Dundee Securities Corporation
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Dundee Securities Corporation Employees
Employee
Years
Job
Industry
Shirley Hutchinson Shirley Hutchinson's Dundee Securities Corporation Experience April 2002 - October 2003
Job Experienced Client Relations Support,Financial Service administrator and Business Solutions Professional
Industry Financial Services
Experience
International Financial Data Services October 2007 - January 2014
Mackie Research Capital April 2004 - August 2007
Dundee Securities Corporation April 2002 - October 2003
HSBC Securities Canada Inc April 1999 - November 2001
Skills
Microsoft Office, Windows, Outlook, Client Service and..., Mutual Funds and..., Staff Training and..., Administrative support, Research and Analysis, Communication Skills, Team Building and..., Problem Solving, Microsoft Excel, Lotus Notes, Project Management, Event Planning, Microsoft Word, Training, Salespage, Magic, Financial Services, Mutual Funds
Education
Seneca College of Applied Arts and Technology 2004 — 2004
Mortgage Broker's Certification
George Brown College Continuing Education
Certificate, General Accounting
Herzing Institutes
Diploma, Computer Programming and Business Analysis
International Financial Data Services October 2007 - January 2014
Mackie Research Capital April 2004 - August 2007
Dundee Securities Corporation April 2002 - October 2003
HSBC Securities Canada Inc April 1999 - November 2001
Skills
Microsoft Office, Windows, Outlook, Client Service and..., Mutual Funds and..., Staff Training and..., Administrative support, Research and Analysis, Communication Skills, Team Building and..., Problem Solving, Microsoft Excel, Lotus Notes, Project Management, Event Planning, Microsoft Word, Training, Salespage, Magic, Financial Services, Mutual Funds
Education
Seneca College of Applied Arts and Technology 2004 — 2004
Mortgage Broker's Certification
George Brown College Continuing Education
Certificate, General Accounting
Herzing Institutes
Diploma, Computer Programming and Business Analysis
Alanna Makinen Alanna Makinen's Dundee Securities Corporation Experience March 2000 - April 2001
Job Manager, Human Assets at RJF HealthCare
Industry Hospital & Health Care
Experience
RJF HealthCare November 2012 - Present
500 Staffing April 2011 - November 2012
Adecco Employment Services / HealthStaff November 2005 - April 2011
Salon Resource Group January 2003 - March 2005
The Chronicle Herald June 2001 - July 2002
Dundee Securities Corporation March 2000 - April 2001
Skills
Recruiting, Human Resources, Marketing, Resume Writing, Career Counseling, Talent Acquisition, Executive Search, Employee Relations, Advertising, Events, Healthcare Industry, Health Education, Applicant Tracking..., Business Development, Coaching, College Recruiting, Contract Recruitment, Employee Benefits, Healthcare, Hiring, Internet Recruiting, Interviews, Leadership, Market Research, Onboarding, Permanent Placement, Recruitment Advertising, Screening, Screening Resumes, Social Media, Social Networking, Sourcing, Talent Management, Technical Recruiting, Temporary Placement, Temporary Staffing, Time Management, Training
Education
Mount Allison University 1995 — 1999
B.Comm, Marketing
RJF HealthCare November 2012 - Present
500 Staffing April 2011 - November 2012
Adecco Employment Services / HealthStaff November 2005 - April 2011
Salon Resource Group January 2003 - March 2005
The Chronicle Herald June 2001 - July 2002
Dundee Securities Corporation March 2000 - April 2001
Skills
Recruiting, Human Resources, Marketing, Resume Writing, Career Counseling, Talent Acquisition, Executive Search, Employee Relations, Advertising, Events, Healthcare Industry, Health Education, Applicant Tracking..., Business Development, Coaching, College Recruiting, Contract Recruitment, Employee Benefits, Healthcare, Hiring, Internet Recruiting, Interviews, Leadership, Market Research, Onboarding, Permanent Placement, Recruitment Advertising, Screening, Screening Resumes, Social Media, Social Networking, Sourcing, Talent Management, Technical Recruiting, Temporary Placement, Temporary Staffing, Time Management, Training
Education
Mount Allison University 1995 — 1999
B.Comm, Marketing
Nina Milova Nina Milova's Dundee Securities Corporation Experience September 2005 - September 2008
Job Bilingual Investment Advisor
Industry Financial Services
Experience
Open Access Ltd October 2008 - 2010
Dundee Securities Corporation September 2005 - September 2008
RBC Financial Group September 2003 - September 2005
Reuters Canada Inc November 2000 - November 2002
Concordia Administration Students' Association December 1995 - November 2000
Concordia Small Business Consulting Bureau May 1999 - May 2000
Skills
Economics, Analysis, Mutual Funds, Retirement Savings, Education Savings, Wealth Management, Retirement Planning, Financial Planning, Investments, Investment Products, Financial Advisory, Wealth Accumulation, Group Benefits, Investment Advisory, Investment Strategies, Securities, Reporting & Analysis, Stocks, Financial Advice, Asset Allocation, Financial Markets, Portfolio Management, Hedge Funds, Options, Equity Research, ETFs, Equities, Trading, Personal Finance, Risk, Capital Markets, Brokerage, Pensions, Valuation, Excel, Customer Relations, PowerPoint, Word, Research, Asset Management, Financial Modeling, Risk Management, Financial Analysis, Corporate Finance, Fixed Income, Bonds, Business Planning, Due Diligence, Strategic Planning, Derivatives
Education
Concordia University
Master of Science, Administration; MIS; quantitative research methods
Canadian Securities Institute
Bachelor of Commerce, with distinction, Finance and Marketing
Open Access Ltd October 2008 - 2010
Dundee Securities Corporation September 2005 - September 2008
RBC Financial Group September 2003 - September 2005
Reuters Canada Inc November 2000 - November 2002
Concordia Administration Students' Association December 1995 - November 2000
Concordia Small Business Consulting Bureau May 1999 - May 2000
Skills
Economics, Analysis, Mutual Funds, Retirement Savings, Education Savings, Wealth Management, Retirement Planning, Financial Planning, Investments, Investment Products, Financial Advisory, Wealth Accumulation, Group Benefits, Investment Advisory, Investment Strategies, Securities, Reporting & Analysis, Stocks, Financial Advice, Asset Allocation, Financial Markets, Portfolio Management, Hedge Funds, Options, Equity Research, ETFs, Equities, Trading, Personal Finance, Risk, Capital Markets, Brokerage, Pensions, Valuation, Excel, Customer Relations, PowerPoint, Word, Research, Asset Management, Financial Modeling, Risk Management, Financial Analysis, Corporate Finance, Fixed Income, Bonds, Business Planning, Due Diligence, Strategic Planning, Derivatives
Education
Concordia University
Master of Science, Administration; MIS; quantitative research methods
Canadian Securities Institute
Bachelor of Commerce, with distinction, Finance and Marketing
Alex Colangelo Alex Colangelo's Dundee Securities Corporation Experience 2005 - 2006
Job Lawyer / Professor at Humber College
Industry Law Practice
Experience
Humber College August 2015 - Present
Stikeman Elliott LLP November 2007 - April 2015
Merrill Lynch November 2006 - November 2007
American Express July 2006 - October 2006
Dundee Securities Corporation 2005 - 2006
Groia & Company LLPC 2004 - 2005
Heenan Blaikie 2004 - 2004
McCague Borlack 2002 - 2003
Skills
Legal Writing, Legal Research, Securities Regulation, Privacy Law, Corporate Law, Corporate Governance, Social Media, Dispute Resolution, Intellectual Property, Litigation, International Law, Securities Litigation, Alternative Dispute..., Political Campaigns, Class Actions, Legal Advice, Knowledge Management, Civil Litigation, Commercial Litigation, Capital Markets, Information Technology, Content Management, Project Management, Marketing, Corporate Blogging, Writing Skills, Canadian Politics, Political Research, Political Communication, Elections, Web Design, Spanish, French, HTML, PHP, Programming, Social Media Blogging, Social Media Marketing, Social Networking, Improvisational Comedy, Piano, Model United Nations, Canadian History, Policy, Writing
Education
University of Ottawa 2001 — 2002
LL.M., Law & Technology
The University of Western Ontario 1998 — 2001
LL.B., Law
The University of Western Ontario 1996 — 1998
B.A. (Hons), Political Science
Humber College August 2015 - Present
Stikeman Elliott LLP November 2007 - April 2015
Merrill Lynch November 2006 - November 2007
American Express July 2006 - October 2006
Dundee Securities Corporation 2005 - 2006
Groia & Company LLPC 2004 - 2005
Heenan Blaikie 2004 - 2004
McCague Borlack 2002 - 2003
Skills
Legal Writing, Legal Research, Securities Regulation, Privacy Law, Corporate Law, Corporate Governance, Social Media, Dispute Resolution, Intellectual Property, Litigation, International Law, Securities Litigation, Alternative Dispute..., Political Campaigns, Class Actions, Legal Advice, Knowledge Management, Civil Litigation, Commercial Litigation, Capital Markets, Information Technology, Content Management, Project Management, Marketing, Corporate Blogging, Writing Skills, Canadian Politics, Political Research, Political Communication, Elections, Web Design, Spanish, French, HTML, PHP, Programming, Social Media Blogging, Social Media Marketing, Social Networking, Improvisational Comedy, Piano, Model United Nations, Canadian History, Policy, Writing
Education
University of Ottawa 2001 — 2002
LL.M., Law & Technology
The University of Western Ontario 1998 — 2001
LL.B., Law
The University of Western Ontario 1996 — 1998
B.A. (Hons), Political Science
Rais Charipov Rais Charipov's Dundee Securities Corporation Experience April 2004 - July 2005
Job IT Consultant at ADR Application Development Resources, Inc.
