Financial Planning Standards Council
Industry: Canada
DescriptionThe Financial Planning Standards Council is a non-profit Canadian professional standards-setting and certification body working in personal financial planning. Type of business: Professional Organization Founded: 1995
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Financial Planning Standards Council Employees
Employee
Years
Job
Industry
Ann Richards Ann Richards's Financial Planning Standards Council Experience 1995 - Present
Job The C.A. Retirement Specialist
Industry Investment Management
Experience
Cdn Initiative for Elder Planning Studies May 2004 - Present
Canadian Securities Institute April 1997 - Present
Financial Planning Standards Council 1995 - Present
CIBC Wood Gundy April 1994 - Present
CIBC 1994 - Present
CIBC World Markets 1994 - Present
York Condominium Corporation #288 May 2002 - April 2012
Digital Equipment Corporation 1992 - 1994
Touche Ross Management Consultant 1987 - 1991
InterContinental Hotels Group 1985 - 1987
Skills
Financial Planning, Investment Strategies, Accounting, Estate Tax Planning, Insurance, Financial Analysis, Employee Benefits, Personal Pensions, Individual Pension Plans, Retirement Planning, Personal Financial..., Strategic Financial..., Estate Planning, Discretionary Asset..., Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Wealth, Investments
Education
CICA 1982 — 2013
CPA, C.A., Accounting
The University of British Columbia 1976 — 1978
B.A. (Math), Mathematics
West Vancouver Secondary School
High School Diploma
Cdn Initiative for Elder Planning Studies May 2004 - Present
Canadian Securities Institute April 1997 - Present
Financial Planning Standards Council 1995 - Present
CIBC Wood Gundy April 1994 - Present
CIBC 1994 - Present
CIBC World Markets 1994 - Present
York Condominium Corporation #288 May 2002 - April 2012
Digital Equipment Corporation 1992 - 1994
Touche Ross Management Consultant 1987 - 1991
InterContinental Hotels Group 1985 - 1987
Skills
Financial Planning, Investment Strategies, Accounting, Estate Tax Planning, Insurance, Financial Analysis, Employee Benefits, Personal Pensions, Individual Pension Plans, Retirement Planning, Personal Financial..., Strategic Financial..., Estate Planning, Discretionary Asset..., Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Wealth, Investments
Education
CICA 1982 — 2013
CPA, C.A., Accounting
The University of British Columbia 1976 — 1978
B.A. (Math), Mathematics
West Vancouver Secondary School
High School Diploma
Kelly Becken Kelly Becken's Financial Planning Standards Council Experience January 2011 - Present
Job Relationship Manager, Education at Financial Planning Standards Council
Industry Nonprofit Organization Management
Experience
Financial Planning Standards Council January 2011 - Present
Sylvan Learning Centre January 2007 - January 2011
Skills
Adult Education, Curriculum Design, Curriculum Development, Strategic Planning, Microsoft Office, Non-profits, Customer Service, Strategic Communications, Outlook, Nonprofits, Coaching, Training, Relationship Management, Curriculum Mapping, Curriculum Assessment, Marketing Communications, Public Speaking, Financial Planning
Education
University of Windsor 2006 — 2007
Bachelor of Education (BEd), Education
University of Guelph 1997 — 2001
Bachelor of Arts (BA), English/Women's Studies
Financial Planning Standards Council January 2011 - Present
Sylvan Learning Centre January 2007 - January 2011
Skills
Adult Education, Curriculum Design, Curriculum Development, Strategic Planning, Microsoft Office, Non-profits, Customer Service, Strategic Communications, Outlook, Nonprofits, Coaching, Training, Relationship Management, Curriculum Mapping, Curriculum Assessment, Marketing Communications, Public Speaking, Financial Planning
Education
University of Windsor 2006 — 2007
Bachelor of Education (BEd), Education
University of Guelph 1997 — 2001
Bachelor of Arts (BA), English/Women's Studies
Magdalena Kapela's Financial Planning Standards Council Experience May 2012 - July 2012
Job Communications Coordinator at SustainMobility
Industry Writing and Editing
Experience
SustainMobility November 2014 - Present
SustainMobility May 2013 - November 2014
Fashion Weekly Inc. January 2013 - May 2013
Emerge Magazine January 2013 - May 2013
Financial Planning Standards Council May 2012 - July 2012
EMERGE Magazine January 2012 - May 2012
The Radix January 2011 - May 2011
Skills
Multimedia, Blogging, Journalism, Editing, Social Media, Research, Photoshop, Environmental Awareness, Community Outreach, Storytelling, Publications, Copy Editing, Editorial
Education
Humber College 2008 — 2013
Ontario College Advanced Diploma, Journalism - Print and Broadcast
University of Guelph 2008 — 2013
Honours Bachelor of Applied Arts, Media Studies
Holy Name of Mary
University of Guelph-Humber
SustainMobility November 2014 - Present
SustainMobility May 2013 - November 2014
Fashion Weekly Inc. January 2013 - May 2013
Emerge Magazine January 2013 - May 2013
Financial Planning Standards Council May 2012 - July 2012
EMERGE Magazine January 2012 - May 2012
The Radix January 2011 - May 2011
Skills
Multimedia, Blogging, Journalism, Editing, Social Media, Research, Photoshop, Environmental Awareness, Community Outreach, Storytelling, Publications, Copy Editing, Editorial
