CI Investments
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CI Investments Employees
Employee
Years
Job
Industry
Ali Katz, CIM® Ali Katz, CIM®'s CI Investments Experience July 2007 - October 2008
Job Product Specialist, Real Estate & Mortgages at Greystone Managed Investments
Industry Financial Services
Experience
Greystone Managed Investments Inc. May 2015 - Present
CI Investments Inc. April 2011 - Present
CI Investments Inc. November 2006 - March 2011
CI Investments July 2007 - October 2008
Skills
Customer Relations, Financial Analysis, Financial Planning, Business Analysis, Fixed Income, Strategic Financial..., Mutual Funds, Investments, Management, Business Strategy, Marketing Strategy, Customer Service, Portfolio Management, Financial Services
Education
McGill University 2001 — 2005
BA, Economics
Greystone Managed Investments Inc. May 2015 - Present
CI Investments Inc. April 2011 - Present
CI Investments Inc. November 2006 - March 2011
CI Investments July 2007 - October 2008
Skills
Customer Relations, Financial Analysis, Financial Planning, Business Analysis, Fixed Income, Strategic Financial..., Mutual Funds, Investments, Management, Business Strategy, Marketing Strategy, Customer Service, Portfolio Management, Financial Services
Education
McGill University 2001 — 2005
BA, Economics
Erica Furgiuele Erica Furgiuele's CI Investments Experience May 2010 - August 2012
Job Lecturer at Ivey School of Business
Industry Higher Education
Experience
Ivey Business School May 2013 - Present
Ivey Business School 2011 - 2013
CI Investments May 2010 - August 2012
Sharp Electronics of Canada May 2009 - August 2009
Skills
Public Speaking, Microsoft Office, Teamwork, Data Analysis, Curriculum Development, Microsoft Excel, PowerPoint, Financial Analysis, Leadership, Social Media, Research, Event Planning, Time Management, Communication, Management
Education
Ivey Business School at Western University 2010 — 2013
HBA, Business Administration
The University of Western Ontario 2008 — 2013
Bachelor of Health Sciences (BHSc), Honours Specialization in Health Science
University of Economics, Prague
International Business
Ivey Business School May 2013 - Present
Ivey Business School 2011 - 2013
CI Investments May 2010 - August 2012
Sharp Electronics of Canada May 2009 - August 2009
Skills
Public Speaking, Microsoft Office, Teamwork, Data Analysis, Curriculum Development, Microsoft Excel, PowerPoint, Financial Analysis, Leadership, Social Media, Research, Event Planning, Time Management, Communication, Management
Education
Ivey Business School at Western University 2010 — 2013
HBA, Business Administration
The University of Western Ontario 2008 — 2013
Bachelor of Health Sciences (BHSc), Honours Specialization in Health Science
University of Economics, Prague
International Business
Olya Myhaylovska Olya Myhaylovska's CI Investments Experience May 2000 - April 2001
Job Sr. Manager, Process Improvement at Pacific Gas and Electric Company
Industry Oil & Energy
Experience
Pacific Gas and Electric Company October 2013 - Present
Pacific Gas and Electric Company September 2012 - October 2013
Suntech June 2011 - August 2011
IDEX Health & Science October 2008 - June 2010
Rheodyne LLC February 2005 - September 2008
Finisar January 2003 - December 2003
Sensors and Software May 2002 - August 2002
Atreus Systems September 2001 - December 2001
CI Investments May 2000 - April 2001
Skills
Product Management, Cross-functional Team..., Project Management, Product Development, Engineering, Market Analysis, Renewable Energy, Manufacturing, Strategy, Energy, Analysis, Strategic Planning, Program Management, Process Engineering, Project Planning, Process Improvement
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Business Administration
University of California, Berkeley 2006 — 2009
Certificate in Project Management
University of Waterloo 1999 — 2004
B.A.Sc., Computer Engineering
Pacific Gas and Electric Company October 2013 - Present
Pacific Gas and Electric Company September 2012 - October 2013
Suntech June 2011 - August 2011
IDEX Health & Science October 2008 - June 2010
Rheodyne LLC February 2005 - September 2008
Finisar January 2003 - December 2003
Sensors and Software May 2002 - August 2002
Atreus Systems September 2001 - December 2001
CI Investments May 2000 - April 2001
Skills
Product Management, Cross-functional Team..., Project Management, Product Development, Engineering, Market Analysis, Renewable Energy, Manufacturing, Strategy, Energy, Analysis, Strategic Planning, Program Management, Process Engineering, Project Planning, Process Improvement
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Business Administration
University of California, Berkeley 2006 — 2009
Certificate in Project Management
University of Waterloo 1999 — 2004
B.A.Sc., Computer Engineering
Micha H. Choi, CFA Micha H. Choi, CFA's CI Investments Experience May 2007 - April 2009
Job Associate, Private Client Group at Burgundy Asset Management
Industry Financial Services
Experience
Burgundy Asset Management March 2011 - Present
CI Investments Inc. April 2009 - February 2011
CI Investments May 2007 - April 2009
Skills
Investment Strategies, Investments, Mutual Funds, Equities, Financial Analysis, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Wealth Management, Securities, Investment Management, Asset Allocation, Valuation
Education
The University of British Columbia 2001 — 2006
Bachelor of Arts (BA), Economics
Burgundy Asset Management March 2011 - Present
CI Investments Inc. April 2009 - February 2011
CI Investments May 2007 - April 2009
Skills
Investment Strategies, Investments, Mutual Funds, Equities, Financial Analysis, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Wealth Management, Securities, Investment Management, Asset Allocation, Valuation
Education
The University of British Columbia 2001 — 2006
Bachelor of Arts (BA), Economics
Shauvik Shah Shauvik Shah's CI Investments Experience April 2013 - August 2013
Job Articling Student at McCarthy Tétrault
Industry Legal Services
Experience
McCarthy Tétrault August 2015 - Present
McCarthy Tétrault May 2014 - August 2014
CI Investments April 2013 - August 2013
McCarthy Tétrault September 2012 - April 2013
KIK Custom Products April 2012 - August 2012
Deloitte & Touche LLP May 2010 - August 2011
OMERS Pension Group June 2009 - August 2009
Marketwire June 2008 - August 2008
Skills
Accounting, Financial Reporting, Auditing, Corporate Finance, Self-driven, Public Speaking, Resourceful..., Positive Team Player, Stock Trading, Tax, Legal, Financial Statements, Investments, Management
Education
University of Toronto 2012 — 2015
Juris Doctor (J.D.)
Queen's University 2008 — 2012
Bachelor of Commerce, Accounting and Finance
ESCP Europe 2011 — 2011
Queen's Commerce Exchange
Glenforest 2004 — 2008
International Baccalaureate
McCarthy Tétrault August 2015 - Present
McCarthy Tétrault May 2014 - August 2014
CI Investments April 2013 - August 2013
McCarthy Tétrault September 2012 - April 2013
KIK Custom Products April 2012 - August 2012
Deloitte & Touche LLP May 2010 - August 2011
OMERS Pension Group June 2009 - August 2009
Marketwire June 2008 - August 2008
Skills
Accounting, Financial Reporting, Auditing, Corporate Finance, Self-driven, Public Speaking, Resourceful..., Positive Team Player, Stock Trading, Tax, Legal, Financial Statements, Investments, Management
Education
University of Toronto 2012 — 2015
Juris Doctor (J.D.)
Queen's University 2008 — 2012
Bachelor of Commerce, Accounting and Finance
ESCP Europe 2011 — 2011
Queen's Commerce Exchange
Glenforest 2004 — 2008
International Baccalaureate
Stephen Rich Stephen Rich's CI Investments Experience July 2008 - February 2010
Job Brewer, Certified Cicerone, Prud'homme Beer Somellier, BJCP Certified Beer Judge
Industry Wine and Spirits
Experience
Sweetgrass Brewing Co. March 2015 - October 2015
Beer Academy January 2012 - March 2015
Definition Ale January 2010 - July 2014
Spearhead Brewing Company April 2010 - October 2011
CI Investments July 2008 - February 2010
The Potential Group Consulting February 2007 - April 2008
Stephen Rich September 2004 - April 2008
Rich Nutrition & Training April 2002 - February 2008
Skills
Event Management, Food, Cigars, Customer Service, Event Planning, Beer, beer and food pairings, beer dinners, glassware, Brewing, Glassware, Craft Beer, Marketing Strategy, Blogging, Management, Brand Management, Sales, Time Management, Alcoholic Beverages, Strategy, Wine
Education
Beer Judge Certification Program 2011 — 2014
Certified Beer Judge
Certified Cicerone® Program 2010 — 2013
Certified Cicerone®, Beer & Hospitality
Prud'Homme 2011 — 2012
Beer Sommelier, Beer & Hospitality
Ryerson University 2004 — 2008
Bachelor of Commerce, Finance
Ryerson University 2004 — 2008
BComm, Finance
Central 2000 — 2003
Sweetgrass Brewing Co. March 2015 - October 2015
Beer Academy January 2012 - March 2015
Definition Ale January 2010 - July 2014
Spearhead Brewing Company April 2010 - October 2011
CI Investments July 2008 - February 2010
The Potential Group Consulting February 2007 - April 2008
Stephen Rich September 2004 - April 2008
Rich Nutrition & Training April 2002 - February 2008
Skills
Event Management, Food, Cigars, Customer Service, Event Planning, Beer, beer and food pairings, beer dinners, glassware, Brewing, Glassware, Craft Beer, Marketing Strategy, Blogging, Management, Brand Management, Sales, Time Management, Alcoholic Beverages, Strategy, Wine
Education
Beer Judge Certification Program 2011 — 2014
Certified Beer Judge
Certified Cicerone® Program 2010 — 2013
Certified Cicerone®, Beer & Hospitality
Prud'Homme 2011 — 2012
Beer Sommelier, Beer & Hospitality
Ryerson University 2004 — 2008
Bachelor of Commerce, Finance
Ryerson University 2004 — 2008
BComm, Finance
Central 2000 — 2003
Raj Sivarajah Raj Sivarajah's CI Investments Experience April 2004 - June 2014
Job Vice President, IT at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company July 2014 - Present
CI Investments April 2004 - June 2014
Assante Wealth Management October 1999 - March 2004
Skills
Business Continuity, Information Security..., Risk Assessment, SDLC, Change Management, IT Management, Project Management
Education
McMaster University 1988 — 1992
Bachelor of Engineering, Electrical Engineering
(ISC)2
Certified Information Systems Security Professional (CISSP)
DRI Canada
Associate Business Continuity Planner
CI Investments Inc. – Canada’s Investment Company July 2014 - Present
CI Investments April 2004 - June 2014
Assante Wealth Management October 1999 - March 2004
Skills
Business Continuity, Information Security..., Risk Assessment, SDLC, Change Management, IT Management, Project Management
Education
McMaster University 1988 — 1992
Bachelor of Engineering, Electrical Engineering
(ISC)2
Certified Information Systems Security Professional (CISSP)
DRI Canada
Associate Business Continuity Planner
John Garrett Murray John Garrett Murray's CI Investments Experience May 2007 - Present
Job Senior Product Manager at CI Investments
Industry Financial Services
Experience
CI Investments May 2007 - Present
Education
Concordia University 1997 — 2001
Master's of Science in Administration, Finance
Bishop's University 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance
CI Investments May 2007 - Present
Education
Concordia University 1997 — 2001
Master's of Science in Administration, Finance
Bishop's University 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Leanna Colella Leanna Colella's CI Investments Experience November 2012 - May 2014
Job Buyer Assistant Men's Accessories at Hudson's Bay Company
Industry Apparel & Fashion
Experience
Hudson's Bay Company June 2015 - Present
Harry Rosen May 2015 - June 2015
The Detox Market November 2014 - April 2015
J.Crew November 2014 - January 2015
CI Private Counsel LP May 2014 - September 2014
CI Investments November 2012 - May 2014
CI Investments September 2012 - November 2012
City of Toronto June 2006 - August 2012
Southport Outdoor Living April 2011 - August 2011
Match Marketing Group April 2009 - December 2010
Skills
Customer Service, Sales, Financial Reporting, Time Management, Sales Presentations, Microsoft Excel, Marketing, Teamwork, Microsoft Office, Microsoft Word, Retail
Education
Humber College 2014 — 2015
Post Graduate Certificate, Fashion Management and Promotions
Wilfrid Laurier University 2008 — 2012
Honours Bachelor of Business Administration (B.B.A.)
ISC Paris
Hudson's Bay Company June 2015 - Present
Harry Rosen May 2015 - June 2015
The Detox Market November 2014 - April 2015
J.Crew November 2014 - January 2015
CI Private Counsel LP May 2014 - September 2014
CI Investments November 2012 - May 2014
CI Investments September 2012 - November 2012
City of Toronto June 2006 - August 2012
Southport Outdoor Living April 2011 - August 2011
Match Marketing Group April 2009 - December 2010
Skills
Customer Service, Sales, Financial Reporting, Time Management, Sales Presentations, Microsoft Excel, Marketing, Teamwork, Microsoft Office, Microsoft Word, Retail
Education
Humber College 2014 — 2015
Post Graduate Certificate, Fashion Management and Promotions
Wilfrid Laurier University 2008 — 2012
Honours Bachelor of Business Administration (B.B.A.)
ISC Paris
Kim Shah Kim Shah's CI Investments Experience May 2006 - November 2008
Job Manager, Business Analyst at Connor, Clark & Lunn Private Capital Ltd.
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital January 2013 - Present
Connor Clark & Lunn Private Capital October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc. April 2010 - September 2011
ESG Investing Group November 2009 - December 2010
CI Investments May 2006 - November 2008
Assante Wealth Management June 2004 - November 2008
Assante Asset Management December 2002 - June 2004
Assante Advisory Services June 2002 - December 2002
Dundee Wealth Management January 2002 - June 2002
Dundee Securities 1999 - 2002
Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics
Education
Ryerson University
Computer Science
St. Joseph's Convent 1990 — 1994
Canadian Securities Institute
Canadian Securities Course
Green Business League
Certified Green Consultant
Connor Clark & Lunn Private Capital January 2013 - Present
Connor Clark & Lunn Private Capital October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc. April 2010 - September 2011
ESG Investing Group November 2009 - December 2010
CI Investments May 2006 - November 2008
Assante Wealth Management June 2004 - November 2008
Assante Asset Management December 2002 - June 2004
Assante Advisory Services June 2002 - December 2002
Dundee Wealth Management January 2002 - June 2002
Dundee Securities 1999 - 2002
Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics
Education
Ryerson University
Computer Science
St. Joseph's Convent 1990 — 1994
Canadian Securities Institute
Canadian Securities Course
Green Business League
Certified Green Consultant
Sarah Varley, CIMA®, CIM® Sarah Varley, CIMA®, CIM®'s CI Investments Experience April 2008 - March 2009
Job AVP, Client Service and Business Development at CI Institutional Asset Management
Industry Financial Services
Experience
CI Institutional Asset Management April 2015 - Present
CI Institutional Asset Management May 2014 - April 2015
CI Institutional Asset Management October 2010 - April 2014
CI Investments Inc. March 2009 - November 2010
CI Investments April 2008 - March 2009
CI Investments September 2007 - April 2008
Skills
Mutual Funds, Investments, Securities, Wealth Management, Investment Strategies, Equities, Relationship Management, Fixed Income, Investment Management, Asset Management, Financial Services
Education
University of Toronto - Rotman School of Management 2007 — 2007
Executive Program, Bridge to Business
Dalhousie University 2003 — 2007
BSc, Biology
CI Institutional Asset Management April 2015 - Present
CI Institutional Asset Management May 2014 - April 2015
CI Institutional Asset Management October 2010 - April 2014
CI Investments Inc. March 2009 - November 2010
CI Investments April 2008 - March 2009
CI Investments September 2007 - April 2008
Skills
Mutual Funds, Investments, Securities, Wealth Management, Investment Strategies, Equities, Relationship Management, Fixed Income, Investment Management, Asset Management, Financial Services
Education
University of Toronto - Rotman School of Management 2007 — 2007
Executive Program, Bridge to Business
Dalhousie University 2003 — 2007
BSc, Biology
Brian Quach Brian Quach's CI Investments Experience 2006 - 2007
Job Insurance & Financial Advisor
Industry Financial Services
Experience
Meritrust Financial Group Inc. June 2014 - Present
Dominion Lending Centre Edge Financial March 2013 - June 2014
Centum Direct Financial 2012 - March 2013
CAA South Central Ontario October 2010 - 2012
Grey Power 2008 - 2010
CI Investments 2006 - 2007
RBC 2004 - 2006
Skills
Underwriting, Insurance, Sales, Computer Proficiency, Personal Lines Auto, Mortgage Lending, Residential Mortgages, Life Insurance, Customer Service, Strategic Financial..., Investments, General Insurance, Term Life Insurance, Call Centers, Mortgage Marketing, Credit, Refinance
Education
Fanshawe College 2000 — 2002
Diploma, Graphic Design
Meritrust Financial Group Inc. June 2014 - Present
Dominion Lending Centre Edge Financial March 2013 - June 2014
Centum Direct Financial 2012 - March 2013
CAA South Central Ontario October 2010 - 2012
Grey Power 2008 - 2010
CI Investments 2006 - 2007
RBC 2004 - 2006
Skills
Underwriting, Insurance, Sales, Computer Proficiency, Personal Lines Auto, Mortgage Lending, Residential Mortgages, Life Insurance, Customer Service, Strategic Financial..., Investments, General Insurance, Term Life Insurance, Call Centers, Mortgage Marketing, Credit, Refinance
Education
Fanshawe College 2000 — 2002
Diploma, Graphic Design
Calin Timis Calin Timis's CI Investments Experience March 2004 - Present
Job IT Consultant
Industry Financial Services
Experience
CI Investments March 2004 - Present
TD Bank July 2003 - February 2004
CIBC April 2002 - April 2003
CI Investments Inc. February 1998 - March 2002
Rogers Communications August 1997 - December 1997
Bank of Nova Scotia November 1995 - August 1997
APG Consulting 1995 - 1997
Trapeze Software Inc March 1994 - October 1995
Skills
Unix, AIX, Solaris, Unix Shell Scripting, Linux, Databases, SQL, Scripting, Java, System Administration, C/C++, Software Development, Operating Systems, Oracle, Perl, Integration, Microsoft SQL Server, Sybase, Shell Scripting, XML, Ksh, Enterprise Architecture, SDLC, Performance Tuning, Weblogic, Database Design, UML, Data Modeling, Requirements Analysis, Websphere, Data Warehousing, Agile Methodologies, SOA, Solution Architecture, Java Enterprise Edition, ITIL, Web Services, ETL, JBoss Application Server, Software Design, .NET, Disaster Recovery, Requirements Gathering, IBM AIX
Education
B. Sc., Computer Science
Liceul Emil Racovita - Cluj-Napoca 1974 — 1982
High School Diploma
CI Investments March 2004 - Present
TD Bank July 2003 - February 2004
CIBC April 2002 - April 2003
CI Investments Inc. February 1998 - March 2002
Rogers Communications August 1997 - December 1997
Bank of Nova Scotia November 1995 - August 1997
APG Consulting 1995 - 1997
Trapeze Software Inc March 1994 - October 1995
Skills
Unix, AIX, Solaris, Unix Shell Scripting, Linux, Databases, SQL, Scripting, Java, System Administration, C/C++, Software Development, Operating Systems, Oracle, Perl, Integration, Microsoft SQL Server, Sybase, Shell Scripting, XML, Ksh, Enterprise Architecture, SDLC, Performance Tuning, Weblogic, Database Design, UML, Data Modeling, Requirements Analysis, Websphere, Data Warehousing, Agile Methodologies, SOA, Solution Architecture, Java Enterprise Edition, ITIL, Web Services, ETL, JBoss Application Server, Software Design, .NET, Disaster Recovery, Requirements Gathering, IBM AIX
Education
B. Sc., Computer Science
Liceul Emil Racovita - Cluj-Napoca 1974 — 1982
High School Diploma
Michael Ezeard Michael Ezeard's CI Investments Experience July 2007 - December 2012
Job Financial Services Professional
Industry Financial Services
Experience
GP Wealth Management December 2012 - December 2014
CI Investments July 2007 - December 2012
Fidelity Investments May 2006 - January 2007
Skills
Problem Solving, Attention To Detail, Building Relationships, Financial Analysis, Investments, Securities, Customer Service, Training, Mutual Funds, Risk Management, Wealth Management, Financial Advisory, Financial Services, Investment Advisory
Education
Association of Certified Fraud Examiners 2014 — 2015
Financial Forensics and Fraud Investigation
Canadian Securities Institute 2006 — 2012
Certificate in Investment Dealer Compliance, Compliance
George Brown College 2003 — 2007
Financial Planning
Humber College 2000 — 2002
Business Management
GP Wealth Management December 2012 - December 2014
CI Investments July 2007 - December 2012
Fidelity Investments May 2006 - January 2007
Skills
Problem Solving, Attention To Detail, Building Relationships, Financial Analysis, Investments, Securities, Customer Service, Training, Mutual Funds, Risk Management, Wealth Management, Financial Advisory, Financial Services, Investment Advisory
Education
Association of Certified Fraud Examiners 2014 — 2015
Financial Forensics and Fraud Investigation
Canadian Securities Institute 2006 — 2012
Certificate in Investment Dealer Compliance, Compliance
George Brown College 2003 — 2007
Financial Planning
Humber College 2000 — 2002
Business Management
Marisa Carnovale Marisa Carnovale's CI Investments Experience March 2006 - November 2008
Job Graphic Design Professional
Industry Graphic Design
Experience
Blue Tiger Design 1996 - 2012
CI Investments March 2006 - November 2008
AIM Trimark Investments November 2006 - March 2008
Xerox Business Services July 2004 - July 2006
Loop Enterprise 1996 - 2006
Xerox Business Services July 2003 - July 2004
Xerox Business Services October 2000 - July 2003
Skills
Creative Direction, Digital Printing, Print Management, Management, Advertising, Product Development, Project Management, Graphics, Marketing, Corporate Identity, Graphic Design, Integrated Marketing, Brochures, InDesign, Illustrator, Adobe Creative Suite, Corporate Branding, Art Direction, Web Design, Brand Development, Adobe Acrobat, Photoshop, Logo Design
Education
Humber College 1995 — 1996
Post Graduate Electronic Publishing, Design
Humber College 1993 — 1995
Advertising and Graphic Design, design
Blue Tiger Design 1996 - 2012
CI Investments March 2006 - November 2008
AIM Trimark Investments November 2006 - March 2008
Xerox Business Services July 2004 - July 2006
Loop Enterprise 1996 - 2006
Xerox Business Services July 2003 - July 2004
Xerox Business Services October 2000 - July 2003
Skills
Creative Direction, Digital Printing, Print Management, Management, Advertising, Product Development, Project Management, Graphics, Marketing, Corporate Identity, Graphic Design, Integrated Marketing, Brochures, InDesign, Illustrator, Adobe Creative Suite, Corporate Branding, Art Direction, Web Design, Brand Development, Adobe Acrobat, Photoshop, Logo Design