Industry Computer Software
Experience
ADR Application Development Resources, Inc. July 2015 - Present
IBM Corporation July 2005 - July 2015
Dundee Securities Corporation April 2004 - July 2005
DWL Incorporated April 2003 - April 2004
PBL Gaming Technology September 2002 - October 2002
Internet Gaming Software Solution January 2000 - June 2002
Kazan State University 1983 - 1991
Skills
Data Warehousing, DB2, Unix, Master Data Management, Websphere, ETL, PL/SQL, Oracle, Business Intelligence, Databases, Data Integration, SQL, WebSphere Application..., Datastage, Enterprise Architecture, Java, Requirements Analysis, Solaris, Shell Scripting, Performance Tuning, J2EE, AIX, Microsoft SQL Server, XML, Linux, Netezza, Java Enterprise Edition, JSP, Informatica, IBM Information Server, WebSphere
Education
Kazan State University 1974 — 1979
Doctor of Philosophy (PhD), Mathematics
ADR Application Development Resources, Inc. July 2015 - Present
IBM Corporation July 2005 - July 2015
Dundee Securities Corporation April 2004 - July 2005
DWL Incorporated April 2003 - April 2004
PBL Gaming Technology September 2002 - October 2002
Internet Gaming Software Solution January 2000 - June 2002
Kazan State University 1983 - 1991
Skills
Data Warehousing, DB2, Unix, Master Data Management, Websphere, ETL, PL/SQL, Oracle, Business Intelligence, Databases, Data Integration, SQL, WebSphere Application..., Datastage, Enterprise Architecture, Java, Requirements Analysis, Solaris, Shell Scripting, Performance Tuning, J2EE, AIX, Microsoft SQL Server, XML, Linux, Netezza, Java Enterprise Edition, JSP, Informatica, IBM Information Server, WebSphere
Education
Kazan State University 1974 — 1979
Doctor of Philosophy (PhD), Mathematics
Reginald Navachandrabala Reginald Navachandrabala's Dundee Securities Corporation Experience June 2004 - August 2006
Job Associate Business Systems Analyst at Canon Canada
Industry Information Technology and Services
Experience
Canon Canada January 2014 - Present
Canon Canada May 2012 - December 2013
Brightworks May 2011 - November 2011
Thindata 1:1 / Transcontinental Interactive June 2010 - March 2011
WIND Mobile October 2009 - December 2010
Computer Link Systems October 2008 - December 2009
SMTC Manufacturing Corporation June 2008 - August 2008
East-Court Ford Lincoln June 2003 - May 2008
Dundee Securities Corporation June 2004 - August 2006
Skills
Project Management, Windows, Website Development, Relational Databases, Customer Satisfaction, Digital Photography, System Migration, Troubleshooting, Microsoft Excel, Visio, Business Analysis, Project Coordination, Team Leadership, Software Documentation, CRM, Customer Service, Time Management, Teamwork, Leadership, Quality Assurance, Software Project..., Cross-functional Team..., Management, Lotus Notes, Change Management, IT Management, ERP, SDLC, Business Process, Process Improvement, Analysis
Education
University of Toronto 2010 — 2012
Fundamentals of Project Management Certificate, Project Management
Ryerson University 2006 — 2009
BComm, IT Management - Enterprise Systems and Organizations
Centennial College 2003 — 2006
Advanced Diploma, Computer Programer Analyst
Canon Canada January 2014 - Present
Canon Canada May 2012 - December 2013
Brightworks May 2011 - November 2011
Thindata 1:1 / Transcontinental Interactive June 2010 - March 2011
WIND Mobile October 2009 - December 2010
Computer Link Systems October 2008 - December 2009
SMTC Manufacturing Corporation June 2008 - August 2008
East-Court Ford Lincoln June 2003 - May 2008
Dundee Securities Corporation June 2004 - August 2006
Skills
Project Management, Windows, Website Development, Relational Databases, Customer Satisfaction, Digital Photography, System Migration, Troubleshooting, Microsoft Excel, Visio, Business Analysis, Project Coordination, Team Leadership, Software Documentation, CRM, Customer Service, Time Management, Teamwork, Leadership, Quality Assurance, Software Project..., Cross-functional Team..., Management, Lotus Notes, Change Management, IT Management, ERP, SDLC, Business Process, Process Improvement, Analysis
Education
University of Toronto 2010 — 2012
Fundamentals of Project Management Certificate, Project Management
Ryerson University 2006 — 2009
BComm, IT Management - Enterprise Systems and Organizations
Centennial College 2003 — 2006
Advanced Diploma, Computer Programer Analyst
Lisa Carmichael Lisa Carmichael's Dundee Securities Corporation Experience October 2003 - January 2007
Job Branch Manager at HollisWealth
Industry Financial Services
Experience
DundeeWealth February 2007 - May 2011
Dundee Securities Corporation October 2003 - January 2007
Hampton Securities May 2002 - October 2003
Thomson Kernaghan February 2000 - May 2002
BMO Nesbitt Burns August 1999 - February 2000
Skills
Mutual Funds
Education
Centennial College 1994 — 1997
Financial Services & Accounting, Financial Services & Accounting
DundeeWealth February 2007 - May 2011
Dundee Securities Corporation October 2003 - January 2007
Hampton Securities May 2002 - October 2003
Thomson Kernaghan February 2000 - May 2002
BMO Nesbitt Burns August 1999 - February 2000
Skills
Mutual Funds
Education
Centennial College 1994 — 1997
Financial Services & Accounting, Financial Services & Accounting
Chris Knupp Chris Knupp's Dundee Securities Corporation Experience 2004 - 2006
Job Office Manager
Industry Investment Management
Experience
Bellwether Investment Management Inc. January 2007 - Present
Dundee Securities Corporation 2004 - 2006
C.A. Delaney Capital Management Ltd. October 1992 - October 1997
Richardson Greenshields October 1982 - October 1992
Education
Ryerson University 1979 — 1982
Business Administration
Bellwether Investment Management Inc. January 2007 - Present
Dundee Securities Corporation 2004 - 2006
C.A. Delaney Capital Management Ltd. October 1992 - October 1997
Richardson Greenshields October 1982 - October 1992
Education
Ryerson University 1979 — 1982
Business Administration
Mona Kumar Mona Kumar's Dundee Securities Corporation Experience 2004 - 2005
Job Senior Legal Counsel at Securitas
Industry Law Practice
Experience
Securitas Canada June 2009 - Present
PricewaterhouseCoopers Legal 2007 - 2009
McMillan LLP 2005 - 2007
Dundee Securities Corporation 2004 - 2005
Fasken Martineau DuMoulin 2001 - 2003
Skills
Legal Research, Joint Ventures, Corporate Law, Corporate Governance, Arbitration, Intellectual Property, Commercial Litigation, Legal Advice, Privacy Law, Dispute Resolution, Civil Litigation, Employment Law, Alternative Dispute..., Contract Law, Contract Negotiation, Securities, Litigation Management, Document Drafting, Capital Markets, Administrative Law, Legal Compliance, Licensing
Education
University of Ottawa 1999 — 2002
LL.B, Law (Cum Laude)
McGill University 1995 — 1999
B.A. (First Class Honours), Psychology (Hons), International Development Studies (Minor)
Securitas Canada June 2009 - Present
PricewaterhouseCoopers Legal 2007 - 2009
McMillan LLP 2005 - 2007
Dundee Securities Corporation 2004 - 2005
Fasken Martineau DuMoulin 2001 - 2003
Skills
Legal Research, Joint Ventures, Corporate Law, Corporate Governance, Arbitration, Intellectual Property, Commercial Litigation, Legal Advice, Privacy Law, Dispute Resolution, Civil Litigation, Employment Law, Alternative Dispute..., Contract Law, Contract Negotiation, Securities, Litigation Management, Document Drafting, Capital Markets, Administrative Law, Legal Compliance, Licensing
Education
University of Ottawa 1999 — 2002
LL.B, Law (Cum Laude)
McGill University 1995 — 1999
B.A. (First Class Honours), Psychology (Hons), International Development Studies (Minor)
Ian Holland, BComm., PMP Ian Holland, BComm., PMP's Dundee Securities Corporation Experience July 2004 - June 2005
Job Effective and creative handson ntier and distributedsystems programmer/analyst & PM
Industry Information Technology and Services
Experience
Entertainment One July 2012 - Present
RBC September 2010 - December 2011
Toronto Dominion Bank Financial Group May 2010 - August 2010
