Excel Funds Management Inc.
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Excel Funds Management Inc. Employees
EY November 2013 - August 2014
Invokevoke Digital Solutions October 2011 - November 2013
Excel Funds Management Inc. February 2011 - September 2011
The Co-operators: TIC Travel Insurance February 2008 - February 2011
Ronald Douglas Technology Consulting November 2008 - December 2010
Giftlink & Co. Ltd. October 2005 - January 2008
Parliament of Canada September 2004 - September 2005
Skills
Email Marketing, Digital Marketing, Digital Strategy, Marketing Strategy, CRM, Strategy, SEO, Business Strategy, Direct Marketing, Lead Generation, Social Media, Entrepreneurship, E-commerce, Social Media Marketing, Business Analysis, Web Analytics, Online Advertising, B2B, Marketing, Leadership, Project Management, Google Analytics, Market Analysis, Marketing Management, Online Marketing, Web Project Management, Agile Project Management, Competitive Analysis, Certified Scrum Master..., Web Strategy, SEO copywriting, Customer Insight, Demand Generation, Inbound Marketing, Marketing Automation, Marketing Communications, Strategy Development, Software Project..., User Stories, Eloqua, Pardot, HubSpot, SDLC, Vendor Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, Salesforce.com, JIRA, Concur
Education
University of Toronto 2009 — 2009
Foundations of Business Analysis, Business Analysis
University of Toronto 2008 — 2009
Certificate, Project Managment
Trent University 2000 — 2004
Bachelor’s Degree, Business Administration, Philosophy
King's-Edgehill 1998 — 2000
High School, General Studies
National Bank Direct Brokerage October 2013 - Present
Excel Funds Management Inc. September 2012 - September 2013
Financière Sun Life January 2011 - August 2012
CIBC 2006 - 2011
RBC 2000 - 2006
Skills
Team Management, Team Building, Account Management, Sales Management, Investment Strategies, Organizational..., Social Networking, Banking, Negotiation, Wealth Management, Financial Advisory, Mutual Funds, Investments, Strategic Financial..., Retirement Planning, Asset Managment, Portfolio Management, Financial Services, Relationship Management, Investment Advisory, Retirement, Securities, New Business Development, Financial Markets, Coaching, Emerging Markets, Leadership, Business Communications, Wealth Management..., Investment Management, Management, Asset Allocation, Finance, Recruiting, Equities, Sales, Fixed Income, Insurance, Risk Management, Mortgage Lending, Financial Analysis, Marketing, Alternative Investments, Credit, Capital Markets, Wealth, Bonds, Life Insurance, Business Development, Financial Planners
Education
Concordia University
Bachelor Of Arts & Science, Economics
Dawson College 1997 — 2000
International Busines Studies
Excel Funds Management Inc. March 2013 - Present
Bell November 2012 - March 2013
MattSantos.ca January 2002 - March 2013
Final Imprint January 2009 - January 2010
Skills
Typography, Logo Design, Illustration, Layout, Posters, Corporate Identity, Graphic Design, Illustrator, InDesign, Adobe Creative Suite, Digital Illustration, Vector Illustration, Art Direction, Brochures, Visual Communication, Team Leadership, File Management, Advertising, Design logos, Photography, Photo Editor, Photoshop, Dreamweaver, Graphics, Stationery, Pre-press, Image Editing, Image Manipulation, PowerPoint, Microsoft Excel, Microsoft Word, Keynote, Press Releases, Email Marketing, Web Design, Mac, Adobe Acrobat, Corporate Branding, Flash, Branding, Business Cards, Creative Direction, Digital Photography, Motion Graphics, After Effects, Storyboarding, Banners, Packaging, Adobe Fireworks, Creative Strategy
Education
Toronto Film School 2011 — 2012
Graphic Design and Interactive Media Diploma, Graphic Design and Interactive Media
Phoenix Print Shop 2005 — 2005
Print Foundations diploma, Printing and Pre-Press
St. Patrick's Secondary
High School Diploma
Quadrangle Architects September 2013 - Present
Quadrangle Architects June 2013 - August 2013
Excel Funds Management Inc. June 2012 - December 2012
CGI Group Inc. - Financial Services Banking and Consulting May 2011 - September 2011
Skills
SketchUp, Adobe Creative Suite, Wireframes, Architecture, Graphic Design, Accessibility, Universal Design, Inclusive Design, AutoCAD Architecture, Revit, Rhino 3D, 3ds Max, Illustrator, Design Research, Architectural Design, Space planning, Sketching, Architectures, Space Planning
Education
OCAD University 2010 — 2014
Bachelor of Design, Environmental Design
Wilfrid Laurier University 2007 — 2010
Excel Funds Management Inc. December 2013 - Present
Steelhead Society of British Columbia November 2008 - Present
Malinka Financial (Assante) April 2011 - September 2013
AGF Investments May 2007 - April 2011
Gowlland Harbour Resort & Conference Centre April 2005 - May 2007
Peregrine Lodge May 2002 - September 2004
Skills
Insurance, Investments, Tax, Employee Benefits, Mutual Funds, Investment Strategies, Management, Wealth Management, Sales, Financial Services, Financial Advisory, Investment Advisory, Retirement Planning, Asset Management, Asset Allocation
Education
Canadian Securities Institute 2012 — 2014
Certified Financial Planner, Financial Planning
Canadian Securities Institute 2011 — 2012
Insurance License
Canadian Securities Institute 2008 — 2010
CIM, Investment Management
The University of British Columbia 1999 — 2004
B.A., English & Economics
Horizons ETFs September 2012 - Present
Excel Funds Management Inc. March 2010 - September 2012
Standard Life 2006 - 2009
National Bank of Canada 2002 - 2005
Dundee Wealth 1999 - 2002
CIBC World Markets 1996 - 1999
Skills
Fluently speaking and..., Asset Managment, Business Development, Business Relationship..., Wealth Management, Investment product..., Sales Management, Strategic Partnerships
Education
CSI Global 1995 — 2014
PDO,Branch Manager,Professional Financial Planinng,CSC,RR, CIM underway
Université Laval 1987 — 1990
Bachelor's degree, Labor and Industrial Relations
Staffix Professional Staffing February 2015 - Present
Advisorassistant.ca 2010 - Present
Eroc Professional Recruitment May 2013 - January 2014
Elby Professional Recruitment May 2010 - May 2013
Desjardins Financial Security 2008 - May 2010
Excel Funds Management Inc. 2006 - 2008
Sentry Select Capital Corp. 2004 - 2006
Franklin Templeton Investments January 2002 - January 2004
Investment Planning Counsel 2000 - 2002
Skills
Recruiting, Talent Acquisition, Leadership, Executive Search, Talent Management, Financial Services, Investments, Human Resources, Insurance, Sales, Hiring, Wealth Management, Technical Recruiting, Building Relationships, New Business Development, Banking, Team Building, Sales Management, Portfolio Management, Accounting, Contract Recruitment, Coaching, Financial Planning, Sourcing, Social Media, Investment Advisory, Risk Management, Recruitment Advertising, Investment Strategies, College Recruiting, Social Networking, Succession Planning, Asset Management, Investment Banking, Sales Recruitment, Employee Hiring, Financial Markets, Sales Trainings, Recruitment/Retention, Headhunting, Head Hunter, Toronto, Ontario, Full-cycle Recruiting, Job Search, Job Search Strategies, Credit Unions, Partner Recruitment, Financial Services..., Resume Writing
Education
Sheridan College 1993 — 1996
Business Administration- Finance Diploma, David Campus
High School 1988 — 1992
Franklin Templeton Investments January 2007 - May 2009
Excel Funds Management Inc. March 2005 - January 2007
Bank of Montreal January 2003 - August 2004
Bank of Montreal February 2001 - January 2003
Bank of Montreal February 2000 - February 2001
Bank of Montreal August 1998 - February 2000
Skills
Marketing, Advertising, Marketing Communications, CRM, Marketing Strategy, Sales
Education
George Brown College 2004 — 2005
Post Graduate Certificate, Business Marketing Analysis
University of Guelph 1995 — 1999
B.A., Sociology
NEI Investments March 2014 - Present
Excel Funds Management Inc. September 2011 - March 2014
Excel Funds Management Inc. 2011 - 2011
McLean Budden May 2005 - December 2010
McLean Budden May 2000 - December 2010
BMO Nesbitt Burns May 1998 - May 2000
Skills
Mutual Funds, Securities, Investment Management, Equities, Trading, Due Diligence, Strategic Planning, AML, Finance, Financial Risk, Investments, Wealth Management, Team Building, Analysis, Financial Services, Fixed Income, Investment Advisory, Asset Management, Investment Strategies, Hedge Funds, Capital Markets, Alternative Investments, Asset Allocation, FINRA, Portfolio Management, Financial Markets, ETFs
Education
Laurentian University/Université Laurentienne 1991 — 1996
Bachelor of Arts
MSS
Excel Funds Management Inc. November 2013 - Present
FX Treasury & Cross Border Payment project March 2013 - November 2013
OANDA Corporation December 2010 - March 2013
The Asian Banker April 2008 - December 2010
Paradata Systems Inc. December 1999 - December 2003
T.A.B International, The Asian Banker January 1999 - October 2000
Yeu Tyan Group December 1991 - March 1997
Air Marrel America (Bennes Marrel) 1987 - 1991
Skills
Financial Services, Electronic Trading, FX trading, FX Options, Currency, Capital Markets, Business Development, online marketing, Internet, Account Management, Payments, Emerging Payments, SWIFT payments, Electronic Payments, e-commerce, Consultative Sales..., Sales&Marketing, B2B Marketing Strategy, Internetworking, Internet Software, Relationship-building..., Strategic Alliances, Affiliate Networks, E-commerce, Team Building, Derivatives, Options, Financial Markets, Online Marketing, Trading, Trading Strategies, Trading Systems, Technical Analysis, Commodity, Equities, Investment Banking, Hedge Funds, Hedging, Alternative Investments, Investments, Foreign Exchange, Banking
Education
National University of Singapore 1996 — 1998
Master's degree
University College Dublin 1993 — 1995
Bachelor
St. Clare's Hall, Oxford 1980 — 1982
International Baccalaureate
United World College
Invis 2007 - 2015
Excel Funds Management Inc. 2007 - 2008
National Bank of Canada (formerly Altamira Investment Services Inc.) 2006 - 2007
Sun Life Financial 2004 - 2005
Sun Life Financial 2003 - 2004
AGF Management Limited 1999 - 2003
Skills
Sales&Marketing, Relationship-building..., Client-centric, Business Development, Mutual Funds, Financial Services, Goal-driven leader, Entrepreneurship, Mortgage Brokers, Financial Advisory, Consulting, Networking, Team Building, Business Strategy Design, Training, Investments, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Microsoft Office, Customer Service, Lead Generation, New Business Development, Social Media, Residential Mortgages, Mortgage Marketing, Mortgage Lending, Retirement, Sales, Relationship Management, Real Estate Financing, Refinance, Savings, Investment Strategies, Strategic Financial..., Wealth Management, Retirement Planning, Leadership, Asset Management, Wealth, CRM, Selling, Debt Consolidation, Loans, Financial Planning, Relationship Building
Education
OREA Real Estate College 2014 — 2015
The Salesperson Registration Education Program
REMIC (Real Estate and Mortgage Institute of Canada 2013 — 2013
REMIC Mortgage Agent Course (RMAC)
Canadian Securities Institute 2012 — 2013
Canadian Insurance Course (CIC) - LLQP
Canadian Securities Institute 2011 — 2011
Conduct and Practices Handbook Course (CPH)
Canadian Securities Institute 2011 — 2011
Canadian Securities Course (CSC)
Canadian Securities Institute 2010 — 2010
Investment Funds in Canada (IFIC)
Seneca College of Applied Arts and Technology 2008 — 2008
Mortgage Agent Program
The Institute of Canadian Bankers 2006 — 2006
Investment Funds in Canada (IFIC)
Canadian Securities Institute 2002 — 2002
Conduct and Practices Handbook Course (CPH)
Canadian Securities Institute 1999 — 2001
Canadian Securities Course (CSC)
Hudson's Bay Company March 2015 - Present
Match Marketing Group April 2014 - December 2014
Sheridan August 2013 - December 2013
Excel Funds Management Inc. September 2012 - December 2012
Skills
Bloomberg, Capital IQ, Microsoft Word, Microsoft Excel, PowerPoint, Harmony, Recruitment Advertising, Compensation & Benefit, Payroll, Occupational Health, WHMIS, Hay Job Evaluation, PeopleSoft Financial, iCIMS, Outlook, Time Management, Recruiting, Teamwork, Leadership, Microsoft Office, Customer Service, Interviews, Team Leadership, Financial Analysis, Management, Applicant Tracking..., Human Resources
Education
Schulich School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Accounting and Strategic Management
Sheridan College 2013 — 2013
Post Graduate Human Resource Certificate, Human Resource Management
Excel Funds Management Inc. October 2010 - Present
Orlando Corporation June 2008 - June 2009
State Street Corporation November 2005 - May 2008
Biltrite Industries March 2005 - November 2005
Skills
Accounting, Financial Analysis, Pivot Tables, Variance Analysis, Financial Modeling, Cash Flow, Fund Accounting, Strategic Financial..., Mutual Funds, Corporate Accounting, Accounts Payable, Financial Statements, Financial Accounting, Account Reconciliation, Auditing, Corporate Finance
Education
Certified General Accountant, Ontario
CGA
Canadian Securities Institute 2006 — 2006
Canadian Securities Course
Humber College 2003 — 2005
Diploma with Honors, Accounting
Huazhong University of Science and Technology, China 1997 — 1999
Master's degree, Economics
Hubei University, China 1990 — 1994
Bachelor of Arts (BA)
Konica Minolta Business Solutions Canada April 2015 - Present
Konica Minolta Business Solutions Canada April 2014 - April 2015
Konica Minolta Business Solutions Canada April 2013 - April 2014
Konica Minolta Business Solutions Canada May 2012 - April 2013
Excel Funds Management Inc. May 2011 - September 2011
Air Canada May 2009 - May 2010
Education
McMaster University 2008 — 2012
Honours Bachelor of Commerce
Excel Funds Management Inc. April 2015 - September 2015
Ralph Lauren July 2013 - February 2015
Skills
Sales, Customer Service, Leadership, Microsoft Office, Retail, PowerPoint, Management, Strategic Planning, Marketing, Social Media, Time Management, Teamwork, Sales Force, Microsoft Excel, Microsoft Word, Event Planning, Communication, Social Networking, Research, Inventory Management
Education
Sheridan College 2015 — 2017
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bishop Reding Secondary School 2009 — 2013
DJ Durnin Enterprises March 2015 - Present
Desjardins Financial Security Life Assurance Company December 2013 - March 2015
Excel Funds Management Inc. January 2012 - June 2012
Credential Financial Inc. July 2007 - September 2011
Pattison Sign Group September 2003 - January 2006
Durnin Financial and Insurances Services Ltd. June 1990 - September 2003
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Advisory, Strategic Financial..., Securities, Portfolio Management, Estate Planning, Asset Managment, Investment Strategies, Sales Management, New Business Development, Risk Management, Insurance, Strategic Planning, Coaching, Equities, Financial Services, Business Development, Financial Advisory, Retirement, Wealth Management..., Asset Management, Financial Planners, Asset Allocation, Relationship Management, Fixed Annuities, Investment Management, Wealth, Mortgage Lending, Life Insurance, Disability Insurance, Banking, Credit, Fixed Income, Financial Planning, Management, Sales, Customer Service, Business Strategy, Leadership, Practice Management, Business Planning, Team Building, Financial Analysis, Finance, Marketing Strategy, Strategy
Education
University of Manitoba
BA, Psychology
SSQ Groupe financier Financial Group May 2015 - Present
SSQ Groupe financier Financial Group March 2013 - Present
Excel Funds Management Inc. October 2011 - March 2013
Bank of Montreal January 2010 - September 2011
Edward Jones May 2007 - November 2009
Brock MBA Business Consulting May 2006 - June 2007
Results Management 2002 - 2005
Skills
Financial Planning, Portfolio Management, Coaching, Investments, Succession Planning, Strategic Financial..., Retirement Planning, Relationship Management, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Recruiting, Employee Benefits, Training, Management, Leadership, Employee Training, Change Management
Education
CHRP 2013 — 2015
CHRP Candidate, Human Resources Management and Services
Langevin 2011 — 2011
Certificate, Instructional Design
Securities Designations 2007 — 2007
CSC, CPH, LLQP & WME, Financial Markets
Brock University 2005 — 2007
MBA, Finance
Concordia University 2002 — 2005
Bachelors, Political Science, History and International Business
Marianopolis College 2000 — 2002
DEC, Social Sciences
Selwyn House School 1997 — 2000
High School
Excel Funds Management Inc. September 2014 - Present
CI Investments Inc. February 2013 - August 2014
Maven Investor February 2013 - September 2013
Mackenzie Investments December 2011 - September 2012
Guy Carpenter April 2010 - August 2010
Skills
Excel, Microsoft Office, Problem Solving, Business Analysis, Strategic Planning, Bilingual, Security Analysis, Fixed I, Fixed Income Products, Equity Research, Derivatives, Exotic Derivatives, Finance, Investments, Financial Analysis, Analysis, Mutual Funds, Research, Teamwork, Management
Education
Carleton University 2009 — 2010
MBA, Finance
Carleton University 2003 — 2007
B.Math, Mathematics
Excel Funds Management Inc. September 2015 - Present
Cegep John Abbott College 2009 - Present
Laurentian Bank Securities June 2010 - August 2015
Manulife Financial 2006 - 2010
BMO Financial Group 2000 - 2006
Education
Concordia University
Bachelor of Arts (B.A.), Canadian Studies
Vanier College
Excel Funds Management Inc. July 2013 - Present
Marquest Asset Management September 2011 - April 2013
Bank of Nova Scotia May 2011 - August 2011
Bank of Nova Scotia January 2010 - May 2011
Maple Leaf Foods January 2008 - June 2010
Caged Angel Films August 2009 - December 2009
Skills
Accounting, Financial Reporting, Customer Service, Microsoft Excel, Portfolio Management, Analysis, Project Management, Financial Analysis, Financial Modeling, Investments, Finance, Mutual Funds, Financial Accounting, Microsoft Office, Financial Planning, Account Reconciliation
Education
University of Toronto Mississauga 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting and Finance Specialist and Economics Minor
Humber College 2009 — 2009
Postgraduate, Project Management
Canadian Securities Institute
HDI Trillium Chapter September 2010 - Present
ThinkITSM Corp. July 2008 - Present
Excel Funds Management Inc. September 2005 - June 2008
Education
George Brown College 2005 — 2005
Post Graduate Degree, Database Marketing
University of Waterloo 1999 — 2004
BA, Economics/Human Resources
Alphalink Investment Partners Inc July 2015 - Present
Excel Funds Management Inc February 2015 - Present
Alphalink Investment Partners Inc January 2009 - January 2015
Excel 2015 - 2015
Excel 2015 - 2015
Scotia Capital 2010 - 2011
AIMA 2007 - 2011
BluMont Capital 2003 - 2008
CIBC Wood Gundy 1996 - 2003
Education
Castleton University 1985 — 1989
BS
TD Wealth Management 2014 - Present
Excel Funds Management Inc. 2011 - 2014
CIBC Wealth Management 2006 - 2011
Berkshire Group 2002 - 2006
Skills
Financial Markets, Mutual Funds, Capital Markets, LBO, Analysis, Financial Modeling, Asset Management, DCF, Mergers, Investments, Equities, Wealth Management, Relationship Management, Financial Services, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Investor Relations, Mergers & Acquisitions
Education
Athabasca University 2011 — 2014
Master of Business Administration (M.B.A.)
Investment Banking Institute
McGill University 1997 — 2001
B.A, Industrial Relations, Humanistic Studies
Sun Life Global Investments November 2011 - Present
Excel Funds Management Inc. March 2010 - August 2011
Skills
Mutual Funds, Wealth Management, Investments, Investment Strategies, Relationship Management, Strategic Financial...
Education
Ryerson University
Bachelor of Commerce (BCom), Business/Commerce, Finance
Excel Funds Management Inc. September 2015 - Present
Cambridge Associates April 2014 - August 2015
Advantage Data September 2011 - April 2014
Bank of America November 2010 - August 2011
JPMorgan Chase & Co April 2010 - August 2010
LighterLife October 2009 - March 2010
Education
Bentley University 2006 — 2009
Bachelor of Science, Finance