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
Micha H. Choi, CFA Micha H. Choi, CFA's CI Investments Inc. Experience April 2009 - February 2011
Job Associate, Private Client Group at Burgundy Asset Management
Industry Financial Services
Experience
Burgundy Asset Management March 2011 - Present
CI Investments Inc. April 2009 - February 2011
CI Investments May 2007 - April 2009
Skills
Investment Strategies, Investments, Mutual Funds, Equities, Financial Analysis, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Wealth Management, Securities, Investment Management, Asset Allocation, Valuation
Education
The University of British Columbia 2001 — 2006
Bachelor of Arts (BA), Economics
Burgundy Asset Management March 2011 - Present
CI Investments Inc. April 2009 - February 2011
CI Investments May 2007 - April 2009
Skills
Investment Strategies, Investments, Mutual Funds, Equities, Financial Analysis, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Wealth Management, Securities, Investment Management, Asset Allocation, Valuation
Education
The University of British Columbia 2001 — 2006
Bachelor of Arts (BA), Economics
Asha Panchal, CHRP Asha Panchal, CHRP's CI Investments Inc. Experience May 2011 - September 2013
Job Employment Services Assistant at Toronto Transit Commission (TTC)
Industry Financial Services
Experience
Toronto Transit Commission (TTC) June 2015 - Present
First Capital Realty September 2013 - Present
CI Investments Inc. May 2011 - September 2013
ELTE August 2010 - February 2012
Nike April 2009 - August 2010
Skills
Retail, Management, HRIS, Performance Management, Employee Relations, Sales, Customer Service, Recruiting, Onboarding, Coaching, Access, Human Resources, Benefits Administration, Time & Attendance, Payroll, Administration, Training, Employee Benefits, Interviews
Education
Sheridan College 2010 — 2011
Post - Graduate Diploma, Human Resources Management
Wilfrid Laurier University 2004 — 2008
Bachelor of Arts, Sociology and Communication Studies
Toronto Transit Commission (TTC) June 2015 - Present
First Capital Realty September 2013 - Present
CI Investments Inc. May 2011 - September 2013
ELTE August 2010 - February 2012
Nike April 2009 - August 2010
Skills
Retail, Management, HRIS, Performance Management, Employee Relations, Sales, Customer Service, Recruiting, Onboarding, Coaching, Access, Human Resources, Benefits Administration, Time & Attendance, Payroll, Administration, Training, Employee Benefits, Interviews
Education
Sheridan College 2010 — 2011
Post - Graduate Diploma, Human Resources Management
Wilfrid Laurier University 2004 — 2008
Bachelor of Arts, Sociology and Communication Studies
Vanessa Mancuso Vanessa Mancuso's CI Investments Inc. Experience July 2011 - Present
Job Graphic Designer at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. July 2011 - Present
PAJ Canada March 2007 - July 2011
CI Investments Inc. January 2011 - February 2011
Skills
Typesetting, Time Management, InDesign, Mac/PC proficient, Photoshop, Typography, Illustrator, Adobe Acrobat, Microsoft Word, PowerPoint, QuarkXPress, Adobe Creative Suite, Corporate Identity
Education
Seneca College of Applied Arts and Technology 2008 — 2011
Advanced Diploma, Graphic Design
CI Investments Inc. July 2011 - Present
PAJ Canada March 2007 - July 2011
CI Investments Inc. January 2011 - February 2011
Skills
Typesetting, Time Management, InDesign, Mac/PC proficient, Photoshop, Typography, Illustrator, Adobe Acrobat, Microsoft Word, PowerPoint, QuarkXPress, Adobe Creative Suite, Corporate Identity
Education
Seneca College of Applied Arts and Technology 2008 — 2011
Advanced Diploma, Graphic Design
Sean Flinn Sean Flinn's CI Investments Inc. Experience May 2008 - August 2008
Job Scotiabank Global Banking and Markets
Industry Capital Markets
Experience
Scotiabank Global Banking and Markets September 2012 - Present
Scotiabank Global Banking and Markets December 2011 - September 2012
Gemdax May 2010 - July 2011
HYC - Herentals Hockey Club September 2009 - June 2010
St. Francis Xavier University May 2009 - September 2009
CI Investments Inc. May 2008 - August 2008
Education
St. Francis Xavier University 2005 — 2009
Honours, First Class, Finance
Scotiabank Global Banking and Markets September 2012 - Present
Scotiabank Global Banking and Markets December 2011 - September 2012
Gemdax May 2010 - July 2011
HYC - Herentals Hockey Club September 2009 - June 2010
St. Francis Xavier University May 2009 - September 2009
CI Investments Inc. May 2008 - August 2008
Education
St. Francis Xavier University 2005 — 2009
Honours, First Class, Finance
Amin Eduardo Fernandez Amin Eduardo Fernandez's CI Investments Inc. Experience May 2011 - September 2014
Job Vice President at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company April 2015 - Present
CI Investments Inc. – Canada’s Investment Company July 2008 - Present
CI Investments Inc. – Canada’s Investment Company September 2014 - April 2015
CI Investments Inc. May 2011 - September 2014
CI Investments Inc. June 2010 - May 2011
CI Investments Inc. July 2008 - June 2010
Skills
Mutual Funds, Financial Analysis, Wealth Management, Investment Advisory, Equities, Asset Management, Tax Efficiency, Sales, Relationship Management, Financial Advisory, Investment Strategies, Investments, Asset Allocation, Portfolio Management, Fixed Income, Financial Services, Retirement Planning, Securities
Education
Wilfrid Laurier University 2012 — 2015
Master of Business Administration (MBA), Finance
Ryerson University 2003 — 2008
B.Comm, Economics and Management Science
CI Investments Inc. – Canada’s Investment Company April 2015 - Present
CI Investments Inc. – Canada’s Investment Company July 2008 - Present
CI Investments Inc. – Canada’s Investment Company September 2014 - April 2015
CI Investments Inc. May 2011 - September 2014
CI Investments Inc. June 2010 - May 2011
CI Investments Inc. July 2008 - June 2010
Skills
Mutual Funds, Financial Analysis, Wealth Management, Investment Advisory, Equities, Asset Management, Tax Efficiency, Sales, Relationship Management, Financial Advisory, Investment Strategies, Investments, Asset Allocation, Portfolio Management, Fixed Income, Financial Services, Retirement Planning, Securities
Education
