First City Trust
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First City Trust Employees
Employee
Years
Job
Industry
Richard Folkins Richard Folkins's First City Trust Experience 1988 - 1989
Job Director of Business Development, risk and insurance advisor to commercial business managers
Industry Insurance
Experience
CMW Insurance Services Ltd December 2005 - Present
Aon April 1993 - September 2005
First City Trust 1988 - 1989
Skills
International Sales, Risk Management..., Corporate Management, Professional Liability..., directors and officers..., Sales Management, construction insurance, business insurance, property insurance, casualty insurance, liability insurance, environmental insurance, international insurance, cargo insurance, marine insurance, errors and omissions..., Insurance, Professional Liability, Risk Management, Liability, Construction Insurance, Casualty, Management, Property Claims, Casualty Insurance, General Insurance, Claims Management, Property & Casualty..., Legal Liability, Brokers, Underwriting, Financial Risk
Education
The Insurance Institute of Canada 1994 — 2002
Chartered Insurance Professional, Commercial General insurance
Insurance Brokers Association 1992 — 1994
Canadian Accredited Insurance Broker, Commercial general insurance program managment, Honours
McGill University 1987 — 1990
MBA, Finance
University de Grenoble 1984 — 1985
International studies
The University of British Columbia / UBC 1980 — 1984
BA, Economics
CMW Insurance Services Ltd December 2005 - Present
Aon April 1993 - September 2005
First City Trust 1988 - 1989
Skills
International Sales, Risk Management..., Corporate Management, Professional Liability..., directors and officers..., Sales Management, construction insurance, business insurance, property insurance, casualty insurance, liability insurance, environmental insurance, international insurance, cargo insurance, marine insurance, errors and omissions..., Insurance, Professional Liability, Risk Management, Liability, Construction Insurance, Casualty, Management, Property Claims, Casualty Insurance, General Insurance, Claims Management, Property & Casualty..., Legal Liability, Brokers, Underwriting, Financial Risk
Education
The Insurance Institute of Canada 1994 — 2002
Chartered Insurance Professional, Commercial General insurance
Insurance Brokers Association 1992 — 1994
Canadian Accredited Insurance Broker, Commercial general insurance program managment, Honours
McGill University 1987 — 1990
MBA, Finance
University de Grenoble 1984 — 1985
International studies
The University of British Columbia / UBC 1980 — 1984
BA, Economics
Jerry Thompson Jerry Thompson's First City Trust Experience November 1992 - February 2004
Job Principal at Thompson Financial Services
Industry Real Estate
Experience
Thompson Financial Services October 2011 - Present
Situs Companies July 2009 - September 2011
Heritage Plaza Office Building November 2007 - June 2009
Centra Asset Partners February 2004 - November 2007
First City Trust November 1992 - February 2004
First City Bancorporation of Texas & Subsidiaries 1978 - 1992
First City Bancorporation February 1986 - June 1990
Skills
Asset Management, Real Estate, Financial Reporting, Property Management, Leases, REO, Loans, Due Diligence, Dispositions, Financial Analysis, Budgeting, Valuation, Underwriting, Portfolio Management, Credit, Risk Management, Negotiation, Real Estate Investment, Strategic Planning, Real Estate Development, Investment Properties, Financial Modeling, Contract Negotiation, Mortgage, Real Estate Finance, Accounting, Business Planning, Excel, Banking, Cash Flow, Business Strategy, Debt, Real Estate Transactions, Microsoft Office, Credit Analysis, Project Finance, Analysis, Problem Solving, Real Estate Economics, Disposition, Asset Managment, Tenant, Mortgage Lending, Mergers & Acquisitions, Budgets
Education
Baylor University - Hankamer School of Business 1974 — 1978
BBA, Accounting & Finance
Thompson Financial Services October 2011 - Present
Situs Companies July 2009 - September 2011
Heritage Plaza Office Building November 2007 - June 2009
Centra Asset Partners February 2004 - November 2007
First City Trust November 1992 - February 2004
First City Bancorporation of Texas & Subsidiaries 1978 - 1992
First City Bancorporation February 1986 - June 1990
Skills
Asset Management, Real Estate, Financial Reporting, Property Management, Leases, REO, Loans, Due Diligence, Dispositions, Financial Analysis, Budgeting, Valuation, Underwriting, Portfolio Management, Credit, Risk Management, Negotiation, Real Estate Investment, Strategic Planning, Real Estate Development, Investment Properties, Financial Modeling, Contract Negotiation, Mortgage, Real Estate Finance, Accounting, Business Planning, Excel, Banking, Cash Flow, Business Strategy, Debt, Real Estate Transactions, Microsoft Office, Credit Analysis, Project Finance, Analysis, Problem Solving, Real Estate Economics, Disposition, Asset Managment, Tenant, Mortgage Lending, Mergers & Acquisitions, Budgets
Education
Baylor University - Hankamer School of Business 1974 — 1978
BBA, Accounting & Finance
Pat Lilburn Pat Lilburn's First City Trust Experience September 1982 - May 1990
Job Open to Opportunity
Industry Information Services
Experience
'Self-Employed' February 2015 - Present
Insurance Corporation of British Columbia June 2014 - Present
ICBC September 1999 - June 2014
Insurance Corporation of British Columbia May 1990 - September 1999
First City Trust September 1982 - May 1990
Skills
Team Leadership, Team Building, Business Analysis, Leadership, Risk Management, Analysis, Coaching, Project Management, Project Planning, English, Building Relationships, Service Level Management, Performance Management, Software Development, Applications Software...
Education
British Columbia Institute of Technology / BCIT 1981 — 1982
Diploma of Technology, Operations Management
'Self-Employed' February 2015 - Present
Insurance Corporation of British Columbia June 2014 - Present
ICBC September 1999 - June 2014
Insurance Corporation of British Columbia May 1990 - September 1999
First City Trust September 1982 - May 1990
Skills
Team Leadership, Team Building, Business Analysis, Leadership, Risk Management, Analysis, Coaching, Project Management, Project Planning, English, Building Relationships, Service Level Management, Performance Management, Software Development, Applications Software...
Education
British Columbia Institute of Technology / BCIT 1981 — 1982
Diploma of Technology, Operations Management
Chris McIntire Chris McIntire's First City Trust Experience 1988 - 1990
Job Technology Consultant at TELUS
Industry Computer Hardware
Experience
TELUS March 2012 - Present
Accenture / BC Hydro 2003 - February 2012
BC Hydro 1992 - 2003
BC Systems Corporation 1990 - 1992
First City Trust 1988 - 1990
Neil Squire Society 1985 - 1988
Skills
Solution Architecture, Business Analysis, IT Strategy, Project Management, Program Management, Service Delivery, Security, Change Management, AIX, NetApp, Active Directory, Storage, IT Management, IT Service Management, Integration, PMP, Virtualization, Requirements Gathering, PMO, Leadership, Server Architecture, IT Operations, Disaster Recovery, Enterprise Architecture, Servers, SAN, Storage Area Networks, SQL, Software Development, Requirements Analysis, Data Center, Troubleshooting, ITIL, System Deployment, Solaris, Outsourcing, Unix, High Availability, Business Process, Cluster, Cloud Computing, Business Process..., Windows Server, VMware, System Administration, Vendor Management
Education
Simon Fraser University 1981 — 1985
BASc, Computer Science
Okanagan College 1979 — 1981
EET, Electronics
TELUS March 2012 - Present
Accenture / BC Hydro 2003 - February 2012
BC Hydro 1992 - 2003
BC Systems Corporation 1990 - 1992
First City Trust 1988 - 1990
Neil Squire Society 1985 - 1988
Skills
Solution Architecture, Business Analysis, IT Strategy, Project Management, Program Management, Service Delivery, Security, Change Management, AIX, NetApp, Active Directory, Storage, IT Management, IT Service Management, Integration, PMP, Virtualization, Requirements Gathering, PMO, Leadership, Server Architecture, IT Operations, Disaster Recovery, Enterprise Architecture, Servers, SAN, Storage Area Networks, SQL, Software Development, Requirements Analysis, Data Center, Troubleshooting, ITIL, System Deployment, Solaris, Outsourcing, Unix, High Availability, Business Process, Cluster, Cloud Computing, Business Process..., Windows Server, VMware, System Administration, Vendor Management
Education
Simon Fraser University 1981 — 1985
BASc, Computer Science
Okanagan College 1979 — 1981
EET, Electronics
Jamie Leigh's First City Trust Experience May 1989 - January 1992
Job Online Communications Specialist at BlueShore Financial Credit Union
Industry Public Relations and Communications
Experience
BlueShore Financial January 2014 - Present
City of Surrey November 2012 - January 2014
PMC Science Fair Fun Run February 2011 - January 2013
Miles February 2009 - November 2012
Pacific Newspaper Group May 1993 - December 2008
North Shore News June 1992 - May 1993
BCTV January 1992 - May 1992
First City Trust May 1989 - January 1992
Skills
Social Media, Hootsuite Certified, Google Analytics..., Media Planning, Advertising, Newspaper, Magazines, Online Advertising, Facebook Advertising, Digital Media, Writing, News Releases, SEO, Blogging, Keyword Research, Proposal Writing, Photoshop, InDesign, Wordpress, Blogger, HTML, Advertising Sales, Newspapers, Facebook, Newsletters, Web Analytics, Content Strategy, Public Relations, Social Media Marketing, Marketing Communications, Marketing, Marketing Strategy, Online Marketing, Digital Marketing
Education
British Columbia Institute of Technology 2010 — 2012
Marketing Management Associate Certificate - Public Relations Option, Marketing and Public relations, Graduated July 4, 2012, "With Distinction"
Simon Fraser University 1987 — 1989
BA, Economics
BlueShore Financial January 2014 - Present
City of Surrey November 2012 - January 2014
PMC Science Fair Fun Run February 2011 - January 2013
Miles February 2009 - November 2012
Pacific Newspaper Group May 1993 - December 2008
North Shore News June 1992 - May 1993
BCTV January 1992 - May 1992
First City Trust May 1989 - January 1992
Skills
Social Media, Hootsuite Certified, Google Analytics..., Media Planning, Advertising, Newspaper, Magazines, Online Advertising, Facebook Advertising, Digital Media, Writing, News Releases, SEO, Blogging, Keyword Research, Proposal Writing, Photoshop, InDesign, Wordpress, Blogger, HTML, Advertising Sales, Newspapers, Facebook, Newsletters, Web Analytics, Content Strategy, Public Relations, Social Media Marketing, Marketing Communications, Marketing, Marketing Strategy, Online Marketing, Digital Marketing
Education
British Columbia Institute of Technology 2010 — 2012
Marketing Management Associate Certificate - Public Relations Option, Marketing and Public relations, Graduated July 4, 2012, "With Distinction"
Simon Fraser University 1987 — 1989
BA, Economics
Dave Martin, MBA, CPA Dave Martin, MBA, CPA's First City Trust Experience September 1988 - January 1990
Job Supply Chain Compliance Analyst at Insitu, Inc.
Industry Aviation & Aerospace
Experience
Insitu, Inc. July 2013 - Present
Sagetech Corporation January 2013 - May 2013
Resources Global Professionals August 2003 - October 2012
Comsys (now Experis) August 1998 - August 2003
US Bank June 1996 - July 1998
VF Corporation January 1992 - April 1996
Oracle January 1990 - November 1992
First City Trust September 1988 - January 1990
Mt. Hood Meadows Ski Resort July 1986 - August 1988
Macy's December 1982 - June 1986
Skills
Sarbanes-Oxley, Enterprise Risk..., CPA, Systems Analysis, Systems Improvement, M&A Modeling, M&A execution, Capital Budgeting, Strategic Financial..., Controllership Functions, Financial Accounting, Managerial Finance, Financial Analysis, Human Resources, Project Planning, Project Management, Large Systems..., Financial Systems Design, Financial System..., Financial Systems..., Network Administration, Desktop Administration, Program Management, Program Development, Programming, Internal Audit, Sarbanes-Oxley Act, Internal Controls
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance (double major)
Willamette University 1974 — 1978
Bachelor of Arts (BA), Economics Major with minors in Computer Science, Math and French
Insitu, Inc. July 2013 - Present
Sagetech Corporation January 2013 - May 2013
Resources Global Professionals August 2003 - October 2012
Comsys (now Experis) August 1998 - August 2003
US Bank June 1996 - July 1998
VF Corporation January 1992 - April 1996
Oracle January 1990 - November 1992
First City Trust September 1988 - January 1990
Mt. Hood Meadows Ski Resort July 1986 - August 1988
Macy's December 1982 - June 1986
Skills
Sarbanes-Oxley, Enterprise Risk..., CPA, Systems Analysis, Systems Improvement, M&A Modeling, M&A execution, Capital Budgeting, Strategic Financial..., Controllership Functions, Financial Accounting, Managerial Finance, Financial Analysis, Human Resources, Project Planning, Project Management, Large Systems..., Financial Systems Design, Financial System..., Financial Systems..., Network Administration, Desktop Administration, Program Management, Program Development, Programming, Internal Audit, Sarbanes-Oxley Act, Internal Controls
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1979 — 1981
Master of Business Administration (MBA), Accounting and Finance (double major)
Willamette University 1974 — 1978
Bachelor of Arts (BA), Economics Major with minors in Computer Science, Math and French
David Trotter's First City Trust Experience April 1984 - September 1990
Job Area Vice President at Absolute Software
Industry Computer Software
Experience
Absolute Software January 2005 - Present
Response Biomedical Corporation April 2002 - December 2004
Clicktostay.com July 2001 - July 2002
ITI January 1999 - July 2001
GE Capital 1991 - 1999
First City Trust April 1984 - September 1990
Skills
Sales Process, SaaS, Enterprise Software, Direct Sales, Solution Selling, Business Development, Leadership, Cloud Computing, Salesforce.com, Account Management, Software Industry, Strategy, Lead Generation, Management, Channel Partners, New Business Development, CRM, Sales Operations, Cross-functional Team..., Professional Services, Sales Management, Strategic Partnerships, Selling
Education
UBC
Absolute Software January 2005 - Present
Response Biomedical Corporation April 2002 - December 2004
Clicktostay.com July 2001 - July 2002
ITI January 1999 - July 2001
GE Capital 1991 - 1999
First City Trust April 1984 - September 1990
Skills
Sales Process, SaaS, Enterprise Software, Direct Sales, Solution Selling, Business Development, Leadership, Cloud Computing, Salesforce.com, Account Management, Software Industry, Strategy, Lead Generation, Management, Channel Partners, New Business Development, CRM, Sales Operations, Cross-functional Team..., Professional Services, Sales Management, Strategic Partnerships, Selling
Education
UBC
Jake Chazan's First City Trust Experience 1990 - 1991
Job JD Chazan CPA,CA
Industry Accounting
Experience
National Taiwan University September 2013 - February 2015
National Taiwan University 2013 - 2015
National Taiwan University 2013 - 2015
CIBC World Markets May 1997 - September 2003
JPMorgan (Chemical Bank) 1995 - 1997
NatWest January 1991 - December 1992
First City Trust 1990 - 1991
Bank of Nova scotia 1987 - 1990
Citibank Canada 1984 - 1986
Coppers & Lybrand 1981 - 1984
Skills
Strategic Planning, Strategic Partnerships, Change Management, Executive Coaching, Corporate Finance, Derivatives, College Teaching, Accounting under IFRS, Teaching Adults
Education
Institute of Chartered Accountants of Manitoba 1973 — 1978
CA, Accounting
University of Manitoba 1969 — 1973
BA Honours, Economics
The University of Edinburgh 1971 — 1972
BA of Arts (Honors) as part of my University of Manitoba studies, Economics
National Taiwan University September 2013 - February 2015
National Taiwan University 2013 - 2015
National Taiwan University 2013 - 2015
CIBC World Markets May 1997 - September 2003
JPMorgan (Chemical Bank) 1995 - 1997
NatWest January 1991 - December 1992
First City Trust 1990 - 1991
Bank of Nova scotia 1987 - 1990
Citibank Canada 1984 - 1986
Coppers & Lybrand 1981 - 1984
Skills
Strategic Planning, Strategic Partnerships, Change Management, Executive Coaching, Corporate Finance, Derivatives, College Teaching, Accounting under IFRS, Teaching Adults
Education
Institute of Chartered Accountants of Manitoba 1973 — 1978
CA, Accounting
University of Manitoba 1969 — 1973
BA Honours, Economics
The University of Edinburgh 1971 — 1972
BA of Arts (Honors) as part of my University of Manitoba studies, Economics
Jan Denham's First City Trust Experience 1981 - February 1987
Job Principal at Clark & Company, Chartered Professional Accountants
Industry Accounting
Experience
Clark & Company, Certified General Accountants July 2009 - Present
Warrington Property Group 1995 - 2001
Bentall Development 1988 - 1995
Bentall LP 1988 - 1995
First City Trust 1981 - February 1987
Skills
Accountants, Financial Reporting, Financial Accounting, Corporate Tax, Tax, Cash Flow, QuickBooks, Income Tax, Tax Preparation, Certified Quickbooks...
Education
Certified General Acct 1984 — 1988
BCIT
Diploma, Hotel and Restaurant Management
Clark & Company, Certified General Accountants July 2009 - Present
Warrington Property Group 1995 - 2001
Bentall Development 1988 - 1995
Bentall LP 1988 - 1995
First City Trust 1981 - February 1987
Skills
Accountants, Financial Reporting, Financial Accounting, Corporate Tax, Tax, Cash Flow, QuickBooks, Income Tax, Tax Preparation, Certified Quickbooks...
Education
Certified General Acct 1984 — 1988
BCIT
Diploma, Hotel and Restaurant Management
Elaine Price's First City Trust Experience November 1986 - January 1992
Job Director of Finance at Pan Pacific Pet Supplies
Industry Wholesale
Experience
Pan Pacific Pet November 2010 - Present
Snack Alliance Inc. October 2000 - November 2010
Chai Na Ta 1998 - 2000
Canadian Communication Products 1993 - 1998
First City Trust November 1986 - January 1992
Skills
Change Control, Forecasting, Culture Change, Leadership, Budgets
Education
British Columbia Institute of Technology 1984 — 1986
Financial Management Diploma, Accounting
Pan Pacific Pet November 2010 - Present
Snack Alliance Inc. October 2000 - November 2010
Chai Na Ta 1998 - 2000
Canadian Communication Products 1993 - 1998
First City Trust November 1986 - January 1992
Skills
Change Control, Forecasting, Culture Change, Leadership, Budgets
Education
British Columbia Institute of Technology 1984 — 1986
Financial Management Diploma, Accounting
David Perrott's First City Trust Experience 1980 - 1987
Job Vice President, Credit TREZ COMMERCIAL MORTGAGE LP
Industry Financial Services
Experience
TREZ COMMERCIAL MORTGAGE LP July 2014 - Present
TRIESS PROPERTIES LIMITED (& Affiliates) 1991 - Present
LAURENTIAN BANK OF CANADA 2007 - 2014
MORGAN FINANCIAL CORPORATION 1988 - 1990
FIRST CITY TRUST 1980 - 1987
STANDARD LIFE ASSURANCE COMPANY 1975 - 1980
Skills
Credit Analysis, Portfolio Management, Risk Management, Mortgage Lending, Financial Analysis, Real Estate Asset..., Mortgage Financing...
Education
Seneca College of Applied Arts and Technology 1973 — 1975
Hons Real Property Assessment
Burlington Central High School 1968 — 1973
Hons SSGD
TREZ COMMERCIAL MORTGAGE LP July 2014 - Present
TRIESS PROPERTIES LIMITED (& Affiliates) 1991 - Present
LAURENTIAN BANK OF CANADA 2007 - 2014
MORGAN FINANCIAL CORPORATION 1988 - 1990
FIRST CITY TRUST 1980 - 1987
STANDARD LIFE ASSURANCE COMPANY 1975 - 1980
Skills
Credit Analysis, Portfolio Management, Risk Management, Mortgage Lending, Financial Analysis, Real Estate Asset..., Mortgage Financing...
Education
Seneca College of Applied Arts and Technology 1973 — 1975
Hons Real Property Assessment
Burlington Central High School 1968 — 1973
Hons SSGD
Greg Vezina's First City Trust Experience 1990 - 1991
Job Corporate Finance & Commercial Real Estate Finance Specialist
Industry Financial Services
Experience
Edgemark Capital Ltd. April 1999 - Present
Arcturus Realty 1995 - November 2011
BDC June 1997 - March 1999
Edgemark Capital Group Inc. 1995 - 1997
Edgecombe Group Inc. 1993 - 1995
Internet Financial Corporation 1991 - 1993
First City Trust 1990 - 1991
Bank of Montreal 1986 - 1990
First City Trust 1985 - 1986
First City Trust 1984 - 1985
Skills
corporate finance, management consulting, contract negotiation, Investments, Financial Modeling, Finance, Portfolio Management, Strategy, Private Equity, Real Estate, Real Estate Development, Commercial Real Estate, Management, Strategic Planning, Loans
Education
The University of British Columbia 1990 — 1991
Urban Land Economics, Real Estate Finance
The University of British Columbia 1982 — 1984
M.B.A., Finance & Information Systems
The University of British Columbia 1976 — 1980
B.ApSc, Electrical Engineering specializing in software and control systems
Edgemark Capital Ltd. April 1999 - Present
Arcturus Realty 1995 - November 2011
BDC June 1997 - March 1999
Edgemark Capital Group Inc. 1995 - 1997
Edgecombe Group Inc. 1993 - 1995
Internet Financial Corporation 1991 - 1993
First City Trust 1990 - 1991
Bank of Montreal 1986 - 1990
First City Trust 1985 - 1986
First City Trust 1984 - 1985
Skills
corporate finance, management consulting, contract negotiation, Investments, Financial Modeling, Finance, Portfolio Management, Strategy, Private Equity, Real Estate, Real Estate Development, Commercial Real Estate, Management, Strategic Planning, Loans
Education
The University of British Columbia 1990 — 1991
Urban Land Economics, Real Estate Finance
The University of British Columbia 1982 — 1984
M.B.A., Finance & Information Systems
The University of British Columbia 1976 — 1980
B.ApSc, Electrical Engineering specializing in software and control systems