Education
Humber College 2008 — 2013
Ontario College Advanced Diploma, Journalism - Print and Broadcast
University of Guelph 2008 — 2013
Honours Bachelor of Applied Arts, Media Studies
Holy Name of Mary
University of Guelph-Humber
Kimberley Ney Kimberley Ney's Financial Planning Standards Council Experience January 2013 - Present
Job Vice President of Communications and Strategic Programs at Financial Planning Standards Council
Industry Executive Office
Experience
Financial Planning Standards Council January 2013 - Present
K Ney Communications July 2011 - Present
Street Health December 2011 - July 2012
Alterna Savings January 2007 - June 2011
Alterna Savings January 2006 - January 2007
Alterna Savings January 2005 - January 2006
Metro Credit Union January 2001 - January 2005
Skills
Corporate Social..., Strategic Planning, Microfinance, Non-profits, Marketing Communications, Strategic Communications, Strategy, Community Development, Change Management, Stakeholder Engagement, Leadership, Vision, Corporate Communications, Program Management, Internal Communications, Nonprofits, Training, Budgets, Public Relations, Business Strategy, Coaching, Policy, Public Speaking, Mergers & Acquisitions, Fundraising, Marketing, Community Outreach, Marketing Strategy, Employee Engagement, Executive Management, Leadership Development, Organizational..., Governance, Media Relations, Crisis Communications, Communications Planning, Event Planning, Newsletters, Social Media, Social Media Marketing, Event Management, Volunteer Management, Entrepreneurship, Team Building, Copywriting, Project Management, Press Releases, Publicity, Management, Speech Writing
Education
Athabasca University 2000 — 2003
MBA
Financial Planning Standards Council January 2013 - Present
K Ney Communications July 2011 - Present
Street Health December 2011 - July 2012
Alterna Savings January 2007 - June 2011
Alterna Savings January 2006 - January 2007
Alterna Savings January 2005 - January 2006
Metro Credit Union January 2001 - January 2005
Skills
Corporate Social..., Strategic Planning, Microfinance, Non-profits, Marketing Communications, Strategic Communications, Strategy, Community Development, Change Management, Stakeholder Engagement, Leadership, Vision, Corporate Communications, Program Management, Internal Communications, Nonprofits, Training, Budgets, Public Relations, Business Strategy, Coaching, Policy, Public Speaking, Mergers & Acquisitions, Fundraising, Marketing, Community Outreach, Marketing Strategy, Employee Engagement, Executive Management, Leadership Development, Organizational..., Governance, Media Relations, Crisis Communications, Communications Planning, Event Planning, Newsletters, Social Media, Social Media Marketing, Event Management, Volunteer Management, Entrepreneurship, Team Building, Copywriting, Project Management, Press Releases, Publicity, Management, Speech Writing
Education
Athabasca University 2000 — 2003
MBA
Isabelle Gonthier's Financial Planning Standards Council Experience July 2013 - Present
Job Senior Director, Certification Process and Examinations at FPSC and Director of Examinations at CFP Board
Industry Program Development
Experience
Financial Planning Standards Council July 2013 - Present
CFP Board July 2014 - Present
Financial Planning Standards Council April 2011 - June 2013
Personnel Psychology Centre, Research and Development, Public Service Commission of Canada August 2010 - April 2011
HRSG October 2006 - August 2010
Assessment Strategies Inc July 2003 - October 2006
Skills
Psychometrics, Statistics, Research, Project Management, Leadership, Government, Survey Research, Proposal Writing, Data Analysis, Strategic Communications, Testing, Project Planning, Program Management, Organizational..., Organizational..., Leadership Development, Assessment Center, Change Management, Workshop Facilitation, Job Analysis, Team Building, Recruiting, Performance Management, Organizational..., Qualitative Research, Strategy, Human Resources, Training, Coaching, Talent Management, Survey Design, 360 Feedback
Education
University of Ottawa 1997 — 2003
Doctorate, Experimental Psychology
Financial Planning Standards Council July 2013 - Present
CFP Board July 2014 - Present
Financial Planning Standards Council April 2011 - June 2013
Personnel Psychology Centre, Research and Development, Public Service Commission of Canada August 2010 - April 2011
HRSG October 2006 - August 2010
Assessment Strategies Inc July 2003 - October 2006
Skills
Psychometrics, Statistics, Research, Project Management, Leadership, Government, Survey Research, Proposal Writing, Data Analysis, Strategic Communications, Testing, Project Planning, Program Management, Organizational..., Organizational..., Leadership Development, Assessment Center, Change Management, Workshop Facilitation, Job Analysis, Team Building, Recruiting, Performance Management, Organizational..., Qualitative Research, Strategy, Human Resources, Training, Coaching, Talent Management, Survey Design, 360 Feedback
Education
University of Ottawa 1997 — 2003
Doctorate, Experimental Psychology
Paulette Anthony's Financial Planning Standards Council Experience September 1997 - July 2011
Job Associate Director, Exam Design & Measurement at CSI Global Education Inc.
