CIBC Imperial Service
Description
Address: 5663 Victoria Dr, Vancouver, BC V5P 3W2, Canada Hours: Closed ⋅ Opens 9:30AM Thursday9:30AM–5PMFriday9:30AM–5PMSaturdayClosedSundayClosedMonday9:30AM–5PMTuesday9:30AM–5PMWednesday9:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: British Columbia Phone: (800) 661-7494Place name: : Website: : Category: : : : : Website: https://www.cibc.com/ca/imperial-service/index.html Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CIBC Imperial Service Posting publicly on the Web Write a review Reviews Be the first to review
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CIBC Imperial Service Employees
Employee
Years
Job
Industry
Jack Chang, CFA, FRM Jack Chang, CFA, FRM's CIBC Imperial Service Experience May 2006 - July 2009
Job Founder, Canadian Resources Capital
Industry Financial Services
Experience
Canadian Resources Capital Corporation (Exempt Market Dealer) January 2012 - Present
Zhongguancun Private Equity and Venture Capital Association (ZVCA) 2014 - Present
Empire Industries Ltd. July 2013 - Present
Corvus Energy Ltd. March 2013 - Present
UBS Bank (Canada) July 2009 - January 2012
CIBC Imperial Service May 2006 - July 2009
CIBC Commercial Banking September 2004 - April 2006
GE Capital April 2003 - December 2003
U.S. Department of Commerce September 2001 - December 2001
Skills
Wealth Management, Investments, Banking, Financial Analysis, Portfolio Management, Equities, Private Equity
Education
CFA Institute 2005 — 2008
CFA
Simon Fraser University 1999 — 2004
BBA.Hon, Finance, Marketing & Economics
Global Association of Risk Professionals
FRM, Risk Management
Canadian Resources Capital Corporation (Exempt Market Dealer) January 2012 - Present
Zhongguancun Private Equity and Venture Capital Association (ZVCA) 2014 - Present
Empire Industries Ltd. July 2013 - Present
Corvus Energy Ltd. March 2013 - Present
UBS Bank (Canada) July 2009 - January 2012
CIBC Imperial Service May 2006 - July 2009
CIBC Commercial Banking September 2004 - April 2006
GE Capital April 2003 - December 2003
U.S. Department of Commerce September 2001 - December 2001
Skills
Wealth Management, Investments, Banking, Financial Analysis, Portfolio Management, Equities, Private Equity
Education
CFA Institute 2005 — 2008
CFA
Simon Fraser University 1999 — 2004
BBA.Hon, Finance, Marketing & Economics
Global Association of Risk Professionals
FRM, Risk Management
Jason Peters FCSI, Fellow of FPSC™ Jason Peters FCSI, Fellow of FPSC™'s CIBC Imperial Service Experience January 2000 - February 2006
Job Director at Coast Capital Savings
Industry Banking
Experience
Coast Capital Savings November 2013 - Present
Coast Capital Savings March 2010 - November 2013
HSBC Bank Canada March 2008 - March 2010
HSBC Global Asset Management (Canada) Limited February 2007 - March 2008
HSBC Premier and HSBC Private Banking February 2006 - February 2007
CIBC Imperial Service January 2000 - February 2006
Canada Trust 1996 - 2000
Canada Trust 1996 - 2000
Skills
Banking, Retail Banking, Credit, Investments, Risk Management, Credit Risk, Loans, Portfolio Management, Mortgage Lending, Wealth Management, Credit Analysis, Commercial Banking, Finance, Mutual Funds, Relationship Management
Education
The University of British Columbia 2000 — 2004
Bachelor of Arts (B.A.), Economics
Coast Capital Savings November 2013 - Present
Coast Capital Savings March 2010 - November 2013
HSBC Bank Canada March 2008 - March 2010
HSBC Global Asset Management (Canada) Limited February 2007 - March 2008
HSBC Premier and HSBC Private Banking February 2006 - February 2007
CIBC Imperial Service January 2000 - February 2006
Canada Trust 1996 - 2000
Canada Trust 1996 - 2000
Skills
Banking, Retail Banking, Credit, Investments, Risk Management, Credit Risk, Loans, Portfolio Management, Mortgage Lending, Wealth Management, Credit Analysis, Commercial Banking, Finance, Mutual Funds, Relationship Management
Education
The University of British Columbia 2000 — 2004
Bachelor of Arts (B.A.), Economics
Jennifer Duong, CFP Jennifer Duong, CFP's CIBC Imperial Service Experience May 2011 - September 2013
Job Senior Financial Consultant
Industry Financial Services
Experience
MD Financial Management Gestion financière MD October 2013 - Present
CIBC Imperial Service May 2011 - September 2013
CIBC October 2006 - May 2011
Skills
Wealth Management, Asset Allocation, Banking, Commercial Banking, Credit, Credit Analysis, Customer Service, Finance, Investment Advisory, Investments, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Retail Banking, Retirement Planning, Strategic Financial..., Financial Services, Financial Advisory, Relationship Management, Risk Management, Financial Analysis, Investment Strategies, Retirement, Asset Management, Estate Planning, Securities
Education
The University of British Columbia 2001 — 2005
Arts, International Relations and Affairs - Political Science
MD Financial Management Gestion financière MD October 2013 - Present
CIBC Imperial Service May 2011 - September 2013
CIBC October 2006 - May 2011
Skills
Wealth Management, Asset Allocation, Banking, Commercial Banking, Credit, Credit Analysis, Customer Service, Finance, Investment Advisory, Investments, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Retail Banking, Retirement Planning, Strategic Financial..., Financial Services, Financial Advisory, Relationship Management, Risk Management, Financial Analysis, Investment Strategies, Retirement, Asset Management, Estate Planning, Securities
Education
The University of British Columbia 2001 — 2005
Arts, International Relations and Affairs - Political Science
Alireza Shirvani Alireza Shirvani's CIBC Imperial Service Experience November 2013 - Present
Job Senior Financial Advisor at CIBC imperial service
Industry Banking
Experience
CIBC imperial service November 2013 - Present
CIBC October 2012 - November 2013
CIBC November 2011 - October 2012
Scotiabank November 2010 - October 2011
Skills
Financial Advisory, Banking, Business Strategy, Financial Analysis, Negotiation, Account Management, Marketing Strategy, Strategic Financial..., Market Research, Business Analysis, New Business Development, Sales, Retail Banking, Analysis, Risk Management, Business Planning, Leadership, Forecasting, Financial Planning, Management
Education
. 2009 — 2010
Maastricht School of Management 2008 — 2009
MBA
CIBC imperial service November 2013 - Present
CIBC October 2012 - November 2013
CIBC November 2011 - October 2012
Scotiabank November 2010 - October 2011
Skills
Financial Advisory, Banking, Business Strategy, Financial Analysis, Negotiation, Account Management, Marketing Strategy, Strategic Financial..., Market Research, Business Analysis, New Business Development, Sales, Retail Banking, Analysis, Risk Management, Business Planning, Leadership, Forecasting, Financial Planning, Management
Education
. 2009 — 2010
Maastricht School of Management 2008 — 2009
MBA
Richard Sontz Richard Sontz's CIBC Imperial Service Experience 2008 - 2011
Job Investment Advisor RRC at Wolverton Securities Inc
Industry Financial Services
Experience
Canaccord Genuity Inc. 2011 - April 2014
CIBC Imperial Service 2008 - 2011
CIBC Wood Gundy January 2000 - January 2008
Education
University of Alberta 1984 — 1986
Education
Capilano College 1994 — 1996
Business Administration, Business
Canaccord Genuity Inc. 2011 - April 2014
CIBC Imperial Service 2008 - 2011
CIBC Wood Gundy January 2000 - January 2008
Education
University of Alberta 1984 — 1986
Education
Capilano College 1994 — 1996
Business Administration, Business
Art Nersisyan Art Nersisyan's CIBC Imperial Service Experience October 2014 - Present
Job Senior Financial Advisor CIBC Imperial Service
Industry Banking
Experience
CIBC Imperial Service October 2014 - Present
CIBC February 2013 - October 2014
CIBC October 2011 - January 2013
Investors Group Financial Services Inc. May 2011 - October 2011
Education
Centennial College 2010 — 2011
Certificate, Financial Planning
American University of Armenia 1998 — 2000
MA, Political Science and International Affairs
"Progress" University 1995 — 1997
BS, Law
CIBC Imperial Service October 2014 - Present
CIBC February 2013 - October 2014
CIBC October 2011 - January 2013
Investors Group Financial Services Inc. May 2011 - October 2011
Education
Centennial College 2010 — 2011
Certificate, Financial Planning
