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
Milos Pejovic, B.A., FMA, CIM, FCSI Milos Pejovic, B.A., FMA, CIM, FCSI's BMO Nesbitt Burns Experience December 1999 - July 2004
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities July 2004 - Present
BMO Nesbitt Burns December 1999 - July 2004
Skills
Wealth Management, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Wealth Management..., Asset Management, Mutual Funds, Banking, Estate Planning, Securities, ETFs, Investment Policy, Loans, Credit, Financial Advisory, Finance, Insurance, Investment Management, Financial Planning, Private Banking, Mortgage Lending, Commercial Banking, Residential Mortgages, Investment Advisory, Investment Strategies, Wealth, Fixed Income, Alternative Investments, Equities, High Net Worth..., Bonds, Certified Financial..., Hedge Funds, Structured Products, Financial Markets, Private Wealth...
Education
Jamestown College 1992 — 1996
Bachelor of Arts, History, Economics
Robert Usher Colliegiate 1988 — 1992
High School
RBC Dominion Securities July 2004 - Present
BMO Nesbitt Burns December 1999 - July 2004
Skills
Wealth Management, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Wealth Management..., Asset Management, Mutual Funds, Banking, Estate Planning, Securities, ETFs, Investment Policy, Loans, Credit, Financial Advisory, Finance, Insurance, Investment Management, Financial Planning, Private Banking, Mortgage Lending, Commercial Banking, Residential Mortgages, Investment Advisory, Investment Strategies, Wealth, Fixed Income, Alternative Investments, Equities, High Net Worth..., Bonds, Certified Financial..., Hedge Funds, Structured Products, Financial Markets, Private Wealth...
Education
Jamestown College 1992 — 1996
Bachelor of Arts, History, Economics
Robert Usher Colliegiate 1988 — 1992
High School
Garett Surcon Garett Surcon's BMO Nesbitt Burns Experience October 1997 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns October 1997 - Present
Skills
Investment Advisory, Retirement Planning, Mutual Funds, Banking, Wealth Management, Strategic Financial..., Segregated Funds, Wealth, Financial Advisory, Investment Strategies, RRSP, Retirement, Portfolio Management, Management, Alternative Investments, Investment Management, Modern Portfolio Theory, ETFs, Tactical Asset..., Estate Planning, Income for Life, Succession Planning, Asset Allocation, High Net Worth..., Securities, Financial Services, Individual Pension Plans, Asset Managment, Trading, Investments, Financial Planners, RESP, Canadian Securities..., Mortgage Lending, Wealth Accumulation, Options, Money Management, Fixed Income Portfolio..., Wealth Management..., Tax Efficiency, Fixed Income, Strategic Planning, Finance, Personal Financial..., Critical Illness
Education
University of Manitoba 1991 — 1995
Bachelor of Commerce, Finance
BMO Nesbitt Burns October 1997 - Present
Skills
Investment Advisory, Retirement Planning, Mutual Funds, Banking, Wealth Management, Strategic Financial..., Segregated Funds, Wealth, Financial Advisory, Investment Strategies, RRSP, Retirement, Portfolio Management, Management, Alternative Investments, Investment Management, Modern Portfolio Theory, ETFs, Tactical Asset..., Estate Planning, Income for Life, Succession Planning, Asset Allocation, High Net Worth..., Securities, Financial Services, Individual Pension Plans, Asset Managment, Trading, Investments, Financial Planners, RESP, Canadian Securities..., Mortgage Lending, Wealth Accumulation, Options, Money Management, Fixed Income Portfolio..., Wealth Management..., Tax Efficiency, Fixed Income, Strategic Planning, Finance, Personal Financial..., Critical Illness
Education
University of Manitoba 1991 — 1995
Bachelor of Commerce, Finance
Darren Patrick, CFA Darren Patrick, CFA's BMO Nesbitt Burns Experience June 1998 - August 2001
Job Director Relationship Management at MFS Investment Management
Industry Investment Management
Experience
Promerita Group April 2014 - December 2014
Aon Hewitt February 2012 - January 2014
Aon Hewitt February 2006 - February 2012
Towers Watson August 2004 - December 2005
TELUS August 2002 - August 2004
BMO Nesbitt Burns June 1998 - August 2001
Education
CFA Institute 2001 — 2003
CFA
University of Manitoba 1992 — 1997
B.Sc; BComm
St. Paul's High School
Promerita Group April 2014 - December 2014
Aon Hewitt February 2012 - January 2014
Aon Hewitt February 2006 - February 2012
Towers Watson August 2004 - December 2005
TELUS August 2002 - August 2004
BMO Nesbitt Burns June 1998 - August 2001
Education
CFA Institute 2001 — 2003
CFA
University of Manitoba 1992 — 1997
B.Sc; BComm
St. Paul's High School
Cynthia Daley Cynthia Daley's BMO Nesbitt Burns Experience 2010 - Present
Job CFP®, Investment Advisor BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns 2010 - Present
Shorefast Foundation (www.shorefast.org) 2007 - 2009
MDS Nordion, Quake Semiconductor, Entrust Techologies & Nortel 1988 - 2006
Education
CERTIFIED FINANCIAL PLANNER® designation (Financial Planning Standards Council)
CERTIFIED FINANCIAL PLANNER®
Memorial Univ. of Newfoundland (Electrical Engineering)
Bachelor of Engineering (B Eng); Electrical Engineering, Electrical and Electronics Engineering
University of Ottawa / Université d'Ottawa
BMO Nesbitt Burns 2010 - Present
Shorefast Foundation (www.shorefast.org) 2007 - 2009
MDS Nordion, Quake Semiconductor, Entrust Techologies & Nortel 1988 - 2006
Education
CERTIFIED FINANCIAL PLANNER® designation (Financial Planning Standards Council)
CERTIFIED FINANCIAL PLANNER®
Memorial Univ. of Newfoundland (Electrical Engineering)
Bachelor of Engineering (B Eng); Electrical Engineering, Electrical and Electronics Engineering
University of Ottawa / Université d'Ottawa
Alan Hamilton, B.Sc., PFP Alan Hamilton, B.Sc., PFP's BMO Nesbitt Burns Experience
Job Wealth Advisor & Financial Planner at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Mutual Funds, Financial Planners, Wealth Management, Financial Advisory, Investment Strategies, Investment Advisory, Retirement, Asset Allocation, Finance, Critical Illness, Wealth, Financial Planning, Strategic Planning, Strategy
Education
University of Idaho
B.Sc., Marketing and Management
BMO Nesbitt Burns
Skills
Retirement Planning, Estate Planning, Investments, Strategic Financial..., Mutual Funds, Financial Planners, Wealth Management, Financial Advisory, Investment Strategies, Investment Advisory, Retirement, Asset Allocation, Finance, Critical Illness, Wealth, Financial Planning, Strategic Planning, Strategy
Education
University of Idaho
B.Sc., Marketing and Management
Alina Oprea Alina Oprea's BMO Nesbitt Burns Experience April 2011 - Present
Job Investment Representative at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns April 2011 - Present
Mackie Research Capital June 2009 - April 2011
Skills
Investments
Education
The University of Calgary 2003 — 2008
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
CFA Institute
2013 Level III Candidate in the CFA Program
BMO Nesbitt Burns April 2011 - Present
Mackie Research Capital June 2009 - April 2011
Skills
Investments
Education
The University of Calgary 2003 — 2008
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
CFA Institute
2013 Level III Candidate in the CFA Program
Grant White's BMO Nesbitt Burns Experience March 2008 - October 2008
Job Investment Advisor CIM, B. Comm. (hons) CGW Family Wealth Management Group
Industry Financial Services
Experience
National Bank Financial April 2012 - Present
St. Paul's High School Alumni Association Board July 2014 - Present
Manitoba Club 2014 - Present
St. Paul's High School 2009 - November 2013
Wellington West October 2008 - April 2012
BMO Nesbitt Burns March 2008 - October 2008
Airsource Rogers Wireless January 2003 - March 2006
Skills
Financial Planning, Insurance Planning, Investment Strategies, Portfolio Management, Retirement Planning, Disability Insurance, Financial Analysis, Wealth Management, Estate Planning, Mutual Funds, Mortgage Lending, stocks, Exchange Traded Funds, Bonds, Hedge Funds, Alternative Investments, Individual Pension Plans, Tax Efficiency, Life Insurance, Critical illness..., Employee Benefits, Strategic Financial..., Financial Advisory, Investment Advisory
Education
University of Manitoba 2003 — 2008
Bachelor of Commerce (hons.), Finance and Financial Management Services
St. Paul's High School 1998 — 2002
High School Diploma, Sciences, Language Arts, Calculus, Silver Medal Award - Class Honors
National Bank Financial April 2012 - Present
St. Paul's High School Alumni Association Board July 2014 - Present
Manitoba Club 2014 - Present
St. Paul's High School 2009 - November 2013
Wellington West October 2008 - April 2012
BMO Nesbitt Burns March 2008 - October 2008
Airsource Rogers Wireless January 2003 - March 2006
Skills
Financial Planning, Insurance Planning, Investment Strategies, Portfolio Management, Retirement Planning, Disability Insurance, Financial Analysis, Wealth Management, Estate Planning, Mutual Funds, Mortgage Lending, stocks, Exchange Traded Funds, Bonds, Hedge Funds, Alternative Investments, Individual Pension Plans, Tax Efficiency, Life Insurance, Critical illness..., Employee Benefits, Strategic Financial..., Financial Advisory, Investment Advisory
Education
University of Manitoba 2003 — 2008
Bachelor of Commerce (hons.), Finance and Financial Management Services
St. Paul's High School 1998 — 2002
High School Diploma, Sciences, Language Arts, Calculus, Silver Medal Award - Class Honors
Andrea Cunningham Andrea Cunningham's BMO Nesbitt Burns Experience June 1999 - October 2000
Job Financial Service Operations Manager
Industry Financial Services
Experience
Toadvine and Associates February 2011 - November 2013
Fidelity Investments March 2001 - July 2006
BMO Nesbitt Burns June 1999 - October 2000
Charles Schwab January 1998 - May 1999
North River Shores Tennis Club January 1990 - August 1996
Skills
Investments, Mutual Funds, Equities, Fixed Income, Financial Services, Financial Markets, Insurance, Options, Bonds, Fixed Annuities, Marketing, Event Management, Series 7, Series 63, Relationship Management, Securities, Accounting, Trading
Education
University of Central Florida - College of Business Administration 1996 — 1997
Master of Business Administration (M.B.A.), 3.8
University of Central Florida - College of Business Administration 1991 — 1993
Bachelor of Science (B.S.), Finance
Toadvine and Associates February 2011 - November 2013
Fidelity Investments March 2001 - July 2006
BMO Nesbitt Burns June 1999 - October 2000
Charles Schwab January 1998 - May 1999
North River Shores Tennis Club January 1990 - August 1996
Skills
Investments, Mutual Funds, Equities, Fixed Income, Financial Services, Financial Markets, Insurance, Options, Bonds, Fixed Annuities, Marketing, Event Management, Series 7, Series 63, Relationship Management, Securities, Accounting, Trading
Education
University of Central Florida - College of Business Administration 1996 — 1997
Master of Business Administration (M.B.A.), 3.8
University of Central Florida - College of Business Administration 1991 — 1993
Bachelor of Science (B.S.), Finance
Loan Gowers, BComm, CFP, FMA, FCSI Loan Gowers, BComm, CFP, FMA, FCSI's BMO Nesbitt Burns Experience May 2000 - Present
Job Investment Advisor & Financial Planner | Wealth Management is a Family Affair| www.loangowers.com
Industry Investment Management
Experience
BMO Nesbitt Burns May 2000 - Present
TD Canada Trust October 1997 - April 2000
Bank of Montreal September 1996 - October 1997
Skills
High Net Worth..., Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investment Strategies, Investments, Weatlh Advisor, Wealth Accumulation, Retirement Savings, Portfolio Management, Financial Planners, Wealth, Strategy, Investment Management, Asset Allocation, Estate Planning, Wealth Management..., Financial Services, Finance, Insurance, Mutual Funds, Retirement, Financial Advisory, Asset Management, Equities, ETFs, Financial Planning, Securities, Strategic Planning, Management, Small Business, Public Speaking
Education
Canadian Securities Institutes 2003 — 2015
Fellow of the Canadian Securities Institute (FCSI)
Alberta Insurance Council 2002 — 2015
Life - Level II (Insurance License)
Canadian Securties Institutes 2001 — 2015
Financial Management Advisor (FMA) Designation
Financial Planners Standards Council (FPSC) 1999 — 2015
Certified Financial Planner (CFP) Designation
Russell's Investments 2012 — 2013
High Speed Strategic Planning Program
BMO Nesbitt Burns 2008 — 2008
Wealth Advisor Program
The institute of Canadian Bankers 1998 — 1998
Personal Financial Counselling Diploma
University of Alberta 1990 — 1995
Bachelor of Commerce, Accounting
BMO Nesbitt Burns May 2000 - Present
TD Canada Trust October 1997 - April 2000
Bank of Montreal September 1996 - October 1997
Skills
High Net Worth..., Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investment Strategies, Investments, Weatlh Advisor, Wealth Accumulation, Retirement Savings, Portfolio Management, Financial Planners, Wealth, Strategy, Investment Management, Asset Allocation, Estate Planning, Wealth Management..., Financial Services, Finance, Insurance, Mutual Funds, Retirement, Financial Advisory, Asset Management, Equities, ETFs, Financial Planning, Securities, Strategic Planning, Management, Small Business, Public Speaking
Education
Canadian Securities Institutes 2003 — 2015
Fellow of the Canadian Securities Institute (FCSI)
Alberta Insurance Council 2002 — 2015
Life - Level II (Insurance License)
Canadian Securties Institutes 2001 — 2015
Financial Management Advisor (FMA) Designation
Financial Planners Standards Council (FPSC) 1999 — 2015
Certified Financial Planner (CFP) Designation
Russell's Investments 2012 — 2013
High Speed Strategic Planning Program
BMO Nesbitt Burns 2008 — 2008
Wealth Advisor Program
The institute of Canadian Bankers 1998 — 1998
Personal Financial Counselling Diploma
University of Alberta 1990 — 1995
Bachelor of Commerce, Accounting
Jamie Keenan Jamie Keenan's BMO Nesbitt Burns Experience May 2007 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns May 2007 - Present
BMO Financial Group November 2005 - April 2007
Mosaic Sales Solutions May 2003 - October 2005
Skills
Investments, Wealth Management, Mutual Funds, Investment Strategies, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Equities, Asset Allocation, Retirement Planning, Bonds, Finance, Financial Advisory, Wealth, Estate Planning, Marketing, Management, Financial Analysis, Capital Markets, Asset Management, Fixed Income, portfolio
Education
University of Guelph 1999 — 2003
B. COMM Honours, Economics
BMO Nesbitt Burns May 2007 - Present
BMO Financial Group November 2005 - April 2007
Mosaic Sales Solutions May 2003 - October 2005
Skills
Investments, Wealth Management, Mutual Funds, Investment Strategies, Strategic Financial..., Portfolio Management, Investment Advisory, Securities, Equities, Asset Allocation, Retirement Planning, Bonds, Finance, Financial Advisory, Wealth, Estate Planning, Marketing, Management, Financial Analysis, Capital Markets, Asset Management, Fixed Income, portfolio
Education
University of Guelph 1999 — 2003
B. COMM Honours, Economics
Brian Bernstein Brian Bernstein's BMO Nesbitt Burns Experience September 1983 - August 2005
Job Director, Wealth Management, Senior Wealth Advisor, The Bernstein Buchanan Group at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod August 2005 - Present
