Global Maxfin Investments Inc.
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Global Maxfin Investments Inc. Employees
Employee
Years
Job
Industry
Andrea Cattoni BA, CFP Andrea Cattoni BA, CFP's Global Maxfin Investments Inc. Experience 2008 - Present
Job Certified Financial Planner at Global Maxfin Investments Inc & Insurance Specialist at Retirement Planning Inc.
Industry Financial Services
Experience
Retirement Planning Inc. September 2008 - Present
Global Maxfin Investments Inc. 2008 - Present
Andrea Cattoni Financial Consulting 2008 - 2014
Skills
Certified Financial..., Life Insurance, Banking, Investments, Investment Banking, Investment Properties, Disability Insurance, Critical Illness, Debt Consolidation, Retirement Planning, Retirement Income..., Money Management, Health Savings Accounts, Education Savings, Retirement Savings, Retirement Plan..., Credit Cards, Mutual Funds, Tax savings, Tax Free Savings..., Home Equity Lines of..., RRSP, Estate Planning, Retirement, Finance, Insurance
Education
Financial Planning Standards Council 2008 — 2012
CFP, Finance
Canadian Institute of Financial Planning
Diploma in Financial Planning
University of Calgary
Retirement Planning Inc. September 2008 - Present
Global Maxfin Investments Inc. 2008 - Present
Andrea Cattoni Financial Consulting 2008 - 2014
Skills
Certified Financial..., Life Insurance, Banking, Investments, Investment Banking, Investment Properties, Disability Insurance, Critical Illness, Debt Consolidation, Retirement Planning, Retirement Income..., Money Management, Health Savings Accounts, Education Savings, Retirement Savings, Retirement Plan..., Credit Cards, Mutual Funds, Tax savings, Tax Free Savings..., Home Equity Lines of..., RRSP, Estate Planning, Retirement, Finance, Insurance
Education
Financial Planning Standards Council 2008 — 2012
CFP, Finance
Canadian Institute of Financial Planning
Diploma in Financial Planning
University of Calgary
E.J. (Ted) Yule E.J. (Ted) Yule's Global Maxfin Investments Inc. Experience January 2013 - December 2013
Job Financial Advisor at CIBC Imperial Service
Industry Financial Services
Experience
CIBC Imperial Service December 2013 - Present
Global Maxfin Investments Inc. January 2013 - December 2013
Sun Life Financial November 2011 - December 2012
Professional Investment Services (Canada) Inc. April 2006 - September 2010
Generation Financial Corp. 2003 - April 2006
Skills
Mutual Funds, Retirement Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Estate Planning, Insurance, Variable Annuities, Investment Advisory, Financial Advisory, Investment Strategies, Financial Services, Fixed Annuities, Securities, Financial Planning
Education
The University of Western Ontario
B.Mus (Hon), Music Education
University of Regina
B.Ed., Secondary Education and Teaching
CIBC Imperial Service December 2013 - Present
Global Maxfin Investments Inc. January 2013 - December 2013
Sun Life Financial November 2011 - December 2012
Professional Investment Services (Canada) Inc. April 2006 - September 2010
Generation Financial Corp. 2003 - April 2006
Skills
Mutual Funds, Retirement Planning, Retirement, Investments, Wealth Management, Strategic Financial..., Estate Planning, Insurance, Variable Annuities, Investment Advisory, Financial Advisory, Investment Strategies, Financial Services, Fixed Annuities, Securities, Financial Planning
Education
The University of Western Ontario
B.Mus (Hon), Music Education
University of Regina
B.Ed., Secondary Education and Teaching
Robert Nosworthy, CFP Robert Nosworthy, CFP's Global Maxfin Investments Inc. Experience June 2002 - Present
Job Branch Manager / Financial Advisor at Global Maxfin Investments Inc.
