Dundee Wealth Management
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Dundee Wealth Management Employees
Employee
Years
Job
Industry
Muhammad Anwar Minhas Muhammad Anwar Minhas's Dundee Wealth Management Experience February 2008 - September 2011
Job Sr Accounting Officer at Scotiabank
Industry Financial Services
Experience
Bank of Nova Scotia September 2011 - Present
Dundee Wealth Management February 2008 - September 2011
Rajby Industries 2003 - 2007
Naveena Export Limited 1997 - 2003
Skills
Analysis, Banking, Brand Management, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Corporate Communications, Business Strategy, Editing, Event Management, Finance, Financial Analysis, Forecasting, Human Resources, IT Management, Investments, Key Account Management, Leadership, Management, Market Research, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Negotiation, New Business Development, Outlook, Portfolio Management, Process Improvement, Product Development, Public Relations, Recruiting, Relationship Management, Research, Retail Banking, Risk Management, Sales, Sales Management, Sales Operations, Sourcing, Strategic Financial..., Strategic Planning, System Administration, Team Leadership, Teamwork, Time Management
Education
Hamdard University 1994 — 1997
M.B.A, Marketing
St. Patricks Govt College 1989 — 1993
B.Com, Commerce
B.V.S Parsi High School 1984 — 1988
Matric (S.S.C), Pre-Engineering (Science).
Bank of Nova Scotia September 2011 - Present
Dundee Wealth Management February 2008 - September 2011
Rajby Industries 2003 - 2007
Naveena Export Limited 1997 - 2003
Skills
Analysis, Banking, Brand Management, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Corporate Communications, Business Strategy, Editing, Event Management, Finance, Financial Analysis, Forecasting, Human Resources, IT Management, Investments, Key Account Management, Leadership, Management, Market Research, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Negotiation, New Business Development, Outlook, Portfolio Management, Process Improvement, Product Development, Public Relations, Recruiting, Relationship Management, Research, Retail Banking, Risk Management, Sales, Sales Management, Sales Operations, Sourcing, Strategic Financial..., Strategic Planning, System Administration, Team Leadership, Teamwork, Time Management
Education
Hamdard University 1994 — 1997
M.B.A, Marketing
St. Patricks Govt College 1989 — 1993
B.Com, Commerce
B.V.S Parsi High School 1984 — 1988
Matric (S.S.C), Pre-Engineering (Science).
James Majoros's Dundee Wealth Management Experience March 2007 - February 2008
Job Instructional Designer (Contract) at Bank of Montreal, Institute for Learning
Industry Writing and Editing
Experience
BMO Learning Institute October 2013 - Present
Rogers Communications December 2012 - August 2013
Arthurs of Ophelia January 2011 - December 2012
Fix Magazine March 2008 - December 2010
Dundee Wealth Management March 2007 - February 2008
Maple Leaf Insurance Brokers October 2005 - December 2006
ECW Press April 2004 - June 2004
Western University May 2002 - May 2003
Western University May 2001 - April 2002
Skills
Management, Project Management, Technical Writing, Internal & External..., Training, Web Content, Content Management, Proofreading, Press Releases, Journalism, Manuals, Magazines, Brochures, Blogging, Newsletters, Creative Writing, Editing, Copywriting, Copy Editing, Books, Publications, Adobe Acrobat, Desktop Publishing, Social Networking, Adobe Creative Suite, Internal Communications, Proposal Writing, Content Development, Leadership, Captivate, Photography, Interviews, Creative Direction, Publishing, Instructional Design
Education
Western University 1999 — 2003
Combined Honours, English and Philosophy
Centennial College 2003 — 2004
Post graduate Diploma, Book and Magazine Publishing
Humber College 1998 — 1999
General Arts and Science
BMO Learning Institute October 2013 - Present
Rogers Communications December 2012 - August 2013
Arthurs of Ophelia January 2011 - December 2012
Fix Magazine March 2008 - December 2010
Dundee Wealth Management March 2007 - February 2008
Maple Leaf Insurance Brokers October 2005 - December 2006
ECW Press April 2004 - June 2004
Western University May 2002 - May 2003
Western University May 2001 - April 2002
Skills
Management, Project Management, Technical Writing, Internal & External..., Training, Web Content, Content Management, Proofreading, Press Releases, Journalism, Manuals, Magazines, Brochures, Blogging, Newsletters, Creative Writing, Editing, Copywriting, Copy Editing, Books, Publications, Adobe Acrobat, Desktop Publishing, Social Networking, Adobe Creative Suite, Internal Communications, Proposal Writing, Content Development, Leadership, Captivate, Photography, Interviews, Creative Direction, Publishing, Instructional Design
Education
Western University 1999 — 2003
Combined Honours, English and Philosophy
Centennial College 2003 — 2004
Post graduate Diploma, Book and Magazine Publishing
Humber College 1998 — 1999
General Arts and Science
David Lupini David Lupini's Dundee Wealth Management Experience June 2011 - July 2013
Job Director, Product Marketing at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments July 2013 - Present
Dundee Wealth Management June 2011 - July 2013
Hartford Investments/CI Investments January 2009 - July 2011
AGF November 2006 - December 2008
Mackenzie Financial 2004 - 2006
Franklin Templeton Investments 1999 - 2004
Skills
