Desjardins Financial Security Investments Inc.

Industry: Company

Description

Parent 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

Employee
Years
Job
Industry
Shane O'Bryan Shane O'Bryan Calgary, Canada Area Details
Shane O'Bryan's Desjardins Financial Security Investments Inc. Experience July 2003 - Present
Job Manager, Calgary Capital Estate Planning Corporation
Industry Financial Services
Experience
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

Bartek Piraszewski Bartek Piraszewski Ottawa, Canada Area Details
Bartek Piraszewski's Desjardins Financial Security Investments Inc. Experience February 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

Michel de Rocquigny Michel de Rocquigny Winnipeg, Canada Area Details
Michel de Rocquigny's Desjardins Financial Security Investments Inc. Experience March 2012 - Present
Job Financial Advisor / Life Insurance Agent at Desjardins Financial Security Investment Inc.
Industry Financial Services
Experience
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

Ali Pahlavani, MBA, CFP, CHS Ali Pahlavani, MBA, CFP, CHS Ottawa, Canada Area Details
Ali Pahlavani, MBA, CFP, CHS's Desjardins Financial Security Investments Inc. 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

Stephen Cock, CFP Stephen Cock, CFP Ottawa, Canada Area Details
Stephen Cock, CFP's Desjardins Financial Security Investments Inc. Experience February 2011 - Present
Job Certified Financial Planner at Desjardins Financial Security Investments Inc
Industry Financial Services
Experience
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

Todd Thompson, B. Comm., CFP Todd Thompson, B. Comm., CFP Ottawa, Canada Area Details
Todd Thompson, B. Comm., CFP's Desjardins Financial Security Investments Inc. Experience February 2011 - Present
Job Financial Planner and Partner at TRIO Financial Planning
Industry Financial Services
Experience
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

Mayur Pendse Mayur Pendse Toronto, Canada Area Details
Mayur Pendse's Desjardins Financial Security Investments Inc. 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

Nicky La Nicky La Ottawa, Canada Area Details
Nicky La's Desjardins Financial Security Investments Inc. Experience February 2013 - 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

Ethan Robson Ethan Robson Winnipeg, Canada Area Details
Ethan Robson's Desjardins Financial Security Investments Inc. Experience October 2014 - Present
Job
Industry Financial Services
Experience
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

Brandon Durant, CFP, CHS Brandon Durant, CFP, CHS Ottawa, Canada Area Details
Brandon Durant, CFP, CHS's Desjardins Financial Security Investments Inc. 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

Sean Howes, CFP, MBA Sean Howes, CFP, MBA Halifax, Canada Area Details
Sean Howes, CFP, MBA's Desjardins Financial Security Investments Inc. 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

Sherry Hanson Sherry Hanson Ottawa, Canada Area Details
Sherry Hanson's Desjardins Financial Security Investments Inc. Experience March 2009 - Present
Job Certified Financial Planner at Desjardins Financial Security Investments Inc
Industry Financial Services
Experience
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

Judy Torrie Judy Torrie Toronto, Canada Area Details
Judy Torrie's Desjardins Financial Security Investments Inc. Experience April 2011 - May 2013
Job Sales Associate (Volunteer) at Toronto Botanical Garden
Industry Insurance
Experience
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.)

Mary Ann Kokan-Nyhof, CFP, CPCA Mary Ann Kokan-Nyhof, CFP, CPCA Winnipeg, Canada Area Details
Mary Ann Kokan-Nyhof, CFP, CPCA's Desjardins Financial Security Investments Inc. Experience 2001 - Present
Job VP, Kilcona Branch at Desjardins Financial Security Investments Inc
Industry Financial Services
Experience
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

Greg Schooley Greg Schooley Halifax, Canada Area Details
Greg Schooley's Desjardins Financial Security Investments Inc. Experience June 2012 - Present
Job Investment Fund Advisor at Desjardins Financial Security Investments Inc.
Industry Financial Services
Experience
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

Jesse Herberman Jesse Herberman Toronto, Canada Area Details
Jesse Herberman's Desjardins Financial Security Investments Inc. Experience April 2015 - Present
Job at
Industry Financial Services
Experience
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

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