Desjardins Financial Security
Industry: Insurance company
DescriptionDesjardins Financial Security is the life and health insurance arm of Desjardins Group, the leading financial institution in Quebec and the largest cooperative financial group in Canada. DFS registered a record-breaking revenue data in 2016, with a year-over-year increase of 12.5%. Headquarters: Canada Founder: Guy Cormier Founded: 1948 Parent organization: Desjardins Financial Corporation Inc. Number of employees: 4,811 (December 31, 2017) Subsidiaries: Desjardins Financial Security Life Assurance Company, Asset Management Arm,
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Desjardins Financial Security Employees
Granville West Group May 2006 - Present
Desjardins Financial Security November 1999 - March 2006
Skills
Critical Illness, Disability Insurance, Employee Benefits, Life Insurance, Healthcare, Health Insurance, Retirement, Insurance, Brokers, Long-term Care, Term Life Insurance, Strategic Financial..., Pensions, Financial Planners, Retirement Planning, Mutual Funds, Wealth Management, Customer Service, Financial Planning
Education
British Columbia Institute of Technology 1998 — 2000
Dip, Financial Management
CAPREIT April 2015 - Present
GCF Toronto September 2009 - Present
CAPREIT August 2013 - April 2015
Desjardins Financial Security April 2011 - May 2012
Desjardins Financial Security June 2004 - March 2011
Skills
Administrative..., Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Health Insurance, Call Centers, Employee Benefits, Lotus Notes, Life Insurance, Data Entry, Claim, Insurance, Outlook, Disability Insurance, Accounts Receivable, Payroll, Administrative..., Problem Solving, Teamwork, Time Management, Training
Education
Maryknoll College
Bachelor of Arts (B.A.), Business Administration
Seneca College of Applied Arts and Technology
Sun Life Financial June 2014 - Present
Qualified Financial Services (QFS) January 2013 - June 2014
Desjardins Financial Security May 2006 - January 2013
SuccessNow Inc. September 2002 - April 2006
CIBC January 1996 - September 2002
FutureGrowth Investment Group March 1993 - December 1995
D.J. Quinton & Associates May 1990 - March 1993
Skills
Critical Illness, Insurance, Retirement Planning, Disability Insurance, Health Insurance, Strategic Financial..., Investments, Sales Management, Financial Advisory, Asset Management, Estate Planning, Employee Benefits, Succession Planning, Fixed Annuities, Financial Planners, Retirement, Long-term Care, Life Insurance, Term Life Insurance, Wealth, Wealth Management, Mutual Funds, Pensions, Investment Advisory, Long Term Care Insurance, Wealth Accumulation, Investment Strategies, Financial Services, Asset Allocation, Whole Life, Retirement Savings, Savings, Wealth Management..., Income Protection, Personal Finance, Universal Life, Group Insurance, Securities, Brokers, Defined Benefit, High Net Worth..., Underwriting, Relationship Management, Financial Planning
Education
Mount Saint Vincent University 1984 — 1990
BBA, Finance and Marketing
Halifax West
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
RBC Dominion Securities September 2015 - Present
Caisse Desjardins - Notre-Dame-de-Grâce - Vaudreuil-Dorion December 2013 - September 2015
Caisse Desjardins Notre-dame-de-Grâce February 2013 - December 2013
Desjardins Financial Security November 2010 - March 2013
Freedom 55 Financial March 2010 - November 2010
New Roots Herbal April 2008 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Critical Illness, Disability Insurance, Mutual Funds, Strategic Financial..., Team Leadership, Retirement Planning, Life Insurance, Fixed Annuities, Wealth Management, RRSP, TFSA, Retirement Savings, Group Benefit Plans, Permanent Life Insurance, Group Insurance, Wealth Accumulation, Term Life Insurance, Retirement, Financial Planning
Education
IQPF - Institut Québécois de Planification Financière 2013 — 2013
Planification financière - Financial planning
Concordia University 2005 — 2009
Bachelor of Commerce (B.Comm.), Management, minor finance
John Abbott College 2002 — 2004
D.E.C., Social Sciences
Desjardins Financial Security March 1999 - Present
Education
Laurentian & Ryerson, George Brown, Humber College
Laurentian University/Université Laurentienne 1989 — 1993
Bachelor of Science, Nursing. Registered Nurse
Humber College, Ryerson University, George Brown College 1999 — 2001
Desjardins Financial Security Life Assurance Company June 2014 - Present
Formation De Vente January 2010 - Present
Total Net Distribution inc September 2006 - December 2010
Desjardins Financial Security August 1999 - December 2007
Skills
DES, French, International Relations, Business Strategy, Marketing Communications, Marketing Strategy, Strategic Planning, Change Management, Marketing, Team Management, Team Leadership, B2B, Organizational..., Web 2.0, Management Consulting, Public Relations, New Business Development, Customer Service, English, Team Building
Education
Université de Montréal - HEC Montréal 1994 — 1998
BAA, Entrepreneurship, Management
Desjardins Financial Security 2011 - Present
Industrielle Alliance 2010 - 2011
AXA 2005 - 2010
Davis and Henderson, Credit Solutions Group 2001 - 2006
Skills
Customer Service, Change Management, Event Management, Health Insurance, Disability Insurance, Insurance Claims, Coaching, Administration, Customer Satisfaction, Customer Relations, Customer Experience, Process Improvement, Organizational..., Team Leadership, Situational Leadership, Entrepreneurial Skills, Customer Retention, Insurance, Life Insurance, Human Resources, DES, Employee Benefits, Risk Management, Service client, Gestion des risques
Education
Université de Sherbrooke / Sherbrooke University 2012 — 2015
M.B.A., Management
Fellow Life Management Institut 2010 — 2013
LOMA courses, Insurance
HEC Montréal 2003 — 2009
B.A.A., Management
Desjardins Financial Security August 2010 - Present
Mercer November 2006 - August 2010
Towers Perrin January 2000 - November 2006
Skills
Actuarial Science, Retirement, Investments, Pensions, Product Development, Marketing, Pension Funds, Investment Strategies
Education
Université de Montréal 1992 — 1995
Bachelor, Mathematics
Montreal November 2012 - Present
Sun Life Financial November 2013 - November 2014
Desjardins Financial Security May 2008 - November 2012
Industrielle Alliance August 2005 - January 2007
Morneau Shepell August 2003 - September 2004
SSQ Groupe financier Financial Group May 1996 - December 2002
Skills
Pensions, Retirement, Investments, Group Benefits Plans, New Business Development, Contract Negotiation, Sales Presentation..., Client Relations Skills, Retirement Planning, Insurance, Mutual Funds, Financial Services, Strategic Financial..., Employee Benefits, Wealth Management, Asset Management, Assurance
Education
HEC Montréal
BA, Marketing
Benefits and Beyond Inc. 2007 - Present
Big Sky Enterprises and Services 2000 - Present
GBL Solutions 2011 - 2012
Optimed Software 2009 - 2011
IBEX 2008 - 2009
Desjardins Financial Security 2002 - 2004
Great-West Life Assurance Company 1998 - 2002
Skills
Customer Service, Marketing Strategy, Public Speaking, Design, develop and..., Building Community..., Human Resources, Small Business, Training, Program Management, Employee Benefits, Team Building, Communication, Strategic Planning, Business Planning, Event Management, New Business Development, Team Leadership, Change Management, Sales
Education
St. Francis Xavier University 2014 — 2015
Adult Education Diploma, Adult and Continuing Education and Teaching
Winnipeg Transition Centre 2013 — 2013
Completed the Practical Workshop Facilitation Skills Certificate
University of Manitoba 2007 — 2012
CACE, Adult Education
Certified Employee Benefit Specialist 1997 — 2008
CEBS, GBA, RPA
University of Manitoba 1991 — 1997
Commerce, Marketing and Human Resources
Dale Carnegie Courses
Participant in Leadership Winnipeg
Results Centered-Leadership
Desjardins Financial Security March 2013 - Present
TD Financial Group May 2010 - September 2012
TD Financial Group November 2003 - May 2010
TD November 2008 - March 2009
TD December 2000 - October 2003
TD January 1997 - April 2000
TD March 1994 - March 1996
TD March 1992 - March 1994
Canada Trust December 1988 - March 1992
Skills
Retail Banking, Banking, Commercial Banking, Credit, Loans, Small Business Lending, Mortgage Lending, Consumer Lending, New Business Development, Leadership, Coaching, Customer Service, Insurance, Management, Training, Commercial Mortgages, Home Equity Lines of..., Financial Services, Sales, CRM, Investments, Finance, Sales Management, Relationship Management, Lines Of Credit, Residential Mortgages, Credit Analysis, Mutual Funds, Debt Consolidation, Financial Advisory, Risk Management, Branch Management, Wealth Management, Commercial Lending, Strategy, Refinance, Retirement Planning, Credit Risk, Cross Selling, Investment Advisory, Customer Experience, Strategic Financial..., Cash Management, Financial Planning
Education
Seneca College of Applied Arts and Technology 1988 — 1989
honors diploma, Tourism and Travel Services Management
Sacred Heart Catholic High School, Newmarket 1984 — 1987
Diploma, High School
Our Lady of the Annunciation Catholic School 1980 — 1984
elementary
VarageSale July 2015 - Present
SPOTR October 2014 - June 2015
Wajam May 2012 - September 2014
Dakis Decision Systems January 2011 - June 2012
Ecole de Technologie Superieure May 2011 - August 2011
Sologlobe August 2009 - December 2009
Desjardins Financial Security January 2008 - August 2008
Skills
Software Engineering, MySQL, Scala, Java, ElasticSearch, Lucene, Hadoop, Ruby on Rails, Pig, UML, Scalability, JavaScript, Git, Scrum, Linux, Web Development, Architecture, IntelliJ IDEA, PHP, jQuery, Python, Eclipse, C#, Object Oriented Design, C++, Visual Studio, Software Development, SQL, MapReduce, Databases, Design Patterns, Apache Spark, HBase, Vim, Github, Agile, Ruby, Django, CSS, Subversion, JSON, Distributed Systems, Agile Methodologies
Education
Université du Québec - Ecole de Technologie supérieure 2008 — 2011
Bachelor's degree, Software engineering
Collège François-Xavier-Garneau 2006 — 2008
DEC, Computer Science
CIBC September 2014 - Present
CIBC (INTRIA) April 2004 - Present
Desjardins Financial Security 2002 - 2004
IBM 2000 - 2001
Skills
Marketing Communications, Brand Development, Adobe Creative Suite, Strategic Planning, Business Strategy, Marketing Strategy, Direct Marketing, Relationship Management, Corporate Communications, Business Analysis, Product Management, Marketing, Social Media, Social Media Marketing, Financial Services
Education
Northwood University 2001 — 2002
BBA, Marketing & Management
Sheridan College 1997 — 2000
Diploma, Marketing
Tampa Bay Rays June 2015 - September 2015
Motorola September 2014 - June 2015
Big Surf Beer Co. June 2014 - August 2014
Suites Lindamar May 2009 - August 2014
The University of British Columbia September 2013 - May 2014
The University of British Columbia June 2012 - May 2014
Coral Beach Farms Ltd July 2012 - April 2013
Desjardins Financial Security October 2012 - February 2013
Skills
PowerPoint, Excel, Social Media, Word, Facebook, Microsoft Office, Social Networking, Sports, Teamwork, Spanish, Economics, Statistics, Microsoft Excel, Time Management, Management, Customer Service, Teaching, Marketing, Data Analytics, Microsoft Word, Data Analysis, Leadership, Team Leadership, Analytics, SPSS, English, Java
Education
Northwestern University 2014 — 2015
Master's Degree, M.S. in Analytics candidate at Northwestern University, 3.8/4 GPA
The University of British Columbia 2009 — 2014
Economics, Economics, Mathematics, 80.3/100
