Credential Financial
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11 Credential Financial employees in database. Find out everything there's to know about Credential Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credential Financial Employees
CREDENTIAL FINANCIAL September 2012 - Present
Penson Financial Services January 2010 - September 2012
Desjardins Financial Security January 2006 - January 2010
Brockhouse Cooper January 2005 - January 2006
BMO Nesbitt Burns January 1993 - January 2002
Skills
Trading, Fixed Income, Equity Trading, Derivatives, Bloomberg, Options, Investments, Equities, SDLC, Commodity, Capital Markets, Operational Risk, Proprietary Trading, FX trading, Trading Strategies, Risk Management, Foreign Exchange, Technical Analysis, FX Options, Electronic Trading, Financial Markets, Financial Services, Securities, Trading Systems, Mutual Funds, Back Office, Wealth Management, Asset Management, Financial Risk, Hedge Funds, Bonds, Market Data, Middle Office, Relationship Management, Series 7, Market Risk, Portfolio Management, Equity Derivatives, Swaps
Education
Concordia University
HSBC Global Asset Management (Canada) Limited October 2013 - Present
Vancity December 2012 - September 2013
HSBC Global Asset Management (Canada) Limited December 2010 - December 2012
Blue Water Sailing Sabbatical July 2009 - September 2010
Credential Financial March 2007 - June 2009
HSBC Asset Management 2002 - 2007
Phillips, Hager & North Investment Management, Vancouver January 2000 - January 2001
Marketing CIBC January 1994 - January 1999
CIBC Wealth Management 1997 - 1999
CIBC Financial Planning Inc 1997 - 1998
Skills
Product Development, Marketing Communications, Wealth Management, Research, Investments, Product Management, Securities, Strategy, Risk Management, Business Development, Mutual Funds, Financial Planning, Competitive Analysis, Sales, Project Management, Leadership, Marketing, Management, Sales Operations, Program Management, Financial Services, Strategic Planning, Business Analysis, Training, Portfolio Management, Financial Advisory, Corporate Communications, Retail, Strategic Financial..., Budgets
Education
University of Canterbury
Bachelor of Commerce, Business Administration
Canadian Securities Institute
Professional Financial Planning (PFP), Canadian Securities Course
West Vancouver Continuing Education
Project Management
Sauder School of Business
Executive Education – Business Writing
Credential March 2014 - Present
Credential November 2011 - March 2014
Credential May 2009 - October 2011
Credential Financial February 2006 - May 2009
Clarica Investco Inc January 2004 - January 2006
Clarica Financial (A Sun Life Company) August 2002 - January 2006
Sun Life Financial January 2000 - November 2005
Sun Life Financial April 2000 - August 2002
Skills
Insurance, Estate Planning, Investments, Succession Planning, Financial Planning, Retirement Planning, Strategic Financial..., Tax, Mutual Funds, Financial Advisory, Long-term Care, Wealth Management, Investment Advisory, Training, Fixed Annuities, Wealth, Business Planning, Investment Strategies, Retirement, Life Insurance, Financial Planners, Certified Financial...
Education
Canadian Institute of Financial Planning
Financial Planning Standards Council
CFP, Financial Planning
Advocis 1988 — 1993
CLU, Estate and Financial Planning
Canadian Institute of Financial Planning 1983 — 1987
CFP, Financial Planning
University of Alberta 1977 — 1981
BSc, Specialization in Zoology
Investments Hardware Ltd. January 2015 - Present
Solutions, Your Organized Living Store June 2013 - Present
Credential Financial March 2011 - April 2012
KindleBit Solutions January 2010 - July 2010
SBwebx Solutions Private Limited June 2009 - January 2010
Skills
.NET, Software Development, Flash, Team Management, Web Applications, CSS, Microsoft SQL Server, JavaScript, SQL, HTML, Dreamweaver, WordPress, ASP, Website Development, Web Development
Education
Humber College 2012 — 2013
Postgraduate, Management
Panjab University 2006 — 2009
Bachelor, Commerce
Credential October 2012 - Present
Fiver Media June 2008 - November 2008
Riptown Media August 2006 - May 2008
Riptown.com Media February 2006 - August 2006
Credential Financial November 2004 - January 2006
Credential Financial August 2004 - October 2004
Credential Financial November 2002 - July 2004
Skills
Agile Methodologies, Testing, Software Project..., Test Planning, Agile Project Management, Scrum, Analysis, Requirements Gathering
Education
Danube Technologies
CSM, Certified Scrum Master
Springboard SPC
Software Testing & QA Techniques
The University of British Columbia
Requirements Analysis & Specs
The University of British Columbia 1990 — 1991
2 years of BA
TD November 2013 - Present
TD Bank Group June 2011 - Present
Credential Financial Inc. September 2010 - June 2011
Credential Financial 2004 - 2010
Skills
Banking, Financial Advisory, Financial Planning, Mutual Funds, Portfolio Management, Risk Management, Wealth Management, Wealth, Wealth Management..., Securities, Retirement Planning, Investments, High Net Worth..., Investment Advisory, Leadership, Program Management, Strategic Financial...
Education
Concordia University
BSc, Biology
Cambrian Credit Union June 1999 - Present
Credential Financial September 2007 - Present
The CUMIS Group 1995 - 1999
The Co-operators 1990 - 1995
Skills
Mortgage Lending, Consumer Lending, Credit, Strategic Planning, Banking, Loans, Budgets, Retail Banking, Portfolio Management, Credit Analysis, Financial Services, Risk Management, Strategic Financial..., Lines Of Credit, Mutual Funds, Wealth Management, Investments, Investment Advisory, Program Management
Education
Canadian Securities / Professional Programs
PDO, CSC, IFIC, LUA, CFP
Queen's University
Executive Program
Stanford University
Strategic Decision & Risk Management Program
University of Winnipeg
Business Administration
Red River College
Industrial Relations / Construction Technology
CUTASC May 2014 - Present
BCMEA 2015 - 2015
Connor, Clark & Lunn Financial Group March 2013 - May 2014
Goldcorp Inc April 2011 - March 2013
Providence Health & Services February 2010 - February 2011
Credential Financial September 1999 - March 2009
Education
Kwantlen Polytechnic University 1996 — 1998
CIS
The University of British Columbia 1994 — 1996
Bachelors, Psychology
Stockwatch September 2009 - Present
Credential Financial April 2009 - May 2009
Credential December 2008 - April 2009
Canaccord Financial 2009 - 2009
Credential May 2008 - November 2008
Skills
Equities, Social Media, Marketing Strategy, Mutual Funds, Marketing Communications, Business Strategy, Marketing, Public Relations, Press Releases, Copywriting, Entrepreneurship, Strategy, Market Research, Research, Corporate Communications, Social Media Marketing, Strategic Communications, Online Marketing, Editing, Blogging, Media Relations, Copy Editing, Email Marketing, Brand Development, Social Networking, Finance
Education
McGill University 2002 — 2006
B.A., English and North American Studies
De La Salle College "Oaklands" 1996 — 2002
Ontario Secondary School Diploma