DundeeWealth Inc
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
DundeeWealth Inc List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at DundeeWealth Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.
DundeeWealth Inc Salaries. You can even request information on how much does DundeeWealth Inc pay if you want to. Learn about salaries, pros and cons of working for DundeeWealth Inc directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
66 DundeeWealth Inc employees in database. Find out everything there's to know about DundeeWealth Inc employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
DundeeWealth Inc Employees
Employee
Years
Job
Industry
Michael Stoller CFP®, CIM®, FCSI Michael Stoller CFP®, CIM®, FCSI's DundeeWealth Inc Experience November 2005 - February 2011
Job Portfolio Manager & Senior Investment Advisor at HollisWealth & Insurance Advisor at HollisWealth Insurance Agency Ltd.
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance February 2011 - Present
HollisWealth Insurance Agency Ltd. November 2005 - Present
DundeeWealth Inc. November 2005 - February 2011
Berkshire Securities Inc. August 1998 - November 2005
LGM Graphics 1996 - 1997
Skills
Certified Financial..., Senior Investment..., Chartered Investment..., Fellow of the Canadian..., Insurance, Tax Planning, Retirement Planning, Education Planning, Health Spending, Mortgage Services, Wealth Management, DundeeWealth, Customized Financial..., Financial Services, Investments, Financial Planners, Investment Advisory, Estate Planning, Investment Strategies, Financial Advisory, Portfolio Management, Investment Management, Finance, Mutual Funds, Wealth, Retirement, High Net Worth..., Wealth Management..., Asset Allocation, Disability Insurance, Securities, Life Insurance, Strategic Financial..., Alternative Investments, Asset Management, Fixed Annuities, Pensions, Term Life Insurance, Equities, Critical Illness, Relationship Management, Risk Management, Fixed Income, Mortgage Marketing, Financial Planning
Education
Fellow of the Canadian Securities Institute
Chartered Investment Manager
CERTIFIED FINANCIAL PLANNER ®
University of Manitoba 1992 — 1996
Bachelor of Commerce (Hons.), Marketing/Finance
HollisWealth, Scotiabank Global Wealth & Insurance February 2011 - Present
HollisWealth Insurance Agency Ltd. November 2005 - Present
DundeeWealth Inc. November 2005 - February 2011
Berkshire Securities Inc. August 1998 - November 2005
LGM Graphics 1996 - 1997
Skills
Certified Financial..., Senior Investment..., Chartered Investment..., Fellow of the Canadian..., Insurance, Tax Planning, Retirement Planning, Education Planning, Health Spending, Mortgage Services, Wealth Management, DundeeWealth, Customized Financial..., Financial Services, Investments, Financial Planners, Investment Advisory, Estate Planning, Investment Strategies, Financial Advisory, Portfolio Management, Investment Management, Finance, Mutual Funds, Wealth, Retirement, High Net Worth..., Wealth Management..., Asset Allocation, Disability Insurance, Securities, Life Insurance, Strategic Financial..., Alternative Investments, Asset Management, Fixed Annuities, Pensions, Term Life Insurance, Equities, Critical Illness, Relationship Management, Risk Management, Fixed Income, Mortgage Marketing, Financial Planning
Education
Fellow of the Canadian Securities Institute
Chartered Investment Manager
CERTIFIED FINANCIAL PLANNER ®
University of Manitoba 1992 — 1996
Bachelor of Commerce (Hons.), Marketing/Finance
Emily Shi Emily Shi's DundeeWealth Inc Experience August 2008 - April 2009
Job Fund Accountant at Sunrun
Industry Financial Services
Experience
Sunrun October 2014 - Present
Hager Accounting, Inc. March 2014 - October 2014
Deloitte October 2010 - February 2011
DundeeWealth Inc August 2008 - April 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Investments, Due Diligence, Investment Banking, Valuation, Equities, Business Strategy, Finance, Equity Research, Asset Management
Education
SFSU 2012 — 2013
Master in Accounting
LSE 2009 — 2010
Master in Finance
Univeristy of Toronto 2005 — 2008
Bachelor of Commerce (B.Com.), Finance, General
Sunrun October 2014 - Present
Hager Accounting, Inc. March 2014 - October 2014
Deloitte October 2010 - February 2011
DundeeWealth Inc August 2008 - April 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Investments, Due Diligence, Investment Banking, Valuation, Equities, Business Strategy, Finance, Equity Research, Asset Management
Education
SFSU 2012 — 2013
Master in Accounting
LSE 2009 — 2010
Master in Finance
Univeristy of Toronto 2005 — 2008
Bachelor of Commerce (B.Com.), Finance, General
Bernard Batrouni Bernard Batrouni's DundeeWealth Inc Experience August 2012 - September 2012
Job Graduate Future Leadership Program at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2013 - Present
Fly-Foot.com November 2011 - June 2013
DundeeWealth Inc August 2012 - September 2012
Wimdu GmbH 2012 - 2012
Banque du Liban July 2011 - July 2011
Volvo Construction Equipment August 2010 - September 2010
Skills
Valuation, Financial Modeling
Education
Bocconi University 2011 — 2013
Master of Science (M.Sc.), Finance
American University of Beirut 2007 — 2011
Bachelor of Engineering (B.Eng.), Mechanical Engineering
University of California, Berkeley 2009 — 2009
Summer sessions
Champville
Pioneer Investments October 2013 - Present
Fly-Foot.com November 2011 - June 2013
DundeeWealth Inc August 2012 - September 2012
Wimdu GmbH 2012 - 2012
Banque du Liban July 2011 - July 2011
Volvo Construction Equipment August 2010 - September 2010
Skills
Valuation, Financial Modeling
Education
Bocconi University 2011 — 2013
Master of Science (M.Sc.), Finance
American University of Beirut 2007 — 2011
Bachelor of Engineering (B.Eng.), Mechanical Engineering
University of California, Berkeley 2009 — 2009
Summer sessions
Champville
Christopher Grant, CFA Christopher Grant, CFA's DundeeWealth Inc Experience October 2006 - September 2009
Job Senior Partner & Portfolio Manager at Celernus Investment Partners Inc.
Industry Investment Management
Experience
Celernus Investment Partners Inc. September 2011 - Present
Gabriel Hound Capital January 2010 - September 2011
DundeeWealth Inc October 2006 - September 2009
TD Waterhouse Private Investment Advice April 2004 - September 2006
TD Securities September 2002 - April 2004
Skills
Investments, Wealth Management, Asset Allocation, Investment Strategies, Securities, Fixed Income, Portfolio Management, Hedge Funds, Equities, Business Strategy, Asset Management, Asset Managment, Mutual Funds, Derivatives, Bloomberg, Equity Research, Capital Markets, Alternative Investments, Valuation, Investment Management, ETFs, Bonds, Investment Advisory
Education
McMaster University
BA, Economics
Lorne Park
Celernus Investment Partners Inc. September 2011 - Present
Gabriel Hound Capital January 2010 - September 2011
DundeeWealth Inc October 2006 - September 2009
TD Waterhouse Private Investment Advice April 2004 - September 2006
TD Securities September 2002 - April 2004
Skills
Investments, Wealth Management, Asset Allocation, Investment Strategies, Securities, Fixed Income, Portfolio Management, Hedge Funds, Equities, Business Strategy, Asset Management, Asset Managment, Mutual Funds, Derivatives, Bloomberg, Equity Research, Capital Markets, Alternative Investments, Valuation, Investment Management, ETFs, Bonds, Investment Advisory
Education
McMaster University
BA, Economics
Lorne Park
Gary Bertleff Gary Bertleff's DundeeWealth Inc Experience January 2003 - Present
Job Business Analyst
Industry Financial Services
Experience
DundeeWealth Inc January 2003 - Present
United Parcel Service 1990 - 2000
Skills
SQL, C#, VB.NET, JavaScript, Java, Microsoft Office, Visual Basic, Mutual Funds, Investment Strategies, SharePoint, Securities, Microsoft Excel, Equities, Investments, Banking, Team Leadership, Business Analysis, Financial Services, Finance
Education
Concordia University 1984 — 1987
Bachelors, Commerce
Vanier College 1979 — 1982
College, Instrumentation & Control
Canadian Securities Institute
CIM, CSC
Chomedy Polyvalent
Concordia University Center for Continuing Education
Diploma In Visual Studio.Net Applications Development
DundeeWealth Inc January 2003 - Present
United Parcel Service 1990 - 2000
Skills
SQL, C#, VB.NET, JavaScript, Java, Microsoft Office, Visual Basic, Mutual Funds, Investment Strategies, SharePoint, Securities, Microsoft Excel, Equities, Investments, Banking, Team Leadership, Business Analysis, Financial Services, Finance
Education
Concordia University 1984 — 1987
Bachelors, Commerce
Vanier College 1979 — 1982
College, Instrumentation & Control
Canadian Securities Institute
CIM, CSC
Chomedy Polyvalent
Concordia University Center for Continuing Education
Diploma In Visual Studio.Net Applications Development
Iryna Reim Iryna Reim's DundeeWealth Inc 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
Emma Sako Emma Sako's DundeeWealth Inc Experience July 2011 - August 2012
Job Student at Law at Torys LLP
Industry Financial Services
Experience
Torys LLP August 2015 - Present
Torys LLP May 2014 - Present
Sport Solution Clinic, Western Law/AthletesCan September 2013 - Present
Western Business Law Clinic May 2013 - Present
Sport Solution Clinic, Western Law/AthletesCan September 2012 - September 2013
Western Business Law Clinic September 2012 - April 2013
DundeeWealth Inc July 2011 - August 2012
HSBC Securities January 2010 - April 2010
Scotiabank Global Banking and Markets April 2008 - August 2008
Scotiabank Global Banking and Markets May 2007 - August 2007
Education
The University of Western Ontario 2012 — 2015
Juris Doctorate, Law
ESADE Business & Law School 2014 — 2014
Juris Doctor (J.D.), Law
McMaster University 2005 — 2009
Honours Bachelor of Commerce, Finance, DeGroote School of Business
Torys LLP August 2015 - Present
Torys LLP May 2014 - Present
Sport Solution Clinic, Western Law/AthletesCan September 2013 - Present
Western Business Law Clinic May 2013 - Present
Sport Solution Clinic, Western Law/AthletesCan September 2012 - September 2013
Western Business Law Clinic September 2012 - April 2013
DundeeWealth Inc July 2011 - August 2012
HSBC Securities January 2010 - April 2010
Scotiabank Global Banking and Markets April 2008 - August 2008
Scotiabank Global Banking and Markets May 2007 - August 2007
Education
The University of Western Ontario 2012 — 2015
Juris Doctorate, Law
ESADE Business & Law School 2014 — 2014
Juris Doctor (J.D.), Law
McMaster University 2005 — 2009
Honours Bachelor of Commerce, Finance, DeGroote School of Business
Anil Persaud Anil Persaud's DundeeWealth Inc Experience March 2006 - February 2009
Job Sr. Business Analyst at Scotiabank
Industry Financial Services
Experience
Scotiabank March 2009 - Present
DundeeWealth Inc. March 2006 - February 2009
DundeeWealth Inc December 2004 - March 2006
RBC Dexia Investor Services May 2001 - August 2002
Assante Wealth Management May 2001 - August 2002
IFDS May 2000 - October 2000
Skills
Mutual Funds, Securities, Business Analysis, Financial Services, Fixed Income, Trading Systems, Equities, Business Process Mapping, Business Requirements, Requirements Gathering, Wealth Management, Back Office, Data Analysis, Requirements Analysis, Salesforce.com
Education
Ryerson University 2001 — 2004
BComm, Information Technology Management
University of Minnesota-Twin Cities
