Fidelity Investments Canada ULC
Industry: Company
DescriptionFounded: 1987 Parent organization: Fidelity Investments
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Fidelity Investments Canada ULC Employees
Employee
Years
Job
Industry
Karen Layne-Yorke Karen Layne-Yorke's Fidelity Investments Canada ULC Experience 2005 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
American Express 2013 - Present
Sun Life Financial 2010 - 2012
Citibank February 2010 - August 2010
Fidelity Investments Canada ULC 2005 - 2009
Fidelity Investments 2001 - 2005
Fidelity Investments January 2000 - December 2000
Scotiabank 1995 - 1999
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Relationship Management, Business Relationship..., Strategic Financial..., Asset Managment, Retirement Planning, New Business Development, Solution Selling, Strategic Partnerships, Strategic Thinking, Identifying Client Needs, Sales Presentations, Marketing Strategy, Business Planning, Business Intelligence, RFP, RFI, Finalist Presentations, Key Account Management, Key Account Development, Analytic Thinking
Education
University of Iowa
Bachelor of Arts (B.A.), Business Administration and English
American Express 2013 - Present
Sun Life Financial 2010 - 2012
Citibank February 2010 - August 2010
Fidelity Investments Canada ULC 2005 - 2009
Fidelity Investments 2001 - 2005
Fidelity Investments January 2000 - December 2000
Scotiabank 1995 - 1999
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Relationship Management, Business Relationship..., Strategic Financial..., Asset Managment, Retirement Planning, New Business Development, Solution Selling, Strategic Partnerships, Strategic Thinking, Identifying Client Needs, Sales Presentations, Marketing Strategy, Business Planning, Business Intelligence, RFP, RFI, Finalist Presentations, Key Account Management, Key Account Development, Analytic Thinking
Education
University of Iowa
Bachelor of Arts (B.A.), Business Administration and English
Maureen McKay Maureen McKay's Fidelity Investments Canada ULC Experience July 2006 - March 2008
Job Client Relationship Executive, Group Retirement Services, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Sun Life Financial April 2010 - June 2014
Fidelity Investments March 2008 - November 2008
Fidelity Investments Canada ULC July 2006 - March 2008
Fidelity Investments November 2002 - June 2006
BMO Harris Private Banking 1998 - 2002
BMO Nesbitt Burns 1997 - 1998
BMO Nesbitt Burns 1994 - 1997
Skills
Marketing Strategy, Integrated Marketing, Mutual Funds, Marketing, Strategy, Budgets, Management, Sales, Financial Services, Strategic Planning, Defined Benefit, Marketing Communications, Wealth Management, Retirement, Employee Benefits, Insurance, Investments
Education
Seneca College of Applied Arts and Technology 1989 — 1989
Honours Post-Graduate Diploma, Corporate Communications
Western University 1984 — 1988
B.A., Philosphy
Sun Life Financial June 2014 - Present
Sun Life Financial April 2010 - June 2014
Fidelity Investments March 2008 - November 2008
Fidelity Investments Canada ULC July 2006 - March 2008
Fidelity Investments November 2002 - June 2006
BMO Harris Private Banking 1998 - 2002
BMO Nesbitt Burns 1997 - 1998
BMO Nesbitt Burns 1994 - 1997
Skills
Marketing Strategy, Integrated Marketing, Mutual Funds, Marketing, Strategy, Budgets, Management, Sales, Financial Services, Strategic Planning, Defined Benefit, Marketing Communications, Wealth Management, Retirement, Employee Benefits, Insurance, Investments
Education
Seneca College of Applied Arts and Technology 1989 — 1989
Honours Post-Graduate Diploma, Corporate Communications
Western University 1984 — 1988
B.A., Philosphy
Irum Naqvi Irum Naqvi's Fidelity Investments Canada ULC Experience January 1999 - January 2009
Job at Rancho Margot
Industry Financial Services
Experience
Rancho Margot December 2009 - Present
Fidelity Investments Canada ULC January 1999 - January 2009
Fidelity Investments 1999 - 2009
American Standard March 1997 - December 1998
Skills
Financial Services, Risk Management, Relationship Management, Requirements Gathering, User Acceptance Testing, Quality Assurance, Business Analysis, Mutual Funds, Business Process..., Wealth Management, Investments, Securities, Management, Project Delivery, Leadership, Consulting, SDLC, Requirements Analysis, Testing, Training, Team Leadership, Team Building, Coaching, Analysis, Team Management, Process Improvement, Program Management, Change Management, Software Documentation, PMO, Project Portfolio...
Education
Seneca College of Applied Arts and Technology 1983 — 1984
Diploma, Business Programming
Karachi University
B.A. Hons, International Relations
Rancho Margot December 2009 - Present
Fidelity Investments Canada ULC January 1999 - January 2009
Fidelity Investments 1999 - 2009
American Standard March 1997 - December 1998
Skills
Financial Services, Risk Management, Relationship Management, Requirements Gathering, User Acceptance Testing, Quality Assurance, Business Analysis, Mutual Funds, Business Process..., Wealth Management, Investments, Securities, Management, Project Delivery, Leadership, Consulting, SDLC, Requirements Analysis, Testing, Training, Team Leadership, Team Building, Coaching, Analysis, Team Management, Process Improvement, Program Management, Change Management, Software Documentation, PMO, Project Portfolio...
Education
Seneca College of Applied Arts and Technology 1983 — 1984
Diploma, Business Programming
Karachi University
B.A. Hons, International Relations
Adrienne Julien, BA, CHRP Adrienne Julien, BA, CHRP's Fidelity Investments Canada ULC Experience 2010 - 2011
Job Human Resources Coordinator / Administrator
Industry Human Resources
Experience
Deputy Minister's Office, Ministry of Children and Youth Services April 2015 - June 2015
Infrastructure Ontario June 2014 - November 2014
Office of the Public Guardian and Trustee January 2014 - March 2014
VHA Home HealthCare June 2013 - September 2013
Mackenzie Health September 2012 - February 2013
Fidelity Investments Canada ULC 2010 - 2011
RBC Dominion Securities 2006 - 2010
Skills
Human Resources, Cultural Diversity, Accessibility, Administrative..., Customer Service, Event Planning, Microsoft Word, Microsoft Excel, PowerPoint, Conflict Resolution, Retail Sales, Investment Banking, Report Writing, Creative Writing, Proposal Writing, Grant Writing, Employment Law, Employee Relations, Diversity & Inclusion, Equality & Diversity, Training, Time Management
Education
Seneca College of Applied Arts and Technology 2012 — 2013
Post Graduate Co-op Certificate, Human Resources Management and Services
University of Western Ontario - Brescia University College 1997 — 2002
B.A., Political Science
Deputy Minister's Office, Ministry of Children and Youth Services April 2015 - June 2015
Infrastructure Ontario June 2014 - November 2014
Office of the Public Guardian and Trustee January 2014 - March 2014
VHA Home HealthCare June 2013 - September 2013
Mackenzie Health September 2012 - February 2013
Fidelity Investments Canada ULC 2010 - 2011
RBC Dominion Securities 2006 - 2010
Skills
Human Resources, Cultural Diversity, Accessibility, Administrative..., Customer Service, Event Planning, Microsoft Word, Microsoft Excel, PowerPoint, Conflict Resolution, Retail Sales, Investment Banking, Report Writing, Creative Writing, Proposal Writing, Grant Writing, Employment Law, Employee Relations, Diversity & Inclusion, Equality & Diversity, Training, Time Management
Education
Seneca College of Applied Arts and Technology 2012 — 2013
Post Graduate Co-op Certificate, Human Resources Management and Services
University of Western Ontario - Brescia University College 1997 — 2002
B.A., Political Science
Irina Kashelsky's Fidelity Investments Canada ULC Experience November 2008 - Present
Job SR.Business Intelligence Programmer Analyst, SAP BI Certified Application Associate
Industry Information Technology and Services
Experience
Fidelity Investments Canada ULC November 2008 - Present
Toronto College of Technology December 2012 - April 2013
Fidelity Investments April 2005 - November 2008
CPAS Systems Inc. January 2000 - February 2003
Skills
