Canadian Western Trust
Industry: Company
DescriptionFounded: 1987 Parent organization: Canadian Western Bank Subsidiary: Canadian Western Trust, Asset Management Arm
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Canadian Western Trust Employees
Employee
Years
Job
Industry
George Pinckney George Pinckney's Canadian Western Trust Experience May 2009 - February 2013
Job at B2B Bank
Industry Investment Banking
Experience
B2B Bank November 2014 - Present
Canadian Western Bank & Trust February 2013 - November 2014
Canadian Western Trust May 2009 - February 2013
MD Physician Services September 2007 - May 2009
ATB Financial February 2001 - September 2007
Skills
Mutual Funds, Equities, Wealth Management, Investments, Securities, Retirement Planning, Portfolio Management, Credit, Strategic Financial..., Loans, Business Development, Mortgage Lending, Relationship Management, Banking, Finance, Financial Analysis, Commercial Banking, Credit Analysis, Credit Risk, Financial Services, Retail Banking
Education
Royal Roads University
B2B Bank November 2014 - Present
Canadian Western Bank & Trust February 2013 - November 2014
Canadian Western Trust May 2009 - February 2013
MD Physician Services September 2007 - May 2009
ATB Financial February 2001 - September 2007
Skills
Mutual Funds, Equities, Wealth Management, Investments, Securities, Retirement Planning, Portfolio Management, Credit, Strategic Financial..., Loans, Business Development, Mortgage Lending, Relationship Management, Banking, Finance, Financial Analysis, Commercial Banking, Credit Analysis, Credit Risk, Financial Services, Retail Banking
Education
Royal Roads University
Terry Krinsky, CIM® Terry Krinsky, CIM®'s Canadian Western Trust Experience May 2004 - April 2006
Job Associate, Investment Consulting
Industry Investment Management
Experience
Aon Hewitt November 2011 - Present
CI Financial September 2009 - October 2011
LedgersOnline May 2006 - August 2009
Canadian Western Trust May 2004 - April 2006
TD CanadaTrust December 2001 - April 2004
Skills
Financial Analysis, Analysis, Microsoft Excel, Project Management, Business Development, Microsoft Office, New Business Development, Team Leadership, Investment Management, PowerPoint, Public Speaking, Strategic Planning, Accounting, Portfolio Management, Financial Advisory, Investments, Financial Modeling, Investment Strategies, Mutual Funds, Strategic Financial..., Asset Management, Financial Services, Asset Allocation, Equities, Wealth Management, Marketing Strategy, Investment Advisory, Insurance, Risk Management, Pensions
Education
CSI Global Education Inc 2009 — 2011
Chartered Investment Manager (CIM®)
British Columbia Institute of Technology 2001 — 2005
Marketing & Communications
Capilano University 1999 — 2001
Business Administration program
Aon Hewitt November 2011 - Present
CI Financial September 2009 - October 2011
LedgersOnline May 2006 - August 2009
Canadian Western Trust May 2004 - April 2006
TD CanadaTrust December 2001 - April 2004
Skills
Financial Analysis, Analysis, Microsoft Excel, Project Management, Business Development, Microsoft Office, New Business Development, Team Leadership, Investment Management, PowerPoint, Public Speaking, Strategic Planning, Accounting, Portfolio Management, Financial Advisory, Investments, Financial Modeling, Investment Strategies, Mutual Funds, Strategic Financial..., Asset Management, Financial Services, Asset Allocation, Equities, Wealth Management, Marketing Strategy, Investment Advisory, Insurance, Risk Management, Pensions
Education
CSI Global Education Inc 2009 — 2011
Chartered Investment Manager (CIM®)
British Columbia Institute of Technology 2001 — 2005
Marketing & Communications
Capilano University 1999 — 2001
Business Administration program
Dawid Spamer Dawid Spamer's Canadian Western Trust Experience June 2012 - February 2014
Job Software Developer | Communication Designer | Digital Marketer | Entrepreneur
