CIBC Wood Gundy

Industry: Retail banking company

Description

CIBC 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

Employee
Years
Job
Industry
Rick Aulik Rick Aulik Vancouver, Canada Area Details
Rick Aulik's CIBC Wood Gundy Experience March 2005 - October 2008
Job Investment Advisor at CIBC Wood Gundy on The Pope Team
Industry Financial Services
Experience
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

Sara Isa Sara Isa Montreal, Canada Area Details
Sara Isa's CIBC Wood Gundy Experience 1998 - 2007
Job Client Services and Administrative Coordinator at MacDougall Investment Counsel
Industry Financial Services
Experience
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

Richard Sontz Richard Sontz Vancouver, Canada Area Details
Richard Sontz's CIBC Wood Gundy Experience January 2000 - January 2008
Job Investment Advisor RRC at Wolverton Securities Inc
Industry Financial Services
Experience
Canaccord Genuity Inc.  2011 - April 2014
CIBC Imperial Service  2008 - 2011
CIBC Wood Gundy   January 2000 - January 2008

Education
University of Alberta   1984 — 1986
Education

Capilano College   1994 — 1996
Business Administration, Business

Joe Dillon Joe Dillon Toronto, Canada Area Details
Joe Dillon's CIBC Wood Gundy Experience September 2001 - December 2008
Job Private Investor
Industry Financial Services
Experience
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

Derek Griffiths, FMA Derek Griffiths, FMA Kitchener, Canada Area Details
Derek Griffiths, FMA's CIBC Wood Gundy Experience January 2005 - May 2006
Job Branch Manager at Scotiabank
Industry Banking
Experience
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

Durc A. Savini Durc A. Savini Greater New York City Area Details
Durc A. Savini's CIBC Wood Gundy Experience 1990 - 1997
Job Managing Director, Head of Restructuring & Recapitalization Group at Peter J. Solomon Company
Industry Investment Banking
Experience
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

Cliff Inskip Cliff Inskip Toronto, Canada Area Details
Cliff Inskip's CIBC Wood Gundy Experience April 1995 - December 1996
Job President at Pole Star Advisory Services Inc.
Industry Capital Markets
Experience
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

Stefan McLean Stefan McLean Vancouver, Canada Area Details
Stefan McLean's CIBC Wood Gundy Experience October 1999 - November 2001
Job Owner MCLEAN TRADING INC.
Industry Automotive
Experience
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

Chantal Rogers Chantal Rogers Ottawa, Canada Area Details
Chantal Rogers's CIBC Wood Gundy Experience May 2000 - Present
Job Investment Advisor Assistant at CIBC Wood Gundy
Industry Financial Services
Experience
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

Dmitry Shirshov Dmitry Shirshov Toronto, Canada Area Details
Dmitry Shirshov's CIBC Wood Gundy Experience September 2007 - April 2008
Job IT Specialist (Contract) at Tembec
Industry Paper & Forest Products
Experience
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

Antonio Negron Antonio Negron Daytona Beach, Florida Area Details
Antonio Negron's CIBC Wood Gundy Experience May 1996 - February 2009
Job IT Business Analyst TruTeam (Top Build )
Industry Information Technology and Services
Experience
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

Alena Stolitsyna Alena Stolitsyna Vancouver, Canada Area Details
Alena Stolitsyna's CIBC Wood Gundy Experience May 2010 - May 2012
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
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

Warren Danford Warren Danford Toronto, Canada Area Details
Warren Danford's CIBC Wood Gundy Experience January 2012 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Banking
Experience
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

Jordan I. Butt Jordan I. Butt Toronto, Canada Area Details
Jordan I. Butt's CIBC Wood Gundy Experience October 2005 - September 2006
Job Skilled Marketing and Account Management Professional
Industry Marketing and Advertising
Experience
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

Maria Boldina Maria Boldina Los Angeles, California Details
Maria Boldina's CIBC Wood Gundy Experience 2001 - 2003
Job MBA
Industry Financial Services
Experience
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

Baptist Dias-Juliao Baptist Dias-Juliao Montreal, Canada Area Details
Baptist Dias-Juliao's CIBC Wood Gundy Experience June 2009 - December 2012
Job Regional Administration Manager at TD Wealth
Industry Financial Services
Experience
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)