SAP BI, OBIEE, Crystal Reports, Critical Thinking, Data Analysis, Data Governance, BI Architecture, Oracle PL/SQL..., Data Mining, Metadata Modeling, Dashboard Builder, Business Intelligence..., Communication Skills, Hands-on Problem Solver, Relationship-builder..., Outstanding..., Product Support, Analytic Problem Solving, Programming, Professional Ethics, Timely Decision Making, Business Intelligence..., Integration, Business Intelligence, Business Objects, SAP, Data Warehousing, ETL
Education
Siberian Federal University (former Krasnoyarsk State University) 1987 — 1993
Master Degree Diploma
Fidelity Investments Canada ULC November 2008 - Present
Toronto College of Technology December 2012 - April 2013
Fidelity Investments April 2005 - November 2008
CPAS Systems Inc. January 2000 - February 2003
Skills
SAP BI, OBIEE, Crystal Reports, Critical Thinking, Data Analysis, Data Governance, BI Architecture, Oracle PL/SQL..., Data Mining, Metadata Modeling, Dashboard Builder, Business Intelligence..., Communication Skills, Hands-on Problem Solver, Relationship-builder..., Outstanding..., Product Support, Analytic Problem Solving, Programming, Professional Ethics, Timely Decision Making, Business Intelligence..., Integration, Business Intelligence, Business Objects, SAP, Data Warehousing, ETL
Education
Siberian Federal University (former Krasnoyarsk State University) 1987 — 1993
Master Degree Diploma
Fiona Christie's Fidelity Investments Canada ULC Experience March 2005 - February 2009
Job Senior Production Coordinator at Invesco Trimark
Industry Investment Management
Experience
Invesco Canada January 2010 - Present
AEGON/Transamerica Life Canada June 2009 - December 2009
Fidelity Investments Canada ULC March 2005 - February 2009
Fidelity Investments Canada ULC 2005 - 2006
Fidelity Investments Canada ULC. 2002 - 2004
Fidelity Investments Canada ULC. 2001 - 2002
Fidelity Investments 1998 - 2001
Skills
Marketing Communications, Mutual Funds, Digital Marketing, Marketing Strategy, Email Marketing, Investments, Budgets, Internal Communications, Management, Advertising, Marketing, Financial Services, Corporate Communications, Relationship Management, Leadership, Social Media
Education
Dalhousie University 1992 — 1996
BA, English
Invesco Canada January 2010 - Present
AEGON/Transamerica Life Canada June 2009 - December 2009
Fidelity Investments Canada ULC March 2005 - February 2009
Fidelity Investments Canada ULC 2005 - 2006
Fidelity Investments Canada ULC. 2002 - 2004
Fidelity Investments Canada ULC. 2001 - 2002
Fidelity Investments 1998 - 2001
Skills
Marketing Communications, Mutual Funds, Digital Marketing, Marketing Strategy, Email Marketing, Investments, Budgets, Internal Communications, Management, Advertising, Marketing, Financial Services, Corporate Communications, Relationship Management, Leadership, Social Media
Education
Dalhousie University 1992 — 1996
BA, English
Delbar Irani's Fidelity Investments Canada ULC Experience November 2000 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments Canada ULC November 2000 - Present
BBDO September 2000 - October 2000
Galadari Brothers 1983 - 2000
Skills
Outlook, Microsoft Office, Administrative..., Microsoft Excel, Visio, Event Management, Access, Leadership, Project Management, Microsoft Word, Lotus Notes, System Administration, Employee Relations, Office Management, Training, Human Resources, PowerPoint, Management
Education
Davar's College
University of Mumbai
B.A.
Fidelity Investments Canada ULC November 2000 - Present
BBDO September 2000 - October 2000
Galadari Brothers 1983 - 2000
Skills
Outlook, Microsoft Office, Administrative..., Microsoft Excel, Visio, Event Management, Access, Leadership, Project Management, Microsoft Word, Lotus Notes, System Administration, Employee Relations, Office Management, Training, Human Resources, PowerPoint, Management
Education
Davar's College
University of Mumbai
B.A.
