Envision Financial
Industry: Financial services company
DescriptionEnvision Financial, a division of First West Credit Union, is based in British Columbia, Canada. Founded in 1946, Envision Financial was established in 2001 through a merger between Lower Mainland-based ... Headquarters: Langley City, Canada Founded: 2001
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Envision Financial Employees
Employee
Years
Job
Industry
Carissa Sidhu Carissa Sidhu's Envision Financial Experience 2007 - 2009
Job Associate Consultant at Hay Group
Industry Management Consulting
Experience
Hay Group 2012 - Present
First West Credit Union 2009 - 2012
Envision Financial 2007 - 2009
Skills
Performance Management, Job Evaluation, Workforce Planning, Employee Engagement, Employee Relations, Incentive Programs, Compensation Structures, Budgets, Personnel Management, Total Rewards Strategies, Human Resources, Management, Talent Management, Variable Pay Design, HR Analytics, Performance Measurement, Compensation Strategies, Sales Compensation, Deferred Compensation, Organizational Design
Education
The University of British Columbia
Bachelor of Arts
The University of British Columbia
British Columbia Institute of Technology
Hay Group 2012 - Present
First West Credit Union 2009 - 2012
Envision Financial 2007 - 2009
Skills
Performance Management, Job Evaluation, Workforce Planning, Employee Engagement, Employee Relations, Incentive Programs, Compensation Structures, Budgets, Personnel Management, Total Rewards Strategies, Human Resources, Management, Talent Management, Variable Pay Design, HR Analytics, Performance Measurement, Compensation Strategies, Sales Compensation, Deferred Compensation, Organizational Design
Education
The University of British Columbia
Bachelor of Arts
The University of British Columbia
British Columbia Institute of Technology
Jeremy P. Whittingstall BA, MA, ABC's Envision Financial Experience November 2011 - December 2013
Job Principal | Orchestra Communications a Vancouverbased PR and reputation management agency
Industry Public Relations and Communications
Experience
Loomo Creative Co. March 2015 - Present
Orchestra Communications January 2009 - Present
BC Seniors Games / BC 55+ Games August 2014 - Present
Canadian Internet Marketing Conference February 2015 - April 2015
First West Credit Union January 2014 - July 2014
Envision Financial November 2011 - December 2013
ATB Investor Services August 2010 - April 2011
Campaign to Elect Chris Harper, Alderman - Calgary Ward 1 December 2009 - October 2010
Various Independent Film & Production Companies 2005 - 2008
NOW TV / OMNI TELEVISION December 2003 - September 2005
Skills
Crisis Communications, Strategic Communications, Internal Communications, Public Relations, Blogging, Social Media Marketing, Event Management, Media Relations, Content Development, Leadership, Advertising, Editing, Nonprofits, Strategy, Corporate Communications, Online Communications, Video Production, Public Speaking, Issue Management, Strategic Planning, Social Media, Communications Planning, Writing, Marketing Communications
Education
Royal Roads University 2011 — 2013
Master of Arts (MA), Professional Communication
Royal Roads University 2008 — 2010
Bachelor of Arts (BA), Professional Communication
British Columbia Institute of Technology 2002 — 2004
Diploma, Technology; Broadcast Television & Media Communications
International Association of Business Communicators (IABC) 2012 — 2012
ABC (Accredited Business Communicator), Communication Strategy
Loomo Creative Co. March 2015 - Present
Orchestra Communications January 2009 - Present
BC Seniors Games / BC 55+ Games August 2014 - Present
Canadian Internet Marketing Conference February 2015 - April 2015
First West Credit Union January 2014 - July 2014
Envision Financial November 2011 - December 2013
ATB Investor Services August 2010 - April 2011
Campaign to Elect Chris Harper, Alderman - Calgary Ward 1 December 2009 - October 2010
Various Independent Film & Production Companies 2005 - 2008
NOW TV / OMNI TELEVISION December 2003 - September 2005
Skills
Crisis Communications, Strategic Communications, Internal Communications, Public Relations, Blogging, Social Media Marketing, Event Management, Media Relations, Content Development, Leadership, Advertising, Editing, Nonprofits, Strategy, Corporate Communications, Online Communications, Video Production, Public Speaking, Issue Management, Strategic Planning, Social Media, Communications Planning, Writing, Marketing Communications
Education
Royal Roads University 2011 — 2013
Master of Arts (MA), Professional Communication
Royal Roads University 2008 — 2010
Bachelor of Arts (BA), Professional Communication
British Columbia Institute of Technology 2002 — 2004
Diploma, Technology; Broadcast Television & Media Communications
International Association of Business Communicators (IABC) 2012 — 2012
ABC (Accredited Business Communicator), Communication Strategy
Paul Leppky Paul Leppky's Envision Financial Experience February 2008 - February 2012
Job Manager, Product and Segment Management at First West Credit Union
Industry Financial Services
Experience
First West Credit Union February 2012 - Present
Clearbrook Waterworks District October 2014 - Present
Envision Financial February 2008 - February 2012
Envision Financial June 2006 - January 2008
Envision Financial January 2004 - June 2006
Envision Financial January 2002 - January 2004
Envision Financial January 2001 - January 2002
Skills
Banking, Credit, Mortgage Lending, Loans, Financial Services, Insurance, Retail Banking, Risk Management, Underwriting, Consumer Lending, Credit Risk, Wealth Management, Business Analysis, Management, Portfolio Management
Education
Lean Sensei 2012 — 2012
Lean Greenbelt
The University of British Columbia 2008 — 2009
Certificate, Management Development Program
University of the Fraser Valley 2004 — 2008
BBA, Business
British Columbia Institute of Technology
Computer Science
First West Credit Union February 2012 - Present
Clearbrook Waterworks District October 2014 - Present
Envision Financial February 2008 - February 2012
Envision Financial June 2006 - January 2008
Envision Financial January 2004 - June 2006
Envision Financial January 2002 - January 2004
Envision Financial January 2001 - January 2002
Skills
Banking, Credit, Mortgage Lending, Loans, Financial Services, Insurance, Retail Banking, Risk Management, Underwriting, Consumer Lending, Credit Risk, Wealth Management, Business Analysis, Management, Portfolio Management
Education
Lean Sensei 2012 — 2012
Lean Greenbelt
The University of British Columbia 2008 — 2009
Certificate, Management Development Program
University of the Fraser Valley 2004 — 2008
BBA, Business
British Columbia Institute of Technology
Computer Science
Caillin Katnich Caillin Katnich's Envision Financial Experience August 2010 - August 2013
Job Kirk and Co.
Industry Public Relations and Communications
Experience
Kirk and Co. September 2013 - Present
Envision Financial August 2010 - August 2013
Rawlco Radio October 2009 - July 2010
CTV Saskatchewan December 2007 - May 2009
Education
British Columbia Institute of Technology / BCIT 2005 — 2007
Diploma, Broadcast Journalism
Kwantlen University College 2001 — 2005
Bachelor of Arts (B.A.), Journalism
Kirk and Co. September 2013 - Present
Envision Financial August 2010 - August 2013
Rawlco Radio October 2009 - July 2010
CTV Saskatchewan December 2007 - May 2009
Education
British Columbia Institute of Technology / BCIT 2005 — 2007
Diploma, Broadcast Journalism
Kwantlen University College 2001 — 2005
Bachelor of Arts (B.A.), Journalism
Anita Kauser's Envision Financial Experience March 2013 - Present
Job Senior Credit Services Officer at Envision Financial
Industry Banking
Experience
Envision Financial March 2013 - Present
Envision Financial September 2010 - March 2013
Envision Financial July 2009 - September 2010
Vancity October 2005 - July 2010
Vancity December 2003 - October 2005
Bayshore Home Health September 2000 - December 2001
Procura January 1998 - December 1999
Skills
Retirement Planning, Wealth Management, Mortgage Lending, Investments, Loans, Leadership, Business Development, Credit, Mutual Funds, Financial Services, Banking, Consumer Lending, Marketing, Insurance, Retail Banking, Residential Mortgages, Risk Management, Portfolio Management, Credit Analysis, Strategic Financial..., Credit Risk, Financial Risk, Sales, Commercial Mortgages, Relationship Management, Commercial Banking, Refinance, Lines Of Credit, Commercial Lending
Education
IFIC 2012 — 2012
Mutual Fund Licence, Canadian Investment Funds Course
Camosun College 1993 — 1996
Marketing, Business Administration and Information Systems Diploma, Business Administration and Management, General
University of Victoria 1990 — 1992
Pure Math and Computer Science
Bishop Strachan School 1986 — 1990
High School Diploma, Mathematics
Envision Financial March 2013 - Present
Envision Financial September 2010 - March 2013
Envision Financial July 2009 - September 2010
Vancity October 2005 - July 2010
Vancity December 2003 - October 2005
Bayshore Home Health September 2000 - December 2001
Procura January 1998 - December 1999
Skills
Retirement Planning, Wealth Management, Mortgage Lending, Investments, Loans, Leadership, Business Development, Credit, Mutual Funds, Financial Services, Banking, Consumer Lending, Marketing, Insurance, Retail Banking, Residential Mortgages, Risk Management, Portfolio Management, Credit Analysis, Strategic Financial..., Credit Risk, Financial Risk, Sales, Commercial Mortgages, Relationship Management, Commercial Banking, Refinance, Lines Of Credit, Commercial Lending
Education
IFIC 2012 — 2012
Mutual Fund Licence, Canadian Investment Funds Course
Camosun College 1993 — 1996
Marketing, Business Administration and Information Systems Diploma, Business Administration and Management, General
University of Victoria 1990 — 1992
Pure Math and Computer Science
Bishop Strachan School 1986 — 1990
High School Diploma, Mathematics
Kelly Khakh, MBA Kelly Khakh, MBA's Envision Financial Experience Branch ManagerEnvision FinancialOctober 2005 - December 2014
Job Assistant Vice President, Retail Banking and Insurance at Envision Financial
Industry Financial Services
Experience
Envision Financial Branch ManagerEnvision FinancialOctober 2005 - December 2014
Envision Financial October 2002 - September 2005
Envision Financial February 1998 - October 2002
North Shore Credit Union 1997 - 1998
North Shore Credit Union 1995 - 1997
Skills
Loans, Leadership, Insurance, Mortgage Lending, Retail Banking, Credit, Financial Services, Commercial Banking, Refinance, Mutual Funds, Residential Mortgages, Risk Management, Banking, Credit Analysis, Investment Properties, Wealth Management, Sales Management, Budgets, Commercial Mortgages, Sales, Management, Strategic Planning, Investments, Commercial Lending, Credit Risk, First Time Home Buyers, Strategic Financial..., Training, Customer Service, Consumer Lending, Business Planning, Performance Management, Small Business, Portfolio Management, Team Building, Underwriting, Coaching, Relationship Management, Financial Analysis, Mortgage Underwriting, Retirement Planning, Lines Of Credit, Cash Management, Small Business Lending, Financial Risk, Finance, Real Estate Financing, Financial Planning
Education
University Canada West 2010 — 2013
Masters in Business Administration (MBA)
Douglas College 1991 — 1993
Certificate, Criminal Justice
Windermere Secondary 1986 — 1991
Diploma
Minerva
Envision Financial Branch ManagerEnvision FinancialOctober 2005 - December 2014
Envision Financial October 2002 - September 2005
Envision Financial February 1998 - October 2002
North Shore Credit Union 1997 - 1998
North Shore Credit Union 1995 - 1997
Skills
Loans, Leadership, Insurance, Mortgage Lending, Retail Banking, Credit, Financial Services, Commercial Banking, Refinance, Mutual Funds, Residential Mortgages, Risk Management, Banking, Credit Analysis, Investment Properties, Wealth Management, Sales Management, Budgets, Commercial Mortgages, Sales, Management, Strategic Planning, Investments, Commercial Lending, Credit Risk, First Time Home Buyers, Strategic Financial..., Training, Customer Service, Consumer Lending, Business Planning, Performance Management, Small Business, Portfolio Management, Team Building, Underwriting, Coaching, Relationship Management, Financial Analysis, Mortgage Underwriting, Retirement Planning, Lines Of Credit, Cash Management, Small Business Lending, Financial Risk, Finance, Real Estate Financing, Financial Planning
Education
University Canada West 2010 — 2013
Masters in Business Administration (MBA)
Douglas College 1991 — 1993
Certificate, Criminal Justice
Windermere Secondary 1986 — 1991
Diploma
Minerva
Ian Vowles CFP® Ian Vowles CFP®'s Envision Financial Experience 1994 - 2006
Job Mortgage Planning Professional at DLC Canadian Mortgage Experts
Industry Financial Services
Experience
