Dynamic Funds
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Dynamic Funds Employees
Employee
Years
Job
Industry
Jeffrey Ho Jeffrey Ho's Dynamic Funds Experience May 2014 - August 2014
Job Finance Analyst at Procter & Gamble
Industry Investment Management
Experience
Procter & Gamble September 2015 - Present
Beedie Endowment Asset Management (BEAM) May 2014 - April 2015
Simon Fraser University September 2014 - December 2014
Dynamic Funds May 2014 - August 2014
Beedie Endowment Asset Management (BEAM) March 2013 - May 2014
Beedie School of Business at SFU September 2013 - December 2013
LandSure Systems Ltd. February 2013 - August 2013
STAPLES Canada December 2011 - August 2013
Valley Traffic Systems Ltd. May 2012 - October 2012
Skills
Leadership, Fundraising, Public Speaking, Marketing Strategy, Social Media, Strategic Planning, Analysis, Entrepreneurship, Business Strategy, Time Management, Research, Strategy, Microsoft Excel, Marketing, Training
Education
Copenhagen Business School 2015 — 2015
Business Administration
Simon Fraser University 2010 — 2015
Honours Bachelor of Business Administration (B.B.A.), Finance and Operations Management, Finance GPA: 3.8 UDGPA: 3.6 CGPA: 3.52
Procter & Gamble September 2015 - Present
Beedie Endowment Asset Management (BEAM) May 2014 - April 2015
Simon Fraser University September 2014 - December 2014
Dynamic Funds May 2014 - August 2014
Beedie Endowment Asset Management (BEAM) March 2013 - May 2014
Beedie School of Business at SFU September 2013 - December 2013
LandSure Systems Ltd. February 2013 - August 2013
STAPLES Canada December 2011 - August 2013
Valley Traffic Systems Ltd. May 2012 - October 2012
Skills
Leadership, Fundraising, Public Speaking, Marketing Strategy, Social Media, Strategic Planning, Analysis, Entrepreneurship, Business Strategy, Time Management, Research, Strategy, Microsoft Excel, Marketing, Training
Education
Copenhagen Business School 2015 — 2015
Business Administration
Simon Fraser University 2010 — 2015
Honours Bachelor of Business Administration (B.B.A.), Finance and Operations Management, Finance GPA: 3.8 UDGPA: 3.6 CGPA: 3.52
Edward Adam, MBA Edward Adam, MBA's Dynamic Funds Experience January 2012 - Present
Job Vice President, Systemized Solutions, Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds January 2012 - Present
Spence Financial September 2009 - October 2011
Standard Life April 2007 - August 2009
Standard Life November 2004 - April 2007
AGF Management Limited July 2002 - August 2004
Franklin Templeton Investments 2000 - 2002
Ethical Funds and Credential Asset Management 1996 - 2000
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Asset Allocation, Financial Services, Financial Advisory, Business Development, Disability Insurance, Retirement, Asset Management, Management, Term Life Insurance, Sales, Finance, Investment Management, Fixed Annuities, Financial Planners, Financial Planning
Education
Wilfrid Laurier University 2000 — 2003
MBA, Executive Program
The University of British Columbia
BA, Economics
Dynamic Funds January 2012 - Present
Spence Financial September 2009 - October 2011
Standard Life April 2007 - August 2009
Standard Life November 2004 - April 2007
AGF Management Limited July 2002 - August 2004
Franklin Templeton Investments 2000 - 2002
Ethical Funds and Credential Asset Management 1996 - 2000
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Asset Allocation, Financial Services, Financial Advisory, Business Development, Disability Insurance, Retirement, Asset Management, Management, Term Life Insurance, Sales, Finance, Investment Management, Fixed Annuities, Financial Planners, Financial Planning
Education
Wilfrid Laurier University 2000 — 2003
MBA, Executive Program
The University of British Columbia
BA, Economics
Diala Mardini Diala Mardini's Dynamic Funds Experience March 2008 - September 2011
Job Vice President sales , O'Leary Funds
Industry Financial Services
Experience
O'Leary Funds October 2011 - Present
Dynamic Funds March 2008 - September 2011
Dynamic Funds/Dundee Bank of Canada October 2006 - March 2008
2005 - Scotia Bank June 2005 - September 2005
2005 - SDI-Marketing April 2005 - May 2005
Skills
Financial Advisory, Team Building, Mutual Funds, Securities, Investments, Wealth Management, Asset Managment, Sales, Portfolio Management, New Business Development, Asset Management, Investment Advisory, Investment Strategies, Risk Management, Asset Allocation, Retirement Planning, Retirement, Strategic Financial..., ETFs, Alternative Investments, Capital Markets, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Management, Wealth Management..., Relationship Management
Education
Canadian Securities Institution 2008 — 2011
CIM
Concordia University 2003 — 2006
Bachelor of commerce, Finance
Collège Marie de France 2002 — 2003
Baccalauréat francais, Scientifique, scpécialité mathématique
O'Leary Funds October 2011 - Present
Dynamic Funds March 2008 - September 2011
Dynamic Funds/Dundee Bank of Canada October 2006 - March 2008
2005 - Scotia Bank June 2005 - September 2005
2005 - SDI-Marketing April 2005 - May 2005
Skills
Financial Advisory, Team Building, Mutual Funds, Securities, Investments, Wealth Management, Asset Managment, Sales, Portfolio Management, New Business Development, Asset Management, Investment Advisory, Investment Strategies, Risk Management, Asset Allocation, Retirement Planning, Retirement, Strategic Financial..., ETFs, Alternative Investments, Capital Markets, Equities, Financial Markets, Fixed Income, Hedge Funds, Investment Management, Wealth Management..., Relationship Management
Education
Canadian Securities Institution 2008 — 2011
CIM
Concordia University 2003 — 2006
Bachelor of commerce, Finance
Collège Marie de France 2002 — 2003
Baccalauréat francais, Scientifique, scpécialité mathématique
Benjamin Kreaden's Dynamic Funds Experience August 2010 - February 2011
Job Management Consultant
Industry Financial Services
Experience
Broadly February 2015 - Present
Hybrid Financial Inc. March 2013 - September 2013
O'Leary Funds October 2011 - March 2013
Dynamic Funds August 2010 - February 2011
Redwood Asset Management Inc. April 2009 - August 2010
Ark Fund Management October 2008 - April 2009
Skills
Sales, Marketing, Lead Generation, Management, Competitive Analysis, Portfolio Management, Cold Calling, Mutual Funds, Time Management, Customer Retention, Investments, Asset Allocation, Equities, Wealth Management, Alternative Investments, Investment Strategies, Strategy, Business Development, CRM
Education
Hult International Business School 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
The University of British Columbia 2004 — 2008
Undergraduate, Psychology, Economics
Broadly February 2015 - Present
Hybrid Financial Inc. March 2013 - September 2013
O'Leary Funds October 2011 - March 2013
Dynamic Funds August 2010 - February 2011
Redwood Asset Management Inc. April 2009 - August 2010
Ark Fund Management October 2008 - April 2009
Skills
Sales, Marketing, Lead Generation, Management, Competitive Analysis, Portfolio Management, Cold Calling, Mutual Funds, Time Management, Customer Retention, Investments, Asset Allocation, Equities, Wealth Management, Alternative Investments, Investment Strategies, Strategy, Business Development, CRM
Education
Hult International Business School 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
The University of British Columbia 2004 — 2008
Undergraduate, Psychology, Economics
Collin Chow, CFP® Collin Chow, CFP®'s Dynamic Funds Experience 1989 - 1993
Job Financial Advisor at HollisWealth Advisory Services Inc.
Industry Financial Services
Experience
HollisWealth Advisory Services Inc. November 1994 - Present
HollisWealth Insurance Agency Ltd. December 2001 - Present
Dynamic Funds 1989 - 1993
Skills
Mutual Funds, Retirement Planning, Investment Strategies, Wealth Management..., Estate Planning, Wealth Management, Wealth, Strategic Financial..., Portfolio Management, Investments, Investment Advisory, Financial Services, Financial Planners, Financial Analysis, Financial Advisory, Asset Management, Asset Allocation
Education
University of Guelph 1984 — 1988
Bachelor of Science (B.Sc.)
HollisWealth Advisory Services Inc. November 1994 - Present
HollisWealth Insurance Agency Ltd. December 2001 - Present
Dynamic Funds 1989 - 1993
Skills
Mutual Funds, Retirement Planning, Investment Strategies, Wealth Management..., Estate Planning, Wealth Management, Wealth, Strategic Financial..., Portfolio Management, Investments, Investment Advisory, Financial Services, Financial Planners, Financial Analysis, Financial Advisory, Asset Management, Asset Allocation
Education
University of Guelph 1984 — 1988
Bachelor of Science (B.Sc.)
Billy Lam Billy Lam's Dynamic Funds Experience July 2015 - Present
Job Inside Sales Representative at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds July 2015 - Present
Brandes Investment Partners & Co. April 2013 - June 2015
Brandes Investment Partners & Co. April 2012 - April 2013
IFDS November 2006 - April 2012
IFDS November 2009 - November 2010
Skills
Leadership, Mutual Funds, Customer Service, Sales, CRM, Time Management, Microsoft Office, Team Leadership, Social Networking, Microsoft Excel, Photography, Critical Thinking, Team Building, Building Business..., Constant Contact, Financial Data, Call Centers, Problem Solving, Communications Strategy, Administration, Transfer Agency, Social Networking Sites, Strategic Communications, Financial Services, Management, Investments, Social Media Monitoring
Education
Ryerson University 2007 — 2012
Honours Bachelor, Criminal Justice major, Sociology minor
Western Technical Commercial School 2002 — 2007
High School Diploma
Dynamic Funds July 2015 - Present
Brandes Investment Partners & Co. April 2013 - June 2015
Brandes Investment Partners & Co. April 2012 - April 2013
IFDS November 2006 - April 2012
IFDS November 2009 - November 2010
Skills
Leadership, Mutual Funds, Customer Service, Sales, CRM, Time Management, Microsoft Office, Team Leadership, Social Networking, Microsoft Excel, Photography, Critical Thinking, Team Building, Building Business..., Constant Contact, Financial Data, Call Centers, Problem Solving, Communications Strategy, Administration, Transfer Agency, Social Networking Sites, Strategic Communications, Financial Services, Management, Investments, Social Media Monitoring
Education
Ryerson University 2007 — 2012
Honours Bachelor, Criminal Justice major, Sociology minor
Western Technical Commercial School 2002 — 2007
High School Diploma
Carol McNabb, CPA, CGA Carol McNabb, CPA, CGA's Dynamic Funds Experience 2005 - 2006
Job Experienced Financial Leader
Industry Investment Management
Experience
Stone & Co. Ltd. July 2012 - September 2014
Stone & Co. Ltd. July 2006 - July 2012
Dynamic Funds 2005 - 2006
CIBC 2003 - 2004
Ernst & Young, Bermuda 2000 - 2002
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Fund Accounting, Valuation, Accounting, Investments, Finance, Equities, Wealth Management, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Derivatives, Financial Modeling, Capital Markets, Project Management, Vendor Management
Education
University of Saskatchewan
Bachelor of Commerce
Stone & Co. Ltd. July 2012 - September 2014
Stone & Co. Ltd. July 2006 - July 2012
Dynamic Funds 2005 - 2006
CIBC 2003 - 2004
Ernst & Young, Bermuda 2000 - 2002
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Fund Accounting, Valuation, Accounting, Investments, Finance, Equities, Wealth Management, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Derivatives, Financial Modeling, Capital Markets, Project Management, Vendor Management
Education
University of Saskatchewan
Bachelor of Commerce
Marc Ghaly Marc Ghaly's Dynamic Funds Experience May 2012 - Present
Job Senior Manager, Product Solutions & SST Analytics at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds May 2012 - Present
Standard Life January 2009 - May 2012
RBC August 2004 - January 2009
Dynamic Funds October 2000 - August 2004
Skills
Kaizen, Presenter, Lean Initiatives, Customer Experience, Operations Management, Customer Focus, Mutual Funds, Segregated Funds, Dealer Management, Compliance, Asset Allocation, Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Management, Lean Manufacturing, Investments, Investment Strategies, Investment Advisory, Financial Services, Finance, Equities, Asset Management
Education
Concordia University 1994 — 1998
Bachelors, Economics
Dynamic Funds May 2012 - Present
Standard Life January 2009 - May 2012
RBC August 2004 - January 2009
Dynamic Funds October 2000 - August 2004
Skills
Kaizen, Presenter, Lean Initiatives, Customer Experience, Operations Management, Customer Focus, Mutual Funds, Segregated Funds, Dealer Management, Compliance, Asset Allocation, Wealth Management, Strategic Financial..., Retirement Planning, Portfolio Management, Management, Lean Manufacturing, Investments, Investment Strategies, Investment Advisory, Financial Services, Finance, Equities, Asset Management
Education
Concordia University 1994 — 1998
Bachelors, Economics
Joshua Beattie's Dynamic Funds Experience May 2013 - August 2013
Job StudentatLaw at Gardiner Roberts LLP
Industry Law Practice
Experience
Gardiner Roberts LLP May 2014 - August 2014
Dynamic Funds May 2013 - August 2013
Catch the Fire October 2011 - May 2012
Heritage Gas Limited May 2010 - August 2010
The Stevens Group of Companies 2008 - 2009
Education
York University - Osgoode Hall Law School 2012 — 2015
JD
Dalhousie University 2007 — 2011
Commerce
Gardiner Roberts LLP May 2014 - August 2014
Dynamic Funds May 2013 - August 2013
Catch the Fire October 2011 - May 2012
Heritage Gas Limited May 2010 - August 2010
The Stevens Group of Companies 2008 - 2009
Education
York University - Osgoode Hall Law School 2012 — 2015
JD
Dalhousie University 2007 — 2011
Commerce
Elizabeth Dykes's Dynamic Funds Experience November 2013 - May 2014
Job Inside Sales
Industry Financial Services
Experience
Bridgehouse Asset Managers February 2015 - Present
Standard Life September 2014 - February 2015
Dynamic Funds November 2013 - May 2014
Lève-Béton PurLift August 2012 - July 2013
Piscine & Spa Total Tech June 2012 - August 2012
Investors Group Financial Services Inc. May 2011 - August 2011
Exo Marketing Intégré June 2009 - August 2009
Moneris Solutions May 2009 - June 2009
Recherche Groupe Logit December 2006 - August 2008
Taylor Nelson Sofres 2005 - 2006
Skills
Adaptive, Team Leadership, Excel, PowerPoint, Autonomy, Teamwork, Market Research, Microsoft Excel, Marketing, Sales, Social Media, Training, French, Outlook, Microsoft Office, Project Management, Team Management, English, Customer Service, Leadership, Public Speaking, Coaching, Time Management, Marketing Communications, Budgets, Research, Microsoft Word, Social Networking
Education
Bishop's University 2008 — 2012
BBA, Finance & Management
Dawson College 2006 — 2008
Diplôme d'études collégiales, Social Science
Dawson College 2005 — 2006
1 year of, Electronic Engineering Technology
Dawson College 2004 — 2005
1 year of, Pure and Applied Sciences
Villa Maria 1999 — 2004
Secondary School Diploma
Canadian securities
Dalkeith
Bridgehouse Asset Managers February 2015 - Present
Standard Life September 2014 - February 2015
Dynamic Funds November 2013 - May 2014
Lève-Béton PurLift August 2012 - July 2013
Piscine & Spa Total Tech June 2012 - August 2012
Investors Group Financial Services Inc. May 2011 - August 2011
Exo Marketing Intégré June 2009 - August 2009
Moneris Solutions May 2009 - June 2009
Recherche Groupe Logit December 2006 - August 2008
Taylor Nelson Sofres 2005 - 2006
Skills
Adaptive, Team Leadership, Excel, PowerPoint, Autonomy, Teamwork, Market Research, Microsoft Excel, Marketing, Sales, Social Media, Training, French, Outlook, Microsoft Office, Project Management, Team Management, English, Customer Service, Leadership, Public Speaking, Coaching, Time Management, Marketing Communications, Budgets, Research, Microsoft Word, Social Networking
Education
Bishop's University 2008 — 2012
BBA, Finance & Management
Dawson College 2006 — 2008
Diplôme d'études collégiales, Social Science
Dawson College 2005 — 2006
1 year of, Electronic Engineering Technology
Dawson College 2004 — 2005
1 year of, Pure and Applied Sciences
Villa Maria 1999 — 2004
Secondary School Diploma
Canadian securities
Dalkeith
Nadia Ragozzino Nadia Ragozzino's Dynamic Funds Experience May 2004 - 2006
Job Associate, HR Employee Service Center at Domtar
Industry Financial Services
Experience
Domtar December 2013 - Present
Dundee Leeds January 2006 - June 2012
Dynamic Funds May 2004 - 2006
StrategicNova Funds Management June 2000 - May 2004
Talvest Fund Management 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Outlook, PowerPoint, French, English, Human Resources, Administrative Office..., Executive...
Education
Concordia University 1992 — 1995
B. Comm, Human Resources Management
Champlain Regional College 1989 — 1991
Dec, Social Sciences
Domtar December 2013 - Present
Dundee Leeds January 2006 - June 2012
Dynamic Funds May 2004 - 2006
StrategicNova Funds Management June 2000 - May 2004
Talvest Fund Management 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Outlook, PowerPoint, French, English, Human Resources, Administrative Office..., Executive...
Education
Concordia University 1992 — 1995
B. Comm, Human Resources Management
Champlain Regional College 1989 — 1991
Dec, Social Sciences
Jeff Ray's Dynamic Funds Experience November 1997 - April 2001
Job Vice President, Financial Product Management at MD Financial Management | Gestion financière MD
Industry Insurance
Experience
MD Financial Management Gestion financière MD January 2015 - Present
Manulife Financial February 2013 - December 2014
Manulife Financial July 2006 - February 2013
Manulife Financial November 2003 - June 2006
ING DIRECT Canada April 2001 - November 2003
Dynamic Funds November 1997 - April 2001
Skills
Insurance, Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Strategic Financial..., Wealth Management, Retirement, Financial Analysis, Pensions, Business Strategy, Business Development, Product Management, Relationship Management, Sales, Portfolio Management, Leadership, New Business Development, Financial Planning
Education
McGill University 1987 — 1991
Bachelor of Arts (B.A.), Political Science
University of Fredericton
University of Fredericton
University of Fredericton
MD Financial Management Gestion financière MD January 2015 - Present
Manulife Financial February 2013 - December 2014
Manulife Financial July 2006 - February 2013
Manulife Financial November 2003 - June 2006
ING DIRECT Canada April 2001 - November 2003
Dynamic Funds November 1997 - April 2001
Skills
Insurance, Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Strategic Financial..., Wealth Management, Retirement, Financial Analysis, Pensions, Business Strategy, Business Development, Product Management, Relationship Management, Sales, Portfolio Management, Leadership, New Business Development, Financial Planning
Education
McGill University 1987 — 1991
Bachelor of Arts (B.A.), Political Science
University of Fredericton
University of Fredericton
University of Fredericton
Harry Cheung Harry Cheung's Dynamic Funds Experience June 2010 - Present
Job VP, Business Development at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds June 2010 - Present
Dynamic Funds August 2007 - May 2010
BluMont Capital March 2006 - August 2007
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Asset Management, Sales, Investment Advisory, Asset Managment, Securities, Investment Strategies, Alternative Investments, Equities, Capital Markets, Financial Advisory
Education
McMaster University 2000 — 2004
Bachelor of Commerce, Business
Dynamic Funds June 2010 - Present
Dynamic Funds August 2007 - May 2010
BluMont Capital March 2006 - August 2007
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Asset Management, Sales, Investment Advisory, Asset Managment, Securities, Investment Strategies, Alternative Investments, Equities, Capital Markets, Financial Advisory
Education
McMaster University 2000 — 2004
Bachelor of Commerce, Business
Andrew Gulik's Dynamic Funds Experience July 2014 - Present
Job Sales Associate at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds July 2014 - Present
TD August 2013 - July 2014
John Molson International Exchange Committee September 2012 - September 2013
American Apparel April 2012 - June 2013
Ralph Lauren December 2011 - March 2012
American Eagle Outfitters October 2007 - September 2011
Skills
Teamwork, Mutual Funds, Sales, Market Research, Microsoft Excel, Finance, Financial Analysis, International Business, International Relations, Bloomberg Terminal, Portfolio Management, Investments, Risk Management, Banking, Morningstar
Education
Concordia University 2010 — 2013
Bachelor of Commerce, Finance
Ludwig-Maximilians Universität München / LMU Munich 2011 — 2012
International Exchange Student, International Business
Dawson College 2008 — 2010
Honors Diploma of Collegial Studies, International Business
Dynamic Funds July 2014 - Present
TD August 2013 - July 2014
John Molson International Exchange Committee September 2012 - September 2013
American Apparel April 2012 - June 2013
Ralph Lauren December 2011 - March 2012
American Eagle Outfitters October 2007 - September 2011
Skills
Teamwork, Mutual Funds, Sales, Market Research, Microsoft Excel, Finance, Financial Analysis, International Business, International Relations, Bloomberg Terminal, Portfolio Management, Investments, Risk Management, Banking, Morningstar
Education
Concordia University 2010 — 2013
Bachelor of Commerce, Finance
Ludwig-Maximilians Universität München / LMU Munich 2011 — 2012
International Exchange Student, International Business
Dawson College 2008 — 2010
Honors Diploma of Collegial Studies, International Business
Andrew Branch's Dynamic Funds Experience 2010 - 2014
Job Business Development Leadership
Industry Financial Services
Experience
Dynamic Funds 2010 - 2014
Goodman Private Wealth Management July 2006 - August 2010
OpenSky Capital 2006 - 2006
Talvest Fund Management 2004 - 2005
Skills
Mutual Funds, Investments, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Retirement Planning, Asset Allocation, Wealth Management, Securities, Asset Management, Asset Managment, Strategic Financial..., Financial Services, Investment Advisory, CRM, Financial Planning, Management
Education
Canadian Securities Institute 2015 — 2015
PMT, Portfolio Management Techniques
Canadian Securities Institute 2011 — 2011
IMT, Investment Management Techniques
Canadian Securities Institute 2007 — 2007
CSC
Ryerson University 2001 — 2005
Bachelor of Commerce, Finance, eCommerce
IFSE
EMP, Exempt Market Products Course
Dynamic Funds 2010 - 2014
Goodman Private Wealth Management July 2006 - August 2010
OpenSky Capital 2006 - 2006
Talvest Fund Management 2004 - 2005
Skills
Mutual Funds, Investments, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Retirement Planning, Asset Allocation, Wealth Management, Securities, Asset Management, Asset Managment, Strategic Financial..., Financial Services, Investment Advisory, CRM, Financial Planning, Management
Education
Canadian Securities Institute 2015 — 2015
PMT, Portfolio Management Techniques
Canadian Securities Institute 2011 — 2011
IMT, Investment Management Techniques
Canadian Securities Institute 2007 — 2007
CSC
Ryerson University 2001 — 2005
Bachelor of Commerce, Finance, eCommerce
IFSE
EMP, Exempt Market Products Course
Nick Kapetanakos, CFA Nick Kapetanakos, CFA's Dynamic Funds Experience September 2011 - Present
Job Inside Sales Representative at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds September 2011 - Present
Bruce Kent Group, RBC Dominion Securities September 2008 - June 2011
Autodesk May 2007 - December 2007
Resto-Bar Bo Deli 1998 - 2007
Pratt & Whitney Canada September 2006 - December 2006
RBC Dominion Securities January 2006 - April 2006
Pratt & Whitney Canada May 2005 - August 2005
Skills
Portfolio Management, Analysis, Asset Allocation, Credit, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Banking, Investment Advisory, Investment Strategies, Trading, Asset Management, Securities, Financial Planning, Equities
Education
CFA Institute
CFA Charterholder
Concordia University 2005 — 2008
Bachelor of Commerce, Major Finance, Institute for Co-operative Education
Dynamic Funds September 2011 - Present
Bruce Kent Group, RBC Dominion Securities September 2008 - June 2011
Autodesk May 2007 - December 2007
Resto-Bar Bo Deli 1998 - 2007
Pratt & Whitney Canada September 2006 - December 2006
RBC Dominion Securities January 2006 - April 2006
Pratt & Whitney Canada May 2005 - August 2005
Skills
Portfolio Management, Analysis, Asset Allocation, Credit, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Banking, Investment Advisory, Investment Strategies, Trading, Asset Management, Securities, Financial Planning, Equities
Education
CFA Institute
CFA Charterholder
Concordia University 2005 — 2008
Bachelor of Commerce, Major Finance, Institute for Co-operative Education
Celeste Holmes Celeste Holmes's Dynamic Funds Experience October 1995 - July 2008
Job Associate Manager, Marketing at TD Bank
Industry Marketing and Advertising
Experience
TD Bank October 2009 - Present
Perennial Inc., Liquid Inc. October 2008 - October 2009
Dynamic Funds October 1995 - July 2008
Skills
Marketing, Direct Marketing, Direct Mail, Marketing Communications, Campaign Management, Project Management, Microsoft Suites, Creative Development, Corporate Branding, Corporate Communications, Graphic Design, Adobe Creative Suite, Copy Editing, Proofreading, Creative Direction, Management, Brand Development, Budgets, Online Marketing, Editing, Account Management, Digital Marketing, Integrated Marketing, Social Media Marketing, Digital Strategy, Online Advertising, Marketing Strategy
Education
The Investment Funds Institute of Canada 2005 — 2005
The Canadian Investment Funds Course
Humber College
Office Systems Operations
Ecole Secondaire Etienne-Brule
TD Bank October 2009 - Present
Perennial Inc., Liquid Inc. October 2008 - October 2009
Dynamic Funds October 1995 - July 2008
Skills
Marketing, Direct Marketing, Direct Mail, Marketing Communications, Campaign Management, Project Management, Microsoft Suites, Creative Development, Corporate Branding, Corporate Communications, Graphic Design, Adobe Creative Suite, Copy Editing, Proofreading, Creative Direction, Management, Brand Development, Budgets, Online Marketing, Editing, Account Management, Digital Marketing, Integrated Marketing, Social Media Marketing, Digital Strategy, Online Advertising, Marketing Strategy
Education
The Investment Funds Institute of Canada 2005 — 2005
The Canadian Investment Funds Course
Humber College
Office Systems Operations
Ecole Secondaire Etienne-Brule
Craig Mayer Craig Mayer's Dynamic Funds Experience January 2008 - April 2009
Job Branch Manager at Kumon
Industry Education Management
Experience
Kumon July 2011 - Present
Papyrus Recycled Greetings March 2010 - July 2011
Dynamic Funds January 2008 - April 2009
Franklin Templeton Investments 2005 - 2008
Franklin Templeton Investments 2002 - 2005
Franklin Templeton Investments 2000 - 2002
Skills
Mutual Funds, Coaching, Equities, Policy, CRM, Wealth Management, Financial Services, Event Management, Team Building, Banking, Training, Investments, Asset Managment, Management, Analysis, Business Analysis
Education
Bishop's University 1995 — 1999
BA, Economics, Political Studies
Lorne Park
Kumon July 2011 - Present
Papyrus Recycled Greetings March 2010 - July 2011
Dynamic Funds January 2008 - April 2009
Franklin Templeton Investments 2005 - 2008
Franklin Templeton Investments 2002 - 2005
Franklin Templeton Investments 2000 - 2002
Skills
Mutual Funds, Coaching, Equities, Policy, CRM, Wealth Management, Financial Services, Event Management, Team Building, Banking, Training, Investments, Asset Managment, Management, Analysis, Business Analysis
Education
Bishop's University 1995 — 1999
BA, Economics, Political Studies
Lorne Park
Lemar John's Dynamic Funds Experience April 2013 - Present
Job Senior Fund Accountant at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
Dynamic Funds April 2013 - Present
Dynamic Funds October 2012 - Present
CIBC May 2011 - October 2012
Future Shop May 2010 - May 2011
Bank of Montreal May 2008 - April 2010
Skills
Microsoft Office, Microsoft Excel, Outlook, Coins, Banking, Teamwork, Customer Service, Home Equity Lines of..., Consumer Lending, Lines Of Credit, Financial Services, Investments, Retail Banking, Residential Mortgages, Credit
Education
Concordia University 2008 — 2011
BA, Administration, Finance
Vanier College 2005 — 2007
College diploma, Commerce
State Street July 2015 - Present
Dynamic Funds April 2013 - Present
Dynamic Funds October 2012 - Present
CIBC May 2011 - October 2012
Future Shop May 2010 - May 2011
Bank of Montreal May 2008 - April 2010
Skills
Microsoft Office, Microsoft Excel, Outlook, Coins, Banking, Teamwork, Customer Service, Home Equity Lines of..., Consumer Lending, Lines Of Credit, Financial Services, Investments, Retail Banking, Residential Mortgages, Credit
Education
Concordia University 2008 — 2011
BA, Administration, Finance
Vanier College 2005 — 2007
College diploma, Commerce
Emmanuel Leroux Sanders's Dynamic Funds Experience May 2006 - June 2007
Job Product Specialist at BroadSign
Industry Computer Software
Experience
BroadSign March 2015 - Present
LaSalle College January 2014 - Present
Self Employed 1999 - Present
IA Clarington Investments January 2013 - March 2015
IA Clarington May 2009 - January 2013
Square Cartier 2008 - 2010
AIC Ltd. June 2007 - February 2009
AIC Ltd June 2008 - October 2008
Dynamic Funds May 2006 - June 2007
MethylGene Inc. 2004 - 2006
Skills
Mutual Funds, Finance, Investments, Portfolio Management, Financial Services, Wealth Management, Business Development, Sales, Financial Advisory, Securities, Equities, Customer Service, Analysis, Management, Information Technology, Strategic Financial..., Relationship Management, Structured Products, Banking, Financial Analysis, Investment Strategies, Trading, Investment Advisory, Asset Management, Asset Managment, Budgets, Risk Management, Financial Markets, Retirement Planning, Digital Signage, Display Technologies, Technical Demonstrations
Education
Canadian Securities Institute 2011 — 2011
Investment Management Techniques
Canadian Securities Institute 2008 — 2008
Canadian Securities Course (CSC)
Concordia University 2004 — 2007
B.Comm, Finance
CEGEP - John Abbott College 2002 — 2004
DEC, Commerce
Hudson High School 1999 — 2004
High School
BroadSign March 2015 - Present
LaSalle College January 2014 - Present
Self Employed 1999 - Present
IA Clarington Investments January 2013 - March 2015
IA Clarington May 2009 - January 2013
Square Cartier 2008 - 2010
AIC Ltd. June 2007 - February 2009
AIC Ltd June 2008 - October 2008
Dynamic Funds May 2006 - June 2007
MethylGene Inc. 2004 - 2006
Skills
Mutual Funds, Finance, Investments, Portfolio Management, Financial Services, Wealth Management, Business Development, Sales, Financial Advisory, Securities, Equities, Customer Service, Analysis, Management, Information Technology, Strategic Financial..., Relationship Management, Structured Products, Banking, Financial Analysis, Investment Strategies, Trading, Investment Advisory, Asset Management, Asset Managment, Budgets, Risk Management, Financial Markets, Retirement Planning, Digital Signage, Display Technologies, Technical Demonstrations
Education
Canadian Securities Institute 2011 — 2011
Investment Management Techniques
Canadian Securities Institute 2008 — 2008
Canadian Securities Course (CSC)
Concordia University 2004 — 2007
B.Comm, Finance
CEGEP - John Abbott College 2002 — 2004
DEC, Commerce
Hudson High School 1999 — 2004
High School
Christina Cavalieri Christina Cavalieri's Dynamic Funds Experience February 2014 - Present
Job Sales Associate
Industry Financial Services
Experience
Dynamic Funds February 2014 - Present
CIBC Asset Management May 2011 - February 2014
CIBC - Retail Operations February 2010 - May 2011
CIBC January 2009 - November 2009
Pratt & Whitney Canada March 2008 - January 2009
Pratt & Whitney May 2006 - May 2008
Skills
Leadership/Management..., Computer/Technical..., Flexibility/Adaptability..., Sales, Customer Service, Microsoft Office, Research, Public Speaking, Teamwork, Competitive Analysis, Management, Team Leadership, New Business Development, Business Development, Microsoft Excel, Investments, Marketing, Social Networking, Time Management, Marketing Communications, Event Management, Finance, Banking, Leadership, Negotiation, Mutual Funds, Portfolio Management
Education
CSI 2012 — 2013
Canadian Securities
Dawson College 2005 — 2008
Communications & Media
Dynamic Funds February 2014 - Present
CIBC Asset Management May 2011 - February 2014
CIBC - Retail Operations February 2010 - May 2011
CIBC January 2009 - November 2009
Pratt & Whitney Canada March 2008 - January 2009
Pratt & Whitney May 2006 - May 2008
Skills
Leadership/Management..., Computer/Technical..., Flexibility/Adaptability..., Sales, Customer Service, Microsoft Office, Research, Public Speaking, Teamwork, Competitive Analysis, Management, Team Leadership, New Business Development, Business Development, Microsoft Excel, Investments, Marketing, Social Networking, Time Management, Marketing Communications, Event Management, Finance, Banking, Leadership, Negotiation, Mutual Funds, Portfolio Management
