Fidelity Investments Canada
Industry: Company
DescriptionFounded: 1987 Parent organization: Fidelity Investments
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Fidelity Investments Canada Employees
Employee
Years
Job
Industry
Andre Tieman, CFA Andre Tieman, CFA's Fidelity Investments Canada Experience June 2005 - May 2007
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2012 - Present
AGF Investments May 2007 - March 2012
Fidelity Investments Canada June 2005 - May 2007
Fidelity Investments Canada May 2003 - June 2005
Skills
Mutual Funds, Strategic Partnerships, Finance, Retirement, Sales, Analysis, Wealth Management, Investments, Portfolio Management, Relationship Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Valuation
Education
University of Guelph 1996 — 2000
BSc.Env. Environmental Economics and Policy
Edward Jones March 2012 - Present
AGF Investments May 2007 - March 2012
Fidelity Investments Canada June 2005 - May 2007
Fidelity Investments Canada May 2003 - June 2005
Skills
Mutual Funds, Strategic Partnerships, Finance, Retirement, Sales, Analysis, Wealth Management, Investments, Portfolio Management, Relationship Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Valuation
Education
University of Guelph 1996 — 2000
BSc.Env. Environmental Economics and Policy
Heather Whyte Heather Whyte's Fidelity Investments Canada Experience 1997 - 2001
Job VP Strategic Communications, Branding and Public Affairs at Chartered Professional Accountants of Canada
Industry Nonprofit Organization Management
Experience
CPA Canada (Chartered Professional Accountants Canada Comptables professionnels agréés du Canada) May 2006 - Present
Ontario Dental Association 2001 - 2006
Fidelity Investments Canada 1997 - 2001
Financial Post 1988 - 1993
Financial Post 1988 - 1993
Skills
Strategic Communications, Media Relations, Internal Communications, Corporate Communications, Public Relations, Communications Planning, Newsletters, Crisis Communications, Press Releases, Non-profits, Storytelling, Public Affairs, Social Media, Event Management, Marketing Communications, Speech Writing, Nonprofits, Strategic Planning
Education
York University 1979 — 1982
Bachelor of Arts (B.A.), English Literature
Royal Roads University
Chancellors Award, MBA, Top student in graduating class
Ryerson University
BAA, BA Journalisim, Top 5 in class
CPA Canada (Chartered Professional Accountants Canada Comptables professionnels agréés du Canada) May 2006 - Present
Ontario Dental Association 2001 - 2006
Fidelity Investments Canada 1997 - 2001
Financial Post 1988 - 1993
Financial Post 1988 - 1993
Skills
Strategic Communications, Media Relations, Internal Communications, Corporate Communications, Public Relations, Communications Planning, Newsletters, Crisis Communications, Press Releases, Non-profits, Storytelling, Public Affairs, Social Media, Event Management, Marketing Communications, Speech Writing, Nonprofits, Strategic Planning
Education
York University 1979 — 1982
Bachelor of Arts (B.A.), English Literature
Royal Roads University
Chancellors Award, MBA, Top student in graduating class
Ryerson University
BAA, BA Journalisim, Top 5 in class
Nicole Alexis Nicole Alexis's Fidelity Investments Canada Experience November 2004 - June 2008
Job Customer Service Professional
Industry Telecommunications
Experience
Municipal Property Assessment Corporation October 2013 - December 2013
Rogers Communications March 2011 - April 2013
Rogers Communications August 2009 - March 2011
Rogers Communications October 2008 - August 2009
Fidelity Investments Canada November 2004 - June 2008
Collectcorp January 2004 - July 2004
Collectcorp March 2002 - January 2004
Skills
Call Centers, Wireless, Telecommunications, Customer Experience, Customer Service, Leadership, Management, Training, Time Management, Organization, Coaching, Communication, Microsoft Office, Mentoring New Hires, Sales, Call Monitoring, Event Planning, Problem Solving, Customer Satisfaction, Customer Retention, Customer Escalation..., Data Entry, New Hire Training, Interpersonal Skill
Education
Cardinal Newman High School 1991 — 1996
Received OSSD June 1996
Ryerson University
Business, Management, Marketing, and Related Support Services
Municipal Property Assessment Corporation October 2013 - December 2013
Rogers Communications March 2011 - April 2013
Rogers Communications August 2009 - March 2011
Rogers Communications October 2008 - August 2009
Fidelity Investments Canada November 2004 - June 2008
Collectcorp January 2004 - July 2004
Collectcorp March 2002 - January 2004
Skills
Call Centers, Wireless, Telecommunications, Customer Experience, Customer Service, Leadership, Management, Training, Time Management, Organization, Coaching, Communication, Microsoft Office, Mentoring New Hires, Sales, Call Monitoring, Event Planning, Problem Solving, Customer Satisfaction, Customer Retention, Customer Escalation..., Data Entry, New Hire Training, Interpersonal Skill
Education
Cardinal Newman High School 1991 — 1996
Received OSSD June 1996
Ryerson University
Business, Management, Marketing, and Related Support Services
Michael Porto, CFA, CAIA Michael Porto, CFA, CAIA's Fidelity Investments Canada Experience April 2003 - October 2010
Job Vice President, Senior Advisor Consultant at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2015 - Present
TD Asset Management November 2010 - March 2015
Fidelity Investments Canada April 2003 - October 2010
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Securities, Relationship Management, Asset Management, Investment Strategies, Asset Managment
Education
CFA Institute
Chartered Financial Analyst (CFA)
CAIA Association
Chartered Alternative Investment Analyst (CAIA)
Canadian Securities Institute
Fellow of the Canadian Securities Institute
Queen's University 1999 — 2004
HBA, Applied Economics