DLC Canadian Mortgage Experts September 2011 - Present
DLC Canadian Mortgage Experts September 2011 - Present
First Canadian Title November 2006 - August 2010
Envision Financial 1994 - 2006
Skills
Financial Planning, Loans, Refinance, Residential Mortgages, Credit, First Time Home Buyers, Purchase, Financial Education, Financial Education for..., Strategic Financial..., Investment Properties, Commercial Mortgages, Financial Services, Mortgage Lending, Relationship Management, Finance, Banking, Employee Management, Employee Engagement, Certified Mortgage..., Mortgage Banking, Debt Consolidation, Mortgage Marketing, Mortgage Underwriting, Home Equity Lines of..., Reverse Mortgages
Education
Financial Planners Standards Council 2000 — 2012
Certified Financial Planner, Financial Planning
Canadian Securities Course 2011 — 2011
Honours
BCIT 1997 — 1999
Associate Certificate, Financial Management - Financial Planning, Honours
Simon Fraser University 1987 — 1992
Bachelor of Arts, Political Science
DLC Canadian Mortgage Experts September 2011 - Present
DLC Canadian Mortgage Experts September 2011 - Present
First Canadian Title November 2006 - August 2010
Envision Financial 1994 - 2006
Skills
Financial Planning, Loans, Refinance, Residential Mortgages, Credit, First Time Home Buyers, Purchase, Financial Education, Financial Education for..., Strategic Financial..., Investment Properties, Commercial Mortgages, Financial Services, Mortgage Lending, Relationship Management, Finance, Banking, Employee Management, Employee Engagement, Certified Mortgage..., Mortgage Banking, Debt Consolidation, Mortgage Marketing, Mortgage Underwriting, Home Equity Lines of..., Reverse Mortgages
Education
Financial Planners Standards Council 2000 — 2012
Certified Financial Planner, Financial Planning
Canadian Securities Course 2011 — 2011
Honours
BCIT 1997 — 1999
Associate Certificate, Financial Management - Financial Planning, Honours
Simon Fraser University 1987 — 1992
Bachelor of Arts, Political Science
Connie Sommer Connie Sommer's Envision Financial Experience 2006 - 2008
Job Senior Advisor, Learning ~ Providing training solutions that positively impact business performance
Industry Financial Services
Experience
First West Credit Union April 2014 - Present
First West Credit Union 2008 - April 2014
Envision Financial 2006 - 2008
Envision Financial 2004 - 2006
Custom House Currency Exchange 1998 - 2004
Murray Goldman & Sons 1993 - 1998
CIBC 1990 - 1993
Skills
Training, Instructional Design, Coaching, Blended Learning, Training Delivery, Team Leadership, Project Management, Organizational Learning, E-Learning, Customer Service, Employee Training, Onboarding, Banking, Financial Services, PowerPoint, Social Networking, Storyboarding, E-learning Development, E-learning..., E-Learning Consulting, Retail, Training Facilitation, Articulate Storyline, Lean Initiatives, Curriculum Development, Curriculum Design, Wealthview Banking..., Graphic Design, Problem Solving, Teamwork, Technical Writing, Learning Organizations, Visual Representation, Presentation Design, Bikram Yoga, Training Programs, Training Manuals, Learning Environment, Lean Fundamentals, Lean Applications, Assessment Development, Virtual Training, Training Needs Analysis, Training Programme..., Needs Analysis, System Deployment, Cross-functional Team..., Technical Training, Social Learning, Change Management
Education
University of Waterloo 2012 — 2012
Project Management
Vancouver Community College 2005 — 2010
Diploma, Provincial Instructor's Diploma
Langara College 1990 — 1993
Diploma, Graphic Art & Design
First West Credit Union April 2014 - Present
First West Credit Union 2008 - April 2014
Envision Financial 2006 - 2008
Envision Financial 2004 - 2006
Custom House Currency Exchange 1998 - 2004
Murray Goldman & Sons 1993 - 1998
CIBC 1990 - 1993
Skills
Training, Instructional Design, Coaching, Blended Learning, Training Delivery, Team Leadership, Project Management, Organizational Learning, E-Learning, Customer Service, Employee Training, Onboarding, Banking, Financial Services, PowerPoint, Social Networking, Storyboarding, E-learning Development, E-learning..., E-Learning Consulting, Retail, Training Facilitation, Articulate Storyline, Lean Initiatives, Curriculum Development, Curriculum Design, Wealthview Banking..., Graphic Design, Problem Solving, Teamwork, Technical Writing, Learning Organizations, Visual Representation, Presentation Design, Bikram Yoga, Training Programs, Training Manuals, Learning Environment, Lean Fundamentals, Lean Applications, Assessment Development, Virtual Training, Training Needs Analysis, Training Programme..., Needs Analysis, System Deployment, Cross-functional Team..., Technical Training, Social Learning, Change Management
Education
University of Waterloo 2012 — 2012
Project Management
Vancouver Community College 2005 — 2010
Diploma, Provincial Instructor's Diploma
Langara College 1990 — 1993
Diploma, Graphic Art & Design
Mark Gawehns Mark Gawehns's Envision Financial Experience May 2011 - June 2013
Job Manager Member Contact Centre at First West Credit Union
Industry Financial Services
Experience
First West Credit Union February 2015 - Present
First West Credit Union July 2013 - January 2015
Envision Financial May 2011 - June 2013
HSBC November 2010 - April 2011
HSBC 2007 - November 2010
HSBC 2002 - 2007
Skills
Mortgage Lending, Sales, Insurance, Management, Coaching, Credit, Banking, Customer Retention, Residential Mortgages, Retail Banking, Refinance, Credit Analysis, Investments, Credit Risk, Strategic Financial..., Portfolio Management, Commercial Mortgages, Loans, Real Estate Financing, Selling, Leadership, Debt Consolidation, Investment Properties, Certified Mortgage..., Risk Management, Relationship Management, Home Equity Lines of...
Education
Simon Fraser University 1988 — 1993
B.Sc.
First West Credit Union February 2015 - Present
First West Credit Union July 2013 - January 2015
Envision Financial May 2011 - June 2013
HSBC November 2010 - April 2011
HSBC 2007 - November 2010
HSBC 2002 - 2007
Skills
Mortgage Lending, Sales, Insurance, Management, Coaching, Credit, Banking, Customer Retention, Residential Mortgages, Retail Banking, Refinance, Credit Analysis, Investments, Credit Risk, Strategic Financial..., Portfolio Management, Commercial Mortgages, Loans, Real Estate Financing, Selling, Leadership, Debt Consolidation, Investment Properties, Certified Mortgage..., Risk Management, Relationship Management, Home Equity Lines of...
Education
Simon Fraser University 1988 — 1993
B.Sc.
Natasha Royer Natasha Royer's Envision Financial Experience May 2011 - May 2013
Job Senior Mortgage Underwriter
Industry Financial Services
Experience
Paradigm Quest May 2013 - Present
Envision Financial May 2011 - May 2013
Envision Financial 2005 - 2010
CitiFinancial 1994 - 2005
Skills
Refinance, Loans, Mortgage Lending, Commercial Mortgages, Residential Mortgages, Mortgage Underwriting, Relationship Management, Personal Financial..., Credit, Insurance, Mortgage Marketing, Consumer Lending, Leadership, Retail Banking, Credit Analysis, Commercial Lending, Debt Consolidation, Home Equity Lines of..., Investments, Credit Risk, Mortgage Banking, Banking
Education
The Canadian Institute of Financial Planning 2008 — 2010
CFP Core Curriculum, Retirement Planning Strategic Investment Planning Risk Management & Estate Planning Income Tax
The University of British Columbia / UBC 2005 — 2005
Real Estate Trading Services Licensing Exam
Paradigm Quest May 2013 - Present
Envision Financial May 2011 - May 2013
Envision Financial 2005 - 2010
CitiFinancial 1994 - 2005
Skills
Refinance, Loans, Mortgage Lending, Commercial Mortgages, Residential Mortgages, Mortgage Underwriting, Relationship Management, Personal Financial..., Credit, Insurance, Mortgage Marketing, Consumer Lending, Leadership, Retail Banking, Credit Analysis, Commercial Lending, Debt Consolidation, Home Equity Lines of..., Investments, Credit Risk, Mortgage Banking, Banking
Education
The Canadian Institute of Financial Planning 2008 — 2010
CFP Core Curriculum, Retirement Planning Strategic Investment Planning Risk Management & Estate Planning Income Tax
The University of British Columbia / UBC 2005 — 2005
Real Estate Trading Services Licensing Exam
Lesley Dhaliwal Lesley Dhaliwal's Envision Financial Experience November 2010 - November 2012
Job Market Research Analyst at BCAA
Industry Financial Services
Experience
BCAA November 2012 - Present
Envision Financial November 2010 - November 2012
Ference Weicker & Co April 2009 - May 2010
Skills
Data Analysis, Survey Design, Analytics, Project Management, Quantitative Research, Public Speaking, SPSS, Statistics, Team Leadership, Marketing Strategy, Marketing, Research, Analysis, Marketing Research
Education
The University of British Columbia / UBC 2008 — 2015
Master of Arts (M.A.), Measurement, Evaluation and Research Methodology
The University of British Columbia / UBC 2003 — 2008
Bachelor of Arts (B.A.), Psychology
BCAA November 2012 - Present
Envision Financial November 2010 - November 2012
Ference Weicker & Co April 2009 - May 2010
Skills
Data Analysis, Survey Design, Analytics, Project Management, Quantitative Research, Public Speaking, SPSS, Statistics, Team Leadership, Marketing Strategy, Marketing, Research, Analysis, Marketing Research
Education
The University of British Columbia / UBC 2008 — 2015
Master of Arts (M.A.), Measurement, Evaluation and Research Methodology
The University of British Columbia / UBC 2003 — 2008
Bachelor of Arts (B.A.), Psychology
Stephanie Camps Stephanie Camps's Envision Financial Experience February 2006 - August 2008
Job Mortgage Professional passionate about helping clients achieve their dreams. Let's connect!
Industry Financial Services
Experience
CIBC November 2013 - Present
Gibbard Group Financial October 2009 - October 2013
Scotiabank September 2008 - September 2009
Envision Financial February 2006 - August 2008
Skills
Credit Analysis, Mortgage Lending, Retail Banking, Portfolio Management, Credit Management, Residential Mortgages, Mortgage Underwriting, Investment Banking, Real Estate, First Time Home Buyers, Referrals, Banking
Education
The University of British Columbia 2009 — 2009
Sub Mortgage Broker License
Kwantlen University College 2002 — 2008
Bachelor of Business Administration (BBA), Entrepreneurial Leadership
Kwantlen University College 2002 — 2005
Bachelor of Business Administration (BBA), Marketing Management Diploma
CIBC November 2013 - Present
Gibbard Group Financial October 2009 - October 2013
Scotiabank September 2008 - September 2009
Envision Financial February 2006 - August 2008
Skills
Credit Analysis, Mortgage Lending, Retail Banking, Portfolio Management, Credit Management, Residential Mortgages, Mortgage Underwriting, Investment Banking, Real Estate, First Time Home Buyers, Referrals, Banking
Education
The University of British Columbia 2009 — 2009
Sub Mortgage Broker License
Kwantlen University College 2002 — 2008
Bachelor of Business Administration (BBA), Entrepreneurial Leadership
Kwantlen University College 2002 — 2005
Bachelor of Business Administration (BBA), Marketing Management Diploma
Emily-Jane Thompson Emily-Jane Thompson's Envision Financial Experience August 2009 - October 2010
Job Corporate Accountant at First West Credit Union
Industry Accounting
Experience
First West Credit Union April 2014 - Present
Mark James Group September 2013 - April 2014
Ritchie Bros. Auctioneers October 2010 - November 2013
Envision Financial August 2009 - October 2010
Skills
Budgets, Leadership, Team Leadership, Time Management, Teamwork, Team Building, Training, Inventory Management, Microsoft Office, Market Research, Negotiation, Strategic Planning, Sales, Customer Service
Education
CGA-BC 2012 — 2015
PACE Level Student
Simon Fraser University 2005 — 2010
Bachelor of Business Administration, Finance and Marketing
Hugh McRoberts Secondary 2000 — 2005
Early French Immersion Program
First West Credit Union April 2014 - Present
Mark James Group September 2013 - April 2014
Ritchie Bros. Auctioneers October 2010 - November 2013
Envision Financial August 2009 - October 2010
Skills
Budgets, Leadership, Team Leadership, Time Management, Teamwork, Team Building, Training, Inventory Management, Microsoft Office, Market Research, Negotiation, Strategic Planning, Sales, Customer Service
Education
CGA-BC 2012 — 2015
PACE Level Student
Simon Fraser University 2005 — 2010
Bachelor of Business Administration, Finance and Marketing
Hugh McRoberts Secondary 2000 — 2005
Early French Immersion Program
Sarah Cruickshank Sarah Cruickshank's Envision Financial Experience March 2012 - April 2012
Job Account Manager
Industry Public Relations and Communications
Experience
Laura Murray Public Relations October 2013 - Present
University Canada West January 2013 - October 2013
Ann Gibbon Communications October 2012 - September 2013
Vancity Community Foundation June 2012 - November 2012
Transcontinental Media May 2012 - June 2012
Envision Financial March 2012 - April 2012
STARBUCKS COFFEE CANADA July 2010 - December 2011
Presentation House Theatre June 2011 - September 2011
The Cultch January 2011 - May 2011
Fruits & Passion June 2008 - May 2010
Skills
Public Relations, Marketing Communications, Social Media, Event Management, Social Networking, Media Relations, Copywriting, Editing, Blogging, Public Speaking, Adobe Creative Suite, Microsoft Office, Customer Service, Strategic Communications, Event Planning
Education
Kwantlen University College 2010 — 2012
Diploma, Public Relations
Ryerson University 2004 — 2008
Bachelor of Fine Arts, Dance Performance
Laura Murray Public Relations October 2013 - Present
University Canada West January 2013 - October 2013
Ann Gibbon Communications October 2012 - September 2013
Vancity Community Foundation June 2012 - November 2012
Transcontinental Media May 2012 - June 2012
Envision Financial March 2012 - April 2012
STARBUCKS COFFEE CANADA July 2010 - December 2011
Presentation House Theatre June 2011 - September 2011
The Cultch January 2011 - May 2011
Fruits & Passion June 2008 - May 2010
Skills
Public Relations, Marketing Communications, Social Media, Event Management, Social Networking, Media Relations, Copywriting, Editing, Blogging, Public Speaking, Adobe Creative Suite, Microsoft Office, Customer Service, Strategic Communications, Event Planning
Education
Kwantlen University College 2010 — 2012
Diploma, Public Relations
Ryerson University 2004 — 2008
Bachelor of Fine Arts, Dance Performance
Matt Redshaw Matt Redshaw's Envision Financial Experience May 2002 - August 2002
Job Group Retirement Solutions | Investment Counselling | Wealth Management
Industry Financial Services
Experience
Tycuda Group at MacDougall Investment Counsel Inc. January 2015 - Present
Raymond James Ltd. October 2012 - January 2015
Canaccord Wealth Management 2011 - 2012
Hewlett-Packard October 2004 - October 2009
BC Hydro May 2003 - August 2003
Mitel September 2002 - December 2002
Envision Financial May 2002 - August 2002
Skills
Group Retirement..., Defined Contribution..., Wealth Management, Investment Management, Portfolio Management, Financial Planning, Leadership, Investments, Leadership Development, Marketing, Insurance, Entrepreneurship, Finance, Marketing Strategy
Education
Trinity Western University 2001 — 2004
BBA (Hons), Marketing
Laurentian Leadership Centre (TWU) 2002 — 2002
Simon Fraser University 2000 — 2001
Business
Tycuda Group at MacDougall Investment Counsel Inc. January 2015 - Present
Raymond James Ltd. October 2012 - January 2015
Canaccord Wealth Management 2011 - 2012
Hewlett-Packard October 2004 - October 2009
BC Hydro May 2003 - August 2003
Mitel September 2002 - December 2002
Envision Financial May 2002 - August 2002
Skills
Group Retirement..., Defined Contribution..., Wealth Management, Investment Management, Portfolio Management, Financial Planning, Leadership, Investments, Leadership Development, Marketing, Insurance, Entrepreneurship, Finance, Marketing Strategy
Education
Trinity Western University 2001 — 2004
BBA (Hons), Marketing
Laurentian Leadership Centre (TWU) 2002 — 2002
Simon Fraser University 2000 — 2001
Business
Jack Gu Jack Gu's Envision Financial Experience May 2007 - April 2008
Job Comprehensive Financial Planner
Industry Financial Services
Experience
Investors Group Financial Services May 2008 - May 2011
Envision Financial May 2007 - April 2008
Education
Simon Fraser University 2002 — 2007
BA, Economics
CFA Institute
Regular Member
Investors Group Financial Services May 2008 - May 2011
Envision Financial May 2007 - April 2008
Education
Simon Fraser University 2002 — 2007
BA, Economics
CFA Institute
Regular Member
Donna Klaver's Envision Financial Experience April 2010 - November 2011
Job Project Manager, Integration @ First West Credit Union
Industry Financial Services
Experience
First West Credit Union December 2011 - Present
Envision Financial April 2010 - November 2011
Selient October 2005 - December 2006
Skills
Process Improvement, Sales, Business Process..., Change Management, Banking, Credit, Mortgage Lending, Financial Services, Team Leadership, Project Management, Business Analysis, Strategic Planning, Coaching, Customer Service, Vendor Management, Retail Banking, Project Planning
Education
Douglas College 1983 — 1984
Business/Commerce, General
First West Credit Union December 2011 - Present
Envision Financial April 2010 - November 2011
Selient October 2005 - December 2006
Skills
Process Improvement, Sales, Business Process..., Change Management, Banking, Credit, Mortgage Lending, Financial Services, Team Leadership, Project Management, Business Analysis, Strategic Planning, Coaching, Customer Service, Vendor Management, Retail Banking, Project Planning
Education
Douglas College 1983 — 1984
Business/Commerce, General
Seline Kutan's Envision Financial Experience September 1999 - August 2006
Job Executive Director at First West Foundation
Industry Philanthropy
Experience
First West Foundation September 2006 - Present
BC Military Family Resources Society October 2012 - February 2013
Womens Resource Society of the Fraser Valley 2010 - 2010
Envision Financial September 1999 - August 2006
Skills
Strategic Communications, Event Management, Marketing Communications, Volunteer Management, Internal Communications, Team Building, Media Relations, Strategic Planning, Training, Nonprofits, Event Planning, Corporate Communications, Fundraising, Community Development, Public Relations, Leadership, Leadership Development, Coaching, Public Speaking, Organizational...
Education
Simon Fraser University 1991 — 1995
Bachelor of Arts, English
British Columbia Institute of Technology / BCIT 2007 — 2010
Associate Certificate, Nonprofit Management
British Columbia Institute of Technology / BCIT 2000 — 2002
Associate Certificate, Marketing Management
First West Foundation September 2006 - Present
BC Military Family Resources Society October 2012 - February 2013
Womens Resource Society of the Fraser Valley 2010 - 2010
Envision Financial September 1999 - August 2006
Skills
Strategic Communications, Event Management, Marketing Communications, Volunteer Management, Internal Communications, Team Building, Media Relations, Strategic Planning, Training, Nonprofits, Event Planning, Corporate Communications, Fundraising, Community Development, Public Relations, Leadership, Leadership Development, Coaching, Public Speaking, Organizational...
Education
Simon Fraser University 1991 — 1995
Bachelor of Arts, English
British Columbia Institute of Technology / BCIT 2007 — 2010
Associate Certificate, Nonprofit Management
British Columbia Institute of Technology / BCIT 2000 — 2002
Associate Certificate, Marketing Management
Carol Hama, CHRP Carol Hama, CHRP's Envision Financial Experience September 1995 - January 2004
Job HR Manager at Capcom Game Studio Vancouver
Industry Human Resources
Experience
Capcom Game Studio Vancouver December 2014 - Present
Career and HR Consulting Services August 2007 - Present
Convoy Supply Ltd. January 2013 - April 2014
City of Richmond August 2007 - January 2013
CruiseShip Centers International March 2007 - August 2007
Tiltproof June 2006 - October 2006
BC HRMA November 2004 - April 2006
Envision Financial September 1995 - January 2004
SoapBerry Shop March 1994 - September 1995
Household Finance July 1991 - March 1994
Skills
Organizational..., Employee Engagement, Leadership Development, Performance Management, Talent Management, Policy, Labor Relations, Employee Training, Employee Relations, Strategy, Succession Planning, Coaching, Workshop Facilitation, Training, Interviews, Change Management, Recruiting, Career Development, Team Building, Personnel Management, Strategic Planning, Conflict Resolution, Organizational..., Public Speaking, Career Counseling, Staff Development, Management, Onboarding, Organizational Design, Training Delivery, Team Leadership, Executive Coaching, Management Development, Talent Acquisition, Adult Education, Instructional Design, Workforce Planning, HR Policies, Mentoring, Curriculum Design, Performance Improvement, E-Learning, HR Consulting, Employment Law, Management Consulting, Talent Development, E-learning Development, Software Design, Large Group Facilitation, Program Management
Education
Royal Roads 2011 — 2011
Masters in Arts and Leadership in progress, Leadership
University of the Fraser Valley 2000 — 2007
4th year, Adult Education
British Columbia Institute of Technology 1983 — 1985
Diploma Marketing Management, Marketing Management, International Business
Queen Elizabeth High School 1981 — 1983
Grade 12
Capcom Game Studio Vancouver December 2014 - Present
Career and HR Consulting Services August 2007 - Present
Convoy Supply Ltd. January 2013 - April 2014
City of Richmond August 2007 - January 2013
CruiseShip Centers International March 2007 - August 2007
Tiltproof June 2006 - October 2006
BC HRMA November 2004 - April 2006
Envision Financial September 1995 - January 2004
SoapBerry Shop March 1994 - September 1995
Household Finance July 1991 - March 1994
Skills
Organizational..., Employee Engagement, Leadership Development, Performance Management, Talent Management, Policy, Labor Relations, Employee Training, Employee Relations, Strategy, Succession Planning, Coaching, Workshop Facilitation, Training, Interviews, Change Management, Recruiting, Career Development, Team Building, Personnel Management, Strategic Planning, Conflict Resolution, Organizational..., Public Speaking, Career Counseling, Staff Development, Management, Onboarding, Organizational Design, Training Delivery, Team Leadership, Executive Coaching, Management Development, Talent Acquisition, Adult Education, Instructional Design, Workforce Planning, HR Policies, Mentoring, Curriculum Design, Performance Improvement, E-Learning, HR Consulting, Employment Law, Management Consulting, Talent Development, E-learning Development, Software Design, Large Group Facilitation, Program Management
Education
Royal Roads 2011 — 2011
Masters in Arts and Leadership in progress, Leadership
University of the Fraser Valley 2000 — 2007
4th year, Adult Education
British Columbia Institute of Technology 1983 — 1985
Diploma Marketing Management, Marketing Management, International Business
Queen Elizabeth High School 1981 — 1983
Grade 12
Connie Relitz (Marcus) Connie Relitz (Marcus)'s Envision Financial Experience May 1994 - March 2006
Job Operations Coordinator at Cadillac Fairview
Industry Commercial Real Estate
Experience
The Cadillac Fairview Corporation Limited December 2014 - Present
Cadillac Fairview October 2008 - November 2014
Alberta Motor Association April 2007 - May 2008
Envision Financial May 1994 - March 2006
Skills
Customer Service, Property Management, Retail Leasing, Shopping Centres, Retail Sales Analysis, Project Management /..., Process Improvement, Facilities Operations, Disposition, Shopping Centers, Facilities Management, Leases, Commercial Real Estate, Landlords, Real Estate Development, Real Estate, Lease Administration
Education
Simon Fraser University
The Cadillac Fairview Corporation Limited December 2014 - Present
Cadillac Fairview October 2008 - November 2014
Alberta Motor Association April 2007 - May 2008
Envision Financial May 1994 - March 2006
Skills
Customer Service, Property Management, Retail Leasing, Shopping Centres, Retail Sales Analysis, Project Management /..., Process Improvement, Facilities Operations, Disposition, Shopping Centers, Facilities Management, Leases, Commercial Real Estate, Landlords, Real Estate Development, Real Estate, Lease Administration
Education
Simon Fraser University
Sheryl Elsom Sheryl Elsom's Envision Financial Experience September 2007 - October 2009
Job Dominion Lending Centres & CFF Bank Retail Banking Consultant
Industry Financial Services
Experience
Dominion Lending Centres - A Better Way June 2013 - Present
RBC Royal Bank October 2009 - June 2013
Envision Financial September 2007 - October 2009
Envision Financial January 2007 - September 2007
Skills
Residential Mortgages, Debt Consolidation, Mortgage Lending, Home Equity Lines of..., Refinance, Home Equity, Banking, Construction Financing, Vacation Property..., Investment Property..., Mortgage Renewals, Credit, Retail Banking, Underwriting, Real Estate, Consumer Lending, Wealth Management, Loans, Investment Properties, Construction, First Time Home Buyers, Mortgage Marketing, Referrals, Investments, Commercial Mortgages, Residential Homes
Education
Dominion Lending Centre University
Sauder School of Business
Mortgage Brokerage Exam
Kwantlen University College
Dominion Lending Centres - A Better Way June 2013 - Present
RBC Royal Bank October 2009 - June 2013
Envision Financial September 2007 - October 2009
Envision Financial January 2007 - September 2007
Skills
Residential Mortgages, Debt Consolidation, Mortgage Lending, Home Equity Lines of..., Refinance, Home Equity, Banking, Construction Financing, Vacation Property..., Investment Property..., Mortgage Renewals, Credit, Retail Banking, Underwriting, Real Estate, Consumer Lending, Wealth Management, Loans, Investment Properties, Construction, First Time Home Buyers, Mortgage Marketing, Referrals, Investments, Commercial Mortgages, Residential Homes
Education
Dominion Lending Centre University
Sauder School of Business
Mortgage Brokerage Exam
Kwantlen University College
Ron Clifford Ron Clifford's Envision Financial Experience July 1991 - October 2008
Job Manager, Real Estate & Facilities at Insurance Corporation of British Columbia
Industry Insurance
Experience
Insurance Corporation of British Columbia October 2008 - Present
Envision Financial July 1991 - October 2008
Skills
Facilities Management, Construction Management, Project Management, Real Estate Management, Real Estate, CFM, Contract Management, Strategic Planning, Budgets, Contract Negotiation, Project Planning, Training, Property Management, Operations Management, Team Building, Leadership
Education
BCIT
Operations Management - Facilities Management
The University of British Columbia
Project Management
The University of British Columbia
Business Administration
Insurance Corporation of British Columbia October 2008 - Present
Envision Financial July 1991 - October 2008
Skills
Facilities Management, Construction Management, Project Management, Real Estate Management, Real Estate, CFM, Contract Management, Strategic Planning, Budgets, Contract Negotiation, Project Planning, Training, Property Management, Operations Management, Team Building, Leadership
Education
BCIT
Operations Management - Facilities Management
The University of British Columbia
Project Management
The University of British Columbia
Business Administration
Paul Basran Paul Basran's Envision Financial Experience December 2011 - August 2012
Job Senior Financial Planning Consultant at ScotiaMcleod
Industry Financial Services
Experience
ScotiaMcleod August 2012 - Present
Envision Financial December 2011 - August 2012
BMO Financial Group February 2011 - December 2011
MD Management May 2008 - January 2011
MD Management January 2008 - January 2011
MD Management January 1998 - January 2008
Royal Trust January 1994 - January 1998
Skills
CFA Level 3 Candidate, Retirement Planning, Financial Planning, Investments, CFP, CIM, FMA, FCSI, Wealth Management, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Financial Planners, High Net Worth..., Equities, Investment Management, Investment Strategies, Investment Advisory, Wealth, Financial Advisory, Asset Allocation, Finance, Wealth Management..., Securities, Bonds, Asset Management, Pensions
Education
The University of British Columbia 1978 — 1983
Bachelor of Commerce (BCom), Accounting and Computer Science
Institute of Canadian Bankers
The University of British Columbia
BComm, Accounting, Finance
The University of British Columbia
Level 3 Candidate
ScotiaMcleod August 2012 - Present
Envision Financial December 2011 - August 2012
BMO Financial Group February 2011 - December 2011
MD Management May 2008 - January 2011
MD Management January 2008 - January 2011
MD Management January 1998 - January 2008
Royal Trust January 1994 - January 1998
Skills
CFA Level 3 Candidate, Retirement Planning, Financial Planning, Investments, CFP, CIM, FMA, FCSI, Wealth Management, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Financial Planners, High Net Worth..., Equities, Investment Management, Investment Strategies, Investment Advisory, Wealth, Financial Advisory, Asset Allocation, Finance, Wealth Management..., Securities, Bonds, Asset Management, Pensions
Education
The University of British Columbia 1978 — 1983
Bachelor of Commerce (BCom), Accounting and Computer Science
Institute of Canadian Bankers
The University of British Columbia
BComm, Accounting, Finance
The University of British Columbia
Level 3 Candidate
Sherryl Parsons's Envision Financial Experience 2005 - 2009
Job Owner/Event Planner at Rare Affairs Meeting and Event Planning Services
Industry Events Services
Experience
Rare Affairs Meeting and Event Planning Services 2009 - Present
Rare Affairs Meeting and Event Planning Services 2002 - Present
Envision Financial 2005 - 2009
Langley Community Music School 2003 - 2005
Skills
Trade Shows, Customer Service, Sponsorship, Marketing Communications, Event Planning, Event Management, Private Events, Corporate Events, Social Media Marketing, Parties, Hospitality, Live Events, Marketing, Public Relations, Social Networking
Education
Kwantlen University College 2000 — 2005
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Rare Affairs Meeting and Event Planning Services 2009 - Present
Rare Affairs Meeting and Event Planning Services 2002 - Present
Envision Financial 2005 - 2009
Langley Community Music School 2003 - 2005
Skills
Trade Shows, Customer Service, Sponsorship, Marketing Communications, Event Planning, Event Management, Private Events, Corporate Events, Social Media Marketing, Parties, Hospitality, Live Events, Marketing, Public Relations, Social Networking
Education
Kwantlen University College 2000 — 2005
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Fabio Carli Fabio Carli's Envision Financial Experience 2008 - 2009
Job Network Development Manager at BroadbandTV Head of Brazilian Market
Industry Internet
Experience
BroadbandTV June 2014 - Present
BroadbandTV January 2013 - May 2014
Bodwell Academy 2010 - 2012
Kaplan 2010 - 2010
Envision Financial 2008 - 2009
Monsanto 2004 - 2007
Monsanto 2004 - 2005
Business Junior May 2001 - January 2004
Skills
Marketing, Strategic Planning, Marketing Strategy, Business Strategy, Business Planning, Sales, Product Management, Negotiation, Analysis, Market Research, Leadership, Account Management, Team Leadership, Competitive Analysis, Social Media, Risk Management, CRM, Start-ups, B2B, Management Consulting, Customer Service, Data Analysis, Pricing, Marketing Communications, Business Development, Social Media Marketing, Marketing Management, Market Analysis, Finance, Strategy, Financial Analysis
Education
Vancouver Island University 2008 — 2009
Master, MBA Master of Business Administration
University of Hertfordshire 2007 — 2009
MScIB, Master of International Business
Universidade Estadual de Londrina 2001 — 2005
Graduate, Business Administration
Nettleton High
BroadbandTV June 2014 - Present
BroadbandTV January 2013 - May 2014
Bodwell Academy 2010 - 2012
Kaplan 2010 - 2010
Envision Financial 2008 - 2009
Monsanto 2004 - 2007
Monsanto 2004 - 2005
Business Junior May 2001 - January 2004
Skills
Marketing, Strategic Planning, Marketing Strategy, Business Strategy, Business Planning, Sales, Product Management, Negotiation, Analysis, Market Research, Leadership, Account Management, Team Leadership, Competitive Analysis, Social Media, Risk Management, CRM, Start-ups, B2B, Management Consulting, Customer Service, Data Analysis, Pricing, Marketing Communications, Business Development, Social Media Marketing, Marketing Management, Market Analysis, Finance, Strategy, Financial Analysis
Education
Vancouver Island University 2008 — 2009
Master, MBA Master of Business Administration
University of Hertfordshire 2007 — 2009
MScIB, Master of International Business
Universidade Estadual de Londrina 2001 — 2005
Graduate, Business Administration
Nettleton High
Carla Jespersen Carla Jespersen's Envision Financial Experience December 1997 - February 2011
Job Regional Manager, Title Solutions at Chicago Title Insurance Company Canada
Industry
Experience
Canadian First Financial Group March 2014 - March 2015
Strategic Wear & Promotions July 2013 - March 2014
Street Capital January 2013 - July 2013
Canadiana Financial January 2012 - December 2012
Envision Financial December 1997 - February 2011
Skills
New Business Development, Team Building, Sales Management, Management, Strategic Planning, Marketing, Sales, Leadership, B2B, Mortgage Lending, Refinance, Customer Service, Training, Loans, Banking, Credit, Budgets, Business Development, Forecasting, Insurance, Residential Mortgages, Commercial Mortgages, Real Estate, Mortgage Underwriting, Consumer Lending, Investments, Lines Of Credit, Real Estate Financing, Strategy, Underwriting, Credit Analysis, Risk Management, Certified Mortgage..., Construction Loans, Debt Consolidation, Commercial Lending, Reverse Mortgages, Credit Risk, Mortgage Marketing, Relationship Management
Education
University of Phoenix 2009 — 2011
Bachelor of Science, Business Management
Canadian First Financial Group March 2014 - March 2015
Strategic Wear & Promotions July 2013 - March 2014
Street Capital January 2013 - July 2013
Canadiana Financial January 2012 - December 2012
Envision Financial December 1997 - February 2011
Skills
New Business Development, Team Building, Sales Management, Management, Strategic Planning, Marketing, Sales, Leadership, B2B, Mortgage Lending, Refinance, Customer Service, Training, Loans, Banking, Credit, Budgets, Business Development, Forecasting, Insurance, Residential Mortgages, Commercial Mortgages, Real Estate, Mortgage Underwriting, Consumer Lending, Investments, Lines Of Credit, Real Estate Financing, Strategy, Underwriting, Credit Analysis, Risk Management, Certified Mortgage..., Construction Loans, Debt Consolidation, Commercial Lending, Reverse Mortgages, Credit Risk, Mortgage Marketing, Relationship Management
Education
University of Phoenix 2009 — 2011
Bachelor of Science, Business Management
Caroline Wedge MBA C.E.C's Envision Financial Experience 2008 - 2013
Job AVP at First West Credit Union
Industry Financial Services
Experience
First West Credit Union October 2013 - Present
Envision Financial 2008 - 2013
Vancity Credit Union August 2004 - May 2008
Vancity 1999 - 2004
Skills
Credit Unions, Leadership, Program Management, Coaching, Retail Banking, Human Resources, Credit, Mortgage Lending, Commercial Mortgages, Strategic Planning, Change Management, Investments, Banking, Loans, Financial Services, Team Building, Business Strategy, Underwriting, Succession Planning, Risk Management, Executive Coaching
Education
Royal Roads University 2012 — 2012
Executive Coaching
Athabasca University 2004 — 2009
MBA
Athabasca University
MBA
First West Credit Union October 2013 - Present
Envision Financial 2008 - 2013
Vancity Credit Union August 2004 - May 2008
Vancity 1999 - 2004
Skills
Credit Unions, Leadership, Program Management, Coaching, Retail Banking, Human Resources, Credit, Mortgage Lending, Commercial Mortgages, Strategic Planning, Change Management, Investments, Banking, Loans, Financial Services, Team Building, Business Strategy, Underwriting, Succession Planning, Risk Management, Executive Coaching
Education
Royal Roads University 2012 — 2012
Executive Coaching
Athabasca University 2004 — 2009
MBA
Athabasca University
MBA
Corinne Willigar Corinne Willigar's Envision Financial Experience February 2006 - Present
Job Assistant Vice President at Envision Financial
Industry Banking
Experience
Envision Financial February 2006 - Present
CSRS January 2002 - February 2006
TD Canada Trust July 1997 - January 2002
TD Asset Management January 1997 - July 1997
Education
Stanford University Graduate School of Business 2008 — 2008
Certificate, Executive Program in Strategy and Organizations
Canadian Council of Human Resources Association 2004 — 2004
Certified Human Resources Professional, Human Resources
University of Phoenix 1998 — 2000
M.A., Organizational management
Institute of Canadian Bankers 1997 — 1997
Branch Manager of Compliance, Compliance
Institute of Canadian Bankers 1996 — 1996
Investment Funds of Canada, Mutual Fund Investments
The University of British Columbia 1989 — 1991
B.A., Psychology
Envision Financial February 2006 - Present
CSRS January 2002 - February 2006
TD Canada Trust July 1997 - January 2002
TD Asset Management January 1997 - July 1997
Education
Stanford University Graduate School of Business 2008 — 2008
Certificate, Executive Program in Strategy and Organizations
Canadian Council of Human Resources Association 2004 — 2004
Certified Human Resources Professional, Human Resources
University of Phoenix 1998 — 2000
M.A., Organizational management
Institute of Canadian Bankers 1997 — 1997
Branch Manager of Compliance, Compliance
Institute of Canadian Bankers 1996 — 1996
Investment Funds of Canada, Mutual Fund Investments
The University of British Columbia 1989 — 1991
B.A., Psychology
Karen Kolic's Envision Financial Experience December 2009 - November 2013
Job Client Experience Officer at Landcor Data Corporation
Industry Information Technology and Services
Experience
Landcor Data Corporation December 2014 - Present
CRI Canada March 2014 - December 2014
Envision Financial December 2009 - November 2013
Coast Capital Savings January 1996 - December 2009
Skills
Retail Banking, Mortgage Lending, Team Leadership, Banking, Loans, Credit, Wealth Management, Consumer Lending, Sales, Residential Mortgages, Mutual Funds, Retirement Planning, Sales Management, Customer Service, Customer Retention, Portfolio Management, Credit Analysis, Team Building, Cold Calling, Relationship Management, Financial Services
Education
Langara College
Business, Management, Marketing, and Related Support Services
Landcor Data Corporation December 2014 - Present
CRI Canada March 2014 - December 2014
Envision Financial December 2009 - November 2013
Coast Capital Savings January 1996 - December 2009
Skills
Retail Banking, Mortgage Lending, Team Leadership, Banking, Loans, Credit, Wealth Management, Consumer Lending, Sales, Residential Mortgages, Mutual Funds, Retirement Planning, Sales Management, Customer Service, Customer Retention, Portfolio Management, Credit Analysis, Team Building, Cold Calling, Relationship Management, Financial Services
Education
Langara College
Business, Management, Marketing, and Related Support Services
Jen Duff Jen Duff's Envision Financial Experience January 2012 - June 2013
Job Recruitment Consultant at DGA Careers
Industry Staffing and Recruiting
Experience
DGA Careers January 2015 - Present
DGA Careers February 2014 - December 2014
AltisHR 2013 - 2014
Envision Financial January 2012 - June 2013
Envision Financial April 2010 - January 2012
Envision Financial June 2009 - April 2010
Skills
Wealth Management, Risk Management, Retail Banking, Credit, Customer Service, Financial Services, Mortgage Lending, Underwriting, Loans, Banking, Retirement Planning, Credit Analysis, Investments, Account Management, Residential Mortgages, Consumer Lending, Leadership, Mutual Funds, Commercial Mortgages, Recruiting, Headhunters, Commercial Insurance, Management, Liability, Claim, Insurance, General Insurance, Property & Casualty..., Sales
Education
BCIT
Business Management
Brookswood Secondary 1996 — 2001
DGA Careers January 2015 - Present
DGA Careers February 2014 - December 2014
AltisHR 2013 - 2014
Envision Financial January 2012 - June 2013
Envision Financial April 2010 - January 2012
Envision Financial June 2009 - April 2010
Skills
Wealth Management, Risk Management, Retail Banking, Credit, Customer Service, Financial Services, Mortgage Lending, Underwriting, Loans, Banking, Retirement Planning, Credit Analysis, Investments, Account Management, Residential Mortgages, Consumer Lending, Leadership, Mutual Funds, Commercial Mortgages, Recruiting, Headhunters, Commercial Insurance, Management, Liability, Claim, Insurance, General Insurance, Property & Casualty..., Sales
Education
BCIT
Business Management
Brookswood Secondary 1996 — 2001
Alena Buis Alena Buis's Envision Financial Experience March 2012 - July 2013
Job Instructor at Kwantlen Polytechnic University
Industry Museums and Institutions
Experience
Kwantlen Polytechnic University July 2015 - Present
Langara College December 2013 - Present
First West Credit Union January 2014 - August 2015
First West Credit Union August 2013 - December 2013
Envision Financial March 2012 - July 2013
Winterthur 2012 - 2013
Concordia University September 2010 - July 2011
Queen's University September 2010 - January 2011
Canadian Women Artists History Initiative May 2007 - August 2008
The Gail and Stephen A. Jarislowsky Institute for Studies in Canadian Art January 2007 - August 2008
Skills
Art History, Art, Museums, Museum Education, Museum Collections, Research, Cultural Heritage, History, Editing, Visual Arts, Archives, Writing, Curating, Grant Writing, Visual Culture, Arts Administration, Art Exhibitions, American History, Historical Research, History of Art, Teaching, Academic Writing, Archival Research, Contemporary Art, Reading, Curriculum Design, Higher Education, Educational Leadership, Workshop Facilitation, Microsoft Office, Microsoft Word, Microsoft Excel, SharePoint, PowerPoint, Project Management, Material Culture, Critical Thinking
Education
Vancouver Community College 2014 — 2015
Provincial Instructor Diploma
Queen's University 2008 — 2013
PhD, Visual and Material Culture
Concordia University 2006 — 2008
MA, Canadian Art History
Kwantlen Polytechnic University 2001 — 2003
Diploma, Fine and Studio Arts Management
North Delta Senior Secondary 1999 — 2001
Kwantlen Polytechnic University July 2015 - Present
Langara College December 2013 - Present
First West Credit Union January 2014 - August 2015
First West Credit Union August 2013 - December 2013
Envision Financial March 2012 - July 2013
Winterthur 2012 - 2013
Concordia University September 2010 - July 2011
Queen's University September 2010 - January 2011
Canadian Women Artists History Initiative May 2007 - August 2008
The Gail and Stephen A. Jarislowsky Institute for Studies in Canadian Art January 2007 - August 2008
Skills
Art History, Art, Museums, Museum Education, Museum Collections, Research, Cultural Heritage, History, Editing, Visual Arts, Archives, Writing, Curating, Grant Writing, Visual Culture, Arts Administration, Art Exhibitions, American History, Historical Research, History of Art, Teaching, Academic Writing, Archival Research, Contemporary Art, Reading, Curriculum Design, Higher Education, Educational Leadership, Workshop Facilitation, Microsoft Office, Microsoft Word, Microsoft Excel, SharePoint, PowerPoint, Project Management, Material Culture, Critical Thinking
Education
Vancouver Community College 2014 — 2015
Provincial Instructor Diploma
Queen's University 2008 — 2013
PhD, Visual and Material Culture
Concordia University 2006 — 2008
MA, Canadian Art History
Kwantlen Polytechnic University 2001 — 2003
Diploma, Fine and Studio Arts Management
North Delta Senior Secondary 1999 — 2001
Sheri Klassen, CCBA Sheri Klassen, CCBA's Envision Financial Experience July 2000 - January 2002
Job Senior Business Analyst at Westminster Savings Credit Union
Industry Information Technology and Services
Experience
Westminster Savings Credit Union August 2009 - Present
Central 1 Credit Union February 2006 - August 2009
Central 1 Credit Union February 2002 - February 2006
Envision Financial July 2000 - January 2002
Delta Credit Union September 1994 - July 2000
Skills
Business Analysis, Requirements Analysis, Project Management, ITIL, SQL, Risk Management, User Interface Design, JavaScript, Data Mining, E-commerce, Customer Service, Database Administration, Photoshop, Customer Support, Business Communications, Quality Control, Web Site Production, Flash, Graphic Design, Web Marketing, Financial Accounting, Analysis, Change Management, Banking, Requirements Gathering, User Acceptance Testing, Visio, Process Improvement, Business Process..., Vendor Management, Business Requirements, Software Documentation, Databases, Leadership, Crystal Reports
Education
The University of British Columbia 2012 — 2014
Certificate in Business Analysis, Business Analysis
The University of British Columbia / UBC 2011 — 2011
Beginner's Italian I
University of British Columbia 2008 — 2009
Certificate in Project Management
Kwantlen University College
Westminster Savings Credit Union August 2009 - Present
Central 1 Credit Union February 2006 - August 2009
Central 1 Credit Union February 2002 - February 2006
Envision Financial July 2000 - January 2002
Delta Credit Union September 1994 - July 2000
Skills
Business Analysis, Requirements Analysis, Project Management, ITIL, SQL, Risk Management, User Interface Design, JavaScript, Data Mining, E-commerce, Customer Service, Database Administration, Photoshop, Customer Support, Business Communications, Quality Control, Web Site Production, Flash, Graphic Design, Web Marketing, Financial Accounting, Analysis, Change Management, Banking, Requirements Gathering, User Acceptance Testing, Visio, Process Improvement, Business Process..., Vendor Management, Business Requirements, Software Documentation, Databases, Leadership, Crystal Reports
Education
The University of British Columbia 2012 — 2014
Certificate in Business Analysis, Business Analysis
The University of British Columbia / UBC 2011 — 2011
Beginner's Italian I
University of British Columbia 2008 — 2009
Certificate in Project Management
Kwantlen University College
Danielle Owen Danielle Owen's Envision Financial Experience August 2007 - August 2012
Job Senior Territory Manager at Mercana Art Decor
Industry Marketing and Advertising
Experience
Mercana Art Decor March 2012 - Present
Envision Financial August 2007 - August 2012
Absolute Software March 2011 - May 2011
The Boathouse June 2009 - October 2009
Sammy J Peppers March 2008 - May 2009
Safeway February 2003 - October 2008
Skills
Sales, Sales Operations, Cold Calling, Customer Service, Sales Management, New Business Development, Marketing Strategy, Account Management, Direct Sales, Market Research, Selling, Sales Process, Trade Shows
Education
British Columbia Institute of Technology 2011 — 2012
Business Administration
British Columbia Institute of Technology 2009 — 2011
Diploma, Marketing Management Professional Sales
Kwantlen Polytechnic University 2005 — 2007
Business Administration
Mercana Art Decor March 2012 - Present
Envision Financial August 2007 - August 2012
Absolute Software March 2011 - May 2011
The Boathouse June 2009 - October 2009
Sammy J Peppers March 2008 - May 2009
Safeway February 2003 - October 2008
Skills
Sales, Sales Operations, Cold Calling, Customer Service, Sales Management, New Business Development, Marketing Strategy, Account Management, Direct Sales, Market Research, Selling, Sales Process, Trade Shows
Education
British Columbia Institute of Technology 2011 — 2012
Business Administration
British Columbia Institute of Technology 2009 — 2011
Diploma, Marketing Management Professional Sales
Kwantlen Polytechnic University 2005 — 2007
Business Administration
Lynda Wong's Envision Financial Experience September 2009 - January 2013
Job Commercial and Residential Mortgage Broker
Industry Financial Services
Experience
Axium Mortgages September 2015 - Present
Envision Financial Credit Union January 2013 - April 2015
Envision Financial September 2009 - January 2013
Vancity February 2002 - October 2009
HSBC May 1997 - January 2002
Skills
Banking, Mortgage Lending, Retail Banking, Loans, Credit, Commercial Banking, Wealth Management, Credit Analysis, Credit Risk, Relationship Management, Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Financial Services, Risk Management, Commercial Mortgages, Residential Mortgages, Consumer Lending, Commercial Lending, Financial Risk, Call Centers, Investment Properties, Mortgage Underwriting, Refinance, Financial Advisory, Lines Of Credit, Retirement Planning, Underwriting, Cash Management, Small Business Lending, Insurance, Business Development, Finance, Sales, Financial Analysis, Customer Service, Leadership, Team Leadership, Small Business, Financial Planning
Education
British Columbia Institute of Technology
Diploma of Tech, Financial Planning and Services
Kwantlen University College
University Transfer
University of Manitoba
Bachelor of Applied Science (BASc), General Studies
Axium Mortgages September 2015 - Present
Envision Financial Credit Union January 2013 - April 2015
Envision Financial September 2009 - January 2013
Vancity February 2002 - October 2009
HSBC May 1997 - January 2002
Skills
Banking, Mortgage Lending, Retail Banking, Loans, Credit, Commercial Banking, Wealth Management, Credit Analysis, Credit Risk, Relationship Management, Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Financial Services, Risk Management, Commercial Mortgages, Residential Mortgages, Consumer Lending, Commercial Lending, Financial Risk, Call Centers, Investment Properties, Mortgage Underwriting, Refinance, Financial Advisory, Lines Of Credit, Retirement Planning, Underwriting, Cash Management, Small Business Lending, Insurance, Business Development, Finance, Sales, Financial Analysis, Customer Service, Leadership, Team Leadership, Small Business, Financial Planning
Education
British Columbia Institute of Technology
Diploma of Tech, Financial Planning and Services
Kwantlen University College
University Transfer
University of Manitoba
Bachelor of Applied Science (BASc), General Studies
Pat Britton Pat Britton's Envision Financial Experience February 2012 - December 2012
Job Real Estate Broker at John L. Scott Real Estate
Industry Real Estate
Experience
John L. Scott Real Estate July 2015 - Present
Fairway Independent Mortgage Corporation September 2013 - July 2015
Envision Financial February 2012 - December 2012
BMO Guardian Funds November 2009 - December 2011
RBC Royal Bank January 2009 - December 2010
Sentry Select Capital Corp. 2008 - 2009
Global Securities 2003 - 2007
Skills
Derivatives, Technical Analysis, Mutual Funds, Securities, Portfolio Management, Trading, Options, Investments, Asset Management, Series 7, Customer Relations, Financial Planning, Financial Analysis, Equities, Excel, Fixed Income, Wealth Management, Due Diligence, Investment Advisory, Word, Risk Management, Microsoft Office, Financial Modeling, Retirement, Business Planning, New Business Development, Economics, Problem Solving, PowerPoint, Financial Markets, Asset Allocation, Marketing Strategy, Bonds, Capital Markets, Retirement Planning, Strategic Financial..., Alternative Investments, Loan Origination, VA loans, FHA financing, USDA Rural Housing, Financial Services, Mortgage Lending
Education
Canadian Securities Institute 2003 — 2008
Securities and Derivatives
The University of British Columbia 1999 — 2003
Arts, Economics, German
CMPS Institute
Certification, Mortgage Planning, Certified
John L. Scott Real Estate July 2015 - Present
Fairway Independent Mortgage Corporation September 2013 - July 2015
Envision Financial February 2012 - December 2012
BMO Guardian Funds November 2009 - December 2011
RBC Royal Bank January 2009 - December 2010
Sentry Select Capital Corp. 2008 - 2009
Global Securities 2003 - 2007
Skills
Derivatives, Technical Analysis, Mutual Funds, Securities, Portfolio Management, Trading, Options, Investments, Asset Management, Series 7, Customer Relations, Financial Planning, Financial Analysis, Equities, Excel, Fixed Income, Wealth Management, Due Diligence, Investment Advisory, Word, Risk Management, Microsoft Office, Financial Modeling, Retirement, Business Planning, New Business Development, Economics, Problem Solving, PowerPoint, Financial Markets, Asset Allocation, Marketing Strategy, Bonds, Capital Markets, Retirement Planning, Strategic Financial..., Alternative Investments, Loan Origination, VA loans, FHA financing, USDA Rural Housing, Financial Services, Mortgage Lending
Education
Canadian Securities Institute 2003 — 2008
Securities and Derivatives
The University of British Columbia 1999 — 2003
Arts, Economics, German
CMPS Institute
Certification, Mortgage Planning, Certified
Brittany Gill's Envision Financial Experience August 2014 - August 2014
Job HBA 17' Candidate at Ivey Business School
Industry Financial Services
Experience
EJ Sterling June 2015 - August 2015
Envision Financial August 2014 - August 2014
Township of Langley June 2014 - August 2014
Skills
Finance, Financial Modeling, Teamwork, Leadership, Financial Projection, Financial Accounting, Management Accounting, Microsoft Office, Research, Time Management, Microsoft Word
Education
Ivey Business School at Western University 2015 — 2017
Candidate for Honours in Business Administration (HBA)
Investment Banking Institute 2015 — 2015
Western University 2013 — 2015
Bachelor of Management and Organizational Studies
New Westminster Secondary School 2009 — 2013
International Baccalaureate Diploma
EJ Sterling June 2015 - August 2015
Envision Financial August 2014 - August 2014
Township of Langley June 2014 - August 2014
Skills
Finance, Financial Modeling, Teamwork, Leadership, Financial Projection, Financial Accounting, Management Accounting, Microsoft Office, Research, Time Management, Microsoft Word
Education
Ivey Business School at Western University 2015 — 2017
Candidate for Honours in Business Administration (HBA)
Investment Banking Institute 2015 — 2015
Western University 2013 — 2015
Bachelor of Management and Organizational Studies
New Westminster Secondary School 2009 — 2013
International Baccalaureate Diploma
Kam K. Raman Kam K. Raman's Envision Financial Experience July 2008 - April 2011
Job Vice President, Member Relations & Trade Services at Central 1 Credit Union
Industry Banking
Experience
Central 1 Credit Union February 2015 - Present
First West Credit Union April 2011 - January 2015
Kwantlen Polytechnic University January 2014 - April 2014
Envision Financial July 2008 - April 2011
Skills
Strategic Planning, Leadership, Strategy, Management, Change Management, Marketing, Leadership Development, Customer Experience, Training, Project Management, Entrepreneurship, Sales, Risk Management, Business Process..., Performance Management, Banking, Retail Banking, Process Improvement, Business Development, Team Leadership, Marketing Strategy, Business Planning, Financial Analysis, Coaching, Retail, Team Building, Business Analysis
Education
Lean Sensei International 2013 — 2014
Chief Lean Leader, Executive Lean Leadership Certification
University of Toronto - Rotman School of Management 2014 — 2014
Not For Profit Governance Essentials Program
International Retail Design Conference 2012 — 2012
Store Design & Retail Strategy
Lean Sensei International 2011 — 2011
Lean Greenbelt Certified
Queen's University 2009 — 2009
MBA, Masters of Business Administration, Key themes: strategy, global business, leadership and entrepreneurship. Kingston
Kwantlen University College 2004 — 2008
BBA, Entrepreneurial Leadership
Financial Planners Standards Council
CFP, Certified Financial Planner
British Columbia Institute of Technology 1995 — 1997
Diploma, Financial Management
Central 1 Credit Union February 2015 - Present
First West Credit Union April 2011 - January 2015
Kwantlen Polytechnic University January 2014 - April 2014
Envision Financial July 2008 - April 2011
Skills
Strategic Planning, Leadership, Strategy, Management, Change Management, Marketing, Leadership Development, Customer Experience, Training, Project Management, Entrepreneurship, Sales, Risk Management, Business Process..., Performance Management, Banking, Retail Banking, Process Improvement, Business Development, Team Leadership, Marketing Strategy, Business Planning, Financial Analysis, Coaching, Retail, Team Building, Business Analysis
Education
Lean Sensei International 2013 — 2014
Chief Lean Leader, Executive Lean Leadership Certification
University of Toronto - Rotman School of Management 2014 — 2014
Not For Profit Governance Essentials Program
International Retail Design Conference 2012 — 2012
Store Design & Retail Strategy
Lean Sensei International 2011 — 2011
Lean Greenbelt Certified
Queen's University 2009 — 2009
MBA, Masters of Business Administration, Key themes: strategy, global business, leadership and entrepreneurship. Kingston
Kwantlen University College 2004 — 2008
BBA, Entrepreneurial Leadership
Financial Planners Standards Council
CFP, Certified Financial Planner
British Columbia Institute of Technology 1995 — 1997
Diploma, Financial Management
Megan Carey Megan Carey's Envision Financial Experience May 2009 - November 2013
Job Writer & Communicator
Industry Public Relations and Communications
Experience
The Corporation of Delta 2013 - 2015
First West Foundation 2012 - 2014
Envision Financial May 2009 - November 2013
Fraser Health Authority May 2012 - July 2012
Skills
Public Relations, Editing, Research, Strategic Communications, Internal Communications, Interviews, Communication, Project Management, Social Media, Marketing Communications, Web writing, Writing, Adobe Dreamweaver and..., Content Management, Photoshop, Online Communications, Interpersonal..., Interpersonal Leadership
Education
Douglas College 2010 — 2013
Professional Writing Diploma, Professional Writing and Communication
The Corporation of Delta 2013 - 2015
First West Foundation 2012 - 2014
Envision Financial May 2009 - November 2013
Fraser Health Authority May 2012 - July 2012
Skills
Public Relations, Editing, Research, Strategic Communications, Internal Communications, Interviews, Communication, Project Management, Social Media, Marketing Communications, Web writing, Writing, Adobe Dreamweaver and..., Content Management, Photoshop, Online Communications, Interpersonal..., Interpersonal Leadership
Education
Douglas College 2010 — 2013
Professional Writing Diploma, Professional Writing and Communication
Sarah Pederson Sarah Pederson's Envision Financial Experience November 2005 - November 2010
Job Senior Manager, Communications at Envision Financial
Industry Financial Services
Experience
Envision Financial, a division of First West Credit Union November 2010 - Present
Envision Financial November 2005 - November 2010
Envision Financial January 2005 - October 2005
Envision Financial September 2003 - December 2004
Office of Paul Forseth, MP January 2003 - August 2003
Office of Deborah Grey, MP September 2002 - December 2002
Skills
Public Relations, Media Relations, Editing, Business Development, Strategic Communications, Marketing Communications, Crisis Communications, Internal Communications, Project Management, Change Management, Communication Training, Management, Public Affairs, Program Management, Leadership, Strategy, Corporate Communications, Event Management, Communications Planning, Project Planning
Education
Trinity Western University 1998 — 2002
Bachelor of Arts, Communications
Envision Financial, a division of First West Credit Union November 2010 - Present
Envision Financial November 2005 - November 2010
Envision Financial January 2005 - October 2005
Envision Financial September 2003 - December 2004
Office of Paul Forseth, MP January 2003 - August 2003
Office of Deborah Grey, MP September 2002 - December 2002
Skills
Public Relations, Media Relations, Editing, Business Development, Strategic Communications, Marketing Communications, Crisis Communications, Internal Communications, Project Management, Change Management, Communication Training, Management, Public Affairs, Program Management, Leadership, Strategy, Corporate Communications, Event Management, Communications Planning, Project Planning
Education
Trinity Western University 1998 — 2002
Bachelor of Arts, Communications
Corey Croft Corey Croft's Envision Financial Experience October 2009 - October 2012
Job Operations Manager at Notkins
Industry Restaurants
Experience
Notkins March 2015 - Present
Earls Kitchen + Bar August 2012 - January 2015
Envision Financial October 2009 - October 2012
Indigo April 2009 - January 2010
Cambridge Academy April 2008 - August 2008
Skills
Team Leadership, Analysis, Socio-economic Research, Qualitative Research, Performance Management, French, Spanish, Research, Report Writing, Lean Thinking, Social Networking, Social Sciences, Branch Banking, Urban Planning, Urban Studies, Sociology, Quantitative Research, Fact Finding, Interviewing Skills, Collaborative Problem..., International..., Sustainability, Sustainable Design, Data Analysis, Statistics, Humanitarian, Computer Proficiency, Green Infrastructure, Infrastructure, Urban Design, Environmental Issues, Human Rights, Research Design, Social Sustainability, Poverty Reduction, Project Planning, Operations Management
Education
Simon Fraser University 2011 — 2013
Master's degree, Urban Studies/Affairs
The University of British Columbia 2004 — 2009
Bachelor of Arts (B.A.), Sociology
Notkins March 2015 - Present
Earls Kitchen + Bar August 2012 - January 2015
Envision Financial October 2009 - October 2012
Indigo April 2009 - January 2010
Cambridge Academy April 2008 - August 2008
Skills
Team Leadership, Analysis, Socio-economic Research, Qualitative Research, Performance Management, French, Spanish, Research, Report Writing, Lean Thinking, Social Networking, Social Sciences, Branch Banking, Urban Planning, Urban Studies, Sociology, Quantitative Research, Fact Finding, Interviewing Skills, Collaborative Problem..., International..., Sustainability, Sustainable Design, Data Analysis, Statistics, Humanitarian, Computer Proficiency, Green Infrastructure, Infrastructure, Urban Design, Environmental Issues, Human Rights, Research Design, Social Sustainability, Poverty Reduction, Project Planning, Operations Management
Education
Simon Fraser University 2011 — 2013
Master's degree, Urban Studies/Affairs
The University of British Columbia 2004 — 2009
Bachelor of Arts (B.A.), Sociology
Haroon Rashid's Envision Financial Experience 1993 - 1996
Job Managing Director, Canada Energy & Utilities at Wipro Technologies
Industry Information Technology and Services
Experience
Wipro Technologies February 2013 - Present
Infosys Technologies Limited 2008 - January 2013
Paradigm E. Ltd. January 2006 - June 2008
EDS (an HP Company) 2001 - 2006
Fujitsu Consulting 1997 - 2001
Envision Financial 1993 - 1996
Skills
BPO, Contract Negotiation, Corporate Finance, Investor Relations, IT Outsourcing, Business Transformation, Outsourcing, IT Strategy, Management Consulting, Business Analysis, Program Management, Business Strategy, Change Management, Cloud Computing, Integration, Business Process, Consulting, Strategic Planning, Entrepreneurship, Leadership, Strategic Partnerships, Governance, Strategy, Management
Education
Simon Fraser University 2014 — 2015
Master of Business Administration (M.B.A.)
Dalhousie
Dartmouth High
Simon Fraser University
Wipro Technologies February 2013 - Present
Infosys Technologies Limited 2008 - January 2013
Paradigm E. Ltd. January 2006 - June 2008
EDS (an HP Company) 2001 - 2006
Fujitsu Consulting 1997 - 2001
Envision Financial 1993 - 1996
Skills
BPO, Contract Negotiation, Corporate Finance, Investor Relations, IT Outsourcing, Business Transformation, Outsourcing, IT Strategy, Management Consulting, Business Analysis, Program Management, Business Strategy, Change Management, Cloud Computing, Integration, Business Process, Consulting, Strategic Planning, Entrepreneurship, Leadership, Strategic Partnerships, Governance, Strategy, Management
Education
Simon Fraser University 2014 — 2015
Master of Business Administration (M.B.A.)
Dalhousie
Dartmouth High
Simon Fraser University
Marjorie Trithardt's Envision Financial Experience 1990 - 2004
Job Business Manager at Microsoft
Industry Computer Software
Experience
Microsoft September 2014 - Present
Microsoft Canada July 2010 - September 2014
Sage Software April 2006 - July 2010
Sage Software 2006 - 2009
Niradia Enterprises Inc. 2004 - 2006
Envision Financial 1990 - 2004
Skills
Team Leadership, Team Building, CRM, Business Analysis, Account Management, Strategic Planning, Project Management, Process Improvement, Salesforce.com, Negotiation, Project Coordination, Management, Program Management, Product Management, Training, Marketing Strategy, Vendor Management, Customer Service, Accounting, Leadership, Teamwork, Event Planning, Budgets, Business Development, Time Management, Human Resources, Project Planning, Software Documentation
Education
British Columbia Institute of Technology
Business Management Certificate
British Columbia Institute of Technology / BCIT
Microsoft September 2014 - Present
Microsoft Canada July 2010 - September 2014
Sage Software April 2006 - July 2010
Sage Software 2006 - 2009
Niradia Enterprises Inc. 2004 - 2006
Envision Financial 1990 - 2004
Skills
Team Leadership, Team Building, CRM, Business Analysis, Account Management, Strategic Planning, Project Management, Process Improvement, Salesforce.com, Negotiation, Project Coordination, Management, Program Management, Product Management, Training, Marketing Strategy, Vendor Management, Customer Service, Accounting, Leadership, Teamwork, Event Planning, Budgets, Business Development, Time Management, Human Resources, Project Planning, Software Documentation
Education
British Columbia Institute of Technology
Business Management Certificate
British Columbia Institute of Technology / BCIT
Balbir Heer's Envision Financial Experience 1991 - 1997
Job Mortgage Development Manager at Vancity
Industry Financial Services
Experience
Vancity March 2010 - Present
MFDA 2006 - April 2010
Children's Education Funds Inc. 2005 - 2006
Dundee Securities 2004 - 2004
Great Pacific Management 2001 - 2004
Vancity 1997 - 1999
Envision Financial 1991 - 1997
Skills
Securities, Mortgage Lending, Banking, Mutual Funds, Investments, Financial Analysis, Securities Regulation, Credit, Loans, Refinance, Risk Management, Wealth Management, Residential Mortgages, Finance, Retail Banking, Financial Services, Credit Analysis, Financial Planning, Lines Of Credit, Consumer Lending, Operations Management, Trade Compliance, Employee Management, Compliance Management, Team Leadership, Stock Market, Stock Trading, Limited Partnerships, Construction Management, Construction Finance
Education
Canadian Securities Institute 1999 — 2003
Partners, Directors & Senior Officers Course
Canadian Securities Institute 1999 — 2003
Canadian Securities Course, CPH, PDO, BM
Canadian Securities Institute 1999 — 2003
Conducts & Practices Course
Canadian Securities Institute 1999 — 2003
Branch Managers Course
University of the Fraser Valley 1998 — 2003
BBA, Business/Commerce, General
British Columbia Institute of Technology 1997 — 1999
Associates Certificate in Financial Planning, Financial Planning
Vancity March 2010 - Present
MFDA 2006 - April 2010
Children's Education Funds Inc. 2005 - 2006
Dundee Securities 2004 - 2004
Great Pacific Management 2001 - 2004
Vancity 1997 - 1999
Envision Financial 1991 - 1997
Skills
Securities, Mortgage Lending, Banking, Mutual Funds, Investments, Financial Analysis, Securities Regulation, Credit, Loans, Refinance, Risk Management, Wealth Management, Residential Mortgages, Finance, Retail Banking, Financial Services, Credit Analysis, Financial Planning, Lines Of Credit, Consumer Lending, Operations Management, Trade Compliance, Employee Management, Compliance Management, Team Leadership, Stock Market, Stock Trading, Limited Partnerships, Construction Management, Construction Finance
Education
Canadian Securities Institute 1999 — 2003
Partners, Directors & Senior Officers Course
Canadian Securities Institute 1999 — 2003
Canadian Securities Course, CPH, PDO, BM
Canadian Securities Institute 1999 — 2003
Conducts & Practices Course
Canadian Securities Institute 1999 — 2003
Branch Managers Course
University of the Fraser Valley 1998 — 2003
BBA, Business/Commerce, General
British Columbia Institute of Technology 1997 — 1999
Associates Certificate in Financial Planning, Financial Planning
Teri-Lee Binnie's Envision Financial Experience 2001 - 2004
Job Senior Manager, Marketing at Prospera
Industry Financial Services
Experience
Prospera December 2007 - Present
Prospera November 2004 - December 2007
Envision Financial 2001 - 2004
NetNation Communications 2000 - 2000
Silent Witness Enterprises 1997 - 1999
Skills
Marketing Communications, Marketing, Advertising, Coaching, Direct Marketing, Leadership, Market Research, Marketing Research, Marketing Strategy, Product Development, Product Marketing, Segmentation, Strategic Planning, Strategy, Team Leadership
Education
Simon Fraser University
MBA
Simon Fraser University 1996 — 1997
undergrad courses, Marketing, Economics, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1984 — 1988
BEng, Computer
Prospera December 2007 - Present
Prospera November 2004 - December 2007
Envision Financial 2001 - 2004
NetNation Communications 2000 - 2000
Silent Witness Enterprises 1997 - 1999
Skills
Marketing Communications, Marketing, Advertising, Coaching, Direct Marketing, Leadership, Market Research, Marketing Research, Marketing Strategy, Product Development, Product Marketing, Segmentation, Strategic Planning, Strategy, Team Leadership
Education
Simon Fraser University
MBA
Simon Fraser University 1996 — 1997
undergrad courses, Marketing, Economics, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1984 — 1988
BEng, Computer
Ryan Visscher's Envision Financial Experience January 2009 - December 2010
Job Human Snowball I create people momentum, using continuous improvement tools with First West Credit Union
Industry Financial Services
Experience
First West Credit Union May 2013 - Present
First West Credit Union January 2010 - May 2013
Envision Financial January 2009 - December 2010
Envision Financial January 2008 - December 2008
Envision Financial January 2004 - December 2007
Skills
Change Management, Business Analysis, Process Improvement, Project Management, Performance Management, Strategic Planning, Business Process..., Coaching, Team Leadership, Team Building, Organizational..., Creative Problem Solving, Customer Service, Classroom, E-Learning, Internal Communications, Kaizen, Presentations, Strategy, Leadership Development, Software Project..., Workshop Facilitation, Succession Planning, Employee Training, Training, Talent Management, Data Analysis, Employee Engagement, Business Intelligence, Lean Transformation
Education
Lean Sensei International 2012 — 2012
Blackbelt Certification, Lean: Process Improvement
Lean Sensei International 2012 — 2012
Greenbelt Certification, Lean: Process Improvement
Vancouver Community College 2008 — 2010
Provincial Instructors Diploma, Adult and Continuing Education and Teaching, A
University College of the Fraser Valley 2004 — 2007
Bachelor's of Business Administration, Business Administration and Management, General
British Columbia Institute of Technology / BCIT 1999 — 2001
Marketing/Marketing Management, General, Honours
First West Credit Union May 2013 - Present
First West Credit Union January 2010 - May 2013
Envision Financial January 2009 - December 2010
Envision Financial January 2008 - December 2008
Envision Financial January 2004 - December 2007
Skills
Change Management, Business Analysis, Process Improvement, Project Management, Performance Management, Strategic Planning, Business Process..., Coaching, Team Leadership, Team Building, Organizational..., Creative Problem Solving, Customer Service, Classroom, E-Learning, Internal Communications, Kaizen, Presentations, Strategy, Leadership Development, Software Project..., Workshop Facilitation, Succession Planning, Employee Training, Training, Talent Management, Data Analysis, Employee Engagement, Business Intelligence, Lean Transformation
Education
Lean Sensei International 2012 — 2012
Blackbelt Certification, Lean: Process Improvement
Lean Sensei International 2012 — 2012
Greenbelt Certification, Lean: Process Improvement
Vancouver Community College 2008 — 2010
Provincial Instructors Diploma, Adult and Continuing Education and Teaching, A
University College of the Fraser Valley 2004 — 2007
Bachelor's of Business Administration, Business Administration and Management, General
British Columbia Institute of Technology / BCIT 1999 — 2001
Marketing/Marketing Management, General, Honours
Karen Ayres's Envision Financial Experience February 1987 - October 2008
Job Fraser Valley Chair at BCHRMA
Industry Human Resources
Experience
BCHRMA July 2012 - Present
Corporate Inspirations January 2006 - Present
Full Spectrum Coaching Inc. 2006 - Present
Corporate Inspirations 2005 - Present
Excellence Canada 2013 - 2013
BCHRMA 2006 - 2011
Envision Financial February 1987 - October 2008
Central One, BC 1997 - 2001
Wyatt Management and Consulting 1997 - 2000
Skills
Organizational..., Performance Management, Human Resources, Team Building, Strategic Planning, Deferred Compensation, Project Planning, Employee Engagement, Succession Planning, Organizational..., Executive Coaching, Talent Management, Leadership Development, Employee Relations, HRIS, Onboarding, Coaching, Personnel Management, HR Consulting, Leadership, Management, Change Management, Career Development, Workshop Facilitation, Business Planning, Talent Acquisition, Recruiting, Workforce Planning, Time Management, Conflict Resolution, Organizational Design, Employee Training, Employee Benefits, Career Counseling, Public Speaking, HR Policies, Training, Team Leadership, Interviews, Career Management, 360 Feedback
Education
Royal Roads University 2005 — 2006
Coaching Certificate, Executive and Business Coaching
Kwantlen Polytechnic University 1994 — 2002
BBA, Entrepreneurial Leadership
BCHRMA July 2012 - Present
Corporate Inspirations January 2006 - Present
Full Spectrum Coaching Inc. 2006 - Present
Corporate Inspirations 2005 - Present
Excellence Canada 2013 - 2013
BCHRMA 2006 - 2011
Envision Financial February 1987 - October 2008
Central One, BC 1997 - 2001
Wyatt Management and Consulting 1997 - 2000
Skills
Organizational..., Performance Management, Human Resources, Team Building, Strategic Planning, Deferred Compensation, Project Planning, Employee Engagement, Succession Planning, Organizational..., Executive Coaching, Talent Management, Leadership Development, Employee Relations, HRIS, Onboarding, Coaching, Personnel Management, HR Consulting, Leadership, Management, Change Management, Career Development, Workshop Facilitation, Business Planning, Talent Acquisition, Recruiting, Workforce Planning, Time Management, Conflict Resolution, Organizational Design, Employee Training, Employee Benefits, Career Counseling, Public Speaking, HR Policies, Training, Team Leadership, Interviews, Career Management, 360 Feedback
Education
Royal Roads University 2005 — 2006
Coaching Certificate, Executive and Business Coaching
Kwantlen Polytechnic University 1994 — 2002
BBA, Entrepreneurial Leadership
David Yan's Envision Financial Experience November 2013 - Present
Job Vice President Wealth Management at Envision Financial
Industry Real Estate
Experience
Envision Financial November 2013 - Present
LEAGUE Investment Services (LISI) June 2008 - October 2013
TD Waterhouse - Private Client Services 2000 - 2008
TD Bank Group November 1993 - December 1999
TD Canada Trust 1986 - 1993
Skills
Investments, Asset Managment, Portfolio Management, Strategic Planning, Financial Analysis, Alternative Investments, Brokerage, Financial Modeling, Business Strategy, Mergers, Disposition, Valuation, Business Development, Asset Management, Mergers & Acquisitions, Real Estate, Executive Management, Options, Strategic Financial..., Risk Management, Corporate Finance, Due Diligence, Negotiation, Entrepreneurship, Finance, Banking, Loans, Credit, Strategy, Budgets, Relationship Management, Mutual Funds, Consumer Lending, Retail Banking, Business Planning, Wealth Management, Credit Risk, Securities, Mortgage Lending, Financial Services, Investment Advisory, Leadership, Investment Strategies, Residential Mortgages, Insurance, Financial Advisory, Wealth, Credit Analysis, Commercial Mortgages, Wealth Management...
Education
The University of British Columbia 1986 — 1990
Bachelor of Commerce, Finance
Eric Hamber Secondary School 1981 — 1985
High School Diploma
Envision Financial November 2013 - Present
LEAGUE Investment Services (LISI) June 2008 - October 2013
TD Waterhouse - Private Client Services 2000 - 2008
TD Bank Group November 1993 - December 1999
TD Canada Trust 1986 - 1993
Skills
Investments, Asset Managment, Portfolio Management, Strategic Planning, Financial Analysis, Alternative Investments, Brokerage, Financial Modeling, Business Strategy, Mergers, Disposition, Valuation, Business Development, Asset Management, Mergers & Acquisitions, Real Estate, Executive Management, Options, Strategic Financial..., Risk Management, Corporate Finance, Due Diligence, Negotiation, Entrepreneurship, Finance, Banking, Loans, Credit, Strategy, Budgets, Relationship Management, Mutual Funds, Consumer Lending, Retail Banking, Business Planning, Wealth Management, Credit Risk, Securities, Mortgage Lending, Financial Services, Investment Advisory, Leadership, Investment Strategies, Residential Mortgages, Insurance, Financial Advisory, Wealth, Credit Analysis, Commercial Mortgages, Wealth Management...
Education
The University of British Columbia 1986 — 1990
Bachelor of Commerce, Finance
Eric Hamber Secondary School 1981 — 1985
High School Diploma
Nomita Sidana's Envision Financial Experience March 1998 - October 2000
Job Director at Eat Well Ethnic Foods Inc.
Industry Computer Software
Experience
Eat Well Ethnic Foods Inc. July 2009 - Present
Open Solutions October 2005 - March 2009
Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv 2000 - 2009
Open Soltuions Canada March 2003 - October 2005
Open Solutions October 2000 - March 2003
Envision Financial March 1998 - October 2000
Coast Capital Savings Credit Union April 1995 - March 1998
Skills
Requirements Analysis, Banking, Small Business, Requirements Gathering, Business Intelligence, Business Analysis, Entrepreneurship, CRM
Education
British Columbia Institute of Technology
Finance
Douglas College
Finance
Eat Well Ethnic Foods Inc. July 2009 - Present
Open Solutions October 2005 - March 2009
Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv 2000 - 2009
Open Soltuions Canada March 2003 - October 2005
Open Solutions October 2000 - March 2003
Envision Financial March 1998 - October 2000
Coast Capital Savings Credit Union April 1995 - March 1998
Skills
Requirements Analysis, Banking, Small Business, Requirements Gathering, Business Intelligence, Business Analysis, Entrepreneurship, CRM
Education
British Columbia Institute of Technology
Finance
Douglas College
Finance
Bill Sandhu, BSBM, FCUIC's Envision Financial Experience January 2005 - October 2006
Job Manager, Residential Mortgages at TD
Industry Financial Services
Experience
TD May 2015 - Present
Prospera Credit Union September 2008 - November 2014
Prospera Credit Union January 2008 - September 2008
Prospera Credit Union October 2006 - January 2008
Envision Financial January 2005 - October 2006
Envision Financial 2002 - 2004
Envision Financial 2000 - 2002
Envision Financial 1999 - 2000
Envision Financial 1989 - 1999
Envision Financial 1987 - 1989
Skills
Loans, Team Leadership, Sales, Credit Analysis, Commercial Lending, Credit Cards, Mortgage Lending, Customer Service, Wealth Management, Branch Banking, Cash Management, Financial Services, Management, Performance Management, Small Business Lending, Underwriting, Commercial Banking, Retail Banking, Financial Analysis, Credit Risk, Investments, Change Management, Consumer Lending, Retirement, Coaching, Credit, Finance, Cross Selling, Mutual Funds, Leadership, Commercial Mortgages, Portfolio Management, Banking, Lines Of Credit, Team Building, Refinance, Home Equity Loans, Mortgage Banking, Retirement Planning, Risk Management, Relationship Management, Residential Mortgages, Insurance, Investment Advisory
Education
University of Phoenix 2001 — 2005
Bachelor's Degree, Business Management
Dalhousie University
Fellow of the Credit Union Institute of Canada, Business
TD May 2015 - Present
Prospera Credit Union September 2008 - November 2014
Prospera Credit Union January 2008 - September 2008
Prospera Credit Union October 2006 - January 2008
Envision Financial January 2005 - October 2006
Envision Financial 2002 - 2004
Envision Financial 2000 - 2002
Envision Financial 1999 - 2000
Envision Financial 1989 - 1999
Envision Financial 1987 - 1989
Skills
Loans, Team Leadership, Sales, Credit Analysis, Commercial Lending, Credit Cards, Mortgage Lending, Customer Service, Wealth Management, Branch Banking, Cash Management, Financial Services, Management, Performance Management, Small Business Lending, Underwriting, Commercial Banking, Retail Banking, Financial Analysis, Credit Risk, Investments, Change Management, Consumer Lending, Retirement, Coaching, Credit, Finance, Cross Selling, Mutual Funds, Leadership, Commercial Mortgages, Portfolio Management, Banking, Lines Of Credit, Team Building, Refinance, Home Equity Loans, Mortgage Banking, Retirement Planning, Risk Management, Relationship Management, Residential Mortgages, Insurance, Investment Advisory
Education
University of Phoenix 2001 — 2005
Bachelor's Degree, Business Management
Dalhousie University
Fellow of the Credit Union Institute of Canada, Business
Brian Gunn's Envision Financial Experience March 2006 - March 2010
Job Product Analyst at Envision Financial
Industry Financial Services
Experience
First West Credit Union March 2010 - Present
Envision Financial March 2006 - March 2010
Envision Financial January 2005 - March 2006
Skills
Wealth Management, Strategic Financial..., Banking, Mutual Funds, Loans, Mortgage Lending, Retail Banking, Investments, Financial Services, Credit
Education
Canadian Securities Institute 2006 — 2008
Financial Management Advisor Designation
FINANCIAL PLANNERS STANDARD COUNCIL 2004 — 2006
Certified Financial Planner Designation
Kwantlen University College 2000 — 2002
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Douglas College 1997 — 1999
Diploma, Hotel and Restaurant Management
First West Credit Union March 2010 - Present
Envision Financial March 2006 - March 2010
Envision Financial January 2005 - March 2006
Skills
Wealth Management, Strategic Financial..., Banking, Mutual Funds, Loans, Mortgage Lending, Retail Banking, Investments, Financial Services, Credit
Education
Canadian Securities Institute 2006 — 2008
Financial Management Advisor Designation
FINANCIAL PLANNERS STANDARD COUNCIL 2004 — 2006
Certified Financial Planner Designation
Kwantlen University College 2000 — 2002
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Douglas College 1997 — 1999
Diploma, Hotel and Restaurant Management
Jane Fan, CFA, CFP's Envision Financial Experience September 2013 - October 2014
Job Experienced Financial Planner
Industry Financial Services
Experience
Envision Financial September 2013 - October 2014
Qtrade Financial Group August 2011 - April 2013
Vancity Savings Credit Union April 2006 - June 2010
RBC Royal Bank December 2003 - March 2006
Sceptre Investment Counsel October 1997 - December 2002
Skills
Investments, Mutual Funds, Wealth Management, Banking, Retirement, Strategic Financial..., Wealth Management..., Retirement Planning, Wealth, Capital Markets, Estate Planning, Risk Management, Financial Advisory, Insurance, Investment Strategies, Fixed Annuities, Financial Analysis, Portfolio Management, Financial Planners, Financial Services, Loans, Valuation, Investment Advisory, Asset Management, Asset Allocation, Securities, Finance, Equities, Mortgage Lending, Investment Management, Disability Insurance, Critical Illness, Relationship Management, Credit Analysis, Credit, Retail Banking
Education
CFA Institute
Charterholder of CFA designation
Financial Planners Standards Council
Certified Financial Planner
The University of Lethbridge
BA, Economics
Envision Financial September 2013 - October 2014
Qtrade Financial Group August 2011 - April 2013
Vancity Savings Credit Union April 2006 - June 2010
RBC Royal Bank December 2003 - March 2006
Sceptre Investment Counsel October 1997 - December 2002
Skills
Investments, Mutual Funds, Wealth Management, Banking, Retirement, Strategic Financial..., Wealth Management..., Retirement Planning, Wealth, Capital Markets, Estate Planning, Risk Management, Financial Advisory, Insurance, Investment Strategies, Fixed Annuities, Financial Analysis, Portfolio Management, Financial Planners, Financial Services, Loans, Valuation, Investment Advisory, Asset Management, Asset Allocation, Securities, Finance, Equities, Mortgage Lending, Investment Management, Disability Insurance, Critical Illness, Relationship Management, Credit Analysis, Credit, Retail Banking
Education
CFA Institute
Charterholder of CFA designation
Financial Planners Standards Council
Certified Financial Planner
The University of Lethbridge
BA, Economics
Derek Lovett, CFA's Envision Financial Experience March 2009 - October 2010
Job Analyst, Exchange Traded & Mutual Funds at Canaccord
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) January 2011 - Present
Envision Financial March 2009 - October 2010
RBC Royal Bank June 2008 - March 2009
Scotiabank June 2005 - May 2008
Scotiabank August 2001 - June 2005
Education
Simon Fraser University 1999 — 2004
B.A., Economics
Canaccord Genuity Wealth Management (Canada) January 2011 - Present
Envision Financial March 2009 - October 2010
RBC Royal Bank June 2008 - March 2009
Scotiabank June 2005 - May 2008
Scotiabank August 2001 - June 2005
Education
Simon Fraser University 1999 — 2004
B.A., Economics
Holly Paton's Envision Financial Experience January 2001 - November 2002
Job Digital Marketing Specialist II at First West Credit Union
Industry Financial Services
Experience
First West Credit Union January 2008 - Present
First West Credit Union December 2002 - December 2007
Envision Financial January 2001 - November 2002
First Heritage Savings Credit Union September 1998 - December 2000
Skills
Marketing Communications, Direct Marketing, Social Media Marketing, Marketing Strategy, Banking, Online Advertising, Marketing, Internal Communications, Integrated Marketing, Strategic Planning, Financial Services, Analytics, Corporate Communications, Strategic Communications, Digital Marketing, Risk Management, Copywriting, Advertising
Education
British Columbia Institute of Technology 2014 — 2014
Applied Web Development Associate Certificate, Web Development and Design 2
British Columbia Institute of Technology 2014 — 2014
Applied Web Development Associate Certificate, Web Development and Design 1, 92%
Simon Fraser University 2011 — 2011
E-Marketing Certification
University of the Fraser Valley 2005 — 2011
BBA, Marketing
British Columbia Institute of Technology 2007 — 2007
Certificate, Writing for the Web
British Columbia Institute of Technology 2006 — 2006
Certificate, Adobe InDesign basic & advanced
British Columbia Institute of Technology 2006 — 2006
Certificate, Adobe Photoshop basic & advanced
Adobe On-Site Training 2011 — 2011
Adobe Site Catalyst Training, website analytics basic & advanced
First West Credit Union January 2008 - Present
First West Credit Union December 2002 - December 2007
Envision Financial January 2001 - November 2002
First Heritage Savings Credit Union September 1998 - December 2000
Skills
Marketing Communications, Direct Marketing, Social Media Marketing, Marketing Strategy, Banking, Online Advertising, Marketing, Internal Communications, Integrated Marketing, Strategic Planning, Financial Services, Analytics, Corporate Communications, Strategic Communications, Digital Marketing, Risk Management, Copywriting, Advertising
Education
British Columbia Institute of Technology 2014 — 2014
Applied Web Development Associate Certificate, Web Development and Design 2
British Columbia Institute of Technology 2014 — 2014
Applied Web Development Associate Certificate, Web Development and Design 1, 92%
Simon Fraser University 2011 — 2011
E-Marketing Certification
University of the Fraser Valley 2005 — 2011
BBA, Marketing
British Columbia Institute of Technology 2007 — 2007
Certificate, Writing for the Web
British Columbia Institute of Technology 2006 — 2006
Certificate, Adobe InDesign basic & advanced
British Columbia Institute of Technology 2006 — 2006
Certificate, Adobe Photoshop basic & advanced
Adobe On-Site Training 2011 — 2011
Adobe Site Catalyst Training, website analytics basic & advanced
Akane Awazu-Ayres's Envision Financial Experience 2001 - 2010
Job Manager, Marketing & Finance at Ayreborn AudioVideo Inc.
Industry Retail
Experience
Ayreborn Audio-Video Inc. July 2005 - Present
Envision Financial 2001 - 2010
Envision Financial 2006 - 2007
Skills
Coaching
Education
Simon Fraser University
BBA
Ayreborn Audio-Video Inc. July 2005 - Present
Envision Financial 2001 - 2010
Envision Financial 2006 - 2007
Skills
Coaching
Education
Simon Fraser University
BBA
Lynne Aldridge's Envision Financial Experience February 2011 - May 2012
Job Senior Business Partner Human Resources at Envision Financial/First West Credit Union
Industry Financial Services
Experience
Envision Financial/First West Credit Union May 2012 - Present
Envision Financial February 2011 - May 2012
Coast Capital Savings 1992 - 2009
Skills
Employee Engagement, Employee Relations, Performance Management, Management, Talent Management, Human Resources, Employee Benefits, Workforce Planning, Succession Planning, Talent Acquisition, HRIS, Coaching, Organizational...
Education
British Columbia Institute of Technology / BCIT
Envision Financial/First West Credit Union May 2012 - Present
Envision Financial February 2011 - May 2012
Coast Capital Savings 1992 - 2009
Skills
Employee Engagement, Employee Relations, Performance Management, Management, Talent Management, Human Resources, Employee Benefits, Workforce Planning, Succession Planning, Talent Acquisition, HRIS, Coaching, Organizational...
Education
British Columbia Institute of Technology / BCIT
Ashley Lillyman's Envision Financial Experience January 2009 - September 2009
Job Planning Assistant at the City of Burnaby, Planning Department
Industry Insurance
Experience
City of Burnaby October 2012 - Present
City of Burnaby October 2012 - Present
Signet Financial Group September 2009 - October 2012
Envision Financial January 2009 - September 2009
Moxie's Classic Grill May 2008 - September 2009
Starbucks August 2006 - August 2009
Skills
Customer Service, Teamwork, Office Administration, Microsoft Office, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Data Entry, Outlook, Human Resources, Event Management, Highly detail oriented, Employee Relations, Volunteer Management, Team Building, Social Networking, Networking, Supportive, Customer Satisfaction, Administrative..., Fundraising
Education
Kwantlen University College 2006 — 2012
BBA in Human Resources, Business Management
Delta Secondary School 2003 — 2006
High School Diploma
City of Burnaby October 2012 - Present
City of Burnaby October 2012 - Present
Signet Financial Group September 2009 - October 2012
Envision Financial January 2009 - September 2009
Moxie's Classic Grill May 2008 - September 2009
Starbucks August 2006 - August 2009
Skills
Customer Service, Teamwork, Office Administration, Microsoft Office, Event Planning, PowerPoint, Microsoft Excel, Microsoft Word, Data Entry, Outlook, Human Resources, Event Management, Highly detail oriented, Employee Relations, Volunteer Management, Team Building, Social Networking, Networking, Supportive, Customer Satisfaction, Administrative..., Fundraising
Education
Kwantlen University College 2006 — 2012
BBA in Human Resources, Business Management
Delta Secondary School 2003 — 2006
High School Diploma
Vic Mudhar, B.Comm, PMP's Envision Financial Experience April 2012 - October 2012
Job Producer, Business Technology & Innovation at First West Credit Union
Industry Information Technology and Services
Experience
First West Credit Union September 2014 - Present
First West Credit Union November 2012 - Present
First West Credit Union November 2012 - September 2014
BlackQuantum June 2009 - 2014
Envision Financial April 2012 - October 2012
Envision Financial 2010 - 2012
Skills
HTML, HTML 5, CSS, JavaScript, jQuery, Adobe Creative Suite, Project Management, MS Project, Basecamp, SDLC, Agile Project Management, Microsoft SQL Server, Relational Databases, MySQL, Quality Assurance, Atlassian JIRA, Test Scripts, Eclipse, Illustrator, Apache, PHP, Java, Linux, Mac OS X, Network Administration, Network Design, TeamViewer, Finance, Android, Windows, Windows Server, Silverlight, SharePoint, SaaS, Content Management, Filezilla, MAMP, Analytics, Online Advertising, Program Management, Software Project..., Requirements Analysis, Project Planning, Software Development
Education
PMI Project Management Institute 2013 — 2013
PMP Project Management Professional Designation, Project Management
University of Victoria 2011 — 2012
B.Comm, Information Systems Management
Thompson Rivers University 2008 — 2011
Information Systems Management
British Columbia Institute of Technology / BCIT 2005 — 2008
Finance and Financial Planning
First West Credit Union September 2014 - Present
First West Credit Union November 2012 - Present
First West Credit Union November 2012 - September 2014
BlackQuantum June 2009 - 2014
Envision Financial April 2012 - October 2012
Envision Financial 2010 - 2012
Skills
HTML, HTML 5, CSS, JavaScript, jQuery, Adobe Creative Suite, Project Management, MS Project, Basecamp, SDLC, Agile Project Management, Microsoft SQL Server, Relational Databases, MySQL, Quality Assurance, Atlassian JIRA, Test Scripts, Eclipse, Illustrator, Apache, PHP, Java, Linux, Mac OS X, Network Administration, Network Design, TeamViewer, Finance, Android, Windows, Windows Server, Silverlight, SharePoint, SaaS, Content Management, Filezilla, MAMP, Analytics, Online Advertising, Program Management, Software Project..., Requirements Analysis, Project Planning, Software Development
Education
PMI Project Management Institute 2013 — 2013
PMP Project Management Professional Designation, Project Management
University of Victoria 2011 — 2012
B.Comm, Information Systems Management
Thompson Rivers University 2008 — 2011
Information Systems Management
British Columbia Institute of Technology / BCIT 2005 — 2008
Finance and Financial Planning
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.