CI Investments Inc. – Canada’s Investment Company

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CI Investments Inc. – Canada’s Investment Company Employees

Employee
Years
Job
Industry
Jeffrey Nairn, CIM, FCSI Jeffrey Nairn, CIM, FCSI Vancouver, Canada Area Details
Jeffrey Nairn, CIM, FCSI's CI Investments Inc. – Canada’s Investment Company Experience January 1999 - October 2003
Job VP, Regional Sales, Vancouver, BMO Global Asset Management Providing SolutionsOriented Support to Investment Advisors
Industry Financial Services
Experience
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

Rajen Attwala Rajen Attwala Toronto, Canada Area Details
Rajen Attwala's CI Investments Inc. – Canada’s Investment Company Experience June 2015 - Present
Job Compliance Officer at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   June 2015 - Present
CI Investments Inc. – Canada’s Investment Company   October 2014 - June 2015
CI Investments Inc.  January 2014 - September 2014
Worldsource Financial Management  August 2010 - December 2013

Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Portfolio Management, Investment Strategies, Asset Management, Wealth, Insurance, Financial Services, Derivatives, Capital Markets, Financial Analysis, Customer Service

Education
George Brown College   2006 — 2010
Bachelor of Applied Business, Financial Planning and Services

Michelle Mascarin, CHRP Michelle Mascarin, CHRP Toronto, Canada Area Details
Michelle Mascarin, CHRP's CI Investments Inc. – Canada’s Investment Company Experience September 2014 - Present
Job Human Resources Professional
Industry Human Resources
Experience
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

Amanda Volk Amanda Volk Toronto, Canada Area Details
Amanda Volk's CI Investments Inc. – Canada’s Investment Company Experience June 2015 - Present
Job Sales & Marketing at CI Investments Inc. – Canada’s Investment Company
Industry Investment Management
Experience
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

Philip Hanna Philip Hanna Toronto, Canada Area Details
Philip Hanna's CI Investments Inc. – Canada’s Investment Company Experience January 2015 - Present
Job Operational Due Diligence Analyst
Industry Financial Services
Experience
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

Bahaa Elbassiouni Bahaa Elbassiouni Toronto, Canada Area Details
Bahaa Elbassiouni's CI Investments Inc. – Canada’s Investment Company Experience May 2015 - Present
Job Bilingual Customer Service Representative at CI Investments Inc. – Canada’s Investment Company
Industry Banking
Experience
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

Pape Alioune Ndiaye Pape Alioune Ndiaye Toronto, Canada Area Details
Pape Alioune Ndiaye's CI Investments Inc. – Canada’s Investment Company Experience November 2014 - Present
Job CI Investments
Industry Financial Services
Experience
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

Elisa Yarker Elisa Yarker Toronto, Canada Area Details
Elisa Yarker's CI Investments Inc. – Canada’s Investment Company Experience October 2004 - April 2005
Job Intermediate Accountant at Assante Wealth Management
Industry Financial Services
Experience
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

Derek Webb Derek Webb Ross, California Details
Derek Webb's CI Investments Inc. – Canada’s Investment Company Experience 2000 - 2004
Job CEO at Webb Asset Management
Industry Investment Management
Experience
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

Raj Sivarajah Raj Sivarajah Toronto, Canada Area Details
Raj Sivarajah's CI Investments Inc. – Canada’s Investment Company Experience July 2014 - Present
Job Vice President, IT at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   July 2014 - Present
CI Investments  April 2004 - June 2014
Assante Wealth Management  October 1999 - March 2004

Skills
Business Continuity, Information Security..., Risk Assessment, SDLC, Change Management, IT Management, Project Management

Education
McMaster University   1988 — 1992
Bachelor of Engineering, Electrical Engineering

(ISC)2
Certified Information Systems Security Professional (CISSP)

DRI Canada
Associate Business Continuity Planner

Natalie Arsentieva Natalie Arsentieva Toronto, Canada Area Details
Natalie Arsentieva's CI Investments Inc. – Canada’s Investment Company Experience November 2014 - Present
Job Financial Services Representative at CI Investments Inc. – Canada’s Investment Company
Industry Airlines/Aviation
Experience
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