Wilfrid Laurier University 2012 — 2015
Master of Business Administration (MBA), Finance
Ryerson University 2003 — 2008
B.Comm, Economics and Management Science
Cole Wyatt Cole Wyatt's CI Investments Inc. Experience September 2000 - March 2004
Job Director, Qtrade Support Centre
Industry Financial Services
Experience
Qtrade Financial Group October 2008 - Present
Assante Wealth Management March 2004 - October 2008
CI Investments Inc. September 2000 - March 2004
Skills
Customer Service, Team Leadership, Change Management, Problem Solving, Long-term Customer..., Operations Management, Process Improvement, Coaching, Relationship Management, Management, Business Analysis, Risk Management, Investments, Asset Managment, Mutual Funds, Financial Services, Wealth Management..., Banking, Asset Management, Leadership, Wealth Management, Securities, Call Centers, Insurance, Retirement, Wealth, Financial Analysis, Portfolio Management, Strategic Financial..., Business Strategy, Retirement Planning, Investment Advisory, Financial Planners, Financial Advisory, Estate Planning, Financial Modeling, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Finance, Analysis, Equities, Credit, Bonds, Loans, Options, ETFs, Financial Planning, Fixed Annuities
Education
Sheridan College 1995 — 1997
Diploma, Finance, General
Qtrade Financial Group October 2008 - Present
Assante Wealth Management March 2004 - October 2008
CI Investments Inc. September 2000 - March 2004
Skills
Customer Service, Team Leadership, Change Management, Problem Solving, Long-term Customer..., Operations Management, Process Improvement, Coaching, Relationship Management, Management, Business Analysis, Risk Management, Investments, Asset Managment, Mutual Funds, Financial Services, Wealth Management..., Banking, Asset Management, Leadership, Wealth Management, Securities, Call Centers, Insurance, Retirement, Wealth, Financial Analysis, Portfolio Management, Strategic Financial..., Business Strategy, Retirement Planning, Investment Advisory, Financial Planners, Financial Advisory, Estate Planning, Financial Modeling, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Finance, Analysis, Equities, Credit, Bonds, Loans, Options, ETFs, Financial Planning, Fixed Annuities
Education
Sheridan College 1995 — 1997
Diploma, Finance, General
Towill Doug Towill Doug's CI Investments Inc. Experience May 2006 - Present
Job Senior VP Strategic Business Development at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. May 2006 - Present
Invesco Trimark January 1998 - February 2006
Skills
Strategic Financial..., Investments, Wealth Management, Asset Management, Equities, Financial Services, Investment Strategies, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Asset Allocation, Financial Advisory, Retirement
Education
The University of British Columbia 1980 — 1982
MBA, Marketing/Strategy
University of Toronto 1977 — 1980
BComm, Finance/Strategy
CI Investments Inc. May 2006 - Present
Invesco Trimark January 1998 - February 2006
Skills
Strategic Financial..., Investments, Wealth Management, Asset Management, Equities, Financial Services, Investment Strategies, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Asset Allocation, Financial Advisory, Retirement
Education
The University of British Columbia 1980 — 1982
MBA, Marketing/Strategy
University of Toronto 1977 — 1980
BComm, Finance/Strategy
David Vigilanti David Vigilanti's CI Investments Inc. Experience 1999 - 2012
Job District Vice President at Canoe Financial
Industry Financial Services
Experience
CI Investments Inc. 1999 - 2012
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Investment Strategies, Strategic Financial..., Asset Allocation, Asset Managment, Retirement, Portfolio Management, Securities, High Net Worth..., Alternative Investments, Financial Services, Financial Advisory, Insurance, Asset Management, Finance, Estate Planning, ETFs, Financial Planners, Equities, Investment Management, Fixed Income, Wealth, Wealth Management..., Relationship Management, Bonds, Fixed Annuities, Pensions, Hedge Funds, Financial Planning, Investments, Risk Management, Life Insurance
Education
Ryerson University 1996 — 1999
Bachelor of Applied Arts
De La Salle College 1989 — 1993
CI Investments Inc. 1999 - 2012
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Investment Strategies, Strategic Financial..., Asset Allocation, Asset Managment, Retirement, Portfolio Management, Securities, High Net Worth..., Alternative Investments, Financial Services, Financial Advisory, Insurance, Asset Management, Finance, Estate Planning, ETFs, Financial Planners, Equities, Investment Management, Fixed Income, Wealth, Wealth Management..., Relationship Management, Bonds, Fixed Annuities, Pensions, Hedge Funds, Financial Planning, Investments, Risk Management, Life Insurance
Education
Ryerson University 1996 — 1999
Bachelor of Applied Arts
De La Salle College 1989 — 1993
Erin Hendrikx Erin Hendrikx's CI Investments Inc. Experience April 2012 - May 2013
Job Vice President at Dalgetta Farms Inc.
Industry Farming
Experience
Dalgetta Farms Inc. January 2013 - Present
CI Investments Inc. April 2012 - May 2013
CI Investments Inc. March 2012 - April 2012
Skills
InDesign, Illustrator, Graphic Design, Adobe Acrobat, Adobe Creative Suite, Photoshop, Photography, Corporate Identity, Graphics, Art Direction, Typography, Corporate Branding, Layout, Logo Design, Posters
Education
Seneca College of Applied Arts and Technology 2009 — 2012
Ontario College Advanced Diploma with Honours, Graphic Design
The University of Western Ontario 2008 — 2008
Computer Science
Dalgetta Farms Inc. January 2013 - Present
CI Investments Inc. April 2012 - May 2013
CI Investments Inc. March 2012 - April 2012
Skills
InDesign, Illustrator, Graphic Design, Adobe Acrobat, Adobe Creative Suite, Photoshop, Photography, Corporate Identity, Graphics, Art Direction, Typography, Corporate Branding, Layout, Logo Design, Posters
Education
Seneca College of Applied Arts and Technology 2009 — 2012
Ontario College Advanced Diploma with Honours, Graphic Design
The University of Western Ontario 2008 — 2008
Computer Science
Ardavan Ghoddousi Ardavan Ghoddousi's CI Investments Inc. Experience May 2008 - Present
Job Network Architect at CI Investments Inc.
Industry Information Technology and Services
Experience
CI Investments Inc. May 2008 - Present
Ryerson University September 2006 - May 2008
ParsunCO. April 2001 - September 2005
Education
Ryerson University 2006 — 2007
MEng, Computer Networks
CI Investments Inc. May 2008 - Present
Ryerson University September 2006 - May 2008
ParsunCO. April 2001 - September 2005
Education
Ryerson University 2006 — 2007
MEng, Computer Networks
Calin Timis Calin Timis's CI Investments Inc. Experience February 1998 - March 2002
Job IT Consultant
Industry Financial Services
Experience
CI Investments March 2004 - Present
TD Bank July 2003 - February 2004
CIBC April 2002 - April 2003
CI Investments Inc. February 1998 - March 2002
Rogers Communications August 1997 - December 1997
Bank of Nova Scotia November 1995 - August 1997
APG Consulting 1995 - 1997
Trapeze Software Inc March 1994 - October 1995
Skills
Unix, AIX, Solaris, Unix Shell Scripting, Linux, Databases, SQL, Scripting, Java, System Administration, C/C++, Software Development, Operating Systems, Oracle, Perl, Integration, Microsoft SQL Server, Sybase, Shell Scripting, XML, Ksh, Enterprise Architecture, SDLC, Performance Tuning, Weblogic, Database Design, UML, Data Modeling, Requirements Analysis, Websphere, Data Warehousing, Agile Methodologies, SOA, Solution Architecture, Java Enterprise Edition, ITIL, Web Services, ETL, JBoss Application Server, Software Design, .NET, Disaster Recovery, Requirements Gathering, IBM AIX
Education
B. Sc., Computer Science
Liceul Emil Racovita - Cluj-Napoca 1974 — 1982
High School Diploma
CI Investments March 2004 - Present
TD Bank July 2003 - February 2004
CIBC April 2002 - April 2003
CI Investments Inc. February 1998 - March 2002
Rogers Communications August 1997 - December 1997
Bank of Nova Scotia November 1995 - August 1997
APG Consulting 1995 - 1997
Trapeze Software Inc March 1994 - October 1995
Skills
Unix, AIX, Solaris, Unix Shell Scripting, Linux, Databases, SQL, Scripting, Java, System Administration, C/C++, Software Development, Operating Systems, Oracle, Perl, Integration, Microsoft SQL Server, Sybase, Shell Scripting, XML, Ksh, Enterprise Architecture, SDLC, Performance Tuning, Weblogic, Database Design, UML, Data Modeling, Requirements Analysis, Websphere, Data Warehousing, Agile Methodologies, SOA, Solution Architecture, Java Enterprise Edition, ITIL, Web Services, ETL, JBoss Application Server, Software Design, .NET, Disaster Recovery, Requirements Gathering, IBM AIX
Education
B. Sc., Computer Science
Liceul Emil Racovita - Cluj-Napoca 1974 — 1982
High School Diploma
Andrew Ashworth Andrew Ashworth's CI Investments Inc. Experience April 2012 - Present
Job Analyst at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. April 2012 - Present
CI Investments Inc. June 2010 - April 2012
Royal Bank of Canada Dominion Securities May 2009 - August 2009
Bank of Montreal April 2007 - September 2008
Education
University of Toronto - Rotman School of Management 2014 — 2017
Master of Business Administration (MBA)
The University of Western Ontario 2006 — 2010
BMOS, Specialization in Finance
University College Cork
lorne park
lorne park
st mark
CI Investments Inc. April 2012 - Present
CI Investments Inc. June 2010 - April 2012
Royal Bank of Canada Dominion Securities May 2009 - August 2009
Bank of Montreal April 2007 - September 2008
Education
University of Toronto - Rotman School of Management 2014 — 2017
Master of Business Administration (MBA)
The University of Western Ontario 2006 — 2010
BMOS, Specialization in Finance
University College Cork
lorne park
lorne park
st mark
Sidney Vaughan Sidney Vaughan's CI Investments Inc. Experience August 2000 - May 2004
Job Financial Services Professional
Industry
Experience
BPO Pro Call September 2009 - February 2010
Confiate January 2007 - March 2009
Financia Capital September 2005 - December 2006
Central America Destiny First Mortgage Fund May 2004 - December 2006
CI Investments Inc. August 2000 - May 2004
Scotia Capital Markets / Scotiabank February 1998 - November 1999
Education
Universidad de Santiago de Chile 1982 — 1985
BA, Mechanical Engineering Technology Diploma.
BPO Pro Call September 2009 - February 2010
Confiate January 2007 - March 2009
Financia Capital September 2005 - December 2006
Central America Destiny First Mortgage Fund May 2004 - December 2006
CI Investments Inc. August 2000 - May 2004
Scotia Capital Markets / Scotiabank February 1998 - November 1999
Education
Universidad de Santiago de Chile 1982 — 1985
BA, Mechanical Engineering Technology Diploma.
Vinaika Mansukhani Vinaika Mansukhani's CI Investments Inc. Experience October 2013 - February 2015
Job Marketing Approvals Coordinator at Assante Wealth Management
Industry Investment Management
Experience
Assante Wealth Management March 2015 - Present
CI Investments Inc. October 2013 - February 2015
Sheridan January 2013 - March 2013
FedEx Ground May 2012 - July 2012
Future Shop November 2011 - December 2011
Iberic Oil October 2010 - April 2011
Skills
Microsoft Office, Time Management, Teamwork, Microsoft Excel, PowerPoint, Accounting, Marketing, Research, Microsoft Word, Customer Service, Account Reconciliation, Team Leadership, Project Management
Education
Sheridan College 2009 — 2013
Bachelor's of Business Administration - Global Business Management, Logistics and Marketing
Assante Wealth Management March 2015 - Present
CI Investments Inc. October 2013 - February 2015
Sheridan January 2013 - March 2013
FedEx Ground May 2012 - July 2012
Future Shop November 2011 - December 2011
Iberic Oil October 2010 - April 2011
Skills
Microsoft Office, Time Management, Teamwork, Microsoft Excel, PowerPoint, Accounting, Marketing, Research, Microsoft Word, Customer Service, Account Reconciliation, Team Leadership, Project Management
Education
Sheridan College 2009 — 2013
Bachelor's of Business Administration - Global Business Management, Logistics and Marketing
Gordon Baker Gordon Baker's CI Investments Inc. Experience 2011 - Present
Job Vice President at CI Investments Inc.
Industry Investment Management
Experience
CI Investments Inc. 2011 - Present
Harvest Portfolios Group January 2011 - April 2011
First Trust Portfolios Canada 2009 - January 2011
Franklin Templeton Investments 2007 - 2009
Education
Saint Mary's University
Bachelors degree, Economics
CI Investments Inc. 2011 - Present
Harvest Portfolios Group January 2011 - April 2011
First Trust Portfolios Canada 2009 - January 2011
Franklin Templeton Investments 2007 - 2009
Education
Saint Mary's University
Bachelors degree, Economics
Jordan Yates Jordan Yates's CI Investments Inc. Experience February 2013 - Present
Job Consultant, Advisor Development Programs at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company April 2015 - Present
CI Investments Inc. February 2013 - Present
Franklin Templeton Investments April 2009 - February 2013
Franklin Templeton Investments January 2008 - March 2009
Fidelity Investments 2005 - 2005
Bank of Montreal 2004 - 2005
Skills
Instructional Design, Needs Analysis, Teaching, Employee Training, Analysis, Training, Program Facilitation, Staff Development, Customer Relations, Blended Learning, Microsoft Office, Program Management, MS Office Suite, Report Writing, Training & Development, Customer Service, Learning Management, Training Delivery, Employee Engagement, Call Centers, Business Development, E-Learning, Leadership Development, Learning Management..., Workshop Facilitation, Performance Management, Wealth Management, Consulting, Coaching
Education
University of Central Queensland 2007 — 2007
Graduate Diploma of Learning and Teaching, Education
University of Guelph 2001 — 2004
B.COMM, Marketing Management
Richview Collegiate Institute 1996 — 2001
CI Investments Inc. – Canada’s Investment Company April 2015 - Present
CI Investments Inc. February 2013 - Present
Franklin Templeton Investments April 2009 - February 2013
Franklin Templeton Investments January 2008 - March 2009
Fidelity Investments 2005 - 2005
Bank of Montreal 2004 - 2005
Skills
Instructional Design, Needs Analysis, Teaching, Employee Training, Analysis, Training, Program Facilitation, Staff Development, Customer Relations, Blended Learning, Microsoft Office, Program Management, MS Office Suite, Report Writing, Training & Development, Customer Service, Learning Management, Training Delivery, Employee Engagement, Call Centers, Business Development, E-Learning, Leadership Development, Learning Management..., Workshop Facilitation, Performance Management, Wealth Management, Consulting, Coaching
Education
University of Central Queensland 2007 — 2007
Graduate Diploma of Learning and Teaching, Education
University of Guelph 2001 — 2004
B.COMM, Marketing Management
Richview Collegiate Institute 1996 — 2001
Douglas McDonald Douglas McDonald's CI Investments Inc. Experience July 2011 - March 2013
Job Business Development Manager at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management May 2014 - Present
CI Investments Inc. – Canada’s Investment Company March 2013 - April 2014
CI Investments Inc. July 2011 - March 2013
MaRS Discovery District May 2010 - September 2010
MaRS Discovery District May 2009 - September 2009
Toronto Board of Trade July 2008 - September 2008
Skills
Mutual Funds, Sales, Hedge Funds, Structured Products, Inside Sales, Business Development, Client Services, Sales Prospecting, Marketing
Education
Western University 2007 — 2011
BMOS, Finance and Accounting
St. Andrew's College 2000 — 2007
High School
CIBC Asset Management May 2014 - Present
CI Investments Inc. – Canada’s Investment Company March 2013 - April 2014
CI Investments Inc. July 2011 - March 2013
MaRS Discovery District May 2010 - September 2010
MaRS Discovery District May 2009 - September 2009
Toronto Board of Trade July 2008 - September 2008
Skills
Mutual Funds, Sales, Hedge Funds, Structured Products, Inside Sales, Business Development, Client Services, Sales Prospecting, Marketing
Education
Western University 2007 — 2011
BMOS, Finance and Accounting
St. Andrew's College 2000 — 2007
High School
Ken Chong's CI Investments Inc. Experience September 2008 - December 2008
Job
Industry Computer Software
Experience
upthere October 2013 - Present
Copious Inc. August 2012 - August 2013
Utah Street Labs September 2011 - December 2011
Microsoft September 2010 - December 2010
Facebook January 2010 - April 2010
CPP Investment Board April 2009 - August 2009
CI Investments Inc. September 2008 - December 2008
Scotiabank September 2007 - December 2007
Service Canada January 2007 - April 2007
Education
University of Waterloo 2006 — 2012
BASc., Computer Engineering
The University of British Columbia 2008 — 2008
upthere October 2013 - Present
Copious Inc. August 2012 - August 2013
Utah Street Labs September 2011 - December 2011
Microsoft September 2010 - December 2010
Facebook January 2010 - April 2010
CPP Investment Board April 2009 - August 2009
CI Investments Inc. September 2008 - December 2008
Scotiabank September 2007 - December 2007
Service Canada January 2007 - April 2007
Education
University of Waterloo 2006 — 2012
BASc., Computer Engineering
The University of British Columbia 2008 — 2008
Travis Jensen CFA Travis Jensen CFA's CI Investments Inc. Experience October 2000 - February 2011
Job District Vice President
Industry Investment Management
Experience
Canoe Financial 2011 - Present
CI Investments Inc. October 2000 - February 2011
CI Investments Inc. October 2000 - February 2011
Skills
Wealth Management, Investment Strategies, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Insurance, Securities, Asset Managment, Disability Insurance, Asset Allocation, Risk Management, Retirement Planning, Retirement, Term Life Insurance, Employee Benefits, Equities, Portfolio Management, Asset Management, Financial Analysis, Relationship Management, Financial Services, Investment Management, Alternative Investments, Financial Advisory, Sports, Wealth Management..., Financial Planners, Wealth, High Net Worth..., Estate Planning, Fixed Annuities, Fixed Income, ETFs, Pensions, Bonds, RRSP, Certified Financial..., Segregated Funds, Personal Financial...
Education
University of Manitoba 1989 — 1993
Bachelor of Commerce (B.Com.), Finance
Canoe Financial 2011 - Present
CI Investments Inc. October 2000 - February 2011
CI Investments Inc. October 2000 - February 2011
Skills
Wealth Management, Investment Strategies, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Insurance, Securities, Asset Managment, Disability Insurance, Asset Allocation, Risk Management, Retirement Planning, Retirement, Term Life Insurance, Employee Benefits, Equities, Portfolio Management, Asset Management, Financial Analysis, Relationship Management, Financial Services, Investment Management, Alternative Investments, Financial Advisory, Sports, Wealth Management..., Financial Planners, Wealth, High Net Worth..., Estate Planning, Fixed Annuities, Fixed Income, ETFs, Pensions, Bonds, RRSP, Certified Financial..., Segregated Funds, Personal Financial...
Education
University of Manitoba 1989 — 1993
Bachelor of Commerce (B.Com.), Finance
Jamie Sekine, CFP. Jamie Sekine, CFP.'s CI Investments Inc. Experience 2005 - 2006
Job Financial Planner & Branch Manager at Investment Planning Counsel / The Gerald Flaherty Agency
Industry Financial Services
Experience
Investment Planning Counsel / The Gerald Flaherty Agency 2006 - Present
CI Investments Inc. 2005 - 2006
Skills
Financial Planning, Retirement Planning, Investments, Insurance, Pensions, Strategic Investment, Saving for Education, Severance, Lifestyle Planning, Cash Flow Forecasting, Client Counseling, Client Education, Tax-advantaged..., Estate Planning, Strategic Financial..., Wealth Management, Financial Advisory, Retirement, Personal Financial..., Financial Planners, Wealth Management...
Education
Financial Planning Standards Council
CFP, Financial Planning
University of Guelph 1999 — 2005
B.Comm, Management Economics in Industry and Finance
Investment Planning Counsel / The Gerald Flaherty Agency 2006 - Present
CI Investments Inc. 2005 - 2006
Skills
Financial Planning, Retirement Planning, Investments, Insurance, Pensions, Strategic Investment, Saving for Education, Severance, Lifestyle Planning, Cash Flow Forecasting, Client Counseling, Client Education, Tax-advantaged..., Estate Planning, Strategic Financial..., Wealth Management, Financial Advisory, Retirement, Personal Financial..., Financial Planners, Wealth Management...
Education
Financial Planning Standards Council
CFP, Financial Planning
University of Guelph 1999 — 2005
B.Comm, Management Economics in Industry and Finance
Nathan Rothwell Nathan Rothwell's CI Investments Inc. Experience April 2011 - Present
Job Vice President, Sales and Marketing at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. April 2011 - Present
CI Investments Inc. November 2009 - April 2011
Education
Canadian Securities Institute 2008 — 2011
The University of Western Ontario 2003 — 2007
Management, Finance
St. Andrew's College 1999 — 2003
CI Investments Inc. April 2011 - Present
CI Investments Inc. November 2009 - April 2011
Education
Canadian Securities Institute 2008 — 2011
The University of Western Ontario 2003 — 2007
Management, Finance
St. Andrew's College 1999 — 2003
Daniel Geampana's CI Investments Inc. Experience 1996 - 2004
Job Technical Project Manager at BAE Systems
Industry Information Technology and Services
Experience
BAE Systems Applied Intelligence February 2013 - Present
BlackBerry January 2013 - February 2013
Citigroup Fund Services Canada January 2009 - July 2012
RAD International January 2006 - September 2008
Citibank September 2004 - August 2005
CI Investments Inc. 1996 - 2004
Skills
Project Management, Java, Enterprise Architecture, Web Services, SOA, Websphere, SDLC, SQL, Enterprise web app..., Java Enterprise Edition, Oracle, Requirements Analysis, Unix, Agile Methodologies, Change Management, Sybase Adaptive Server, TIBCO, Weblogic, UML
Education
University of Liverpool 2004 — 2006
MSc, Information Technology
Technical University of Cluj-Napoca, Romania 1987 — 1993
BSc, Electrical Engineering (Computers)
LMF2
BAE Systems Applied Intelligence February 2013 - Present
BlackBerry January 2013 - February 2013
Citigroup Fund Services Canada January 2009 - July 2012
RAD International January 2006 - September 2008
Citibank September 2004 - August 2005
CI Investments Inc. 1996 - 2004
Skills
Project Management, Java, Enterprise Architecture, Web Services, SOA, Websphere, SDLC, SQL, Enterprise web app..., Java Enterprise Edition, Oracle, Requirements Analysis, Unix, Agile Methodologies, Change Management, Sybase Adaptive Server, TIBCO, Weblogic, UML
Education
University of Liverpool 2004 — 2006
MSc, Information Technology
Technical University of Cluj-Napoca, Romania 1987 — 1993
BSc, Electrical Engineering (Computers)
LMF2
Dan Melaragno's CI Investments Inc. Experience June 2012 - Present
Job System Administrator
Industry Information Technology and Services
Experience
CI Investments Inc. June 2012 - Present
CI Investments Inc. January 2010 - June 2012
C.I. Investments January 2007 - January 2010
CI Investments Inc. November 2004 - January 2007
Skills
Active Directory, Windows 7, XP, Troubleshooting, Windows, Windows Server, Computer Hardware, VMware, Laptops, Operating Systems, Servers, VPN, Hardware, Printers, Software Installation
Education
Seneca College of Applied Arts and Technology 2002 — 2004
Diploma, Network and System Administration/Administrator
CI Investments Inc. June 2012 - Present
CI Investments Inc. January 2010 - June 2012
C.I. Investments January 2007 - January 2010
CI Investments Inc. November 2004 - January 2007
Skills
Active Directory, Windows 7, XP, Troubleshooting, Windows, Windows Server, Computer Hardware, VMware, Laptops, Operating Systems, Servers, VPN, Hardware, Printers, Software Installation
Education
Seneca College of Applied Arts and Technology 2002 — 2004
Diploma, Network and System Administration/Administrator
Mike Moheiti's CI Investments Inc. Experience 1996 - 2009
Job IT Architect at IBM Canada
Industry Information Technology and Services
Experience
IBM Canada July 2011 - Present
Davis + Hendreson LLP 2010 - 2011
CI Investments Inc. 1996 - 2009
BPI Funds 1994 - 1996
Skills
Microsoft Infrastructure, Windows Network..., Data Center Architecture, Data Center Relocation, Storage Consolidation, Email Archiving, Data Archiving, Technical Presales, Microsoft Technology, Technical Architecture, Network Administration, Data Center, Microsoft Technologies, Team Management, Negotiation, High Availability, Citrix, Windows Server, Pre-sales, SDLC, Servers, Storage Area Networks, Active Directory, VMware, System Administration, Business Analysis, Enterprise Software, Strategy, IT Management, Management, Infrastructure, Disaster Recovery, Archives, Linux, Project Management, SharePoint, SAN, IT Strategy, Process Improvement
Education
Ryerson University 2007 — 2007
Credit, Management & Leadership Development
Ryerson University 2007 — 2007
Credit, Fundamentals of Project Management
Ryerson University 2006 — 2006
Credit, Implementation/Administration of Windows 2003 Active Directory
CMC/AMA 1998 — 1998
Certificate, Management Skills for New Mangers
Learning Tree Training Institute 1995 — 1995
Certificate, NT4 Administration
Seneca College of Applied Arts and Technology 1991 — 1994
Diploma, Computer programming and business analysis
IBM Canada July 2011 - Present
Davis + Hendreson LLP 2010 - 2011
CI Investments Inc. 1996 - 2009
BPI Funds 1994 - 1996
Skills
Microsoft Infrastructure, Windows Network..., Data Center Architecture, Data Center Relocation, Storage Consolidation, Email Archiving, Data Archiving, Technical Presales, Microsoft Technology, Technical Architecture, Network Administration, Data Center, Microsoft Technologies, Team Management, Negotiation, High Availability, Citrix, Windows Server, Pre-sales, SDLC, Servers, Storage Area Networks, Active Directory, VMware, System Administration, Business Analysis, Enterprise Software, Strategy, IT Management, Management, Infrastructure, Disaster Recovery, Archives, Linux, Project Management, SharePoint, SAN, IT Strategy, Process Improvement
Education
Ryerson University 2007 — 2007
Credit, Management & Leadership Development
Ryerson University 2007 — 2007
Credit, Fundamentals of Project Management
Ryerson University 2006 — 2006
Credit, Implementation/Administration of Windows 2003 Active Directory
CMC/AMA 1998 — 1998
Certificate, Management Skills for New Mangers
Learning Tree Training Institute 1995 — 1995
Certificate, NT4 Administration
Seneca College of Applied Arts and Technology 1991 — 1994
Diploma, Computer programming and business analysis
Greg Giffin's CI Investments Inc. Experience 2002 - Present
Job VicePresident
Industry Financial Services
Experience
CI Investments Inc. 2002 - Present
Saint Mary's University January 1996 - May 2008
CIBC Wood Gundy January 1998 - December 2001
CIBC March 1996 - December 1998
Government of Nova Scotia July 1995 - March 1996
Education
The University of Western Ontario 1994 — 1995
Master's degree, Economics
Saint Mary's University 1990 — 1994
Bachelor of Commerce (B.Com.), Economics
CI Investments Inc. 2002 - Present
Saint Mary's University January 1996 - May 2008
CIBC Wood Gundy January 1998 - December 2001
CIBC March 1996 - December 1998
Government of Nova Scotia July 1995 - March 1996
Education
The University of Western Ontario 1994 — 1995
Master's degree, Economics
Saint Mary's University 1990 — 1994
Bachelor of Commerce (B.Com.), Economics
Romer Mendiola's CI Investments Inc. Experience September 1998 - Present
Job Sr. Network Architect at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. September 1998 - Present
Education
University of Santo Tomas
Bachelor of Science, Electronics and Communications Engineering
CI Investments Inc. September 1998 - Present
Education
University of Santo Tomas
Bachelor of Science, Electronics and Communications Engineering
Josie Zummo's CI Investments Inc. Experience 2012 - Present
Job Graphic Designer
Industry Graphic Design
Experience
CI Investments Inc. 2012 - Present
Smart Circle International May 2009 - 2012
RBC September 2002 - 2012
Skills
Graphic Design, Logo Design, Typography, Illustrator, Graphics, Layout
Education
Seneca College of Applied Arts and Technology 2005 — 2008
Graphic Design
CI Investments Inc. 2012 - Present
Smart Circle International May 2009 - 2012
RBC September 2002 - 2012
Skills
Graphic Design, Logo Design, Typography, Illustrator, Graphics, Layout
Education
Seneca College of Applied Arts and Technology 2005 — 2008
Graphic Design
Jennifer Sinclair's CI Investments Inc. Experience September 2011 - February 2015
Job Associate Vice President at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company March 2015 - Present
CI Investments Inc. September 2011 - February 2015
Skills
Mutual Funds, Securities, Retirement Planning, Investments, Wealth Management
Education
The University of British Columbia 2003 — 2006
Bachelor of Arts (B.A.), Psychology
CI Investments Inc. – Canada’s Investment Company March 2015 - Present
CI Investments Inc. September 2011 - February 2015
Skills
Mutual Funds, Securities, Retirement Planning, Investments, Wealth Management
Education
The University of British Columbia 2003 — 2006
Bachelor of Arts (B.A.), Psychology
Horace Ho's CI Investments Inc. Experience June 2005 - June 2010
Job Sr J2EE Developer/ BPM Consultant at BMO Financial Group
Industry Information Technology and Services
Experience
BMO Financial Group July 2015 - Present
Ontario Ministry of Education September 2011 - March 2015
Citi June 2010 - June 2011
CI Investments Inc. June 2005 - June 2010
Rogers Communications November 2004 - May 2005
Bank of Montreal September 2004 - November 2004
Triversity Canada Inc. March 2004 - August 2004
Skills
Spring Framework, JDBC, Hibernate, JSF, Java Enterprise Edition, JavaScript, jQuery, Core Java, iBatis, SOA, Oracle, WebSphere Application..., Spring, Websphere, EJB, Weblogic, Web Services, WebSphere
Education
Victoria University 1997 — 1998
Master’s Degree, Computer Science
Victoria University 1994 — 1996
Bachelor’s Degree, Computer Science (Honor)
The Hong Kong Polytechnic University
Higher Certification in Software Engineering
BMO Financial Group July 2015 - Present
Ontario Ministry of Education September 2011 - March 2015
Citi June 2010 - June 2011
CI Investments Inc. June 2005 - June 2010
Rogers Communications November 2004 - May 2005
Bank of Montreal September 2004 - November 2004
Triversity Canada Inc. March 2004 - August 2004
Skills
Spring Framework, JDBC, Hibernate, JSF, Java Enterprise Edition, JavaScript, jQuery, Core Java, iBatis, SOA, Oracle, WebSphere Application..., Spring, Websphere, EJB, Weblogic, Web Services, WebSphere
Education
Victoria University 1997 — 1998
Master’s Degree, Computer Science
Victoria University 1994 — 1996
Bachelor’s Degree, Computer Science (Honor)
The Hong Kong Polytechnic University
Higher Certification in Software Engineering
Elvis Rodrigues's CI Investments Inc. Experience September 2006 - Present
Job IT Manager at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company February 2015 - Present
CI Investments Inc. September 2006 - Present
aurionPro Solutions Ltd September 1995 - August 2001
Skills
Microsoft SQL Server, Sybase Adaptive Server, Business Analysis, SDLC, Project Coordination, Project Planning, Systems Analysis, accounting system..., Trading Portfolio..., Requirements Analysis, Business Requirements, User Acceptance Testing, Visio, SharePoint, Disaster Recovery, Requirements Gathering, Vendor Management, Software Documentation, Business Process, SQL
Education
University of Mumbai
Bachelor of Science (B.Sc.), Major in Chemistry
CI Investments Inc. – Canada’s Investment Company February 2015 - Present
CI Investments Inc. September 2006 - Present
aurionPro Solutions Ltd September 1995 - August 2001
Skills
Microsoft SQL Server, Sybase Adaptive Server, Business Analysis, SDLC, Project Coordination, Project Planning, Systems Analysis, accounting system..., Trading Portfolio..., Requirements Analysis, Business Requirements, User Acceptance Testing, Visio, SharePoint, Disaster Recovery, Requirements Gathering, Vendor Management, Software Documentation, Business Process, SQL
Education
University of Mumbai
Bachelor of Science (B.Sc.), Major in Chemistry
Ali Farooqui's CI Investments Inc. Experience June 2005 - Present
Job Supervisor, Customer Relations at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. June 2005 - Present
CI Investments Inc. November 2004 - June 2005
CI Investments Inc. March 2004 - November 2004
Investors Group Financial Services Inc. April 2003 - February 2004
Education
Advocis 2009 — 2009
Life Licensing Qualification Program (Insurance)
Investments Funds Institute of Canada (IFIC) 2003 — 2003
Investment Funds Course
Seneca College of Applied Arts and Technology 2002 — 2003
Canadian Securities Course
York University 1999 — 2002
Bachelor's, Business Administration
CI Investments Inc. June 2005 - Present
CI Investments Inc. November 2004 - June 2005
CI Investments Inc. March 2004 - November 2004
Investors Group Financial Services Inc. April 2003 - February 2004
Education
Advocis 2009 — 2009
Life Licensing Qualification Program (Insurance)
Investments Funds Institute of Canada (IFIC) 2003 — 2003
Investment Funds Course
Seneca College of Applied Arts and Technology 2002 — 2003
Canadian Securities Course
York University 1999 — 2002
Bachelor's, Business Administration
Bru Ananth's CI Investments Inc. Experience November 2013 - Present
Job Business Analyst at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. November 2013 - Present
CI Investments Inc. May 2010 - Present
CI Investments Inc. October 2009 - December 2010
CI Investments Inc. February 2008 - June 2010
Skills
Business Analysis, PowerPoint, Customer Service, Project Planning, Banking, Negotiation, Microsoft Office, Relationship Management, MS Project, Mutual Funds, Strategic Planning, Risk Management, Investments, Analysis, Financial Analysis, Financial Services, Portfolio Management
Education
Seneca College of Applied Arts and Technology 2002 — 2005
Marketing
CI Investments Inc. November 2013 - Present
CI Investments Inc. May 2010 - Present
CI Investments Inc. October 2009 - December 2010
CI Investments Inc. February 2008 - June 2010
Skills
Business Analysis, PowerPoint, Customer Service, Project Planning, Banking, Negotiation, Microsoft Office, Relationship Management, MS Project, Mutual Funds, Strategic Planning, Risk Management, Investments, Analysis, Financial Analysis, Financial Services, Portfolio Management
Education
Seneca College of Applied Arts and Technology 2002 — 2005
Marketing
Jonathan Krumins's CI Investments Inc. Experience March 2006 - April 2011
Job Vice President, AML Risk & Compliance at vCAMLO
Industry Financial Services
Experience
vCAMLO July 2014 - Present
vCAMLO April 2011 - July 2014
CI Investments Inc. March 2006 - April 2011
CI Investments Inc. February 2005 - March 2006
Portus Asset Management May 2004 - February 2005
Spectrum Investments / CI Investments May 2000 - May 2004
Spectrum Investments March 1998 - April 2000
Government of Quebec September 1996 - May 1997
Skills
AML, Compliance, Risk Management, Regulatory Reporting, Mutual Funds, Risk Assessment, Training, KYC, Finance, Analysis, Investments, Financial Risk, Policy, Operational Risk, Securities, Financial Regulation, Financial Services, Anti Money Laundering, Banking
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Canadian Institute for Financial Crime Analysis (CIFCA)
University of Toronto 1998 — 2004
Honours Bachelor of Arts Joint Specialist Program, History and Political Science
vCAMLO July 2014 - Present
vCAMLO April 2011 - July 2014
CI Investments Inc. March 2006 - April 2011
CI Investments Inc. February 2005 - March 2006
Portus Asset Management May 2004 - February 2005
Spectrum Investments / CI Investments May 2000 - May 2004
Spectrum Investments March 1998 - April 2000
Government of Quebec September 1996 - May 1997
Skills
AML, Compliance, Risk Management, Regulatory Reporting, Mutual Funds, Risk Assessment, Training, KYC, Finance, Analysis, Investments, Financial Risk, Policy, Operational Risk, Securities, Financial Regulation, Financial Services, Anti Money Laundering, Banking
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Canadian Institute for Financial Crime Analysis (CIFCA)
University of Toronto 1998 — 2004
Honours Bachelor of Arts Joint Specialist Program, History and Political Science
Larry Dalla Rosa's CI Investments Inc. Experience 1997 - Present
Job Creative Services Manager at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. 1997 - Present
PG Communication 1990 - 1997
Skills
Advertising, Financial Services, Marketing Communications, Project Management, Corporate Branding, Graphic Design, Social Media Marketing, Portfolio Management, Team Leadership, Management, Marketing, Online Advertising
Education
Seneca College of Applied Arts and Technology
CI Investments Inc. 1997 - Present
PG Communication 1990 - 1997
Skills
Advertising, Financial Services, Marketing Communications, Project Management, Corporate Branding, Graphic Design, Social Media Marketing, Portfolio Management, Team Leadership, Management, Marketing, Online Advertising
Education
Seneca College of Applied Arts and Technology
Diana Caruso's CI Investments Inc. Experience 2004 - Present
Job Graphic Designer at CI Investments Inc.
Industry Graphic Design
Experience
CI Investments Inc. 2004 - Present
Education
Seneca College of Applied Arts and Technology 1989 — 1991
Graphic Design
CI Investments Inc. 2004 - Present
Education
Seneca College of Applied Arts and Technology 1989 — 1991
Graphic Design
Daithza Torres Tacchino's CI Investments Inc. Experience May 2012 - Present
Job Operations Manager at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. May 2012 - Present
Financial Services May 2011 - May 2012
Skills
Process Improvement, Customer Service, Coaching, Mutual Funds, Relationship Management
Education
Ryerson University 1993 — 1997
Bachelors, Business Management & Finance
CI Investments Inc. May 2012 - Present
Financial Services May 2011 - May 2012
Skills
Process Improvement, Customer Service, Coaching, Mutual Funds, Relationship Management
Education
Ryerson University 1993 — 1997
Bachelors, Business Management & Finance
Herve Ajeneza's CI Investments Inc. Experience January 2011 - June 2012
Job Bilingual Financial Services Representative at RBC Investor Services
Industry Financial Services
Experience
RBC Investor Services January 2013 - Present
CI Investments Inc. January 2011 - June 2012
HSBC Card Services November 2008 - December 2010
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Relationship Management
Education
University of Montreal 2005 — 2007
Bachelor's Degree, Economics
Belgian School of Kigali 2001 — 2004
High School, Economics
RBC Investor Services January 2013 - Present
CI Investments Inc. January 2011 - June 2012
HSBC Card Services November 2008 - December 2010
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Relationship Management
Education
University of Montreal 2005 — 2007
Bachelor's Degree, Economics
Belgian School of Kigali 2001 — 2004
High School, Economics
Alex Gauley's CI Investments Inc. Experience October 2007 - Present
Job Financial Analyst at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. October 2007 - Present
Skills
Financial Modeling, Equity Research, Bloomberg, Valuation, Equities, Financial Analysis, Strategic Financial..., Mutual Funds, Investments, Corporate Finance, Wealth Management, Securities
Education
University of Western Sydney 2004 — 2005
Masters of Finance, Finance
University of Guelph 1997 — 2001
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
CI Investments Inc. October 2007 - Present
Skills
Financial Modeling, Equity Research, Bloomberg, Valuation, Equities, Financial Analysis, Strategic Financial..., Mutual Funds, Investments, Corporate Finance, Wealth Management, Securities
Education
University of Western Sydney 2004 — 2005
Masters of Finance, Finance
University of Guelph 1997 — 2001
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
David Bricker's CI Investments Inc. Experience April 2013 - Present
Job Analyst at CI Investments Inc.
Industry Accounting
Experience
CI Investments Inc. April 2013 - Present
MNP June 2010 - April 2013
Futureshop July 2005 - May 2010
Skills
Investments, Corporate Finance, Financial Analysis, Financial Accounting, Managerial Finance, Sales Management, Management Accounting, Accounting, Customer Service, Management Consulting
Education
I.H Asper School of Business, University of Manitoba 2007 — 2010
Bachelor of Commerce (Honours) Program2006, 2010; Finance and Management Information Systems
The University of Winnipeg 2004 — 2007
Bachelor of Arts Degree 2002, 2005; Economics Major
CI Investments Inc. April 2013 - Present
MNP June 2010 - April 2013
Futureshop July 2005 - May 2010
Skills
Investments, Corporate Finance, Financial Analysis, Financial Accounting, Managerial Finance, Sales Management, Management Accounting, Accounting, Customer Service, Management Consulting
Education
I.H Asper School of Business, University of Manitoba 2007 — 2010
Bachelor of Commerce (Honours) Program2006, 2010; Finance and Management Information Systems
The University of Winnipeg 2004 — 2007
Bachelor of Arts Degree 2002, 2005; Economics Major
Rahcel Pomeda's CI Investments Inc. Experience May 2013 - Present
Job Business Analyst at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. May 2013 - Present
Education
University of Toronto 2014 — 2015
University of Toronto 2012 — 2015
Certification in Financial Analysis and Investment Management
Ryerson University 2012 — 2012
Introductory French
University of the City of Manila
Bachelor of Science (BS)
CI Investments Inc. May 2013 - Present
Education
University of Toronto 2014 — 2015
University of Toronto 2012 — 2015
Certification in Financial Analysis and Investment Management
Ryerson University 2012 — 2012
Introductory French
University of the City of Manila
Bachelor of Science (BS)
Vilmos Marton's CI Investments Inc. Experience August 2012 - October 2012
Job Mutual Fund Processing Associate at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company October 2014 - March 2015
MOL Group October 2013 - February 2014
Ryerson Toastmasters January 2013 - June 2013
CI Investments Inc. August 2012 - October 2012
CI Investments Inc. October 2011 - April 2012
CI Investments Inc. May 2011 - August 2011
CI Investments Inc. May 2010 - August 2010
Skills
Microsoft Excel, Leadership, Critical Thinking, Soft Skills, Analytical Skills, Teamwork, Time Management, Financial Analysis, Forecasting, PowerPoint, Writing
Education
Ryerson University
Bachelor of Commerce (B.Com.), Finance & Economics
CI Investments Inc. – Canada’s Investment Company October 2014 - March 2015
MOL Group October 2013 - February 2014
Ryerson Toastmasters January 2013 - June 2013
CI Investments Inc. August 2012 - October 2012
CI Investments Inc. October 2011 - April 2012
CI Investments Inc. May 2011 - August 2011
CI Investments Inc. May 2010 - August 2010
Skills
Microsoft Excel, Leadership, Critical Thinking, Soft Skills, Analytical Skills, Teamwork, Time Management, Financial Analysis, Forecasting, PowerPoint, Writing
Education
Ryerson University
Bachelor of Commerce (B.Com.), Finance & Economics
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management