Dundee Securities
Industry: Company
DescriptionFounded: 2010 Parent organization: Dundee Corporation Subsidiaries: Eight Capital Corp., Dundee Goodman Insurance Agency Ltd.
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Dundee Securities Employees
Employee
Years
Job
Industry
Joseph D. Brook Joseph D. Brook's Dundee Securities Experience September 2003 - Present
Job Portfolio Manager & Investment Advisor at Dundee Goodman Private Wealth
Industry Investment Management
Experience
Dundee Securities September 2003 - Present
RBC Dominion Securities September 1998 - September 2003
Skills
Securities, Investments, Strategic Financial...
Education
Canadian Securites Institute 1996 — 2017
FMA, FCSI, Investments and Planning
Financial Services Commission of Ontario 2000 — 2002
Life Insurance Agent Status, Life Insurance & Estate Planning
Wilfrid Laurier University 1993 — 1997
Dipl. Bus. Admin, Business, Accounting, Investing
University of Guelph 1989 — 1993
B.Sc, Biological Sciences
Dundee Securities September 2003 - Present
RBC Dominion Securities September 1998 - September 2003
Skills
Securities, Investments, Strategic Financial...
Education
Canadian Securites Institute 1996 — 2017
FMA, FCSI, Investments and Planning
Financial Services Commission of Ontario 2000 — 2002
Life Insurance Agent Status, Life Insurance & Estate Planning
Wilfrid Laurier University 1993 — 1997
Dipl. Bus. Admin, Business, Accounting, Investing
University of Guelph 1989 — 1993
B.Sc, Biological Sciences
Stephane Gagne Stephane Gagne's Dundee Securities Experience June 2004 - April 2006
Job Director, Information Technology Industrielle Alliance Securities
Industry Financial Services
Experience
Industrial Alliance Securities February 2015 - Present
National Bank of Canada September 2014 - January 2015
National Bank of Canada September 2010 - September 2014
Desjardins Securities January 2010 - September 2010
Desjardins Securities March 2008 - January 2010
Valeurs mobilières Desjardins March 2008 - January 2010
Eagle Investment Systems April 2006 - March 2008
Dundee Securities June 2004 - April 2006
Groupe Option Retraite Securities January 2001 - June 2004
National Bank Financial July 2000 - January 2001
Skills
Risk Management, Portfolio Management, Market Data, Information Technology, Banking, Wealth Management, Derivatives, Investments, Technologies de..., Economics, Strategy, CRM, Brokers, Finance, Management, Gestion des risques, Gestion de portefeuille, Asset Management, Enterprise Architecture, Analyste commercial, Banque, Stratégie, Financial Services, Financial Markets, Project Management, Business Analysis, Investment Brokerage, Prime Brokerage, Front to Back Office, Business Intelligence, Trust Services, Fund Accounting, System Conversion, Custodial Services, Solution Architecture, Compliance, Politics, Fusions et acquisitions, Mergers and acquisitions
Education
Canadian Industry Institute (CSI) 1998 — 1999
Université Laval 1993 — 1996
Bachelor, Economics
Industrial Alliance Securities February 2015 - Present
National Bank of Canada September 2014 - January 2015
National Bank of Canada September 2010 - September 2014
Desjardins Securities January 2010 - September 2010
Desjardins Securities March 2008 - January 2010
Valeurs mobilières Desjardins March 2008 - January 2010
Eagle Investment Systems April 2006 - March 2008
Dundee Securities June 2004 - April 2006
Groupe Option Retraite Securities January 2001 - June 2004
National Bank Financial July 2000 - January 2001
Skills
Risk Management, Portfolio Management, Market Data, Information Technology, Banking, Wealth Management, Derivatives, Investments, Technologies de..., Economics, Strategy, CRM, Brokers, Finance, Management, Gestion des risques, Gestion de portefeuille, Asset Management, Enterprise Architecture, Analyste commercial, Banque, Stratégie, Financial Services, Financial Markets, Project Management, Business Analysis, Investment Brokerage, Prime Brokerage, Front to Back Office, Business Intelligence, Trust Services, Fund Accounting, System Conversion, Custodial Services, Solution Architecture, Compliance, Politics, Fusions et acquisitions, Mergers and acquisitions
Education
Canadian Industry Institute (CSI) 1998 — 1999
Université Laval 1993 — 1996
Bachelor, Economics
Robert Giles Robert Giles's Dundee Securities Experience 2004 - 2007
Job VP Business Development at Canada Capital Energy Corporation
Industry Oil & Energy
Experience
Canada Capital Energy Corporation May 2009 - Present
Dundee Securities 2004 - 2007
CIBC World Markets 1995 - 2000
Skills
Mergers & Acquisitions, Valuation, Oil & Gas Industry, Capital Markets, Investment Banking, Financial Modeling, Private Equity, Investments, Energy Industry, Petroleum, Due Diligence, Finance, Management, Natural Gas, Energy, Corporate Finance
Education
University of Calgary
Canada Capital Energy Corporation May 2009 - Present
Dundee Securities 2004 - 2007
CIBC World Markets 1995 - 2000
Skills
Mergers & Acquisitions, Valuation, Oil & Gas Industry, Capital Markets, Investment Banking, Financial Modeling, Private Equity, Investments, Energy Industry, Petroleum, Due Diligence, Finance, Management, Natural Gas, Energy, Corporate Finance
Education
University of Calgary
Vanessa Gravina, CFA Vanessa Gravina, CFA's Dundee Securities Experience June 2011 - October 2013
Job VP Institutional Sales at National Bank Financial
Industry Capital Markets
Experience
National Bank Financial October 2014 - Present
Dundee Capital Markets November 2013 - September 2014
Dundee Securities June 2011 - October 2013
Desjardins Securities November 2009 - June 2011
Education
Wilfrid Laurier University 2007 — 2009
Queen's University 2002 — 2006
BAH, Political Studies, Economics
BSS
National Bank Financial October 2014 - Present
Dundee Capital Markets November 2013 - September 2014
Dundee Securities June 2011 - October 2013
Desjardins Securities November 2009 - June 2011
Education
Wilfrid Laurier University 2007 — 2009
Queen's University 2002 — 2006
BAH, Political Studies, Economics
BSS
Chris C Haro, CFA, FCSI, CIM's Dundee Securities Experience 1999 - 2002
Job Sailing
Industry Banking
Experience
Sailing the Med June 2012 - Present
Internal Audit June 2010 - Present
Fédération des Caisses Desjardins 2002 - 2010
Dundee Securities 1999 - 2002
Groupe Option Retraite 1996 - 1999
Vidéo Cité 1983 - 1991
Skills
Auditing, Risk Management, Financial Analysis, Banking, Finance, Internal Controls, Sailing, Downhill Skiing
Education
HEC Montréal 1991 — 1996
B.A.A. Bachelier en administration des affaires, Finance
CFA Institute 2008 — 2014
CFA Chartered Financial Analyst, Financial Management
Canadian Securities Institute (CSI)
FCSI, CIM/GPC, Chartered Professional Strategic Wealth (Ch.P), Finance and Financial Management Services
Canadian Power and Sail Squadrons 1991 — 2005
Advanced Piloting, Sailing
Sailing the Med June 2012 - Present
Internal Audit June 2010 - Present
Fédération des Caisses Desjardins 2002 - 2010
Dundee Securities 1999 - 2002
Groupe Option Retraite 1996 - 1999
Vidéo Cité 1983 - 1991
Skills
Auditing, Risk Management, Financial Analysis, Banking, Finance, Internal Controls, Sailing, Downhill Skiing
Education
HEC Montréal 1991 — 1996
B.A.A. Bachelier en administration des affaires, Finance
CFA Institute 2008 — 2014
CFA Chartered Financial Analyst, Financial Management
Canadian Securities Institute (CSI)
FCSI, CIM/GPC, Chartered Professional Strategic Wealth (Ch.P), Finance and Financial Management Services
Canadian Power and Sail Squadrons 1991 — 2005
Advanced Piloting, Sailing
Marc Guénette Marc Guénette's Dundee Securities Experience June 2001 - December 2001
Job Finances, Trading.
Industry Venture Capital & Private Equity
Experience
Trader Catan Inc. September 2003 - Present
C3i January 2000 - Present
Exo Marketing Intégré B2B February 2013 - July 2013
Hampton Securities January 2002 - August 2003
Dundee Securities June 2001 - December 2001
Montreal Stock Exchange January 1996 - December 2000
Montreal Exchange 1997 - 2000
RSB Video January 1992 - December 1994
Skills
Strategist, Bilingual, Creativity, Communication Skills, Works well in a team, Works well with people, Organizational..., Multi Tasking, Team Leadership, Writing, Event Planning, Event Management, CRM, Management, Social Networking, Social Web, Equity Trading, Strategy, Options, French, Trading, Equities, Social Media, Leadership, Online Marketing, Editing, Entrepreneurship, Analysis, Proprietary Trading, Marketing Communications, Blogging, Facebook, Online Advertising, Marketing Research, Google Analytics, Social Media Marketing, Strategic Leadership
Education
Université de Montréal 1992 — 1994
Masters, Film Studies
Université de Montréal 1987 — 1994
Masters, Film Studies
College 1987 — 1993
Communications, advertising/communication/cinema
Université de Montréal 1987 — 1991
Bachelor «, Film Studies and Communications
Trader Catan Inc. September 2003 - Present
C3i January 2000 - Present
Exo Marketing Intégré B2B February 2013 - July 2013
Hampton Securities January 2002 - August 2003
Dundee Securities June 2001 - December 2001
Montreal Stock Exchange January 1996 - December 2000
Montreal Exchange 1997 - 2000
RSB Video January 1992 - December 1994
Skills
Strategist, Bilingual, Creativity, Communication Skills, Works well in a team, Works well with people, Organizational..., Multi Tasking, Team Leadership, Writing, Event Planning, Event Management, CRM, Management, Social Networking, Social Web, Equity Trading, Strategy, Options, French, Trading, Equities, Social Media, Leadership, Online Marketing, Editing, Entrepreneurship, Analysis, Proprietary Trading, Marketing Communications, Blogging, Facebook, Online Advertising, Marketing Research, Google Analytics, Social Media Marketing, Strategic Leadership
Education
Université de Montréal 1992 — 1994
Masters, Film Studies
Université de Montréal 1987 — 1994
Masters, Film Studies
College 1987 — 1993
Communications, advertising/communication/cinema
Université de Montréal 1987 — 1991
Bachelor «, Film Studies and Communications
Adam Schmidt Adam Schmidt's Dundee Securities Experience April 2000 - April 2009
Job Director, Business Development at CSE Canadian Securities Exchange
Industry Financial Services
Experience
The CSE - Canadian Securities Exchange April 2010 - Present
Desjardins Securities May 2009 - April 2010
Dundee Securities April 2000 - April 2009
TD Canada Trust January 1999 - April 2000
Skills
Electronic Trading, Capital Markets, Equities, Securities, Trading, Equity Trading, Trading Systems, Options, Financial Markets, Business Development, Investments, Market Data, Hedge Funds, Proprietary Trading, Equity Derivatives, ETFs, Derivatives, Trading Strategies, Investor Relations, Bloomberg, Private Equity, Alternative Investments, Fixed Income, Mutual Funds
Education
University of Guelph
The CSE - Canadian Securities Exchange April 2010 - Present
Desjardins Securities May 2009 - April 2010
Dundee Securities April 2000 - April 2009
TD Canada Trust January 1999 - April 2000
Skills
Electronic Trading, Capital Markets, Equities, Securities, Trading, Equity Trading, Trading Systems, Options, Financial Markets, Business Development, Investments, Market Data, Hedge Funds, Proprietary Trading, Equity Derivatives, ETFs, Derivatives, Trading Strategies, Investor Relations, Bloomberg, Private Equity, Alternative Investments, Fixed Income, Mutual Funds
Education
University of Guelph
Kim Shah Kim Shah's Dundee Securities Experience 1999 - 2002
Job Manager, Business Analyst at Connor, Clark & Lunn Private Capital Ltd.
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital January 2013 - Present
Connor Clark & Lunn Private Capital October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc. April 2010 - September 2011
ESG Investing Group November 2009 - December 2010
CI Investments May 2006 - November 2008
Assante Wealth Management June 2004 - November 2008
Assante Asset Management December 2002 - June 2004
Assante Advisory Services June 2002 - December 2002
Dundee Wealth Management January 2002 - June 2002
Dundee Securities 1999 - 2002
Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics
Education
Ryerson University
Computer Science
St. Joseph's Convent 1990 — 1994
Canadian Securities Institute
Canadian Securities Course
Green Business League
Certified Green Consultant
Connor Clark & Lunn Private Capital January 2013 - Present
Connor Clark & Lunn Private Capital October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc. April 2010 - September 2011
ESG Investing Group November 2009 - December 2010
CI Investments May 2006 - November 2008
Assante Wealth Management June 2004 - November 2008
Assante Asset Management December 2002 - June 2004
Assante Advisory Services June 2002 - December 2002
Dundee Wealth Management January 2002 - June 2002
Dundee Securities 1999 - 2002
Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics
Education
Ryerson University
Computer Science
St. Joseph's Convent 1990 — 1994
Canadian Securities Institute
Canadian Securities Course
Green Business League
Certified Green Consultant
Alexandre Dion, M.Sc., CFA, FRM Alexandre Dion, M.Sc., CFA, FRM's Dundee Securities Experience August 2007 - March 2008
Job Investment Officer, North American Equities, CN Investment Division
Industry Investment Management
Experience
CN Investment Division April 2008 - Present
Dundee Securities August 2007 - March 2008
National Bank Financial February 2006 - August 2007
Aon Consulting January 2003 - February 2006
Education
Sherbrooke University 2001 — 2002
M.Sc., Finance
Sherbrooke University 1998 — 2001
BBA, Finance
CFA Institute
Chartered Financial Analyst designation
Global Association of Risk Professionals
Financial Risk Manager designation
CN Investment Division April 2008 - Present
Dundee Securities August 2007 - March 2008
National Bank Financial February 2006 - August 2007
Aon Consulting January 2003 - February 2006
Education
Sherbrooke University 2001 — 2002
M.Sc., Finance
Sherbrooke University 1998 — 2001
BBA, Finance
CFA Institute
Chartered Financial Analyst designation
Global Association of Risk Professionals
Financial Risk Manager designation
Pierre Paquette Pierre Paquette's Dundee Securities Experience March 2003 - November 2010
Job president at JPA
Industry Financial Services
Experience
JPA inc 1993 - Present
Industrielle Alliance Valeurs mobilières November 2010 - Present
Dundee Securities March 2003 - November 2010
Jacques Paquette & Associées inc (JPA) January 2003 - November 2010
JPA inc December 1985 - March 1993
Skills
Strategic Planning, Customer Service, New Business Development, Marketing Strategy, Sales Management, Sales, Public Speaking, Negotiation, Investments, Insurance, Financial Analysis, DES, Analysis, Risk Management, Planification de la..., Gestion de patrimoine, Fonds mutuel, Gestion des risques, Investissements, Finance
Education
University of Ottawa 1981 — 1984
Master's degree, Social Sciences
University of Ottawa / Université d'Ottawa 1978 — 1981
Bachelor's degree, Business Administration and Management, General
College Bourget, Rigaud 1974 — 1977
JPA inc 1993 - Present
Industrielle Alliance Valeurs mobilières November 2010 - Present
Dundee Securities March 2003 - November 2010
Jacques Paquette & Associées inc (JPA) January 2003 - November 2010
JPA inc December 1985 - March 1993
Skills
Strategic Planning, Customer Service, New Business Development, Marketing Strategy, Sales Management, Sales, Public Speaking, Negotiation, Investments, Insurance, Financial Analysis, DES, Analysis, Risk Management, Planification de la..., Gestion de patrimoine, Fonds mutuel, Gestion des risques, Investissements, Finance
Education
University of Ottawa 1981 — 1984
Master's degree, Social Sciences
University of Ottawa / Université d'Ottawa 1978 — 1981
Bachelor's degree, Business Administration and Management, General
College Bourget, Rigaud 1974 — 1977
Peter Tsaconas Peter Tsaconas's Dundee Securities Experience April 2004 - August 2009
Job Trade Support Analyst at Fidessa
Industry Information Technology and Services
Experience
Fidessa July 2011 - Present
L&T Infotech January 2011 - July 2011
Citi March 2010 - January 2011
Dundee Securities April 2004 - August 2009
Cosma International Group of Magna International October 2002 - August 2003
Skills
Project Management, Microsoft Office..., Inventory, Executive Support, Software Documentation, Business Analysis, Trading Systems, SharePoint, Windows Server, Microsoft SQL Server, Visio, ITIL, Vendor Management, SQL, Integration, IT Management
Education
Nexient Learning 2009 — 2009
Certification, Microsoft Sharepoint Designer learning
Sheridan College 2001 — 2003
Diploma, Systems Analyst
Nexient Learning
Microsoft SharePoint Server 2007 administration
Fidessa July 2011 - Present
L&T Infotech January 2011 - July 2011
Citi March 2010 - January 2011
Dundee Securities April 2004 - August 2009
Cosma International Group of Magna International October 2002 - August 2003
Skills
Project Management, Microsoft Office..., Inventory, Executive Support, Software Documentation, Business Analysis, Trading Systems, SharePoint, Windows Server, Microsoft SQL Server, Visio, ITIL, Vendor Management, SQL, Integration, IT Management
Education
Nexient Learning 2009 — 2009
Certification, Microsoft Sharepoint Designer learning
Sheridan College 2001 — 2003
Diploma, Systems Analyst
Nexient Learning
Microsoft SharePoint Server 2007 administration
Maxim Afanasiev Maxim Afanasiev's Dundee Securities Experience April 2008 - September 2008
Job Sen. Software Developer at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2013 - Present
BNC National Bank September 2011 - July 2013
RBC Royal Bank January 2010 - August 2011
Banalogic Corp. June 2010 - December 2010
Digital Rapids Corp November 2008 - March 2009
Dundee Securities April 2008 - September 2008
Compuware Corporation March 2003 - April 2008
SCII.net, La Société Générale August 2001 - March 2003
GemPlus Canada Inc., Montreal August 2000 - June 2001
Bell ActiMedia, Montreal June 1998 - August 2000
Skills
Hibernate, JUnit, UML, Java, AJAX, SQL, JavaScript, Linux, Application Development, Eclipse, EJB, J2EE, Web Services, Tomcat, Spring, Struts, XML, JSP, Agile, TDD, Integration, Websphere, Weblogic, Ant, Architecture, jQuery, HTML, SOAP, SDLC, MySQL, SOA, Unix, JSF, DB2, JDBC, Subversion, CVS, C++, JAXB, XSL, Servlets, JMS, Design Patterns, SQL Server, Maven, Databases, XSLT, Java Enterprise Edition, Agile Methodologies, WebSphere Application...
Education
Bauman Moscow State Technical University 1985 — 1991
Honours degree in electrical engineering, Automatic Control Systems
Morgan Stanley July 2013 - Present
BNC National Bank September 2011 - July 2013
RBC Royal Bank January 2010 - August 2011
Banalogic Corp. June 2010 - December 2010
Digital Rapids Corp November 2008 - March 2009
Dundee Securities April 2008 - September 2008
Compuware Corporation March 2003 - April 2008
SCII.net, La Société Générale August 2001 - March 2003
GemPlus Canada Inc., Montreal August 2000 - June 2001
Bell ActiMedia, Montreal June 1998 - August 2000
Skills
Hibernate, JUnit, UML, Java, AJAX, SQL, JavaScript, Linux, Application Development, Eclipse, EJB, J2EE, Web Services, Tomcat, Spring, Struts, XML, JSP, Agile, TDD, Integration, Websphere, Weblogic, Ant, Architecture, jQuery, HTML, SOAP, SDLC, MySQL, SOA, Unix, JSF, DB2, JDBC, Subversion, CVS, C++, JAXB, XSL, Servlets, JMS, Design Patterns, SQL Server, Maven, Databases, XSLT, Java Enterprise Edition, Agile Methodologies, WebSphere Application...
Education
Bauman Moscow State Technical University 1985 — 1991
Honours degree in electrical engineering, Automatic Control Systems
Richard Rinyai Richard Rinyai's Dundee Securities Experience April 2004 - November 2005
Job Owner at Virtual Office Guy | Small Business Administration Professional
Industry Executive Office
Experience
Virtual Office Guy March 2012 - Present
Carswell, a Thomson Reuters business November 2005 - December 2011
Dundee Securities April 2004 - November 2005
Fieldgate Homes Ltd. March 2001 - April 2004
TD Canada Trust August 1998 - March 2001
Brainchild Education Centre March 1997 - August 1999
Skills
Microsoft Office, Organizer, Eye For Detail, Office Administration, Administration, Customer Relations, Event Planning, Scheduling, Accounting, Employee Engagement, Administrative Support, Outlook, Customer Service, Budgeting, Word, Excel, PowerPoint, Problem Solving, Teamwork, Research, Marketing Communications, Event Management, Access, Mentoring, Time Management, Database Administration, Email Marketing, Administrative..., System Administration, Microsoft Excel, Accounts Payable, Accounts Receivable, Cold Calling, Cold Calling Experience, Process Scheduler, Budgets, Social Networking, Blogging
Education
George Brown College 1996 — 1998
Diploma, Business-Marketing
Senator O'Connor College School 1993 — 1996
O.S.S.D., Business
Mary Ward Catholic Secondary School 1991 — 1993
Business
Virtual Office Guy March 2012 - Present
Carswell, a Thomson Reuters business November 2005 - December 2011
Dundee Securities April 2004 - November 2005
Fieldgate Homes Ltd. March 2001 - April 2004
TD Canada Trust August 1998 - March 2001
Brainchild Education Centre March 1997 - August 1999
Skills
Microsoft Office, Organizer, Eye For Detail, Office Administration, Administration, Customer Relations, Event Planning, Scheduling, Accounting, Employee Engagement, Administrative Support, Outlook, Customer Service, Budgeting, Word, Excel, PowerPoint, Problem Solving, Teamwork, Research, Marketing Communications, Event Management, Access, Mentoring, Time Management, Database Administration, Email Marketing, Administrative..., System Administration, Microsoft Excel, Accounts Payable, Accounts Receivable, Cold Calling, Cold Calling Experience, Process Scheduler, Budgets, Social Networking, Blogging
Education
George Brown College 1996 — 1998
Diploma, Business-Marketing
Senator O'Connor College School 1993 — 1996
O.S.S.D., Business
Mary Ward Catholic Secondary School 1991 — 1993
Business
John McIlveen John McIlveen's Dundee Securities Experience 2003 - 2007
Job SVP Research at Jacob Securities Inc.
Industry Investment Banking
Experience
Jacob Securities Inc. March 2007 - Present
Canadian Geothermal Energy Association (CanGEA) 2009 - 2011
Dundee Securities 2003 - 2007
Mosaic Group 2001 - 2002
Yorkton Securities 2000 - 2001
Scotia Capital Markets 1995 - 2000
Sanwa McCarthySecurities 1994 - 1995
Penfund Partners 1987 - 1993
TD Bank 1984 - 1987
Dalhousie University 1982 - 1984
Skills
Equity Research, Equities, Capital Markets, Investments, Private Equity, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Investor Relations, Due Diligence, Portfolio Management, Mergers, Equity Valuation, Hedge Funds, Venture Capital, Securities, Financial Analysis, IPO, Mergers & Acquisitions, Corporate Development, Private Placements, Bloomberg, Equity Trading, Financial Markets, Cleantech, Derivatives
Education
Dalhousie University 1982 — 1983
MBA, Finance & International Business
Jacob Securities Inc. March 2007 - Present
Canadian Geothermal Energy Association (CanGEA) 2009 - 2011
Dundee Securities 2003 - 2007
Mosaic Group 2001 - 2002
Yorkton Securities 2000 - 2001
Scotia Capital Markets 1995 - 2000
Sanwa McCarthySecurities 1994 - 1995
Penfund Partners 1987 - 1993
TD Bank 1984 - 1987
Dalhousie University 1982 - 1984
Skills
Equity Research, Equities, Capital Markets, Investments, Private Equity, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Investor Relations, Due Diligence, Portfolio Management, Mergers, Equity Valuation, Hedge Funds, Venture Capital, Securities, Financial Analysis, IPO, Mergers & Acquisitions, Corporate Development, Private Placements, Bloomberg, Equity Trading, Financial Markets, Cleantech, Derivatives
Education
Dalhousie University 1982 — 1983
MBA, Finance & International Business
Jean-François Gagnon Jean-François Gagnon's Dundee Securities Experience August 2007 - February 2008
Job VicePresident and Portfolio Manager at Fiera Capital Corporation
Industry Investment Management
Experience
Fiera Capital Corporation June 2009 - Present
Private Wealth June 2008 - June 2009
Dundee Securities August 2007 - February 2008
CDP Capital 2006 - 2007
Fiera Sceptre Inc. February 2004 - February 2006
Natcan March 2000 - February 2004
National Bank Securities 1997 - 2000
Skills
Portfolio Management, Hedge Funds, Bloomberg, Investment Strategies, Equity Research, Asset Managment, Equities, Investments, Asset Allocation, Asset Management, Fixed Income, Capital Markets, Equity Valuation, Alternative Investments, Financial Markets, Derivatives, Financial Modeling, Valuation, Financial Analysis, Mutual Funds, Securities, Trading, Corporate Finance, Wealth Management
Education
HEC Montréal 1990 — 1993
Bachelor, Finance
Fiera Capital Corporation June 2009 - Present
Private Wealth June 2008 - June 2009
Dundee Securities August 2007 - February 2008
CDP Capital 2006 - 2007
Fiera Sceptre Inc. February 2004 - February 2006
Natcan March 2000 - February 2004
National Bank Securities 1997 - 2000
Skills
Portfolio Management, Hedge Funds, Bloomberg, Investment Strategies, Equity Research, Asset Managment, Equities, Investments, Asset Allocation, Asset Management, Fixed Income, Capital Markets, Equity Valuation, Alternative Investments, Financial Markets, Derivatives, Financial Modeling, Valuation, Financial Analysis, Mutual Funds, Securities, Trading, Corporate Finance, Wealth Management
Education
HEC Montréal 1990 — 1993
Bachelor, Finance
Linda Holmes Linda Holmes's Dundee Securities Experience August 1997 - August 2006
Job Director Retail Compliance at ScotiaMcLeod
Industry Financial Services
Experience
Scotia Capital January 2009 - Present
Investment Industry March 2007 - Present
ScotiaMcLeod August 2013 - August 2014
Scotia Securities Inc. (Scotiabank) September 2012 - August 2013
Dundee Securities August 1997 - August 2006
The Financial Planning Group April 1997 - August 1997
Money Concepts January 1989 - April 1997
Richardson Greenshields June 1979 - August 1988
Skills
Securities, Mutual Funds, Wealth Management, Corporate Governance, Risk Management, Capital Markets, Investments, Asset Managment, Investment Advisory, Insurance, Due Diligence, Equities, Governance, Estate Planning, Privacy Law
Education
Ontario Police College 1976 — 1976
Seneca College of Applied Arts and Technology
Scotia Capital January 2009 - Present
Investment Industry March 2007 - Present
ScotiaMcLeod August 2013 - August 2014
Scotia Securities Inc. (Scotiabank) September 2012 - August 2013
Dundee Securities August 1997 - August 2006
The Financial Planning Group April 1997 - August 1997
Money Concepts January 1989 - April 1997
Richardson Greenshields June 1979 - August 1988
Skills
Securities, Mutual Funds, Wealth Management, Corporate Governance, Risk Management, Capital Markets, Investments, Asset Managment, Investment Advisory, Insurance, Due Diligence, Equities, Governance, Estate Planning, Privacy Law
Education
Ontario Police College 1976 — 1976
Seneca College of Applied Arts and Technology
Gabriel Kapitany Gabriel Kapitany's Dundee Securities Experience 2003 - 2005
Job at
Industry Banking
Experience
Symcor October 2008 - Present
Symcor May 2007 - October 2008
IBM Canada Ltd. October 2005 - May 2007
Dundee Securities 2003 - 2005
Deuromedia 1999 - 2001
Coltronix 1999 - 1999
PROTV 1998 - 1999
Skills
SDLC, DB2, Unix, Requirements Analysis, Websphere, Java Enterprise Edition, SOA, SQL, Enterprise Architecture, Integration, Solution Architecture, Java, Disaster Recovery
Education
1985 — 1991
Symcor October 2008 - Present
Symcor May 2007 - October 2008
IBM Canada Ltd. October 2005 - May 2007
Dundee Securities 2003 - 2005
Deuromedia 1999 - 2001
Coltronix 1999 - 1999
PROTV 1998 - 1999
Skills
SDLC, DB2, Unix, Requirements Analysis, Websphere, Java Enterprise Edition, SOA, SQL, Enterprise Architecture, Integration, Solution Architecture, Java, Disaster Recovery
Education
1985 — 1991
Pat Manbahal Pat Manbahal's Dundee Securities Experience 1996 - 2010
Job Sr. Business Analyst at RBC Royal Bank
Industry Information Technology and Services
Experience
RBC April 2015 - Present
TD Bank Group January 2014 - February 2015
RBC Royal Bank August 2008 - October 2011
RBC Royal Bank 2008 - 2010
Dundee Securities 1996 - 2010
American Express 2000 - 2008
AMEX 2000 - 2008
Amex Canada Inc. 2000 - 2008
American Express Technology 2000 - 2008
cibc - bankcard project 1996 - 1999
Skills
Business Analysis, Requirements Gathering, Business Requirements, SDLC, Visio, MS Project, Systems Analysis, User Acceptance Testing, Business Process..., Change Management, Business Process, Risk Management, Requirements Analysis, Project Planning, Analysis, Process Improvement, Software Project..., Mainframe, Documentation, Quality Assurance, Team Leadership, SharePoint, Functional..., Software Documentation, Quality Center, PMO, PMP, Project Management, Testing, Vendor Management, Microsoft Project
Education
Humber College 1986 — 1989
Computer Science
RBC April 2015 - Present
TD Bank Group January 2014 - February 2015
RBC Royal Bank August 2008 - October 2011
RBC Royal Bank 2008 - 2010
Dundee Securities 1996 - 2010
American Express 2000 - 2008
AMEX 2000 - 2008
Amex Canada Inc. 2000 - 2008
American Express Technology 2000 - 2008
cibc - bankcard project 1996 - 1999
Skills
Business Analysis, Requirements Gathering, Business Requirements, SDLC, Visio, MS Project, Systems Analysis, User Acceptance Testing, Business Process..., Change Management, Business Process, Risk Management, Requirements Analysis, Project Planning, Analysis, Process Improvement, Software Project..., Mainframe, Documentation, Quality Assurance, Team Leadership, SharePoint, Functional..., Software Documentation, Quality Center, PMO, PMP, Project Management, Testing, Vendor Management, Microsoft Project
Education
Humber College 1986 — 1989
Computer Science
Patrick Caicco Patrick Caicco's Dundee Securities Experience January 2002 - October 2003
Job Mortgage Agent FMP, Qualified Financial Services
Industry Financial Services
Experience
FMP Mortgage Investments September 2014 - Present
Synergy Family Office/Altaview Financial Group March 2012 - September 2014
Advantage Wealth Building Strategies September 2008 - August 2012
RBC Royal Bank November 2003 - November 2008
Dundee Securities January 2002 - October 2003
CAPCORP 2000 - 2002
Yorkton Securities 1999 - 2000
TD Canada Trust 1991 - 1999
Patron Insurance Agency 1989 - 1991
London Life 1987 - 1989
Skills
Insurance, Investments, Real Estate, Financial Planning, Mortgage, Financial Management, Estate Planning, Mortgage Lending, Strategic Financial..., Banking, Portfolio Management, Managerial Finance, Small Business, Management, Finance, Financial Analysis, Sales, Financial Services, Securities, Investment Properties, Loans, Wealth Management, Credit, Retirement Planning, Financial Advisory, Business Planning, Relationship Management, Mutual Funds, Mergers & Acquisitions, Residential Mortgages, Commercial Mortgages, Risk Management, Commercial Banking, Funding, Retirement, Financial Risk, Investment Advisory, Refinance, Debt Consolidation, Executive Management, Credit Analysis, Credit Risk, Private Equity, Real Estate Financing, Wealth, Critical Illness, Venture Capital, Alternative Investments, Asset Management, Investment Strategies
Education
Canadore College 1975 — 1978
Business, Marketing
Scollard Hall 1969 — 1974
FMP Mortgage Investments September 2014 - Present
Synergy Family Office/Altaview Financial Group March 2012 - September 2014
Advantage Wealth Building Strategies September 2008 - August 2012
RBC Royal Bank November 2003 - November 2008
Dundee Securities January 2002 - October 2003
CAPCORP 2000 - 2002
Yorkton Securities 1999 - 2000
TD Canada Trust 1991 - 1999
Patron Insurance Agency 1989 - 1991
London Life 1987 - 1989
Skills
Insurance, Investments, Real Estate, Financial Planning, Mortgage, Financial Management, Estate Planning, Mortgage Lending, Strategic Financial..., Banking, Portfolio Management, Managerial Finance, Small Business, Management, Finance, Financial Analysis, Sales, Financial Services, Securities, Investment Properties, Loans, Wealth Management, Credit, Retirement Planning, Financial Advisory, Business Planning, Relationship Management, Mutual Funds, Mergers & Acquisitions, Residential Mortgages, Commercial Mortgages, Risk Management, Commercial Banking, Funding, Retirement, Financial Risk, Investment Advisory, Refinance, Debt Consolidation, Executive Management, Credit Analysis, Credit Risk, Private Equity, Real Estate Financing, Wealth, Critical Illness, Venture Capital, Alternative Investments, Asset Management, Investment Strategies
Education
Canadore College 1975 — 1978
Business, Marketing
Scollard Hall 1969 — 1974
Tamar Kirakossian Tamar Kirakossian's Dundee Securities Experience June 2006 - February 2008
Job VP Sales at IA Clarington
Industry Financial Services
Experience
IA Clarington July 2015 - Present
National Bank Investments January 2015 - July 2015
National Bank of Canada March 2009 - December 2014
Dundee Securities June 2006 - February 2008
Standard Life September 2004 - June 2006
TD Waterhouse January 2003 - September 2004
TD Bank Group January 2001 - July 2003
Skills
CIM, Mutual Funds, Investments, Financial Advisory, Wealth Management, New Business Development, Investment Banking, Alternative Investments, Sales, Business Development, Sales Management, Territory Management, Practice Management, Salesforce.com, Sales Presentations, Mortgage Lending, Loans, Investment Advisory, Coaching, Budgets, Management, Credit, Social Media, Mortgage Banking, Cross-functional Team..., Canadian Securities..., Event Management, Brokerage, Securities, Trading, Investment Strategies, Retirement Planning, Sales Force Development, Strategic Financial..., Sequoia, Online Brokerage, Budget, Separately Managed..., Change Management, Financial Services, Insurance, Portfolio Management, Banking, Analysis, Relationship Management, Financial Planning
Education
Canadian Securities Institute 2014 — 2014
Chartered Investment Manager Designation (CIM), Currently enrolled
Canadian Securities Institute 2002 — 2004
Canadian Securities Course/Conduct and Practice Handbook Course
Concordia University 1998 — 2001
B.Comm, Economics
John Abbott College 1996 — 1998
Commerce
IA Clarington July 2015 - Present
National Bank Investments January 2015 - July 2015
National Bank of Canada March 2009 - December 2014
Dundee Securities June 2006 - February 2008
Standard Life September 2004 - June 2006
TD Waterhouse January 2003 - September 2004
TD Bank Group January 2001 - July 2003
Skills
CIM, Mutual Funds, Investments, Financial Advisory, Wealth Management, New Business Development, Investment Banking, Alternative Investments, Sales, Business Development, Sales Management, Territory Management, Practice Management, Salesforce.com, Sales Presentations, Mortgage Lending, Loans, Investment Advisory, Coaching, Budgets, Management, Credit, Social Media, Mortgage Banking, Cross-functional Team..., Canadian Securities..., Event Management, Brokerage, Securities, Trading, Investment Strategies, Retirement Planning, Sales Force Development, Strategic Financial..., Sequoia, Online Brokerage, Budget, Separately Managed..., Change Management, Financial Services, Insurance, Portfolio Management, Banking, Analysis, Relationship Management, Financial Planning
Education
Canadian Securities Institute 2014 — 2014
Chartered Investment Manager Designation (CIM), Currently enrolled
Canadian Securities Institute 2002 — 2004
Canadian Securities Course/Conduct and Practice Handbook Course
Concordia University 1998 — 2001
B.Comm, Economics
John Abbott College 1996 — 1998
Commerce
Kamal G. Lutfi's Dundee Securities Experience 2002 - 2004
Job Financial Planner
Industry Financial Services
Experience
Financial Planner July 2011 - Present
Ex Candidate for CAQ Coalition Avenir Quebec April 2012 - July 2012
Caisse Populaire Desjardins de Notre-Dame-De-Grâce October 2010 - July 2011
Caisse Populaire de la Vallée de Saint-Sauveur 2010 - April 2011
Group CMA 2007 - 2009
GROUP CMA 2007 - 2009
Triglobal Capital Management 2004 - 2007
Dundee Securities 2002 - 2004
Groupe Montpetit 1995 - 2002
Parti libéral du Québec 1996 - 1999
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Risk Management, Mutual Funds, Insurance, Estate Planning, Retirement, Mortgage Lending, Finance, Wealth, Term Life Insurance, Fixed Annuities, Financial Analysis, Financial Planners, Pensions, Credit, Fixed Income, Investment Management, Financial Risk, Employee Benefits, Financial Modeling, Investment Strategies, Investment Advisory, Disability Insurance, Portfolio Management, Corporate Finance, Equities, Health Insurance, Securities, Life Insurance, Long-term Care, Asset Allocation, ETFs, Personal Finance, Financial Markets, Bonds, Wealth Management..., Financial Advisory, Banking, Financial Services, Loans, Asset Managment, Critical Illness, High Net Worth..., Relationship Management, Personal Financial..., Financial Planning, Alternative Investments
Education
Institut Quebecois des Planificateurs Financiers 1996 — 1997
Financial Planner, Financial Industry
McGill University 1994 — 1995
Management courses
Concordia University 1976 — 1978
Electric Engineering - Business Management
Dawson College 1976 — 1977
DEC, Pure & Applied Sciences
College de l'Annonciation 1970 — 1975
Math
Cours & Séminaires pour la formation continue (industrie des services financiers)
Financial Planner July 2011 - Present
Ex Candidate for CAQ Coalition Avenir Quebec April 2012 - July 2012
Caisse Populaire Desjardins de Notre-Dame-De-Grâce October 2010 - July 2011
Caisse Populaire de la Vallée de Saint-Sauveur 2010 - April 2011
Group CMA 2007 - 2009
GROUP CMA 2007 - 2009
Triglobal Capital Management 2004 - 2007
Dundee Securities 2002 - 2004
Groupe Montpetit 1995 - 2002
Parti libéral du Québec 1996 - 1999
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Risk Management, Mutual Funds, Insurance, Estate Planning, Retirement, Mortgage Lending, Finance, Wealth, Term Life Insurance, Fixed Annuities, Financial Analysis, Financial Planners, Pensions, Credit, Fixed Income, Investment Management, Financial Risk, Employee Benefits, Financial Modeling, Investment Strategies, Investment Advisory, Disability Insurance, Portfolio Management, Corporate Finance, Equities, Health Insurance, Securities, Life Insurance, Long-term Care, Asset Allocation, ETFs, Personal Finance, Financial Markets, Bonds, Wealth Management..., Financial Advisory, Banking, Financial Services, Loans, Asset Managment, Critical Illness, High Net Worth..., Relationship Management, Personal Financial..., Financial Planning, Alternative Investments
Education
Institut Quebecois des Planificateurs Financiers 1996 — 1997
Financial Planner, Financial Industry
McGill University 1994 — 1995
Management courses
Concordia University 1976 — 1978
Electric Engineering - Business Management
Dawson College 1976 — 1977
DEC, Pure & Applied Sciences
College de l'Annonciation 1970 — 1975
Math
Cours & Séminaires pour la formation continue (industrie des services financiers)
Amanda Marcar Amanda Marcar's Dundee Securities Experience May 2011 - August 2011
Job Student at Humber College
Industry Financial Services
Experience
Humber College August 2011 - Present
Dundee Securities May 2011 - August 2011
Dundee Securities Ltd May 2011 - August 2011
Goldman Sachs May 2009 - July 2010
Goldman Sachs Services Pvt. Ltd May 2009 - July 2010
Aura Financial Solutions April 2008 - May 2008
Education
Humber College 2010 — 2012
Post Graduate Diploma, Finance
2006: Mount Carmel College, Bangalore
Pre; Mathematics, Economics, Commerce and Accounting
Mount Carmel College, Bangalore
Bachelors of Commerce, International Marketing Post; Finance
St. Charles High School, BangaloreIndian
of, Education
Humber College August 2011 - Present
Dundee Securities May 2011 - August 2011
Dundee Securities Ltd May 2011 - August 2011
Goldman Sachs May 2009 - July 2010
Goldman Sachs Services Pvt. Ltd May 2009 - July 2010
Aura Financial Solutions April 2008 - May 2008
Education
Humber College 2010 — 2012
Post Graduate Diploma, Finance
2006: Mount Carmel College, Bangalore
Pre; Mathematics, Economics, Commerce and Accounting
Mount Carmel College, Bangalore
Bachelors of Commerce, International Marketing Post; Finance
St. Charles High School, BangaloreIndian
of, Education
Hadi Salah Hadi Salah's Dundee Securities Experience June 2007 - September 2007
Job Manager, Health Ecosystem Partnerships at MaRS Discovery District
Industry Hospital & Health Care
Experience
MaRS Discovery District April 2015 - Present
Hacking Health April 2012 - Present
MaRS Discovery District November 2011 - April 2015
MaRS Discovery District April 2011 - November 2011
MaRS Discovery District September 2010 - April 2011
Frost & Sullivan December 2007 - September 2010
Dundee Securities June 2007 - September 2007
The University Health Network Business Development Office March 2007 - August 2007
The Hospital For Sick Children January 2005 - August 2007
Skills
Proposal Writing, Emerging Technologies, Biotechnology, Research, Life Sciences, Report Writing, Presentation Development, Valuation, Research Project..., Project Coordination, Market Research, Strategy Development, Project Management, Start-ups, Strategy, Lifesciences, Government, Management Consulting, Entrepreneurship, Data Analysis, Competitive Intelligence
Education
University of Toronto 2005 — 2007
MSc, Life sciences
University of Ottawa 2000 — 2004
BSc, Biology and Biotechnology
Gloucester High 1996 — 2000
MaRS Discovery District April 2015 - Present
Hacking Health April 2012 - Present
MaRS Discovery District November 2011 - April 2015
MaRS Discovery District April 2011 - November 2011
MaRS Discovery District September 2010 - April 2011
Frost & Sullivan December 2007 - September 2010
Dundee Securities June 2007 - September 2007
The University Health Network Business Development Office March 2007 - August 2007
The Hospital For Sick Children January 2005 - August 2007
Skills
Proposal Writing, Emerging Technologies, Biotechnology, Research, Life Sciences, Report Writing, Presentation Development, Valuation, Research Project..., Project Coordination, Market Research, Strategy Development, Project Management, Start-ups, Strategy, Lifesciences, Government, Management Consulting, Entrepreneurship, Data Analysis, Competitive Intelligence
Education
University of Toronto 2005 — 2007
MSc, Life sciences
University of Ottawa 2000 — 2004
BSc, Biology and Biotechnology
Gloucester High 1996 — 2000
philippe gargour philippe gargour's Dundee Securities Experience 2001 - 2004
Job Business Development Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2013 - March 2015
ONE Financial April 2012 - May 2013
Global Maxfin Investments Inc December 2008 - April 2012
Sentry Investments 2005 - 2008
Dundee Securities 2001 - 2004
IPC Securities Corp 1999 - 2001
Education
HEC Montreal 1994 — 1997
BComm, Finance
College Jean-de-Brébeuf
College Notre-Dame
Notre-Dame de Sion
Franklin Templeton Investments July 2013 - March 2015
ONE Financial April 2012 - May 2013
Global Maxfin Investments Inc December 2008 - April 2012
Sentry Investments 2005 - 2008
Dundee Securities 2001 - 2004
IPC Securities Corp 1999 - 2001
Education
HEC Montreal 1994 — 1997
BComm, Finance
College Jean-de-Brébeuf
College Notre-Dame
Notre-Dame de Sion
Allison Ungvarsky Allison Ungvarsky's Dundee Securities Experience September 2007 - August 2011
Job Advisor Services Officer at DundeeWealth
Industry Financial Services
Experience
DundeeWealth Inc August 2011 - Present
Dundee Securities September 2007 - August 2011
Dundee Wealth April 2004 - September 2007
City of Toronto October 1999 - October 2000
Skills
Customer Service, Insurance, Investments, Mutual Funds, Office Management, Team Building
Education
Seneca College of Applied Arts and Technology 2002 — 2004
Law
Seneca College of Applied Arts and Technology
DundeeWealth Inc August 2011 - Present
Dundee Securities September 2007 - August 2011
Dundee Wealth April 2004 - September 2007
City of Toronto October 1999 - October 2000
Skills
Customer Service, Insurance, Investments, Mutual Funds, Office Management, Team Building
Education
Seneca College of Applied Arts and Technology 2002 — 2004
Law
Seneca College of Applied Arts and Technology
Tae Kohara's Dundee Securities Experience February 2010 - December 2010
Job Director of Sales and Special Projects at Andrew Richard Designs
Industry Furniture
Experience
Andrew Richard Designs May 2013 - Present
Self-Employed November 2012 - Present
TAXI 2 January 2011 - July 2012
Dundee Securities February 2010 - December 2010
Scotia Capital October 2008 - January 2010
GMP Securities October 2005 - October 2008
Skills
Marketing Communications, Capital Markets, Equity Capital Markets, Investments, Wealth Management, Account Management, Advertising, Equities, Social Media
Education
McGill University 2001 — 2005
BA, Art History, Humanistic Studies
Branksome Hall
Andrew Richard Designs May 2013 - Present
Self-Employed November 2012 - Present
TAXI 2 January 2011 - July 2012
Dundee Securities February 2010 - December 2010
Scotia Capital October 2008 - January 2010
GMP Securities October 2005 - October 2008
Skills
Marketing Communications, Capital Markets, Equity Capital Markets, Investments, Wealth Management, Account Management, Advertising, Equities, Social Media
Education
McGill University 2001 — 2005
BA, Art History, Humanistic Studies
Branksome Hall
Danielle Ewasiuk's Dundee Securities Experience January 2006 - July 2008
Job Manager, Strategic Initiatives at BMO
Industry Financial Services
Experience
BMO September 2012 - Present
The Leighston Group Inc. July 2009 - Present
BMO Financial Group August 2010 - August 2012
Ministry of Government Services April 2010 - August 2010
Monitor 24-7 Inc. August 2009 - March 2010
DundeeWealth Inc July 2008 - February 2009
Dundee Securities January 2006 - July 2008
Intelex Technologies Inc. June 2005 - January 2006
The Siroky Group Inc September 2002 - June 2005
Skills
Vendor Management, System Configuration, Change Management, Integration, Analysis, Project Management, IT Management, CRM, Business Intelligence, SDLC, Business Analysis, PMO, Requirements Gathering, Requirements Analysis, Management
Education
Seneca College of Applied Arts and Technology 2000 — 2002
Computer Programming & Analysis
University of Alberta
Economics
BMO September 2012 - Present
The Leighston Group Inc. July 2009 - Present
BMO Financial Group August 2010 - August 2012
Ministry of Government Services April 2010 - August 2010
Monitor 24-7 Inc. August 2009 - March 2010
DundeeWealth Inc July 2008 - February 2009
Dundee Securities January 2006 - July 2008
Intelex Technologies Inc. June 2005 - January 2006
The Siroky Group Inc September 2002 - June 2005
Skills
Vendor Management, System Configuration, Change Management, Integration, Analysis, Project Management, IT Management, CRM, Business Intelligence, SDLC, Business Analysis, PMO, Requirements Gathering, Requirements Analysis, Management
Education
Seneca College of Applied Arts and Technology 2000 — 2002
Computer Programming & Analysis
University of Alberta
Economics
David J. LeClaire David J. LeClaire's Dundee Securities Experience January 2007 - December 2007
Job Director/Audit Committee Chair at Chibougamou Independent Mines
Industry Financial Services
Experience
Oberon Capital Corporation August 2009 - Present
Chibougamou Independent Mines October 2012 - Present
Dundee Securities January 2007 - December 2007
HSBC March 2003 - August 2006
RBC Capital Markets April 1997 - February 2003
Canadian Forces 1985 - 1994
Skills
Derivatives &..., Structured Finance, Program Management, Structured Products, Finance, Strategic Planning
Education
University of Ottawa 1994 — 1996
MBA, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1981 — 1985
B Eng, Chemical Engineering
Oberon Capital Corporation August 2009 - Present
Chibougamou Independent Mines October 2012 - Present
Dundee Securities January 2007 - December 2007
HSBC March 2003 - August 2006
RBC Capital Markets April 1997 - February 2003
Canadian Forces 1985 - 1994
Skills
Derivatives &..., Structured Finance, Program Management, Structured Products, Finance, Strategic Planning
Education
University of Ottawa 1994 — 1996
MBA, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1981 — 1985
B Eng, Chemical Engineering
Kevin Kirkwood Kevin Kirkwood's Dundee Securities Experience June 2004 - February 2005
Job Chief Investment Officer at Alitis Investment Counsel
Industry Investment Management
Experience
Alitis Investment Counsel September 2009 - Present
Alitis Investment Counsel September 2009 - Present
Global Portfolio Review Inc. May 2005 - Present
Dundee Securities June 2004 - February 2005
Cartier Partners Securities Inc. October 2002 - June 2004
Cartier Partners Portfolio Management November 2001 - June 2004
Great Pacific Management Co. Ltd. October 1996 - November 2001
Skills
Portfolio Management, Due Diligence, Programming, Investments, Financial Modeling, Asset Management, Valuation, Asset Allocation, Business Planning, Financial Analysis, Risk Management, Hedge Funds, Alternative Investments, Financial Advisory, Retirement Planning, Estate Planning, Trading, Investment Banking, Investment Advisory, Financial Markets, Financial Services, Structured Products, Corporate Finance, Investor Relations, Asset Managment, Performance Measurement, Risk Analytics
Education
McMaster University 1990 — 1992
MBA
The University of British Columbia 1984 — 1990
BA
Alitis Investment Counsel September 2009 - Present
Alitis Investment Counsel September 2009 - Present
Global Portfolio Review Inc. May 2005 - Present
Dundee Securities June 2004 - February 2005
Cartier Partners Securities Inc. October 2002 - June 2004
Cartier Partners Portfolio Management November 2001 - June 2004
Great Pacific Management Co. Ltd. October 1996 - November 2001
Skills
Portfolio Management, Due Diligence, Programming, Investments, Financial Modeling, Asset Management, Valuation, Asset Allocation, Business Planning, Financial Analysis, Risk Management, Hedge Funds, Alternative Investments, Financial Advisory, Retirement Planning, Estate Planning, Trading, Investment Banking, Investment Advisory, Financial Markets, Financial Services, Structured Products, Corporate Finance, Investor Relations, Asset Managment, Performance Measurement, Risk Analytics
Education
McMaster University 1990 — 1992
MBA
The University of British Columbia 1984 — 1990
BA
Scott Sandler Scott Sandler's Dundee Securities Experience November 2002 - August 2015
Job Portfolio Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities August 2015 - Present
Dundee Securities November 2002 - August 2015
Skills
Portfolio Management, Wealth Management, Equities, Investments, Capital Markets, Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income, Master Scuba Diver
Education
McGill University 1994 — 1998
BA, English Language and Literature/Letters
RBC Dominion Securities August 2015 - Present
Dundee Securities November 2002 - August 2015
Skills
Portfolio Management, Wealth Management, Equities, Investments, Capital Markets, Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income, Master Scuba Diver
Education
McGill University 1994 — 1998
BA, English Language and Literature/Letters
Robb Ainley's Dundee Securities Experience April 2013 - June 2014
Job Freelance Writer/Blogger at Storyline Media Group
Industry Writing and Editing
Experience
Storyline Media Group July 2014 - Present
SLG Photography July 2014 - Present
My Three Angels Pictures Inc. August 2014 - Present
Canaccord Genuity Inc. June 2014 - August 2015
Dundee Securities April 2013 - June 2014
CIBC World Markets July 2012 - April 2013
Various January 1988 - December 2007
Skills
Relationship Management, Creative Writing, Proposal Writing, Personal Coaching, Fine Art Photography, Landscape Photography, Grant Writing, Portrait Photography, Report Writing, Customer/Client Services, Research/Investigation, Analysis, Project Management, Business Relationship..., Information/Documentatio..., Business Management..., Risk Management, Training, Fundraising, Financial Services, Financial Modeling, Financial Risk, Capital Markets, Securities, Budgets, Customer Service, Strategic Planning, Leadership, Business Planning, Social Networking, Strategy, Cigars/Pipes, Management, Finance, Portfolio Management, Equities, Investments, Banking, Poetry, Sales, Marketing, Marketing Strategy, Social Media Marketing
Education
George Brown College 1997 — 1998
Associate's degree, Business Administration and Management, General
George Brown College 1997 — 1997
Associate's Degree, Business Management/Management Studies
Various Education Information
Storyline Media Group July 2014 - Present
SLG Photography July 2014 - Present
My Three Angels Pictures Inc. August 2014 - Present
Canaccord Genuity Inc. June 2014 - August 2015
Dundee Securities April 2013 - June 2014
CIBC World Markets July 2012 - April 2013
Various January 1988 - December 2007
Skills
Relationship Management, Creative Writing, Proposal Writing, Personal Coaching, Fine Art Photography, Landscape Photography, Grant Writing, Portrait Photography, Report Writing, Customer/Client Services, Research/Investigation, Analysis, Project Management, Business Relationship..., Information/Documentatio..., Business Management..., Risk Management, Training, Fundraising, Financial Services, Financial Modeling, Financial Risk, Capital Markets, Securities, Budgets, Customer Service, Strategic Planning, Leadership, Business Planning, Social Networking, Strategy, Cigars/Pipes, Management, Finance, Portfolio Management, Equities, Investments, Banking, Poetry, Sales, Marketing, Marketing Strategy, Social Media Marketing
Education
George Brown College 1997 — 1998
Associate's degree, Business Administration and Management, General
George Brown College 1997 — 1997
Associate's Degree, Business Management/Management Studies
Various Education Information
Alicia Perrotta Alicia Perrotta's Dundee Securities Experience 2004 - 2007
Job Account Director at Mode Media Corporation (formerly Glam Media)
Industry Marketing and Advertising
Experience
Mode Media Corporation (formerly Glam Media) July 2015 - Present
TC Media 2013 - June 2015
TC Media 2012 - 2013
TC Media 2008 - 2012
Bump Creative Partners Inc. 2007 - 2008
Dundee Securities 2004 - 2007
Skills
Account Management, Brand Development, Digital Marketing, Digital Media, Digital Strategy, Integrated Marketing, Management, Marketing Communications, Marketing Strategy, Online Advertising, Sales, Social Media, Social Media Marketing
Education
McMaster University 2003 — 2007
Mode Media Corporation (formerly Glam Media) July 2015 - Present
TC Media 2013 - June 2015
TC Media 2012 - 2013
TC Media 2008 - 2012
Bump Creative Partners Inc. 2007 - 2008
Dundee Securities 2004 - 2007
Skills
Account Management, Brand Development, Digital Marketing, Digital Media, Digital Strategy, Integrated Marketing, Management, Marketing Communications, Marketing Strategy, Online Advertising, Sales, Social Media, Social Media Marketing
Education
McMaster University 2003 — 2007
Monique Sami, CA Monique Sami, CA's Dundee Securities Experience May 2007 - August 2007
Job Manager at Deloitte LLP
Industry Accounting
Experience
Deloitte Canada September 2014 - Present
Deloitte Canada September 2009 - August 2014
Warren Viegas & Associates Tax Consultants July 2008 - August 2008
Dundee Securities May 2007 - August 2007
Warren Viegas & Associates Tax Consultants April 2006 - August 2006
Education
Queen's University 2005 — 2009
Commerce, Accounting
Universite Catholique de Louvain 2008 — 2008
Exchange Experience, Business
Deloitte Canada September 2014 - Present
Deloitte Canada September 2009 - August 2014
Warren Viegas & Associates Tax Consultants July 2008 - August 2008
Dundee Securities May 2007 - August 2007
Warren Viegas & Associates Tax Consultants April 2006 - August 2006
Education
Queen's University 2005 — 2009
Commerce, Accounting
Universite Catholique de Louvain 2008 — 2008
Exchange Experience, Business
Howard Swartz's Dundee Securities Experience 2007 - 2008
Job
Industry Facilities Services
Experience
The Home Depot Canada July 2014 - Present
Carbon Savings December 2010 - March 2015
Canada Green ESCO May 2010 - August 2010
The Tea Room July 2009 - April 2010
Social Capital Partners May 2009 - August 2009
Students Offering Support July 2008 - August 2009
Dundee Securities 2007 - 2008
Skills
Sustainability, Entrepreneurship, Data Analysis, Business Strategy, Research
Education
Queen's University 2010 — 2013
Master's in Engineering, Civil Engineering with Specialty in Applied Sustainability
Queen's University 2005 — 2010
Bachelor of Engineering and Applied Science, Mechanical Engineering
The Home Depot Canada July 2014 - Present
Carbon Savings December 2010 - March 2015
Canada Green ESCO May 2010 - August 2010
The Tea Room July 2009 - April 2010
Social Capital Partners May 2009 - August 2009
Students Offering Support July 2008 - August 2009
Dundee Securities 2007 - 2008
Skills
Sustainability, Entrepreneurship, Data Analysis, Business Strategy, Research
Education
Queen's University 2010 — 2013
Master's in Engineering, Civil Engineering with Specialty in Applied Sustainability
Queen's University 2005 — 2010
Bachelor of Engineering and Applied Science, Mechanical Engineering
William Kwan William Kwan's Dundee Securities Experience November 2006 - November 2010
Job Financial Advisor
Industry Financial Services
Experience
CIBC August 2015 - Present
CIBC Wealth Management November 2012 - Present
Gluskin Sheff + Associates May 2011 - September 2011
Scotiabank November 2010 - May 2011
Dundee Securities November 2006 - November 2010
University of Toronto August 2005 - May 2006
Gowling Lafleur Henderson LLP June 2005 - September 2005
University of Toronto July 2004 - December 2004
University of Toronto May 2004 - December 2004
Skills
Asset Management, Investments, Capital Markets, Mutual Funds, Financial Modeling, Wealth Management, Portfolio Management, Fixed Income, Securities, Equities
Education
Ryerson University 2002 — 2006
B. Comm, Finance and Marketing
CIBC August 2015 - Present
CIBC Wealth Management November 2012 - Present
Gluskin Sheff + Associates May 2011 - September 2011
Scotiabank November 2010 - May 2011
Dundee Securities November 2006 - November 2010
University of Toronto August 2005 - May 2006
Gowling Lafleur Henderson LLP June 2005 - September 2005
University of Toronto July 2004 - December 2004
University of Toronto May 2004 - December 2004
Skills
Asset Management, Investments, Capital Markets, Mutual Funds, Financial Modeling, Wealth Management, Portfolio Management, Fixed Income, Securities, Equities
Education
Ryerson University 2002 — 2006
B. Comm, Finance and Marketing
Nancy Grsic Nancy Grsic's Dundee Securities Experience 2001 - 2002
Job "Provider of Concierge Executive Administrative & Accounting Services"
Industry Executive Office
Experience
Adminepreneur Mobile Office Services January 2004 - Present
Various Condominium Corporations January 2004 - Present
IMAX 2006 - 2008
Zenon Environmental 2002 - 2003
Dundee Securities 2001 - 2002
Ten Star Group of Companies 1993 - 2000
Skills
Administration, General Office Duties, Office Equipment, Dictaphone, Timeslips, Travel Logistics, Budget Reconciliation, Invoice Processing, Forms Processing, Administrative Support, Typing, Conference Coordination, Database Administration, Spreadsheets, Calendaring, Minutes, Annual Reports, Technical Reports, Creative Problem Solving, Developing Budgets, Entrepreneurial..., Board Presentations, Entrepreneurship, Competitive Advantage, Email Management, Appointment Scheduling, Deadline Oriented, Individual Taxation, Administrative..., Office Management, System Administration, Logistics, Recruiting, Budgets, Management, Employee Benefits, Office Administration, Marketing, Customer Service, Forecasting, Start-ups, Project Management, PowerPoint, Process Scheduler, Accounting, Microsoft Excel, Problem Solving, Administrative...
Education
Microsoft 2010 — 2012
MOS Master / Microsoft Office Specialist
Business Skills College 2009 — 2010
Office Administration Professional Diploma
Mohawk College 1993 — 2009
Ward Clerk Certificate, Applied Accounting Bookkeeping Certificate and Business-Insurance Diploma
Humber College
Special courses taken were:
Adminepreneur Mobile Office Services January 2004 - Present
Various Condominium Corporations January 2004 - Present
IMAX 2006 - 2008
Zenon Environmental 2002 - 2003
Dundee Securities 2001 - 2002
Ten Star Group of Companies 1993 - 2000
Skills
Administration, General Office Duties, Office Equipment, Dictaphone, Timeslips, Travel Logistics, Budget Reconciliation, Invoice Processing, Forms Processing, Administrative Support, Typing, Conference Coordination, Database Administration, Spreadsheets, Calendaring, Minutes, Annual Reports, Technical Reports, Creative Problem Solving, Developing Budgets, Entrepreneurial..., Board Presentations, Entrepreneurship, Competitive Advantage, Email Management, Appointment Scheduling, Deadline Oriented, Individual Taxation, Administrative..., Office Management, System Administration, Logistics, Recruiting, Budgets, Management, Employee Benefits, Office Administration, Marketing, Customer Service, Forecasting, Start-ups, Project Management, PowerPoint, Process Scheduler, Accounting, Microsoft Excel, Problem Solving, Administrative...
Education
Microsoft 2010 — 2012
MOS Master / Microsoft Office Specialist
Business Skills College 2009 — 2010
Office Administration Professional Diploma
Mohawk College 1993 — 2009
Ward Clerk Certificate, Applied Accounting Bookkeeping Certificate and Business-Insurance Diploma
Humber College
Special courses taken were:
Sandra McLean's Dundee Securities Experience 2005 - 2007
Job Chemtrade Logistics Inc. Payroll Administrator
Industry Chemicals
Experience
Chemtrade September 2014 - Present
The Merrithew Heath & Fitness Group June 2011 - August 2014
ADP November 2009 - July 2011
Gallus Entertainment Inc. June 2008 - January 2011
ADP 2007 - 2008
Dundee Securities 2005 - 2007
UUNET 2000 - 2005
MCI Canada/ Verizon Business 2000 - 2005
WorldCom 2000 - 2005
MCI Canada/uuNET 2000 - 2005
Skills
Payroll, Employee Benefits, Human Resources, ADP Payroll, Employee Relations, Recruiting, Training, Management, HRIS, Accounts Receivable, Customer Service, Interviews, Accounting, Time Management, New Hire Orientations, Account Reconciliation, Finance, Talent Acquisition, Sales, Account Management, Salesforce.com, Performance Management, Teamwork, Bank Reconciliation, Payroll Taxes, Process Improvement, Negotiation, HR Policies, SAP, ADP ezLaborManager, ADP E-Time
Education
George Brown College 2007 — 2010
CPA
Chemtrade September 2014 - Present
The Merrithew Heath & Fitness Group June 2011 - August 2014
ADP November 2009 - July 2011
Gallus Entertainment Inc. June 2008 - January 2011
ADP 2007 - 2008
Dundee Securities 2005 - 2007
UUNET 2000 - 2005
MCI Canada/ Verizon Business 2000 - 2005
WorldCom 2000 - 2005
MCI Canada/uuNET 2000 - 2005
Skills
Payroll, Employee Benefits, Human Resources, ADP Payroll, Employee Relations, Recruiting, Training, Management, HRIS, Accounts Receivable, Customer Service, Interviews, Accounting, Time Management, New Hire Orientations, Account Reconciliation, Finance, Talent Acquisition, Sales, Account Management, Salesforce.com, Performance Management, Teamwork, Bank Reconciliation, Payroll Taxes, Process Improvement, Negotiation, HR Policies, SAP, ADP ezLaborManager, ADP E-Time
Education
George Brown College 2007 — 2010
CPA
Jeremy Haber Jeremy Haber's Dundee Securities Experience May 2007 - June 2007
Job Electronic Trading Product Development at Fidelity Capital Markets
Industry Capital Markets
Experience
Fidelity Capital Markets April 2013 - Present
Fidelity Investments July 2010 - April 2013
Scotia Capital June 2009 - August 2009
Perimeter Financial May 2008 - August 2008
Dundee Securities May 2007 - June 2007
Education
Tuck School of Business at Dartmouth 2010 — 2010
Bridge Program
Tufts University 2006 — 2010
Bachelor of Science Magna Cum Laude, Quantitative Economics and Entrepreneurial Leadership
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Fidelity Capital Markets April 2013 - Present
Fidelity Investments July 2010 - April 2013
Scotia Capital June 2009 - August 2009
Perimeter Financial May 2008 - August 2008
Dundee Securities May 2007 - June 2007
Education
Tuck School of Business at Dartmouth 2010 — 2010
Bridge Program
Tufts University 2006 — 2010
Bachelor of Science Magna Cum Laude, Quantitative Economics and Entrepreneurial Leadership
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
James D. Loo, B.Comm, CFP's Dundee Securities Experience January 1998 - January 2005
Job Certified Financial Planner
Industry Financial Services
Experience
Keybase Financial Group January 2005 - Present
Dundee Securities January 1998 - January 2005
Skills
Finance, Management, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investment Advisory, Investments, Estate Planning, Financial Planners, Portfolio Management, Critical Illness
Education
Ryerson University 1998 — 2002
B.Comm
Keybase Financial Group January 2005 - Present
Dundee Securities January 1998 - January 2005
Skills
Finance, Management, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investment Advisory, Investments, Estate Planning, Financial Planners, Portfolio Management, Critical Illness
Education
Ryerson University 1998 — 2002
B.Comm
Jason Dubbeldam Jason Dubbeldam's Dundee Securities Experience April 2005 - June 2011
Job Client Liaison Executive at CastleMoore Inc.
Industry Financial Services
Experience
CastleMoore Inc. June 2011 - Present
Dundee Securities April 2005 - June 2011
Oakville Family YMCA 2004 - 2005
Skills
Strategic Financial..., Portfolio Management, Asset Allocation, Investments, Equities, Mutual Funds, Corporate Finance, Analysis, Estate Planning, Valuation, Leadership, Bloomberg, Securities, Finance, Hedge Funds, Investment Strategies, Financial Modeling, Public Speaking, Capital Markets, Financial Analysis, Risk Management, Options, Financial Markets
Education
Sheridan College 2007 — 2008
Financial Planning, Finance
Sheridan College 2004 — 2007
Business Finance, Finance
University of Toronto Mississauga 2002 — 2004
BComm, Commerce
CastleMoore Inc. June 2011 - Present
Dundee Securities April 2005 - June 2011
Oakville Family YMCA 2004 - 2005
Skills
Strategic Financial..., Portfolio Management, Asset Allocation, Investments, Equities, Mutual Funds, Corporate Finance, Analysis, Estate Planning, Valuation, Leadership, Bloomberg, Securities, Finance, Hedge Funds, Investment Strategies, Financial Modeling, Public Speaking, Capital Markets, Financial Analysis, Risk Management, Options, Financial Markets
Education
Sheridan College 2007 — 2008
Financial Planning, Finance
Sheridan College 2004 — 2007
Business Finance, Finance
University of Toronto Mississauga 2002 — 2004
BComm, Commerce
Sherif Farid Sherif Farid's Dundee Securities Experience May 1997 - July 2003
Job Senior Marketing Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments November 2010 - August 2012
Invesco Trimark January 2005 - August 2010
Levesque and Bettencourt, Financial Advisors June 2004 - January 2005
Dundee Securities May 1997 - July 2003
Skills
Relationship Management, Project Management, Mutual Funds, Investments, Management, Financial Services, Marketing, Wealth Management, Portfolio Management, Cross-functional Team..., Creative Direction, Negotiation, Strategic Financial..., Sales, Strategic Planning, Training, Investment Strategies, Strategy, Financial Planning
Education
Seneca College of Applied Arts and Technology 1993 — 1995
Finance, General
Seneca College of Applied Arts and Technology
Business and Economics
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments November 2010 - August 2012
Invesco Trimark January 2005 - August 2010
Levesque and Bettencourt, Financial Advisors June 2004 - January 2005
Dundee Securities May 1997 - July 2003
Skills
Relationship Management, Project Management, Mutual Funds, Investments, Management, Financial Services, Marketing, Wealth Management, Portfolio Management, Cross-functional Team..., Creative Direction, Negotiation, Strategic Financial..., Sales, Strategic Planning, Training, Investment Strategies, Strategy, Financial Planning
Education
Seneca College of Applied Arts and Technology 1993 — 1995
Finance, General
Seneca College of Applied Arts and Technology
Business and Economics
Alexandre Drouin Alexandre Drouin's Dundee Securities Experience May 2003 - February 2005
Job Director, Real Estate Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2009 - February 2012
Morgan Stanley & Co. March 2007 - February 2009
RBC Capital Markets March 2005 - April 2007
Dundee Securities May 2003 - February 2005
Education
McGill University 1999 — 2003
BComm, Finance
BMO Capital Markets March 2009 - February 2012
Morgan Stanley & Co. March 2007 - February 2009
RBC Capital Markets March 2005 - April 2007
Dundee Securities May 2003 - February 2005
Education
McGill University 1999 — 2003
BComm, Finance
Geoffrey Seymour's Dundee Securities Experience April 2005 - August 2007
Job management consultant
Industry Nonprofit Organization Management
Experience
not-for-profit foundations and charities April 2007 - Present
Centre for Addiction and Mental Health June 2008 - November 2008
CAMH Foundation August 2007 - November 2008
Dundee Securities April 2005 - August 2007
Dynamic Mutual Funds January 2005 - April 2005
Sunnybrook and Women's College Health Sciences Centre November 2002 - March 2004
Women's College Hospital Foundation August 1996 - November 2002
University of Toronto July 1995 - August 1996
University of Toronto Foundation July 1995 - August 1996
Scotiabank June 1983 - November 1994
Skills
Governance, Corporate Governance, Investments, Compliance, Risk Management, Strategic Planning, Change Management, Human Resources, Management Consulting, Managerial Finance, Internal Controls, Strategy, Policy
Education
Society of Management Accountants of Ontario 1987 — 1993
CPA, CMA, management accounting
Institute of Canadian Bankers 1983 — 1993
FICB, banking and financial institutions
Dalhousie University 1979 — 1983
LL.B. / M.B.A., Law, International Finance
Wilfrid Laurier University 1970 — 1975
B.A., Business Administation
not-for-profit foundations and charities April 2007 - Present
Centre for Addiction and Mental Health June 2008 - November 2008
CAMH Foundation August 2007 - November 2008
Dundee Securities April 2005 - August 2007
Dynamic Mutual Funds January 2005 - April 2005
Sunnybrook and Women's College Health Sciences Centre November 2002 - March 2004
Women's College Hospital Foundation August 1996 - November 2002
University of Toronto July 1995 - August 1996
University of Toronto Foundation July 1995 - August 1996
Scotiabank June 1983 - November 1994
Skills
Governance, Corporate Governance, Investments, Compliance, Risk Management, Strategic Planning, Change Management, Human Resources, Management Consulting, Managerial Finance, Internal Controls, Strategy, Policy
Education
Society of Management Accountants of Ontario 1987 — 1993
CPA, CMA, management accounting
Institute of Canadian Bankers 1983 — 1993
FICB, banking and financial institutions
Dalhousie University 1979 — 1983
LL.B. / M.B.A., Law, International Finance
Wilfrid Laurier University 1970 — 1975
B.A., Business Administation
Jonathan Amar, CFA, M.Sc.'s Dundee Securities Experience June 2006 - September 2006
Job Canadian Debt Syndication at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch February 2015 - Present
RBC Capital Markets January 2013 - January 2015
RBC Capital Markets June 2007 - January 2013
Dundee Securities June 2006 - September 2006
Skills
Money Market, Derivatives, Bonds, Swaps, Trading, Fixed Income, Capital Markets, Investment Banking, Options, Bloomberg, Financial Markets, FX Options, Financial Risk, Interest Rate..., Equities
Education
HEC Montréal 2004 — 2007
Masters (Honours), Applied Financial Economics
HEC Montréal 1998 — 2001
Bachelor's in Business Administration, Finance
CFA Institute
CFA Charterholder
Bank of America Merrill Lynch February 2015 - Present
RBC Capital Markets January 2013 - January 2015
RBC Capital Markets June 2007 - January 2013
Dundee Securities June 2006 - September 2006
Skills
Money Market, Derivatives, Bonds, Swaps, Trading, Fixed Income, Capital Markets, Investment Banking, Options, Bloomberg, Financial Markets, FX Options, Financial Risk, Interest Rate..., Equities
Education
HEC Montréal 2004 — 2007
Masters (Honours), Applied Financial Economics
HEC Montréal 1998 — 2001
Bachelor's in Business Administration, Finance
CFA Institute
CFA Charterholder
Mike Dobbin's Dundee Securities Experience February 2006 - September 2008
Job Managing Director, Operations Mandeville
Industry Financial Services
Experience
Portland Wealth Management September 2012 - Present
Mandeville Private Client/Mandeville Wealth Services September 2012 - Present
Dynamic Mutual Funds September 2008 - September 2012
Dundee Securities February 2006 - September 2008
Dundee Wealth Management February 2006 - September 2008
Berkshire Investment Group October 1997 - March 2006
AIC Limited 1997 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Securities, Asset Management, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Financial Services, Capital Markets, Fixed Income, Strategic Financial..., Hedge Funds
Education
University of Guelph 1988 — 1992
Portland Wealth Management September 2012 - Present
Mandeville Private Client/Mandeville Wealth Services September 2012 - Present
Dynamic Mutual Funds September 2008 - September 2012
Dundee Securities February 2006 - September 2008
Dundee Wealth Management February 2006 - September 2008
Berkshire Investment Group October 1997 - March 2006
AIC Limited 1997 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Securities, Asset Management, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Financial Services, Capital Markets, Fixed Income, Strategic Financial..., Hedge Funds
Education
University of Guelph 1988 — 1992
Balbir Heer's Dundee Securities Experience 2004 - 2004
Job Mortgage Development Manager at Vancity
Industry Financial Services
Experience
Vancity March 2010 - Present
MFDA 2006 - April 2010
Children's Education Funds Inc. 2005 - 2006
Dundee Securities 2004 - 2004
Great Pacific Management 2001 - 2004
Vancity 1997 - 1999
Envision Financial 1991 - 1997
Skills
Securities, Mortgage Lending, Banking, Mutual Funds, Investments, Financial Analysis, Securities Regulation, Credit, Loans, Refinance, Risk Management, Wealth Management, Residential Mortgages, Finance, Retail Banking, Financial Services, Credit Analysis, Financial Planning, Lines Of Credit, Consumer Lending, Operations Management, Trade Compliance, Employee Management, Compliance Management, Team Leadership, Stock Market, Stock Trading, Limited Partnerships, Construction Management, Construction Finance
Education
Canadian Securities Institute 1999 — 2003
Partners, Directors & Senior Officers Course
Canadian Securities Institute 1999 — 2003
Canadian Securities Course, CPH, PDO, BM
Canadian Securities Institute 1999 — 2003
Conducts & Practices Course
Canadian Securities Institute 1999 — 2003
Branch Managers Course
University of the Fraser Valley 1998 — 2003
BBA, Business/Commerce, General
British Columbia Institute of Technology 1997 — 1999
Associates Certificate in Financial Planning, Financial Planning
Vancity March 2010 - Present
MFDA 2006 - April 2010
Children's Education Funds Inc. 2005 - 2006
Dundee Securities 2004 - 2004
Great Pacific Management 2001 - 2004
Vancity 1997 - 1999
Envision Financial 1991 - 1997
Skills
Securities, Mortgage Lending, Banking, Mutual Funds, Investments, Financial Analysis, Securities Regulation, Credit, Loans, Refinance, Risk Management, Wealth Management, Residential Mortgages, Finance, Retail Banking, Financial Services, Credit Analysis, Financial Planning, Lines Of Credit, Consumer Lending, Operations Management, Trade Compliance, Employee Management, Compliance Management, Team Leadership, Stock Market, Stock Trading, Limited Partnerships, Construction Management, Construction Finance
Education
Canadian Securities Institute 1999 — 2003
Partners, Directors & Senior Officers Course
Canadian Securities Institute 1999 — 2003
Canadian Securities Course, CPH, PDO, BM
Canadian Securities Institute 1999 — 2003
Conducts & Practices Course
Canadian Securities Institute 1999 — 2003
Branch Managers Course
University of the Fraser Valley 1998 — 2003
BBA, Business/Commerce, General
British Columbia Institute of Technology 1997 — 1999
Associates Certificate in Financial Planning, Financial Planning
Joon-Gi Cho's Dundee Securities Experience April 2009 - December 2010
Job Senior Vice President, Institutional Sales at Global Maxfin Capital Inc.
Industry Capital Markets
Experience
Global Maxfin Capital Inc. May 2015 - June 2015
Mackie Research Capital / NCP Northland Capital Partners May 2012 - September 2013
Laurentian Bank Securities December 2011 - May 2012
Dundee Securities April 2009 - December 2010
BMO Capital Markets November 2008 - April 2009
Industrial Alliance Securities January 2007 - July 2008
Bimcor January 2001 - July 2006
Bimcor January 1997 - January 2001
Skills
Equities, Bloomberg, Equity Valuation, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Securities, Asset Management, Institutional, Equity Sales, Financial Markets
Education
Concordia University
MBA, Finance
McGill University
B.Comm, Finance and Computer Systems
Global Maxfin Capital Inc. May 2015 - June 2015
Mackie Research Capital / NCP Northland Capital Partners May 2012 - September 2013
Laurentian Bank Securities December 2011 - May 2012
Dundee Securities April 2009 - December 2010
BMO Capital Markets November 2008 - April 2009
Industrial Alliance Securities January 2007 - July 2008
Bimcor January 2001 - July 2006
Bimcor January 1997 - January 2001
Skills
Equities, Bloomberg, Equity Valuation, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Securities, Asset Management, Institutional, Equity Sales, Financial Markets
Education
Concordia University
MBA, Finance
McGill University
B.Comm, Finance and Computer Systems
Ken Zhou's Dundee Securities Experience October 2005 - October 2008
Job Network Engineer at Scotiabank
Industry Information Technology and Services
Experience
Scotiabank July 2012 - Present
Borden Ladner Gervais LLP October 2008 - July 2012
Dundee Securities October 2005 - October 2008
Technical Support Engineer October 2002 - September 2005
Maple Leaf College September 2001 - May 2002
China Telecom May 1998 - June 2001
China Telecom July 1996 - April 1998
Skills
Cisco Technologies, Firewalls, TCP/IP, WAN, OSPF, BGP, Network Security, EIGRP, MPLS, VoIP, CCNA, IP, CCNP, Networking, VMware ESX, VPN, Telecommunications, RIP, Troubleshooting
Education
Nanjing University of Posts and Telecommunications 1992 — 1996
•Bachelor of Science
Scotiabank July 2012 - Present
Borden Ladner Gervais LLP October 2008 - July 2012
Dundee Securities October 2005 - October 2008
Technical Support Engineer October 2002 - September 2005
Maple Leaf College September 2001 - May 2002
China Telecom May 1998 - June 2001
China Telecom July 1996 - April 1998
Skills
Cisco Technologies, Firewalls, TCP/IP, WAN, OSPF, BGP, Network Security, EIGRP, MPLS, VoIP, CCNA, IP, CCNP, Networking, VMware ESX, VPN, Telecommunications, RIP, Troubleshooting
Education
Nanjing University of Posts and Telecommunications 1992 — 1996
•Bachelor of Science
Darren Su's Dundee Securities Experience
Job IT at Dundee Securities
Industry Financial Services
Experience
Dundee Securities
Skills
IT Strategy, Requirements Analysis, System Administration, Change Management, IT Management, Vendor Management, Business Analysis, ITIL, Banking, Project Management, SDLC, Requirements Gathering
Education
Shanghai Jiao Tong University
Dundee Securities
Skills
IT Strategy, Requirements Analysis, System Administration, Change Management, IT Management, Vendor Management, Business Analysis, ITIL, Banking, Project Management, SDLC, Requirements Gathering
Education
Shanghai Jiao Tong University
Ron Wagnell's Dundee Securities Experience Business AnalystIBM2004 - 2006
Job System /Business Analyst at Dundee Securities
Industry Financial Services
Experience
Dundee Securities Business AnalystIBM2004 - 2006
Merrill Lynch 2002 - 2006
Midland Walwyn 1999 - 2001
Education
Dawson College 1971 — 1973
Dundee Securities Business AnalystIBM2004 - 2006
Merrill Lynch 2002 - 2006
Midland Walwyn 1999 - 2001
Education
Dawson College 1971 — 1973
Matt Minken's Dundee Securities Experience August 2006 - November 2007
Job Continuous Improvement Consultant at Industrial Alliance
Industry Financial Services
Experience
Industrial Alliance May 2015 - Present
IA Clarington November 2007 - April 2015
Dundee Securities August 2006 - November 2007
Dundee Securities April 2004 - August 2006
Unisen 2002 - 2004
Skills
Mutual Funds, Back Office, Reconciliation, Reporting & Analysis, Compliance, Feedback, Administration, Account Reconciliation, Analysis, Asset Management, Equities, Financial Services, Investments, Portfolio Management, Risk Management, Relationship Management, Securities, Strategic Financial..., System Administration, Wealth Management
Education
Robert Gordon University 1997 — 2001
BA Hons, Business Studies
Industrial Alliance May 2015 - Present
IA Clarington November 2007 - April 2015
Dundee Securities August 2006 - November 2007
Dundee Securities April 2004 - August 2006
Unisen 2002 - 2004
Skills
Mutual Funds, Back Office, Reconciliation, Reporting & Analysis, Compliance, Feedback, Administration, Account Reconciliation, Analysis, Asset Management, Equities, Financial Services, Investments, Portfolio Management, Risk Management, Relationship Management, Securities, Strategic Financial..., System Administration, Wealth Management
Education
Robert Gordon University 1997 — 2001
BA Hons, Business Studies
Najada Zeneli's Dundee Securities Experience March 2001 - January 2007
Job Senior Data Base Analyst at Dundee Wealth Management
Industry Financial Services
Experience
Dundee Wealth Management January 2007 - Present
Dundee Securities March 2001 - January 2007
INIMA 1986 - 1998
Skills
SDLC, Business Analysis, Analysis, Databases, Requirements Analysis, Financial Services, SQL, Investments, Mutual Funds, Requirements Gathering
Education
20 Tetori
Universiteti i Tiranës
Mathematic
Dundee Wealth Management January 2007 - Present
Dundee Securities March 2001 - January 2007
INIMA 1986 - 1998
Skills
SDLC, Business Analysis, Analysis, Databases, Requirements Analysis, Financial Services, SQL, Investments, Mutual Funds, Requirements Gathering
Education
20 Tetori
Universiteti i Tiranës
Mathematic
Byron Berry's Dundee Securities Experience 2006 - 2008
Job Managing Partner at Traverse Capital Partners
Industry Financial Services
Experience
Traverse Capital Partners August 2013 - Present
DVDT Partners September 2012 - Present
Agentia Capital Partners Ltd 2008 - 2012
Dundee Securities 2006 - 2008
Paradigm Capital 2004 - 2005
National Bank Financial 2002 - 2004
Thinksmith Corp. 2000 - 2002
Yorkton Securities 1995 - 2000
Scotia Capital 1993 - 1995
Dept. of Finance 1992 - 1993
Skills
Investment Banking, Quantitative Analytics, Fundamental Analysis, Capital Markets, Equity Research, Investments, Equities, Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Due Diligence, Venture Capital, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, IPO, Investment Strategies, Finance, Investment Management, Strategy, Corporate Development, Asset Management, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income, Banking, Financial Advisory, Private Placements, Securities, Investor Relations, Trading, Bloomberg, Mutual Funds, Business Valuation, Equity Valuation, Derivatives, Financial Markets, Options
Education
Carleton University 1989 — 1991
MA, Political Science (International Relations)
The University of British Columbia 1982 — 1988
BA, Political Science
Lord Byng
Lord Byng
Lord Byng
Lord Byng
University of Virginia
Chartered Financial Analyst
Traverse Capital Partners August 2013 - Present
DVDT Partners September 2012 - Present
Agentia Capital Partners Ltd 2008 - 2012
Dundee Securities 2006 - 2008
Paradigm Capital 2004 - 2005
National Bank Financial 2002 - 2004
Thinksmith Corp. 2000 - 2002
Yorkton Securities 1995 - 2000
Scotia Capital 1993 - 1995
Dept. of Finance 1992 - 1993
Skills
Investment Banking, Quantitative Analytics, Fundamental Analysis, Capital Markets, Equity Research, Investments, Equities, Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Due Diligence, Venture Capital, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, IPO, Investment Strategies, Finance, Investment Management, Strategy, Corporate Development, Asset Management, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income, Banking, Financial Advisory, Private Placements, Securities, Investor Relations, Trading, Bloomberg, Mutual Funds, Business Valuation, Equity Valuation, Derivatives, Financial Markets, Options
Education
Carleton University 1989 — 1991
MA, Political Science (International Relations)
The University of British Columbia 1982 — 1988
BA, Political Science
Lord Byng
Lord Byng
Lord Byng
Lord Byng
University of Virginia
Chartered Financial Analyst
Kar Sze To's Dundee Securities Experience July 2007 - September 2008
Job Business Systems Analyst at Bank of Montreal
Industry Information Technology and Services
Experience
Bank of Montreal March 2011 - Present
Scotiabank 2009 - March 2011
Dundee Securities July 2007 - September 2008
Dynamic Mutual Funds July 2002 - June 2007
Dynamic Mutual Funds March 2000 - June 2002
Bell Canada June 1997 - December 1999
Global Sources September 1989 - June 1996
Skills
SDLC
Education
The Hong Kong Polytechnic University 1976 — 1979
Higher Dipoloma, Accountancy
St Margaret's College
Bank of Montreal March 2011 - Present
Scotiabank 2009 - March 2011
Dundee Securities July 2007 - September 2008
Dynamic Mutual Funds July 2002 - June 2007
Dynamic Mutual Funds March 2000 - June 2002
Bell Canada June 1997 - December 1999
Global Sources September 1989 - June 1996
Skills
SDLC
Education
The Hong Kong Polytechnic University 1976 — 1979
Higher Dipoloma, Accountancy
St Margaret's College
Ron Wagnell's Dundee Securities Experience September 2004 - October 2008
Job Senior Business Analyst at Worldsource Financial Management
Industry Financial Services
Experience
Worldsource Financial Management June 2011 - Present
TD Waterhouse 2009 - 2011
Dundee Securities September 2004 - October 2008
Merrill Lynch 1997 - 2004
Skills
SQL, Brokerage, Securities, Equities, Wealth Management, Business Analysis, Compliance, Back Office, Fixed Income, Change Management, Mutual Funds, Portfolio Management, Bonds, Trading, Customer Service, Mergers, Investments, Process Improvement, Executive Management, Requirements Gathering, People Management, Financial Services, Management, Capital Markets, Risk Management, Finance, Business Requirements, Strategic Financial..., Banking
Education
Dawson College 1970 — 1971
Level 1 - Accounting, Accounting
Verdun High School 1966 — 1970
Dawson College
Accounting
Worldsource Financial Management June 2011 - Present
TD Waterhouse 2009 - 2011
Dundee Securities September 2004 - October 2008
Merrill Lynch 1997 - 2004
Skills
SQL, Brokerage, Securities, Equities, Wealth Management, Business Analysis, Compliance, Back Office, Fixed Income, Change Management, Mutual Funds, Portfolio Management, Bonds, Trading, Customer Service, Mergers, Investments, Process Improvement, Executive Management, Requirements Gathering, People Management, Financial Services, Management, Capital Markets, Risk Management, Finance, Business Requirements, Strategic Financial..., Banking
Education
Dawson College 1970 — 1971
Level 1 - Accounting, Accounting
Verdun High School 1966 — 1970
Dawson College
Accounting
Banu Peksen, BA's Dundee Securities Experience March 2008 - September 2010
Job BU Portfolio Administrator, Training and Support at Scotiabank
Industry Financial Services
Experience
Scotiabank August 2013 - Present
Scotiabank September 2012 - August 2013
DundeeWealth Investment Counsel September 2010 - September 2012
Toastmasters Internation, District 60 2010 - 2011
Dundee Securities March 2008 - September 2010
TD Securities August 2006 - August 2007
Citibank 2000 - 2006
Skills
Financial Analysis, Team Building, Investments, Banking, Wealth Management, Asset Management, Credit Analysis, Securities, Fixed Income, Portfolio Management, Bloomberg, Mutual Funds, Equities, Charles River IMS, Analysis, Financial Reporting, Financial Risk, Account Reconciliation, Accounting, Financial Services, Credit
Education
1995 — 1999
BA, Economics
Scotiabank August 2013 - Present
Scotiabank September 2012 - August 2013
DundeeWealth Investment Counsel September 2010 - September 2012
Toastmasters Internation, District 60 2010 - 2011
Dundee Securities March 2008 - September 2010
TD Securities August 2006 - August 2007
Citibank 2000 - 2006
Skills
Financial Analysis, Team Building, Investments, Banking, Wealth Management, Asset Management, Credit Analysis, Securities, Fixed Income, Portfolio Management, Bloomberg, Mutual Funds, Equities, Charles River IMS, Analysis, Financial Reporting, Financial Risk, Account Reconciliation, Accounting, Financial Services, Credit
Education
1995 — 1999
BA, Economics
Martin Juravsky's Dundee Securities Experience 2007 - 2009
Job Senior Vice President Corporate Development and Strategy
Industry Paper & Forest Products
Experience
Interfor 2012 - Present
Macquarie Capital Markets Canada Ltd. 2009 - 2011
Dundee Securities 2007 - 2009
National Bank Financial 2002 - 2007
Citi 1992 - 2001
Skills
Private Equity, Corporate Finance, Mergers, Investment Banking, Business Strategy
Education
Institute of Chartered Accountants in Canada
Chartered Accountant
The University of Western Ontario - Richard Ivey School of Business
MBA
University of Manitoba
B. Commerce, Accounting
Interfor 2012 - Present
Macquarie Capital Markets Canada Ltd. 2009 - 2011
Dundee Securities 2007 - 2009
National Bank Financial 2002 - 2007
Citi 1992 - 2001
Skills
Private Equity, Corporate Finance, Mergers, Investment Banking, Business Strategy
Education
Institute of Chartered Accountants in Canada
Chartered Accountant
The University of Western Ontario - Richard Ivey School of Business
MBA
University of Manitoba
B. Commerce, Accounting
Peter K. Deacon's Dundee Securities Experience December 2007 - August 2015
Job Deacon Global Capital Corporation
Industry Financial Services
Experience
Deacon Global Capital Corporation August 2015 - Present
Dundee Securities December 2007 - August 2015
Sextant Capital 2006 - 2007
RBC Dominion Securities 2004 - 2005
Education
Northwood University
BBA, Management
Deacon Global Capital Corporation August 2015 - Present
Dundee Securities December 2007 - August 2015
Sextant Capital 2006 - 2007
RBC Dominion Securities 2004 - 2005
Education
Northwood University
BBA, Management
Justin Ginetz, CFA, FCSI, CIM's Dundee Securities Experience April 2009 - February 2011
Job Executive Vice President at Primary Capital Inc.
Industry Investment Banking
Experience
Primary Capital Inc. April 2011 - Present
Dundee Securities April 2009 - February 2011
Dundee Securities Corporation April 2005 - April 2009
Dundee Securities July 2000 - April 2005
Canadian Western Capital June 1999 - June 2000
Skills
Investment Banking, Investments, Capital Markets, Equities, Investment Advisory, Valuation, Bloomberg, Asset Managment, Alternative Investments, Equity Research, Asset Management, Securities, Private Equity, IPO, Corporate Finance, Hedge Funds, Investor Relations, Portfolio Management, Fixed Income
Education
CFA Institute 2003 — 2006
CFA, Finance
BCOU 1999 — 2003
BBA, Business Administration
British Columbia Institute of Technology 1997 — 1999
Diploma of Technology, International Trade
Simon Fraser University 1990 — 1994
BA, Criminology & Psychology
Primary Capital Inc. April 2011 - Present
Dundee Securities April 2009 - February 2011
Dundee Securities Corporation April 2005 - April 2009
Dundee Securities July 2000 - April 2005
Canadian Western Capital June 1999 - June 2000
Skills
Investment Banking, Investments, Capital Markets, Equities, Investment Advisory, Valuation, Bloomberg, Asset Managment, Alternative Investments, Equity Research, Asset Management, Securities, Private Equity, IPO, Corporate Finance, Hedge Funds, Investor Relations, Portfolio Management, Fixed Income
Education
CFA Institute 2003 — 2006
CFA, Finance
BCOU 1999 — 2003
BBA, Business Administration
British Columbia Institute of Technology 1997 — 1999
Diploma of Technology, International Trade
Simon Fraser University 1990 — 1994
BA, Criminology & Psychology
Adrian Mogos's Dundee Securities Experience March 2009 - Present
Job Research Publisher at Dundee Securities
Industry Financial Services
Experience
Dundee Securities March 2009 - Present
Credit Suisse Securities (Canada), Inc. August 2003 - December 2008
SCOTIA CAPITAL, Toronto 2001 - 2003
ERESEARCH, Toronto 2000 - 2001
DEUTSCHE BANK SECURITIES LTD.,Toronto 1998 - 2000
RULAND COMMUNICATIONS INC., Toronto 1996 - 1998
Babes-Bolyai University, Cluj, Romania 1990 - 1996
CLUJ MINES, Cluj, Romania 1987 - 1990
Skills
Publications, Illustrator, Layout, QuarkXPress, Project Management, Illustration, Adobe Acrobat, Microsoft Office, Editing, Image Editing, Publishing, Web Design, Management, Digital Media, Photoshop, Research, Advertising, Photography, Graphics, Graphic Design, Microsoft Excel, Marketing, Marketing Communications
Education
1982 — 1987
MSc, Geology, Paleontology
Dundee Securities March 2009 - Present
Credit Suisse Securities (Canada), Inc. August 2003 - December 2008
SCOTIA CAPITAL, Toronto 2001 - 2003
ERESEARCH, Toronto 2000 - 2001
DEUTSCHE BANK SECURITIES LTD.,Toronto 1998 - 2000
RULAND COMMUNICATIONS INC., Toronto 1996 - 1998
Babes-Bolyai University, Cluj, Romania 1990 - 1996
CLUJ MINES, Cluj, Romania 1987 - 1990
Skills
Publications, Illustrator, Layout, QuarkXPress, Project Management, Illustration, Adobe Acrobat, Microsoft Office, Editing, Image Editing, Publishing, Web Design, Management, Digital Media, Photoshop, Research, Advertising, Photography, Graphics, Graphic Design, Microsoft Excel, Marketing, Marketing Communications
Education
1982 — 1987
MSc, Geology, Paleontology
Kamal Basra's Dundee Securities Experience 1996 - November 2003
Job Financial Advisor at Sophia Financial Group
Industry Investment Management
Experience
Raymond James 2009 - Present
Sophia Financial Group 2009 - Present
Women in Leadership Foundation 2008 - 2010
TD Waterhouse November 2003 - January 2009
Dundee Securities 1996 - November 2003
Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Retirement, Strategic Planning, Retirement Planning, Mutual Funds, Public Speaking, Financial Advisory, Portfolio Management, Securities, Financial Analysis, Risk Management, Leadership, Finance, Investment Management
Education
Simon Fraser University 1982 — 1987
BSc, Molecular Biology
Vancouver Technical Secondary School 1978 — 1982
Diploma, Science
Raymond James 2009 - Present
Sophia Financial Group 2009 - Present
Women in Leadership Foundation 2008 - 2010
TD Waterhouse November 2003 - January 2009
Dundee Securities 1996 - November 2003
Skills
Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Retirement, Strategic Planning, Retirement Planning, Mutual Funds, Public Speaking, Financial Advisory, Portfolio Management, Securities, Financial Analysis, Risk Management, Leadership, Finance, Investment Management
Education
Simon Fraser University 1982 — 1987
BSc, Molecular Biology
Vancouver Technical Secondary School 1978 — 1982
Diploma, Science
Drew Basek's Dundee Securities Experience September 1999 - March 2010
Job New Position
Industry Financial Services
Experience
Industrial Alliance Securities October 2014 - Present
Mackie Research Capital October 2010 - September 2014
Dundee Securities September 1999 - March 2010
Levesque Beaubien September 1996 - August 1999
Education
University of Toronto - Rotman School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance/Marketing
Queen's University 1980 — 1984
Bachelor's Degree, Honours Economics
Industrial Alliance Securities October 2014 - Present
Mackie Research Capital October 2010 - September 2014
Dundee Securities September 1999 - March 2010
Levesque Beaubien September 1996 - August 1999
Education
University of Toronto - Rotman School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance/Marketing
Queen's University 1980 — 1984
Bachelor's Degree, Honours Economics
Paul Gorman's Dundee Securities Experience March 2010 - January 2011
Job Investment Banking at CIBC World Markets
Industry Banking
Experience
CIBC World Markets February 2011 - Present
Dundee Securities March 2010 - January 2011
Desjardins Securities 2008 - March 2010
National Bank Financial 2007 - 2008
Westwind Partners 2006 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Biotechnology, Capital Markets, Investment Banking, Corporate Finance
Education
University of Toronto 2002 — 2006
PhD, Medical Biophysics
University of Toronto 1999 — 2002
MSc, Medical Biophysics
Queen's University 1995 — 1999
BSc, Biochemistry
CFA Institute
CIBC World Markets February 2011 - Present
Dundee Securities March 2010 - January 2011
Desjardins Securities 2008 - March 2010
National Bank Financial 2007 - 2008
Westwind Partners 2006 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Biotechnology, Capital Markets, Investment Banking, Corporate Finance
Education
University of Toronto 2002 — 2006
PhD, Medical Biophysics
University of Toronto 1999 — 2002
MSc, Medical Biophysics
Queen's University 1995 — 1999
BSc, Biochemistry
CFA Institute
Denis Guenette's Dundee Securities Experience March 2001 - August 2007
Job CEO/Senior Advisor at Ottawa Wealth Care Limited
Industry Financial Services
Experience
Ottawa Wealth Care Ltd. May 2010 - Present
Industrial Alliance Securities August 2007 - Present
Dundee Securities March 2001 - August 2007
Skills
Wealth Management, Financial Planners, Retirement Planning, Investment Strategies, Wealth Management..., Corporate Owner/Managers, High Net Worth..., Strategic..., Estate Planning, Succession Planning, Securities, Bonds, Equities, Life Insurance, Critical Illness and..., Health and Welfare Plans
Education
Concordia University
Ottawa Wealth Care Ltd. May 2010 - Present
Industrial Alliance Securities August 2007 - Present
Dundee Securities March 2001 - August 2007
Skills
Wealth Management, Financial Planners, Retirement Planning, Investment Strategies, Wealth Management..., Corporate Owner/Managers, High Net Worth..., Strategic..., Estate Planning, Succession Planning, Securities, Bonds, Equities, Life Insurance, Critical Illness and..., Health and Welfare Plans
Education
Concordia University
Kevin LeBlanc, CFA's Dundee Securities Experience May 2008 - February 2010
Job Equity analyst at Hexavest
Industry Investment Management
Experience
Hexavest September 2015 - Present
Dundee Capital Markets January 2013 - September 2015
Veosan June 2012 - November 2012
Dundee Securities May 2008 - February 2010
Jarislowsky Fraser Limited June 2005 - January 2006
Skills
Equity Research, Bloomberg, Financial Modeling, Equities, Investments, Portfolio Management, Asset Managment, Fixed Income, Derivatives, Valuation, Equity Valuation, Financial Analysis, Capital Markets, Finance
Education
Concordia University 2005 — 2008
Bachelors, Finance
loyola high school 1996 — 2001
CFA
Designation
Hexavest September 2015 - Present
Dundee Capital Markets January 2013 - September 2015
Veosan June 2012 - November 2012
Dundee Securities May 2008 - February 2010
Jarislowsky Fraser Limited June 2005 - January 2006
Skills
Equity Research, Bloomberg, Financial Modeling, Equities, Investments, Portfolio Management, Asset Managment, Fixed Income, Derivatives, Valuation, Equity Valuation, Financial Analysis, Capital Markets, Finance
Education
Concordia University 2005 — 2008
Bachelors, Finance
loyola high school 1996 — 2001
CFA
Designation
Josh Kochen's Dundee Securities Experience May 2008 - August 2008
Job Associate at Alignvest Management Corporation
Industry Investment Banking
Experience
Alignvest Management Corporation May 2014 - Present
RBC Capital Markets July 2010 - April 2014
RBC Capital Markets May 2009 - August 2009
Dundee Securities May 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, LBO, Valuation, Equities, Capital Markets, M&A experience, Bloomberg, Financial Analysis, Private Equity, Corporate Finance, Investments, Portfolio Management, Business Valuation, Equity Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2010
HBA, Graduated with Distinction
Universidade Católica Portuguesa 2010 — 2010
School of Economics and Business Administration, Ivey Academic Exchange
University of Guelph 2005 — 2008
Candidate for Bachelor of Commerce, Management Economics in Industry and Finance
Alignvest Management Corporation May 2014 - Present
RBC Capital Markets July 2010 - April 2014
RBC Capital Markets May 2009 - August 2009
Dundee Securities May 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, LBO, Valuation, Equities, Capital Markets, M&A experience, Bloomberg, Financial Analysis, Private Equity, Corporate Finance, Investments, Portfolio Management, Business Valuation, Equity Valuation
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2010
HBA, Graduated with Distinction
Universidade Católica Portuguesa 2010 — 2010
School of Economics and Business Administration, Ivey Academic Exchange
University of Guelph 2005 — 2008
Candidate for Bachelor of Commerce, Management Economics in Industry and Finance
Eden Orbach's Dundee Securities Experience January 2009 - April 2009
Job Director, Corporate Finance Division (Diversified Industries) at BMO
Industry Financial Services
Experience
BMO Financial Group June 2012 - March 2014
Five Fathom Partners June 2010 - August 2010
Dundee Securities January 2009 - April 2009
Dundee Securities March 2007 - December 2008
Scotiabank September 2005 - February 2007
Education
ESADE Business School 2009 — 2011
MBA
Wilfrid Laurier University 2001 — 2005
Hons. Economics and Finance
Crescent
BMO Financial Group June 2012 - March 2014
Five Fathom Partners June 2010 - August 2010
Dundee Securities January 2009 - April 2009
Dundee Securities March 2007 - December 2008
Scotiabank September 2005 - February 2007
Education
ESADE Business School 2009 — 2011
MBA
Wilfrid Laurier University 2001 — 2005
Hons. Economics and Finance
Crescent
Sonja Violette CPM's Dundee Securities Experience 2008 - 2009
Job Payroll Supervisor at Nelson Education Ltd
Industry Human Resources
Experience
Nelson Education Ltd January 2010 - Present
Dundee Securities 2008 - 2009
Korex Don Valley ULC 2004 - 2008
Morrison Lamothe Inc. 1995 - 2004
Skills
Payroll, Employee Relations, Process Improvement, Performance Management, Talent Management, Human Resources, Employee Benefits, Employee Engagement, ADP Payroll, Talent Acquisition, Onboarding
Education
Centennial College 2003 — 2008
Business, Accounting
York University
Nelson Education Ltd January 2010 - Present
Dundee Securities 2008 - 2009
Korex Don Valley ULC 2004 - 2008
Morrison Lamothe Inc. 1995 - 2004
Skills
Payroll, Employee Relations, Process Improvement, Performance Management, Talent Management, Human Resources, Employee Benefits, Employee Engagement, ADP Payroll, Talent Acquisition, Onboarding
Education
Centennial College 2003 — 2008
Business, Accounting
York University
Ken Koby's Dundee Securities Experience November 1998 - January 2009
Job Vice President at Galliant Capital Management
Industry Investment Management
Experience
Galliant Capital Management April 2011 - Present
Value Contrarian Asset Management February 2009 - March 2011
Dundee Securities November 1998 - January 2009
Education
McGill University 1993 — 1996
Galliant Capital Management April 2011 - Present
Value Contrarian Asset Management February 2009 - March 2011
Dundee Securities November 1998 - January 2009
Education
McGill University 1993 — 1996
Alexander Albrecht's Dundee Securities Experience 2003 - 2011
Job Investment Advisor at Qtrade Financial Group
Industry Investment Management
Experience
Qtrade Financial Group 2011 - Present
Dundee Securities 2003 - 2011
Skills
Wealth Management, Investment Strategies, Portfolio Management
Education
The University of British Columbia
Bachelor of Arts
Qtrade Financial Group 2011 - Present
Dundee Securities 2003 - 2011
Skills
Wealth Management, Investment Strategies, Portfolio Management
Education
The University of British Columbia
Bachelor of Arts
william chisholm's Dundee Securities Experience 1995 - 2005
Job Retired at Chisco Holdings
Industry Investment Management
Experience
Chisco Holdings March 2014 - Present
MacDougall, MacDougall & MacTier 2006 - 2011
Dundee Securities 1995 - 2005
loewen Ondaatje mcCutcheon 1978 - 1995
Skills
Capital Markets, Equities, Financial Modeling, Asset Management, Wealth Management, Private Equity, Equity Research, Valuation, Securities, Portfolio Management, Fixed Income, Corporate Finance, Investment Strategies, Alternative Investments, Financial Analysis, Bloomberg, Investment Banking, Trading, Hedge Funds, Mutual Funds, Investments
Education
McGill University 1968 — 1970
MBA, Finance
McGill University 1964 — 1966
M. Science, Meterorolgy
St. Francis Xavier University 1958 — 1961
Batchelor of Science, mathematics & Physics
Chisco Holdings March 2014 - Present
MacDougall, MacDougall & MacTier 2006 - 2011
Dundee Securities 1995 - 2005
loewen Ondaatje mcCutcheon 1978 - 1995
Skills
Capital Markets, Equities, Financial Modeling, Asset Management, Wealth Management, Private Equity, Equity Research, Valuation, Securities, Portfolio Management, Fixed Income, Corporate Finance, Investment Strategies, Alternative Investments, Financial Analysis, Bloomberg, Investment Banking, Trading, Hedge Funds, Mutual Funds, Investments
Education
McGill University 1968 — 1970
MBA, Finance
McGill University 1964 — 1966
M. Science, Meterorolgy
St. Francis Xavier University 1958 — 1961
Batchelor of Science, mathematics & Physics
Barrington Miller's Dundee Securities Experience 2002 - 2009
Job Director, Client Listed Services at Canadian Securities Exchange
Industry Financial Services
Experience
Canadian Securities Exchange March 2014 - Present
Canadian Securities Exchange October 2011 - February 2014
Raymond James June 2009 - September 2011
Dundee Securities 2002 - 2009
DundeeWealth Inc 2002 - 2009
Skills
Equity Trading, Equities, Securities, Electronic Trading, Trading Systems, Options, Trading, Capital Markets, Financial Markets, Derivatives, Fixed Income, Bloomberg, Proprietary Trading, ETFs, Equity Derivatives, Hedge Funds, Trading Strategies, Mutual Funds, Market Making, Wealth Management, Risk Management, Investment Strategies
Education
Princeton University 1992 — 1996
B.A., English
Canadian Securities Exchange March 2014 - Present
Canadian Securities Exchange October 2011 - February 2014
Raymond James June 2009 - September 2011
Dundee Securities 2002 - 2009
DundeeWealth Inc 2002 - 2009
Skills
Equity Trading, Equities, Securities, Electronic Trading, Trading Systems, Options, Trading, Capital Markets, Financial Markets, Derivatives, Fixed Income, Bloomberg, Proprietary Trading, ETFs, Equity Derivatives, Hedge Funds, Trading Strategies, Mutual Funds, Market Making, Wealth Management, Risk Management, Investment Strategies
Education
Princeton University 1992 — 1996
B.A., English
Rayna Schnapp's Dundee Securities Experience June 2009 - Present
Job Institutional Equity Sales at Dundee Securities
Industry Financial Services
Experience
Dundee Securities June 2009 - Present
Thomas Weisel Partners June 2005 - February 2009
Cibc 1999 - 2004
Skills
Asset Management, Alternative Investments, Bloomberg, Capital Markets, Equities, Equity Research, Equity Sales, Equity Trading, Financial Modeling, Investment Banking, Investments, Hedge Funds, Portfolio Management, Securities, Valuation
Education
McGill University 1996 — 1999
BCOMM
Dundee Securities June 2009 - Present
Thomas Weisel Partners June 2005 - February 2009
Cibc 1999 - 2004
Skills
Asset Management, Alternative Investments, Bloomberg, Capital Markets, Equities, Equity Research, Equity Sales, Equity Trading, Financial Modeling, Investment Banking, Investments, Hedge Funds, Portfolio Management, Securities, Valuation
Education
McGill University 1996 — 1999
BCOMM
matthew coleman's Dundee Securities Experience 1999 - 2003
Job Director of Client Services, Financial Services & Information Technology at TSE IT & STARTUPS
Industry Capital Markets
Experience
The Staffing Exchange June 2015 - Present
oaktree capital 2009 - Present
Clear Bay Capital 2006 - 2009
Desjardins Securities 2003 - 2006
Dundee Securities 1999 - 2003
Taurus Capital Markets 1994 - 1999
Merit Investment Corp 1992 - 1994
Skills
Investments, Equities, Capital Markets, Private Equity, Venture Capital
Education
York University 1991 — 1992
Psychology
Concordia University 1987 — 1991
Hons BA, History
The Staffing Exchange June 2015 - Present
oaktree capital 2009 - Present
Clear Bay Capital 2006 - 2009
Desjardins Securities 2003 - 2006
Dundee Securities 1999 - 2003
Taurus Capital Markets 1994 - 1999
Merit Investment Corp 1992 - 1994
Skills
Investments, Equities, Capital Markets, Private Equity, Venture Capital
Education
York University 1991 — 1992
Psychology
Concordia University 1987 — 1991
Hons BA, History
Dan Fearon's Dundee Securities Experience May 2003 - July 2007
Job Director at T3 Capital
Industry Investment Banking
Experience
T3 Capital June 2012 - Present
Canaccord Genuity Inc. March 2008 - March 2012
Dundee Securities May 2003 - July 2007
Dundee 2003 - 2007
Bear Stearns International July 2000 - November 2001
Northern Trust Corporation 1996 - 1998
Skills
Financial Modeling, Equity Trading, Trading Strategies, Trading, Financial Markets, Equity Research, Capital Markets, Fixed Income, Equities, Investments, Equity Valuation, Asset Managment, Technical Analysis, Portfolio Management, Mutual Funds, Derivatives, Financial Analysis, Investment Strategies, Wealth Management, Proprietary Trading, Due Diligence, Financial Structuring, Securities, ETFs, Trading Systems, Hedge Funds, Investment Banking, Bloomberg, Valuation, Private Equity, Corporate Finance, Equity Derivatives, Emerging Markets, Electronic Trading, Investment Advisory, Alternative Investments, Options, Commodity, Investment Management, FX Options, IPO, Venture Capital, Structured Finance, Financial Advisory, Stocks, Business Strategy, Mergers & Acquisitions
Education
London Business School 1998 — 2000
MBA, Business
University of Toronto 1987 — 1992
B.Comm, Accounting, Economics
T3 Capital June 2012 - Present
Canaccord Genuity Inc. March 2008 - March 2012
Dundee Securities May 2003 - July 2007
Dundee 2003 - 2007
Bear Stearns International July 2000 - November 2001
Northern Trust Corporation 1996 - 1998
Skills
Financial Modeling, Equity Trading, Trading Strategies, Trading, Financial Markets, Equity Research, Capital Markets, Fixed Income, Equities, Investments, Equity Valuation, Asset Managment, Technical Analysis, Portfolio Management, Mutual Funds, Derivatives, Financial Analysis, Investment Strategies, Wealth Management, Proprietary Trading, Due Diligence, Financial Structuring, Securities, ETFs, Trading Systems, Hedge Funds, Investment Banking, Bloomberg, Valuation, Private Equity, Corporate Finance, Equity Derivatives, Emerging Markets, Electronic Trading, Investment Advisory, Alternative Investments, Options, Commodity, Investment Management, FX Options, IPO, Venture Capital, Structured Finance, Financial Advisory, Stocks, Business Strategy, Mergers & Acquisitions
Education
London Business School 1998 — 2000
MBA, Business
University of Toronto 1987 — 1992
B.Comm, Accounting, Economics
Darren K. Smith, CFA's Dundee Securities Experience 2002 - 2005
Job Portfolio Manager, Kimberlite Frontier Africa Team, The Rock Creek Group
Industry Financial Services
Experience
The Rock Creek Group, Kimberlite Frontier Africa Team February 2014 - Present
Emerging Markets Managemet February 2011 - Present
Cheuvreux September 2007 - October 2010
Gulf Capital Group June 2006 - August 2007
Dundee Securities 2002 - 2005
CIBC World Markets 2000 - 2002
Education
Bishop's University 1996 — 2000
BBA, Finance
The Rock Creek Group, Kimberlite Frontier Africa Team February 2014 - Present
Emerging Markets Managemet February 2011 - Present
Cheuvreux September 2007 - October 2010
Gulf Capital Group June 2006 - August 2007
Dundee Securities 2002 - 2005
CIBC World Markets 2000 - 2002
Education
Bishop's University 1996 — 2000
BBA, Finance
Marc Lafontaine's Dundee Securities Experience 2005 - 2006
Job CSR at Desjardins Financial Security
Industry Financial Services
Experience
Desjardins Financial Security October 2008 - Present
MRS 2007 - 2008
State Street 2006 - 2007
Dundee Securities 2005 - 2006
Education
Cambrian College 1992 — 1994
Corrections
Desjardins Financial Security October 2008 - Present
MRS 2007 - 2008
State Street 2006 - 2007
Dundee Securities 2005 - 2006
Education
Cambrian College 1992 — 1994
Corrections
Andrea Malowney, CA's Dundee Securities Experience 2008 - 2010
Job
Industry Financial Services
Experience
Dundee Securities 2008 - 2010
TD 2001 - 2007
KPMG Canada 1998 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning
Education
McGill University 1994 — 1998
Bachelor of Commerce (B.Com.), Accounting and Finance
Dundee Securities 2008 - 2010
TD 2001 - 2007
KPMG Canada 1998 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning
Education
McGill University 1994 — 1998
Bachelor of Commerce (B.Com.), Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY