Burns Experience January 2008 - Present
Job Associate Investment Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns January 2008 - Present
BMO Nesbitt Burns 2002 - 2008
BMO Nesbitt Burns September 1995 - 2002
Skills
Investment Advisory, Investments, Wealth Management
Education
Université du Québec à Montréal 1987 — 1991
Bachelor of Business Administration (B.B.A.), FINANCE
BMO Nesbitt Burns January 2008 - Present
BMO Nesbitt Burns 2002 - 2008
BMO Nesbitt Burns September 1995 - 2002
Skills
Investment Advisory, Investments, Wealth Management
Education
Université du Québec à Montréal 1987 — 1991
Bachelor of Business Administration (B.B.A.), FINANCE
Nancy Morin Nancy Morin's BMO Nesbitt Burns Experience May 2015 - Present
Job Administratrice principal des opérations en succursale at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2015 - Present
BMO Nesbitt Burns October 1999 - May 2015
Cossette communication April 1996 - June 1999
Skills
Research, Windows, Microsoft Word, PowerPoint, Microsoft Office, Banking, English, French, Investments, Customer Service, Negotiation, Administrative..., Leadership, Microsoft Excel, Teamwork, Change Management, Social Media, Event Management, Event Planning, Coaching
Education
Université de Montréal / University of Montreal 2010 — 2013
Criminology, Certificat
Polyvalente Deux-Montagnes
DES
BMO Nesbitt Burns May 2015 - Present
BMO Nesbitt Burns October 1999 - May 2015
Cossette communication April 1996 - June 1999
Skills
Research, Windows, Microsoft Word, PowerPoint, Microsoft Office, Banking, English, French, Investments, Customer Service, Negotiation, Administrative..., Leadership, Microsoft Excel, Teamwork, Change Management, Social Media, Event Management, Event Planning, Coaching
Education
Université de Montréal / University of Montreal 2010 — 2013
Criminology, Certificat
Polyvalente Deux-Montagnes
DES
George Gimenes, PMP George Gimenes, PMP's BMO Nesbitt Burns Experience 1998 - 2001
Job Project Manager at BMO Financial Group
Industry Investment Management
Experience
BMO Financial Group 2009 - Present
BMO Financial Group 2002 - 2008
BMO Nesbitt Burns 1998 - 2001
Bata Shoe 1997 - 1998
Aços Villares Metals 1994 - 1997
TV Gazeta 1993 - 1993
Skills
Business Analysis, SDLC, Requirements Gathering, PMO, Software Project..., Enterprise Architecture, IT Strategy, CMMI, Risk Management, Integration, Project Portfolio..., Solution Architecture, MS Project, Project Management, Banking, Team Leadership, Vendor Management, PMI, PMP, Business Process, Requirements Analysis, Software Development, PMBOK, Project Delivery, ITIL, IT Management, Business Requirements, Business Process..., Business Intelligence, Governance, Visio, Systems Analysis, User Acceptance Testing, IT Service Management, Resource Management, Agile Methodologies, Program Management, Process Engineering, SharePoint, Management, Process Improvement, SQL, Oracle, Analysis
Education
Universidade Estadual de Campinas 1975 — 1979
BSEE, Digital Electronics, Telecommunication
Universidade Paulista 1995 — 1996
BA, Business Administration
BMO Financial Group 2009 - Present
BMO Financial Group 2002 - 2008
BMO Nesbitt Burns 1998 - 2001
Bata Shoe 1997 - 1998
Aços Villares Metals 1994 - 1997
TV Gazeta 1993 - 1993
Skills
Business Analysis, SDLC, Requirements Gathering, PMO, Software Project..., Enterprise Architecture, IT Strategy, CMMI, Risk Management, Integration, Project Portfolio..., Solution Architecture, MS Project, Project Management, Banking, Team Leadership, Vendor Management, PMI, PMP, Business Process, Requirements Analysis, Software Development, PMBOK, Project Delivery, ITIL, IT Management, Business Requirements, Business Process..., Business Intelligence, Governance, Visio, Systems Analysis, User Acceptance Testing, IT Service Management, Resource Management, Agile Methodologies, Program Management, Process Engineering, SharePoint, Management, Process Improvement, SQL, Oracle, Analysis
Education
Universidade Estadual de Campinas 1975 — 1979
BSEE, Digital Electronics, Telecommunication
Universidade Paulista 1995 — 1996
BA, Business Administration
Jean Gauthier CFA Jean Gauthier CFA's BMO Nesbitt Burns Experience 1996 - 1998
Job Portfolio Manager, Fixed Income and Alternative Investments at Ontario Teachers' Pension Plan
Industry Investment Management
Experience
Ontario Teachers' Pension Plan September 2014 - Present
State Street Global Advisors 2002 - 2012
Bank of Montreal 1998 - 2001
BMO Nesbitt Burns 1996 - 1998
Laurentian Bank of Canada 1992 - 1996
Skills
Portfolio Management, Risk Management, Liquidity Risk, Market Risk, Business Strategy, Fixed Income, Business Development, Management, Leadership, Strategy, Strategy Implementation, Risk Assessment, Product Development, Absolute Return, Indexing, Business Relationship..., Representation, Knowledge Sharing, Team Management, Derivatives, Credit Derivatives, Futures Trading, Options, Trading, Bonds, New Business Development, Investments, Team Leadership, Financial Services, Capital Markets
Education
CFA Institute 2002 — 2006
CFA, Charted Financial Analyst
Université du Québec à Montréal / UQAM 1985 — 1989
BAA, Finance and Financial Management Services
Ontario Teachers' Pension Plan September 2014 - Present
State Street Global Advisors 2002 - 2012
Bank of Montreal 1998 - 2001
BMO Nesbitt Burns 1996 - 1998
Laurentian Bank of Canada 1992 - 1996
Skills
Portfolio Management, Risk Management, Liquidity Risk, Market Risk, Business Strategy, Fixed Income, Business Development, Management, Leadership, Strategy, Strategy Implementation, Risk Assessment, Product Development, Absolute Return, Indexing, Business Relationship..., Representation, Knowledge Sharing, Team Management, Derivatives, Credit Derivatives, Futures Trading, Options, Trading, Bonds, New Business Development, Investments, Team Leadership, Financial Services, Capital Markets
Education
CFA Institute 2002 — 2006
CFA, Charted Financial Analyst
Université du Québec à Montréal / UQAM 1985 — 1989
BAA, Finance and Financial Management Services
Ian Chattell Ian Chattell's BMO Nesbitt Burns Experience ChairLangley Memorial Hospital Foundation2001 - October 2011
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns ChairLangley Memorial Hospital Foundation2001 - October 2011
Toronto-Dominion Bank 1997 - 2000
Skills
Wealth Management, Equities, Fixed Income, Mutual Funds, Investments, Investment Advisory, Investment Strategies, Finance, Asset Allocation, Retirement Planning, Wealth, Wealth Management..., Alternative Investments, Asset Management, Financial Markets, Options, ETFs, Financial Advisory, High Net Worth..., Bonds, Portfolio Management, Securities, Retirement, Financial Planners, Strategic Financial..., Investment Management, Pensions, Hedge Funds, Capital Markets, Equity Research, Financial Services, Trading, Private Banking
Education
Simon Fraser University 1991 — 1996
Arts (Economics), Economics
BMO Nesbitt Burns ChairLangley Memorial Hospital Foundation2001 - October 2011
Toronto-Dominion Bank 1997 - 2000
Skills
Wealth Management, Equities, Fixed Income, Mutual Funds, Investments, Investment Advisory, Investment Strategies, Finance, Asset Allocation, Retirement Planning, Wealth, Wealth Management..., Alternative Investments, Asset Management, Financial Markets, Options, ETFs, Financial Advisory, High Net Worth..., Bonds, Portfolio Management, Securities, Retirement, Financial Planners, Strategic Financial..., Investment Management, Pensions, Hedge Funds, Capital Markets, Equity Research, Financial Services, Trading, Private Banking
Education
Simon Fraser University 1991 — 1996
Arts (Economics), Economics
John Langley John Langley's BMO Nesbitt Burns Experience June 2000 - September 2005
Job Managing Director at Transcend Valuation, Inc.
Industry Financial Services
Experience
Transcend Valuation, Inc. October 2014 - Present
Transcend Valuation, Inc. August 2013 - Present
Grant Thornton LLP December 2012 - September 2013
Vantage Point Advisors, Inc. January 2011 - December 2012
Deloitte FAS August 2006 - January 2011
BMO Nesbitt Burns June 2000 - September 2005
Skills
Valuation, Financial Reporting, Purchase Price..., Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis, FAS 5, Due Diligence, DCF, Mergers, Investments, US GAAP, SEC filings, Private Equity
Education
UCLA Anderson School of Management 1998 — 2000
Master of Business Administration, Finance
Stanford University 1992 — 1993
Master of Science, Engineering
United States Merchant Marine Academy 1988 — 1992
Bachelor of Science (BS), Marine Engineering Systems
Transcend Valuation, Inc. October 2014 - Present
Transcend Valuation, Inc. August 2013 - Present
Grant Thornton LLP December 2012 - September 2013
Vantage Point Advisors, Inc. January 2011 - December 2012
Deloitte FAS August 2006 - January 2011
BMO Nesbitt Burns June 2000 - September 2005
Skills
Valuation, Financial Reporting, Purchase Price..., Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis, FAS 5, Due Diligence, DCF, Mergers, Investments, US GAAP, SEC filings, Private Equity
Education
UCLA Anderson School of Management 1998 — 2000
Master of Business Administration, Finance
Stanford University 1992 — 1993
Master of Science, Engineering
United States Merchant Marine Academy 1988 — 1992
Bachelor of Science (BS), Marine Engineering Systems
Monica Kumar's BMO Nesbitt Burns Experience May 2002 - November 2002
Job REALTOR at Mozaic Homes | Keller WIlliams Realty
Industry Real Estate
Experience
Mozaic Homes Keller WIlliams Realty June 2014 - Present
Cornet Technology, Inc. October 2004 - June 2014
BMO Nesbitt Burns May 2002 - November 2002
Bank of Montreal March 2001 - May 2002
Robin Hood Multifoods Inc. July 1998 - March 2000
Skills
Real Estate, Contract Negotiation, First Time Home Buyers, Real Estate Transactions, Finance, Seller Representation, Management, Investment Properties, Investors, Foreclosures, Buyer Representation, Short Sales
Education
York University 1994 — 1998
Master of Business Administration (M.B.A.), Schulich School of Business
York University
Bachelor of Administrative Studies (B.A.S.)
The University of British Columbia
Inter-session French Immersion Program
Mozaic Homes Keller WIlliams Realty June 2014 - Present
Cornet Technology, Inc. October 2004 - June 2014
BMO Nesbitt Burns May 2002 - November 2002
Bank of Montreal March 2001 - May 2002
Robin Hood Multifoods Inc. July 1998 - March 2000
Skills
Real Estate, Contract Negotiation, First Time Home Buyers, Real Estate Transactions, Finance, Seller Representation, Management, Investment Properties, Investors, Foreclosures, Buyer Representation, Short Sales
Education
York University 1994 — 1998
Master of Business Administration (M.B.A.), Schulich School of Business
York University
Bachelor of Administrative Studies (B.A.S.)
The University of British Columbia
Inter-session French Immersion Program
Monica RUI TONG Monica RUI TONG's BMO Nesbitt Burns Experience June 2015 - Present
Job Customer Service
Industry Banking
Experience
BMO Nesbitt Burns June 2015 - Present
BMO Financial Group January 2014 - Present
Mexx November 2012 - January 2014
Festival du Nouveau Cinéma November 2013 - November 2013
festival des films du monde August 2013 - September 2013
Festival coup de coeur francophone October 2012 - November 2012
PRINTEMPS HAUSSMANN PARIS August 2012 - August 2012
Sonia Rykiel June 2012 - July 2012
Milady haut fourrure October 2010 - March 2012
Festival du Cinéma Chinois de Paris June 2010 - October 2010
Skills
Microsoft Word, Photoshop, PowerPoint, Microsoft Excel, Ulead VideoStudio, Illustrator
Education
Association des Clubs de Recherche d’Emploi - CRE VERDUN , Montreal 2012 — 2012
Université d'Auvergne (Clermont-Ferrand I) 2009 — 2011
Master's degree, les activites culturelle et audiovisuelle
Université d'Auvergne (Clermont-Ferrand I) 2008 — 2009
Master's degree, Business Administration and Management, General
BMO Nesbitt Burns June 2015 - Present
BMO Financial Group January 2014 - Present
Mexx November 2012 - January 2014
Festival du Nouveau Cinéma November 2013 - November 2013
festival des films du monde August 2013 - September 2013
Festival coup de coeur francophone October 2012 - November 2012
PRINTEMPS HAUSSMANN PARIS August 2012 - August 2012
Sonia Rykiel June 2012 - July 2012
Milady haut fourrure October 2010 - March 2012
Festival du Cinéma Chinois de Paris June 2010 - October 2010
Skills
Microsoft Word, Photoshop, PowerPoint, Microsoft Excel, Ulead VideoStudio, Illustrator
Education
Association des Clubs de Recherche d’Emploi - CRE VERDUN , Montreal 2012 — 2012
Université d'Auvergne (Clermont-Ferrand I) 2009 — 2011
Master's degree, les activites culturelle et audiovisuelle
Université d'Auvergne (Clermont-Ferrand I) 2008 — 2009
Master's degree, Business Administration and Management, General
Philippe Harris Philippe Harris's BMO Nesbitt Burns Experience August 1996 - May 1999
Job Gestionnaire de Portefeuilles / Fondateur, Harris, Bolduc et Associés
Industry Investment Management
Experience
Harris Bolduc et Associés March 2007 - Present
Cogesfonds May 2002 - March 2007
Lévesque Beaubien/Financière Banque Nationale March 1999 - May 2002
BMO Nesbitt Burns August 1996 - May 1999
Education
Université Laval 1988 — 1991
B.A.A., Finaces
Harris Bolduc et Associés March 2007 - Present
Cogesfonds May 2002 - March 2007
Lévesque Beaubien/Financière Banque Nationale March 1999 - May 2002
BMO Nesbitt Burns August 1996 - May 1999
Education
Université Laval 1988 — 1991
B.A.A., Finaces
Gord Sherven Gord Sherven's BMO Nesbitt Burns Experience August 2000 - August 2003
Job Berezan Sherven Group Senior Investment Advisor at National Bank Financial Helping Clients Build and Perserve Wealth
Industry Financial Services
Experience
National Bank Financial November 2011 - Present
Wellington West Capital August 2003 - November 2011
BMO Nesbitt Burns August 2000 - August 2003
NHL- Edmonton Oilers, Minnesota North Stars, 1988 Canadian Olympic Team 1984 - 2000
Skills
Financial Advisory, Asset Allocation, Portfolio Management, Equities, Retirement, High Net Worth..., Alternative Investments, Estate Planning, Asset Managment, Fixed Income, Securities, Hedge Funds, Banking, Financial Services, Asset Management
Education
The University of North Dakota 1982 — 1984
Business
Athol Murray College of Notre Dame 1978 — 1981
National Bank Financial November 2011 - Present
Wellington West Capital August 2003 - November 2011
BMO Nesbitt Burns August 2000 - August 2003
NHL- Edmonton Oilers, Minnesota North Stars, 1988 Canadian Olympic Team 1984 - 2000
Skills
Financial Advisory, Asset Allocation, Portfolio Management, Equities, Retirement, High Net Worth..., Alternative Investments, Estate Planning, Asset Managment, Fixed Income, Securities, Hedge Funds, Banking, Financial Services, Asset Management
Education
The University of North Dakota 1982 — 1984
Business
Athol Murray College of Notre Dame 1978 — 1981
Yair Weisblum Yair Weisblum's BMO Nesbitt Burns Experience January 2001 - May 2003
Job Consulting Partner at PwC LLP, Financial Services Strategy & Operations
Industry Financial Services
Experience
PwC May 2013 - Present
Accenture Inc. March 2007 - May 2013
TD Bank Financial Group September 2005 - February 2007
TD Bank May 2003 - September 2005
BMO Nesbitt Burns January 2001 - May 2003
Team Technologies February 2000 - October 2000
Skills
Management Consulting, Operating Models, Retail Banking, Commercial Banking, Business Strategy, Business Case, Cash Management, Strategic IT, Operating Model Design, Commercial Lending, Mortgage Lending, Customer Experience, Customer Relations, Product Development, E-commerce, Program Management, Enterprise Architecture, Business Architecture, Account Management, Strategy, CRM, Management, Integration, Financial Services, Analysis, Customer Service, Information Technology, Business Analysis, Banking, Business Process..., Business Intelligence, Consulting, Team Management, Finance, Business Process..., Strategic Planning, Analytics, Project Portfolio..., Business Transformation, IT Strategy, Business Process, Business Requirements, Project Management, Mergers & Acquisitions, Leadership, Marketing, Team Leadership, Requirements Analysis, Budgets, Relationship Management
Education
University of Toronto - Rotman School of Management 2004 — 2007
MBA
Tel Aviv University 1993 — 1996
BFA
Community hebrew academy of toronto
Community hebrew academy of toronto
PwC May 2013 - Present
Accenture Inc. March 2007 - May 2013
TD Bank Financial Group September 2005 - February 2007
TD Bank May 2003 - September 2005
BMO Nesbitt Burns January 2001 - May 2003
Team Technologies February 2000 - October 2000
Skills
Management Consulting, Operating Models, Retail Banking, Commercial Banking, Business Strategy, Business Case, Cash Management, Strategic IT, Operating Model Design, Commercial Lending, Mortgage Lending, Customer Experience, Customer Relations, Product Development, E-commerce, Program Management, Enterprise Architecture, Business Architecture, Account Management, Strategy, CRM, Management, Integration, Financial Services, Analysis, Customer Service, Information Technology, Business Analysis, Banking, Business Process..., Business Intelligence, Consulting, Team Management, Finance, Business Process..., Strategic Planning, Analytics, Project Portfolio..., Business Transformation, IT Strategy, Business Process, Business Requirements, Project Management, Mergers & Acquisitions, Leadership, Marketing, Team Leadership, Requirements Analysis, Budgets, Relationship Management
Education
University of Toronto - Rotman School of Management 2004 — 2007
MBA
Tel Aviv University 1993 — 1996
BFA
Community hebrew academy of toronto
Community hebrew academy of toronto
Zoe Adrian's BMO Nesbitt Burns Experience 2010 - 2012
Job Investment Advisor, Blair + Adrian Wealth Advisory at Manulife Securities Incorporated
Industry Financial Services
Experience
Manulife Securities Incorporated 2012 - Present
BMO Nesbitt Burns 2010 - 2012
BMO Nesbitt Burns 2007 - 2010
Skills
Management, Strategic Planning, Wealth Management, Portfolio Management, Finance, Insurance, Banking, Investments, Business Strategy, Risk Management, Business Planning, Strategic Financial..., Strategy, Team Leadership, Financial Analysis, Business Analysis, Negotiation, Project Management, Securities, Wealth, Investment Strategies, Investment Advisory, Retirement Planning, Equities, Bonds, Asset Allocation, Financial Planning
Education
The University of British Columbia 1995 — 1996
Bachelor of Education (BEd), Secondary Education and Teaching
The University of British Columbia 1989 — 1994
Bachelor of Applied Science (BASc), Mechanical Engineering
Manulife Securities Incorporated 2012 - Present
BMO Nesbitt Burns 2010 - 2012
BMO Nesbitt Burns 2007 - 2010
Skills
Management, Strategic Planning, Wealth Management, Portfolio Management, Finance, Insurance, Banking, Investments, Business Strategy, Risk Management, Business Planning, Strategic Financial..., Strategy, Team Leadership, Financial Analysis, Business Analysis, Negotiation, Project Management, Securities, Wealth, Investment Strategies, Investment Advisory, Retirement Planning, Equities, Bonds, Asset Allocation, Financial Planning
Education
The University of British Columbia 1995 — 1996
Bachelor of Education (BEd), Secondary Education and Teaching