Canadian Securities Institute
Canadian Investment Manager
Franklin Templeton Investments March 2015 - Present
TD Asset Management November 2010 - March 2015
Fidelity Investments Canada April 2003 - October 2010
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Securities, Relationship Management, Asset Management, Investment Strategies, Asset Managment
Education
CFA Institute
Chartered Financial Analyst (CFA)
CAIA Association
Chartered Alternative Investment Analyst (CAIA)
Canadian Securities Institute
Fellow of the Canadian Securities Institute
Queen's University 1999 — 2004
HBA, Applied Economics
Canadian Securities Institute
Canadian Investment Manager
Janet Stanley Janet Stanley's Fidelity Investments Canada Experience September 2011 - Present
Job Product Solutions Analyst at Fidelity Iinvestments Canada
Industry Financial Services
Experience
Fidelity Investments Canada September 2011 - Present
Pyramis Global Advisors, a Fidelity Investments Company January 2009 - September 2011
Fidelity Investments Canada January 2006 - January 2009
Stuart Thomson Financial May 2000 - January 2006
ITT A-C Pump Canada, ITT Industries Fluid Technology Corporation November 1995 - May 2000
Skills
Mutual Funds, Asset Allocation, Financial Services, Relationship Management, Investment Strategies, Client Services
Education
Brock University 1987 — 1991
BA, Communications and History
Fidelity Investments Canada September 2011 - Present
Pyramis Global Advisors, a Fidelity Investments Company January 2009 - September 2011
Fidelity Investments Canada January 2006 - January 2009
Stuart Thomson Financial May 2000 - January 2006
ITT A-C Pump Canada, ITT Industries Fluid Technology Corporation November 1995 - May 2000
Skills
Mutual Funds, Asset Allocation, Financial Services, Relationship Management, Investment Strategies, Client Services
Education
Brock University 1987 — 1991
BA, Communications and History
Vicky Lee, CHRP Vicky Lee, CHRP's Fidelity Investments Canada Experience October 2012 - May 2014
Job Human Resources Assistant at Ecolab
Industry Human Resources
Experience
Ecolab June 2015 - Present
Toronto Community Employment Services December 2014 - March 2015
Fidelity Investments Canada October 2012 - May 2014
Fidelity Investments Canada September 2012 - September 2012
Fidelity Investments Canada May 2012 - September 2012
TEDxWaterloo September 2011 - March 2012
EPIC Technology October 2011 - January 2012
Fidelity Investments Canada May 2011 - September 2011
Industrial Alliance Insurance and Financial Services June 2010 - August 2010
Skills
Recruiting, Human Resources, Talent Management, Interviews, New Hire Orientations, HRIS, Talent Acquisition, HR Policies, Applicant Tracking..., Career Counseling, Needs Assessment, Coaching, Onboarding, Customer Service
Education
Seneca College of Applied Arts and Technology 2013 — 2014
Certificate in Adult Education/Staff Training
Wilfrid Laurier University 2008 — 2012
Honours Bachelor of Business Administration, Concentration in Human Resources Management, Minor in Music
Conestoga College 2012 — 2012
Ecolab June 2015 - Present
Toronto Community Employment Services December 2014 - March 2015
Fidelity Investments Canada October 2012 - May 2014
Fidelity Investments Canada September 2012 - September 2012
Fidelity Investments Canada May 2012 - September 2012
TEDxWaterloo September 2011 - March 2012
EPIC Technology October 2011 - January 2012
Fidelity Investments Canada May 2011 - September 2011
Industrial Alliance Insurance and Financial Services June 2010 - August 2010
Skills
Recruiting, Human Resources, Talent Management, Interviews, New Hire Orientations, HRIS, Talent Acquisition, HR Policies, Applicant Tracking..., Career Counseling, Needs Assessment, Coaching, Onboarding, Customer Service
Education
Seneca College of Applied Arts and Technology 2013 — 2014
Certificate in Adult Education/Staff Training
Wilfrid Laurier University 2008 — 2012
Honours Bachelor of Business Administration, Concentration in Human Resources Management, Minor in Music
Conestoga College 2012 — 2012
Kimberly Flood's Fidelity Investments Canada Experience October 1999 - February 2009
Job SVP & Head of Communications at HSBC Bank Canada
Industry Financial Services
Experience
HSBC Bank Canada November 2013 - Present
Aviva Canada July 2010 - November 2013
Fidelity Investments Canada October 1999 - February 2009
Lute & Company 1998 - October 1999
NATIONAL Public Relations 1995 - 1998
Burson-Marsteller 1993 - 1995
Skills
Strategic Communications, Crisis Communications, Corporate Communications, Internal Communications, Media Relations, Public Relations, Corporate Social..., Leadership, Strategy, Policy, Strategic Planning, Change Management, Employee Engagement, Investor Relations, Internal & External..., Marketing Communications, Program Management, Spokesperson, CRM
Education
Queen's University
Political Studies
Carleton University
Journalism, law, political science, French
HSBC Bank Canada November 2013 - Present
Aviva Canada July 2010 - November 2013
Fidelity Investments Canada October 1999 - February 2009
Lute & Company 1998 - October 1999
NATIONAL Public Relations 1995 - 1998
Burson-Marsteller 1993 - 1995
Skills
Strategic Communications, Crisis Communications, Corporate Communications, Internal Communications, Media Relations, Public Relations, Corporate Social..., Leadership, Strategy, Policy, Strategic Planning, Change Management, Employee Engagement, Investor Relations, Internal & External..., Marketing Communications, Program Management, Spokesperson, CRM
Education
Queen's University
Political Studies
Carleton University
Journalism, law, political science, French
Robert Bogart Robert Bogart's Fidelity Investments Canada Experience August 1997 - June 2002
Job Executive Vice President & Chief Financial Officer at AGF Management Ltd.
Industry Financial Services
Experience
AGF Investments January 2010 - Present
Fidelity Investments December 2006 - March 2010
Fidelity Investments July 2002 - November 2006
Fidelity Investments Canada August 1997 - June 2002
Fidelity Investments August 1993 - July 1997
Arthur Andersen & Co August 1985 - August 1993
Skills
Finance, Corporate Finance, Tax, Mutual Funds, Investments, Asset Management, Financial Modeling, Strategic Financial..., Financial Analysis, Equities, Portfolio Management, Alternative Investments, Investment Management, Financial Services, Hedge Funds, Accounting, Asset Managment, Financial Reporting, Private Equity, Strategic Planning, Wealth Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
University of Massachusetts, Amherst 1979 — 1983
BBA Accounting, Accounting
AGF Investments January 2010 - Present
Fidelity Investments December 2006 - March 2010
Fidelity Investments July 2002 - November 2006
Fidelity Investments Canada August 1997 - June 2002
Fidelity Investments August 1993 - July 1997
Arthur Andersen & Co August 1985 - August 1993
Skills
Finance, Corporate Finance, Tax, Mutual Funds, Investments, Asset Management, Financial Modeling, Strategic Financial..., Financial Analysis, Equities, Portfolio Management, Alternative Investments, Investment Management, Financial Services, Hedge Funds, Accounting, Asset Managment, Financial Reporting, Private Equity, Strategic Planning, Wealth Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
University of Massachusetts, Amherst 1979 — 1983
BBA Accounting, Accounting
Eleanor Lancefield Eleanor Lancefield's Fidelity Investments Canada Experience 2005 - 2007
Job Independent Human Resources Consultant
Industry Human Resources
Experience
Independent October 2000 - Present
Fidelity Investments Canada 2005 - 2007
Hay Management Consultants October 1999 - September 2000
Hay Management Consultants February 1998 - September 1999
Hay Management Consultants March 1996 - January 1998
Skills
Employee Engagement, Leadership Development, Competency Based..., Competency Based..., Interviewing Skills, Behavioral Interviewing, Interview Preparation, Conducting Interviews, Competency based..., Competency Assessments, Competency Analysis, Competency Framework..., 360 Degree Assessment, Interview Skills..., Training
Education
McGill University 1989 — 1993
Bachelor of Commerce, Major in Psychology with Options in Organizational and Consumer Psychology
Ryerson University
Certificate, Human Resources
Loretto
Senator O'Connor College School
Independent October 2000 - Present
Fidelity Investments Canada 2005 - 2007
Hay Management Consultants October 1999 - September 2000
Hay Management Consultants February 1998 - September 1999
Hay Management Consultants March 1996 - January 1998
Skills
Employee Engagement, Leadership Development, Competency Based..., Competency Based..., Interviewing Skills, Behavioral Interviewing, Interview Preparation, Conducting Interviews, Competency based..., Competency Assessments, Competency Analysis, Competency Framework..., 360 Degree Assessment, Interview Skills..., Training
Education
McGill University 1989 — 1993
Bachelor of Commerce, Major in Psychology with Options in Organizational and Consumer Psychology
Ryerson University
Certificate, Human Resources
Loretto
Senator O'Connor College School
Shane Ayres's Fidelity Investments Canada Experience February 2012 - Present
Job Vice President, Institutional Sales & Service at Fidelity Investments Canada
Industry Investment Management
Experience
Fidelity Investments Canada February 2012 - Present
Fidelity Investments Canada December 2009 - February 2012
Fidelity Investments Canada December 2006 - December 2009
Fidelity Investments Canada December 2005 - December 2006
Fidelity Investments February 2004 - December 2005
Canada Life March 1999 - February 2004
Skills
Investments, Wealth Management, Asset Management, Institutional Clients, Institutional, Retirement, Mutual Funds, National Accounts, National Account..., Investment Operations, Strategic Planning, Business Strategy, Strategic Partnerships, Building Strategic...
Education
Ryerson University 1993 — 1997
BA (Honours), Finance, International Business and Business-Government Relations
Dunbarton
Ivey Business School at Western University
Fidelity Investments Canada February 2012 - Present
Fidelity Investments Canada December 2009 - February 2012
Fidelity Investments Canada December 2006 - December 2009
Fidelity Investments Canada December 2005 - December 2006
Fidelity Investments February 2004 - December 2005
Canada Life March 1999 - February 2004
Skills
Investments, Wealth Management, Asset Management, Institutional Clients, Institutional, Retirement, Mutual Funds, National Accounts, National Account..., Investment Operations, Strategic Planning, Business Strategy, Strategic Partnerships, Building Strategic...
Education
Ryerson University 1993 — 1997
BA (Honours), Finance, International Business and Business-Government Relations
Dunbarton
Ivey Business School at Western University
Francois Lachance, Eng., MBA Francois Lachance, Eng., MBA's Fidelity Investments Canada Experience 2011 - 2013
Job Vice President, Regional Sales, BMO Global Asset Management: Providing SolutionsOriented Support to Investment Advisors
Industry Financial Services
Experience
BMO Global Asset Management February 2014 - Present
CIBC Asset Management – Renaissance Investments 2013 - 2014
Fidelity Investments Canada 2011 - 2013
Laurentide Controls 2008 - 2010
Laurentide Controls 2004 - 2008
Skills
Product Development, Business Strategy, Project Management, Strategic Planning, Management, Business Analysis, Customer Satisfaction, Cross-functional Team..., Sales Management, New Business Development, Marketing Strategy, Mutual Funds, Business Planning, Engineering, Negotiation, Automation, Teamwork, Integration, Sales Process, Operations Management, Microsoft Office, MS Project, Microsoft Excel, Page1Business Analysis, Wealth Management, Retirement Planning, Investment Strategies, Investment Advisory, Financial Planning, Capital Markets, Financial Markets, Financial Services, Développement de..., Stratégie d’affaires, Gestion de projet, Planification..., Gestion, Analyse commerciale, Satisfaction de la..., Gestion des ventes, Expansion des affaires, Stratégie de marketing, Conception, Négociation, Automatisation, Travail d’équipe, Intégration, Gestion des opérations, Processus de vente, Gestion de patrimoine