Canadian Imperial Bank of Commerce January 2010 - March 2010
Federal Economic Development Agency for Southern Ontario (Gov't of Canada) June 2009 - January 2010
Franklin Templeton Investments June 2005 - October 2008
Dundee Securities Corporation July 2004 - June 2005
National Bank Financial, Assante Advisory Services, Prudential of America Life Insurance Company 1998 - 2004
Royal Bank of Canada September 1996 - October 1998
Canadian Armed Forces June 1992 - May 1994
Skills
.NET Application..., J2EE Application..., Project Management, Systems Analysis, System Architecture, N-Tier Design, Distributed Systems..., Service Oriented..., Object Oriented Design, WCF, SOAP, Entity Framework, Hibernate, Struts, RDBMS, Microsoft SQL Server, Oracle RDBMS, MS Reporting Services, Windows Server, Apache, Geronimo, Tomcat, PL/SQL, T-SQL, SQL/PSM, LINQ, ADO.NET, JSTL, EJB, VB.NET, VBA, AJAX, CSS, HTML 5, WSDL, PHP, XML, SAX, XML Schema, DTDs, JSP, Business Analysis, PMO, Agile Methodologies, PMP
Education
University of Windsor 1993 — 1996
Bachelor of Commerce (BComm), Hons. Business Administration, concentration in Accounting
Humber College 2009 — 2012
Advanced Computer Programming
Project Management Institute (PMI) 2008 — 2008
PMP Professional Designation
SkillSoft PLC 2009 — 2009
CBAP Certification Prep Course
Humber College 2008 — 2008
Course, Project Management Studies
MPM Skills Development Inc. 2005 — 2006
Visual Basic Advanced Level III
Canadian Securities Institute 2005 — 2005
Canadian Securities Course (CSC)
Canadian Securities Institute 2005 — 2005
Conduct and Practices Handbook (CPH)
CEGEP - John Abbott College
Theatre
Entertainment One July 2012 - Present
RBC September 2010 - December 2011
Toronto Dominion Bank Financial Group May 2010 - August 2010
Canadian Imperial Bank of Commerce January 2010 - March 2010
Federal Economic Development Agency for Southern Ontario (Gov't of Canada) June 2009 - January 2010
Franklin Templeton Investments June 2005 - October 2008
Dundee Securities Corporation July 2004 - June 2005
National Bank Financial, Assante Advisory Services, Prudential of America Life Insurance Company 1998 - 2004
Royal Bank of Canada September 1996 - October 1998
Canadian Armed Forces June 1992 - May 1994
Skills
.NET Application..., J2EE Application..., Project Management, Systems Analysis, System Architecture, N-Tier Design, Distributed Systems..., Service Oriented..., Object Oriented Design, WCF, SOAP, Entity Framework, Hibernate, Struts, RDBMS, Microsoft SQL Server, Oracle RDBMS, MS Reporting Services, Windows Server, Apache, Geronimo, Tomcat, PL/SQL, T-SQL, SQL/PSM, LINQ, ADO.NET, JSTL, EJB, VB.NET, VBA, AJAX, CSS, HTML 5, WSDL, PHP, XML, SAX, XML Schema, DTDs, JSP, Business Analysis, PMO, Agile Methodologies, PMP
Education
University of Windsor 1993 — 1996
Bachelor of Commerce (BComm), Hons. Business Administration, concentration in Accounting
Humber College 2009 — 2012
Advanced Computer Programming
Project Management Institute (PMI) 2008 — 2008
PMP Professional Designation
SkillSoft PLC 2009 — 2009
CBAP Certification Prep Course
Humber College 2008 — 2008
Course, Project Management Studies
MPM Skills Development Inc. 2005 — 2006
Visual Basic Advanced Level III
Canadian Securities Institute 2005 — 2005
Canadian Securities Course (CSC)
Canadian Securities Institute 2005 — 2005
Conduct and Practices Handbook (CPH)
CEGEP - John Abbott College
Theatre
Amit B. Goyal, CPA, CA Amit B. Goyal, CPA, CA's Dundee Securities Corporation Experience 2006 - 2008
Job Senior Financial Services Executive
Industry Banking
Experience
State Bank of India (Canada) 2014 - Present
The Institute of Chartered Accountants of India - Toronto Chapter 2006 - Present
Agarwals Based in Canada (ABC) 2009 - Present
Citco Securities Inc. 2010 - 2014
Citco Bank Canada 2008 - 2014
Dundee Bank of Canada 2006 - 2008
Dundee Securities Corporation 2006 - 2008
ICICI Bank Canada 2003 - 2006
Deutsche Bank AG 1996 - 2003
PricewaterhouseCoopers 1995 - 1996
Skills
Capital Markets, Derivatives, Banking, Fixed Income, Foreign Exchange, Investment Banking, FX Options, Treasury, Finance, Financial Services, Investments, Trading, Valuation, Internal Controls, Treasury Management, Auditing, Accounting, Compliance, FINRA
Education
Canadian Institute of Chartered Accountants 2012 — 2012
CA, Accounting and Finance
Canadian Securities Institute 2012 — 2012
PDO and CSC, Financial Securities
FINRA Securities Licenses 2011 — 2011
Series 7 & 24, Investments and Securities
American Institute of Certified Public Accountants 2003 — 2003
CPA, Accounting & Finance
Institute of Chartered Accountants of India 1992 — 1995
CA, Accounting & Finance
Institute of Cost and Works Accountants of India - ICWAI 1989 — 1992
CWA, Cost & Management Accounting
State Bank of India (Canada) 2014 - Present
The Institute of Chartered Accountants of India - Toronto Chapter 2006 - Present
Agarwals Based in Canada (ABC) 2009 - Present
Citco Securities Inc. 2010 - 2014
Citco Bank Canada 2008 - 2014
Dundee Bank of Canada 2006 - 2008
Dundee Securities Corporation 2006 - 2008
ICICI Bank Canada 2003 - 2006
Deutsche Bank AG 1996 - 2003
PricewaterhouseCoopers 1995 - 1996
Skills
Capital Markets, Derivatives, Banking, Fixed Income, Foreign Exchange, Investment Banking, FX Options, Treasury, Finance, Financial Services, Investments, Trading, Valuation, Internal Controls, Treasury Management, Auditing, Accounting, Compliance, FINRA
Education
Canadian Institute of Chartered Accountants 2012 — 2012
CA, Accounting and Finance
Canadian Securities Institute 2012 — 2012
PDO and CSC, Financial Securities
FINRA Securities Licenses 2011 — 2011
Series 7 & 24, Investments and Securities
American Institute of Certified Public Accountants 2003 — 2003
CPA, Accounting & Finance
Institute of Chartered Accountants of India 1992 — 1995
CA, Accounting & Finance
Institute of Cost and Works Accountants of India - ICWAI 1989 — 1992
CWA, Cost & Management Accounting
Winston Robinson, CCP, NLP Winston Robinson, CCP, NLP's Dundee Securities Corporation Experience June 2006 - October 2007
Job Regional VicePresident, Sales at AGF Management Limited
Industry Investment Management
Experience
AGF Management Limited December 2014 - Present
AGF Management Limited September 2012 - December 2014
AGF Management Limited October 2011 - September 2012
The Lions Circle Leadership Development Organization February 2007 - January 2012
CIBC Asset Management December 2007 - April 2011
Isagenix International Ltd. November 2008 - March 2011
Dundee Securities Corporation June 2006 - October 2007
CI Investments Inc. December 2005 - June 2006
DundeeWealth Inc July 2005 - December 2005
Investors Group Inc. March 2003 - July 2005
Education
St. Marguerite d'Youville
St. Marguerite d'Youville
Centennial College 2009 — 2011
Certification
Certified Coaches Federation 2010 — 2010
Certification
Peak Potentials Training 2006 — 2012
Landmark Education
George Brown College
AGF Management Limited December 2014 - Present
AGF Management Limited September 2012 - December 2014
AGF Management Limited October 2011 - September 2012
The Lions Circle Leadership Development Organization February 2007 - January 2012
CIBC Asset Management December 2007 - April 2011
Isagenix International Ltd. November 2008 - March 2011
Dundee Securities Corporation June 2006 - October 2007
CI Investments Inc. December 2005 - June 2006
DundeeWealth Inc July 2005 - December 2005
Investors Group Inc. March 2003 - July 2005
Education
St. Marguerite d'Youville
St. Marguerite d'Youville
Centennial College 2009 — 2011
Certification
Certified Coaches Federation 2010 — 2010
Certification
Peak Potentials Training 2006 — 2012
Landmark Education
George Brown College
Jennifer Pascal's Dundee Securities Corporation Experience May 2005 - Present
Job Investment Advisor at Dundee Securities
Industry Financial Services
Experience
Dundee Securities Corporation May 2005 - Present
Education
Concordia University
Dundee Securities Corporation May 2005 - Present
Education
Concordia University
Faith Van Wart's Dundee Securities Corporation Experience 2003 - 2007
Job Electronic/Desktop Publishing Specialist at CPA Canada
Industry Publishing
Experience
CPA Canada (Chartered Professional Accountants Comptables professionnels agréés) August 2012 - Present
Freelance / Desktop Publishing March 2011 - August 2012
Ontario Power Generation February 2010 - February 2011
CIBC World Markets August 2009 - February 2010
Ontario Power Generation 2008 - 2009
Dundee Securities Corporation 2003 - 2007
Scotia Capital 2003 - 2003
Canaccord Capital 2000 - 2002
Skills
InDesign, Word, Folio Views, PowerPoint, Adobe Acrobat, Microsoft Office, Social Media, Books, Brochures, Newsletters, Loose Leafs, Event Planning, Excel, Research, Photography, Outlook, Layout, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Proofreading, Editing, Publishing
Education
University of Toronto 1991 — 1997
Hons. B.A., History & Women's Studies
George Brown College 1985 — 1996
Desktop Publishing - Graphic Design
CPA Canada (Chartered Professional Accountants Comptables professionnels agréés) August 2012 - Present
Freelance / Desktop Publishing March 2011 - August 2012
Ontario Power Generation February 2010 - February 2011
CIBC World Markets August 2009 - February 2010
Ontario Power Generation 2008 - 2009
Dundee Securities Corporation 2003 - 2007
Scotia Capital 2003 - 2003
Canaccord Capital 2000 - 2002
Skills
InDesign, Word, Folio Views, PowerPoint, Adobe Acrobat, Microsoft Office, Social Media, Books, Brochures, Newsletters, Loose Leafs, Event Planning, Excel, Research, Photography, Outlook, Layout, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Proofreading, Editing, Publishing
Education
University of Toronto 1991 — 1997
Hons. B.A., History & Women's Studies
George Brown College 1985 — 1996
Desktop Publishing - Graphic Design
Claudia (Martins) La Rosa's Dundee Securities Corporation Experience Syndication ManagerLoewen, Ondaatje, McCutcheon Limited1999 - 2004
Job Senior Associate, Equity Capital Markets at Dundee Securities Corporation
Industry Financial Services
Experience
Dundee Securities Corporation Syndication ManagerLoewen, Ondaatje, McCutcheon Limited1999 - 2004
Merrill Lynch Canada Ltd. 1996 - 1999
Education
King's University College 1990 — 1993
BA (Admin & Commercial Studies), Business, Economics, French
Dundee Securities Corporation Syndication ManagerLoewen, Ondaatje, McCutcheon Limited1999 - 2004
Merrill Lynch Canada Ltd. 1996 - 1999
Education
King's University College 1990 — 1993
BA (Admin & Commercial Studies), Business, Economics, French
Justin Ginetz, CFA, FCSI, CIM's Dundee Securities Corporation Experience April 2005 - April 2009
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
Paul Wint's Dundee Securities Corporation Experience November 2005 - October 2008
Job Client Administrator at IA Clarington
Industry Financial Services
Experience
IA Clarington October 2010 - Present
Manulife Securities December 2009 - October 2010
CIBC Mortgages Inc October 2008 - October 2009
Dundee Securities Corporation November 2005 - October 2008
Citigroup Inc November 2000 - October 2005
Skills
Account Reconciliation, Mutual Funds, Finance, Training, Financial Services, Process Improvement, Leadership, Management, Equities
Education
The Investment Funds Institute of
York University 1989 — 1993
Toronto School of Business
Accounting and Computers
Clarkson Secondary School
S.S.D
IA Clarington October 2010 - Present
Manulife Securities December 2009 - October 2010
CIBC Mortgages Inc October 2008 - October 2009
Dundee Securities Corporation November 2005 - October 2008
Citigroup Inc November 2000 - October 2005
Skills
Account Reconciliation, Mutual Funds, Finance, Training, Financial Services, Process Improvement, Leadership, Management, Equities
Education
The Investment Funds Institute of
York University 1989 — 1993
Toronto School of Business
Accounting and Computers
Clarkson Secondary School
S.S.D
ken browne's Dundee Securities Corporation Experience January 2002 - January 2003
Job trader at Ebb and Flow, llc
Industry Investment Banking
Experience
Ebb and Flow, llc August 2006 - Present
Ebb and Flow Trading Inc January 2004 - January 2012
Hampton Securities March 2004 - August 2006
Hampton Securities Ltd January 2003 - January 2004
Dundee Wealth March 2001 - December 2003
Dundee Securities Corporation January 2002 - January 2003
Refco Commodities Inc January 1997 - January 2001
refeco commodities 1998 - 2001
Canadian Football League January 1995 - January 1996
Skills
Trading, Derivatives, Trading Systems, Equities, Electronic Trading, Options, Risk Management, Bloomberg, Fixed Income, Portfolio Management, Technical Analysis, Financial Markets, Equity Trading, Financial Modeling, Commodity, Capital Markets, FX Options, Proprietary Trading, Financial Analysis, Equity Derivatives, Investments, Securities, Asset Managment, Hedging, Investment Banking, Hedge Funds, Foreign Exchange, FX Hedging, Foreign Currency, Futures Trading, Asset Management, Trading Strategies, Bonds, FX Trading, Financial Risk, Alternative Investments, Currency, Mutual Funds
Education
UNIVERSITY OF COLORADO 1990 — 1995
Bachelor of Arts and Science, Economics
UNIVERSITY OF COLORADO 1990 — 1995
Bachelor of Arts and Science, Sociology
University of Colorado Boulder 1990 — 1995
bs, Economics
University of Colorado Boulder 1990 — 1995
Bachelor of Arts (B.A.), Sociology
wexford collegate 1985 — 1990
willowfield and terrieview
Ebb and Flow, llc August 2006 - Present
Ebb and Flow Trading Inc January 2004 - January 2012
Hampton Securities March 2004 - August 2006
Hampton Securities Ltd January 2003 - January 2004
Dundee Wealth March 2001 - December 2003
Dundee Securities Corporation January 2002 - January 2003
Refco Commodities Inc January 1997 - January 2001
refeco commodities 1998 - 2001
Canadian Football League January 1995 - January 1996
Skills
Trading, Derivatives, Trading Systems, Equities, Electronic Trading, Options, Risk Management, Bloomberg, Fixed Income, Portfolio Management, Technical Analysis, Financial Markets, Equity Trading, Financial Modeling, Commodity, Capital Markets, FX Options, Proprietary Trading, Financial Analysis, Equity Derivatives, Investments, Securities, Asset Managment, Hedging, Investment Banking, Hedge Funds, Foreign Exchange, FX Hedging, Foreign Currency, Futures Trading, Asset Management, Trading Strategies, Bonds, FX Trading, Financial Risk, Alternative Investments, Currency, Mutual Funds
Education
UNIVERSITY OF COLORADO 1990 — 1995
Bachelor of Arts and Science, Economics
UNIVERSITY OF COLORADO 1990 — 1995
Bachelor of Arts and Science, Sociology
University of Colorado Boulder 1990 — 1995
bs, Economics
University of Colorado Boulder 1990 — 1995
Bachelor of Arts (B.A.), Sociology
wexford collegate 1985 — 1990
willowfield and terrieview
J Sandy Matheson's Dundee Securities Corporation Experience 2003 - 2007
Job investment advisor, ,Integral Wealth Securities Limited
Industry Financial Services
Experience
Integral Wealth Securities Limited March 2007 - Present
IAFP 1987 - Present
Dundee Securities Corporation 2003 - 2007
Financial Concept Group 1987 - 1998
Skills
Wealth Management, Strategic Financial..., Wealth Management..., Wealth Accumulation, Wealth, Investments, Finance, Estate Planning, Investment Strategies, Mutual Funds, Financial Planners, Retirement, High Net Worth..., Investment Advisory, Retirement Planning, Financial Planning
Education
Huron University College
BA, English literature
RFP
Integral Wealth Securities Limited March 2007 - Present
IAFP 1987 - Present
Dundee Securities Corporation 2003 - 2007
Financial Concept Group 1987 - 1998
Skills
Wealth Management, Strategic Financial..., Wealth Management..., Wealth Accumulation, Wealth, Investments, Finance, Estate Planning, Investment Strategies, Mutual Funds, Financial Planners, Retirement, High Net Worth..., Investment Advisory, Retirement Planning, Financial Planning
Education
Huron University College
BA, English literature
RFP