Industry Design
Experience
Lighthouse Labs June 2014 - Present
Dawid Spamer Design April 2007 - Present
Better Office Apps July 2014 - October 2014
Canadian Western Trust June 2012 - February 2014
Metro Web Systems January 2012 - June 2012
OMEGA NUTRITION CANADA INC. April 2009 - August 2011
Health Media Marketing July 2008 - December 2010
OMEGA NUTRITION CANADA INC. July 2007 - April 2009
Mike Wesson Photography December 2005 - April 2006
Skills
Advertising, Social Media, Corporate Identity, Web Design, Web Development, Graphic Design, JavaScript, HTML, CSS, Packaging, jQuery, SQL, Art Direction, Strategic Planning, Guerrilla Marketing, Product Development, Ruby on Rails, SQLite, PostgreSQL, Git, Github, AngularJS
Education
British Columbia Institute of Technology / BCIT 2011 — 2015
Applied Web Development
Lighthouse Labs 2014 — 2014
Full-Stack Web Development
Cape Peninsula University of Technology 2003 — 2006
BA, Communication Design
Lighthouse Labs June 2014 - Present
Dawid Spamer Design April 2007 - Present
Better Office Apps July 2014 - October 2014
Canadian Western Trust June 2012 - February 2014
Metro Web Systems January 2012 - June 2012
OMEGA NUTRITION CANADA INC. April 2009 - August 2011
Health Media Marketing July 2008 - December 2010
OMEGA NUTRITION CANADA INC. July 2007 - April 2009
Mike Wesson Photography December 2005 - April 2006
Skills
Advertising, Social Media, Corporate Identity, Web Design, Web Development, Graphic Design, JavaScript, HTML, CSS, Packaging, jQuery, SQL, Art Direction, Strategic Planning, Guerrilla Marketing, Product Development, Ruby on Rails, SQLite, PostgreSQL, Git, Github, AngularJS
Education
British Columbia Institute of Technology / BCIT 2011 — 2015
Applied Web Development
Lighthouse Labs 2014 — 2014
Full-Stack Web Development
Cape Peninsula University of Technology 2003 — 2006
BA, Communication Design
Rick Wood, CFP® Rick Wood, CFP®'s Canadian Western Trust Experience April 2009 - January 2015
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
Cathy Phillips Cathy Phillips's Canadian Western Trust Experience January 1992 - March 2008
Job Managing Director, Sales & Distribution at RBC Investor & Treasury Services
Industry Financial Services
Experience
RBC Investor & Treasury Services January 2015 - Present
RBC Investor Service Trust November 2012 - Present
RBC Investor Services April 2008 - November 2012
Canadian Western Trust January 1992 - March 2008
Skills
Mutual Funds, Equities, Investments, Securities, Wealth Management, Relationship Management, Customer Service, Banking, Pensions, Financial Services, Management, Hedge Funds, Risk Management, Portfolio Management
Education
British Columbia Institute of Technology 2004 — 2012
Human Resources Management Certification Program, Human Resource Management & Business
CCHRA - BCHRMA 2008 — 2009
CHRP, Certified Human Resource Professional
RBC Investor & Treasury Services January 2015 - Present
RBC Investor Service Trust November 2012 - Present
RBC Investor Services April 2008 - November 2012
Canadian Western Trust January 1992 - March 2008
Skills
Mutual Funds, Equities, Investments, Securities, Wealth Management, Relationship Management, Customer Service, Banking, Pensions, Financial Services, Management, Hedge Funds, Risk Management, Portfolio Management
Education
British Columbia Institute of Technology 2004 — 2012
Human Resources Management Certification Program, Human Resource Management & Business
CCHRA - BCHRMA 2008 — 2009
CHRP, Certified Human Resource Professional
Rianna Hansen Rianna Hansen's Canadian Western Trust Experience August 2011 - September 2012
Job Administrator
Industry Financial Services
Experience
Public Guardian and Trustee of BC January 2013 - Present
Canadian Western Trust August 2011 - September 2012
Paragon Financial Services Inc. September 2005 - July 2011
Coast Capital Savings 2001 - 2005
Mac & Jac 2000 - 2001
The BAY 1999 - 2000
Skills
Customer Service, Mutual Funds, Segregated Funds, Microsoft Excel, Microsoft Word, Microsoft Outlook, Novell, Univeris, Bodimetrics, FundSERV Connect, Fund Inquiry, Sage 50 (Simply..., Iron Mountain Storage, Life Insurance, Guaranteed Investment..., Oracle Applications
Education
Simon Fraser University 2014 — 2016
Human Resources Management Certificate, Human Resources Management and Services, Enrolled
Douglas College
Office Administration - Administrative Assistant Certificate
Public Guardian and Trustee of BC January 2013 - Present
Canadian Western Trust August 2011 - September 2012
Paragon Financial Services Inc. September 2005 - July 2011
Coast Capital Savings 2001 - 2005
Mac & Jac 2000 - 2001
The BAY 1999 - 2000
Skills
Customer Service, Mutual Funds, Segregated Funds, Microsoft Excel, Microsoft Word, Microsoft Outlook, Novell, Univeris, Bodimetrics, FundSERV Connect, Fund Inquiry, Sage 50 (Simply..., Iron Mountain Storage, Life Insurance, Guaranteed Investment..., Oracle Applications
Education
Simon Fraser University 2014 — 2016
Human Resources Management Certificate, Human Resources Management and Services, Enrolled
Douglas College
Office Administration - Administrative Assistant Certificate
Raz Purewal Raz Purewal's Canadian Western Trust Experience June 2013 - Present
Job Manager, Mutual Funds & securities at Canadian Western Trust
Industry Financial Services
Experience
Canadian Western Trust June 2013 - Present
Canadian Western Trust December 2010 - Present
Skills
Marketing Strategy, Insurance, Change Management, Customer Service, Project Planning, Microsoft Office, Coaching, Team Leadership, Microsoft Word, Social Media, Microsoft Excel, PowerPoint, Equities, Project Management, Strategic Planning, Business Development, Mutual Funds
Education
Simon Fraser University
Canadian Western Trust June 2013 - Present
Canadian Western Trust December 2010 - Present
Skills
Marketing Strategy, Insurance, Change Management, Customer Service, Project Planning, Microsoft Office, Coaching, Team Leadership, Microsoft Word, Social Media, Microsoft Excel, PowerPoint, Equities, Project Management, Strategic Planning, Business Development, Mutual Funds
Education
Simon Fraser University
Robert Nakoneshny's Canadian Western Trust Experience 2000 - 2005
Job Vice President, Private Wealth Management at Investors Group
Industry Investment Management
Experience
Investors Group March 2015 - Present
Mackenzie Investments July 2011 - February 2015
Mackenzie Financial January 2005 - June 2011
Canadian Western Trust 2000 - 2005
TD 1996 - 1998
TD Canada Trust 1990 - 1998
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Investment Strategies, Retirement, Retirement Planning, Investments, Estate Planning, Portfolio Management, Wealth, Asset Allocation, Financial Advisory, Investment Advisory, Securities, Financial Services, Asset Management, Alternative Investments, ETFs, Investment Management, Wealth Management..., High Net Worth..., Financial Planners, Equities, Separately Managed..., Financial Planning
Education
University of Saskatchewan 1985 — 1990
B Commerce, Marketing and Finance
E D Feehan 1980 — 1985
Senior Matriculation
Canadian Securities Institute
PFP
Investors Group March 2015 - Present
Mackenzie Investments July 2011 - February 2015
Mackenzie Financial January 2005 - June 2011
Canadian Western Trust 2000 - 2005
TD 1996 - 1998
TD Canada Trust 1990 - 1998
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Investment Strategies, Retirement, Retirement Planning, Investments, Estate Planning, Portfolio Management, Wealth, Asset Allocation, Financial Advisory, Investment Advisory, Securities, Financial Services, Asset Management, Alternative Investments, ETFs, Investment Management, Wealth Management..., High Net Worth..., Financial Planners, Equities, Separately Managed..., Financial Planning
Education
University of Saskatchewan 1985 — 1990
B Commerce, Marketing and Finance
E D Feehan 1980 — 1985
Senior Matriculation
Canadian Securities Institute
PFP
Crystal Thorleifson Crystal Thorleifson's Canadian Western Trust Experience December 2013 - January 2015
Job Account Representative at CocaCola Refreshments
Industry Marketing and Advertising
Experience
The Coca-Cola Company June 2015 - Present
Glacier Media Inc. January 2015 - May 2015
Canadian Western Trust December 2013 - January 2015
Canadian Western Trust April 2013 - December 2013
Ultimate Collision Repairs Ltd. 2009 - April 2013
Vancouver Aquarium March 2012 - May 2012
SportsMark Management Group 2010 - 2010
White Spot 2006 - 2009
Skills
Entrepreneurship, Market Research, Social Media Marketing, Sales, Social Networking, Marketing, Business Planning, Event Planning, New Business Development, Account Management, Adobe Creative Suite, Digital Marketing, CRM Databases, Microsoft Office, Social Media, Time Management, Microsoft Excel, Event Management, Teamwork, Customer Service, Film, Film Editing, Quickbooks, YouTube, Data Analysis, Building Relationships, Fundraising
Education
British Columbia Institute of Technology 2010 — 2012
Marketing Management, Entrepreneurship
Douglas College 2005 — 2009
Bachelor of Arts, Psychology, Sociology
The Coca-Cola Company June 2015 - Present
Glacier Media Inc. January 2015 - May 2015
Canadian Western Trust December 2013 - January 2015
Canadian Western Trust April 2013 - December 2013
Ultimate Collision Repairs Ltd. 2009 - April 2013
Vancouver Aquarium March 2012 - May 2012
SportsMark Management Group 2010 - 2010
White Spot 2006 - 2009
Skills
Entrepreneurship, Market Research, Social Media Marketing, Sales, Social Networking, Marketing, Business Planning, Event Planning, New Business Development, Account Management, Adobe Creative Suite, Digital Marketing, CRM Databases, Microsoft Office, Social Media, Time Management, Microsoft Excel, Event Management, Teamwork, Customer Service, Film, Film Editing, Quickbooks, YouTube, Data Analysis, Building Relationships, Fundraising
Education
British Columbia Institute of Technology 2010 — 2012
Marketing Management, Entrepreneurship
Douglas College 2005 — 2009
Bachelor of Arts, Psychology, Sociology
Matthew Latimer Matthew Latimer's Canadian Western Trust Experience October 2011 - Present
Job Business Development Manager, Ontario & Manitoba at Canadian Western Trust
Industry Financial Services
Experience
Canadian Western Trust October 2011 - Present
Federation of Mutual Fund Dealers October 2011 - Present
Skills
Mutual Funds, Equities, Mortgage, Financial Markets, Fixed Income, Dealers, Tax Preparation, Segregated Funds, Options Strategies, Wholesaling, CRM software, Financial Services, Mortgage Lending, Strategic Financial..., Investments, CRM, Retirement Planning, Banking, Loans, Finance, Wealth Management, Securities, Portfolio Management, Retirement, Business Development, Investment Strategies, Financial Advisory, Investment Advisory, Relationship Management, Financial Planning
Education
Seneca College of Applied Arts and Technology 2009 — 2009
Mortgage Agent Program
Canadian Securities Institute 2008 — 2009
H&R Block 2008 — 2010
Ontario College of Art and Design 1996 — 2001
AOCAD
Canadian Western Trust October 2011 - Present
Federation of Mutual Fund Dealers October 2011 - Present
Skills
Mutual Funds, Equities, Mortgage, Financial Markets, Fixed Income, Dealers, Tax Preparation, Segregated Funds, Options Strategies, Wholesaling, CRM software, Financial Services, Mortgage Lending, Strategic Financial..., Investments, CRM, Retirement Planning, Banking, Loans, Finance, Wealth Management, Securities, Portfolio Management, Retirement, Business Development, Investment Strategies, Financial Advisory, Investment Advisory, Relationship Management, Financial Planning
Education
Seneca College of Applied Arts and Technology 2009 — 2009
Mortgage Agent Program
Canadian Securities Institute 2008 — 2009
H&R Block 2008 — 2010
Ontario College of Art and Design 1996 — 2001
AOCAD
Amy Carotenuto's Canadian Western Trust Experience June 2008 - August 2014
Job Ad Specialist at Vreative Advertising Labs
Industry Marketing and Advertising
Experience
Vreative Advertising Labs May 2015 - Present
Computershare Canada September 2014 - June 2015
Canadian Western Trust June 2008 - August 2014
Skills
Customer Service, Microsoft Office, Public Speaking, Event Planning, Social Media, Project Management, Microsoft Word, Leadership, Team Leadership, Microsoft Excel
Education
Simon Fraser University 2010 — 2014
Little Flower Academy 2004 — 2009
8-12
Vreative Advertising Labs May 2015 - Present
Computershare Canada September 2014 - June 2015
Canadian Western Trust June 2008 - August 2014
Skills
Customer Service, Microsoft Office, Public Speaking, Event Planning, Social Media, Project Management, Microsoft Word, Leadership, Team Leadership, Microsoft Excel
Education
Simon Fraser University 2010 — 2014
Little Flower Academy 2004 — 2009
8-12
Inesa Yali Inesa Yali's Canadian Western Trust Experience May 2005 - August 2007
Job Director of Finance at Sanford Housing Society
Industry Accounting
Experience
Sanford Housing Society November 2014 - Present
The Minerva Foundation for BC Women June 2008 - July 2014
Department of National Defence February 2011 - January 2013
Pacific Coast Fishermen’s Mutual Marine Insurance Company September 2007 - February 2008
Canadian Western Trust May 2005 - August 2007
BC Hot House Foods Inc. June 2003 - July 2003
Dongorbank (now First Ukrainian International Bank) October 2000 - October 2002
Prominvestbank October 1991 - October 2000
Skills
Financial Reporting, Accounting, Tax Preparation, Financial Accounting, Financial Analysis, Managerial Finance, Budgets, Journal Entries, General Ledger, Fixed Assets, Corporate Finance, Internal Controls, IFRS, Finance, Due Diligence, Internal Audit, Cash Flow, Accounts Receivable, Account Reconciliation, Forecasting, Investments, Strategic Financial..., Financial Forecasting, Cost Accounting, Auditing, Portfolio Management, Bookkeeping, Management Accounting, Small Business, Revenue Recognition, Consolidation, Cash Flow Forecasting, Bank Reconciliation, Financial Audits, Financial Modeling, Project Planning, Payroll, Business Planning, Analysis, External Audit, Business Process..., Cash Management, GAAP, Financial Planning
Education
Certified Management Accountants of Canada 2010 — 2013
CMA
Donetsk National University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Economics
Sanford Housing Society November 2014 - Present
The Minerva Foundation for BC Women June 2008 - July 2014
Department of National Defence February 2011 - January 2013
Pacific Coast Fishermen’s Mutual Marine Insurance Company September 2007 - February 2008
Canadian Western Trust May 2005 - August 2007
BC Hot House Foods Inc. June 2003 - July 2003
Dongorbank (now First Ukrainian International Bank) October 2000 - October 2002
Prominvestbank October 1991 - October 2000
Skills
Financial Reporting, Accounting, Tax Preparation, Financial Accounting, Financial Analysis, Managerial Finance, Budgets, Journal Entries, General Ledger, Fixed Assets, Corporate Finance, Internal Controls, IFRS, Finance, Due Diligence, Internal Audit, Cash Flow, Accounts Receivable, Account Reconciliation, Forecasting, Investments, Strategic Financial..., Financial Forecasting, Cost Accounting, Auditing, Portfolio Management, Bookkeeping, Management Accounting, Small Business, Revenue Recognition, Consolidation, Cash Flow Forecasting, Bank Reconciliation, Financial Audits, Financial Modeling, Project Planning, Payroll, Business Planning, Analysis, External Audit, Business Process..., Cash Management, GAAP, Financial Planning