The University of British Columbia 1989 — 1994
Bachelor of Applied Science (BASc), Mechanical Engineering
Paul (M.P.) Sharma,FCSI,CIM,FMA,PFP,Ph.D. Paul (M.P.) Sharma,FCSI,CIM,FMA,PFP,Ph.D.'s BMO Nesbitt Burns Experience March 2006 - Present
Job Investment Advisor & Financial Planner at BMO Nesbitt Burns: Focussed on the Growth and Preservation of Your Wealth
Industry Financial Services
Experience
BMO Nesbitt Burns March 2006 - Present
Alberta Research Council April 1990 - September 2004
Alberta Research Council 1981 - 1990
Skills
Retirement Planning, Estate Planning, Wealth Management..., Portfolio Management, Investment Management, RRSP, TFSA, RESP, Strategic Financial..., Risk Management, Bonds, Stocks, Mutual Funds, Individual Pension Plans, Investments, Wealth, Retirement
Education
University of Alberta 1966 — 1971
M.Sc., Ph.D., Plant Sciences
BMO Nesbitt Burns March 2006 - Present
Alberta Research Council April 1990 - September 2004
Alberta Research Council 1981 - 1990
Skills
Retirement Planning, Estate Planning, Wealth Management..., Portfolio Management, Investment Management, RRSP, TFSA, RESP, Strategic Financial..., Risk Management, Bonds, Stocks, Mutual Funds, Individual Pension Plans, Investments, Wealth, Retirement
Education
University of Alberta 1966 — 1971
M.Sc., Ph.D., Plant Sciences
Mike Tempelmeyer Mike Tempelmeyer's BMO Nesbitt Burns Experience 2008 - November 2011
Job Investment & Retirement Planner at RBC
Industry Investment Management
Experience
RBC November 2011 - Present
BMO Nesbitt Burns 2008 - November 2011
CIBC Wood Gundy 2005 - 2008
Skills
Investments, Retirement, Finance, Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Strategic Financial..., Estate Planning, Asset Allocation, Portfolio Management, Investment Management, Securities, Financial Advisory, Financial Planners, Wealth Management..., High Net Worth..., Asset Management, Equities
Education
Sheridan College 2004 — 2005
Post Graduate Certificate, Financial Planning
Sheridan College 2001 — 2004
Business Administration, Accounting
RBC November 2011 - Present
BMO Nesbitt Burns 2008 - November 2011
CIBC Wood Gundy 2005 - 2008
Skills
Investments, Retirement, Finance, Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Strategic Financial..., Estate Planning, Asset Allocation, Portfolio Management, Investment Management, Securities, Financial Advisory, Financial Planners, Wealth Management..., High Net Worth..., Asset Management, Equities
Education
Sheridan College 2004 — 2005
Post Graduate Certificate, Financial Planning
Sheridan College 2001 — 2004
Business Administration, Accounting
George Felekides George Felekides's BMO Nesbitt Burns Experience January 1985 - February 1997
Job Sales at The Lowe Martin Group
Industry Printing
Experience
The Lowe Martin Group March 2010 - Present
Imaging Excellence May 2003 - March 2010
Inplex February 1997 - April 2001
BMO Nesbitt Burns January 1985 - February 1997
Skills
Digital Printing, Offset Printing, Direct Mail, Variable Data Printing
Education
Seneca College of Applied Arts and Technology 1983 — 1985
Design Arts Communications, Design
George Felekides 1982 — 1985
Design Arts @ Seneca
The Lowe Martin Group March 2010 - Present
Imaging Excellence May 2003 - March 2010
Inplex February 1997 - April 2001
BMO Nesbitt Burns January 1985 - February 1997
Skills
Digital Printing, Offset Printing, Direct Mail, Variable Data Printing
Education
Seneca College of Applied Arts and Technology 1983 — 1985
Design Arts Communications, Design
George Felekides 1982 — 1985
Design Arts @ Seneca
Michel Lemyre Michel Lemyre's BMO Nesbitt Burns Experience February 2011 - Present
Job Conseiller en placement BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns February 2011 - Present
Bank of Montreal February 2008 - February 2011
BMO Investorline May 2005 - February 2008
Education
Université Laval 2000 — 2003
2003, Baccalauréat administration des affaires
BMO Nesbitt Burns February 2011 - Present
Bank of Montreal February 2008 - February 2011
BMO Investorline May 2005 - February 2008
Education
Université Laval 2000 — 2003
2003, Baccalauréat administration des affaires
Dean Haug Dean Haug's BMO Nesbitt Burns Experience November 2004 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns November 2004 - Present
Husky Energy March 2001 - October 2004
Education
The University of Lethbridge
B. Mgmt, Finance
University of Alberta
B.Mgt, Finance
BMO Nesbitt Burns November 2004 - Present
Husky Energy March 2001 - October 2004
Education
The University of Lethbridge
B. Mgmt, Finance
University of Alberta
B.Mgt, Finance
Yujie (Jared) Liu Yujie (Jared) Liu's BMO Nesbitt Burns Experience November 2004 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns November 2004 - Present
Skills
Business Analysis, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Capital Markets, Derivatives, Wealth Management, Strategic Financial..., Data Analysis, Management, Risk Management
Education
York University - Schulich School of Business 2002 — 2004
MBA
Tsinghua University 1984 — 1989
Bachelor, Automobile Engineering
BMO Nesbitt Burns November 2004 - Present
Skills
Business Analysis, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Capital Markets, Derivatives, Wealth Management, Strategic Financial..., Data Analysis, Management, Risk Management
Education
York University - Schulich School of Business 2002 — 2004
MBA
Tsinghua University 1984 — 1989
Bachelor, Automobile Engineering
Pierre Luc Houle, CIM® Pierre Luc Houle, CIM®'s BMO Nesbitt Burns Experience February 2014 - Present
Job Conseiller en placement Associé at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns February 2014 - Present
BMO Nesbitt Burns July 2009 - February 2014
Industrielle Alliance 2007 - 2009
Skills
Wealth Management, Strategic Financial..., Investments, Mutual Funds, Investment Advisory, Investment Strategies, Retirement Planning, Equities, Portfolio Management, Fixed Income, Capital Markets, Bonds, Financial Planning, Strategic Planning
Education
IQPF 2015 — 2017
Université Laval 2003 — 2006
BAA, Finance
Collège Édouard-Montpetit 1999 — 2002
Technique Administrative, Finance
BMO Nesbitt Burns February 2014 - Present
BMO Nesbitt Burns July 2009 - February 2014
Industrielle Alliance 2007 - 2009
Skills
Wealth Management, Strategic Financial..., Investments, Mutual Funds, Investment Advisory, Investment Strategies, Retirement Planning, Equities, Portfolio Management, Fixed Income, Capital Markets, Bonds, Financial Planning, Strategic Planning
Education
IQPF 2015 — 2017
Université Laval 2003 — 2006
BAA, Finance
Collège Édouard-Montpetit 1999 — 2002
Technique Administrative, Finance
Eloïse Lachapelle Eloïse Lachapelle's BMO Nesbitt Burns Experience September 2011 - Present
Job Conseillère en securite financière, Pl.Fin. chez BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns September 2011 - Present
Skills
Assurance, Planification Financière
Education
UQAM
B.A.A.
UQAM
Certificat en planification financière
Université de Montréal
Science Politique
BMO Nesbitt Burns September 2011 - Present
Skills
Assurance, Planification Financière
Education
UQAM
B.A.A.
UQAM
Certificat en planification financière
Université de Montréal
Science Politique
Patrick Lepore Patrick Lepore's BMO Nesbitt Burns Experience September 2004 - April 2015
Job Conseiller privé, Gestion privé 1859 chez Banque Nationale
Industry Financial Services
Experience
Banque Nationale April 2015 - Present
BMO Nesbitt Burns September 2004 - April 2015
Courtage direct Banque Nationale - Service Privilège 1999 - 2004
CIBC/CIBC Wood Gundy/CIBC World Markets 1997 - 1999
Skills
Investissements, Fonds mutuel, Gestion de patrimoine, Gestion de portefeuille, Banque, Capitaux propres, Analyse financière, Gestion d'actifs, Obligations/titres à...
Education
Université du Québec à Montréal / UQAM 1992 — 1996
Baccalauréat en administration des affaires (B.A.A.), Finance
Banque Nationale April 2015 - Present
BMO Nesbitt Burns September 2004 - April 2015
Courtage direct Banque Nationale - Service Privilège 1999 - 2004
CIBC/CIBC Wood Gundy/CIBC World Markets 1997 - 1999
Skills
Investissements, Fonds mutuel, Gestion de patrimoine, Gestion de portefeuille, Banque, Capitaux propres, Analyse financière, Gestion d'actifs, Obligations/titres à...
Education
Université du Québec à Montréal / UQAM 1992 — 1996
Baccalauréat en administration des affaires (B.A.A.), Finance
Kishwer Shaikh's BMO Nesbitt Burns Experience 1994 - 1999
Job Marketing Manager, Projects and Process Management at Transamerica Life Canada
Industry Financial Services
Experience
Transamerica Life Canada January 2013 - Present
Transamerica Life Canada May 2005 - January 2013
Transamerica May 2005 - December 2009
ONE Financial May 2004 - May 2005
First Associates October 1999 - November 2003
BMO Nesbitt Burns 1994 - 1999
Canada Life August 1992 - November 1993
Skills
Financial Services, Insurance, Investments, Wealth Management, Marketing Strategy, Mutual Funds, Strategic Planning, Marketing Communications, Product Marketing, Retirement, Marketing, Risk Management, Investment Strategies, Term Life Insurance, Life Insurance, Project Management, Strategy, Leadership
Education
Sheridan College 2013 — 2014
Project Management Certificate
Sheridan College 2005 — 2007
Marketing Certificate, Marketing courses
York University 1988 — 1990
BA, Math for Commerce
York University 1987 — 1990
Bachelor of Arts, Math for Commerce
Transamerica Life Canada January 2013 - Present
Transamerica Life Canada May 2005 - January 2013
Transamerica May 2005 - December 2009
ONE Financial May 2004 - May 2005
First Associates October 1999 - November 2003
BMO Nesbitt Burns 1994 - 1999
Canada Life August 1992 - November 1993
Skills
Financial Services, Insurance, Investments, Wealth Management, Marketing Strategy, Mutual Funds, Strategic Planning, Marketing Communications, Product Marketing, Retirement, Marketing, Risk Management, Investment Strategies, Term Life Insurance, Life Insurance, Project Management, Strategy, Leadership
Education
Sheridan College 2013 — 2014
Project Management Certificate
Sheridan College 2005 — 2007
Marketing Certificate, Marketing courses
York University 1988 — 1990
BA, Math for Commerce
York University 1987 — 1990
Bachelor of Arts, Math for Commerce
Dina Moussias Dina Moussias's BMO Nesbitt Burns Experience 2011 - Present
Job Sales Assistant at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns 2011 - Present
ScotiaMcLeod December 2007 - January 2011
Scotiabank December 2004 - December 2007
Skills
Wealth Management, Securities, Mutual Funds, Investments, Customer Service, Banking, Retirement Planning
Education
Seneca College of Applied Arts and Technology
Business
BMO Nesbitt Burns 2011 - Present
ScotiaMcLeod December 2007 - January 2011
Scotiabank December 2004 - December 2007
Skills
Wealth Management, Securities, Mutual Funds, Investments, Customer Service, Banking, Retirement Planning
Education
Seneca College of Applied Arts and Technology
Business
Rachel Muhlberger Rachel Muhlberger's BMO Nesbitt Burns Experience 2006 - 2007
Job Mortgage Agent at Royal Commercial Mortgages Inc
Industry Financial Services
Experience
Royal Commercial Mortgages Inc March 2014 - Present
Essential Mortgages Inc October 2011 - Present
HSBC Securities Canada Inc 2007 - 2010
BMO Nesbitt Burns 2006 - 2007
Skills
solid organizational..., analytical &problem..., Multitasker, Real Estate, Microsoft Office, Business, Negotiation, Mutual Funds
Education
Seneca College of Applied Arts and Technology
St. Louis University
Bachelor of Elementary Education
Royal Commercial Mortgages Inc March 2014 - Present
Essential Mortgages Inc October 2011 - Present
HSBC Securities Canada Inc 2007 - 2010
BMO Nesbitt Burns 2006 - 2007
Skills
solid organizational..., analytical &problem..., Multitasker, Real Estate, Microsoft Office, Business, Negotiation, Mutual Funds
Education
Seneca College of Applied Arts and Technology
St. Louis University
Bachelor of Elementary Education
David M. Sloan's BMO Nesbitt Burns Experience June 1996 - August 1999
Job Author, Inspirational Speaker, Life Coach
Industry Writing and Editing
Experience
Inspiration Unlimited, LLC April 2006 - Present
MARSH January 2001 - April 2006
IMA, INC. August 1999 - January 2001
BMO NESBITT BURNS June 1996 - August 1999
R. REID INVESTMENTS INC. March 1990 - June 1996
SHEARSON LEHMAN HUTTON INC. December 1986 - February 1990
AMOCO PRODUCTION COMPANY January 1985 - July 1986
Skills
Team Building, Financial Advising, Life Coach, Mergers and Acquisitions, Marketing, Management, Public Speaker, Author, Consultant
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Finance
The University of Texas at Austin 1980 — 1984
Bachelor of Science, Petroleum Engineering
Inspiration Unlimited, LLC April 2006 - Present
MARSH January 2001 - April 2006
IMA, INC. August 1999 - January 2001
BMO NESBITT BURNS June 1996 - August 1999
R. REID INVESTMENTS INC. March 1990 - June 1996
SHEARSON LEHMAN HUTTON INC. December 1986 - February 1990
AMOCO PRODUCTION COMPANY January 1985 - July 1986
Skills
Team Building, Financial Advising, Life Coach, Mergers and Acquisitions, Marketing, Management, Public Speaker, Author, Consultant
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Finance
The University of Texas at Austin 1980 — 1984
Bachelor of Science, Petroleum Engineering
Stephen Doxsee Stephen Doxsee's BMO Nesbitt Burns Experience May 2000 - September 2000
Job Founder at Simple Step Solutions
Industry Computer Software
Experience
Simple Step January 2014 - Present
Kutoa December 2011 - Present
Intelliware January 2008 - June 2013
Embarcadero Technologies December 2005 - December 2007
University of Guelph September 2003 - April 2005
Research In Motion May 2002 - September 2002
Research In Motion May 2001 - September 2001
BMO Nesbitt Burns May 2000 - September 2000
Skills
Agile Methodologies, RESTful architecture, JSON, Git, AJAX, Software Development, Java, Ruby on Rails, AngularJS, JavaScript, JUnit, Mockito, RSpec, Web Applications, XML, SQL, PostgreSQL, Spring, Hibernate, Maven, Ant, Unix, Eclipse, Subversion, C++, JBoss Application Server, Apache, Heroku, Jenkins, Mule ESB, HL7
Education
University of Guelph 2003 — 2005
MSc, Computer Science
Trinity Western University 1999 — 2003
BSc, Computer Science
University of Toronto - Wycliffe College
Simple Step January 2014 - Present
Kutoa December 2011 - Present
Intelliware January 2008 - June 2013
Embarcadero Technologies December 2005 - December 2007
University of Guelph September 2003 - April 2005
Research In Motion May 2002 - September 2002
Research In Motion May 2001 - September 2001
BMO Nesbitt Burns May 2000 - September 2000
Skills
Agile Methodologies, RESTful architecture, JSON, Git, AJAX, Software Development, Java, Ruby on Rails, AngularJS, JavaScript, JUnit, Mockito, RSpec, Web Applications, XML, SQL, PostgreSQL, Spring, Hibernate, Maven, Ant, Unix, Eclipse, Subversion, C++, JBoss Application Server, Apache, Heroku, Jenkins, Mule ESB, HL7
Education
University of Guelph 2003 — 2005
MSc, Computer Science
Trinity Western University 1999 — 2003
BSc, Computer Science
University of Toronto - Wycliffe College
David Genest's BMO Nesbitt Burns Experience June 2004 - June 2007
Job Fuels Marketing/Retail Support
Industry Oil & Energy
Experience
Imperial Oil November 2012 - Present
Imperial Oil February 2010 - November 2012
Imperial Oil June 2007 - February 2010
Genex Capital January 2009 - December 2009
BMO Nesbitt Burns June 2004 - June 2007
Listening Room Collective 2001 - 2005
Skills
Financial Analysis, Financial Modeling, Marketing, Microsoft Office, Microsoft Excel, Forecasting, Sales Operations, Business Strategy, Business Analysis, Business Planning, Analysis, Project Management, Management, French, Microsoft Word, Sales, PowerPoint, GIS software, SharePoint..., Microsoft PowerPoint, Visual Basic, Customer Service, Project Planning
Education
The University of British Columbia 2003 — 2007
Business, Finance
Kitsilano High School
Imperial Oil November 2012 - Present
Imperial Oil February 2010 - November 2012
Imperial Oil June 2007 - February 2010
Genex Capital January 2009 - December 2009
BMO Nesbitt Burns June 2004 - June 2007
Listening Room Collective 2001 - 2005
Skills
Financial Analysis, Financial Modeling, Marketing, Microsoft Office, Microsoft Excel, Forecasting, Sales Operations, Business Strategy, Business Analysis, Business Planning, Analysis, Project Management, Management, French, Microsoft Word, Sales, PowerPoint, GIS software, SharePoint..., Microsoft PowerPoint, Visual Basic, Customer Service, Project Planning
Education
The University of British Columbia 2003 — 2007
Business, Finance
Kitsilano High School
Esther Malenfant Esther Malenfant's BMO Nesbitt Burns Experience September 2004 - September 2006
Job Conseillère en placement at Valeurs Mobilières Banque Laurentienne
Industry Financial Services
Experience
Valeurs Mobilières Banque Laurentienne November 2012 - Present
TD Waterhouse September 2006 - October 2012
BMO Nesbitt Burns September 2004 - September 2006
Desjardins Securities May 1995 - April 2003
RBC Dominion Securities May 1989 - July 1995
Skills
Investments, Securities, Mutual Funds, Wealth Management, Portfolio Management, Investment Strategies
Education
Université de Montréal
Nutrition
Valeurs Mobilières Banque Laurentienne November 2012 - Present
TD Waterhouse September 2006 - October 2012
BMO Nesbitt Burns September 2004 - September 2006
Desjardins Securities May 1995 - April 2003
RBC Dominion Securities May 1989 - July 1995
Skills
Investments, Securities, Mutual Funds, Wealth Management, Portfolio Management, Investment Strategies
Education
Université de Montréal
Nutrition
Gerald Perron Gerald Perron's BMO Nesbitt Burns Experience March 1989 - Present
Job Senior VicePresident, Portfolio Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns March 1989 - Present
Skills
Alternative Investments, Portfolio Management, Investment Strategies, Wealth Management, DES, Investments, Mutual Funds, Equities, Retirement Planning, Securities, Financial Advisory, Asset Management, Financial Planning, Investment Advisory, Financial Services, Finance, Asset Allocation, Fixed Income, Derivatives, Risk Management
Education
Université de Sherbrooke 1982 — 1986
bac, economics
BMO Nesbitt Burns March 1989 - Present
Skills
Alternative Investments, Portfolio Management, Investment Strategies, Wealth Management, DES, Investments, Mutual Funds, Equities, Retirement Planning, Securities, Financial Advisory, Asset Management, Financial Planning, Investment Advisory, Financial Services, Finance, Asset Allocation, Fixed Income, Derivatives, Risk Management
Education
Université de Sherbrooke 1982 — 1986
bac, economics
Deborah Ashton Deborah Ashton's BMO Nesbitt Burns Experience March 1999 - April 2009
Job Associate Broker / Realtor at Re/Max Central Burnaby
Industry Real Estate
Experience
Re/Max Central Burnaby March 2010 - Present
BMO Nesbitt Burns March 1999 - April 2009
Skills
Investments, First Time Home Buyers, Brokerage, Investment Properties, Real Estate, Condos, Relocation, Real Estate Transactions, Sellers, Listings, Mortgage Lending, Residential Homes, Selling, Investors, Referrals, Foreclosures, Negotiation, Single Family Homes, Townhomes, Real Property
Education
National Realtors Association
