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
BDC July 2015 - September 2015
First National Financial LP April 2015 - July 2015
Knitting for Change May 2013 - July 2015
Private Tutoring Services 2009 - June 2015
Bench Accounting May 2014 - August 2014
Tutors for Change 2011 - 2012
PriceSmart Foods May 2011 - August 2011
Elections Canada May 2011 - May 2011
Skills
Teamwork, Communication Skills, Time Management, Leadership, Interpersonal Skills, Public Speaking, Analysis and Critical..., English, Team Leadership, Customer Service, Entrepreneurship, Business Writing, Communication, Project Planning, Presentations, Case Analysis, Business Strategy, Financial Accounting, Bookkeeping, Critical Thinking, Organizational Skills, Tutoring
Education
The University of British Columbia 2011 — 2016
Bachelor of Commerce, Option: Accounting Concentration: Entrepreneurship
University of Toronto 2010 — 2011
Bachlor of Commerce
First National Financial LP May 2015 - Present
First National Financial LP September 2013 - Present
First National Financial LP November 2011 - September 2013
University of Toronto Scarborough Badminton Club June 2009 - April 2011
Quiznos November 2007 - July 2008
Skills
Time Management, Customer Service, Teamwork, Financial Analysis, Account Management, Microsoft Office, Finance, Management, Accounting, Team Leadership, Problem Solving, PowerPoint
Education
University of Toronto at Scarborough 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management - Accounting Stream Specialist
The University of Hong Kong 2008 — 2008
Corporate e-business Strategies: China-America Trade Opportunities
York Mills Collegiate
High School
First National Financial LP March 2012 - Present
Avanade February 2010 - February 2012
Bell June 2008 - May 2009
Skills
SQL, C#, JavaScript, Java, Microsoft SQL Server, XML, HTML, ASP.NET, .NET, C++, CSS, Enterprise Library, Entity Framework
Education
University of Ottawa / Université d'Ottawa 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Computer Software Engineering
First National Financial LP May 2010 - Present
Skills
Accounting, Project Management..., Bilingual English-French, Mortgage Servicing, Portfolio Management, Insurance Background, GAAP Standards, IFRS, Customer-focused, Financial Analysis, Financial Reporting, Account Reconciliation, Asset-backed...
Education
Current - Certified General Accountants of Ontario (CGA)
Advanced Level (Level 4)
Sheridan College
Mortgage Agent Program
Université Sainte-Anne
Bachelor of Business Administration (BBA)
Investors Group Financial Services Inc. June 2009 - Present
HLC February 2008 - June 2009
First National Financial LP May 2006 - February 2008
Home Trust Company May 2004 - May 2006
Skills
Debt Consolidation, Residential Mortgages, Mortgage Lending, Refinance, Certified Mortgage..., Construction Loans, Commercial Mortgages, Home Equity Lines of..., Investments, Banking, Credit Analysis, Mortgage Underwriting, Finance, Mortgage Marketing, Reverse Mortgages
Education
Sheridan College
Business, Sales and Marketing
First National Financial LP September 2014 - Present
First National Financial LP February 2013 - September 2014
Mortgages for Less August 2010 - February 2013
Foresight Financial Services October 2008 - August 2010
Skills
Mortgage Lending, Credit, Training, Finance, Real Estate, Underwriting, Budgets, Customer Service, Financial Services, Financial Advisory, Mortgage Underwriting
Education
The University of Calgary 2006 — 2012
Bachelor of Arts, Communications & Psychology
RMG June 2015 - Present
First National Financial LP February 2015 - June 2015
First National Financial LP June 2014 - January 2015
First National Financial LP April 2013 - June 2014
Dominion Lending Centres - Mortgage Evolution October 2009 - April 2013
The Mortgage Center-Mortgage Evolution Yaletown October 2008 - October 2009
Skills
Mortgage Underwriting, Mortgage Lending, Debt Consolidation, Real Estate Financing, Refinance, Residential Mortgages
Education
The University of British Columbia 2009 — 2009
Mortgage Brokerage in B.C.