Simon Atuhairwe Simon Atuhairwe Edmonton, Canada Area Details
Simon Atuhairwe's CIBC Wood Gundy Experience May 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Elizabeth Tianyun Gao, CFA Elizabeth Tianyun Gao, CFA Toronto, Canada Area Details
Elizabeth Tianyun Gao, CFA's CIBC Wood Gundy Experience May 2008 - August 2008
Job MBA Candidate at Columbia Business School
Industry Banking
Experience
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

William Robson William Robson Toronto, Canada Area Details
William Robson's CIBC Wood Gundy Experience 1986 - 1988
Job President at C.D. Howe Institute
Industry Public Policy
Experience
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

Alexandre Tang Alexandre Tang Montreal, Canada Area Details
Alexandre Tang's CIBC Wood Gundy Experience May 2013 - August 2013
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
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

Sharon Dammann Sharon Dammann Toronto, Canada Area Details
Sharon Dammann's CIBC Wood Gundy Experience 2004 - 2005
Job Associate at Richardson GMP
Industry Financial Services
Experience
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

Paula O'Brien, CPA, CA, FCSI®, CIM®, EPC Paula O'Brien, CPA, CA, FCSI®, CIM®, EPC Ottawa, Canada Area Details
Paula O'Brien, CPA, CA, FCSI®, CIM®, EPC's CIBC Wood Gundy Experience 2002 - 2006
Job Director, Wealth Management, Richardson GMP Limited, Focused on Tax Efficient Retirement Income & Wealth Transfer
Industry Financial Services
Experience
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

Debbie Wilson, CFP, CLU, CHS Debbie Wilson, CFP, CLU, CHS Vancouver, Canada Area Details
Debbie Wilson, CFP, CLU, CHS's CIBC Wood Gundy Experience December 2009 - April 2013
Job Insurance Specialist, Nicola Wealth Management
Industry Insurance
Experience
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

Peter J. Lambert Peter J. Lambert Toronto, Canada Area Details
Peter J. Lambert's CIBC Wood Gundy Experience January 1984 - October 2006
Job Associate Director, Wealth Management & Senior Wealth Advisor
Industry Financial Services
Experience
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

Jeff Scoten Jeff Scoten Vancouver, Canada Area Details
Jeff Scoten's CIBC Wood Gundy Experience 1997 - 2007
Job Investment Advisor, VicePresident with National Bank Financial
Industry Financial Services
Experience
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

Daniel Silber Daniel Silber Montreal, Canada Area Details
Daniel Silber's CIBC Wood Gundy Experience June 2012 - August 2014
Job Finance student at John Molson School of Business
Industry Financial Services
Experience
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

Martin Theodore, CIM® Martin Theodore, CIM® Montreal, Canada Area Details
Martin Theodore, CIM®'s CIBC Wood Gundy Experience October 2014 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
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

Francis Sabourin, BA, Pl. Fin. Francis Sabourin, BA, Pl. Fin. Montreal, Canada Area Details
Francis Sabourin, BA, Pl. Fin.'s CIBC Wood Gundy Experience January 2002 - October 2006
Job Directeur, gestion de patrimoine et Gestionnaire de portefeuille | Sabourin Deraspe Gestion de patrimoine
Industry Investment Management
Experience
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

Michel Deschodt Michel Deschodt San Francisco Bay Area Details
Michel Deschodt's CIBC Wood Gundy Experience September 1998 - March 1999
Job Sales & Hopitality at Ridge Wine
Industry Wine and Spirits
Experience
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

Jennifer Rowan Jennifer Rowan Ottawa, Canada Area Details
Jennifer Rowan's CIBC Wood Gundy Experience September 1997 - September 1998
Job Electronic Brokerage ServicesTrader at TD Direct Investing Inc
Industry Investment Management
Experience
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

Philip Reed Philip Reed Los Angeles, California Details
Philip Reed's CIBC Wood Gundy Experience January 2002 - July 2004
Job Broker at Willis
Industry Insurance
Experience
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

Cole Bradley Cole Bradley Ottawa, Canada Area Details
Cole Bradley's CIBC Wood Gundy Experience September 1997 - December 1999
Job Financial Advisor / Trader
Industry Financial Services
Experience
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