Designation, Seniors Real Estate Specialist, 100%
The University of British Columbia / UBC
Re/Max Central Burnaby March 2010 - Present
BMO Nesbitt Burns March 1999 - April 2009
Skills
Investments, First Time Home Buyers, Brokerage, Investment Properties, Real Estate, Condos, Relocation, Real Estate Transactions, Sellers, Listings, Mortgage Lending, Residential Homes, Selling, Investors, Referrals, Foreclosures, Negotiation, Single Family Homes, Townhomes, Real Property
Education
National Realtors Association
Designation, Seniors Real Estate Specialist, 100%
The University of British Columbia / UBC
Amine Cherif-Touil Amine Cherif-Touil's BMO Nesbitt Burns Experience June 2009 - August 2009
Job at Investment Agent CDBN
Industry Financial Services
Experience
National Bank of Canada October 2011 - Present
Théâtre du Nouveau Monde February 2008 - January 2011
BMO Nesbitt Burns June 2009 - August 2009
Ville de Montréal June 2003 - 2008
CHUM-Notre-Dame June 2007 - August 2007
Énergie Cardio 2006 - 2006
Education
Université du Québec à Montréal 2007 — 2010
Sophie-Barat High School
National Bank of Canada October 2011 - Present
Théâtre du Nouveau Monde February 2008 - January 2011
BMO Nesbitt Burns June 2009 - August 2009
Ville de Montréal June 2003 - 2008
CHUM-Notre-Dame June 2007 - August 2007
Énergie Cardio 2006 - 2006
Education
Université du Québec à Montréal 2007 — 2010
Sophie-Barat High School
Klara Kroupa Klara Kroupa's BMO Nesbitt Burns Experience March 1999 - November 2001
Job principal at Klara Kroupa Consulting
Industry Financial Services
Experience
co-founder - The Sexiness Project January 2014 - Present
Klara Kroupa Consulting 2008 - Present
Sun Life Financial 2003 - 2007
BMO Nesbitt Burns March 1999 - November 2001
Ethical Funds - Credential Group 1997 - 1999
London Life 1994 - 1997
Skills
Freelance Writing, Hatha Yoga, Mediation, Mindfulness Meditation, Personal Shopping, Styling, Fashion, Mystery Shopping, Shoes, Teaching, Public Speaking, Employee Training, Coaching, Teacher Training, Hands-on Training, Retirement, Pensions, Employee Benefits, Asset Allocation, Account Management, Customer Service, Retirement Planning, Mutual Funds, Editing, Social Media, Entrepreneurship, Portfolio Management, Asset Management, Training, Strategic Financial..., PowerPoint, Internal Communications, Copy Editing, Editors, Customer Relations, Writing, Entrepreneur, Personal Training, Business Planning, Management, Marketing, Financial Planning
Education
Shambhava Yoga Konalani - Kona, Hawaii
RYT 200 (Registered Yoga Teacher) Yoga Alliance, Yoga Teacher Training/Yoga Therapy
University of Alberta 1986 — 1990
Bachelor of Physical Education in Sports Administration, Sports Marketing
SFU - Editor Certificate Program (currently enrolled) 2010 — 2014
Editor Certificate Program, Edting
Vancouver School of Yoga 2014 — 2015
500 hour certified Advanced YTT, Yoga Teacher Training/Yoga Therapy
co-founder - The Sexiness Project January 2014 - Present
Klara Kroupa Consulting 2008 - Present
Sun Life Financial 2003 - 2007
BMO Nesbitt Burns March 1999 - November 2001
Ethical Funds - Credential Group 1997 - 1999
London Life 1994 - 1997
Skills
Freelance Writing, Hatha Yoga, Mediation, Mindfulness Meditation, Personal Shopping, Styling, Fashion, Mystery Shopping, Shoes, Teaching, Public Speaking, Employee Training, Coaching, Teacher Training, Hands-on Training, Retirement, Pensions, Employee Benefits, Asset Allocation, Account Management, Customer Service, Retirement Planning, Mutual Funds, Editing, Social Media, Entrepreneurship, Portfolio Management, Asset Management, Training, Strategic Financial..., PowerPoint, Internal Communications, Copy Editing, Editors, Customer Relations, Writing, Entrepreneur, Personal Training, Business Planning, Management, Marketing, Financial Planning
Education
Shambhava Yoga Konalani - Kona, Hawaii
RYT 200 (Registered Yoga Teacher) Yoga Alliance, Yoga Teacher Training/Yoga Therapy
University of Alberta 1986 — 1990
Bachelor of Physical Education in Sports Administration, Sports Marketing
SFU - Editor Certificate Program (currently enrolled) 2010 — 2014
Editor Certificate Program, Edting
Vancouver School of Yoga 2014 — 2015
500 hour certified Advanced YTT, Yoga Teacher Training/Yoga Therapy
Gianna Caltagirone Gianna Caltagirone's BMO Nesbitt Burns Experience April 2011 - Present
Job Représentante en placement chez BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns April 2011 - Present
Perigee Investment Counsel Inc. November 2000 - April 2011
Royal Trust June 1994 - November 2000
Skills
Wealth Management, Investments, Equities, Mutual Funds, Retirement Planning, Portfolio Management, Fixed Income, Strategic Financial..., Asset Management, Financial Analysis, Capital Markets, Sales, Customer Service, Service client
Education
CSI
Université de Montréal
Université de Montréal / University of Montreal
BMO Nesbitt Burns April 2011 - Present
Perigee Investment Counsel Inc. November 2000 - April 2011
Royal Trust June 1994 - November 2000
Skills
Wealth Management, Investments, Equities, Mutual Funds, Retirement Planning, Portfolio Management, Fixed Income, Strategic Financial..., Asset Management, Financial Analysis, Capital Markets, Sales, Customer Service, Service client
Education
CSI
Université de Montréal
Université de Montréal / University of Montreal
Lianne Di Rocco Lianne Di Rocco's BMO Nesbitt Burns Experience December 1996 - Present
Job Vice President, Wealth Advisor, BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns December 1996 - Present
Midland Walwyn Capital Inc. 1994 - 1996
Skills
Investments, Fixed Annuities, Retirement, Financial Planners, Insurance, Finance, Asset Management
Education
St. Francis Xavier University 1986 — 1990
BMO Nesbitt Burns December 1996 - Present
Midland Walwyn Capital Inc. 1994 - 1996
Skills
Investments, Fixed Annuities, Retirement, Financial Planners, Insurance, Finance, Asset Management
Education
St. Francis Xavier University 1986 — 1990
Dylan Wilson Dylan Wilson's BMO Nesbitt Burns Experience May 2013 - August 2013
Job Investment Specialist at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
BMO Nesbitt Burns May 2013 - August 2013
FCA Fiat Chrysler Automobiles May 2011 - August 2012
Price Chopper Supermarkets January 2010 - August 2010
XS Cargo January 2009 - December 2009
Skills
Time Management, Team Leadership, Critical Thinking, Microsoft Office, Microsoft Excel, PowerPoint, Mutual Funds, Sales, Analysis, ThomsonOne, RIS, Customer Service, Cold Calling, FP Solutions, Microsoft Word, Teamwork, Investments, Broadridge/ADP, Options
Education
Seneca College of Applied Arts and Technology 2010 — 2014
Bachelor's Degree, Financial Services Management
BMO Financial Group August 2014 - Present
BMO Nesbitt Burns May 2013 - August 2013
FCA Fiat Chrysler Automobiles May 2011 - August 2012
Price Chopper Supermarkets January 2010 - August 2010
XS Cargo January 2009 - December 2009
Skills
Time Management, Team Leadership, Critical Thinking, Microsoft Office, Microsoft Excel, PowerPoint, Mutual Funds, Sales, Analysis, ThomsonOne, RIS, Customer Service, Cold Calling, FP Solutions, Microsoft Word, Teamwork, Investments, Broadridge/ADP, Options
Education
Seneca College of Applied Arts and Technology 2010 — 2014
Bachelor's Degree, Financial Services Management
Macy Lee Macy Lee's BMO Nesbitt Burns Experience February 2004 - February 2005
Job Head of Account Management (North America)
Industry Investment Banking
Experience
Macquarie Bank May 2008 - Present
MacDougall February 2007 - February 2008
MacDougall February 2005 - December 2005
BMO Nesbitt Burns February 2004 - February 2005
BMO Nesbitt Burns January 2003 - February 2004
Wall Street Institute April 2002 - August 2002
Skills
Management, CRM, Account Management, Equities, Marketing, Finance, Sales, Sales Management, Capital Markets, Business Strategy, Reporting & Analysis, Accounting, Strategy
Education
Wilfrid Laurier University 2007 — 2010
Master, Master of Business Administration
Western Sydney University 2006 — 2006
Master, Master of Professional Communication
Seneca College of Applied Arts and Technology 2005 — 2006
Corporate communications, Communication and Media Studies
University of Toronto - Innis College 1999 — 2003
Honours Bachelor of Science, Human Biology & Nutrition
Macquarie Bank May 2008 - Present
MacDougall February 2007 - February 2008
MacDougall February 2005 - December 2005
BMO Nesbitt Burns February 2004 - February 2005
BMO Nesbitt Burns January 2003 - February 2004
Wall Street Institute April 2002 - August 2002
Skills
Management, CRM, Account Management, Equities, Marketing, Finance, Sales, Sales Management, Capital Markets, Business Strategy, Reporting & Analysis, Accounting, Strategy
Education
Wilfrid Laurier University 2007 — 2010
Master, Master of Business Administration
Western Sydney University 2006 — 2006
Master, Master of Professional Communication
Seneca College of Applied Arts and Technology 2005 — 2006
Corporate communications, Communication and Media Studies
University of Toronto - Innis College 1999 — 2003
Honours Bachelor of Science, Human Biology & Nutrition
Boyana Trifonova Boyana Trifonova's BMO Nesbitt Burns Experience 2007 - 2008
Job At Dives Design Ltd
Industry Arts and Crafts
Experience
Dives Design Ltd. December 2013 - Present
BMO Financial Group September 2008 - November 2012
BMO Nesbitt Burns 2007 - 2008
Education
Seneca College of Applied Arts and Technology 2006 — 2008
Dives Design Ltd. December 2013 - Present
BMO Financial Group September 2008 - November 2012
BMO Nesbitt Burns 2007 - 2008
Education
Seneca College of Applied Arts and Technology 2006 — 2008
Pierre St-Germain Pierre St-Germain's BMO Nesbitt Burns Experience January 2007 - October 2007
Job Directeur, Comptes spéciaux chez BMO
Industry Banking
Experience
BMO October 2011 - Present
BMO December 2008 - October 2011
BMO Nesbitt Burns January 2007 - October 2007
Financière Banque Nationale March 2002 - March 2006
Financière Banque Nationale March 1996 - February 2002
Skills
Gestion de comptes..., Analyse financière, Crédit commercial, Direction de succursale, Gestion des Meilleures..., Développement des..., Gestion de portefeuille, Rédaction de lettres..., Portfolio Management, Mutual Funds, Financial Analysis, Investments, Wealth Management, Banking
Education
Université du Québec à Montréal 1994 — 1995
B.A.A., Finance
Canadian Securities Institute 2001 — 2002
Branch Manager & Options Supervisors Courses, Mention d'honneur
Canadian Securities Institute
Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI)
Canadian Securities Institute
Canadian Securities Course, Mention d'honneur
BMO October 2011 - Present
BMO December 2008 - October 2011
BMO Nesbitt Burns January 2007 - October 2007
Financière Banque Nationale March 2002 - March 2006
Financière Banque Nationale March 1996 - February 2002
Skills
Gestion de comptes..., Analyse financière, Crédit commercial, Direction de succursale, Gestion des Meilleures..., Développement des..., Gestion de portefeuille, Rédaction de lettres..., Portfolio Management, Mutual Funds, Financial Analysis, Investments, Wealth Management, Banking
Education
Université du Québec à Montréal 1994 — 1995
B.A.A., Finance
Canadian Securities Institute 2001 — 2002
Branch Manager & Options Supervisors Courses, Mention d'honneur
Canadian Securities Institute
Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI)
Canadian Securities Institute
Canadian Securities Course, Mention d'honneur
Rachel Muhlberger Rachel Muhlberger's BMO Nesbitt Burns Experience 2006 - 2007
Job Securities Transfers Administrator at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital 2010 - Present
HSBC Securities 2007 - 2010
BMO Nesbitt Burns 2006 - 2007
Skills
Proficient with MS..., detail-oriented..., team player as well as..., excellent written and..., solid organizational,...
Education
Seneca College of Applied Arts and Technology 2008 — 2008
Mortgage Agent Licensing Course
Devry School of Technology 2001 — 2002
Computer Programming Certificate
St. Louis College 1986 — 1992
Bachelor in Elementary Education
Mackie Research Capital 2010 - Present
HSBC Securities 2007 - 2010
BMO Nesbitt Burns 2006 - 2007
Skills
Proficient with MS..., detail-oriented..., team player as well as..., excellent written and..., solid organizational,...
Education
Seneca College of Applied Arts and Technology 2008 — 2008
Mortgage Agent Licensing Course
Devry School of Technology 2001 — 2002
Computer Programming Certificate
St. Louis College 1986 — 1992
Bachelor in Elementary Education
Andrew Chan Andrew Chan's BMO Nesbitt Burns Experience May 2007 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2007 - Present
Edward Jones May 2001 - May 2007
HSBC Bank of Canada January 1990 - January 1998
Skills
Wealth Management, Banking, Financial Planners, Strategic Financial..., Estate Planning, Financial Advisory, Investments, Financial Planning
Education
The University of Salford 1981 — 1984
B.Sc (Hons), Business and Administration
Highbury College of Technology 1979 — 1981
Ordinary National Diploma, Technology
BMO Nesbitt Burns May 2007 - Present
Edward Jones May 2001 - May 2007
HSBC Bank of Canada January 1990 - January 1998
Skills
Wealth Management, Banking, Financial Planners, Strategic Financial..., Estate Planning, Financial Advisory, Investments, Financial Planning
Education
The University of Salford 1981 — 1984
B.Sc (Hons), Business and Administration
Highbury College of Technology 1979 — 1981
Ordinary National Diploma, Technology
Karina Santiago Karina Santiago's BMO Nesbitt Burns Experience October 2010 - March 2012
Job General Accountant Loblaws The Mobile Shop
Industry Telecommunications
Experience
Loblaws - The Mobile Shop May 2012 - Present
BMO Nesbitt Burns October 2010 - March 2012
Kallpa Securities October 2008 - February 2010
Atacocha Mining Co. October 2006 - September 2008
Skills
Investments, Accounting, Portfolio Management, Cash Flow, Corporate Finance, Financial Analysis, Strategic Financial..., Financial Modeling, Risk Management, Mergers, Securities, Due Diligence, Equities, Finance, Asset Managment, Valuation, Economics, Financial Reporting, Forecasting, Financial Risk, Process Improvement, Asset Management, Credit, Internal Audit, Internal Controls, Mergers, Financial Planning
Education
CPA Ontario, Canada 2014 — 2016
Bachelor’s Degree, Accounting and Finance, CPA
CPH Conduct Practice and Handbook 2011 — 2011
Diploma, Investments
CSC - Canadian Security Course 2011 — 2011
Diploma, Investments
St. Gabriel School 2010 — 2010
Certificate of Achievement, Accounting
Universidad Ricardo Palma 1993 — 1998
BA, Accounting and Auditing
CGA Certified General Accountant- Candidate
Bachelor's degree, Accounting -Audit
University of Toronto
Degree in Accounting
Loblaws - The Mobile Shop May 2012 - Present
BMO Nesbitt Burns October 2010 - March 2012
Kallpa Securities October 2008 - February 2010
Atacocha Mining Co. October 2006 - September 2008
Skills
Investments, Accounting, Portfolio Management, Cash Flow, Corporate Finance, Financial Analysis, Strategic Financial..., Financial Modeling, Risk Management, Mergers, Securities, Due Diligence, Equities, Finance, Asset Managment, Valuation, Economics, Financial Reporting, Forecasting, Financial Risk, Process Improvement, Asset Management, Credit, Internal Audit, Internal Controls, Mergers, Financial Planning
Education
CPA Ontario, Canada 2014 — 2016
Bachelor’s Degree, Accounting and Finance, CPA
CPH Conduct Practice and Handbook 2011 — 2011
Diploma, Investments
CSC - Canadian Security Course 2011 — 2011
Diploma, Investments
St. Gabriel School 2010 — 2010
Certificate of Achievement, Accounting
Universidad Ricardo Palma 1993 — 1998
BA, Accounting and Auditing
CGA Certified General Accountant- Candidate
Bachelor's degree, Accounting -Audit
University of Toronto
Degree in Accounting
Adrienne Taylor, CA Adrienne Taylor, CA's BMO Nesbitt Burns Experience May 2005 - August 2005
Job Accounting Team Lead at ACL
Industry Accounting
Experience
Financial and Accounting June 2014 - Present
WDM Chartered Accountants January 2014 - June 2014
Nurse Next Door January 2012 - October 2013
Deloitte September 2008 - November 2011
City of Richmond June 2004 - September 2008
BMO Nesbitt Burns May 2005 - August 2005
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, Financial Analysis, IFRS, Internal Controls, Financial Modeling, Assurance, Financial Audits, Finance, GAAP, Strategic Financial..., Management, Consolidation, Budgets, Financial Statements, Sarbanes-Oxley Act, Cash Management, Payroll, US expansion, Small Business, Financial Planning, US GAAP, External Audit, Corporate Tax, Leadership, Cash Flow, General Ledger, Tax, Variance Analysis, SEC filings
Education
The University of British Columbia 2004 — 2008
BCOM, Accounting
McRoberts
Financial and Accounting June 2014 - Present
WDM Chartered Accountants January 2014 - June 2014
Nurse Next Door January 2012 - October 2013
Deloitte September 2008 - November 2011
City of Richmond June 2004 - September 2008
BMO Nesbitt Burns May 2005 - August 2005
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, Financial Analysis, IFRS, Internal Controls, Financial Modeling, Assurance, Financial Audits, Finance, GAAP, Strategic Financial..., Management, Consolidation, Budgets, Financial Statements, Sarbanes-Oxley Act, Cash Management, Payroll, US expansion, Small Business, Financial Planning, US GAAP, External Audit, Corporate Tax, Leadership, Cash Flow, General Ledger, Tax, Variance Analysis, SEC filings
Education
The University of British Columbia 2004 — 2008
BCOM, Accounting
McRoberts
John Brown, CFP, CIM John Brown, CFP, CIM's BMO Nesbitt Burns Experience May 2010 - Present
Job Investment Advisor & Financial Planner
Industry Investment Management
Experience
BMO Nesbitt Burns May 2010 - Present
MD Management Ltd December 1997 - April 2010
Canada Trust January 1989 - November 1997
Skills
Retirement Planning, Financial Planning, Estate Planning, Insurance Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Investment Strategies, Certified Financial..., Equities, Fixed Income, Financial Advisory
Education
Canadian Securities Institute 1993 — 2007
CIM
Simon Fraser University 1986 — 1991
BA, Economics
BMO Nesbitt Burns May 2010 - Present
MD Management Ltd December 1997 - April 2010
Canada Trust January 1989 - November 1997
Skills
Retirement Planning, Financial Planning, Estate Planning, Insurance Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Investment Strategies, Certified Financial..., Equities, Fixed Income, Financial Advisory
Education
Canadian Securities Institute 1993 — 2007
CIM
Simon Fraser University 1986 — 1991
BA, Economics
Jeff Smilgis, BBA CFP FMA CSWP Jeff Smilgis, BBA CFP FMA CSWP's BMO Nesbitt Burns Experience May 2006 - September 2008
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. January 2014 - Present
TD Waterhouse September 2008 - January 2014
BMO Nesbitt Burns May 2006 - September 2008
Infowave 2001 - 2003
Infowave 2001 - 2003
MDSI 2000 - 2000
TELUS 1992 - 2000
Skills
Wealth, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Estate Planning, Investments, Tax-efficient Investing, Stock Trading, Mutual Funds, Bonds, NexGen, Structured Products, Retirement Savings, RRSP, Insurance, Pensions, Personal Pensions, Financial Markets, ETFs, Index Funds, Investment Management, Certified Financial..., Financial Planners, Financial Planning