Kevin Paterson's Fidelity Investments Canada ULC Experience 2003 - 2005
Job Director, Major Initiatives at CIBC
Industry Financial Services
Experience
CIBC July 2013 - Present
CIBC Wealth Management May 2012 - June 2013
GMP Securities January 2010 - May 2012
Richardson Partners Financial February 2005 - January 2010
Fidelity Investments Canada ULC 2003 - 2005
Skills
Wealth Management, Securities, Mutual Funds, Business Analysis, Investments, Vendor Management, Data Center, Credit, Equities, Financial Services, Options, Portfolio Management, Relationship Management, Risk Management, Strategic Financial...
Education
University of Manitoba 1994 — 2000
Bachelor of Commerce (B.Com.), Marketing
CIBC July 2013 - Present
CIBC Wealth Management May 2012 - June 2013
GMP Securities January 2010 - May 2012
Richardson Partners Financial February 2005 - January 2010
Fidelity Investments Canada ULC 2003 - 2005
Skills
Wealth Management, Securities, Mutual Funds, Business Analysis, Investments, Vendor Management, Data Center, Credit, Equities, Financial Services, Options, Portfolio Management, Relationship Management, Risk Management, Strategic Financial...
Education
University of Manitoba 1994 — 2000
Bachelor of Commerce (B.Com.), Marketing
David Burbach's Fidelity Investments Canada ULC Experience 1996 - January 2009
Job Partner of YTM Capital Asset Management Ltd.
Industry Financial Services
Experience
YTM Capital Asset Management Ltd. July 2013 - Present
Mackenzie Financial January 2009 - June 2013
Fidelity Investments Canada ULC 1996 - January 2009
Blake, Cassels & Graydon LLP 1994 - 1995
Trinity College, University of Toronto 1992 - 1994
Skills
Contract Negotiation, Strategic Planning, Securities, Securities Regulation, Risk Management, Mergers, Financial Services, Pensions, Capital Markets, Mutual Funds, Corporate Governance, Investment Advisory, Corporate Law, Negotiation, Intellectual Property, Commercial Litigation, Derivatives, Hedge Funds, Asset Management, Employment Law, Executive Management, Investments, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Venture Capital, AML, Privacy Law, Private Placements, Wealth Management
Education
Canadian Securities Institute
Chartered Investment Manager
Niagara Institute, Centre for Creative Leadership
Leadership Development Porgram
University of Toronto 1991 — 1994
LL.B
The University of Western Ontario - Richard Ivey School of Business 1987 — 1991
HBA
YTM Capital Asset Management Ltd. July 2013 - Present
Mackenzie Financial January 2009 - June 2013
Fidelity Investments Canada ULC 1996 - January 2009
Blake, Cassels & Graydon LLP 1994 - 1995
Trinity College, University of Toronto 1992 - 1994
Skills
Contract Negotiation, Strategic Planning, Securities, Securities Regulation, Risk Management, Mergers, Financial Services, Pensions, Capital Markets, Mutual Funds, Corporate Governance, Investment Advisory, Corporate Law, Negotiation, Intellectual Property, Commercial Litigation, Derivatives, Hedge Funds, Asset Management, Employment Law, Executive Management, Investments, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Venture Capital, AML, Privacy Law, Private Placements, Wealth Management
Education
Canadian Securities Institute
Chartered Investment Manager
Niagara Institute, Centre for Creative Leadership
Leadership Development Porgram
University of Toronto 1991 — 1994
LL.B
The University of Western Ontario - Richard Ivey School of Business 1987 — 1991
HBA
Michelle Mayers's Fidelity Investments Canada ULC Experience 2001 - Present
Job EA to EVP, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Canada ULC 2001 - Present
Telespectrum Canada August 1999 - May 2000
Minto Developments Inc. July 1998 - June 1999
Skills
Investments, Financial Services
Education
Tyndale University & Seminary 2000 — 2004
Masters of Theological Studies, Ministry
Ryerson University
BA, Business Management
