CSI Global Education Inc.
The Canadian Securities Institute is a Canadian organization that offers licensing courses, advanced certifications, continuing education and custom training for financial services professionals in Canada and internationally. Address: 200 Wellington St W, Toronto, ON M5V 3C7, Canada Hours: Closed ⋅ Opens 8AM Thursday8AM–8PMFriday8AM–8PMSaturdayClosedSundayClosedMonday8AM–8PMTuesday8AM–8PMWednesday8AM–8PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Ontario Founded: 1970 Phone: (866) 866-2601 Parent organization: Moody's Overseas Holdings, Inc Subsidiary: The Institute of Canadian BankersPlace name: Category: : : : : : Website: : Website: https://www.csi.ca/ Category: Training Centre Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CSI Posting publicly on the Web Write a review Reviews"Allow me to repeat... regular... no tracking...." "It is just a big money grab with ridiculous prices for their courses." "Customer service is rude and unhelpful." View all Google reviews
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CSI Global Education Inc. Employees
CSI Global Education Inc. ManagerPowerGen1996 - 2001
Skills
Coaching, Adult Education, Customer Experience, Service Management, Team Leadership, E-Learning, Employee Training, Program Management, Management, Leadership, Training, Project Management, Banking, Employee Engagement, Call Centers, Management Consulting, Leadership Development, Training Delivery, Team Building, Customer Service, Change Management, Performance Management, Business Analysis, Analysis, Business Process..., Strategy, Project Planning
Education
CEC Europe 2001 — 2002
ITIL Certification
St. Xavier's College 1985 — 1990
BA, Psychology & Sociology
Saint Elizabeth Health Care May 2014 - Present
KEV Group May 2012 - April 2014
Tempo (Aust) Pty Limited December 2012 - May 2013
bbigg Applications Inc February 2012 - August 2012
derekmaninang.com January 2005 - May 2012
Storage Appliance Corp. April 2010 - February 2012
CSI Global Education Inc. September 2007 - January 2008
Electronic Arts Canada May 2003 - October 2004
Skills
User Interface Design, Graphic Design, Marketing Communications, Adobe Creative Suite, Web Design, 3D Studio Max, Print Production, E-commerce
Education
Seneca College of Applied Arts and Technology 2006 — 2007
Certificate, Gaming
Seneca College of Applied Arts and Technology 2000 — 2004
Diploma, Digital Media Technical Production
MD Financial Management August 2013 - Present
CSI Global Education Inc. June 2012 - Present
CSI Global Education Inc. August 2011 - Present
GoodLife Fitness November 2006 - Present
Schulich School of Business- York University January 2013 - April 2014
DundeeWealth Inc (a division of Scotiabank Global Wealth Management) October 2012 - August 2013
Morningstar July 2008 - July 2011
Manulife Investments October 2007 - July 2008
Conestoga College Institute of Technology and Advanced Learning 2007 - 2008
Manulife Securities March 2006 - October 2007
Skills
Mutual Funds, Strategic Financial..., Investments, Wealth Management, Retirement Planning, Relationship Management, Securities, Financial Services, Retirement, Financial Planners, Pensions, Wealth, Financial Advisory
Education
Dalhousie University
Master of Business Administration (MBA)
CIBC - Private Wealth CPIC, CGAM, CAMI September 2012 - Present
CIBC Wood Gundy December 2011 - September 2012
CSI Global Education Inc. November 2010 - May 2011
Starshot Ventures November 2011 - 2011
Select Precast April 2010 - August 2010
Guayaca Financial Services July 2007 - November 2009
Skills
Project Management, SDLC, Strategic Planning, Business Analysis, Team Leadership, Financial Analysis, Risk Management, Change Management, Microsoft Office, Management, Business Process, Software Documentation, Analysis, SharePoint, Sales, Business Requirements, Access, Vendor Management, Process Improvement, CRM, Training, Visio, Program Management, Leadership, Project Portfolio..., Project Planning, Strategy
Education
Ryerson University 2003 — 2007
Business Commerce, Management, IT, Law
Meridian Credit Union November 2013 - Present
CIBC Imperial Service September 2010 - May 2013
CSI Global Education Inc. July 2011 - February 2012
Lowe's November 2009 - September 2010
Fanshawe College January 2007 - May 2007
ScotiaMcLeod December 2003 - February 2007
RBC July 1990 - December 2003
Skills
Financial Planning, Investments, Retirement Planning, Banking, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Wealth, Retirement, Financial Advisory, Residential Mortgages, Asset Allocation, Financial Services, Fixed Annuities, Insurance, Asset Management, Finance, Relationship Management, Credit Risk, Investment Management, Estate Planning, Pensions, Mortgage Lending, Equities, Credit, Loans, Commercial Lending, Financial Analysis, Risk Management, Credit Analysis, Retail Banking, Refinance, Critical Illness, Investment Strategies, Financial Planners, Business Planning, Bonds, Management, Securities, Investment Advisory, Leadership, Alternative Investments, Consumer Lending
Education
Financial Planning Standards Council
FPSC Level 1 Certification in Financial Planning
McMaster University 1986 — 1990
B.Comm
Arnprior District High School 1982 — 1986
BMO, Institute for Learning 2013 - 2013
Top Drawer Cabinets 2008 - 2012
Top Drawer Cabinets 2008 - 2012
Durham Regional Police August 2011 - September 2011
CSI Global Education Inc. 2009 - 2010
PricewaterhouseCoopers 2000 - 2008
Skills
Employee Relations, Performance Management, Payroll, Training, Policy, Human Resources, Personnel Management, Recruiting
Education
Durham College
Graduate Certificate, Human Resources Management
Human Resources Professionals Association (HRPA)
CHRP Candidate
Moody's Analytics June 2014 - Present
Moody's Analytics December 2010 - June 2014
CSI Global Education Inc. March 2007 - August 2012
The Thomson Corporation January 2003 - March 2007
Institute of Canadian Bankers - Canadian Bankers Association January 2001 - January 2003
Skills
Driving Innovation and..., Managing People, Creating Learning, Marketing Strategy, Business Strategy, Strategic Planning, Strategy Development, E-learning, Customer Insight
Education
Université Laval 1986 — 1989
Management
York University 1981 — 1985
Master of Business Administration (M.B.A.), Marketing and Management
University of Toronto 1980 — 1981
Bachelor's Degree, Secondary Education and Teaching
University of Toronto - University of St. Michael's College 1975 — 1980
Bachelor's Degree, French and History
Harvard Business School
Wormen's Leadership Forum
Notre Dame High School
CFA Institute October 2010 - Present
Augusta Management LP May 2006 - Present
CSI Global Education Inc. June 2009 - June 2010
Skills
Investments
Education
Humber College
Business Management
CSI Global Education Inc. March 2012 - Present
Insurance Institute of Canada November 2011 - March 2012
Financial Planning Standards Council September 1997 - July 2011
Canadian Association of Financial Planners (CAFP) October 1995 - September 1997
Skills
Test Design, Test Management, Training Delivery, Management, Adult Education, Testing, Training, Budgets, Technical Writing, Leadership, Editing, Staff Development, SharePoint, Public Speaking
Education
Brock University 2003 — 2005
Bachelor of Education (Adult Education)
Trent University 1990 — 1995
Bachelor of Arts
Moody's Analytics December 2011 - Present
Achievia Technologies 2006 - Present
CSI Global Education Inc. December 2011 - June 2012
Biosign Technologies Inc. October 2011 - November 2011
Marketlink Solutions 2007 - May 2011
Flavor Technology 2005 - 2006
Skills
Active Directory, DNS, Bind, VMware, Linux, Windows Server, Cisco, Network Administration, SQL Server, System Administration, System Architecture, System Design, Storage Area Networks, Virtualization, Hyper-V, Network Security, Storage Solutions, Network Management..., SNMP, Exchange Server, Group Policy, Microsoft Exchange, Microsoft SQL Server, Cisco Technologies, IIS, VPN, Disaster Recovery, Wireless Networking, Data Center, Web Applications, Cloud Computing, Private Cloud, Hybrid Cloud, Enterprise Architecture, Systems Engineering, Network Virtualization, Capacity Planning, Enterprise Storage, IT Compliance, Application Servers, Citrix, Storage, VMware ESX, Integration, Security, Apache, Troubleshooting, Firewalls, IT Operations, Java
Education
Centennial College 2002 — 2005
Network Professional, Information Technology
Ain Shams University 1996 — 2000
BComm, Commerce
Moody's Analytics August 2012 - Present
CSI Global Education Inc. October 2010 - August 2012
TD Canada Trust November 2007 - October 2009
TD Canada Trust September 2005 - December 2007
Skills
Customer Service, Process Improvement, Microsoft Office, PowerPoint, Strategic Planning, SharePoint, Management, Microsoft Excel, Training, Analysis, Sales, Team Leadership, Strategy, Finance, Event Planning
Education
Ryerson University 2003 — 2008
BA, Major: Equity and Diversity Minor: Human Resources
FreshBooks April 2015 - Present
Workopolis August 2012 - April 2015
Usability Matters July 2011 - August 2012
Workopolis July 2009 - July 2011
CSI Global Education Inc. August 2007 - June 2009
Canadian Mental Health Association, Ontario March 2002 - July 2007
Ontario Science Centre November 2001 - February 2002
Skills
Information Architecture, Interaction Design, User Experience, Usability Testing, Content Strategy, Axure, Prototyping, E-learning, Personas, Heuristic Evaluation, User-centered Design, User Interface Design, Contextual Inquiry, Paper Prototyping, Card Sorting, Information Design, Wire Framing, OmniGraffle, User Scenarios, Prototype, User Experience Design, Persona, CMS, Web Analytics, Usability, Wireframes, User Interface, E-commerce, Mobile Applications, User Research, Digital Strategy
Education
Centennial College 2001 — 2001
Online Writing and Information Design
University of Toronto 1999 — 2000
M.A., English
University of Toronto - University of St. Michael's College 1995 — 1999
Hons. B.A., English
CIBC - Global Operations and Intria January 2011 - Present
CSI Global Education Inc. 2006 - 2010
CIBC 2000 - 2006
Skills
Vendor Management, Training, Leadership, Microsoft Office, Workshop Facilitation, Instructional Design, Leadership Development, Blended Learning, Performance Management, Employee Engagement, Talent Management
Education
Ryerson University 2008 — 2008
Training and Development
George Brown College
Human Resources Management
University of Toronto - Innis College
Hon BA
CallMiner 2015 - Present
CallMiner 2014 - Present
KMI February 2012 - October 2014
KMI 2009 - 2012
KMI 2007 - 2009
CSI Global Education Inc. 2005 - 2007
Profit Systems 2004 - 2006
Skills
Agile Methodologies, Software Project..., SQL, Microsoft SQL Server, SharePoint, Scrum, SDLC, Project Management, XML, Rally, Change Management, Test Automation, User Acceptance Testing, Requirements Gathering, Enterprise Software, Software Development, Requirements Analysis, Business Analysis, Software Quality..., SaaS
Education
University of Newcastle 2002 — 2004
Master of Business Administration, Project Management, Finance
Simon Fraser University 1996 — 2000
Bachelor of Arts (B.A.)
PPP Canada 2014 - Present
Certified Management Accountants of Ontario 2008 - Present
Canada Mortgage and Housing Corporation CMHC / Société canadienne d'hypothèques et de logement SCHL 2006 - 2013
Algonquin College 2005 - 2007
CSI Global Education Inc. 1997 - 2007
Export Development Canada 1996 - 2005
Department of National Defence 1981 - 1994
Skills
Risk Management, Strategic Planning, Corporate Finance, Financial Analysis, Analysis, Investments, Coaching, Contract Negotiation, Banking, Finance, Strategy, Leadership, Risk, Customer Relations, Corporate Governance, Asset Management, Management, Executive Management, Credit Analysis, Managerial Finance, Portfolio Management, Financial Risk
Education
Stanford Graduate School of Business 2008 — 2009
Post Graduate Certificate in Strategic Decision Analysis and Risk Management
Université du Québec à Montréal 2000 — 2005
MBA, Finance and Accounting
Royal Roads & Royal Military College of Canada 1981 — 1985
BA, Political Science (International Affairs)
Pathways to Education Canada September 2014 - Present
Your Fab VA - A Virtual Assistance Company May 2008 - Present
OPSEU Pension Trust June 2007 - September 2014
CSI Global Education Inc. March 2007 - May 2007
The Institute of Canadian Bankers March 2000 - March 2007
Skills
Social Media Marketing, Social Media, Online Advertising, Marketing, Social Networking, Project Management, Entrepreneurship, Coaching, Strategic Planning, Email Marketing, Customer Service, Blogging, Business Development, Sales Management, Team Building, Leadership, SEO, Management, Event Management, Newsletters, Sales, Time Management, Marketing Strategy, Online Marketing, CRM, Start-ups, Business Planning, Marketing Communications, WordPress, Small Business, Strategy
Education
University of Santo Tomas 1987 — 1991
Bachelor of Science (B.Sc.), Business/Commerce, General
University of Santo Tomas 1983 — 1987
High School/Secondary Diplomas and Certificates
TBD May 2015 - Present
Halsall Associates October 2007 - May 2015
CSI Global Education Inc April 2005 - February 2007
Canadian Securities Institute 2005 - 2007
Compugen 2005 - 2006
SecureNet Services May 2000 - March 2005
CDI Education Corporation 1996 - 2002
CDI Education Corporation 1996 - 2002
Institute for Computer Studies 1996 - 2001
Skills
Project Management, Active Directory, SharePoint, Team Building, Strategic Planning, Team Leadership, Business Process..., AIIM Enterprise Content..., AIIM Enterprise Content..., IT Service Management, Virtualization, ITIL, Leadership, Security, Cloud Computing, Data Center, VPN, CRM, Disaster Recovery, VMware, TCP/IP, Vendor Management, Consulting, Information Technology, Windows Server, Training, Software Documentation, IT Management, System Administration, Integration, MS Project, Quality Assurance, Microsoft SQL Server, Infrastructure, Business Analysis, Program Management, Requirements Analysis, IT Strategy, Microsoft Exchange, Project Planning, Microsoft Project
Education
CDI College 1997 — 1997
Prince of Wales Collegiate
Headcan Health Education Media October 2012 - Present
Lyceum Health November 2010 - Present
Piper Consulting December 2009 - November 2010
CSI Global Education Inc. January 2003 - December 2009
Simvest Corporation 2000 - 2002
A.T. Kearney 1999 - 2000
Humford Management 1991 - 1997
University of Alberta Faculty of Business 1988 - April 1990
Skills
Strategic Planning, Strategy, Business Strategy, New Business Development, Digital Health, Patient Support Programs, Start-ups, Management, Management Consulting, Market Research, Program Management, Business Development, Marketing Strategy, Healthcare, Negotiation, Product Development, Cross-functional Team...
Education
The University of Western Ontario - Richard Ivey School of Business 1997 — 2000
MBA, Management Consulting
University of Alberta 1983 — 1987
BCom
Harry Ainlay Composite High School
York University May 2016 — Present
Greater Toronto Airports Authority Mar 2008 — Feb 2016
Canadian Securities Institute Apr 2015 — Jul 2016
Greater Toronto Airports Authority March 2008 — December 2008
Ontario Public Service July 2007 — February 2008
CSI Global Education Inc. April 2005 — July 2007
Hain Celestial Canada May 2004 — December 2004
Palladium Development Company February 2003 — April 2004
Lopez Holdings Corp. March 1999 — July 2002
Citibank November 1996 — March 1999
Skills
Financial Analysis, Financial Modeling, Business Planning, Budgeting, Project Finance, Variance Analysis, Corporate Treasury, Technical Presentations, Capital Structure, M&A experience, Equity Research, Investor Relations, Strategic Financial..., Budgets, Treasury Management, Analysis, Accounting, Forecasting, Strategy, Training, Equities, Finance, Cross-functional Team..., Business Analysis, Outsourcing, Mergers & Acquisitions, Restructuring, Corporate Finance, Financial Planning
Education
Society of Management Accountants 2005 — 2007
CMA
Canadian Securities Institute (CSI) 2005 — 2005
Canadian Securities Course
Asian Institute of Management 2000 — 2001
Diploma on Leadership
De La Salle University 1989 — 1992
BS Accountancy
San Beda College 1985 — 1989
High School
Nelson Education February 2008 - Present
LexisNexis Canada Inc. July 2007 - January 2008
Carswell, a Thomson Reuters business April 2005 - July 2007
CSI Global Education Inc. September 2003 - November 2004
National Service Call Centre - PWGSC September 2002 - July 2003
Skills
Customer Service, Abstract Paintings, Acrylic Painting, Visual Arts, Graphic Design, Illustration, Leadership, Coaching, Process Improvement, Microsoft Office, Proofreading, Troubleshooting, Time Management, Social Networking, Editing, Publishing, Blogging, Team Leadership, Account Management, Project Management, Teamwork, Research, Copy Editing, Employee Training, Highly detail oriented, Bilingual English-French
Education
Dawson College 1987 — 1990
DEC Creative Arts, Illustration & Design
Dawson College 1986 — 1990
DEC, Creative Arts
CSI Global Education Inc. May 2009 - October 2011
CSI Global Education Inc. January 2007 - May 2009
CSI Global Education Inc. January 2005 - January 2007
CSI Global Education Inc. September 2003 - January 2005
ScotiaMcLeod August 1998 - August 2003
ScotiaMcLeod 1997 - 1998
RBC Dominion Securities 1996 - 1997
RBC Dominion Securities 1994 - 1996
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Mutual Funds, Investments, Strategic Planning, Financial Services, Strategy, Marketing Strategy, Management, Leadership, Portfolio Management, Equities, Investment Strategies, Asset Management, Securities, Business Development, Relationship Management, Project Management, Capital Markets, Team Leadership, Financial Advisory, Fixed Income, Cross-functional Team..., Sales, Program Management, Asset Allocation, Product Management, Business Analysis, Investment Management
Education
Dalhousie University
MBA, Financial Services
Seneca College of Applied Arts and Technology
Post Graduate Diploma, International Business
Western University
B.A., Commerce & Administration
National Basketball Association (NBA) April 2015 - Present
BRAND Advertising & Marketing March 2014 - Present
Match Marketing Group 2012 - 2014
OSL Marketing January 2011 - December 2012
Ariad Custom Communications 2009 - January 2011
CSI Global Education Inc. 2006 - 2009
Advocis (The Financial Advisors Association of Canada) 2004 - November 2006
Skills
Direct Marketing, Advertising, Marketing Strategy, Digital Marketing, Marketing Communications, Direct Mail, Marketing Management, Account Management, Creative Briefs, Brief Writing, Financial Sector, Key Account Management, Strategic Planning, Business Development, Consumer Insight, Team Mentoring, Brand Development, Brand Development..., Branding & Identity, Relationship Management, Teamwork, Cross Functional..., National Campaigns, Campaign Management, Creative Direction, Proposal Leadership, Budget Forecasts, Management, Marketing, Strategy
Education
University of Windsor
Bachelor's degree
St. Clair College
Business, Marketing
Financial Services Commission of Ontario October 2009 - Present
TD Bank Financial Group 2006 - 2008
CSI Global Education Inc. 2002 - 2006
CSI Global Education Inc. 1999 - 2002
CSI Global Education Inc. 1998 - 1999
Skills
Policy Analysis, Public Policy, Qualitative Research, Research, Stakeholder Engagement, Analysis, Editing, Project Management, Program Development, Strategic Planning, Risk Management, Team Leadership
Education
William & Mary 1995 — 1997
M.A., Anthropology
McGill University
University of Toronto
Acosta Sales & Marketing September 2015 - Present
Cogeco Cable November 2012 - Present
Cogeco Cable October 2013 - August 2015
Cogeco Cable January 2012 - January 2013
CSI Global Education Inc. November 2007 - December 2011
Campbell Soup Company January 2002 - March 2007
Ocean Spray Cranberries January 2000 - January 2002
Ocean Spray Cranberries February 1996 - December 1999
Danone INternational Brands January 1994 - February 1996
Mott's Canada - Division of Cadbury Beverages August 1986 - January 1994
Skills
Cross-functional Team..., Business Strategy, Strategic Planning, Team Leadership, Marketing Strategy, Leadership, Management, Process Improvement, Sales, B2B, Strategy, Customer Experience, Digital Marketing, Sales Management, Brand Management, CRM, Retail, Customer Satisfaction, Negotiation, Competitive Analysis, Direct Sales, Marketing, Brand Development, P&L Management, Product Management
Education
McMaster University 1982 — 1986
B. Commerce, Marketing
Response Innovations August 2010 - Present
Bowman & Associates May 1999 - Present
CSI Global Education Inc. 2006 - 2007
HEPCOE Credit Union (now Meridian) 2003 - 2004
AdCulture Group Inc. May 1996 - May 1999
DuPont Canada Inc. 1994 - 1996
London Free Press 1988 - 1993
Cormark Communications Inc. 1983 - 1988
Marketing Communication 1983 - 1983
Totalmarketing Inc. 1979 - 1982
Skills
Marketing Communications, Direct Marketing, Integrated Marketing, Advertising, Direct Mail, B2B, Public Relations, Special Events, Sales Support, Brand Development, Marketing Management, Marketing Strategy, Product Launches, Strategic Communications, Account Management, Event Planning, Advertising Sales, Marketing, Media Relations, Market Research, Social Media, Leadership, Strategy, Management, Digital Marketing, Email Marketing, Online Marketing, Brand Management, Digital Strategy, New Business Development
Education
Fanshawe College 1973 — 1975
Broadcast Arts
Everest College September 2011 - 2015
CSI Global Education Inc. February 2006 - December 2009
First Canadian Title 2004 - 2005
Sun Life Financial 2002 - 2003
Spectrum Investments 1991 - 2002
Skills
Employee Benefits, Human Resources, Personnel Management, Recruiting, HR Policies, Marketing, Performance Management, Mergers, Onboarding, Talent Management, Change Management, Employee Engagement, Deferred Compensation, Management, Leadership, Employee Relations
Education
McGill University
CHRM, Human Resources Management
CSI Global Education Inc.
Skills
Financial Analysis, Budgets, Strategic Financial..., Business Planning, Analysis, Process Improvement, Risk Management, Financial Reporting, Forecasting, Strategic Planning, Business Strategy, Mergers & Acquisitions, Strategy, Finance, Financial Modeling, Managerial Finance, Leadership, Financial Planning
Education
King's University College 1984 — 1986
BA, Economics
RBC August 2014 - Present
RBC June 2010 - Present
CSI Global Education Inc. January 2009 - November 2010
CSI Global Education Inc. April 2006 - December 2008
CSI Global Education Inc. August 2005 - April 2006
CSI Global Education Inc. January 2003 - August 2005
Simvest Solutions 1998 - 2002
Skills
Analytics, Strategy, Customer Insight, Cross-functional Team..., Process Improvement, Project Management, SDLC, Marketing Strategy, Analysis, Business Intelligence, Team Leadership
Education
Queen's University 1989 — 1994
BScH, Biology and Psychology
Moody's Analytics July 2014 - Present
CSI Global Education Inc (a division of Moody's Analytics) December 2009 - June 2014
CSI Global Education Inc. November 2008 - June 2009
Bell Canada 2006 - 2008
Bell Canada 2001 - 2006
Bell Canada 1998 - 2001
Bell Canada 1997 - 1998
Skills
Employee Relations, Personnel Management, Human Resources, Performance Management, Management, Leadership, Program Management, Strategic Planning, Strategy, Recruiting, Training, Change Management, Process Improvement, Deferred Compensation, Project Management, Cross-functional Team..., Talent Management, Organizational...
Education
Sheridan College 1997 — 2005
Human Resources Management Certificate
Shaw's Business College 1975 — 1977
Legal Secretarial Diploma
Monarch Park Secondary School 1970 — 1975
Ready for my Next Career Challenge in Learning and Development March 2012 - Present
CSI Global Education Inc. June 2009 - March 2012
Educational and Personal February 2006 - May 2009
TD Canada Trust May 2005 - January 2006
Maritime Life January 1991 - June 2001
Skills
Instructional Design, Analysis, Documentation, Research, Process Improvement, Change Management, Process Engineering, Coaching, Organizational..., Customer Service, Technical Writing, Problem Solving, Writing, E-learning, Microsoft Office, Needs Analysis, Adult Education, Technical Training, Instructor-led Training, Training Delivery, ADDIE, Blended Learning, Mentoring, Content Development, Business Process..., Storyboarding, E-Learning, Team Building, Training, Learning Management..., Employee Training, Project Planning, Software Documentation
Education
University of Toronto 2014 — 2014
Project Managment
HRPA
Centennial College
Hospitality Marketing Administration, Travel and Tourism
CIBC December 2013 - Present
CIBC Asset Management January 2010 - December 2013
CSI Global Education Inc. November 2001 - June 2008
Skills
Portfolio Management, Sales, Wealth Management, Mortgage Lending, Mutual Funds, Relationship Management, Financial Planning, Financial Services, Retail Banking, Retirement Planning
Education
The University of British Columbia / UBC 1991 — 1993
Master of Business Administration (MBA), Finance
Simon Fraser University 1988 — 1991
Bachelor of Business Administration (BBA), Finance
Moody's Analytics October 2011 - Present
CSI Global Education Inc. April 2011 - October 2011
Franklin Templeton Investments January 2008 - April 2011
CIBC February 2002 - January 2008
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Financial Services, Finance, Project Planning, Investments
Education
York University - Schulich School of Business 2008 — 2012
MBA
Tianjin University 1991 — 1995
Kotwal Consulting January 2010 - Present
CSI Global Education Inc. March 2005 - December 2009
Purchasing Management Association of Canada January 2000 - March 2003
Advocis November 1976 - November 1998
Skills
E-Learning, Adult Education, Editing, Insurance, Training, Wealth Management
Education
University of Detroit Mercy
MBA
University of Pune
B.Comm
Seneca College September 2013 - Present
Humber College September 2007 - Present
Rasatec Inc July 2007 - Present
CECAP - Continuing Education Course Application Process January 2006 - Present
CSI Global Education Inc. January 1996 - July 2007
Skills
E-Learning Consulting, Curriculum Development, Curriculum Design, Distance Learning, Instructor-led Training, Curriculum Assessment, Writing, Technical Editing, Educational Technology, Teaching, Instructional Design, Coaching, Adult Education, Classroom, Training, College Teaching, Higher Education, E-Learning, Staff Development
Education
Humber College 2008 — 2009
Teaching Effectiveness Certificate, Adult and Continuing Education and Teaching
CSI Global Education 1990 — 2006
FMA Designation, CIM Designation, FCSI Designation, Investments and Financial Planning
University of Wisconsin-Madison 2001 — 2002
Certificate in Distance Education, Adult and Continuing Education and Teaching
Schulich School of Business 1983 — 1986
MBA, Finance
Laurentian University/Université Laurentienne 1974 — 1978
Honours Bachelor of Psychology, Psychology and Religious Studies
Scotia Securities February 2007 - Present
CSI Global Education Inc. March 2009 - Present
CSI Global Education Inc. May 2000 - February 2007
TD Asset Management Inc December 1999 - May 2001
TD Asset Management March 1999 - December 1999
Bank of America April 1998 - March 1999
American Express Bank January 1986 - January 1997
Amex Banking January 1989 - January 1994
Amex Banking January 1986 - January 1989
Skills
Investment Management, Distance Learning, Banking, Strategic Financial..., Securities, Compliance, Investments, Financial Services, Mutual Funds, Risk Management
Education
CSI Global Inc 2000 — 2007
FCSI
Cairo University 1982 — 1986
Bachelor of Arts (B.A.), Economics and Political Sciences
407 ETR November 2012 - Present
AGF Management Limited March 2011 - November 2012
CSI Global Education Inc. October 2010 - March 2011
Mutual Fund Dealers Association of Canada October 2008 - October 2010
Mutual Fund Dealers Association of Canada May 2007 - October 2008
Skills
Analysis, Business Process..., Business Requirements, Enterprise Architecture, Business Analysis, Requirements Gathering, Mutual Funds, Securities, Java, Microsoft SQL Server, Business Systems..., Informatica, SDLC, Risk Management, Oracle SQL, Technical Requirements..., Appian, Corticon, Requirements Analysis, DB2, Business Process Design, Business Process, Compliance, Large Systems..., Process Improvement, SQL, Visio, User Acceptance Testing, Scrum, Agile Leadership, Agile Application..., Agile Project Management, Agile Methodologies
Education
University of Toronto 2010 — 2011
Business Analyst Certificate, Continuing Education
University of Guelph 2003 — 2007
B.Comp, Computer Science
RBC Wealth Management June 2006 - Present
CSI Global Education Inc. 2000 - 2006
Education
McMaster University
B.Comm
CSI Global Education Inc. October 2001 - Present
Lachesis Solutions January 2000 - September 2001
Skills
SQL, SDLC, Microsoft SQL Server, Oracle, XML, Software Project..., Business Analysis, HTML, Analysis, Requirements Analysis, E-Learning, Microsoft Office, User Experience, Business Process..., Web Analytics, Analytics, Cross-functional Team..., Training, Systems Analysis, Business Intelligence, Microsoft Exchange, SharePoint
Education
Brock University 1996 — 2000
Computer Science, Computer Programming
CSI Global Education Inc. September 2005 - Present
Micro-Intel 1992 - 2004
Education
UQAM 1988 — 1991
M.Sc. A. Informatique de Gestion
Steve Lowden and Associates November 2009 - Present
CSI Global Education Inc. May 2004 - May 2009
Sun Life Financial February 2002 - June 2003
Sun Life Financial June 1999 - February 2002
Sun Life Financial May 1998 - June 1999
Spectrum Investments 1996 - 1998
Skills
Employee Engagement, Leadership, Leadership Development, Talent Management, Strategic Planning, Change Management, Personnel Management, Performance Management, Strategy, Employee Relations, Human Resources, Recruiting, Training, Organizational Design, Management, Process Improvement, Deferred Compensation
Education
Athabasca University 2008 — 2010
Executive MBA
University of Toronto - Rotman School of Management 2005 — 2006
Advanced Program in HR Management
The University of Western Ontario 1982 — 1985
English/History
Ministry of Government Services January 2013 - July 2013
St. Michael's Hospital April 2012 - October 2012
CSI Global Education Inc. July 2011 - March 2012
University Health Network June 2009 - April 2010
Skills
Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Financial Reporting, Investments, Forecasting, Analysis, Portfolio Management, Managerial Finance, Risk Management, Derivatives, Data Analysis, Capital Markets, Banking, Accounting, Oracle Financial, Microsoft Excel, Economics, Corporate Finance, Variance Analysis
Education
Ryerson University 2008 — 2012
Bachelor of Commerce, Finance
RBC December 2012 - Present
RBC August 2007 - January 2013
CSI Global Education Inc June 2006 - August 2007
CIBC April 2005 - May 2006
KPMG Canada May 1998 - July 2003
Skills
Needs Analysis, Employee Engagement, Instructional Design, Blended Learning, E-Learning, Learning Management, Performance Management, Training Delivery, Performance Consulting, Training, Workshop Facilitation, Leadership Development, Change Management, Coaching
Education
OISE 2000 — 2000
Certificate, Adult Learning
Humber College 1996 — 1997
Human Resource Management
Carleton University
BA (Honours), Psychology