Desjardins Financial Security Independent Network
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Desjardins Financial Security Independent Network Employees
Employee
Years
Job
Industry
Mehul Gandhi, CFP Mehul Gandhi, CFP's Desjardins Financial Security Independent Network Experience January 2013 - Present
Job Managing Partner at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network January 2013 - Present
Desjardins Financial Security Independent Network & Investments Inc. July 2008 - Present
University of Victoria May 2006 - April 2007
Skills
Personal Finance, Disability Insurance, Risk Management, Strategic Financial..., Investments, Coaching, Retirement Planning, Estate Planning, strategic insurance..., Wealth, Mutual Funds, Life Insurance, Critical Illness, Finance, Term Life Insurance, Small Business, Fixed Annuities, Retirement Savings, Health Insurance, Team Leadership
Education
University of Victoria 2005 — 2008
BSc, Psychology
The University of British Columbia
Desjardins Financial Security Independent Network January 2013 - Present
Desjardins Financial Security Independent Network & Investments Inc. July 2008 - Present
University of Victoria May 2006 - April 2007
Skills
Personal Finance, Disability Insurance, Risk Management, Strategic Financial..., Investments, Coaching, Retirement Planning, Estate Planning, strategic insurance..., Wealth, Mutual Funds, Life Insurance, Critical Illness, Finance, Term Life Insurance, Small Business, Fixed Annuities, Retirement Savings, Health Insurance, Team Leadership
Education
University of Victoria 2005 — 2008
BSc, Psychology
The University of British Columbia
Kristin Vardon Kristin Vardon's Desjardins Financial Security Independent Network Experience January 2010 - November 2012
Job Experienced Financial Administrator looking for a new work home
Industry Financial Services
Experience
La-Z-Boy Furniture Galleries October 2014 - Present
JSM Financial Ltd. January 2010 - December 2013
Welker & Associates Inc. June 2013 - November 2013
Desjardins Financial Security Independent Network January 2010 - November 2012
AIM Health Group February 2009 - March 2009
Key Man Engravables / Teaopia 2009 - 2009
Skills
Office Administration, Office Management, Office Equipment..., Data Entry, Communication, Filing, Insurance, Investments, Organizational..., Singing, Opera, Stock Taking, Merchandising, Visual Merchandising, Retail Sales, Retail Marketing, Marketing, Appointment Scheduling, Disability Insurance, Microsoft Office, Employee Benefits, Financial Planners, Time Management, Critical Illness, Long-term Care, Strategic Financial..., Management, Team Leadership, Financial Planning, Microsoft Excel, Customer Service
Education
TriOS College
Diploma, Medical Office Assistant; Medical Terminology and Transcription
Fanshawe College
Diploma, General Arts & Science
University of Windsor
Bachelor of Arts (B.A.), Music Performance, General
La-Z-Boy Furniture Galleries October 2014 - Present
JSM Financial Ltd. January 2010 - December 2013
Welker & Associates Inc. June 2013 - November 2013
Desjardins Financial Security Independent Network January 2010 - November 2012
AIM Health Group February 2009 - March 2009
Key Man Engravables / Teaopia 2009 - 2009
Skills
Office Administration, Office Management, Office Equipment..., Data Entry, Communication, Filing, Insurance, Investments, Organizational..., Singing, Opera, Stock Taking, Merchandising, Visual Merchandising, Retail Sales, Retail Marketing, Marketing, Appointment Scheduling, Disability Insurance, Microsoft Office, Employee Benefits, Financial Planners, Time Management, Critical Illness, Long-term Care, Strategic Financial..., Management, Team Leadership, Financial Planning, Microsoft Excel, Customer Service
Education
TriOS College
Diploma, Medical Office Assistant; Medical Terminology and Transcription
Fanshawe College
Diploma, General Arts & Science
University of Windsor
Bachelor of Arts (B.A.), Music Performance, General
Andre Bardoun Andre Bardoun's Desjardins Financial Security Independent Network Experience August 2012 - Present
Job Financial Security Advisor & Investment Representative at Desjardins Financial Security
Industry Insurance
Experience
Desjardins Financial Security Independent Network August 2012 - Present
Safeway Canada December 1993 - June 2012
Skills
Strategic Financial..., Life and Health..., Retirement Planning, Estate Planning, Wealth Management, Business Tax Planning, College Education..., Small Business, Financial Planning, Risk Management, Strategic Planning, Investments, Finance
Education
Business Career College
Life Licence Qualifying Program, Life and Health Insurance Licence
Capilano University
B.Com, Business Administration
Sauder School of Business
Completed Real Estate Course
Desjardins Financial Security Independent Network August 2012 - Present
Safeway Canada December 1993 - June 2012
Skills
Strategic Financial..., Life and Health..., Retirement Planning, Estate Planning, Wealth Management, Business Tax Planning, College Education..., Small Business, Financial Planning, Risk Management, Strategic Planning, Investments, Finance
Education
Business Career College
Life Licence Qualifying Program, Life and Health Insurance Licence
Capilano University
B.Com, Business Administration
Sauder School of Business
Completed Real Estate Course
Christian Taillefer's Desjardins Financial Security Independent Network Experience April 2008 - October 2014
Job Associate Financial Advisor at Assante Financial Management
Industry Insurance
Experience
Assante Financial Management October 2014 - Present
Desjardins Financial Security Independent Network April 2008 - October 2014
Skills
Retirement Planning, Insurance, Life Insurance, Mutual Funds, Strategic Financial..., Critical Illness, Investments, Retirement, Wealth Management, Health Insurance, Disability Insurance, Financial Planners, Financial Advisory, Term Life Insurance, Estate Planning, Financial Planning, Investment Strategies
Education
Red River College 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Red River College 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Assante Financial Management October 2014 - Present
Desjardins Financial Security Independent Network April 2008 - October 2014
Skills
Retirement Planning, Insurance, Life Insurance, Mutual Funds, Strategic Financial..., Critical Illness, Investments, Retirement, Wealth Management, Health Insurance, Disability Insurance, Financial Planners, Financial Advisory, Term Life Insurance, Estate Planning, Financial Planning, Investment Strategies
Education
Red River College 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Red River College 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ahmed Kabir Ahmed Kabir's Desjardins Financial Security Independent Network Experience September 2015 - Present
Job Executive Assistant
Industry Executive Office
Experience
Desjardins Financial Security Independent Network September 2015 - Present
Enterprise Rent-A-Car May 2012 - September 2015
ManpowerGroup January 2015 - April 2015
Sharkfin networks September 2014 - January 2015
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Customer Satisfaction, Outlook, Teamwork, Sales, Microsoft Office, New Business Development, Public Speaking, Social Networking, Data Entry, Account Management, Marketing, Team Leadership, Management, Social Media
Education
Centennial College 2014 — 2015
Office Admin Exec., School of Business
Algoma University 2010 — 2012
Bachelor of Social Work
Southeast University (BD) 2003 — 2005
Bachelor of Business Administration
Taylor's University Malaysia 2002 — 2003
American Degree Program, Pre-university
Aptech Computer Education 2000 — 2002
Information System Managment
Desjardins Financial Security Independent Network September 2015 - Present
Enterprise Rent-A-Car May 2012 - September 2015
ManpowerGroup January 2015 - April 2015
Sharkfin networks September 2014 - January 2015
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Customer Satisfaction, Outlook, Teamwork, Sales, Microsoft Office, New Business Development, Public Speaking, Social Networking, Data Entry, Account Management, Marketing, Team Leadership, Management, Social Media
Education
Centennial College 2014 — 2015
Office Admin Exec., School of Business
Algoma University 2010 — 2012
Bachelor of Social Work
Southeast University (BD) 2003 — 2005
Bachelor of Business Administration
Taylor's University Malaysia 2002 — 2003
American Degree Program, Pre-university
Aptech Computer Education 2000 — 2002
Information System Managment
Wynne (Winnie) Ma's Desjardins Financial Security Independent Network Experience February 2013 - August 2015
Job Helping people preserve quality of life and care through funding programs
Industry Financial Services
Experience
LivingWell Healthcare Funding Solutions August 2015 - Present
Desjardins Financial Security Independent Network February 2013 - August 2015
Desjardins Financial Security Independent Network February 2013 - May 2015
Freedom 55 Financial / London Life 2009 - 2013
TD Canada Trust February 2005 - July 2005
Autostock Distribution December 2003 - June 2004
Glory Star Enterprises Inc. April 2001 - November 2003
Skills
Mutual Funds, Financial Planning, Retirement Planning, Investments, Segregated Funds, Life Insurance, Disability Insurance, Critical Illness, Wealth Preservation..., Multi-generational..., Group Benefit Plans, Mortgage Insurance, Estate Planning, Long Term Care Insurance, RRSP, TFSA, RESP, Strategic Financial..., Private Healthcare, Healthcare, Health Insurance, Long-term Care, Elder Care, Funding
Education
University of Northern British Columbia 2005 — 2008
Bachelor's Degree, B. Comm, Double Major: Marketing and International Business
LivingWell Healthcare Funding Solutions August 2015 - Present
Desjardins Financial Security Independent Network February 2013 - August 2015
Desjardins Financial Security Independent Network February 2013 - May 2015
Freedom 55 Financial / London Life 2009 - 2013
TD Canada Trust February 2005 - July 2005
Autostock Distribution December 2003 - June 2004
Glory Star Enterprises Inc. April 2001 - November 2003
Skills
Mutual Funds, Financial Planning, Retirement Planning, Investments, Segregated Funds, Life Insurance, Disability Insurance, Critical Illness, Wealth Preservation..., Multi-generational..., Group Benefit Plans, Mortgage Insurance, Estate Planning, Long Term Care Insurance, RRSP, TFSA, RESP, Strategic Financial..., Private Healthcare, Healthcare, Health Insurance, Long-term Care, Elder Care, Funding
Education
University of Northern British Columbia 2005 — 2008
Bachelor's Degree, B. Comm, Double Major: Marketing and International Business
Clint Dawson Clint Dawson's Desjardins Financial Security Independent Network Experience August 2013 - February 2015
Job Advertising Sales Associate at City of Port Coquitlam
Industry Financial Services
Experience
City of Port Coquitlam May 2015 - Present
Canadian Brokers Group Financial February 2015 - May 2015
Desjardins Financial Security Independent Network August 2013 - February 2015
Global Family of Companies November 2012 - July 2013
NEWAD March 2012 - June 2012
BCITAIM April 2011 - April 2012
Yaletown Brew Pub November 2010 - September 2011
CruiseCab January 2010 - September 2010
Skills
Interpersonal..., Business Networking, Marketing Research, Excel, Word, Outlook, Team Leadership, Interpersonal..., Microsoft Word, Account Management, Sales, Marketing, Microsoft Excel, Time Management, Public Speaking, New Business Development, Sales Presentations, Social Media Marketing, Teamwork, Leadership, Market Research, Finance
Education
British Columbia Institute of Technology 2010 — 2012
Diploma, Marketing Management - Professional Sales
Vancouver Technical Secondary 2001 — 2006
City of Port Coquitlam May 2015 - Present
Canadian Brokers Group Financial February 2015 - May 2015
Desjardins Financial Security Independent Network August 2013 - February 2015
Global Family of Companies November 2012 - July 2013
NEWAD March 2012 - June 2012
BCITAIM April 2011 - April 2012
Yaletown Brew Pub November 2010 - September 2011
CruiseCab January 2010 - September 2010
Skills
Interpersonal..., Business Networking, Marketing Research, Excel, Word, Outlook, Team Leadership, Interpersonal..., Microsoft Word, Account Management, Sales, Marketing, Microsoft Excel, Time Management, Public Speaking, New Business Development, Sales Presentations, Social Media Marketing, Teamwork, Leadership, Market Research, Finance
Education
British Columbia Institute of Technology 2010 — 2012
Diploma, Marketing Management - Professional Sales
Vancouver Technical Secondary 2001 — 2006
Jean-Francois Rousseau Jean-Francois Rousseau's Desjardins Financial Security Independent Network Experience October 2005 - Present
Job Managing Partner at Desjardins Financial Security Independent Network Rexdale
Industry Financial Services
Experience
Desjardins Financial Security Independent Network October 2005 - Present
La Capitale Financial Security Insurance Company (formerly Penncorp Life Insurance Company) 2000 - 2008
Ramada Plaza Manoir du Casino January 2000 - October 2002
Oakley Valley Resort 2001 - 2002
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Critical Illness, Life Insurance, Investments, Long-term Care, Wealth Management, Insurance, Disability Insurance, Financial Planners, Strategic Financial..., Term Life Insurance
Education
Marie-
University of Montreal
Computer Science
Desjardins Financial Security Independent Network October 2005 - Present
La Capitale Financial Security Insurance Company (formerly Penncorp Life Insurance Company) 2000 - 2008
Ramada Plaza Manoir du Casino January 2000 - October 2002
Oakley Valley Resort 2001 - 2002
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Critical Illness, Life Insurance, Investments, Long-term Care, Wealth Management, Insurance, Disability Insurance, Financial Planners, Strategic Financial..., Term Life Insurance
Education
Marie-
University of Montreal
Computer Science
Cherian Varghese Cherian Varghese's Desjardins Financial Security Independent Network Experience April 2014 - Present
Job Financial Advisor at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network April 2014 - Present
Centum Future Mortgage Group Inc September 2010 - Present
Global Educational Marketing Corp. September 2010 - Present
American Income Life Insurance Company January 2014 - February 2014
Vista Audio Visual Canada June 2012 - April 2013
PPG Industries July 2007 - March 2010
Dollar & Gifts Store September 2005 - June 2007
Hempel A/S June 2004 - May 2005
Hempel A/S January 2001 - June 2004
Hempel A/S January 1991 - December 2000
Skills
Negotiation, Customer Service, Team Building, Sales Management, New Business Development, Coaching, Budgeting, Customer Relations, Strategic Planning, Business Planning, Microsoft Office, Team Leadership, Excel, Account Management, Key Account Management, Teamwork, Mortgage, Product Development, Selling, Accounting, Administration, Business Strategy, Mortgage Lending, Refinance, Problem Solving, Marketing Strategy, Product Management, Word, P&L Management, Budgets, Management, Customer Satisfaction, Project Management, Business Development, Sales, Analysis, Strategy, Leadership, Marketing, Microsoft Word, Life Insurance, Microsoft Excel
Education
Fleming College 2012 — 2013
Payroll Admin Certificate, Payroll
Brian J Fleming ALC, Mississauga 2012 — 2012
Small Business Accounting, Accounting Program
Seneca College of Applied Arts and Technology 2010 — 2010
MAP Certificate, Mortgages
Association of Certified Accountants
ACA -Foundation, Accounting
CMS College
Master of Science (M.Sc.), Mathematics
Peet Memorial College
Bachelor of Education (B.Ed.), Math and Science
Desjardins Financial Security Independent Network April 2014 - Present
Centum Future Mortgage Group Inc September 2010 - Present
Global Educational Marketing Corp. September 2010 - Present
American Income Life Insurance Company January 2014 - February 2014
Vista Audio Visual Canada June 2012 - April 2013
PPG Industries July 2007 - March 2010
Dollar & Gifts Store September 2005 - June 2007
Hempel A/S June 2004 - May 2005
Hempel A/S January 2001 - June 2004
Hempel A/S January 1991 - December 2000
Skills