Stanford University 2013 — 2013
Summer Institute of General Management, Business
The University of Edinburgh 2011 — 2012
Economics, Economics
Cornell University 2012 — 2012
Certificate of Marketing Strategy for Business Leaders (eCornell), Marketing
Financière Sun Life 2011 - 2013
Services de cartes Desjardins 2008 - 2011
Desjardins Financial Security June 2006 - February 2008
Sanmina-SCI 2003 - 2004
Astec 1998 - 2002
Skills
Change Management, Risk Management, French, Project Management, Team Leadership, Team Management, MS Project, Process Improvement, Business Strategy, Business Process..., Management, Human Resources, Coaching, Budgets, DES
Education
Université du Québec - Télé-université
Administration
HEC Montréal
Administration
Université de Montréal - Ecole polytechnique de Montréal
Desjardins Financial Security May 2005 - Present
Desjardins Financial Security Life Assurance Company 2013 - 2013
Desjardins Financial Security Life Assurance Company 2013 - 2013
Ressources Mutuelles 2004 - 2005
St. Andrew's Group Ireland 1997 - 2004
Skills
Marketing Communications, Team Leadership, English, Event Planning, Public Relations, Insurance, Disability Insurance, Health Insurance, Life Insurance, Employee Benefits
Education
Université de Sherbrooke / Sherbrooke University 2003 — 2004
Master of Business Administration (MBA)
Essec Business School Paris / ESSEC MBA 1992 — 1996
Bachelor of Business Administration (B.B.A.), International Finance
Bucksport High School 1991 — 1992
High School Diploma
Desjardins Financial Security June 2013 - Present
Aon Risk Solutions April 2012 - May 2013
Aon Risk Services January 2011 - April 2012
Aon Risk Solutions February 2010 - December 2011
Aon Risk Solutions April 2009 - February 2010
Aon Risk Solutions December 2008 - April 2009
Buckley Insurance Brokers February 2008 - November 2008
TD Meloche Monnex January 2007 - February 2008
Canadian Premier Life Insurance Company February 2005 - January 2007
American Express July 2002 - January 2005
Skills
Leadership, Management, Cross-functional Team..., Insurance, Change Management, Risk Management, Commercial Insurance, Underwriting, Property & Casualty..., General Insurance, Customer Service, Sales, Business Development, Negotiation, Sales Management, Team Leadership, Brokers, Professional Liability, Strategic Planning, Relationship Management, Sales Operations, Casualty, Claims Management, New Business Development, Account Management, Process Improvement, Business Analysis, Commercial Lines, Budgets, Financial Services, Operations Management, Casualty Insurance, Strategic Leadership, Group Benefit Plans, Health Insurance, Sales Process, Business Strategy, Team Building, Disability Insurance, Training, Coaching, Call Centers
Education
Bayview Secondary School
Ontario Secondary School Diploma, Business/Managerial Economics
Ryerson University
BA, Marketing Management
RBC Insurance May 2015 - Present
ACT actuaires January 2015 - April 2015
Lessard Consultation April 2014 - December 2014
Desjardins Financial Security February 2009 - March 2014
Normandin Beaudry January 2008 - February 2009
Université de Montréal 2006 - 2007
Skills
Actuarial Science, Disability Insurance, Health Insurance, Insurance, Employee Benefits, Risk Management, Pensions, Defined Benefit, Access, Critical Illness, Life Insurance, Underwriting, Investments, Term Life Insurance, Retirement, Property & Casualty...
Education
Cegep de Sherbrooke
DEC en sciences de la nature
Fellow of the Canadian Institute of Actuaries
Fellow of the Society of Actuaries
Université de Montréal
B. Sc., Mathematiques (concentration actuariat)
Desjardins Financial Security August 2012 - Present
Freedom 55 Financial November 2009 - July 2012
Freedom 55 Financial October 2009 - July 2012
American Income Life June 2009 - November 2009
Morell Kelly- Personal Injury Law Firm September 2008 - November 2008
Kozlowski & Company January 2008 - April 2008
Zehrs Markets January 1994 - January 2002
Skills
Languages, American Sign Language, Spanish, conversational French, Legal Writing, Customer Service, Client Services, Comprehensive Planning, Financial Planning, Term Life Insurance, Individual Life, Permanent Life Insurance, Critical Illness, Disability Insurance, Group Benefit Plans, corporate asset transfer, Individual Health..., Strategic Financial..., Insurance, Fixed Annuities
Education
Durham College 2009 — 2009
Financial services, Insurance
Paralegal Program TriOS College 2006 2006 — 2007
Paralegal and Business admin Diploma, Law
TriOS College of Business 2006 — 2007
Paralegal, Legal
St David's CSS
OSSD, High School/Secondary Diplomas and Certificates
Toxique Trottoir January 2015 - June 2015
Desjardins January 2013 - April 2014
Desjardins Financial Security October 2010 - January 2013
École Vision School December 2009 - June 2010
Candid Records January 2004 - December 2005
Skills
Public Speaking, Leadership, Customer Service..., Research, International Relations, Business Strategy, Project Management, Music Publicity, Event Management, Translation, Training, Digital Transformation, Digital Strategy, Digital Marketing, Social Media Marketing, Performing Arts, Studio Recording, Music Industry
Education
Université de Montréal - HEC Montréal 2014 — 2015
Master of Business Administration (M.B.A.)
Harvard University 2005 — 2009
Bachelor of Arts (B.A.), French and Spanish Literature, theater concentration
Desjardins Financial Security September 2007 - July 2014
Desjardins Financial Security December 2001 - August 2007
Skills
Project Management, Insurance
Education
University of Montreal 1996 — 2000
French Studies
Collège Ahuntsic
DEC Graphisme, Communications graphiques
Desjardins Financial Security October 2013 - Present
Desjardins Financial Security October 2010 - October 2013
Desjardins Financial Security Life Assurance Company 2008 - October 2010
Desjardins Financial Security Life Assurance Company 2006 - 2008
AEGON Canada / Transamerica 2005 - 2006
IBM Global Services August 1999 - April 2003
Monark Equipment Corp. 1995 - 1999
RCG Global Services 1993 - 1995
Monark Equipment Corp. 1991 - 1993
ANSCOR Insurance Broker 1987 - 1991
Skills
Training & Development, Marketing Strategy, Sales Management..., Social Media Marketing, Insurance, Project Management, CRM, Retirement Planning, Financial Planning, Finance, Life Insurance
Education
De La Salle University 1983 — 1987
BS, Computer Science
Desjardins Financial Security May 2011 - Present
National Bank of Canada August 2010 - May 2011
Skills
Actuarial Science, VBA
Education
Concordia University 2007 — 2010
Bachelor In Science, Actuarial Mathematics
SFL Partenaire de Desjardins Sécurité financière December 1998 - Present
Desjardins Financial Security 2001 - 2003
Caisses Desjardins 1974 - 1998
Skills
Français, Retraite, Assurance
Education
HEC Montréal 1991 — 1994
Gestion d'entreprise
Desjardins Financial Security April 2010 - Present
Sun Life Financial January 2009 - August 2009
WELLNX Life Sciences 2006 - 2007
Iovate Health Sciences 2001 - 2006
Skills
Disability Insurance, Marketing Strategy, Term Life Insurance, Retirement Planning
Education
Ryerson University 1999 — 2003
Public Relations
Payella Production Services (Owner Operator) 2000 - Present
Desjardins Financial Security 2011 - August 2013
20th Century Fox 1995 - 2000
Skills
Disability Insurance, Segregated Funds, Critical Illness, Health Insurance, Term Life Insurance, Life Insurance, Estate Planning, Small Business
Education
British Columbia Institute of Technology 2012 — 2014
Marketing Management (Professional Sales), Currently Enrolled
Business Career College 2011 — 2011
Life Licence, LLQP
Desjardins Financial Security April 2011 - Present
Sun Life Financial May 2007 - April 2011
Manulife Financial January 2005 - May 2007
Maritime Life March 2003 - January 2005
Canada Life September 2000 - March 2003
Insurance Corporation of British Columbia March 2000 - June 2000
Skills
Healthcare, Life Insurance, Health Insurance, Workers Compensation, Critical Illness, Term Life Insurance, Benefits Administration, Retirement, Long-term Care, Brokers, Fixed Annuities, Retirement Planning, Pensions, Underwriting, Liability
Education
British Columbia Institute of Technology / BCIT
Marketing/Marketing Management, General
Banque Nationale January 2013 - Present
Université de Montéal March 2011 - January 2013
GFV Consultation privé January 2010 - March 2011
Desjardins January 2004 - December 2009
Desjardins January 1999 - December 2003
Desjardins Financial Security January 1990 - December 1998
Skills
PMO, Architecture, Infrastructure, IT Strategy, Project Management, Enterprise Architecture, IT Management, Project Portfolio..., Data Center, Business Strategy
Education
Université de Montréal 1983 — 1985
M.Sc., Mathématiques
Université de Montéal 1981 — 1982
B.Sc., Mathématiques
Université de Sherbrooke 1979 — 1980
B.Sc., Math & IT
TNT Risk Management Enterprises 2011 - Present
Desjardins Financial Security May 2007 - Present
TD Life Insurance May 2010 - January 2011
Combined Life Insurance February 2006 - April 2007
Skills
Health Insurance, Group Benefit Plans, Segregated Funds, Life Insurance, Risk Assessment, Communication, Compliance, Loyal, Leadership, Customer Service, Strategic Planning, Small Business, Multi Tasking, Close Attention to..., Personal Development, People Skills, Problem Solving, Sales, Negotiation, Benefits Design, Credit, Mortgage Lending
Education
Seneca College of Applied Arts and Technology 1984 — 1987
Business Mangagment, Marketing, Forcasting, Propecting
Maria Harrison-Edge January 2014 - Present
Harrison-Edge PC Training & Consulting September 1998 - March 2014
Fred Pryor Seminars October 2011 - November 2013
OneWorksGroup August 2013 - September 2013
WindReach Farm June 2011 - April 2012
Community Lifecare Inc. May 2006 - January 2011
Desjardins Financial Security 1997 - 2011
Community Living Toronto 2000 - 2006
Rogers Media September 1996 - December 2005
Harrison-Edge Training & Consulting - Rogers Communication 1996 - 2005
Skills
Microsoft Office, Teaching, Excel, Administration, Software Training, Outlook, Windows, Word, PowerPoint, Microsoft Word, Microsoft Excel, Hands-on Training, E-Learning, System Administration, Customer Service, Visio, Photoshop, XP, Windows 7, Training, Computer Hardware, Software Documentation, Access, Team Building, Technical Support, Program Management, Budgets, SharePoint, Team Leadership, Troubleshooting, Training Delivery, Instructor-led Training, Technical Writing, Leadership, Needs Analysis, Technical Training, Employee Training, Instructional Design, Windows XP
Education
Seneca College of Applied Arts and Technology 1986 — 1989
IBM Canada Inc. 1987 — 1987
Kipling Collegiate Institute 1975 — 1980
Secondary Graduation Diploma
Desjardins Fédération April 2012 - Present
Sigma Assistel August 2007 - April 2012
Desjardins Financial security August 1998 - August 2006
Corby Spirit and Wine Limited August 1996 - August 1998
Education
Interactive Advertising Bureau of Canada 2011 — 2011
Mobile marketing
Colloguy et association canadienne du marketing 2010 — 2010
Loyalty marketing
École promédia 2006 — 2007
Techniques professionnelles en communication et journalisme parlé
Institut canadien des valeurs mobilières (ccvm) 2001 — 2002
Cours sur le commerce des valeurs mobilières
Université de Montréal - HEC Montréal 1996 — 1998
M.Sc, Marketing
HEC Montréal 1992 — 1995
BAA, Marketing
Signet Financial Group Ltd. January 2012 - Present
Desjardins Financial Security February 1997 - January 2012
Future Shop January 1995 - February 1997
Skills