Industry Financial Services
Experience
Vance Financial Group January 2003 - Present
Global Maxfin Investments Inc. June 2002 - Present
The Mutual Group July 1997 - February 1999
Canada Trust 1978 - 1995
Skills
Wealth Management, Financial Planning, Retirement Savings, Investments, Mutual Funds, Insurance, Risk Management, Finance, Employee Benefits
Education
McGill University 1974 — 1975
Computer Programming
Macdonald Cartier Memorial High School
Vance Financial Group January 2003 - Present
Global Maxfin Investments Inc. June 2002 - Present
The Mutual Group July 1997 - February 1999
Canada Trust 1978 - 1995
Skills
Wealth Management, Financial Planning, Retirement Savings, Investments, Mutual Funds, Insurance, Risk Management, Finance, Employee Benefits
Education
McGill University 1974 — 1975
Computer Programming
Macdonald Cartier Memorial High School
Inderjit Lail's Global Maxfin Investments Inc. Experience September 2004 - April 2006
Job Financial Consultant CFP, MBA at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. April 2006 - Present
Global Maxfin Investments Inc. September 2004 - April 2006
Skills
Financial Planning, Retirement & Estate..., Investment Planning &..., Strategic Financial..., Retirement Planning, Estate Planning, Retirement, Investments, Insurance, Finance, Mutual Funds, Financial Services, Financial Advisory, Wealth Management, Financial Planners, Investment Advisory
Education
Punjabi University 2000 — 2002
MBA, Marketing
Investors Group Financial Services Inc. April 2006 - Present
Global Maxfin Investments Inc. September 2004 - April 2006
Skills
Financial Planning, Retirement & Estate..., Investment Planning &..., Strategic Financial..., Retirement Planning, Estate Planning, Retirement, Investments, Insurance, Finance, Mutual Funds, Financial Services, Financial Advisory, Wealth Management, Financial Planners, Investment Advisory
Education
Punjabi University 2000 — 2002
MBA, Marketing
Chris Butler's Global Maxfin Investments Inc. Experience 1999 - 2001
Job Associate Portfolio Manager & Financial Planner at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2008 - Present
RBC Dominion Securities June 2008 - Present
rbc 2006 - 2008
RBC ROYAL BANK 2004 - 2006
RBC Royal Bank 2002 - 2004
RBC Royal Bank 2001 - 2002
Global Maxfin Investments Inc. 1999 - 2001
Assante Wealth Management 1998 - 1999
Clarica Financial Services 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Investment Management, Insurance, Charities, Portfolio Management
Education
Northern Alberta Institute of Technology 1981 — 1983
Cape Breton University 1978 — 1979
RBC Dominion Securities June 2008 - Present
RBC Dominion Securities June 2008 - Present
rbc 2006 - 2008
RBC ROYAL BANK 2004 - 2006
RBC Royal Bank 2002 - 2004
RBC Royal Bank 2001 - 2002
Global Maxfin Investments Inc. 1999 - 2001
Assante Wealth Management 1998 - 1999
Clarica Financial Services 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Investment Management, Insurance, Charities, Portfolio Management
Education
Northern Alberta Institute of Technology 1981 — 1983
Cape Breton University 1978 — 1979
philippe gargour philippe gargour's Global Maxfin Investments Inc. Experience December 2008 - April 2012
Job Business Development Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2013 - March 2015
ONE Financial April 2012 - May 2013
Global Maxfin Investments Inc December 2008 - April 2012
Sentry Investments 2005 - 2008
Dundee Securities 2001 - 2004
IPC Securities Corp 1999 - 2001
Education
HEC Montreal 1994 — 1997
BComm, Finance
College Jean-de-Brébeuf
College Notre-Dame
Notre-Dame de Sion
Franklin Templeton Investments July 2013 - March 2015
ONE Financial April 2012 - May 2013
Global Maxfin Investments Inc December 2008 - April 2012
Sentry Investments 2005 - 2008
Dundee Securities 2001 - 2004
IPC Securities Corp 1999 - 2001
Education
HEC Montreal 1994 — 1997
BComm, Finance
College Jean-de-Brébeuf
College Notre-Dame
Notre-Dame de Sion
Faye Liu, MBA, CPA( currently enrolled)'s Global Maxfin Investments Inc. Experience October 2009 - February 2015
Job Risk AnalystAML Transaction Mornitoring and Investigation at HSBC Canada
Industry Financial Services
Experience
HSBC Canada February 2015 - Present
Global Maxfin Investments Inc. October 2009 - February 2015
IPC Securities Corp ( IPC Group) May 2007 - May 2009
Investment Planning Counsel ( IPC Group) February 2006 - May 2007
Skills
Microsoft Excel, Customer Service, Financial Analysis, Investments, Microsoft Office, Wealth Management, Mutual Funds, Banking, Strategic Financial..., AML, Insurance, Investment Advisory, Risk Management, Financial Risk, Due Diligence, Anti Money Laundering, Financial Planning
Education
Seneca College of Applied Arts and Technology 2003 — 2004
Post diploma, Financial Compliance Adminstration, graduate in hounor
Maastricht School of Management 1997 — 1998
Master of Business Administration (MBA);Graduate in honour, Finance, General
HSBC Canada February 2015 - Present
Global Maxfin Investments Inc. October 2009 - February 2015
IPC Securities Corp ( IPC Group) May 2007 - May 2009
Investment Planning Counsel ( IPC Group) February 2006 - May 2007
Skills
Microsoft Excel, Customer Service, Financial Analysis, Investments, Microsoft Office, Wealth Management, Mutual Funds, Banking, Strategic Financial..., AML, Insurance, Investment Advisory, Risk Management, Financial Risk, Due Diligence, Anti Money Laundering, Financial Planning
Education
Seneca College of Applied Arts and Technology 2003 — 2004
Post diploma, Financial Compliance Adminstration, graduate in hounor
Maastricht School of Management 1997 — 1998
Master of Business Administration (MBA);Graduate in honour, Finance, General
Phillip Bhagoutie Phillip Bhagoutie's Global Maxfin Investments Inc. Experience May 2005 - 2007
Job Operations and Business Development Expert at Toronto, Ontario
Industry Financial Services
Experience
Worldsource Financial Management 2008 - 2011
Nunavut Business Credit Corporation(NBCC) 2007 - 2008
Global Maxfin Investments Inc. May 2005 - 2007
Assante Wealth Management 1999 - 2005
Fortune Financial Corporation 1995 - 1999
Skills
Mutual Funds, Wealth Management, Management, Securities, Retirement Planning, Business Development, Strategy, Insurance, Risk Management, Asset Managment, Investments, Strategic Partnerships, Business Strategy, Portfolio Management, Leadership, Financial Services, Investment Advisory, Retirement, Financial Advisory, Investment Strategies, Financial Analysis, Strategic Financial..., Strategic Planning, Finance, Change Management, Asset Management, Financial Planning, Team Management
Education
Trevecca Nazarene University 1981 — 1985
BSc, Computer Information Systems
Trevecca Nazarene University 1981 — 1985
BSc, Business Administration
CERTIFICATION
Worldsource Financial Management 2008 - 2011
Nunavut Business Credit Corporation(NBCC) 2007 - 2008
Global Maxfin Investments Inc. May 2005 - 2007
Assante Wealth Management 1999 - 2005
Fortune Financial Corporation 1995 - 1999
Skills
Mutual Funds, Wealth Management, Management, Securities, Retirement Planning, Business Development, Strategy, Insurance, Risk Management, Asset Managment, Investments, Strategic Partnerships, Business Strategy, Portfolio Management, Leadership, Financial Services, Investment Advisory, Retirement, Financial Advisory, Investment Strategies, Financial Analysis, Strategic Financial..., Strategic Planning, Finance, Change Management, Asset Management, Financial Planning, Team Management
Education
Trevecca Nazarene University 1981 — 1985
BSc, Computer Information Systems
Trevecca Nazarene University 1981 — 1985
BSc, Business Administration
CERTIFICATION
Lachman Balani's Global Maxfin Investments Inc. Experience 2004 - 2009
Job Mortgage agent
Industry Financial Services
Experience
Independent Insurance Broker April 2011 - Present