Negotiation, Customer Service, Team Building, Sales Management, New Business Development, Coaching, Budgeting, Customer Relations, Strategic Planning, Business Planning, Microsoft Office, Team Leadership, Excel, Account Management, Key Account Management, Teamwork, Mortgage, Product Development, Selling, Accounting, Administration, Business Strategy, Mortgage Lending, Refinance, Problem Solving, Marketing Strategy, Product Management, Word, P&L Management, Budgets, Management, Customer Satisfaction, Project Management, Business Development, Sales, Analysis, Strategy, Leadership, Marketing, Microsoft Word, Life Insurance, Microsoft Excel
Education
Fleming College 2012 — 2013
Payroll Admin Certificate, Payroll
Brian J Fleming ALC, Mississauga 2012 — 2012
Small Business Accounting, Accounting Program
Seneca College of Applied Arts and Technology 2010 — 2010
MAP Certificate, Mortgages
Association of Certified Accountants
ACA -Foundation, Accounting
CMS College
Master of Science (M.Sc.), Mathematics
Peet Memorial College
Bachelor of Education (B.Ed.), Math and Science
Ahmad Hosseini B.Sc. Ahmad Hosseini B.Sc.'s Desjardins Financial Security Independent Network Experience January 2014 - January 2015
Job Family Estate Planner, Business Tax Consultant, Asset Allocation, Freelance Financial Advisor
Industry Financial Services
Experience
Canadian Brokers Group Financial Inc. January 2013 - Present
Desjardins Financial Security Independent Network January 2014 - January 2015
Sun Life Financial January 2012 - January 2013
Polar Owl Consulting June 2007 - December 2011
Ministry of Health - Iran June 1997 - March 2004
UNICEF Iran 2001 - 2004
Skills
Management, Marketing, Customer Service, Strategic Planning, Business Planning, Marketing Strategy, Finance, Microsoft Office, Entrepreneurship, Sales, Leadership, Project Management, Team Leadership, Business Strategy, Investments, Negotiation, Project Planning, Coaching, Social Media Marketing, Microsoft Excel, Public Speaking, Sales Management, Insurance, Small Business, Financial Planning, PowerPoint, Budgets, Investment Strategies, Access, Outlook, Administration, Client Relations, Advertising, Presentation Skills, Critical Thinking, Analysis, Microsoft Word, Healthcare Management, Real Estate, Real Estate Financing, Estate Planning, Corporate Tax, Tax Returns, Tax Advisory, Income Tax, Tax, Business Intelligence, Financial Advisory, advi, Business Advisory
Education
The University of British Columbia / UBC 2004 — 2005
BCIT School of Business 2006 — 2006
SCC 2008 — 2009
Certificate
British Columbia Institute of Technology 2015 — 2016
Chartered Insurance Professional (CIP) and Canadian Risk Management (CRM) designations Candidate
Canadian Brokers Group Financial Inc. January 2013 - Present
Desjardins Financial Security Independent Network January 2014 - January 2015
Sun Life Financial January 2012 - January 2013
Polar Owl Consulting June 2007 - December 2011
Ministry of Health - Iran June 1997 - March 2004
UNICEF Iran 2001 - 2004
Skills
Management, Marketing, Customer Service, Strategic Planning, Business Planning, Marketing Strategy, Finance, Microsoft Office, Entrepreneurship, Sales, Leadership, Project Management, Team Leadership, Business Strategy, Investments, Negotiation, Project Planning, Coaching, Social Media Marketing, Microsoft Excel, Public Speaking, Sales Management, Insurance, Small Business, Financial Planning, PowerPoint, Budgets, Investment Strategies, Access, Outlook, Administration, Client Relations, Advertising, Presentation Skills, Critical Thinking, Analysis, Microsoft Word, Healthcare Management, Real Estate, Real Estate Financing, Estate Planning, Corporate Tax, Tax Returns, Tax Advisory, Income Tax, Tax, Business Intelligence, Financial Advisory, advi, Business Advisory
Education
The University of British Columbia / UBC 2004 — 2005
BCIT School of Business 2006 — 2006
SCC 2008 — 2009
Certificate
British Columbia Institute of Technology 2015 — 2016
Chartered Insurance Professional (CIP) and Canadian Risk Management (CRM) designations Candidate
OKTAN CAGLAR OKTAN CAGLAR's Desjardins Financial Security Independent Network Experience 2013 - Present
Job Advisor at Desjardins Financial Security
Industry Financial Services
Experience
Desjardins Financial Security Independent Network 2013 - Present
Noble Trade October 2012 - March 2013
Sunlife Insurance Co 2012 - 2013
Sunlife Insurance Co 2012 - 2013
RBC Royal Bank November 2010 - January 2012
Denizbank/DEXIA Istanbul, TURKEY October 1997 - October 2008
KORFEZBANK, Ankara, Turkey April 1994 - October 1997
Skills
Credit, Loans, Project Finance, Banking, Financial Analysis, Risk, Derivatives, Accounting, Commercial Banking, Credit Risk, Retail Banking, Portfolio Management, Capital Markets, Investments
Education
1997 — 2002
BA, Business Administration
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1986 — 1992
BSc, Mining Engineering
Desjardins Financial Security Independent Network 2013 - Present
Noble Trade October 2012 - March 2013
Sunlife Insurance Co 2012 - 2013
Sunlife Insurance Co 2012 - 2013
RBC Royal Bank November 2010 - January 2012
Denizbank/DEXIA Istanbul, TURKEY October 1997 - October 2008
KORFEZBANK, Ankara, Turkey April 1994 - October 1997
Skills
Credit, Loans, Project Finance, Banking, Financial Analysis, Risk, Derivatives, Accounting, Commercial Banking, Credit Risk, Retail Banking, Portfolio Management, Capital Markets, Investments
Education
1997 — 2002
BA, Business Administration
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1986 — 1992
BSc, Mining Engineering
Sessie Gounden Sessie Gounden's Desjardins Financial Security Independent Network Experience 2010 - June 2012
Job Program Advisor at Ashton College
Industry Insurance
Experience
Ashton College August 2013 - Present
Penncorp Life Insurance July 2012 - March 2014
Desjardins Financial Security Independent Network 2010 - June 2012
World Financial Group (WFG) 2009 - 2010
CDI College December 2008 - November 2009
CIBC August 2003 - November 2008
Skills
Insurance, Financial Planning, Investments, Customer Service, Mortgage, Teaching, Owner-managed businesses, Entrepreneurship, Risk Management, Small Business, Long-term Care, Retirement, Mortgage Lending, Estate Planning, Finance, Financial Planners, Life Insurance, Financial Services, Fixed Annuities, Disability Insurance, Strategic Financial..., Employee Benefits, Health Insurance, Coaching, Leadership, Wealth Management, Management, Teamwork, Time Management, Training, Team Building, Wealth, Loans, Strategic Planning, Savings, Critical Illness, Financial Advisory, Mutual Funds, Investment Advisory, Sales, Term Life Insurance, Financial Analysis, Retirement Planning, Business Planning, Securities, Analysis, Negotiation
Education
University of KwaZulu-Natal 1977 — 1980
B.Ed, Phys Ed, History, Education
Reservoir Hills Secondary School
Ashton College August 2013 - Present
Penncorp Life Insurance July 2012 - March 2014
Desjardins Financial Security Independent Network 2010 - June 2012
World Financial Group (WFG) 2009 - 2010
CDI College December 2008 - November 2009
CIBC August 2003 - November 2008
Skills
Insurance, Financial Planning, Investments, Customer Service, Mortgage, Teaching, Owner-managed businesses, Entrepreneurship, Risk Management, Small Business, Long-term Care, Retirement, Mortgage Lending, Estate Planning, Finance, Financial Planners, Life Insurance, Financial Services, Fixed Annuities, Disability Insurance, Strategic Financial..., Employee Benefits, Health Insurance, Coaching, Leadership, Wealth Management, Management, Teamwork, Time Management, Training, Team Building, Wealth, Loans, Strategic Planning, Savings, Critical Illness, Financial Advisory, Mutual Funds, Investment Advisory, Sales, Term Life Insurance, Financial Analysis, Retirement Planning, Business Planning, Securities, Analysis, Negotiation
Education
University of KwaZulu-Natal 1977 — 1980
B.Ed, Phys Ed, History, Education
Reservoir Hills Secondary School
Robyn Suzanne Squire's Desjardins Financial Security Independent Network Experience September 2011 - January 2015
Job Canada Financial
Industry Financial Services
Experience
CF Canada Financial January 2015 - Present
Insurance Supermarket Inc. April 2014 - Present
Desjardins Financial Security Independent Network September 2011 - January 2015
Investors Group January 2009 - June 2010
Vancouver Board of Trade February 1998 - June 2003
Knowedge First Financial January 1997 - April 2002
UNIGLOBE Travel International LP October 1987 - May 1990
Marlin Corporate Travel - Vancouver July 1986 - August 1989
Skills
Insurance, Finance, Strategic Financial..., Life Insurance, Financial Planners, Estate Planning, Long-term Care, Financial Planning, Small Business, RRSP, Employee Benefits, Retirement, Investments, Mutual Funds, Disability Insurance, Retirement Planning, Financial Services, Critical Illness, Term Life Insurance, Strategic Planning, Investment Strategies, Sales, Health Insurance, Customer Service, Pensions, Wealth Management, Fixed Annuities, Financial Advisory, Marketing, Management
Education
The University of British Columbia 1990 — 2015
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
IFIC 2009 — 2010
Finance / Investments in the financial services industry., Mutual Fund License
Insurance Council of BC 2009 — 2010
Life License Qualifacation - Full, Life Insurance, Health, CI, DI, LTC
Canadian Institute of Advertising 1991 — 1994
Certified advertising agency practitioner - C.A.A.P, Advertising, Marketing, Finance, PR, Media Buying, Creative
Xerox Professional Selling Skills 1987 — 1988
Level One, Two &. Three, Sales, Distribution, and Marketing Operations, General
CF Canada Financial January 2015 - Present
Insurance Supermarket Inc. April 2014 - Present
Desjardins Financial Security Independent Network September 2011 - January 2015
Investors Group January 2009 - June 2010
Vancouver Board of Trade February 1998 - June 2003
Knowedge First Financial January 1997 - April 2002
UNIGLOBE Travel International LP October 1987 - May 1990
Marlin Corporate Travel - Vancouver July 1986 - August 1989
Skills
Insurance, Finance, Strategic Financial..., Life Insurance, Financial Planners, Estate Planning, Long-term Care, Financial Planning, Small Business, RRSP, Employee Benefits, Retirement, Investments, Mutual Funds, Disability Insurance, Retirement Planning, Financial Services, Critical Illness, Term Life Insurance, Strategic Planning, Investment Strategies, Sales, Health Insurance, Customer Service, Pensions, Wealth Management, Fixed Annuities, Financial Advisory, Marketing, Management
Education
The University of British Columbia 1990 — 2015
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
IFIC 2009 — 2010
Finance / Investments in the financial services industry., Mutual Fund License
Insurance Council of BC 2009 — 2010
Life License Qualifacation - Full, Life Insurance, Health, CI, DI, LTC
Canadian Institute of Advertising 1991 — 1994
Certified advertising agency practitioner - C.A.A.P, Advertising, Marketing, Finance, PR, Media Buying, Creative
Xerox Professional Selling Skills 1987 — 1988
Level One, Two &. Three, Sales, Distribution, and Marketing Operations, General
Christina Nagy Christina Nagy's Desjardins Financial Security Independent Network Experience January 2013 - September 2013
Job Production Revenue Accountant at Tourmaline Oil Corp.
Industry Oil & Energy
Experience
Tourmaline Oil Corp January 2014 - Present
Desjardins Financial Security Independent Network January 2013 - September 2013
Buntain Insurance Agencies Ltd. January 2009 - September 2012
AllWest Insurance Ltd. February 2012 - April 2012
MAC Cosmetics June 2003 - September 2007
San Siero Bistro July 1995 - December 2005
Skills
Customer Service, Strategic Planning, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Outlook, Personal Financial..., Disability Insurance, Insurance Background, Investments, PowerBroker, Webi, Critical Illness, Term Life Insurance, Financial Services, Health Insurance, General Insurance, Risk Management, Asset Management, Long-term Care, Long-term Customer..., Metrix, Building Business...
Education
Southern Alberta Institute of Technology 2013 — 2013
CAPPA Certificate, Production Accounting
Business Career College 2012 — 2012
Life and Accident Sickness License Certificate
IBABC 2009 — 2009
General Insurance License Certificate
Blanche MacDonald Centre 2000 — 2001
Diploma, Make up Artistry
Douglas College 1999 — 2000
Criminology
Tourmaline Oil Corp January 2014 - Present
Desjardins Financial Security Independent Network January 2013 - September 2013
Buntain Insurance Agencies Ltd. January 2009 - September 2012
AllWest Insurance Ltd. February 2012 - April 2012
MAC Cosmetics June 2003 - September 2007
San Siero Bistro July 1995 - December 2005
Skills
Customer Service, Strategic Planning, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Outlook, Personal Financial..., Disability Insurance, Insurance Background, Investments, PowerBroker, Webi, Critical Illness, Term Life Insurance, Financial Services, Health Insurance, General Insurance, Risk Management, Asset Management, Long-term Care, Long-term Customer..., Metrix, Building Business...
Education
Southern Alberta Institute of Technology 2013 — 2013
CAPPA Certificate, Production Accounting
Business Career College 2012 — 2012
Life and Accident Sickness License Certificate
IBABC 2009 — 2009
General Insurance License Certificate
Blanche MacDonald Centre 2000 — 2001
Diploma, Make up Artistry
Douglas College 1999 — 2000
Criminology
Anthony Ciccone Anthony Ciccone's Desjardins Financial Security Independent Network Experience April 2013 - January 2014
Job Certified Personal Trainer at GoodLife Fitness
Industry Health, Wellness and Fitness
Experience
GoodLife Fitness January 2014 - Present
Desjardins Financial Security Independent Network April 2013 - January 2014
Fanshawe College September 2009 - April 2012
East Side Mario's 2009 - 2011
London United Soccer Club 2007 - 2009
Cicco Contracting 2005 - 2007
Skills
Social Media, Public Speaking, Event Planning, PowerPoint, Photoshop, Microsoft Office, Adobe Creative Suite, Research, Facebook, Editing, Illustrator, InDesign, Microsoft Word, Social Networking, Marketing Communications, Online Marketing, Marketing, Customer Service, Social Media Marketing, Advertising, Event Management, Time Management
Education
Fanshawe College 2011 — 2012
Business Administration Marketing, Marketing and Advertising
Fanshawe College 2009 — 2011
2 Year Business Marketing Diploma, Marketing
GoodLife Fitness January 2014 - Present
Desjardins Financial Security Independent Network April 2013 - January 2014
Fanshawe College September 2009 - April 2012
East Side Mario's 2009 - 2011
London United Soccer Club 2007 - 2009
Cicco Contracting 2005 - 2007
Skills
Social Media, Public Speaking, Event Planning, PowerPoint, Photoshop, Microsoft Office, Adobe Creative Suite, Research, Facebook, Editing, Illustrator, InDesign, Microsoft Word, Social Networking, Marketing Communications, Online Marketing, Marketing, Customer Service, Social Media Marketing, Advertising, Event Management, Time Management
Education
Fanshawe College 2011 — 2012
Business Administration Marketing, Marketing and Advertising
Fanshawe College 2009 — 2011
2 Year Business Marketing Diploma, Marketing
Andrew Ezman's Desjardins Financial Security Independent Network Experience September 2010 - Present
Job Life and Health Insurance Advisor at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network September 2010 - Present
State Farm Insurance 2009 - 2010
Freedom 55 Financial December 2006 - May 2009
Skills
Financial Needs Analysis, Wealth Accumulation..., Intergenerational..., Permanent Life Insurance, Term Life Insurance, Disability Insurance, Critical Illness..., TFSA, RDSP, Risk Assessment, Risk Management, Business Analysis, RRSP, Universal Life Insurnace, RESP, Investments, Critical Illness
Education
York University 2003 — 2004
Administrative Studies
Ryerson University 1986 — 1988
Journalism
Desjardins Financial Security Independent Network September 2010 - Present
State Farm Insurance 2009 - 2010
Freedom 55 Financial December 2006 - May 2009
Skills
Financial Needs Analysis, Wealth Accumulation..., Intergenerational..., Permanent Life Insurance, Term Life Insurance, Disability Insurance, Critical Illness..., TFSA, RDSP, Risk Assessment, Risk Management, Business Analysis, RRSP, Universal Life Insurnace, RESP, Investments, Critical Illness
Education
York University 2003 — 2004
Administrative Studies
Ryerson University 1986 — 1988
Journalism
Darlene MacNeil-Cole's Desjardins Financial Security Independent Network Experience January 2015 - Present
Job Financial Security Advisor Offering Life, Health, Group Insurance and Investments.