Disability Insurance, Critical Illness, Employee Benefits, Health Insurance, Insurance, Life Insurance, Term Life Insurance, Group Insurance, Retirement Planning, Long-term Care, Retirement, Underwriting, Management, Customer Service, Sales, Brokers, Benefits Administration, Strategic Planning, Leadership, Coaching, Financial Planning, Pensions, Benefits Negotiation, Compensation & Benefits, marketing
Education
Dalhousie University 2006 — 2009
Group Benefits Associate Certificate, Certified Employee Benefits Specialist
Douglas College 1992 — 1995
Marketing Management, Marketing
Investors Group January 2014 - Present
HSBC October 2011 - September 2013
Investors Group Financial Services Inc. March 2011 - April 2011
Desjardins Financial Security October 2010 - December 2010
Citibank March 2007 - September 2009
Finansbank March 2005 - March 2007
Skills
Portfolio Management, Banking, Financial Services, Mutual Funds, Credit, Wealth Management, Management, Investments, Strategy, Financial Risk, Insurance, Loans, Finance, Credit Risk, CRM, Strategic Financial..., Relationship Management
Education
University of Toronto 2013 — 2013
Certificate, Financial Accounting
Seneca College of Applied Arts and Technology 2010 — 2011
Post Graduate Diploma, Financial Services
Anadolu Üniversitesi 1998 — 2002
Bachelor's degree, Economics
Desjardins April 2015 - Present
Desjardins October 2013 - Present
Desjardins July 2012 - September 2013
Desjardins Financial Security May 2012 - June 2012
Desjardins October 2011 - April 2012
Société marseillaise de crédit April 2009 - September 2009
CIC July 2008 - August 2008
Price Waterhouse Coopers July 2007 - August 2007
Skills
bilingualism, stress resistant, hard working, Financial Analysis, Financial Reporting, Teamwork, Customer Service, Microsoft Office, Mutual Funds, Problem Solving, Banking, Administration, Business Analysis, FMS, FundSERV, CDS, DTC
Education
Aix-Marseille Université 2008 — 2009
Master, Banking and finance
université toulouse I 2006 — 2007
Licence, sciences economiques
ILSC Education Group February 2013 - Present
ILSC Education Group October 2011 - December 2012
Desjardins Financial Security October 2003 - June 2011
Placements Elantis 2000 - 2003
Skills
Marketing Strategy, Marketing Communications, Online Marketing, Photoshop, E-commerce, Social Media Marketing, Event Planning, Language Teaching, Teaching Adults, Teaching, French, conversational French, Spanish, English, International Relations, Translation, Public Relations, Intercultural..., Social Networking, Public Speaking, Market Research, Social Media
Education
ILSC 2011 — 2011
Teaching Certification, French as a second or foreign language
Concordia University 2005 — 2006
Marketing
Canadian Marketing Association
Certificate, E-Marketing
Université du Québec à Montréal
Desjardins 2014 - Present
Desjardins Financial Security 2008 - 2012
Desjardins 2004 - 2008
Aube Technologies (Honeywell Division) 2003 - 2003
Steelcase 2000 - 2002
Fido Solutions 1999 - 2000
Aube Technologies (Honeywell Division) 1998 - 1999
Skills
Marketing Strategy, Marketing Communications, Market Research, Strategy
Education
Université Paris Dauphine 2012 — 2014
Executive MBA
Université du Québec à Montréal 2012 — 2014
Executive MBA
Université de Montréal - HEC Montréal 1994 — 1997
Bachelor of Business Administration (BBA)
Institut de tourisme et d'hôtellerie du Québec 2014 — 2015
ITHQ Signature program (ITHQ Diploma), Découverte du vin II
Université du Québec à Montréal 2003 — 2006
Graduate Diploma, Modern Architecture and Heritage
Collège Jean-de-Brébeuf 1985 — 1992
Desjardins Financial Security December 2011 - Present
Desjardins Financial Security March 2013 - May 2015
Morneau Shepell August 2007 - November 2011
Sun Life Financial September 2002 - July 2007
Fidelity Investments May 2000 - September 2002
Fidelity Investments January 1998 - May 2000
Greyhound Canada Transportation March 1998 - December 1998
Crown Life Insurance Company June 1991 - March 1998
D.A. Townley & Associates Ltd. March 1987 - June 1991
Skills
CanFitPro Certified..., Relationship Management, Strategic Planning, Change Management, Business Strategy, New Business Development, Consulting, Project Management, Training, Strategy, Sales Management, Management, Profit, Process Engineering, Pensions, Performance Management, Customer Service, Policy Analysis, Customer Satisfaction, Retirement, Networking, Employee Benefits, Employee Relations, Team Leadership, Sales Process..., CRM, Retirement Planning, Insurance, Human Resources, Risk Management, Marketing Strategy, Business Development, Coaching, Financial Services, Business Planning, Leadership, Recruiting, Mutual Funds, Critical Illness, Disability Insurance, Investments
Education
Erickson College 2008 — 2013
Solutions Based Coaching
British Columbia Institute of Technology 1990 — 1993
Business Management
Staffix Professional Staffing February 2015 - Present
Advisorassistant.ca 2010 - Present
Eroc Professional Recruitment May 2013 - January 2014
Elby Professional Recruitment May 2010 - May 2013
Desjardins Financial Security 2008 - May 2010
Excel Funds Management Inc. 2006 - 2008
Sentry Select Capital Corp. 2004 - 2006
Franklin Templeton Investments January 2002 - January 2004
Investment Planning Counsel 2000 - 2002
Skills
Recruiting, Talent Acquisition, Leadership, Executive Search, Talent Management, Financial Services, Investments, Human Resources, Insurance, Sales, Hiring, Wealth Management, Technical Recruiting, Building Relationships, New Business Development, Banking, Team Building, Sales Management, Portfolio Management, Accounting, Contract Recruitment, Coaching, Financial Planning, Sourcing, Social Media, Investment Advisory, Risk Management, Recruitment Advertising, Investment Strategies, College Recruiting, Social Networking, Succession Planning, Asset Management, Investment Banking, Sales Recruitment, Employee Hiring, Financial Markets, Sales Trainings, Recruitment/Retention, Headhunting, Head Hunter, Toronto, Ontario, Full-cycle Recruiting, Job Search, Job Search Strategies, Credit Unions, Partner Recruitment, Financial Services..., Resume Writing
Education
Sheridan College 1993 — 1996
Business Administration- Finance Diploma, David Campus
High School 1988 — 1992
Desjardins Financial Security May 2007 - Present
SSQ Financial Group February 2005 - May 2007
Traduction Proteus November 2003 - February 2005
MedPlan Communications January 2002 - November 2003
Skills
Translation, Proofreading, Editing, English, Linguistics, French, Corporate Communications, Copy Editing, Research, Social Media, Customer Service, Technical Translation, Public Relations, Localization, Foreign Languages, Marketing Communications, Writing, Copywriting
Education
McGill University 1994 — 1997
B.A., Stylistiques et Traduction
Glendon College 1993 — 1994
Desjardins Financial Security November 2010 - Present
Standard Life of Canada May 1999 - May 2006
Montreal Stock Exchange 1994 - 1999
National Bank Financial January 1994 - December 1994
JFS Entreprises November 1984 - November 1989
Levesque Beaubien Inc./National Bank Financial November 1984 - May 1989
Education
HEC Montréal 1991 — 1995
Finance
Université du Québec à Montréal 1981 — 1983
Business Administration
Collège Ahunstic 1976 — 1979
Social Science - Option Law
Desjardins Financial Security 2005 - Present
Global Insurance Solutions Inc 2003 - 2014
REIN Canada 2008 - 2010
Skills
Disability Insurance, Critical Illness, Investments, Strategic Financial..., Mortgage Lending, Financial Planners, Insurance, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Wealth Management
Education
Российский Химико-Технологический Университет им. Д.И. Менделеева / Mendeleyev University of Chemical Technology of Russia 1970 — 1975
Chemical Engineer, Chemical technology of petroleum refining and gas processing
Hydro-Québec August 2014 - Present
Banque Laurentienne October 2012 - August 2014
Hydro Québec February 2011 - August 2011
Hydro Québec October 2010 - February 2011
Heenan Blaikie LLP April 2010 - October 2010
Drakkar June 2009 - January 2010
Association des Étudiants des Cycles Supérieurs de l'École Polytechnique de Montréal September 2008 - January 2009
Desjardins Financial Security May 2007 - August 2007
The City of Edinburgh Council May 2006 - August 2006
La Concierge April 2005 - June 2005
Skills
Microsoft Office, Change Management, Coaching, Microsoft Excel, Performance Management, Employee Relations, French, Team Leadership, Strategic Planning, Human Resources, English, Teamwork, Management, Customer Service, Recruiting, Talent Management, Microsoft Word, Project Management, Analysis, Organizational...
Education
University College Dublin 2011 — 2012
Master of Science (MSc), Msc Human Resource
2005 — 2008
BAA, Gestion des ressources humaines
IUT Claude Bernard Lyon 1 2004 — 2005
DUT, Techniques de commercialisation
Cégep Ste-Foy 2002 — 2005
Techniques administratives, Management et marketing
Desjardins Financial Security September 1983 - Present
Desjardins Financial Security Independent Network 1983 - Present
Mutual Life of canada 1989 - 1996
Skills
Retirement, Strategic Financial..., Investments, Life Insurance, Mutual Funds, Insurance, Disability Insurance, Financial Advisory, Long-term Care, Financial Planners, Financial Services, Critical Illness, Health Insurance, Finance, Personal Finance
Education
Financial Planners Standards Council 1999 — 2002
CFP, Certified Financial Planner
Dalhousie University 1982 — 1983
D.P.A., Public Administration
Dalhousie University 1969 — 1973
B.P.E., Physical Education
Hub Financial September 2011 - Present
CORE FINANCIAL 2011 - Present
City Of Hamilton August 2005 - January 2012
Desjardins Financial Security July 2007 - September 2011
RBC Insurance February 2006 - June 2007
Freedom 55 Financial March 2002 - November 2006
IBM Canada Ltd. 2000 - 2001
Skills
Investments, Insurance, Financial Planners, Retirement, Portfolio Management, Estate Planning, Business Continuity..., Health Insurance, Disability Insurance, Critical Illness, Segregated Funds, Mutual Funds, Estate Tax Planning, Capital Gains Tax, Retirement Planning, Strategic Financial..., Long-term Care, Savings, Securities, Term Life Insurance, Risk Management, Team Building, Financial Risk, Pensions, Wealth Management, Life Insurance, Small Business, Investment Strategies, Wealth, Employee Benefits, Investment Advisory, Succession Planning, Financial Services, Finance, Fixed Annuities, Personal Finance, Wealth Accumulation, Asset Management, Wealth Management..., Personal Financial..., Retirement Savings, Long Term Care Insurance, Relationship Management, Asset Allocation, Universal Life, Whole Life, Underwriting, Brokers, Financial Planning
Education
University of Ottawa 1993 — 1997
B.A. Hons., Mass Communication
Carleton University 1993 — 1996
Bachelor of Arts (B.A.), Mass Communication
St. Andrew's Presbyterian College 1984 — 1985
Economics
Florida Air Academy 1980 — 1984
St. Mary's College, Port-of-Spain 1977 — 1980
Westmoreland School
ENCON Group Inc. July 2013 - Present
Desjardins Financial Security May 2008 - January 2013
Skills
Insurance, Life Insurance, Analysis, Health Insurance, Employee Benefits, Critical Illness, Underwriting, Term Life Insurance, Claim
Education
George Brown College 2007 — 2009
Innobec December 2014 - Present
Matrox September 2007 - November 2014
Matrox January 2007 - May 2007
Desjardins Financial Security May 2004 - December 2005
Skills
Software Engineering, C++, Software Design, Visual Studio, Debugging, Object Oriented Design, C, Software Development, Linux, Multithreading, Programming, Visual C++, OOP, Parallel Processing, Crash Dump Analysis, Cross-platform..., Microsoft Concurrency..., MFC, Python, CUDA, Software Architectural...
