Educators Financial Group Inc.

Educators Financial Group Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Educators Financial Group Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Educators Financial Group Inc. Salaries. You can even request information on how much does Educators Financial Group Inc. pay if you want to. Learn about salaries, pros and cons of working for Educators Financial Group Inc. directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

13 Educators Financial Group Inc. employees in database. Find out everything there's to know about Educators Financial Group Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Educators Financial Group Inc. Employees

Employee
Years
Job
Industry
Marianne Taggio Marianne Taggio Toronto, Canada Area Details
Marianne Taggio's Educators Financial Group Inc. Experience January 2007 - 2011
Job CoFounder & CoCEO
Industry Executive Office
Experience
King's Crown   January 2014 - Present
TEC Canada  2013 - Present
King's Crown™ (1774) by Gebr. Weyersberg Inc.   2014 - 2015
King's Crown™ (1774) by Gebr. Weyersberg Inc.   2014 - 2015
CIBC  December 2010 - 2012
Educators Financial Group Inc.   January 2007 - 2011
Meridian Credit Union - predecessor organization HEPCOE   April 2003 - 2006
HEPCOE Credit Union  2003 - 2005
TD Financial Group  1995 - 2003
Canada Trust beginning at Canada Permanent in 1979   1979 - 1995

Skills
Strategy, Banking, Strategic Planning, Financial Services, Mergers, Leadership, Business Strategy, Mortgage Lending, Risk Management, Performance Management, Finance, Change Management, Customer Experience, Corporate Governance, Mergers & Acquisitions, Management, Growth Strategies, Turn Around Management, Mutual Funds, P&L Management, Business Development, Analytics, Wealth Management, Coaching, Retail Banking, Executive Management, Credit, Business Planning, Loans, Financial Risk, Organizational..., Asset Management, Retirement Planning, Strategic Financial..., Relationship Management, Human Resources, Portfolio Management, Credit Risk, Executive Coaching, busine, New Business Development, High Performance Teams, Leadership Development, Organizational..., Credit Cards, Investment Strategies, Sales, Talent Management, Strategic Leadership

Education
McMaster University
Certified Director - Directors College, Mc Master University

Ontario Securities Commission
Partners, Directors and Officers Designation

Ontario Securities Commission
Canadian Investment Funds

Queen's University
Queen's Executive Program

University of Maryland University College
Marketing

York University
Corporate Strategic Planning

Katelyn Bennet Katelyn Bennet Toronto, Canada Area Details
Katelyn Bennet's Educators Financial Group Inc. Experience December 2014 - Present
Job Marketing Analyst at Educators Financial Group Inc.
Industry Financial Services
Experience
Educators Financial Group Inc.   December 2014 - Present
adidas Group  April 2012 - December 2014
Bentall Kennedy  September 2011 - April 2012
General Electric  June 2010 - June 2011

Skills
Forecasting, Financial Analysis, Budgets, Analysis

Education
University of Guelph   2006 — 2010
Bachelor of Commerce, Management Economics in Industry and Finance

King City Secondary School   2002 — 2006

Richard Arbic, CFP Richard Arbic, CFP Ottawa, Canada Area Details
Richard Arbic, CFP's Educators Financial Group Inc. Experience May 2009 - May 2012
Job Investment Specialist
Industry Financial Services
Experience
Alterna Savings  June 2012 - Present
Educators Financial Group Inc.   May 2009 - May 2012
Freedom 55 Financial  2008 - 2009
TD Bank Group  2007 - 2008
MBNA Canada  September 2004 - 2007
Questrade  September 2003 - November 2004
Swifttrade  2001 - 2003

Skills
Retirement, Tax, Investments, Insurance, Portfolio Management, Wealth Management, Mutual Funds, Estate Planning, Retirement Planning, Strategic Financial..., Equities, Finance, Securities, Investment Advisory, Financial Services, Financial Advisory, Mortgage Lending, Financial Planners, Investment Strategies, Banking, Asset Allocation, Credit, Risk Management, Wealth, Personal Finance, Financial Risk, Wealth Management..., Asset Management, Financial Planning

Education
Algonquin College of Applied Arts and Technology

Canadian Securities Institute

Financial Planners Standards Council

Seneca College of Applied Arts and Technology

Robert Dunn, AMP Robert Dunn, AMP Ottawa, Canada Area Details
Robert Dunn, AMP's Educators Financial Group Inc. Experience March 2014 - August 2014
Job Retirement Investment Advisor at National Bank of Canada
Industry Banking
Experience
National Bank of Canada  August 2014 - Present
Educators Financial Group Inc.   March 2014 - August 2014
Algonquin College  November 2010 - December 2013
Alterna Savings  2010 - 2013
Everest College  July 2007 - August 2010
Golden Gate Capital Corp   September 2005 - July 2007
Scotiabank  January 1996 - January 2005
Manulife Financial  January 1988 - January 1996

Skills
Banking, Human Resources, Analysis, Training, Credit, Leadership, Investments, Customer Service, Business Development, Management, Strategic Financial..., Marketing, Coaching, Financial Services, Mutual Funds, Portfolio Management, Finance, Financial Planning

Education
Thompson Rivers University   2011 — 2014
Bachelor of Commerce (B.Com.)

Algonquin College   2010 — 2012
Online Education

Algonquin College of Applied Arts and Technology   2002 — 2005
AMP, International Trade

Algonquin College of Applied Arts and Technology   1982 — 1986
Business Administration

Institute of Canadian Bankers

Karen Hubbard Karen Hubbard Toronto, Canada Area Details
Karen Hubbard's Educators Financial Group Inc. Experience February 2011 - Present
Job Financial Planner, Educators Financial Group Inc.
Industry Financial Services
Experience
Educators Financial Group Inc.   February 2011 - Present
CIBC Wealth Management  February 1997 - January 2008
Canadian Securities Institute (CSI)   1998 - 2000
CIBC  April 1993 - February 1997

Skills
Banking, Investments, Mutual Funds, Wealth Management, Asset Management

Education
McMaster University   1989 — 1993
Bachelor of Commerce (BComm), Business/Commerce, General

James (Jim) Wanamaker James (Jim) Wanamaker London, Canada Area Details
James (Jim) Wanamaker's Educators Financial Group Inc. Experience February 2010 - Present
Job Certified Financial Planner at Educators Financial Group Inc.
Industry Financial Services
Experience
Educators Financial Group Inc.   February 2010 - Present
BMO Bank of Montreal  2008 - 2010
Enterprise Rent-A-Car  1994 - 2004

Skills
Investment Strategies, Retirement Planning, Money Management, Financial Counseling, Independent Financial..., Debt Management, Cash Flow Management, Risk Management, Cash Flow, Insurance, Mortgage Lending, Wealth Management

Education
University of Windsor   1987 — 1990
Bachelor of Commerce (B.Comm.), Business/Commerce, General

University of Guelph   1992 — 1992
Bachelor of Arts (BA), Psychology

Wilfrid Laurier University   1986 — 1987
Psychology and Business

Chuck Hamilton, C.Dir., FSA, FCIA Chuck Hamilton, C.Dir., FSA, FCIA Ottawa, Canada Area Details
Chuck Hamilton, C.Dir., FSA, FCIA's Educators Financial Group Inc. Experience March 2011 - Present
Job President & CEO at Educators Financial Group Inc.
Industry Financial Services
Experience
Educators Financial Group Inc.   March 2011 - Present
MD Physician Services Inc.  June 2009 - March 2010
CMAH Foundation   2007 - March 2010
MD Life Insurance Company   February 2005 - March 2010
MD Management  January 2004 - March 2010
MD Physician Services Inc.  June 2009 - February 2010
MD Insurance Agency Limited   January 2005 - August 2009
MD Private Investment Management   2007 - June 2009
Lancet Asset Management Inc.   2002 - 2004
MD Funds Management   2000 - 2002

Skills
Insurance, Financial Services, Leadership, Sales Management, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Securities, Investment Advisory, Financial Advisory, Risk Management, Financial Planners, Strategy, Estate Planning, Wealth, Start-ups, Investment Strategies, Portfolio Management, Asset Management, Asset Allocation, Financial Planning

Education
The DIrectors College   2011 — 2012
Chartered Director (C.Dir)

University of Manitoba   1980 — 1982
M.Sc., Actuarial and Business Mathematics

The University of Winnipeg   1977 — 1980
B.Sc., Calculus & Physics

Westwood Collegiate   1974 — 1977

Darryl Martella, RRC® Darryl Martella, RRC® Ottawa, Canada Area Details
Darryl Martella, RRC®'s Educators Financial Group Inc. Experience September 2012 - Present
Job Financial Advisor at Educators Financial Group Inc.
Industry Financial Services
Experience
Educators Financial Group Inc.   September 2012 - Present
Investia Financial Services Inc.  October 2004 - September 2012
The Ottawa Sun  August 2003 - October 2004

Skills
Disability Insurance, Critical Illness, Investments, Insurance, Pensions, Wealth Management, Retirement Planning, Estate Planning, Risk Management, Coaching, Mutual Funds, Investment Advisory, Asset Management, Insurance Planning, Financial Analysis, Business Planning, Financial Planners, Financial Advisory, Wealth, Wealth Management..., Financial Services, Financial Planning

Education
The Canadian Institute of Financial Planning   2011 — 2011
RRC®, Registered Retirement Consultant

Algonquin College of Applied Arts and Technology   2000 — 2003
Business Administration, Finance and Marketing

Laurentian University/Université Laurentienne   1999 — 2000
Civil Engineering

Saint Peter's   1992 — 1999
Diploma

Isaac Leung, CMA Isaac Leung, CMA Toronto, Canada Area Details
Isaac Leung, CMA's Educators Financial Group Inc. Experience August 2012 - Present
Job Financial Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America - Merrill Lynch  May 2013 - Present
Educators Financial Group Inc.   August 2012 - Present
Educators Financial Group Inc.   October 2007 - Present
Stelco  May 2005 - August 2006

Skills
Work Independently with..., Microsoft Excel, Microsoft Office, Outstanding...

Education
School of Continuing Studies, University of Toronto   2012 — 2013
Certificate in Project Management, Project Management

The Society of Management Accountants of Ontario   2011 — 2011
Advanced Charts & Dashboard With Excel 2010

The Society of Management Accountants of Ontario   2007 — 2009
CMA Designation, Certified Management Accountant (CMA)

McMaster University   2002 — 2007
Honours Bachelor of Commerce, Accounting

Aman Sharda Aman Sharda Toronto, Canada Area Details
Aman Sharda's Educators Financial Group Inc. Experience July 2014 - November 2014
Job Currently enrolled in Accounting and Payroll Practitioner diploma program at Trios College, Oshawa, Ontario
Industry Financial Services
Experience
Educators Financial Group Inc.   July 2014 - November 2014
Double Vision Mirror & Glass   July 2014 - July 2014
RBC Investor & Treasury Services  March 2005 - February 2013
RBC  August 1993 - February 2005

Skills
Positive Can-do Attitude, Detail Oriented, Account Reconciliation, Finance, Investment Banking, Customer Service, Highly Dedicated, Team-oriented, Committed to..., Highly Organized &..., Quick to Learn New..., Interpersonal..., Written & Oral..., Flexible to Change, Outstanding time..., Numerical Ability, Time Management, Accounting, Relationship Management, Business Analysis, Mutual Funds, Financial Services, Risk Management, Insurance, Investments, Portfolio Management, Teamwork, Securities, Banking

Education
Durham College
Accounting and Finance

IFSE Institute of Canada
Canadian Investment Funds Course

Reading College of Arts and Technology
Commerce and Business

Trust Canadian Institute
TCI Phase 1 Certification: In-house course - Royal Bank of Canada

Marie C. Blanchet Marie C. Blanchet Toronto, Canada Area Details
Marie C. Blanchet's Educators Financial Group Inc. Experience January 2001 - October 2010
Job Senior Consultant Private Wealth 1859/National Bank Financial
Industry Financial Services
Experience
National Bank Financial - Private Wealth 1859   May 2011 - Present
BMO Nesbitt Burns  2010 - June 2011
Educators Financial Group Inc.   January 2001 - October 2010

Skills
Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Investments, Estate Planning, Mutual Funds, Retirement, Portfolio Management, Asset Managment, Securities, Investment Strategies, Wealth, Asset Allocation, Risk Management, High Net Worth..., Financial Planners, Finance, Financial Services, Wealth Management..., Financial Planning

Education
University of Ottawa   1986 — 1990
Honours Bachelor of Commerce, Accounting

University of Ottawa / Université d'Ottawa   1986 — 1990
Honours Bacjelor of Commerce, Accounting

Judith Molina Judith Molina San Antonio, Texas Details
Judith Molina's Educators Financial Group Inc. Experience August 2004 - October 2009
Job Creative Media Director at Self Employed Network Marketer
Industry Public Relations and Communications
Experience
Educators Financial Group Inc.   August 2004 - October 2009
Educators Broker Services   June 2003 - August 2004
CPI Corp.  September 1993 - April 2004

Skills
Advertising, Marketing Strategy, Marketing, Entrepreneurship, Public Relations, Strategic Planning, Sales, Email Marketing, Social Networking, Direct Marketing, SEO, Digital Marketing, Online Marketing, Online Advertising, Social Media Marketing, New Business Development, Event Planning, Public Speaking, Account Management, Strategy, PowerPoint, Microsoft Word, Photoshop, Event Management, Graphic Design, Business Development, Sales Management, Business Strategy, Brand Development, Facebook, Editing, Market Research, Integrated Marketing, Digital Media, Creative Direction, Blogging, Photography, Teamwork, Time Management, CRM, Marketing Management, HTML, Web Design, Illustrator, Social Media, Human Resources, Retail, Customer Service, Marketing Communications, Training

Education
Del Mar College   1995 — 1998
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services