Marketing Communications, Relationship Management, Analytics, Brand Management, Business Analysis, Business Development, Creative Direction, CRM, Investments, Leadership, Management, Marketing Strategy, Marketing, Mutual Funds, Portfolio Management, Product Management, Product Marketing, Sales, Sales Operations, Strategic Planning, Strategy, Team Building, Team Leadership, Wealth Management
Education
Canadian Council of Professional Certification
Certified Professional Manager
Canadian Securities Institute
CSC
Laurentian University/Université Laurentienne
Honours, Bachelor of Commerce
Ryerson University
Marketing Communication
Mackenzie Investments July 2013 - Present
Dundee Wealth Management June 2011 - July 2013
Hartford Investments/CI Investments January 2009 - July 2011
AGF November 2006 - December 2008
Mackenzie Financial 2004 - 2006
Franklin Templeton Investments 1999 - 2004
Skills
Marketing Communications, Relationship Management, Analytics, Brand Management, Business Analysis, Business Development, Creative Direction, CRM, Investments, Leadership, Management, Marketing Strategy, Marketing, Mutual Funds, Portfolio Management, Product Management, Product Marketing, Sales, Sales Operations, Strategic Planning, Strategy, Team Building, Team Leadership, Wealth Management
Education
Canadian Council of Professional Certification
Certified Professional Manager
Canadian Securities Institute
CSC
Laurentian University/Université Laurentienne
Honours, Bachelor of Commerce
Ryerson University
Marketing Communication
Tricia Doerksen Tricia Doerksen's Dundee Wealth Management Experience January 2005 - May 2006
Job
Industry Financial Services
Experience
Manulife December 2014 - Present
Bellatore June 2007 - August 2009
Bellatore Financial, Inc. June 2006 - June 2007
Dundee Wealth Management January 2005 - May 2006
AIC Limited January 2004 - December 2005
Assante Wealth Management January 2002 - December 2004
Assante Capital Management January 1997 - December 2001
Education
York University 2002 — 2002
Project Management
ONTARIO SECURITIES COMMISSION 1998 — 1998
Licensed Securities Representative
Carleton University 1991 — 1994
Bachelor of Arts (BA), Psychology
Manulife December 2014 - Present
Bellatore June 2007 - August 2009
Bellatore Financial, Inc. June 2006 - June 2007
Dundee Wealth Management January 2005 - May 2006
AIC Limited January 2004 - December 2005
Assante Wealth Management January 2002 - December 2004
Assante Capital Management January 1997 - December 2001
Education
York University 2002 — 2002
Project Management
ONTARIO SECURITIES COMMISSION 1998 — 1998
Licensed Securities Representative
Carleton University 1991 — 1994
Bachelor of Arts (BA), Psychology
Iryna Reim Iryna Reim's Dundee Wealth Management Experience 2005 - 2008
Job Sr. Manager, Learning and Development at Ministry of Education, Ontario Public Service
Industry Human Resources
Experience
Ministry of Education, Ontario Public Service October 2014 - Present
Ontario Public Service October 2011 - October 2014
Sheridan College 2008 - October 2011
Reim and Associates July 2001 - October 2011
DundeeWealth Inc. 2005 - 2008
Dundee Wealth Management 2005 - 2008
Royal Bank 1987 - 1999
Skills
Leadership Development, Organizational..., Coaching, Organizational..., Employee Engagement, Performance Management, Staff Development, Project Management, Executive Development, Employee Training, Workshop Facilitation, Program Management, Change Management, Leadership, Management, Executive Coaching, Succession Planning, Personnel Management, Talent Management, Strategy, Training, Adult Education, Personal Development, Human Resources, Career Development, Employee Relations, Time Management, Policy, Career Counseling, Instructional Design, Conflict Resolution, Organizational Design, Emotional Intelligence, Training Delivery, Management Consulting, Interviews, Workforce Planning, Career Management, Onboarding, Strategic Planning, Consulting, Team Leadership
Education
Royal Roads University
Masters, Leadership and Training, Leadership
Ryerson University
FICB, Banking and Finance
St. Francis Xavier
Adult Learning
Ministry of Education, Ontario Public Service October 2014 - Present
Ontario Public Service October 2011 - October 2014
Sheridan College 2008 - October 2011
Reim and Associates July 2001 - October 2011
DundeeWealth Inc. 2005 - 2008
Dundee Wealth Management 2005 - 2008
Royal Bank 1987 - 1999
Skills
Leadership Development, Organizational..., Coaching, Organizational..., Employee Engagement, Performance Management, Staff Development, Project Management, Executive Development, Employee Training, Workshop Facilitation, Program Management, Change Management, Leadership, Management, Executive Coaching, Succession Planning, Personnel Management, Talent Management, Strategy, Training, Adult Education, Personal Development, Human Resources, Career Development, Employee Relations, Time Management, Policy, Career Counseling, Instructional Design, Conflict Resolution, Organizational Design, Emotional Intelligence, Training Delivery, Management Consulting, Interviews, Workforce Planning, Career Management, Onboarding, Strategic Planning, Consulting, Team Leadership
Education
Royal Roads University
Masters, Leadership and Training, Leadership
Ryerson University
FICB, Banking and Finance
St. Francis Xavier
Adult Learning
Kim Shah Kim Shah's Dundee Wealth Management Experience January 2002 - June 2002
Job Manager, Business Analyst at Connor, Clark & Lunn Private Capital Ltd.
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital January 2013 - Present
Connor Clark & Lunn Private Capital October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc. April 2010 - September 2011
ESG Investing Group November 2009 - December 2010
CI Investments May 2006 - November 2008
Assante Wealth Management June 2004 - November 2008
Assante Asset Management December 2002 - June 2004
Assante Advisory Services June 2002 - December 2002
Dundee Wealth Management January 2002 - June 2002
Dundee Securities 1999 - 2002
Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics
Education
Ryerson University
Computer Science
St. Joseph's Convent 1990 — 1994
Canadian Securities Institute
Canadian Securities Course
Green Business League
Certified Green Consultant
Connor Clark & Lunn Private Capital January 2013 - Present
Connor Clark & Lunn Private Capital October 2011 - January 2013
Connor, Clark and Lunn Managed Portfolios Inc. April 2010 - September 2011
ESG Investing Group November 2009 - December 2010
CI Investments May 2006 - November 2008
Assante Wealth Management June 2004 - November 2008
Assante Asset Management December 2002 - June 2004
Assante Advisory Services June 2002 - December 2002
Dundee Wealth Management January 2002 - June 2002
Dundee Securities 1999 - 2002
Skills
Business Analysis, Competitive Analysis, Investments, Management, Data Analysis, Program Management, Financial Services, Project Management, Marketing, Mutual Funds, Wealth Management, Relationship Management, SharePoint, Risk Management, Strategic Planning, Business Strategy, Access, Asset Management, Business Intelligence, Strategy, Product Development, Product Management, Web 2.0, Social Media, Microsoft Excel, Data Artist, Excel, Tactics, Collaboration, Tableau, Problem Solving, Morningstar Direct, Confluence, Competitive Intelligence, Stakeholder Engagement, Sales Analytics
Education
Ryerson University
Computer Science
St. Joseph's Convent 1990 — 1994
Canadian Securities Institute
Canadian Securities Course
Green Business League
Certified Green Consultant
Josh Feyissa Josh Feyissa's Dundee Wealth Management Experience June 2010 - August 2010
Job Investment Analyst at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC July 2013 - Present
UBC Portfolio Management Foundation January 2011 - April 2013
Marret Asset Management May 2012 - August 2012
Ontario Teachers' Pension Plan May 2011 - August 2011
Dundee Wealth Management June 2010 - August 2010
Skills
Equities, Credit, Financial Modeling, Equity Research, Bloomberg, Valuation, Investments, Financial Analysis, Portfolio Management, Hedge Funds, Capital Markets, Bonds, Fixed Income, Alternative Investments
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce, Finance
Canadian Securities Institute 2010 — 2010
Completed Canadian Securities Course (CSC)
MDA Training 2010 — 2010
Financial Modelling, Investment Banking
Apollo Global Management LLC July 2013 - Present
UBC Portfolio Management Foundation January 2011 - April 2013
Marret Asset Management May 2012 - August 2012
Ontario Teachers' Pension Plan May 2011 - August 2011
Dundee Wealth Management June 2010 - August 2010
Skills
Equities, Credit, Financial Modeling, Equity Research, Bloomberg, Valuation, Investments, Financial Analysis, Portfolio Management, Hedge Funds, Capital Markets, Bonds, Fixed Income, Alternative Investments
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce, Finance
Canadian Securities Institute 2010 — 2010
Completed Canadian Securities Course (CSC)
MDA Training 2010 — 2010
Financial Modelling, Investment Banking
Flora Pang Flora Pang's Dundee Wealth Management Experience September 2008 - December 2008
Job Digital Strategist at IntelliResponse Systems Inc
Industry Marketing and Advertising
Experience
IntelliResponse Systems Inc November 2014 - Present
Calia Marketing June 2014 - Present
Transparent Inc April 2013 - April 2014
ENIGMATI September 2013 - February 2014
Transparent Inc February 2013 - April 2013
The Next Projection September 2010 - May 2011
Chinese Undergraduate Association at U of T August 2009 - December 2009
Dundee Wealth Management September 2008 - December 2008
Acupuncture Laval May 2006 - June 2008
Skills
Social Media, Digital Marketing, Blogging, Public Relations, SEO, Social Media Marketing, Social Networking, Marketing Strategy, Research, English, Data Analysis, PPC, French, Negotiation, Writing, Chinese, Microsoft Excel, Microsoft Word, Content Marketing, Email Marketing, Media Relations, Photoshop, Google Adwords, WordPress, Community Management, Press Releases, Landing Page..., HTML, Google Analytics, Inbound Marketing, CSS, Communications, Social Media Strategy, Bing Ads, Marketo, Radian6, HootSuite, Remarketing
Education
University of Toronto 2013 — 2014
Certificate in Digital Marketing Management
University of Toronto
Honours Bachelor of Arts (HBA)
Marianopolis College
IntelliResponse Systems Inc November 2014 - Present
Calia Marketing June 2014 - Present
Transparent Inc April 2013 - April 2014
ENIGMATI September 2013 - February 2014
Transparent Inc February 2013 - April 2013
The Next Projection September 2010 - May 2011
Chinese Undergraduate Association at U of T August 2009 - December 2009
Dundee Wealth Management September 2008 - December 2008
Acupuncture Laval May 2006 - June 2008
Skills
Social Media, Digital Marketing, Blogging, Public Relations, SEO, Social Media Marketing, Social Networking, Marketing Strategy, Research, English, Data Analysis, PPC, French, Negotiation, Writing, Chinese, Microsoft Excel, Microsoft Word, Content Marketing, Email Marketing, Media Relations, Photoshop, Google Adwords, WordPress, Community Management, Press Releases, Landing Page..., HTML, Google Analytics, Inbound Marketing, CSS, Communications, Social Media Strategy, Bing Ads, Marketo, Radian6, HootSuite, Remarketing
Education
University of Toronto 2013 — 2014
Certificate in Digital Marketing Management
University of Toronto
Honours Bachelor of Arts (HBA)
Marianopolis College
Elizabeth Cragg's Dundee Wealth Management Experience 2006 - 2008
Job Director, Office of the Vice President, University Operations at University of Toronto
Industry Primary/Secondary Education
Experience
University of Toronto January 2015 - Present
University of Toronto January 2014 - September 2015
Academic + Campus Events (ACE), University of Toronto November 2012 - January 2014
Branksome Hall December 2011 - November 2012
The Canadian Association of Family Enterprise 2006 - 2012
University of Toronto October 2009 - December 2011
University of Toronto December 2008 - October 2009
Dundee Wealth Management 2006 - 2008
Casino Rama 2002 - 2006
Casino Rama January 2000 - January 2002
Skills
Fundraising, Public Speaking, Non-profits, Customer Service, Event Management, Management, Nonprofits, Stewardship, Strategic Planning, Volunteer Management
Education
Queen's University 1987 — 1991
B.A. Hons
University of Toronto January 2015 - Present
University of Toronto January 2014 - September 2015
Academic + Campus Events (ACE), University of Toronto November 2012 - January 2014
Branksome Hall December 2011 - November 2012
The Canadian Association of Family Enterprise 2006 - 2012
University of Toronto October 2009 - December 2011
University of Toronto December 2008 - October 2009
Dundee Wealth Management 2006 - 2008
Casino Rama 2002 - 2006
Casino Rama January 2000 - January 2002
Skills
Fundraising, Public Speaking, Non-profits, Customer Service, Event Management, Management, Nonprofits, Stewardship, Strategic Planning, Volunteer Management
Education
Queen's University 1987 — 1991
B.A. Hons
Krista Vriend Krista Vriend's Dundee Wealth Management Experience April 2004 - November 2005
Job Director GWI Marketing, Global Insurance
Industry Banking
Experience
Scotiabank July 2014 - Present
Scotiabank April 2008 - Present
Vancity November 2005 - April 2008
Dundee Wealth Management April 2004 - November 2005
Synergy Asset Management December 1997 - December 2003
Skills
Marketing Strategy, Brand Development..., Brand Equity, Brand Awareness, Brand Management, Brand Implementation, Integrated Marketing, Marketing Communications, Creative Strategy, Business Strategy, Start-up &..., Financial Services, Product Development, Strategy, Marketing, Management, Strategic Planning, Advertising, Brand Development, Corporate Branding, Digital Marketing, Segmentation, Social Media Marketing, Media Planning
Education
Mount Allison University 1993 — 1997
BComm, Economics, Marketing & International Studies
KCSS
KCSS
KCSS
Scotiabank July 2014 - Present
Scotiabank April 2008 - Present
Vancity November 2005 - April 2008
Dundee Wealth Management April 2004 - November 2005
Synergy Asset Management December 1997 - December 2003
Skills
Marketing Strategy, Brand Development..., Brand Equity, Brand Awareness, Brand Management, Brand Implementation, Integrated Marketing, Marketing Communications, Creative Strategy, Business Strategy, Start-up &..., Financial Services, Product Development, Strategy, Marketing, Management, Strategic Planning, Advertising, Brand Development, Corporate Branding, Digital Marketing, Segmentation, Social Media Marketing, Media Planning
Education
Mount Allison University 1993 — 1997
BComm, Economics, Marketing & International Studies
KCSS
KCSS
KCSS
Gloria Booth Gloria Booth's Dundee Wealth Management Experience 2007 - 2010
Job Client Services
Industry Government Administration
Experience
City of Brampton 2010 - Present
Dundee Wealth Management 2007 - 2010
Skills
Employee Relations, PeopleSoft, HRIS, Time Management, Microsoft Office, Customer Service, Organizational..., Administration, Sourcing, Government, Coordination, Client Development, Customer Relations, Problem Solving, Research, Communication, Accreditation, Discretion, Training and Development, Health and Safety, Wealth Management..., Marketing Communications, Market Research, Database Administration, Coaching, Recruiting, HR Policies, Performance Management, Human Resources, Interviews, Leadership
Education
Centennial College
Human Resources Management, Business Administration
York University
City of Brampton 2010 - Present
Dundee Wealth Management 2007 - 2010
Skills
Employee Relations, PeopleSoft, HRIS, Time Management, Microsoft Office, Customer Service, Organizational..., Administration, Sourcing, Government, Coordination, Client Development, Customer Relations, Problem Solving, Research, Communication, Accreditation, Discretion, Training and Development, Health and Safety, Wealth Management..., Marketing Communications, Market Research, Database Administration, Coaching, Recruiting, HR Policies, Performance Management, Human Resources, Interviews, Leadership
Education
Centennial College
Human Resources Management, Business Administration
York University
Octavian Popescu Octavian Popescu's Dundee Wealth Management Experience March 2006 - August 2008
Job Database Analyst & Developer
Industry Information Technology and Services
Experience
CIBC March 2013 - Present
KineticD October 2012 - February 2013
Toronto Dominion (TBSM) May 2012 - October 2012
RBC Capital Markets March 2010 - April 2012
Epsilon March 2008 - February 2010
Dundee Wealth Management March 2006 - August 2008
Thindata 1:1 December 2007 - February 2008
Hospitals of Ontario Pension Plan January 2005 - March 2006
DoubleClick Email Canada September 2001 - December 2004
Business Transformation Associates May 2001 - August 2002
Skills
Database Design, T-SQL, .NET, VB.NET, Visual Studio, DTS, SSIS, SQL, XML, C#, PL/SQL, ETL, Microsoft SQL Server, Databases, Data Modeling, Oracle, SDLC, IIS, Visual Basic
Education
Polytechnic University of Bucharest 1997 — 1998
M.Sc., Systems Simulation
Polytechnic University of Bucharest 1992 — 1997
B.Sc., Computer Sciences and Electrical Engineering.
CIBC March 2013 - Present
KineticD October 2012 - February 2013
Toronto Dominion (TBSM) May 2012 - October 2012
RBC Capital Markets March 2010 - April 2012
Epsilon March 2008 - February 2010
Dundee Wealth Management March 2006 - August 2008
Thindata 1:1 December 2007 - February 2008
Hospitals of Ontario Pension Plan January 2005 - March 2006
DoubleClick Email Canada September 2001 - December 2004
Business Transformation Associates May 2001 - August 2002
Skills
Database Design, T-SQL, .NET, VB.NET, Visual Studio, DTS, SSIS, SQL, XML, C#, PL/SQL, ETL, Microsoft SQL Server, Databases, Data Modeling, Oracle, SDLC, IIS, Visual Basic
Education
Polytechnic University of Bucharest 1997 — 1998
M.Sc., Systems Simulation
Polytechnic University of Bucharest 1992 — 1997
B.Sc., Computer Sciences and Electrical Engineering.
Tanya Wilson, BBA, CFP®, FCSI®'s Dundee Wealth Management Experience 2005 - 2009
Job Investment Advisor | Certified Financial Planner | Life Insurance Specialist
Industry Financial Services
Experience
Envision Financial / Qtrade Securities 2009 - Present
Dundee Wealth Management 2005 - 2009
CityWest Homes Residential 2004 - 2005
General Medical Council 2003 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Estate Planning, Financial Advisory, Retirement, Portfolio Management, Financial Planners, Investments, Banking, Wealth Accumulation, Investment Strategies, Finance, Wealth, Securities, Mortgage Lending, Investment Advisory, Disability Insurance, Insurance, Financial Services, Fixed Annuities, Certified Financial..., Credit, Debt Management, Life Insurance, Segregated Funds, Asset Allocation, Critical Illness, Wealth Preservation..., Multi-generational..., Stock Trading, Risk Management, Wealth Management..., High Net Worth...
Education
Canadian Securities Institute 2002 — 2013
Wealth Management
Simon Fraser University
BBA, Business
Envision Financial / Qtrade Securities 2009 - Present
Dundee Wealth Management 2005 - 2009
CityWest Homes Residential 2004 - 2005
General Medical Council 2003 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Estate Planning, Financial Advisory, Retirement, Portfolio Management, Financial Planners, Investments, Banking, Wealth Accumulation, Investment Strategies, Finance, Wealth, Securities, Mortgage Lending, Investment Advisory, Disability Insurance, Insurance, Financial Services, Fixed Annuities, Certified Financial..., Credit, Debt Management, Life Insurance, Segregated Funds, Asset Allocation, Critical Illness, Wealth Preservation..., Multi-generational..., Stock Trading, Risk Management, Wealth Management..., High Net Worth...
Education
Canadian Securities Institute 2002 — 2013
Wealth Management
Simon Fraser University
BBA, Business
Fern Cogan, BComm; MBA; CHRM; CCP's Dundee Wealth Management Experience August 2002 - April 2005
Job Human Resources/People Services at the Ontario Pension Board
Industry Financial Services
Experience
Ontario Pension Board August 2011 - Present
Centennial College January 2010 - Present
Public Health Ontario (formerly known as Ontario Agency for Health Protection and Promotion) July 2010 - August 2011
Consulting 2005 - 2011
TSSA 2008 - 2008
Dundee Wealth Management August 2002 - April 2005
OAOT 2002 - 2002
Softquad Software 2000 - 2001
Bid.Com February 1999 - May 2000
Entourage Technology Solutions January 1998 - February 1999
Skills
Talent Management, Recruiting, Employee Training, Employee Relations, Employee Engagement, Human Resources, HR Policies, Training, Labor Relations, Labour Issues, Management Consulting, Grievance Arbitrations, Collective Bargaining, Deferred Compensation, Policy, Succession Planning, Performance Management, Onboarding, Talent Acquisition, HRIS, Organizational..., Executive Compensation..., Alternative Dispute..., Financial Analysis, Team Leadership
Education
York University - Osgoode Hall Law School 2013 — 2013
Certificate
York University - Osgoode Hall Law School 2012 — 2012
Certificate
World at Work 1998 — 2010
CCP
Concordia University
MBA
Concordia University
BComm
University of Toronto - Ontario Institute for Studies in Education
Certificate in ADR and Mediation
University of Toronto - Woodsworth College
Certificate in Human Resources Management and Labour Relations
Ontario Pension Board August 2011 - Present
Centennial College January 2010 - Present
Public Health Ontario (formerly known as Ontario Agency for Health Protection and Promotion) July 2010 - August 2011
Consulting 2005 - 2011
TSSA 2008 - 2008
Dundee Wealth Management August 2002 - April 2005
OAOT 2002 - 2002
Softquad Software 2000 - 2001
Bid.Com February 1999 - May 2000
Entourage Technology Solutions January 1998 - February 1999
Skills
Talent Management, Recruiting, Employee Training, Employee Relations, Employee Engagement, Human Resources, HR Policies, Training, Labor Relations, Labour Issues, Management Consulting, Grievance Arbitrations, Collective Bargaining, Deferred Compensation, Policy, Succession Planning, Performance Management, Onboarding, Talent Acquisition, HRIS, Organizational..., Executive Compensation..., Alternative Dispute..., Financial Analysis, Team Leadership
Education
York University - Osgoode Hall Law School 2013 — 2013
Certificate
York University - Osgoode Hall Law School 2012 — 2012
Certificate
World at Work 1998 — 2010
CCP
Concordia University
MBA
Concordia University
BComm
University of Toronto - Ontario Institute for Studies in Education
Certificate in ADR and Mediation
University of Toronto - Woodsworth College
Certificate in Human Resources Management and Labour Relations
Mike Dobbin's Dundee Wealth Management Experience February 2006 - September 2008
Job Managing Director, Operations Mandeville
Industry Financial Services
Experience
Portland Wealth Management September 2012 - Present
Mandeville Private Client/Mandeville Wealth Services September 2012 - Present
Dynamic Mutual Funds September 2008 - September 2012
Dundee Securities February 2006 - September 2008
Dundee Wealth Management February 2006 - September 2008
Berkshire Investment Group October 1997 - March 2006
AIC Limited 1997 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Securities, Asset Management, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Financial Services, Capital Markets, Fixed Income, Strategic Financial..., Hedge Funds
Education
University of Guelph 1988 — 1992
Portland Wealth Management September 2012 - Present
Mandeville Private Client/Mandeville Wealth Services September 2012 - Present
Dynamic Mutual Funds September 2008 - September 2012
Dundee Securities February 2006 - September 2008
Dundee Wealth Management February 2006 - September 2008
Berkshire Investment Group October 1997 - March 2006
AIC Limited 1997 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Securities, Asset Management, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Financial Services, Capital Markets, Fixed Income, Strategic Financial..., Hedge Funds
Education
University of Guelph 1988 — 1992
Najada Zeneli's Dundee Wealth Management Experience January 2007 - Present
Job Senior Data Base Analyst at Dundee Wealth Management
Industry Financial Services
Experience
Dundee Wealth Management January 2007 - Present
Dundee Securities March 2001 - January 2007
INIMA 1986 - 1998
Skills
SDLC, Business Analysis, Analysis, Databases, Requirements Analysis, Financial Services, SQL, Investments, Mutual Funds, Requirements Gathering
Education
20 Tetori
Universiteti i Tiranës
Mathematic
Dundee Wealth Management January 2007 - Present
Dundee Securities March 2001 - January 2007
INIMA 1986 - 1998
Skills
SDLC, Business Analysis, Analysis, Databases, Requirements Analysis, Financial Services, SQL, Investments, Mutual Funds, Requirements Gathering
Education
20 Tetori
Universiteti i Tiranës
Mathematic
Timothy Janicki's Dundee Wealth Management Experience 2000 - January 2009
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
Alex Ryabtsev's Dundee Wealth Management Experience February 2008 - December 2011
Job Solutions Architect at T4G Limited
Industry Investment Management
Experience
T4G Limited March 2015 - Present
Cognitive Systems Corp. January 2015 - March 2015
Scotiabank January 2014 - December 2014
Scotiabank December 2011 - January 2014
Dundee wealth management February 2008 - December 2011
IBM March 2007 - January 2008
IBM Global Business Services January 2007 - February 2007
IBM Toronto Software Lab January 2006 - December 2006
N5R.com January 2004 - December 2005
Contestix March 2003 - September 2004
Skills
Suse, Storage Area Networks, NAS, Solaris, Clustering, Red Hat Linux, System Administration, Cluster, Virtualization, Cloud Computing, High Availability, High Performance..., RedHat, Networking, Linux, Unix, DNS, SAN, Storage, Disaster Recovery, Integration, ITIL, Enterprise Architecture, Enterprise Software, Shell Scripting
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1992 — 1998
Masters, Computer systems and networking
T4G Limited March 2015 - Present
Cognitive Systems Corp. January 2015 - March 2015
Scotiabank January 2014 - December 2014
Scotiabank December 2011 - January 2014
Dundee wealth management February 2008 - December 2011
IBM March 2007 - January 2008
IBM Global Business Services January 2007 - February 2007
IBM Toronto Software Lab January 2006 - December 2006
N5R.com January 2004 - December 2005
Contestix March 2003 - September 2004
Skills
Suse, Storage Area Networks, NAS, Solaris, Clustering, Red Hat Linux, System Administration, Cluster, Virtualization, Cloud Computing, High Availability, High Performance..., RedHat, Networking, Linux, Unix, DNS, SAN, Storage, Disaster Recovery, Integration, ITIL, Enterprise Architecture, Enterprise Software, Shell Scripting
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1992 — 1998
Masters, Computer systems and networking
Gail Wiebe's Dundee Wealth Management Experience November 2006 - March 2010
Job Vice President Strategic Sales, Chartwell Retirement Residences
Industry Hospital & Health Care
Experience
Chartwell Retirement Residences October 2010 - Present
Dundee Wealth Management November 2006 - March 2010
Assante Wealth Management 2003 - 2006
Berkshire Investment Group (formerly TWC Financial Inc.) 1998 - 2003
Education
Athabasca University
Human Resources & Labour Relations
Brock University
Adult Education
Sheridan College
Adult Education
Chartwell Retirement Residences October 2010 - Present
Dundee Wealth Management November 2006 - March 2010
Assante Wealth Management 2003 - 2006
Berkshire Investment Group (formerly TWC Financial Inc.) 1998 - 2003
Education
Athabasca University
Human Resources & Labour Relations
Brock University
Adult Education
Sheridan College
Adult Education
Janet Spreitzer, PMP's Dundee Wealth Management Experience 2008 - 2009
Job Transition Services Manager at Manulife Financial
Industry Financial Services
Experience
Manulife Financial August 2013 - Present
Counter Design Studio August 2013 - Present
Manulife Financial July 2012 - August 2013
Manulife Financial February 2010 - July 2012
Dundee Wealth Management 2008 - 2009
Dundee Wealth Management 2008 - 2008
Dundee Wealth Management 2002 - 2008
Skills
Offshore Outsourcing, Finance, Project Management, Program Management, Needs Analysis, Training Delivery, Workshop Facilitation, Instructional Design, Blended Learning, Wealth Management, E-Learning, Investments, Training, Coaching, Strategy, Change Management, Financial Services, Process Improvement, Global operations, Management, Leadership, Risk Management, Vendor Management
Education
George Brown College 2009 — 2009
Adult Education Certificate
Ryerson University 2009 — 2009
Project Management Certificate
Wilfrid Laurier University 1995 — 1999
Hons. BA, Political Science
Manulife Financial August 2013 - Present
Counter Design Studio August 2013 - Present
Manulife Financial July 2012 - August 2013
Manulife Financial February 2010 - July 2012
Dundee Wealth Management 2008 - 2009
Dundee Wealth Management 2008 - 2008
Dundee Wealth Management 2002 - 2008
Skills
Offshore Outsourcing, Finance, Project Management, Program Management, Needs Analysis, Training Delivery, Workshop Facilitation, Instructional Design, Blended Learning, Wealth Management, E-Learning, Investments, Training, Coaching, Strategy, Change Management, Financial Services, Process Improvement, Global operations, Management, Leadership, Risk Management, Vendor Management
Education
George Brown College 2009 — 2009
Adult Education Certificate
Ryerson University 2009 — 2009
Project Management Certificate
Wilfrid Laurier University 1995 — 1999
Hons. BA, Political Science
Pratikshya Choksi's Dundee Wealth Management Experience February 2012 - Present
Job Fund Accountant at Dundee Wealth Management
Industry Accounting
Experience
Dundee Wealth Management February 2012 - Present
ICICI Bank Canada June 2011 - February 2012
Canadian Tire September 2009 - October 2010
Skills
Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Account Reconciliation, Auditing, Microsoft Excel, Accounts Receivable, Accounts Payable, Microsoft Office, Customer Service, PowerPoint, Investments, Project Management, Internal Controls, Management
Education
Certified General Accounants of Ontario 2011 — 2014
CGA Level 4 in progress, Accounting
George Brown College 2008 — 2010
Advanced Diploma in Accounting - with honours, Accounting
National Campus for Business Studies 2004 — 2007
Bachelors in Business Management, Finance
Dundee Wealth Management February 2012 - Present
ICICI Bank Canada June 2011 - February 2012
Canadian Tire September 2009 - October 2010
Skills
Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Account Reconciliation, Auditing, Microsoft Excel, Accounts Receivable, Accounts Payable, Microsoft Office, Customer Service, PowerPoint, Investments, Project Management, Internal Controls, Management
Education
Certified General Accounants of Ontario 2011 — 2014
CGA Level 4 in progress, Accounting
George Brown College 2008 — 2010
Advanced Diploma in Accounting - with honours, Accounting
National Campus for Business Studies 2004 — 2007
Bachelors in Business Management, Finance
Lakshmi Nekkanti's Dundee Wealth Management Experience October 2008 - August 2010
Job Testing PMO at Bell
Industry Computer Software
Experience
Bell Canada December 2012 - Present
Bell Canada October 2010 - November 2012
TD Wealth Management August 2010 - December 2010
Dundee Wealth Management October 2008 - August 2010
National Bank Financial May 2007 - September 2008
Fidelity Investments, June 2006 - April 2007
Sun Life Financial May 2005 - June 2006
Skills
Quality Assurance, Test Planning, Manual Testing, Quality Center, User Acceptance Testing, QTP, SDLC, Test Strategy, System Testing, Oracle, Regression Testing, Unix, DB2, Requirements Analysis, Microsoft SQL Server, Test Cases, Test Automation, HP Quality Center, SharePoint, Software Quality..., TFS, SoapUI, Microsoft Test manager, MS SQL, WSDL, UAT coordination, Post Production, SQL, Agile Testing, UML, GUI, Load Testing, Team Leadership, Vendor Management, JIRA, Neoload, LoadRunner, QA Engineering, Project Status Reporting, PMO, Project Management, Process Improvement
Education
Andhra University
Msc, Mathematics
Bell Canada December 2012 - Present
Bell Canada October 2010 - November 2012
TD Wealth Management August 2010 - December 2010
Dundee Wealth Management October 2008 - August 2010
National Bank Financial May 2007 - September 2008
Fidelity Investments, June 2006 - April 2007
Sun Life Financial May 2005 - June 2006
Skills
Quality Assurance, Test Planning, Manual Testing, Quality Center, User Acceptance Testing, QTP, SDLC, Test Strategy, System Testing, Oracle, Regression Testing, Unix, DB2, Requirements Analysis, Microsoft SQL Server, Test Cases, Test Automation, HP Quality Center, SharePoint, Software Quality..., TFS, SoapUI, Microsoft Test manager, MS SQL, WSDL, UAT coordination, Post Production, SQL, Agile Testing, UML, GUI, Load Testing, Team Leadership, Vendor Management, JIRA, Neoload, LoadRunner, QA Engineering, Project Status Reporting, PMO, Project Management, Process Improvement
Education
Andhra University
Msc, Mathematics
Debbie Oswald's Dundee Wealth Management Experience August 2005 - September 2008
Job Quality Assurance Analyst, CTFL, Broadridge Software Ltd.
Industry Computer & Network Security
Experience
Broadridge Software Ltd. April 2011 - Present
Dundee Wealth Management August 2005 - September 2008
Berkshire Group December 1999 - August 2005
Skills
Business Analysis, Requirements Analysis, Process Improvement, Troubleshooting, Technical Documentation, Quality Assurance
Education
Laurentian University/Université Laurentienne 1985 — 1988
Bachelor's degree, Psychology/Sociology
Canadian Securities Institute of Canada
Canadian Securities Course
Communicare
Information Mapping
International Software Testing Qualifications Board
Certified Tester Foundation Level
Investment Funds of Canada
Mutual Funds Course
Learning Tree International
Project Management Skills for Success
Broadridge Software Ltd. April 2011 - Present
Dundee Wealth Management August 2005 - September 2008
Berkshire Group December 1999 - August 2005
Skills
Business Analysis, Requirements Analysis, Process Improvement, Troubleshooting, Technical Documentation, Quality Assurance
Education
Laurentian University/Université Laurentienne 1985 — 1988
Bachelor's degree, Psychology/Sociology
Canadian Securities Institute of Canada
Canadian Securities Course
Communicare
Information Mapping
International Software Testing Qualifications Board
Certified Tester Foundation Level
Investment Funds of Canada
Mutual Funds Course
Learning Tree International
Project Management Skills for Success
Andrew Acherman's Dundee Wealth Management Experience July 2009 - Present
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