Fidelity Investments Canada ULC 2001 - Present
Telespectrum Canada August 1999 - May 2000
Minto Developments Inc. July 1998 - June 1999
Skills
Investments, Financial Services
Education
Tyndale University & Seminary 2000 — 2004
Masters of Theological Studies, Ministry
Ryerson University
BA, Business Management
April Sham's Fidelity Investments Canada ULC Experience July 2014 - Present
Job Internet Application Manager
Industry Financial Services
Experience
Fidelity Investments Canada ULC July 2014 - Present
Fidelity Investments Canada ULC January 2010 - July 2014
IBM Global Services, Securities Industry Services May 2008 - January 2010
Fidelity Investments Canada ULC June 2005 - April 2008
Skills
Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, User Acceptance Testing, User Interface, Wireframes, Visio, Mass Email Marketing, Systems Analysis, PMO, PMP, Project Delivery, Project Portfolio..., Business Process Mapping, Management, Financial Services, Agile Methodologies, Project Management, Business Process..., Vendor Management
Education
York University 1998 — 2002
BA, French Studies
Université Lumière (Lyon II) 1995 — 1996
French
Fidelity Investments Canada ULC July 2014 - Present
Fidelity Investments Canada ULC January 2010 - July 2014
IBM Global Services, Securities Industry Services May 2008 - January 2010
Fidelity Investments Canada ULC June 2005 - April 2008
Skills
Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, User Acceptance Testing, User Interface, Wireframes, Visio, Mass Email Marketing, Systems Analysis, PMO, PMP, Project Delivery, Project Portfolio..., Business Process Mapping, Management, Financial Services, Agile Methodologies, Project Management, Business Process..., Vendor Management
Education
York University 1998 — 2002
BA, French Studies
Université Lumière (Lyon II) 1995 — 1996
French
Joey Sachs's Fidelity Investments Canada ULC Experience January 2005 - October 2010
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 ULC Experience 2007 - Present
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
Christopher Bent's Fidelity Investments Canada ULC Experience April 2005 - March 2009
Job Legal Counsel, Investment Funds Branch at Ontario Securities Commission
Industry Legal Services
Experience
Ontario Securities Commission April 2009 - Present
Fidelity Investments Canada ULC April 2005 - March 2009
IMAX Corporation January 2004 - April 2005
Fasken Martineau DuMoulin January 2001 - January 2004
Education
York University - Osgoode Hall Law School 1996 — 1999
Bachelor of Laws, Law
Queen's University 1990 — 1994
Bachelor of Commerce, Business
Ontario Securities Commission April 2009 - Present
Fidelity Investments Canada ULC April 2005 - March 2009
IMAX Corporation January 2004 - April 2005
Fasken Martineau DuMoulin January 2001 - January 2004
Education
York University - Osgoode Hall Law School 1996 — 1999
Bachelor of Laws, Law
Queen's University 1990 — 1994
Bachelor of Commerce, Business
Helen Fong's Fidelity Investments Canada ULC Experience 1994 - 2009
Job Sr. UX Designer at Royal Bank (RBC) Business Financial Services
Industry Financial Services
Experience
Delvinia Interactive October 2014 - February 2015
TD Bank October 2012 - October 2014
Bruze Inc. January 2011 - September 2012
Fidelity Investments Canada ULC 1994 - 2009
Skills
Digital Product..., Information Architecture, Business Analysis, Digital User Experience..., Responsive and Adaptive..., Data Analysis, Digital Application..., Wealth Management, Enterprise Content..., Performance Reporting, Secure Financial..., Mutual Funds, Securities Trading, Travel Insurance, Foreign Exchange, Income tax calculations, Securities Trading..., Process Optimization, Waterfall and Agile..., Financial Transactions..., Axure Wireframe and..., Journey Mapping, User Profiles, User Experience Testing, Software Quality..., Small Business and..., Microsoft Excel, MS Project, MS Visio, Microsoft Word, Microsoft Project, CASL, SEDAR, Relational Database..., Web Systems Architecture, Relational Database..., Photoshop, Flex, AJAX, JQuery, Card Sorting
Education
Ryerson University 2007 — 2010
George Brown College
Western University
BA
Delvinia Interactive October 2014 - February 2015
TD Bank October 2012 - October 2014
Bruze Inc. January 2011 - September 2012
Fidelity Investments Canada ULC 1994 - 2009
Skills
Digital Product..., Information Architecture, Business Analysis, Digital User Experience..., Responsive and Adaptive..., Data Analysis, Digital Application..., Wealth Management, Enterprise Content..., Performance Reporting, Secure Financial..., Mutual Funds, Securities Trading, Travel Insurance, Foreign Exchange, Income tax calculations, Securities Trading..., Process Optimization, Waterfall and Agile..., Financial Transactions..., Axure Wireframe and..., Journey Mapping, User Profiles, User Experience Testing, Software Quality..., Small Business and..., Microsoft Excel, MS Project, MS Visio, Microsoft Word, Microsoft Project, CASL, SEDAR, Relational Database..., Web Systems Architecture, Relational Database..., Photoshop, Flex, AJAX, JQuery, Card Sorting
Education
Ryerson University 2007 — 2010
George Brown College
Western University
BA
Susan Mey's Fidelity Investments Canada ULC Experience 2007 - 2011
Job President at The Green Cricket Inc.
Industry Environmental Services
Experience
The Green Cricket Inc. 2008 - Present
The Boulevard Club 2013 - 2014
Corus Entertainment 2009 - 2013
Fidelity Investments Canada ULC 2007 - 2011
Baker Centre Health Care Foundation 2001 - 2011
Eastman Kodak 2007 - 2007
Kodak Canada Inc. 2005 - 2007
Kodak Canada Inc. 2000 - 2005
The Eaton Company Ltd. 1998 - 1999
The Eaton Company Ltd. 1997 - 1997
Skills
Board of Director..., Executive Management, Strategic Planning, Corporate Governance, Board of Directors, Mergers & Acquisitions, Private Equity, Board Governance, Strategic Leadership, Philanthropy, Corporate Development, Not for Profit, Venture Capital, Turnaround Experience, Sustainable Business, Cleantech, Management, Public Speaking
Education
University of Toronto 1984 — 1987
Doctor of Law (JD)
University of Ottawa 1981 — 1984
Bachelor of Business Administration (B.B.A.), Commerce
University of Toronto - Rotman School of Management
ICD.D
The Green Cricket Inc. 2008 - Present
The Boulevard Club 2013 - 2014
Corus Entertainment 2009 - 2013
Fidelity Investments Canada ULC 2007 - 2011
Baker Centre Health Care Foundation 2001 - 2011
Eastman Kodak 2007 - 2007
Kodak Canada Inc. 2005 - 2007
Kodak Canada Inc. 2000 - 2005
The Eaton Company Ltd. 1998 - 1999
The Eaton Company Ltd. 1997 - 1997
Skills
Board of Director..., Executive Management, Strategic Planning, Corporate Governance, Board of Directors, Mergers & Acquisitions, Private Equity, Board Governance, Strategic Leadership, Philanthropy, Corporate Development, Not for Profit, Venture Capital, Turnaround Experience, Sustainable Business, Cleantech, Management, Public Speaking
Education
University of Toronto 1984 — 1987
Doctor of Law (JD)
University of Ottawa 1981 — 1984
Bachelor of Business Administration (B.B.A.), Commerce
University of Toronto - Rotman School of Management
ICD.D
Michael E. Barnett's Fidelity Investments Canada ULC Experience
Job Executive Vice President Institutional Distribution at Pyramis Global Advisors
Industry Financial Services
Experience
Fidelity Investments Canada ULC
Skills
Portfolio Management, Asset Management, Wealth Management, Financial Services, Mutual Funds, Investments, Equities, Asset Allocation, Investment Strategies
Education
LIU Post
Bachelor of Arts (B.A.), Economics
Fidelity Investments Canada ULC
Skills
Portfolio Management, Asset Management, Wealth Management, Financial Services, Mutual Funds, Investments, Equities, Asset Allocation, Investment Strategies
Education
LIU Post
Bachelor of Arts (B.A.), Economics
Debbie Ali's Fidelity Investments Canada ULC Experience October 2009 - October 2010
Job Director, Planning & Management at Fidelity Clearing Canada
Industry Financial Services
Experience
Fidelity Clearing Canada September 2010 - Present
Fidelity Investments Canada ULC October 2009 - October 2010
Fidelity Investments Canada ULC March 2004 - September 2009
Fidelity Investments July 2001 - February 2003
Skills
Project Management, Vendor Management, Risk Management, Management, Strategy, Portfolio Management, Project Planning, Business Analysis, Investments, Financial Services, Process Improvement, Financial Analysis, Securities, Mutual Funds, SDLC
Education
Ryerson University 1980 — 1983
Accounting & Finance
Fidelity Clearing Canada September 2010 - Present
Fidelity Investments Canada ULC October 2009 - October 2010
Fidelity Investments Canada ULC March 2004 - September 2009
Fidelity Investments July 2001 - February 2003
Skills
Project Management, Vendor Management, Risk Management, Management, Strategy, Portfolio Management, Project Planning, Business Analysis, Investments, Financial Services, Process Improvement, Financial Analysis, Securities, Mutual Funds, SDLC
Education
Ryerson University 1980 — 1983
Accounting & Finance
Jenny Yee-Carey's Fidelity Investments Canada ULC Experience October 2000 - April 2013
Job Assistant Manager, Client Administration at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds September 2014 - Present
Dynamic Funds May 2014 - Present
Fidelity Investments Canada ULC October 2000 - April 2013
Fidelity Investments October 2009 - February 2011
Fidelity Investments October 2000 - November 2009
Skills
Leadership, Call Centers, Call Center, Financial Services, Investments, Relationship Management, Time Management, Mutual Funds, Process Improvement, Business Analysis, Strategy, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Asset Managment, Securities, Insurance, Asset Allocation, Banking, Vendor Management, Portfolio Management, Equities, Asset Management
Education
Ryerson University
Marketing
University of Toronto - Victoria University
Dynamic Funds September 2014 - Present
Dynamic Funds May 2014 - Present
Fidelity Investments Canada ULC October 2000 - April 2013
Fidelity Investments October 2009 - February 2011
Fidelity Investments October 2000 - November 2009
Skills
Leadership, Call Centers, Call Center, Financial Services, Investments, Relationship Management, Time Management, Mutual Funds, Process Improvement, Business Analysis, Strategy, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Asset Managment, Securities, Insurance, Asset Allocation, Banking, Vendor Management, Portfolio Management, Equities, Asset Management
Education
Ryerson University
Marketing
University of Toronto - Victoria University
Cary Midgen's Fidelity Investments Canada ULC Experience 2005 - Present
Job Dealer Relations Manager at Fidelity Investments Canada ULC
Industry Financial Services
Experience
Fidelity Investments Canada ULC 2005 - Present
Mackenzie Financial Corporation 1994 - 2003
Skills
Mutual Funds, Relationship Management, Investments, Financial Services, Securities, Portfolio Management, Leadership, Risk Management, Finance, Microsoft Excel, Banking, Wealth Management, Event Planning, Customer Service, Business Analysis, Asset Management
Education
Ryerson University 1992 — 1994
Certificate, Public Relations
Fidelity Investments Canada ULC 2005 - Present
Mackenzie Financial Corporation 1994 - 2003
Skills
Mutual Funds, Relationship Management, Investments, Financial Services, Securities, Portfolio Management, Leadership, Risk Management, Finance, Microsoft Excel, Banking, Wealth Management, Event Planning, Customer Service, Business Analysis, Asset Management
Education
Ryerson University 1992 — 1994
Certificate, Public Relations
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY