Dundee Wealth
Industry: Financial services company
DescriptionDundeeWealth Inc. was a Canadian financial services company, formerly a public company and subsidiary of Dundee Corporation. DundeeWealth Inc. and its advisor network were acquired by Scotiabank on February 1, 2011. Founder: Ned Goodman Founded: 1998 Headquarters: Toronto, Canada Number of employees: 1,000 Ceased operations: 2013 Parent organizations: Scotiabank, Dundee Corporation
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Dundee Wealth Employees
Employee
Years
Job
Industry
Courtney McElroy Courtney McElroy's Dundee Wealth Experience March 2006 - June 2006
Job Operations Manager at Justin Havre & Associates Remax First
Industry Real Estate
Experience
Justin Havre & Associates - Remax First October 2012 - Present
Athene Offices & Services June 2006 - July 2012
Dundee Wealth March 2006 - June 2006
Remedy Energy Services Inc. December 2005 - February 2006
Iteration Energy Inc. May 2005 - November 2005
Skills
Operations Management, Negotiation, Leadership, Event Planning, Recruiting, Strategic Planning, Contract Negotiation, Business Development, Coaching, Team Building, Training, Entrepreneurship, Business Planning, Selling, Business Strategy, Budgets, New Business Development, Sales
Education
Southern Alberta Institute of Technology / SAIT
Business Administrative Management Diploma
Justin Havre & Associates - Remax First October 2012 - Present
Athene Offices & Services June 2006 - July 2012
Dundee Wealth March 2006 - June 2006
Remedy Energy Services Inc. December 2005 - February 2006
Iteration Energy Inc. May 2005 - November 2005
Skills
Operations Management, Negotiation, Leadership, Event Planning, Recruiting, Strategic Planning, Contract Negotiation, Business Development, Coaching, Team Building, Training, Entrepreneurship, Business Planning, Selling, Business Strategy, Budgets, New Business Development, Sales
Education
Southern Alberta Institute of Technology / SAIT
Business Administrative Management Diploma
Peter Marlin Peter Marlin's Dundee Wealth Experience March 2003 - March 2009
Job I'm friendlier than I look.
Industry Financial Services
Experience
peter marlin photography December 2010 - Present
Dun and Bradstreet Canada 2012 - December 2014
Dundee Wealth March 2003 - March 2009
Edward Jones September 1996 - February 2003
Skills
Retirement Planning, Retirement, Wealth Management, Annuities, Financial Planning, Strategic Financial..., Fixed Annuities, Event Photography, Investments, Strategic Planning, Portrait Photography, Investment Advisory, Financial Services, Finance, Financial Advisory, Mutual Funds, Portfolio Management
Education
The University of Calgary 1988 — 1992
BPE, Physical Education
Lord Beaverbrook
peter marlin photography December 2010 - Present
Dun and Bradstreet Canada 2012 - December 2014
Dundee Wealth March 2003 - March 2009
Edward Jones September 1996 - February 2003
Skills
Retirement Planning, Retirement, Wealth Management, Annuities, Financial Planning, Strategic Financial..., Fixed Annuities, Event Photography, Investments, Strategic Planning, Portrait Photography, Investment Advisory, Financial Services, Finance, Financial Advisory, Mutual Funds, Portfolio Management
Education
The University of Calgary 1988 — 1992
BPE, Physical Education
Lord Beaverbrook
Gaït Marguerite Vassallo Gaït Marguerite Vassallo's Dundee Wealth Experience February 2010 - May 2010
Job Pursuing a Financial Analysis Master Degree
Industry Financial Services
Experience
Invesco Canada (Invesco Trimark) December 2011 - February 2013
Invesco Canada (Invesco Trimark) September 2010 - November 2011
Dundee Wealth February 2010 - May 2010
AIESEC January 2009 - December 2009
BMCWS May 2009 - August 2009
Skills
Mutual Funds, ETFs, Problem Solving, Analytical Abilities, Retention Strategies, Customer Service..., Conflict Resolution, Building Relationships, Translation, Leading Change, Personal Financial..., English, Analytical Skills, French, International Relations, Wealth Management, Relationship Building, Customer Service
Education
Faculté de Finance, Banque, Comptabilité 2014 — 2016
Master's Degree, International Financial Analysis, GPA 3.0
Université Panthéon Sorbonne (Paris I)
Bachelor of Laws (LLB)
HEC Montreal 2007 — 2010
Bachelor in Business Administration, Finance
Institut Stanislas Cannes 2004 — 2006
CPGE - Prepa HEC, Economy
CSI
Canadian Security Course, Investment
Invesco Canada (Invesco Trimark) December 2011 - February 2013
Invesco Canada (Invesco Trimark) September 2010 - November 2011
Dundee Wealth February 2010 - May 2010
AIESEC January 2009 - December 2009
BMCWS May 2009 - August 2009
Skills
Mutual Funds, ETFs, Problem Solving, Analytical Abilities, Retention Strategies, Customer Service..., Conflict Resolution, Building Relationships, Translation, Leading Change, Personal Financial..., English, Analytical Skills, French, International Relations, Wealth Management, Relationship Building, Customer Service
Education
Faculté de Finance, Banque, Comptabilité 2014 — 2016
Master's Degree, International Financial Analysis, GPA 3.0
Université Panthéon Sorbonne (Paris I)
Bachelor of Laws (LLB)
HEC Montreal 2007 — 2010
Bachelor in Business Administration, Finance
Institut Stanislas Cannes 2004 — 2006
CPGE - Prepa HEC, Economy
CSI
Canadian Security Course, Investment
Brendon Condon Brendon Condon's Dundee Wealth Experience May 2011 - August 2011
Job Student at University of Waterloo
Industry Government Administration
Experience
Hyper Technologies Inc May 2013 - August 2013
Bell January 2013 - April 2013
Dundee Wealth May 2011 - August 2011
Education
Fanshawe College 2013 — 2016
University of Waterloo 2010 — 2013
Hyper Technologies Inc May 2013 - August 2013
Bell January 2013 - April 2013
Dundee Wealth May 2011 - August 2011
Education
Fanshawe College 2013 — 2016
University of Waterloo 2010 — 2013
IAN LIPINSKI IAN LIPINSKI's Dundee Wealth Experience 1999 - November 2013
Job Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth 2013 - Present
HollisWealth 2013 - Present
Dundee Wealth 1999 - November 2013
Skills
Investments, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Financial Planners, Wealth, Wealth Accumulation, Investment Strategies, Estate Planning, Stocks, Wealth Management..., Asset Allocation, Financial Advisory, Life Insurance, Disability Insurance, Segregated Funds, Financial Planning, Equities
Education
U of Calgary 1983 — 1986
Commerce, Accounting
Red Deer College 1974 — 1975
BusAdminDip, Business
HollisWealth 2013 - Present
HollisWealth 2013 - Present
Dundee Wealth 1999 - November 2013
Skills
Investments, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Financial Planners, Wealth, Wealth Accumulation, Investment Strategies, Estate Planning, Stocks, Wealth Management..., Asset Allocation, Financial Advisory, Life Insurance, Disability Insurance, Segregated Funds, Financial Planning, Equities
Education
U of Calgary 1983 — 1986
Commerce, Accounting
Red Deer College 1974 — 1975
BusAdminDip, Business
Farrukh Siddique Farrukh Siddique's Dundee Wealth Experience February 2011 - July 2011
Job Tangerine Bank (Formerly ING DIRECT Canada)
Industry Computer Software
Experience
Tangerine Bank (Formerly ING DIRECT Canada) February 2015 - Present
Government of Nunavut December 2013 - February 2015
Comark Inc July 2013 - November 2013
CIBC August 2012 - June 2013
Bank of Canada August 2011 - July 2012
Dundee Wealth February 2011 - July 2011
Hydro One/Inergi March 2009 - January 2011
Bank of Montreal September 2008 - February 2009
Moneris Solutions 2007 - 2008
Skills
SDLC, Microsoft SQL Server, ETL, Databases, SQL, Requirements Analysis, Data Modeling, Business Analysis, PL/SQL, ITIL, Agile Methodologies, IT Management, Performance Tuning, Disaster Recovery, Security, Oracle
Education
Brock University 2003 — 2007
BSC, Computer Science
Tangerine Bank (Formerly ING DIRECT Canada) February 2015 - Present
Government of Nunavut December 2013 - February 2015
Comark Inc July 2013 - November 2013
CIBC August 2012 - June 2013
Bank of Canada August 2011 - July 2012
Dundee Wealth February 2011 - July 2011
Hydro One/Inergi March 2009 - January 2011
Bank of Montreal September 2008 - February 2009
Moneris Solutions 2007 - 2008
Skills
SDLC, Microsoft SQL Server, ETL, Databases, SQL, Requirements Analysis, Data Modeling, Business Analysis, PL/SQL, ITIL, Agile Methodologies, IT Management, Performance Tuning, Disaster Recovery, Security, Oracle
Education
Brock University 2003 — 2007
BSC, Computer Science
Sarah Benzinger's Dundee Wealth Experience May 2013 - August 2013
Job Strategist at OMD Canada
Industry Marketing and Advertising
Experience
OMD Canada September 2015 - Present
OMD Canada June 2014 - Present
Dundee Wealth May 2013 - August 2013
Dundee Wealth May 2012 - August 2012
Richardson GMP Limited May 2011 - August 2011
Richardson GMP Limited May 2010 - August 2010
Skills
Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Highly responsible, Multi Tasking, Investments, Accounting, Advertising, Photoshop, InDesign, Media, Consumer Insight, Critical Thinking, Strategic Thinking, Creative Problem Solving, Oral & Written..., Communication
Education
Sheridan College 2013 — 2014
Advertising Account Management, Post Graduate
University of Guelph 2009 — 2013
Bachelor of Commerce, Marketing Management
St. Mildreds Lighbourn School 2006 — 2009
OMD Canada September 2015 - Present
OMD Canada June 2014 - Present
Dundee Wealth May 2013 - August 2013
Dundee Wealth May 2012 - August 2012
Richardson GMP Limited May 2011 - August 2011
Richardson GMP Limited May 2010 - August 2010
Skills
Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Highly responsible, Multi Tasking, Investments, Accounting, Advertising, Photoshop, InDesign, Media, Consumer Insight, Critical Thinking, Strategic Thinking, Creative Problem Solving, Oral & Written..., Communication
Education
Sheridan College 2013 — 2014
Advertising Account Management, Post Graduate
University of Guelph 2009 — 2013
Bachelor of Commerce, Marketing Management
St. Mildreds Lighbourn School 2006 — 2009
Shobhita Soor's Dundee Wealth Experience May 2011 - August 2011
Job Chief Marketing Officer at Aspire Food Group
Industry Food Production
Experience
Aspire Food Group September 2013 - Present
Dundee Wealth May 2011 - August 2011
Talwar Research Lab April 2009 - September 2010
Skills
Microsoft Office, Customer Service, Research, Event Planning, French, Event Management, PowerPoint, Microsoft Excel
Education
McGill University 2010 — 2015
B.C.L./LL.B./MBA, Joint Law/Finance
McGill University 2007 — 2010
Bachelor of Science (B.Sc.), Psychology
Marianopolis College 2005 — 2007
Pure & Applied Sciences
Aspire Food Group September 2013 - Present
Dundee Wealth May 2011 - August 2011
Talwar Research Lab April 2009 - September 2010
Skills
Microsoft Office, Customer Service, Research, Event Planning, French, Event Management, PowerPoint, Microsoft Excel
Education
McGill University 2010 — 2015
B.C.L./LL.B./MBA, Joint Law/Finance
McGill University 2007 — 2010
Bachelor of Science (B.Sc.), Psychology
Marianopolis College 2005 — 2007
Pure & Applied Sciences
Shannon MacPherson Shannon MacPherson's Dundee Wealth Experience January 2010 - November 2010
Job AVP, Marketing & Communicaitons at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments January 2014 - Present
ONE Financial August 2011 - June 2013
Dundee Wealth January 2010 - November 2010
Aegon Canada January 2009 - January 2010
Fidelity Investments April 2005 - October 2008
Fidelity Investments October 1999 - April 2005
Toronto-Dominion Bank April 1998 - October 1999
Trimark Investment Management Inc. November 1997 - April 1998
Laurentian Bank, Agency Banking December 1996 - November 1997
Skills
Product Marketing, Strategic Planning, Project Management, Sales, Financial Services, Marketing Communications, Cross-functional Team..., Mutual Funds, Wealth Management
Education
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Guelph 1993 — 1996
BA, Sociology
IA Clarington Investments January 2014 - Present
ONE Financial August 2011 - June 2013
Dundee Wealth January 2010 - November 2010
Aegon Canada January 2009 - January 2010
Fidelity Investments April 2005 - October 2008
Fidelity Investments October 1999 - April 2005
Toronto-Dominion Bank April 1998 - October 1999
Trimark Investment Management Inc. November 1997 - April 1998
Laurentian Bank, Agency Banking December 1996 - November 1997
Skills
Product Marketing, Strategic Planning, Project Management, Sales, Financial Services, Marketing Communications, Cross-functional Team..., Mutual Funds, Wealth Management
Education
Canadian Securities Institute 1997 — 1998
Canadian Securities Course
University of Guelph 1993 — 1996
BA, Sociology
Vanessa Valdez Vanessa Valdez's Dundee Wealth Experience 2005 - 2006
Job Resource Management Analyst at TD
Industry Financial Services
Experience
TD May 2014 - Present
Symcor July 2012 - April 2014
Symcor February 2011 - July 2012
Symcor 2006 - 2011
Dundee Wealth 2005 - 2006
The Princeton Review 2000 - 2002
The Princeton Review 2000 - 2002
Inplex Inc 1999 - 2000
Inplex Inc 1997 - 1998
Skills
Business Analysis, Data Analysis, Risk Analysis, Reporting & Analysis, Operational Risk, Database Management, Status Reporting, Executive Reporting, Financial Reporting, Accounting, Document Management, Administration, Project Team Lead, Project Planning, Project Control, Scheduling, Calendaring, Project Coordination, Project Implementation, Project Delivery, Project Facilitation, Large Group Facilitation, Follow-up, Training & Development, Staff Training, Online Training, Technical Training, Coaching, Conference Management, Catering, Customer Service, Collaborative Working, Collaborative Problem..., MS Office Suite, MS Project, SharePoint, Sametime, WebEx, Lotus Notes, HP Openview
Education
University of Toronto 2012 — 2013
Certificate, Business Analysis
George Brown College 2000 — 2002
Certificate, Accounting
University of Toronto 1994 — 1998
Bachelor of Science, Psychology
TD May 2014 - Present
Symcor July 2012 - April 2014
Symcor February 2011 - July 2012
Symcor 2006 - 2011
Dundee Wealth 2005 - 2006
The Princeton Review 2000 - 2002
The Princeton Review 2000 - 2002
Inplex Inc 1999 - 2000
Inplex Inc 1997 - 1998
Skills
Business Analysis, Data Analysis, Risk Analysis, Reporting & Analysis, Operational Risk, Database Management, Status Reporting, Executive Reporting, Financial Reporting, Accounting, Document Management, Administration, Project Team Lead, Project Planning, Project Control, Scheduling, Calendaring, Project Coordination, Project Implementation, Project Delivery, Project Facilitation, Large Group Facilitation, Follow-up, Training & Development, Staff Training, Online Training, Technical Training, Coaching, Conference Management, Catering, Customer Service, Collaborative Working, Collaborative Problem..., MS Office Suite, MS Project, SharePoint, Sametime, WebEx, Lotus Notes, HP Openview
Education
University of Toronto 2012 — 2013
Certificate, Business Analysis
George Brown College 2000 — 2002
Certificate, Accounting
University of Toronto 1994 — 1998
Bachelor of Science, Psychology
Irshad Bangash Irshad Bangash's Dundee Wealth Experience December 2011 - May 2012
Job IT Support Analyst Hockey Night in Canada/Rogers Sportsnet
Industry Information Technology and Services
Experience
Rogers Communications February 2014 - Present
Rogers Communications November 2012 - Present
Nestlé Waters North America October 2012 - December 2012
Dundee Wealth December 2011 - May 2012
Winners 2012 - 2012
TEK Systems 2010 - 2012
Walmart September 2011 - November 2011
Ford Motor Credit Company June 2011 - August 2011
KHT Canada LP October 1989 - May 2010
KHT Canada LP October 1989 - May 2010
Skills
Active Directory, HTML, Problem Solving, Budgeting, SQL, Capturing Win 7/XP..., INFOR LN, Windows, Budgets, Image, Windows Server, Windows 7, VPN, XP, Databases, Software Documentation, VMware, Servers, Visual Basic, Microsoft SQL Server, Computer Hardware, ITIL, Network Security, Network Administration, HP, DNS, Citrix, Visio, TCP/IP, Help Desk Support, ERP, SharePoint, Troubleshooting, Integration, Microsoft Exchange, Networking, Printers, DHCP, System Administration, System Deployment, Disaster Recovery, Operating Systems, SCCM, Access, IIS, Lotus Notes, Virtualization, IT Management, Firewalls, Information Technology
Education
DeVry Institute of Technology 1983 — 1986
Bachelor, Computer Information Systems
DeVry Institute of Technology 1983 — 1986
Diploma, Computer Information Systems
Rogers Communications February 2014 - Present
Rogers Communications November 2012 - Present
Nestlé Waters North America October 2012 - December 2012
Dundee Wealth December 2011 - May 2012
Winners 2012 - 2012
TEK Systems 2010 - 2012
Walmart September 2011 - November 2011
Ford Motor Credit Company June 2011 - August 2011
KHT Canada LP October 1989 - May 2010
KHT Canada LP October 1989 - May 2010
Skills
Active Directory, HTML, Problem Solving, Budgeting, SQL, Capturing Win 7/XP..., INFOR LN, Windows, Budgets, Image, Windows Server, Windows 7, VPN, XP, Databases, Software Documentation, VMware, Servers, Visual Basic, Microsoft SQL Server, Computer Hardware, ITIL, Network Security, Network Administration, HP, DNS, Citrix, Visio, TCP/IP, Help Desk Support, ERP, SharePoint, Troubleshooting, Integration, Microsoft Exchange, Networking, Printers, DHCP, System Administration, System Deployment, Disaster Recovery, Operating Systems, SCCM, Access, IIS, Lotus Notes, Virtualization, IT Management, Firewalls, Information Technology
Education
DeVry Institute of Technology 1983 — 1986
Bachelor, Computer Information Systems
DeVry Institute of Technology 1983 — 1986
Diploma, Computer Information Systems
Marie Chantal Lauzon Marie Chantal Lauzon's Dundee Wealth Experience 1999 - 2002
Job Senior VicePresident Business Development at Horizons ETFs
Industry Investment Management
Experience
Horizons ETFs September 2012 - Present
Excel Funds Management Inc. March 2010 - September 2012
Standard Life 2006 - 2009
National Bank of Canada 2002 - 2005
Dundee Wealth 1999 - 2002
CIBC World Markets 1996 - 1999
Skills
Fluently speaking and..., Asset Managment, Business Development, Business Relationship..., Wealth Management, Investment product..., Sales Management, Strategic Partnerships
Education
CSI Global 1995 — 2014
PDO,Branch Manager,Professional Financial Planinng,CSC,RR, CIM underway
Université Laval 1987 — 1990
Bachelor's degree, Labor and Industrial Relations
Horizons ETFs September 2012 - Present
Excel Funds Management Inc. March 2010 - September 2012
Standard Life 2006 - 2009
National Bank of Canada 2002 - 2005
Dundee Wealth 1999 - 2002
CIBC World Markets 1996 - 1999
Skills
Fluently speaking and..., Asset Managment, Business Development, Business Relationship..., Wealth Management, Investment product..., Sales Management, Strategic Partnerships
Education
CSI Global 1995 — 2014
PDO,Branch Manager,Professional Financial Planinng,CSC,RR, CIM underway
Université Laval 1987 — 1990
Bachelor's degree, Labor and Industrial Relations
Brent McLellan Brent McLellan's Dundee Wealth Experience June 2001 - October 2003
Job Trading and Business Conduct Examiner chez IIROC (Investment Industry Regulatory Organization of Canada)
Industry Venture Capital & Private Equity
Experience
IIROC (Investment Industry Regulatory Organization of Canada) December 2014 - Present
IIROC (Investment Industry Regulatory Organization of Canada) September 2014 - Present
TMX Group May 2010 - August 2014
McLellan Trading November 2003 - April 2010
Dundee Wealth June 2001 - October 2003
Skills
Capital Markets, Equities, Financial Markets, Options, Trading, Derivatives, Trading Systems, Fixed Income, Bloomberg, Securities, Electronic Trading, Investments, Produits dérivés
Education
Canadian Securities Institute 2001 — 2001
CSC, Canadian Securities Course, Conduct and Practices Handbook, Trader Training Course
McGill University 1996 — 1999
Certificate, Management, Marketing
Champlain College 1990 — 1992
DEC Creative Arts
IIROC (Investment Industry Regulatory Organization of Canada) December 2014 - Present
IIROC (Investment Industry Regulatory Organization of Canada) September 2014 - Present
TMX Group May 2010 - August 2014
McLellan Trading November 2003 - April 2010
Dundee Wealth June 2001 - October 2003
Skills
Capital Markets, Equities, Financial Markets, Options, Trading, Derivatives, Trading Systems, Fixed Income, Bloomberg, Securities, Electronic Trading, Investments, Produits dérivés
Education
Canadian Securities Institute 2001 — 2001
CSC, Canadian Securities Course, Conduct and Practices Handbook, Trader Training Course
McGill University 1996 — 1999
Certificate, Management, Marketing
Champlain College 1990 — 1992
DEC Creative Arts
Henry Lum Henry Lum's Dundee Wealth Experience November 1999 - September 2013
Job Options / Derivatives
Industry Financial Services
Experience
Dundee Wealth November 1999 - September 2013
Skills
Equities, Securities, Derivatives, Capital Markets, Options, Account Reconciliation, Settlement, Financial Services, Equity Derivatives, Trading Systems, Back Office, FX Options, Middle Office, Finance, Swaps, Credit, Mutual Funds, Financial Risk, Wealth Management, Fixed Income, Bloomberg, Financial Markets, Trading
Education
Ryerson University
Marketing Management
Canadian Securites Institute
Dundee Wealth November 1999 - September 2013
Skills
Equities, Securities, Derivatives, Capital Markets, Options, Account Reconciliation, Settlement, Financial Services, Equity Derivatives, Trading Systems, Back Office, FX Options, Middle Office, Finance, Swaps, Credit, Mutual Funds, Financial Risk, Wealth Management, Fixed Income, Bloomberg, Financial Markets, Trading
Education
Ryerson University
Marketing Management
Canadian Securites Institute
Louis Groleau, CFA's Dundee Wealth Experience June 2007 - October 2007
Job District VicePresident at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Fidelity Investments November 2007 - November 2011
Dundee Wealth June 2007 - October 2007
belairdirect / ING Canada May 2004 - May 2006
Skills
Investments, Sales, Investment Advisory, Portfolio Management, Banking, Securities, Mutual Funds, Wealth Management, Finance, Asset Allocation, Equities, Retirement Planning, Investment Strategies, Financial Analysis, Asset Management, Financial Planning, Strategic Financial..., Financial Services
Education
CFA Institute 2006 — 2012
CFA
Concordia University 2006 — 2009
MBA, Investment Management
Université Laval 2003 — 2006
Baccalaureate in Business Administration, Finance
Fidelity Investments November 2011 - Present
Fidelity Investments November 2007 - November 2011
Dundee Wealth June 2007 - October 2007
belairdirect / ING Canada May 2004 - May 2006
Skills
Investments, Sales, Investment Advisory, Portfolio Management, Banking, Securities, Mutual Funds, Wealth Management, Finance, Asset Allocation, Equities, Retirement Planning, Investment Strategies, Financial Analysis, Asset Management, Financial Planning, Strategic Financial..., Financial Services
Education
CFA Institute 2006 — 2012
CFA
Concordia University 2006 — 2009
MBA, Investment Management
Université Laval 2003 — 2006
Baccalaureate in Business Administration, Finance
Jeff Greenfeld, CFP®, EPC Jeff Greenfeld, CFP®, EPC's Dundee Wealth Experience January 2005 - November 2013
Job Investment Advisor/CERTIFIED FINANCIAL PLANNER® at Greenfeld Financial Management of HollisWealth
Industry Financial Services
Experience
Greenfeld Financial Management of HollisWealth November 2013 - Present
Dundee Wealth January 2005 - November 2013
Investors Group Financial Services Inc. March 1994 - December 2004
Skills
Investments, Strategic Financial..., Insurance, Financial Planners, Finance, Mutual Funds, Retirement Planning, Financial Advisory, Wealth, Bonds, Investment Advisory, Asset Allocation, Estate Planning, Personal Income Tax..., Wealth Management, Investment Strategies, Securities, Retirement, Financial Planning, Customer Oriented, Elder Care, Real Estate investing, Social Media, Residential Investment..., Residential Rental...
Education
University of Manitoba
Science
Greenfeld Financial Management of HollisWealth November 2013 - Present
Dundee Wealth January 2005 - November 2013
Investors Group Financial Services Inc. March 1994 - December 2004
Skills
Investments, Strategic Financial..., Insurance, Financial Planners, Finance, Mutual Funds, Retirement Planning, Financial Advisory, Wealth, Bonds, Investment Advisory, Asset Allocation, Estate Planning, Personal Income Tax..., Wealth Management, Investment Strategies, Securities, Retirement, Financial Planning, Customer Oriented, Elder Care, Real Estate investing, Social Media, Residential Investment..., Residential Rental...
Education
University of Manitoba
Science
Aziz Mahomed Aziz Mahomed's Dundee Wealth Experience 2006 - 2007
Job IT Professional
Industry Information Technology and Services
Experience
TD July 2015 - Present
Canaccord Genuity Group Inc. January 2015 - June 2015
CIBC May 2014 - December 2014
BMO Capital Markets August 2008 - March 2014
Bank of Montreal October 2007 - August 2008
Dundee Wealth 2006 - 2007
CIBC World Markets 2005 - 2005
ADP 2004 - 2005
Triversity 2000 - 2002
Symantec 1997 - 2000
Skills
SDLC, Quality Assurance, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, User Acceptance Testing, Leadership, Agile Methodologies, Integration, CRM, Vendor Management, Business Intelligence, Software Project..., Visio, Negotiation, Research, Equity Research
Education
Massachusetts Institute of Technology 1999 — 2000
Centennial College 1994 — 1997
Accounting and Financial Management 3 Year Diploma with Honours
Certified General Accountants Association of Ontario
Winston Churchill C.I.
TD July 2015 - Present
Canaccord Genuity Group Inc. January 2015 - June 2015
CIBC May 2014 - December 2014
BMO Capital Markets August 2008 - March 2014
Bank of Montreal October 2007 - August 2008
Dundee Wealth 2006 - 2007
CIBC World Markets 2005 - 2005
ADP 2004 - 2005
Triversity 2000 - 2002
Symantec 1997 - 2000
Skills
SDLC, Quality Assurance, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, User Acceptance Testing, Leadership, Agile Methodologies, Integration, CRM, Vendor Management, Business Intelligence, Software Project..., Visio, Negotiation, Research, Equity Research
Education
Massachusetts Institute of Technology 1999 — 2000
Centennial College 1994 — 1997
Accounting and Financial Management 3 Year Diploma with Honours
Certified General Accountants Association of Ontario
Winston Churchill C.I.
Simon Hartropp Simon Hartropp's Dundee Wealth Experience 1993 - 2010
Job Lay Reader at Anglican Diocese of Montreal
Industry Aviation & Aerospace
Experience
Scouts Canada June 2011 - Present
Church of the Resurrection, Valois, Pointe-Claire February 2010 - Present
Pratt & Whitney Canada December 2002 - Present
MSS Canada June 2000 - Present
Anglican Diocese of Montreal November 1996 - Present
Travelsmart / Drive I-95 1992 - Present
Dundee Wealth 1993 - 2010
Bombardier Aerospace October 1997 - November 2002
Skills
Team Leadership, Engineering, Aerospace, PowerPlant, Program Management, Testing, Systems Engineering, Public Speaking, MS Project, Project Planning, Aircraft, Process Improvement, Microsoft Office, Engineering Management, Strategic Planning, Project Management, Customer Service, Manufacturing, Six Sigma, Continuous Improvement, Microsoft Project
Education
Swansea University 1974 — 1977
BSc, Materials Science & Technology
Scouts Canada June 2011 - Present
Church of the Resurrection, Valois, Pointe-Claire February 2010 - Present
Pratt & Whitney Canada December 2002 - Present
MSS Canada June 2000 - Present
Anglican Diocese of Montreal November 1996 - Present
Travelsmart / Drive I-95 1992 - Present
Dundee Wealth 1993 - 2010
Bombardier Aerospace October 1997 - November 2002
Skills
Team Leadership, Engineering, Aerospace, PowerPlant, Program Management, Testing, Systems Engineering, Public Speaking, MS Project, Project Planning, Aircraft, Process Improvement, Microsoft Office, Engineering Management, Strategic Planning, Project Management, Customer Service, Manufacturing, Six Sigma, Continuous Improvement, Microsoft Project
Education
Swansea University 1974 — 1977
BSc, Materials Science & Technology
Beverley Cheng Beverley Cheng's Dundee Wealth Experience May 2011 - September 2011
Job Associate Underwriter at Northbridge Insurance
Industry Insurance
Experience
Northbridge Insurance May 2013 - Present
Sauder Bootcamp October 2012 - March 2013
Live Out There Inc. May 2012 - March 2013
JOEY Restaurant Group April 2010 - September 2012
Dundee Wealth May 2011 - September 2011
Skills
Time Management, Social Media, Teamwork, Web Design, Online Marketing, Marketing, Microsoft Excel, Customer Service, Social Media Marketing, Market Research, Team Leadership, PowerPoint, Research, Event Planning, Microsoft Office, Event Management, Public Speaking
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce, Finance
IE (Instituto de Empresa)
Northbridge Insurance May 2013 - Present
Sauder Bootcamp October 2012 - March 2013
Live Out There Inc. May 2012 - March 2013
JOEY Restaurant Group April 2010 - September 2012
Dundee Wealth May 2011 - September 2011
Skills
Time Management, Social Media, Teamwork, Web Design, Online Marketing, Marketing, Microsoft Excel, Customer Service, Social Media Marketing, Market Research, Team Leadership, PowerPoint, Research, Event Planning, Microsoft Office, Event Management, Public Speaking
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce, Finance
IE (Instituto de Empresa)
Eileen Path Eileen Path's Dundee Wealth Experience September 1990 - January 2005
Job Owner/Manager at Freedompath Centre
Industry Health, Wellness and Fitness
Experience
Freedompath Centre May 2005 - Present
Rosepath Inc. June 1992 - May 2005
Dundee Wealth September 1990 - January 2005
Skills
Life Coaching, Entrepreneurship, Motivational Speaking, Holistic Health, Teaching, Creative Writing, Music Industry, Mindfulness Meditation, International Sales, Retreat Leader, Web Authoring, Adventure Travel, Shamanism, Women's Studies, National Association of..., Financial Services, New Business Development, Strategic Consulting
Education
Centennial College
Senator O'Connor College School
Freedompath Centre May 2005 - Present
Rosepath Inc. June 1992 - May 2005
Dundee Wealth September 1990 - January 2005
Skills
Life Coaching, Entrepreneurship, Motivational Speaking, Holistic Health, Teaching, Creative Writing, Music Industry, Mindfulness Meditation, International Sales, Retreat Leader, Web Authoring, Adventure Travel, Shamanism, Women's Studies, National Association of..., Financial Services, New Business Development, Strategic Consulting
Education
Centennial College
Senator O'Connor College School
Kristy Kutev Kristy Kutev's Dundee Wealth Experience May 2011 - 2011
Job Investment Banking Analyst at TD Securities
Industry Financial Services
Experience
TD Securities September 2013 - Present
National Bank Financial May 2012 - August 2012
Dundee Wealth May 2011 - 2011
JKA Architect January 2008 - 2011
Vancouver Coastal Health February 2006 - 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Quantitative Analytics, Investments, Corporate Finance, Economics, Valuation, PowerPoint, Investment Banking, Microsoft Office, Time Management, Teamwork, Microsoft Excel, Customer Service
Education
Sauder School of Business, University of British Columbia 2009 — 2013
Bachelor of Commerce (Honours), Finance
HEC Paris 2013 — 2013
International Exchange Program
TD Securities September 2013 - Present
National Bank Financial May 2012 - August 2012
Dundee Wealth May 2011 - 2011
JKA Architect January 2008 - 2011
Vancouver Coastal Health February 2006 - 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Quantitative Analytics, Investments, Corporate Finance, Economics, Valuation, PowerPoint, Investment Banking, Microsoft Office, Time Management, Teamwork, Microsoft Excel, Customer Service
Education
Sauder School of Business, University of British Columbia 2009 — 2013
Bachelor of Commerce (Honours), Finance
HEC Paris 2013 — 2013
International Exchange Program
William Lawrence William Lawrence's Dundee Wealth Experience 2007 - 2011
Job CEO WealthManager.com
Industry Financial Services
Experience
WealthManager.com January 2013 - Present
Vuru.co February 2014 - Present
iWealthGroup 2011 - Present
Dundee Wealth 2007 - 2011
LC infosystems 2003 - 2007
FundingPlus 1997 - 2003
Unilever 1993 - 1997
Skills
Wealth Management, Investments, Wealth Management..., Entrepreneurship, Personal Finance, Investment Banking, Networking, Banking, Wealth, Treasury Management, wealth manager, FinTech, Venture Financing, Economists, Technology, PHP Applications, MySQL, Project Management, E-commerce
Education
Humber College 2005 — 2006
Advanced Web Development for E-commerce, Web/Multimedia Management and Webmaster
York University
Bachelor's degree, Economics
WealthManager.com January 2013 - Present
Vuru.co February 2014 - Present
iWealthGroup 2011 - Present
Dundee Wealth 2007 - 2011
LC infosystems 2003 - 2007
FundingPlus 1997 - 2003
Unilever 1993 - 1997
Skills
Wealth Management, Investments, Wealth Management..., Entrepreneurship, Personal Finance, Investment Banking, Networking, Banking, Wealth, Treasury Management, wealth manager, FinTech, Venture Financing, Economists, Technology, PHP Applications, MySQL, Project Management, E-commerce
Education
Humber College 2005 — 2006
Advanced Web Development for E-commerce, Web/Multimedia Management and Webmaster
York University
Bachelor's degree, Economics
Rick Massana Rick Massana's Dundee Wealth Experience November 2011 - August 2013
Job .
Industry Financial Services
Experience
Dundee Wealth November 2011 - August 2013
FMA Congresses March 2009 - December 2011
Manulife Financial December 2007 - March 2009
Skills
Strategic Planning, Negotiation, Customer Service, Team Leadership, New Business Development, Event Planning, Business Development, Event Management, Project Management, Sales Management, Account Management, Microsoft Office, Management, Social Media Marketing, Social Networking, Marketing Strategy
Education
Concordia University
Dundee Wealth November 2011 - August 2013
FMA Congresses March 2009 - December 2011
Manulife Financial December 2007 - March 2009
Skills
Strategic Planning, Negotiation, Customer Service, Team Leadership, New Business Development, Event Planning, Business Development, Event Management, Project Management, Sales Management, Account Management, Microsoft Office, Management, Social Media Marketing, Social Networking, Marketing Strategy
Education
Concordia University
Pushpa Shivanthan Pushpa Shivanthan's Dundee Wealth Experience 2004 - 2010
Job Manager, Business Processing at Keybase Financial Group
Industry Financial Services
Experience
Keybase Financial Group September 2011 - Present
Dundee Wealth 2004 - 2010
Dundee Wealth June 1996 - October 2004
Skills
Wealth Management, Business Analysis, Mutual Funds, Securities, Investments, Finance, Strategic Financial..., Account Reconciliation, Insurance, Retirement Planning
Education
Australian Computer Society
Diploma in Computing, Computer Concepts, Programming Techniques, System Analysis & Design, Database Management
CSI
Certification in Canadian Securities
Seneca College of Applied Arts and Technology
Diploma in Information Processing, Business Applications, Accounting
Keybase Financial Group September 2011 - Present
Dundee Wealth 2004 - 2010
Dundee Wealth June 1996 - October 2004
Skills
Wealth Management, Business Analysis, Mutual Funds, Securities, Investments, Finance, Strategic Financial..., Account Reconciliation, Insurance, Retirement Planning
Education
Australian Computer Society
Diploma in Computing, Computer Concepts, Programming Techniques, System Analysis & Design, Database Management
CSI
Certification in Canadian Securities
Seneca College of Applied Arts and Technology
Diploma in Information Processing, Business Applications, Accounting
Duston Sobers Duston Sobers's Dundee Wealth Experience September 2005 - September 2009
Job Looking for a career position in Insurance real estate Home Inspection
Industry Insurance
Experience
SAP Canada Inc. August 2010 - December 2010
SAP Canada Inc August 2010 - December 2010
Dundee Wealth September 2005 - September 2009
2005 - 2005 Consolidated Aviation Fueling Toronto Limited March 2005 - August 2005
2003 -2004Telus Mobility November 2003 - September 2004
Thomson Kernaghan & Co. Limited 2001 - 2002
Assante Advisory Services January 1998 - January 2000
The City of Scarborough Parks & Recreations April 1990 - September 1995
Skills
Investments, Microsoft Office, Mutual Funds, Software Documentation, Customer Service, Training, Management
Education
Seneca College of Applied Arts and Technology 1990 — 1993
Civil Eng Tech
George Brown College
Seneca College
Civil Engineering Technology Diploma
Seneca College
SAP Canada Inc. August 2010 - December 2010
SAP Canada Inc August 2010 - December 2010
Dundee Wealth September 2005 - September 2009
2005 - 2005 Consolidated Aviation Fueling Toronto Limited March 2005 - August 2005
2003 -2004Telus Mobility November 2003 - September 2004
Thomson Kernaghan & Co. Limited 2001 - 2002
Assante Advisory Services January 1998 - January 2000
The City of Scarborough Parks & Recreations April 1990 - September 1995
Skills
Investments, Microsoft Office, Mutual Funds, Software Documentation, Customer Service, Training, Management
Education
Seneca College of Applied Arts and Technology 1990 — 1993
Civil Eng Tech
George Brown College
Seneca College
Civil Engineering Technology Diploma
Seneca College
Deepen Rahut Chhetri Deepen Rahut Chhetri's Dundee Wealth Experience 2011 - Present
Job Assistant to Investment Advisor at Dundee Wealth
Industry Banking
Experience
Dundee Wealth 2011 - Present
Nepal Rastra Bank 2010 - September 2011
Nepal Rastra Bank January 2005 - January 2010
Nepal Rastra Bank January 1997 - January 2005
Skills
Commercial Banking, Credit, Corporate Finance, Banking, Microsoft Word, Access, Investments, Equities, Financial Services, Mutual Funds, Risk Management, Portfolio Management, Financial Analysis, Accounting, Analysis, Strategy
Education
Ryerson University
Business Law, Taxation
Tribhuvan University
MBA
Tribhuvan University
Bachelors, Science
Dundee Wealth 2011 - Present
Nepal Rastra Bank 2010 - September 2011
Nepal Rastra Bank January 2005 - January 2010
Nepal Rastra Bank January 1997 - January 2005
Skills
Commercial Banking, Credit, Corporate Finance, Banking, Microsoft Word, Access, Investments, Equities, Financial Services, Mutual Funds, Risk Management, Portfolio Management, Financial Analysis, Accounting, Analysis, Strategy
Education
Ryerson University
Business Law, Taxation
Tribhuvan University
MBA
Tribhuvan University
Bachelors, Science
Vera Trevisanello Vera Trevisanello's Dundee Wealth Experience April 2007 - April 2009
Job Professional Training & Coaching Professional
Industry Professional Training & Coaching
Experience
Dundee Wealth April 2007 - April 2009
Telus Mobility September 2004 - April 2007
Centennial College April 2001 - April 2004
Education
Durham College 1994 — 1997
Diploma, Human Resources Management, Business Administration
Dundee Wealth April 2007 - April 2009
Telus Mobility September 2004 - April 2007
Centennial College April 2001 - April 2004
Education
Durham College 1994 — 1997
Diploma, Human Resources Management, Business Administration
Mike Abittan Mike Abittan's Dundee Wealth Experience February 2011 - August 2011
Job Property Manager
Industry Real Estate
Experience
Bassé Frères Alimentation August 2013 - August 2014
Handlex May 2009 - November 2012
Dundee Wealth February 2011 - August 2011
Skills
Customer Service, Sales, Marketing
Education
Concordia University 2007 — 2010
Bachelor of Commerce, Finance
Bassé Frères Alimentation August 2013 - August 2014
Handlex May 2009 - November 2012
Dundee Wealth February 2011 - August 2011
Skills
Customer Service, Sales, Marketing
Education
Concordia University 2007 — 2010
Bachelor of Commerce, Finance
Phil LeBlanc Phil LeBlanc's Dundee Wealth Experience 2005 - 2006
Job Business Development Manager at WiseTech Global
Industry Information Technology and Services
Experience
WiseTech Global October 2014 - Present
InFlight Corporation November 2010 - September 2014
The Business & Technology Resource Group (BTRG) November 2010 - March 2013
N-able Technologies January 2010 - October 2010
Millennium CreditRisk Management Ltd February 2009 - December 2009
Dell Canada 2006 - 2008
Dundee Wealth 2005 - 2006
Investors Group 2003 - 2004
Skills
Integration, Logistics Execution, International Logistics, Enterprise Software, Solution Selling, Salesforce.com, SharePoint, SaaS, PeopleSoft, Business Analysis, Management, ERP, Strategy, Business Process..., Professional Services, Leadership, Data Conversion, Business Intelligence, Business Process, IT Strategy, Business Development, Software Industry, Customs Brokerage, Financials, Logistics, Freight Forwarding, Cloud Computing, Resource Management, Requirements Analysis, Management Consulting, Vendor Management, Software Implementation, Program Management, Pre-sales, PMO, Sales Process, Business Process Design, Process Improvement, SDLC, Enterprise Architecture, CRM, PMP, Requirements Gathering, Consulting, Team Leadership, Oracle Applications, Software Project..., Business Alliances, Data Warehousing, Crystal Reports
Education
University of Ottawa / Université d'Ottawa
Business
University of Moncton
Finance
WiseTech Global October 2014 - Present
InFlight Corporation November 2010 - September 2014
The Business & Technology Resource Group (BTRG) November 2010 - March 2013
N-able Technologies January 2010 - October 2010
Millennium CreditRisk Management Ltd February 2009 - December 2009
Dell Canada 2006 - 2008
Dundee Wealth 2005 - 2006
Investors Group 2003 - 2004
Skills
Integration, Logistics Execution, International Logistics, Enterprise Software, Solution Selling, Salesforce.com, SharePoint, SaaS, PeopleSoft, Business Analysis, Management, ERP, Strategy, Business Process..., Professional Services, Leadership, Data Conversion, Business Intelligence, Business Process, IT Strategy, Business Development, Software Industry, Customs Brokerage, Financials, Logistics, Freight Forwarding, Cloud Computing, Resource Management, Requirements Analysis, Management Consulting, Vendor Management, Software Implementation, Program Management, Pre-sales, PMO, Sales Process, Business Process Design, Process Improvement, SDLC, Enterprise Architecture, CRM, PMP, Requirements Gathering, Consulting, Team Leadership, Oracle Applications, Software Project..., Business Alliances, Data Warehousing, Crystal Reports
Education
University of Ottawa / Université d'Ottawa
Business
University of Moncton
Finance
Ned Dimitrov Ned Dimitrov's Dundee Wealth Experience 2012 - 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2013 - Present
Dundee Wealth 2012 - 2013
Manulife Financial March 2011 - August 2012
Royal Bank of Canada 2010 - 2011
Desjardins Securities 2010 - 2010
Raiffeisen Bank 2005 - 2007
Skills
Securities, Portfolio Management, Capital Markets, Investments, Banking, Loans, Credit, Finance, Financial Analysis, Financial Services, Mutual Funds, Risk Management
Education
McGill University 2009 — 2010
Graduate Diploma, Finance and Treasury
Edward Jones November 2013 - Present
Dundee Wealth 2012 - 2013