Education
CFA Institute 2009 — 2012
Level III Complete
Université de Montréal - HEC Montréal 2010 — 2011
MBA, Finance
Université Laval 2000 — 2004
Bachelor, Mechanical Engineering
BMO Global Asset Management February 2014 - Present
CIBC Asset Management – Renaissance Investments 2013 - 2014
Fidelity Investments Canada 2011 - 2013
Laurentide Controls 2008 - 2010
Laurentide Controls 2004 - 2008
Skills
Product Development, Business Strategy, Project Management, Strategic Planning, Management, Business Analysis, Customer Satisfaction, Cross-functional Team..., Sales Management, New Business Development, Marketing Strategy, Mutual Funds, Business Planning, Engineering, Negotiation, Automation, Teamwork, Integration, Sales Process, Operations Management, Microsoft Office, MS Project, Microsoft Excel, Page1Business Analysis, Wealth Management, Retirement Planning, Investment Strategies, Investment Advisory, Financial Planning, Capital Markets, Financial Markets, Financial Services, Développement de..., Stratégie d’affaires, Gestion de projet, Planification..., Gestion, Analyse commerciale, Satisfaction de la..., Gestion des ventes, Expansion des affaires, Stratégie de marketing, Conception, Négociation, Automatisation, Travail d’équipe, Intégration, Gestion des opérations, Processus de vente, Gestion de patrimoine
Education
CFA Institute 2009 — 2012
Level III Complete
Université de Montréal - HEC Montréal 2010 — 2011
MBA, Finance
Université Laval 2000 — 2004
Bachelor, Mechanical Engineering
Mira Ioannou Mira Ioannou's Fidelity Investments Canada Experience February 2005 - June 2010
Job Human Resources Director at Fidelity Clearing Canada
Industry Financial Services
Experience
Fidelity Clearing Canada June 2010 - Present
Fidelity Investments Canada February 2005 - June 2010
Fidelity Investments Canada April 2002 - February 2004
Fidelity Investments Canada July 2000 - April 2002
Bank of Montreal May 1997 - July 2000
Skills
Succession Planning, Performance Management, Management Development, Change Management, 360 Feedback, Onboarding, Deferred Compensation, Talent Management, Employee Engagement, Employee Relations, Workforce Planning, Human Resources, Employee Benefits, HRIS, Personnel Management
Education
Seneca College of Applied Arts and Technology 1995 — 1996
Post Graduate Certificate of Human Resources Management
University of Toronto
Honours Bachelor of Arts, Political Science and Sociology
Fidelity Clearing Canada June 2010 - Present
Fidelity Investments Canada February 2005 - June 2010
Fidelity Investments Canada April 2002 - February 2004
Fidelity Investments Canada July 2000 - April 2002
Bank of Montreal May 1997 - July 2000
Skills
Succession Planning, Performance Management, Management Development, Change Management, 360 Feedback, Onboarding, Deferred Compensation, Talent Management, Employee Engagement, Employee Relations, Workforce Planning, Human Resources, Employee Benefits, HRIS, Personnel Management
Education
Seneca College of Applied Arts and Technology 1995 — 1996
Post Graduate Certificate of Human Resources Management
University of Toronto
Honours Bachelor of Arts, Political Science and Sociology
Jameel Mohamed's Fidelity Investments Canada Experience July 2008 - Present
Job Senior LAN & Desktop Analyst at Fidelity Investments
Industry Financial Services
Experience
FIDELITY INVESTMENTS CANADA July 2008 - Present
FIDELITY INVESTMENTS CANADA November 2006 - June 2008
COPPLEY APPAREL GROUP November 2004 - March 2006
McMaster University January 2003 - October 2004
Paramount Pictures September 2001 - May 2004
CITY OF TORONTO - WORKS AND EMERGENCY SERVICES May 2002 - August 2002
McMaster University June 2000 - April 2001
Skills
Troubleshooting, Advertising, Program Management, Access, MS Project, MySQL, Active Directory, Disaster Recovery, Project Planning, Windows Server, Video, Change Management, Servers, TCP/IP, Software Documentation, Operating Systems, Technical Support, Web Design, Microsoft Office, Security, Visio, Windows XP
Education
McMaster University 1998 — 2004
B.A. (Hons.), Communications & Multimedia
McMaster University
FIDELITY INVESTMENTS CANADA July 2008 - Present
FIDELITY INVESTMENTS CANADA November 2006 - June 2008
COPPLEY APPAREL GROUP November 2004 - March 2006
McMaster University January 2003 - October 2004
Paramount Pictures September 2001 - May 2004
CITY OF TORONTO - WORKS AND EMERGENCY SERVICES May 2002 - August 2002
McMaster University June 2000 - April 2001
Skills
Troubleshooting, Advertising, Program Management, Access, MS Project, MySQL, Active Directory, Disaster Recovery, Project Planning, Windows Server, Video, Change Management, Servers, TCP/IP, Software Documentation, Operating Systems, Technical Support, Web Design, Microsoft Office, Security, Visio, Windows XP
Education
McMaster University 1998 — 2004
B.A. (Hons.), Communications & Multimedia
McMaster University
Nicolette Mapplebeck Nicolette Mapplebeck's Fidelity Investments Canada Experience 1995 - 1997
Job Owner, Christkat Consulting
Industry Human Resources
Experience
Chriskat Consulting June 2002 - Present
Fragomen May 2011 - October 2012
Merrill Lynch Canada 1998 - 2001
Fidelity Investments Canada 1995 - 1997
CIBC Wood Gundy 1990 - 1995
Skills
Employee Relations, Recruiting, Training, Human Resources, Performance Management, Talent Management, Personnel Management, Employee Benefits, Interviews, Leadership, Hiring, Succession Planning, HR Consulting, Employment Law, Onboarding, Temporary Placement, Organizational..., Employee Engagement, Management, Deferred Compensation, CRM, Talent Acquisition, Project Management, HRIS, Organizational...
Education
University of Toronto 1982 — 1986
Honours Bachelor of Arts, Languages - French and Italian
Università per Stranieri di Perugia
Certificate in Advanced Italian Studies
Chriskat Consulting June 2002 - Present
Fragomen May 2011 - October 2012
Merrill Lynch Canada 1998 - 2001
Fidelity Investments Canada 1995 - 1997
CIBC Wood Gundy 1990 - 1995
Skills
Employee Relations, Recruiting, Training, Human Resources, Performance Management, Talent Management, Personnel Management, Employee Benefits, Interviews, Leadership, Hiring, Succession Planning, HR Consulting, Employment Law, Onboarding, Temporary Placement, Organizational..., Employee Engagement, Management, Deferred Compensation, CRM, Talent Acquisition, Project Management, HRIS, Organizational...
Education
University of Toronto 1982 — 1986
Honours Bachelor of Arts, Languages - French and Italian
Università per Stranieri di Perugia
Certificate in Advanced Italian Studies
Alexander Walczak Alexander Walczak's Fidelity Investments Canada Experience May 2010 - December 2012
Job Compliance and Risk Analyst Trade Surveillance at Fidelity Clearing Canada
Industry Financial Services
Experience
Fidelity Clearing Canada September 2014 - Present
Fidelity Clearing Canada December 2012 - September 2014
Fidelity Investments Canada May 2010 - December 2012
Mentee, Brock Mentorship Plus September 2009 - August 2010
Brock Human Resources Management Association May 2009 - May 2010
Skills
Financial Analysis, Finance, Derivatives, Options, Financial Reporting, Operations Management, Leadership, PowerPoint, Business Analysis, Real Estate
Education
Goodman School of Business at Brock University 2007 — 2011
Bachelor of Business Administration (BBA) (Honours)
Fidelity Clearing Canada September 2014 - Present
Fidelity Clearing Canada December 2012 - September 2014
Fidelity Investments Canada May 2010 - December 2012
Mentee, Brock Mentorship Plus September 2009 - August 2010
Brock Human Resources Management Association May 2009 - May 2010
Skills
Financial Analysis, Finance, Derivatives, Options, Financial Reporting, Operations Management, Leadership, PowerPoint, Business Analysis, Real Estate
Education
Goodman School of Business at Brock University 2007 — 2011
Bachelor of Business Administration (BBA) (Honours)
Chris Cooksey Chris Cooksey's Fidelity Investments Canada Experience March 2011 - March 2015
Job Corporate Communications at Raymond James
Industry Financial Services
Experience
Raymond James Ltd. March 2015 - Present
Fidelity Investments Canada March 2011 - March 2015
RBC Asset Management July 2005 - March 2011
CIBC September 2004 - July 2005
Ariad Custom Communications 2004 - 2004
Canada Life 2000 - 2003
BMO Nesbitt Burns 1998 - 2000
Bank of Montreal 1996 - 1998
Skills
Internal Communications, Wealth Management, Mutual Funds, Strategic Communications, Financial Services, Asset Managment, Investments, Marketing Communications, Alternative Investments, Analysis, Asset Allocation, Asset Management, Banking
Education
Carleton University 1992 — 1996
BA, English
Raymond James Ltd. March 2015 - Present
Fidelity Investments Canada March 2011 - March 2015
RBC Asset Management July 2005 - March 2011
CIBC September 2004 - July 2005
Ariad Custom Communications 2004 - 2004
Canada Life 2000 - 2003
BMO Nesbitt Burns 1998 - 2000
Bank of Montreal 1996 - 1998
Skills
Internal Communications, Wealth Management, Mutual Funds, Strategic Communications, Financial Services, Asset Managment, Investments, Marketing Communications, Alternative Investments, Analysis, Asset Allocation, Asset Management, Banking
Education
Carleton University 1992 — 1996
BA, English
Hector Zhang Hector Zhang's Fidelity Investments Canada Experience June 2015 - Present
Job Programmer Analyst Sr. at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments Canada June 2015 - Present
Data Group of Companies September 2001 - May 2015
Data Group of Companies January 2007 - December 2008
CGI Group March 2000 - September 2001
MJM Networks Pte. Ltd. September 1998 - December 1999
MJM Networks Pte. Ltd. October 1997 - September 1998
Education
Wuhan University of Science and Technology
Master of Engineering (MEng)
Fidelity Investments Canada June 2015 - Present
Data Group of Companies September 2001 - May 2015
Data Group of Companies January 2007 - December 2008
CGI Group March 2000 - September 2001
MJM Networks Pte. Ltd. September 1998 - December 1999
MJM Networks Pte. Ltd. October 1997 - September 1998
Education
Wuhan University of Science and Technology
Master of Engineering (MEng)
Saiyid Hasnain Saiyid Hasnain's Fidelity Investments Canada Experience October 2005 - Present
Job MBA (Marketing & Finance) GPA 3.72/4.0
Industry Financial Services
Experience
Fidelity Investments Canada October 2005 - Present
Fidelity Investments Canada May 2011 - June 2012
American Express October 2003 - October 2005
TeleTech October 2000 - October 2003
Pakistan International Airlines October 1993 - October 2001
AEG Travel Services (Pvt) Ltd - American Express Travel Services October 1986 - October 1993
Skills
Excel, Business Objects, Business Strategy, Automation, Crystal Reports, SharePoint Designer, Xcelsius, OBI, Business Objects XI, PC Airflite, Sabre, XTRAC, Access, Axis, Microsoft Excel, Financial Services, Leadership, SQL, Management, Analysis, Call Centers, Requirements Gathering, Business Analysis, Project Planning, Business Intelligence, Finance, SDLC
Education
Institute of Business Administration 1997 — 2001
MBA
La Salle High school
Gr 8-9
S E College
B Sc
Sadiq Public School
High School
Fidelity Investments Canada October 2005 - Present
Fidelity Investments Canada May 2011 - June 2012
American Express October 2003 - October 2005
TeleTech October 2000 - October 2003
Pakistan International Airlines October 1993 - October 2001
AEG Travel Services (Pvt) Ltd - American Express Travel Services October 1986 - October 1993
Skills
Excel, Business Objects, Business Strategy, Automation, Crystal Reports, SharePoint Designer, Xcelsius, OBI, Business Objects XI, PC Airflite, Sabre, XTRAC, Access, Axis, Microsoft Excel, Financial Services, Leadership, SQL, Management, Analysis, Call Centers, Requirements Gathering, Business Analysis, Project Planning, Business Intelligence, Finance, SDLC
Education
Institute of Business Administration 1997 — 2001
MBA
La Salle High school
Gr 8-9
S E College
B Sc
Sadiq Public School
High School
Maxine Castle, PMP Maxine Castle, PMP's Fidelity Investments Canada Experience 2002 - 2008
Job IT Project Manager at TD Bank Group
Industry Financial Services
Experience
TD Bank Group December 2011 - Present
Morneau Shepell 2010 - October 2011
RBC Capital Markets 2009 - 2009
Fidelity Investments Canada 2002 - 2008
Fidelity Investments Canada 2000 - 2002
Fidelity Investments Canada 1999 - 2000
Fidelity Investments Canada 1998 - 1999
Education
DeVry Institute of Technology 1998 — 1999
DeVry IT Certification, Information Technology Diploma
York University 1996 — 1997
HBA, Psychology
University of Western Ontario 1993 — 1996
BA, Bachelor of Arts
Project Management Institute
Thornlea Secondary School
TD Bank Group December 2011 - Present
Morneau Shepell 2010 - October 2011
RBC Capital Markets 2009 - 2009
Fidelity Investments Canada 2002 - 2008
Fidelity Investments Canada 2000 - 2002
Fidelity Investments Canada 1999 - 2000
Fidelity Investments Canada 1998 - 1999
Education
DeVry Institute of Technology 1998 — 1999
DeVry IT Certification, Information Technology Diploma
York University 1996 — 1997
HBA, Psychology
University of Western Ontario 1993 — 1996
BA, Bachelor of Arts
Project Management Institute
Thornlea Secondary School
Nancy Lupi Nancy Lupi's Fidelity Investments Canada Experience EVP & Managing Director, CanadaHSBC SecuritiesMarch 1999 - April 2001
Job Vice President, Human Resources at Fidelity Investments Canada
Industry Financial Services
Experience
Fidelity Investments Canada EVP & Managing Director, CanadaHSBC SecuritiesMarch 1999 - April 2001
E*TRADE Financial October 1996 - June 1998
RBC Dominion Securities June 1981 - September 1996
Education
Ryerson University 1975 — 1978
Diploma, Fashion Merchandising
Collingwood Collegiate 1970 — 1975
Fidelity Investments Canada EVP & Managing Director, CanadaHSBC SecuritiesMarch 1999 - April 2001
E*TRADE Financial October 1996 - June 1998
RBC Dominion Securities June 1981 - September 1996
Education
Ryerson University 1975 — 1978
Diploma, Fashion Merchandising
Collingwood Collegiate 1970 — 1975
Matt Heaney, CIM's Fidelity Investments Canada Experience November 2011 - February 2013
Job Financial Services Professional
Industry Financial Services
Experience
Sun Life Financial May 2013 - Present
Fidelity Investments Canada November 2011 - February 2013
Fidelity Investments January 2008 - November 2011
Skills
Investments, Mutual Funds, Analytical Skills, Retirement Planning, Investment Strategies, Wealth Management, Asset Allocation, Strategic Financial..., Retirement, Pensions, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Investment Advisory, Securities, CRM, Sales, Alternative Investments
Education
Fanshawe College 2002 — 2004
Financial Services Diploma
McMaster University 1999 — 2002
BA, Economics
Sun Life Financial May 2013 - Present
Fidelity Investments Canada November 2011 - February 2013
Fidelity Investments January 2008 - November 2011
Skills
Investments, Mutual Funds, Analytical Skills, Retirement Planning, Investment Strategies, Wealth Management, Asset Allocation, Strategic Financial..., Retirement, Pensions, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Investment Advisory, Securities, CRM, Sales, Alternative Investments
Education
Fanshawe College 2002 — 2004
Financial Services Diploma
McMaster University 1999 — 2002
BA, Economics
Edmund Nabutete, PMP Edmund Nabutete, PMP's Fidelity Investments Canada Experience October 2006 - July 2011
Job Senior Manager, IT Operations, Eastern Canada at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. August 2014 - Present
Canaccord Genuity Group Inc. August 2011 - August 2014
Fidelity Investments, Canada October 2006 - July 2011
ACS XEROX Company October 2004 - October 2006
Affiliated Computer Services February 2004 - October 2004
Affiliated Computer Services June 2001 - February 2004
Skills
Disaster Recovery, Business Analysis, Data Center, Vendor Management, Certified Project..., Mobile Communications, Team Management, Business Planning, Account Management, Customer Relations, Escalation Management, Contract Negotiation, Network Security, Change Management, Project Management, Mobile Technology, Operations Management, Presentations, Telecommunications..., Telecommunications..., Executive Reporting, Customer Service, Incident Management, Servers, IT Operations, Information Technology, Incident Handling, PMP, WAN, VMware, Telecommunications, Networking, VoIP, Wireless, Management, IT Service Management
Education
Christian Brothers University 1997 — 2001
Information Technology Management, Business
Canaccord Genuity Group Inc. August 2014 - Present
Canaccord Genuity Group Inc. August 2011 - August 2014
Fidelity Investments, Canada October 2006 - July 2011
ACS XEROX Company October 2004 - October 2006
Affiliated Computer Services February 2004 - October 2004
Affiliated Computer Services June 2001 - February 2004
Skills
Disaster Recovery, Business Analysis, Data Center, Vendor Management, Certified Project..., Mobile Communications, Team Management, Business Planning, Account Management, Customer Relations, Escalation Management, Contract Negotiation, Network Security, Change Management, Project Management, Mobile Technology, Operations Management, Presentations, Telecommunications..., Telecommunications..., Executive Reporting, Customer Service, Incident Management, Servers, IT Operations, Information Technology, Incident Handling, PMP, WAN, VMware, Telecommunications, Networking, VoIP, Wireless, Management, IT Service Management
Education
Christian Brothers University 1997 — 2001
Information Technology Management, Business
Dolores Wong's Fidelity Investments Canada Experience December 2004 - May 2007
Job Sales Coordinator at IA Clarington
Industry Financial Services
Experience
Primerica Financial Services Sales CoordinatorIA ClaringtonOctober 2008 - Present
Memories Of Your Wedding February 2006 - Present
Fidelity Investments Canada December 2004 - May 2007
Fidelity Investments 2004 - 2007
Yahoo! Canada 2002 - 2004
Education
Ryerson University 1992 — 1996
Business Management, Marketing
Primerica Financial Services Sales CoordinatorIA ClaringtonOctober 2008 - Present
Memories Of Your Wedding February 2006 - Present
Fidelity Investments Canada December 2004 - May 2007
Fidelity Investments 2004 - 2007
Yahoo! Canada 2002 - 2004
Education
Ryerson University 1992 — 1996
Business Management, Marketing
Alexandre Pichtchikov's Fidelity Investments Canada Experience February 2012 - Present
Job Sr. Java developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments Canada February 2012 - Present
London life / Great-West Lifeco Inc December 2010 - February 2012
Versa Systems March 2004 - December 2010
Betatron February 2002 - December 2003
The Biographix Corporation January 2001 - January 2002
Skills
Java, J2EE, Spring, Struts, JSP, Oracle, PROGRESS 10, 11, SQL Server, Websphere, Tomcat 7, JBOSS, Fatwire, JBoss Application Server, Java Enterprise Edition, Microsoft SQL Server
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki
Master, Computer Sciense
Fidelity Investments Canada February 2012 - Present
London life / Great-West Lifeco Inc December 2010 - February 2012
Versa Systems March 2004 - December 2010
Betatron February 2002 - December 2003
The Biographix Corporation January 2001 - January 2002
Skills
Java, J2EE, Spring, Struts, JSP, Oracle, PROGRESS 10, 11, SQL Server, Websphere, Tomcat 7, JBOSS, Fatwire, JBoss Application Server, Java Enterprise Edition, Microsoft SQL Server
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki
Master, Computer Sciense
Ishri Jokhu's Fidelity Investments Canada Experience January 2000 - February 2002
Job SR. Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2002 - Present
Fidelity Investments Canada January 2000 - February 2002
CIBC World Markets September 1998 - February 2000
Education
Mohawk College 1994 — 1996
Technology Systems Diploma
McMaster University 1990 — 1994
Bachelors in Physical Education
Fidelity Investments March 2002 - Present
Fidelity Investments Canada January 2000 - February 2002
CIBC World Markets September 1998 - February 2000
Education
Mohawk College 1994 — 1996
Technology Systems Diploma
McMaster University 1990 — 1994
Bachelors in Physical Education
Joey Sachs's Fidelity Investments Canada Experience October 2000 - January 2005
Job Portfolio Manager Associate at U.S. Trust / Bank of America Private Wealth Management
Industry Financial Services
Experience
Bank of America June 2014 - Present
Fidelity Investments Canada ULC January 2005 - October 2010
Fidelity Investments Canada October 2000 - January 2005
Fidelity Investments (Dallas,Tx) 1994 - 2000
Skills
Investments, Mutual Funds, Financial Services, Equities
Education
Texas Tech 1980 — 1986
BA, Communications
Bank of America June 2014 - Present
Fidelity Investments Canada ULC January 2005 - October 2010
Fidelity Investments Canada October 2000 - January 2005
Fidelity Investments (Dallas,Tx) 1994 - 2000
Skills
Investments, Mutual Funds, Financial Services, Equities
Education
Texas Tech 1980 — 1986
BA, Communications
Cathie Mangiardi's Fidelity Investments Canada Experience 2002 - 2004
Job Director, Staffing at Fidelity Investments Canada ULC
Industry Financial Services
Experience
Fidelity Investments Canada ULC 2007 - Present
Fidelity Investments Canada ULC 2004 - 2007
Fidelity Investments Canada 2002 - 2004
Fidelity Investments Canada 2000 - 2002
Fidelity Investments 1999 - 2000
Fidelity Investments November 1997 - July 1999
University of Alberta 1997 - 1997
George Brown College 1996 - 1997
Heart and Stroke Foundation 1995 - 1996
Sault College 1992 - 1995
Education
Central Michigan University
MA, Adult Education
Seneca College of Applied Arts and Technology
Post Diploma, Human Resources, Staff Development
Western University
BA, History
Fidelity Investments Canada ULC 2007 - Present
Fidelity Investments Canada ULC 2004 - 2007
Fidelity Investments Canada 2002 - 2004
Fidelity Investments Canada 2000 - 2002
Fidelity Investments 1999 - 2000
Fidelity Investments November 1997 - July 1999
University of Alberta 1997 - 1997
George Brown College 1996 - 1997
Heart and Stroke Foundation 1995 - 1996
Sault College 1992 - 1995
Education
Central Michigan University
MA, Adult Education
Seneca College of Applied Arts and Technology
Post Diploma, Human Resources, Staff Development
Western University
BA, History
Heather (Giffin) Dominique's Fidelity Investments Canada Experience 2010 - Present
Job Director, Marketing
Industry Financial Services
Experience
Fidelity Investments Canada 2010 - Present
Bank of Montreal 2006 - 2008
BMO Nesbitt Burns 2006 - 2006
Heather's Fun 2003 - 2005
CIBC Wood Gundy 1996 - 2002
Sun Life Trust 1989 - 1995
Skills
Leadership, People Management, Strategy, Marketing Strategy, Digital Strategy, Content Strategy, Marketing, Digital Marketing, Product Management, Mutual Funds, Investments, Management, Change Management, Risk Management, Analytics
Education
Saint Mary's University
BA, Sociology
University of Toronto
Certificate in Project Management Fundamentals
Fidelity Investments Canada 2010 - Present
Bank of Montreal 2006 - 2008
BMO Nesbitt Burns 2006 - 2006
Heather's Fun 2003 - 2005
CIBC Wood Gundy 1996 - 2002
Sun Life Trust 1989 - 1995
Skills
Leadership, People Management, Strategy, Marketing Strategy, Digital Strategy, Content Strategy, Marketing, Digital Marketing, Product Management, Mutual Funds, Investments, Management, Change Management, Risk Management, Analytics
Education
Saint Mary's University
BA, Sociology
University of Toronto
Certificate in Project Management Fundamentals
Rob Strickland's Fidelity Investments Canada Experience February 2005 - Present
Job President, Fidelity Investments Canada
Industry Investment Management
Experience
Fidelity Investments Canada February 2005 - Present
Fidelity Investments Canada July 2003 - February 2005
TD Bank Financial Group August 2001 - June 2003
Tokyo Mitsubishi TD Waterhouse Co. January 2000 - July 2001
Skills
Investment Strategies, Strategic Financial..., Wealth Management, Equities, Asset Management, Mutual Funds, Investments, Portfolio Management, Strategic Planning, Financial Planners, Securities, Investment Advisory, Retirement Planning, Alternative Investments, Financial Advisory, Fixed Income, Retirement, Asset Allocation, Risk Management, Capital Markets, Asset Managment
Education
McMaster University 1984 — 1987
Master of Business Administration (M.B.A.), Finance, General
Wilfrid Laurier University 1979 — 1983
Honours Business Administration, Accounting and Finance
Fidelity Investments Canada February 2005 - Present
Fidelity Investments Canada July 2003 - February 2005
TD Bank Financial Group August 2001 - June 2003
Tokyo Mitsubishi TD Waterhouse Co. January 2000 - July 2001
Skills
Investment Strategies, Strategic Financial..., Wealth Management, Equities, Asset Management, Mutual Funds, Investments, Portfolio Management, Strategic Planning, Financial Planners, Securities, Investment Advisory, Retirement Planning, Alternative Investments, Financial Advisory, Fixed Income, Retirement, Asset Allocation, Risk Management, Capital Markets, Asset Managment
Education
McMaster University 1984 — 1987
Master of Business Administration (M.B.A.), Finance, General
Wilfrid Laurier University 1979 — 1983
Honours Business Administration, Accounting and Finance
Cordelia Chhangte's Fidelity Investments Canada Experience April 1992 - Present
Job Marketing Production Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Canada April 1992 - Present
Education
Sir Wilfred Grenfell Collegiate 1986 — 1987
Canadian University College 1985 — 1986
Herdman Collegiate 1984 — 1985
Fidelity Investments Canada April 1992 - Present
Education
Sir Wilfred Grenfell Collegiate 1986 — 1987
Canadian University College 1985 — 1986
Herdman Collegiate 1984 — 1985
Patricia Corcoran's Fidelity Investments Canada Experience November 2003 - April 2011
Job Regional VicePresident, Retail Sales Markets, Western Region at Standard Life
Industry Financial Services
Experience
Standard Life April 2013 - Present
Standard Life April 2011 - April 2013
Fidelity Investments Canada November 2003 - April 2011
Bank of Montreal 2001 - 2003
Ford Motor Credit 1994 - 1999
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Financial Services, Portfolio Management, Retirement, Financial Advisory
Education
State University of New York College at Oswego
B.Sc., Business/Commerce, General
Standard Life April 2013 - Present
Standard Life April 2011 - April 2013
Fidelity Investments Canada November 2003 - April 2011
Bank of Montreal 2001 - 2003
Ford Motor Credit 1994 - 1999
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Financial Services, Portfolio Management, Retirement, Financial Advisory
Education
State University of New York College at Oswego
B.Sc., Business/Commerce, General
Thomas Caulfield's Fidelity Investments Canada Experience December 2007 - Present
Job District Vice President at Fidelity Investments Canada
Industry Financial Services
Experience
Fidelity Investments Canada December 2007 - Present
Fidelity Investments Canada April 2004 - November 2007
Fidelity Investments Canada March 2002 - March 2004
Fidelity Investments Canada June 2000 - February 2002
Fidelity Investments Canada January 2000 - May 2000
Skills
Mutual Funds, Wealth Management, Investment Strategies, Retirement, Investment Advisory, Financial Planners, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Pensions, Securities, Asset Allocation, Financial Advisory, Estate Planning, Asset Management, Financial Planning, Financial Services, Equities, Relationship Management, Alternative Investments, Fixed Income, Risk Management
Education
CSI Global Education 2000 — 2003
PFP, Professional Financial Planning Course
Carleton University 1995 — 1999
Bachelor of Arts
John Fraser Secondary 1990 — 1995
High School
Fidelity Investments Canada December 2007 - Present
Fidelity Investments Canada April 2004 - November 2007
Fidelity Investments Canada March 2002 - March 2004
Fidelity Investments Canada June 2000 - February 2002
Fidelity Investments Canada January 2000 - May 2000
Skills
Mutual Funds, Wealth Management, Investment Strategies, Retirement, Investment Advisory, Financial Planners, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Pensions, Securities, Asset Allocation, Financial Advisory, Estate Planning, Asset Management, Financial Planning, Financial Services, Equities, Relationship Management, Alternative Investments, Fixed Income, Risk Management
Education
CSI Global Education 2000 — 2003
PFP, Professional Financial Planning Course
Carleton University 1995 — 1999
Bachelor of Arts
John Fraser Secondary 1990 — 1995
High School
Jason Coombs's Fidelity Investments Canada Experience May 2001 - September 2001
Job Sales at Bell
Industry Telecommunications
Experience
Bell September 2009 - Present
Wells Fargo Financial September 2001 - December 2005
IBM April 2003 - January 2005
Fidelity Investments Canada May 2001 - September 2001
Skills
•Excellent..., Analytical Skills, Problem Solving, Computer Proficiency, Management, Project Management, Team Leadership, Leadership, Microsoft Office, Wireless, Account Management, Sales Management, VoIP, Telecommunications, Customer Service, Microsoft Word, Sales, Finance, Risk Management, Teamwork, Social Media
Education
George Brown College 2014 — 2015
Financial Planning Graduate Certificate, Finance, General
York University 1996 — 2001
Bachelor of Arts (B.A.), Geography
Bell September 2009 - Present
Wells Fargo Financial September 2001 - December 2005
IBM April 2003 - January 2005
Fidelity Investments Canada May 2001 - September 2001
Skills
•Excellent..., Analytical Skills, Problem Solving, Computer Proficiency, Management, Project Management, Team Leadership, Leadership, Microsoft Office, Wireless, Account Management, Sales Management, VoIP, Telecommunications, Customer Service, Microsoft Word, Sales, Finance, Risk Management, Teamwork, Social Media
Education
George Brown College 2014 — 2015
Financial Planning Graduate Certificate, Finance, General
York University 1996 — 2001
Bachelor of Arts (B.A.), Geography
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY