Dundee Private Investors Inc.

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Dundee Private Investors Inc. Employees

Employee
Years
Job
Industry
Stephen Stashin Stephen Stashin Toronto, Canada Area Details
Stephen Stashin's Dundee Private Investors Inc. Experience January 2003 - October 2013
Job CERTIFIED FINANCIAL PLANNER®, Certified Professional Consultant on Aging at HollisWealth Advisory Services Inc.
Industry Financial Services
Experience
Dundee Private Investors Inc.   January 2003 - October 2013
Cartier Partners Financial Services   January 2000 - December 2002
Regal Capital Planners   January 1994 - December 1999
Lafarge Consultants, Trow Inc.   May 1979 - November 1991

Education
The University of Western Ontario - Richard Ivey School of Business   1983 — 1985
MBA, Marketing, Finance

McGill University   1976 — 1979
B. Eng., Chemical Engineering

Vicki (Rafuse) Bates Vicki (Rafuse) Bates Halifax, Canada Area Details
Vicki (Rafuse) Bates's Dundee Private Investors Inc. Experience 2003 - 2007
Job Client Service Manager/Executive Assistant at Assante Hydrostone
Industry Marketing and Advertising
Experience
Assante Hydrostone   September 2013 - Present
Trampoline  June 2012 - August 2013
Stewart McKelvey  February 2009 - June 2012
Stonewater Homes   February 2008 - February 2009
Dundee Private Investors Inc.   2003 - 2007
Assante Wealth Management  1996 - 2001
Investors Group  1992 - 1997

Skills
Microsoft Office, Microsoft Excel, Event Planning, Legal Research, Public Relations, Employee Benefits, Employee Relations, Advertising, Public Speaking, Email Marketing, Editing, Internal Communications, Strategic Communications, Marketing, Project Management

Education
H & R Block   2013 — 2013
Tax Preparation

Nova Scotia Community College   1990 — 1991
Business Administration

Prince Andrew High School   1985 — 1988
Academic Graduate

Bruce Loeppky Bruce Loeppky Vancouver, Canada Area Details
Bruce Loeppky's Dundee Private Investors Inc. Experience August 2000 - October 2006
Job Account Executive at Portfolio Strategies Corporation
Industry Financial Services
Experience
Portfolio Strategies Corporation   October 2006 - Present
Dundee Private Investors Inc.   August 2000 - October 2006
Investors Group Financial Services Inc.  October 1996 - July 2000

Skills
Retirement Planning, tax planning, Investments, Retirement, Financial Planners, Portfolio Management, Mutual Funds, Wealth Management, Wealth Accumulation, Estate Planning, Wealth, Finance, Insurance, Financial Services, Financial Analysis, Asset Allocation, Disability Insurance

Education
Southern Alberta Institute of Technology / SAIT   1982 — 1984
Applied arts, Industrial Marketing

Jason Weinstein, CFP® Jason Weinstein, CFP® Vancouver, Canada Area Details
Jason Weinstein, CFP®'s Dundee Private Investors Inc. Experience June 2004 - August 2007
Job CERTIFIED FINANCIAL PLANNER® | Benefits Specialist | Investment and Insurance Advisor
Industry Financial Services
Experience
Holliswealth, a division of Scotia Capital Inc.   September 2007 - Present
HollisWealth Insurance Agency Ltd.  September 2007 - Present
Dundee Private Investors Inc.   June 2004 - August 2007
Hub Financial  October 1995 - August 2007
Cartier Partners Financial Services   September 2001 - June 2004
The Investment Centre   December 1998 - September 2001
Associated Financial Planners   October 1995 - December 1998
RBC  October 1993 - October 1995

Skills
Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Mutual Funds, Estate Planning, Investment Strategies, Retirement, Wealth, Investments, Financial Planners, Group Benefit Plans, Securities, Risk Management, Finance, Insurance, Financial Planning

Education
Eric Hamber High School

The University of British Columbia
Bachelor of Arts (B.A.), Psychology and Japanese

Kristin Kobayashi Kristin Kobayashi Toronto, Canada Area Details
Kristin Kobayashi's Dundee Private Investors Inc. Experience 2009 - October 2013
Job Executive Assistant at HollisWealth
Industry Financial Services
Experience
HollisWealth Advisory Services Inc.   November 2013 - Present
KK Digital Images   2003 - Present
Nikkei Voice   2009 - August 2014
Dundee Private Investors Inc.   2009 - October 2013

Skills
Event Planning, Microsoft Office, Customer Service, Photography, Digital Photography, Photoshop, Teamwork, Sales, Public Speaking, Editing, System Administration, Creative Writing, Time Management, PowerPoint, Research, Volunteer Management, Copy Editing, Video Editing, Adobe Creative Suite, Volunteering, Publishing, Social Media Marketing, Client Administration, Marketing Communications, Web Development

Education
University of Guelph   2005 — 2010
B.A.

Cedarbrae Collegiate Institute

David Lucescu David Lucescu Toronto, Canada Area Details
David Lucescu's Dundee Private Investors Inc. Experience 1998 - 2006
Job Business Lead at Ontario Ministry of Economic Development and Trade
Industry Accounting
Experience
Ontario Ministry of Economic Development and Trade  April 2006 - Present
Dundee Private Investors Inc.   1998 - 2006
Cartier Partners   1997 - 1998
Regal Capital Planner   1994 - 1997
Government of Ontario  1991 - 1994
Homeworks  1989 - 1991
Insurance Corporation of British Columbia  1988 - 1989

Skills
Start-ups, Financial Analysis, Strategic Financial..., Financial Modeling, Public Speaking, Investments, Analysis, Customer Service, Accounting, Research, Microsoft Office, Microsoft Excel, Strategic Planning, Strategy, Leadership, CRM, Finance, Financial Planning

Education
The University of British Columbia   1985 — 1988
MBA, Finance and Economics

Brock University   1981 — 1985
BBA, Finance and Economics

York University   2010 — 2011
MC, Six Sigma and Lean

York University   2007 — 2008
MC, Public Management

Linda Chow Linda Chow Vancouver, Canada Area Details
Linda Chow's Dundee Private Investors Inc. Experience August 2006 - October 2007
Job Retired
Industry Telecommunications
Experience
Algo Communication Products Ltd   October 2007 - April 2015
Dundee Private Investors Inc.   August 2006 - October 2007
Algo Communication Products Ltd   July 1997 - August 2006

Skills
Telecommunications, Customer Experience

Education
Sprott Shaw College

Sarah Krokis Sarah Krokis Calgary, Canada Area Details
Sarah Krokis's Dundee Private Investors Inc. Experience 1998 - 2001
Job Photographer/Owner at Eye Candy Photography
Industry Photography
Experience
Eye Candy Photography   January 2006 - Present
Eye Candy Photography   2006 - Present
Calgary Health Region  2005 - 2007
Oakwood Associates   2001 - 2004
Dundee Private Investors Inc.   1998 - 2001

Skills
Photography, Event Photography, Fine Art Photography, Web Design, Portraits, Wedding Photography, Customer Service, Editorial, Microsoft Office, Photoshop, Portrait Photography, Fashion, Headshots, Travel Photography, Photojournalism, Fashion Photography, Photos, Lightroom, Commercial Photography, Image Editing, Lifestyle Photography, Maternity, Studio Photography

Education
Southern Alberta Institute of Technology   2007 — 2010
Photography

Red Deer College   1997 — 1998
Office Administration

Haina Yu Haina Yu Austin, Texas Area Details
Haina Yu's Dundee Private Investors Inc. Experience November 2004 - November 2006
Job C# Software Developer
Industry Computer Software
Experience
SciQuest  November 2010 - November 2012
Tremb Services   May 2008 - November 2010
The Leader Direct   October 2007 - April 2008
Bitaa Technology   December 2006 - March 2007
SnowBus   October 2006 - December 2006
Dundee Private Investors Inc  November 2004 - November 2006
South Vancouver Community Police Centre   May 2004 - March 2005
Daming Enterprise Corporation   August 1999 - January 2002
FandDa Communication Technology Company Ltd   May 1997 - August 1999
TianWei Computer Ltd   July 1996 - May 1997

Skills
XML, C#, Software Development, Sql Server, JavaScript, JQuery, Ajax, ASP.net, MVC, Ceystal Report, Agile, TFS, LINQ, Object Oriented...

Education
Simon Fraser University   2009 — 2010
Diploma of Project Management, Project Management

Jilin University   1993 — 1996

Michael Samotis Michael Samotis Montreal, Canada Area Details
Michael Samotis's Dundee Private Investors Inc. Experience January 2000 - July 2007
Job Financial Planner at Kerr Financial Consultants Inc.
Industry Financial Services
Experience
Kerr Financial Corp.   August 2007 - Present
Dundee Private Investors Inc.   January 2000 - July 2007
National Bank of Greece (Canada)   August 1996 - April 1998

Skills
Financial Planning, Strategic Financial..., Investments, Finance, Estate Planning, Mutual Funds, Tax

Education
McGill University   1981 — 1984
Bachelor of Commerce (B.Com.), Accounting

Elias Avalos Elias Avalos Toronto, Canada Area Details
Elias Avalos's Dundee Private Investors Inc. Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Boland & Associates   June 2009 - Present
ING DIRECT Canada  November 2008 - May 2009
Dundee Private Investors Inc.   2007 - 2008
Dundee Private Investors Inc.   2004 - 2007

Skills
Mutual Funds, Strategic Financial..., Securities, Wealth Management, Portfolio Management, Investments, Retirement Planning, Microsoft Word, Marketing

Education
George Brown College   2003 — 2004
Diploma, Marketing for Financial Services

Instituto Tecnológico de Mérida   1993 — 1998
BA, Administration

Tyler Regan Tyler Regan Calgary, Canada Area Details
Tyler Regan's Dundee Private Investors Inc. Experience January 2008 - December 2008
Job Senior Accountant at Matson Driscoll & Damico Ltd.
Industry Accounting
Experience
Matson Driscoll & Damico  December 2014 - Present
John J. Geib, Chartered Accountants   January 2013 - December 2014
CIBC  August 2009 - December 2012
Dundee Private Investors Inc.   January 2008 - December 2008

Skills
Strategic Financial..., Retail Banking, Credit Analysis, Mutual Funds, Portfolio Management, Financial Reporting, Mortgage Lending, Credit Risk, Wealth Management, Relationship Management, IFRS, Financial Accounting, Customer Service, Financial Planning, Accounting, Account Reconciliation, Financial Statements, Tax Preparation

Education
CA School of Business   2013 — 2014

The University of Lethbridge   2009 — 2012
B. Mgt. with Great Distinction, Finance

Fanshawe College   2007 — 2009
Financial Planning Services

Brian Ruse Brian Ruse Montreal, Canada Area Details
Brian Ruse's Dundee Private Investors Inc. Experience September 1990 - January 2008
Job Candidate for the practice of the CPA profession
Industry Accounting
Experience
Presbytery of Montreal - The Presbyterian Church in Canada   September 2014 - Present
CGA CPA   February 2013 - Present
Promutuel Capital   January 2008 - October 2009
Dundee Private Investors Inc.   September 1990 - January 2008

Education
McGill University   2013 — 2013
Graduate Certificate in Accounting Practice, Accounting, G.P.A.: 3.60

McGill University   2010 — 2012
Diploma in Accounting, Accounting, G.P.A.: 3.50

Vanier College   2010 — 2011
Attestation of College Studies, Computerized Financial Management, 95%

University of Ottawa   1978 — 1980
Master of Business Administration (M.B.A.), Marketing

Wilfrid Laurier University   1974 — 1978
Honours B.A., French, German

Fletcher S. Campbell Fletcher S. Campbell Calgary, Canada Area Details
Fletcher S. Campbell's Dundee Private Investors Inc. Experience 1998 - November 2013
Job B.A. (Econ.), B.Comm.(Hon), CFP®
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance   November 2013 - Present
Dundee Private Investors Inc.   1998 - November 2013

Skills
Investments, Wealth Management, Estate Planning, Strategic Financial..., Retirement Planning, Retirement, Wealth, Wealth Accumulation, Financial Planners, Asset Allocation, Investment Strategies, Financial Advisory, Mutual Funds, Wealth Management..., Investment Advisory

Education
University of Manitoba   1970 — 1973
B/A Economic & B/Comm(Hons) Finance, CFP, Business/Managerial Economics