Clarica Financial Services
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Clarica Financial Services Employees
Maynards Industries May 2005 - Present
The Brick 2004 - 2005
Clarica Financial Services 2002 - 2003
OLG 2002 - 2002
OLG 1999 - 2002
Casino Rama 1996 - 1999
Skills
Customer Service, Microsoft Office, Project Management, Security Management, Physical Security, Corporate Security, Operations Management, Private Investigations, Access Control, Restructuring, Surveillance, Emergency Management, Operating Budgets, Risk Assessment, Team Building, Security Operations, Security Training, Appraisals
Education
Carleton University 1991 — 1996
BA, Law & Psychology
Morneau Shepell March 2014 - Present
Morneau Shepell January 2006 - March 2014
Morneau Shepell November 2000 - January 2006
Clarica Financial Services October 1992 - November 2000
Skills
Group Benefits, Plan Design, Requirements Gathering, MS Project, Project Planning, Project Implementation, Project Execution, Project Delivery, Project Management, Employee Benefits, Risk Management, Process Improvement, Vendor Management, Change Management
Education
Université Laval 1988 — 1991
B.Sc., Actuarial Science
Buck Consultants at Xerox April 2015 - Present
Mercer June 2010 - December 2014
Krieger + Associates June 2002 - June 2010
Comprehensive Benefit Solutions May 2000 - June 2002
Clarica Financial Services 1996 - 2000
Clarica Financial Services 1996 - 2000
Skills
Benefits Administration, Disability Insurance, Employee Engagement, Defined Benefit, Life Insurance, Employee Relations, Human Resources, Employee Benefits, Leadership, Management, Strategic Planning, Underwriting, Employee Wellness, Health Insurance, Insurance, Critical Illness..., Communication, Customer Service, Business Relationship...
Education
University of Guelph
Bachelor of Arts (B.A.)
University of Guelph
B.A.
Sun Life Financial September 2004 - Present
Manulife Financial March 2004 - August 2004
Maritime Life May 2003 - August 2004
Liberty Health Canada September 2000 - May 2003
Clarica Financial Services 1990 - 2000
Mercer Health & Benefits 1988 - 1990
Mutual Life of Canada 1978 - 1988
Skills
Project Management, Strategy, Strategic Planning, Negotiation, Relationship Management, Business Planning, Employee Benefits, Management, Sales, Underwriting, Insurance, Disability Insurance, Brokers, Critical Illness, Marketing, Health Insurance
Education
Wilfrid Laurier University 1975 — 1978
BA, Economics
Dalhousie University
CEBS
Richardson GMP September 2014 - Present
Richardson GMP Limited January 2010 - September 2014
Richardson Partners Financial March 2006 - December 2009
The Quarry Sportsplex 2001 - 2005
Clarica Financial Services April 1996 - August 2004
Prudential Assurance 1992 - 1994
Empire Financial 1986 - 1988
Skills
Wealth Management, Estate Planning, Retirement Planning, High Net Worth..., Investment Advisory, Financial Planners, Portfolio Management, Mutual Funds, Investment Strategies
Education
Laurentian University/Université Laurentienne
BA, Sociology
Etobicoke Collegiate Institute 1979 — 1984
CLS Lexi-tech Ltd. 2015 - Present
Versacom January 2014 - April 2014
La Banque Postale 2008 - 2012
Clarica Financial Services 2006 - 2008
Desjardins 2001 - 2006
Fonorola, télécommuniactions 1993 - 2001
Avocate 1990 - 1993
Skills
Traduction - Translation, Traduction juridique -..., Trilingue (français,..., Recherche terminologique, SDL Trados, SDLX, Formation, Terminologie, Communication..., Management, Rédaction, Communication..., Enseignement de langue, Internationalisation, Mode d'emploi
Education
Université de Sherbrooke 2012 — 2015
Baccalauréat en traduction - Bachelor of Translation
Université de Montréal
Baccalauréat en droit - Bachelor of Laws
Sun Life Financial April 2015 - Present
Sun Life Financial January 2011 - Present
Sun Life Financial October 2008 - January 2011
Sunlife Financial 2003 - October 2008
