CIBC Wood Gundy
Industry: Retail banking company
DescriptionCIBC Wood Gundy is the Canadian full-service retail brokerage division of CIBC World Markets Inc., a subsidiary of the Canadian Imperial Bank of Commerce. Headquarters: Toronto, Canada Founded: 1988 Predecessor: Wood Gundy Parent organization: CIBC World Markets
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CIBC Wood Gundy Employees
CIBC Wood Gundy on The Pope Team June 2014 - Present
TD Waterhouse October 2008 - June 2014
CIBC Wood Gundy March 2005 - October 2008
Credential October 2004 - March 2005
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Mutual Funds, Wealth Management, Investment Advisory, Investments, Financial Advisory, Securities, Investment Strategies, Equities, Asset Managment, Asset Allocation, ETFs, Risk Management, Estate Planning, Fixed Income, Alternative Investments, Mortgage Lending, Financial Services
Education
British Columbia Institute of Technology 2002 — 2004
Financial Management
Canadian Securities Institute
Investments and Securities
MacDougall Investment Counsel February 2014 - Present
RBC Wealth Management 2010 - 2013
Richardson GMP 2008 - 2010
RBC Wealth Management, International Advisory Group 2007 - 2008
CIBC Wood Gundy 1998 - 2007
Skills
Branch Administration, International Solutions, Wealth Management, Investments, Financial Services, Due Diligence, Securities Regulations, Risk Mitigation, Recruiting, Onboarding, Management, Business Development
Education
Concordia University 1995 — 1997
Bachelor of Commerce (BCom), Finance
Lebanese American University
Bachelor of Arts (BA), International Relations
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
Joe Dillon December 2008 - Present
Agri-Neo 2013 - Present
Revision Military 2001 - Present
CIBC Wood Gundy September 2001 - December 2008
RBC Dominion Securities February 1981 - April 2000
Richardson Securities February 1979 - February 1981
Skills
Investments, Wealth Management, Investment Strategies, Investment Advisory, Securities, Mutual Funds, Retirement, Retirement Planning, Portfolio Management, Equities, Financial Advisory, Asset Management, Financial Planners, Risk Management, Financial Services, Investment Management, Strategic Financial..., Capital Markets, Wealth, Asset Allocation, Fixed Income, Alternative Investments, Bonds, Options, ETFs, Hedge Funds, Sales Management, Sales, Financial Planning
Education
Simon Fraser University 1976 — 1978
Bachelor of Arts (B.A.), Criminology
CEGEP - John Abbott College 1972 — 1974
DEC, Social Science
Scotiabank February 2014 - Present
Scotiabank November 2011 - February 2014
Scotiabank September 2009 - November 2011
Scotiabank January 2009 - September 2009
Scotiabank August 2006 - January 2009
CIBC Wood Gundy January 2005 - May 2006
Loblaw Companies Limited November 2000 - January 2005
Smalley's Cigar Store June 1994 - September 2000
Skills
Strategic Thinking, Achieving Results, Financial Planning, Portfolio Management, Investments, Insurance, Performance Management, Branch Management, Leading Large Teams, Strategic Partnerships, Coaching, Employee Hiring, Small Business, Training & Development, Mortgage lending, Agricultural lending, Relationship management, Mortgage Lending, Strategic Financial..., Leadership, Retail Banking, Finance, Banking, Sales, Financial Analysis, Consumer Lending, Residential Mortgages, Branch Banking, Loans, Credit, Mutual Funds, Management, Credit Analysis, Wealth Management, Lines Of Credit, Relationship Management
Education
Brock University 1990 — 1994
BA, Business Communications
CCI 1985 — 1989
Peter J. Solomon Company November 2010 - Present
Miller Buckfire 2003 - 2010
Wasserstein Perella 1999 - 2003
Bear Stearns & Company 1997 - 1999
CIBC Wood Gundy 1990 - 1997
Skills
LBO, Mergers, Corporate Finance, Financial Modeling, Corporate Development, Equities, Hedge Funds, Venture Capital, Capital Markets
Education
Chicago GSB 1997 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia University in the City of New York 1984 — 1988
Bachelor's degree, Economics
Pole Star Advisory Services Inc. January 2015 - Present
OMERS January 2015 - Present
Oakville Hydro Corporation April 2013 - Present
CIBC World Markets January 2010 - December 2014
CIBC World Markets January 1997 - December 2009
CIBC Wood Gundy April 1995 - December 1996
CIBC World Markets plc (formerly CIBC Bank plc) February 1992 - March 1995
CIBC September 1990 - January 1992
CIBC August 1985 - August 1990
Skills
Project Finance, Corporate Finance, Capital Markets, Finance, Financial Structuring, Structured Finance, Investment Banking, Leveraged Finance, Financial Modeling, Due Diligence, Fixed Income, Bonds, Investments, Strategy, Syndications, Private Placements, Financial Advisory, Public Private..., Mergers & Acquisitions
Education
University of British Columbia
MBA, Finance & International Business
University of British Columbia
B.A. Sc., Civil Engineering
University of Cambridge
International Banking Summer School Program
z Association of Corporate Treasurers
Diploma in Corporate Treasury Management
McLean Trading August 2013 - Present
Langley Hyundai March 2010 - March 2013
Buxton Consulting January 2009 - March 2010
Automotive Industry April 2002 - January 2009
CIBC Wood Gundy October 1999 - November 2001
Edmonton Oilers Hockey Club September 1997 - October 1999
Nesbitt Burns March 1995 - August 1997
Tenex Data Corporation April 1988 - March 1995
Skills
Solution-Oriented..., Exceptional..., Muli-Level Account..., Collaborative Problem..., Teamwork, Contract Negotiation, Competitive Marketing..., Sales Presentations, Contact Management (CRM), Encouraging Fun, Territory Management, Account Management, Advertising, Direct Sales, Sales, Sales Force Development, B2B, Deal Closure, Qualifying Prospects, Contact Management, Sales Management, New Business Development, Marketing, Selling, Sales Process, Vehicles, Automobile, Automotive, Lead Generation, Management
Education
Canadian Securities Course 1994 — 1994
Diploma, Diploma
BCIT
Marketing, Sales, Business Math
Semiahmoo Senior Secondary
CIBC Wood Gundy May 2000 - Present
Scotiabank March 1997 - May 2000
Scotiabank June 1991 - March 1997
Skills
Investments, Banking
Education
Algonquin College of Applied Arts and Technology 1992 — 1995
Business Administration - Accounting, Accounting and Business/Management
Tembec February 2011 - Present
Hydro One October 2010 - December 2010
Cap Gemini Sogeti October 2010 - December 2010
Sun Life Financial November 2009 - June 2010
CIBC May 2008 - October 2009
CIBC Wood Gundy September 2007 - April 2008
Osler, Hoskin & Harcourt LLP January 2007 - June 2007
Russian Television Network of Canada February 2006 - December 2006
GlassTech MediaInc. October 2004 - August 2005
Skills
Business Analysis, SQL, Project Management, Access, Linux, Operating Systems, Project Planning, Visio, Active Directory, Process Improvement, Unix, Customer Service, Software Documentation, Management, Servers, Troubleshooting, Microsoft SQL Server, Windows, MS Project, Networking, Programming, VPN, Requirements Analysis, Vendor Management, Data Analysis, Visual Basic, Human Resources, Information Technology, Recruiting, Leadership, Process Engineering, Windows Server, XP, Program Management, Microsoft Exchange, Teamwork, Quality Assurance, Business Development, Mobile Devices, Integration, Training, Product Development, Start-ups, Team Building, New Business Development, SharePoint, Account Management, Cross-functional Team..., Change Management, Negotiation
Education
Centennial College 2002 — 2006
Computer Network Professional, Computer Science, Advanced Diploma
Centennial College
TruTeam June 2015 - Present
Au Natural Cleaning LLC July 2009 - Present
BNP Paribas September 2014 - May 2015
BNP Paribas June 2012 - May 2015
TD Securities USA LLC July 2011 - June 2012
Morgan Stanley May 2010 - July 2011
CIBC Wood Gundy May 1996 - February 2009
CIBC World Markets May 1996 - February 2009
CIBC May 1996 - February 2009
Skills
Active Directory, Bloomberg, Disaster Recovery, Electronic Trading, Equities, Fixed Income, ITIL, Banking, Business Analysis, Capital Markets, Derivatives, Management, Market Data, SDLC, Securities, SharePoint, Trading Systems, Vendor Management, Visio, Project Management, Investment Banking, Team Building, Analysis, Financial Services, Integration, IT Strategy
Education
City University of New York-Baruch College 1991 — 1996
Computer Information Systems, Computer and Information Sciences and Support Services
St Raymonds High School 1985 — 1989
Diploma
ScotiaMcLeod May 2012 - May 2014
CIBC Wood Gundy May 2010 - May 2012
RE/MAX All Points Realty October 2008 - September 2009
Skills
Customer Service, Filing, Administrative Work, Real Estate, Referrals, Investment Properties, Sales, First Time Home Buyers, Investors, Management, New Home Sales, Listings, Residential Homes, Negotiation, Luxury, Microsoft Excel
Education
British Columbia Institute of Technology 2007 — 2010
Diploma, Financial Management
Canadian Securities Institute
Registered Representative, IIROC
CIBC Wood Gundy January 2012 - Present
CIBC September 1999 - January 2012
Skills
Strategic Financial..., Wealth Management, Management, Retirement Planning, Credit, Portfolio Management, Securities, Financial Services, Investments, Risk Management, Mutual Funds, Asset Management, Wealth, Asset Managment, Investment Advisory, Capital Markets, Customer Service, Canadian Securities..., Estate Planning, Investment Strategies
Education
Centennial College 1986 — 1989
Canadian Securities Institute
Financial Planners Standard Council
Bond Brand Loyalty - A Maritz Company December 2014 - April 2015
Bond Brand Loyalty April 2011 - December 2014
Rolls-Royce February 2010 - February 2011
McKesson Canada October 2009 - January 2010
Wonderland English Institute November 2006 - December 2008
CIBC Wood Gundy October 2005 - September 2006
Endeavour Marketing June 2005 - September 2005
Alliance Atlantis Broadcasting February 2005 - June 2005
Industry Canada May 2003 - May 2004
Skills
Marketing, Sales, Project Management, Sales Contracts, SRED, Advertising, Policy Writing, Teaching, Joint Marketing, Cooperative Marketing, Co-marketing, Channel Engagement, Human Resources, Direct Marketing, Market Research, Social Media Marketing, Marketing Strategy, Marketing Communications, Management, Event Management, Account Management, Strategic Planning, Digital Marketing, Integrated Marketing, Event Planning, Strategy, Social Media, Leadership
Education
Acadia University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing, Organizational Change
Acadia University
Bachelor of Business Administration (BBA), Marketing
TD Bank Financial Group May 2013 - December 2014
TD Bank Financial Group September 2012 - April 2013
TD Bank Financial Group August 2011 - September 2012
Business Strategy Consultant 2009 - 2010
Mercer 2009 - 2009
CIBC Wood Gundy 2001 - 2003
Skills
Financial Analysis, Banking, Retail Banking, Portfolio Management, Strategic Financial..., Credit, Investments, Process Improvement, Mutual Funds, Business Analysis, Finance, Marketing, Business Strategy, Leadership, Project Management
Education
University of California, Los Angeles 2015 — 2015
Project Management Certificate
Concordia University 2006 — 2008
MBA, Management, Business Strategy, 3.91
TD Wealth January 2015 - Present
TD Wealth January 2013 - January 2015
CIBC Wood Gundy June 2009 - December 2012
CIBC Wood Gundy October 1998 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Financial Risk, Compliance
Education
Concordia University 1991 — 1994
Bachelor of Commerce (BCom), Finance, General
CEGEP - John Abbott College 1989 — 1991
Bachelor of Commerce (BCom)
CIBC Wood Gundy May 2012 - Present
Manpower August 2011 - May 2012
Sysco June 2011 - July 2011
Ministry of Finance, Planning and Economic Development March 2010 - January 2011
Profiles International 2008 - 2010
Skills
Microsoft Office, Analysis, Research, PowerPoint, Customer Service, Microsoft Excel, Finance, Financial Modeling, Strategic Planning, Investments, Time Management, Teamwork, Budgets
Education
Uganda Management Institute 2011 — 2011
Post Graduate Diploma, Financial Management
Uganda Martyrs University
Bachelor's Degree, Business/Managerial Economics
Columbia Business School 2015 - Present
RBC Capital Markets February 2015 - August 2015
Sherritt International Corporation October 2011 - November 2014
CIBC Wood Gundy May 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Toronto - Rotman School of Management 2006 — 2009
Bachelor of Commerce (B.Com.)
