Canaccord Wealth Management
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Canaccord Wealth Management Employees
Employee
Years
Job
Industry
Dorothy-Anna Orser Dorothy-Anna Orser's Canaccord Wealth Management Experience March 2007 - May 2012
Job Portfolio Manager focused on high net worth individuals and corporate finance for CPC's.
Industry Financial Services
Experience
Dundee Goodman Private Wealth March 2014 - Present
Richardson GMP September 2013 - March 2014
Macquarie Private Wealth May 2012 - November 2013
Canaccord Wealth Management March 2007 - May 2012
BMO Nesbitt Burns September 1997 - March 2007
Rae & Lipskie Investment Counsel June 1996 - March 1997
Black Investment Counsel June 1995 - May 1996
RBC Dominion Securities January 1991 - June 1995
CIBC Wood Gundy June 1987 - December 1990
Skills
Wealth Management, Investments, Investment Strategies, Equities, Investment Advisory, Estate Planning, CPCs, High Net Worth..., Mutual Funds, Portfolio Management, Retirement Planning, Investment Banking, Securities, Alternative Investments, Asset Allocation, Entrepreneurship, Finance, IPO, Strategic Financial..., Options, Asset Management, Bonds, Capital Markets, Financial Advisory, Investment Management, Private Placements, Hedge Funds, Private Equity, Investor Relations, Financial Planning
Education
The University of Western Ontario 1978 — 1980
Biology/Biological Sciences, General
Simon Fraser University
University of Waterloo
Dundee Goodman Private Wealth March 2014 - Present
Richardson GMP September 2013 - March 2014
Macquarie Private Wealth May 2012 - November 2013
Canaccord Wealth Management March 2007 - May 2012
BMO Nesbitt Burns September 1997 - March 2007
Rae & Lipskie Investment Counsel June 1996 - March 1997
Black Investment Counsel June 1995 - May 1996
RBC Dominion Securities January 1991 - June 1995
CIBC Wood Gundy June 1987 - December 1990
Skills
Wealth Management, Investments, Investment Strategies, Equities, Investment Advisory, Estate Planning, CPCs, High Net Worth..., Mutual Funds, Portfolio Management, Retirement Planning, Investment Banking, Securities, Alternative Investments, Asset Allocation, Entrepreneurship, Finance, IPO, Strategic Financial..., Options, Asset Management, Bonds, Capital Markets, Financial Advisory, Investment Management, Private Placements, Hedge Funds, Private Equity, Investor Relations, Financial Planning
Education
The University of Western Ontario 1978 — 1980
Biology/Biological Sciences, General
Simon Fraser University
University of Waterloo
Gabriel Melkonian Gabriel Melkonian's Canaccord Wealth Management Experience January 2004 - Present
Job Portfolio Manager Canaccord Genuity Wealth Management
Industry Financial Services
Experience
Canaccord Wealth Management January 2004 - Present
Sears Canada June 2002 - December 2006
Skills
Wealth Management, Investments, Portfolio Management, Hedge Funds, Investment Strategies
Education
Concordia University 2000 — 2003
Bachelors, Finance & Health Sciences (Cegep)
Mont Saint-Louis
Canaccord Wealth Management January 2004 - Present
Sears Canada June 2002 - December 2006
Skills
Wealth Management, Investments, Portfolio Management, Hedge Funds, Investment Strategies
Education
Concordia University 2000 — 2003
Bachelors, Finance & Health Sciences (Cegep)
Mont Saint-Louis
Jason Hamilton-Smith Jason Hamilton-Smith's Canaccord Wealth Management Experience June 2008 - September 2008
Job BackEnd Network Engineer at Whitebox Games
Industry Computer Games
Experience
Whitebox Games November 2013 - Present
Electronic Arts October 2012 - November 2013
BigPark September 2010 - May 2011
Canaccord Wealth Management June 2008 - September 2008
Skills
Perforce, Xbox 360, C#, C++, DirectX, OpenGL, Unreal Engine, Python, Distributed Systems, HTTPS, Network Engineering
Education
Simon Fraser University 2009 — 2013
Bachelor of Science (BSc), Computer Science
Whitebox Games November 2013 - Present
Electronic Arts October 2012 - November 2013
BigPark September 2010 - May 2011
Canaccord Wealth Management June 2008 - September 2008
Skills
Perforce, Xbox 360, C#, C++, DirectX, OpenGL, Unreal Engine, Python, Distributed Systems, HTTPS, Network Engineering
Education
Simon Fraser University 2009 — 2013
Bachelor of Science (BSc), Computer Science
Matt Redshaw Matt Redshaw's Canaccord Wealth Management Experience 2011 - 2012
Job Group Retirement Solutions | Investment Counselling | Wealth Management
Industry Financial Services
Experience
Tycuda Group at MacDougall Investment Counsel Inc. January 2015 - Present
Raymond James Ltd. October 2012 - January 2015
Canaccord Wealth Management 2011 - 2012
Hewlett-Packard October 2004 - October 2009
BC Hydro May 2003 - August 2003
Mitel September 2002 - December 2002
Envision Financial May 2002 - August 2002
Skills
Group Retirement..., Defined Contribution..., Wealth Management, Investment Management, Portfolio Management, Financial Planning, Leadership, Investments, Leadership Development, Marketing, Insurance, Entrepreneurship, Finance, Marketing Strategy
Education
Trinity Western University 2001 — 2004
BBA (Hons), Marketing
Laurentian Leadership Centre (TWU) 2002 — 2002
Simon Fraser University 2000 — 2001
Business
Tycuda Group at MacDougall Investment Counsel Inc. January 2015 - Present
Raymond James Ltd. October 2012 - January 2015
Canaccord Wealth Management 2011 - 2012
Hewlett-Packard October 2004 - October 2009
BC Hydro May 2003 - August 2003
Mitel September 2002 - December 2002
Envision Financial May 2002 - August 2002
Skills
Group Retirement..., Defined Contribution..., Wealth Management, Investment Management, Portfolio Management, Financial Planning, Leadership, Investments, Leadership Development, Marketing, Insurance, Entrepreneurship, Finance, Marketing Strategy
Education
Trinity Western University 2001 — 2004
BBA (Hons), Marketing
Laurentian Leadership Centre (TWU) 2002 — 2002
Simon Fraser University 2000 — 2001
Business
Peter Dembicki Peter Dembicki's Canaccord Wealth Management Experience April 2011 - Present
Job Wealth Management at Canaccord Financial
Industry Marketing and Advertising
Experience
Canaccord Wealth Management April 2011 - Present
Coast Modern Film 2012 - 2012
Completed October 2010 - January 2011
Olympic Broadcasting Services February 2010 - February 2010
rowing canada aviron 2001 - 2008
Brentwood College School 1996 - 1998
Skills
Canadian Securities..., Wealth Management, Investments
Education
British Columbia Institute of Technology 2008 — 2010
Diploma of Technology, TV Production / Journalism
University of Washington 1998 — 2002
Communications, Media and Advertising
Brentwood College School
British Columbia Institute of Technology - School of Business
Sentinel
University of Washington
B.A, Communications
Canaccord Wealth Management April 2011 - Present
Coast Modern Film 2012 - 2012
Completed October 2010 - January 2011
Olympic Broadcasting Services February 2010 - February 2010
rowing canada aviron 2001 - 2008
Brentwood College School 1996 - 1998
Skills
Canadian Securities..., Wealth Management, Investments
Education
British Columbia Institute of Technology 2008 — 2010
Diploma of Technology, TV Production / Journalism
University of Washington 1998 — 2002
Communications, Media and Advertising
Brentwood College School
British Columbia Institute of Technology - School of Business
Sentinel
University of Washington
B.A, Communications
James Whitton James Whitton's Canaccord Wealth Management Experience January 2006 - April 2011
Job Head Professional at Leduc Golf and Country Club
Industry Sports
Experience
Leduc Golf and Country Club March 2012 - Present
Mill Woods Golf Course April 2003 - October 2011
Canaccord Wealth Management January 2006 - April 2011
Skills
Event Planning, Coaching, Customer Service, Event Management, Marketing, Microsoft Excel, Public Relations, Microsoft Office, Public Speaking, Sales, Social Media, Sports, Strategic Planning
Education
The King's University College 2006 — 2011
Commerce
Leduc Golf and Country Club March 2012 - Present
Mill Woods Golf Course April 2003 - October 2011
Canaccord Wealth Management January 2006 - April 2011
Skills
Event Planning, Coaching, Customer Service, Event Management, Marketing, Microsoft Excel, Public Relations, Microsoft Office, Public Speaking, Sales, Social Media, Sports, Strategic Planning
Education
The King's University College 2006 — 2011
Commerce
Jack Hardill Jack Hardill's Canaccord Wealth Management Experience January 2009 - Present
Job Associate Investment Advisor at Canaccord Wealth Management
Industry Investment Management
Experience
Canaccord Wealth Management January 2009 - Present
Canadian Forces January 2004 - Present
RBC Dominion Securities September 2003 - January 2009
Education
King's University College 1998 — 2001
BA, Economics
Humber College
Canaccord Wealth Management January 2009 - Present
Canadian Forces January 2004 - Present
RBC Dominion Securities September 2003 - January 2009
Education
King's University College 1998 — 2001
BA, Economics
Humber College
Tevis Michaud Tevis Michaud's Canaccord Wealth Management Experience August 2008 - Present
Job Investment Advisor at Canaccord Wealth Management
Industry Financial Services
Experience
Canaccord Wealth Management August 2008 - Present
Capricorn Installations April 2005 - August 2008
Skills
Private Equity, Equities, Wealth Management, Investment Advisory, Investments, Mutual Funds, Financial Services, IPO, Financial Markets, Portfolio Management, Private Placements, Retirement Planning, Social Networking, Investor Relations, Venture Capital, Corporate Finance, Financial Advisory, Strategic Financial..., Asset Management, Alternative Investments, Investment Strategies, Trading, Investment Management, Securities, Funding
Education
Capilano University 2003 — 2007
BBA, Business, Finance, Marketing
Canaccord Wealth Management August 2008 - Present
Capricorn Installations April 2005 - August 2008
Skills