First National Financial LP May 2010 - Present
Education
Seneca College of Applied Arts and Technology 2011 — 2011
Mortgage Agent Liscense, Mortgages
York University 2003 — 2008
Graduate, Honours Bachelor of Arts, Humanities/Humanistic Studies
RBC Capital Markets May 2015 - Present
TD 2014 - 2015
TTC 2012 - 2013
Celestica 2011 - 2012
Celestica 2011 - 2012
First National Financial LP 2011 - 2011
Celestica July 2008 - August 2009
Ontario Ministry of Finance 2006 - 2006
Skills
Project Management, Access Control, Operating Systems, System Administration, Public Speaking, Data Analysis, Team Leadership, Teamwork, Public Relations, Team Building, Microsoft Office, Project Planning, Coaching, PowerPoint, Social Networking, Business Analysis, Team Management, Research, Customer Service, Outlook, Strategic Planning, Business Strategy, Employee Relations, Business Intelligence, Event Planning, Visio, Project Coordination, Social Media, Event Management, MS Project, Databases, Qualitative Research, Teaching, Project Delivery, Mentoring, HR Strategy, Business Analytics, Database Administration, Organizing, Planning, Customer Relations, Retail, Problem Solving, Writing, Youth Mentoring, Project Implementation, Project Execution, Social Media..., Identity Access..., Access Control...
Education
York University - Schulich School of Business 2005 — 2010
Bachelor of Business Administration with Honours
University of Bath 2008 — 2008
Foreign Exchange
Satec @ W.A. Porter C.I. 2002 — 2005
OSSD
Income Mortgage Services Inc. December 2013 - Present
Firm Capital October 1999 - November 2013
First National Financial LP 1998 - 1999
ING DIRECT Canada 1998 - 1998
Laurentian Bank 1992 - 1998
Income Trust Company 1984 - 1992
TD 1982 - 1984
Skills
Credit, Refinance, Residential Mortgages, Loans, Debt Consolidation, Real Estate, Banking, Real Estate Financing, Mortgage Underwriting, Investor Relations, Mortgage Lending, Portfolio Management, Investments, Investment Properties, Home Equity Lines of..., Commercial Mortgages, Real Estate Economics, Real Estate Development, Finance, Mortgage Marketing, Underwriting
Education
Seneca College of Applied Arts and Technology
First National Financial LP June 2015 - Present
First National Financial LP March 2014 - Present
Experience Renewal Solutions Inc. July 2013 - November 2013
University of Guelph September 2011 - April 2012
Experience Renewal Solutions Inc. May 2011 - August 2011
Education
University of Guelph 2009 — 2013
Bachelor of Arts (Honours), Criminal Justice and Public Policy
University of Guelph 2009 — 2013
Bachelor of Arts (Honours), Political Science
First National Financial LP December 2011 - Present
Verico Premiere Mortgage Centre March 2011 - November 2011
CIBC November 2004 - September 2010
Independant Mortgage Brokers September 2003 - September 2004
Ministry of Labour - Bahrain Training Institute, State of Bahrain December 1994 - June 2000
Skills
Mortgage Lending, Loans, Credit, Banking, Refinance, Real Estate, Finance, Underwriting, Debt Consolidation, Analysis, Sales
Education
Seneca College of Applied Arts and Technology 2004 — 2004
Mortgage Underwriting, Mortgage Brokering and Underwriting
University of Mumbai 1987 — 1989
M. Comm, Advanced Business Accounting, Economics and Management
St. Xaviers Technical Institute 1985 — 1987
Dip. Computer Programming and Applications, Computer Applications
Raheja School of Architecture, Mumbai 1984 — 1986
Dip. Interior Design and Decoration, Residential & Commercial Design and Decoration
University of Mumbai 1981 — 1986
B.Com, Economics & Finance
Loreto Convent 1969 — 1981
High School, n/a
Equity Financial Trust Company October 2014 - Present
Fanshawe College June 2008 - Present
First National Financial LP June 2007 - September 2014
MCAP 2002 - 2006
Skills
Mortgage Lending, Residential Mortgages, Refinance, Debt Consolidation, Credit, Loans, Investments, Banking, Investment Properties, Rates, Underwriting, Negotiation, First Time Home Buyers, Strategic Financial..., New Business Development, Business Development, Funding, Sales Management, Mortgage Banking, Business Planning, Business Strategy, Marketing Strategy
Education
Southern Alberta Institute of Technology
Business and Marketing
First National Financial LP November 2013 - Present
First National Financial LP June 2010 - October 2013
First National Financial LP April 2008 - June 2010
Quantum Technology Recruiting 2007 - 2008
Education
University of Guelph, Guelph, ON 2003 — 2007
Bachelor's Degree
Sheridan College
Certificate, Human Resources Management
First National Financial LP January 2015 - Present
First National Financial LP April 2014 - Present
First National Financial LP November 2012 - Present
First National Financial LP April 2011 - November 2012
City of Toronto June 2008 - April 2011
City of Toronto June 2004 - September 2007
Skills
Higher Education, Communication, Problem Solving, Mortgage Banking, Residential Mortgages, Microsoft Office, Visual C#, C++, Process Optimization, Customer Service, Troubleshooting, Event Planning, Logistics, Teamwork
Education
University of Guelph 2006 — 2010
Science, Mathematics
Manulife Financial June 2013 - Present
First National Financial LP November 2012 - May 2013
Skills
Financial Analysis, Investments, Financial Modeling, Economics, Valuation, Finance, Data Analysis, Credit Analysis, Microsoft Excel, Commercial Real Estate, Credit, Quantitative Analytics, Real Estate, Risk Management, PowerPoint, Leadership, Analysis, Corporate Finance, Microsoft Word, Mortgage Lending, Loans, Banking, Portfolio Management, Due Diligence, Outlook, Asset Management, Capital Markets, Commercial Mortgages, Real Estate Financing
Education
York University 2011 — 2012
Masters of Arts, Economics, 3.8/4
York University 2007 — 2011
Bachelor of Arts with Honours, Economics
The University of British Columbia
Certificate Program in Real Property Assessment
Chartered Financial Analyst Institute (CFA Institute)
• 2016 Level 2 CFA candidate
First National Financial LP August 2015 - Present
First National Financial LP August 2014 - August 2015
First National Financial LP April 2014 - August 2014
First National Financial LP November 2012 - April 2014
Michael Kors October 2011 - November 2012
ING DIRECT Canada May 2010 - September 2010
ING DIRECT Canada May 2008 - September 2008
Skills
Banking, Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, Consumer Lending, Financial Services, Mortgage Servicing, Funding, Payments, Loan Origination, Refinance, Sales, Building Relationships, Visual Merchandising, Time Management, Commercial Mortgages
Education
York University 2007 — 2010
Italian Studies and Literature
Seneca College of Applied Arts and Technology 2005 — 2007
General Arts and Science
Jenn Di Spirito Photography July 2007 - Present
First National Financial LP September 2003 - February 2011
Skills
Portrait Photography, Family Photography, newborn photography, maternity photography, Executive Headshots, pregnancy and baby..., child photography, Photography, Event Photography, Digital Photography, Camera, Headshots, Commercial Photography, Image Editing, Photos, Travel Photography, Portraits, Entrepreneurship, Customer Service, Advertising, Social Media, Marketing Strategy
Education
The University of British Columbia 1996 — 2000
Bachelor of Science (BS), Agriculture
University of Saskatchewan 1994 — 1996
Bachelor of Science (BS), Agriclture
CIBC Mortgages July 2009 - Present
CIBC June 2008 - July 2009
Firstline mortgages CIBC 2006 - 2008
MCAP August 2005 - November 2006
First National Financial LP August 2004 - August 2005
Skills
Loans, Credit Analysis, Banking, Mortgage Lending, Credit Risk, Financial Analysis, Retail Banking, Strategic Financial..., Credit, Mortgage Underwriting, Business Analysis, Financial Services, Investments, Refinance, Risk Management, Underwriting
Education
University of Guelph 2003 — 2004
Human Resources Diploma
University of Guelph 2000 — 2004
Bachelor of Commerce degree
First National Financial LP July 2015 - Present
GE Capital January 2014 - July 2015
Cameron Stephens Mortgage Capital Ltd. July 2013 - January 2014
ScotiaMcLeod June 2012 - June 2013
2298053 Ontario, Inc. August 2008 - August 2012
ADESA May 2011 - November 2011
Office of Tim Uppal, M.P. November 2008 - July 2010
Skills
Real Estate Financing, Real Estate Valuations, Financial Modeling, Strategy, Financial Analysis, Market Research, Corporate Finance, Forecasting, Portfolio Management, Valuation, Due diligence, Mortgage Underwriting
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Business Administration, Finance
ARGUS Valuation - DCF 2011 — 2011
CFA Institute 2011 — 2011
The Marquee Group 2011 — 2011
Financial Modeling
The University of Calgary 2002 — 2009
Bachelor of Arts, History
Canadian Securities Institute
Investment Representative
First National Financial LP 2009 - Present
Torode Realty Advisors 2005 - 2008
Keller William Realty South 2004 - 2005
Skills
Investment Properties, Mortgage Lending, Real Estate Financing, Commercial Mortgages, Real Estate
Education
University of Alberta 1998 — 2003
Bachelor of Arts
First National Financial LP May 2012 - Present
Keane Canada, Inc / NTT Data Canada September 2006 - March 2012
Primadata Kreatindo February 2005 - May 2006
Singapore Telecommunication Pte. Ltd. July 1998 - January 2005
Skills
SQL, Microsoft SQL Server, Active Directory, System Administration, MySQL, JavaScript, Linux, VMware, Windows, PHP, DNS, Software Development, Virtualization, Unix, Servers, Linux System..., Firewalls, Perl, Solaris, Oracle, Shell Scripting, Unix Shell Scripting, Databases, Red Hat Linux, Apache, Disaster Recovery, TCP/IP, Operating Systems, High Availability, RedHat, Network Security, SAN
Education
1987 — 1992
First National Financial LP February 2015 - Present
Toronto Hydro September 2014 - January 2015
MoneyKey July 2013 - January 2015
YBM-ELS Youngdeungpo January 2011 - May 2012
Walnut Jr. School August 2010 - December 2010
Tuteurs of Toronto February 2009 - April 2010
VHA Home HealthCare May 2009 - August 2009
Skills
Social Media, Microsoft Excel, Public Speaking, Teaching, English, French, Data Entry, Teamwork, Event Planning, Research, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Team Leadership, Time Management, Leadership, Analysis, Fundraising, Strategic Planning, Social Media Marketing
Education
Seneca College of Applied Arts and Technology 2014 — 2014
Corporate Communications and Public Relations Graduate Certificate
University of Toronto 2006 — 2010
BComm, Commerce & Finance, Economics, French
Richview Collegiate Institute 2002 — 2006
First National Financial LP January 2015 - Present
Phillips, Hager & North December 2008 - December 2014
Vancity June 2005 - December 2008
Skills
Mutual Funds, Investments
Education
Simon Fraser University 2003 — 2008
Bachelor of Arts (B.A.), Economics
Vancouver College 1998 — 2003
High School Diploma
Morgan International
Charter Financial Analyst
MortgagesLab Financial Inc. April 2013 - Present
Verico JP Elite Mortgage Inc. October 2010 - July 2012
The Mortgage Centre October 2008 - October 2010
Tap Solutions Inc. January 2000 - September 2005
TD January 2002 - October 2002
First National Financial LP November 1997 - March 1999
TD September 1990 - November 1997
Skills
Banking, Residential Mortgages, Mortgage Lending, Loans, Refinance, Mortgage Underwriting, Credit, Credit Risk, Loan Origination, Credit Analysis, Mortgage Banking, Rates, Consumer Lending, Underwriting, Financial Services
Education
The University of British Columbia
First National Financial LP May 2009 - Present
Citizens Bank of Canada July 2005 - January 2009
Skills
Residential Mortgages, Mortgage Lending, Debt Consolidation, Refinance, Mortgage Underwriting, Loans, Credit, Banking, Real Estate Financing
Education
The University of British Columbia 1998 — 2002
Bachelor of Arts, Double Major - English Literature & Fine Arts
Université Laval 2000 — 2000
Emploi-Québec October 2012 - Present
First National Financial LP August 2009 - October 2012
First National Financial LP August 2009 - October 2012
Skills
Credit Risk, Residential Mortgages
Education
Université de Montréal 1986 — 1992
MSc., Chimie
First National Financial LP June 2009 - Present
Canada ICI Capital Corporation May 2006 - October 2008
TD Bank June 2005 - May 2006
TD Bank March 1998 - June 2005
Skills
Commercial Mortgages, Construction Loans, Commercial Banking, Sales Management, Strategic Planning, Risk, Apartments, Land, Real Estate Development, Real Estate, Commercial Real Estate, Disposition, Mortgage Lending, Finance
Education
The University of Lethbridge 1983 — 1987
Bachelor of Management, Finance
Arcadian Aluminum / Sky Window Tech February 2012 - Present
First National Financial LP May 2009 - February 2012
Deutsche Bank Securities May 2007 - December 2008
DBRS January 2003 - May 2007
Monitor Group September 2000 - December 2002
Skills
Structured Finance, Fixed Income, Securitization, Credit, Credit Derivatives, Risk Management, Quantitative Analytics, Capital Markets, Structured Products, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Bloomberg, Financial Analysis, Hedge Funds
Education
London School of Economics and Political Science 1999 — 2000
Master of Science, Accounting & Finance
University of Toronto 1998 — 1999
Master of Arts, Economics
University of Toronto 1994 — 1998
Bachelor of Arts, Economics
First National Financial LP June 2007 - Present
First National Financial LP June 2007 - January 2011
Embanet November 2004 - June 2007
Skills
VMware, Active Directory, Team Leadership
Education
Seneca College of Applied Arts and Technology 2001 — 2004
IT Networking Systems
TD Mortgage Solutions September 2014 - Present
First National Financial LP November 2006 - September 2014
Jordans Publishing Limited October 2005 - October 2006
Skills
Residential Mortgages, Loans, Customer Service, Mortgage Lending, Credit, Mortgage Banking, Refinance, Mortgage Underwriting, Debt Consolidation, Commercial Mortgages, Mortgage Servicing, Mortgage Brokers, Sailing
Education
University of Guelph 1998 — 2001
Bachelor of Arts (BA)
First National Financial LP May 2011 - Present
Marketlink Solutions September 2007 - May 2011
eDev Technology January 2005 - September 2007
Ajilon Consulting April 2004 - July 2004
Skills
ASP.NET, Agile Methodologies, Entity Framework, LINQ, SDLC, SQL, Software Development, Team Leadership, Enterprise Software, Web Services
Education
University of Electronic Science and Technology 1988 — 1992
Bachelor, Software
U.S. Bank May 2015 - Present
First National Financial LP September 2010 - February 2015
Scotiabank September 2009 - March 2010
Skills
Commercial Real Estate, Financial Analysis, Credit Analysis, Real Estate Financing, Asset-backed..., Securities, Mortgage Underwriting, Credit, Investment Properties
Education
CFA Institute
Analyse Financière, Niveau 3
Université de Montréal 2000 — 2004
Baccalauréat en sciences, Économie
First National Financial LP April 2014 - Present
Loblaw Companies Limited April 2011 - Present
triOS Support Services September 2009 - April 2011
triOS College 2009 - April 2011
Skills
Operating Systems, DHCP, Windows, Linux, Computer Hardware, Active Directory, Hardware, Windows XP, DNS, Firewalls, Group Policy, Microsoft Exchange, Network Administration
Education
Trios college 2009 — 2009
Diploma, Network Specialist
Universitas Bina Nusantara (Binus) 1992 — 1996
Bachelor, Computer Engineering
First National Financial LP
Skills
Investments, Loans, Mortgage Lending, Mortgage Underwriting, Refinance, Credit, Commercial Mortgages, Residential Mortgages, Business Development
Education
University of Guelph 1976 — 1980
B.A., Economics
First National Financial LP
Skills
Residential Mortgages
Education
University of Michigan 1974 — 1978
City of Edmonton June 2009 - Present
First National Financial LP November 2008 - May 2009
AFI April 2006 - July 2007
Skills
Government, Public Administration, Community Development, Public Policy, Public Sector, Public Speaking, Local Government, Report Writing, Customer Service, Negotiation, Real Estate, Strategic Planning, Analysis
Education
Thompson Rivers University 2010 — 2015
Bachelor’s Degree, Bachelor of Business in Real Estate
The University of British Columbia / UBC 2009 — 2010
Diploma, Urban Land Economics
Seneca College of Applied Arts and Technology 2007 — 2009
Diploma, Real Property Administration (Assessment & Appraisal)
Scotia Capital July 2011 - Present
First National Financial LP January 2008 - July 2011
Education
Simon Fraser University
BBA, Finance (Coop)
Port Metro Vancouver October 2014 - Present
Genstar Development Company 2007 - 2014
SmartCentres 2004 - 2007
First National Financial LP 2003 - 2004
MCAP 1996 - 2002
Skills
Real Estate Economics, Investment Properties, Real Estate, Real Estate Development, Real Estate Financing, Land Acquisition, Leases, Appraisals, Real Estate Transactions, Brokerage, Commercial Real Estate, Disposition, Corporate Real Estate, Property Management, Location Intelligence, Shopping Centers, Negotiation
Education
The University of British Columbia 1992 — 1996
BComm, Urban Land Economics
TD Mortgage Solutions October 2014 - Present
First National Financial LP November 2013 - October 2014
First National Financial LP June 2009 - November 2013
First National Financial LP June 2008 - June 2009
First National Financial LP January 2006 - June 2008
Skills
Residential Mortgages, Mortgage Lending, Debt Consolidation, Refinance, Mortgage Underwriting, Mortgage Servicing, Rates, Funding
Education
Seneca College of Applied Arts and Technology
Mortgage Agent Certification
Bio-Rad Laboratories August 2015 - Present
First National Financial LP August 2010 - January 2015
Scotiabank January 2009 - July 2010
Skills
SAP Modules: MM, PP,..., Microsoft Office..., Fully bilingual French, Excellent bilingual..., Good Knowledge of...
Education
Seneca College of Applied Arts and Technology 2015 — 2015
Post-Graduate Degree in Global Logistics and Supply Chain Management, Inventory Management, Materials Management, Order Processing, SAP Materials Management
First National Financial LP February 2012 - Present
Macquarie Group February 2008 - September 2011
Accredited Home Lenders November 2006 - February 2008
Skills
Mortgage Lending
Education
University of Alberta 1998 — 2001
BCOMM., Finance
Community Trust Company July 2015 - Present
First National Financial LP June 2013 - Present
First National Financial LP June 2008 - June 2013
Skills
Financial Risk, Underwriting
Education
Seneca College of Applied Arts and Technology
First National Financial LP 2015 - 2015
Education
University of San Jose - Recoletos 1991 — 1995
Bachelor Degree of Science in Computer Science, Computer Science, Degree
First National Financial LP January 2015 - Present
RBC January 2014 - December 2014
RBC March 2012 - January 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Universitatea „Lucian Blaga” din Sibiu 2000 — 2004
Bachelor of Arts (B.A.), Language Interpretation and Translation