Business Analysis Certificate
Scotiabank March 2009 - Present
DundeeWealth Inc. March 2006 - February 2009
DundeeWealth Inc December 2004 - March 2006
RBC Dexia Investor Services May 2001 - August 2002
Assante Wealth Management May 2001 - August 2002
IFDS May 2000 - October 2000
Skills
Mutual Funds, Securities, Business Analysis, Financial Services, Fixed Income, Trading Systems, Equities, Business Process Mapping, Business Requirements, Requirements Gathering, Wealth Management, Back Office, Data Analysis, Requirements Analysis, Salesforce.com
Education
Ryerson University 2001 — 2004
BComm, Information Technology Management
University of Minnesota-Twin Cities
Business Analysis Certificate
Abdullah Naqvi's DundeeWealth Inc Experience November 2010 - October 2012
Job Finance Professional
Industry Financial Services
Experience
BMO Financial Group January 2014 - July 2015
TMX Group October 2012 - October 2013
DundeeWealth Inc. November 2010 - October 2012
Apple Express October 2010 - November 2010
Electro-Motive Diesels May 2008 - April 2009
The Canadian Depository for Securities Limited (CDS) May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Accounting, Internal Controls, Access, Finance, SAP, Analysis, Auditing, Accounts Receivable, Budgets, Financial Reporting, Payroll, Financial Services
Education
McMaster University 2005 — 2010
Honours Bachelor of Commerce, Accounting and Financial Management Services
BMO Financial Group January 2014 - July 2015
TMX Group October 2012 - October 2013
DundeeWealth Inc. November 2010 - October 2012
Apple Express October 2010 - November 2010
Electro-Motive Diesels May 2008 - April 2009
The Canadian Depository for Securities Limited (CDS) May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Accounting, Internal Controls, Access, Finance, SAP, Analysis, Auditing, Accounts Receivable, Budgets, Financial Reporting, Payroll, Financial Services
Education
McMaster University 2005 — 2010
Honours Bachelor of Commerce, Accounting and Financial Management Services
Farhan Hamidani Farhan Hamidani's DundeeWealth Inc Experience October 2009 - October 2013
Job Chief Operating Officer & Managing Director at HollisWealth (Scotiabank Global Wealth & Insurance)
Industry Financial Services
Experience
HollisWealth November 2013 - Present
DundeeWealth Inc. October 2009 - October 2013
DundeeWealth Inc. July 2008 - October 2009
DundeeWealth Inc. May 2006 - June 2008
Harrington Lane Inc. March 2005 - April 2006
Simon Fraser University & Norshield Asset Management April 2004 - August 2004
MD Private Trust 2002 - 2003
Investors Group June 2000 - November 2002
Dollar Craze & Discount Gallery May 1991 - May 2000
Sears Canada May 1997 - December 1998
Skills
Wealth Management, Executive Management, Business Strategy, Financial Advisory, New Business Development, Brand Development, Media Relations, Social Media, Mobile Technology, Change Management, Process Engineering, Public Relations, Team Building, Team Leadership, Marketing Strategy, Sales Management, Investment Advisory, Superior Client Service, Budgets, Cross-functional Team..., Strategic Financial..., Mutual Funds, Strategy, Portfolio Management, Investments, Business Planning, Business Development, Financial Services
Education
Canadian Securities Institute 2008 — 2008
PDO, Partners, Directors & Senior Officers Course
American Academy of Financial Management 2005 — 2005
CWM, Chartered Wealth Manager
American Academy of Financial Management 2005 — 2005
CTEP, Chartered Trust & Estate Practitioner
Simon Fraser University 2003 — 2005
MBA, Global Asset & Wealth Management
University of Toronto Mississauga 1996 — 2000
B.Comm, Accounting & Corporate Finance
Canadian Securities Institute 1998 — 1999
CSC, Canadian Securities Course
HollisWealth November 2013 - Present
DundeeWealth Inc. October 2009 - October 2013
DundeeWealth Inc. July 2008 - October 2009
DundeeWealth Inc. May 2006 - June 2008
Harrington Lane Inc. March 2005 - April 2006
Simon Fraser University & Norshield Asset Management April 2004 - August 2004
MD Private Trust 2002 - 2003
Investors Group June 2000 - November 2002
Dollar Craze & Discount Gallery May 1991 - May 2000
Sears Canada May 1997 - December 1998
Skills
Wealth Management, Executive Management, Business Strategy, Financial Advisory, New Business Development, Brand Development, Media Relations, Social Media, Mobile Technology, Change Management, Process Engineering, Public Relations, Team Building, Team Leadership, Marketing Strategy, Sales Management, Investment Advisory, Superior Client Service, Budgets, Cross-functional Team..., Strategic Financial..., Mutual Funds, Strategy, Portfolio Management, Investments, Business Planning, Business Development, Financial Services
Education
Canadian Securities Institute 2008 — 2008
PDO, Partners, Directors & Senior Officers Course
American Academy of Financial Management 2005 — 2005
CWM, Chartered Wealth Manager
American Academy of Financial Management 2005 — 2005
CTEP, Chartered Trust & Estate Practitioner
Simon Fraser University 2003 — 2005
MBA, Global Asset & Wealth Management
University of Toronto Mississauga 1996 — 2000
B.Comm, Accounting & Corporate Finance
Canadian Securities Institute 1998 — 1999
CSC, Canadian Securities Course
Sarah Langley, CMP Sarah Langley, CMP's DundeeWealth Inc Experience January 2012 - July 2012
Job Events and Account Manager with a passion for creating strategic marketing events & enhancing customer experience
Industry Events Services
Experience
Novo Nordisk A/S February 2013 - Present
Novo Nordisk A/S July 2012 - February 2013
DundeeWealth Inc January 2012 - July 2012
Stryker July 2008 - October 2011
Stryker August 2006 - July 2008
Drive Products January 2005 - August 2006
Drive Products June 2003 - January 2005
Skills
Management, Event Management, Event Planning, Corporate Events, Trade Shows, Hospitality, Budgets, Contract Negotiation, Leadership, Marketing, Marketing Strategy, Meeting Planning
Education
Humber College 2004 — 2006
Post-Graduate Certificate, Event Management
Sheridan College 2002 — 2003
Post-Gradutate Certificate, Marketing Management
Wilfrid Laurier University 1998 — 2002
BA, Honours Degree in Communications and Sociology, General Degree in Women's Studies
Novo Nordisk A/S February 2013 - Present
Novo Nordisk A/S July 2012 - February 2013
DundeeWealth Inc January 2012 - July 2012
Stryker July 2008 - October 2011
Stryker August 2006 - July 2008
Drive Products January 2005 - August 2006
Drive Products June 2003 - January 2005
Skills
Management, Event Management, Event Planning, Corporate Events, Trade Shows, Hospitality, Budgets, Contract Negotiation, Leadership, Marketing, Marketing Strategy, Meeting Planning
Education
Humber College 2004 — 2006
Post-Graduate Certificate, Event Management
Sheridan College 2002 — 2003
Post-Gradutate Certificate, Marketing Management
Wilfrid Laurier University 1998 — 2002
BA, Honours Degree in Communications and Sociology, General Degree in Women's Studies
Daniel Morelli's DundeeWealth Inc Experience July 2011 - September 2013
Job Business Development Specialists at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds September 2013 - Present
DundeeWealth Inc July 2011 - September 2013
Skills
Financial Analysis, Investments, Teamwork, Mutual Funds, Business Development, Microsoft Office, Microsoft Excel, Financial Modeling, Team Leadership, French, Strategic Financial..., Portfolio Management, Asset Management, REIT, Fixed Income Analysis, Due Diligence, ETFs, Closings, Investment Strategies, Customer Service, Wealth Management, Sales, Financial Services
Education
Concordia University 2009 — 2012
B.Comm, John Molson School of Business, Major in Finance
Dynamic Funds September 2013 - Present
DundeeWealth Inc July 2011 - September 2013
Skills
Financial Analysis, Investments, Teamwork, Mutual Funds, Business Development, Microsoft Office, Microsoft Excel, Financial Modeling, Team Leadership, French, Strategic Financial..., Portfolio Management, Asset Management, REIT, Fixed Income Analysis, Due Diligence, ETFs, Closings, Investment Strategies, Customer Service, Wealth Management, Sales, Financial Services
Education
Concordia University 2009 — 2012
B.Comm, John Molson School of Business, Major in Finance
Patrick Kabrita, CFA, CIM Patrick Kabrita, CFA, CIM's DundeeWealth Inc Experience January 2002 - September 2003
Job Regional Director at SEI
Industry Financial Services
Experience
SEI July 2015 - Present
BMO Nesbitt Burns July 2011 - June 2015
Standard Life February 2008 - July 2011
National Bank Financial September 2003 - February 2008
DundeeWealth Inc January 2002 - September 2003
Cambridge Mercantile April 2001 - December 2001
Skills
Sales, Finance, Financial Management, Microsoft Office, Trading, Investments, Technical Analysis, Networking, Business Development, Client Relationship..., Client Development, Asset Management, Portfolio Management, Equities, Fixed Income, Derivatives, Mutual Funds, Segregated Funds, Retirement Income..., Negotiation, ETFs, Wealth, Retirement Planning, Risk Management, Wealth Management, Financial Services, Managerial Finance, Investment Advisory, High Net Worth..., Financial Markets, Alternative Investments, Structured Products, Investment Management, Securities, Options, Bonds, Investment Strategies, Strategic Financial..., Hedge Funds, Banking, Asset Allocation, Pensions, Retirement, Financial Advisory, Capital Markets, Insurance, Estate Planning, Wealth Management..., Fixed Annuities, Bloomberg
Education
CFA Institute 2001 — 2004
CFA Charter
Concordia University 1995 — 1999
BComm, Finance
Vanier College 1991 — 1994
DEC, Social Sciences / Pure & Applied Sciences
SEI July 2015 - Present
BMO Nesbitt Burns July 2011 - June 2015
Standard Life February 2008 - July 2011
National Bank Financial September 2003 - February 2008
DundeeWealth Inc January 2002 - September 2003
Cambridge Mercantile April 2001 - December 2001
Skills
Sales, Finance, Financial Management, Microsoft Office, Trading, Investments, Technical Analysis, Networking, Business Development, Client Relationship..., Client Development, Asset Management, Portfolio Management, Equities, Fixed Income, Derivatives, Mutual Funds, Segregated Funds, Retirement Income..., Negotiation, ETFs, Wealth, Retirement Planning, Risk Management, Wealth Management, Financial Services, Managerial Finance, Investment Advisory, High Net Worth..., Financial Markets, Alternative Investments, Structured Products, Investment Management, Securities, Options, Bonds, Investment Strategies, Strategic Financial..., Hedge Funds, Banking, Asset Allocation, Pensions, Retirement, Financial Advisory, Capital Markets, Insurance, Estate Planning, Wealth Management..., Fixed Annuities, Bloomberg
Education
CFA Institute 2001 — 2004
CFA Charter
Concordia University 1995 — 1999
BComm, Finance
Vanier College 1991 — 1994
DEC, Social Sciences / Pure & Applied Sciences
Patrick Forrett Patrick Forrett's DundeeWealth Inc Experience May 2007 - August 2009
Job Associate VicePresident, Product
Industry Investment Management
Experience
Sentry Investments May 2012 - Present
BV Ventures August 2011 - December 2011
DundeeWealth Inc May 2007 - August 2009
Bernstein Investment Research and Management December 1999 - July 2005
Global Strategy Financial September 1996 - August 1999
University of Toronto April 1998 - April 1998
Lévesque Beaubien Geoffrion October 1994 - September 1996