Shah Financial Planning Inc. June 2010 - Present
Indo Canada Chamber of Commerce 2006 - Present
The Mortgage Centre April 2004 - Present
Cornell University 2002 - Present
Masala Mehndi Masti 2007 - 2012
Canadian Immigrant Magazine 2008 - 2010
Global Maxfin Investments Inc. 2004 - 2009
AGF Trust Company August 2002 - March 2004
Skills
Investments, Funding, Loans, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Finance, Mortgage Lending, Wealth Management, Investment Advisory, Securities, Portfolio Management, Financial Services, Financial Advisory, Disability Insurance, Strategic Planning, Credit, Insurance, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Planning, Corporate Finance, Credit Analysis, Equities, Estate Planning, Financial Analysis, Financial Planners, Financial Planning, Financial Risk, Fixed Annuities, Fixed Income, Insurance Planning, Life Insurance, Real Estate Financing, Relationship Management, Risk Management, Small Business, Wealth, Residential Mortgages, Investment Strategies
Education
Franklin Templeton 2008 — 2008
Certificate, Quotential Funds
Investment Funds Institute of Canada (IFIC) 2003 — 2003
IFIC certficate, Mutual Funds
Cornell University 1969 — 1973
Bachelor of Science, Engineering
American School of Tangier 1966 — 1969
High School Diploma, High school subjects
Independent Insurance Broker April 2011 - Present
Shah Financial Planning Inc. June 2010 - Present
Indo Canada Chamber of Commerce 2006 - Present
The Mortgage Centre April 2004 - Present
Cornell University 2002 - Present
Masala Mehndi Masti 2007 - 2012
Canadian Immigrant Magazine 2008 - 2010
Global Maxfin Investments Inc. 2004 - 2009
AGF Trust Company August 2002 - March 2004
Skills
Investments, Funding, Loans, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Finance, Mortgage Lending, Wealth Management, Investment Advisory, Securities, Portfolio Management, Financial Services, Financial Advisory, Disability Insurance, Strategic Planning, Credit, Insurance, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Planning, Corporate Finance, Credit Analysis, Equities, Estate Planning, Financial Analysis, Financial Planners, Financial Planning, Financial Risk, Fixed Annuities, Fixed Income, Insurance Planning, Life Insurance, Real Estate Financing, Relationship Management, Risk Management, Small Business, Wealth, Residential Mortgages, Investment Strategies
Education
Franklin Templeton 2008 — 2008
Certificate, Quotential Funds
Investment Funds Institute of Canada (IFIC) 2003 — 2003
IFIC certficate, Mutual Funds
Cornell University 1969 — 1973
Bachelor of Science, Engineering
American School of Tangier 1966 — 1969
High School Diploma, High school subjects
Dave Nickle's Global Maxfin Investments Inc. Experience November 2009 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Global Maxfin Investments Inc. November 2009 - Present
Generation Financial Services May 2000 - November 2009
Investors Group March 1996 - May 2000
Skills
Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Advisory, Retirement, Portfolio Management, Financial Planners, Insurance, Income Protection, Asset Managment, Wealth Accumulation, Wealth, Pensions, Equities, Finance, Financial Planning
Education
The University of Lethbridge 1990 — 1994
B.A, Psychology
Global Maxfin Investments Inc. November 2009 - Present
Generation Financial Services May 2000 - November 2009
Investors Group March 1996 - May 2000
Skills
Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Advisory, Retirement, Portfolio Management, Financial Planners, Insurance, Income Protection, Asset Managment, Wealth Accumulation, Wealth, Pensions, Equities, Finance, Financial Planning
Education
The University of Lethbridge 1990 — 1994
B.A, Psychology
Patrice Lortie's Global Maxfin Investments Inc. Experience January 2003 - March 2005
Job Président Polyclinique de la finance ltée et directeur de succursale Investia services financiers inc.