Education
Humber College 1995 — 1996
Post Graduate Electronic Publishing, Design
Humber College 1993 — 1995
Advertising and Graphic Design, design
Reza Nasiri-Toosi's CI Investments Experience July 2006 - Present
Job IT Consultant and Contractor
Industry Information Technology and Services
Experience
CI Investments July 2006 - Present
CI Funds February 2000 - July 2006
SOLCORP April 1998 - February 2000
Education
Sharif University of Technology 1989 — 1993
Bachelor's degree, Electrical, Electronics and Communications Engineering
CI Investments July 2006 - Present
CI Funds February 2000 - July 2006
SOLCORP April 1998 - February 2000
Education
Sharif University of Technology 1989 — 1993
Bachelor's degree, Electrical, Electronics and Communications Engineering
Meaghan Glaab Meaghan Glaab's CI Investments Experience 2007 - 2007
Job Experienced and dynamic business development, and marketing professional
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company 2015 - Present
Assante Wealth Management 2014 - 2015
Assante Wealth Management 2011 - 2014
Sun Life Financial 2009 - 2011
CI Investments 2007 - 2007
CI Investments 2006 - 2006
Skills
Marketing, Mutual Funds, Event Management, Wealth Management, Event Planning, Investments, Financial Services, Asset Allocation, Wealth, Investment Advisory, Marketing Strategy, Social Media Marketing, Marketing Communications
Education
Acadia University 2003 — 2007
Bachelor’s Degree, Recreation Management
University of Toronto 2009 — 2011
Certificate, Project Management
CI Investments Inc. – Canada’s Investment Company 2015 - Present
Assante Wealth Management 2014 - 2015
Assante Wealth Management 2011 - 2014
Sun Life Financial 2009 - 2011
CI Investments 2007 - 2007
CI Investments 2006 - 2006
Skills
Marketing, Mutual Funds, Event Management, Wealth Management, Event Planning, Investments, Financial Services, Asset Allocation, Wealth, Investment Advisory, Marketing Strategy, Social Media Marketing, Marketing Communications
Education
Acadia University 2003 — 2007
Bachelor’s Degree, Recreation Management
University of Toronto 2009 — 2011
Certificate, Project Management
grace perri grace perri's CI Investments Experience January 2008 - May 2010
Job Freelance Graphic designer
Industry Graphic Design
Experience
graceperridesigns 2010 - Present
CI Financial 2013 - 2015
Guidelines Advertising Ltd 2012 - 2014
Digital Imaging Solutions Inc. March 2011 - June 2011
CI Investments January 2008 - May 2010
Guidelines Advertising 1996 - 2006
Skills
Graphic Design, Advertising, Photoshop, Graphics, Marketing Strategy, Typography, QuarkXPress, Desktop Publishing, Adobe Creative Suite, Corporate Branding, Art Direction, Adobe Acrobat, Illustrator, InDesign, Corporate Identity, Marketing
Education
Seneca College of Applied Arts and Technology
graceperridesigns 2010 - Present
CI Financial 2013 - 2015
Guidelines Advertising Ltd 2012 - 2014
Digital Imaging Solutions Inc. March 2011 - June 2011
CI Investments January 2008 - May 2010
Guidelines Advertising 1996 - 2006
Skills
Graphic Design, Advertising, Photoshop, Graphics, Marketing Strategy, Typography, QuarkXPress, Desktop Publishing, Adobe Creative Suite, Corporate Branding, Art Direction, Adobe Acrobat, Illustrator, InDesign, Corporate Identity, Marketing
Education
Seneca College of Applied Arts and Technology
Diana Horodecki's CI Investments Experience 2000 - 2001
Job Manager, IT Performance Management at Bluegreen Vacations
Industry Information Technology and Services
Experience
Bluegreen Vacations January 2015 - Present
PowerServe Electric Inc August 2006 - Present
Bluegreen Vacations March 2013 - December 2014
Campus Management October 2010 - March 2013
Campus Management September 2008 - October 2010
DICKEY CONSULTING SERVICES February 2005 - September 2008
Prevention and Compliance Services August 2002 - October 2004
MACKENZIE FINANCIAL CORPORATION July 2001 - June 2002
CI Investments 2000 - 2001
Skills
SharePoint, Visio, Account Management, CRM, Project Planning, Project Management, Business Analysis, Management, Budgets, Change Management, Analysis, Troubleshooting, Forecasting, Enterprise Software, Software Documentation, Databases, Sales, Operations Management, Vendor Management, Marketing, Process Improvement, Microsoft Excel, Leadership
Education
Brock University 1993 — 1998
Bachelor, Business Administration
Bluegreen Vacations January 2015 - Present
PowerServe Electric Inc August 2006 - Present
Bluegreen Vacations March 2013 - December 2014
Campus Management October 2010 - March 2013
Campus Management September 2008 - October 2010
DICKEY CONSULTING SERVICES February 2005 - September 2008
Prevention and Compliance Services August 2002 - October 2004
MACKENZIE FINANCIAL CORPORATION July 2001 - June 2002
CI Investments 2000 - 2001
Skills
SharePoint, Visio, Account Management, CRM, Project Planning, Project Management, Business Analysis, Management, Budgets, Change Management, Analysis, Troubleshooting, Forecasting, Enterprise Software, Software Documentation, Databases, Sales, Operations Management, Vendor Management, Marketing, Process Improvement, Microsoft Excel, Leadership
Education
Brock University 1993 — 1998
Bachelor, Business Administration
Golbanoo Naghshineh Golbanoo Naghshineh's CI Investments Experience November 2006 - September 2007
Job Policies and Procedures Program Manager
Industry Banking
Experience
Bank of the West February 2015 - Present
Santander Bank, N.A. May 2013 - January 2015
Santander Bank, N.A. January 2012 - May 2013
IE Annual Social Responsibility Forum November 2010 - December 2011
Sovereign Bank / Banco Santander June 2011 - August 2011
Scotiabank December 2008 - July 2010
Blackmont Capital Inc. September 2007 - December 2008
CI Investments November 2006 - September 2007
Skills
Strategy, Business Strategy, Analytics, Banking, CRM, Change Management, Management, Leadership, Management Consulting, Project Management, Financial Modeling, Business Analysis, Financial Analysis, Portfolio Management, Negotiation, SAS, Finance, Project Planning, Business Planning, Regulatory Requirements, SOX Compliancy, Compliance, Internal Audit, Risk Management, Analysis, Consulting, Team Leadership
Education
IE (Instituto de Empresa) 2010 — 2011
IMBA, International MBA
University of Toronto 2000 — 2005
Bachelor of Science (BSc), Mathematics and Statistics
Kooshesh
Bank of the West February 2015 - Present
Santander Bank, N.A. May 2013 - January 2015
Santander Bank, N.A. January 2012 - May 2013
IE Annual Social Responsibility Forum November 2010 - December 2011
Sovereign Bank / Banco Santander June 2011 - August 2011
Scotiabank December 2008 - July 2010
Blackmont Capital Inc. September 2007 - December 2008
CI Investments November 2006 - September 2007
Skills
Strategy, Business Strategy, Analytics, Banking, CRM, Change Management, Management, Leadership, Management Consulting, Project Management, Financial Modeling, Business Analysis, Financial Analysis, Portfolio Management, Negotiation, SAS, Finance, Project Planning, Business Planning, Regulatory Requirements, SOX Compliancy, Compliance, Internal Audit, Risk Management, Analysis, Consulting, Team Leadership
Education
IE (Instituto de Empresa) 2010 — 2011
IMBA, International MBA
University of Toronto 2000 — 2005
Bachelor of Science (BSc), Mathematics and Statistics
Kooshesh
Jan Sampson Jan Sampson's CI Investments Experience October 2010 - Present
Job Vice President, Sales & Marketing at CI Investments
Industry Financial Services
Experience
CI Investments October 2010 - Present
CI Financial November 2008 - May 2012
Assante Wealth Management March 2006 - November 2008
IQON Financial Inc. September 1997 - March 2006
Manulife Financial 1996 - 1997
Skills
Business Analysis, Business Strategy, Investment Advisory, Investments, Mutual Funds, Relationship Management, Strategic Financial..., Wealth Management, Strategic Planning, Risk Management, Financial Analysis, Portfolio Management, Financial Services, Retirement Planning, Management
Education
University of Manitoba 1988 — 1992
Bachelor of Commerce (Honors), Finance, Marketing
CI Investments October 2010 - Present
CI Financial November 2008 - May 2012
Assante Wealth Management March 2006 - November 2008
IQON Financial Inc. September 1997 - March 2006
Manulife Financial 1996 - 1997
Skills
Business Analysis, Business Strategy, Investment Advisory, Investments, Mutual Funds, Relationship Management, Strategic Financial..., Wealth Management, Strategic Planning, Risk Management, Financial Analysis, Portfolio Management, Financial Services, Retirement Planning, Management
Education
University of Manitoba 1988 — 1992
Bachelor of Commerce (Honors), Finance, Marketing
Salvita Gomes Makhani's CI Investments Experience January 1999 - November 2008
Job Entrepreneur, Graphic Designer + Online Project Management
Industry Public Relations and Communications
Experience
Designtree January 2011 - Present
Adeste January 2010 - Present
LMR Consulting "Leading & Managing for Results" 2010 - 2010
CI Investments January 1999 - November 2008
Trimark January 1998 - 2001
Skills
Flash, HTML, Corporate Identity, Wordpress, JavaScript, Signs, Illustrator, Graphics, Graphic Design, Photoshop, CSS, Dreamweaver, InDesign, PHP, XML, jQuery, Web Design, Fireworks, XHTML, Adobe Fireworks, Web Development, Creative Direction, Art, Interaction Design, Photography, User Interface Design, Packaging, Logo Design, User Experience, Layout, WordPress
Education
Sheridan College 1996 — 1997
Computer Graphics, Multimedia
Designtree January 2011 - Present
Adeste January 2010 - Present
LMR Consulting "Leading & Managing for Results" 2010 - 2010
CI Investments January 1999 - November 2008
Trimark January 1998 - 2001
Skills
Flash, HTML, Corporate Identity, Wordpress, JavaScript, Signs, Illustrator, Graphics, Graphic Design, Photoshop, CSS, Dreamweaver, InDesign, PHP, XML, jQuery, Web Design, Fireworks, XHTML, Adobe Fireworks, Web Development, Creative Direction, Art, Interaction Design, Photography, User Interface Design, Packaging, Logo Design, User Experience, Layout, WordPress
Education
Sheridan College 1996 — 1997
Computer Graphics, Multimedia
Bianca Martins Pham, CMP Bianca Martins Pham, CMP's CI Investments Experience March 2007 - November 2008
Job
Industry Insurance
Experience
Sun Life Financial August 2012 - Present
40 Oaks April 2009 - August 2012
CI Investments March 2007 - November 2008
RBC Insurance June 2006 - March 2007
Fiera YMG Capital July 2001 - June 2006
CIBC Mellon October 2000 - July 2001
Skills
Event Planning, Event Management, Leadership, Management, Budgets, Training, Project Management, Program Management, Marketing, Fundraising, Project Planning, Time Management, Human Resources, Access, Negotiation, Coaching, Proposal Writing, Customer Service, Team Building
Education
University of Toronto 1996 — 2000
BA, Management
Meeting Professionals International
Certified Meeting Professional (CMP)
George Brown College 2003 — 2005
Certificate, Certificate in Event and Meeting Management
CSI
Canadian Securities Course
Sun Life Financial August 2012 - Present
40 Oaks April 2009 - August 2012
CI Investments March 2007 - November 2008
RBC Insurance June 2006 - March 2007
Fiera YMG Capital July 2001 - June 2006
CIBC Mellon October 2000 - July 2001
Skills
Event Planning, Event Management, Leadership, Management, Budgets, Training, Project Management, Program Management, Marketing, Fundraising, Project Planning, Time Management, Human Resources, Access, Negotiation, Coaching, Proposal Writing, Customer Service, Team Building
Education
University of Toronto 1996 — 2000
BA, Management
Meeting Professionals International
Certified Meeting Professional (CMP)
George Brown College 2003 — 2005
Certificate, Certificate in Event and Meeting Management
CSI
Canadian Securities Course
Charmaine Felix Charmaine Felix's CI Investments Experience September 2008 - Present
Job Team Leader, Segregated Funds Administration at CI Investments
Industry Investment Management
Experience
CI Investments September 2008 - Present
CI Investments Inc. – Canada’s Investment Company September 2007 - August 2008
CI Investments Inc. – Canada’s Investment Company November 2006 - August 2007
CI Investments Inc. – Canada’s Investment Company November 2004 - November 2006
Skills
Customer Service, Financial Analysis, Investments, Segregated Funds, Team Leadership, Organization Skills, Travel Planning, Administrative..., Organizational..., Adventure Travel, Analytic Problem Solving, Document Review, Finance, Independent Travel, Leisure Travel, Microsoft Excel, Microsoft Office, Microsoft Word, Office Administration, Photography, Quality Assurance, Team Management, Team Motivation, Travel Arrangements, Travel Photography, Volunteering, Mutual Funds
Education
Oxford Seminars 2013 — 2013
TESOL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Ryerson University 2012 — 2012
Introductory French I, French Language and Literature
Mary Ward Catholic Secondary School 1999 — 2003
High School, High School/Secondary Diplomas and Certificates
CI Investments September 2008 - Present
CI Investments Inc. – Canada’s Investment Company September 2007 - August 2008
CI Investments Inc. – Canada’s Investment Company November 2006 - August 2007
CI Investments Inc. – Canada’s Investment Company November 2004 - November 2006
Skills
Customer Service, Financial Analysis, Investments, Segregated Funds, Team Leadership, Organization Skills, Travel Planning, Administrative..., Organizational..., Adventure Travel, Analytic Problem Solving, Document Review, Finance, Independent Travel, Leisure Travel, Microsoft Excel, Microsoft Office, Microsoft Word, Office Administration, Photography, Quality Assurance, Team Management, Team Motivation, Travel Arrangements, Travel Photography, Volunteering, Mutual Funds
Education
Oxford Seminars 2013 — 2013
TESOL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Ryerson University 2012 — 2012
Introductory French I, French Language and Literature
Mary Ward Catholic Secondary School 1999 — 2003
High School, High School/Secondary Diplomas and Certificates
Jennifer Bourque Lee's CI Investments Experience 2005 - 2008
Job Editorial Manager, User Experience at CIBC Investor's Edge
Industry Financial Services
Experience
CIBC Investor's Edge March 2015 - Present
CIBC Investor's Edge October 2013 - March 2015
CIBC January 2010 - September 2013
CIBC Wood Gundy June 2008 - January 2010
CI Investments 2005 - 2008
Japanese Exchange Teaching Programme (JET) August 2001 - 2004
Skills
Internal Communications, Copywriting, Corporate Communications, Editing, Advertising, Management, Strategic Planning, Marketing Communications, Web Content, Integrated Marketing, Digital Marketing, Email Marketing, Marketing, Direct Marketing, Project Management, Strategy, Brochures, Marketing Strategy
Education
Canadian Securities Institute
CSC
Investment Funds Institute of Canada
IFIC
University of Guelph
BA
CIBC Investor's Edge March 2015 - Present
CIBC Investor's Edge October 2013 - March 2015
CIBC January 2010 - September 2013
CIBC Wood Gundy June 2008 - January 2010
CI Investments 2005 - 2008
Japanese Exchange Teaching Programme (JET) August 2001 - 2004
Skills
Internal Communications, Copywriting, Corporate Communications, Editing, Advertising, Management, Strategic Planning, Marketing Communications, Web Content, Integrated Marketing, Digital Marketing, Email Marketing, Marketing, Direct Marketing, Project Management, Strategy, Brochures, Marketing Strategy
Education
Canadian Securities Institute
CSC
Investment Funds Institute of Canada
IFIC
University of Guelph
BA
Viko Ng's CI Investments Experience February 2006 - Present
Job Graphic / Web Designer at CI Investments
Industry Graphic Design
Experience
CI Investments February 2006 - Present
WowGao Inc. 2003 - 2005
Skills
Web Design, HTML, Illustrator, Graphics, Dreamweaver, Graphic Design, Adobe Creative Suite, InDesign
Education
George Brown College 1995 — 1998
CI Investments February 2006 - Present
WowGao Inc. 2003 - 2005
Skills
Web Design, HTML, Illustrator, Graphics, Dreamweaver, Graphic Design, Adobe Creative Suite, InDesign
Education
George Brown College 1995 — 1998
Sean Hirtle's CI Investments Experience June 2002 - Present
Job Vice President at CI Investments
Industry Investment Management
Experience
CI Investments June 2002 - Present
Skills
Mutual Funds, Investments, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, Insurance, Securities, Alternative Investments
Education
St. Francis Xavier University 1987 — 1991
CI Investments June 2002 - Present
Skills
Mutual Funds, Investments, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management, Investment Strategies, Insurance, Securities, Alternative Investments
Education
St. Francis Xavier University 1987 — 1991
Sue Jamieson's CI Investments Experience AgentSherrida Personal ManagementOctober 1998 - August 2004
Job Supervisor at CI Investments
Industry Financial Services
Experience
CI Investments AgentSherrida Personal ManagementOctober 1998 - August 2004
Education
Queen's University 1988 — 1992
B.A., English
University of Alberta 1988 — 1989
English
CI Investments AgentSherrida Personal ManagementOctober 1998 - August 2004
Education
Queen's University 1988 — 1992
B.A., English
University of Alberta 1988 — 1989
English
April Reilly's CI Investments Experience March 1999 - July 2005
Job CIM, VP Planning and Initiatives, Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management August 2007 - Present
Assante Wealth Management July 2005 - August 2007
CI Investments March 1999 - July 2005
Pardons Canada March 1998 - January 1999
GRS Management Consulting February 1997 - March 1998
Ottawa General Hospital May 1993 - February 1997
Skills
Investment Advisory, Management, Financial Services, Investments, Business Development, Leadership, Wealth Management, Key Account Management, Project Planning, Financial Advisory, Project Management, Sales, Wealth, Mutual Funds, Estate Planning, Wealth Management..., Risk Management, Asset Management, Executive Management, Asset Allocation, Retirement, Strategic Financial..., Relationship Management, Equities, Retirement Planning, Securities, Call Centers, Portfolio Management, Investment Strategies
Education
McGill University 1992 — 1996
BA, Industrial Relations
Assante Wealth Management August 2007 - Present
Assante Wealth Management July 2005 - August 2007
CI Investments March 1999 - July 2005
Pardons Canada March 1998 - January 1999
GRS Management Consulting February 1997 - March 1998
Ottawa General Hospital May 1993 - February 1997
Skills
Investment Advisory, Management, Financial Services, Investments, Business Development, Leadership, Wealth Management, Key Account Management, Project Planning, Financial Advisory, Project Management, Sales, Wealth, Mutual Funds, Estate Planning, Wealth Management..., Risk Management, Asset Management, Executive Management, Asset Allocation, Retirement, Strategic Financial..., Relationship Management, Equities, Retirement Planning, Securities, Call Centers, Portfolio Management, Investment Strategies
Education
McGill University 1992 — 1996
BA, Industrial Relations
Kristyne Melbarde's CI Investments Experience April 2007 - July 2012
Job Executive Assistant at CI Investments
Industry Financial Services
Experience
CI Investments April 2007 - July 2012
Malachite Mangement 2003 - 2006
Education
Thompson Rivers University 2000 — 2003
n/a
CI Investments April 2007 - July 2012
Malachite Mangement 2003 - 2006
Education
Thompson Rivers University 2000 — 2003
n/a
Barthelmy Marshall's CI Investments Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
InterContinental Hotels Group October 2010 - December 2010
CI Investments 2007 - 2008
Fidelity Investments (FESCO) 2003 - 2005
Merryll Lynch HSBC 2002 - 2002
TD Canada Trust 2001 - 2001
Skills
Mutual Funds, Wealth Management, Investments
Education
George Brown College 2009 — 2011
Diploma, Hotel, Motel, and Restaurant Management, Honours Graduate
George Brown College 2000 — 2002
Diploma, Financial Planning
InterContinental Hotels Group October 2010 - December 2010
CI Investments 2007 - 2008
Fidelity Investments (FESCO) 2003 - 2005
Merryll Lynch HSBC 2002 - 2002
TD Canada Trust 2001 - 2001
Skills
Mutual Funds, Wealth Management, Investments
Education
George Brown College 2009 — 2011
Diploma, Hotel, Motel, and Restaurant Management, Honours Graduate
George Brown College 2000 — 2002
Diploma, Financial Planning
Mark Basso's CI Investments Experience October 2004 - Present
Job Sr Change Management Coordinator at CI Investments
Industry Financial Services
Experience
CI Investments October 2004 - Present
Skills
Business Analysis, Change Management, Asset Managment, Business Requirements, SDLC, Release Management, Software Development, Software Configuration...
Education
Sheridan College
Computer Systems Technology - Systems Analyst
CI Investments October 2004 - Present
Skills
Business Analysis, Change Management, Asset Managment, Business Requirements, SDLC, Release Management, Software Development, Software Configuration...
Education
Sheridan College
Computer Systems Technology - Systems Analyst