Industry Financial Services
Experience
Desjardins Financial Security Independent Network January 2015 - Present
Shannex Incorporated April 2013 - March 2014
Nova Scotia Community College June 2012 - March 2013
Halifax Regional School Board August 2008 - May 2012
Halifax Regional School Board May 2007 - August 2008
Halifax Regional School Board November 2006 - May 2007
Convergys 2004 - 2005
Rogers Communications July 2000 - March 2004
Rogers Communications July 2000 - November 2002
Skills
Performance Management, Leadership Development, Workshop Facilitation, Workforce Planning, Temporary Placement, Succession Planning, New Hire Orientations, HR Policies, Coaching, Staff Development, Adult Education, Personnel Management, Recruiting, Training, Human Resources, Employee Relations, HRIS, Leadership, Interviews, Onboarding, Employee Benefits, Employee Engagement, Management, Hiring, Policy, Strategic Planning, Strategy
Education
St. Francis Xavier University 2010 — 2012
Adult Education Certificate, Adult Education
Nova Scotia Community College
Advanced Diploma in Human Resources Management, Human Resources, Graduated with Honours
Atlantic Broadcasting Institute 1991 — 1993
Diploma in Broadcasting, Radio Broadcasting
Mount Saint Vincent University
Hants East Rural High
Desjardins Financial Security Independent Network January 2015 - Present
Shannex Incorporated April 2013 - March 2014
Nova Scotia Community College June 2012 - March 2013
Halifax Regional School Board August 2008 - May 2012
Halifax Regional School Board May 2007 - August 2008
Halifax Regional School Board November 2006 - May 2007
Convergys 2004 - 2005
Rogers Communications July 2000 - March 2004
Rogers Communications July 2000 - November 2002
Skills
Performance Management, Leadership Development, Workshop Facilitation, Workforce Planning, Temporary Placement, Succession Planning, New Hire Orientations, HR Policies, Coaching, Staff Development, Adult Education, Personnel Management, Recruiting, Training, Human Resources, Employee Relations, HRIS, Leadership, Interviews, Onboarding, Employee Benefits, Employee Engagement, Management, Hiring, Policy, Strategic Planning, Strategy
Education
St. Francis Xavier University 2010 — 2012
Adult Education Certificate, Adult Education
Nova Scotia Community College
Advanced Diploma in Human Resources Management, Human Resources, Graduated with Honours
Atlantic Broadcasting Institute 1991 — 1993
Diploma in Broadcasting, Radio Broadcasting
Mount Saint Vincent University
Hants East Rural High
Samuel Waxman, CHS's Desjardins Financial Security Independent Network Experience November 2011 - December 2011
Job Managing Partner and Financial Advisor at Millennial Financial Group
Industry Financial Services
Experience
Millennial Financial Group December 2014 - Present
Peter Waxman Insurance Agency Ltd. February 2012 - December 2014
Investors Group March 2012 - April 2012
Desjardins Financial Security Independent Network November 2011 - December 2011
Camp Wahanowin June 2010 - August 2011
Manulife Financial May 2011 - June 2011
Alpha Epsilon Pi August 2009 - June 2010
Skills
Insurance, Investments, Critical Illness, Disability Insurance, Team Leadership, Financial Advisory, Estate Planning, Leadership, Life Insurance, Financial Services, Portfolio Management, Wealth, Health Insurance, Financial Planning, Insurance Planning, Retirement Savings, Public Speaking, Problem Solving, Retirement Planning, Retirement Solutions, Long Term Care, Group Benefits, Employee Benefits, Pensions, RRSP, TFSA, RESP, Fixed Annuities, Investment Advisory, Investment Strategies, Financial Planners, Retirement
Education
Seneca College of Applied Arts and Technology 2011 — 2012
Graduate Certificate Program, Financial Services Practitioner
The University of Western Ontario 2006 — 2011
Bachelor of Arts (BA), Political Science and Government
Millennial Financial Group December 2014 - Present
Peter Waxman Insurance Agency Ltd. February 2012 - December 2014
Investors Group March 2012 - April 2012
Desjardins Financial Security Independent Network November 2011 - December 2011
Camp Wahanowin June 2010 - August 2011
Manulife Financial May 2011 - June 2011
Alpha Epsilon Pi August 2009 - June 2010
Skills
Insurance, Investments, Critical Illness, Disability Insurance, Team Leadership, Financial Advisory, Estate Planning, Leadership, Life Insurance, Financial Services, Portfolio Management, Wealth, Health Insurance, Financial Planning, Insurance Planning, Retirement Savings, Public Speaking, Problem Solving, Retirement Planning, Retirement Solutions, Long Term Care, Group Benefits, Employee Benefits, Pensions, RRSP, TFSA, RESP, Fixed Annuities, Investment Advisory, Investment Strategies, Financial Planners, Retirement
Education
Seneca College of Applied Arts and Technology 2011 — 2012
Graduate Certificate Program, Financial Services Practitioner
The University of Western Ontario 2006 — 2011
Bachelor of Arts (BA), Political Science and Government
Bartek Piraszewski Bartek Piraszewski's Desjardins Financial Security Independent Network Experience April 2014 - Present
Job Financial Advisor at Desjardins Financial Security Investments Inc.
Industry Recreational Facilities and Services
Experience
Desjardins Financial Security Investments Inc. February 2014 - Present
Desjardins Financial Security Independent Network April 2014 - Present
Canadian Forces September 2011 - Present
City of Ottawa 2006 - Present
Alcatel-Lucent January 2007 - June 2007
Skills
First Aid, Research, Emergency Management, Teamwork, Determined to Succeed, Innovative, Business Administration, Financial Advisory, Investments, Mutual Funds, Retirement Planning, Estate Planning, RRSP, TFSA, Small Business, Wealth Accumulation, Strategic Planning, Insurance, Sales, Leadership, Training, Time Management
Education
Oliver's Learning 2014 — 2014
Life and Health Insurance License, Life License Qualification Program
IFSE Institute 2013 — 2013
Canadian Investment Funds Course, Investments and Securities
Algonquin College of Applied Arts and Technology 2008 — 2012
Diploma - Business Administration, Business Administration and Management, Human Resource Management
All Saints Catholic High School
Desjardins Financial Security Investments Inc. February 2014 - Present
Desjardins Financial Security Independent Network April 2014 - Present
Canadian Forces September 2011 - Present
City of Ottawa 2006 - Present
Alcatel-Lucent January 2007 - June 2007
Skills
First Aid, Research, Emergency Management, Teamwork, Determined to Succeed, Innovative, Business Administration, Financial Advisory, Investments, Mutual Funds, Retirement Planning, Estate Planning, RRSP, TFSA, Small Business, Wealth Accumulation, Strategic Planning, Insurance, Sales, Leadership, Training, Time Management
Education
Oliver's Learning 2014 — 2014
Life and Health Insurance License, Life License Qualification Program
IFSE Institute 2013 — 2013
Canadian Investment Funds Course, Investments and Securities
Algonquin College of Applied Arts and Technology 2008 — 2012
Diploma - Business Administration, Business Administration and Management, Human Resource Management
All Saints Catholic High School
Romeo Walter Dos Remedios Romeo Walter Dos Remedios's Desjardins Financial Security Independent Network Experience
Job For All Your Life, Health Insurance and Investment Needs
Industry Financial Services
Experience
Desjardins Financial Security Independent Network
Skills
Segregated Funds, Critical Illness, Retirement Planning, Long Term Care, Investments, Financial Planning, Group Benefits, Mutual Funds, Retirement, Health Insurance, Disability Insurance, Insurance, Retirement Savings, Insurance Planning, Term Life Insurance, Employee Benefits, Savings, RESP, TFSA, Estate Planning, Wealth Management, RRSP, Fixed Annuities, Investment Advisory, Financial Planners, Long Term Care Insurance, Securities, Wealth, Strategic Financial..., Wealth Accumulation, Financial Advisory, Financial Services, Life Insurance, Investment Strategies, Income Protection, Whole Life, Universal Life, Long-term Care, Small Business, Permanent Life Insurance, Pensions, Mortgage Lending
Education
University of Mumbai
Bachelor of Commerce (B.Com.)
Desjardins Financial Security Independent Network
Skills
Segregated Funds, Critical Illness, Retirement Planning, Long Term Care, Investments, Financial Planning, Group Benefits, Mutual Funds, Retirement, Health Insurance, Disability Insurance, Insurance, Retirement Savings, Insurance Planning, Term Life Insurance, Employee Benefits, Savings, RESP, TFSA, Estate Planning, Wealth Management, RRSP, Fixed Annuities, Investment Advisory, Financial Planners, Long Term Care Insurance, Securities, Wealth, Strategic Financial..., Wealth Accumulation, Financial Advisory, Financial Services, Life Insurance, Investment Strategies, Income Protection, Whole Life, Universal Life, Long-term Care, Small Business, Permanent Life Insurance, Pensions, Mortgage Lending
Education
University of Mumbai
Bachelor of Commerce (B.Com.)
Gavin Jung, CFP, PFP, FCSI Gavin Jung, CFP, PFP, FCSI's Desjardins Financial Security Independent Network Experience 2006 - 2008
Job Managing Director at Insured 2 Day
Industry Financial Services
Experience
Insured 2 Day 2013 - Present
PPI Solutions 2013 - 2013
Sun Life Financial 2010 - 2013
RBC Wealth Management / RBC Insurance 2008 - 2009
Desjardins Financial Security Independent Network 2006 - 2008
Foresters 2005 - 2006
Generation Financial 2000 - 2005
IBM 1996 - 1998
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Disability Insurance, Insurance, Critical Illness, Wealth, Sales Management, Sales Presentations, Presentation Development, Term Life Insurance, Financial Planners, Retirement, Financial Advisory, Fixed Annuities, Wealth Management..., Investment Strategies, Income Protection, Financial Services, Wealth Accumulation, Pensions, Life Insurance, Retirement Savings, High Net Worth..., Long-term Care, Estate Planning, Recruiting, Business Coaching, Alternative Investments, Universal Life, Investment Advisory, Securities, Finance, Savings, Personal Financial..., Health Insurance, Asset Allocation, Variable Annuities, Portfolio Management, Financial Planning
Education
CSI - Canadian Securities Institute 2011 — 2011
CSC - Canadian Securities Course
CSI - Canadian Securities Institute 2010 — 2010
PFPC, Personal Financial Planning Course
IFIC - Investment Funds Institute of Canada 2006 — 2006
Branch Managers Course
Douglas College 1982 — 1985
Business and Marketing Diploma Program
British Columbia Institute of Technology / BCIT 1982 — 1983
Advertising and Public Relations Program
University of East Asia 1981 — 1982
Business Management Program
IFIC - Investment Funds Institute of Canada
Mutual Fund Licensing Course
Alberta Insurance Council
LLQP, Life Insurance Licensing Course - Level 1 & 2, Accident & Sickness Licensing
Insured 2 Day 2013 - Present
PPI Solutions 2013 - 2013
Sun Life Financial 2010 - 2013
RBC Wealth Management / RBC Insurance 2008 - 2009
Desjardins Financial Security Independent Network 2006 - 2008
Foresters 2005 - 2006
Generation Financial 2000 - 2005
IBM 1996 - 1998
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Disability Insurance, Insurance, Critical Illness, Wealth, Sales Management, Sales Presentations, Presentation Development, Term Life Insurance, Financial Planners, Retirement, Financial Advisory, Fixed Annuities, Wealth Management..., Investment Strategies, Income Protection, Financial Services, Wealth Accumulation, Pensions, Life Insurance, Retirement Savings, High Net Worth..., Long-term Care, Estate Planning, Recruiting, Business Coaching, Alternative Investments, Universal Life, Investment Advisory, Securities, Finance, Savings, Personal Financial..., Health Insurance, Asset Allocation, Variable Annuities, Portfolio Management, Financial Planning
Education
CSI - Canadian Securities Institute 2011 — 2011
CSC - Canadian Securities Course
CSI - Canadian Securities Institute 2010 — 2010
PFPC, Personal Financial Planning Course
IFIC - Investment Funds Institute of Canada 2006 — 2006
Branch Managers Course
Douglas College 1982 — 1985
Business and Marketing Diploma Program
British Columbia Institute of Technology / BCIT 1982 — 1983
Advertising and Public Relations Program
University of East Asia 1981 — 1982
Business Management Program
IFIC - Investment Funds Institute of Canada
Mutual Fund Licensing Course
Alberta Insurance Council
LLQP, Life Insurance Licensing Course - Level 1 & 2, Accident & Sickness Licensing
Ravinder Jassu's Desjardins Financial Security Independent Network Experience October 2009 - Present
Job Life and health insurance advisor at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network October 2009 - Present
Skills
Segregated Funds, Retirement Planning, Financial Planning, Wealth Management, Investments, Customer Service, Retirement, Fixed Annuities, Financial Planners, Strategic Financial..., Investment Properties, First Time Home Buyers, Insurance, Financial Services, Negotiation, Financial Advisory, Finance, Mortgage Lending
Education
Punjab Technical University 2001 — 2004
Master's of computer application (IT), computer, Master Degree
punjab school education board 1985 — 1994
Desjardins Financial Security Independent Network October 2009 - Present
Skills
Segregated Funds, Retirement Planning, Financial Planning, Wealth Management, Investments, Customer Service, Retirement, Fixed Annuities, Financial Planners, Strategic Financial..., Investment Properties, First Time Home Buyers, Insurance, Financial Services, Negotiation, Financial Advisory, Finance, Mortgage Lending
Education
Punjab Technical University 2001 — 2004
Master's of computer application (IT), computer, Master Degree
punjab school education board 1985 — 1994
Jean-Michel Lamontagne, CIM's Desjardins Financial Security Independent Network Experience February 2012 - June 2013
Job Sales Associate at PIMCO
Industry Banking
Experience
PIMCO July 2014 - Present
CIBC Asset Management June 2013 - July 2014
Desjardins Financial Security Independent Network February 2012 - June 2013
Marsh Canada Limited October 2010 - February 2012
McGill University June 2010 - December 2010
Education
McGill University 2008 — 2011
Bachelor of Commerce, Finance major
St. Lawrence College 2006 — 2008
DEC, Pure & Applied Sciences
PIMCO July 2014 - Present
CIBC Asset Management June 2013 - July 2014
Desjardins Financial Security Independent Network February 2012 - June 2013
Marsh Canada Limited October 2010 - February 2012
McGill University June 2010 - December 2010
Education
McGill University 2008 — 2011
Bachelor of Commerce, Finance major
St. Lawrence College 2006 — 2008
DEC, Pure & Applied Sciences
Don Dobrowolski Don Dobrowolski's Desjardins Financial Security Independent Network Experience December 1989 - Present
Job Financial Planner at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network December 1989 - Present
Education
Humber College 1981 — 1984
Desjardins Financial Security Independent Network December 1989 - Present
Education
Humber College 1981 — 1984
Suzan Demaio Suzan Demaio's Desjardins Financial Security Independent Network Experience October 2009 - December 2009
Job Consultant at Investors Group
Industry Financial Services
Experience
Sun Life Financial March 2010 - June 2010
Desjardins Financial Security Independent Network October 2009 - December 2009
Aon Reed Stenhouse 2000 - 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Investments, Insurance, Investment Strategies, Critical Illness, Living Benefits..., RESP, RRSP, RRIF, Financial Services, Retirement, Mutual Funds, Financial Planners, Pensions, Financial Advisory, Investment Advisory, Wealth, Tax Minimization..., Disability Insurance, Life Insurance, Finance, Personal Finance, Financial Planning, Customer Service, Risk Management, Small Business, Strategic Planning
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Sun Life Financial March 2010 - June 2010
Desjardins Financial Security Independent Network October 2009 - December 2009
Aon Reed Stenhouse 2000 - 2008
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Investments, Insurance, Investment Strategies, Critical Illness, Living Benefits..., RESP, RRSP, RRIF, Financial Services, Retirement, Mutual Funds, Financial Planners, Pensions, Financial Advisory, Investment Advisory, Wealth, Tax Minimization..., Disability Insurance, Life Insurance, Finance, Personal Finance, Financial Planning, Customer Service, Risk Management, Small Business, Strategic Planning
Education
Seneca College of Applied Arts and Technology 2009 — 2010
William MacGregor William MacGregor's Desjardins Financial Security Independent Network Experience 1983 - Present
Job Certified Financial Advisor at Desjardins Financial Security
Industry Financial Services
Experience
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
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
Jacqueline Soong's Desjardins Financial Security Independent Network Experience July 2014 - Present
Job Financial Advisor at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network July 2014 - Present
Costco Wholesale Canada August 2013 - May 2014
Queen's Business Consulting January 2014 - April 2014
Cineplex Entertainment April 2009 - September 2013
Queen's Commerce Society March 2011 - December 2012
Engine Advertising Inc. June 2012 - August 2012
Queen's Commerce Society March 2011 - April 2012
Thomas, Large & Singer Inc December 2009 - August 2011
Education
Queen's University 2010 — 2014
Commerce, Commerce
National University of Singapore 2012 — 2013
Bachelor of Commerce (B.Comm), Exchange
Bader International Study Center 2012 — 2012
Bachelor of Commerce (B.Comm), Summer Program
Desjardins Financial Security Independent Network July 2014 - Present
Costco Wholesale Canada August 2013 - May 2014
Queen's Business Consulting January 2014 - April 2014
Cineplex Entertainment April 2009 - September 2013
Queen's Commerce Society March 2011 - December 2012
Engine Advertising Inc. June 2012 - August 2012
Queen's Commerce Society March 2011 - April 2012
Thomas, Large & Singer Inc December 2009 - August 2011
Education
Queen's University 2010 — 2014
Commerce, Commerce
National University of Singapore 2012 — 2013
Bachelor of Commerce (B.Comm), Exchange
Bader International Study Center 2012 — 2012
Bachelor of Commerce (B.Comm), Summer Program
Sarah Persaud Sarah Persaud's Desjardins Financial Security Independent Network Experience March 2015 - Present
Job Financial Advisor at Desjardins Financial
Industry Insurance
Experience
Desjardins Financial Security Independent Network March 2015 - Present
RBC Insurance June 2014 - March 2015
Skills
Retirement Planning, Retirement Savings, Life Insurance, Disability Insurance, Critical Illness, Fixed Annuities, Indexed Annuities, Segregated Funds, Health Insurance, Microsoft Office, Microsoft Word, Friendly Personality, PowerPoint, Pdf, Saving for Education, Savings, Wealth, Retirement, Financial Planners, Wealth Accumulation, Term Life Insurance, Financial Advisory, Investment Advisory, Whole Life, Wealth Management, Insurance, Financial Planning, Customer Service
Education
Centennial College
Wexford Collegiate Institute
Desjardins Financial Security Independent Network March 2015 - Present
RBC Insurance June 2014 - March 2015
Skills
Retirement Planning, Retirement Savings, Life Insurance, Disability Insurance, Critical Illness, Fixed Annuities, Indexed Annuities, Segregated Funds, Health Insurance, Microsoft Office, Microsoft Word, Friendly Personality, PowerPoint, Pdf, Saving for Education, Savings, Wealth, Retirement, Financial Planners, Wealth Accumulation, Term Life Insurance, Financial Advisory, Investment Advisory, Whole Life, Wealth Management, Insurance, Financial Planning, Customer Service
Education
Centennial College
Wexford Collegiate Institute
Ali Pahlavani, MBA, CFP, CHS Ali Pahlavani, MBA, CFP, CHS's Desjardins Financial Security Independent Network Experience 2012 - Present
Job Director, New Business Development at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network 2012 - Present
GAMA International Canada January 2014 - Present
Advocis, The Financial Advisors Association of Canada May 2013 - Present
Desjardins Financial Security Investments Inc. 2012 - Present
ACE Limited - Combined Insurance December 2010 - January 2012
ACE Limited - Combined Insurance August 2007 - December 2010
Marcopolo Voyages Co. January 2005 - August 2007
Pasargad Tours August 2001 - January 2005
Skills
Financial Advisory, Strategic Leadership, Business Planning, Personnel Recruiting, New Business Development, Training & Development, Life Insurance, Strategic Financial..., Analysis, Financial Planning, Recruiting, Management, Employee Training, Business Development, Leadership, Sales, Training, Coaching, Finance, Team Building, Strategy, Personnel Selection, Risk Management, Change Management, Sales Management, Insurance, Disability Insurance, Investments
Education
Carleton University
MBA, Master of Business Administration
University of Tehran
Master's Degree, Civil Engineering
Amirkabir University of Technology - Tehran Polytechnic
Bachelor's Degree, Civil Engineering
Desjardins Financial Security Independent Network 2012 - Present
GAMA International Canada January 2014 - Present
Advocis, The Financial Advisors Association of Canada May 2013 - Present
Desjardins Financial Security Investments Inc. 2012 - Present
ACE Limited - Combined Insurance December 2010 - January 2012
ACE Limited - Combined Insurance August 2007 - December 2010
Marcopolo Voyages Co. January 2005 - August 2007
Pasargad Tours August 2001 - January 2005
Skills
Financial Advisory, Strategic Leadership, Business Planning, Personnel Recruiting, New Business Development, Training & Development, Life Insurance, Strategic Financial..., Analysis, Financial Planning, Recruiting, Management, Employee Training, Business Development, Leadership, Sales, Training, Coaching, Finance, Team Building, Strategy, Personnel Selection, Risk Management, Change Management, Sales Management, Insurance, Disability Insurance, Investments
Education
Carleton University
MBA, Master of Business Administration
University of Tehran
Master's Degree, Civil Engineering
Amirkabir University of Technology - Tehran Polytechnic
Bachelor's Degree, Civil Engineering
Chris Lamanna Chris Lamanna's Desjardins Financial Security Independent Network Experience May 2012 - October 2014
Job at
Industry Financial Services
Experience
Sun Life Financial October 2014 - Present
Desjardins Financial Security Independent Network May 2012 - October 2014
Grey Power October 2010 - May 2012
Skills
Insurance, Strategic Financial..., Investments, Mutual Funds, Financial Analysis, Wealth Management, Finance, Banking, Employee Benefits, Mortgage Lending, Financial Services, Underwriting, Risk Management, Analysis, Securities, Business Analysis, Financial Risk, Customer Service, Life Insurance, Financial Advisory, Financial Planning
Education
George Brown College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General
Sun Life Financial October 2014 - Present
Desjardins Financial Security Independent Network May 2012 - October 2014
Grey Power October 2010 - May 2012
Skills
Insurance, Strategic Financial..., Investments, Mutual Funds, Financial Analysis, Wealth Management, Finance, Banking, Employee Benefits, Mortgage Lending, Financial Services, Underwriting, Risk Management, Analysis, Securities, Business Analysis, Financial Risk, Customer Service, Life Insurance, Financial Advisory, Financial Planning
Education
George Brown College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General
Jeff Cleary Jeff Cleary's Desjardins Financial Security Independent Network Experience June 2011 - June 2012
Job Life & Health Insurance Specialist at LMS PROLINK Ltd.
