Canaccord Genuity Wealth Management (Canada)
Description
Located in: CF Pacific CentreAddress: 609 Granville St Suite 2200, Vancouver, BC V7Y 1H2, Canada Province: British Columbia Phone: (800) 663-1899: : : : : Hours: : Place name: Website: Category: Website: https://www.canaccordgenuity.com/wealth-management-canada/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Canaccord Genuity Wealth Management Posting publicly on the Web Write a review Reviews 2 Google reviews
Canaccord Genuity Wealth Management (Canada) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Canaccord Genuity Wealth Management (Canada). You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Canaccord Genuity Wealth Management (Canada) Employees
Employee
Years
Job
Industry
Matthew Evans, CFP® Matthew Evans, CFP®'s Canaccord Genuity Wealth Management (Canada) Experience 2008 - 2010
Job Associate Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth 2010 - Present
Canaccord Genuity Wealth Management (Canada) 2008 - 2010
RBC 2007 - 2008
Skills
Strategic Financial..., Retirement Planning, Retirement Income..., Wealth Management, Investments, Investment Advisory, Investment Strategies, Financial Planning
Education
British Columbia Institute of Technology 2005 — 2007
Financial Management - Financial Planning
Simon Fraser University
Computer Science - School of Interactive Arts and Design
HollisWealth 2010 - Present
Canaccord Genuity Wealth Management (Canada) 2008 - 2010
RBC 2007 - 2008
Skills
Strategic Financial..., Retirement Planning, Retirement Income..., Wealth Management, Investments, Investment Advisory, Investment Strategies, Financial Planning
Education
British Columbia Institute of Technology 2005 — 2007
Financial Management - Financial Planning
Simon Fraser University
Computer Science - School of Interactive Arts and Design
Joshua Zhang Joshua Zhang's Canaccord Genuity Wealth Management (Canada) Experience May 2014 - August 2014
Job Summer Intern at Canaccord Genuity Wealth Management (Canada)
Industry Financial Services
Experience
UWO Varsity Golf Team September 2014 - Present
Canaccord Genuity Wealth Management (Canada) May 2014 - August 2014
UBC Varsity Golf Team September 2012 - April 2013
Skills
Manners, Teamwork, Fashion, Career Skills, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Team Leadership, Stock Valuation, Microsoft Word, English, Windows, Badminton, Public Speaking, Time Management, Writing, Canadian Securities..., Valuation, Artistic Abilities
Education
Ivey Business School at Western University 2014 — 2016
Honours Business Administration (HBA)
The University of British Columbia / UBC 2012 — 2014
Bachelor of Commerce (BCom), Accounting, 3.91 GPA
UWO Varsity Golf Team September 2014 - Present
Canaccord Genuity Wealth Management (Canada) May 2014 - August 2014
UBC Varsity Golf Team September 2012 - April 2013
Skills
Manners, Teamwork, Fashion, Career Skills, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Team Leadership, Stock Valuation, Microsoft Word, English, Windows, Badminton, Public Speaking, Time Management, Writing, Canadian Securities..., Valuation, Artistic Abilities
Education
Ivey Business School at Western University 2014 — 2016
Honours Business Administration (HBA)
The University of British Columbia / UBC 2012 — 2014
Bachelor of Commerce (BCom), Accounting, 3.91 GPA
Darcie Crowe, CIM®, FCSI®'s Canaccord Genuity Wealth Management (Canada) Experience May 2010 - Present
Job Senior Investment Advisor & Portfolio Manager at Canaccord Genuity Wealth Management
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) May 2010 - Present
Genuity Capital Markets January 2005 - May 2010
Skills
Investments, Portfolio Management, Capital Markets, Fixed Income, Asset Management, Equities, Wealth, Financial Advisory, Investment Banking, Investment Advisory, Estate Planning, Alternative Investments, Risk Management, Wealth Management, Investment Management
Education
Richard Ivey School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Trinity College School 1997 — 2000
Canaccord Genuity Wealth Management (Canada) May 2010 - Present
Genuity Capital Markets January 2005 - May 2010
Skills
Investments, Portfolio Management, Capital Markets, Fixed Income, Asset Management, Equities, Wealth, Financial Advisory, Investment Banking, Investment Advisory, Estate Planning, Alternative Investments, Risk Management, Wealth Management, Investment Management
Education
Richard Ivey School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Trinity College School 1997 — 2000
Catherine (Chen) Lin Catherine (Chen) Lin's Canaccord Genuity Wealth Management (Canada) Experience 2005 - 2006
Job Consultant Kuube Real Estate Advisors
Industry
Experience
Kuube Real Estate Advisors 2012 - Present
Tiffany & Co. 2011 - 2012
BMO Financial Group 2006 - 2010
Canaccord Genuity Wealth Management (Canada) 2005 - 2006
Norshield Financial Group 2004 - 2005
RBC Global Asset Management 2003 - 2003
BMO Financial Group 1998 - 2002
Skills
Sales Management, Financial Services, Outlook, PowerPoint, Microsoft Excel, Training, Coaching Staff, English, Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Banking, Reporting & Analysis, Business Development, Customer Service, Management, Investments, Portfolio Management, Mutual Funds, Finance, Risk Management, Asset Management, Relationship Management
Education
Simon Fraser University 2002 — 2004
Master of Business Administration (M.B.A.)
Queen's University 1994 — 1998
Bachelor's Degree, Economics and Life Sciences
York House School
Kuube Real Estate Advisors 2012 - Present
Tiffany & Co. 2011 - 2012
BMO Financial Group 2006 - 2010
Canaccord Genuity Wealth Management (Canada) 2005 - 2006
Norshield Financial Group 2004 - 2005
RBC Global Asset Management 2003 - 2003
BMO Financial Group 1998 - 2002
Skills
Sales Management, Financial Services, Outlook, PowerPoint, Microsoft Excel, Training, Coaching Staff, English, Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Banking, Reporting & Analysis, Business Development, Customer Service, Management, Investments, Portfolio Management, Mutual Funds, Finance, Risk Management, Asset Management, Relationship Management
Education
Simon Fraser University 2002 — 2004
Master of Business Administration (M.B.A.)
Queen's University 1994 — 1998
Bachelor's Degree, Economics and Life Sciences
York House School
Jarrett McKay Jarrett McKay's Canaccord Genuity Wealth Management (Canada) Experience January 2010 - Present
Job Associate Investment Advisor at Canaccord Genuity Wealth Management
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) January 2010 - Present
Nova Scotia Amateur Diving Association May 2011 - Present
Cygnus Diving / NS Diving 1994 - 2011
Credit Union System 1997 - 2007
Skills
Wealth Management, Investments, Strategic Financial..., Equities, Mutual Funds, Asset Managment, Asset Management, Financial Risk, Portfolio Management
Education
Dalhousie University 2007 — 2011
Bachelor of Management
Dalhousie University
Bachelor of Science (BS)
Canaccord Genuity Wealth Management (Canada) January 2010 - Present
Nova Scotia Amateur Diving Association May 2011 - Present
Cygnus Diving / NS Diving 1994 - 2011
Credit Union System 1997 - 2007
Skills
Wealth Management, Investments, Strategic Financial..., Equities, Mutual Funds, Asset Managment, Asset Management, Financial Risk, Portfolio Management
Education
Dalhousie University 2007 — 2011
Bachelor of Management
Dalhousie University
Bachelor of Science (BS)
Deniz Onder's Canaccord Genuity Wealth Management (Canada) Experience July 2007 - November 2014
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments December 2014 - Present
Canaccord Genuity Wealth Management (Canada) July 2007 - November 2014
Hampton Securities June 2002 - July 2007
Education
McGill University 1986 — 1988
MBA, Finance/International Business
Concordia University 1983 — 1986
Bachelor of Commerce (BCom), Economics/Marketing
Fisher Investments December 2014 - Present
Canaccord Genuity Wealth Management (Canada) July 2007 - November 2014
Hampton Securities June 2002 - July 2007
Education
McGill University 1986 — 1988
MBA, Finance/International Business
Concordia University 1983 — 1986
Bachelor of Commerce (BCom), Economics/Marketing
Sonia Mitrevski Sonia Mitrevski's Canaccord Genuity Wealth Management (Canada) Experience May 2007 - August 2008
Job Operations Manager at TD
Industry Banking
Experience
TD August 2014 - Present
TD March 2012 - July 2014
TD January 2011 - March 2013
TD January 2010 - January 2011
BNY Mellon August 2008 - January 2010
Canaccord Genuity Wealth Management (Canada) May 2007 - August 2008
TD October 2005 - May 2007
TD June 2002 - October 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Personal Financial..., Canadian Securities..., Compliance, Customer Service, Branch Management, Risk Management, Investments, Process Improvement, Regulations, Risk Assessment, Operational Risk..., Risk Analytics, Leadership, Banking, Retail Banking, Brokerage, Institutional..., Securities, Mutual Funds, Fixed Income, Portfolio Management, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Executive Reporting, Ad Hoc Reporting, Relationship Management, Legal Compliance
Education
George Brown College 2002 — 2005
Financial Planning Management, Financial Planning and Services
Ryerson University
Bachelor of Commerce (BCom), Accounting and Finance
R.H. King
TD August 2014 - Present
TD March 2012 - July 2014
TD January 2011 - March 2013
TD January 2010 - January 2011
BNY Mellon August 2008 - January 2010
Canaccord Genuity Wealth Management (Canada) May 2007 - August 2008
TD October 2005 - May 2007
TD June 2002 - October 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Personal Financial..., Canadian Securities..., Compliance, Customer Service, Branch Management, Risk Management, Investments, Process Improvement, Regulations, Risk Assessment, Operational Risk..., Risk Analytics, Leadership, Banking, Retail Banking, Brokerage, Institutional..., Securities, Mutual Funds, Fixed Income, Portfolio Management, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Executive Reporting, Ad Hoc Reporting, Relationship Management, Legal Compliance
Education
George Brown College 2002 — 2005
Financial Planning Management, Financial Planning and Services
Ryerson University
Bachelor of Commerce (BCom), Accounting and Finance
R.H. King
Anup Chokshi Anup Chokshi's Canaccord Genuity Wealth Management (Canada) Experience December 2004 - Present
Job Investment Advisor (IA), Associate IA, Registered Representative at Canaccord Genuity Wealth Management
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) December 2004 - Present
Freedom 55 Financial May 2001 - November 2002
Skills
Portfolio Management, Financial Modeling, Strategic Financial..., Financial Analysis, Wealth Management, Investment Advisory, Estate Planning, Investment Strategies, Client Relations Skills, Retirement Planning, Tax Advantaged..., Small Business..., Assisting US Residents..., Managing a Retirement..., Personal Investment..., Asset Allocation..., Retirement Savings...
Education
The University of Calgary
Bachelor of Arts (BA), Economics
Canaccord Genuity Wealth Management (Canada) December 2004 - Present
Freedom 55 Financial May 2001 - November 2002
Skills
Portfolio Management, Financial Modeling, Strategic Financial..., Financial Analysis, Wealth Management, Investment Advisory, Estate Planning, Investment Strategies, Client Relations Skills, Retirement Planning, Tax Advantaged..., Small Business..., Assisting US Residents..., Managing a Retirement..., Personal Investment..., Asset Allocation..., Retirement Savings...
Education
The University of Calgary
Bachelor of Arts (BA), Economics
Sergey Sanko's Canaccord Genuity Wealth Management (Canada) Experience March 2009 - July 2012
Job Executive Chairman and Founder at IncomeClub.Bond Investing Made Easy.Software Based Investment Advisor.
Industry Financial Services
Experience
IncomeClub August 2014 - Present
Shoreline Brokers September 2012 - November 2013
Canaccord Genuity Wealth Management (Canada) March 2009 - July 2012
R2-TREND March 2003 - September 2007
RUSSO FASHION June 1995 - January 2003
Skills
Bonds, Portfolio Management, Strategic Financial..., Stocks, Mutual Funds, Equities, Investments, Capital Markets, Options, Derivatives, Securities, Asset Managment, Fixed Income, Financial Markets, Valuation, Business Strategy, Management, Budgets, Mergers & Acquisitions, Human Resource..., Purchasing Negotiation, Financial Advisory, Asset Management, Trading Systems, Investment Advisory, Investment Strategies, Finance, Emerging Markets
Education
Antwerp Management School 1999 — 2001
Executive MBA, Business Administration and Management, General
Kaplan University 2014 — 2015
FINRA Exam 65 Course, Investments Advisor
Canadian Securities Institute (CSI) 2008 — 2010
Securities, Options, Life insurance, Welth Managmen Essential
Moscow State Mining University (MSMU) 1986 — 1993
BA, Electric Engineer
IncomeClub August 2014 - Present
Shoreline Brokers September 2012 - November 2013
Canaccord Genuity Wealth Management (Canada) March 2009 - July 2012
R2-TREND March 2003 - September 2007
RUSSO FASHION June 1995 - January 2003
Skills
Bonds, Portfolio Management, Strategic Financial..., Stocks, Mutual Funds, Equities, Investments, Capital Markets, Options, Derivatives, Securities, Asset Managment, Fixed Income, Financial Markets, Valuation, Business Strategy, Management, Budgets, Mergers & Acquisitions, Human Resource..., Purchasing Negotiation, Financial Advisory, Asset Management, Trading Systems, Investment Advisory, Investment Strategies, Finance, Emerging Markets
Education
Antwerp Management School 1999 — 2001
Executive MBA, Business Administration and Management, General
Kaplan University 2014 — 2015
FINRA Exam 65 Course, Investments Advisor
Canadian Securities Institute (CSI) 2008 — 2010
Securities, Options, Life insurance, Welth Managmen Essential
Moscow State Mining University (MSMU) 1986 — 1993
BA, Electric Engineer
Jeffrey Johnstone Jeffrey Johnstone's Canaccord Genuity Wealth Management (Canada) Experience April 2009 - Present
Job Investment Advisor at Canaccord Genuity Wealth Management
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) April 2009 - Present
Canaccord Genuity Wealth Management (Canada) April 2008 - September 2008
Skills
Wealth Management, Financial Planning, Capital Markets, Real Estate, Securities, Investments, Networking, Equity Trading, Relationship Management, Fixed Income, Mutual Funds, ETFs, Financial Services, Risk Management, Finance, Strategy, Strategic Financial..., Business Development, Wealth Management..., Banking
Education
Queen's University 2006 — 2009
Bachelor of Arts (B.A.), Economics
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Canadian Practices and Handbook
St. Andrew's College 1997 — 2003
Canaccord Genuity Wealth Management (Canada) April 2009 - Present
Canaccord Genuity Wealth Management (Canada) April 2008 - September 2008
Skills
Wealth Management, Financial Planning, Capital Markets, Real Estate, Securities, Investments, Networking, Equity Trading, Relationship Management, Fixed Income, Mutual Funds, ETFs, Financial Services, Risk Management, Finance, Strategy, Strategic Financial..., Business Development, Wealth Management..., Banking
Education
Queen's University 2006 — 2009
Bachelor of Arts (B.A.), Economics
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Canadian Practices and Handbook
St. Andrew's College 1997 — 2003
Michael Bellamy, B.Comm, PFP's Canaccord Genuity Wealth Management (Canada) Experience January 2013 - November 2013
Job Wealth & Estate Planning Specialist at Canaccord Genuity Wealth Management (Canada)
Industry Financial Services
Experience
Canaccord Genuity Wealth & Estate Planning Services November 2013 - Present
Canaccord Genuity Wealth Management (Canada) January 2013 - November 2013
Canaccord Genuity Wealth Management (Canada) March 2011 - December 2012
Skills
Retirement Planning, Asset Allocation, Derivatives, Risk Management, Banking, Trading, Financial Reporting, Retirement, Finance, Strategic Financial..., Insurance
Education
McMaster University 2003 — 2007
B.Comm, Finance with a Minor in Economics
George Brown College 2009 — 2010
Graduate Certificate, Sport and Event Marketing
Canaccord Genuity Wealth & Estate Planning Services November 2013 - Present
Canaccord Genuity Wealth Management (Canada) January 2013 - November 2013
Canaccord Genuity Wealth Management (Canada) March 2011 - December 2012
Skills
Retirement Planning, Asset Allocation, Derivatives, Risk Management, Banking, Trading, Financial Reporting, Retirement, Finance, Strategic Financial..., Insurance
Education
McMaster University 2003 — 2007
B.Comm, Finance with a Minor in Economics
George Brown College 2009 — 2010
Graduate Certificate, Sport and Event Marketing
David Kearnes David Kearnes's Canaccord Genuity Wealth Management (Canada) Experience 2000 - 2013
Job Vice President Investment Advisor at RGMP
Industry Financial Services
Experience
Richardson GMP May 2013 - Present
Canaccord Genuity Wealth Management (Canada) 2000 - 2013
Skills
Wealth Management..., Private Placements, Market Research, Finance, Investments, Financial Services, Wealth Management, Investment Banking, Corporate Finance, Portfolio Management, Equities, Financial Modeling, Capital Markets, Securities, Trading, Financial Markets, Investor Relations, Investment Advisory, Investment Strategies, Private Equity
Education
Northern Alberta Institute of Technology / NAIT
Accounting and Finance
Richardson GMP May 2013 - Present
Canaccord Genuity Wealth Management (Canada) 2000 - 2013
Skills
Wealth Management..., Private Placements, Market Research, Finance, Investments, Financial Services, Wealth Management, Investment Banking, Corporate Finance, Portfolio Management, Equities, Financial Modeling, Capital Markets, Securities, Trading, Financial Markets, Investor Relations, Investment Advisory, Investment Strategies, Private Equity
Education
Northern Alberta Institute of Technology / NAIT
Accounting and Finance
Iqbal Ansari Iqbal Ansari's Canaccord Genuity Wealth Management (Canada) Experience 2010 - 2011
Job Sr. Business Analyst in Project Management at IFDS Canada
Industry Information Technology and Services
Experience
International Financial Data Services Canada (IFDS) April 2015 - Present
BMO Financial Group 2013 - 2014
RBC 2012 - 2012
Canaccord Genuity Wealth Management (Canada) 2010 - 2011
TD Bank Group July 2005 - December 2009
Citi February 2003 - June 2005
Citibank September 1991 - November 2002
Skills
Project Management, Global Cash Management, Business Analysis, Cash Management, Risk Management, Settlement, SDLC, FX Options, Financial Analysis, Credit Risk, Derivatives, Financial Services, MIS, Capital Markets, Financial Risk, Operations Management, Investment Banking, Banking, Treasury Management, Documentations, Trading Systems, AML, Process Improvement, Business Requirements, Trading, Payments, Core Banking, SWIFT payments, Anti Money Laundering
Education
Preston University 1997 — 1998
MBA, Finanace, Accounts, Banking, Economics
Sheridan College 2003 — 2004
Financial Planning, Finanace, Accounts, Banking, Taxes
Haadi Academia 2011 — 2011
PMP Certification Prep., Project Management
BizTech college 2010 — 2011
Computer Network Administrator, Computer Science
University of Karachi 1987 — 1990
Master of Arts - MA, Arts
Sixth Dimension Learning Inc. 2014 — 2015
Professional skill developments, Information Technology Project Management
International Financial Data Services Canada (IFDS) April 2015 - Present
BMO Financial Group 2013 - 2014
RBC 2012 - 2012
Canaccord Genuity Wealth Management (Canada) 2010 - 2011
TD Bank Group July 2005 - December 2009
Citi February 2003 - June 2005
Citibank September 1991 - November 2002
Skills
Project Management, Global Cash Management, Business Analysis, Cash Management, Risk Management, Settlement, SDLC, FX Options, Financial Analysis, Credit Risk, Derivatives, Financial Services, MIS, Capital Markets, Financial Risk, Operations Management, Investment Banking, Banking, Treasury Management, Documentations, Trading Systems, AML, Process Improvement, Business Requirements, Trading, Payments, Core Banking, SWIFT payments, Anti Money Laundering
Education
Preston University 1997 — 1998
MBA, Finanace, Accounts, Banking, Economics
Sheridan College 2003 — 2004
Financial Planning, Finanace, Accounts, Banking, Taxes
Haadi Academia 2011 — 2011
PMP Certification Prep., Project Management
BizTech college 2010 — 2011
Computer Network Administrator, Computer Science
University of Karachi 1987 — 1990
Master of Arts - MA, Arts
Sixth Dimension Learning Inc. 2014 — 2015
Professional skill developments, Information Technology Project Management
Daniel W. Leonard's Canaccord Genuity Wealth Management (Canada) Experience July 2008 - March 2010
Job ✔401(k)s ✔Rollovers ✔IRA's & Roth IRA's ★CFP® ★CASL® ★Certified in Social Security Claiming Strategies
Industry Financial Services
Experience
Rice Pontes Capital, Inc. July 2012 - Present
RBC Dominion Securities April 2010 - August 2012
Canaccord Genuity Wealth Management (Canada) July 2008 - March 2010
Ohio National Financial Services May 2005 - May 2007
Genworth Financial January 2004 - May 2005
Pacific Life March 2001 - August 2003
Aetna Financial Svc September 1998 - February 2001
Northstar Funds January 1994 - August 1998
National Funds September 1991 - December 1993
Education
RBC Dominion SecuritiesNew Advisor Training 2011 — 2011
Moravian College 1987 — 1990
BA
Monroe Woodbury 1983 — 1986
High School
The Corporation for Social Security Claiming Strategies
Designation
Rice Pontes Capital, Inc. July 2012 - Present
RBC Dominion Securities April 2010 - August 2012
Canaccord Genuity Wealth Management (Canada) July 2008 - March 2010
Ohio National Financial Services May 2005 - May 2007
Genworth Financial January 2004 - May 2005
Pacific Life March 2001 - August 2003
Aetna Financial Svc September 1998 - February 2001
Northstar Funds January 1994 - August 1998
National Funds September 1991 - December 1993
Education
RBC Dominion SecuritiesNew Advisor Training 2011 — 2011
Moravian College 1987 — 1990
BA
Monroe Woodbury 1983 — 1986
High School
The Corporation for Social Security Claiming Strategies
Designation
Brendan Greenwood's Canaccord Genuity Wealth Management (Canada) Experience July 2014 - Present
Job Associate, Advisor Services at Canaccord Genuity Wealth Management (Canada)
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) July 2014 - Present
PriceMetrix Inc July 2011 - July 2014
CDW January 2011 - July 2011
Skills
Business Analysis, Account Management, Financial Services, CRM, Business Intelligence, Practice Management, Investments, Business Development, Team Leadership, Public Speaking
Education
Ryerson University 2006 — 2010
Bachelor of Commerce
Canadian Securities Institute
Global Knowledge
Canaccord Genuity Wealth Management (Canada) July 2014 - Present
PriceMetrix Inc July 2011 - July 2014
CDW January 2011 - July 2011
Skills
Business Analysis, Account Management, Financial Services, CRM, Business Intelligence, Practice Management, Investments, Business Development, Team Leadership, Public Speaking
Education
Ryerson University 2006 — 2010
Bachelor of Commerce
Canadian Securities Institute
Global Knowledge
Tracy-Thomas Merriam's Canaccord Genuity Wealth Management (Canada) Experience March 2007 - March 2009
Job National Bank Financial
Industry Investment Management
Experience
National Bank Financial June 2013 - Present
Desjardins March 2009 - May 2013
Canaccord Genuity Wealth Management (Canada) March 2007 - March 2009
Merriam Solutions inc. April 2005 - June 2008
Skills
Finance, Securities, Investments, Estate Planning, Retirement Planning, Financial Services, Statement Analysis, Mutual Funds, Investment Strategies, Wealth Management, Financial Planners, Investment Advisory, Asset Allocation
Education
Dalhousie University
Master of Business Administration (MBA-FS), Financial Services, Candidate for Graduation
Concordia University
Bachelors of Finance
Plant City High School - FLORIDA
St. Thomas Aquinas - NEW HAMPSHIRE
National Bank Financial June 2013 - Present
Desjardins March 2009 - May 2013
Canaccord Genuity Wealth Management (Canada) March 2007 - March 2009
Merriam Solutions inc. April 2005 - June 2008
Skills
Finance, Securities, Investments, Estate Planning, Retirement Planning, Financial Services, Statement Analysis, Mutual Funds, Investment Strategies, Wealth Management, Financial Planners, Investment Advisory, Asset Allocation
Education
Dalhousie University
Master of Business Administration (MBA-FS), Financial Services, Candidate for Graduation
Concordia University
Bachelors of Finance
Plant City High School - FLORIDA
St. Thomas Aquinas - NEW HAMPSHIRE
Alain Paquet Alain Paquet's Canaccord Genuity Wealth Management (Canada) Experience 1998 - Present
Job Financial Advisor at Canaccord Genuity
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) 1998 - Present
Bombardier Transportation 1987 - 1998
Sometal Atlantique December 1984 - February 1987
ABB January 1984 - December 1984
Education
Université de Montréal - Ecole polytechnique de Montréal 1979 — 1983
Bsc, Engineering
Canaccord Genuity Wealth Management (Canada) 1998 - Present
Bombardier Transportation 1987 - 1998
Sometal Atlantique December 1984 - February 1987
ABB January 1984 - December 1984
Education
Université de Montréal - Ecole polytechnique de Montréal 1979 — 1983
Bsc, Engineering
Kimberly Wood's Canaccord Genuity Wealth Management (Canada) Experience September 2015 - Present
Job Licensed Investment Assistant at Canaccord Genuity Wealth Management (Canada)
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) September 2015 - Present
RBC Dominion Securities July 2013 - September 2015
TD April 2012 - July 2013
Philthy McNasty's Sports Pub May 2010 - May 2013
Fraser Milner Casgrain LLP May 2011 - September 2011
Skills
Social Media, Microsoft Office, PowerPoint, Research, Public Speaking, Event Planning, Microsoft Excel, Customer Service, Time Management, Outlook, Teamwork, Microsoft Word, Legal Writing, Legal Research, Marketing Communications, Social Networking, Editing, Event Management, Team Leadership, Fundraising, RBS, Analysis
Education
Sheridan College 2012 — 2013
Financial Planning, Business, 3.86
The University of Western Ontario 2008 — 2012
Honours Specialization Political Science, Social Sciences
T.A. Blakelock High School 2004 — 2008
Canaccord Genuity Wealth Management (Canada) September 2015 - Present
RBC Dominion Securities July 2013 - September 2015
TD April 2012 - July 2013
Philthy McNasty's Sports Pub May 2010 - May 2013
Fraser Milner Casgrain LLP May 2011 - September 2011
Skills
Social Media, Microsoft Office, PowerPoint, Research, Public Speaking, Event Planning, Microsoft Excel, Customer Service, Time Management, Outlook, Teamwork, Microsoft Word, Legal Writing, Legal Research, Marketing Communications, Social Networking, Editing, Event Management, Team Leadership, Fundraising, RBS, Analysis
Education
Sheridan College 2012 — 2013
Financial Planning, Business, 3.86
The University of Western Ontario 2008 — 2012
Honours Specialization Political Science, Social Sciences
T.A. Blakelock High School 2004 — 2008
Jennifer Fabre, CFP® Jennifer Fabre, CFP®'s Canaccord Genuity Wealth Management (Canada) Experience 2006 - 2010
Job Senior Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth 2010 - Present
Canaccord Genuity Wealth Management (Canada) 2006 - 2010
Dundee Securities Inc. 2001 - 2006
Edward Jones 1999 - 2001
Skills
Investments, Wealth Management, Insurance, Retirement Planning, Finance, Investment Advisory, Strategic Financial..., Investment Strategies, Teaching Higher..., Estate Planning, Investment Management, Alternative Investments, Retirement, Financial Planning, Asset Management, Portfolio Management, Equities, Financial Services, Wealth
Education
The University of British Columbia
HollisWealth 2010 - Present
Canaccord Genuity Wealth Management (Canada) 2006 - 2010
Dundee Securities Inc. 2001 - 2006
Edward Jones 1999 - 2001
Skills
Investments, Wealth Management, Insurance, Retirement Planning, Finance, Investment Advisory, Strategic Financial..., Investment Strategies, Teaching Higher..., Estate Planning, Investment Management, Alternative Investments, Retirement, Financial Planning, Asset Management, Portfolio Management, Equities, Financial Services, Wealth
Education
The University of British Columbia
Jason Tomkinson Jason Tomkinson's Canaccord Genuity Wealth Management (Canada) Experience April 2005 - August 2012
Job Chief Evangelist at Zyber Secure Mobile Solutions Inc..
Industry Capital Markets
Experience
Zyber Secure Mobile Solutions Inc. November 2014 - Present
PI Financial Corp. January 2014 - November 2014
Macquarie Group September 2012 - November 2013
Canaccord Genuity Wealth Management (Canada) April 2005 - August 2012
The Becker Group of Companies October 2003 - June 2006
Computershare April 2005 - April 2006
Skills
Capital Markets, Private Equity, Portfolio Management, Securities, Investor Relations, Equities, Investments, Corporate Finance, Investment Banking, Wealth Management, Asset Managment, Investment Advisory, Financial Markets, Valuation, IPO, Hedge Funds, Equity Research, Financial Services, Financial Modeling, Investment Strategies, Trading, Asset Management, Commodity, Finance, Venture Capital, Private Placements, Mutual Funds, Mergers & Acquisitions, Funding, Financial Advisory, Investment Management, Alternative Investments
Education
Simon Fraser University 2001 — 2005
BA, Economics
Zyber Secure Mobile Solutions Inc. November 2014 - Present
PI Financial Corp. January 2014 - November 2014
Macquarie Group September 2012 - November 2013
Canaccord Genuity Wealth Management (Canada) April 2005 - August 2012
The Becker Group of Companies October 2003 - June 2006
Computershare April 2005 - April 2006
Skills
Capital Markets, Private Equity, Portfolio Management, Securities, Investor Relations, Equities, Investments, Corporate Finance, Investment Banking, Wealth Management, Asset Managment, Investment Advisory, Financial Markets, Valuation, IPO, Hedge Funds, Equity Research, Financial Services, Financial Modeling, Investment Strategies, Trading, Asset Management, Commodity, Finance, Venture Capital, Private Placements, Mutual Funds, Mergers & Acquisitions, Funding, Financial Advisory, Investment Management, Alternative Investments
Education
Simon Fraser University 2001 — 2005
BA, Economics
David MacLachlan's Canaccord Genuity Wealth Management (Canada) Experience August 2015 - Present
Job David Ross MacLachlan
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) August 2015 - Present
RBC August 2011 - December 2014
Stockbullies.com October 2011 - November 2014
RBC Dominion Securities June 2010 - August 2010
RBC Royal Bank January 2009 - January 2010
Skills
Management, Private Equity, Social Networking, Investments, Investor Relations, Wealth Management, Portfolio Management, Business Planning, Venture Capital, Banking, Business Development, Strategic Planning, Entrepreneurship, Corporate Finance, Mergers & Acquisitions, Start-ups, Asset Management, Strategic Financial..., Business Strategy, Finance, Due Diligence, Strategy, Small Business, Financial Modeling, Funding, Financial Planning, Financial Services
Education
Ashton College 2012 — 2015
Certified Financial Planner, Financial Planning and Services
CSI 2010 — 2011
CSC, Canadian Securities Course
British Columbia Institute of Technology 2009 — 2011
Business Management
Canaccord Genuity Wealth Management (Canada) August 2015 - Present
RBC August 2011 - December 2014
Stockbullies.com October 2011 - November 2014
RBC Dominion Securities June 2010 - August 2010
RBC Royal Bank January 2009 - January 2010
Skills
Management, Private Equity, Social Networking, Investments, Investor Relations, Wealth Management, Portfolio Management, Business Planning, Venture Capital, Banking, Business Development, Strategic Planning, Entrepreneurship, Corporate Finance, Mergers & Acquisitions, Start-ups, Asset Management, Strategic Financial..., Business Strategy, Finance, Due Diligence, Strategy, Small Business, Financial Modeling, Funding, Financial Planning, Financial Services
Education
Ashton College 2012 — 2015
Certified Financial Planner, Financial Planning and Services
CSI 2010 — 2011
CSC, Canadian Securities Course
British Columbia Institute of Technology 2009 — 2011
Business Management
Eric Bodnar Eric Bodnar's Canaccord Genuity Wealth Management (Canada) Experience October 2009 - August 2012
Job Conseiller finance chez Jones, Gable & Co. Ltée
Industry Financial Services
Experience
Jones, Gable & Co. Ltée September 2012 - Present
Canaccord Genuity Wealth Management (Canada) October 2009 - August 2012
Education
Université de Sherbrooke 1989 — 1990
Barreau du Québec
Jones, Gable & Co. Ltée September 2012 - Present
Canaccord Genuity Wealth Management (Canada) October 2009 - August 2012
Education
Université de Sherbrooke 1989 — 1990
Barreau du Québec
Mike Hayhoe, CIM Mike Hayhoe, CIM's Canaccord Genuity Wealth Management (Canada) Experience May 2011 - Present
Job Investment Advisor at Canaccord Wealth Management
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) May 2011 - Present
IPC Securities Corp November 1997 - April 2011
TFPG August 1994 - October 1997
Skills
Financial Advisory, Investment Strategies, Investments, Wealth Management, Investment Advisory, Mutual Funds, Estate Tax Planning, Asset Allocation, Wealth, Investment Management, Wealth Management..., Bonds, Securities, Retirement Planning, Equities
Education
The University of Western Ontario 1993 — 1994
Bachelor of Education (B.Ed.)
University of Guelph 1988 — 1992
Hons Bachelor of Science, Biochemistry
Canaccord Genuity Wealth Management (Canada) May 2011 - Present
IPC Securities Corp November 1997 - April 2011
TFPG August 1994 - October 1997
Skills
Financial Advisory, Investment Strategies, Investments, Wealth Management, Investment Advisory, Mutual Funds, Estate Tax Planning, Asset Allocation, Wealth, Investment Management, Wealth Management..., Bonds, Securities, Retirement Planning, Equities
Education
The University of Western Ontario 1993 — 1994
Bachelor of Education (B.Ed.)
University of Guelph 1988 — 1992
Hons Bachelor of Science, Biochemistry
Alley Adams's Canaccord Genuity Wealth Management (Canada) Experience June 2015 - Present
Job Marketing Communications Associate at Canaccord Genuity Wealth Management (Canada)
Industry Capital Markets
Experience
Canaccord Genuity Wealth Management (Canada) June 2015 - Present
TMX Equicom December 2014 - May 2015
TMX Equicom January 2013 - December 2014
TMX Equicom November 2011 - January 2013
Juvenile Diabetes Research Foundation 1998 - 2004
Skills
Strategic Communications, Public Relations, Marketing Communications, Corporate Communications, Corporate Events, Investor Relations, Building Relationships, Presentations, Press Releases, Fundraising
Education
Canadian Securities Institute 2013 — 2013
Canadian Securities Course (CSC)
Queen's University 2004 — 2008
B.A (Hons.), Health Studies & Political Studies
Canaccord Genuity Wealth Management (Canada) June 2015 - Present
TMX Equicom December 2014 - May 2015
TMX Equicom January 2013 - December 2014
TMX Equicom November 2011 - January 2013
Juvenile Diabetes Research Foundation 1998 - 2004
Skills
Strategic Communications, Public Relations, Marketing Communications, Corporate Communications, Corporate Events, Investor Relations, Building Relationships, Presentations, Press Releases, Fundraising
Education
Canadian Securities Institute 2013 — 2013
Canadian Securities Course (CSC)
Queen's University 2004 — 2008
B.A (Hons.), Health Studies & Political Studies
Richard Kortje Richard Kortje's Canaccord Genuity Wealth Management (Canada) Experience April 2004 - Present
Job Vice President & Senior Investment Advisor at Canaccord Genuity Wealth Management
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) April 2004 - Present
Skills
Wealth Management, Investments, Financial Advisory, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management..., Securities, Equities, Portfolio Management, Strategic Financial..., Fixed Income Strategies, Retirement Plan..., Separately Managed..., Investment Management, Intergenerational..., Estate Planning, Income Protection, Life Underwriter, Life Insurance, Management, Financial Planning
Education
University of Saskatchewan 1981 — 1984
FMA, FSCI
Candian Securities Institute (CSI)
Canaccord Genuity Wealth Management (Canada) April 2004 - Present
Skills
Wealth Management, Investments, Financial Advisory, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management..., Securities, Equities, Portfolio Management, Strategic Financial..., Fixed Income Strategies, Retirement Plan..., Separately Managed..., Investment Management, Intergenerational..., Estate Planning, Income Protection, Life Underwriter, Life Insurance, Management, Financial Planning
Education
University of Saskatchewan 1981 — 1984
FMA, FSCI
Candian Securities Institute (CSI)
Scott McCartney, BA, PFP Scott McCartney, BA, PFP's Canaccord Genuity Wealth Management (Canada) Experience 1998 - Present
Job Senior Family Wealth Advisor
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) 1998 - Present
Skills
Full Service Financial..., Finance, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Small Business, Strategic Planning, Wealth Management, Financial Advisory, Mutual Funds, Retirement, Strategic Financial..., Retirement Planning, Wealth, Wealth Management..., Financial Planning
Education
University of Alberta 1988 — 1993
Bachelor of Arts (BA), American History (United States)
Louis St. Laurent 1985 — 1988
Bachelor of Arts (B.A.)
Focus 5 Networking
Canaccord Genuity Wealth Management (Canada) 1998 - Present
Skills
Full Service Financial..., Finance, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Small Business, Strategic Planning, Wealth Management, Financial Advisory, Mutual Funds, Retirement, Strategic Financial..., Retirement Planning, Wealth, Wealth Management..., Financial Planning
Education
University of Alberta 1988 — 1993
Bachelor of Arts (BA), American History (United States)
Louis St. Laurent 1985 — 1988
Bachelor of Arts (B.A.)
Focus 5 Networking
Chuck Vidalin, CFA's Canaccord Genuity Wealth Management (Canada) Experience August 2014 - Present
Job Registered Investment Advisor at Canaccord Genuity Wealth Management (Canada)
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) August 2014 - Present
Raymond James November 2010 - August 2014
Vidalin Family Foundation October 2005 - October 2010
Carina Investments August 2004 - October 2010
Acetex Corporation May 1996 - September 2004
Skills
Investments, Venture Capital, Portfolio Management, Finance, Negotiation, Mergers & Acquisitions, Mergers, Private Equity, Securities, Management, Financial Advisory
Education
CFA Institute 1999 — 2003
Chartered Financial Analyst, Finance
The University of Calgary 1985 — 1990
B. Commerce, Business
Dr. E. P. Scarlett 1982 — 1985
High School
Canaccord Genuity Wealth Management (Canada) August 2014 - Present
Raymond James November 2010 - August 2014
Vidalin Family Foundation October 2005 - October 2010
Carina Investments August 2004 - October 2010
Acetex Corporation May 1996 - September 2004
Skills
Investments, Venture Capital, Portfolio Management, Finance, Negotiation, Mergers & Acquisitions, Mergers, Private Equity, Securities, Management, Financial Advisory
Education
CFA Institute 1999 — 2003
Chartered Financial Analyst, Finance
The University of Calgary 1985 — 1990
B. Commerce, Business
Dr. E. P. Scarlett 1982 — 1985
High School
Prentice Lee Prentice Lee's Canaccord Genuity Wealth Management (Canada) Experience 2009 - Present
Job Portfolio Manager, Senior Investment Advisor at Canaccord Genuity Wealth Management
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) 2009 - Present
Canaccord Wealth Management October 2004 - Present
BMO Nesbitt Burns March 1994 - October 2004
Skills
Portfolio Management, Investment Strategies, Management, Equities, Investments, Wealth Management, Investment Advisory, Trading, Mutual Funds, Fixed Income, Wealth Management..., Retirement Planning, Asset Management, Asset Allocation, Financial Planning, Securities, Wealth, Financial Advisory, Investment Management
Education
Ross Sheppard High School
University of Alberta
Canaccord Genuity Wealth Management (Canada) 2009 - Present
Canaccord Wealth Management October 2004 - Present
BMO Nesbitt Burns March 1994 - October 2004
Skills
Portfolio Management, Investment Strategies, Management, Equities, Investments, Wealth Management, Investment Advisory, Trading, Mutual Funds, Fixed Income, Wealth Management..., Retirement Planning, Asset Management, Asset Allocation, Financial Planning, Securities, Wealth, Financial Advisory, Investment Management
Education
Ross Sheppard High School
University of Alberta
Saleem Tyab's Canaccord Genuity Wealth Management (Canada) Experience May 1993 - Present
Job Senior Investment Advisor at Canaccord Genuity Wealth Management
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) May 1993 - Present
Education
Simon Fraser University
Business Administration and Management, General
Canaccord Genuity Wealth Management (Canada) May 1993 - Present
Education
Simon Fraser University
Business Administration and Management, General
Karen Joy's Canaccord Genuity Wealth Management (Canada) Experience June 2014 - Present
Job Manager, Payroll & Benefits at Canaccord Genuity Wealth Management (Canada)
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) June 2014 - Present
Factors Group of Nutritional Companies Inc. August 2004 - May 2014
Factors Group of Companies August 2004 - May 2014
Taiga Forest Products February 2003 - August 2004
ADP Canada May 1997 - February 2003
Skills
Payroll, Employee Benefits, Benefits Administration, HRIS, ADP Payroll, HR Policies, Onboarding, Ceridian, Microsoft Excel, ADP ReportSmith, Account Reconciliation, Garnishments, Advanced Tracker - time..., Mitrefinch TMS - time &..., Payworks - payroll..., Paychex US payroll, Deferred Compensation, PeopleSoft, New Hire Orientations, DLGL ViP HR/Payroll...
Education
Canadian Payroll Association 1997 — 2014
CPM, Payroll
British Columbia Institute of Technology 1990 — 2000
Certification, Human Resource Management
Canaccord Genuity Wealth Management (Canada) June 2014 - Present
Factors Group of Nutritional Companies Inc. August 2004 - May 2014
Factors Group of Companies August 2004 - May 2014
Taiga Forest Products February 2003 - August 2004
ADP Canada May 1997 - February 2003
Skills
Payroll, Employee Benefits, Benefits Administration, HRIS, ADP Payroll, HR Policies, Onboarding, Ceridian, Microsoft Excel, ADP ReportSmith, Account Reconciliation, Garnishments, Advanced Tracker - time..., Mitrefinch TMS - time &..., Payworks - payroll..., Paychex US payroll, Deferred Compensation, PeopleSoft, New Hire Orientations, DLGL ViP HR/Payroll...
Education
Canadian Payroll Association 1997 — 2014
CPM, Payroll
British Columbia Institute of Technology 1990 — 2000
Certification, Human Resource Management
Adrienn Nagy's Canaccord Genuity Wealth Management (Canada) Experience January 2006 - Present
Job Canaccord Genuity Corp Investments
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) January 2006 - Present
RBC Dominion Securities December 2004 - January 2006
BMO Harris Private Banking November 2003 - December 2004
Scotiabank Western Service Centre May 2000 - November 2003
Skills
Investments, Wealth Management, Mutual Funds, Investment Management, Investment Strategies, Portfolio Management, Investment Advisory, Securities, Bonds, Asset Allocation, Retirement Planning, Wealth Management..., Banking, ETFs, Relationship Management, Risk Management, Strategic Financial..., Credit, Equities, Alternative Investments, Manage Client..., Fixed Income
Education
The University of Calgary 1995 — 2000
Bachelor of Arts, Majored in Economics, Minored in Management
Dr. E.P. Scarlett High School 1992 — 1995
Alexander Rutherford Scholarship
Canaccord Genuity Wealth Management (Canada) January 2006 - Present
RBC Dominion Securities December 2004 - January 2006
BMO Harris Private Banking November 2003 - December 2004
Scotiabank Western Service Centre May 2000 - November 2003
Skills
Investments, Wealth Management, Mutual Funds, Investment Management, Investment Strategies, Portfolio Management, Investment Advisory, Securities, Bonds, Asset Allocation, Retirement Planning, Wealth Management..., Banking, ETFs, Relationship Management, Risk Management, Strategic Financial..., Credit, Equities, Alternative Investments, Manage Client..., Fixed Income
Education
The University of Calgary 1995 — 2000
Bachelor of Arts, Majored in Economics, Minored in Management
Dr. E.P. Scarlett High School 1992 — 1995
Alexander Rutherford Scholarship
Mark Wiesel's Canaccord Genuity Wealth Management (Canada) Experience July 2013 - Present
Job Associate Investment Advisor
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) July 2013 - Present
CIBC October 2010 - June 2013
Paul Davis Systems Canada December 2008 - October 2010
Community First Credit Union Ltd. May 2007 - July 2008
Community First Credit Union May 2005 - May 2007
Skills
Investments, Wealth Management, Financial Planning, Finance, Portfolio Management, Financial Services, Sales, Equities, Mutual Funds, Fixed Income, Risk Management, Banking, Financial Analysis, Relationship Management, Securities, Investment Strategies, Retirement Planning
Education
Algoma University
Bachelor of Arts, Finance, Economics
Sault College
Business
Canaccord Genuity Wealth Management (Canada) July 2013 - Present
CIBC October 2010 - June 2013
Paul Davis Systems Canada December 2008 - October 2010
Community First Credit Union Ltd. May 2007 - July 2008
Community First Credit Union May 2005 - May 2007
Skills
Investments, Wealth Management, Financial Planning, Finance, Portfolio Management, Financial Services, Sales, Equities, Mutual Funds, Fixed Income, Risk Management, Banking, Financial Analysis, Relationship Management, Securities, Investment Strategies, Retirement Planning
Education
Algoma University
Bachelor of Arts, Finance, Economics
Sault College
Business
Danny Pero's Canaccord Genuity Wealth Management (Canada) Experience 2014 - Present
Job Vice President, Investment Advisor
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) 2014 - Present
Skills
Financial Advisory, Wealth Management, Financial Planners, Securities, Financial Services, Investments, Fixed Annuities, Bonds, Finance, Portfolio Management, Asset Management, Investment Strategies, Investment Advisory, Retirement Planning
Education
The University of British Columbia / UBC
Bachelor of Arts
Canaccord Genuity Wealth Management (Canada) 2014 - Present
Skills
Financial Advisory, Wealth Management, Financial Planners, Securities, Financial Services, Investments, Fixed Annuities, Bonds, Finance, Portfolio Management, Asset Management, Investment Strategies, Investment Advisory, Retirement Planning
Education
The University of British Columbia / UBC
Bachelor of Arts
Robert Dymond's Canaccord Genuity Wealth Management (Canada) Experience January 2009 - Present
Job Dymond Wealth Management Group
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) January 2009 - Present
Skills
Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Mutual Funds, Equities, Strategic Financial..., Portfolio Management, Asset Allocation, Securities, Asset Management, Fixed Income, Alternative Investments, Estate Planning, Financial Advisory, Capital Markets, Investment Management, ETFs, Retirement, Financial Analysis, Bonds, Financial Modeling, Equity Research
Education
Bishop's University
Economics
Canaccord Genuity Wealth Management (Canada) January 2009 - Present
Skills
Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Mutual Funds, Equities, Strategic Financial..., Portfolio Management, Asset Allocation, Securities, Asset Management, Fixed Income, Alternative Investments, Estate Planning, Financial Advisory, Capital Markets, Investment Management, ETFs, Retirement, Financial Analysis, Bonds, Financial Modeling, Equity Research
Education
Bishop's University
Economics
Derek Lovett, CFA's Canaccord Genuity Wealth Management (Canada) Experience January 2011 - Present
Job Analyst, Exchange Traded & Mutual Funds at Canaccord
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) January 2011 - Present
Envision Financial March 2009 - October 2010
RBC Royal Bank June 2008 - March 2009
Scotiabank June 2005 - May 2008
Scotiabank August 2001 - June 2005
Education
Simon Fraser University 1999 — 2004
B.A., Economics
Canaccord Genuity Wealth Management (Canada) January 2011 - Present
Envision Financial March 2009 - October 2010
RBC Royal Bank June 2008 - March 2009
Scotiabank June 2005 - May 2008
Scotiabank August 2001 - June 2005
Education
Simon Fraser University 1999 — 2004
B.A., Economics
Abdullah Alou's Canaccord Genuity Wealth Management (Canada) Experience March 2012 - March 2013
Job Student at Thompson Rivers University
Industry Accounting
Experience
Hamad Aloufi Group March 2013 - Present
Canaccord Genuity Wealth Management (Canada) March 2012 - March 2013
Skills
Microsoft Office, Accounting, Financial Analysis, Financial Reporting, Financial Accounting
Education
Thompson Rivers University 2011 — 2013
Hamad Aloufi Group March 2013 - Present
Canaccord Genuity Wealth Management (Canada) March 2012 - March 2013
Skills
Microsoft Office, Accounting, Financial Analysis, Financial Reporting, Financial Accounting
Education
Thompson Rivers University 2011 — 2013
Bardia Baradarani, CIM, CFA's Canaccord Genuity Wealth Management (Canada) Experience July 2014 - Present
Job Manager, Portfolio Solutions at Canaccord Genuity Wealth Management (Canada)
Industry Financial Services
Experience
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
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
Chris Read's Canaccord Genuity Wealth Management (Canada) Experience 2015 - Present
Job Associate, Retail Products Group at Canaccord Genuity Wealth Management (Canada)
Industry Market Research
Experience
Canaccord Genuity Wealth Management (Canada) 2015 - Present
BCGold Corp 2014 - 2015
Nickel North Exploration Corp. 2012 - 2013
Skills
Venture Capital, Strategy, Mineral Exploration, Portfolio Management, Financial Markets, Corporate Law, Due Diligence, Business Strategy, Negotiation, Strategic Planning, Business Planning, Private Placements, Mining, Start-ups, Private Equity, Financial Analysis, Mergers & Acquisitions, Management, Investments, Budgets, IPO, Investor Relations, Business Development
Education
University of Victoria 2005 — 2008
BA, Economics
Bishop's University 2004 — 2005
Business
CFA
CSI
Canaccord Genuity Wealth Management (Canada) 2015 - Present
BCGold Corp 2014 - 2015
Nickel North Exploration Corp. 2012 - 2013
Skills
Venture Capital, Strategy, Mineral Exploration, Portfolio Management, Financial Markets, Corporate Law, Due Diligence, Business Strategy, Negotiation, Strategic Planning, Business Planning, Private Placements, Mining, Start-ups, Private Equity, Financial Analysis, Mergers & Acquisitions, Management, Investments, Budgets, IPO, Investor Relations, Business Development
Education
University of Victoria 2005 — 2008
BA, Economics
Bishop's University 2004 — 2005
Business
CFA
CSI
Chrystina Herminiano's Canaccord Genuity Wealth Management (Canada) Experience January 2015 - Present
Job Marketing & Sales Professional with a passion to learn
Industry Investment Management
Experience
YYoga September 2015 - Present
Canaccord Genuity Wealth Management (Canada) January 2015 - Present
Metasoft Systems Inc. September 2014 - December 2014
Metasoft Systems Inc. July 2014 - September 2014
YYoga December 2013 - August 2014
Starbucks March 2012 - August 2014
Canadian Merchandising & Assembly Services January 2014 - July 2014
Walk With Ronsons October 2007 - June 2011
Virgin Mobile Canada 2006 - 2007
Skills
Customer Service, Leadership, Sales, Social Networking, Microsoft Office, Customer Satisfaction, Team Building, Public Speaking, Marketing, Management, Problem Solving, Social Media, Social Media Marketing, Teamwork, Time Management, Event Planning, Marketing Strategy, Market Research, Marketing Management, Media Relations, Team Leadership, Corporate Communications, Public Relations, Marketing Communications, Project Management
Education
British Columbia Institute of Technology 2013 — 2014
Associate's Degree
British Columbia Institute of Technology 2013 — 2014
Marketing
Camosun College 2012 — 2013
City University of Seattle
Bachelor of Science (B.S.)
Langara College 2010 — 2012
Techinical Vocational High School 2002 — 2005
High School Diploma
YYoga September 2015 - Present
Canaccord Genuity Wealth Management (Canada) January 2015 - Present
Metasoft Systems Inc. September 2014 - December 2014
Metasoft Systems Inc. July 2014 - September 2014
YYoga December 2013 - August 2014
Starbucks March 2012 - August 2014
Canadian Merchandising & Assembly Services January 2014 - July 2014
Walk With Ronsons October 2007 - June 2011
Virgin Mobile Canada 2006 - 2007
Skills
Customer Service, Leadership, Sales, Social Networking, Microsoft Office, Customer Satisfaction, Team Building, Public Speaking, Marketing, Management, Problem Solving, Social Media, Social Media Marketing, Teamwork, Time Management, Event Planning, Marketing Strategy, Market Research, Marketing Management, Media Relations, Team Leadership, Corporate Communications, Public Relations, Marketing Communications, Project Management
Education
British Columbia Institute of Technology 2013 — 2014
Associate's Degree
British Columbia Institute of Technology 2013 — 2014
Marketing
Camosun College 2012 — 2013
City University of Seattle
Bachelor of Science (B.S.)
Langara College 2010 — 2012
Techinical Vocational High School 2002 — 2005
High School Diploma