CI Investments Inc. – Canada’s Investment Company
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CI Investments Inc. – Canada’s Investment Company Employees
BMO Global Asset Management April 2012 - Present
TD Mutual Funds December 2005 - April 2012
AIC Limited August 2004 - December 2005
CI Investments Inc. – Canada’s Investment Company January 1999 - October 2003
Dynamic Mutual Funds October 1996 - January 1999
Skills
Wealth Management, Mutual Funds, Investments, Financial Advisory, Retirement Planning, Financial Services, Equities, Investment Advisory, Asset Allocation, Portfolio Management, Management, Capital Markets, Sales, Sales Process, Selling, Sales Operations, Relationship Management, Securities, Strategic Financial..., Asset Management, Investment Strategies
Education
University of Guelph 1987 — 1992
Honours BA, Double; Management and Economics
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 September 2014 - Present
inVentiv Communications Canada May 2013 - August 2014
GENIVAR November 2012 - May 2013
GENIVAR January 2012 - April 2012
Canada Cartage November 2010 - August 2011
HSBC Bank February 2007 - October 2010
RBC May 2006 - November 2006
Skills
Human Resources, Employee Relations, Employment Law, Recruiting, Onboarding, Performance Management, Coaching, HR Metrics, HRIS, HR Policies, Employee Benefits, Teamwork, Time Management
Education
Seneca College of Applied Arts and Technology 2011 — 2012
Human Resources Management Graduate Certificate
York University 2005 — 2010
Honours BA, Sociology and Minor in Political Science
DDI
CI Investments Inc. – Canada’s Investment Company June 2015 - Present
CI Investments Inc. – Canada’s Investment Company July 2014 - June 2015
Skills
Microsoft Excel, Social Media, PowerPoint, Strategic Planning, Teamwork, Microsoft Office, Time Management, Public Speaking
Education
The University of British Columbia 2010 — 2014
Universitetet i Oslo / University of Oslo (UiO) 2013 — 2013
Albourne Partners September 2015 - Present
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
Investments & Technical Management October 2014 - January 2015
Flatiron Construction June 2013 - September 2014
Citco Fund Services September 2011 - November 2012
TD April 2008 - January 2011
Skills
Financial Analysis, Microsoft Excel, Customer Service, Market Research, Business Planning, Spanish, Sales Presentations, Finance, Sales, Financial Services, Financial Modeling, Banking, Investments
Education
CFA Institute
Ryerson University 2009 — 2011
Bachelor of Commerce (BCom), Finance
Tecnológico de Monterrey
6-Month International Exchange Program
Seneca College of Applied Arts and Technology 2006 — 2009
International Business Diploma, Honours
CI Investments Inc. – Canada’s Investment Company May 2015 - Present
Organics Live Richmond Hill October 2014 - Present
Union National Bank April 2009 - April 2014
Dubai Islamic Bank August 2008 - March 2009
Union National Bank March 2003 - July 2008
Union National Bank January 2000 - February 2003
Mashreqbank October 1995 - December 1999
Mashreqbank July 1992 - September 1995
Bank of America affiliate "Misr America International" May 1990 - June 1992
Skills
Accounting, Banking, Business Development, Commercial Banking, Credit, Credit Analysis, Credit Risk, Finance, Financial Risk, Internal Audit, Islamic Finance, Loans, Portfolio Management, Risk Management, Strategy, Structured Finance, Team Management, Trade Finance, Corporate Finance, Due Diligence, Management, Retail Banking, Operational Risk
Education
Collège Boreal - Toronto 2014 — 2014
CLIC, French Language and Literature
Humber College 2014 — 2014
An intensive program for internationally educated senior finance professionals, offering comprehensi
American University cairo 1996 — 1996
Proftional Certification, Credit Management
Alexandria University 1983 — 1989
Bachelor of Science, Economics
Collège Saint Marc 1969 — 1983
Baccalauréat
CI Investments Inc. – Canada’s Investment Company November 2014 - Present
Liquid Africa Holdings Ltd July 2013 - August 2013
Bridge Bank Group CI July 2012 - August 2012
The World Bank June 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Word, Excel, Linux, Segregated Funds, Mutual Funds
Education
CSI Global Education Inc 2014 — 2015
Canadian Securities Course
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Armand Hammer UWC-USA 2008 — 2010
International Baccalauréat
Assante Wealth Management February 2015 - Present
Retail Mortgage Operations at CIBC July 2013 - July 2014
SECURCOR SECURITIZATION GROUP March 2008 - November 2012
ACCREDITED HOME LENDERS CANADA October 2006 - January 2008
FIRST CANADIAN TITLE April 2005 - October 2006
CI Investments Inc. – Canada’s Investment Company October 2004 - April 2005
Pilipinas Bank 1988 - 1997
Skills
Account Reconciliation, Accounts Payable, QuickBooks, Electronic Funds..., Bookkeeping, Banking, General Ledger, Disbursement, asset available for..., Variance Analysis, Highly motivated..., Funding, MS Excel Pivot Tables, Financial Analysis, Time Management, Financial Modeling
Education
Aquinas University 1985 — 1986
Bachelor of Science in Business Adminstration, Accounting
ICIT Canada
Webb Asset Management Canada, Inc. 2006 - 2012
CI Investments Inc. – Canada’s Investment Company 2000 - 2004
Invesco 1992 - 2000
Citi 1989 - 1991
Trust Company of the West 1987 - 1989