Industry Financial Services
Experience
LMS PROLINK Ltd. May 2012 - Present
Desjardins Financial Security Independent Network June 2011 - June 2012
Peregrine Promotions Inc. 2003 - 2011
Corporate Promotions Inc. August 1995 - October 2002
Skills
Critical Illness, Disability Insurance, Health Insurance, Segregated Funds, Insurance Planning, Group Benefits, Employee Benefits, Investments, Fixed Annuities, Financial Planners, Risk Management, Insurance, Pensions, Securities, Term Life Insurance, Long-term Care, Long Term Care Insurance, Financial Services, Life Insurance, Finance, Wealth
Education
Fanshawe College 1991 — 1993
Diploma, Business Marketing
LMS PROLINK Ltd. May 2012 - Present
Desjardins Financial Security Independent Network June 2011 - June 2012
Peregrine Promotions Inc. 2003 - 2011
Corporate Promotions Inc. August 1995 - October 2002
Skills
Critical Illness, Disability Insurance, Health Insurance, Segregated Funds, Insurance Planning, Group Benefits, Employee Benefits, Investments, Fixed Annuities, Financial Planners, Risk Management, Insurance, Pensions, Securities, Term Life Insurance, Long-term Care, Long Term Care Insurance, Financial Services, Life Insurance, Finance, Wealth
Education
Fanshawe College 1991 — 1993
Diploma, Business Marketing
Rob Caissie CLU CFP Rob Caissie CLU CFP's Desjardins Financial Security Independent Network Experience March 2013 - Present
Job Managing Director at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network March 2013 - Present
Freedom 55 Financial March 2003 - February 2013
Great-West January 1998 - February 2003
Desjardins January 1992 - December 1997
London Life June 1989 - December 1992
Skills
Strategic Financial..., Investments, Retirement, Retirement Planning, Business Planning, Estate Planning, Business Development, Financial Planning, Finance, Critical Illness, Life Insurance, Financial Services, Insurance, Employee Benefits, Budgeting, Wealth Management, Budgets, Group Benefits
Education
Saint Mary's University 1985 — 1989
Bachelor of Commerce, Marketing
Pictou Academy 1983 — 1985
Desjardins Financial Security Independent Network March 2013 - Present
Freedom 55 Financial March 2003 - February 2013
Great-West January 1998 - February 2003
Desjardins January 1992 - December 1997
London Life June 1989 - December 1992
Skills
Strategic Financial..., Investments, Retirement, Retirement Planning, Business Planning, Estate Planning, Business Development, Financial Planning, Finance, Critical Illness, Life Insurance, Financial Services, Insurance, Employee Benefits, Budgeting, Wealth Management, Budgets, Group Benefits
Education
Saint Mary's University 1985 — 1989
Bachelor of Commerce, Marketing
Pictou Academy 1983 — 1985
Ron Bettle Ron Bettle's Desjardins Financial Security Independent Network Experience December 2009 - Present
Job Life & Health Insurance Advisor at Desjardins Financial Security
Industry Financial Services
Experience
Desjardins Financial Security Independent Network December 2009 - Present
WealthBooster Inc. January 2009 - December 2009
IBM Canada Ltd. March 2006 - July 2007
IBM 2006 - 2007
IBM Canada Ltd. February 2004 - April 2006
IBM Canada Ltd. August 1999 - February 2003
IBM Canada Ltd. January 1996 - August 1999
Skills
Retirement, Wealth, Estate Planning, Wealth Management, Wealth Accumulation, Insurance, Financial Planning, Strategic Financial..., Employee Benefits, Risk Management, Investments, Change Management, Asset Managment, Financial Services, Management, Leadership, Retirement Planning, Life Insurance, Finance, Disability Insurance, Strategic Planning, Program Management, Customer Satisfaction, Team Building, Analysis, Human Resources, Banking, Portfolio Management, Process Improvement, Business Analysis, CRM, Business Planning, Sales, Pensions, Time Management, Mortgage Lending, Financial Analysis, Business Strategy, Financial Planners, Call Centers, Teamwork, Health Insurance, Team Leadership, Networking, Financial Advisory, Financial Risk, Training, Critical Illness, Coaching, Management Consulting
Education
Seneca College of Applied Arts and Technology 2008 — 2008
Life Licence
Seneca College of Applied Arts and Technology 1990 — 1994
Diploma, Human Resources Management
DeVry Institute of Technology 1973 — 1975
Diploma, Electronic Technician
Rothesay High School 1968 — 1971
Desjardins Financial Security Independent Network December 2009 - Present
WealthBooster Inc. January 2009 - December 2009
IBM Canada Ltd. March 2006 - July 2007
IBM 2006 - 2007
IBM Canada Ltd. February 2004 - April 2006
IBM Canada Ltd. August 1999 - February 2003
IBM Canada Ltd. January 1996 - August 1999
Skills
Retirement, Wealth, Estate Planning, Wealth Management, Wealth Accumulation, Insurance, Financial Planning, Strategic Financial..., Employee Benefits, Risk Management, Investments, Change Management, Asset Managment, Financial Services, Management, Leadership, Retirement Planning, Life Insurance, Finance, Disability Insurance, Strategic Planning, Program Management, Customer Satisfaction, Team Building, Analysis, Human Resources, Banking, Portfolio Management, Process Improvement, Business Analysis, CRM, Business Planning, Sales, Pensions, Time Management, Mortgage Lending, Financial Analysis, Business Strategy, Financial Planners, Call Centers, Teamwork, Health Insurance, Team Leadership, Networking, Financial Advisory, Financial Risk, Training, Critical Illness, Coaching, Management Consulting
Education
Seneca College of Applied Arts and Technology 2008 — 2008
Life Licence
Seneca College of Applied Arts and Technology 1990 — 1994
Diploma, Human Resources Management
DeVry Institute of Technology 1973 — 1975
Diploma, Electronic Technician
Rothesay High School 1968 — 1971
Eric Henderson, CHS Eric Henderson, CHS's Desjardins Financial Security Independent Network Experience December 2009 - April 2011
Job Financial Services Representative at CIBC
Industry Financial Services
Experience
CIBC August 2014 - Present
ARC Financial Planning Group Ltd. May 2011 - July 2014
Desjardins Financial Security Independent Network December 2009 - April 2011
TD Bank Group February 2007 - February 2008
Skills
Strategic Financial..., Retirement Planning, Investments, Disability Insurance, Critical Illness, Health Insurance, Life Insurance, Insurance, Retirement, Wealth, Financial Planning, Long Term Care, Term Life Insurance, Finance, Employee Benefits, Group Benefits, Long-term Care, Fixed Annuities, Financial Planners, Group Insurance
Education
Fanshawe College
Diploma, Business
CIBC August 2014 - Present
ARC Financial Planning Group Ltd. May 2011 - July 2014
Desjardins Financial Security Independent Network December 2009 - April 2011
TD Bank Group February 2007 - February 2008
Skills
Strategic Financial..., Retirement Planning, Investments, Disability Insurance, Critical Illness, Health Insurance, Life Insurance, Insurance, Retirement, Wealth, Financial Planning, Long Term Care, Term Life Insurance, Finance, Employee Benefits, Group Benefits, Long-term Care, Fixed Annuities, Financial Planners, Group Insurance
Education
Fanshawe College
Diploma, Business
John Scholl John Scholl's Desjardins Financial Security Independent Network Experience April 2011 - Present
Job Financial Consultant at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network April 2011 - Present
Investors Group Financial Services Inc. November 2007 - April 2011
Sun Life June 1990 - October 2006
Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Pensions, Mutual Funds, Wealth Management, Wealth, Estate Planning, Fixed Annuities, Investments, Disability Insurance
Education
Canadian Institute of Chartered Life Underwriters 2009 — 2010
CLU, Estate Planning, Risk Mgmt
Financial Planning Standards Council 2009 — 2010
CFP, Financial Planning, Retirement, Tax, Risk Mgmt, Investment, Estate Planning
Certfied General Accountants 1987 — 1993
CGA, Accounting, Finance
University of Waterloo 1967 — 1969
B. Mathematics, Mathematics
McMaster University 1966 — 1967
Desjardins Financial Security Independent Network April 2011 - Present
Investors Group Financial Services Inc. November 2007 - April 2011
Sun Life June 1990 - October 2006
Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Pensions, Mutual Funds, Wealth Management, Wealth, Estate Planning, Fixed Annuities, Investments, Disability Insurance
Education
Canadian Institute of Chartered Life Underwriters 2009 — 2010
CLU, Estate Planning, Risk Mgmt
Financial Planning Standards Council 2009 — 2010
CFP, Financial Planning, Retirement, Tax, Risk Mgmt, Investment, Estate Planning
Certfied General Accountants 1987 — 1993
CGA, Accounting, Finance
University of Waterloo 1967 — 1969
B. Mathematics, Mathematics
McMaster University 1966 — 1967
Adrian Kraizel Adrian Kraizel's Desjardins Financial Security Independent Network Experience 2013 - Present
Job Financial Security Advisor Offering Life, Health, Group Insurance and Investments
Industry Financial Services
Experience
Desjardins Financial Security Independent Network 2013 - Present
Desjardins Financial Security Independent Network January 2013 - Present
Guats Life Style Inc 2008 - 2012
Investors Group 2006 - 2009
Gentry Knitting Mills 2000 - 2006
Skills
Entrepreneurship, Strategic Financial..., Investments, Business Strategy, Life Insurance, Life & Health Insurance..., Critical Illness, Disability Insurance, Group Insurance, Mutual Funds, Start-ups, Retirement Planning, Fixed Annuities, Business Planning, Time Management, Risk Management, Financial Advisory, Finance, Financial Services, Wealth, Business Development, Financial Planners, Financial Planning
Education
Philadelphia University 1995 — 1998
Bachelor of Science (B.S.), Engineering
The University of Western Ontario 1991 — 1994
Bachelor of Arts (B.A.), History
Desjardins Financial Security Independent Network 2013 - Present
Desjardins Financial Security Independent Network January 2013 - Present
Guats Life Style Inc 2008 - 2012
Investors Group 2006 - 2009
Gentry Knitting Mills 2000 - 2006
Skills
Entrepreneurship, Strategic Financial..., Investments, Business Strategy, Life Insurance, Life & Health Insurance..., Critical Illness, Disability Insurance, Group Insurance, Mutual Funds, Start-ups, Retirement Planning, Fixed Annuities, Business Planning, Time Management, Risk Management, Financial Advisory, Finance, Financial Services, Wealth, Business Development, Financial Planners, Financial Planning
Education
Philadelphia University 1995 — 1998
Bachelor of Science (B.S.), Engineering
The University of Western Ontario 1991 — 1994
Bachelor of Arts (B.A.), History
Steven Langille, CFP Steven Langille, CFP's Desjardins Financial Security Independent Network Experience September 1996 - Present
Job Certified Financial Planner and Branch ManagerMutual Funds at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network September 1996 - Present
Pascal Stores Limited (Furniture Division) March 1980 - September 1992
Skills
Wealth Management, Long Term Care Insurance, Retirement Savings, Mortgage Insurance, Guaranteed Lifetime..., Income Protection, Estate Planning, Critical Illness, Pensions, Long-term Care, Segregated Funds, Life Insurance, RRSP, Investments, Retirement Planning, Financial Planners, Permanent Life Insurance, Retirement, RESP, TFSA, Wealth Accumulation, Disability Insurance, Group Benefit Plans, Term Life Insurance, Investment Strategies, Insurance, Mutual Funds, Fixed Annuities, Investment Advisory, Savings, Health Insurance, Strategic Financial..., Wealth, Financial Advisory, Protection..., Saving for Education, Mortgage Lending, Employee Benefits, Securities, Personal Finance, Universal Life, Personal Financial..., Financial Services, Key Person Insurance, Certified Financial..., Asset Allocation, Charitable Gift Planning, Buy-sell Agreements, High Net Worth..., Wealth Management...
Education
McGill University 1975 — 1977
Bachelor of Arts (B.A.)
Desjardins Financial Security Independent Network September 1996 - Present
Pascal Stores Limited (Furniture Division) March 1980 - September 1992
Skills
Wealth Management, Long Term Care Insurance, Retirement Savings, Mortgage Insurance, Guaranteed Lifetime..., Income Protection, Estate Planning, Critical Illness, Pensions, Long-term Care, Segregated Funds, Life Insurance, RRSP, Investments, Retirement Planning, Financial Planners, Permanent Life Insurance, Retirement, RESP, TFSA, Wealth Accumulation, Disability Insurance, Group Benefit Plans, Term Life Insurance, Investment Strategies, Insurance, Mutual Funds, Fixed Annuities, Investment Advisory, Savings, Health Insurance, Strategic Financial..., Wealth, Financial Advisory, Protection..., Saving for Education, Mortgage Lending, Employee Benefits, Securities, Personal Finance, Universal Life, Personal Financial..., Financial Services, Key Person Insurance, Certified Financial..., Asset Allocation, Charitable Gift Planning, Buy-sell Agreements, High Net Worth..., Wealth Management...
Education
McGill University 1975 — 1977
Bachelor of Arts (B.A.)