Wesley Chung Wesley Chung Des Moines, Iowa Details
Wesley Chung's CI Investments Inc. – Canada’s Investment Company Experience December 2014 - Present
Job Office Assistant at Drake University Chemistry Department
Industry Insurance
Experience
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

Palvir Deol Palvir Deol Toronto, Canada Area Details
Palvir Deol's CI Investments Inc. – Canada’s Investment Company Experience July 2013 - Present
Job CA
Industry Financial Services
Experience
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

Yuri Filiptsev Yuri Filiptsev Toronto, Canada Area Details
Yuri Filiptsev's CI Investments Inc. – Canada’s Investment Company Experience July 2015 - Present
Job Investment Policy Analyst at CI Investments Inc. – Canada’s Investment Company
Industry Biotechnology
Experience
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

Bobby McDonald Bobby McDonald Toronto, Canada Area Details
Bobby McDonald's CI Investments Inc. – Canada’s Investment Company Experience September 2014 - June 2015
Job Sales Coordinator at Resolver GRC Solutions
Industry Financial Services
Experience
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

Nick Telecki Nick Telecki Toronto, Canada Area Details
Nick Telecki's CI Investments Inc. – Canada’s Investment Company Experience May 2014 - August 2014
Job Student at Queen's School of Business
Industry Investment Banking
Experience
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

Robin Dehoog Robin Dehoog Toronto, Canada Area Details
Robin Dehoog's CI Investments Inc. – Canada’s Investment Company Experience May 2014 - July 2015
Job Human Resources Coordinator at AlarmForce Industries Inc.
Industry Human Resources
Experience
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

Amin Eduardo Fernandez Amin Eduardo Fernandez Toronto, Canada Area Details
Amin Eduardo Fernandez's CI Investments Inc. – Canada’s Investment Company Experience April 2015 - Present
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

Caitlin Howell Caitlin Howell Vancouver, Canada Area Details
Caitlin Howell's CI Investments Inc. – Canada’s Investment Company Experience November 2014 - April 2015
Job CEO of SunBright Aquatics
Industry Financial Services
Experience
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

Motria Spolsky-Mielnik Motria Spolsky-Mielnik Toronto, Canada Area Details
Motria Spolsky-Mielnik's CI Investments Inc. – Canada’s Investment Company Experience May 2014 - Present
Job Freelance Translator
Industry Translation and Localization
Experience
CI Investments Inc. – Canada’s Investment Company   May 2014 - Present
Litera Translations   September 2007 - Present
Czar Media   November 2011 - June 2012
CI Investments Inc.  August 2010 - July 2011
N/A  September 2006 - June 2010
Glendon School of Translation   May 2009 - November 2009
Les Éditions Sivori   March 2009 - April 2009
Le salon du livre de Toronto   July 2006 - December 2006
Lycée Jean Lurçat   October 2005 - April 2006

Skills
Translation, Highly Adaptable, Fast Learner, Adaptation, Teaching, French, English, Proofreading, Editing, Ukrainian

Education
York University   2007 — 2009
M.A., Translation

University of Guelph   2001 — 2005
B.A. Honours, European Studies, French

Institut d'Etudes politiques de Lyon   2003 — 2004
Year abroad, Political Science and History

Shannon Gomes Shannon Gomes Toronto, Canada Area Details
Shannon Gomes's CI Investments Inc. – Canada’s Investment Company Experience September 2013 - Present
Job Technology Analyst II at CI Investments Inc. – Canada’s Investment Company
Industry Architecture & Planning
Experience
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

Masood Shah Masood Shah Toronto, Canada Area Details
Masood Shah's CI Investments Inc. – Canada’s Investment Company Experience September 2015 - Present
Job Junior Equity Analyst at CI Investments
Industry Investment Management
Experience
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

Becky Fallis Becky Fallis Toronto, Canada Area Details
Becky Fallis's CI Investments Inc. – Canada’s Investment Company Experience May 2013 - August 2013
Job JD Candidate Schulich School of Law at Dalhousie University
Industry Law Practice
Experience
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

Saër Diop Saër Diop Toronto, Canada Area Details
Saër Diop's CI Investments Inc. – Canada’s Investment Company Experience April 2013 - Present
Job VicePresident, Sales & Marketing at CI Investments
Industry Financial Services
Experience
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

Graeme McLellan, CFA Graeme McLellan, CFA Toronto, Canada Area Details
Graeme McLellan, CFA's CI Investments Inc. – Canada’s Investment Company Experience May 2008 - August 2008
Job Hedge Fund Associate at West Face Capital Inc.
Industry Investment Management
Experience
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

Jeff O'Neill Jeff O'Neill Toronto, Canada Area Details
Jeff O'Neill's CI Investments Inc. – Canada’s Investment Company Experience May 2011 - August 2011
Job Business Development Manager at Purpose Investments
Industry Financial Services
Experience
Purpose Investments   April 2015 - Present
BMO Financial Group  April 2014 - April 2015
Sun Life Global Investments  May 2013 - September 2013
CI Investments Inc.  May 2012 - September 2012
CI Investments Inc. – Canada’s Investment Company   May 2011 - August 2011

Skills
Leadership, Teamwork, Time Management, ETFs, Building Relationships, Mutual Funds, Bloomberg, Microsoft Office, Consultative Selling, Microsoft Excel, PowerPoint, Highly personable, High Organizational..., Relationship Management, Communication Skills, Self-driven, Public Speaking, Fundraising, Event Planning, Resourceful..., Team Leadership, Investments

Education
McGill University   2008 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, History

St. Andrew's College   2003 — 2008
Honour Role

Scott Fullerton Scott Fullerton Toronto, Canada Area Details
Scott Fullerton's CI Investments Inc. – Canada’s Investment Company Experience June 2015 - Present
Job Sales & Marketing at CI Investments
Industry Banking
Experience
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

Rob Scoon Rob Scoon New Canaan, Connecticut Details
Rob Scoon's CI Investments Inc. – Canada’s Investment Company Experience May 2013 - August 2013
Job Intern at SJX Partners
Industry Marketing and Advertising
Experience
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

Nan Shen Nan Shen Toronto, Canada Area Details
Nan Shen's CI Investments Inc. – Canada’s Investment Company Experience October 2014 - Present
Job Business Analyst at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   October 2014 - Present
CI Investments Inc. – Canada’s Investment Company   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

Joseph Paris Joseph Paris Greater Chicago Area Details
Joseph Paris's CI Investments Inc. – Canada’s Investment Company Experience January 2009 - Present
Job Poet and Editor
Industry Fine Art
Experience
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

Priscilla Mena, CHRP Priscilla Mena, CHRP Toronto, Canada Area Details
Priscilla Mena, CHRP's CI Investments Inc. – Canada’s Investment Company Experience August 2015 - Present
Job Human Resources Generalist at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
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

Ashley Roman Ashley Roman Toronto, Canada Area Details
Ashley Roman's CI Investments Inc. – Canada’s Investment Company Experience July 2014 - Present
Job Human Resources Administrator at CI Investments Inc.
Industry Human Resources
Experience
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

Connor Pugliese Connor Pugliese Toronto, Canada Area Details
Connor Pugliese's CI Investments Inc. – Canada’s Investment Company Experience May 2013 - August 2013
Job Wealth Management Associate at ScotiaMcLeod
Industry Investment Management
Experience
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)

Claire Levitt Claire Levitt Toronto, Canada Area Details
Claire Levitt's CI Investments Inc. – Canada’s Investment Company Experience May 2014 - August 2014
Job Account Executive Intern at Indeed.com | CoChair at QMAC | Queen's Commerce 2016
Industry Marketing and Advertising
Experience
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

Jordan Yates Jordan Yates Toronto, Canada Area Details
Jordan Yates's CI Investments Inc. – Canada’s Investment Company Experience April 2015 - 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