Private Equity, Equities, Wealth Management, Investment Advisory, Investments, Mutual Funds, Financial Services, IPO, Financial Markets, Portfolio Management, Private Placements, Retirement Planning, Social Networking, Investor Relations, Venture Capital, Corporate Finance, Financial Advisory, Strategic Financial..., Asset Management, Alternative Investments, Investment Strategies, Trading, Investment Management, Securities, Funding
Education
Capilano University 2003 — 2007
BBA, Business, Finance, Marketing
James Cockfield, CIWM James Cockfield, CIWM's Canaccord Wealth Management Experience June 2011 - June 2012
Job Financial Planner at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group September 2014 - Present
BMO Nesbitt Burns August 2012 - August 2014
Canaccord Wealth Management June 2011 - June 2012
Canaccord Wealth Management November 2009 - June 2011
DundeeWealth June 2009 - September 2009
Pivotal Financial Partners July 2006 - June 2009
AGF Funds Inc. October 1998 - December 2005
Skills
Wealth Management, Investments, Wealth, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Asset Managment, Strategic Financial..., Investment Advisory, Equities, Securities, Fixed Income, Relationship Management, Financial Services, Risk Management, Finance, Insurance, Estate Planning, Retirement Planning, Strategy, ETFs, Wealth Management..., Financial Planning
Education
Oliver's Learning 2013 — 2013
Life Licence Qualifying Program (LLQP), Life Insurance, Pass
Canadian Securities Institute 2012 — 2012
Advanced Retirement Management Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Advanced Estate Planning and Trust Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management
Canadian Securities Insitute 2011 — 2011
Advanced Investment Strategies, Wealth Management, Passed
Canadian Securities Institute 2011 — 2011
Wealth Management Essentials
Canaccord Wealth Management 2010 — 2010
90-Day Advisor Training Progam
Canadian Securities Institute 2010 — 2010
CSWP, Chartered Strategic Wealth Professional
Ryerson University 2000 — 2002
Marketing Certificate, Marketing
BMO Financial Group September 2014 - Present
BMO Nesbitt Burns August 2012 - August 2014
Canaccord Wealth Management June 2011 - June 2012
Canaccord Wealth Management November 2009 - June 2011
DundeeWealth June 2009 - September 2009
Pivotal Financial Partners July 2006 - June 2009
AGF Funds Inc. October 1998 - December 2005
Skills
Wealth Management, Investments, Wealth, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Asset Managment, Strategic Financial..., Investment Advisory, Equities, Securities, Fixed Income, Relationship Management, Financial Services, Risk Management, Finance, Insurance, Estate Planning, Retirement Planning, Strategy, ETFs, Wealth Management..., Financial Planning
Education
Oliver's Learning 2013 — 2013
Life Licence Qualifying Program (LLQP), Life Insurance, Pass
Canadian Securities Institute 2012 — 2012
Advanced Retirement Management Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Advanced Estate Planning and Trust Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management
Canadian Securities Insitute 2011 — 2011
Advanced Investment Strategies, Wealth Management, Passed
Canadian Securities Institute 2011 — 2011
Wealth Management Essentials
Canaccord Wealth Management 2010 — 2010
90-Day Advisor Training Progam
Canadian Securities Institute 2010 — 2010
CSWP, Chartered Strategic Wealth Professional
Ryerson University 2000 — 2002
Marketing Certificate, Marketing
Jeff Callaway Jeff Callaway's Canaccord Wealth Management Experience January 2006 - Present
Job Senior Investment Advisor at Canaccord Wealth Management
Industry Financial Services
Experience
Wildrose Party 2010 - Present
Canaccord Wealth Management January 2006 - Present
Wildrose Party June 2008 - April 2010
Skills
Strategic Financial..., Investments, Strategic Planning, Strategic Communications, Public Speaking, Wealth Management, Mergers & Acquisitions, Business Planning, Investor Relations, Portfolio Management, Fundraising, Estate Planning, Investment Strategies, Corporate Finance, Investment Advisory, Private Equity
Education
The University of Calgary 1995 — 2001
BA, International Relations
Cochrane High School
Wildrose Party 2010 - Present
Canaccord Wealth Management January 2006 - Present
Wildrose Party June 2008 - April 2010
Skills
Strategic Financial..., Investments, Strategic Planning, Strategic Communications, Public Speaking, Wealth Management, Mergers & Acquisitions, Business Planning, Investor Relations, Portfolio Management, Fundraising, Estate Planning, Investment Strategies, Corporate Finance, Investment Advisory, Private Equity
Education
The University of Calgary 1995 — 2001
BA, International Relations
Cochrane High School
Wayne Nikitiuk Wayne Nikitiuk's Canaccord Wealth Management Experience 2005 - Present
Job Senior Investment Advisor & Portfolio Manager at Canaccord Wealth Management
Industry Financial Services
Experience
Canaccord Wealth Management 2005 - Present
BMO Nesbitt Burns 1997 - 2004
Blenz Coffee franchise Vancouver BC 1994 - 1996
Media One Communications 1991 - 1993
CBC Television Calgary NewsHour 1987 - 1991
CFRN News Edmonton April 1986 - September 1986
BCTV News Vancouver 1984 - 1985
Skills
Portfolio Management, Retail, Investment Banking, Investments, Private Equity, Equities, Valuation, Corporate Finance, Venture Capital, Financial Modeling, Financial Analysis, Asset Managment, Strategic Financial..., Asset Management, Wealth Management, Trading, Financial Planning
Education
British Columbia Institute of Technology 1984 — 1986
Broadcast Journalism, TV and Radio News
The University of British Columbia 1980 — 1984
B.A., Geography and Economics
Canaccord Wealth Management 2005 - Present
BMO Nesbitt Burns 1997 - 2004
Blenz Coffee franchise Vancouver BC 1994 - 1996
Media One Communications 1991 - 1993
CBC Television Calgary NewsHour 1987 - 1991
CFRN News Edmonton April 1986 - September 1986
BCTV News Vancouver 1984 - 1985
Skills
Portfolio Management, Retail, Investment Banking, Investments, Private Equity, Equities, Valuation, Corporate Finance, Venture Capital, Financial Modeling, Financial Analysis, Asset Managment, Strategic Financial..., Asset Management, Wealth Management, Trading, Financial Planning
Education
British Columbia Institute of Technology 1984 — 1986
Broadcast Journalism, TV and Radio News
The University of British Columbia 1980 — 1984
B.A., Geography and Economics
Earl Jessiman Earl Jessiman's Canaccord Wealth Management Experience February 2012 - November 2012
Job Investment Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth November 2012 - Present
Canaccord Wealth Management February 2012 - November 2012
Canaccord Wealth Management December 2004 - January 2012
CIBC Wood Gundy December 2001 - December 2004
Merrill Lynch Canada June 1999 - December 2001
Midland Walwyn March 1995 - June 1999
Investors Group July 1991 - March 1995
Investors Group August 1986 - July 1991
Lethbridge Broncos Hockey Club WHL November 1985 - April 1986
Fredericton Express Hockey Club AHL August 1983 - July 1985
Skills
Sales Management, Coaching, Marketing Strategy, Financial Management, Investments, Estate Planning, Retirement, Management, Leadership, Sales, Wealth, Financial Advisory, Strategic Planning, Budgets, Business Strategy, Wealth Management, Team Building, Business Analysis, Strategy, Strategic Financial..., Change Management, Team Leadership, New Business Development, Operations Management, Mutual Funds, Financial Services, Investment Strategies, Investment Advisory
Education
Western University 1980 — 1982
MA, Coaching, Biomechanics, 3.70 GPA
Dalhousie University 1977 — 1980
BPE, Physical Education, 3.60
University of Pennsylvania 1973 — 1977
BA, History, French, 2.62 GPA
Athabasca University
Athabasca University
TD Wealth November 2012 - Present
Canaccord Wealth Management February 2012 - November 2012
Canaccord Wealth Management December 2004 - January 2012
CIBC Wood Gundy December 2001 - December 2004
Merrill Lynch Canada June 1999 - December 2001
Midland Walwyn March 1995 - June 1999
Investors Group July 1991 - March 1995
Investors Group August 1986 - July 1991
Lethbridge Broncos Hockey Club WHL November 1985 - April 1986
Fredericton Express Hockey Club AHL August 1983 - July 1985
Skills
Sales Management, Coaching, Marketing Strategy, Financial Management, Investments, Estate Planning, Retirement, Management, Leadership, Sales, Wealth, Financial Advisory, Strategic Planning, Budgets, Business Strategy, Wealth Management, Team Building, Business Analysis, Strategy, Strategic Financial..., Change Management, Team Leadership, New Business Development, Operations Management, Mutual Funds, Financial Services, Investment Strategies, Investment Advisory
Education
Western University 1980 — 1982
MA, Coaching, Biomechanics, 3.70 GPA
Dalhousie University 1977 — 1980
BPE, Physical Education, 3.60
University of Pennsylvania 1973 — 1977
BA, History, French, 2.62 GPA
Athabasca University
Athabasca University
Jean-Francois Richard, MBA Jean-Francois Richard, MBA's Canaccord Wealth Management Experience January 2010 - January 2011
Job Vice President, Professional Development Eastern Canada at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns March 2012 - Present
Canaccord Wealth Management January 2010 - January 2011
Richardson Partners Financial January 2006 - January 2010
Richardson Partners Financial Ltd 2005 - 2006
CIBC Wood Gundy 1995 - 2005
Montreal Stock Exchange 1996 - 2002
Merrill Lynch 1999 - 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Strategy, Financial Advisory, Wealth Management..., Investment Advisory, Wealth, Retirement Planning, Strategic Financial..., Relationship Management, Financial Markets, Business Development, Securities, Fixed Income, Pensions, Alternative Investments, Options, Global Recruiting, Bonds, Investment Management, Asset Allocation, Financial Services, High Net Worth..., Estate Planning, Retirement, Asset Managment, Hedge Funds, ETFs, Financial Planners, Financial Planning, Leadership Development, Equities
Education
Université de Sherbrooke, MBA 2002 — 2004
EMBA, Major
Canadian Securities Institute
Partners,Directors and Senoir Officers Course (PDO)
Université du Québec à Montréal
Adiministration
BMO Nesbitt Burns March 2012 - Present
Canaccord Wealth Management January 2010 - January 2011
Richardson Partners Financial January 2006 - January 2010
Richardson Partners Financial Ltd 2005 - 2006
CIBC Wood Gundy 1995 - 2005
Montreal Stock Exchange 1996 - 2002
Merrill Lynch 1999 - 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Strategy, Financial Advisory, Wealth Management..., Investment Advisory, Wealth, Retirement Planning, Strategic Financial..., Relationship Management, Financial Markets, Business Development, Securities, Fixed Income, Pensions, Alternative Investments, Options, Global Recruiting, Bonds, Investment Management, Asset Allocation, Financial Services, High Net Worth..., Estate Planning, Retirement, Asset Managment, Hedge Funds, ETFs, Financial Planners, Financial Planning, Leadership Development, Equities
Education
Université de Sherbrooke, MBA 2002 — 2004
EMBA, Major
Canadian Securities Institute
Partners,Directors and Senoir Officers Course (PDO)
Université du Québec à Montréal
Adiministration
Prentice Lee Prentice Lee's Canaccord Wealth Management Experience October 2004 - 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
Kent Coulter Kent Coulter's Canaccord Wealth Management Experience November 2002 - September 2010
Job Director, Wealth Management, Portfolio Manager at Richardson GMP Limited
Industry Financial Services
Experience
Richardson GMP Limited September 2010 - Present
Canaccord Wealth Management November 2002 - September 2010
National Bank Financial September 1995 - November 2002
Investors Group September 1993 - September 1995
Education
University of Alberta 1988 — 1994
BA, Economics, Statistics
Richardson GMP Limited September 2010 - Present
Canaccord Wealth Management November 2002 - September 2010
National Bank Financial September 1995 - November 2002
Investors Group September 1993 - September 1995
Education
University of Alberta 1988 — 1994
BA, Economics, Statistics
Martin Malus's Canaccord Wealth Management Experience August 1997 - Present
Job Investment Advisor, Canaccord Wealth Management
Industry Investment Management
Experience
Canaccord Wealth Management August 1997 - Present
Education
British Columbia Institute of Technology
School of Business
Canaccord Wealth Management August 1997 - Present
Education
British Columbia Institute of Technology
School of Business
Peter Kudla's Canaccord Wealth Management Experience November 2000 - September 2012
Job Investment Advisor at Mackie Research Capital Corp. October 2012
Industry Financial Services
Experience
Mackie Research Capital October 2012 - Present
Canaccord Wealth Management November 2000 - September 2012
RBC Dominion Securities 1991 - November 2000
Burns Fry 1978 - 1990
Skills
Wealth Management, Investments, Securities, Risk Management, Due Diligence, Business Strategy, Business Analysis, Investment Advisory, Investment Strategies, Strategic Planning, Retirement Planning, Mutual Funds, Wealth Management..., ETFs, Equities, Asset Allocation, Bonds, Wealth, Fixed Income, Alternative Investments
Education
Canadian Securities Institute 1981 — 1982
FCSI, Investments and Economics
Ivey Business School at Western University 1976 — 1978
HBA, Business
Mackie Research Capital October 2012 - Present
Canaccord Wealth Management November 2000 - September 2012
RBC Dominion Securities 1991 - November 2000
Burns Fry 1978 - 1990
Skills
Wealth Management, Investments, Securities, Risk Management, Due Diligence, Business Strategy, Business Analysis, Investment Advisory, Investment Strategies, Strategic Planning, Retirement Planning, Mutual Funds, Wealth Management..., ETFs, Equities, Asset Allocation, Bonds, Wealth, Fixed Income, Alternative Investments
Education
Canadian Securities Institute 1981 — 1982
FCSI, Investments and Economics
Ivey Business School at Western University 1976 — 1978
HBA, Business
RICHARD BRUTON's Canaccord Wealth Management Experience July 2002 - Present
Job SENIOR INVESTMENT ADVISOR at CANACCORD Wealth Management
Industry Investment Management
Experience
Canaccord Wealth Management July 2002 - Present
Education
University of South Africa
B.Comm. (Hons), Financial Management
University of South Africa/Universiteit van Suid-Afrika
B.COMM. (HONS) MIAC, FINANCIAL MANAGEMENT
Canaccord Wealth Management July 2002 - Present
Education
University of South Africa
B.Comm. (Hons), Financial Management
University of South Africa/Universiteit van Suid-Afrika
B.COMM. (HONS) MIAC, FINANCIAL MANAGEMENT
Alan Brimacombe's Canaccord Wealth Management Experience 1999 - Present
Job Vice President at Canaccord Wealth Management.
Industry Venture Capital & Private Equity
Experience
Canaccord Wealth Management 1999 - Present
Canaccord Wealth Management. February 1998 - Present
Education
University of Calgary 1986 — 1991
Economics
Canaccord Wealth Management 1999 - Present
Canaccord Wealth Management. February 1998 - Present
Education
University of Calgary 1986 — 1991
Economics
Doug Gartland's Canaccord Wealth Management Experience 1977 - Present
Job Senior Vice President at Canaccord Wealth Management
Industry Financial Services
Experience
Canaccord Wealth Management 1977 - Present
Dundee Securities Corp 1998 - 2006
Fortune Financial 1994 - 1998
Great Pacific Management 1982 - 1994
Skills
Wealth Management, Securities, Retirement Planning, Mutual Funds, Investor Relations, Investments, Retirement, Estate Planning, Investment Banking, Strategic Financial..., Corporate Finance, Options, Equity Derivatives, Business Strategy, Corporate Communications, New Business Development, Sales Management, Commodity, Strategic Planning, Market Analysis, Investment Advisory, Investment Strategies, Portfolio Management, Wealth Management...
Education
The University of British Columbia
Business/Commerce, General
Canaccord Wealth Management 1977 - Present
Dundee Securities Corp 1998 - 2006
Fortune Financial 1994 - 1998
Great Pacific Management 1982 - 1994
Skills
Wealth Management, Securities, Retirement Planning, Mutual Funds, Investor Relations, Investments, Retirement, Estate Planning, Investment Banking, Strategic Financial..., Corporate Finance, Options, Equity Derivatives, Business Strategy, Corporate Communications, New Business Development, Sales Management, Commodity, Strategic Planning, Market Analysis, Investment Advisory, Investment Strategies, Portfolio Management, Wealth Management...
Education
The University of British Columbia
Business/Commerce, General
Christian Spielmann's Canaccord Wealth Management Experience 2002 - Present
Job Investment Advisor at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Wealth Management 2002 - Present
Skills
Options Strategies, FX Options, Employee Stock Options, Options, Index Options, ETFs, Stock Market, Stock Picking, Stock Trading, Stockbroking
Education
University of Alberta
Bachelor of Commerce (B.Com.)
Canaccord Wealth Management 2002 - Present
Skills
Options Strategies, FX Options, Employee Stock Options, Options, Index Options, ETFs, Stock Market, Stock Picking, Stock Trading, Stockbroking
Education
University of Alberta
Bachelor of Commerce (B.Com.)
Naief Eludin's Canaccord Wealth Management Experience 2007 - 2012
Job President at MCubed Capital Advisory
Industry Venture Capital & Private Equity
Experience
M-Cubed Capital Advisory 2012 - Present
Canaccord Wealth Management. 2007 - 2012
National Bank Financial 2002 - 2007
Skills
Investment Banking, Financial Modeling, Financial Analysis, Investments, Risk Management, Portfolio Management, Asset Managment, Wealth Management, Structured Finance, Equities, Strategic Financial..., Finance, Economics, Investment Advisory, Capital Markets, Project Finance, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, Valuation
Education
University of Alberta
MBA, International Finance
M-Cubed Capital Advisory 2012 - Present
Canaccord Wealth Management. 2007 - 2012
National Bank Financial 2002 - 2007
Skills
Investment Banking, Financial Modeling, Financial Analysis, Investments, Risk Management, Portfolio Management, Asset Managment, Wealth Management, Structured Finance, Equities, Strategic Financial..., Finance, Economics, Investment Advisory, Capital Markets, Project Finance, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, Valuation
Education
University of Alberta
MBA, International Finance
Rena Pittao's Canaccord Wealth Management Experience July 2009 - March 2012
Job President, Custom Design Coaching
Industry Financial Services
Experience
Custom Design Coaching April 2012 - Present
Canaccord Wealth Management July 2009 - March 2012
CIBC Wood Gundy October 1997 - May 2009
Merrill Lynch Canada 1998 - 2001
Skills
Training, Wealth Management, Coaching, Staff Development, Succession Planning, Business Strategy, Employee Engagement, Performance Management, Leadership Development
Education
Adler School of Professional Coaching 2005 — 2009
ACPC, Executive and Professional Coaching
Sheridan College 1996 — 1997
Diploma- Post Graduate, International Business
King's University College 1992 — 1996
ACS, Administrative and Commercial Studies
Custom Design Coaching April 2012 - Present
Canaccord Wealth Management July 2009 - March 2012
CIBC Wood Gundy October 1997 - May 2009
Merrill Lynch Canada 1998 - 2001
Skills
Training, Wealth Management, Coaching, Staff Development, Succession Planning, Business Strategy, Employee Engagement, Performance Management, Leadership Development
Education
Adler School of Professional Coaching 2005 — 2009
ACPC, Executive and Professional Coaching
Sheridan College 1996 — 1997
Diploma- Post Graduate, International Business
King's University College 1992 — 1996
ACS, Administrative and Commercial Studies
Bernie DeGroot's Canaccord Wealth Management Experience October 2010 - Present
Job Investment Advisor at Canaccord Wealth Management
Industry Financial Services
Experience
Canaccord Wealth Management October 2010 - Present
GoodLife Fitness May 2005 - Present
Dynamic Distribution Ltd 1996 - Present
Mint Cards Ltd 1992 - 1996
Skills
Investments, Strategic Financial..., Strategic Planning, Coaching, Risk Management, Mutual Funds, Leadership, Business Development, Financial Analysis, Equities, New Business Development, Private Equity, Portfolio Management, Management, Venture Capital, Mergers & Acquisitions, Financial Modeling, Finance, Corporate Finance
Education
The University of British Columbia 1991 — 1992
Bachelor of Education, BizEd and Physed
The University of British Columbia 1987 — 1991
Bachelor of Physical Education, Instruction/Coaching and Business
Canaccord Wealth Management October 2010 - Present
GoodLife Fitness May 2005 - Present
Dynamic Distribution Ltd 1996 - Present
Mint Cards Ltd 1992 - 1996
Skills
Investments, Strategic Financial..., Strategic Planning, Coaching, Risk Management, Mutual Funds, Leadership, Business Development, Financial Analysis, Equities, New Business Development, Private Equity, Portfolio Management, Management, Venture Capital, Mergers & Acquisitions, Financial Modeling, Finance, Corporate Finance
Education
The University of British Columbia 1991 — 1992
Bachelor of Education, BizEd and Physed
The University of British Columbia 1987 — 1991
Bachelor of Physical Education, Instruction/Coaching and Business
Glen Yee CFP FCSI's Canaccord Wealth Management Experience May 2009 - Present
Job Investment Advisor at Canaccord Wealth Management
Industry Financial Services
Experience
Canaccord Wealth Management May 2009 - Present
TD Waterhouse March 2003 - May 2009
TD Bank August 1999 - March 2003
Skills
Wealth Management, Finance, Financial Services, Asset Allocation, Investments, Retirement Planning, Portfolio Management, Financial Advisory, Banking, Investment Strategies, Mutual Funds, Financial Planning, Investment Advisory, Strategic Financial...
Education
University of Regina
Canaccord Wealth Management May 2009 - Present
TD Waterhouse March 2003 - May 2009
TD Bank August 1999 - March 2003
Skills
Wealth Management, Finance, Financial Services, Asset Allocation, Investments, Retirement Planning, Portfolio Management, Financial Advisory, Banking, Investment Strategies, Mutual Funds, Financial Planning, Investment Advisory, Strategic Financial...
Education
University of Regina
Ashanti Munaweera's Canaccord Wealth Management Experience 2005 - 2011
Job Mortgage Broker at Verico Mortgage Options
Industry Financial Services
Experience
Verico Mortgage Options June 2012 - Present
Canaccord Wealth Management 2005 - 2011
Skills
Mergers, Wealth Management, Retirement Planning, Investments, Investment Strategies, Wealth, Investment Advisory, Equities, Mutual Funds, Strategic Financial..., RRSP, Portfolio Management, Securities, Retirement, TFSA, Bonds, Wealth Management..., Estate Planning, Coaching, RESP, Fixed Income, Financial Advisory, Mortgage Lending
Education
UBC
Verico Mortgage Options June 2012 - Present
Canaccord Wealth Management 2005 - 2011
Skills
Mergers, Wealth Management, Retirement Planning, Investments, Investment Strategies, Wealth, Investment Advisory, Equities, Mutual Funds, Strategic Financial..., RRSP, Portfolio Management, Securities, Retirement, TFSA, Bonds, Wealth Management..., Estate Planning, Coaching, RESP, Fixed Income, Financial Advisory, Mortgage Lending
Education
UBC
Massimo Beltramo's Canaccord Wealth Management Experience August 2011 - Present
Job Business Development Associate presso Canaccord Wealth Management
Industry Financial Services
Experience
Canaccord Wealth Management August 2011 - Present
LIBERO PROFESSIONISTA CONSULENZA FINANZIARIA January 2005 - June 2010
BL Corporate Finance March 2001 - December 2004
ABIS SGR March 2001 - December 2004
S&F Corporate Finance June 1996 - February 2001
GEMINA CONSULENZA SIM ( GRUPPO GEMINA ) January 1994 - June 1996
SIGE CAPITAL MARKETS SPA - IMI GROUP September 1990 - December 1993
Banca di Roma November 1986 - July 1990
Skills
Finanza d'impresa, Management, Investimenti, Gestione portfolio, Private equity, Strategia, Equity, Business plan, Due diligence, Banche d'investimento, Titoli a reddito fisso, Gestione degli asset, Gestione patrimoniale, Consulenza manageriale, Strategia d'impresa, Analisi di bilancio, Mercati di capitali, Business development, Modelli finanziari, Strategia di marketing, Derivati, Banking, Pianificazione..., Titoli, Mercati finanziari, Valutazioni, Fondi comuni, Project management, Hedge fund, Venture capital, Gestione del rischio, Investimenti alternativi, Fusioni e acquisizioni, Strategie d'investimento, Finanza, Consulenza per gli..., Vendite
Education
Sapienza Università di Roma 1979 — 1984
Laurea L in Giurisprudenza
Università degli Studi di Roma 'La Sapienza'
GIURISPRUDENZA
Canaccord Wealth Management August 2011 - Present
LIBERO PROFESSIONISTA CONSULENZA FINANZIARIA January 2005 - June 2010
BL Corporate Finance March 2001 - December 2004
ABIS SGR March 2001 - December 2004
S&F Corporate Finance June 1996 - February 2001
GEMINA CONSULENZA SIM ( GRUPPO GEMINA ) January 1994 - June 1996
SIGE CAPITAL MARKETS SPA - IMI GROUP September 1990 - December 1993
Banca di Roma November 1986 - July 1990
Skills
Finanza d'impresa, Management, Investimenti, Gestione portfolio, Private equity, Strategia, Equity, Business plan, Due diligence, Banche d'investimento, Titoli a reddito fisso, Gestione degli asset, Gestione patrimoniale, Consulenza manageriale, Strategia d'impresa, Analisi di bilancio, Mercati di capitali, Business development, Modelli finanziari, Strategia di marketing, Derivati, Banking, Pianificazione..., Titoli, Mercati finanziari, Valutazioni, Fondi comuni, Project management, Hedge fund, Venture capital, Gestione del rischio, Investimenti alternativi, Fusioni e acquisizioni, Strategie d'investimento, Finanza, Consulenza per gli..., Vendite
Education
Sapienza Università di Roma 1979 — 1984
Laurea L in Giurisprudenza
Università degli Studi di Roma 'La Sapienza'
GIURISPRUDENZA
Jenna Bouchut's Canaccord Wealth Management Experience February 2012 - March 2012
Job Marketing Manager at RioCan Real Estate Investment Trust
Industry Marketing and Advertising
Experience
RioCan Real Estate Investment Trust April 2015 - Present
RioCan Real Estate Investment Trust May 2013 - April 2015
Realstar Management September 2012 - May 2013
La Senza May 2012 - August 2012
Canaccord Wealth Management February 2012 - March 2012
Conestoga Student Inc. 2011 - 2012
Skills
Sales, Property Management, Marketing, Real Estate, Customer Service, Social Media Marketing, specialty leasing, Advertising, Online Advertising, Market Research, Competitive Analysis, Negotiation, Retail Marketing, Communication, Strategic Planning, Strategic Partnerships
Education
Conestoga College
Advertising & Marketing Graduate
Conestoga College 2009 — 2010
Design and Communications
RioCan Real Estate Investment Trust April 2015 - Present
RioCan Real Estate Investment Trust May 2013 - April 2015
Realstar Management September 2012 - May 2013
La Senza May 2012 - August 2012
Canaccord Wealth Management February 2012 - March 2012
Conestoga Student Inc. 2011 - 2012
Skills
Sales, Property Management, Marketing, Real Estate, Customer Service, Social Media Marketing, specialty leasing, Advertising, Online Advertising, Market Research, Competitive Analysis, Negotiation, Retail Marketing, Communication, Strategic Planning, Strategic Partnerships
Education
Conestoga College
Advertising & Marketing Graduate
Conestoga College 2009 — 2010
Design and Communications