BMO Nesbitt Burns September 1983 - August 2005
Xerox Canada 1981 - 1983
Skills
Wealth Management, Investment Advisory, Asset Allocation, High Net Worth..., Investment Management, Investment Strategies, Retirement Planning, Mutual Funds, Estate Planning, Bonds, ETFs, Securities, Financial Planning, Retirement, Options, Fixed Income, Private Banking, Capital Markets, Financial Advisory, Alternative Investments, Equities, Portfolios
Education
University of Manitoba 1976 — 1981
B. Comm Honours, Marketing
ScotiaMcLeod August 2005 - Present
BMO Nesbitt Burns September 1983 - August 2005
Xerox Canada 1981 - 1983
Skills
Wealth Management, Investment Advisory, Asset Allocation, High Net Worth..., Investment Management, Investment Strategies, Retirement Planning, Mutual Funds, Estate Planning, Bonds, ETFs, Securities, Financial Planning, Retirement, Options, Fixed Income, Private Banking, Capital Markets, Financial Advisory, Alternative Investments, Equities, Portfolios
Education
University of Manitoba 1976 — 1981
B. Comm Honours, Marketing
Dave Irwin Dave Irwin's BMO Nesbitt Burns Experience August 2001 - June 2003
Job Director, Business Development at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ June 2013 - Present
Global Maxfin Capital Inc. June 2009 - March 2013
Tri-ad International Freight Forwarding Ltd. June 2003 - June 2009
BMO Nesbitt Burns August 2001 - June 2003
Skills
Equities, Trading, Capital Markets, Sales, Electronic Trading, Marketing, Portfolio Management, Training, Negotiation, Hedge Funds, Asset Management, Business Development, Strategic Planning, Management, Investments, Budgets, Mutual Funds
Education
University of Guelph
S&P Capital IQ June 2013 - Present
Global Maxfin Capital Inc. June 2009 - March 2013
Tri-ad International Freight Forwarding Ltd. June 2003 - June 2009
BMO Nesbitt Burns August 2001 - June 2003
Skills
Equities, Trading, Capital Markets, Sales, Electronic Trading, Marketing, Portfolio Management, Training, Negotiation, Hedge Funds, Asset Management, Business Development, Strategic Planning, Management, Investments, Budgets, Mutual Funds
Education
University of Guelph
Azalea Villaranda Azalea Villaranda's BMO Nesbitt Burns Experience September 2007 - July 2012
Job CEO, Cofounder at Heart2Art.ca
Industry Health, Wellness and Fitness
Experience
Heart2Art.ca January 2013 - Present
YMCA Canada April 2007 - July 2013
BMO Nesbitt Burns September 2007 - July 2012
St. John the Compassionate Mission 2010 - 2011
Harbourfront Centre 2009 - 2010
Luminato 2009 - 2010
York University, Biology Department November 2006 - April 2007
Schulich School of Business, York University March 2006 - September 2006
Accident Support Services Int'l Ltd. March 2005 - January 2006
The Hincks-Dellcrest Treatment Centre 2005 - 2005
Skills
Mutual Funds, Segregated Funds, Investment Strategies, Retirement, Strategic Financial..., Wealth, Canadian Securities..., Asset Allocation, Investments, Estate Planning, ETFs, Securities, Coaching, Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Philanthropy, Interviews, Public Speaking, Strategic Planning
Education
York University 2003 — 2008
Bachelor of Arts (B.A.), Psychology
University of Santo Tomas 1999 — 2000
Faculty of Arts and Letters- Journalism
Landmark Education
Curriculum for living
European Graduate School
Master of Arts (M.A.), Expressive Arts Therapy
ISIS Canada
Expressive Arts Therapy
Heart2Art.ca January 2013 - Present
YMCA Canada April 2007 - July 2013
BMO Nesbitt Burns September 2007 - July 2012
St. John the Compassionate Mission 2010 - 2011
Harbourfront Centre 2009 - 2010
Luminato 2009 - 2010
York University, Biology Department November 2006 - April 2007
Schulich School of Business, York University March 2006 - September 2006
Accident Support Services Int'l Ltd. March 2005 - January 2006
The Hincks-Dellcrest Treatment Centre 2005 - 2005
Skills
Mutual Funds, Segregated Funds, Investment Strategies, Retirement, Strategic Financial..., Wealth, Canadian Securities..., Asset Allocation, Investments, Estate Planning, ETFs, Securities, Coaching, Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Philanthropy, Interviews, Public Speaking, Strategic Planning
Education
York University 2003 — 2008
Bachelor of Arts (B.A.), Psychology
University of Santo Tomas 1999 — 2000
Faculty of Arts and Letters- Journalism
Landmark Education
Curriculum for living
European Graduate School
Master of Arts (M.A.), Expressive Arts Therapy
ISIS Canada
Expressive Arts Therapy
Jed Brezer Jed Brezer's BMO Nesbitt Burns Experience
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns
Skills
Financial Analysis, Investment Strategies, Investments, Retirement Planning, Banking, Portfolio Management, Mutual Funds, Investment Advisory, Due Diligence, Corporate Finance, Wealth Management, Financial Planning, Strategic Financial...
Education
University of Arizona
BMO Nesbitt Burns
Skills
Financial Analysis, Investment Strategies, Investments, Retirement Planning, Banking, Portfolio Management, Mutual Funds, Investment Advisory, Due Diligence, Corporate Finance, Wealth Management, Financial Planning, Strategic Financial...
Education
University of Arizona
Jesse Drapkin's BMO Nesbitt Burns Experience October 2005 - March 2007
Job Fixed Income Trader at Canaccord Genuity Inc.
Industry Banking
Experience
Canaccord Genuity Inc. May 2011 - Present
Canaccord Genuity Inc. February 2010 - May 2011
Scotia Capital September 2008 - November 2009
BMO Nesbitt Burns October 2005 - March 2007
RBC Capital Markets March 2004 - September 2005
Skills
Fixed Income, Bonds, Trading, Derivatives, Securities, Valuation, Equities, Financial Markets, Mutual Funds, Investment Management, Investments, FX Options, Options, Settlement, Private Equity, Financial Modeling, Rates, Portfolio Management, Equity Trading, Mergers & Acquisitions, Middle Office, Investment Banking, Trading Systems, Financial Analysis, Credit Risk, Treasury, Back Office, Conducts and Practices..., Candian Securities..., Derivatives..., Futures Licensing..., Series 37 - FINRA 2013, Series 63 - FINRA 2014, Investment Management...
Education
University of Guelph 1999 — 2003
Bachelor of Commerce (B.Com.)
Oakville Trafalgar High School 1994 — 1999
Canaccord Genuity Inc. May 2011 - Present
Canaccord Genuity Inc. February 2010 - May 2011
Scotia Capital September 2008 - November 2009
BMO Nesbitt Burns October 2005 - March 2007
RBC Capital Markets March 2004 - September 2005
Skills
Fixed Income, Bonds, Trading, Derivatives, Securities, Valuation, Equities, Financial Markets, Mutual Funds, Investment Management, Investments, FX Options, Options, Settlement, Private Equity, Financial Modeling, Rates, Portfolio Management, Equity Trading, Mergers & Acquisitions, Middle Office, Investment Banking, Trading Systems, Financial Analysis, Credit Risk, Treasury, Back Office, Conducts and Practices..., Candian Securities..., Derivatives..., Futures Licensing..., Series 37 - FINRA 2013, Series 63 - FINRA 2014, Investment Management...
Education
University of Guelph 1999 — 2003
Bachelor of Commerce (B.Com.)
Oakville Trafalgar High School 1994 — 1999
Matias Grum Matias Grum's BMO Nesbitt Burns Experience January 2002 - Present
Job Portfolio Manager Associate
Industry Capital Markets
Experience
BMO Nesbitt Burns January 2002 - Present
Haskayne School of Business - Canadian Centre for Advanced Leadership in Business (CCAL) September 2014 - Present
University of Calgary September 2010 - Present
CareVine March 2014 - June 2015
Calgary Opera October 2012 - July 2014
Consulate of Argentina - Toronto, Canada August 1995 - October 1998
Shell Oil Company February 1995 - June 1995
Skills
Investments, Equities, Portfolio Management, Capital Markets, Investment Strategies, Mutual Funds, Wealth Management, Financial Modeling, Securities, Alternative Investments, Investment Banking, Strategic Financial..., Mergers & Acquisitions, Due Diligence, Equity Research, Private Equity, Derivatives, Fixed Income, Financial Analysis, Business Strategy, Corporate Finance, Investor Relations, Asset Allocation, Investment Advisory, Valuation, Asset Managment, Economics, Risk Management, Mergers, Estate Planning, Venture Capital, Asset Management, Financial Planning
Education
The University of Calgary 2000 — 2002
MBA, Economics, Finance
Facultad Latinoamericana de Ciencias Sociales (FLACSO) 1993 — 1994
Master's degree, International Economics
Universidad de Buenos Aires 1989 — 1992
BA, Political Science
BMO Nesbitt Burns January 2002 - Present
Haskayne School of Business - Canadian Centre for Advanced Leadership in Business (CCAL) September 2014 - Present
University of Calgary September 2010 - Present
CareVine March 2014 - June 2015
Calgary Opera October 2012 - July 2014
Consulate of Argentina - Toronto, Canada August 1995 - October 1998
Shell Oil Company February 1995 - June 1995
Skills
Investments, Equities, Portfolio Management, Capital Markets, Investment Strategies, Mutual Funds, Wealth Management, Financial Modeling, Securities, Alternative Investments, Investment Banking, Strategic Financial..., Mergers & Acquisitions, Due Diligence, Equity Research, Private Equity, Derivatives, Fixed Income, Financial Analysis, Business Strategy, Corporate Finance, Investor Relations, Asset Allocation, Investment Advisory, Valuation, Asset Managment, Economics, Risk Management, Mergers, Estate Planning, Venture Capital, Asset Management, Financial Planning
Education
The University of Calgary 2000 — 2002
MBA, Economics, Finance
Facultad Latinoamericana de Ciencias Sociales (FLACSO) 1993 — 1994
Master's degree, International Economics
Universidad de Buenos Aires 1989 — 1992
BA, Political Science
Peter Takeda, CFP, CIM Peter Takeda, CFP, CIM's BMO Nesbitt Burns Experience August 1997 - Present
Job Associate Portfolio Manager & Vice President
Industry Financial Services
Experience
BMO Nesbitt Burns August 1997 - Present
TD Waterhouse March 1992 - August 1997
Skills
Strategic Financial..., Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Portfolio Management, Securities, Asset Managment, Fixed Income, Mutual Funds, Risk Management, Equities, Insurance, Investment Management, Business Strategy, Pensions, Capital Markets, Options, Trading, Alternative Investments, Banking, ETFs, Financial Advisory, Wealth, Wealth Management..., Financial Planning
Education
Canadian Securities Institute 2013 — 2013
Chartered Investment Manager, Investments and Securities
Financial Planners Standards Council (FPSC) 2003 — 2003
Certified Financial Planner, Financial Planning
University of Guelph 1985 — 1991
BA, Economics
Metropolitan Preparatory Academy 1984 — 1985
Victoria Park SS
BMO Nesbitt Burns August 1997 - Present
TD Waterhouse March 1992 - August 1997
Skills
Strategic Financial..., Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Portfolio Management, Securities, Asset Managment, Fixed Income, Mutual Funds, Risk Management, Equities, Insurance, Investment Management, Business Strategy, Pensions, Capital Markets, Options, Trading, Alternative Investments, Banking, ETFs, Financial Advisory, Wealth, Wealth Management..., Financial Planning
Education
Canadian Securities Institute 2013 — 2013
Chartered Investment Manager, Investments and Securities
Financial Planners Standards Council (FPSC) 2003 — 2003
Certified Financial Planner, Financial Planning
University of Guelph 1985 — 1991
BA, Economics
Metropolitan Preparatory Academy 1984 — 1985
Victoria Park SS
Nicole LeFebvre's BMO Nesbitt Burns Experience May 2014 - Present
Job BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2014 - Present
Verve Professionals Inc. September 2009 - Present
Maxim Group Inc. April 2006 - August 2009
Heather Sadler Jenkins LLP June 2002 - April 2006
Skills
Recruiting, Employee Relations, Mergers & Acquisitions, Negotiation, Contract Negotiation, Performance Management, Strategic Planning, Talent Acquisition, Permanent Placement, Policy, Corporate Governance, New Business Development, Legal Research, Financial Risk..., Portfolio Management, Equity Trading, Fixed Income Strategies, Tax-advantaged..., Retirement Planning, Estate Planning, Insurance Planning, Management
Education
University of Michigan
BS, Criminology/Criminal Justice/Psychology
BMO Nesbitt Burns May 2014 - Present
Verve Professionals Inc. September 2009 - Present
Maxim Group Inc. April 2006 - August 2009
Heather Sadler Jenkins LLP June 2002 - April 2006
Skills
Recruiting, Employee Relations, Mergers & Acquisitions, Negotiation, Contract Negotiation, Performance Management, Strategic Planning, Talent Acquisition, Permanent Placement, Policy, Corporate Governance, New Business Development, Legal Research, Financial Risk..., Portfolio Management, Equity Trading, Fixed Income Strategies, Tax-advantaged..., Retirement Planning, Estate Planning, Insurance Planning, Management
Education
University of Michigan
BS, Criminology/Criminal Justice/Psychology
Tom Forte, CFA Tom Forte, CFA's BMO Nesbitt Burns Experience 1996 - 1998
Job Senior Vice President & Senior Analyst at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
David Lomow David Lomow's BMO Nesbitt Burns Experience February 2008 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns February 2008 - Present
Education
University of Manitoba 1985 — 1988
B. Comm (hons), Finance
BMO Nesbitt Burns February 2008 - Present
Education
University of Manitoba 1985 — 1988
B. Comm (hons), Finance
Vance Elder Vance Elder's BMO Nesbitt Burns Experience
Job Senior Vice President & Senior Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns
Skills
Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Investments, Equities, Asset Allocation, Securities, Retirement Planning, ETFs, Alternative Investments, Retirement, Investment Management, Bonds, Wealth Management..., Fixed Income
Education
The University of Calgary
Bachelor of Arts (B.A.), Economics
BMO Nesbitt Burns
Skills
Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Investments, Equities, Asset Allocation, Securities, Retirement Planning, ETFs, Alternative Investments, Retirement, Investment Management, Bonds, Wealth Management..., Fixed Income
Education
The University of Calgary
Bachelor of Arts (B.A.), Economics
Arun Jaiswal Arun Jaiswal's BMO Nesbitt Burns Experience 1998 - Present
Job Investment Advisor at BMO Nesbitt Burns: Providing Peace of Mind to Grow and Preserve Your Wealth
Industry Financial Services
Experience
BMO Nesbitt Burns 1998 - Present
Skills
Investments, Asset Allocation, Investment Management, Estate Planning, Retirement, High Net Worth..., Strategic Planning, Wealth Management, Mutual Funds, Customer Service, Financial Services, CRM, Leadership, Asset Management
Education
University of Saskatchewan
Bachelor of Arts (B.A.), Economics
University of Saskatchewan
Bachelor of Commerce (B.Com.), Finance, General
BMO Nesbitt Burns 1998 - Present
Skills
Investments, Asset Allocation, Investment Management, Estate Planning, Retirement, High Net Worth..., Strategic Planning, Wealth Management, Mutual Funds, Customer Service, Financial Services, CRM, Leadership, Asset Management
Education
University of Saskatchewan
Bachelor of Arts (B.A.), Economics
University of Saskatchewan
Bachelor of Commerce (B.Com.), Finance, General
Matthew McAra's BMO Nesbitt Burns Experience February 2011 - November 2012
Job District Manager at GFL Environmental Inc.