Education
Simon Fraser University 1988 — 1992
Bachelor of Business Administration (BBA), Marketing and Finance
Raymond James Ltd. January 2014 - Present
TD Waterhouse September 2008 - January 2014
BMO Nesbitt Burns May 2006 - September 2008
Infowave 2001 - 2003
Infowave 2001 - 2003
MDSI 2000 - 2000
TELUS 1992 - 2000
Skills
Wealth, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Estate Planning, Investments, Tax-efficient Investing, Stock Trading, Mutual Funds, Bonds, NexGen, Structured Products, Retirement Savings, RRSP, Insurance, Pensions, Personal Pensions, Financial Markets, ETFs, Index Funds, Investment Management, Certified Financial..., Financial Planners, Financial Planning
Education
Simon Fraser University 1988 — 1992
Bachelor of Business Administration (BBA), Marketing and Finance
Jean-Francois Richard, MBA Jean-Francois Richard, MBA's BMO Nesbitt Burns Experience March 2012 - Present
Job Vice President, Professional Development Eastern Canada at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns March 2012 - Present
Canaccord Wealth Management January 2010 - January 2011
Richardson Partners Financial January 2006 - January 2010
Richardson Partners Financial Ltd 2005 - 2006
CIBC Wood Gundy 1995 - 2005
Montreal Stock Exchange 1996 - 2002
Merrill Lynch 1999 - 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Strategy, Financial Advisory, Wealth Management..., Investment Advisory, Wealth, Retirement Planning, Strategic Financial..., Relationship Management, Financial Markets, Business Development, Securities, Fixed Income, Pensions, Alternative Investments, Options, Global Recruiting, Bonds, Investment Management, Asset Allocation, Financial Services, High Net Worth..., Estate Planning, Retirement, Asset Managment, Hedge Funds, ETFs, Financial Planners, Financial Planning, Leadership Development, Equities
Education
Université de Sherbrooke, MBA 2002 — 2004
EMBA, Major
Canadian Securities Institute
Partners,Directors and Senoir Officers Course (PDO)
Université du Québec à Montréal
Adiministration
BMO Nesbitt Burns March 2012 - Present
Canaccord Wealth Management January 2010 - January 2011
Richardson Partners Financial January 2006 - January 2010
Richardson Partners Financial Ltd 2005 - 2006
CIBC Wood Gundy 1995 - 2005
Montreal Stock Exchange 1996 - 2002
Merrill Lynch 1999 - 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Strategy, Financial Advisory, Wealth Management..., Investment Advisory, Wealth, Retirement Planning, Strategic Financial..., Relationship Management, Financial Markets, Business Development, Securities, Fixed Income, Pensions, Alternative Investments, Options, Global Recruiting, Bonds, Investment Management, Asset Allocation, Financial Services, High Net Worth..., Estate Planning, Retirement, Asset Managment, Hedge Funds, ETFs, Financial Planners, Financial Planning, Leadership Development, Equities
Education
Université de Sherbrooke, MBA 2002 — 2004
EMBA, Major
Canadian Securities Institute
Partners,Directors and Senoir Officers Course (PDO)
Université du Québec à Montréal
Adiministration
François Bélanger's BMO Nesbitt Burns Experience June 2015 - Present
Job Associé en placement chez BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns June 2015 - Present
BMO Financial Group September 2014 - June 2015
BMO Financial Group November 2012 - September 2014
BMO Financial Group October 2012 - November 2012
BMO Financial Group November 2007 - October 2012
BMO Financial Group June 2005 - November 2007
Castors de Sherbrooke 1999 - 2002
Castors de Sherbrooke 1999 - 2002
Castors de Sherbrooke 1999 - 2002
Castors de Sherbrooke 1999 - 2002
Skills
Investments, Banque, Fonds mutuel, Gestion de portefeuille, Gestion de patrimoine, Analyse financière, Crédit, Gestion des risques, Banque de détail, Emprunt immobilier, Analyse de crédit, Finance, Investissements
Education
Université du Québec à Montréal / UQAM 2002 — 2005
B.A.A, Administration des affaires
Institut québécois de planification financière
Pl. Fin., Planification financière
BMO Nesbitt Burns June 2015 - Present
BMO Financial Group September 2014 - June 2015
BMO Financial Group November 2012 - September 2014
BMO Financial Group October 2012 - November 2012
BMO Financial Group November 2007 - October 2012
BMO Financial Group June 2005 - November 2007
Castors de Sherbrooke 1999 - 2002
Castors de Sherbrooke 1999 - 2002
Castors de Sherbrooke 1999 - 2002
Castors de Sherbrooke 1999 - 2002
Skills
Investments, Banque, Fonds mutuel, Gestion de portefeuille, Gestion de patrimoine, Analyse financière, Crédit, Gestion des risques, Banque de détail, Emprunt immobilier, Analyse de crédit, Finance, Investissements
Education
Université du Québec à Montréal / UQAM 2002 — 2005
B.A.A, Administration des affaires
Institut québécois de planification financière
Pl. Fin., Planification financière
Najmul H. Rizvi Najmul H. Rizvi's BMO Nesbitt Burns Experience May 2011 - Present
Job BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns May 2011 - Present
Bank of Montreal November 2007 - May 2011
BMO Financial Group March 2003 - October 2007
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Fixed Income, Equities, Investment Strategies, Bloomberg, Financial Markets, Investment Management, Asset Allocation, Asset Management, Capital Markets, Derivatives, Bonds, Hedge Funds, Investment Banking, Financial Risk, Valuation, FX Options, Securities, Investment Advisory, Alternative Investments, Trading, Options
Education
The University of Texas at Austin
B.A., Economics
BMO Nesbitt Burns May 2011 - Present
Bank of Montreal November 2007 - May 2011
BMO Financial Group March 2003 - October 2007
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Fixed Income, Equities, Investment Strategies, Bloomberg, Financial Markets, Investment Management, Asset Allocation, Asset Management, Capital Markets, Derivatives, Bonds, Hedge Funds, Investment Banking, Financial Risk, Valuation, FX Options, Securities, Investment Advisory, Alternative Investments, Trading, Options
Education
The University of Texas at Austin
B.A., Economics
Zaid Saleh Zaid Saleh's BMO Nesbitt Burns Experience October 2010 - January 2011
Job Junior Manager, Business Development Canada at Canadian German Chamber of Industry and Commerce Inc.
Industry Accounting
Experience
Canadian German Chamber of Industry and Commerce Inc. May 2013 - Present
Access Research July 2012 - May 2013
BMO Nesbitt Burns October 2010 - January 2011
Skills
Payroll Processing, Payroll Administration, Microsoft Office, Sage 50, Simply Accounting, Ceridian Payroll System, Benefits Administration, QuickBooks, Cantax, Project Management
Education
Seneca College of Applied Arts and Technology 2011 — 2013
Accounting and Payroll Diploma, 3.8 GPA
Canadian German Chamber of Industry and Commerce Inc. May 2013 - Present
Access Research July 2012 - May 2013
BMO Nesbitt Burns October 2010 - January 2011
Skills
Payroll Processing, Payroll Administration, Microsoft Office, Sage 50, Simply Accounting, Ceridian Payroll System, Benefits Administration, QuickBooks, Cantax, Project Management
Education
Seneca College of Applied Arts and Technology 2011 — 2013
Accounting and Payroll Diploma, 3.8 GPA
Nikki Sayson Nikki Sayson's BMO Nesbitt Burns Experience May 2006 - Present
Job Associate Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2006 - Present
Skills
Estate Planning, Retirement Planning, Investments, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Asset Management, Asset Allocation, Securities
Education
The University of British Columbia
Bachelor of Arts (B.A.) - Economics and Political Science
The University of British Columbia / UBC
BMO Nesbitt Burns May 2006 - Present
Skills
Estate Planning, Retirement Planning, Investments, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Asset Management, Asset Allocation, Securities
Education
The University of British Columbia
Bachelor of Arts (B.A.) - Economics and Political Science
The University of British Columbia / UBC
Stuart Macdougall's BMO Nesbitt Burns Experience July 1995 - Present
Job VicePresident, Senior Investment Advisor of BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns July 1995 - Present
Skills
Investment Advisory, Portfolio Management, Investment Management, Investment opportunites, Money management, Capital markets, Financial services, Retirement income, Financial accounting, RRSP, Wealth management, Retirement planning, Investment advisor, Financial analyst, Customer service, Financial Planning, Social Media Marketing, Financial Services, Retirement, Wealth Management, Retirement Planning, Capital Markets, Financial Advisory, Financial Analysis
Education
Carleton University 1971 — 1973
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
St. Thomas University (CA) 1969 — 1971
BMO Nesbitt Burns July 1995 - Present
Skills
Investment Advisory, Portfolio Management, Investment Management, Investment opportunites, Money management, Capital markets, Financial services, Retirement income, Financial accounting, RRSP, Wealth management, Retirement planning, Investment advisor, Financial analyst, Customer service, Financial Planning, Social Media Marketing, Financial Services, Retirement, Wealth Management, Retirement Planning, Capital Markets, Financial Advisory, Financial Analysis
Education
Carleton University 1971 — 1973
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
St. Thomas University (CA) 1969 — 1971
Vicky Castledine's BMO Nesbitt Burns Experience May 2011 - September 2012
Job Promotions Coordinator
Industry Marketing and Advertising
Experience
Rogers Radio - CHEZ 106, KISS FM, Country 101.1, JACK fm and 1310 News July 2013 - Present
The Wilkinsons January 2007 - Present
BMO Nesbitt Burns May 2011 - September 2012
Ottawa Senators & Scotiabank Place March 2011 - April 2011
BMO Nesbitt Burns January 2010 - February 2010
Skills
Radio Promotions, Marketing, Teamwork, Social Media, Facebook, Microsoft Excel, Research, Public Speaking, Event Planning
Education
Saint Lawrence College 2008 — 2011
Advertising & Integrated Marketing Communications
Bell High School 2003 — 2007
Rogers Radio - CHEZ 106, KISS FM, Country 101.1, JACK fm and 1310 News July 2013 - Present
The Wilkinsons January 2007 - Present
BMO Nesbitt Burns May 2011 - September 2012
Ottawa Senators & Scotiabank Place March 2011 - April 2011
BMO Nesbitt Burns January 2010 - February 2010
Skills
Radio Promotions, Marketing, Teamwork, Social Media, Facebook, Microsoft Excel, Research, Public Speaking, Event Planning
Education
Saint Lawrence College 2008 — 2011
Advertising & Integrated Marketing Communications
Bell High School 2003 — 2007
Bessie Noumtinis Bessie Noumtinis's BMO Nesbitt Burns Experience June 2001 - December 2005
Job Real Estate Agent at Bosley Real Estate Ltd, Brokerage
Industry Financial Services
Experience
Bosley Real Estate Ltd, Brokerage April 2015 - Present
BMO Financial Group September 2013 - April 2015
Scotia McLeod September 2008 - December 2010
Scotiabank December 2008 - July 2010
Scotia Capital-Global Markets December 2006 - August 2007
Canaccord Capital December 2005 - September 2006
BMO Nesbitt Burns June 2001 - December 2005
BMO Nesbitt Burns October 1999 - June 2001
TD Canada Trust September 1997 - August 1999
Skills
Portfolio Management, Mutual Funds, Derivatives, Finance, Investments, Equities, Banking, Securities
Education
Canadian Securities Institute 2010 — 2010
CSC, CPH, BMC, Financial designations
Seneca College of Applied Arts and Technology 1993 — 1995
Legal Assistant/Paralegal
Bosley Real Estate Ltd, Brokerage April 2015 - Present
BMO Financial Group September 2013 - April 2015
Scotia McLeod September 2008 - December 2010
Scotiabank December 2008 - July 2010
Scotia Capital-Global Markets December 2006 - August 2007
Canaccord Capital December 2005 - September 2006
BMO Nesbitt Burns June 2001 - December 2005
BMO Nesbitt Burns October 1999 - June 2001
TD Canada Trust September 1997 - August 1999
Skills
Portfolio Management, Mutual Funds, Derivatives, Finance, Investments, Equities, Banking, Securities
Education
Canadian Securities Institute 2010 — 2010
CSC, CPH, BMC, Financial designations
Seneca College of Applied Arts and Technology 1993 — 1995
Legal Assistant/Paralegal
Kevin Dehod's BMO Nesbitt Burns Experience April 1993 - December 1996
Job President and CEO at McLean & Partners Wealth Management Ltd
Industry Investment Management
Experience
McLean & Partners Wealth Management Ltd January 2012 - Present
McLean & Partners Wealth Management Ltd June 1999 - January 2012
Gordon Private Client Corporation December 1996 - June 1999
BMO Nesbitt Burns April 1993 - December 1996
Skills
Wealth Management, Asset Allocation, Investments, Financial Modeling, Private Equity, Investment Management, Asset Managment, High Net Worth...
Education
University of Calgary 1990 — 1993
BA Econ, Economics
Simon Fraser University 1988 — 1990
Economics
McLean & Partners Wealth Management Ltd January 2012 - Present
McLean & Partners Wealth Management Ltd June 1999 - January 2012
Gordon Private Client Corporation December 1996 - June 1999
BMO Nesbitt Burns April 1993 - December 1996
Skills
Wealth Management, Asset Allocation, Investments, Financial Modeling, Private Equity, Investment Management, Asset Managment, High Net Worth...
Education
University of Calgary 1990 — 1993
BA Econ, Economics
Simon Fraser University 1988 — 1990
Economics
Jean-Luc Gravel Jean-Luc Gravel's BMO Nesbitt Burns Experience 1989 - 1996
Job Premier viceprésident – Marchés boursiers, Direction du placement chez Caisse de dépôt et placement du Québec (CDPQ)
Industry Investment Management
Experience
Caisse de dépôt et placement du Québec (CDPQ) 2009 - Present
Gaz Métro 2014 - Present
Caisse de dépôt et placement du Québec (CDPQ) 2004 - 2009
Valeurs mobilières TD Newcrest 2002 - 2004
Valeurs mobilières TD Newcrest 2000 - 2002
Valeurs mobilières TD Newcrest 1996 - 2000
BMO Nesbitt Burns 1989 - 1996
BMO Nesbitt Burns 1987 - 1989
Caisse de dépôt et placement du Québec (CDPQ) 1985 - 1987
Les Affaires 1984 - 1985
Skills
Team Leadership, Corporate Governance, Business Strategy, Portfolio Management, Investment Banking, Institutional Sales
Education
Université d'Ottawa
MBA
Université de Sherbrooke
Bacc. ès Sciences, Éducation physique
Caisse de dépôt et placement du Québec (CDPQ) 2009 - Present
Gaz Métro 2014 - Present
Caisse de dépôt et placement du Québec (CDPQ) 2004 - 2009
Valeurs mobilières TD Newcrest 2002 - 2004
Valeurs mobilières TD Newcrest 2000 - 2002
Valeurs mobilières TD Newcrest 1996 - 2000
BMO Nesbitt Burns 1989 - 1996
BMO Nesbitt Burns 1987 - 1989
Caisse de dépôt et placement du Québec (CDPQ) 1985 - 1987
Les Affaires 1984 - 1985
Skills
Team Leadership, Corporate Governance, Business Strategy, Portfolio Management, Investment Banking, Institutional Sales
Education
Université d'Ottawa
MBA
Université de Sherbrooke
Bacc. ès Sciences, Éducation physique
Navdeep Brar, CPA, CA, TEP Navdeep Brar, CPA, CA, TEP's BMO Nesbitt Burns Experience July 2015 - Present
Job Senior Manager, Tax & Estate Planning at BMO Nesbitt Burns
Industry Accounting
Experience
BMO Nesbitt Burns July 2015 - Present
BDO Canada September 2013 - June 2015
BDO Canada September 2012 - September 2013
Moodys LLP Tax Advisors April 2012 - July 2012
BDO Canada March 2010 - April 2012
Collins Barrow September 2008 - February 2010
ConocoPhillips September 2006 - May 2008
Skills
Tax, Tax Compliance, Corporate Tax, Audit, Income Tax, Tax Accounting, Business Planning, Estate Planning, Auditing, Financial Statements, Assurance, Financial Reporting, Accounting, IFRS, GAAP, Tax Preparation, Trusts, Tax Research, Tax Advisory, Partnership Taxation, Tax Returns, International Tax, Finance, Financial Accounting, Internal Controls, US GAAP, Canadian GAAP, Tax Law, Consolidation, Personal Tax Planning, Fixed Assets, General Ledger, Forensic Accounting, Account Reconciliation, Internal Audit, Financial Analysis, External Audit, QuickBooks, Bookkeeping
Education
Society of Trust and Estate Practioners (STEP) 2013 — 2015
Student STEP Member, Trust and Estate Planning
Chartered Professional Accountants (CPA) Canada 2014 — 2014
CA School of Business 2008 — 2010
Chartered Accountant, Accounting
CICA 2008 — 2010
CA, Accounting and Tax
The University of Lethbridge 2006 — 2008
B. MGT, Accounting
Lester B Pearson 1999 — 2001
High School, General
BMO Nesbitt Burns July 2015 - Present
BDO Canada September 2013 - June 2015
BDO Canada September 2012 - September 2013
Moodys LLP Tax Advisors April 2012 - July 2012
BDO Canada March 2010 - April 2012
Collins Barrow September 2008 - February 2010
ConocoPhillips September 2006 - May 2008
Skills
Tax, Tax Compliance, Corporate Tax, Audit, Income Tax, Tax Accounting, Business Planning, Estate Planning, Auditing, Financial Statements, Assurance, Financial Reporting, Accounting, IFRS, GAAP, Tax Preparation, Trusts, Tax Research, Tax Advisory, Partnership Taxation, Tax Returns, International Tax, Finance, Financial Accounting, Internal Controls, US GAAP, Canadian GAAP, Tax Law, Consolidation, Personal Tax Planning, Fixed Assets, General Ledger, Forensic Accounting, Account Reconciliation, Internal Audit, Financial Analysis, External Audit, QuickBooks, Bookkeeping
Education
Society of Trust and Estate Practioners (STEP) 2013 — 2015
Student STEP Member, Trust and Estate Planning
Chartered Professional Accountants (CPA) Canada 2014 — 2014
CA School of Business 2008 — 2010
Chartered Accountant, Accounting
CICA 2008 — 2010
CA, Accounting and Tax
The University of Lethbridge 2006 — 2008
B. MGT, Accounting
Lester B Pearson 1999 — 2001
High School, General
Sam Yau Sam Yau's BMO Nesbitt Burns Experience April 2004 - Present
Job Vice President, Senior Investment Advisor & Financial Planner at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns April 2004 - Present
RBC November 2000 - April 2004
Scotiabank November 1997 - November 2000
Skills
Wealth Management, Strategic Financial..., Investment Strategies, Investments, Mutual Funds, Estate Planning, Insurance, Tax, Finance, Investment Advisory, Retirement Planning, Retirement, Securities, Asset Allocation, Financial Advisory, Small Business, Financial Planning
Education
University of Alberta 1988 — 1994
BA (Honors)
Harry Ainlay Composite High School 1985 — 1988
BMO Nesbitt Burns April 2004 - Present
RBC November 2000 - April 2004
Scotiabank November 1997 - November 2000
Skills
Wealth Management, Strategic Financial..., Investment Strategies, Investments, Mutual Funds, Estate Planning, Insurance, Tax, Finance, Investment Advisory, Retirement Planning, Retirement, Securities, Asset Allocation, Financial Advisory, Small Business, Financial Planning
Education
University of Alberta 1988 — 1994
BA (Honors)
Harry Ainlay Composite High School 1985 — 1988
Pamela Yoon Drakos's BMO Nesbitt Burns Experience 1996 - 2002
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2011 - Present
HSBC Securities (Canada) Inc. June 2002 - June 2011
BMO Nesbitt Burns 1996 - 2002
Skills
Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Investment Strategies, Equities, Asset Allocation, Private Wealth..., High Net Worth..., Investments, Investment Management, Financial Advisory, Wealth Management...
Education
Simon Fraser University 1990 — 1993
BA
Taylors College, Kuala Lumpur, Malaysia 1989 — 1989
Ontario Grade 13
Methodist Girls School (MGS) Ipoh 1986 — 1988
RBC Dominion Securities June 2011 - Present
HSBC Securities (Canada) Inc. June 2002 - June 2011
BMO Nesbitt Burns 1996 - 2002
Skills
Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Investment Strategies, Equities, Asset Allocation, Private Wealth..., High Net Worth..., Investments, Investment Management, Financial Advisory, Wealth Management...
Education
Simon Fraser University 1990 — 1993
BA
Taylors College, Kuala Lumpur, Malaysia 1989 — 1989
Ontario Grade 13
Methodist Girls School (MGS) Ipoh 1986 — 1988
Jeanette Head's BMO Nesbitt Burns Experience September 1991 - March 2001
Job
Industry Oil & Energy
Experience
RPS HMA June 2003 - Present
Rider Resources February 2001 - January 2003
BMO Nesbitt Burns September 1991 - March 2001
Skills
Land Administration, Pipelines, Oil & Gas Industry, Project Management, Project Coordination, Contract Management, Energy Industry, Upstream
Education
Southern Alberta Institute of Technology 1999 — 2003
RPS HMA June 2003 - Present
Rider Resources February 2001 - January 2003
BMO Nesbitt Burns September 1991 - March 2001
Skills
Land Administration, Pipelines, Oil & Gas Industry, Project Management, Project Coordination, Contract Management, Energy Industry, Upstream
Education
Southern Alberta Institute of Technology 1999 — 2003
Frances Cheng, CFA,MBA,FRM,CAIA,CFP's BMO Nesbitt Burns Experience 2002 - 2005
Job Risk Management | Compliance | Investment Management
Industry Investment Management
Experience
Sun Life Financial 2015 - Present
TD 2014 - 2015
BMO Financial Group 2013 - 2014
Legg Mason Canada 2012 - 2013
RBC 2008 - 2012
Raymond James Ltd. 2005 - 2008
BMO Nesbitt Burns 2002 - 2005
RBC Dominion Securities 2000 - 2002
CIBC 1995 - 2000
Skills
Bloomberg, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Corporate Finance, Risk Management, Microsoft Excel, Investment Management, Derivatives Trading, Structured Products, ETFs, Insurance
Education
The University of Hull
Master of Business Administration (MBA), Finance and Investment, with Distinction and "Overall Best Student" Award
Canadian Securities Institute (CSI) 1995 — 2011
Sun Life Financial 2015 - Present
TD 2014 - 2015
BMO Financial Group 2013 - 2014
Legg Mason Canada 2012 - 2013
RBC 2008 - 2012
Raymond James Ltd. 2005 - 2008
BMO Nesbitt Burns 2002 - 2005
RBC Dominion Securities 2000 - 2002
CIBC 1995 - 2000
Skills
Bloomberg, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Corporate Finance, Risk Management, Microsoft Excel, Investment Management, Derivatives Trading, Structured Products, ETFs, Insurance
Education
The University of Hull
Master of Business Administration (MBA), Finance and Investment, with Distinction and "Overall Best Student" Award
Canadian Securities Institute (CSI) 1995 — 2011
Landon Palacka Landon Palacka's BMO Nesbitt Burns Experience January 2013 - April 2013
Job Sales Representative at Keller Williams Energy (Member of The Lisa Fayle Team)
Industry Real Estate
Experience
Keller Williams Energy July 2015 - Present
Snap Fitness 24/7 December 2010 - Present
Coldwell Banker February 2015 - July 2015
Scotiabank Global Banking and Markets August 2013 - December 2013
BMO Nesbitt Burns January 2013 - April 2013
Skills
Holistic Health, Sports Nutrition, Fitness Consulting, Strength & Conditioning, Financial Analysis, Strategic Financial..., Stock Picking, Economics, Critical Thinking, Microsoft Excel, Microsoft Word, Computer Science, Personal Training, Cpr Certified, Strength Training, Athletics, Nutritional Counseling, Injury Prevention, Exercise Physiology, Leadership, Health Education, Athletic Training, Kinesiology, Financial Planning, Customer Service
Education
York University
Real Estate Development
Sheridan College 2011 — 2014
Banking and Wealth Management: Co-op, 3.8
Keller Williams Energy July 2015 - Present
Snap Fitness 24/7 December 2010 - Present
Coldwell Banker February 2015 - July 2015
Scotiabank Global Banking and Markets August 2013 - December 2013
BMO Nesbitt Burns January 2013 - April 2013
Skills
Holistic Health, Sports Nutrition, Fitness Consulting, Strength & Conditioning, Financial Analysis, Strategic Financial..., Stock Picking, Economics, Critical Thinking, Microsoft Excel, Microsoft Word, Computer Science, Personal Training, Cpr Certified, Strength Training, Athletics, Nutritional Counseling, Injury Prevention, Exercise Physiology, Leadership, Health Education, Athletic Training, Kinesiology, Financial Planning, Customer Service
Education
York University
Real Estate Development
Sheridan College 2011 — 2014
Banking and Wealth Management: Co-op, 3.8
Elisa Tucciarone's BMO Nesbitt Burns Experience January 2010 - Present
Job Investment Representative
Industry Financial Services
Experience
BMO Nesbitt Burns January 2010 - Present
RBC Dominion Securities 2008 - 2010
RBC Wealth Management 2006 - 2008
RBC Wealth Management 1997 - 2001
Skills
Investments, Portfolio Management, Fixed Income, Equities, Wealth Management, Strategic Financial..., Mutual Funds, Capital Markets, Banking, Asset Management, Retirement Planning, Investment Management, Securities, Finance, Financial Planning, Investment Advisory
Education
Tecnológico de Monterrey 1984 — 1990
MBA, Business
BMO Nesbitt Burns January 2010 - Present
RBC Dominion Securities 2008 - 2010
RBC Wealth Management 2006 - 2008
RBC Wealth Management 1997 - 2001
Skills
Investments, Portfolio Management, Fixed Income, Equities, Wealth Management, Strategic Financial..., Mutual Funds, Capital Markets, Banking, Asset Management, Retirement Planning, Investment Management, Securities, Finance, Financial Planning, Investment Advisory
Education
Tecnológico de Monterrey 1984 — 1990
MBA, Business
Anil Aggarwal, CFA Anil Aggarwal, CFA's BMO Nesbitt Burns Experience 1997 - 2001
Job Associate at O'Leary Funds Management Inc.
Industry Capital Markets
Experience
O'Leary Funds February 2011 - Present
MD Financial 2009 - 2010
KPMG LLP May 2006 - November 2008
MBNA Canada June 2003 - May 2006
BMO Nesbitt Burns 1997 - 2001
BMO Nesbitt Burns 1997 - 2001
Skills
Financial Analysis, Financial Modeling, Investments, Equities, Mutual Funds, Strategic Financial..., Asset Management, Auditing, Portfolio Management, Private Placements, Alternative Investments, Private Equity, Investment Strategies, Wealth Management, Securities, Capital Markets, Asset Allocation
Education
CICBV 2007 — 2012
Business Valuation
CFA Institute 2003 — 2005
Financial Mathematics
University of Alberta 1995 — 2000
Bachelor of Commerce, Finance and Accounting
Brentwood Elementary School
O'Leary Funds February 2011 - Present
MD Financial 2009 - 2010
KPMG LLP May 2006 - November 2008
MBNA Canada June 2003 - May 2006
BMO Nesbitt Burns 1997 - 2001
BMO Nesbitt Burns 1997 - 2001
Skills
Financial Analysis, Financial Modeling, Investments, Equities, Mutual Funds, Strategic Financial..., Asset Management, Auditing, Portfolio Management, Private Placements, Alternative Investments, Private Equity, Investment Strategies, Wealth Management, Securities, Capital Markets, Asset Allocation
Education
CICBV 2007 — 2012
Business Valuation
CFA Institute 2003 — 2005
Financial Mathematics
University of Alberta 1995 — 2000
Bachelor of Commerce, Finance and Accounting
Brentwood Elementary School
Daniel Lebeuf Daniel Lebeuf's BMO Nesbitt Burns Experience August 2014 - Present
Job VicePrésident, Directeur Général et Gestionnaire de portefeuille associé at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns August 2014 - Present
BMO Nesbitt Burns February 2009 - Present
BMO Banque de Montreal January 2006 - February 2009
BMO Banque de Montreal October 2003 - December 2005
BMO Banque de Montreal March 2000 - September 2003
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Investment Strategies, Portfolio Management, Investment Advisory, Equities, Estate Planning, Asset Managment, Fixed Income, Wealth, Asset Allocation, Financial Analysis, Wealth Management..., Securities, Financial Advisory, Alternative Investments, ETFs, Retirement, Asset Management, Investment Management, High Net Worth..., Financial Services, Financial Markets, Bonds, Hedge Funds, Financial Planners, Financial Planning
Education
Edinburgh Business School 2002 — 2004
Master of Business Administration (MBA), Administration*/Finance
Université Laval 1999 — 2000
Certificat en planification financière, Finances personnelles
Université du Québec à Montréal / UQAM 1996 — 1999
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
BMO Nesbitt Burns August 2014 - Present
BMO Nesbitt Burns February 2009 - Present
BMO Banque de Montreal January 2006 - February 2009
BMO Banque de Montreal October 2003 - December 2005
BMO Banque de Montreal March 2000 - September 2003
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Investment Strategies, Portfolio Management, Investment Advisory, Equities, Estate Planning, Asset Managment, Fixed Income, Wealth, Asset Allocation, Financial Analysis, Wealth Management..., Securities, Financial Advisory, Alternative Investments, ETFs, Retirement, Asset Management, Investment Management, High Net Worth..., Financial Services, Financial Markets, Bonds, Hedge Funds, Financial Planners, Financial Planning
Education
Edinburgh Business School 2002 — 2004
Master of Business Administration (MBA), Administration*/Finance
Université Laval 1999 — 2000
Certificat en planification financière, Finances personnelles
Université du Québec à Montréal / UQAM 1996 — 1999
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Karen Morrissette Karen Morrissette's BMO Nesbitt Burns Experience 2004 - Present
Job Investment Representative at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns 2004 - Present
Education
Simon Fraser University 1994 — 1999
Bachelor of Science (BSc), Biology, General
BMO Nesbitt Burns 2004 - Present
Education
Simon Fraser University 1994 — 1999
Bachelor of Science (BSc), Biology, General
Angie Franchina Angie Franchina's BMO Nesbitt Burns Experience 1999 - 2008
Job Investment Advisor, Franchina Wealth Management, TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse 2008 - Present
BMO Nesbitt Burns 1999 - 2008
Skills
Wealth Management, Investments, Retirement Planning, Investment Strategies, Strategic Financial..., Investment Advisory, Asset Allocation, Fixed Income, Asset Managment, Estate Planning, Retirement, High Net Worth..., Life Insurance, Financial Advisory, Investment Management, Mutual Funds, Financial Planning, Asset Management
Education
Université Laval 1978 — 1980
BA, Linguistics
TD Waterhouse 2008 - Present
BMO Nesbitt Burns 1999 - 2008
Skills
Wealth Management, Investments, Retirement Planning, Investment Strategies, Strategic Financial..., Investment Advisory, Asset Allocation, Fixed Income, Asset Managment, Estate Planning, Retirement, High Net Worth..., Life Insurance, Financial Advisory, Investment Management, Mutual Funds, Financial Planning, Asset Management
Education
Université Laval 1978 — 1980
BA, Linguistics
Tommaso De Marco Tommaso De Marco's BMO Nesbitt Burns Experience September 1996 - February 2004
Job Investment Advisor at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited February 2004 - Present
BMO Nesbitt Burns September 1996 - February 2004
Skills
Investments, Asset Management, Investment Advisory, Investment Strategies, Portfolio Management, Business Strategy, Wealth Management, Alternative Investments, Retirement Planning, Mutual Funds, Investment Management, Asset Allocation, ETFs, Wealth Management..., Securities, High Net Worth..., Wealth, Hedge Funds, Strategic Financial..., Financial Advisory, Retirement, Equities, Fixed Income, Estate Planning, Financial Services, Financial Markets, Financial Planning
Education
University of Alberta 1992 — 1997
Bachelor's Degree
Richardson GMP Limited February 2004 - Present
BMO Nesbitt Burns September 1996 - February 2004
Skills
Investments, Asset Management, Investment Advisory, Investment Strategies, Portfolio Management, Business Strategy, Wealth Management, Alternative Investments, Retirement Planning, Mutual Funds, Investment Management, Asset Allocation, ETFs, Wealth Management..., Securities, High Net Worth..., Wealth, Hedge Funds, Strategic Financial..., Financial Advisory, Retirement, Equities, Fixed Income, Estate Planning, Financial Services, Financial Markets, Financial Planning
Education
University of Alberta 1992 — 1997
Bachelor's Degree
Saifullah Ghori Saifullah Ghori's BMO Nesbitt Burns Experience December 1997 - March 2003
Job Senior Network Engineer (CCIE #24520) at Jump Trading, LLC
Industry Capital Markets
Experience
Jump Trading, LLC October 2007 - Present
Bank of Montreal August 2003 - October 2007
BMO Nesbitt Burns December 1997 - March 2003
Gulfnet Communications Company October 1992 - September 1996
Education
The University of Hull 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics and Computer Science
Jump Trading, LLC October 2007 - Present
Bank of Montreal August 2003 - October 2007
BMO Nesbitt Burns December 1997 - March 2003
Gulfnet Communications Company October 1992 - September 1996
Education
The University of Hull 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics and Computer Science
Aaron Kumar Aaron Kumar's BMO Nesbitt Burns Experience January 2011 - Present
Job
Industry Financial Services
Experience
BMO Nesbitt Burns January 2011 - Present
BMO Bank of Montreal 2006 - 2010
Skills
Wealth Management, Estate Planning, Investment Strategies, Investments, Mutual Funds, Retirement, Retirement Planning, Residential Mortgages, Financial Analysis, Financial Planners
Education
Simon Fraser University 2002 — 2006
BA, Economics
Canadian Securities Institute 2005 — 2012
CIM®, Chartered Investment Manager
Canadian Securities Institute 2014 — 2014
Certificate in Advanced Investment Advice
Canadian Securities Institute 2015 — 2015
Certificate in Advanced Mutual Funds Advice
BMO Nesbitt Burns January 2011 - Present
BMO Bank of Montreal 2006 - 2010
Skills
Wealth Management, Estate Planning, Investment Strategies, Investments, Mutual Funds, Retirement, Retirement Planning, Residential Mortgages, Financial Analysis, Financial Planners
Education
Simon Fraser University 2002 — 2006
BA, Economics
Canadian Securities Institute 2005 — 2012
CIM®, Chartered Investment Manager
Canadian Securities Institute 2014 — 2014
Certificate in Advanced Investment Advice
Canadian Securities Institute 2015 — 2015
Certificate in Advanced Mutual Funds Advice
Albert _B Albert _B's BMO Nesbitt Burns Experience 2008 - 2009
Job Solution Analyst Consultant
Industry Research
Experience
M1 Consulting Inc. June 2008 - Present
BMO Nesbitt Burns 2008 - 2009
Peak Presentations Inc. 2006 - 2008
EuroOptic February 1989 - August 2005
Education
CSI Canadian Securities
CSC, Can Securities / Brokerage
Seneca College of Applied Arts and Technology
Optician - OD, Health Sciences
Seneca College of Applied Arts and Technology
Business Finance, Mortgage Underwriter
M1 Consulting Inc. June 2008 - Present
BMO Nesbitt Burns 2008 - 2009
Peak Presentations Inc. 2006 - 2008
EuroOptic February 1989 - August 2005
Education
CSI Canadian Securities
CSC, Can Securities / Brokerage
Seneca College of Applied Arts and Technology
Optician - OD, Health Sciences
Seneca College of Applied Arts and Technology
Business Finance, Mortgage Underwriter
Jasmine Sethi Jasmine Sethi's BMO Nesbitt Burns Experience September 2014 - Present
Job Estate and Insurance at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns September 2014 - Present
Manulife Financial October 2012 - January 2014
Scotiabank June 2008 - October 2012
Montana’s Cookhouse February 2010 - July 2012
Skills
Customer Service, Banking, Mutual Funds, Retail Banking, Credit, Financial Analysis, Lines Of Credit, Mortgage Lending, Accounting, Credit Analysis, Leadership, Insurance, CRM, Loans, Microsoft Excel, Microsoft Word, Commercial Banking, Consumer Lending, Credit Risk, Canadian Securities..., Personal Banking, Commercial Lending, Strategic Financial..., Residential Mortgages, Small Business Lending, Debt Consolidation, Refinance, micro, PowerPoint, Coordination, Hospitality, Internet, Administrative..., Administration
Education
Sheridan College 2003 — 2006
Business Administration, Accounting and Finance
BMO Nesbitt Burns September 2014 - Present
Manulife Financial October 2012 - January 2014
Scotiabank June 2008 - October 2012
Montana’s Cookhouse February 2010 - July 2012
Skills
Customer Service, Banking, Mutual Funds, Retail Banking, Credit, Financial Analysis, Lines Of Credit, Mortgage Lending, Accounting, Credit Analysis, Leadership, Insurance, CRM, Loans, Microsoft Excel, Microsoft Word, Commercial Banking, Consumer Lending, Credit Risk, Canadian Securities..., Personal Banking, Commercial Lending, Strategic Financial..., Residential Mortgages, Small Business Lending, Debt Consolidation, Refinance, micro, PowerPoint, Coordination, Hospitality, Internet, Administrative..., Administration
Education
Sheridan College 2003 — 2006
Business Administration, Accounting and Finance
Katherine Yuke Katherine Yuke's BMO Nesbitt Burns Experience May 1994 - July 1996
Job MTS Allstream
Industry Telecommunications
Experience
MTS Allstream April 2009 - Present
Unitel/AT&T/Allstream July 1996 - 2009
BMO Nesbitt Burns May 1994 - July 1996
Skills
Telecommunications, Team Leadership, Change Management, Planning & Execution of..., Financial Modeling, Customer Service, Team Management, Direct Sales, Product Management, Managed Services, Solution Selling, MPLS, Wireless, Fashion, Courage, Athletic Training, Adult Learning..., SIP, Telephony, Cloud Computing
Education
University of Guelph 1988 — 1994
Bachelor of Arts, Management and Economics
London School of Economics and Political Science 1994 — 1994
Institute of Holistic Nutrition 1997 — 2001
MTS Allstream April 2009 - Present
Unitel/AT&T/Allstream July 1996 - 2009
BMO Nesbitt Burns May 1994 - July 1996
Skills
Telecommunications, Team Leadership, Change Management, Planning & Execution of..., Financial Modeling, Customer Service, Team Management, Direct Sales, Product Management, Managed Services, Solution Selling, MPLS, Wireless, Fashion, Courage, Athletic Training, Adult Learning..., SIP, Telephony, Cloud Computing
Education
University of Guelph 1988 — 1994
Bachelor of Arts, Management and Economics
London School of Economics and Political Science 1994 — 1994
Institute of Holistic Nutrition 1997 — 2001
Mark Hougen Mark Hougen's BMO Nesbitt Burns Experience January 2013 - Present
Job Portfolio Manager at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns January 2013 - Present
BMO Nesbitt Burns April 2001 - Present
BMO Nesbitt Burns April 2001 - Present
BMO Nesbitt Burns April 2001 - December 2012
Clearbrook Source for Sports January 1987 - April 1999
Skills
Business Strategy, Investment Advisory, Wealth, Wealth Management, Investments, Securities, Strategy, Investment Strategies, Finance, Financial Advisory, High Net Worth..., Portfolio Management, Retirement Planning, ETFs, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Wealth Management..., Investment Management, Asset Management, Options, Strategic Financial..., Estate Planning, Fixed Income, Financial Planners, Private Banking, Hedge Funds, Separately Managed..., Financial Markets, Equity Research, Capital Markets, Financial Planning
Education
Simon Fraser University 1983 — 1987
BBA, Finance, Marketing
BMO Nesbitt Burns January 2013 - Present
BMO Nesbitt Burns April 2001 - Present
BMO Nesbitt Burns April 2001 - Present
BMO Nesbitt Burns April 2001 - December 2012
Clearbrook Source for Sports January 1987 - April 1999
Skills