Sun Life Financial 2000 - 2002
Sun Life Financial January 2000 - December 2000
Clarica Financial Services 1995 - 1999
Skills
Digital Marketing, Digital Communication, Vignette, Wordpress, Business Analysis, Software Quality..., Training Skills, Project Management, Training, Marketing Communications, Web Content Management, Management, WordPress, Content Management, Leadership, Social Media, Web Analytics, Quality Assurance, Team Management, CMS, Testing, Enterprise Content..., Business Requirements, Integration, Requirements Gathering, SDLC, CRM, SharePoint, Visio
Education
McMaster University 2005 — 2008
BA Certification
Cameron Heights Collegiate Institute 1979 — 1984
Grade 12 diploma
BMO Bank Of Montreal March 2008 - Present
Bank of Montreal March 2008 - Present
The Strategic Financial Alliance February 2005 - March 2008
Clarica Financial Services September 2003 - February 2008
Skills
Refinance, Purchase, Mortgage, Home, FHA, Mortgage Lending, First Time Home Buyers, Conventional, Reverse Mortgages, Residential, Debt Consolidation, Residential Homes, Investment Properties, Residential Mortgages, Wealth Management, Finance, Strategic Financial..., Life Insurance, Mutual Funds, Disability Insurance, Commercial Mortgages, Certified Mortgage..., Small Business, Mortgage Marketing, Loans, Mortgage Underwriting, Credit, Construction Loans
Education
Humber College 1992 — 1994
Business Management, Business Administration
Sun Life Financial January 2014 - Present
Sun Life Financial January 2012 - December 2013
The Economical Insurance Group September 2009 - December 2011
Sun Life Financial August 2001 - February 2009
Clarica Financial Services August 2000 - August 2001
The Co-operators 1998 - 2000
Maritime Life 1985 - 1998
Manulife Financial 1984 - 1985
Dominion Life Assurance 1980 - 1984
Skills
Enterprise Architecture, Solution Architecture, Governance, Business Intelligence, Cloud Computing, Integration, IT Strategy, Analysis, ITIL, Disaster Recovery, Application Architecture, SDLC, Analytics, Research, TOGAF, Strategy, SharePoint, Leadership, Management, Requirements Analysis, Consulting, Security, Technical Architecture, Risk Management, Information Architecture, Big Data
Education
Intervista Institute 2013 — 2013
Certificate, Business Architecture
Canadian Securities Institute 2012 — 2013
Canadian Securities Course (CSC), In Process
Ontario Hospital Association 2008 — 2012
Certificates, Health Care
Conestoga College 2008 — 2010
Home Inspection Certificate, Engineering Technology
Knightsbridge Human Capital Solutions 2009 — 2009
QRS 2009 — 2009
TOGAF Certification, Enterprise Architecture
University of Waterloo 1977 — 1981
BMath, Computer Science
Primerica July 2014 - Present
Imperial Oil Canada - Robert Half Management Resources September 2012 - March 2013
Agrium March 2012 - July 2012
SUNCOR ENERGY SERVICES INC January 2010 - August 2011
MESG September 2009 - October 2009
Shell Oil Company February 2008 - August 2009
Shell Oil Company August 2005 - February 2008
Colt Engineering December 2004 - July 2005
Freedom 55 Financial October 2004 - December 2004
Clarica Financial Services June 2004 - October 2004
Skills
Accounting, Auditing, Business Process..., Energy, Finance, Financial Reporting, Forecasting, Leadership, Management, Project Planning, Team Leadership
Education
ACCA 2008 — 2008
ACCA, Chartered Certified Accountant
CGA 1997 — 2007
CGA, Certified General Accountant
CFP 2002 — 2004
CFP, Certified Financial Planner
Comm. Memorial University of Newfoundland 1987 — 1992
Bachelor of Commerce, B, Finance
Memorial University of Newfoundland 1987 — 1992
B.Comm, Bachelor of Commerce
RBC Dominion Securities June 2008 - Present
RBC Dominion Securities June 2008 - Present
rbc 2006 - 2008
RBC ROYAL BANK 2004 - 2006
RBC Royal Bank 2002 - 2004
RBC Royal Bank 2001 - 2002
Global Maxfin Investments Inc. 1999 - 2001
Assante Wealth Management 1998 - 1999
Clarica Financial Services 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Investment Management, Insurance, Charities, Portfolio Management
Education
Northern Alberta Institute of Technology 1981 — 1983
Cape Breton University 1978 — 1979
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
World Duty Free Group June 2014 - Present
CGA-Canada (Certified General Accountants Association of Canada) July 2005 - June 2014
Canucks Sports and Entertainment September 1999 - December 2009
City of Maple Ridge May 2000 - June 2005
District of Maple Ridge May 1999 - May 2000
Clarica Financial Services May 1998 - May 1999
Skills
Performance Management, Employee Engagement, Human Resources, Recruiting, Strategy, Employee Relations, Succession Planning, Leadership Development, Strategic Planning, Organizational..., Onboarding, Employee Training, Talent Management, Public Speaking, Change Management, HR Policies, Coaching, Employee Benefits, Budgets, Policy, Negotiation, Mentoring, Employer Branding, HR Strategy, Employment Law, Budgeting, Benefits, Internal Communications, Event Planning, Recruitment/Retention, Talent Development, Strategic HR, Leadership, Personnel Management
Education
Simon Fraser University 2011 — 2012
Leadership Development
University of Phoenix 2003 — 2007
BsB/M, Business Management, Human Resources
The University of British Columbia / UBC 2004 — 2006
Certificate, Executive Management, Human Resources
Vancouver Community College 2002 — 2004
Provincial Instructors Diploma, Adult Education
Douglas College
Diploma, Business Administration and Management, General
Douglas College
Certificate, General Business
Coach Kihl 2006 - Present
OCISO 2008 - October 2010
André Filion and Associates 2008 - May 2012
Clarica Financial Services 2003 - 2006
Sierra Systems 2002 - 2003
Right Management 2001 - 2002
CyberSafe Canada Corporation 1998 - 2001
SAGUS Security Incorporated 1996 - 1998
DOMUS Software Limited 1983 - 1996
Skills
Personal Development, Career Management, Emotional Intelligence, 360 Feedback, Mentoring, Executive Development, Career Assessment, Management Development, Outplacement, Personality Testing, Enneagram, Redeployment, Career Development, Coaching
Education
Integral Coaching Canada
Human Development Coaching
University of Guelph
Human Kinetics
Self-Employed June 2015 - Present
Corps of Commissionaires December 2008 - April 2015
Convergys February 2005 - June 2006
Desjardins Financial September 2004 - December 2004
Clarica Financial Services April 2004 - September 2004
Minacs February 2002 - April 2004
Supertemp Employment Agency October 2001 - February 2002
Hospitality Marketing Concepts July 2001 - September 2001
Mediapro Comunications October 2000 - May 2001
Bedford Presbyterian Church April 2000 - March 2001
Skills
Management, Time Management, Customer Service, Team Leadership, Technology, Event Planning, Data Entry, Editing, Troubleshooting, Teamwork, Project Planning, Research, Security, Writing, Communication, High degree of..., Self-starter, Self-driven, Learning Quickly, Employee Training, Fiction Writing
Education
Eastern College, Halifax 2015 — 2016
Diploma, Administrative Specialist
Acadia University 1991 — 1995
M.Div., Theology
Dalhousie University 1987 — 1991
B.A., Advanced Sociology
Dartmouth Career College 1987 — 1987
Diploma in Computer Operations and Office Procedures
Compucollege
Eastern
Eastern College
Export Development Canada (EDC) Exportation et développement Canada (EDC) January 2013 - Present
Export Development Canada January 2009 - December 2012
Sun Life Financial 2002 - 2009
Clarica Financial Services 1999 - 2002
Statistics Canada 1986 - 1998
Skills
Business Analysis, Project Portfolio..., SDLC, Program Management, Organizational..., PMP, IT Strategy, Enterprise Architecture, Integration, Governance, Requirements Analysis, Project Management, Risk Management, Analysis, Business Process...
