DundeeWealth Company
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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DundeeWealth Employees
Employee
Years
Job
Industry
Safiya Bhabha Safiya Bhabha's DundeeWealth Experience October 2008 - November 2009
Job Independent Recruiter at Plexergy Group Recruitment Services
Industry Human Resources
Experience
Plexergy Group Recruitment Services 2014 - Present
M. H. Alshaya Co. May 2011 - May 2012
DundeeWealth October 2008 - November 2009
Hudson's Bay Company (Zellers) October 2006 - October 2008
Sole Swimwear April 2001 - September 2006
Skills
Recruiting, Human Resources, Recruitment, Talent Acquisition, HR Policies, Screening, Interviews, Onboarding, Personnel Management, Job Descriptions, New Hire Orientations, Policy, HRIS, Payroll, Employee Training, Occupational Health, Organizational Behavior, Payroll Administration, Training & Development, Training, Management, Budgets, Labor Relations, Leadership Development, Sourcing, Employee Relations, Performance Management, Hiring, Talent Management, Applicant Tracking..., Employee Engagement, Time Management
Education
York University 2005 — 2008
BHRM, Human Resources Management
George Brown College 2002 — 2004
Diploma, General Arts and Science
Plexergy Group Recruitment Services 2014 - Present
M. H. Alshaya Co. May 2011 - May 2012
DundeeWealth October 2008 - November 2009
Hudson's Bay Company (Zellers) October 2006 - October 2008
Sole Swimwear April 2001 - September 2006
Skills
Recruiting, Human Resources, Recruitment, Talent Acquisition, HR Policies, Screening, Interviews, Onboarding, Personnel Management, Job Descriptions, New Hire Orientations, Policy, HRIS, Payroll, Employee Training, Occupational Health, Organizational Behavior, Payroll Administration, Training & Development, Training, Management, Budgets, Labor Relations, Leadership Development, Sourcing, Employee Relations, Performance Management, Hiring, Talent Management, Applicant Tracking..., Employee Engagement, Time Management
Education
York University 2005 — 2008
BHRM, Human Resources Management
George Brown College 2002 — 2004
Diploma, General Arts and Science
Nicky Singh Nicky Singh's DundeeWealth Experience November 2009 - October 2010
Job Recruitment Consultant at TD
Industry Banking
Experience
TD September 2014 - Present
National Bank of Canada October 2011 - September 2014
MacLaren McCann June 2011 - October 2011
DundeeWealth November 2009 - October 2010
DundeeWealth September 2007 - October 2009
Tucows June 2006 - August 2007
Lombard Canada October 2005 - April 2006
Skills
HR Policies, Employee Relations, Recruiting, Human Resources, Leadership, Talent Acquisition, HRIS, Talent Management, Onboarding, Performance Management, Employer Branding, Applicant Tracking..., Sourcing, Employee Engagement, Technical Recruiting, Succession Planning, Training, Benefits Negotiation, Payroll, Time Management, Hiring, Vendor Management, New Hire Orientations, Temporary Placement, Personnel Management, Deferred Compensation, Interviews, Workforce Planning, HR Consulting, Contract Recruitment, Internet Recruiting
Education
Athabasca University 2008 — 2011
Durham College 2003 — 2006
TD September 2014 - Present
National Bank of Canada October 2011 - September 2014
MacLaren McCann June 2011 - October 2011
DundeeWealth November 2009 - October 2010
DundeeWealth September 2007 - October 2009
Tucows June 2006 - August 2007
Lombard Canada October 2005 - April 2006
Skills
HR Policies, Employee Relations, Recruiting, Human Resources, Leadership, Talent Acquisition, HRIS, Talent Management, Onboarding, Performance Management, Employer Branding, Applicant Tracking..., Sourcing, Employee Engagement, Technical Recruiting, Succession Planning, Training, Benefits Negotiation, Payroll, Time Management, Hiring, Vendor Management, New Hire Orientations, Temporary Placement, Personnel Management, Deferred Compensation, Interviews, Workforce Planning, HR Consulting, Contract Recruitment, Internet Recruiting
Education
Athabasca University 2008 — 2011
Durham College 2003 — 2006
Nader Nasr Nader Nasr's DundeeWealth Experience June 2005 - October 2013
Job Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth, Private Investment Advice May 2014 - Present
HollisWealth November 2013 - May 2014
DundeeWealth June 2005 - October 2013
Berkshire Securities Inc. June 2004 - June 2005
Skills
Investment Advisory, Insurance Planning, Wealth Management, Financial Planning, Asset Management, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Financial Planners, Retirement, Investment Strategies, Financial Services, Securities, Retirement Planning, Hedge Funds, Finance, Asset Allocation, Portfolio Management, Insurance, Strategy, Financial Markets, Bonds, Investment Management, Equities, Risk Management, Fixed Income, Fixed Annuities, Wealth
Education
Concordia University 1999 — 2003
B. Eng, Computer Engineering
CEGEP - John Abbott College 1996 — 1998
DEC, Natural Sciences (Pure and Applied)
TD Wealth, Private Investment Advice May 2014 - Present
HollisWealth November 2013 - May 2014
DundeeWealth June 2005 - October 2013
Berkshire Securities Inc. June 2004 - June 2005
Skills
Investment Advisory, Insurance Planning, Wealth Management, Financial Planning, Asset Management, Estate Planning, Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Financial Planners, Retirement, Investment Strategies, Financial Services, Securities, Retirement Planning, Hedge Funds, Finance, Asset Allocation, Portfolio Management, Insurance, Strategy, Financial Markets, Bonds, Investment Management, Equities, Risk Management, Fixed Income, Fixed Annuities, Wealth
Education
Concordia University 1999 — 2003
B. Eng, Computer Engineering
CEGEP - John Abbott College 1996 — 1998
DEC, Natural Sciences (Pure and Applied)
Lisa Carmichael Lisa Carmichael's DundeeWealth Experience February 2007 - May 2011
Job Branch Manager at HollisWealth
Industry Financial Services
Experience
DundeeWealth February 2007 - May 2011
Dundee Securities Corporation October 2003 - January 2007
Hampton Securities May 2002 - October 2003
Thomson Kernaghan February 2000 - May 2002
BMO Nesbitt Burns August 1999 - February 2000
Skills
Mutual Funds
Education
Centennial College 1994 — 1997
Financial Services & Accounting, Financial Services & Accounting
DundeeWealth February 2007 - May 2011
Dundee Securities Corporation October 2003 - January 2007
Hampton Securities May 2002 - October 2003
Thomson Kernaghan February 2000 - May 2002
BMO Nesbitt Burns August 1999 - February 2000
Skills
Mutual Funds
Education
Centennial College 1994 — 1997
Financial Services & Accounting, Financial Services & Accounting
John Kelleway John Kelleway's DundeeWealth Experience July 1998 - Present
Job Regional VP, GTA, NE Ontario and Atlantic Region at HollisWealth, A Division of Scotiabank Global Wealth & Insurance
Industry Financial Services
Experience
DundeeWealth July 1998 - Present
Holliswealth 1998 - Present
Bank of Montreal September 1987 - July 1998
Education
Centennial College 1985 — 1987
Business, Finance
DundeeWealth July 1998 - Present
Holliswealth 1998 - Present
Bank of Montreal September 1987 - July 1998
Education
Centennial College 1985 — 1987
Business, Finance
Robert (Bob) Ehlers Robert (Bob) Ehlers's DundeeWealth Experience 2007 - 2009
Job Project, Program and Risk Management Consultant
Industry Financial Services
Experience
HOOPP (Healthcare of Ontario Pension Plan) February 2010 - Present
Ehlers Consulting Ltd. July 2006 - Present
CWB Group August 2009 - January 2010
DundeeWealth 2007 - 2009
Citigroup March 2003 - January 2006
Citibank December 1997 - March 2003
BMO Nesbitt Burns February 1997 - December 1997
BMO Nesbitt Burns August 1994 - February 1997
Burns Fry June 1991 - August 1994
Burns Fry May 1988 - June 1991
Skills
PMP, CBCP, Strategy, Disaster Recovery, Business Continuity..., Program Management, Business Process, Risk Management, Training, Enterprise Software, Leadership, Project Portfolio..., Outsourcing, Project Management, Management, Strategic Planning, Process Improvement, PMO, MS Project, Operations Management, Business Analysis, Business Continuity, Information Technology, Software Documentation, Business Process..., Consulting, Vendor Management, Governance
Education
CBCP - Disaster Recovery Institute
Certified Business Continuity Professional
PMP - Project Management Institute
Project Management Professional
Boston University 1996 — 1997
Project Management Certificate Program
Western University 1980 — 1983
BA - Bachelor of Arts, Administrative & Commercial Studies
HOOPP (Healthcare of Ontario Pension Plan) February 2010 - Present
Ehlers Consulting Ltd. July 2006 - Present
CWB Group August 2009 - January 2010
DundeeWealth 2007 - 2009
Citigroup March 2003 - January 2006
Citibank December 1997 - March 2003
BMO Nesbitt Burns February 1997 - December 1997
BMO Nesbitt Burns August 1994 - February 1997
Burns Fry June 1991 - August 1994
Burns Fry May 1988 - June 1991
Skills
PMP, CBCP, Strategy, Disaster Recovery, Business Continuity..., Program Management, Business Process, Risk Management, Training, Enterprise Software, Leadership, Project Portfolio..., Outsourcing, Project Management, Management, Strategic Planning, Process Improvement, PMO, MS Project, Operations Management, Business Analysis, Business Continuity, Information Technology, Software Documentation, Business Process..., Consulting, Vendor Management, Governance
Education
CBCP - Disaster Recovery Institute
Certified Business Continuity Professional
PMP - Project Management Institute
Project Management Professional
Boston University 1996 — 1997
Project Management Certificate Program
Western University 1980 — 1983
BA - Bachelor of Arts, Administrative & Commercial Studies
James Cockfield, CIWM James Cockfield, CIWM's DundeeWealth Experience June 2009 - September 2009
Job Financial Planner at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group September 2014 - Present
BMO Nesbitt Burns August 2012 - August 2014
Canaccord Wealth Management June 2011 - June 2012
Canaccord Wealth Management November 2009 - June 2011
DundeeWealth June 2009 - September 2009
Pivotal Financial Partners July 2006 - June 2009
AGF Funds Inc. October 1998 - December 2005
Skills
Wealth Management, Investments, Wealth, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Asset Managment, Strategic Financial..., Investment Advisory, Equities, Securities, Fixed Income, Relationship Management, Financial Services, Risk Management, Finance, Insurance, Estate Planning, Retirement Planning, Strategy, ETFs, Wealth Management..., Financial Planning
Education
Oliver's Learning 2013 — 2013
Life Licence Qualifying Program (LLQP), Life Insurance, Pass
Canadian Securities Institute 2012 — 2012
Advanced Retirement Management Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Advanced Estate Planning and Trust Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management
Canadian Securities Insitute 2011 — 2011
Advanced Investment Strategies, Wealth Management, Passed
Canadian Securities Institute 2011 — 2011
Wealth Management Essentials
Canaccord Wealth Management 2010 — 2010
90-Day Advisor Training Progam
Canadian Securities Institute 2010 — 2010
CSWP, Chartered Strategic Wealth Professional
Ryerson University 2000 — 2002
Marketing Certificate, Marketing
BMO Financial Group September 2014 - Present
BMO Nesbitt Burns August 2012 - August 2014
Canaccord Wealth Management June 2011 - June 2012
Canaccord Wealth Management November 2009 - June 2011
DundeeWealth June 2009 - September 2009
Pivotal Financial Partners July 2006 - June 2009
AGF Funds Inc. October 1998 - December 2005
Skills
Wealth Management, Investments, Wealth, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies, Asset Managment, Strategic Financial..., Investment Advisory, Equities, Securities, Fixed Income, Relationship Management, Financial Services, Risk Management, Finance, Insurance, Estate Planning, Retirement Planning, Strategy, ETFs, Wealth Management..., Financial Planning
Education
Oliver's Learning 2013 — 2013
Life Licence Qualifying Program (LLQP), Life Insurance, Pass
Canadian Securities Institute 2012 — 2012
Advanced Retirement Management Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Advanced Estate Planning and Trust Strategies, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management, Passed
Canadian Securities Institute 2012 — 2012
Strategic Wealth 360, Wealth Management
Canadian Securities Insitute 2011 — 2011
Advanced Investment Strategies, Wealth Management, Passed
Canadian Securities Institute 2011 — 2011
Wealth Management Essentials
Canaccord Wealth Management 2010 — 2010
90-Day Advisor Training Progam
Canadian Securities Institute 2010 — 2010
CSWP, Chartered Strategic Wealth Professional
Ryerson University 2000 — 2002
Marketing Certificate, Marketing
Paulette Filion Paulette Filion's DundeeWealth Experience October 2008 - October 2009
Job Financial Services Consultant
Industry Financial Services
Experience
Strategy Marketing August 2014 - Present
Marketing Directions March 1995 - Present
CST Consultants Inc. January 2010 - April 2010
DundeeWealth October 2008 - October 2009
ING Canada (now Intact) July 2005 - April 2006
AIC Limited September 2004 - May 2005
United Financial Management September 1990 - September 1994
Manulife Financial 1986 - 1990
Midland Doherty May 1981 - December 1984
Wood Gundy October 1978 - April 1981
Skills
Leadership, Marketing Management, Research, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Services, Asset Managment, Marketing Strategy, Marketing Communications, Business Strategy, Securities, Insurance, Equities, Alternative Investments, Financial Analysis, Relationship Management, Marketing, Asset Management, Budgets, Pensions, Risk Management, Strategy, Financial Planners, Market Research, Sales, Business Development, Financial Advisory, Management, Finance, Executive Management, Product Management, Wealth, Investment Strategies, Financial Planning
Education
University of Toronto 2008 — 2014
Certificate, Creative Writing Certificate
National Association of Securities Dealers 1987 — 1987
Series 6 Exam
Canadian Securities Institute 1979 — 1980
Registered Rep, Canadian Securities Course
The New School 1975 — 1976
Creative Journalism
University of Toronto - Woodsworth College 1973 — 1974
Advertising & Sales Promotion
Strategy Marketing August 2014 - Present
Marketing Directions March 1995 - Present
CST Consultants Inc. January 2010 - April 2010
DundeeWealth October 2008 - October 2009
ING Canada (now Intact) July 2005 - April 2006
AIC Limited September 2004 - May 2005
United Financial Management September 1990 - September 1994
Manulife Financial 1986 - 1990
Midland Doherty May 1981 - December 1984
Wood Gundy October 1978 - April 1981
Skills
Leadership, Marketing Management, Research, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Financial Services, Asset Managment, Marketing Strategy, Marketing Communications, Business Strategy, Securities, Insurance, Equities, Alternative Investments, Financial Analysis, Relationship Management, Marketing, Asset Management, Budgets, Pensions, Risk Management, Strategy, Financial Planners, Market Research, Sales, Business Development, Financial Advisory, Management, Finance, Executive Management, Product Management, Wealth, Investment Strategies, Financial Planning
Education
University of Toronto 2008 — 2014
Certificate, Creative Writing Certificate
National Association of Securities Dealers 1987 — 1987
Series 6 Exam
Canadian Securities Institute 1979 — 1980
Registered Rep, Canadian Securities Course
The New School 1975 — 1976
Creative Journalism
University of Toronto - Woodsworth College 1973 — 1974
Advertising & Sales Promotion
Keren Li Keren Li's DundeeWealth Experience May 2010 - Present
Job Research Assistant at DundeeWealth
Industry Investment Management
Experience
DundeeWealth May 2010 - Present
FB Investment Management Limited August 2006 - April 2008
OCBC Bank March 2006 - June 2006
China Everbright Securities December 2004 - February 2005
Chan Yui Ho & Partners Accounting Consultant Company December 2003 - February 2004
Education
University of Adelaide 2003 — 2005
Bachelor of Finance, Finance & Economics
Peking University
Exchange Program, Finance
DundeeWealth May 2010 - Present
FB Investment Management Limited August 2006 - April 2008
OCBC Bank March 2006 - June 2006
China Everbright Securities December 2004 - February 2005
Chan Yui Ho & Partners Accounting Consultant Company December 2003 - February 2004
Education
University of Adelaide 2003 — 2005
Bachelor of Finance, Finance & Economics
Peking University
Exchange Program, Finance
Ana Raimondi's DundeeWealth Experience September 2007 - October 2008
Job HR Business Partner at Aimia Canada
Industry Human Resources
Experience
Aimia January 2014 - Present
Bell Canada May 2011 - January 2014
Bluenotes July 2009 - May 2011
DundeeWealth September 2007 - October 2008
Loblaw Companies May 2007 - September 2007
Ministry of the Attorney General January 2000 - August 2000
Skills
Employee Relations, Recruiting, Human Resources, Employee Benefits, Onboarding, Succession Planning, Talent Management, Performance Management, Talent Acquisition, HRIS, HR Policies, Employee Engagement
Education
Ryerson University 2004 — 2007
Bachelor of Commerce, Human Resources Management Major
Aimia January 2014 - Present
Bell Canada May 2011 - January 2014
Bluenotes July 2009 - May 2011
DundeeWealth September 2007 - October 2008
Loblaw Companies May 2007 - September 2007
Ministry of the Attorney General January 2000 - August 2000
Skills
Employee Relations, Recruiting, Human Resources, Employee Benefits, Onboarding, Succession Planning, Talent Management, Performance Management, Talent Acquisition, HRIS, HR Policies, Employee Engagement
Education
Ryerson University 2004 — 2007
Bachelor of Commerce, Human Resources Management Major
Laura Cimpean's DundeeWealth Experience September 2007 - November 2013
Job Legal and Compliance at DundeeWealth
Industry Investment Management
Experience
HollisWealth November 2013 - Present
DundeeWealth September 2007 - November 2013
Skills
Securities, Mutual Funds, Investment Advisory, Investments, Financial Services
Education
Ryerson University 2006 — 2009
French Translation
HollisWealth November 2013 - Present
DundeeWealth September 2007 - November 2013
Skills
Securities, Mutual Funds, Investment Advisory, Investments, Financial Services
Education
Ryerson University 2006 — 2009
French Translation
Kathy Federkiewicz's DundeeWealth Experience September 2008 - March 2011
Job Senior Compliance Officer at Dundee Capital Markets
Industry Financial Services
Experience
Dundee Capital Markets April 2014 - Present
Scotiabank October 2011 - March 2014
RBC March 2011 - October 2011
DundeeWealth September 2008 - March 2011
IIROC (Investment Industry Regulatory Organization of Canada) May 2007 - September 2008
CIBC Wealth Management June 2005 - May 2007
Skills
Mutual Funds, Risk Management, Securities, Wealth Management, Auditing, Equities, Securities Regulation, AML, Financial Services, Capital Markets, Banking, Asset Management, Investments, KYC, Operational Risk, Anti Money Laundering
Education
University of Alberta
Bachelor of Commerce (BCom)
Dundee Capital Markets April 2014 - Present
Scotiabank October 2011 - March 2014
RBC March 2011 - October 2011
DundeeWealth September 2008 - March 2011
IIROC (Investment Industry Regulatory Organization of Canada) May 2007 - September 2008
CIBC Wealth Management June 2005 - May 2007
Skills
Mutual Funds, Risk Management, Securities, Wealth Management, Auditing, Equities, Securities Regulation, AML, Financial Services, Capital Markets, Banking, Asset Management, Investments, KYC, Operational Risk, Anti Money Laundering
Education
University of Alberta
Bachelor of Commerce (BCom)
Andrée Marchand's DundeeWealth Experience 1985 - Present
Job Manager, Translation and Communication at Dynamic Funds
Industry Financial Services
Experience
Hollis Wealth/Dynamic Funds September 1985 - Present
DundeeWealth 1985 - Present
Scotiabank 1985 - Present
Skills
Mutual Funds, Securities, Translation, Languages, Asset Management, Investments, Management, Portfolio Management, Investment Advisory, Alternative Investments, Wealth Management, Investment Strategies, Marketing Communications
Education
Ryerson University 1982 — 1984
Business Administration Certificate
Université Laval 1977 — 1981
Bachelor's degree in Translation, Languages
Hollis Wealth/Dynamic Funds September 1985 - Present
DundeeWealth 1985 - Present
Scotiabank 1985 - Present
Skills
Mutual Funds, Securities, Translation, Languages, Asset Management, Investments, Management, Portfolio Management, Investment Advisory, Alternative Investments, Wealth Management, Investment Strategies, Marketing Communications
Education
Ryerson University 1982 — 1984
Business Administration Certificate
Université Laval 1977 — 1981
Bachelor's degree in Translation, Languages
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