Akaash Kalra Akaash Kalra's Desjardins Financial Security Independent Network Experience April 2010 - Present
Job Investment Funds Advisor & Life and Health Insurance Advisor at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network April 2010 - Present
Desjardin Financial Security Independent Network April 2009 - February 2010
Bell Mobility May 2008 - January 2009
Canada Post/CPIP March 2004 - May 2008
Harry Rosen March 2000 - March 2004
Skills
BCOMM. - Financial..., Financial Services, Financial Planners, Mutual Funds, Management, Investments, Retirement, Insurance, Strategic Financial..., Analysis, Securities, Finance, Wealth Management, Retirement Planning, Life Insurance, Wealth, Financial Planning
Education
Seneca College of Applied Arts and Technology 2007 — 2010
Bachelor of Applied Business, Financial Service Management
Seneca College of Applied Arts and Technology 2003 — 2006
Accounting Diploma
Desjardins Financial Security Independent Network April 2010 - Present
Desjardin Financial Security Independent Network April 2009 - February 2010
Bell Mobility May 2008 - January 2009
Canada Post/CPIP March 2004 - May 2008
Harry Rosen March 2000 - March 2004
Skills
BCOMM. - Financial..., Financial Services, Financial Planners, Mutual Funds, Management, Investments, Retirement, Insurance, Strategic Financial..., Analysis, Securities, Finance, Wealth Management, Retirement Planning, Life Insurance, Wealth, Financial Planning
Education
Seneca College of Applied Arts and Technology 2007 — 2010
Bachelor of Applied Business, Financial Service Management
Seneca College of Applied Arts and Technology 2003 — 2006
Accounting Diploma
Caroline Perron's Desjardins Financial Security Independent Network Experience September 2004 - August 2008
Job Directrice Comptes chez Desjardins General Insurance Group
Industry Insurance
Experience
Desjardins General Insurance Group February 2012 - Present
Xerox Corporation August 2008 - January 2012
Desjardins Financial Security Independent Network September 2004 - August 2008
Desjardins General Insurance Group September 2002 - September 2004
Humanex June 2002 - August 2002
Skills
New Business Development, Strategic Planning, Business Strategy, Risk Management, Team Leadership, Coaching, Marketing Strategy, Insurance, Négociations, BtoB
Education
Université du Québec à Montréal / UQAM 2005 — 2011
Certificat Planification Financière, Pas terminé
Université Laval 1999 — 2002
Baccalauréat Administrations, Mineurs: Marketing & Gestion Ressources Humaines
Desjardins General Insurance Group February 2012 - Present
Xerox Corporation August 2008 - January 2012
Desjardins Financial Security Independent Network September 2004 - August 2008
Desjardins General Insurance Group September 2002 - September 2004
Humanex June 2002 - August 2002
Skills
New Business Development, Strategic Planning, Business Strategy, Risk Management, Team Leadership, Coaching, Marketing Strategy, Insurance, Négociations, BtoB
Education
Université du Québec à Montréal / UQAM 2005 — 2011
Certificat Planification Financière, Pas terminé
Université Laval 1999 — 2002
Baccalauréat Administrations, Mineurs: Marketing & Gestion Ressources Humaines
ANUP KHANNA ANUP KHANNA's Desjardins Financial Security Independent Network Experience September 2007 - Present
Job SALES MANAGER at Desjardins
Industry Financial Services
Experience
Desjardins FINANCIAL SECURITY INDEPENDENT NETWORK September 2007 - Present
KHANNA FINANCIALS LTD March 1996 - Present
KHANNA FINANCIALS LIMITED March 1995 - Present
HEALTH AND WELFARE CANADA February 1993 - September 1993
Skills
Strategic Financial..., Wealth Management, Insurance, Investments, Retirement Planning
Education
NAIT 1987 — 1991
DIPLOMA, ACCOUTING
University of Delhi 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting and Finance
Desjardins FINANCIAL SECURITY INDEPENDENT NETWORK September 2007 - Present
KHANNA FINANCIALS LTD March 1996 - Present
KHANNA FINANCIALS LIMITED March 1995 - Present
HEALTH AND WELFARE CANADA February 1993 - September 1993
Skills
Strategic Financial..., Wealth Management, Insurance, Investments, Retirement Planning
Education
NAIT 1987 — 1991
DIPLOMA, ACCOUTING
University of Delhi 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting and Finance
Iryna Prydatka Iryna Prydatka's Desjardins Financial Security Independent Network Experience July 2009 - Present
Job Life and Health Insurance Advisor
Industry Financial Services
Experience
Desjardins Financial Security Independent Network July 2009 - Present
Future Healing Center 2013 - 2015
Future Healing Center 2013 - 2015
Unicity Canada 2014 - 2014
National Design- Engineering Enterprise 'Beltorgsystema' October 1990 - April 2006
Skills
Life Insurance, Employee Benefits, Long-term Care, Investments, Critical Illness, Retirement Planning, Disability Insurance, Insurance
Education
Oliver's Learning 2008 — 2009
Full LLQP, Life License Qualifying Program
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1972 — 1978
Bachelor's, Automation and Telemechanics
Desjardins Financial Security Independent Network July 2009 - Present
Future Healing Center 2013 - 2015
Future Healing Center 2013 - 2015
Unicity Canada 2014 - 2014
National Design- Engineering Enterprise 'Beltorgsystema' October 1990 - April 2006
Skills
Life Insurance, Employee Benefits, Long-term Care, Investments, Critical Illness, Retirement Planning, Disability Insurance, Insurance
Education
Oliver's Learning 2008 — 2009
Full LLQP, Life License Qualifying Program
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1972 — 1978
Bachelor's, Automation and Telemechanics
Jobi Wong, CFP RHU EPC Jobi Wong, CFP RHU EPC's Desjardins Financial Security Independent Network Experience August 2008 - Present
Job Sales Manager at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network August 2008 - Present
GT Financial Group May 2006 - August 2008
Skills
Retirement Planning, Critical Illness, Retirement Savings, Disability Insurance
Education
University of Michigan 1994 — 1998
B.Sc., Biochemistry, Music
Desjardins Financial Security Independent Network August 2008 - Present
GT Financial Group May 2006 - August 2008
Skills
Retirement Planning, Critical Illness, Retirement Savings, Disability Insurance
Education
University of Michigan 1994 — 1998
B.Sc., Biochemistry, Music
Mayur Pendse Mayur Pendse's Desjardins Financial Security Independent Network Experience March 2005 - Present
Job Investment Fund Advisor, Life & Health Insurance Advisor, Group Insurance Advisor
Industry Financial Services
Experience
Desjardins Financial Security Independent Network March 2005 - Present
Desjardins Financial Security Investments Inc. March 2005 - Present
Pendsion Wealth & Benefits Inc. November 2011 - Present
Infosys Technologies August 2000 - February 2005
Goldman Sachs 2004 - 2005
The Citigroup Private Bank 2002 - 2003
Skills
Business Analysis, Risk Management, Finance, Portfolio Management, SDLC, Retirement Planning, Investments, Program Management, Management, Business Strategy, Requirements Analysis, Oracle, Insurance, Retirement, Mutual Funds, Consulting, Strategic Financial..., Requirements Gathering, Financial Analysis, CRM, IT Strategy, Vendor Management, Financial Planning
Education
York University 1998 — 2000
Bsc, Computer Science
Loyola 1985 — 1993
Pune Institute of Computer Technology
Desjardins Financial Security Independent Network March 2005 - Present
Desjardins Financial Security Investments Inc. March 2005 - Present
Pendsion Wealth & Benefits Inc. November 2011 - Present
Infosys Technologies August 2000 - February 2005
Goldman Sachs 2004 - 2005
The Citigroup Private Bank 2002 - 2003
Skills
Business Analysis, Risk Management, Finance, Portfolio Management, SDLC, Retirement Planning, Investments, Program Management, Management, Business Strategy, Requirements Analysis, Oracle, Insurance, Retirement, Mutual Funds, Consulting, Strategic Financial..., Requirements Gathering, Financial Analysis, CRM, IT Strategy, Vendor Management, Financial Planning
Education
York University 1998 — 2000
Bsc, Computer Science
Loyola 1985 — 1993
Pune Institute of Computer Technology
Eric Macaulay's Desjardins Financial Security Independent Network Experience August 2011 - December 2011
Job Corporate Accountant at Melcor Developments LTD
Industry Real Estate
Experience
Melcor Developments LTD May 2013 - April 2015
Melcor Developments LTD November 2012 - April 2013
Fluid Life June 2012 - October 2012
Desjardins Financial Security Independent Network August 2011 - December 2011
Skills
Microsoft Office, Team Leadership, Teamwork, Accounting, Time Management, Attention To Detail, Interpersonal, Communication, Problem Solving, Organization, Leadership
Education
Wilfrid Laurier University 2007 — 2011
BBA, Honours Bachelor of Business Administration
Ecole supérieure de Commerce de Rennes 2010 — 2010
Transfer Credit Exchange Program, Business
CPA Professional Education Program 2015 — 2017
Tax and Finance
Melcor Developments LTD May 2013 - April 2015
Melcor Developments LTD November 2012 - April 2013
Fluid Life June 2012 - October 2012
Desjardins Financial Security Independent Network August 2011 - December 2011
Skills
Microsoft Office, Team Leadership, Teamwork, Accounting, Time Management, Attention To Detail, Interpersonal, Communication, Problem Solving, Organization, Leadership
Education
Wilfrid Laurier University 2007 — 2011
BBA, Honours Bachelor of Business Administration
Ecole supérieure de Commerce de Rennes 2010 — 2010
Transfer Credit Exchange Program, Business
CPA Professional Education Program 2015 — 2017
Tax and Finance
Luis Morales Neyra Luis Morales Neyra's Desjardins Financial Security Independent Network Experience June 2010 - Present
Job FPSC Level 1™ Certificant in Financial Planning
Industry Financial Services
Experience
Transcard Financial Inc. January 2008 - Present
Desjardins Financial Security Independent Network June 2010 - Present
Heritage Education Funds Inc. 2011 - Present
Transcard Canada Limited 1999 - 2008
Skills
Financial Planning..., Mortgage Broker Agent, Risk Management, Insurance Planning, Critical Illness, Disability Insurance, Term Life Insurance, Health Insurance, Long Term Care, Group Benefits, Financial Planning, Retirement Planning, Savings, Investments, Segregated Funds, Estate Planning, Wealth Management, RESPs, Long-term Care, Financial Planners, Life Insurance, Investment Advisory, Employee Benefits, Wealth, Financial Analysis, Financial Advisory, Personal Finance, Investment Strategies, Insurance, Retirement, Pensions, RESP, Retirement Savings, Fixed Annuities, Asset Allocation, TFSA, Strategic Financial..., Mortgage Lending
Education
Canadian Securities Institute
Continuing Education Mini-Courses - Financial Planning, Insurance & Wealth Management
Canadian Securities Institute 2013 — 2014
CSI Capstone Course for CFP® Certification
Canadian Association Of Accredited Mortgage Professionals 2012 — 2012
Ontario Mortgage Agent Course
Canadian Securities Institute 2010 — 2011
Wealth Management Essentials Financial Planning Supplement Course
Advocis, The Financial Advisors Association of Canada 2009 — 2010
Life License Qualification Program (LLQP) - Life Insurance License
Canadian Securities Institute 2009 — 2010
Wealth Management Essentials Course
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Softrain Institute
SQL, PL-SQL and Oracle 7 courses
Saint Petersburg State Electrotechnical University "LETI"
Master of Science in Electronics Engineering, Specialty: Semiconductors and Dielectrics (Microelectronics)
University of Havana
Preparatory Course for Studying Abroad (Russian)
Transcard Financial Inc. January 2008 - Present
Desjardins Financial Security Independent Network June 2010 - Present
Heritage Education Funds Inc. 2011 - Present
Transcard Canada Limited 1999 - 2008
Skills
Financial Planning..., Mortgage Broker Agent, Risk Management, Insurance Planning, Critical Illness, Disability Insurance, Term Life Insurance, Health Insurance, Long Term Care, Group Benefits, Financial Planning, Retirement Planning, Savings, Investments, Segregated Funds, Estate Planning, Wealth Management, RESPs, Long-term Care, Financial Planners, Life Insurance, Investment Advisory, Employee Benefits, Wealth, Financial Analysis, Financial Advisory, Personal Finance, Investment Strategies, Insurance, Retirement, Pensions, RESP, Retirement Savings, Fixed Annuities, Asset Allocation, TFSA, Strategic Financial..., Mortgage Lending
Education
Canadian Securities Institute
Continuing Education Mini-Courses - Financial Planning, Insurance & Wealth Management
Canadian Securities Institute 2013 — 2014
CSI Capstone Course for CFP® Certification
Canadian Association Of Accredited Mortgage Professionals 2012 — 2012
Ontario Mortgage Agent Course
Canadian Securities Institute 2010 — 2011
Wealth Management Essentials Financial Planning Supplement Course
Advocis, The Financial Advisors Association of Canada 2009 — 2010
Life License Qualification Program (LLQP) - Life Insurance License
Canadian Securities Institute 2009 — 2010
Wealth Management Essentials Course
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Softrain Institute
SQL, PL-SQL and Oracle 7 courses
Saint Petersburg State Electrotechnical University "LETI"
Master of Science in Electronics Engineering, Specialty: Semiconductors and Dielectrics (Microelectronics)
University of Havana
Preparatory Course for Studying Abroad (Russian)
Nicky La's Desjardins Financial Security Independent Network Experience June 2012 - May 2013
Job Financial Services Manager
Industry Automotive
Experience
Ottawa Chrysler Jeep Dodge & Ram June 2015 - August 2015
Dow Honda May 2013 - June 2015
Desjardins Financial Security Investments Inc. February 2013 - May 2013
Desjardins Financial Security Independent Network June 2012 - May 2013
Skills
Customer Service, Office Management, Time Management, Insurance, Advising Clients, Client-focused, Credit, Customer Retention, Financial Services, Teamwork, Banking, Retail, Finance
Education
University of Ottawa 2005 — 2009
B.A., Psychology
Ottawa Chrysler Jeep Dodge & Ram June 2015 - August 2015
Dow Honda May 2013 - June 2015
Desjardins Financial Security Investments Inc. February 2013 - May 2013
Desjardins Financial Security Independent Network June 2012 - May 2013
Skills
Customer Service, Office Management, Time Management, Insurance, Advising Clients, Client-focused, Credit, Customer Retention, Financial Services, Teamwork, Banking, Retail, Finance
Education
University of Ottawa 2005 — 2009
B.A., Psychology
Patrick Louie's Desjardins Financial Security Independent Network Experience November 2012 - August 2015
Job CoFounder | Healthcare Funding Consultant at LivingWell Healthcare Funding Solutions
Industry Financial Services
Experience
LivingWell Healthcare Funding Solutions August 2015 - Present
Desjardins Financial Security Independent Network November 2012 - August 2015
Freedom 55 Financial December 2009 - April 2012
AMEC November 2003 - October 2008
Skills
Coaching, Strategic Financial..., Retirement Planning, Investments, Business Planning, Retirement, Financial Planners, Wealth, Securities, Critical Illness, Investment Strategies, Disability Insurance, Financial Advisory, Financial Planning
Education
The University of British Columbia 1996 — 2000
B.A.Sc., Metals and Materials Engineering
LivingWell Healthcare Funding Solutions August 2015 - Present
Desjardins Financial Security Independent Network November 2012 - August 2015
Freedom 55 Financial December 2009 - April 2012
AMEC November 2003 - October 2008
Skills
Coaching, Strategic Financial..., Retirement Planning, Investments, Business Planning, Retirement, Financial Planners, Wealth, Securities, Critical Illness, Investment Strategies, Disability Insurance, Financial Advisory, Financial Planning
Education
The University of British Columbia 1996 — 2000
B.A.Sc., Metals and Materials Engineering
Thomas Wilding Thomas Wilding's Desjardins Financial Security Independent Network Experience March 2015 - Present
Job Financial Consultant at Desjardins
Industry Financial Services
Experience
Desjardins Financial Security Independent Network March 2015 - Present
Halifax Regional Municipality October 2014 - February 2015
Skills
Finance, Investments, Financial Planning, Financial Analysis, Retirement Planning, Insurance, Wealth Management, Risk Management, Financial Services, Portfolio Management
Education
Nova Scotia Community College 2012 — 2014
Business Administration, Business Administration and Management, General
Sackville High School 2007 — 2010
Desjardins Financial Security Independent Network March 2015 - Present
Halifax Regional Municipality October 2014 - February 2015
Skills
Finance, Investments, Financial Planning, Financial Analysis, Retirement Planning, Insurance, Wealth Management, Risk Management, Financial Services, Portfolio Management
Education
Nova Scotia Community College 2012 — 2014
Business Administration, Business Administration and Management, General
Sackville High School 2007 — 2010
Allison Vancoughnett's Desjardins Financial Security Independent Network Experience March 2012 - Present
Job Office Manager at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network March 2012 - Present
CAG Canadian Advisors Group Inc. March 2012 - Present
Skills
Office Management, Office Administration, Administration, Human Resources, Administrative..., Sales, Payroll, Customer Service, Telephone Skills, Lotus Notes, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Time Management
Education
University of Saskatchewan
Desjardins Financial Security Independent Network March 2012 - Present
CAG Canadian Advisors Group Inc. March 2012 - Present
Skills
Office Management, Office Administration, Administration, Human Resources, Administrative..., Sales, Payroll, Customer Service, Telephone Skills, Lotus Notes, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Time Management
Education
University of Saskatchewan
Steve A. Hartman Steve A. Hartman's Desjardins Financial Security Independent Network Experience 2005 - 2014
Job Banking Consultant at Manulife Bank of Canada
Industry Financial Services
Experience
Manulife January 2015 - Present
Desjardins Financial Security Independent Network 2005 - 2014
Desjardins Financial Security Indepedent Network 2004 - 2014
Independent Order of Foresters 2002 - 2003
RBC 1989 - 2002
Skills
Manulife One, Residential Mortgages, Home Equity Lines of..., Mortgage Lending, Banking, Cash Flow Management, Financial Services, Financial Planning, Critical Illness, Retirement Planning, Retirement, Employee Benefits, Disability Insurance, Financial Planners, Investments, Wealth Management, Estate Planning, Mutual Funds, Strategic Financial..., Long-term Care, Insurance, Fixed Annuities, Investment Strategies, Financial Advisory, Wealth, Term Life Insurance, Insurance Planning, Long Term Care, Group Benefits
Education
Trent University 1992 — 1993
Finance and Marketing
Canadore College 1986 — 1988
Diploma, Broadcast Journalism
Manulife January 2015 - Present
Desjardins Financial Security Independent Network 2005 - 2014
Desjardins Financial Security Indepedent Network 2004 - 2014
Independent Order of Foresters 2002 - 2003
RBC 1989 - 2002
Skills
Manulife One, Residential Mortgages, Home Equity Lines of..., Mortgage Lending, Banking, Cash Flow Management, Financial Services, Financial Planning, Critical Illness, Retirement Planning, Retirement, Employee Benefits, Disability Insurance, Financial Planners, Investments, Wealth Management, Estate Planning, Mutual Funds, Strategic Financial..., Long-term Care, Insurance, Fixed Annuities, Investment Strategies, Financial Advisory, Wealth, Term Life Insurance, Insurance Planning, Long Term Care, Group Benefits
Education
Trent University 1992 — 1993
Finance and Marketing
Canadore College 1986 — 1988
Diploma, Broadcast Journalism
Brandon Durant, CFP, CHS Brandon Durant, CFP, CHS's Desjardins Financial Security Independent Network Experience October 2010 - Present
Job Investment Fund Advisor* at Desjardins Financial Security Investments Inc.
Industry Financial Services
Experience
Desjardins Financial Security Independent Network October 2010 - Present
Desjardins Financial Security Investments Inc. October 2010 - Present
Skills
Tax, Retirement Planning, Critical Illness, Disability Insurance, Insurance Planning, Investments, Estate Planning, Small Business, Financial Security..., Retirement, Employee Benefits, Estate Tax Planning, Corporate Tax Planning, Corporate Structure, Wealth Management, Finance, Financial Planners, Financial Planning
Education
Financial Planning Standards Council 2010 — 2013
CFP, Certified Financial Planner
Institute of Advanced Financial Planning 2012 — 2012
CHS, Certified Health Specialist
Canadian Securities Institute 2011 — 2011
Investment Funds in Canada
Algonquin College of Applied Arts and Technology 2007 — 2010
Business
Desjardins Financial Security Independent Network October 2010 - Present
Desjardins Financial Security Investments Inc. October 2010 - Present
Skills
Tax, Retirement Planning, Critical Illness, Disability Insurance, Insurance Planning, Investments, Estate Planning, Small Business, Financial Security..., Retirement, Employee Benefits, Estate Tax Planning, Corporate Tax Planning, Corporate Structure, Wealth Management, Finance, Financial Planners, Financial Planning
Education
Financial Planning Standards Council 2010 — 2013
CFP, Certified Financial Planner
Institute of Advanced Financial Planning 2012 — 2012
CHS, Certified Health Specialist
Canadian Securities Institute 2011 — 2011
Investment Funds in Canada
Algonquin College of Applied Arts and Technology 2007 — 2010
Business
David Monch's Desjardins Financial Security Independent Network Experience August 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Desjardins Financial Security Independent Network August 2015 - Present
Katz Group of Companies April 2012 - June 2015
Shoppers Drug Mart March 2005 - April 2012
Loblaw Companies Limited February 2006 - December 2006
Walmart March 2004 - February 2006
Executive Furniture Rentals January 2003 - March 2004
Skills
Piano Performance, Pianist, Piano, Music Theory, Keyboards, Music Education, Classical, Musical Theatre, Music
Education
University of Ottawa / Université d'Ottawa 1978 — 1981
BMus, Piano Performance
General Vanier SS 1973 — 1978
OSSGD, General Studies
Desjardins Financial Security Independent Network August 2015 - Present
Katz Group of Companies April 2012 - June 2015
Shoppers Drug Mart March 2005 - April 2012
Loblaw Companies Limited February 2006 - December 2006
Walmart March 2004 - February 2006
Executive Furniture Rentals January 2003 - March 2004
Skills
Piano Performance, Pianist, Piano, Music Theory, Keyboards, Music Education, Classical, Musical Theatre, Music
Education
University of Ottawa / Université d'Ottawa 1978 — 1981
BMus, Piano Performance
General Vanier SS 1973 — 1978
OSSGD, General Studies
Brian Bate's Desjardins Financial Security Independent Network Experience June 2007 - March 2009
Job Private Wealth Consultant at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking January 2015 - Present
BMO Financial Group March 2009 - January 2015
Desjardins Financial Security Independent Network June 2007 - March 2009
Skills
Wealth
Education
Mount Royal University 2004 — 2008
Bachelor of Financial Services (Applied), Finance and Financial Management Services
BMO Private Banking January 2015 - Present
BMO Financial Group March 2009 - January 2015
Desjardins Financial Security Independent Network June 2007 - March 2009
Skills
Wealth
Education
Mount Royal University 2004 — 2008
Bachelor of Financial Services (Applied), Finance and Financial Management Services
Sacha Knight-Williams's Desjardins Financial Security Independent Network Experience July 2014 - Present
Job Investment Services Administrator
Industry Investment Management
Experience
Desjardins Financial Security Independent Network July 2014 - Present
Aon Hewitt Canada August 2012 - March 2013
Skills
Analysis, Biotechnology, GMP, Human Resources, Risk Management, Validation, Teamwork
Education
The University of Winnipeg 2006 — 2009
Bachelor of Arts (B.A.), Criminal Justice
Kaplan Holborn College 2004 — 2005
Foundation degree, Pre-Law Studies
Dominica State College 2002 — 2004
Associate of Arts (A.A.), English Literature (British and Commonwealth)
Desjardins Financial Security Independent Network July 2014 - Present
Aon Hewitt Canada August 2012 - March 2013
Skills
Analysis, Biotechnology, GMP, Human Resources, Risk Management, Validation, Teamwork
Education
The University of Winnipeg 2006 — 2009
Bachelor of Arts (B.A.), Criminal Justice
Kaplan Holborn College 2004 — 2005
Foundation degree, Pre-Law Studies
Dominica State College 2002 — 2004
Associate of Arts (A.A.), English Literature (British and Commonwealth)
Ryan Ricci Ryan Ricci's Desjardins Financial Security Independent Network Experience September 2010 - Present
Job Financial Architect
Industry Financial Services
Experience
Advocis Ottawa January 2015 - Present
Canadian Italian Business & Professional Association January 2014 - Present
Zombie Run for Humanity August 2013 - Present
Desjardins Financial Security Independent Network September 2010 - Present
Investors Group March 2009 - September 2010
Skills
Segregated Funds, RRSP, TFSA, Critical Illness, Retirement Savings, RESP, Retirement Planning, Retirement, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Mutual Funds, Long-term Care, Life Insurance, Term Life Insurance, Fixed Annuities, Estate Planning, Wealth Accumulation, Investments, Financial Advisory, Credit, Personal Finance, Small Business, Financial Analysis, Financial Planners, Pensions, Wealth Management, Investment Strategies, Health Insurance, Employee Benefits, Succession Planning, High Net Worth..., Financial Planning, Financial Services, Wealth, Strategic Planning
Education
Business Career College 2009 — 2009
Certificate, Life and Health Insurance Licensing Program
Carleton University 2003 — 2007
BA, Political Science International Relations
Advocis Ottawa January 2015 - Present
Canadian Italian Business & Professional Association January 2014 - Present
Zombie Run for Humanity August 2013 - Present
Desjardins Financial Security Independent Network September 2010 - Present
Investors Group March 2009 - September 2010
Skills
Segregated Funds, RRSP, TFSA, Critical Illness, Retirement Savings, RESP, Retirement Planning, Retirement, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Mutual Funds, Long-term Care, Life Insurance, Term Life Insurance, Fixed Annuities, Estate Planning, Wealth Accumulation, Investments, Financial Advisory, Credit, Personal Finance, Small Business, Financial Analysis, Financial Planners, Pensions, Wealth Management, Investment Strategies, Health Insurance, Employee Benefits, Succession Planning, High Net Worth..., Financial Planning, Financial Services, Wealth, Strategic Planning
Education
Business Career College 2009 — 2009
Certificate, Life and Health Insurance Licensing Program
Carleton University 2003 — 2007
BA, Political Science International Relations
Sara Fresco Sara Fresco's Desjardins Financial Security Independent Network Experience April 2010 - March 2011
Job Insurance Advisor at Insurance Supermarket Inc.
Industry Financial Services
Experience
Insurance Supermarket Inc. February 2011 - Present
Weekend to End Women's Cancer 2009 - June 2014
Desjardins Financial Security Independent Network April 2010 - March 2011
L.I.K. & Associates Inc. March 2000 - March 2010
Skills
Mortgage Insurance, Seniors Insurance, Retirement Planning, Insurance, Life Insurance, No Medical Insurance, Financial Services, Employee Benefits, Education Savings, Financial Planners, Financial Planning, Critical Illness, Term Life Insurance, Long-term Care, Mortgage Lending, Disability Insurance, Estate Planning, Retirement, Whole Life, Universal Life, Health Insurance, Health, Insurance Planning, Segregated Funds, RRSP, Key Person Insurance, Retirement Savings, Permanent Life Insurance, TFSA, RESP, Super Visa, Guaranteed Lifetime..., Personal Financial..., Licensed Life, Accident, Funeral Insurance, Travel Insurance, Income Replacement
Education
Seneca College of Applied Arts and Technology 2009 — 2011
CFP, Certifiied Financial Planner
Toronto School of Business 1991 — 1992
Executive Secretary
Holy Trinity High School 1988 — 1991
Insurance Supermarket Inc. February 2011 - Present
Weekend to End Women's Cancer 2009 - June 2014
Desjardins Financial Security Independent Network April 2010 - March 2011
L.I.K. & Associates Inc. March 2000 - March 2010
Skills
Mortgage Insurance, Seniors Insurance, Retirement Planning, Insurance, Life Insurance, No Medical Insurance, Financial Services, Employee Benefits, Education Savings, Financial Planners, Financial Planning, Critical Illness, Term Life Insurance, Long-term Care, Mortgage Lending, Disability Insurance, Estate Planning, Retirement, Whole Life, Universal Life, Health Insurance, Health, Insurance Planning, Segregated Funds, RRSP, Key Person Insurance, Retirement Savings, Permanent Life Insurance, TFSA, RESP, Super Visa, Guaranteed Lifetime..., Personal Financial..., Licensed Life, Accident, Funeral Insurance, Travel Insurance, Income Replacement
Education
Seneca College of Applied Arts and Technology 2009 — 2011
CFP, Certifiied Financial Planner
Toronto School of Business 1991 — 1992
Executive Secretary
Holy Trinity High School 1988 — 1991
Mandeep kaur's Desjardins Financial Security Independent Network Experience January 2014 - Present
Job Financial Security Advisor
Industry Insurance
Experience
Desjardins Financial Security Independent Network January 2014 - Present
Matrix Infologics® Pvt. Ltd. April 2009 - December 2013
Jakhu Inc. July 2008 - March 2009
Skills
Web Development, Photoshop, SEO, JavaScript, Customer Satisfaction, Problem Solving, Communication, Requirements Analysis, Commercial Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Critical Thinking, Critical illness..., Group Insurance, RESP, Long Term Care Insurance, CPP, RRSP, Whole life insurance, SuperVisa insurance, Visitor Insurance, Health and medical plan, CSS, Dreamweaver, HTML5, WordPress, XHTML, Graphics, User Interface, XML, MySQL
Education
Business Career College 2014 — 2014
Life License Qualification Program -LLQP
Microskills 2012 — 2012
CIW Certification in Web development, Web development
Punjabi University 2000 — 2003
Bachelor of Arts (B.A.), Fine arts, psychology
Desjardins Financial Security Independent Network January 2014 - Present
Matrix Infologics® Pvt. Ltd. April 2009 - December 2013
Jakhu Inc. July 2008 - March 2009
Skills
Web Development, Photoshop, SEO, JavaScript, Customer Satisfaction, Problem Solving, Communication, Requirements Analysis, Commercial Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Critical Thinking, Critical illness..., Group Insurance, RESP, Long Term Care Insurance, CPP, RRSP, Whole life insurance, SuperVisa insurance, Visitor Insurance, Health and medical plan, CSS, Dreamweaver, HTML5, WordPress, XHTML, Graphics, User Interface, XML, MySQL
Education
Business Career College 2014 — 2014
Life License Qualification Program -LLQP
Microskills 2012 — 2012
CIW Certification in Web development, Web development
Punjabi University 2000 — 2003
Bachelor of Arts (B.A.), Fine arts, psychology
Jason Desaulniers, CFP, CLU, CIM, CHS Jason Desaulniers, CFP, CLU, CIM, CHS's Desjardins Financial Security Independent Network Experience October 2012 - January 2015
Job Financial Planner & President, Excalibur Executive Planning Inc.
Industry Financial Services
Experience
Excalibur Executive Planning Inc. February 2007 - Present
Desjardins Financial Security Independent Network October 2012 - January 2015
X5 Management Inc. January 2006 - September 2013
Essen Insurance Corporation February 2007 - January 2009
Transamerica Life September 2005 - February 2007
Clarica June 2005 - September 2005
RBC Investments Financial Planning / RBC Royal Bank June 2001 - June 2005
IOF Foresters June 2000 - June 2001
VanCity Credit Union June 1997 - June 2000
Surrey Metro Savings Credit Union May 1996 - June 1997
Skills
Critical Illness, Retirement Savings, Segregated Funds, Disability Insurance, Investments, Pensions, Health Insurance, Retirement Planning, Term Life Insurance, Savings, Employee Benefits, Asset Management, Small Business, Insurance, Succession Planning, Wealth, Financial Advisory, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Income Protection, Strategic Financial..., Financial Planners, Long-term Care, Financial Risk, Fixed Annuities, Investment Management, Financial Services, Life Insurance, Personal Finance, Risk Management, Finance, Wealth Management..., Insurance Planning, Financial Planning, Financial Advice, Group Benefits, Long Term Care, Universal Life, Mortgage Protection, Whole Life, Group Health, Risk, Retirement Income..., Risk Analysis, Wealth Transfer, Wealth Accumulation, High Net Worth...
Education
ADVOCIS 2010 — 2012
CLU (Chartered Life Underwriter)
International NLP Society 2011 — 2011
Licenced NLP Practitioner Certification, Neuro Linguistic Programming
ADVOCIS 2008 — 2009
CHS (Certified Health Insurance Specialist (formerly RHU; Registered Health Underwriter), Health Insurance
Canadian Securities Institute 2001 — 2003
CIM (Canadian Investment Manager), Portfolio Management
British Columbia Institute of Technology 1998 — 2000
Assoc. Cert. in Financial Management; Financial Planning (Honors), Financial Planning
Financial Planners Standards Council 1998 — 2000
CFP (Certified Financial Planner), Financial Planning
Excalibur Executive Planning Inc. February 2007 - Present
Desjardins Financial Security Independent Network October 2012 - January 2015
X5 Management Inc. January 2006 - September 2013
Essen Insurance Corporation February 2007 - January 2009
Transamerica Life September 2005 - February 2007
Clarica June 2005 - September 2005
RBC Investments Financial Planning / RBC Royal Bank June 2001 - June 2005
IOF Foresters June 2000 - June 2001
VanCity Credit Union June 1997 - June 2000
Surrey Metro Savings Credit Union May 1996 - June 1997
Skills
Critical Illness, Retirement Savings, Segregated Funds, Disability Insurance, Investments, Pensions, Health Insurance, Retirement Planning, Term Life Insurance, Savings, Employee Benefits, Asset Management, Small Business, Insurance, Succession Planning, Wealth, Financial Advisory, Wealth Management, Estate Planning, Retirement, Investment Advisory, Investment Strategies, Income Protection, Strategic Financial..., Financial Planners, Long-term Care, Financial Risk, Fixed Annuities, Investment Management, Financial Services, Life Insurance, Personal Finance, Risk Management, Finance, Wealth Management..., Insurance Planning, Financial Planning, Financial Advice, Group Benefits, Long Term Care, Universal Life, Mortgage Protection, Whole Life, Group Health, Risk, Retirement Income..., Risk Analysis, Wealth Transfer, Wealth Accumulation, High Net Worth...
Education
ADVOCIS 2010 — 2012
CLU (Chartered Life Underwriter)
International NLP Society 2011 — 2011
Licenced NLP Practitioner Certification, Neuro Linguistic Programming
ADVOCIS 2008 — 2009
CHS (Certified Health Insurance Specialist (formerly RHU; Registered Health Underwriter), Health Insurance
Canadian Securities Institute 2001 — 2003
CIM (Canadian Investment Manager), Portfolio Management
British Columbia Institute of Technology 1998 — 2000
Assoc. Cert. in Financial Management; Financial Planning (Honors), Financial Planning
Financial Planners Standards Council 1998 — 2000
CFP (Certified Financial Planner), Financial Planning
Jeff Gregory Jeff Gregory's Desjardins Financial Security Independent Network Experience January 1999 - Present
Job Financial Planner at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network January 1999 - Present
Desjardins Financial Security Independent Network 1999 - Present
BNI 2004 - December 2011
BNI Business Builders Referral Networking Chapter 2005 - 2011
Skills
Insurance Planning, Critical Illness, Retirement Planning, Retirement, Wealth, Tax Preparation, Investment Strategies, Public Speaking, Business Planning, Group Benefits, Employee Benefits, Mutual Funds, Disability Insurance, Financial Planners, Strategic Financial..., Insurance, Answer Tree, Investments, Life Insurance, Carpet Cleaning, Typing, Pensions
Education
Nipissing University 1994 — 1997
Bachelor of Arts, Sociology
Brampton Centennial S.S. 1989 — 1992
northwood public
Desjardins Financial Security Independent Network January 1999 - Present
Desjardins Financial Security Independent Network 1999 - Present
BNI 2004 - December 2011
BNI Business Builders Referral Networking Chapter 2005 - 2011
Skills
Insurance Planning, Critical Illness, Retirement Planning, Retirement, Wealth, Tax Preparation, Investment Strategies, Public Speaking, Business Planning, Group Benefits, Employee Benefits, Mutual Funds, Disability Insurance, Financial Planners, Strategic Financial..., Insurance, Answer Tree, Investments, Life Insurance, Carpet Cleaning, Typing, Pensions
Education
Nipissing University 1994 — 1997
Bachelor of Arts, Sociology
Brampton Centennial S.S. 1989 — 1992
northwood public
Ekaterina Lolova Ekaterina Lolova's Desjardins Financial Security Independent Network Experience 2012 - March 2013
Job Information Specialist at St. Michael's Hospital
Industry Libraries
Experience
Ontario Library Association 2011 - Present
St. Michael's Hospital January 2014 - May 2015
Desjardins Financial Security Independent Network 2012 - March 2013
Scarborough General Hospital March 2012 - December 2012
Summerhill Group 2010 - 2012
Sofia Library 1998 - 2008
Skills
Art, Medical Research, Library Management, Literature, Community Outreach, Superior..., Records Management, Teaching, Library, Cataloging, Collection Development, Information Literacy, Grant Writing, Research, Library Research, Electronic Resources, Library Instruction, Libraries, Library Science
Education
Sofia University St. Kliment Ohridski 2002 — 2006
Master of Science, Library and Information Studies and Cultural Policy
Sofia University St. Kliment Ohridski
Bachelor of Science, Library Studies
Ontario Library Association 2011 - Present
St. Michael's Hospital January 2014 - May 2015
Desjardins Financial Security Independent Network 2012 - March 2013
Scarborough General Hospital March 2012 - December 2012
Summerhill Group 2010 - 2012
Sofia Library 1998 - 2008
Skills
Art, Medical Research, Library Management, Literature, Community Outreach, Superior..., Records Management, Teaching, Library, Cataloging, Collection Development, Information Literacy, Grant Writing, Research, Library Research, Electronic Resources, Library Instruction, Libraries, Library Science
Education
Sofia University St. Kliment Ohridski 2002 — 2006
Master of Science, Library and Information Studies and Cultural Policy
Sofia University St. Kliment Ohridski
Bachelor of Science, Library Studies
Kevin F. Power's Desjardins Financial Security Independent Network Experience January 2008 - Present
Job Branch Manager Mutual Funds, Life & Health Insurance Advisor at Desjardins Financial Security Independent Network,
Industry Financial Services
Experience
Desjardins Financial Security Independent Network January 2008 - Present
Prison Fellowhip Canada 2008 - 2013
Desjardins Financial Security 2008 - 2011
Kraft Canada October 1994 - February 2004
Nabob Coffee Company January 1992 - September 1994
Bridge Brand Food Service Ltd. May 1981 - December 1991
Skills
Retirement Planning, Retirement, Financial Planners, Wealth Management, Fixed Annuities, Wealth, Estate Planning, Financial Advisory, Investment Strategies, Strategic Financial..., Investments, Investment Advisory, Financial Planning, Pensions, Wealth Accumulation, Disability Insurance, Critical Illness, Mutual Funds, Financial Services, Asset Allocation, Wealth Management..., Portfolio Management, Personal Finance, Long Term Care Insurance, Insurance, Life Insurance, Management, Health Insurance, Risk Management
Education
The University of Calgary 1975 — 1977
Biology, General
Desjardins Financial Security Independent Network January 2008 - Present
Prison Fellowhip Canada 2008 - 2013
Desjardins Financial Security 2008 - 2011
Kraft Canada October 1994 - February 2004
Nabob Coffee Company January 1992 - September 1994
Bridge Brand Food Service Ltd. May 1981 - December 1991
Skills
Retirement Planning, Retirement, Financial Planners, Wealth Management, Fixed Annuities, Wealth, Estate Planning, Financial Advisory, Investment Strategies, Strategic Financial..., Investments, Investment Advisory, Financial Planning, Pensions, Wealth Accumulation, Disability Insurance, Critical Illness, Mutual Funds, Financial Services, Asset Allocation, Wealth Management..., Portfolio Management, Personal Finance, Long Term Care Insurance, Insurance, Life Insurance, Management, Health Insurance, Risk Management
Education
The University of Calgary 1975 — 1977
Biology, General
Alireza Shaghouzaei Alireza Shaghouzaei's Desjardins Financial Security Independent Network Experience October 2013 - Present
Job Registered Insurance Broker at Prime Service Insurance
Industry Financial Services
Experience
Prime Service Insurance December 2014 - Present
Desjardins Financial Security Independent Network October 2013 - Present
Insufin Inc. August 2013 - Present
EasyInsure.ca October 2014 - December 2014
Assistant Professor at University of Tehran September 2012 - May 2013
Administrative and Financial Manager, Pasargad Tile and Ceramics Group, Iran2012 - 2013 September 2012 - May 2013
Skills
Insurance, Business Statistics, Quantitative Methods, Investment, Productivity Measurement, Financial Planning, Operations Management, Operations Research, Finance, Investments, Financial Services, Management, Microsoft Office, Human Resources, Microsoft Word, Management Consulting, PowerPoint, Personnel Management, Strategic Financial..., Change Management, Business Strategy, Research, Statistics, Microsoft Excel, Public Speaking, Strategic Planning, Higher Education, Project Management, Lecturing, Event Planning
Education
University of Pune 2008 — 2012
Doctor of Philosophy (Ph.D.), Management-Insurance
University of Tehran 2000 — 2003
Master's degree, Industrial Management, Operations Management
Guilan University 1996 — 2000
Bachelor’s Degree, Industrial Management
Prime Service Insurance December 2014 - Present
Desjardins Financial Security Independent Network October 2013 - Present
Insufin Inc. August 2013 - Present
EasyInsure.ca October 2014 - December 2014
Assistant Professor at University of Tehran September 2012 - May 2013
Administrative and Financial Manager, Pasargad Tile and Ceramics Group, Iran2012 - 2013 September 2012 - May 2013
Skills
Insurance, Business Statistics, Quantitative Methods, Investment, Productivity Measurement, Financial Planning, Operations Management, Operations Research, Finance, Investments, Financial Services, Management, Microsoft Office, Human Resources, Microsoft Word, Management Consulting, PowerPoint, Personnel Management, Strategic Financial..., Change Management, Business Strategy, Research, Statistics, Microsoft Excel, Public Speaking, Strategic Planning, Higher Education, Project Management, Lecturing, Event Planning
Education
University of Pune 2008 — 2012
Doctor of Philosophy (Ph.D.), Management-Insurance
University of Tehran 2000 — 2003
Master's degree, Industrial Management, Operations Management
Guilan University 1996 — 2000
Bachelor’s Degree, Industrial Management
Nicholas Stahlkopf Nicholas Stahlkopf's Desjardins Financial Security Independent Network Experience July 2013 - October 2013
Job Business Development
Industry Research
Experience
FedEx Express April 2015 - Present
Westburne February 2015 - Present
Business Development August 2014 - February 2015
Current Express November 2013 - July 2014
Desjardins Financial Security Independent Network July 2013 - October 2013
Bank of Montreal May 2007 - February 2012
Response Safety Security & Investigations April 2006 - May 2007
McDonald's Corporation December 2004 - May 2005
Sobeys February 2004 - November 2004
Skills
Security, Leadership, Team Leadership, Program Management, Project Planning, Project Management, Management, Training, Team Building, Government, Risk Management, Financial Services, Loans, Troubleshooting, Business Analysis, Analysis, Access, Banking, Call Centers, Customer Service, Finance, Financial Advisory, Financial Analysis, Governance, Investments, Microsoft Office, Public Speaking, Time Management, Microsoft Word, Teamwork, Research, PowerPoint, Social Media, Sales, Business Development, Data Analysis, Strategic Planning, Financial Planning
Education
Carleton University 2005 — 2011
Bachelor of Arts, Geography, B
FedEx Express April 2015 - Present
Westburne February 2015 - Present
Business Development August 2014 - February 2015
Current Express November 2013 - July 2014
Desjardins Financial Security Independent Network July 2013 - October 2013
Bank of Montreal May 2007 - February 2012
Response Safety Security & Investigations April 2006 - May 2007
McDonald's Corporation December 2004 - May 2005
Sobeys February 2004 - November 2004
Skills
Security, Leadership, Team Leadership, Program Management, Project Planning, Project Management, Management, Training, Team Building, Government, Risk Management, Financial Services, Loans, Troubleshooting, Business Analysis, Analysis, Access, Banking, Call Centers, Customer Service, Finance, Financial Advisory, Financial Analysis, Governance, Investments, Microsoft Office, Public Speaking, Time Management, Microsoft Word, Teamwork, Research, PowerPoint, Social Media, Sales, Business Development, Data Analysis, Strategic Planning, Financial Planning
Education
Carleton University 2005 — 2011
Bachelor of Arts, Geography, B
Lise Belanger-Martens, CLU Lise Belanger-Martens, CLU's Desjardins Financial Security Independent Network Experience October 1984 - Present
Job Chartered Financial Consultant at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network October 1984 - Present
Education
University of Ottawa / Université d'Ottawa 1973 — 1977
Immaculee Conception 1970 — 1972
Desjardins Financial Security Independent Network October 1984 - Present
Education
University of Ottawa / Université d'Ottawa 1973 — 1977
Immaculee Conception 1970 — 1972
Sean Howes, CFP, MBA's Desjardins Financial Security Independent Network Experience January 2004 - Present
Job Certified Financial Planner at Desjardins Financial Security Investments Inc.
Industry Financial Services
Experience
Desjardins Financial Security Independent Network January 2004 - Present
Desjardins Financial Security Investments Inc January 2004 - Present
Canadian Retirement Securities January 2001 - January 2003
Skills
Retirement Planning, Critical Illness, Wealth, Pensions, Wealth Management, Investment Strategies, Long-term Care, Disability Insurance, Estate Planning, Mutual Funds, Financial Planners, Strategic Financial..., Investment Advisory, Financial Advisory, Wealth Accumulation, Life Insurance, Financial Planning, Investments, Retirement Savings
Education
Saint Mary's University 1995 — 1997
Master of Business Administration (MBA), Business
Dalhousie University 1992 — 1995
Bachelor's degree, Economics
QEH
Desjardins Financial Security Independent Network January 2004 - Present
Desjardins Financial Security Investments Inc January 2004 - Present
Canadian Retirement Securities January 2001 - January 2003
Skills
Retirement Planning, Critical Illness, Wealth, Pensions, Wealth Management, Investment Strategies, Long-term Care, Disability Insurance, Estate Planning, Mutual Funds, Financial Planners, Strategic Financial..., Investment Advisory, Financial Advisory, Wealth Accumulation, Life Insurance, Financial Planning, Investments, Retirement Savings
Education
Saint Mary's University 1995 — 1997
Master of Business Administration (MBA), Business
Dalhousie University 1992 — 1995
Bachelor's degree, Economics
QEH
Reg Jeffery's Desjardins Financial Security Independent Network Experience 2008 - Present
Job Financial Security Advisor
Industry Insurance
Experience
Desjardins Financial Security Independent Network 2008 - Present
Jeffery Financial Services May 1993 - Present
Skills
Investments, Retirement Planning, Insurance, Estate Planning, Retirement, Long Term Care, Critical Illness, Disability Insurance, Pensions, Wealth Management, Mutual Funds, Savings, Segregated Funds, Group Benefits, Investment Advisory
Education
Ryerson University
Desjardins Financial Security Independent Network 2008 - Present
Jeffery Financial Services May 1993 - Present
Skills
Investments, Retirement Planning, Insurance, Estate Planning, Retirement, Long Term Care, Critical Illness, Disability Insurance, Pensions, Wealth Management, Mutual Funds, Savings, Segregated Funds, Group Benefits, Investment Advisory
Education
Ryerson University
Vikas Khanna's Desjardins Financial Security Independent Network Experience September 2014 - Present
Job Financial Security Advisor at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network September 2014 - Present
Punjab Insurance August 2013 - August 2014
Freshslice Franchise 2010 - 2013
UBC Utilities June 2008 - August 2008
Nexus Merchandising Pvt.Ltd. July 1994 - August 2007
Skills
Financial Modeling, Finance, Corporate Finance, Financial Analysis, Valuation, Investments, Strategic Financial..., Business Strategy, Portfolio Management, Private Equity, Investment Banking, Management Consulting, Business Analysis, Venture Capital, Capital Markets, Due Diligence, Trading, Financial Planning, Accounting, Analytics, Cross-functional Team..., Project Management, Business Development, Entrepreneurship, Start-ups, Equity Research, Strategic Planning, Process Improvement, Market Research, Asset Managment, Data Analysis, Quantitative Analytics, Credit Risk, Strategy, Fixed Income, Budgets, Business Planning, Operations Management, Credit, Analysis, Managerial Finance
Education
The University of British Columbia 2007 — 2009
MBA, Finance at Sauder School of Business
Modern School 1984 — 1990
Desjardins Financial Security Independent Network September 2014 - Present
Punjab Insurance August 2013 - August 2014
Freshslice Franchise 2010 - 2013
UBC Utilities June 2008 - August 2008
Nexus Merchandising Pvt.Ltd. July 1994 - August 2007
Skills
Financial Modeling, Finance, Corporate Finance, Financial Analysis, Valuation, Investments, Strategic Financial..., Business Strategy, Portfolio Management, Private Equity, Investment Banking, Management Consulting, Business Analysis, Venture Capital, Capital Markets, Due Diligence, Trading, Financial Planning, Accounting, Analytics, Cross-functional Team..., Project Management, Business Development, Entrepreneurship, Start-ups, Equity Research, Strategic Planning, Process Improvement, Market Research, Asset Managment, Data Analysis, Quantitative Analytics, Credit Risk, Strategy, Fixed Income, Budgets, Business Planning, Operations Management, Credit, Analysis, Managerial Finance
Education
The University of British Columbia 2007 — 2009
MBA, Finance at Sauder School of Business
Modern School 1984 — 1990
Stephanie Vincec BSc., PMP's Desjardins Financial Security Independent Network Experience May 2003 - August 2005
Job Project Manager
Industry Pharmaceuticals
Experience
International Point of Care Inc. November 2012 - Present
Blue Bamboo Yoga October 2007 - January 2012
ONE Financial August 2005 - October 2007
Desjardins Financial Security Independent Network May 2003 - August 2005
Transamerica October 2002 - May 2003
Talvest Mutual Funds August 2002 - October 2002
Spectrum Investments January 2001 - July 2002
Skills
Project Management, SDLC, Change Management, PMP, Project Planning, New Business Development, Leadership, Budgets, Management, MS Project, Business Development, Business Analysis
Education
CSI
IFIC, CSC, CPH, LLQP
Humber College
Project Management Certificate, Project Management
PMI
PMP
Ryerson University
Business Management Certificate
The University of Western Ontario
Bachelor of Science (BSc), Biology, General
International Point of Care Inc. November 2012 - Present
Blue Bamboo Yoga October 2007 - January 2012
ONE Financial August 2005 - October 2007
Desjardins Financial Security Independent Network May 2003 - August 2005
Transamerica October 2002 - May 2003
Talvest Mutual Funds August 2002 - October 2002
Spectrum Investments January 2001 - July 2002
Skills
Project Management, SDLC, Change Management, PMP, Project Planning, New Business Development, Leadership, Budgets, Management, MS Project, Business Development, Business Analysis
Education
CSI
IFIC, CSC, CPH, LLQP
Humber College
Project Management Certificate, Project Management
PMI
PMP
Ryerson University
Business Management Certificate
The University of Western Ontario
Bachelor of Science (BSc), Biology, General
Jinling Yang's Desjardins Financial Security Independent Network Experience September 2009 - Present
Job Life Insurance advisor at Desjardins Financial Security Independent Network
Industry Accounting
Experience
Desjardins Financial Security Independent Network September 2009 - Present
Maple Leaf Investment Fund Corp October 2007 - July 2008
Education
Inner Mongolia Agricultural University 1983 — 1987
Bachelor, Economics
Desjardins Financial Security Independent Network September 2009 - Present
Maple Leaf Investment Fund Corp October 2007 - July 2008
Education
Inner Mongolia Agricultural University 1983 — 1987
Bachelor, Economics
Bahareh Jenabi's Desjardins Financial Security Independent Network Experience 2006 - 2007
Job
Industry Marketing and Advertising
Experience
Revenue Automation Inc. January 2013 - August 2013
Ara Safety May 2012 - July 2013
Kolke 2011 - 2011
ARA Safety January 2008 - October 2010
Desjardins Financial Security Independent Network 2006 - 2007
Skills
Marketing Strategy, Online Marketing, Social Media, Event Planning, Marketing Communications, Marketing, Event Management, Advertising, Social Media Marketing, Integrated Marketing, B2B Marketing, Microsoft Office, Lead Generation, Direct Marketing, Online Advertising, Email Marketing, Business Development, Digital Strategy, Digital Marketing, SEO, Strategy, Market Research, Web Analytics
Education
The University of British Columbia 2005 — 2007
BCOM, Concentration in Marketing; Minor in Political Science
Revenue Automation Inc. January 2013 - August 2013
Ara Safety May 2012 - July 2013
Kolke 2011 - 2011
ARA Safety January 2008 - October 2010
Desjardins Financial Security Independent Network 2006 - 2007
Skills
Marketing Strategy, Online Marketing, Social Media, Event Planning, Marketing Communications, Marketing, Event Management, Advertising, Social Media Marketing, Integrated Marketing, B2B Marketing, Microsoft Office, Lead Generation, Direct Marketing, Online Advertising, Email Marketing, Business Development, Digital Strategy, Digital Marketing, SEO, Strategy, Market Research, Web Analytics
Education
The University of British Columbia 2005 — 2007
BCOM, Concentration in Marketing; Minor in Political Science
Jomo Dey's Desjardins Financial Security Independent Network Experience March 2015 - Present
Job Financial Advisor at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network March 2015 - Present
Skills
Media Relations, Corporate Communications, Leadership, Event Planning, Editing, Employee Relations, Management, PowerPoint, Writing, Editorial, Press Releases, Blogging, Social Media, Copywriting, Public Relations, Journalism, Newsletters, Copy Editing, Microsoft Excel, Customer Service
Education
Humber College 2006 — 2007
Certification, Corporate Communications, Honours
Ryerson University 2000 — 2001
Journalism and Computer Science Major
York University 1990 — 1995
BA, English Literature
Desjardins Financial Security Independent Network March 2015 - Present
Skills
Media Relations, Corporate Communications, Leadership, Event Planning, Editing, Employee Relations, Management, PowerPoint, Writing, Editorial, Press Releases, Blogging, Social Media, Copywriting, Public Relations, Journalism, Newsletters, Copy Editing, Microsoft Excel, Customer Service
Education
Humber College 2006 — 2007
Certification, Corporate Communications, Honours
Ryerson University 2000 — 2001
Journalism and Computer Science Major
York University 1990 — 1995
BA, English Literature
Surinder Sondhi's Desjardins Financial Security Independent Network Experience May 2014 - Present
Job Registered Insurance Broker at Able Insurance Brokers Ltd.
Industry Insurance
Experience
Able Insurance Brokers Ltd. December 2014 - Present
Desjardins Financial Security Independent Network May 2014 - Present
The New India Assurance Co. Ltd. 2008 - 2013
The New India Assurance Co. Ltd. September 2005 - July 2008
The New India Assurance Co. Ltd. September 1999 - August 2005
The New India Assurance Co. Ltd. January 1990 - August 1999
Genelec Ltd. (GEC Group) March 1981 - December 1984
Skills
Sales Marketing and..., General Insurance, Commercial Insurance, Casualty, Marketing, Liability, Underwriting, Legal Liability, New Business Development, Property & Casualty..., Marine Insurance, Insurance, Health Insurance, Claim, Claims Management, Disability Insurance, Life Insurance, Sales, Risk Management
Education
Panjab University 1991 — 1994
Bachelor of Laws (LLB), Study of Law
Panjab University 1987 — 1989
Master of Arts (MA), Political Science and Government
DAV College Sector-10 Chandigarh 1978 — 1981
Bachelor of Arts (B.A.), Political Science and Government
Able Insurance Brokers Ltd. December 2014 - Present
Desjardins Financial Security Independent Network May 2014 - Present
The New India Assurance Co. Ltd. 2008 - 2013
The New India Assurance Co. Ltd. September 2005 - July 2008
The New India Assurance Co. Ltd. September 1999 - August 2005
The New India Assurance Co. Ltd. January 1990 - August 1999
Genelec Ltd. (GEC Group) March 1981 - December 1984
Skills
Sales Marketing and..., General Insurance, Commercial Insurance, Casualty, Marketing, Liability, Underwriting, Legal Liability, New Business Development, Property & Casualty..., Marine Insurance, Insurance, Health Insurance, Claim, Claims Management, Disability Insurance, Life Insurance, Sales, Risk Management
Education
Panjab University 1991 — 1994
Bachelor of Laws (LLB), Study of Law
Panjab University 1987 — 1989
Master of Arts (MA), Political Science and Government
DAV College Sector-10 Chandigarh 1978 — 1981
Bachelor of Arts (B.A.), Political Science and Government
Neelam Nehru's Desjardins Financial Security Independent Network Experience August 2013 - Present
Job Financial Advisor at Desjardins Financial Security
Industry Accounting
Experience
Desjardins Financial Security Independent Network August 2013 - Present
Nehru A Associates INC May 1984 - Present
goble insuraance soulation inc 2012 - 2013
GLT Transport inc2005 January 2005 - January 2006
Paul Accounting January 2003 - January 2005
Kwantlen University College British January 2002 - January 2003
Cambridge college of technology January 2001 - January 2002
Nehru Associates January 1988 - January 1989
Skills
Finance, Accounting, Accounts Payable, General Ledger, Microsoft Office, Financial Analysis, QuickBooks, Insurance, Financial Statements, Bookkeeping, Bank Reconciliation, Payroll, Sage, Invoicing, Investments, Balance, Financial Planners, Data Entry, Auditing, Financial Reporting, Accounts Receivable, Cash Flow, Financial Planning, Accpac
Education
CDI College 2007 — 2009
Accounting , CPA
HP University 1991 — 1993
Masters, Arts 2007
Kashmir University 1980 — 1984
Bachelors, Arts 2007
Desjardins Financial Security Independent Network August 2013 - Present
Nehru A Associates INC May 1984 - Present
goble insuraance soulation inc 2012 - 2013
GLT Transport inc2005 January 2005 - January 2006
Paul Accounting January 2003 - January 2005
Kwantlen University College British January 2002 - January 2003
Cambridge college of technology January 2001 - January 2002
Nehru Associates January 1988 - January 1989
Skills
Finance, Accounting, Accounts Payable, General Ledger, Microsoft Office, Financial Analysis, QuickBooks, Insurance, Financial Statements, Bookkeeping, Bank Reconciliation, Payroll, Sage, Invoicing, Investments, Balance, Financial Planners, Data Entry, Auditing, Financial Reporting, Accounts Receivable, Cash Flow, Financial Planning, Accpac
Education
CDI College 2007 — 2009
Accounting , CPA
HP University 1991 — 1993
Masters, Arts 2007
Kashmir University 1980 — 1984
Bachelors, Arts 2007
Anne-Marie Greyling's Desjardins Financial Security Independent Network Experience August 2004 - July 2009
Job Financial Security Advisor at GWF Financial and Estate Planning Ltd
Industry Financial Services
Experience
GWF Financial and Estate Planning Ltd August 2009 - Present
The Edge Benefits 2006 - 2014
BNI Excellence 2013 - 2013
Desjardins Financial Security Independent Network August 2004 - July 2009
Edward Jones August 2000 - July 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Retirement, Insurance, Mutual Funds, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities
Education
University of Johannesburg
Bachelor of Commerce (B.Com.) Honnors in Economics, Banking, Corporate, Finance and Economics
University of South-Africa
B.Comm Honnors in Economics, Capital Markets, Internatinal Economics
GWF Financial and Estate Planning Ltd August 2009 - Present
The Edge Benefits 2006 - 2014
BNI Excellence 2013 - 2013
Desjardins Financial Security Independent Network August 2004 - July 2009
Edward Jones August 2000 - July 2004
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Retirement, Insurance, Mutual Funds, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities
Education
University of Johannesburg
Bachelor of Commerce (B.Com.) Honnors in Economics, Banking, Corporate, Finance and Economics
University of South-Africa
B.Comm Honnors in Economics, Capital Markets, Internatinal Economics
Ryan Ricci's Desjardins Financial Security Independent Network Experience August 2010 - Present
Job Investment Fund and Life and Health Insurance Advisor
Industry Financial Services
Experience
Desjardins Financial Security Independent Network August 2010 - Present
Investors Group Financial Services Inc. March 2009 - August 2010
Education
Carleton University 2003 — 2008
BA, Political Science with Concentration in International Relations
Desjardins Financial Security Independent Network August 2010 - Present
Investors Group Financial Services Inc. March 2009 - August 2010
Education
Carleton University 2003 — 2008
BA, Political Science with Concentration in International Relations
Deborah Veska, CHS's Desjardins Financial Security Independent Network Experience August 2003 - Present
Job Managing Director at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network August 2003 - Present
JV Insurance Group Ltd January 1989 - December 2005
London Life August 1981 - January 1989
Skills
Disability Insurance, Estate Planning, Retirement Planning, Critical Illness, Retirement, Insurance, Financial Planners, Life Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Management, Wealth, Financial Services, Portfolio Management, Financial Advisory, Wealth Management
Education
Seneca College of Applied Arts and Technology
Desjardins Financial Security Independent Network August 2003 - Present
JV Insurance Group Ltd January 1989 - December 2005
London Life August 1981 - January 1989
Skills
Disability Insurance, Estate Planning, Retirement Planning, Critical Illness, Retirement, Insurance, Financial Planners, Life Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Management, Wealth, Financial Services, Portfolio Management, Financial Advisory, Wealth Management
Education
Seneca College of Applied Arts and Technology
Bradley Hubbs's Desjardins Financial Security Independent Network Experience November 2003 - Present
Job Financial Advisor at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network November 2003 - Present
Skills
Life Insurance, Mutual Funds, Financial Services, Portfolio Management, Retirement Planning, Finance
Education
Algonquin College of Applied Arts and Technology
Desjardins Financial Security Independent Network November 2003 - Present
Skills
Life Insurance, Mutual Funds, Financial Services, Portfolio Management, Retirement Planning, Finance
Education
Algonquin College of Applied Arts and Technology
Robyn Squire's Desjardins Financial Security Independent Network Experience September 2011 - Present
Job Financial Security Advisor at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network September 2011 - Present
Investors Group Financial Services Inc. March 2010 - May 2011
Uniglobe Travel International February 2003 - January 2004
The Vancouver Board of Trade November 1999 - June 2003
Skills
Retirement, Insurance, Life Insurance, Mutual Funds, Strategic Financial..., Sales, Investments
Education
The University of British Columbia 1990 — 1994
B.Comm/Marketing
UBC 1990 — 1994
Commerce/marketing
Desjardins Financial Security Independent Network September 2011 - Present
Investors Group Financial Services Inc. March 2010 - May 2011
Uniglobe Travel International February 2003 - January 2004
The Vancouver Board of Trade November 1999 - June 2003
Skills
Retirement, Insurance, Life Insurance, Mutual Funds, Strategic Financial..., Sales, Investments
Education
The University of British Columbia 1990 — 1994
B.Comm/Marketing
UBC 1990 — 1994
Commerce/marketing
Eric Pun's Desjardins Financial Security Independent Network Experience December 2010 - Present
Job Associate Manager
Industry Financial Services
Experience
Desjardins Financial Security Independent Network December 2010 - Present
Desjardins Financial Security Independent Network December 2010 - Present
Freedom 55 Financial February 2007 - November 2010
Education
The University of British Columbia
Economics
Walnut Grove Secondary
Desjardins Financial Security Independent Network December 2010 - Present
Desjardins Financial Security Independent Network December 2010 - Present
Freedom 55 Financial February 2007 - November 2010
Education
The University of British Columbia
Economics
Walnut Grove Secondary
Pat Wenger's Desjardins Financial Security Independent Network Experience
Job Director of Training and Development at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network
Skills
Disability Insurance, Asset Management, Coaching, Critical Illness, Debt Management, Employee Benefits, Estate Planning, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Health Insurance, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Mortgage Lending, Mutual Funds, Pensions, Retirement, Retirement Planning, Retirement Savings, Sales Management, Segregated Funds, Small Business, Strategic Financial..., Succession Planning, Team Building, Term Life Insurance, Wealth, Wealth Management, Financial Planning
Education
Athabasca University
Malaspina University-College
Desjardins Financial Security Independent Network
Skills
Disability Insurance, Asset Management, Coaching, Critical Illness, Debt Management, Employee Benefits, Estate Planning, Financial Advisory, Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Health Insurance, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Mortgage Lending, Mutual Funds, Pensions, Retirement, Retirement Planning, Retirement Savings, Sales Management, Segregated Funds, Small Business, Strategic Financial..., Succession Planning, Team Building, Term Life Insurance, Wealth, Wealth Management, Financial Planning
Education
Athabasca University
Malaspina University-College
Bammy Wong's Desjardins Financial Security Independent Network Experience 1991 - Present
Job Certified Financial Planner at Desjardins Financial Security
Industry Financial Services
Experience
Desjardins Financial Security Independent Network 1991 - Present
Skills
Wealth, Accounting, Microsoft Excel, Financial Reporting, Retirement Planning, Tax Preparation, Income Tax, Employee Benefits, Strategic Planning, Budgets, Analysis, Microsoft Word, Financial Analysis, Customer Service, Investments, Cash Flow, Auditing, Critical Illness, Team Building, PowerPoint, Team Leadership, Account Management, Microsoft Office, Tax, Corporate Finance, Finance, Strategic Financial..., Financial Planners, Financial Planning
Education
Montana State University-Bozeman 1980 — 1981
Bachelor of Science (B.Sc.), Accounting and Business/Management
Desjardins Financial Security Independent Network 1991 - Present
Skills
Wealth, Accounting, Microsoft Excel, Financial Reporting, Retirement Planning, Tax Preparation, Income Tax, Employee Benefits, Strategic Planning, Budgets, Analysis, Microsoft Word, Financial Analysis, Customer Service, Investments, Cash Flow, Auditing, Critical Illness, Team Building, PowerPoint, Team Leadership, Account Management, Microsoft Office, Tax, Corporate Finance, Finance, Strategic Financial..., Financial Planners, Financial Planning
Education
Montana State University-Bozeman 1980 — 1981
Bachelor of Science (B.Sc.), Accounting and Business/Management
John K. McClinton's Desjardins Financial Security Independent Network Experience June 2009 - August 2010
Job Digital Marketing Executive at Agile Certification Institute (ACI), Italy Specialist
Industry Marketing and Advertising
Experience
Agile Certification Institute (ACI) June 2012 - Present
AzoogleAds September 2010 - May 2012
Desjardins Financial Security Independent Network June 2009 - August 2010
Boostability August 2008 - May 2009
YP February 2005 - July 2008
Skills
Digital Marketing, Online Marketing, Social Media Marketing, Social Networking, Advertising, Link Building, LinkedIn, SEO, SEM, Google Adwords, Viral Marketing, Blogging, Press Releases, Copywriting, SEO copywriting, Social Media, Social Media Strategist, Web Analytics, PPC, Google Analytics, WordPress, CMS, Content Management, SMO, Lead Generation, Online Lead Generation, Online Advertising, online
Education
University of Miami - School of Business 2003 — 2004
Master of Business Administration, International Business and Marketing
The George Washington University 1999 — 2003
Bachelor Degree, International Affairs; International Affairs; International Economics
Agile Certification Institute (ACI) June 2012 - Present
AzoogleAds September 2010 - May 2012
Desjardins Financial Security Independent Network June 2009 - August 2010
Boostability August 2008 - May 2009
YP February 2005 - July 2008
Skills
Digital Marketing, Online Marketing, Social Media Marketing, Social Networking, Advertising, Link Building, LinkedIn, SEO, SEM, Google Adwords, Viral Marketing, Blogging, Press Releases, Copywriting, SEO copywriting, Social Media, Social Media Strategist, Web Analytics, PPC, Google Analytics, WordPress, CMS, Content Management, SMO, Lead Generation, Online Lead Generation, Online Advertising, online
Education
University of Miami - School of Business 2003 — 2004
Master of Business Administration, International Business and Marketing
The George Washington University 1999 — 2003
Bachelor Degree, International Affairs; International Affairs; International Economics