Manulife Financial March 2011 - August 2012
Royal Bank of Canada 2010 - 2011
Desjardins Securities 2010 - 2010
Raiffeisen Bank 2005 - 2007
Skills
Securities, Portfolio Management, Capital Markets, Investments, Banking, Loans, Credit, Finance, Financial Analysis, Financial Services, Mutual Funds, Risk Management
Education
McGill University 2009 — 2010
Graduate Diploma, Finance and Treasury
Allison Ungvarsky Allison Ungvarsky's Dundee Wealth Experience April 2004 - September 2007
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
Giacomina Schiralli's Dundee Wealth Experience May 2004 - September 2006
Job Regional Coordinator, Quebec, Ottawa & Atlantic Regions
Industry Insurance
Experience
RBC Insurance June 2015 - Present
TJX Canada/Winners Merchants International L.P. May 2013 - June 2015
Standard Life February 2011 - May 2013
RBC September 2006 - April 2008
RBC Bank May 2006 - September 2006
Dundee Wealth May 2004 - September 2006
Skills
Customer Experience, Customer Service, Account Management, Event Planning, Microsoft Office, Team Leadership, Meticulous, Goal Oriented, Committed to..., Recruiting, Bilingual, Mutual Funds, Banking, Investments, Financial Services, Customer Satisfaction, Coaching, Retirement Planning, Management, Retail Banking, Building Relationships, Insurance, Sales
Education
CSI 2014 — 2015
Mutual Funds License (Investment Funds in Canada)
JFK Business Career Center 1998 — 1999
Accounting, Accounting
Canadian Securities Institute
Investment Funds in Canada
Dawson College
Windows & Microsoft Office
RBC Insurance June 2015 - Present
TJX Canada/Winners Merchants International L.P. May 2013 - June 2015
Standard Life February 2011 - May 2013
RBC September 2006 - April 2008
RBC Bank May 2006 - September 2006
Dundee Wealth May 2004 - September 2006
Skills
Customer Experience, Customer Service, Account Management, Event Planning, Microsoft Office, Team Leadership, Meticulous, Goal Oriented, Committed to..., Recruiting, Bilingual, Mutual Funds, Banking, Investments, Financial Services, Customer Satisfaction, Coaching, Retirement Planning, Management, Retail Banking, Building Relationships, Insurance, Sales
Education
CSI 2014 — 2015
Mutual Funds License (Investment Funds in Canada)
JFK Business Career Center 1998 — 1999
Accounting, Accounting
Canadian Securities Institute
Investment Funds in Canada
Dawson College
Windows & Microsoft Office
Jimmy Xie's Dundee Wealth Experience October 2009 - December 2009
Job Analytics Manager at Inflection
Industry Internet
Experience
Inflection July 2014 - Present
Capital One July 2013 - July 2014
McGill Investment Club April 2012 - April 2013
Desautels Capital Management September 2011 - April 2013
Tortus Capital March 2012 - April 2012
RDA Capital January 2012 - April 2012
Manulife Financial May 2011 - August 2011
CIBC June 2010 - August 2010
Tandem Live September 2009 - February 2010
Dundee Wealth October 2009 - December 2009
Skills
Microsoft Excel, Matlab, Bloomberg Terminal, Finance, Java, PowerPoint, Excel, Capital IQ, SQL, SAS programming, Teradata, Red Hat Linux, Cron, Unix, Python, Word, Google API, HTML, Photoshop, Illustrator, EIKON, Google Adwords, Bing API, CART, TreeNet, Microsoft SQL Server, Financial Modeling, Financial Analysis, Data Analysis, Analytics, Analysis, Valuation, Microsoft Word
Education
McGill University 2009 — 2013
Bachelor of Commerce (BCom), Honours Investment Management, 3.82
University of Toronto Schools 2003 — 2009
High School Diploma, Mathematics, 95
Inflection July 2014 - Present
Capital One July 2013 - July 2014
McGill Investment Club April 2012 - April 2013
Desautels Capital Management September 2011 - April 2013
Tortus Capital March 2012 - April 2012
RDA Capital January 2012 - April 2012
Manulife Financial May 2011 - August 2011
CIBC June 2010 - August 2010
Tandem Live September 2009 - February 2010
Dundee Wealth October 2009 - December 2009
Skills
Microsoft Excel, Matlab, Bloomberg Terminal, Finance, Java, PowerPoint, Excel, Capital IQ, SQL, SAS programming, Teradata, Red Hat Linux, Cron, Unix, Python, Word, Google API, HTML, Photoshop, Illustrator, EIKON, Google Adwords, Bing API, CART, TreeNet, Microsoft SQL Server, Financial Modeling, Financial Analysis, Data Analysis, Analytics, Analysis, Valuation, Microsoft Word
Education
McGill University 2009 — 2013
Bachelor of Commerce (BCom), Honours Investment Management, 3.82
University of Toronto Schools 2003 — 2009
High School Diploma, Mathematics, 95
Brock Wilimek's Dundee Wealth Experience 2002 - 2005
Job Wealth Builder and Risk Manager
Industry Financial Services
Experience
Ontario Blue Jays August 2011 - Present
Freedom 55 Financial April 2008 - Present
Freedom 55 Financial April 2008 - Present
Advocis Toronto January 2010 - December 2010
Carnival Cruise Lines May 2007 - February 2008
Toronto Marlies 2005 - 2005
Dundee Wealth 2002 - 2005
Ryerson University - School of Retail Management 2001 - 2005
Skills
Financial Coaching, Succession Planning, Budgets, Key Person Insurance, Mortgage Insurance, Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Leadership, Financial Services, Small Business, Wealth, Critical Illness, Life Insurance, Estate Planning, Employee Benefits, Disability Insurance, Financial Planners, Retirement, Mutual Funds, Investment Strategies, Risk Management, Term Life Insurance, Fixed Annuities, Insurance, Investment Advisory, Long-term Care, Investments, Pensions, Personal Finance, Personal Financial..., Asset Allocation, Finance, Financial Planning
Education
Middlesex University 2005 — 2005
International Exchange, Marketing, Project Management, Business Administration
Ryerson University 2002 — 2005
Bachelor of Commerce, Retail Management
Concordia University 2001 — 2002
Sociology
Innisdale Secondary School
Ontario Blue Jays August 2011 - Present
Freedom 55 Financial April 2008 - Present
Freedom 55 Financial April 2008 - Present
Advocis Toronto January 2010 - December 2010
Carnival Cruise Lines May 2007 - February 2008
Toronto Marlies 2005 - 2005
Dundee Wealth 2002 - 2005
Ryerson University - School of Retail Management 2001 - 2005
Skills
Financial Coaching, Succession Planning, Budgets, Key Person Insurance, Mortgage Insurance, Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Leadership, Financial Services, Small Business, Wealth, Critical Illness, Life Insurance, Estate Planning, Employee Benefits, Disability Insurance, Financial Planners, Retirement, Mutual Funds, Investment Strategies, Risk Management, Term Life Insurance, Fixed Annuities, Insurance, Investment Advisory, Long-term Care, Investments, Pensions, Personal Finance, Personal Financial..., Asset Allocation, Finance, Financial Planning
Education
Middlesex University 2005 — 2005
International Exchange, Marketing, Project Management, Business Administration
Ryerson University 2002 — 2005
Bachelor of Commerce, Retail Management
Concordia University 2001 — 2002
Sociology
Innisdale Secondary School
Jason Bedasse's Dundee Wealth Experience August 2010 - February 2012
Job Principal at PCH Holdings Group, LLC
Industry Venture Capital & Private Equity
Experience
PCH Holdings Group, LLC June 2014 - Present
Jacob Securities Inc. August 2013 - June 2014
Bedasse Racing LLC March 2013 - March 2014
Tallawah Merchant Bank May 2012 - July 2013
Dundee Wealth August 2010 - February 2012
Union Securities May 2008 - July 2010
Skills
Investments, Equities, Capital Markets, Securities, Investment Banking, Hedge Funds, Trading, Entrepreneurship, Equity Research, Financial Markets, Alternative Investments, Mergers & Acquisitions, Strategy, Private Equity, Financial Modeling, Corporate Finance, Investment Advisory, Financial Analysis, Equity Trading, Electronic Trading, Fundraising
Education
Western University 1996 — 1999
Fanshawe College 1994 — 1996
Business - Marketing
PCH Holdings Group, LLC June 2014 - Present
Jacob Securities Inc. August 2013 - June 2014
Bedasse Racing LLC March 2013 - March 2014
Tallawah Merchant Bank May 2012 - July 2013
Dundee Wealth August 2010 - February 2012
Union Securities May 2008 - July 2010
Skills
Investments, Equities, Capital Markets, Securities, Investment Banking, Hedge Funds, Trading, Entrepreneurship, Equity Research, Financial Markets, Alternative Investments, Mergers & Acquisitions, Strategy, Private Equity, Financial Modeling, Corporate Finance, Investment Advisory, Financial Analysis, Equity Trading, Electronic Trading, Fundraising
Education
Western University 1996 — 1999
Fanshawe College 1994 — 1996
Business - Marketing
Danila Zeneli Danila Zeneli's Dundee Wealth Experience June 2010 - August 2010
Job Marketing Management Postgraduate Student at Humber College (ITAL)
Industry Marketing and Advertising
Experience
Dynamic Funds September 2011 - May 2014
Dundee Wealth June 2010 - August 2010
Dundee Wealth June 2008 - August 2008
Skills
Time Management, Teamwork, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Research, Outlook, Social Media, Microsoft Word, PowerPoint, Analysis, Financial Analysis, Finance, Marketing, Social Media Marketing, Marketing Management, Communication, Leadership, Problem Solving, Project Management, Organizational &...
Education
Humber College 2014 — 2015
Postgraduate Certificate, Marketing Management
McMaster University 2007 — 2011
Commerce
Markham District High School 2003 — 2007
Dynamic Funds September 2011 - May 2014
Dundee Wealth June 2010 - August 2010
Dundee Wealth June 2008 - August 2008
Skills
Time Management, Teamwork, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Research, Outlook, Social Media, Microsoft Word, PowerPoint, Analysis, Financial Analysis, Finance, Marketing, Social Media Marketing, Marketing Management, Communication, Leadership, Problem Solving, Project Management, Organizational &...
Education
Humber College 2014 — 2015
Postgraduate Certificate, Marketing Management
McMaster University 2007 — 2011
Commerce
Markham District High School 2003 — 2007
Samuel Conway Samuel Conway's Dundee Wealth Experience April 2011 - August 2011
Job Analytical individual looking for an opportunity to leverage my skills and experience in a project oriented position
Industry Investment Management
Experience
George & Bell Consulting November 2014 - February 2015
BFL CEDA LP April 2013 - September 2014
WorkSafeBC May 2012 - September 2012
Statistics Canada May 2011 - August 2011
Dundee Wealth April 2011 - August 2011
Skills
Customer Service, Problem Solving, Analysis, Microsoft Office, Microsoft Word, Quality Control, Microsoft Excel, Teamwork, Document Management
Education
The University of British Columbia 2008 — 2012
Bachelor of Commerce (B.Com.), Finance
Norges Handelshøyskole / Norwegian School of Economics and Business Administration (NHH) 2011 — 2011
Study Abroad Semester
George & Bell Consulting November 2014 - February 2015
BFL CEDA LP April 2013 - September 2014
WorkSafeBC May 2012 - September 2012
Statistics Canada May 2011 - August 2011
Dundee Wealth April 2011 - August 2011
Skills
Customer Service, Problem Solving, Analysis, Microsoft Office, Microsoft Word, Quality Control, Microsoft Excel, Teamwork, Document Management
Education
The University of British Columbia 2008 — 2012
Bachelor of Commerce (B.Com.), Finance
Norges Handelshøyskole / Norwegian School of Economics and Business Administration (NHH) 2011 — 2011
Study Abroad Semester
Enrique Franklin Enrique Franklin's Dundee Wealth Experience July 2006 - December 2008
Job Director, Expense Management and Performance Metrics at Scotiabank
Industry Banking
Experience
Scotiabank February 2015 - Present
Scotiabank February 2013 - February 2015
Scotiabank June 2011 - February 2013
Scotiabank August 2010 - June 2011
Canadian Tire January 2009 - July 2010
Dundee Wealth July 2006 - December 2008
Skills
Financial Services, Retail, Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Credit, Financial Reporting, Accounting, Business Analysis, Credit Risk, Corporate Finance, Finance, Strategic Planning, Wealth Management, Portfolio Management, Mutual Funds, Business Strategy, Managerial Finance, Investments
Education
Wilfrid Laurier University 2008 — 2011
MBA, Finance
CMA Ontario 2008 — 2011
CMA, Accounting
Ryerson University 2002 — 2006
BComm, Information Technology Management
Scotiabank February 2015 - Present
Scotiabank February 2013 - February 2015
Scotiabank June 2011 - February 2013
Scotiabank August 2010 - June 2011
Canadian Tire January 2009 - July 2010
Dundee Wealth July 2006 - December 2008
Skills
Financial Services, Retail, Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Credit, Financial Reporting, Accounting, Business Analysis, Credit Risk, Corporate Finance, Finance, Strategic Planning, Wealth Management, Portfolio Management, Mutual Funds, Business Strategy, Managerial Finance, Investments
Education
Wilfrid Laurier University 2008 — 2011
MBA, Finance
CMA Ontario 2008 — 2011
CMA, Accounting
Ryerson University 2002 — 2006
BComm, Information Technology Management
Joel Rashcovsky Joel Rashcovsky's Dundee Wealth Experience January 2011 - March 2014
Job Cofounder at Especially for Her
Industry Apparel & Fashion
Experience
Especially for Her July 2014 - Present
Dundee Wealth January 2011 - March 2014
Bank of Montreal January 2009 - January 2011
Title trading August 2007 - November 2008
Skills
Investments, Mutual Funds, Financial Analysis, Portfolio Management, Strategic Financial..., Financial Modeling, Derivatives, Risk Management, Accounting, Microsoft Excel, Bloomberg, Equities, Fashion, Apparel, Wholesale, Retail, Retail Sales, Online Advertising, Online Marketing, Online Retail, Inventory Management, Inventory Control, Inventory Analysis, Wholesale Purchasing
Education
Concordia University 2001 — 2004
Bachelor of Commerce (BCom), Finance
Marianopolis College 1999 — 2001
Diploma of Collegial Studies (DCS/DEC), Commerce
Especially for Her July 2014 - Present
Dundee Wealth January 2011 - March 2014
Bank of Montreal January 2009 - January 2011
Title trading August 2007 - November 2008
Skills
Investments, Mutual Funds, Financial Analysis, Portfolio Management, Strategic Financial..., Financial Modeling, Derivatives, Risk Management, Accounting, Microsoft Excel, Bloomberg, Equities, Fashion, Apparel, Wholesale, Retail, Retail Sales, Online Advertising, Online Marketing, Online Retail, Inventory Management, Inventory Control, Inventory Analysis, Wholesale Purchasing
Education
Concordia University 2001 — 2004
Bachelor of Commerce (BCom), Finance
Marianopolis College 1999 — 2001
Diploma of Collegial Studies (DCS/DEC), Commerce
Royce Yadav Royce Yadav's Dundee Wealth Experience January 2012 - July 2012
Job Instructor at Humber College
Industry Internet
Experience
Humber College May 2006 - Present
Arden Royce Ltd. June 2006 - Present
Dundee Wealth January 2012 - July 2012
Microsoft June 2006 - January 2012
Refco 2005 - 2006
Skills
Web Design, Web Development, HTML 5, CSS3, jQuery, JavaScript, Photoshop, Mobile Design, Mobile Applications, Flash, Project Management, User Interface Design, User Experience, ActionScript, Fine Art, Front-end, Graphic Design, Social Media Marketing, Social Media, Typography, Twitter, Facebook, E-Learning, Instructional Design, Information Design, Social Networking, iPad, iPhone, HTML, Web Standards, Advertising, CSS, Digital Strategy, PHP, Dreamweaver, XHTML, Information Architecture, Interaction Design
Education
Humber College 2004 — 2005
Post-graduate certificate, Web Development
McMaster University 1998 — 2003
B.A. Honours, Fine/Studio Arts, General
Humber College May 2006 - Present
Arden Royce Ltd. June 2006 - Present
Dundee Wealth January 2012 - July 2012
Microsoft June 2006 - January 2012
Refco 2005 - 2006
Skills
Web Design, Web Development, HTML 5, CSS3, jQuery, JavaScript, Photoshop, Mobile Design, Mobile Applications, Flash, Project Management, User Interface Design, User Experience, ActionScript, Fine Art, Front-end, Graphic Design, Social Media Marketing, Social Media, Typography, Twitter, Facebook, E-Learning, Instructional Design, Information Design, Social Networking, iPad, iPhone, HTML, Web Standards, Advertising, CSS, Digital Strategy, PHP, Dreamweaver, XHTML, Information Architecture, Interaction Design
Education
Humber College 2004 — 2005
Post-graduate certificate, Web Development
McMaster University 1998 — 2003
B.A. Honours, Fine/Studio Arts, General
Abu Batasi Abu Batasi's Dundee Wealth Experience 2006 - 2009
Job Manager, Vertical Marketing (Professional Services) at Rogers Communications
Industry Marketing and Advertising
Experience
Rogers Communications June 2012 - Present
Business Information Group 2009 - June 2012
Dundee Wealth 2006 - 2009
Bank of Montreal 2005 - 2006
Skills
Product Marketing, Marketing Strategy, Online Marketing, Market Research, Business Strategy, Business Analysis, Business Planning, Strategic Planning, Email Marketing, Team Leadership, Leadership, Strategy, Marketing, Competitive Analysis
Education
Queen's University
Master of Business Administration (MBA)
University of Toronto - Rotman School of Management
Business, Finance, Marketing
University of Toronto
Bachelor of Arts (B.A.), Economics
Rogers Communications June 2012 - Present
Business Information Group 2009 - June 2012
Dundee Wealth 2006 - 2009
Bank of Montreal 2005 - 2006
Skills
Product Marketing, Marketing Strategy, Online Marketing, Market Research, Business Strategy, Business Analysis, Business Planning, Strategic Planning, Email Marketing, Team Leadership, Leadership, Strategy, Marketing, Competitive Analysis
Education
Queen's University
Master of Business Administration (MBA)
University of Toronto - Rotman School of Management
Business, Finance, Marketing
University of Toronto
Bachelor of Arts (B.A.), Economics
Carol J. Bisson's Dundee Wealth Experience February 1995 - June 2008
Job VP & Corporate Secretary at W.A.B. Enterprise Group
Industry International Trade and Development
Experience
W.A.B. Enterprises Group January 2014 - Present
Rogers Communications June 2011 - November 2013
Alterna Savings May 2010 - May 2011
Fidelity Investments November 2009 - April 2010
HDS Retail North America December 2008 - April 2009
Dundee Wealth February 1995 - June 2008
Lac Minerals Ltd January 1991 - January 1995
Skills
Employee Engagement, Employee Relations, Performance Management, HRIS, Human Resources, Deferred Compensation, Employee Benefits, Personnel Management, Payroll, PeopleSoft, Strategy, Leadership, Management, Job Evaluation, Labor Relations, Process Improvement, Interviews, New Hire Orientations, CRM, Talent Management, Analysis, HR Consulting, Incentive Programs, HR Policies
Education
University of Toronto
Certificate, Human Resource Management
University of Toronto Schools
Certificate, Human Resource Management
Dalhousie University 2009 — 2013
CEBS
George Brown College
W.A.B. Enterprises Group January 2014 - Present
Rogers Communications June 2011 - November 2013
Alterna Savings May 2010 - May 2011
Fidelity Investments November 2009 - April 2010
HDS Retail North America December 2008 - April 2009
Dundee Wealth February 1995 - June 2008
Lac Minerals Ltd January 1991 - January 1995
Skills
Employee Engagement, Employee Relations, Performance Management, HRIS, Human Resources, Deferred Compensation, Employee Benefits, Personnel Management, Payroll, PeopleSoft, Strategy, Leadership, Management, Job Evaluation, Labor Relations, Process Improvement, Interviews, New Hire Orientations, CRM, Talent Management, Analysis, HR Consulting, Incentive Programs, HR Policies
Education
University of Toronto
Certificate, Human Resource Management
University of Toronto Schools
Certificate, Human Resource Management
Dalhousie University 2009 — 2013
CEBS
George Brown College
Katie Fang's Dundee Wealth Experience March 2011 - May 2011
Job Founder at SchooLinks, Connecting the world through education
Industry Internet
Experience
SchooLinks May 2014 - Present
International Business Conference April 2011 - January 2012
RBC Dominion Securities May 2011 - October 2011
Dundee Wealth March 2011 - May 2011
EQQY GROUP of Companies June 2010 - September 2010
Ministry of Small Business, Technology and Economic Development 2009 - 2010
Skills
Entrepreneurship, Team Leadership, User Experience Design, Front-end Development, Early-stage Startups, Time Management, Strategic Financial..., Leadership, Business Development, Project Management, Marketing, Strategic Planning, Public Speaking, Social Media Marketing, Management, Marketing Strategy, Start-ups, Academic Advising
Education
The University of British Columbia 2009 — 2014
Bachelor of Commerce, Finance Major
SchooLinks May 2014 - Present
International Business Conference April 2011 - January 2012
RBC Dominion Securities May 2011 - October 2011
Dundee Wealth March 2011 - May 2011
EQQY GROUP of Companies June 2010 - September 2010
Ministry of Small Business, Technology and Economic Development 2009 - 2010
Skills
Entrepreneurship, Team Leadership, User Experience Design, Front-end Development, Early-stage Startups, Time Management, Strategic Financial..., Leadership, Business Development, Project Management, Marketing, Strategic Planning, Public Speaking, Social Media Marketing, Management, Marketing Strategy, Start-ups, Academic Advising
Education
The University of British Columbia 2009 — 2014
Bachelor of Commerce, Finance Major
Jason Windle's Dundee Wealth Experience January 2011 - April 2013
Job Portfolio Operations and Support at 1832 Asset Management
Industry Financial Services
Experience
1832 Asset Management April 2013 - Present
Dundee Wealth January 2011 - April 2013
DundeeWealth Inc November 2009 - January 2011
Dundee Wealth July 2007 - November 2009
Brendan Wood International November 2004 - April 2006
Scotiabank September 2003 - August 2004
Skills
Charles River IMS, MPower, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg Terminal
Education
Laurentian University/Université Laurentienne 1998 — 2002
Bachelor of Business Administration (B.B.A.)
1832 Asset Management April 2013 - Present
Dundee Wealth January 2011 - April 2013
DundeeWealth Inc November 2009 - January 2011
Dundee Wealth July 2007 - November 2009
Brendan Wood International November 2004 - April 2006
Scotiabank September 2003 - August 2004
Skills
Charles River IMS, MPower, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg Terminal
Education
Laurentian University/Université Laurentienne 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Bruce Mainprize's Dundee Wealth Experience June 2005 - August 2013
Job Experienced Manager & Business Analyst
Industry Financial Services
Experience
HollisWealth, Global Wealth Management, Scotiabank September 2013 - Present
Dundee Wealth June 2005 - August 2013
CIBC World Markets December 2002 - May 2005
Merrill Lynch HSBC February 2001 - November 2002
Merrill Lynch Canada Ltd January 1991 - February 2001
Skills
Operations Management, Mutual Funds, Back Office, Process Engineering, Business Analysis, Reconciliations, Wealth Management, Securities, Problem Solving, Coaching, Building Strong Teams, Mentoring, Account Reconciliation, Analysis, Leadership, Financial Services, Insurance, Process Improvement, Risk Management, Business Requirements, Business Process..., Requirements Gathering, Equities, Portfolio Management, Vendor Management, SDLC, Management, Business Process, Requirements Analysis, Relationship Management, Team Leadership, Consulting
Education
Seneca College of Applied Arts and Technology
General Business
HollisWealth, Global Wealth Management, Scotiabank September 2013 - Present
Dundee Wealth June 2005 - August 2013
CIBC World Markets December 2002 - May 2005
Merrill Lynch HSBC February 2001 - November 2002
Merrill Lynch Canada Ltd January 1991 - February 2001
Skills
Operations Management, Mutual Funds, Back Office, Process Engineering, Business Analysis, Reconciliations, Wealth Management, Securities, Problem Solving, Coaching, Building Strong Teams, Mentoring, Account Reconciliation, Analysis, Leadership, Financial Services, Insurance, Process Improvement, Risk Management, Business Requirements, Business Process..., Requirements Gathering, Equities, Portfolio Management, Vendor Management, SDLC, Management, Business Process, Requirements Analysis, Relationship Management, Team Leadership, Consulting
Education
Seneca College of Applied Arts and Technology
General Business
Hark Jassal's Dundee Wealth Experience May 2012 - October 2012
Job Business Process Specialist at Scotiabank
Industry Computer Software
Experience
Scotiabank November 2012 - Present
Dundee Wealth May 2012 - October 2012
Transamerica Life Canada March 2007 - May 2012
Manulife Financial April 2001 - March 2007
Education
McMaster University 1998 — 2001
Bsc, Mathematics & Statistics
Scotiabank November 2012 - Present
Dundee Wealth May 2012 - October 2012
Transamerica Life Canada March 2007 - May 2012
Manulife Financial April 2001 - March 2007
Education
McMaster University 1998 — 2001
Bsc, Mathematics & Statistics
Diana Mateliene's Dundee Wealth Experience November 2001 - January 2011
Job Senior Database Analyst at HollisWealth, Scotiabank Global Wealth & Insurance
Industry Information Technology and Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance January 2011 - Present
Dundee Wealth November 2001 - January 2011
Skills
Data Modeling, ETL, PL/SQL, SSIS, Data Warehousing, Databases, SDLC, Business Analysis, Financial Services, Microsoft SQL Server, SQL, Disaster Recovery, Business Intelligence, Systems Analysis, Requirements Analysis, Unix, Requirements Gathering
Education
Kaunas University of Technology 1988 — 1993
BSc, Computer Information Systems
HollisWealth, Scotiabank Global Wealth & Insurance January 2011 - Present
Dundee Wealth November 2001 - January 2011
Skills
Data Modeling, ETL, PL/SQL, SSIS, Data Warehousing, Databases, SDLC, Business Analysis, Financial Services, Microsoft SQL Server, SQL, Disaster Recovery, Business Intelligence, Systems Analysis, Requirements Analysis, Unix, Requirements Gathering
Education
Kaunas University of Technology 1988 — 1993
BSc, Computer Information Systems
Adam Murl, CFA's Dundee Wealth Experience December 2011 - February 2012
Job Investment Analyst, US Equities at Cumberland Private Wealth Management Inc.
Industry Investment Management
Experience
Cumberland Private Wealth Management Inc. January 2014 - Present
Terrapoint Capital Management March 2012 - December 2013
Dundee Wealth December 2011 - February 2012
OMERS November 2008 - November 2011
ING Investment Management July 2005 - October 2008
Borgfeldt Importing April 2001 - August 2003
Credit Suisse January 1999 - December 2000
Skills
Equities, Equity Research, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Macroeconomics, Renewable Energy, Sustainable Agriculture, Emerging Markets, Analysis, Capital Markets, Equity Valuation, Securities
Education
Columbia University - School of International and Public Affairs 2003 — 2005
MIA, International Finance
Queen's University 1994 — 1998
B.Comm, Finance
Cumberland Private Wealth Management Inc. January 2014 - Present
Terrapoint Capital Management March 2012 - December 2013
Dundee Wealth December 2011 - February 2012
OMERS November 2008 - November 2011
ING Investment Management July 2005 - October 2008
Borgfeldt Importing April 2001 - August 2003
Credit Suisse January 1999 - December 2000
Skills
Equities, Equity Research, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Macroeconomics, Renewable Energy, Sustainable Agriculture, Emerging Markets, Analysis, Capital Markets, Equity Valuation, Securities
Education
Columbia University - School of International and Public Affairs 2003 — 2005
MIA, International Finance
Queen's University 1994 — 1998
B.Comm, Finance
Timothy Janicki's Dundee Wealth Experience 2000 - January 2012
Job Sr. Manager, IT Production Services and Help Desk at Global Wealth Management Systems Scotiabank
Industry Information Technology and Services
Experience
Global Wealth Management Systems Scotiabank January 2012 - Present
Dundee Wealth 2000 - January 2012
Dundee Wealth Management 2000 - January 2009
BMO Nesbitt Burns 1999 - 2000
Skills
Project Management, Team Building, IT Strategy, IT Operations, Project Planning, Management, IT Management, Vendor Management, Change Management, Business Process..., Strategy, Integration, Business Analysis, Policy, Disaster Recovery, Governance, Risk Management, ITIL, SDLC, Enterprise Architecture, Business Process..., Project Portfolio..., Business Intelligence, Business Process, Requirements Gathering, Software Project..., Project Delivery, Software Documentation
Education
George Brown College
Mechanical Engineering
Global Wealth Management Systems Scotiabank January 2012 - Present
Dundee Wealth 2000 - January 2012
Dundee Wealth Management 2000 - January 2009
BMO Nesbitt Burns 1999 - 2000
Skills
Project Management, Team Building, IT Strategy, IT Operations, Project Planning, Management, IT Management, Vendor Management, Change Management, Business Process..., Strategy, Integration, Business Analysis, Policy, Disaster Recovery, Governance, Risk Management, ITIL, SDLC, Enterprise Architecture, Business Process..., Project Portfolio..., Business Intelligence, Business Process, Requirements Gathering, Software Project..., Project Delivery, Software Documentation
Education
George Brown College
Mechanical Engineering
hardev wadhwa's Dundee Wealth Experience April 2010 - March 2012
Job Manager Business Analysis at GWMS, Scotiabank
Industry Financial Services
Experience
Scotiabank April 2012 - Present
Dundee Wealth April 2010 - March 2012
Dundee Wealth/Dynamic Funds December 2008 - April 2010
Dynamic Funds February 2006 - November 2008
Dynamic Funds July 2004 - February 2006
Dynamic Funds April 2001 - June 2004
Education
Panjab University 1979 — 1981
Master of Arts (M.A.), Economics
Scotiabank April 2012 - Present
Dundee Wealth April 2010 - March 2012
Dundee Wealth/Dynamic Funds December 2008 - April 2010
Dynamic Funds February 2006 - November 2008
Dynamic Funds July 2004 - February 2006
Dynamic Funds April 2001 - June 2004
Education
Panjab University 1979 — 1981
Master of Arts (M.A.), Economics
Mubin Zahir's Dundee Wealth Experience May 2010 - January 2012
Job Senior Business Analyst at DundeeWealth Investment Counsel
Industry Financial Services
Experience
DundeeWealth Investment Counsel January 2012 - Present
Dundee Wealth May 2010 - January 2012
Fidelity Investments April 2008 - December 2008
Fidelity Investments April 2005 - April 2008
Merrill Lynch March 2002 - September 2002
Skills
Investments, Asset Managment, Bloomberg, Corporate Finance, Banking, Employee Benefits, Securities, Retirement, Management, Financial Analysis, Asset Management, Mutual Funds, Financial Services, Equities, Pensions, Program Management
Education
University of Houston 1999 — 2004
Bachelor of Business Administration, Finance and MIS
DundeeWealth Investment Counsel January 2012 - Present
Dundee Wealth May 2010 - January 2012
Fidelity Investments April 2008 - December 2008
Fidelity Investments April 2005 - April 2008
Merrill Lynch March 2002 - September 2002
Skills
Investments, Asset Managment, Bloomberg, Corporate Finance, Banking, Employee Benefits, Securities, Retirement, Management, Financial Analysis, Asset Management, Mutual Funds, Financial Services, Equities, Pensions, Program Management
Education
University of Houston 1999 — 2004
Bachelor of Business Administration, Finance and MIS
Shirley Yuan's Dundee Wealth Experience 2008 - Present
Job Senior Business Analyst at Dynamic Funds
Industry Financial Services
Experience
Dundee Wealth 2008 - Present
Invesco Trimark 1998 - 2006
Fidelity Investments 1996 - 1998
Ford Motor Company 1993 - 1996
Skills
Financial Analysis, Financial Modeling, Risk Management, Banking, Mutual Funds, Business Analysis, Equities, Strategic Financial..., Wealth Management, Fixed Income, Securities, Investments, Portfolio Management
Education
Ohio University 1991 — 1993
MA, Int'l Administrative Studies
University of Oregon 1990 — 1991
Courses, Accounting, Finance
Fudan University 1980 — 1984
BA, Int'l studies
Dundee Wealth 2008 - Present
Invesco Trimark 1998 - 2006
Fidelity Investments 1996 - 1998
Ford Motor Company 1993 - 1996
Skills
Financial Analysis, Financial Modeling, Risk Management, Banking, Mutual Funds, Business Analysis, Equities, Strategic Financial..., Wealth Management, Fixed Income, Securities, Investments, Portfolio Management
Education
Ohio University 1991 — 1993
MA, Int'l Administrative Studies
University of Oregon 1990 — 1991
Courses, Accounting, Finance
Fudan University 1980 — 1984
BA, Int'l studies
JP Karcz's Dundee Wealth Experience August 2006 - February 2012
Job CEO at EtfSelfInvest
Industry Financial Services
Experience
EtfSelfInvest March 2012 - Present
Dundee June 2006 - March 2012
Dundee Wealth August 2006 - February 2012
Skills
Retirement Planning, Investments
Education
Ecole supérieure de Commerce de Lille 1968 — 1970
Master's degree, Technico Commercial
EtfSelfInvest March 2012 - Present
Dundee June 2006 - March 2012
Dundee Wealth August 2006 - February 2012
Skills
Retirement Planning, Investments
Education
Ecole supérieure de Commerce de Lille 1968 — 1970
Master's degree, Technico Commercial
ken browne's Dundee Wealth Experience March 2001 - December 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
Jonathan Elbaz's Dundee Wealth Experience 2010 - 2011
Job Senior Consultant at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt June 2015 - Present
IBM March 2013 - June 2015
Trindent Consulting 2012 - 2013
Gallup 2011 - 2012
Dundee Wealth 2010 - 2011
Mackie Research Capital 2009 - 2009
usefulideas® 2007 - 2009
Skills
Management Consulting, Financial Modeling, Business Strategy, Corporate Finance, New Business Development, Performance Consulting, Financial Analysis, Project Management, Change Management, Process Improvement, Strategy, Forecasting, Program Management, Strategic Planning, Coaching, Leadership, Consulting, Portfolio Management, Budgets
Education
York University - Schulich School of Business 2008 — 2009
MBA, Finance
Concordia University 2001 — 2004
Bachelor of Commerce (BCom), Finance, Management
Aon Hewitt June 2015 - Present
IBM March 2013 - June 2015
Trindent Consulting 2012 - 2013
Gallup 2011 - 2012
Dundee Wealth 2010 - 2011
Mackie Research Capital 2009 - 2009
usefulideas® 2007 - 2009
Skills
Management Consulting, Financial Modeling, Business Strategy, Corporate Finance, New Business Development, Performance Consulting, Financial Analysis, Project Management, Change Management, Process Improvement, Strategy, Forecasting, Program Management, Strategic Planning, Coaching, Leadership, Consulting, Portfolio Management, Budgets
Education
York University - Schulich School of Business 2008 — 2009
MBA, Finance
Concordia University 2001 — 2004
Bachelor of Commerce (BCom), Finance, Management
Trina Hurdman's Dundee Wealth Experience 2007 - 2009
Job Calgary Board of Education School Board Trustee for Wards 6 & 7
Industry Primary/Secondary Education
Experience
Calgary Board of Education October 2013 - Present
Maple Leaf Academy April 2012 - June 2012
Dundee Wealth 2007 - 2009
Happy Kids American School August 2002 - June 2004
Seneca College of Applied Arts and Technology May 2002 - August 2002
Anglais en Action September 2000 - April 2002
Skills
Research, Public Speaking, E-Learning, Instructional Design, Community Outreach, ESL, Workshop Facilitation, Editing, Nonprofits, Program Development, Qualitative Research, Adult Education, Fundraising, Curriculum Development, Educational Technology, Curriculum Design, Leadership Development, Classroom, Teacher Training, Educational Leadership, Leadership, Tutoring, Coaching
Education
University of Calgary 2011 — 2013
Masters of Education, Technology in Schools
Université Laval 2001 — 2002
Certificate in pedagogy, Teaching second languages
University of Waterloo 1998 — 2000
Bachelor of Science (BSc) with Honours, Biochemistry
Calgary Board of Education October 2013 - Present
Maple Leaf Academy April 2012 - June 2012
Dundee Wealth 2007 - 2009
Happy Kids American School August 2002 - June 2004
Seneca College of Applied Arts and Technology May 2002 - August 2002
Anglais en Action September 2000 - April 2002
Skills
Research, Public Speaking, E-Learning, Instructional Design, Community Outreach, ESL, Workshop Facilitation, Editing, Nonprofits, Program Development, Qualitative Research, Adult Education, Fundraising, Curriculum Development, Educational Technology, Curriculum Design, Leadership Development, Classroom, Teacher Training, Educational Leadership, Leadership, Tutoring, Coaching
Education
University of Calgary 2011 — 2013
Masters of Education, Technology in Schools
Université Laval 2001 — 2002
Certificate in pedagogy, Teaching second languages
University of Waterloo 1998 — 2000
Bachelor of Science (BSc) with Honours, Biochemistry
Smita Deychoudhury's Dundee Wealth Experience September 2009 - December 2009
Job Flight Revenue Analyst at Air Canada
Industry Financial Services
Experience
Air Canada February 2014 - Present
Target September 2012 - January 2014
Canadian Pacific Railway May 2011 - September 2011
Jacobsen Partners May 2010 - August 2010
Dundee Wealth September 2009 - December 2009
Skills
Team Leadership, Financial Analysis, Microsoft Excel, Fashion, Sales, Teamwork, Time Management, Analysis, Leadership, Microsoft Word, PowerPoint, Corporate Communications, Project Management
Education
Concordia University 2008 — 2011
Finance
Marianopolis College 2006 — 2008
DEC, Commerce
Air Canada February 2014 - Present
Target September 2012 - January 2014
Canadian Pacific Railway May 2011 - September 2011
Jacobsen Partners May 2010 - August 2010
Dundee Wealth September 2009 - December 2009
Skills
Team Leadership, Financial Analysis, Microsoft Excel, Fashion, Sales, Teamwork, Time Management, Analysis, Leadership, Microsoft Word, PowerPoint, Corporate Communications, Project Management
Education
Concordia University 2008 — 2011
Finance
Marianopolis College 2006 — 2008
DEC, Commerce
Walter Epp PPL Can Assoc's Dundee Wealth Experience November 2003 - December 2009
Job Independent Insurance Professional
Industry Insurance
Experience
Prepaid Legal Services, Inc 2010 - Present
PPI Financial Group January 1981 - Present
Prepaid Legal Services March 2010 - July 2011
Dundee Wealth November 2003 - December 2009
Skills
Teaching /Principal, Guidance Counsellor, Clinical & Marriage..., Employee Benefits, Insurance, Group Benefits, Customer Service, Financial Planning, Strategic Financial..., Team Building, Public Speaking, Critical Illness, Sales, Long-term Care, Life Insurance, Strategic Planning, Small Business, Disability Insurance, Financial Planners
Education
Kings College, Dalhousie 1967 — 1969
Clinical Couselling
The University of British Columbia 1958 — 1967
BEd(sec), History/Geography
University British Columbia 1958 — 1967
BEd(sec), History/Geography
Prepaid Legal Services, Inc 2010 - Present
PPI Financial Group January 1981 - Present
Prepaid Legal Services March 2010 - July 2011
Dundee Wealth November 2003 - December 2009
Skills
Teaching /Principal, Guidance Counsellor, Clinical & Marriage..., Employee Benefits, Insurance, Group Benefits, Customer Service, Financial Planning, Strategic Financial..., Team Building, Public Speaking, Critical Illness, Sales, Long-term Care, Life Insurance, Strategic Planning, Small Business, Disability Insurance, Financial Planners
Education
Kings College, Dalhousie 1967 — 1969
Clinical Couselling
The University of British Columbia 1958 — 1967
BEd(sec), History/Geography
University British Columbia 1958 — 1967
BEd(sec), History/Geography
Andrew Acherman's Dundee Wealth Experience 2009 - 2011
Job Investment Advisor at Dundee Wealth Management
Industry Financial Services
Experience
Dundee Wealth Management July 2009 - Present
Dundee Wealth 2009 - 2011
Education
California State University-Northridge 1976 — 1985
MS, Business Administration, Marketing
Dundee Wealth Management July 2009 - Present
Dundee Wealth 2009 - 2011
Education
California State University-Northridge 1976 — 1985
MS, Business Administration, Marketing
Marjorie Richards's Dundee Wealth Experience 2006 - 2007
Job Available for New Opportunities
Industry Nonprofit Organization Management
Experience
AXA Insurance September 2008 - July 2009
Dundee Wealth 2006 - 2007
Aegon Canada 2005 - 2005
Sun Life Financial 1999 - 2005
Skills
Recruiting, Talent Management, Interviews
Education
Humber College 1998 — 1999
Human Resources Management Post Diploma Certificate
Trent University 1995 — 1998
B.A. Bachelor of Arts, History and Psychology
Fleming College
Certificate in Volunteer Management
AXA Insurance September 2008 - July 2009
Dundee Wealth 2006 - 2007
Aegon Canada 2005 - 2005
Sun Life Financial 1999 - 2005
Skills
Recruiting, Talent Management, Interviews
Education
Humber College 1998 — 1999
Human Resources Management Post Diploma Certificate
Trent University 1995 — 1998
B.A. Bachelor of Arts, History and Psychology
Fleming College
Certificate in Volunteer Management
Darlene Rodrigues's Dundee Wealth Experience April 2004 - September 2009
Job Operations Admin
Industry Financial Services
Experience
Manulife Securities November 2011 - Present
Dundee Wealth April 2004 - September 2009
Education
George Brown College 1996 — 1998
Medical Admin
Manulife Securities November 2011 - Present
Dundee Wealth April 2004 - September 2009
Education
George Brown College 1996 — 1998
Medical Admin
Joanne Ascione's Dundee Wealth Experience April 2000 - December 2002
Job Real Estate Professional
Industry Real Estate
Experience
PMA-Brethour Realty October 2001 - June 2007
Dundee Wealth April 2000 - December 2002
MCF Investments June 2001 - September 2001
Education
Seneca College of Applied Arts and Technology
Diploma, OSO - Office systems
PMA-Brethour Realty October 2001 - June 2007
Dundee Wealth April 2000 - December 2002
MCF Investments June 2001 - September 2001
Education
Seneca College of Applied Arts and Technology
Diploma, OSO - Office systems
Melissa Papanayotou's Dundee Wealth Experience May 2005 - August 2005
Job Analyst Financial Services at Caisse de dépôt et placement du Québec
Industry Capital Markets
Experience
Caisse de dépôt et placement du Québec 2013 - Present
Private Hedge Fund 2011 - 2012
Macquarie Group February 2009 - August 2011
Morgan Stanley May 2007 - February 2009
Caisse de dépôt et placement du Québec - PRESIMA September 2006 - December 2006
Dundee Wealth May 2005 - August 2005
Skills
Equity Research, Macro Research, Institutional Sales, Equity Derivatives, REIT, Canadian Real Estate, Equities, Bloomberg, Bank of Canada, Real-time Monitoring, High Frequency Trading, Hedge Funds, Financial Markets, Equity Capital Markets, Asset Management, Financial Services, Portfolio Management, Business Valuation, Capital Markets, Financial Analysis, Financial Modeling, Finance, Valuation, Investments
Education
McGill University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Concordia University 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Vanier College 2002 — 2004
DEC, Business/Commerce, General
Caisse de dépôt et placement du Québec 2013 - Present
Private Hedge Fund 2011 - 2012
Macquarie Group February 2009 - August 2011
Morgan Stanley May 2007 - February 2009
Caisse de dépôt et placement du Québec - PRESIMA September 2006 - December 2006
Dundee Wealth May 2005 - August 2005
Skills
Equity Research, Macro Research, Institutional Sales, Equity Derivatives, REIT, Canadian Real Estate, Equities, Bloomberg, Bank of Canada, Real-time Monitoring, High Frequency Trading, Hedge Funds, Financial Markets, Equity Capital Markets, Asset Management, Financial Services, Portfolio Management, Business Valuation, Capital Markets, Financial Analysis, Financial Modeling, Finance, Valuation, Investments
Education
McGill University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Concordia University 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Vanier College 2002 — 2004
DEC, Business/Commerce, General
Hima Dhulipala's Dundee Wealth Experience July 2010 - August 2011
Job QA Analyst at DAC Group
Industry Information Technology and Services
Experience
DAC Group December 2013 - Present
The Co-operators October 2012 - October 2013
Ministry of Education September 2011 - July 2012
Dundee Wealth July 2010 - August 2011
CIBC Intria October 2009 - June 2010
Bell Canada November 2008 - September 2009
Davis + Henderson January 2008 - October 2008
The Economical Insurance Group March 2007 - December 2007
Intuit Canada Ltd. June 2004 - March 2006
Skills
Test Planning, SDLC, Quality Assurance, Testing, System Testing, Test Cases, SQL, HP Quality Center, WinRunner, Mercury QuickTest Pro, ClearQuest, Oracle, JIRA, Databases, SoapUI, Toad, Quality Assurance..., Software Development..., Rational Robot, Agile Methodologies, TFS
Education
Indira Gandhi National Open University
Bachelors in Computer Applications
Osmania University
Bachelors in Commerce
DAC Group December 2013 - Present
The Co-operators October 2012 - October 2013
Ministry of Education September 2011 - July 2012
Dundee Wealth July 2010 - August 2011
CIBC Intria October 2009 - June 2010
Bell Canada November 2008 - September 2009
Davis + Henderson January 2008 - October 2008
The Economical Insurance Group March 2007 - December 2007
Intuit Canada Ltd. June 2004 - March 2006
Skills
Test Planning, SDLC, Quality Assurance, Testing, System Testing, Test Cases, SQL, HP Quality Center, WinRunner, Mercury QuickTest Pro, ClearQuest, Oracle, JIRA, Databases, SoapUI, Toad, Quality Assurance..., Software Development..., Rational Robot, Agile Methodologies, TFS
Education
Indira Gandhi National Open University
Bachelors in Computer Applications
Osmania University
Bachelors in Commerce
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.