Education
CSI 2012 — 2013
Canadian Securities
Dawson College 2005 — 2008
Communications & Media
Daniel Morelli's Dynamic Funds Experience September 2013 - Present
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
Nick Papadatos Nick Papadatos's Dynamic Funds Experience March 2013 - Present
Job at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds March 2013 - Present
Dynamic Funds February 2011 - March 2013
Dynamic Funds November 2008 - February 2011
Skills
Wealth Management, Portfolio Management, Mutual Funds, Securities, Hedge Funds, Investments, Asset Management, Strategic Financial..., Fixed Income, Equities, Investment Strategies
Education
Concordia University 2005 — 2008
B.Comm, Finance
Dynamic Funds March 2013 - Present
Dynamic Funds February 2011 - March 2013
Dynamic Funds November 2008 - February 2011
Skills
Wealth Management, Portfolio Management, Mutual Funds, Securities, Hedge Funds, Investments, Asset Management, Strategic Financial..., Fixed Income, Equities, Investment Strategies
Education
Concordia University 2005 — 2008
B.Comm, Finance
Jennifer Tesolin's Dynamic Funds Experience June 2006 - Present
Job Web Developer at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds June 2006 - Present
Status Technologies Inc May 2006 - May 2006
Sault Amateur Soccer Association June 2002 - August 2004
Skills
jQuery, Web Development, PHP, JavaScript, MySQL, Google API, XML, HTML, Web Applications, Programming, C#, JSON, Visual Basic, CMS, CSS, ASP.NET, Node.js, Ubuntu, grunt, Dreamweaver, Web Services, ASP, asp classic, E-mail Marketing, WordPress, jQuery Mobile, Shell Scripting, Visual Studio, Website Development, Github, YQL, twitter bootstrap, CQ authoring, ATOM Feeds, Version Control, require js, Virtualization, Campaign Monitor, Jekyll RB, Photoshop, Sketch, RSS feeds
Education
Durham College 2004 — 2006
Web developer, Web Development
Dynamic Funds June 2006 - Present
Status Technologies Inc May 2006 - May 2006
Sault Amateur Soccer Association June 2002 - August 2004
Skills
jQuery, Web Development, PHP, JavaScript, MySQL, Google API, XML, HTML, Web Applications, Programming, C#, JSON, Visual Basic, CMS, CSS, ASP.NET, Node.js, Ubuntu, grunt, Dreamweaver, Web Services, ASP, asp classic, E-mail Marketing, WordPress, jQuery Mobile, Shell Scripting, Visual Studio, Website Development, Github, YQL, twitter bootstrap, CQ authoring, ATOM Feeds, Version Control, require js, Virtualization, Campaign Monitor, Jekyll RB, Photoshop, Sketch, RSS feeds
Education
Durham College 2004 — 2006
Web developer, Web Development
Ajtanga Prifti Ajtanga Prifti's Dynamic Funds Experience March 2011 - Present
Job Portfolio Administrator Scotiabank Channel Fixed Income Group at 1832 Asset Management, LP
Industry Financial Services
Experience
1832 Asset Management, LP May 2015 - Present
Dynamic Funds March 2011 - Present
Dynamic Funds January 2005 - March 2011
Skills
Derivatives, Wealth Management, Banking, Risk Management, Finance, Mutual Funds, Microsoft Excel, Asset Management, Strategic Financial..., Analysis, Financial Modeling, Credit, Teamwork, Financial Analysis, Asset Managment, Project Management, Valuation, Financial Services, Investments, Portfolio Management, Accounting, Business Analysis, Investment Strategies, SDLC, Budgets, Data Analysis, Securities, Financial Reporting, Management, Change Management, Retirement Planning, Strategic Planning, Process Improvement, Time Management, Financial Risk, Customer Service, Capital Markets, Bloomberg, Relationship Management, Microsoft Office, Team Leadership, Equities, Fixed Income
Education
Universiteti i Tiranës 1995 — 1999
Bachelor Degree, Major Finance & Accounting, Minor Banking
1832 Asset Management, LP May 2015 - Present
Dynamic Funds March 2011 - Present
Dynamic Funds January 2005 - March 2011
Skills
Derivatives, Wealth Management, Banking, Risk Management, Finance, Mutual Funds, Microsoft Excel, Asset Management, Strategic Financial..., Analysis, Financial Modeling, Credit, Teamwork, Financial Analysis, Asset Managment, Project Management, Valuation, Financial Services, Investments, Portfolio Management, Accounting, Business Analysis, Investment Strategies, SDLC, Budgets, Data Analysis, Securities, Financial Reporting, Management, Change Management, Retirement Planning, Strategic Planning, Process Improvement, Time Management, Financial Risk, Customer Service, Capital Markets, Bloomberg, Relationship Management, Microsoft Office, Team Leadership, Equities, Fixed Income
Education
Universiteti i Tiranës 1995 — 1999
Bachelor Degree, Major Finance & Accounting, Minor Banking
Andre Lysenko Andre Lysenko's Dynamic Funds Experience November 2007 - December 2008
Job Product Marketing Manager at Manulife
Industry Financial Services
Experience
Manulife July 2015 - Present
Manulife Financial February 2015 - July 2015
Standard Life January 2012 - January 2015
Standard Life June 2009 - January 2012
Dynamic Funds November 2007 - December 2008
Dynamic Funds January 2003 - November 2007
Dynamic Funds June 2001 - January 2003
Skills
Mutual Funds, Investments, Financial Planning, Customer Relations, Insurance, Asset Management, Retirement Planning, Portfolio Management, Marketing Strategy, Excel, Customer Service, Microsoft Office, PeopleSoft, Wealth Management, PowerPoint, Investment Advisory, Investment Strategies, Asset Allocation, Strategic Financial..., Financial Services
Education
Concordia University 1998 — 2000
BA - Specialization, Economics
Dawson College 1995 — 1997
DEC, Social Sciences
Loyola 1990 — 1995
Manulife July 2015 - Present
Manulife Financial February 2015 - July 2015
Standard Life January 2012 - January 2015
Standard Life June 2009 - January 2012
Dynamic Funds November 2007 - December 2008
Dynamic Funds January 2003 - November 2007
Dynamic Funds June 2001 - January 2003
Skills
Mutual Funds, Investments, Financial Planning, Customer Relations, Insurance, Asset Management, Retirement Planning, Portfolio Management, Marketing Strategy, Excel, Customer Service, Microsoft Office, PeopleSoft, Wealth Management, PowerPoint, Investment Advisory, Investment Strategies, Asset Allocation, Strategic Financial..., Financial Services
Education
Concordia University 1998 — 2000
BA - Specialization, Economics
Dawson College 1995 — 1997
DEC, Social Sciences
Loyola 1990 — 1995
Glenn Mariano Glenn Mariano's Dynamic Funds Experience January 2005 - June 2006
Job AACI, P. App | Appraiser at Wagner Andrews & Kovacs
Industry Real Estate
Experience
Wagner Andrews Kovacs October 2006 - Present
Dino Bottero & Associates June 2006 - October 2006
Dynamic Funds January 2005 - June 2006
IA Clarington Investments 2004 - 2005
Skills
Appraisals, Real Estate Valuation, Investment Properties, Investments, Commercial Real Estate, Due Diligence, Real Estate Economics, Asset Management, Real Estate, Valuation, Real Estate Development, Leases, Finance, Real Estate Transactions
Education
The University of British Columbia 2006 — 2011
UBC/AIC Post-Graduate Certificate in Real Property Valuation, Real Estate Appraisal
Canadian Securities Institute 2006 — 2006
Canadian Securities Course
Investment Funds Institute of Canada 2005 — 2005
Canadian Investment Funds Course
Canadian University College 2000 — 2004
BBA, Business Administration
Wagner Andrews Kovacs October 2006 - Present
Dino Bottero & Associates June 2006 - October 2006
Dynamic Funds January 2005 - June 2006
IA Clarington Investments 2004 - 2005
Skills
Appraisals, Real Estate Valuation, Investment Properties, Investments, Commercial Real Estate, Due Diligence, Real Estate Economics, Asset Management, Real Estate, Valuation, Real Estate Development, Leases, Finance, Real Estate Transactions
Education
The University of British Columbia 2006 — 2011
UBC/AIC Post-Graduate Certificate in Real Property Valuation, Real Estate Appraisal
Canadian Securities Institute 2006 — 2006
Canadian Securities Course
Investment Funds Institute of Canada 2005 — 2005
Canadian Investment Funds Course
Canadian University College 2000 — 2004
BBA, Business Administration
Vanessa Rangel Vanessa Rangel's Dynamic Funds Experience July 2013 - September 2013
Job Sales Associate at BMO Global Asset Management
Industry Financial Services
Experience
BMO Financial Group September 2013 - Present
Dynamic Funds July 2013 - September 2013
National Bank of Canada October 2011 - January 2013
Campaigners 2008 - 2009
Campaigners May 2007 - January 2008
Skills
Finance, Interpersonal..., Open-mindedness, Teamwork, Self-driven, Organized Multi-tasker, Mutual Funds, Financial Services, Sales, Business Analysis, Bloomberg, Sales Management, Banking
Education
Concordia University 2007 — 2011
B.Comm, Finance
McGill University 2012 — 2013
Graduate Certificate, Marketing
Marianopolis College 2005 — 2007
College Diploma, Health Science
BMO Financial Group September 2013 - Present
Dynamic Funds July 2013 - September 2013
National Bank of Canada October 2011 - January 2013
Campaigners 2008 - 2009
Campaigners May 2007 - January 2008
Skills
Finance, Interpersonal..., Open-mindedness, Teamwork, Self-driven, Organized Multi-tasker, Mutual Funds, Financial Services, Sales, Business Analysis, Bloomberg, Sales Management, Banking
Education
Concordia University 2007 — 2011
B.Comm, Finance
McGill University 2012 — 2013
Graduate Certificate, Marketing
Marianopolis College 2005 — 2007
College Diploma, Health Science
Cheryl Penney's Dynamic Funds Experience December 2005 - May 2011
Job Fulfillment Specialist at First National Financial LP
Industry Financial Services
Experience
First National Financial LP June 2015 - Present
First National Financial LP February 2013 - Present
Calum Ross Mortgage September 2012 - Present
The Thirsty Photographer 2007 - 2012
Dynamic Funds December 2005 - May 2011
Assurant Solutions 2001 - 2003
Bevinco Bar Systems Ltd 2001 - 2003
Skills
Customer Service, Photography, Administration, Event Management, Digital Photography
Education
George Brown College 2009 — 2011
Digital Photography Certificate, Digital Photography and Photoshop
Blessed Mother Teresa Catholic Secondary School 2000 — 2004
First National Financial LP June 2015 - Present
First National Financial LP February 2013 - Present
Calum Ross Mortgage September 2012 - Present
The Thirsty Photographer 2007 - 2012
Dynamic Funds December 2005 - May 2011
Assurant Solutions 2001 - 2003
Bevinco Bar Systems Ltd 2001 - 2003
Skills
Customer Service, Photography, Administration, Event Management, Digital Photography
Education
George Brown College 2009 — 2011
Digital Photography Certificate, Digital Photography and Photoshop
Blessed Mother Teresa Catholic Secondary School 2000 — 2004
Monica Sweeney Stahl, CIM Monica Sweeney Stahl, CIM's Dynamic Funds Experience February 2011 - June 2013
Job Sales Associate at PIMCO
Industry Investment Management
Experience
PIMCO June 2013 - Present
Dynamic Funds February 2011 - June 2013
AGF Investments April 2008 - January 2011
VenGrowth Asset Management May 2006 - April 2008
VenGrowth Asset Management November 2004 - May 2006
Fidelity Investments June 2004 - November 2004
Fidelity Investments June 2003 - June 2004
Skills
Mutual Funds, Investments, CRM, Business Development, Sales, Business Planning, Marketing, Retirement Planning, Alternative Investments, Financial Services, Fixed Income, Asset Managment, Selling, Human Resources, Financial Advisory, Securities, Training, Strategy, Wealth Management, Asset Allocation, Equities, Derivatives, Investment Strategies, Bloomberg, Relationship Management
Education
Sheridan College 2001 — 2003
Business Administration, Finance
Industry Courses
Sales Training
PIMCO June 2013 - Present
Dynamic Funds February 2011 - June 2013
AGF Investments April 2008 - January 2011
VenGrowth Asset Management May 2006 - April 2008
VenGrowth Asset Management November 2004 - May 2006
Fidelity Investments June 2004 - November 2004
Fidelity Investments June 2003 - June 2004
Skills
Mutual Funds, Investments, CRM, Business Development, Sales, Business Planning, Marketing, Retirement Planning, Alternative Investments, Financial Services, Fixed Income, Asset Managment, Selling, Human Resources, Financial Advisory, Securities, Training, Strategy, Wealth Management, Asset Allocation, Equities, Derivatives, Investment Strategies, Bloomberg, Relationship Management
Education
Sheridan College 2001 — 2003
Business Administration, Finance
Industry Courses
Sales Training
Eric Hallé, CIM Eric Hallé, CIM's Dynamic Funds Experience March 2010 - Present
Job Regional Vice President, Eastern Canada at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds March 2010 - Present
Dynamic Funds March 2004 - March 2010
Dynamic Funds July 2001 - February 2004
National Bank Securities Inc. September 1999 - July 2001
Skills
Wealth Management, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Investments, Portfolio Management, Asset Managment, Hedge Funds, Equities, Financial Markets, Financial Advisory, Asset Allocation, Asset Management, Securities, Strategic Financial..., ETFs, Retirement Planning, Fixed Income, Wealth, Financial Services, Relationship Management, Capital Markets
Education
HEC Montréal 1996 — 1999
BBA, Finance
Collège Ahuntsic
Health Sciences
Dynamic Funds March 2010 - Present
Dynamic Funds March 2004 - March 2010
Dynamic Funds July 2001 - February 2004
National Bank Securities Inc. September 1999 - July 2001
Skills
Wealth Management, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Investments, Portfolio Management, Asset Managment, Hedge Funds, Equities, Financial Markets, Financial Advisory, Asset Allocation, Asset Management, Securities, Strategic Financial..., ETFs, Retirement Planning, Fixed Income, Wealth, Financial Services, Relationship Management, Capital Markets
Education
HEC Montréal 1996 — 1999
BBA, Finance
Collège Ahuntsic
Health Sciences
Shane Tregaskis Shane Tregaskis's Dynamic Funds Experience August 2012 - Present
Job Senior Web Developer at Dundee Wealth
Industry Internet
Experience
Dynamic Funds August 2012 - Present
Norma Jeanne's Puppy Power October 2010 - August 2012
Manulife Financial September 2009 - August 2010
AIC Limited February 2004 - September 2009
Axiom Interactive May 2001 - March 2002
Skills
HTML5, CSS3, Photoshop, Illustrator, Final Cut Pro, Dreamweaver, PHP, Flash, SharePoint, Adobe Acrobat, Microsoft Office
Education
Centennial College 1999 — 2001
Diploma, New Media Design
Centennial College 1999 — 2001
Certificate, Visual Arts Fundamentals
Dynamic Funds August 2012 - Present
Norma Jeanne's Puppy Power October 2010 - August 2012
Manulife Financial September 2009 - August 2010
AIC Limited February 2004 - September 2009
Axiom Interactive May 2001 - March 2002
Skills
HTML5, CSS3, Photoshop, Illustrator, Final Cut Pro, Dreamweaver, PHP, Flash, SharePoint, Adobe Acrobat, Microsoft Office
Education
Centennial College 1999 — 2001
Diploma, New Media Design
Centennial College 1999 — 2001
Certificate, Visual Arts Fundamentals
Jonathan Ion Jonathan Ion's Dynamic Funds Experience July 2008 - June 2011
Job Sales
Industry Management Consulting
Experience
RDP Associates November 2012 - Present
Russell Investments October 2011 - October 2012
Dynamic Funds July 2008 - June 2011
Dynamic Funds May 2003 - June 2008
Dynamic Funds January 2000 - January 2003
Dynamic Funds January 1998 - January 2000
Skills
Relationship Management, Wealth Management
Education
McMaster University
Bachelor of Arts, Economics
RDP Associates November 2012 - Present
Russell Investments October 2011 - October 2012
Dynamic Funds July 2008 - June 2011
Dynamic Funds May 2003 - June 2008
Dynamic Funds January 2000 - January 2003
Dynamic Funds January 1998 - January 2000
Skills
Relationship Management, Wealth Management
Education
McMaster University
Bachelor of Arts, Economics
Scott Schofield, CIM Scott Schofield, CIM's Dynamic Funds Experience November 2001 - March 2014
Job Senior Vice President at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments March 2014 - Present
Dynamic Funds November 2001 - March 2014
Dynamic Funds March 2000 - November 2001
Franklin Templeton Investments December 1998 - March 2000
Skills
Public Speaking, Mutual Funds, Wealth Management, Hedge Funds, Competitive Analysis, Portfolio Management, Financial Advisory, Investment Advisory, Investment Strategies, Strategic Financial..., Asset Allocation, Equities, Securities, ETFs, Investments, Asset Management, Relationship Management, Financial Services, Alternative Investments, Retirement Planning, Sales Process, Building Relationships
Education
Dalhousie University 1994 — 1998