CFA Institute
CFA Charterholder
C.D. Howe Institute 1988 - Present
School of Public Policy and Governance, University of Toronto September 2014 - Present
Canadian Broadcasting Corporation 2011 - Present
Northern Analytics 2002 - 2007
University of Toronto 2000 - 2002
CIBC Wood Gundy 1986 - 1988
Natural Resources Canada 1984 - 1986
International Relations Society, University of Toronto 1981 - 1982
Skills
International Relations, Economics, Policy, Editing, Government, Public Policy, Policy Analysis, Non-profits, Public Speaking, Fundraising, Strategic Planning, Research, Management, Governance, Quality Management, Media Relations, Corporate Governance, Public Affairs, Public Relations, Strategic Communications, Foreign Policy, Strategy, Nonprofits, Leadership, Crisis Communications, Speech Writing, Corporate Social..., International..., Economic Development, Political Science
Education
University of Toronto - Rotman School of Management 2011 — 2012
ICD.D, Corporate Governance, Director Education Program
Investment Dealers' Association 1986 — 1986
Canadian Securities Course
Carleton University 1983 — 1986
MA, International Affairs
University of Toronto - Victoria University 1977 — 1982
BA Hon, International Relations
University of Toronto Schools 1971 — 1977
BMO Capital Markets July 2015 - Present
Kenneth Woods Portfolio Management Program January 2013 - January 2015
Novacap May 2014 - August 2014
CIBC Wood Gundy May 2013 - August 2013
Kailin Industrial Company Ltd. June 2011 - August 2011
Skills
Teamwork, Enthusiasm to learn, Critical Thinking, Equity Valuation, Microsoft Excel, Microsoft Word, Investments
Education
Concordia University 2011 — 2014
Bachelor's Degree, Finance
Champlain College 2008 — 2011
DEC, Commerce
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. December 2005 - November 2013
BMO Nesbitt Burns 2005 - 2005
CIBC Wood Gundy 2004 - 2005
BMO Nesbitt Burns 1999 - 2004
CIBC Asset Management January 1998 - August 1999
Skills
Wealth Management, Investments, Mutual Funds, Microsoft Excel, Fixed Income, Securities, Equities, Customer Satisfaction, Estate Planning, Customer Service, Alternative Investments, ETFs, Bonds, Banking, Asset Allocation, Wealth, Financial Services
Education
Athabasca University 2012 — 2013
Bachelor of Management, Business, Management, Marketing, and Related Support Services
Canadian Securities Institute
Wealth Management Essentials
Mohawk College
Business Administration, Accounting
Richardson GMP Limited December 2006 - Present
CIBC Wood Gundy 2002 - 2006
Merrill Lynch 2000 - 2002
Midland Walwyn 1998 - 1999
Deloitte Canada 1990 - 1997
Touche Ross 1987 - 1989
Skills
Wealth Management, ETFs, Investment Strategies, Investment Advisory, Investments, Tax, High Net Worth..., Estate Planning, Asset Allocation, Mutual Funds, Financial Services, Tax Efficient Income..., Investor Education, Estate and Legacy..., Retirement Planning, Entrepreneurial..., Life Insurance, Critical Illness..., Long Term Care Insurance, Group Benefits Plans, Wealth, Securities, Investment Management, Wealth Management..., Insurance, Financial Advisory, Finance, Portfolio Management, Strategic Financial..., Equities, Critical Illness, Investment Education, Asset Management, Alternative Investments, Retirement, Financial Planners, Hedge Funds, Options, Wealth Accumulation, Fixed Income, Bonds, Trading, Financial Markets, Derivatives, Risk Management, Capital Markets, Private Equity, Series 7, Financial Modeling, Relationship Management
Education
Carleton University 1983 — 1986
Bachelor of Commerce (BCom), Honors, Finance and Accounting
Cornwall Collegiate & Vocational School (CCVS) 1979 — 1983
Nicola Wealth Management April 2013 - Present
CIBC Wood Gundy December 2009 - April 2013
Sun Life Financial October 2004 - December 2009
Skills
Retirement Planning, Annuities, Disability Insurance, Group Benefits, Financial Planning, Strategic Financial..., Estate Planning, Long Term Care Insurance, Fixed Annuities
Education
Centennial College
3 year Diploma, Financial Services
ScotiaMcleod 2006 - Present
CIBC Wood Gundy January 1984 - October 2006
Acadia University 1978 - 1979
Skills
Wealth Management, Investment Advisory, Investment Strategies, High Net Worth..., Retirement Planning, Exchange Traded..., Baseball, ETFs, Asset Allocation, Alternative Investments, Finance, Estate Planning, Wealth, Mutual Funds
Education
Penn State University 1976 — 1980
Masters of Science, Physical Education, Motor Learning
Concordia University 1974 — 1976
Bachelor of Science, BIO-Phys-ed
The University of Western Ontario 1972 — 1974
National Bank Financial 2012 - Present
HSBC Securities 2007 - 2011
CIBC Wood Gundy 1997 - 2007
Skills
Canadian Investment..., Certified Financial..., Financial Management..., Chartered Strategic..., Fellow of the Canadian..., Insurance Agent
Education
British Columbia Institute of Technology 1995 — 1996
The University of British Columbia 1991 — 1995
Sentinel Secondary
YM-YWHA Montreal Jewish Community Centres May 2013 - Present
CIBC Wood Gundy June 2012 - August 2014
Deluxe Windows and Doors March 2012 - July 2013
Skills
Customer Service, Teamwork, Microsoft Excel, Financial Analysis, Public Speaking, Time Management, Social Media, Critical Thinking
Education
Concordia University 2013 — 2016
Bachelor of Commerce (BCom), Finance
Dawson College 2011 — 2013
DEC, Commerce
Herzliah High School 2006 — 2011
DES
CIBC Wood Gundy October 2014 - Present
BMO Nesbitt Burns May 2008 - October 2014
Martin Theodore November 2007 - May 2008
Coronet Insurance Agencies Ltd September 1987 - November 2007
Skills
CIM® (Chartered..., gestionnaire de..., Asset Management, Wealth Management, Wealth, Bonds, Fee Based Advisory, Insurance, Asset Managment, Financial Services, Investments, Investment Strategies, Mutual Funds, Investment Advisory, Finance, Securities, Strategy, Portfolio Management, Equities, Investment Management, Relationship Management, Fixed Income
Education
Concordia University 2000 — 2009
Bcomm
Canadian Securities Institute 2008 — 2010
Chartered Investment Manager, CIM®
Concordia University 1984 — 1987
Vanier College 1982 — 1984
Richardson GMP Limited October 2006 - Present
CIBC Wood Gundy January 2002 - October 2006
Merrill Lynch August 1999 - January 2002
Skills
Investments, Portfolio Management, Mutual Funds, Finance, DES, Asset Management, Strategy, Securities, Equities, Strategic Financial..., Wealth Management, Investment Advisory, Financial Planning, Alternative Investments, Investment Strategies, Risk Management, Retirement Planning, Financial Markets, Asset Managment, Philanthropie
Education
Institut québécois de planification financière (IQPF) 1999 — 2015
Planificateur financier
McGill University 1989 — 1992
B.A., Economics and Finance
John Abbott College 1987 — 1989
DEC, Commerce
Collège Bourget 1982 — 1987
DES
Ridge Vineyards April 2015 - Present
Global Business Strategist May 2012 - March 2015
Heights Chateau Wine + Spirits August 2013 - September 2014
French-American Chamber of Commerce September 2009 - April 2012
Pramex International January 2005 - October 2008
Andrew Urbain Inc. July 2000 - July 2004
Golin/Harris International July 1999 - July 2000
CIBC Wood Gundy September 1998 - March 1999
Skills
New Business Development, Wine & Spirits Industry, International Business, Market Research, French, Competitive Analysis, Business Strategy, Strategy, Management, Marketing, Market Analysis, Strategic Planning, Foreign Investment, Cross Cultural..., Positioning, Analysis, Strategic Communications, Project Management, Budgets, Product Development, Bilingual, Wine Pairing, Wine Tasting, Sales Presentations, Client Presentation, Start-ups, Start-up, Entrepreneurship
Education
International Culinary Center 2014 — 2014
Intensive Sommelier Program, preparing for Certified Sommelier Exam, Wine Steward/Sommelier, Qualification expected in December 2014
Stockholm School of Economics 1996 — 1998
MSc, International Business & Economics
American University 1991 — 1995
BA, International Studies
TD Direct Investing Inc August 2011 - August 2015
TD Direct Investing Inc. December 2007 - August 2011
TD Direct Investing Inc November 1998 - December 2007
CIBC Wood Gundy September 1997 - September 1998
RBC Dominion Securities April 1997 - August 1997
Skills
Mutual Funds, Trading, Wealth Management, Securities, Options, Equities, Fixed Income, Banking, Investments, Portfolio Management, Public Speaking, Business Development, Bonds, Investment Strategies, Credit, CRM, Relationship Management, Risk Management, Business Growth, Client Relationship..., Team Leadership, Twitter, HootSuite, Instagram, Social Media
Education
Carleton University 1991 — 1995
Bachelor of Arts, Sociology
Willis - FINEX North America September 2013 - Present
Chubb June 2011 - September 2013
Chubb September 2009 - May 2011
Chubb August 2004 - September 2009
CIBC Wood Gundy January 2002 - July 2004
etfs September 2000 - December 2001
Skills
Fiduciary Liability, Employment Practices..., Professional Liability, Insurance Claims, Underwriting, Adjusting, D&O, Fiduciary, Litigation Management, Directors & Officers..., Adjustments, Liability, Insurance, Claim, E&O, Property & Casualty..., Legal Liability, Reinsurance, Casualty, Commercial Insurance, Brokers, Financial Risk, Risk Management, Claims Management
Education
Loyola Law School, Loyola Marymount University 2008 — 2012
JD, Law
Bishop's University 1998 — 2001
B.B.A., Finance
Seminaire de Sherbrooke 1995 — 1997
D.E.C., Sciences de la Santé
David Aplin Group July 2013 - April 2014
Robert Half Management Resources May 2012 - June 2013
Holdun Family Office September 2008 - June 2010
Palos Management Inc. September 2004 - September 2008
LOM Securities (Bahamas) Limited December 1999 - September 2004
CIBC Wood Gundy September 1997 - December 1999
Skills
Finance, Asset Management, Financial Analysis, Financial Services, Mergers & Acquisitions, Equities, Management Consulting, Team Leadership, Strategic Financial..., Wealth Management, Trading, Risk Management, Corporate Finance, Strategy, Asset Managment, Investments, Hedge Funds, Financial Markets, Financial Risk, Derivatives, Portfolio Management, Capital Markets, Private Equity, Executive Management, Valuation, Investment Banking, Financial Modeling, French, Due Diligence, Venture Capital, Securities, Mutual Funds, Banking, Investor Relations, Fixed Income, Restructuring, Cash Management, Revenue Cycle Management, Channel Partners, Inventory Management, Fulfillment Management, Fulfillment Services, Management, Strategic Planning, Leadership, Consulting, Marketing, Customer Service, Sales, Financial Reporting
Education
Acadia University 1993 — 1997
BA, Political Science
Bishop's College School 1986 — 1993
O'Leary Funds August 2012 - Present
NEI Investments February 2010 - August 2011
AIC June 2008 - October 2008
CIBC Wood Gundy January 2007 - June 2008
Skills
Mutual Funds, Investment Advisory, Stocks, Bonds, Financial Planning, Investments, Strategic Planning, Portfolio Management, Customer Relations, Asset Management, Fixed Income, New Business Development, French, Insurance, Risk Management, Securities, Wealth Management, Asset Managment, Strategic Financial..., Financial Services, Investment Strategies, Business Development, Customer Service
Education
CSI 2007 — 2007
Conduct and Practices Handbook, Finance
CSI 2006 — 2006
Canadian Securities Course, Finance
Concordia University 1997 — 2002
BA, Political Science
TD Wealth Management March 2014 - Present
CIBC Wood Gundy January 2008 - February 2014
CIBC January 2006 - January 2008
CIBC January 2005 - January 2006
Skills
Financial Planning, Wealth Management, Mutual Funds, Investments, Finance, Portfolio Management, Financial Services, Mortgage Lending, Banking, Financial Analysis, Retirement Planning
Education
Concordia University 1999 — 2003
B.Comm, Finance
ScotiaMcLeod July 2007 - Present
GoodLife Fitness 1996 - Present
CIBC Wood Gundy April 1999 - July 2007
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Equities, Licensed Life..., Options Strategies, Strategic Financial..., Asset Allocation, Entrepreneurship, Finance, Financial Analysis, Mutual Funds, Financial Planners, Fixed Income, Investment Advisory, Bonds, Investment Strategies, Financial Divorce...
Education
Simon Fraser University 1986 — 1990
Bachelor of Business Administration (BBA), joint major Busines & Economics
Carleton University 1983 — 1985
engineering
Mackie Research Capital Corporation December 2007 - Present
CIBC Wood Gundy May 1998 - December 2007
Skills
Investment Advisory, Wealth Management..., Investments, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Wealth Management, Investment Strategies, Asset Management, Mutual Funds, Finance, ETFs, Wealth, Equities, Financial Planning
Education
Bishop's University 1992 — 1995
BA (honours), Psychology
CEGEP - John Abbott College
DEC Commerce
CIBC 401 BIKE CHALLENGE August 2005 - Present
CIBC Wood Gundy October 1979 - Present
CIBC World Markets 1979 - Present
Skills
Investments, Investment Advisory, Portfolio Management, Securities, Wealth Management, Mutual Funds, Equities, Investment Strategies, Wealth Management..., Investment Management, Relationship Management, Asset Allocation, ETFs, Wealth, Retirement Planning
Education
Concordia University 1975 — 1978
Bachelor, Commerce
CIBC Wood Gundy November 2011 - Present
TD Waterhouse Canada Inc., Private Investment Advice February 2010 - November 2011
CIBC Wood Gundy 2002 - 2010
Merrill Lynch Canada 2000 - 2002
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Strategies, Strategic Financial..., Equities, Business Strategy, Business Planning, Strategic Planning, Leadership, Business Development, Investment Advisory, New Business Development, Management
Education
McGill University 1985 — 1989
Bachelor of Commerce (B.Comm)
CEGEP - John Abbott College 1983 — 1985
D.E.C., Commerce
John Rennie H.S.
Financière Banque Nationale May 2014 - Present
CIBC Wood Gundy February 2010 - May 2014
National Bank of Canada January 2007 - January 2010
Ernst & Young 2005 - 2007
Skills
Investments, Equities, Investment Strategies, Financial Modeling, Financial Analysis, Capital Markets, Valuation, Bloomberg, Derivatives, Finance, Banking
Education
Columbia University - Columbia Business School 2012 — 2012
Value Investing Executive Program
2001 — 2004
BAA, Finance
University of Warwick 2003 — 2003
Exchange Student
Russell Investments January 2015 - Present
TD Asset Management January 2014 - January 2015
Pivotal Planning Inc. May 2010 - January 2015
Proud to be Me October 2011 - March 2014
CIBC Wood Gundy May 2008 - May 2010
ScotiaMcLeod August 1999 - May 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Project Planning, Wealth Management, Investment Advisory, Estate Planning, Financial Planners, Investment Strategies, Event Management, Succession Planning, Economics, Alternative Investments, Insurance, Event Planning, Non-profit..., Public Speaking, Fundraising, Charity Work, Marketing Strategy, Money Management, Investment Management, Asset Allocation, Finance, Financial Advisory, Wealth Management..., Retirement, Mutual Funds
Education
Algonquin College of Applied Arts and Technology
Diploma, Finance
Carleton University
BA, Economics
Bloomberg LP 2013 - Present
Bloomberg 2011 - 2013
Bloomberg 2010 - 2011
Bloomberg 2009 - 2010
Bloomberg 2008 - 2009
Bloomberg 2007 - 2008
CIBC Wood Gundy 2004 - 2007
Government of Newfoundland and Labrador 2005 - 2006
Education
Columbia University in the City of New York 2013 — 2015
Masters-International Economics
Memorial University of Newfoundland
Bachelor of Commerce
TD Waterhouse Private Investment Advice August 2012 - June 2013
Manulife Securities October 2009 - August 2012
PWL Capital February 2008 - February 2009
CIBC Wood Gundy June 2006 - February 2008
Skills
Investments, Wealth Management, Asset Allocation, ETFs, Portfolio Management, Equities, Estate Planning, Retirement Planning, Investment Strategies, RRSP, Securities, Financial Analysis, Corporate Estate Bond, Insurance, Bonds, Fixed Income, Financial Planning, Mutual Funds
Education
Concordia University
Loyola High School
CIBC Wood Gundy February 1998 - Present
Skills
Wealth Management, Investment Strategies, Financial Planning
Education
Concordia University 1994 — 1997
B.Sc., Major in Mathematics, Minor in Business Studies
RBC Dominion Securities May 2002 - Present
CIBC Wood Gundy January 1995 - May 2002
Skills
Wealth Management, Retirement Planning, Insurance
Education
Carleton University 1982 — 1985
BA, Political Science
CIBC Wood Gundy February 2013 - Present
National Speakers Bureau 2010 - Present
Endeavor Snowboards, Oakley, and Airhole 2005 - January 2013
David Atkins Enterprises April 2009 - February 2010
Skills
Public Speaking, Snowboarding, Event Management, Marketing, Sales, Customer Service, Editing, Social Media Marketing, Social Networking, Film, Sports, Advertising, Event Planning, Marketing Communications, Social Media, Public Relations
Education
Capilano University
BBA, Business
Point Grey Secondary school
McGill University Health Centre February 2014 - Present
Nikon Optical Canada Inc. July 2010 - February 2014
Concordia University - John Molson School of Business September 2009 - November 2009
TradeFreedom Securities Inc. March 2001 - July 2007
TradeFreedom Securities 2001 - 2007
CIBC Wood Gundy September 2000 - February 2001
Henry Birks & Sons Inc. October 1999 - August 2000
Skills
Accounting, Budgets, Credit, Data Analysis, Finance, Customer Service, Management, Financial Analysis
Education
Concordia University 2007 — 2009
MBA, Specialization: Management
Canadian Securities Institute 2006 — 2006
Anti-Money Laundering Course
Canadian Securities Institute 2006 — 2006
Broker Liability Course
Canadian Securities Institute 2006 — 2006
Corporate Governance Course
Canadian Securities Institute 2006 — 2006
Investor Confidence Course
Canadian Securities Institute 1999 — 1999
Canadian Securities Course
Canadian Securities Institute 1999 — 1999
Conduct and Practices Handbook Course
Concordia University 1995 — 1998
Bachelor of Commerce, Finance
Financial Life Focus, LLC January 2007 - Present
Loring Ward June 2000 - December 2006
Eli Lilly November 1998 - May 2000
CIBC Wood Gundy September 1995 - January 1998
Goldman Sachs August 1991 - July 1993
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance & Organizational Behavior
Colgate University 1987 — 1991
BA, Mathematical Economics
CIBC Wood Gundy February 2014 - Present
Newstalk 770 Calgary January 2009 - Present
TD Waterhouse November 2006 - February 2014
TD Waterhouse December 2001 - November 2006
Skills
Strategic Financial..., Investments, Wealth Management, Financial Analysis, Retirement Planning, Mutual Funds, Portfolio Management, Wealth, Financial Modeling, Estate Planning, Banking, Investment Strategies, Securities, Asset Managment, Asset Allocation, Mortgage Lending, Asset Management, Financial Advisory, Financial Services, Financial Planners, Equities, Investment Management, Investment Advisory, Retirement, Alternative Investments, Finance, Wealth Management..., High Net Worth..., Pensions, Fixed Annuities, Trading, Canadian Securities..., Life Insurance, Disability Insurance, Insurance, Certified Financial..., Tax, Retirement Savings, Critical Illness, Options, Personal Financial..., Wealth Accumulation, Financial Planning, Interview Skills, Radio Host
Education
Carleton University
Economics
Oracle Marketing Cloud October 2015 - Present
Oracle Marketing Cloud June 2014 - October 2015
XMC Branded Products Inc. October 2012 - April 2014
MFIVE Sports August 2012 - October 2012
Claymore Investments, Inc. May 2011 - March 2012
Flow Entertainment September 2007 - July 2009
CIBC Wood Gundy February 2008 - September 2008
CIBC Wood Gundy February 2007 - April 2007
Skills
Digital Marketing, Social Media, Web Analytics, Management, Advertising, Negotiation, Digital Strategy, Marketing Strategy, Business Development, E-commerce, Account Management, Marketing, New Business Development, Strategic Partnerships, Sales, Marketing Communications, Social Media Marketing, Leadership
Education
Dalhousie University 2005 — 2009
Bachelor Of Commerce, Entrepreneurship
Centennial College 2010 — 2011
Advertising Account Management
Canadian Forces January 2004 - Present
CIBC Wood Gundy 2004 - 2007
Youth Services Bureau of Ottawa 2000 - 2005
Skills
Military Operations, Army, Force Protection, Military Training, Command, National Security, Defence, Emergency Management, Tactics, Military, Operational Planning, Military Experience, Security Clearance, Weapons, Defense, Military Logistics, Exercises, Contingency Planning, Military Liaison, Ministry Of Defence, Negotiation, Project Management, Corporate Communications, Foreign liaison, Cultural Awareness, Asia Pacific, Chinese Foreign Policy, Diplomacy, Research, Leadership, Team Leadership, Public Speaking, Sales Management
Education
Harvard University 2012 — 2015
Master's degree, Management, 3.63/4.00 - 91%
Carleton University 1998 — 2002
Bachelor's degree, Criminology and Criminal Justice (Concentration in Law)
JSEM & POW! Productions April 2014 - August 2014
JSEM & POW! Productions August 2013 - April 2014
Jesta I.S. February 2013 - June 2013
CIBC Wood Gundy June 2011 - August 2012
Education
McGill University 2010 — 2013
Bachelor of Commerce (BCom), Psychology for Management
Concordia University 2014 — 2014
Certificate in Graphic Design, Graphic Design
Tel Aviv University 2012 — 2012
Business Administration and Management, General
Dawson College 2008 — 2010
Diplôme d'études collégiales, Psychology
Lower Canada College 2003 — 2008
High School Diploma
CIBC July 2014 - Present
CIBC April 2013 - July 2014
Volunteer/Committee Experience January 2009 - January 2014
CIBC Wood Gundy October 2009 - April 2013
CIBC Wealth Management January 2003 - October 2009
CIBC World Markets April 2000 - December 2002
Skills
Business Analysis, Risk Management, Program Management, Strategy, MS Project, Project Management, Integration, Management, PMO, Change Management, Leadership, Software Documentation, Project Planning, Training, Portfolio Management
Education
Global Knowledge 2012 — 2013
Project Management
Global Knowledge 2012 — 2012
Six Sigma Green Belt Course
George Washington University Nov 25 2005 — 2005
Masters, Project Management
The George Washington University
Associates Certificate, Project Management
Carleton University 1996 — 2000
Bachelor of Commerce Honours, Finance Major
TD Wealth November 2012 - Present
Canaccord Wealth Management February 2012 - November 2012
Canaccord Wealth Management December 2004 - January 2012
CIBC Wood Gundy December 2001 - December 2004
Merrill Lynch Canada June 1999 - December 2001
Midland Walwyn March 1995 - June 1999
Investors Group July 1991 - March 1995
Investors Group August 1986 - July 1991
Lethbridge Broncos Hockey Club WHL November 1985 - April 1986
Fredericton Express Hockey Club AHL August 1983 - July 1985
Skills
Sales Management, Coaching, Marketing Strategy, Financial Management, Investments, Estate Planning, Retirement, Management, Leadership, Sales, Wealth, Financial Advisory, Strategic Planning, Budgets, Business Strategy, Wealth Management, Team Building, Business Analysis, Strategy, Strategic Financial..., Change Management, Team Leadership, New Business Development, Operations Management, Mutual Funds, Financial Services, Investment Strategies, Investment Advisory
Education
Western University 1980 — 1982
MA, Coaching, Biomechanics, 3.70 GPA
Dalhousie University 1977 — 1980
BPE, Physical Education, 3.60
University of Pennsylvania 1973 — 1977
BA, History, French, 2.62 GPA
Athabasca University
Athabasca University
Self Employed April 2013 - Present
CIBC Wood Gundy November 2012 - April 2013
CIBC Wood Gundy November 2011 - November 2012
John Molson Human Resources Association November 2011 - May 2012
HSBC Securities April 2011 - November 2011
HSBC Bank Canada May 2008 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Customer Service, Marketing Communications, Social Media, Teamwork, Event Management, Microsoft Word, French, Outlook, Public Relations, Access, Marketing Strategy, Management, Team Leadership, Training, Sales
Education
Concordia University 2009 — 2012
Bachelor's, Management
Akita Chuo High School 2006 — 2007
AFS International Student Exchange, Promoting international cooperation and understanding
VOTI February 2014 - Present
VOTI November 2011 - February 2014
Manulife Securities November 2005 - November 2011
CIBC Wood Gundy February 2003 - November 2004
Skills
Strategic Planning, Training, Team Building, Team Leadership, Marketing, Sales, Risk Management, Time Management, Insurance, Project Planning, Business Strategy, Business Development, Investments, Account Management, Marketing Strategy, Teamwork, Management, Start-ups, Leadership, Financial Analysis, Microsoft Excel, New Business Development, Business Planning, Project Management, Security, Product Management, Sales Engineering
Education
Concordia University 1997 — 2001
BA, Economics
CEGEP - John Abbott College
DEC, Natural Sciences
Scotia Capital Inc., HollisWealth June 2004 - Present
CIBC Wood Gundy 2001 - 2004
Merrill Lynch Canada Inc. 1998 - 2001
Skills
Investment Management, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Finance, Investments, Retirement Planning, Financial Advisory, Wealth Management..., Securities, Wealth, Equities
Education
University of Pennsylvania - The Wharton School
CIMA® Certified Investment Management Analyst
Brock University 1985 — 1989
Bachelor of Business Economics
Raymond James Ltd. September 2008 - Present
Canaccord Financial November 2003 - September 2008
CIBC Wood Gundy December 1996 - November 2003
Skills
Communicating with..., Heling clients to..., Creating financial and..., reviewing and..., Protecting Managing and..., Investments, Financial Advisory, Portfolio Management, Retirement, Estate Planning, Asset Allocation, Insurance, Risk Management, Finance, Retirement Planning, Securities, Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Wealth, Equities, Financial Planners
Education
Carleton University 1991 — 1993
MMS, Finance
CIBC Wood Gundy April 2013 - Present
Investors Group Financial Services Inc. November 2006 - April 2013
iMPath Networks 1998 - 2007
Smith Packaging 1996 - 1998
Skills
Strategic Financial..., Retirement Planning, Finance, Estate Planning, Wealth Management, Investments, Personal Finance, Accounting, Mutual Funds, Risk Management, Insurance, Wealth Accumulation, Investment Strategies, Retirement, Financial Planners, Pensions, Asset Allocation, Business Planning, Strategy, Critical Illness, Investment Advisory, Wealth
Education
CSI 2008 — 2009
CFP, Financial Planning
Athabasca University 1999 — 2001
MBA, General Business
Society of Management Accountants 1996 — 1999
CMA, Accounting
Carleton University 1991 — 1995
Bachelor of Arts, Economics
CIBC Wood Gundy September 2014 - Present
TD Waterhouse Private Investment Advice September 2002 - September 2014
BMO Nesbitt Burns September 1997 - August 2002
Skills
Estate Planning
Education
Concordia University 1988 — 1992
B.Comm.
Vanier College 1986 — 1988
DEC
West Island College 1981 — 1986
City of Vancouver October 2011 - Present
Mark Igonia Ticket Broker January 2003 - Present
Qtrade Financial Group March 2011 - September 2011
Cypress Mountain January 2001 - March 2011
CIBC Wood Gundy February 2007 - June 2009
Electronic Arts May 2005 - November 2005
Royal Bank of Canada June 2001 - February 2005
Skills
Customer Service, Insurance, Microsoft Excel, Microsoft Office, Strategic Financial..., Project Management, Equities, Investments, Risk Management, Mutual Funds, Portfolio Management, Banking, Public Speaking, Strategic Planning, Time Management
Education
Thompson Rivers University 2012 — 2013
Bachelor of Commerce (BCom), Management Information Systems, General
British Columbia Institute of Technology 2002 — 2004
Diploma, Corporate Finance
Vancouver College 1996 — 2000
Canadian Securities Institute
CSC, CPH, WME, Technical Analysis Course, Trader Training Course, Branch Manager Course
RBC Dominion Securities April 2007 - Present
CIBC Wood Gundy February 2005 - April 2007
Toronto Public Library January 1990 - December 2004
Skills
Investment Strategies, Wealth Management, Asset Allocation, Mutual Funds, Financial Advisory, Investment Advisory, ETFs, Retirement Planning, Investment Management, Alternative Investments, Investments, Securities, Personal Financial..., Bonds, Retirement, Equities
Education
Centennial College 1991 — 1994
Diploma, Financial Services
Cedarbrae Collegiate
BCIT August 2014 - Present
TEC Canada 2008 - Present
3PM Partners January 2003 - Present
Hockey Education Reaching Out Society (HEROS) 2007 - December 2014
TD Bank Group November 2011 - May 2013
TELUS July 2007 - September 2008
TELUS May 2005 - July 2007
CIBC World Markets July 1995 - December 2002
CIBC Wood Gundy May 1989 - July 1995
Skills
Investments, Wealth Management, Non-profits, Business Strategy, Strategy Development, New Business Development, Strategic Planning, Customer Relations, Capital Markets, Fixed Income, Philanthropy, Public Speaking, Strategy, Nonprofits, Financial Markets, Governance, Portfolio Management, Banking, Management Consulting, Financial Services, Leadership, Entrepreneurship, Customer Service, Risk Management, Leadership Development, Start-ups, Mergers & Acquisitions, Marketing, CRM, Asset Management, Marketing Strategy, Change Management, Trading, Executive Management, Management, Securities, Sales, Business Planning, Venture Capital, Finance, Relationship Management, Team Leadership, Financial Risk, Equities, Corporate Finance, Financial Analysis
Education
Boston University 2004 — 2006
M.Sc, Banking and Financial Services Management
CFA Society 1990 — 1993
CFA
Queen's University 1981 — 1985
BA Honours, Economics and Political Studies
All Group Financial August 2012 - Present
Hampton Securities May 2002 - August 2012
CIBC Wood Gundy 1998 - 2002
BMO Nesbitt Burns 1992 - 1998
Dominion Securities 1986 - 1992
Euro Canadian Securities 1985 - 1986
Monsanto September 1981 - February 1985
Datacrown February 1980 - September 1981
Massey-Ferguson September 1973 - December 1979
Massey Ferguson France 1976 - 1978
Skills
Wealth Management, Retirement Planning, Capital Markets, Corporate Finance, Securities, Investor Relations, Investments, ETFs, Equities, Mutual Funds, Options, Corporate Governance, Private Placements, Due Diligence, Investment Advisory, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Private Equity, Fixed Income, Investment Banking, Trading, Venture Capital, Financial Services, Financial Markets, Investment Management, Strategic Financial..., Investment Strategies, Derivatives, Mergers & Acquisitions, Valuation, Equity Research, Bonds, Financial Advisory, Emerging Markets, IPO, Finance, Risk Management, Funding
Education
Columbia University - Columbia Business School 1970 — 1972
Master of Business Administration, marketing & international business
Dalhousie University 1969 — 1970
law
University of Toronto - University College 1965 — 1969
B.A, psychology, geology, astronomy
Richview Collegiate 1960 — 1965
RBC July 2015 - Present
RBC Dominion Securities August 2013 - June 2015
CIBC Wood Gundy March 2013 - August 2013
Citco Fund Services February 2011 - February 2013
RBC Dominion Securities May 2010 - September 2010
Town of Caledon April 2009 - September 2009
Mercedes-Benz Financial September 2008 - December 2008
Education
Brock University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Mayfield S.S. 2002 — 2006
CIBC Wood Gundy July 2015 - Present
CIBC Wood Gundy October 2011 - July 2015
CIBC February 2010 - September 2011
CIBC April 2008 - February 2010
CIBC November 2006 - April 2008
Skills
Training Programme..., Development & delivery..., Financial Services, Retail Banking, Credit Analysis, Project Coordination, Building Relationships, Communication, Customer Service, Training, Team Leadership, Wealth Management, Banking
Education
Concordia University 2003 — 2006
Bcomm, Finance
George Brown College 2012 — 2013
Instructing Adults Certificate, Education
Canadian Securities Institute
Canadian Securities Course
CIBC Wood Gundy
Skills
Financial Planning, Investments, Retirement Planning, Wealth Management
Education
Concordia University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance
R&R Investment Partners: CIBC Wood Gundy October 2013 - Present
R&R Investment Partners: CIBC Wood Gundy March 2012 - Present
CIBC Wood Gundy November 2010 - March 2012
CIBC Wealth Management January 2009 - December 2010
Skills
Wealth Management, Portfolio Management, Investment Management, Investment Advisory, Financial Markets, Investments, Estate Planning, Finance, ETFs, Retirement Planning, Asset Allocation, Equities, Mutual Funds, Asset Management, Investment Strategies
Education
Capilano University
Raymond James August 2009 - Present
CIBC Wood Gundy January 2006 - August 2009
RBC Dominion Securities September 1995 - December 2005
Skills
Investment Advisory, Financial Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Investments, Securities
Education
Carleton University
CIBC Wood Gundy February 2007 - Present
Macdonald Shymko & Company Ltd. February 2004 - February 2007
London South Bank University June 2003 - December 2003
Skills
Financial Planning, Portfolio Management, Research, Mutual Funds, Due Diligence, Asset Allocation, Asset Management, Investments, Investment Advisory, Equities, Wealth Management, Financial Analysis, Retirement Planning, Excel, Investment Products, Financial Markets, Capital Markets, Financial Advisory, Securities, Alternative Investments, Valuation, Strategic Financial..., Investment Management, Investment Strategies, ETFs, Financial Modeling, Retirement, Bonds, Fixed Income, Hedge Funds
Education
British Columbia Institute of Technology / BCIT 2004 — 2006
Associate Certificate, Financial Planning
McGill University 1997 — 2001
Bachelor of Commerce, Finance & International Business
St. George's Senior School 1992 — 1997
High School Diploma
John Hancock Financial Services July 2014 - Present
CIBC Wood Gundy March 2010 - July 2014
CI Investments Inc. 2005 - 2010
ING DIRECT Canada March 2003 - August 2005
Skills
Marketing Communications, Financial Services, Customer Service, Internal Communications, Corporate Communications, Strategy, Strategic Communications, Mutual Funds, Project Management, Relationship Management, Investments, Wealth Management, Portfolio Management, Communications Planning, ETFs, Market Research, Team Leadership, Management, Marketing
Education
Canadian Securities Institute
Canadian Investment Manager, Portfolio Management Techniques
Centennial College
Journalism
Ryerson University
CIBC Wood Gundy October 2014 - Present
TD Waterhouse Private Investment Advice December 2009 - September 2014
Nutrition House January 1999 - May 2006
Electronic Arts January 1997 - February 1999
Skills
Investments, Investment Strategies, Strategic Financial..., Retirement Planning, Mutual Funds, Portfolio Management, Asset Managment, Estate Planning, Bonds, Equities, Insurance, Fixed Income, Risk Management, Hedge Funds, Financial Analysis, ETFs, Succession Planning, Wealth Management, Wealth, Asset Allocation, Financial Advisory, Investment Advisory, Asset Management
Education
British Columbia Institute of Technology / BCIT 1990 — 1992
Management Systems, Business Administration and Management, General
FH Collins
EdgePoint Wealth Management April 2014 - Present
CIBC Wood Gundy December 2012 - April 2014
Integral Wealth Securities Limited May 2012 - October 2012
All Group Financial Services Inc. August 2011 - April 2012
Skills
Sales, Mutual Funds, Manage Client..., Wealth Management, Investment Strategies, Investments, Equities, Securities, Financial Modeling, Investment Advisory, Data Analysis, Communication, Asset Management, Capital Markets, Financial Advisory, Financial Planning, Fixed Income, Portfolio Management
Education
University of Toronto - School of Graduate Studies 2012 — 2014
Master of Library & Information Science (M.L.I.S.), Knowledge Management, Information Management
Carleton University 2005 — 2009
Political Science (Honours), Public Affairs and Policy Analysis
Sun Life Financial August 2008 - Present
CIBC Wood Gundy January 2006 - August 2008
Edward Jones Investments July 2004 - December 2005
Lectra January 1997 - June 2004
Skills
Retirement Planning, Investments, Insurance, Asset Allocation, Portfolio Management, Mutual Funds, Coaching, Sales, Financial Accounting, Microsoft Office, Microsoft Excel, Microsoft Publisher, PowerPoint, Dividend Stocks
Education
Concordia University 1987 — 1990
B.A., Economics
CIBC Wood Gundy June 2013 - Present
CIBC February 2012 - June 2013
RBC May 2011 - February 2012
Research In Motion January 2010 - August 2010
Ontario Ministry of Finance September 2008 - April 2009
Best Buy Canada October 2005 - August 2007
Cino Accounting & Bookkeeping Services April 2007 - April 2007
Education
Brock University 2006 — 2011
Honours Bachelor of Business Administration; 2011, Co-op; International Business
CSI
IIROC Registered Representative
CSI
Options & Derivatives Licence
Fisher Investments December 2013 - May 2015
HollisWealth/Scotia Capital Inc. July 2009 - November 2013
CIBC Wood Gundy January 2005 - May 2009
Skills
Investments, Wealth Management, Mutual Funds, Estate Planning, Retirement, Securities, Disability Insurance, Insurance, Investment Advisory, Investment and..., Investment Strategies, Retirement Planning, Finance, Financial Advisory, Investment Management, Income Protection, Group Benefits, Long-term Care, Critical Illness, Life Insurance, Wealth Accumulation..., Wealth Preservation..., Intergenerational..., Mortgage Lending, Pensions, Portfolio Management, Sales, Financial Planning, Small Business
Education
Canadian Securities Institute 2001 — 2011
CSC, CIM, FCSI, Financial Services
California State University-Northridge 1978 — 1985
MS, Business Administration
University of California, Los Angeles 1973 — 1975
No degree, Economics
Experis/Manpower Group May 2014 - Present
Administrative September 2012 - August 2013
TD Financial Group January 2012 - September 2012
CIBC, Retail Markets Training & Development June 2011 - October 2011
CIBC Wood Gundy February 2011 - May 2011
Inter-Action Rehabilitation Inc November 2008 - September 2009
Kanpur Instiute of Technology September 2005 - March 2007
Central Library, Indian Institute of Technology, Kanpur April 2002 - April 2003
Skills
Teamwork, Data Entry, File Management, Customer Service, Microsoft Office, PowerPoint, Research, Microsoft Word, Microsoft Excel, Building Business..., Management, Time Management, Sales
Education
Everest College of Business, Technology and Health care 2010 — 2010
Diploma, Business Administration
Chhatrapati Shahu Ji Maharaj University 2004 — 2005
Master, Library and Information Science
University of Lucknow 2003 — 2004
Bachelor, Library and Information Science
Chhatrapati Shahu Ji Maharaj University 1999 — 2002
Bachelor, Economics, Education
Board of Technical Education, Uttar Pradesh , Lucknow 1999 — 2001
Diploma, Library and Information Science
CIBC Wood Gundy July 2012 - Present
803 media January 2005 - July 2012
Kirk Talent May 2003 - July 2012
The Biltmore Cabaret February 2009 - May 2011
Kirk Talent 2001 - 2011
VideoClix November 2007 - November 2008
Hollyburn Contry Club January 2000 - January 2007
Skills
Entertainment, Film Production, Film, Television, Feature Films, Online Marketing, SEO copywriting, SEO, Web Services, Business Analysis, Business Strategy, New Business Development, Budgeting, Blogging, Photography
Education
advocis 2012 — 2013
life licence, Eatate Planning
British Columbia Institute of Technology 2006 — 2010
Business management
The Art Institute of Vancouver
Digital Film and Video
Revol Technologies Inc. January 2014 - Present
CIBC Wood Gundy November 2013 - January 2014
CIBC Wood Gundy September 2011 - October 2013
Tempbridge Commercial Mortgages Inc. June 2009 - July 2011
Viascan Inc. August 2008 - May 2009
Skills
Strategic Planning, Marketing Management, Business Planning, Forecasting, Sales, Evaluation, Business Intelligence, Financial Analysis, Accounting, Financial Modeling, Business Strategy, Finance, Investments, Analysis, Market Research, Pricing, Strategy, Market Analysis, Team Leadership, Project Management, Management
Education
Queen's University 2012 — 2013
MBA, Management
Concordia University 2005 — 2008
Bachelor of Commerce, Management
CIBC Wood Gundy May 2001 - Present
Merrill Lynch January 1999 - May 2001
Skills
Investments, Asset Managment, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Asset Allocation, Alternative Investments, Securities, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Investment Management, Bonds, Insurance, Wealth Management..., Options, High Net Worth..., Hedging, Estate Planning, Retirement, Separately Managed..., Investment Strategies, Financial Advisory, Strategic Financial..., Wealth
Education
Concordia University 1992 — 1996
Bachelors of finance
CIBC World Markets April 2012 - Present
BMO Nesbitt Burns September 2010 - March 2012
TD Waterhouse September 2004 - September 2010
TD Waterhouse September 2002 - September 2004
CIBC September 2001 - September 2002
CIBC Wood Gundy September 1998 - September 2001
Education
Carleton University 1992 — 1997
Bachelor’s Degree
CIBC Wood Gundy February 2011 - Present
CIBC Wood Gundy February 2011 - January 2014
Bank of America June 2010 - February 2011
Bank of America April 2008 - June 2010
Bank of America May 2003 - June 2010
Skills
Financial Analysis, Banking, Strategic Financial..., Credit, Financial Modeling, Credit Risk, Portfolio Management, Capital Markets, Financial Risk, Wealth Management, Mutual Funds, Finance, Equities, Investments, Corporate Finance, Fixed Income, Risk Management, Trading
Education
Financial Planning Standards Council (FPSC) 2014 — 2015
CPF 1, Certified Financial Planner, Level 1
Canadian Securities Institute 2008 — 2014
Canadian Securities Course,, Financial Planning I and II, Wealth Management Essentials, Capstone Course
Carleton University 2001 — 2005
B.comm, Finance
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial January 2008 - November 2009
CIBC Wood Gundy October 2005 - January 2008
CIBC Wood Gundy May 2003 - October 2005
CIBC Wood Gundy January 2001 - May 2003
Merrill Lynch Canada Inc. February 1999 - January 2001
Mamma.com May 2000 - October 2000
RBC Dominion Securities 1996 - 1997
Marleau Lemire 1995 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Securities, Fixed Income, Equities, Strategic Financial..., Asset Allocation, Financial Services, Risk Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Investment Strategies, Financial Planning, Retirement Planning
Education
CEGEP - John Abbott College 1990 — 1993
D.E.C., Pure & Applied Scienes
V.C.H.S. 1985 — 1990
RBC January 2015 - Present
Société de recherche sur le cancer August 2015 - Present
RBC January 2015 - July 2015
CIBC Wood Gundy June 2013 - August 2013
Skills
Time Management, Accounting, Customer Service, Sales, Microsoft Excel, Outlook, Problem Solving, Business Analysis, Teamwork, Team Leadership, Data Analysis, Communication, Interpersonal Skill, Analysis, Microsoft Office, Leadership
Education
Concordia University 2010 — 2014
Bachelor of Commerce (B.Com.), Accounting, 3.6 GPA
Dawson College 2007 — 2010
DEC, Social Science
CIBC Wood Gundy 2011 - Present
Wellington West BIA November 2013 - Present
Ottawa-based High Tech Companies, Federal Government Departments and Non-Profit Organizations 1994 - 2011
Skills
Investments, Finance, Wealth Management, Retirement Planning, Alternative Investment..., Estate Planning, Health and wellness, Entrepreneurship, Product Marketing, Strategy, Strategic Planning, Financial Services, Portfolio Management, Leadership
Education
Carleton University 1990 — 1994
BComm
Toronto International Film Festival 2013 - 2014
Hartford Investment Management January 2008 - November 2009
Franklin Templeton Investments May 1993 - March 2001
CIBC Wood Gundy 1991 - 1993
Skills
Mutual Funds
Education
Acadia University 1987 — 1991
National Bank Financial January 2010 - Present
CIBC Wood Gundy November 2004 - January 2010
Brockhouse Cooper June 2001 - April 2004
Education
Acadia University 1998 — 2001
CIBC Wood Gundy July 2011 - Present
Blast Radius 2013 - 2013
Lyris December 2010 - July 2011
Ganz 2007 - April 2009
Bell Sympatico March 2007 - August 2007
Siemens ITS February 2000 - November 2005
Siemens 2000 - 2005
Rogers communications December 1998 - December 1999
Symantec Corp January 1997 - December 1998
Skills
Software Quality..., Networking, Automated Software..., Manual Testing, Quality Assurance, Test Cases, Test Strategy, Software Development, Testing, Test Planning, Integration, SDLC, Teamwork, Test Automation, Requirements Analysis, Process Improvement, Agile Methodologies, Business Requirements, QTP, Quality Center, Regression Testing, SQL, Software Project..., Visio
Education
Centennial College 2011 — 2011
Software Quality Assurance and Testing Certification, Software Testing, Certificate
Seneca College of Applied Arts and Technology 1996 — 1998
DeVry Institute of Technology 1993 — 1996
Diploma, Electronics Engineering
TVH HOLDINGS October 2008 - Present
Invis November 2007 - October 2008
Monstermortgage.ca January 2007 - November 2007
AIM Trimark 1999 - 2007
CIBC Wood Gundy June 1998 - July 1999
Education
Bishop's University 1994 — 1998
Team Moulson Inc. August 2009 - Present
Pitney Bowes of Canada Inc 2007 - 2009
Pitney Bowes 1997 - 2007
Future Steel Buildings, Ltd. 1995 - 1997
CIBC Wood Gundy 1994 - 1995
Metropolitan Life Insurance Company 1992 - 1994
Imbrook Properties Limited 1983 - 1987
Skills
Analysis, Management, Managerial Finance, Accounting, Six Sigma, Strategy, Financial Reporting, Strategic Planning, Portfolio Management, Financial Analysis, Finance, Mergers, Tax, Forecasting, Start-ups, Business Planning, New Business Development, Business Development, Insurance, Mergers & Acquisitions, Valuation, Investments, Process Improvement, Executive Management, Credit, Financial Modeling, Business Process..., Corporate Finance, Contract Negotiation, Due Diligence, Strategic Financial..., Leadership, Negotiation, Auditing, Change Management, Risk Management, Banking, Management Consulting, Business Strategy, Budgets, Business Analysis, Restructuring, Internal Controls, Internal Audit, Accounts Payable
Education
Ivey Business School at Western University 1978 — 1980
MBA, Finance
Concordia University 1975 — 1977
B. Comm., Finance/ Accounting
Institute of Chartered Accountants of Ontario
Chartered Accountant
TD Wealth Private Investment Advice November 2005 - Present
TD Waterhouse Private Investment Advice 2005 - Present
CIBC Wood Gundy 1999 - 2005
Skills
Investments, Retirement Planning, Wealth Management, Investment Strategies, ETFs, Portfolio Management, Mutual Funds, Strategic Financial..., Wealth Management..., Wealth, Financial Advisory, Asset Allocation, Estate Planning, Investment Advisory, High Net Worth..., Bonds, Securities, Investment Management, Retirement, Fixed Income, Financial Planning
Education
Carleton University
BA, Political Science/Law
Carleton University
Master's Degree, Legal Studies, General
Canon Canada Inc. April 2006 - January 2007
CIBC Wood Gundy April 2003 - January 2004
Education
Griffith University 2007 — 2007
M.B.A., International Business
Brock University 2001 — 2006
Hon. BBA, Entrepreneurship
unique comp inc August 1997 - Present
CIBC Wood Gundy June 1993 - May 1996
uni bank 1986 - 1993
Skills
Entrepreneurship, Strategic Planning, Leadership, New Business Development, Business Analysis, Operations Management, Business Strategy, Team Management, Management Consulting, Sales, Program Management, Outsourcing, Strategy, Business Process..., Team Leadership, Project Management, Marketing, Small Business, Management, Project Planning, Risk Management, Contract Negotiation, Business Development, Budgets, Business Planning, Microsoft Office, Team Building, Start-ups, Banking, Business Intelligence, Negotiation, Change Management, Vendor Management
Education
Adelphi University 1980 — 1982
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Saurashtra University 1970 — 1974
bcom, business, Mahashankar raval prize to score highest in banking in the entire university
Faculty of social work
Master of Social Work (MSW)
CIBC Private Wealth Management March 2014 - Present
CIBC Private Wealth Management March 2013 - March 2014
CIBC Wood Gundy May 2008 - March 2013
CIBC Wood Gundy November 2005 - May 2007
CIBC Wood Gundy January 2000 - November 2005
Merrill Lynch July 1998 - January 2000
Skills
Estate Planning, Insurance, Wealth Management, Mutual Funds, Portfolio Management, Financial Services, Investments, Strategic Financial..., Investment Strategies, Securities, Retirement Planning, Retirement, Asset Allocation
Education
Centennial College
Business Marketing
Financial Services Commision of Ontario
LOMA
Canuckstuff/Overkill May 2012 - Present
J3C Badminton October 2008 - Present
Rich Brands, LLC October 2011 - April 2012
Toyota Credit Canada August 2009 - October 2011
Art Gallery of Ontario December 2008 - January 2009
Warner Bros. Entertainment Group of Companies August 2000 - May 2008
Maple Leaf Sports & Entertainment 1998 - 2000
Manulife Financial January 1999 - April 1999
CIBC Wood Gundy September 1998 - March 1999
CIBC Wood Gundy September 1995 - December 1997
Skills
Management, CRM, Accounting, Retail, Leadership, Marketing, Customer Service, Forecasting, Research, Entertainment
Education
Training Division Online - Texas 2010 — 2010
Certificates, Fire Fighter Pre Service
Toronto Fire Fighter Career Preparation Course 2009 — 2010
Certificate, Fire Services
Servitor Training Services 2007 — 2007
Certificate, Microsoft Powerpoint - Level 1
Centennial College 1998 — 1998
Certificate, Introduction to Power Builder 7.0
George Brown College 1989 — 1992
Graphic Design
CIBC Wood Gundy April 2011 - Present
RBC Dominion Securities July 2005 - April 2011
Skills
Asset Management, Customer Service, Equities, Investments, Strategic Planning, Wealth Management, Financial Services, Financial Planning, Retirement Planning
Education
British Columbia Institute of Technology 2003 — 2005
Financial Management
University of Washington 1996 — 2000
BA, Geography
Canadian Securities Institute
FMA
CIBC Wood Gundy 1983 - Present
Mannix Group of Companies 1972 - 1982
Skills
Wealth Management, Investment Advisory, Retirement Planning, Portfolio Management, Estate Planning, Business Coaching, Mentoring, Building Franchises, Technical Writing, Philanthropy, Investment Strategies, Financial Advisory, Mutual Funds, Management, Financial Planning, Securities, Strategic Planning, Investments, Asset Management, Alternative Investments
Education
Sauder School @ UBC
University of British Columbia
B.A. in Economics, Economics
British Columbia Institute of Technology
Diploma of Mining Technology, Mining
St. Michaels University School
CIBC Wood Gundy April 2008 - Present
Aegon Canada (Transamerica Life) 1999 - 2006
Prudential Insurance Company of Canada September 1990 - 1996
Skills
Instructional Design, Insurance, Documentation, SharePoint, Customer Service, Problem Solving, Coaching, Customer Relations, PowerPoint, Quality Assurance, Mentoring, Excel, Word, Team Leadership, E-learning, Microsoft Office, Public Speaking, Administration, Software Documentation, Microsoft Excel, Microsoft Word, Mutual Funds, Retirement Planning, Leadership, E-Learning, Training, Change Management, Team Building, Management, Investments
Education
Centennial College
Teacher of Adults
Agateris Media December 2013 - Present
Carré d'As Tutorat January 2011 - Present
Financial Analyst Warrior May 2013 - Present
Independent October 2008 - Present
WSBG LLP. Chartered Accountants 2008 - 2008
CIBC Wood Gundy 2006 - 2008
Skills
Investments, Trading, Options, Entrepreneurship, Finance, Management, CRM, Financial Services, Credit, Investment Management, Trading Strategies, Equities, Investment Strategies, Wealth Management, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management, Mutual Funds, Asset Allocation
Education
CFA Institute 2007 — 2011
CFA, Chartered Financial Analyst
Concordia University 2004 — 2007
BCOMM, Finance, Accounting, International Business
Cordy Oilfield Services Inc. July 2014 - Present
Alliance Capital Partners 2013 - Present
Brisco Capital Partners 2006 - 2013
Energy Communications 2002 - 2006
Shift Networks 2000 - 2002
Regare Telecom Group 1999 - 2000
Investment Dealers Association 1998 - 1999
Alberta Stock Exchange 1995 - 1998
CIBC Wood Gundy 1993 - 1995
BMO Nesbitt Burns 1990 - 1993
Skills
Investments, Venture Capital, Mergers & Acquisitions, Investor Relations, Financial Analysis, Corporate Finance, Capital Markets, Trading, Marketing Strategy, Account Management, Strategic Planning, Portfolio Management, Start-ups, Valuation, Equities, Financial Modeling, Private Equity, Strategy
Education
Acadia University 1983 — 1987
bba, Business Administration, Management and Operations
CIBC Wood Gundy February 2008 - Present
Bank of America (MBNA) 2004 - 2007
Nortel 2000 - 2001
Education
Carleton University 1994 — 2000
Double Major, Finance and Accounting
Colonel By Secondary School 1988 — 1993
zeeba international trading inc. March 2006 - Present
TD Waterhouse Capital Markets, Inc. April 2002 - March 2006
CIBC Wood Gundy October 1999 - April 2002
Skills
Strategic Planning, Business Strategy, New Business Development, Business Planning, Start-ups, International Business, International Sales, Business Development, Marketing Strategy, Entrepreneurship, Management Consulting, Product Development, Strategy, Negotiation, B2B, E-commerce, Marketing Management, Management, Customer Service, Product Marketing, Strategic Partnerships, Research
Education
Carleton University 1991 — 1993
Master’s Degree, Public Administration
Carleton University 1987 — 1990
Bachelor of Arts (B.A.), Political Science and Government and Economics
Bromsgrove, England 1970 — 1974
Laurentian Bank Securities October 2008 - Present
CIBC Wood Gundy June 1996 - October 2008
Skills
Investment Strategies, Securities, Wealth Management
Education
Concordia University 1987 — 1990
BA
Dawson College 1985 — 1987
D.E.C, Social Sciences
Chomedey Laval High School
CIBC Wood Gundy September 1999 - Present
Deloitte 1995 - 1999
Skills
Strategic Financial..., Mutual Funds, Investments, Wealth Management, Financial Analysis, Investment Strategies, Equities, Investment Advisory, Securities, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Fixed Income, Financial Modeling
Education
Concordia University
CIBC Wood Gundy September 2003 - Present
Skills
Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Asset Allocation, Strategic Financial..., Mutual Funds, Wealth, Portfolio Management, Alternative Investments, Asset Management, Equities, Estate Planning
Education
Bishop's University 1989 — 1994
Contract Sr Operations SpecialistNCM CapitalJuly 2005 - October 2012
Computershare 1989 - 1999
Computershare May 1988 - October 1997
Scotia Mcleod September 1985 - May 1988
CIBC Wood Gundy 1981 - 1985
Richardson Securities of Canada 1976 - 1978
Skills
Mutual Funds, Account Reconciliation, International..., Reorg, Securities, Equities, Capital Markets, Operations Management, Wealth Management, Back Office, Financial Services, Fixed Income, Hedge Funds, Investments, Derivatives, Portfolio Management, Bloomberg, Corporate Actions
Education
Centennial College 1968 — 1971
Psychology
Cedarbrae Secondary School 1963 — 1968
psychology
+Rosemere High School 1960 — 1961
Monklands High School 1959 — 1960
Alphalink Investment Partners Inc July 2015 - Present
Excel Funds Management Inc February 2015 - Present
Alphalink Investment Partners Inc January 2009 - January 2015
Excel 2015 - 2015
Excel 2015 - 2015
Scotia Capital 2010 - 2011
AIMA 2007 - 2011
BluMont Capital 2003 - 2008
CIBC Wood Gundy 1996 - 2003
Education
Castleton University 1985 — 1989
BS
CIBC Wood Gundy January 2010 - Present
CIBC Wood Gundy February 2008 - July 2009
Education
Bishop's University 2002 — 2007
BA, Psychology & English
CIBC Wood Gundy November 2012 - Present
CIBC Wood Gundy July 2011 - May 2012
MAALOUF INTERNATIONAL February 2011 - April 2011
Nokia i2 June 2006 - December 2007
Maalouf Telecom Nokia September 2002 - February 2003
Skills
Market Research, Market Planning, Sales, Strategy, Start-ups, Marketing, Finance, Banking, Analysis, B2B, Financial Analysis, Project Management, Continuous Improvement, Management, Marketing Strategy
Education
Canadian Securities Institute 2012 — 2012
CSC & CPH, Canadian Securities Course
McGill University 2008 — 2010
Graduate Diploma, Marketing management
Université de Carthage 2003 — 2007
Bachelor of Arts, Foreign Languages Applied to Business
CIBC Wood Gundy June 2015 - Present
BMO Nesbitt Burns May 2010 - June 2015
Skills
Investments, Risk Management, Wealth Management..., Investment Management, Mutual Funds, Retirement Planning, Stocks, Bonds, Alternative Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Finance, Investment Advisory
Education
Concordia University 2004 — 2008
BComm, Finance
CIBC Wood Gundy July 2014 - Present
Skills
Financial Planning, Retirement Planning, Education Savings, Investment Selection, Financial Review, Wealth Building, Financial Advisory, Cash Management, Financial Sales, Debt Management, Strategic Financial..., Sales Finance, Equities, Finance, Financial Analysis, Financial Regulation, Financial Services, Fixed Income, Investments, Mutual Funds, Sales, Small Business, Wealth, Wealth Management, Customer Service, Estate Planning
Education
Sheridan College 2010 — 2011
Financial Planning Graduate Certificate
Brock University 2006 — 2010
Honours BBA, Finance
CIBC Wood Gundy March 2014 - Present
TD Wealth - Private Investment Advice July 2012 - February 2014
TD Waterhouse January 2008 - June 2012
RBC Royal Bank November 2006 - January 2008
Skills
Investments, Financial Planning, Portfolio Management, Retirement Planning, Estate Planning, Wealth, Wealth Management, Retirement, Mutual Funds, Risk, Tax, Securities, Investment Advisory, Asset Management, Superannuation, Investment Strategies, High Net Worth..., Strategic Financial..., Financial Advisory, Mortgage Lending
Education
Mount Royal College 2002 — 2006
Certified Financial Planner Program
Concordia University 1991 — 1993
Political Science
CEGEP - John Abbott College 1988 — 1991
DEC, Commerce
City of Vaughan April 2007 - Present
City of Vaughan September 1989 - April 2007
CIBC Wood Gundy 1987 - 1989
Skills
Community Outreach, Policy Analysis, Public Relations, Event Planning, Customer Service, Strategic Planning, Research, Government, Strategic Communications, Municipalities, Policy, Fundraising, Public Speaking, Corporate Communications, Project Management, Report Writing, Non-profits, Marketing Communications, Conflict Resolution, Public Administration, Project Planning, Editing, Internal Communications, Supervisory Skills, Public Policy, Team Building, Local Government, Coaching, Social Media Marketing, Newsletters, Social Media, Event Management, Media Relations, Nonprofits, Volunteer Management, Change Management, Community Development, Emergency Management, Team Leadership, Economic Development, Legislation, Politics, Stakeholder Engagement, Community Engagement, Organizational..., Program Management, Leadership, Administration, Speech Writing, Workshop Facilitation
Education
Ontario Police College 1991 — 1991
Municipal Law Enforcement
Seneca College of Applied Arts and Technology 1988 — 1990
Fitness Leadership
Centennial College 1985 — 1987
Arts & Science
CIBC Wood Gundy May 2011 - Present
CIBC January 2005 - May 2011
RBC Wealth Management February 2000 - December 2004
Skills
Strategic Planning, Business Development, Banking, Management, Value Investing, Project Management, Wealth Management, Credit, Mortgage Lending, Portfolio Management, Investments, Loans, Strategic Financial...
Education
Capilano University 1996 — 1998
APMCP, Graduate Diploma - Asian business
University of Saskatchewan 1991 — 1995
Bachelor of Commerce (BCom), International Marketing
University of Saskatchewan 1986 — 1988
Bachelor of Arts (BA), International Relations and Affairs
CIBC Wood Gundy September 2006 - Present
Skills
Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Investments, Equities, Portfolio Management, Retirement Planning, Fixed Income, Asset Allocation, Strategic Financial..., Asset Management, Securities, Investment Management, Estate Planning, Options Strategies
Education
Saint Mary's University 2004 — 2006
Bachelor of Commerce, Major in Finance
Acadia University 2001 — 2004
CIBC Wood Gundy February 1997 - Present
TD 1995 - 1997
Canada Trust 1991 - 1995
Skills
Strategic Financial..., Financial Services, Retirement Planning, Retirement Savings, Retirement Plan..., Investments, Investment Strategies
Education
The University of Western Ontario 1991 — 1992
Economics
Acadia University 1987 — 1991
Bachelor of Arts (BA), Economics
CIBC Wood Gundy
Skills
Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Investments, Portfolio Management, Equities, Strategic Financial..., Asset Allocation, Securities, Fixed Income, Estate Planning, Asset Management, Retirement
Education
Acadia University 1985 — 1989
BA Econ
Acadia University 1985 — 1989
BA Econ
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. June 2006 - November 2013
CIBC Wood Gundy January 2002 - June 2006
Merrill Lynch October 1998 - December 2001
Midland Walwyn November 1997 - October 1998
BMO Nesbitt Burns February 1992 - November 1997
Skills
Personal Financial..., Personal Tax Planning, Investment Strategies, Retirement Planning, Philanthropy, Passive Income, Wealth Preservation..., Wealth Management
Education
McGill University 1979 — 1982
Master of Business Administration (M.B.A.), Finance
Bishop's University 1976 — 1979
BBA, Finance/Accounting
John Abbott College 1973 — 1976
CEGEP, Business Administration and Management, General
CIBC Wood Gundy November 2007 - Present
Skills
Training Delivery, Wealth Management, Team Leadership, Development & delivery..., Branch Administration, Software Documentation, Team Building, Employee Training, Coaching, Retail Banking, Branch Management, Branch Operation, Supervising Others, Client Relations Skills, Customer Service, Program Facilitation, Training, Banking, Financial Services
Education
British Columbia Institute of Technology
Arbonne International June 2013 - Present
Penson Financial Services November 2009 - September 2012
FIN-XO Securities Inc. February 2008 - November 2009
CIBC Wood Gundy 2005 - 2008
CIBC 2002 - 2005
The Body Shop 2000 - 2002
Skills
Investments, Derivatives, Risk Management, Credit, Equities, Fixed Income, Securities, Options, FX Options, Bloomberg, Portfolio Management, Banking, Trading, Financial Risk, Mutual Funds, Customer Service, CRM, Business Networking
Education
Concordia University 2004 — 2008
RBC Dominion Securities April 2013 - Present
Canaccord Financial January 2012 - April 2013
CIBC Wood Gundy January 2011 - December 2011
Education
The University of British Columbia 2008 — 2009
Diploma, Accounting
Royal Roads University 2003 — 2005
Bachelor's, Commerce
British Columbia Institute of Technology 1999 — 2001
Diploma, Marketing Management
CIBC Wood Gundy January 2001 - Present
MacNeill and Roberts Ltd January 1995 - January 2009
CIBC Wood Gundy January 1998 - January 2001
Skills
Wealth Management, Investments, Investment Strategies, Mutual Funds, Retirement Planning, Mortgage Lending, Securities, Financial Advisory, Investment Advisory, Finance, Financial Services, Fixed Income, Portfolio Management, Due Diligence, Asset Management
Education
University of Toronto 1994 — 1998
BA (Honours), Management and Finance; economics
University of Toronto at Scarborough 1994 — 1998
BA Honours, Finance and Economics
Carleton University 1990 — 1994
BA Honours, Political Science
Carleton University 1990 — 1994
BA, Political Science
Centennial College
Project Management
CAE September 2011 - Present
Sir Winston Churchill Pub August 2009 - September 2010
The Levi's Store 2008 - 2009
Urban Outfitters 2007 - 2008
CIBC Wood Gundy 2007 - 2008
Skills
MS Office Suite, Bloomberg Terminal, PowerPoint, Word, Excel, Contract Negotiations, Group Presentations, Research, Supplier Management, Supply Chain Management, Strategic Sourcing, Microsoft Excel, Contract Negotiation, Microsoft Office, Teamwork, Analysis, Customer Service, Event Planning, Microsoft Word, Sales, Social Media, Social Media Marketing
Education
Concordia University 2010 — 2013
B.Comm, International Business
Ecole supérieure de Commerce de Toulouse 2012 — 2012
International Student Exchange Program, Business
Dawson College 2008 — 2010
St. George's High School 2003 — 2008
Sec V
CIBC Wood Gundy January 1988 - Present
Touche Ross January 1986 - December 1987
Education
Concordia University
bachelor of commerce, accounting
Sagium July 2014 - Present
Hamilton and Partners September 2009 - July 2014
CIBC Wood Gundy August 2004 - September 2009
Major Drilling International, Inc. 2000 - 2002
Major Drilling International, Inc. 2000 - 2002
Skills
Securities, Retirement, Valuation, Asset Managment, Certified Financial..., Financial Planners, Tax, Insurance, Portfolio Management, Fixed Annuities, Asset Management, Financial Analysis, Life Insurance, Retirement Planning, Disability Insurance, Due Diligence, Finance
Education
Bishop's University 1998 — 2002
Bachelor's degree
CIBC Wood Gundy Financial AssociateMerrill LynchNovember 1998 - April 2000
Education
Concordia University 1993 — 1996
English Literature and Journalism
CIBC Wood Gundy Student Event AssistantConcordia University - Advancement and Alumni OfficeFebruary 2009 - February 2011
Ernst & Young Mauritius January 2007 - July 2007
Skills
Financial Analysis
Education
Concordia University 2007 — 2010
Bcomm, finance
Richardson GMP Limited 2005 - Present
CIBC 1994 - 2006
BMO Nesbitt Burns May 1983 - 1994
CIBC Wood Gundy May 1979 - May 1983
Skills
Investments, Equities, Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Fixed Income
Education
Queen's University 1975 — 1979
BA Honours, Economics
Trinity College School 1973 — 1975
High School, 13
Upper Canada College 1962 — 1973
Lazard Capital Markets January 2012 - March 2014
Knight Capital Group November 2007 - April 2011
BNP Paribas June 2004 - July 2007
UBS Investment Bank 2000 - 2004
BancBoston Securities March 1999 - February 2000
Montgomery Securities March 1997 - March 1999
CIBC Wood Gundy February 1996 - March 1997
Salomon Brothers September 1986 - July 1996
Chemical Bank July 1983 - September 1986
Babcock & Wilcox July 1979 - July 1981
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MBA, Concentration in Finance
Carnegie Mellon University 1975 — 1979
B.S., Business, Economics
. July 2011 - Present
Renmark Financial Communications 2002 - 2007
Merrill Lynch 1999 - 2001
42nd street 1999 - 2000
CIBC Wood Gundy 1996 - 1999
Education
John Abbott College 1993 — 1996
Champlain College 1989 — 1991
CIBC Wood Gundy Investment Advisor AssistantRaymond James Ltd.2006 - 2008
Skills
Problem Solving, Client Service Oriented, Highly detail oriented, Outstanding time..., Learn New Software..., Adaptable to Changes, Motivated self-starter
Education
British Columbia Institute of Technology / BCIT
Accounting and Finance
Canadian Securities Institute
Transamerica Life Canada / Aegon Canada September 2007 - August 2012
Transamerica Life Canada / Aegon Canada September 2010 - March 2011
Transamerica Life Canada / Aegon Canada July 2003 - August 2007
Transamerica Life Canada / Aegon Canada December 2000 - July 2003
AEGON Dealer Services Canada, Inc. September 1999 - December 2000
CIBC Wood Gundy September 1997 - September 1999
Skills
Segregated Funds, Insurance, Call Center, Customer Relations, Mutual Funds, Customer Focus, Investments, Team Leadership, Customer Service, Financial Services, Critical Illness, Management, Marketing, Disability Insurance, Life Insurance, Training, Sales, Employee Benefits, Call Centers, Retirement, Term Life Insurance, Wealth Management, Financial Planners, Long-term Care, Strategic Financial..., Retirement Planning, Health Insurance, Relationship Management
Education
Brock University 1992 — 1994
IFIC
Canadian Investment Funds Course
IFIC
Operations
Humber College of Applied Arts 1994 — 1995
Business Retail Management
TD November 2012 - Present
TD Bank Group June 2009 - October 2012
CGI July 2008 - June 2009
Perimeter Financial March 2005 - January 2008
Scotiabank January 2004 - February 2005
Scotia Cassels September 2000 - December 2003
CIBC Wealth Management January 1998 - August 2000
CIBC January 1996 - December 1997
CIBC Wood Gundy January 1994 - December 1995
Skills
Business Intelligence, Leadership, Banking, Risk Management, Investments, Portfolio Management, Business Analysis, Wealth Management, Business Requirements, Business Process..., Financial Services, Equities, Relationship Management, Requirements Analysis, Requirements Gathering
Education
University of Toronto 1989 — 1993
Certificate Investment Management & Financial Analysis
University of Toronto - Woodsworth College 1989 — 1993
B.Sc., Economics, Quantitative Methods
ORT Colleges
ORT Colleges
ORT Colleges
Alexandria Moulding May 2014 - Present
Solsmart Energy Solutions May 2013 - August 2013
Wilfrid Laurier University Student Publications May 2012 - April 2013
Wilfrid Laurier University Students' Union May 2012 - April 2013
CIBC Wood Gundy May 2012 - August 2012
CIBC Wood Gundy June 2011 - August 2011
No Frills May 2008 - July 2011
Skills
Teamwork, Microsoft Office, Time Management, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Photoshop, Social Networking, InDesign, Microsoft Publisher, Social Media, Marketing Communications, Organization, Google Analytics, Photography, Communication Skills, Communication, Leadership, Google Adwords, Outlook, QuickBooks, Logistics, SmartOffice, Database Management, Prezi
Education
Wilfrid Laurier University 2010 — 2014
Bachelor's Degree, Honours Bachelor of Business Administration (BBA)
Aarhus Universitet 2013 — 2013
Bachelor's Degree, Business Administration, BSc
St. Theresa of Lisieux CHS 2006 — 2010
CIBC Wood Gundy June 2014 - Present
Education
CEGEP - John Abbott College 2013 — 2015
DEC in Commerce, Commerce