Salomon Brothers 1986 - 1988
Brown Brothers Harriman 1983 - 1986
Skills
Start-ups, Mergers, Business Strategy, Strategic Planning, Alternative Investments, Business Planning, Portfolio Management, Inventory Management, Management, Partner Management, Marketing, Regulatory Affairs, Finance, Quantitative, Fundamental Analysis, Public Speaking, Television
Education
Wharton Business School 1990 — 1992
MBA, Finance
Dartmouth College 1978 — 1983
AB, Economics & History
CI Investments Inc. – Canada’s Investment Company July 2014 - Present
CI Investments April 2004 - June 2014
Assante Wealth Management October 1999 - March 2004
Skills
Business Continuity, Information Security..., Risk Assessment, SDLC, Change Management, IT Management, Project Management
Education
McMaster University 1988 — 1992
Bachelor of Engineering, Electrical Engineering
(ISC)2
Certified Information Systems Security Professional (CISSP)
DRI Canada
Associate Business Continuity Planner
CI Investments Inc. – Canada’s Investment Company November 2014 - Present
GN Transport Ltd January 2013 - October 2014
Pulkovo Airport JSC August 2010 - May 2012
Spartan Works January 2009 - April 2010
Skills
Customer Service, Finance, Investments, Transportation, Accounts Receivable, Accounts Payable, Strategic Planning, Microsoft Office, Microsoft Excel, Analysis, Airlines, Aviation
Education
Centennial College 2012 — 2013
postgraduate certificate, Financial Planning and Services
Macquarie University 2007 — 2010
Bachelor's degree, Applied Finance
Sydney Institute of Business and Technology (SIBT)Macquarie University 2007 — 2008
Diploma, Commerce and Accounting
CFA Institute
Candidate, The Chartered Financial Analyst, Investment management
CI Investments Inc. – Canada’s Investment Company December 2014 - Present
Drake University September 2010 - May 2012
New England Financial, A MetLife Company June 2011 - August 2011
Skills
Microsoft Excel, Access, Microsoft Office, Critical Thinking, PowerPoint, Leadership, Financial Analysis, Actuarial Science, Data Analysis, VBA, Teamwork, Microsoft Word, Statistics, Outlook, Time Management, Insurance, R statistical software, R, Public Speaking
Education
Drake University 2009 — 2013
Bachelor of Science in Business Administration, Actuarial Science
Drake University
CI Investments Inc. – Canada’s Investment Company July 2013 - Present
Ontario Ministry of Finance September 2012 - July 2013
Citi April 2011 - September 2012
Sears Canada May 2010 - April 2011
KPMG September 2005 - April 2010
Skills
Internal Controls, Auditing, Financial Analysis, Corporate Finance, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, External Audit, US GAAP
Education
Institute of Chartered Accountants of British Columbia 2005 — 2007
Chartered Accountant
The University of British Columbia 2000 — 2005
B. Sc, Computer Science
CI Investments Inc. – Canada’s Investment Company July 2015 - Present
CI Investments Inc. – Canada’s Investment Company November 2014 - July 2015
Lallemand Brewing and Specialty April 2013 - August 2013
Lallemand Animal Nutrition May 2012 - April 2013
Centre for Research on Biomolecular Interactions, York University January 2011 - August 2011
Hudak Lab, York University May 2010 - December 2010
Krylov Lab, York University June 2009 - August 2010
Donaldson Lab, York University May 2008 - August 2008
Skills
Analytical Methods, Capillary..., FPLC, Western Blotting, PCR, RT-PCR, Protein Expression, Protein Purification, Affinity Chromatography, DNA sequencing, Mammalian Cell Culture, Fluorescence Microscopy, Confocal Microscopy, Biotechnology, Molecular Biology, 32 Karat, ÄKTA UNICORN, qPCR, Temporal Temperature..., DNA Cloning, Mutagenesis, Bacterial Culture, HPLC, SDS-PAGE, DNA extraction, Protein Chemistry, Fluorescence, Microbiology, ELISA, Cell Biology, Purification, Fermentation, Molecular Cloning, Electrophoresis, RNA isolation, Yeast, Gel Electrophoresis, Primer Design, Bacterial Transformation, Chromatography, DNA, Laboratory, real-time PCR, Sop, Biochemistry, Assay Development, Cell Culture, Proteomics, Chemistry, Site-directed...
Education
McGill University 2011 — 2012
Master of Science (Applied), Biotechnology, 3.9/4.0
York University 2006 — 2010
Bachelor of Science (Honours), Biotechnology, 8.7/9.0
Resolver - GRC Solutions June 2015 - Present
Mercer and Associates December 2014 - Present
CI Investments Inc. – Canada’s Investment Company September 2014 - June 2015
esntl. apparel January 2013 - December 2014
Sunnybrae Golf Course November 2013 - September 2014
CI Investments Inc. – Signature Global Advisors June 2012 - August 2012
CI Investments Inc. – Cambridge Advisors January 2012 - February 2012
Solium September 2011 - December 2011
CI Financial May 2011 - August 2011
Humber River Hospital May 2010 - September 2010
Skills
Financial Modeling, Creative Problem Solving, Microsoft Excel, Writing, Web Analytics, Mandarin, Marketing Communications, Data Analysis, New Business Development, Entrepreneurship, Research, Marketing, Foreign Exchange, Value Investing, Chess, Customer Service, Team Leadership, Social Media, Teamwork, Management, Microsoft Office
Education
McGill University 2009 — 2013
Bachelor of Commerce (B.Com.), International Management
Guanghua School of Management 2012 — 2012
Bachelor of Commerce (BCom), International Business/Trade/Commerce