Education
École de technologie supérieure 2003 — 2007
B. Eng., Electrical Engineering, Computer Science specialisation
Cégep Ahuntsic 2000 — 2003
DEC, Electrical Engineering Technologies/Technicians
Rheinmetall Canada Inc. January 2012 - Present
Autodesk May 2011 - August 2011
Cadens Imaging August 2010 - April 2011
Bentley Systems September 2009 - January 2010
Desjardins Financial Security 2008 - 2009
Skills
C++, Java, Software Engineering, Agile Methodologies, .NET, Object Oriented Design, Continuous Integration, Qt, Integration, Android Development, Git, Programming, JavaScript, Unit Testing, Computer Vision, Software Development, C#, UML, Eclipse, Visual Studio, Scrum, Python
Education
Université de Sherbrooke 2007 — 2011
Bachelor's degree, Computer Engineering
Udacity
Front End Web Developper
Desjardins Financial Security February 2013 - Present
Standard Life 2006 - 2013
Skills
Retirement, Financial Markets, Investments, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Advisory, Wealth Management, Financial Services, Pensions, Investment Strategies, Asset Management, Equities, Relationship Management, Asset Allocation, Financial Planning
Education
Autorité des marchés financiers 2011 — 2011
Certificate, Insurance of Persons
Canadian Securities Institute 2008 — 2008
Canadian Securities Institute
Concordia University 2002 — 2005
Sun Life Financial June 2014 - Present
Desjardins Financial Security January 2011 - June 2014
Desjardins Financial Security April 2007 - January 2011
Desjardins Financial Security January 2002 - April 2007
Sun Life Financial June 1999 - December 2001
Sun Life Financial October 1997 - June 1999
Sun Life Financial February 1997 - October 1997
Laurentian Imperial 1994 - 1995
Skills
Writing Skills in..., Business Communications, Group Benefits..., Fellow, Life Management..., Media Relations, Insurance, French, English, Corporate Communications, Strategy
Education
Université de Sherbrooke 1998 — 2002
MBA, Business Administration and Management, General
Concordia University 1990 — 1996
Bachelor of Arts, Translation
Marianopolis College 1987 — 1989
DEC, Pure and Applied Sciences
Durocher
EB Knowledge
EB Knowledge
Smitten Kitten May 2014 - Present
Desjardins Financial Security September 2011 - August 2012
Desjardins Financial Security June 2007 - August 2010
Star Fashion May 2008 - August 2008
Counsel Public Affairs Inc, Toronto, Ontario July 2006 - August 2006
Skills
Graphic Design, Research, Editorial Design, Motion Graphics, Packaging Design, Branding & Identity, Web Design, Video Editing, Adobe Creative Suite, Typography, Photography, HTML, CSS, Social Media, Mac OS X, Microsoft Office, Lotus Notes, Windows 7, Piano
Education
OCAD University 2012 — 2016
Bachelor of Design, Graphic Design
McMaster University 2006 — 2012
Bachelor of Arts, Classics
Birchmount Park Collegiate Institute 2002 — 2006
Ontario Secondary School Diploma
Desjardins Financial Security August 2009 - Present
GlobalFinancial January 2009 - Present
Desjardins Financial Security Life Assurance Company 2010 - 2015
Desjardins Financial Security Life Assurance Company 2010 - 2015
Haatipa Ltd 2005 - 2013
kidoo Financial Services 2010 - 2012
Sukusuku Business & IT Consultants January 2007 - March 2009
Ford Motor Company February 1994 - October 2008
Placage Omnispec, Montreal January 1988 - January 1992
National Board for Small Scale Industries January 1984 - January 1987
Skills
Tax Accounting, Non-profits, Budgeting, Business Analysis, Sales Management, Financial Planning, Insurance, Educational Technology, Budgets, Strategic Financial..., Nonprofits, Financial Analysis, Sales, Project Planning, Small Business, Strategic Planning, Sales Operations, Leadership, Business Strategy, New Business Development, Entrepreneurship, Business Process..., Management
Education
Wilfrid Laurier University 2005 — 2008
MBA, Strategic Management
Concordia University 1988 — 1991
Cert., Quality Control
Kwame Nkrumah' University of Science and Technology, Kumasi 1979 — 1984
BSc, Mecahanical Engineering
Desjardins Financial Security June 2004 - Present
Heinsoo Insurance June 1997 - August 2001
Skills
Customer Service, Recruitment, Performance Management, Recruiting, Employee Relations, Insurance, Employee Benefits, Human Resources
Education
Seneca College of Applied Arts and Technology 2001 — 2002
Human Resources Management
University of Toronto - University College 1993 — 1997
BA, Finnish, German
Industrial Alliance July 2013 - Present
Desjardins Financial Security November 2008 - July 2013
Desjardins Financial Security January 2005 - November 2008
Desjardins Financial Security March 2002 - January 2005
Sun Life Financial January 1999 - March 2002
Sun Life Financial July 1987 - January 1999
Skills
Management, Marketing Strategy, Marketing Communications, Marketing, Insurance, Direct Marketing, Business Strategy, Marketing Management, CRM, Retirement, Business Development, Strategy, Strategic Planning, Marketing Research, Digital Marketing, Corporate Communications, B2B, Email Marketing
Education
Bishop's University 1984 — 1987
BBA, Business administration
Desjardins Financial Security February 2003 - Present
Arbonne International Canada 2014 - 2015
Winnipeg Cycle Club 2011 - 2013
Guaranty Realty Investments Ltd. 1983 - 1989
John A. Flanders 1979 - 1982
Skills
Employee Benefits, Group Benefits, Life Insurance, Insurance, Pensions, Disability Insurance, Health Insurance, Critical Illness, Customer Service, Retirement Planning, Underwriting, Mutual Funds, Retirement
Education
CEBS
Canadian Securities Course
Red River College
Business Administration, Business Law, Accounting
Red River College
Human Resources Management/Personnel Administration, General
University of Manitoba
Bachelor of Arts
Desjardins 2014 - Present
GTI Canada 2012 - 2012
Desjardins Financial Security 2010 - 2012
Hôpital Charles LeMoyne 2006 - 2010
Skills
Windows XP Professional, Windows 7, Windows Server, SQL Server 2000-2008, SQL Injection, Cisco IOS, Cisco Security, Cisco Switches, VMware, VMware ESX, VMware Server, VMware Infrastructure, VMware Workstation, C#, CSS, DOS, HTML, PHP, Powershell, Firewalls, ASA, VPN, Encryption, IDS, IPS, Social Engineering, CMS, Drupal, Wordpress, Adobe Acrobat, Photoshop, Ubuntu, Microsoft SQL Server, XP, Linux System..., Security, Virtualization, Network Administration, Active Directory, IIS, Network Security, vSphere
Education
Université Laval / Laval University 2012 — 2014
Bachelor's Degree, Computer Science
College Edouard-Montpetit 2008 — 2012
Associate's Degree, Network and System Administration/Administrator
HEC Montreal 2007 — 2007
Business Administration and Management, General
Medavie Blue Cross August 2013 - Present
Medavie Blue Cross June 2012 - August 2013
Medavie Blue Cross May 2011 - June 2012
Desjardins Financial Security December 2008 - April 2011
Ministry of Finance & Ministry of Revenue 2006 - 2008
Campus Living Center 2006 - 2007
Cineplex Odeon Pickering 8 2002 - 2005
Skills
Customer Service, Social Networking, Time Management, Insurance, Team Building, Analysis, Microsoft Excel, Budgets, Training, Microsoft Office, Microsoft Word, Software Documentation, Sales, Editing, Management, Advertising, Health Insurance
Education
St. Clair College 2005 — 2008
Advanced Diploma, Music Theatre Performance
Pine Ridge Secondary School 2002 — 2005
O.S.S.D.
Télélangues International Limitée 2010 — 2010
French, Level 1
National Financial Insurance Agency (NFIA) October 2014 - Present
Equitable Life April 2010 - August 2014
La Capitale Financial Security Insurance Company April 2007 - November 2009
Desjardins Financial Security June 2000 - April 2007
Skills
Disability Insurance, Critical Illness, Life Insurance, Term Life Insurance, Participating Whole..., Long Term Care Insurance, Estate Planning, Wealth Accumulation, Distribution Strategies, Customer Service, Sales Presentations, Presentation Development, Contract Negotiation, Sales Management, New Business Development, Strategic Planning, Start-ups, Marketing Strategy, Public Speaking, Investments, Retirement, Retirement Planning, Fixed Annuities, Insurance, Universal Life, Financial Planners, Wealth Management, Long-term Care, Investment Advisory, Health Insurance, Sales, Pensions, Whole Life, Group Insurance, Strategic Financial..., Employee Benefits, Financial Advisory, Wealth, Financial Services, Brokers, Investment Strategies, Underwriting, Financial Planning
Education
McMaster University 1991 — 1992
John Hancock Financial Services January 2014 - Present
John Hancock Financial Services January 2013 - January 2014
John Hancock Financial Services March 2011 - December 2012
John Hancock Financial Services February 2009 - February 2011
Concordia University July 2008 - September 2008
Mercer September 2007 - December 2007
Desjardins Financial Security January 2007 - April 2007
Skills
Actuarial Science, GGY Axis, Fixed Annuities, ALM, Reinsurance
Education
Concordia University 2005 — 2008
B.Sc., Actuarial Mathematics/Finance
Heritage Education Funds Inc. January 2009 - Present
Desjardins Financial Security January 2008 - Present
Self-Employed June 2003 - January 2008
Education
Seneca College of Applied Arts and Technology 2000 — 2003
Business
Desjardins Financial Security August 2011 - Present
Desjardins Financial Security June 2007 - August 2011
Prosure Insurance Agencies Ltd. October 1994 - June 2007
Skills
Health Insurance, Disability Insurance
Education
Ryerson University 1990 — 1994
B.Comm, Marketing
Desjardins Financial Security August 2011 - Present
CALU 2000 - 2013
Credential Financial Inc. January 2010 - November 2011
Daystar Financial Group Inc. March 2007 - March 2009
Standard Life 1999 - 2005
WMS (Barbados) Inc. 1995 - 1999
Toronto Mutual Life Insurance Company 1990 - 1995
Canada Life Assurance Company 1989 - 1990
Skills
Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Estate Planning, Critical Illness, Disability Insurance, Retirement, Financial Services, Financial Planners, Life Insurance, Financial Advisory, Leadership, Relationship Management, Employee Benefits, Small Business, Strategic Planning, Team Building, Fixed Annuities, Business Development, Wealth Management..., Wealth, Management, Sales Management, Succession Planning, Term Life Insurance, Strategy, Long-term Care, Finance, Health Insurance, Investment Advisory, Pensions, Financial Planning, Business Owner Planning
Education
Ivey Business School at Western University 2005 — 2007
MBA, Executive MBA
Advocis 2005 — 2005
RHU, Registered Health Underwriter
Advocis 2004 — 2005
CLU, Chartered Life Underwriter
Society of Trust and Estate Practitioners 2001 — 2002
TEP, Registered Trust and Estate Practitioner
University of Guelph 1995 — 1998
BA, Political Science, Economics and Spanish
Investissement Québec October 2014 - Present
Fonds de solidarité FTQ September 2011 - July 2014
Fonds de solidarité FTQ 2009 - 2011
BMO Financial Group April 2007 - December 2009
Desjardins Financial Security May 2006 - April 2007
RBC September 1996 - April 2006
Service de Police de la Ville de Montréal May 1991 - April 1996
Skills
Business Strategy, Strategy, Mergers, Corporate Finance, Venture Capital, Strategic Planning, Financial Modeling, Sales Management, Due Diligence, Investments, Management Consulting, Financial Analysis, Banking, Business Development, Portfolio Management, Mergers & Acquisitions, Private Equity, Finance, Leadership, Sales
Education
Université Laval 2014 — 2015
Board member certification
Université du Québec à Montréal 1997 — 2000
MBA
College André-Grasset
DEC
Université de Montréal - HEC Montréal
BComm
CIBC October 2012 - Present
Desjardins Financial Security 2012 - May 2012
Chevrolet May 2010 - October 2011
Rogers 2007 - 2007
Skills
Canadian Securities..., Financial Planning, Sales, Customer Service, English, Philosophy, Microsoft Excel, Writing, Strategic Thinking
Education
Humber College 2011 — 2012
Postgraduate Certificate with Honours, Financial Planning
Canadian Securities Institute
Canadian Securities Course
University of Toronto 2006 — 2011
Honours Bachelor Degree, English and Philosophy
Leger
Vézina et associés inc. March 2009 - Present
Fort Employee Benefits Consultants 2004 - 2009
Desjardins Financial Security August 2002 - April 2004
Skills
Insurance, Claim, Disability Insurance, Health Insurance, Critical Illness, Life Insurance, Strategic Planning, Term Life Insurance, General Insurance, Commercial Insurance, Liability, Group Insurance, Assurance, Brokers, Employee Benefits, Underwriting
Education
Concordia University 1994 — 1996
BA, Math
Champlain College
Business Administration, DEC
Desjardins Financial Security January 2012 - Present
Manulife Financial July 2011 - January 2012
Holland Bloorview March 2011 - July 2011
OrthoProActive Consultants Inc September 2007 - June 2011
Saccoccio Weppler Architects Inc September 2010 - December 2010
Swim Time March 1999 - August 2010
Children"s Memorial Hospital June 2009 - August 2009
Rose Reisman Catering/Personal Gourmet May 2008 - August 2008
The Orthotic Group June 2007 - September 2007
Skills
Team Leadership, Medical Devices, Human Resources, Case Management, Clinical Research, Employee Benefits, Treatment, Time Management, Rehabilitation, Management, Healthcare, Customer Service, Case Managment, Insurance, Analysis, Research
Education
OrthoCanada 2010 — 2010
Certification, K-Taping therapist
George Brown College 2007 — 2010
Post Graduate Diploma, Clinical Methods in Prosthetics and Orthotics
Western University 2003 — 2007
B.A. Hons, Kinesiology
RBC Insurance March 2013 - Present
Desjardins Financial Security November 2010 - November 2012
Sun Life Financial September 2009 - October 2010
Remax Masters 2006 - 2009
GWL 2001 - 2006
Sun Life Financial January 1992 - May 1998
Sun Life Financial November 1986 - May 1992
Skills
CEBS - RPA designation, Life Insurance Licensed..., Previously held mutual..., Account Management..., Common sense, Emotional Intelligence, Intuitive Intelligence, Sales, Organizational..., Social Networking, Life Insurance, CEBS, Common Sense, Pensions, Manage Client..., Sales Presentations, New Business Development, Business Intelligence, Retirement Savings, Retirement Planning, Group Insurance, Strategic Planning, Insurance, Management, Retirement, Wealth Management, Financial Planners, Disability Insurance, Employee Benefits, Mutual Funds, Fixed Annuities, Investments, Relationship Management, Term Life Insurance, Financial Advisory, Health Insurance, Long-term Care, CRM, Wealth, Defined Benefit, Business Development, Strategic Financial...
Education
Dalhousie University
CEBS / RPA Designation & currently working on GBA, group insurance
UBC
Completed Real Estate course in 2006
Blue Ink Creative Content June 2013 - Present
Money Confidential Financial Counselling Services December 2008 - Present
Desjardins Financial Security December 2009 - March 2013
InCharge Debt Solutions Canada June 2006 - February 2008
OPSEU Pension Trust March 1999 - November 2005
National Ballet School April 1996 - February 1999
Skills
Insurance, Investment Strategies, Pensions, Budgeting, Retirement, Wealth Management, Strategic Financial..., Estate Planning, Portfolio Management, Employee Benefits, Asset Allocation, Small Business, Asset Managment, Strategic Planning, Financial Services, Health Insurance, Business Planning, Financial Advisory, Financial Planners, Finance, Wealth, Budgets, Asset Management, Mortgage Lending, Investment Advisory, Critical Illness, Financial Analysis, Risk Management, Banking, Financial Planning, Investments
Education
Age Friendly Business Academy 2011 — 2011
CPCA, Certified Professional Consultant on Aging
Ontario Association of Credit Counselling 2009 — 2009
AFCC, Acredited Financial Counsellor of Canada
Canadian Securities Institute 2008 — 2009
Canadian Securities Course, Financial Planning and Services
University of Toronto - Woodsworth College 1991 — 1996
BA, English Literature
Sheridan College 1984 — 1986
Art History, Art, video, photography
Aviva Canada July 2014 - Present
Aviva Canada April 2014 - July 2014
Aviva Canada July 2012 - April 2014
Aviva Canada November 2009 - July 2012
The Economical Insurance Group May 2009 - August 2009
Desjardins Financial Security September 2008 - December 2008
Morneau Shepell January 2008 - May 2008
Desjardins Financial Security May 2007 - August 2007
Skills
Actuarial Science, Statistical Modeling, SAS, SAS E-Miner, Emblem, VBA, Excel, HTML, JavaScript, CSS, Insurance, Analysis, Data Analysis, Data Mining, Property & Casualty..., General Insurance
Education
Casualty Actuarial Society
ACAS
Concordia University 2006 — 2009
BSc, Actuarial Mathematics
CEGEP Ahuntsic 2004 — 2006
DEC, Sciences de la Nature
Commission scolaire des Portages-de-l'Outaouais (CSPO) November 2013 - Present
OfficeMax Grand & Toy July 2013 - November 2013
OfficeMax Grand & Toy November 2012 - June 2013
FastForward French October 2012 - November 2012
Commission scolaire de la Côte du Sud August 2011 - October 2012
Desjardins Financial Security March 2010 - August 2011
Commission scolaire des Navigateurs November 2009 - March 2010
Sir Wilfrid Laurier School Board August 2006 - August 2009
B.A.K. International et Associés 2007 - 2009
Commission scolaire des Affluents / Centre de formation professionnelle des Riverains August 2004 - August 2006
Skills
Teaching English &..., Tutoring, Teaching Adults, Public Speaking, Teaching, Customer Service, Word, English, PowerPoint, Classroom Instruction, French, Lesson Planning, ESL, Adult Education, Teaching English, Language Teaching, K-12, Foreign Languages, History, Classroom Management, Literacy, MS Office Suite, English grammar, Grammar, Smartboard, Secondary Education, Insurance, Data Entry, Lotus Notes, Teamwork, Windows, Office Equipment, Business Communications, Classroom, Teaching English as a..., Microsoft Office, Microsoft Word
Education
McGill University 2001 — 2005
B.Ed., Kindergarten/elementary teaching
College de Maisonneuve 1999 — 2001
D.E.C., Arts & Letters: English Language Profile
École Secondaire Jean-Baptiste-Meilleur 1997 — 1999
High school Diploma
Emyode October 2013 - Present
Nexio March 2012 - September 2013
Alstom Power June 2010 - December 2011
Top Aces May 2011 - July 2011
ArcelorMittal October 2009 - April 2010
Molson Coors Canada June 2006 - September 2009
Desjardins Financial Security May 2005 - June 2006
Radio-Canada March 2005 - April 2005
Standard Life August 2004 - February 2005
BDC March 2004 - August 2004
Skills
Microsoft SQL Server, Oracle, Databases, SQL, Visual Basic, PL/SQL, Integration, Software Documentation, MS Project, Business Analysis, ASP.NET, Database Design
Education
Bishop's University 1987 — 1990
Administration des Affaires, Finances / Informatique de gestion
Université de Sherbrooke 1986 — 1987
Certificat en Économie, Économie
Shades of Grey Tattoos, Toys & Comics June 2015 - Present
Desjardins Financial Security September 2008 - May 2014
Johnson Inc. September 2007 - September 2008
HFIB 1998 - 2006
Manulife Financial September 2003 - 2005
Skills
Insurance, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Retirement Planning, Underwriting, Claim, Customer Service, Critical Illness, Strategic Financial..., Retirement, Risk Management, Sales
Education
Grant Macewan College 1998 — 2000
Piano performance
Victoria 1994 — 1997
Desjardins Financial Security 2012 - Present
van Wyngaarden & Associates January 2010 - Present
Skills
Financial Analysis, Microsoft Excel, Strategic Planning, Banking, Customer Service, Microsoft Office, Project Management, Risk Management, Investments, Business Strategy, Change Management, Business Analysis, Finance, Insurance
Education
Ryerson University 2004 — 2007
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Century 21 A.B.C Realty Ltd 2012 - Present
Desjardins Financial Security September 2011 - May 2012
Skills
Sales, Investments, Customer Service, First Time Home Buyers, Real Estate, Income Properties, Sellers
Education
Nova Scotia Association Of REALTORS
Saint Mary's University
Commerce
NSCC 2009 — 2011
Investment Management
Mass Insurance Brokers March 2015 - Present
Dale Parizeau Morris Mackenzie January 2011 - March 2015
Dutech Consultants inc. October 2007 - January 2011
Lussier Cabinet d'assurance September 2010 - December 2010
Essor Assurances January 2009 - March 2010
Industrial Alliance July 2009 - September 2009
Standard Life January 2009 - June 2009
Desjardins Financial Security May 2008 - January 2009
Standard Life October 2007 - March 2008
Eloda November 2003 - September 2007
Skills
Business Process, Business Process..., Change Management, Management, Leadership, CRM, Strategy, Strategic Planning, IT Management, Project Management, Process Improvement, Business Analysis, Integration, Call Centers, New Business Development, Analysis, Project Portfolio..., Financial Services, Business Intelligence, Business Strategy, Team Leadership, Business Process..., Start-ups, Risk Management, Insurance, Team Management, PMO, Portfolio Management, Outsourcing, IT Operations, IT Strategy, Management Consulting, Enterprise Architecture, Information Technology, Budgets, Finance, Business Development, Vendor Management, Consulting, Disaster Recovery, Enterprise Software, Cloud Computing, Business Transformation, Supplier Negotiation, Marketing Strategy
Education
Concordia University 1978 — 1981
Bachelor of Commerce (B.Com.), Accounting and Finance
Desjardins Financial Security June 2011 - Present
State Farm Insurance April 2011 - June 2011
State Farm Insurance March 2009 - March 2010
State Farm Insurance November 2002 - March 2010
State Farm Insurance September 2007 - December 2008
Automobile Protection Association July 2001 - October 2002
Skills
Underwriting, Property & Casualty..., Claim, Liability, Risk Management, General Insurance, Casualty, Term Life Insurance, Insurance, Life Insurance, Whole Life, Homeowners, Legal Liability, Claims Management, Commercial Insurance, Property Damage, Renters, Training, Universal Life
Education
Norwich University 2014 — 2015
Masters of Business Administration, Business Administration and Management, General
University of Toronto - University of Trinity College 1999 — 2002
Bachelor of Arts with Honours, Economics and Criminology
University of Toronto 2008 — 2010
CRM, Canadian Risk Management
Insurance Institute of Canada 2002 — 2007
CIP, Insurance
Life Office Management Association 2009 — 2010
ACS, Customer Service
Associate Life Management Institute 2010 — 2010
Traductions Textualis inc. September 2012 - Present
Traductrice indépendante May 2011 - Present
Festival Art Matters - Université Concordia September 2010 - May 2011
Desjardins Financial Security May 2009 - November 2010
Art and sciences Research Laboratory 2007 - 2007
Skills
Translation, Proofreading, French, Multilingual, Localization, English, Editing, Linguistics
Education
Concordia University 2011 — 2012
DESS, Traduction
Conservatoire d'arts dramatiques de Montréal 2011 — 2011
Formation Continue, Surimpression vocale
2007 — 2010
BFA, Film Studies and Art History
Encon May 2013 - Present
Desjardins Financial Security 2002 - 2011
Desjardins Financial Security (Imperial Life) 1996 - 1997
Desjardins Financial Security (Imperial Life) 1991 - 1996
Desjardins Financial Security (Imperial Life) 1986 - 1991
Skills
Employee Benefits, Attentiveness to Detail, Customer Service, Insurance, Health Insurance, Disability Insurance, Analysis, Underwriting, New Business Development, Life Insurance
Education
Ryerson University
Bachelor of Business Management
Nestegg Financial Solutions June 2002 - Present
Sun Life Financial March 1998 - June 2002
Desjardins Financial Security October 1989 - March 1998
Skills
Sales, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Insurance, Disability Insurance, Strategic Planning, New Business Development, Sales Management, Business Planning, Marketing Strategy, Financial Analysis, Financial Services, Strategy, Estate Planning, Mutual Funds, Retirement, Management, Account Management, Marketing, Risk Management, Financial Planning
Education
Ryerson University 1985 — 1989
BBM, Bachelor of Business Management
ODSS
Secondary School Honours Diploma
FiFFr RankMyAgent April 2011 - Present
ACE Canada 2014 - 2014
Desjardins Financial Security April 2008 - December 2012
Canadian Tire Financial Services November 2004 - April 2008
ICICI Bank Canada 2003 - 2004
Citibank Canada 2002 - 2004
Bank of Montreal 1995 - 1999
Skills
Strategy Development, Leadership Development, New Business Development, Retail Banking, Online Marketing, Marketing Strategy, Product Development, B2B Marketing, Credit Cards, Digital Strategy, Credit Insurance, Direct Marketing, Strategic Planning, Organizational..., Team Building, Management Consulting, Strategy, Business Development, Relationship Management, Insurance, Social Media Marketing, Marketing Communications, Management
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
MBA, Strategy, ECommerce
ASSOCIATION FOR INVESTMENT MANAGEMENT AND RESEARCH 1999 — 1999
Chartered Financial Analyst Level 1
Canadian Securities Institute
Professional Financial Planning
Canadian Securities Institute 1997 — 1997
Canadian Securities Course
University of Calgary 1992 — 1995
BComm, Marketing
Fédération des caisses Desjardins October 2012 - Present
Desjardins Financial Security January 2011 - October 2012
Freelance May 2010 - August 2012
Affiliated Customs Brokers June 2010 - December 2010
Skills
Editing
Education
Concordia University 2008 — 2010
BA, French Studies,Specialization in Translation, Degree Conferred with Distinction
Desjardins Financial Security October 2012 - Present
Ministry of Health and Long-Term Care May 2011 - August 2012
Ontario Medical Association May 2011 - September 2011
Bishop's University - The Gait November 2008 - May 2011
Scotiabank May 2010 - August 2010
Ontario Medical Association May 2008 - August 2008
Skills
Public Speaking, Teamwork, Editing, Policy Analysis, Volunteering, Time Management, Non-profits, SPSS, Critical Thinking, Academic Writing, Literature Reviews, Community Outreach, Leadership, Data Analysis, Qualitative Research, Quantitative Research, Analysis, Presentations, Microsoft Office, Charity Work, Policy
Education
Humber College 2011 — 2012
Public Administration
Bishop's University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
National Bank Investments April 2015 - Present
Desjardins Financial Security December 2013 - March 2015
Fidelity Investments January 2010 - July 2013
Fidelity Investments August 2006 - January 2010
Tricycle Asset Management February 2003 - July 2006
BMO Nesbitt Burns February 2002 - February 2003
State Farm Insurance November 1998 - February 2002
TD May 1998 - November 1998
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Securities, Insurance, Retirement, Alternative Investments, Business Strategy, Financial Analysis, Retirement Planning, Equities, Trading, Investment Advisory, Risk Management, Financial Advisory, Strategic Financial..., Financial Services, Fixed Income, Credit, ETFs, Asset Management
Education
University of Toronto - Rotman School of Management 2007 — 2008
MBA
Seneca College of Applied Arts and Technology 2006 — 2007
Certificate Diploma
Humber College 1997 — 1998
Certificate Diploma
York University 1993 — 1997
BA (Hons)
Desjardins Financial Security November 2010 - Present
The Bullpen Baseball School January 2012 - Present
Chiefs Baseball September 2008 - June 2011
The Brick October 2008 - August 2010
Skills
Baseball, Disability Insurance, Life Insurance, Health Insurance, Insurance, Retirement Planning, Retirement, Long-term Care, Financial Planners, Employee Benefits, Estate Planning
Education
Campbellsville University 2006 — 2008
Psychology, Psychology, Business Management
Lethbridge Community College 2004 — 2006
Diploma, General Studies
Desjardins Financial Security October 2012 - July 2013
Apple Retail August 2010 - October 2012
Safeway February 2007 - July 2010
UBC Annual Giving September 2006 - January 2007
Skills
Customer Service, Solution Selling, Customer Relations, Analysis, Oral Communications, Communication Written, MS Office Suite, Windows, Mac OS X, Cantonese, Teaching/mentoring, Team Leadership, Team Oriented, Microsoft Office, OS X
Education
The University of British Columbia / UBC 2006 — 2011
BA, Psychology
Desjardins Financial Security April 2013 - Present
John's No Frills December 2012 - April 2013
Dickies No Frills July 2009 - April 2013
Maritime Travel Agency May 2011 - September 2011
Skills
Customer Service, Word, PowerPoint, Microsoft Office, Cash Handling, Microsoft Word, Retail, Microsoft Excel, Social Networking
Education
Centennial College 2010 — 2011
travel and tourism
Town Shoes & The Shoe Company HEAD OFFICE September 2012 - Present
Desjardins Financial Security March 2007 - May 2011
DFS September 2006 - March 2007
Desjardins Financial Security August 2006 - September 2006
Desjardins Financial Security July 2006 - September 2006
Skills
Client Communications, Insurance, Microsoft Office, Claims, Administration, Health, Dental, Investments, Customer Service, Customer Relations, Excel, Analysis, Problem Solving, Team Building, Word, Customer Experience, Planning, Research, Healthcare, Process Improvement, Mergers, Documentation, Mentoring, Public Speaking, Retail, Risk Assessment, Claim, Microsoft Word, Microsoft Excel, Software Documentation, Data Entry
Education
CDI COLLEGE OF BUSINESS, HEALTH & TECHNOLOGY 2006 — 2006
Graduate; Diploma, Business Administration; Business Administration
Toronto School of Business 2004 — 2006
Business Administration
Centennial College 2002 — 2004
Social Work
Desjardins Sécurité financière July 2014 - Present
Desjardins Financial Security May 2009 - July 2014
Education
HEC Montréal 1989 — 1992
BAA, Administration - option GRH
Champlain Regional College 1987 — 1989
Commerce, Business/Commerce, General
Ministry of Government Services January 2011 - Present
Oracle Application Users Group (OAUG) January 2011 - December 2012
Ministry of Government Services July 2008 - December 2010
Ministry of Government Services April 2005 - June 2008
Mercer 2002 - 2005
PricewaterhouseCoopers (PwC) 1998 - 2002
Desjardins Financial Security 1996 - 1998
Skills
Oracle E-Business Suite, Financial Accounting, Business Process..., Oracle Applications, Business Analysis, Governance, Business Intelligence, Change Management, SDLC, ERP, Business Transformation, Management Consulting, IT Strategy, Business Process, PMO, Project Management, Project Portfolio..., Program Management, Managerial Finance, Process Improvement, Requirements Analysis, Solution Architecture, Software Project..., Oracle, CRM, Business Process..., Enterprise Architecture, IT Management, ITIL, Vendor Management, Business Requirements, PMP, Data Modeling, Integration, Project Delivery, Enterprise Software, Requirements Gathering, Management, Consulting, Systems Analysis, Business Case, Professional Services
Education
Certified Management Accountant 1998 — 1998
CMA, Accounting
Wilfrid Laurier University 1994 — 1995
Accounting, Accounting
The University of Western Ontario 1990 — 1993
BA, Finance and Economic Studies
Queen's University
University of Toronto
Mercer September 2014 - Present
SNC-Lavalin May 2014 - September 2014
Independent Consultant May 2012 - April 2014
Mercer 2007 - 2012
Desjardins General Insurance Group 2005 - 2007
Industrielle Alliance 2001 - 2005
NATIONAL Public Relations 2000 - 2002
Desjardins Financial Security 1996 - 1999
Groupe Optimum 1992 - 1996
Skills
Deferred Compensation, HR Consulting, Employee Benefits, Strategic Planning, Incentive Programs, Performance Management, Defined Benefit, Executive Compensation, Investor Relations, Compensation Structures, Executive Pay, actuarial science, Job Evaluation, Succession Planning, Corporate Communications, Compensation, Actuarial Science
Education
Université de Montréal - HEC Montréal 1999 — 2000
MBA
Université Laval 1989 — 1992
B. Sc., Actuarial Science
BMO Financial Group November 2014 - Present
Karen Lipsey Photography & Note Cards August 2011 - Present
Bank of Montreal March 2013 - November 2014
Bank of Montreal December 2011 - March 2013
International Financial Data Services March 2010 - July 2011
International Financial Data Services October 2008 - October 2010
Desjardins Financial Security September 2004 - October 2008
Desjardins Financial Security September 1998 - September 2004
Skills
Project Management, SDLC, CA Clarity, Requirements Analysis, Customer Experience, Resource Allocation, SharePoint, Budget Monitoring, Digital Photography, Business Process, MS Project, Microsoft Project, Project Planning, Project Portfolio..., Visio
Education
Ryerson University 2001 — 2005
Certificate of Project Management, Project Management
CDI College 1997 — 1998
Network Specialist Diploma
McGill University 1993 — 1997
Bachelor of Arts, Economics
Desjardins Financial Security October 2012 - Present
Investors Group Financial Services Inc. July 2009 - October 2012
Hudson's Bay Company 2006 - 2008
Shoppers Drug Mart 2004 - 2006
Loblaw Companies Limited 1984 - 2003
Skills
Retail, Forecasting, Strategic Financial..., Management, Strategic Planning, Leadership, Sales, Team Building, Marketing, Coaching, Performance Management, Time Management, Merchandising, Pricing, Advertising
Education
Ryerson University 1980 — 1983
Business Management
Desjardins Financial Security November 2012 - Present
Standard Life January 2012 - September 2012
Standard Life November 2010 - January 2012
Standard Life February 2009 - November 2010
Skills
Digital Strategy, Marketing, Financial Services, Business Analysis, Investments, Business Strategy, Change Management, Wealth Management, Risk Management, Business Transformation, Marketing Communications, Business Process..., MS Project, Digital Marketing, Customer Experience, Business Intelligence
Education
Concordia University 1997 — 1999
MBA, Management
Université de Montréal 1985 — 1989
Bsc, Mathematics
Desjardins Financial Security February 2012 - Present
Great-West Life 2002 - February 2012
Canada Life 1999 - 2002
Canada Life 1994 - 1999
Skills
Claim, Customer Service, Disability Insurance, Health Insurance, Insurance, Claims Management, Life Insurance, Critical Illness, Subrogation, Disability Management, Group Insurance, Claims Resolution, Disabilities, Recruiting
Education
Seneca College of Applied Arts and Technology 1990 — 1994
Business Administration Diploma
Cigna Life Insurance Company of Canada May 2014 - Present
Penmore Financial April 2013 - May 2014
MSH INTERNATIONAL (Canada) Ltd. February 2008 - April 2013
Norfolk Mobility Benefits 2008 - 2010
Norfolk Mobility 2008 - 2010
Desjardins Financial Security 2000 - 2008
Skills
Insurance, Employee Benefits, Health Insurance, Pensions, Account Management, Customer Service, Disability Insurance, Sales, Team Leadership, Strategic Planning, Risk Management, Underwriting, Business Analysis, Brokers, Life Insurance, Claim, Business Development, Claims Management, Critical Illness, Leadership
Education
Concordia University 1985 — 1989
Marianopolis College 1982 — 1985
DEC
PPI August 2014 - Present
Mercer March 2013 - August 2014
Great-West Life April 2010 - February 2013
Desjardins Financial Security June 2009 - April 2010
Raymond James Financial October 2007 - June 2009
Skills
Insurance, Employee Benefits, Customer Service, Account Management, Negotiation, Sales, Public Speaking, Health Insurance, Disability Insurance, Leadership, Analysis, CRM, Time Management
Education
Carleton University 2002 — 2006
BA, Law
Humberside Collegiate 1997 — 2004
Runnymede Collegiate Institute 1997 — 2004
RELATIONSHIP RESOLUTION CENTRE September 2009 - Present
Desjardins Financial Security December 2001 - Present
Desjardins Financial Security 2001 - 2009
RBC ROYAL BANK OF CANADA January 1987 - June 2000
Education
Academy of Financial Divorce Specialist 2003 — 2003
FDS - Financial Divorce Specialist, Financial Divorce Specialist
Institute of Canadian Bankers 1987 — 2000
PFP, Personal Financial Planner
Carleton University 1979 — 1983
BA, Law & Econmics
Lawrence Asset Management Inc. February 2009 - April 2010
Sentry Select Capital Corp. 1999 - 2008
HSBC Securities 1998 - 1999
Scotia Capital 1997 - 1998
Desjardins Financial Security 1990 - 1996
TD Bank Group 1981 - 1989
Skills
Portfolio Management, Equity Research, Petroleum, Investment Strategies, Capital Markets, Asset Managment, Investments, Equities, Valuation, Structured Finance, Asset Allocation, Investment Banking, Alternative Investments, Securities, Investment Advisory, Hedge Funds, Mutual Funds, Financial Modeling, Fixed Income, Venture Capital, Trading, Financial Structuring, Private Equity, Wealth Management
Education
Queen's University
B.Sc., Mechanical Engineering
Klick Health September 2012 - Present
Klick Health May 2011 - September 2012
Maritz Canada 2009 - May 2011
Desjardins Financial Security 2006 - 2008
Desjardins Financial Security 2003 - 2006
Imperial Life Financial 1999 - 2003
Skills
Account Management, Team Leadership, Project Management, Strategy, Strategic Planning, Online Marketing, Business Strategy, Performance Management, Digital Strategy, Marketing, Management, Sales, Training, Leadership
Education
Dalhousie University
MBA-candidate, Financial Services
Certified Employee Benefit Specialist
Life Office Management Association
University of Toronto
BA (Hons)
Desjardins Financial Security Life Assurance Company October 2013 - Present
Desjardins Financial Security November 2010 - Present
Advocis March 2008 - April 2010
Penncorp Life Insurance Company July 2005 - September 2006
Mary Lou Taylor Insurance Agency 1985 - 2003
Skills
Organizational..., Sales Management, Strategic Communications
Education
Humber College
Diploma, Applied Arts Journalism (Broadcast)
York University
Bachelor of Arts
York University
BA, English
Franklin Templeton Investments June 2012 - May 2014
Desjardins Financial Security September 2009 - April 2011
Fidelity Investments, Pyramis Global Advisors 2011 - 2011
Fidelity Investments September 2003 - July 2009
Sun Life Financial 2000 - 2003
Skills
Mutual Funds, Investments, Financial Services, Retirement, Wealth Management, Investment Advisory, Pensions, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Management, Fixed Income, CRM, Financial Advisory, Sales Presentations, Equities, New Business Development, Investment Strategies, Business Development, Relationship Management, Securities, Public Speaking, Sales Process, Negotiation, Derivatives, Capital Markets, Problem Solving, Wealth Management..., Customer Retention, Wealth, Client Services, Banking, Retirement Services, Account Management, Account Retention, Team Leadership, Client Service, Direct Sales, Inside Sales, Pension Administration, Retail Banking, Equity Trading, Fixed Income trading, Sales Prospecting, Defined Contribution, Financial Markets, Institutional..., Sales, Asset Management
Education
Canadian Securities Institute
Seneca College of Applied Arts and Technology
Business Administration, Finance, General
Insurance Bank March 2012 - Present
SellTextBooks! June 2011 - July 2012
Future Shop November 2010 - July 2011
Desjardins Financial Security May 2009 - August 2009
Skills
Time Management, Teamwork, Sales, Customer Service, Team Leadership, Retail, Inventory Management, Critical Thinking, Leadership, Marketing, Direct Sales, Social Networking, Microsoft Office, PowerPoint, Customer Satisfaction, Social Media Marketing, Marketing Strategy, Microsoft Excel, Accounting, Social Media
Education
University of Guelph 2009 — 2011
Business, Finance
Humber College 2006 — 2009
Business Admin
AIMCo October 2011 - Present
Air Canada Pension Investments April 2010 - October 2011
PSP Investments June 2005 - March 2010
CPP Investment Board January 2003 - June 2005
McGill Finance Research Center 2001 - 2002
Desjardins Financial Security 2000 - 2000
Skills
Fixed Income, Derivatives, Options, Economics, Alternative Investments, Valuation, Portfolio Management, Bloomberg, Quantitative Finance, Asset Management, Trading, Equities, Risk Management, Hedge Funds, Capital Markets, Financial Modeling, Market Risk, Investments, Options Strategies, Global Tactical Asset...
Education
Champlain St. Lawrence College
College Degree in Pure and Applied Sciences
Concordia University
B.Sc. Honours, Actuarial Mathematics and Finance
University of Toronto
M.Sc., Mathematical Finance
Desjardins Financial Security September 2002 - Present
Education
McMaster University
Acclaim Ability Management Inc. May 2015 - Present
Now Health International 2010 - 2012
NEXtCARE 2007 - 2010
RX on Net 2006 - 2007
Medavie Blue Cross 2005 - 2006
Desjardins Financial Security 2001 - 2004
Oman Insurance Company PSC 1998 - 2001
Skills
Health Insurance, Claims Management, Claim, Employee Benefits, Insurance, Underwriting, Risk Management, Managed Care, Reinsurance, Brokers, General Insurance, Provider Relations, Team Management, Strategic Planning, Negotiation, Policy, Analysis, Leadership, Human Resources, Management, Customer Service, Training, Healthcare, Medical Billing, Liability
Education
Bangalore University 1988 — 1990
Diploma in Ophthalmology (DOMS), Ophthalmic Medicine and Surgery
Bangalore University 1980 — 1985
Bachelor of Medicine, Bachelor of Surgery (M.B.B.S.), Medicine
Home April 2011 - Present
Desjardins Financial Security November 2009 - December 2012
MCMR August 2009 - November 2009
Alterna Savings October 2008 - April 2009
Skills
Customer Service, Team Leadership
Education
Carleton University 2004 — 2008
Arts, European Studies and Integration, Minor in Economics
Codecademy
Computer Programming/Programmer, General
Desjardins Financial Security Life Assurance Company March 2014 - Present
Desjardins Financial Security October 2012 - November 2013
Desjardins November 2010 - October 2012
Desjardins July 2006 - November 2010
Starmedia Communications April 2008 - June 2008
Skills
Graphic Design, Photography, Credit Analysis, Microsoft Office, Illustrator, InDesign, Microsoft Excel, Customer Service, Designing Marketing..., Collateral Materials..., Mass Email Marketing, Photo Editing, Marketing Communications, Marketing Research, Presentation Design, Logo Design, Corporate Branding, Personal Loans, Excel, PBM, SPSS, Photoshop, Newsletter Production, Social Media, Marketing
Education
Université du Québec à Montréal / UQAM 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.67 average
UQAM 2010 — 2012
Certificate, Development of management notions
UQAM 2010 — 2011
Certificate, Administration
Université de Montréal - HEC Montréal 2008 — 2010
Certificate, Marketing
Champlain Regional College 2005 — 2008
Technical DEC, Graphic Communications
Smart Advice, Canada March 2013 - Present
Desjardins Financial Security 2012 - 2013
Investors Group Financial Services Inc. September 2006 - June 2012
RBC January 2002 - January 2006
CIBC June 1998 - January 2002
Skills
Critical Illness, Segregated Funds, Retirement Planning, Insurance, Wealth Management, Disability Insurance, Wealth, Estate Planning, Financial Planners, Retirement, Investments, Retirement Savings, Financial Services, Personal Finance, Life Insurance, Term Life Insurance, Wealth Management..., Residential Mortgages, Long-term Care, Small Business, Mutual Funds, Strategic Financial..., Wealth Accumulation, Investment Strategies, Fixed Annuities, Pensions, Finance, Financial Advisory, Mortgage Lending, Marketing, Income Protection, Investment Advisory, Risk Management, RRSP, Savings, Financial Risk, Loans, Sales, Recruiting, RESP, Long Term Care Insurance, Asset Allocation, Credit, Debt Consolidation, Funding, Portfolio Management, Asset Management, Financial Planning, Securities
Education
City University of Seattle 1992 — 1994
Masters of Business Administration, Marketing
Divisional Public School
Banque Laurentienne March 2015 - Present
Banque Laurentienne October 2013 - March 2015
Banque Laurentienne November 2012 - October 2013
Banque Laurentienne July 2010 - November 2012
Banque Nationale December 2008 - July 2010
Banque Nationale September 2005 - December 2008
Banque Nationale December 2004 - September 2005
Desjardins Financial Security December 2002 - December 2004
Surefire commerce 2000 - 2002
Skills
Visio, Business Process, Strategic Planning, Team Management, Coaching, Credit, Project Planning, Financial Analysis, Team Leadership, Management, Banque, Processus commerciaux
Education
1999 — 2002
BAC, Administration des affaires
HEC Montréal 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Desjardins Financial Security November 2012 - Present
Familiprix 1999 - Present
Pfizer - Wyeth 2003 - September 2012
Berlex (Bayer) 2000 - 2003
Education
Université de Montréal - HEC Montréal 2001 — 2001
Post-graduate degree courses (DESG), Management, Accountancy
Université de Montréal 1999 — 2001
M.Sc., Drug Development
Université de Montréal 1995 — 1999
B.Pharm., Pharmacy
Desjardins Financial Security Life Assurance Company September 2015 - Present
Travailleur Autonome May 2005 - August 2015
Desjardins Financial Security Life Assurance Company August 2013 - April 2014
L'Oréal September 2010 - November 2012
L'Oréal May 2008 - September 2010
L'Oréal November 2006 - May 2008
Desjardins Financial Security May 2004 - November 2006
Skills
Cosmetics, Beauty Industry, Retail, Consumer Products, Marketing Communications, Marketing, Trade Marketing, Competitive Analysis, Luxury Goods, French, Management, Marketing Management, Mise en marché produits..., Customer Service, Financial Services
Education
University of Toronto
Tools and Fundamentals of Retail Merchandising
Concordia University
Leadership Skills, Leadership organisationnel
Life Office Management Association 2004 — 2005
Fellow Life Management Institute (ACS level), Insurance
Université du Québec à Montréal 2000 — 2003
Baccalauréat en administration des affaires, Commerce international
Standard Life April 2008 - December 2009
AFS January 2007 - April 2008
Canada Life February 2000 - June 2006
Femme au cube Inc. Internet publications for women October 2004 - February 2006
Canada Life April 2002 - February 2004
Manulife Financial October 1998 - January 2000
Desjardins Financial Security May 1995 - June 1998
Desjardins Financial Security August 1993 - May 1995
Desjardins Financial Security October 1991 - April 1995
Laurentian Imperial July 1990 - October 1991
Education
Collegia 2005 — 2008
McGill University 1981 — 1983
Management Information Systems
Université de Montréal 1979 — 1982
Administration
Centro de nivel universitario CEGRI
Management Information Systems; Human Resources Management
LoyaltyOne May 2013 - Present
Morneau Shepell November 2012 - May 2013
Mercer Human Resource Consulting January 2010 - October 2012
Desjardins Financial Security January 2008 - December 2008
Assurances Banque Nationale May 2007 - August 2007
Skills
Business Intelligence, Analytics, SAS, SQL, Data Mining, SAS EM, Microsoft Office, Database Marketing, Segmentation, Data Modeling, Predictive Modeling, SPSS, Crystal Reports, Data Warehousing, Factor Analysis, VBA, Visual Basic, Oracle SQL Developer, Visio, Analytical Workspace..., Analysis, Business Analytics, Forecasting
Education
HEC Montréal 2012 — 2014
Master of Science (M.Sc.), Business Intelligence
Concordia University 2006 — 2009
Science, Mathematics, specialization Actuarial Mathematics
Marianopolis College 2004 — 2006
DEC, Sciences
Macquarie Capital Canada 2013 - Present
Salman Partners Inc. November 2011 - September 2012
Mackie Research Capital October 2010 - November 2011
National Bank Financial June 2006 - March 2010
Desjardins Financial Security January 2003 - May 2006
Salman Partners Inc. February 1997 - December 2002
KPMG Advisory February 1994 - February 1997
Skills
Portfolio Management, Investments, Institutional Sales, Equity Research, Equity Trading, Equities, Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Trading, Hedge Funds, Securities, Institutional, Strategic Planning, Bloomberg, Fixed Income, Equity Sales, Asset Management, Wealth Management
Education
The University of Western Ontario - Richard Ivey School of Business 1988 — 1990
MBA
University of Regina 1981 — 1986
BAdmin
Institute of Chartered Accountants of Saskatchewan 1988
Institute of Chartered Business Valuators 1996
Strategies Marketing Direct November 2014 - Present
Desjardins Financial Security September 2011 - November 2014
Desjardins May 2009 - June 2011
Skills
Communication marketing, Management, Banking, Credit, Marketing Communications, Publicité, Gestion d'évènement, Gestion de projet, Teamwork, Event Management, Banque, Travail d'équipe, Automatisation marketing, CRM, Advertising, Marketing BtoB, Team Leadership, B2C
Education
HEC Montréal 2013 — 2014
Certificat, Marketing/Ventes
Université de Montréal 2010 — 2014
Baccalauréat, ès sciences
Université de Montréal - HEC Montréal 2012 — 2013
Certificat en études individualisées, Management
Université de Montréal 2010 — 2011
Certificat, Publicité
6876463 Canada Incorporated December 2006 - Present
CANADIAN NATIONAL RAILWAY July 2013 - April 2014
Canadian International Development Agency January 2013 - March 2013
Service des systèmes des Affaires municipales March 2012 - December 2012
Desjardins Financial Security October 2011 - February 2012
Health Canada April 2008 - February 2009
Public Health Agency of Canada December 2007 - March 2008
Health Canada March 2007 - April 2007
Computer Sciences Corporation January 2007 - March 2007
Computer Sciences Corporation Zurich Account July 2006 - December 2006
Skills
JavaScript, Lotus Domino, Enterprise Architecture, Lotus, Business Analysis, Databases, Software Project..., Integration, Project Management, Software Development, SDLC, Business Intelligence, Consulting, Solution Architecture, Requirements Analysis
Education
IBM
IBM Certified Advanced Application Developer
McGill University
Canada Protection Plan May 2014 - Present
Desjardins Financial Security September 2009 - Present
CIBC October 2007 - December 2008
Scotiabank 2007 - 2007
Scotiabank 2003 - 2007
Scotiabank 2001 - 2003
Scotiabank 2000 - 2001
Scotiabank 1997 - 2000
Skills
Critical Illness, Insurance Planning, Retirement Planning, Financial Planning, Wealth Management, Wealth, Investments, Mortgage
Education
Financial Services Commission of Ontario 2009 — 2015
LLQP, Life and Health Insurance
Seneca College of Applied Arts and Technology 1994 — 1997
Diploma, Marketing
Desjardins Financial Security February 2013 - Present
Pointe-à-Callière, musée d'archéologie et d'histoire de Montréal February 2008 - February 2013
HEC Montreal January 2012 - December 2012
Wapikoni Mobile May 2012 - September 2012
Skills
Project Management, Business Analysis, Business Development, Operations Management, Business Process..., Account Management, Business Strategy, Management Consulting, IT Management, Product Management, Non-profit Program...
Education
Université de Montréal - HEC Montréal 2010 — 2012
Master in Administrative Science
Université de Montréal 2006 — 2009
Bachelor in History
Mercer (Canada) Limited March 2008 - July 2010
Desjardins Financial Security May 2002 - March 2008
Humber College October 2001 - May 2002
Youth Employment Service April 1999 - May 2001
Skills
Employee Relations, Interviews, Human Resources, Recruiting, Performance Management, HR Policies, Resume Writing, New Hire Orientations, HRIS
Education
Humber College 2001 — 2002
Human Resources Management Post-Graduate Certificate, Human Resources
King's University College 1993 — 1997
Bachelor of Social Work, English, Social Work
Martingrove Collegiate Institute
FundEX Investments Inc. November 2011 - Present
Worldsource Financial Management March 2011 - May 2011
Desjardins Financial Security November 2010 - January 2011
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Financial Service Practitioner Post-graduation Certificate
Kyiv National Economics University 2006 — 2010
Bachelor, Financial Management
Desjardins Financial Security October 2008 - Present
MRS 2007 - 2008
State Street 2006 - 2007
Dundee Securities 2005 - 2006
Education
Cambrian College 1992 — 1994
Corrections
AIG August 2011 - Present
Medavie Blue Cross March 2010 - May 2011
Desjardins Financial Security November 2001 - February 2010
Sun Life Financial July 1995 - October 2001
Consolidated Life Insurance Company 1991 - 1995
Skills
Disability Insurance, Claim, Claims Management, CRM, Employee Benefits, Insurance, Coaching, Underwriting, Team Leadership, Brokers, Life Insurance, Liability, Health Insurance, Leadership, Customer Service
Education
Sheridan College
Conversational French
RBC May 2011 - Present
RBC June 2007 - April 2011
Desjardins Financial Security 2001 - 2006
Skills
Pensions, Retirement, Investments, Retirement Planning, Financial Services, Wealth Management, Financial Planning, Mutual Funds, Financial Risk, Relationship Management, Financial Advisory, Financial Analysis, Portfolio Management
Education
Concordia University
Bachelor of Commerce (BCom), Finance, General
Dawson College
CFI OFFICE September 2012 - Present
Desjardins Financial Security June 1995 - June 2012
Skills
Space planning,..., Project Matrix, COLORevolution, Configura CET Designer, Color Pulse 2013, AutoCad 2012, Space planning, Interior Architecture, AutoCAD, Rendering, Finish, Furniture
Education
Algonquin College of Applied Arts and Technology 1989 — 1991
Diploma of Applied Arts, Interior Design
Desjardins Financial Security November 1987 - Present
Travellers Canada 1982 - 1987
Skills
Politically savvy, Strong business acumen, confident
Education
Career Canada College
Certified Dental Assistant
Ryerson University
Conversational French
Desjardins Financial Security Life Assurance Company May 2014 - Present
Desjardins Asset Management April 2013 - July 2013
Desjardins Financial Security May 2011 - August 2011
Desjardins Financial Security January 2011 - May 2011
Mercer May 2010 - August 2010
Desjardins Financial Security May 2009 - August 2009
Desjardins Financial Security May 2008 - August 2008
Skills
Matlab, VBA, Microsoft Office, Microsoft Excel, Gestion des risques, Modélisation financière, Analyse financière, Investissements, Science actuarielle, Finance, Bloomberg, Service client, Gestion de portefeuille
Education
Université de Montréal - HEC Montréal 2011 — 2014
M.SC, Financial Engeneering
Université du Québec à Montréal / UQAM 2008 — 2011
B.SC, Actuarial science
Desjardins Financial Security November 2010 - Present
Standard Life March 2003 - October 2010
Citi 2001 - 2003
Skills
Retirement
Education
Concordia University 2005 — 2014
Bachelor's degree, Religion/Religious Studies
Concordia University 1995 — 2014
Bachelor of Arts (B.A.), Religion/Religious Studies
Dawson College 1991 — 1993