Education
University of Saskatchewan 1982 — 1986
Bachelor of Commerce, Honours Computer Science
SSQ Groupe financier Financial Group April 2007 - Present
Clarica Financial Services December 2005 - April 2007
Skills
Assurance-vie, Investissements, Rentes collectives, Insurance, Investments, Life Insurance, Financial Planning, Retirement Planning, Mutual Funds, Wealth Management, Financial Analysis, Disability Insurance, Risk Management
Education
École des sciences de la gestion (ESG UQAM) 2004 — 2005
Diplôme d'études supérieures spécialisées en Finance (DESS), Finance, général
École des sciences de la gestion (ESG UQAM) 2001 — 2004
Baccalauréat, Administration (profil SYNERGIE), spécialisation marketing
Finance Canada October 2009 - Present
Finance Canada / Finances Canada 2003 - 2011
Finance Canada March 2003 - September 2009
Canada Deposit Insurance Corporation June 2002 - February 2003
Clarica Financial Services September 1998 - June 2000
Skills
Policy, Government, Economic Research, Public Policy, Policy Analysis, Analysis, Finance, International Relations, Economics
Education
McGill University 2000 — 2002
MBA, Finance & IT
University of Ottawa 1993 — 1997
H.BSc., Micro & Cellular Biology
BlackBerry December 2010 - Present
BlackBerry April 2004 - December 2010
BlackBerry April 2006 - April 2008
Agfa HealthCare July 2002 - April 2004
Sybase June 2000 - July 2002
Clarica Financial Services July 1998 - May 2000
Skills
Project Management, Management, Customer Service, Leadership, Program Management, Telecommunications, Team Leadership, Project Planning, Microsoft Excel, PMP, CMMI, Agile Project Management, Scrum, SCAMPI, Intellectual Property, Patents, Patent Prosecution, Patent Applications, Patent Portfolio..., Software Development, Software Project..., PACS, Healthcare Information..., DICOM, HL7, HIPAA, Hiring, Team Management, Internet of Things, Microsoft Office, Microsoft Project, Microsoft Word, Blackberry, Blackberry Enterprise...
Education
Franciscan University of Steubenville 1994 — 1998
Communications, Communications: Radio and Television Journalism
Sun Life Financial March 2014 - Present
Sun Life Financial of Canada July 2010 - March 2014
Sun Life Financial February 2009 - July 2010
Sun Life Financial November 2007 - February 2009
Sun Life Financial January 2007 - November 2007
Sun Life Financial June 2004 - January 2007
Clarica Financial Services June 2002 - June 2004
Clarica Financial Services April 2001 - June 2002
Clarica Financial Services June 2000 - April 2001
Clarica Financial Services October 1996 - June 2000
Skills
Business Analysis, PMO, Project Portfolio..., Program Management, MS Project, Project Planning, Resource Management, Change Management, Process Improvement, PMBOK, Project Delivery, Project Plans, Management, Team Leadership, Leadership, SDLC, Digital Marketing, Vendor Management, Business Process..., CRM, Requirements Gathering, PMP, Business Process, Project Management, Business Requirements
Education
Concordia University
McGill University
GoodLife Fitness 2008 - Present
Mexx Canada Company April 2014 - January 2015
GoodLife Fitness May 2006 - April 2013
Clarica Financial Services 2004 - 2006
ALDO Group 2001 - 2004
Skills
Management, Sales, Customer Service, Time Management, Store Management, Team Building, Training, Recruiting, Coaching
Education
St. Lawrence College
Bright Harbour Partners Associate Provost, Human ResourcesUniversity of WaterlooJuly 2009 - September 2012
Cowan Insurance Group October 2002 - September 2005
Clarica Financial Services 1990 - 2002
Skills
Public Speaking, Strategic Planning, Team Building, Health Insurance, Retirement, Insurance, Disability Insurance, Team Leadership, Leadership, Coaching, Policy, Strategy, Change Management, Recruiting, Management Consulting, Training, Risk Management, Leadership Development, Organizational..., Entrepreneurship, Nonprofits, Workshop Facilitation, Program Management
Education
Queen's University
Exec Business
University of Waterloo
Vancouver Coastal Health September 2014 - Present
Healthcare Benefit Trust March 2008 - March 2014
Healthcare Benefit Trust February 2004 - February 2008
Worksafe BC April 2002 - February 2004
