Clarica Company
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Clarica Employees
Employee
Years
Job
Industry
Tanya Gunn, BA, CAIB Tanya Gunn, BA, CAIB's Clarica Experience December 2005 - April 2007
Job Commercial Lines Underwriting
Industry Insurance
Experience
The Sovereign General Insurance Company March 2013 - Present
Salvatore Insurance Brokers Ltd. October 2008 - September 2012
Fraser & Hoyt Insurance May 2007 - September 2008
Clarica December 2005 - April 2007
Combined Insurance May 2002 - December 2005
Advantage Rehabilitation Consultants Ltd. February 2000 - May 2002
Skills
Insurance, Customer Relations, Customer Service, Negotiation, Underwriting, Liability, Selling, Cold Calling, Brokers, Commercial Insurance, Transportation, Property & Casualty..., General Liability, Professional Liability, Claims, New Business Development, Umbrella, Commercial Lines, Claims Management, General Insurance, Casualty, Life Insurance
Education
Insurance Brokers Association of Canada
Canadian Accredited Insurance Broker (CAIB) Designation
NSCC
Addictions Counseling Diploma, Counseling Psychology
University of New Brunswick 1995 — 1998
BA, Psychology
The Sovereign General Insurance Company March 2013 - Present
Salvatore Insurance Brokers Ltd. October 2008 - September 2012
Fraser & Hoyt Insurance May 2007 - September 2008
Clarica December 2005 - April 2007
Combined Insurance May 2002 - December 2005
Advantage Rehabilitation Consultants Ltd. February 2000 - May 2002
Skills
Insurance, Customer Relations, Customer Service, Negotiation, Underwriting, Liability, Selling, Cold Calling, Brokers, Commercial Insurance, Transportation, Property & Casualty..., General Liability, Professional Liability, Claims, New Business Development, Umbrella, Commercial Lines, Claims Management, General Insurance, Casualty, Life Insurance
Education
Insurance Brokers Association of Canada
Canadian Accredited Insurance Broker (CAIB) Designation
NSCC
Addictions Counseling Diploma, Counseling Psychology
University of New Brunswick 1995 — 1998
BA, Psychology
Andre Leblanc, CFP, CDFA Andre Leblanc, CFP, CDFA's Clarica Experience March 2000 - March 2004
Job Certified Financial Planner/Benefits & Pension Consultant
Industry Financial Services
Experience
Investia Services Financiers Inc. / Investia Financial Services Inc. December 2014 - Present
Powell Insurance Brokers March 2004 - Present
Ten Star Financial Services March 2004 - December 2014
Clarica March 2000 - March 2004
Clarica April 1997 - March 2000
CIBC Group RRSP August 1995 - April 1997
CIBC Investors Edge 1995 - 1997
Skills
Employee Benefits, Pensions, Health Insurance, Investments, Retirement Planning, Strategic Financial..., Term Life Insurance, Travel Insurance, Health Savings Accounts, Financial Planning, Permanent Life Insurance, Investment Strategies, Mutual Funds, Retirement, Insurance, Critical Illness, Certified Divorce..., Cash Flow Forecasting, Financial Analysis, Financial Advisory, Life Insurance, Wealth Management
Education
Institute for Divorce Financial Analysts 2013 — 2013
CDFA, Certified Divorce Financial Analyst
Financial Planners Standard Council 1999 — 1999
CFP, Certification exam
The Canadian Institute of Financial Planning 1995 — 1999
CFP, Financial Planning
Ryerson University 1994 — 1996
Accounting, Business
The Investment Funds Institute of Canada 1992 — 1993
Mutual Funds, Labor Sponsored Funds
Investia Services Financiers Inc. / Investia Financial Services Inc. December 2014 - Present
Powell Insurance Brokers March 2004 - Present
Ten Star Financial Services March 2004 - December 2014
Clarica March 2000 - March 2004
Clarica April 1997 - March 2000
CIBC Group RRSP August 1995 - April 1997
CIBC Investors Edge 1995 - 1997
Skills
Employee Benefits, Pensions, Health Insurance, Investments, Retirement Planning, Strategic Financial..., Term Life Insurance, Travel Insurance, Health Savings Accounts, Financial Planning, Permanent Life Insurance, Investment Strategies, Mutual Funds, Retirement, Insurance, Critical Illness, Certified Divorce..., Cash Flow Forecasting, Financial Analysis, Financial Advisory, Life Insurance, Wealth Management
Education
Institute for Divorce Financial Analysts 2013 — 2013
CDFA, Certified Divorce Financial Analyst
Financial Planners Standard Council 1999 — 1999
CFP, Certification exam
The Canadian Institute of Financial Planning 1995 — 1999
CFP, Financial Planning
Ryerson University 1994 — 1996
Accounting, Business
The Investment Funds Institute of Canada 1992 — 1993
Mutual Funds, Labor Sponsored Funds
Aimee Badali Aimee Badali's Clarica Experience October 2000 - June 2001
Job Disability Specialist: Quality Assurance and Appeals at Ontario Teachers Insurance Plan (OTIP)
Industry Insurance
Experience
Ontario Teachers Insurance Plan (OTIP) July 2015 - Present
Ontario Teachers Insurance Plan April 2014 - Present
Sun Life Financial October 2012 - April 2014
Sunlife Financial February 2012 - October 2012
Sun Life Financial of Canada June 2001 - November 2005
Clarica October 2000 - June 2001
Clarica September 1999 - October 2000
Skills
Disability Insurance, Disabilities, Case Managment, Claim, Health Insurance, Employee Benefits, Claims Management, Coaching, Disability Management, Claim Investigation, Claims Resolution, Claims Handling, Rehabilitation, Return to Work Planning, Service Provider...
Education
Conestoga College 1998 — 1999
Ontario Teachers Insurance Plan (OTIP) July 2015 - Present
Ontario Teachers Insurance Plan April 2014 - Present
Sun Life Financial October 2012 - April 2014
Sunlife Financial February 2012 - October 2012
Sun Life Financial of Canada June 2001 - November 2005
Clarica October 2000 - June 2001
Clarica September 1999 - October 2000
Skills
Disability Insurance, Disabilities, Case Managment, Claim, Health Insurance, Employee Benefits, Claims Management, Coaching, Disability Management, Claim Investigation, Claims Resolution, Claims Handling, Rehabilitation, Return to Work Planning, Service Provider...
Education
Conestoga College 1998 — 1999
Erin Stephens, CHRP Erin Stephens, CHRP's Clarica Experience November 1998 - June 2005
Job Human Resources Manager at Teutech Industries Inc.
Industry Consumer Goods
Experience
Teutech Industries Inc. October 2014 - Present
Poly-Nova Technologies October 2011 - October 2014
Dimplex North America March 2008 - November 2011
Revera 2005 - 2008
Clarica November 1998 - June 2005
Skills
Employee Relations, HRIS, Health & Safety..., Performance Management, Leadership, Deferred Compensation, Team Building, Human Resources, Recruiting, Onboarding, Talent Acquisition, Talent Management, Employee Benefits, Coaching, SAP, Payroll, Benefits Administration, HR Policies, Employee Engagement, Succession Planning, New Hire Orientations, Labor Relations, Sourcing, Employment Law, Interviews, Personnel Management, Applicant Tracking..., Organizational..., Employee Training, Job Descriptions, Occupational Health, Strategic Sourcing, Team Leadership, Safety, Hiring, HR Consulting, Screening Resumes, Employee Handbooks, Internet Recruiting, Screening, Temporary Placement, Technical Recruiting, Conflict Resolution, Training, Organizational...
Education
Conestoga College 2008 — 2010
Human Resources, HR
Niagara College 1995 — 1997
Business Accounting, Accounting
Conestoga College
Occupational Health & Safety, Occupational Health & Safety
Teutech Industries Inc. October 2014 - Present
Poly-Nova Technologies October 2011 - October 2014
Dimplex North America March 2008 - November 2011
Revera 2005 - 2008
Clarica November 1998 - June 2005
Skills
Employee Relations, HRIS, Health & Safety..., Performance Management, Leadership, Deferred Compensation, Team Building, Human Resources, Recruiting, Onboarding, Talent Acquisition, Talent Management, Employee Benefits, Coaching, SAP, Payroll, Benefits Administration, HR Policies, Employee Engagement, Succession Planning, New Hire Orientations, Labor Relations, Sourcing, Employment Law, Interviews, Personnel Management, Applicant Tracking..., Organizational..., Employee Training, Job Descriptions, Occupational Health, Strategic Sourcing, Team Leadership, Safety, Hiring, HR Consulting, Screening Resumes, Employee Handbooks, Internet Recruiting, Screening, Temporary Placement, Technical Recruiting, Conflict Resolution, Training, Organizational...
Education
Conestoga College 2008 — 2010
Human Resources, HR
Niagara College 1995 — 1997
Business Accounting, Accounting
Conestoga College
Occupational Health & Safety, Occupational Health & Safety
Cate Cutten Cate Cutten's Clarica Experience 2001 - 2002
Job Owner of Office And Event Help
Industry Executive Office
Experience
Office And Event Help 2013 - Present
Wellington-Waterloo Community Futures 2004 - 2012
Sun Life Financial 2003 - 2004
Sun Life Financial 2002 - 2003
Clarica 2001 - 2002
Clarica 1999 - 2001
Skills
Bookkeeping, Customer Service, Event Management, Logistics Management, Microsoft Office, Nonprofits, Office Management, Organization, Proofreading, Project Management, Teaching, Team Management, Volunteer Management, Negotiation, Time Management, Event Planning, Budgets, Small Business, Administration, Research
Education
Conestoga College
Purchasing and Supply Management
Office And Event Help 2013 - Present
Wellington-Waterloo Community Futures 2004 - 2012
Sun Life Financial 2003 - 2004
Sun Life Financial 2002 - 2003
Clarica 2001 - 2002
Clarica 1999 - 2001
Skills
Bookkeeping, Customer Service, Event Management, Logistics Management, Microsoft Office, Nonprofits, Office Management, Organization, Proofreading, Project Management, Teaching, Team Management, Volunteer Management, Negotiation, Time Management, Event Planning, Budgets, Small Business, Administration, Research
Education
Conestoga College
Purchasing and Supply Management
Jean Cournoyer's Clarica Experience January 1999 - January 2000
Job Conseiller en gestion d'invalidités Banque Scotia
Industry Insurance
Experience
Great West January 2000 - Present
Clarica January 1999 - January 2000
Assurance-vie Desjardins-Laurentienne January 1995 - January 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Negotiation, C++, Service client
Education
Université du Québec - Télé-université 2015 — 2016
Programme court, Santé sécurité au travail, En cours
Université du Québec à Trois-Rivières 2003 — 2013
Baccalauréat, ès arts (sciences humaines)
Université du Québec à Trois-Rivières 2003 — 2013
Bachelor's degree, Gestion des ressources humaines / administration du personnel, général
Great West January 2000 - Present
Clarica January 1999 - January 2000
Assurance-vie Desjardins-Laurentienne January 1995 - January 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Negotiation, C++, Service client
Education
Université du Québec - Télé-université 2015 — 2016
Programme court, Santé sécurité au travail, En cours
Université du Québec à Trois-Rivières 2003 — 2013
Baccalauréat, ès arts (sciences humaines)
Université du Québec à Trois-Rivières 2003 — 2013
Bachelor's degree, Gestion des ressources humaines / administration du personnel, général
Sheri Senne Sheri Senne's Clarica Experience June 2000 - January 2001
Job Technical Account Manager at Microsoft
Industry Computer Software
Experience
Microsoft October 2011 - Present
Microsoft January 2004 - October 2011
Microsoft January 2001 - January 2004
Clarica June 2000 - January 2001
Marshall Field's October 1995 - January 1999
Skills
Customer Relations, Marketing Communications, Social Media, Microsoft Office, Account Management, Customer Oriented, Engagement Management, Sales, Non-profit Volunteer, Customer Service, Professional Services, Management, Consulting, Microsoft Technologies, Microsoft CRM, Training, Networking, Microsoft Dynamics, CRM, Solution Selling, Salesforce.com, Enterprise Software, Sales Process, Cloud Computing, Software Industry, Business Intelligence, Lead Generation, Pre-sales, Strategic Partnerships, Channel Partners, SharePoint, Demand Generation
Education
The University of North Dakota 1992 — 1998
BA, Psychology, Finance, Criminal Justice, Sociology
Microsoft October 2011 - Present
Microsoft January 2004 - October 2011
Microsoft January 2001 - January 2004
Clarica June 2000 - January 2001
Marshall Field's October 1995 - January 1999
Skills
Customer Relations, Marketing Communications, Social Media, Microsoft Office, Account Management, Customer Oriented, Engagement Management, Sales, Non-profit Volunteer, Customer Service, Professional Services, Management, Consulting, Microsoft Technologies, Microsoft CRM, Training, Networking, Microsoft Dynamics, CRM, Solution Selling, Salesforce.com, Enterprise Software, Sales Process, Cloud Computing, Software Industry, Business Intelligence, Lead Generation, Pre-sales, Strategic Partnerships, Channel Partners, SharePoint, Demand Generation
Education
The University of North Dakota 1992 — 1998
BA, Psychology, Finance, Criminal Justice, Sociology
Jan Scherbarth Jan Scherbarth's Clarica Experience 1988 - 2006
Job Business Systems Analyst at Manulife
Industry Financial Services
Experience
Manulife July 2008 - Present
MCAP September 2006 - April 2008
MCAP Service Corporation 2006 - 2008
MCAP Service Coporation 2006 - 2008
Sun Life Financial May 1988 - August 2006
Clarica 1988 - 2006
Skills
Business Analysis, Requirements Gathering, Business Requirements, User Acceptance Testing, Systems Analysis, Requirements Analysis, Software Documentation, SDLC, Project Management
Education
Conestoga College 1984 — 1987
Manulife July 2008 - Present
MCAP September 2006 - April 2008
MCAP Service Corporation 2006 - 2008
MCAP Service Coporation 2006 - 2008
Sun Life Financial May 1988 - August 2006
Clarica 1988 - 2006
Skills
Business Analysis, Requirements Gathering, Business Requirements, User Acceptance Testing, Systems Analysis, Requirements Analysis, Software Documentation, SDLC, Project Management
Education
Conestoga College 1984 — 1987
Aneesh Chawla Aneesh Chawla's Clarica Experience July 2005 - October 2006
Job Branch Manager at Scotiabank
Industry Banking
Experience
Scotiabank July 2013 - Present
Scotiabank May 2010 - July 2013
Scotiabank October 2006 - May 2010
Clarica July 2005 - October 2006
Softron Tax December 2004 - May 2005
Skills
Retail Banking, Credit, Banking, Credit Analysis, Mortgage Lending, Loans, Lines Of Credit, Mutual Funds, Residential Mortgages, Wealth Management, Strategic Financial..., Credit Risk, Consumer Lending, Portfolio Management, Financial Services, Investments, Relationship Management, Insurance, Finance
Education
Punjab Agricultural University 1990 — 1993
Master of Science (M.Sc.), Soil Sciences (Soil Physics)
Punjab Agricultural University
Bachelor of Science (B.Sc.), Forestry
Scotiabank July 2013 - Present
Scotiabank May 2010 - July 2013
Scotiabank October 2006 - May 2010
Clarica July 2005 - October 2006
Softron Tax December 2004 - May 2005
Skills
Retail Banking, Credit, Banking, Credit Analysis, Mortgage Lending, Loans, Lines Of Credit, Mutual Funds, Residential Mortgages, Wealth Management, Strategic Financial..., Credit Risk, Consumer Lending, Portfolio Management, Financial Services, Investments, Relationship Management, Insurance, Finance
Education
Punjab Agricultural University 1990 — 1993
Master of Science (M.Sc.), Soil Sciences (Soil Physics)
Punjab Agricultural University
Bachelor of Science (B.Sc.), Forestry
Alex Ushijima Alex Ushijima's Clarica Experience January 2008 - August 2008
Job CG Animator at Waterproof Studios
Industry Animation
Experience
Waterproof Studios April 2015 - Present
Goldtooth Creative January 2015 - April 2015
Waterproof Studios April 2014 - December 2014
Bardel Entertainment November 2013 - April 2014
Bardel Entertainment April 2013 - November 2013
Bardel Entertainment March 2012 - April 2013
Nerdcorps Entertainment May 2011 - March 2012
Nerdcorps Entertainment February 2010 - May 2011
Clarica January 2008 - August 2008
2005 World Exposition March 2005 - September 2005
Skills
XSI, Maya, Intermediate Japanese, Visual Arts, Animation, 3D animation, Character Animation, After Effects, Japanese, Computer Animation, Illustrator, Photoshop, Rendering, Drawing, Autodesk MotionBuilder, Layout, Facial Animation, Cinematics
Education
iAnimate 2014 — 2014
Game Animation Workshop 1
Vancouver Film School 2008 — 2009
3D Animation and Visual Effects
The University of British Columbia 2000 — 2006
Bachelor of Fine Arts, Visual Arts
Waterproof Studios April 2015 - Present
Goldtooth Creative January 2015 - April 2015
Waterproof Studios April 2014 - December 2014
Bardel Entertainment November 2013 - April 2014
Bardel Entertainment April 2013 - November 2013
Bardel Entertainment March 2012 - April 2013
Nerdcorps Entertainment May 2011 - March 2012
Nerdcorps Entertainment February 2010 - May 2011
Clarica January 2008 - August 2008
2005 World Exposition March 2005 - September 2005
Skills
XSI, Maya, Intermediate Japanese, Visual Arts, Animation, 3D animation, Character Animation, After Effects, Japanese, Computer Animation, Illustrator, Photoshop, Rendering, Drawing, Autodesk MotionBuilder, Layout, Facial Animation, Cinematics
Education
iAnimate 2014 — 2014
Game Animation Workshop 1
Vancouver Film School 2008 — 2009
3D Animation and Visual Effects
The University of British Columbia 2000 — 2006
Bachelor of Fine Arts, Visual Arts
Janet Perkins Janet Perkins's Clarica Experience 1997 - 2002
Job Marketing Specialist at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services August 2002 - Present
Clarica 1997 - 2002
The Mutual Group / Clarica 1993 - 1997
Skills
Strategic Planning, Financial Services, Mutual Funds, Email Marketing, Alternative Investments, Marketing Communications, Corporate Communications, Internal Communications, Proposal Writing, Copywriting, Copy Editing, Plain Language
Education
Ripon College 1977 — 1981
BA, English, Philosophy
UMB Fund Services August 2002 - Present
Clarica 1997 - 2002
The Mutual Group / Clarica 1993 - 1997
Skills
Strategic Planning, Financial Services, Mutual Funds, Email Marketing, Alternative Investments, Marketing Communications, Corporate Communications, Internal Communications, Proposal Writing, Copywriting, Copy Editing, Plain Language
Education
Ripon College 1977 — 1981
BA, English, Philosophy
Jason Whissell Jason Whissell's Clarica Experience August 2001 - May 2002
Job Senior Manager – Corporate Technology Services at BlackBerry
Industry Wireless
Experience
BlackBerry October 2013 - Present
BlackBerry June 2012 - October 2013
BlackBerry October 2009 - June 2012
BlackBerry November 2008 - November 2009
BlackBerry July 2007 - October 2008
Sun Life Financial June 2003 - June 2007
Sun Life Financial September 2002 - June 2003
Clarica August 2001 - May 2002
Skills
ITIL, Problem Management, Incident Management, Vendor Management, ITIL Certified, Change Management, Business Analysis, Process Improvement, Service Delivery, Program Management, Project Management, BMC Remedy, Release Management, Team Leadership, Leadership Development, Management, IT Service Management, Customer Insight, Customer Service, Customer Satisfaction, Mentoring, Knowledge Management, KCS, Operational Excellence, Operational Strategy, ITIL Implementation, ITIL Process, ITIL v3 Foundations..., Major Incident..., Organizational..., Organizational Design, Software Documentation, Strategy, PMP, Six Sigma, Project Planning, CRM, Call Centers, Leadership, Training, Enterprise Software, Team Management, Troubleshooting, Blackberry, IT Operations, Project Portfolio..., Outsourcing, IT Management, Customer Experience
Education
Mohawk College 2000 — 2002
Computer Science, Networking and Hardware with Co-op Diploma
BlackBerry October 2013 - Present
BlackBerry June 2012 - October 2013
BlackBerry October 2009 - June 2012
BlackBerry November 2008 - November 2009
BlackBerry July 2007 - October 2008
Sun Life Financial June 2003 - June 2007
Sun Life Financial September 2002 - June 2003
Clarica August 2001 - May 2002
Skills
ITIL, Problem Management, Incident Management, Vendor Management, ITIL Certified, Change Management, Business Analysis, Process Improvement, Service Delivery, Program Management, Project Management, BMC Remedy, Release Management, Team Leadership, Leadership Development, Management, IT Service Management, Customer Insight, Customer Service, Customer Satisfaction, Mentoring, Knowledge Management, KCS, Operational Excellence, Operational Strategy, ITIL Implementation, ITIL Process, ITIL v3 Foundations..., Major Incident..., Organizational..., Organizational Design, Software Documentation, Strategy, PMP, Six Sigma, Project Planning, CRM, Call Centers, Leadership, Training, Enterprise Software, Team Management, Troubleshooting, Blackberry, IT Operations, Project Portfolio..., Outsourcing, IT Management, Customer Experience
Education
Mohawk College 2000 — 2002
Computer Science, Networking and Hardware with Co-op Diploma
Stephane Beaumier Stephane Beaumier's Clarica Experience August 1995 - September 2000
Job viceprésident régional chez Sun Life Financial of Canada
Industry Financial Services
Experience
Financière Sun Life May 2006 - Present
Financière Sun Life September 2000 - April 2006
Clarica August 1995 - September 2000
métropolitaine August 1993 - August 1995
Propriétaire de restaurant May 1990 - September 1993
Skills
Assurance, investissement, vente, Mutual Funds, Insurance, Strategic Financial..., Investments, Critical Illness, Retirement Planning, Disability Insurance, Banking, Risk Management, Fixed Annuities, Life Insurance, Retirement, Financial Analysis, Portfolio Management, Coaching
Education
1990 — 1993
BACC, FINANCE
cegep shawinigan 1988 — 1990
administration, administration des affaires
Financière Sun Life May 2006 - Present
Financière Sun Life September 2000 - April 2006
Clarica August 1995 - September 2000
métropolitaine August 1993 - August 1995
Propriétaire de restaurant May 1990 - September 1993
Skills
Assurance, investissement, vente, Mutual Funds, Insurance, Strategic Financial..., Investments, Critical Illness, Retirement Planning, Disability Insurance, Banking, Risk Management, Fixed Annuities, Life Insurance, Retirement, Financial Analysis, Portfolio Management, Coaching
Education
1990 — 1993
BACC, FINANCE
cegep shawinigan 1988 — 1990
administration, administration des affaires
Raymond Wong B.Sc., CLU, CHS, EPC Raymond Wong B.Sc., CLU, CHS, EPC's Clarica Experience September 1999 - December 2000
Job Senior Associate Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2001 - Present
Clarica September 1999 - December 2000
Mutual Group May 1998 - August 1999
MetLife June 1991 - April 1998
MetLife August 1990 - May 1991
MetLife August 1988 - July 1990
Skills
Management, Recruiting, Finance, Sales, Talent Management, Branch Banking, Critical Illness, Estate Planning, Long-term Care, Segregated Funds, Retirement Savings, Financial Planners, Financial Analysis, Wealth, Health Insurance, Term Life Insurance, Asset Allocation, Financial Modeling, Asset Management, Employee Benefits, Mutual Funds, Retirement Planning, Wealth Management
Education
University of Guelph 1984 — 1988
B.Sc., Computer Science & Business Administration
Riverdale Collegiate Institute 1981 — 1984
High School Diploma Graduation, Grade 13
Sun Life Financial January 2001 - Present
Clarica September 1999 - December 2000
Mutual Group May 1998 - August 1999
MetLife June 1991 - April 1998
MetLife August 1990 - May 1991
MetLife August 1988 - July 1990
Skills
Management, Recruiting, Finance, Sales, Talent Management, Branch Banking, Critical Illness, Estate Planning, Long-term Care, Segregated Funds, Retirement Savings, Financial Planners, Financial Analysis, Wealth, Health Insurance, Term Life Insurance, Asset Allocation, Financial Modeling, Asset Management, Employee Benefits, Mutual Funds, Retirement Planning, Wealth Management
Education
University of Guelph 1984 — 1988
B.Sc., Computer Science & Business Administration
Riverdale Collegiate Institute 1981 — 1984
High School Diploma Graduation, Grade 13
Brent Wasem Brent Wasem's Clarica Experience December 1999 - December 2004
Job Business Lead Plant Maintenance at American Crystal Sugar Company
Industry Information Technology and Services
Experience
American Crystal Sugar Company March 2005 - Present
Global Electric Motorcars, LLC January 2005 - March 2005
Clarica December 1999 - December 2004
Edward Jones May 1999 - December 1999
Deluxe Corporation March 1998 - May 1999
American Crystal Sugar Company June 1995 - March 1998
American Crystal Sugar Company February 1992 - June 1995
Skills
SAP, Project Management, SAP Implementation, Business Analysis, Project Planning, Requirements Analysis, PMP, Visio, Analysis, Preventive Maintenance, Management, Maintenance & Repair, Plant Maintenance, ERP, Team Leadership, Logistics, Software Project..., Integration, Cross-functional Team..., Customer Service, Business Process, Business Process..., Microsoft Word, Management Consulting, Microsoft Excel, Manufacturing, Procurement, SAP R/3
Education
North Dakota State University 1985 — 1992
BS, Electrical and Electronics Engineering
Dickinson State University 1986 — 1989
B.S., Math
Berg Elementary, Dickinson High 1973 — 1985
American Crystal Sugar Company March 2005 - Present
Global Electric Motorcars, LLC January 2005 - March 2005
Clarica December 1999 - December 2004
Edward Jones May 1999 - December 1999
Deluxe Corporation March 1998 - May 1999
American Crystal Sugar Company June 1995 - March 1998
American Crystal Sugar Company February 1992 - June 1995
Skills
SAP, Project Management, SAP Implementation, Business Analysis, Project Planning, Requirements Analysis, PMP, Visio, Analysis, Preventive Maintenance, Management, Maintenance & Repair, Plant Maintenance, ERP, Team Leadership, Logistics, Software Project..., Integration, Cross-functional Team..., Customer Service, Business Process, Business Process..., Microsoft Word, Management Consulting, Microsoft Excel, Manufacturing, Procurement, SAP R/3
Education
North Dakota State University 1985 — 1992
BS, Electrical and Electronics Engineering
Dickinson State University 1986 — 1989
B.S., Math
Berg Elementary, Dickinson High 1973 — 1985
Debra Dauncey's Clarica Experience March 1996 - March 2000
Job "Professional Administrator": Office Admin/CS Coordination (incl; Security, Finance & Project Coordination)
Industry Law Enforcement
Experience
360 Advanced Security Corporation June 2014 - January 2015
Avon March 2010 - January 2015
Consulting via Dytrem Corp, to Cisco Systems August 2008 - June 2014
Chase March 2007 - July 2008
Hewlett-Packard May 2005 - October 2006
Great-West Life March 2000 - April 2005
Clarica March 1996 - March 2000
Skills
Research, Time Management, Supervisory Skills, Public Relations, Event Management, Event Planning, Marketing Communications, Advertising, Fundraising, Teamwork, Cisco Technologies, Customer Satisfaction, Management, Leadership, Project Planning, Marketing, Sales, Training, Software Documentation, Customer Service, Team Leadership, Troubleshooting, Security, Microsoft Excel, Public Speaking, Call Centers, Team Building, Selling, Networking, Account Management, Direct Sales, Budgets, Telecommunications
Education
SAP Database Administrator 2005 — 2006
Certificate, Contract Admin ~ All level
Dalhousie University 2003 — 2005
CEBS, Insurance Bachelors
Algonquin College of Applied Arts and Technology 1994 — 1996
Hotel, Motel, and Restaurant Management, Hotel, Motel, and Restaurant Management
Notre Dame High School 1992 — 1994
OSSD
360 Advanced Security Corporation June 2014 - January 2015
Avon March 2010 - January 2015
Consulting via Dytrem Corp, to Cisco Systems August 2008 - June 2014
Chase March 2007 - July 2008
Hewlett-Packard May 2005 - October 2006
Great-West Life March 2000 - April 2005
Clarica March 1996 - March 2000
Skills
Research, Time Management, Supervisory Skills, Public Relations, Event Management, Event Planning, Marketing Communications, Advertising, Fundraising, Teamwork, Cisco Technologies, Customer Satisfaction, Management, Leadership, Project Planning, Marketing, Sales, Training, Software Documentation, Customer Service, Team Leadership, Troubleshooting, Security, Microsoft Excel, Public Speaking, Call Centers, Team Building, Selling, Networking, Account Management, Direct Sales, Budgets, Telecommunications
Education
SAP Database Administrator 2005 — 2006
Certificate, Contract Admin ~ All level
Dalhousie University 2003 — 2005
CEBS, Insurance Bachelors
Algonquin College of Applied Arts and Technology 1994 — 1996
Hotel, Motel, and Restaurant Management, Hotel, Motel, and Restaurant Management
Notre Dame High School 1992 — 1994
OSSD
David Parent's Clarica Experience November 2001 - July 2003
Job Senior Vice President, Individual Insurance Services at Marsh Canada Limited
Industry Financial Services
Experience
Marsh Canada Limited September 2014 - Present
Sun Life Financial November 2010 - September 2014
Groupe financier Strategia July 2003 - November 2010
Clarica November 2001 - July 2003
Skills
Investments, Critical Illness, Participating Whole..., Business Development, Insurance, Life Insurance, Disability Insurance, Financial Advisory, Finance, High Net Worth..., Retirement Planning, Mutual Funds, Wealth, Retirement, Securities, Financial Services
Education
Télé-Université 2010 — 2012
Bachelor of Commerce (B.Com.), Finance, in Progress
Université du Québec - Télé-université 2004 — 2007
Marsh Canada Limited September 2014 - Present
Sun Life Financial November 2010 - September 2014
Groupe financier Strategia July 2003 - November 2010
Clarica November 2001 - July 2003
Skills
Investments, Critical Illness, Participating Whole..., Business Development, Insurance, Life Insurance, Disability Insurance, Financial Advisory, Finance, High Net Worth..., Retirement Planning, Mutual Funds, Wealth, Retirement, Securities, Financial Services
Education
Télé-Université 2010 — 2012
Bachelor of Commerce (B.Com.), Finance, in Progress
Université du Québec - Télé-université 2004 — 2007
Bill Thurston Bill Thurston's Clarica Experience August 1992 - March 1997
Job Owner, Just Cuts Landscaping / Wilmington Snow Removal
Industry Consumer Services
Experience
Just Cuts Landscaping / Wilmington Snow Removal March 1997 - Present
Air National Guard Pease Airbase NH 1996 - 1999
Clarica August 1992 - March 1997
United States Air Force July 1988 - August 1991
Skills
Small Business, Pressure Washing, New Business Development, Marketing Strategy, QuickBooks, Bookkeeping, Customer Service, Accounts Receivable, Accounts Payable, Contract Negotiation, Android, Account Management, Lawn Care, Mulch, Water Gardens, Stone Walls, Plantings, Walkways, Landscape Installations, Leaf Removal, Lawn Mowing, Edging, Mowing, Plowing, Snow Removal, Post Construction..., Sales, Landscaping, Contract Management, Customer Retention, Landscape Design, Snow, Property Maintenance, Landscape Maintenance, Horticulture, Contractors, Patios, Carpentry, Renovation, Marketing, Residential Homes, Pavers, Hardscape, Water Features, Irrigation, Landscape Lighting, Process Scheduler, Landscape Construction, Tree Planting, Budgets
Education
Middlesex Community College 1991 — 1992
Accounting
McMurry University 1989 — 1990
Spanish and Computer science
UMass Lowell 1986 — 1987
Drafting
Shawsheen Tech 1982 — 1986
Machine Shop Technology/Assistant
Just Cuts Landscaping / Wilmington Snow Removal March 1997 - Present
Air National Guard Pease Airbase NH 1996 - 1999
Clarica August 1992 - March 1997
United States Air Force July 1988 - August 1991
Skills
Small Business, Pressure Washing, New Business Development, Marketing Strategy, QuickBooks, Bookkeeping, Customer Service, Accounts Receivable, Accounts Payable, Contract Negotiation, Android, Account Management, Lawn Care, Mulch, Water Gardens, Stone Walls, Plantings, Walkways, Landscape Installations, Leaf Removal, Lawn Mowing, Edging, Mowing, Plowing, Snow Removal, Post Construction..., Sales, Landscaping, Contract Management, Customer Retention, Landscape Design, Snow, Property Maintenance, Landscape Maintenance, Horticulture, Contractors, Patios, Carpentry, Renovation, Marketing, Residential Homes, Pavers, Hardscape, Water Features, Irrigation, Landscape Lighting, Process Scheduler, Landscape Construction, Tree Planting, Budgets
Education
Middlesex Community College 1991 — 1992
Accounting
McMurry University 1989 — 1990
Spanish and Computer science
UMass Lowell 1986 — 1987
Drafting
Shawsheen Tech 1982 — 1986
Machine Shop Technology/Assistant
Jennifer Marchitto Jennifer Marchitto's Clarica Experience 1998 - 2001
Job Secrétaire de direction chez Cirque du Soleil
Industry Fine Art
Experience
Cirque du Soleil May 2012 - Present
Services financiers Groupe Investors March 2008 - May 2012
Services Administratif J.E.M. 2002 - 2007
Clarica 1998 - 2001
Education
1994 — 1995
complété à 50%, Relations Industrielles
Cégep du Vieux-Montréal 1991 — 1994
D.E.C., Sciences Humaines
Cirque du Soleil May 2012 - Present
Services financiers Groupe Investors March 2008 - May 2012
Services Administratif J.E.M. 2002 - 2007
Clarica 1998 - 2001
Education
1994 — 1995
complété à 50%, Relations Industrielles
Cégep du Vieux-Montréal 1991 — 1994
D.E.C., Sciences Humaines
Joe Luedtke Joe Luedtke's Clarica Experience 2000 - 2002
Job Chief Operating Officer at Liturgical Publications Inc
Industry Internet
Experience
Liturgical Publications Inc May 2014 - Present
Liturgical Publications Inc. March 2012 - Present
7Summits April 2010 - December 2013
Deals by Golly! September 2010 - August 2011
Manpower December 2004 - July 2008
Manpower North America 2004 - 2008
WHITTMANHART June 2004 - December 2004
Northwestern Mutual 2000 - 2004
The Revere Group 1998 - 2004
Clarica 2000 - 2002
Skills
Project Management, Process Improvement, Social Media, Marketing Strategy, Product Management, Business Intelligence, Sales Process, Strategic Planning, Marketing, New Business Development, Social Networking, Social Media Marketing, Business Analysis, Program Management, Change Management, Team Building, Team Leadership, Account Management, Analytics, Enterprise Software, Entrepreneurship, CRM, Outsourcing, Data Center, Business Development, Management, Cloud Computing, Sales, Vendor Management, Nonprofits, Non-profit..., Strategy, Leadership, Consulting, Start-ups, Product Development, E-commerce, Salesforce.com
Education
Marquette University 2008 — 2013
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 2004 — 2005
MBA, Business
University of Wisconsin-Stevens Point 1983 — 1988
BS, Biology, Computer Science
Liturgical Publications Inc May 2014 - Present
Liturgical Publications Inc. March 2012 - Present
7Summits April 2010 - December 2013
Deals by Golly! September 2010 - August 2011
Manpower December 2004 - July 2008
Manpower North America 2004 - 2008
WHITTMANHART June 2004 - December 2004
Northwestern Mutual 2000 - 2004
The Revere Group 1998 - 2004
Clarica 2000 - 2002
Skills
Project Management, Process Improvement, Social Media, Marketing Strategy, Product Management, Business Intelligence, Sales Process, Strategic Planning, Marketing, New Business Development, Social Networking, Social Media Marketing, Business Analysis, Program Management, Change Management, Team Building, Team Leadership, Account Management, Analytics, Enterprise Software, Entrepreneurship, CRM, Outsourcing, Data Center, Business Development, Management, Cloud Computing, Sales, Vendor Management, Nonprofits, Non-profit..., Strategy, Leadership, Consulting, Start-ups, Product Development, E-commerce, Salesforce.com
Education
Marquette University 2008 — 2013
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 2004 — 2005
MBA, Business
University of Wisconsin-Stevens Point 1983 — 1988
BS, Biology, Computer Science
Connie Hart BA, PMP Connie Hart BA, PMP's Clarica Experience 1998 - 2002
Job Project Manager
Industry Information Technology and Services
Experience
Export Development Canada 2011 - 2014
Sun Life Financial 2002 - 2010
Clarica 1998 - 2002
Metropolitan Life Insurance Company 1990 - 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Project Management, Integration, Program Management, PMP, Team Leadership, Project Portfolio..., Business Process...
Education
St. Lawrence College 1977 — 1979
Diploma, Business Administration - Computing and Information Processing
Queen's University 1975 — 1979
BA, Math, Psychology
Export Development Canada 2011 - 2014
Sun Life Financial 2002 - 2010
Clarica 1998 - 2002
Metropolitan Life Insurance Company 1990 - 1998
Skills
Business Analysis, SDLC, Requirements Analysis, Project Management, Integration, Program Management, PMP, Team Leadership, Project Portfolio..., Business Process...
Education
St. Lawrence College 1977 — 1979
Diploma, Business Administration - Computing and Information Processing
Queen's University 1975 — 1979
BA, Math, Psychology
Heather Way Trabulsi Heather Way Trabulsi's Clarica Experience January 1993 - December 2002
Job Image & Workflow Program Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2014 - Present
HWTrabulsi Consulting Ltd December 2005 - Present
TDL Group (Tim Horton's Inc) May 2013 - October 2013
Trader Corporation February 2013 - April 2013
Manulife Fin October 2011 - January 2012
RIM November 2010 - August 2011
Agricorp January 2006 - March 2010
Sun Life Financial April 2004 - September 2005
Manulife Financial July 2003 - March 2004
Clarica January 1993 - December 2002
Skills
Business Process..., Project Management, Financial Accounting, Communication, Cross-functional Team..., Process Analysis, Data Reconciliation, Data Analysis, Analysis, Accounting, Business Analysis, PMO, PMP, Auditing, Finance, Time Management, Business Process, Management, Team Building, Team Leadership, Process Improvement, Business Requirements, Insurance, Project Portfolio..., Software Documentation
Education
Wilfrid Laurier University 1988 — 2000
Accounting, CA Accounting
St. Lawrence College 1987 — 1988
Accounting, CMA Accounting
Sun Life Financial January 2014 - Present
HWTrabulsi Consulting Ltd December 2005 - Present
TDL Group (Tim Horton's Inc) May 2013 - October 2013
Trader Corporation February 2013 - April 2013
Manulife Fin October 2011 - January 2012
RIM November 2010 - August 2011
Agricorp January 2006 - March 2010
Sun Life Financial April 2004 - September 2005
Manulife Financial July 2003 - March 2004
Clarica January 1993 - December 2002
Skills
Business Process..., Project Management, Financial Accounting, Communication, Cross-functional Team..., Process Analysis, Data Reconciliation, Data Analysis, Analysis, Accounting, Business Analysis, PMO, PMP, Auditing, Finance, Time Management, Business Process, Management, Team Building, Team Leadership, Process Improvement, Business Requirements, Insurance, Project Portfolio..., Software Documentation
Education
Wilfrid Laurier University 1988 — 2000
Accounting, CA Accounting
St. Lawrence College 1987 — 1988
Accounting, CMA Accounting
Julie Moor Julie Moor's Clarica Experience 1998 - 2002
Job Portfolio Delivery Manager at Export Development Canada
Industry Financial Services
Experience
Export Development Canada November 2011 - Present
(Volunteer) Dress for Success Ottawa May 2011 - Present
Sun Life Financial 2003 - 2010
Clarica 1998 - 2002
MetLife 1979 - 1998
Skills
Requirements Analysis, SDLC, Business Analysis, Program Management, Change Management, Problem Solving, Visio, Risk Management, PMO, Business Process..., Project Management, Project Delivery, Enterprise Architecture, Leadership, MS Project, PMP, IT Strategy, Requirements Gathering, Project Portfolio..., Analysis, ITIL, Integration, Business Intelligence, Business Process, Vendor Management, Process Improvement
Education
St. Lawrence College 1976 — 1979
Business Administration Diploma, Information Systems
Export Development Canada November 2011 - Present
(Volunteer) Dress for Success Ottawa May 2011 - Present
Sun Life Financial 2003 - 2010
Clarica 1998 - 2002
MetLife 1979 - 1998
Skills
Requirements Analysis, SDLC, Business Analysis, Program Management, Change Management, Problem Solving, Visio, Risk Management, PMO, Business Process..., Project Management, Project Delivery, Enterprise Architecture, Leadership, MS Project, PMP, IT Strategy, Requirements Gathering, Project Portfolio..., Analysis, ITIL, Integration, Business Intelligence, Business Process, Vendor Management, Process Improvement
Education
St. Lawrence College 1976 — 1979
Business Administration Diploma, Information Systems
Louis Bernatchez Louis Bernatchez's Clarica Experience November 1998 - March 2001
Job Partner at Morneau Shepell
Industry Human Resources
Experience
Morneau Shepell March 2003 - Present
Morneau Sobeco/ Shepell.fgi 2003 - January 2011
Association des Diplômés de l'Université de Montréal 2008 - 2010
Towers Perrin 2001 - 2003
Clarica November 1998 - March 2001
Cadet Navy Officer 1989 - 2001
Metropolitan Life 1993 - 1998
Skills
Business Planning, Actuaries, Renewals, Group Insurance, Actuarial Science, Health Insurance, Disability Management, Employee Benefits, Benefits Administration
Education
Université de Montréal 1989 — 1993
BSc Math, Actuarial Science
Université de Montréal 1989 — 1993
Bachelor of Applied Science (BASc), Actuarial Science
Ecole secondaire Saint-Maxime
Morneau Shepell March 2003 - Present
Morneau Sobeco/ Shepell.fgi 2003 - January 2011
Association des Diplômés de l'Université de Montréal 2008 - 2010
Towers Perrin 2001 - 2003
Clarica November 1998 - March 2001
Cadet Navy Officer 1989 - 2001
Metropolitan Life 1993 - 1998
Skills
Business Planning, Actuaries, Renewals, Group Insurance, Actuarial Science, Health Insurance, Disability Management, Employee Benefits, Benefits Administration
Education
Université de Montréal 1989 — 1993
BSc Math, Actuarial Science
Université de Montréal 1989 — 1993
Bachelor of Applied Science (BASc), Actuarial Science
Ecole secondaire Saint-Maxime
Dave Dineen Dave Dineen's Clarica Experience 2001 - 2005
Job CEO of My Life at Retired/selfemployed
Industry Insurance
Experience
Retired/self-employed December 2010 - Present
Sun Life Financial Canada August 2008 - December 2010
Clarica 2001 - 2005
TD Canada Trust May 1986 - March 2000
Canada Trust 1986 - 2000
Education
Conestoga College 1975 — 1978
Journalism
Retired/self-employed December 2010 - Present
Sun Life Financial Canada August 2008 - December 2010
Clarica 2001 - 2005
TD Canada Trust May 1986 - March 2000
Canada Trust 1986 - 2000
Education
Conestoga College 1975 — 1978
Journalism
Kristy Gill, CFRE's Clarica Experience 2000 - 2003
Job Executive Director, Western Canada, Cystic Fibrosis Canada
Industry Fund-Raising
Experience
Cystic Fibrosis Canada May 2013 - Present
West Vancouver Chamber of Commerce May 2013 - Present
Lions Gate Hospital Foundation September 2007 - April 2013
Lions Gate Hospital Foundation March 2004 - September 2007
Clarica 2000 - 2003
Skills
Fundraising, Volunteer Management, Event Planning, Sponsorship, Non-profits, Event Management, Direct Mail, Marketing Communications, Stewardship, Social Media, Direct Marketing, Social Media Marketing, Nonprofits, Annual Giving, Philanthropy, Leadership Management, Prospect Research, Board Development, Fundraisers, Marketing, Planned Giving, Major Gift Development, Community Development, Donor Recognition, Charities, Non-profit Board..., Capital Campaigns, Strategic Communications, Donor Management, Community Engagement, Board Relations, Donor Development, Human Resources, Major Gift Campaigns, Leadership, Strategic Planning, Management, Program Development, Social Networking, Public Relations
Education
British Columbia Institute of Technology / BCIT
Organizational Leadership
British Columbia Institute of Technology / BCIT 2002 — 2004
Non-Profit Managment Associate Certificate with Honors
Capilano University 1997 — 1999
Advanced Marketing Management Diploma, Business
National Society of Fundraising Executives
NSFRE First Course
Cystic Fibrosis Canada May 2013 - Present
West Vancouver Chamber of Commerce May 2013 - Present
Lions Gate Hospital Foundation September 2007 - April 2013
Lions Gate Hospital Foundation March 2004 - September 2007
Clarica 2000 - 2003
Skills
Fundraising, Volunteer Management, Event Planning, Sponsorship, Non-profits, Event Management, Direct Mail, Marketing Communications, Stewardship, Social Media, Direct Marketing, Social Media Marketing, Nonprofits, Annual Giving, Philanthropy, Leadership Management, Prospect Research, Board Development, Fundraisers, Marketing, Planned Giving, Major Gift Development, Community Development, Donor Recognition, Charities, Non-profit Board..., Capital Campaigns, Strategic Communications, Donor Management, Community Engagement, Board Relations, Donor Development, Human Resources, Major Gift Campaigns, Leadership, Strategic Planning, Management, Program Development, Social Networking, Public Relations
Education
British Columbia Institute of Technology / BCIT
Organizational Leadership
British Columbia Institute of Technology / BCIT 2002 — 2004
Non-Profit Managment Associate Certificate with Honors
Capilano University 1997 — 1999
Advanced Marketing Management Diploma, Business
National Society of Fundraising Executives
NSFRE First Course
Jamie Asmussen Jamie Asmussen's Clarica Experience 2001 - 2002
Job Risk and Wealth Consultant
Industry Financial Services
Experience
Red Shoe Society of South Western Ontario June 2012 - Present
Advocis London April 2010 - Present
Advisorline Financial Services 2002 - Present
Clarica 2001 - 2002
Skills
Group Benefits, Disability Insurance, Critical Illness, Insurance Planning, Succession Planning, Health Insurance, Financial Planners, Employee Benefits
Education
Conestoga College 1999 — 2001
Marketing
Western University
General Arts
Huron Park
Red Shoe Society of South Western Ontario June 2012 - Present
Advocis London April 2010 - Present
Advisorline Financial Services 2002 - Present
Clarica 2001 - 2002
Skills
Group Benefits, Disability Insurance, Critical Illness, Insurance Planning, Succession Planning, Health Insurance, Financial Planners, Employee Benefits
Education
Conestoga College 1999 — 2001
Marketing
Western University
General Arts
Huron Park
Brian Kjenner Brian Kjenner's Clarica Experience December 1980 - August 1998
Job Executive at ATB Financial
Industry Investment Management
Experience
ATB Financial January 2004 - Present
Clarica December 1980 - August 1998
Skills
Wealth Management, Mutual Funds, Banking, Investments, Business Development
Education
Northern Alberta Institute of Technology 1978 — 1980
Business Administration
Fort Sask
ATB Financial January 2004 - Present
Clarica December 1980 - August 1998
Skills
Wealth Management, Mutual Funds, Banking, Investments, Business Development
Education
Northern Alberta Institute of Technology 1978 — 1980
Business Administration
Fort Sask
Kathy Kibble Kathy Kibble's Clarica Experience 1993 - May 2002
Job Project Manager, Enterprise Business Continuity at BlackBerry
Industry Information Services
Experience
BlackBerry April 2011 - Present
Waterloo Girls Minor Hockey Association September 2007 - Present
Waterloo Region District School Board September 2008 - April 2011
Sun Life Financial May 2002 - May 2007
Clarica 1993 - May 2002
Prudential Assurance 1981 - 1993
Skills
Process Improvement, Leadership, Disaster Recovery, Project Management, Business Continuity..., Business Continuity, Testing, Vendor Management, Project Portfolio..., Risk Management, Governance, Program Management, Project Planning, Business Process, Change Management, SDLC, IT Strategy, Databases, Information Technology, IT Management, IT Operations, Management, Enterprise Software, Quality Assurance, Data Center, ITIL, Training, PMP
Education
Conestoga College 1978 — 1981
Business Administration - Data Processing, Computer Science
BlackBerry April 2011 - Present
Waterloo Girls Minor Hockey Association September 2007 - Present
Waterloo Region District School Board September 2008 - April 2011
Sun Life Financial May 2002 - May 2007
Clarica 1993 - May 2002
Prudential Assurance 1981 - 1993
Skills
Process Improvement, Leadership, Disaster Recovery, Project Management, Business Continuity..., Business Continuity, Testing, Vendor Management, Project Portfolio..., Risk Management, Governance, Program Management, Project Planning, Business Process, Change Management, SDLC, IT Strategy, Databases, Information Technology, IT Management, IT Operations, Management, Enterprise Software, Quality Assurance, Data Center, ITIL, Training, PMP
Education
Conestoga College 1978 — 1981
Business Administration - Data Processing, Computer Science
Patti Heisler Patti Heisler's Clarica Experience July 1999 - April 2003
Job Assistant Director, Advanced Learning Technologies at the North Dakota University System (NDUS)
Industry Higher Education
Experience
North Dakota University System (NDUS) January 2012 - Present
University of Mary, Fargo Center January 2002 - Present
North Dakota State University College of Business January 2013 - May 2013
Concordia College January 2010 - January 2012
Mayville State University August 2004 - December 2009
Blue Cross Blue Shield July 2003 - August 2004
FM-ASTD January 1999 - December 2003
Clarica July 1999 - April 2003
Corporate Technologies May 1996 - July 1999
Skills
Learning Management, Higher Education, Instructional Technology, Educational Technology, Online Training, Instructor-led Training, Instructional Design, Teaching, Public Speaking, Microsoft Office, Leadership Development, Curriculum Design, Editing, Adult Education, Access, PowerPoint, Blended Learning, Excel, Coaching, ADDIE, Word, Staff Development, Writing, SharePoint, Customer Service, Curriculum Development, Strategic Planning, Change Management, Team Building, E-learning Development, Technical Training, Distance Learning, Administration, Classroom Instruction, Needs Analysis, E-Learning, System Administration, Program Management, Organizational..., Tegrity, Atomic Learning, Learning Management..., Training, Faculty Development, Leadership, Career Development, Moodle, Management, University Teaching, Academic Advising
Education
University of Mary 2001 — 2002
Masters, Management
Minnesota State University, Moorhead 1983 — 1992
BS, Mass Communication
North Dakota University System (NDUS) January 2012 - Present
University of Mary, Fargo Center January 2002 - Present
North Dakota State University College of Business January 2013 - May 2013
Concordia College January 2010 - January 2012
Mayville State University August 2004 - December 2009
Blue Cross Blue Shield July 2003 - August 2004
FM-ASTD January 1999 - December 2003
Clarica July 1999 - April 2003
Corporate Technologies May 1996 - July 1999
Skills
Learning Management, Higher Education, Instructional Technology, Educational Technology, Online Training, Instructor-led Training, Instructional Design, Teaching, Public Speaking, Microsoft Office, Leadership Development, Curriculum Design, Editing, Adult Education, Access, PowerPoint, Blended Learning, Excel, Coaching, ADDIE, Word, Staff Development, Writing, SharePoint, Customer Service, Curriculum Development, Strategic Planning, Change Management, Team Building, E-learning Development, Technical Training, Distance Learning, Administration, Classroom Instruction, Needs Analysis, E-Learning, System Administration, Program Management, Organizational..., Tegrity, Atomic Learning, Learning Management..., Training, Faculty Development, Leadership, Career Development, Moodle, Management, University Teaching, Academic Advising
Education
University of Mary 2001 — 2002
Masters, Management
Minnesota State University, Moorhead 1983 — 1992
BS, Mass Communication
Andrea Cruise Andrea Cruise's Clarica Experience June 2001 - March 2004
Job Enterprise Infrastructure Engagement Manager at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial February 2015 - Present
Sun Life Financial September 2013 - February 2015
Federal Government - Office of the Superintendent of Bankruptcy June 2011 - August 2013
Sun Life Financial March 2007 - January 2011
Sun Life Financial December 2008 - November 2009
Sun Life Financial March 2004 - March 2007
Clarica June 2001 - March 2004
Sun Life Financial January 2001 - December 2001
Metropolitan Life Insurance Company 1995 - 1998
Metropolitan Life Insurance Company February 1988 - January 1995
Skills
Business Analysis, ITIL, Project Management, IT Service Management, Leadership, Information Management, Technical Support, Records Management, Vendor Management, Change Management, Team Leadership, Program Management, Resource Management, Risk Management, Incident Management, MS Project, Service Delivery, SharePoint, Disaster Recovery, Enterprise Architecture, Communication Skills, Configuration Management, Executive Support, Requirements Management, Software Implementation..., Knowledge Management, Business Process..., Process Management, Mentoring, Distributed Teams, Agile Methodologies, CRM, Enterprise Software, Training, Security, Governance, SDLC, PMO, PMP, Telecommunications, Information Technology, Consulting, Project Portfolio...
Education
Carleton University 1986 — 1990
BA, Psychology and Law
Algonquin College of Applied Arts and Technology 1990 — 1993
Continuing Ed, Human Resources Management
Renfrew Collegiate Institute 1980 — 1985
Sun Life Financial February 2015 - Present
Sun Life Financial September 2013 - February 2015
Federal Government - Office of the Superintendent of Bankruptcy June 2011 - August 2013
Sun Life Financial March 2007 - January 2011
Sun Life Financial December 2008 - November 2009
Sun Life Financial March 2004 - March 2007
Clarica June 2001 - March 2004
Sun Life Financial January 2001 - December 2001
Metropolitan Life Insurance Company 1995 - 1998
Metropolitan Life Insurance Company February 1988 - January 1995
Skills
Business Analysis, ITIL, Project Management, IT Service Management, Leadership, Information Management, Technical Support, Records Management, Vendor Management, Change Management, Team Leadership, Program Management, Resource Management, Risk Management, Incident Management, MS Project, Service Delivery, SharePoint, Disaster Recovery, Enterprise Architecture, Communication Skills, Configuration Management, Executive Support, Requirements Management, Software Implementation..., Knowledge Management, Business Process..., Process Management, Mentoring, Distributed Teams, Agile Methodologies, CRM, Enterprise Software, Training, Security, Governance, SDLC, PMO, PMP, Telecommunications, Information Technology, Consulting, Project Portfolio...
Education
Carleton University 1986 — 1990
BA, Psychology and Law
Algonquin College of Applied Arts and Technology 1990 — 1993
Continuing Ed, Human Resources Management
Renfrew Collegiate Institute 1980 — 1985
Jackee Arlein-Roth Jackee Arlein-Roth's Clarica Experience April 1987 - April 2003
Job Sales Account Executive at Manulife Financial
Industry Insurance
Experience
Manulife Financial April 2005 - Present
YPO 2004 - 2006
Clarica April 1987 - April 2003
Sun Life Financial 2002 - 2003
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Critical Illness, Life Insurance, Underwriting, Benefits Administration, Management, Sales, Term Life Insurance, Claim, Defined Benefit, Health Savings Accounts, Financial Services, Leadership, Group Insurance, Account Management
Education
Western University 1982 — 1983
Anthropology, Political Science, English
Centennial College 1981 — 1983
Journalism, Photography
Manulife Financial April 2005 - Present
YPO 2004 - 2006
Clarica April 1987 - April 2003
Sun Life Financial 2002 - 2003
Skills
Health Insurance, Employee Benefits, Disability Insurance, Insurance, Critical Illness, Life Insurance, Underwriting, Benefits Administration, Management, Sales, Term Life Insurance, Claim, Defined Benefit, Health Savings Accounts, Financial Services, Leadership, Group Insurance, Account Management
Education
Western University 1982 — 1983
Anthropology, Political Science, English
Centennial College 1981 — 1983
Journalism, Photography
Joseph Peixoto Joseph Peixoto's Clarica Experience January 1998 - January 2001
Job National Inside Sales Consultant at Rogers Communications
Industry Information Technology and Services
Experience
Rogers Communications May 2010 - Present
Primus/Magma February 2001 - May 2010
Magma Communications February 2001 - May 2010
Clarica January 1998 - January 2001
Clarica January 1998 - January 2001
Clarica January 1998 - January 2001
ROGERS COMMUNICATIONS March 1994 - April 1998
SUBWAY Restaurants May 1992 - March 1994
Skills
Solution Selling, Account Management, Channel, Direct Sales, Telecommunications, Sales Process, Managed Services, Sales Management, New Business Development, Sales, Leadership, Sales Operations, Strategic Partnerships, Customer Experience, Professional Services, Customer Retention, Unified Communications, Wireless, Salesforce.com, Call Centers, Selling, SaaS, B2B
Education
Carleton University 1989 — 1992
BA, Political Science
Rogers Communications May 2010 - Present
Primus/Magma February 2001 - May 2010
Magma Communications February 2001 - May 2010
Clarica January 1998 - January 2001
Clarica January 1998 - January 2001
Clarica January 1998 - January 2001
ROGERS COMMUNICATIONS March 1994 - April 1998
SUBWAY Restaurants May 1992 - March 1994
Skills
Solution Selling, Account Management, Channel, Direct Sales, Telecommunications, Sales Process, Managed Services, Sales Management, New Business Development, Sales, Leadership, Sales Operations, Strategic Partnerships, Customer Experience, Professional Services, Customer Retention, Unified Communications, Wireless, Salesforce.com, Call Centers, Selling, SaaS, B2B
Education
Carleton University 1989 — 1992
BA, Political Science
Gilles C. Gagné Gilles C. Gagné's Clarica Experience 2001 - 2004
Job Directeur du Développement Courtiersnet
Industry Insurance
Experience
Promutuel Haut St Laurent 2009 - 2013
Union du Canada 2007 - 2009
Inovesco assurance 2005 - 2007
Chambre de la sécurité financière 2004 - 2005
Clarica 2001 - 2004
GNKS Assurances et services financiers 1996 - 2001
Industrielle Alliance 1994 - 1996
Solidarité- Unique 1992 - 1994
Les Coopérants 1981 - 1992
Skills
Team Leadership, Communication, Property & Casualty..., Commercial Insurance, Insurance, General Insurance, Commercial Lines, Brokers, Professional Liability, Life Insurance, Mutuel Funds, autonome, Honnête, Persévérant
Education
Université de Sherbrooke 1986 — 1994
Certificat en administration, Administration et gestion des affaires, général
Courtiersnet
Promutuel Haut St Laurent 2009 - 2013
Union du Canada 2007 - 2009
Inovesco assurance 2005 - 2007
Chambre de la sécurité financière 2004 - 2005
Clarica 2001 - 2004
GNKS Assurances et services financiers 1996 - 2001
Industrielle Alliance 1994 - 1996
Solidarité- Unique 1992 - 1994
Les Coopérants 1981 - 1992
Skills
Team Leadership, Communication, Property & Casualty..., Commercial Insurance, Insurance, General Insurance, Commercial Lines, Brokers, Professional Liability, Life Insurance, Mutuel Funds, autonome, Honnête, Persévérant
Education
Université de Sherbrooke 1986 — 1994
Certificat en administration, Administration et gestion des affaires, général
Courtiersnet
Alan MacKay Alan MacKay's Clarica Experience June 1991 - August 1998
Job IS Team Lead at Manulife Financial
Industry Insurance
Experience
Manulife Financial September 1998 - Present
Clarica June 1991 - August 1998
Skills
SDLC, Requirements Gathering, Vendor Management, ITIL v3 Foundations..., ITIL, SharePoint, Integration, PMP, Team Leadership, Software Project..., Change Management, Software Documentation
Education
LOMA 1991 — 2005
Fellow, Life Management Institute
University of Guelph 1986 — 1991
BA, Computing and Information Science (Co-op Program)
Manulife Financial September 1998 - Present
Clarica June 1991 - August 1998
Skills
SDLC, Requirements Gathering, Vendor Management, ITIL v3 Foundations..., ITIL, SharePoint, Integration, PMP, Team Leadership, Software Project..., Change Management, Software Documentation
Education
LOMA 1991 — 2005
Fellow, Life Management Institute
University of Guelph 1986 — 1991
BA, Computing and Information Science (Co-op Program)
Holly Curtis's Clarica Experience 2002 - 2002
Job Director, Corporate Communications at Aterica Health Inc.
Industry Public Relations and Communications
Experience
Campana Systems Inc. January 2013 - June 2014
Campana Systems Inc. May 2003 - January 2013
Campana Systems Inc. May 1994 - May 2003
Clarica 2002 - 2002
University of Waterloo - Continuing Education 1999 - 2002
Self-Employed Contract Writer September 1995 - April 1998
Hayes Microcomputer Products September 1990 - May 1994
Waterloo Microsystems January 1990 - September 1990
WATCOM Group Inc. April 1988 - September 1989
Various legal firms September 1985 - April 1988
Skills
Software Documentation, Online Help, Management, Training, Manuals, Project Planning, Strategy, Copy Editing, Content Management, Newsletters, Technical Writing, Corporate Communications, Leadership, Content Development, Copywriting, Adobe Acrobat, Press Releases, Microsoft Office, Internal Communications, Visio, Information Design, Usability Testing, Project Coordination, HTML, Technical Documentation, Technical Communication, RoboHelp, Document Management, Coaching, Staff Development, Workshop Facilitation, Social Media Marketing, Corporate Branding, Human Resources, Employment Law, Compliance, Employee Engagement, PowerPoint, Innovation, Web Content, Project Management, Strategic Planning, Strategic Communications, Corporate Development, Research, Analytics, E-Learning, User Experience, Software Quality...
Education
University of Waterloo 1987 — 1993
BA, English, Professional Writing
Conestoga College 1984 — 1985
Business Admin, Business
WCI
Campana Systems Inc. January 2013 - June 2014
Campana Systems Inc. May 2003 - January 2013
Campana Systems Inc. May 1994 - May 2003
Clarica 2002 - 2002
University of Waterloo - Continuing Education 1999 - 2002
Self-Employed Contract Writer September 1995 - April 1998
Hayes Microcomputer Products September 1990 - May 1994
Waterloo Microsystems January 1990 - September 1990
WATCOM Group Inc. April 1988 - September 1989
Various legal firms September 1985 - April 1988
Skills
Software Documentation, Online Help, Management, Training, Manuals, Project Planning, Strategy, Copy Editing, Content Management, Newsletters, Technical Writing, Corporate Communications, Leadership, Content Development, Copywriting, Adobe Acrobat, Press Releases, Microsoft Office, Internal Communications, Visio, Information Design, Usability Testing, Project Coordination, HTML, Technical Documentation, Technical Communication, RoboHelp, Document Management, Coaching, Staff Development, Workshop Facilitation, Social Media Marketing, Corporate Branding, Human Resources, Employment Law, Compliance, Employee Engagement, PowerPoint, Innovation, Web Content, Project Management, Strategic Planning, Strategic Communications, Corporate Development, Research, Analytics, E-Learning, User Experience, Software Quality...