Industry Nonprofit Organization Management
Experience
CSI Global Education Inc. March 2012 - Present
Insurance Institute of Canada November 2011 - March 2012
Financial Planning Standards Council September 1997 - July 2011
Canadian Association of Financial Planners (CAFP) October 1995 - September 1997
Skills
Test Design, Test Management, Training Delivery, Management, Adult Education, Testing, Training, Budgets, Technical Writing, Leadership, Editing, Staff Development, SharePoint, Public Speaking
Education
Brock University 2003 — 2005
Bachelor of Education (Adult Education)
Trent University 1990 — 1995
Bachelor of Arts
CSI Global Education Inc. March 2012 - Present
Insurance Institute of Canada November 2011 - March 2012
Financial Planning Standards Council September 1997 - July 2011
Canadian Association of Financial Planners (CAFP) October 1995 - September 1997
Skills
Test Design, Test Management, Training Delivery, Management, Adult Education, Testing, Training, Budgets, Technical Writing, Leadership, Editing, Staff Development, SharePoint, Public Speaking
Education
Brock University 2003 — 2005
Bachelor of Education (Adult Education)
Trent University 1990 — 1995
Bachelor of Arts
Cynthia Kett Cynthia Kett's Financial Planning Standards Council Experience 2001 - August 2013
Job Principal of Stewart & Kett Financial Advisors Inc., an adviceonly financial planning, accounting and tax services firm
Industry Financial Services
Experience
Money Magazine 2014 - Present
Canadian MoneySaver 2008 - Present
Advisor Group, Rogers Publishing Limited 2004 - Present
Stewart & Kett Financial Advisors Inc. November 1992 - Present
Kett & Anderton Investments Ltd. 2013 - 2015
Kett & Anderton Investments Ltd. 2013 - 2015
Financial Planning Standards Council 2001 - August 2013
Global TV 2003 - 2004
Skills
Public Speaking, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Financial Advisory, Tax, Financial Planners, Small Business, Portfolio Management, Wealth, Insurance, Mutual Funds, Personal Finance, Finance, Financial Planning
Education
Elementary/high school
The University of British Columbia
BComm, Accounting and Management Information Systems
Money Magazine 2014 - Present
Canadian MoneySaver 2008 - Present
Advisor Group, Rogers Publishing Limited 2004 - Present
Stewart & Kett Financial Advisors Inc. November 1992 - Present
Kett & Anderton Investments Ltd. 2013 - 2015
Kett & Anderton Investments Ltd. 2013 - 2015
Financial Planning Standards Council 2001 - August 2013
Global TV 2003 - 2004
Skills
Public Speaking, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Retirement, Financial Advisory, Tax, Financial Planners, Small Business, Portfolio Management, Wealth, Insurance, Mutual Funds, Personal Finance, Finance, Financial Planning
Education
Elementary/high school
The University of British Columbia
BComm, Accounting and Management Information Systems
Dylan Walker Dylan Walker's Financial Planning Standards Council Experience October 2012 - Present
Job IT Support Administrator at Financial Planning Standards Council
Industry Law Practice
Experience
Financial Planning Standards Council October 2012 - Present
Miller Thomson LLP September 2008 - November 2011
Skills
Help Desk Support, Blackberry, Windows 7, Microsoft Office, Cisco VoIP, Lotus Notes, Outlook, Active Directory, Software Documentation, LAN-WAN, Hardware Installation, SharePoint, Microsoft Exchange, Troubleshooting, Pivotal CRM, Barracuda Spam Firewall, Servers, Technical Support, XP, Hardware, Software Installation, Computer Hardware, IIS, System Deployment, Security, Printers, Windows XP, Group Policy, Windows
Education
Mohawk College 2006 — 2007
general arts & sciences
Central Technical School
University of Toronto - New College
History, Political Science
Financial Planning Standards Council October 2012 - Present
Miller Thomson LLP September 2008 - November 2011
Skills
Help Desk Support, Blackberry, Windows 7, Microsoft Office, Cisco VoIP, Lotus Notes, Outlook, Active Directory, Software Documentation, LAN-WAN, Hardware Installation, SharePoint, Microsoft Exchange, Troubleshooting, Pivotal CRM, Barracuda Spam Firewall, Servers, Technical Support, XP, Hardware, Software Installation, Computer Hardware, IIS, System Deployment, Security, Printers, Windows XP, Group Policy, Windows
Education
Mohawk College 2006 — 2007
general arts & sciences
Central Technical School
University of Toronto - New College
History, Political Science
John Wickett's Financial Planning Standards Council Experience September 2007 - February 2013
Job
Industry Program Development
Experience
Wickett Measurement Systems March 2013 - Present
Financial Planning Standards Council September 2007 - February 2013
Clear Picture Corporation February 2006 - August 2007
Assessment Strategies Inc. March 1998 - January 2006
University of Ottawa January 1997 - March 1998
Education
The University of Western Ontario 1990 — 1997
PhD
St. Francis Xavier University 1986 — 1990
BA
Wickett Measurement Systems March 2013 - Present
Financial Planning Standards Council September 2007 - February 2013
Clear Picture Corporation February 2006 - August 2007
Assessment Strategies Inc. March 1998 - January 2006
University of Ottawa January 1997 - March 1998
Education
The University of Western Ontario 1990 — 1997
PhD
St. Francis Xavier University 1986 — 1990
BA
Brooke Marion Brooke Marion's Financial Planning Standards Council Experience January 2011 - March 2013
