Canada Trust
Industry: Commercial banking company
DescriptionTD Canada Trust is the personal, small business and commercial banking operation of the Toronto-Dominion Bank in Canada. TD Canada Trust offers a range of financial services and products to more than 10 million Canadian customers through more than 1,100 branches and 2,600 "Green Machine" ATMs. Customer service: 1 (416) 983-5393 CEO: Bharat Masrani (2014–) Headquarters: Toronto, Canada Founded: 2000, Toronto, Canada Parent organization: Toronto–Dominion Bank Subsidiaries: CNH Capital Canada Receivables Trust, TD Canada Trust, Asset Management Arm
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Canada Trust Employees
Employee
Years
Job
Industry
Deepak Pershad Deepak Pershad's Canada Trust Experience August 1997 - February 2000
Job Principal at Insights by Design Clear Analysis. Actionable Insights.
Industry Marketing and Advertising
Experience
Insights by Design Inc. May 2012 - Present
The Right Chord Management Consulting September 2009 - April 2012
TD Bank Financial Group 2006 - October 2009
RBC Financial Group September 2002 - February 2005
The Right Chord Inc. December 2000 - August 2002
Canada Trust August 1997 - February 2000
Canadian Imperial Bank of Commerce August 1995 - August 1997
Kraft Canada Inc. February 1987 - December 1994
J. Walter Thompson Canada February 1981 - August 1986
Benton & Bowles 1979 - 1981
Skills
Media Strategy, Marketing Communications, Media Management, Marketing Strategy, Social Media, Marketing Management, Social Media Marketing, Market Planning, Integrated Marketing, Creative Development, Media Planning, Advertising, Brand Development, Blogging, Management Consulting, Creative Direction, Public Relations, Projects, Connecting People, Networking, Program Management, Change Management, Segmentation, Analytics, Relationship Marketing, Marketing Research, Strategy, B2B Marketing, Digital Marketing, Management, Business Planning, B2B, Creative Strategy, Market Analysis, Cross-functional Team..., Digital Strategy, Direct Marketing, Customer Insight, Brand Awareness, Competitive Analysis, Market Research, Brand Architecture, Strategic Partnerships, Brand Management, Marketing
Education
Queens College
M.A., Communication Studies
eMarketing Association
Certificates, Advanced SEO; Advanced Social Marketing; eMarketing Basics
Insights by Design Inc. May 2012 - Present
The Right Chord Management Consulting September 2009 - April 2012
TD Bank Financial Group 2006 - October 2009
RBC Financial Group September 2002 - February 2005
The Right Chord Inc. December 2000 - August 2002
Canada Trust August 1997 - February 2000
Canadian Imperial Bank of Commerce August 1995 - August 1997
Kraft Canada Inc. February 1987 - December 1994
J. Walter Thompson Canada February 1981 - August 1986
Benton & Bowles 1979 - 1981
Skills
Media Strategy, Marketing Communications, Media Management, Marketing Strategy, Social Media, Marketing Management, Social Media Marketing, Market Planning, Integrated Marketing, Creative Development, Media Planning, Advertising, Brand Development, Blogging, Management Consulting, Creative Direction, Public Relations, Projects, Connecting People, Networking, Program Management, Change Management, Segmentation, Analytics, Relationship Marketing, Marketing Research, Strategy, B2B Marketing, Digital Marketing, Management, Business Planning, B2B, Creative Strategy, Market Analysis, Cross-functional Team..., Digital Strategy, Direct Marketing, Customer Insight, Brand Awareness, Competitive Analysis, Market Research, Brand Architecture, Strategic Partnerships, Brand Management, Marketing
Education
Queens College
M.A., Communication Studies
eMarketing Association
Certificates, Advanced SEO; Advanced Social Marketing; eMarketing Basics
Darryl Knopp Darryl Knopp's Canada Trust Experience March 1992 - November 2000
Job Chief Credit Officer At Grouplend
Industry Management Consulting
Experience
Grouplend November 2014 - Present
SECAF Global January 2014 - Present
Mekong Development Bank June 2011 - August 2013
Freelance Consulting April 2009 - June 2011
PCA Life Insurance Co., Ltd. May 2008 - March 2010
Lehman Brothers January 2007 - April 2008
Shinsei Bank February 2005 - December 2006
Fair Isaac September 2002 - January 2005
President's Choice Bank November 2000 - September 2002
Canada Trust March 1992 - November 2000
Skills
Risk Management, Analytics, Financial Risk, Credit Risk, Credit, Data Modeling, Start-ups, Leadership, Financial Services, Mergers & Acquisitions, Management, Retail Banking, Enterprise Risk..., Market Risk, Credit Cards, Operational Risk, Finance, Portfolio Management, Banking, Strategy, Business Analysis, Business Strategy, Financial Analysis, Financial Modeling
Education
The University of Calgary 1985 — 1993
Bachelor's Degree, Actuarial Science, minor in Commerce
Grouplend November 2014 - Present
SECAF Global January 2014 - Present
Mekong Development Bank June 2011 - August 2013
Freelance Consulting April 2009 - June 2011
PCA Life Insurance Co., Ltd. May 2008 - March 2010
Lehman Brothers January 2007 - April 2008
Shinsei Bank February 2005 - December 2006
Fair Isaac September 2002 - January 2005
President's Choice Bank November 2000 - September 2002
Canada Trust March 1992 - November 2000
Skills
Risk Management, Analytics, Financial Risk, Credit Risk, Credit, Data Modeling, Start-ups, Leadership, Financial Services, Mergers & Acquisitions, Management, Retail Banking, Enterprise Risk..., Market Risk, Credit Cards, Operational Risk, Finance, Portfolio Management, Banking, Strategy, Business Analysis, Business Strategy, Financial Analysis, Financial Modeling
Education
The University of Calgary 1985 — 1993
Bachelor's Degree, Actuarial Science, minor in Commerce
Jason Peters FCSI, Fellow of FPSC™ Jason Peters FCSI, Fellow of FPSC™'s Canada Trust Experience 1996 - 2000
Job Director at Coast Capital Savings
Industry Banking
Experience
Coast Capital Savings November 2013 - Present
Coast Capital Savings March 2010 - November 2013
HSBC Bank Canada March 2008 - March 2010
HSBC Global Asset Management (Canada) Limited February 2007 - March 2008
HSBC Premier and HSBC Private Banking February 2006 - February 2007
CIBC Imperial Service January 2000 - February 2006
Canada Trust 1996 - 2000
Canada Trust 1996 - 2000
Skills
Banking, Retail Banking, Credit, Investments, Risk Management, Credit Risk, Loans, Portfolio Management, Mortgage Lending, Wealth Management, Credit Analysis, Commercial Banking, Finance, Mutual Funds, Relationship Management
Education
The University of British Columbia 2000 — 2004
Bachelor of Arts (B.A.), Economics
Coast Capital Savings November 2013 - Present
Coast Capital Savings March 2010 - November 2013
HSBC Bank Canada March 2008 - March 2010
HSBC Global Asset Management (Canada) Limited February 2007 - March 2008
HSBC Premier and HSBC Private Banking February 2006 - February 2007
CIBC Imperial Service January 2000 - February 2006
Canada Trust 1996 - 2000
Canada Trust 1996 - 2000
Skills
Banking, Retail Banking, Credit, Investments, Risk Management, Credit Risk, Loans, Portfolio Management, Mortgage Lending, Wealth Management, Credit Analysis, Commercial Banking, Finance, Mutual Funds, Relationship Management
Education
The University of British Columbia 2000 — 2004
Bachelor of Arts (B.A.), Economics
Rene Vander Pryt Rene Vander Pryt's Canada Trust Experience January 1986 - January 2001
Job Client Delivery Executive
Industry Information Technology and Services
Experience
Davis + Henderson March 2008 - Present
Filogix Inc January 2007 - March 2008
Filogix Inc May 2004 - January 2007
EDS Canada April 2001 - May 2004
Canada Trust January 1986 - January 2001
Skills
PMP Certified in Sept...., Toastmasters (joined...
Education
St. Clair College 1982 — 1985
Diploma, Computer Programming - 3 yr
Davis + Henderson March 2008 - Present
Filogix Inc January 2007 - March 2008
Filogix Inc May 2004 - January 2007
EDS Canada April 2001 - May 2004
Canada Trust January 1986 - January 2001
Skills
PMP Certified in Sept...., Toastmasters (joined...
Education
St. Clair College 1982 — 1985
Diploma, Computer Programming - 3 yr
Lesley Haibach Lesley Haibach's Canada Trust Experience January 1999 - January 2000
Job Vice President, Loyalty at Ipsos Reid
Industry Market Research
Experience
Ipsos Reid September 2011 - Present
IFOP North America September 2009 - August 2011
Empathica February 2004 - May 2009
TD Bank Financial Group/Canada Trust July 2000 - September 2003
Canada Trust January 1999 - January 2000
Skills
Market Research, Survey Design, CRM, Strategy, Leadership, Analysis, Management, Data Analysis, Training, Program Management, Account Management, Customer Satisfaction, Sales, Business Planning, New Business Development, Customer Experience, Analytics, Marketing Research, Online Research, Project Management
Education
MRIA, CMRP 2005 — 2006
CMRP
Brock University 1991 — 1992
BEd, English
Ryerson University 1986 — 1990
BAA, Hospitatlity and Tourism Management
Walt Disney College 1988 — 1989
BUSINESS APPLICATIONS GRADUATE
Canadian Securities Course
Ipsos Reid September 2011 - Present
IFOP North America September 2009 - August 2011
Empathica February 2004 - May 2009
TD Bank Financial Group/Canada Trust July 2000 - September 2003
Canada Trust January 1999 - January 2000
Skills
Market Research, Survey Design, CRM, Strategy, Leadership, Analysis, Management, Data Analysis, Training, Program Management, Account Management, Customer Satisfaction, Sales, Business Planning, New Business Development, Customer Experience, Analytics, Marketing Research, Online Research, Project Management
Education
MRIA, CMRP 2005 — 2006
CMRP
Brock University 1991 — 1992
BEd, English
Ryerson University 1986 — 1990
BAA, Hospitatlity and Tourism Management
Walt Disney College 1988 — 1989
BUSINESS APPLICATIONS GRADUATE
Canadian Securities Course
Tracey Lundell Tracey Lundell's Canada Trust Experience April 1998 - December 2000
Job Investment Advisor, Sea Glass Wealth Advisory Group
Industry Investment Management
Experience
TD Wealth Private Investment Advice February 2014 - Present
CIBC July 2012 - January 2014
TD Canada Trust February 2010 - July 2012
TD Securities January 2007 - March 2010
TD Canada Trust March 2005 - January 2007
TD Insurance July 2002 - March 2005
TD Canada Trust December 2000 - July 2002
Canada Trust April 1998 - December 2000
BMO Financial Group September 1996 - April 1998
London Life and Balanced Planning August 1995 - September 1996
Skills
Banking, Retail Banking, Financial Services, Commercial Banking, Financial Advisory, Training, Loans, Coaching, Investments, Portfolio Management, Finance, Business Development, Financial Risk, Small Business Lending, Credit, Management, Commercial Mortgages, Retirement Planning, Strategic Financial..., Wealth Management, Mortgage Lending, Relationship Management, Small Business, Team Leadership, Residential Mortgages, Mutual Funds, Insurance, Real Estate Financing, Commercial Lending, Consumer Lending, Credit Analysis, Sales, Foreign Exchange..., Fixed Income, Leadership, Investment Strategies, Retail Banking -..., Community Outreach, People Development, Mentoring, FX Options, Strategic Thinking, Securities, Wealth, Estate Planning, Strategy, Investment Advisory, Wealth Preservation..., Wealth Accumulation..., Downsizing
Education
Canadian Securities Institute 1990 — 2014
IFIC, CSC, PFP, CPH, BMC, WME, CIM (2014)
Chartered Investment Manager 2013 — 2015
CIM Candidate
The University of British Columbia 1990 — 1994
BA
TD Wealth Private Investment Advice February 2014 - Present
CIBC July 2012 - January 2014
TD Canada Trust February 2010 - July 2012
TD Securities January 2007 - March 2010
TD Canada Trust March 2005 - January 2007
TD Insurance July 2002 - March 2005
TD Canada Trust December 2000 - July 2002
Canada Trust April 1998 - December 2000
BMO Financial Group September 1996 - April 1998
London Life and Balanced Planning August 1995 - September 1996
Skills
Banking, Retail Banking, Financial Services, Commercial Banking, Financial Advisory, Training, Loans, Coaching, Investments, Portfolio Management, Finance, Business Development, Financial Risk, Small Business Lending, Credit, Management, Commercial Mortgages, Retirement Planning, Strategic Financial..., Wealth Management, Mortgage Lending, Relationship Management, Small Business, Team Leadership, Residential Mortgages, Mutual Funds, Insurance, Real Estate Financing, Commercial Lending, Consumer Lending, Credit Analysis, Sales, Foreign Exchange..., Fixed Income, Leadership, Investment Strategies, Retail Banking -..., Community Outreach, People Development, Mentoring, FX Options, Strategic Thinking, Securities, Wealth, Estate Planning, Strategy, Investment Advisory, Wealth Preservation..., Wealth Accumulation..., Downsizing
Education
Canadian Securities Institute 1990 — 2014
IFIC, CSC, PFP, CPH, BMC, WME, CIM (2014)
Chartered Investment Manager 2013 — 2015
CIM Candidate
The University of British Columbia 1990 — 1994
BA
Sharon Salkeld, BA, CCP, AECP Sharon Salkeld, BA, CCP, AECP's Canada Trust Experience 1996 - 2000
Job Total Rewards Consultant at Sears Canada
Industry Retail
Experience
Sears Canada July 2014 - Present
Tim Hortons June 2013 - July 2014
TD 2011 - January 2013
TD 2008 - 2011
TD 2000 - 2008
Canada Trust 1996 - 2000
FedEx 1993 - 1995
Canadian Tire 1990 - 1993
Eaton's 1989 - 1990
Skills
Relationship Management, Business Process..., Research and Analysis, Policy & Procedure..., Project and Change..., Executive Program..., Human Resources, Management, Team Building, Performance Management, Employee Engagement, Deferred Compensation, Talent Management, Coaching, Employee Benefits, Project Planning, Banking, Change Management
Education
McGill University 1976 — 1978
Bachelor of Arts, 1978
Sears Canada July 2014 - Present
Tim Hortons June 2013 - July 2014
TD 2011 - January 2013
TD 2008 - 2011
TD 2000 - 2008
Canada Trust 1996 - 2000
FedEx 1993 - 1995
Canadian Tire 1990 - 1993
Eaton's 1989 - 1990
Skills
Relationship Management, Business Process..., Research and Analysis, Policy & Procedure..., Project and Change..., Executive Program..., Human Resources, Management, Team Building, Performance Management, Employee Engagement, Deferred Compensation, Talent Management, Coaching, Employee Benefits, Project Planning, Banking, Change Management
Education
McGill University 1976 — 1978
Bachelor of Arts, 1978
Chris Pires Chris Pires's Canada Trust Experience 1994 - 1998
Job Chef/Owner at Food Inspires
Industry Management Consulting
Experience
Food Inspires 2013 - Present
OPTIMUS SBR April 2005 - November 2011
OPTIMUS SBR 2005 - 2011
TD Canada Trust December 1981 - January 2005
Canada Trust 1994 - 1998
Skills
PMP, Management Consulting, Business Analysis, Six Sigma, Business Process..., Project Management, Leadership Development, Risk Management, Change Management, Process Improvement, Business Strategy, Strategic Planning, Strategy, Program Management, PMO, Governance, Business Planning, Leadership, Team Leadership, SDLC, Management, Banking, Integration, Project Portfolio..., IT Strategy, Business Process, Vendor Management, Business Process..., Business Intelligence, Process Engineering, CRM, Training, Analysis, Consulting, Performance Management
Education
Ryerson University 1981 — 1983
BBM, Accounting & Finance
Food Inspires 2013 - Present
OPTIMUS SBR April 2005 - November 2011
OPTIMUS SBR 2005 - 2011
TD Canada Trust December 1981 - January 2005
Canada Trust 1994 - 1998
Skills
PMP, Management Consulting, Business Analysis, Six Sigma, Business Process..., Project Management, Leadership Development, Risk Management, Change Management, Process Improvement, Business Strategy, Strategic Planning, Strategy, Program Management, PMO, Governance, Business Planning, Leadership, Team Leadership, SDLC, Management, Banking, Integration, Project Portfolio..., IT Strategy, Business Process, Vendor Management, Business Process..., Business Intelligence, Process Engineering, CRM, Training, Analysis, Consulting, Performance Management
Education
Ryerson University 1981 — 1983
BBM, Accounting & Finance
Luisa Hrysio (Persi) Luisa Hrysio (Persi)'s Canada Trust Experience December 1988 - March 1992
Job Offering Life, Health, Group Insurance and Investments. Independent Advisor at DFS Independent Network
Industry Banking
Experience
Desjardins Financial Security March 2013 - Present
TD Financial Group May 2010 - September 2012
TD Financial Group November 2003 - May 2010
TD November 2008 - March 2009
TD December 2000 - October 2003
TD January 1997 - April 2000
TD March 1994 - March 1996
TD March 1992 - March 1994
Canada Trust December 1988 - March 1992
Skills
Retail Banking, Banking, Commercial Banking, Credit, Loans, Small Business Lending, Mortgage Lending, Consumer Lending, New Business Development, Leadership, Coaching, Customer Service, Insurance, Management, Training, Commercial Mortgages, Home Equity Lines of..., Financial Services, Sales, CRM, Investments, Finance, Sales Management, Relationship Management, Lines Of Credit, Residential Mortgages, Credit Analysis, Mutual Funds, Debt Consolidation, Financial Advisory, Risk Management, Branch Management, Wealth Management, Commercial Lending, Strategy, Refinance, Retirement Planning, Credit Risk, Cross Selling, Investment Advisory, Customer Experience, Strategic Financial..., Cash Management, Financial Planning
Education
Seneca College of Applied Arts and Technology 1988 — 1989
honors diploma, Tourism and Travel Services Management
Sacred Heart Catholic High School, Newmarket 1984 — 1987
Diploma, High School
Our Lady of the Annunciation Catholic School 1980 — 1984
elementary
Desjardins Financial Security March 2013 - Present
TD Financial Group May 2010 - September 2012
TD Financial Group November 2003 - May 2010
TD November 2008 - March 2009
TD December 2000 - October 2003
TD January 1997 - April 2000
TD March 1994 - March 1996
TD March 1992 - March 1994
Canada Trust December 1988 - March 1992
Skills
Retail Banking, Banking, Commercial Banking, Credit, Loans, Small Business Lending, Mortgage Lending, Consumer Lending, New Business Development, Leadership, Coaching, Customer Service, Insurance, Management, Training, Commercial Mortgages, Home Equity Lines of..., Financial Services, Sales, CRM, Investments, Finance, Sales Management, Relationship Management, Lines Of Credit, Residential Mortgages, Credit Analysis, Mutual Funds, Debt Consolidation, Financial Advisory, Risk Management, Branch Management, Wealth Management, Commercial Lending, Strategy, Refinance, Retirement Planning, Credit Risk, Cross Selling, Investment Advisory, Customer Experience, Strategic Financial..., Cash Management, Financial Planning
Education
Seneca College of Applied Arts and Technology 1988 — 1989
honors diploma, Tourism and Travel Services Management
Sacred Heart Catholic High School, Newmarket 1984 — 1987
Diploma, High School
Our Lady of the Annunciation Catholic School 1980 — 1984
elementary
Deborah Tieszer Deborah Tieszer's Canada Trust Experience May 1996 - January 1997
Job eProcurement Trainer at Western University
Industry E-Learning
Experience
Western University March 2014 - Present
Schulich School of Medicine & Dentistry, The University of Western Ontario January 2008 - Present
Fanshawe College, Continuing Education 2006 - 2007
Info-Tech Research Group 2004 - 2005
Info-Tech Research Group February 2004 - August 2004
Canada Life Assurance Co. January 1998 - August 2003
TD Canada Trust March 1997 - December 1997
Canada Trust May 1996 - January 1997
Skills
Coaching, Customer Service, E-Learning, Leadership Development, Performance Management, Employee Relations, Talent Management, Team Building, Research, Strategic Planning, Training Delivery, Design Workshops, Employee Engagement, Instructor-led Training, Workshop Facilitation, Hands-on Training, Social Media, Technical Training, Leadership, Employee Training
Education
St. Francis Xavier University 1999 — 2000
Certificate
The University of Western Ontario 1989 — 1992
Bachelor of Arts (B.A.)
Western University March 2014 - Present
Schulich School of Medicine & Dentistry, The University of Western Ontario January 2008 - Present
Fanshawe College, Continuing Education 2006 - 2007
Info-Tech Research Group 2004 - 2005
Info-Tech Research Group February 2004 - August 2004
Canada Life Assurance Co. January 1998 - August 2003
TD Canada Trust March 1997 - December 1997
Canada Trust May 1996 - January 1997
Skills
Coaching, Customer Service, E-Learning, Leadership Development, Performance Management, Employee Relations, Talent Management, Team Building, Research, Strategic Planning, Training Delivery, Design Workshops, Employee Engagement, Instructor-led Training, Workshop Facilitation, Hands-on Training, Social Media, Technical Training, Leadership, Employee Training
Education
St. Francis Xavier University 1999 — 2000
Certificate
The University of Western Ontario 1989 — 1992
Bachelor of Arts (B.A.)
Paula Blenkinsop Paula Blenkinsop's Canada Trust Experience October 1981 - August 1994
Job
Industry
Experience
Hamilton Police Service February 2003 - Present
Hamilton Police Service May 2002 - February 2003
Cartech Automotive Service November 2000 - February 2003
Canada Trust October 1981 - August 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Photoshop, HTML
Education
Mohawk College 1999 — 2001
Business Admin/Accounting
Westmount Secondary School 1978 — 1982
Hamilton Police Service February 2003 - Present
Hamilton Police Service May 2002 - February 2003
Cartech Automotive Service November 2000 - February 2003
Canada Trust October 1981 - August 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Photoshop, HTML
Education
Mohawk College 1999 — 2001
Business Admin/Accounting
Westmount Secondary School 1978 — 1982
Mary Vellani Mary Vellani's Canada Trust Experience 1987 - 1999
Job Area Manager, Business Banking at TD Canada Trust
Industry Banking
Experience
TD Canada Trust December 2009 - Present
TD Canada Trust January 2008 - December 2009
TD Canada Trust April 2005 - December 2008
Canada Trust 1987 - 1999
Skills
Retail Banking, Commercial Banking, Credit, Small Business Lending, Loans, Banking, Coaching, Mortgage Lending, Customer Service, Lines Of Credit, Commercial Lending, Credit Risk, Sales, Commercial Mortgages, Financial Analysis, Consumer Lending, Business Networking, Branch Banking, Small Business, Strategy, Branch Management, Relationship Management
Education
Profit Mastery 2013 — 2013
Accounting and Business Management
Simon Fraser University 2012 — 2012
Accounting
The University of British Columbia 1985 — 1987
Zoology
West Vancouver High School 1980 — 1985
TD Canada Trust December 2009 - Present
TD Canada Trust January 2008 - December 2009
TD Canada Trust April 2005 - December 2008
Canada Trust 1987 - 1999
Skills
Retail Banking, Commercial Banking, Credit, Small Business Lending, Loans, Banking, Coaching, Mortgage Lending, Customer Service, Lines Of Credit, Commercial Lending, Credit Risk, Sales, Commercial Mortgages, Financial Analysis, Consumer Lending, Business Networking, Branch Banking, Small Business, Strategy, Branch Management, Relationship Management
Education
Profit Mastery 2013 — 2013
Accounting and Business Management
Simon Fraser University 2012 — 2012
Accounting
The University of British Columbia 1985 — 1987
Zoology
West Vancouver High School 1980 — 1985
Boris Mirjanic, CFA, CIM, CFP, CSA, B. Mgt Boris Mirjanic, CFA, CIM, CFP, CSA, B. Mgt's Canada Trust Experience 1998 - 2000
Job First Vice President & Portfolio Manager
Industry Investment Management
Experience
Mirjanic Cole Snape Advisory Team, CIBC World Markets August 2012 - Present
BMO Harris Investment Management Inc 2001 - 2012
TD Bank Group 2000 - 2001
Canada Trust 1998 - 2000
ATB Financial 1994 - 1998
Skills
Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Investments, Financial Planning, Investment Advisory, Investment Strategies, Fixed Income, Securities, Asset Allocation, Private Wealth..., Wealth, Derivatives, Retirement, Bonds, Wealth Management..., Strategic Financial..., High Net Worth..., Investment Management, Estate Planning, Relationship Management, Private Banking, Mutual Funds, Finance, Alternative Investments, Financial Planners, Financial Advisory, Hedge Funds, ETFs, Capital Markets, Options, Financial Markets, Equities, Bloomberg, Financial Services, Structured Products
Education
The University of Lethbridge 1991 — 1993
B. Mgmt, Finance
Canadian Securities Institute
Jasper Place
The CFA Institute
Mirjanic Cole Snape Advisory Team, CIBC World Markets August 2012 - Present
BMO Harris Investment Management Inc 2001 - 2012
TD Bank Group 2000 - 2001
Canada Trust 1998 - 2000
ATB Financial 1994 - 1998
Skills
Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Investments, Financial Planning, Investment Advisory, Investment Strategies, Fixed Income, Securities, Asset Allocation, Private Wealth..., Wealth, Derivatives, Retirement, Bonds, Wealth Management..., Strategic Financial..., High Net Worth..., Investment Management, Estate Planning, Relationship Management, Private Banking, Mutual Funds, Finance, Alternative Investments, Financial Planners, Financial Advisory, Hedge Funds, ETFs, Capital Markets, Options, Financial Markets, Equities, Bloomberg, Financial Services, Structured Products
Education
The University of Lethbridge 1991 — 1993
B. Mgmt, Finance
Canadian Securities Institute
Jasper Place
The CFA Institute
Kathy Kenny Kathy Kenny's Canada Trust Experience March 1992 - August 1995
Job AVP, Product Management at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon September 1998 - Present
Canada Trust March 1992 - August 1995
St. Catharines Blue Jays 1985 - 1989
Skills
Product Management, Product Development, Requirements Analysis, Process Improvement, Marketing Communications, Business Relationship..., Client Relationship..., Program Management, Change Management, Cross-functional Team..., Team Leadership, Financial Services, Strategy, Vendor Management, Management, Strategic Partnerships, Business Analysis, Risk Management, Mutual Funds, Business Development, Global Custody, IT Strategy, Securities Lending, Requirements Gathering, Fund Administration, Fund Accounting, Portfolio Management, CRM
Education
Niagara College 1988 — 1991
Diploma, Business Administration - Marketing
CIBC Mellon September 1998 - Present
Canada Trust March 1992 - August 1995
St. Catharines Blue Jays 1985 - 1989
Skills
Product Management, Product Development, Requirements Analysis, Process Improvement, Marketing Communications, Business Relationship..., Client Relationship..., Program Management, Change Management, Cross-functional Team..., Team Leadership, Financial Services, Strategy, Vendor Management, Management, Strategic Partnerships, Business Analysis, Risk Management, Mutual Funds, Business Development, Global Custody, IT Strategy, Securities Lending, Requirements Gathering, Fund Administration, Fund Accounting, Portfolio Management, CRM
Education
Niagara College 1988 — 1991
Diploma, Business Administration - Marketing
Aggie Arlotto's Canada Trust Experience May 1998 - April 2000
Job Senior HR Business Partner, TD Insurance HR
Industry Financial Services
Experience
TD Insurance February 2014 - Present
TD Insurance September 2012 - February 2014
TD Bank Group October 2011 - August 2012
TD Bank Group May 2010 - October 2011
TD Canada Trust May 2009 - May 2010
TD Bank Group May 2002 - May 2009
TD Bank Group April 2000 - May 2002
Canada Trust May 1998 - April 2000
Skills
Relationship Management, Human Resources, Program Management, Risk Management, Deferred Compensation, Performance Management, Banking, Finance, Negotiation, Talent Management, Recruiting, Employee Engagement, Employee Relations, Workforce Planning, Succession Planning, Onboarding, HR Policies, Compensation, Talent Acquisition, Organizational..., Employee Benefits, Organizational Design, Personnel Management, Change Management, Coaching, HR Consulting, New Hire Orientations, Job Evaluation, Training, Leadership Development, Organizational..., Interviews, Career Development, Leadership, Technical Recruiting, Employment Law, Policy, Employee Training, PeopleSoft, Management, Executive Pay, Sourcing, Executive Coaching, Employee Recognition, Retail Banking, Workshop Facilitation, Training Delivery, Career Counseling, Team Building, Process Improvement
Education
Ryerson University 2014 — 2015
CHRP Designation, Human Resources
Wellcoaches 2014 — 2015
Wellness Coach Certification, Health and Wellness, General
Tula Yoga Studio 2011 — 2011
Yoga Teacher Certification, Hatha & Vinyasa Flow
Ryerson University 1994 — 1998
Bachelor of Social Work, Social Work, Counseling, Public Administration
TD Insurance February 2014 - Present
TD Insurance September 2012 - February 2014
TD Bank Group October 2011 - August 2012
TD Bank Group May 2010 - October 2011
TD Canada Trust May 2009 - May 2010
TD Bank Group May 2002 - May 2009
TD Bank Group April 2000 - May 2002
Canada Trust May 1998 - April 2000
Skills
Relationship Management, Human Resources, Program Management, Risk Management, Deferred Compensation, Performance Management, Banking, Finance, Negotiation, Talent Management, Recruiting, Employee Engagement, Employee Relations, Workforce Planning, Succession Planning, Onboarding, HR Policies, Compensation, Talent Acquisition, Organizational..., Employee Benefits, Organizational Design, Personnel Management, Change Management, Coaching, HR Consulting, New Hire Orientations, Job Evaluation, Training, Leadership Development, Organizational..., Interviews, Career Development, Leadership, Technical Recruiting, Employment Law, Policy, Employee Training, PeopleSoft, Management, Executive Pay, Sourcing, Executive Coaching, Employee Recognition, Retail Banking, Workshop Facilitation, Training Delivery, Career Counseling, Team Building, Process Improvement
Education
Ryerson University 2014 — 2015
CHRP Designation, Human Resources
Wellcoaches 2014 — 2015
Wellness Coach Certification, Health and Wellness, General
Tula Yoga Studio 2011 — 2011
Yoga Teacher Certification, Hatha & Vinyasa Flow
Ryerson University 1994 — 1998
Bachelor of Social Work, Social Work, Counseling, Public Administration
Don Oliver Don Oliver's Canada Trust Experience January 1999 - March 2001
Job Sr. Manager Disaster Recovery & Governance at TD Bank Group
Industry Banking
Experience
TD Bank Group May 2011 - Present
TD Bank April 2005 - June 2011
TD Bank March 2001 - April 2005
Canada Trust January 1999 - March 2001
Stocksunds IF September 1996 - February 1998
Nomo Kullager AB September 1995 - February 1998
Täby IK September 1995 - April 1996
London Wildcats September 1994 - May 1995
Florida Hammerheads May 1994 - September 1994
Ånge IK September 1992 - April 1994
Skills
Disaster Recovery, Governance, SDLC, ITIL, Banking, Risk Management, Vendor Management, IT Management, Business Analysis, Change Management, PMP, IT Strategy, Software Documentation, Enterprise Architecture, IT Audit, Requirements Analysis, Project Management, Requirements Gathering, Business Process..., Process Improvement, Program Management, Change Control, Change Integration
Education
The Ohio State University 1987 — 1992
BSc, Business
The Ohio State University Fisher College of Business 1987 — 1991
Bsc, Finance
TD Bank Group May 2011 - Present
TD Bank April 2005 - June 2011
TD Bank March 2001 - April 2005
Canada Trust January 1999 - March 2001
Stocksunds IF September 1996 - February 1998
Nomo Kullager AB September 1995 - February 1998
Täby IK September 1995 - April 1996
London Wildcats September 1994 - May 1995
Florida Hammerheads May 1994 - September 1994
Ånge IK September 1992 - April 1994
Skills
Disaster Recovery, Governance, SDLC, ITIL, Banking, Risk Management, Vendor Management, IT Management, Business Analysis, Change Management, PMP, IT Strategy, Software Documentation, Enterprise Architecture, IT Audit, Requirements Analysis, Project Management, Requirements Gathering, Business Process..., Process Improvement, Program Management, Change Control, Change Integration
Education
The Ohio State University 1987 — 1992
BSc, Business
The Ohio State University Fisher College of Business 1987 — 1991
Bsc, Finance
Maria Kotsoros Maria Kotsoros's Canada Trust Experience 1996 - 1998
Job Tactico Inc.
Industry Financial Services
Experience
Tactico Inc. May 2008 - Present
LOC Information Inc. March 1997 - Present
IC Education 1999 - 2002
Canada Trust 1996 - 1998
Canada Trust 1989 - 1996
Education
McGill University 1987 — 1990
BSc, Physiology
Tactico Inc. May 2008 - Present
LOC Information Inc. March 1997 - Present
IC Education 1999 - 2002
Canada Trust 1996 - 1998
Canada Trust 1989 - 1996
Education
McGill University 1987 — 1990
BSc, Physiology
Raj Babber's Canada Trust Experience 1999 - 2001
Job Mortgage Broker and President of CLN Mortgages
Industry Financial Services
Experience
CLN Mortgages February 2004 - Present
Ontario Mortgage Services 2001 - 2003
Canada Trust 1999 - 2001
CIBC 1998 - 1999
Skills
Debt Consolidation, Home Equity, Refinance, Renewals, Construction, Purchasing, Mortgage Lending, Banking, Finance, Second Mortgages, Home Equity Lines of..., Certified Mortgage..., Residential Mortgages, Construction Loans, Commercial Mortgages, Financial Services, Loans, Rates
Education
Seneca College of Applied Arts and Technology 2003 — 2004
Financial Services Underwriting Diploma, Financial Services Underwriting
York University 1993 — 1997
BBA, Hon, Finance & Accounting
Markham District High School
CLN Mortgages February 2004 - Present
Ontario Mortgage Services 2001 - 2003
Canada Trust 1999 - 2001
CIBC 1998 - 1999
Skills
Debt Consolidation, Home Equity, Refinance, Renewals, Construction, Purchasing, Mortgage Lending, Banking, Finance, Second Mortgages, Home Equity Lines of..., Certified Mortgage..., Residential Mortgages, Construction Loans, Commercial Mortgages, Financial Services, Loans, Rates
Education
Seneca College of Applied Arts and Technology 2003 — 2004
Financial Services Underwriting Diploma, Financial Services Underwriting
York University 1993 — 1997
BBA, Hon, Finance & Accounting
Markham District High School
James Heward James Heward's Canada Trust Experience January 1986 - December 1988
Job President at Heward Investment Management Inc.
Industry Investment Management
Experience
Heward Investment Management Inc. December 1988 - Present
Canada Trust January 1986 - December 1988
Canada Trust September 1983 - May 1986
Skills
Sales, Investments, Venture Capital, Business Development, Private Equity, Wealth Management, Mergers, Mergers & Acquisitions, Valuation, Portfolio Management, New Business Development, Asset Managment, Corporate Governance, Financial Analysis, Due Diligence, Entrepreneurship, Estate Planning
Education
Queen's University 1978 — 1982
BA Hons, Economics/ Geo
Lower Canada College 1968 — 1977
Heward Investment Management Inc. December 1988 - Present
Canada Trust January 1986 - December 1988
Canada Trust September 1983 - May 1986
Skills
Sales, Investments, Venture Capital, Business Development, Private Equity, Wealth Management, Mergers, Mergers & Acquisitions, Valuation, Portfolio Management, New Business Development, Asset Managment, Corporate Governance, Financial Analysis, Due Diligence, Entrepreneurship, Estate Planning
Education
Queen's University 1978 — 1982
BA Hons, Economics/ Geo
Lower Canada College 1968 — 1977
Bill Sutherland Bill Sutherland's Canada Trust Experience March 1999 - February 2000
Job Senior Consultant, Executive Compensation at Towers Watson
Industry Human Resources
Experience
Towers Watson November 2011 - Present
TD Bank October 2007 - May 2011
TD Bank Group February 2006 - October 2007
TD Bank Group February 2003 - January 2006
TD Bank Group January 2002 - February 2003
TD Bank Group February 2000 - January 2002
Canada Trust March 1999 - February 2000
Xerox Canada October 1990 - March 1999
Skills
Incentive Programs, Executive Compensation, Mergers, Compensation, Policy, Deferred Compensation, Executive Pay, Coaching, Leadership, Leadership Development, Compensation & Benefit, Mergers & Acquisitions, Strategy, Personnel Management, Program Management, Management, Analysis
Education
University of North Carolina at Greensboro 1986 — 1989
B.Sc., Information Systems
WorldatWork
Certified Compensation Professional
Towers Watson November 2011 - Present
TD Bank October 2007 - May 2011
TD Bank Group February 2006 - October 2007
TD Bank Group February 2003 - January 2006
TD Bank Group January 2002 - February 2003
TD Bank Group February 2000 - January 2002
Canada Trust March 1999 - February 2000
Xerox Canada October 1990 - March 1999
Skills
Incentive Programs, Executive Compensation, Mergers, Compensation, Policy, Deferred Compensation, Executive Pay, Coaching, Leadership, Leadership Development, Compensation & Benefit, Mergers & Acquisitions, Strategy, Personnel Management, Program Management, Management, Analysis
Education
University of North Carolina at Greensboro 1986 — 1989
B.Sc., Information Systems
WorldatWork
Certified Compensation Professional
Robert Nosworthy, CFP's Canada Trust Experience 1978 - 1995
Job Branch Manager / Financial Advisor at Global Maxfin Investments Inc.
Industry Financial Services
Experience
Vance Financial Group January 2003 - Present
Global Maxfin Investments Inc. June 2002 - Present
The Mutual Group July 1997 - February 1999
Canada Trust 1978 - 1995
Skills
Wealth Management, Financial Planning, Retirement Savings, Investments, Mutual Funds, Insurance, Risk Management, Finance, Employee Benefits
Education
McGill University 1974 — 1975
Computer Programming
Macdonald Cartier Memorial High School
Vance Financial Group January 2003 - Present
Global Maxfin Investments Inc. June 2002 - Present
The Mutual Group July 1997 - February 1999
Canada Trust 1978 - 1995
Skills
Wealth Management, Financial Planning, Retirement Savings, Investments, Mutual Funds, Insurance, Risk Management, Finance, Employee Benefits
Education
McGill University 1974 — 1975
Computer Programming
Macdonald Cartier Memorial High School
Kelli Costigan CIM CSP Kelli Costigan CIM CSP's Canada Trust Experience September 1986 - January 2000
Job Portfolio Manager MD Private Investment Counsel and Coach/Mentor
Industry Investment Management
Experience
MD Private Investment Counsel June 2000 - Present
MD Financial Management January 2000 - Present
TD Canada Trust June 1986 - May 2000
Canada Trust September 1986 - January 2000
Skills
Investments, Portfolio Management, Insurance, Private Banking, Client Service, Asset Management, Investment Strategies, Asset Allocation, Wealth Management, Retirement Planning, Risk Management, Investment Advisory, Financial Analysis, Retirement, Equities, Wealth, Securities, Fixed Income, New Business Development, Valuation, Strategic Planning, Customer Relations, Business Strategy, Sales Management, High Net Worth..., Team Leadership, Coaching, Capital Markets, Account Management, Microsoft Office, Investment Management, Financial Advisory, Financial Risk, Wealth Management..., Bloomberg, Relationship Management, Equity Trading, Leadership Development, Leadership Development..., Executive Team Coaching, Financial Services, Customer Service, Strategic Financial..., Executive Coaching, Educational Leadership, Mentoring New Hires, Team Mentoring, Board of Directors, Training Facilitation, Alternative Investments
Education
St. Francis Xavier University 1982 — 1984
Bachelor's Degree, English and Psychology
Saint Francis Xavier University 1982 — 1984
MD Private Investment Counsel June 2000 - Present
MD Financial Management January 2000 - Present
TD Canada Trust June 1986 - May 2000
Canada Trust September 1986 - January 2000
Skills
Investments, Portfolio Management, Insurance, Private Banking, Client Service, Asset Management, Investment Strategies, Asset Allocation, Wealth Management, Retirement Planning, Risk Management, Investment Advisory, Financial Analysis, Retirement, Equities, Wealth, Securities, Fixed Income, New Business Development, Valuation, Strategic Planning, Customer Relations, Business Strategy, Sales Management, High Net Worth..., Team Leadership, Coaching, Capital Markets, Account Management, Microsoft Office, Investment Management, Financial Advisory, Financial Risk, Wealth Management..., Bloomberg, Relationship Management, Equity Trading, Leadership Development, Leadership Development..., Executive Team Coaching, Financial Services, Customer Service, Strategic Financial..., Executive Coaching, Educational Leadership, Mentoring New Hires, Team Mentoring, Board of Directors, Training Facilitation, Alternative Investments
Education
St. Francis Xavier University 1982 — 1984
Bachelor's Degree, English and Psychology
Saint Francis Xavier University 1982 — 1984
Carol Ferguson MBA, CHRP, SHRP Carol Ferguson MBA, CHRP, SHRP's Canada Trust Experience May 1996 - August 1998
Job Senior Vice President Human Resources at Home Trust Company
Industry Financial Services
Experience
Home Trust Company January 2015 - Present
Home Trust Company August 2013 - 2014
CIBC November 2010 - August 2013
CIBC February 2007 - November 2010
Felix Global Inc. September 2004 - February 2007
Towhey Consulting Group August 1999 - September 2004
Canada Trust May 1996 - August 1998
Scotiabank 1985 - 1995
Skills
Talent Management, Succession Planning, Change Management, Employee Engagement, Leadership Development, Performance Management, Organizational..., Employee Relations, Organizational..., Workforce Planning, Executive Coaching, Coaching, Onboarding, Talent Acquisition, Strategic Planning, Career Management, Career Development, HR Consulting, Leadership, Deferred Compensation, Relationship Management, Human Resources, Organizational Design, Personnel Management, Strategy, Management, Executive Management, Business Strategy, Consulting, Performance Improvement
Education
Royal Roads University 2007 — 2009
MBA, Leadership
University of Toronto - Rotman School of Management 1996 — 1997
Certificate, Human Resources
Home Trust Company January 2015 - Present
Home Trust Company August 2013 - 2014
CIBC November 2010 - August 2013
CIBC February 2007 - November 2010
Felix Global Inc. September 2004 - February 2007
Towhey Consulting Group August 1999 - September 2004
Canada Trust May 1996 - August 1998
Scotiabank 1985 - 1995
Skills
Talent Management, Succession Planning, Change Management, Employee Engagement, Leadership Development, Performance Management, Organizational..., Employee Relations, Organizational..., Workforce Planning, Executive Coaching, Coaching, Onboarding, Talent Acquisition, Strategic Planning, Career Management, Career Development, HR Consulting, Leadership, Deferred Compensation, Relationship Management, Human Resources, Organizational Design, Personnel Management, Strategy, Management, Executive Management, Business Strategy, Consulting, Performance Improvement
Education
Royal Roads University 2007 — 2009
MBA, Leadership
University of Toronto - Rotman School of Management 1996 — 1997
Certificate, Human Resources
Brigette Kocijancic, ABC's Canada Trust Experience 1992 - 1996
Job Senior Director, Communications & Public Affairs at CIBC
Industry Public Relations and Communications
Experience
CIBC August 2015 - Present
CIBC June 2012 - Present
CIBC April 2011 - June 2012
International Association of Business Communicators (Toronto Chapter) June 2010 - July 2011
RBC Dexia Investor Services November 2008 - February 2011
Scotiabank October 2004 - November 2008
Intesa Bank Canada (now HSBC) 2002 - 2004
Fleishman-Hillard 2000 - 2001
Canadian Bankers Association 1997 - 2000
Canada Trust 1992 - 1996
Skills
Strategic Communications, Corporate Communications, Internal Communications, Media Relations, Strategy, Communications Planning, Public Relations, Corporate Social..., Reputation Management, Strategic Planning, Speech Writing, Marketing Communications, Communication Training, Public Affairs, Budgets, Accreditation, Training, Business Strategy, Thought Leadership, Strategic..., Business, Financial Services, Team Leadership, Investor Relations, Risk Management, Recruiting, Messaging, Executive Management, Human Resources, Proposal Writing, Change Management, Stakeholder Management, Training/Mentoring, Crisis Management, Acquisition &..., Corporate Video..., Corporate Social Media
Education
International Association of Business Communicators
Professional Designation, Accredited Business Communicator
Ryerson University
Post-Degree Certificate in Public Relations
Sheridan College
Post-Graduate Diploma in Corporate Communications
York University
Bachelor of Arts Degree
York University
Degree Certificate in Practical Ethics
St. Ignatius of Loyola Secondary School, Oakville, Ontario
CIBC August 2015 - Present
CIBC June 2012 - Present
CIBC April 2011 - June 2012
International Association of Business Communicators (Toronto Chapter) June 2010 - July 2011
RBC Dexia Investor Services November 2008 - February 2011
Scotiabank October 2004 - November 2008
Intesa Bank Canada (now HSBC) 2002 - 2004
Fleishman-Hillard 2000 - 2001
Canadian Bankers Association 1997 - 2000
Canada Trust 1992 - 1996
Skills
Strategic Communications, Corporate Communications, Internal Communications, Media Relations, Strategy, Communications Planning, Public Relations, Corporate Social..., Reputation Management, Strategic Planning, Speech Writing, Marketing Communications, Communication Training, Public Affairs, Budgets, Accreditation, Training, Business Strategy, Thought Leadership, Strategic..., Business, Financial Services, Team Leadership, Investor Relations, Risk Management, Recruiting, Messaging, Executive Management, Human Resources, Proposal Writing, Change Management, Stakeholder Management, Training/Mentoring, Crisis Management, Acquisition &..., Corporate Video..., Corporate Social Media
Education
International Association of Business Communicators
Professional Designation, Accredited Business Communicator
Ryerson University
Post-Degree Certificate in Public Relations
Sheridan College
Post-Graduate Diploma in Corporate Communications
York University
Bachelor of Arts Degree
York University
Degree Certificate in Practical Ethics
St. Ignatius of Loyola Secondary School, Oakville, Ontario
Lance Novak's Canada Trust Experience February 1984 - March 1995
Job Executive Director at Canadian Kennel Club
Industry Nonprofit Organization Management
Experience
Canadian Kennel Club February 2013 - Present
Ontario College of Trades September 2011 - February 2013
Canadian Standards Association September 1995 - August 2010
IAPA 2005 - 2009
Canada Trust February 1984 - March 1995
Skills
Strategic Planning, Energy, Government, Manufacturing, Volunteering, Management, Public Speaking, Construction, Leadership, Training, Coaching, Program Management, Business Development, Negotiation, Strategy, Nonprofits, Project Management, Policy, Governance, Customer Service, Team Building, Organizational..., Project Planning, Leadership Development, Change Management, Budgets, Recruiting, Event Management, Process Improvement, Team Leadership, Employee Relations, Management Consulting, Public Relations, Analysis, Strategic Communications, New Business Development, Business Planning, Proposal Writing, Mergers & Acquisitions, Contract Negotiation, Fundraising, Workshop Facilitation, Association Management, Stakeholder Engagement, Business Strategy, Public Policy, Event Planning, Consensus Building, Executive Management, Policy Analysis
Education
Queen's University 2010 — 2010
Executive Program
University of Toronto - Rotman School of Management 2008 — 2008
Not for Profit Governance Program
Sheridan College 1981 — 1984
Diploma, Business Administration
Canadian Kennel Club February 2013 - Present
Ontario College of Trades September 2011 - February 2013
Canadian Standards Association September 1995 - August 2010
IAPA 2005 - 2009
Canada Trust February 1984 - March 1995
Skills
Strategic Planning, Energy, Government, Manufacturing, Volunteering, Management, Public Speaking, Construction, Leadership, Training, Coaching, Program Management, Business Development, Negotiation, Strategy, Nonprofits, Project Management, Policy, Governance, Customer Service, Team Building, Organizational..., Project Planning, Leadership Development, Change Management, Budgets, Recruiting, Event Management, Process Improvement, Team Leadership, Employee Relations, Management Consulting, Public Relations, Analysis, Strategic Communications, New Business Development, Business Planning, Proposal Writing, Mergers & Acquisitions, Contract Negotiation, Fundraising, Workshop Facilitation, Association Management, Stakeholder Engagement, Business Strategy, Public Policy, Event Planning, Consensus Building, Executive Management, Policy Analysis