Education
University of Waterloo 1987 — 1993
BA, English, Professional Writing
Conestoga College 1984 — 1985
Business Admin, Business
WCI
Ross Pearo Ross Pearo's Clarica Experience 1991 - 1998
Job Director, Marketing and CORe Product, HBX | Harvard Business School
Industry Education Management
Experience
HBX Harvard Business School Online November 2014 - Present
HBX Harvard Business School Online January 2014 - November 2014
The College Network September 2010 - December 2013
eCornell October 2004 - September 2010
eCornell December 2003 - October 2004
Continental Airlines October 2002 - November 2003
Continental Airlines April 2001 - October 2002
Ashford.com September 1999 - January 2001
Clarica 1991 - 1998
Skills
Marketing Strategy, Email Marketing, Strategic Planning, Online Advertising, Market Research, E-Learning, Marketing, Social Media, Lead Generation, Product Development, Business Strategy, New Business Development, Cross-functional Team..., Digital Marketing, Sales Management, Sales Presentations, Salesforce.com, Project Management, Strategy, Marketing Communications, Product Marketing, Program Management, Analytics, Social Media Marketing, Advertising, Leadership, Business Development, Start-ups, Management, Strategic Partnerships, Product Management, Product Launch
Education
Rice University - Jesse H. Jones Graduate School of Management
MBA, Marketing
Wilfrid Laurier University
BBA, Marketing
HBX Harvard Business School Online November 2014 - Present
HBX Harvard Business School Online January 2014 - November 2014
The College Network September 2010 - December 2013
eCornell October 2004 - September 2010
eCornell December 2003 - October 2004
Continental Airlines October 2002 - November 2003
Continental Airlines April 2001 - October 2002
Ashford.com September 1999 - January 2001
Clarica 1991 - 1998
Skills
Marketing Strategy, Email Marketing, Strategic Planning, Online Advertising, Market Research, E-Learning, Marketing, Social Media, Lead Generation, Product Development, Business Strategy, New Business Development, Cross-functional Team..., Digital Marketing, Sales Management, Sales Presentations, Salesforce.com, Project Management, Strategy, Marketing Communications, Product Marketing, Program Management, Analytics, Social Media Marketing, Advertising, Leadership, Business Development, Start-ups, Management, Strategic Partnerships, Product Management, Product Launch
Education
Rice University - Jesse H. Jones Graduate School of Management
MBA, Marketing
Wilfrid Laurier University
BBA, Marketing
Eric Vinje, PMP Eric Vinje, PMP's Clarica Experience March 2000 - January 2002
Job Assistant Vice President of Marketing Communications at AgCountry Farm Credit Services
Industry Banking
Experience
AgCountry Farm Credit Services December 2010 - Present
AgCountry FCS January 2002 - February 2011
Clarica March 2000 - January 2002
American Red Cross November 1998 - May 2000
The Office of Senator Kent Conrad August 1993 - December 1993
Skills
Banking, Public Relations, Marketing Communications, Marketing, Credit, Loans, Leadership, Financial Analysis, Strategic Planning, Microsoft Office, Microsoft Excel, Risk Management
Education
Minnesota State University Moorhead 1997 — 2000
Master of Fine Arts, English
Minnesota State University, Moorhead 1997 — 2000
Master of Fine Arts (M.F.A.), English
Mayville State University 1993 — 1996
Bachelor of Science, Business Administration
AgCountry Farm Credit Services December 2010 - Present
AgCountry FCS January 2002 - February 2011
Clarica March 2000 - January 2002
American Red Cross November 1998 - May 2000
The Office of Senator Kent Conrad August 1993 - December 1993
Skills
Banking, Public Relations, Marketing Communications, Marketing, Credit, Loans, Leadership, Financial Analysis, Strategic Planning, Microsoft Office, Microsoft Excel, Risk Management
Education
Minnesota State University Moorhead 1997 — 2000
Master of Fine Arts, English
Minnesota State University, Moorhead 1997 — 2000
Master of Fine Arts (M.F.A.), English
Mayville State University 1993 — 1996
Bachelor of Science, Business Administration
Patrick Ducharme's Clarica Experience April 1998 - September 2000
Job Chef d'entreprise, De Champlain Groupe financier
Industry Financial Services
Experience
De Champlain Groupe financier 2003 - Present
Virage Coaching 2002 - Present
Groupe Alter Ego June 2001 - October 2003
Clarica April 1998 - September 2000
Education
L'Institut Canadien des Valeurs Mobilières 1998 — 2000
CCVM, FIC, Investissement
Bourse de Montréal 1996 — 1999
Négociation d'option et des produits dérivés
Université de Montréal - HEC Montréal 1996 — 1998
Certificat, Finance
École des métiers automobile 1996 — 1997
* DEP, Mécanique automobile
Cégep Saint-Jérome 1992 — 1995
DEC, Sciences humaines
Polyvalente Sainte-Thérèse 1988 — 1992
DES, Secondaire
De Champlain Groupe financier 2003 - Present
Virage Coaching 2002 - Present
Groupe Alter Ego June 2001 - October 2003
Clarica April 1998 - September 2000
Education
L'Institut Canadien des Valeurs Mobilières 1998 — 2000
CCVM, FIC, Investissement
Bourse de Montréal 1996 — 1999
Négociation d'option et des produits dérivés
Université de Montréal - HEC Montréal 1996 — 1998
Certificat, Finance
École des métiers automobile 1996 — 1997
* DEP, Mécanique automobile
Cégep Saint-Jérome 1992 — 1995
DEC, Sciences humaines
Polyvalente Sainte-Thérèse 1988 — 1992
DES, Secondaire
Barb Davenport , FLMI Barb Davenport , FLMI's Clarica Experience January 1996 - December 2000
Job Business systems consultant, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2014 - Present
Sun Life Financial July 2007 - December 2013
Sun Life Financial 2001 - 2007
Clarica January 1996 - December 2000
Skills
SDLC, Employee Benefits, Change Management, Process Improvement, Business Process, Business Process..., HRIS, Project Management, Project Portfolio..., PeopleSoft, Financial Services, Talent Management, Business Analysis, Vendor Management, Requirements Gathering, Analysis, CRM, Management Consulting, Outsourcing, PMO, Software Project..., Business Intelligence, IT Strategy
Education
Ryerson University
Orangeville District Secondary School
Sun Life Financial January 2014 - Present
Sun Life Financial July 2007 - December 2013
Sun Life Financial 2001 - 2007
Clarica January 1996 - December 2000
Skills
SDLC, Employee Benefits, Change Management, Process Improvement, Business Process, Business Process..., HRIS, Project Management, Project Portfolio..., PeopleSoft, Financial Services, Talent Management, Business Analysis, Vendor Management, Requirements Gathering, Analysis, CRM, Management Consulting, Outsourcing, PMO, Software Project..., Business Intelligence, IT Strategy
Education
Ryerson University
Orangeville District Secondary School
Josh Reeve Josh Reeve's Clarica Experience 1997 - 2001
Job Customer Service Systems Analyst at L3 Wescam
Industry Information Technology and Services
Experience
L-3 WESCAM January 2013 - Present
TEKsystems January 2013 - Present
Pentalift Equipment Corporation March 2012 - January 2013
Septimatech Group Inc. October 2005 - March 2012
Septimatech Group Inc. October 2005 - March 2012
Ontario Swine Improvement October 2003 - October 2005
Stratford Shakespeare Festival 2001 - 2003
Clarica 1997 - 2001
Inco Limited 1996 - 1996
North American Trust 1995 - 1996
Skills
Project Management, IT Management, ERP, Process Improvement, Team Leadership, Microsoft SQL Server, SQL, Microsoft Reporting..., Manufacturing, Customer Service, Technical Support, SharePoint, Troubleshooting, Budgets, Microsoft CRM, Visio, Negotiation, Disaster Recovery, Microsoft Exchange, Active Directory, VMware, IT Strategy, Software Documentation, Business Analysis, Microsoft Dynamics, HTML, Business Process..., InfoPath Forms, Virtualization, Management, Information Technology
Education
Conestoga College 2005 — 2008
Project Management
Mohawk College 1993 — 1996
Computers Systems Technology
Dale Carnegie
L-3 WESCAM January 2013 - Present
TEKsystems January 2013 - Present
Pentalift Equipment Corporation March 2012 - January 2013
Septimatech Group Inc. October 2005 - March 2012
Septimatech Group Inc. October 2005 - March 2012
Ontario Swine Improvement October 2003 - October 2005
Stratford Shakespeare Festival 2001 - 2003
Clarica 1997 - 2001
Inco Limited 1996 - 1996
North American Trust 1995 - 1996
Skills
Project Management, IT Management, ERP, Process Improvement, Team Leadership, Microsoft SQL Server, SQL, Microsoft Reporting..., Manufacturing, Customer Service, Technical Support, SharePoint, Troubleshooting, Budgets, Microsoft CRM, Visio, Negotiation, Disaster Recovery, Microsoft Exchange, Active Directory, VMware, IT Strategy, Software Documentation, Business Analysis, Microsoft Dynamics, HTML, Business Process..., InfoPath Forms, Virtualization, Management, Information Technology
Education
Conestoga College 2005 — 2008
Project Management
Mohawk College 1993 — 1996
Computers Systems Technology
Dale Carnegie
Dillena Dillen Dillena Dillen's Clarica Experience 2003 - 2004
Job Office Manager at Riverdale Homeopathy
Industry Health, Wellness and Fitness
Experience
Riverdale Homeopathy September 2010 - Present
lia sophia Canada May 2009 - May 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2006 - 2007
Sun Life Financial 2004 - 2006
Clarica 2003 - 2004
Clarica Financial Services 2000 - 2000
Skills
Office Administration, Administrative..., Training, Management, Customer Service, Insurance, Event Planning, Homeopathy, Wellness, Health Insurance, Nutrition, Public Speaking, Healthcare, Coaching, Project Management, Team Building, Workshop Facilitation, Strategic Planning, Small Business, Change Management, Research, Leadership Development
Education
Conestoga College 2006 — 2007
Introduction to Training and Education of Adult Learners
University of Guelph 2000 — 2003
Biological Science
Sun Life Financial
Change Management Course
Sun Life Financial
Getting Results Through Communication course
LLQP
Life Insurance License Qualification Course
Achieve Global
Achieving Extraordinary Customer Relations course
Riverdale Homeopathy September 2010 - Present
lia sophia Canada May 2009 - May 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2006 - 2007
Sun Life Financial 2004 - 2006
Clarica 2003 - 2004
Clarica Financial Services 2000 - 2000
Skills
Office Administration, Administrative..., Training, Management, Customer Service, Insurance, Event Planning, Homeopathy, Wellness, Health Insurance, Nutrition, Public Speaking, Healthcare, Coaching, Project Management, Team Building, Workshop Facilitation, Strategic Planning, Small Business, Change Management, Research, Leadership Development
Education
Conestoga College 2006 — 2007
Introduction to Training and Education of Adult Learners
University of Guelph 2000 — 2003
Biological Science
Sun Life Financial
Change Management Course
Sun Life Financial
Getting Results Through Communication course
LLQP
Life Insurance License Qualification Course
Achieve Global
Achieving Extraordinary Customer Relations course
Sue Cameron Sue Cameron's Clarica Experience 2000 - 2003
Job Executive Administrative Assistant at BlackBerry
Industry Executive Office
Experience
BlackBerry September 2011 - Present
BlackBerry March 2008 - September 2011
MCAP September 2005 - March 2008
Sun Life Financial 2003 - 2005
Clarica 2000 - 2003
Education
Western University 1985 — 1986
Business
Mohawk College 1979 — 1980
Secretarial
BlackBerry September 2011 - Present
BlackBerry March 2008 - September 2011
MCAP September 2005 - March 2008
Sun Life Financial 2003 - 2005
Clarica 2000 - 2003
Education
Western University 1985 — 1986
Business
Mohawk College 1979 — 1980
Secretarial
Graham Hearn's Clarica Experience January 2000 - December 2000
Job Translator, Tutor and Bookkeeper
Industry Management Consulting
Experience
Qualify Language Consultants October 2011 - Present
Crocodile Baby February 2015 - April 2015
Budget Rent A Car May 2014 - February 2015
Yázigi Language School, Graça February 2012 - June 2013
Freemont Corporate Services FZCO October 2006 - December 2008
Haags Juristen College (Cyprus) Ltd. October 2004 - October 2006
Bank of Montreal May 2001 - August 2001
Clarica January 2000 - December 2000
Mid-North Monitor community newspaper May 1999 - August 1999
Skills
Microsoft Office, Corel Draw, Bookkeeping, Office Management, Language Teaching, Customer Service, Management, Budgets, Banking, Accounting, Training, Social Media, Financial Reporting, Corporate Tax, Project Management, English, Financial Analysis, Entrepreneurship
Education
University of Waterloo 1999 — 2004
B.A.
Canadore College 2010 — 2011
Completed first year
Qualify Language Consultants October 2011 - Present
Crocodile Baby February 2015 - April 2015
Budget Rent A Car May 2014 - February 2015
Yázigi Language School, Graça February 2012 - June 2013
Freemont Corporate Services FZCO October 2006 - December 2008
Haags Juristen College (Cyprus) Ltd. October 2004 - October 2006
Bank of Montreal May 2001 - August 2001
Clarica January 2000 - December 2000
Mid-North Monitor community newspaper May 1999 - August 1999
Skills
Microsoft Office, Corel Draw, Bookkeeping, Office Management, Language Teaching, Customer Service, Management, Budgets, Banking, Accounting, Training, Social Media, Financial Reporting, Corporate Tax, Project Management, English, Financial Analysis, Entrepreneurship
Education
University of Waterloo 1999 — 2004
B.A.
Canadore College 2010 — 2011
Completed first year
Rick Forchuk Rick Forchuk's Clarica Experience June 1999 - November 1999
Job Special Advisor, Retail Insurance Distribution at Empire Life
Industry Financial Services
Experience
Empire Life September 2012 - Present
CKNW Radio 1986 - Present
Corus Entertainment 1986 - Present
Empire Life March 2007 - September 2012
Empire Life November 1999 - March 2007
GAMA 1999 - 2001
Clarica June 1999 - November 1999
Mutual Life of Canada/Clarica April 1995 - May 1999
The Edmonton/Winnipeg/Ottawa Sun Newspapers April 1978 - September 1996
Prudential Assurance of England September 1990 - June 1995
Skills
Marketing Strategy, Public Speaking, New Business Development, Insurance, Marketing Communications, Public Relations, Event Planning, Internal Communications, Corporate Communications, Social Media Marketing, Social Media, Editing, Media Relations, Marketing, Strategic Communications, Speech Writing, Strategic Planning, Strategic Financial..., Team Leadership, Project Management, Sales, Radio, Mentoring, Leadership Development, Business Strategy, Team Building, Management, Recruiting, Television, Business Planning, Coaching, Training, Copywriting, Leadership, Project Planning, Customer Service, Sales Management, Event Management, Social Networking, Strategy, Business Development, Small Business, Financial Services, Advertising, Organizational..., Financial Advisory, Entrepreneurship, Change Management, Fundraising, Online Advertising
Education
University of Alberta 1966 — 1970
Biological Sciences
WIU
BA, Communications & Mass Media
Empire Life September 2012 - Present
CKNW Radio 1986 - Present
Corus Entertainment 1986 - Present
Empire Life March 2007 - September 2012
Empire Life November 1999 - March 2007
GAMA 1999 - 2001
Clarica June 1999 - November 1999
Mutual Life of Canada/Clarica April 1995 - May 1999
The Edmonton/Winnipeg/Ottawa Sun Newspapers April 1978 - September 1996
Prudential Assurance of England September 1990 - June 1995
Skills
Marketing Strategy, Public Speaking, New Business Development, Insurance, Marketing Communications, Public Relations, Event Planning, Internal Communications, Corporate Communications, Social Media Marketing, Social Media, Editing, Media Relations, Marketing, Strategic Communications, Speech Writing, Strategic Planning, Strategic Financial..., Team Leadership, Project Management, Sales, Radio, Mentoring, Leadership Development, Business Strategy, Team Building, Management, Recruiting, Television, Business Planning, Coaching, Training, Copywriting, Leadership, Project Planning, Customer Service, Sales Management, Event Management, Social Networking, Strategy, Business Development, Small Business, Financial Services, Advertising, Organizational..., Financial Advisory, Entrepreneurship, Change Management, Fundraising, Online Advertising
Education
University of Alberta 1966 — 1970
Biological Sciences
WIU
BA, Communications & Mass Media
Michael McMahon Michael McMahon's Clarica Experience September 1998 - October 2001
Job Director Infrastructure Architect at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2012 - Present
Sun Life Financial January 2011 - October 2012
Sun Life Financial September 2009 - January 2011
Sun Life Financial March 2009 - September 2009
Sun Life Financial September 2001 - March 2009
Clarica September 1998 - October 2001
Clarica August 1995 - September 1998
MetLife 1995 - 1997
Skills
IT Strategy, Storage, VMware ESX, IT Management, Project Delivery, Security, Vendor Management, Unix, Troubleshooting, Hardware, IT Service Management, Disaster Recovery, Windows Server, Team Leadership, Technical Support, Technical Architecture, VMware Infrastructure, Integration, Microsoft Technologies, Enterprise Storage, Storage Area Networks, Process Improvement, High Performance..., Incident Management, Windows Azure, Service Level Agreements, SAN, Technical Leadership, IT Solutions, Private Cloud, Technology Integration, Team Building, Team Management, Service Delivery, System Architecture, Cloud Computing, Operating Budgets, Enterprise Architecture, Distributed Team..., Service Level Management, Strategic Technology..., Infrastructure Security, Solution Architecture, OpenStack, Cloud Computing IaaS, SaaS, IaaS, PaaS, Virtualization, ITIL
Education
Algonquin College of Applied Arts and Technology 1992 — 1995
Business Administration, Management Information Systems, General (co-op)
Sun Life Financial October 2012 - Present
Sun Life Financial January 2011 - October 2012
Sun Life Financial September 2009 - January 2011
Sun Life Financial March 2009 - September 2009
Sun Life Financial September 2001 - March 2009
Clarica September 1998 - October 2001
Clarica August 1995 - September 1998
MetLife 1995 - 1997
Skills
IT Strategy, Storage, VMware ESX, IT Management, Project Delivery, Security, Vendor Management, Unix, Troubleshooting, Hardware, IT Service Management, Disaster Recovery, Windows Server, Team Leadership, Technical Support, Technical Architecture, VMware Infrastructure, Integration, Microsoft Technologies, Enterprise Storage, Storage Area Networks, Process Improvement, High Performance..., Incident Management, Windows Azure, Service Level Agreements, SAN, Technical Leadership, IT Solutions, Private Cloud, Technology Integration, Team Building, Team Management, Service Delivery, System Architecture, Cloud Computing, Operating Budgets, Enterprise Architecture, Distributed Team..., Service Level Management, Strategic Technology..., Infrastructure Security, Solution Architecture, OpenStack, Cloud Computing IaaS, SaaS, IaaS, PaaS, Virtualization, ITIL
Education
Algonquin College of Applied Arts and Technology 1992 — 1995
Business Administration, Management Information Systems, General (co-op)
Mark Weicker's Clarica Experience January 2000 - January 2001
Job Product Manager, Client Solutions, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2008 - Present
Sun Life Financial 2006 - 2008
Sun Life Financial January 2001 - January 2006
Sunlife Financial 2001 - 2006
Clarica January 2000 - January 2001
Clarica 2000 - 2001
Quarry Integrated Communications 1995 - 2000
Weaver, Tanner & Miller 1993 - 1995
Skills
Product Development, Product Management, Product Marketing, Wealth Management, Cross-functional Team..., Strategic Partnerships, Analytics, Marketing, Strategy, Business Development, Marketing Management, Market Research, Risk Management, Sales Management, Mutual Funds, Financial Services, Direct Marketing, Strategic Planning, Segmentation, Life Insurance, Market Analysis, Competitive Analysis, Investments, Competitive Intelligence, Relationship Management, New Business Development, Portfolio Management, Health Insurance, Business Analysis, Marketing Strategy, Business Planning, Insurance, Account Management, Vendor Management, Market Planning, Strategic Financial..., Pricing, Marketing Communications, Team Leadership, Business Strategy, Training, Sales, CRM, Financial Planning
Education
York University - Schulich School of Business 2012 — 2012
New Product Development
Institute of Canadian
Business Administration Diploma, Marketing
Conestoga College 1990 — 1993
Associate’s Degree, Business Administration and Management - Marketing
Conestoga College
Institute of Canadian Advertising
Sun Life Financial September 2008 - Present
Sun Life Financial 2006 - 2008
Sun Life Financial January 2001 - January 2006
Sunlife Financial 2001 - 2006
Clarica January 2000 - January 2001
Clarica 2000 - 2001
Quarry Integrated Communications 1995 - 2000
Weaver, Tanner & Miller 1993 - 1995
Skills
Product Development, Product Management, Product Marketing, Wealth Management, Cross-functional Team..., Strategic Partnerships, Analytics, Marketing, Strategy, Business Development, Marketing Management, Market Research, Risk Management, Sales Management, Mutual Funds, Financial Services, Direct Marketing, Strategic Planning, Segmentation, Life Insurance, Market Analysis, Competitive Analysis, Investments, Competitive Intelligence, Relationship Management, New Business Development, Portfolio Management, Health Insurance, Business Analysis, Marketing Strategy, Business Planning, Insurance, Account Management, Vendor Management, Market Planning, Strategic Financial..., Pricing, Marketing Communications, Team Leadership, Business Strategy, Training, Sales, CRM, Financial Planning
Education
York University - Schulich School of Business 2012 — 2012
New Product Development
Institute of Canadian
Business Administration Diploma, Marketing
Conestoga College 1990 — 1993
Associate’s Degree, Business Administration and Management - Marketing
Conestoga College
Institute of Canadian Advertising
Gary Sumak, CIP, CFP's Clarica Experience March 2004 - December 2004
Job Insurance Broker at Cockwell Insurance Brokers Ltd.
Industry Insurance
Experience
Cockwell Insurance Brokers Ltd. May 2014 - Present
Economical Insurance February 2013 - May 2014
The Economical Insurance Group January 2011 - February 2013
The Economical Insurance Group 2008 - 2011
Royal Bank of Canada 2005 - 2008
Clarica March 2004 - December 2004
Skills
Problem Solving, Strategic Planning, Customer Service, Risk Management, Communication, Presentations, Collaboration, Leadership, Adaptability, Building Relationships, Business Development, Asset Managment, Credit Analysis, Strategic Financial..., Home Equity Loans, Underwriting, Relationship Management, General Insurance, Property & Casualty..., Insurance, Commercial Insurance, Brokers, Casualty, Umbrella Insurance, Life Insurance, Liability, Commercial Lines, Financial Risk, Employee Benefits, Pricing, Insurance Brokerage, Reinsurance, Customer Retention, Mutual Funds, Financial Planners, Excess, Investments, Legal Liability, Employment Practices..., Retirement Planning, Claim, Business, New Business Development, Homeowners, Disability Insurance, Wealth Management, D&O, Portfolio Management, Fixed Annuities, Financial Services
Education
Sheridan College 2002 — 2003
Financial Planning
Sheridan College 1999 — 2002
Business Administration, Marketing
Cockwell Insurance Brokers Ltd. May 2014 - Present
Economical Insurance February 2013 - May 2014
The Economical Insurance Group January 2011 - February 2013
The Economical Insurance Group 2008 - 2011
Royal Bank of Canada 2005 - 2008
Clarica March 2004 - December 2004
Skills
Problem Solving, Strategic Planning, Customer Service, Risk Management, Communication, Presentations, Collaboration, Leadership, Adaptability, Building Relationships, Business Development, Asset Managment, Credit Analysis, Strategic Financial..., Home Equity Loans, Underwriting, Relationship Management, General Insurance, Property & Casualty..., Insurance, Commercial Insurance, Brokers, Casualty, Umbrella Insurance, Life Insurance, Liability, Commercial Lines, Financial Risk, Employee Benefits, Pricing, Insurance Brokerage, Reinsurance, Customer Retention, Mutual Funds, Financial Planners, Excess, Investments, Legal Liability, Employment Practices..., Retirement Planning, Claim, Business, New Business Development, Homeowners, Disability Insurance, Wealth Management, D&O, Portfolio Management, Fixed Annuities, Financial Services
Education
Sheridan College 2002 — 2003
Financial Planning
Sheridan College 1999 — 2002
Business Administration, Marketing
Sherri Dmyterko's Clarica Experience 2002 - 2003
Job Program Coordinator, Conestoga College
Industry Public Relations and Communications
Experience
Conestoga College August 2015 - Present
Larche Digital Media August 2015 - Present
Conestoga College Institute of Technology and Advanced Learning August 2012 - Present
NewsCanada January 1999 - August 2015
Suite101.com July 2009 - October 2009
Clarica 2002 - 2003
CTV 1994 - 2002
Hill and Knowlton Communications 1997 - 1998
Rogers Communication Inc. January 1997 - December 1997
Centennial College, Toronto 1996 - 1997
Skills
Press Releases, Sales, Trade Shows, Media Relations, Strategic Communications, Corporate Communications, Communications Planning, Public Relations, Internal Communications, Editing, Crisis Communications, Social Media, Publicity, Journalism, Storytelling, Marketing Communications, Copy Editing, Blogging, News Writing, Event Planning, Writing, Voice Over, Newsletters, Copywriting, Broadcast
Education
Centennial College 1987 — 1990
Radio/Television Diploma, Broadcast
Conestoga College August 2015 - Present
Larche Digital Media August 2015 - Present
Conestoga College Institute of Technology and Advanced Learning August 2012 - Present
NewsCanada January 1999 - August 2015
Suite101.com July 2009 - October 2009
Clarica 2002 - 2003
CTV 1994 - 2002
Hill and Knowlton Communications 1997 - 1998
Rogers Communication Inc. January 1997 - December 1997
Centennial College, Toronto 1996 - 1997
Skills
Press Releases, Sales, Trade Shows, Media Relations, Strategic Communications, Corporate Communications, Communications Planning, Public Relations, Internal Communications, Editing, Crisis Communications, Social Media, Publicity, Journalism, Storytelling, Marketing Communications, Copy Editing, Blogging, News Writing, Event Planning, Writing, Voice Over, Newsletters, Copywriting, Broadcast
Education
Centennial College 1987 — 1990
Radio/Television Diploma, Broadcast
Andrew Illsley Andrew Illsley's Clarica Experience October 2003 - December 2005
Job Financial Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2006 - Present
Clarica October 2003 - December 2005
Skills
Financial Planning, Investment Advisory, Health Insurance, Wealth Management, Strategic Financial..., Fixed Annuities, Retirement, Segregated Funds, Life Insurance, RRSP, Retirement Planning, Financial Planners, Income Protection, Investment Strategies, Investments, Small Business, Pensions
Education
International Academy of Design 2002 — 2004
Digital Film and Television Production
Mount Saint Vincent University 1999 — 2001
Commerce
Sun Life Financial January 2006 - Present
Clarica October 2003 - December 2005
Skills
Financial Planning, Investment Advisory, Health Insurance, Wealth Management, Strategic Financial..., Fixed Annuities, Retirement, Segregated Funds, Life Insurance, RRSP, Retirement Planning, Financial Planners, Income Protection, Investment Strategies, Investments, Small Business, Pensions
Education
International Academy of Design 2002 — 2004
Digital Film and Television Production
Mount Saint Vincent University 1999 — 2001
Commerce
Thomas Wimmer Thomas Wimmer's Clarica Experience June 2001 - April 2003
Job Director of Sales (Insurance & Investments) at PPI Solutions Inc.
Industry Financial Services
Experience
Standard Life December 2012 - April 2015
Bank of Montreal Insurance October 2010 - November 2012
BMO Insurance May 2008 - November 2012
Walton International Group September 2005 - January 2008
London Life April 2003 - August 2005
Clarica June 2001 - April 2003
Skills
Sales Management, Insurance, Coaching, Training, Leadership, Investments, Account Management, Sales, Real Estate, Administration, Financial Planning, Group Retirement Sales, New Business Development, Collaboration, Personal Financial..., Sales Process, Strategic Planning, Management, Business Development, Financial Services, Retirement, Relationship Management, Mutual Funds, Finance, Wealth Management, Retirement Planning, Risk Management, Banking, Customer Service, Portfolio Management, Financial Analysis, Sales Operations, Financial Advisory, Change Management, Investment Strategies, Asset Management, Team Building
Education
Universität Augsburg 1993 — 1995
Diplom Kaufmann, Oekonomie
Standard Life December 2012 - April 2015
Bank of Montreal Insurance October 2010 - November 2012
BMO Insurance May 2008 - November 2012
Walton International Group September 2005 - January 2008
London Life April 2003 - August 2005
Clarica June 2001 - April 2003
Skills
Sales Management, Insurance, Coaching, Training, Leadership, Investments, Account Management, Sales, Real Estate, Administration, Financial Planning, Group Retirement Sales, New Business Development, Collaboration, Personal Financial..., Sales Process, Strategic Planning, Management, Business Development, Financial Services, Retirement, Relationship Management, Mutual Funds, Finance, Wealth Management, Retirement Planning, Risk Management, Banking, Customer Service, Portfolio Management, Financial Analysis, Sales Operations, Financial Advisory, Change Management, Investment Strategies, Asset Management, Team Building
Education
Universität Augsburg 1993 — 1995
Diplom Kaufmann, Oekonomie
Deb Salonen, PMP Deb Salonen, PMP's Clarica Experience December 2000 - July 2002
Job Project Manager (contract)
Industry Information Technology and Services
Experience
University of Waterloo November 2014 - Present
TDL Group Corp September 2013 - June 2014
TDL Group Corp August 2012 - July 2013
TDL Group Corp August 2011 - June 2012
Manulife Financial December 2010 - May 2011
Biovail Corporation March 2007 - December 2010
Sun Life Financial July 2002 - July 2006
Clarica December 2000 - July 2002
Mutual Life Assurance Company January 1995 - December 2000
Mutual Life Assurance Company June 1986 - December 1994
Skills
Project Portfolio..., PMO, Project Management, Process Improvement, Business Process..., Disaster Recovery, Change Management, Business Process, CRM, Vendor Management, Hosted Services, Business Requirements, Requirements Management, Requirements Gathering, Solution Implementation, MS Project, Risk Management, Microsoft Project
Education
Project Management Institute
PMP
Sheridan College
Diplomas
University of Waterloo November 2014 - Present
TDL Group Corp September 2013 - June 2014
TDL Group Corp August 2012 - July 2013
TDL Group Corp August 2011 - June 2012
Manulife Financial December 2010 - May 2011
Biovail Corporation March 2007 - December 2010
Sun Life Financial July 2002 - July 2006
Clarica December 2000 - July 2002
Mutual Life Assurance Company January 1995 - December 2000
Mutual Life Assurance Company June 1986 - December 1994
Skills
Project Portfolio..., PMO, Project Management, Process Improvement, Business Process..., Disaster Recovery, Change Management, Business Process, CRM, Vendor Management, Hosted Services, Business Requirements, Requirements Management, Requirements Gathering, Solution Implementation, MS Project, Risk Management, Microsoft Project
Education
Project Management Institute
PMP
Sheridan College
Diplomas
Nancy Mortimer's Clarica Experience March 1990 - May 1998
Job Client Service Manager at The Williamson Group
Industry Insurance
Experience
The Williamson Group May 1998 - Present
Clarica March 1990 - May 1998
Skills
Employee Benefits, Group Benefits, Dental, Critical Illness, Benefits, Disability Management, Claims, Health Insurance, Disability Insurance, Insurance, Dentistry, Claim, Life Insurance, Account Management
Education
Mohawk College
Business Administration
Mohawk College, Hamilton
Business Administration and Management, General
The Williamson Group May 1998 - Present
Clarica March 1990 - May 1998
Skills
Employee Benefits, Group Benefits, Dental, Critical Illness, Benefits, Disability Management, Claims, Health Insurance, Disability Insurance, Insurance, Dentistry, Claim, Life Insurance, Account Management
Education
Mohawk College
Business Administration
Mohawk College, Hamilton
Business Administration and Management, General
Jean-Sébastien Provencher Jean-Sébastien Provencher's Clarica Experience October 1998 - January 2004
Job Directeur, Développement des affaires, Québec et Atlantique chez BMO société d'assurance sur la vie
Industry Financial Services
Experience
BMO société d'assurance sur la vie March 2010 - Present
La Financière Sun Life July 2009 - April 2010
La Capitale Services Conseils February 2004 - May 2009
Clarica October 1998 - January 2004
Skills
DES, Investments, Mutual Funds, French, Wealth Management, Strategic Financial..., Portfolio Management, Business Strategy, Financial Analysis, Insurance, Risk Management, Retirement Planning, Strategic Planning, Finance, New Business Development, Coaching, Sales Management, Marketing Strategy, Marketing Communications, Banking, Investissements, Assurance, Gestion de patrimoine
Education
2000 — 2007
Baccalauréat, Administration des affaires
CEGEP - John Abbott College 1990 — 1993
Commerce, Administration et gestion des affaires, général
BMO société d'assurance sur la vie March 2010 - Present
La Financière Sun Life July 2009 - April 2010
La Capitale Services Conseils February 2004 - May 2009
Clarica October 1998 - January 2004
Skills
DES, Investments, Mutual Funds, French, Wealth Management, Strategic Financial..., Portfolio Management, Business Strategy, Financial Analysis, Insurance, Risk Management, Retirement Planning, Strategic Planning, Finance, New Business Development, Coaching, Sales Management, Marketing Strategy, Marketing Communications, Banking, Investissements, Assurance, Gestion de patrimoine
Education
2000 — 2007
Baccalauréat, Administration des affaires
CEGEP - John Abbott College 1990 — 1993
Commerce, Administration et gestion des affaires, général
Jay Gangnes, CFP, CLU Jay Gangnes, CFP, CLU's Clarica Experience August 2003 - December 2005
Job Owner of JR Financial, Vancouver Corporate Tax Planning Specialist, High Net Worth Personal Estate Planning Expert
Industry Financial Services
Experience
JR Financial December 2005 - Present
Clarica August 2003 - December 2005
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Financial Planners, Investments, Securities, Alternative Investments, Estate Planning, Mortgage Lending, Employee Benefits, Certified Financial..., Small Business, Risk Management, Income Protection, Asset Allocation, Wealth Management, Finance, Asset Management, Mutual Funds, Financial Services, Insurance, Residential Mortgages, Life Insurance, Banking, Health Insurance, Term Life Insurance, Critical Illness, Portfolio Management, Fixed Annuities, Investment Advisory, Retirement, Long Term Care Insurance, Wealth Accumulation, Long-term Care, Wealth, Equities, Financial Advisory, Disability Insurance, Pensions, Personal Finance, Savings, Leadership, Wealth Preservation..., Financial Planning, Protection, Relationship Management, Business Strategy, Personal Financial...
Education
BCIT 2001 — 2003
Diploma Of Technology, Corporate Finance
JR Financial December 2005 - Present
Clarica August 2003 - December 2005
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Financial Planners, Investments, Securities, Alternative Investments, Estate Planning, Mortgage Lending, Employee Benefits, Certified Financial..., Small Business, Risk Management, Income Protection, Asset Allocation, Wealth Management, Finance, Asset Management, Mutual Funds, Financial Services, Insurance, Residential Mortgages, Life Insurance, Banking, Health Insurance, Term Life Insurance, Critical Illness, Portfolio Management, Fixed Annuities, Investment Advisory, Retirement, Long Term Care Insurance, Wealth Accumulation, Long-term Care, Wealth, Equities, Financial Advisory, Disability Insurance, Pensions, Personal Finance, Savings, Leadership, Wealth Preservation..., Financial Planning, Protection, Relationship Management, Business Strategy, Personal Financial...
Education
BCIT 2001 — 2003
Diploma Of Technology, Corporate Finance
Janice Rebello, B.Comm Janice Rebello, B.Comm's Clarica Experience June 2004 - August 2004
Job Administrative Assistant to CFO and COO
Industry Financial Services
Experience
North American Palladium Ltd. November 2014 - Present
ScotiaMcLeod May 2012 - November 2014
Watt Carmichael Inc. March 2012 - March 2012
Morgan Meighen & Associates May 2010 - December 2010
Leon Frazer & Associates Inc March 2008 - January 2009
Leon Frazer & Associates Inc. September 2007 - January 2009
Leon Frazer & Associates Inc September 2007 - January 2009
Bank of Nova Scotia August 2005 - September 2007
City of Toronto May 2005 - August 2005
Clarica June 2004 - August 2004
Skills
Outlook, PowerPoint, Customer Service, Management, Access, Training, Accounts Payable, Human Resources, Microsoft Excel, Microsoft Word, Time Management, Strategic Planning, Sales, Employee Relations, Recruiting, Microsoft Office, Teamwork
Education
Ryerson University 2005 — 2012
Business Commerce, B.Comm, Business Management- Human Resources and Management
Jean Vanier CSS 2002 — 2005
St. Marys CSS
North American Palladium Ltd. November 2014 - Present
ScotiaMcLeod May 2012 - November 2014
Watt Carmichael Inc. March 2012 - March 2012
Morgan Meighen & Associates May 2010 - December 2010
Leon Frazer & Associates Inc March 2008 - January 2009
Leon Frazer & Associates Inc. September 2007 - January 2009
Leon Frazer & Associates Inc September 2007 - January 2009
Bank of Nova Scotia August 2005 - September 2007
City of Toronto May 2005 - August 2005
Clarica June 2004 - August 2004
Skills
Outlook, PowerPoint, Customer Service, Management, Access, Training, Accounts Payable, Human Resources, Microsoft Excel, Microsoft Word, Time Management, Strategic Planning, Sales, Employee Relations, Recruiting, Microsoft Office, Teamwork
Education
Ryerson University 2005 — 2012
Business Commerce, B.Comm, Business Management- Human Resources and Management
Jean Vanier CSS 2002 — 2005
St. Marys CSS
Jessica Mather's Clarica Experience June 2000 - December 2003
Job Senior Recruiter at Midcontinent Communications
Industry Food Production
Experience
Midcontinent Communications October 2014 - Present
American Crystal Sugar Company July 2013 - October 2014
American Crystal Sugar Company May 2008 - July 2013
Clinical Supplies Management March 2004 - May 2008
Clinical Supplies Management January 2003 - May 2008
Clarica June 2000 - December 2003
Gunhus Law Firm 1995 - 1999
Gunhus Law Firm 1995 - 1999
Skills
Event Planning, Benefits Administration, Recruiting, Employee Relations, Personnel Supervision, Employee Training, Payroll, Strategic Planning, Project Management, Onboarding, Patent Applications, Corporate Budgeting, Training, Interviews, Human Resources, Microsoft Word, Process Improvement, Deferred Compensation, SAP, Hiring, Policy, Software Documentation, Performance Management, Job Descriptions, Management
Education
University of Mary 2012 — 2013
Master of Business Administration (M.B.A.), Human Resource Management
Minnesota State University, Moorhead 1995 — 2000
Bachelor's degree, Business Administration
Dilworth Glyndon Felton High School
Midcontinent Communications October 2014 - Present
American Crystal Sugar Company July 2013 - October 2014
American Crystal Sugar Company May 2008 - July 2013
Clinical Supplies Management March 2004 - May 2008
Clinical Supplies Management January 2003 - May 2008
Clarica June 2000 - December 2003
Gunhus Law Firm 1995 - 1999
Gunhus Law Firm 1995 - 1999
Skills
Event Planning, Benefits Administration, Recruiting, Employee Relations, Personnel Supervision, Employee Training, Payroll, Strategic Planning, Project Management, Onboarding, Patent Applications, Corporate Budgeting, Training, Interviews, Human Resources, Microsoft Word, Process Improvement, Deferred Compensation, SAP, Hiring, Policy, Software Documentation, Performance Management, Job Descriptions, Management
Education
University of Mary 2012 — 2013
Master of Business Administration (M.B.A.), Human Resource Management
Minnesota State University, Moorhead 1995 — 2000
Bachelor's degree, Business Administration
Dilworth Glyndon Felton High School
Steven Grossman, PMP, CBAP Steven Grossman, PMP, CBAP's Clarica Experience May 2000 - September 2001
Job IT Project Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial March 2015 - Present
Sun Life Financial April 2013 - March 2015
Sun Life Financial December 2009 - April 2013
Sun Life Financial December 2008 - December 2009
Sun Life Financial May 2004 - December 2008
Sun Life Financial September 2001 - May 2004
Clarica May 2000 - September 2001
Clarica April 1999 - May 2000
Skills
Business Requirements, Business Analysis, Requirements Gathering, Visio, Requirements Analysis, Process Improvement, Usability, Coaching, Mentoring, Practice Development, Practice Consulting, User Experience, Flow Diagrams, Root Cause Analysis, Root Cause Problem..., Continuous Improvement, Workflow
Education
McMaster University 1996 — 1999
Bachelor of Science (B.Sc.), Life Sciences
CDI college 2005 — 2006
Certification, Advanced Business Analysis
KCI
Sun Life Financial March 2015 - Present
Sun Life Financial April 2013 - March 2015
Sun Life Financial December 2009 - April 2013
Sun Life Financial December 2008 - December 2009
Sun Life Financial May 2004 - December 2008
Sun Life Financial September 2001 - May 2004
Clarica May 2000 - September 2001
Clarica April 1999 - May 2000
Skills
Business Requirements, Business Analysis, Requirements Gathering, Visio, Requirements Analysis, Process Improvement, Usability, Coaching, Mentoring, Practice Development, Practice Consulting, User Experience, Flow Diagrams, Root Cause Analysis, Root Cause Problem..., Continuous Improvement, Workflow
Education
McMaster University 1996 — 1999
Bachelor of Science (B.Sc.), Life Sciences
CDI college 2005 — 2006
Certification, Advanced Business Analysis
KCI
Jason Desaulniers, CFP, CLU, CIM, CHS Jason Desaulniers, CFP, CLU, CIM, CHS's Clarica Experience June 2005 - September 2005
Job Financial Planner & President, Excalibur Executive Planning Inc.
Industry Financial Services
Experience
Excalibur Executive Planning Inc. February 2007 - Present
Desjardins Financial Security Independent Network October 2012 - January 2015
X5 Management Inc. January 2006 - September 2013
Essen Insurance Corporation February 2007 - January 2009
Transamerica Life September 2005 - February 2007
Clarica June 2005 - September 2005
RBC Investments Financial Planning / RBC Royal Bank June 2001 - June 2005
IOF Foresters June 2000 - June 2001
VanCity Credit Union June 1997 - June 2000
Surrey Metro Savings Credit Union May 1996 - June 1997
Skills
Critical Illness, Retirement Savings, Segregated Funds, Disability Insurance, Investments, Pensions, Health Insurance, Retirement Planning, Term Life Insurance, Savings, Employee Benefits, Asset Management, Small Business, Insurance, Succession Planning, Wealth, Financial Advisory, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Income Protection, Strategic Financial..., Financial Planners, Long-term Care, Financial Risk, Fixed Annuities, Investment Management, Financial Services, Life Insurance, Personal Finance, Risk Management, Finance, Wealth Management..., Insurance Planning, Financial Planning, Financial Advice, Group Benefits, Long Term Care, Universal Life, Mortgage Protection, Whole Life, Group Health, Risk, Retirement Income..., Risk Analysis, Wealth Transfer, Wealth Accumulation, High Net Worth...
Education
ADVOCIS 2010 — 2012
CLU (Chartered Life Underwriter)
International NLP Society 2011 — 2011
Licenced NLP Practitioner Certification, Neuro Linguistic Programming
ADVOCIS 2008 — 2009
CHS (Certified Health Insurance Specialist (formerly RHU; Registered Health Underwriter), Health Insurance
Canadian Securities Institute 2001 — 2003
CIM (Canadian Investment Manager), Portfolio Management
British Columbia Institute of Technology 1998 — 2000
Assoc. Cert. in Financial Management; Financial Planning (Honors), Financial Planning
Financial Planners Standards Council 1998 — 2000
CFP (Certified Financial Planner), Financial Planning
Excalibur Executive Planning Inc. February 2007 - Present
Desjardins Financial Security Independent Network October 2012 - January 2015
X5 Management Inc. January 2006 - September 2013
Essen Insurance Corporation February 2007 - January 2009
Transamerica Life September 2005 - February 2007
Clarica June 2005 - September 2005
RBC Investments Financial Planning / RBC Royal Bank June 2001 - June 2005
IOF Foresters June 2000 - June 2001
VanCity Credit Union June 1997 - June 2000
Surrey Metro Savings Credit Union May 1996 - June 1997
Skills
Critical Illness, Retirement Savings, Segregated Funds, Disability Insurance, Investments, Pensions, Health Insurance, Retirement Planning, Term Life Insurance, Savings, Employee Benefits, Asset Management, Small Business, Insurance, Succession Planning, Wealth, Financial Advisory, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Income Protection, Strategic Financial..., Financial Planners, Long-term Care, Financial Risk, Fixed Annuities, Investment Management, Financial Services, Life Insurance, Personal Finance, Risk Management, Finance, Wealth Management..., Insurance Planning, Financial Planning, Financial Advice, Group Benefits, Long Term Care, Universal Life, Mortgage Protection, Whole Life, Group Health, Risk, Retirement Income..., Risk Analysis, Wealth Transfer, Wealth Accumulation, High Net Worth...
Education
ADVOCIS 2010 — 2012
CLU (Chartered Life Underwriter)
International NLP Society 2011 — 2011
Licenced NLP Practitioner Certification, Neuro Linguistic Programming
ADVOCIS 2008 — 2009
CHS (Certified Health Insurance Specialist (formerly RHU; Registered Health Underwriter), Health Insurance
Canadian Securities Institute 2001 — 2003
CIM (Canadian Investment Manager), Portfolio Management
British Columbia Institute of Technology 1998 — 2000
Assoc. Cert. in Financial Management; Financial Planning (Honors), Financial Planning
Financial Planners Standards Council 1998 — 2000
CFP (Certified Financial Planner), Financial Planning
Tchavdar Elenkov Tchavdar Elenkov's Clarica Experience August 2002 - April 2004
Job Insurance and Financial Advisor at ELENKOV Insurance and Financial Services
Industry Insurance
Experience
ELENKOV Insurance and Financial Services September 2012 - Present
CanWell Insurance & Financial Services Inc. October 2004 - August 2012
RBC Insurance April 2004 - October 2004
Clarica August 2002 - April 2004
Skills
Critical Illness, Retirement Savings, Insurance, Segregated Funds, Income Protection, Disability Insurance, Estate Planning, Group Benefits, Long Term Care, Financial Advice, Annuities, Retirement Planning, Health Insurance, Savings, Employee Benefits, Term Life Insurance, Banking, Universal Life, Asset Protection, Accident, Whole Life, Retirement Income..., Financial Planning, Strategic Financial..., Fixed Annuities, Financial Advisory, Retirement, Long-term Care, Mortgage Lending, Financial Planners, Finance, Risk Management, Mutual Funds, Life Insurance, Wealth Management, RRSP, Financial Services
Education
Universitet za nacionalno i svetovno stopanstvo 1974 — 1979
MBA, International Economic Relations
ELENKOV Insurance and Financial Services September 2012 - Present
CanWell Insurance & Financial Services Inc. October 2004 - August 2012
RBC Insurance April 2004 - October 2004
Clarica August 2002 - April 2004
Skills
Critical Illness, Retirement Savings, Insurance, Segregated Funds, Income Protection, Disability Insurance, Estate Planning, Group Benefits, Long Term Care, Financial Advice, Annuities, Retirement Planning, Health Insurance, Savings, Employee Benefits, Term Life Insurance, Banking, Universal Life, Asset Protection, Accident, Whole Life, Retirement Income..., Financial Planning, Strategic Financial..., Fixed Annuities, Financial Advisory, Retirement, Long-term Care, Mortgage Lending, Financial Planners, Finance, Risk Management, Mutual Funds, Life Insurance, Wealth Management, RRSP, Financial Services
Education
Universitet za nacionalno i svetovno stopanstvo 1974 — 1979
MBA, International Economic Relations
Barry Kuzminski Barry Kuzminski's Clarica Experience September 1995 - June 2001
Job Financial Centre Manager at SunLife Financial
Industry Insurance
Experience
SunLife Financial January 2005 - Present
Sun Life Financial 2004 - Present
Sun Life Financial Inc June 2001 - January 2005
Clarica September 1995 - June 2001
Skills
Critical Illness, Fixed Annuities, Financial Planners, Mutual Funds, Retirement, Retirement Savings, Retirement Planning, Insurance, Recruiting, Disability Insurance, Investments, Term Life Insurance, Wealth Management, Segregated Funds, Life Insurance
Education
University of Nevada-Reno 1979 — 1983
B.Sc., Economics
University of Alberta 1978 — 1979
SunLife Financial January 2005 - Present
Sun Life Financial 2004 - Present
Sun Life Financial Inc June 2001 - January 2005
Clarica September 1995 - June 2001
Skills
Critical Illness, Fixed Annuities, Financial Planners, Mutual Funds, Retirement, Retirement Savings, Retirement Planning, Insurance, Recruiting, Disability Insurance, Investments, Term Life Insurance, Wealth Management, Segregated Funds, Life Insurance
Education
University of Nevada-Reno 1979 — 1983
B.Sc., Economics
University of Alberta 1978 — 1979
Mark Braeger Mark Braeger's Clarica Experience May 2001 - April 2003
Job IT Manager at Midland National Life
Industry Retail
Experience
Midland National Life June 2012 - Present
Vanity, Inc. December 2010 - June 2012
Clinical Supplies Management, Inc. January 2007 - December 2010
Clinical Supplies Management, Inc. May 2003 - January 2007
Clarica May 2001 - April 2003
Clarica May 2000 - May 2001
Clarica (The Mutual Group was purchased) May 1999 - May 2000
The Mutual Group U.S. May 1998 - May 1999
The Mutual Group U.S. May 1993 - May 1998
The Mutual Group U.S. (Western States Life was purchased) May 1991 - May 1993
Skills
SharePoint, Microsoft SQL Server, Security, SSRS, Networking, Business Analysis, Active Directory, Team Building, Virtualization, Team Leadership, HTML, Strategic Planning, Management, VB.NET, Vendor Management, SQL
Education
Minnesota State University, Moorhead 1984 — 1987
BA, Computer Science
Fergus Falls Community College 1982 — 1984
AA, Science
Midland National Life June 2012 - Present
Vanity, Inc. December 2010 - June 2012
Clinical Supplies Management, Inc. January 2007 - December 2010
Clinical Supplies Management, Inc. May 2003 - January 2007
Clarica May 2001 - April 2003
Clarica May 2000 - May 2001
Clarica (The Mutual Group was purchased) May 1999 - May 2000
The Mutual Group U.S. May 1998 - May 1999
The Mutual Group U.S. May 1993 - May 1998
The Mutual Group U.S. (Western States Life was purchased) May 1991 - May 1993
Skills
SharePoint, Microsoft SQL Server, Security, SSRS, Networking, Business Analysis, Active Directory, Team Building, Virtualization, Team Leadership, HTML, Strategic Planning, Management, VB.NET, Vendor Management, SQL
Education
Minnesota State University, Moorhead 1984 — 1987
BA, Computer Science
Fergus Falls Community College 1982 — 1984
AA, Science
Liam O'Callaghan Liam O'Callaghan's Clarica Experience 1999 - 2003
Job IT Technical Manager at MCAP Service Corporation
Industry Insurance
Experience
MCAP March 2014 - Present
Sun Life Financial March 2012 - Present
The Economical Insurance Group March 2008 - November 2012
MCAP June 2005 - March 2008
Sun Life Financial 2003 - 2004
Clarica 1999 - 2003
Skills
Active Directory, Windows Server, Disaster Recovery, ITIL, Servers, XP, VMware ESX, VMware, SCCM, Group Policy, Troubleshooting, Windows, Citrix Metaframe, McAfee, Microsoft Technologies, Help Desk Support, Security, System Administration, Awesomeness, Software Documentation, Technical Support, Microsoft Certified...
Education
Mohawk College 1997 — 1999
Networking and Hardware (Co-op), Information Technology
MCAP March 2014 - Present
Sun Life Financial March 2012 - Present
The Economical Insurance Group March 2008 - November 2012
MCAP June 2005 - March 2008
Sun Life Financial 2003 - 2004
Clarica 1999 - 2003
Skills
Active Directory, Windows Server, Disaster Recovery, ITIL, Servers, XP, VMware ESX, VMware, SCCM, Group Policy, Troubleshooting, Windows, Citrix Metaframe, McAfee, Microsoft Technologies, Help Desk Support, Security, System Administration, Awesomeness, Software Documentation, Technical Support, Microsoft Certified...
Education
Mohawk College 1997 — 1999
Networking and Hardware (Co-op), Information Technology
Carol Boutin Carol Boutin's Clarica Experience 2001 - 2002
Job Communications Manager, IMITS at Provincial Health Services Authority
Industry Public Relations and Communications
Experience
G&F Financial Group November 2011 - May 2012
Fraser Basin Council August 2008 - July 2010
The Ethical Funds Company / Credential Financial Inc. 2003 - 2008
Clarica 2001 - 2002
Imperial Life Financial 1997 - 2000
Great-West Life Financial 1995 - 1997
Skills
Communications Planning, Brand Development, Project Management, Public/Media Relations, Writing, Editing, Website Development, Website Management, Event Planning, Event Management, Creative Development, Collateral Design, Public Speaking, Sustainability, Corporate Social..., Customer Relations, Stakeholder Engagement, Adobe Software, Supplier Negotiations, Supplier Management, Self Starter, Goal Oriented, Cross-functional Team..., Employee Management, Marketing Communications, Marketing Management, Team Oriented, People-oriented, Building Brand Awareness, Corporate Storytelling, Creative Direction
Education
University of Victoria 2009 — 2015
Diploma, Public Relations
BC Open University 1989 — 2005
Bachelor's degree, Business Adminstration
British Columbia Institute of Technology 1995 — 1997
DiplT., Marketing Management
G&F Financial Group November 2011 - May 2012
Fraser Basin Council August 2008 - July 2010
The Ethical Funds Company / Credential Financial Inc. 2003 - 2008
Clarica 2001 - 2002
Imperial Life Financial 1997 - 2000
Great-West Life Financial 1995 - 1997
Skills
Communications Planning, Brand Development, Project Management, Public/Media Relations, Writing, Editing, Website Development, Website Management, Event Planning, Event Management, Creative Development, Collateral Design, Public Speaking, Sustainability, Corporate Social..., Customer Relations, Stakeholder Engagement, Adobe Software, Supplier Negotiations, Supplier Management, Self Starter, Goal Oriented, Cross-functional Team..., Employee Management, Marketing Communications, Marketing Management, Team Oriented, People-oriented, Building Brand Awareness, Corporate Storytelling, Creative Direction
Education
University of Victoria 2009 — 2015
Diploma, Public Relations
BC Open University 1989 — 2005
Bachelor's degree, Business Adminstration
British Columbia Institute of Technology 1995 — 1997
DiplT., Marketing Management
Jeanine Schill's Clarica Experience 1998 - 2003
Job Senior Manager, Pension and Benefits
Industry Transportation/Trucking/Railroad
Experience
Trimac Transportation November 2012 - Present
Trimac Transportation October 2008 - October 2012
Morneau Sobeco June 2006 - October 2008
Heath Benefits Consulting Inc. 2003 - 2006
Clarica 1998 - 2003
Metropolitan Life 1992 - 1998
Skills
401k, Employee Benefits, Benefits, HRIS, Benefits Administration, PeopleSoft, Pensions, HR Policies, Plan Design, Insurance, Employee Relations, Deferred Compensation, Succession Planning, Human Resources, Payroll, New Hire Orientations, Labor Relations, Onboarding, Workforce Planning, Workers Compensation, Personnel Management, Compensation & Benefit, Employment Law, Talent Management, Performance Management, Interviews, Hiring, Employee Training, Recruiting, Employee Engagement, Organizational..., Change Management, Process Improvement, Policy, Talent Acquisition, Training, Coaching, Conflict Resolution, Defined Benefit, Administration, HR Consulting, Leadership, Leadership Development, Team Building, Employee Recognition, Organizational Design, Pension Administration
Education
The University of Calgary 1986 — 1990
Bachelor of Arts, Law and Society
Medicine Hat College 1983 — 1984
Trimac Transportation November 2012 - Present
Trimac Transportation October 2008 - October 2012
Morneau Sobeco June 2006 - October 2008
Heath Benefits Consulting Inc. 2003 - 2006
Clarica 1998 - 2003
Metropolitan Life 1992 - 1998
Skills
401k, Employee Benefits, Benefits, HRIS, Benefits Administration, PeopleSoft, Pensions, HR Policies, Plan Design, Insurance, Employee Relations, Deferred Compensation, Succession Planning, Human Resources, Payroll, New Hire Orientations, Labor Relations, Onboarding, Workforce Planning, Workers Compensation, Personnel Management, Compensation & Benefit, Employment Law, Talent Management, Performance Management, Interviews, Hiring, Employee Training, Recruiting, Employee Engagement, Organizational..., Change Management, Process Improvement, Policy, Talent Acquisition, Training, Coaching, Conflict Resolution, Defined Benefit, Administration, HR Consulting, Leadership, Leadership Development, Team Building, Employee Recognition, Organizational Design, Pension Administration
Education
The University of Calgary 1986 — 1990
Bachelor of Arts, Law and Society
Medicine Hat College 1983 — 1984
Andrew VanSpronsen's Clarica Experience 1997 - 2002
Job Experienced Virtualization Architect and Infrastructure Team Leader
Industry Information Technology and Services
Experience
BlackBerry July 2010 - Present
BlackBerry May 2004 - June 2010
Sun life Financial Canada January 2002 - April 2004
Clarica 1997 - 2002
Skills
Virtualization, VMware, NetApp, SAN, Architecture, VMware Infrastructure, Unix, Business Continuity, Servers, Windows Server, Infrastructure, Cisco Technologies, Firewalls, Software Development, NAS, Data Center, Enterprise Software, VMware ESX, TCP/IP, High Availability, Cloud Computing, Storage Area Networks, Enterprise Architecture, System Deployment, Testing, Server Architecture, Solution Architecture, System Architecture, vSphere, Linux, Storage, Architectures
Education
Mohawk College 1994 — 1997
Systems Analyst 3 year co-op
BlackBerry July 2010 - Present
BlackBerry May 2004 - June 2010
Sun life Financial Canada January 2002 - April 2004
Clarica 1997 - 2002
Skills
Virtualization, VMware, NetApp, SAN, Architecture, VMware Infrastructure, Unix, Business Continuity, Servers, Windows Server, Infrastructure, Cisco Technologies, Firewalls, Software Development, NAS, Data Center, Enterprise Software, VMware ESX, TCP/IP, High Availability, Cloud Computing, Storage Area Networks, Enterprise Architecture, System Deployment, Testing, Server Architecture, Solution Architecture, System Architecture, vSphere, Linux, Storage, Architectures
Education
Mohawk College 1994 — 1997
Systems Analyst 3 year co-op
John Leithead's Clarica Experience March 1997 - September 2000
Job Professional Services District Manager Canada at Genesys Telecommunications
Industry Information Technology and Services
Experience
Genesys Telecommunications January 2012 - Present
Aria Solutions January 2010 - January 2012
Aria Solutions September 2006 - December 2009
Aria Solutions Inc October 2000 - September 2006
Clarica March 1997 - September 2000
Eaton Credit Corporation November 1992 - March 1997
Manulife Financial March 1988 - May 1992
Prudential Assurance April 1985 - March 1988
Royal Bank June 1980 - April 1985
Skills
IVR, Genesys, Contact Centers, Professional Services, Workforce Management, Call Centers, Integration, Unified Communications, Enterprise Software, Routing, Customer Experience, Direct Sales, CTI, Telecommunications, Avaya, Pre-sales, Business Process..., ACD, Vendor Management, Managed Services, SaaS, Telephony, VoIP, Outsourcing, SIP, Call Routing, Call Center, Inbound Marketing, Software Solutions, CRM Integration, CRM, Management, Solution Selling, Service Delivery, Channel Partners, Cloud Computing, Solution Architecture
Education
Ryerson University 1984 — 1986
Marketing, Accounting, Programming
Genesys Telecommunications January 2012 - Present
Aria Solutions January 2010 - January 2012
Aria Solutions September 2006 - December 2009
Aria Solutions Inc October 2000 - September 2006
Clarica March 1997 - September 2000
Eaton Credit Corporation November 1992 - March 1997
Manulife Financial March 1988 - May 1992
Prudential Assurance April 1985 - March 1988
Royal Bank June 1980 - April 1985
Skills
IVR, Genesys, Contact Centers, Professional Services, Workforce Management, Call Centers, Integration, Unified Communications, Enterprise Software, Routing, Customer Experience, Direct Sales, CTI, Telecommunications, Avaya, Pre-sales, Business Process..., ACD, Vendor Management, Managed Services, SaaS, Telephony, VoIP, Outsourcing, SIP, Call Routing, Call Center, Inbound Marketing, Software Solutions, CRM Integration, CRM, Management, Solution Selling, Service Delivery, Channel Partners, Cloud Computing, Solution Architecture
Education
Ryerson University 1984 — 1986
Marketing, Accounting, Programming
Tim Wadman's Clarica Experience January 1999 - July 2002
Job Enterprise Architect and Solutions Designer
Industry Information Technology and Services
Experience
Home Hardware 2015 - Present
University of Waterloo December 2011 - March 2014
Sun Life Financial October 2007 - November 2009
Sun Life Financial January 2002 - October 2007
Sun Life Financial January 2004 - March 2005
Clarica January 1999 - July 2002
Mutual Life Insurance May 1996 - January 1999
Mutual Life of Canada June 1988 - December 1998
Skills
Strategic Planning, Enterprise Architecture, Strategic Alliance..., Project Management, Client/Vendor Relations, Change Mangement, ITIL and ITSM Processes, IT Service Management, Process Improvement, Technology..., Enterprise Solution..., Distributed Systems, Middleware, Windows Server, Windows Desktop..., Microsoft SQL Server, Oracle Database, Active Directory, Genesys Framework, CTI, Business Analysis
Education
Queen's University 1984 — 1988
BScH, Computer Science
Home Hardware 2015 - Present
University of Waterloo December 2011 - March 2014
Sun Life Financial October 2007 - November 2009
Sun Life Financial January 2002 - October 2007
Sun Life Financial January 2004 - March 2005
Clarica January 1999 - July 2002
Mutual Life Insurance May 1996 - January 1999
Mutual Life of Canada June 1988 - December 1998
Skills
Strategic Planning, Enterprise Architecture, Strategic Alliance..., Project Management, Client/Vendor Relations, Change Mangement, ITIL and ITSM Processes, IT Service Management, Process Improvement, Technology..., Enterprise Solution..., Distributed Systems, Middleware, Windows Server, Windows Desktop..., Microsoft SQL Server, Oracle Database, Active Directory, Genesys Framework, CTI, Business Analysis
Education
Queen's University 1984 — 1988
BScH, Computer Science
Sean Field's Clarica Experience June 1998 - November 1998
Job Certified Financial Planner
Industry Financial Services
Experience
Investia Services Financiers Inc. / Investia Financial Services Inc. May 2004 - Present
Mortgage Intelligence May 2013 - Present
Financial Horizons January 2011 - Present
Investia Services Financiers inc. January 2006 - February 2014
E. Paul Abbott Financial November 2000 - January 2011
Olympian Financial Inc. December 1998 - May 2004
Clarica June 1998 - November 1998
Skills
Wealth Management, Insurance, Mutual Funds, Investments, Strategic Financial..., Retirement Planning, Strategic Planning, Credit, Financial Advisory, Strategy, Finance, Financial Planners, Marketing Strategy, Financial Planning, Portfolio Management
Education
Richard Ivey School of Business 1994 — 1998
HBA, Honors Business Administration, Finanace & Accounting
Investia Services Financiers Inc. / Investia Financial Services Inc. May 2004 - Present
Mortgage Intelligence May 2013 - Present
Financial Horizons January 2011 - Present
Investia Services Financiers inc. January 2006 - February 2014
E. Paul Abbott Financial November 2000 - January 2011
Olympian Financial Inc. December 1998 - May 2004
Clarica June 1998 - November 1998
Skills
Wealth Management, Insurance, Mutual Funds, Investments, Strategic Financial..., Retirement Planning, Strategic Planning, Credit, Financial Advisory, Strategy, Finance, Financial Planners, Marketing Strategy, Financial Planning, Portfolio Management
Education
Richard Ivey School of Business 1994 — 1998
HBA, Honors Business Administration, Finanace & Accounting
Catherine Reimer's Clarica Experience 1994 - 1999
Job Senior Vice President, Senior Insurance Portfolio Manager at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management October 2008 - Present
ING Institutional Markets 1999 - 2005
Clarica 1994 - 1999
Education
Université Laval
Bachelor, Actuarial Science
Voya Investment Management October 2008 - Present
ING Institutional Markets 1999 - 2005
Clarica 1994 - 1999
Education
Université Laval
Bachelor, Actuarial Science
Brian Hollas, CMA, BCOMM's Clarica Experience 1996 - 2005
Job Director, Audit Services at Manulife Financial
Industry Insurance
Experience
Manulife Financial April 2012 - Present
Manulife Financial March 2005 - April 2012
Sun Life Financial 2002 - 2005
Clarica 1996 - 2005
Clarica Life Assurance Company 1999 - 2002
Claria Life Insurance 1996 - 2002
North Amerocan Life October 1991 - October 1996
Skills
Expenses, Operational Risk, Budget, Cross Functional Team..., Financial Accounting, Tax Accounting, Management Accounting, Internal Controls, Project Management, Strategic Thinking, Collaboration, Internal Audit, Information Systems..., Financial Systems, Budgets, Financial Audits, Risk Management, Enterprise Risk..., Auditing, Employee Benefits, Accounting, Pensions, Team Leadership
Education
University of Manitoba 1977 — 1982
Bachelor of Commerce (BCom Honours)), Finance
Manulife Financial April 2012 - Present
Manulife Financial March 2005 - April 2012
Sun Life Financial 2002 - 2005
Clarica 1996 - 2005
Clarica Life Assurance Company 1999 - 2002
Claria Life Insurance 1996 - 2002
North Amerocan Life October 1991 - October 1996
Skills
Expenses, Operational Risk, Budget, Cross Functional Team..., Financial Accounting, Tax Accounting, Management Accounting, Internal Controls, Project Management, Strategic Thinking, Collaboration, Internal Audit, Information Systems..., Financial Systems, Budgets, Financial Audits, Risk Management, Enterprise Risk..., Auditing, Employee Benefits, Accounting, Pensions, Team Leadership
Education
University of Manitoba 1977 — 1982
Bachelor of Commerce (BCom Honours)), Finance
Jeffrey DuChateau's Clarica Experience June 2001 - April 2002
Job Senior Risk Manager at GE Capital
Industry Financial Services
Experience
GE Capital April 2006 - Present
GE Capital January 2005 - April 2006
American Family Insurance April 2002 - December 2004
Clarica June 2001 - April 2002
Strong Capital Management June 1996 - April 2002
Skills
Credit, Risk
Education
Marquette University 1999 — 2001
MBA
University of Wisconsin-Whitewater 1992 — 1996
BBA, Finance
GE Capital April 2006 - Present
GE Capital January 2005 - April 2006
American Family Insurance April 2002 - December 2004
Clarica June 2001 - April 2002
Strong Capital Management June 1996 - April 2002
Skills
Credit, Risk
Education
Marquette University 1999 — 2001
MBA
University of Wisconsin-Whitewater 1992 — 1996
BBA, Finance
Craig Law's Clarica Experience 2000 - 2003
Job Independent Computer Software Professional
Industry Computer Software
Experience
Tall Guy Software Inc. November 2003 - Present
Department of National Defence 2006 - 2008
NavCanda 2003 - 2005
Clarica 2000 - 2003
Education
Queen's University 1999 — 2000
MSc Mgmt, MIS
Lakehead University 1991 — 1996
HBComm, MIS
Tall Guy Software Inc. November 2003 - Present
Department of National Defence 2006 - 2008
NavCanda 2003 - 2005
Clarica 2000 - 2003
Education
Queen's University 1999 — 2000
MSc Mgmt, MIS
Lakehead University 1991 — 1996
HBComm, MIS
Richard Dorion's Clarica Experience 2005 - 2006
Job Project Manager at Reimont Carpentry
Industry Newspapers
Experience
Reimont Carpentry May 2011 - Present
Schleich North America June 2009 - May 2011
Sun Media April 2007 - June 2009
SITEL 2005 - 2007
clarica 2005 - 2006
Skills
Troubleshooting, Project Planning, Customer Service, Microsoft Office, Business Analysis, Windows, Project Management, Customer Support, Financial Accounting, Microsoft Excel, Customer Satisfaction, Vendor Management, Change Management
Education
Algonquin College of Applied Arts and Technology 2004 — 2005
CGA of Ontario
4th Level, 4th leve CGA student
Reimont Carpentry May 2011 - Present
Schleich North America June 2009 - May 2011
Sun Media April 2007 - June 2009
SITEL 2005 - 2007
clarica 2005 - 2006
Skills
Troubleshooting, Project Planning, Customer Service, Microsoft Office, Business Analysis, Windows, Project Management, Customer Support, Financial Accounting, Microsoft Excel, Customer Satisfaction, Vendor Management, Change Management
Education
Algonquin College of Applied Arts and Technology 2004 — 2005
CGA of Ontario
4th Level, 4th leve CGA student
Scott Leger's Clarica Experience 1996 - Present
Job Senior Systems Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial 2006 - Present
Sun Life Financial September 2001 - Present
Clarica 1996 - Present
Clarica / Sunlife Financial 1996 - 2001
The Mutual Group 1996 - 1999
MetLife Canada 1987 - 1996
Skills
Enterprise Architecture, Disaster Recovery, Solution Architecture, ITIL, AIX, SharePoint, Vendor Management, Integration, Project Portfolio..., PMO, Active Directory, SDLC, Virtualization, Business Analysis, Technical Architecture, Governance, IT Strategy, IT Management, Visual Basic, VBScript, Business Process..., System Deployment, Data Center
Education
Carleton University 1978 — 1982
Bachelor of Arts (B.A.), Economics
CCVS 1973 — 1978
Sun Life Financial 2006 - Present
Sun Life Financial September 2001 - Present
Clarica 1996 - Present
Clarica / Sunlife Financial 1996 - 2001
The Mutual Group 1996 - 1999
MetLife Canada 1987 - 1996
Skills
Enterprise Architecture, Disaster Recovery, Solution Architecture, ITIL, AIX, SharePoint, Vendor Management, Integration, Project Portfolio..., PMO, Active Directory, SDLC, Virtualization, Business Analysis, Technical Architecture, Governance, IT Strategy, IT Management, Visual Basic, VBScript, Business Process..., System Deployment, Data Center
Education
Carleton University 1978 — 1982
Bachelor of Arts (B.A.), Economics
CCVS 1973 — 1978
Henrizha Adaza's Clarica Experience 2004 - 2006
Job Financial Advisor at InsLink Financial Group and FaithLife Financial
Industry Financial Services
Experience
FaithLife Financial January 2008 - Present
InsLink Financial Group January 2008 - January 2010
FaithLife Financial December 2006 - December 2007
Faithlife Financial 2006 - 2007
Clarica 2004 - 2006
H.S. ADAZA Law Office June 1992 - March 2002
PLDT August 1983 - February 1997
Education
San Sebastian College 1986 — 1990
Law
San Beda College 1985 — 1987
law
University of the East 1976 — 1980
Engineering, Electronics and Communications
FaithLife Financial January 2008 - Present
InsLink Financial Group January 2008 - January 2010
FaithLife Financial December 2006 - December 2007
Faithlife Financial 2006 - 2007
Clarica 2004 - 2006
H.S. ADAZA Law Office June 1992 - March 2002
PLDT August 1983 - February 1997
Education
San Sebastian College 1986 — 1990
Law
San Beda College 1985 — 1987
law
University of the East 1976 — 1980
Engineering, Electronics and Communications
Craig Stouffer's Clarica Experience 1997 - 2001
Job Director, IT Architecture at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2001 - Present
Clarica 1997 - 2001
Clarica 1992 - 1997
Clarica 1987 - 1992
Education
University of Guelph 1982 — 1986
BSc, Computer Science and Business
Sun Life Financial 2001 - Present
Clarica 1997 - 2001
Clarica 1992 - 1997
Clarica 1987 - 1992
Education
University of Guelph 1982 — 1986
BSc, Computer Science and Business
Debbie Orme-Rego's Clarica Experience 1999 - 2002
Job Senior Director, Human Resources and Organizational Development
Industry Human Resources
Experience
United Way/Centraide Ottawa 2015 - Present
Nipissing Parry Sound Catholic District School Board 2011 - 2015
Standards Council of Canada 2011 - 2011
Independent Consultant 2007 - 2010
Nipissing-Parry Sound Catholic District School Board August 2004 - July 2007
Sun Life Financial September 2002 - July 2004
Clarica 1999 - 2002
Levi Strauss & Co. March 1997 - August 1999
Skills
Employee Engagement, Talent Management, Organizational Design, Succession Planning, Coaching, Talent Acquisition, Leadership Development, Change Management, Policy, Human Resources, Performance Management, Organizational..., Labor Relations, Employee Relations, Strategic Planning
Education
Queen's University 1994 — 1995
Masters Industrial Relations, Human Resources and Labour Relations
Queen's University 1990 — 1994
BCOMM,, Marketing and HR
United Way/Centraide Ottawa 2015 - Present
Nipissing Parry Sound Catholic District School Board 2011 - 2015
Standards Council of Canada 2011 - 2011
Independent Consultant 2007 - 2010
Nipissing-Parry Sound Catholic District School Board August 2004 - July 2007
Sun Life Financial September 2002 - July 2004
Clarica 1999 - 2002
Levi Strauss & Co. March 1997 - August 1999
Skills
Employee Engagement, Talent Management, Organizational Design, Succession Planning, Coaching, Talent Acquisition, Leadership Development, Change Management, Policy, Human Resources, Performance Management, Organizational..., Labor Relations, Employee Relations, Strategic Planning
Education
Queen's University 1994 — 1995
Masters Industrial Relations, Human Resources and Labour Relations
Queen's University 1990 — 1994
BCOMM,, Marketing and HR
Carol Cook, FLMI, CTDP's Clarica Experience 1996 - 2000
Job Sun Life Financial
Industry Insurance
Experience
Sun Life Financial July 2010 - Present
Sunlife Financial 2008 - 2010
Sun Life March 2007 - June 2008
Sun Life 2001 - 2006
Clarica 1996 - 2000
Mutual Life 1988 - 2000
Confederation Life 1984 - 1988
Skills
Change Management, Coaching, Team Building, Vendor Management, Team Leadership, Process Improvement, Training Delivery, Training Facilitation, Project Management, Training, Management, Negotiation, Consulting, Talent Management, CRM, Succession Planning, Account Management, Project Planning, Management Consulting, Time Management, Employee Training, Sales, Employee Engagement, Performance Management, Leadership Development, Visio, Operations Management, Team Management, Recruiting, Leadership, Business Planning, Business Development, Business Process..., Call Centers, Contract Negotiation, Talent Acquisition, Applicant Tracking..., Software Documentation, Employee Relations, Program Management, Human Resources, Analysis, SDLC, Sales Management, Strategic Planning, Strategy, Workshop Facilitation, Cross-functional Team..., Customer Service, Organizational...
Education
University of Toronto - Ontario Institute for Studies in Education 2013 — 2014
Certificate in Adult Training and Development, Adult and Continuing Education and Teaching
Conestoga College 1979 — 1981
Business Administration, Business
Sun Life Financial July 2010 - Present
Sunlife Financial 2008 - 2010
Sun Life March 2007 - June 2008
Sun Life 2001 - 2006
Clarica 1996 - 2000
Mutual Life 1988 - 2000
Confederation Life 1984 - 1988
Skills
Change Management, Coaching, Team Building, Vendor Management, Team Leadership, Process Improvement, Training Delivery, Training Facilitation, Project Management, Training, Management, Negotiation, Consulting, Talent Management, CRM, Succession Planning, Account Management, Project Planning, Management Consulting, Time Management, Employee Training, Sales, Employee Engagement, Performance Management, Leadership Development, Visio, Operations Management, Team Management, Recruiting, Leadership, Business Planning, Business Development, Business Process..., Call Centers, Contract Negotiation, Talent Acquisition, Applicant Tracking..., Software Documentation, Employee Relations, Program Management, Human Resources, Analysis, SDLC, Sales Management, Strategic Planning, Strategy, Workshop Facilitation, Cross-functional Team..., Customer Service, Organizational...
Education
University of Toronto - Ontario Institute for Studies in Education 2013 — 2014
Certificate in Adult Training and Development, Adult and Continuing Education and Teaching
Conestoga College 1979 — 1981
Business Administration, Business
Rob Weld's Clarica Experience 1994 - 1997
Job Partner at SBW Wealth Management & Employee Benefits
Industry Insurance
Experience
Sinclair Billard + Weld December 1997 - Present
Clarica 1994 - 1997
Morneau Coopers & Lybrand 1990 - 1994
Skills
Employee Benefits, Pensions, Health Insurance, Retirement, Retirement Planning, Life Insurance, Critical Illness, Disability Insurance, Defined Contribution, Group Benefit Plans, Financial Planners, Estate Planning, Health Savings Accounts, Insurance, Pension Funds, Brokers, Strategic Planning, Wealth, Financial Planning, New Business Development, Financial Advisory, Leadership, Coaching
Education
Acadia University 1981 — 1985
BBA
Sinclair Billard + Weld December 1997 - Present
Clarica 1994 - 1997
Morneau Coopers & Lybrand 1990 - 1994
Skills
Employee Benefits, Pensions, Health Insurance, Retirement, Retirement Planning, Life Insurance, Critical Illness, Disability Insurance, Defined Contribution, Group Benefit Plans, Financial Planners, Estate Planning, Health Savings Accounts, Insurance, Pension Funds, Brokers, Strategic Planning, Wealth, Financial Planning, New Business Development, Financial Advisory, Leadership, Coaching
Education
Acadia University 1981 — 1985
BBA
Pat Folkerts's Clarica Experience 2002 - 2004
Job Analyst at University of Waterloo
Industry Insurance
Experience
University of Waterloo September 2013 - Present
The Economical Insurance Group December 2011 - August 2013
The Economical Insurance Group October 2007 - November 2011
The Economical Insurance Group 2005 - 2007
Clarica 2002 - 2004
Skills
Vendor Management, SDLC, User Acceptance Testing, Business Analysis, Requirements Analysis, Business Requirements, Requirements Gathering, Process Improvement, Insurance, Team Leadership, Business Process, Change Management, Project Delivery, Quality Assurance, IT Service Management, Risk Management, ITIL, Project Planning, Software Documentation, PMO, Enterprise Architecture, Visio, Testing, Program Management, IT Strategy, Business Process..., Software Project..., Project Portfolio..., PMP, Governance, Systems Analysis, Agile Project Management, Agile Methodologies, Resource Management, Enterprise Software, Leadership, IT Management, Solution Architecture, Integration
Education
Mohawk College
3 Yr Business Administration Diploma, Business
University of Waterloo September 2013 - Present
The Economical Insurance Group December 2011 - August 2013
The Economical Insurance Group October 2007 - November 2011
The Economical Insurance Group 2005 - 2007
Clarica 2002 - 2004
Skills
Vendor Management, SDLC, User Acceptance Testing, Business Analysis, Requirements Analysis, Business Requirements, Requirements Gathering, Process Improvement, Insurance, Team Leadership, Business Process, Change Management, Project Delivery, Quality Assurance, IT Service Management, Risk Management, ITIL, Project Planning, Software Documentation, PMO, Enterprise Architecture, Visio, Testing, Program Management, IT Strategy, Business Process..., Software Project..., Project Portfolio..., PMP, Governance, Systems Analysis, Agile Project Management, Agile Methodologies, Resource Management, Enterprise Software, Leadership, IT Management, Solution Architecture, Integration
Education
Mohawk College
3 Yr Business Administration Diploma, Business
Gerald Paras's Clarica Experience September 2001 - May 2002
Job Representative, Transaction Management Client Operations at RBC Investor Services
Industry Financial Services
Experience
RBC Investor Services March 2009 - Present
Sun Life Financial 2003 - March 2009
Sun Life Financial August 2002 - November 2006
Clarica September 2001 - May 2002
Skills
Mutual Funds, Investments, Financial Services, Pensions, Relationship Management, Banking, Financial Analysis, Process Improvement, Hedge Funds
Education
De La Salle University 1994 — 1997
MBA, Business
De La Salle University 1987 — 1991
Bachelors, Business Management
RBC Investor Services March 2009 - Present
Sun Life Financial 2003 - March 2009
Sun Life Financial August 2002 - November 2006
Clarica September 2001 - May 2002
Skills
Mutual Funds, Investments, Financial Services, Pensions, Relationship Management, Banking, Financial Analysis, Process Improvement, Hedge Funds
Education
De La Salle University 1994 — 1997
MBA, Business
De La Salle University 1987 — 1991
Bachelors, Business Management
Pradheep Kumar's Clarica Experience 1988 - 2002
Job Director IT Architecture at Sunlife Financial
Industry Financial Services
Experience
Sun Life Financial January 1988 - Present
Clarica 1988 - 2002
Tata Consultancy Services 1978 - 1987
Skills
Enterprise Architecture, Solution Architecture, SDLC, IT Strategy, IT Management, Requirements Analysis, Disaster Recovery, Vendor Management, Requirements Gathering, Project Portfolio..., PMP, Software Project..., PMO, Integration, Data Warehousing
Education
FLMI (Life Office Management Association)
FLMI
Indian Institute of Technology, Madras
B. tech, Electrical Eng
McMaster University
MS, Computer Science
Sun Life Financial January 1988 - Present
Clarica 1988 - 2002
Tata Consultancy Services 1978 - 1987
Skills
Enterprise Architecture, Solution Architecture, SDLC, IT Strategy, IT Management, Requirements Analysis, Disaster Recovery, Vendor Management, Requirements Gathering, Project Portfolio..., PMP, Software Project..., PMO, Integration, Data Warehousing
Education
FLMI (Life Office Management Association)
FLMI
Indian Institute of Technology, Madras
B. tech, Electrical Eng
McMaster University
MS, Computer Science
Michael Reinhardt's Clarica Experience March 2000 - March 2003
Job Working but wanting to get back into the PMO field.
Industry Logistics and Supply Chain
Experience
WESCO Distribution May 2013 - Present
Business Analyst August 2012 - May 2013
Research In Motion May 2011 - August 2012
Manulife Financial October 2010 - April 2011
Scotiabank July 2010 - September 2010
Manulife Financial January 2010 - May 2010
FaithLife Financial April 2007 - January 2009
Manulife Financial October 2005 - November 2006
Sun Life Financial March 2003 - February 2004
Clarica March 2000 - March 2003
Skills
Insurance, Investments, Risk Management, Business Analysis, Requirements Gathering, Visio, Disability Insurance, Fixed Annuities, Financial Analysis, Data Analysis, MS Project, Project Management, Analysis, Business Requirements, Leadership, Management, Process Improvement, Software Documentation, Team Leadership
Education
Conestoga College 2012 — 2016
Project Management, Fundamentals to Project Management, 87%
Conestoga College 2012 — 2016
Project Management, Project Planning - Scope and Quality, 87%
Conestoga College 2012 — 2016
Project Management, Project Risk and Issues Management, 78%
Conestoga College 2012 — 2016
Project Management, Stakeholder Management, 88%
Conestoga College 2012 — 2016
Project Management, Organizational Leadership, 94%
Conestoga College 2012 — 2016
Project Management, Business Operations, 88%
Conestoga College 2012 — 2016
Project Management, Project Planning: Schedule and Budget, 85%
Conestoga College 2012 — 2016
Project Management, Capstone 1, 93%
Conestoga College 2012 — 2016
Project Management, Facilitating Team and Group Dynamics
Global Knowledge / McMaster University 2009 — 2012
Advanced Certificate of Completion in Business Analysis, Business Analysis
WESCO Distribution May 2013 - Present
Business Analyst August 2012 - May 2013
Research In Motion May 2011 - August 2012
Manulife Financial October 2010 - April 2011
Scotiabank July 2010 - September 2010
Manulife Financial January 2010 - May 2010
FaithLife Financial April 2007 - January 2009
Manulife Financial October 2005 - November 2006
Sun Life Financial March 2003 - February 2004
Clarica March 2000 - March 2003
Skills
Insurance, Investments, Risk Management, Business Analysis, Requirements Gathering, Visio, Disability Insurance, Fixed Annuities, Financial Analysis, Data Analysis, MS Project, Project Management, Analysis, Business Requirements, Leadership, Management, Process Improvement, Software Documentation, Team Leadership
Education
Conestoga College 2012 — 2016
Project Management, Fundamentals to Project Management, 87%
Conestoga College 2012 — 2016
Project Management, Project Planning - Scope and Quality, 87%
Conestoga College 2012 — 2016
Project Management, Project Risk and Issues Management, 78%
Conestoga College 2012 — 2016
Project Management, Stakeholder Management, 88%
Conestoga College 2012 — 2016
Project Management, Organizational Leadership, 94%
Conestoga College 2012 — 2016
Project Management, Business Operations, 88%
Conestoga College 2012 — 2016
Project Management, Project Planning: Schedule and Budget, 85%
Conestoga College 2012 — 2016
Project Management, Capstone 1, 93%
Conestoga College 2012 — 2016
Project Management, Facilitating Team and Group Dynamics
Global Knowledge / McMaster University 2009 — 2012
Advanced Certificate of Completion in Business Analysis, Business Analysis
I. Lise Kruse's Clarica Experience February 1997 - May 2004
Job Chief ExaminerBanks at North Dakota Department of Financial Institutions
Industry Banking
Experience
ND Dept of Financial Institutions January 2011 - Present
ND Dept of Financial Institutions June 2004 - December 2010
Clarica February 1997 - May 2004
Skills
Banking, Risk Management, Financial Risk, Financial Analysis, Financial Services, Finance, Relationship Management, Strategic Financial..., Credit Analysis, Marketing, Team Leadership, Financial Planning, Commercial Lending, Credit Risk, Public Speaking, Leadership, Management
Education
University of Colorado Colorado Springs 2001 — 2003
MBA, Business & Information Technology
Concordia College 1993 — 1996
BA, Business & Organizational Communication
ND Dept of Financial Institutions January 2011 - Present
ND Dept of Financial Institutions June 2004 - December 2010
Clarica February 1997 - May 2004
Skills
Banking, Risk Management, Financial Risk, Financial Analysis, Financial Services, Finance, Relationship Management, Strategic Financial..., Credit Analysis, Marketing, Team Leadership, Financial Planning, Commercial Lending, Credit Risk, Public Speaking, Leadership, Management
Education
University of Colorado Colorado Springs 2001 — 2003
MBA, Business & Information Technology
Concordia College 1993 — 1996
BA, Business & Organizational Communication
Philip Corker, MBA, CPA, CGA's Clarica Experience 2000 - 2002
Job National Product Marketing Manager
Industry Business Supplies and Equipment
Experience
Konica Minolta Business Solutions 2013 - 2015
Konica Minolta Business Solutions 2013 - 2013
Konica Minolta Business Solutions 2012 - 2013
Contract Consultant 2009 - 2012
Boston Scientific 2004 - 2009
City of Burlington 2002 - 2004
Clarica 2000 - 2002
Metropolitan Toronto Housing Authority 1997 - 2000
Skills
Financial Analysis, Management, Accounting, Analysis, Leadership, Business Analysis, Internal Audit, Business Intelligence, SAP, Project Management, Product Management, Pricing Strategy, Product Marketing, Strategic Planning, Sales, Account Management, Sales Process, Forecasting
Education
CGA Canada 1999 — 2005
CGA
University of Waterloo 2001 — 2001
Applied Project Management - Project Management Institute
Sam Houston State University 1993 — 1994
MBA, Marketing, Accounting, Strategy
Seneca College of Applied Arts and Technology 1991 — 1993
French Studies
York University 1990 — 1993
BA Honours, Economics, Mathematics
Konica Minolta Business Solutions 2013 - 2015
Konica Minolta Business Solutions 2013 - 2013
Konica Minolta Business Solutions 2012 - 2013
Contract Consultant 2009 - 2012
Boston Scientific 2004 - 2009
City of Burlington 2002 - 2004
Clarica 2000 - 2002
Metropolitan Toronto Housing Authority 1997 - 2000
Skills
Financial Analysis, Management, Accounting, Analysis, Leadership, Business Analysis, Internal Audit, Business Intelligence, SAP, Project Management, Product Management, Pricing Strategy, Product Marketing, Strategic Planning, Sales, Account Management, Sales Process, Forecasting
Education
CGA Canada 1999 — 2005
CGA
University of Waterloo 2001 — 2001
Applied Project Management - Project Management Institute
Sam Houston State University 1993 — 1994
MBA, Marketing, Accounting, Strategy
Seneca College of Applied Arts and Technology 1991 — 1993
French Studies
York University 1990 — 1993
BA Honours, Economics, Mathematics
David Potvin's Clarica Experience November 2000 - August 2001
Job Gestionnaire de projet Conception et Livraison chez Bell
Industry Telecommunications
Experience
HEC Montréal 2010 - 2014
Bell Canada April 2011 - October 2012
Bell Canada September 2010 - April 2011
Bell Canada July 2006 - August 2010
Bell Canada July 2004 - July 2006
Bell Canada - Bell Tv July 2001 - July 2004
Clarica November 2000 - August 2001
Skills
Telecommunications, Customer Experience, Product Management, Team Leadership, Call Centers, Project Management, Business Analysis, Operations Management, Contract Management, Partner Management, Performance Improvement, Training Delivery, Training Programme..., Expérience client, Leadership d'équipe, Centres d'appel, Télécommunications, Responsable produit, Gestion de projet
Education
Université de Montréal - HEC Montréal 2010 — 2014
Certificat Gestion d'Entreprise, Administration et gestion des affaires, général
Cegep de Victoriaville 1993 — 1996
DEC Langues Modernes, Langues
HEC Montréal 2010 - 2014
Bell Canada April 2011 - October 2012
Bell Canada September 2010 - April 2011
Bell Canada July 2006 - August 2010
Bell Canada July 2004 - July 2006
Bell Canada - Bell Tv July 2001 - July 2004
Clarica November 2000 - August 2001
Skills
Telecommunications, Customer Experience, Product Management, Team Leadership, Call Centers, Project Management, Business Analysis, Operations Management, Contract Management, Partner Management, Performance Improvement, Training Delivery, Training Programme..., Expérience client, Leadership d'équipe, Centres d'appel, Télécommunications, Responsable produit, Gestion de projet
Education
Université de Montréal - HEC Montréal 2010 — 2014
Certificat Gestion d'Entreprise, Administration et gestion des affaires, général
Cegep de Victoriaville 1993 — 1996
DEC Langues Modernes, Langues
Lee Metz's Clarica Experience March 2002 - June 2006
Job Manager Financial Planning
Industry Banking
Experience
RBC Wealth Management January 2014 - Present
RBC February 2010 - January 2014
RBC Wealth Management June 2006 - February 2010
Clarica March 2002 - June 2006
CIBC September 1990 - February 2002
Skills
Wealth Management, Investments, Retirement Planning, Retail Banking, Mutual Funds, Disability Insurance, Strategic Financial..., Finance, Wealth Management..., Commercial Banking, Loans, Retirement, Financial Planning, Insurance, Mortgage Lending, Residential Mortgages, Small Business
Education
Northern Alberta Institute of Technology 1990 — 1992
Finance, Business/Commerce, General
RBC Wealth Management January 2014 - Present
RBC February 2010 - January 2014
RBC Wealth Management June 2006 - February 2010
Clarica March 2002 - June 2006
CIBC September 1990 - February 2002
Skills
Wealth Management, Investments, Retirement Planning, Retail Banking, Mutual Funds, Disability Insurance, Strategic Financial..., Finance, Wealth Management..., Commercial Banking, Loans, Retirement, Financial Planning, Insurance, Mortgage Lending, Residential Mortgages, Small Business
Education
Northern Alberta Institute of Technology 1990 — 1992
Finance, Business/Commerce, General
Bill Lemieux's Clarica Experience 1995 - 2003
Job Bus. Dev. Mgr. Commercial Mortgages at CIBC
Industry Banking
Experience
CIBC 2005 - Present
Sun Life Financial - commercial Mortgages 2003 - 2005
Clarica 1995 - 2003
Canada Life Mortgage Services 1991 - 1993
Education
The University of British Columbia 1983 — 1985
M.Sc., Urban Land Economics
McMaster University 1981 — 1983
MBA, Finance
CIBC 2005 - Present
Sun Life Financial - commercial Mortgages 2003 - 2005
Clarica 1995 - 2003
Canada Life Mortgage Services 1991 - 1993
Education
The University of British Columbia 1983 — 1985
M.Sc., Urban Land Economics
McMaster University 1981 — 1983
MBA, Finance
Judy Farlow's Clarica Experience 1989 - 2001
Job Director, Retirement Behaviour and Research; Market insights and research professional
Industry Financial Services
Experience
Sun Life Financial January 2013 - Present
Sun Life Financial June 2010 - January 2012
Sun Life Financial of Canada September 2007 - June 2010
Clarica 1989 - 2001
Skills
Marketing Strategy, Market Research, Integrated Marketing, Digital Strategy, Marketing Communications, Consumer Marketing, Consumer Behaviour, Client-centric, Voice of the Customer, Builds Relationships, Collaborative Leadership, Leadership, Business Development, Financial Services
Education
University of Guelph 1980 — 1984
M.Sc., Consumer Studies, Marketing, Market Research
Sun Life Financial January 2013 - Present
Sun Life Financial June 2010 - January 2012
Sun Life Financial of Canada September 2007 - June 2010
Clarica 1989 - 2001
Skills
Marketing Strategy, Market Research, Integrated Marketing, Digital Strategy, Marketing Communications, Consumer Marketing, Consumer Behaviour, Client-centric, Voice of the Customer, Builds Relationships, Collaborative Leadership, Leadership, Business Development, Financial Services
Education
University of Guelph 1980 — 1984
M.Sc., Consumer Studies, Marketing, Market Research
Monica Cline's Clarica Experience May 1999 - June 2004
Job Customer Relations Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2010 - Present
Sun Life Financial April 2009 - June 2010
Sun Life Financial June 2004 - April 2009
Clarica May 1999 - June 2004
Mutual Life/Clarica September 1992 - May 1999
Mutual Life/Clarica March 1988 - September 1992
Mutual Life November 1986 - March 1988
Skills
Project Management, Budgets, Procurement, Time Management, Negotiation, Customer Service, Product Development, Investments, Administrative..., Finance, Employee Benefits, Purchasing, AutoCAD, Facilities Management, Financial Services, Insurance, Wealth Management, Retirement Planning, Business Analysis, Pensions
Education
Conestoga College 2008 — 2009
Auto CAD Level I certificate, Space planning and design, 89
Grand River Collegiate Institute (GRCI)
Sun Life Financial 2010 - Present
Sun Life Financial April 2009 - June 2010
Sun Life Financial June 2004 - April 2009
Clarica May 1999 - June 2004
Mutual Life/Clarica September 1992 - May 1999
Mutual Life/Clarica March 1988 - September 1992
Mutual Life November 1986 - March 1988
Skills
Project Management, Budgets, Procurement, Time Management, Negotiation, Customer Service, Product Development, Investments, Administrative..., Finance, Employee Benefits, Purchasing, AutoCAD, Facilities Management, Financial Services, Insurance, Wealth Management, Retirement Planning, Business Analysis, Pensions
Education
Conestoga College 2008 — 2009
Auto CAD Level I certificate, Space planning and design, 89
Grand River Collegiate Institute (GRCI)
Michelle Oram, CEBS, ISCEBS Fellow's Clarica Experience May 1990 - February 2001
Job Director, Product Development at Manulife
Industry Insurance
Experience
Manulife June 2015 - Present
ISCEBS Southwestern Ontario Chapter January 2015 - Present
Manulife February 2014 - June 2015
ISCEBS Southwestern Ontario Chapter 2014 - December 2014
Manulife Financial June 2013 - February 2014
Manulife Financial February 2011 - May 2013
Manulife Financial February 2007 - January 2011
Manulife Financial March 2001 - January 2007
Clarica May 1990 - February 2001
Skills
Process Improvement, Mentoring, Team Leadership, Product Development, Product Marketing, Training & Development, Compliance Management, Defined Benefit, Defined Contribution, Pensions, Pension Administration, Training Delivery, Training, Financial Services, Retirement Planning, Mutual Funds, Relationship Management, Presentations, Website Development, Training Programme..., Employee Benefits, Group Benefit Plans, Product Management, Marketing, Insurance, Management
Education
Conestoga College
Teacher/Trainer of Adults Certificate, Adult Education
Wilfrid Laurier University
Diploma in Business Administration, Business Administration
Manulife June 2015 - Present
ISCEBS Southwestern Ontario Chapter January 2015 - Present
Manulife February 2014 - June 2015
ISCEBS Southwestern Ontario Chapter 2014 - December 2014
Manulife Financial June 2013 - February 2014
Manulife Financial February 2011 - May 2013
Manulife Financial February 2007 - January 2011
Manulife Financial March 2001 - January 2007
Clarica May 1990 - February 2001
Skills
Process Improvement, Mentoring, Team Leadership, Product Development, Product Marketing, Training & Development, Compliance Management, Defined Benefit, Defined Contribution, Pensions, Pension Administration, Training Delivery, Training, Financial Services, Retirement Planning, Mutual Funds, Relationship Management, Presentations, Website Development, Training Programme..., Employee Benefits, Group Benefit Plans, Product Management, Marketing, Insurance, Management
Education
Conestoga College
Teacher/Trainer of Adults Certificate, Adult Education
Wilfrid Laurier University
Diploma in Business Administration, Business Administration
Shelly Erickson's Clarica Experience May 1994 - August 2000
Job Director of Children and Family Ministry at First Lutheran Church, Fargo ND
Industry
Experience
First Lutheran Church, Fargo ND August 2000 - Present
The Mutual Group May 1994 - August 2000
Clarica May 1994 - August 2000
Dayton's 1988 - 1994
Skills
Volunteer Management, Preaching, Public Speaking, Nonprofits, Teaching, Leadership Development, Community Outreach, Theology, Pastoral Care, Religion, Fundraising, Youth Ministry, Event Planning, Leadership
Education
Luther Seminary 2007 — 2009
2 years, Pastoral, Children and Family Ministry
Minnesota State University, Moorhead 1981 — 1985
BA, Communications and Music
First Lutheran Church, Fargo ND August 2000 - Present
The Mutual Group May 1994 - August 2000
Clarica May 1994 - August 2000
Dayton's 1988 - 1994
Skills
Volunteer Management, Preaching, Public Speaking, Nonprofits, Teaching, Leadership Development, Community Outreach, Theology, Pastoral Care, Religion, Fundraising, Youth Ministry, Event Planning, Leadership
Education
Luther Seminary 2007 — 2009
2 years, Pastoral, Children and Family Ministry
Minnesota State University, Moorhead 1981 — 1985
BA, Communications and Music
Eric Buller's Clarica Experience February 2001 - June 2002
Job IT Specialist at University of Waterloo
Industry Information Technology and Services
Experience
University of Waterloo November 2012 - Present
Research In Motion May 2011 - August 2012
IBM Global Services July 2009 - May 2011
Sun Life Financial June 2002 - July 2009
Clarica February 2001 - June 2002
London Regional Cancer Centre June 1994 - February 2001
Skills
Active Directory, Windows Server, VMware ESX, Servers, VBScript, VMware, VMware Infrastructure, Powershell, System Monitoring, SCCM, System Administration, IIS, Solution Architecture, DNS management, DNS, System Deployment, Security, Infrastructure, Windows, Systems Monitoring, TCP/IP, Unix, Technical Support, Hardware, NetApp, Mac OS
Education
Western University 1983 — 1986
M.Sc., Physics
University of Manitoba 1978 — 1982
B.Sc. (Hons.), Physics
University of Waterloo November 2012 - Present
Research In Motion May 2011 - August 2012
IBM Global Services July 2009 - May 2011
Sun Life Financial June 2002 - July 2009
Clarica February 2001 - June 2002
London Regional Cancer Centre June 1994 - February 2001
Skills
Active Directory, Windows Server, VMware ESX, Servers, VBScript, VMware, VMware Infrastructure, Powershell, System Monitoring, SCCM, System Administration, IIS, Solution Architecture, DNS management, DNS, System Deployment, Security, Infrastructure, Windows, Systems Monitoring, TCP/IP, Unix, Technical Support, Hardware, NetApp, Mac OS
Education
Western University 1983 — 1986
M.Sc., Physics
University of Manitoba 1978 — 1982
B.Sc. (Hons.), Physics
Al Green's Clarica Experience 1998 - 2002
Job Enterprise Architect at Office of the Superintendent of Financial Institutions of Canada
Industry Government Administration
Experience
Office of the Superintendent of Financial Institutions of Canada November 2010 - Present
Sun Life Financial 2002 - October 2010
Clarica 1998 - 2002
Metropolitan Life Insurance Company 1997 - 1998
Metropolitan Life Insurance Company 1990 - 1997
Metropolitan Life Insurance Company 1987 - 1990
Metropolitan Life Insurance Company 1984 - 1987
Skills
Enterprise Architecture, Governance, Business Architecture, SDLC, Architectures, Requirements Analysis, Architecture, Business Analysis, Disaster Recovery, IT Strategy, Solution Architecture
Education
University of New Brunswick 1980 — 1984
BSc(CS), Computer Science
Office of the Superintendent of Financial Institutions of Canada November 2010 - Present
Sun Life Financial 2002 - October 2010
Clarica 1998 - 2002
Metropolitan Life Insurance Company 1997 - 1998
Metropolitan Life Insurance Company 1990 - 1997
Metropolitan Life Insurance Company 1987 - 1990
Metropolitan Life Insurance Company 1984 - 1987
Skills
Enterprise Architecture, Governance, Business Architecture, SDLC, Architectures, Requirements Analysis, Architecture, Business Analysis, Disaster Recovery, IT Strategy, Solution Architecture
Education
University of New Brunswick 1980 — 1984
BSc(CS), Computer Science
Eva Digianfelice (ARA, ALHC-2011)'s Clarica Experience January 2000 - December 2002
Job Claims/Treaty Analyst at Reinsurance Management Associates
Industry Insurance
Experience
Reinsurance Management Associates January 2007 - Present
Munich Re America January 2005 - December 2007
Revios January 2002 - December 2005
Clarica January 2000 - December 2002
Sun Life Financial January 1998 - December 2000
NN Financial January 1997 - December 1998
Sun Life Financial January 1993 - December 1996
Crown Life Insurance Company January 1987 - December 1993
Education
Humber College 1984 — 1987
Business
Reinsurance Management Associates January 2007 - Present
Munich Re America January 2005 - December 2007
Revios January 2002 - December 2005
Clarica January 2000 - December 2002
Sun Life Financial January 1998 - December 2000
NN Financial January 1997 - December 1998
Sun Life Financial January 1993 - December 1996
Crown Life Insurance Company January 1987 - December 1993
Education
Humber College 1984 — 1987
Business
Tami Hawk's Clarica Experience January 1999 - June 2002
Job Manager, Government Contracts
Industry Legal Services
Experience
Molina Healthcare December 2013 - Present
GE Healthcare June 2008 - May 2013
Humana December 2006 - March 2008
Capital Blue Cross September 2002 - December 2006
Clarica January 1999 - June 2002
Wenthe-Davidson Engineering Co. February 1997 - December 1998
Skills
Contract Negotiation, Contract Management, Health Insurance, Legal Research, Legal Writing, Regulatory Filings, Microsoft Excel, Microsoft Word, Workshare, Lotus Notes, HIPAA, EHR, Medical Imaging, Medical Devices, Process Improvement, EMR, Hospitals, Healthcare Information..., Healthcare, Clinical Research, Insurance, Healthcare Industry, Legal Compliance, Managed Care, Health Law, Medicaid, Cross-functional Team..., Medical Compliance, Health Policy
Education
Carthage College 1998 — 1998
Paralegal Certificate, Paralegal Studies
Carthage College 1993 — 1997
B.A., Criminal Justice
Molina Healthcare December 2013 - Present
GE Healthcare June 2008 - May 2013
Humana December 2006 - March 2008
Capital Blue Cross September 2002 - December 2006
Clarica January 1999 - June 2002
Wenthe-Davidson Engineering Co. February 1997 - December 1998
Skills
Contract Negotiation, Contract Management, Health Insurance, Legal Research, Legal Writing, Regulatory Filings, Microsoft Excel, Microsoft Word, Workshare, Lotus Notes, HIPAA, EHR, Medical Imaging, Medical Devices, Process Improvement, EMR, Hospitals, Healthcare Information..., Healthcare, Clinical Research, Insurance, Healthcare Industry, Legal Compliance, Managed Care, Health Law, Medicaid, Cross-functional Team..., Medical Compliance, Health Policy
Education
Carthage College 1998 — 1998
Paralegal Certificate, Paralegal Studies
Carthage College 1993 — 1997
B.A., Criminal Justice
Rita Dolzan's Clarica Experience June 1989 - January 1996
Job Manager, Mortgage Operations, Credit Risk and Legal and Manager Insurance Risk Management at Manulife Financial
Industry Real Estate
Experience
Manulife Financial April 2000 - Present
HSBC January 1996 - April 2000
Clarica June 1989 - January 1996
Skills
Management, Risk Management, Mortgage Lending, Insurance, Real Estate, Strategic Planning, Team Management, Mortgage Servicing, Negotiation, Change Leadership, Insurance Risk..., Mortgage Credit risk, General Insurance, Loss Prevention, Investments, Financial Risk, Strategy, Change Management, Portfolio Management, Financial Analysis, Asset Management, Finance
Education
U.B.C
Real Estate
McGill University
Commerce
Manulife Financial April 2000 - Present
HSBC January 1996 - April 2000
Clarica June 1989 - January 1996
Skills
Management, Risk Management, Mortgage Lending, Insurance, Real Estate, Strategic Planning, Team Management, Mortgage Servicing, Negotiation, Change Leadership, Insurance Risk..., Mortgage Credit risk, General Insurance, Loss Prevention, Investments, Financial Risk, Strategy, Change Management, Portfolio Management, Financial Analysis, Asset Management, Finance
Education
U.B.C
Real Estate
McGill University
Commerce