Canaccord Capital
Industry: Financial services company
DescriptionCanaccord Genuity Group Inc. is a global, full-service investment banking and financial services company that specializes in wealth management and brokerage in capital markets. It is the largest independent investment dealer in Canada. CEO: Daniel Daviau (Oct 1, 2015–) Assets under management: 31.3 billion CAD (2014) Headquarters: Vancouver, Canada Subsidiaries: Jitney Trade, Inc.,
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Canaccord Capital Employees
Employee
Years
Job
Industry
Cameron Kington Cameron Kington's Canaccord Capital Experience April 2002 - August 2007
Job Manager Workstation Services at Canaccord Financial
Industry Information Technology and Services
Experience
Canaccord Genuity September 2007 - Present
Canaccord Capital April 2002 - August 2007
Skills
Active Directory, Disaster Recovery, Management, System Deployment, Windows 7, Windows, Windows System..., Group Policy, Troubleshooting, Operating Systems, Hardware, Investments, Microsoft Exchange, Equities, Business Analysis, DNS
Education
CDI College 2001 — 2002
Diploma, Network and Internet Support Specialist
The University of British Columbia / UBC 1991 — 1995
Bachelor of Commerce (B.Com.), Urban Land Economics
Canaccord Genuity September 2007 - Present
Canaccord Capital April 2002 - August 2007
Skills
Active Directory, Disaster Recovery, Management, System Deployment, Windows 7, Windows, Windows System..., Group Policy, Troubleshooting, Operating Systems, Hardware, Investments, Microsoft Exchange, Equities, Business Analysis, DNS
Education
CDI College 2001 — 2002
Diploma, Network and Internet Support Specialist
The University of British Columbia / UBC 1991 — 1995
Bachelor of Commerce (B.Com.), Urban Land Economics
Jennifer Spallin CIM CFP Jennifer Spallin CIM CFP's Canaccord Capital Experience June 2005 - January 2009
Job Senior Wealth Manager for Physicians and their families, MD Financial Management
Industry Investment Management
Experience
MD Financial Management Gestion financière MD November 2011 - Present
Queensway Carleton Hospital Foundation June 2015 - Present
The DIVA Foundation October 2010 - October 2012
Richardson GMP Limited January 2009 - May 2011
Canaccord Capital June 2005 - January 2009
RBC Dominion Securities September 2000 - June 2005
Metro Plymouth Chrylser Ltd 1995 - 1997
Michael Davies Plymouth Chrysler 1993 - 1996
Skills
Wealth Management, Estate Planning, Tax, Investments, Retirement Planning, Asset Management, Mutual Funds, Leadership, Marketing Strategy, Investment Strategies, Public Speaking, Coaching, Integrated Marketing, Mentoring, Strategic Financial..., Portfolio Management, Financial Planners, Financial Analysis, Entrepreneurship, CRM, Finance, Strategic Planning, Financial Advisory, Business Planning, Team Leadership, Financial Services, Budgets, Time Management, Business Analysis, Retirement, Business Development, Business Strategy, Asset Managment, Investment Advisory, Wealth, High Net Worth..., Asset Allocation, Risk Management, Securities, Insurance, Financial Planning
Education
Algonquin College of Applied Arts and Technology
MD Financial Management Gestion financière MD November 2011 - Present
Queensway Carleton Hospital Foundation June 2015 - Present
The DIVA Foundation October 2010 - October 2012
Richardson GMP Limited January 2009 - May 2011
Canaccord Capital June 2005 - January 2009
RBC Dominion Securities September 2000 - June 2005
Metro Plymouth Chrylser Ltd 1995 - 1997
Michael Davies Plymouth Chrysler 1993 - 1996
Skills
Wealth Management, Estate Planning, Tax, Investments, Retirement Planning, Asset Management, Mutual Funds, Leadership, Marketing Strategy, Investment Strategies, Public Speaking, Coaching, Integrated Marketing, Mentoring, Strategic Financial..., Portfolio Management, Financial Planners, Financial Analysis, Entrepreneurship, CRM, Finance, Strategic Planning, Financial Advisory, Business Planning, Team Leadership, Financial Services, Budgets, Time Management, Business Analysis, Retirement, Business Development, Business Strategy, Asset Managment, Investment Advisory, Wealth, High Net Worth..., Asset Allocation, Risk Management, Securities, Insurance, Financial Planning
Education
Algonquin College of Applied Arts and Technology
Diane Kirby Diane Kirby's Canaccord Capital Experience October 2005 - February 2007
Job Experienced in Office Management & Human Resources
Industry Individual & Family Services
Experience
The ALS Society of Alberta December 2012 - Present
A Friend At Hand August 2010 - November 2012
Alberta Health Services February 2007 - March 2010
Canaccord Capital October 2005 - February 2007
Alberta Securities Commission February 1998 - May 2005
Alberta Justice April 1991 - February 1998
Skills
Staff Supervision, Human Relations, Employee Hiring, New Hire Orientations, Training & Development, Team Leadership, Database Administration, Benefits Administration, Elder Care, Advisor, Seniors, Senior Living, Organizing, Wellness Coaching, Administrative Support, Family Services, Office Management, File Systems, Move Management, Planning, Retirement Homes, Performance Improvement, Creative Problem Solving, Recruiting, Project Planning, Administration, Organizational..., Human Resources, Management, Nonprofits, Time Management, Administrative..., Customer Service, Event Planning
Education
Humber College 1979 — 1981
Business Administration
Kincardine District Secondary School 1976 — 1979
Southern Alberta Institute of Technology / SAIT
Certificate, Legal Assistant/Paralegal
The University of Calgary
Certificate, Human Resources Management/Personnel Administration, General
The ALS Society of Alberta December 2012 - Present
A Friend At Hand August 2010 - November 2012
Alberta Health Services February 2007 - March 2010
Canaccord Capital October 2005 - February 2007
Alberta Securities Commission February 1998 - May 2005
Alberta Justice April 1991 - February 1998
Skills
Staff Supervision, Human Relations, Employee Hiring, New Hire Orientations, Training & Development, Team Leadership, Database Administration, Benefits Administration, Elder Care, Advisor, Seniors, Senior Living, Organizing, Wellness Coaching, Administrative Support, Family Services, Office Management, File Systems, Move Management, Planning, Retirement Homes, Performance Improvement, Creative Problem Solving, Recruiting, Project Planning, Administration, Organizational..., Human Resources, Management, Nonprofits, Time Management, Administrative..., Customer Service, Event Planning
Education
Humber College 1979 — 1981
Business Administration
Kincardine District Secondary School 1976 — 1979
Southern Alberta Institute of Technology / SAIT
Certificate, Legal Assistant/Paralegal
The University of Calgary
Certificate, Human Resources Management/Personnel Administration, General
Anthony Sanford Anthony Sanford's Canaccord Capital Experience June 2007 - July 2007
Job Doctoral student in economics at the University of Washington
Industry Research
Experience
University of Washington December 2012 - Present
Seattle University March 2012 - June 2012
University of Washington January 2010 - August 2010
Les Creations Elite Inc. June 2001 - August 2009
Canaccord Capital June 2007 - July 2007
Performance AS January 2003 - December 2006
Skills
Statistics, Economics, Econometrics, Quantitative Analytics, Data Analysis, Financial Modeling, Research, Financial Economics, Financial Econometrics, Computational Finance, Stata, Quantitative Research, Qualitative Research, Agent-based Modeling, Complexity Theory, LaTeX, R, Matlab
Education
University of Washington 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
University of Washington 2012 — 2014
Master of Arts (M.A.), Economics
University of Washington 2011 — 2012
Mathematics
Seattle University 2010 — 2012
MSF, Finance
Brandeis International Business School 2009 — 2009
Master of Arts (M.A.), Economics and Finance
Concordia University 2004 — 2009
BComm, Finance and Economics
St-John's High School
High School Diploma
University of Washington December 2012 - Present
Seattle University March 2012 - June 2012
University of Washington January 2010 - August 2010
Les Creations Elite Inc. June 2001 - August 2009
Canaccord Capital June 2007 - July 2007
Performance AS January 2003 - December 2006
Skills
Statistics, Economics, Econometrics, Quantitative Analytics, Data Analysis, Financial Modeling, Research, Financial Economics, Financial Econometrics, Computational Finance, Stata, Quantitative Research, Qualitative Research, Agent-based Modeling, Complexity Theory, LaTeX, R, Matlab
Education
University of Washington 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
University of Washington 2012 — 2014
Master of Arts (M.A.), Economics
University of Washington 2011 — 2012
Mathematics
Seattle University 2010 — 2012
MSF, Finance
Brandeis International Business School 2009 — 2009
Master of Arts (M.A.), Economics and Finance
Concordia University 2004 — 2009
BComm, Finance and Economics
St-John's High School
High School Diploma
Andrea Seniw, BA, CIM Andrea Seniw, BA, CIM's Canaccord Capital Experience 1998 - 2004
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2004 - Present
Canaccord Capital 1998 - 2004
Skills
Investment Advisory, Wealth Management, Investment Strategies, Retirement Planning, Asset Allocation, Wealth, Financial Advice, High Net Worth..., Mutual Funds, Retirement, Financial Planning, Portfolio Management, Investments, Equities, Stocks, Asset Management, Fixed Income, Bonds, Securities, Retirement Income..., Savings, Trading, Financial Analysis, Wealth Management..., Financial Advisory, Investment Management
Education
McGill University 1994 — 1997
Bachelor's degree, Psychology
CANADIAN SECURITIES INSTITUTE
CIM (CANADIAN INVESTMENT MANAGER)
Canadian Securities Institute
Canadian Investment Manager (CIM)
Canadian Securities Institute
Options Licensing Exam
RBC Dominion Securities March 2004 - Present
Canaccord Capital 1998 - 2004
Skills
Investment Advisory, Wealth Management, Investment Strategies, Retirement Planning, Asset Allocation, Wealth, Financial Advice, High Net Worth..., Mutual Funds, Retirement, Financial Planning, Portfolio Management, Investments, Equities, Stocks, Asset Management, Fixed Income, Bonds, Securities, Retirement Income..., Savings, Trading, Financial Analysis, Wealth Management..., Financial Advisory, Investment Management
Education
McGill University 1994 — 1997
Bachelor's degree, Psychology
CANADIAN SECURITIES INSTITUTE
CIM (CANADIAN INVESTMENT MANAGER)
Canadian Securities Institute
Canadian Investment Manager (CIM)
Canadian Securities Institute
Options Licensing Exam
Kim (berly) Houston Kim (berly) Houston's Canaccord Capital Experience January 2007 - March 2008
Job Investment Advisor at Industrial Alliance
Industry Financial Services
Experience
Industrial Alliance April 2008 - Present
Canaccord Capital January 2007 - March 2008
BMO Nesbitt Burns January 1999 - September 2006
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Financial Advisory, Strategic Financial..., Retirement, Estate Planning, Investments, Financial Planners, Pensions, Disability Insurance, Critical Illness, Asset Management, Equities, Financial Planning, Team Building, Coaching
Education
Acadia University 1975 — 1979
Bachelor of Science in Physical Education and Bachelor of Education, Teaching/Coaching
Industrial Alliance April 2008 - Present
Canaccord Capital January 2007 - March 2008
BMO Nesbitt Burns January 1999 - September 2006
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Investment Strategies, Financial Advisory, Strategic Financial..., Retirement, Estate Planning, Investments, Financial Planners, Pensions, Disability Insurance, Critical Illness, Asset Management, Equities, Financial Planning, Team Building, Coaching
Education
Acadia University 1975 — 1979
Bachelor of Science in Physical Education and Bachelor of Education, Teaching/Coaching
Alex Langer Alex Langer's Canaccord Capital Experience August 2004 - September 2008
Job President at Blackheath Resources
Industry Mining & Metals
Experience
Blackheath Resources April 2013 - Present
Andros Capital Corp 2011 - Present
Oracle Mining Corp June 2011 - March 2013
ERA Ecosystem Restoration Associates September 2008 - June 2011
Canaccord Capital August 2004 - September 2008
Staples Business Depot September 2002 - May 2004
Skills
Investments, Business Strategy, Mergers, Financial Modeling, Wealth Management, Capital Markets, Due Diligence, Asset Managment, Private Equity, Financial Analysis, Venture Capital, Valuation, Portfolio Management, Private Placements, Corporate Finance, Investor Relations, Asset Management, Corporate Development, Investment Banking, Emerging Markets, IPO, Mergers & Acquisitions, Equities
Education
University of Toronto 2009 — 2009
Master's Certificate, Finance
British Columbia Institute of Technology 2004 — 2006
Marketing, Financial Planning
Simon Fraser University 2001 — 2003
Economics
Blackheath Resources April 2013 - Present
Andros Capital Corp 2011 - Present
Oracle Mining Corp June 2011 - March 2013
ERA Ecosystem Restoration Associates September 2008 - June 2011
Canaccord Capital August 2004 - September 2008
Staples Business Depot September 2002 - May 2004
Skills
Investments, Business Strategy, Mergers, Financial Modeling, Wealth Management, Capital Markets, Due Diligence, Asset Managment, Private Equity, Financial Analysis, Venture Capital, Valuation, Portfolio Management, Private Placements, Corporate Finance, Investor Relations, Asset Management, Corporate Development, Investment Banking, Emerging Markets, IPO, Mergers & Acquisitions, Equities
Education
University of Toronto 2009 — 2009
Master's Certificate, Finance
British Columbia Institute of Technology 2004 — 2006
Marketing, Financial Planning
Simon Fraser University 2001 — 2003
Economics
Melissa Schmitt Gill's Canaccord Capital Experience April 2007 - August 2008
Job Vice President U.S. Equities
Industry Financial Services
Experience
Nomura Securities May 2010 - Present
Canaccord Capital April 2007 - August 2008
ThinkEquity LLC July 2004 - April 2007
Bank of Montreal July 2002 - July 2004
Gerard Klauer Mattison 2002 - 2002
Skills
Valuation, Investment Banking, Equity Research, Financial Modeling, Business Strategy, Capital Markets, Equities, Competitive Analysis, Venture Capital, Mergers & Acquisitions, Corporate Finance, Fixed Income, Hedge Funds, IPO, Investments, LBO, Bloomberg, Due Diligence, Equity Valuation, Private Equity, DCF, Corporate Development, Derivatives, Portfolio Management
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance
Nomura Securities May 2010 - Present
Canaccord Capital April 2007 - August 2008
ThinkEquity LLC July 2004 - April 2007
Bank of Montreal July 2002 - July 2004
Gerard Klauer Mattison 2002 - 2002
Skills
Valuation, Investment Banking, Equity Research, Financial Modeling, Business Strategy, Capital Markets, Equities, Competitive Analysis, Venture Capital, Mergers & Acquisitions, Corporate Finance, Fixed Income, Hedge Funds, IPO, Investments, LBO, Bloomberg, Due Diligence, Equity Valuation, Private Equity, DCF, Corporate Development, Derivatives, Portfolio Management
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance
Allison Felstad Allison Felstad's Canaccord Capital Experience 2004 - 2008
Job Marketing and Communications
Industry Financial Services
Experience
UBC Development and Alumni Engagement December 2011 - Present
Canaccord Capital 2004 - 2008
Ontira Communications 1999 - 2003
BCIT Venture Development Centre September 1998 - March 1999
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Email Marketing, Internal Communications, Direct Marketing, Digital Marketing, Strategic Communications, Marketing, Corporate Branding, Corporate Communications, Digital Strategy
Education
British Columbia Institute of Technology 1996 — 1998
Marketing
University of Alberta 1990 — 1994
Bachelor's Degree, Biology, General
UBC Development and Alumni Engagement December 2011 - Present
Canaccord Capital 2004 - 2008
Ontira Communications 1999 - 2003
BCIT Venture Development Centre September 1998 - March 1999
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Email Marketing, Internal Communications, Direct Marketing, Digital Marketing, Strategic Communications, Marketing, Corporate Branding, Corporate Communications, Digital Strategy
Education
British Columbia Institute of Technology 1996 — 1998
Marketing
University of Alberta 1990 — 1994
Bachelor's Degree, Biology, General
Curtis Gillis's Canaccord Capital Experience 2003 - 2006
Job Equity Analyst, Energy at AGF Investments
Industry Investment Management
Experience
AGF Investments March 2012 - Present
UBS Global Asset Management (Canada) Inc. August 2010 - November 2011
Scotia Asset Management, L.P 2006 - 2010
Canaccord Capital 2003 - 2006
HSBC Securities Canada 1999 - 2002
Koch Industries 1996 - 1997
Education
CFA Institute 2001 — 2001
CFA
Society of Management Accountants of Ontario 1999 — 1999
CMA
Dalhousie University 1994 — 1994
MBA, Finance
St Francis Xavier University 1989 — 1993
BBA, Hons., Finance
AGF Investments March 2012 - Present
UBS Global Asset Management (Canada) Inc. August 2010 - November 2011
Scotia Asset Management, L.P 2006 - 2010
Canaccord Capital 2003 - 2006
HSBC Securities Canada 1999 - 2002
Koch Industries 1996 - 1997
Education
CFA Institute 2001 — 2001
CFA
Society of Management Accountants of Ontario 1999 — 1999
CMA
Dalhousie University 1994 — 1994
MBA, Finance
St Francis Xavier University 1989 — 1993
BBA, Hons., Finance
Vivek Shriram Vivek Shriram's Canaccord Capital Experience 2002 - 2002
Job Director/Senior Manager
Industry Management Consulting
Experience
KPMG LLP July 2006 - Present
Alvarez & Marsal August 2013 - September 2014
Deloitte 2005 - 2006
McGladrey Capital Markets 2003 - 2005
Canaccord Capital 2002 - 2002
Bose Corporation 1999 - 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Intangible Assets, Corporate Finance, Strategy, M&A Modeling, Due Diligence, Corporate Development, Business Development, Investment Banking, M&A experience, Business Analysis, Mergers, Mergers & Acquisitions, Restructuring, Finance, Analysis, Equity Research
Education
Thunderbird School of Global Management 2001 — 2003
MBA, Finance and International Business Management
Bharathidasan University 1995 — 1999
Bachelors in Engineering, Electronics and Communications
Delhi Public School - R. K. Puram
KPMG LLP July 2006 - Present
Alvarez & Marsal August 2013 - September 2014
Deloitte 2005 - 2006
McGladrey Capital Markets 2003 - 2005
Canaccord Capital 2002 - 2002
Bose Corporation 1999 - 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Intangible Assets, Corporate Finance, Strategy, M&A Modeling, Due Diligence, Corporate Development, Business Development, Investment Banking, M&A experience, Business Analysis, Mergers, Mergers & Acquisitions, Restructuring, Finance, Analysis, Equity Research
Education
Thunderbird School of Global Management 2001 — 2003
MBA, Finance and International Business Management
Bharathidasan University 1995 — 1999
Bachelors in Engineering, Electronics and Communications
Delhi Public School - R. K. Puram
Sarah J. Stewart's Canaccord Capital Experience October 2007 - June 2008
Job Office Administrator at Roch Carrier Elementary School
Industry Executive Office
Experience
Roch Carrier Elementary School August 2012 - Present
Merivale High School November 2011 - August 2012
Ottawa-Carleton District School Board September 2009 - August 2011
Ottawa-Carleton District School Board July 2009 - August 2009
National Arts Centre April 2009 - June 2009
Raymond James July 2008 - February 2009
Canaccord Capital October 2007 - June 2008
BMO Nesbitt Burns October 2004 - October 2007
Desjardins October 2002 - October 2004
Skills
Investments, Securities, Strategic Financial..., Portfolio Management, Mutual Funds, Trading, Financial Analysis, Wealth Management, Equities, Retirement Planning, Bonds, Customer Service, Business Analysis, Research, Banking
Education
Algonquin College of Applied Arts and Technology 1997 — 1998
Office Administration
Roch Carrier Elementary School August 2012 - Present
Merivale High School November 2011 - August 2012
Ottawa-Carleton District School Board September 2009 - August 2011
Ottawa-Carleton District School Board July 2009 - August 2009
National Arts Centre April 2009 - June 2009
Raymond James July 2008 - February 2009
Canaccord Capital October 2007 - June 2008
BMO Nesbitt Burns October 2004 - October 2007
Desjardins October 2002 - October 2004
Skills
Investments, Securities, Strategic Financial..., Portfolio Management, Mutual Funds, Trading, Financial Analysis, Wealth Management, Equities, Retirement Planning, Bonds, Customer Service, Business Analysis, Research, Banking
Education
Algonquin College of Applied Arts and Technology 1997 — 1998
Office Administration
Benoit Caron Benoit Caron's Canaccord Capital Experience May 2003 - October 2007
Job On sabbatical
Industry Financial Services
Experience
Sabbatical June 2012 - Present
Eterna Investment Management June 2011 - June 2012
National Bank of Canada November 2007 - November 2010
Canaccord Capital May 2003 - October 2007
Montrusco Bolton August 2000 - May 2003
Laurentian Bank Securities 1998 - 2000
Tassé & Associés 1996 - 1998
Skills
Equity Research, Equities, Derivatives, Finance, Macroeconomics, Portfolio Management, Investments, Financial Modeling, Capital Markets, Econometrics, Asset Management, Hedge Funds, Fixed Income, Financial Markets, Financial Analysis, Investment Banking, Bloomberg, Valuation, Wealth Management, Trading, Corporate Finance
Education
Université du Québec à Montréal 2000 — 2003
M.Sc., Applied Finance
UQAM 1991 — 1994
B.Sc., Economics
Sabbatical June 2012 - Present
Eterna Investment Management June 2011 - June 2012
National Bank of Canada November 2007 - November 2010
Canaccord Capital May 2003 - October 2007
Montrusco Bolton August 2000 - May 2003
Laurentian Bank Securities 1998 - 2000
Tassé & Associés 1996 - 1998
Skills
Equity Research, Equities, Derivatives, Finance, Macroeconomics, Portfolio Management, Investments, Financial Modeling, Capital Markets, Econometrics, Asset Management, Hedge Funds, Fixed Income, Financial Markets, Financial Analysis, Investment Banking, Bloomberg, Valuation, Wealth Management, Trading, Corporate Finance
Education
Université du Québec à Montréal 2000 — 2003
M.Sc., Applied Finance
UQAM 1991 — 1994
B.Sc., Economics
Kuno Tucker, MA, LLM, ICD.D Kuno Tucker, MA, LLM, ICD.D's Canaccord Capital Experience 2005 - February 2011
Job Chief Compliance Officer at ITG Canada
Industry Financial Services
Experience
MATCHNow June 2015 - Present
CLS Executive Committee May 2014 - Present
OSCR May 2014 - Present
ITG February 2011 - Present
CLS Institutional Subcommittee May 2010 - May 2014
Canaccord Genuity June 2005 - February 2011
Canaccord Capital 2005 - February 2011
Canaccord Adams 2005 - February 2011
Meadowvale west tennis club 2009 - 2010
Regulation Services 2002 - 2005
Skills
Compliance, AML, Privacy, Control Room, Equity Capital Markets, Capital Markets, Electronic Trading, Equity Trading, Equity Derivatives, Supervisory Skills, Fixed Income, Trading, Bloomberg, Financial Services, Series 7, Securities, Operational Risk, FINRA, Equities, Derivatives, Risk Management, Privacy Law, Asset Managment, Hedge Funds, Securities Regulation, Financial Risk, Investments, Private Equity, Due Diligence, Mutual Funds, Alternative Investments, Trading Systems, Wealth Management, Investment Banking, Asset Management, Corporate Governance, Investment Management, Portfolio Management, Options, Investment Advisory, Financial Markets, ETFs, Asset Allocation, Bonds, Anti Money Laundering
Education
York University - Osgoode Hall Law School 2007 — 2009
LLM, Securities
Bishop's University 1990 — 1994
BA, English, Biology
CEGEP - Champlain College 1988 — 1990
Diplome Etudes Collegiale, Social Sciences
University of Toronto - Rotman School of Management
Institute of Corporate Directors, Director Education Program
Institute of Corporate Directors at Rotman
MATCHNow June 2015 - Present
CLS Executive Committee May 2014 - Present
OSCR May 2014 - Present
ITG February 2011 - Present
CLS Institutional Subcommittee May 2010 - May 2014
Canaccord Genuity June 2005 - February 2011
Canaccord Capital 2005 - February 2011
Canaccord Adams 2005 - February 2011
Meadowvale west tennis club 2009 - 2010
Regulation Services 2002 - 2005
Skills
Compliance, AML, Privacy, Control Room, Equity Capital Markets, Capital Markets, Electronic Trading, Equity Trading, Equity Derivatives, Supervisory Skills, Fixed Income, Trading, Bloomberg, Financial Services, Series 7, Securities, Operational Risk, FINRA, Equities, Derivatives, Risk Management, Privacy Law, Asset Managment, Hedge Funds, Securities Regulation, Financial Risk, Investments, Private Equity, Due Diligence, Mutual Funds, Alternative Investments, Trading Systems, Wealth Management, Investment Banking, Asset Management, Corporate Governance, Investment Management, Portfolio Management, Options, Investment Advisory, Financial Markets, ETFs, Asset Allocation, Bonds, Anti Money Laundering
Education
York University - Osgoode Hall Law School 2007 — 2009
LLM, Securities
Bishop's University 1990 — 1994
BA, English, Biology
CEGEP - Champlain College 1988 — 1990
Diplome Etudes Collegiale, Social Sciences
University of Toronto - Rotman School of Management
Institute of Corporate Directors, Director Education Program
Institute of Corporate Directors at Rotman
Roberto Smith Roberto Smith's Canaccord Capital Experience February 2009 - July 2009
Job General Manager at Vespa Metro Vancouver
Industry Investment Management
Experience
Vespa Metro Vancouver August 2013 - Present
Vespa Metro Vancouver June 2013 - Present
Future Shop January 2010 - May 2013
Canaccord Capital February 2009 - July 2009
Sul América Investimentos September 2007 - June 2008
Itaú Unibanco April 2005 - September 2007
Skills
Marketing, Banking, Strategic Planning, Marketing Strategy, Microsoft Office, Financial Markets, Negotiation, Business Planning, Microsoft Excel, PowerPoint, Fixed Income, Capital Markets, Business Strategy, Marketing Communications, Entrepreneurship, Project Management, Project Planning, Advertising, Financial Analysis, Sales Operations, Sales, Customer Satisfaction, Customer Service, Portfolio Management, Management, Team Leadership, CRM, Analysis, Market Research, Retail
Education
The University of British Columbia / UBC 2013 — 2014
Business Analysis Certificate
The University of British Columbia 2012 — 2012
Project Management Essentials - Workshop
Archer College 2008 — 2009
Business English Internship, English
Fundação Armando Alvares Penteado 2002 — 2006
Business, Business Administration
Vespa Metro Vancouver August 2013 - Present
Vespa Metro Vancouver June 2013 - Present
Future Shop January 2010 - May 2013
Canaccord Capital February 2009 - July 2009
Sul América Investimentos September 2007 - June 2008
Itaú Unibanco April 2005 - September 2007
Skills
Marketing, Banking, Strategic Planning, Marketing Strategy, Microsoft Office, Financial Markets, Negotiation, Business Planning, Microsoft Excel, PowerPoint, Fixed Income, Capital Markets, Business Strategy, Marketing Communications, Entrepreneurship, Project Management, Project Planning, Advertising, Financial Analysis, Sales Operations, Sales, Customer Satisfaction, Customer Service, Portfolio Management, Management, Team Leadership, CRM, Analysis, Market Research, Retail
Education
The University of British Columbia / UBC 2013 — 2014
Business Analysis Certificate
The University of British Columbia 2012 — 2012
Project Management Essentials - Workshop
Archer College 2008 — 2009
Business English Internship, English
Fundação Armando Alvares Penteado 2002 — 2006
Business, Business Administration
Paul Downer FCSI, FMA, PFP Paul Downer FCSI, FMA, PFP's Canaccord Capital Experience August 2006 - February 2008
Job Financial Planner
Industry Investment Management
Experience
RBC March 2011 - January 2012
Zintex Inc. February 2008 - March 2011
Canaccord Capital August 2006 - February 2008
TD Waterhouse 2003 - March 2005
TD Waterhouse 1999 - February 2003
TD Waterhouse November 1997 - 1999
Skills
Portfolio Management, Mutual Funds, Investments, Research, Wealth Management, Investment Management, Retirement, Financial Services, Investment Advisory, Equities, Asset Allocation, Investment Strategies, Fixed Income, Bonds
Education
Canadian Securities Institute 1996 — 2002
George Brown College
2 Year Diploma
RBC March 2011 - January 2012
Zintex Inc. February 2008 - March 2011
Canaccord Capital August 2006 - February 2008
TD Waterhouse 2003 - March 2005
TD Waterhouse 1999 - February 2003
TD Waterhouse November 1997 - 1999
Skills
Portfolio Management, Mutual Funds, Investments, Research, Wealth Management, Investment Management, Retirement, Financial Services, Investment Advisory, Equities, Asset Allocation, Investment Strategies, Fixed Income, Bonds
Education
Canadian Securities Institute 1996 — 2002
George Brown College
2 Year Diploma
Ali Yaghoubi Ali Yaghoubi's Canaccord Capital Experience March 2005 - February 2006
Job Business Intelligence Lead at Taiga Building Products
Industry Information Technology and Services
Experience
Taiga Building Products June 2012 - Present
JD Sweid Foods November 2006 - Present
Sierra Systems September 2010 - March 2011
University of British Columbia January 2009 - August 2010
Business Objects January 2008 - November 2008
Vancouver Coastal Health February 2006 - December 2006
CANACCORD Capital March 2005 - February 2006
Liquor Distribution Branch of BC October 2003 - February 2005
Credit Union Central of BC August 2002 - September 2003
Sun-Rype products Ltd. February 2002 - September 2002
Skills
Business Intelligence, Data Warehouse..., Business Objects, Business Objects Data..., Master Data Management, Data Marts, Crystal Reports, Crystal Xcelsius, Business objects..., T-SQL, PL/SQL, SAP BI, Data Analysis, Oracle SQL, Microsoft SQL Server, Star Schema, Kimball Methodology, OLAP, SSIS, Visio, ERP, MRP, ETL, Datastage, Cognos, FoxPro, Oracle Discoverer, Oracle Reports, ibm data architect, Erwin, Oracle Designer, DTS, MS Project, MIS, Report Writing, KPI implementation, KPI Dashboards, Scorecard, ERP Implementations, Business Process..., Solution Architecture, Data Warehousing, SDLC, DataStage
Education
Azad 1988 — 1991
B.S.
Ferdowsi University of Mashhad 1984 — 1987
Associate
kamal high school 1980 — 1984
Taiga Building Products June 2012 - Present
JD Sweid Foods November 2006 - Present
Sierra Systems September 2010 - March 2011
University of British Columbia January 2009 - August 2010
Business Objects January 2008 - November 2008
Vancouver Coastal Health February 2006 - December 2006
CANACCORD Capital March 2005 - February 2006
Liquor Distribution Branch of BC October 2003 - February 2005
Credit Union Central of BC August 2002 - September 2003
Sun-Rype products Ltd. February 2002 - September 2002
Skills
Business Intelligence, Data Warehouse..., Business Objects, Business Objects Data..., Master Data Management, Data Marts, Crystal Reports, Crystal Xcelsius, Business objects..., T-SQL, PL/SQL, SAP BI, Data Analysis, Oracle SQL, Microsoft SQL Server, Star Schema, Kimball Methodology, OLAP, SSIS, Visio, ERP, MRP, ETL, Datastage, Cognos, FoxPro, Oracle Discoverer, Oracle Reports, ibm data architect, Erwin, Oracle Designer, DTS, MS Project, MIS, Report Writing, KPI implementation, KPI Dashboards, Scorecard, ERP Implementations, Business Process..., Solution Architecture, Data Warehousing, SDLC, DataStage
Education
Azad 1988 — 1991
B.S.
Ferdowsi University of Mashhad 1984 — 1987
Associate
kamal high school 1980 — 1984
Martin Pelletier, CFA's Canaccord Capital Experience February 2004 - January 2007
Job Portfolio Manager, CoFounder TriVest Wealth Counsel
Industry Investment Management
Experience
TriVest Wealth Counsel Ltd. July 2009 - Present
Beaumont Select Corporations Inc. June 2012 - October 2014
Canaccord Capital February 2004 - January 2007
Canaccord Capital and GMP Securities 2000 - 2004
Skills
Equity Research, Financial Modeling, Investments, Portfolio Management, Equities, Corporate Finance, Hedge Funds, Valuation, Alternative Investments, Investment Banking, Equity Valuation, Financial Analysis, Private Equity
Education
CFA Insitute
Chartered Financial Analyst designation, CFA
Örebro universitet 1996 — 1997
International Business/Finance
University of Alberta 1992 — 1997
B.Comm, Finance
Canadian Securities Course
TriVest Wealth Counsel Ltd. July 2009 - Present
Beaumont Select Corporations Inc. June 2012 - October 2014
Canaccord Capital February 2004 - January 2007
Canaccord Capital and GMP Securities 2000 - 2004
Skills
Equity Research, Financial Modeling, Investments, Portfolio Management, Equities, Corporate Finance, Hedge Funds, Valuation, Alternative Investments, Investment Banking, Equity Valuation, Financial Analysis, Private Equity
Education
CFA Insitute
Chartered Financial Analyst designation, CFA
Örebro universitet 1996 — 1997
International Business/Finance
University of Alberta 1992 — 1997
B.Comm, Finance
Canadian Securities Course
Cindria Riches Cindria Riches's Canaccord Capital Experience January 2004 - April 2009
Job Assistant, Communications at BC Dental Association
Industry Health, Wellness and Fitness
Experience
BC Dental Association April 2011 - Present
Broadridge 2010 - April 2011
Canaccord Capital January 2004 - April 2009
Phillips, Hager & North November 2000 - July 2003
Phillips, Hager & North June 1998 - November 2000
Skills
Customer Relations, Copy Editing, Microsoft Office, Administrative Support, General Office Duties, Newsletter Production, Switchboard Operator, Excel, Customer Service, Writing, Editing, Word, PowerPoint, Outlook, Proofreading, Office Management, Microsoft Word, InDesign, Graphic Design, Photography, Research, Public Speaking, Photoshop, Blogging, Corporate Communications, Microsoft Excel, CRM, Adobe Creative Suite, Public Relations, Analysis, Administrative...
Education
Emily Carr University of Art and Design 2006 — 2009
Certificate, 2D Design Basics
BC Dental Association April 2011 - Present
Broadridge 2010 - April 2011
Canaccord Capital January 2004 - April 2009
Phillips, Hager & North November 2000 - July 2003
Phillips, Hager & North June 1998 - November 2000
Skills
Customer Relations, Copy Editing, Microsoft Office, Administrative Support, General Office Duties, Newsletter Production, Switchboard Operator, Excel, Customer Service, Writing, Editing, Word, PowerPoint, Outlook, Proofreading, Office Management, Microsoft Word, InDesign, Graphic Design, Photography, Research, Public Speaking, Photoshop, Blogging, Corporate Communications, Microsoft Excel, CRM, Adobe Creative Suite, Public Relations, Analysis, Administrative...
Education
Emily Carr University of Art and Design 2006 — 2009
Certificate, 2D Design Basics
Bessie Noumtinis Bessie Noumtinis's Canaccord Capital Experience December 2005 - September 2006
Job Real Estate Agent at Bosley Real Estate Ltd, Brokerage
Industry Financial Services
Experience
Bosley Real Estate Ltd, Brokerage April 2015 - Present
BMO Financial Group September 2013 - April 2015
Scotia McLeod September 2008 - December 2010
Scotiabank December 2008 - July 2010
Scotia Capital-Global Markets December 2006 - August 2007
Canaccord Capital December 2005 - September 2006
BMO Nesbitt Burns June 2001 - December 2005
BMO Nesbitt Burns October 1999 - June 2001
TD Canada Trust September 1997 - August 1999
Skills
Portfolio Management, Mutual Funds, Derivatives, Finance, Investments, Equities, Banking, Securities
Education
Canadian Securities Institute 2010 — 2010
CSC, CPH, BMC, Financial designations
Seneca College of Applied Arts and Technology 1993 — 1995
Legal Assistant/Paralegal
Bosley Real Estate Ltd, Brokerage April 2015 - Present
BMO Financial Group September 2013 - April 2015
Scotia McLeod September 2008 - December 2010
Scotiabank December 2008 - July 2010
Scotia Capital-Global Markets December 2006 - August 2007
Canaccord Capital December 2005 - September 2006
BMO Nesbitt Burns June 2001 - December 2005
BMO Nesbitt Burns October 1999 - June 2001
TD Canada Trust September 1997 - August 1999
Skills
Portfolio Management, Mutual Funds, Derivatives, Finance, Investments, Equities, Banking, Securities
Education
Canadian Securities Institute 2010 — 2010
CSC, CPH, BMC, Financial designations
Seneca College of Applied Arts and Technology 1993 — 1995
Legal Assistant/Paralegal
Simon Ruddell, PMP Simon Ruddell, PMP's Canaccord Capital Experience October 2006 - December 2007
Job Senior Manager Real Estate Transformation at BCAA
Industry Information Technology and Services
Experience
BCAA November 2014 - Present
BCAA November 2011 - Present
Hypercube Technologies January 2008 - November 2011
Canaccord Capital October 2006 - December 2007
Chancery Software Ltd. January 2000 - January 2007
AAL September 2005 - October 2006
Chancery Software January 2000 - July 2005
Delta School District January 1981 - January 1999
St. Edmund's College, Canberra January 1980 - January 1981
Iona College, Brisbane January 1977 - January 1979
Skills
PMP, Software Project..., Business Analysis, SDLC, Project Management, Change Management, Team Leadership, Leadership, Requirements Analysis, Project Portfolio..., Business Process..., PMO, Business Intelligence, Integration, Program Management, Agile Methodologies, Agile Project Management, Management
Education
Project Management Institute - PMI
PMP, Project Management
Sauder School of Business - UBC
PM Cert., Project Management
The University of British Columbia / UBC
B.A., English
The University of Queensland
M.Lit Studies, English
Shawnigan Lake School
BCAA November 2014 - Present
BCAA November 2011 - Present
Hypercube Technologies January 2008 - November 2011
Canaccord Capital October 2006 - December 2007
Chancery Software Ltd. January 2000 - January 2007
AAL September 2005 - October 2006
Chancery Software January 2000 - July 2005
Delta School District January 1981 - January 1999
St. Edmund's College, Canberra January 1980 - January 1981
Iona College, Brisbane January 1977 - January 1979
Skills
PMP, Software Project..., Business Analysis, SDLC, Project Management, Change Management, Team Leadership, Leadership, Requirements Analysis, Project Portfolio..., Business Process..., PMO, Business Intelligence, Integration, Program Management, Agile Methodologies, Agile Project Management, Management
Education
Project Management Institute - PMI
PMP, Project Management
Sauder School of Business - UBC
PM Cert., Project Management
The University of British Columbia / UBC
B.A., English
The University of Queensland
M.Lit Studies, English
Shawnigan Lake School
Emily Wan, CPA, CA Emily Wan, CPA, CA's Canaccord Capital Experience May 2007 - August 2007
Job Manager, Public Companies at Smythe LLP
Industry Accounting
Experience
Smythe LLP January 2012 - Present
Deloitte May 2008 - November 2011
Vancouver Board of Trade 2009 - 2011
Fairware Promotional Products Ltd. May 2010 - August 2010
International Business Conference April 2008 - April 2009
Canaccord Capital May 2007 - August 2007
Skills
Auditing, Tax, Internal Audit, IFRS, Financial Reporting, Assurance, Financial Institutions, Real Estate, Finance, Internal Controls, Analysis, Non-profit Leadership, US GAAP, Mining, ASPE, Corporate Tax, Due Diligence, Microsoft Excel, Consolidation, Multi-currency..., Financial Transactions, Public Companies, Team Leadership, Training & Development, Sarbanes-Oxley Act
Education
The University of British Columbia 2006 — 2010
BCom, Accounting and International Business
Smythe LLP January 2012 - Present
Deloitte May 2008 - November 2011
Vancouver Board of Trade 2009 - 2011
Fairware Promotional Products Ltd. May 2010 - August 2010
International Business Conference April 2008 - April 2009
Canaccord Capital May 2007 - August 2007
Skills
Auditing, Tax, Internal Audit, IFRS, Financial Reporting, Assurance, Financial Institutions, Real Estate, Finance, Internal Controls, Analysis, Non-profit Leadership, US GAAP, Mining, ASPE, Corporate Tax, Due Diligence, Microsoft Excel, Consolidation, Multi-currency..., Financial Transactions, Public Companies, Team Leadership, Training & Development, Sarbanes-Oxley Act
Education
The University of British Columbia 2006 — 2010
BCom, Accounting and International Business
Ryan Reynolds Ryan Reynolds's Canaccord Capital Experience September 2009 - December 2009
Job Head of Metals & Mining, Mergers & Acquisitions Investment Banking at KGSAlpha Capital Markets, L.P.
Industry Investment Banking
Experience
KGS-Alpha Capital Markets, L.P. March 2015 - Present
Brean Capital, LLC June 2013 - November 2014
Canaccord Genuity Inc. November 2012 - May 2013
Canaccord Genuity Inc. November 2010 - June 2012
Canaccord Adams January 2010 - November 2010
Canaccord Capital September 2009 - December 2009
Clinton Foundation 2006 - 2006
Skills
Investment Banking, Equities, Equity Research, Capital Markets, Valuation, Mergers & Acquisitions, IPO, Bloomberg, Private Equity, Hedge Funds, Equity Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments
Education
Tufts University 2005 — 2009
BA, Economics
KGS-Alpha Capital Markets, L.P. March 2015 - Present
Brean Capital, LLC June 2013 - November 2014
Canaccord Genuity Inc. November 2012 - May 2013
Canaccord Genuity Inc. November 2010 - June 2012
Canaccord Adams January 2010 - November 2010
Canaccord Capital September 2009 - December 2009
Clinton Foundation 2006 - 2006
Skills
Investment Banking, Equities, Equity Research, Capital Markets, Valuation, Mergers & Acquisitions, IPO, Bloomberg, Private Equity, Hedge Funds, Equity Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments
Education
Tufts University 2005 — 2009
BA, Economics
Nadine Taing Nadine Taing's Canaccord Capital Experience April 2007 - April 2008
Job Human Resources at airG Inc.
Industry Human Resources
Experience
airG Inc. September 2013 - Present
airG Inc. May 2010 - Present
airG Inc. May 2008 - May 2010
Canaccord Capital April 2007 - April 2008
Fasken Martineau DuMoulin 2005 - 2007
Skills
Employee Relations, HRIS, Performance Management, Recruiting, Talent Management, Human Resources, Talent Acquisition, Deferred Compensation, Onboarding, Succession Planning, HR Policies, Applicant Tracking..., Employee Engagement, Employee Benefits, New Hire Orientations, Coaching, Technical Recruiting, Benefits Administration, HR Consulting, Workforce Planning, Leadership, Contract Recruitment, Internet Recruiting, Change Management, Employer Branding, Job Analysis, Sourcing, Compensation & Benefit, Labor Relations, Job Descriptions, Strategic HR, Screening, Employee Handbooks, College Recruiting, Employee Recognition, Job Evaluation, Interviews, Training, Personnel Management, Temporary Placement, Employee Training, Benefits Negotiation, Organizational..., Career Development, Hiring, Job Fairs, Performance Appraisal, Employment Law, Screening Resumes, Payroll
Education
The University of British Columbia 1999 — 2004
BA
British Columbia Institute of Technology
airG Inc. September 2013 - Present
airG Inc. May 2010 - Present
airG Inc. May 2008 - May 2010
Canaccord Capital April 2007 - April 2008
Fasken Martineau DuMoulin 2005 - 2007
Skills
Employee Relations, HRIS, Performance Management, Recruiting, Talent Management, Human Resources, Talent Acquisition, Deferred Compensation, Onboarding, Succession Planning, HR Policies, Applicant Tracking..., Employee Engagement, Employee Benefits, New Hire Orientations, Coaching, Technical Recruiting, Benefits Administration, HR Consulting, Workforce Planning, Leadership, Contract Recruitment, Internet Recruiting, Change Management, Employer Branding, Job Analysis, Sourcing, Compensation & Benefit, Labor Relations, Job Descriptions, Strategic HR, Screening, Employee Handbooks, College Recruiting, Employee Recognition, Job Evaluation, Interviews, Training, Personnel Management, Temporary Placement, Employee Training, Benefits Negotiation, Organizational..., Career Development, Hiring, Job Fairs, Performance Appraisal, Employment Law, Screening Resumes, Payroll
Education
The University of British Columbia 1999 — 2004
BA
British Columbia Institute of Technology
Jeff Callaway Jeff Callaway's Canaccord Capital Experience PresidentWildrose Alliance PartyJune 2008 - Present
Job Senior Investment Advisor at Canaccord Wealth Management
Industry Financial Services
Experience
Canaccord Capital PresidentWildrose Alliance PartyJune 2008 - Present
Education
University of Calgary
B.A., International Relations
Canaccord Capital PresidentWildrose Alliance PartyJune 2008 - Present
Education
University of Calgary
B.A., International Relations
Caroline Sawamoto's Canaccord Capital Experience December 2006 - January 2008
Job Investor Relations Professional
Industry Automotive
Experience
Westport Innovations June 2010 - Present
Vancouver Cherry Blossom Festival September 2005 - Present
Canadian Investor Relations Institute, BC Chapter August 2009 - June 2013
The University of British Columbia February 2010 - May 2010
Ballard Power Systems January 2008 - August 2009
Canaccord Capital December 2006 - January 2008
Canaccord Capital Inc. May 2005 - August 2005
U.S. Consulate General Vancouver May 2004 - August 2004
ABN AMRO Bank Indonesia September 2003 - December 2003
Skills
Investor Relations, Corporate Communications, Financial Analysis, Marketing, Finance
Education
Canadian Securities Course 2006 — 2007
Securities Sales
Simon Fraser University 2002 — 2006
Bachelor of Business Administration
Westport Innovations June 2010 - Present
Vancouver Cherry Blossom Festival September 2005 - Present
Canadian Investor Relations Institute, BC Chapter August 2009 - June 2013
The University of British Columbia February 2010 - May 2010
Ballard Power Systems January 2008 - August 2009
Canaccord Capital December 2006 - January 2008
Canaccord Capital Inc. May 2005 - August 2005
U.S. Consulate General Vancouver May 2004 - August 2004
ABN AMRO Bank Indonesia September 2003 - December 2003
Skills
Investor Relations, Corporate Communications, Financial Analysis, Marketing, Finance
Education
Canadian Securities Course 2006 — 2007
Securities Sales
Simon Fraser University 2002 — 2006
Bachelor of Business Administration
Montana James's Canaccord Capital Experience 2000 - 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Imperial Parking (IMPARK) April 2007 - Present
Canaccord Capital 2000 - 2005
Raytheon Systems 1996 - 2000
American Film Institute (AFI) 1994 - 1995
University of Toronto - Ontario Institute for Studies in Education (OISE) 1989 - 1994
Education
Humber College
Ryerson University
Imperial Parking (IMPARK) April 2007 - Present
Canaccord Capital 2000 - 2005
Raytheon Systems 1996 - 2000
American Film Institute (AFI) 1994 - 1995
University of Toronto - Ontario Institute for Studies in Education (OISE) 1989 - 1994
Education
Humber College
Ryerson University
Jim Zadra's Canaccord Capital Experience June 2000 - January 2002
Job Chief Financial Officer at Great Panther Silver Limited
Industry Information Technology and Services
Experience
Great Panther Silver Limited September 2011 - Present
DDS Wireless International Inc July 2008 - September 2011
Sophos September 2003 - July 2008
ActiveState Corporation October 2002 - September 2003
Xenex Innovations and other (as a contractor) February 2002 - September 2002
Canaccord Capital June 2000 - January 2002
Deloitte September 1994 - June 2000
Skills
Business Development, Business Strategy, Corporate Finance, Entrepreneurship, Finance, Financial Modeling, Financial Reporting, Financial Analysis, Human Resources, Internal Audit, Leadership, Management, Mergers, Mergers, Project Planning, Sales, Strategic Planning, Strategy, Talent Management
Education
Queen's University 1992 — 1994
MBA
Institute of Chartered Accountants
CA
The University of British Columbia
BCom
Vancouver College
Great Panther Silver Limited September 2011 - Present
DDS Wireless International Inc July 2008 - September 2011
Sophos September 2003 - July 2008
ActiveState Corporation October 2002 - September 2003
Xenex Innovations and other (as a contractor) February 2002 - September 2002
Canaccord Capital June 2000 - January 2002
Deloitte September 1994 - June 2000
Skills
Business Development, Business Strategy, Corporate Finance, Entrepreneurship, Finance, Financial Modeling, Financial Reporting, Financial Analysis, Human Resources, Internal Audit, Leadership, Management, Mergers, Mergers, Project Planning, Sales, Strategic Planning, Strategy, Talent Management
Education
Queen's University 1992 — 1994
MBA
Institute of Chartered Accountants
CA
The University of British Columbia
BCom
Vancouver College
Malcolm Beames's Canaccord Capital Experience Investment Advisor Private Client DivisionBMO Nesbitt BurnsNovember 1995 - March 2003
Job Investment Advisor at Canaccord Capital
Industry Investment Management
Experience
Canaccord Capital Investment Advisor Private Client DivisionBMO Nesbitt BurnsNovember 1995 - March 2003
Education
British Columbia Institute of Technology 1989 — 1994
Canaccord Capital Investment Advisor Private Client DivisionBMO Nesbitt BurnsNovember 1995 - March 2003
Education
British Columbia Institute of Technology 1989 — 1994
Julia Miyashita's Canaccord Capital Experience August 2007 - April 2008
Job Senior Business Analyst, Budgeting and Business Applications at Provincial Health Services Authority
Industry Information Technology and Services
Experience
Provincial Health Services Authority June 2012 - Present
Canaccord Financial March 2010 - July 2012
Graymont Services October 2008 - February 2010
Graymont 2008 - February 2010
Teekay Shipping April 2008 - October 2008
Canaccord Capital August 2007 - April 2008
The Alderwoods Group February 1996 - August 2007
SCI February 1996 - August 2007
Alderwoods Group (Formerly The Loewen Group) 2002 - 2007
The Alderwoods Group / SCI 1996 - 2007
Skills
Data Modeling, Data Analysis, Analysis Services, Informatica, Essbase, Business Intelligence, Cognos, Business Objects, Cubes, Dashboard, Data Warehousing, Data Integration, Master Data Management, ETL, OLAP, Data Quality, Business Analysis, Business Intelligence..., Microsoft SQL Server, Crystal Reports, SSIS, Requirements Gathering, Software Documentation, Oracle, Business Requirements, SSRS
Education
The University of British Columbia 1979 — 1985
Bachelor of Science
IBM Cognos Education
Provincial Health Services Authority June 2012 - Present
Canaccord Financial March 2010 - July 2012
Graymont Services October 2008 - February 2010
Graymont 2008 - February 2010
Teekay Shipping April 2008 - October 2008
Canaccord Capital August 2007 - April 2008
The Alderwoods Group February 1996 - August 2007
SCI February 1996 - August 2007
Alderwoods Group (Formerly The Loewen Group) 2002 - 2007
The Alderwoods Group / SCI 1996 - 2007
Skills
Data Modeling, Data Analysis, Analysis Services, Informatica, Essbase, Business Intelligence, Cognos, Business Objects, Cubes, Dashboard, Data Warehousing, Data Integration, Master Data Management, ETL, OLAP, Data Quality, Business Analysis, Business Intelligence..., Microsoft SQL Server, Crystal Reports, SSIS, Requirements Gathering, Software Documentation, Oracle, Business Requirements, SSRS
Education
The University of British Columbia 1979 — 1985
Bachelor of Science
IBM Cognos Education
Anthony Hu, CFA's Canaccord Capital Experience May 2007 - August 2007
Job Research Associate at FirstEnergy Capital Corp.
Industry Investment Banking
Experience
FirstEnergy Capital Corp. September 2013 - Present
National Bank Financial February 2013 - July 2013
Dundee Capital Markets June 2011 - July 2012
Canaccord Genuity Inc. October 2009 - May 2011
Canaccord Adams May 2008 - August 2008
Canaccord Capital May 2007 - August 2007
Discovery Capital May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Investments, Equity Research, Capital Markets, Equities
Education
CFA Institute 2014 — 2014
CFA Charterholder
The University of British Columbia 2005 — 2009
BCom Honours
Canadian Securities Institute 2007 — 2007
Canadian Securities Course
FirstEnergy Capital Corp. September 2013 - Present
National Bank Financial February 2013 - July 2013
Dundee Capital Markets June 2011 - July 2012
Canaccord Genuity Inc. October 2009 - May 2011
Canaccord Adams May 2008 - August 2008
Canaccord Capital May 2007 - August 2007
Discovery Capital May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Investments, Equity Research, Capital Markets, Equities
Education
CFA Institute 2014 — 2014
CFA Charterholder
The University of British Columbia 2005 — 2009
BCom Honours
Canadian Securities Institute 2007 — 2007
Canadian Securities Course
Denis O'Kane's Canaccord Capital Experience February 2008 - May 2008
Job Gilder Gagnon Howe & Co
Industry Financial Services
Experience
Gilder Gagnon Howe February 2009 - Present
Canaccord Capital February 2008 - May 2008
RexCorp Realty June 2007 - August 2007
Education
Boston College 2004 — 2008
BS, Finance
Gilder Gagnon Howe February 2009 - Present
Canaccord Capital February 2008 - May 2008
RexCorp Realty June 2007 - August 2007
Education
Boston College 2004 — 2008
BS, Finance
Heather (Yeadon) McClean's Canaccord Capital Experience March 2008 - May 2008
Job Mortgage Specialist at Dominion Lending Centers
Industry Marketing and Advertising
Experience
Dominion Lending Centers 2012 - Present
Vesta Properties June 2010 - August 2012
Wenco International Mining Systems June 2008 - June 2010
Canaccord Capital March 2008 - May 2008
Skills
Marketing Strategy, Marketing Communications, Advertising, Marketing, Brand Awareness, Social Media Marketing, Social Media, Online Advertising, Marketo, Rebranding, Corporate Branding, Direct Marketing, Sales Management, Account Management, Event Planning, Sales, Market Research
Education
The University of British Columbia / UBC 2012 — 2012
Mortgage Broker License
Royal Roads University 2009 — 2011
Bachelor, Commerce
British Columbia Institute of Technology 2006 — 2008
Diploma, Marketing
DW Poppy
Dominion Lending Centers 2012 - Present
Vesta Properties June 2010 - August 2012
Wenco International Mining Systems June 2008 - June 2010
Canaccord Capital March 2008 - May 2008
Skills
Marketing Strategy, Marketing Communications, Advertising, Marketing, Brand Awareness, Social Media Marketing, Social Media, Online Advertising, Marketo, Rebranding, Corporate Branding, Direct Marketing, Sales Management, Account Management, Event Planning, Sales, Market Research
Education
The University of British Columbia / UBC 2012 — 2012
Mortgage Broker License
Royal Roads University 2009 — 2011
Bachelor, Commerce
British Columbia Institute of Technology 2006 — 2008
Diploma, Marketing
DW Poppy
Joanne Feekery's Canaccord Capital Experience October 2007 - December 2013
Job Fixed Income Trading and Management
Industry Capital Markets
Experience
Canaccord Genuity 2008 - December 2013
Canaccord Capital October 2007 - December 2013
Merrill Lynch April 1997 - January 2007
Ontario Teachers' Pension Plan 1992 - 1997
Skills
Fixed Income, Bonds, Capital Markets, Wealth Management, Trading, Investments, Derivatives, Portfolio Management, Investment Strategies, Money Market, Securities Lending, Presenter, Educational Leadership, Bloomberg, Equity Trading, ETFs, Securities, Electronic Trading, Hedge Funds, Equities, Equity Derivatives, Financial Markets
Education
McMaster University
Canaccord Genuity 2008 - December 2013
Canaccord Capital October 2007 - December 2013
Merrill Lynch April 1997 - January 2007
Ontario Teachers' Pension Plan 1992 - 1997
Skills
Fixed Income, Bonds, Capital Markets, Wealth Management, Trading, Investments, Derivatives, Portfolio Management, Investment Strategies, Money Market, Securities Lending, Presenter, Educational Leadership, Bloomberg, Equity Trading, ETFs, Securities, Electronic Trading, Hedge Funds, Equities, Equity Derivatives, Financial Markets
Education
McMaster University
Faith Van Wart's Canaccord Capital Experience 2000 - 2002
Job Electronic/Desktop Publishing Specialist at CPA Canada
Industry Publishing
Experience
CPA Canada (Chartered Professional Accountants Comptables professionnels agréés) August 2012 - Present
Freelance / Desktop Publishing March 2011 - August 2012
Ontario Power Generation February 2010 - February 2011
CIBC World Markets August 2009 - February 2010
Ontario Power Generation 2008 - 2009
Dundee Securities Corporation 2003 - 2007
Scotia Capital 2003 - 2003
Canaccord Capital 2000 - 2002
Skills
InDesign, Word, Folio Views, PowerPoint, Adobe Acrobat, Microsoft Office, Social Media, Books, Brochures, Newsletters, Loose Leafs, Event Planning, Excel, Research, Photography, Outlook, Layout, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Proofreading, Editing, Publishing
Education
University of Toronto 1991 — 1997
Hons. B.A., History & Women's Studies
George Brown College 1985 — 1996
Desktop Publishing - Graphic Design
CPA Canada (Chartered Professional Accountants Comptables professionnels agréés) August 2012 - Present
Freelance / Desktop Publishing March 2011 - August 2012
Ontario Power Generation February 2010 - February 2011
CIBC World Markets August 2009 - February 2010
Ontario Power Generation 2008 - 2009
Dundee Securities Corporation 2003 - 2007
Scotia Capital 2003 - 2003
Canaccord Capital 2000 - 2002
Skills
InDesign, Word, Folio Views, PowerPoint, Adobe Acrobat, Microsoft Office, Social Media, Books, Brochures, Newsletters, Loose Leafs, Event Planning, Excel, Research, Photography, Outlook, Layout, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Proofreading, Editing, Publishing
Education
University of Toronto 1991 — 1997
Hons. B.A., History & Women's Studies
George Brown College 1985 — 1996
Desktop Publishing - Graphic Design
Brad Delaney's Canaccord Capital Experience December 2007 - December 2008
Job Vice President, Electronic Trading at Canaccord Genuity Inc.