Education
Queen's University 2010 — 2010
Executive Program
University of Toronto - Rotman School of Management 2008 — 2008
Not for Profit Governance Program
Sheridan College 1981 — 1984
Diploma, Business Administration
Paul Lehmann Paul Lehmann's Canada Trust Experience 1989 - 1999
Job Mortgage Associate at The Mortgage Resource Company
Industry Financial Services
Experience
The Mortgage Resource Company December 2008 - Present
Office Depot 1999 - 2009
Canada Trust 1989 - 1999
Skills
Mortgage Lending, Investment Properties, Real Estate, Strategic Planning, Credit, New Business Development, Sales, Loans, Negotiation, Customer Service, Sales Management, Selling, Finance, Banking, First Time Home Buyers, Residential Mortgages
Education
University of Calgary 1985 — 1990
BA, Economics
The Mortgage Resource Company December 2008 - Present
Office Depot 1999 - 2009
Canada Trust 1989 - 1999
Skills
Mortgage Lending, Investment Properties, Real Estate, Strategic Planning, Credit, New Business Development, Sales, Loans, Negotiation, Customer Service, Sales Management, Selling, Finance, Banking, First Time Home Buyers, Residential Mortgages
Education
University of Calgary 1985 — 1990
BA, Economics
Bev Wray-Green Bev Wray-Green's Canada Trust Experience 1997 - 2000
Job Consultant, Leadership 360 at CIBC
Industry Banking
Experience
CIBC November 2013 - Present
BWG Consulting November 2013 - Present
TD Bank Group September 2007 - October 2013
TD Canada Trust July 2004 - August 2007
TD Bank Financial Group July 2002 - June 2004
TD Bank August 2000 - July 2002
Canada Trust 1997 - 2000
Skills
Relationship Management, Management, Project Management, Consultative Approach, Banking, Needs Analysis, Adult Education, Influence Others, Negotiation, Training, Performance Management, Coaching, Retail Banking, Leadership, Blended Learning, Financial Services, Risk Management, Business Strategy, Performance Consulting, Vendor Management, Strategic Planning, Change Management
Education
St. Francis Xavier University 1999 — 2000
Certificate, Adult Education
Western University 1981 — 1985
BA, English, Sociology
CIBC November 2013 - Present
BWG Consulting November 2013 - Present
TD Bank Group September 2007 - October 2013
TD Canada Trust July 2004 - August 2007
TD Bank Financial Group July 2002 - June 2004
TD Bank August 2000 - July 2002
Canada Trust 1997 - 2000
Skills
Relationship Management, Management, Project Management, Consultative Approach, Banking, Needs Analysis, Adult Education, Influence Others, Negotiation, Training, Performance Management, Coaching, Retail Banking, Leadership, Blended Learning, Financial Services, Risk Management, Business Strategy, Performance Consulting, Vendor Management, Strategic Planning, Change Management
Education
St. Francis Xavier University 1999 — 2000
Certificate, Adult Education
Western University 1981 — 1985
BA, English, Sociology
Arthur Lam Arthur Lam's Canada Trust Experience October 2010 - July 2011
Job Canada Revenue Agency
Industry Accounting
Experience
Canada Revenue Agency January 2012 - Present
Canada Trust October 2010 - July 2011
City of Vancouver September 2006 - October 2010
Skills
Cisco Certified, Automotive, Digital Photography, Motorsports, Swimming, Accounting, Social Media, Customer Service, Management, Photoshop, Market Research, Business Analysis, HTML, Microsoft Office, Analytics, Financial Accounting
Education
Chartered Professional Accountants Canada 2013 — 2015
CPA
Simon Fraser University 2007 — 2013
Bachelor of Business Administration (BBA)
Killarney Secondary School
Canada Revenue Agency January 2012 - Present
Canada Trust October 2010 - July 2011
City of Vancouver September 2006 - October 2010
Skills
Cisco Certified, Automotive, Digital Photography, Motorsports, Swimming, Accounting, Social Media, Customer Service, Management, Photoshop, Market Research, Business Analysis, HTML, Microsoft Office, Analytics, Financial Accounting
Education
Chartered Professional Accountants Canada 2013 — 2015
CPA
Simon Fraser University 2007 — 2013
Bachelor of Business Administration (BBA)
Killarney Secondary School
Gord Fisher Gord Fisher's Canada Trust Experience 1978 - 2002
Job Senior Manager / Critical Environments / Hewlitt Packard Canada
Industry Information Technology and Services
Experience
ISS Facility Services March 2015 - Present
Centriogic Hosting Sollutions November 2013 - December 2014
Capgemini October 2008 - May 2013
Brookefield Lepage Johnson Controls January 2006 - October 2008
Fusepoint Managed Services 2002 - December 2006
Canada Trust 1978 - 2002
Skills
Call Center, Data Processing, Data Center, Change Management, Facilities Management, Vendor Management, Outsourcing, Project Management, Sla, Project Planning, Service Delivery, Incident Management, Business Continuity, Team Building, Disaster Recovery, IT Service Management, CRM, Enterprise Software, Managed Services, Management, Business Process..., Telecommunications, Six Sigma, Security, Call Centers, Program Management, IT Operations, IT Strategy, ITIL
Education
Southern Alberta Institute of Technology
Plant Engineering Management
ISS Facility Services March 2015 - Present
Centriogic Hosting Sollutions November 2013 - December 2014
Capgemini October 2008 - May 2013
Brookefield Lepage Johnson Controls January 2006 - October 2008
Fusepoint Managed Services 2002 - December 2006
Canada Trust 1978 - 2002
Skills
Call Center, Data Processing, Data Center, Change Management, Facilities Management, Vendor Management, Outsourcing, Project Management, Sla, Project Planning, Service Delivery, Incident Management, Business Continuity, Team Building, Disaster Recovery, IT Service Management, CRM, Enterprise Software, Managed Services, Management, Business Process..., Telecommunications, Six Sigma, Security, Call Centers, Program Management, IT Operations, IT Strategy, ITIL
Education
Southern Alberta Institute of Technology
Plant Engineering Management
Dwayne Polowick Dwayne Polowick's Canada Trust Experience 1998 - 2000
Job Solutions Architect at TD
Industry Banking
Experience
TD March 2015 - Present
TD Bank Group September 2013 - March 2015
TD Bank September 2010 - September 2012
TD Canada Trust February 2008 - September 2010
TD 2006 - 2008
TD 2000 - 2006
Canada Trust 1998 - 2000
Canada Trust 1994 - 1998
Canada Trust 1991 - 1994
Siemens Canada 1984 - 1991
Skills
Websphere, SOA, Middleware, Solution Architecture, WebSphere Application..., DataPower, Integration, Enterprise Architecture, AIX, Disaster Recovery, Application Architecture, DB2, ESB, IBM AIX, Web Services, Troubleshooting, Problem Solving, Virtualization, Architectures, WebSphere Portal, SDLC, Requirements Analysis, IT Strategy, Architecture, Cloud Computing, Private Cloud, Hybrid Cloud, WebSphere
Education
University of Windsor 1981 — 1984
McMaster University 1980 — 1981
TD March 2015 - Present
TD Bank Group September 2013 - March 2015
TD Bank September 2010 - September 2012
TD Canada Trust February 2008 - September 2010
TD 2006 - 2008
TD 2000 - 2006
Canada Trust 1998 - 2000
Canada Trust 1994 - 1998
Canada Trust 1991 - 1994
Siemens Canada 1984 - 1991
Skills
Websphere, SOA, Middleware, Solution Architecture, WebSphere Application..., DataPower, Integration, Enterprise Architecture, AIX, Disaster Recovery, Application Architecture, DB2, ESB, IBM AIX, Web Services, Troubleshooting, Problem Solving, Virtualization, Architectures, WebSphere Portal, SDLC, Requirements Analysis, IT Strategy, Architecture, Cloud Computing, Private Cloud, Hybrid Cloud, WebSphere
Education
University of Windsor 1981 — 1984
McMaster University 1980 — 1981
David Marcil David Marcil's Canada Trust Experience 1988 - 1997
Job Technical Leader Engineering at Cisco WebEx
Industry Information Technology and Services
Experience
Cisco Systems Inc. March 2010 - Present
GeM Solutions Inc February 2006 - February 2010
CompuSven 1997 - 2006
Canada Trust 1988 - 1997
Skills
Cloud Computing, SaaS, PaaS, Puppet, Enterprise Software, High Availability, Leadership, Scalability, Distributed Systems, Cisco Technologies, Virtualization
Education
University of Guelph 1984 — 1988
Cisco Systems Inc. March 2010 - Present
GeM Solutions Inc February 2006 - February 2010
CompuSven 1997 - 2006
Canada Trust 1988 - 1997
Skills
Cloud Computing, SaaS, PaaS, Puppet, Enterprise Software, High Availability, Leadership, Scalability, Distributed Systems, Cisco Technologies, Virtualization
Education
University of Guelph 1984 — 1988
Marco Angelone Marco Angelone's Canada Trust Experience 1997 - 2000
Job Group Account Director at Engage
Industry Marketing and Advertising
Experience
Carlson Wagonlit Travel July 2014 - September 2015
LoyaltyOne 2011 - 2013
LoyaltyOne 2007 - 2011
BMG Columbia House 2005 - 2007
Citibank Canada 2004 - 2005
Citi 2002 - 2004
Davis + Henderson 2000 - 2002
Canada Trust 1997 - 2000
Canada Trust 1990 - 1997
Skills
Loyalty Marketing, Loyalty Programs, CRM, Strategy, Database Marketing, Customer Insight, Direct Marketing, Business Development, Competitive Analysis, Analytics, Marketing Strategy, Segmentation, Product Management, Customer Acquisition, Brand Loyalty, Relationship Marketing, Strategic Planning, Email Marketing, Market Research, Integrated Marketing, Relationship Management, Customer Experience, Strategic Partnerships, E-commerce, Campaign Management, Multi-channel Marketing, Product Marketing, Digital Marketing, Mobile Marketing, Interactive Marketing, Online Marketing, Credit Cards, Marketing Management, Market Planning, Digital Strategy, Partnership Marketing, Financial Services, Brand Development, Account Management, Marketing Communications, Marketing Analytics, Customer Analysis, Vendor Management, Direct Mail, Customer Retention, Brand Management, B2B, Lead Generation, Affiliate Marketing, Leadership
Education
Ryerson University
Bachelor of Commerce (BCom), Marketing with minors in Business Law and Communications
Carlson Wagonlit Travel July 2014 - September 2015
LoyaltyOne 2011 - 2013
LoyaltyOne 2007 - 2011
BMG Columbia House 2005 - 2007
Citibank Canada 2004 - 2005
Citi 2002 - 2004
Davis + Henderson 2000 - 2002
Canada Trust 1997 - 2000
Canada Trust 1990 - 1997
Skills
Loyalty Marketing, Loyalty Programs, CRM, Strategy, Database Marketing, Customer Insight, Direct Marketing, Business Development, Competitive Analysis, Analytics, Marketing Strategy, Segmentation, Product Management, Customer Acquisition, Brand Loyalty, Relationship Marketing, Strategic Planning, Email Marketing, Market Research, Integrated Marketing, Relationship Management, Customer Experience, Strategic Partnerships, E-commerce, Campaign Management, Multi-channel Marketing, Product Marketing, Digital Marketing, Mobile Marketing, Interactive Marketing, Online Marketing, Credit Cards, Marketing Management, Market Planning, Digital Strategy, Partnership Marketing, Financial Services, Brand Development, Account Management, Marketing Communications, Marketing Analytics, Customer Analysis, Vendor Management, Direct Mail, Customer Retention, Brand Management, B2B, Lead Generation, Affiliate Marketing, Leadership
Education
Ryerson University
Bachelor of Commerce (BCom), Marketing with minors in Business Law and Communications
Gary P. Masur Gary P. Masur's Canada Trust Experience 1985 - 1999
Job Recruiting Manager Paying for Performance at TD!!
Industry Banking
Experience
TD Bank March 2006 - Present
TD Canada Trust March 1985 - Present
Canada Trust 1985 - 1999
Skills
Sales Coach, Recruiter, Team Leadership, Sales Presentations, Sales Management, Strategic Planning, Leadership, Sales, Mortgage Lending, Customer Service, Banking, Business Development, Coaching, Contract Negotiation, Credit, Credit Analysis, Customer Experience, Direct Sales, Finance, Financial Analysis, Forecasting, Insurance, Integrated Marketing, Investment Properties, Investments, Loans, Management, Negotiation, New Business Development, Real Estate, Recruiting, Relationship Management, Residential Mortgages, Retail, Selling, Training
Education
The University of Calgary 1983 — 2000
BA
University of Calgary 1983 — 1988
Bachelor's degree
TD Bank March 2006 - Present
TD Canada Trust March 1985 - Present
Canada Trust 1985 - 1999
Skills
Sales Coach, Recruiter, Team Leadership, Sales Presentations, Sales Management, Strategic Planning, Leadership, Sales, Mortgage Lending, Customer Service, Banking, Business Development, Coaching, Contract Negotiation, Credit, Credit Analysis, Customer Experience, Direct Sales, Finance, Financial Analysis, Forecasting, Insurance, Integrated Marketing, Investment Properties, Investments, Loans, Management, Negotiation, New Business Development, Real Estate, Recruiting, Relationship Management, Residential Mortgages, Retail, Selling, Training
Education
The University of Calgary 1983 — 2000
BA
University of Calgary 1983 — 1988
Bachelor's degree
Jefferson Glapski Jefferson Glapski's Canada Trust Experience July 1998 - February 2000
Job
Industry Investment Management
Experience
Alberta Investment Management Corporation (AIMCo) November 2010 - April 2012
BP July 2007 - December 2009
BP August 2005 - August 2007
Bank of Bermuda June 2001 - August 2004
Canada Trust July 1998 - February 2000
Canada Trust January 1996 - June 1998
Canada Trust December 1994 - December 1995
Canada Trust September 1994 - December 1994
Asset / Liability Management Group January 1994 - September 1994
Nichols Applied Management May 1993 - September 1993
Skills
Access, SQL, Bloomberg, Visual Basic, SAS, Microsoft Office, FoxPro, Business Objects, HTML, QRM, Matlab, SPSS, Trading, Valuation, Derivatives, Fixed Income, Portfolio Management, Financial Risk, Options, Hedging, Finance, Risk Management, Financial Analysis, Investments, Financial Modeling, Analysis, Business Analysis, Securities, Corporate Finance
Education
University of Alberta 1991 — 1993
Master of Business Administration, Finance
University of Alberta 1987 — 1991
Bachelor of Arts, Economics
Spruce Grove Composite High School 1983 — 1986
High School Diploma
Alberta Investment Management Corporation (AIMCo) November 2010 - April 2012
BP July 2007 - December 2009
BP August 2005 - August 2007
Bank of Bermuda June 2001 - August 2004
Canada Trust July 1998 - February 2000
Canada Trust January 1996 - June 1998
Canada Trust December 1994 - December 1995
Canada Trust September 1994 - December 1994
Asset / Liability Management Group January 1994 - September 1994
Nichols Applied Management May 1993 - September 1993
Skills
Access, SQL, Bloomberg, Visual Basic, SAS, Microsoft Office, FoxPro, Business Objects, HTML, QRM, Matlab, SPSS, Trading, Valuation, Derivatives, Fixed Income, Portfolio Management, Financial Risk, Options, Hedging, Finance, Risk Management, Financial Analysis, Investments, Financial Modeling, Analysis, Business Analysis, Securities, Corporate Finance
Education
University of Alberta 1991 — 1993
Master of Business Administration, Finance
University of Alberta 1987 — 1991
Bachelor of Arts, Economics
Spruce Grove Composite High School 1983 — 1986
High School Diploma
Richard Hixson Richard Hixson's Canada Trust Experience 1996 - 1999
Job SVP at Wachovia Bank
Industry Information Services
Experience
Wachovia Bank SVPWachovia2004 - Present
Barclays 2010 - 2012
Hixson Associates 2004 - 2007
JPMorgan Chase November 1999 - June 2004
Canada Trust 1996 - 1999
First Union National Bank 1994 - 1996
American Express May 1989 - May 1995
Skills
Analytics, Database Marketing, Risk Management
Education
Syracuse University 1979 — 1981
MS, Mathematics
Wachovia Bank SVPWachovia2004 - Present
Barclays 2010 - 2012
Hixson Associates 2004 - 2007
JPMorgan Chase November 1999 - June 2004
Canada Trust 1996 - 1999
First Union National Bank 1994 - 1996
American Express May 1989 - May 1995
Skills
Analytics, Database Marketing, Risk Management
Education
Syracuse University 1979 — 1981
MS, Mathematics
Karen Hall CFP, R.F.P. Karen Hall CFP, R.F.P.'s Canada Trust Experience 1995 - 1997
Job Vice President, Financial Education and Employer Services at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth 2003 - Present
KH Financial 1997 - 2003
Canada Trust 1995 - 1997
Husky Oil 1981 - 1991
Skills
Investments, Retirement Planning, Pensions, Financial Planners, Investment Management, Personal Finance, Employee Benefits, Retirement, Asset Allocation, Financial Planning, Wealth Management, Estate Planning, Investment Strategies, Mutual Funds, Asset Management, Portfolio Management
Education
Institute of Advanced Financial Planners
R.F.P., Registered Financial Planner
Financial Planning Standards Council
CFP, Certified Financial Planner
University of Calgary 1976 — 1981
B.Sc., Geology with an Economics minor
T.E. Wealth 2003 - Present
KH Financial 1997 - 2003
Canada Trust 1995 - 1997
Husky Oil 1981 - 1991
Skills
Investments, Retirement Planning, Pensions, Financial Planners, Investment Management, Personal Finance, Employee Benefits, Retirement, Asset Allocation, Financial Planning, Wealth Management, Estate Planning, Investment Strategies, Mutual Funds, Asset Management, Portfolio Management
Education
Institute of Advanced Financial Planners
R.F.P., Registered Financial Planner
Financial Planning Standards Council
CFP, Certified Financial Planner
University of Calgary 1976 — 1981
B.Sc., Geology with an Economics minor
Rick Wood, CFP® Rick Wood, CFP®'s Canada Trust Experience 1996 - 1998
Job Vice President Sales and Marketing at SIGHTLINE Pension Solutions
Industry Financial Services
Experience
SIGHTLINE Pension Solutions January 2015 - Present
Global Group Services January 2015 - Present
Canadian Western Trust April 2009 - January 2015
TD Waterhouse October 2005 - April 2009
Seneca College of Applied Arts and Technology 2006 - 2007
Sun Life Financial 1998 - 2005
Canada Trust 1996 - 1998
National Trust 1993 - 1996
Skills
Pensions, Strategic Planning, Financial Services, Investments, Wealth Management, Leadership, Sales & Marketing..., New Business Development, Custodial Services, Trust Services, Defined Contribution, Defined Benefit, Financial Product..., Teaching, Strategic Financial..., Securities, Insurance, Coaching, Football, Certified Financial..., Sports Coaching, Athlete Development, Youth Mentoring, Equities, Portfolio Management, Mutual Funds, Asset Allocation, ETFs, Finance, Retirement Planning, Investment Management, Investment Advisory, Financial Planning
Education
University of Guelph 1988 — 1991
Canadian Institute of Financial Planning
Canadian Securities Institute
SIGHTLINE Pension Solutions January 2015 - Present
Global Group Services January 2015 - Present
Canadian Western Trust April 2009 - January 2015
TD Waterhouse October 2005 - April 2009
Seneca College of Applied Arts and Technology 2006 - 2007
Sun Life Financial 1998 - 2005
Canada Trust 1996 - 1998
National Trust 1993 - 1996
Skills
Pensions, Strategic Planning, Financial Services, Investments, Wealth Management, Leadership, Sales & Marketing..., New Business Development, Custodial Services, Trust Services, Defined Contribution, Defined Benefit, Financial Product..., Teaching, Strategic Financial..., Securities, Insurance, Coaching, Football, Certified Financial..., Sports Coaching, Athlete Development, Youth Mentoring, Equities, Portfolio Management, Mutual Funds, Asset Allocation, ETFs, Finance, Retirement Planning, Investment Management, Investment Advisory, Financial Planning
Education
University of Guelph 1988 — 1991
Canadian Institute of Financial Planning
Canadian Securities Institute
Janet O'Connor's Canada Trust Experience 1980 - 1990
Job Vice President Client Relations
Industry Human Resources
Experience
ACS, a Xerox Company August 2010 - Present
ExcellerateHRO July 2009 - August 2010
EDS April 2005 - June 2009
Towers Perrin January 1990 - March 2005
Canada Trust 1980 - 1990
Canada Permanent 1980 - 1981
Skills
Customer Relations, Process Improvement, Change Management, Performance Management, Team Leadership, Customer Service, Recruiting, Program Management, New Business Development, Operations Management, Business Analysis, Sales Management, Account Management, Leadership, CRM, Outsourcing
Education
Ryerson University 1977 — 1980
Business, Business
ACS, a Xerox Company August 2010 - Present
ExcellerateHRO July 2009 - August 2010
EDS April 2005 - June 2009
Towers Perrin January 1990 - March 2005
Canada Trust 1980 - 1990
Canada Permanent 1980 - 1981
Skills
Customer Relations, Process Improvement, Change Management, Performance Management, Team Leadership, Customer Service, Recruiting, Program Management, New Business Development, Operations Management, Business Analysis, Sales Management, Account Management, Leadership, CRM, Outsourcing
Education
Ryerson University 1977 — 1980
Business, Business
Kim Furlotte Kim Furlotte's Canada Trust Experience May 1996 - January 2000
Job Account Executive at Great West Life
Industry Investment Management
Experience
Great West Life July 2003 - Present
Canada Life Securities Inc. January 2000 - July 2003
Canada Trust May 1996 - January 2000
Skills
Retirement, Investments, Pensions, Mutual Funds, Retirement Planning, Investment Strategies, Asset Allocation, Wealth Management, Financial Services, Asset Management, Relationship Management, Equities, Term Life Insurance
Education
Northern Alberta Institute of Technology 1977 — 1979
Architectural Technology
Canadian Securities Institute
Canadian Securities Course
Financial Planning Standards Council
Certificate in Financial Planning
Great West Life July 2003 - Present
Canada Life Securities Inc. January 2000 - July 2003
Canada Trust May 1996 - January 2000
Skills
Retirement, Investments, Pensions, Mutual Funds, Retirement Planning, Investment Strategies, Asset Allocation, Wealth Management, Financial Services, Asset Management, Relationship Management, Equities, Term Life Insurance
Education
Northern Alberta Institute of Technology 1977 — 1979
Architectural Technology
Canadian Securities Institute
Canadian Securities Course
Financial Planning Standards Council
Certificate in Financial Planning
Michael Krasner, PFP, FMA Michael Krasner, PFP, FMA's Canada Trust Experience May 1997 - August 1999
Job Financial Solutions Provider, Mortgage Alliance Company of Canada/Bridgeforce Financial Group
Industry Financial Services
Experience
Bridgeforce Financial Group 2011 - Present
Mortgage Alliance 2007 - Present
GFN LTD 2007 - 2011
CIBC September 1999 - March 2007
Canada Trust May 1997 - August 1999
Canada Trust 1995 - 1997
Skills
Mortgage Lending, Debt Consolidation, Investments, Residential Mortgages, Refinance, Loans, Portfolio Management, Finance, Real Estate, Commercial Mortgages, Small Business, Retirement Planning, Credit, Mutual Funds, Wealth Management
Education
PMI 2013 — 2014
PMP, Project Management
FSCO ( Oliver Learning) 2007 — 2007
Canadian Life Insurance Licence (LLQP), Insurance, Risk
Canadian Securities Institute 1999 — 2002
Financial Management Advisor, Finance and Financial Management Services
IFIC 1998 — 1998
Mutual Funds Licence, Investments and Securities
Odessa National 'I.I. Mecnikov' University 1992 — 1994
Bachelor's degree, Financial Management and Administration, Banking, Corporate, Finance, and Securities Law
Bridgeforce Financial Group 2011 - Present
Mortgage Alliance 2007 - Present
GFN LTD 2007 - 2011
CIBC September 1999 - March 2007
Canada Trust May 1997 - August 1999
Canada Trust 1995 - 1997
Skills
Mortgage Lending, Debt Consolidation, Investments, Residential Mortgages, Refinance, Loans, Portfolio Management, Finance, Real Estate, Commercial Mortgages, Small Business, Retirement Planning, Credit, Mutual Funds, Wealth Management
Education
PMI 2013 — 2014
PMP, Project Management
FSCO ( Oliver Learning) 2007 — 2007
Canadian Life Insurance Licence (LLQP), Insurance, Risk
Canadian Securities Institute 1999 — 2002
Financial Management Advisor, Finance and Financial Management Services
IFIC 1998 — 1998
Mutual Funds Licence, Investments and Securities
Odessa National 'I.I. Mecnikov' University 1992 — 1994
Bachelor's degree, Financial Management and Administration, Banking, Corporate, Finance, and Securities Law
Sandi Stavropoulos Sandi Stavropoulos's Canada Trust Experience 1985 - 1987
Job Client Services at Allied Global
Industry Financial Services
Experience
Allied Global September 2008 - Present
Allied Global September 2008 - Present
HOMESENSE July 2006 - August 2008
SUNNYBROOK CREDIT UNION September 2001 - October 2003
IBM CREDIT UNION 1988 - 1990
CENTRAL GUARANTY TRUST January 1987 - August 1988
CANADA TRUST 1985 - 1987
Skills
Customer Service, Customer Relations, Call Center, Problem Solving, Negotiation, Banking, Leadership, Credit, Outlook, Risk Management, Customer Retention, Retail, Business Development, Financial Services, Project Planning, System Administration, Accounts Receivable, Budgets, Sales, Microsoft Word, Microsoft Office, Analysis, Customer Satisfaction, Teamwork, Portfolio Management, Finance, Time Management, Strategic Planning, PowerPoint, Credit Risk, Process Improvement, Training, Microsoft Excel, Business Analysis, Call Centers, Financial Analysis, Customer Experience, Performance Management, Loans, Credit Cards, Team Building, Credit Analysis, Management, Forecasting, Team Leadership
Education
Seneca College of Applied Arts and Technology 2011 — 2012
Apprenticeship in Information Technology, Contact Centre Customer Service
Allied Global September 2008 - Present
Allied Global September 2008 - Present
HOMESENSE July 2006 - August 2008
SUNNYBROOK CREDIT UNION September 2001 - October 2003
IBM CREDIT UNION 1988 - 1990
CENTRAL GUARANTY TRUST January 1987 - August 1988
CANADA TRUST 1985 - 1987
Skills
Customer Service, Customer Relations, Call Center, Problem Solving, Negotiation, Banking, Leadership, Credit, Outlook, Risk Management, Customer Retention, Retail, Business Development, Financial Services, Project Planning, System Administration, Accounts Receivable, Budgets, Sales, Microsoft Word, Microsoft Office, Analysis, Customer Satisfaction, Teamwork, Portfolio Management, Finance, Time Management, Strategic Planning, PowerPoint, Credit Risk, Process Improvement, Training, Microsoft Excel, Business Analysis, Call Centers, Financial Analysis, Customer Experience, Performance Management, Loans, Credit Cards, Team Building, Credit Analysis, Management, Forecasting, Team Leadership
Education
Seneca College of Applied Arts and Technology 2011 — 2012
Apprenticeship in Information Technology, Contact Centre Customer Service
Brad Francis Brad Francis's Canada Trust Experience 1995 - 2001
Job Vice President, Consumer Insights at Rogers Communications
Industry Marketing and Advertising
Experience
Rogers Communications 2014 - Present
Rogers Communications 2014 - 2015
Rogers Communications 2014 - 2015
iNtegrity Research & Consulting Inc. 2013 - 2014
TD 2010 - 2013
TD 2005 - 2010
TD 2001 - 2005
Canada Trust 1995 - 2001
Education
University of Guelph
B.A.Sc.
The University of British Columbia
Rogers Communications 2014 - Present
Rogers Communications 2014 - 2015
Rogers Communications 2014 - 2015
iNtegrity Research & Consulting Inc. 2013 - 2014
TD 2010 - 2013
TD 2005 - 2010
TD 2001 - 2005
Canada Trust 1995 - 2001
Education
University of Guelph
B.A.Sc.
