Dundee Goodman Private Wealth

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Dundee Goodman Private Wealth Employees

Employee
Years
Job
Industry
Dorothy-Anna Orser Dorothy-Anna Orser Toronto, Canada Area Details
Dorothy-Anna Orser's Dundee Goodman Private Wealth Experience March 2014 - Present
Job Portfolio Manager focused on high net worth individuals and corporate finance for CPC's.
Industry Financial Services
Experience
Dundee Goodman Private Wealth   March 2014 - Present
Richardson GMP  September 2013 - March 2014
Macquarie Private Wealth  May 2012 - November 2013
Canaccord Wealth Management  March 2007 - May 2012
BMO Nesbitt Burns  September 1997 - March 2007
Rae & Lipskie Investment Counsel   June 1996 - March 1997
Black Investment Counsel   June 1995 - May 1996
RBC Dominion Securities  January 1991 - June 1995
CIBC Wood Gundy  June 1987 - December 1990

Skills
Wealth Management, Investments, Investment Strategies, Equities, Investment Advisory, Estate Planning, CPCs, High Net Worth..., Mutual Funds, Portfolio Management, Retirement Planning, Investment Banking, Securities, Alternative Investments, Asset Allocation, Entrepreneurship, Finance, IPO, Strategic Financial..., Options, Asset Management, Bonds, Capital Markets, Financial Advisory, Investment Management, Private Placements, Hedge Funds, Private Equity, Investor Relations, Financial Planning

Education
The University of Western Ontario   1978 — 1980
Biology/Biological Sciences, General

Simon Fraser University

University of Waterloo

Jarred Seymour Jarred Seymour Toronto, Canada Area Details
Jarred Seymour's Dundee Goodman Private Wealth Experience July 2014 - Present
Job Sales Assistant at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth   July 2014 - Present
Dundee Goodman Private Wealth   October 2013 - July 2014

Education
Cornell University   2009 — 2013
Bachelor of Arts (B.A.), Economics

Matt Marjanski Matt Marjanski Ottawa, Canada Area Details
Matt Marjanski's Dundee Goodman Private Wealth Experience March 2014 - Present
Job Investment Services Associate at Dundee Goodman Private Wealth
Industry Investment Banking
Experience
Dundee Goodman Private Wealth   March 2014 - Present
Richardson GMP  November 2013 - March 2014
Macquarie Private Wealth  April 2013 - November 2013
TD Waterhouse Direct Investing   April 2011 - April 2013
Leon's Furniture Ltd.   November 2010 - April 2011
Odyssey Showcase   July 2008 - November 2010

Skills
Marketing Communications, Public Speaking, Team Leadership, Fast Learner, Website Development, Customer Service, Customer Relations, Customer Satisfaction, Sports, Wealth Management, Sales, Portfolio Management, Online Advertising, Marketing, Investments, CRM

Education
Algonquin College of Applied Arts and Technology   2003 — 2008
Diploma and Certificate, Business Marketing and E-Publishing (respectively)

Jessica Nicol Jessica Nicol Ottawa, Canada Area Details
Jessica Nicol's Dundee Goodman Private Wealth Experience June 2012 - Present
Job Administrative Assistant at Dundee Goodman Private Wealth
Industry Marketing and Advertising
Experience
Dundee Goodman Private Wealth   June 2012 - Present
Whistler Mountain Ski Club   December 2010 - May 2012
Canadian Olympic Committee  September 2011 - December 2011
Momentum Ski Camp   June 2011 - August 2011
Outland Reforestation  May 2007 - September 2010
VANOC  February 2010 - March 2010

Skills
Training, Marketing Strategy, Coaching, Marketing, Social Media, Customer Service, Strategic Planning

Education
Algonquin College of Applied Arts and Technology   2013 — 2013
Post-Graduate Certificate, Marketing Management

Queen's University   2005 — 2009
Bachelor of Arts (BA) - Psychology, Bachelor of Physical & Health Education (BPHE)

Marco Zaino, MBA, FCSI Marco Zaino, MBA, FCSI Montreal, Canada Area Details
Marco Zaino, MBA, FCSI's Dundee Goodman Private Wealth Experience September 2013 - Present
Job Vice President Portfolio Manager and Branch Manager at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth   September 2013 - Present
Cappino Physiotherapy and Wellness Center   March 2011 - Present
National Bank Financial  November 2011 - September 2013
Wellington West  September 2009 - November 2011
PhysioSport Cappadocia   January 2008 - February 2011
Laurentian Bank Securities  November 2005 - November 2009
iForum Securities   October 2001 - October 2005

Skills
Succession Planning, Investments, Strategic Financial..., Wealth Management, Insurance

Education
Canadian Securities Institute   2011 — 2011
Fellow of the Canadian Securities Institute (FCSI), Wealth Management

Queen's University   2009 — 2010
MBA, Strategy

CFA Institute   2006 — 2010
Candidate for the CFA designation, Finance

Canadian Securities Institute   2008 — 2009
Certified Investment Manager (CIM), Portfolio Management

Concordia University   1998 — 2001
BCOMM, Finance

West Island College   1992 — 1996

Cheryl David Cheryl David Calgary, Canada Area Details
Cheryl David's Dundee Goodman Private Wealth Experience March 2014 - July 2014
Job Associate Investment Advisor
Industry Financial Services
Experience
Wolverton Securities Ltd.   July 2014 - Present
Dundee Goodman Private Wealth   March 2014 - July 2014
Richardson GMP  June 1997 - March 2014
Midland Walwyn Capital Inc  1995 - 1997

Skills
Wealth Management, Portfolio Management, Mutual Funds, Strategic Financial..., Retirement Planning, Investment Advisory, Retirement, Equities, Financial Advisory, Management, Investments, Securities, Investment Strategies, Series 7, Trading, Asset Allocation, Alternative Investments, Asset Management

Education
Mount Royal University   1982 — 1984

Samantha Sharpe Samantha Sharpe Toronto, Canada Area Details
Samantha Sharpe's Dundee Goodman Private Wealth Experience June 2002 - Present
Job Investment Advisor at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth   June 2002 - Present

Skills
Wealth Management, Equities, Investments, Retirement Planning, Asset Managment, Capital Markets, Estate Planning, Bloomberg, GIC, Fixed Income, RRSP, TFSA, Segregated Funds, RESP, Financial Modeling, Derivatives, Private Equity, Financial Services, Investment Advisory, Mutual Funds, Asset Allocation, Asset Management

Education
Bishop's University   1987 — 1990

Branksome Hall   1978 — 1987

Gabriel Benhamron Gabriel Benhamron Montreal, Canada Area Details
Gabriel Benhamron's Dundee Goodman Private Wealth Experience November 2006 - Present
Job Investment Advisor at Dundee Goodman Private Wealth
Industry Investment Management
Experience
Dundee Goodman Private Wealth   November 2006 - Present

Skills
Investments, Securities, Portfolio Management, Asset Managment, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, GIC, Asset Allocation, Venture Capital, Wealth Management, Strategic Financial..., Bonds, TFSA

Education
Concordia University   2002 — 2005

CSI - Canadian Securities Institute

Leonard Gareau Leonard Gareau Vancouver, Canada Area Details
Leonard Gareau's Dundee Goodman Private Wealth Experience April 2014 - Present
Job Investment Advisor at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth   April 2014 - Present
Macquarie Private Wealth / Richardson GMP   January 2011 - March 2014
First Canada Capital Partners Inc.   January 2007 - December 2010
Mackie Research Capital  August 1997 - December 2006
Burrard Toastmasters   2000 - 2003
Majendie Securities Ltd.   September 1993 - July 1997

Skills
Equities, Equity Research, Options, Options Strategies, Trading, Venture Capital, IPO, Bonds, Product Portfolio, Securities, Wealth Management, Investments, Investment Strategies, Portfolio Management, Financial Advisory, Capital Markets, Investment Banking, Investment Advisory, Financial Markets, Financial Services, Investment Management, Equity Trading, Alternative Investments, Fixed Income, Project Portfolio..., ETFs, Hedge Funds, Risk Management, Wealth Management..., Private Placements, Derivatives, Mutual Funds, Private Equity, Investor Relations, Finance, Asset Allocation

Education
British Columbia Institute of Technology / BCIT   1993 — 1996
Accounting and Finance

Robertson Career College   1989 — 1990
Accounting, Finance

Lorette Collegiate Institue
High School

Burrard Toastmasters

Todd Almasi Todd Almasi Calgary, Canada Area Details
Todd Almasi's Dundee Goodman Private Wealth Experience September 2015 - Present
Job Vice President Investment Advisor at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth   September 2015 - Present
National Bank Financial  January 2012 - August 2015
HSBC Securities  January 2010 - January 2012
GMP Private Client L.P.   March 2005 - January 2010
RBC Dominion Securities  1991 - 2002

Skills
Investment Advisory, Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Allocation, Alternative Investments, ETFs, Securities, Equities, Investment Management, Investments, Wealth Management..., Fixed Income, Portfolio Management, Asset Managment, High Net Worth..., Bonds, Wealth

Education
University of Saskatchewan

Nicholas Shinder Nicholas Shinder Montreal, Canada Area Details
Nicholas Shinder's Dundee Goodman Private Wealth Experience April 2014 - Present
Job Vice President & Portfolio Manager at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth   April 2014 - Present
Richardson GMP  November 2013 - April 2014
Macquarie Private Wealth  April 2010 - November 2013
Canaccord Financial  January 1999 - April 2010

Skills
Investment Advisory, Wealth Management, Investments, Equities, Financial Planning, Tax Minimization..., Foreign Exchange, Mortgage Lending, Asset Management, Tax, Alternative Investments, Capital Markets, Mutual Funds, Strategic Financial..., Investment Strategies, Securities, Cash Flow, Entrepreneurship, Portfolio Management, Private Equity

Education
Concordia University   1990 — 1993
commerce, accounting

Wagar High   1983 — 1988

Jennifer Klonowski Jennifer Klonowski Toronto, Canada Area Details
Jennifer Klonowski's Dundee Goodman Private Wealth Experience August 2014 - Present
Job Investment Services Assistant at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth   August 2014 - Present
Redefining Success of Raymond James Ltd.   May 2011 - August 2014
Second Cup  November 2009 - April 2010
Katz Group Canada Ltd. / Rexall Pharma Plus   June 2005 - August 2008

Skills
Computer Literate, Fast Learner, Planning, Organizing, Project Planning, Customer Service, Sales, CRM, Budgets, Time Management, Data Entry, Social Media, Marketing Communications, Teamwork, Microsoft Excel, Outlook, Marketing

Education
George Brown College   2009 — 2012
Advanced Diploma, Business Administration - Financial Management

Uxbridge Secondary School   2004 — 2008
High School Diploma

Paul Mitchison Paul Mitchison Vancouver, Canada Area Details
Paul Mitchison's Dundee Goodman Private Wealth Experience April 2006 - Present
Job Investment Advisor at Dundee Goodman Private Wealth
Industry Investment Management
Experience
Dundee Goodman Private Wealth   April 2006 - Present
Advance Wire Products Ltd.   February 2001 - February 2006

Skills
Equity Trading, Investment Portfolio, Stock Picking

Education
The University of British Columbia   1997 — 2001
Bachelor's degree

The University of British Columbia   1997 — 2001
Bachelor's degree