CIBC Securities Inc
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CIBC Securities Inc Employees
Employee
Years
Job
Industry
Denise M. Levine, CIM, FCSI, CFP, RRC Denise M. Levine, CIM, FCSI, CFP, RRC's CIBC Securities Inc Experience January 1996 - January 1998
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
Gary A Teelucksingh Gary A Teelucksingh's CIBC Securities Inc Experience 1993 - 1994
Job Partner, Wealth & Investment Management, Capco
Industry Financial Services
Experience
Capco May 2013 - Present
George Brown College September 2011 - Present
Addison Enterprises Inc. 2010 - 2013
Mahindra Satyam 2006 - 2009
CGI 2001 - 2006
Brokercom 2000 - 2001
Star Data Systems 1995 - 2000
AIC Group Inc 1994 - 1995
CIBC Securities Inc. 1993 - 1994
CIBC Securities Inc. 1992 - 1993
Skills
Banking, Mutual Funds, Mergers, Business Strategy, Outsourcing, Governance, Capital Markets, Wealth Management, Risk Management, Strategic Planning, Management Consulting, Due Diligence, Executive Management, IT Strategy, IT Management, IT Governance, Digital Media, Social Media, Mergers & Acquisitions, Strategy, Leadership, Business Development, Public Speaking, Program Management, Finance, CRM, Management, Investments, Product Management, Project Management, Team Building, Integration, Financial Services, Operations Management, Vendor Management, Business Analysis, Product Marketing, Product Development, Contract Negotiation, Start-ups, Business Process..., Analysis
Education
The University of Western Ontario - Richard Ivey School of Business
MBA, Marketing, Strategy & Finance
University of Toronto - Rotman School of Management
ICD.D, Corporate Governance
The University of Western Ontario
MA, Mathematics
The University of Western Ontario
BSc (Hons), Mathematics
Capco May 2013 - Present
George Brown College September 2011 - Present
Addison Enterprises Inc. 2010 - 2013
Mahindra Satyam 2006 - 2009
CGI 2001 - 2006
Brokercom 2000 - 2001
Star Data Systems 1995 - 2000
AIC Group Inc 1994 - 1995
CIBC Securities Inc. 1993 - 1994
CIBC Securities Inc. 1992 - 1993
Skills
Banking, Mutual Funds, Mergers, Business Strategy, Outsourcing, Governance, Capital Markets, Wealth Management, Risk Management, Strategic Planning, Management Consulting, Due Diligence, Executive Management, IT Strategy, IT Management, IT Governance, Digital Media, Social Media, Mergers & Acquisitions, Strategy, Leadership, Business Development, Public Speaking, Program Management, Finance, CRM, Management, Investments, Product Management, Project Management, Team Building, Integration, Financial Services, Operations Management, Vendor Management, Business Analysis, Product Marketing, Product Development, Contract Negotiation, Start-ups, Business Process..., Analysis
Education
The University of Western Ontario - Richard Ivey School of Business
MBA, Marketing, Strategy & Finance
University of Toronto - Rotman School of Management
ICD.D, Corporate Governance
The University of Western Ontario
MA, Mathematics
The University of Western Ontario
BSc (Hons), Mathematics
Janet Selby Janet Selby's CIBC Securities Inc Experience 1996 - 1997
Job Living my dream life on an island in Muskoka.
Industry Management Consulting
Experience
Retired July 2013 - Present
Resources Global Professionals 2002 - 2014
MRS Group of Companies / Mackenzie Financial Corporation 2000 - 2002
CIBC Mellon Global Securities Services Company 1997 - 1999
CIBC Securities Inc. 1996 - 1997
CIBC Securities Inc. 1994 - 1996
PricewaterhouseCoopers LLP 1991 - 1994
Skills
Process Engineering, Change Management, Compliance, Process Improvement, Team Building, Recruiting
Education
Ryerson University 1987 — 1991
Bachelor
Retired July 2013 - Present
Resources Global Professionals 2002 - 2014
MRS Group of Companies / Mackenzie Financial Corporation 2000 - 2002
CIBC Mellon Global Securities Services Company 1997 - 1999
CIBC Securities Inc. 1996 - 1997
CIBC Securities Inc. 1994 - 1996
PricewaterhouseCoopers LLP 1991 - 1994
Skills
Process Engineering, Change Management, Compliance, Process Improvement, Team Building, Recruiting
Education
Ryerson University 1987 — 1991
Bachelor
Alain Boudreau Alain Boudreau's CIBC Securities Inc Experience December 1987 - March 1992
Job Experienced Communications, Data and Technology Executive
Industry Marketing and Advertising
Experience
The DATA Group of Companies May 2014 - Present
Cover-All Computer Services Corp. May 1996 - May 2014
SDMS Direct/Northbridge Corp. 1994 - 1996
Trimark Investment March 1992 - 1994
CIBC Securities Inc. December 1987 - March 1992
Skills
Database Marketing, Direct Marketing, Integrated Marketing, Digital Marketing, Strategic Planning, Business Management, Direct Mail, Marketing, Relationship Marketing, Variable Data Printing, B2B Marketing, Digital Printing, Customer Acquisition, Email Marketing, Strategy, Management, Marketing Strategy
Education
Université Laval 2005 — 2008
MBA, Electronic Commerce and Business
Concordia University 1982 — 1985
B.A., Marketing and Communications
The DATA Group of Companies May 2014 - Present
Cover-All Computer Services Corp. May 1996 - May 2014
SDMS Direct/Northbridge Corp. 1994 - 1996
Trimark Investment March 1992 - 1994
CIBC Securities Inc. December 1987 - March 1992
Skills
Database Marketing, Direct Marketing, Integrated Marketing, Digital Marketing, Strategic Planning, Business Management, Direct Mail, Marketing, Relationship Marketing, Variable Data Printing, B2B Marketing, Digital Printing, Customer Acquisition, Email Marketing, Strategy, Management, Marketing Strategy
Education
Université Laval 2005 — 2008
MBA, Electronic Commerce and Business
Concordia University 1982 — 1985
B.A., Marketing and Communications
Nancy Alcantara Arellano Nancy Alcantara Arellano's CIBC Securities Inc Experience 2000 - 2002
Job IT Senior Manager, Actively Looking for Opportunities
Industry Information Technology and Services
Experience
CIBC Wealth Management 2009 - 2015
CIBC 2002 - 2008
CIBC Securities Inc. 2000 - 2002
Skills
Application Support..., Project Management, Quality Assurance, People Management, Vendor Relationship..., Business Requirements, Management, Business Analysis, Business Process...
Education
IFIC
Investment Funds in Canada
Ryerson University
Project Management Certificate Program
Ryerson University, AICB (Associate of the Institute of Canadian Bankers)
St. Scholastica's College Manila
CIBC Wealth Management 2009 - 2015
CIBC 2002 - 2008
CIBC Securities Inc. 2000 - 2002
Skills
Application Support..., Project Management, Quality Assurance, People Management, Vendor Relationship..., Business Requirements, Management, Business Analysis, Business Process...
Education
IFIC
Investment Funds in Canada
Ryerson University
Project Management Certificate Program
Ryerson University, AICB (Associate of the Institute of Canadian Bankers)
St. Scholastica's College Manila
Linda Ranaudo, PMP's CIBC Securities Inc Experience January 1992 - December 1997
Job LR Consulting Services Program and Project Management
Industry Financial Services
Experience
B2B Bank April 2015 - Present
B2B Bank May 2014 - March 2015
International Financial Data Services, Canada January 2007 - March 2014
International Financial Data Services, Canada January 2006 - January 2007
International Financial Data Services, Canada January 2000 - January 2006
International Financial Data Services, Canada January 1998 - January 2000
CIBC Securities Inc. January 1992 - December 1997
Skills
Business Process..., Change Management, Team Building, Software Documentation, Analysis, Program Management, Leadership, Vendor Management, SDLC, Business Analysis, Project Delivery, Business Development, Visio, CRM, Requirements Gathering, Cross-functional Team..., Management, IT Management, Project Management, Requirements Analysis, Testing
Education
Project Management Professional (PMP) 2012 — 2012
Boston University 2008 — 2008
Certificate in Project Management
University of Toronto 2006 — 2007
Certificate in Information Management
Canadian Securities Institute 1995 — 1995
Mutual Fund License and Canadian Securities Course
Ryerson University 1993 — 1995
Certificate in Accounting and Finance
B2B Bank April 2015 - Present
B2B Bank May 2014 - March 2015
International Financial Data Services, Canada January 2007 - March 2014
International Financial Data Services, Canada January 2006 - January 2007
International Financial Data Services, Canada January 2000 - January 2006
International Financial Data Services, Canada January 1998 - January 2000
CIBC Securities Inc. January 1992 - December 1997
Skills
Business Process..., Change Management, Team Building, Software Documentation, Analysis, Program Management, Leadership, Vendor Management, SDLC, Business Analysis, Project Delivery, Business Development, Visio, CRM, Requirements Gathering, Cross-functional Team..., Management, IT Management, Project Management, Requirements Analysis, Testing
Education
Project Management Professional (PMP) 2012 — 2012
Boston University 2008 — 2008
Certificate in Project Management
University of Toronto 2006 — 2007
Certificate in Information Management
Canadian Securities Institute 1995 — 1995
Mutual Fund License and Canadian Securities Course
Ryerson University 1993 — 1995
Certificate in Accounting and Finance
Babs Fletcher's CIBC Securities Inc Experience 1992 - 1997
Job Senior Director, CIBC
Industry Financial Services
Experience
CIBC October 2011 - Present
CIBC June 2010 - October 2011
CIBC Wood Gundy March 1997 - June 2010
CIBC Securities Inc 1992 - 1997
Price Waterhouse 1986 - 1990
Skills
Investments, Coaching, Strategic Planning, Human Resources, Banking, Recruiting, Financial Analysis, Portfolio Management, Leadership, Securities, Strategy, Relationship Management, Vendor Management, Management Consulting, Wealth Management, Equities, Business Strategy, Mergers & Acquisitions, PMO, Program Management, Management, Finance
Education
Queen's University
Bachelor of Commerce (BCom)
Anderson CVI
CIBC October 2011 - Present
CIBC June 2010 - October 2011
CIBC Wood Gundy March 1997 - June 2010
CIBC Securities Inc 1992 - 1997
Price Waterhouse 1986 - 1990
Skills
Investments, Coaching, Strategic Planning, Human Resources, Banking, Recruiting, Financial Analysis, Portfolio Management, Leadership, Securities, Strategy, Relationship Management, Vendor Management, Management Consulting, Wealth Management, Equities, Business Strategy, Mergers & Acquisitions, PMO, Program Management, Management, Finance
Education
Queen's University
Bachelor of Commerce (BCom)
Anderson CVI
Ousmane Sock's CIBC Securities Inc Experience June 2008 - August 2009
Job Étudiant à Université de Montréal HEC Montréal
Industry Financial Services
Experience
CIBC Securities Inc. June 2008 - August 2009
Education
2009 — 2010
M. Sc., Commerce Électronique
CIBC Securities Inc. June 2008 - August 2009
Education
2009 — 2010
M. Sc., Commerce Électronique
Paul Gohn's CIBC Securities Inc Experience December 1995 - July 1999
Job Business Analyst, Applications at Community Trust Company
Industry Computer Software
Experience
Community Trust Company June 2013 - Present
CGI April 2012 - April 2013
RPM Technologies September 2011 - April 2012
Strategic Information Technology Ltd March 2008 - September 2011
Fidelity Employer Services Company April 2003 - February 2008
interim May 2006 - September 2006
Royal Bank September 2000 - September 2002
Brandes Investment Partners 2000 - 2001
laundering training July 1999 - September 2000
CIBC Securities Inc December 1995 - July 1999
Skills
Quality Assurance, Requirements Gathering, Portfolio Management, Business Analysis, Software Documentation, User Acceptance Testing, Testing, Product Demonstration, SQL, SDLC, Requirements Analysis, Business Process..., Training, Visio, Business Requirements, Customer Service, Systems Analysis, Business Process, Team Management, Management, Software Project..., Oracle, Financial Services, PMO, Call Centers, Business Intelligence, Leadership, Analysis, SharePoint, Change Management, Test Planning
Education
Seneca College of Applied Arts and Technology 2013 — 2013
SQL, Course Completed with Passing Grade
York University 1992 — 1996
BA, History and Economics
York University 1992 — 1996
BA, History; economics
Thornhill 1987 — 1992
Community Trust Company June 2013 - Present
CGI April 2012 - April 2013
RPM Technologies September 2011 - April 2012
Strategic Information Technology Ltd March 2008 - September 2011
Fidelity Employer Services Company April 2003 - February 2008
interim May 2006 - September 2006
Royal Bank September 2000 - September 2002
Brandes Investment Partners 2000 - 2001
laundering training July 1999 - September 2000
CIBC Securities Inc December 1995 - July 1999
Skills
Quality Assurance, Requirements Gathering, Portfolio Management, Business Analysis, Software Documentation, User Acceptance Testing, Testing, Product Demonstration, SQL, SDLC, Requirements Analysis, Business Process..., Training, Visio, Business Requirements, Customer Service, Systems Analysis, Business Process, Team Management, Management, Software Project..., Oracle, Financial Services, PMO, Call Centers, Business Intelligence, Leadership, Analysis, SharePoint, Change Management, Test Planning
Education
Seneca College of Applied Arts and Technology 2013 — 2013
SQL, Course Completed with Passing Grade
York University 1992 — 1996
BA, History and Economics
York University 1992 — 1996
BA, History; economics
Thornhill 1987 — 1992
Barb Powers's CIBC Securities Inc Experience 1998 - 2000
Job Financial & Professional Services Executive & Educator
Industry Management Consulting
Experience
NSCC 2010 - Present
Shake-it Communications 2000 - Present
McInnes Cooper 2013 - 2013
CIBC Securities Inc 1998 - 2000
CIBC Wealth Management 1997 - 2000
Midland Walwyn Capital (acquired by Merrill Lynch Investment Management) 1992 - 1997
FIS Financial Planning Firm (sold to Midland Walwyn Capital) 1989 - 1992
Mackenzie Investments 1985 - 1990
MFS (Multiple Financial Services) 1983 - 1985
Skills
Investments, Wealth Management, Asset Management, Mutual Funds, Business Planning, Strategic Planning, Marketing Strategy, New Business Development, Training & Development, Project Portfolio..., CRM software, Sales Management, Time Management, Marketing, Entrepreneurship, Risk Management, Financial Services, Securities, Business Strategy, Leadership, Financial Planning, Portfolio Management
Education
Mount Saint Vincent University 2008 — 2010
Bachelor of Education (B.Ed.), Secondary Education and Teaching, Scholarship Recipient 2009-2010
York University 2005 — 2007
Bachelor of Business Admin (BBA)
York University 1986 — 1991
Bachelor of Business Administration (B.B.A.), Administrative Studies, Marketing
Canadian Securities Institute
Partners, Directors, Officers, Investment Funds Institute, Canadian Securities Course, Ethics/CPH, Compliance and Ethics
Nova Scotia Community College
NSCC 2010 - Present
Shake-it Communications 2000 - Present
McInnes Cooper 2013 - 2013
CIBC Securities Inc 1998 - 2000
CIBC Wealth Management 1997 - 2000
Midland Walwyn Capital (acquired by Merrill Lynch Investment Management) 1992 - 1997
FIS Financial Planning Firm (sold to Midland Walwyn Capital) 1989 - 1992
Mackenzie Investments 1985 - 1990
MFS (Multiple Financial Services) 1983 - 1985
Skills
Investments, Wealth Management, Asset Management, Mutual Funds, Business Planning, Strategic Planning, Marketing Strategy, New Business Development, Training & Development, Project Portfolio..., CRM software, Sales Management, Time Management, Marketing, Entrepreneurship, Risk Management, Financial Services, Securities, Business Strategy, Leadership, Financial Planning, Portfolio Management
Education
Mount Saint Vincent University 2008 — 2010
Bachelor of Education (B.Ed.), Secondary Education and Teaching, Scholarship Recipient 2009-2010
York University 2005 — 2007
Bachelor of Business Admin (BBA)
York University 1986 — 1991
Bachelor of Business Administration (B.B.A.), Administrative Studies, Marketing
Canadian Securities Institute
Partners, Directors, Officers, Investment Funds Institute, Canadian Securities Course, Ethics/CPH, Compliance and Ethics
Nova Scotia Community College
gordon anderson's CIBC Securities Inc Experience 1989 - 1993
Job President at Cidel Trust Company
Industry Financial Services
Experience
Cidel Trust Company May 2011 - Present
RBC Caribbean Corporation January 2003 - March 2011
CIBC Global Private Banking January 1999 - December 2002
CIBC Trust 1994 - 1999
CIBC Securities Inc 1989 - 1993
Skills
Strategy, Financial Services, Wealth Management, Investment Advisory, Wealth, Investments, Asset Management, Mutual Funds, Estate Planning, Portfolio Management, High Net Worth..., Wealth Management..., Retirement Planning, Investment Strategies, Financial Planners
Education
Chartered Financial Analyst (CFA)
University of Regina 1980 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance
Cidel Trust Company May 2011 - Present
RBC Caribbean Corporation January 2003 - March 2011
CIBC Global Private Banking January 1999 - December 2002
CIBC Trust 1994 - 1999
CIBC Securities Inc 1989 - 1993
Skills
Strategy, Financial Services, Wealth Management, Investment Advisory, Wealth, Investments, Asset Management, Mutual Funds, Estate Planning, Portfolio Management, High Net Worth..., Wealth Management..., Retirement Planning, Investment Strategies, Financial Planners
Education
Chartered Financial Analyst (CFA)
University of Regina 1980 — 1984
Bachelor of Business Administration (BBA), Accounting and Finance