First National Financial LP
Industry: Company
DescriptionFirst National Financial Corporation is the parent company of First National Financial LP, a Canadian private lending institution based in Toronto, Ontario. Revenue: 1.1 billion USD (2017) Headquarters: Toronto, Canada Founder: Stephen Smith Subsidiaries: First National Financial Corporation, Asset Management Arm, First National Financial
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First National Financial LP Employees
First National Financial LP 1995 - Present
Gidney Fisheries Limited 2000 - 2015
Fundy Capital Management Inc. 1999 - 2015
Sun Life Assurance Company of Canada 1990 - 1995
Skills
Finance, Portfolio Management, Investments, Commercial Mortgages, Mortgage Lending, Investment Properties, Management, Commercial Real Estate, Commercial Real Estate..., Asset Management, Investors, Real Estate Development
Education
Acadia University 1986 — 1990
BBA, Finance
First National Financial LP May 2009 - June 2014
CIBC May 2008 - April 2009
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Concordia University 2004 — 2008
BComm, Finance
CFA Institute
CFA Level II Candidate
First National Financial LP March 2015 - Present
Canada Guaranty Mortgage Insurance Company September 2013 - March 2015
First National Financial LP October 2009 - September 2013
First National Financial LP March 2009 - October 2009
First National Financial LP October 2008 - March 2009
Invis May 2007 - October 2008
Skills
Mortgage, Economics, Analysis, Loans, Credit, Mortgage Lending
Education
Concordia University 2009 — 2014
Master's degree, Economics
Concordia University 2005 — 2008
B. Sc., Economics
Vanier College 2003 — 2005
DEC, Social Sciences
First National Financial LP July 2013 - Present
First National Financial LP November 2011 - July 2013
First National Financial LP March 2010 - November 2011
TD Canada Trust August 2003 - December 2005
Skills
Customer Service, Administration, Data Entry, Mortgage Lending, Microsoft Office, Banking, Teamwork, Loans, Microsoft Excel, Leadership, Residential Mortgages
Education
Ryerson University 2006 — 2010
BA, Human Resources Management, Arts and Contemporary Studies
First National Financial LP June 2015 - Present
Marathon Mortgage June 2013 - June 2015
The Bridg Group of Companies November 2011 - November 2012
Monster Mortgage February 2011 - October 2011
Scotiabank (formerly Maple Trust) August 2005 - March 2009
Invis June 2003 - August 2005
Synnex Canada (Formerly Merisel Canada Inc.) 1996 - 2004
Merisel Canada Inc. 1996 - 2002
Skills
Customer Service, Business Analysis, Project Management, Mortgage Lending, Microsoft Office, Software Documentation, Credit, Financial Risk, Leadership, Marketing Strategy, Negotiation, Photoshop, Quality Assurance, Underwriting, Employee Training, Training & Development, Sales, E-Learning, Social Networking, Organization, Office Management, Problem Solving, Operations Management, Sales Operations, Salesforce.com, Sales Management, Refinance, New Business Development, Team Building, Credit Risk, Residential Mortgages, Account Management, Investments, Loans, Debt Consolidation, Banking, Team Leadership, Project Planning, Business Process, Budgets, Home Equity Lines of..., Certified Mortgage..., Second Mortgages, Training, Commercial Mortgages, Construction Loans, Rates, Mortgage Servicing, Real Estate Financing, Reverse Mortgages
Education
York University 1992 — 1997
B.A., Psychology
Seneca College of Applied Arts and Technology 2009 — 2010
Project Management
Seneca College of Applied Arts and Technology 2005 — 2009
Mortgage Broker
Westwood Secondary/Lincoln Alexander 1985 — 1990
Invis Inc - Canada's Mortgage Experts November 2014 - Present
BDC - Business Development Bank of Canada October 2011 - October 2014
Secure Mortgage Group Ltd. November 2010 - October 2011
Street Capital February 2010 - October 2010
First National Financial LP 2003 - 2010
Scotiabank 2002 - 2003
Skills
Commercial Mortgages, Residential Mortgages, Business Development, Debt Consolidation, Mortgage Lending, Refinance, Real Estate, Strategic Planning, Loans, Finance, Entrepreneurship
Education
The University of British Columbia
Mortgage Financing
Kwantlen Polytechnic University 1999 — 2001
Bachelor of Business Administration
Kwantlen Polytechnic University
Associate Degree in Marketing Management, Marketing Management
First National Financial LP September 2015 - Present
First National Financial LP March 2014 - Present
First National Financial LP November 2011 - March 2014
First National Financial LP June 2008 - November 2011
Skills
Training, Team Management, Software Documentation, Employee Relations, Financial Analysis, Leadership, Team Leadership, Banking, Credit, Microsoft Excel, Microsoft Office, Portfolio Management
Education
George Brown College
Adult Learning Certification, Teaching and Training
Ryerson University
Bachelor of Commerce, Human Resources Management
First National Financial LP July 2015 - Present
Home Trust Company September 2014 - July 2015
Home Trust Company December 2013 - September 2014
HomEquity Bank September 2013 - November 2013
CI Investments Inc. May 2012 - August 2012
Equitable Bank May 2011 - August 2011
HomEquity Bank May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Marketing, Insurance, Mortgage Lending, Banking, Portfolio Management
Education
Queen's University 2009 — 2013
Bachelor of Arts (BA) (Honours), Political Science
First National Financial LP June 2015 - Present
Canadian Imperial Bank of Commerce February 2012 - June 2015
Zellers August 2008 - March 2012
Elections Canada May 2011 - 2011
Education
Capilano University 2010 — 2014
Bachelor of Business Administration, Human Resource Management
First National Financial LP October 2012 - Present
First National Financial LP June 2012 - October 2012
Revera Inc. May 2012 - June 2012
Fileco A division of Teknion September 2010 - January 2011
Skills
Recruiting
Education
Humber College
Certificate, Human Resources Management and Services
York University 2004 — 2008
Bachelor's degree, Labour Studies
First National Financial LP October 2014 - Present
RBC January 2012 - September 2014
Raiffeisen Bank January 2009 - January 2010
TechnoPark Corporation September 2008 - December 2009
Skills
Banking, Relationship Management, Mortgage Lending, Credit, Account Management, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Budgets, Commercial Banking, Loans
Education
George Brown College 2011 — 2011
Financial Planning Post-graduate Program, Personal Financial Planning
National Metallurgical Academy of Ukraine 2004 — 2009
Bachelor Degree in Finance, Finance and Financial Management Services
Pathways to Education Canada September 2015 - Present
Luminato Festival March 2014 - September 2015
Hospice Toronto December 2013 - March 2014
The Princess Margaret Cancer Foundation May 2013 - August 2013
First National Financial LP August 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Public Relations, Marketing Communications, Editing, Fundraising, Event Planning, Volunteer Management, Management, Stewardship, Grant Writing, Annual Giving, Sponsorship
Education
Humber College 2012 — 2013
Fundraising and Volunteer Management
Queen's University 2007 — 2011
BaH, Sociology
Timbercreek Asset Management September 2015 - Present
evo Montréal March 2015 - May 2015
evo Montréal September 2014 - March 2015
TD June 2013 - April 2014
CIBC April 2012 - June 2013
First National Financial LP March 2010 - April 2012
Canada Revenue Agency May 2008 - July 2009
Enterprise Rent-A-Car September 2007 - May 2008
Skills
Mortgage Lending, Credit, Residential Mortgages, Sales, Refinance, Customer Service, Business Development, Insurance, Management, Leadership, Real Estate, Investment Properties, Underwriting, Income Tax, Sales Management, Property Management
Education
Concordia University 2006 — 2009
B.COMM., Accountancy
Champlain College Saint-Lambert 2004 — 2006
DEC, Pure & Applied Sciences
Paradigm Quest - Merix/Lendwise December 2014 - Present
CMLS Financial January 2013 - November 2014
First National Financial LP July 2012 - January 2013
First National Financial LP August 2011 - July 2012
First National Financial LP August 2010 - August 2011
Skills
Customer Service, Residential Mortgages, Commercial Mortgages, Underwriting, Mortgage Underwriting, Mortgage Servicing, Geography, Project Management, Report Writing, Loan Servicing, Portfolio Management, Funding, Refinance, Rates, Financial Analysis, Financial Services
Education
Ryerson University 2012 — 2013
Business Analysis Certificate
York University 2005 — 2009
Honours BA, Geography
Humberview 2000 — 2004
CIBC April 2013 - Present
TD September 2012 - March 2013
Vertex Business Services (financial services sector) January 2011 - July 2012
First National Financial LP November 2007 - January 2011
Marlborough Stirling Canada May 2004 - October 2007
W. H. Stuart & Associates March 2003 - May 2004
ARPA Software September 2001 - February 2003
Skills
C#, VB.NET, Web Services, WCF, XML/XSD/XSLT, Altova XML tools, SQL Server..., TFS, Entity Framework, HTML, JavaScript, LINQ, .NET, Visual Studio, SSIS, SSRS, ERWin Data Modeler, Enterprise Library, ASP.NET/ASP, ASP.NET MVC, CSS, VBScript, Visio, InstallShield, Crystal Reports, VB6, ASP.NET, Databases, Software Development, XML, T-SQL, ADO.NET, Database Design, Microsoft SQL Server, IIS, XSLT, ASP, SQL, Oracle
Education
Institute of Cybernetics of the Academy of Sciences of Ukraine
PhD, Information Technologies and Computer Science
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
MSc, Mathematics and Computer Science
TD Securities August 2014 - Present
Onex June 2013 - August 2013
First National Financial LP May 2011 - August 2012
Skills
Teamwork, Residential Mortgages, Valuation, Financial Analysis, Commercial Mortgages, Investments, Finance, Capital Markets, Bloomberg, Portfolio Management
Education
Queen's University 2010 — 2014
Bachelor of Commerce
National University of Singapore 2013 — 2013
Exchange Semester, Finance, General
MCAP March 2015 - Present
Game Changers Create March 2013 - Present
LightSpeed Retail August 2014 - March 2015
Merchlar April 2014 - August 2014
MG2 Agency Group January 2012 - January 2014
Computershare 2011 - 2012
First National Financial LP September 2008 - 2011
First National Financial LP February 2008 - September 2008
Skills
Leadership, Strategy, Negotiation, Proactive self-starter, Investments, Strategic Planning, Financial Analysis, Portfolio Management, Finance, Management, Social Media, Banking, Risk Management, Event Planning, Project Management, Strategic Financial..., Team Leadership, Credit, Financial Modeling, Time Management, Personal Branding, Artist Branding, Analysis, Social Media Marketing, Business Analysis, Start-ups, Budgets, Social Networking, Organization, Teamwork, Management Consulting, Managerial Finance, Coaching, Loans, Change Management, Marketing Communications, Talent Management, French, Small Business, Entrepreneurship, Sales, Financial Services, Public Speaking, New Business Development, Business Planning, Marketing Strategy, Business Strategy, Business Development, Nonprofits, Augmented Reality
Education
McGill University 2012 — 2013
Certificate: Management
Concordia University 2007 — 2011
Honours Bachelor of Arts (B.A.)
First National Financial LP September 2006 - Present
CIBC July 2002 - September 2006
Skills
Mortgage Lending, Credit, Residential Mortgages, Loans, Refinance, Banking, Financial Analysis, Investments, Credit Analysis, Underwriting, Portfolio Management, Credit Risk, Business Communications, Creative Problem Solving, Quick Thinker, Customer Service, Teamwork
Education
The University of British Columbia 2006 — 2007
Mortgage broker licence, Mortgage brokerage
Odessa State Polytechnic University 1975 — 1981
Master's degree, Economy and computer sience
Team Cara Savege July 2013 - Present
First National Financial LP May 2012 - July 2013
VanCity Credit Union September 1985 - February 2009
Vancity August 1984 - February 2009
Skills
Mortgage Lending, Residential Mortgages, Credit, Investments, Debt Consolidation, Refinance, Mortgage Underwriting, Loans, Banking
Education
John Oliver High School 2009 — 2009
Westcoast College of Healthcare
British Columbia Institute of Technology / BCIT
Financial Planning and Services
Royal LePage April 2015 - Present
First National Financial LP January 2015 - March 2015
TD January 2014 - January 2015
Growth Wings Consulting Inc. 2007 - February 2014
Sutton Group October 2002 - February 2014
Manzel Investments ltd. October 2006 - January 2009
Skills
Investment Properties, Investors, Real Estate Transactions, Investments, Market Analysis, Referrals, Contract Negotiation, Commercial Real Estate, Strategic Planning, Negotiation, Business Development, Business Strategy, Residential Mortgages, Real Estate Investor, Real Estate Economics, Mortgage Lending, International Relations, International Sales, International Trade, Commercial Mortgages, Loans, Debt Consolidation, Credit, Reverse Mortgages, Income Properties, Refinance, Wealth Management, First Time Home Buyers, Single Family Homes
Education
Orta Doğu Teknik Üniversitesi / Middle East Technical University 1990 — 1994
Petroleum Eng., Drilling
First National Financial LP 1999 - Present
Skills
Mortgage Lending, Commercial Mortgages, Loans, Refinance, Finance, Funding, Real Estate Economics, Debt Consolidation, Commercial Real Estate, Real Estate, Banking, Real Estate Financing, Mortgage Servicing, Construction Loans, Mortgage Underwriting, Mortgage Marketing, Certified Mortgage..., Mortgage Banking, Investments, Financial Services, Credit Analysis, Customer Service, Rates, Investment Properties, Commercial Lending, Loan Origination, Strategic Planning, Residential Mortgages, Underwriting, New Business Development, Mergers & Acquisitions, Mergers
Education
Carleton University
BA, Law
Seneca College of Applied Arts and Technology
First National Financial LP August 2014 - Present
Just Energy April 2014 - July 2014
Just Energy May 2010 - April 2014
Gomes and Associates November 2008 - July 2010
CTV Channel November 2007 - November 2008
Corus Entertainment February 2005 - October 2007
TD Canada Trust February 1994 - October 2004
Skills
Instructional Design, E-learning, Adult Education, Research, Curriculum Design, E-Learning, Coaching, Management, Program Management, Leadership, Hands-on Training, Team Building, Training, SharePoint, Captivate, Customer Service, Training Delivery, Analysis, Employee Training, Learning Management..., Blended Learning, Needs Analysis, Human Resources, Change Management, Performance Management, Call Centers, Process Improvement, Instructor-led Training, Microsoft Office, Workshop Facilitation, E-learning Modules, Software Documentation, Learning Management
Education
Durham College 2009 — 2011
Adult Education
Seneca College of Applied Arts and Technology 1990 — 1993
Audio Visual Communications
First National Financial LP April 2014 - Present
McGill University May 2013 - August 2013
McGill International Review September 2012 - April 2013
Janaagraha Centre for Citizenship and Democracy June 2012 - August 2012
Aga Khan Foundation East Africa May 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Editing, Data Analysis, Economics, Market Research, Nonprofits, Statistics, Proofreading, International Relations, Analysis, Financial Analysis, Qualitative Research, Community Outreach, Critical Thinking, Policy
Education
McGill University 2010 — 2013
Bachelor of Arts (BA), Economics and International Development Studies
Aga Khan Academy, Nairobi 2003 — 2010
International Baccalaureate
First National Financial LP June 2014 - Present
First National Financial LP August 2013 - June 2014
First National Financial LP May 2012 - August 2013
H&M April 2010 - October 2012
Hudson's Bay Company October 2007 - November 2008
Skills
Retail, Business Process Design, Customer Service, Microsoft Excel, IT Management, Problem Solving, Microsoft Office, Business Analysis, System Development, SAP ERP, Mortgage Lending, Access, Team Leadership
Education
Ryerson University 2008 — 2013
Bachelor of Commerce (B.Com.), Information Technology Management
Ryerson University 2008 — 2013
Bachelor of Commerce (B.Com.), Information Technology Management
First National Financial LP March 2015 - Present
Brookfield Johnson Controls January 2015 - February 2015
TD Auto Finance December 2013 - January 2015
OHM Wedding 2011 - June 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Research, PowerPoint, Time Management, Outlook, Microsoft Word, Public Speaking, Accounting, Access, Social Media, Marketing, Project Management, Community Outreach, Teamwork, Event Planning, Social Media Marketing
Education
York University 2010 — 2012
Spec. Honours, Political Sciences
McMaster University 2006 — 2008
Bachelor of Arts (BA), Psychology
First National Financial LP March 2014 - Present
MCAP March 2013 - March 2014
RMG Mortgages (Division of MCAP) 2012 - 2013
Bridgewater Bank 2007 - 2012
Jencor Mortgage Corporation 2010 - 2011
Scotia Express 2003 - 2007
Scotia Mcleod Brokerage 1998 - 2003
Skills
Mortgage Lending, Mortgage Advisor, Residential Mortgages, Team Leadership, Leadership Development, Mortgage Banking, Mortgage Underwriting, Mortgage Servicing, Credit Analysis, Credit Risk, Construction Loans, Underwriting, Leadership, Building Relationships, Manage Client..., Management, Refinance, Credit, Debt Consolidation, Consumer Lending, Loans, Banking, Real Estate Financing, Certified Mortgage..., Commercial Mortgages
Education
Mount Royal College
First National Financial LP July 2006 - Present
First National Financial LP February 2006 - July 2006
First National Financial LP November 2003 - January 2006
TD Canada Trust June 2001 - November 2003
Skills
Credit, Mortgage Lending, Loans, Residential Mortgages, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Banking, Teamwork, Accounting, Accounts Receivable, Finance
Education
George Brown College 1994 — 1996
Medical Office Administration
Notre Dame Highschool 1988 — 1992
School Diploma (O. S. S. D), Business
MCAP July 2015 - Present
MCAP November 2012 - July 2015
First National Financial LP October 2010 - October 2012
Canadian Research Network for Care in the Community May 2009 - May 2010
Ryerson University - Cognitive Aging Laboratory May 2008 - May 2009
Genpharm Inc. May 2007 - September 2007
Genpharm Inc. May 2006 - September 2006
Skills
Public Speaking, Funding, Customer Service, Credit, Microsoft Excel, Teamwork, Microsoft Word, Coaching, Event Planning, Research, Microsoft Office, Data Analysis, Mortgage Lending, Outlook, Editing, Financial Analysis, Access, Risk Management, PowerPoint, Accounting, Public Relations, Team Leadership, Sales, Time Management, Team Building, Leadership, Negotiation, Community Outreach, Management
Education
Ryerson University 2006 — 2010
B.A, Psychology, Human Resource Management
First National Financial LP July 2010 - Present
First National Financial LP March 2006 - July 2010
First National Financial LP November 2004 - March 2006
Skills
Instructional Design, Training Delivery, Employee Training, Mortgage Lending, Customer Service, Refinance, Residential Mortgages, Leadership, Portfolio Management, Account Management, Time Management, Debt Consolidation, Strategic Planning, Investments, Commercial Mortgages, Funding, Software Documentation, Relationship Development, Training Needs Analysis, Investment Properties, Credit, Loans
Education
George Brown College Continuing Education 2014 — 2016
Human Resources Management/Personnel Administration, General
George Brown College Continuing Education 2014 — 2015
Instructing Adults Certificate, Workforce Development and Training
University of Ottawa 2001 — 2004
B Soc Sc, Criminology & Psychology
First National Financial LP April 2015 - Present
First National Financial LP October 2010 - Present
TD Bank March 2010 - October 2010
Export Development Canada May 2009 - March 2010
HSBC February 2006 - May 2009
HSBC August 2004 - February 2006
Canada Revenue Agency June 2004 - August 2004
Skills
Credit Analysis, Real Estate Financing, Customer Relations, Underwriting, Mortgage Underwriting, Residential Mortgages, Coaching, Professional Networking, Business Relationship..., Credit Risk, Credit Insurance, Insurance, Credit, Loans, Mortgage, Consumer Lending, Mortgage Lending, Financial Risk, Portfolio Management, Banking, Customer Service, Finance, Sales, Management, Risk Management, Financial Services, Business Networking, Analysis, Commercial Mortgages, Mortgage Banking, Mortgage Servicing
Education
McGill University 2002 — 2005
Bachelor of Commerce, Finance
Dawson College 2000 — 2002
DEC, Pure and Applied Science
Collège Laval 1995 — 2000
DES, Diploma of Secondary Studies
Scotiabank October 2014 - Present
First National Financial LP June 2014 - October 2014
First National Financial LP February 2013 - June 2014
First National Financial LP May 2012 - January 2013
Inniskillin Winery September 2010 - September 2011
Instituto Federal De Educacao May 2010 - July 2010
Longo's Brothers Fruit Market Inc April 2005 - May 2008
Skills
Residential Mortgages, Mortgage Lending, Mortgage Underwriting, Mortgage Banking, Refinance, Customer Service, Account Management, Time Management, Sales, Marketing, PowerPoint, Public Speaking, Market Research, Social Media Marketing, Marketing Communications, Teamwork, Advertising, Microsoft Word
Education
Lakehead University 2011 — 2012
Bachelors of administration, Business
Niagara College 2008 — 2011
Business Admistrative Marketing Co-op, Marketing
Seneca College of Applied Arts and Technology 2012 — 2012
Mortgage Agent Course
First National Financial LP June 2015 - Present
First National Financial LP February 2013 - Present
Calum Ross Mortgage September 2012 - Present
The Thirsty Photographer 2007 - 2012
Dynamic Funds December 2005 - May 2011
Assurant Solutions 2001 - 2003
Bevinco Bar Systems Ltd 2001 - 2003
Skills
Customer Service, Photography, Administration, Event Management, Digital Photography
Education
George Brown College 2009 — 2011
Digital Photography Certificate, Digital Photography and Photoshop
Blessed Mother Teresa Catholic Secondary School 2000 — 2004
Peoples Trust October 2012 - Present
Desjardins Credit Union March 2006 - May 2012
Meridian Credit Union March 2006 - May 2012
Meridian Credit Union March 2006 - May 2012
FIRST NATIONAL FINANCIAL CORPORATION February 2001 - December 2004
First National Financial LP January 1996 - December 2004
First National January 1999 - February 2001
Mortgage Backed Securities "MBS January 1998 - January 1999
Home Trust Company January 1993 - January 1998
Home Trust Company January 1989 - January 1996
Skills
Debt Consolidation, Residential Mortgages, Refinance, Mortgage Lending, Mortgage, Administration, Account Reconciliation, Customer Service, Time Management, Organizational..., Commercial Mortgages, Loans, Credit, System Administration
Education
Seneca College of Applied Arts and Technology 2012 — 2012
Mortgage Agent Program, Currently Enrolled
Centennial College 1993 — 1996
Diploma, Law Clerk
St. Vincents High School 1978 — 1981
Graduate
First National Financial LP September 2012 - Present
The Mortgage Centre December 2010 - March 2012
Real Mortgage Associates/Mortgage Freedom Inc. February 2003 - January 2011
PAB Wholesale 2001 - 2003
Skills
MS Office, Equifax Credit Reporting, Filogix Expert, Mortgage Lender Website..., CRM Systems, CRM, Business Analysis, Business Planning, Microsoft Office, Process Improvement, Account Management, Management, Budgets, Sales, Marketing, Analysis, Finance, New Business Development, Marketing Strategy, Strategic Planning, Financial Analysis, Credit, Mortgage Lending, Loans, Customer Service, Refinance, Banking, Residential Mortgages, Financial Services, Home Equity Lines of..., Debt Consolidation, Certified Mortgage...
Education
Seneca College of Applied Arts and Technology 2010 — 2010
MORTGAGE BROKER CERTIFICATION, MORTGAGES
Sheridan College 2000 — 2002
DIPLOMA, BUSINESS ADMINISTRATION / MARKETING
First National Financial LP February 2003 - Present
Skills
Mortgage Lending, Sales, Refinance, Commercial Mortgages, Debt Consolidation, Underwriting, Residential Mortgages, Mortgage Marketing, Mergers & Acquisitions, Leadership, Business Development, Credit, Loans, Loan Origination
Education
George Brown College
Law
First National Financial LP May 2015 - Present
Mortgage Rate Canada August 2014 - May 2015
CanEquity Mortgage June 2005 - August 2014
The Mortgage Group November 2001 - May 2005
Firstline Mortgages January 2000 - October 2001
MRS Trust January 1999 - 2000
Skills
Team Leadership, Underwriting, Customer Negotiations, Mortgage Lending, Residential Mortgages, Refinance, Credit, Debt Consolidation, Operations Management, Business Strategy, Negotiation, Real Estate, Insurance, Strategic Planning, Finance, Investments, Customer Service, Investment Properties, First Time Home Buyers, Mortgage Underwriting, Strategic Financial..., Mortgage Marketing, Portfolio Management, Loans, Commercial Mortgages, Certified Mortgage..., Reverse Mortgages, Sales, Financial Services, Real Estate Financing, Mortgage Banking, Business Planning, Corporate Finance, Construction Loans, Banking, Rates, Second Mortgages, Lines Of Credit, Loan Origination, Retirement Planning, Funding, Commercial Lending, Financial Structuring, Home Equity Lines of..., Credit Analysis, Home Equity Loans, Real Estate Economics
Education
Mount Royal College 1996 — 1997
University of Calgary 1994 — 1997
Third Party Residential Underwriting - FNFLP TD May 2015 - Present
First National Financial LP August 2012 - Present
HSBC Financial September 2010 - July 2012
HSBC Mortgage Services March 2008 - August 2010
HSBC Financial March 2008 - August 2010
HSBC Financial January 2007 - March 2008
Bank of Montreal May 2006 - December 2006
Skills
Organizational..., Internal Communications, Training & Development, Mortgage Lending, Credit, Loans, Investments, Management, Training, Policy, Change Management, Internal Controls, Financial Services, Process Improvement, Interviews, Performance Management, Employee Engagement, Budgets, Employee Training, Banking
Education
Concordia University 2004 — 2008
Bachelor's degree, Economics
Dawson College 2000 — 2003
D.E.C, Commerce
Pearson High School 1997 — 2000
Lester B Pearson, GED
First National Financial LP June 2014 - Present
Skills
Event Management, Problem Solving, Food & Beverage, Entertainment, Guest Satisfaction, Time Management, Administration, Direct Marketing, Research, Customer Service, Customer Loyalty, Sales Operations, Teamwork, Hotels, Microsoft Office, Hospitality Management, Customer Satisfaction, Marketing, Hospitality, Social Networking, Social Media
Education
Ryerson University 2014 — 2015
Ryerson University 2007 — 2012
Bachelor of Commerce (B.Com.)
Mortgage Architects June 2009 - Present
First National Financial LP 2005 - 2007
Home Trust Company September 2004 - April 2006
Skills
Mortgage Lending, Residential Mortgages, Refinance, Credit, Commercial Mortgages, Real Estate Financing, Loans, Investments, Mortgage Underwriting, Mortgage Banking, Investment Properties, Construction Loans, Banking, Certified Mortgage..., Underwriting, Credit Analysis, Debt Consolidation, First Time Home Buyers, Insurance, Real Estate, Portfolio Management
Education
King's College London, U. of London 2012 — 2013
Bachelor of Laws (LL.B.), Law
Seneca College of Applied Arts and Technology 2008 — 2009
Mortgage Broker Program
York University 2000 — 2009
BA, Business
Queen's University 2004 — 2004
Executive Leadership Program
First National Financial LP November 2010 - Present
Skills
Performance Management, Recruiting, Onboarding, Talent Acquisition, Employee Relations, Employee Surveys, Performance Appraisal, Contract Recruitment, Employee Engagement, New Hire Orientations, Sourcing, Coaching, Deferred Compensation, Employee Benefits, Screening, Ceridian, Benefits Administration, Exit Interviews, Labor Relations, Screening Resumes, Workforce Planning, Graduate Recruitment, Applicant Tracking..., HR Metrics, HRIS, Behavioral Interviewing, Competency Based..., Internet Recruiting, Recruitment Advertising, Strategic HR, Job Analysis, Taleo, Job Fairs, Talent Management, HR Policies, Compensation & Benefit, Human Resources, Technical Recruiting, Employee Recognition, Job Descriptions, Benefits Negotiation, Employee Handbooks, Personnel Management, Interviews, Succession Planning, Employment Law, Executive Search, Organizational..., Employer Branding, HR Consulting
Education
George Brown College 2007 — 2008
Post Graduate Certification, Human Resource Management
McMaster University 2003 — 2007
BA, Political Science/Cultural Studies
First National Financial LP June 2014 - Present
Skills
Teamwork, Time Management, Research, Analysis, Team Leadership, Commercial Real Estate, Microsoft Office, Public Speaking, Leadership, Real Estate Financing, Business Communications, Microsoft Excel, Customer Service, PowerPoint, Budgets, Market Research, Data Analysis, Management, Critical Thinking, Social Networking, Microsoft Word, Event Management, Organizational..., Problem Solving, Microsoft Technologies, Social Media Marketing, Spanish, Marketing, Social Media, Outlook, Fundraising, Strategic Planning, Accounting, Event Planning, Financial Analysis, English, French, Real Estate
Education
Ryerson University 2013 — 2014
Master of Business Administration (MBA), Retail and Commercial Real Estate Development
McGill University 2009 — 2013
Bachelor's Degree, International Development and Management
Trian Fund Management, L.P. May 2015 - Present
RioCan Real Estate Investment Trust April 2013 - September 2013
Quantic Gaming January 2010 - January 2013
First National Financial, LP May 2011 - August 2012
Skills
Critical Thinking, Teamwork, Microsoft Excel, Financial Analysis, Microsoft Office, Public Speaking, PowerPoint, Leadership, Time Management
Education
New York University School of Law 2014 — 2017
Doctor of Law (JD), Law
Richard Ivey School of Business 2010 — 2014
Bachelor of Arts, Honours Business Administration
Upper Canada College
International Baccalaureate Diploma and Ontario Secondary School Diploma
First National Financial LP April 2015 - Present
The MAD Lab Foundation January 2015 - Present
RBC February 2013 - April 2015
Skills
Customer Service, Management, Sales, Negotiation, Team Building, Research, Marketing, Financial Analysis, Retail, Leadership, Teamwork, Team Leadership, Microsoft Office, Time Management, Public Speaking, Mortgage Underwriting
Education
Capilano University 2010 — 2011
Medical/Clinical Assistant
First National Financial LP December 2010 - Present
First National Financial LP February 2003 - Present
Skills
Mortgage Lending, Leadership, Investment Properties, Residential Mortgages, Refinance, Underwriting, Credit, Sales, Commercial Mortgages, Banking
Education
George Brown College
Law Clerks Certification
First National Financial LP 2012 - Present
Skills
Customer Service, Time Management, Mortgage Lending, Teamwork, Banking, Credit, Financial Analysis, Loans, Microsoft Office, Finance, Microsoft Excel, Sales, Microsoft Word
Education
Carleton University
Bachelor's Degree, Bachelor of Commerce
Century 21 Leading Edge Realty Inc., Brokerage June 2014 - Present
National Bank of Canada February 2007 - February 2012
First National Financial LP February 2002 - February 2007
Education
Seneca College of Applied Arts and Technology 2006 — 2008
Certificate, Financial Services Underwriting, With honors
Descartes Consulting LLC September 2014 - Present
IMA Institute of Management Accountants 2012 - 2015
Galderma Laboratories LP August 2011 - August 2014
Galderma Canada Inc. November 2008 - August 2011
First National Financial LP February 2008 - October 2008
Le Credit Lyonnais BANK June 2006 - December 2007
Skills
Forecasting, Business Analysis, Financial Modeling, Management Accounting, Strategic Financial..., Business Planning, Accounting, Finance, Hyperion Enterprise, Strategy, Budgets, Process Improvement, Financial Analysis, Analytics, Business Intelligence, Financial Reporting, Corporate Finance, Management, Internal Audit, CRM, Risk Management, Business Strategy, Banking, Business Development, Financial Forecasting, Leadership, Strategic Planning
Education
Ecole supérieure de Commerce de Pau 2006 — 2007
Master's degree
French Business School (Bordeaux) 2006 — 2007
Master's Degree
First National Financial LP March 2014 - Present
First National Financial LP March 2012 - March 2014
Skills
Mortgage Lending, Banking, Credit, Financial Analysis, Finance, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Financial Services
Education
Dalhousie University 2005 — 2009
Bachelor of Arts, Economics
First National Financial LP December 2014 - Present
First National Financial LP April 2012 - December 2014
TD Auto Finance September 2011 - April 2012
Bank of Montreal June 2009 - January 2011
Skills
Bilingual - French &..., French, Customer Service, Finance, Banking, Residential Mortgages, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Negotiation, Time Management, Outlook
Education
Concordia University 2009 — 2010
Bachelor of Arts, Political Science
Richview Collegiate Insitutute 2005 — 2009
Bilingual Ontario Secondary School Diploma
George Brown College
Business/Commerce, General
First National Financial LP May 2011 - Present
HomeTrust September 2009 - April 2011
Accredited Home Lenders March 2006 - January 2008
Skills
Banking, Business Development, Business Strategy, Credit, Credit Analysis, Credit Risk, Customer Service, Debt Consolidation, Finance, Financial Services, First Time Home Buyers, Investment Properties, Loan Origination, Loans, Management, Mortgage Lending, Mortgage Underwriting, Negotiation, New Business Development, Commercial Mortgages, Construction Loans, Financial Analysis, Investments, Mortgage Banking, Portfolio Management, Real Estate, Real Estate Financing, Refinance, Relationship Management, Residential Mortgages
Education
BCIT
Mackenzie Investments March 2013 - Present
First National Financial LP November 2011 - March 2013
Financial Services Commission of Ontario (FSCO) July 2009 - September 2009
Skills
Portfolio Management, Financial Planning, Risk Management, Mutual Funds, SAP CRM, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Statistical Data..., Teamwork, Time Management, Asset Allocation, Problem Solving, Leadership, CRM, SAS, Securities, Analysis, Data Analysis
Education
Queen's University 2015 — 2016
Master of Management Analytics Candidate 2016
Ryerson University 2006 — 2011
Bachelor of Commerce (B.Com.), Finance Major
First National Financial LP October 2014 - Present
Nathan Sritharan Law Office September 2013 - October 2014
Ryerson University September 2009 - December 2013
Skills
Research, Matlab, Microsoft Office, Teamwork, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, SPSS, Time Management, Statistics, Teaching, Critical Thinking, Leadership, Human Resources, Event Planning, Data Analysis
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Human Resources Management and Services
First National Financial LP 2007 - Present
HSBC 2003 - 2007
Skills
Credit, Sales Management, Mortgage, Retail, New Business Development, Coaching, Underwriting, Mortgage Lending, Refinance, Residential Mortgages, Commercial Mortgages, Banking, Business Development, Certified Mortgage..., Debt Consolidation, Funding, Insurance, Investment Properties, Loans, Mortgage Banking, Mortgage Underwriting, Real Estate, Real Estate Financing, Retail Banking, Negotiation, Reverse Mortgages
Education
Concordia University
First National Financial LP August 2007 - Present
Skills
Sales, Leadership, Business Social Media, Underwriting, Coaching, Marketing, Mortgage Lending, Debt Consolidation, Loans, Credit, Residential Mortgages, Refinance, Banking, Mortgage Underwriting, Finance, Real Estate, Insurance, Negotiation, Funding, Real Estate Financing, Lines Of Credit, Management, Sales Management, Credit Risk, Credit Analysis, Relationship Management, Financial Services, Business Planning
Education
Northwood University 2000 — 2001
BBA
Durham College 1996 — 2000
Business Administration
Home Equity Bank October 2013 - Present
First National Financial LP March 2012 - November 2013
FirstLine/CIBC January 2005 - March 2012
FirstLine Mortgages/CIBC 2005 - March 2012
Shirley McParland (Yeaher) Law Clerk 1987 - 2005
Skills
Debt Consolidation, Residential Mortgages, Mortgage Lending, Refinance, Commercial Mortgages, Mortgage Underwriting, Credit, Mortgage Banking, Certified Mortgage..., Construction Loans, Banking, Loans, Home Equity Lines of..., Residential Homes, Reverse Mortgages
Education
Tyndale Seminary and University 2001 — 2005
Masters, Divinity (Theology)
Durham College 1984 — 1987
Legal Administration, Law
First National Financial LP November 2012 - Present
First National Financial LP October 2008 - November 2012
First National Financial LP June 2007 - October 2008
First National Financial LP November 2006 - June 2007
Skills
Mortgage Lending
Education
Seneca College of Applied Arts and Technology 2011 — 2011
Firefighter, Pre-Service Education and Training
Carleton University 2002 — 2005
Bachelor of Arts, Criminal Justice with a concentration in Sociology
First National Financial LP March 2012 - Present
First National Financial LP November 2008 - March 2012
Future Shop June 2007 - November 2008
Skills
Team Leadership, Strategic Leadership, Long-term Customer..., Building Relationships, Communication, Marketing Communications, Supply Chain Management, Sales, Sales Presentation..., Negotiation, Time Management, Retention Strategies, Customer Retention, Building Strong..., Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Mortgage Banking, Finance, Mortgage Lending, Customer Service, Refinance
Education
Centennial College 2003 — 2007
Advanced Applied Degree in Business Administration, Marketing
Scarlett Heights Entrepeneurial School 1999 — 2003
OSSD, Sales, Distribution, and Marketing Operations, General
First National Financial LP March 2012 - Present
Intelliware 2010 - 2012
CBC 2006 - 2009
Prime Restaurants 2004 - 2006
Coca-Cola Enterprises 1994 - 2004
Arthur Andersen 1991 - 1994
PricewaterhouseCoopers 1988 - 1991
Skills
Business Development, Strategic Planning, Negotiation, Integrated Marketing, Marketing Strategy, Forecasting, Team Leadership, Sales, Marketing, Team Building, Business Strategy, Business Analysis, Leadership, Management, Coaching, Sales Management, Strategy, Finance, Entrepreneurship, Solution Selling, Sales Operations, Contract Negotiation
Education
Queen's University 1985 — 1988
Bachelor of Commerce (BCom)
Canadian Institute of Chartered Accounts
CA
AzuLine Hotels: Hoteles en Ibiza June 2014 - August 2014
RateHub.ca January 2014 - June 2014
Bombardier Inc. June 2013 - August 2013
Metrolinx May 2012 - August 2012
First National Financial LP May 2011 - August 2011
Centre for Education and Training 2008 - 2008
Legislative Assembly of Ontario May 2005 - June 2005
Education
Queen's University 2010 — 2014
Community Trust Company January 2015 - Present
Equitable Bank June 2014 - January 2015
Equitable Bank July 2010 - January 2015
BMO Harris Private Banking April 2008 - November 2009
First National Financial LP May 2006 - March 2007
BMO Financial Group 2001 - 2006
Law Clerk June 2000 - September 2000
Skills
Attention To Detail, Analytical Approach, Investigations, Research, Financial Risk, Accounting, AML, Private Investigations, Analytical Skills
Education
Athabasca University
Bachelor of Professional Arts, Criminal Justice
ACAMS 2012 — 2012
Certified AML Specialist, Risk Mitigation
Humber College 1998 — 2000
Legal Assistant, Law
Jason Friesen Mortgage November 2012 - Present
Calum Ross Mortgage 2002 - November 2012
First National Financial LP 2001 - 2002
Skills
Residential Mortgages, Mortgage Lending, Refinance, Mortgage Underwriting, Loan Origination, First Time Home Buyers, Investments, Credit Analysis, Home Equity Loans, Banking, Property, Finance, Real Estate, Real Estate Financing, Investment Properties, Investors, Portfolio Management, Real Estate Economics, Home Equity, Lines Of Credit, Loans, Consumer Lending, Underwriting, Financial Analysis, Funding, Credit Risk, Financial Risk
Education
Canadian Securities Institute 2008 — 2010
Professional Financial planner
George Brown College 1998 — 2001
Marketing
First National Financial LP Sr. Manager, Singles UnderwritingCMHCJuly 2011 - Present
Canada Mortgage and Housing Corporation CMHC / Société canadienne d'hypothèques et de logement SCHL July 2011 - July 2015
RBC Royal Bank April 2010 - July 2011
Royal Bank of Canada December 2008 - April 2010
MGIC Canada October 2007 - July 2008
CIBC Mortgages July 2003 - October 2007
TD Canada Trust July 2002 - July 2003
TD Canada Trust 1998 - 2002
TD Canada Trust 1986 - 1998
Canada Trust 1988 - 1989
Skills
Credit Risk, Operations Management, Leadership, Management, Mortgage Underwriting, Credit, Loans, Underwriting, Mortgage Lending, Risk Management, Credit Analysis, Retail Banking, Portfolio Management, Financial Services, Executive Management, Insurance, Policy, Process Improvement, Financial Analysis, Residential Mortgages, Team Management, Relationship Management, Business Analysis, Analysis, Strategy, Change Management, Business Development, Refinance
Education
Algonquin College of Applied Arts and Technology 1978 — 1979
N/A, Business Administration
Charlebois High School 1974 — 1977
Diploma, General
CDI Professional Services December 2012 - Present
MCAP January 2009 - May 2012
First National Financial LP September 2007 - October 2008
Citi November 2005 - September 2007
Toyota Financial Services September 2002 - December 2004
Skills
Residential Mortgages, Collections, Customer Service, Mortgage Underwriting, Mortgage Banking, Escalation Resolution, Coaching, Business Analysis, Project Management, Call Centers, Insurance
Education
The University of Western Ontario 1998 — 2000
Bachelor of Arts (B.A.), French/Film
Queen's University 1996 — 1997
Lycee Canadien
RBC January 2014 - Present
Porter Airlines Inc. July 2013 - November 2013
rock-it promotions February 2013 - June 2013
Free The Children August 2012 - December 2012
City of Toronto May 2012 - August 2012
Taff-Guard Filtration January 2011 - September 2011
Citco Fund Services September 2010 - December 2010
First National Financial LP June 2009 - July 2010
St. John Ambulance, Mississauga May 2008 - August 2008
Skills
Backgrounders, Biographies, Change Management, Crisis Management, Editing, Event Planning, Fact Sheets, Media Alerts, Media Relations, Microsoft Office, Organizational..., Photo Captions, Social Media, Speech Writing, Strategic Planning, Writing News Releases
Education
Humber College 2011 — 2012
Postgraduate Certificate, Public Relations
McMaster University 2005 — 2009
Bachelor of Arts (B.A.), Honours, Geography and Environmental Studies
First National Financial LP April 2015 - Present
First National Financial LP October 2010 - April 2015
First National Financial LP August 2008 - October 2010
Education
Ryerson University 2004 — 2006
BComm, Management
Seneca College of Applied Arts and Technology 2001 — 2004
Diploma, Management
First National Financial LP May 2015 - Present
First National Financial LP May 2013 - May 2015
First National Financial LP February 2012 - May 2013
Ayala Enterprises Inc. January 2008 - October 2012
Skills
Investment Properties, Refinance, Residential Mortgages, Account Reconciliation, Accounting, Banking, Financial Reporting, Financial Analysis, Credit, Mortgage Lending, Accounts Receivable, Loans, Auditing, Financial Statements, Mortgage Underwriting, Real Estate Financing
Education
Humber College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
University of Guelph 2008 — 2011
Bachelor of Business Administration (BBA), Accounting
First National Financial LP April 2010 - Present
Montrose Mortgage Corporation February 2005 - April 2010
Skills
Commercial Mortgages, Underwriting, Real Estate Financing, Mortgage Lending, Loans, Real Estate, Finance, Financial Analysis, Commercial Lending, Negotiation, Credit, Banking
Education
HEC Montréal 2002 — 2004
Master, Financial Economics
HEC Montréal 1999 — 2002
BAA, Finance
Petrona Cobham March 2014 - Present
First National Financial LP February 2004 - Present
Centract July 2002 - February 2004
Edward G. Spong Barrister and Solicitor October 2000 - July 2002
David G. Goodaire Barrister and Solicitor 1999 - October 2000
Skills
Customer Service, Real Estate, Mortgage Lending, Team Building, Negotiation, Credit, Social Media, Coaching, Online Advertising, Social Media Marketing, Microsoft Office, Public Speaking
Education
Seneca College of Applied Arts and Technology 2006 — 2006
Certificate, Introduction of Canadian Mortgage Industry
Durham College 1997 — 2000
Diploma, Legal Administration
Canadian Mortgage Professionals Inc April 2014 - Present
CFF Bank January 2014 - April 2014
MonCana Bank of Canada July 2011 - April 2014
First National Financial LP October 2003 - July 2011
FirstLine Mortgages September 2001 - October 2003
Skills
Residential Mortgages, Mortgage Underwriting, Mortgage Lending, Underwriting, Refinance, Loans, Mortgage Banking, Credit, Credit Analysis, Debt Consolidation, Real Estate, Certified Mortgage..., Mortgage Servicing, Construction Loans, Home Equity Lines of..., Reverse Mortgages, Loan Origination, Commercial Mortgages, Real Estate Financing, Rates
Education
Bramalea Secondary
Honours Diploma
Mount Royal University
Certificate, Investment Funds in Canada
First National Financial LP January 2008 - Present
Skills
Credit, Mortgage Lending, Loans, Financial Analysis, Credit Analysis, Investments, Financial Modeling, Portfolio Management, Credit Risk, Strategic Financial..., Underwriting, Finance, Refinance, Real Estate, Commercial Lending, Commercial Mortgages, Loan Origination, Mortgage Banking, Commercial Real Estate, Investment Properties, Management, Negotiation, Due Diligence, Real Estate Transactions, Valuation, Real Estate Development, Real Estate Financing
Education
McGill University 2002 — 2006
B.Comm, Finance
Royal St. Georges
Advanced Presentation Products February 2007 - Present
Barrons Financial Group March 2006 - December 2006
First National Financial LP August 2004 - June 2005
Skills
Marketing Strategy, Events Coordination, Digital Marketing, Social Media Marketing, Email Marketing, Marketing Communications, Marketing Management, Customer Service, Team Building, B2B, Logistics Management, Management, Social Media, Advertising, Online Marketing, Microsoft Office, Marketing
Education
Ryerson University 2000 — 2004
Bachelor of Commerce (BCom), Information Technology Management
Ryerson University 2000 — 2004
Bachelor of Commerce (BCom), Marketing/Marketing Management, General
Atwater Properties Inc. March 2012 - Present
Ivanhoé Cambridge August 2006 - March 2012
First National Financial LP September 2004 - August 2006
Education
McGill University 2001 — 2004
Bachelor of Commerce (B.Com.), Joint Honours Finance & Economics, Honours Program GPA: 3.67/4.00
Casa Meow Ltd September 2009 - Present
Shoelace Collective March 2007 - September 2011
Languages On Stage February 2010 - March 2011
Multifaith Alliance to End Homelessness October 2009 - December 2010
Townshend College of Business and Computers Inc. April 2009 - April 2009
Eglinton St. George's United Church May 2008 - October 2008
Cliffside Village Revitalization Centre June 2007 - March 2008
First National Financial LP June 2001 - January 2007
Skills
Microsoft Word, Marketing Communications, Graphic Design, Advertising, Web Design, Marketing, CSS, Access, PowerPoint, Editing, Public Speaking, Social Media, Research, French, Proofreading, Policy, Copy Editing, Event Management
Education
Durham College 1982 — 1984
Diploma, Journalism
York University
BA, Philosophy
CBC Television 2006 - Present
First National Financial LP January 2012 - Present
HomEquity Bank (CHIP) January 2015 - Present
kcmedia@pathcom.com 1997 - Present
The Globe and Mail 2008 - 2009
CTV 1997 - 2008
Skills
Video Production, Journalism, Storytelling, Television, Broadcast, Editorial, Breaking News, Video, Broadcast Television, News Writing, Producing, Media Production, New Media, Radio, Broadcast Journalism
Education
Humber College
Broadcast Journalism
First National Financial LP October 2014 - Present
Canada Pension Plan Investment Board October 2011 - Present
BMO Financial Group November 2014 - April 2015
CIBC July 2012 - August 2013
Ministry of Health and Long-Term Care February 2012 - June 2012
Heart and Stroke Foundation November 2011 - February 2012
Ministry of Health and Long-Term Care January 2011 - October 2011
TD Bank June 2010 - December 2010
CIBC February 2010 - June 2010
YouAchieve.com February 2010 - June 2010
Skills
Technical Writing, Analysis, Copy Editing, Editing, Documentation, Management Consulting, Writing, Proofreading, Manuals, Software Documentation, SnagIt, SharePoint, Business Analysis, Internal Communications, Policy, Document Management, Project Planning, Technical Documentation, SDLC, Business Process, Visio, Program Management, Technical Communication, Online Help, Training, FrameMaker, Business Process..., Content Management, Proposal Writing, Requirements Gathering, Web Content Management, Business Requirements, Information Architecture, Content Development, E-Learning, Web Content, Captivate
Education
Humber College
Technical Writing Certificate
McGill University
Bachelor of Commerce, Industrial Relations
Sir Winston
First National Financial LP June 2014 - Present
Aerotek (Allegis Group) September 2005 - Present
EGI January 2012 - August 2012
Davis + Henderson January 2001 - September 2005
University of Toronto December 1998 - January 2001
Executive Assistance Inc. & Worth Recruiting October 2000 - December 2000
Skills
Human Resources, Process Improvement, Personnel Management, Organizational..., Leadership Development, Onboarding, HR Policies, Employment Law, Strategic Planning, Employee Relations, Customer Service, Employee Engagement, Performance Management, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Team Leadership, Hiring, HRIS, Recruiting, Program Management, Talent Management, Coaching, Succession Planning, Team Building
Education
Brock University 2008 — 2010
B.Ed, Adult Education
University of Toronto 2001 — 2003
CHRM, Human Resources
University of Toronto 1994 — 1999
Hons. BSc., Psychology and Sociology
University of West Indies (Mona) 1997 — 1998
Hons. BSc., Exchange (Psychology and Sociology)
First National Financial LP May 2015 - Present
Gr8 Alchemy March 2014 - September 2014
De Beers Canada Inc (DBCI) June 2011 - September 2012
Modular Home Additions April 2008 - June 2011
Datsun Property Management November 2006 - April 2008
Home Furnishings 2000 - 2002
Skills
Microsoft Excel, Office Administration, Microsoft Office, SAP, Vendor Relationships, Customer Support, Supplier Negotiation, Protective Services, Retail Sales, Logistics, Construction Drawings, Property Management, SharePoint, Solid computer skills, Telephone Manner, Project Planning, Conference Coordination, Event Planning, Customer Service, Administrative..., Management, Project Management, Budgets, Construction, Construction Management, Contract Negotiation, PowerPoint, Real Estate, Research, Risk Management, Sales, Strategic Planning, Supervisory Skills, Time Management, Training
Education
George Brown College 2002 — 2005
Business, Management, Marketing, and Related Support Services
First National Financial LP January 2013 - Present
First National Financial LP July 2010 - Present
East Side Mario's November 2006 - January 2010
Skills
Customer Relations, Customer Service, Employee Relations, Performance Management, Coaching, Change Management, Team Building, Microsoft Excel, Teamwork, Microsoft Word, Microsoft Office
Education
Ryerson University 2011 — 2012
Certificate in Human Resources Management, Human Resources Management and Services
Queen's University 2003 — 2006
LLB, Law
York University 1998 — 2002
BA, Economics and Business
The Mortgage Centre Canada - Get a Better Mortgage Inc. 2015 - Present
Genworth Financial Canada 2012 - 2015
Resmor May 2008 - February 2012
First National Financial LP 2007 - 2008
General Motors 2005 - 2007
Citi 2001 - 2005
Household Finance 1990 - 2001
Skills
Mortgage, Loans, Credit, Residential Mortgages, Banking, Capital Markets, Certified Mortgage..., Commercial Lending, Commercial Mortgages, Construction Loans, Consumer Lending, Credit Risk, Debt Consolidation
Education
Humber College 1981 — 1984
Business Admin, Finance
Magnetic Mortgages & Investing July 2015 - Present
First National Financial LP October 2014 - February 2015
TD Canada Trust February 2009 - October 2014
TD Bank Group November 2011 - March 2012
CIBC May 2007 - November 2008
CIBC Mortgages February 2006 - March 2007
CIBC Mortgages January 2001 - February 2006
Skills
Banking, Customer Service, Consumer Lending, Mortgage Banking, Credit Risk, Credit, Insurance, Loans, Mortgage Lending, Mortgage Marketing, Lines Of Credit, Mortgage Servicing, Refinance, Relationship Management, Residential Mortgages, Risk Management, Underwriting, Finance
Education
Durham College 1998 — 2000
Diploma, Office Administration Executive
Durham College 1998 — 2000
GE Capital Canada 2010 - Present
First National Financial LP 2005 - 2010
McCarthy Tetrault LLP January 1998 - June 2005
Smith Lyons 1996 - 1997
Skills
Corporate Law, Corporate Governance, Securities Regulation, Legal Advice, Mergers & Acquisitions
Education
University of Windsor 2003 — 2006
LLb
McGill University 1989 — 2003
BA, Canadian Studies, Environmental Studies
First National Financial LP June 2014 - Present
Nygard International March 2013 - May 2014
MERCER May 2005 - October 2012
Skills
.NET, ASP.NET, Microsoft SQL Server, C++, Oracle, WCF / Web Services, C#, T-SQL, PL/SQL, WCF, Software Development, ASP.NET MVC, Web Services, TFS, Agile Methodologies
Education
Fudan University
Bachelor of Computer Science, Computer Software
First National Financial LP May 2013 - Present
paradigm quest January 2013 - May 2013
BNC National Bank of Canada January 2011 - January 2013
Asphalte & Pavage Tony Inc January 2009 - January 2011
Genworth Financial Canada January 2006 - January 2009
RBC Financial Group January 2003 - January 2006
RBC Financial Group January 2001 - January 2003
RBC Financial Group January 1999 - January 2001
Skills
Sense Of Responsibility, Highly motivated..., Dynamic, Social Skills, Adaptable to Changes, Written & Oral..., Communication Skills, Credit, Business Development, Account Management, Negotiation
Education
Concordia University 2012 — 2014
Business Certificate, School of Extended Learning
Institute of Canadian Bankers (Now known as CSI) 2000 — 2001
Business Program for Bankers
Champlain Regional College 1992 — 1994
DEC, Social Sciences
First National Financial LP July 2007 - Present
iFire Technology 1999 - 2007
Lifestyles Inc 1996 - 2004
Skills
Customer Service, Customer Relations, Problem Solving, Banking, Defautl Management, Creative, Research & Development, Shift coordinating, Leadership, Teamwork, Time Management
Education
Humber College 2006 — 2007
Digital Audio and Video Production Certificate, Computers
First National Financial LP December 2008 - Present
Xceed Mortgage Corporation February 2006 - November 2008
All Points Relocation Service Inc. April 1992 - January 2006
Skills
Residential Mortgages, Real Estate, Real Estate Transactions, Leadership, Leadership Development, Finance, Financial Analysis, Mortgage Banking, Time Management, Loans, Banking, Risk Management, Investment Properties, Portfolio Management
Education
Ryerson University
BAA
First National Financial LP May 2010 - Present
Education
Ryerson University 2010 — 2012
CA, Candidate
Cornell University 2002 — 2006
B.Sc, Applied Economics and Management
First National Financial LP July 2014 - Present
CMLS Financial October 2012 - July 2014
First National Financial LP March 2005 - October 2012
Xceed Mortgage Corporation November 2004 - March 2005
Skills
Insurance, Investments, Funding, Loan Origination, Consumer Lending, Investment Properties, Financial Risk, Strategic Financial..., Real Estate, Financial Analysis, Finance, Customer Service, Retail Banking, Mortgage Marketing, Negotiation, Leadership, Second Mortgages
Education
Memorial University of Newfoundland 2006 — 2008
Certificate, Business Administration
Memorial University of Newfoundland 1994 — 1999
Bachelor of Arts (B.A.), Sociology
Epicure Selections/Victorian Epicure January 2013 - Present
Nearly Home Inc. May 2012 - Present
Advanced Alarm Services August 2011 - Present
Carleton Veterinary Services July 2010 - September 2011
Lanark Animal Welfare Society (L.A.W.S.) January 2010 - August 2010
First National Financial LP January 2008 - October 2009
HOUSEHOLD FINANCIAL CORPORATION LIMITED May 1987 - November 2007
Economical Mutual Insurance Company February 1987 - May 1987
Skills
Mortgage Lending, Mortgage Underwriting, Certified Payroll..., Bookkeeping, Credit, Customer Service, Internet, Loans, Microsoft Office, Social Networking, Organization, Problem Solving, QuickBooks, Underwriting, Microsoft Excel, Real Estate Financing, Leadership, Management, Customer Satisfaction, Finance, Teamwork, Residential Mortgages, Time Management, Outlook, Financial Analysis, Insurance, Training, Team Building, Banking
Education
The Canadian Payroll Association 2011 — 2012
Payroll Compliance Practitioner, Payroll
French - Concordia University
Cosmetology, Versailles Academy of Make 1984 — 1984
Cosmetician Certificate, up Arts and Sciences
Confederation High School 1979 — 1983
Algonquin College of Applied Arts and Technology
Accounting
ZoomerMedia Limited June 2014 - Present
ZoomerMedia Limited April 2011 - June 2014
First National Financial LP September 2010 - April 2011
Harnn & Thann August 2009 - March 2010
LookNow Ltd. March 2008 - March 2010
Skills
Marketing Strategy, Social Media Marketing, Partnerships, Public Relations, Marketing, Advertising, Copywriting, Social Media, Event Management, Research, Email Marketing, Media Relations, Brand Awareness, Strategic Planning, Copy Editing, Media Planning, Press Releases, Event Planning, Circulation, Blogging, Consumer Marketing, B2B Marketing, Direct Mail, Project Management
Education
Carleton University 2006 — 2010
Bachelor of Arts (Honours), Communication Studies
First National Financial LP February 2013 - Present
First National Financial LP 2010 - February 2013
Education
Bishop's University 2003 — 2007
B.B.A, Business and Economics
First National Financial LP March 2015 - Present
Cj's Cafe in Bronte September 2012 - June 2015
First National Financial LP 2015 - 2015
Edward Jones November 2013 - April 2014
BMO Nesbitt Burns September 2010 - September 2011
Wallmart-3064 December 2006 - February 2011
Mayhew Wealth Management January 2010 - May 2010
Skills
Wealth Management, Investments, Administrative..., Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Financial Planners, Microsoft Office, GIMP, Financial Analysis, Direct Sales, Customer Service, Customer Acquisition, Compliance, Drawing, Equities, Economics, Financial Risk, Bonds, h, Microsoft Excel, Microsoft Word, Mac, Social Networking, Strategic Planning, Risk Assessment, Qualitative Research, Quantitative Research, Trading, Windows, Financial Advisory
Education
Nipissing University 2012 — 2013
Bachelor of Commerce (BCom), Finance and Wealth Management, 3.3
Sheridan College 2008 — 2012
Advanced Diploma, Banking and Wealth Management, 3.6
Sheridan College 2007 — 2008
Certificate, Art Fundamentals
Mortgage Architects March 2015 - Present
Combined Mortgage Limited January 2012 - March 2015
Street Capital Financial Corporation November 2010 - January 2012
AMBA 2008 - 2012
First National Financial LP June 2002 - November 2010
Servus Credit Union January 2000 - June 2003
Assiniboine Credit Union May 1992 - December 1999
McRoberts Law Offices January 1991 - January 1992
Skills
Residential Mortgages, Mortgage Lending, Loans, Credit, Refinance, Mortgage Underwriting, Account Management, Territory Development, Sales Presentations, Presentation Development, Consumer Lending, Legal Assistants, Second Mortgages, Relationship Management, Debt Consolidation, Financial Services, Portfolio Management, First Time Home Buyers, Mortgage Banking, Real Estate, Business Development, Sales Management, Real Estate Financing, Finance, Commercial Mortgages, Banking, Sales, Funding, Credit Analysis, Rates, Investments, Loan Origination, Mortgage Marketing, Lines Of Credit, Market Analysis
Education
MacEwan University 2001 — 2002
CPSA, Sales & Marketing certification
Herzing Career College 1989 — 1991
Business Administration, Legal Assistant
First National Financial LP July 2011 - January 2014
First National Financial LP March 2010 - July 2011
Bell February 2008 - July 2009
Robespierre School and Roger Semat School November 2004 - July 2007
Skills
Customer Service, Residential Mortgages, Mortgage Lending, Banking, Time Management, Personal Financial..., Microsoft Office, Strategic Financial..., Call Centers, Mortgage Servicing, Team-oriented, Negotiation, Microsoft Excel, Teamwork
Education
Seneca College of Applied Arts and Technology 2011 — 2011
Certificate, Mortgage Agent Program
HEC Montréal 2009 — 2009
Certificate, Financial Planning and Services
Université Vincennes-Saint-Denis (Paris VIII) 2001 — 2007
Bachelor's degree, Business Law and Taxation
HSBC 2015 - Present
Laurentian Bank 2012 - 2014
First National Financial LP 2007 - 2012
Home Trust Company 2006 - 2007
Skills
Goal Oriented, Funding, Underwriting, Financial Modeling, Risk Assesment, Compliance, Commerial Mortgages, Credit, Banking, Finance, Problem Solving, Highly Reliable, Organized self-starter, Loan operations, Residential mortgages, Decision maker, Loan Review, Highly detail oriented, Analytical, AML expertise, Credit Analysis, Customer Service, Mircrosoft Excel, Credit Risk, Syndication Loans, Loans Administration, Credit Agreements, CMBS Loans, Transaction Management
Education
Association of Certified Ant-Money Laundering Specialist (ACAMS) 2015 — 2015
AML Specialist
University of Toronto 2009 — 2010
Certificate, Project Management
George Brown College 2005 — 2005
IMBA Mortgage Agent Course
York University
BA, Political Science
First National Financial LP March 2006 - Present
Eagle Global Logistics October 2002 - February 2006
Education
Humber College
Law Clerk
University of Toronto at Mississauga - Erindale College
First National Financial LP May 2014 - Present
Embanet September 2009 - April 2014
Skills
Educational Technology, E-Learning, Distance Learning, Learning Management..., Moodle, Blackboard, Desire2Learn, Sakai, Instructional Technology, Training, Technical Support, Microsoft Office, Team Leadership, Reporting & Analysis, Online Technology, PeopleSoft, Troubleshooting
Education
Ryerson University
Bachelor of Science (BSc), Computer Science
First National Financial LP July 2007 - Present
HSBC April 2001 - June 2007
Education
Bishop's University 1997 — 1999
BBA
First National Financial LP February 2000 - Present
Skills
Residential Mortgages, Mortgage Lending, Credit, Home Equity Lines of..., Debt Consolidation, Refinance, Credit Risk, Leadership, Management, Mortgage Underwriting, Underwriting, Loans, Mortgage Marketing, Construction Loans, Second Mortgages, Real Estate, Commercial Mortgages, Certified Mortgage..., Rates, Real Estate Financing, Mortgage Servicing, Investment Properties, Home Equity, Lines Of Credit, Consumer Lending, Investments, Home Equity Loans, Banking, Commercial Lending, First Time Home Buyers, Mortgage Banking, Funding, Loan Origination, Strategic Financial..., Referrals, Financial Services
Education
Queen's University 2003 — 2005
EMBA, Executive MBA
Thompson Rivers University 1977 — 1979
Franklin Templeton Investments March 2015 - Present
Invesco Ltd. 2014 - February 2015
First National Financial LP July 2013 - April 2014
Koda Media Group February 2013 - June 2013
Aviva Canada May 2011 - August 2011
Aviva Canada May 2010 - August 2010
Malachi, Gordon & Associates Accounting and Law Firm January 2009 - August 2009
Aviva Canada January 2008 - August 2008
Skills
Financial Analysis, Insurance, Budgets, Accounting, Leadership, Risk Management, Underwriting, Property & Casualty..., Finance, Teamwork, Financial Risk
Education
Ryerson University 2008 — 2012
BComm, Accounting Major, Finance Minor
eCustoms November 2010 - Present
Honda Canada Finance Inc. April 2008 - November 2008
First National Financial LP August 2007 - February 2008
Skills
Customer Relations, Problem Solving, Teamwork, Writing, Accounts Receivable, Product Support, Microsoft Excel, Customer Service, Account Management, Team Leadership, Software Documentation, Team Building, Negotiation, Management, Contract Negotiation, Training
Education
Acadia University 2003 — 2007
BA, English, Editing
IMAX June 2011 - Present
First Canadian Title September 2008 - May 2010
First National Financial LP June 2008 - December 2008
Skills
Nonprofits, Corporate Finance, Variance Analysis, Financial Statements, Management, Account Reconciliation, Financial Modeling, Project Planning, Leadership
Education
McMaster University
Accounting and Finance
University of Waterloo
Bachelors, Economics with a Management Studies Minor
MCAP December 2012 - Present
First National Financial LP January 2012 - December 2012
Laurentian Bank March 2010 - February 2011
Canada Mortgage and Housing Corporation July 2009 - March 2010
HSBC August 1991 - June 2009
Skills
Credit Risk, Mortgage, Real Estate, Loans, Residential, Underwriting, Mortgage Lending, Investments, Negotiation, Customer Relations, Customer Service, Risk Management, Insurance, Compliance, Banking, Strategic Planning, Change Management, Credit, Coaching, Refinance, Credit Analysis, Administration, Commercial Mortgages, Problem Solving, Operations Management, Real Estate Investment, Portfolio Management, Investment Properties, Debt, Funding, Residential Mortgages, Financial Analysis, Budgeting, Risk, Financial Risk, Consumer Lending, Debt Consolidation, Mortgage Banking, Residential Homes
Education
McGill University 2011 — 2014
Certificate, Management
College D'Immobilier du Quebec
AEC, Real Estate/Mortgage Program
Concordia University
B.A., Economics & Political Science
BNOTIONS February 2014 - March 2015
Space3D April 2013 - December 2013
Verold September 2012 - December 2012
University of Ottawa September 2009 - May 2012
Aga Khan Foundation Canada February 2010 - February 2010
First National Financial LP May 2008 - August 2008
Skills
Business Strategy, Public Speaking, High Achiever, Photoshop, Interpersonal Leadership, Interpersonal Skill, Extrovert, Influential Communicator, New Business Development, Leadership, Strategy, Business Development, Market Research, Customer Service
Education
University of Ottawa / Université d'Ottawa 2007 — 2012
Honours Bachelor of Commerce
City University of Hong Kong 2011 — 2011
Bachelor of Commerce
The York School 2002 — 2007
International Baccalaureate
Pet Valu, Pickering July 2011 - Present
Phoenix AMD April 2011 - July 2011
First National Financial LP July 2008 - March 2011
First National Financial July 2008 - March 2011
A.W.N Pickering June 2007 - July 2008
Education
Carleton University 2003 — 2007
B.A. Honours, Anthropologu, Minor History
Beaconsfield, High School 1997 — 2001
Carleton University
Bachelor of Arts Honours degree, Anthropology
First National Financial LP January 2015 - Present
First National Financial LP February 2014 - December 2014
Smart & Biggar/Fetherstonhaugh October 2011 - March 2013
Education
University of Toronto - University of St. Michael's College 2006 — 2011
Honours Bachelor of Arts (with Distinction), Philosophy, Book and Media Studies
Centennial College 2001 — 2003
Journalism
OMAC Mortgages August 2008 - Present
RBC 2005 - July 2009
First National Financial LP April 2002 - December 2004
Skills
Debt Consolidation, Residential Mortgages, Home Equity Lines of..., Refinance, Construction Loans, Mortgage Underwriting, Mortgage Lending, Credit, First Time Home Buyers, Underwriting, Investment Properties
Education
Fanshawe College 1991 — 1993
Marketing, Business
First National Financial LP February 2014 - Present
First National Financial LP September 2012 - February 2014
Bell Canada's Professional Management Program July 2012 - September 2012
Citizenship and Immigration Canada June 2009 - April 2012
BBM Battery January 2000 - August 2011
Education
Ryerson University 2008 — 2012
Bachelor of Commerce, Entrepreneurship and Global Management
First National Financial LP June 2014 - Present
First National Financial LP April 2013 - June 2014
Skills
Teamwork, Customer Service, Time Management, Microsoft Excel, Microsoft Office, Sales, PowerPoint, Team Leadership, Financial Analysis, Microsoft Word, Leadership, Retail, Budgets, Social Media, Marketing, Inventory Management, Event Management
Education
Ryerson University 2007 — 2012
Bachelor of Commerce (BCom), Finance
York Memorial C.I. 2004 — 2007
First National Financial LP April 2014 - Present
Equitable Bank December 2012 - April 2014
Paradigm Quest February 2011 - June 2012
Xceed Mortgage Corporation March 2004 - January 2011
Skills
Mortgage Lending, Credit, Loans, Mortgage Underwriting, Residential Mortgages, Internal Audit, Training, Management, Credit Risk, Team Building, Coaching, Banking, Refinance, Risk Management, Credit Analysis, Consumer Lending, Mortgage Banking, Debt Consolidation, Underwriting, Mortgage Servicing
Education
Durham College 2012 — 2014
Certificate in Teaching and Training Adults, Adult and Continuing Education
Centennial College
Accounting and Finance