Adam Goldberg Adam Goldberg Montreal, Canada Area Details
Adam Goldberg's CIBC Wood Gundy Experience January 2007 - June 2008
Job Regional Sales Associate
Industry Financial Services
Experience
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

Adam D. Shona Adam D. Shona Toronto, Canada Area Details
Adam D. Shona's CIBC Wood Gundy Experience January 2008 - February 2014
Job Assistant Investment Advisor at TD Wealth Management
Industry Financial Services
Experience
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

Andrea Goodman Andrea Goodman Ottawa, Canada Area Details
Andrea Goodman's CIBC Wood Gundy Experience April 1999 - July 2007
Job Investment Advisor at Scotia McLeod
Industry Financial Services
Experience
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

Janice Honeyman Janice Honeyman Toronto, Canada Area Details
Janice Honeyman's CIBC Wood Gundy Experience May 1998 - December 2007
Job BA, CIM, FMA, FCSI, Investment Advisor & Portfolio Manager at Mackie Research Capital Corporation
Industry Financial Services
Experience
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

gene piccoli gene piccoli Montreal, Canada Area Details
gene piccoli's CIBC Wood Gundy Experience October 1979 - Present
Job vice president at CIBC Wood Gundy
Industry Financial Services
Experience
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

Andrew Girvan, CIM Andrew Girvan, CIM Montreal, Canada Area Details
Andrew Girvan, CIM's CIBC Wood Gundy Experience November 2011 - Present
Job Investment Advisor | Financial Security Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
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.

Philippe Bélisle, CFA Philippe Bélisle, CFA Montreal, Canada Area Details
Philippe Bélisle, CFA's CIBC Wood Gundy Experience February 2010 - May 2014
Job Gestionnaire de Portefeuille Groupe Bélisle Picard chez Financière Banque Nationale
Industry Banking
Experience
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

Danielle Goddard CFP, CEPA Danielle Goddard CFP, CEPA Ottawa, Canada Area Details
Danielle Goddard CFP, CEPA's CIBC Wood Gundy Experience May 2008 - May 2010
Job Regional Director Russell Investments
Industry Financial Services
Experience
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

Josh Quinton Josh Quinton New York, New York Details
Josh Quinton's CIBC Wood Gundy Experience 2004 - 2007
Job Team Leader at Bloomberg LP
Industry Financial Services
Experience
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

Matthew Rooney, CIM Matthew Rooney, CIM Montreal, Canada Area Details
Matthew Rooney, CIM's CIBC Wood Gundy Experience June 2006 - February 2008
Job .
Industry Financial Services
Experience
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

Andrew Salpeter, B.Sc., CIM Andrew Salpeter, B.Sc., CIM Montreal, Canada Area Details
Andrew Salpeter, B.Sc., CIM's CIBC Wood Gundy Experience February 1998 - Present
Job Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
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

Peter Hicks Peter Hicks Toronto, Canada Area Details
Peter Hicks's CIBC Wood Gundy Experience January 1995 - May 2002
Job Vice President, Branch Manager & Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
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

Johnny Lyall Johnny Lyall Vancouver, Canada Area Details
Johnny Lyall's CIBC Wood Gundy Experience February 2013 - Present
Job Sales Assistant, The Stan Clark Financial Team at CIBC Wood Gundy
Industry Financial Services
Experience
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

Christina Tatsis Christina Tatsis Montreal, Canada Area Details
Christina Tatsis's CIBC Wood Gundy Experience September 2000 - February 2001
Job Finance Officer at McGill University Health Centre
Industry Financial Services
Experience
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

Hugues Rivard Hugues Rivard Greater New York City Area Details
Hugues Rivard's CIBC Wood Gundy Experience September 1995 - January 1998
Job Certified Financial Planner at Financial Life Focus, LLC
Industry Financial Services
Experience
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

Faisal Karmali Faisal Karmali Calgary, Canada Area Details
Faisal Karmali's CIBC Wood Gundy Experience February 2014 - Present
Job Business and Market Expert at NEWSTALK 770
Industry Financial Services
Experience
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

Scott Blostein ☁ Scott Blostein ☁ Toronto, Canada Area Details
Scott Blostein ☁'s CIBC Wood Gundy Experience February 2008 - September 2008
Job Oracle Marketing Cloud | Modern Marketing Expert Consulting all Manufacturing Industries |
Industry Marketing and Advertising
Experience
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

Chris Goodhew BA, MA Chris Goodhew BA, MA Ottawa, Canada Area Details
Chris Goodhew BA, MA's CIBC Wood Gundy Experience 2004 - 2007
Job Officer at Canadian Forces
Industry Military
Experience
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)

Lauren Kendall Lauren Kendall Montreal, Canada Area Details
Lauren Kendall's CIBC Wood Gundy Experience June 2011 - August 2012
Job Account Coordinator at Media Experts
Industry Marketing and Advertising
Experience
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

Sarah McGuire Sarah McGuire Toronto, Canada Area Details
Sarah McGuire's CIBC Wood Gundy Experience October 2009 - April 2013
Job Director, Program and Project Delivery at CIBC
Industry Financial Services
Experience
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

Earl Jessiman Earl Jessiman Halifax, Canada Area Details
Earl Jessiman's CIBC Wood Gundy Experience December 2001 - December 2004
Job Investment Advisor at TD Wealth
Industry Financial Services
Experience
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

Alexandre Douville Alexandre Douville Montreal, Canada Area Details
Alexandre Douville's CIBC Wood Gundy Experience November 2012 - April 2013
Job Seeking a career in a dynamic creative field
Industry Marketing and Advertising
Experience
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

David Auger David Auger Montreal, Canada Area Details
David Auger's CIBC Wood Gundy Experience February 2003 - November 2004
Job Service and Support Manager at VOTI
Industry Security and Investigations
Experience
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

Glenn Walker, B.Econ., CIMA® Glenn Walker, B.Econ., CIMA® Toronto, Canada Area Details
Glenn Walker, B.Econ., CIMA®'s CIBC Wood Gundy Experience 2001 - 2004
Job Executive Director, Private Client Group, Senior Investment Advisor at Scotia Capital Inc., HollisWealth
Industry Financial Services
Experience
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

Brian Aarenau Brian Aarenau Ottawa, Canada Area Details
Brian Aarenau's CIBC Wood Gundy Experience December 1996 - November 2003
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
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

Mark McCooeye, CMA, MBA, CFP Mark McCooeye, CMA, MBA, CFP Ottawa, Canada Area Details
Mark McCooeye, CMA, MBA, CFP's CIBC Wood Gundy Experience April 2013 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
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

Earl Bard Earl Bard Toronto, Canada Area Details
Earl Bard's CIBC Wood Gundy Experience September 2014 - Present
Job Vice President and Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
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

Mark Igonia Mark Igonia Vancouver, Canada Area Details
Mark Igonia's CIBC Wood Gundy Experience February 2007 - June 2009
Job Ticket Broker at Mark Igonia Ticket Broker
Industry Government Relations
Experience
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

Annabel Muere Annabel Muere Toronto, Canada Area Details
Annabel Muere's CIBC Wood Gundy Experience February 2005 - April 2007
Job IA Associate at RBC Dominion Securities
Industry Investment Management
Experience
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

Susan Hall Susan Hall Vancouver, Canada Area Details
Susan Hall's CIBC Wood Gundy Experience May 1989 - July 1995
Job Part Time Studies Coordinator, Instructor, Financial Management, BCIT
Industry Banking
Experience
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

John S. MacBeth John S. MacBeth Toronto, Canada Area Details
John S. MacBeth's CIBC Wood Gundy Experience 1998 - 2002
Job Senior Investment Advison at All Group Financial
Industry Financial Services
Experience
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

Andrew Porteous PFP, CIM Andrew Porteous PFP, CIM Toronto, Canada Area Details
Andrew Porteous PFP, CIM's CIBC Wood Gundy Experience March 2013 - August 2013
Job Investment & Retirement Planner at RBC
Industry Financial Services
Experience
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

Lina Patel Lina Patel Toronto, Canada Area Details
Lina Patel's CIBC Wood Gundy Experience July 2015 - Present
Job Business Consultant at CIBC Wood Gundy
Industry Banking
Experience
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

Giancarlo Cataldo Giancarlo Cataldo Montreal, Canada Area Details
Giancarlo Cataldo's CIBC Wood Gundy Experience
Job Associate Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  

Skills
Financial Planning, Investments, Retirement Planning, Wealth Management

Education
Concordia University   2010 — 2013
Bachelor of Commerce (B.Com.), Finance

Ian Munro Ian Munro Calgary, Canada Area Details
Ian Munro's CIBC Wood Gundy Experience November 2010 - March 2012
Job Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
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

Scott Hamilton, CFP, CIM Scott Hamilton, CFP, CIM Ottawa, Canada Area Details
Scott Hamilton, CFP, CIM's CIBC Wood Gundy Experience January 2006 - August 2009
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
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

Adrian Kartono Adrian Kartono Vancouver, Canada Area Details
Adrian Kartono's CIBC Wood Gundy Experience February 2007 - Present
Job Investment Analyst at CIBC Wood Gundy
Industry Financial Services
Experience
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

Jeff Slemin Jeff Slemin Toronto, Canada Area Details
Jeff Slemin's CIBC Wood Gundy Experience March 2010 - July 2014
Job Marketing Manager, Retirement Plan Services at John Hancock Financial Services
Industry Financial Services
Experience
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

Catherine Williamson Catherine Williamson Vancouver, Canada Area Details
Catherine Williamson's CIBC Wood Gundy Experience October 2014 - Present
Job Investment Adviser at CIBC Wood Gundy
Industry Investment Management
Experience
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

Alexandria DiBellonia Alexandria DiBellonia Toronto, Canada Area Details
Alexandria DiBellonia's CIBC Wood Gundy Experience December 2012 - April 2014
Job Partner at EdgePoint Wealth Management
Industry Investment Management
Experience
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

Cedric Parnell Cedric Parnell Montreal, Canada Area Details
Cedric Parnell's CIBC Wood Gundy Experience January 2006 - August 2008
Job Investment & Retirement Planning Advice
Industry Financial Services
Experience
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

Morgan Flatt Morgan Flatt Toronto, Canada Area Details
Morgan Flatt's CIBC Wood Gundy Experience June 2013 - Present
Job Investment Advisor Assistant at CIBC Wood Gundy
Industry Banking
Experience
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

Andrew Acherman Andrew Acherman Vancouver, Canada Area Details
Andrew Acherman's CIBC Wood Gundy Experience January 2005 - May 2009
Job Reducing Risk and Taxes While Increasing Returns
Industry Financial Services
Experience
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

Stuti Rohatgi Stuti Rohatgi Toronto, Canada Area Details
Stuti Rohatgi's CIBC Wood Gundy Experience February 2011 - May 2011
Job Operations Professional at Experis/Manpower
Industry Banking
Experience
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

Aleks Holtz Aleks Holtz Vancouver, Canada Area Details
Aleks Holtz's CIBC Wood Gundy Experience July 2012 - Present
Job Estate planning
Industry Financial Services
Experience
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

Daniel Blumer Daniel Blumer Montreal, Canada Area Details
Daniel Blumer's CIBC Wood Gundy Experience November 2013 - January 2014
Job CoFounder & CEO at Revol Technologies Inc
Industry Consumer Electronics
Experience
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

stephen mirarchi stephen mirarchi Montreal, Canada Area Details
stephen mirarchi's CIBC Wood Gundy Experience May 2001 - Present
Job Portfolio Manager at CIBC Wood Gundy
Industry Investment Management
Experience
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

Chris Erlindson, FCSI, CIM Chris Erlindson, FCSI, CIM Toronto, Canada Area Details
Chris Erlindson, FCSI, CIM's CIBC Wood Gundy Experience September 1998 - September 2001
Job Business Development Manager at CIBC World Markets
Industry Capital Markets
Experience
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

Leslie Ballard, CFP Leslie Ballard, CFP Ottawa, Canada Area Details
Leslie Ballard, CFP's CIBC Wood Gundy Experience February 2011 - Present
Job Investment Advisor Associate with Usher Wealth Management
Industry Investment Management
Experience
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

Paula Gascoigne Paula Gascoigne Montreal, Canada Area Details
Paula Gascoigne's CIBC Wood Gundy Experience October 2005 - January 2008
Job Associate at Richardson GMP Limited
Industry Investment Management
Experience
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

Brendan McIlhone Brendan McIlhone Montreal, Canada Area Details
Brendan McIlhone's CIBC Wood Gundy Experience June 2013 - August 2013
Job Associate, RBC Career Launch Program at RBC
Industry Financial Services
Experience
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

Tricia K. Spooner Tricia K. Spooner Ottawa, Canada Area Details
Tricia K. Spooner's CIBC Wood Gundy Experience 2011 - Present
Job Invest with Purpose: Investment Advisor helping people build their wealth accumulation and retirement strategies
Industry Investment Management
Experience
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

Randee (Hare) Romain Randee (Hare) Romain Toronto, Canada Area Details
Randee (Hare) Romain's CIBC Wood Gundy Experience 1991 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
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

Andrea Duchesne Andrea Duchesne Montreal, Canada Area Details
Andrea Duchesne's CIBC Wood Gundy Experience November 2004 - January 2010
Job Investment Advisor, National Bank Financial
Industry Financial Services
Experience
National Bank Financial  January 2010 - Present
CIBC Wood Gundy   November 2004 - January 2010
Brockhouse Cooper  June 2001 - April 2004

Education
Acadia University   1998 — 2001

Dave Draggon Dave Draggon Toronto, Canada Area Details
Dave Draggon's CIBC Wood Gundy Experience July 2011 - Present
Job QA CIBC Wood Gundy
Industry Computer Software
Experience
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

Jon Sowerby Jon Sowerby Toronto, Canada Area Details
Jon Sowerby's CIBC Wood Gundy Experience June 1998 - July 1999
Job Partner at TVH HOLDINGS
Industry Financial Services
Experience
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

Scott Moulson Scott Moulson Toronto, Canada Area Details
Scott Moulson's CIBC Wood Gundy Experience 1994 - 1995
Job Entrepreneurial CFO
Industry Financial Services
Experience
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

Geri Moss-Norbury Geri Moss-Norbury Ottawa, Canada Area Details
Geri Moss-Norbury's CIBC Wood Gundy Experience 1999 - 2005
Job Vice President & Investment Advisor at TD Wealth
Industry Financial Services
Experience
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

Neil Pollard Neil Pollard Greater Denver Area Details
Neil Pollard's CIBC Wood Gundy Experience April 2003 - January 2004
Job Marketing Coordinator at Hammond Law Group, LLC
Industry Legal Services
Experience
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

kalpana patel kalpana patel Greater New York City Area Details
kalpana patel's CIBC Wood Gundy Experience June 1993 - May 1996
Job President, unique comp inc
Industry Information Technology and Services
Experience
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)

Dayna Bland Dayna Bland Toronto, Canada Area Details
Dayna Bland's CIBC Wood Gundy Experience May 2008 - March 2013
Job Director of Product at CIBC Private Wealth Management
Industry Financial Services
Experience
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

James B. Cheung James B. Cheung Toronto, Canada Area Details
James B. Cheung's CIBC Wood Gundy Experience September 1998 - March 1999
Job Badminton Rep at Canuckstuff/Overkill
Industry Sporting Goods
Experience
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

Christina Plumb, BA, FMA Christina Plumb, BA, FMA Vancouver, Canada Area Details
Christina Plumb, BA, FMA's CIBC Wood Gundy Experience April 2011 - Present
Job Financial Associate at CIBC Wood Gundy
Industry Financial Services
Experience
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

Hugh McGillivray Hugh McGillivray Calgary, Canada Area Details
Hugh McGillivray's CIBC Wood Gundy Experience 1983 - Present
Job A big picture thinker that provides financial advice & strategic answers for businesses, charities and individuals.
Industry Financial Services
Experience
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

Ruth Olley Ruth Olley Toronto, Canada Area Details
Ruth Olley's CIBC Wood Gundy Experience April 2008 - Present
Job Training Specialist at CIBC Wood Gundy
Industry Investment Banking
Experience
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

Miguel Romain, CFA Miguel Romain, CFA Montreal, Canada Area Details
Miguel Romain, CFA's CIBC Wood Gundy Experience 2006 - 2008
Job President at Carré d'As Tutorat, CoFounder of Financial Analyst Warrior and VP Strategy at Agateris Media
Industry Investment Management
Experience
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

Gordon Aldcorn Gordon Aldcorn Calgary, Canada Area Details
Gordon Aldcorn's CIBC Wood Gundy Experience 1993 - 1995
Job Director of Investor Relations and Corporate Development at Cordy Oilfield Services Inc.
Industry Investment Management
Experience
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

Greg Mosgrove Greg Mosgrove Ottawa, Canada Area Details
Greg Mosgrove's CIBC Wood Gundy Experience February 2008 - Present
Job Associate Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
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

Ata Farrokhzadi Ata Farrokhzadi Ottawa, Canada Area Details
Ata Farrokhzadi's CIBC Wood Gundy Experience October 1999 - April 2002
Job Owner/Director at Zeeba International Trading Inc.
Industry Import and Export
Experience
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

Fotini A. Kotsirilos Fotini A. Kotsirilos Montreal, Canada Area Details
Fotini A. Kotsirilos's CIBC Wood Gundy Experience June 1996 - October 2008
Job Investment Advisor at Laurentian Bank Securities
Industry Investment Management
Experience
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

Charles Nudo Charles Nudo Montreal, Canada Area Details
Charles Nudo's CIBC Wood Gundy Experience September 1999 - Present
Job Chartered Accountant, Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
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

Ted Grant Ted Grant London, Canada Area Details
Ted Grant's CIBC Wood Gundy Experience September 2003 - Present
Job Vice President, Investment Advisor, CIBC Wood Gundy
Industry Financial Services
Experience
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

Doug Arthur Doug Arthur Raleigh-Durham, North Carolina Area Details
Doug Arthur's CIBC Wood Gundy Experience 1981 - 1985
Job Operations Specialist
Industry Financial Services
Experience
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

Andrew Hungerbuhler Andrew Hungerbuhler Montreal, Canada Area Details
Andrew Hungerbuhler's CIBC Wood Gundy Experience 1996 - 2003
Job President at Alphalink Investment Partners Inc
Industry Financial Services
Experience
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

Jennifer Bertram Jennifer Bertram Vancouver, Canada Area Details
Jennifer Bertram's CIBC Wood Gundy Experience January 2010 - Present
Job Executive Assistant at CIBC Wood Gundy
Industry Marketing and Advertising
Experience
CIBC Wood Gundy   January 2010 - Present
CIBC Wood Gundy   February 2008 - July 2009

Education
Bishop's University   2002 — 2007
BA, Psychology & English

Rania Maalouf Rania Maalouf Montreal, Canada Area Details
Rania Maalouf's CIBC Wood Gundy Experience November 2012 - Present
Job Marketing Estate Planning assistant
Industry Financial Services
Experience
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

Greg Woodaman Greg Woodaman Montreal, Canada Area Details
Greg Woodaman's CIBC Wood Gundy Experience June 2015 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
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

Paul Mannu Paul Mannu Toronto, Canada Area Details
Paul Mannu's CIBC Wood Gundy Experience July 2014 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
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

Andrew Masson Andrew Masson Calgary, Canada Area Details
Andrew Masson's CIBC Wood Gundy Experience March 2014 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
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

Dave Madore Dave Madore Toronto, Canada Area Details
Dave Madore's CIBC Wood Gundy Experience 1987 - 1989
Job Supervisor, Licensing and Permits at City of Vaughan
Industry Government Administration
Experience
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

Shawn Brooks Shawn Brooks Calgary, Canada Area Details
Shawn Brooks's CIBC Wood Gundy Experience May 2011 - Present
Job Investment Advisor at CIBC Wood Gundy
Industry Banking
Experience
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

Tim Hughes, CFA Tim Hughes, CFA Halifax, Canada Area Details
Tim Hughes, CFA's CIBC Wood Gundy Experience September 2006 - Present
Job Investment Advisor, Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
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

Craig Butler Craig Butler Toronto, Canada Area Details
Craig Butler's CIBC Wood Gundy Experience February 1997 - Present
Job Vice President & Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
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

Paul Wetmore CIM, CFP Paul Wetmore CIM, CFP Vancouver, Canada Area Details
Paul Wetmore CIM, CFP's CIBC Wood Gundy Experience
Job Investment Advisor and Portfolio Manager
Industry Financial Services
Experience
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

Bob Goldberger Bob Goldberger Toronto, Canada Area Details
Bob Goldberger's CIBC Wood Gundy Experience January 2002 - June 2006
Job Vice President & Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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

Tal Kang Tal Kang Vancouver, Canada Area Details
Tal Kang's CIBC Wood Gundy Experience November 2007 - Present
Job Regional Training Specialist at CIBC Wood Gundy
Industry Financial Services
Experience
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

Eunice Cheung Eunice Cheung Montreal, Canada Area Details
Eunice Cheung's CIBC Wood Gundy Experience 2005 - 2008
Job Executive District Manager at Arbonne International
Industry Health, Wellness and Fitness
Experience
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

Dax Naples Dax Naples Vancouver, Canada Area Details
Dax Naples's CIBC Wood Gundy Experience January 2011 - December 2011
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
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

David MacNeill David MacNeill Toronto, Canada Area Details
David MacNeill's CIBC Wood Gundy Experience January 2001 - Present
Job Associate Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
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

Jacob Carsley-Mann Jacob Carsley-Mann Montreal, Canada Area Details
Jacob Carsley-Mann's CIBC Wood Gundy Experience 2007 - 2008
Job Student at John Molson
Industry Consumer Electronics
Experience
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

Brian Culbert Brian Culbert Toronto, Canada Area Details
Brian Culbert's CIBC Wood Gundy Experience January 1988 - Present
Job First Vice President at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy   January 1988 - Present
Touche Ross  January 1986 - December 1987

Education
Concordia University
bachelor of commerce, accounting

Ian Pavey Ian Pavey Calgary, Canada Area Details
Ian Pavey's CIBC Wood Gundy Experience August 2004 - September 2009
Job Associate at Sagium
Industry Insurance
Experience
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

Pina Pepe Pina Pepe Montreal, Canada Area Details
Pina Pepe's CIBC Wood Gundy Experience Financial AssociateMerrill LynchNovember 1998 - April 2000
Job Investment Advisor Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy   Financial AssociateMerrill LynchNovember 1998 - April 2000

Education
Concordia University   1993 — 1996
English Literature and Journalism

Melissa Yeung Chok Cheung Melissa Yeung Chok Cheung Montreal, Canada Area Details
Melissa Yeung Chok Cheung's CIBC Wood Gundy Experience Student Event AssistantConcordia University - Advancement and Alumni OfficeFebruary 2009 - February 2011
Job BComm Finance, Concordia University
Industry Financial Services
Experience
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

William Wilder William Wilder Toronto, Canada Area Details
William Wilder's CIBC Wood Gundy Experience May 1979 - May 1983
Job Investment Advisor at Richardson GMP Limited
Industry Investment Management
Experience
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

Rosemary Sisson Rosemary Sisson Greater New York City Area Details
Rosemary Sisson's CIBC Wood Gundy Experience February 1996 - March 1997
Job Investment Banking Professional
Industry Investment Banking
Experience
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

Edith English Edith English Montreal, Canada Area Details
Edith English's CIBC Wood Gundy Experience 1996 - 1999
Job Conseillière en sécurité financière
Industry Financial Services
Experience
.   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

Karla Rand Karla Rand Vancouver, Canada Area Details
Karla Rand's CIBC Wood Gundy Experience Investment Advisor AssistantRaymond James Ltd.2006 - 2008
Job Branch Administator at CIBC Wood Gundy
Industry Financial Services
Experience
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

Teresa L. Teresa L. Toronto, Canada Area Details
Teresa L.'s CIBC Wood Gundy Experience September 1997 - September 1999
Job Fund Consultant / Sales at Transamerica
Industry Insurance
Experience
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

Anna Ackerman Anna Ackerman Toronto, Canada Area Details
Anna Ackerman's CIBC Wood Gundy Experience January 1994 - December 1995
Job Operations Manager, TD Wealth Management Shared Services, Operations Control TD
Industry Banking
Experience
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

Cristina Rucchetta Cristina Rucchetta Toronto, Canada Area Details
Cristina Rucchetta's CIBC Wood Gundy Experience May 2012 - August 2012
Job Sales & Marketing Coordinator at Alexandria Moulding
Industry Marketing and Advertising
Experience
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

Lily-Anne Bradley-Gill Lily-Anne Bradley-Gill Montreal, Canada Area Details
Lily-Anne Bradley-Gill's CIBC Wood Gundy Experience June 2014 - Present
Job Sales Assistance at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy   June 2014 - Present

Education
CEGEP - John Abbott College   2013 — 2015
DEC in Commerce, Commerce

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