CI Investments Inc.
Industry: Asset management company
DescriptionHeadquarters: Toronto, Canada CEO: Peter W. Anderson Chairperson: William T. Holland Founded: 1965 Managing director: Stephen T. Moore Subsidiaries: Assante Wealth Management,
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CI Investments Inc. Employees
Employee
Years
Job
Industry
Ali Katz, CIM® Ali Katz, CIM®'s CI Investments Inc. Experience April 2011 - Present
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
Armin Dabulhanic Armin Dabulhanic's CI Investments Inc. Experience February 2008 - January 2011
Job Autosys Administrator, Batch Production Support & Datacenter Facilities Management
Industry Information Technology and Services
Experience
National Bank of Canada 2013 - Present
Loblaw Companies Limited January 2011 - January 2013
CI Investments Inc. February 2008 - January 2011
Acer January 2007 - January 2008
RadioShack November 2004 - January 2007
Skills
Autosys, Datacenter Facilities...
Education
Humber College 2001 — 2004
College Diploma, Computer Engineering Technologist
National Bank of Canada 2013 - Present
Loblaw Companies Limited January 2011 - January 2013
CI Investments Inc. February 2008 - January 2011
Acer January 2007 - January 2008
RadioShack November 2004 - January 2007
Skills
Autosys, Datacenter Facilities...
Education
Humber College 2001 — 2004
College Diploma, Computer Engineering Technologist
Farheen Lakhani Farheen Lakhani's CI Investments Inc. Experience August 2010 - July 2013
Job BNY Mellon
Industry Banking
Experience
BNY Mellon July 2013 - Present
CI Investments Inc. August 2010 - July 2013
Citigroup November 2008 - January 2010
Skills
Corporate Trust, Relationship Management, Marketing, P3, Salesforce.com, Escrow, Mutual Funds, Project Finance, Portfolio Management, Investments, Financial Analysis, Wealth Management, Equities, Securities, Fixed Income, Asset Management, Financial Services, Asset Allocation, Investment Strategies, Investment Advisory, Hedge Funds, Alternative Investments, Capital Markets, Finance, Risk Management, Banking, Analysis, Corporate Finance, Management
Education
University of Waterloo
Bachelor of Arts (B.A.)
Mount Holyoke College
Ryerson University
Certificate in Public Administration and Leadership
BNY Mellon July 2013 - Present
CI Investments Inc. August 2010 - July 2013
Citigroup November 2008 - January 2010
Skills
Corporate Trust, Relationship Management, Marketing, P3, Salesforce.com, Escrow, Mutual Funds, Project Finance, Portfolio Management, Investments, Financial Analysis, Wealth Management, Equities, Securities, Fixed Income, Asset Management, Financial Services, Asset Allocation, Investment Strategies, Investment Advisory, Hedge Funds, Alternative Investments, Capital Markets, Finance, Risk Management, Banking, Analysis, Corporate Finance, Management
Education
University of Waterloo
Bachelor of Arts (B.A.)
Mount Holyoke College
Ryerson University
Certificate in Public Administration and Leadership
Jeremy Gould Jeremy Gould's CI Investments Inc. Experience 2001 - Present
Job VicePresident, Sales and Marketing at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. 2001 - Present
CI Investments Inc. 1998 - 2001
Skills
Asset Allocation, Disability Insurance, Estate Planning, Finance, Insurance, Financial Services, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Sales Management, Strategic Financial..., Wealth Management, Wealth
Education
McGill University 1993 — 1996
BA, Economics
Dawson College 1991 — 1993
Social Sciences
CI Investments Inc. 2001 - Present
CI Investments Inc. 1998 - 2001
Skills
Asset Allocation, Disability Insurance, Estate Planning, Finance, Insurance, Financial Services, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Sales Management, Strategic Financial..., Wealth Management, Wealth
Education
McGill University 1993 — 1996
BA, Economics
Dawson College 1991 — 1993
Social Sciences
David Bugeya David Bugeya's CI Investments Inc. Experience November 1999 - Present
Job Senior Change Management Coordinator at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. November 1999 - Present
Conventions 2014 - 2015
BPI MUTUAL FUNDS October 1997 - November 1999
Global Travel Computer Services August 1996 - May 1997
ECCO DGS Staffing Services February 1996 - July 1996
Todays Temporary April 1994 - June 1994
Skills
Unix, SDLC, Software Documentation, Change Management, Project Management, Troubleshooting, Release Management, MS Project, Microsoft Office, SharePoint, Solaris, Technical Support, Information Technology, Business Requirements, Vendor Management, Customer Service, Microsoft Excel, PMBOK, AIX, Windows, IBM AIX, Requirements Analysis, Outlook, Employee Training, XP, Windows Vista, Windows 7, IBM Rational, IBM Rational Licensing
Education
Ryerson University 2008 — 2008
Fundamentals of Project Management II, Information Technology Project Management
Ryerson University 2007 — 2007
Fundamentals of Project Management I, Information Technology Project Management
The Learning Tree 2001 — 2001
Software Change Management Administration, Software Change Management
IBM, 3600 Steeles Avenue East, Markham, Ontario 1999 — 1999
AS/400 Security Concepts and Implementation, AS/400 Security Officer
Centennial College 1998 — 1998
AS/400 Operations Fundamentals and System Administration, AS/400 Operations and Systems Administration
IBM, 3600 Steeles Avenue East, Markham, Ontario 1998 — 1998
AS/400 Advanced Operator Workshop, AS/400 Advanced Operator
DeVry Institute of Technology 1995 — 1996
Computer Information Systems Programme, IT Systems
University of Toronto 1987 — 1991
B.Sc. Specialist in Degree, Biological Sciences, 4 year B.Sc., completed
CI Investments Inc. November 1999 - Present
Conventions 2014 - 2015
BPI MUTUAL FUNDS October 1997 - November 1999
Global Travel Computer Services August 1996 - May 1997
ECCO DGS Staffing Services February 1996 - July 1996
Todays Temporary April 1994 - June 1994
Skills
Unix, SDLC, Software Documentation, Change Management, Project Management, Troubleshooting, Release Management, MS Project, Microsoft Office, SharePoint, Solaris, Technical Support, Information Technology, Business Requirements, Vendor Management, Customer Service, Microsoft Excel, PMBOK, AIX, Windows, IBM AIX, Requirements Analysis, Outlook, Employee Training, XP, Windows Vista, Windows 7, IBM Rational, IBM Rational Licensing
Education
Ryerson University 2008 — 2008
Fundamentals of Project Management II, Information Technology Project Management
Ryerson University 2007 — 2007
Fundamentals of Project Management I, Information Technology Project Management
The Learning Tree 2001 — 2001
Software Change Management Administration, Software Change Management
IBM, 3600 Steeles Avenue East, Markham, Ontario 1999 — 1999
AS/400 Security Concepts and Implementation, AS/400 Security Officer
Centennial College 1998 — 1998
AS/400 Operations Fundamentals and System Administration, AS/400 Operations and Systems Administration
IBM, 3600 Steeles Avenue East, Markham, Ontario 1998 — 1998
AS/400 Advanced Operator Workshop, AS/400 Advanced Operator
DeVry Institute of Technology 1995 — 1996
Computer Information Systems Programme, IT Systems
University of Toronto 1987 — 1991
B.Sc. Specialist in Degree, Biological Sciences, 4 year B.Sc., completed
Anna Borzilo's CI Investments Inc. Experience February 2013 - August 2013
Job Financial Planning Associate at TD Wealth
Industry Financial Services
Experience
TD March 2015 - Present
TD February 2014 - March 2015
CI Investments Inc. February 2013 - August 2013
Pareto December 2012 - February 2013
Setco, Ltd. September 2006 - December 2011
Skills
New Business Development, Marketing Strategy, Microsoft Office, Strategic Planning, English, Business Strategy, Microsoft Excel, Negotiation, Social Media, Project Management, International Trade, Research, International..., PowerPoint, Spanish, French, Team Leadership, Microsoft Word, Market Research, Business Development, Budgets, Product Development, Teamwork, Customer Service, Sales, Financial Analysis, Time Management, Finance, Management, Analysis
Education
Canadian Securities Institute (CSI) 2012 — 2014
CSC, Canadian Securities
Centennial College 2012 — 2012
Post-Graduate Diploma, Financial Planning and Services
Zaporizhzhya National Technical University 2003 — 2008
Master's degree equivalent, International Finance
TD March 2015 - Present
TD February 2014 - March 2015
CI Investments Inc. February 2013 - August 2013
Pareto December 2012 - February 2013
Setco, Ltd. September 2006 - December 2011
Skills
New Business Development, Marketing Strategy, Microsoft Office, Strategic Planning, English, Business Strategy, Microsoft Excel, Negotiation, Social Media, Project Management, International Trade, Research, International..., PowerPoint, Spanish, French, Team Leadership, Microsoft Word, Market Research, Business Development, Budgets, Product Development, Teamwork, Customer Service, Sales, Financial Analysis, Time Management, Finance, Management, Analysis
Education
Canadian Securities Institute (CSI) 2012 — 2014
CSC, Canadian Securities
Centennial College 2012 — 2012
Post-Graduate Diploma, Financial Planning and Services
Zaporizhzhya National Technical University 2003 — 2008
Master's degree equivalent, International Finance
Tom Ranson Tom Ranson's CI Investments Inc. Experience May 2012 - August 2012
Job Underwriter, Third Party Residential At First National Financial LP
Industry Financial Services
Experience
First National Financial LP July 2015 - Present
Home Trust Company September 2014 - July 2015
Home Trust Company December 2013 - September 2014
HomEquity Bank September 2013 - November 2013
CI Investments Inc. May 2012 - August 2012
Equitable Bank May 2011 - August 2011
HomEquity Bank May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Marketing, Insurance, Mortgage Lending, Banking, Portfolio Management
Education
Queen's University 2009 — 2013
Bachelor of Arts (BA) (Honours), Political Science
First National Financial LP July 2015 - Present
Home Trust Company September 2014 - July 2015
Home Trust Company December 2013 - September 2014
HomEquity Bank September 2013 - November 2013
CI Investments Inc. May 2012 - August 2012
Equitable Bank May 2011 - August 2011
HomEquity Bank May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Marketing, Insurance, Mortgage Lending, Banking, Portfolio Management
Education
Queen's University 2009 — 2013
Bachelor of Arts (BA) (Honours), Political Science
Rajen Attwala Rajen Attwala's CI Investments Inc. Experience January 2014 - September 2014
Job Compliance Officer at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company June 2015 - Present
CI Investments Inc. – Canada’s Investment Company October 2014 - June 2015
CI Investments Inc. January 2014 - September 2014
Worldsource Financial Management August 2010 - December 2013
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Portfolio Management, Investment Strategies, Asset Management, Wealth, Insurance, Financial Services, Derivatives, Capital Markets, Financial Analysis, Customer Service
Education
George Brown College 2006 — 2010
Bachelor of Applied Business, Financial Planning and Services
CI Investments Inc. – Canada’s Investment Company June 2015 - Present
CI Investments Inc. – Canada’s Investment Company October 2014 - June 2015
CI Investments Inc. January 2014 - September 2014
Worldsource Financial Management August 2010 - December 2013
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Portfolio Management, Investment Strategies, Asset Management, Wealth, Insurance, Financial Services, Derivatives, Capital Markets, Financial Analysis, Customer Service
Education
George Brown College 2006 — 2010
Bachelor of Applied Business, Financial Planning and Services
Elysa Ben Sabat Elysa Ben Sabat's CI Investments Inc. Experience 2008 - 2009
Job Event Coordinator at C3 Events
Industry Events Services
Experience
C3 Events September 2015 - Present
Somwhr Liquor Lounge May 2015 - September 2015
C3 Events July 2015 - July 2015
W Montreal Hotel November 2014 - May 2015
Miriam Foundation June 2013 - July 2014
Federation CJA October 2011 - April 2013
StyleXchange August 2009 - August 2011
Park West GalleryInt'l March 2009 - July 2009
CI Investments Inc. 2008 - 2009
BMO Bank of Montreal July 2006 - August 2007
Skills
Retail, Public Speaking, Banking, Customer Service, Social Media, Marketing, Microsoft Office, Teamwork, Leadership, Team Leadership, Public Relations, Budgets, Strategic Planning, Microsoft Excel, PowerPoint, Consultative Approach, Social Media Marketing, Communication Skills, Event Planning, Email Marketing, Fashion, Nonprofits, Digital Marketing, Volunteer Management, Marketing Management, Trade Shows, Corporate Events, Fundraising, Marketing Strategy, Facebook, Event Management, Management, Marketing Communications, Online Marketing, Market Research, Direct Marketing, Sales, Media Relations, Contract Negotiation, Online Advertising, Time Management, Social Networking, Sponsorship, Program Management, Advertising, Entrepreneurship, Blogging, New Business Development, Team Building, Editing
Education
Université de Toulouse II (Le Mirail) 2007 — 2007
Bachelor of Arts (B.A.), Marketing
Concordia University 2004 — 2007
BA, Human Relations, Marketing, 3.7 GPA
Dawson College 2001 — 2003
Commerce
Royal West Academy 1996 — 2001
High school
C3 Events September 2015 - Present
Somwhr Liquor Lounge May 2015 - September 2015
C3 Events July 2015 - July 2015
W Montreal Hotel November 2014 - May 2015
Miriam Foundation June 2013 - July 2014
Federation CJA October 2011 - April 2013
StyleXchange August 2009 - August 2011
Park West GalleryInt'l March 2009 - July 2009
CI Investments Inc. 2008 - 2009
BMO Bank of Montreal July 2006 - August 2007
Skills
Retail, Public Speaking, Banking, Customer Service, Social Media, Marketing, Microsoft Office, Teamwork, Leadership, Team Leadership, Public Relations, Budgets, Strategic Planning, Microsoft Excel, PowerPoint, Consultative Approach, Social Media Marketing, Communication Skills, Event Planning, Email Marketing, Fashion, Nonprofits, Digital Marketing, Volunteer Management, Marketing Management, Trade Shows, Corporate Events, Fundraising, Marketing Strategy, Facebook, Event Management, Management, Marketing Communications, Online Marketing, Market Research, Direct Marketing, Sales, Media Relations, Contract Negotiation, Online Advertising, Time Management, Social Networking, Sponsorship, Program Management, Advertising, Entrepreneurship, Blogging, New Business Development, Team Building, Editing
Education
Université de Toulouse II (Le Mirail) 2007 — 2007
Bachelor of Arts (B.A.), Marketing
Concordia University 2004 — 2007
BA, Human Relations, Marketing, 3.7 GPA
Dawson College 2001 — 2003
Commerce
Royal West Academy 1996 — 2001
High school
Roberto Katigbak, CFA's CI Investments Inc. Experience October 2010 - Present
Job Vice President Sales & Marketing at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. October 2010 - Present
Equisoft November 2007 - September 2010
CREPE OH FOLIE April 2005 - September 2007
Manulife Financial 1999 - 2005
Skills
Portfolio Management, Sales, Sales Process, Investments, Competitive Analysis, Mutual Funds, Financial Advisory, Sales Operations, Finance, Asset Allocation, Market Analysis
Education
CFA Insitute 2009 — 2011
CFA designation
Learn to trade Global 2005 — 2005
Financial Technical Analysis
Concordia University 1999 — 2002
Bachelor's, Finance
CI Investments Inc. October 2010 - Present
Equisoft November 2007 - September 2010
CREPE OH FOLIE April 2005 - September 2007
Manulife Financial 1999 - 2005
Skills
Portfolio Management, Sales, Sales Process, Investments, Competitive Analysis, Mutual Funds, Financial Advisory, Sales Operations, Finance, Asset Allocation, Market Analysis
Education
CFA Insitute 2009 — 2011
CFA designation
Learn to trade Global 2005 — 2005
Financial Technical Analysis
Concordia University 1999 — 2002
Bachelor's, Finance
Joyce Ng's CI Investments Inc. Experience June 2013 - Present
Job Event Administrator at CI Investments
Industry Events Services
Experience
CI Investments Inc. June 2013 - Present
Skills
Customer Service, Teamwork, Stress Management, Highly detail oriented, Event Planning, Social Media, PowerPoint, Organizational..., Event Management, Research, Sales, Time Management, Hospitality Industry, Microsoft Word
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (BCom), Hospitality and Tourism Management
CI Investments Inc. June 2013 - Present
Skills
Customer Service, Teamwork, Stress Management, Highly detail oriented, Event Planning, Social Media, PowerPoint, Organizational..., Event Management, Research, Sales, Time Management, Hospitality Industry, Microsoft Word
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (BCom), Hospitality and Tourism Management
Ferdinand Ian Carino's CI Investments Inc. Experience April 2013 - Present
Job PowerBuilder Programmer/Analyst II at CI Investments Inc.
Industry Information Technology and Services
Experience
CI Investments Inc. April 2013 - Present
Incuventure Partners Corporation April 2009 - January 2013
Incuventure Partners Corporation December 2006 - March 2010
FastTrack Solutions, Inc. August 2006 - September 2006
Cubepoint, Inc. April 2004 - April 2006
Skills
Project Management, PowerBuilder, PL/SQL, Oracle PL/SQL..., Oracle, Oracle Forms, Oracle Reports, Oracle SQL Developer, SQL, Databases, MySQL, Microsoft SQL Server, Database Design, Sybase SQL Anywhere, Informix, EAServer, SAP Business One, Appeon, PowerBuilder Web..., PowerBuilder Foundation..., Systems Analysis, System Design, Data Analysis, Business Analysis, Business Process, Yellowfin Business..., Microsoft Applications, Microsoft Access, Software Installation, Hardware Installation, Quality Assurance, Computer Hardware, System Testing, Quality System, MS Project, Microsoft Excel, Microsoft Dynamics, Oracle Financial, Photoshop, Tortoise SVN, Visio, Sybase, Sybase Adaptive Server, Business Intelligence, SQL Toad, PowerScript, Software Development, JavaScript, Java
Education
De La Salle University 2001 — 2005
Master of Computer Science
University of Santo Tomas 1997 — 2001
Doctor of Medicine (M.D.)
University of Santo Tomas 1993 — 1997
Bachelor of Science (B.S.), Psychology
CI Investments Inc. April 2013 - Present
Incuventure Partners Corporation April 2009 - January 2013
Incuventure Partners Corporation December 2006 - March 2010
FastTrack Solutions, Inc. August 2006 - September 2006
Cubepoint, Inc. April 2004 - April 2006
Skills
Project Management, PowerBuilder, PL/SQL, Oracle PL/SQL..., Oracle, Oracle Forms, Oracle Reports, Oracle SQL Developer, SQL, Databases, MySQL, Microsoft SQL Server, Database Design, Sybase SQL Anywhere, Informix, EAServer, SAP Business One, Appeon, PowerBuilder Web..., PowerBuilder Foundation..., Systems Analysis, System Design, Data Analysis, Business Analysis, Business Process, Yellowfin Business..., Microsoft Applications, Microsoft Access, Software Installation, Hardware Installation, Quality Assurance, Computer Hardware, System Testing, Quality System, MS Project, Microsoft Excel, Microsoft Dynamics, Oracle Financial, Photoshop, Tortoise SVN, Visio, Sybase, Sybase Adaptive Server, Business Intelligence, SQL Toad, PowerScript, Software Development, JavaScript, Java
Education
De La Salle University 2001 — 2005
Master of Computer Science
University of Santo Tomas 1997 — 2001
Doctor of Medicine (M.D.)
University of Santo Tomas 1993 — 1997
Bachelor of Science (B.S.), Psychology
Bhavin Panchal's CI Investments Inc. Experience February 2014 - Present
Job Masters in Computer Science, ITIL v3, ITIL SO
Industry Information Technology and Services
Experience
CI Investments Inc. February 2014 - Present
BlackBerry September 2013 - December 2013
BlackBerry December 2009 - September 2013
IDT August 2008 - July 2009
Swiftnet Ltd February 2004 - November 2007
Computaco Ltd. 2003 - 2004
Skills
Telecommunications, VoIP, Troubleshooting, Desktop Support..., IT Operations, IT Service Management, VBScript, Macro, TCP/IP, Network Engineering, SQL, Blackberry Enterprise..., Sla, Servers, Microsoft SQL Server, Testing, DNS, VPN, NAT, Windows Server, Laptops, Printers, MS Excel Pivot Tables, VB.NET, Batch Files, Crystal Reports, Active Directory, Microsoft Exchange, NOC, BMC Remedy, Visio, Tomcat, Big Brother, Routers, Firewalls, Mac OS X, Windows 7, Help Desk Support, DHCP, Technical Support, Blackberry, Network Administration, Operating Systems, Software Documentation, Visual Basic, Technical Documentation, System Administration, ITIL Certified, XP, System Deployment
Education
Middlesex University 2003 — 2005
Masters, Computer Networks
South Gujarat University 2000 — 2003
Bachelor of Computer Applications, Computer Science
CI Investments Inc. February 2014 - Present
BlackBerry September 2013 - December 2013
BlackBerry December 2009 - September 2013
IDT August 2008 - July 2009
Swiftnet Ltd February 2004 - November 2007
Computaco Ltd. 2003 - 2004
Skills
Telecommunications, VoIP, Troubleshooting, Desktop Support..., IT Operations, IT Service Management, VBScript, Macro, TCP/IP, Network Engineering, SQL, Blackberry Enterprise..., Sla, Servers, Microsoft SQL Server, Testing, DNS, VPN, NAT, Windows Server, Laptops, Printers, MS Excel Pivot Tables, VB.NET, Batch Files, Crystal Reports, Active Directory, Microsoft Exchange, NOC, BMC Remedy, Visio, Tomcat, Big Brother, Routers, Firewalls, Mac OS X, Windows 7, Help Desk Support, DHCP, Technical Support, Blackberry, Network Administration, Operating Systems, Software Documentation, Visual Basic, Technical Documentation, System Administration, ITIL Certified, XP, System Deployment
Education
Middlesex University 2003 — 2005
Masters, Computer Networks
South Gujarat University 2000 — 2003
Bachelor of Computer Applications, Computer Science
Cheryl Zhu's CI Investments Inc. Experience May 2012 - September 2012
Job Senior Associate at PwC
Industry Accounting
Experience
PwC September 2012 - Present
CI Investments Inc. May 2012 - September 2012
Bank of Nova Scotia June 2009 - May 2012
CI Investments Inc. July 2011 - August 2011
PwC August 2010 - August 2011
Ministry of Community and Social Services June 2009 - July 2009
Education
York University - Schulich School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Fudan University 2010 — 2010
Intermediate Chinese Language and Culture
PwC September 2012 - Present
CI Investments Inc. May 2012 - September 2012
Bank of Nova Scotia June 2009 - May 2012
CI Investments Inc. July 2011 - August 2011
PwC August 2010 - August 2011
Ministry of Community and Social Services June 2009 - July 2009
Education
York University - Schulich School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Fudan University 2010 — 2010
Intermediate Chinese Language and Culture
sahin jivraj's CI Investments Inc. Experience January 2010 - March 2015
Job Recruitment Professional looking for new opportunities
Industry Staffing and Recruiting
Experience
CI Investments Inc. January 2010 - March 2015
Fidelity Investments June 2005 - October 2008
Shared Vision Management Search Inc. 2003 - 2005
ADV Advanced Technical Services 1996 - 2003
Skills
Information Technology, Talent Acquisition, Recruiting, Onboarding, Talent Management, Management, Leadership, Human Resources, Time Management, Interviews, Sales, Finance, Temporary Placement, New Business Development, Negotiation, Technical Recruiting, Employee Benefits, Training, Customer Retention, Contract Recruitment, Vendor Management, Employee Relations, Career Counseling, Performance Management, Employee Engagement
Education
Ryerson University 2005 — 2008
Human Resources Certification
George Brown College
Life Skills Coach
CI Investments Inc. January 2010 - March 2015
Fidelity Investments June 2005 - October 2008
Shared Vision Management Search Inc. 2003 - 2005
ADV Advanced Technical Services 1996 - 2003
Skills
Information Technology, Talent Acquisition, Recruiting, Onboarding, Talent Management, Management, Leadership, Human Resources, Time Management, Interviews, Sales, Finance, Temporary Placement, New Business Development, Negotiation, Technical Recruiting, Employee Benefits, Training, Customer Retention, Contract Recruitment, Vendor Management, Employee Relations, Career Counseling, Performance Management, Employee Engagement
Education
Ryerson University 2005 — 2008
Human Resources Certification
George Brown College
Life Skills Coach
Jeremy Abitbol's CI Investments Inc. Experience October 2012 - July 2015
Job Client Wealth Management at Gluskin Sheff + Associates
Industry Capital Markets
Experience
Gluskin Sheff + Associates Inc. August 2015 - Present
CI Investments Inc. October 2012 - July 2015
CI Investments Inc. March 2012 - October 2012
McGill University September 2011 - April 2012
Skills
Microsoft Office, Capital IQ, Thomson One, Bloomberg, Financial Modeling, Credit Analysis, Statistical Modeling, Trading, Research, Presentations, Client Service Oriented, Getting The Job Done, Minitab, Financial Analysis, Finance, Fixed Income, Valuation, Bloomberg Terminal, Equity Research, Teamwork
Education
McGill University 2008 — 2011
Bachelor of Commerce, Finance
Hogeschool van Amsterdam 2010 — 2011
HES School of Economics and Business
Marianopolis College 2006 — 2008
DEC, Health Sciences
Bialik High School 2001 — 2006
Gluskin Sheff + Associates Inc. August 2015 - Present
CI Investments Inc. October 2012 - July 2015
CI Investments Inc. March 2012 - October 2012
McGill University September 2011 - April 2012
Skills
Microsoft Office, Capital IQ, Thomson One, Bloomberg, Financial Modeling, Credit Analysis, Statistical Modeling, Trading, Research, Presentations, Client Service Oriented, Getting The Job Done, Minitab, Financial Analysis, Finance, Fixed Income, Valuation, Bloomberg Terminal, Equity Research, Teamwork
Education
McGill University 2008 — 2011
Bachelor of Commerce, Finance
Hogeschool van Amsterdam 2010 — 2011
HES School of Economics and Business
Marianopolis College 2006 — 2008
DEC, Health Sciences
Bialik High School 2001 — 2006
Agnes Doherty's CI Investments Inc. Experience November 2012 - March 2014
Job Business Development Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments March 2014 - August 2014
CI Investments Inc. November 2012 - March 2014
Skills
Mutual Funds, Economics, Financial Services, Customer Service, Data Analysis, Microsoft Office, Corporate Finance, Investments, Finance, Financial Analysis, Sales, Financial Planning, Investment Strategies, Leadership, Relationship Management, Asset Management, Teamwork
Education
NUI Maynooth 2008 — 2012
Bachelor's degree, International Finance and Economics
ESC Rennes 2010 — 2011
Bachelor's degree, International Business
CFA Institute
Fidelity Investments August 2014 - Present
Fidelity Investments March 2014 - August 2014
CI Investments Inc. November 2012 - March 2014
Skills
Mutual Funds, Economics, Financial Services, Customer Service, Data Analysis, Microsoft Office, Corporate Finance, Investments, Finance, Financial Analysis, Sales, Financial Planning, Investment Strategies, Leadership, Relationship Management, Asset Management, Teamwork
Education
NUI Maynooth 2008 — 2012
Bachelor's degree, International Finance and Economics
ESC Rennes 2010 — 2011
Bachelor's degree, International Business
CFA Institute
Sarah Varley, CIMA®, CIM® Sarah Varley, CIMA®, CIM®'s CI Investments Inc. Experience March 2009 - November 2010
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
Clark Rabbior Clark Rabbior's CI Investments Inc. Experience April 2012 - September 2012
Job Research Analyst at Global Public Affairs
Industry Public Relations and Communications
Experience
Global Public Affairs May 2013 - July 2013
CI Investments Inc. April 2012 - September 2012
King's Riding Golf Club April 2009 - September 2011
Skills
Public Affairs, Governmental Affairs, Speech Writing, Research, Report Writing, Policy Research, Proposal Writing, Message Development, Legislative Affairs, Website Development, Legislative Research, Social Media..., Creative Writing, Graphic Design, Internal & External..., Stakeholder Engagement, Government Procurement
Education
McGill University 2009 — 2013
Bachelor of Arts (B.A.), Political Science & History Major
St. Andrew's College 2003 — 2009
High School Diploma
Global Public Affairs May 2013 - July 2013
CI Investments Inc. April 2012 - September 2012
King's Riding Golf Club April 2009 - September 2011
Skills
Public Affairs, Governmental Affairs, Speech Writing, Research, Report Writing, Policy Research, Proposal Writing, Message Development, Legislative Affairs, Website Development, Legislative Research, Social Media..., Creative Writing, Graphic Design, Internal & External..., Stakeholder Engagement, Government Procurement
Education
McGill University 2009 — 2013
Bachelor of Arts (B.A.), Political Science & History Major
St. Andrew's College 2003 — 2009
High School Diploma
Kerem Koca Kerem Koca's CI Investments Inc. Experience March 1996 - December 1996
Job CoFounder, Managing Director at BlueNET Technologies
Industry Information Technology and Services
Experience
BlueNET Technologies March 2005 - Present
Mitsi Consulting January 1998 - December 2004
Deloitte Canada January 1997 - December 1997
CI Investments Inc. March 1996 - December 1996
Education
Bogazici University 1988 — 1992
Bachelor of Science (B.Sc.), Computer Engineering
Bursa Anadolu Lisesi 1981 — 1998
BlueNET Technologies March 2005 - Present
Mitsi Consulting January 1998 - December 2004
Deloitte Canada January 1997 - December 1997
CI Investments Inc. March 1996 - December 1996
Education
Bogazici University 1988 — 1992
Bachelor of Science (B.Sc.), Computer Engineering
Bursa Anadolu Lisesi 1981 — 1998
Kevin MacDougall's CI Investments Inc. Experience August 1998 - August 2000
Job Managing Partner at Merci Mon Ami
Industry Food & Beverages
Experience
Merci Mon Ami January 2007 - Present
We Cater To You July 2002 - Present
RBC Dominion Securities August 2000 - June 2003
CI Investments Inc. August 1998 - August 2000
Skills
Portfolio Management, Wealth Management, Investments, Strategy, Strategic Planning, Management Consulting, Financial Analysis, New Business Development, Team Management, Business Strategy, Risk Management, Real Estate, Business Development, Business Analysis, Budgets, Business Planning, Competitive Analysis, Corporate Finance, Customer Service, Entrepreneurship, Leadership, Management, Marketing Strategy, Mergers, Mutual Funds, Negotiation, Sales Management, Strategic Financial..., Succession Planning, Team Building, Team Leadership, Banking
Education
Ryerson University 2001 — 2003
Business Management, Finance, Accounting
Humber College 1994 — 1998
Business Administration, Marketing
Merci Mon Ami January 2007 - Present
We Cater To You July 2002 - Present
RBC Dominion Securities August 2000 - June 2003
CI Investments Inc. August 1998 - August 2000
Skills
Portfolio Management, Wealth Management, Investments, Strategy, Strategic Planning, Management Consulting, Financial Analysis, New Business Development, Team Management, Business Strategy, Risk Management, Real Estate, Business Development, Business Analysis, Budgets, Business Planning, Competitive Analysis, Corporate Finance, Customer Service, Entrepreneurship, Leadership, Management, Marketing Strategy, Mergers, Mutual Funds, Negotiation, Sales Management, Strategic Financial..., Succession Planning, Team Building, Team Leadership, Banking
Education
Ryerson University 2001 — 2003
Business Management, Finance, Accounting
Humber College 1994 — 1998
Business Administration, Marketing
Jane Gray, PMP Jane Gray, PMP's CI Investments Inc. Experience 2008 - 2011
Job Project Manager at Graylance
Industry Information Technology and Services
Experience
Graylance September 2000 - Present
Sibley & Associates April 2011 - July 2012
CI Investments Inc. 2008 - 2011
The CUMIS Group January 2002 - October 2007
Communicopia 2001 - 2002
SOLCORP 1994 - 2001
Skills
PMP, Information Technology, Analysis, Agile Methodologies, ITIL, Leadership, Web Services, Strategic Planning, Scrum, Change Management, SDLC, Stakeholder Management, Project Management
Education
Ryerson University
Business Administration
Graylance September 2000 - Present
Sibley & Associates April 2011 - July 2012
CI Investments Inc. 2008 - 2011
The CUMIS Group January 2002 - October 2007
Communicopia 2001 - 2002
SOLCORP 1994 - 2001
Skills
PMP, Information Technology, Analysis, Agile Methodologies, ITIL, Leadership, Web Services, Strategic Planning, Scrum, Change Management, SDLC, Stakeholder Management, Project Management
Education
Ryerson University
Business Administration
Motria Spolsky-Mielnik Motria Spolsky-Mielnik's CI Investments Inc. Experience August 2010 - July 2011
Job Freelance Translator
Industry Translation and Localization
Experience
CI Investments Inc. – Canada’s Investment Company May 2014 - Present
Litera Translations September 2007 - Present
Czar Media November 2011 - June 2012
CI Investments Inc. August 2010 - July 2011
N/A September 2006 - June 2010
Glendon School of Translation May 2009 - November 2009
Les Éditions Sivori March 2009 - April 2009
Le salon du livre de Toronto July 2006 - December 2006
Lycée Jean Lurçat October 2005 - April 2006
Skills
Translation, Highly Adaptable, Fast Learner, Adaptation, Teaching, French, English, Proofreading, Editing, Ukrainian
Education
York University 2007 — 2009
M.A., Translation
University of Guelph 2001 — 2005
B.A. Honours, European Studies, French
Institut d'Etudes politiques de Lyon 2003 — 2004
Year abroad, Political Science and History
CI Investments Inc. – Canada’s Investment Company May 2014 - Present
Litera Translations September 2007 - Present
Czar Media November 2011 - June 2012
CI Investments Inc. August 2010 - July 2011
N/A September 2006 - June 2010
Glendon School of Translation May 2009 - November 2009
Les Éditions Sivori March 2009 - April 2009
Le salon du livre de Toronto July 2006 - December 2006
Lycée Jean Lurçat October 2005 - April 2006
Skills
Translation, Highly Adaptable, Fast Learner, Adaptation, Teaching, French, English, Proofreading, Editing, Ukrainian
Education
York University 2007 — 2009
M.A., Translation
University of Guelph 2001 — 2005
B.A. Honours, European Studies, French
Institut d'Etudes politiques de Lyon 2003 — 2004
Year abroad, Political Science and History
Susan Jamieson Susan Jamieson's CI Investments Inc. Experience May 2011 - August 2012
Job Compliance Officer, Complaints & Investigations at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management August 2012 - Present
CI Investments Inc. May 2011 - August 2012
CI Investments Inc. August 2006 - April 2010
Sherrida Personal Management September 1998 - June 2004
Skills
Financial Services, Microsoft Office, Microsoft Excel, Managing Associates, Development Coaching, Business Correspondence, Estate Planning, Analysis, AML, Customer Service, Financial Advisory
Education
Queen's University 1989 — 1993
Bachelor of Arts, English
University of Alberta 1988 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Assante Wealth Management August 2012 - Present
CI Investments Inc. May 2011 - August 2012
CI Investments Inc. August 2006 - April 2010
Sherrida Personal Management September 1998 - June 2004
Skills
Financial Services, Microsoft Office, Microsoft Excel, Managing Associates, Development Coaching, Business Correspondence, Estate Planning, Analysis, AML, Customer Service, Financial Advisory
Education
Queen's University 1989 — 1993
Bachelor of Arts, English
University of Alberta 1988 — 1989
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Andrew Woo Andrew Woo's CI Investments Inc. Experience January 2013 - Present
Job Senior Business Analyst at CI Investments Inc.