The University of British Columbia
Janine Gliener Janine Gliener's Canada Trust Experience 1994 - 2000
Job Marketing & Sales at Acoustics With Design
Industry Marketing and Advertising
Experience
Acoustics With Design August 2013 - Present
Independent 2005 - Present
Centennial College February 2012 - September 2012
Sheridan College 2007 - 2012
TD Bank Financial Group 2002 - 2005
TD Canada Trust 2000 - 2001
Canada Trust 1994 - 2000
CIBC 1988 - 1994
Robin Hood Multifoods ` 1983 - 1988
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Fundraising, Digital Marketing, Strategic Planning, Marketing, Integrated Marketing, Leadership, Strategy, Advertising, Direct Marketing, Market Research, SEO, Social Media, Internal Communications, Management, Entrepreneurship, Cross-functional Team...
Education
University of Toronto - Rotman School of Management
MBA, Marketing, General Management
Ryerson Chang School 2013 — 2014
Certificate in Gerontology
University of Alberta
B. A., Recreation Administration
Jasper Place Composite High School
Acoustics With Design August 2013 - Present
Independent 2005 - Present
Centennial College February 2012 - September 2012
Sheridan College 2007 - 2012
TD Bank Financial Group 2002 - 2005
TD Canada Trust 2000 - 2001
Canada Trust 1994 - 2000
CIBC 1988 - 1994
Robin Hood Multifoods ` 1983 - 1988
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Fundraising, Digital Marketing, Strategic Planning, Marketing, Integrated Marketing, Leadership, Strategy, Advertising, Direct Marketing, Market Research, SEO, Social Media, Internal Communications, Management, Entrepreneurship, Cross-functional Team...
Education
University of Toronto - Rotman School of Management
MBA, Marketing, General Management
Ryerson Chang School 2013 — 2014
Certificate in Gerontology
University of Alberta
B. A., Recreation Administration
Jasper Place Composite High School
Carson Bak's Canada Trust Experience 1994 - 1999
Job Mortgage Broker @ Mortgage Intelligence
Industry Financial Services
Experience
Mortgage Intelligence September 2008 - Present
Canada Trust 1994 - 1999
Skills
Marketing, Leadership, Customer Service, First Time Home Buyers, Banking, Strategic Planning, Team Building, Debt Consolidation, Home Equity, Mortgage Servicing, Financial Analysis, Reverse Mortgages, Negotiation, Home Equity Lines of..., Mortgage Lending, Real Estate, Small Business, Mortgage Marketing, Mortgage Underwriting, Residential Mortgages, Budgets, Refinance, Commercial Mortgages, Credit, Real Estate Financing, Investment Properties, Certified Mortgage..., Loans, Lines Of Credit, Rates, Mortgage Banking, Construction Loans, Second Mortgages, Commercial Lending, Finance, Referrals, Investors, Brokerage, Credit Risk, Residential Homes, Condos, Debt Management, Debt Restructuring, Non-Conforming, Loan Origination, Credit Analysis, Funding, Real Estate Economics, Underwriting, Investments
Education
Queen's University 1985 — 1989
BA, Economics
Mortgage Intelligence September 2008 - Present
Canada Trust 1994 - 1999
Skills
Marketing, Leadership, Customer Service, First Time Home Buyers, Banking, Strategic Planning, Team Building, Debt Consolidation, Home Equity, Mortgage Servicing, Financial Analysis, Reverse Mortgages, Negotiation, Home Equity Lines of..., Mortgage Lending, Real Estate, Small Business, Mortgage Marketing, Mortgage Underwriting, Residential Mortgages, Budgets, Refinance, Commercial Mortgages, Credit, Real Estate Financing, Investment Properties, Certified Mortgage..., Loans, Lines Of Credit, Rates, Mortgage Banking, Construction Loans, Second Mortgages, Commercial Lending, Finance, Referrals, Investors, Brokerage, Credit Risk, Residential Homes, Condos, Debt Management, Debt Restructuring, Non-Conforming, Loan Origination, Credit Analysis, Funding, Real Estate Economics, Underwriting, Investments
Education
Queen's University 1985 — 1989
BA, Economics
Rita Belavich Rita Belavich's Canada Trust Experience 1992 - 1995
Job Design Consultant | Marketing Communications Professional
Industry Design
Experience
Bell Canada 2001 - 2007
Bell Mobility 1999 - 2001
Bell Mobility 1998 - 1999
Bell Mobility 1995 - 1998
Canada Trust 1992 - 1995
Skills
Interior Design, Direct Marketing, Marketing Communications, Marketing Strategy, Customer Retention, Advertising, Customer Service, Digital Marketing, Email Marketing, Marketing, Online Advertising, Online Marketing, Retail, Sales, Social Media Marketing, Trade Shows, Brand Development, Integrated Marketing, Product Marketing, Brand Management, Creative Direction, Corporate Branding
Education
Ryerson University
Marketing Communications
Sheffield School
Interior Design
Sheridan College
Business Administration
Bell Canada 2001 - 2007
Bell Mobility 1999 - 2001
Bell Mobility 1998 - 1999
Bell Mobility 1995 - 1998
Canada Trust 1992 - 1995
Skills
Interior Design, Direct Marketing, Marketing Communications, Marketing Strategy, Customer Retention, Advertising, Customer Service, Digital Marketing, Email Marketing, Marketing, Online Advertising, Online Marketing, Retail, Sales, Social Media Marketing, Trade Shows, Brand Development, Integrated Marketing, Product Marketing, Brand Management, Creative Direction, Corporate Branding
Education
Ryerson University
Marketing Communications
Sheffield School
Interior Design
Sheridan College
Business Administration
Jo-Anne Pietrantonio Jo-Anne Pietrantonio's Canada Trust Experience 1980 - 1983
Job Mortgage Agent at Mortgage Intelligence
Industry Financial Services
Experience
Mortgage Intelligence February 2007 - Present
Sears Canada September 2002 - February 2007
R. Moroz Ltd 1993 - 1995
Sameday Right-O-Way 1989 - 1993
Cottrell Air Freight 1985 - 1989
Royal Trust 1983 - 1985
Canada Trust 1980 - 1983
Skills
Mortgage, First Time Buyers, Credit, Residential Mortgages, Mortgage Industry, Refinance, Mortgage Lending, Home Equity Lines of..., First Time Home Buyers, Purchase, Debt Consolidation, Renewals, Mortgage Planning
Education
Mohawk College 1978 — 1980
General Business, Business, Marketing, Fashion Design
Seneca College of Applied Arts and Technology
CIMBL Mortgage Finance
Sheridan College
Psychology
Mortgage Intelligence February 2007 - Present
Sears Canada September 2002 - February 2007
R. Moroz Ltd 1993 - 1995
Sameday Right-O-Way 1989 - 1993
Cottrell Air Freight 1985 - 1989
Royal Trust 1983 - 1985
Canada Trust 1980 - 1983
Skills
Mortgage, First Time Buyers, Credit, Residential Mortgages, Mortgage Industry, Refinance, Mortgage Lending, Home Equity Lines of..., First Time Home Buyers, Purchase, Debt Consolidation, Renewals, Mortgage Planning
Education
Mohawk College 1978 — 1980
General Business, Business, Marketing, Fashion Design
Seneca College of Applied Arts and Technology
CIMBL Mortgage Finance
Sheridan College
Psychology
Jerome Zeyen Jerome Zeyen's Canada Trust Experience 1997 - 2000
Job Executive Coach and Consultant
Industry Human Resources
Experience
LHH Knightsbridge 2009 - Present
InsightHR Consulting 2008 - Present
Leaders Matter, LLC November 2010 - February 2013
Aviva Canada 2006 - 2008
BCE Corporate Services (Bell Canada) 2004 - 2006
BCE Corporate Services (Bell Canada) 2003 - 2004
Bell Expressvu 2001 - 2003
Canada Trust 1997 - 2000
the Wellesley Hospital 1991 - 1995
Skills
Executive Coaching, Coaching, Leadership Development, Leadership, Talent Management, Organizational..., Change Management, Human Resources, Culture Change, Succession Planning, Employee Engagement, Organizational..., Personal Development, Project Management, Career Counseling, Strategy, Management
Education
CTI - Coaches Training Institute 2009 — 2010
CPCC, Coaching
HR Professional Association of Ontario
CHRP, Certified HR Professional
Seneca College of Applied Arts and Technology 1990 — 1991
HRM Graduate Cert, Human Resource
Trent University 1987 — 1990
BA, Psychology
Institute of Coaching Professional Association
Latest Research in Coaching
St. Peter's Peterborough, ontario
LHH Knightsbridge 2009 - Present
InsightHR Consulting 2008 - Present
Leaders Matter, LLC November 2010 - February 2013
Aviva Canada 2006 - 2008
BCE Corporate Services (Bell Canada) 2004 - 2006
BCE Corporate Services (Bell Canada) 2003 - 2004
Bell Expressvu 2001 - 2003
Canada Trust 1997 - 2000
the Wellesley Hospital 1991 - 1995
Skills
Executive Coaching, Coaching, Leadership Development, Leadership, Talent Management, Organizational..., Change Management, Human Resources, Culture Change, Succession Planning, Employee Engagement, Organizational..., Personal Development, Project Management, Career Counseling, Strategy, Management
Education
CTI - Coaches Training Institute 2009 — 2010
CPCC, Coaching
HR Professional Association of Ontario
CHRP, Certified HR Professional
Seneca College of Applied Arts and Technology 1990 — 1991
HRM Graduate Cert, Human Resource
Trent University 1987 — 1990
BA, Psychology
Institute of Coaching Professional Association
Latest Research in Coaching
St. Peter's Peterborough, ontario
Kathryn Bennett Kathryn Bennett's Canada Trust Experience August 1989 - July 1994
Job Senior Regional Sales Director at Desjardins Insurance
Industry Financial Services
Experience
Desjardins Insurance 2011 - Present
MD Insurance Agency Limited January 2008 - April 2011
Kathryn Bennett, Barrister & Solicitor October 2005 - June 2008
Pallett Valo LLP October 2004 - October 2005
RBC Dominion Securities October 2003 - October 2004
Aird & Berlis LLP July 2002 - October 2003
Sun Life Financial August 1998 - July 2002
Canada Life July 1994 - August 1998
Canada Trust August 1989 - July 1994
Skills
Trusts, Estate Planning, Wealth Management, Retirement Planning, Investments, Insurance, Strategic Financial..., Financial Planners, Retirement, Mutual Funds, Financial Advisory, Wills, Succession Planning, Financial Services, Estate Administration, Life Insurance, Tax, High Net Worth..., Small Business, Strategy, Leadership, Investment Advisory, Pensions, Wealth, Wealth Management..., Fixed Annuities, Long-term Care, Investment Strategies, Disability Insurance, Financial Planning
Education
York University - Osgoode Hall Law School 1978 — 1983
LL.B.
University of Virginia 1976 — 1978
M.A. (incomplete)
State University of New York College at Brockport 1973 — 1976
B.A. (magna cum laude)
Desjardins Insurance 2011 - Present
MD Insurance Agency Limited January 2008 - April 2011
Kathryn Bennett, Barrister & Solicitor October 2005 - June 2008
Pallett Valo LLP October 2004 - October 2005
RBC Dominion Securities October 2003 - October 2004
Aird & Berlis LLP July 2002 - October 2003
Sun Life Financial August 1998 - July 2002
Canada Life July 1994 - August 1998
Canada Trust August 1989 - July 1994
Skills
Trusts, Estate Planning, Wealth Management, Retirement Planning, Investments, Insurance, Strategic Financial..., Financial Planners, Retirement, Mutual Funds, Financial Advisory, Wills, Succession Planning, Financial Services, Estate Administration, Life Insurance, Tax, High Net Worth..., Small Business, Strategy, Leadership, Investment Advisory, Pensions, Wealth, Wealth Management..., Fixed Annuities, Long-term Care, Investment Strategies, Disability Insurance, Financial Planning
Education
York University - Osgoode Hall Law School 1978 — 1983
LL.B.
University of Virginia 1976 — 1978
M.A. (incomplete)
State University of New York College at Brockport 1973 — 1976
B.A. (magna cum laude)
Linda Stalker Linda Stalker's Canada Trust Experience 1986 - 1998
Job Wealth Advisory Services at Henderson Partners LLP
Industry Financial Services
Experience
Henderson Partners LLP June 2005 - Present
RBC Dominion Securities 2003 - 2005
Merrill Lynch June 2000 - June 2003
Bank of Montreal November 1998 - April 2000
Canada Trust 1986 - 1998
Skills
Wealth Management, Estate Planning, High Net Worth..., Financial Planning, Retirement Planning, Small Business, Family Office, Investment Advisory, Strategic Financial..., Investment Management, Investment Strategies, Investments, Finance, Insurance, Financial Services, Wealth, Financial Advisory, Life Insurance
Education
Queen's University 1985 — 1989
Honours BA, Pyschology
The University of Western Ontario 1982 — 1984
Henderson Partners LLP June 2005 - Present
RBC Dominion Securities 2003 - 2005
Merrill Lynch June 2000 - June 2003
Bank of Montreal November 1998 - April 2000
Canada Trust 1986 - 1998
Skills
Wealth Management, Estate Planning, High Net Worth..., Financial Planning, Retirement Planning, Small Business, Family Office, Investment Advisory, Strategic Financial..., Investment Management, Investment Strategies, Investments, Finance, Insurance, Financial Services, Wealth, Financial Advisory, Life Insurance
Education
Queen's University 1985 — 1989
Honours BA, Pyschology
The University of Western Ontario 1982 — 1984
Lorrie Corbeth Lorrie Corbeth's Canada Trust Experience September 1990 - January 1999
Job Owner; Creative Change Interior Design Services
Industry Design
Experience
Creative Change - Interior Design Services 2001 - Present
Canada Trust September 1990 - January 1999
Skills
Pillows, Window Treatments, Draperies, Window Coverings, Bedding, Blinds, Accessorizing, Upholstery, Shades, Furnishings, Flooring, Custom Furniture, Space-planning, Floor Plans, Furniture, Carpet, Art, Interior Design, Bathrooms
Education
Sheridan College 1998 — 2001
Diploma, Interior Design
Creative Change - Interior Design Services 2001 - Present
Canada Trust September 1990 - January 1999
Skills
Pillows, Window Treatments, Draperies, Window Coverings, Bedding, Blinds, Accessorizing, Upholstery, Shades, Furnishings, Flooring, Custom Furniture, Space-planning, Floor Plans, Furniture, Carpet, Art, Interior Design, Bathrooms
Education
Sheridan College 1998 — 2001
Diploma, Interior Design
Gary Ferris Gary Ferris's Canada Trust Experience 1971 - 1997
Job RETIRED at TakinItEasy
Industry Banking
Experience
TakinItEasy 2012 - Present
Acxsys/Interac 2010 - Present
G. Ferris July 2008 - February 2009
TNS Group of Companies October 2007 - July 2008
Scotiabank October 2006 - July 2007
Canadian Bankers Association May 2001 - October 2006
Vitex, Inc. 1998 - 1999
Canada Trust 1971 - 1997
Skills
Banking, Credit Cards, Financial Services, Payment Systems, Payments, Product Management, Debit Cards, Portfolio Management, Core Banking
Education
Ryerson University 1972 — 1978
BA, Business
TakinItEasy 2012 - Present
Acxsys/Interac 2010 - Present
G. Ferris July 2008 - February 2009
TNS Group of Companies October 2007 - July 2008
Scotiabank October 2006 - July 2007
Canadian Bankers Association May 2001 - October 2006
Vitex, Inc. 1998 - 1999
Canada Trust 1971 - 1997
Skills
Banking, Credit Cards, Financial Services, Payment Systems, Payments, Product Management, Debit Cards, Portfolio Management, Core Banking
Education
Ryerson University 1972 — 1978
BA, Business
Julie Simms Julie Simms's Canada Trust Experience November 1988 - February 1998
Job Team Coordinator at TD Securities
Industry Financial Services
Experience
TD Securities April 2009 - Present
Barclays Global Investors Canada Limited March 1998 - March 2009
Canada Trust November 1988 - February 1998
IBM Canada Ltd. April 1986 - November 1988
Skills
•Over 25 years of..., •5 years experience in..., •15 years extensive..., •Working knowledge of..., •Working knowledge of..., Asset Management, Equities, Financial Services, Fixed Income, Leadership, Management, Investments, Portfolio Management, Banking, Customer Service, Hedge Funds, Accounting, Trading, Wealth Management, Mutual Funds
Education
Toronto School of Business 1987 — 1987
Diploma, Accounting and Computers
TD Securities April 2009 - Present
Barclays Global Investors Canada Limited March 1998 - March 2009
Canada Trust November 1988 - February 1998
IBM Canada Ltd. April 1986 - November 1988
Skills
•Over 25 years of..., •5 years experience in..., •15 years extensive..., •Working knowledge of..., •Working knowledge of..., Asset Management, Equities, Financial Services, Fixed Income, Leadership, Management, Investments, Portfolio Management, Banking, Customer Service, Hedge Funds, Accounting, Trading, Wealth Management, Mutual Funds
Education
Toronto School of Business 1987 — 1987
Diploma, Accounting and Computers
Jeff Gilson PMP, ITIL's Canada Trust Experience April 1991 - July 1999
Job Manager Applications Operations & Services at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2013 - Present
The Economical Insurance Group October 2009 - October 2012
The Economical Insurance Group December 2004 - October 2009
The Economical Insurance Group July 2003 - December 2004
Gilscan Solutions January 2003 - July 2003
Metafore July 1999 - December 2002
Canada Trust April 1991 - July 1999
Skills
Insurance, ITIL Certified, COBIT, Change Management, Release Management, Incident Management, Problem Management, Service Management, SDLC, Software Project..., DB2, Business Analysis, Business Requirements, Process Improvement, ITIL, Requirements Analysis, Vendor Management, Requirements Gathering, Project Delivery, Software Documentation, IT Service Management
Education
Mohawk College
Data Processing Diploma
Sun Life Financial March 2013 - Present
The Economical Insurance Group October 2009 - October 2012
The Economical Insurance Group December 2004 - October 2009
The Economical Insurance Group July 2003 - December 2004
Gilscan Solutions January 2003 - July 2003
Metafore July 1999 - December 2002
Canada Trust April 1991 - July 1999
Skills
Insurance, ITIL Certified, COBIT, Change Management, Release Management, Incident Management, Problem Management, Service Management, SDLC, Software Project..., DB2, Business Analysis, Business Requirements, Process Improvement, ITIL, Requirements Analysis, Vendor Management, Requirements Gathering, Project Delivery, Software Documentation, IT Service Management
Education
Mohawk College
Data Processing Diploma
Sal Di Fede Sal Di Fede's Canada Trust Experience June 1994 - September 1998
Job Mortgage Specialist at BMO Bank of Montreal
Industry Financial Services
Experience
BMO Bank of Montreal January 2013 - Present
Royal Bank of Canada June 2009 - January 2013
Scotiabank March 2005 - June 2009
CIBC September 1998 - March 2005
Canada Trust June 1994 - September 1998
National Trust April 1985 - May 1994
Skills
Mortgage Lending, Residential Mortgages, Refinance, mortgage switch, finacning investment..., builder mortgages, First Time Home Buyers, self employed mortgage..., Credit Analysis, Banking, Loans, Retail Banking, Underwriting, Debt Consolidation, Home Equity Lines of..., Credit, Commercial Mortgages, Sales
Education
Seneca College of Applied Arts and Technology
Business Administration
BMO Bank of Montreal January 2013 - Present
Royal Bank of Canada June 2009 - January 2013
Scotiabank March 2005 - June 2009
CIBC September 1998 - March 2005
Canada Trust June 1994 - September 1998
National Trust April 1985 - May 1994
Skills
Mortgage Lending, Residential Mortgages, Refinance, mortgage switch, finacning investment..., builder mortgages, First Time Home Buyers, self employed mortgage..., Credit Analysis, Banking, Loans, Retail Banking, Underwriting, Debt Consolidation, Home Equity Lines of..., Credit, Commercial Mortgages, Sales
Education
Seneca College of Applied Arts and Technology
Business Administration
Andrew Storey Andrew Storey's Canada Trust Experience 1997 - 1999
Job VP, Decision Sciences at Scotiabank
Industry Banking
Experience
Scotiabank June 2014 - Present
Scotiabank September 2010 - June 2014
Scotiabank April 2007 - September 2010
Scotiabank 2001 - 2007
Scotiabank 2000 - 2001
CIBC 1999 - 2000
Canada Trust 1997 - 1999
Canadian Airlines 1996 - 1997
Skills
Analytics, Operations Research, Statistics, Risk Management, Direct Marketing, Predictive Modeling, Strategy, Customer Analysis, Customer Insight, Leadership, Segmentation, Business Intelligence, Banking, Strategic Planning, Cross-functional Team..., Predictive Analytics, Forecasting, Data Analysis, Business Analytics, Analysis, Business Planning, Business Analysis, SAS, Financial Risk, Financial Modeling, Data Mining, Portfolio Management, Financial Services, Competitive Analysis, Market Analysis, Financial Analysis, CRM, Market Research, Business Strategy, Competitive Intelligence
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education, RMA/Wharton Advanced Risk Management Program
Ryerson University 2000 — 2001
Certificate, Computer Software Engineering
Wilfrid Laurier University 1994 — 1996
Masters of Arts, Economics
University of Manitoba 1990 — 1994
Bachelor of Arts, Honours Economics
Scotiabank June 2014 - Present
Scotiabank September 2010 - June 2014
Scotiabank April 2007 - September 2010
Scotiabank 2001 - 2007
Scotiabank 2000 - 2001
CIBC 1999 - 2000
Canada Trust 1997 - 1999
Canadian Airlines 1996 - 1997
Skills
Analytics, Operations Research, Statistics, Risk Management, Direct Marketing, Predictive Modeling, Strategy, Customer Analysis, Customer Insight, Leadership, Segmentation, Business Intelligence, Banking, Strategic Planning, Cross-functional Team..., Predictive Analytics, Forecasting, Data Analysis, Business Analytics, Analysis, Business Planning, Business Analysis, SAS, Financial Risk, Financial Modeling, Data Mining, Portfolio Management, Financial Services, Competitive Analysis, Market Analysis, Financial Analysis, CRM, Market Research, Business Strategy, Competitive Intelligence
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Education, RMA/Wharton Advanced Risk Management Program
Ryerson University 2000 — 2001
Certificate, Computer Software Engineering
Wilfrid Laurier University 1994 — 1996
Masters of Arts, Economics
University of Manitoba 1990 — 1994
Bachelor of Arts, Honours Economics
Mark A Rizzo C.Dir. Mark A Rizzo C.Dir.'s Canada Trust Experience May 1985 - December 1989
Job Vice President, Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy December 2001 - Present
Ontario Hospital Association November 2013 - Present
The Hamilton Club February 2013 - February 2014
Hamilton Health Sciences June 2011 - June 2013
Merrill Lynch December 1998 - December 2001
Midland Walwyn December 1992 - December 1998
Burns Fry January 1990 - December 1992
Canada Trust May 1985 - December 1989
Skills
Portfolio Management, Securities, Investment Strategies, Risk Management, Strategic Financial..., Investments, Strategic Planning, Corporate Governance, Business Planning, Financial Analysis, Governance, Budgets, Program Management, Banking, Financial Services, Mergers & Acquisitions, Mutual Funds, Investment Banking, Corporate Finance, Asset Management
Education
McMaster University 2006 — 2007
Chartered Director
McMaster University 1983 — 1986
BA
CIBC Wood Gundy December 2001 - Present
Ontario Hospital Association November 2013 - Present
The Hamilton Club February 2013 - February 2014
Hamilton Health Sciences June 2011 - June 2013
Merrill Lynch December 1998 - December 2001
Midland Walwyn December 1992 - December 1998
Burns Fry January 1990 - December 1992
Canada Trust May 1985 - December 1989
Skills
Portfolio Management, Securities, Investment Strategies, Risk Management, Strategic Financial..., Investments, Strategic Planning, Corporate Governance, Business Planning, Financial Analysis, Governance, Budgets, Program Management, Banking, Financial Services, Mergers & Acquisitions, Mutual Funds, Investment Banking, Corporate Finance, Asset Management
Education
McMaster University 2006 — 2007
Chartered Director
McMaster University 1983 — 1986
BA
Linda Parry Linda Parry's Canada Trust Experience 1986 - 1997
Job Director, Client Services at Bark Communications
Industry Marketing and Advertising
Experience
Fanshawe College September 2008 - Present
Bark Communications March 2006 - Present
CAMA Ontario 2002 - 2006
Osborn & Barr 2001 - 2006
Venture Communications 2001 - 2004
Canada Trust 1986 - 1997
Skills
Marketing Communications, Strategic Planning, Social Media, Social Media Marketing, Public Speaking, Marketing Strategy, Advertising, Corporate Communications, Market Research, Integrated Marketing, Event Management, Digital Marketing, Event Planning, Public Relations, Marketing
Education
McMaster University 1982 — 1986
Bachelor of Commerce, Marketing
Loretto High School 1978 — 1982
Fanshawe College September 2008 - Present
Bark Communications March 2006 - Present
CAMA Ontario 2002 - 2006
Osborn & Barr 2001 - 2006
Venture Communications 2001 - 2004
Canada Trust 1986 - 1997
Skills
Marketing Communications, Strategic Planning, Social Media, Social Media Marketing, Public Speaking, Marketing Strategy, Advertising, Corporate Communications, Market Research, Integrated Marketing, Event Management, Digital Marketing, Event Planning, Public Relations, Marketing
Education
McMaster University 1982 — 1986
Bachelor of Commerce, Marketing
Loretto High School 1978 — 1982
Descia Milinkovich Descia Milinkovich's Canada Trust Experience 1994 - 2001
Job Senior Vice President, Institutional Sales at Northern Trust Company, Canada
Industry Financial Services
Experience
Northern Trust Company, Canada March 2014 - Present
State Street April 2006 - March 2014
SunLife Financial July 2001 - March 2006
TD Canada Trust (formerly Canada Trust) August 1994 - June 2001
Canada Trust 1994 - 2001
Skills
New Business Development, Global Relationship..., Financial Services, Mutual Funds, Portfolio Management, Retirement, Sales Process, Sales Management, Investments, Leadership, Business Development, Sales, Management, Integrated Marketing, Due Diligence, Accounting, Risk Management, Trading, Equities, Asset Management
Education
Ryerson University 1988 — 1989
Diploma, Marketing Management
Northern Trust Company, Canada March 2014 - Present
State Street April 2006 - March 2014
SunLife Financial July 2001 - March 2006
TD Canada Trust (formerly Canada Trust) August 1994 - June 2001
Canada Trust 1994 - 2001
Skills
New Business Development, Global Relationship..., Financial Services, Mutual Funds, Portfolio Management, Retirement, Sales Process, Sales Management, Investments, Leadership, Business Development, Sales, Management, Integrated Marketing, Due Diligence, Accounting, Risk Management, Trading, Equities, Asset Management
Education
Ryerson University 1988 — 1989
Diploma, Marketing Management
Caren Kelley's Canada Trust Experience September 1980 - December 1992
Job Realtor at Re/max House of Real Estate
Industry Real Estate
Experience
Re/max House of Real Estate January 2008 - Present
CIR REALTY October 2002 - December 2007
First Calgary Financial January 1993 - June 2002
Canada Trust September 1980 - December 1992
Skills
Single Family Homes, Condos, Listings, First Time Home Buyers, Relocation, Residential Homes, Referrals, Townhomes, Brokerage, Seniors, New Home Sales, Buyer Representation, Real Property, Relocation Buyers, New Homes, Buyers, Acreage, Seller Representation, Income Properties, Investors, Foreclosures, ABR, Sellers
Education
Mount Royal College
Real Estate
Viscount Bennett H. S.