Industry Information Technology and Services
Experience
Canaccord Genuity Inc. September 2012 - Present
Canaccord Genuity December 2008 - September 2012
Canaccord Capital December 2007 - December 2008
Canaccord Capital October 2005 - December 2007
GMP Securities September 2000 - April 2005
OTG 2005 - 2005
Skills
Electronic Trading, Trading Systems, Equities, Trading, Direct Market Access, Traders, Securities, Equity Trading, Capital Markets, Fixed Income, Options, Equity Derivatives, Market Data, Financial Markets, Derivatives, Hedge Funds
Education
Sheridan College 1999 — 2000
ITIS, Information Technology
Humber College 1998 — 1999
Civil Engineering, Environmental
Loyola Catholic Secondary School 1994 — 1998
Canaccord Genuity Inc. September 2012 - Present
Canaccord Genuity December 2008 - September 2012
Canaccord Capital December 2007 - December 2008
Canaccord Capital October 2005 - December 2007
GMP Securities September 2000 - April 2005
OTG 2005 - 2005
Skills
Electronic Trading, Trading Systems, Equities, Trading, Direct Market Access, Traders, Securities, Equity Trading, Capital Markets, Fixed Income, Options, Equity Derivatives, Market Data, Financial Markets, Derivatives, Hedge Funds
Education
Sheridan College 1999 — 2000
ITIS, Information Technology
Humber College 1998 — 1999
Civil Engineering, Environmental
Loyola Catholic Secondary School 1994 — 1998
Emily Hamilton's Canaccord Capital Experience July 2008 - December 2009
Job Lead, Integration & Transformation Patient Care Communications and Planning at BC Emergency Health Services
Industry Hospital & Health Care
Experience
Provincial Health Services Authority, BC Emergency Health Services December 2014 - Present
Provincial Health Services Authority, BC Emergency Health Services March 2014 - December 2014
Provincial Health Services Authority November 2012 - March 2014
eatART Foundation 2010 - December 2012
Provincial Health Services Authority May 2011 - November 2012
Vancouver Coastal Health December 2009 - May 2011
Canaccord Capital July 2008 - December 2009
Skills
Project Management, Performance Management, Employee Relations, Employee Engagement, Succession Planning, Event Management, Business Analysis, Research, Data Analysis, Public Speaking, Change Management, Recruiting, Microsoft Excel, Process Improvement, Lean Management, Lean Thinking, Lean Transformation, Lean Operations, Lean Tools, Visio, Coaching, Culture Change, Logistics, Healthcare, Workshop Facilitation, Performance Improvement, Continuous Improvement, Strategy, Leadership
Education
Prosci Change Management Certification 2014 — 2014
Quality Academy - BC Patient Safety & Quality Council 2013 — 2013
Lean Leader Education - PHSA 2011 — 2012
Leading Edge Group 2010 — 2011
Lean Greenbelt, Lean/Process Improvement
Courtauld Institute of Art, U. of London 2000 — 2003
Master of Arts, Bachelor of Arts, History of Art
Provincial Health Services Authority, BC Emergency Health Services December 2014 - Present
Provincial Health Services Authority, BC Emergency Health Services March 2014 - December 2014
Provincial Health Services Authority November 2012 - March 2014
eatART Foundation 2010 - December 2012
Provincial Health Services Authority May 2011 - November 2012
Vancouver Coastal Health December 2009 - May 2011
Canaccord Capital July 2008 - December 2009
Skills
Project Management, Performance Management, Employee Relations, Employee Engagement, Succession Planning, Event Management, Business Analysis, Research, Data Analysis, Public Speaking, Change Management, Recruiting, Microsoft Excel, Process Improvement, Lean Management, Lean Thinking, Lean Transformation, Lean Operations, Lean Tools, Visio, Coaching, Culture Change, Logistics, Healthcare, Workshop Facilitation, Performance Improvement, Continuous Improvement, Strategy, Leadership
Education
Prosci Change Management Certification 2014 — 2014
Quality Academy - BC Patient Safety & Quality Council 2013 — 2013
Lean Leader Education - PHSA 2011 — 2012
Leading Edge Group 2010 — 2011
Lean Greenbelt, Lean/Process Improvement
Courtauld Institute of Art, U. of London 2000 — 2003
Master of Arts, Bachelor of Arts, History of Art
Andrew Couvell's Canaccord Capital Experience 2006 - 2009
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities 2012 - Present
Scotia McLeod June 2009 - 2012
Canaccord Capital 2006 - 2009
Shaughnessy Golf and Country Club 2001 - 2004
Skills
Investments, Wealth Management, Investment Strategies, Management, Retirement Planning, Small Business, Wealth, Financial Risk, Mutual Funds, Equities, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Financial Services, Strategic Planning, Investment Management, Investment Advisory, Strategic Financial..., Asset Allocation, Retirement, Securities, ETFs, Derivatives, Financial Planning
Education
Queen's University 1989 — 1992
RBC Dominion Securities 2012 - Present
Scotia McLeod June 2009 - 2012
Canaccord Capital 2006 - 2009
Shaughnessy Golf and Country Club 2001 - 2004
Skills
Investments, Wealth Management, Investment Strategies, Management, Retirement Planning, Small Business, Wealth, Financial Risk, Mutual Funds, Equities, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Financial Services, Strategic Planning, Investment Management, Investment Advisory, Strategic Financial..., Asset Allocation, Retirement, Securities, ETFs, Derivatives, Financial Planning
Education
Queen's University 1989 — 1992
Dave Doherty's Canaccord Capital Experience 1997 - 2008
Job President Inform Capital Partners
Industry Capital Markets
Experience
DD Mercantile Corp March 2008 - Present
Inform Capital January 2008 - Present
Canaccord Capital 1997 - 2008
Education
Simon Fraser University 1991 — 1995
Business Admin, Finance, Psychology
DD Mercantile Corp March 2008 - Present
Inform Capital January 2008 - Present
Canaccord Capital 1997 - 2008
Education
Simon Fraser University 1991 — 1995
Business Admin, Finance, Psychology
Ross Galloway's Canaccord Capital Experience 1996 - 1998
Job Sales Representative at Right at Home Realty
Industry Financial Services
Experience
Right At Home Realty Inc., Brokerage November 2014 - Present
Royal LePage Terrequity Realty January 2013 - November 2014
Integral Wealth Securities Limited 2004 - January 2011
Brawley Cathers 2001 - 2004
Mcdermid St Lawrence 1998 - 2001
Canaccord Capital 1996 - 1998
McDermid St Lawrence 1991 - 1996
Skills
Equities, Trading, Capital Markets, Business Development, Investments, Strategic Financial..., Selling, Wealth Management, Negotiation, Business Analysis, Sales, Financial Modeling, First Time Home Buyers, Start-ups, Brokerage, Real Estate, Relocation, Sales Process, Financial Analysis, Direct Sales, Entrepreneurship, Business Planning, Contract Negotiation, Marketing, Financial Planning
Education
Ontario Real Estate College 2011 — 2012
Real Estate
George Brown College 1990 — 1991
Post Graduate Certificate, Sports Marketing
Carleton University 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Canadian Securities Institute
Certificates, Stock Broker, Stock Trader
Crescent School
Right At Home Realty Inc., Brokerage November 2014 - Present
Royal LePage Terrequity Realty January 2013 - November 2014
Integral Wealth Securities Limited 2004 - January 2011
Brawley Cathers 2001 - 2004
Mcdermid St Lawrence 1998 - 2001
Canaccord Capital 1996 - 1998
McDermid St Lawrence 1991 - 1996
Skills
Equities, Trading, Capital Markets, Business Development, Investments, Strategic Financial..., Selling, Wealth Management, Negotiation, Business Analysis, Sales, Financial Modeling, First Time Home Buyers, Start-ups, Brokerage, Real Estate, Relocation, Sales Process, Financial Analysis, Direct Sales, Entrepreneurship, Business Planning, Contract Negotiation, Marketing, Financial Planning
Education
Ontario Real Estate College 2011 — 2012
Real Estate
George Brown College 1990 — 1991
Post Graduate Certificate, Sports Marketing
Carleton University 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Canadian Securities Institute
Certificates, Stock Broker, Stock Trader
Crescent School
Paul Matheson's Canaccord Capital Experience January 2006 - January 2007
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade February 2007 - Present
Canaccord Capital January 2006 - January 2007
Winslow Evans & Crocker January 2001 - January 2006
John Hancock Life Insurance Company (U.S.A.) January 2000 - January 2003
Xerox 1998 - 2000
Skills
Investments, Series 6, Series 7, Series 63, Series 65
Education
Salem State University 2012 — 2015
Master of Business Administration (MBA)
Lesley University
Masters Science Management, Business
Northeastern University
Bachelors, Liberal Arts
Scottrade February 2007 - Present
Canaccord Capital January 2006 - January 2007
Winslow Evans & Crocker January 2001 - January 2006
John Hancock Life Insurance Company (U.S.A.) January 2000 - January 2003
Xerox 1998 - 2000
Skills
Investments, Series 6, Series 7, Series 63, Series 65
Education
Salem State University 2012 — 2015
Master of Business Administration (MBA)
Lesley University
Masters Science Management, Business
Northeastern University
Bachelors, Liberal Arts
Diane Mann's Canaccord Capital Experience 1991 - 2004
Job Investor Relations at Formation Metals
Industry Public Relations and Communications
Experience
Formation Metals October 2011 - Present
DVM Interactive May 2008 - Present
ALDA Pharmaceuticals May 2009 - October 2011
Zajac Ranch for Children 1996 - 2009
Monument Mining May 2007 - May 2008
DTI Dental Technologies 2005 - 2007
Canfund Ventures 2005 - 2006
Canaccord Capital 1991 - 2004
Skills
Investor Relations, Event Planning, Event Management, IPO, Public Speaking
Education
University of Manitoba 1985 — 1989
Bachelor of Science, Biochemistry Microbiology
Formation Metals October 2011 - Present
DVM Interactive May 2008 - Present
ALDA Pharmaceuticals May 2009 - October 2011
Zajac Ranch for Children 1996 - 2009
Monument Mining May 2007 - May 2008
DTI Dental Technologies 2005 - 2007
Canfund Ventures 2005 - 2006
Canaccord Capital 1991 - 2004
Skills
Investor Relations, Event Planning, Event Management, IPO, Public Speaking
Education
University of Manitoba 1985 — 1989
Bachelor of Science, Biochemistry Microbiology
Trevor Johnson, CFA, MBA's Canaccord Capital Experience March 2005 - March 2006
Job Managing Director Equity Research, Real Estate & Special Situations at National Bank Financial
Industry Investment Banking
Experience
National Bank Financial December 2013 - Present
National Bank Financial March 2013 - Present
National Bank Financial January 2009 - Present
Blackmont Capital April 2006 - December 2008
Canaccord Capital March 2005 - March 2006
GE Capital June 2004 - March 2005
Skills
Valuation, Equities, Capital Markets, Investments, Financial Modeling, Investment Banking, Equity Research, Bloomberg, Equity Valuation, Investment Strategies, Venture Capital, Securities, Hedge Funds, Corporate Finance, Alternative Investments, Portfolio Management, Fixed Income, Finance
Education
Dalhousie University 2002 — 2004
MBA, Finance, Strategy
St. Francis Xavier University 1998 — 2002
BBAH, Finance
National Bank Financial December 2013 - Present
National Bank Financial March 2013 - Present
National Bank Financial January 2009 - Present
Blackmont Capital April 2006 - December 2008
Canaccord Capital March 2005 - March 2006
GE Capital June 2004 - March 2005
Skills
Valuation, Equities, Capital Markets, Investments, Financial Modeling, Investment Banking, Equity Research, Bloomberg, Equity Valuation, Investment Strategies, Venture Capital, Securities, Hedge Funds, Corporate Finance, Alternative Investments, Portfolio Management, Fixed Income, Finance
Education
Dalhousie University 2002 — 2004
MBA, Finance, Strategy
St. Francis Xavier University 1998 — 2002
BBAH, Finance
Simon Simonian's Canaccord Capital Experience 2001 - 2002
Job Investment Officer at Montrusco Bolton
Industry Investment Management
Experience
Montrusco Bolton July 2014 - Present
Al Nahdha Investment August 2012 - December 2013
SHUAA Capital 2010 - 2012
SHUAA Capital 2008 - 2010
Montreal Police Pension Fund 2005 - 2007
SIPAR Inc. 2002 - 2005
Canaccord Capital 2001 - 2002
Canaccord Capital 1998 - 2001
Skills
Equity Research, Equities, Mergers & Acquisitions, Valuation, Financial Modeling, Capital Markets, Portfolio Management, Investment Banking, Corporate Finance, Asset Management, Fixed Income, Investments, Financial Analysis, Due Diligence, Bloomberg, Financial Markets, Private Equity, Mutual Funds, TMT, Telecommunications, Technology, Media, Wealth Management, Hedge Funds, Investment Management
Education
Université Laval
M.Sc., Finance
Université de Montréal - HEC Montréal
Bachelor, Business Administration, Finance
Montrusco Bolton July 2014 - Present
Al Nahdha Investment August 2012 - December 2013
SHUAA Capital 2010 - 2012
SHUAA Capital 2008 - 2010
Montreal Police Pension Fund 2005 - 2007
SIPAR Inc. 2002 - 2005
Canaccord Capital 2001 - 2002
Canaccord Capital 1998 - 2001
Skills
Equity Research, Equities, Mergers & Acquisitions, Valuation, Financial Modeling, Capital Markets, Portfolio Management, Investment Banking, Corporate Finance, Asset Management, Fixed Income, Investments, Financial Analysis, Due Diligence, Bloomberg, Financial Markets, Private Equity, Mutual Funds, TMT, Telecommunications, Technology, Media, Wealth Management, Hedge Funds, Investment Management
Education
Université Laval
M.Sc., Finance
Université de Montréal - HEC Montréal
Bachelor, Business Administration, Finance
Paul Romain's Canaccord Capital Experience 1999 - 2003
Job Trading Specialist at Ontario Securities Commission
Industry Financial Services
Experience
Ontario Securities Commission November 2011 - Present
Raymond James May 2003 - November 2011
Canaccord Capital 1999 - 2003
Griffiths McBurney and Partners 1997 - 1999
Skills
Equities, Securities, Hedge Funds, Trading, Capital Markets, Equity Trading, Management, Options, Financial Markets, Investments, ETFs, Investment Advisory, Fixed Income, Trading Systems, Derivatives, Electronic Trading
Education
Ryerson University 1995 — 1996
Accounting - Finance
The Canadian Securities Course 1993 — 1993
Laurentian University/Université Laurentienne 1988 — 1991
B.A., Economics
Ontario Securities Commission November 2011 - Present
Raymond James May 2003 - November 2011
Canaccord Capital 1999 - 2003
Griffiths McBurney and Partners 1997 - 1999
Skills
Equities, Securities, Hedge Funds, Trading, Capital Markets, Equity Trading, Management, Options, Financial Markets, Investments, ETFs, Investment Advisory, Fixed Income, Trading Systems, Derivatives, Electronic Trading
Education
Ryerson University 1995 — 1996
Accounting - Finance
The Canadian Securities Course 1993 — 1993
Laurentian University/Université Laurentienne 1988 — 1991
B.A., Economics
Colin Cieszynski, CFA, CMT's Canaccord Capital Experience March 1996 - October 2007
Job Chief Market Strategist at CMC Markets
Industry Financial Services
Experience
CMC Markets November 2007 - Present
Canaccord Capital March 1996 - October 2007
Orion Securities May 1992 - August 1995
Skills
Financial Analysis, Foreign Exchange, Technical Analysis, commodities analysis, Strategist, Chartered Financial..., Trading, FX Options, Equities, Commodity, Analysis, Currency, Portfolio Management, Investment Strategies, Investments, Wealth Management, Financial Modeling, Capital Markets, Mutual Funds, Options, Derivatives, Hedging, Equity Derivatives, FX trading, Financial Markets, Trading Systems, Electronic Trading, Strategy, Equity Trading, Economics, Equity Research, Trading Strategies, Bloomberg
Education
York University 1993 — 1995
Hons B.A., Fine Arts Cultural Studies
McMaster University 1989 — 1993
Hons B.Com
CMC Markets November 2007 - Present
Canaccord Capital March 1996 - October 2007
Orion Securities May 1992 - August 1995
Skills
Financial Analysis, Foreign Exchange, Technical Analysis, commodities analysis, Strategist, Chartered Financial..., Trading, FX Options, Equities, Commodity, Analysis, Currency, Portfolio Management, Investment Strategies, Investments, Wealth Management, Financial Modeling, Capital Markets, Mutual Funds, Options, Derivatives, Hedging, Equity Derivatives, FX trading, Financial Markets, Trading Systems, Electronic Trading, Strategy, Equity Trading, Economics, Equity Research, Trading Strategies, Bloomberg
Education
York University 1993 — 1995
Hons B.A., Fine Arts Cultural Studies
McMaster University 1989 — 1993
Hons B.Com
Leah Craig (Schmidt)'s Canaccord Capital Experience February 2008 - April 2008
Job Owner & Event Planner at Leah Craig Events
Industry Marketing and Advertising
Experience
Leah Craig Events January 2014 - Present
Your Neighbourhood Credit Union January 2013 - September 2014
Sun Life Financial August 2009 - January 2013
Everus Communications Inc. April 2008 - July 2009
Canaccord Capital February 2008 - April 2008
Skills
Sales, Marketing Communications, Copywriting, Marketing Strategy, Time Management, Marketing, Product Development, Social Media, Advertising, Market Research, Social Media Marketing, Integrated Marketing, Digital Marketing, Marketing Management
Education
Conestoga College 2006 — 2008
Media Arts
Fanshawe College 2004 — 2006
Business
Wedding Planners Institute of Canada
Certified Wedding Planner & Coordinator
Leah Craig Events January 2014 - Present
Your Neighbourhood Credit Union January 2013 - September 2014
Sun Life Financial August 2009 - January 2013
Everus Communications Inc. April 2008 - July 2009
Canaccord Capital February 2008 - April 2008
Skills
Sales, Marketing Communications, Copywriting, Marketing Strategy, Time Management, Marketing, Product Development, Social Media, Advertising, Market Research, Social Media Marketing, Integrated Marketing, Digital Marketing, Marketing Management
Education
Conestoga College 2006 — 2008
Media Arts
Fanshawe College 2004 — 2006
Business
Wedding Planners Institute of Canada
Certified Wedding Planner & Coordinator
Nicolas Katsiyianis's Canaccord Capital Experience January 2000 - April 2001
Job Canadian Equity Sales Head U.S.A. MD
Industry Capital Markets
Experience
Canaccord Genuity Inc. June 2010 - Present
KTS Realty LLC/SKS LLP 2009 - Present
Genuity Capital Markets January 2005 - June 2010
CIBC World Markets May 2001 - January 2005
Canaccord Capital January 2000 - April 2001
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking, Equity Research, Investments, Bloomberg, Corporate Finance, Hedge Funds, Private Equity, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Equity Valuation, Alternative Investments, Due Diligence, Venture Capital, Derivatives, Emerging Markets, Investor Relations, Financial Markets, Corporate Governance, Finance, Mutual Funds, Management, Securities, Trading, Mergers
Education
Concordia University 1995 — 1999
BCOM, Finance
Canaccord Genuity Inc. June 2010 - Present
KTS Realty LLC/SKS LLP 2009 - Present
Genuity Capital Markets January 2005 - June 2010
CIBC World Markets May 2001 - January 2005
Canaccord Capital January 2000 - April 2001
Skills
Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking, Equity Research, Investments, Bloomberg, Corporate Finance, Hedge Funds, Private Equity, Financial Analysis, Portfolio Management, Asset Management, Fixed Income, Equity Valuation, Alternative Investments, Due Diligence, Venture Capital, Derivatives, Emerging Markets, Investor Relations, Financial Markets, Corporate Governance, Finance, Mutual Funds, Management, Securities, Trading, Mergers
Education
Concordia University 1995 — 1999
BCOM, Finance
Roberto Pippo's Canaccord Capital Experience September 2008 - March 2009
Job MBA Candidate, Financial Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2012 - Present
HSBC October 2010 - April 2012
Canaccord Capital September 2008 - March 2009
RBC Royal Bank 2005 - 2008
CIBC 2004 - 2005
BMO Bank of Montreal 2003 - 2004
AreaBanca 2002 - 2003
Tabaccheria Pippo 2000 - 2003
VanCity Credit Union 2000 - 2001
Vancity Credit Union 1992 - 2000
Skills
Financial Planning, Wealth Management, Coaching, Sales Management, Investments, Mutual Funds, Portfolio Management, Banking, Mortgage, Negotiation, Strategic Financial..., Credit, Financial Advisory, Retirement, Risk Management, Finance, Wealth, Financial Services
Education
Royal Roads University 2014 — 2016
Master of Business Adminstration (MBA), Leadership
RBC Wealth Management April 2012 - Present
HSBC October 2010 - April 2012
Canaccord Capital September 2008 - March 2009
RBC Royal Bank 2005 - 2008
CIBC 2004 - 2005
BMO Bank of Montreal 2003 - 2004
AreaBanca 2002 - 2003
Tabaccheria Pippo 2000 - 2003
VanCity Credit Union 2000 - 2001
Vancity Credit Union 1992 - 2000
Skills
Financial Planning, Wealth Management, Coaching, Sales Management, Investments, Mutual Funds, Portfolio Management, Banking, Mortgage, Negotiation, Strategic Financial..., Credit, Financial Advisory, Retirement, Risk Management, Finance, Wealth, Financial Services
Education
Royal Roads University 2014 — 2016
Master of Business Adminstration (MBA), Leadership
James Antonopoulos's Canaccord Capital Experience June 2009 - Present
Job Associate, Investment Banking at Canaccord Capital
Industry Banking
Experience
Canaccord Capital June 2009 - Present
Rodman & Renshaw August 2008 - June 2009
Education
Villanova University School of Law 2004 — 2007
J.D., Corporate Law
Babson College 2000 — 2004
Finance and Economics
Canaccord Capital June 2009 - Present
Rodman & Renshaw August 2008 - June 2009
Education
Villanova University School of Law 2004 — 2007
J.D., Corporate Law
Babson College 2000 — 2004
Finance and Economics
Susanne Macneall's Canaccord Capital Experience October 1999 - August 2001
Job Executive Assistant, Investment Banking, Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. 2014 - 2014
Macquarie Capital Partners June 2013 - August 2013
NCP Northland Capital Partners Inc. July 2011 - December 2012
Wellington West Capital Markets November 2010 - July 2011
Loewen Ondaatje McCutcheon September 2008 - November 2010
Dundee Corporation April 2008 - September 2008
MGI Securities Inc. 2003 - April 2008
MGI Securities August 2001 - 2003
Canaccord Capital October 1999 - August 2001
Fedorsen, Shoniker; Barristers & Solicitors May 1987 - November 1998
Skills
Syndications, Capital Markets, Investment Banking, Private Placements, M&A experience, Office Management, Organization, Executive..., Equity Capital Markets, Business Valuation, Funding, DCF
Education
Centennial College
Diploma, Legal Administration
Dunbarton High
Diploma, Business and Commerce
Raymond James Ltd. 2014 - 2014
Macquarie Capital Partners June 2013 - August 2013
NCP Northland Capital Partners Inc. July 2011 - December 2012
Wellington West Capital Markets November 2010 - July 2011
Loewen Ondaatje McCutcheon September 2008 - November 2010
Dundee Corporation April 2008 - September 2008
MGI Securities Inc. 2003 - April 2008
MGI Securities August 2001 - 2003
Canaccord Capital October 1999 - August 2001
Fedorsen, Shoniker; Barristers & Solicitors May 1987 - November 1998
Skills
Syndications, Capital Markets, Investment Banking, Private Placements, M&A experience, Office Management, Organization, Executive..., Equity Capital Markets, Business Valuation, Funding, DCF
Education
Centennial College
Diploma, Legal Administration
Dunbarton High
Diploma, Business and Commerce
Paul Varey's Canaccord Capital Experience October 2001 - December 2003
Job Director at Core Yield Capital Corp
Industry Investment Management
Experience
Core Yield Capital Corp March 2012 - Present
National Bank Financial March 2011 - March 2012
SIACharts.com September 2009 - April 2011
Western Petroleum Commodities Inc May 2008 - September 2009
Leede Financial Markets Inc. December 2003 - May 2008
Canaccord Capital October 2001 - December 2003
CIBC World Markets June 1995 - July 2001
Education
Carleton University 1986 — 1989
BPA, Public Administration
Core Yield Capital Corp March 2012 - Present
National Bank Financial March 2011 - March 2012
SIACharts.com September 2009 - April 2011
Western Petroleum Commodities Inc May 2008 - September 2009
Leede Financial Markets Inc. December 2003 - May 2008
Canaccord Capital October 2001 - December 2003
CIBC World Markets June 1995 - July 2001
Education
Carleton University 1986 — 1989
BPA, Public Administration
Andrew Tavender's Canaccord Capital Experience April 2003 - December 2003
Job Director, Whitehorn Merchant Capital Inc.
Industry Investment Banking
Experience
Whitehorn Merchant Capital Inc. January 2009 - Present
Deloitte & Touche LLP November 2006 - January 2009
Tamarack Capital Advisors Inc. April 2005 - October 2006
Scotia Capital January 2004 - April 2005
Canaccord Capital April 2003 - December 2003
Jawz Technologies Inc. April 1998 - December 2000
Skills
Mergers, Private Equity, Financial Modeling, Corporate Finance, Strategy, Capital Markets, Entrepreneurship, Strategic Planning, Finance, Valuation, Due Diligence, Financial Analysis, Investments, Investment Banking, Venture Capital, Mergers & Acquisitions, Portfolio Management, Equity Research
Education
CFA Institute 2001 — 2005
CFA
York University - Schulich School of Business 2002 — 2003
MBA
University of Calgary 1994 — 1998
BA
Whitehorn Merchant Capital Inc. January 2009 - Present
Deloitte & Touche LLP November 2006 - January 2009
Tamarack Capital Advisors Inc. April 2005 - October 2006
Scotia Capital January 2004 - April 2005
Canaccord Capital April 2003 - December 2003
Jawz Technologies Inc. April 1998 - December 2000
Skills
Mergers, Private Equity, Financial Modeling, Corporate Finance, Strategy, Capital Markets, Entrepreneurship, Strategic Planning, Finance, Valuation, Due Diligence, Financial Analysis, Investments, Investment Banking, Venture Capital, Mergers & Acquisitions, Portfolio Management, Equity Research
Education
CFA Institute 2001 — 2005
CFA
York University - Schulich School of Business 2002 — 2003
MBA
University of Calgary 1994 — 1998
BA
Isabelle Bourgeois's Canaccord Capital Experience 2001 - 2005
Job Directrice de section chez Financière Banque Nationale
Industry Financial Services
Experience
Financière Banque Nationale November 2005 - Present
Canaccord Capital 2001 - 2005
Skills
Gestion de patrimoine, Investissements, Fonds mutuels, Coaching, Gestion d'équipe, Organisation..., Valeurs mobilières, Communication écrite, Travail d'équipe, Évaluation de la..., Administration, Service à la clientèle, Gestion du bureau, Encadrement du personnel, Présentations, Assurance qualité
Education
Concordia University 1991 — 1995
B.Comm, Marketing, Comptabilité
Champlain College, St-Lambert 1989 — 1991
DEC, Administration
Financière Banque Nationale November 2005 - Present
Canaccord Capital 2001 - 2005
Skills
Gestion de patrimoine, Investissements, Fonds mutuels, Coaching, Gestion d'équipe, Organisation..., Valeurs mobilières, Communication écrite, Travail d'équipe, Évaluation de la..., Administration, Service à la clientèle, Gestion du bureau, Encadrement du personnel, Présentations, Assurance qualité
Education
Concordia University 1991 — 1995
B.Comm, Marketing, Comptabilité
Champlain College, St-Lambert 1989 — 1991
DEC, Administration
Reida Diego's Canaccord Capital Experience June 1997 - August 1997
Job Team lead Focus Group Recruiter at CRC Research
Industry Market Research
Experience
CRC Research January 2010 - Present
HOC Ltd. December 1997 - January 1999
Canaccord Capital June 1997 - August 1997
Skills
Market Research, Data Analysis, Project Management, Qualitative Research, Research, Online Research, Quantitative Research, Report Writing, Social Media, Customer Service, Social Networking, Marketing Strategy, Leadership, Social Media Marketing, Event Planning, Nonprofits
Education
The University of British Columbia 2000 — 2003
BA, Political Science
The University of British Columbia
Bachelor's Degree, Political Science and Government
CRC Research January 2010 - Present
HOC Ltd. December 1997 - January 1999
Canaccord Capital June 1997 - August 1997
Skills
Market Research, Data Analysis, Project Management, Qualitative Research, Research, Online Research, Quantitative Research, Report Writing, Social Media, Customer Service, Social Networking, Marketing Strategy, Leadership, Social Media Marketing, Event Planning, Nonprofits
Education
The University of British Columbia 2000 — 2003
BA, Political Science
The University of British Columbia
Bachelor's Degree, Political Science and Government
Arie Papernick's Canaccord Capital Experience 2002 - 2006
Job Investment Banking at Secutor Capital Management Corp.
Industry Investment Banking
Experience
Secutor Capital Management Corp. March 2010 - Present
Raymond James Ltd. 2006 - 2010
Canaccord Capital 2002 - 2006
HSBC James Capel 1997 - 2002
Education
McMaster University 1990 — 1994
Hon. B.Comm
Secutor Capital Management Corp. March 2010 - Present
Raymond James Ltd. 2006 - 2010
Canaccord Capital 2002 - 2006
HSBC James Capel 1997 - 2002
Education
McMaster University 1990 — 1994
Hon. B.Comm
Steve Mantel's Canaccord Capital Experience 1996 - 1998
Job Managing Director at Mercury Capital Corp.
Industry Investment Management
Experience
Mercury Capital Corp. 2006 - Present
Orion Financial Inc. 2004 - 2006
National Bank Financial 2000 - 2004
Peters & Co. Limited 1998 - 2000
Canaccord Capital 1996 - 1998
Gordon Capital 1994 - 1995
Gordon Capital 1993 - 1994
Gordon Capital 1991 - 1993
Skills
Private Equity, Capital Markets, Equities, Fixed Income, Asset Management, Investments, Asset Managment, Hedge Funds, Alternative Investments, Management, Valuation
Education
Dordt College 1987 — 1991
Bachelor’s Degree, Business Administration (Honors) & Accounting (Honors)
Mercury Capital Corp. 2006 - Present
Orion Financial Inc. 2004 - 2006
National Bank Financial 2000 - 2004
Peters & Co. Limited 1998 - 2000
Canaccord Capital 1996 - 1998
Gordon Capital 1994 - 1995
Gordon Capital 1993 - 1994
Gordon Capital 1991 - 1993
Skills
Private Equity, Capital Markets, Equities, Fixed Income, Asset Management, Investments, Asset Managment, Hedge Funds, Alternative Investments, Management, Valuation
Education
Dordt College 1987 — 1991
Bachelor’s Degree, Business Administration (Honors) & Accounting (Honors)
Stéphane Rouillier's Canaccord Capital Experience June 1999 - March 2009
Job Conseiller en placement
Industry Investment Management
Experience
Valeurs mobilières Banque Laurentienne Inc. April 2009 - Present
Canaccord Capital June 1999 - March 2009
Whalen Beliveau et Ass May 1995 - June 1999
Skills
Planification de...
Education
Université du Québec à Montréal / UQAM 1988 — 1991
Bachelier en administration des affaires, Finance, General
CEGEP Édouard-Montpetit 1986 — 1987
Valeurs mobilières Banque Laurentienne Inc. April 2009 - Present
Canaccord Capital June 1999 - March 2009
Whalen Beliveau et Ass May 1995 - June 1999
Skills
Planification de...
Education
Université du Québec à Montréal / UQAM 1988 — 1991
Bachelier en administration des affaires, Finance, General
CEGEP Édouard-Montpetit 1986 — 1987
Joanna (JY) Fores-Pimentel's Canaccord Capital Experience August 2003 - September 2003
Job Logistics & Operations Manager
Industry Apparel & Fashion
Experience
Karma Athletics Ltd. April 2015 - Present
MacLaren McCann March 2014 - April 2015
Royal LePage Regency Realty Ltd October 2012 - May 2014
Charlton & Company November 2012 - March 2014
CH2M HILL April 2008 - August 2012
Aritzia April 2007 - April 2008
Bentall Kennedy April 2005 - April 2007
Bentall Kennedy May 2002 - April 2005
Canaccord Capital August 2003 - September 2003
Canaccord Capital August 2003 - September 2003
Skills
Procurement, Contract Management, First Aid, Microsoft Excel, Microsoft Word, Outlook, Microsoft Publisher, Photoshop, Oracle Purchasing, JDE One World, Human Resources, Management, Sales, Marketing, Customer Service, Event Planning, Microsoft Office, Administrative..., Time Management, Social Media, Event Management
Education
St. John's Ambulance 2010 — 2013
Level II First Aid Certified until October 2013, First Aid
The University of British Columbia / UBC 1999 — 2000
Liberal Arts and Sciences, General Studies and Humanities
Little Flower Academy 1993 — 1998
High School
Karma Athletics Ltd. April 2015 - Present
MacLaren McCann March 2014 - April 2015
Royal LePage Regency Realty Ltd October 2012 - May 2014
Charlton & Company November 2012 - March 2014
CH2M HILL April 2008 - August 2012
Aritzia April 2007 - April 2008
Bentall Kennedy April 2005 - April 2007
Bentall Kennedy May 2002 - April 2005
Canaccord Capital August 2003 - September 2003
Canaccord Capital August 2003 - September 2003
Skills
Procurement, Contract Management, First Aid, Microsoft Excel, Microsoft Word, Outlook, Microsoft Publisher, Photoshop, Oracle Purchasing, JDE One World, Human Resources, Management, Sales, Marketing, Customer Service, Event Planning, Microsoft Office, Administrative..., Time Management, Social Media, Event Management
Education
St. John's Ambulance 2010 — 2013
Level II First Aid Certified until October 2013, First Aid
The University of British Columbia / UBC 1999 — 2000
Liberal Arts and Sciences, General Studies and Humanities
Little Flower Academy 1993 — 1998
High School
Caterina Famularo's Canaccord Capital Experience March 2001 - August 2002
Job Global Senior Commodity Manager at Celestica
Industry Electrical/Electronic Manufacturing
Experience
Celestica December 2014 - Present
Rio Tinto August 2013 - August 2014
Cott Beverages January 2010 - June 2013
Cott Beverages January 2008 - December 2009
Cott Beverages January 2007 - December 2007
Cott Beverages January 2006 - December 2006
Cott Beverages April 2003 - December 2005
Canaccord Capital March 2001 - August 2002
BCP - Publicis January 2001 - March 2001
Group Telecom July 2000 - December 2000
Skills
Product Development, Brand Management, Advertising, Private Label, Food Packaging, Account Management, Long-term Customer..., Business Development, Project Management, Consumer Packaged Goods..., Contract Management, Development Of..., Corporate Branding, Document Review, Proofreading, Supplier Development, Managing Database, Bidding Process, Administrative Work, Category Management, Retail Category..., Category Insights, Indirect Purchasing
Education
Concordia University 1997 — 2000
Bachelor of Commerce (BCom), Marketing (Major), International Business (Minor)
CEGEP de Maisonneuve 1995 — 1997
DEC, Administration
Celestica December 2014 - Present
Rio Tinto August 2013 - August 2014
Cott Beverages January 2010 - June 2013
Cott Beverages January 2008 - December 2009
Cott Beverages January 2007 - December 2007
Cott Beverages January 2006 - December 2006
Cott Beverages April 2003 - December 2005
Canaccord Capital March 2001 - August 2002
BCP - Publicis January 2001 - March 2001
Group Telecom July 2000 - December 2000
Skills
Product Development, Brand Management, Advertising, Private Label, Food Packaging, Account Management, Long-term Customer..., Business Development, Project Management, Consumer Packaged Goods..., Contract Management, Development Of..., Corporate Branding, Document Review, Proofreading, Supplier Development, Managing Database, Bidding Process, Administrative Work, Category Management, Retail Category..., Category Insights, Indirect Purchasing
Education
Concordia University 1997 — 2000
Bachelor of Commerce (BCom), Marketing (Major), International Business (Minor)
CEGEP de Maisonneuve 1995 — 1997
DEC, Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.