Connor Clark & Lunn Private Capital
Industry: Company
DescriptionParent organization: Connor, Clark & Lunn Financial Group Ltd Subsidiary: Connor, Clark & Lunn Private Equity
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Connor Clark & Lunn Private Capital Employees
Connor Clark & Lunn Private Capital May 2015 - Present
Connor Clark & Lunn Private Capital February 2008 - Present
Skills
Investments, Investment Strategies, Family Business, Strategic Financial..., Estate Planning, Retirement Planning, Public Speaking, Foundations, Wealth Management, Entrepreneurship, Portfolio Management, Financial Services, Due Diligence, Finance, Asset Allocation, Private Equity, Mergers & Acquisitions, Financial Analysis, Wealth Management..., Wealth, Investment Advisory, Financial Advisory, Investment Management
Education
Monash University 2001 — 2002
MBA, Finance & Negotiations
Boston College 2002 — 2003
MBA, Finance
UBC Business Families Centre 2011 — 2012
Family Enterprise Advisor Program (FEAP)
University of Victoria 1995 — 1999
Bachelor of Commerce (B.Comm.), Marketing
Connor Clark & Lunn Private Capital July 2015 - Present
Connor, Clark & Lunn Financial Group July 2013 - June 2015
Sherpa Asset Management May 2012 - September 2012
Phillips, Hager & North May 2011 - August 2011
Skills
Teamwork, Public Speaking, Microsoft Excel, Leadership, Financial Analysis, Time Management, Data Analysis, PowerPoint, Trading, Start-ups, Creativity, Efficiency, Investment Strategies, Investment Management, Wealth Management, Wealth Management..., Institutional...
Education
Queen's University 2009 — 2013
Bachelor of Commerce (B.Com. Honours), Finance
University of Bath 2012 — 2012
Management
CSI Institute 2011 — 2012
CSC
Connor Clark & Lunn Private Capital January 2014 - Present
Financial Services June 2013 - December 2013
Manulife Securities February 2004 - May 2013
Raise a Reader 2013 - 2013
Manulife Financial February 2003 - February 2004
Manulife Financial June 1999 - February 2003
Manulife Financial June 1997 - June 1999
Manulife Financial September 1993 - June 1997
Skills
Retirement Planning, Mutual Funds, Wealth Management, Recruiting, Strategic Financial..., Retirement, Insurance, Pensions, Critical Illness, Recruitments, Estate Planning, Asset Allocation, Portfolio Management, Investments, Fixed Annuities, Securities, Management, Financial Services, Investment Advisory, Investment Strategies, Business Development, Financial Advisory, CRM, Financial Planners, High Net Worth..., Asset Management, Relationship Management, Wealth Accumulation, Disability Insurance, Wealth, Investment Management, Life Insurance, Wealth Management..., ETFs, Long Term Care Insurance, Term Life Insurance, Long-term Care, Alternative Investments, Certified Financial..., Equities, Building Relationships, Fixed Income, Personal Financial..., Sales Management, Segregated Funds, Financial Planning
Education
Investment Funds Institute of Canada 2014 — 2014
Exempt Market Product Course
Canadian Securities Institute 2009 — 2009
Conduct and Practices Handbook
Canadian Securities Institute 2009 — 2009
Wealth Management Essentials
Canadian Securities Institute 2006 — 2006
Canadian Securities Course
Financial Planners Standards Council 1999 — 2002
CFP
University of Alberta 1988 — 1993
Bachelor of Arts, Sociology
G&F Financial Group July 2015 - Present
Scotiabank June 2002 - June 2015
Connor Clark & Lunn Private Capital 1996 - 2002
Vancity 1995 - 1996
Skills
Banking, Commercial Banking, Credit, Retail Banking, Credit Risk, Loans, Relationship Management
Education
Simon Fraser University
Bachelor of Business Administration (BBA), Business
British Columbia Institute of Technology
Connor Clark & Lunn Private Capital January 2013 - Present
Connor Clark & Lunn Private Capital October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc. April 2010 - September 2011
ESG Investing Group November 2009 - December 2010
CI Investments May 2006 - November 2008
Assante Wealth Management June 2004 - November 2008
Assante Asset Management December 2002 - June 2004
Assante Advisory Services June 2002 - December 2002
Dundee Wealth Management January 2002 - June 2002
Dundee Securities 1999 - 2002
Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics
Education
Ryerson University
Computer Science
St. Joseph's Convent 1990 — 1994
Canadian Securities Institute
Canadian Securities Course
Green Business League
Certified Green Consultant
Connor Clark & Lunn Private Capital December 2013 - Present
Connor, Clark & Lunn Financial Group August 2013 - December 2013
Assante Wealth Management May 2013 - August 2013
Investors Group August 2012 - May 2013
The Goodyear Tire & Rubber Company April 2011 - September 2011
The Goodyear Tire & Rubber Company April 2010 - September 2010
Skills
Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Economics, Research, Public Speaking, Social Media, Marketing Communications, Microsoft Word, Strategy, Budgets, Business Strategy, Strategic Planning, Data Analysis, Forecasting, Negotiation, Investment Advisory, Leadership, Business Analysis
Education
University of Guelph 2008 — 2012
Bachelor of Commerce, Management Economics in Industry and Finance, With Honours
Connor Clark & Lunn Private Capital March 2004 - Present
Greystone Managed Investments Inc. March 2001 - March 2004
Skills
Investment Strategies, Wealth Management, Risk Management, Hedge Funds, Business Strategy, Portfolio Management, Investment Management, Trading Strategies, Alternative Investments, Investments, Asset Management, Negotiation, Equities, Asset Allocation, Investment Advisory
Education
CFA Institute 1997 — 2000
CFA
University of Alberta 1984 — 1988
B.Sc., Physics & Mathematics
Connor Clark & Lunn Private Capital March 2008 - Present
Cypress Capital Management April 2001 - February 2008
Skills
Global Tactical Asset..., Portfolio Management, Economics, Investment Strategies, Capital Markets, Trading Strategies, Investments, Alternative Investments, Financial Modeling, Private Equity, Mutual Funds, Finance
Education
The University of British Columbia
B.Sc, Biological Sciences