Re/max House of Real Estate January 2008 - Present
CIR REALTY October 2002 - December 2007
First Calgary Financial January 1993 - June 2002
Canada Trust September 1980 - December 1992
Skills
Single Family Homes, Condos, Listings, First Time Home Buyers, Relocation, Residential Homes, Referrals, Townhomes, Brokerage, Seniors, New Home Sales, Buyer Representation, Real Property, Relocation Buyers, New Homes, Buyers, Acreage, Seller Representation, Income Properties, Investors, Foreclosures, ABR, Sellers
Education
Mount Royal College
Real Estate
Viscount Bennett H. S.
Janet Bray Janet Bray's Canada Trust Experience April 1998 - April 2000
Job Director, Business Marketing Canada at Broadridge Financial Solutions
Industry Marketing and Advertising
Experience
Broadridge Financial Solutions March 2012 - Present
Meridian Credit Union February 2011 - March 2012
Scotiabank January 2008 - December 2011
CIBC, RBC, Blumont, Franklin Templeton February 2004 - December 2007
TD Mutual Funds April 2000 - August 2003
Canada Trust April 1998 - April 2000
Canada Trust January 1996 - January 1998
Skills
Financial Services, Strategy, Product Management, Marketing Strategy, Segmentation, Integrated Marketing, Strategic Planning, Direct Marketing, Mutual Funds, Product Marketing, Marketing, Social Media Marketing, Brand Development, Management, Leadership, Sales Operations, Project Management, Business Planning, Marketing Communications, Sales, Program Management, Change Management, Mergers & Acquisitions, Internal Communications
Education
Dale Carnegie Training Institute
Institute of Canadian Bankers
Queen Elizabeth Park High School
Sheridan College
Business Diploma, with; Marketing and Finance
Broadridge Financial Solutions March 2012 - Present
Meridian Credit Union February 2011 - March 2012
Scotiabank January 2008 - December 2011
CIBC, RBC, Blumont, Franklin Templeton February 2004 - December 2007
TD Mutual Funds April 2000 - August 2003
Canada Trust April 1998 - April 2000
Canada Trust January 1996 - January 1998
Skills
Financial Services, Strategy, Product Management, Marketing Strategy, Segmentation, Integrated Marketing, Strategic Planning, Direct Marketing, Mutual Funds, Product Marketing, Marketing, Social Media Marketing, Brand Development, Management, Leadership, Sales Operations, Project Management, Business Planning, Marketing Communications, Sales, Program Management, Change Management, Mergers & Acquisitions, Internal Communications
Education
Dale Carnegie Training Institute
Institute of Canadian Bankers
Queen Elizabeth Park High School
Sheridan College
Business Diploma, with; Marketing and Finance
John Brown, CFP, CIM John Brown, CFP, CIM's Canada Trust Experience January 1989 - November 1997
Job Investment Advisor & Financial Planner
Industry Investment Management
Experience
BMO Nesbitt Burns May 2010 - Present
MD Management Ltd December 1997 - April 2010
Canada Trust January 1989 - November 1997
Skills
Retirement Planning, Financial Planning, Estate Planning, Insurance Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Investment Strategies, Certified Financial..., Equities, Fixed Income, Financial Advisory
Education
Canadian Securities Institute 1993 — 2007
CIM
Simon Fraser University 1986 — 1991
BA, Economics
BMO Nesbitt Burns May 2010 - Present
MD Management Ltd December 1997 - April 2010
Canada Trust January 1989 - November 1997
Skills
Retirement Planning, Financial Planning, Estate Planning, Insurance Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Investment Strategies, Certified Financial..., Equities, Fixed Income, Financial Advisory
Education
Canadian Securities Institute 1993 — 2007
CIM
Simon Fraser University 1986 — 1991
BA, Economics
Heather Machado's Canada Trust Experience 1999 - 2000
Job Human Resources & Talent Acquisition Leader actively seeking new opportunities
Industry Human Resources
Experience
Siemens Canada January 2013 - February 2015
Roche June 2011 - 2012
Emmis Elle Enterprises November 2010 - June 2011
TMP Worldwide June 2010 - November 2010
Brainhunter October 2005 - June 2009
TD Canada Trust 2000 - 2005
Canada Trust 1999 - 2000
Canada Trust 1999 - 2000
Canada Trust 1997 - 1999
Canada Trust 1993 - 1997
Skills
Recruiting, Onboarding, Talent Management, Sourcing, Employee Engagement, Applicant Tracking..., Talent Acquisition, Employer Branding, Executive Search, New Hire Orientations, Recruitment Advertising, HR Consulting, Internet Recruiting, Succession Planning, Human Resources, Vendor Management, Performance Management, Metrics, Taleo, Coaching, Consulting, Seeing the Bigger..., Project Management, MS Project, Digital Media, Employee Relations, Graduate Recruitment, HRIS, Personnel Management, Technical Recruiting, Social Networking, Training, Career Counseling, Temporary Placement, Management Consulting, Hiring, Strategy, Change Management, Leadership, Program Management, Business Development, Interviews, Screening, Management, Workforce Planning
Education
Sheridan College
Photography
University of Toronto
Siemens Canada January 2013 - February 2015
Roche June 2011 - 2012
Emmis Elle Enterprises November 2010 - June 2011
TMP Worldwide June 2010 - November 2010
Brainhunter October 2005 - June 2009
TD Canada Trust 2000 - 2005
Canada Trust 1999 - 2000
Canada Trust 1999 - 2000
Canada Trust 1997 - 1999
Canada Trust 1993 - 1997
Skills
Recruiting, Onboarding, Talent Management, Sourcing, Employee Engagement, Applicant Tracking..., Talent Acquisition, Employer Branding, Executive Search, New Hire Orientations, Recruitment Advertising, HR Consulting, Internet Recruiting, Succession Planning, Human Resources, Vendor Management, Performance Management, Metrics, Taleo, Coaching, Consulting, Seeing the Bigger..., Project Management, MS Project, Digital Media, Employee Relations, Graduate Recruitment, HRIS, Personnel Management, Technical Recruiting, Social Networking, Training, Career Counseling, Temporary Placement, Management Consulting, Hiring, Strategy, Change Management, Leadership, Program Management, Business Development, Interviews, Screening, Management, Workforce Planning
Education
Sheridan College
Photography
University of Toronto
Frank Tucci Frank Tucci's Canada Trust Experience 1983 - 1997
Job Executive Vice President, Operations at Paradigm Quest Inc
Industry Financial Services
Experience
Paradigm Quest Inc January 2014 - Present
Frank Tucci Consulting January 2009 - December 2013
CIBC Investor's Edge 2006 - July 2008
CIBC Wood Gundy July 2001 - July 2008
Merrill Lynch Canada January 1999 - October 2001
Canada Trust 1983 - 1997
Skills
Marketing Communications, Product Development, Strategic Planning, Team Building, Market Planning, Marketing Strategy, Public Relations, Change Management, Business Strategy, Financial Services, Strategy, Leadership, Product Management, Marketing Management, Team Leadership, Marketing, E-commerce, Organizational..., Project Management, Business Planning, Entrepreneurship, Small Business, Risk Management, Management Consulting, Investments, Portfolio Management, Business Analysis, Start-ups, Strategic Financial..., Financial Planning
Education
Ryerson University
Paradigm Quest Inc January 2014 - Present
Frank Tucci Consulting January 2009 - December 2013
CIBC Investor's Edge 2006 - July 2008
CIBC Wood Gundy July 2001 - July 2008
Merrill Lynch Canada January 1999 - October 2001
Canada Trust 1983 - 1997
Skills
Marketing Communications, Product Development, Strategic Planning, Team Building, Market Planning, Marketing Strategy, Public Relations, Change Management, Business Strategy, Financial Services, Strategy, Leadership, Product Management, Marketing Management, Team Leadership, Marketing, E-commerce, Organizational..., Project Management, Business Planning, Entrepreneurship, Small Business, Risk Management, Management Consulting, Investments, Portfolio Management, Business Analysis, Start-ups, Strategic Financial..., Financial Planning
Education
Ryerson University
Jody Keats Jody Keats's Canada Trust Experience June 1993 - July 1997
Job Sales Representative at EXIT Realty Hare (Peel)
Industry Real Estate
Experience
EXIT Realty Hare (Peel) July 1997 - Present
EXIT Realty Corp. International January 2001 - May 2008
Canada Trust June 1993 - July 1997
Skills
Sellers, Real Estate, Referrals, Selling, First Time Home Buyers, Short Sales, Relocation
Education
McGill University 1993 — 1997
BCom, Commerce, Finance
EXIT Realty Hare (Peel) July 1997 - Present
EXIT Realty Corp. International January 2001 - May 2008
Canada Trust June 1993 - July 1997
Skills
Sellers, Real Estate, Referrals, Selling, First Time Home Buyers, Short Sales, Relocation
Education
McGill University 1993 — 1997
BCom, Commerce, Finance
Nasreen Huda PMP® Nasreen Huda PMP®'s Canada Trust Experience April 1979 - December 1991
Job Project Manager Consultant at Symcor Inc
Industry Financial Services
Experience
Symcor 2015 - Present
Bank of Montreal 2011 - 2014
Bank of Montreal May 2007 - October 2011
Bank of Montreal January 2005 - April 2007
Bank of Montreal January 2001 - December 2004
Bank of Montreal June 1996 - December 2001
NASTECH Technical Service January 1992 - May 1996
Canada Trust April 1979 - December 1991
Skills
Project Portfolio..., SDLC, PMO, Integration, Data Warehousing, Requirements Analysis, Program Management, Business Analysis, Requirements Gathering, Business Requirements, Enterprise Architecture, Project Delivery, PMP, Agile Methodologies, Vendor Management, Risk Management, Resource Management, Management, Software Project..., Change Management, Visio, IT Strategy, Business Process..., Process Improvement, Governance, Microsoft Project, MS Project, CMMI, Information Systems..., Project Management, Manage Complex Projects, End-to-End Project..., Team Leadership, Team Management, Team Building, Cross-functional Team..., Distributed Team..., Strategic Thinking, Time Management, Quality Assurance..., Event Management, Organizational..., Audit Management, Software Implementation, User Acceptance Testing, Integrated Project..., Coaching, PMLC, Forecasting, Business Intelligence
Education
Project Management Institute 2005 — 2005
Project Management, PMP certified
BMO Institute for Learning 2001 — 2005
Project Management
Seneca College of Applied Arts and Technology
Computer Programming & Operations
Symcor 2015 - Present
Bank of Montreal 2011 - 2014
Bank of Montreal May 2007 - October 2011
Bank of Montreal January 2005 - April 2007
Bank of Montreal January 2001 - December 2004
Bank of Montreal June 1996 - December 2001
NASTECH Technical Service January 1992 - May 1996
Canada Trust April 1979 - December 1991
Skills
Project Portfolio..., SDLC, PMO, Integration, Data Warehousing, Requirements Analysis, Program Management, Business Analysis, Requirements Gathering, Business Requirements, Enterprise Architecture, Project Delivery, PMP, Agile Methodologies, Vendor Management, Risk Management, Resource Management, Management, Software Project..., Change Management, Visio, IT Strategy, Business Process..., Process Improvement, Governance, Microsoft Project, MS Project, CMMI, Information Systems..., Project Management, Manage Complex Projects, End-to-End Project..., Team Leadership, Team Management, Team Building, Cross-functional Team..., Distributed Team..., Strategic Thinking, Time Management, Quality Assurance..., Event Management, Organizational..., Audit Management, Software Implementation, User Acceptance Testing, Integrated Project..., Coaching, PMLC, Forecasting, Business Intelligence
Education
Project Management Institute 2005 — 2005
Project Management, PMP certified
BMO Institute for Learning 2001 — 2005
Project Management
Seneca College of Applied Arts and Technology
Computer Programming & Operations
Jen Knez Jen Knez's Canada Trust Experience September 1997 - August 2002
Job CoFounder & Chief Creative Officer
Industry Media Production
Experience
Digital Treasures December 2010 - Present
TD Canada Trust April 2010 - September 2011
TD Canada Trust August 2006 - March 2010
TD Canada Trust August 2002 - August 2006
Canada Trust September 1997 - August 2002
Skills
Film, Video, Banking, Customer Service, Advertising, Web Design, Sales, Event Management, Social Media, Marketing, Digital Media, Team Leadership, Public Relations, Finance, Credit, Online Advertising, Digital Marketing, Social Media Marketing, Business Development, Leadership, Digital Strategy, New Business Development, CRM, Strategy, Management, Online Marketing, Entrepreneurship, Small Business, Graphic Design
Education
Michael Power/ St. Joseph's, Sheridan
Sheridan College
Digital Treasures December 2010 - Present
TD Canada Trust April 2010 - September 2011
TD Canada Trust August 2006 - March 2010
TD Canada Trust August 2002 - August 2006
Canada Trust September 1997 - August 2002
Skills
Film, Video, Banking, Customer Service, Advertising, Web Design, Sales, Event Management, Social Media, Marketing, Digital Media, Team Leadership, Public Relations, Finance, Credit, Online Advertising, Digital Marketing, Social Media Marketing, Business Development, Leadership, Digital Strategy, New Business Development, CRM, Strategy, Management, Online Marketing, Entrepreneurship, Small Business, Graphic Design
Education
Michael Power/ St. Joseph's, Sheridan
Sheridan College
Jasper Santos Jasper Santos's Canada Trust Experience May 1991 - January 1997
Job Senior Analyst at TANTUS Solutions Group Inc.
Industry Management Consulting
Experience
TANTUS Solutions Group Inc. February 2004 - Present
IBM Canada January 2000 - January 2004
LGS Group February 1997 - January 2000
Canada Trust May 1991 - January 1997
Skills
Microsoft Certified..., Microsoft Technologies, VB.NET, ASP.NET
Education
Sheridan College 1989 — 1991
Computer Systems Analysis, Computer Systems Analysis
TANTUS Solutions Group Inc. February 2004 - Present
IBM Canada January 2000 - January 2004
LGS Group February 1997 - January 2000
Canada Trust May 1991 - January 1997
Skills
Microsoft Certified..., Microsoft Technologies, VB.NET, ASP.NET
Education
Sheridan College 1989 — 1991
Computer Systems Analysis, Computer Systems Analysis
Murray O'Donovan Murray O'Donovan's Canada Trust Experience April 1985 - January 2001
Job Mortgage Professional at Quantus Mortgage Solutions
Industry Financial Services
Experience
Quantus Mortgage Solutions July 2010 - Present
Mortgage Architects February 2009 - August 2010
Mortgage Intelligence September 2007 - February 2009
TD Canada Trust April 1985 - August 2007
Canada Trust April 1985 - January 2001
Skills
Mortgage Underwriting, Finance, Residential Mortgages, Mortgage Lending, Home Equity, Mortgage Marketing, Real Estate Financing, Loans, Credit, First Time Home Buyers, Home Equity Loans, Refinance, Lines Of Credit, Credit Analysis, Assisting First Time..., Financial Services, Loan Origination, Investment Properties, Mortgage Banking, Commercial Mortgages, Debt Consolidation, Home Equity Lines of..., Banking, Retail Banking, Rates, Underwriting, Referrals, Real Estate Economics, Credit Risk, Reverse Mortgages, Purchase
Education
University of Calgary 1982 — 1987
Quantus Mortgage Solutions July 2010 - Present
Mortgage Architects February 2009 - August 2010
Mortgage Intelligence September 2007 - February 2009
TD Canada Trust April 1985 - August 2007
Canada Trust April 1985 - January 2001
Skills
Mortgage Underwriting, Finance, Residential Mortgages, Mortgage Lending, Home Equity, Mortgage Marketing, Real Estate Financing, Loans, Credit, First Time Home Buyers, Home Equity Loans, Refinance, Lines Of Credit, Credit Analysis, Assisting First Time..., Financial Services, Loan Origination, Investment Properties, Mortgage Banking, Commercial Mortgages, Debt Consolidation, Home Equity Lines of..., Banking, Retail Banking, Rates, Underwriting, Referrals, Real Estate Economics, Credit Risk, Reverse Mortgages, Purchase
Education
University of Calgary 1982 — 1987
Mary Andraza Mary Andraza's Canada Trust Experience December 1987 - August 2000
Job Manager, Academic Materials at Wilfrid Laurier University
Industry Higher Education
Experience
Wilfrid Laurier University July 2012 - Present
Creative Enterprise Enabling Organization September 2011 - December 2011
Conestoga College September 2006 - March 2011
Supreme Steam Klean June 1985 - March 2011
Conestoga College September 2002 - September 2006
Conestoga College September 2000 - September 2002
Canada Trust December 1987 - August 2000
Skills
Operations Management, Customer Service, Team Leadership, Leadership, Process Improvement
Education
Ryerson University 1978 — 1981
Diploma - 3 Year, Laboratory Science
Athabasca University
Bachelor of Management, Management Studies
St. Mary's High School
Wilfrid Laurier University July 2012 - Present
Creative Enterprise Enabling Organization September 2011 - December 2011
Conestoga College September 2006 - March 2011
Supreme Steam Klean June 1985 - March 2011
Conestoga College September 2002 - September 2006
Conestoga College September 2000 - September 2002
Canada Trust December 1987 - August 2000
Skills
Operations Management, Customer Service, Team Leadership, Leadership, Process Improvement
Education
Ryerson University 1978 — 1981
Diploma - 3 Year, Laboratory Science
Athabasca University
Bachelor of Management, Management Studies
St. Mary's High School
Danielle Beaudoin Danielle Beaudoin's Canada Trust Experience 2000 - 2001
Job Seeking Mortgage Specialists Paying For Performance at TD Canada Trust
Industry Financial Services
Experience
TD May 2015 - Present
TD Bank Group July 2008 - May 2015
TD 2002 - 2002
Canada Trust 2000 - 2001
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Team Leadership, Sales Management, Career Development, Career Development..., Banking, Retail Banking, Consumer Lending
Education
McMaster University 1995 — 1998
Bachelor's degree, Psychology
Caridnal Newman
TD May 2015 - Present
TD Bank Group July 2008 - May 2015
TD 2002 - 2002
Canada Trust 2000 - 2001
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Team Leadership, Sales Management, Career Development, Career Development..., Banking, Retail Banking, Consumer Lending
Education
McMaster University 1995 — 1998
Bachelor's degree, Psychology
Caridnal Newman
Catherine YK Tse's Canada Trust Experience 1998 - 2001
Job Office Assistant at Seneca College
Industry Higher Education
Experience
Seneca College December 2014 - Present
Tyndale University College & Seminary October 2013 - October 2014
City of Toronto July 2013 - September 2013
TD Bank Group 2001 - 2011
Canada Trust 1998 - 2001
Canada Trust 1992 - 1998
Canada Trust 1989 - 1992
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Outlook, Lotus Notes, Proofreading, Editing, Typing - 80 wpm, Screencasting, Analytical Skills, G/L Reconciliations, Journal Entries, Cash Handling, LimeSurvey, Moodle, File Maker Pro, Training, Training Manuals, Reporting & Analysis, Research, Problem Solving, Time Management, Organization Skills, Quality Auditing, Cash Register, Petty Cash, Office Equipment, General Office Skills, Customer Service
Education
Seneca College of Applied Arts and Technology
Diploma, Office Administration, High Honours
University of Toronto
Bachelor of Arts (BA), Double Major in Linguistics and East Asian Studies
Seneca College December 2014 - Present
Tyndale University College & Seminary October 2013 - October 2014
City of Toronto July 2013 - September 2013
TD Bank Group 2001 - 2011
Canada Trust 1998 - 2001
Canada Trust 1992 - 1998
Canada Trust 1989 - 1992
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Outlook, Lotus Notes, Proofreading, Editing, Typing - 80 wpm, Screencasting, Analytical Skills, G/L Reconciliations, Journal Entries, Cash Handling, LimeSurvey, Moodle, File Maker Pro, Training, Training Manuals, Reporting & Analysis, Research, Problem Solving, Time Management, Organization Skills, Quality Auditing, Cash Register, Petty Cash, Office Equipment, General Office Skills, Customer Service
Education
Seneca College of Applied Arts and Technology
Diploma, Office Administration, High Honours
University of Toronto
Bachelor of Arts (BA), Double Major in Linguistics and East Asian Studies
Donna McGuigan Donna McGuigan's Canada Trust Experience May 1998 - February 1999
Job
Industry Financial Services
Experience
PI Financial Corp. February 2010 - December 2012
Scotiabank February 1999 - January 2009
Canada Trust May 1998 - February 1999
HSBC February 1996 - September 1997
Deutsche Bank March 1995 - February 1996
Skills
Trading, Equity Trading, Financial Analysis, Investments, Finance, Equities
Education
Ryerson University 1982 — 1985
Bachelor of Business Administration (BBA), Business/Managerial Economics
PI Financial Corp. February 2010 - December 2012
Scotiabank February 1999 - January 2009
Canada Trust May 1998 - February 1999
HSBC February 1996 - September 1997
Deutsche Bank March 1995 - February 1996
Skills
Trading, Equity Trading, Financial Analysis, Investments, Finance, Equities
Education
Ryerson University 1982 — 1985
Bachelor of Business Administration (BBA), Business/Managerial Economics
Lisa North Lisa North's Canada Trust Experience June 1996 - September 1998
Job Director, Member Services Strategic Initiatives at Ontario Teachers' Pension Plan
Industry Financial Services
Experience
Ontario Teachers' Pension Plan September 2013 - Present
RBC Royal Bank May 2008 - August 2013
RBC Royal Bank May 2006 - May 2008
RBC Royal Bank December 2004 - April 2006
RBC Royal Bank August 2002 - December 2004
RBC Royal Bank September 1998 - August 2002
Canada Trust June 1996 - September 1998
Geographic Decision Support Sytems April 1994 - June 1996
CIBC 1991 - 1992
Skills
Segmentation, Business Process..., Analytics, Customer Insight, Relationship Management, CRM, Strategic Planning, Marketing, Financial Services, Business Analysis, Banking, Retail Banking, Strategy, Business Intelligence, Integrated Marketing, Marketing Research, Database Marketing, Direct Marketing, Strategic Communications, Stakeholder Management, Data Analysis, Marketing Strategy, Customer Experience
Education
The University of Edinburgh 1992 — 1993
Msc, Geographic Information Systems
Queen's University 1985 — 1989
BAH, Geography
Ontario Teachers' Pension Plan September 2013 - Present
RBC Royal Bank May 2008 - August 2013
RBC Royal Bank May 2006 - May 2008
RBC Royal Bank December 2004 - April 2006
RBC Royal Bank August 2002 - December 2004
RBC Royal Bank September 1998 - August 2002
Canada Trust June 1996 - September 1998
Geographic Decision Support Sytems April 1994 - June 1996
CIBC 1991 - 1992
Skills
Segmentation, Business Process..., Analytics, Customer Insight, Relationship Management, CRM, Strategic Planning, Marketing, Financial Services, Business Analysis, Banking, Retail Banking, Strategy, Business Intelligence, Integrated Marketing, Marketing Research, Database Marketing, Direct Marketing, Strategic Communications, Stakeholder Management, Data Analysis, Marketing Strategy, Customer Experience
Education
The University of Edinburgh 1992 — 1993
Msc, Geographic Information Systems
Queen's University 1985 — 1989
BAH, Geography
Brenda Belisle Brenda Belisle's Canada Trust Experience 1988 - 1996
Job Mortgage Specialist
Industry Financial Services
Experience
Castle Mortgage Group June 2013 - Present
Scotiabank July 1996 - February 2013
Canada Trust 1988 - 1996
Skills
Residential Mortgages, Refinance, Credit, Banking, Mortgage Banking, Credit Risk, First Time Home Buyers, Debt Consolidation, Home Equity Lines of..., Loans, Lines Of Credit, Mortgage Underwriting, Construction Loans, Home Equity Loans, Mortgage Lending, Consumer Lending
Education
Minnedosa
The University of Calgary
Castle Mortgage Group June 2013 - Present
Scotiabank July 1996 - February 2013
Canada Trust 1988 - 1996
Skills
Residential Mortgages, Refinance, Credit, Banking, Mortgage Banking, Credit Risk, First Time Home Buyers, Debt Consolidation, Home Equity Lines of..., Loans, Lines Of Credit, Mortgage Underwriting, Construction Loans, Home Equity Loans, Mortgage Lending, Consumer Lending
Education
Minnedosa
The University of Calgary
Scott Tizzard, MBA Scott Tizzard, MBA's Canada Trust Experience 1996 - 1998
Job Manager Initiatives and Implementation at RBC
Industry Banking
Experience
RBC June 2015 - Present
Royal Bank of Canada 2011 - Present
Royal Bank of Canada January 2007 - January 2011
Canadian Western Bank 2003 - 2007
Business Development Bank of Canada 1998 - 2003
Canada Trust 1996 - 1998
Metlife Canada 1994 - 1996
Canadian Armed Forces 1986 - 1992
Canadian Armed Forces 1982 - 1986
Skills
Small Business, Real Estate, Contract Negotiation, Contractual Agreements, Credit Risk Analysis, Financial Statement..., Commercial Banking, Working Capital..., Strategic Planning, Relationship Marketing, New Business Development, Investments, Mortgage Lending, Entrepreneurship, Financial Analysis, Credit Risk, Mergers & Acquisitions, Credit, Banking, Loans, Portfolio Management, Sales, Commercial Lending, Retail Banking, Credit Analysis
Education
Sproule: Topics in Evaluating Oil & Gas Properties For Financial Professionals 2014 — 2014
Queen's University 1992 — 1994
MBA, Business, Management, Marketing, and Related Support Services
Mount Royal University 2010 — 2010
Project Management Extension Certificate, Project Management
Southern Alberta Institute of Technology / SAIT 2013 — 2015
Supply Chain Management Professional (Formerly PMAC), Procurement, Transportation, Logistics & Operations
RBC June 2015 - Present
Royal Bank of Canada 2011 - Present
Royal Bank of Canada January 2007 - January 2011
Canadian Western Bank 2003 - 2007
Business Development Bank of Canada 1998 - 2003
Canada Trust 1996 - 1998
Metlife Canada 1994 - 1996
Canadian Armed Forces 1986 - 1992
Canadian Armed Forces 1982 - 1986
Skills
Small Business, Real Estate, Contract Negotiation, Contractual Agreements, Credit Risk Analysis, Financial Statement..., Commercial Banking, Working Capital..., Strategic Planning, Relationship Marketing, New Business Development, Investments, Mortgage Lending, Entrepreneurship, Financial Analysis, Credit Risk, Mergers & Acquisitions, Credit, Banking, Loans, Portfolio Management, Sales, Commercial Lending, Retail Banking, Credit Analysis
Education
Sproule: Topics in Evaluating Oil & Gas Properties For Financial Professionals 2014 — 2014
Queen's University 1992 — 1994
MBA, Business, Management, Marketing, and Related Support Services
Mount Royal University 2010 — 2010
Project Management Extension Certificate, Project Management
Southern Alberta Institute of Technology / SAIT 2013 — 2015
Supply Chain Management Professional (Formerly PMAC), Procurement, Transportation, Logistics & Operations
Sarika Bhatnagar Sarika Bhatnagar's Canada Trust Experience June 1988 - August 1989
Job President at Brason Academy Montessori School
Industry Education Management
Experience
Brason Academy Montessori School October 2003 - Present
CIBC September 1995 - October 2003
St. Joseph's Hospital, Hamilton ON April 1994 - April 1995
Regional Municipality of Hamilton-Wentworth September 1991 - April 1994
McMaster University Medical Center (MUMC)-University Hospital September 1989 - April 1991
Canada Trust June 1988 - August 1989
Skills
Staff Development, Management, Educational Leadership, Strategic Planning, Entrepreneurship, Public Speaking, Leadership, Business Development, Program Management, Policy, Coaching, Team Leadership, Change Management, Training, Leadership Development, Team Building, Management Consulting, Organizational...
Education
North American Montessori Center 2003 — 2004
NAMC I & II, Montessori Teacher Training
University of Phoenix 2002 — 2003
M.Ed./ADM, Education Administration
McMaster University 1989 — 1993
Hons BA, Public Administration & Public Policy
Preston High School 1985 — 1989
Brason Academy Montessori School October 2003 - Present
CIBC September 1995 - October 2003
St. Joseph's Hospital, Hamilton ON April 1994 - April 1995
Regional Municipality of Hamilton-Wentworth September 1991 - April 1994
McMaster University Medical Center (MUMC)-University Hospital September 1989 - April 1991
Canada Trust June 1988 - August 1989
Skills
Staff Development, Management, Educational Leadership, Strategic Planning, Entrepreneurship, Public Speaking, Leadership, Business Development, Program Management, Policy, Coaching, Team Leadership, Change Management, Training, Leadership Development, Team Building, Management Consulting, Organizational...
Education
North American Montessori Center 2003 — 2004
NAMC I & II, Montessori Teacher Training
University of Phoenix 2002 — 2003
M.Ed./ADM, Education Administration
McMaster University 1989 — 1993
Hons BA, Public Administration & Public Policy
Preston High School 1985 — 1989
Chris Ralph Chris Ralph's Canada Trust Experience 1996 - 1998
Job Principal Consultant at FICO
Industry Information Technology and Services
Experience
FICO January 2014 - Present
Nomis Solutions November 2011 - January 2014
Foundation Analytics January 2010 - October 2011
Fair Isaac July 2000 - January 2010
Bank of Montreal 1998 - 2000
Canada Trust 1996 - 1998
Skills
Predictive Analytics, Predictive Modeling, Data Mining, Analytics, Statistical Modeling, Business Analytics, SAS, Data Analysis, Segmentation, Machine Learning, Statistics, R, Business Intelligence, Credit Scoring, Business Analysis, Optimization, Python, CRM, Big Data, Analysis, Customer Analysis, SAS programming, Credit Cards, Logistic Regression, Decision Trees, Operations Research, Data Visualization, Time Series Analysis, Marketing Analytics, Text Mining, VBA, Neural Networks, Data Modeling, Cluster Analysis, Quantitative Analytics, Risk Analytics, Database Marketing, Artificial Intelligence, Algorithms, Natural Language...
Education
McMaster University 1992 — 1994
MBA, Information Systems
Ryerson University 1988 — 1992
B.Eng, Industrial Engineering & Operations Research
FICO January 2014 - Present
Nomis Solutions November 2011 - January 2014
Foundation Analytics January 2010 - October 2011
Fair Isaac July 2000 - January 2010
Bank of Montreal 1998 - 2000
Canada Trust 1996 - 1998
Skills
Predictive Analytics, Predictive Modeling, Data Mining, Analytics, Statistical Modeling, Business Analytics, SAS, Data Analysis, Segmentation, Machine Learning, Statistics, R, Business Intelligence, Credit Scoring, Business Analysis, Optimization, Python, CRM, Big Data, Analysis, Customer Analysis, SAS programming, Credit Cards, Logistic Regression, Decision Trees, Operations Research, Data Visualization, Time Series Analysis, Marketing Analytics, Text Mining, VBA, Neural Networks, Data Modeling, Cluster Analysis, Quantitative Analytics, Risk Analytics, Database Marketing, Artificial Intelligence, Algorithms, Natural Language...
Education
McMaster University 1992 — 1994
MBA, Information Systems
Ryerson University 1988 — 1992
B.Eng, Industrial Engineering & Operations Research
Frank Charbonneau, CFA, CFP, FCSI Frank Charbonneau, CFA, CFP, FCSI's Canada Trust Experience September 1988 - August 1994
Job VicePresident & Investment Counsellor at RBC PH&N Investment Counsel Inc.
Industry Investment Management
Experience
RBC PH&N Investment Counsel Inc. October 2000 - Present
Canadian Forces - Cadet Instructors Cadre (CIC) October 1991 - Present
CT Private Investment Counsel August 1994 - October 2000
Canada Trust September 1988 - August 1994
The International Trust Company September 1987 - September 1988
Bermuda Trust Company Limited November 1982 - September 1987
Skills
Leadership, Investments, Asset Managment, Wealth Management, Investment Strategies, Retirement Planning, High Net Worth..., Asset Management, Wealth Management..., Portfolio Management, Investment Advisory, Mutual Funds, Alternative Investments, Asset Allocation, Investment Management, Securities
Education
CFA Institute 1998 — 2001
CFA
Canadian Securities Institute 1996 — 1996
FCSI
Canadian Securities Institute 1994 — 1995
CIM
Canadian Institute of Financial Planning 1990 — 1994
CFP
Queen's University 1981 — 1982
BEd, Education
Queen's University 1977 — 1981
BAH, Political Studies
RBC PH&N Investment Counsel Inc. October 2000 - Present
Canadian Forces - Cadet Instructors Cadre (CIC) October 1991 - Present
CT Private Investment Counsel August 1994 - October 2000
Canada Trust September 1988 - August 1994
The International Trust Company September 1987 - September 1988
Bermuda Trust Company Limited November 1982 - September 1987
Skills
Leadership, Investments, Asset Managment, Wealth Management, Investment Strategies, Retirement Planning, High Net Worth..., Asset Management, Wealth Management..., Portfolio Management, Investment Advisory, Mutual Funds, Alternative Investments, Asset Allocation, Investment Management, Securities
Education
CFA Institute 1998 — 2001
CFA
Canadian Securities Institute 1996 — 1996
FCSI
Canadian Securities Institute 1994 — 1995
CIM
Canadian Institute of Financial Planning 1990 — 1994
CFP
Queen's University 1981 — 1982
BEd, Education
Queen's University 1977 — 1981
BAH, Political Studies
Heymans Eric Heymans Eric's Canada Trust Experience November 1998 - October 2000
Job Area Manager Business Banking at TD Canada Trust
Industry Financial Services
Experience
TD Canada Trust November 2001 - Present
Canada Trust November 1998 - October 2000
Education
Université du Québec
Finance
TD Canada Trust November 2001 - Present
Canada Trust November 1998 - October 2000
Education
Université du Québec
Finance
Jerry Olynuk Jerry Olynuk's Canada Trust Experience 1997 - 2002
Job Senior VicePresident & Portfolio Manager
Industry Individual & Family Services
Experience
Northland Wealth Management June 2013 - Present
Matco Financial Inc. July 2007 - June 2013
Calgary Opera 2010 - 2012
Guardian Capital Advisors 2002 - 2007
Canada Trust 1997 - 2002
Skills
Investments, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Wealth Management, Equity Research, Banking, Private Equity, Investment Strategies, Equities, Mutual Funds, Investment Advisory, Securities, Asset Allocation
Education
University of Saskatchewan 1982 — 1985
LL.B., Law
University of Saskatchewan 1979 — 1982
B.A. (Hons.), Political Science, History
Northland Wealth Management June 2013 - Present
Matco Financial Inc. July 2007 - June 2013
Calgary Opera 2010 - 2012
Guardian Capital Advisors 2002 - 2007
Canada Trust 1997 - 2002
Skills
Investments, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Wealth Management, Equity Research, Banking, Private Equity, Investment Strategies, Equities, Mutual Funds, Investment Advisory, Securities, Asset Allocation
Education
University of Saskatchewan 1982 — 1985
LL.B., Law
University of Saskatchewan 1979 — 1982
B.A. (Hons.), Political Science, History
Gordon Alexander's Canada Trust Experience May 1990 - March 1996
Job Industry Architect, Insurance at IBM Canada Ltd.
Industry Information Technology and Services
Experience
IBM Canada Ltd. March 1998 - Present
Co-operators General Insurance May 1996 - February 1998
Canada Trust May 1990 - March 1996
The Co-operators January 1989 - May 1990
Skills
Architecture, System Architecture, Requirements Analysis, Solution Architecture, Business Analysis, SOA, Cloud Computing, IT Strategy, Pre-sales, High Availability, IT Service Management, Infrastructure, Enterprise Architecture, Databases, ITIL, Program Management, Enterprise Software, SaaS, Architectures, Software Development
Education
University of Guelph 1984 — 1988
Honors Bachelor of Arts, Major in Computing and Information Science, Minor in Business Administration
IBM Canada Ltd. March 1998 - Present
Co-operators General Insurance May 1996 - February 1998
Canada Trust May 1990 - March 1996
The Co-operators January 1989 - May 1990
Skills
Architecture, System Architecture, Requirements Analysis, Solution Architecture, Business Analysis, SOA, Cloud Computing, IT Strategy, Pre-sales, High Availability, IT Service Management, Infrastructure, Enterprise Architecture, Databases, ITIL, Program Management, Enterprise Software, SaaS, Architectures, Software Development
Education
University of Guelph 1984 — 1988
Honors Bachelor of Arts, Major in Computing and Information Science, Minor in Business Administration
Tony Miles CPA,CGA Tony Miles CPA,CGA's Canada Trust Experience 1992 - 2001
Job Financial Services Professional and Not for Profit Leader
Industry Nonprofit Organization Management
Experience
Tony Miles CGA 2011 - Present
TD Canada Trust April 2008 - October 2010
TD Canada Trust October 2003 - November 2007
TD Canada Trust 2003 - 2004
TD Canada Trust 1997 - 2001
Canada Trust 1992 - 2001
Skills
Financial Accounting, Budget Development, Strategic Planning, Financial Planning, Coaching, Public Speaking, Presentation Development, Customer Presentations, Non-profits, Board Leadership, New Hire Training, Performance Management, Customer Relations, Customer Experience, Lean Initiatives, Mortgage Lending, Sales Management, Mutual Funds, Investments, Recruitment/Retention, Interviewing, Fundraising, Government Relations, Reward Strategy, Quickbooks, Charities, Banking, Change Management, Employee Relations, Financial Analysis, Governance, Team Leadership, Operations Management, Organizational..., Team Building, Team Management, Balanced Scorecard, Board Recruitment, Accounts Receivable, Charitable Giving, PayPal, Strategic Financial..., Customer Service, Microsoft Excel, Nonprofits, Leadership, Financial Services, Wealth Management, Relationship Management, Risk Management
Education
Certified General Accountants of BC 1990 — 2000
CGA
The University of British Columbia 1983 — 1988
BA
Tony Miles CGA 2011 - Present
TD Canada Trust April 2008 - October 2010
TD Canada Trust October 2003 - November 2007
TD Canada Trust 2003 - 2004
TD Canada Trust 1997 - 2001
Canada Trust 1992 - 2001
Skills
Financial Accounting, Budget Development, Strategic Planning, Financial Planning, Coaching, Public Speaking, Presentation Development, Customer Presentations, Non-profits, Board Leadership, New Hire Training, Performance Management, Customer Relations, Customer Experience, Lean Initiatives, Mortgage Lending, Sales Management, Mutual Funds, Investments, Recruitment/Retention, Interviewing, Fundraising, Government Relations, Reward Strategy, Quickbooks, Charities, Banking, Change Management, Employee Relations, Financial Analysis, Governance, Team Leadership, Operations Management, Organizational..., Team Building, Team Management, Balanced Scorecard, Board Recruitment, Accounts Receivable, Charitable Giving, PayPal, Strategic Financial..., Customer Service, Microsoft Excel, Nonprofits, Leadership, Financial Services, Wealth Management, Relationship Management, Risk Management
Education
Certified General Accountants of BC 1990 — 2000
CGA
The University of British Columbia 1983 — 1988
BA
Terry Rafuse Terry Rafuse's Canada Trust Experience April 1990 - September 1995
Job ITS Release Deployment Manager at Rogers Communications Inc.
Industry Telecommunications
Experience
Rogers Communications Inc. October 2005 - Present
Rogers Communications August 2000 - October 2005
Rogers Communications November 1995 - August 2000
Canada Trust April 1990 - September 1995
Skills
PMP, Vendor Management, SDLC, Telecommunications, PMO, Integration, Project Portfolio..., Software Project..., Project Delivery, ITIL, Wireless, Resource Management, Disaster Recovery, Outsourcing, IT Service Management, Risk Management, Program Management, Process Improvement, Business Process, Enterprise Architecture, Security
Education
The George Washington University 1999 — 1999
Received Master Certificate, Project Management
New Brunswick Community College 1982 — 1985
Business Technology, Data Processing
Rogers Communications Inc. October 2005 - Present
Rogers Communications August 2000 - October 2005
Rogers Communications November 1995 - August 2000
Canada Trust April 1990 - September 1995
Skills
PMP, Vendor Management, SDLC, Telecommunications, PMO, Integration, Project Portfolio..., Software Project..., Project Delivery, ITIL, Wireless, Resource Management, Disaster Recovery, Outsourcing, IT Service Management, Risk Management, Program Management, Process Improvement, Business Process, Enterprise Architecture, Security
Education
The George Washington University 1999 — 1999
Received Master Certificate, Project Management
New Brunswick Community College 1982 — 1985
Business Technology, Data Processing
Jacob Yoo Jacob Yoo's Canada Trust Experience 1997 - 1997
Job Account Executive at Hortonworks
Industry Computer Software
Experience
Hortonworks July 2014 - Present
Symantec April 2012 - June 2014
Symantec July 2011 - April 2012
Symantec (Canada) Corporation July 2007 - July 2011
Symantec February 2006 - July 2007
SAS June 2003 - June 2004
Epicentric June 2001 - January 2003
eAssist Global Solutions November 2000 - June 2001
SAS Institute June 1999 - November 2000
Canada Trust 1997 - 1997
Skills
Product Demonstration, Requirements Gathering, Enterprise Software, SaaS, Solution Selling, Virtualization, Salesforce.com, Security, Storage, Pre-sales, Product Management, Data Center, Disaster Recovery, VMware, Sales, Enterprise Architecture, Solution Architecture, CRM, Servers, Network Security, Channel Partners, Business Alliances, Managed Services, Business Development, Professional Services, Sales Enablement, Strategy, Strategic Partnerships, Go-to-market Strategy, Partner Management, Account Management, Selling, Management
Education
University of Waterloo
Honours Bachelors in Mathematics
Wilfrid Laurier University
See BMath (Waterloo)
Glenforest Secondary School
Sogang University 2004 — 2005
Diploma
Hortonworks July 2014 - Present
Symantec April 2012 - June 2014
Symantec July 2011 - April 2012
Symantec (Canada) Corporation July 2007 - July 2011
Symantec February 2006 - July 2007
SAS June 2003 - June 2004
Epicentric June 2001 - January 2003
eAssist Global Solutions November 2000 - June 2001
SAS Institute June 1999 - November 2000
Canada Trust 1997 - 1997
Skills
Product Demonstration, Requirements Gathering, Enterprise Software, SaaS, Solution Selling, Virtualization, Salesforce.com, Security, Storage, Pre-sales, Product Management, Data Center, Disaster Recovery, VMware, Sales, Enterprise Architecture, Solution Architecture, CRM, Servers, Network Security, Channel Partners, Business Alliances, Managed Services, Business Development, Professional Services, Sales Enablement, Strategy, Strategic Partnerships, Go-to-market Strategy, Partner Management, Account Management, Selling, Management
Education
University of Waterloo
Honours Bachelors in Mathematics
Wilfrid Laurier University
See BMath (Waterloo)
Glenforest Secondary School
Sogang University 2004 — 2005
Diploma
Bev Lucas Bev Lucas's Canada Trust Experience 1980 - 1995
Job Payroll & Benefits Team Leader at Inscape
Industry Furniture
Experience
Inscape February 1995 - Present
Canada Trust 1980 - 1995
Skills
Employee Benefits, Onboarding, HRIS, Employee Relations, Union & Non-Union, Sales, New Hire Orientations, Budgets, Benefits Administration, Human Resources, Performance Management, Labor Relations, HR Policies, Leadership, Recruiting, Account Management, Strategic Planning, Management, Team Building, Customer Service
Education
Seneca College of Applied Arts and Technology 1979 — 1980
Legal Administrative
Inscape February 1995 - Present
Canada Trust 1980 - 1995
Skills
Employee Benefits, Onboarding, HRIS, Employee Relations, Union & Non-Union, Sales, New Hire Orientations, Budgets, Benefits Administration, Human Resources, Performance Management, Labor Relations, HR Policies, Leadership, Recruiting, Account Management, Strategic Planning, Management, Team Building, Customer Service
Education
Seneca College of Applied Arts and Technology 1979 — 1980
Legal Administrative
Alfred Man's Canada Trust Experience 1999 - 2001
Job
Industry Marketing and Advertising
Experience
SapientNitro October 2013 - Present
Rosetta September 2012 - July 2013
Possible Worldwide February 2011 - September 2012
Schematic October 2006 - March 2011
Tribal DDB March 2006 - August 2006
Blast Radius May 2005 - March 2006
Blast Radius February 2004 - April 2005
Webgain Inc. June 2001 - July 2002
Cap Gemini Ernst & Young April 2001 - June 2001
Canada Trust 1999 - 2001
Skills
Web Project Management, Project Planning, Project Management, MS Project, E-commerce, Risk Management, Business Strategy, Business Process..., Web Analytics, Analytics, Social Media Marketing, User Experience Design, Digital Media, Resource Management, User Experience, Digital Strategy, Interactive Marketing, Mobile Applications, Usability Testing, Information Architecture, Strategy, Mobile Devices, Agile Project Management, Digital Marketing, Integrated Marketing, CRM, Online Advertising, Content Strategy, SEO, Mobile Marketing, User Interface Design, Interactive Advertising, SEM, Google Analytics, Online Marketing, CMS, Usability, Management, Creative Direction, Advertising, Social Media
Education
Simon Fraser University 1994 — 1998
Bachelors of Arts
SapientNitro October 2013 - Present
Rosetta September 2012 - July 2013
Possible Worldwide February 2011 - September 2012
Schematic October 2006 - March 2011
Tribal DDB March 2006 - August 2006
Blast Radius May 2005 - March 2006
Blast Radius February 2004 - April 2005
Webgain Inc. June 2001 - July 2002
Cap Gemini Ernst & Young April 2001 - June 2001
Canada Trust 1999 - 2001
Skills
Web Project Management, Project Planning, Project Management, MS Project, E-commerce, Risk Management, Business Strategy, Business Process..., Web Analytics, Analytics, Social Media Marketing, User Experience Design, Digital Media, Resource Management, User Experience, Digital Strategy, Interactive Marketing, Mobile Applications, Usability Testing, Information Architecture, Strategy, Mobile Devices, Agile Project Management, Digital Marketing, Integrated Marketing, CRM, Online Advertising, Content Strategy, SEO, Mobile Marketing, User Interface Design, Interactive Advertising, SEM, Google Analytics, Online Marketing, CMS, Usability, Management, Creative Direction, Advertising, Social Media
Education
Simon Fraser University 1994 — 1998
Bachelors of Arts
Harriet Shenken's Canada Trust Experience September 1991 - May 2000
Job Vice President at Ipsos Reid
Industry Market Research
Experience
Ipsos Reid August 2001 - Present
Decision Resources/Kroll Associates May 2000 - August 2001
Canada Trust September 1991 - May 2000
Royal Trust 1986 - 1991
Skills
Segmentation, Survey Research, Questionnaire Design, Consumer Behaviour, Marketing Research, Customer Insight, Market Research
Education
McGill University
Master of Business Administration (M.B.A.)
Queen's University
Ph.D., Psychology
Ipsos Reid August 2001 - Present
Decision Resources/Kroll Associates May 2000 - August 2001
Canada Trust September 1991 - May 2000
Royal Trust 1986 - 1991
Skills
Segmentation, Survey Research, Questionnaire Design, Consumer Behaviour, Marketing Research, Customer Insight, Market Research
Education
McGill University
Master of Business Administration (M.B.A.)
Queen's University
Ph.D., Psychology
Scott Connell, CFA's Canada Trust Experience 1995 - 1996
Job Investor at Galibier Capital
Industry Investment Management
Experience
Galibier Capital Management Ltd September 2012 - Present
McLean Budden August 1999 - November 2011
SEI Investments 1998 - 1999
Canada Trust 1995 - 1996
Skills
Portfolio Management, Equity Research, Client Interfacing
Education
McMaster University 1990 — 1994
Bachelor of Commerce (B.Com.)
john f. ross
Galibier Capital Management Ltd September 2012 - Present
McLean Budden August 1999 - November 2011
SEI Investments 1998 - 1999
Canada Trust 1995 - 1996
Skills
Portfolio Management, Equity Research, Client Interfacing
Education
McMaster University 1990 — 1994
Bachelor of Commerce (B.Com.)
john f. ross
Collette Bullock's Canada Trust Experience 1983 - 1990
Job Office Management
Industry Nonprofit Organization Management
Experience
Fellowship Pacific March 2008 - Present
Dynamic Structures April 2007 - October 2007
Raytheon 1990 - 2003
Raytheon Canada 1990 - 2003
Canada Trust 1983 - 1990
Skills
Leadership, Auditing, Testing, Software Quality..., Project Management, Quality Assurance, Agile Methodologies, Policy, Training, Software Documentation, Process Improvement, Management, Project Planning, Program Management, Proposal Writing
Education
Simon Fraser University 2000 — 2003
BGS, Business Administration and Management, General
Fellowship Pacific March 2008 - Present
Dynamic Structures April 2007 - October 2007
Raytheon 1990 - 2003
Raytheon Canada 1990 - 2003
Canada Trust 1983 - 1990
Skills
Leadership, Auditing, Testing, Software Quality..., Project Management, Quality Assurance, Agile Methodologies, Policy, Training, Software Documentation, Process Improvement, Management, Project Planning, Program Management, Proposal Writing
Education
Simon Fraser University 2000 — 2003
BGS, Business Administration and Management, General
Pradeep Narayan's Canada Trust Experience 1997 - 1998
Job Senior Vice President at PNC Bank
Industry Financial Services
Experience
PNC Bank 2014 - Present
Russell Investments 2010 - 2013
Washington Mutual 2007 - 2009
CIBC 2005 - 2007
RBC 2000 - 2004
JPMorgan Chase 1998 - 2000
Canada Trust 1997 - 1998
Visa 1994 - 1997
American Express 1989 - 1994
Skills
Consumer Lending, Enterprise Risk..., Governance, Operations, People Management, Credit Cards, Payments, Strategy Development, Product Management, Process Improvement, Leading Change, Retail Banking, Technology Management, P&L Responsibility, Team Leadership, Thought Leadership, Credit Scoring, Adjudication, Strategy, Analytics, Management, Risk Management, Financial Risk, Project Management, Forecasting, Portfolio Management, Information Technology, Underwriting, Finance, Banking, Mergers & Acquisitions, Financial Services, Start-ups, Change Management, Analysis, Leadership
Education
University of Windsor 1987 — 1989
M.B.A
Nagpur University 1982 — 1986
Bachelor of Engineering, Chemical Engineering
PNC Bank 2014 - Present
Russell Investments 2010 - 2013
Washington Mutual 2007 - 2009
CIBC 2005 - 2007
RBC 2000 - 2004
JPMorgan Chase 1998 - 2000
Canada Trust 1997 - 1998
Visa 1994 - 1997
American Express 1989 - 1994
Skills
Consumer Lending, Enterprise Risk..., Governance, Operations, People Management, Credit Cards, Payments, Strategy Development, Product Management, Process Improvement, Leading Change, Retail Banking, Technology Management, P&L Responsibility, Team Leadership, Thought Leadership, Credit Scoring, Adjudication, Strategy, Analytics, Management, Risk Management, Financial Risk, Project Management, Forecasting, Portfolio Management, Information Technology, Underwriting, Finance, Banking, Mergers & Acquisitions, Financial Services, Start-ups, Change Management, Analysis, Leadership
Education
University of Windsor 1987 — 1989
M.B.A
Nagpur University 1982 — 1986
Bachelor of Engineering, Chemical Engineering
Lisa Key, BA, CTDP, Prosci ADKAR®'s Canada Trust Experience December 1997 - March 2000
Job Manager, Regulatory Learning & Professional Development at Real Estate Council of Ontario (RECO)
Industry Professional Training & Coaching
Experience
Real Estate Council of Ontario (RECO) September 2008 - Present
Lisa Key & Associates December 2000 - September 2008
Canada Trust December 1997 - March 2000
Canada Trust Realty May 1990 - December 1997
Skills
Coaching, Leadership Development, Instructional Design, Needs Analysis, Project Management, Performance Improvement, Curriculum Design, competency modeling, Talent Management, Leadership, Program Management, E-Learning, Organizational Learning, Performance Consulting, Strategic Planning, Learning Management, Change Management, Learning Management..., Distance Learning, Strategy, Training, Staff Development, Management, Employee Training, Blended Learning, Workshop Facilitation, ADDIE, Training Delivery, Instructor-led Training, Organizational..., Organizational..., Management Development, Succession Planning, Executive Development, Employee Engagement, Executive Coaching
Education
University of Waterloo 1986 — 1989
Bachelor of Arts, Educational Psychology, Legal Studies Option
St. Francis Xavier University 1998 — 1999
Adult Education Certification
University of Toronto - Rotman School of Management
Initiative for Women In Business, Emerging Leaders Program
Real Estate Council of Ontario (RECO) September 2008 - Present
Lisa Key & Associates December 2000 - September 2008
Canada Trust December 1997 - March 2000
Canada Trust Realty May 1990 - December 1997
Skills
Coaching, Leadership Development, Instructional Design, Needs Analysis, Project Management, Performance Improvement, Curriculum Design, competency modeling, Talent Management, Leadership, Program Management, E-Learning, Organizational Learning, Performance Consulting, Strategic Planning, Learning Management, Change Management, Learning Management..., Distance Learning, Strategy, Training, Staff Development, Management, Employee Training, Blended Learning, Workshop Facilitation, ADDIE, Training Delivery, Instructor-led Training, Organizational..., Organizational..., Management Development, Succession Planning, Executive Development, Employee Engagement, Executive Coaching
Education
University of Waterloo 1986 — 1989
Bachelor of Arts, Educational Psychology, Legal Studies Option
St. Francis Xavier University 1998 — 1999
Adult Education Certification
University of Toronto - Rotman School of Management
Initiative for Women In Business, Emerging Leaders Program
Harjinder K Sekhon's Canada Trust Experience 1992 - 2000
Job Sr Business Systems Analyst at Grant MacEwan University
Industry Information Technology and Services
Experience
Grant MacEwan University - Business Planning November 2010 - September 2011
Stantec January 2008 - August 2010
University of Alberta - Dept. of Chemistry April 2007 - December 2007
University of Alberta - Research Services Office August 2003 - March 2007
University of Alberta - Research Services Office August 1995 - July 2003
Canada Trust 1992 - 2000
Skills
Business Intelligence, Troubleshooting, Analysis, Oracle Applications, PeopleSoft, Requirements Gathering, Project Planning, Business Analysis, Budgets, Business Process, Business Process..., Process Improvement
Education
University of Alberta 1984 — 1995
Bachelor of Commerce
Grant MacEwan University - Business Planning November 2010 - September 2011
Stantec January 2008 - August 2010
University of Alberta - Dept. of Chemistry April 2007 - December 2007
University of Alberta - Research Services Office August 2003 - March 2007
University of Alberta - Research Services Office August 1995 - July 2003
Canada Trust 1992 - 2000
Skills
Business Intelligence, Troubleshooting, Analysis, Oracle Applications, PeopleSoft, Requirements Gathering, Project Planning, Business Analysis, Budgets, Business Process, Business Process..., Process Improvement
Education
University of Alberta 1984 — 1995
Bachelor of Commerce
Frances Groenewegen's Canada Trust Experience February 1982 - December 1994
Job Executive Assistant
Industry Telecommunications
Experience
TELUS October 2012 - Present
SNC-Lavalin October 2011 - October 2012
TELUS Communications 2006 - October 2011
TELUS 2002 - 2011
Canada Trust February 1982 - December 1994
Skills
Project Planning, Project Management, Telecommunications, Team Leadership, Project Coordination
Education
St. Francis Xavier University
TELUS October 2012 - Present
SNC-Lavalin October 2011 - October 2012
TELUS Communications 2006 - October 2011
TELUS 2002 - 2011
Canada Trust February 1982 - December 1994
Skills
Project Planning, Project Management, Telecommunications, Team Leadership, Project Coordination
Education
St. Francis Xavier University
Deborah Reid's Canada Trust Experience 1988 - 2000
Job Director Business Solution & Change at INTRIA Items Inc.
Industry Financial Services
Experience
INTRIA Items Inc. June 2012 - Present
Symcor August 2011 - June 2012
Symcor September 2001 - August 2011
Symcor September 2001 - December 2008
Canada Trust 1988 - 2000
Canda Trust 1988 - 2000
Skills
SDLC, PMO, Business Requirements, Vendor Management, PMP, Agile Methodologies, Business Analysis, Business Process, Business Process..., Business Transformation, Change Management, Cross-functional Team..., Enterprise Architecture, Governance, IT Strategy, Integration, MS Project, Management Consulting, Process Engineering, Process Improvement, Program Management, Project Delivery, Project Management, Project Portfolio..., Quality Assurance, Release Management, Requirements Analysis, Requirements Gathering, Resource Management, Software Project..., User Acceptance Testing, Visio, Waterfall
Education
Ryerson University
INTRIA Items Inc. June 2012 - Present
Symcor August 2011 - June 2012
Symcor September 2001 - August 2011
Symcor September 2001 - December 2008
Canada Trust 1988 - 2000
Canda Trust 1988 - 2000
Skills
SDLC, PMO, Business Requirements, Vendor Management, PMP, Agile Methodologies, Business Analysis, Business Process, Business Process..., Business Transformation, Change Management, Cross-functional Team..., Enterprise Architecture, Governance, IT Strategy, Integration, MS Project, Management Consulting, Process Engineering, Process Improvement, Program Management, Project Delivery, Project Management, Project Portfolio..., Quality Assurance, Release Management, Requirements Analysis, Requirements Gathering, Resource Management, Software Project..., User Acceptance Testing, Visio, Waterfall
Education
Ryerson University
Veronica Chiu's Canada Trust Experience May 1999 - August 1999
Job Application Change Manager at Mercer
Industry Information Technology and Services
Experience
Mercer May 2015 - Present
Mercer July 2011 - Present
Mercer June 2005 - July 2011
Mercer June 2003 - May 2005
Bank of Montreal 2000 - 2001
Nortel January 2000 - April 2000
Canada Trust May 1999 - August 1999
Skills
User Acceptance Testing, Oracle, SDLC, Requirements Gathering, Business Requirements, Waterfall, Business Analysis, Software Implementation, Change Management, Agile Project Management, Visio, Software Project..., Requirements Analysis, Project Management, MS Project, Business Process..., Systems Analysis, Microsoft SQL Server, ASP.NET, JavaScript, Visual Basic, Visual C#, Java, PL/SQL, Data Mining, Software Documentation, Software Development, Quality Assurance, Testing, C#, Web Development, Access, VBA, VB.NET
Education
Ryerson University 2006 — 2007
Certificate
University of Waterloo 1998 — 2003
B. Math
Bishop Strachan School 1995 — 1998
Unionville High School 1993 — 1995
Mercer May 2015 - Present
Mercer July 2011 - Present
Mercer June 2005 - July 2011
Mercer June 2003 - May 2005
Bank of Montreal 2000 - 2001
Nortel January 2000 - April 2000
Canada Trust May 1999 - August 1999
Skills
User Acceptance Testing, Oracle, SDLC, Requirements Gathering, Business Requirements, Waterfall, Business Analysis, Software Implementation, Change Management, Agile Project Management, Visio, Software Project..., Requirements Analysis, Project Management, MS Project, Business Process..., Systems Analysis, Microsoft SQL Server, ASP.NET, JavaScript, Visual Basic, Visual C#, Java, PL/SQL, Data Mining, Software Documentation, Software Development, Quality Assurance, Testing, C#, Web Development, Access, VBA, VB.NET
Education
Ryerson University 2006 — 2007
Certificate
University of Waterloo 1998 — 2003
B. Math
Bishop Strachan School 1995 — 1998
Unionville High School 1993 — 1995
Adam Beaudin-Ball's Canada Trust Experience July 1994 - January 2000
Job Financial Planner at RBC
Industry Financial Services
Experience
RBC August 2004 - Present
Canadian Imperial Bank of Commerce January 2000 - August 2004
Canada Trust July 1994 - January 2000
Skills
Portfolio Management, Investments, Investment Banking, Finance, Financial Services, Loans, Wealth Management, Investment Strategies, Mutual Funds, Strategic Financial..., Asset Allocation, Banking, Asset Management, Credit, Relationship Management, Estate Planning, Investment Advisory
Education
Canadian Securities Institute 1997 — 2011
Canadian Securities Course, Financial Management Advisor, Professional Financial Planning Course, Personal Finance
Canadian Securities Institute 1997 — 2011
Branch Compliance Officer's Course, Canadian Securities Course, Finance
Financial Planners Standards Council 1999 — 1999
CFP, Personal Finance
The University of British Columbia 1992 — 1996
Bachelor of Commerce, Finance
Vancouver College 1986 — 1992
High School, High School
RBC August 2004 - Present
Canadian Imperial Bank of Commerce January 2000 - August 2004
Canada Trust July 1994 - January 2000
Skills
Portfolio Management, Investments, Investment Banking, Finance, Financial Services, Loans, Wealth Management, Investment Strategies, Mutual Funds, Strategic Financial..., Asset Allocation, Banking, Asset Management, Credit, Relationship Management, Estate Planning, Investment Advisory
Education
Canadian Securities Institute 1997 — 2011
Canadian Securities Course, Financial Management Advisor, Professional Financial Planning Course, Personal Finance
Canadian Securities Institute 1997 — 2011
Branch Compliance Officer's Course, Canadian Securities Course, Finance
Financial Planners Standards Council 1999 — 1999
CFP, Personal Finance
The University of British Columbia 1992 — 1996
Bachelor of Commerce, Finance
Vancouver College 1986 — 1992
High School, High School
Drea Burck's Canada Trust Experience June 1997 - June 1998
Job Owner and Head Instructor at Soda Pop Hop
Industry Performing Arts
Experience
Soda Pop Hop August 2015 - Present
College of Nurses of Ontario January 2001 - Present
Bees' Knees Dance July 2011 - 2015
The Law Society of Upper Canada 1999 - 2000
Canada Trust June 1997 - June 1998
Skills
Editing, Research, Corporate Communications, Copy Editing, Internal Communications, Teaching, Creative Writing, Event Planning, Proofreading, Adult Education, Translation, French, Blogging, Copywriting, Management, Social Media, Writing, Nonprofits
Education
Canadian Cooperative of Language and Cultural Studies 2007 — 2008
TESL Certificate, Teaching English as a Second Language
Université Jean Moulin (Lyon III) 1996 — 1996
Law
University of Toronto 1993 — 1996
LL.B., Law
University of Toronto 1989 — 1993
Hons BA, English and French Literature, Minor in German Language
NLSS 1979 — 1984
Soda Pop Hop August 2015 - Present
College of Nurses of Ontario January 2001 - Present
Bees' Knees Dance July 2011 - 2015
The Law Society of Upper Canada 1999 - 2000
Canada Trust June 1997 - June 1998
Skills
Editing, Research, Corporate Communications, Copy Editing, Internal Communications, Teaching, Creative Writing, Event Planning, Proofreading, Adult Education, Translation, French, Blogging, Copywriting, Management, Social Media, Writing, Nonprofits
Education
Canadian Cooperative of Language and Cultural Studies 2007 — 2008
TESL Certificate, Teaching English as a Second Language
Université Jean Moulin (Lyon III) 1996 — 1996
Law
University of Toronto 1993 — 1996
LL.B., Law
University of Toronto 1989 — 1993
Hons BA, English and French Literature, Minor in German Language
NLSS 1979 — 1984
Norm Camire's Canada Trust Experience June 1996 - January 2000
Job Head Canadian CMBS at RBC
Industry Real Estate
Experience
RBC November 2013 - Present
RBC Capital Markets August 2003 - October 2013
Merrill Lynch January 2000 - August 2003
Canada Trust June 1996 - January 2000
Skills
Risk, CMBS, Asset Management, Real Estate Investment, Corporate Finance, Credit, Real Estate, Investment Properties, Mortgage, Capital Markets, Negotiation, Real Estate Financing, Credit Risk, Financial Risk, Asset Managment, Investments, Due Diligence, Portfolio Management, Real Estate Economics, Financial Modeling, Structured Finance, Financial Structuring, Investment Banking, Valuation, Private Equity, Financial Analysis, Finance
Education
University of Ottawa / Université d'Ottawa 1982 — 1987
RBC November 2013 - Present
RBC Capital Markets August 2003 - October 2013
Merrill Lynch January 2000 - August 2003
Canada Trust June 1996 - January 2000
Skills
Risk, CMBS, Asset Management, Real Estate Investment, Corporate Finance, Credit, Real Estate, Investment Properties, Mortgage, Capital Markets, Negotiation, Real Estate Financing, Credit Risk, Financial Risk, Asset Managment, Investments, Due Diligence, Portfolio Management, Real Estate Economics, Financial Modeling, Structured Finance, Financial Structuring, Investment Banking, Valuation, Private Equity, Financial Analysis, Finance
Education
University of Ottawa / Université d'Ottawa 1982 — 1987
Hugh Anderson's Canada Trust Experience 1994 - 2001
Job Mortgage Specialist
Industry Banking
Experience
RBC Royal Bank February 2001 - Present
Canada Trust 1994 - 2001
Skills
Mortgage Lending, Credit, Credit Analysis, Loans, Residential Mortgages, Lines Of Credit, Retail Banking, Refinance, Credit Risk, Banking, Commercial Banking, Debt Consolidation, Home Equity Lines of..., Construction Loans, Consumer Lending, Relationship Management, Mortgage Banking, Home Equity, Home Equity Loans, Financial Analysis, Real Estate, Rates, Mortgage Servicing, Cash Flow, Real Estate Lending, Condos, Debt Restructuring, Residential Homes, Cash Flow Lending, Debt Management, Personal Banking, High Net Worth..., Financial Statement..., Vacation Homes, Business Development, Single Family Homes
Education
University of Guelph 1990 — 1994
BA, Economics
RBC Royal Bank February 2001 - Present
Canada Trust 1994 - 2001
Skills
Mortgage Lending, Credit, Credit Analysis, Loans, Residential Mortgages, Lines Of Credit, Retail Banking, Refinance, Credit Risk, Banking, Commercial Banking, Debt Consolidation, Home Equity Lines of..., Construction Loans, Consumer Lending, Relationship Management, Mortgage Banking, Home Equity, Home Equity Loans, Financial Analysis, Real Estate, Rates, Mortgage Servicing, Cash Flow, Real Estate Lending, Condos, Debt Restructuring, Residential Homes, Cash Flow Lending, Debt Management, Personal Banking, High Net Worth..., Financial Statement..., Vacation Homes, Business Development, Single Family Homes
Education
University of Guelph 1990 — 1994
BA, Economics
Krista Dietrich, PMP's Canada Trust Experience 1991 - 1999
Job Director Real Estate & Construction at Stitch It Clothing Alterations
Industry Consumer Services
Experience
Stitch It Clothing Alterations 2007 - Present
Stitch It - Canada's Tailor 2007 - 2010
Sheridan Institute of Technology and Advance Learning 2006 - 2009
Core Marketing Strategies 2006 - 2006
Chamberlain Construction 2003 - 2006
Opus 2 Financial 1999 - 2003
Canada Trust 1991 - 1999
Skills
Marketing Strategy, Social Media Marketing, Marketing Communications, Advertising, Strategic Planning, Retail, Social Networking, Social Media, Marketing Management, Team Building, Online Marketing, Merchandising, Event Planning, Sales, Management, Team Leadership, Marketing, Customer Service, Budgets, Market Research, Product Marketing
Education
Ryerson University
Sheridan College
Marketing Management Post Graduate Diploma - Honours, Marketing
Waterloo Collegiate
Stitch It Clothing Alterations 2007 - Present
Stitch It - Canada's Tailor 2007 - 2010
Sheridan Institute of Technology and Advance Learning 2006 - 2009
Core Marketing Strategies 2006 - 2006
Chamberlain Construction 2003 - 2006
Opus 2 Financial 1999 - 2003
Canada Trust 1991 - 1999
Skills
Marketing Strategy, Social Media Marketing, Marketing Communications, Advertising, Strategic Planning, Retail, Social Networking, Social Media, Marketing Management, Team Building, Online Marketing, Merchandising, Event Planning, Sales, Management, Team Leadership, Marketing, Customer Service, Budgets, Market Research, Product Marketing
Education
Ryerson University
Sheridan College
Marketing Management Post Graduate Diploma - Honours, Marketing
Waterloo Collegiate
Michelle Totten's Canada Trust Experience 1994 - 1997
Job Manager, Market Data Services at CPP Investment Board
Industry Financial Services
Experience
CPP Investment Board April 2015 - Present
CPP Investment Board April 2011 - March 2015
Canada Pension Plan Investment Board October 2006 - March 2011
Securities Valuation Company Inc. (Division of SS&C) May 2002 - October 2006
INTRIA October 2001 - April 2002
Reuters Canada Limited 1997 - 2001
Canada Trust 1994 - 1997
Canada Trust 1989 - 1994
Skills
Business Analysis, Bloomberg, SDLC, Equities, Market Data, Fixed Income, Financial Modeling, Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Trading Systems, Valuation, Reference Data, Financial Markets
Education
Ryerson University 1990 — 1994
Bachelor of Business Management, Marketing, Business Communications
CPP Investment Board April 2015 - Present
CPP Investment Board April 2011 - March 2015
Canada Pension Plan Investment Board October 2006 - March 2011
Securities Valuation Company Inc. (Division of SS&C) May 2002 - October 2006
INTRIA October 2001 - April 2002
Reuters Canada Limited 1997 - 2001
Canada Trust 1994 - 1997
Canada Trust 1989 - 1994
Skills
Business Analysis, Bloomberg, SDLC, Equities, Market Data, Fixed Income, Financial Modeling, Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Trading Systems, Valuation, Reference Data, Financial Markets
Education
Ryerson University 1990 — 1994
Bachelor of Business Management, Marketing, Business Communications
Robert Posa's Canada Trust Experience January 1985 - March 1988
Job Mortgage Broker Servicing Ontario
Industry Financial Services
Experience
Canadian Mortgage Train (Corporate office Your Mortgage Connection) April 2008 - Present
Toronto Fire Services March 1991 - Present
Train Mortgage Brokers January 1990 - December 1993
Canada Trust January 1985 - March 1988
Skills
Mortgage, Client Services, Mortgage Lending, Refinance, Investment Properties, Commercial Mortgages, First Time Home Buyers, Rates, Credit, Mortgage Industry, Residential Mortgages, First Time Buyers, Lines Of Credit, Debt Consolidation, Mortgage Planning, Purchase, Mortgage Underwriting, Real Estate Financing, Money, Mortgage Banking, Conventional, Credit Analysis, Home Equity Lines of..., Condos, Debt, Home Equity Loans, Renewals, Rental Properties, Private Lending, Second Mortgages, Certified Mortgage..., Loans, Mortgage Marketing, Financial Services
Education
Seneca College of Applied Arts and Technology 2007 — 2008
FSU, Financial Services Underwriting
York University 2002 — 2008
B.A., Psychology
Canadian Mortgage Train (Corporate office Your Mortgage Connection) April 2008 - Present
Toronto Fire Services March 1991 - Present
Train Mortgage Brokers January 1990 - December 1993
Canada Trust January 1985 - March 1988
Skills
Mortgage, Client Services, Mortgage Lending, Refinance, Investment Properties, Commercial Mortgages, First Time Home Buyers, Rates, Credit, Mortgage Industry, Residential Mortgages, First Time Buyers, Lines Of Credit, Debt Consolidation, Mortgage Planning, Purchase, Mortgage Underwriting, Real Estate Financing, Money, Mortgage Banking, Conventional, Credit Analysis, Home Equity Lines of..., Condos, Debt, Home Equity Loans, Renewals, Rental Properties, Private Lending, Second Mortgages, Certified Mortgage..., Loans, Mortgage Marketing, Financial Services
Education
Seneca College of Applied Arts and Technology 2007 — 2008
FSU, Financial Services Underwriting
York University 2002 — 2008
B.A., Psychology
Giacomo Gelmo's Canada Trust Experience 1997 - 2000
Job Vice President & Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice November 2000 - Present
Canada Trust 1997 - 2000
TD Bank Financial Group June 1992 - May 1997
Skills
Asset Managment, Banking, Risk Management, Relationship Management, Financial Advisory, Wealth Management..., Tactical Asset..., Estate Planning, Business Succession..., Investment Advisory..., Succession Planning, Mutual Funds, Asset Management, Investments, Portfolio Management, Financial Planners, Wealth
Education
Ryerson University 1988 — 1991
Busness Administration, Business/Commerce, General
TD Wealth Private Investment Advice November 2000 - Present
Canada Trust 1997 - 2000
TD Bank Financial Group June 1992 - May 1997
Skills
Asset Managment, Banking, Risk Management, Relationship Management, Financial Advisory, Wealth Management..., Tactical Asset..., Estate Planning, Business Succession..., Investment Advisory..., Succession Planning, Mutual Funds, Asset Management, Investments, Portfolio Management, Financial Planners, Wealth
Education
Ryerson University 1988 — 1991
Busness Administration, Business/Commerce, General
Andre Emond's Canada Trust Experience January 1992 - August 1996
Job Owner, Sivis
Industry Automotive
Experience
Sivis March 2001 - Present
Sivis - Vip Service 2008 - 2014
Canada Trust January 1992 - August 1996
Chrysler Financial March 1973 - August 1988
Skills
Automotive, Automobile, Start-ups, Automotive Aftermarket, Marketing Strategy, Vehicles, Team Leadership, Negotiation, Customer Satisfaction, Marketing, Public Relations, Sales Operations, New Business Development, Purchasing, Dealers, Account Management, Sales Management, Team Building, Business Planning, Selling, Sales, Time Management, Retail, Profit, Inventory Management, Business Intelligence, Customer Retention, Forecasting, Business Analysis, Business Process..., Operations Management, Long-term Customer..., Parts
Education
Université Laval
Sivis March 2001 - Present
Sivis - Vip Service 2008 - 2014
Canada Trust January 1992 - August 1996
Chrysler Financial March 1973 - August 1988
Skills
Automotive, Automobile, Start-ups, Automotive Aftermarket, Marketing Strategy, Vehicles, Team Leadership, Negotiation, Customer Satisfaction, Marketing, Public Relations, Sales Operations, New Business Development, Purchasing, Dealers, Account Management, Sales Management, Team Building, Business Planning, Selling, Sales, Time Management, Retail, Profit, Inventory Management, Business Intelligence, Customer Retention, Forecasting, Business Analysis, Business Process..., Operations Management, Long-term Customer..., Parts
Education
Université Laval
Fred de Haan's Canada Trust Experience June 1988 - February 1999
Job Director, Respondent Contact Centres at Numeris
Industry Market Research
Experience
Numeris December 2009 - Present
Acrobat Research Ltd December 2008 - May 2009
ING DIRECT March 1999 - October 2008
Canada Trust June 1988 - February 1999
Skills
Customer Retention, Strategic Planning, Change Management, Customer Service, Banking, Recruiting, Training, People Development, Back Office, Call Center, Market Research, Process Improvement, Performance Management, Team Building, Project Management, Operations Management, Customer Satisfaction, Leadership, CRM, Team Leadership, Quality Assurance, Customer Experience, Call Centers, Cross-functional Team..., Human Resources, Sales, Project Planning, Employee Engagement, Quancept, Management, Business Development, Strategy, Vendor Management, A&U, Coaching, Team Management, New Business Development, NEBU, Account Management, Sales Management, Retail, Forecasting, Time Management, Sales Operations
Education
Redeemer University College 1988 — 1992
Honours Business, Business, Music Minor
Numeris December 2009 - Present
Acrobat Research Ltd December 2008 - May 2009
ING DIRECT March 1999 - October 2008
Canada Trust June 1988 - February 1999
Skills
Customer Retention, Strategic Planning, Change Management, Customer Service, Banking, Recruiting, Training, People Development, Back Office, Call Center, Market Research, Process Improvement, Performance Management, Team Building, Project Management, Operations Management, Customer Satisfaction, Leadership, CRM, Team Leadership, Quality Assurance, Customer Experience, Call Centers, Cross-functional Team..., Human Resources, Sales, Project Planning, Employee Engagement, Quancept, Management, Business Development, Strategy, Vendor Management, A&U, Coaching, Team Management, New Business Development, NEBU, Account Management, Sales Management, Retail, Forecasting, Time Management, Sales Operations
Education
Redeemer University College 1988 — 1992
Honours Business, Business, Music Minor
Antoinnette Douville-Mackie's Canada Trust Experience 1987 - 1994
Job Independent Human Resources Professional
Industry Human Resources
Experience
Insights 2001 - Present
928531 Alberta Ltd 1999 - Present
The Home Depot Canada 1998 - 1999
Rogers Communications 1997 - 1998
First Calgary Financial 1994 - 1997
Canada Trust 1987 - 1994
Skills
Talent Management, Leadership Development, Talent Acquisition, Training, Employee Relations, Human Resources, Recruiting, Workforce Planning, Succession Planning, Learning and Development, Organizational..., Onboarding
Education
The University of Calgary 1995 — 1997
Master's degree, Master of Continung Education - Specilization in Workplace Learning
The University of Calgary 1987 — 1991
Bachelor of Science (BS), Psychology
Insights 2001 - Present
928531 Alberta Ltd 1999 - Present
The Home Depot Canada 1998 - 1999
Rogers Communications 1997 - 1998
First Calgary Financial 1994 - 1997
Canada Trust 1987 - 1994
Skills
Talent Management, Leadership Development, Talent Acquisition, Training, Employee Relations, Human Resources, Recruiting, Workforce Planning, Succession Planning, Learning and Development, Organizational..., Onboarding
Education
The University of Calgary 1995 — 1997
Master's degree, Master of Continung Education - Specilization in Workplace Learning
The University of Calgary 1987 — 1991
Bachelor of Science (BS), Psychology
Jan Li's Canada Trust Experience 1987 - 1997
Job Mortgage Broker
Industry Financial Services
Experience
CENTUM Direct Financial Inc January 2008 - Present
Invis May 2002 - December 2007
Bank of Montreal February 1997 - April 2002
Canada Trust 1987 - 1997
Skills
Residential Mortgages, Refinance, Mortgage Lending, Debt Consolidation, Credit, Certified Mortgage..., Home Equity Lines of..., Reverse Mortgages, Underwriting, Home Equity Loans, Mortgage Marketing, Credit Analysis, Real Estate, First Time Home Buyers, Investment Properties, Management, Problem Management
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Mortgage Broker
CENTUM Direct Financial Inc January 2008 - Present
Invis May 2002 - December 2007
Bank of Montreal February 1997 - April 2002
Canada Trust 1987 - 1997
Skills
Residential Mortgages, Refinance, Mortgage Lending, Debt Consolidation, Credit, Certified Mortgage..., Home Equity Lines of..., Reverse Mortgages, Underwriting, Home Equity Loans, Mortgage Marketing, Credit Analysis, Real Estate, First Time Home Buyers, Investment Properties, Management, Problem Management
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Mortgage Broker
Mary Kubik's Canada Trust Experience February 1995 - November 1995
Job Accomplished Bank Executive
Industry Banking
Experience
Various Banks April 2009 - Present
Compass Bank 2007 - 2009
South Trust Nank February 2004 - April 2005
United Bank of VA January 2001 - July 2003
Chase Bank f/k/a The Bank of New York November 1998 - September 2000
Wachovia f/k/a First Union June 1997 - September 1998
First American Bank 1996 - 1997
Canada Trust February 1995 - November 1995
Bank of America 1984 - 1994
Skills
Banking, Team Building, Leadership, Business Development, Training, Recruiting, Sales, Business Planning, Coaching, Marketing, Strategic Planning, Customer Satisfaction, Budgets, Strategic Partnerships, Loans, Mergers & Acquisitions
Education
St. Petersburg College 1988 — 1990
Banking
Various Banks April 2009 - Present
Compass Bank 2007 - 2009
South Trust Nank February 2004 - April 2005
United Bank of VA January 2001 - July 2003
Chase Bank f/k/a The Bank of New York November 1998 - September 2000
Wachovia f/k/a First Union June 1997 - September 1998
First American Bank 1996 - 1997
Canada Trust February 1995 - November 1995
Bank of America 1984 - 1994
Skills
Banking, Team Building, Leadership, Business Development, Training, Recruiting, Sales, Business Planning, Coaching, Marketing, Strategic Planning, Customer Satisfaction, Budgets, Strategic Partnerships, Loans, Mergers & Acquisitions
Education
St. Petersburg College 1988 — 1990
Banking
Allison Chapman's Canada Trust Experience January 1995 - January 2001
Job Labour Relations Advisor at Ottawa Police Service
Industry Human Resources
Experience
Ottawa Police Service June 2014 - Present
Ontario English Catholic Teachers' Association (Short Term P/T Contract) February 2014 - May 2014
Ottawa Catholic School Board (Term Contract) November 2012 - February 2014
Contact Centre Canada - Held the following 2 positions November 2011 - November 2012
Contact Centre Canada November 2009 - November 2011
Kelly Services Canada January 2007 - November 2009
StarTek January 2003 - January 2007
Independent Financial Planning Group July 2002 - January 2003
Fosters Food Fair January 2001 - July 2002
Canada Trust January 1995 - January 2001
Skills
Organizational..., Business Communications, Organizational..., Strategic Thinking, Human Resources, Finance, Project Management, Training, Workforce Management, Change Management, Leadership, Process Improvement, Customer Experience, Team Leadership, Program Management, Operations Management, Strategic Planning, Team Building, Coaching, Employee Benefits, Employee Relations, Facilitators, Recruiting, Policy Writing, Procedure Development, Employee Engagement, Talent Management, Management, Policy, Interviews, Personnel Management, New Hire Orientations, Payroll, Temporary Placement, Hiring, Leadership Development, Talent Acquisition, Customer Service, Workshop Facilitation, Vendor Management, Time Management, HR Policies, Project Planning, Call Centers, Screening, Recruitment Advertising, Executive Search, Internet Recruiting, Staffing Services, Contract Recruitment
Education
Algonquin College of Applied Arts and Technology 2010 — 2010
Queen's University 1992 — 1995
Bachelor of Arts (B.A.)
Ottawa Police Service June 2014 - Present
Ontario English Catholic Teachers' Association (Short Term P/T Contract) February 2014 - May 2014
Ottawa Catholic School Board (Term Contract) November 2012 - February 2014
Contact Centre Canada - Held the following 2 positions November 2011 - November 2012
Contact Centre Canada November 2009 - November 2011
Kelly Services Canada January 2007 - November 2009
StarTek January 2003 - January 2007
Independent Financial Planning Group July 2002 - January 2003
Fosters Food Fair January 2001 - July 2002
Canada Trust January 1995 - January 2001
Skills
Organizational..., Business Communications, Organizational..., Strategic Thinking, Human Resources, Finance, Project Management, Training, Workforce Management, Change Management, Leadership, Process Improvement, Customer Experience, Team Leadership, Program Management, Operations Management, Strategic Planning, Team Building, Coaching, Employee Benefits, Employee Relations, Facilitators, Recruiting, Policy Writing, Procedure Development, Employee Engagement, Talent Management, Management, Policy, Interviews, Personnel Management, New Hire Orientations, Payroll, Temporary Placement, Hiring, Leadership Development, Talent Acquisition, Customer Service, Workshop Facilitation, Vendor Management, Time Management, HR Policies, Project Planning, Call Centers, Screening, Recruitment Advertising, Executive Search, Internet Recruiting, Staffing Services, Contract Recruitment
Education
Algonquin College of Applied Arts and Technology 2010 — 2010
Queen's University 1992 — 1995
Bachelor of Arts (B.A.)
Christine Fantasia's Canada Trust Experience February 2000 - November 2000
Job Sales Support, Training and Event Planning Specialist
Industry Financial Services
Experience
Gordon B Lang & Associates June 2014 - June 2015
TD Waterhouse February 2008 - October 2012
TD Waterhouse September 2003 - February 2008
TD Canada Trust November 2000 - September 2003
Canada Trust February 2000 - November 2000
Skills
Mutual Funds, Banking, People Development, Recruiting, Employee Training, Event Planning, Sales Support, Customer Retention, Project Management, Marketing Communications, Credit, Commercial Banking, Loans, Relationship Management, Investments, Wealth Management, Retail Banking, Mortgage Lending, Fixed Income, Customer Service
Education
Canadian Securities Institute
Conduct & Practices Handbook (CPH)
Canadian Securities Institute
Canadian Securities Course (CSC)
Sheridan College
Business Management, Business Administration and Management, General
Gordon B Lang & Associates June 2014 - June 2015
TD Waterhouse February 2008 - October 2012
TD Waterhouse September 2003 - February 2008
TD Canada Trust November 2000 - September 2003
Canada Trust February 2000 - November 2000
Skills
Mutual Funds, Banking, People Development, Recruiting, Employee Training, Event Planning, Sales Support, Customer Retention, Project Management, Marketing Communications, Credit, Commercial Banking, Loans, Relationship Management, Investments, Wealth Management, Retail Banking, Mortgage Lending, Fixed Income, Customer Service
Education
Canadian Securities Institute
Conduct & Practices Handbook (CPH)
Canadian Securities Institute
Canadian Securities Course (CSC)
Sheridan College
Business Management, Business Administration and Management, General
nathalie menahem's Canada Trust Experience April 2010 - May 2012
Job Real Estate Broker
Industry Real Estate
Experience
Canada Trust April 2010 - May 2012
Skills
Mortgage, Mortgage Lending, Refinance, Residential Mortgages, Loans, FHA, First Time Home Buyers, Real Estate Financing, Referrals, Investment Properties, Management
Education
McGill University
Psychology
Canada Trust April 2010 - May 2012
Skills
Mortgage, Mortgage Lending, Refinance, Residential Mortgages, Loans, FHA, First Time Home Buyers, Real Estate Financing, Referrals, Investment Properties, Management
Education
McGill University
Psychology
Gordon Gibbons's Canada Trust Experience January 1989 - June 1994
Job SVP at Leith Wheeler Investment Counsel Ltd.
Industry Investment Management
Experience
Leith Wheeler Investment Counsel Ltd. June 1994 - Present
Canada Trust January 1989 - June 1994
Skills
Pension Investing, Portfolio Management, Asset Management, Equities, Investments, Investment Management, Fixed Income, Hedge Funds, Chartered Financial..., Bloomberg, Derivatives, Risk Management, Alternative Investments, Investment Strategies, Asset Allocation, Quantitative Analytics, Equity Research, Wealth Management, Investment Advisory, Mutual Funds, Capital Markets, Investment Banking, Securities, Equity Capital Markets, Pensions, Pension Funds, Bonds, Investor Relations, Financial Modeling, Valuation, Cycling, Boxing
Education
Simon Fraser University 1982 — 1985
Bachelor's degree, Economics
Keil School Dumbarton Scotland
Leith Wheeler Investment Counsel Ltd. June 1994 - Present
Canada Trust January 1989 - June 1994
Skills
Pension Investing, Portfolio Management, Asset Management, Equities, Investments, Investment Management, Fixed Income, Hedge Funds, Chartered Financial..., Bloomberg, Derivatives, Risk Management, Alternative Investments, Investment Strategies, Asset Allocation, Quantitative Analytics, Equity Research, Wealth Management, Investment Advisory, Mutual Funds, Capital Markets, Investment Banking, Securities, Equity Capital Markets, Pensions, Pension Funds, Bonds, Investor Relations, Financial Modeling, Valuation, Cycling, Boxing
Education
Simon Fraser University 1982 — 1985
Bachelor's degree, Economics
Keil School Dumbarton Scotland
Paul Riggs, CFA's Canada Trust Experience 1995 - 2000
Job Teacher Business/Coop at Halton District School Board
Industry Primary/Secondary Education
Experience
Halton District School Board September 2006 - Present
Flamborough Chamber of Commerce September 2004 - September 2006
RBC Dominion Securities 2000 - 2005
Canada Trust 1995 - 2000
National Trust 1992 - 1994
Coppley Group 1986 - 1987
Skills
Volunteer Management, Public Relations, Teaching, Public Speaking, Non-profits, Microsoft Office, Community Outreach, Fundraising, Leadership Development, Program Development, Grant Writing
Education
McMaster University 1980 — 1985
Hons BA, Economics
University of Guelph 1979 — 1980
Halton District School Board September 2006 - Present
Flamborough Chamber of Commerce September 2004 - September 2006
RBC Dominion Securities 2000 - 2005
Canada Trust 1995 - 2000
National Trust 1992 - 1994
Coppley Group 1986 - 1987
Skills
Volunteer Management, Public Relations, Teaching, Public Speaking, Non-profits, Microsoft Office, Community Outreach, Fundraising, Leadership Development, Program Development, Grant Writing
Education
McMaster University 1980 — 1985
Hons BA, Economics
University of Guelph 1979 — 1980
Dawn Fielden's Canada Trust Experience 1980 - 1993
Job Owner, Blue Heron Quilting, Tsawwassen, BC
Industry Textiles
Experience
Blue Heron Quilting March 2005 - Present
Leisure Arts 1996 - 2006
Canada Trust 1980 - 1993
Skills
Craft, Embroidery, Weaving
Education
UBC
Blue Heron Quilting March 2005 - Present
Leisure Arts 1996 - 2006
Canada Trust 1980 - 1993
Skills
Craft, Embroidery, Weaving
Education
UBC
Ruth Glendon's Canada Trust Experience January 1989 - January 1999
Job as requested
Industry Health, Wellness and Fitness
Experience
"The Practical Daughter" March 2009 - Present
"Reflexology by Ruth" August 2003 - Present
Canada Trust January 1989 - January 1999
Bradshaws China London January 1988 - January 1990
Skills
Wellness, Nutrition, Holistic Health, Healing, Wellbeing, Wellness Coaching, Therapeutic Massage, Reiki, Relaxation, Lifestyle, Public Speaking, Back Pain, Meditation, Headaches, Stress Management, Reflexology, Stress
Education
Ontario College of Art and Design 1986 — 1988
Art Certificate, Art History, Criticism and Conservation
HB BEAL 1982 — 1984
SPECIAL ART CERTIFICATE, Post Secondary Art Studies, Completed Post Secondary Studies
"The Practical Daughter" March 2009 - Present
"Reflexology by Ruth" August 2003 - Present
Canada Trust January 1989 - January 1999
Bradshaws China London January 1988 - January 1990
Skills
Wellness, Nutrition, Holistic Health, Healing, Wellbeing, Wellness Coaching, Therapeutic Massage, Reiki, Relaxation, Lifestyle, Public Speaking, Back Pain, Meditation, Headaches, Stress Management, Reflexology, Stress
Education
Ontario College of Art and Design 1986 — 1988
Art Certificate, Art History, Criticism and Conservation
HB BEAL 1982 — 1984
SPECIAL ART CERTIFICATE, Post Secondary Art Studies, Completed Post Secondary Studies
Jane Elliott's Canada Trust Experience 1996 - 1998
Job Retired from TD Bank (March 2015)
Industry Financial Services
Experience
TD November 2014 - March 2015
TD November 2012 - November 2014
TD 2009 - November 2011
TD Bank Group 2006 - 2009
TD Bank Group 2004 - 2006
TD Bank Group 2001 - 2004
TD Canada Trust 1998 - 2001
Canada Trust 1996 - 1998
Canada Trust 1992 - 1996
Canada Trust 1990 - 1992
Skills
Retail Banking, Credit, Small Business Lending, Relationship Management, Commercial Banking, Financial Services, Banking, Mortgage Lending, Loans, Credit Risk, Consumer Lending, Residential Mortgages, Credit Analysis, Insurance, Creditor Insurance, Debt Cancellation, Risk Management, Business Development, Business Analysis, Credit Cards, Investments, Mortgage Banking, Mutual Funds, Credit Insurance, Refinance, Branch Management, Leadership, Sales, Lines Of Credit, Cross Selling
Education
McMaster University
McMaster School of Social Work
University of Toronto at Scarborough
TD November 2014 - March 2015
TD November 2012 - November 2014
TD 2009 - November 2011
TD Bank Group 2006 - 2009
TD Bank Group 2004 - 2006
TD Bank Group 2001 - 2004
TD Canada Trust 1998 - 2001
Canada Trust 1996 - 1998
Canada Trust 1992 - 1996
Canada Trust 1990 - 1992
Skills
Retail Banking, Credit, Small Business Lending, Relationship Management, Commercial Banking, Financial Services, Banking, Mortgage Lending, Loans, Credit Risk, Consumer Lending, Residential Mortgages, Credit Analysis, Insurance, Creditor Insurance, Debt Cancellation, Risk Management, Business Development, Business Analysis, Credit Cards, Investments, Mortgage Banking, Mutual Funds, Credit Insurance, Refinance, Branch Management, Leadership, Sales, Lines Of Credit, Cross Selling
Education
McMaster University
McMaster School of Social Work
University of Toronto at Scarborough
Mark Bankay's Canada Trust Experience November 1993 - July 1997
Job Managing Director, Product Development North America at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management July 2013 - Present
Manulife Asset Management January 2011 - July 2013
Hartford Investments January 2008 - January 2011
AGF Management Limited January 2006 - January 2008
Fidelity Investments April 2001 - January 2006
Russell Investments July 1997 - July 2000
Canada Trust November 1993 - July 1997
Education
McMaster University
Manulife Asset Management July 2013 - Present
Manulife Asset Management January 2011 - July 2013
Hartford Investments January 2008 - January 2011
AGF Management Limited January 2006 - January 2008
Fidelity Investments April 2001 - January 2006
Russell Investments July 1997 - July 2000
Canada Trust November 1993 - July 1997
Education
McMaster University
Adrienne Henry's Canada Trust Experience 1992 - 1999
Job Interior Decor and Home Staging at Adrienne Henry Design
Industry Design
Experience
Adrienne Henry Design October 2014 - Present
TD Canada Trust 1999 - 2004
Canada Trust 1992 - 1999
Skills
Investments, Wealth Management
Education
Queen's University 1986 — 1990
Bachelor Arts Honours, Economics
Oakville Trafaglar High School 1981 — 1986
Adrienne Henry Design October 2014 - Present
TD Canada Trust 1999 - 2004
Canada Trust 1992 - 1999
Skills
Investments, Wealth Management
Education
Queen's University 1986 — 1990
Bachelor Arts Honours, Economics
Oakville Trafaglar High School 1981 — 1986
David Briley's Canada Trust Experience June 1998 - February 2000
Job Technical Analyst (Day 2 Support) at IBM Canada Ltd.
Industry Information Technology and Services
Experience
IBM Canada Ltd. October 2003 - Present
TD February 2000 - October 2003
Canada Trust June 1998 - February 2000
Brock Telecom July 1995 - June 1998
Skills
IT Service Management, Service Delivery, Troubleshooting, Business Analysis, Virtualization, SQL, Servers, Requirements Analysis, Disaster Recovery, Unix
Education
Saint Lawrence College 1992 — 1995
Graduate, Business Information Systems
IBM Canada Ltd. October 2003 - Present
TD February 2000 - October 2003
Canada Trust June 1998 - February 2000
Brock Telecom July 1995 - June 1998
Skills
IT Service Management, Service Delivery, Troubleshooting, Business Analysis, Virtualization, SQL, Servers, Requirements Analysis, Disaster Recovery, Unix
Education
Saint Lawrence College 1992 — 1995
Graduate, Business Information Systems
AllanMDMInsurance Weiss's Canada Trust Experience June 1978 - August 1992
Job Associate Insurance Consultant at MD Financial
Industry Financial Services
Experience
MD Financial February 2007 - Present
P.B.Fraser and Associates October 1992 - September 2006
Canada Trust June 1978 - August 1992
Education
McGill University 1964 — 1969
Bachelor of Science, Biology
MD Financial February 2007 - Present
P.B.Fraser and Associates October 1992 - September 2006
Canada Trust June 1978 - August 1992
Education
McGill University 1964 — 1969
Bachelor of Science, Biology
David Harley's Canada Trust Experience October 1995 - August 2001
Job Operations and Sales Coordinator at WinMar Freight Managment
Industry Transportation/Trucking/Railroad
Experience
Win-Mar Freight Managment June 2011 - Present
Bison Transport Inc. September 2005 - June 2011
Buffalo Credit Union September 2004 - September 2005
South Interlake Credit Union September 2001 - September 2004
Canada Trust October 1995 - August 2001
Education
University of Manitoba 1990 — 1995
BA, Geography
Win-Mar Freight Managment June 2011 - Present
Bison Transport Inc. September 2005 - June 2011
Buffalo Credit Union September 2004 - September 2005
South Interlake Credit Union September 2001 - September 2004
Canada Trust October 1995 - August 2001
Education
University of Manitoba 1990 — 1995
BA, Geography
Ada Au's Canada Trust Experience 1988 - 1990
Job
Industry Banking
Experience
Thai Paradise Restaurant September 2003 - December 2010
Deloitte and touche 1994 - 1998
Reemark 1991 - 1993
Canada Trust 1988 - 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Public Speaking
Education
The University of British Columbia 1983 — 1988
B.A., Economics
Vancouver Technical Secondary
Thai Paradise Restaurant September 2003 - December 2010
Deloitte and touche 1994 - 1998
Reemark 1991 - 1993
Canada Trust 1988 - 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Public Speaking
Education
The University of British Columbia 1983 — 1988
B.A., Economics
Vancouver Technical Secondary
Mike Lajoie's Canada Trust Experience 1995 - 2001
Job Financial Consultant at MD Physician Services
Industry Financial Services
Experience
MD Physician Services January 2011 - Present
CIBC Asset Management 2001 - 2011
Canada Trust 1995 - 2001
Education
University of Ottawa / Université d'Ottawa 1985 — 1990
Bachelor of Social Sciences, Economics
MD Physician Services January 2011 - Present
CIBC Asset Management 2001 - 2011
Canada Trust 1995 - 2001
Education
University of Ottawa / Université d'Ottawa 1985 — 1990
Bachelor of Social Sciences, Economics
Marleen Da Silva's Canada Trust Experience June 1991 - October 2001
Job Account Manager at Vancity
Industry Financial Services
Experience
Vancity October 2001 - Present
Vancity October 2007 - October 2010
Canada Trust June 1991 - October 2001
Skills
Residential Mortgages, Account Management, Core Banking, Certified Financial..., Banking, Credit, Mortgage Lending, Retirement, Customer Service, Loans, Investments, Mutual Funds, Wealth Management, Financial Services, Retirement Planning, Portfolio Management, Retail Banking, Risk Management
Education
Investment Funds Institute of Canada 2005 — 2010
CFP, Financial Planning and Services
UBC 1987 — 1991
Bachelor of Arts (BA), Economics
Vancity October 2001 - Present
Vancity October 2007 - October 2010
Canada Trust June 1991 - October 2001
Skills
Residential Mortgages, Account Management, Core Banking, Certified Financial..., Banking, Credit, Mortgage Lending, Retirement, Customer Service, Loans, Investments, Mutual Funds, Wealth Management, Financial Services, Retirement Planning, Portfolio Management, Retail Banking, Risk Management
Education
Investment Funds Institute of Canada 2005 — 2010
CFP, Financial Planning and Services
UBC 1987 — 1991
Bachelor of Arts (BA), Economics
Jacqueline Keen's Canada Trust Experience June 1980 - March 1994
Job
Industry Retail
Experience
Hudson's Bay Company January 2000 - Present
Pengrowth Saddledome April 1998 - November 2008
Calgary Stampede May 1999 - July 2007
Canada Trust June 1980 - March 1994
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Windows, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Retail
Education
Red Deer College 1995 — 1997
Diploma, Theatre Studies-
St Mary's Girls--Calgary 1967 — 1969
Grade 12 diploma
Hudson's Bay Company January 2000 - Present
Pengrowth Saddledome April 1998 - November 2008
Calgary Stampede May 1999 - July 2007
Canada Trust June 1980 - March 1994
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Windows, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Retail
Education
Red Deer College 1995 — 1997
Diploma, Theatre Studies-
St Mary's Girls--Calgary 1967 — 1969
Grade 12 diploma
Chris Kresic, CFA's Canada Trust Experience January 1997 - December 1997
Job Executive Committee Member at Jarislowsky, Fraser Limited
Industry Investment Management
Experience
Jarislowsky, Fraser Limited 2010 - Present
Mackenzie Investments December 1997 - June 2010
Canada Trust January 1997 - December 1997
General Accident Insurance June 1994 - January 1997
Bank of Canada January 1988 - June 1994
Skills
Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Management, Financial Analysis, Management
Education
Chartered Financial Analyst 1989 — 1991
CFA
University of Ottawa 1983 — 1987
Bachelor of Commerce (B.Com.), Accounting and Finance, Cum Laude
Jarislowsky, Fraser Limited 2010 - Present
Mackenzie Investments December 1997 - June 2010
Canada Trust January 1997 - December 1997
General Accident Insurance June 1994 - January 1997
Bank of Canada January 1988 - June 1994
Skills
Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Management, Financial Analysis, Management
Education
Chartered Financial Analyst 1989 — 1991
CFA
University of Ottawa 1983 — 1987
Bachelor of Commerce (B.Com.), Accounting and Finance, Cum Laude
TD
Scotiabank
TD Canada Trust
Silicon Valley Bank
China Merchants Bank
CIT Group
Cadence Bank, N.A.
The CIT Group