CIBC Trust
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CIBC Trust Employees
Employee
Years
Job
Industry
W. Mark Fenny B.A., MTCI, FMA, FCSI W. Mark Fenny B.A., MTCI, FMA, FCSI's CIBC Trust Experience April 2010 - September 2010
Job Chief Compliance Officer at Sincerus Exempt Market Dealer
Industry Financial Services
Experience
Sincerus Exempt Market Dealer December 2012 - Present
Investors Group Securities Inc. September 2010 - October 2012
CIBC Trust April 2010 - September 2010
CIBC Trust September 2009 - April 2010
Compliance Consulting June 2009 - September 2009
CIBC May 2008 - June 2009
Rice Financial Group Inc March 2006 - April 2008
Manulife Securities International Ltd. (MSIL) January 2004 - March 2006
Berkshire Securities/Investments Ltd January 1998 - August 2003
Skills
Compliance, Insurance, Securities, Investments, Banking, Mutual Funds, Strategic Planning, Financial Planning, Credit, Team Leadership, Problem Solving, Coaching, Customer Relations, Wealth Management, Executive Management, Team Building, Customer Service, Mentoring, Due Diligence, Process Improvement, Risk, Public Speaking, Retirement Planning, Sales Management, Business Strategy, AML, Change Management, Risk Management, Employee Benefits, Financial Services, Retirement, Estate Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Alternative Investments, Mortgage Lending, Investment Strategies, Financial Planners, Equities, Wealth
Education
University of Manitoba 1974 — 1977
Masters in City Planning
University of Manitoba 1971 — 1974
BA, Economics/Political Studies
Sincerus Exempt Market Dealer December 2012 - Present
Investors Group Securities Inc. September 2010 - October 2012
CIBC Trust April 2010 - September 2010
CIBC Trust September 2009 - April 2010
Compliance Consulting June 2009 - September 2009
CIBC May 2008 - June 2009
Rice Financial Group Inc March 2006 - April 2008
Manulife Securities International Ltd. (MSIL) January 2004 - March 2006
Berkshire Securities/Investments Ltd January 1998 - August 2003
Skills
Compliance, Insurance, Securities, Investments, Banking, Mutual Funds, Strategic Planning, Financial Planning, Credit, Team Leadership, Problem Solving, Coaching, Customer Relations, Wealth Management, Executive Management, Team Building, Customer Service, Mentoring, Due Diligence, Process Improvement, Risk, Public Speaking, Retirement Planning, Sales Management, Business Strategy, AML, Change Management, Risk Management, Employee Benefits, Financial Services, Retirement, Estate Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Alternative Investments, Mortgage Lending, Investment Strategies, Financial Planners, Equities, Wealth
Education
University of Manitoba 1974 — 1977
Masters in City Planning
University of Manitoba 1971 — 1974
BA, Economics/Political Studies
Jeff A. Brown Jeff A. Brown's CIBC Trust Experience June 1994 - April 1997
Job Passionate about creating ENDURING financial security for clients in an insecure world † Investment Counsellor
Industry Investment Management
Experience
RBC PH & N Investment Counsel April 2001 - Present
CT Private Investment Counsel April 1997 - April 2001
CIBC Trust June 1994 - April 1997
Royal Trust February 1992 - June 1994
Skills
High Net Worth..., Wealth, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Equities, Asset Managment, Investment Management, Portfolio Management, Fixed Income, Hedge Funds, Investments, Retirement Planning, Estate Planning, Wealth Management..., Strategic Financial..., Securities, Mutual Funds
Education
Concordia University 1986 — 1989
B. Comm., Finance
Sir Robert Borden high school
Sir Robert Borden high school
RBC PH & N Investment Counsel April 2001 - Present
CT Private Investment Counsel April 1997 - April 2001
CIBC Trust June 1994 - April 1997
Royal Trust February 1992 - June 1994
Skills
High Net Worth..., Wealth, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Equities, Asset Managment, Investment Management, Portfolio Management, Fixed Income, Hedge Funds, Investments, Retirement Planning, Estate Planning, Wealth Management..., Strategic Financial..., Securities, Mutual Funds
Education
Concordia University 1986 — 1989
B. Comm., Finance
Sir Robert Borden high school
Sir Robert Borden high school
Perry Eisenschmid Perry Eisenschmid's CIBC Trust Experience April 1998 - July 2000
Job CEO at Canadian Pharmacists Association
Industry Research
Experience
Canadian Pharmacists Association June 2013 - Present
The Conference Board of Canada January 2002 - June 2013
CIBC Trust April 1998 - July 2000
CIBC 1988 - 2000
CIBC Wealth Management June 1988 - May 1998
Quaker Oats June 1986 - June 1988
Procter & Gamble May 1985 - September 1985
Skills
Strategy, Marketing Management, Business Strategy, Marketing Strategy, Direct Marketing, Strategic Planning, Advertising, Leadership, Product Management, Social Media, Marketing Communications, Segmentation, Business Planning, Corporate Communications, Team Building, Business Development, Social Media Marketing, New Business Development, Cross-functional Team..., Change Management, Product Marketing, P&L Management, Customer Service, Customer Insight, Restructuring, Product Development, Brand Development, Sales Management, Customer Relations, Marketing, Lead Generation, Email Marketing, Analytics, Thought Leadership, Marketing Research, Privacy Law, Sales, Integrated Marketing, Management, Executive Management, Market Research, Digital Marketing, Online Marketing, Promotions, Privacy, P&L, E-commerce, Strategy Development, Consumer Insights
Education
McMaster University 2008 — 2009
CDir, Board Governance
York University - Schulich School of Business 1981 — 1986
BBA, MBA, Marketing, Finance
York University 1982 — 1985
HBA, Business
Public School
Canadian Pharmacists Association June 2013 - Present
The Conference Board of Canada January 2002 - June 2013
CIBC Trust April 1998 - July 2000
CIBC 1988 - 2000
CIBC Wealth Management June 1988 - May 1998
Quaker Oats June 1986 - June 1988
Procter & Gamble May 1985 - September 1985
Skills
Strategy, Marketing Management, Business Strategy, Marketing Strategy, Direct Marketing, Strategic Planning, Advertising, Leadership, Product Management, Social Media, Marketing Communications, Segmentation, Business Planning, Corporate Communications, Team Building, Business Development, Social Media Marketing, New Business Development, Cross-functional Team..., Change Management, Product Marketing, P&L Management, Customer Service, Customer Insight, Restructuring, Product Development, Brand Development, Sales Management, Customer Relations, Marketing, Lead Generation, Email Marketing, Analytics, Thought Leadership, Marketing Research, Privacy Law, Sales, Integrated Marketing, Management, Executive Management, Market Research, Digital Marketing, Online Marketing, Promotions, Privacy, P&L, E-commerce, Strategy Development, Consumer Insights
Education
McMaster University 2008 — 2009
CDir, Board Governance
York University - Schulich School of Business 1981 — 1986
BBA, MBA, Marketing, Finance
York University 1982 — 1985
HBA, Business
Public School
Dan Yauck Dan Yauck's CIBC Trust Experience 1995 - 1998
Job Vice President, Portfolio Manager at Connor, Clark & Lunn Private Capital
Industry Investment Management
Experience
Connor, Clark & Lunn Private Capital 2005 - Present
MD Private Investment Management 1999 - 2005
PJ Doherty & Associates 1998 - 1999
CIBC Trust 1995 - 1998
Royal Trust 1989 - 1995
Skills
Investment Management, Portfolio Management, Wealth Management, Asset Managment, Investment Policy, Investment Strategies, Risk Management, Alternative Investments, Infrastructure Private..., Real Estate Private..., High Yield Bonds, Foundations, Investments, Asset Management, Wealth Management..., Financial Advisory
Education
McGill University 1981 — 1987
BA, Economics, Finance
CFA Institute
CFA
Connor, Clark & Lunn Private Capital 2005 - Present
MD Private Investment Management 1999 - 2005
PJ Doherty & Associates 1998 - 1999
CIBC Trust 1995 - 1998
Royal Trust 1989 - 1995
Skills
Investment Management, Portfolio Management, Wealth Management, Asset Managment, Investment Policy, Investment Strategies, Risk Management, Alternative Investments, Infrastructure Private..., Real Estate Private..., High Yield Bonds, Foundations, Investments, Asset Management, Wealth Management..., Financial Advisory
Education
McGill University 1981 — 1987
BA, Economics, Finance
CFA Institute
CFA
William H. Henry's CIBC Trust Experience 1992 - 1996
Job Vice President Treasury at Manulife
Industry Banking
Experience
Manulife Bank of Canada 2002 - Present
Manulife Financial 2001 - Present
Access For Children and Parents Board 2006 - 2011
Queen's Entrepreneurs' Competition 2009 - 2010
CIBC Offshore Bank Barbados July 1996 - November 2000
CIBC Trust 1992 - 1996
Skills
Treasury, Interest Rate..., IT Solutions, Banking, Risk Management, Capital Markets, Loans, Treasury Management, Financial Analysis, Strategic Financial..., Securitization, Management, Corporate Governance, Corporate Finance, Financial Risk, Financial Reporting, Cash Flow Forecasting
Education
Carleton University 1971 — 1981
Commerce
Queen's University 1972 — 1973
Degree from Carleton... spent on 1 year of degree at Queen's
Manulife Bank of Canada 2002 - Present
Manulife Financial 2001 - Present
Access For Children and Parents Board 2006 - 2011
Queen's Entrepreneurs' Competition 2009 - 2010
CIBC Offshore Bank Barbados July 1996 - November 2000
CIBC Trust 1992 - 1996
Skills
Treasury, Interest Rate..., IT Solutions, Banking, Risk Management, Capital Markets, Loans, Treasury Management, Financial Analysis, Strategic Financial..., Securitization, Management, Corporate Governance, Corporate Finance, Financial Risk, Financial Reporting, Cash Flow Forecasting
Education
Carleton University 1971 — 1981
Commerce
Queen's University 1972 — 1973
Degree from Carleton... spent on 1 year of degree at Queen's
Beverly Kelly's CIBC Trust Experience 1996 - 1998
Job eLearning Consultant at Bombardier Transportation
Industry Higher Education
Experience
Bombardier Transportation January 2013 - Present
Varley-McKay Art Foundation of Markham 2010 - January 2013
OCAD University 2010 - 2013
City Academy Private School 2005 - 2010
Teranet Inc. 2003 - 2004
Teranet Inc. 2002 - 2003
Teranet Inc. 2001 - 2002
Teranet Inc. 1999 - 2001
CIBC Trust 1996 - 1998
Skills
Project Management, Program Development, Event Planning, Public Relations, Marketing Copy, Social Media, Graphic Design, Teaching, Fine Art, Advertising, Digital Marketing, Team Leadership, Creative Direction, Web Design, User Interface Design, Management, Marketing, Leadership, Writing, Strategy, Strategic Planning
Education
OCAD University 2010 — 2012
MA, Contemporary Art History
University of Guelph 1995 — 1999
Bachelor of Arts (BA), Fine Art and History
MDHS
Bombardier Transportation January 2013 - Present
Varley-McKay Art Foundation of Markham 2010 - January 2013
OCAD University 2010 - 2013
City Academy Private School 2005 - 2010
Teranet Inc. 2003 - 2004
Teranet Inc. 2002 - 2003
Teranet Inc. 2001 - 2002
Teranet Inc. 1999 - 2001
CIBC Trust 1996 - 1998
Skills
Project Management, Program Development, Event Planning, Public Relations, Marketing Copy, Social Media, Graphic Design, Teaching, Fine Art, Advertising, Digital Marketing, Team Leadership, Creative Direction, Web Design, User Interface Design, Management, Marketing, Leadership, Writing, Strategy, Strategic Planning
Education
OCAD University 2010 — 2012
MA, Contemporary Art History
University of Guelph 1995 — 1999
Bachelor of Arts (BA), Fine Art and History
MDHS
Randell Gee's CIBC Trust Experience 1994 - 1998
Job Discretionary Portfolio Manager
Industry Investment Management
Experience
PPIC 1997 - Present
Leon Frazer & Associates March 2007 - July 2008
HSBC Global Asset Management 1998 - 2008
HSBC Asset Management February 1998 - March 2007
CIBC Trust 1994 - 1998
National Trust 1985 - 1994
Skills
Investment Strategies, Investments, Portfolio Management, Equities, Asset Management, Management, Business Development, Asset Allocation, Investment Advisory, Wealth Management, Investment Management, Financial Analysis, Banking
Education
The University of British Columbia 1979 — 1984
B. Comm, Accounting & Management Information Systems
PPIC 1997 - Present
Leon Frazer & Associates March 2007 - July 2008
HSBC Global Asset Management 1998 - 2008
HSBC Asset Management February 1998 - March 2007
CIBC Trust 1994 - 1998
National Trust 1985 - 1994
Skills
Investment Strategies, Investments, Portfolio Management, Equities, Asset Management, Management, Business Development, Asset Allocation, Investment Advisory, Wealth Management, Investment Management, Financial Analysis, Banking
Education
The University of British Columbia 1979 — 1984
B. Comm, Accounting & Management Information Systems
Kim Marisa's CIBC Trust Experience July 1992 - November 1997
Job Director, Business Systems Analysis and Design at CIBC
Industry Financial Services
Krishan Goela's CIBC Trust Experience September 1995 - May 1997
Job Tax Accountant
Industry Financial Services
Experience
KVS Accounting & Tax Services May 2008 - Present
Rothmans, Benson & Hedges November 2012 - April 2013
American Express Canada Inc September 2010 - November 2010
Ernst & Young February 2007 - April 2007
Citi Cards Canada Inc September 2005 - August 2006
Sun Life Financial December 1998 - May 2004
IFDS Ltd. October 1997 - December 1998
CIBC Trust September 1995 - May 1997
Canada Trust November 1992 - April 1995
Skills
Accounting, Income Tax, Corporate Tax, Sales Tax, GST, Indirect Taxation, Estate Tax Planning, Tax, Tax Preparation, Financial Accounting, Financial Reporting, Tax Returns, International Tax, Tax Advisory, GAAP, IFRS, Transfer Pricing
Education
University of Delhi
Bachelor of Commerce, Accounting
KVS Accounting & Tax Services May 2008 - Present
Rothmans, Benson & Hedges November 2012 - April 2013
American Express Canada Inc September 2010 - November 2010
Ernst & Young February 2007 - April 2007
Citi Cards Canada Inc September 2005 - August 2006
Sun Life Financial December 1998 - May 2004
IFDS Ltd. October 1997 - December 1998
CIBC Trust September 1995 - May 1997
Canada Trust November 1992 - April 1995
Skills
Accounting, Income Tax, Corporate Tax, Sales Tax, GST, Indirect Taxation, Estate Tax Planning, Tax, Tax Preparation, Financial Accounting, Financial Reporting, Tax Returns, International Tax, Tax Advisory, GAAP, IFRS, Transfer Pricing
Education
University of Delhi
Bachelor of Commerce, Accounting
Raymond Chan, MA, CFP, CIM, FMA's CIBC Trust Experience October 2010 - Present
Job Senior Investment Consultant at CIBC
Industry Investment Management
Experience
CIBC Trust October 2010 - Present
CIBC 2008 - 2010
Skills
Investments, Portfolio Management, Finance, Asset Management, Strategic Financial..., Strategic Planning, Investment Strategies, Wealth Management, Banking, Financial Analysis, Risk Management, Asset Allocation
Education
University of Regina 1996 — 1998
Master of Arts, Economics
CFA Institute
Passed level II of the CFA examination in 2014
Carmel English School
CIBC Trust October 2010 - Present
CIBC 2008 - 2010
Skills
Investments, Portfolio Management, Finance, Asset Management, Strategic Financial..., Strategic Planning, Investment Strategies, Wealth Management, Banking, Financial Analysis, Risk Management, Asset Allocation
Education
University of Regina 1996 — 1998
Master of Arts, Economics
CFA Institute
Passed level II of the CFA examination in 2014
Carmel English School
Rajendra Khunte's CIBC Trust Experience November 2000 - March 2001
Job Administraor
Industry Financial Services
Experience
Manpower(Toronto) September 2000 - March 2004
CIBC Mortgages September 2001 - September 2001
CIBC Global Pvt. Banking & Trust March 2001 - June 2001
CIBC Trust November 2000 - March 2001
Skills
Flexible Approach, Operational Excellence, Coordination, Multi Tasking
Education
University of Pune
Bachelor of Commerce, Business Administration
Manpower(Toronto) September 2000 - March 2004
CIBC Mortgages September 2001 - September 2001
CIBC Global Pvt. Banking & Trust March 2001 - June 2001
CIBC Trust November 2000 - March 2001
Skills
Flexible Approach, Operational Excellence, Coordination, Multi Tasking
Education
University of Pune
Bachelor of Commerce, Business Administration
gordon anderson's CIBC Trust Experience 1994 - 1999
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