Meaghan Glaab Meaghan Glaab Toronto, Canada Area Details
Meaghan Glaab's CI Investments Inc. – Canada’s Investment Company Experience 2015 - Present
Job Experienced and dynamic business development, and marketing professional
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   2015 - Present
Assante Wealth Management  2014 - 2015
Assante Wealth Management  2011 - 2014
Sun Life Financial  2009 - 2011
CI Investments  2007 - 2007
CI Investments  2006 - 2006

Skills
Marketing, Mutual Funds, Event Management, Wealth Management, Event Planning, Investments, Financial Services, Asset Allocation, Wealth, Investment Advisory, Marketing Strategy, Social Media Marketing, Marketing Communications

Education
Acadia University   2003 — 2007
Bachelor’s Degree, Recreation Management

University of Toronto   2009 — 2011
Certificate, Project Management

Douglas McDonald Douglas McDonald Toronto, Canada Area Details
Douglas McDonald's CI Investments Inc. – Canada’s Investment Company Experience March 2013 - April 2014
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

Tianbo Yu Tianbo Yu Greater Boston Area Details
Tianbo Yu's CI Investments Inc. – Canada’s Investment Company Experience May 2014 - August 2014
Job Master of Finance Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
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

Ivraj Kanwar Ivraj Kanwar Toronto, Canada Area Details
Ivraj Kanwar's CI Investments Inc. – Canada’s Investment Company Experience August 2015 - Present
Job Data Integrity Analyst at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
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

Boya(Kelsey) Zhang Boya(Kelsey) Zhang Toronto, Canada Area Details
Boya(Kelsey) Zhang's CI Investments Inc. – Canada’s Investment Company Experience October 2014 - Present
Job Technology Analyst at CI Investments Inc.
Industry Information Technology and Services
Experience
CI Investments Inc. – Canada’s Investment Company   October 2014 - Present
CI Investments Inc. – Canada’s Investment Company   January 2014 - September 2014
CI Investments Inc. – Canada’s Investment Company   January 2013 - December 2013
CI Investments Inc.  June 2011 - December 2012
Gatherings Event Planning and Fundraising, Toronto, Ontario   September 2010 - March 2011

Skills
SQL, Microsoft SQL Server, Active Directory, Windows Server, Java, JavaScript, HTML, Troubleshooting, Requirements Analysis, Oracle, Windows, Business Analysis

Education
George Brown College   2009 — 2011
Diploma, Computer Systems Technician

Ryerson University   2007 — 2009

Adrian Lawrence Adrian Lawrence Toronto, Canada Area Details
Adrian Lawrence's CI Investments Inc. – Canada’s Investment Company Experience September 2014 - June 2015
Job CMO & CoFounder of designerdistrict.ca
Industry Information Services
Experience
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

Aleksa Stefanovic Aleksa Stefanovic Toronto, Canada Area Details
Aleksa Stefanovic's CI Investments Inc. – Canada’s Investment Company Experience May 2014 - August 2014
Job Operations Intern at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
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

Doug Lamb Doug Lamb Toronto, Canada Area Details
Doug Lamb's CI Investments Inc. – Canada’s Investment Company Experience 2004 - 2005
Job Business Analyst at CIBC
Industry Information Technology and Services
Experience
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

Scott Hinkewich, CFA Scott Hinkewich, CFA Toronto, Canada Area Details
Scott Hinkewich, CFA's CI Investments Inc. – Canada’s Investment Company Experience November 2013 - Present
Job Portfolio Trading Associate at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   November 2013 - Present
CI Investments Inc.  September 2013 - October 2013
CI Investments Inc.  April 2013 - August 2013
CI Investments Inc.  June 2008 - March 2013
CI Investments Inc.  December 2007 - June 2008
CI Investments Inc.  March 2007 - December 2007

Education
McGill University   1999 — 2004
Bachelor of Commerce, Finance and Strategic Management, Distinguished CGPA

Nick Mihaylov Nick Mihaylov Toronto, Canada Area Details
Nick Mihaylov's CI Investments Inc. – Canada’s Investment Company Experience May 2015 - August 2015
Job English Language Teacher at Government of France
Industry Information Technology and Services
Experience
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

Anna Giannetta Ranieri Anna Giannetta Ranieri Toronto, Canada Area Details
Anna Giannetta Ranieri's CI Investments Inc. – Canada’s Investment Company Experience June 2010 - June 2015
Job Senior graphic designer at IA Clarington Investments
Industry Financial Services
Experience
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

Devendra Maharajh Devendra Maharajh Toronto, Canada Area Details
Devendra Maharajh's CI Investments Inc. – Canada’s Investment Company Experience September 2014 - Present
Job Associate Vice President at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   September 2014 - Present
CI Investments Inc.  October 2010 - Present
CI Investments Inc. – Canada’s Investment Company   February 2010 - October 2010
CI Investments Inc. – Canada’s Investment Company   July 2009 - February 2010
CI Investments Inc. – Canada’s Investment Company   July 2008 - July 2009

Skills
Fixed Income, Investments, Mutual Funds, Investment Advisory, Wealth Management, Relationship Management, Building Relationships, Securities, Sales Presentations, Sales, Asset Management, Personal Finance, Asset Allocation, High Net Worth..., CRM, Financial Services, Investment Strategies

Education
Concordia University   2003 — 2007
Bachelor of Arts (B.A.), Economics

Agincourt Collegiate Institute   1998 — 2003

Jennifer R. Ansell Jennifer R. Ansell Toronto, Canada Area Details
Jennifer R. Ansell's CI Investments Inc. – Canada’s Investment Company Experience 2011 - 2015
Job Principal, Ansell Mediation & Consulting
Industry Alternative Dispute Resolution
Experience
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

Jennifer Chung, CHRL Jennifer Chung, CHRL Toronto, Canada Area Details
Jennifer Chung, CHRL's CI Investments Inc. – Canada’s Investment Company Experience March 2006 - June 2014
Job HR Business Partner Talent Management
Industry Financial Services
Experience
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

Fleureen Barrera Fleureen Barrera Toronto, Canada Area Details
Fleureen Barrera's CI Investments Inc. – Canada’s Investment Company Experience 1998 - 2001
Job (Currently looking for new opportunities) Project Manager Financial and Computer Software
Industry Information Technology and Services
Experience
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

Jonathan Ornelas Jonathan Ornelas New York, New York Details
Jonathan Ornelas's CI Investments Inc. – Canada’s Investment Company Experience November 2014 - Present
Job Financial Services Representative at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
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

Gurveer Kehal Gurveer Kehal Toronto, Canada Area Details
Gurveer Kehal's CI Investments Inc. – Canada’s Investment Company Experience January 2015 - Present
Job Analyst at CI Investments Inc.
Industry Investment Management
Experience
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

Shannon Bott Shannon Bott Toronto, Canada Area Details
Shannon Bott's CI Investments Inc. – Canada’s Investment Company Experience 1994 - 1995
Job Executive Director, Operations at COACH: Canada's Health Informatics Association
Industry Nonprofit Organization Management
Experience
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

Erik Brandt Erik Brandt Toronto, Canada Area Details
Erik Brandt's CI Investments Inc. – Canada’s Investment Company Experience October 2006 - June 2012
Job
Industry Investment Management
Experience
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

Caroline Sanson Caroline Sanson Toronto, Canada Area Details
Caroline Sanson's CI Investments Inc. – Canada’s Investment Company Experience January 2014 - Present
Job Bilingual Business Analyst, Client Reporting and Communications at CI Investments Inc. – Canada’s Investment Company
Industry Marketing and Advertising
Experience
CI Investments Inc. – Canada’s Investment Company   January 2014 - Present
CI Investments Inc.  May 2011 - December 2013
Volunteer  January 2008 - May 2013
Roots  September 2010 - April 2011
CBC/Radio-Canada  August 2009 - April 2011
Excelcium Ltd.   June 2008 - August 2008
McKenna Photography   March 2008 - May 2008

Skills
Customer Service, Time Management, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Social Media Marketing, Leadership, Microsoft Word, Critical Thinking, Public Speaking, Social Networking, French, Analysis, Marketing, Project Management, Team Leadership, Market Research, Marketing Communications, Outlook, Editing, Data Analysis, Research, Social Media, Communication, Marketing Strategy, Digital Marketing, Business Analysis, Strategic Planning, Presentations, Business Strategy

Education
Ryerson University   2009 — 2013
Bachelor of Commerce (B.Com.), Major: Marketing Minor: Professional Communication

George Brown College   2013 — 2015
Professional Chocolatier Certificate, Baking and Pastry Arts

University of Toronto   2015 — 2015
Digital Marketing Certificate, Digital Marketing

Brian Huen Brian Huen Toronto, Canada Area Details
Brian Huen's CI Investments Inc. – Canada’s Investment Company Experience January 2015 - Present
Job VP, Investments & Head of Trading at Harbour Advisors
Industry Investment Management
Experience
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

Charmaine Felix Charmaine Felix Toronto, Canada Area Details
Charmaine Felix's CI Investments Inc. – Canada’s Investment Company Experience September 2007 - August 2008
Job Team Leader, Segregated Funds Administration at CI Investments
Industry Investment Management
Experience
CI Investments  September 2008 - Present
CI Investments Inc. – Canada’s Investment Company   September 2007 - August 2008
CI Investments Inc. – Canada’s Investment Company   November 2006 - August 2007
CI Investments Inc. – Canada’s Investment Company   November 2004 - November 2006

Skills
Customer Service, Financial Analysis, Investments, Segregated Funds, Team Leadership, Organization Skills, Travel Planning, Administrative..., Organizational..., Adventure Travel, Analytic Problem Solving, Document Review, Finance, Independent Travel, Leisure Travel, Microsoft Excel, Microsoft Office, Microsoft Word, Office Administration, Photography, Quality Assurance, Team Management, Team Motivation, Travel Arrangements, Travel Photography, Volunteering, Mutual Funds

Education
Oxford Seminars   2013 — 2013
TESOL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor

Ryerson University   2012 — 2012
Introductory French I, French Language and Literature

Mary Ward Catholic Secondary School   1999 — 2003
High School, High School/Secondary Diplomas and Certificates

Naman Agarwal Naman Agarwal Toronto, Canada Area Details
Naman Agarwal's CI Investments Inc. – Canada’s Investment Company Experience 2015 - 2015
Job MBA Candidate at Rotman School of Management, 2016
Industry Investment Management
Experience
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

Denver Francis Denver Francis Toronto, Canada Area Details
Denver Francis's CI Investments Inc. – Canada’s Investment Company Experience March 2015 - Present
Job Senior Business Systems Analyst
Industry Information Technology and Services
Experience
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

Delphine Pallier Delphine Pallier Toronto, Canada Area Details
Delphine Pallier's CI Investments Inc. – Canada’s Investment Company Experience March 2015 - Present
Job Bilingual Resolution Services Associate at CI Investments Inc. – Canada’s Investment Company
Industry Research
Experience
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

Adrian Bernard, MCPM Adrian Bernard, MCPM Toronto, Canada Area Details
Adrian Bernard, MCPM's CI Investments Inc. – Canada’s Investment Company Experience February 2014 - Present
Job Sr. Business Analyst at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
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

Jean-Philippe Bry Jean-Philippe Bry Toronto, Canada Area Details
Jean-Philippe Bry's CI Investments Inc. – Canada’s Investment Company Experience January 2015 - Present
Job Strategist at Signature Global Asset Management CI Investments Inc.
Industry Financial Services
Experience
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

Jennifer McCutcheon Jennifer McCutcheon Toronto, Canada Area Details
Jennifer McCutcheon's CI Investments Inc. – Canada’s Investment Company Experience January 2003 - July 2003
Job Senior Manager, Strategy and Planning, Digital Channels at TD
Industry Banking
Experience
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

Ali Samimi Ali Samimi Toronto, Canada Area Details
Ali Samimi's CI Investments Inc. – Canada’s Investment Company Experience December 2014 - Present
Job Programmer Analyst at CI Investment
Industry Computer Software
Experience
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

Matt Crew Matt Crew Toronto, Canada Area Details
Matt Crew's CI Investments Inc. – Canada’s Investment Company Experience March 2011 - December 2013
Job Technical Support Analyst at ICES – Institute for Clinical Evaluative Sciences
Industry Information Technology and Services
Experience
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

Sylvie Arrage Sylvie Arrage Montreal, Canada Area Details
Sylvie Arrage's CI Investments Inc. – Canada’s Investment Company Experience September 1999 - August 2000
Job Reinsurance Specialist, Manulife Financial
Industry Financial Services
Experience
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

Michael Zurawski Michael Zurawski Toronto, Canada Area Details
Michael Zurawski's CI Investments Inc. – Canada’s Investment Company Experience October 2014 - Present
Job Business Analyst at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   October 2014 - Present
CI Investments Inc. – Canada’s Investment Company   January 2014 - October 2014
CI Investments Inc.  August 2012 - January 2014
McGill University  January 2009 - June 2009
Radialpoint  May 2007 - December 2007

Skills
Financial Modeling, Financial Analysis, Investments, Mutual Funds

Education
CFA Institute
CFA Candidate

McGill University   2005 — 2010
Bachelor of Engineering (B.Eng.), Electrical Engineering, Minor: Biomedical Engineering

Jennifer Sinclair Jennifer Sinclair Vancouver, Canada Area Details
Jennifer Sinclair's CI Investments Inc. – Canada’s Investment Company Experience March 2015 - Present
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

Julien Dumoulin Julien Dumoulin Toronto, Canada Area Details
Julien Dumoulin's CI Investments Inc. – Canada’s Investment Company Experience May 2015 - Present
Job Bilingual Sales Support Representative at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   May 2015 - Present
CI Investments Inc.  December 2012 - May 2015
Emile Maurin   April 2011 - September 2012
Decathlon Internacional  March 2010 - August 2010
Cefem   July 2008 - January 2009

Skills
AS400 system, Team Management, International Project..., Supply Chain Management, Intercultural..., Global Sourcing, Microsoft Office, Fast Paced Environment, Automotive, Purchasing, French, International Sales, Procurement, Just-in-Time supply, Customer Service, Management

Education
University of Arizona, Eller College of Management   2007 — 2008
Master of Business Administration (MBA)

Université Jean Moulin (Lyon III)   2006 — 2008
Master of International Management, International Business, B

Université du Havre   2005 — 2006
Bachelor's degree, International Relations and Affairs, A

Jane Brayford Jane Brayford Toronto, Canada Area Details
Jane Brayford's CI Investments Inc. – Canada’s Investment Company Experience September 2014 - Present
Job Financial Services Representative at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
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

Elvis Rodrigues Elvis Rodrigues Toronto, Canada Area Details
Elvis Rodrigues's CI Investments Inc. – Canada’s Investment Company Experience February 2015 - 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

Lauren Howe Lauren Howe Toronto, Canada Area Details
Lauren Howe's CI Investments Inc. – Canada’s Investment Company Experience May 2015 - August 2015
Job Industrial Engineering Student & InArena Host for the Toronto Maple Leafs
Industry Mechanical or Industrial Engineering
Experience
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

Bonny Hang Bonny Hang Toronto, Canada Area Details
Bonny Hang's CI Investments Inc. – Canada’s Investment Company Experience January 2006 - August 2006
Job Senior P&L Analyst at Citco Fund Services
Industry Financial Services
Experience
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

Lucas Sawatzky Lucas Sawatzky Toronto, Canada Area Details
Lucas Sawatzky's CI Investments Inc. – Canada’s Investment Company Experience June 2014 - Present
Job Inside Wholesaler at CI Investments Inc. – Canada’s Investment Company
Industry Investment Management
Experience
CI Investments Inc. – Canada’s Investment Company   June 2014 - Present
CI Investments Inc.  July 2013 - June 2014
The College of Physicians and Surgeons of British Columbia   June 2012 - August 2012
Polygon Homes Ltd.  May 2011 - August 2011
Cargill Ltd   May 2010 - June 2010