Education
Certified Management Accountants of Canada 2010 — 2013
CMA
Donetsk National University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Economics
Pooja Wallia's Canadian Western Trust Experience January 2001 - June 2002
Job Client Relationship Manager at GreatWest Life
Industry Financial Services
Experience
Great-West Life May 2014 - Present
Qtrade Financial Group October 2006 - April 2014
Qtrade Financial Group March 2009 - October 2011
Qtrade Financial Group October 2006 - March 2009
Credential June 2003 - October 2006
Investors Group Financial Services Inc. June 2002 - June 2003
Canadian Western Trust January 2001 - June 2002
ScotiaMcLeod June 2001 - January 2002
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Investment Advisory, Wealth, Retirement Planning, Securities, Insurance, Asset Managment, Investment Strategies, Estate Planning, Retirement, Portfolio Management, Investment Management, Equities, Financial Services, Mortgage Lending, Asset Management, FX Options, Fixed Income, Banking, Business Planning, Critical Illness, Personal Finance, Credit Analysis, Alternative Investments, Financial Planners, Relationship Management, Financial Advisory, Asset Allocation, Credit, Bonds, Certified Financial..., Life Insurance, Loans, Wealth Accumulation, Disability Insurance, Financial Analysis, Trading, Fixed Annuities, Wealth Management..., Risk Management, Pensions, Finance, Training Delivery, Coaching, Team Management, Project Management, Sales
Education
Simon Fraser University 1996 — 1999
Criminology and Political Science
Great-West Life May 2014 - Present
Qtrade Financial Group October 2006 - April 2014
Qtrade Financial Group March 2009 - October 2011
Qtrade Financial Group October 2006 - March 2009
Credential June 2003 - October 2006
Investors Group Financial Services Inc. June 2002 - June 2003
Canadian Western Trust January 2001 - June 2002
ScotiaMcLeod June 2001 - January 2002
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Investment Advisory, Wealth, Retirement Planning, Securities, Insurance, Asset Managment, Investment Strategies, Estate Planning, Retirement, Portfolio Management, Investment Management, Equities, Financial Services, Mortgage Lending, Asset Management, FX Options, Fixed Income, Banking, Business Planning, Critical Illness, Personal Finance, Credit Analysis, Alternative Investments, Financial Planners, Relationship Management, Financial Advisory, Asset Allocation, Credit, Bonds, Certified Financial..., Life Insurance, Loans, Wealth Accumulation, Disability Insurance, Financial Analysis, Trading, Fixed Annuities, Wealth Management..., Risk Management, Pensions, Finance, Training Delivery, Coaching, Team Management, Project Management, Sales
Education
Simon Fraser University 1996 — 1999
Criminology and Political Science
Jessi Takhar's Canadian Western Trust Experience Operations ManagerLaurentian BankJuly 1999 - October 2004
Job Sr. Manager, Business Operations at Canadian Western Trust
Industry Financial Services
Experience
Canadian Western Trust Operations ManagerLaurentian BankJuly 1999 - October 2004
Skills
Strategic Planning, Team Leadership, Strategic Financial..., Portfolio Management, Investments, Credit, Customer Service, Mutual Funds, Process Improvement, Change Management, Financial Services, Risk Management, Financial Planning
Education
Simon Fraser University 1993 — 1999
BA, Economics and Business Admin
High school
Canadian Western Trust Operations ManagerLaurentian BankJuly 1999 - October 2004
Skills
Strategic Planning, Team Leadership, Strategic Financial..., Portfolio Management, Investments, Credit, Customer Service, Mutual Funds, Process Improvement, Change Management, Financial Services, Risk Management, Financial Planning
Education
Simon Fraser University 1993 — 1999
BA, Economics and Business Admin
High school
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY