FaithLife Financial
Description
Address: 300-470 Weber St N, Waterloo, ON N2L 6J2, Canada Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMFriday8:30AM–4:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Ontario Phone: +1 519-886-4610Place name: : : : : Category: : : Website: Website: http://www.faithlifefinancial.ca/ Category: Insurance company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?
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FaithLife Financial Employees
Employee
Years
Job
Industry
Helena Devries Helena Devries's FaithLife Financial Experience April 2006 - Present
Job Advisor Business Consultant at SunLife Financial
Industry Financial Services
Experience
SunLife Financial March 2014 - Present
FaithLife Financial April 2006 - Present
Sun Life Financial October 2003 - October 2006
Sun LIfe Financial October 2002 - October 2006
Skills
Critical Illness, Disability Insurance, Brokers, Retirement Planning, Insurance, Wealth, Recruiting, Asset Management, Term Life Insurance, Investment Advisory, Employee Training, Employee Benefits, Onboarding, Succession Planning, Strategic Financial..., Change Management, Estate Planning, Training, Financial Planners, Health Insurance, Financial Advisory, Life Insurance, Underwriting, Sales, Long Term Care Insurance, Mentoring, Mutual Funds, Fixed Annuities, Wealth Management, Investment Strategies, Public Speaking, Retirement, Savings, Problem Solving, Investments, Long-term Care, Financial Services, Mortgage Lending, Small Business, Accident, 401k, Coaching, Asset Allocation, Protection, Leadership Development, Talent Management, Team Leadership, Relationship Management, Benefits Administration, Personal Finance
Education
Conestoga College 1972 — 1974
Registered Nurse, Science
Connestoga College
Registered Nursing/Registered Nurse
SunLife Financial March 2014 - Present
FaithLife Financial April 2006 - Present
Sun Life Financial October 2003 - October 2006
Sun LIfe Financial October 2002 - October 2006
Skills
Critical Illness, Disability Insurance, Brokers, Retirement Planning, Insurance, Wealth, Recruiting, Asset Management, Term Life Insurance, Investment Advisory, Employee Training, Employee Benefits, Onboarding, Succession Planning, Strategic Financial..., Change Management, Estate Planning, Training, Financial Planners, Health Insurance, Financial Advisory, Life Insurance, Underwriting, Sales, Long Term Care Insurance, Mentoring, Mutual Funds, Fixed Annuities, Wealth Management, Investment Strategies, Public Speaking, Retirement, Savings, Problem Solving, Investments, Long-term Care, Financial Services, Mortgage Lending, Small Business, Accident, 401k, Coaching, Asset Allocation, Protection, Leadership Development, Talent Management, Team Leadership, Relationship Management, Benefits Administration, Personal Finance
Education
Conestoga College 1972 — 1974
Registered Nurse, Science
Connestoga College
Registered Nursing/Registered Nurse
Bruce Ratzlaff MBA Bruce Ratzlaff MBA's FaithLife Financial Experience February 2015 - Present
Job Board Director. Management Consultant.
Industry Management Consulting
Experience
FaithLife Financial February 2015 - Present
Rifco Inc July 2011 - Present
Ventures Consulting January 2011 - Present
CBWC Foundation September 2012 - July 2014
Bank West November 2008 - December 2010
Western Life Assurance Company January 2004 - December 2008
Federated Insurance Company of Canada 1980 - 1995
Skills
Strategic Planning, Corporate Finance, Risk Management, Business Planning, Corporate turn-around, Asset Management, Personal Coaching, Leadership, Portfolio Management, Business Development, Business Strategy, Mentoring, Governance, Leadership Development, Project Management, Strategy, Management Consulting
Education
Athabasca University 1998 — 2001
MBA, Business Mangement
Bassano, Alberta 1960 — 1971
FaithLife Financial February 2015 - Present
Rifco Inc July 2011 - Present
Ventures Consulting January 2011 - Present
CBWC Foundation September 2012 - July 2014
Bank West November 2008 - December 2010
Western Life Assurance Company January 2004 - December 2008
Federated Insurance Company of Canada 1980 - 1995
Skills
Strategic Planning, Corporate Finance, Risk Management, Business Planning, Corporate turn-around, Asset Management, Personal Coaching, Leadership, Portfolio Management, Business Development, Business Strategy, Mentoring, Governance, Leadership Development, Project Management, Strategy, Management Consulting
Education
Athabasca University 1998 — 2001
MBA, Business Mangement
Bassano, Alberta 1960 — 1971
Shelly Kraft Shelly Kraft's FaithLife Financial Experience July 2006 - August 2007
Job Senior Communications Consultant at Agricorp
Industry Public Relations and Communications
Experience
Agricorp October 2014 - Present
Agricorp December 2012 - October 2014
Agricorp November 2010 - November 2012
Manulife Financial October 2007 - February 2010
FaithLife Financial July 2006 - August 2007
Addictions Ontario April 2004 - May 2006
Skills
Internal Communications, Communications Planning, Corporate Communications, Marketing Communications, Strategic Communications, Media Relations, Event Planning, Event Management, Public Relations, Press Releases, Crisis Communications, Public Speaking, Copywriting, Newsletters
Education
Conestoga College
Print Journalism
Sheridan College
Corporate Communications
Agricorp October 2014 - Present
Agricorp December 2012 - October 2014
Agricorp November 2010 - November 2012
Manulife Financial October 2007 - February 2010
FaithLife Financial July 2006 - August 2007
Addictions Ontario April 2004 - May 2006
Skills
Internal Communications, Communications Planning, Corporate Communications, Marketing Communications, Strategic Communications, Media Relations, Event Planning, Event Management, Public Relations, Press Releases, Crisis Communications, Public Speaking, Copywriting, Newsletters
Education
Conestoga College
Print Journalism
Sheridan College
Corporate Communications
Julie Halgren Julie Halgren's FaithLife Financial Experience February 2012 - Present
Job Director, Long Term Development, at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial November 2012 - Present
Que Tal Spanish Language Program August 2012 - Present
FaithLife Financial February 2012 - Present
Thrivent Financial for Lutherans October 2002 - November 2012
FICO 1992 - 2002
Skills
Permanent Life Insurance, Disability Insurance, Annuities, Medicare Supplement..., Long-term Care Insurance, Project Management, Forecasting, Marketing Budget, Strategic Planning, Delivering Results, Leadership, Team Management, Accountability, Continuous Improvement, Series 7, Chartered Life..., Fixed Annuities, Leadership Development, Marketing, Professional Mentoring, Insurance, Long-term Care, Strategy, Business Strategy, Cross-functional Team..., Process Improvement, Financial Services
Education
Luther College 1983 — 1987
Bachelor of Arts (B.A.), Marketing/Finance
Thrivent Financial November 2012 - Present
Que Tal Spanish Language Program August 2012 - Present
FaithLife Financial February 2012 - Present
Thrivent Financial for Lutherans October 2002 - November 2012
FICO 1992 - 2002
Skills
Permanent Life Insurance, Disability Insurance, Annuities, Medicare Supplement..., Long-term Care Insurance, Project Management, Forecasting, Marketing Budget, Strategic Planning, Delivering Results, Leadership, Team Management, Accountability, Continuous Improvement, Series 7, Chartered Life..., Fixed Annuities, Leadership Development, Marketing, Professional Mentoring, Insurance, Long-term Care, Strategy, Business Strategy, Cross-functional Team..., Process Improvement, Financial Services
Education
Luther College 1983 — 1987
Bachelor of Arts (B.A.), Marketing/Finance
Vesselina Kabranova Vesselina Kabranova's FaithLife Financial Experience July 2012 - July 2014
Job Accountant at Care2
Industry Accounting
Experience
Securematics, Inc. August 2015 - September 2015
Google July 2015 - July 2015
FaithLife Financial July 2012 - July 2014
OpenText July 2011 - July 2012
Open Text March 2009 - June 2011
Sun Life Financial September 2007 - March 2009
Sun Life Financial July 2006 - August 2007
Sun Life Financial March 2005 - June 2006
Sun Life Assurance Company of Canada January 2005 - March 2005
Printbridge Inc April 2003 - May 2004
Skills
Internal Controls, Revenue Recognition, Financial Analysis, Great Plains Software, Variance Analysis, Financial Reporting, Accounting, Internal Audit, General Ledger, Financial Accounting, US GAAP, Cost Accounting, Account Reconciliation, SEC filings, IFRS, Cash Flow, Leadership, Accruals, SOX Compliancy, Financial Audits, Strategic Financial..., Fixed Assets, Teamwork, SAP, Data Analysis, ESL, Coaching, Leadership Development, GAAP, Superior Communications..., People Skills, Lean Process Improvement, Data Migration, Acquisition Integration, Work Ethic, Presentations, Technical Writing, Business Writing
Education
University of Waterloo
Oxford Seminars
Accounting and Finance
CPA Courses and Professional Development
Willis College
Diploma (With High Honors)
Technical University Sofia
Certificate
Sofia University St. Kliment Ohridski 1987 — 1992
Bachelor’s Degree
Securematics, Inc. August 2015 - September 2015
Google July 2015 - July 2015
FaithLife Financial July 2012 - July 2014
OpenText July 2011 - July 2012
Open Text March 2009 - June 2011
Sun Life Financial September 2007 - March 2009
Sun Life Financial July 2006 - August 2007
Sun Life Financial March 2005 - June 2006
Sun Life Assurance Company of Canada January 2005 - March 2005
Printbridge Inc April 2003 - May 2004
Skills
Internal Controls, Revenue Recognition, Financial Analysis, Great Plains Software, Variance Analysis, Financial Reporting, Accounting, Internal Audit, General Ledger, Financial Accounting, US GAAP, Cost Accounting, Account Reconciliation, SEC filings, IFRS, Cash Flow, Leadership, Accruals, SOX Compliancy, Financial Audits, Strategic Financial..., Fixed Assets, Teamwork, SAP, Data Analysis, ESL, Coaching, Leadership Development, GAAP, Superior Communications..., People Skills, Lean Process Improvement, Data Migration, Acquisition Integration, Work Ethic, Presentations, Technical Writing, Business Writing
Education
University of Waterloo
Oxford Seminars
Accounting and Finance
CPA Courses and Professional Development
Willis College
Diploma (With High Honors)
Technical University Sofia
Certificate
Sofia University St. Kliment Ohridski 1987 — 1992
Bachelor’s Degree
Janet Johnson Janet Johnson's FaithLife Financial Experience December 2005 - October 2008
Job Vice President, Donor Development, World Vision Canada
Industry Nonprofit Organization Management
Experience
World Vision Canada April 2010 - Present
World Vision Canada November 2008 - April 2010
FaithLife Financial December 2005 - October 2008
Sun Life Financial 2003 - 2005
Clarica Financial Services/Sun Life Financial 2001 - 2003
Clarica Financial Services/Sun Life Financial 1999 - 2001
Clarica Financial Services/Sun Life Financial 1997 - 1999
Mutual Group/Clarica Financial Services/Sun Life Financial 1995 - 1997
Mutual Group/Clarica Financial Services/Sun Life Financial 1991 - 1995
Skills
Leadership Development, Fundraising, Marketing, Business Development, Performance Management, Strategy, Training, Marketing Communications, Analysis, Strategic Planning, Management, Human Resources, Organizational..., Sales, Budgets, Event Management, Change Management, Leadership, Social Networking, Nonprofits, Business Strategy, Employee Relations, Program Management, Coaching, Recruiting, Team Building, Workshop Facilitation, Team Leadership, Employee Engagement, Executive Coaching, Policy, Talent Management, Public Speaking, Building Relationships, Friendly Personality, Operational Excellence, Passion for Helping...
Education
Edinburgh Napier University 2015 — 2017
Master of Business Administration (MBA), Leadership & Innovation
Arrow Executive Leadership Program 2010 — 2011
Organizational Leadership
University of Toronto - Rotman School of Management 2007 — 2008
Advanced HR Management Certificate, Human Resources
Wilfrid Laurier University 1987 — 1991
BBA, Business, Accounting, Finance
World Vision Canada April 2010 - Present
World Vision Canada November 2008 - April 2010
FaithLife Financial December 2005 - October 2008
Sun Life Financial 2003 - 2005
Clarica Financial Services/Sun Life Financial 2001 - 2003
Clarica Financial Services/Sun Life Financial 1999 - 2001
Clarica Financial Services/Sun Life Financial 1997 - 1999
Mutual Group/Clarica Financial Services/Sun Life Financial 1995 - 1997
Mutual Group/Clarica Financial Services/Sun Life Financial 1991 - 1995
Skills
Leadership Development, Fundraising, Marketing, Business Development, Performance Management, Strategy, Training, Marketing Communications, Analysis, Strategic Planning, Management, Human Resources, Organizational..., Sales, Budgets, Event Management, Change Management, Leadership, Social Networking, Nonprofits, Business Strategy, Employee Relations, Program Management, Coaching, Recruiting, Team Building, Workshop Facilitation, Team Leadership, Employee Engagement, Executive Coaching, Policy, Talent Management, Public Speaking, Building Relationships, Friendly Personality, Operational Excellence, Passion for Helping...
Education
Edinburgh Napier University 2015 — 2017
Master of Business Administration (MBA), Leadership & Innovation
Arrow Executive Leadership Program 2010 — 2011
Organizational Leadership
University of Toronto - Rotman School of Management 2007 — 2008
Advanced HR Management Certificate, Human Resources
Wilfrid Laurier University 1987 — 1991
BBA, Business, Accounting, Finance
Kaitlin Kubassek Kaitlin Kubassek's FaithLife Financial Experience May 2014 - September 2015
Job Student
Industry Retail
Experience
Studio So Lara September 2015 - Present
FaithLife Financial May 2014 - September 2015
FaithLife Financial January 2013 - May 2014
Thaens Family August 2012 - November 2012
RKD Web Studios July 2011 - July 2012
Boston Pizza November 2006 - July 2012
Conestoga College Institute of Technology and Advanced Learning February 2010 - April 2010
Skills
Graphic Design, Advertising, Social Media, Customer Relations, Public Speaking, Event Planning, Web Design, Customer Service, Blogging, Copywriting, Newsletters, Email Marketing, Press Releases, Public Relations, Marketing Communications, Marketing, Leadership
Education
Voila Institute of Hair Design
Hair Styling
Conestoga College 2008 — 2010
Advertising, Honours
Servant Leadership Institute 2007 — 2008
Certificate Program, Leadership
Studio So Lara September 2015 - Present
FaithLife Financial May 2014 - September 2015
FaithLife Financial January 2013 - May 2014
Thaens Family August 2012 - November 2012
RKD Web Studios July 2011 - July 2012
Boston Pizza November 2006 - July 2012
Conestoga College Institute of Technology and Advanced Learning February 2010 - April 2010
Skills
Graphic Design, Advertising, Social Media, Customer Relations, Public Speaking, Event Planning, Web Design, Customer Service, Blogging, Copywriting, Newsletters, Email Marketing, Press Releases, Public Relations, Marketing Communications, Marketing, Leadership
Education
Voila Institute of Hair Design
Hair Styling
Conestoga College 2008 — 2010
Advertising, Honours
Servant Leadership Institute 2007 — 2008
Certificate Program, Leadership
Kathleen Sydney Kathleen Sydney's FaithLife Financial Experience April 2014 - September 2015
Job MSW Student at University of Toronto, RSW, Marketing & Communications Professional
Industry Civic & Social Organization
Experience
FaithLife Financial April 2014 - September 2015
Canadian Urban Institute August 2013 - February 2014
FaithLife Financial January 2012 - July 2013
KW Counselling Services September 2012 - June 2013
Colour October 2010 - October 2011
E3 Online Marketing August 2008 - October 2010
Ryerson University 2007 - 2008
Ryerson University 2007 - 2007
Skills
Marketing Communications, Social Media Marketing, Social Media, Email Marketing, Corporate Communications, Digital Marketing, Event Planning, Media Relations, Brand Development, Social Networking, Marketing, Strategic Communications, Online Marketing, Blogging, Copywriting, Facebook, Communications Planning, Nonprofits, Press Releases, Direct Marketing, Digital Strategy, Online Advertising, Corporate Branding, Strategic Planning, Sponsorship, Public Speaking, Advertising, Team Leadership, Leadership, Public Relations, Event Management, Integrated Marketing, WordPress, Marketing Strategy, Fundraising, Google Analytics, Creative Writing, Community Development, SEO, Creative Strategy, Capacity Building, Capacity Development, Capacity Assessment, Social Entrepreneurship, Proposal Writing, Project Management
Education
University of Toronto 2015 — 2016
Master of Social Work (M.S.W.), Social Justice and Diversity
University of Waterloo 2012 — 2013
Honours Bachelor of Social Work
Ryerson University 2003 — 2007
Bachelor of Arts, Arts & Contemporary Studies, Minor in Marketing
FaithLife Financial April 2014 - September 2015
Canadian Urban Institute August 2013 - February 2014
FaithLife Financial January 2012 - July 2013
KW Counselling Services September 2012 - June 2013
Colour October 2010 - October 2011
E3 Online Marketing August 2008 - October 2010
Ryerson University 2007 - 2008
Ryerson University 2007 - 2007
Skills
Marketing Communications, Social Media Marketing, Social Media, Email Marketing, Corporate Communications, Digital Marketing, Event Planning, Media Relations, Brand Development, Social Networking, Marketing, Strategic Communications, Online Marketing, Blogging, Copywriting, Facebook, Communications Planning, Nonprofits, Press Releases, Direct Marketing, Digital Strategy, Online Advertising, Corporate Branding, Strategic Planning, Sponsorship, Public Speaking, Advertising, Team Leadership, Leadership, Public Relations, Event Management, Integrated Marketing, WordPress, Marketing Strategy, Fundraising, Google Analytics, Creative Writing, Community Development, SEO, Creative Strategy, Capacity Building, Capacity Development, Capacity Assessment, Social Entrepreneurship, Proposal Writing, Project Management
Education
University of Toronto 2015 — 2016
Master of Social Work (M.S.W.), Social Justice and Diversity
University of Waterloo 2012 — 2013
Honours Bachelor of Social Work
Ryerson University 2003 — 2007
Bachelor of Arts, Arts & Contemporary Studies, Minor in Marketing
Dieter Kays Dieter Kays's FaithLife Financial Experience April 2004 - September 2010
Job Corporate Director / Executive Coach
Industry Professional Training & Coaching
Experience
Executive Services September 2010 - Present
FaithLife Financial April 2004 - September 2010
Lutherwood June 1974 - April 2004
Skills
Team Building, Strategic Planning, Disability Insurance, Fundraising, Employee Training, Leadership Development, Change Management, Employee Relations, Public Speaking, Business Development, Business Strategy, Performance Management, Employee Benefits, Coaching, Leadership, Recruiting, Succession Planning, Non-profits, Investments, Employee Engagement, Onboarding, Governance, Team Leadership, Talent Management, Insurance, Strategic Financial...
Education
Stanford Graduate School of Business 2002 — 2002
SEP, Stanford Executive Program
Wilfrid Laurier University 1986 — 1993
PHD, Organizational Leadership
Executive Services September 2010 - Present
FaithLife Financial April 2004 - September 2010
Lutherwood June 1974 - April 2004
Skills
Team Building, Strategic Planning, Disability Insurance, Fundraising, Employee Training, Leadership Development, Change Management, Employee Relations, Public Speaking, Business Development, Business Strategy, Performance Management, Employee Benefits, Coaching, Leadership, Recruiting, Succession Planning, Non-profits, Investments, Employee Engagement, Onboarding, Governance, Team Leadership, Talent Management, Insurance, Strategic Financial...
Education
Stanford Graduate School of Business 2002 — 2002
SEP, Stanford Executive Program
Wilfrid Laurier University 1986 — 1993
PHD, Organizational Leadership
Joanne Jehu, CFP FIC AFA Joanne Jehu, CFP FIC AFA's FaithLife Financial Experience November 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
FaithLife Financial November 2002 - Present
Financial Advisor November 2002 - Present
Skills
RESP, Disability Insurance, Retirement Planning, Critical Illness, Fixed Annuities, Long-term Care, Term Life Insurance, Segregated Funds, Estate Planning, RRSP, Strategic Financial..., Life Insurance, Insurance, Debt Management, Investments
Education
Centennial College
Business Studies
Durham College
Business Mangement
Durham College
Personnel and Industrial Relations
FaithLife Financial November 2002 - Present
Financial Advisor November 2002 - Present
Skills
RESP, Disability Insurance, Retirement Planning, Critical Illness, Fixed Annuities, Long-term Care, Term Life Insurance, Segregated Funds, Estate Planning, RRSP, Strategic Financial..., Life Insurance, Insurance, Debt Management, Investments
Education
Centennial College
Business Studies
Durham College
Business Mangement
Durham College
Personnel and Industrial Relations
Adrian Fung Adrian Fung's FaithLife Financial Experience February 2006 - January 2008
Job Regional Sales Manager Inmarket Sales Support at TD Bank Group
Industry Financial Services
Experience
TD Bank Group November 2014 - Present
TD Bank Group September 2011 - October 2014
Richmond Rapids Swim Club September 2011 - August 2014
TD Insurance February 2008 - September 2011
Richmond Kigoos Swim Club 2005 - 2010
FaithLife Financial February 2006 - January 2008
Sun Life Financial May 1998 - January 2006
MetLife January 1995 - May 1998
MetLife April 1993 - January 1995
Skills
Investments, Retail Banking, Recruitments, Sales Management, Coaching, Life Insurance, Personal Financial..., Critical Illness, Mutual Funds, Segregated Funds, Creditor Insurance, Disability Insurance, Credit, Credit Insurance, Credit Risk, Relationship Management, Sales, Banking, Wealth Management, Strategic Financial..., Financial Services, Mortgage Lending
Education
University of Nottingham 1987 — 1990
BEng, Production Engineering & Production Management
University of Calgary 1990 — 1992
MEng, Mechanical Engineering
Bedford School 1982 — 1987
High School
La Salle College 1980 — 1982
High School
TD Bank Group November 2014 - Present
TD Bank Group September 2011 - October 2014
Richmond Rapids Swim Club September 2011 - August 2014
TD Insurance February 2008 - September 2011
Richmond Kigoos Swim Club 2005 - 2010
FaithLife Financial February 2006 - January 2008
Sun Life Financial May 1998 - January 2006
MetLife January 1995 - May 1998
MetLife April 1993 - January 1995
Skills
Investments, Retail Banking, Recruitments, Sales Management, Coaching, Life Insurance, Personal Financial..., Critical Illness, Mutual Funds, Segregated Funds, Creditor Insurance, Disability Insurance, Credit, Credit Insurance, Credit Risk, Relationship Management, Sales, Banking, Wealth Management, Strategic Financial..., Financial Services, Mortgage Lending
Education
University of Nottingham 1987 — 1990
BEng, Production Engineering & Production Management
University of Calgary 1990 — 1992
MEng, Mechanical Engineering
Bedford School 1982 — 1987
High School
La Salle College 1980 — 1982
High School
Sandy Terry Sandy Terry's FaithLife Financial Experience January 2015 - Present
Job Senior District Sales Manager at FaithLife Financial
Industry Financial Services
Experience
FaithLife Financial January 2015 - Present
Knowledge First Financial (formerly USCI) 2004 - 2014
HomeComing Products Ltd. 1995 - 2003
Apple Canada 1985 - 1990
Skills
Marketing Strategy, Marketing Communications, Strategy, Lead Generation, Strategic Planning, Digital Marketing, Marketing Management, CRM, Marketing, Integrated Marketing, Direct Marketing, Social Media Marketing, Sales, Sales Management, Management, Advertising, Business Planning, Business Development, Account Management, Social Media, Change Management, Email Marketing, New Business Development, Business Strategy, Leadership, Direct Sales, Public Relations, P&L Management, Entrepreneurship, Public speaking
Education
McMaster University
Honours BA, Languages, graduated summa cum laude
FaithLife Financial January 2015 - Present
Knowledge First Financial (formerly USCI) 2004 - 2014
HomeComing Products Ltd. 1995 - 2003
Apple Canada 1985 - 1990
Skills
Marketing Strategy, Marketing Communications, Strategy, Lead Generation, Strategic Planning, Digital Marketing, Marketing Management, CRM, Marketing, Integrated Marketing, Direct Marketing, Social Media Marketing, Sales, Sales Management, Management, Advertising, Business Planning, Business Development, Account Management, Social Media, Change Management, Email Marketing, New Business Development, Business Strategy, Leadership, Direct Sales, Public Relations, P&L Management, Entrepreneurship, Public speaking
Education
McMaster University
Honours BA, Languages, graduated summa cum laude
Nikolaus Reuper Nikolaus Reuper's FaithLife Financial Experience June 2015 - Present
Job Investment and Insurance Specialist
Industry Financial Services
Experience
FaithLife Financial June 2015 - Present
Portfolio Strategies Corporation May 2015 - Present
Scotiabank March 2014 - April 2015
Investment Planning Counsel 2006 - March 2014
Victory Financial 1998 - 2006
Investors Group Financial Services Inc. 1996 - 1998
Skills
Critical Illness, Disability Insurance, People Skills, Trusted Advisor, Retirement Planning, Term Life Insurance, Estate Planning, Employee Benefits, Insurance, Life Insurance, Pensions, Financial Planners, Strategic Financial..., Financial Advisory, Fixed Annuities, Long-term Care, Small Business, Financial Services, Investment Strategies, Risk Management, Wealth, Mutual Funds, Finance, Personal Finance, Retirement, Wealth Management, Investments, Investment Advisory, Health Insurance, Mortgage Lending, Segregated Funds, Leadership, Wealth Management..., Savings, Residential Mortgages, Personal Financial..., Whole Life, Portfolio Management, Group Benefit Plans, Succession Planning, Income Protection, Retirement Savings, Relationship Management, Wealth Accumulation, Sales, Underwriting, Securities, Asset Allocation, Brokers, Insurance Brokerage
Education
Laurentian University/Université Laurentienne
BA, Arts/Commerce
FaithLife Financial June 2015 - Present
Portfolio Strategies Corporation May 2015 - Present
Scotiabank March 2014 - April 2015
Investment Planning Counsel 2006 - March 2014
Victory Financial 1998 - 2006
Investors Group Financial Services Inc. 1996 - 1998
Skills
Critical Illness, Disability Insurance, People Skills, Trusted Advisor, Retirement Planning, Term Life Insurance, Estate Planning, Employee Benefits, Insurance, Life Insurance, Pensions, Financial Planners, Strategic Financial..., Financial Advisory, Fixed Annuities, Long-term Care, Small Business, Financial Services, Investment Strategies, Risk Management, Wealth, Mutual Funds, Finance, Personal Finance, Retirement, Wealth Management, Investments, Investment Advisory, Health Insurance, Mortgage Lending, Segregated Funds, Leadership, Wealth Management..., Savings, Residential Mortgages, Personal Financial..., Whole Life, Portfolio Management, Group Benefit Plans, Succession Planning, Income Protection, Retirement Savings, Relationship Management, Wealth Accumulation, Sales, Underwriting, Securities, Asset Allocation, Brokers, Insurance Brokerage
Education
Laurentian University/Université Laurentienne
BA, Arts/Commerce
Doug Brock Doug Brock's FaithLife Financial Experience January 2006 - Present
Job Investment Committee at FaithLife Financial
Industry Real Estate
Experience
Waterloo Riverview Holdings January 2006 - Present
FaithLife Financial January 2006 - Present
Ontario Arts Council 2003 - 2008
CIBC Wood Gundy January 1980 - January 2006
Education
McGill University 1964 — 1968
Bachelor of Science (B.S.), Science/Psychology, A+
The University of Western Ontario - Richard Ivey School of Business 1959 — 1961
M.B.A, Deans Honour List
McGill University 1954 — 1958
B.Sc., Psychology
Waterloo Riverview Holdings January 2006 - Present
FaithLife Financial January 2006 - Present
Ontario Arts Council 2003 - 2008
CIBC Wood Gundy January 1980 - January 2006
Education
McGill University 1964 — 1968
Bachelor of Science (B.S.), Science/Psychology, A+
The University of Western Ontario - Richard Ivey School of Business 1959 — 1961
M.B.A, Deans Honour List
McGill University 1954 — 1958
B.Sc., Psychology
Floyd Schneider Floyd Schneider's FaithLife Financial Experience November 2005 - Present
Job Financial Representative at FaithLife Financial
Industry Financial Services
Experience
FaithLife Financial November 2005 - Present
The Co-operators November 1996 - September 2005
Skills
Disability Insurance, Retirement Planning, Estate Planning, Investments, Long Term Care, Financial Planning, Budgeting, Insurance, Critical Illness, Personal Development, Life Insurance, Fixed Annuities, Retirement, Long-term Care, Health Insurance, Wealth Management, Budgets, Financial Advisory, Wealth Accumulation, Employee Benefits, Succession Planning, Term Life Insurance, Segregated Funds, Debt Management, Investment Strategies, Strategic Financial...
Education
Concordia University-River Forest 1967 — 1971
Bachelor of Arts in Education, Education
FaithLife Financial November 2005 - Present
The Co-operators November 1996 - September 2005
Skills
Disability Insurance, Retirement Planning, Estate Planning, Investments, Long Term Care, Financial Planning, Budgeting, Insurance, Critical Illness, Personal Development, Life Insurance, Fixed Annuities, Retirement, Long-term Care, Health Insurance, Wealth Management, Budgets, Financial Advisory, Wealth Accumulation, Employee Benefits, Succession Planning, Term Life Insurance, Segregated Funds, Debt Management, Investment Strategies, Strategic Financial...
Education
Concordia University-River Forest 1967 — 1971
Bachelor of Arts in Education, Education
Beverley Cunningham Beverley Cunningham's FaithLife Financial Experience August 1992 - January 2009
Job Director, Marketing Communications at S.G. Cunningham Limited
Industry Public Relations and Communications
Experience
S.G. Cunningham Limited June 2014 - Present
S.G. Cunningham Limited June 2014 - Present
Cunningham Communications January 2009 - May 2014
The Eastern Synod Lutheran 2009 - 2014
Conestoga College Institute of Technology and Advanced Learning January 2009 - April 2009
FaithLife Financial August 1992 - January 2009
Skills
Corporate Communications, Internal Communications, Public Relations, Brand Development, Corporate Social..., Fundraising, Nonprofits, Marketing Communications, Strategic Communications, Corporate Identity, Social Media, Event Planning, Public Speaking, Creative Writing, Marketing
Education
Queen's University 2006 — 2006
Executive Development Program - Marketing
University of Waterloo 1979 — 1983
Honours BA, English Literature
S.G. Cunningham Limited June 2014 - Present
S.G. Cunningham Limited June 2014 - Present
Cunningham Communications January 2009 - May 2014
The Eastern Synod Lutheran 2009 - 2014
Conestoga College Institute of Technology and Advanced Learning January 2009 - April 2009
FaithLife Financial August 1992 - January 2009
Skills
Corporate Communications, Internal Communications, Public Relations, Brand Development, Corporate Social..., Fundraising, Nonprofits, Marketing Communications, Strategic Communications, Corporate Identity, Social Media, Event Planning, Public Speaking, Creative Writing, Marketing
Education
Queen's University 2006 — 2006
Executive Development Program - Marketing
University of Waterloo 1979 — 1983
Honours BA, English Literature
Cheryl MacDonald Cheryl MacDonald's FaithLife Financial Experience 1999 - 2005
Job CHRL
Industry Insurance
Experience
Economical Insurance October 2014 - Present
The Economical Insurance Group 2010 - Present
Conestoga College Institute of Technology and Advanced Learning 2010 - 2013
The Economical Insurance Group 2006 - March 2010
FaithLife Financial 1999 - 2005
Equitable Life 1998 - 1999
Quarry Integrated Communications 1987 - 1997
Marshall Fenn Communications 1986 - 1987
Carswell, a Thomson Reuters business 1983 - 1986
Skills
Strategic Planning, Strategic Communications, human resources..., Project Management, Program Delivery..., Training Delivery, Benefits Administration, Pension Administration, Office Administration, Operations Management, recruitment, Governance, Department Budget..., Marketing, PowerPoint, Staff Management, Problem Solving, Business Process, Organizational..., Employee Relations, Recruiting, Personnel Management, Training, Employee Benefits, Deferred Compensation, Change Management, Time Management, Non-profit Board..., Organizational...
Education
HRPA
CHRP
Humber College 1997 — 1998
Post-Graduate Diploma, Human Resources Management
Wilfrid Laurier University
Bachelor of Arts
Economical Insurance October 2014 - Present
The Economical Insurance Group 2010 - Present
Conestoga College Institute of Technology and Advanced Learning 2010 - 2013
The Economical Insurance Group 2006 - March 2010
FaithLife Financial 1999 - 2005
Equitable Life 1998 - 1999
Quarry Integrated Communications 1987 - 1997
Marshall Fenn Communications 1986 - 1987
Carswell, a Thomson Reuters business 1983 - 1986
Skills
Strategic Planning, Strategic Communications, human resources..., Project Management, Program Delivery..., Training Delivery, Benefits Administration, Pension Administration, Office Administration, Operations Management, recruitment, Governance, Department Budget..., Marketing, PowerPoint, Staff Management, Problem Solving, Business Process, Organizational..., Employee Relations, Recruiting, Personnel Management, Training, Employee Benefits, Deferred Compensation, Change Management, Time Management, Non-profit Board..., Organizational...
Education
HRPA
CHRP
Humber College 1997 — 1998
Post-Graduate Diploma, Human Resources Management
Wilfrid Laurier University
Bachelor of Arts
Lisa Metzger's FaithLife Financial Experience April 2006 - January 2009
Job Marketing Specialist and Event Planner
Industry Marketing and Advertising
Experience
Mennonite Savings and Credit Union October 2011 - June 2014
Canadian Mennonite Magazine June 2009 - February 2012
FaithLife Financial April 2006 - January 2009
Mennonite Savings and Credit Union June 2000 - April 2006
Skills
Event Planning, Event Management, Advertising Sales, Building Relationships, Corporate Communications, Marketing Communications, Internal Communications, Promotion Planning, Promotional Writing, Promotional Products, Deadline Oriented, Record Keeping, Reliability, Health Centre Board..., Community Health, Leadership, Trade Shows, Social Media Marketing
Education
University of Waterloo - Conrad Grebel College 1988 — 1992
Honours Bachelor of Science, Health Studies
George Brown College 1997 — 1998
Certificate in Sport and Event Marketing
Mennonite Savings and Credit Union October 2011 - June 2014
Canadian Mennonite Magazine June 2009 - February 2012
FaithLife Financial April 2006 - January 2009
Mennonite Savings and Credit Union June 2000 - April 2006
Skills
Event Planning, Event Management, Advertising Sales, Building Relationships, Corporate Communications, Marketing Communications, Internal Communications, Promotion Planning, Promotional Writing, Promotional Products, Deadline Oriented, Record Keeping, Reliability, Health Centre Board..., Community Health, Leadership, Trade Shows, Social Media Marketing
Education
University of Waterloo - Conrad Grebel College 1988 — 1992
Honours Bachelor of Science, Health Studies
George Brown College 1997 — 1998
Certificate in Sport and Event Marketing
Henrizha Adaza's FaithLife Financial Experience January 2008 - Present
Job Financial Advisor at InsLink Financial Group and FaithLife Financial
Industry Financial Services
Experience
FaithLife Financial January 2008 - Present
InsLink Financial Group January 2008 - January 2010
FaithLife Financial December 2006 - December 2007
Faithlife Financial 2006 - 2007
Clarica 2004 - 2006
H.S. ADAZA Law Office June 1992 - March 2002
PLDT August 1983 - February 1997
Education
San Sebastian College 1986 — 1990
Law
San Beda College 1985 — 1987
law
University of the East 1976 — 1980
Engineering, Electronics and Communications
FaithLife Financial January 2008 - Present
InsLink Financial Group January 2008 - January 2010
FaithLife Financial December 2006 - December 2007
Faithlife Financial 2006 - 2007
Clarica 2004 - 2006
H.S. ADAZA Law Office June 1992 - March 2002
PLDT August 1983 - February 1997
Education
San Sebastian College 1986 — 1990
Law
San Beda College 1985 — 1987
law
University of the East 1976 — 1980
Engineering, Electronics and Communications
Michael Reinhardt's FaithLife Financial Experience April 2007 - January 2009
Job Working but wanting to get back into the PMO field.
Industry Logistics and Supply Chain
Experience
WESCO Distribution May 2013 - Present
Business Analyst August 2012 - May 2013
Research In Motion May 2011 - August 2012
Manulife Financial October 2010 - April 2011
Scotiabank July 2010 - September 2010
Manulife Financial January 2010 - May 2010
FaithLife Financial April 2007 - January 2009
Manulife Financial October 2005 - November 2006
Sun Life Financial March 2003 - February 2004
Clarica March 2000 - March 2003
Skills
Insurance, Investments, Risk Management, Business Analysis, Requirements Gathering, Visio, Disability Insurance, Fixed Annuities, Financial Analysis, Data Analysis, MS Project, Project Management, Analysis, Business Requirements, Leadership, Management, Process Improvement, Software Documentation, Team Leadership
Education
Conestoga College 2012 — 2016
Project Management, Fundamentals to Project Management, 87%
Conestoga College 2012 — 2016
Project Management, Project Planning - Scope and Quality, 87%
Conestoga College 2012 — 2016
Project Management, Project Risk and Issues Management, 78%
Conestoga College 2012 — 2016
Project Management, Stakeholder Management, 88%
Conestoga College 2012 — 2016
Project Management, Organizational Leadership, 94%
Conestoga College 2012 — 2016
Project Management, Business Operations, 88%
Conestoga College 2012 — 2016
Project Management, Project Planning: Schedule and Budget, 85%
Conestoga College 2012 — 2016
Project Management, Capstone 1, 93%
Conestoga College 2012 — 2016
Project Management, Facilitating Team and Group Dynamics
Global Knowledge / McMaster University 2009 — 2012
Advanced Certificate of Completion in Business Analysis, Business Analysis
WESCO Distribution May 2013 - Present
Business Analyst August 2012 - May 2013
Research In Motion May 2011 - August 2012
Manulife Financial October 2010 - April 2011
Scotiabank July 2010 - September 2010
Manulife Financial January 2010 - May 2010
FaithLife Financial April 2007 - January 2009
Manulife Financial October 2005 - November 2006
Sun Life Financial March 2003 - February 2004
Clarica March 2000 - March 2003
Skills
Insurance, Investments, Risk Management, Business Analysis, Requirements Gathering, Visio, Disability Insurance, Fixed Annuities, Financial Analysis, Data Analysis, MS Project, Project Management, Analysis, Business Requirements, Leadership, Management, Process Improvement, Software Documentation, Team Leadership
Education
Conestoga College 2012 — 2016
Project Management, Fundamentals to Project Management, 87%
Conestoga College 2012 — 2016
Project Management, Project Planning - Scope and Quality, 87%
Conestoga College 2012 — 2016
Project Management, Project Risk and Issues Management, 78%
Conestoga College 2012 — 2016
Project Management, Stakeholder Management, 88%
Conestoga College 2012 — 2016
Project Management, Organizational Leadership, 94%
Conestoga College 2012 — 2016
Project Management, Business Operations, 88%
Conestoga College 2012 — 2016
Project Management, Project Planning: Schedule and Budget, 85%
Conestoga College 2012 — 2016
Project Management, Capstone 1, 93%
Conestoga College 2012 — 2016
Project Management, Facilitating Team and Group Dynamics
Global Knowledge / McMaster University 2009 — 2012
Advanced Certificate of Completion in Business Analysis, Business Analysis
Ed Komla-Adzimahe (AKET), CFA,ASA's FaithLife Financial Experience 1995 - December 1998
Job Quantitative Analyst at Delaware Investments
Industry Financial Services
Experience
Delaware Investments March 2002 - Present
American Skandia 1999 - 2002
FaithLife Financial 1995 - December 1998
Skills
Valuation, Financial Modeling, Investments, Risk Management, Statistics, Fixed Income, Derivatives, Pensions, SAS, Financial Analysis, Actuarial Science, Insurance, ALM, Data Analysis, Financial Reporting, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Credit Risk, Corporate Finance, Equities, Financial Risk, Enterprise Risk..., Fixed Income Analysis, Investment Management, Hedge Funds, Finance, Mutual Funds, Market Risk, Investment Strategies, Quantitative Analytics, Portfolio Management, Options, Trading, VBA, Quantitative Finance
Education
University of Waterloo
M.Math, Actuarial Science
Kwame Nkrumah' University of Science and Technology, Kumasi
B.Sc (Hon), Mathematics
Delaware Investments March 2002 - Present
American Skandia 1999 - 2002
FaithLife Financial 1995 - December 1998
Skills
Valuation, Financial Modeling, Investments, Risk Management, Statistics, Fixed Income, Derivatives, Pensions, SAS, Financial Analysis, Actuarial Science, Insurance, ALM, Data Analysis, Financial Reporting, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, Capital Markets, Credit Risk, Corporate Finance, Equities, Financial Risk, Enterprise Risk..., Fixed Income Analysis, Investment Management, Hedge Funds, Finance, Mutual Funds, Market Risk, Investment Strategies, Quantitative Analytics, Portfolio Management, Options, Trading, VBA, Quantitative Finance
Education
University of Waterloo
M.Math, Actuarial Science
Kwame Nkrumah' University of Science and Technology, Kumasi
B.Sc (Hon), Mathematics
Emmanuel George's FaithLife Financial Experience August 2000 - Present
Job Financial Advisor at FaithLife Financial
Industry Financial Services
Experience
FaithLife Financial August 2000 - Present
The Mutual Group (SunLife Financial) 1996 - 2000
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Strategic Financial..., Critical Illness, Disability Insurance, Investments, Life Insurance, Long-term Care, Term Life Insurance, Insurance, Debt Management, Asset Managment, Saving for Education, Health Insurance, Retirement, Investment Strategies, Wealth Management, Income Protection, Segregated Funds, Wealth Accumulation, Personal Finance, College Savings Plans, Education Funding, Retirement Savings, Mutual Funds, RESP, Financial Advisory, RRSP, Savings, Financial Planners, Roth IRA, Financial Planning, Asset Management
Education
Fanshawe College
Electronic Engineering Technician
University of Waterloo
Bachelor of Arts (BA), Rhetoric and Composition/Writing Studies
FaithLife Financial August 2000 - Present
The Mutual Group (SunLife Financial) 1996 - 2000
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Strategic Financial..., Critical Illness, Disability Insurance, Investments, Life Insurance, Long-term Care, Term Life Insurance, Insurance, Debt Management, Asset Managment, Saving for Education, Health Insurance, Retirement, Investment Strategies, Wealth Management, Income Protection, Segregated Funds, Wealth Accumulation, Personal Finance, College Savings Plans, Education Funding, Retirement Savings, Mutual Funds, RESP, Financial Advisory, RRSP, Savings, Financial Planners, Roth IRA, Financial Planning, Asset Management
Education
Fanshawe College
Electronic Engineering Technician
University of Waterloo
Bachelor of Arts (BA), Rhetoric and Composition/Writing Studies
Paul Emerton's FaithLife Financial Experience 2005 - 2012
Job Regional Sales Director at Everest Funeral Planning and Concierge Service
Industry Financial Services
Experience
Everest Funeral Planning and Concierge Service April 2013 - Present
FaithLife Financial 2005 - 2012
FaithLife Financial 2001 - 2005
CNA Insurance 1998 - 2001
The Hartford 1996 - 1998
20/20 Funds Inc. 1994 - 1996
Manulife Financial 1993 - 1994
Manulife Financial 1992 - 1993
Manulife Financial 1988 - 1992
Manulife Financial 1984 - 1988
Skills
Training, Public Speaking, Sales Process, Life Insurance, Funeral Planning, New Business Development, Financial Planning, Development & delivery..., E-Learning, Blended Learning, Training Programme..., Curriculum Development, Budgeting, Job Coaching, Critical Illness, Retirement Planning, Annuities, Estate Planning, Group Insurance, Budgets, Fixed Annuities, Employee Benefits, Long-term Care, Insurance, Financial Services, Operations Management, Strategic Financial..., Long Term Care, Disability Insurance, Investments, Office Administration, Financial Advisory
Education
McMaster University 1980 — 1984
Bachelor of Commerce
Everest Funeral Planning and Concierge Service April 2013 - Present
FaithLife Financial 2005 - 2012
FaithLife Financial 2001 - 2005
CNA Insurance 1998 - 2001
The Hartford 1996 - 1998
20/20 Funds Inc. 1994 - 1996
Manulife Financial 1993 - 1994
Manulife Financial 1992 - 1993
Manulife Financial 1988 - 1992
Manulife Financial 1984 - 1988
Skills
Training, Public Speaking, Sales Process, Life Insurance, Funeral Planning, New Business Development, Financial Planning, Development & delivery..., E-Learning, Blended Learning, Training Programme..., Curriculum Development, Budgeting, Job Coaching, Critical Illness, Retirement Planning, Annuities, Estate Planning, Group Insurance, Budgets, Fixed Annuities, Employee Benefits, Long-term Care, Insurance, Financial Services, Operations Management, Strategic Financial..., Long Term Care, Disability Insurance, Investments, Office Administration, Financial Advisory
Education
McMaster University 1980 — 1984
Bachelor of Commerce
Len MacDonald's FaithLife Financial Experience October 2004 - March 2009
Job Senior Business Analyst at Mark's
Industry Government Administration
Experience
Mark's June 2012 - Present
Mark's (Mark's Work Warehouse) 2011 - Present
Government of Alberta March 2009 - February 2012
Faithlife Financial October 2004 - March 2009
Hire Ground June 2007 - August 2007
Geomatics November 2002 - October 2003
TCENet July 2000 - August 2002
Datap Systems May 1991 - June 2000
Skills
Access, Agile Project Management, Analysis, Budgeting, Business Analysis, Business Intelligence, C#, Change Management, Customer Relations, Data Conversion, Databases, Data Analysis, Dashboards, Design Conceptualization, Documentation, J2EE, KPI, Microsoft Office, Oracle, Product Development, SAS Enterprise 9.3, SCADA, Solution Architecture, SQL, SQL Server, Requirements Gathering, Teaching, Team Building, Team Leadership, Testing, Visio, UML, User Interface Design, Web Design, XML, Certified Scrum Master..., Software Documentation, Business Process
Education
Concordia University 1975 — 1978
BCSC, Computer Science and Business
Champlain Regional College, Montreal 1973 — 1975
Business Adminstration (Diploma), Mathmatics, Business
Mark's June 2012 - Present
Mark's (Mark's Work Warehouse) 2011 - Present
Government of Alberta March 2009 - February 2012
Faithlife Financial October 2004 - March 2009
Hire Ground June 2007 - August 2007
Geomatics November 2002 - October 2003
TCENet July 2000 - August 2002
Datap Systems May 1991 - June 2000
Skills
Access, Agile Project Management, Analysis, Budgeting, Business Analysis, Business Intelligence, C#, Change Management, Customer Relations, Data Conversion, Databases, Data Analysis, Dashboards, Design Conceptualization, Documentation, J2EE, KPI, Microsoft Office, Oracle, Product Development, SAS Enterprise 9.3, SCADA, Solution Architecture, SQL, SQL Server, Requirements Gathering, Teaching, Team Building, Team Leadership, Testing, Visio, UML, User Interface Design, Web Design, XML, Certified Scrum Master..., Software Documentation, Business Process
Education
Concordia University 1975 — 1978
BCSC, Computer Science and Business
Champlain Regional College, Montreal 1973 — 1975
Business Adminstration (Diploma), Mathmatics, Business