American University of Armenia 1998 — 2000
MA, Political Science and International Affairs
"Progress" University 1995 — 1997
BS, Law
Jerome Ong Jerome Ong's CIBC Imperial Service Experience January 2014 - Present
Job Financial Service Associate at CIBCIS
Industry Financial Services
Experience
CIBC Imperial Service January 2014 - Present
CIBC May 2011 - December 2014
NeWest Immigration Consulting January 2011 - December 2014
CIBC October 2012 - January 2013
Education
CFA Institute 2011 — 2014
Finance, Finance, General
St. Thomas University (CA) 2007 — 2010
Bachelor of Arts (BA), Business/Managerial Economics
Canadian Securities Institute
CIBC Imperial Service January 2014 - Present
CIBC May 2011 - December 2014
NeWest Immigration Consulting January 2011 - December 2014
CIBC October 2012 - January 2013
Education
CFA Institute 2011 — 2014
Finance, Finance, General
St. Thomas University (CA) 2007 — 2010
Bachelor of Arts (BA), Business/Managerial Economics
Canadian Securities Institute
Sharon Liu, B.Comm, CFP, CIM, FMA, FCSI Sharon Liu, B.Comm, CFP, CIM, FMA, FCSI's CIBC Imperial Service Experience April 2000 - February 2006
Job Senior Private Banker at TD Wealth
Industry Banking
Experience
TD Wealth July 2013 - Present
HSBC Bank Canada February 2006 - July 2013
CIBC Imperial Service April 2000 - February 2006
Skills
Investments, Strategic Financial..., Credit, Wealth Management..., High Net Worth..., Retirement, Estate Planning, Wealth Management, Finance, Mortgage Lending, Loans, Portfolio Management, Banking
Education
University of Alberta 1997 — 1999
Bachelor of Commerce (B.Com.), Finance, General
TD Wealth July 2013 - Present
HSBC Bank Canada February 2006 - July 2013
CIBC Imperial Service April 2000 - February 2006
Skills
Investments, Strategic Financial..., Credit, Wealth Management..., High Net Worth..., Retirement, Estate Planning, Wealth Management, Finance, Mortgage Lending, Loans, Portfolio Management, Banking
Education
University of Alberta 1997 — 1999
Bachelor of Commerce (B.Com.), Finance, General
Denise M. Levine, CIM, FCSI, CFP, RRC Denise M. Levine, CIM, FCSI, CFP, RRC's CIBC Imperial Service Experience January 1998 - January 2013
Job Investment and Retirement Planner at RBC
Industry Financial Services
Experience
University Women's Club of Vancouver (UWCV) June 2015 - Present
RBC January 2013 - Present
CIBC Imperial Service January 1998 - January 2013
CIBC Imperial Service January 2000 - January 2001
Canadian Bankers Association January 1998 - January 2000
Canadian Securities Institute January 1998 - January 2000
Junior Achievement Canada January 1998 - January 2000
CIBC Securities Inc January 1996 - January 1998
CIBC Securities Inc January 1993 - January 1996
CIBC Securities Inc January 1993 - January 1996
Skills
Coaching, Workshop Facilitation, Financial Goals, Instructional Design, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Portfolio Management, Banking, Leadership Development, Relationship Management, Succession Planning, Retirement, Personal Finance, Financial Advisory, Investment Management, Financial Analysis, Business Development, Training, Asset Allocation, Sales, Small Business, Finance, Leadership, Credit, Strategy, Financial Planning, Public Speaking, Social Networking, Team Building, Financial Risk, Team Leadership
Education
The Canadian Institute of Financial Planning 2009 — 2009
Registered Retirement Consultant (RRC), Retirement Planning and Consulting
Financial Planning Standards Council 2001 — 2001
Certified Financial Planner (CFP), Financial Planning
Canadian Securities Institute 1995 — 2001
Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Portfolio Management
The University of British Columbia 1988 — 1990
Arts, English
University Women's Club of Vancouver (UWCV) June 2015 - Present
RBC January 2013 - Present
CIBC Imperial Service January 1998 - January 2013
CIBC Imperial Service January 2000 - January 2001
Canadian Bankers Association January 1998 - January 2000
Canadian Securities Institute January 1998 - January 2000
Junior Achievement Canada January 1998 - January 2000
CIBC Securities Inc January 1996 - January 1998
CIBC Securities Inc January 1993 - January 1996
CIBC Securities Inc January 1993 - January 1996
Skills
Coaching, Workshop Facilitation, Financial Goals, Instructional Design, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Portfolio Management, Banking, Leadership Development, Relationship Management, Succession Planning, Retirement, Personal Finance, Financial Advisory, Investment Management, Financial Analysis, Business Development, Training, Asset Allocation, Sales, Small Business, Finance, Leadership, Credit, Strategy, Financial Planning, Public Speaking, Social Networking, Team Building, Financial Risk, Team Leadership
Education
The Canadian Institute of Financial Planning 2009 — 2009
Registered Retirement Consultant (RRC), Retirement Planning and Consulting
Financial Planning Standards Council 2001 — 2001
Certified Financial Planner (CFP), Financial Planning
Canadian Securities Institute 1995 — 2001
Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Portfolio Management
The University of British Columbia 1988 — 1990
Arts, English
Franca Palazzo Franca Palazzo's CIBC Imperial Service Experience January 2005 - April 2007
Job Program Development Manager, Research
Industry Think Tanks
Experience
Institute on Governance December 2014 - Present
Palazzo Consulting August 2013 - Present
Toronto Commercial Arbitration Society June 2014 - June 2015
Arbitration Place/ASAP Reporting Services Inc. January 2011 - July 2013
Canadian Medical Association January 2007 - March 2009
Nofrills December 1998 - March 2009
CIBC Imperial Service January 2005 - April 2007
Berkshire Securities Inc 2002 - 2005
Skills
Public Relations, Social Media Marketing, Marketing, Business Development, Event Management, Management, Strategic Communications, Corporate Communications, Intellectual Property, Marketing Communications, Social Media, Online Marketing, New Business Development, Sales, Blogging, Strategy, Digital Marketing, Media Relations, Internal Communications, Marketing Strategy, Digital Media, Email Marketing, Strategic Partnerships, Market Research, Sponsorship, Negotiation, Event Planning, Event Based Marketing, Corporate Events, Business Planning, Integrated Marketing, Marketing Management, Leadership, Strategic Roadmaps, Relationship Management, Building Relationships, Networking, Project Management, Requirements Analysis, Team Building, Budget Monitoring, Quality Assurance, Quality Control, Customer Service, P&L Management, Cost Control, Branding & Identity, Competitive Intelligence, Trend Analysis, Opportunity...
Education
Lean Agility 2014 — 2014
Certificate of Achievement, Lean Government White Belt
Chartered Institute of Arbitrators 2012 — 2012
ACIarb, Introduction to International Arbitration
Canadian Securities 1999 — 2002
Investments and Securities
D'Youville College 1990 — 1991
Teaching Certificate, Education
McMaster University 1986 — 1989
B.A., Political Science
Institute on Governance December 2014 - Present
Palazzo Consulting August 2013 - Present
Toronto Commercial Arbitration Society June 2014 - June 2015
Arbitration Place/ASAP Reporting Services Inc. January 2011 - July 2013
Canadian Medical Association January 2007 - March 2009
Nofrills December 1998 - March 2009
CIBC Imperial Service January 2005 - April 2007
Berkshire Securities Inc 2002 - 2005
Skills
Public Relations, Social Media Marketing, Marketing, Business Development, Event Management, Management, Strategic Communications, Corporate Communications, Intellectual Property, Marketing Communications, Social Media, Online Marketing, New Business Development, Sales, Blogging, Strategy, Digital Marketing, Media Relations, Internal Communications, Marketing Strategy, Digital Media, Email Marketing, Strategic Partnerships, Market Research, Sponsorship, Negotiation, Event Planning, Event Based Marketing, Corporate Events, Business Planning, Integrated Marketing, Marketing Management, Leadership, Strategic Roadmaps, Relationship Management, Building Relationships, Networking, Project Management, Requirements Analysis, Team Building, Budget Monitoring, Quality Assurance, Quality Control, Customer Service, P&L Management, Cost Control, Branding & Identity, Competitive Intelligence, Trend Analysis, Opportunity...
Education
Lean Agility 2014 — 2014
Certificate of Achievement, Lean Government White Belt
Chartered Institute of Arbitrators 2012 — 2012
ACIarb, Introduction to International Arbitration
Canadian Securities 1999 — 2002
Investments and Securities
D'Youville College 1990 — 1991
Teaching Certificate, Education
McMaster University 1986 — 1989
B.A., Political Science
Pierre Bernier's CIBC Imperial Service Experience January 2001 - May 2005
Job Financial Consultant at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group May 2005 - Present
CIBC Imperial Service January 2001 - May 2005
TD Canada Trust October 1991 - December 2000
Skills
Financial Planning, Estate Planning, Investments, Retirement Planning, Wealth Management, Retirement, Trusts, Probate, Strategic Financial..., Finance, Investment Advisory, Financial Services, Certified Financial..., Securities, Banking, Investment Strategies, Mutual Funds, Portfolio Management, Private Banking, Retail Banking, Wealth, Wealth Management...
Education
Concordia University 1989 — 1994
BA, Poli. Sci. and Bus. Studies
Scotia Private Client Group May 2005 - Present
CIBC Imperial Service January 2001 - May 2005
TD Canada Trust October 1991 - December 2000
Skills
Financial Planning, Estate Planning, Investments, Retirement Planning, Wealth Management, Retirement, Trusts, Probate, Strategic Financial..., Finance, Investment Advisory, Financial Services, Certified Financial..., Securities, Banking, Investment Strategies, Mutual Funds, Portfolio Management, Private Banking, Retail Banking, Wealth, Wealth Management...
Education
Concordia University 1989 — 1994
BA, Poli. Sci. and Bus. Studies
Jason Oickle Jason Oickle's CIBC Imperial Service Experience November 2005 - June 2008
Job Senior Officer, Approvals and Precedents at Office of the Superintendent of Financial Institutions of Canada
Industry Government Administration
Experience
Office of the Superintendent of Financial Institutions of Canada June 2008 - Present
CIBC Imperial Service November 2005 - June 2008
TD Canada Trust December 2004 - November 2005
TD Waterhouse January 2004 - December 2004
TD Canada Trust March 2000 - January 2004
Skills
Financial Analysis, Credit Risk, Credit, Banking, Securities, Financial Risk, Investments, Asset Managment, Strategic Financial..., Governance, Credit Analysis, Policy
Education
University of Ottawa 2000 — 2003
Commerce, Finance
Hillcrest 1995 — 1999
diploma
Office of the Superintendent of Financial Institutions of Canada June 2008 - Present
CIBC Imperial Service November 2005 - June 2008
TD Canada Trust December 2004 - November 2005
TD Waterhouse January 2004 - December 2004
TD Canada Trust March 2000 - January 2004
Skills
Financial Analysis, Credit Risk, Credit, Banking, Securities, Financial Risk, Investments, Asset Managment, Strategic Financial..., Governance, Credit Analysis, Policy
Education
University of Ottawa 2000 — 2003
Commerce, Finance
Hillcrest 1995 — 1999
diploma
E.J. (Ted) Yule E.J. (Ted) Yule's CIBC Imperial Service Experience December 2013 - Present
Job Financial Advisor at CIBC Imperial Service
Industry Financial Services
Experience
CIBC Imperial Service December 2013 - Present
Global Maxfin Investments Inc. January 2013 - December 2013
Sun Life Financial November 2011 - December 2012
Professional Investment Services (Canada) Inc. April 2006 - September 2010
Generation Financial Corp. 2003 - April 2006
Skills
Mutual Funds, Retirement Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Estate Planning, Insurance, Variable Annuities, Investment Advisory, Financial Advisory, Investment Strategies, Financial Services, Fixed Annuities, Securities, Financial Planning
Education
The University of Western Ontario
B.Mus (Hon), Music Education
University of Regina
B.Ed., Secondary Education and Teaching
CIBC Imperial Service December 2013 - Present
Global Maxfin Investments Inc. January 2013 - December 2013
Sun Life Financial November 2011 - December 2012
Professional Investment Services (Canada) Inc. April 2006 - September 2010
Generation Financial Corp. 2003 - April 2006
Skills
Mutual Funds, Retirement Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Estate Planning, Insurance, Variable Annuities, Investment Advisory, Financial Advisory, Investment Strategies, Financial Services, Fixed Annuities, Securities, Financial Planning
Education
The University of Western Ontario
B.Mus (Hon), Music Education
University of Regina
B.Ed., Secondary Education and Teaching
Bhreagh McCulloch's CIBC Imperial Service Experience January 2011 - April 2012
Job Marketing Associate, Value Add Programs, Product & Advisor Services at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management June 2013 - Present
Tiffany & Co. November 2011 - January 2014
Mackenzie Investments April 2012 - May 2013
CIBC Imperial Service January 2011 - April 2012
L.O.L. Comedy Group January 2010 - December 2010
CIBC May 2008 - December 2010
Skills
Event Planning, Advertising, Marketing, Customer Service, Event Management, Marketing Communications, Sales, Social Media Marketing, Time Management, Social Media, Public Relations
Education
Ryerson University 2010 — 2012
Event Management Certificate Program
George Brown College 2010 — 2010
Post - Graduate Certificate, Sport and Event Marketing
Trent University 2005 — 2009
BBA, Honours Bachelor of Business Administration
CIBC Asset Management June 2013 - Present
Tiffany & Co. November 2011 - January 2014
Mackenzie Investments April 2012 - May 2013
CIBC Imperial Service January 2011 - April 2012
L.O.L. Comedy Group January 2010 - December 2010
CIBC May 2008 - December 2010
Skills
Event Planning, Advertising, Marketing, Customer Service, Event Management, Marketing Communications, Sales, Social Media Marketing, Time Management, Social Media, Public Relations
Education
Ryerson University 2010 — 2012
Event Management Certificate Program
George Brown College 2010 — 2010
Post - Graduate Certificate, Sport and Event Marketing
Trent University 2005 — 2009
BBA, Honours Bachelor of Business Administration
Bill McNeil, B.Comm, PFP, AICB's CIBC Imperial Service Experience September 2010 - May 2013
Job Senior Wealth Advisor at Meridian Credit Union
Industry Investment Management
Experience
Meridian Credit Union November 2013 - Present
CIBC Imperial Service September 2010 - May 2013
CSI Global Education Inc. July 2011 - February 2012
Lowe's November 2009 - September 2010
Fanshawe College January 2007 - May 2007
ScotiaMcLeod December 2003 - February 2007
RBC July 1990 - December 2003
Skills
Financial Planning, Investments, Retirement Planning, Banking, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Wealth, Retirement, Financial Advisory, Residential Mortgages, Asset Allocation, Financial Services, Fixed Annuities, Insurance, Asset Management, Finance, Relationship Management, Credit Risk, Investment Management, Estate Planning, Pensions, Mortgage Lending, Equities, Credit, Loans, Commercial Lending, Financial Analysis, Risk Management, Credit Analysis, Retail Banking, Refinance, Critical Illness, Investment Strategies, Financial Planners, Business Planning, Bonds, Management, Securities, Investment Advisory, Leadership, Alternative Investments, Consumer Lending
Education
Financial Planning Standards Council
FPSC Level 1 Certification in Financial Planning
McMaster University 1986 — 1990
B.Comm
Arnprior District High School 1982 — 1986
Meridian Credit Union November 2013 - Present
CIBC Imperial Service September 2010 - May 2013
CSI Global Education Inc. July 2011 - February 2012
Lowe's November 2009 - September 2010
Fanshawe College January 2007 - May 2007
ScotiaMcLeod December 2003 - February 2007
RBC July 1990 - December 2003
Skills
Financial Planning, Investments, Retirement Planning, Banking, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Wealth, Retirement, Financial Advisory, Residential Mortgages, Asset Allocation, Financial Services, Fixed Annuities, Insurance, Asset Management, Finance, Relationship Management, Credit Risk, Investment Management, Estate Planning, Pensions, Mortgage Lending, Equities, Credit, Loans, Commercial Lending, Financial Analysis, Risk Management, Credit Analysis, Retail Banking, Refinance, Critical Illness, Investment Strategies, Financial Planners, Business Planning, Bonds, Management, Securities, Investment Advisory, Leadership, Alternative Investments, Consumer Lending
Education
Financial Planning Standards Council
FPSC Level 1 Certification in Financial Planning
McMaster University 1986 — 1990
B.Comm
Arnprior District High School 1982 — 1986
Vee Ramburn Vee Ramburn's CIBC Imperial Service Experience May 1998 - July 2003
Job at Sandoz, Territory Sales Manager Retail Division
Industry Pharmaceuticals
Experience
Sandoz January 2015 - Present
DUCA Financial Services Credit Union Ltd. January 2013 - January 2015
DUCA Financial Services Credit Union Ltd. November 2011 - December 2012
CRI Canada January 2011 - November 2011
Genworth Financial Canada July 2007 - December 2010
London Life - Freedom 55 December 2005 - July 2007
Clarica Financial Services (Sunlife Financial) August 2003 - December 2005
CIBC - Imperial Service May 1998 - July 2003
Rona/Cashway June 1993 - April 1998
Skills
Mortgage Lending, Commercial Lending, Training, Credit, Investments, Refinance, Insurance, Banking, Loans, Mutual Funds, Handle Multiple..., Credit Risk, Business Development, Finance, Strategic Financial..., Retirement Planning, Organizational..., Underwriting, Debt Consolidation, Friendly Personality, Life Insurance, Portfolio Management, Educational Leadership, Residential Mortgages, Retail Banking, Coaching, Passion for Helping..., Integrity Management, Community Outreach, Customer Service, Wealth Management, Financial Analysis, Learning Management, Relationship Management, Sales Management, Mortgage Banking, Product Development, Commercial Mortgages, Financial Services, Strategic Planning, Risk Management, Credit Analysis, Mortgage Underwriting, Financial Risk, Consumer Lending, Team Leadership, Non-profit Volunteer, Peer Mentoring, Sales, Professional Mentoring
Education
Brock University
Honours, Business Administration
Niagara College
Post Graduate Diploma, Computer Networking Operations
Sandoz January 2015 - Present
DUCA Financial Services Credit Union Ltd. January 2013 - January 2015
DUCA Financial Services Credit Union Ltd. November 2011 - December 2012
CRI Canada January 2011 - November 2011
Genworth Financial Canada July 2007 - December 2010
London Life - Freedom 55 December 2005 - July 2007
Clarica Financial Services (Sunlife Financial) August 2003 - December 2005
CIBC - Imperial Service May 1998 - July 2003
Rona/Cashway June 1993 - April 1998
Skills
Mortgage Lending, Commercial Lending, Training, Credit, Investments, Refinance, Insurance, Banking, Loans, Mutual Funds, Handle Multiple..., Credit Risk, Business Development, Finance, Strategic Financial..., Retirement Planning, Organizational..., Underwriting, Debt Consolidation, Friendly Personality, Life Insurance, Portfolio Management, Educational Leadership, Residential Mortgages, Retail Banking, Coaching, Passion for Helping..., Integrity Management, Community Outreach, Customer Service, Wealth Management, Financial Analysis, Learning Management, Relationship Management, Sales Management, Mortgage Banking, Product Development, Commercial Mortgages, Financial Services, Strategic Planning, Risk Management, Credit Analysis, Mortgage Underwriting, Financial Risk, Consumer Lending, Team Leadership, Non-profit Volunteer, Peer Mentoring, Sales, Professional Mentoring
Education
Brock University
Honours, Business Administration
Niagara College
Post Graduate Diploma, Computer Networking Operations
Aamir Motiwala's CIBC Imperial Service Experience April 2000 - January 2002
Job Lead Business Analyst at Algorithmics
Industry Computer Software
Experience
Algorithmics, an IBM Company March 2011 - Present
HUM SECURITIES LIMITED August 2005 - September 2010
Habib Metropolitan Bank (Subsidiary of AG Zurich) March 2002 - June 2005
CIBC Imperial Service April 2000 - January 2002
MERRILL LYNCH CANADA INC July 1999 - March 2000
Habib Bank AG Zurich August 1995 - December 1996
Skills
Derivatives, Financial Modeling, Risk Management, Asset Management, Valuation, FX, Economics, Indexing, Equities, Securities, Portfolio Management, Investments, Capital Markets, Financial Markets, Business Analysis, Financial Planning, Risk, Wealth Management, Financial Analysis, Corporate Finance, Options
Education
York University - Schulich School of Business 1997 — 1998
Master of Business Administration, Finance and Investment Management
The University of Texas at Arlington 1992 — 1995
BBA, Bachelor of Business Administration - Marketing
English Medium School 1979 — 1989
Algorithmics, an IBM Company March 2011 - Present
HUM SECURITIES LIMITED August 2005 - September 2010
Habib Metropolitan Bank (Subsidiary of AG Zurich) March 2002 - June 2005
CIBC Imperial Service April 2000 - January 2002
MERRILL LYNCH CANADA INC July 1999 - March 2000
Habib Bank AG Zurich August 1995 - December 1996
Skills
Derivatives, Financial Modeling, Risk Management, Asset Management, Valuation, FX, Economics, Indexing, Equities, Securities, Portfolio Management, Investments, Capital Markets, Financial Markets, Business Analysis, Financial Planning, Risk, Wealth Management, Financial Analysis, Corporate Finance, Options
Education
York University - Schulich School of Business 1997 — 1998
Master of Business Administration, Finance and Investment Management
The University of Texas at Arlington 1992 — 1995
BBA, Bachelor of Business Administration - Marketing
English Medium School 1979 — 1989
Brad D. Mol Brad D. Mol's CIBC Imperial Service Experience 2003 - 2005
Job VP, Wealth Advisor at TriDelta Financial Partners
Industry Financial Services
Experience
TriDelta Financial 2008 - Present
RBC Wealth Managment 2005 - 2008
CIBC Imperial Service 2003 - 2005
Fidelity Investments 1999 - 2003
Education
York University 2000 — 2002
Economics
Sheridan College 1996 — 1999
BA, Accounting
TriDelta Financial 2008 - Present
RBC Wealth Managment 2005 - 2008
CIBC Imperial Service 2003 - 2005
Fidelity Investments 1999 - 2003
Education
York University 2000 — 2002
Economics
Sheridan College 1996 — 1999
BA, Accounting
John Lombard CFA, CFP John Lombard CFA, CFP's CIBC Imperial Service Experience December 2001 - February 2004
Job Associate Portfolio Manager at MacDougall, MacDougall and MacTier, Inc.
Industry Financial Services
Experience
MacDougall, MacDougall and MacTier, Inc. July 2015 - Present
Watt Carmichael Inc. May 2013 - July 2015
Manulife Securities Incorporated November 2011 - April 2013
TD Waterhouse February 2009 - November 2011
Wellington West Capital December 2007 - February 2009
Clearsight Wealth Management February 2004 - December 2006
CIBC Imperial Service December 2001 - February 2004
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Investment Strategies, Trading, Wealth, Financial Services, Strategic Planning, Small Business, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
University of North Texas 1978 — 1982
Bachelor of Education, Honours
MacDougall, MacDougall and MacTier, Inc. July 2015 - Present
Watt Carmichael Inc. May 2013 - July 2015
Manulife Securities Incorporated November 2011 - April 2013
TD Waterhouse February 2009 - November 2011
Wellington West Capital December 2007 - February 2009
Clearsight Wealth Management February 2004 - December 2006
CIBC Imperial Service December 2001 - February 2004
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Investment Strategies, Trading, Wealth, Financial Services, Strategic Planning, Small Business, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
University of North Texas 1978 — 1982
Bachelor of Education, Honours
Monique Telmosse, CFP® Monique Telmosse, CFP®'s CIBC Imperial Service Experience January 2000 - June 2007
Job Senior Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth, (division of Scotia Capital Inc.) June 2007 - Present
CIBC Imperial Service January 2000 - June 2007
The Retirement Option Group 1997 - 1999
Wood Gundy Private Client Investments 1996 - 1997
The Retirement Option Group 1994 - 1995
Natcan Investment Management 1992 - 1993
Monique Telmosse Consulting 1989 - 1992
SEI Montreal November 1984 - 1989
Education
Université de Sherbrooke 1972 — 1975
BA, Administration
HollisWealth, (division of Scotia Capital Inc.) June 2007 - Present
CIBC Imperial Service January 2000 - June 2007
The Retirement Option Group 1997 - 1999
Wood Gundy Private Client Investments 1996 - 1997
The Retirement Option Group 1994 - 1995
Natcan Investment Management 1992 - 1993
Monique Telmosse Consulting 1989 - 1992
SEI Montreal November 1984 - 1989
Education
Université de Sherbrooke 1972 — 1975
BA, Administration
Deborah Desforges Deborah Desforges's CIBC Imperial Service Experience January 2000 - March 2011
Job Private Wealth Advisor,BMO Harris Private Bank
Industry Financial Services
Experience
RBC Dominion Securities March 2011 - June 2013
CIBC April 2000 - April 2011
CIBC Imperial Service January 2000 - March 2011
Canada Trust September 1994 - March 2000
Canada Trust October 1985 - January 1994
Skills
Financial Planning, Investments
Education
Algonquin College of Applied Arts and Technology 1983 — 1985
Business Finance, Business
OAS Ecole Secondaire Garneau
Algonquin College, Ottawa
RBC Dominion Securities March 2011 - June 2013
CIBC April 2000 - April 2011
CIBC Imperial Service January 2000 - March 2011
Canada Trust September 1994 - March 2000
Canada Trust October 1985 - January 1994
Skills
Financial Planning, Investments
Education
Algonquin College of Applied Arts and Technology 1983 — 1985
Business Finance, Business
OAS Ecole Secondaire Garneau
Algonquin College, Ottawa
David Dai CFP®'s CIBC Imperial Service Experience October 2004 - October 2007
Job Architect for your Retirement and Legacy Planning
Industry Financial Services
Experience
Investors Group Financial Services Inc. November 2007 - Present
CIBC Imperial Service October 2004 - October 2007
HSBC Bank Canada March 2003 - October 2004
Grammy Technology Ltd September 1998 - April 2002
Protron Consultants Ltd September 1995 - August 1998
HSBC Bank Hong Kong August 1993 - August 1995
Skills
Small Business, Banking, Prefessional..., Retirement, Employee Benefits, Investment Strategies, Personal Finance, Financial Services, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Financial Planners, Investments, Finance, Tax, Financial Advisory, Wealth, Pensions, Relationship Management, Financial Planning, Financial Analysis, Strategic Planning, Portfolio Management, Risk Management, Asset Management
Education
Canadian Securities Institute 2003 — 2009
CSC & PFPC, Canadian Seurities Course
Senea College 2004 — 2007
College Degree, Finanial Planning Course
Guangzhou University 1987 — 1990
College Degree, Computer Science
Investors Group Financial Services Inc. November 2007 - Present
CIBC Imperial Service October 2004 - October 2007
HSBC Bank Canada March 2003 - October 2004
Grammy Technology Ltd September 1998 - April 2002
Protron Consultants Ltd September 1995 - August 1998
HSBC Bank Hong Kong August 1993 - August 1995
Skills
Small Business, Banking, Prefessional..., Retirement, Employee Benefits, Investment Strategies, Personal Finance, Financial Services, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Financial Planners, Investments, Finance, Tax, Financial Advisory, Wealth, Pensions, Relationship Management, Financial Planning, Financial Analysis, Strategic Planning, Portfolio Management, Risk Management, Asset Management
Education
Canadian Securities Institute 2003 — 2009
CSC & PFPC, Canadian Seurities Course
Senea College 2004 — 2007
College Degree, Finanial Planning Course
Guangzhou University 1987 — 1990
College Degree, Computer Science
Jeffrey Haggerty Jeffrey Haggerty's CIBC Imperial Service Experience May 2004 - March 2006
Job Financial Planning Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2012 - Present
Sun Life Financial, Edmonton, AB June 2007 - February 2012
BMO Bank of Montreal March 2006 - June 2007
CIBC Imperial Service May 2004 - March 2006
TD Canada Trust February 2003 - May 2004
TD Canada Trust September 2001 - February 2003
TD Waterhouse Investor Services September 2000 - September 2001
Skills
Mutual Funds, Wealth Management, Financial Advisory, Investments, Retirement Planning, Strategic Financial..., Financial Planners, Portfolio Management, Investment Strategies, Financial Services, Finance, Securities, Estate Planning, Financial Planning, High Net Worth..., Investment Advisory, Retirement
Education
University of Alberta 1995 — 2000
BSc., Psychology, Chemistry
University of Alberta 1994 — 1999
Bachelor of Science (BSc), Psychology
Louis St. Laurent High School
Advanced High School Diploma with Honours; Bachelor of Science, Psychology; Chemistry
RBC Wealth Management February 2012 - Present
Sun Life Financial, Edmonton, AB June 2007 - February 2012
BMO Bank of Montreal March 2006 - June 2007
CIBC Imperial Service May 2004 - March 2006
TD Canada Trust February 2003 - May 2004
TD Canada Trust September 2001 - February 2003
TD Waterhouse Investor Services September 2000 - September 2001
Skills
Mutual Funds, Wealth Management, Financial Advisory, Investments, Retirement Planning, Strategic Financial..., Financial Planners, Portfolio Management, Investment Strategies, Financial Services, Finance, Securities, Estate Planning, Financial Planning, High Net Worth..., Investment Advisory, Retirement
Education
University of Alberta 1995 — 2000
BSc., Psychology, Chemistry
University of Alberta 1994 — 1999
Bachelor of Science (BSc), Psychology
Louis St. Laurent High School
Advanced High School Diploma with Honours; Bachelor of Science, Psychology; Chemistry
Claire VanBlarcom Claire VanBlarcom's CIBC Imperial Service Experience September 1999 - January 2010
Job Associate Portfolio Manager & Wealth Advisor
Industry Investment Management
Experience
RBC Dominion Securities January 2010 - Present
CIBC Imperial service September 1999 - January 2010
Scotiabank June 1989 - August 1999
Skills
CFP, CIM, FMA, RRC, Investment Advisory, Investment Strategies, ETFs, Wealth Management, High Net Worth..., Retirement Planning, Wealth Management..., Asset Allocation, Portfolio Management, Investment Management, Investments, Strategic Financial..., Financial Services, Finance, Alternative Investments, Retirement, Asset Management, Financial Planning
Education
Acadia University 1985 — 1989
BA, Psychology
RBC Dominion Securities January 2010 - Present
CIBC Imperial service September 1999 - January 2010
Scotiabank June 1989 - August 1999
Skills
CFP, CIM, FMA, RRC, Investment Advisory, Investment Strategies, ETFs, Wealth Management, High Net Worth..., Retirement Planning, Wealth Management..., Asset Allocation, Portfolio Management, Investment Management, Investments, Strategic Financial..., Financial Services, Finance, Alternative Investments, Retirement, Asset Management, Financial Planning
Education
Acadia University 1985 — 1989
BA, Psychology
Glen P. Ward BA, BSc. Glen P. Ward BA, BSc.'s CIBC Imperial Service Experience 2000 - 2001
Job Broker Owner Verico AMC
Industry Financial Services
Experience
Verico AMC Atlantic Mortgage Consultants (Ethical Mortgages) May 2012 - Present
Wrangled Property Management February 1998 - Present
Cornwell Point Community Association July 1990 - Present
Shediac Bay Boat House February 2009 - May 2015
MBAAC (Mortgage Brokers Association of Atlantic Canada) November 2011 - January 2015
Mortgage Architects August 2010 - May 2012
Invis April 2007 - May 2010
GE Mortgage Insurance/ Genworth 2001 - 2007
CIBC Imperial Service 2000 - 2001
RBC Royal Trust 1995 - 2000
Skills
Residential Mortgages, Refinance, Mortgage Lending, Debt Consolidation, Commercial Mortgages, First Time Home Buyers, Investment Properties, Loans, Credit, Real Estate Financing, Certified Mortgage..., Rates, Investments, Real Estate, Brokerage, Mortgage Underwriting, Reverse Mortgages, Construction Loans
Education
Dalhousie University 1992 — 1997
Bachelor of Science (B.Sc.), Psychology
Dalhousie University 1992 — 1995
BA,, Philosophy
QEH
Verico AMC Atlantic Mortgage Consultants (Ethical Mortgages) May 2012 - Present
Wrangled Property Management February 1998 - Present
Cornwell Point Community Association July 1990 - Present
Shediac Bay Boat House February 2009 - May 2015
MBAAC (Mortgage Brokers Association of Atlantic Canada) November 2011 - January 2015
Mortgage Architects August 2010 - May 2012
Invis April 2007 - May 2010
GE Mortgage Insurance/ Genworth 2001 - 2007
CIBC Imperial Service 2000 - 2001
RBC Royal Trust 1995 - 2000
Skills
Residential Mortgages, Refinance, Mortgage Lending, Debt Consolidation, Commercial Mortgages, First Time Home Buyers, Investment Properties, Loans, Credit, Real Estate Financing, Certified Mortgage..., Rates, Investments, Real Estate, Brokerage, Mortgage Underwriting, Reverse Mortgages, Construction Loans
Education
Dalhousie University 1992 — 1997
Bachelor of Science (B.Sc.), Psychology
Dalhousie University 1992 — 1995
BA,, Philosophy
QEH
Joseph Pace, PFP's CIBC Imperial Service Experience July 2001 - September 2007
Job Investment Specialist at Scotia Bank
Industry Banking
Experience
Scotiabank November 2014 - Present
Royal Bank of Canada September 2008 - November 2014
TD Waterhouse September 2006 - September 2007
CIBC Imperial Service July 2001 - September 2007
CBC Wood Gundy September 1998 - July 2001
Metro Region Conservation Authority August 1991 - March 1998
Rothmans, Benson and Hedges Inc. June 1978 - March 1991
Skills
Banking, Credit, Mortgage Lending, Retail Banking, Commercial Banking, Wealth Management, Loans, Strategic Financial..., Investments, Mutual Funds, Credit Analysis, Residential Mortgages, Risk Management, Consumer Lending, Financial Analysis, Relationship Management, Small Business Lending, Branch Banking, Customer Service, Strategic Planning, Retirement Planning, Finance
Education
Ryerson University
Bachelor's of Business Management
Scotiabank November 2014 - Present
Royal Bank of Canada September 2008 - November 2014
TD Waterhouse September 2006 - September 2007
CIBC Imperial Service July 2001 - September 2007
CBC Wood Gundy September 1998 - July 2001
Metro Region Conservation Authority August 1991 - March 1998
Rothmans, Benson and Hedges Inc. June 1978 - March 1991
Skills
Banking, Credit, Mortgage Lending, Retail Banking, Commercial Banking, Wealth Management, Loans, Strategic Financial..., Investments, Mutual Funds, Credit Analysis, Residential Mortgages, Risk Management, Consumer Lending, Financial Analysis, Relationship Management, Small Business Lending, Branch Banking, Customer Service, Strategic Planning, Retirement Planning, Finance
Education
Ryerson University
Bachelor's of Business Management
Nora Abou Assi's CIBC Imperial Service Experience December 2014 - Present
Job FSA CIBC Imperial Service
Industry Banking
Experience
CIBC Imperial Service December 2014 - Present
CIBC April 2013 - November 2014
Hudson's Bay Company June 2012 - March 2013
Hudson's Bay Company September 2011 - June 2012
Skills
Customer Satisfaction, Microsoft Excel, Training, Microsoft Word, Coaching, Leadership, Team Management, Teamwork, Microsoft Office, Banking, Customer Service
Education
American University College of Science and Technology
Bachelor of Business Administration (B.B.A.)
CIBC Imperial Service December 2014 - Present
CIBC April 2013 - November 2014
Hudson's Bay Company June 2012 - March 2013
Hudson's Bay Company September 2011 - June 2012
Skills
Customer Satisfaction, Microsoft Excel, Training, Microsoft Word, Coaching, Leadership, Team Management, Teamwork, Microsoft Office, Banking, Customer Service
Education
American University College of Science and Technology
Bachelor of Business Administration (B.B.A.)
Lee Raito, CFP, FMA Lee Raito, CFP, FMA's CIBC Imperial Service Experience January 2001 - May 2004
Job Regional Vice President at MD Financial Management
Industry Investment Management
Experience
MD Financial Management Gestion financière MD August 2014 - Present
Great-West Life March 2013 - August 2014
RBC Asset Management January 2007 - February 2013
Manulife Bank of Canada May 2004 - January 2007
CIBC Imperial Service January 2001 - May 2004
Freedom 55 Financial December 1997 - January 2001
Skills
Strategic Financial..., Banking, Estate Planning, Internet Strategy, Email Marketing, Social Media, Certified Financial..., Wordpress, Guitarist, Singer-songwriter, Product Launch, Creative Writing, Persuasive Presentations, Canadian Securities..., Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Retirement, Insurance, Alternative Investments, Relationship Management, Strategy, High Net Worth..., Asset Allocation, Financial Services, Wealth, Wealth Management..., Financial Advisory, Investment Management, Pensions, Financial Planners, Finance, Portfolio Management, Financial Planning
Education
University of Manitoba
MD Financial Management Gestion financière MD August 2014 - Present
Great-West Life March 2013 - August 2014
RBC Asset Management January 2007 - February 2013
Manulife Bank of Canada May 2004 - January 2007
CIBC Imperial Service January 2001 - May 2004
Freedom 55 Financial December 1997 - January 2001
Skills
Strategic Financial..., Banking, Estate Planning, Internet Strategy, Email Marketing, Social Media, Certified Financial..., Wordpress, Guitarist, Singer-songwriter, Product Launch, Creative Writing, Persuasive Presentations, Canadian Securities..., Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Retirement, Insurance, Alternative Investments, Relationship Management, Strategy, High Net Worth..., Asset Allocation, Financial Services, Wealth, Wealth Management..., Financial Advisory, Investment Management, Pensions, Financial Planners, Finance, Portfolio Management, Financial Planning
Education
University of Manitoba
Enrico Etauri Enrico Etauri's CIBC Imperial Service Experience 1994 - 2002
Job Buyer/Product Developer at Eemage consulting
Industry Apparel & Fashion
Experience
Eemage consulting 2008 - Present
Aldo Group November 2004 - July 2007
Le Chateau January 2004 - November 2006
CIBC Imperial Service 1994 - 2002
Skills
Forecasting, Pricing, Trend Analysis, Budgets, Marketing Strategy, Analysis, Business Development, Trend, Project Planning, Coaching, Sourcing, Customer Service, Merchandising, Fashion, Management, Retail, Negotiation, Product Development
Education
McGill University 1992 — 1997
Human Resources Management, Human Resources Management and Services, B
Dawson College
Social Science
Eemage consulting 2008 - Present
Aldo Group November 2004 - July 2007
Le Chateau January 2004 - November 2006
CIBC Imperial Service 1994 - 2002
Skills
Forecasting, Pricing, Trend Analysis, Budgets, Marketing Strategy, Analysis, Business Development, Trend, Project Planning, Coaching, Sourcing, Customer Service, Merchandising, Fashion, Management, Retail, Negotiation, Product Development
Education
McGill University 1992 — 1997
Human Resources Management, Human Resources Management and Services, B
Dawson College
Social Science
riccardo cristiano's CIBC Imperial Service Experience January 2000 - Present
Job Senior Financial Advisor at CIBC
Industry Investment Banking
Experience
CIBC IMPERIAL SERVICE January 2000 - Present
BMO HARRIS PRIVATE BANKING January 1997 - January 2000
Skills
Investments, Finance, Credit, Loans, Mortgage Lending, Portfolio Management, Wealth Management, Banking, Mutual Funds, Equities
Education
Concordia University 1994 — 1998
Bachelor of Commerce (B.Com.), Finance, General
vanier college
CIBC IMPERIAL SERVICE January 2000 - Present
BMO HARRIS PRIVATE BANKING January 1997 - January 2000
Skills
Investments, Finance, Credit, Loans, Mortgage Lending, Portfolio Management, Wealth Management, Banking, Mutual Funds, Equities
Education
Concordia University 1994 — 1998
Bachelor of Commerce (B.Com.), Finance, General
vanier college
Russ Mann Russ Mann's CIBC Imperial Service Experience 1995 - November 2009
Job Executive Director at Pro Coro Society Edmonton
Industry Music
Experience
Pro Coro Society - Edmonton December 2010 - Present
Rotary Club of Edmonton 1990 - 2013
Rotary District 5370 2005 - 2011
CIBC Imperial Service 1995 - November 2009
Skills
Public Speaking, Non-profits, Fundraising, Volunteer Management, Strategic Financial..., Strategic Planning, Team Building, Budgets, Nonprofits, Leadership Development, New Business Development, Leadership, Organizational..., Management, Event Planning, Entrepreneurship, Event Management, Public Relations, Program Development, Coaching, Community Development, Policy, Community Outreach, Grant Writing, Training, Small Business, Program Management, Project Planning, Management Consulting, Staff Development, Government, Business Planning, Philanthropy, Team Leadership, Social Networking, Workshop Facilitation, Social Media
Education
University of Alberta
Batchelor of Arts
Pro Coro Society - Edmonton December 2010 - Present
Rotary Club of Edmonton 1990 - 2013
Rotary District 5370 2005 - 2011
CIBC Imperial Service 1995 - November 2009
Skills
Public Speaking, Non-profits, Fundraising, Volunteer Management, Strategic Financial..., Strategic Planning, Team Building, Budgets, Nonprofits, Leadership Development, New Business Development, Leadership, Organizational..., Management, Event Planning, Entrepreneurship, Event Management, Public Relations, Program Development, Coaching, Community Development, Policy, Community Outreach, Grant Writing, Training, Small Business, Program Management, Project Planning, Management Consulting, Staff Development, Government, Business Planning, Philanthropy, Team Leadership, Social Networking, Workshop Facilitation, Social Media
Education
University of Alberta
Batchelor of Arts
Goldsmith Robert Goldsmith Robert's CIBC Imperial Service Experience 1999 - Present
Job Financial Adviser at CIBC
Industry Banking
Experience
CIBC January 1999 - Present
CIBC Imperial Service 1999 - Present
CIBC Mortgages 1979 - Present
Skills
Mortgage Lending
Education
Okanagan College 1977 — 1979
BA
FPSC
CFP, financial advise
CIBC January 1999 - Present
CIBC Imperial Service 1999 - Present
CIBC Mortgages 1979 - Present
Skills
Mortgage Lending
Education
Okanagan College 1977 — 1979
BA
FPSC
CFP, financial advise
Peeyoosh Sharma, CFA Peeyoosh Sharma, CFA's CIBC Imperial Service Experience April 2004 - March 2011
Job Investment Funds Advisor at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management June 2012 - Present
RBC Royal Bank January 2011 - June 2012
CIBC Imperial Service April 2004 - March 2011
IBM Canada Ltd. 2003 - 2004
Intertan 2003 - 2004
Reliance Infocomm 2002 - 2004
GlaxoSmithKline 1999 - 2002
Tradeindia.com - Infocom Network Ltd 1998 - 1999
Skills
Sales, Wealth Management, Mutual Funds, Banking, Investments, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Investment Strategies, Equities, Fixed Income
Education
CFA institute 2011 — 2013
Chartered Financial Analyst
SGRRITS, Dehradun 1996 — 1998
MBA, Marketing
Delhi University 1992 — 1995
B.Sc (Hons), Electronics
Navyug School 1985 — 1992
RBC Global Asset Management June 2012 - Present
RBC Royal Bank January 2011 - June 2012
CIBC Imperial Service April 2004 - March 2011
IBM Canada Ltd. 2003 - 2004
Intertan 2003 - 2004
Reliance Infocomm 2002 - 2004
GlaxoSmithKline 1999 - 2002
Tradeindia.com - Infocom Network Ltd 1998 - 1999
Skills
Sales, Wealth Management, Mutual Funds, Banking, Investments, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Investment Strategies, Equities, Fixed Income
Education
CFA institute 2011 — 2013
Chartered Financial Analyst
SGRRITS, Dehradun 1996 — 1998
MBA, Marketing
Delhi University 1992 — 1995
B.Sc (Hons), Electronics
Navyug School 1985 — 1992
Chris Sarlo's CIBC Imperial Service Experience May 1998 - December 2006
Job Investment Advisor/Stategic Planner
Industry Financial Services
Experience
TD Waterhouse Private Client January 2007 - Present
CIBC Imperial Service May 1998 - December 2006
Skills
Strategic Planning, Tax Efficiency
Education
McMaster University
BComm, Finance and Economics
TD Waterhouse Private Client January 2007 - Present
CIBC Imperial Service May 1998 - December 2006
Skills
Strategic Planning, Tax Efficiency
Education
McMaster University
BComm, Finance and Economics
abhijeet patra's CIBC Imperial Service Experience December 2014 - Present
Job Senior Finacial Advisor at CIBC Imperial Service
Industry Financial Services
Experience
CIBC Imperial Service December 2014 - Present
CIBC November 2010 - November 2014
American Express July 2006 - August 2007
Skills
Financial Analysis, Financial Modeling, Banking, Portfolio Management, Risk Management, Strategic Financial..., Financial Risk, Business Analysis, Access, Team Leadership, Business Strategy, Analysis, Strategic Planning, Business Planning, Operations Management, Budgets, Data Analysis, Microsoft Excel, Marketing Strategy, Credit
Education
University of Windsor 2007 — 2009
MBA, Finance Major
Bangalore University 1997 — 2001
B.Engg., Mechanical Engineering
CSI Canada
Certification, Canadian Securities Course
CSI Canada
Financial Planning 1& 2
George Brown College
Post Graduate Diploma
CIBC Imperial Service December 2014 - Present
CIBC November 2010 - November 2014
American Express July 2006 - August 2007
Skills
Financial Analysis, Financial Modeling, Banking, Portfolio Management, Risk Management, Strategic Financial..., Financial Risk, Business Analysis, Access, Team Leadership, Business Strategy, Analysis, Strategic Planning, Business Planning, Operations Management, Budgets, Data Analysis, Microsoft Excel, Marketing Strategy, Credit
Education
University of Windsor 2007 — 2009
MBA, Finance Major
Bangalore University 1997 — 2001
B.Engg., Mechanical Engineering
CSI Canada
Certification, Canadian Securities Course
CSI Canada
Financial Planning 1& 2
George Brown College
Post Graduate Diploma
Aman Mann's CIBC Imperial Service Experience 2014 - Present
Job at
Industry Insurance
Experience
CIBC Imperial Service 2014 - Present
RBC January 2010 - Present
Education
British Columbia Institute of Technology
Bachelor's Degree, Business Administration and Management, General
British Columbia Institute of Technology
Financial Management Diploma, Financial Planning
CIBC Imperial Service 2014 - Present
RBC January 2010 - Present
Education
British Columbia Institute of Technology
Bachelor's Degree, Business Administration and Management, General
British Columbia Institute of Technology
Financial Management Diploma, Financial Planning
OLIVIA GANEA's CIBC Imperial Service Experience September 2013 - Present
Job Sr. Financial Advisor and Retirement Specialist at CIBC Imperial Service
Industry Financial Services
Experience
CIBC Imperial Service September 2013 - Present
CIBC Imperial Service November 2012 - September 2013
CIBC June 2009 - November 2012
ING ROMANIA January 2007 - October 2008
Oliram ltd. Romania May 2002 - October 2003
Skills
Wealth Management, Banking, Mortgage Lending, Sales, Finance, Retail Banking, Branch Banking, Credit, Marketing, Loans, Risk Management, Analysis, Financial Analysis, Financial Planning, Investments, Wealth, Financial Services, Mutual Funds, Portfolio Management
Education
2004 — 2008
BA, PSYCHOLOGY and SPECIAL EDUCATION
CIBC Imperial Service September 2013 - Present
CIBC Imperial Service November 2012 - September 2013
CIBC June 2009 - November 2012
ING ROMANIA January 2007 - October 2008
Oliram ltd. Romania May 2002 - October 2003
Skills
Wealth Management, Banking, Mortgage Lending, Sales, Finance, Retail Banking, Branch Banking, Credit, Marketing, Loans, Risk Management, Analysis, Financial Analysis, Financial Planning, Investments, Wealth, Financial Services, Mutual Funds, Portfolio Management
Education
2004 — 2008
BA, PSYCHOLOGY and SPECIAL EDUCATION
Sean Crockett's CIBC Imperial Service Experience October 2003 - August 2004
Job District Vice_President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2006 - Present
Fidelity Investments August 2004 - August 2006
CIBC Imperial Service October 2003 - August 2004
BMO Nesbitt Burns January 2000 - June 2003
ScotiaMcLeod March 1998 - December 1999
Skills
Estate Planning, Asset Allocation, Investments, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Sales, Investment Strategies, Financial Advisory, Fixed Income, Equities, Business Strategy, Practice Management, Investment Advisory, Personal Financial..., Certified Financial..., Portfolio Management, High Net Worth..., Retirement Planning, ETFs, Financial Services, Series 63, Alternative Investments, Securities
Education
Financial Planning Standards Council 1999 — 1999
Certified Financial Planner (CFP), Financial Planning
Canadian Securities Institute 1987 — 1997
Professional Financial Planning Course
Canadian Securites Institure 1996 — 1996
Conduct and Practices Handbook
University of Ottawa 1992 — 1996
B Comm, Finance/Entrpreneurial Management
Canadian Securities Institute 1993 — 1993
Canadian Securiteis Course
Fidelity Investments August 2006 - Present
Fidelity Investments August 2004 - August 2006
CIBC Imperial Service October 2003 - August 2004
BMO Nesbitt Burns January 2000 - June 2003
ScotiaMcLeod March 1998 - December 1999
Skills
Estate Planning, Asset Allocation, Investments, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Sales, Investment Strategies, Financial Advisory, Fixed Income, Equities, Business Strategy, Practice Management, Investment Advisory, Personal Financial..., Certified Financial..., Portfolio Management, High Net Worth..., Retirement Planning, ETFs, Financial Services, Series 63, Alternative Investments, Securities
Education
Financial Planning Standards Council 1999 — 1999
Certified Financial Planner (CFP), Financial Planning
Canadian Securities Institute 1987 — 1997
Professional Financial Planning Course
Canadian Securites Institure 1996 — 1996
Conduct and Practices Handbook
University of Ottawa 1992 — 1996
B Comm, Finance/Entrpreneurial Management
Canadian Securities Institute 1993 — 1993
Canadian Securiteis Course
Paul R. Cran CFP FMA RRC's CIBC Imperial Service Experience May 2000 - Present
Job Senior Financial Adviser at CIBC Imperial Service
Industry Investment Management
Experience
CIBC Imperial Service May 2000 - Present
Education
Canadian Institute of Financial Planning
RRC - REGISTERED RETIREMENT CONSULTANT
Canadian Securities Institute
FMA - FINANCIAL MANAGEMENT ADVISOR
Financial Planners Standards Council
CFP - CERTIFIED FINANCIAL PLANNER
McMaster University
B.A. ECONOMICS
CIBC Imperial Service May 2000 - Present
Education
Canadian Institute of Financial Planning
RRC - REGISTERED RETIREMENT CONSULTANT
Canadian Securities Institute
FMA - FINANCIAL MANAGEMENT ADVISOR
Financial Planners Standards Council
CFP - CERTIFIED FINANCIAL PLANNER
McMaster University
B.A. ECONOMICS
Tyler Chung, FMA, CIM, CFP, FCSI's CIBC Imperial Service Experience
Job Financial Advisor at CIBC Imperial Service
Industry Banking
Experience
CIBC Imperial Service
Skills
Banking
Education
The University of British Columbia 2001 — 2005
BA, Political Science/Economics
CIBC Imperial Service
Skills
Banking
Education
The University of British Columbia 2001 — 2005
BA, Political Science/Economics
Wong Auddis's CIBC Imperial Service Experience September 1998 - November 2000
Job Investment Advisor at HollisWealth, a division of Scotia Capital Inc.
Industry Financial Services
Experience
HollisWealth, a division of Scotia Capital Inc. January 2000 - Present
CIBC - Imperial Service September 1998 - November 2000
TD Canada Trust April 1994 - August 1998
Skills
Investment Advisory, Retirement Planning, Mutual Funds, Finance, Investments, Investment Strategies, Wealth, Financial Services, Bonds, Strategic Financial..., Securities, Asset Management, Financial Planners, Estate Planning, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Management, Equities, ETFs, Wealth Accumulation, Pensions, Critical Illness, Retirement, Wealth Management..., Fixed Income, Financial Planning
Education
Simon Fraser University
Bachelor's degree, Psychology and Communications
HollisWealth, a division of Scotia Capital Inc. January 2000 - Present
CIBC - Imperial Service September 1998 - November 2000
TD Canada Trust April 1994 - August 1998
Skills
Investment Advisory, Retirement Planning, Mutual Funds, Finance, Investments, Investment Strategies, Wealth, Financial Services, Bonds, Strategic Financial..., Securities, Asset Management, Financial Planners, Estate Planning, Asset Allocation, Fixed Annuities, Financial Advisory, Investment Management, Equities, ETFs, Wealth Accumulation, Pensions, Critical Illness, Retirement, Wealth Management..., Fixed Income, Financial Planning
Education
Simon Fraser University
Bachelor's degree, Psychology and Communications
Michael Yablonsky's CIBC Imperial Service Experience January 2000 - August 2006
Job Regional Director Financial Planning, Wealth Management at CIBC
Industry Financial Services
Experience
CIBC November 2013 - Present
CIBC November 2013 - Present
CIBC, Imperial Service January 2000 - August 2006
Skills
Strategic Financial..., Banking, Investments, Wealth Management, Management, Mutual Funds, Finance, Retail Banking, Portfolio Management, Retirement Planning, Team Management, Financial Planning, Risk Management, Mortgage Lending
Education
Seneca College of Applied Arts and Technology 1996 — 1999
Marketing Administration, Business
Certified Financial Planning
CFP, Financial Planning
CIBC November 2013 - Present
CIBC November 2013 - Present
CIBC, Imperial Service January 2000 - August 2006
Skills
Strategic Financial..., Banking, Investments, Wealth Management, Management, Mutual Funds, Finance, Retail Banking, Portfolio Management, Retirement Planning, Team Management, Financial Planning, Risk Management, Mortgage Lending
Education
Seneca College of Applied Arts and Technology 1996 — 1999
Marketing Administration, Business
Certified Financial Planning
CFP, Financial Planning
Leander Vaz's CIBC Imperial Service Experience January 2015 - Present
Job Client Acquisition Specialist at CIBC Imperial Service
Industry Banking
Experience
CIBC Imperial Service January 2015 - Present
CIBC - Telephone Banking Retail Markets - Outbound January 2014 - January 2015
Live Acquisitions Inc. June 2013 - December 2013
CIBC - Wholesale Automotive Financing January 2013 - June 2013
Canon Canada September 2012 - December 2012
NCB Captial; Front Office Market Risk May 2010 - August 2010
Skills
Client Prospecting, Targeted Account Selling, Time Management, Financial Analysis, Financial Modeling, Accounting, Teamwork, Competitive Analysis, Industry Research, Account Reconciliation, Finance, Sales, Banking, Corporate Finance, Relationship Management, Customer Service, Leadership, Management
Education
Concordia University 2008 — 2012
Bachelor of Commerce (BComm), Major in Finance
CIBC Imperial Service January 2015 - Present
CIBC - Telephone Banking Retail Markets - Outbound January 2014 - January 2015
Live Acquisitions Inc. June 2013 - December 2013
CIBC - Wholesale Automotive Financing January 2013 - June 2013
Canon Canada September 2012 - December 2012
NCB Captial; Front Office Market Risk May 2010 - August 2010
Skills
Client Prospecting, Targeted Account Selling, Time Management, Financial Analysis, Financial Modeling, Accounting, Teamwork, Competitive Analysis, Industry Research, Account Reconciliation, Finance, Sales, Banking, Corporate Finance, Relationship Management, Customer Service, Leadership, Management
Education
Concordia University 2008 — 2012
Bachelor of Commerce (BComm), Major in Finance
Fatma Mekarnia's CIBC Imperial Service Experience April 2004 - Present
Job Planificatrice financière chez CIBC
Industry Banking
Experience
CIBC imperial service April 2004 - Present
Education
Université de Montréal - HEC Montréal
CIBC imperial service April 2004 - Present
Education
Université de Montréal - HEC Montréal
Kaori Wang's CIBC Imperial Service Experience September 2014 - Present
Job Senior Financial Advisor at CIBC Imperial Service
Industry Banking
Experience
CIBC Imperial Service September 2014 - Present
TD Bank Group 2011 - 2013
Bank of Montreal November 2006 - 2011
Skills
Residential Mortgages, Loans, Mortgage Lending, Mutual Funds, Refinance, Debt Consolidation, Retirement Planning, Credit, Commercial Banking, Consumer Lending, Lines Of Credit, Commercial Lending, Home Refinances, Commercial Mortgages, Home Equity Lines of..., Holistic Financial..., Credit Management, Investment Advisory, Investment Strategies, Investment Management, Financial planning, Financial Planning
Education
Simon Fraser University
BA
CIBC Imperial Service September 2014 - Present
TD Bank Group 2011 - 2013
Bank of Montreal November 2006 - 2011
Skills
Residential Mortgages, Loans, Mortgage Lending, Mutual Funds, Refinance, Debt Consolidation, Retirement Planning, Credit, Commercial Banking, Consumer Lending, Lines Of Credit, Commercial Lending, Home Refinances, Commercial Mortgages, Home Equity Lines of..., Holistic Financial..., Credit Management, Investment Advisory, Investment Strategies, Investment Management, Financial planning, Financial Planning
Education
Simon Fraser University
BA