Industry Marketing and Advertising
Experience
CI Investments Inc. January 2013 - Present
CI Investments Inc. April 2011 - December 2012
CI Investments Inc. January 2010 - April 2011
Maple Leaf Sports & Entertainment April 2009 - December 2010
Consumer Impact Marketing December 2008 - December 2009
Consumer Impact Marketing May 2008 - August 2008
Universal Energy Corporation April 2007 - August 2007
Richmond Hill Arena Association 2003 - 2005
Skills
Portfolio Management, Securities, Marketing, Investments, Leadership, Management, Product Management, Time Management, Mutual Funds, Financial Services, Customer Service, Negotiation, Software Documentation, Business Planning, Product Development, Talent Acquisition, Databases, Financial Analysis, Business Analysis, Team Leadership, Wealth Management, Relationship Management, Microsoft Excel, Equities
Education
Ryerson University 2004 — 2009
Bachelor of Commerce, Double Major - Marketing Management and Operations Management
CI Investments Inc. January 2013 - Present
CI Investments Inc. April 2011 - December 2012
CI Investments Inc. January 2010 - April 2011
Maple Leaf Sports & Entertainment April 2009 - December 2010
Consumer Impact Marketing December 2008 - December 2009
Consumer Impact Marketing May 2008 - August 2008
Universal Energy Corporation April 2007 - August 2007
Richmond Hill Arena Association 2003 - 2005
Skills
Portfolio Management, Securities, Marketing, Investments, Leadership, Management, Product Management, Time Management, Mutual Funds, Financial Services, Customer Service, Negotiation, Software Documentation, Business Planning, Product Development, Talent Acquisition, Databases, Financial Analysis, Business Analysis, Team Leadership, Wealth Management, Relationship Management, Microsoft Excel, Equities
Education
Ryerson University 2004 — 2009
Bachelor of Commerce, Double Major - Marketing Management and Operations Management
Nicole Jensen Nicole Jensen's CI Investments Inc. Experience July 2013 - Present
Job VP Learning & Development at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. July 2013 - Present
CI Investments Inc. February 2007 - July 2013
Skills
Investments, Mutual Funds, Wealth Management, Financial Services, Securities, Customer Service, Relationship Management, Investment Advisory, Investment Strategies, Asset Allocation, Asset Management
Education
Ryerson University 2011 — 2013
Certificate, Human Resources Management
University of Toronto Mississauga 1994 — 1999
Bachelor of Commerce, Finance
CI Investments Inc. July 2013 - Present
CI Investments Inc. February 2007 - July 2013
Skills
Investments, Mutual Funds, Wealth Management, Financial Services, Securities, Customer Service, Relationship Management, Investment Advisory, Investment Strategies, Asset Allocation, Asset Management
Education
Ryerson University 2011 — 2013
Certificate, Human Resources Management
University of Toronto Mississauga 1994 — 1999
Bachelor of Commerce, Finance
Susan Tucker Jugovic Susan Tucker Jugovic's CI Investments Inc. Experience 1999 - 2012
Job Solutions Guide at Telax Hosted Call Center
Industry Computer Software
Experience
Telax Hosted Call Center 2012 - Present
CI Investments Inc. 1999 - 2012
RBC 1992 - 1999
Skills
Business Analysis, Call Center, Customer Experience, Customer Service, Financial Services, Investments, Management, Microsoft Office, Mutual Funds, Project Management, Relationship Management, Team Leadership, Vendor Management, Wealth Management
Education
McGill University
Bachelor of Commerce, Human Resource Management
Telax Hosted Call Center 2012 - Present
CI Investments Inc. 1999 - 2012
RBC 1992 - 1999
Skills
Business Analysis, Call Center, Customer Experience, Customer Service, Financial Services, Investments, Management, Microsoft Office, Mutual Funds, Project Management, Relationship Management, Team Leadership, Vendor Management, Wealth Management
Education
McGill University
Bachelor of Commerce, Human Resource Management
Jennifer Morin Jennifer Morin's CI Investments Inc. Experience January 2013 - January 2015
Job Sales Assistant, Business Development
Industry Financial Services
Experience
Assante Wealth Management January 2015 - Present
CI Investments Inc. January 2013 - January 2015
CI Investments Inc. January 2011 - January 2013
Gap Inc. October 2009 - June 2012
Rogers Communications April 2010 - December 2010
Concord Adex Developments October 2009 - March 2010
Skills
Customer Service, Selling, Microsoft Excel, Microsoft Office, Outlook, Time Management, Microsoft Word, PowerPoint, Sales, Teamwork, Customer Satisfaction, Customer Experience, Data Entry
Education
Georgian College 2006 — 2008
Dipolma, Police Foundations
Assante Wealth Management January 2015 - Present
CI Investments Inc. January 2013 - January 2015
CI Investments Inc. January 2011 - January 2013
Gap Inc. October 2009 - June 2012
Rogers Communications April 2010 - December 2010
Concord Adex Developments October 2009 - March 2010
Skills
Customer Service, Selling, Microsoft Excel, Microsoft Office, Outlook, Time Management, Microsoft Word, PowerPoint, Sales, Teamwork, Customer Satisfaction, Customer Experience, Data Entry
Education
Georgian College 2006 — 2008
Dipolma, Police Foundations
David Tucker David Tucker's CI Investments Inc. Experience August 2003 - December 2004
Job Sr. Named Enterprise Account Executive
Industry Computer Software
Experience
Adobe September 2015 - Present
Salesforce Marketing Cloud November 2013 - September 2015
Marketwire July 2005 - November 2013
Redwood Asset Management December 2004 - July 2005
CI Investments Inc. August 2003 - December 2004
CI Investments Inc December 2001 - August 2003
Connor Clark Private Trust 1997 - 1999
Skills
Finance, Investor Relations, Strategic Communications, Corporate Communications, Public Relations, CRM, Digital Media, Social Media Measurement, Investments, Financial Services, Sales, Social Media, Digital Marketing, Enterprise Software, Enterprise Technology..., Enterprise Solution..., Management, Sales Process, SaaS, Advertising, Solution Selling, Social Media Marketing, Social Media Consulting, Social Media..., Selling, Strategic Partnerships, Contract Negotiation, Contractual Agreements, Social Media Integration, Analytics, Lead Generation, Digital Strategy, Salesforce.com, Integrated Marketing, Strategy
Education
Humber College 1995 — 1997
Marketing Diploma
Ridley College 1990 — 1994
Adobe September 2015 - Present
Salesforce Marketing Cloud November 2013 - September 2015
Marketwire July 2005 - November 2013
Redwood Asset Management December 2004 - July 2005
CI Investments Inc. August 2003 - December 2004
CI Investments Inc December 2001 - August 2003
Connor Clark Private Trust 1997 - 1999
Skills
Finance, Investor Relations, Strategic Communications, Corporate Communications, Public Relations, CRM, Digital Media, Social Media Measurement, Investments, Financial Services, Sales, Social Media, Digital Marketing, Enterprise Software, Enterprise Technology..., Enterprise Solution..., Management, Sales Process, SaaS, Advertising, Solution Selling, Social Media Marketing, Social Media Consulting, Social Media..., Selling, Strategic Partnerships, Contract Negotiation, Contractual Agreements, Social Media Integration, Analytics, Lead Generation, Digital Strategy, Salesforce.com, Integrated Marketing, Strategy
Education
Humber College 1995 — 1997
Marketing Diploma
Ridley College 1990 — 1994
Karen Satura's CI Investments Inc. Experience August 2004 - November 2007
Job Senior Graphic Designer at Sentry Investments
Industry Financial Services
Experience
Sentry Investments December 2012 - Present
AGF MANAGEMENT LIMITED (acquired Acuity Funds Ltd.) January 2012 - September 2012
Acuity Funds Ltd. November 2007 - December 2011
CI Investments Inc. August 2004 - November 2007
Longo Brothers Fruit Markets - Corporate Head Office: Marketing Department November 2003 - August 2004
The Printing House January 2002 - February 2003
Skills
Graphic Design, InDesign, Illustrator, Photoshop, QuarkXPress, Adobe Acrobat, Microsoft Excel, Microsoft Word, PowerPoint, Web Design, Project Planning, Advertising, Corporate Branding, Project Management, Web Development, Leadership, Budgets, Corporate Communications, Web, Brochures, Graphics, Layout
Education
Toronto Image Works
Web Development
Humber College
Graphic Design for Print and Web
University of Toronto - Victoria University
Honours Bachelor of Arts, Anthropology and Fine Art
Sentry Investments December 2012 - Present
AGF MANAGEMENT LIMITED (acquired Acuity Funds Ltd.) January 2012 - September 2012
Acuity Funds Ltd. November 2007 - December 2011
CI Investments Inc. August 2004 - November 2007
Longo Brothers Fruit Markets - Corporate Head Office: Marketing Department November 2003 - August 2004
The Printing House January 2002 - February 2003
Skills
Graphic Design, InDesign, Illustrator, Photoshop, QuarkXPress, Adobe Acrobat, Microsoft Excel, Microsoft Word, PowerPoint, Web Design, Project Planning, Advertising, Corporate Branding, Project Management, Web Development, Leadership, Budgets, Corporate Communications, Web, Brochures, Graphics, Layout
Education
Toronto Image Works
Web Development
Humber College
Graphic Design for Print and Web
University of Toronto - Victoria University
Honours Bachelor of Arts, Anthropology and Fine Art
James Sturdy James Sturdy's CI Investments Inc. Experience June 1999 - Present
Job VP at CI Investments Inc., KOLBE Certified Consultant
Industry Financial Services
Experience
Kolbe Corp 2013 - Present
CI Investments Inc. June 1999 - Present
Skills
Public Speaking, Presentation Coaching, Coaching, Mutual Funds, Wealth Management, Investments, iPad, Retirement Planning, Financial Planners, Wealth, Financial Advisory, Investment Strategies, Financial Services, Retirement, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Asset Management, Relationship Management, Securities, Wealth Management..., Equities, Alternative Investments, Finance
Education
The University of Calgary 1990 — 1994
BA, Art History
Alberta College of Art and Design 1988 — 1990
Photography
Kolbe Corp 2013 - Present
CI Investments Inc. June 1999 - Present
Skills
Public Speaking, Presentation Coaching, Coaching, Mutual Funds, Wealth Management, Investments, iPad, Retirement Planning, Financial Planners, Wealth, Financial Advisory, Investment Strategies, Financial Services, Retirement, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Asset Management, Relationship Management, Securities, Wealth Management..., Equities, Alternative Investments, Finance
Education
The University of Calgary 1990 — 1994
BA, Art History
Alberta College of Art and Design 1988 — 1990
Photography
Heidi Alexander Heidi Alexander's CI Investments Inc. Experience August 1997 - March 2002
Job Personal and Professional Life Coach
Industry Professional Training & Coaching
Experience
HLA Coaching January 2011 - Present
CIBC Asset Management March 2008 - July 2010
TD Asset Management 2005 - 2008
IA Clarington March 2002 - November 2005
CI Investments Inc. August 1997 - March 2002
Skills
Mutual Funds, Wealth Management, Team Building, Coaching, Leadership, Change Management, Risk Management, Public Speaking, Strategic Planning, Personal Development, Customer Experience, Executive Coaching, Performance Management, Strategy, Team Leadership, Workshop Facilitation, Employee Training, Business Development, Business Planning, Life Coaching, Conflict Resolution, Sales Management, Emotional Intelligence, Leadership Development, Organizational..., Training, Organizational..., Management Consulting, Entrepreneurship, Training Delivery
Education
Concordia University 2010 — 2011
PPCC, Professional and Personal Life Coaching
McGill University 2003 — 2004
Graduate Diploma, Human Relations., GDip Educational & Counselling Psychology
McGill University 1992 — 1996
B.A., Psychology
HLA Coaching January 2011 - Present
CIBC Asset Management March 2008 - July 2010
TD Asset Management 2005 - 2008
IA Clarington March 2002 - November 2005
CI Investments Inc. August 1997 - March 2002
Skills
Mutual Funds, Wealth Management, Team Building, Coaching, Leadership, Change Management, Risk Management, Public Speaking, Strategic Planning, Personal Development, Customer Experience, Executive Coaching, Performance Management, Strategy, Team Leadership, Workshop Facilitation, Employee Training, Business Development, Business Planning, Life Coaching, Conflict Resolution, Sales Management, Emotional Intelligence, Leadership Development, Organizational..., Training, Organizational..., Management Consulting, Entrepreneurship, Training Delivery
Education
Concordia University 2010 — 2011
PPCC, Professional and Personal Life Coaching
McGill University 2003 — 2004
Graduate Diploma, Human Relations., GDip Educational & Counselling Psychology
McGill University 1992 — 1996
B.A., Psychology
Misa Stefanovic Misa Stefanovic's CI Investments Inc. Experience September 2005 - September 2006
Job President at 4C Wealth
Industry Financial Services
Experience
4c Wealth January 2009 - Present
Acuity Funds Ltd May 2007 - December 2008
Gibraltar Consulting Group September 2006 - May 2007
CI Investments Inc September 2005 - September 2006
Skills
Strategic Financial..., Investments, Equities
Education
Humber College 2000 — 2004
Business Management Diploma
4c Wealth January 2009 - Present
Acuity Funds Ltd May 2007 - December 2008
Gibraltar Consulting Group September 2006 - May 2007
CI Investments Inc September 2005 - September 2006
Skills
Strategic Financial..., Investments, Equities
Education
Humber College 2000 — 2004
Business Management Diploma
Jeff O'Neill Jeff O'Neill's CI Investments Inc. Experience May 2012 - September 2012
Job Business Development Manager at Purpose Investments
Industry Financial Services
Experience
Purpose Investments April 2015 - Present
BMO Financial Group April 2014 - April 2015
Sun Life Global Investments May 2013 - September 2013
CI Investments Inc. May 2012 - September 2012
CI Investments Inc. – Canada’s Investment Company May 2011 - August 2011
Skills
Leadership, Teamwork, Time Management, ETFs, Building Relationships, Mutual Funds, Bloomberg, Microsoft Office, Consultative Selling, Microsoft Excel, PowerPoint, Highly personable, High Organizational..., Relationship Management, Communication Skills, Self-driven, Public Speaking, Fundraising, Event Planning, Resourceful..., Team Leadership, Investments
Education
McGill University 2008 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, History
St. Andrew's College 2003 — 2008
Honour Role
Purpose Investments April 2015 - Present
BMO Financial Group April 2014 - April 2015
Sun Life Global Investments May 2013 - September 2013
CI Investments Inc. May 2012 - September 2012
CI Investments Inc. – Canada’s Investment Company May 2011 - August 2011
Skills
Leadership, Teamwork, Time Management, ETFs, Building Relationships, Mutual Funds, Bloomberg, Microsoft Office, Consultative Selling, Microsoft Excel, PowerPoint, Highly personable, High Organizational..., Relationship Management, Communication Skills, Self-driven, Public Speaking, Fundraising, Event Planning, Resourceful..., Team Leadership, Investments
Education
McGill University 2008 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, History
St. Andrew's College 2003 — 2008
Honour Role
Robert New's CI Investments Inc. Experience July 2012 - March 2013
Job District Sales Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
CI Investments Inc. July 2012 - March 2013
CI Investments Inc. July 2011 - July 2012
King’s University College at the University of Western Ontario September 2009 - June 2010
Skills
Customer Relations, Customer Retention, Call Center, Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word, Customer Service, Time Management, Public Speaking, Social Media, Outlook
Education
The University of Western Ontario - King's University College 2006 — 2010
BMOS, Finance and Administration
St. Michaels College School 2002 — 2006
Fidelity Investments March 2013 - Present
CI Investments Inc. July 2012 - March 2013
CI Investments Inc. July 2011 - July 2012
King’s University College at the University of Western Ontario September 2009 - June 2010
Skills
Customer Relations, Customer Retention, Call Center, Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word, Customer Service, Time Management, Public Speaking, Social Media, Outlook
Education
The University of Western Ontario - King's University College 2006 — 2010
BMOS, Finance and Administration
St. Michaels College School 2002 — 2006
Gaurav Kapoor Gaurav Kapoor's CI Investments Inc. Experience 2012 - 2014
Job Global Technology Investments
Industry Investment Management
Experience
Investment Management 2015 - Present
CI Investments Inc. 2012 - 2014
Citadel LLC 2011 - 2012
Fidelity Investments 2008 - 2011
Thomas Weisel Partners January 2003 - December 2007
Skills
Equity Research, Equities, Equity Valuation, Hedge Funds, Portfolio Management, Competitive Analysis, Valuation, Industry Analysis, Asset Management, Investments, Alternative Investments, Bloomberg, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Mutual Funds, Fundamental Analysis, Business Strategy, Strategy, Financial Analysis, Financial Strategy, Financial Statements
Education
Harvard Business School
General Management, Finance
Indian Institute of Technology
Bachelor of Technology, Engineering
The Hong Kong University of Science and Technology
Investment Management 2015 - Present
CI Investments Inc. 2012 - 2014
Citadel LLC 2011 - 2012
Fidelity Investments 2008 - 2011
Thomas Weisel Partners January 2003 - December 2007
Skills
Equity Research, Equities, Equity Valuation, Hedge Funds, Portfolio Management, Competitive Analysis, Valuation, Industry Analysis, Asset Management, Investments, Alternative Investments, Bloomberg, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Mutual Funds, Fundamental Analysis, Business Strategy, Strategy, Financial Analysis, Financial Strategy, Financial Statements
Education
Harvard Business School
General Management, Finance
Indian Institute of Technology
Bachelor of Technology, Engineering
The Hong Kong University of Science and Technology
Jeff Elliott, PhD, CFA Jeff Elliott, PhD, CFA's CI Investments Inc. Experience August 2013 - Present
Job VP and Portfolio Manager at CI Investments
Industry Investment Management
Experience
CI Investments Inc. August 2013 - Present
Sectoral Asset Management November 2010 - July 2013
UBS Investment Bank January 2008 - October 2010
UBS Investment Bank January 2005 - January 2008
Raymond James July 2003 - January 2005
MDS Capital May 2002 - August 2002
Twinstrand Therapeutics April 2000 - May 2001
Skills
Equity Research, Financial Modeling, Investments, Asset Managment, Financial Analysis, Capital Markets, Equity Valuation, Securities, Investment Management, Biotechnology, Financial Services, Equities, Bloomberg, Portfolio Management, Financial Markets, Investment Strategies, Asset Management
Education
The University of Western Ontario - Richard Ivey School of Business 2001 — 2003
MBA, Business Administration and Management, General
Simon Fraser University 1994 — 2000
PhD, Molecular Biology and Biochemistry
Queen's University 1990 — 1994
B.Sc., Biochemistry
CFA Institute
CFA (Chartered Financial Analyst)
CI Investments Inc. August 2013 - Present
Sectoral Asset Management November 2010 - July 2013
UBS Investment Bank January 2008 - October 2010
UBS Investment Bank January 2005 - January 2008
Raymond James July 2003 - January 2005
MDS Capital May 2002 - August 2002
Twinstrand Therapeutics April 2000 - May 2001
Skills
Equity Research, Financial Modeling, Investments, Asset Managment, Financial Analysis, Capital Markets, Equity Valuation, Securities, Investment Management, Biotechnology, Financial Services, Equities, Bloomberg, Portfolio Management, Financial Markets, Investment Strategies, Asset Management
Education
The University of Western Ontario - Richard Ivey School of Business 2001 — 2003
MBA, Business Administration and Management, General
Simon Fraser University 1994 — 2000
PhD, Molecular Biology and Biochemistry
Queen's University 1990 — 1994
B.Sc., Biochemistry
CFA Institute
CFA (Chartered Financial Analyst)
Nicholas Ruscitti Nicholas Ruscitti's CI Investments Inc. Experience September 2012 - February 2014
Job .
Industry Public Policy
Experience
WSIB April 2014 - Present
CI Investments Inc. September 2012 - February 2014
TrojanOne 2011 - 2012
Maple Leaf Sports & Entertainment 2011 - 2011
South Niagara Rowing Club 2011 - 2011
New York Mets 2011 - 2011
Laurentian University 2010 - 2010
Laurentian University Athletics 2009 - 2010
LAMBDA Laurentian University Newspaper 2008 - 2010
CKLU University Radio 2008 - 2010
Skills
Event Planning, Sports Marketing, Marketing, Event Management
Education
Laurentian University/Université Laurentienne 2007 — 2011
Honours Bachelor of Commerce, Sports Administration
WSIB April 2014 - Present
CI Investments Inc. September 2012 - February 2014
TrojanOne 2011 - 2012
Maple Leaf Sports & Entertainment 2011 - 2011
South Niagara Rowing Club 2011 - 2011
New York Mets 2011 - 2011
Laurentian University 2010 - 2010
Laurentian University Athletics 2009 - 2010
LAMBDA Laurentian University Newspaper 2008 - 2010
CKLU University Radio 2008 - 2010
Skills
Event Planning, Sports Marketing, Marketing, Event Management
Education
Laurentian University/Université Laurentienne 2007 — 2011
Honours Bachelor of Commerce, Sports Administration
Vanessa Hui's CI Investments Inc. Experience May 2011 - August 2011
Job Associate at Goodmans LLP
Industry Law Practice
Experience
Goodmans LLP October 2015 - Present
Goodmans LLP May 2012 - Present
CI Investments Inc. May 2011 - August 2011
Education
University of Toronto 2011 — 2014
JD/MBA
Trinity College, Dublin 2013 — 2013
International Exchange
Queen's University 2006 — 2010
Bachelor of Commerce, First Class Honours
The Chinese University of Hong Kong 2009 — 2009
International Exchange
Harvard University 2008 — 2008
International Business
Havergal College 1994 — 2006
Goodmans LLP October 2015 - Present
Goodmans LLP May 2012 - Present
CI Investments Inc. May 2011 - August 2011
Education
University of Toronto 2011 — 2014
JD/MBA
Trinity College, Dublin 2013 — 2013
International Exchange
Queen's University 2006 — 2010
Bachelor of Commerce, First Class Honours
The Chinese University of Hong Kong 2009 — 2009
International Exchange
Harvard University 2008 — 2008
International Business
Havergal College 1994 — 2006
Christopher Vollick's CI Investments Inc. Experience October 2000 - April 2001
Job Seeking New Opportunities as Account Manager building strong relationships and growing new business
Industry Consumer Goods
Experience
ICUC September 2015 - Present
Mosaic Sales Solutions July 2015 - Present
Independent Sales Consultant June 2015 - Present
Marketing & Social Media Consultant June 2012 - Present
KP Building Products Ltd. March 2014 - May 2015
Farley WinDoor Ltd July 2011 - May 2015
The Home Depot March 2004 - July 2011
XE.com Inc. July 2002 - January 2004
CI Investments Inc. October 2000 - April 2001
Mackenzie Investments October 1998 - October 2000
Skills
Sales Management, Customer Service, Customer Relations, Strategic Partnerships, Business Analysis, Home Improvement, Project Management, Excel, Strategic Planning, Microsoft Office, Event Planning, Account Management, Social Media, Word, Teamwork, Public Relations, Social Media Marketing, Vendor Relations, Team Leadership, Coaching, Public Speaking, Analysis, Strategic Communications, Brand Awareness, Brand Loyalty, Brand Management, Consumer Goods, Business Development, Key Account Management, Sales, Sales Operations, Training, Management, Social Networking, Marketing
Education
McMaster University 2011 — 2015
Diploma in Public Relations, Corpoarte Communications, Strategic Management
The Summit Group 2012 — 2012
Creating Business Value
Wilfrid Laurier University 1991 — 1995
BBA, Honours, Marketing & Finance
ICUC September 2015 - Present
Mosaic Sales Solutions July 2015 - Present
Independent Sales Consultant June 2015 - Present
Marketing & Social Media Consultant June 2012 - Present
KP Building Products Ltd. March 2014 - May 2015
Farley WinDoor Ltd July 2011 - May 2015
The Home Depot March 2004 - July 2011
XE.com Inc. July 2002 - January 2004
CI Investments Inc. October 2000 - April 2001
Mackenzie Investments October 1998 - October 2000
Skills
Sales Management, Customer Service, Customer Relations, Strategic Partnerships, Business Analysis, Home Improvement, Project Management, Excel, Strategic Planning, Microsoft Office, Event Planning, Account Management, Social Media, Word, Teamwork, Public Relations, Social Media Marketing, Vendor Relations, Team Leadership, Coaching, Public Speaking, Analysis, Strategic Communications, Brand Awareness, Brand Loyalty, Brand Management, Consumer Goods, Business Development, Key Account Management, Sales, Sales Operations, Training, Management, Social Networking, Marketing
Education
McMaster University 2011 — 2015
Diploma in Public Relations, Corpoarte Communications, Strategic Management
The Summit Group 2012 — 2012
Creating Business Value
Wilfrid Laurier University 1991 — 1995
BBA, Honours, Marketing & Finance
Benjamin Klein's CI Investments Inc. Experience May 2012 - October 2013
Job Research Analyst at Baskin Financial
Industry Financial Services
Experience
Baskin Financial October 2013 - Present
CI Investments Inc. May 2012 - October 2013
Queen's Economic Investment Club September 2011 - April 2012
Queen's University September 2008 - April 2012
Hobby World June 2011 - August 2011
AIESEC January 2010 - January 2011
Silver Crystal Sports, Inc May 2010 - August 2010
Score Media Inc June 2009 - August 2009
North Toronto Baseball May 2009 - August 2009
Skills
Team Management, Financial Analysis, Account Management, Sales, Finance, Marketing, Customer Support, Computer Building, Networking, Team Leadership, Research, Public Speaking, Teamwork, Data Analysis, Leadership
Education
CFA Institute 2012 — 2014
Chartered Financial Analyst
Queen's University 2008 — 2012
BAH, Applied Economics
Community Hebrew Academy of Toronto 2004 — 2008
Ontario Secondary School Diploma, Economics
Baskin Financial October 2013 - Present
CI Investments Inc. May 2012 - October 2013
Queen's Economic Investment Club September 2011 - April 2012
Queen's University September 2008 - April 2012
Hobby World June 2011 - August 2011
AIESEC January 2010 - January 2011
Silver Crystal Sports, Inc May 2010 - August 2010
Score Media Inc June 2009 - August 2009
North Toronto Baseball May 2009 - August 2009
Skills
Team Management, Financial Analysis, Account Management, Sales, Finance, Marketing, Customer Support, Computer Building, Networking, Team Leadership, Research, Public Speaking, Teamwork, Data Analysis, Leadership
Education
CFA Institute 2012 — 2014
Chartered Financial Analyst
Queen's University 2008 — 2012
BAH, Applied Economics
Community Hebrew Academy of Toronto 2004 — 2008
Ontario Secondary School Diploma, Economics
Michael (Chunquan) Zhao Michael (Chunquan) Zhao's CI Investments Inc. Experience June 2010 - Present
Job Programmer Analyst at CI Investments Inc.
Industry Information Technology and Services
Experience
CI Investments Inc. June 2010 - Present
Cryptologic February 2008 - December 2008
AIM Trimark Investments January 2000 - January 2008
Jilin University- IT Consult Inc. June 1995 - August 1999
Education
Jilin University 1986 — 1990
Bs., Computer Science
CI Investments Inc. June 2010 - Present
Cryptologic February 2008 - December 2008
AIM Trimark Investments January 2000 - January 2008
Jilin University- IT Consult Inc. June 1995 - August 1999
Education
Jilin University 1986 — 1990
Bs., Computer Science
Sophia Studin's CI Investments Inc. Experience August 2013 - Present
Job Marketing Coordinator
Industry Investment Management
Experience
CI Investments Inc. August 2013 - Present
Holt Renfrew October 2009 - August 2013
Holt Renfrew June 2008 - October 2009
Skills
Fashion, Sales, Personal Shopping, Trend Forecasting, Merchandising, Retail, Customer Service, Styling, Trend, Marketing, Trend Analysis, Fashion Illustration, Direct Sales, Retail Sales, Luxury Goods, Fashion Design, Merchandise Planning, Store Management, Administrative..., Assistant Work, Client Development, Key Client Relationships, Communication Skills, Coordination, Wardrobe, Marketing Communications, Social Media, Fashion Blogging, Organization, Client Co-ordination, High Performance Driving, Stylists, Public Relations, Social Networking, Assortment, Assistants, Facebook, Outlook, Event Planning, Events Coordination, Event Management, Salesforce.com, Communication, Visual Merchandising, Time Management, Apparel, Teamwork
Education
George Brown College 2006 — 2008
Diploma, Dance
Seneca College of Applied Arts and Technology 2005 — 2006
Certificate, Communication and Media Studies
Alliance Française
Westmount Collegiate Institute
Westmount Collegiate Institute
Westmount Collegiate Institute
CI Investments Inc. August 2013 - Present
Holt Renfrew October 2009 - August 2013
Holt Renfrew June 2008 - October 2009
Skills
Fashion, Sales, Personal Shopping, Trend Forecasting, Merchandising, Retail, Customer Service, Styling, Trend, Marketing, Trend Analysis, Fashion Illustration, Direct Sales, Retail Sales, Luxury Goods, Fashion Design, Merchandise Planning, Store Management, Administrative..., Assistant Work, Client Development, Key Client Relationships, Communication Skills, Coordination, Wardrobe, Marketing Communications, Social Media, Fashion Blogging, Organization, Client Co-ordination, High Performance Driving, Stylists, Public Relations, Social Networking, Assortment, Assistants, Facebook, Outlook, Event Planning, Events Coordination, Event Management, Salesforce.com, Communication, Visual Merchandising, Time Management, Apparel, Teamwork
Education
George Brown College 2006 — 2008
Diploma, Dance
Seneca College of Applied Arts and Technology 2005 — 2006
Certificate, Communication and Media Studies
Alliance Française
Westmount Collegiate Institute
Westmount Collegiate Institute
Westmount Collegiate Institute
Sean Lasko, CFA, CFP Sean Lasko, CFA, CFP's CI Investments Inc. Experience November 2005 - June 2012
Job Investment Counsellor at Manulife Private Wealth
Industry Financial Services
Experience
Manulife Financial June 2012 - Present
CI Investments Inc. November 2005 - June 2012
CI Investments Inc. June 2003 - August 2005
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning
Education
Michigan State University 1998 — 2002
BA, Finance
CFA Institute
Chartered Financial Analyst
Financial Planning Standards Council
Certified Financial Planner
Manulife Financial June 2012 - Present
CI Investments Inc. November 2005 - June 2012
CI Investments Inc. June 2003 - August 2005
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning
Education
Michigan State University 1998 — 2002
BA, Finance
CFA Institute
Chartered Financial Analyst
Financial Planning Standards Council
Certified Financial Planner
Greg Omand Greg Omand's CI Investments Inc. Experience September 2011 - April 2013
Job MBA Candidate at Duke University The Fuqua School of Business
Industry Investment Management
Experience
Connor, Clark & Lunn Private Capital Ltd. May 2013 - July 2015
CI Investments Inc. September 2011 - April 2013
Ontario Medical Association May 2010 - August 2011
Skills
Financial Analysis, Team-oriented, DCF Valuation, Comparative Analysis, Wealth Management, French, Pitch packages, Management
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Waterloo 2007 — 2011
Honours BA, Psychology
Queen's University 2012 — 2012
Certificate of Financial Analysis, Finance, General
Connor, Clark & Lunn Private Capital Ltd. May 2013 - July 2015
CI Investments Inc. September 2011 - April 2013
Ontario Medical Association May 2010 - August 2011
Skills
Financial Analysis, Team-oriented, DCF Valuation, Comparative Analysis, Wealth Management, French, Pitch packages, Management
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Waterloo 2007 — 2011
Honours BA, Psychology
Queen's University 2012 — 2012
Certificate of Financial Analysis, Finance, General
Ben Pidduck Ben Pidduck's CI Investments Inc. Experience May 2013 - August 2013
Job Strategy Analyst at Accenture
Industry Management Consulting
Experience
Accenture September 2014 - Present
CI Investments Inc. May 2013 - August 2013
Baxter Healthcare April 2012 - August 2012
IBM June 2011 - August 2011
IBM June 2010 - September 2010
Skills
PowerPoint, Research, Leadership, Fundraising, Microsoft Excel, Financial Modeling, Event Planning, Financial Analysis, Data Analysis, Marketing, Teamwork
Education
McGill University 2010 — 2014
BCom
Zurich International School 2008 — 2010
St. Andrew's College 2006 — 2008
Accenture September 2014 - Present
CI Investments Inc. May 2013 - August 2013
Baxter Healthcare April 2012 - August 2012
IBM June 2011 - August 2011
IBM June 2010 - September 2010
Skills
PowerPoint, Research, Leadership, Fundraising, Microsoft Excel, Financial Modeling, Event Planning, Financial Analysis, Data Analysis, Marketing, Teamwork
Education
McGill University 2010 — 2014
BCom
Zurich International School 2008 — 2010
St. Andrew's College 2006 — 2008
Jonathan Parra, M.Fin's CI Investments Inc. Experience October 2012 - September 2013
Job Hedge Fund Portfolio Business Analyst
Industry Financial Services
Experience
Harmonic Fund Services September 2013 - Present
CI Investments Inc. October 2012 - September 2013
Fogel Neale Partners LLC September 2011 - December 2011
FS Securities (QLD) February 2011 - August 2011
Ready to Work inc January 2007 - December 2010
Pratt & Whitney Canada September 2009 - December 2009
Skills
French (4/5), Spanish (5/5), Italian (3/5), Computing: Microsoft..., Bloomberg, Excel, SAP, Inventory Management, PowerPoint, Word, Financial Modeling, VBA, Financial Analysis, Risk Management, Microsoft Office, Research, Data Analysis, Teamwork, Budgeting, Portfolio Management, Analysis, Business Analysis, Forecasting, Equities, Valuation, Matlab, Market Research, Microsoft Excel, Financial Markets, Derivatives, Investment Banking, Business Strategy, Mutual Funds, Management, Equity Research
Education
Bond University 2011 — 2011
Master, Finance
Sherbrooke University 2010 — 2010
Graduated Diploma, Quantitative Analysis
Sherbrooke University 2010 — 2010
Graduate Diploma, Financial Markets
Sherbrooke University 2007 — 2010
BAA, Finance
Concordia University
Harmonic Fund Services September 2013 - Present
CI Investments Inc. October 2012 - September 2013
Fogel Neale Partners LLC September 2011 - December 2011
FS Securities (QLD) February 2011 - August 2011
Ready to Work inc January 2007 - December 2010
Pratt & Whitney Canada September 2009 - December 2009
Skills
French (4/5), Spanish (5/5), Italian (3/5), Computing: Microsoft..., Bloomberg, Excel, SAP, Inventory Management, PowerPoint, Word, Financial Modeling, VBA, Financial Analysis, Risk Management, Microsoft Office, Research, Data Analysis, Teamwork, Budgeting, Portfolio Management, Analysis, Business Analysis, Forecasting, Equities, Valuation, Matlab, Market Research, Microsoft Excel, Financial Markets, Derivatives, Investment Banking, Business Strategy, Mutual Funds, Management, Equity Research
Education
Bond University 2011 — 2011
Master, Finance
Sherbrooke University 2010 — 2010
Graduated Diploma, Quantitative Analysis
Sherbrooke University 2010 — 2010
Graduate Diploma, Financial Markets
Sherbrooke University 2007 — 2010
BAA, Finance
Concordia University
Jonathan Flegg's CI Investments Inc. Experience June 2013 - Present
Job Associate Vice President, CI Institutional Asset Management
Industry Financial Services
Experience
CI Institutional Asset Management April 2015 - Present
CI Investments Inc. June 2013 - Present
CI Investments Inc. August 2012 - May 2013
Publicis Groupe May 2011 - September 2011
Skills
Team Leadership, Leadership, Event Management, Time Management, Teamwork, Microsoft Excel
Education
Queen's University 2008 — 2012
CFA
Level 2 Candidate
CI Institutional Asset Management April 2015 - Present
CI Investments Inc. June 2013 - Present
CI Investments Inc. August 2012 - May 2013
Publicis Groupe May 2011 - September 2011
Skills
Team Leadership, Leadership, Event Management, Time Management, Teamwork, Microsoft Excel
Education
Queen's University 2008 — 2012
CFA
Level 2 Candidate
Joel Bycraft Joel Bycraft's CI Investments Inc. Experience August 2004 - May 2005
Job Solutions Architect
Industry Computer Software
Experience
Temenos January 2015 - Present
Temenos November 2013 - December 2014
Temenos December 2010 - October 2013
Self-Employed June 2005 - September 2009
CI Investments Inc. August 2004 - May 2005
Sun Life Financial April 2002 - August 2004
Manulife Financial April 2001 - December 2001
Skills
Software Development, Requirements Analysis, Investments, Business Analysis, Testing, Financial Services, Software Consulting, Data Modeling, Portfolio Optimization, Portfolio Management, Oracle SQL, SQL, UNIX Script, User Interface Design, Software Design, Data Integration, Interface Design..., Data Conversion, Data Analysis, Data Mapping, Financial Analysis, Simulation, Backtesting, Optimization, Process Optimization, Statistics, Statistical Arbitrage, Private Wealth..., Investment Products, Product Strategy, Product Management, Product Design, Linear Regression, Financial Reporting, Tax Reporting, Asset Allocation, Data Feeds, Market Data, Account Reconciliation, Java, Consulting
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2002
Bachelor of Arts (Hons.), Honors Business Administration
City University of New York City College 2010 — 2010
Non-Degree, Computer Science / Quant Finance
Temenos January 2015 - Present
Temenos November 2013 - December 2014
Temenos December 2010 - October 2013
Self-Employed June 2005 - September 2009
CI Investments Inc. August 2004 - May 2005
Sun Life Financial April 2002 - August 2004
Manulife Financial April 2001 - December 2001
Skills
Software Development, Requirements Analysis, Investments, Business Analysis, Testing, Financial Services, Software Consulting, Data Modeling, Portfolio Optimization, Portfolio Management, Oracle SQL, SQL, UNIX Script, User Interface Design, Software Design, Data Integration, Interface Design..., Data Conversion, Data Analysis, Data Mapping, Financial Analysis, Simulation, Backtesting, Optimization, Process Optimization, Statistics, Statistical Arbitrage, Private Wealth..., Investment Products, Product Strategy, Product Management, Product Design, Linear Regression, Financial Reporting, Tax Reporting, Asset Allocation, Data Feeds, Market Data, Account Reconciliation, Java, Consulting
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2002
Bachelor of Arts (Hons.), Honors Business Administration
City University of New York City College 2010 — 2010
Non-Degree, Computer Science / Quant Finance
Sherri Weber Sherri Weber's CI Investments Inc. Experience September 2014 - Present
Job Senior Graphic Designer at CI Investments Inc.
Industry Marketing and Advertising
Experience
CI Investments Inc. September 2014 - Present
Freelance January 2008 - Present
Endeavour Marketing October 2011 - April 2012
Bannerpen Inc. 2008 - October 2011
CI Investments Inc. May 2000 - December 2007
Skills
Graphic Design, Art Direction, Logo Design, Corporate Branding, Advertising, Packaging, Image Manipulation, Typography, Graphics, Branding & Identity, Corporate Identity, Photography, Art, Brand Development
Education
Fanshawe College 1991 — 1994
Diploma, Advertising Art
CI Investments Inc. September 2014 - Present
Freelance January 2008 - Present
Endeavour Marketing October 2011 - April 2012
Bannerpen Inc. 2008 - October 2011
CI Investments Inc. May 2000 - December 2007
Skills
Graphic Design, Art Direction, Logo Design, Corporate Branding, Advertising, Packaging, Image Manipulation, Typography, Graphics, Branding & Identity, Corporate Identity, Photography, Art, Brand Development
Education
Fanshawe College 1991 — 1994
Diploma, Advertising Art
Lindsay Trnkus Lindsay Trnkus's CI Investments Inc. Experience 2011 - 2013
Job Account Executive at Weber Shandwick
Industry Public Relations and Communications
Experience
Weber Shandwick November 2013 - December 2014
Weber Shandwick August 2013 - October 2013
Humber College January 2013 - April 2013
CI Investments Inc. 2011 - 2013
Western University April 2011 - November 2011
Western University October 2010 - January 2011
Skills
Event Management, Public Speaking, Social Media Outreach, Editing, Research, Advocacy, Youth Leadership, Public Relations, PowerPoint, Strategic Communications, Microsoft Word, Copywriting, Copy Editing, Graphic Design, Internal Communications, Digital Marketing, Leadership, Event Planning, Teamwork
Education
Humber College 2013 — 2013
Ontario Graduate Certificate, Public Relations
The University of Western Ontario 2007 — 2011
Bachelor of Arts (Honours), English
Weber Shandwick November 2013 - December 2014
Weber Shandwick August 2013 - October 2013
Humber College January 2013 - April 2013
CI Investments Inc. 2011 - 2013
Western University April 2011 - November 2011
Western University October 2010 - January 2011
Skills
Event Management, Public Speaking, Social Media Outreach, Editing, Research, Advocacy, Youth Leadership, Public Relations, PowerPoint, Strategic Communications, Microsoft Word, Copywriting, Copy Editing, Graphic Design, Internal Communications, Digital Marketing, Leadership, Event Planning, Teamwork
Education
Humber College 2013 — 2013
Ontario Graduate Certificate, Public Relations
The University of Western Ontario 2007 — 2011
Bachelor of Arts (Honours), English
Jeff Slemin Jeff Slemin's CI Investments Inc. Experience 2005 - 2010
Job Marketing Manager, Retirement Plan Services at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services July 2014 - Present
CIBC Wood Gundy March 2010 - July 2014
CI Investments Inc. 2005 - 2010
ING DIRECT Canada March 2003 - August 2005
Skills
Marketing Communications, Financial Services, Customer Service, Internal Communications, Corporate Communications, Strategy, Strategic Communications, Mutual Funds, Project Management, Relationship Management, Investments, Wealth Management, Portfolio Management, Communications Planning, ETFs, Market Research, Team Leadership, Management, Marketing
Education
Canadian Securities Institute
Canadian Investment Manager, Portfolio Management Techniques
Centennial College
Journalism
Ryerson University
John Hancock Financial Services July 2014 - Present
CIBC Wood Gundy March 2010 - July 2014
CI Investments Inc. 2005 - 2010
ING DIRECT Canada March 2003 - August 2005
Skills
Marketing Communications, Financial Services, Customer Service, Internal Communications, Corporate Communications, Strategy, Strategic Communications, Mutual Funds, Project Management, Relationship Management, Investments, Wealth Management, Portfolio Management, Communications Planning, ETFs, Market Research, Team Leadership, Management, Marketing
Education
Canadian Securities Institute
Canadian Investment Manager, Portfolio Management Techniques
Centennial College
Journalism
Ryerson University
Samuel Starion Anyanwu's CI Investments Inc. Experience May 2008 - September 2008
Job CEO, Starion Group Inc.
Industry Real Estate
Experience
Starion Group Inc. (Creating Sovereign Generational Wealth) January 2014 - Present
VISIONARIES (Young Professional Empowerment and Leadership Network) July 2012 - Present
Zolo Realty July 2013 - January 2015
Kingsdale Shareholder Services February 2013 - May 2013
CIBC January 2012 - July 2012
RBC Capital Markets January 2009 - January 2012
Toastmasters International January 2008 - December 2011
CI Investments Inc. May 2008 - September 2008
Skills
Investments, Team Building, Mergers, Real Estate Marketing, Real Estate Investment..., Creative Real Estate..., Mergers & Acquisitions, Real Estate, Leadership, Management, Training, Sales, CRM, Management Consulting, Condo Investing, Return on Investment..., Business Analysis, Business Intelligence, Project Planning, Strategy, Analysis, New Business Development, Investment Properties, Entrepreneurship, Selling, Due Diligence, Negotiation, Private Equity, Equities, Capital Markets, Budgets, Real Estate Development, Real Estate Transactions, SDLC, Process Improvement, Project Delivery, Business Strategy, Start-ups, Investor Relations, Business Requirements, Venture Capital, Business Process..., Asset Management
Education
York University 2010 — 2013
Finance, Finance, General
Topron Consulting 2013 — 2013
Business Analysis, Management Information Systems - Business Analysis
Ontario Real Estate College 2010 — 2011
Real Estate Sales, Real Estate Sales
Canadian Securities Institute 2009 — 2011
Certified Financial Planner/Certified Investment Manager, Investment Management
Humber College 2006 — 2009
Business Administration, Finance
Scrum Alliance 2015 — 2015
Certified ScrumMaster
Starion Group Inc. (Creating Sovereign Generational Wealth) January 2014 - Present
VISIONARIES (Young Professional Empowerment and Leadership Network) July 2012 - Present
Zolo Realty July 2013 - January 2015
Kingsdale Shareholder Services February 2013 - May 2013
CIBC January 2012 - July 2012
RBC Capital Markets January 2009 - January 2012
Toastmasters International January 2008 - December 2011
CI Investments Inc. May 2008 - September 2008
Skills
Investments, Team Building, Mergers, Real Estate Marketing, Real Estate Investment..., Creative Real Estate..., Mergers & Acquisitions, Real Estate, Leadership, Management, Training, Sales, CRM, Management Consulting, Condo Investing, Return on Investment..., Business Analysis, Business Intelligence, Project Planning, Strategy, Analysis, New Business Development, Investment Properties, Entrepreneurship, Selling, Due Diligence, Negotiation, Private Equity, Equities, Capital Markets, Budgets, Real Estate Development, Real Estate Transactions, SDLC, Process Improvement, Project Delivery, Business Strategy, Start-ups, Investor Relations, Business Requirements, Venture Capital, Business Process..., Asset Management
Education
York University 2010 — 2013
Finance, Finance, General
Topron Consulting 2013 — 2013
Business Analysis, Management Information Systems - Business Analysis
Ontario Real Estate College 2010 — 2011
Real Estate Sales, Real Estate Sales
Canadian Securities Institute 2009 — 2011
Certified Financial Planner/Certified Investment Manager, Investment Management
Humber College 2006 — 2009
Business Administration, Finance
Scrum Alliance 2015 — 2015
Certified ScrumMaster
Boya(Kelsey) Zhang Boya(Kelsey) Zhang's CI Investments Inc. Experience June 2011 - December 2012
Job Technology Analyst at CI Investments Inc.
Industry Information Technology and Services
Experience
CI Investments Inc. – Canada’s Investment Company October 2014 - Present
CI Investments Inc. – Canada’s Investment Company January 2014 - September 2014
CI Investments Inc. – Canada’s Investment Company January 2013 - December 2013
CI Investments Inc. June 2011 - December 2012
Gatherings Event Planning and Fundraising, Toronto, Ontario September 2010 - March 2011
Skills
SQL, Microsoft SQL Server, Active Directory, Windows Server, Java, JavaScript, HTML, Troubleshooting, Requirements Analysis, Oracle, Windows, Business Analysis
Education
George Brown College 2009 — 2011
Diploma, Computer Systems Technician
Ryerson University 2007 — 2009
CI Investments Inc. – Canada’s Investment Company October 2014 - Present
CI Investments Inc. – Canada’s Investment Company January 2014 - September 2014
CI Investments Inc. – Canada’s Investment Company January 2013 - December 2013
CI Investments Inc. June 2011 - December 2012
Gatherings Event Planning and Fundraising, Toronto, Ontario September 2010 - March 2011
Skills
SQL, Microsoft SQL Server, Active Directory, Windows Server, Java, JavaScript, HTML, Troubleshooting, Requirements Analysis, Oracle, Windows, Business Analysis
Education
George Brown College 2009 — 2011
Diploma, Computer Systems Technician
Ryerson University 2007 — 2009
Scott Hinkewich, CFA Scott Hinkewich, CFA's CI Investments Inc. Experience September 2013 - October 2013
Job Portfolio Trading Associate at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company November 2013 - Present
CI Investments Inc. September 2013 - October 2013
CI Investments Inc. April 2013 - August 2013
CI Investments Inc. June 2008 - March 2013
CI Investments Inc. December 2007 - June 2008
CI Investments Inc. March 2007 - December 2007
Education
McGill University 1999 — 2004
Bachelor of Commerce, Finance and Strategic Management, Distinguished CGPA
CI Investments Inc. – Canada’s Investment Company November 2013 - Present
CI Investments Inc. September 2013 - October 2013
CI Investments Inc. April 2013 - August 2013
CI Investments Inc. June 2008 - March 2013
CI Investments Inc. December 2007 - June 2008
CI Investments Inc. March 2007 - December 2007
Education
McGill University 1999 — 2004
Bachelor of Commerce, Finance and Strategic Management, Distinguished CGPA
Jay Taylor Jay Taylor's CI Investments Inc. Experience April 2011 - June 2014
Job Vice President, Sales, Atlantic Canada, NEI Investments
Industry Financial Services
Experience
NEI Investments June 2014 - Present
CI Investments Inc. April 2011 - June 2014
CI Investments Inc. September 2009 - March 2011
GFI Group April 2008 - October 2008
Skills
Investment Strategies, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Financial Advisory, Financial Services, Investment Advisory, Management, Portfolio Management, Retirement Planning, Trading, Securities, Retirement, Finance, Financial Planning
Education
Brock University 2004 — 2008
Undergraduate, Economics
George Brown College
Leaside Highschool
University of Toronto
NEI Investments June 2014 - Present
CI Investments Inc. April 2011 - June 2014
CI Investments Inc. September 2009 - March 2011
GFI Group April 2008 - October 2008
Skills
Investment Strategies, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Financial Advisory, Financial Services, Investment Advisory, Management, Portfolio Management, Retirement Planning, Trading, Securities, Retirement, Finance, Financial Planning
Education
Brock University 2004 — 2008
Undergraduate, Economics
George Brown College
Leaside Highschool
University of Toronto
Christopher Dashper Christopher Dashper's CI Investments Inc. Experience September 2003 - August 2005
Job Mortgage Broker at TMG The Mortgage Group Ontario Inc.
Industry Financial Services
Experience
TMG The Mortgage Group Ontario Inc. June 2014 - Present
Dominion Lending Centres 2009 - June 2014
Russell Investments August 2006 - August 2007
Assante Wealth Management September 2005 - August 2006
CI Investments Inc. September 2003 - August 2005
CAA South Central Ontario October 1997 - February 2002
Skills
Banking, Mortgage Lending, Loans
Education
Seneca College of Applied Arts and Technology 1999 — 2002
HRA and FSU, Human Resources and Financial Services Underwriting
Nipissing University
BCOMM, Finance and Financial Management Services
TMG The Mortgage Group Ontario Inc. June 2014 - Present
Dominion Lending Centres 2009 - June 2014
Russell Investments August 2006 - August 2007
Assante Wealth Management September 2005 - August 2006
CI Investments Inc. September 2003 - August 2005
CAA South Central Ontario October 1997 - February 2002
Skills
Banking, Mortgage Lending, Loans
Education
Seneca College of Applied Arts and Technology 1999 — 2002
HRA and FSU, Human Resources and Financial Services Underwriting
Nipissing University
BCOMM, Finance and Financial Management Services
Devendra Maharajh Devendra Maharajh's CI Investments Inc. Experience October 2010 - Present
Job Associate Vice President at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company September 2014 - Present
CI Investments Inc. October 2010 - Present
CI Investments Inc. – Canada’s Investment Company February 2010 - October 2010
CI Investments Inc. – Canada’s Investment Company July 2009 - February 2010
CI Investments Inc. – Canada’s Investment Company July 2008 - July 2009
Skills
Fixed Income, Investments, Mutual Funds, Investment Advisory, Wealth Management, Relationship Management, Building Relationships, Securities, Sales Presentations, Sales, Asset Management, Personal Finance, Asset Allocation, High Net Worth..., CRM, Financial Services, Investment Strategies
Education
Concordia University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Agincourt Collegiate Institute 1998 — 2003
CI Investments Inc. – Canada’s Investment Company September 2014 - Present
CI Investments Inc. October 2010 - Present
CI Investments Inc. – Canada’s Investment Company February 2010 - October 2010
CI Investments Inc. – Canada’s Investment Company July 2009 - February 2010
CI Investments Inc. – Canada’s Investment Company July 2008 - July 2009
Skills
Fixed Income, Investments, Mutual Funds, Investment Advisory, Wealth Management, Relationship Management, Building Relationships, Securities, Sales Presentations, Sales, Asset Management, Personal Finance, Asset Allocation, High Net Worth..., CRM, Financial Services, Investment Strategies
Education
Concordia University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Agincourt Collegiate Institute 1998 — 2003
Theresa Chan Theresa Chan's CI Investments Inc. Experience July 2009 - August 2009
Job Associate Business Law Group at Blake, Cassels & Graydon LLP
Industry Law Practice
Experience
Blake, Cassels & Graydon LLP September 2011 - Present
Blake, Cassels & Graydon LLP - Gulf Office October 2011 - April 2012
Blake, Cassels & Graydon LLP August 2010 - June 2011
CI Investments Inc. July 2009 - August 2009
Blake, Cassels & Graydon LLP May 2009 - August 2009
David Stein, Barrister & Solicitor May 2008 - September 2008
Skills
Legal Research, Legal Writing, Corporate Law
Education
University of Toronto 2007 — 2010
JD, Law
University of Amsterdam 2009 — 2009
Exchange, Law
Harvard University 2002 — 2006
BA, Biology
The Hotchkiss School 1999 — 2002
High School
Blake, Cassels & Graydon LLP September 2011 - Present
Blake, Cassels & Graydon LLP - Gulf Office October 2011 - April 2012
Blake, Cassels & Graydon LLP August 2010 - June 2011
CI Investments Inc. July 2009 - August 2009
Blake, Cassels & Graydon LLP May 2009 - August 2009
David Stein, Barrister & Solicitor May 2008 - September 2008
Skills
Legal Research, Legal Writing, Corporate Law
Education
University of Toronto 2007 — 2010
JD, Law
University of Amsterdam 2009 — 2009
Exchange, Law
Harvard University 2002 — 2006
BA, Biology
The Hotchkiss School 1999 — 2002
High School
Neelam Mistry Neelam Mistry's CI Investments Inc. Experience August 2007 - April 2012
Job Manager of Fund Accounting at Fidelity Investments
Industry Financial Services
Experience
CI Investments Inc. August 2007 - April 2012
Aegon Canada Inc. February 2006 - July 2007
RBC Dexia Investor Services March 2005 - January 2006
RBC Dexia Investor Services August 2004 - March 2005
RBC Dexia Investor Services July 2001 - July 2004
Skills
Project Management, Investments, Mutual Funds, Analysis, Process Improvement, Portfolio Management, Business Process..., Microsoft Excel, Accounting, Asset Allocation, Financial Services, Fund Accounting, Internal Controls, Leadership, Valuation
Education
Canadian Securities Institute 2007 — 2007
Canadian Securities Course, Investments and Securities
Investment Funds Institute of Canada 2006 — 2006
Canadian Investment Funds Course, Investments and Securities
George Brown College 2003 — 2005
Marketing Management Certificate, Marketing/Marketing Management, General
Ryerson University 1995 — 2000
Bachelor of Science (B.Sc.), Applied Chemistry and Biology
CI Investments Inc. August 2007 - April 2012
Aegon Canada Inc. February 2006 - July 2007
RBC Dexia Investor Services March 2005 - January 2006
RBC Dexia Investor Services August 2004 - March 2005
RBC Dexia Investor Services July 2001 - July 2004
Skills
Project Management, Investments, Mutual Funds, Analysis, Process Improvement, Portfolio Management, Business Process..., Microsoft Excel, Accounting, Asset Allocation, Financial Services, Fund Accounting, Internal Controls, Leadership, Valuation
Education
Canadian Securities Institute 2007 — 2007
Canadian Securities Course, Investments and Securities
Investment Funds Institute of Canada 2006 — 2006
Canadian Investment Funds Course, Investments and Securities
George Brown College 2003 — 2005
Marketing Management Certificate, Marketing/Marketing Management, General
Ryerson University 1995 — 2000
Bachelor of Science (B.Sc.), Applied Chemistry and Biology
Mark Pahwa's CI Investments Inc. Experience February 2013 - August 2014
Job Manager, Business Development at Excel Funds Management Inc.
Industry Investment Management
Experience
Excel Funds Management Inc. September 2014 - Present
CI Investments Inc. February 2013 - August 2014
Maven Investor February 2013 - September 2013
Mackenzie Investments December 2011 - September 2012
Guy Carpenter April 2010 - August 2010
Skills
Excel, Microsoft Office, Problem Solving, Business Analysis, Strategic Planning, Bilingual, Security Analysis, Fixed I, Fixed Income Products, Equity Research, Derivatives, Exotic Derivatives, Finance, Investments, Financial Analysis, Analysis, Mutual Funds, Research, Teamwork, Management
Education
Carleton University 2009 — 2010
MBA, Finance
Carleton University 2003 — 2007
B.Math, Mathematics
Excel Funds Management Inc. September 2014 - Present
CI Investments Inc. February 2013 - August 2014
Maven Investor February 2013 - September 2013
Mackenzie Investments December 2011 - September 2012
Guy Carpenter April 2010 - August 2010
Skills
Excel, Microsoft Office, Problem Solving, Business Analysis, Strategic Planning, Bilingual, Security Analysis, Fixed I, Fixed Income Products, Equity Research, Derivatives, Exotic Derivatives, Finance, Investments, Financial Analysis, Analysis, Mutual Funds, Research, Teamwork, Management
Education
Carleton University 2009 — 2010
MBA, Finance
Carleton University 2003 — 2007
B.Math, Mathematics
Caroline Sanson's CI Investments Inc. Experience May 2011 - December 2013
Job Bilingual Business Analyst, Client Reporting and Communications at CI Investments Inc. – Canada’s Investment Company
Industry Marketing and Advertising
Experience
CI Investments Inc. – Canada’s Investment Company January 2014 - Present
CI Investments Inc. May 2011 - December 2013
Volunteer January 2008 - May 2013
Roots September 2010 - April 2011
CBC/Radio-Canada August 2009 - April 2011
Excelcium Ltd. June 2008 - August 2008
McKenna Photography March 2008 - May 2008
Skills
Customer Service, Time Management, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Social Media Marketing, Leadership, Microsoft Word, Critical Thinking, Public Speaking, Social Networking, French, Analysis, Marketing, Project Management, Team Leadership, Market Research, Marketing Communications, Outlook, Editing, Data Analysis, Research, Social Media, Communication, Marketing Strategy, Digital Marketing, Business Analysis, Strategic Planning, Presentations, Business Strategy
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Major: Marketing Minor: Professional Communication
George Brown College 2013 — 2015
Professional Chocolatier Certificate, Baking and Pastry Arts
University of Toronto 2015 — 2015
Digital Marketing Certificate, Digital Marketing
CI Investments Inc. – Canada’s Investment Company January 2014 - Present
CI Investments Inc. May 2011 - December 2013
Volunteer January 2008 - May 2013
Roots September 2010 - April 2011
CBC/Radio-Canada August 2009 - April 2011
Excelcium Ltd. June 2008 - August 2008
McKenna Photography March 2008 - May 2008
Skills
Customer Service, Time Management, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Social Media Marketing, Leadership, Microsoft Word, Critical Thinking, Public Speaking, Social Networking, French, Analysis, Marketing, Project Management, Team Leadership, Market Research, Marketing Communications, Outlook, Editing, Data Analysis, Research, Social Media, Communication, Marketing Strategy, Digital Marketing, Business Analysis, Strategic Planning, Presentations, Business Strategy
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Major: Marketing Minor: Professional Communication
George Brown College 2013 — 2015
Professional Chocolatier Certificate, Baking and Pastry Arts
University of Toronto 2015 — 2015
Digital Marketing Certificate, Digital Marketing
Jason Capobianco Jason Capobianco's CI Investments Inc. Experience 2010 - Present
Job Vice President at CI Investments Inc.
Industry Investment Management
Experience
CI Investments Inc. 2010 - Present
Hartford Investments 2004 - January 2010
Fidelity Investments 2001 - 2004
Skills
Investments, Wealth Management, Mutual Funds, Investment Strategies, Strategic Financial..., Retirement Planning, Asset Management, Asset Managment, Securities, Asset Allocation, Campaign Management, Campaigns, Capital Markets, Equities, Finance, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Relationship Management, Wealth, Financial Planning, Retirement
Education
Carleton University 1993 — 1996
Westmount
CI Investments Inc. 2010 - Present
Hartford Investments 2004 - January 2010
Fidelity Investments 2001 - 2004
Skills
Investments, Wealth Management, Mutual Funds, Investment Strategies, Strategic Financial..., Retirement Planning, Asset Management, Asset Managment, Securities, Asset Allocation, Campaign Management, Campaigns, Capital Markets, Equities, Finance, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Relationship Management, Wealth, Financial Planning, Retirement
Education
Carleton University 1993 — 1996
Westmount
Bryn Skilbeck, MBA Bryn Skilbeck, MBA's CI Investments Inc. Experience June 2000 - February 2001
Job Corporate Development at H&R Block
Industry Retail
Experience
H&R Block July 2014 - Present
CIBC Asset Management June 2013 - July 2014
ONE Financial January 2013 - June 2013
BMO Financial Group May 2010 - April 2012
BMO Financial Group January 2009 - May 2010
Cisco Systems Canada August 2005 - April 2007
Guardian Group of Funds September 2003 - July 2005
GEOS Language Corporation July 2001 - July 2002
CI Investments Inc. June 2000 - February 2001
Skills
Big Picture Thinking, Building Relationships, Team Oriented, Analytical Abilities, Strategic Thinking, Customer Focus, Collaborative Problem..., Customer Oriented, Big-picture Thinking, Team-oriented, Customer Engagement, Wealth Management, Business Strategy, Financial Services, Customer Experience, Analytical Skills, Cross-functional Team..., CRM, Sales, Sales Presentations, Leadership, Mutual Funds, Relationship Management, Business Relationship..., Team Leadership, Business Process..., Social Networking, Marketing, Teamwork, Business Analysis, Banking, Investments, Risk Management, Business Development
Education
Queen's University 2007 — 2008
MBA
Bishop's University 1995 — 2000
BBA
H&R Block July 2014 - Present
CIBC Asset Management June 2013 - July 2014
ONE Financial January 2013 - June 2013
BMO Financial Group May 2010 - April 2012
BMO Financial Group January 2009 - May 2010
Cisco Systems Canada August 2005 - April 2007
Guardian Group of Funds September 2003 - July 2005
GEOS Language Corporation July 2001 - July 2002
CI Investments Inc. June 2000 - February 2001
Skills
Big Picture Thinking, Building Relationships, Team Oriented, Analytical Abilities, Strategic Thinking, Customer Focus, Collaborative Problem..., Customer Oriented, Big-picture Thinking, Team-oriented, Customer Engagement, Wealth Management, Business Strategy, Financial Services, Customer Experience, Analytical Skills, Cross-functional Team..., CRM, Sales, Sales Presentations, Leadership, Mutual Funds, Relationship Management, Business Relationship..., Team Leadership, Business Process..., Social Networking, Marketing, Teamwork, Business Analysis, Banking, Investments, Risk Management, Business Development
Education
Queen's University 2007 — 2008
MBA
Bishop's University 1995 — 2000
BBA
Charlotte Smallwood Charlotte Smallwood's CI Investments Inc. Experience June 2002 - August 2004
Job Program Manager at TD Mutual Funds
Industry Banking
Experience
TD Mutual Funds August 2011 - Present
TD Wealth Management September 2004 - July 2010
CI Investments Inc. June 2002 - August 2004
Skills
Portfolio Management, Relationship Management, Product Management, Mutual Funds, Investments, Wealth Management, Financial Services, Risk Management
Education
Dalhousie University 1997 — 2001
BComm
TD Mutual Funds August 2011 - Present
TD Wealth Management September 2004 - July 2010
CI Investments Inc. June 2002 - August 2004
Skills
Portfolio Management, Relationship Management, Product Management, Mutual Funds, Investments, Wealth Management, Financial Services, Risk Management
Education
Dalhousie University 1997 — 2001
BComm
Jared Spice, CFA Jared Spice, CFA's CI Investments Inc. Experience January 2010 - November 2011
Job Manager at BMO Harris Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking November 2013 - Present
Passing The CFA July 2012 - Present
Humber Global Opportunity Fund November 2011 - April 2012
CI Investments Inc. January 2010 - November 2011
CI Investments Inc. September 2002 - December 2009
CI Investments Inc. December 2000 - September 2002
Scotiabank May 1996 - July 2000
Skills
Equities, Bloomberg, Portfolio Management, Investments, Mutual Funds, Capital Markets, Financial Modeling, Equity Research, Securities, Analysis, Bonds, Trading, Asset Allocation, Wealth Management, Financial Analysis, Finance, Asset Management
Education
Brigham Young University 1991 — 1995
Bachelor, Music
School of Continuing Studies
BMO Harris Private Banking November 2013 - Present
Passing The CFA July 2012 - Present
Humber Global Opportunity Fund November 2011 - April 2012
CI Investments Inc. January 2010 - November 2011
CI Investments Inc. September 2002 - December 2009
CI Investments Inc. December 2000 - September 2002
Scotiabank May 1996 - July 2000
Skills
Equities, Bloomberg, Portfolio Management, Investments, Mutual Funds, Capital Markets, Financial Modeling, Equity Research, Securities, Analysis, Bonds, Trading, Asset Allocation, Wealth Management, Financial Analysis, Finance, Asset Management
Education
Brigham Young University 1991 — 1995
Bachelor, Music
School of Continuing Studies
Elias Tsiouris Elias Tsiouris's CI Investments Inc. Experience 2006 - 2007
Job Manager, Investment Operations at AIMCo
Industry Investment Management
Experience
AIMCo June 2014 - Present
Westpoint Capital September 2013 - May 2014
Alberta Investment Management Corporation (AIMCo) June 2010 - July 2013
Blackmont Capital November 2009 - May 2010
Blackmont Capital November 2007 - November 2009
CI Investments Inc. 2006 - 2007
Skills
Financial Modeling, Fixed Income, Equities, Derivatives, Strategy, Mutual Funds, Investments, Portfolio Management, Equity Research, Capital Markets, Securities, Alternative Investments, Bloomberg, Investment Strategies, Bonds, Asset Management
Education
McMaster University 2001 — 2005
Bachelor of Arts (BA)
AIMCo June 2014 - Present
Westpoint Capital September 2013 - May 2014
Alberta Investment Management Corporation (AIMCo) June 2010 - July 2013
Blackmont Capital November 2009 - May 2010
Blackmont Capital November 2007 - November 2009
CI Investments Inc. 2006 - 2007
Skills
Financial Modeling, Fixed Income, Equities, Derivatives, Strategy, Mutual Funds, Investments, Portfolio Management, Equity Research, Capital Markets, Securities, Alternative Investments, Bloomberg, Investment Strategies, Bonds, Asset Management
Education
McMaster University 2001 — 2005
Bachelor of Arts (BA)
Christina Bettencourt's CI Investments Inc. Experience October 2009 - Present
Job Senior Service Coordinator
Industry Financial Services
Experience
CI Investments Inc. October 2009 - Present
Skills
Mutual Funds, Wealth Management, Risk Management, Investments, Financial Analysis, Portfolio Management, Financial Services, Relationship Management, Finance, Insurance, Customer Service, Outlook, Teamwork, Communication Skills, Securities, Segregated Funds, Conversational French, PowerPoint, Business Communications, Research, Multi Tasking, Business Correspondence, Escalation Resolution, Regulatory Compliance, Microsoft Excel, Microsoft Word, Time Management
Education
Ryerson University 2011 — 2013
Proficiency in French Certificate, French
York University 1999 — 2003
Honors B.A., Economics
CI Investments Inc. October 2009 - Present
Skills
Mutual Funds, Wealth Management, Risk Management, Investments, Financial Analysis, Portfolio Management, Financial Services, Relationship Management, Finance, Insurance, Customer Service, Outlook, Teamwork, Communication Skills, Securities, Segregated Funds, Conversational French, PowerPoint, Business Communications, Research, Multi Tasking, Business Correspondence, Escalation Resolution, Regulatory Compliance, Microsoft Excel, Microsoft Word, Time Management
Education
Ryerson University 2011 — 2013
Proficiency in French Certificate, French
York University 1999 — 2003
Honors B.A., Economics
Christopher Hopper Christopher Hopper's CI Investments Inc. Experience May 2007 - Present
Job Director at Electrical Safety Authority
Industry Construction
Experience
Electrical Safety Authority September 2015 - Present
Holland Bloorview Kids Rehabilitation Hospital Foundation June 2014 - Present
Marret Asset Management Inc. November 2013 - Present
Holland-Bloorview Kids Rehabilitation Hospital June 2012 - Present
Complete Electrical Service, Inc. January 2012 - Present
KLQ Mechanical August 2007 - Present
CI Investments Inc. May 2007 - Present
VentureLink Funds December 2003 - Present
Sunny View Youth Involvement Foundation February 2010 - June 2014
Northern Home Services, Ltd. March 2002 - July 2007
Skills
Business Development, Mergers & Acquisitions, Strategy, Strategic Planning, Investments, Negotiation, Financial Analysis, Private Equity, Marketing Strategy, Leadership, Entrepreneurship, Business Strategy, Contract Negotiation, Mergers, New Business Development, Change Management, Sales Management, Public Speaking, Asset Managment, Governance
Education
University of Toronto 2008 — 2009
The University of Western Ontario - Richard Ivey School of Business 1993 — 1995
MBA
Université de Franche-Comté 1990 — 1991
Diploma, French
Dalhousie University 1986 — 1990
BA, Philosophy
Electrical Safety Authority September 2015 - Present
Holland Bloorview Kids Rehabilitation Hospital Foundation June 2014 - Present
Marret Asset Management Inc. November 2013 - Present
Holland-Bloorview Kids Rehabilitation Hospital June 2012 - Present
Complete Electrical Service, Inc. January 2012 - Present
KLQ Mechanical August 2007 - Present
CI Investments Inc. May 2007 - Present
VentureLink Funds December 2003 - Present
Sunny View Youth Involvement Foundation February 2010 - June 2014
Northern Home Services, Ltd. March 2002 - July 2007
Skills
Business Development, Mergers & Acquisitions, Strategy, Strategic Planning, Investments, Negotiation, Financial Analysis, Private Equity, Marketing Strategy, Leadership, Entrepreneurship, Business Strategy, Contract Negotiation, Mergers, New Business Development, Change Management, Sales Management, Public Speaking, Asset Managment, Governance
Education
University of Toronto 2008 — 2009
The University of Western Ontario - Richard Ivey School of Business 1993 — 1995
MBA
Université de Franche-Comté 1990 — 1991
Diploma, French
Dalhousie University 1986 — 1990
BA, Philosophy
Loren Philbert's CI Investments Inc. Experience July 2010 - Present
Job Manager, IT Advisor Services
Industry Financial Services
Experience
CI Investments Inc. July 2010 - Present
CI Investments Inc. January 2005 - July 2010
Assante /CI June 2002 - January 2005
Skills
Financial Services, Portfolio Management, Requirements Analysis, Risk Management, Requirements Gathering
Education
McMaster University
CI Investments Inc. July 2010 - Present
CI Investments Inc. January 2005 - July 2010
Assante /CI June 2002 - January 2005
Skills
Financial Services, Portfolio Management, Requirements Analysis, Risk Management, Requirements Gathering
Education
McMaster University
Darie Urbanky's CI Investments Inc. Experience 1996 - Present
Job VP, Investment and Wealth Management Services, IT
Industry Financial Services
Experience
CI Investments Inc. 1996 - Present
DST Canada 1993 - 1993
Skills
Strategic Planning, Wealth Management, Portfolio Optimization, Alternative Investments, Portfolio Management..., Trading Systems, Strategy Implementation, Technology Integration, Capital Markets, Equities, Investments, Portfolio Management, Risk Management, Project Portfolio..., Mutual Funds
Education
University of Toronto - Rotman School of Management 2010 — 2011
MBA, Business Administration
Queen's University
IT Management
University of Toronto
Computer Science
CI Investments Inc. 1996 - Present
DST Canada 1993 - 1993
Skills
Strategic Planning, Wealth Management, Portfolio Optimization, Alternative Investments, Portfolio Management..., Trading Systems, Strategy Implementation, Technology Integration, Capital Markets, Equities, Investments, Portfolio Management, Risk Management, Project Portfolio..., Mutual Funds
Education
University of Toronto - Rotman School of Management 2010 — 2011
MBA, Business Administration
Queen's University
IT Management
University of Toronto
Computer Science
Winston Robinson, CCP, NLP's CI Investments Inc. Experience December 2005 - June 2006
Job Regional VicePresident, Sales at AGF Management Limited
Industry Investment Management
Experience
AGF Management Limited December 2014 - Present
AGF Management Limited September 2012 - December 2014
AGF Management Limited October 2011 - September 2012
The Lions Circle Leadership Development Organization February 2007 - January 2012
CIBC Asset Management December 2007 - April 2011
Isagenix International Ltd. November 2008 - March 2011
Dundee Securities Corporation June 2006 - October 2007
CI Investments Inc. December 2005 - June 2006
DundeeWealth Inc July 2005 - December 2005
Investors Group Inc. March 2003 - July 2005
Education
St. Marguerite d'Youville
St. Marguerite d'Youville
Centennial College 2009 — 2011
Certification
Certified Coaches Federation 2010 — 2010
Certification
Peak Potentials Training 2006 — 2012
Landmark Education
George Brown College
AGF Management Limited December 2014 - Present
AGF Management Limited September 2012 - December 2014
AGF Management Limited October 2011 - September 2012
The Lions Circle Leadership Development Organization February 2007 - January 2012
CIBC Asset Management December 2007 - April 2011
Isagenix International Ltd. November 2008 - March 2011
Dundee Securities Corporation June 2006 - October 2007
CI Investments Inc. December 2005 - June 2006
DundeeWealth Inc July 2005 - December 2005
Investors Group Inc. March 2003 - July 2005
Education
St. Marguerite d'Youville
St. Marguerite d'Youville
Centennial College 2009 — 2011
Certification
Certified Coaches Federation 2010 — 2010
Certification
Peak Potentials Training 2006 — 2012
Landmark Education
George Brown College
Cristian Zamrii's CI Investments Inc. Experience February 2012 - December 2013
Job Investment & Wealth Management Professional
Industry Investment Management
Experience
TD January 2014 - Present
CI Investments Inc. February 2012 - December 2013
CI Investments Inc. February 2011 - February 2012
CI Investments Inc. September 2007 - February 2011
Dundee Wealth/ Dundee Securities 2006 - 2007
Dundee Wealth/ Dynamic Funds 2000 - 2006
Dundee Wealth/ Dynamic Funds 1998 - 2000
Ultinet Computers 1995 - 1998
Skills
Portfolio Management, Business Analysis, Trading, Risk Management, Trading Systems, Wealth Management, SDLC, Project Management, Financial Services, Equities, Investment Management, Capital Markets, Project Portfolio..., Fixed Income, Analysis, Business Requirements, Quality Assurance, Mutual Funds, Derivatives, Bloomberg, Alternative Investments, Investment Management..., Mergers & Acquisitions, IT Management, IT Strategy, Market Data, Corporate Finance, Asset Management, Securities, Banking, Financial Markets, Relationship Management, Investment Banking, Back Office, Hedge Funds, Strategic Financial..., Financial Risk, Program Management
Education
University of Toronto 2005 — 2009
Business Management Curriculum
University of Toronto 2005 — 2008
Certificate, Enterprise Risk Management - ERM
Global Risk Management Institute 2007 — 2007
Certificate, Risk Management - CRM
Nexient College 2005 — 2007
Certificate, Business Leadership
McMaster University 2000 — 2002
Advanced Certificate, Business Analysis
Canadian Securities Institute 2000 — 2000
Certificate, Canadian Securities Course - CSC
Investment Funds Institute of Canada 1999 — 1999
Certificate, Canadian Investment Funds - IFIC
University 'Politehnica' - Bucharest, Romania 1988 — 1993
B.Sc. Eng, major in Computer Equipment
TD January 2014 - Present
CI Investments Inc. February 2012 - December 2013
CI Investments Inc. February 2011 - February 2012
CI Investments Inc. September 2007 - February 2011
Dundee Wealth/ Dundee Securities 2006 - 2007
Dundee Wealth/ Dynamic Funds 2000 - 2006
Dundee Wealth/ Dynamic Funds 1998 - 2000
Ultinet Computers 1995 - 1998
Skills
Portfolio Management, Business Analysis, Trading, Risk Management, Trading Systems, Wealth Management, SDLC, Project Management, Financial Services, Equities, Investment Management, Capital Markets, Project Portfolio..., Fixed Income, Analysis, Business Requirements, Quality Assurance, Mutual Funds, Derivatives, Bloomberg, Alternative Investments, Investment Management..., Mergers & Acquisitions, IT Management, IT Strategy, Market Data, Corporate Finance, Asset Management, Securities, Banking, Financial Markets, Relationship Management, Investment Banking, Back Office, Hedge Funds, Strategic Financial..., Financial Risk, Program Management
Education
University of Toronto 2005 — 2009
Business Management Curriculum
University of Toronto 2005 — 2008
Certificate, Enterprise Risk Management - ERM
Global Risk Management Institute 2007 — 2007
Certificate, Risk Management - CRM
Nexient College 2005 — 2007
Certificate, Business Leadership
McMaster University 2000 — 2002
Advanced Certificate, Business Analysis
Canadian Securities Institute 2000 — 2000
Certificate, Canadian Securities Course - CSC
Investment Funds Institute of Canada 1999 — 1999
Certificate, Canadian Investment Funds - IFIC
University 'Politehnica' - Bucharest, Romania 1988 — 1993
B.Sc. Eng, major in Computer Equipment
Ryan Fathi's CI Investments Inc. Experience January 1999 - Present
Job Director, Network Infrastructure, Information Technology
Industry Financial Services
Experience
CI Investments Inc January 1999 - Present
Compugen January 1996 - January 1999
Education
Ryerson University 2008 — 2010
Master of Eng, Computer Networks
McMaster University
Bachelor of Engineering, Computer EngineeringHamilton, Ontario
CI Investments Inc January 1999 - Present
Compugen January 1996 - January 1999
Education
Ryerson University 2008 — 2010
Master of Eng, Computer Networks
McMaster University
Bachelor of Engineering, Computer EngineeringHamilton, Ontario
Stephanie Marsella Hatch, B.Math, PMP's CI Investments Inc. Experience September 2009 - September 2010
Job Project Manager at Longview Solutions
Industry Information Technology and Services
Experience
Longview Solutions March 2013 - Present
Amex September 2010 - March 2013
CI Investments Inc. September 2009 - September 2010
Symcor May 2007 - May 2009
Scotia Capital July 2002 - May 2007
Skills
PMP, SDLC, Project Delivery, Project Portfolio..., Vendor Management, PMO, MS Project, Project Management, Cross-functional Team..., IT Strategy, Business Analysis, SharePoint, Business Requirements, Project Planning, Analysis, Resource Management, Management, Leadership, Team Management, Project Coordination, Software Project..., Requirements Gathering, Data Center, Requirements Analysis, Microsoft Project
Education
University of Waterloo 1997 — 2002
B.Math, Matehmatics, Business, Computers
York University - Schulich School of Business 2006 — 2007
Project Management
Ryerson University
Project Management
Longview Solutions March 2013 - Present
Amex September 2010 - March 2013
CI Investments Inc. September 2009 - September 2010
Symcor May 2007 - May 2009
Scotia Capital July 2002 - May 2007
Skills
PMP, SDLC, Project Delivery, Project Portfolio..., Vendor Management, PMO, MS Project, Project Management, Cross-functional Team..., IT Strategy, Business Analysis, SharePoint, Business Requirements, Project Planning, Analysis, Resource Management, Management, Leadership, Team Management, Project Coordination, Software Project..., Requirements Gathering, Data Center, Requirements Analysis, Microsoft Project
Education
University of Waterloo 1997 — 2002
B.Math, Matehmatics, Business, Computers
York University - Schulich School of Business 2006 — 2007
Project Management
Ryerson University
Project Management
Doug Jamieson's CI Investments Inc. Experience March 1995 - May 2005
Job EVP Finance & CFO at CI Financial
Industry Investment Management
Experience
CI Financial May 2005 - Present
CI Investments Inc. March 1995 - May 2005
BDO Dunwoody May 1987 - January 1992
Skills
Financial Reporting, Strategic Financial..., Finance, Financial Analysis, Corporate Finance, Investor Relations, Mergers, Private Equity, Financial Modeling
Education
Ivey Business School at Western University 1992 — 1994
MBA, Finance
University of Waterloo 1986 — 1991
MAcc, Accounting
CI Financial May 2005 - Present
CI Investments Inc. March 1995 - May 2005
BDO Dunwoody May 1987 - January 1992
Skills
Financial Reporting, Strategic Financial..., Finance, Financial Analysis, Corporate Finance, Investor Relations, Mergers, Private Equity, Financial Modeling
Education
Ivey Business School at Western University 1992 — 1994
MBA, Finance
University of Waterloo 1986 — 1991
MAcc, Accounting
Jonathan Polcari's CI Investments Inc. Experience March 2013 - June 2015
Job Inside Sales CI Investments
Industry Financial Services
Experience
Great-West Life June 2015 - Present
CI Investments Inc. March 2013 - June 2015
Post Trading Montreal April 2009 - March 2013
Post Trading January 2009 - April 2009
Investors Group May 2008 - January 2009
Skills
Bloomberg Terminal, Proprietary Trading, Bonds, Futures, Options, Stocks, Trading, Equities, Fixed Income, Portfolio Management, Bloomberg, Capital Markets, Equity Derivatives, Investments, Derivatives, Mutual Funds, Financial Modeling, Equity Trading, Asset Managment, Financial Markets, Securities, Investment Strategies, Trading Systems, Technical Analysis, Electronic Trading, Financial Services, Alternative Investments, Trading Strategies
Education
Concordia University 2005 — 2008
BComm, Finance
Dawson College 2003 — 2005
DEC Pure and Applied Sciences, Pure and Applied Sciences
Great-West Life June 2015 - Present
CI Investments Inc. March 2013 - June 2015
Post Trading Montreal April 2009 - March 2013
Post Trading January 2009 - April 2009
Investors Group May 2008 - January 2009
Skills
Bloomberg Terminal, Proprietary Trading, Bonds, Futures, Options, Stocks, Trading, Equities, Fixed Income, Portfolio Management, Bloomberg, Capital Markets, Equity Derivatives, Investments, Derivatives, Mutual Funds, Financial Modeling, Equity Trading, Asset Managment, Financial Markets, Securities, Investment Strategies, Trading Systems, Technical Analysis, Electronic Trading, Financial Services, Alternative Investments, Trading Strategies
Education
Concordia University 2005 — 2008
BComm, Finance
Dawson College 2003 — 2005
DEC Pure and Applied Sciences, Pure and Applied Sciences
Heather Hird's CI Investments Inc. Experience January 2011 - December 2012
Job Manager, Risk & Compliance at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon August 2015 - Present
Assante Wealth Management July 2014 - August 2015
Assante Wealth Management November 2012 - June 2014
CI Investments Inc. January 2011 - December 2012
CI Investments Inc. January 2010 - December 2010
Canada Revenue Agency May 2009 - December 2009
Skills
Business Analysis, Banking, Risk Management, Financial Analysis, Analysis, Requirements Gathering, Financial Modeling, Fixed Income, Microsoft Office, Project Planning, Microsoft Excel, Project Management
Education
Conduct and Practices Handbook (CPH) 2014 — 2014
Canadian Securities Course (CSC) 2009 — 2009
George Brown College 2009 — 2009
Post-Grad, Marketing Management for the Financial Services
McMaster University 2003 — 2007
BA, Sociology
International Association of Privacy Professionals (IAPP)
Privacy
CIBC Mellon August 2015 - Present
Assante Wealth Management July 2014 - August 2015
Assante Wealth Management November 2012 - June 2014
CI Investments Inc. January 2011 - December 2012
CI Investments Inc. January 2010 - December 2010
Canada Revenue Agency May 2009 - December 2009
Skills
Business Analysis, Banking, Risk Management, Financial Analysis, Analysis, Requirements Gathering, Financial Modeling, Fixed Income, Microsoft Office, Project Planning, Microsoft Excel, Project Management
Education
Conduct and Practices Handbook (CPH) 2014 — 2014
Canadian Securities Course (CSC) 2009 — 2009
George Brown College 2009 — 2009
Post-Grad, Marketing Management for the Financial Services
McMaster University 2003 — 2007
BA, Sociology
International Association of Privacy Professionals (IAPP)
Privacy
Perry Kekropidis's CI Investments Inc. Experience April 2011 - May 2015
Job Regional Director National Bank Investments
Industry Financial Services
Experience
National Bank Investments May 2015 - Present
CI Investments Inc. April 2011 - May 2015
TD Bank Group March 2008 - April 2011
CIBC February 2005 - March 2008
Skills
Mutual Funds, Portfolio Management, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Financial Services, Fixed Income, Financial Planning
Education
Ryerson University
B.Comm., Finance, International Business
National Bank Investments May 2015 - Present
CI Investments Inc. April 2011 - May 2015
TD Bank Group March 2008 - April 2011
CIBC February 2005 - March 2008
Skills
Mutual Funds, Portfolio Management, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Financial Services, Fixed Income, Financial Planning
Education
Ryerson University
B.Comm., Finance, International Business
Elsa Tortella,'s CI Investments Inc. Experience January 2006 - January 2007
Job Black Box A Music Company
Industry Marketing and Advertising
Experience
Black Box - A Music Company April 2014 - Present
BMO Nesbitt Burns November 2009 - November 2012
BMO Nesbitt Burns January 2007 - November 2009
CI Investments Inc. January 2006 - January 2007
Skills
Investment Advisory, Wealth Management, Insurance Planning, Investment Strategies, ETFs, Financial Planners, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Management, Mutual Funds, Alternative Investments, Wealth, Investments, Investment Management, Retirement Planning, Financial Advisory, Financial Planning, Management
Education
Concordia University
Black Box - A Music Company April 2014 - Present
BMO Nesbitt Burns November 2009 - November 2012
BMO Nesbitt Burns January 2007 - November 2009
CI Investments Inc. January 2006 - January 2007
Skills
Investment Advisory, Wealth Management, Insurance Planning, Investment Strategies, ETFs, Financial Planners, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Management, Mutual Funds, Alternative Investments, Wealth, Investments, Investment Management, Retirement Planning, Financial Advisory, Financial Planning, Management
Education
Concordia University
Adam Rafelman's CI Investments Inc. Experience September 2011 - March 2014
Job Business Development Manager
Industry Investment Management
Experience
NEI Investments March 2014 - Present
CI Investments Inc. September 2011 - March 2014
RBC Dominion Securities September 2010 - December 2010
Barometer Capital Management January 2009 - April 2009
Billie Bear Lodge June 2008 - August 2008
Vector Marketing April 2008 - June 2008
Lawry Nisker CA April 2006 - May 2006
Skills
-Canadian Securities..., Business Development, Investments, Management, Marketing, Portfolio Management, Sales, Relationship Management, Customer Service, Financial Modeling, Microsoft Office, Microsoft Excel
Education
Dalhousie University 2008 — 2011
Commerce, Finance
NEI Investments March 2014 - Present
CI Investments Inc. September 2011 - March 2014
RBC Dominion Securities September 2010 - December 2010
Barometer Capital Management January 2009 - April 2009
Billie Bear Lodge June 2008 - August 2008
Vector Marketing April 2008 - June 2008
Lawry Nisker CA April 2006 - May 2006
Skills
-Canadian Securities..., Business Development, Investments, Management, Marketing, Portfolio Management, Sales, Relationship Management, Customer Service, Financial Modeling, Microsoft Office, Microsoft Excel
Education
Dalhousie University 2008 — 2011
Commerce, Finance
Stephanie Traer-Amaral's CI Investments Inc. Experience July 2005 - November 2008
Job Conference Director at Lancaster House Publishing
Industry Publishing
Experience
Lancaster House Publishing September 2014 - Present
Lancaster House Publishing September 2010 - September 2014
Rogers Communications Inc. June 2009 - September 2010
Deloitte January 2009 - March 2009
CI Investments Inc. July 2005 - November 2008
Konica Minolta October 2004 - July 2005
Resort Holiday Group of Companies January 2004 - September 2004
Skills
Conferences, Event Planning, Budgets, Management, Marketing, Negotiation, Public Speaking, Sponsorship, Trade Shows, Marketing Communications, Program Management, Sales, Social Media Marketing, Marketing Strategy, Recruiting, Event Management, Advertising, Email Marketing, Online Advertising, Corporate Events, Online Marketing, Editing, Marketing Management, Meeting Planning, Strategic Planning, Food, Contract Negotiation, Live Events, Hotels
Education
Humber College 2014 — 2014
Event Management Certificate
George Brown College 2005 — 2007
Culinary Management Diploma, Culinary
Ryerson University 2004 — 2005
Business Management
Lancaster House Publishing September 2014 - Present
Lancaster House Publishing September 2010 - September 2014
Rogers Communications Inc. June 2009 - September 2010
Deloitte January 2009 - March 2009
CI Investments Inc. July 2005 - November 2008
Konica Minolta October 2004 - July 2005
Resort Holiday Group of Companies January 2004 - September 2004
Skills
Conferences, Event Planning, Budgets, Management, Marketing, Negotiation, Public Speaking, Sponsorship, Trade Shows, Marketing Communications, Program Management, Sales, Social Media Marketing, Marketing Strategy, Recruiting, Event Management, Advertising, Email Marketing, Online Advertising, Corporate Events, Online Marketing, Editing, Marketing Management, Meeting Planning, Strategic Planning, Food, Contract Negotiation, Live Events, Hotels
Education
Humber College 2014 — 2014
Event Management Certificate
George Brown College 2005 — 2007
Culinary Management Diploma, Culinary
Ryerson University 2004 — 2005
Business Management
Saradha Shukla's CI Investments Inc. Experience 2004 - 2010
Job Senior Business Systems Consultant at CIBC
Industry Information Technology and Services
Experience
CIBC June 2014 - Present
Verax Inc 2010 - 2014
CI Investments Inc. 2004 - 2010
Bill junction payments Ltd, subsidary of ICICI BANK 2002 - 2004
Gujarat Gas Company Limited (BG Group) 1994 - 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Business Process
Education
Gujarat University 1990 — 1993
Bachelor of Commerce, Advanced Accounting and Auditing
CSI
Canadian Securities Course, Securities Industry and Market
PMI
fundamentals to Project Management, Project Management
CSI
IFIC, Investment Funds of Canada
CSSL
ERP-Oracle Application, Informationa and Technology
PSBB
CIBC June 2014 - Present
Verax Inc 2010 - 2014
CI Investments Inc. 2004 - 2010
Bill junction payments Ltd, subsidary of ICICI BANK 2002 - 2004
Gujarat Gas Company Limited (BG Group) 1994 - 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Business Process
Education
Gujarat University 1990 — 1993
Bachelor of Commerce, Advanced Accounting and Auditing
CSI
Canadian Securities Course, Securities Industry and Market
PMI
fundamentals to Project Management, Project Management
CSI
IFIC, Investment Funds of Canada
CSSL
ERP-Oracle Application, Informationa and Technology
PSBB
Jayson French's CI Investments Inc. Experience October 2000 - May 2003
Job Account Executive, Retail Investment Distribution at Empire Life
Industry Financial Services
Experience
Empire Life October 2011 - Present
BMO Guardian Funds May 2008 - March 2011
AIM Trimark Investments May 2006 - May 2008
AIM Trimark Investments October 2005 - May 2006
AIM Trimark Investments May 2003 - October 2005
CI Investments Inc. October 2000 - May 2003
Skills
Investments, Insurance, Estate Planning, Investment Strategies, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Mutual Funds, Asset Management, Financial Services, Financial Advisory, Sales
Education
The University of Alabama School of Law 1997 — 2000
Juris Doctor (JD), Law
Queen's University 1993 — 1997
Bachelor of Arts (Honours), History
Empire Life October 2011 - Present
BMO Guardian Funds May 2008 - March 2011
AIM Trimark Investments May 2006 - May 2008
AIM Trimark Investments October 2005 - May 2006
AIM Trimark Investments May 2003 - October 2005
CI Investments Inc. October 2000 - May 2003
Skills
Investments, Insurance, Estate Planning, Investment Strategies, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Mutual Funds, Asset Management, Financial Services, Financial Advisory, Sales
Education
The University of Alabama School of Law 1997 — 2000
Juris Doctor (JD), Law
Queen's University 1993 — 1997
Bachelor of Arts (Honours), History
Monica Sirbu's CI Investments Inc. Experience February 2015 - Present
Job IT Project Manager at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. February 2015 - Present
CI Investments Inc. May 2010 - February 2015
CI Investments Inc. 2005 - November 2011
CI Mutual Funds Inc., Toronto 2002 - 2005
Spectrum Investments Management Ltd., Toronto 2001 - 2002
Botanical Garden "Anastasie Fatu" Iasi 1993 - 2001
Skills
Requirements Analysis, Testing
Education
Ryerson University 2009 — 2014
Project Management
Universitatea Tehnică „Gh. Asachi” din Iași 1987 — 1992
Masters of Science, Electrical Engineering
CI Investments Inc. February 2015 - Present
CI Investments Inc. May 2010 - February 2015
CI Investments Inc. 2005 - November 2011
CI Mutual Funds Inc., Toronto 2002 - 2005
Spectrum Investments Management Ltd., Toronto 2001 - 2002
Botanical Garden "Anastasie Fatu" Iasi 1993 - 2001
Skills
Requirements Analysis, Testing
Education
Ryerson University 2009 — 2014
Project Management
Universitatea Tehnică „Gh. Asachi” din Iași 1987 — 1992
Masters of Science, Electrical Engineering
Bolun Yang's CI Investments Inc. Experience September 2012 - December 2012
Job M.S. Candidate in Analytics at the Institute for Advanced Analytics at North Carolina State University
Industry Financial Services
Experience
Mother Parkers Tea & Coffee April 2014 - June 2015
CI Investments Inc. September 2012 - December 2012
Scotiabank Global Banking and Markets September 2011 - December 2011
Unilever December 2010 - May 2011
Pepsi Beverages Company 2010 - 2010
Skills
VBA, Valuation, Financial Analysis, Financial Modeling, Microsoft Excel, Statistics, Matlab, R, Bloomberg, Programming, Finance
Education
North Carolina State University 2015 — 2016
Master of Science In Analytics
University of Waterloo 2008 — 2013
Bachelor of Mathematics, Statistics and Computer Science, 10.43/12
Wilfrid Laurier University 2008 — 2013
Bachelor of Business Administration (BBA), Finance, 10.43/12
Mother Parkers Tea & Coffee April 2014 - June 2015
CI Investments Inc. September 2012 - December 2012
Scotiabank Global Banking and Markets September 2011 - December 2011
Unilever December 2010 - May 2011
Pepsi Beverages Company 2010 - 2010
Skills
VBA, Valuation, Financial Analysis, Financial Modeling, Microsoft Excel, Statistics, Matlab, R, Bloomberg, Programming, Finance
Education
North Carolina State University 2015 — 2016
Master of Science In Analytics
University of Waterloo 2008 — 2013
Bachelor of Mathematics, Statistics and Computer Science, 10.43/12
Wilfrid Laurier University 2008 — 2013
Bachelor of Business Administration (BBA), Finance, 10.43/12
William Krewdel's CI Investments Inc. Experience November 2000 - October 2003
Job Sr. Business Analyst, Project Planning & Execution, CIBC Asset Management
Industry Information Technology and Services
Experience
CIBC Asset Management March 2015 - Present
CIBC Asset Management July 2010 - March 2015
RPM Technologies October 2003 - March 2005
CI Investments Inc. November 2000 - October 2003
IFDS August 1998 - November 2000
Skills
Portfolio Management, Business Analysis, Relationship Management, Change Management, Process Improvement, Management, Project Delivery
Education
Sheridan College 2010 — 2010
Business Analysis
CDI College 1999 — 2000
MCSE, Microsoft system administration
Canadian Securities Institute 1993 — 1994
CSC, CIM, Investments
McMaster University 1987 — 1991
B.A., Economics
CIBC Asset Management March 2015 - Present
CIBC Asset Management July 2010 - March 2015
RPM Technologies October 2003 - March 2005
CI Investments Inc. November 2000 - October 2003
IFDS August 1998 - November 2000
Skills
Portfolio Management, Business Analysis, Relationship Management, Change Management, Process Improvement, Management, Project Delivery
Education
Sheridan College 2010 — 2010
Business Analysis
CDI College 1999 — 2000
MCSE, Microsoft system administration
Canadian Securities Institute 1993 — 1994
CSC, CIM, Investments
McMaster University 1987 — 1991
B.A., Economics
Michael Zurawski's CI Investments Inc. Experience August 2012 - January 2014
Job Business Analyst at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company October 2014 - Present
CI Investments Inc. – Canada’s Investment Company January 2014 - October 2014
CI Investments Inc. August 2012 - January 2014
McGill University January 2009 - June 2009
Radialpoint May 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Investments, Mutual Funds
Education
CFA Institute
CFA Candidate
McGill University 2005 — 2010
Bachelor of Engineering (B.Eng.), Electrical Engineering, Minor: Biomedical Engineering
CI Investments Inc. – Canada’s Investment Company October 2014 - Present
CI Investments Inc. – Canada’s Investment Company January 2014 - October 2014
CI Investments Inc. August 2012 - January 2014
McGill University January 2009 - June 2009
Radialpoint May 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Investments, Mutual Funds
Education
CFA Institute
CFA Candidate
McGill University 2005 — 2010
Bachelor of Engineering (B.Eng.), Electrical Engineering, Minor: Biomedical Engineering
Antonia D. Petropoulos's CI Investments Inc. Experience January 2000 - July 2013
Job Financial Services & Health Professional
Industry Financial Services
Experience
International Financial Data Services Canada October 2013 - May 2014
CI Investments Inc. January 2000 - July 2013
CI Ivestments 2000 - 2005
RBC DOMINION SECURITIES 1998 - 1999
National Bank TRUST February 1996 - June 1996
Skills
Mutual Funds, Financial Planning, Investments, Segregated Funds, Excel, Microsoft Office, Word, Outlook, Financial Reporting, Microsoft Excel, Microsoft Word, Customer Service, Account Management, Deadline Oriented, Interpersonal Skill, Communication Skills, Technical Skillset, Team-oriented, Adaptable to Changes, Employee Training, Technical Training, Teacher Training, Lesson Planning, Creative Arts, Dance Education, Elementary Education, Music Education, Event Management
Education
Ryerson University
Human Resources, Finance and Human Resources
Centennial College
Financial Services, Finance
CHRISTOU GREEK SCHOOL
International Financial Data Services Canada October 2013 - May 2014
CI Investments Inc. January 2000 - July 2013
CI Ivestments 2000 - 2005
RBC DOMINION SECURITIES 1998 - 1999
National Bank TRUST February 1996 - June 1996
Skills
Mutual Funds, Financial Planning, Investments, Segregated Funds, Excel, Microsoft Office, Word, Outlook, Financial Reporting, Microsoft Excel, Microsoft Word, Customer Service, Account Management, Deadline Oriented, Interpersonal Skill, Communication Skills, Technical Skillset, Team-oriented, Adaptable to Changes, Employee Training, Technical Training, Teacher Training, Lesson Planning, Creative Arts, Dance Education, Elementary Education, Music Education, Event Management
Education
Ryerson University
Human Resources, Finance and Human Resources
Centennial College
Financial Services, Finance
CHRISTOU GREEK SCHOOL
Julien Dumoulin's CI Investments Inc. Experience December 2012 - May 2015
Job Bilingual Sales Support Representative at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company May 2015 - Present
CI Investments Inc. December 2012 - May 2015
Emile Maurin April 2011 - September 2012
Decathlon Internacional March 2010 - August 2010
Cefem July 2008 - January 2009
Skills
AS400 system, Team Management, International Project..., Supply Chain Management, Intercultural..., Global Sourcing, Microsoft Office, Fast Paced Environment, Automotive, Purchasing, French, International Sales, Procurement, Just-in-Time supply, Customer Service, Management
Education
University of Arizona, Eller College of Management 2007 — 2008
Master of Business Administration (MBA)
Université Jean Moulin (Lyon III) 2006 — 2008
Master of International Management, International Business, B
Université du Havre 2005 — 2006
Bachelor's degree, International Relations and Affairs, A
CI Investments Inc. – Canada’s Investment Company May 2015 - Present
CI Investments Inc. December 2012 - May 2015
Emile Maurin April 2011 - September 2012
Decathlon Internacional March 2010 - August 2010
Cefem July 2008 - January 2009
Skills
AS400 system, Team Management, International Project..., Supply Chain Management, Intercultural..., Global Sourcing, Microsoft Office, Fast Paced Environment, Automotive, Purchasing, French, International Sales, Procurement, Just-in-Time supply, Customer Service, Management
Education
University of Arizona, Eller College of Management 2007 — 2008
Master of Business Administration (MBA)
Université Jean Moulin (Lyon III) 2006 — 2008
Master of International Management, International Business, B
Université du Havre 2005 — 2006
Bachelor's degree, International Relations and Affairs, A
Ufry Alfonso's CI Investments Inc. Experience 2008 - Present
Job QA Analyst II at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. 2008 - Present
Aon Consulting 2006 - 2008
Citigroup 2006 - 2006
University of Toronto 2003 - 2005
Department für Geographie, Ludwig-Maximilians-Universität (LMU) München 2002 - 2003
Skills
Testing, Test Planning, Test Automation, Software Quality..., QTP, SDLC, Regression Testing, Test Cases, SQL, Quality Assurance, Oracle, Databases, Visual Basic, VBScript, Unified Functional...
Education
IIBS Inc. 2011 — 2011
Continuing Education, QTP Advance Automation Testing
HiTech Institute 2005 — 2005
Continuing Education, : Software Testing and Quality Assurance
Saint Petersburg State Polytechnical University 2001 — 2002
Continuing Education, Computer Science
Saint Petersburg State University 1981 — 1987
Master, Mathematics and Physics
CI Investments Inc. 2008 - Present
Aon Consulting 2006 - 2008
Citigroup 2006 - 2006
University of Toronto 2003 - 2005
Department für Geographie, Ludwig-Maximilians-Universität (LMU) München 2002 - 2003
Skills
Testing, Test Planning, Test Automation, Software Quality..., QTP, SDLC, Regression Testing, Test Cases, SQL, Quality Assurance, Oracle, Databases, Visual Basic, VBScript, Unified Functional...
Education
IIBS Inc. 2011 — 2011
Continuing Education, QTP Advance Automation Testing
HiTech Institute 2005 — 2005
Continuing Education, : Software Testing and Quality Assurance
Saint Petersburg State Polytechnical University 2001 — 2002
Continuing Education, Computer Science
Saint Petersburg State University 1981 — 1987
Master, Mathematics and Physics
Lucas Sawatzky's CI Investments Inc. Experience July 2013 - June 2014
Job Inside Wholesaler at CI Investments Inc. – Canada’s Investment Company
Industry Investment Management
Experience
CI Investments Inc. – Canada’s Investment Company June 2014 - Present
CI Investments Inc. July 2013 - June 2014
The College of Physicians and Surgeons of British Columbia June 2012 - August 2012
Polygon Homes Ltd. May 2011 - August 2011
Cargill Ltd May 2010 - June 2010
Skills
Social Media, Sales, Customer Service, Team Leadership, Teamwork, Microsoft Office, Microsoft Word, Leadership, Customer Satisfaction, PowerPoint, Mutual Funds, Customer Management, Market Research, Time Management
Education
McGill University 2009 — 2013
Political Science, History, Marketing
St. Thomas More Collegiate High School 2004 — 2009
CI Investments Inc. – Canada’s Investment Company June 2014 - Present
CI Investments Inc. July 2013 - June 2014
The College of Physicians and Surgeons of British Columbia June 2012 - August 2012
Polygon Homes Ltd. May 2011 - August 2011
Cargill Ltd May 2010 - June 2010
Skills
Social Media, Sales, Customer Service, Team Leadership, Teamwork, Microsoft Office, Microsoft Word, Leadership, Customer Satisfaction, PowerPoint, Mutual Funds, Customer Management, Market Research, Time Management
Education
McGill University 2009 — 2013
Political Science, History, Marketing
St. Thomas More Collegiate High School 2004 — 2009
Louis Philippe Proulx's CI Investments Inc. Experience July 2008 - March 2015
Job Associate regional VicePresident at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management March 2015 - Present
CI Investments Inc. July 2008 - March 2015
CI Investments Inc. – Canada’s Investment Company May 2005 - July 2008
Sony Canada 2002 - 2005
Skills
Mutual Funds, CFP (Currently working..., Retirement Planning, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Portfolio Management, Investment Advisory, Investments, Equities, Strategic Financial..., Securities, Wealth, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Wealth Management..., Financial Advisory, Relationship Management, Financial Services, Estate Planning, Investment Management, Bonds, Retirement, Financial Planners
Education
Université du Québec - Ecole de Technologie supérieure
Mechanical Engineering
Assante Wealth Management March 2015 - Present
CI Investments Inc. July 2008 - March 2015
CI Investments Inc. – Canada’s Investment Company May 2005 - July 2008
Sony Canada 2002 - 2005
Skills
Mutual Funds, CFP (Currently working..., Retirement Planning, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Portfolio Management, Investment Advisory, Investments, Equities, Strategic Financial..., Securities, Wealth, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Wealth Management..., Financial Advisory, Relationship Management, Financial Services, Estate Planning, Investment Management, Bonds, Retirement, Financial Planners
Education
Université du Québec - Ecole de Technologie supérieure
Mechanical Engineering
Dennis Bosnyak's CI Investments Inc. Experience January 2012 - Present
Job Sr. Technology Analyst at CI Investments Inc.
Industry Information Technology and Services
Experience
CI Investments Inc. January 2012 - Present
CI Investments Inc. April 2006 - January 2012
CI Investments Inc March 2004 - April 2006
CI Investments Inc. December 2002 - March 2004
CI Investments Inc August 2001 - December 2002
CI Investments Inc. April 1997 - December 2002
CI Investments Inc April 2000 - August 2001
CI Investments Inc. September 1995 - April 2000
CI Investments Inc. July 1994 - September 1995
Skills
Cisco Call Manager, Telecommunications, CCNA, NICE, Nortel Meridian, Problem Solving, CMS, Requirements Analysis, Vendor Relations, Customer Service, Microsoft Office, Cisco Technologies, Hardware, Team Leadership, Active Directory, VMware Infrastructure, Blackberry Enterprise..., Microsoft SQL Server, Virtualization, IT Management, Blackberry, Call Center, Servers, CRM, Windows Server, Disaster Recovery, Technical Support, Management, Network Administration, IT Service Management, Operating Systems, Routing, Call Centers, VMware
Education
Career Academy 2012 — 2012
Certificate, CCNA and CCNA Voice
Global Knowledge 2011 — 2011
Certificate, Administering Cisco Unified Communications
Southern Alberta Institute of Technology 2008 — 2008
Certificate, Database Configuration and Management for Nortel Meridian Systems
Sheridan College 1984 — 1986
Diploma, Business Administration & Accounting Program
CI Investments Inc. January 2012 - Present
CI Investments Inc. April 2006 - January 2012
CI Investments Inc March 2004 - April 2006
CI Investments Inc. December 2002 - March 2004
CI Investments Inc August 2001 - December 2002
CI Investments Inc. April 1997 - December 2002
CI Investments Inc April 2000 - August 2001
CI Investments Inc. September 1995 - April 2000
CI Investments Inc. July 1994 - September 1995
Skills
Cisco Call Manager, Telecommunications, CCNA, NICE, Nortel Meridian, Problem Solving, CMS, Requirements Analysis, Vendor Relations, Customer Service, Microsoft Office, Cisco Technologies, Hardware, Team Leadership, Active Directory, VMware Infrastructure, Blackberry Enterprise..., Microsoft SQL Server, Virtualization, IT Management, Blackberry, Call Center, Servers, CRM, Windows Server, Disaster Recovery, Technical Support, Management, Network Administration, IT Service Management, Operating Systems, Routing, Call Centers, VMware
Education
Career Academy 2012 — 2012
Certificate, CCNA and CCNA Voice
Global Knowledge 2011 — 2011
Certificate, Administering Cisco Unified Communications
Southern Alberta Institute of Technology 2008 — 2008
Certificate, Database Configuration and Management for Nortel Meridian Systems
Sheridan College 1984 — 1986
Diploma, Business Administration & Accounting Program
Aaron Kristopher Carballo's CI Investments Inc. Experience October 2013 - Present
Job Internet Marketing Coordinator at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. October 2013 - Present
CI Investments Inc. October 2010 - October 2013
CI Investments Inc. August 2008 - October 2010
CI Investments Inc. November 2006 - August 2008
Skills
Canadian Securities..., Instructional Design..., Writing Skills for..., Information Mapping, Technical Writing, Dreamweaver, FS Pro, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, PowerPoint, Mutual Funds, Coaching, Investments, Wealth Management, Customer Service, Data Analysis, Management, Business Analysis
Education
Ryerson University 2013 — 2015
Strategic Marketing, Strategic Marketing Certificate Program, Cumulative GPA 3.87
University of Toronto 2002 — 2006
Bachelor of Business Administration
PJPII 1997 — 2002
CI Investments Inc. October 2013 - Present
CI Investments Inc. October 2010 - October 2013
CI Investments Inc. August 2008 - October 2010
CI Investments Inc. November 2006 - August 2008
Skills
Canadian Securities..., Instructional Design..., Writing Skills for..., Information Mapping, Technical Writing, Dreamweaver, FS Pro, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, PowerPoint, Mutual Funds, Coaching, Investments, Wealth Management, Customer Service, Data Analysis, Management, Business Analysis
Education
Ryerson University 2013 — 2015
Strategic Marketing, Strategic Marketing Certificate Program, Cumulative GPA 3.87
University of Toronto 2002 — 2006
Bachelor of Business Administration
PJPII 1997 — 2002
Ioana Maglasiu's CI Investments Inc. Experience July 2005 - November 2009
Job Team Leader, Plan Benefits at Johnson Inc.
Industry Insurance
Experience
Johnson Inc. April 2010 - Present
CI Investments Inc. July 2005 - November 2009
Skills
Insurance, Performance Management, Coaching, General Insurance, Property & Casualty..., Claims Management, Liability, Risk Management, Health Insurance, Employee Benefits, Customer Service
Education
Concordia University 2002 — 2005
BA, International Studies
Vanier College 1999 — 2002
International Relations and Affairs
Johnson Inc. April 2010 - Present
CI Investments Inc. July 2005 - November 2009
Skills
Insurance, Performance Management, Coaching, General Insurance, Property & Casualty..., Claims Management, Liability, Risk Management, Health Insurance, Employee Benefits, Customer Service
Education
Concordia University 2002 — 2005
BA, International Studies
Vanier College 1999 — 2002
International Relations and Affairs
Alexandra Melo (Mulkewytch)'s CI Investments Inc. Experience September 2008 - June 2009
Job Analyst
Industry Real Estate
Experience
Timbercreek Asset Management May 2012 - Present
Deloitte Canada September 2011 - May 2012
Wakeside Consulting May 2010 - August 2011
Cushman & Wakefield January 2010 - August 2010
CI Investments Inc. September 2008 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation
Education
Dalhousie University 2009 — 2011
Masters of Business Administration
McMaster University 2004 — 2008
Honours Bachelor of Commerce
Timbercreek Asset Management May 2012 - Present
Deloitte Canada September 2011 - May 2012
Wakeside Consulting May 2010 - August 2011
Cushman & Wakefield January 2010 - August 2010
CI Investments Inc. September 2008 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation
Education
Dalhousie University 2009 — 2011
Masters of Business Administration
McMaster University 2004 — 2008
Honours Bachelor of Commerce
Benny Yow's CI Investments Inc. Experience March 1994 - April 2011
Job Investment Management Professional
Industry Investment Management
Experience
CI Investments Inc. March 1994 - April 2011
AIM Trimark Investments January 1993 - April 1993
Education
Centennial College 1985 — 1989
Programmer/Analyst, Business Administration
CI Investments Inc. March 1994 - April 2011
AIM Trimark Investments January 1993 - April 1993
Education
Centennial College 1985 — 1989
Programmer/Analyst, Business Administration
Diana Derzaj's CI Investments Inc. Experience January 2012 - Present
Job Senior Manager, Product Development and Management at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. January 2012 - Present
CI Investments Inc. August 2005 - December 2011
CI Investments Inc. December 2000 - August 2005
CI Investments Inc. April 1999 - December 2000
Skills
Securities, ETFs, Investment Strategies, Capital Markets, Asset Managment, Financial Services, Mutual Funds, Wealth Management, Investments, Investment Advisory, Strategic Financial..., Asset Management, Bloomberg, Retirement Planning, Investment Management, Valuation, Asset Allocation, Financial Markets, Equity Research
Education
Brock University
Bachelor of Arts
CI Investments Inc. January 2012 - Present
CI Investments Inc. August 2005 - December 2011
CI Investments Inc. December 2000 - August 2005
CI Investments Inc. April 1999 - December 2000
Skills
Securities, ETFs, Investment Strategies, Capital Markets, Asset Managment, Financial Services, Mutual Funds, Wealth Management, Investments, Investment Advisory, Strategic Financial..., Asset Management, Bloomberg, Retirement Planning, Investment Management, Valuation, Asset Allocation, Financial Markets, Equity Research
Education
Brock University
Bachelor of Arts
Garnet Callender, CFA's CI Investments Inc. Experience February 2000 - April 2001
Job Senior Analyst at CGI
Industry Financial Services
Experience
CGI January 2012 - Present
RBC Dexia Investor Services January 2011 - January 2012
RBC Dexia Investor Services April 2007 - January 2011
RBC Dexia Investor Services October 2004 - April 2007
RBC Dexia Investor Services April 2001 - October 2004
CI Investments Inc. February 2000 - April 2001
Skills
Credit Derivatives, Interest Rate..., Business Analysis, Business Process..., Fixed Income, Option Valuation, Derivatives, Alternative Investments, Swaps, Fincad, Corporate Actions, Hedge Funds, Portfolio Management, Valuation, Financial Markets, Asset Management, Mutual Funds, Fund Administration, FX Options, Bloomberg, Trading Systems, Middle Office, Equities, Wealth Management, Financial Modeling, Trading, Financial Analysis, Market Risk, Back Office, Options, Requirements Gathering, Investment Strategies, Financial Services, VBA, Capital Markets, ETFs, Securities, Financial Risk, Finance, Banking, Bonds, Fund Accounting, Structured Products, Credit Risk, Commodity, Investments, Market Data, Risk Management, Fund Of Funds, Bloomberg Terminal
Education
Brock University 1995 — 1998
BBE, Economics, Finance
CFA Institute
Canadian Securities Institute
Derivative Fundamentals Course
CGI January 2012 - Present
RBC Dexia Investor Services January 2011 - January 2012
RBC Dexia Investor Services April 2007 - January 2011
RBC Dexia Investor Services October 2004 - April 2007
RBC Dexia Investor Services April 2001 - October 2004
CI Investments Inc. February 2000 - April 2001
Skills
Credit Derivatives, Interest Rate..., Business Analysis, Business Process..., Fixed Income, Option Valuation, Derivatives, Alternative Investments, Swaps, Fincad, Corporate Actions, Hedge Funds, Portfolio Management, Valuation, Financial Markets, Asset Management, Mutual Funds, Fund Administration, FX Options, Bloomberg, Trading Systems, Middle Office, Equities, Wealth Management, Financial Modeling, Trading, Financial Analysis, Market Risk, Back Office, Options, Requirements Gathering, Investment Strategies, Financial Services, VBA, Capital Markets, ETFs, Securities, Financial Risk, Finance, Banking, Bonds, Fund Accounting, Structured Products, Credit Risk, Commodity, Investments, Market Data, Risk Management, Fund Of Funds, Bloomberg Terminal
Education
Brock University 1995 — 1998
BBE, Economics, Finance
CFA Institute
Canadian Securities Institute
Derivative Fundamentals Course
Rolando Cruz's CI Investments Inc. Experience November 2008 - March 2012
Job Sr. Technology Specialist at TELUS
Industry Telecommunications
Experience
TELUS April 2012 - Present
CI Investments Inc. November 2008 - March 2012
CI Investments Inc. 2005 - 2008
CI Investments Inc. 2003 - 2005
CI Investments Inc. 2001 - 2003
Skills
Virtualization, Blackberry Enterprise..., VMware Infrastructure, Network Administration, VMware, Disaster Recovery, IT Service Management, VDI, Networking, VMware View, Windows Server, Servers, vSphere, Active Directory, VMware ESX
Education
VMWare Education Services 2011 — 2011
VMWare Certified Associate 4 - Desktop
Ryerson University 2006 — 2007
Network Administration, Information Technology
Ryerson University 1996 — 2000
BComm, Finance
TELUS April 2012 - Present
CI Investments Inc. November 2008 - March 2012
CI Investments Inc. 2005 - 2008
CI Investments Inc. 2003 - 2005
CI Investments Inc. 2001 - 2003
Skills
Virtualization, Blackberry Enterprise..., VMware Infrastructure, Network Administration, VMware, Disaster Recovery, IT Service Management, VDI, Networking, VMware View, Windows Server, Servers, vSphere, Active Directory, VMware ESX
Education
VMWare Education Services 2011 — 2011
VMWare Certified Associate 4 - Desktop
Ryerson University 2006 — 2007
Network Administration, Information Technology
Ryerson University 1996 — 2000
BComm, Finance
Daniel Yager's CI Investments Inc. Experience November 2005 - Present
Job TRUST ACCOUNTING at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. November 2005 - Present
UNITED FINANCIAL November 2004 - July 2005
CI Investments Inc. July 1999 - June 2004
NORTHERN GETAWAY May 1998 - July 1999
ROOTS CANADA June 1997 - April 1998
Rexdale Alliance Church January 1989 - January 1993
Education
Carleton University 1994 — 1997
BA, History, English
CI Investments Inc. November 2005 - Present
UNITED FINANCIAL November 2004 - July 2005
CI Investments Inc. July 1999 - June 2004
NORTHERN GETAWAY May 1998 - July 1999
ROOTS CANADA June 1997 - April 1998
Rexdale Alliance Church January 1989 - January 1993
Education
Carleton University 1994 — 1997
BA, History, English
Leah Graham's CI Investments Inc. Experience April 2007 - January 2015
Job Event coordinator, meeting planner, conference coordinator
Industry Events Services
Experience
Southlake Regional Health Centre Foundation January 2015 - Present
CI Investments Inc. April 2007 - January 2015
Electro-Federation Canada April 2002 - April 2007
Skills
Event Management, Marketing, Event Planning, Marketing Strategy, Sales
Education
Humber College 2001 — 2002
Public Relations Diploma
Wilfrid Laurier University 1998 — 2001
Bachelor of Arts, Communications
Southlake Regional Health Centre Foundation January 2015 - Present
CI Investments Inc. April 2007 - January 2015
Electro-Federation Canada April 2002 - April 2007
Skills
Event Management, Marketing, Event Planning, Marketing Strategy, Sales
Education
Humber College 2001 — 2002
Public Relations Diploma
Wilfrid Laurier University 1998 — 2001
Bachelor of Arts, Communications
Sean Panchal's CI Investments Inc. Experience January 2013 - March 2014
Job Team Leader at CI Investments Inc. – Canada’s Investment Company
Industry Investment Banking
Experience
CI Investments Inc. – Canada’s Investment Company March 2014 - Present
CI Investments Inc. January 2013 - March 2014
Royal Bank of Canada November 2008 - December 2012
Sheridan College August 2010 - February 2012
CIty of Mississauga September 2008 - January 2009
Skills
Financial Planning, Financial Analysis, Strategic Planning, Conflict Resolution, Financial Coaching, Account Management, Personnel Development, Sales, Team Leadership, Strategic Financial..., Personal Development, Analysis, Customer Service, Leadership
Education
McMaster University 2007 — 2008
Bachelor of Arts (B.A.), Political Science and Government
McMaster University 2002 — 2007
Bachelor of Arts (B.A.), Geography
CI Investments Inc. – Canada’s Investment Company March 2014 - Present
CI Investments Inc. January 2013 - March 2014
Royal Bank of Canada November 2008 - December 2012
Sheridan College August 2010 - February 2012
CIty of Mississauga September 2008 - January 2009
Skills
Financial Planning, Financial Analysis, Strategic Planning, Conflict Resolution, Financial Coaching, Account Management, Personnel Development, Sales, Team Leadership, Strategic Financial..., Personal Development, Analysis, Customer Service, Leadership
Education
McMaster University 2007 — 2008
Bachelor of Arts (B.A.), Political Science and Government
McMaster University 2002 — 2007
Bachelor of Arts (B.A.), Geography
Philip Do's CI Investments Inc. Experience June 2007 - December 2007
Job
Industry Medical Devices
Experience
Loblaw Companies Limited December 2013 - Present
Good Soup Productions (Contract) January 2005 - September 2011
Airship Solutions / Firwin June 2008 - February 2010
Boytoys Hobby June 2002 - June 2008
CI Investments Inc. June 2007 - December 2007
Skills
Sales, Microsoft Word, Microsoft Excel, Photoshop, Lightroom, Presentations, Technical Support, Photography, Opticians, Marketing Communications
Education
NAIT 2011 — 2012
Registered Optician, Opticianry/Ophthalmic Dispensing Optician
Ryerson International Education Centre 2011 — 2012
Certificate, Digital Photography
Sheridan College Institute of Technology 2002 — 2006
Business Administrative (Marketing)
Centennial College 1999 — 2001
Mechanical Engineering
Loblaw Companies Limited December 2013 - Present
Good Soup Productions (Contract) January 2005 - September 2011
Airship Solutions / Firwin June 2008 - February 2010
Boytoys Hobby June 2002 - June 2008
CI Investments Inc. June 2007 - December 2007
Skills
Sales, Microsoft Word, Microsoft Excel, Photoshop, Lightroom, Presentations, Technical Support, Photography, Opticians, Marketing Communications
Education
NAIT 2011 — 2012
Registered Optician, Opticianry/Ophthalmic Dispensing Optician
Ryerson International Education Centre 2011 — 2012
Certificate, Digital Photography
Sheridan College Institute of Technology 2002 — 2006
Business Administrative (Marketing)
Centennial College 1999 — 2001
Mechanical Engineering
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management