Clarica Financial Services January 1998 - April 2002
Skills
Healthcare, Policy, Program Management, Employee Benefits, Social Services, Coaching, Performance Management, Team Building, Customer Service, Strategic Planning, Employee Relations, Leadership, Rehabilitation, Training
Education
Simon Fraser University 1990 — 1995
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science
Extreme Fitness 2000 - 2003
Clarica Financial Services 1997 - 2000
TD Canada Trust 1993 - 1997
Education
University of Toronto at Scarborough 1992 — 1994
BA, Economics
Carleton University 1991 — 1992
economics
Stouffville District Secondary School 1986 — 1991
Richard Dionne Financial Services June 2011 - Present
Sunlife fianacial November 2003 - July 2011
Clarica Financial Services February 1998 - February 2003
Dionne Martial Arts January 1984 - June 2001
MetLife November 1994 - February 1998
Skills
Retirement Planning, Investments, Strategic Financial..., Insurance, Equities, Retirement, Finance, Financial Services, Mutual Funds, Wealth Management, Mortgage Lending, Disability Insurance, Life Insurance, Financial Advisory, Fixed Annuities, Estate Planning, Financial Planning
Education
Canadore College 1979 — 1981
Bachelor of Business Administration (B.B.A.), Hotel, Motel, and Restaurant Management
Nothern Secondary Hogh School
Diploma
Sun Life Financial January 2015 - Present
Jule Creative Communications September 2009 - Present
BlackBerry February 2010 - April 2014
Sun Life Financial Canada August 2005 - April 2009
Sun Life Financial Canada November 2002 - August 2005
Clarica Financial Services August 2002 - November 2002
Wilfrid Laurier University 1995 - 2002
Stage West All Suite Hotel and Theatre 1992 - 1994
Skills
Strategic Communications, Leadership, Corporate Communications, Communications Planning, Internal Communications, Editing, Marketing Communications, Proofreading, Event Planning, Event Management, Marketing Strategy, Online Advertising, Strategy, Communication Training, Media Relations, Web Content, Crisis Communications, Speech Writing
Education
Humber College 1990 — 1993
Public Relations and Communications
Investia Financial Services Inc. August 2008 - Present
Citistar Financial Services Ltd February 2008 - Present
Sunlife Financial January 2003 - February 2008
Clarica Financial Services May 2000 - December 2002
Shanghai merchant Ship Design & Research Institute June 1987 - September 1999
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Insurance, Estate Planning, Pensions, Risk Management, Finance, Critical Illness, Financial Risk, Financial Services, Financial Advisory, Mutual Funds, Portfolio Management, Life Insurance, Investment Advisory, Investment Strategies, Retirement, Disability Insurance, Asset Management, Fixed Annuities, Wealth
Education
Shanghai Jiao Tong University 1983 — 1987
bachalor, engineering
Trenton Golden Hawks (OJHL) April 2011 - Present
Secure-Link Financial Group January 2002 - Present
Clarica Financial Services January 1996 - December 2001
Skills
Leadership, Coaching, Sales Management, Customer Service, Account Management, Strategic Planning, Team Leadership, New Business Development, Sales, Time Management, Sports, Selling, Direct Sales, Marketing, Public Speaking, Team Building
Education
Seneca College of Applied Arts and Technology 1991 — 1993
Law Enforcement
JL Equestrian Centre Inc April 2003 - Present
Manulife Financial 1991 - 2001
Clarica Financial Services 1984 - 1990
Dominion Life Assurance 1980 - 1984
Skills
Team Building, Coaching, Microsoft Office, Customer Service, Budgets, Horse Care, Project Management, Business Analysis, Small Business, Horses, Entrepreneurship, Change Management, Marketing Strategy, Strategic Planning, SDLC
Education
Saint Mary's University 1969 — 1972
Bachelor of Science (BSc), Mathematics
RCS Netherwood 1965 — 1969
BSc
RBC 2004 - Present
Mavrix Fund Management Inc 2003 - 2004
Clarica Financial Services 2001 - 2002
Skills
Business Analysis, Data Analysis, Project Management, Capacity Planning, Database Marketing, WFM, Time Management, Analysis, Query Writing, SQL, SAS programming
Education
McGill University
Bachelor of Arts (B.A.), Economics
George Brown College
Certificate, Adult Learning