Canaccord Financial
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 Financial Employees
North Vancouver School Dist 44 March 2014 - Present
Bentall Kennedy June 2013 - March 2014
JOEY Restaurant Group November 2012 - May 2013
Canaccord Financial March 2008 - November 2012
Finning International December 2005 - March 2008
CHC Helicopter March 2005 - December 2005
Electronic Arts 2002 - 2005
Orca Bay Sports & Entertainment (Vancouver Canucks) 1995 - 2002
Skills
Team Leadership, Payroll, Payroll Accounting, Human Resources -..., Co-Active Coaching, Yoga Teacher, Employee Benefits, Corporate Wellness, Employee Engagement, Coaching, Financial Analysis, Implementation..., Leadership, Training, ADP Payroll, Accounting, Human Resources, Change Management, Management, Performance Management, Process Improvement, Account Reconciliation
Education
Dale Carnegie Course 2014 — 2014
CTI Co-Active Coach Training 2010 — 2010
Baptiste Institute
Level One
British Columbia Institute of Technology
Canadian Human Resources Association
CHRP
Canadian Payroll Association
PCP
Dalhousie University
CEBS
Tides Canada February 2015 - Present
The University of British Columbia November 2012 - Present
Interfor January 2011 - Present
Creativetech Services Inc. 1996 - Present
TransLink October 2011 - December 2012
E-Comm 9-1-1 April 2011 - October 2011
Canaccord Financial November 2008 - November 2010
Visiphor Corporation 2004 - 2006
CGA-Canada (Certified General Accountants Association of Canada) 2003 - 2006
News 1130 Radio 2000 - 2004
Skills
Business Analysis, CRM, SharePoint, Change Management, Process Improvement, Project Management, Software Documentation, Business Process, Technical Writing, Management, Business Process..., Technical Communication, Requirements Gathering, Consulting, Training, Enterprise Software, SDLC, Process Optimization, Team Leadership, Requirements Analysis, Analysis, Proposal Writing, Content Management, IT Management, Information Technology, Marketing, Internal Communications, Business Intelligence, Program Management, Project Portfolio..., Integration, Corporate Communications, Instructional Design, Media Relations, Marketing Communications, Software Project..., Governance, Software Development, Strategic Planning, Leadership, Project Planning, Strategy, ERP, Management Consulting, Vendor Management, Organizational...
Education
Simon Fraser University
Okanagan University College 1993 — 1995
Diploma
Wolverton Securities 2004 - Present
Canaccord Financial 1999 - 2004
Brink Hudson 1996 - 1999
Skills
Information Assurance, Equities, Mutual Funds, Securities, Strategic Financial..., Venture Capital, Capital Markets, Corporate Finance, Investor Relations, Private Equity, Investments, Asset Allocation, Investment Advisory, Alternative Investments, Equity Research, Hedge Funds
Education
The University of British Columbia 1987 — 1989
Bachelor of Commerce (B.Com.), Marketing
British Columbia Institute of Technology 1986 — 1988
DiplT, marketing
Wildflower Marijuana February 2015 - Present
Bayhorse Silver Inc. April 2013 - February 2015
Saturn Minerals Inc January 2014 - January 2015
International Samuel Exploration June 2012 - February 2014
Gold Reach Resources June 2012 - December 2013
Cresval Capital January 2011 - January 2013
Defiance Silver June 2012 - December 2012
Richfield Ventures Corp. March 2009 - December 2010
Accurate Bailiffs January 2001 - September 2007
Canaccord Financial March 1987 - March 1993
Skills
Mining, Mergers, Social Media, Project Management, Corporate Social..., Private Equity, Geological Mapping, Crisis Communications, Team Leadership, Corporate Communications, Marketing Communications, Online Advertising, Finance, Investments, Strategic Partnerships, Business Strategy, Entrepreneurship, Financial Communications, Business Development, Due Diligence, Corporate Finance, Equity Research, Press Releases, Corporate Development, Equities, Public Relations, Start-ups, Strategy, Sales, Newsletters, Social Networking, Capital Markets, Negotiation, Strategic Planning, Internal Communications, Emerging Markets, Market Research, Social Media Marketing, Business Planning, Brand Awareness, Online Marketing, Project Finance, Management, Financial Promotions, Management Consulting, Lean Startup, Mergers & Acquisitions, Investment Advisory, Minerals, Capital
Education
University of Regina 1982 — 1986
B/A, Business Administration and Management, General
University of Regina - Luther College 1979 — 1983
BBA, Economics
PI Financial Corp. July 2010 - Present
Canaccord Financial September 1998 - July 2010
Skills
Equities, Capital Markets, Investments, Private Placements, Valuation, Asset Managment, Private Equity, Fixed Income, Investor Relations, Investment Advisory, IPO, Wealth Management, Estate Planning, Investment Strategies, Venture Capital, Mutual Funds, Trading, Investment Banking, Securities, Portfolio Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Hedge Funds, Equity Research, Bonds, Retirement Planning, Corporate Development, Options, ETFs, Alternative Investments, Asset Management, Strategic Financial..., Derivatives, Corporate Finance, Investment Management, Financial Modeling, Finance, Asset Allocation, Financial Markets, Financial Structuring, Equity Valuation, Financial Advisory
Education
The University of British Columbia 1993 — 1997
International Relations, International Relations, Accounting, Finance
MD Financial Management Gestion financière MD January 2010 - Present
LoyaltyOne June 2008 - January 2010
Canaccord Financial January 2007 - June 2008
Peru/ Brazil 2006 - 2007
NOVA Japan 2004 - 2006
Skills
Retirement Planning, Wealth Management, Investment Strategies, Strategic Planning, Risk Management, Insurance, Strategic Financial..., Mutual Funds, Financial Services, Securities, Microsoft Office
Education
University of Guelph 2000 — 2004
Honors Bachelor of Science (BSc), Animal Biology
Team 3000 Realty May 2014 - Present
Pacific Blue Cross January 2013 - May 2014
Canaccord Financial June 2012 - December 2012
House of Knives 2010 - 2012
Neat Uniforms Inc. May 2003 - August 2007
Skills
Real Estate, Real Estate Marketing, Marketing Communications, Social Media Marketing, Microsoft Office, Advertising, First Time Home Buyers, First Time Home Sellers, Human Resources, Sales, Inventory, Management, Residential Homes, Customer Satisfaction, Customer Service, Time Management, Marketing
Education
The University of British Columbia 2013 — 2014
Real Estate License, Real Estate
Simon Fraser University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing and Human Resources
Houlihan Lawrence Sales AgentKelly Associates Real Estate, Inc.August 2013 - Present
IT Technology, a US-based August 2012 - December 2014
Canaccord Financial 2010 - March 2012
FTN Financial June 2009 - January 2010
Jefferies & Company October 1999 - December 2008
Skills
Sales, Equity Trading, Trading, Guitarist, Musicians, Investments, Real Estate, Series 7, Electronic Trading, Hedge Funds, Selling, Securities, Series 63, Equities, Bloomberg
Education
Hobart College 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
NCC
J Lang Asset Management Inc. February 2015 - Present
Canada China Capital Market Access May 2012 - Present
Langda Consulting & LD Capital - Connect your business to China November 2009 - Present
Maple Power Capital Corp. January 2013 - June 2015
Smart Employee Benefits Inc. August 2012 - March 2014
Canaccord Financial February 2007 - September 2008
Canadian ShareOwner Investments, Inc October 2001 - January 2007
China Business Monthly July 1997 - August 1998
Skills
Investments, Wealth Management, Investment Strategies, Portfolio Management, Equities, Capital Markets, Venture Capital, Private Equity, Equity Research, Asset Managment, Financial Modeling, Trading
Education
Canadian Securities Institute 2001 — 2009
Certificate, Securities
University of Alberta 1999 — 2001
Master of Business Administration (MBA); Honors Bachelor of Arts, Business
Jilin University 1993 — 1997
Bachelor of Arts, Journalism
Canaccord Financial June 2011 - Present
Groupe Financier BBA February 2004 - April 2011
AEGON Canada / Transamerica March 2003 - February 2004
AIG March 2000 - March 2003
Great-West Life May 1995 - March 2000
Skills
Disability Insurance, Health Insurance, Estate Planning
Education
Université de Moncton 1991 — 1995
Bachelor Degree in Business Administration, Finance
Global Securities Corporation June 2012 - Present
South Korea 2002 - 2008
Canaccord Financial 2000 - 2001
BMO Nesbitt Burns 1997 - 2000
Global Securities 1996 - 1997
RBC Dominion Securities June 1996 - September 1996
Pacific Coast Savings Credit Union January 1990 - April 1991
Skills
Wealth Management, Investments, Equities, Options, Futures, RRSP, TFSA, Group RRSP's, Tactical Asset..., Hedging, Venture Capital, Capital Markets, Individual Pension Plans, Technical Analysis, Financial Analysis, Trading, ETFs, Fixed Income, Closed-end Funds, Equity Research, Securities, Stocks, Financial Modeling, Valuation, Bloomberg, Asset Management, Mutual Funds
Education
Sauder School of Business 1991 — 1994
B.Comm, Finance
UBC 1991 — 1994
Commerce, Finance
Mt. Douglas Sr. Secondary 1981 — 1983
RBC 2015 - Present
BMO Financial Group April 2013 - May 2015
BMO Financial Group January 2011 - April 2013
Canaccord Financial September 2009 - July 2010
Canaccord Genuity Inc. May 2009 - September 2009
Skills
Financial Modeling, Access, Word, PowerPoint, Bloomberg Terminal, Excel, Enterprise Valuation, Financial Analysis, Analytics, Risk Analysis, Market Risk, Credit Risk, Operational Risk, Equity Valuation, Equities, Valuation, Capital Markets, Due Diligence, Portfolio Management, Investment Banking, Derivatives, Microsoft Excel, Microsoft Word, Investments, Corporate Finance, Risk Management, Bloomberg, Mergers & Acquisitions, Banking, Analysis, Leveraged Finance, Wealth Management, Financial Reporting, Equity Research, Quantitative Analytics, Financial Markets, Econometrics, Management, Financial Risk, Trading, Securities, Fixed Income, VBA, Strategy, Data Analysis, Project Planning, Asset Management, Basel II, Business Analysis, Finance
Education
Ryerson University 2007 — 2010
Bachelor of Commerce, Finance, International Business Minor
Latergramme August 2015 - Present
Blankslate Partners July 2015 - Present
Metrie February 2013 - June 2015
Moulding and Millwork January 2011 - February 2013
Canaccord Financial July 2004 - January 2011
North Shore Law LLP October 1993 - June 2004
Skills
Leadership, Budgets, Customer Service, Coaching, Employee Relations, Strategic Planning, Onboarding, Account Management, Contract Negotiation, Negotiation, Event Planning, Performance Management, Event Management, Recruiting, Team Building, Human Resources, Management, Inventory Management, New Business Development
Education
Capilano College
University of Toronto
Bachelor of Arts, History
Richardson GMP Limited September 2010 - Present
Canaccord Financial March 2010 - September 2010
Skills
Investment Strategies, Investments, Wealth Management, Mutual Funds, Investment Advisory, ETFs, Asset Management, Estate Planning, Retirement Planning, Alternative Investments, Securities, Investment Management, Equities, Asset Allocation, Strategic Financial..., Financial Planning
Education
University of Alberta 2005 — 2009
Bachelor of Commerce, Marketing
MacEwan University
ScotiaMcLeod May 2003 - Present
ScotiaMcLeod April 2003 - Present
Canaccord Financial September 2000 - March 2003
Fimat 1999 - 2000
Skills
Wealth Management, Investment Advisory, Portfolio Management, Finance, Investment Strategies, Equities, Mutual Funds, Strategic Financial..., Retirement Planning, Investments, Asset Management, Asset Allocation
Education
Université du Québec à Chicoutimi 1990 — 1993
Bachelor, Administration, Chartered Accountant
Canaccord Financial October 2010 - Present
Canaccord Financial January 2010 - October 2010
Canaccord Financial June 2008 - January 2010
Canaccord Financial February 2007 - June 2008
Just Energy November 2002 - August 2006
Education
McGill University
BCom, Finance, Information Systems
Canaccord Financial February 2007 - Present
Canaccord Financial 2007 - Present
Skills
Retirement, Financial Advisory, Wealth, Investment Management, Estate Planning, Capital Markets
Education
The University of British Columbia / UBC 1979 — 1985
Bachelor of Commerce (B.Com.), Urban Land Economics
British Columbia Institute of Technology / BCIT 1996 — 2003
Associate Certificate, Financial Planning and Services
Societe Generale Capital Canada Inc July 2011 - Present
Canaccord Financial January 2011 - July 2011
RBC June 2010 - January 2011
Invesco Trimark 2007 - 2010
Skills
Troubleshooting, customer skills, Multilingual, Vendor Management, Asset Managment, Disaster Recovery, Active Directory, VMware, ITIL, System Deployment, VPN, Business Continuity, Lotus Notes, Microsoft Office, Team Leadership, Change Management, Asset Management, SharePoint, System Administration, Windows Server, IT Management, IT Operations, Citrix, Visio, Servers, Blackberry Enterprise..., XP, VMware ESX, Data Center, Microsoft Exchange, DNS
Education
Durham College 1998 — 2000
CNE, MCSE, Systems Engineer
III foundation school, karachi Pakistan 1970 — 1974
High School
Deecorp Properties Ltd. May 2004 - September 2012
Oniva Group of Companies April 2002 - May 2004
Canaccord Financial January 1999 - October 2001
Education
Kwantlen University College 1987 — 1998
Certificate, Legal Secretary
Langara College 1992 — 1995
Political Science
Canaccord Financial March 2003 - Present
Canaccord Capital Corp January 1999 - March 2003
Canaccord Capital Corp January 1994 - January 1999
Canarim Capital Corp January 1987 - January 1994
Skills
IT Operations, Business Continuity, Disaster Recovery, Vendor Management, Servers, Unix, System Administration, Information Security, Data Center, Service Delivery, Governance, Business Analysis, SDLC, Contract Management, Staff Development, Virtualization, Leadership
Education
Douglas College 1984 — 1986
Computer Information Systems
Port Moody Senior Secondary 1981 — 1983
TELUS January 2012 - Present
Proactive Technology Corp April 1997 - Present
BCAA July 2011 - December 2011
Teekay Shipping March 2011 - July 2011
HSSBC October 2010 - March 2011
Canaccord Financial June 2001 - October 2010
Telus Mobility 1997 - 2002
Fraser Health Authority 1997 - 2002
360 Networks 2000 - 2001
ICBC 1998 - 1999
Skills
vSphere, VMware ESX, Citrix, Active Directory, Virtualization, IIS, SharePoint, SQL Server, Scripting, NetApp, VMware, Windows Server 2008, System Deployment, Enterprise Architecture, Network Architecture, Microsoft Exchange, Microsoft SQL Server, Windows Server, Powershell, Storage, Disaster Recovery, HP EVA, Storage Area Networks, High Availability, Data Center, SAN, DNS, Servers, Group Policy, Solution Architecture, Integration, Server Architecture, Firewalls, VMware Infrastructure, SCCM, VDI, Enterprise Software, Microsoft Technologies, Hyper-V, Storage Architecture, Blackberry Enterprise..., Architecture, IT Operations, VPN, IT Service Management, Citrix Metaframe, HP, Infrastructure, Cluster, SCOM
Education
Pontifícia Universidade Católica do Rio Grande do Sul 1985 — 1989
Computer Science
Dossier March 1987 - Present
Global Mothers (Transformational Trade Network Association) January 2014 - January 2015
Association of Professional Design Firms May 2005 - May 2011
Pemberton Securities January 1988 - December 1989
M.K. Wong & Associates January 1987 - December 1987
Canaccord Financial January 1985 - December 1986
Skills
Corporate Identity, Packaging, Graphic Design, Art Direction, Marketing Strategy, Brand Development, Entrepreneurship, Public Speaking, Creative Direction, User Experience, Start-ups, Marketing Communications, CRM, Integrated Marketing, Design Thinking, Concept Development, Creative Strategy, Strategic Planning, Leadership
Education
The University of British Columbia 1986 — 1989
Leslie Wong Fellow, Portfolio Management Fund
The University of British Columbia 1982 — 1989
B Comm, Sauder School of Business - Finance, PMF
Narciso Rodriguez November 2014 - May 2015
Luxe Pair April 2014 - May 2015
Canaccord Financial September 2010 - August 2014
Nordstrom May 2008 - August 2008
Skills
Equities, Capital Markets, Business Analysis, Investments, Portfolio Management, Investment Banking, Corporate Finance, Derivatives, Customer Service, Marketing, Microsoft Office, Research, Teamwork
Education
Parsons School of Design 2014 — 2015
Associate of Arts and Sciences (AAS), Fashion Marketing
Washington State University 2013 — 2015
Master of Business Administration (MBA), International Business
Portland State University 2008 — 2010
Bachelor of Business Administration (BBA), Marketing
Queen's University 2005 — 2008
Richardson GMP April 2014 - Present
Market One Media Group Inc. September 2013 - April 2014
Connor, Clark & Lunn Financial Group September 2012 - September 2013
Canaccord Financial November 2010 - July 2012
TD Bank Group August 2004 - January 2006
TD Bank Group August 2003 - August 2004
TD Bank Group January 2002 - September 2003
TD Bank Group January 2000 - December 2001
Skills
Investments, Wealth Management, Equities, Banking, Portfolio Management, Corporate Finance, Mutual Funds, Credit, Trading, Securities, Investment Banking, Credit Analysis, Financial Analysis, Investor Relations, Valuation, Private Equity, Finance, Bloomberg, Private Placements, Financial Services, Asset Managment, Risk Management, Fixed Income, Financial Modeling, Alternative Investments, Asset Management
Education
Ryerson University 2001 — 2005
Business Management
Country Boyz Industries January 2015 - Present
Kohut Farms August 2015 - September 2015
Western Union Business Solutions May 2012 - January 2015
Olympia Trust Company January 2010 - April 2012
Canpages May 2008 - December 2009
Sunridge Mazada June 2003 - April 2008
Canaccord Financial 2000 - 2002
Skills
Foreign Currency, Sales, Marketing, Account Management, Creative Problem Solving, Building Relationships, B2B, Salesforce.com, Foreign Exchange, Advertising, Sales Management, Team Leadership, New Business Development, Business Development, Strategic Planning, Trading, Banking, Marketing Strategy, Online Advertising, Analysis, Customer Service, Entrepreneurship, Sales Process, Options, Business Strategy, FX Options, Sales Presentations, Currency, Digital Marketing, Portfolio Management, FX trading, Direct Sales, Cold Calling, Coaching, SEO, CRM, Direct Marketing, Lead Generation, Strategy, Negotiation, Investments, Risk Management, Team Building, Foreign Exchange...
Education
The University of Calgary 2005 — 2007
Economics
The University of Lethbridge 1998 — 2002
Philosophy
Raymond James Ltd. September 2008 - Present
Canaccord Financial November 2003 - September 2008
CIBC Wood Gundy December 1996 - November 2003
Skills
Communicating with..., Heling clients to..., Creating financial and..., reviewing and..., Protecting Managing and..., Investments, Financial Advisory, Portfolio Management, Retirement, Estate Planning, Asset Allocation, Insurance, Risk Management, Finance, Retirement Planning, Securities, Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Wealth, Equities, Financial Planners
Education
Carleton University 1991 — 1993
MMS, Finance
Vancity / Credential Securities July 2013 - Present
Vancity 2011 - July 2013
Canaccord Financial 2008 - 2011
Invesco Trimark 2005 - 2008
Investment Industry 1993 - 2004
Skills
Investments, Mutual Funds, ETFs, Investment Strategies, Wealth Management, Investment Banking, Investment Advisory, Securities, Asset Managment, Investment Management, Retirement Planning, Equities, Portfolio Management, Strategic Financial..., Fixed Income, Finance, Financial Advisory, Banking, Asset Management, Asset Allocation
Education
Université du Québec à Montréal
B.Com, Business/ Finance
Canaccord Financial 1993 - Present
Education
Université du Québec à Montréal 1989 — 1992
B.Comm, Finance
C2D Services September 2015 - Present
Procom July 2007 - September 2015
Averna 2007 - 2007
idCAD 2006 - 2007
Canaccord Financial 2003 - 2006
Skills
Administration, Accounting, ISO, Account Management, Management, Process Improvement, Team Leadership, Human Resources, Employee Relations, Microsoft Office, Coaching, Outlook, Customer Service, Microsoft Excel, Visio, Ressources humaines, Amélioration des..., Leadership d'équipe, Analyste commercial, Service client
Education
Université de Montréal - HEC Montréal 2013 — 2016
Bachelor of Business Administration (BBA)
Centre de formation Vision 20 20 2000 — 2002
Comptabilité et administration
Neurotechnology Industry Organization July 2015 - Present
Ontario Brain Institute July 2012 - July 2015
PVP Ventures March 2012 - March 2013
Bloom Burton & Co January 2012 - June 2012
Pairwise Affinity May 2011 - May 2012
Alzheimer Society of HNHB July 2009 - August 2009
Canaccord Financial 2006 - 2009
Education
DeGroote School of Business 2009 — 2012
MBA
McMaster University 2007 — 2011
PhD
Ryerson University 2008 — 2008
Continuing Education
Université du Québec à Montréal 2005 — 2007
MSc
Brock University 2001 — 2005
BKin (H)
RBC July 2015 - Present
HSBC March 2013 - Present
Canaccord Financial February 2012 - March 2013
Ontario Blind Sports Association November 2011 - February 2012
Ontario Blind Sports Association January 2011 - February 2012
Canadian Junior Golf Association April 2009 - September 2009
Canadian Junior Golf Association May 2008 - August 2008
Skills
Event Management, Social Media, Event Planning, Customer Service, Public Speaking, Coaching, Marketing, Marketing Communications, Recruiting, Leadership, Team Leadership, Time Management, Teamwork, Account Management, Management
Education
Brock University 2006 — 2010
Sport Management with Honours
D'Alessio Law Group April 2015 - Present
Freelance June 2005 - Present
D'Alessio Law Group 2011 - April 2015
Big Big Friend with Breakthrough Entertainment November 2013 - December 2013
Peace Point Entertainment Group January 2012 - March 2012
Canaccord Financial November 2010 - January 2012
Labour of Love Productions Inc. 2009 - 2011
Breakthrough Films & Television 2010 - 2010
LCBO Media 2010 - 2010
The 2009 Industry Gemini Awards Galas 2009 - 2009
Skills
Mediation, Production, Television Production, Voice Over, Public Relations, Video Production, International..., Editing, Television, Producing, Voice Acting, Documentaries, Film, Theatre, Public Speaking, Performing Arts
Education
Ryerson University 1997 — 2001
BAA; Radio & Television, Broadcasting & Communications
Karlstad University 2000 — 2000
Exchange program, Creative Education and Multi-media studies
The Stella Addler Academy 2010 — 2010
The Fundamentals of Acting, Acting Fundamentals, Camera, and Script Analysis.
Port Metro Vancouver May 2014 - Present
Anticipate Hospitality January 2012 - Present
Vancouver Bach Choir November 2012 - Present
Fraser Health Authority June 2013 - June 2014
Endeavour Society February 2012 - June 2013
Lucent Strategies Inc. April 2011 - June 2013
Xypex Chemical Corporation February 2010 - June 2011
Canaccord Financial 2006 - 2010
Steam Whistle Brewing 2006 - 2007
Vancouver International Writers Festival May 2002 - September 2005
Skills
Strategic Communications, Corporate Communications, Public Relations, Government Relations, Crisis Communications, Event Planning, Advertising, Marketing Communications, Fundraising, Social Media, Nonprofits, Project Management, Workshop Facilitation, Stakeholder Engagement, Event Management
Education
York University
B.A., Hons., Political Science, Creative Writing
Humber College
Graduate Certificate, Marketing Management & Finance
Mackie Research Capital May 2010 - July 2012
Canaccord Financial September 1998 - January 2010
Oliver & Company July 1998 - October 1998
BMO-Nesbitt BurnsMontréal, QC January 1997 - June 1998
Skills
Product Knowledge, Resourceful, Time Sensitive, Conflict Resolution, Organizational..., Entrepreneurship, Resource Allocation, Analytics, Integrity, Ethics, Value-added, Value Optimization, Networking, Professional Counseling, Relationship Mgmt, Sales&Marketing, Investments, Time Management, Self-starting, Customer-focused, Customization, Attentiveness to Detail, Equity Management, Portfolio Management, Adaptable & a quick..., Computer-savvy, Investment Management, Finance, Asset Management, Financial Analysis, Trading
Education
Thompson Rivers University 2010 — 2012
B.Comm
Canadian Securities Institute (CSI) Montreal, Quebec 1997 — 2007
Chartered Investment Manager (CIM)
Champlain College, St-Lambert, Quebec 1993 — 1996
Diploma of College Studies/Diplôme d'études collégiales, DEC
Centennial Regional High SchoolGreenfield 1988 — 1993
High School Diploma
Inventa May 2015 - August 2015
Sugar Media Experiential Engineering Inc. June 2013 - October 2013
Orangutan Inc. May 2012 - June 2012
Dentsu Canada November 2011 - April 2012
Dentsu Canada October 2010 - November 2011
Canaccord Financial June 2001 - October 2010
J3 Canada September 2009 - June 2010
J3 September 2009 - April 2010
Student Connections October 2008 - April 2009
Humber College September 2008 - April 2009
Skills
PowerPoint, Blogging, Microsoft Office, Project Management, Relationship Management, Market Research, Social Media Marketing, Data Analysis, Web Analytics, Google Adwords, Proofreading, Collaborative Problem..., Team-oriented, Digital Marketing, Marketing Strategy, Social Media, Digital Media, Strategic Planning, Advertising, Online Advertising, Digital Strategy
Education
Humber College 2008 — 2009
Marketing Management (Regular Profile) Honours
Brock University 2004 — 2008
BA, Sociology Honours
Club sportif MAA September 2013 - Present
National Bank of Canada 2008 - 2012
National Bank Financial 2004 - 2008
Canaccord Financial 2004 - 2004
CIBC Wood Gundy 2002 - 2004
Merrill Lynch Canada - CIBC Wood Gundy January 2000 - 2002
Restaurant Club Lounge 737 May 1998 - January 2000
Sherlock's Restaurant March 1998 - April 1999
Westin Hotels & Resorts May 1996 - February 1997
Skills
Bilingual, Customer Satisfaction, People-oriented, Creative, Polyvalent, Adaptable to Changes, Committed to..., High Organizational..., Communication, Autonomous, Positive Team Player, Efficiency, Highly responsible, Process Improvement, Internal Communications, Problem Solving, Coordinating Events, Translation, Proofreading, Teaching, Training, Superior Client Service, Window Displays, Active listening, Investments, Wealth Management, Social Media, Marketing, Business Development, Event Planning, Sales, Customer Service
Education
UQAM 1992 — 1996
Bachelor of Science (B.Sc.), Education
Lycée Montaigne 1989 — 1992
Bachelor, Litterature
Broadridge February 2015 - Present
Broadridge Financial Solutions July 2008 - February 2015
Canaccord Financial 2006 - 2008
CIBC 2004 - 2005
Skills
Account Management, Analysis, Team Leadership, Business Communications, Business Analysis, Strategy, Market Research, Relationship Management, Economics, Research, Project Coordination, Requirements Analysis, Requirements Gathering, Banking, Financial Planning, Financial Services, Foreign Exchange, Financial Risk..., Financial Markets, Problem Solving, Team Building, Automated Processes, Front Office, Stakeholder Management, Leadership
Education
University of Detroit Mercy 2014 — 2016
Master of Arts (MA), Economics
Royal Roads University 2011 — 2012
Graduate Certificate, Professional Communications Management
British Columbia Institute of Technology 2008 — 2010
Certificate, Computer Information Systems
University of Windsor 2001 — 2004
BA, Honours Communication Studies
Canadian Securities Institute (CSI)
Canadian Investment Manager designation (CIM)
Sofiabella.ca September 2009 - Present
Lexi-Luu Designs, Inc. February 2011 - October 2011
Banana Republic January 1998 - October 2008
Canaccord Financial September 1993 - August 1995
Yorkton Securites 1992 - 1993
Skills
Time Management, Fashion, Sales, Social Media Marketing, Training, Apparel, Social Media, Retail, Merchandising, Marketing Strategy, Business Strategy, Marketing, Entrepreneurship, Advertising, Social Networking
Education
The University of British Columbia 1990 — 1993
English Honours
Douglas College 1985 — 1987
University Transfer
Manulife Asset Management March 2012 - Present
Manulife Asset Management - Tactical Asset Allocation January 2010 - March 2012
Manulife Asset Management July 2008 - January 2010
GMP Securities May 2007 - September 2007
Canaccord Financial May 2006 - September 2006
Skills
Bloomberg
Education
Ivey Business School at Western University 2006 — 2008
HBA, Finance
Ryerson University 2004 — 2006
BComm, Finance, Minor in Economics
Foresters May 2015 - Present
Foresters May 2012 - May 2015
Foresters Life Insurance Company (formerly Unity Life of Canada) June 2011 - September 2011
Canaccord Financial June 2010 - July 2010
Skills
Insurance, Relationship Management, Team Leadership
Education
University of Guelph 2011 — 2015
Bachelor of Commerce, Management, Economics and Finance
Ursula Franklin Academy 2007 — 2011
Ontario Secondary School Diploma
Canaccord Financial March 2015 - Present
Vancouver Coastal Health May 2014 - March 2015
Nicola Wealth Management November 2011 - May 2014
Nicola Wealth Management December 2000 - May 2014
Nicola Wealth Management December 2000 - May 2014
Nicola Wealth Management September 2010 - June 2011
Nicola Wealth Management December 2000 - December 2007
Collingwood School July 1999 - October 2000
Barker Systems Consulting Inc. January 1999 - June 1999
Incognito Software May 1998 - August 1998
Skills
C#, Microsoft SQL Server, T-SQL, Data Migration, Visual Basic, Visual Basic 5.0/6.0, SharePoint, Microsoft CRM, Windows 2003, Microsoft Exchange, Redmine, Perforce, Veritas Backup Exec, Crystal Reports, Crystal Reports 10.0, Data Modeling, Data Warehousing, JavaScript, SSIS, Relational Databases, ETL, Web Development, Database Administration, IIS, Windows, VB.NET, Windows Server, .NET, Backup Exec, Software Documentation, Business Intelligence, Integration, Software Development, ASP.NET, SQL, Visual Studio, Database Design, SDLC, CRM, Analysis Services, LINQ, ADO.NET, ASP.NET MVC, Agile Methodologies, Business Analysis, Technical Subject Matter, Data Analysis, Requirements Analysis, Web Applications, Servers
Education
British Columbia Institute of Technology / BCIT 2013 — 2014
Associate Certificate in Database Administration and Design
Microsoft
The Data Warehousing Institute
The Data Warehousing Institute
The University of British Columbia
Internet Programming
Capilano University 1996 — 1999
Business Computing Co-op
Stonegate Private Counsel 2014 - Present
Meridian Credit Union September 2011 - 2014
Qtrade Securities 2010 - 2011
United Financial Corp. 2006 - 2009
RBC Royal Bank 2002 - 2006
Canaccord Financial 1999 - 2002
Carlton Cards 1988 - 1989
Carlton Cards 1988 - 1989
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Estate Planning, Portfolio Management, Securities, Asset Managment, Investment Advisory, Investment Management, Investment Strategies, Wealth Management..., Retirement, Asset Allocation, High Net Worth..., Wealth, Financial Advisory
Education
Bruns
Bruns
Bruns
CFA Institute
CFA Charterholder
Canadian Securities Institute
CIM, FMA, FCSI (Qualified)
University of Manitoba
B.Comm (Hons.), Finance
Raymond James December 2012 - Present
Canaccord Financial September 2009 - July 2012
egX Canada June 2007 - October 2008
BC Securities Commission 2003 - June 2007
360networks 2000 - 2003
Vancouver Stock Exchange/CDNX 1989 - 2000
Skills
Business Analysis, SDLC, Risk Management, Integration, Team Management, Telecommunications, Project Management, Change Management, Business Process, Project Planning, Software Project..., Requirements Analysis, IT Strategy, Business Process..., Vendor Management, Governance, Securities, Team Leadership
Education
The University of British Columbia 2006 — 2007
Art History, Religious Studies, Latin
Capilano University 1999 — 2007
Art History, English Literature, Philosophy
Grafton asset management July 2010 - Present
Canaccord Financial 2003 - 2008
Avenir Capital 2000 - 2003
First Energy Capital 1993 - 2000
Peters & Co. Limited 1983 - 1993
Skills
Equities, Strategic Planning, Investments, Private Equity, Financial Analysis, Mergers & Acquisitions, Asset Managment, Business Development, Valuation, Mergers, Asset Management, Corporate Finance, Portfolio Management, Due Diligence, Energy, Capital Markets, Financial Modeling, Wealth Management, Management, Alternative Investments, Business Strategy, Investment Strategies, Equity Research, Corporate Development, Strategic Financial..., Venture Capital, Trading, Private Placements, Entrepreneurship, Hedge Funds, Investment Banking, Securities, Investor Relations, Investment Advisory, Fashion
Education
The University of British Columbia / UBC 1974 — 1978
Bachelor of Commerce (B.Com.), Finance
BMO Capital Markets July 2012 - Present
Russell Investments June 2011 - January 2012
Totem Park Residence Association - Residence and Housing April 2009 - September 2010
Canaccord Financial May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investment Banking, Capital Markets, Investments, Valuation, Equities, Fixed Income, Bloomberg, Corporate Finance, Accounting, PowerPoint, Research, Market Research, Portfolio Management, Team Leadership, Entrepreneurship, Leadership, Banking, Business Analysis, Financial Reporting, Equity Research, Data Analysis, Business Strategy, Financial Markets, Due Diligence, Securities, Asset Management, Capital IQ, Microsoft Excel, Bloomberg Terminal, Customer Service, Finance, Financial Accounting, Quantitative Analytics, VBA, Public Speaking, Mutual Funds, Private Equity, Financial Statement..., Economics, Time Management
Education
The University of British Columbia 2008 — 2012
BComm, Finance, minor in Economics
Empowering Minds June 2013 - Present
Werklund Capital Corporation March 2013 - Present
PetroToro August 2011 - February 2013
Vast Exploration May 2010 - January 2011
Verenex Energy Inc. December 2006 - September 2010
Canaccord Financial 2004 - 2006
Skills
Event Planning, Travel Management, Corporate Communications, Investor Relations, Event Management, Public Relations, Fundraising, Capital Markets, Strategic Planning, Marketing, Strategic Communications, Investments, Marketing Communications, Negotiation, Media Relations, Project Planning, Leadership, Management, Sponsorship, Finance
Education
University of Calgary 1989 — 1993
Bachelor of Arts
Cochrane High School 1987 — 1989
City of Vancouver April 2015 - Present
Interfor January 2014 - Present
Interfor December 2012 - December 2013
CHC Helicopter May 2009 - December 2012
CHC Helicopter December 2008 - April 2009
Canaccord Financial January 2003 - October 2008
Assante Wealth Management 2003 - 2005
Skills
Aviation, Airlines, Aircraft, Helicopters, Process Improvement, Recruiting, Change Management, Contract Negotiation, Operations Management, Human Resources, Training, Technical Recruiting, Employee Relations, Customer Service, Strategic Planning, Negotiation, Time Management, Logistics, Team Building, Management, Leadership, Aerospace, Coaching, Aircraft Maintenance, Employee Engagement, Talent Acquisition, Organizational..., Sourcing, Performance Management, Employee Benefits, Onboarding
Education
Pontificia Universidad Javeriana 1985 — 1990
BA, Finance and Economics
British Columbia Institute of Technology
Human Resources Management courses
London Life September 2013 - Present
London Life March 2012 - July 2013
London Life August 2010 - March 2012
Eclipse Technology Solutions Inc. February 2010 - August 2010
Canaccord Financial August 2008 - October 2009
RBC Dominion Securities March 2007 - August 2008
ScotiaMcLeod March 2005 - March 2008
Skills
Investments, Retirement Planning, Mutual Funds, Wealth Management, Customer Service, Financial Planning, Customer Relations, Banking, Excel, Microsoft Office, Word, PowerPoint, Problem Solving, Cold Calling, Inside Sales, Testing, Business Requirements, User Acceptance Testing, Regression Testing
Education
Sheridan College 1998 — 2001
Diploma, Financial Services
Glendale High School 1994 — 1998
Canaccord Financial August 2007 - Present
Alderwoods Group August 2002 - August 2007
Education
University of Alberta 1997 — 2001
BCom, MIS, Accounting
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
Elephant Ears Entertainment January 2011 - Present
DR.DK/P4 2011 - 2013
Canaccord Financial March 2008 - September 2010
Fitness World 2007 - 2007
Skills
Guitarist, Vocalist, Live Performer, Long Distance Running, Trail Running, Communication Skills, Exceptional People..., Tour Management, Organizational Talent, Talent Booking, Live Sound, Music, Songs, Music Industry, Songwriting, Singing, Entertainment, Marketing, Musicians, A&R, Studio Recording, Sound, Audio Editing, Festivals, Band, Record Labels, Recording, Booking Systems, Music Production, Music Licensing, Music Supervision, Guitar Playing, Music Management, Concerts, Music Publishing, Guitar, Pro Tools, Audio Engineering
Education
Capilano University 1991 — 1993
Commercial Music Diploma, Commerical Music & Music Therapy
The University of British Columbia
Psychology, English
lululemon athletica October 2012 - August 2013
lululemon athletica September 2008 - October 2012
Canaccord Financial October 2007 - July 2008
SITA November 2006 - October 2007
Alderwoods Group Incorporated [acquired by Service Corporation Incorporated (SCI) in 2006] January 2002 - October 2006
The Loewen Group (became Alderwoods Group Incorporated in January 2002) June 1998 - December 2001
Skills
Project Management, Quality Assurance, Agile Methodologies, Testing, SDLC, People Development, Test Planning, Strategic Planning, Business Analysis, Test Management, Test Automation, Test Strategy, Business Requirements, Contract Management, Contract Recruitment, ITIL, Manual Testing, Negotiation, People Skills, Project Delivery, QTP, Quality Center, Quality Management, Test Cases, User Acceptance Testing
Education
AMA University 1987 — 1991
Canaccord Financial May 2003 - Present
BMO Nesbitt Burns January 1997 - May 2003
Skills
Equities, Investment Strategies, Financial Advisory, Portfolio Management, Investment Banking, Wealth Management, Mutual Funds, Capital Markets, Fixed Income, Investments, Equity Research, Asset Management
Education
The University of British Columbia
B.Comm, Finance
Canaccord Financial April 2004 - Present
Vancouver Coastal Health January 2004 - March 2004
FortisBC June 2002 - December 2003
TELUS April 1996 - April 2002
Canadian Armed Forces January 1991 - January 1996
Skills
Cloud Computing, Business Analysis, Virtualization, Vendor Management, Disaster Recovery, Data Center, Enterprise Architecture, Enterprise Software, IT Strategy, ITIL, Integration, Security, SharePoint
Education
CSI 2010 — 2010
Partners, Directors and Senior Officers Course (PDO)
British Columbia Institute of Technology 2002 — 2005
Bachelor's degree, Information Technology
British Columbia Institute of Technology 1993 — 1995
Diploma, Information Technology
Canaccord Genuity Inc. September 2014 - Present
Canaccord Financial June 2011 - September 2014
Sun Life Financial October 2009 - June 2011
Sun Life Financial February 2008 - October 2009
TD Canada Trust April 2006 - October 2007
Skills
Mutual Funds, Wealth Management, End User Training, Banking, Application Support, Investments, Retirement Planning, Office Administration, Financial Analysis, Asset Allocation, SharePoint, Technical Support, Requirements Gathering, Business Analysis
Education
The University of British Columbia 2003 — 2006
Bachelor of Commerce Honours, Finance
Canaccord Financial May 2011 - Present
RMG Consulting January 2010 - Present
Canaccord Financial March 2011 - May 2011
Northwest & Ethical Investments (formerly The Ethical Funds Company) June 2006 - December 2009
Inhance Investment Management Inc. July 2005 - June 2006
Ethical Funds Inc. February 2004 - July 2005
Ethical Funds Inc. August 1999 - February 2004
Peter Cundill & Associates Ltd. September 1996 - August 1999
Skills
Financial Analysis, Accounting, Investments, Corporate Finance, Mutual Funds, Finance, Management, Portfolio Management, Financial Planning, Mergers & Acquisitions, Auditing, Analysis, Budgets, Leadership, Securities, Valuation, Performance Management, Canadian Income Tax
Education
CMA BC 2007 — 2010
CMA Candidate
Lakehead University 1993 — 1994
BBA, Business management
British Columbia Institute of Technology 1991 — 1993
Diploma - Managment Systems, Business Managment
Canadian Securities Institute 1988 — 1988
Regisered Options Principal Exam
Canadian Securities Institute 1988 — 1988
Partners', Directors' and Senior Officers' Qualifying Examination
Canadian Securities Institute 1985 — 1985
The Canadian Options Exam
Canadian Securities Institute 1985 — 1985
The Canadian Futures Exam Part I
Canadian Securities Institute 1985 — 1985
The Canadian Futures Exam Part II
Canadian Securities Institute 1984 — 1984
National Commodity Futures Exam
Canadian Securities Institute 1982 — 1982
The Canadian Securities Course
Morgan Stanley August 2007 - Present
Canaccord Financial March 2003 - August 2007
Education
Boston College 1993 — 1997
B of S, Business
Stockwatch September 2009 - Present
Credential Financial April 2009 - May 2009
Credential December 2008 - April 2009
Canaccord Financial 2009 - 2009
Credential May 2008 - November 2008
Skills
Equities, Social Media, Marketing Strategy, Mutual Funds, Marketing Communications, Business Strategy, Marketing, Public Relations, Press Releases, Copywriting, Entrepreneurship, Strategy, Market Research, Research, Corporate Communications, Social Media Marketing, Strategic Communications, Online Marketing, Editing, Blogging, Media Relations, Copy Editing, Email Marketing, Brand Development, Social Networking, Finance
Education
McGill University 2002 — 2006
B.A., English and North American Studies
De La Salle College "Oaklands" 1996 — 2002
Ontario Secondary School Diploma
Canada Revenue Agency December 2011 - Present
Great Canadian Casinos July 2005 - December 2011
Canaccord Financial July 2004 - June 2005
Ventyx (formerly MDSI Mobile Data Solutions Inc. November 2001 - June 2004
MDSI 2000 - 2004
Skills
Financial Reporting, Accounting, Auditing, General Ledger, Financial Accounting, Consolidation
Education
CPA, CGA
Simon Fraser University
Bachelor of Business Administration
Canaccord Financial August 2009 - Present
Bimcor 2005 - 2008
Credit Suisse 2004 - 2005
Concord 2001 - 2004
HSBC Securities 1997 - 1999
Credit Suisse 1993 - 1996
Skills
Bloomberg, Bonds, Fixed Income, Capital Markets, Derivatives, Trading, Investment Management, Investment Strategies, Securities, Options
Education
The London School of Economics and Political Science (LSE) 1991 — 1992
Diploma
Western University 1987 — 1991
HBA
SAP 2007 - Present
Business Objects 2007 - 2008
Canaccord Financial 2004 - 2007
Evolve Tech 2004 - 2004
GlobalCenter/Exodus/Cable and Wireless 2000 - 2003
Glentel 1997 - 1999
HSBC Bank Canada 1990 - 1997
Skills
Firewalls, VMware ESX, VoIP, ITIL, Virtualization, Business Process, VMware, Wireless, Enterprise Software, Requirements Analysis, Linux, WAN, Disaster Recovery, Networking, IT Strategy, Integration, Servers, Cloud Computing, Enterprise Architecture, Windows Server, Data Center, Active Directory, SaaS, Business Intelligence, Security, Solution Architecture, SQL, Cisco Technologies, Microsoft SQL Server, Business Analysis, Unix, SDLC
Education
British Columbia Institute of Technology 1988 — 1990
Computer Studies
University of Calgary May 2014 - Present
Phoenix Technology Services September 2013 - May 2014
Cavendish Investing Ltd. April 2010 - January 2013
Integrity Wealth Group 2008 - 2010
Canaccord Financial 2006 - 2008
Skills
Investor Relations, Corporate Communications, Corporate Finance, Mergers & Acquisitions, Due Diligence, Asset Management, Business Strategy, Budgets, Investment Banking, Research
Education
University of Calgary 1999 — 2004
Biological Sciences
MacEwan University 1984 — 1985
Administrative Assistant Diploma
OK Tire Stores Inc June 2014 - Present
Canaccord Financial February 2009 - May 2014
Canaccord July 2007 - February 2009
Canaccord Financial May 2005 - July 2007
KPMG LLP September 2000 - April 2005
Skills
External Audit, Project Planning, Equities
Education
Institute of Chartered Accountants of BC
Chartered Accountant
Simon Fraser University 1995 — 2000
Bachelor of Business Administration, Accounting
Canadian Securities Institute
ScotiaMcLeod July 2013 - September 2014
Canaccord Financial September 2008 - June 2013
Royal Bank of Canada April 2007 - April 2008
Great-West Life October 2005 - April 2007
CIBC February 2003 - October 2005
MLW Consulting June 2002 - February 2003
Edward Jones March 2001 - June 2002
Foresters September 2000 - March 2001
Skills
Strategic Financial..., Financial Planners, Wealth Management, Estate Planning, Financial Services, Financial Advisory, Investments, Investment Advisory, Team Leadership, Portfolio Management, Mutual Funds, Retirement, Insurance, Investment Strategies, Wealth Management..., Finance, Banking, Retirement Planning, Asset Allocation, Equities, Wealth, Securities, Investment Management, Fixed Income
Education
Brock University 2005 — 2013
Bachelor of Education (B.Ed.), Adult and Continuing Education and Teaching
Mohawk College 1994 — 1997
Business Administration, Finance, Marketing
HAHN Investment Stewards & Company Inc. March 2011 - July 2014
Canaccord Financial November 2009 - March 2011
Wealth Stewards September 2008 - December 2009
AIC Limited May 2006 - September 2007
Education
McMaster University 2003 — 2008
H.Bcomm, Finance
Vancouver September 2012 - Present
Parental Care June 2011 - August 2012
Canaccord Financial October 2009 - June 2011
GrowthWorks Capital January 2005 - April 2009
Steve Nash Sports Club 2006 - 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Calendaring, Social Networking, Purchasing, Inventory Management, Project Management, Team Building, Time Management, Administrative..., Management, Event Planning, Administrative..., Employee Relations, Quantum Computing
Education
Kwantlen Polytechnic University 2013 — 2014
Citation Program Completed
University of Victoria
Majendie Wealth Management at ScotiaMcLeod September 2009 - Present
Canaccord Financial 1998 - 2009
Skills
Capital Markets, ETFs, Securities, Alternative Investments, Wealth Management, Bonds, Hedge Funds, Venture Capital, Mutual Funds, Equity Research, Due Diligence, Investment Strategies, Fixed Income, Portfolio Management, Investments, Asset Management, Asset Allocation, Investment Management, Investment Advisory, Risk Management, Wealth Management..., Strategy, Equities, High Net Worth..., Mergers & Acquisitions, Financial Analysis, Business Strategy, Retirement Planning, Strategic Planning, Investor Relations, Wealth, Private Equity, Investment Banking, Trading
Education
University of Oxford 1960 — 1963
BA, MA, Modern Languages
Winchester College, U.K.
The DATA Group November 2014 - Present
TeraGo Networks March 2013 - November 2014
Scotiabank October 2011 - March 2013
Scotiabank May 2010 - February 2012
Keith Bagg Group January 2010 - May 2010
The Law Society of Upper Canada July 2009 - September 2009
Canaccord Financial July 2008 - October 2008
CIBC March 2004 - July 2008
Skills
Recruiting, Human Resources, HRIS, Employee Relations, Talent Management, Performance Management, HR Policies, Onboarding, Talent Acquisition, Employee Engagement, New Hire Orientations, Applicant Tracking..., HR Consulting, Benefits Administration, Personnel Management, Temporary Placement, Workforce Planning, Interviews, Screening, Technical Recruiting, Job Descriptions, Employee Training, Job Evaluation, Screening Resumes, Employee Benefits, Sourcing, Conflict Resolution, Recruitment Advertising, Resume Writing, Organizational Design, College Recruiting, Benefits Negotiation, Career Development
Education
Ryerson University 2015 — 2016
Certificate, Leadership in Organizations
Ryerson University
Certificate, French Proficiency
George Brown College 2009 — 2010
Post-Graduate Certificate, Human Resources Management
York University 2002 — 2007
BA, Business Economics
Canaccord Financial February 2007 - Present
First Albany Capital 2002 - 2007
Robertson Stephens Inc. 2000 - 2002
Skills
Private Placements, Investment Banking, Private Equity, IPO, Capital Markets, Valuation, Equities, Mergers, Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
Master of Business Administration (MBA)
Saint Lawrence University 1988 — 1992
BA
Cordiant Capital October 2012 - Present
Ethnique media inc. May 2011 - October 2012
Digital Shape Technologies May 2010 - May 2011
Canaccord Financial March 2009 - April 2010
Education
Chartered Alternative Investment Analyst (CAIA) Association 2011 — 2012
CAIA, Alternative Finance
College Stanislas
McGill University
Bachelor of Laws (BCL / LL.B.) / Bachelor of Commerce (Finance)
Canaccord Financial May 1999 - Present
Skills
Trading, Fixed Income, Equities, Capital Markets, Investments, Bloomberg, Portfolio Management, Derivatives, Asset Management, Hedge Funds, Mutual Funds, Financial Markets
Education
Université de Montréal - HEC Montréal
BMO Nesbitt Burns March 2014 - Present
Richardson GMP August 2013 - March 2014
Canaccord Financial November 2010 - August 2013
Terraprobe Inc. October 2005 - March 2012
Skills
Mutual Funds, Investments, Strategic Financial..., Wealth Management, Asset Management, Equities, Asset Allocation, Securities, Portfolio Management, Retirement Planning, Fixed Income, Alternative Investments, Financial Modeling, Investment Strategies, Valuation, Investment Advisory, Finance, Financial Planners, Options, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Outlook, Time Management, Bonds, Financial Planning
Education
Ryerson University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance
Sheridan College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Questrade December 2013 - Present
Questrade December 2012 - December 2013
Penson Financial Services Canada Inc October 2011 - December 2012
Penson Financial Services Canada Inc August 2010 - October 2011
CIBC Mellon 2010 - August 2010
Canaccord Financial 2008 - 2009
NBCN Inc 2002 - 2008
Skills
Settlement, Account Reconciliation, Trading, Equities, Bloomberg, Securities, Options, Capital Markets, Mutual Funds, Fixed Income
Education
Canadian Securities Institute
Canadian Securities Course
Concordia University
Bachelor of Arts
Edmonton Rush Lacrosse Club September 2010 - Present
Canaccord Financial February 2010 - September 2010
Big Valley Jamboree August 2006 - August 2008
Clubfit Canada December 2007 - May 2008
Outback Steakhouse 2001 - 2003
Education
MacEwan University 2009 — 2010
Diploma, Public Relations
University of Alberta 2003 — 2007
Bachelor, English, Spanish, Communications
Ross Sheppard High School
Graduated, 2005
RBC Dominion Securities April 2013 - Present
Canaccord Financial January 2012 - April 2013
CIBC Wood Gundy January 2011 - December 2011
Education
The University of British Columbia 2008 — 2009
Diploma, Accounting
Royal Roads University 2003 — 2005
Bachelor's, Commerce
British Columbia Institute of Technology 1999 — 2001
Diploma, Marketing Management
The Co-operative Bank plc April 2015 - Present
Oliver Wyman May 2007 - Present
Canaccord Financial February 2010 - Present
NewStar Financial February 2009 - Present
The Fletcher School of Law and Diplomacy February 2007 - December 2010
Warburg Pincus May 2007 - February 2009
Oliver Wyman & Company July 1984 - April 2007
Booz Allen Hamilton 1981 - 1984
Education
Tufts University - The Fletcher School of Law and Diplomacy 1974 — 1976
MALD
Dartmouth College 1970 — 1974
AB
BC Health Shared Services Organization August 2007 - Present
Canaccord Financial June 2000 - July 2008
Dataphile Software Ltd. August 1997 - July 2000
Skills
Storage Area Networks, VMware, HP-UX, HP, Fibre Channel, Cluster, Storage, HP EVA, SAN, Servers, 3PAR
Education
British Columbia Institute of Technology 1995 — 1997
Database, Computer Systems Technology
The University of British Columbia 1990 — 1994
BSC, Physical Geography
Fraser Health Authority June 2013 - Present
Self-Employed Private Tutor June 2004 - Present
Global Initiative for Village Empowerment (GIVE) March 2010 - May 2015
Fraser Health Authority September 2012 - June 2013
Canaccord Financial November 2007 - May 2008
Education
The University of British Columbia 2009 — 2013
Bachelors of Science in Food Nutrition and Health, Dietetics with Honours
Sauder School of Business 2004 — 2008
Bachelors of Commerce, Finance
Copenhagen Business School 2007 — 2007
Bachelor of Commerce (BCom), International Business (Summer School)
Canaccord Financial 1995 - Present
Skills
Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Equities, Mutual Funds, Investments, Asset Allocation, RRSP, Securities, ETFs, Bonds, Portfolio Management, Wealth Management..., Fixed Income, Strategic Financial..., Wealth, Investment Management, Asset Managment, TFSA
Education
Mount Allison University
Dundee Goodman Private Wealth April 2014 - Present
Richardson GMP November 2013 - April 2014
Macquarie Private Wealth April 2010 - November 2013
Canaccord Financial January 1999 - April 2010
Skills
Investment Advisory, Wealth Management, Investments, Equities, Financial Planning, Tax Minimization..., Foreign Exchange, Mortgage Lending, Asset Management, Tax, Alternative Investments, Capital Markets, Mutual Funds, Strategic Financial..., Investment Strategies, Securities, Cash Flow, Entrepreneurship, Portfolio Management, Private Equity
Education
Concordia University 1990 — 1993
commerce, accounting
Wagar High 1983 — 1988
Ivanhoe Cambridge December 2012 - Present
Bentall Kennedy (Canada) LP September 2006 - December 2012
Canaccord Financial January 2006 - August 2006
Visiphor Corporation July 2005 - December 2005
Visiphor Corporation July 2005 - December 2005
Yorkton Securities April 2000 - June 2005
Canadian Forest Products Ltd. October 1980 - September 1998
Skills
Administrative..., Office Management, Outlook, Investments, Customer Service, Accounts Payable, Asset Managment, Microsoft Excel, Event Planning, Data Entry, Microsoft Office, Accounts Receivable, Notary, Marketing, PowerPoint, Process Scheduler
Education
Vancouver Community College 1999 — 2002
Counselling
British Columbia Institute of Technology / BCIT
Accounting Technology/Technician and Bookkeeping
University of Windsor - Assumption University 1975 — 1979
Bachelor of Arts, Sociology
Canaccord Genuity Wealth Management (Canada) July 2014 - Present
Canaccord Financial April 2013 - Present
Canaccord Financial September 2011 - April 2013
Mackenzie Investments September 2009 - September 2011
Beedie School of Business (formerly Segal) 2009 - 2010
Mosaic Sales Solutions 2007 - 2009
District of West Vancouver April 2007 - September 2007
SFU Faculty of Business Administration 2006 - 2007
Education
CFA Institute 2010 — 2012
Passed Level III Exam (June 2012)
Simon Fraser University 2005 — 2009
Bachelor of Business Administration, Finance Major, Economics Minor
Canadian Securities Institute
WVSS
Brookfield Renewable Energy Group May 2014 - November 2014
Montebello Packaging December 2011 - March 2014
Venture Otto SA (Pty) Ltd August 2008 - May 2011
Venture Otto SA (Pty) Ltd September 2007 - July 2008
TelecoNet November 2006 - August 2007
Canaccord Financial January 2006 - September 2006
TelecoNet May 2003 - December 2005
Skills
Supply Chain Management, Procurement, Strategic Sourcing, Analysis, Automotive, Budgets, Business Strategy, Continuous Improvement, Change Management, Contract Negotiation, Cross-functional Team..., ERP, INCO terms, ISO, Lean Manufacturing, Logistics, MRP, Manufacturing, Purchasing, Sourcing, Supply Chain, Supply Management
Education
University of South Africa/Universiteit van Suid-Afrika 2002 — 2005
BBA, Purchasing, Supply Chain Management, Risk Management, Financial Management, Accounting
Manulife Securities September 2012 - Present
Canaccord Financial December 2008 - August 2012
Education
McGill University 2002 — 2006
BA, Marketing
Dawson College 1999 — 2002
Commerce
Canaccord Financial March 2011 - Present
Richardson GMP Limited July 2007 - July 2010
Hampton Securities January 2000 - July 2007
ScotiaMcLeod August 1983 - November 1999
Education
Concordia University 1984 — 1987
BA, Finance
College Lasalle 1982 — 1984
DEC, Tourism
Roussin Academy 1976 — 1981
High School, General
Canaccord Genuity Group Inc. September 2014 - Present
First Calgary Financial February 2013 - May 2014
First Calgary Financial June 2009 - February 2013
Canaccord Financial April 2004 - January 2008
Skills
Banking, Financial Services, Teamwork, Leadership, Analysis, Business Analysis, Customer Service, Relationship Management, Coaching
Education
Mount Royal University
Extension Certificate, Public Relations
American Academy of Dramatic Arts
Associates Degree, Occupational Studies, Theatre