St. Andrew's College 2002 — 2009
Wells Fargo Securities May 2015 - August 2015
CI Investments Inc. – Canada’s Investment Company May 2014 - August 2014
Education
Queen's University 2012 — 2016
Bachelor of Commerce, Finance
AlarmForce Industries Inc. September 2015 - Present
CI Investments Inc. – Canada’s Investment Company May 2014 - July 2015
AlarmForce Industries Inc. October 2011 - May 2014
Humber College February 2011 - March 2011
Skills
Customer Service, Recruiting, HRIS, PowerPoint, Human Resources, Talent Management, Employee Relations, Coaching, Teamwork, Employee Engagement, Benefits Administration, Employee Training, Performance Appraisal, Personnel Management, Time Management, Interviews, New Hire Orientations
Education
Humber College 2010 — 2011
Human Resources Management Certificate
Carleton University 2005 — 2009
Bachelor of Public Affairs and Policy Management, Human Rights
PCI
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
SunBright Aquatics April 2011 - Present
CI Investments Inc. – Canada’s Investment Company November 2014 - April 2015
Students Offering Support (SOS) December 2013 - May 2014
Wilfrid Laurier University Students' Union September 2012 - April 2013
Skills
Leadership, Customer Service, Financial Markets, Sales, Mutual Funds, Economics, Real Estate, Teamwork, Time Management, Event Planning, Event Management, Public Speaking, Marketing, Social Media, Business Development
Education
Wilfrid Laurier University 2010 — 2014
Bachelor of Arts (BA), Honours Economics
KEDGE Business School 2013 — 2013
Exchange Program, Business, Management, Marketing, and Related Support Services
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 September 2013 - Present
B+H Architects May 2007 - September 2013
Skills
Active Directory..., Microsoft Project, Microsoft Exchange, Computer Hardware, Computer Repair, Blackberry Enterprise..., Microsoft Office, Submittals, Project Coordination, Project Planning, Project Management, McAfee Antivirus, Symantec Endpoint..., Symantec Backup, Kaspersky Antivirus
Education
Seneca College of Applied Arts and Technology 2005 — 2010
Dipl.Comp.Eng, ECT - Computer Engineering Technology
CI Investments Inc. – Canada’s Investment Company September 2015 - Present
RBC Investor & Treasury Services January 2015 - April 2015
The Learning Enrichment Foundation May 2014 - August 2014
Donate4Life January 2013 - May 2014
Skills
Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Analytical Skills, Teamwork, Programming Languages, PowerPoint, Time Management, Trading, Financial Modeling, Portfolio Management, Critical Thinking, Leadership, Valuation, SQL, Data Analysis, ETL, CRM Databases, VBA
Education
Lazaridis School of Business & Economics at Wilfrid Laurier University 2012 — 2017
Bachelor of Business Administration (BBA), Finance
Wilfrid Laurier University 2012 — 2017
Bachelor of Arts (BA), Financial Mathematics
CI Investments Inc. – Canada’s Investment Company May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Customer Service, Social Media, HTML, Windows, Legal Research, Legal Writing
Education
Dalhousie University 2012 — 2015
Doctor of Law (JD), Law
University of Toronto Schools 2008 — 2012
Honours Bachelor of Arts (HBA), English, Dramatics/Theatre Arts
CI Investments Inc. – Canada’s Investment Company April 2013 - Present
CI Investments Inc. – Canada’s Investment Company April 2011 - April 2013
CI Investments Inc. – Canada’s Investment Company February 2011 - March 2011
CI Investments Inc. – Canada’s Investment Company September 2009 - January 2011
Societe Generale July 2007 - December 2007
Skills
Portfolio Management, Asset Allocation, Mutual Funds, Public Speaking, Alternative Investments, Investments, Wealth Management, Fixed Income, Securities, Investment Advisory, Retirement Planning, Risk Management, Asset Management, Equities, Financial Advisory, Investment Strategies, Relationship Management, Insurance, ETFs, Financial Services, Financial Planners, Strategic Financial..., Retirement, Financial Risk, Life Insurance, Financial Markets, Investment Management, Bonds, Bloomberg, Fixed Annuities, Capital Markets
Education
Toulouse Business School 2006 — 2008
Master of Business Administration (MBA), Banking & Financial Engineering
Université de Rennes I 2002 — 2006
Bachelor of Science (B.Sc.), Banking, Finance, and Economics
West Face Capital Inc. October 2012 - Present
Goldman Sachs May 2011 - September 2012
Barclays Capital June 2010 - April 2011
Barclays Capital May 2009 - August 2009
CI Investments Inc. – Canada’s Investment Company May 2008 - August 2008
Skills
Investment Banking, Equities, Capital Markets, Financial Analysis, Financial Modeling, Investments, Valuation, Derivatives, Hedge Funds, Corporate Finance, Bloomberg, Private Equity, Fixed Income, Due Diligence, Equity Research
Education
Queen's University 2006 — 2010
BCOM, Commerce
Lake Forest Academy
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
CI Investments Inc. – Canada’s Investment Company June 2015 - Present
CI Investments Inc. – Canada’s Investment Company April 2014 - May 2015
TD Canada Trust July 2012 - April 2014
TD Canada Trust August 2011 - July 2012
TD Canada Trust January 2010 - June 2011
2005 - 2009Lake Joseph Club (Water's Edge) May 2005 - September 2009
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Securities, Finance, Financial Services, Investment Advisory, Strategic Planning, Financial Modeling, Portfolio Management, Strategic Financial..., Sales, Mortgage Lending, Banking, Financial Planning
Education
Dalhousie University 2005 — 2009
BA, Sociology
St. Andrew's College 1999 — 2005
High school
canadian securities institute
Finance
SJX Partners August 2015 - Present
The Chittenden Group June 2014 - August 2014
CI Investments Inc. – Canada’s Investment Company May 2013 - August 2013
Kilcoo Camp June 2011 - August 2011
New Canaan Toy Store 2007 - 2010
Skills
Teamwork, Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Communication Skills
Education
St. Lawrence University 2011 — 2015
CI Investments Inc. – Canada’s Investment Company October 2014 - Present
CI Investments Inc. – Canada’s Investment Company May 2013 - October 2014
Investors Group 2012 - 2012
TeamMax Corporation 2011 - 2012
China Mobile May 2010 - June 2011
Skills
Project Management, Microsoft Excel, Access, Outlook, Microsoft Word, FundSERV, Winfund, Client Service Oriented, Account Reconciliation
Education
University of Toronto 2014 — 2015
Project Management Certificate
City University of Hong Kong 2009 — 2010
Master of Arts (M.A.), Communication and Media Studies
University of Toronto 2005 — 2009
Bachelor of Science (B.Sc.), Mathematics and Statistics
CI Investments Inc. – Canada’s Investment Company January 2009 - Present
Printer's Row February 2011 - January 2013
Skills
Fine Art, Art, Visual Arts, Poet, Books, Editing, Poetry, Creative Writing, History, Storytelling, Academic Tutoring, American History, Greek Life, Mythology, Publications, Publishing, Script Editing, Speech Writing, World History, Counterterrorism, Customer Service, Problem Solving, Public Speaking, Strategic Planning, Ghostwriting, Event Planning, Microsoft Excel
Education
University of Southern California
CI Investments Inc. – Canada’s Investment Company August 2015 - Present
CI Investments Inc. – Canada’s Investment Company January 2015 - June 2015
CI Investments Inc. – Canada’s Investment Company October 2013 - December 2014
CI Investments Inc. – Canada’s Investment Company May 2012 - October 2013
Family Space May 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Personnel Management, Program Development, Program Management, Employee Relations, Employee Benefits, Interviews, Onboarding, Leadership, Customer Service, Time Management, HRIS, Recruiting, Team Leadership, Human Resources
Education
University of Guelph 2007 — 2011
Bachelor of Commerce (B.Com.), Human Resources Management and Services
CI Investments Inc. – Canada’s Investment Company July 2014 - Present
Fasken Martineau DuMoulin November 2013 - May 2014
Equitable Bank May 2013 - September 2013
OHM Fashion Show September 2012 - April 2013
American Apparel July 2011 - December 2012
The Cricket Club June 2012 - September 2012
Sport Chek February 2008 - September 2009
Skills
Customer Service, Interpersonal Skill, Teamwork, Team Leadership, Strategic Initiatives, Highly detail oriented, Highly Dedicated, Communication, Community Outreach, Recruiting, Human Resources, Time Management, Social Networking, PowerPoint, Social Skills, Microsoft Word, Microsoft Excel, Microsoft Office, Goal Oriented, People Skills, Public Speaking, Research, Employee Relations, Team Building, Outlook, Sales, Interpersonal..., Highly motivated..., Employee Benefits, Payroll, Building Relationships, Retail, Fundraising, Networking, Human Resource Planning, Strategic Planning, Visual Merchandising, Social Media, Leadership
Education
Humber College 2013 — 2014
Post Graduate Certificate in Human Resource Management, Human Resources Management/Personnel Administration, General
Western University 2009 — 2013
Bachelor of Social Science, Psychology
Western University 2009 — 2013
Bachelor of Social Science, European History
Westmount C.I
ScotiaMcLeod June 2015 - Present
Queen's School of Business September 2014 - December 2014
Chubb Insurance May 2014 - August 2014
Limestone Capital September 2012 - April 2014
CI Investments Inc. – Canada’s Investment Company May 2013 - August 2013
IAMGOLD Corporation April 2012 - August 2012
The Coca-Cola Company November 2011 - February 2012
Skills
Promotions, Time Management, Event Planning, Leadership, Financial Analysis, Financial Modeling, Social Media Marketing, Bloomberg, Strategic Planning, Accounting, Recruiting, Management, Portfolio Management, Data Analysis
Education
Queen's University 2011 — 2015
Bachelor of Commerce (Honours)
WHU – Otto Beisheim School of Management 2014 — 2014
Bachelor of Science (B.Sc.)
St. Andrew's College 2007 — 2011
Ontario Secondary School Diploma (Honours)
Indeed.com June 2015 - Present
Queen's Marketing Association Conference (QMAC) January 2015 - Present
Queen's Marketing Association Conference (QMAC) March 2014 - January 2015
CI Investments Inc. – Canada’s Investment Company May 2014 - August 2014
Queen's Marketing Association Conference (QMAC) March 2013 - March 2014
Adecco Group May 2013 - August 2013
Skills
Team Management, Youth Services, Photoshop, Leadership, Research, Public Speaking, Fundraising, Social Media, Teamwork, Team Leadership, Marketing, Time Management, Human Resources, Event Planning, PowerPoint, Event Management, Project Planning, Microsoft Excel
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.)
Sciences Po 2014 — 2015
Master's Degree
Branksome Hall 2006 — 2012
Interational Baccalaureate Diploma, OSSD Bilingual Diploma
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 2015 - Present
Assante Wealth Management 2014 - 2015
Assante Wealth Management 2011 - 2014
Sun Life Financial 2009 - 2011
CI Investments 2007 - 2007
CI Investments 2006 - 2006
Skills
Marketing, Mutual Funds, Event Management, Wealth Management, Event Planning, Investments, Financial Services, Asset Allocation, Wealth, Investment Advisory, Marketing Strategy, Social Media Marketing, Marketing Communications
Education
Acadia University 2003 — 2007
Bachelor’s Degree, Recreation Management
University of Toronto 2009 — 2011
Certificate, Project Management
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
Ontario Teachers' Pension Plan September 2014 - December 2014
CI Investments Inc. – Canada’s Investment Company May 2014 - August 2014
Ontario Teachers' Pension Plan September 2013 - December 2013
Berkshire Hathaway Group of Insurance Companies, Life Reinsurance Division January 2013 - April 2013
Skills
Financial Analysis, Equities, Economics, Microsoft Excel, Bloomberg, VBA, Financial Modeling, Corporate Finance, Valuation, Actuarial Science
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Finance, Finance, General
University of Waterloo 2010 — 2015
Bachelor of Mathematics, Actuarial Science/ Finance; Economics Minor
CFA Institute
Passed Level I of the CFA Program
CI Investments Inc. – Canada’s Investment Company August 2015 - Present
B2B Bank April 2015 - July 2015
B2B Bank September 2014 - April 2015
Rosenzweig & Company Inc. June 2013 - May 2014
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Corporate Finance, Banking, Valuation, Strategic Financial..., Capital Markets, Fixed Income, Risk Management, Bloomberg, Derivatives, Investment Banking, Access, Statistical Modeling, Microsoft Excel, Accounting
Education
McMaster University 2008 — 2012
Honours Bachelor of Commerce (B.Com.), Finance, General, Major GPA: 3.8
Nanyang Technological University
Student Exchange
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 September 2014 - June 2015
BMO Financial Group February 2013 - May 2014
Skills
Leadership, Bilingual English-French, Marketing, Mortgage Marketing, Investment Banking, Teamwork, Sales, Customer Service, Public Speaking, Microsoft Office, Stock Trading, Microsoft Word, PowerPoint, Microsoft Excel, Research, Social Media, Social Media Marketing
Education
Carleton University 2010 — 2014
Bachelor of Commerce (BCom)
École Secondaire Étienne-Brûlé 2006 — 2010
Centre international d'études pédagogiques (CIEP) October 2014 - April 2015
TEDxRyersonU July 2013 - April 2015
Liberty Entertainment Group June 2009 - September 2014
CI Investments Inc. – Canada’s Investment Company May 2014 - August 2014
Ryerson Toastmasters July 2013 - April 2014
Personal Training November 2010 - June 2011
Skills
Presentations, Customer Service, Social Media Marketing, Creative Writing, Teamwork, Martial Arts, Negotiation, Public Speaking, Team Leadership, Leadership, Management, Sales, Time Management, Social Networking, Microsoft Office, Team Building, Training, Social Media, Finance, Financial Analysis, Managerial Finance, Entrepreneurship, Event Planning, Event Management
Education
Ted Rogers School of Management, Ryerson University 2011 — 2016
Bachelor of Commerce, Finance
IÉSEG School of Management 2013 — 2013
Bachelor of Business Administration (B.B.A.)
Northview Heights S.S 2007 — 2011
High School, Honours Mathematics Science and Technology Program, 9-12
CIBC March 2015 - Present
TD February 2013 - Present
RBC June 2011 - February 2013
BMO Financial Group August 2010 - May 2011
RBC April 2008 - June 2010
HSBC 2006 - 2007
CI Investments Inc. – Canada’s Investment Company 2004 - 2005
CompleteSaigon 2003 - 2004
LCL 1999 - 2003
Deutsche Bank 1998 - 1999
Skills
Business Analysis, Requirements Gathering, Process Engineering, Requirements Analysis, Visio, Change Management, Project Portfolio..., Business Process, Business Requirements, AML, SDLC, PMP, PMO, Project Delivery, Business Process..., Systems Analysis, Vendor Management, User Acceptance Testing
Education
Ryerson University 2010 — 2015
Certificate in Project Management
Ryerson University 2008 — 2010
Certificate in Business Management
University of Toronto - University College 1993 — 1997
Bachelor of Arts, History and East Asian Studies
PSCI
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 May 2015 - August 2015
Pour l'emploi - le Gouvernement October 2014 - May 2015
Ryerson University September 2012 - December 2013
Second Cup Coffee Company Limited 2011 - 2013
Skills
Teamwork, Leadership, Customer Service, Sports, Event Planning, Social Networking, Professional Sports, Public Speaking, Research, Creative Writing, Teaching, Microsoft Office
Education
Ryerson University 2010 — 2014
Bachelor of Commerce (B.Com.), Business Technology Management
Wilfrid Laurier University 2009 — 2010
IÉSEG School of Management
IÉSEG School of Management
IA Clarington Investments June 2015 - Present
CI Investments Inc. – Canada’s Investment Company June 2010 - June 2015
Invesco Trimark March 1997 - May 2010
Skills
Adobe Acrobat, Graphic Design, Corporate Branding, Brochures, Corporate Identity, Posters, Direct Mail, Creative Strategy, Creative Direction, Photoshop, Illustrator, Art Direction, QuarkXPress, Logo Design, Annual Reports, InDesign, Print, Adobe Creative Suite, Typography, Brand Development, User Interface Design, Layout, Packaging, User Experience, Advertising, Brand Implementation, Digital Photography, Graphics, Marketing
Education
Seneca College of Applied Arts and Technology 1994 — 1997
Design Arts, Graphic design
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
Self-employed 2012 - Present
MORROW MEDIATION 2015 - 2015
Stitt Feld Handy Group 2012 - 2015
CI Investments Inc. – Canada’s Investment Company 2011 - 2015
Skills
Legal Research, Mediation, Legal Assistance, Legal Writing, Litigation, Civil Litigation, Courts, Legal Advice, Westlaw, Criminal Law, Alternative Dispute...
Education
University of Windsor 2012 — 2012
Advanced Mediation
Humber College 2009 — 2011
Honours Diploma, Paralegal Education
Northbridge Financial Corporation June 2014 - Present
CI Investments Inc. – Canada’s Investment Company March 2006 - June 2014
William Beasley Enterprises/Centreville Amusement Park February 2004 - December 2005
Skills
Personnel Management, Leadership, Human Resources, Onboarding, Time Management, Change Management, Customer Service, Team Leadership, HR Policies, Leadership Development, Employee Engagement, Performance Management, Recruiting, Strategic Planning
Education
George Brown College 2002 — 2005
Business Administration
CGI June 2006 - May 2014
Citi September 2005 - June 2006
RBC Dexia Investor Services September 1999 - September 2005
CI Investments Inc. – Canada’s Investment Company 1998 - 2001
Skills
Fund Accounting, Valuation, Mutual Funds, Business Analysis, Business Requirements, Portfolio Management, Financial Modeling, Requirements Gathering, Business Process, Business Process..., Project Delivery, Analysis, SharePoint, Software Documentation, Project Management, Business Intelligence, Requirements Analysis, Integration, Vendor Management, Cardio Kickboxing, Fitness Training, Cardiovascular Fitness, User Acceptance Testing, Software Project..., Financial Services, MS Project, Testing, Project Portfolio..., Financial Analysis, Regression Testing, Test Cases, Financial Reporting, PMO, Banking, Service Delivery..., Team Leadership, Relationship Management
Education
Humber College
Accounting
Ryerson University
Accounting and Finance
CI Investments Inc. – Canada’s Investment Company November 2014 - Present
Laidlaw & Company February 2013 - October 2014
Dayton Gems 2009 - 2012
Amarillo gorillas of the central hockey league September 2008 - April 2009
Rensselaer Polytechnic Institute June 2006 - June 2008
Park's goalie school June 2003 - August 2006
Skills
fluent in Portuguese, great team player, Highly motivated..., Hockey, Time Management, Finance, Data Analysis, Leadership, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Access, Microsoft Word, Customer Service, Team Leadership, Interviews, Sports, Marketing, Public Speaking, Risk Management, Social Media, Sales
Education
Rensselaer Polytechnic Institute 2004 — 2008
Bachelor's degree, Accounting and Business/Management, 3.45
Rensselaer Polytechnic Institute 2004 — 2008
BS, business management
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
CIBC Asset Management September 2011 - August 2013
UBS Global Asset Management September 2010 - December 2010
Genuity Capital Markets January 2010 - April 2010
Unilever April 2009 - August 2009
Loblaw Companies May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Equities, Investments, Equity Research, Valuation, Business Strategy, Investment Banking, Finance, Business Analysis, Bloomberg, Capital Markets, Corporate Finance, Fixed Income, Microsoft Excel, Investment Management
Education
University of Cambridge 2013 — 2014
Master of Finance (MFin)
Wilfrid Laurier University 2007 — 2011
Bachelor of Business Administration (B.B.A.) Honours, Finance, Minor in Economics, High Distinction
COACH: Canada's Health Informatics Association September 2009 - Present
Base Consulting and Management Inc. March 2000 - Present
RBC 1998 - 2000
Merrill Lynch 1997 - 1998
CI Investments Inc. – Canada’s Investment Company 1994 - 1995
Sectrum Mutual Funds 1993 - 1994
Canadian Tire 1989 - 1992
Skills
Healthcare Information..., Governance, Change Management, Program Management, Strategic Planning, Project Management, Management Consulting, Business Analysis, Event Management, Healthcare, Leadership, Nonprofits, Strategy, Informatics, Management, Policy, Marketing, Team Leadership, Process Improvement, Event Planning
Education
University of Ottawa 1992 — 1996
Bachelor's Degree, Political Science
Anderson C.V.I. 1987 — 1992
High School, Business Certificate
Stonegate Private Counsel June 2012 - Present
CI Investments Inc. – Canada’s Investment Company October 2006 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Wealth Management
Education
Laurentian University/Université Laurentienne 1998 — 2001
Bachelor of Commerce (B.Com.), Finance
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 2015 - Present
Red Sky Capital Management Ltd. February 2011 - December 2014
CIBC September 2009 - February 2011
UBS January 2005 - September 2009
TD Capital - Canadian Private Equity Partners Fund April 2003 - January 2005
Credit Suisse January 1999 - March 2002
Skills
Investment Banking, Hedge Funds, Alternative Investments, Mutual Funds, Equities, Credit, Capital Markets, Investments, Asset Management, Portfolio Management, Management, Fundamental Analysis, Strategic Financial..., Investment Strategies, Equity Research, Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 2002 — 2003
MBA, Business & Finance
The University of Western Ontario - Richard Ivey School of Business 1994 — 1998
HBA, Business & Finance
CI Investments September 2008 - Present
CI Investments Inc. – Canada’s Investment Company September 2007 - August 2008
CI Investments Inc. – Canada’s Investment Company November 2006 - August 2007
CI Investments Inc. – Canada’s Investment Company November 2004 - November 2006
Skills
Customer Service, Financial Analysis, Investments, Segregated Funds, Team Leadership, Organization Skills, Travel Planning, Administrative..., Organizational..., Adventure Travel, Analytic Problem Solving, Document Review, Finance, Independent Travel, Leisure Travel, Microsoft Excel, Microsoft Office, Microsoft Word, Office Administration, Photography, Quality Assurance, Team Management, Team Motivation, Travel Arrangements, Travel Photography, Volunteering, Mutual Funds
Education
Oxford Seminars 2013 — 2013
TESOL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Ryerson University 2012 — 2012
Introductory French I, French Language and Literature
Mary Ward Catholic Secondary School 1999 — 2003
High School, High School/Secondary Diplomas and Certificates
NN Infraproject Pvt Ltd April 2012 - Present
CI Investments Inc. – Canada’s Investment Company 2015 - 2015
Credit Suisse August 2007 - April 2012
Skills
Investment Banking, Fixed Income, Bloomberg, Derivatives, Equities, Structured Products, Trading Systems, Portfolio Management, Analysis
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
National University of Singapore 2003 — 2007
Bachelor's Degree
CI Investments Inc. – Canada’s Investment Company March 2015 - Present
BANK OF MONTREAL CAPITAL MARKETS (HOLDINGS) LIMITED July 2014 - February 2015
Mercantile Exchange Corporation June 2012 - July 2014
Citi Group August 2008 - April 2009
Skills
Banking, Business Analysis, Disaster Recovery, Active Directory, Trading, Management, Financial Analysis, CRM, Risk Management, SDLC, Team Leadership, Process Improvement, Performance Management
Education
Osmania University
CI Investments Inc. – Canada’s Investment Company March 2015 - Present
Interpreter/Translator Freelancer 2012 - 2014
ANTRATEC 2010 - 2014
Université Paris IV - Sorbonne September 2012 - September 2013
Pro Deo 2011 - 2012
PDGB Avocats July 2009 - December 2011
Phone Régie 2009 - 2011
Nestle S.A. June 2003 - September 2003
Rafale Air June 2002 - September 2002
Skills
Political Science, Politics, Research, Translation, Event Planning, Event Management, International Relations, European Union, Russian Politics, Fully bilingual English, Foreign Languages, University Teaching, Language Teaching, Proofreading, Literature, French Literature, English Literature, Bahasa Indonesia, Cultural Awareness, Multi-Cultural Team..., Association Management, Newsletter Production, Community Management, Speech Writing, World Cinema, Gastronomy, French Cuisine, Pastry, Tea, Customer Service, Customer Experience, Entrepreneurship, Microsoft Office, Scribus
Education
Sciences Po 2008 — 2014
PhD candidate, Political Science
Institut national des Langues et Civilisations orientales 2008 — 2012
Diploma in Language and Civilisations, Indonesian/Malay Languages and Literatures
Institut d'Etudes politiques de Paris / Sciences Po Paris 2005 — 2006
Master of Science (M.Sc.), Political Science
University of Toronto 2004 — 2005
International Relations, Russian and Post-Soviet area studies
Université Panthéon Sorbonne (Paris I) 2003 — 2005
Master of Arts (M.A.), Political Science
Université Paris Sorbonne (Paris IV) / Sorbonne University 1999 — 2003
Master of Arts (M.A.), Foreign Languages applied to Business English-Russian
CI Investments Inc. – Canada’s Investment Company February 2014 - Present
Matrix Assets Management 2010 - 2013
Mavrix Fund Management Inc. 2008 - 2010
L&T Infotech 2000 - 2008
Skills
SDLC, Requirements Analysis, Business Analysis, Equities, Business Requirements, Requirements Gathering, Business Process..., Financial Services, Business Process
Education
Durham College
CI Investments Inc. – Canada’s Investment Company January 2015 - Present
MFS Investment Management 2011 - 2014
McLean Budden (taken over by MFS) 2008 - 2011
Amundi 2006 - 2008
Amundi 2003 - 2006
RBC Capital Markets 2001 - 2002
RBC Capital Markets 1989 - 2001
CIBC World Markets 1987 - 1989
Skills
Portfolio Management, Equities, Asset Management, Investment Strategies, Financial Markets, Investments, Capital Markets, Financial Analysis, Equity Research, Bloomberg, Wealth Management, Investment Management, High Net Worth..., Global Tactical Asset..., Global Investment...
Education
Carleton University
Bachelor's Degree, Economics
TD September 2014 - Present
TD August 2013 - September 2014
BMO Financial Group March 2011 - July 2013
RBC July 2010 - March 2011
Bank of Montreal February 2006 - July 2010
HBC July 2003 - February 2006
CI Investments Inc. – Canada’s Investment Company January 2003 - July 2003
Citi September 1999 - June 2002
Education
Ryerson University 2002 — 2005
Bachelor of Commerce (BCom)
Ryerson University 1997 — 2002
Bachelor of Arts (B.A.) Co-op
CI Investments Inc. – Canada’s Investment Company December 2014 - Present
All Canadian Courier October 2012 - December 2014
Freelancer September 2008 - September 2014
Microsoft December 2006 - April 2007
Noavaran Computer Institute January 2005 - January 2006
Polymer Industrial Group January 2001 - January 2006
Zar Saz Construction Company January 1998 - January 2001
Management and Planning Organization January 1996 - January 1997
Skills
Databases, Microsoft SQL Server, ASP.NET, XML, JavaScript, Operating Systems, TCP/IP, Java, Programming, Windows Server, CSS, Web Services, C#, C++, MySQL, DHCP, Network Administration, SOAP, Linux, SQL, Software Development, Troubleshooting, Android Development, Android, Subversion, PHP, C, IIS, Software Design, DNS, Apache, Networking, Windows XP, Bash, Web Applications, HTML, jQuery, JSON, Python, Web Development, Unix, HTML 5, Objective-C, Git, Eclipse, Apache FOP, XSL-FO, HTML5
Education
Seneca College 2009 — 2011
Bachelor of Science Degree, Computer Programmer and Analyst; Applied Math and Computer Science
Seneca College of Applied Arts and Technology 2008 — 2010
CPA, Computer Programmer
Islamic Azad University 1992 — 1996
B.Sc, Mathematics and computer Science
Azad University
Bachelor of Science (BSc), Mathematics and Computer Science
Beheshti High School Borazjan
high school Diploma, Mathematics
ICES – Institute for Clinical Evaluative Sciences December 2013 - Present
CI Investments Inc. – Canada’s Investment Company March 2011 - December 2013
Ontario Teachers' Pension Plan March 2009 - March 2011
Skills
SQL, Windows, Windows Server, Windows 7, Windows XP, z/OS, SCCM, Microsoft Office, Heat, UC4, Blackberry Enterprise..., Blackberry, SimCorp Dimension, SharePoint, VMware vSphere, VMware Workstation, Active Directory, Powershell, VDI, Symantec Backup, Norton Ghost, ImageX, CommVault, Adobe Acrobat, Sysprep, Routers, Android, iOS, App-V, NICE Call Recording, Disk Encryption, EMC, Citrix
Education
Georgian College 2006 — 2008
Computer Systems and Network Technician
Manulife September 2014 - Present
Standard Life January 2010 - September 2014
Standard Life June 2005 - December 2009
Standard Life September 2000 - June 2005
CI Investments Inc. – Canada’s Investment Company September 1999 - August 2000
BPI Mutual Funds August 1998 - September 1999
BPI Mutual Funds December 1996 - September 1999
Global Strategy Investor Services April 1994 - December 1996
Skills
Mutual Funds, Investments, Customer Service, Business Analysis, Accounting, Financial Analysis, Financial Services, Insurance, Analysis, Change Management, Finance
Education
Concordia University 2010 — 2013
Certificate, Human Resourses
Concordia University 1989 — 1993
Bachelor of Commerce (B.Com.), Finance, General
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 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 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 September 2014 - Present
Financial Planning Post-Grad Program September 2013 - May 2014
Front Row Insurance Brokers Inc. August 2011 - August 2013
HKMB September 2007 - August 2011
Skills
Commercial Lines, Insurance, Property & Casualty..., Underwriting, D&O, Commercial Insurance, Professional Liability, General Insurance, Liability, Social Media, Brokers, Casualty, Umbrella Insurance
Education
Humber College 2013 — 2014
Financial Planning, Canadian Securities Course
George Brown College 2008 — 2008
Registered Insurance Brokers of Ontario
University of Guelph 2000 — 2005
Bachelor of Arts (BA), Honour's, Drama, Marketing
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
MLSE (Maple Leaf Sports & Entertainment) August 2014 - Present
University of Toronto September 2012 - Present
CI Investments Inc. – Canada’s Investment Company May 2015 - August 2015
University of Toronto Sports and Business September 2013 - May 2015
State Farm Insurance - Lorrie S. Howe Insurance June 2009 - January 2015
Team Coast May 2012 - December 2014
Miss Teen Canada-World 2011 July 2011 - July 2012
Skills
Social Media, Leadership, Public Speaking, PowerPoint, Microsoft Office, Fundraising, Marketing, Blogging, Research, Sales, Customer Service, Facebook, Team Leadership, Analytics, Java, Presentations, Multi-media Marketing..., Optimization Software, Photoshop, Microsoft Excel, MySQL, Microsoft Project, Matlab
Education
University of Toronto 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Industrial Engineering
McGill University 2011 — 2012
Biomedical Sciences, General
Appleby College (Secondary School) 2005 — 2011
High School/Secondary Diplomas and Certificates, 95
Citco Fund Services April 2013 - Present
Citco Fund Services January 2011 - April 2013
Citco Fund Services February 2008 - December 2010
Scotiabank August 2006 - February 2008
CI Investments Inc. – Canada’s Investment Company January 2006 - August 2006
RBC September 2004 - December 2004
Skills
Accounting, Financial Reporting, Fund Accounting, Financial Analysis, Hedge Funds, Equities, Derivatives, Bloomberg
Education
University of Toronto at Scarborough 2001 — 2005
Bachelor of Business Administration (BBA Co-op), Accounting/Finance/Human Resources
Certified General Accountants of Ontario 2011 — 2016
CGA/ CPA, Accounting
Seneca College of Applied Arts and Technology 2006 — 2008
Human Resources Certificate, Human Resources Management/Personnel Administration, General, 4.0
CSI 2007 — 2007
Canadian Securities Certificate, Banking, Corporate, Finance, and Securities Law
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
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
CI Investments Inc. – Canada’s Investment Company July 2015 - Present
Assante Wealth Management January 2010 - Present
Skills
Insurance, Investments, Mutual Funds
Education
CEGEP - John Abbott College
Finance, Accounting and Finance
PwC Canada 2015 - Present
CI Investments Inc. – Canada’s Investment Company January 2014 - April 2014
Education
University of Toronto 2013 — 2015
Master of Management & Professional Accounting
Fordham University 2009 — 2013
Bachelor of Science (B.S.)
CI Investments Inc. – Canada’s Investment Company June 2014 - Present
Afilias October 2011 - June 2014
Payment Solution Provider March 2011 - September 2011
Golden Flow System Limited 2007 - 2009
Skills
Java Enterprise Edition, Spring Framework, Spring Integration, Spring Batch, Spring Security, Hibernate, Struts, Wicket, Spring MVC, JSF, Servlet/JSP, JAX-WS, JAX-RS/Jersey, XML, JSON, JavaScript, SQL, PostgreSQL, Oracle, Maven, Tomcat, WebLogic
Education
Tsinghua University 1990 — 1995
Bachelor's Degree, Mechanical Engineering
CI Investments Inc. – Canada’s Investment Company March 2015 - Present
Osgoode Hall Law School May 2013 - December 2013
AIESEC November 2011 - December 2012
Coast Underwriters Ltd May 2012 - August 2012
Pond Residence at York University September 2010 - April 2011
RBC May 2010 - August 2010
Skills
Financial Analysis, Teamwork, Finance, Financial Modeling, Corporate Finance, Accounting, Valuation, Financial Accounting, Economics, Market Research, Microsoft Office, Information secruity, Project Management, Customer Service, Team Leadership, Time Management
Education
Guanghua School of Management 2014 — 2014
IBBA, Finance
York University - Schulich School of Business
IBBA, Finance
Ryerson University
Enbridge Gas Distribution September 2012 - September 2013
CI Investments Inc. – Canada’s Investment Company May 2012 - June 2012
Ministry of Government Services July 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Outlook, Customer Service, Data Entry, Records Management, Organization, Time Management, Interpersonal Skill, Confidentiality, Diplomacy, Cash Management
Education
Ryerson University 2010 — 2012
Accounting and Finance Certificate
University of Toronto at Scarborough 2005 — 2009
Bachelor of Science, Life Science
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 May 2015 - August 2015
Brendan Wood International May 2014 - August 2014
Boss Sound & Communications 2012 - 2014
Skills
Sales, Teamwork, Finance, Microsoft Excel, Analysis, Team Leadership, Public Speaking, Negotiation, Leadership, Financial Analysis, Information Technology, Supply Chain Management
Education
Ivey Business School at Western University 2014 — 2016
Honors Business Administration (HBA)
York University - Schulich School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Martingrove C.I 2008 — 2012
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