Industry Environmental Services
Experience
GFL Environmental Inc. October 2014 - Present
GFL Environmental Inc. February 2014 - October 2014
Derrick Fencing and Port-a-Potty November 2012 - January 2014
BMO Nesbitt Burns February 2011 - November 2012
Richardson GMP Ltd - Mills Wealth Management Team December 2008 - February 2011
BMO Nesbitt Burns December 2007 - December 2008
BMO Nesbitt Burns May 2004 - December 2007
Skills
Investments, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management, Investment Advisory, Strategic Financial..., Asset Management, Alternative Investments, Mutual Funds, Financial Modeling, Retirement Planning, Equities, Financial Analysis, Investment Management, Waste Management, Sales Management, Management, Securities, Financial Advisory
Education
University of Alberta 2002 — 2006
B.Comm, Finance
CFA Institute 2011 — 2011
Completed Level One of the CFA Program
Canadian Securities Institute 2005 — 2011
Canadian Securities Course, Conduct & Practices Handbook, Wealth Management Essentials
Canadian Securities Institute 2012 — 2012
Options and Derivatives Fundamentals
GFL Environmental Inc. October 2014 - Present
GFL Environmental Inc. February 2014 - October 2014
Derrick Fencing and Port-a-Potty November 2012 - January 2014
BMO Nesbitt Burns February 2011 - November 2012
Richardson GMP Ltd - Mills Wealth Management Team December 2008 - February 2011
BMO Nesbitt Burns December 2007 - December 2008
BMO Nesbitt Burns May 2004 - December 2007
Skills
Investments, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management, Investment Advisory, Strategic Financial..., Asset Management, Alternative Investments, Mutual Funds, Financial Modeling, Retirement Planning, Equities, Financial Analysis, Investment Management, Waste Management, Sales Management, Management, Securities, Financial Advisory
Education
University of Alberta 2002 — 2006
B.Comm, Finance
CFA Institute 2011 — 2011
Completed Level One of the CFA Program
Canadian Securities Institute 2005 — 2011
Canadian Securities Course, Conduct & Practices Handbook, Wealth Management Essentials
Canadian Securities Institute 2012 — 2012
Options and Derivatives Fundamentals
Katharine Harrison PMP Katharine Harrison PMP's BMO Nesbitt Burns Experience 2001 - 2004
Job Program Manager at International Financial Data Services Canada (IFDS)
Industry Investment Management
Experience
International Financial Data Services Canada (IFDS) January 2014 - Present
IFDS January 2014 - 2014
Dundee Capital Markets May 2012 - December 2013
Sun Life Financial April 2010 - May 2012
Planning & Program Management Branch, Ministry of Government Services September 2009 - March 2010
AGF Management Ltd. April 2006 - February 2009
Dynamic Mutual Funds, Dundee Securities 2005 - 2006
BMO Nesbitt Burns 2001 - 2004
Globe & Mail - Globe Interactive 2001 - 2002
Reuters Information Services 1989 - 2001
Skills
Vendor Management, Requirements Analysis, Consulting, Coaching, Workshop Facilitation, Process Scheduler, Change Control, SDLC, Business Analysis, PMO, PMP, Requirements Gathering, Project Portfolio..., Project Management, Project Delivery, Change Management, Program Management, Software Project..., Risk Management, Financial Services, Security, Cross-functional Team..., Process Improvement, Analysis
Education
PMP 2006 — 2012
PMP, Project Management
University of Guelph 1984 — 1987
BA Honors, Political Science, History, English
International Financial Data Services Canada (IFDS) January 2014 - Present
IFDS January 2014 - 2014
Dundee Capital Markets May 2012 - December 2013
Sun Life Financial April 2010 - May 2012
Planning & Program Management Branch, Ministry of Government Services September 2009 - March 2010
AGF Management Ltd. April 2006 - February 2009
Dynamic Mutual Funds, Dundee Securities 2005 - 2006
BMO Nesbitt Burns 2001 - 2004
Globe & Mail - Globe Interactive 2001 - 2002
Reuters Information Services 1989 - 2001
Skills
Vendor Management, Requirements Analysis, Consulting, Coaching, Workshop Facilitation, Process Scheduler, Change Control, SDLC, Business Analysis, PMO, PMP, Requirements Gathering, Project Portfolio..., Project Management, Project Delivery, Change Management, Program Management, Software Project..., Risk Management, Financial Services, Security, Cross-functional Team..., Process Improvement, Analysis
Education
PMP 2006 — 2012
PMP, Project Management
University of Guelph 1984 — 1987
BA Honors, Political Science, History, English
Tim Groeneveld Tim Groeneveld's BMO Nesbitt Burns Experience September 1989 - August 1992
Job Consultant at TAG 2040 Consulting
Industry Computer Software
Experience
TAG 2040 Consulting August 2013 - Present
JustSystems December 2008 - May 2013
TreoScope Technologies Inc. June 2007 - November 2008
SnapTech Inc. April 2004 - May 2007
CIBC Wood Gundy September 1992 - March 2004
BMO Nesbitt Burns September 1989 - August 1992
Skills
Negotiation, Strategic Planning, Team Building, New Business Development, Business Strategy, Sales Management, Contract Negotiation, Business Development, Strategic Partnerships, Management, Product Management, Leadership, Sales Process, Entrepreneurship, Product Marketing, Lead Generation, Strategy, Marketing Strategy, Marketing, Business Planning, SaaS, Sales, Solution Selling, Salesforce.com, Integration, Enterprise Software
Education
University of Calgary 1984 — 1988
B.Commerce, Finance
TAG 2040 Consulting August 2013 - Present
JustSystems December 2008 - May 2013
TreoScope Technologies Inc. June 2007 - November 2008
SnapTech Inc. April 2004 - May 2007
CIBC Wood Gundy September 1992 - March 2004
BMO Nesbitt Burns September 1989 - August 1992
Skills
Negotiation, Strategic Planning, Team Building, New Business Development, Business Strategy, Sales Management, Contract Negotiation, Business Development, Strategic Partnerships, Management, Product Management, Leadership, Sales Process, Entrepreneurship, Product Marketing, Lead Generation, Strategy, Marketing Strategy, Marketing, Business Planning, SaaS, Sales, Solution Selling, Salesforce.com, Integration, Enterprise Software
Education
University of Calgary 1984 — 1988
B.Commerce, Finance
Bernard Yeung Bernard Yeung's BMO Nesbitt Burns Experience May 2013 - August 2013
Job Regional Sales Associate at Russell Investments
Industry Banking
Experience
Russell Investments June 2015 - Present
Russell Investments May 2014 - May 2015
University of Ontario Institute of Technology (UOIT) September 2013 - December 2013
BMO Nesbitt Burns May 2013 - August 2013
PERTEC Staffing August 2012 - April 2013
PERTEC Staffing May 2012 - August 2012
Skills
Talent Acquisition, Time Management, Technical Recruiting, Recruiting, Permanent Placement, Teamwork, Wealth Management, Leadership, PowerPoint, Applicant Tracking...
Education
University of Ontario Institute of Technology
Bachelor of Commerce (B.Com.), Finance
Russell Investments June 2015 - Present
Russell Investments May 2014 - May 2015
University of Ontario Institute of Technology (UOIT) September 2013 - December 2013
BMO Nesbitt Burns May 2013 - August 2013
PERTEC Staffing August 2012 - April 2013
PERTEC Staffing May 2012 - August 2012
Skills
Talent Acquisition, Time Management, Technical Recruiting, Recruiting, Permanent Placement, Teamwork, Wealth Management, Leadership, PowerPoint, Applicant Tracking...
Education
University of Ontario Institute of Technology
Bachelor of Commerce (B.Com.), Finance
Paul Guest's BMO Nesbitt Burns Experience 1992 - 1995
Job Director, Product Management at Intrado Canada, Inc.
Industry Public Safety
Experience
Intrado Canada, Inc. March 2011 - Present
Positron Public Safety Systems 1996 - July 2011
BMO Nesbitt Burns 1992 - 1995
Litton Systems Canada 1988 - 1991
Skills
Strategic Leadership, New Business Development, Channel Strategy, Product Marketing, Mission Critical, Public Safety, Public Safety Technology, Public Speaking, Wireless, Product Management, Cross-functional Team..., Strategy, Integration, Agile Methodologies, Program Management, Strategic Planning, Leadership, Telecommunications, International Sales, Business Development, VoIP, SIP, SaaS, Project Management, Channel Partners, Management, Strategic Partnerships, Product Development, Go-to-market Strategy, Cloud Computing, Solution Selling
Education
University of New Brunswick 1984 — 1987
Computer Science
Intrado Canada, Inc. March 2011 - Present
Positron Public Safety Systems 1996 - July 2011
BMO Nesbitt Burns 1992 - 1995
Litton Systems Canada 1988 - 1991
Skills
Strategic Leadership, New Business Development, Channel Strategy, Product Marketing, Mission Critical, Public Safety, Public Safety Technology, Public Speaking, Wireless, Product Management, Cross-functional Team..., Strategy, Integration, Agile Methodologies, Program Management, Strategic Planning, Leadership, Telecommunications, International Sales, Business Development, VoIP, SIP, SaaS, Project Management, Channel Partners, Management, Strategic Partnerships, Product Development, Go-to-market Strategy, Cloud Computing, Solution Selling
Education
University of New Brunswick 1984 — 1987
Computer Science
Fiorentino Joe Fiorentino Joe's BMO Nesbitt Burns Experience
Job Investment Advisor, Associate Portfolio Manager, BMO Nesbitt Burns; Wealth Creation and Preservation
Industry Financial Services
Experience
BMO Nesbitt Burns
Skills
Wealth Management, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Retirement, Asset Allocation, Wealth Management..., ETFs, Financial Advisory, Mutual Funds, Securities, Portfolio Management, Strategic Financial..., Alternative Investments, Financial Planning
Education
Canadian Securities Institute
Fellow of Canadian Securities Institute
Canadian Securities Institute
Professional Financial Planner
Canadian Securities Institute
Chartered Investment Manager
Institute of Chartered Accountants of Manitoba
Chartered Accountant
University of Manitoba
Bachelor of Commerce - Honours
BMO Nesbitt Burns
Skills
Wealth Management, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Retirement, Asset Allocation, Wealth Management..., ETFs, Financial Advisory, Mutual Funds, Securities, Portfolio Management, Strategic Financial..., Alternative Investments, Financial Planning
Education
Canadian Securities Institute
Fellow of Canadian Securities Institute
Canadian Securities Institute
Professional Financial Planner
Canadian Securities Institute
Chartered Investment Manager
Institute of Chartered Accountants of Manitoba
Chartered Accountant
University of Manitoba
Bachelor of Commerce - Honours
Tania Tierney Tania Tierney's BMO Nesbitt Burns Experience February 2000 - Present
Job Associate Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns February 2000 - Present
MD Management Ltd June 1992 - February 2000
Burns Fry May 1990 - June 1992
Skills
Wealth Management, Certified Financial..., Canadian Investment..., Insurance, Retirement, Strategic Financial..., Investment Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Wealth, Financial Advisory, Wealth Management..., ETFs, Financial Planners, Retirement Savings, RRSP, Segregated Funds, Estate Planning, Bilingual, Financial Planning, Investment Management
Education
University of Ottawa / Université d'Ottawa 1987 — 1990
BA, Lettre Francais
BMO Nesbitt Burns February 2000 - Present
MD Management Ltd June 1992 - February 2000
Burns Fry May 1990 - June 1992
Skills
Wealth Management, Certified Financial..., Canadian Investment..., Insurance, Retirement, Strategic Financial..., Investment Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Wealth, Financial Advisory, Wealth Management..., ETFs, Financial Planners, Retirement Savings, RRSP, Segregated Funds, Estate Planning, Bilingual, Financial Planning, Investment Management
Education
University of Ottawa / Université d'Ottawa 1987 — 1990
BA, Lettre Francais
Jaspreet Nijjar Jaspreet Nijjar's BMO Nesbitt Burns Experience December 2007 - December 2008
Job Resource Manager at Randstad Technologies
Industry Human Resources
Experience
Randstad Technologies January 2013 - Present
David Aplin Group October 2011 - January 2013
S.i. Systems (formerly Maxim Professional) March 2010 - October 2011
BMO Nesbitt Burns December 2007 - December 2008
TD Waterhouse September 2006 - November 2007
Skills
Accounting, Temporary Placement, Recruiting, Talent Acquisition, Financial Analysis, Technical Recruiting, Contract Recruitment, Executive Search, Sourcing, Permanent Placement, Screening Resumes, Applicant Tracking..., Recruitment Advertising, Interviews, Strategic Sourcing, Internet Recruiting, Temporary Staffing, Talent Management, Consulting, Relationship Management
Education
University of Calgary 2002 — 2006
B.Comm, Finance
Randstad Technologies January 2013 - Present
David Aplin Group October 2011 - January 2013
S.i. Systems (formerly Maxim Professional) March 2010 - October 2011
BMO Nesbitt Burns December 2007 - December 2008
TD Waterhouse September 2006 - November 2007
Skills
Accounting, Temporary Placement, Recruiting, Talent Acquisition, Financial Analysis, Technical Recruiting, Contract Recruitment, Executive Search, Sourcing, Permanent Placement, Screening Resumes, Applicant Tracking..., Recruitment Advertising, Interviews, Strategic Sourcing, Internet Recruiting, Temporary Staffing, Talent Management, Consulting, Relationship Management
Education
University of Calgary 2002 — 2006
B.Comm, Finance
Jeffrey Kinch, CPA, CMA, PMP Jeffrey Kinch, CPA, CMA, PMP's BMO Nesbitt Burns Experience July 1999 - December 2003
Job Accounting Systems Implementation Project Leader
Industry Management Consulting
Experience
Performance Analytics 2010 - November 2012
RBC Royal Bank 2010 - 2010
Clarity Systems August 2008 - October 2009
PROPHIX Software January 2004 - August 2008
BMO Nesbitt Burns July 1999 - December 2003
Deloitte September 1997 - September 1998
Skills
Project Delivery, Software Project..., Risk Management, Project Management, Requirements Analysis, Strategic Negotiations, Customer Relations, Financial Planning, Account Management, Budgeting, Project Finance, Budgets, Customer Service, Strategic Financial..., PMP, Business Analysis, Strategy
Education
Project Management Institute
PMP - Project Management Professional
Society of Management Accountants of Ontario
CMA - Certified Management Accountant
Financial Planners Standards Council
CFP - Certified Financial Planner
University of Guelph
Bachelor of Arts; BA, Management Economics
Performance Analytics 2010 - November 2012
RBC Royal Bank 2010 - 2010
Clarity Systems August 2008 - October 2009
PROPHIX Software January 2004 - August 2008
BMO Nesbitt Burns July 1999 - December 2003
Deloitte September 1997 - September 1998
Skills
Project Delivery, Software Project..., Risk Management, Project Management, Requirements Analysis, Strategic Negotiations, Customer Relations, Financial Planning, Account Management, Budgeting, Project Finance, Budgets, Customer Service, Strategic Financial..., PMP, Business Analysis, Strategy
Education
Project Management Institute
PMP - Project Management Professional
Society of Management Accountants of Ontario
CMA - Certified Management Accountant
Financial Planners Standards Council
CFP - Certified Financial Planner
University of Guelph
Bachelor of Arts; BA, Management Economics
Zoran Cerovic Zoran Cerovic's BMO Nesbitt Burns Experience 2003 - 2005
Job President and Chief Architect of CERAiT Inc.
Industry Information Technology and Services
Experience
CERAiT Inc. 2005 - Present
CIBC November 2012 - March 2015
BMO Financial Group 2004 - 2005
BMO Nesbitt Burns 2003 - 2005
BMO Nesbitt Burns 2002 - 2003
Allstream 1998 - 2002
CPAS Systems Inc. 1993 - 1998
Skills
Business Analysis, PMP, Software Development, Enterprise Software, Databases, Quality Assurance, Management, Database Design, E-commerce, Consulting, Web Applications, Business Requirements, Mobile Applications, Project Management, Enterprise Architecture, SEI CMM, ISO, Oracle, IT Strategy, Open Source Software, Business Intelligence, System Administration, Program Management, Architecture, SDLC, Architectures, Software Design, Software Project..., Solution Architecture
Education
Univerzitet u Beogradu 1983 — 1990
M.Sc., Eng.
CERAiT Inc. 2005 - Present
CIBC November 2012 - March 2015
BMO Financial Group 2004 - 2005
BMO Nesbitt Burns 2003 - 2005
BMO Nesbitt Burns 2002 - 2003
Allstream 1998 - 2002
CPAS Systems Inc. 1993 - 1998
Skills
Business Analysis, PMP, Software Development, Enterprise Software, Databases, Quality Assurance, Management, Database Design, E-commerce, Consulting, Web Applications, Business Requirements, Mobile Applications, Project Management, Enterprise Architecture, SEI CMM, ISO, Oracle, IT Strategy, Open Source Software, Business Intelligence, System Administration, Program Management, Architecture, SDLC, Architectures, Software Design, Software Project..., Solution Architecture
Education
Univerzitet u Beogradu 1983 — 1990
M.Sc., Eng.
Keith Drybrough Keith Drybrough's BMO Nesbitt Burns Experience September 2011 - Present
Job Investment Advisor
Industry Financial Services
Experience
BMO Nesbitt Burns September 2011 - Present
Wellington West February 2007 - August 2011
ScotiaMcLeod May 1996 - February 2007
AT&T Capital Inc. February 1994 - April 1996
National Leasing February 1988 - January 1994
Skills
Finance, Wealth Management, Investment Strategies, Investment Management, Investments, Portfolio Management, Financial Markets, Risk Management, Insurance, Asset Allocation, Investment Banking, Investment Advisory, Financial Services, Retirement Planning, Retirement
Education
University of Manitoba 1982 — 1987
B.A. Econ., B. Comm. (Honours), Economics/ Marketing
BMO Nesbitt Burns September 2011 - Present
Wellington West February 2007 - August 2011
ScotiaMcLeod May 1996 - February 2007
AT&T Capital Inc. February 1994 - April 1996
National Leasing February 1988 - January 1994
Skills
Finance, Wealth Management, Investment Strategies, Investment Management, Investments, Portfolio Management, Financial Markets, Risk Management, Insurance, Asset Allocation, Investment Banking, Investment Advisory, Financial Services, Retirement Planning, Retirement
Education
University of Manitoba 1982 — 1987
B.A. Econ., B. Comm. (Honours), Economics/ Marketing
Eva-Jane Lark Eva-Jane Lark's BMO Nesbitt Burns Experience 1990 - Present
Job VicePresident at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns 1990 - Present
Space Frontier Foundation 2007 - Present
Center for Space Power (now called the Space Engineering Research Center) November 2005 - 2014
EVA Interviews December 2008 - 2013
Skills
Wealth Management, Investments, Multi-generational..., Wealth Accumulation..., Writing, Interviews, Systems Engineering, Management Consulting, Program Management, Strategic Planning, Aerospace, Space Systems, Science, Defense, Entrepreneurship, Strategy, Venture Capital, Policy, Proposal Writing, Finance, Technical Writing, Research, Publishing, Satellite, Editing, Integration, Analysis, Management, Start-ups, Government
Education
University of Ottawa
Honours B. Comm
BMO Nesbitt Burns 1990 - Present
Space Frontier Foundation 2007 - Present
Center for Space Power (now called the Space Engineering Research Center) November 2005 - 2014
EVA Interviews December 2008 - 2013
Skills
Wealth Management, Investments, Multi-generational..., Wealth Accumulation..., Writing, Interviews, Systems Engineering, Management Consulting, Program Management, Strategic Planning, Aerospace, Space Systems, Science, Defense, Entrepreneurship, Strategy, Venture Capital, Policy, Proposal Writing, Finance, Technical Writing, Research, Publishing, Satellite, Editing, Integration, Analysis, Management, Start-ups, Government
Education
University of Ottawa
Honours B. Comm
Kristina Honchar, CFA Kristina Honchar, CFA's BMO Nesbitt Burns Experience March 2015 - Present
Job Product Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns March 2015 - Present
Edward Jones September 2013 - March 2015
Burlington Body Camp April 2010 - August 2014
Manulife Securities November 2011 - September 2013
CIBC Asset Management September 2006 - June 2009
CIBC Wealth Management February 2003 - September 2006
Synergy Asset Management March 2002 - February 2003
Merrill Lynch Canada Inc. July 2000 - March 2002
CIBC Wood Gundy June 1998 - March 2000
CIBC Wood Gundy 2000 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services
Education
Can Fit Pro 2009 — 2009
Personal Training Specialist (PTS)
York University - Schulich School of Business 2004 — 2004
Marketing Management Course
CFA Institute 2000 — 2003
Chartered Financial Analyst
University of Guelph 1994 — 1998
Honours B.Sc., Biology
BMO Nesbitt Burns March 2015 - Present
Edward Jones September 2013 - March 2015
Burlington Body Camp April 2010 - August 2014
Manulife Securities November 2011 - September 2013
CIBC Asset Management September 2006 - June 2009
CIBC Wealth Management February 2003 - September 2006
Synergy Asset Management March 2002 - February 2003
Merrill Lynch Canada Inc. July 2000 - March 2002
CIBC Wood Gundy June 1998 - March 2000
CIBC Wood Gundy 2000 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services
Education
Can Fit Pro 2009 — 2009
Personal Training Specialist (PTS)
York University - Schulich School of Business 2004 — 2004
Marketing Management Course
CFA Institute 2000 — 2003
Chartered Financial Analyst
University of Guelph 1994 — 1998
Honours B.Sc., Biology
Stephen Kangas Stephen Kangas's BMO Nesbitt Burns Experience June 1995 - January 1997
Job Senior Vice President, Product Development and Marketing, Retail Markets at Fiera Capital Corporation
Industry Investment Management
Experience
Fiera Capital Corporation July 2015 - Present
Kangas Consulting Inc. November 2009 - Present
Manulife Financial November 2007 - September 2009
BluMont Capital Inc. January 2004 - February 2007
Kangas Consulting Inc. 2007 - 2007
TD Canada Trust November 1997 - June 2000
First Asset January 1997 - October 1997
BMO Nesbitt Burns June 1995 - January 1997
Midland Walwyn Capital Inc. October 1993 - June 1995
TD Bank January 1992 - October 1993
Skills
Investments, Alternative Assets, Hedge Funds, Portfolio Management, Asset Managment, Mutual Funds, Alternative Investments, Wealth Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
MBA, Finance
University of Waterloo 1978 — 1983
BA, Economics
Erindale Secondary School 1973 — 1978
CAIA Assocation
CAIA, Alternative Investments
CFA Institute
CFA
Fiera Capital Corporation July 2015 - Present
Kangas Consulting Inc. November 2009 - Present
Manulife Financial November 2007 - September 2009
BluMont Capital Inc. January 2004 - February 2007
Kangas Consulting Inc. 2007 - 2007
TD Canada Trust November 1997 - June 2000
First Asset January 1997 - October 1997
BMO Nesbitt Burns June 1995 - January 1997
Midland Walwyn Capital Inc. October 1993 - June 1995
TD Bank January 1992 - October 1993
Skills
Investments, Alternative Assets, Hedge Funds, Portfolio Management, Asset Managment, Mutual Funds, Alternative Investments, Wealth Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
MBA, Finance
University of Waterloo 1978 — 1983
BA, Economics
Erindale Secondary School 1973 — 1978
CAIA Assocation
CAIA, Alternative Investments
CFA Institute
CFA
John Ponterotto John Ponterotto's BMO Nesbitt Burns Experience 1996 - 1999
Job Head of Capital Markets, Middle Market Financial Sponsors at HSBC Bank
Industry Financial Services
Experience
HSBC Bank March 2015 - Present
Oppenheimer & Co. Inc. April 2010 - March 2015
Jefferies Finance LLC 2005 - 2009
Financo, Inc. 2002 - 2004
CIBC OPPENHEIMER/ CIBC WORLD MARKETS CORP 2000 - 2003
BMO Nesbitt Burns 1996 - 1999
Barclays Capital 1991 - 1996
Merrill Lynch & Co. 1987 - 1990
Skills
Leveraged Finance, Financial Structuring, Credit Analysis, Finance, Private Placements, LBO, Credit, Loans, Syndications, Mezzanine, Securities, High Yield, Recapitalizations, Middle Market, Series 7, Cash Flow, Management, Capital Markets, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Chicago 1983 — 1987
Bachelor of Arts, Economics
Regis High School 1979 — 1983
High School Diploma
HSBC Bank March 2015 - Present
Oppenheimer & Co. Inc. April 2010 - March 2015
Jefferies Finance LLC 2005 - 2009
Financo, Inc. 2002 - 2004
CIBC OPPENHEIMER/ CIBC WORLD MARKETS CORP 2000 - 2003
BMO Nesbitt Burns 1996 - 1999
Barclays Capital 1991 - 1996
Merrill Lynch & Co. 1987 - 1990
Skills
Leveraged Finance, Financial Structuring, Credit Analysis, Finance, Private Placements, LBO, Credit, Loans, Syndications, Mezzanine, Securities, High Yield, Recapitalizations, Middle Market, Series 7, Cash Flow, Management, Capital Markets, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Chicago 1983 — 1987
Bachelor of Arts, Economics
Regis High School 1979 — 1983
High School Diploma
Cyril Vincent Cyril Vincent's BMO Nesbitt Burns Experience September 2005 - August 2009
Job Experienced Chemical Engg Exec & Insurance Advisor
Industry Insurance
Experience
TD Canada Trust November 2009 - April 2015
Canada Protection Plan July 2009 - November 2009
BMO Nesbitt Burns September 2005 - August 2009
WSI April 2005 - August 2005
Global Innovative Solutions Inc May 2001 - March 2005
York Condominium Corporation # 128 2002 - 2003
Industrial Projects International (Nig) Ltd April 1998 - April 2001
SIV Magcobar Lignins Ltd September 1991 - August 1995
Superfine Aromatic Co Ltd 1987 - 1991
Skills
Insurance, Administration, Risk Management, Customer Relations, Strategic Planning, New Business Development, Customer Service, Budgets, Portfolio Management, Business Analysis, Mutual Funds, Sales, Coaching, CRM, Management, Vendor Management, Banking, Business Development, Strategic Financial..., Analysis, Financial Planning
Education
ACS - LOMA 2013 — 2014
Associate's degree, Customer Service for Insurance Professionals, Passed FirstClass
LOMA 2012 — 2013
Associate's degree - ALMI, Life Insurance / Group Life /Underwriting / Reinsurance / Marketing
Financial Services Commission Ontario 2003 — 2003
LLQP, Insurance Certification
University of Madras 1969 — 1974
B.Tech, Chemical Engineering
TD Canada Trust November 2009 - April 2015
Canada Protection Plan July 2009 - November 2009
BMO Nesbitt Burns September 2005 - August 2009
WSI April 2005 - August 2005
Global Innovative Solutions Inc May 2001 - March 2005
York Condominium Corporation # 128 2002 - 2003
Industrial Projects International (Nig) Ltd April 1998 - April 2001
SIV Magcobar Lignins Ltd September 1991 - August 1995
Superfine Aromatic Co Ltd 1987 - 1991
Skills
Insurance, Administration, Risk Management, Customer Relations, Strategic Planning, New Business Development, Customer Service, Budgets, Portfolio Management, Business Analysis, Mutual Funds, Sales, Coaching, CRM, Management, Vendor Management, Banking, Business Development, Strategic Financial..., Analysis, Financial Planning
Education
ACS - LOMA 2013 — 2014
Associate's degree, Customer Service for Insurance Professionals, Passed FirstClass
LOMA 2012 — 2013
Associate's degree - ALMI, Life Insurance / Group Life /Underwriting / Reinsurance / Marketing
Financial Services Commission Ontario 2003 — 2003
LLQP, Insurance Certification
University of Madras 1969 — 1974
B.Tech, Chemical Engineering
Kevin Kuebler Kevin Kuebler's BMO Nesbitt Burns Experience 1998 - 2002
Job CoFounder at Silver Heights Capital Management Inc.
Industry Investment Management
Experience
Silver Heights Capital Management Inc. 2006 - Present
Manitou Investment Management 2003 - 2006
BMO Nesbitt Burns 1998 - 2002
Business Development Bank of Canada 1994 - 1998
Education
University of Manitoba 1990 — 1994
B. Comm (Honours), with distinction, Finance
Silver Heights Collegiate 1984 — 1987
International Baccalaureate Diploma
Hedges Junior High 1981 — 1984
Silver Heights Capital Management Inc. 2006 - Present
Manitou Investment Management 2003 - 2006
BMO Nesbitt Burns 1998 - 2002
Business Development Bank of Canada 1994 - 1998
Education
University of Manitoba 1990 — 1994
B. Comm (Honours), with distinction, Finance
Silver Heights Collegiate 1984 — 1987
International Baccalaureate Diploma
Hedges Junior High 1981 — 1984
Dara Scepanovic Dara Scepanovic's BMO Nesbitt Burns Experience February 2005 - January 2007
Job Director, Regulatory and Retail Operations at AGF Investments Inc.
Industry Financial Services
Experience
AGF Management Limited June 2010 - Present
AGF Management Limited September 2008 - June 2010
BMO Mutual Funds January 2007 - September 2008
BMO Nesbitt Burns February 2005 - January 2007
MRS Inc. August 2004 - February 2005
Bank of Montreal 2001 - 2001
Skills
Mutual Funds, Financial Services, Strategy, FATCA, Financial Risk, Project Management, Leadership, Registered Plans, Compliance, Risk Management
Education
University of Nottingham 2002 — 2003
BBA, Exchange Program
University of Toronto 1999 — 2002
BBA, Specialist in Management, Finance Stream
AGF Management Limited June 2010 - Present
AGF Management Limited September 2008 - June 2010
BMO Mutual Funds January 2007 - September 2008
BMO Nesbitt Burns February 2005 - January 2007
MRS Inc. August 2004 - February 2005
Bank of Montreal 2001 - 2001
Skills
Mutual Funds, Financial Services, Strategy, FATCA, Financial Risk, Project Management, Leadership, Registered Plans, Compliance, Risk Management
Education
University of Nottingham 2002 — 2003
BBA, Exchange Program
University of Toronto 1999 — 2002
BBA, Specialist in Management, Finance Stream
Jamie Shanks Jamie Shanks's BMO Nesbitt Burns Experience May 2000 - September 2002
Job Building the "Company of Record" for Social Selling & Digital Education in B2B organizations | Sales for Life
Industry Professional Training & Coaching
Experience
Sales for Life February 2012 - Present
American Association of Inside Sales Professionals - Toronto Chapter December 2010 - October 2014
Shanks Group Inc. January 2010 - February 2012
Firmex Inc. September 2008 - January 2010
Captive Channel Corporation December 2005 - September 2008
CRESA Partners January 2004 - December 2005
BMO Nesbitt Burns May 2000 - September 2002
Skills
Social Selling, Sales Enablement, LinkedIn, Twitter, Sales Rep Training, Sales Management, Crowdsourcing, Lead Generation, Sales Process, Sales, Community Management, Social Commerce, Inside Sales, Marketing Automation, Salesforce.com, Email Marketing, Sales Operations, Direct Marketing, Talent Acquisition, Web Analytics, Cold Calling, Eloqua, SaaS, CRM, Sales 2.0 Consulting, Microsoft Dynamics, Channel Partners, Lead Scoring, Marketo, Google+, Social Listening, Linkedin Training, Social Technologies, Social Media Best..., Micro Marketing, InsideView, Channel Partner..., Enterprise Software, Twitter Training, Sales 2.0, Sales Recruitment, Net Results, Compensation, Business Development, Sales Enablement Tools
Education
University of South Australia 2002 — 2003
MBA, International Marketing
University of Ottawa 1997 — 2001
B. Commerce, Marketing
Sales for Life February 2012 - Present
American Association of Inside Sales Professionals - Toronto Chapter December 2010 - October 2014
Shanks Group Inc. January 2010 - February 2012
Firmex Inc. September 2008 - January 2010
Captive Channel Corporation December 2005 - September 2008
CRESA Partners January 2004 - December 2005
BMO Nesbitt Burns May 2000 - September 2002
Skills
Social Selling, Sales Enablement, LinkedIn, Twitter, Sales Rep Training, Sales Management, Crowdsourcing, Lead Generation, Sales Process, Sales, Community Management, Social Commerce, Inside Sales, Marketing Automation, Salesforce.com, Email Marketing, Sales Operations, Direct Marketing, Talent Acquisition, Web Analytics, Cold Calling, Eloqua, SaaS, CRM, Sales 2.0 Consulting, Microsoft Dynamics, Channel Partners, Lead Scoring, Marketo, Google+, Social Listening, Linkedin Training, Social Technologies, Social Media Best..., Micro Marketing, InsideView, Channel Partner..., Enterprise Software, Twitter Training, Sales 2.0, Sales Recruitment, Net Results, Compensation, Business Development, Sales Enablement Tools
Education
University of South Australia 2002 — 2003
MBA, International Marketing
University of Ottawa 1997 — 2001
B. Commerce, Marketing
Rahul Suri's BMO Nesbitt Burns Experience 1997 - 2000
Job Global Operator | Banker | Experienced Leader
Industry Capital Markets
Experience
Canada-India Business Council June 2011 - Present
Covenant House Toronto November 2010 - Present
BMO Capital Markets February 2010 - September 2014
Celestica August 2006 - November 2008
Celestica August 2000 - July 2006
BMO Nesbitt Burns 1997 - 2000
Davies Ward Phillips & Vineberg LLP 1989 - 1997
Skills
Leadership, Integration, Mergers, Acquisition Integration, Divestitures, Business Strategy, Management Consulting, Finance, Investments, Manufacturing, Business Process..., Mergers & Acquisitions, New Business Development, Cross-functional Team..., Strategy, Corporate Development, International Business, Supply Chain Management, Corporate Finance, M&A experience, Strategic Planning, Management, Business Analysis, P&L Management, Due Diligence, Executive Management, Business Development, Outsourcing, Product Management
Education
University of Cambridge 1983 — 1986
Master of Arts (M.A.)
University of Toronto 1986 — 1987
LL.B. Equivalence
Canada-India Business Council June 2011 - Present
Covenant House Toronto November 2010 - Present
BMO Capital Markets February 2010 - September 2014
Celestica August 2006 - November 2008
Celestica August 2000 - July 2006
BMO Nesbitt Burns 1997 - 2000
Davies Ward Phillips & Vineberg LLP 1989 - 1997
Skills
Leadership, Integration, Mergers, Acquisition Integration, Divestitures, Business Strategy, Management Consulting, Finance, Investments, Manufacturing, Business Process..., Mergers & Acquisitions, New Business Development, Cross-functional Team..., Strategy, Corporate Development, International Business, Supply Chain Management, Corporate Finance, M&A experience, Strategic Planning, Management, Business Analysis, P&L Management, Due Diligence, Executive Management, Business Development, Outsourcing, Product Management
Education
University of Cambridge 1983 — 1986
Master of Arts (M.A.)
University of Toronto 1986 — 1987
LL.B. Equivalence
Denis L. Couillard, CFA Denis L. Couillard, CFA's BMO Nesbitt Burns Experience 1994 - 2000
Job Portfolio Manager, Investor
Industry Financial Services
Experience
State Street 2006 - December 2010
State Street 2003 - 2006
State Street 2000 - 2003
BMO Nesbitt Burns 1994 - 2000
BMO Nesbitt Burns 1991 - 1994
Bank of Montreal, Tokyo 1989 - 1991
Skills
Investment Strategies, Institutional Clients, Asset Management, Portfolio Management, Capital Markets, Financial Markets, Equity Research, Asset Allocation, Risk Management, Equities, FX, Trading, Trading Systems, FX trading, Equity Trading, Electronic Trading, Technical Analysis, Business Relationship..., ETFs, Fixed Income, Derivatives, Investments, Hedge Funds, Bloomberg, Alternative Investments
Education
CFA Institute
CFA Charterholder
University of Ottawa / Université d'Ottawa
Bachelor’s degree in Business Administration, Finance & Commerce
State Street 2006 - December 2010
State Street 2003 - 2006
State Street 2000 - 2003
BMO Nesbitt Burns 1994 - 2000
BMO Nesbitt Burns 1991 - 1994
Bank of Montreal, Tokyo 1989 - 1991
Skills
Investment Strategies, Institutional Clients, Asset Management, Portfolio Management, Capital Markets, Financial Markets, Equity Research, Asset Allocation, Risk Management, Equities, FX, Trading, Trading Systems, FX trading, Equity Trading, Electronic Trading, Technical Analysis, Business Relationship..., ETFs, Fixed Income, Derivatives, Investments, Hedge Funds, Bloomberg, Alternative Investments
Education
CFA Institute
CFA Charterholder
University of Ottawa / Université d'Ottawa
Bachelor’s degree in Business Administration, Finance & Commerce
Lang Wong Lang Wong's BMO Nesbitt Burns Experience 1997 - 1998
Job Investment Advisor at IA Securities
Industry Capital Markets
Experience
IA Securities April 2014 - Present
MGI Securities June 2006 - March 2014
CIBC Wood Gundy 1998 - 2006
BMO Nesbitt Burns 1997 - 1998
Skills
Wealth Management, Sales Management, Portfolio Management, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Financial Planning, Equities, Securities, Financial Services, Asset Management
Education
University of Manitoba 1981 — 1986
Bachelor of Commerce (B.Com.), Marketing
IA Securities April 2014 - Present
MGI Securities June 2006 - March 2014
CIBC Wood Gundy 1998 - 2006
BMO Nesbitt Burns 1997 - 1998
Skills
Wealth Management, Sales Management, Portfolio Management, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Financial Planning, Equities, Securities, Financial Services, Asset Management
Education
University of Manitoba 1981 — 1986
Bachelor of Commerce (B.Com.), Marketing
Dejan Bojic Dejan Bojic's BMO Nesbitt Burns Experience January 2000 - January 2001
Job Experienced Program and Project Manager
Industry Management Consulting
Experience
Scotiabank January 2009 - Present
Scotiabank January 2006 - December 2008
Allstream 1996 - December 2008
Scotiabank May 2004 - December 2005
Scotiabank November 2003 - May 2004
CIBC January 2003 - November 2003
CIBC October 2001 - December 2002
Zurich Insurance Company Ltd July 2001 - September 2001
Merill Lynch February 2001 - July 2001
BMO Nesbitt Burns January 2000 - January 2001
Skills
SDLC, PMO, Business Analysis, Software Project..., Solution Architecture, Program Management, Project Management, Requirements Gathering, Enterprise Architecture, IT Strategy, PMP, Project Portfolio..., Integration, Requirements Analysis, Business Process, Project Delivery, Vendor Management, Business Intelligence, Management
Education
University of Belgrade 1985 — 1991
Master's degree, Computer and Information Sciences and Support Services
Scotiabank January 2009 - Present
Scotiabank January 2006 - December 2008
Allstream 1996 - December 2008
Scotiabank May 2004 - December 2005
Scotiabank November 2003 - May 2004
CIBC January 2003 - November 2003
CIBC October 2001 - December 2002
Zurich Insurance Company Ltd July 2001 - September 2001
Merill Lynch February 2001 - July 2001
BMO Nesbitt Burns January 2000 - January 2001
Skills
SDLC, PMO, Business Analysis, Software Project..., Solution Architecture, Program Management, Project Management, Requirements Gathering, Enterprise Architecture, IT Strategy, PMP, Project Portfolio..., Integration, Requirements Analysis, Business Process, Project Delivery, Vendor Management, Business Intelligence, Management
Education
University of Belgrade 1985 — 1991
Master's degree, Computer and Information Sciences and Support Services
Chris Oliphant Chris Oliphant's BMO Nesbitt Burns Experience June 1995 - Present
Job Vice President, Wealth Advisor and Associate Portfolio Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns June 1995 - Present
IKON Office Solutions 1990 - 1995
Ford Credit 1988 - 1990
Skills
Financial Planning, Financial Risk, Estate Planning, Investment Management, Tax Planning, Investment Advisory, Finance, Retirement Planning, Portfolio Management, Investment Strategies, Wealth Management, Investments, Project Planning, Sales, Strategic Financial..., Asset Managment, Event Management, Risk Management, Asset Management
Education
University of Calgary 1984 — 1988
Bcom, Finance, Economics
BMO Nesbitt Burns June 1995 - Present
IKON Office Solutions 1990 - 1995
Ford Credit 1988 - 1990
Skills
Financial Planning, Financial Risk, Estate Planning, Investment Management, Tax Planning, Investment Advisory, Finance, Retirement Planning, Portfolio Management, Investment Strategies, Wealth Management, Investments, Project Planning, Sales, Strategic Financial..., Asset Managment, Event Management, Risk Management, Asset Management
Education
University of Calgary 1984 — 1988
Bcom, Finance, Economics
Dan Creedon's BMO Nesbitt Burns Experience June 1997 - June 2000
Job IT Management & Customer Support
Industry Information Technology and Services
Experience
Edlong Dairy Technologies 2004 - 2015
McAfee 2000 - 2003
BMO Nesbitt Burns June 1997 - June 2000
McDonald´s 1995 - 1996
Skills
System Administration, Strategic Planning, Process Improvement, Microsoft Word, Microsoft Excel, Project Management, Outlook, Team Leadership, Software Documentation, Virtualization, Network Security, Cloud Computing, Cross-functional Team...
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor's Degree, Electrical Engineering
Edlong Dairy Technologies 2004 - 2015
McAfee 2000 - 2003
BMO Nesbitt Burns June 1997 - June 2000
McDonald´s 1995 - 1996
Skills
System Administration, Strategic Planning, Process Improvement, Microsoft Word, Microsoft Excel, Project Management, Outlook, Team Leadership, Software Documentation, Virtualization, Network Security, Cloud Computing, Cross-functional Team...
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor's Degree, Electrical Engineering
Prentice Lee Prentice Lee's BMO Nesbitt Burns Experience March 1994 - October 2004
Job Portfolio Manager, Senior Investment Advisor at Canaccord Genuity Wealth Management
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) 2009 - Present
Canaccord Wealth Management October 2004 - Present
BMO Nesbitt Burns March 1994 - October 2004
Skills
Portfolio Management, Investment Strategies, Management, Equities, Investments, Wealth Management, Investment Advisory, Trading, Mutual Funds, Fixed Income, Wealth Management..., Retirement Planning, Asset Management, Asset Allocation, Financial Planning, Securities, Wealth, Financial Advisory, Investment Management
Education
Ross Sheppard High School
University of Alberta
Canaccord Genuity Wealth Management (Canada) 2009 - Present
Canaccord Wealth Management October 2004 - Present
BMO Nesbitt Burns March 1994 - October 2004
Skills
Portfolio Management, Investment Strategies, Management, Equities, Investments, Wealth Management, Investment Advisory, Trading, Mutual Funds, Fixed Income, Wealth Management..., Retirement Planning, Asset Management, Asset Allocation, Financial Planning, Securities, Wealth, Financial Advisory, Investment Management
Education
Ross Sheppard High School
University of Alberta
Laura Spikula, B.Comm(Hons.) Laura Spikula, B.Comm(Hons.)'s BMO Nesbitt Burns Experience August 2007 - July 2013
Job Materials & Fabrication Coordinator at Aecon Group Inc.
Industry Construction
Experience
Aecon Group Inc. September 2014 - Present
TransX September 2013 - September 2014
BMO Nesbitt Burns August 2007 - July 2013
Skills
Logistics, Analysis, Leadership, Supply Chain Management, Training, Materials Management, Management, Microsoft Excel, Process Improvement, Teamwork, SAP, ICMS, Human Resources, Public Speaking, Time Management, Continuous Improvement, Construction, Piping, Transportation, Recruiting, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Sales, Operational Analysis, Office Administration, Marketing, Hospitality Industry, Promotions, Event Planning
Education
University of Manitoba 2007 — 2013
Bachelor of Commerce (B.Com.), Logistics, Materials, and Supply Chain Management & Human Resources Management
St. Mary's Academy 2001 — 2007
High School Diploma
Aecon Group Inc. September 2014 - Present
TransX September 2013 - September 2014
BMO Nesbitt Burns August 2007 - July 2013
Skills
Logistics, Analysis, Leadership, Supply Chain Management, Training, Materials Management, Management, Microsoft Excel, Process Improvement, Teamwork, SAP, ICMS, Human Resources, Public Speaking, Time Management, Continuous Improvement, Construction, Piping, Transportation, Recruiting, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Sales, Operational Analysis, Office Administration, Marketing, Hospitality Industry, Promotions, Event Planning
Education
University of Manitoba 2007 — 2013
Bachelor of Commerce (B.Com.), Logistics, Materials, and Supply Chain Management & Human Resources Management
St. Mary's Academy 2001 — 2007
High School Diploma
Jordan Valastin's BMO Nesbitt Burns Experience April 2009 - August 2009
Job Commercial Account Manager
Industry Capital Markets
Experience
RBC July 2012 - Present
Altus Group February 2011 - May 2012
TD January 2010 - September 2010
BMO Nesbitt Burns April 2009 - August 2009
Skills
Financial Structuring, Sales&Marketing, Banking, Financial Modeling, Microsoft Office, Corporate Finance, Commercial Real Estate..., Argus Modeling, Derivatives, Risk Management, Cross Selling, Relationship Management, Networking, Commercial Mortgages, Treasury Services, Cash Management, Management Accounting, Financial Accounting, Alternative Investments
Education
University of Alberta 2005 — 2010
Bachelor of Commerce (BCom Honors), Finance and Marketing, Honors with Distinction
RBC July 2012 - Present
Altus Group February 2011 - May 2012
TD January 2010 - September 2010
BMO Nesbitt Burns April 2009 - August 2009
Skills
Financial Structuring, Sales&Marketing, Banking, Financial Modeling, Microsoft Office, Corporate Finance, Commercial Real Estate..., Argus Modeling, Derivatives, Risk Management, Cross Selling, Relationship Management, Networking, Commercial Mortgages, Treasury Services, Cash Management, Management Accounting, Financial Accounting, Alternative Investments
Education
University of Alberta 2005 — 2010
Bachelor of Commerce (BCom Honors), Finance and Marketing, Honors with Distinction
Erica Chandler, B. Comm. (Hons.), CFP®, PFP® Erica Chandler, B. Comm. (Hons.), CFP®, PFP®'s BMO Nesbitt Burns Experience 2003 - Present
Job Associate Wealth Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns 2003 - Present
Education
Canadian Securities Institute
Licensed Life Insurance Advisor
PFPC 2010 — 2010
CERTIFIED FINANCIAL PLANNER ®, Financial Planning and Services
Canadian Securities Institute
Professional Financial Planner - PFP®
University of Manitoba 2000 — 2005
Batchelor of Commerce Honors Degree
BMO Nesbitt Burns 2003 - Present
Education
Canadian Securities Institute
Licensed Life Insurance Advisor
PFPC 2010 — 2010
CERTIFIED FINANCIAL PLANNER ®, Financial Planning and Services
Canadian Securities Institute
Professional Financial Planner - PFP®
University of Manitoba 2000 — 2005
Batchelor of Commerce Honors Degree
Brian Taylor,CMA Brian Taylor,CMA's BMO Nesbitt Burns Experience
Job Vice President, Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns
Skills
Wealth Management, Investments, Financial Advisory, Investment Advisory, Investment Strategies, Strategic Financial..., Asset Allocation, Financial Markets
Education
FPSC® Registered Candidate 2012 — 2013
Certified Financial Planner, Financial Planning
Certified Management Accountants of Canada 1985 — 1985
Certified Management Accountant (CMA), Accounting
University of Manitoba
BSA
BMO Nesbitt Burns Wealth Advisory 201 Course
Canadian Securities Institute
Canadian Securities Course (CSC)
Canadian Securities Institute
Partners, Directors and Senior Officers Qualifying Examination
BMO Nesbitt Burns
Skills
Wealth Management, Investments, Financial Advisory, Investment Advisory, Investment Strategies, Strategic Financial..., Asset Allocation, Financial Markets
Education
FPSC® Registered Candidate 2012 — 2013
Certified Financial Planner, Financial Planning
Certified Management Accountants of Canada 1985 — 1985
Certified Management Accountant (CMA), Accounting
University of Manitoba
BSA
BMO Nesbitt Burns Wealth Advisory 201 Course
Canadian Securities Institute
Canadian Securities Course (CSC)
Canadian Securities Institute
Partners, Directors and Senior Officers Qualifying Examination
Marie-Andrée Cadieux's BMO Nesbitt Burns Experience December 2005 - July 2010
Job MDS Coordinator at Bruyere Continuing Care
Industry Hospital & Health Care
Experience
Bruyere Continuing Care February 2014 - Present
Bruyere Continuing Care June 2013 - September 2014
Bruyere Continuing Care December 2013 - February 2014
University of Ottawa August 2010 - December 2013
Bruyere Continuing Care July 2013 - October 2013
University of Ottawa January 2012 - May 2013
Montfort Hospital September 2012 - October 2012
Bruyere Continuing Care August 2010 - December 2010
University of Ottawa September 2009 - December 2010
BMO Nesbitt Burns December 2005 - July 2010
Skills
Research, Healthcare, Health Services Research, Health Sciences, Administration, Long Term Care Funding, Organisational Skills, Management, Microsoft Office, Leadership, Recruiting, Grant Writing, Policy
Education
Canadian Foundation for Healthcare Improvement 2013 — 2014
Executive Training for Research Application (EXTRA) program (team fellowship)
University of Ottawa / Université d'Ottawa 2009 — 2012
MSc, Health Systems
University of Ottawa / Université d'Ottawa 2005 — 2009
Honours Bachelor, Health Sciences / Minor in Business Administration
Ontario Association of Non-Profit Homes and Services for Seniors
Administrator Leadership Program
Bruyere Continuing Care February 2014 - Present
Bruyere Continuing Care June 2013 - September 2014
Bruyere Continuing Care December 2013 - February 2014
University of Ottawa August 2010 - December 2013
Bruyere Continuing Care July 2013 - October 2013
University of Ottawa January 2012 - May 2013
Montfort Hospital September 2012 - October 2012
Bruyere Continuing Care August 2010 - December 2010
University of Ottawa September 2009 - December 2010
BMO Nesbitt Burns December 2005 - July 2010
Skills
Research, Healthcare, Health Services Research, Health Sciences, Administration, Long Term Care Funding, Organisational Skills, Management, Microsoft Office, Leadership, Recruiting, Grant Writing, Policy
Education
Canadian Foundation for Healthcare Improvement 2013 — 2014
Executive Training for Research Application (EXTRA) program (team fellowship)
University of Ottawa / Université d'Ottawa 2009 — 2012
MSc, Health Systems
University of Ottawa / Université d'Ottawa 2005 — 2009
Honours Bachelor, Health Sciences / Minor in Business Administration
Ontario Association of Non-Profit Homes and Services for Seniors
Administrator Leadership Program
Gareth Embley Gareth Embley's BMO Nesbitt Burns Experience September 2006 - September 2008
Job Manager, North America Currency Operations at State Street
Industry Investment Management
Experience
State Street April 2015 - Present
State Street July 2013 - Present
State Street February 2013 - Present
State Street September 2008 - February 2013
BMO Nesbitt Burns September 2006 - September 2008
Skills
Currency Hedging..., FX Analyst, Portfolio Analyst, Tactial Asset Allocation, Futures, Management, Fixed Income Analysis, Bloomberg Terminal, Fixed Income, Currency
Education
University of Leicester 1999 — 2003
BA (Hons), French
CFA Institute
CFA Level 1, CFA Level 1
State Street April 2015 - Present
State Street July 2013 - Present
State Street February 2013 - Present
State Street September 2008 - February 2013
BMO Nesbitt Burns September 2006 - September 2008
Skills
Currency Hedging..., FX Analyst, Portfolio Analyst, Tactial Asset Allocation, Futures, Management, Fixed Income Analysis, Bloomberg Terminal, Fixed Income, Currency
Education
University of Leicester 1999 — 2003
BA (Hons), French
CFA Institute
CFA Level 1, CFA Level 1
Daryn Bieber Daryn Bieber's BMO Nesbitt Burns Experience May 2010 - September 2010
Job Student at University of Calgary
Industry Oil & Energy
Experience
Husky Energy September 2012 - December 2013
TransCanada May 2011 - August 2011
BMO Nesbitt Burns May 2010 - September 2010
LDS Church September 2007 - September 2009
Skills
Commodity Markets, Natural Gas, Microsoft Excel, PowerPoint, Creative Problem Solving, Time Management, Computer Proficiency, Finance, Personal Financial..., Economics
Education
The University of Calgary 2011 — 2014
Bachelors, Economics
Husky Energy September 2012 - December 2013
TransCanada May 2011 - August 2011
BMO Nesbitt Burns May 2010 - September 2010
LDS Church September 2007 - September 2009
Skills
Commodity Markets, Natural Gas, Microsoft Excel, PowerPoint, Creative Problem Solving, Time Management, Computer Proficiency, Finance, Personal Financial..., Economics
Education
The University of Calgary 2011 — 2014
Bachelors, Economics
Kelly Walsh Kelly Walsh's BMO Nesbitt Burns Experience November 2011 - August 2015
Job National Director, Advisor Coaching at Credential Financial Inc.
Industry Financial Services
Experience
Credential August 2015 - Present
BMO Nesbitt Burns November 2011 - August 2015
Raymond James Ltd. April 2000 - November 2011
Island Savings Credit Union May 1999 - March 2000
Island Savings Credit Union November 1996 - May 1999
Island Savings Credit Union August 1993 - November 1996
Skills
Wealth Management, Investments, Investment Advisory, Retirement Planning, Wealth, Retirement, Options, Fixed Income, Financial Advisory, Strategic Financial..., Financial Services, Equities, Portfolio Management, Small Business, Asset Management, Mutual Funds, Relationship Management, Alternative Investments, Mortgage Lending, Financial Planners, Estate Planning, Securities, Business Development, Asset Allocation, Disability Insurance, Risk Management, Investment Strategies, Financial Risk, Insurance, Banking, Finance, Wealth Management..., Financial Planning
Education
Advantage Coaching & Training 2010 — 2010
RCC, Registered Corporate Coach
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA, Investment Management
University of Victoria 1997 — 1998
Business Administration
University of Victoria 1991 — 1996
Bachelor of Arts, Psychology & Sociology
InDesign Course
South Carleton HS
Credential August 2015 - Present
BMO Nesbitt Burns November 2011 - August 2015
Raymond James Ltd. April 2000 - November 2011
Island Savings Credit Union May 1999 - March 2000
Island Savings Credit Union November 1996 - May 1999
Island Savings Credit Union August 1993 - November 1996
Skills
Wealth Management, Investments, Investment Advisory, Retirement Planning, Wealth, Retirement, Options, Fixed Income, Financial Advisory, Strategic Financial..., Financial Services, Equities, Portfolio Management, Small Business, Asset Management, Mutual Funds, Relationship Management, Alternative Investments, Mortgage Lending, Financial Planners, Estate Planning, Securities, Business Development, Asset Allocation, Disability Insurance, Risk Management, Investment Strategies, Financial Risk, Insurance, Banking, Finance, Wealth Management..., Financial Planning
Education
Advantage Coaching & Training 2010 — 2010
RCC, Registered Corporate Coach
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA, Investment Management
University of Victoria 1997 — 1998
Business Administration
University of Victoria 1991 — 1996
Bachelor of Arts, Psychology & Sociology
InDesign Course
South Carleton HS
Lisa Tsuji Lisa Tsuji's BMO Nesbitt Burns Experience December 1997 - June 2005
Job Curator, Live Productions at Earth Rangers
Industry Nonprofit Organization Management
Experience
Earth Rangers February 2010 - Present
Earth Rangers January 2009 - February 2010
Earth Rangers June 2007 - January 2009
Bank of Montreal June 2005 - June 2007
BMO Nesbitt Burns December 1997 - June 2005
Toronto Zoo February 1992 - November 1997
Skills
Non-profits, Research, Community Outreach, Fundraising, Event Planning, Nonprofits, Public Speaking, Microsoft Office, Program Development, Event Management, Sustainability, Strategic Planning, Project Management, Strategic Communications, Program Management, Social Media, Volunteer Management, Proposal Writing, Blogging, Team Building, Environmental Education, Leadership, Editing, Public Relations, Team Leadership, Management, Marketing Communications, PowerPoint, Outlook
Education
University of Guelph 1992 — 1996
Bachelor of Science, Wildlife Biology
Earth Rangers February 2010 - Present
Earth Rangers January 2009 - February 2010
Earth Rangers June 2007 - January 2009
Bank of Montreal June 2005 - June 2007
BMO Nesbitt Burns December 1997 - June 2005
Toronto Zoo February 1992 - November 1997
Skills
Non-profits, Research, Community Outreach, Fundraising, Event Planning, Nonprofits, Public Speaking, Microsoft Office, Program Development, Event Management, Sustainability, Strategic Planning, Project Management, Strategic Communications, Program Management, Social Media, Volunteer Management, Proposal Writing, Blogging, Team Building, Environmental Education, Leadership, Editing, Public Relations, Team Leadership, Management, Marketing Communications, PowerPoint, Outlook
Education
University of Guelph 1992 — 1996
Bachelor of Science, Wildlife Biology
Skaria Alexander's BMO Nesbitt Burns Experience 1999 - 2002
Job Project Manager at Verax Inc. and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Verax Consulting November 2003 - Present
Scotiabank February 2011 - August 2012
TD Wealth Management July 2010 - January 2011
BMO May 2010 - July 2010
CIBC June 2009 - May 2010
Manulife Financial October 2008 - April 2009
Davis+Henderson November 2006 - August 2008
BMO Bank of Montreal April 2005 - October 2006
BMO Nesbitt Burns 1999 - 2002
Skills
Business Analysis, SDLC, Integration, Databases, Management, Software Project..., Requirements Analysis, User Acceptance Testing, Vendor Management, Project Portfolio..., PMP, Requirements Gathering, PMO, Consulting, Business Process..., Program Management, Solution Architecture
Education
SIWS 1983 — 1990
University of Mumbai
Computer Science
Verax Consulting November 2003 - Present
Scotiabank February 2011 - August 2012
TD Wealth Management July 2010 - January 2011
BMO May 2010 - July 2010
CIBC June 2009 - May 2010
Manulife Financial October 2008 - April 2009
Davis+Henderson November 2006 - August 2008
BMO Bank of Montreal April 2005 - October 2006
BMO Nesbitt Burns 1999 - 2002
Skills
Business Analysis, SDLC, Integration, Databases, Management, Software Project..., Requirements Analysis, User Acceptance Testing, Vendor Management, Project Portfolio..., PMP, Requirements Gathering, PMO, Consulting, Business Process..., Program Management, Solution Architecture
Education
SIWS 1983 — 1990
University of Mumbai
Computer Science
Alistair Sumner's BMO Nesbitt Burns Experience 1999 - 2003
Job Business Continuity and Disaster Recovery
Industry Management Consulting
Experience
Praxis Knowledge Systems Inc January 1995 - Present
Aikido Reishinkan July 1994 - Present
BMO Financial Group 2008 - 2010
Focused Management International 2000 - 2008
TD Waterhouse 2006 - 2007
RBC 2005 - 2005
TD Securities 2003 - 2005
BMO Nesbitt Burns 1999 - 2003
Diversey Corporation 1990 - 1995
American Cyanamid 1980 - 1989
Education
EXIN ITIL Foundation Certificate
Certificate, ITIL Foundation
University of Toronto - Rotman School of Management 1988 — 1990
MBA, Policy & Finance
University of Liverpool 1971 — 1976
B Sc Hons, Organic Chemistry
Praxis Knowledge Systems Inc January 1995 - Present
Aikido Reishinkan July 1994 - Present
BMO Financial Group 2008 - 2010
Focused Management International 2000 - 2008
TD Waterhouse 2006 - 2007
RBC 2005 - 2005
TD Securities 2003 - 2005
BMO Nesbitt Burns 1999 - 2003
Diversey Corporation 1990 - 1995
American Cyanamid 1980 - 1989
Education
EXIN ITIL Foundation Certificate
Certificate, ITIL Foundation
University of Toronto - Rotman School of Management 1988 — 1990
MBA, Policy & Finance
University of Liverpool 1971 — 1976
B Sc Hons, Organic Chemistry
Nick Mazer's BMO Nesbitt Burns Experience January 2001 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns January 2001 - Present
TD Evergreen November 1995 - January 2001
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Wealth, ETFs, Strategic Financial..., Retirement, High Net Worth..., Estate Planning, Investments, Wealth Management..., Bonds, Equities, Portfolio Management, Securities, Canadian Securities..., Segregated Funds, Options, Alternative Investments, Fixed Income, Financial Advisory
Education
University of Regina 1987 — 1991
B.Admin.
University of Saskatchewan 1980 — 1984
Bachelor of Arts (B.A.)
BMO Nesbitt Burns January 2001 - Present
TD Evergreen November 1995 - January 2001
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Wealth, ETFs, Strategic Financial..., Retirement, High Net Worth..., Estate Planning, Investments, Wealth Management..., Bonds, Equities, Portfolio Management, Securities, Canadian Securities..., Segregated Funds, Options, Alternative Investments, Fixed Income, Financial Advisory
Education
University of Regina 1987 — 1991
B.Admin.
University of Saskatchewan 1980 — 1984
Bachelor of Arts (B.A.)
Donald Lloyd's BMO Nesbitt Burns Experience 1987 - 2000
Job SVP Capital Markets: Foreign Exchange and Interest Rate Derivatives
Industry Capital Markets
Experience
Associated Bank February 2008 - Present
BMO Nesbitt Burns 1987 - 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1987
MBA, Finance
University of Mississippi 1976 — 1980
BBA, Banking and Finance
Associated Bank February 2008 - Present
BMO Nesbitt Burns 1987 - 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1987
MBA, Finance
University of Mississippi 1976 — 1980
BBA, Banking and Finance
Robert Boulet's BMO Nesbitt Burns Experience 1997 - 2005
Job Manager, Business Analysis at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2005 - Present
BMO Nesbitt Burns 1997 - 2005
TD Bank 1996 - 1997
Manulife Financial 1988 - 1996
Alberta Treasury 1982 - 1988
Skills
Equities, Derivatives, Fixed Income, Middle Office, Credit Derivatives, Credit, Market Data, Back Office, Electronic Trading, Securities, Capital Markets, Equity Derivatives, Trading, Settlement, Options, Market Risk, Trading Systems, FX trading, Money Market, Prime Brokerage, FX Options, Interest Rate..., Bloomberg, Foreign Exchange
Education
University of Calgary
RBC Capital Markets 2005 - Present
BMO Nesbitt Burns 1997 - 2005
TD Bank 1996 - 1997
Manulife Financial 1988 - 1996
Alberta Treasury 1982 - 1988
Skills
Equities, Derivatives, Fixed Income, Middle Office, Credit Derivatives, Credit, Market Data, Back Office, Electronic Trading, Securities, Capital Markets, Equity Derivatives, Trading, Settlement, Options, Market Risk, Trading Systems, FX trading, Money Market, Prime Brokerage, FX Options, Interest Rate..., Bloomberg, Foreign Exchange
Education
University of Calgary
Stephen McGurk's BMO Nesbitt Burns Experience October 1996 - November 1999
Job Leader
Industry Financial Services
Experience
CPP Investment Board 2008 - Present
Niagara Institute 2010 - 2010
Perimeter Financial June 2003 - June 2008
Investment Administration Sciences 2003 - 2006
Financial Models Company November 1999 - May 2003
BMO Nesbitt Burns October 1996 - November 1999
Thomson Newspapers 1993 - 1996
The Globe and Mail 1984 - 1993
Skills
Strategy Development, Program Management, Organizational..., Portfolio Management, Investments, Strategic Planning, Alternative Investments, Business Intelligence, Financial Analysis, Product Management, Project Management, Process Improvement, Vendor Management, Analysis, Back Office, Strategy
Education
University of Guelph 1986 — 1991
Bachelor of Arts
CPP Investment Board 2008 - Present
Niagara Institute 2010 - 2010
Perimeter Financial June 2003 - June 2008
Investment Administration Sciences 2003 - 2006
Financial Models Company November 1999 - May 2003
BMO Nesbitt Burns October 1996 - November 1999
Thomson Newspapers 1993 - 1996
The Globe and Mail 1984 - 1993
Skills
Strategy Development, Program Management, Organizational..., Portfolio Management, Investments, Strategic Planning, Alternative Investments, Business Intelligence, Financial Analysis, Product Management, Project Management, Process Improvement, Vendor Management, Analysis, Back Office, Strategy
Education
University of Guelph 1986 — 1991
Bachelor of Arts
Blair Wilson's BMO Nesbitt Burns Experience October 2008 - September 2014
Job Senior Investment Analyst at Fairbank Investment Management Limited
Industry Financial Services
Experience
Fairbank Investment Management Limited October 2014 - Present
BMO Nesbitt Burns October 2008 - September 2014
Blackmont Capital March 2005 - July 2008
ScotiaMcLeod February 1999 - February 2005
Skills
Bonds, Investments, Wealth Management, Investment Strategies, Equities, ETFs, Alternative Investments, Asset Allocation, Retirement Planning, Investment Advisory
Education
University of King's College 1989 — 1993
BA, Philosophy/Economics
UCC
Fairbank Investment Management Limited October 2014 - Present
BMO Nesbitt Burns October 2008 - September 2014
Blackmont Capital March 2005 - July 2008
ScotiaMcLeod February 1999 - February 2005
Skills
Bonds, Investments, Wealth Management, Investment Strategies, Equities, ETFs, Alternative Investments, Asset Allocation, Retirement Planning, Investment Advisory
Education
University of King's College 1989 — 1993
BA, Philosophy/Economics
UCC
James McCallum, CFA's BMO Nesbitt Burns Experience June 1995 - June 1997
Job Managing Director at Richardson Capital Limited
Industry Financial Services
Experience
Strad Energy Services Ltd. 2013 - Present
Trillium Health Care Products 2007 - Present
Richardson Capital Limited March 2004 - Present
Deutsche Bank Securities 2000 - 2004
Citi 1997 - 2000
BMO Nesbitt Burns June 1995 - June 1997
Skills
Mergers & Acquisitions, Valuation, Financial Analysis, Private Equity, Corporate Finance, LBO, Capital Markets, Business Strategy, Investment Banking, Management
Education
University of Manitoba
Bachelor of Commerce (Hons)
Strad Energy Services Ltd. 2013 - Present
Trillium Health Care Products 2007 - Present
Richardson Capital Limited March 2004 - Present
Deutsche Bank Securities 2000 - 2004
Citi 1997 - 2000
BMO Nesbitt Burns June 1995 - June 1997
Skills
Mergers & Acquisitions, Valuation, Financial Analysis, Private Equity, Corporate Finance, LBO, Capital Markets, Business Strategy, Investment Banking, Management
Education
University of Manitoba
Bachelor of Commerce (Hons)
Eric Cazeault's BMO Nesbitt Burns Experience 1996 - 2003
Job Business Developer
Industry Education Management
Experience
University of Ottawa June 2006 - Present
University of Ottawa MBA Alumni Association 2005 - 2014
BMO Nesbitt Burns 1996 - 2003
Skills
Financial Analysis, Risk Management, Public Speaking, Strategic Financial..., Strategic Planning, Management Consulting, Investments, Research, Coaching, Portfolio Management, Business Analysis, Analysis, Team Leadership, Corporate Finance, Leadership, Business Strategy, French, Financial Modeling, Event Planning, Economics, Business Process..., Teamwork, Strategy, Data Analysis, Entrepreneurship, Training, Business Planning, Policy, Budgets, Program Management, Finance, Management
Education
University of Ottawa 2004 — 2005
MBA, Business
Universite du Quebec en Outaouais 1990 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Ottawa June 2006 - Present
University of Ottawa MBA Alumni Association 2005 - 2014
BMO Nesbitt Burns 1996 - 2003
Skills
Financial Analysis, Risk Management, Public Speaking, Strategic Financial..., Strategic Planning, Management Consulting, Investments, Research, Coaching, Portfolio Management, Business Analysis, Analysis, Team Leadership, Corporate Finance, Leadership, Business Strategy, French, Financial Modeling, Event Planning, Economics, Business Process..., Teamwork, Strategy, Data Analysis, Entrepreneurship, Training, Business Planning, Policy, Budgets, Program Management, Finance, Management
Education
University of Ottawa 2004 — 2005
MBA, Business
Universite du Quebec en Outaouais 1990 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clayton Bittner's BMO Nesbitt Burns Experience 1997 - 1998
Job Vice President, Canadian Equities at GreatWest Life
Industry Financial Services
Experience
Great-West Life December 2006 - Present
Investors Group 2000 - 2006
Loring Ward 1998 - 2000
BMO Nesbitt Burns 1997 - 1998
Investors Group 1995 - 1997
Skills
Portfolio Management, Mutual Funds, Equities, Asset Management, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Analysis, Wealth Management, Due Diligence, Bloomberg, Valuation, Financial Management, Banking, Mergers, Forecasting, Accounting, Strategic Planning, Business Strategy, Business Analysis, Economics, Compliance, Management Consulting, Market Research, Excel, Research, Financial Accounting, Capital Markets, Business Valuation, Strategic Financial..., Mergers & Acquisitions, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Manitoba 1993 — 1997
Bachelor of Commerce, Finance & Marketing
Silver Heights Collegiate 1987 — 1990
Great-West Life December 2006 - Present
Investors Group 2000 - 2006
Loring Ward 1998 - 2000
BMO Nesbitt Burns 1997 - 1998
Investors Group 1995 - 1997
Skills
Portfolio Management, Mutual Funds, Equities, Asset Management, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Analysis, Wealth Management, Due Diligence, Bloomberg, Valuation, Financial Management, Banking, Mergers, Forecasting, Accounting, Strategic Planning, Business Strategy, Business Analysis, Economics, Compliance, Management Consulting, Market Research, Excel, Research, Financial Accounting, Capital Markets, Business Valuation, Strategic Financial..., Mergers & Acquisitions, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Manitoba 1993 — 1997
Bachelor of Commerce, Finance & Marketing
Silver Heights Collegiate 1987 — 1990
Darlene Dupont's BMO Nesbitt Burns Experience 2006 - Present
Job Lending Specialist at Bank of Montreal
Industry Financial Services
Experience
BMO Financial Group September 2008 - Present
BMO Nesbitt Burns 2006 - Present
BMO Nesbitt Burns 2006 - Present
Bank of Montreal December 1978 - Present
BMO Financial Group 2004 - 2009
Skills
Mortgage Lending, Mortgage, Loans, Credit, Lines Of Credit, Personal Finance, Banking, Risk Management, Relationship Management, Investments, Wealth Management, Residential Mortgages, Retirement Planning, Mutual Funds, Portfolio Management, Consumer Lending, Commercial Banking, Retail Banking, Credit Risk, Financial Advisory, Strategic Financial..., Credit Analysis, Refinance, Commercial Lending, Securities, Financial Services, Capital Markets, Debt Consolidation, Wealth Management..., Financial Risk
Education
University of Ottawa
Business
BMO Financial Group September 2008 - Present
BMO Nesbitt Burns 2006 - Present
BMO Nesbitt Burns 2006 - Present
Bank of Montreal December 1978 - Present
BMO Financial Group 2004 - 2009
Skills
Mortgage Lending, Mortgage, Loans, Credit, Lines Of Credit, Personal Finance, Banking, Risk Management, Relationship Management, Investments, Wealth Management, Residential Mortgages, Retirement Planning, Mutual Funds, Portfolio Management, Consumer Lending, Commercial Banking, Retail Banking, Credit Risk, Financial Advisory, Strategic Financial..., Credit Analysis, Refinance, Commercial Lending, Securities, Financial Services, Capital Markets, Debt Consolidation, Wealth Management..., Financial Risk
Education
University of Ottawa
Business
Keith L Dyck, CFP's BMO Nesbitt Burns Experience Investment Sales ManagerBank of MontrealOctober 2002 - December 2008
Job Investment Advisor at BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns Investment Sales ManagerBank of MontrealOctober 2002 - December 2008
Education
University of Regina 1991 — 1996
B Admin, Economics, Commerce
BMO Nesbitt Burns Investment Sales ManagerBank of MontrealOctober 2002 - December 2008
Education
University of Regina 1991 — 1996
B Admin, Economics, Commerce
Karen Kochan's BMO Nesbitt Burns Experience December 1994 - Present
Job Investment Advisor and Portfolio Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns December 1994 - Present
Skills
Strategic Financial..., Retirement Planning, Investments, Financial Services
Education
University of Manitoba 1989 — 1993
Bachelor of Commerce (B.Com.), Finance, General
Fort Richmond Collegiate 1987 — 1989
BMO Nesbitt Burns December 1994 - Present
Skills
Strategic Financial..., Retirement Planning, Investments, Financial Services
Education
University of Manitoba 1989 — 1993
Bachelor of Commerce (B.Com.), Finance, General
Fort Richmond Collegiate 1987 — 1989
Sean Crockett's BMO Nesbitt Burns Experience January 2000 - June 2003
Job District Vice_President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2006 - Present
Fidelity Investments August 2004 - August 2006
CIBC Imperial Service October 2003 - August 2004
BMO Nesbitt Burns January 2000 - June 2003
ScotiaMcLeod March 1998 - December 1999
Skills
Estate Planning, Asset Allocation, Investments, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Sales, Investment Strategies, Financial Advisory, Fixed Income, Equities, Business Strategy, Practice Management, Investment Advisory, Personal Financial..., Certified Financial..., Portfolio Management, High Net Worth..., Retirement Planning, ETFs, Financial Services, Series 63, Alternative Investments, Securities
Education
Financial Planning Standards Council 1999 — 1999
Certified Financial Planner (CFP), Financial Planning
Canadian Securities Institute 1987 — 1997
Professional Financial Planning Course
Canadian Securites Institure 1996 — 1996
Conduct and Practices Handbook
University of Ottawa 1992 — 1996
B Comm, Finance/Entrpreneurial Management
Canadian Securities Institute 1993 — 1993
Canadian Securiteis Course
Fidelity Investments August 2006 - Present
Fidelity Investments August 2004 - August 2006
CIBC Imperial Service October 2003 - August 2004
BMO Nesbitt Burns January 2000 - June 2003
ScotiaMcLeod March 1998 - December 1999
Skills
Estate Planning, Asset Allocation, Investments, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Sales, Investment Strategies, Financial Advisory, Fixed Income, Equities, Business Strategy, Practice Management, Investment Advisory, Personal Financial..., Certified Financial..., Portfolio Management, High Net Worth..., Retirement Planning, ETFs, Financial Services, Series 63, Alternative Investments, Securities
Education
Financial Planning Standards Council 1999 — 1999
Certified Financial Planner (CFP), Financial Planning
Canadian Securities Institute 1987 — 1997
Professional Financial Planning Course
Canadian Securites Institure 1996 — 1996
Conduct and Practices Handbook
University of Ottawa 1992 — 1996
B Comm, Finance/Entrpreneurial Management
Canadian Securities Institute 1993 — 1993
Canadian Securiteis Course
Patricia Seaman's BMO Nesbitt Burns Experience October 2005 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
RBC Financial Group January 2009 - May 2009
RBC Dominion Securities October 2008 - December 2008
BMO Nesbitt Burns October 2005 - October 2008
MFC Global Investments April 2003 - October 2005
Manulife Real Estate April 2001 - March 2003
Ministry of the Attorney General January 2001 - January 2002
Governing Council January 1998 - January 2001
Education
University of Calgary 1978 — 1983
Honors Bachelor of Arts, English Literature; Fine Arts
RBC Financial Group January 2009 - May 2009
RBC Dominion Securities October 2008 - December 2008
BMO Nesbitt Burns October 2005 - October 2008
MFC Global Investments April 2003 - October 2005
Manulife Real Estate April 2001 - March 2003
Ministry of the Attorney General January 2001 - January 2002
Governing Council January 1998 - January 2001
Education
University of Calgary 1978 — 1983
Honors Bachelor of Arts, English Literature; Fine Arts
Rick Brownstein's BMO Nesbitt Burns Experience May 2002 - December 2004
Job Director of Business Development at International Foods & Ingredients, Inc.
Industry Food & Beverages
Experience
ifiGOURMET January 2003 - Present
BMO Nesbitt Burns May 2002 - December 2004
LaSalle Bank January 1999 - May 2001
Education
University of Colorado Boulder 1994 — 1998
Bachelors, Business - Accounting & Finance
ifiGOURMET January 2003 - Present
BMO Nesbitt Burns May 2002 - December 2004
LaSalle Bank January 1999 - May 2001
Education
University of Colorado Boulder 1994 — 1998
Bachelors, Business - Accounting & Finance
Ian Marthinsen's BMO Nesbitt Burns Experience October 2009 - September 2010
Job Financial Professional
Industry Financial Services
Experience
Gluskin Sheff + Associates Inc. September 2013 - August 2015
Gluskin Sheff + Associates December 2011 - August 2013
Leon Frazer & Associates Inc. September 2010 - November 2011
BMO Nesbitt Burns October 2009 - September 2010
Markit Group Ltd. July 2006 - August 2006
Education
University of Guelph 2004 — 2008
Bachelor of Commerce, Marketing
RSGC
Gluskin Sheff + Associates Inc. September 2013 - August 2015
Gluskin Sheff + Associates December 2011 - August 2013
Leon Frazer & Associates Inc. September 2010 - November 2011
BMO Nesbitt Burns October 2009 - September 2010
Markit Group Ltd. July 2006 - August 2006
Education
University of Guelph 2004 — 2008
Bachelor of Commerce, Marketing
RSGC
Marie C. Blanchet's BMO Nesbitt Burns Experience 2010 - June 2011
Job Senior Consultant Private Wealth 1859/National Bank Financial
Industry Financial Services
Experience
National Bank Financial - Private Wealth 1859 May 2011 - Present
BMO Nesbitt Burns 2010 - June 2011
Educators Financial Group Inc. January 2001 - October 2010
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Investments, Estate Planning, Mutual Funds, Retirement, Portfolio Management, Asset Managment, Securities, Investment Strategies, Wealth, Asset Allocation, Risk Management, High Net Worth..., Financial Planners, Finance, Financial Services, Wealth Management..., Financial Planning
Education
University of Ottawa 1986 — 1990
Honours Bachelor of Commerce, Accounting
University of Ottawa / Université d'Ottawa 1986 — 1990
Honours Bacjelor of Commerce, Accounting
National Bank Financial - Private Wealth 1859 May 2011 - Present
BMO Nesbitt Burns 2010 - June 2011
Educators Financial Group Inc. January 2001 - October 2010
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Investments, Estate Planning, Mutual Funds, Retirement, Portfolio Management, Asset Managment, Securities, Investment Strategies, Wealth, Asset Allocation, Risk Management, High Net Worth..., Financial Planners, Finance, Financial Services, Wealth Management..., Financial Planning
Education
University of Ottawa 1986 — 1990
Honours Bachelor of Commerce, Accounting
University of Ottawa / Université d'Ottawa 1986 — 1990
Honours Bacjelor of Commerce, Accounting
Mary Beth Fenton's BMO Nesbitt Burns Experience November 1985 - Present
Job Wealth Advisor, VicePresident at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns November 1985 - Present
Skills
Investments, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning, Mutual Funds, Asset Management, Equities
Education
University of New Brunswick
BMO Nesbitt Burns November 1985 - Present
Skills
Investments, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning, Mutual Funds, Asset Management, Equities
Education
University of New Brunswick
Christopher With, CFP, PFP, Bcomm's BMO Nesbitt Burns Experience February 2010 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns February 2010 - Present
CIBC Wood Gundy 2007 - 2010
Fidelity Investments 2004 - 2007
Skills
Portfolio Management, Retirement Planning, Estate Planning, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Strategic Financial..., Investment Management, Wealth Management, Investment Advisory, Financial Planners, Alternative Investments, Mutual Funds, Equities, ETFs
Education
University of Guelph 2000 — 2004
Economics/Finance, Economics & Finance
Certified Financial Planner, CFP 2007 — 2009
Financial Planners Standards Counsel
Personal Financial Planner, PFP
Canadian Securities Institute
Life License Qualification Program (LLQP)
Weath Management Essentials (WME)
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute, CSC
BMO Nesbitt Burns February 2010 - Present
CIBC Wood Gundy 2007 - 2010
Fidelity Investments 2004 - 2007
Skills
Portfolio Management, Retirement Planning, Estate Planning, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Strategic Financial..., Investment Management, Wealth Management, Investment Advisory, Financial Planners, Alternative Investments, Mutual Funds, Equities, ETFs
Education
University of Guelph 2000 — 2004
Economics/Finance, Economics & Finance
Certified Financial Planner, CFP 2007 — 2009
Financial Planners Standards Counsel
Personal Financial Planner, PFP
Canadian Securities Institute
Life License Qualification Program (LLQP)
Weath Management Essentials (WME)
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute, CSC
Chris Mao's BMO Nesbitt Burns Experience September 2005 - October 2006
Job Project Manager at Urban Custom Homes
Industry Banking
Experience
Panache Homes May 2015 - Present
Urban Custom Homes February 2014 - Present
ATB Financial February 2013 - February 2014
Scotiabank April 2012 - January 2013
Scotiabank June 2009 - April 2012
CIBC November 2006 - October 2008
EVO Electronics Ltd, and Tech Pluz Trading Inc 2004 - 2008
BMO Nesbitt Burns September 2005 - October 2006
Skills
Analysis, Relationship Management, Commercial Lending, Planning, Mutual Funds, Retirement Planning, Wealth Management, Commercial Banking
Education
University of New Brunswick 2001 — 2005
BBA, Finance
Panache Homes May 2015 - Present
Urban Custom Homes February 2014 - Present
ATB Financial February 2013 - February 2014
Scotiabank April 2012 - January 2013
Scotiabank June 2009 - April 2012
CIBC November 2006 - October 2008
EVO Electronics Ltd, and Tech Pluz Trading Inc 2004 - 2008
BMO Nesbitt Burns September 2005 - October 2006
Skills
Analysis, Relationship Management, Commercial Lending, Planning, Mutual Funds, Retirement Planning, Wealth Management, Commercial Banking
Education
University of New Brunswick 2001 — 2005
BBA, Finance
Hudson Ma's BMO Nesbitt Burns Experience
Job Investment Advisor and Portfolio Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns
Skills
Investment Advisory, Wealth Management, Investments, Investment Strategies, Mutual Funds
Education
University of Calgary
Bachelor’s Degree, Economics
BMO Nesbitt Burns
Skills
Investment Advisory, Wealth Management, Investments, Investment Strategies, Mutual Funds
Education
University of Calgary
Bachelor’s Degree, Economics
Sherry Richardson's BMO Nesbitt Burns Experience October 1993 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns October 1993 - Present
Wascana Energy May 1988 - September 1993
Sherry Richardson Consulting May 1985 - April 1988
Chevron 1984 - 1984
Skills
Cash Flow Management, Retirement Strategies, Portfolio Management, Estate Planning, Wealth Transfer Advice, Cash Flow, Finance, Financial Services, Retirement Planning
Education
University of Regina 1980 — 1985
B.Sc.Hons, Geology
BMO Nesbitt Burns October 1993 - Present
Wascana Energy May 1988 - September 1993
Sherry Richardson Consulting May 1985 - April 1988
Chevron 1984 - 1984
Skills
Cash Flow Management, Retirement Strategies, Portfolio Management, Estate Planning, Wealth Transfer Advice, Cash Flow, Finance, Financial Services, Retirement Planning
Education
University of Regina 1980 — 1985
B.Sc.Hons, Geology
Anna Przeslakiewicz, CFA's BMO Nesbitt Burns Experience November 2008 - March 2009
Job Investment Counsellor at Mawer Investment Management
Industry Investment Management
Experience
Mawer Investment Management July 2015 - Present
Mawer Investment Management March 2014 - June 2015
Mawer Investment Management March 2012 - March 2014
Quadrant Asset Management June 2009 - March 2012
BMO Nesbitt Burns November 2008 - March 2009
RBC Royal Bank March 2003 - November 2008
Skills
Investments, Asset Management, Wealth Management
Education
University of Manitoba 2005 — 2009
Bachelor of Commerce (Hons), Finance and Accounting
Mawer Investment Management July 2015 - Present
Mawer Investment Management March 2014 - June 2015
Mawer Investment Management March 2012 - March 2014
Quadrant Asset Management June 2009 - March 2012
BMO Nesbitt Burns November 2008 - March 2009
RBC Royal Bank March 2003 - November 2008
Skills
Investments, Asset Management, Wealth Management
Education
University of Manitoba 2005 — 2009
Bachelor of Commerce (Hons), Finance and Accounting
Robert I.B. Babee's BMO Nesbitt Burns Experience April 1992 - Present
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns April 1992 - Present
Skills
Investment Advisory, Wealth Management, Investments, Retirement Planning
Education
University of Alberta 1979 — 1988
BSc,BA,BComm, Mathematics, Economics, Finance
BMO Nesbitt Burns April 1992 - Present
Skills
Investment Advisory, Wealth Management, Investments, Retirement Planning
Education
University of Alberta 1979 — 1988
BSc,BA,BComm, Mathematics, Economics, Finance
Patricia Seaman's BMO Nesbitt Burns Experience October 2005 - November 2008
Job Financial Planner, Investment & Retirement Planning at BMO Financial Group
Industry Banking
Experience
BMO Financial Group March 2010 - Present
BMO Nesbitt Burns October 2005 - November 2008
Skills
Investments, Investment Advisory, Finance, Retirement Planning
Education
The University of Calgary 1978 — 1983
Bachelor of Arts (BA), English Language and Literature/Letters
BMO Financial Group March 2010 - Present
BMO Nesbitt Burns October 2005 - November 2008
Skills
Investments, Investment Advisory, Finance, Retirement Planning
Education
The University of Calgary 1978 — 1983
Bachelor of Arts (BA), English Language and Literature/Letters
Alex McEachern, B. Comm (hons), PFP's BMO Nesbitt Burns Experience 2006 - 2008
Job Financial Planner, Investment & Retirement Planning at BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2008 - Present
BMO Nesbitt Burns 2006 - 2008
Skills
Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Finance, Estate Planning, Investment Management, Fixed Income, Personal Finance, Wealth Management..., Risk Management, Equities, Retirement, Relationship Management, Asset Allocation, Wealth, Financial Analysis, Financial Services, Financial Planners, Financial Planning
Education
University of Manitoba 2002 — 2006
B. Comm. (Hons), Finance and Accounting
BMO Financial Group September 2008 - Present
BMO Nesbitt Burns 2006 - 2008
Skills
Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Finance, Estate Planning, Investment Management, Fixed Income, Personal Finance, Wealth Management..., Risk Management, Equities, Retirement, Relationship Management, Asset Allocation, Wealth, Financial Analysis, Financial Services, Financial Planners, Financial Planning
Education
University of Manitoba 2002 — 2006
B. Comm. (Hons), Finance and Accounting
Robert Allair's BMO Nesbitt Burns Experience April 1989 - Present
Job Chief Financial Officer at Bolton Capital Canada Inc.
Industry Investment Banking
Experience
Bolton Capital Canada Inc. March 2014 - Present
BMO Nesbitt Burns April 1989 - Present
Education
University of Toronto 1980 — 1983
B Comm, Commerce/Economics
University of Ottawa / Université d'Ottawa 1976 — 1976
Music
York University 1975 — 1975
Music
Monarch Park Secondary School 1970 — 1974
Bolton Capital Canada Inc. March 2014 - Present
BMO Nesbitt Burns April 1989 - Present
Education
University of Toronto 1980 — 1983
B Comm, Commerce/Economics
University of Ottawa / Université d'Ottawa 1976 — 1976
Music
York University 1975 — 1975
Music
Monarch Park Secondary School 1970 — 1974
Laura Johnston, CFP's BMO Nesbitt Burns Experience October 2005 - August 2007
Job Investment Advisor Associate
Industry Financial Services
Experience
CIBC Wood Gundy October 2011 - Present
HSBC Securities September 2007 - October 2011
BMO Nesbitt Burns October 2005 - August 2007
Education
University of Ottawa / Université d'Ottawa 2001 — 2005
Bachelor of Commerce (BCom)
CIBC Wood Gundy October 2011 - Present
HSBC Securities September 2007 - October 2011
BMO Nesbitt Burns October 2005 - August 2007
Education
University of Ottawa / Université d'Ottawa 2001 — 2005
Bachelor of Commerce (BCom)
Cheryl Palamar's BMO Nesbitt Burns Experience 2005 - 2007
Job Manager of Menu Development & Innovation at Jugo Juice International
Industry Restaurants
Experience
Jugo Juice International Company June 2013 - Present
Moxie's Restaurants LP May 2012 - June 2013
Moxie's Restaurants LP July 2011 - May 2012
Moxie's Classic Grill November 2007 - July 2011
BMO Nesbitt Burns 2005 - 2007
Bank of Montreal 2003 - 2005
Sheraton Cavalier Hotel Calgary 1998 - 2003
Skills
Event Planning, Market Research, Copywriting, Copy Editing, Marketing Copy, Social Media Marketing, Marketing Communications, Marketing Strategy, Proofreading, Internal Communications, Art Direction, Talent Booking, Invoice Processing, Public Relations, Social Media, Event Management, Competitive Analysis, Foodie, Food Photography, Research Projects, Menu Engineering, Menu Development, Menu Costing, Sponsorship Programs, Restaurants, Marketing, Hospitality, Time Management, Creative Direction, Media Relations, Press Releases, Advertising, Direct Marketing, Corporate Communications, Email Marketing, Brand Development, Blogging, Strategic Communications, Digital Marketing, Brand Management, Social Networking, Online Marketing, Corporate Branding, Adobe Creative Suite, Online Advertising, Media Planning, Graphic Design, Google Analytics
Education
The University of Calgary 2013 — 2015
Professional Writing Certificate Specializing in Marketing & Public Relations
The University of Calgary 2006 — 2013
Public Relations Management Certificate
The University of Calgary 1998 — 2003
Bachelor of International Relations, Minor in English
Jugo Juice International Company June 2013 - Present
Moxie's Restaurants LP May 2012 - June 2013
Moxie's Restaurants LP July 2011 - May 2012
Moxie's Classic Grill November 2007 - July 2011
BMO Nesbitt Burns 2005 - 2007
Bank of Montreal 2003 - 2005
Sheraton Cavalier Hotel Calgary 1998 - 2003
Skills
Event Planning, Market Research, Copywriting, Copy Editing, Marketing Copy, Social Media Marketing, Marketing Communications, Marketing Strategy, Proofreading, Internal Communications, Art Direction, Talent Booking, Invoice Processing, Public Relations, Social Media, Event Management, Competitive Analysis, Foodie, Food Photography, Research Projects, Menu Engineering, Menu Development, Menu Costing, Sponsorship Programs, Restaurants, Marketing, Hospitality, Time Management, Creative Direction, Media Relations, Press Releases, Advertising, Direct Marketing, Corporate Communications, Email Marketing, Brand Development, Blogging, Strategic Communications, Digital Marketing, Brand Management, Social Networking, Online Marketing, Corporate Branding, Adobe Creative Suite, Online Advertising, Media Planning, Graphic Design, Google Analytics
Education
The University of Calgary 2013 — 2015
Professional Writing Certificate Specializing in Marketing & Public Relations
The University of Calgary 2006 — 2013
Public Relations Management Certificate
The University of Calgary 1998 — 2003
Bachelor of International Relations, Minor in English
Safia Iman, CPA, CGMA's BMO Nesbitt Burns Experience 1997 - 2003
Job Director, Enterprise Data Management, IT&S at Scotiabank
Industry Financial Services
Experience
Scotiabank 2014 - Present
OPSEU Pension Trust 2011 - 2013
HOOPP (Healthcare of Ontario Pension Plan) 2009 - 2011
BMO Financial Group 2006 - 2009
BMO Financial Group 2003 - 2006
BMO Nesbitt Burns 1997 - 2003
Ontario Teachers' Pension Plan 1993 - 1997
Skills
Investments, Banking, Capital Markets, Derivatives, Auditing, Process Improvement, Leadership, Financial Services, Internal Controls, Project Management, Pensions, Accounting, Operations Management, Business Strategy, Business Analysis, Managerial Finance, Data Management, Data Analysis, Regulatory Requirements
Education
University of Arizona
BS, Business and Public Administration, Double majoring in Accounting and Finance; minor in Economics
Scotiabank 2014 - Present
OPSEU Pension Trust 2011 - 2013
HOOPP (Healthcare of Ontario Pension Plan) 2009 - 2011
BMO Financial Group 2006 - 2009
BMO Financial Group 2003 - 2006
BMO Nesbitt Burns 1997 - 2003
Ontario Teachers' Pension Plan 1993 - 1997
Skills
Investments, Banking, Capital Markets, Derivatives, Auditing, Process Improvement, Leadership, Financial Services, Internal Controls, Project Management, Pensions, Accounting, Operations Management, Business Strategy, Business Analysis, Managerial Finance, Data Management, Data Analysis, Regulatory Requirements
Education
University of Arizona
BS, Business and Public Administration, Double majoring in Accounting and Finance; minor in Economics
Jean-François Pelletier's BMO Nesbitt Burns Experience 1990 - 1992
Job Director, Government Finance & Dept Capital Market at Scotiabank
Industry Capital Markets
Experience
Scotiabank Global Bankings and Markets May 2001 - Present
RBC Capital Markets December 1992 - May 2001
BMO Nesbitt Burns 1990 - 1992
Skills
Capital Markets, Interest Rate..., Fixed Income, Swaps, Derivatives, Investment Strategies, Bonds, FX Options, Bloomberg, Hedge Funds, Alternative Investments
Education
University of Ottawa / Université d'Ottawa
Scotiabank Global Bankings and Markets May 2001 - Present
RBC Capital Markets December 1992 - May 2001
BMO Nesbitt Burns 1990 - 1992
Skills
Capital Markets, Interest Rate..., Fixed Income, Swaps, Derivatives, Investment Strategies, Bonds, FX Options, Bloomberg, Hedge Funds, Alternative Investments
Education
University of Ottawa / Université d'Ottawa
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.