Industry Financial Services
Experience
Polyclinique de la finance ltée / Investia services financiers inc. April 2005 - Present
Global Maxfin Investments Inc. January 2003 - March 2005
Skills
Analyse financière..., Analyse financière..., Analyse de retraite..., Portefeuilles de..., Assurance de personnes, Référencement...
Education
Université du Québec à Montréal 1994 — 1997
Programme de certificat en assurances et intervention financière
Université de Montréal 1989 — 1990
Programme de certificat en droit général
HEC Montréal 1984 — 1986
Programme de D.E.C. en sciences administratives et Programme de certificat en gestion financière
Polyclinique de la finance ltée / Investia services financiers inc. April 2005 - Present
Global Maxfin Investments Inc. January 2003 - March 2005
Skills
Analyse financière..., Analyse financière..., Analyse de retraite..., Portefeuilles de..., Assurance de personnes, Référencement...
Education
Université du Québec à Montréal 1994 — 1997
Programme de certificat en assurances et intervention financière
Université de Montréal 1989 — 1990
Programme de certificat en droit général
HEC Montréal 1984 — 1986
Programme de D.E.C. en sciences administratives et Programme de certificat en gestion financière
Sara Adib's Global Maxfin Investments Inc. Experience October 2009 - September 2011
Job Assistant Branch Manager at Moneystrat Security Inc
Industry Investment Banking
Experience
Moneystrat Security Inc June 2013 - Present
Global Maxfin Investments Inc. October 2009 - September 2011
IA Clarington June 2007 - January 2009
Franklin Templeton Investment January 2007 - January 2008
Mutual Fund & RSP January 2005 - January 2006
George Brown College January 2002 - January 2003
Tejarat International Bank of Iran January 1994 - January 2000
Skills
Computer Skills, Customer Service, Detail Orientation, Mutual Funds, Banking, Investments, Team Building, Team Leadership, Financial Analysis, Financial Services, Microsoft Office, Teamwork, Microsoft Excel, Securities, Finance, Time Management, Software Documentation
Education
George Brown College 2002 — 2003
Post - Graduated Diploma, Marketing Management Financial Services
Tehran University 1992 — 1996
Bachelor of Arts with Honours, Business Administration
Moneystrat Security Inc June 2013 - Present
Global Maxfin Investments Inc. October 2009 - September 2011
IA Clarington June 2007 - January 2009
Franklin Templeton Investment January 2007 - January 2008
Mutual Fund & RSP January 2005 - January 2006
George Brown College January 2002 - January 2003
Tejarat International Bank of Iran January 1994 - January 2000
Skills
Computer Skills, Customer Service, Detail Orientation, Mutual Funds, Banking, Investments, Team Building, Team Leadership, Financial Analysis, Financial Services, Microsoft Office, Teamwork, Microsoft Excel, Securities, Finance, Time Management, Software Documentation
Education
George Brown College 2002 — 2003
Post - Graduated Diploma, Marketing Management Financial Services
Tehran University 1992 — 1996
Bachelor of Arts with Honours, Business Administration
Victor Chack-Wan , CIM's Global Maxfin Investments Inc. Experience February 2006 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
Global Maxfin Investments Inc. February 2006 - Present
Financial Security Advisor May 2014 - Present
Global Maxfin Investments Inc. February 2006 - Present
Skills
Investments, Private Wealth..., Financial Markets, Retirement Planning, Education Savings, Portfolio Management, Finance, Wealth Management..., Wealth Management, Mutual Funds, Financial Advisory, Trading, Derivatives, Investment Strategies, Investment Advisory, Securities
Education
Concordia University 2000 — 2003
B. Comm., Finance
Canadian Securities Institute
Global Maxfin Investments Inc. February 2006 - Present
Financial Security Advisor May 2014 - Present
Global Maxfin Investments Inc. February 2006 - Present
Skills
Investments, Private Wealth..., Financial Markets, Retirement Planning, Education Savings, Portfolio Management, Finance, Wealth Management..., Wealth Management, Mutual Funds, Financial Advisory, Trading, Derivatives, Investment Strategies, Investment Advisory, Securities
Education
Concordia University 2000 — 2003
B. Comm., Finance
Canadian Securities Institute
David Winnell's Global Maxfin Investments Inc. Experience March 2010 - July 2010
Job Investment Advisor
Industry Investment Management
Experience
Allgroup Financial Services June 2015 - Present
Chippingham Financial Group Ltd November 2013 - January 2015
PI Financial Corp October 2012 - February 2013
Union Securities July 2010 - October 2012
Global Maxfin Investments Inc. March 2010 - July 2010
Octagon Capital February 2007 - March 2010
Skills
Investments, Retirement Planning, Mutual Funds, Stocks, Trading, Equities, Derivatives, Tax Planning, Wealth Management, Continuing Education, Regulatory Interactions, Investor Relations, Private Equity, Fixed Income, Capital Markets, Bonds, Portfolio Management, ETFs, Investment Strategies, Financial Planners, Options, Finance, IPO, Securities, Alternative Investments, Wealth Management..., Investment Advisory
Education
University of Guelph 2001 — 2004
Bachelor of Arts (B.A.), Economics
Upper Canada College 1988 — 2001
Allgroup Financial Services June 2015 - Present
Chippingham Financial Group Ltd November 2013 - January 2015
PI Financial Corp October 2012 - February 2013
Union Securities July 2010 - October 2012
Global Maxfin Investments Inc. March 2010 - July 2010
Octagon Capital February 2007 - March 2010
Skills
Investments, Retirement Planning, Mutual Funds, Stocks, Trading, Equities, Derivatives, Tax Planning, Wealth Management, Continuing Education, Regulatory Interactions, Investor Relations, Private Equity, Fixed Income, Capital Markets, Bonds, Portfolio Management, ETFs, Investment Strategies, Financial Planners, Options, Finance, IPO, Securities, Alternative Investments, Wealth Management..., Investment Advisory
Education
University of Guelph 2001 — 2004
Bachelor of Arts (B.A.), Economics
Upper Canada College 1988 — 2001
Lavinia Ling's Global Maxfin Investments Inc. Experience April 2014 - Present
Job Compliance Officer at Global Maxfin Investment Inc.
Industry Financial Services
Experience
Global Maxfin Investments Inc. April 2014 - Present
Global Maxfin Investments Inc. February 2013 - Present
World Financial Group (WFG) July 2011 - February 2013
TD Insurance June 2011 - July 2011
Global Payments August 2009 - August 2010
Professional Employment Agency June 2005 - June 2009
Skills
Mortgage Lending, Customer Service, Strategic Financial..., Financial Analysis, Analysis, Portfolio Management, Microsoft Excel, Risk Management, Financial Services, Process Improvement, Mutual Funds, Banking, Management, Credit, Wealth Management, Investments, Securities, Insurance
Education
Ryerson University 2004 — 2008
Marketing, Business Management
Global Maxfin Investments Inc. April 2014 - Present
Global Maxfin Investments Inc. February 2013 - Present
World Financial Group (WFG) July 2011 - February 2013
TD Insurance June 2011 - July 2011
Global Payments August 2009 - August 2010
Professional Employment Agency June 2005 - June 2009
Skills
Mortgage Lending, Customer Service, Strategic Financial..., Financial Analysis, Analysis, Portfolio Management, Microsoft Excel, Risk Management, Financial Services, Process Improvement, Mutual Funds, Banking, Management, Credit, Wealth Management, Investments, Securities, Insurance
Education
Ryerson University 2004 — 2008
Marketing, Business Management