Business Strategy, Investment Advisory, Wealth, Wealth Management, Investments, Securities, Strategy, Investment Strategies, Finance, Financial Advisory, High Net Worth..., Portfolio Management, Retirement Planning, ETFs, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Wealth Management..., Investment Management, Asset Management, Options, Strategic Financial..., Estate Planning, Fixed Income, Financial Planners, Private Banking, Hedge Funds, Separately Managed..., Financial Markets, Equity Research, Capital Markets, Financial Planning
Education
Simon Fraser University 1983 — 1987
BBA, Finance, Marketing
Victoria Labriola's BMO Nesbitt Burns Experience 1996 - 1998
Job Senior Counsel at American Renal Associates
Industry Law Practice
Experience
American Renal Associates March 2015 - Present
Morgan, Lewis & Bockius LLP June 2009 - February 2015
Bingham McCutchen September 2002 - June 2009
BMO Nesbitt Burns 1996 - 1998
Skills
Litigation, Legal Research, Securities Regulation, Investments, Restructuring, Securities, Class Actions, Intellectual Property, Commercial Litigation
Education
Suffolk Law School 1997 — 2001
JD
Suffolk University 1997 — 2001
MBA
Tufts University 1991 — 1995
BA, Sociology
American Renal Associates March 2015 - Present
Morgan, Lewis & Bockius LLP June 2009 - February 2015
Bingham McCutchen September 2002 - June 2009
BMO Nesbitt Burns 1996 - 1998
Skills
Litigation, Legal Research, Securities Regulation, Investments, Restructuring, Securities, Class Actions, Intellectual Property, Commercial Litigation
Education
Suffolk Law School 1997 — 2001
JD
Suffolk University 1997 — 2001
MBA
Tufts University 1991 — 1995
BA, Sociology
Ben Murko Ben Murko's BMO Nesbitt Burns Experience 2010 - 2011
Job Financial Planner at TD Wealth
Industry Financial Services
Experience
TD Wealth January 2015 - Present
Edward Jones 2013 - January 2015
TD 2011 - 2013
BMO Nesbitt Burns 2010 - 2011
Aritzia 2006 - 2008
Skills
Canadian Securities..., Mutual Funds, Mortgage Lending, Banking, Credit, Customer Satisfaction, Wealth Management, Investment Strategies, Relationship Driven, Relationship Management, Relationship..., Tax-planning, Estate Planning, Stocks, Stock Market, Bonds, Bond Pricing, Life Insurance, Financial Services, Investments, Retail Banking, Risk Management, Financial Planning
Education
Sheridan College
Advanced Diploma-Honours, Banking & Wealth Management, 3.72 GPA
TD Wealth January 2015 - Present
Edward Jones 2013 - January 2015
TD 2011 - 2013
BMO Nesbitt Burns 2010 - 2011
Aritzia 2006 - 2008
Skills
Canadian Securities..., Mutual Funds, Mortgage Lending, Banking, Credit, Customer Satisfaction, Wealth Management, Investment Strategies, Relationship Driven, Relationship Management, Relationship..., Tax-planning, Estate Planning, Stocks, Stock Market, Bonds, Bond Pricing, Life Insurance, Financial Services, Investments, Retail Banking, Risk Management, Financial Planning
Education
Sheridan College
Advanced Diploma-Honours, Banking & Wealth Management, 3.72 GPA
Valentina Vomir Valentina Vomir's BMO Nesbitt Burns Experience January 2008 - January 2009
Job at
Industry Computer Software
Experience
Canadian Tire November 2013 - Present
Canadian Tire July 2009 - November 2013
BMO Nesbitt Burns January 2008 - January 2009
RBC Dominion Securities (Contract) May 2006 - November 2007
TELUS 2001 - 2006
Daedalian Systems Group 1997 - 2001
Skills
Microsoft SQL Server, ASP.NET, C#, XML, PL/SQL, Business Analysis, SDLC, Systems Analysis, Software Development, Visual Basic, JavaScript, Java, VBScript, Data Modeling, Visio, Database Design, Integration, Crystal Reports, SharePoint, ASP, Requirements Analysis, ETL, Software Project..., Business Intelligence, XSLT, VSS, Solution Architecture, Requirements Gathering, SOA, CSS, Data Warehousing, Databases
Education
Canadian Tire November 2013 - Present
Canadian Tire July 2009 - November 2013
BMO Nesbitt Burns January 2008 - January 2009
RBC Dominion Securities (Contract) May 2006 - November 2007
TELUS 2001 - 2006
Daedalian Systems Group 1997 - 2001
Skills
Microsoft SQL Server, ASP.NET, C#, XML, PL/SQL, Business Analysis, SDLC, Systems Analysis, Software Development, Visual Basic, JavaScript, Java, VBScript, Data Modeling, Visio, Database Design, Integration, Crystal Reports, SharePoint, ASP, Requirements Analysis, ETL, Software Project..., Business Intelligence, XSLT, VSS, Solution Architecture, Requirements Gathering, SOA, CSS, Data Warehousing, Databases
Education
Gary S Brookes's BMO Nesbitt Burns Experience March 1984 - Present
Job Managing Director, Senior Investment Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns March 1984 - Present
BMO Nesbitt Burns Securities Ltd March 1984 - Present
Skills
Equities, Portfolio Management, Wealth Management, Investments, Financial Advisory, Mutual Funds
Education
The University of British Columbia 1967 — 1971
Bachelor’s Degree
BMO Nesbitt Burns March 1984 - Present
BMO Nesbitt Burns Securities Ltd March 1984 - Present
Skills
Equities, Portfolio Management, Wealth Management, Investments, Financial Advisory, Mutual Funds
Education
The University of British Columbia 1967 — 1971
Bachelor’s Degree
Julia Chung, CFP, CLU, FEA's BMO Nesbitt Burns Experience August 2007 - January 2008
Job Personal Finance Professional
Industry Financial Services
Experience
JYC Financial November 2011 - Present
Admin Slayer July 2015 - Present
Gazette Magazine November 2013 - Present
Facet Advisors Wealth Strategies February 2012 - January 2015
Raymond James January 2008 - January 2013
BMO Nesbitt Burns August 2007 - January 2008
Coast Capital Savings January 2003 - August 2007
Vida Coffee August 2002 - June 2003
Investors Group August 2001 - December 2002
Las Rebels Concert Promotion & Production 1999 - 2002
Skills
Retirement Planning, Freelance Writing, Technical Writing, Estate Planning, Financial Planning, Strategic Financial..., Retirement, Finance, Wealth, Certified Financial..., Financial Advisory, Personal Finance, Financial Planners, Life Insurance, Wealth Management..., Wealth Management, Small Business, Wealth Accumulation, Income Protection, Portfolio Management, Investment Strategies, Fixed Annuities, Financial Services, Equities, Tax, High Net Worth..., Critical Illness, Asset Allocation, Securities, Risk Management, Investments, Pensions, Asset Management, Investment Management, Bonds, Alternative Investments, Mutual Funds, Financial Risk, Disability Insurance, Long-term Care, Insurance, Personal Financial..., Relationship Management, Estate Tax Planning, Mortgage Lending, ETFs, Term Life Insurance, Long Term Care Insurance, Retirement Savings, Investment Advisory
Education
CPA British Columbia 2014 — 2014
The CFO's Operational Skills Program
The University of British Columbia / UBC 2013 — 2013
Family Enterprise Advisor (FEA), Family Enterprise Advice
The Institute for Advanced Financial Education 2010 — 2011
Chartered Life Underwriter (CLU), Advanced Estate Planning
Financial Planning Standards Council 2008 — 2009
Certified Financial Planner (CFP), Financial Planning
The Life Office Management Institute 2006 — 2007
Business Law, Insurance Co Operations, Principles of Life Insurance, Finance & Personal Insurance
Canadian Securities Institute 1999 — 2000
Canadian Securities Course & Conduct and Practices Handbook, Finance
Pitman Business College 1995 — 1995
Business Administration
The Justice Institute of BC 1993 — 1993
Mediation & Conflict Resolution
JYC Financial November 2011 - Present
Admin Slayer July 2015 - Present
Gazette Magazine November 2013 - Present
Facet Advisors Wealth Strategies February 2012 - January 2015
Raymond James January 2008 - January 2013
BMO Nesbitt Burns August 2007 - January 2008
Coast Capital Savings January 2003 - August 2007
Vida Coffee August 2002 - June 2003
Investors Group August 2001 - December 2002
Las Rebels Concert Promotion & Production 1999 - 2002
Skills
Retirement Planning, Freelance Writing, Technical Writing, Estate Planning, Financial Planning, Strategic Financial..., Retirement, Finance, Wealth, Certified Financial..., Financial Advisory, Personal Finance, Financial Planners, Life Insurance, Wealth Management..., Wealth Management, Small Business, Wealth Accumulation, Income Protection, Portfolio Management, Investment Strategies, Fixed Annuities, Financial Services, Equities, Tax, High Net Worth..., Critical Illness, Asset Allocation, Securities, Risk Management, Investments, Pensions, Asset Management, Investment Management, Bonds, Alternative Investments, Mutual Funds, Financial Risk, Disability Insurance, Long-term Care, Insurance, Personal Financial..., Relationship Management, Estate Tax Planning, Mortgage Lending, ETFs, Term Life Insurance, Long Term Care Insurance, Retirement Savings, Investment Advisory
Education
CPA British Columbia 2014 — 2014
The CFO's Operational Skills Program
The University of British Columbia / UBC 2013 — 2013
Family Enterprise Advisor (FEA), Family Enterprise Advice
The Institute for Advanced Financial Education 2010 — 2011
Chartered Life Underwriter (CLU), Advanced Estate Planning
Financial Planning Standards Council 2008 — 2009
Certified Financial Planner (CFP), Financial Planning
The Life Office Management Institute 2006 — 2007
Business Law, Insurance Co Operations, Principles of Life Insurance, Finance & Personal Insurance
Canadian Securities Institute 1999 — 2000
Canadian Securities Course & Conduct and Practices Handbook, Finance
Pitman Business College 1995 — 1995
Business Administration
The Justice Institute of BC 1993 — 1993
Mediation & Conflict Resolution
Christine D. Fortin, B.Comm, FMA, FCSI Christine D. Fortin, B.Comm, FMA, FCSI's BMO Nesbitt Burns Experience November 1997 - Present
Job VicePresident. Building and protecting wealth for Canada’s most successful families and entrepreneurs.
Industry Investment Management
Experience
BMO Nesbitt Burns November 1997 - Present
RBC Global Asset Management November 1996 - November 1997
RBC Capital Markets April 1995 - November 1996
Asia Securities Private Limited April 1994 - September 1994
Early Entrepreneur September 1986 - April 1994
The City of Calgary May 1989 - September 1991
Skills
Portfolio Management, Investments, Wealth Management, Financial Advisory, Mutual Funds, Securities, Investment Strategies, Investment Advisory, Equities, Fixed Income, Capital Markets, Financial Services, Wealth, Retirement Planning, Finance, Strategic Financial..., Financial Planning, Estate Planning, Asset Management
Education
Canadian Securities Institute 1997 — 2014
Finance
Chartered Financial Analyst Institute (CFA, formerly AIMR) 1996 — 1996
CFA Program, Level 1
The University of British Columbia 1991 — 1994
Bachelor of Commerce, International Finance
Western Canada High School 1988 — 1991
Diploma
BMO Nesbitt Burns November 1997 - Present
RBC Global Asset Management November 1996 - November 1997
RBC Capital Markets April 1995 - November 1996
Asia Securities Private Limited April 1994 - September 1994
Early Entrepreneur September 1986 - April 1994
The City of Calgary May 1989 - September 1991
Skills
Portfolio Management, Investments, Wealth Management, Financial Advisory, Mutual Funds, Securities, Investment Strategies, Investment Advisory, Equities, Fixed Income, Capital Markets, Financial Services, Wealth, Retirement Planning, Finance, Strategic Financial..., Financial Planning, Estate Planning, Asset Management
Education
Canadian Securities Institute 1997 — 2014
Finance
Chartered Financial Analyst Institute (CFA, formerly AIMR) 1996 — 1996
CFA Program, Level 1
The University of British Columbia 1991 — 1994
Bachelor of Commerce, International Finance
Western Canada High School 1988 — 1991
Diploma
Ilya Shteiman's BMO Nesbitt Burns Experience March 2013 - April 2014
Job
Industry Computer Software
Experience
RBC Capital Markets April 2015 - Present
CHAMELEASOFTWARE April 2007 - Present
Ontario Teachers' Pension Plan May 2014 - January 2015
BMO Nesbitt Burns March 2013 - April 2014
Scotiabank August 2012 - February 2013
GMP Securities August 2011 - July 2012
eHealth Ontario March 2011 - August 2011
BMO Capital Markets August 2009 - February 2011
ITG Canada February 2007 - August 2009
Hewlett Packard March 2006 - February 2007
Skills
UML, SQL, Software Development, Business Analysis, Requirements Analysis, XML, Requirements Gathering, Oracle, SDLC, Integration, Sybase, Microsoft SQL Server, Java Enterprise Edition, PL/SQL, Databases, C#, Trading Systems, Data Modeling, Business Intelligence, Business Requirements, SOA, Java, Agile Methodologies, Enterprise Architecture, Unix, C++, Data Warehousing, ETL, Design Patterns, JavaScript, Software Project..., Fixed Income, Agile Project Management, Shell Scripting, JSP, JBoss Application Server, Derivatives, Project Management, Architecture, Solaris, Systems Analysis, Quality Assurance, Ant, EJB, Financial Markets, Capital Markets, IntelliMatch, SunGuard technologies, Charles River IMS
Education
Technion - Israel Institute of Technology
B.Sc, Engineering
RBC Capital Markets April 2015 - Present
CHAMELEASOFTWARE April 2007 - Present
Ontario Teachers' Pension Plan May 2014 - January 2015
BMO Nesbitt Burns March 2013 - April 2014
Scotiabank August 2012 - February 2013
GMP Securities August 2011 - July 2012
eHealth Ontario March 2011 - August 2011
BMO Capital Markets August 2009 - February 2011
ITG Canada February 2007 - August 2009
Hewlett Packard March 2006 - February 2007
Skills
UML, SQL, Software Development, Business Analysis, Requirements Analysis, XML, Requirements Gathering, Oracle, SDLC, Integration, Sybase, Microsoft SQL Server, Java Enterprise Edition, PL/SQL, Databases, C#, Trading Systems, Data Modeling, Business Intelligence, Business Requirements, SOA, Java, Agile Methodologies, Enterprise Architecture, Unix, C++, Data Warehousing, ETL, Design Patterns, JavaScript, Software Project..., Fixed Income, Agile Project Management, Shell Scripting, JSP, JBoss Application Server, Derivatives, Project Management, Architecture, Solaris, Systems Analysis, Quality Assurance, Ant, EJB, Financial Markets, Capital Markets, IntelliMatch, SunGuard technologies, Charles River IMS
Education
Technion - Israel Institute of Technology
B.Sc, Engineering
Joe L. SIU's BMO Nesbitt Burns Experience January 2000 - September 2000
Job
Industry Computer Software
Experience
Telus Mobility August 2010 - Present
TELUS August 2010 - Present
Qualicom Innovations March 2006 - August 2010
Oracle Numetrix January 2001 - February 2006
BMO Nesbitt Burns January 2000 - September 2000
Bridge/Dow Jones Telerate March 1991 - May 1999
Skills
SDLC, SOA, OOAD, Java Enterprise Edition, Requirements Analysis, Agile Methodologies, JUnit, UML, Servlets, Oracle, Visio, XML, Solution Architecture, Business Analysis, Enterprise Architecture, Weblogic
Education
University of Alberta
Master
Telus Mobility August 2010 - Present
TELUS August 2010 - Present
Qualicom Innovations March 2006 - August 2010
Oracle Numetrix January 2001 - February 2006
BMO Nesbitt Burns January 2000 - September 2000
Bridge/Dow Jones Telerate March 1991 - May 1999
Skills
SDLC, SOA, OOAD, Java Enterprise Edition, Requirements Analysis, Agile Methodologies, JUnit, UML, Servlets, Oracle, Visio, XML, Solution Architecture, Business Analysis, Enterprise Architecture, Weblogic
Education
University of Alberta
Master
Henry Macarios's BMO Nesbitt Burns Experience September 1998 - April 1999
Job Director of Customer Marketing, North America at Unger Enterprises
Industry Consumer Goods
Experience
Unger Enterprises May 2014 - Present
Philips Consumer Lifestyle February 2014 - May 2014
Philips Consumer Lifestyle March 2011 - February 2014
Philips Consumer Lifestyle July 2008 - March 2011
Philips Consumer Lifestyle March 2007 - July 2008
Philips Oral Healthcare June 2005 - March 2007
Philips Oral Healthcare March 2003 - June 2005
Philips Oral Healthcare March 2001 - March 2003
TLC LASER EYE CENTERS April 1999 - March 2001
BMO Nesbitt Burns September 1998 - April 1999
Skills
Trade Marketing, Business Development, Product Launch, Cross-functional Team..., Product Marketing, Sales Management, Business Strategy, Leadership
Education
University of Windsor - School of Business Administration 1989 — 1993
B. Com. Marketing
Sheridan College 1998 — 1999
International Business Post Graduate Diploma
Unger Enterprises May 2014 - Present
Philips Consumer Lifestyle February 2014 - May 2014
Philips Consumer Lifestyle March 2011 - February 2014
Philips Consumer Lifestyle July 2008 - March 2011
Philips Consumer Lifestyle March 2007 - July 2008
Philips Oral Healthcare June 2005 - March 2007
Philips Oral Healthcare March 2003 - June 2005
Philips Oral Healthcare March 2001 - March 2003
TLC LASER EYE CENTERS April 1999 - March 2001
BMO Nesbitt Burns September 1998 - April 1999
Skills
Trade Marketing, Business Development, Product Launch, Cross-functional Team..., Product Marketing, Sales Management, Business Strategy, Leadership
Education
University of Windsor - School of Business Administration 1989 — 1993
B. Com. Marketing
Sheridan College 1998 — 1999
International Business Post Graduate Diploma
Christian Roux CFA's BMO Nesbitt Burns Experience May 1988 - Present
Job Senior Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 1988 - Present
Education
Université de Sherbrooke 1984 — 1987
BMO Nesbitt Burns May 1988 - Present
Education
Université de Sherbrooke 1984 — 1987
Marie-Josee Turcotte's BMO Nesbitt Burns Experience January 1996 - Present
Job Associate Portfolio Manager and Wealth Advisor at BMO Nesbitt Burns CPA CMA
Industry Financial Services
Experience
BMO Nesbitt Burns January 1996 - Present
Skills
Small Business, Retirement, Wealth Management, Finance, Investments, Strategic Financial..., Retirement Planning
Education
Université du Québec à Montréal 1989 — 1993
Chartered Magement Accountant, Accounting and Project Management
Université du Québec à Montréal 1989 — 1993
BMO Nesbitt Burns January 1996 - Present
Skills
Small Business, Retirement, Wealth Management, Finance, Investments, Strategic Financial..., Retirement Planning
Education
Université du Québec à Montréal 1989 — 1993
Chartered Magement Accountant, Accounting and Project Management
Université du Québec à Montréal 1989 — 1993
Trevor Balla's BMO Nesbitt Burns Experience August 1996 - April 2000
Job Research Analyst at Morgan Stanley
Industry Information Services
Experience
Morgan Stanley July 2012 - Present
Scotiabank November 2011 - July 2012
National Bank Financial August 2007 - October 2011
Ontario Library Association August 2001 - July 2007
EY April 2000 - April 2001
BMO Nesbitt Burns August 1996 - April 2000
Toronto Public Library September 1989 - April 1996
Skills
Business Analysis, Data Analysis, Business Intelligence, Analysis, Economics, Information Management, Risk Management, Project Management, Banking, Financial Modeling, Portfolio Management, SAS, Analytics, Market Research, Bloomberg
Education
York University 2003 — 2007
Bachelor's degree, Economics
Canadian Securities Institute 1995 — 1995
Canadian Securities Course
Seneca College of Applied Arts and Technology 1993 — 1995
Library and Information Technician
Morgan Stanley July 2012 - Present
Scotiabank November 2011 - July 2012
National Bank Financial August 2007 - October 2011
Ontario Library Association August 2001 - July 2007
EY April 2000 - April 2001
BMO Nesbitt Burns August 1996 - April 2000
Toronto Public Library September 1989 - April 1996
Skills
Business Analysis, Data Analysis, Business Intelligence, Analysis, Economics, Information Management, Risk Management, Project Management, Banking, Financial Modeling, Portfolio Management, SAS, Analytics, Market Research, Bloomberg
Education
York University 2003 — 2007
Bachelor's degree, Economics
Canadian Securities Institute 1995 — 1995
Canadian Securities Course
Seneca College of Applied Arts and Technology 1993 — 1995
Library and Information Technician
Cesar Roblero's BMO Nesbitt Burns Experience November 2006 - July 2007
Job Credit Asscociate at Primus Telecommunications Group, Inc.
Industry Education Management
Experience
Primus Telecommunications Group, Inc. July 2009 - Present
B2B Trust June 2008 - November 2008
UDLA July 2007 - June 2008
BMO Nesbitt Burns November 2006 - July 2007
Wells Fargo Financial January 2005 - November 2006
CIBC Mellon September 2001 - December 2004
Skills
Credit Analysis, International Finance, Financial Analysis, Credit, Financial Risk, Outlook, Banking, Business Analysis
Education
North American College 2008 — 2009
Diploma, Computerized Accounting
Canadian Securities Institute 2003 — 2004
Certificate, Canadian Securities
Public Budget International Association 1999 — 1999
Certificate, Public Finance
Université catholique de Louvain 1984 — 1987
Master, Economics
Universidad Nacional Autónoma de México 1979 — 1983
Bachelor, Economics
Primus Telecommunications Group, Inc. July 2009 - Present
B2B Trust June 2008 - November 2008
UDLA July 2007 - June 2008
BMO Nesbitt Burns November 2006 - July 2007
Wells Fargo Financial January 2005 - November 2006
CIBC Mellon September 2001 - December 2004
Skills
Credit Analysis, International Finance, Financial Analysis, Credit, Financial Risk, Outlook, Banking, Business Analysis
Education
North American College 2008 — 2009
Diploma, Computerized Accounting
Canadian Securities Institute 2003 — 2004
Certificate, Canadian Securities
Public Budget International Association 1999 — 1999
Certificate, Public Finance
Université catholique de Louvain 1984 — 1987
Master, Economics
Universidad Nacional Autónoma de México 1979 — 1983
Bachelor, Economics
Bob Greben's BMO Nesbitt Burns Experience December 2011 - Present
Job Senior Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns December 2011 - Present
CIBC Wood Gundy 2006 - December 2011
Merrill Lynch December 1998 - December 2001
Midland Walwyn November 1993 - December 1998
Macy's 1984 - 1986
Skills
Wealth Management, Investments, Retirement Planning, Risk Management, Estate Planning, Investment Strategies, Investment Advisory, Asset Allocation, Finance, Mutual Funds, Management, Strategic Planning, Portfolio Management, Financial Risk, Retirement, Financial Planning
Education
State University of New York College at Brockport 1980 — 1984
BA, Marketing
BMO Nesbitt Burns December 2011 - Present
CIBC Wood Gundy 2006 - December 2011
Merrill Lynch December 1998 - December 2001
Midland Walwyn November 1993 - December 1998
Macy's 1984 - 1986
Skills
Wealth Management, Investments, Retirement Planning, Risk Management, Estate Planning, Investment Strategies, Investment Advisory, Asset Allocation, Finance, Mutual Funds, Management, Strategic Planning, Portfolio Management, Financial Risk, Retirement, Financial Planning
Education
State University of New York College at Brockport 1980 — 1984
BA, Marketing
Mark Du Four's BMO Nesbitt Burns Experience 1998 - 2000
Job Managing Director at NewStar Financial
Industry Capital Markets
Experience
NewStar Financial June 2004 - Present
Fleet Securities, Inc. May 2000 - March 2004
BMO Nesbitt Burns 1998 - 2000
Chase Securities, Inc. July 1993 - June 1998
Coopers & Lybrand June 1986 - July 1991
Skills
Private Equity, Structured Finance, Valuation, Portfolio Management, Fixed Income, Financial Modeling, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
Bachelor of Science (BS), Accounting
NewStar Financial June 2004 - Present
Fleet Securities, Inc. May 2000 - March 2004
BMO Nesbitt Burns 1998 - 2000
Chase Securities, Inc. July 1993 - June 1998
Coopers & Lybrand June 1986 - July 1991
Skills
Private Equity, Structured Finance, Valuation, Portfolio Management, Fixed Income, Financial Modeling, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
Bachelor of Science (BS), Accounting
Michelle Borthwick's BMO Nesbitt Burns Experience February 1994 - March 1995
Job Consultant and Interim Executive Specializing in Company Management, Transition and Growth
Industry Mining & Metals
Experience
Endeavour Mining Corporation September 1995 - November 2012
BMO Nesbitt Burns February 1994 - March 1995
Canaccord Genuity Inc. May 1992 - February 1994
Skills
Mining, Minerals, Corporate Finance, Management, Strategic Planning, Mergers & Acquisitions, Public Company..., Corporate Communications, Corporate Governance, Insurance
Education
The University of British Columbia 1988 — 1992
BA, English, Psychology
Endeavour Mining Corporation September 1995 - November 2012
BMO Nesbitt Burns February 1994 - March 1995
Canaccord Genuity Inc. May 1992 - February 1994
Skills
Mining, Minerals, Corporate Finance, Management, Strategic Planning, Mergers & Acquisitions, Public Company..., Corporate Communications, Corporate Governance, Insurance
Education
The University of British Columbia 1988 — 1992
BA, English, Psychology
Mehrdad Novin's BMO Nesbitt Burns Experience 1999 - 2002
Job Senior Data Architect/Modeler Consultant at Ontario Teachers' Pension Plan
Industry Banking
Experience
Ontario Teachers' Pension Plan May 2015 - Present
CIBC March 2014 - May 2015
Bell Business Markets October 2012 - March 2014
Info Truth Inc. 2012 - 2013
Canadian Securities Administrators (CSA) - Autorités canadiennes en valeurs mobilières (ACVM) March 2012 - September 2012
BMO March 2011 - March 2012
BMO Financial Group March 2010 - March 2011
BMO Financial Group 1999 - March 2010
BMO Nesbitt Burns 1999 - 2002
Afkar Informatics 1989 - 1997
Skills
Data Modeling, Data Warehousing, SDLC, Erwin, Data Architecture, Enterprise Architecture, Databases, Data Integration, Business Requirements, SQL, ETL, Requirements Analysis, Master Data Management, Software Development, Requirements Gathering, PL/SQL, Microsoft SQL Server, Metadata Management, DB2, Data Quality, Database Design, Architecture, XML, Business Intelligence, Data Governance, Dimensional Modeling, Unix, Data Marts, SQL Server, Teradata, Data Migration, Systems Analysis, OLAP, Performance Tuning, Oracle, Unix Shell Scripting, Sybase, InfoSphere, Enterprise Data Modeling, XSD, Logical Data Modeling, Relational Data Modeling, Data Architects, TOGAF, IFW, Reference Data, XML Spy, Erwin 3.5, SQL Navigator, Netezza
Education
Sharif University of Technology 1989 — 1992
Master, Computer Science
Shahid Beheshti University 1984 — 1989
B.Sc, Computer Science
Alborz High School
Dimploma, Physics and Mathematics
Ontario Teachers' Pension Plan May 2015 - Present
CIBC March 2014 - May 2015
Bell Business Markets October 2012 - March 2014
Info Truth Inc. 2012 - 2013
Canadian Securities Administrators (CSA) - Autorités canadiennes en valeurs mobilières (ACVM) March 2012 - September 2012
BMO March 2011 - March 2012
BMO Financial Group March 2010 - March 2011
BMO Financial Group 1999 - March 2010
BMO Nesbitt Burns 1999 - 2002
Afkar Informatics 1989 - 1997
Skills
Data Modeling, Data Warehousing, SDLC, Erwin, Data Architecture, Enterprise Architecture, Databases, Data Integration, Business Requirements, SQL, ETL, Requirements Analysis, Master Data Management, Software Development, Requirements Gathering, PL/SQL, Microsoft SQL Server, Metadata Management, DB2, Data Quality, Database Design, Architecture, XML, Business Intelligence, Data Governance, Dimensional Modeling, Unix, Data Marts, SQL Server, Teradata, Data Migration, Systems Analysis, OLAP, Performance Tuning, Oracle, Unix Shell Scripting, Sybase, InfoSphere, Enterprise Data Modeling, XSD, Logical Data Modeling, Relational Data Modeling, Data Architects, TOGAF, IFW, Reference Data, XML Spy, Erwin 3.5, SQL Navigator, Netezza
Education
Sharif University of Technology 1989 — 1992
Master, Computer Science
Shahid Beheshti University 1984 — 1989
B.Sc, Computer Science
Alborz High School
Dimploma, Physics and Mathematics
Étienne Filion, M. Sc., CFA's BMO Nesbitt Burns Experience February 2013 - May 2014
Job Conseiller Analyse Financière Bank West / Desjardins
Industry Financial Services
Experience
Zag Bank September 2014 - Present
BMO Nesbitt Burns February 2013 - May 2014
Natcan January 2009 - March 2012
Natcan June 2007 - January 2009
Montrusco Bolton October 2006 - May 2007
Travail autonome 2005 - 2006
Education
Université de Sherbrooke 2005 — 2006
M.Sc., Finance
Université Laval 2002 — 2005
Baccalauréat en Administration des Affaires, Finance
Zag Bank September 2014 - Present
BMO Nesbitt Burns February 2013 - May 2014
Natcan January 2009 - March 2012
Natcan June 2007 - January 2009
Montrusco Bolton October 2006 - May 2007
Travail autonome 2005 - 2006
Education
Université de Sherbrooke 2005 — 2006
M.Sc., Finance
Université Laval 2002 — 2005
Baccalauréat en Administration des Affaires, Finance
Lesley Walters-Sagher's BMO Nesbitt Burns Experience July 2001 - March 2003
Job Manager, Compliance at Investors Group
Industry Financial Services
Experience
Investors Group February 2015 - Present
National Bank Financial November 2011 - February 2015
Wellington West Capital Inc. March 2003 - 2011
BMO Nesbitt Burns July 2001 - March 2003
RBC Dominion Securities (previously Richardson Greenshields) June 1982 - July 2001
Skills
Microsoft Office, AML, Financial Services, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Securities, Mutual Funds, Leadership, Investments, Strategic Financial..., Investment Strategies, Banking, Financial Advisory, Investment Management, Equities, Retirement Planning, Fixed Income, Financial Planning, Options, Capital Markets, Bonds, Risk Management, Alternative Investments
Education
The University of Winnipeg 1984 — 1989
Canadian Securities Institute
Partners, Directors, Officer (PDO)
Canadian Securities Institute
Trader Training
Canadian Securities Institute
Branch Manager Course
Canadian Securities Institute
Options Supervisor
Canadian Securities Institute
Professional Financial Planning Course (PFPC)
Canadian Securities Institute
Registered Representative Examination (RR)
Canadian Securities Institute
Canadian Securities Course (CSC)
Investors Group February 2015 - Present
National Bank Financial November 2011 - February 2015
Wellington West Capital Inc. March 2003 - 2011
BMO Nesbitt Burns July 2001 - March 2003
RBC Dominion Securities (previously Richardson Greenshields) June 1982 - July 2001
Skills
Microsoft Office, AML, Financial Services, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Securities, Mutual Funds, Leadership, Investments, Strategic Financial..., Investment Strategies, Banking, Financial Advisory, Investment Management, Equities, Retirement Planning, Fixed Income, Financial Planning, Options, Capital Markets, Bonds, Risk Management, Alternative Investments
Education
The University of Winnipeg 1984 — 1989
Canadian Securities Institute
Partners, Directors, Officer (PDO)
Canadian Securities Institute
Trader Training
Canadian Securities Institute
Branch Manager Course
Canadian Securities Institute
Options Supervisor
Canadian Securities Institute
Professional Financial Planning Course (PFPC)
Canadian Securities Institute
Registered Representative Examination (RR)
Canadian Securities Institute
Canadian Securities Course (CSC)
Mark Caplan, CFA's BMO Nesbitt Burns Experience January 1997 - May 2003
Job Vice President, Senior Investment Advisor at Canaccord Financial
Industry Investment Management
Experience
Canaccord Financial May 2003 - Present
BMO Nesbitt Burns January 1997 - May 2003
Skills
Equities, Investment Strategies, Financial Advisory, Portfolio Management, Investment Banking, Wealth Management, Mutual Funds, Capital Markets, Fixed Income, Investments, Equity Research, Asset Management
Education
The University of British Columbia
B.Comm, Finance
Canaccord Financial May 2003 - Present
BMO Nesbitt Burns January 1997 - May 2003
Skills
Equities, Investment Strategies, Financial Advisory, Portfolio Management, Investment Banking, Wealth Management, Mutual Funds, Capital Markets, Fixed Income, Investments, Equity Research, Asset Management
Education
The University of British Columbia
B.Comm, Finance
Kwan, Stephen's BMO Nesbitt Burns Experience March 2006 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns March 2006 - Present
Skills
Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Equities, Strategic Financial..., Asset Management, Securities
Education
The Chinese University of Hong Kong
BA, Business Administration
BMO Nesbitt Burns March 2006 - Present
Skills
Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Equities, Strategic Financial..., Asset Management, Securities
Education
The Chinese University of Hong Kong
BA, Business Administration
Richard Woodward's BMO Nesbitt Burns Experience July 1996 - October 1998
Job Regional Managing Principal, Strategic Clients at Deloitte (retired June 1, 2013)
Industry Oil & Energy
Experience
WECC January 2014 - Present
UCLA Anderson School September 2013 - Present
Lawrence Hall of Science, Berkeley January 2008 - Present
University of Calgary June 1994 - Present
Deloitte January 2010 - June 2013
Deloitte January 2005 - June 2013
Deloitte October 1998 - June 2013
Deloitte Consulting 1998 - June 2013
BMO Nesbitt Burns July 1996 - October 1998
Canadian Association of Petroleum Producers May 1994 - June 1996
Education
University of Exeter 1977 — 1980
PhD, Economics
The London School of Economics and Political Science (LSE) 1973 — 1974
Msc, Economics
University of Pennsylvania - The Wharton School 1968 — 1972
Bsc in Econ and Fnce, Economics, Finance
WECC January 2014 - Present
UCLA Anderson School September 2013 - Present
Lawrence Hall of Science, Berkeley January 2008 - Present
University of Calgary June 1994 - Present
Deloitte January 2010 - June 2013
Deloitte January 2005 - June 2013
Deloitte October 1998 - June 2013
Deloitte Consulting 1998 - June 2013
BMO Nesbitt Burns July 1996 - October 1998
Canadian Association of Petroleum Producers May 1994 - June 1996
Education
University of Exeter 1977 — 1980
PhD, Economics
The London School of Economics and Political Science (LSE) 1973 — 1974
Msc, Economics
University of Pennsylvania - The Wharton School 1968 — 1972
Bsc in Econ and Fnce, Economics, Finance
William Liley's BMO Nesbitt Burns Experience September 2015 - Present
Job Associate Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns September 2015 - Present
RBC Dominion Securities 2010 - Present
Education
Canadian Securities Institute 2008 — 2013
Eric Hamber Secondary
Simon Fraser University
BMO Nesbitt Burns September 2015 - Present
RBC Dominion Securities 2010 - Present
Education
Canadian Securities Institute 2008 — 2013
Eric Hamber Secondary
Simon Fraser University
Canace Chen's BMO Nesbitt Burns Experience
Job Investment Representative at BMO Nesbitt Burns
Industry Investment Banking
Experience
BMO Nesbitt Burns
Skills
Wealth Management
Education
The University of British Columbia 2000 — 2004
B. Sc., Biochemistry
BMO Nesbitt Burns
Skills
Wealth Management
Education
The University of British Columbia 2000 — 2004
B. Sc., Biochemistry
Gregory Cesca's BMO Nesbitt Burns Experience 2002 - 2004
Job Managing Partner at Cesca Capital LLC
Industry Venture Capital & Private Equity
Experience
Cesca Capital LLC January 2013 - Present
Sea Gull Lighting Products LLC April 2011 - December 2012
Amsted Industries 2006 - 2011
BMO Nesbitt Burns 2002 - 2004
ABN AMRO Bank N.V. (transitioned with same banking team to GE Capital) 1999 - 2002
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Strategic Management & Finance
Colgate University 1995 — 1999
Bachelor of Arts (B.A.), Cum Laude
Cesca Capital LLC January 2013 - Present
Sea Gull Lighting Products LLC April 2011 - December 2012
Amsted Industries 2006 - 2011
BMO Nesbitt Burns 2002 - 2004
ABN AMRO Bank N.V. (transitioned with same banking team to GE Capital) 1999 - 2002
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Strategic Management & Finance
Colgate University 1995 — 1999
Bachelor of Arts (B.A.), Cum Laude
Shane Jorgenson's BMO Nesbitt Burns Experience June 1986 - Present
Job VP at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns June 1986 - Present
Dominion Securities Pitfield September 1984 - June 1986
Skills
Equities, Mutual Funds, Portfolio Management, Investment Advisory, Investments, Retirement Planning, Fixed Income, Securities, Investment Strategies, Asset Allocation, Capital Markets, ETFs, Asset Managment, Alternative Investments, Strategic Financial..., Bonds, Wealth Management..., Retirement, High Net Worth..., Investment Management, Financial Advisory
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Marketing
BMO Nesbitt Burns June 1986 - Present
Dominion Securities Pitfield September 1984 - June 1986
Skills
Equities, Mutual Funds, Portfolio Management, Investment Advisory, Investments, Retirement Planning, Fixed Income, Securities, Investment Strategies, Asset Allocation, Capital Markets, ETFs, Asset Managment, Alternative Investments, Strategic Financial..., Bonds, Wealth Management..., Retirement, High Net Worth..., Investment Management, Financial Advisory
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Marketing
Kenzy Ho's BMO Nesbitt Burns Experience July 2009 - Present
Job Banking Professional
Industry Banking
Experience
BMO Nesbitt Burns July 2009 - Present
Citigroup Global Markets December 2002 - April 2008
Standard Chartered Bank April 2002 - August 2002
2cube Securities Limited April 2000 - January 2002
Wing Hang Credit Limited April 1999 - April 2000
Hong Kong Communications Equipment Co., Ltd September 1998 - February 1999
Education
The University of British Columbia 1994 — 1998
Bachelor of Commerce, Finance
Prince of Wales Secondary School 1989 — 1994
BMO Nesbitt Burns July 2009 - Present
Citigroup Global Markets December 2002 - April 2008
Standard Chartered Bank April 2002 - August 2002
2cube Securities Limited April 2000 - January 2002
Wing Hang Credit Limited April 1999 - April 2000
Hong Kong Communications Equipment Co., Ltd September 1998 - February 1999
Education
The University of British Columbia 1994 — 1998
Bachelor of Commerce, Finance
Prince of Wales Secondary School 1989 — 1994
Marc Chaput's BMO Nesbitt Burns Experience November 2004 - January 2006
Job Finance, Business Development, Communications
Industry Financial Services
Experience
MConsult 2008 - Present
Canadian Royalties (TSX:CZZ) 2008 - 2008
Banque Laurentienne January 2006 - October 2007
BMO Nesbitt Burns November 2004 - January 2006
Schneider Electric January 2003 - August 2004
Netmeasure Technology September 1998 - December 2002
Hewlett-Packard 1994 - 1998
Thomson Carswell 1991 - 1994
Skills
Competitive Analysis, Investor Relations, Marketing Strategy, Analysis, Financial Markets, Securities, Mergers, Corporate Finance, Investments, Financial Analysis, Business Strategy, Start-ups, Entrepreneurship, Management, Mergers & Acquisitions, Financial Services, Wealth Management, Strategy, Investment Strategies, CRM, Leadership, Asset Management, Finance, Marketing, Business Development, Product Development, Strategic Planning, Due Diligence
Education
Canadian Securities Institute 2003 — 2007
CSI, CPH, PFP
Université du Québec à Montréal 1991 — 1993
Diploma
University of Guelph 1981 — 1985
Honors BA
Ecole Active Bilingue (EAB) Paris, FR 1972 — 1981
Bac B
MConsult 2008 - Present
Canadian Royalties (TSX:CZZ) 2008 - 2008
Banque Laurentienne January 2006 - October 2007
BMO Nesbitt Burns November 2004 - January 2006
Schneider Electric January 2003 - August 2004
Netmeasure Technology September 1998 - December 2002
Hewlett-Packard 1994 - 1998
Thomson Carswell 1991 - 1994
Skills
Competitive Analysis, Investor Relations, Marketing Strategy, Analysis, Financial Markets, Securities, Mergers, Corporate Finance, Investments, Financial Analysis, Business Strategy, Start-ups, Entrepreneurship, Management, Mergers & Acquisitions, Financial Services, Wealth Management, Strategy, Investment Strategies, CRM, Leadership, Asset Management, Finance, Marketing, Business Development, Product Development, Strategic Planning, Due Diligence
Education
Canadian Securities Institute 2003 — 2007
CSI, CPH, PFP
Université du Québec à Montréal 1991 — 1993
Diploma
University of Guelph 1981 — 1985
Honors BA
Ecole Active Bilingue (EAB) Paris, FR 1972 — 1981
Bac B
Jason Armstrong's BMO Nesbitt Burns Experience February 2011 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Oil & Energy
Experience
BMO Nesbitt Burns February 2011 - Present
Orion Oil & Gas February 2010 - February 2011
Ferus Inc. February 2005 - February 2010
Skills
Financial Analysis, Financial Reporting, Financial Accounting, IPO, Accounting, Internal Controls, Financial Modeling, Corporate Finance, Auditing, Business Valuation, IFRS, Tax, Portfolio Management, Personal Financial..., Investments
Education
CA-Chartered Accountant 2000 — 2003
CA, Accounting and Finance
University of Saskatchewan 2001 — 2002
MPAcc, Accounting
University of Alberta 1996 — 2001
Bachelor of Commerce (B.Com.), Finance and Accounting
BMO Nesbitt Burns February 2011 - Present
Orion Oil & Gas February 2010 - February 2011
Ferus Inc. February 2005 - February 2010
Skills
Financial Analysis, Financial Reporting, Financial Accounting, IPO, Accounting, Internal Controls, Financial Modeling, Corporate Finance, Auditing, Business Valuation, IFRS, Tax, Portfolio Management, Personal Financial..., Investments
Education
CA-Chartered Accountant 2000 — 2003
CA, Accounting and Finance
University of Saskatchewan 2001 — 2002
MPAcc, Accounting
University of Alberta 1996 — 2001
Bachelor of Commerce (B.Com.), Finance and Accounting
Doodmatie Jagnanan's BMO Nesbitt Burns Experience June 2012 - August 2012
Job Training Coordinator at Investors Group, Toronto General Office
Industry Financial Services
Experience
Investors Group, Toronto General Office February 2015 - Present
Investors Group, Toronto General Office September 2013 - January 2015
BMO Nesbitt Burns June 2012 - August 2012
Skills
Administrative..., Outlook, Spreadsheets, Data Entry, Microsoft Excel, Microsoft Word, PowerPoint, Access, Office Administration, Customer Service, Microsoft Office, Time Management, Personal Financial..., Insurance, Investments, Tax, Mortgage, Economics, Team Management, Research, Law, Finance
Education
Seneca College of Applied Arts and Technology 2009 — 2013
Bachelor of Commerce (B.Com.), Financial Service Management
Investors Group, Toronto General Office February 2015 - Present
Investors Group, Toronto General Office September 2013 - January 2015
BMO Nesbitt Burns June 2012 - August 2012
Skills
Administrative..., Outlook, Spreadsheets, Data Entry, Microsoft Excel, Microsoft Word, PowerPoint, Access, Office Administration, Customer Service, Microsoft Office, Time Management, Personal Financial..., Insurance, Investments, Tax, Mortgage, Economics, Team Management, Research, Law, Finance
Education
Seneca College of Applied Arts and Technology 2009 — 2013
Bachelor of Commerce (B.Com.), Financial Service Management
Trevor Alto's BMO Nesbitt Burns Experience July 2010 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
BMO Nesbitt Burns July 2010 - Present
Education
The University of British Columbia 2001 — 2004
BHK
BMO Nesbitt Burns July 2010 - Present
Education
The University of British Columbia 2001 — 2004
BHK
Garfield Rhoden's BMO Nesbitt Burns Experience September 1997 - September 2001
Job at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group July 2008 - Present
BMO Financial Group August 2001 - June 2008
BMO Nesbitt Burns September 1997 - September 2001
Skills
Back Office, Fidessa, Fixed Income, Trading Systems, Equities, Capital Markets
Education
Seneca College of Applied Arts and Technology
BMO Financial Group July 2008 - Present
BMO Financial Group August 2001 - June 2008
BMO Nesbitt Burns September 1997 - September 2001
Skills
Back Office, Fidessa, Fixed Income, Trading Systems, Equities, Capital Markets
Education
Seneca College of Applied Arts and Technology
Isabelle Reid's BMO Nesbitt Burns Experience September 1993 - Present
Job Gestionnaire de Portefeuille Associée Associate Portfolio Manager Wealth Advisor chez BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns September 1993 - Present
Women of Influence Inc. 2008 - 2014
Women of Influence Inc. 2008 - 2014
DEA 1996 - 2013
Skills
Gestion de patrimoine
Education
Queen Mary and Westfield College, University of London, England 1991 — 1992
International Business Law
Université Laval 1986 — 1990
LLB, DDN, Droit
Pensionnat du St-Nom-de- Marie, Outremont 1979 — 1984
DES
BMO Nesbitt Burns September 1993 - Present
Women of Influence Inc. 2008 - 2014
Women of Influence Inc. 2008 - 2014
DEA 1996 - 2013
Skills
Gestion de patrimoine
Education
Queen Mary and Westfield College, University of London, England 1991 — 1992
International Business Law
Université Laval 1986 — 1990
LLB, DDN, Droit
Pensionnat du St-Nom-de- Marie, Outremont 1979 — 1984
DES
Eva Dimasuay Galang's BMO Nesbitt Burns Experience May 2000 - August 2004
Job Paraprofessional at Denver Public Schools
Industry Education Management
Experience
Scholars Unlimited (formerly known as Summer Scholars) October 2010 - January 2015
Denver Public Schools August 2010 - January 2012
Toronto Catholic District School Board September 2005 - July 2009
BMO Nesbitt Burns May 2000 - August 2004
Education
University of Toronto - Ontario Institute for Studies in Education 2004 — 2005
BEd
Seneca College of Applied Arts and Technology 2003 — 2004
Certificate
York University 1996 — 2000
BA
Scholars Unlimited (formerly known as Summer Scholars) October 2010 - January 2015
Denver Public Schools August 2010 - January 2012
Toronto Catholic District School Board September 2005 - July 2009
BMO Nesbitt Burns May 2000 - August 2004
Education
University of Toronto - Ontario Institute for Studies in Education 2004 — 2005
BEd
Seneca College of Applied Arts and Technology 2003 — 2004
Certificate
York University 1996 — 2000
BA
Jennifer Adachi's BMO Nesbitt Burns Experience May 2001 - November 2001
Job Senior Management Level Academic and Corporate Support
Industry Higher Education
Experience
Vancouver Community College December 2011 - Present
Iridia Medical September 2006 - April 2012
Providence Health Care October 2003 - April 2006
Providence Health Care November 2002 - October 2003
BMO Nesbitt Burns May 2001 - November 2001
City of Vancouver October 2000 - April 2001
City of Vancouver February 1994 - January 1999
Selnate International School March 1996 - September 1998
Skills
Workshop Facilitation, Adult Education, Event Planning, Customer Service, Psychology, Time Management, Strategic Planning, Technical Writing, Microsoft Office, Public Speaking, Teaching, Higher Education, Crisis Intervention, Office Administration, Career Counseling, Volunteer Management, Program Development, Staff Development, Small Business, Critical Thinking, Teaching English as a..., First Aid, Animal Behavior, Streamlining Operations, Establishing Systems, Project Coordination, Oral & Written..., Web Design, Adobe Creative Suite, Desktop Publishing, Payroll, Accounts Payable, Accounts Receivable, Scribe, Database Administration, Medical Transcription, Social Networking, Leadership, Leadership Development, Curriculum Design, Instructional Design, Training, Minute Taking, Project Management, Project
Education
British Columbia Institute of Technology 2001 — 2012
Senior Management Certificate, New Media, CD Rom & Web Development, HONORS
The University of British Columbia 1986 — 1991
Bachelor's Degree, French Language and Literature/Art History
Vancouver Community College December 2011 - Present
Iridia Medical September 2006 - April 2012
Providence Health Care October 2003 - April 2006
Providence Health Care November 2002 - October 2003
BMO Nesbitt Burns May 2001 - November 2001
City of Vancouver October 2000 - April 2001
City of Vancouver February 1994 - January 1999
Selnate International School March 1996 - September 1998
Skills
Workshop Facilitation, Adult Education, Event Planning, Customer Service, Psychology, Time Management, Strategic Planning, Technical Writing, Microsoft Office, Public Speaking, Teaching, Higher Education, Crisis Intervention, Office Administration, Career Counseling, Volunteer Management, Program Development, Staff Development, Small Business, Critical Thinking, Teaching English as a..., First Aid, Animal Behavior, Streamlining Operations, Establishing Systems, Project Coordination, Oral & Written..., Web Design, Adobe Creative Suite, Desktop Publishing, Payroll, Accounts Payable, Accounts Receivable, Scribe, Database Administration, Medical Transcription, Social Networking, Leadership, Leadership Development, Curriculum Design, Instructional Design, Training, Minute Taking, Project Management, Project
Education
British Columbia Institute of Technology 2001 — 2012
Senior Management Certificate, New Media, CD Rom & Web Development, HONORS
The University of British Columbia 1986 — 1991
Bachelor's Degree, French Language and Literature/Art History
Denes Wurdits's BMO Nesbitt Burns Experience May 2015 - Present
Job Investment Representative at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2015 - Present
RBC Dominion Securities January 2011 - August 2014
BMO InvestorLine June 2007 - December 2010
Scotiabank June 2006 - May 2007
Wells Fargo June 2005 - May 2006
Sears & Co. November 1998 - May 2005
Skills
Mutual Funds, Wealth Management, Investments, Securities, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning, Portfolio Management, Bonds, Derivatives, Options, Banking, Fixed Income, Canadian Securities..., Electronic Trading, Trading Systems, Wealth Management..., Investment Management, Financial Risk, ETFs, Asset Allocation, Equity Trading, Trading, Relationship Management, Loans, Mortgage Lending, Finance, Financial Planning
Education
Canadian Securities Institute 2007 — 2013
Completed CSC, CPH, DFC, OLC, WME, IMT
Sheridan College 2003 — 2004
CPF, Financial Planning
Sheridan College 1999 — 2003
Business Administration, Finance, General
BMO Nesbitt Burns May 2015 - Present
RBC Dominion Securities January 2011 - August 2014
BMO InvestorLine June 2007 - December 2010
Scotiabank June 2006 - May 2007
Wells Fargo June 2005 - May 2006
Sears & Co. November 1998 - May 2005
Skills
Mutual Funds, Wealth Management, Investments, Securities, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning, Portfolio Management, Bonds, Derivatives, Options, Banking, Fixed Income, Canadian Securities..., Electronic Trading, Trading Systems, Wealth Management..., Investment Management, Financial Risk, ETFs, Asset Allocation, Equity Trading, Trading, Relationship Management, Loans, Mortgage Lending, Finance, Financial Planning
Education
Canadian Securities Institute 2007 — 2013
Completed CSC, CPH, DFC, OLC, WME, IMT
Sheridan College 2003 — 2004
CPF, Financial Planning
Sheridan College 1999 — 2003
Business Administration, Finance, General
Katherine Kirkpatrick's BMO Nesbitt Burns Experience December 2007 - April 2009
Job Certified Staffing Consultant at Randstad Canada
Industry Staffing and Recruiting
Experience
Randstad Canada December 2010 - Present
Kelsey's Restaurant January 2009 - June 2011
BMO Nesbitt Burns December 2007 - April 2009
N-Brook Mortgage Group August 2006 - December 2007
Skills
Recruiting, Contract Recruitment, Cold Calling, Business Development, Talent Acquisition, Staffing Services, Temporary Staffing, Permanent Placement, Sourcing, Screening Resumes, Phone Screening, Internet Recruiting, Talent Management, Employee Relations, Reference Checking, Resume Writing, Job Fairs, Job Descriptions, Job Coaching, Behavioral Interviewing, New Hire Orientations, New Hire Paperwork, Full-life Cycle..., Background Checks, Performance Management, Account Management, Competency Based..., Candidate Generation, Sales Presentations, Temporary Placement, Interviews, Screening, Building Relationships, Hiring, Applicant Tracking..., Recruitment Advertising, Employer Branding, Executive Search, Relationship Building
Education
Sheridan College 2004 — 2006
Diploma, Advertising
ODSS
York University
Psychology, Communications
Randstad Canada December 2010 - Present
Kelsey's Restaurant January 2009 - June 2011
BMO Nesbitt Burns December 2007 - April 2009
N-Brook Mortgage Group August 2006 - December 2007
Skills
Recruiting, Contract Recruitment, Cold Calling, Business Development, Talent Acquisition, Staffing Services, Temporary Staffing, Permanent Placement, Sourcing, Screening Resumes, Phone Screening, Internet Recruiting, Talent Management, Employee Relations, Reference Checking, Resume Writing, Job Fairs, Job Descriptions, Job Coaching, Behavioral Interviewing, New Hire Orientations, New Hire Paperwork, Full-life Cycle..., Background Checks, Performance Management, Account Management, Competency Based..., Candidate Generation, Sales Presentations, Temporary Placement, Interviews, Screening, Building Relationships, Hiring, Applicant Tracking..., Recruitment Advertising, Employer Branding, Executive Search, Relationship Building
Education
Sheridan College 2004 — 2006
Diploma, Advertising
ODSS
York University
Psychology, Communications
Patrick Wolfe's BMO Nesbitt Burns Experience November 1983 - June 1996
Job Instructor at BCIT
Industry Higher Education
Experience
BCIT September 2008 - Present
Simon Fraser University August 2015 - Present
Accel-Rx Health Sciences Accelerator April 2015 - Present
CDRD Ventures Inc. November 2009 - July 2015
Raymond James Ltd. August 1998 - June 2008
BMO Nesbitt Burns November 1983 - June 1996
Skills
Research, Strategic Planning, Data Analysis, Finance, Corporate Finance, Auditing, Financial Analysis, Financial Reporting, PowerPoint, Financial Accounting
Education
Canadian Institute of Chartered Business Valuators
Chartered Business Valuator
The University of Western Ontario 1981 — 1983
Master of Business Administration (MBA) (Honours)
Simon Fraser University
Bachelor of Arts (Honours), Economics
BCIT September 2008 - Present
Simon Fraser University August 2015 - Present
Accel-Rx Health Sciences Accelerator April 2015 - Present
CDRD Ventures Inc. November 2009 - July 2015
Raymond James Ltd. August 1998 - June 2008
BMO Nesbitt Burns November 1983 - June 1996
Skills
Research, Strategic Planning, Data Analysis, Finance, Corporate Finance, Auditing, Financial Analysis, Financial Reporting, PowerPoint, Financial Accounting
Education
Canadian Institute of Chartered Business Valuators
Chartered Business Valuator
The University of Western Ontario 1981 — 1983
Master of Business Administration (MBA) (Honours)
Simon Fraser University
Bachelor of Arts (Honours), Economics
Angela DeGrace, CFA, CFP's BMO Nesbitt Burns Experience 2000 - 2003
Job Assoc Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy April 2003 - Present
BMO Nesbitt Burns 2000 - 2003
Skills
Certified Financial..., Options, High Net Worth..., Securities, Retirement, Trading
Education
Simon Fraser University 2015 — 2019
Bachelor of Business Administration (BBA), Finance, Data Management
FPSC 2009 — 2009
Certified Financial Planner, Financial Planning
CFA Institute 1998 — 2001
CFA Designation, Finance
CIBC Wood Gundy April 2003 - Present
BMO Nesbitt Burns 2000 - 2003
Skills
Certified Financial..., Options, High Net Worth..., Securities, Retirement, Trading
Education
Simon Fraser University 2015 — 2019
Bachelor of Business Administration (BBA), Finance, Data Management
FPSC 2009 — 2009
Certified Financial Planner, Financial Planning
CFA Institute 1998 — 2001
CFA Designation, Finance
sylvie st-amour's BMO Nesbitt Burns Experience August 2000 - Present
Job Conseiller en placement, Pl. Financier chez BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns August 2000 - Present
ING January 1982 - May 2000
Skills
Investissements, Fonds mutuel, Conseil en..., Planification...
Education
Université du Québec à Montréal
BAA
BMO Nesbitt Burns August 2000 - Present
ING January 1982 - May 2000
Skills
Investissements, Fonds mutuel, Conseil en..., Planification...
Education
Université du Québec à Montréal
BAA
Claude Forget's BMO Nesbitt Burns Experience February 1992 - November 1998
Job
Industry Investment Management
Experience
Financière Banque Nationale March 2013 - Present
Financière Banque Nationale November 1998 - February 2013
BMO Nesbitt Burns February 1992 - November 1998
ScotiaMcLeod June 1988 - February 1992
Skills
Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement Planning, Asset Management, Investment Advisory, Equities, Fixed Income, Strategic Financial..., Investment Strategies, Microsoft Excel
Education
Université de Montréal / University of Montreal 1984 — 1987
Baccalauréat, Sciences Politiques
Collège Lionel-Groulx 1981 — 1984
DEC, Lettres
Financière Banque Nationale March 2013 - Present
Financière Banque Nationale November 1998 - February 2013
BMO Nesbitt Burns February 1992 - November 1998
ScotiaMcLeod June 1988 - February 1992
Skills
Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement Planning, Asset Management, Investment Advisory, Equities, Fixed Income, Strategic Financial..., Investment Strategies, Microsoft Excel
Education
Université de Montréal / University of Montreal 1984 — 1987
Baccalauréat, Sciences Politiques
Collège Lionel-Groulx 1981 — 1984
DEC, Lettres
Gigi Yiu's BMO Nesbitt Burns Experience 1999 - 2000
Job
Industry Financial Services
Experience
Richardson GMP 2013 - June 2014
Macquarie Group 2008 - 2013
ScotiaMcLeod February 2001 - April 2008
BMO Nesbitt Burns 1999 - 2000
Education
Simon Fraser University
Bachelor's degree, Economics
Richardson GMP 2013 - June 2014
Macquarie Group 2008 - 2013
ScotiaMcLeod February 2001 - April 2008
BMO Nesbitt Burns 1999 - 2000
Education
Simon Fraser University
Bachelor's degree, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.