Montreal Exchange March 1995 - March 1996
BARRA July 1992 - September 1994
Skills
Strategic Planning, Risk Management, French, Performance Attribution, Portfolio Analysis, Product Management, Marketing Communications, Public Speaking, Product Marketing, LOB Marketing, Quantitative Risk..., Marketing, Portfolio Management
Education
George Brown College 2009 — 2011
College Diploma, Culinary Management
McGill University 1991 — 1994
MBA, Investment management, finance
Massachusetts Institute of Technology 1984 — 1989
Sc.B., Architecture and Design
Sentry Investments May 2012 - Present
BV Ventures August 2011 - December 2011
DundeeWealth Inc May 2007 - August 2009
Bernstein Investment Research and Management December 1999 - July 2005
Global Strategy Financial September 1996 - August 1999
University of Toronto April 1998 - April 1998
Lévesque Beaubien Geoffrion October 1994 - September 1996
Montreal Exchange March 1995 - March 1996
BARRA July 1992 - September 1994
Skills
Strategic Planning, Risk Management, French, Performance Attribution, Portfolio Analysis, Product Management, Marketing Communications, Public Speaking, Product Marketing, LOB Marketing, Quantitative Risk..., Marketing, Portfolio Management
Education
George Brown College 2009 — 2011
College Diploma, Culinary Management
McGill University 1991 — 1994
MBA, Investment management, finance
Massachusetts Institute of Technology 1984 — 1989
Sc.B., Architecture and Design
Thomas Collison's DundeeWealth Inc Experience February 2012 - September 2013
Job Senior Financial Advisor at Scotiabank
Industry Financial Services
Experience
Scotiabank July 2014 - Present
Scotiabank September 2013 - July 2014
DundeeWealth Inc February 2012 - September 2013
Manulife Securities July 2009 - March 2012
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Strategic Financial..., Estate Planning, Investment Strategies, Investments, Financial Advisory, Securities, Fixed Annuities, Wealth Accumulation, Wealth, Asset Allocation
Education
Conestoga College
Advanced Diploma, Business Administration - Financial Planning
Scotiabank July 2014 - Present
Scotiabank September 2013 - July 2014
DundeeWealth Inc February 2012 - September 2013
Manulife Securities July 2009 - March 2012
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Strategic Financial..., Estate Planning, Investment Strategies, Investments, Financial Advisory, Securities, Fixed Annuities, Wealth Accumulation, Wealth, Asset Allocation
Education
Conestoga College
Advanced Diploma, Business Administration - Financial Planning
Jesse Steiner, M.A., C.I.M.®'s DundeeWealth Inc Experience 2006 - 2011
Job Investment Advisor with TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth PIA 2011 - Present
TD Wealth Insurance Services Inc 2011 - Present
Department of National Defence May 2000 - 2015
DundeeWealth Inc 2006 - 2011
Education
CSI - Canadian Securities Institute
Chartered Investment Manager (CIM)
AMF - Autorite des Marches Financiers
College of Europe 2004 — 2005
M.A., European Studies (Adminitration & Politics)
Bishop's University 2000 — 2004
B.A. Honors, Economics & Politics
Royal Holloway, University of London 2001 — 2002
B.A., Economics
Marianopolis College 1998 — 2000
TD Wealth PIA 2011 - Present
TD Wealth Insurance Services Inc 2011 - Present
Department of National Defence May 2000 - 2015
DundeeWealth Inc 2006 - 2011
Education
CSI - Canadian Securities Institute
Chartered Investment Manager (CIM)
AMF - Autorite des Marches Financiers
College of Europe 2004 — 2005
M.A., European Studies (Adminitration & Politics)
Bishop's University 2000 — 2004
B.A. Honors, Economics & Politics
Royal Holloway, University of London 2001 — 2002
B.A., Economics
Marianopolis College 1998 — 2000
Allison Ungvarsky Allison Ungvarsky's DundeeWealth Inc Experience August 2011 - Present
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
Philip Morkel Philip Morkel's DundeeWealth Inc Experience 2006 - 2008
Job Advisor for Dibrina Sure Financial Group Inc.
Industry Financial Services
Experience
DiBrina Sure Benefit Consulting Inc September 2014 - Present
Rubicon Financial Group Inc October 2006 - Present
DundeeWealth Inc 2006 - 2008
Investors Group Financial Services Inc. 2004 - 2005
Hown Management Close Corporation 2001 - 2004
Liberty Life 1989 - 2001
Standard Bank January 1979 - 1987
Skills
Retirement Planning, Estate Planning, Financial Planning, Retirement, Employee Benefits, Pensions, Strategic Financial..., Wealth Management, Wealth, Investments, Mutual Funds, Finance, Investment Advisory, Financial Planners, Insurance, Succession Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Mortgage Lending, Portfolio Management, Residential Mortgages
Education
University of South Africa/Universiteit van Suid-Afrika 1998 — 2001
AFP, Financial Planning
Sea Point Boys High School Cape Town South Africa 1967 — 1970
DiBrina Sure Benefit Consulting Inc September 2014 - Present
Rubicon Financial Group Inc October 2006 - Present
DundeeWealth Inc 2006 - 2008
Investors Group Financial Services Inc. 2004 - 2005
Hown Management Close Corporation 2001 - 2004
Liberty Life 1989 - 2001
Standard Bank January 1979 - 1987
Skills
Retirement Planning, Estate Planning, Financial Planning, Retirement, Employee Benefits, Pensions, Strategic Financial..., Wealth Management, Wealth, Investments, Mutual Funds, Finance, Investment Advisory, Financial Planners, Insurance, Succession Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Mortgage Lending, Portfolio Management, Residential Mortgages
Education
University of South Africa/Universiteit van Suid-Afrika 1998 — 2001
AFP, Financial Planning
Sea Point Boys High School Cape Town South Africa 1967 — 1970
Danielle Ewasiuk's DundeeWealth Inc Experience July 2008 - February 2009
Job Manager, Strategic Initiatives at BMO
Industry Financial Services
Experience
BMO September 2012 - Present
The Leighston Group Inc. July 2009 - Present
BMO Financial Group August 2010 - August 2012
Ministry of Government Services April 2010 - August 2010
Monitor 24-7 Inc. August 2009 - March 2010
DundeeWealth Inc July 2008 - February 2009
Dundee Securities January 2006 - July 2008
Intelex Technologies Inc. June 2005 - January 2006
The Siroky Group Inc September 2002 - June 2005
Skills
Vendor Management, System Configuration, Change Management, Integration, Analysis, Project Management, IT Management, CRM, Business Intelligence, SDLC, Business Analysis, PMO, Requirements Gathering, Requirements Analysis, Management
Education
Seneca College of Applied Arts and Technology 2000 — 2002
Computer Programming & Analysis
University of Alberta
Economics
BMO September 2012 - Present
The Leighston Group Inc. July 2009 - Present
BMO Financial Group August 2010 - August 2012
Ministry of Government Services April 2010 - August 2010
Monitor 24-7 Inc. August 2009 - March 2010
DundeeWealth Inc July 2008 - February 2009
Dundee Securities January 2006 - July 2008
Intelex Technologies Inc. June 2005 - January 2006
The Siroky Group Inc September 2002 - June 2005
Skills
Vendor Management, System Configuration, Change Management, Integration, Analysis, Project Management, IT Management, CRM, Business Intelligence, SDLC, Business Analysis, PMO, Requirements Gathering, Requirements Analysis, Management
Education
Seneca College of Applied Arts and Technology 2000 — 2002
Computer Programming & Analysis
University of Alberta
Economics
Jorge Ramos, CFP, CLU, CHS Jorge Ramos, CFP, CLU, CHS's DundeeWealth Inc Experience 1998 - 2001
Job Senior Estate Planning Consultant
Industry Insurance
Experience
Assante Wealth Management October 2014 - Present
Financial Intelligence September 2007 - Present
Industrial Alliance February 2010 - October 2014
Weigh House Investor Services 2009 - 2010
BMO Harris Private Banking September 2007 - February 2009
Transamerica Life Canada 2001 - 2007
Aegon 2001 - 2007
DundeeWealth Inc. 1998 - 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Insurance, Investments, Mutual Funds, Life Insurance, Disability Insurance, Estate Planning, Retirement, Critical Illness, Investment Strategies, Business Strategy, Financial Services, Portfolio Management, Financial Planners, Strategic Planning, Fixed Annuities, Business Planning, Marketing Strategy, Financial Advisory, Investment Advisory, Term Life Insurance, Wealth, Financial Planning, Health Insurance, Long-term Care, Sales, Small Business, Coaching, Risk Management, Employee Benefits, Pensions, Finance, Relationship Management, Management, Asset Allocation, Securities, Financial Analysis, Leadership, Strategy
Education
Centennial College 1989 — 1992
International Business, International Business
De La Salle 1984 — 1987
High School, High School
Assante Wealth Management October 2014 - Present
Financial Intelligence September 2007 - Present
Industrial Alliance February 2010 - October 2014
Weigh House Investor Services 2009 - 2010
BMO Harris Private Banking September 2007 - February 2009
Transamerica Life Canada 2001 - 2007
Aegon 2001 - 2007
DundeeWealth Inc. 1998 - 2001
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Insurance, Investments, Mutual Funds, Life Insurance, Disability Insurance, Estate Planning, Retirement, Critical Illness, Investment Strategies, Business Strategy, Financial Services, Portfolio Management, Financial Planners, Strategic Planning, Fixed Annuities, Business Planning, Marketing Strategy, Financial Advisory, Investment Advisory, Term Life Insurance, Wealth, Financial Planning, Health Insurance, Long-term Care, Sales, Small Business, Coaching, Risk Management, Employee Benefits, Pensions, Finance, Relationship Management, Management, Asset Allocation, Securities, Financial Analysis, Leadership, Strategy
Education
Centennial College 1989 — 1992
International Business, International Business
De La Salle 1984 — 1987
High School, High School
Saeedah A. Ahamad's DundeeWealth Inc Experience June 2007 - September 2009
Job The Hospital for Sick Children
Industry Hospital & Health Care
Experience
The Hospital for Sick Children November 2013 - Present
The Hospital for Sick Children November 2012 - November 2013
Women's College Hospital April 2010 - August 2012
DundeeWealth Inc June 2007 - September 2009
Centennial College September 2004 - August 2007
Skills
Research, Program Development, Non-profits, Team Building, Healthcare, Nonprofits, Human Resources, Training, Management, Leadership, Recruiting, Interviews, Employee Relations, Time Management, Clinical Research, Payroll, Project Planning, Outlook, Teamwork, Policy, Software Documentation, Leadership Development, Administrative...
Education
University of Toronto 2015 — 2016
Post Graduate Certificate, Project Management
Centennial College 2004 — 2007
Human Resources Management
Centennial College 2004 — 2006
Medical/Health Management and Clinical Assistant/Specialist
The Hospital for Sick Children November 2013 - Present
The Hospital for Sick Children November 2012 - November 2013
Women's College Hospital April 2010 - August 2012
DundeeWealth Inc June 2007 - September 2009
Centennial College September 2004 - August 2007
Skills
Research, Program Development, Non-profits, Team Building, Healthcare, Nonprofits, Human Resources, Training, Management, Leadership, Recruiting, Interviews, Employee Relations, Time Management, Clinical Research, Payroll, Project Planning, Outlook, Teamwork, Policy, Software Documentation, Leadership Development, Administrative...