Skills
Social Media, Sales, Customer Service, Team Leadership, Teamwork, Microsoft Office, Microsoft Word, Leadership, Customer Satisfaction, PowerPoint, Mutual Funds, Customer Management, Market Research, Time Management

Education
McGill University   2009 — 2013
Political Science, History, Marketing

St. Thomas More Collegiate High School   2004 — 2009

Louis Philippe Proulx Louis Philippe Proulx Montreal, Canada Area Details
Louis Philippe Proulx's CI Investments Inc. – Canada’s Investment Company Experience May 2005 - July 2008
Job Associate regional VicePresident at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management  March 2015 - Present
CI Investments Inc.  July 2008 - March 2015
CI Investments Inc. – Canada’s Investment Company   May 2005 - July 2008
Sony Canada  2002 - 2005

Skills
Mutual Funds, CFP (Currently working..., Retirement Planning, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Portfolio Management, Investment Advisory, Investments, Equities, Strategic Financial..., Securities, Wealth, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Wealth Management..., Financial Advisory, Relationship Management, Financial Services, Estate Planning, Investment Management, Bonds, Retirement, Financial Planners

Education
Université du Québec - Ecole de Technologie supérieure
Mechanical Engineering

Joseph Viviani Joseph Viviani Toronto, Canada Area Details
Joseph Viviani's CI Investments Inc. – Canada’s Investment Company Experience July 2015 - Present
Job Senior Service Coordinator at CI Financial
Industry Financial Services
Experience
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

Alexis Chen Alexis Chen Toronto, Canada Area Details
Alexis Chen's CI Investments Inc. – Canada’s Investment Company Experience January 2014 - April 2014
Job Student at University of Toronto
Industry Accounting
Experience
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.)

Ethan (Jinsong) Cheng Ethan (Jinsong) Cheng Toronto, Canada Area Details
Ethan (Jinsong) Cheng's CI Investments Inc. – Canada’s Investment Company Experience June 2014 - Present
Job Programmer Analyst at CI Investments Inc. – Canada’s Investment Company
Industry Staffing and Recruiting
Experience
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

Angel (Kheen) Fraser Angel (Kheen) Fraser Toronto, Canada Area Details
Angel (Kheen) Fraser's CI Investments Inc. – Canada’s Investment Company Experience March 2015 - Present
Job .
Industry Banking
Experience
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

Gaganjit Gill Gaganjit Gill Toronto, Canada Area Details
Gaganjit Gill's CI Investments Inc. – Canada’s Investment Company Experience May 2012 - June 2012
Job Accounting
Industry Accounting
Experience
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

Sean Panchal Sean Panchal Toronto, Canada Area Details
Sean Panchal's CI Investments Inc. – Canada’s Investment Company Experience March 2014 - Present
Job Team Leader at CI Investments Inc. – Canada’s Investment Company
Industry Investment Banking
Experience
CI Investments Inc. – Canada’s Investment Company   March 2014 - Present
CI Investments Inc.  January 2013 - March 2014
Royal Bank of Canada  November 2008 - December 2012
Sheridan College  August 2010 - February 2012
CIty of Mississauga  September 2008 - January 2009

Skills
Financial Planning, Financial Analysis, Strategic Planning, Conflict Resolution, Financial Coaching, Account Management, Personnel Development, Sales, Team Leadership, Strategic Financial..., Personal Development, Analysis, Customer Service, Leadership

Education
McMaster University   2007 — 2008
Bachelor of Arts (B.A.), Political Science and Government

McMaster University   2002 — 2007
Bachelor of Arts (B.A.), Geography

Ankit Kamboj Ankit Kamboj Toronto, Canada Area Details
Ankit Kamboj's CI Investments Inc. – Canada’s Investment Company Experience May 2015 - August 2015
Job HBA Candidate 2016, Ivey Business School
Industry Investment Management
Experience
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

Vilmos Marton Vilmos Marton Toronto, Canada Area Details
Vilmos Marton's CI Investments Inc. – Canada’s Investment Company Experience October 2014 - March 2015
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