Educators Financial Group Inc.
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Educators Financial Group Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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