Education
University of Toronto 2015 — 2016
Post Graduate Certificate, Project Management
Centennial College 2004 — 2007
Human Resources Management
Centennial College 2004 — 2006
Medical/Health Management and Clinical Assistant/Specialist
Karim Mecklai, BA(Econ),Dipl(Acct) Hons., PDO's DundeeWealth Inc Experience 2009 - January 2010
Job Business Development Executive Financial Services
Industry Financial Services
Experience
Bline Save consultants Inc. September 2015 - Present
Portfolio Strategies Securities Inc October 2011 - Present
B2B Bank March 2011 - October 2011
Beacon Wealth Management January 2010 - August 2011
DundeeWealth Inc. 2009 - January 2010
Assante Wealth Management July 2003 - November 2008
Equion Financial Group May 2000 - February 2002
CM Oliver Financial Corporation July 1998 - April 2000
Skills
Accounting, Regulatory Risk, Investments, Regulations, Wealth Management, Mutual Funds, Strategic Financial..., Securities, Business Development, Investment Strategies, Investment Advisory, Estate Planning, Financial Services, Portfolio Management, Strategy, Financial Advisory, Retirement, Equities, ETFs, Wealth, Retirement Planning, Asset Management, Investment Management, Finance, Financial Planners, Insurance, Alternative Investments, Wealth Management..., Banking, Asset Allocation, Private Equity, Hedge Funds, Relationship Management, High Net Worth..., Fixed Income, Bonds, Capital Markets, Corporate Finance, Financial Risk, Fixed Annuities, Investment Banking, Pensions, Risk Management, Financial Planning
Education
CSI Institute (PDO) 2007 — 2007
PDO (IIROC), Financial services Exam
Langara College (CGA Program) 1987 — 1989
Diploma Hons, Accounting(3rd level CGA)
The University of British Columbia 1980 — 1984
BA, Economics
Bline Save consultants Inc. September 2015 - Present
Portfolio Strategies Securities Inc October 2011 - Present
B2B Bank March 2011 - October 2011
Beacon Wealth Management January 2010 - August 2011
DundeeWealth Inc. 2009 - January 2010
Assante Wealth Management July 2003 - November 2008
Equion Financial Group May 2000 - February 2002
CM Oliver Financial Corporation July 1998 - April 2000
Skills
Accounting, Regulatory Risk, Investments, Regulations, Wealth Management, Mutual Funds, Strategic Financial..., Securities, Business Development, Investment Strategies, Investment Advisory, Estate Planning, Financial Services, Portfolio Management, Strategy, Financial Advisory, Retirement, Equities, ETFs, Wealth, Retirement Planning, Asset Management, Investment Management, Finance, Financial Planners, Insurance, Alternative Investments, Wealth Management..., Banking, Asset Allocation, Private Equity, Hedge Funds, Relationship Management, High Net Worth..., Fixed Income, Bonds, Capital Markets, Corporate Finance, Financial Risk, Fixed Annuities, Investment Banking, Pensions, Risk Management, Financial Planning
Education
CSI Institute (PDO) 2007 — 2007
PDO (IIROC), Financial services Exam
Langara College (CGA Program) 1987 — 1989
Diploma Hons, Accounting(3rd level CGA)
The University of British Columbia 1980 — 1984
BA, Economics
Samuel Daviau Samuel Daviau's DundeeWealth Inc Experience May 2011 - August 2011
Job Dealer Growth Consultant at Statflo
Industry Financial Services
Experience
Statflo July 2015 - Present
Venture for Canada March 2015 - Present
Lay-Up Youth Basketball Scholarship 2014 - Present
McGill University October 2014 - May 2015
TD May 2014 - August 2014
McGill Business Consulting Group August 2013 - May 2014
McGill University September 2013 - April 2014
Imperial Capital Corporation June 2012 - August 2012
DundeeWealth Inc May 2011 - August 2011
Skills
Financial Analysis, Bloomberg, Financial Modeling, Microsoft Office, Capital IQ, Corporate Finance, Analysis, Financial Accounting, Sales, Start-up Environment, Customer Acquisition, Outbound Marketing, Inbound Marketing, Inbound Lead Generation, Telecommunications, Microsoft Excel, Teamwork
Education
McGill University 2010 — 2015
Bachelor of Commerce (BCom), Finance Major, Accounting Major
Tsinghua University 2013 — 2013
Bachelor of Commerce (BCom), Exchange Term Abroad
Statflo July 2015 - Present
Venture for Canada March 2015 - Present
Lay-Up Youth Basketball Scholarship 2014 - Present
McGill University October 2014 - May 2015
TD May 2014 - August 2014
McGill Business Consulting Group August 2013 - May 2014
McGill University September 2013 - April 2014
Imperial Capital Corporation June 2012 - August 2012
DundeeWealth Inc May 2011 - August 2011
Skills
Financial Analysis, Bloomberg, Financial Modeling, Microsoft Office, Capital IQ, Corporate Finance, Analysis, Financial Accounting, Sales, Start-up Environment, Customer Acquisition, Outbound Marketing, Inbound Marketing, Inbound Lead Generation, Telecommunications, Microsoft Excel, Teamwork
Education
McGill University 2010 — 2015
Bachelor of Commerce (BCom), Finance Major, Accounting Major
Tsinghua University 2013 — 2013
Bachelor of Commerce (BCom), Exchange Term Abroad
Christine Yeates, CHRP Christine Yeates, CHRP's DundeeWealth Inc Experience August 2011 - October 2013
Job Specialist, Total Rewards, Dream Unlimited
Industry Real Estate
Experience
Dream Unlimited May 2014 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - May 2014
DundeeWealth Inc August 2011 - October 2013
DundeeWealth Inc October 2010 - May 2011
Education
Griffith University 2007 — 2008
Bachelor of Business, Human Resource Management
Durham College 2005 — 2007
Business Administration, Human Resources
University of Toronto
Project Management
Dream Unlimited May 2014 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - May 2014
DundeeWealth Inc August 2011 - October 2013
DundeeWealth Inc October 2010 - May 2011
Education
Griffith University 2007 — 2008
Bachelor of Business, Human Resource Management
Durham College 2005 — 2007
Business Administration, Human Resources
University of Toronto
Project Management
robert pattillo's DundeeWealth Inc Experience March 2007 - October 2011
Job Brand, Corporate Communication Strategy
Industry Public Relations and Communications
Experience
Scotiabank October 2011 - October 2014
DundeeWealth Inc. March 2007 - October 2011
Robert Pattillo Corporate Communications February 2005 - March 2007
Toronto Stock Exchange February 2001 - February 2005
Sun Life Financial September 1998 - February 2001
Alliance Communications Corporation September 1995 - September 1998
CBC January 1992 - September 1995
Ernst & Young February 1989 - January 1992
Scotiabank February 1984 - February 1987
Royal Commission on the Economic Union and Development Prospects for Canada (Macdonald Commission) February 1983 - February 1984
Skills
Management, Microsoft Word, Research, Microsoft Excel, Microsoft Office, Corporate Communications, Internal Communications, Marketing Communications, Media Relations, Press Releases, Public Relations, Social Media, Strategic Communications, Strategic Planning
Education
Saint Mary's University 1975 — 1976
Bachelor of Education (BEd), Special Education and Teaching
Dalhousie University 1970 — 1973
Bachelor's degree, History, Economics
Scotiabank October 2011 - October 2014
DundeeWealth Inc. March 2007 - October 2011
Robert Pattillo Corporate Communications February 2005 - March 2007
Toronto Stock Exchange February 2001 - February 2005
Sun Life Financial September 1998 - February 2001
Alliance Communications Corporation September 1995 - September 1998
CBC January 1992 - September 1995
Ernst & Young February 1989 - January 1992
Scotiabank February 1984 - February 1987
Royal Commission on the Economic Union and Development Prospects for Canada (Macdonald Commission) February 1983 - February 1984
Skills
Management, Microsoft Word, Research, Microsoft Excel, Microsoft Office, Corporate Communications, Internal Communications, Marketing Communications, Media Relations, Press Releases, Public Relations, Social Media, Strategic Communications, Strategic Planning
Education
Saint Mary's University 1975 — 1976
Bachelor of Education (BEd), Special Education and Teaching
Dalhousie University 1970 — 1973
Bachelor's degree, History, Economics
Sumeet Pelia CPA, CMA Sumeet Pelia CPA, CMA's DundeeWealth Inc Experience September 2006 - March 2009
Job Consulting Manager at PwC Canada
Industry Information Technology and Services
Experience
PwC Canada January 2015 - Present
Objectifi Inc February 2011 - 2015
DundeeWealth Inc September 2006 - March 2009
Xstrata February 2006 - September 2006
CIBC October 2004 - February 2006
Oxegen Inc. October 2002 - September 2004
Skills
Business Analysis, SOX, Forecasting, Documentation, Compliance, Requirements Gathering, IT Governance, Corporate Governance, Internal Controls, Sales Support, Sales Presentations, Technical Presentations, Group Presentations, Presentation Development, Financial Modeling, Business Modeling, Accounting, Risk Assessment, Audit, Process Engineering, Process Improvement, Strategic Planning, Change Management, Analysis, Team Leadership, Requirements Analysis, Business Process..., Training & Development, Reporting & Analysis, SharePoint, Program Management, Access, Business Intelligence, Governance, Sarbanes-Oxley Act, SDLC, Auditing, Integration, Software Documentation, Risk Management
Education
University of Waterloo 1997 — 2002
Honours Mathematics
Syracuse University 2008 — 2010
Master of Business Administration (M.B.A.), Marketing
PwC Canada January 2015 - Present
Objectifi Inc February 2011 - 2015
DundeeWealth Inc September 2006 - March 2009
Xstrata February 2006 - September 2006
CIBC October 2004 - February 2006
Oxegen Inc. October 2002 - September 2004
Skills
Business Analysis, SOX, Forecasting, Documentation, Compliance, Requirements Gathering, IT Governance, Corporate Governance, Internal Controls, Sales Support, Sales Presentations, Technical Presentations, Group Presentations, Presentation Development, Financial Modeling, Business Modeling, Accounting, Risk Assessment, Audit, Process Engineering, Process Improvement, Strategic Planning, Change Management, Analysis, Team Leadership, Requirements Analysis, Business Process..., Training & Development, Reporting & Analysis, SharePoint, Program Management, Access, Business Intelligence, Governance, Sarbanes-Oxley Act, SDLC, Auditing, Integration, Software Documentation, Risk Management
Education
University of Waterloo 1997 — 2002
Honours Mathematics
Syracuse University 2008 — 2010
Master of Business Administration (M.B.A.), Marketing
Sid Mittal's DundeeWealth Inc Experience May 2010 - August 2010
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
RBC Capital Markets July 2013 - May 2014
Greenhill & Co. June 2012 - August 2012
KIK Custom Products July 2011 - August 2011
DundeeWealth Inc May 2010 - August 2010
Skills
Investment Banking, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Excel, Valuation, Teamwork, Microsoft Office, Data Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Bachelor of Arts, Honors Business Administration (HBA)
Goldman Sachs July 2014 - Present
RBC Capital Markets July 2013 - May 2014
Greenhill & Co. June 2012 - August 2012
KIK Custom Products July 2011 - August 2011
DundeeWealth Inc May 2010 - August 2010
Skills
Investment Banking, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Excel, Valuation, Teamwork, Microsoft Office, Data Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Bachelor of Arts, Honors Business Administration (HBA)
Myra Reisler Myra Reisler's DundeeWealth Inc Experience March 2008 - September 2011
Job Director, Global Banking and Markets and Global Wealth Management Communications at Scotiabank
Industry Financial Services
Experience
Scotiabank August 2014 - Present
Scotiabank September 2011 - August 2014
DundeeWealth Inc March 2008 - September 2011
Media Profile September 2003 - February 2008
Skills
Strategic Communications, Media Relations, Corporate Communications, Speech Writing, Internal Communications, Public Relations, Crisis Communications, Communications Planning, Communication Training, Reputation Management
Education
CSI
Canadian Securities Course
Dalhousie University
Bachelor of Arts (Honours), Classics/Philosophy
Scotiabank August 2014 - Present
Scotiabank September 2011 - August 2014
DundeeWealth Inc March 2008 - September 2011
Media Profile September 2003 - February 2008
Skills
Strategic Communications, Media Relations, Corporate Communications, Speech Writing, Internal Communications, Public Relations, Crisis Communications, Communications Planning, Communication Training, Reputation Management
Education
CSI
Canadian Securities Course
Dalhousie University
Bachelor of Arts (Honours), Classics/Philosophy
Erin Gendron, CFP Erin Gendron, CFP's DundeeWealth Inc Experience January 2005 - 2007
Job Financial Planner
Industry Banking
Experience
TD Bank Financial Group September 2012 - Present
TD Bank Group November 2010 - September 2012
TD Bank Group December 2009 - November 2010
DundeeWealth Inc January 2005 - 2007
RBC Dominion Securities 2003 - 2005
Skills
Investments, Mutual Funds, Real Estate, Wealth Management, Banking, Personal Financial..., Investment Strategies, Financial Services, High Net Worth..., Relationship Management, Retirement Planning, Mortgage Lending
Education
Algonquin College of Applied Arts and Technology 2001 — 2003
Business Administration Finance
St. Lawrence College 2000 — 2001
TD Bank Financial Group September 2012 - Present
TD Bank Group November 2010 - September 2012
TD Bank Group December 2009 - November 2010
DundeeWealth Inc January 2005 - 2007
RBC Dominion Securities 2003 - 2005
Skills
Investments, Mutual Funds, Real Estate, Wealth Management, Banking, Personal Financial..., Investment Strategies, Financial Services, High Net Worth..., Relationship Management, Retirement Planning, Mortgage Lending
Education
Algonquin College of Applied Arts and Technology 2001 — 2003
Business Administration Finance
St. Lawrence College 2000 — 2001
Greenbaum Neil's DundeeWealth Inc Experience November 1999 - September 2005
Job VP, Sales Management at Aston Hill Financial
Industry Financial Services
Experience
Aston Hill Financial July 2013 - Present
Sprott Asset Management February 2012 - April 2013
Dynamic Funds October 2008 - February 2012
Dynamic Funds May 2006 - October 2008
Dynamic Funds September 2005 - May 2006
DundeeWealth Inc November 1999 - September 2005
Dynamic Funds September 1993 - November 1999
Skills
Mutual Funds, Securities, Investment Strategies, Asset Managment, Capital Markets, Wealth Management, Portfolio Management, Asset Allocation, Relationship Management, Fixed Income, Investments, Asset Management, Trading, Leadership, Financial Advisory, Retirement Planning, Investment Advisory, Alternative Investments, Business Planning, Equities, ETFs, Hedge Funds, Training, Private Equity, Time Management
Education
Concordia University 1990 — 1993
BA, History
Forest Hill Collegiate Institute
OSSD
Aston Hill Financial July 2013 - Present
Sprott Asset Management February 2012 - April 2013
Dynamic Funds October 2008 - February 2012
Dynamic Funds May 2006 - October 2008
Dynamic Funds September 2005 - May 2006
DundeeWealth Inc November 1999 - September 2005
Dynamic Funds September 1993 - November 1999
Skills
Mutual Funds, Securities, Investment Strategies, Asset Managment, Capital Markets, Wealth Management, Portfolio Management, Asset Allocation, Relationship Management, Fixed Income, Investments, Asset Management, Trading, Leadership, Financial Advisory, Retirement Planning, Investment Advisory, Alternative Investments, Business Planning, Equities, ETFs, Hedge Funds, Training, Private Equity, Time Management
Education
Concordia University 1990 — 1993
BA, History
Forest Hill Collegiate Institute
OSSD
Elmer Cruz Elmer Cruz's DundeeWealth Inc Experience August 2006 - October 2011
Job Web Designer/Developer | Graphic Designer | Digital Marketing | Social Media | Brand Marketing
Industry Internet
Experience
Scotiabank – Global Wealth Management October 2011 - Present
DundeeWealth Inc August 2006 - October 2011
AIC Limited 2004 - 2006
The Shopping Channel 2004 - 2004
The Hospital for Sick Children 1997 - 2003
Fusion Interactive Incorporated 1996 - 1997
Skills
HTML + CSS, Web Design, Corporate Branding, Desktop Publishing, Storyboarding, Digital Media, Multimedia, Creative Development, Brochures, Graphic Design, Web Development, Illustrator, Dreamweaver, Photoshop, CSS, HTML, Adobe Creative Suite, Brand Development, Website Development, Social Media, Problem Solving, Digital Marketing, Email Marketing, SEO, ebusiness, eCommerce, E-commerce, eBusiness Suite, CQ5, CMS, Art Direction, Graphics, E-business, Photography, Strategic Planning, Customer Experience, Mac, XHTML, User Experience, InDesign, User Interface Design, Interaction Design, Social Media Marketing
Education
George Brown College Continuing Education
Social Media Marketing
Univeristy of Toronto - School of Continuing Studies 2013 — 2013
Certificate in eBusiness / eCommerce Management
Univeristy of Toronto - School of Continuing Studies 2012 — 2013
Certificate in E-Business & Web Marketing, Ecommerce
DPA Communications 2009 — 2009
Certificate, Adobe Flash CS4 Intermediate Actionscripting
NorthernObjects Training Centre 2006 — 2006
Certificate, Macromedia Captivate, Flash Video for Flash MX 2004
triOs College of Information Technology 2002 — 2003
Diploma, E-commerce System Developer
Digital Media Studios 1995 — 1996
Certificate, Interactive Multimedia
George Brown College 1990 — 1993
Diploma in Graphic Design, Marketing, Advertising
Scotiabank – Global Wealth Management October 2011 - Present
DundeeWealth Inc August 2006 - October 2011
AIC Limited 2004 - 2006
The Shopping Channel 2004 - 2004
The Hospital for Sick Children 1997 - 2003
Fusion Interactive Incorporated 1996 - 1997
Skills
HTML + CSS, Web Design, Corporate Branding, Desktop Publishing, Storyboarding, Digital Media, Multimedia, Creative Development, Brochures, Graphic Design, Web Development, Illustrator, Dreamweaver, Photoshop, CSS, HTML, Adobe Creative Suite, Brand Development, Website Development, Social Media, Problem Solving, Digital Marketing, Email Marketing, SEO, ebusiness, eCommerce, E-commerce, eBusiness Suite, CQ5, CMS, Art Direction, Graphics, E-business, Photography, Strategic Planning, Customer Experience, Mac, XHTML, User Experience, InDesign, User Interface Design, Interaction Design, Social Media Marketing
Education
George Brown College Continuing Education
Social Media Marketing
Univeristy of Toronto - School of Continuing Studies 2013 — 2013
Certificate in eBusiness / eCommerce Management
Univeristy of Toronto - School of Continuing Studies 2012 — 2013
Certificate in E-Business & Web Marketing, Ecommerce
DPA Communications 2009 — 2009
Certificate, Adobe Flash CS4 Intermediate Actionscripting
NorthernObjects Training Centre 2006 — 2006
Certificate, Macromedia Captivate, Flash Video for Flash MX 2004
triOs College of Information Technology 2002 — 2003
Diploma, E-commerce System Developer
Digital Media Studios 1995 — 1996
Certificate, Interactive Multimedia
George Brown College 1990 — 1993
Diploma in Graphic Design, Marketing, Advertising
Jason Windle's DundeeWealth Inc Experience November 2009 - January 2011
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.)
Hector Chan, PMP, Cert.APM's DundeeWealth Inc Experience October 2007 - January 2011
Job Project Manager
Industry Financial Services
Experience
Scotiabank February 2011 - Present
DundeeWealth Inc. October 2007 - January 2011
CIBC World Markets January 2006 - October 2007
IncyEdge (IBM Premier Business Partner) January 2002 - December 2005
Amdocs February 2000 - September 2001
CIBC World Markets December 1996 - January 2000
Cotton Ginny July 1994 - December 1996
Skills
Disaster Recovery, ITIL, IT Service Management, Management, SDLC, Risk Management, IT Strategy, Project Delivery, Vendor Management, PMP, Project Portfolio..., Governance, Requirements Analysis
Education
The University of Hong Kong
Bachelor of Arts
Scotiabank February 2011 - Present
DundeeWealth Inc. October 2007 - January 2011
CIBC World Markets January 2006 - October 2007
IncyEdge (IBM Premier Business Partner) January 2002 - December 2005
Amdocs February 2000 - September 2001
CIBC World Markets December 1996 - January 2000
Cotton Ginny July 1994 - December 1996
Skills
Disaster Recovery, ITIL, IT Service Management, Management, SDLC, Risk Management, IT Strategy, Project Delivery, Vendor Management, PMP, Project Portfolio..., Governance, Requirements Analysis
Education
The University of Hong Kong
Bachelor of Arts
Eric Nair, CHRP's DundeeWealth Inc Experience September 2005 - October 2008
Job Senior Learning Consultant
Industry Financial Services
Experience
Bank of Montreal October 2010 - Present
TIC Travel Insurance October 2008 - September 2010
DundeeWealth Inc. September 2005 - October 2008
State Street 1998 - 1999
Skills
Change Management, Process Improvement, Project Management, Banking, Training, Teamwork, Leadership Development, Management, Budgets, Talent Management, Employee Engagement, Business Strategy, Coaching, Performance Management
Education
Trent University 1990 — 1994
Bachelor of Economics, Economics
St. Lawrence College
Diploma in Human Resources Management, Human Resources
Bank of Montreal October 2010 - Present
TIC Travel Insurance October 2008 - September 2010
DundeeWealth Inc. September 2005 - October 2008
State Street 1998 - 1999
Skills
Change Management, Process Improvement, Project Management, Banking, Training, Teamwork, Leadership Development, Management, Budgets, Talent Management, Employee Engagement, Business Strategy, Coaching, Performance Management
Education
Trent University 1990 — 1994
Bachelor of Economics, Economics
St. Lawrence College
Diploma in Human Resources Management, Human Resources
Winston Robinson, CCP, NLP's DundeeWealth Inc Experience July 2005 - December 2005
Job Regional VicePresident, Sales at AGF Management Limited
Industry Investment Management
Experience
AGF Management Limited December 2014 - Present
AGF Management Limited September 2012 - December 2014
AGF Management Limited October 2011 - September 2012
The Lions Circle Leadership Development Organization February 2007 - January 2012
CIBC Asset Management December 2007 - April 2011
Isagenix International Ltd. November 2008 - March 2011
Dundee Securities Corporation June 2006 - October 2007
CI Investments Inc. December 2005 - June 2006
DundeeWealth Inc July 2005 - December 2005
Investors Group Inc. March 2003 - July 2005
Education
St. Marguerite d'Youville
St. Marguerite d'Youville
Centennial College 2009 — 2011
Certification
Certified Coaches Federation 2010 — 2010
Certification
Peak Potentials Training 2006 — 2012
Landmark Education
George Brown College
AGF Management Limited December 2014 - Present
AGF Management Limited September 2012 - December 2014
AGF Management Limited October 2011 - September 2012
The Lions Circle Leadership Development Organization February 2007 - January 2012
CIBC Asset Management December 2007 - April 2011
Isagenix International Ltd. November 2008 - March 2011
Dundee Securities Corporation June 2006 - October 2007
CI Investments Inc. December 2005 - June 2006
DundeeWealth Inc July 2005 - December 2005
Investors Group Inc. March 2003 - July 2005
Education
St. Marguerite d'Youville
St. Marguerite d'Youville
Centennial College 2009 — 2011
Certification
Certified Coaches Federation 2010 — 2010
Certification
Peak Potentials Training 2006 — 2012
Landmark Education
George Brown College
Don Bartlett's DundeeWealth Inc Experience October 2006 - May 2009
Job Director, Digital Productivity and Innovation, Technology Services Management
Industry Information Technology and Services
Experience
Loblaw Companies Limited June 2009 - Present
Dynamic Funds October 2006 - May 2009
DundeeWealth Inc. October 2006 - May 2009
B2B Trust April 2003 - October 2006
Scotiabank April 2000 - April 2003
Skills
Business Analysis, Change Management, Vendor Management, Program Management, Risk Management, Requirements Analysis, Team Leadership, SDLC, IT Strategy, Project Management, Financial Services, Business Process...
Education
Saint Mary's University 1991 — 1994
BA, Sociology
Loblaw Companies Limited June 2009 - Present
Dynamic Funds October 2006 - May 2009
DundeeWealth Inc. October 2006 - May 2009
B2B Trust April 2003 - October 2006
Scotiabank April 2000 - April 2003
Skills
Business Analysis, Change Management, Vendor Management, Program Management, Risk Management, Requirements Analysis, Team Leadership, SDLC, IT Strategy, Project Management, Financial Services, Business Process...
Education
Saint Mary's University 1991 — 1994
BA, Sociology
Tonia Krauser's DundeeWealth Inc Experience 2006 - 2008
Job Director of Communications, Second Harvest
Industry Nonprofit Organization Management
Experience
Second Harvest 2008 - Present
DundeeWealth Inc. 2006 - 2008
EF Educational Tours 2005 - 2006
Mackenzie Investments 2001 - 2005
Merrill Lynch 2000 - 2001
Skills
Marketing Communications, Media Relations, Event Management, Social Media, Sponsorship, Fundraising, Strategic Communications, Public Relations, Marketing, Volunteer Management, Nonprofits, Event Planning, Corporate Communications
Education
University of Toronto 2007 — 2007
Corporate Communications
George Brown College 2002 — 2003
Marketing Management Certification & PR
Toronto School of Business 1998 — 1999
Business Administration Diploma, Honour Roll
Second Harvest 2008 - Present
DundeeWealth Inc. 2006 - 2008
EF Educational Tours 2005 - 2006
Mackenzie Investments 2001 - 2005
Merrill Lynch 2000 - 2001
Skills
Marketing Communications, Media Relations, Event Management, Social Media, Sponsorship, Fundraising, Strategic Communications, Public Relations, Marketing, Volunteer Management, Nonprofits, Event Planning, Corporate Communications
Education
University of Toronto 2007 — 2007
Corporate Communications
George Brown College 2002 — 2003
Marketing Management Certification & PR
Toronto School of Business 1998 — 1999
Business Administration Diploma, Honour Roll
Andrea Sakamoto's DundeeWealth Inc Experience 1996 - 1998
Job Order Management Representative at Avigilon
Industry Information Technology and Services
Experience
Avigilon Corporation December 2014 - Present
GLENTEL Wireless Solutions October 2013 - November 2014
In Motion Technology June 2012 - August 2013
In Motion Technology September 2007 - June 2012
Citadel Commerce Corp July 2001 - July 2007
E-Success Inc December 1998 - January 2001
DundeeWealth Inc. 1996 - 1998
Skills
Inventory Management, Customer Satisfaction, Salesforce.com, Operations Management, Customer Service, Call Centers, Order Management, CRM, Order Processing, Order Fulfillment, E-commerce, Mobile Devices, Teamwork, Purchase Orders, Sales Process, Mobile Technology, Interpersonal Skill, International Shipping, Customer Engagement, Customer Oriented, Fast-paced, Culture Change, High Tech, Office Administration, Administrative..., Office Management, Market Research, Logistics Management, Sales Administration, Shipping, Microsoft Dynamics, SugarCRM, Coordination, Data Entry, Sales Operations, Sales Management, Wireless, Executive..., Microsoft Office, General Office Skills
Education
British Columbia Institute of Technology 2002 — 2003
Internet Basics and Intro to E-Commerce course
Okanagan College 1989 — 1991
Diploma, Business Adminstration (Marketing)
Revelstoke secondary 1984 — 1989
Avigilon Corporation December 2014 - Present
GLENTEL Wireless Solutions October 2013 - November 2014
In Motion Technology June 2012 - August 2013
In Motion Technology September 2007 - June 2012
Citadel Commerce Corp July 2001 - July 2007
E-Success Inc December 1998 - January 2001
DundeeWealth Inc. 1996 - 1998
Skills
Inventory Management, Customer Satisfaction, Salesforce.com, Operations Management, Customer Service, Call Centers, Order Management, CRM, Order Processing, Order Fulfillment, E-commerce, Mobile Devices, Teamwork, Purchase Orders, Sales Process, Mobile Technology, Interpersonal Skill, International Shipping, Customer Engagement, Customer Oriented, Fast-paced, Culture Change, High Tech, Office Administration, Administrative..., Office Management, Market Research, Logistics Management, Sales Administration, Shipping, Microsoft Dynamics, SugarCRM, Coordination, Data Entry, Sales Operations, Sales Management, Wireless, Executive..., Microsoft Office, General Office Skills
Education
British Columbia Institute of Technology 2002 — 2003
Internet Basics and Intro to E-Commerce course
Okanagan College 1989 — 1991
Diploma, Business Adminstration (Marketing)
Revelstoke secondary 1984 — 1989
Risa Meltzer's DundeeWealth Inc Experience 2005 - 2009
Job Product Development Manager, Business Consultants
Industry Financial Services
Experience
Strategic Information Technology July 2013 - Present
CGI September 2009 - February 2013
DundeeWealth Inc 2005 - 2009
DundeeWealth Inc 2003 - 2005
IBM May 2000 - October 2003
Midland Walwyn 1996 - 2000
First Marathon Securities 1992 - 1996
Merrill Lynch 1986 - 1992
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Integration, Process Improvement, Product Management, Analysis, Management, Vendor Management, User Acceptance Testing, Business Process, Business Process..., Software Documentation, Program Management, Team Management, Risk Management, Business Intelligence, Project Portfolio...
Education
IIBS 2013 — 2013
CBAP, Business Analyst cerfication - IIBA
Centennial College 1977 — 1979
Bachelor of Business Administration (B.B.A.), Business
Strategic Information Technology July 2013 - Present
CGI September 2009 - February 2013
DundeeWealth Inc 2005 - 2009
DundeeWealth Inc 2003 - 2005
IBM May 2000 - October 2003
Midland Walwyn 1996 - 2000
First Marathon Securities 1992 - 1996
Merrill Lynch 1986 - 1992
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Integration, Process Improvement, Product Management, Analysis, Management, Vendor Management, User Acceptance Testing, Business Process, Business Process..., Software Documentation, Program Management, Team Management, Risk Management, Business Intelligence, Project Portfolio...
Education
IIBS 2013 — 2013
CBAP, Business Analyst cerfication - IIBA
Centennial College 1977 — 1979
Bachelor of Business Administration (B.B.A.), Business
DJ Patel's DundeeWealth Inc Experience May 2006 - November 2007
Job Manager, Information Technology at Brainhunter Systems Ltd
Industry Information Technology and Services
Experience
Brainhunter Systems Ltd November 2007 - Present
DundeeWealth Inc. May 2006 - November 2007
CIBC Mellon May 2005 - September 2005
Skills
Active Directory, Windows Server, DNS, System Administration, Management, Virtualization, Requirements Analysis, VPN, Business Analysis, Information Technology, Vendor Management, Network Security, IT Operations, DHCP, Software Documentation, Operations Management, Team Management, VMware
Education
Centennial College 2003 — 2007
Computer and Communication Networking, Bachelor of Applied Information Sciences
Brainhunter Systems Ltd November 2007 - Present
DundeeWealth Inc. May 2006 - November 2007
CIBC Mellon May 2005 - September 2005
Skills
Active Directory, Windows Server, DNS, System Administration, Management, Virtualization, Requirements Analysis, VPN, Business Analysis, Information Technology, Vendor Management, Network Security, IT Operations, DHCP, Software Documentation, Operations Management, Team Management, VMware
Education
Centennial College 2003 — 2007
Computer and Communication Networking, Bachelor of Applied Information Sciences
Doug Glover's DundeeWealth Inc Experience 1998 - 2007
Job Senior Vice President, Operations
Industry Financial Services
Experience
Dundee Securities Limited April 2011 - Present
Hampton Securities Limited October 2007 - March 2011
DundeeWealth Inc. 1998 - 2007
Dundee Securities Limited 1985 - 2007
Deacon Capital Corporation December 1985 - November 1998
Skills
Wealth Management, Capital Markets, Mutual Funds, Equities, Securities, Investments, Asset Managment
Education
Ryerson University 1979 — 1981
Hospitality & Tourism Management
Ryerson
Certified General Accountants Association
Dundee Securities Limited April 2011 - Present
Hampton Securities Limited October 2007 - March 2011
DundeeWealth Inc. 1998 - 2007
Dundee Securities Limited 1985 - 2007
Deacon Capital Corporation December 1985 - November 1998
Skills
Wealth Management, Capital Markets, Mutual Funds, Equities, Securities, Investments, Asset Managment
Education
Ryerson University 1979 — 1981
Hospitality & Tourism Management
Ryerson
Certified General Accountants Association
Nicholas Pohozoff's DundeeWealth Inc Experience January 2013 - April 2013
Job Senior Pricing and Margin Management Analyst at KIK Custom Products
Industry Consumer Goods
Experience
KIK Custom Products April 2015 - Present
KIK Custom Products April 2013 - March 2015
DundeeWealth Inc January 2013 - April 2013
CIBC September 2012 - December 2012
CIBC May 2010 - August 2012
Limestone Capital March 2010 - April 2012
CNIB May 2009 - August 2010
Province of British Columbia September 2006 - June 2008
Skills
Leadership, Investments, Management, Financial Analysis, Public Speaking, Competitive Analysis, Banking, Time Management, Sales, Customer Service, Finance, Corporate Finance, Teamwork, Analysis, Data Analysis, Economics, Microsoft Excel, Market Research
Education
Queen's University 2008 — 2012
Bachelor of Commerce (Honours), Commerce
Szkoła Główna Handlowa w Warszawie / Warsaw School of Economics 2011 — 2011
International Exchange, Economics
CFA Institute
Chartered Financial Analyst
KIK Custom Products April 2015 - Present
KIK Custom Products April 2013 - March 2015
DundeeWealth Inc January 2013 - April 2013
CIBC September 2012 - December 2012
CIBC May 2010 - August 2012
Limestone Capital March 2010 - April 2012
CNIB May 2009 - August 2010
Province of British Columbia September 2006 - June 2008
Skills
Leadership, Investments, Management, Financial Analysis, Public Speaking, Competitive Analysis, Banking, Time Management, Sales, Customer Service, Finance, Corporate Finance, Teamwork, Analysis, Data Analysis, Economics, Microsoft Excel, Market Research
Education
Queen's University 2008 — 2012
Bachelor of Commerce (Honours), Commerce
Szkoła Główna Handlowa w Warszawie / Warsaw School of Economics 2011 — 2011
International Exchange, Economics
CFA Institute
Chartered Financial Analyst
Kelly Dip's DundeeWealth Inc Experience November 2009 - August 2011
Job Graphic and Web Designer
Industry Computer Software
Experience
Camis Inc. February 2012 - Present
Self-Employed January 2005 - Present
DundeeWealth Inc November 2009 - August 2011
Guelph Independent Living November 2007 - December 2009
Victim Services of Waterloo Region December 2003 - November 2007
Skills
Illustrator, Graphics, Corporate Branding, Storytelling, CSS, Copywriting, User Interface Design, Website Development, Layout, Brand Development, Image Editing, Digital Illustration, Mapping, Copy Editing, Marketing Copy, Social Media, Writing, Newsletters, Brochures, Photoshop, Customer Service, Corporate Communications, HTML5, Responsive Web Design, LESS, SASS, Material Design, User Experience, Bootstrap
Education
Conestoga College 2006 — 2009
Certificate
University of Guelph 1999 — 2005
Bachelor's Degree
Camis Inc. February 2012 - Present
Self-Employed January 2005 - Present
DundeeWealth Inc November 2009 - August 2011
Guelph Independent Living November 2007 - December 2009
Victim Services of Waterloo Region December 2003 - November 2007
Skills
Illustrator, Graphics, Corporate Branding, Storytelling, CSS, Copywriting, User Interface Design, Website Development, Layout, Brand Development, Image Editing, Digital Illustration, Mapping, Copy Editing, Marketing Copy, Social Media, Writing, Newsletters, Brochures, Photoshop, Customer Service, Corporate Communications, HTML5, Responsive Web Design, LESS, SASS, Material Design, User Experience, Bootstrap
Education
Conestoga College 2006 — 2009
Certificate
University of Guelph 1999 — 2005
Bachelor's Degree
Graeme Tickner, CFP CIM FMA FCSI's DundeeWealth Inc Experience May 2011 - September 2012
Job Fi at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod June 2013 - Present
DundeeWealth Inc May 2011 - September 2012
Scotia Asset Management L.P> November 2009 - May 2011
Scotia Asset Management 2009 - May 2011
ONE Financial Corporation August 2008 - June 2009
AIM Trimark Investments September 2004 - August 2008
RBC Investments March 2003 - September 2004
CIBC Imperial Services 1999 - 2003
TD Asset Management Inc January 1997 - January 2000
Education
Brock University 1986 — 1989
Business, Economics
Gordon E. Perdue 1979 — 1985
ScotiaMcLeod June 2013 - Present
DundeeWealth Inc May 2011 - September 2012
Scotia Asset Management L.P> November 2009 - May 2011
Scotia Asset Management 2009 - May 2011
ONE Financial Corporation August 2008 - June 2009
AIM Trimark Investments September 2004 - August 2008
RBC Investments March 2003 - September 2004
CIBC Imperial Services 1999 - 2003
TD Asset Management Inc January 1997 - January 2000
Education
Brock University 1986 — 1989
Business, Economics
Gordon E. Perdue 1979 — 1985
Amish Jhangiani's DundeeWealth Inc Experience February 2004 - August 2004
Job Founder at EzVapour eShisha
Industry Logistics and Supply Chain
Experience
TJX Canada/Winners Merchants International L.P. June 2015 - Present
TJX Canada/Winners Merchants International L.P. January 2014 - Present
EzVapour e-Shisha June 2013 - Present
TJX Canada/Winners Merchants International L.P. October 2012 - January 2014
Metro Canada Logistics May 2010 - October 2012
Toshiba TEC Canada Inc. October 2006 - January 2011
Exel July 2009 - April 2010
DundeeWealth Inc February 2004 - August 2004
Skills
Supply Chain Management, Supply Chain, Quality Assurance, Management, Team Leadership, Operations Management, Retail, People Skills, Presentations, Meeting Planning, Client Relations Skills, Manage Client..., Cross-functional Team..., Sales Operations, Logical Thinker, Business Strategy, Marketing, Financial Analysis, Microsoft Excel, PowerPoint, Adobe, SPSS, LMS Test.Lab, WMS Implementations, Access, CRM, Outlook, Business Analysis, Business Process..., 3PL, Inventory Control, Team Building, Customer Satisfaction, Teamwork, Time Management, Warehousing, Logistics
Education
Ryerson University 2005 — 2009
BCOMM, Management with a Finance minor
Stephen Leacock 2000 — 2005
High School
TJX Canada/Winners Merchants International L.P. June 2015 - Present
TJX Canada/Winners Merchants International L.P. January 2014 - Present
EzVapour e-Shisha June 2013 - Present
TJX Canada/Winners Merchants International L.P. October 2012 - January 2014
Metro Canada Logistics May 2010 - October 2012
Toshiba TEC Canada Inc. October 2006 - January 2011
Exel July 2009 - April 2010
DundeeWealth Inc February 2004 - August 2004
Skills
Supply Chain Management, Supply Chain, Quality Assurance, Management, Team Leadership, Operations Management, Retail, People Skills, Presentations, Meeting Planning, Client Relations Skills, Manage Client..., Cross-functional Team..., Sales Operations, Logical Thinker, Business Strategy, Marketing, Financial Analysis, Microsoft Excel, PowerPoint, Adobe, SPSS, LMS Test.Lab, WMS Implementations, Access, CRM, Outlook, Business Analysis, Business Process..., 3PL, Inventory Control, Team Building, Customer Satisfaction, Teamwork, Time Management, Warehousing, Logistics
Education
Ryerson University 2005 — 2009
BCOMM, Management with a Finance minor
Stephen Leacock 2000 — 2005
High School
James Siu, MFin's DundeeWealth Inc Experience April 2008 - September 2010
Job Senior Analyst at CPP Investment Board
Industry Financial Services
Experience
CPP Investment Board December 2014 - Present
TD Bank Group December 2012 - December 2014
RBC Investor Services July 2011 - December 2012
RBC Investor Services September 2010 - July 2011
DundeeWealth Inc. April 2008 - September 2010
TD Canada Trust July 2005 - April 2008
Skills
Global Cash Management, Product Management, Collateral Management, Operational Risk..., Investment Finance, Performance Reporting, Financial Variance..., Retail Banking, Mutual Funds, Bloomberg, Microsoft Office, Microsoft Excel, Chinese, Forecasting, Banking, P&L Analysis, Investments, Cash Management, Finance, Financial Modeling
Education
Queen's University 2012 — 2013
Master of Finance (MFin), Finance
University of Toronto - University College 2003 — 2007
Bachelor of Commerce, Finance and Economics
CFA Institute
Canadian Securities Institute
Canadian Securities Course (CSC), 2007
CPP Investment Board December 2014 - Present
TD Bank Group December 2012 - December 2014
RBC Investor Services July 2011 - December 2012
RBC Investor Services September 2010 - July 2011
DundeeWealth Inc. April 2008 - September 2010
TD Canada Trust July 2005 - April 2008
Skills
Global Cash Management, Product Management, Collateral Management, Operational Risk..., Investment Finance, Performance Reporting, Financial Variance..., Retail Banking, Mutual Funds, Bloomberg, Microsoft Office, Microsoft Excel, Chinese, Forecasting, Banking, P&L Analysis, Investments, Cash Management, Finance, Financial Modeling
Education
Queen's University 2012 — 2013
Master of Finance (MFin), Finance
University of Toronto - University College 2003 — 2007
Bachelor of Commerce, Finance and Economics
CFA Institute
Canadian Securities Institute
Canadian Securities Course (CSC), 2007
Barrington Miller's DundeeWealth Inc Experience 2002 - 2009
Job Director, Client Listed Services at Canadian Securities Exchange
Industry Financial Services
Experience
Canadian Securities Exchange March 2014 - Present
Canadian Securities Exchange October 2011 - February 2014
Raymond James June 2009 - September 2011
Dundee Securities 2002 - 2009
DundeeWealth Inc 2002 - 2009
Skills
Equity Trading, Equities, Securities, Electronic Trading, Trading Systems, Options, Trading, Capital Markets, Financial Markets, Derivatives, Fixed Income, Bloomberg, Proprietary Trading, ETFs, Equity Derivatives, Hedge Funds, Trading Strategies, Mutual Funds, Market Making, Wealth Management, Risk Management, Investment Strategies
Education
Princeton University 1992 — 1996
B.A., English
Canadian Securities Exchange March 2014 - Present
Canadian Securities Exchange October 2011 - February 2014
Raymond James June 2009 - September 2011
Dundee Securities 2002 - 2009
DundeeWealth Inc 2002 - 2009
Skills
Equity Trading, Equities, Securities, Electronic Trading, Trading Systems, Options, Trading, Capital Markets, Financial Markets, Derivatives, Fixed Income, Bloomberg, Proprietary Trading, ETFs, Equity Derivatives, Hedge Funds, Trading Strategies, Mutual Funds, Market Making, Wealth Management, Risk Management, Investment Strategies
Education
Princeton University 1992 — 1996
B.A., English
Lia Glavtcheva's DundeeWealth Inc Experience Legal CoordinatorDundee Corporation and DundeeWealthSeptember 2005 - May 2009
Job Executive Assistant at DundeeWealth Inc.
Industry Executive Office
Experience
DundeeWealth Inc. Legal CoordinatorDundee Corporation and DundeeWealthSeptember 2005 - May 2009
Education
Seneca College of Applied Arts and Technology 2004 — 2005
Post Graduate program, Legal and Corporate Administration
York University 2000 — 2004
BA, Political Science (Global Political Studies)
DundeeWealth Inc. Legal CoordinatorDundee Corporation and DundeeWealthSeptember 2005 - May 2009
Education
Seneca College of Applied Arts and Technology 2004 — 2005
Post Graduate program, Legal and Corporate Administration
York University 2000 — 2004
BA, Political Science (Global Political Studies)
Gail Best's DundeeWealth Inc Experience November 2008 - March 2009
Job Sales Assistant at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns October 2014 - Present
Canaccord Genuity Wealth Management January 2013 - September 2014
Keybase Financial Group April 2009 - January 2013
DundeeWealth Inc. November 2008 - March 2009
Beacon Securities Limited September 2007 - September 2008
Investment Planning Counsel February 1994 - March 2007
CIBC Mellon January 1992 - February 1994
My Grandmother's Parlour June 1991 - October 1993
Atlantic Trust Company January 1980 - March 1991
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Risk Management, Investment Advisory, Retirement, Customer Service, Securities, Finance, Financial Planning
Education
Memorial University of Newfoundland 2014 — 2021
BMO Nesbitt Burns October 2014 - Present
Canaccord Genuity Wealth Management January 2013 - September 2014
Keybase Financial Group April 2009 - January 2013
DundeeWealth Inc. November 2008 - March 2009
Beacon Securities Limited September 2007 - September 2008
Investment Planning Counsel February 1994 - March 2007
CIBC Mellon January 1992 - February 1994
My Grandmother's Parlour June 1991 - October 1993
Atlantic Trust Company January 1980 - March 1991
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Risk Management, Investment Advisory, Retirement, Customer Service, Securities, Finance, Financial Planning
Education
Memorial University of Newfoundland 2014 — 2021
Huey Nguyen, PMP's DundeeWealth Inc Experience 2004 - 2006
Job Integration Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services January 2014 - Present
Citco Fund Services 2011 - December 2013
Citco Fund Services 2008 - 2010
Citco Fund Services 2007 - 2008
DundeeWealth Inc 2004 - 2006
Magna Powertrain 2002 - 2004
Skills
Bloomberg Terminal, Settlement, Financial Markets, Hedge Funds, Financial Services, Alternative Investments, Risk Management, Equities, Derivatives, Bloomberg, Capital Markets
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
Honours Bachelor of Commerce, Finance and Accounting
Citco Fund Services January 2014 - Present
Citco Fund Services 2011 - December 2013
Citco Fund Services 2008 - 2010
Citco Fund Services 2007 - 2008
DundeeWealth Inc 2004 - 2006
Magna Powertrain 2002 - 2004
Skills
Bloomberg Terminal, Settlement, Financial Markets, Hedge Funds, Financial Services, Alternative Investments, Risk Management, Equities, Derivatives, Bloomberg, Capital Markets
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
Honours Bachelor of Commerce, Finance and Accounting
Stephanie Yeates's DundeeWealth Inc Experience April 2007 - April 2014
Job Wellness Consultant at Tri Fit Inc
Industry Health, Wellness and Fitness
Experience
Tri Fit Inc May 2004 - Present
DundeeWealth Inc April 2007 - April 2014
Skills
Corporate Wellness, Wellness Programs, Event Planning, Health, Wellness Coaching, Health Promotion, Wellness, Fitness, Nutrition, Personal Training, Group Exercise, Lifestyle, Stress Management, Public Speaking, Coaching, Employee Engagement, Health Education, Fitness Training, Strength Training, Employee Wellness, Corporations, Workshop Facilitation, Wellbeing, Lifestyle Coaching, Employee Wellness..., Exercise Physiology
Education
Centennial College 2002 — 2003
Workplace Wellness and Health Promotion
York University 1998 — 2002
Honors Bachelor of Science, Kinesiology and Health Science
Tri Fit Inc May 2004 - Present
DundeeWealth Inc April 2007 - April 2014
Skills
Corporate Wellness, Wellness Programs, Event Planning, Health, Wellness Coaching, Health Promotion, Wellness, Fitness, Nutrition, Personal Training, Group Exercise, Lifestyle, Stress Management, Public Speaking, Coaching, Employee Engagement, Health Education, Fitness Training, Strength Training, Employee Wellness, Corporations, Workshop Facilitation, Wellbeing, Lifestyle Coaching, Employee Wellness..., Exercise Physiology
Education
Centennial College 2002 — 2003
Workplace Wellness and Health Promotion
York University 1998 — 2002
Honors Bachelor of Science, Kinesiology and Health Science
Meaghen Annett's DundeeWealth Inc Experience January 2008 - May 2008
Job Equity Research Associate at TD Securities
Industry Banking
Experience
TD Securities August 2010 - Present
Industrial Alliance Securities May 2009 - August 2009
Standard Life Investments September 2008 - December 2008
DundeeWealth Inc January 2008 - May 2008
Skills
Bloomberg, Equity Research, Equities, Capital Markets, Financial Modeling, Portfolio Management, Investments, Asset Management, Finance, Corporate Finance, Analysis, Mutual Funds
Education
Concordia University 2007 — 2010
B.COMM, Finance
TD Securities August 2010 - Present
Industrial Alliance Securities May 2009 - August 2009
Standard Life Investments September 2008 - December 2008
DundeeWealth Inc January 2008 - May 2008
Skills
Bloomberg, Equity Research, Equities, Capital Markets, Financial Modeling, Portfolio Management, Investments, Asset Management, Finance, Corporate Finance, Analysis, Mutual Funds
Education
Concordia University 2007 — 2010
B.COMM, Finance
Carol Jiang's DundeeWealth Inc Experience March 2003 - March 2005
Job Financial Reporting Manager at MEI Group
Industry Electrical/Electronic Manufacturing
Experience
MEI Group September 2007 - Present
SunCom Wireless November 2005 - September 2007
DundeeWealth Inc March 2003 - March 2005
Skills
Financial Reporting, Financial Analysis, Consolidation, Budgeting, Forecasting, Accounting
Education
Nankai University 1996 — 1998
International Finance
Tianjin Finance and Economy University 1993 — 1996
Bachelow, Accounting
Tianjin Foreign Languages University 1988 — 1992
Bachelor, English Literature
MEI Group September 2007 - Present
SunCom Wireless November 2005 - September 2007
DundeeWealth Inc March 2003 - March 2005
Skills
Financial Reporting, Financial Analysis, Consolidation, Budgeting, Forecasting, Accounting
Education
Nankai University 1996 — 1998
International Finance
Tianjin Finance and Economy University 1993 — 1996
Bachelow, Accounting
Tianjin Foreign Languages University 1988 — 1992
Bachelor, English Literature
Kathy Sarpash's DundeeWealth Inc Experience September 2009 - Present
Job Legal Counsel, Global Asset Management, Scotiabank
Industry Financial Services
Experience
Scotiabank, Global Asset Management January 2012 - Present
DundeeWealth Inc September 2009 - Present
DundeeWealth Inc October 2008 - July 2009
Davies Ward Phillips & Vineberg LLP 2001 - 2004
Education
The University of Sheffield 2004 — 2007
LL.B.
University of Toronto 1997 — 2001
B.A. Hons., Political Science & European Studies
York University - Osgoode Hall Law School
Scotiabank, Global Asset Management January 2012 - Present
DundeeWealth Inc September 2009 - Present
DundeeWealth Inc October 2008 - July 2009
Davies Ward Phillips & Vineberg LLP 2001 - 2004
Education
The University of Sheffield 2004 — 2007
LL.B.
University of Toronto 1997 — 2001
B.A. Hons., Political Science & European Studies
York University - Osgoode Hall Law School
Silvia Rockel's DundeeWealth Inc Experience January 2001 - December 2012
Job Licensed Assistant & Branch Administrator at HollisWealth Advisory Services Inc.
Industry Financial Services
Experience
HollisWealth Advisory Services Inc. January 2013 - Present
HollisWealth Insurance Agency Ltd. 2001 - Present
Arthur St. Dental office 1991 - Present
DundeeWealth Inc January 2001 - December 2012
Skills
Mutual Funds, Wealth Management, Dental Hygiene, Disability Insurance, Life Insurance, Critical Illness..., Retirement, Critical Illness, Fixed Annuities
Education
St. Clair College 1990 — 1991
diploma in Dental Hygiene
Fanshawe College 1988 — 1989
diploma in Dental Assisting
HollisWealth Advisory Services Inc. January 2013 - Present
HollisWealth Insurance Agency Ltd. 2001 - Present
Arthur St. Dental office 1991 - Present
DundeeWealth Inc January 2001 - December 2012
Skills
Mutual Funds, Wealth Management, Dental Hygiene, Disability Insurance, Life Insurance, Critical Illness..., Retirement, Critical Illness, Fixed Annuities
Education
St. Clair College 1990 — 1991
diploma in Dental Hygiene
Fanshawe College 1988 — 1989
diploma in Dental Assisting
Devin Li's DundeeWealth Inc Experience September 2009 - October 2011
Job Business Enthusiast
Industry Nonprofit Organization Management
Experience
Spark Angel Network November 2013 - Present
Pivotal Payments May 2013 - May 2014
Allcean International Trade Corp. November 2011 - April 2013
DundeeWealth Inc September 2009 - October 2011
Education
York University 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
George Brown College 2009 — 2011
Certificate, Communications
Herzing College 2008 — 2009
Diploma, Banking and Financial Support Services
Spark Angel Network November 2013 - Present
Pivotal Payments May 2013 - May 2014
Allcean International Trade Corp. November 2011 - April 2013
DundeeWealth Inc September 2009 - October 2011
Education
York University 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics
George Brown College 2009 — 2011
Certificate, Communications
Herzing College 2008 — 2009
Diploma, Banking and Financial Support Services
Sonny Scornaienchi's DundeeWealth Inc Experience April 2003 - January 2007
Job at
Industry Retail
Experience
Starbucks November 2012 - Present
Town Shoes & The Shoe Company April 2010 - November 2012
Zara April 2008 - January 2010
Shoppers Drug Mart August 2006 - April 2007
DundeeWealth Inc April 2003 - January 2007
Gap Inc. April 1999 - September 2004
Education
Humber College 1995 — 1999
Accounting and Business/Management
Starbucks November 2012 - Present
Town Shoes & The Shoe Company April 2010 - November 2012
Zara April 2008 - January 2010
Shoppers Drug Mart August 2006 - April 2007
DundeeWealth Inc April 2003 - January 2007
Gap Inc. April 1999 - September 2004
Education
Humber College 1995 — 1999
Accounting and Business/Management
Dilan Patel's DundeeWealth Inc Experience April 2012 - September 2012
Job Associate II State Street Corporation
Industry Banking
Experience
State Street September 2014 - Present
CAE January 2013 - April 2013
DundeeWealth Inc. April 2012 - September 2012
Deloitte & Touche September 2011 - April 2012
Skills
Financial Analysis, Investments, Microsoft Excel, Accounting, Financial Modeling, Microsoft Office, Financial Accounting, Financial Reporting, PowerPoint, Bloomberg, Teamwork, Time Management, Corporate Finance, Budgets
Education
Concordia University 2010 — 2014
BComm, Finance
Dawson College 2008 — 2010
D.E.C, Commerce
Laurenhill Academy
Biligual Highschool Diploma
State Street September 2014 - Present
CAE January 2013 - April 2013
DundeeWealth Inc. April 2012 - September 2012
Deloitte & Touche September 2011 - April 2012
Skills
Financial Analysis, Investments, Microsoft Excel, Accounting, Financial Modeling, Microsoft Office, Financial Accounting, Financial Reporting, PowerPoint, Bloomberg, Teamwork, Time Management, Corporate Finance, Budgets
Education
Concordia University 2010 — 2014
BComm, Finance
Dawson College 2008 — 2010
D.E.C, Commerce
Laurenhill Academy
Biligual Highschool Diploma
Alexandre Séguin Carette's DundeeWealth Inc Experience June 2011 - October 2012
Job Equity Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets October 2013 - Present
RBC Capital Markets January 2013 - August 2013
Fonds Standard Life - HEC Montréal October 2012 - December 2012
HEC Montreal September 2012 - December 2012
DundeeWealth Inc June 2011 - October 2012
Education
Concordia University 2008 — 2011
B.Comm, Finance, Graduated with distinction
HEC Montréal
RBC Capital Markets October 2013 - Present
RBC Capital Markets January 2013 - August 2013
Fonds Standard Life - HEC Montréal October 2012 - December 2012
HEC Montreal September 2012 - December 2012
DundeeWealth Inc June 2011 - October 2012
Education
Concordia University 2008 — 2011
B.Comm, Finance, Graduated with distinction
HEC Montréal
Josie Acosta's DundeeWealth Inc Experience October 2006 - July 2011
Job Senior IT Business Analyst at Dundee Corporation
Industry Investment Management
Experience
Dundee Corporation July 2011 - Present
DundeeWealth Inc. October 2006 - July 2011
Investors Group (MRS Trust Company Division) 2002 - 2006
AIM Trimark Investments 1998 - 2002
Skills
Requirements Gathering, Business Analysis, Project Management, Integration, CRM, Risk Management, Project Portfolio..., Strategy, Equities, SDLC, Financial Services, Business Requirements, IT Strategy, Management, Fixed Income, Mergers & Acquisitions, Microsoft Project, Sitecore, Enterprise Content..., Vendor Management
Education
University of Toronto
Certificate in Project Management
Ryerson Polytechnic University
Business Administration and Management, General
University of Santo Tomas
Bachelor of Applied Science (BASc), Statistics
National University of the Philippines
Bachelor of Applied Science (BASc), Chemical Engineering
Dundee Corporation July 2011 - Present
DundeeWealth Inc. October 2006 - July 2011
Investors Group (MRS Trust Company Division) 2002 - 2006
AIM Trimark Investments 1998 - 2002
Skills
Requirements Gathering, Business Analysis, Project Management, Integration, CRM, Risk Management, Project Portfolio..., Strategy, Equities, SDLC, Financial Services, Business Requirements, IT Strategy, Management, Fixed Income, Mergers & Acquisitions, Microsoft Project, Sitecore, Enterprise Content..., Vendor Management
Education
University of Toronto
Certificate in Project Management
Ryerson Polytechnic University
Business Administration and Management, General
University of Santo Tomas
Bachelor of Applied Science (BASc), Statistics
National University of the Philippines
Bachelor of Applied Science (BASc), Chemical Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.