BA, Economics
Kings Edgehill 1992 — 1994
Mackenzie Investments March 2014 - Present
Dynamic Funds November 2001 - March 2014
Dynamic Funds March 2000 - November 2001
Franklin Templeton Investments December 1998 - March 2000
Skills
Public Speaking, Mutual Funds, Wealth Management, Hedge Funds, Competitive Analysis, Portfolio Management, Financial Advisory, Investment Advisory, Investment Strategies, Strategic Financial..., Asset Allocation, Equities, Securities, ETFs, Investments, Asset Management, Relationship Management, Financial Services, Alternative Investments, Retirement Planning, Sales Process, Building Relationships
Education
Dalhousie University 1994 — 1998
BA, Economics
Kings Edgehill 1992 — 1994
Alain Dionne Alain Dionne's Dynamic Funds Experience October 2001 - July 2003
Job Technical Analyst at Bell Canada
Industry Information Technology and Services
Experience
Bell Canada April 2007 - Present
Bell ICT Outsourcing Solutions April 2007 - January 2009
S2i Web August 2004 - April 2007
Dynamic Funds October 2001 - July 2003
Raymark Xpert Business Systems October 2000 - September 2001
Multimicro / Hartco July 1998 - January 2000
Skills
Software Development, SQL, Integration, Telecommunications, Visual Studio, Information Technology, ITIL, Microsoft SQL Server, VB.NET, Requirements Analysis, Visual Studio .NET, Visual Basic .NET, Java, Finance, Business Analysis, Architecture, Change Management, Architectures, MS Project, Solution Architecture, IT Service Management, Enterprise Architecture, Linux, Android Development, HTML 5, Android, Technical Analysis, System Architecture, Team Leadership, C#, Microsoft Office, Programming, Application Optimisation, Debugging, Troubleshooting, Optimization
Education
Université du Québec - Télé-université 2005 — 2012
Administration
CEGEP - Lionel-Groulx 1991 — 1994
DEC, Technique en Informatique
Polyvalente Deux-Montagnes 1986 — 1987
Sec. 5, Général
Ecole alternative Le Transit 1983 — 1986
General
Bell Canada April 2007 - Present
Bell ICT Outsourcing Solutions April 2007 - January 2009
S2i Web August 2004 - April 2007
Dynamic Funds October 2001 - July 2003
Raymark Xpert Business Systems October 2000 - September 2001
Multimicro / Hartco July 1998 - January 2000
Skills
Software Development, SQL, Integration, Telecommunications, Visual Studio, Information Technology, ITIL, Microsoft SQL Server, VB.NET, Requirements Analysis, Visual Studio .NET, Visual Basic .NET, Java, Finance, Business Analysis, Architecture, Change Management, Architectures, MS Project, Solution Architecture, IT Service Management, Enterprise Architecture, Linux, Android Development, HTML 5, Android, Technical Analysis, System Architecture, Team Leadership, C#, Microsoft Office, Programming, Application Optimisation, Debugging, Troubleshooting, Optimization
Education
Université du Québec - Télé-université 2005 — 2012
Administration
CEGEP - Lionel-Groulx 1991 — 1994
DEC, Technique en Informatique
Polyvalente Deux-Montagnes 1986 — 1987
Sec. 5, Général
Ecole alternative Le Transit 1983 — 1986
General
Tammy Vigue's Dynamic Funds Experience January 2009 - February 2010
Job CAP Consultant at Porchlight Financial/Manulife Securities Incorporated
Industry Financial Services
Experience
Porchlight Financial/Manulife Securities Incorporated September 2015 - Present
Sun Life Financial May 2014 - August 2015
Self employed - Professional Training & Coaching October 2007 - May 2014
Dynamic Funds January 2009 - February 2010
Sun Life Financial November 2002 - September 2006
Invesco Canada May 2001 - July 2002
Fidelity Investments November 1998 - December 2000
Skills
Coaching, Leadership Development, Workshop Facilitation, Executive Coaching, Retirement Planning, Training, Personal Development, Emotional Intelligence, Public Speaking, Wealth Management, Business Development, Retirement, Relationship Management, Mutual Funds, Leadership, Mindfulness Meditation, Meditation, Yoga, Stress Management, Work Life Balance, Brand Ambassadorship, Team Building, Entrepreneurship, Diplomacy, Program Management, Strategic Planning, Management
Education
Simon Fraser University 1989 — 1994
BA, Psychology
Retirement Options 2013 — 2013
Certified Retirement Coach, Retirement Coaching
Authentic Leadership Global 2010 — 2010
Certified Authentic Leadership Conversations Facilitator
Coaches Training Institute 2010 — 2010
CTI Coach Training Program
New Ventures West, San Francisco, California 2006 — 2006
Coaching to Excellence
Seven Centers Yoga Arts, Sedona, Arizona 2007 — 2007
200HR Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Porchlight Financial/Manulife Securities Incorporated September 2015 - Present
Sun Life Financial May 2014 - August 2015
Self employed - Professional Training & Coaching October 2007 - May 2014
Dynamic Funds January 2009 - February 2010
Sun Life Financial November 2002 - September 2006
Invesco Canada May 2001 - July 2002
Fidelity Investments November 1998 - December 2000
Skills
Coaching, Leadership Development, Workshop Facilitation, Executive Coaching, Retirement Planning, Training, Personal Development, Emotional Intelligence, Public Speaking, Wealth Management, Business Development, Retirement, Relationship Management, Mutual Funds, Leadership, Mindfulness Meditation, Meditation, Yoga, Stress Management, Work Life Balance, Brand Ambassadorship, Team Building, Entrepreneurship, Diplomacy, Program Management, Strategic Planning, Management
Education
Simon Fraser University 1989 — 1994
BA, Psychology
Retirement Options 2013 — 2013
Certified Retirement Coach, Retirement Coaching
Authentic Leadership Global 2010 — 2010
Certified Authentic Leadership Conversations Facilitator
Coaches Training Institute 2010 — 2010
CTI Coach Training Program
New Ventures West, San Francisco, California 2006 — 2006
Coaching to Excellence
Seven Centers Yoga Arts, Sedona, Arizona 2007 — 2007
200HR Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Ferry Ghanbari Ferry Ghanbari's Dynamic Funds Experience January 2010 - May 2015
Job Inside Sales Representative
Industry Financial Services
Experience
Dynamic Funds January 2010 - May 2015
Dynamic Funds January 2010 - July 2012
Sunlife Insurance Co June 2003 - December 2009
Skills
Investment Strategies, Investments, Securities, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Financial Advisory, ETFs, Relationship Management, Asset Allocation, Equities, Alternative Investments, Retirement, Risk Management, Fixed Income
Education
Concordia University 2000 — 2003
BA, Economics
Vanier College
T.M.R
Dynamic Funds January 2010 - May 2015
Dynamic Funds January 2010 - July 2012
Sunlife Insurance Co June 2003 - December 2009
Skills
Investment Strategies, Investments, Securities, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Financial Advisory, ETFs, Relationship Management, Asset Allocation, Equities, Alternative Investments, Retirement, Risk Management, Fixed Income
Education
Concordia University 2000 — 2003
BA, Economics
Vanier College
T.M.R
David Fay David Fay's Dynamic Funds Experience June 2004 - January 2006
Job Managing Director at Technitrad Inc.
Industry Translation and Localization
Experience
Technitrad Inc. September 2010 - Present
Technitrad Inc. January 2006 - September 2010
Dynamic Funds June 2004 - January 2006
Skills
Terminology, Localization, Translation, Technical Translation, CAT tools, Team Management, Website Localization, Internationalization, Workflow, Manuals, Technical Writing, Technical Documentation, Trados, Management, English, Globalization, Linguistics, Translation Quality..., Terminology Management, Workflow Management, Workflow Automation, Terminology Extraction, Workflow Optimization, Machine Translation, Computational..., MadCap Flare, Multilingual, Content Management, Foreign Languages, Desktop Publishing, Language Development, Intercultural..., Language Services, Proofreading, French, SEO, Business Development, International Project..., Quality Assurance, Editing, Strategy, Consulting, Microsoft Office
Education
Universitat Pompeu Fabra 2012 — 2013
Master of Arts (MA), Terminology, Institute for Applied Linguistics (IULA)
Université du Québec à Trois-Rivières 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Technitrad Inc. September 2010 - Present
Technitrad Inc. January 2006 - September 2010
Dynamic Funds June 2004 - January 2006
Skills
Terminology, Localization, Translation, Technical Translation, CAT tools, Team Management, Website Localization, Internationalization, Workflow, Manuals, Technical Writing, Technical Documentation, Trados, Management, English, Globalization, Linguistics, Translation Quality..., Terminology Management, Workflow Management, Workflow Automation, Terminology Extraction, Workflow Optimization, Machine Translation, Computational..., MadCap Flare, Multilingual, Content Management, Foreign Languages, Desktop Publishing, Language Development, Intercultural..., Language Services, Proofreading, French, SEO, Business Development, International Project..., Quality Assurance, Editing, Strategy, Consulting, Microsoft Office
Education
Universitat Pompeu Fabra 2012 — 2013
Master of Arts (MA), Terminology, Institute for Applied Linguistics (IULA)
Université du Québec à Trois-Rivières 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Michael Lipman's Dynamic Funds Experience September 2004 - April 2009
Job Bilingual Product Training Specialist at Morningstar
Industry Financial Services
Experience
Standard Life Investments December 2010 - May 2013
Thomson Reuters August 2010 - October 2010
Dynamic Funds September 2004 - April 2009
Dynamic Funds July 2001 - September 2004
Primerica June 1993 - July 2001
Unique Life & Fitness Products 1991 - 1992
Skills
Training, Analysis, Mutual Funds, Project Management, Strategy, Financial Services, Investments, Securities, Asset Management, Management, Customer Service, Sales, Marketing, Microsoft Office, Insurance, Database Administration, Call Centers, Needs Analysis, Siebel, Retail, English, E-Learning
Education
Concordia University 1987 — 1991
Commerce - Marketing
Vanier College 1984 — 1987
DEC, Social Sciences - Commerce
bialik
Standard Life Investments December 2010 - May 2013
Thomson Reuters August 2010 - October 2010
Dynamic Funds September 2004 - April 2009
Dynamic Funds July 2001 - September 2004
Primerica June 1993 - July 2001
Unique Life & Fitness Products 1991 - 1992
Skills
Training, Analysis, Mutual Funds, Project Management, Strategy, Financial Services, Investments, Securities, Asset Management, Management, Customer Service, Sales, Marketing, Microsoft Office, Insurance, Database Administration, Call Centers, Needs Analysis, Siebel, Retail, English, E-Learning
Education
Concordia University 1987 — 1991
Commerce - Marketing
Vanier College 1984 — 1987
DEC, Social Sciences - Commerce
bialik
Marc O. Lafleur's Dynamic Funds Experience October 2014 - Present
Job @ Dynamic Funds | BBA Finance, CFA Candidate
Industry Capital Markets
Experience
Dynamic Funds October 2014 - Present
Myself February 2013 - Present
Montage Management October 2008 - June 2013
Azoxco June 2006 - October 2008
Skills
Financial Analysis, Financial Risk, Finance, Quantitative Finance, Financial Reporting, Managerial Finance, Trade Finance, Entrepreneurship, Leadership, Business Innovation, Structured Finance, Financial Markets, Equities, Corporate Finance, Customer Service
Education
CFA Candidate
Finance
Université du Québec à Montréal
Bachelor of Business Administration (BBA), Finance, General
Collège Saint-Sacrement
Dynamic Funds October 2014 - Present
Myself February 2013 - Present
Montage Management October 2008 - June 2013
Azoxco June 2006 - October 2008
Skills
Financial Analysis, Financial Risk, Finance, Quantitative Finance, Financial Reporting, Managerial Finance, Trade Finance, Entrepreneurship, Leadership, Business Innovation, Structured Finance, Financial Markets, Equities, Corporate Finance, Customer Service
Education
CFA Candidate
Finance
Université du Québec à Montréal
Bachelor of Business Administration (BBA), Finance, General
Collège Saint-Sacrement
Vladimir Radulovic Vladimir Radulovic's Dynamic Funds Experience 2001 - 2002
Job Sr. IT Project Manager, PMP, SCM, ITIL, TOGAF
Industry Computer Software
Experience
Shoppers Drug Mart December 2014 - Present
Rogers Communications 2009 - August 2014
Rogers Communications 2006 - 2009
Shoppers Drug Mart 2002 - 2006
MERCER 2001 - 2002
Dynamic Funds 2001 - 2002
ARGUS Software (formerly New Star / Realm) 1999 - 2000
MERCER 1993 - 1999
Energoprojekt 1986 - 1992
Skills
Solution Architecture, Project Management, PMP, SDLC, ITIL, Telecommunications, Certified Scrum Master..., TOGAF
Education
University of Belgrade
MSc. degree, Mechanical Engineering
University of Belgrade
Bachelor's Degree, Mechanical Engineering
Shoppers Drug Mart December 2014 - Present
Rogers Communications 2009 - August 2014
Rogers Communications 2006 - 2009
Shoppers Drug Mart 2002 - 2006
MERCER 2001 - 2002
Dynamic Funds 2001 - 2002
ARGUS Software (formerly New Star / Realm) 1999 - 2000
MERCER 1993 - 1999
Energoprojekt 1986 - 1992
Skills
Solution Architecture, Project Management, PMP, SDLC, ITIL, Telecommunications, Certified Scrum Master..., TOGAF
Education
University of Belgrade
MSc. degree, Mechanical Engineering
University of Belgrade
Bachelor's Degree, Mechanical Engineering
Christina Donatelli Christina Donatelli's Dynamic Funds Experience May 2015 - Present
Job Sales Associate & CFA Level 1 Candidate
Industry Investment Management
Experience
Dynamic Funds May 2015 - Present
Education
Concordia University 2009 — 2013
Bachelor of Arts (B.A.) Economics, Minor: Marketing
Villa Maria High School 2001 — 2006
Dynamic Funds May 2015 - Present
Education
Concordia University 2009 — 2013
Bachelor of Arts (B.A.) Economics, Minor: Marketing
Villa Maria High School 2001 — 2006
Jenille Bernardino Jenille Bernardino's Dynamic Funds Experience October 2013 - Present
Job Client Administrator at Dynamic Funds
Industry Human Resources
Experience
Dynamic Funds October 2013 - Present
Skills
Customer Service, Research, Teaching, Strategic Planning, Employee Relations, Human Resources, Recruiting, Team Building, Time Management, Teamwork, Team Leadership, Leadership, Interviews
Education
Centennial College 2010 — 2013
Ontario College Advanced Diploma, Business Administration - Human Resources
George Brown College 2006 — 2007
Diploma, Early Childhood Education and Teaching (18-month Fast Track Program)
Dynamic Funds October 2013 - Present
Skills
Customer Service, Research, Teaching, Strategic Planning, Employee Relations, Human Resources, Recruiting, Team Building, Time Management, Teamwork, Team Leadership, Leadership, Interviews
Education
Centennial College 2010 — 2013
Ontario College Advanced Diploma, Business Administration - Human Resources
George Brown College 2006 — 2007
Diploma, Early Childhood Education and Teaching (18-month Fast Track Program)
Esther Carpentier Esther Carpentier's Dynamic Funds Experience May 2013 - August 2013
Job Traductrice chez Freelance
Industry Translation and Localization
Experience
Freelance May 2014 - Present
Dynamic Funds May 2013 - August 2013
Ressources humaines et Dévelopement des compétences Canada May 2012 - August 2012
Costco January 2012 - April 2012
Skills
Traduction, Microsoft Office, Microsoft Excel, Microsoft Word, Service client, Français, Correction de texte, Anglais, Translation
Education
Université de Montréal 2010 — 2013
Baccalauréat, Traduction
Université du Québec à Montréal / UQAM 2009 — 2010
Certificat, Français écrit
Freelance May 2014 - Present
Dynamic Funds May 2013 - August 2013
Ressources humaines et Dévelopement des compétences Canada May 2012 - August 2012
Costco January 2012 - April 2012
Skills
Traduction, Microsoft Office, Microsoft Excel, Microsoft Word, Service client, Français, Correction de texte, Anglais, Translation
Education
Université de Montréal 2010 — 2013
Baccalauréat, Traduction
Université du Québec à Montréal / UQAM 2009 — 2010
Certificat, Français écrit
Danila Zeneli Danila Zeneli's Dynamic Funds Experience September 2011 - May 2014
Job Marketing Management Postgraduate Student at Humber College (ITAL)
Industry Marketing and Advertising
Experience
Dynamic Funds September 2011 - May 2014
Dundee Wealth June 2010 - August 2010
Dundee Wealth June 2008 - August 2008
Skills
Time Management, Teamwork, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Research, Outlook, Social Media, Microsoft Word, PowerPoint, Analysis, Financial Analysis, Finance, Marketing, Social Media Marketing, Marketing Management, Communication, Leadership, Problem Solving, Project Management, Organizational &...
Education
Humber College 2014 — 2015
Postgraduate Certificate, Marketing Management
McMaster University 2007 — 2011
Commerce
Markham District High School 2003 — 2007
Dynamic Funds September 2011 - May 2014
Dundee Wealth June 2010 - August 2010
Dundee Wealth June 2008 - August 2008
Skills
Time Management, Teamwork, Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Research, Outlook, Social Media, Microsoft Word, PowerPoint, Analysis, Financial Analysis, Finance, Marketing, Social Media Marketing, Marketing Management, Communication, Leadership, Problem Solving, Project Management, Organizational &...
Education
Humber College 2014 — 2015
Postgraduate Certificate, Marketing Management
McMaster University 2007 — 2011
Commerce
Markham District High School 2003 — 2007
Andrew Trimble Andrew Trimble's Dynamic Funds Experience December 2011 - Present
Job Financial services marketing & communications professional
Industry Investment Management
Experience
Dynamic Funds December 2011 - Present
AIM Trimark Investments January 2001 - January 2006
TD Asset Management January 1997 - January 2002
Toronto Star Business Today January 1987 - January 1995
Skills
Marketing Strategy, Corporate Communications, Marketing Communications, Public Speaking, Strategic Communications, Mutual Funds, Financial Services, Marketing, Investments, Asset Management, Speech Writing, Internal Communications
Education
Ryerson University 1981 — 1985
BAA, Journalism
Lawrence Park Collegiate Institute 1975 — 1980
Dynamic Funds December 2011 - Present
AIM Trimark Investments January 2001 - January 2006
TD Asset Management January 1997 - January 2002
Toronto Star Business Today January 1987 - January 1995
Skills
Marketing Strategy, Corporate Communications, Marketing Communications, Public Speaking, Strategic Communications, Mutual Funds, Financial Services, Marketing, Investments, Asset Management, Speech Writing, Internal Communications
Education
Ryerson University 1981 — 1985
BAA, Journalism
Lawrence Park Collegiate Institute 1975 — 1980
Brad Bryce's Dynamic Funds Experience October 2008 - February 2012
Job Sales at Russell Investments
Industry Financial Services
Experience
Russell Investments March 2015 - Present
Aston Hill Financial Inc. June 2013 - March 2014
Sprott Asset Management February 2012 - May 2013
Dynamic Funds October 2008 - February 2012
Dynamic Funds July 2006 - October 2008
Acuity Funds May 2005 - July 2006
AIM Trimark Investments 2003 - May 2005
Skills
Wealth Management, Mutual Funds, Estate Planning, Alternative Investments, Retirement, Asset Managment, Financial Planners, Wealth, Investment Strategies, Relationship Management, ETFs, Investment Advisory, Hedge Funds, Fixed Annuities, Retirement Planning, Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Asset Management, Securities, Financial Advisory, Disability Insurance, Investment Management, High Net Worth..., Equities, Fixed Income, Financial Services
Education
British Columbia Institute of Technology / BCIT
Corporate Finance, Finance and Financial Management Services
Canadian Securities Institute
Canadian Securities Certificate
Russell Investments March 2015 - Present
Aston Hill Financial Inc. June 2013 - March 2014
Sprott Asset Management February 2012 - May 2013
Dynamic Funds October 2008 - February 2012
Dynamic Funds July 2006 - October 2008
Acuity Funds May 2005 - July 2006
AIM Trimark Investments 2003 - May 2005
Skills
Wealth Management, Mutual Funds, Estate Planning, Alternative Investments, Retirement, Asset Managment, Financial Planners, Wealth, Investment Strategies, Relationship Management, ETFs, Investment Advisory, Hedge Funds, Fixed Annuities, Retirement Planning, Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Asset Management, Securities, Financial Advisory, Disability Insurance, Investment Management, High Net Worth..., Equities, Fixed Income, Financial Services
Education
British Columbia Institute of Technology / BCIT
Corporate Finance, Finance and Financial Management Services
Canadian Securities Institute
Canadian Securities Certificate
Nicolas Lindstrom's Dynamic Funds Experience May 2013 - August 2013
Job Private Equity Analyst at Novacap
Industry Capital Markets
Experience
Novacap January 2015 - Present
Kenneth Woods Portfolio Management Program January 2013 - January 2015
Canadian Forces March 2006 - December 2014
PSP Investments January 2014 - April 2014
Dynamic Funds May 2013 - August 2013
Skills
Critical Thinking, Financial Modeling, First Aid, Hazardous Materials..., Firefighting, Equity Analysis, Bloomberg, Airport Airside..., Dangerous Goods..., Private Pilot, Equity Valuation, Materials, Corporate Finance, Microsoft Office, M&A analysis, Private Equity, Case Analysis, Asset Management, Due Diligence, Capital Markets, Investments, Valuation, Portfolio Management
Education
Concordia University 2011 — 2014
Bachelor of Commerce (B.Com.), Finance
Concordia University 2011 — 2014
Bachelor of Commerce (B.Com.), Accounting
Cargair Flight Academy 2008 — 2012
Private License, Aviation
Novacap January 2015 - Present
Kenneth Woods Portfolio Management Program January 2013 - January 2015
Canadian Forces March 2006 - December 2014
PSP Investments January 2014 - April 2014
Dynamic Funds May 2013 - August 2013
Skills
Critical Thinking, Financial Modeling, First Aid, Hazardous Materials..., Firefighting, Equity Analysis, Bloomberg, Airport Airside..., Dangerous Goods..., Private Pilot, Equity Valuation, Materials, Corporate Finance, Microsoft Office, M&A analysis, Private Equity, Case Analysis, Asset Management, Due Diligence, Capital Markets, Investments, Valuation, Portfolio Management
Education
Concordia University 2011 — 2014
Bachelor of Commerce (B.Com.), Finance
Concordia University 2011 — 2014
Bachelor of Commerce (B.Com.), Accounting
Cargair Flight Academy 2008 — 2012
Private License, Aviation
Carly Plate Carly Plate's Dynamic Funds Experience June 2015 - Present
Job Inside Sales Representative at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds June 2015 - Present
Manulife Financial November 2012 - June 2015
RBC June 2012 - October 2012
Skills
Life Insurance, Sales, Insurance, Critical Illness, Disability Insurance, Term Life Insurance, Investments, Financial Advisory, Relationship Management, Credit Risk, Long-term Care, Health Insurance, Financial Planning, Risk Management, Financial Services
Education
Conestoga College 2009 — 2012
Diploma, Financial Planning and Services
University of Guelph
Bachelor of Engineering (B.Eng.), Biological/Biosystems Engineering
Dynamic Funds June 2015 - Present
Manulife Financial November 2012 - June 2015
RBC June 2012 - October 2012
Skills
Life Insurance, Sales, Insurance, Critical Illness, Disability Insurance, Term Life Insurance, Investments, Financial Advisory, Relationship Management, Credit Risk, Long-term Care, Health Insurance, Financial Planning, Risk Management, Financial Services
Education
Conestoga College 2009 — 2012
Diploma, Financial Planning and Services
University of Guelph
Bachelor of Engineering (B.Eng.), Biological/Biosystems Engineering
Rory Matheson, CPA, CA, CFA's Dynamic Funds Experience September 2002 - Present
Job Regional Vice President at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds September 2002 - Present
Navigator Fund Company August 1999 - September 2002
Navigator Fund Company August 1997 - August 1999
Vantage Securities Inc. August 1995 - July 1997
Vancouver Stock Exchange August 1993 - August 1995
Ernst & Young September 1985 - May 1993
Skills
Wealth Management, Mutual Funds, Management, Investment Advisory, Investment Strategies, Sales, Retirement Planning, Portfolio Management, Investment Management, Financial Advisory, Investments, Alternative Investments, Asset Allocation, Securities, Financial Planning, Financial Services, Sales Management
Education
McGill University 1984 — 1987
Graduate Diploma in Public Accountancy
McGill University 1981 — 1984
Bachelor of Arts (B.A.), Major in Economics
Dynamic Funds September 2002 - Present
Navigator Fund Company August 1999 - September 2002
Navigator Fund Company August 1997 - August 1999
Vantage Securities Inc. August 1995 - July 1997
Vancouver Stock Exchange August 1993 - August 1995
Ernst & Young September 1985 - May 1993
Skills
Wealth Management, Mutual Funds, Management, Investment Advisory, Investment Strategies, Sales, Retirement Planning, Portfolio Management, Investment Management, Financial Advisory, Investments, Alternative Investments, Asset Allocation, Securities, Financial Planning, Financial Services, Sales Management
Education
McGill University 1984 — 1987
Graduate Diploma in Public Accountancy
McGill University 1981 — 1984
Bachelor of Arts (B.A.), Major in Economics
Cam Kilvert Cam Kilvert's Dynamic Funds Experience May 2014 - September 2014
Job Summer Trading Analyst at BMO Nesbitt Burns
Industry Investment Management
Experience
Ryerson Capital Markets Group September 2014 - Present
BMO Nesbitt Burns April 2015 - August 2015
Dynamic Funds May 2014 - September 2014
Scotiabank May 2013 - August 2013
The Granite Club March 2012 - April 2013
Toronto Blue Jays February 2010 - December 2010
Skills
Event Management, Marketing, Management, Sports Marketing, Sports, PowerPoint, Customer Service, Sponsorship, Sports Management, Social Media, Public Relations, Social Networking, Marketing Strategy, Financial Reporting, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Microsoft Excel, Teamwork, Microsoft Office, Time Management, Leadership
Education
Ryerson University 2011 — 2015
Finance, Commerce
Ryerson Capital Markets Group September 2014 - Present
BMO Nesbitt Burns April 2015 - August 2015
Dynamic Funds May 2014 - September 2014
Scotiabank May 2013 - August 2013
The Granite Club March 2012 - April 2013
Toronto Blue Jays February 2010 - December 2010
Skills
Event Management, Marketing, Management, Sports Marketing, Sports, PowerPoint, Customer Service, Sponsorship, Sports Management, Social Media, Public Relations, Social Networking, Marketing Strategy, Financial Reporting, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Microsoft Excel, Teamwork, Microsoft Office, Time Management, Leadership
Education
Ryerson University 2011 — 2015
Finance, Commerce
Benoit Deniger Benoit Deniger's Dynamic Funds Experience December 2009 - Present
Job Vice President, National Accounts at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds December 2009 - Present
Dynamic Funds September 2005 - December 2009
Dynamic Funds July 2002 - September 2005
Dynamic Funds July 2001 - July 2002
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management
Education
Université du Québec à Montréal / UQAM 1994 — 2001
Bachelor of Business Administration (BBA)
Dynamic Funds December 2009 - Present
Dynamic Funds September 2005 - December 2009
Dynamic Funds July 2002 - September 2005
Dynamic Funds July 2001 - July 2002
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management
Education
Université du Québec à Montréal / UQAM 1994 — 2001
Bachelor of Business Administration (BBA)
Heather Bowes Heather Bowes's Dynamic Funds Experience Associate Investment AdvisorCIBC Wood GundyAugust 2000 - October 2006
Job Inside Wholesaler at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds Associate Investment AdvisorCIBC Wood GundyAugust 2000 - October 2006
Merrill Lynch January 1999 - October 2002
Education
Dalhousie University 1993 — 1997
BCOMM, Finance/Marketing
Dynamic Funds Associate Investment AdvisorCIBC Wood GundyAugust 2000 - October 2006
Merrill Lynch January 1999 - October 2002
Education
Dalhousie University 1993 — 1997
BCOMM, Finance/Marketing
Rashad Shallwani Rashad Shallwani's Dynamic Funds Experience October 1998 - Present
Job Manager at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds October 1998 - Present
DundeeWealth / Dynamic Funds 1998 - 2010
Skills
Financial Services, Investments, Wealth Management, Portfolio Management, Mutual Funds, Exceptional People..., Asset Management, Management, Print Management, Digital Printing, SDLC, Strategic Financial..., Relationship Management, Risk Management, Banking, Securities, Insurance, Investment Advisory, Investment Strategies, Investor Relations, Financial Advisory, Financial Analysis, Financial Planning
Education
Centennial College 1995 — 1998
Dynamic Funds October 1998 - Present
DundeeWealth / Dynamic Funds 1998 - 2010
Skills
Financial Services, Investments, Wealth Management, Portfolio Management, Mutual Funds, Exceptional People..., Asset Management, Management, Print Management, Digital Printing, SDLC, Strategic Financial..., Relationship Management, Risk Management, Banking, Securities, Insurance, Investment Advisory, Investment Strategies, Investor Relations, Financial Advisory, Financial Analysis, Financial Planning
Education
Centennial College 1995 — 1998
Greenbaum Neil's Dynamic Funds Experience October 2008 - February 2012
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
Andrew Buntain, CFA's Dynamic Funds Experience June 2005 - February 2007
Job VicePresident, Institutional Portfolio Manager at Franklin Bissett Investment Management
Industry Investment Management
Experience
Franklin Bissett Investment Management February 2012 - Present
Franklin Templeton Investments Inc. June 2007 - February 2012
Dynamic Funds June 2005 - February 2007
Dynamic Funds June 2004 - June 2005
Dynamic Funds May 1993 - June 2004
Skills
Separately Managed..., Business Relationship..., Presenter, Retail Brokerage, Asset Management, Institutional, Mutual Funds, Wealth Management, Portfolio Management, Investments, Managed Accounts, Asset Managment, Managing Accounts, Investment Strategies, Securities, Asset Allocation, Brokers, Structured Products, Investment Management, Relationship Management, Public Speaking, Investment Advisory, Equities, Fixed Income, Financial Services, Finance
Education
McGill University 1991 — 1995
Hons BA, Classics, History
TCS 1986 — 1991
High School Diploma, Ontario
Franklin Bissett Investment Management February 2012 - Present
Franklin Templeton Investments Inc. June 2007 - February 2012
Dynamic Funds June 2005 - February 2007
Dynamic Funds June 2004 - June 2005
Dynamic Funds May 1993 - June 2004
Skills
Separately Managed..., Business Relationship..., Presenter, Retail Brokerage, Asset Management, Institutional, Mutual Funds, Wealth Management, Portfolio Management, Investments, Managed Accounts, Asset Managment, Managing Accounts, Investment Strategies, Securities, Asset Allocation, Brokers, Structured Products, Investment Management, Relationship Management, Public Speaking, Investment Advisory, Equities, Fixed Income, Financial Services, Finance
Education
McGill University 1991 — 1995
Hons BA, Classics, History
TCS 1986 — 1991
High School Diploma, Ontario
Carmen Wong, CMA's Dynamic Funds Experience 2005 - 2007
Job Manager, Equity Derivative Operations, BNS
Industry Financial Services
Experience
Bank of Nova Scotia May 2007 - Present
Queen's University 2011 - 2011
cma 2009 - 2010
Dynamic Funds 2005 - 2007
IBT 2004 - 2005
Canadian Korean Association 2004 - 2004
BGI 1999 - 2003
State Street 1997 - 1999
Education
University of Toronto 1991 — 1996
CMA
Queen's University
Bank of Nova Scotia May 2007 - Present
Queen's University 2011 - 2011
cma 2009 - 2010
Dynamic Funds 2005 - 2007
IBT 2004 - 2005
Canadian Korean Association 2004 - 2004
BGI 1999 - 2003
State Street 1997 - 1999
Education
University of Toronto 1991 — 1996
CMA
Queen's University
Kaylie McCann's Dynamic Funds Experience May 2007 - September 2009
Job Manager, Sales Engagement at Foresters, an international memberbased, familyfocused life insurance
Industry Financial Services
Experience
Foresters April 2010 - Present
Dynamic Funds May 2007 - September 2009
CIBC Asset Management May 2006 - May 2007
John Hancock May 2004 - May 2006
Manulife Financial November 1996 - May 2004
Skills
Project Management, Strategic Planning, Investments, Marketing Strategy, Financial Services, Marketing Communications, Relationship Management, Marketing, Team Leadership, Vendor Management, Business Analysis, Mutual Funds, Integrated Marketing, Team Management, Management, Strategy, Sales, Product Development, Analysis, Business Process, New Business Development, Insurance, Budgets, Leadership, Risk Management, CRM, Finance
Education
Canisius College
BA, Education
Carleton University
BA, Law
McMaster University
BA Honours, Political Science
Foresters April 2010 - Present
Dynamic Funds May 2007 - September 2009
CIBC Asset Management May 2006 - May 2007
John Hancock May 2004 - May 2006
Manulife Financial November 1996 - May 2004
Skills
Project Management, Strategic Planning, Investments, Marketing Strategy, Financial Services, Marketing Communications, Relationship Management, Marketing, Team Leadership, Vendor Management, Business Analysis, Mutual Funds, Integrated Marketing, Team Management, Management, Strategy, Sales, Product Development, Analysis, Business Process, New Business Development, Insurance, Budgets, Leadership, Risk Management, CRM, Finance
Education
Canisius College
BA, Education
Carleton University
BA, Law
McMaster University
BA Honours, Political Science
Ghassan (Jason) Agaby, CFA, CFP, CIM, FCSI's Dynamic Funds Experience September 2009 - Present
Job SVP, Product Development & Analytics at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds September 2009 - Present
Dynamic Funds May 2005 - September 2009
Dynamic Funds September 2001 - May 2005
Strategic Nova 2001 - 2003
MD Management May 1998 - December 2000
MD Management November 1996 - May 1998
Lehman Brothers 1988 - 1991
Banque Paribas 1986 - 1988
Skills
Investments, Mutual Funds, Investment Strategies, Portfolio Management, Wealth Management, Strategy, Asset Management, Investment Advisory, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Investment Management, Fixed Income, Securities, Financial Services, ETFs, Bloomberg, Retirement Planning, Capital Markets
Education
Calvin College 1984 — 1986
BA, Business
Dynamic Funds September 2009 - Present
Dynamic Funds May 2005 - September 2009
Dynamic Funds September 2001 - May 2005
Strategic Nova 2001 - 2003
MD Management May 1998 - December 2000
MD Management November 1996 - May 1998
Lehman Brothers 1988 - 1991
Banque Paribas 1986 - 1988
Skills
Investments, Mutual Funds, Investment Strategies, Portfolio Management, Wealth Management, Strategy, Asset Management, Investment Advisory, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Investment Management, Fixed Income, Securities, Financial Services, ETFs, Bloomberg, Retirement Planning, Capital Markets
Education
Calvin College 1984 — 1986
BA, Business
John Leong's Dynamic Funds Experience June 2012 - August 2015
Job Vice President, Business Developement at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds June 2012 - August 2015
Matrix Asset Management 2010 - June 2012
Ark funds 2008 - 2010
BluMont Capital 2004 - 2008
Invesco Trimark 2000 - 2004
Skills
Mutual Funds, Alternative Investments, Asset Management, Equities, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities, Wealth Management, Financial Planning, Financial Services, Relationship Building, Sales
Education
Simon Fraser University
BBA, Finance
Dynamic Funds June 2012 - August 2015
Matrix Asset Management 2010 - June 2012
Ark funds 2008 - 2010
BluMont Capital 2004 - 2008
Invesco Trimark 2000 - 2004
Skills
Mutual Funds, Alternative Investments, Asset Management, Equities, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities, Wealth Management, Financial Planning, Financial Services, Relationship Building, Sales
Education
Simon Fraser University
BBA, Finance
Lobo Dave's Dynamic Funds Experience ManagerDundee Wealth2005 - Present
Job Manager at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds ManagerDundee Wealth2005 - Present
Education
UCL
Dynamic Funds ManagerDundee Wealth2005 - Present
Education
UCL
Don Bartlett's Dynamic Funds 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
John Qu's Dynamic Funds Experience December 1999 - July 2007
Job Technology Consultant at Telus
Industry Information Technology and Services
Experience
TELUS October 2008 - Present
Canwest August 2007 - October 2008
Dynamic funds December 1999 - July 2007
Skills
Unix, Integration, Solution Architecture, ITIL, Enterprise Architecture, Business Analysis, SOA, Business Intelligence, Web Services, Microsoft SQL Server, Linux, PMP, Telecommunications, Vendor Management, SQL
Education
Shaw College 1987 — 1989
Computer Engineer, Computer Systems Networking and Telecommunications
Harbin Institute of Technology 1980 — 1984
BS, Operation Engineer
TELUS October 2008 - Present
Canwest August 2007 - October 2008
Dynamic funds December 1999 - July 2007
Skills
Unix, Integration, Solution Architecture, ITIL, Enterprise Architecture, Business Analysis, SOA, Business Intelligence, Web Services, Microsoft SQL Server, Linux, PMP, Telecommunications, Vendor Management, SQL
Education
Shaw College 1987 — 1989
Computer Engineer, Computer Systems Networking and Telecommunications
Harbin Institute of Technology 1980 — 1984
BS, Operation Engineer
Carsten Gieschen's Dynamic Funds Experience February 2010 - February 2011
Job Director & Controller, Global Asset Management, Finance at Scotiabank
Industry Accounting
Experience
Scotiabank February 2011 - Present
Dynamic Funds February 2010 - February 2011
Skills
Mutual Funds, Financial Analysis, Financial Modeling, Investments
Education
Ryerson University 1997 — 2000
Certified General Accountants of Ontario
Accounting
Scotiabank February 2011 - Present
Dynamic Funds February 2010 - February 2011
Skills
Mutual Funds, Financial Analysis, Financial Modeling, Investments
Education
Ryerson University 1997 — 2000
Certified General Accountants of Ontario
Accounting
Tracy Francis's Dynamic Funds Experience January 2004 - September 2013
Job Director of Sales at Manulife Private Wealth
Industry Financial Services
Experience
Manulife Private Wealth January 2015 - Present
Dynamic Funds January 2004 - September 2013
Connor, Clark & Lunn Financial Group January 1998 - April 2003
Skills
Investment Strategies, Investments, Alternative Investments, Business Development, Wealth Management, Investment Advisory, Insurance, Mutual Funds, Retirement, Retirement Planning, Portfolio Management, Asset Management, New Business Development, Financial Advisory
Education
The University of British Columbia 1989 — 1993
Bachelor of Commerce (B.Com.), Urban Land Economics
Manulife Private Wealth January 2015 - Present
Dynamic Funds January 2004 - September 2013
Connor, Clark & Lunn Financial Group January 1998 - April 2003
Skills
Investment Strategies, Investments, Alternative Investments, Business Development, Wealth Management, Investment Advisory, Insurance, Mutual Funds, Retirement, Retirement Planning, Portfolio Management, Asset Management, New Business Development, Financial Advisory
Education
The University of British Columbia 1989 — 1993
Bachelor of Commerce (B.Com.), Urban Land Economics
Mickey Koutsoukos CIM, FCSI's Dynamic Funds Experience March 2007 - Present
Job Sales Representative at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds March 2007 - Present
Dynamic Funds January 2004 - March 2006
Education
CFA Institue / CSI Global Education 2000 — 2005
Investment Management
Concordia University
Dynamic Funds March 2007 - Present
Dynamic Funds January 2004 - March 2006
Education
CFA Institue / CSI Global Education 2000 — 2005
Investment Management
Concordia University
Myles Zyblock's Dynamic Funds Experience May 2013 - Present
Job Chief Investment Strategist at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds May 2013 - Present
RBC Capital Markets March 2003 - March 2013
Brown Brothers Harriman 1999 - 2003
BCA Research 1994 - 1999
Skills
Equities, Macroeconomics, Investment Strategies, Economics, Equity Research, Hedge Funds, Fixed Income, Financial Markets, Asset Allocation, Capital Markets, Alternative Investments, Asset Management, Bonds, Commodity, ETFs, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Trading, Equity Valuation, FX Options, Financial Analysis, Financial Modeling, Global Macro, Investment Advisory, Investment Banking, Investment Management, Investments, Mutual Funds, Options, Portfolio Management, Private Equity, Quantitative Analytics, Quantitative Finance, Securities, Series 63, Series 7, Strategy, Structured Products, Trading, Trading Strategies, Valuation, Wealth Management
Education
Queen's University 1990 — 1993
Ph.D. (A.B.D.), Economics
University of Manitoba 1986 — 1990
B.A. (hons.), Economics
Dynamic Funds May 2013 - Present
RBC Capital Markets March 2003 - March 2013
Brown Brothers Harriman 1999 - 2003
BCA Research 1994 - 1999
Skills
Equities, Macroeconomics, Investment Strategies, Economics, Equity Research, Hedge Funds, Fixed Income, Financial Markets, Asset Allocation, Capital Markets, Alternative Investments, Asset Management, Bonds, Commodity, ETFs, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Trading, Equity Valuation, FX Options, Financial Analysis, Financial Modeling, Global Macro, Investment Advisory, Investment Banking, Investment Management, Investments, Mutual Funds, Options, Portfolio Management, Private Equity, Quantitative Analytics, Quantitative Finance, Securities, Series 63, Series 7, Strategy, Structured Products, Trading, Trading Strategies, Valuation, Wealth Management
Education
Queen's University 1990 — 1993
Ph.D. (A.B.D.), Economics
University of Manitoba 1986 — 1990
B.A. (hons.), Economics
Amr El-Said's Dynamic Funds Experience August 2000 - August 2006
Job Senior Business Analyst (Consultant), Financial Sector, Risk Management and Regulatory projects
Industry Financial Services
Experience
RBC April 2015 - Present
BMO Nesbitt Burns, Wealth Management January 2014 - March 2015
RBC 2015 - 2015
RBC 2015 - 2015
RBC 2015 - 2015
CIBC, Credit Risk Management July 2011 - January 2014
Scotia Capital October 2008 - June 2011
AGF Management Limited September 2006 - September 2008
Dynamic Funds August 2000 - August 2006
Skills
SQL, Business Analysis, Data Modeling, User Acceptance Testing, Microsoft SQL Server, Software Development, SDLC, Visio, Business Requirements, Requirements Analysis, Agile Methodologies, Data Warehousing, Requirements Gathering, MS Project, Enterprise Architecture, Integration, Systems Analysis, Business Process, Software Project..., Software Documentation, ETL, UML, Solution Architecture, Quality Center, Risk Management, Database Design, SOA, ITIL, Functional..., Oracle, Databases, Vendor Management
Education
University of Edinburgh 1990 — 1991
MSc., Knowledge Based Systems
Ain Shams University 1984 — 1989
BSc., Computer Engineering
RBC April 2015 - Present
BMO Nesbitt Burns, Wealth Management January 2014 - March 2015
RBC 2015 - 2015
RBC 2015 - 2015
RBC 2015 - 2015
CIBC, Credit Risk Management July 2011 - January 2014
Scotia Capital October 2008 - June 2011
AGF Management Limited September 2006 - September 2008
Dynamic Funds August 2000 - August 2006
Skills
SQL, Business Analysis, Data Modeling, User Acceptance Testing, Microsoft SQL Server, Software Development, SDLC, Visio, Business Requirements, Requirements Analysis, Agile Methodologies, Data Warehousing, Requirements Gathering, MS Project, Enterprise Architecture, Integration, Systems Analysis, Business Process, Software Project..., Software Documentation, ETL, UML, Solution Architecture, Quality Center, Risk Management, Database Design, SOA, ITIL, Functional..., Oracle, Databases, Vendor Management
Education
University of Edinburgh 1990 — 1991
MSc., Knowledge Based Systems
Ain Shams University 1984 — 1989
BSc., Computer Engineering
hardev wadhwa's Dynamic Funds Experience February 2006 - November 2008
Job Manager Business Analysis at GWMS, Scotiabank
Industry Financial Services
Experience
Scotiabank April 2012 - Present
Dundee Wealth April 2010 - March 2012
Dundee Wealth/Dynamic Funds December 2008 - April 2010
Dynamic Funds February 2006 - November 2008
Dynamic Funds July 2004 - February 2006
Dynamic Funds April 2001 - June 2004
Education
Panjab University 1979 — 1981
Master of Arts (M.A.), Economics
Scotiabank April 2012 - Present
Dundee Wealth April 2010 - March 2012
Dundee Wealth/Dynamic Funds December 2008 - April 2010
Dynamic Funds February 2006 - November 2008
Dynamic Funds July 2004 - February 2006
Dynamic Funds April 2001 - June 2004
Education
Panjab University 1979 — 1981
Master of Arts (M.A.), Economics
joshua sun's Dynamic Funds Experience December 2000 - Present
Job System Administrator at Dundee Wealth
Industry Financial Services
Experience
Dynamic Funds December 2000 - Present
Education
Huazhong University of Science and Technology 1989 — 1991
Dynamic Funds December 2000 - Present
Education
Huazhong University of Science and Technology 1989 — 1991
Patricia Florea's Dynamic Funds Experience July 2000 - January 2001
Job Development Manager at IFDS
Industry Computer Software
Experience
International Financial Data Services October 2012 - Present
International Financial Data Services August 2011 - October 2012
International Financial Data Services January 2001 - August 2011
Dynamic Funds July 2000 - January 2001
RDS 1999 - 2000
Daewoo Automotive 1995 - 1998
Skills
SDLC, OpenEdge, Software Project..., Unix, Problem Solving, Software Design, Project Management, Leadership, Financial Applications, System Deployment, XML, MySQL, Linux, Progress 4GL, Clarity, Requirements Analysis, Disaster Recovery, Agile Methodologies, Microsoft SQL Server, SQL, Business Analysis, Business Requirements, Web Services, Software Development
Education
1988 — 1993
Computer Science
Liceul Nicolae Balcescu Craiova 1984 — 1988
International Financial Data Services October 2012 - Present
International Financial Data Services August 2011 - October 2012
International Financial Data Services January 2001 - August 2011
Dynamic Funds July 2000 - January 2001
RDS 1999 - 2000
Daewoo Automotive 1995 - 1998
Skills
SDLC, OpenEdge, Software Project..., Unix, Problem Solving, Software Design, Project Management, Leadership, Financial Applications, System Deployment, XML, MySQL, Linux, Progress 4GL, Clarity, Requirements Analysis, Disaster Recovery, Agile Methodologies, Microsoft SQL Server, SQL, Business Analysis, Business Requirements, Web Services, Software Development
Education
1988 — 1993
Computer Science
Liceul Nicolae Balcescu Craiova 1984 — 1988
Fred Ghadban's Dynamic Funds Experience May 2012 - Present
Job Vice President, Business Development at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds May 2012 - Present
Manulife Wealth Management (a division of Manulife Financial) October 2007 - May 2012
United Financial Corporation (a division of CI Investments) January 2005 - October 2007
Merrill Lynch Canada 1999 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Strategic Financial..., Securities, Public Speaking, Investment Strategies, Investment Advisory, Wealth Management..., Retirement Planning, Financial Advisory, Asset Allocation, Business Development, Investment Management, Asset Management, ETFs, Portfolio Management
Education
Edinburgh University 1998 — 2000
Master of Business Administration (MBA), Business/Commerce, General
University of Ottawa 1989 — 1992
B.Adm, Finance
Glebe Collegiate
9-12
Dynamic Funds May 2012 - Present
Manulife Wealth Management (a division of Manulife Financial) October 2007 - May 2012
United Financial Corporation (a division of CI Investments) January 2005 - October 2007
Merrill Lynch Canada 1999 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Strategic Financial..., Securities, Public Speaking, Investment Strategies, Investment Advisory, Wealth Management..., Retirement Planning, Financial Advisory, Asset Allocation, Business Development, Investment Management, Asset Management, ETFs, Portfolio Management
Education
Edinburgh University 1998 — 2000
Master of Business Administration (MBA), Business/Commerce, General
University of Ottawa 1989 — 1992
B.Adm, Finance
Glebe Collegiate
9-12
Daniel Liang's Dynamic Funds Experience June 2011 - July 2011
Job Business Analyst at Canadian Tire
Industry Information Technology and Services
Experience
Canadian Tire May 2015 - Present
Adastra January 2008 - Present
BUPT Hotel in Beijing, China May 2013 - May 2014
Empire Life November 2012 - February 2013
RSA Canada July 2012 - October 2012
LS travel retail North America March 2012 - June 2012
BMO Financial Group August 2011 - February 2012
Dynamic Funds June 2011 - July 2011
Foresters January 2011 - May 2011
GuestLogix September 2010 - November 2010
Skills
Data Warehousing, ETL, Datastage, PL/SQL, Java, Database Design, C, C++, Data Modeling, Data Quality, Business Analysis, Business Intelligence, Oracle, Requirements Analysis, SQL, Python, CSS, Microsoft SQL Server, Unix Shell Scripting, Data Integration, Teradata, Informatica, Integration, SDLC, Master Data Management, Databases, DB2, Data Marts, Java software..., JSON, jQuery, Django
Education
University of Guelph 2000 — 2004
Bachelor of Computing, Computer Science
Schiller International University 1998 — 2000
Canadian Tire May 2015 - Present
Adastra January 2008 - Present
BUPT Hotel in Beijing, China May 2013 - May 2014
Empire Life November 2012 - February 2013
RSA Canada July 2012 - October 2012
LS travel retail North America March 2012 - June 2012
BMO Financial Group August 2011 - February 2012
Dynamic Funds June 2011 - July 2011
Foresters January 2011 - May 2011
GuestLogix September 2010 - November 2010
Skills
Data Warehousing, ETL, Datastage, PL/SQL, Java, Database Design, C, C++, Data Modeling, Data Quality, Business Analysis, Business Intelligence, Oracle, Requirements Analysis, SQL, Python, CSS, Microsoft SQL Server, Unix Shell Scripting, Data Integration, Teradata, Informatica, Integration, SDLC, Master Data Management, Databases, DB2, Data Marts, Java software..., JSON, jQuery, Django
Education
University of Guelph 2000 — 2004
Bachelor of Computing, Computer Science
Schiller International University 1998 — 2000
Catrina Devlin's Dynamic Funds Experience August 2014 - Present
Job Manager, Inside Sales at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds August 2014 - Present
Dynamic Funds August 2010 - July 2014
Fidelity Investments December 2006 - August 2010
Skills
Investment Strategies, Retirement Planning, Financial Advisory, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Investment Advisory, Investments, Alternative Investments, Asset Management, Financial Services, Fixed Income, Investment Management, Securities, Strategic Financial..., Wealth
Education
McMaster University 1998 — 2003
Honors Bachelor of Science, Biology with a minor in Anthropology
Dynamic Funds August 2014 - Present
Dynamic Funds August 2010 - July 2014
Fidelity Investments December 2006 - August 2010
Skills
Investment Strategies, Retirement Planning, Financial Advisory, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Investment Advisory, Investments, Alternative Investments, Asset Management, Financial Services, Fixed Income, Investment Management, Securities, Strategic Financial..., Wealth
Education
McMaster University 1998 — 2003
Honors Bachelor of Science, Biology with a minor in Anthropology
Gerry Morris, CFA's Dynamic Funds Experience January 1994 - February 2009
Job Proprietor at Benjamin Moore A Home Inspired
Industry Financial Services
Experience
Benjamin Moore - A Home Inspired May 2015 - Present
Manulife Asset Management August 2010 - May 2015
Dynamic Funds January 1994 - February 2009
Skills
Strategic Planning, Product Management, Integration, Strategy, Mutual Funds, Equities, Team Building, Change Management, Asset Managment
Education
Bishop's University 1988 — 2002
BBA, Finance, Accounting
York University - Schulich School of Business 1997 — 2001
MBA, Finance, Accounting
Benjamin Moore - A Home Inspired May 2015 - Present
Manulife Asset Management August 2010 - May 2015
Dynamic Funds January 1994 - February 2009
Skills
Strategic Planning, Product Management, Integration, Strategy, Mutual Funds, Equities, Team Building, Change Management, Asset Managment
Education
Bishop's University 1988 — 2002
BBA, Finance, Accounting
York University - Schulich School of Business 1997 — 2001
MBA, Finance, Accounting
Jonathan Georges's Dynamic Funds Experience September 2005 - July 2006
Job Vice President, Wealth Management Solutions at EquiSoft
Industry Financial Services
Experience
EquiSoft April 2010 - Present
AdvisorCentric Marketing Inc. July 2006 - April 2010
Dynamic Funds September 2005 - July 2006
CIBC Asset Management September 1999 - September 2005
Skills
Product Management, Market Research, Wealth Management, Mutual Funds, Financial Services, Product Development, Investments, Investment Strategies, New Business Development, Asset Management, Business Development, Strategic Partnerships, CRM, Business Analysis, Relationship Management, Business Strategy, Marketing, Start-ups
Education
Concordia University 1993 — 1996
Bachelor, Commerce
EquiSoft April 2010 - Present
AdvisorCentric Marketing Inc. July 2006 - April 2010
Dynamic Funds September 2005 - July 2006
CIBC Asset Management September 1999 - September 2005
Skills
Product Management, Market Research, Wealth Management, Mutual Funds, Financial Services, Product Development, Investments, Investment Strategies, New Business Development, Asset Management, Business Development, Strategic Partnerships, CRM, Business Analysis, Relationship Management, Business Strategy, Marketing, Start-ups
Education
Concordia University 1993 — 1996
Bachelor, Commerce
Jay Connell, CAIA's Dynamic Funds Experience January 2013 - Present
Job Senior Product Manager at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds January 2013 - Present
BNY Mellon January 2012 - December 2012
BT Financial Group November 2007 - July 2011
MLC Investments September 2003 - November 2007
MLC Investments October 2000 - September 2003
Skills
Asset Allocation, Portfolio Management, Strategy, Investments, Equities, Asset Managment, Asset Management, Mutual Funds, Investment Management, Financial Advisory, Relationship Management, Wealth Management, Investment Strategies, Alternative Investments, Pensions
Education
CAIA Instutute 2012 — 2013
Chartered Alternative Investment Analyst
CFA Institute 2010 — 2012
CFA Charterholder candidate, Investment Management
Curtin University 1997 — 2000
Finance & Economics
Dynamic Funds January 2013 - Present
BNY Mellon January 2012 - December 2012
BT Financial Group November 2007 - July 2011
MLC Investments September 2003 - November 2007
MLC Investments October 2000 - September 2003
Skills
Asset Allocation, Portfolio Management, Strategy, Investments, Equities, Asset Managment, Asset Management, Mutual Funds, Investment Management, Financial Advisory, Relationship Management, Wealth Management, Investment Strategies, Alternative Investments, Pensions
Education
CAIA Instutute 2012 — 2013
Chartered Alternative Investment Analyst
CFA Institute 2010 — 2012
CFA Charterholder candidate, Investment Management
Curtin University 1997 — 2000
Finance & Economics
Nick Aragona's Dynamic Funds Experience May 2011 - Present
Job Inside Sales Representative @ Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds May 2011 - Present
Dynamic Funds January 2010 - January 2011
Dynamic Funds January 2008 - January 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Hedge Funds, Portfolio Management
Education
Niagara University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Niagara University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Dynamic Funds May 2011 - Present
Dynamic Funds January 2010 - January 2011
Dynamic Funds January 2008 - January 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Hedge Funds, Portfolio Management
Education
Niagara University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Niagara University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Tino Di Libero's Dynamic Funds Experience 2012 - 2013
Job Systemized Solutions Representative at Dynamic Funds Scotia Asset Management
Industry Financial Services
Experience
Dynamic Funds 2012 - 2013
DundeeWealth Inc - Scotiabank May 2011 - May 2012
TD Canada Trust November 2009 - April 2011
Skills
Banking, Team Leadership, Portfolio Management, Customer Service, Mutual Funds
Education
Concordia University 2005 — 2009
BA, Economics, Business Administration, Management and Operations
Dawson College 2002 — 2005
DEC, Business Administration - Finance Specialization
Dynamic Funds 2012 - 2013
DundeeWealth Inc - Scotiabank May 2011 - May 2012
TD Canada Trust November 2009 - April 2011
Skills
Banking, Team Leadership, Portfolio Management, Customer Service, Mutual Funds
Education
Concordia University 2005 — 2009
BA, Economics, Business Administration, Management and Operations
Dawson College 2002 — 2005
DEC, Business Administration - Finance Specialization
Jenny Yee-Carey's Dynamic Funds Experience September 2014 - Present
Job Assistant Manager, Client Administration at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds September 2014 - Present
Dynamic Funds May 2014 - Present
Fidelity Investments Canada ULC October 2000 - April 2013
Fidelity Investments October 2009 - February 2011
Fidelity Investments October 2000 - November 2009
Skills
Leadership, Call Centers, Call Center, Financial Services, Investments, Relationship Management, Time Management, Mutual Funds, Process Improvement, Business Analysis, Strategy, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Asset Managment, Securities, Insurance, Asset Allocation, Banking, Vendor Management, Portfolio Management, Equities, Asset Management
Education
Ryerson University
Marketing
University of Toronto - Victoria University
Dynamic Funds September 2014 - Present
Dynamic Funds May 2014 - Present
Fidelity Investments Canada ULC October 2000 - April 2013
Fidelity Investments October 2009 - February 2011
Fidelity Investments October 2000 - November 2009
Skills
Leadership, Call Centers, Call Center, Financial Services, Investments, Relationship Management, Time Management, Mutual Funds, Process Improvement, Business Analysis, Strategy, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Asset Managment, Securities, Insurance, Asset Allocation, Banking, Vendor Management, Portfolio Management, Equities, Asset Management
Education
Ryerson University
Marketing
University of Toronto - Victoria University
Claudia Apablaza's Dynamic Funds Experience January 2013 - April 2013
Job Credit & Compliance
Industry Tobacco
Experience
Rothmans October 2014 - Present
CIBC February 2014 - October 2014
CIBC April 2013 - February 2014
Dynamic Funds January 2013 - April 2013
RBC Royal Bank September 2010 - September 2012
TD Waterhouse March 2010 - October 2010
Skills
Credit, Banking, Customer Service, Research, Retail, Team Leadership, Microsoft Excel, Leadership, Canadian Securities..., Loans, Investigation, Microsoft Office, Oracle Applications, IRIS, PeopleSoft, General Ledger, General Office Skills, General Administrative..., Escalation Process, Escalation Resolution, Document Retrieval, Time Management, Business Loans, loan maintenance, Payment Services, Electronic Payments, Drafts, Wire, RRSP, Risk Management, Analysis, Investments, Mutual Funds, Retail Banking, Finance
Education
CSI Global Education Inc. 2009 — 2009
Canadian Securities Course (CSC), Financial Services Training
George Brown College 2008 — 2009
Business Administration Diploma, Financial Planning
Pontificia Universidad Católica de Chile 1999 — 2004
Bachelor, Design
Rothmans October 2014 - Present
CIBC February 2014 - October 2014
CIBC April 2013 - February 2014
Dynamic Funds January 2013 - April 2013
RBC Royal Bank September 2010 - September 2012
TD Waterhouse March 2010 - October 2010
Skills
Credit, Banking, Customer Service, Research, Retail, Team Leadership, Microsoft Excel, Leadership, Canadian Securities..., Loans, Investigation, Microsoft Office, Oracle Applications, IRIS, PeopleSoft, General Ledger, General Office Skills, General Administrative..., Escalation Process, Escalation Resolution, Document Retrieval, Time Management, Business Loans, loan maintenance, Payment Services, Electronic Payments, Drafts, Wire, RRSP, Risk Management, Analysis, Investments, Mutual Funds, Retail Banking, Finance
Education
CSI Global Education Inc. 2009 — 2009
Canadian Securities Course (CSC), Financial Services Training
George Brown College 2008 — 2009
Business Administration Diploma, Financial Planning
Pontificia Universidad Católica de Chile 1999 — 2004
Bachelor, Design
Alice EBENYE's Dynamic Funds Experience October 2010 - December 2010
Job Conseillère Finances Personnelles Investissement at National Bank of Canada
Industry Banking
Experience
National Bank of Canada September 2013 - Present
National Bank of Canada January 2012 - August 2013
Homewood Human Solutions January 2011 - January 2012
Dynamic Funds October 2010 - December 2010
Desjardins November 2009 - May 2010
RBC Royal Bank March 2006 - November 2008
Skills
Banking, Payments, Microsoft Office, French, Microsoft Excel, Customer Service, Credit Risk, Windows, Finance, Business Analysis, Portfolio Management
Education
CIFFA 2008 — 2008
Certification des Transitaires Canadiens,, Freight Forwarding, Transport
Université Paris - Val-de-Marne (Paris XII) 2004 — 2005
Master's degree, Business Administration
Maximilien Sorre 2001 — 2004
Bachelor of Business Administration (B.B.A.), International Business
National Bank of Canada September 2013 - Present
National Bank of Canada January 2012 - August 2013
Homewood Human Solutions January 2011 - January 2012
Dynamic Funds October 2010 - December 2010
Desjardins November 2009 - May 2010
RBC Royal Bank March 2006 - November 2008
Skills
Banking, Payments, Microsoft Office, French, Microsoft Excel, Customer Service, Credit Risk, Windows, Finance, Business Analysis, Portfolio Management
Education
CIFFA 2008 — 2008
Certification des Transitaires Canadiens,, Freight Forwarding, Transport
Université Paris - Val-de-Marne (Paris XII) 2004 — 2005
Master's degree, Business Administration
Maximilien Sorre 2001 — 2004
Bachelor of Business Administration (B.B.A.), International Business
Ali Hanif's Dynamic Funds Experience November 2014 - Present
Job Financial Services at Dynamic Funds
Industry Banking
Experience
Dynamic Funds November 2014 - Present
CIBC January 2014 - October 2014
CIBC 2010 - 2012
Skills
Banking, Retail Banking, Credit, Mortgage Lending, Loans, Residential Mortgages, Credit Risk, Portfolio Management, Credit Analysis, Financial Risk, Mutual Funds, Financial Analysis, Corporate Finance, Finance, Investments, Risk Management, Relationship Management, Credit Cards, Operational Risk, Asset Based Lending, Branch Banking, Cash Management, Consumer Lending, Microsoft Office, Teamwork, Valuation, Management, Team Leadership
Education
CFA Institute 2014 — 2016
Level 1 candidate, Chartered Financial Analyst
GAARP 2014 — 2015
FRM, financial risk manager
IFIC 2014 — 2014
Mutual Funds License (IFIC), Investments and Securities
Concordia University 2006 — 2010
Bachelors of Commerce (John Molson School of Business), Finance
Aitchison College 1994 — 2003
High School (Olevels)
LGS
Dynamic Funds November 2014 - Present
CIBC January 2014 - October 2014
CIBC 2010 - 2012
Skills
Banking, Retail Banking, Credit, Mortgage Lending, Loans, Residential Mortgages, Credit Risk, Portfolio Management, Credit Analysis, Financial Risk, Mutual Funds, Financial Analysis, Corporate Finance, Finance, Investments, Risk Management, Relationship Management, Credit Cards, Operational Risk, Asset Based Lending, Branch Banking, Cash Management, Consumer Lending, Microsoft Office, Teamwork, Valuation, Management, Team Leadership
Education
CFA Institute 2014 — 2016
Level 1 candidate, Chartered Financial Analyst
GAARP 2014 — 2015
FRM, financial risk manager
IFIC 2014 — 2014
Mutual Funds License (IFIC), Investments and Securities
Concordia University 2006 — 2010
Bachelors of Commerce (John Molson School of Business), Finance
Aitchison College 1994 — 2003
High School (Olevels)
LGS
Bosko Djurovic's Dynamic Funds Experience October 2002 - August 2008
Job Investor Relations at Bay Capital Markets
Industry Financial Services
Experience
Bay Capital Markets November 2011 - Present
foundation Notre Dame de Sion September 2009 - June 2015
EMJ Group December 2007 - January 2013
Standard Life October 2008 - May 2011
Dynamic Funds October 2002 - August 2008
Education
Concordia University 1998 — 2000
Bachelor's Degree, Finance
Bay Capital Markets November 2011 - Present
foundation Notre Dame de Sion September 2009 - June 2015
EMJ Group December 2007 - January 2013
Standard Life October 2008 - May 2011
Dynamic Funds October 2002 - August 2008
Education
Concordia University 1998 — 2000
Bachelor's Degree, Finance
Reza Torkamanloo's Dynamic Funds Experience June 2000 - January 2007
Job Regional Director at Bridgehouse Asset Managers
Industry Investment Banking
Experience
Bridgehouse Asset Managers July 2012 - Present
Bridgehouse Asset Managers April 2010 - July 2012
RBC DS March 2009 - March 2010
Acuity Funds February 2007 - March 2009
Dynamic Funds June 2000 - January 2007
Skills
Investments, Wealth Management, Sales, Mutual Funds, Asset Managment, Portfolio Management, Strategic Financial..., Equities, Securities, Risk Management, Finance, Insurance, Retirement Planning, Alternative Investments, Asset Allocation, New Business Development, Business Planning, Fixed Income, Investment Advisory, Sales Management
Education
Canadian Securities Institute (CSI) 2008 — 2009
Université du Québec à Montréal 1996 — 2000
B.B.A., Business Administration
Bridgehouse Asset Managers July 2012 - Present
Bridgehouse Asset Managers April 2010 - July 2012
RBC DS March 2009 - March 2010
Acuity Funds February 2007 - March 2009
Dynamic Funds June 2000 - January 2007
Skills
Investments, Wealth Management, Sales, Mutual Funds, Asset Managment, Portfolio Management, Strategic Financial..., Equities, Securities, Risk Management, Finance, Insurance, Retirement Planning, Alternative Investments, Asset Allocation, New Business Development, Business Planning, Fixed Income, Investment Advisory, Sales Management
Education
Canadian Securities Institute (CSI) 2008 — 2009
Université du Québec à Montréal 1996 — 2000
B.B.A., Business Administration
Philippe Pelletier CIM's Dynamic Funds Experience 2004 - December 2013
Job Vice President Sales, Montreal North and South
Industry Investment Management
Experience
NEI Investments July 2015 - Present
SFL Partenaire de Desjardins Sécurité financière January 2014 - June 2015
Dynamic Funds 2004 - December 2013
Dynamic Funds 2005 - 2008
Dynamic Funds 2004 - 2005
Berkshire Group 2002 - 2004
Skills
Mutual Funds, Investment Strategies, Alternative Investments, Business Development, Wealth Management, Asset Allocation, Strategic Financial..., Financial Services, ETFs, Investment Management, Investment Advisory, Securities, Financial Advisory, Fixed Income, Retirement Planning, Financial Planning
Education
Canadian Securities Institute
CIM - Chartered Investment Manager
John Abbott College
UQAM
NEI Investments July 2015 - Present
SFL Partenaire de Desjardins Sécurité financière January 2014 - June 2015
Dynamic Funds 2004 - December 2013
Dynamic Funds 2005 - 2008
Dynamic Funds 2004 - 2005
Berkshire Group 2002 - 2004
Skills
Mutual Funds, Investment Strategies, Alternative Investments, Business Development, Wealth Management, Asset Allocation, Strategic Financial..., Financial Services, ETFs, Investment Management, Investment Advisory, Securities, Financial Advisory, Fixed Income, Retirement Planning, Financial Planning
Education
Canadian Securities Institute
CIM - Chartered Investment Manager
John Abbott College
UQAM
Don Simpson, CFA's Dynamic Funds Experience December 2012 - Present
Job Portfolio Manager at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds December 2012 - Present
Invesco Trimark Investments 2001 - 2012
Education
Bishop's University
Bachelor of Business Administration (BBA)
Dynamic Funds December 2012 - Present
Invesco Trimark Investments 2001 - 2012
Education
Bishop's University
Bachelor of Business Administration (BBA)
Stefano Cavaliere, CFA, CAIA, FRM's Dynamic Funds Experience 2013 - Present
Job financial market professional
Industry Capital Markets
Experience
Dynamic Funds 2013 - Present
National Bank of Canada December 2008 - November 2012
National Bank of Canada April 2005 - December 2008
Skills
Credit Derivatives, Financial Markets, Market Making, Equity Derivatives, Alternative Investments, Hedge Funds, Mutual Funds, Proprietary Trading, Risk Management, Asset Allocation, Macroeconomics, currency trading, fixed income trading, Bloomberg, Fixed Income
Education
HEC Montréal
Dynamic Funds 2013 - Present
National Bank of Canada December 2008 - November 2012
National Bank of Canada April 2005 - December 2008
Skills
Credit Derivatives, Financial Markets, Market Making, Equity Derivatives, Alternative Investments, Hedge Funds, Mutual Funds, Proprietary Trading, Risk Management, Asset Allocation, Macroeconomics, currency trading, fixed income trading, Bloomberg, Fixed Income
Education
HEC Montréal
Joelle Fairley-Woodman's Dynamic Funds Experience March 2011 - July 2012
Job Dealer Relations Administrator at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon September 2013 - Present
CIBC Mellon June 2013 - September 2013
CIBC Mellon September 2012 - June 2013
Dynamic Funds March 2011 - July 2012
Dynamic Funds October 2003 - March 2011
Dynamic Funds August 2000 - October 2003
Skills
Estate Processing, Estate Tax Calculation..., Dealer Relationships, Client Liaison, Hedge Funds, Segregated Funds, Customer Service, Mutual Funds, Mutual Fund Speciality..., Fund Of Funds, Fund Administration, Account Reconciliation, Back Office, Daily Operations, Daily Reports, Cash Flow, Financial Reporting, Compliance, Procedure Manuals, Auditing, Accounting, Internal Controls, Income Tax, Risk Management, Strategic Financial...
Education
Sheridan College 2001 — 2003
Marketing/Marketing Management, General
CIBC Mellon September 2013 - Present
CIBC Mellon June 2013 - September 2013
CIBC Mellon September 2012 - June 2013
Dynamic Funds March 2011 - July 2012
Dynamic Funds October 2003 - March 2011
Dynamic Funds August 2000 - October 2003
Skills
Estate Processing, Estate Tax Calculation..., Dealer Relationships, Client Liaison, Hedge Funds, Segregated Funds, Customer Service, Mutual Funds, Mutual Fund Speciality..., Fund Of Funds, Fund Administration, Account Reconciliation, Back Office, Daily Operations, Daily Reports, Cash Flow, Financial Reporting, Compliance, Procedure Manuals, Auditing, Accounting, Internal Controls, Income Tax, Risk Management, Strategic Financial...
Education
Sheridan College 2001 — 2003
Marketing/Marketing Management, General
Bellefleur Paul's Dynamic Funds Experience May 2005 - December 2011
Job Assistant Manager at B2B Bank
Industry Financial Services
Experience
B2B Trust September 2012 - Present
Dynamic Funds May 2005 - December 2011
Dynamic Mutual Funds 2004 - December 2011
MRS 2000 - 2001
Skills
Mutual Funds, Investments, Securities, Hedge Funds, Asset Managment, Customer Service, Microsoft Office, Change Management, Back Office, Microsoft Excel, Coaching
Education
Carleton University
Bachelor of Commerce (B.Com.), Finance
B2B Trust September 2012 - Present
Dynamic Funds May 2005 - December 2011
Dynamic Mutual Funds 2004 - December 2011
MRS 2000 - 2001
Skills
Mutual Funds, Investments, Securities, Hedge Funds, Asset Managment, Customer Service, Microsoft Office, Change Management, Back Office, Microsoft Excel, Coaching
Education
Carleton University
Bachelor of Commerce (B.Com.), Finance
Michelle Ali's Dynamic Funds Experience February 2013 - Present
Job Senior Web Designer at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds February 2013 - Present
blackblack 2007 - Present
Franklin Templeton Investments February 2010 - January 2013
TripAtlas.com August 2007 - February 2010
Skills
Adobe Creative Suite, Front-end Development, AS3, CSS, Web Design, Web Development, Mobile Design, HTML, ActionScript, Wireframes, JavaScript, Flash, Illustrator, Creative Direction, Dreamweaver, CMS, Front-end
Education
OCAD University 2002 — 2006
BA, Graphic Design
OCAD University
Bachelor of Arts (B.A.), Graphic Design
Dynamic Funds February 2013 - Present
blackblack 2007 - Present
Franklin Templeton Investments February 2010 - January 2013
TripAtlas.com August 2007 - February 2010
Skills
Adobe Creative Suite, Front-end Development, AS3, CSS, Web Design, Web Development, Mobile Design, HTML, ActionScript, Wireframes, JavaScript, Flash, Illustrator, Creative Direction, Dreamweaver, CMS, Front-end
Education
OCAD University 2002 — 2006
BA, Graphic Design
OCAD University
Bachelor of Arts (B.A.), Graphic Design
Rehan Malik's Dynamic Funds Experience July 2009 - February 2010
Job Sentry Investments
Industry Investment Management
Experience
Sentry Investments April 2015 - Present
Sentry Investments July 2012 - April 2015
RBC Dexia August 2010 - August 2012
Dynamic Funds July 2009 - February 2010
Dundee Wealth Management Inc April 2009 - July 2009
Dynamic Funds November 2008 - March 2009
International Financial Data Service October 2006 - January 2009
Inam-Ur-Rehman & Associates June 2008 - August 2008
McDonald's July 2000 - January 2008
CIBC Wood Gundy January 2002 - May 2002
Skills
Mutual Funds, Macro, Derivatives, Capital Markets, Technical Analysis
Education
Canadian Securities Institute 2010 — 2010
CSC,DFC, Finance, Economics, Banking, Securities, Derivatives
Ryerson University 2005 — 2008
Bachelors of Commerce, Finance Major
CFA Institute
CFA level II candidate
Sentry Investments April 2015 - Present
Sentry Investments July 2012 - April 2015
RBC Dexia August 2010 - August 2012
Dynamic Funds July 2009 - February 2010
Dundee Wealth Management Inc April 2009 - July 2009
Dynamic Funds November 2008 - March 2009
International Financial Data Service October 2006 - January 2009
Inam-Ur-Rehman & Associates June 2008 - August 2008
McDonald's July 2000 - January 2008
CIBC Wood Gundy January 2002 - May 2002
Skills
Mutual Funds, Macro, Derivatives, Capital Markets, Technical Analysis
Education
Canadian Securities Institute 2010 — 2010
CSC,DFC, Finance, Economics, Banking, Securities, Derivatives
Ryerson University 2005 — 2008
Bachelors of Commerce, Finance Major
CFA Institute
CFA level II candidate
James (Sandy) Hershaw's Dynamic Funds Experience 1995 - 1998
Job Member of the Small and Medium Enterprises Committee at Ontario Securities Commission
Industry Investment Banking
Experience
Claymore Inc August 2014 - Present
Ontario Securities Commission August 2014 - Present
Greenock Resources Inc. May 2008 - Present
WATT Capital January 2001 - Present
Prospectors & Developers Association of Canada PDAC 2013 - 2014
Yorkton Securities (Lion Funds) 1998 - 2002
Dynamic Funds 1995 - 1998
BMO Nesbitt Burns 1992 - 1995
Imperial Oil 1986 - 1992
Scotiabank 1984 - 1986
Skills
Investor Relations, Investment Banking, Business Strategy, New Business Development, Strategic Planning, Business Planning, Corporate Governance, Marketing Strategy, Business Analysis, Negotiation, Management, Product Development, Project Management, Sales Management, Team Leadership, Marketing Communications, Market Research, Social Media Marketing, Customer Service, Team Building
Education
CFA Institute
Chartered Financial Analyst
Queen's University
Bachelor of Applied Science (B.A.Sc.), (Engineering)
University of Alberta
Masters of Business Administration, (Finance)
Claymore Inc August 2014 - Present
Ontario Securities Commission August 2014 - Present
Greenock Resources Inc. May 2008 - Present
WATT Capital January 2001 - Present
Prospectors & Developers Association of Canada PDAC 2013 - 2014
Yorkton Securities (Lion Funds) 1998 - 2002
Dynamic Funds 1995 - 1998
BMO Nesbitt Burns 1992 - 1995
Imperial Oil 1986 - 1992
Scotiabank 1984 - 1986
Skills
Investor Relations, Investment Banking, Business Strategy, New Business Development, Strategic Planning, Business Planning, Corporate Governance, Marketing Strategy, Business Analysis, Negotiation, Management, Product Development, Project Management, Sales Management, Team Leadership, Marketing Communications, Market Research, Social Media Marketing, Customer Service, Team Building
Education
CFA Institute
Chartered Financial Analyst
Queen's University
Bachelor of Applied Science (B.A.Sc.), (Engineering)
University of Alberta
Masters of Business Administration, (Finance)
Christine Case's Dynamic Funds Experience July 2011 - Present
Job Financial Services Product & Marketing Professional
Industry Financial Services
Experience
Dynamic Funds July 2011 - Present
Dynamic Funds August 2009 - July 2011
BMO Financial Group 2007 - 2009
Guardian Group of Funds (GGOF) 2001 - 2007
Guardian Group of Funds (GGOF) 1996 - 2000
Global Strategy Financial 1993 - 1996
Confederation Trust Company 1991 - 1993
TD Bank Group 1988 - 1991
Skills
Mutual Funds, Investments, Wealth Management, Relationship Management, Banking, Product Marketing, Product Development, Investment Advisory, Leadership, Financial Services
Education
Canadian Securities Institute 1993 — 1994
Canadian Securities Course
York University 1989 — 1993
Administrative Studies
St. Lawrence College 1985 — 1988
Animal Veterinary Technology
Dynamic Funds July 2011 - Present
Dynamic Funds August 2009 - July 2011
BMO Financial Group 2007 - 2009
Guardian Group of Funds (GGOF) 2001 - 2007
Guardian Group of Funds (GGOF) 1996 - 2000
Global Strategy Financial 1993 - 1996
Confederation Trust Company 1991 - 1993
TD Bank Group 1988 - 1991
Skills
Mutual Funds, Investments, Wealth Management, Relationship Management, Banking, Product Marketing, Product Development, Investment Advisory, Leadership, Financial Services
Education
Canadian Securities Institute 1993 — 1994
Canadian Securities Course
York University 1989 — 1993
Administrative Studies
St. Lawrence College 1985 — 1988
Animal Veterinary Technology
Danny Chiu, CIM's Dynamic Funds Experience January 2015 - Present
Job Product Manager at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds January 2015 - Present
Mackenzie Investments June 2011 - January 2015
Visa February 2007 - June 2011
Visa February 2007 - June 2011
Ingram Micro January 2006 - February 2007
Skills
Product Management, Credit Cards, Financial Services, Strategic Planning, Financial Analysis, Analytics, Payments, Relationship Management, Competitive Analysis, Financial Modeling, Product Marketing, Business Strategy, Project Management, Business Analysis, Market Research
Education
Brock University 2003 — 2005
Master's of Business Administration
York University 1999 — 2003
Bachelor of Arts in Business, Economics
Dynamic Funds January 2015 - Present
Mackenzie Investments June 2011 - January 2015
Visa February 2007 - June 2011
Visa February 2007 - June 2011
Ingram Micro January 2006 - February 2007
Skills
Product Management, Credit Cards, Financial Services, Strategic Planning, Financial Analysis, Analytics, Payments, Relationship Management, Competitive Analysis, Financial Modeling, Product Marketing, Business Strategy, Project Management, Business Analysis, Market Research
Education
Brock University 2003 — 2005
Master's of Business Administration
York University 1999 — 2003
Bachelor of Arts in Business, Economics
samson arregba's Dynamic Funds Experience January 2011 - Present
Job CSR at DYNAMIC FUNDS
Industry Financial Services
Experience
DYNAMIC FUNDS January 2011 - Present
Solium Capital August 2008 - August 2010
Freedom 55 Financial November 2007 - August 2008
Education
Université de Montréal 2001 — 2005
BAC, ECONOMICS
DYNAMIC FUNDS January 2011 - Present
Solium Capital August 2008 - August 2010
Freedom 55 Financial November 2007 - August 2008
Education
Université de Montréal 2001 — 2005
BAC, ECONOMICS
Jonathan d'Auvergne, CIM's Dynamic Funds Experience June 2010 - September 2010
Job RVP at Invesco Funds
Industry Investment Management
Experience
Invesco Funds October 2014 - Present
TD Asset Management June 2013 - September 2014
Fidelity Investments December 2010 - May 2013
Dynamic Funds June 2010 - September 2010
TD Canada Trust November 2007 - June 2010
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Financial Markets, Sales Presentations, Retirement Planning, Securities, Investment Advisory, Investment Strategies, ETFs, Retirement, Financial Services, Relationship Management, Strategic Financial..., Mutual Funds
Education
Concordia University 2002 — 2005
Bachelor of Commerce (B.Com.), Finance
John Abbott College 1999 — 2001
Commerce
Invesco Funds October 2014 - Present
TD Asset Management June 2013 - September 2014
Fidelity Investments December 2010 - May 2013
Dynamic Funds June 2010 - September 2010
TD Canada Trust November 2007 - June 2010
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Financial Markets, Sales Presentations, Retirement Planning, Securities, Investment Advisory, Investment Strategies, ETFs, Retirement, Financial Services, Relationship Management, Strategic Financial..., Mutual Funds
Education
Concordia University 2002 — 2005
Bachelor of Commerce (B.Com.), Finance
John Abbott College 1999 — 2001
Commerce
Anson Hu's Dynamic Funds Experience April 2013 - July 2015
Job Business Analyst (Risk Management Information Technology, IT&S) at Scotiabank
Industry Accounting
Experience
Scotiabank August 2015 - Present
Dynamic Funds April 2013 - July 2015
State Street January 2012 - April 2013
Ministry of the Attorney General September 2011 - December 2011
Cunningham LLP January 2011 - May 2011
Skills
Bookkeeping, Income Tax, Excel, Tax Returns, Tax, Accounting, Payroll, Quickbooks, Word, Reconciliation
Education
Seneca College of Applied Arts and Technology 2009 — 2011
Accounting and Finance Diploma, Accounting and Finace
Scotiabank August 2015 - Present
Dynamic Funds April 2013 - July 2015
State Street January 2012 - April 2013
Ministry of the Attorney General September 2011 - December 2011
Cunningham LLP January 2011 - May 2011
Skills
Bookkeeping, Income Tax, Excel, Tax Returns, Tax, Accounting, Payroll, Quickbooks, Word, Reconciliation
Education
Seneca College of Applied Arts and Technology 2009 — 2011
Accounting and Finance Diploma, Accounting and Finace