Job Relationship Manager at Garda
Industry Security and Investigations
Experience
Garda March 2013 - Present
Right At Home Realty Inc., Brokerage June 2012 - Present
Financial Planning Standards Council January 2011 - March 2013
Galerie Christin March 2009 - January 2011
Skills
Microsoft Office, PowerPoint, Internal Communications, Customer Service, Microsoft Excel, Corporate Communications, Microsoft Word, Nonprofits, Marketing Communications, Social Media, Event Planning, Sales, Social Media Marketing, Training, Fundraising, Marketing Strategy, Marketing, Negotiation, Leadership, Management
Education
Concordia University 2003 — 2005
McMaster University 2001 — 2003
Garda March 2013 - Present
Right At Home Realty Inc., Brokerage June 2012 - Present
Financial Planning Standards Council January 2011 - March 2013
Galerie Christin March 2009 - January 2011
Skills
Microsoft Office, PowerPoint, Internal Communications, Customer Service, Microsoft Excel, Corporate Communications, Microsoft Word, Nonprofits, Marketing Communications, Social Media, Event Planning, Sales, Social Media Marketing, Training, Fundraising, Marketing Strategy, Marketing, Negotiation, Leadership, Management
Education
Concordia University 2003 — 2005
McMaster University 2001 — 2003
Winna Tse Winna Tse's Financial Planning Standards Council Experience September 2012 - Present
Job Communications Administrator at Financial Planning Standards Council
Industry Public Relations and Communications
Experience
Financial Planning Standards Council September 2012 - Present
Allan Bonner Communications Management Inc. August 2009 - August 2012
French American Center August 2010 - August 2010
Skills
Press Releases, Corporate Communications, Social Media, Event Planning, Public Relations, Research, Blogging, Editing, Internal Communications, English, French, Event Co-ordination, Email Marketing, Communications Planning, Marketing Communications, Reputation Management, Strategic Communications, Strategic Planning, Leadership, Public Speaking, Newsletters, Copywriting, Pitching, Adobe Creative Suite, HTML, QuarkXPress, Dreamweaver, InDesign, SharePoint, Access, Hootsuite, Community Organizing
Education
Seneca College of Applied Arts and Technology 2012 — 2012
Graduate Certificate, Corporate Communications, 4.0, President's Honour List
University of Toronto 2007 — 2011
Hons. B.A., French Language and Linguistics, East Asian Studies, Sociology
University of Toronto School of Continuing Studies
OCAD U - Continuing Studies
Accent Français (Montpellier, France) 2011 — 2011
French B1 Level Certificate
A.Y. Jackson Secondary School 2004 — 2007
Financial Planning Standards Council September 2012 - Present
Allan Bonner Communications Management Inc. August 2009 - August 2012
French American Center August 2010 - August 2010
Skills
Press Releases, Corporate Communications, Social Media, Event Planning, Public Relations, Research, Blogging, Editing, Internal Communications, English, French, Event Co-ordination, Email Marketing, Communications Planning, Marketing Communications, Reputation Management, Strategic Communications, Strategic Planning, Leadership, Public Speaking, Newsletters, Copywriting, Pitching, Adobe Creative Suite, HTML, QuarkXPress, Dreamweaver, InDesign, SharePoint, Access, Hootsuite, Community Organizing
Education
Seneca College of Applied Arts and Technology 2012 — 2012
Graduate Certificate, Corporate Communications, 4.0, President's Honour List
University of Toronto 2007 — 2011
Hons. B.A., French Language and Linguistics, East Asian Studies, Sociology
University of Toronto School of Continuing Studies
OCAD U - Continuing Studies
Accent Français (Montpellier, France) 2011 — 2011
French B1 Level Certificate
A.Y. Jackson Secondary School 2004 — 2007
Curtis Marshall, PMP Curtis Marshall, PMP's Financial Planning Standards Council Experience February 2013 - Present
Job PMO Manager
Industry Financial Services
Experience
Financial Planning Standards Council February 2013 - Present
Epsilon February 2011 - December 2012
Epsilon September 2009 - January 2011
Epsilon September 2008 - January 2011
Epsilon March 2007 - August 2008
NACHI June 2006 - February 2007
H.E.P.A Filter Services March 2001 - September 2002
NACHI May 2000 - February 2001
Education
Ryerson University 2002 — 2006
Bachelor of Engineering, Electrical Engineering
Fanshawe College 1998 — 2000
Diploma, Electronics Technician - Robotics
Financial Planning Standards Council February 2013 - Present
Epsilon February 2011 - December 2012
Epsilon September 2009 - January 2011
Epsilon September 2008 - January 2011
Epsilon March 2007 - August 2008
NACHI June 2006 - February 2007
H.E.P.A Filter Services March 2001 - September 2002
NACHI May 2000 - February 2001
Education
Ryerson University 2002 — 2006
Bachelor of Engineering, Electrical Engineering
Fanshawe College 1998 — 2000
Diploma, Electronics Technician - Robotics
Pat Macdonald, ICD.D's Financial Planning Standards Council Experience June 2014 - Present
Job Champion of strategic renewal, entrepreneurship & board governance
Industry Executive Office
Experience
Financial Planning Standards Council June 2014 - Present
Old Tomorrow Ltd. craft beer company 2014 - Present
Tricapital Solutions Inc. June 2006 - Present
Interprovincial Lottery Corporation 2012 - 2014
Ontario Public Service 2007 - 2011
Upside Potential Inc. 2000 - 2007
TrizecHahn/CN Tower 1997 - 1999
YTV Canada 1995 - 1996
Paramount Parks - Canada's Wonderland 1988 - 1995
Palmer Bonner 1986 - 1988
Education
Rotman School of Management 2012 — 2013
ICD.D certification, Institute of Corporate Directors
Rotman School of Management 2010 — 2010
Executive Program
Levinson Institute
Ohio University
B.S. Honours
Outward Bound
Financial Planning Standards Council June 2014 - Present
Old Tomorrow Ltd. craft beer company 2014 - Present
Tricapital Solutions Inc. June 2006 - Present
Interprovincial Lottery Corporation 2012 - 2014
Ontario Public Service 2007 - 2011
Upside Potential Inc. 2000 - 2007
TrizecHahn/CN Tower 1997 - 1999
YTV Canada 1995 - 1996
Paramount Parks - Canada's Wonderland 1988 - 1995
Palmer Bonner 1986 - 1988
Education
Rotman School of Management 2012 — 2013
ICD.D certification, Institute of Corporate Directors
Rotman School of Management 2010 — 2010
Executive Program
Levinson Institute
Ohio University
B.S. Honours
Outward Bound
Ralph Gliane's Financial Planning Standards Council Experience September 2012 - Present
Job Manager, Information Systems (IT Manager) at Financial Planning Standards Council
Industry Information Technology and Services
Experience
Financial Planning Standards Council September 2012 - Present
Financial Planning Standards Council May 2011 - September 2012
TDCNet Inc. September 2009 - May 2011
Ontario Lottery and Gaming Corporation 2008 - 2009
Research In Motion May 2008 - September 2008
Skills
Servers, Troubleshooting, Active Directory, Microsoft Exchange, SharePoint, Blackberry, Software Installation, IIS, Hardware, Windows Server, Help Desk Support, VMware, Security, DHCP, VPN, Hyper-V, Windows 7, Laptops, Antivirus, XP, LAN-WAN, Technical Support, Customer Service, Blackberry Enterprise..., System Deployment, Cisco Technologies, IT Operations, System Administration, Group Policy, DNS, Firewalls, Network Administration, Computer Hardware, Network Security, Switches, ITIL v3 Foundations..., IT Service Management, Information Technology, Data Center, IT Management, Microsoft Certified..., Windows XP, Database Administration, Relational Databases, Business Intelligence, SQL
Education
Seneca College of Applied Arts and Technology 2005 — 2009
Certified Engineering Technologist Co-op
University of Toronto at Scarborough
Financial Planning Standards Council September 2012 - Present
Financial Planning Standards Council May 2011 - September 2012
TDCNet Inc. September 2009 - May 2011
Ontario Lottery and Gaming Corporation 2008 - 2009
Research In Motion May 2008 - September 2008
Skills
Servers, Troubleshooting, Active Directory, Microsoft Exchange, SharePoint, Blackberry, Software Installation, IIS, Hardware, Windows Server, Help Desk Support, VMware, Security, DHCP, VPN, Hyper-V, Windows 7, Laptops, Antivirus, XP, LAN-WAN, Technical Support, Customer Service, Blackberry Enterprise..., System Deployment, Cisco Technologies, IT Operations, System Administration, Group Policy, DNS, Firewalls, Network Administration, Computer Hardware, Network Security, Switches, ITIL v3 Foundations..., IT Service Management, Information Technology, Data Center, IT Management, Microsoft Certified..., Windows XP, Database Administration, Relational Databases, Business Intelligence, SQL
Education
Seneca College of Applied Arts and Technology 2005 — 2009
Certified Engineering Technologist Co-op
University of Toronto at Scarborough
Liz Ptak's Financial Planning Standards Council Experience July 2003 - Present
Job Corporate Travel and Events Manager
Industry Financial Services
Experience
Financial Planning Standards Council July 2003 - Present
Skills
Events Coordination, Marketing Communications, Corporate Communications, Event Planning, Public Relations, Newsletters, Strategic Communications, Media Relations, Copywriting, Social Media Marketing, Social Media, Internal Communications, Strategic Planning, Fundraising, Email Marketing, Sponsorship, Integrated Marketing, Corporate Branding, Communications Planning
Education
Centennial College 1983 — 1986
Hotel Management Diploma, Hospitality Industry
St. Joseph's Wellesley 1978 — 1982
Grade 12 diploma, Advanced Program
Financial Planning Standards Council July 2003 - Present
Skills
Events Coordination, Marketing Communications, Corporate Communications, Event Planning, Public Relations, Newsletters, Strategic Communications, Media Relations, Copywriting, Social Media Marketing, Social Media, Internal Communications, Strategic Planning, Fundraising, Email Marketing, Sponsorship, Integrated Marketing, Corporate Branding, Communications Planning
Education
Centennial College 1983 — 1986
Hotel Management Diploma, Hospitality Industry
St. Joseph's Wellesley 1978 — 1982
Grade 12 diploma, Advanced Program
Shamsa Shahid's Financial Planning Standards Council Experience September 2010 - March 2012
Job Finance Professional A/P, A/R, Payroll, Sales Tax Remittances
Industry Accounting
Experience
DGI Supply Inc / DoAll Canada October 2012 - September 2015
Centre Hamilton Electric LTD. March 2012 - October 2012
Financial Planning Standards Council September 2010 - March 2012
Tax Avenue.ca January 2010 - October 2010
Centre Hamilton Electric LTD February 2009 - August 2009
Davis + Henderson February 2008 - September 2008
Atlas Van Lines 2002 - 2004
Skills
WSIB, Microsoft Office, Windows 8, Accounts Payable &..., SAP, JD Edwards, AS400, QuickBooks, Account Reconciliation, Banking, Bank Reconciliation, Payroll, ADP Payroll, People Management, Auditing, Electronic Funds..., Vendor Relations, Invoicing, Invoice Processing, Financial Statements, Remittances, Training, Supervisory Skills, Management, Process Improvement, Managing Processes, Meeting Scheduling, Leading Meetings, Team Building, Relationship Building, Forecasting, Expense Reports, General Ledger, Chart of Accounts, Journal Entries, Performance Management
Education
Sheridan College 2008 — 2011
Accounting Diploma
Toronto School of Business 2000 — 2001
Accounting & Computer
Sheridan College
CPA in progress
DGI Supply Inc / DoAll Canada October 2012 - September 2015
Centre Hamilton Electric LTD. March 2012 - October 2012
Financial Planning Standards Council September 2010 - March 2012
Tax Avenue.ca January 2010 - October 2010
Centre Hamilton Electric LTD February 2009 - August 2009
Davis + Henderson February 2008 - September 2008
Atlas Van Lines 2002 - 2004
Skills
WSIB, Microsoft Office, Windows 8, Accounts Payable &..., SAP, JD Edwards, AS400, QuickBooks, Account Reconciliation, Banking, Bank Reconciliation, Payroll, ADP Payroll, People Management, Auditing, Electronic Funds..., Vendor Relations, Invoicing, Invoice Processing, Financial Statements, Remittances, Training, Supervisory Skills, Management, Process Improvement, Managing Processes, Meeting Scheduling, Leading Meetings, Team Building, Relationship Building, Forecasting, Expense Reports, General Ledger, Chart of Accounts, Journal Entries, Performance Management
Education
Sheridan College 2008 — 2011
Accounting Diploma
Toronto School of Business 2000 — 2001
Accounting & Computer
Sheridan College
CPA in progress
Brandy Langley-Smith, CBAP's Financial Planning Standards Council Experience March 2011 - October 2012
Job Business Analyst and Project Manager
Industry Information Technology and Services
Experience
Blake, Cassels & Graydon LLP August 2013 - Present
Cambridge Group of Clubs October 2012 - July 2013
Financial Planning Standards Council March 2011 - October 2012
Financial Planning Standards Council June 2008 - March 2011
Financial Planning Standards Council January 2004 - June 2008
Financial Planning Standards Council May 2003 - January 2004
Pinacle Stainless Steel June 2002 - May 2003
E. D. Productst Ltd. September 1999 - June 2002
Skills
Strategic Planning, Pivotal, Microsoft Office, Excel, PowerPoint, Outlook, Word, Visio, Crystal Reports, Basecamp, Drupal, Business Objects Web..., Voip System and..., Microsoft Excel, Microsoft Word, Software Installation, Troubleshooting, SharePoint, Business Analysis, Training, Management, Requirements Analysis, Databases, Coaching, Time Management, Change Management, Requirements Gathering, Process Improvement, Salesforce.com, Testing, Business Process..., Active Directory, Project Management, Analysis, Leadership, Project Planning, Budgets, MS Project
Education
University of Toronto 2014 — 2014
Certificate, Project Management
University of Toronto 2006 — 2008
Certificate, Communication for Professionals
Brock University 2000 — 2002
BA, Sociology
Brock University 1994 — 2000
BA, History
University of Toronto
Business Analysis Certificate, Business Analysis
Blake, Cassels & Graydon LLP August 2013 - Present
Cambridge Group of Clubs October 2012 - July 2013
Financial Planning Standards Council March 2011 - October 2012
Financial Planning Standards Council June 2008 - March 2011
Financial Planning Standards Council January 2004 - June 2008
Financial Planning Standards Council May 2003 - January 2004
Pinacle Stainless Steel June 2002 - May 2003
E. D. Productst Ltd. September 1999 - June 2002
Skills
Strategic Planning, Pivotal, Microsoft Office, Excel, PowerPoint, Outlook, Word, Visio, Crystal Reports, Basecamp, Drupal, Business Objects Web..., Voip System and..., Microsoft Excel, Microsoft Word, Software Installation, Troubleshooting, SharePoint, Business Analysis, Training, Management, Requirements Analysis, Databases, Coaching, Time Management, Change Management, Requirements Gathering, Process Improvement, Salesforce.com, Testing, Business Process..., Active Directory, Project Management, Analysis, Leadership, Project Planning, Budgets, MS Project
Education
University of Toronto 2014 — 2014
Certificate, Project Management
University of Toronto 2006 — 2008
Certificate, Communication for Professionals
Brock University 2000 — 2002
BA, Sociology
Brock University 1994 — 2000
BA, History
University of Toronto
Business Analysis Certificate, Business Analysis
Daniel J. Busi's Financial Planning Standards Council Experience 2003 - Present
Job Investment Counsellor
Industry Investment Management
Experience
RBC PH&N Investment Counsel November 2008 - Present
Financial Planning Standards Council 2003 - Present
Glenlake Hockey 2012 - 2013
RBC Wealth Management July 2006 - October 2008
Skills
Investments, Strategic Financial..., Investment Advisory, Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Financial Advisory, Investment Management, Asset Management, Retirement, Asset Allocation, Estate Planning, Financial Analysis, Financial Planning, Portfolio Management
Education
University of Alberta 1995 — 1996
BComm, Finance
Augustana University College 1987 — 1990
B.Sc., Chemistry
RBC PH&N Investment Counsel November 2008 - Present
Financial Planning Standards Council 2003 - Present
Glenlake Hockey 2012 - 2013
RBC Wealth Management July 2006 - October 2008
Skills
Investments, Strategic Financial..., Investment Advisory, Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Financial Advisory, Investment Management, Asset Management, Retirement, Asset Allocation, Estate Planning, Financial Analysis, Financial Planning, Portfolio Management
Education
University of Alberta 1995 — 1996
BComm, Finance
Augustana University College 1987 — 1990
B.Sc., Chemistry
Daniel Ongaro's Financial Planning Standards Council Experience October 2014 - Present
Job Board Member at Moss Park Arena Board, City of Toronto
Industry Public Relations and Communications
Experience
Financial Planning Standards Council October 2014 - Present
Financial Planning Standards Council March 2011 - October 2014
Financial Planning Standards Council June 2010 - March 2011
Skills
Policy, Corporate Communications, Newsletters, Public Speaking, Public Relations, Media Relations, Investments, Research, Internal Communications, Strategic Planning, Press Releases, English, Reputation Management, Leadership, Strategic Communications, Editing, Public Affairs, Event Management, Social Media, Strategic Financial..., Politics, Political Campaigns, Strategy
Education
Carleton University 2015 — 2015
Leadership for Associations and Nonprofits (course)
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
Seneca College of Applied Arts and Technology 2009 — 2010
Graduate Certificate, Corporate Communications
Carleton University 2004 — 2008
BPAPM, Public Affairs and Policy Management
Financial Planning Standards Council October 2014 - Present
Financial Planning Standards Council March 2011 - October 2014
Financial Planning Standards Council June 2010 - March 2011
Skills
Policy, Corporate Communications, Newsletters, Public Speaking, Public Relations, Media Relations, Investments, Research, Internal Communications, Strategic Planning, Press Releases, English, Reputation Management, Leadership, Strategic Communications, Editing, Public Affairs, Event Management, Social Media, Strategic Financial..., Politics, Political Campaigns, Strategy
Education
Carleton University 2015 — 2015
Leadership for Associations and Nonprofits (course)
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
Seneca College of Applied Arts and Technology 2009 — 2010
Graduate Certificate, Corporate Communications
Carleton University 2004 — 2008
BPAPM, Public Affairs and Policy Management
Joan Yudelson's Financial Planning Standards Council Experience June 2013 - Present
Job VP, Professional Practice at Financial Planning Standards Council
Industry Financial Services
Experience
Financial Planning Standards Council June 2013 - Present
Financial Planning Standards Council April 2010 - May 2013
RBC Dominion Securities 2007 - 2010
CIBC 1997 - 2005
Skills
Strategic Planning, Instructional Design, Wealth Management, Writing, Strategic Financial..., Leadership, Estate Planning, Marketing Communications, E-Learning, Event Planning, Investments, Retirement, Sales, Microsoft Office, Training, Program Management, Financial Advisory, Financial Planners, Financial Services, Portfolio Management, Strategy, Retirement Planning, Financial Planning
Education
York University 1995 — 1999
Master of Business Administration (M.B.A.), Marketing
Concordia University 1992 — 1996
Bachelor of Commerce (B.Com.), Accounting
Financial Planning Standards Council June 2013 - Present
Financial Planning Standards Council April 2010 - May 2013
RBC Dominion Securities 2007 - 2010
CIBC 1997 - 2005
Skills
Strategic Planning, Instructional Design, Wealth Management, Writing, Strategic Financial..., Leadership, Estate Planning, Marketing Communications, E-Learning, Event Planning, Investments, Retirement, Sales, Microsoft Office, Training, Program Management, Financial Advisory, Financial Planners, Financial Services, Portfolio Management, Strategy, Retirement Planning, Financial Planning
Education
York University 1995 — 1999
Master of Business Administration (M.B.A.), Marketing
Concordia University 1992 — 1996
Bachelor of Commerce (B.Com.), Accounting
Laura Keddy's Financial Planning Standards Council Experience December 2010 - February 2013
Job Contracts Administrator at Achievers
Industry Financial Services
Experience
Achievers March 2013 - Present
Financial Planning Standards Council December 2010 - February 2013
Mylan November 2009 - December 2010
Skills
Strategic Planning, Project Management, Microsoft Office, PowerPoint, Negotiation, Outlook, Customer Service, Budgets, Editing, Team Building, Microsoft Excel, Microsoft Word, Analysis, Docketing, Coordination, Legal Research, Online Research, Industry Research, Government Research, Secondary Sources, Primary Research, Telephone Interviewing, Technical Writing, Report Writing, Legal Writing, Strategic Communications, Nonprofits, Trademarks, Strategy, Policy, Government, Contract Management, Research
Education
McMaster University 2004 — 2009
BA, Geography & Earth Sciences
Institute of Law Clerks of Ontario
Certificate, Intellectual Property, Honors
Seneca College of Applied Arts and Technology
Diploma, Court & Tribunal Agent, Honors
Achievers March 2013 - Present
Financial Planning Standards Council December 2010 - February 2013
Mylan November 2009 - December 2010
Skills
Strategic Planning, Project Management, Microsoft Office, PowerPoint, Negotiation, Outlook, Customer Service, Budgets, Editing, Team Building, Microsoft Excel, Microsoft Word, Analysis, Docketing, Coordination, Legal Research, Online Research, Industry Research, Government Research, Secondary Sources, Primary Research, Telephone Interviewing, Technical Writing, Report Writing, Legal Writing, Strategic Communications, Nonprofits, Trademarks, Strategy, Policy, Government, Contract Management, Research
Education
McMaster University 2004 — 2009
BA, Geography & Earth Sciences
Institute of Law Clerks of Ontario
Certificate, Intellectual Property, Honors
Seneca College of Applied Arts and Technology
Diploma, Court & Tribunal Agent, Honors
Mary Ann Kokan-Nyhof, CFP, CPCA's Financial Planning Standards Council Experience 2011 - Present
Job VP, Kilcona Branch at Desjardins Financial Security Investments Inc
Industry Financial Services
Experience
Desjardins Financial Security Investments Inc 2001 - Present
Financial Planning Standards Council 2011 - Present
MGI Wealth Inc March 2001 - December 2011
Investors Group Financial Services Inc. 1998 - 2001
Skills
Mutual Funds, Wealth Management, Insurance, Strategic Financial..., Intergenerational..., Retirement Planning, Planned Giving, Team Management, Sales Management, Estate Planning, Financial Advisory, Financial Planning, Disability Insurance, Retirement, Investment Strategies, Investments, Financial Services, Investment Advisory
Education
Financial Planners Standards Council
Certified Financial Planner, Financial Planning and Services
Douglas College
St. Mary's Academy , Winnipeg, MB
Desjardins Financial Security Investments Inc 2001 - Present
Financial Planning Standards Council 2011 - Present
MGI Wealth Inc March 2001 - December 2011
Investors Group Financial Services Inc. 1998 - 2001
Skills
Mutual Funds, Wealth Management, Insurance, Strategic Financial..., Intergenerational..., Retirement Planning, Planned Giving, Team Management, Sales Management, Estate Planning, Financial Advisory, Financial Planning, Disability Insurance, Retirement, Investment Strategies, Investments, Financial Services, Investment Advisory
Education
Financial Planners Standards Council
Certified Financial Planner, Financial Planning and Services
Douglas College
St. Mary's Academy , Winnipeg, MB
Leigh Masters's Financial Planning Standards Council Experience Certification Support AdministratorFinancial Planning Standards CouncilFebruary 1999 - Present
Job Certification Support Administrator at Financial Planning Standards Council
Industry Nonprofit Organization Management
Experience
Financial Planning Standards Council Certification Support AdministratorFinancial Planning Standards CouncilFebruary 1999 - Present
Skills
Fundraising
Education
Ryerson University 2004 — 2009
Certificate in Business Communications
George Brown College 1991 — 1993
Diploma in Hospitality
Financial Planning Standards Council Certification Support AdministratorFinancial Planning Standards CouncilFebruary 1999 - Present
Skills
Fundraising
Education
Ryerson University 2004 — 2009
Certificate in Business Communications
George Brown College 1991 — 1993
Diploma in Hospitality
Leigh Masters's Financial Planning Standards Council Experience February 1999 - Present
Job Program Administrator at Financial Planning Standards Council
Industry Nonprofit Organization Management
Experience
Financial Planning Standards Council February 1999 - Present
Education
George Brown College
Hotel Management
Ryerson University
Certificate in Communications
Financial Planning Standards Council February 1999 - Present
Education
George Brown College
Hotel Management
Ryerson University
Certificate in Communications
Tracey Britt's Financial Planning Standards Council Experience February 2010 - August 2012
Job Professor
Industry Higher Education
Experience
George Brown College September 2012 - Present
York Region Money Coaches April 2014 - April 2015
Financial Planning Standards Council February 2010 - August 2012
National Bank of Canada July 2003 - February 2010
Hartwell Thayer Insurance & Financial Services Ltd. May 2002 - July 2003
Altamira October 2000 - May 2002
CIBC 1997 - 2000
Skills
Holistic Financial..., Money Coaching, Committed to..., Maintaining Strong..., Higher Education, Adult Education, College Teaching, Teaching, Curriculum Development, Lecturing, Curriculum Design, Student Affairs, Distance Learning, Research, Courses, Analytical Skills, High level of initiative
Education
Nipissing University 2005 — 2008
Master of Education (M.Ed.)
Queen's University 1996 — 2000
Bachelor of Arts (B.A.) Honours, Applied Economics
George Brown College September 2012 - Present
York Region Money Coaches April 2014 - April 2015
Financial Planning Standards Council February 2010 - August 2012
National Bank of Canada July 2003 - February 2010
Hartwell Thayer Insurance & Financial Services Ltd. May 2002 - July 2003
Altamira October 2000 - May 2002
CIBC 1997 - 2000
Skills
Holistic Financial..., Money Coaching, Committed to..., Maintaining Strong..., Higher Education, Adult Education, College Teaching, Teaching, Curriculum Development, Lecturing, Curriculum Design, Student Affairs, Distance Learning, Research, Courses, Analytical Skills, High level of initiative
Education
Nipissing University 2005 — 2008
Master of Education (M.Ed.)
Queen's University 1996 — 2000
Bachelor of Arts (B.A.) Honours, Applied Economics
Federal Court of Canada
CTV News Channel
Nuclear Waste Management Organization
Développement et Paix
Truth and Reconciliation Commission of Canada