Desjardins Financial Security Investments Inc.
Industry: Company
DescriptionParent organization: Desjardins Financial Security Subsidiaries: Desjardins Financial Security Investments Inc., Markham Branch, Dfs Investments, Asset Management Arm
Desjardins Financial Security Investments Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Desjardins Financial Security Investments Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Desjardins Financial Security Investments Inc. Employees
Desjardins Financial Security Investments Inc. July 2003 - Present
Capital Estate Planning Corporation October 2000 - Present
Scotiabank January 1998 - September 2000
Skills
Disability Insurance, Strategic Financial..., Investments, Retirement Planning, Insurance, Employee Benefits, Wealth Management, Life Insurance, Pensions, Financial Planners, Finance, Retirement, Financial Services, Estate Planning, Critical Illness, Fixed Annuities, Health Insurance, Mutual Funds, Portfolio Management, Financial Advisory, Financial Risk
Education
University of Alberta 1993 — 1997
B.Comm., Finance
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. March 2012 - Present
Lawton Partners October 2010 - March 2012
Freedom 55 Financial May 2007 - October 2010
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Business Planning, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Planners, Investment Advisory, Investment Strategies, Investments, Life Insurance, Retirement, Retirement Planning, Financial Planning
Education
Advocis 2010 — 2011
RHU Designation, Registered Health Underwriter
University of Manitoba 2002 — 2007
B. Comm (Hons.)
St Pauls High School 1996 — 1999
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 Investments Inc February 2011 - Present
TRIO Financial Planning February 2011 - Present
BA Soccer 2008 - 2012
IPC Investment Planning Counsel October 2004 - February 2011
Craig & Taylor Associates 1998 - 2011
Skills
Retirement Planning, Financial Planners, Retirement, Estate Planning, Life Insurance, Investments, Critical Illness, Strategic Financial..., Tax, Small Business, Wealth Management, Mutual Funds, Finance, Investment Advisory, Disability Insurance, Financial Advisory, Fixed Annuities, Wealth, Investment Strategies, Pensions, Term Life Insurance, Wealth Accumulation, Certified Financial..., Wealth Management..., Asset Allocation, Financial Services, Long-term Care, Financial Planning
Education
University of Cape Town 1977 — 1981
B.A.(Hons), HED, Education
Desjardins Financial Security Investments Inc. February 2011 - Present
TRIO Financial Planning February 2011 - Present
Investment Planning Counsel October 2004 - February 2011
Craig & Taylor Associates May 1996 - January 2011
Skills
Retirement, Investments, Financial Planners, Estate Planning, Retirement Planning, Tax, Asset Allocation, Wealth Management, Mutual Funds, Investment Advisory, Fixed Annuities, Finance, Strategic Financial..., Investment Strategies, Small Business, Pensions, Financial Advisory, Disability Insurance, Wealth, Critical Illness, Financial Planning
Education
Carleton University 1991 — 1996
B Comm, Finance
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
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
Desjardins Financial Security Investments Inc October 2014 - Present
Skills
Investments, Life Insurance, Disability Insurance, Wealth Management, Segregated Funds, Group Insurance, Retirement Planning, Mutual Funds, Mortgage Insurance, Estate Planning, Leadership, Cultural Diversity, Financial Advisory, Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Financial Planning
Education
University of Manitoba 2009 — 2013
Radville Regional High School 2003 — 2009
High School
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 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 Investments Inc March 2009 - Present
Dundee Private Investors September 1997 - March 2009
CIBC January 1973 - May 1996
Skills
Strategic Financial..., Investments, Retirement Planning, Estate Planning, Mutual Funds, Retirement, Financial Planners, Insurance, Financial Analysis, Critical Illness, Fixed Annuities, Disability Insurance, Asset Managment, Risk Management, Wealth, Small Business, Mortgage Lending, Finance
Education
Concordia University 1978 — 1985
BA, Psychology
Concordia University
Bachelor's degree, Psychology
Toronto Botanical Garden November 2013 - Present
Desjardins Financial Security Investments Inc. April 2011 - May 2013
MGI Financial January 2010 - April 2011
Dundee Insurance Agency September 2000 - January 2008
Skills
Wealth Management, Project Management, Microsoft Office, Estate Planning, Employee Benefits, Insurance, Workshop Facilitation, Mutual Funds, Investments, Retirement Planning, Retirement, Team Leadership, Strategic Financial..., Coaching
Education
York University - Schulich School of Business
MBA
Ryerson University
Bachelor of Commerce (equiv.)
Desjardins Financial Security Investments Inc 2001 - Present
Financial Planning Standards Council 2011 - Present
MGI Wealth Inc March 2001 - December 2011
Investors Group Financial Services Inc. 1998 - 2001
Skills
Mutual Funds, Wealth Management, Insurance, Strategic Financial..., Intergenerational..., Retirement Planning, Planned Giving, Team Management, Sales Management, Estate Planning, Financial Advisory, Financial Planning, Disability Insurance, Retirement, Investment Strategies, Investments, Financial Services, Investment Advisory
Education
Financial Planners Standards Council
Certified Financial Planner, Financial Planning and Services
Douglas College
St. Mary's Academy , Winnipeg, MB
Desjardins Financial Security Investments Inc. June 2012 - Present
AEG & Metro Financial Planners 2011 - Present
Combined Insurance January 2008 - July 2011
American Income Life January 2006 - January 2008
Skills
Term Life Insurance, Labour Sponsored Funds, Mutual Funds, Health Insurance, Disability Insurance, Life Insurance, Travel Insurance, Licensed Life Insurance..., Hotel Management, Hospitality Management
Education
George Brown College 1988 — 1990
Hotel And Restaurant Management, Hotels
Desjardins Financial Security Investments Inc. April 2015 - Present
Scotiabank August 2014 - April 2015
Edward Jones August 2013 - August 2014
DOT Furniture March 2008 - August 2013
Skills
Sales, Retail, Sales Management, Marketing, Leadership, Inventory Management, Financial Planning, Financial Analysis, Business Development, Financial Reporting
Education
Seneca College of Applied Arts and Technology 2012 — 2014
Graduate Certificate, Professional Accounting Practice
Seneca College of Applied Arts and Technology 2009 — 2011
Diploma, Business, General