Greystone Managed Investments Inc.
Industry: Company
DescriptionFounded: 1988 Parent organization: Toronto–Dominion Bank
Greystone Managed Investments Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Greystone Managed Investments Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11 Greystone Managed Investments Inc. employees in database. Find out everything there's to know about Greystone Managed Investments Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Greystone Managed Investments Inc. Employees
Employee
Years
Job
Industry
Ali Katz, CIM® Ali Katz, CIM®'s Greystone Managed Investments Inc. Experience May 2015 - Present
Job Product Specialist, Real Estate & Mortgages at Greystone Managed Investments
Industry Financial Services
Experience
Greystone Managed Investments Inc. May 2015 - Present
CI Investments Inc. April 2011 - Present
CI Investments Inc. November 2006 - March 2011
CI Investments July 2007 - October 2008
Skills
Customer Relations, Financial Analysis, Financial Planning, Business Analysis, Fixed Income, Strategic Financial..., Mutual Funds, Investments, Management, Business Strategy, Marketing Strategy, Customer Service, Portfolio Management, Financial Services
Education
McGill University 2001 — 2005
BA, Economics
Greystone Managed Investments Inc. May 2015 - Present
CI Investments Inc. April 2011 - Present
CI Investments Inc. November 2006 - March 2011
CI Investments July 2007 - October 2008
Skills
Customer Relations, Financial Analysis, Financial Planning, Business Analysis, Fixed Income, Strategic Financial..., Mutual Funds, Investments, Management, Business Strategy, Marketing Strategy, Customer Service, Portfolio Management, Financial Services
Education
McGill University 2001 — 2005
BA, Economics
Anne Archibald Anne Archibald's Greystone Managed Investments Inc. Experience November 2001 - March 2008
Job Consultant, CFO at Integrated Retirement Initatives
Industry Financial Services
Experience
Johnson Enterprises January 2009 - Present
Integrated Retirement Initatives January 2009 - Present
Minnesota Thermal Science January 2009 - December 2014
Silent Power Inc May 2009 - August 2012
Greystone Managed Investments Inc November 2001 - March 2008
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Business Strategy, Microsoft Excel, Due Diligence, Strategic Financial..., Risk Management, Financial Reporting, Forecasting, Banking, General Ledger, Business Valuation, Contract Negotiation, Energy, Executive Management, Managerial Finance, Project Management, Investments, Corporate Finance, Finance, Financial Planning
Education
Society of Management Accountants of Saskatchewan
CMA
Athabasca University
MBA
The University of North Dakota
Johnson Enterprises January 2009 - Present
Integrated Retirement Initatives January 2009 - Present
Minnesota Thermal Science January 2009 - December 2014
Silent Power Inc May 2009 - August 2012
Greystone Managed Investments Inc November 2001 - March 2008
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Business Strategy, Microsoft Excel, Due Diligence, Strategic Financial..., Risk Management, Financial Reporting, Forecasting, Banking, General Ledger, Business Valuation, Contract Negotiation, Energy, Executive Management, Managerial Finance, Project Management, Investments, Corporate Finance, Finance, Financial Planning
Education
Society of Management Accountants of Saskatchewan
CMA
Athabasca University
MBA
The University of North Dakota
John Frank Marinucci John Frank Marinucci's Greystone Managed Investments Inc. Experience January 2014 - August 2014
Job Analyst, Strategy and Corporate Development at CIBC
Industry Banking
Experience
CIBC September 2014 - Present
Greystone Managed Investments Inc. January 2014 - August 2014
National Investment Banking Competition & Conference October 2013 - November 2013
RBC October 2012 - 2013
RBC Dominion Securities November 2011 - March 2012
Skills
Financial Modeling, Finance, Corporate Finance, Analysis, Valuation, Portfolio Management, Leadership, Investments, Banking, Financial Accounting, Teamwork, Equities, Capital Markets, Fixed Income, Microsoft Excel, Budgets, Financial Statement...
Education
Queen's University 2013 — 2014
Master of Finance, GPA: 3.76
CFA Institute
Passed Level 3 CFA Exam
Ryerson University 2008 — 2012
BComm, Business Technology Management
St. Thomas of Villanova College 2004 — 2008
CIBC September 2014 - Present
Greystone Managed Investments Inc. January 2014 - August 2014
National Investment Banking Competition & Conference October 2013 - November 2013
RBC October 2012 - 2013
RBC Dominion Securities November 2011 - March 2012
Skills
Financial Modeling, Finance, Corporate Finance, Analysis, Valuation, Portfolio Management, Leadership, Investments, Banking, Financial Accounting, Teamwork, Equities, Capital Markets, Fixed Income, Microsoft Excel, Budgets, Financial Statement...
Education
Queen's University 2013 — 2014
Master of Finance, GPA: 3.76
CFA Institute
Passed Level 3 CFA Exam
Ryerson University 2008 — 2012
BComm, Business Technology Management
St. Thomas of Villanova College 2004 — 2008
Tony Bright Tony Bright's Greystone Managed Investments Inc. Experience March 2001 - March 2004
Job Senior Vice President & Portfolio Manager at Connor, Clark & Lunn Financial Group
Industry Investment Management
Experience
Connor Clark & Lunn Private Capital March 2004 - Present
Greystone Managed Investments Inc. March 2001 - March 2004
Skills
Investment Strategies, Wealth Management, Risk Management, Hedge Funds, Business Strategy, Portfolio Management, Investment Management, Trading Strategies, Alternative Investments, Investments, Asset Management, Negotiation, Equities, Asset Allocation, Investment Advisory
Education
CFA Institute 1997 — 2000
CFA
University of Alberta 1984 — 1988
B.Sc., Physics & Mathematics
Connor Clark & Lunn Private Capital March 2004 - Present
Greystone Managed Investments Inc. March 2001 - March 2004
Skills
Investment Strategies, Wealth Management, Risk Management, Hedge Funds, Business Strategy, Portfolio Management, Investment Management, Trading Strategies, Alternative Investments, Investments, Asset Management, Negotiation, Equities, Asset Allocation, Investment Advisory
Education
CFA Institute 1997 — 2000
CFA
University of Alberta 1984 — 1988
B.Sc., Physics & Mathematics
Samantha Belisle Samantha Belisle's Greystone Managed Investments Inc. Experience July 2015 - Present
Job Administrative Coordinator at Greystone Managed Investments Inc.
Industry Retail
Experience
Greystone Managed Investments Inc. July 2015 - Present
Walmart Canada June 2015 - July 2015
Walmart Canada October 2014 - June 2015
KPMG Canada January 2015 - April 2015
Walmart Canada October 2012 - October 2014
McDonald's Canada April 2011 - October 2012
YMCA October 2011 - March 2012
Dave's Nofrills August 2008 - February 2011
Skills
Customer Service, Computers, Microsoft Office, Office Administration, Microsoft Excel, Microsoft Word, Customer Support, Organization, Accounting, PowerPoint, Proofreading, Typing, English, Spelling
Education
Centennial College 2013 — 2015
Executive Assistant/Executive Secretary
Greystone Managed Investments Inc. July 2015 - Present
Walmart Canada June 2015 - July 2015
Walmart Canada October 2014 - June 2015
KPMG Canada January 2015 - April 2015
Walmart Canada October 2012 - October 2014
McDonald's Canada April 2011 - October 2012
YMCA October 2011 - March 2012
Dave's Nofrills August 2008 - February 2011
Skills
Customer Service, Computers, Microsoft Office, Office Administration, Microsoft Excel, Microsoft Word, Customer Support, Organization, Accounting, PowerPoint, Proofreading, Typing, English, Spelling
Education
Centennial College 2013 — 2015
Executive Assistant/Executive Secretary
Nicholas Rutherford Nicholas Rutherford's Greystone Managed Investments Inc. Experience 2008 - 2011
Job Audit Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2014 - Present
BDO Canada 2011 - September 2014
Greystone Managed Investments Inc. 2008 - 2011
KPMG Canada 2006 - 2008
Skills
Financial Reporting, Auditing, SOX 404, Financial Audits, Financial Accounting, Financial Analysis, Fund Administration, Cash Flow, Forecasting
Education
Canadian Institute of Chartered Accountants 2003 — 2005
Chartered Accountant, Accounting
University of Manitoba 1999 — 2001
Bachelor of Commerce (B.Com.), Accounting and Finance
Red River College 1997 — 1999
Bachelor of Business Administration (B.B.A.), General Studies
BDO USA, LLP September 2014 - Present
BDO Canada 2011 - September 2014
Greystone Managed Investments Inc. 2008 - 2011
KPMG Canada 2006 - 2008
Skills
Financial Reporting, Auditing, SOX 404, Financial Audits, Financial Accounting, Financial Analysis, Fund Administration, Cash Flow, Forecasting
Education
Canadian Institute of Chartered Accountants 2003 — 2005
Chartered Accountant, Accounting
University of Manitoba 1999 — 2001
Bachelor of Commerce (B.Com.), Accounting and Finance
Red River College 1997 — 1999
Bachelor of Business Administration (B.B.A.), General Studies
Brad Haughey, CFA Brad Haughey, CFA's Greystone Managed Investments Inc. Experience February 2007 - April 2014
Job Marketing & Client Services at Sprucegrove Investment Management Ltd.
Industry Investment Management
Experience
Sprucegrove Investment Management Ltd. April 2014 - Present
Greystone Managed Investments Inc. February 2007 - April 2014
McLean Budden November 2000 - January 2007
SEI Investments November 1999 - October 2000
Skills
Chartered Financial..., Investment Management, Equities, Wealth Management, Investments, Portfolio Management, Strategy, Financial Markets, Asset Allocation, Investment Strategies, Asset Management, Equity Research, Mutual Funds, Bloomberg, Capital Markets
Education
CFA Institute 1999 — 2001
CFA Charter
University of Windsor 1996 — 1998
B.Comm (Hons.), Finance
Queen's University 1992 — 1996
BA, Economics
Sprucegrove Investment Management Ltd. April 2014 - Present
Greystone Managed Investments Inc. February 2007 - April 2014
McLean Budden November 2000 - January 2007
SEI Investments November 1999 - October 2000
Skills
Chartered Financial..., Investment Management, Equities, Wealth Management, Investments, Portfolio Management, Strategy, Financial Markets, Asset Allocation, Investment Strategies, Asset Management, Equity Research, Mutual Funds, Bloomberg, Capital Markets
Education
CFA Institute 1999 — 2001
CFA Charter
University of Windsor 1996 — 1998
B.Comm (Hons.), Finance
Queen's University 1992 — 1996
BA, Economics
Jeff Tripp Jeff Tripp's Greystone Managed Investments Inc. Experience June 2013 - Present
Job Vice President, Portfolio Management, Real Estate & Mortgages at Greystone Managed Investments Inc.
Industry Real Estate
Experience
Greystone Managed Investments Inc. June 2013 - Present
Bentall Kennedy January 2012 - May 2013
Redcliff Realty Advisors Inc May 2005 - January 2012
Morguard Investments Limited June 2003 - May 2005
Morguard Investments Limited May 2000 - May 2003
Bank of Montreal May 1998 - May 2000
Education
CFA Institute 1999 — 2002
CFA, Chartered Financial Analyst
York University - Schulich School of Business 1996 — 1998
MBA, Finance
Huron University College 1992 — 1994
BA, Psychology
Greystone Managed Investments Inc. June 2013 - Present
Bentall Kennedy January 2012 - May 2013
Redcliff Realty Advisors Inc May 2005 - January 2012
Morguard Investments Limited June 2003 - May 2005
Morguard Investments Limited May 2000 - May 2003
Bank of Montreal May 1998 - May 2000
Education
CFA Institute 1999 — 2002
CFA, Chartered Financial Analyst
York University - Schulich School of Business 1996 — 1998
MBA, Finance
Huron University College 1992 — 1994
BA, Psychology
James Leong's Greystone Managed Investments Inc. Experience May 2014 - Present
Job Solicitor
Industry Law Practice
Experience
Greystone Managed Investments Inc. May 2014 - Present
McCullough O'Connor Irwin LLP October 2012 - October 2013
James L. Harris Law Corp. September 2010 - October 2012
Skills
Legal Research, Corporate Law, Litigation, Securities Regulation, Joint Ventures, Corporate Governance, Mergers & Acquisitions, Courts, Legal Advice, Mergers, Legal Writing, Due Diligence, Private Equity, Securities, International Law, Venture Capital, Intellectual Property, Corporate Finance, Administrative Law
Education
The University of British Columbia 2005 — 2008
Bachelor of Laws (LL.B.), Law
The University of British Columbia / UBC 2000 — 2004
Bachelor of Science (B.Sc.), Biochemistry
Greystone Managed Investments Inc. May 2014 - Present
McCullough O'Connor Irwin LLP October 2012 - October 2013
James L. Harris Law Corp. September 2010 - October 2012
Skills
Legal Research, Corporate Law, Litigation, Securities Regulation, Joint Ventures, Corporate Governance, Mergers & Acquisitions, Courts, Legal Advice, Mergers, Legal Writing, Due Diligence, Private Equity, Securities, International Law, Venture Capital, Intellectual Property, Corporate Finance, Administrative Law
Education
The University of British Columbia 2005 — 2008
Bachelor of Laws (LL.B.), Law
The University of British Columbia / UBC 2000 — 2004
Bachelor of Science (B.Sc.), Biochemistry
Tyler Nguyen's Greystone Managed Investments Inc. Experience May 2013 - Present
Job Research Analyst at Greystone Managed Investments Inc.
Industry Capital Markets
Experience
Greystone Managed Investments Inc. May 2013 - Present
Asper School of Business - University of Manitoba September 2012 - Present
University of Manitoba Investment Group May 2012 - April 2014
GAAPS Case Competition February 2014 - February 2014
National Investment Banking Competition January 2014 - January 2014
University of Manitoba September 2012 - December 2013
Amenity Health Care January 2013 - April 2013
Asper School of Business, University of Manitoba September 2012 - April 2013
Asper School of Business - University of Manitoba April 2012 - August 2012
Almighty Servers June 2010 - June 2012
Skills
Financial Analysis, Accounting, Corporate Finance, Commercial Real Estate, Underwriting, Financial Modeling, Bloomberg, Capital Markets, Quantitative Finance
Education
CFA Institute
June 2016 Level 3 Candidate
University of Manitoba 2009 — 2014
Bachelor of Commerce (Honours), Finance and Actuarial Mathematics
Greystone Managed Investments Inc. May 2013 - Present
Asper School of Business - University of Manitoba September 2012 - Present
University of Manitoba Investment Group May 2012 - April 2014
GAAPS Case Competition February 2014 - February 2014
National Investment Banking Competition January 2014 - January 2014
University of Manitoba September 2012 - December 2013
Amenity Health Care January 2013 - April 2013
Asper School of Business, University of Manitoba September 2012 - April 2013
Asper School of Business - University of Manitoba April 2012 - August 2012
Almighty Servers June 2010 - June 2012
Skills
Financial Analysis, Accounting, Corporate Finance, Commercial Real Estate, Underwriting, Financial Modeling, Bloomberg, Capital Markets, Quantitative Finance
Education
CFA Institute
June 2016 Level 3 Candidate
University of Manitoba 2009 — 2014
Bachelor of Commerce (Honours), Finance and Actuarial Mathematics
Nazmin Gupta's Greystone Managed Investments Inc. Experience January 2011 - Present
Job Vice President, Real Estate and Mortgages at Greystone Managed Investments Inc.
Industry Investment Management
Experience
Greystone Managed Investments Inc. January 2011 - Present
Morguard Investments Limited January 2005 - December 2010
PwC Consulting September 1997 - January 2000
Skills
Strategy and Product..., Critical Thinking, Communications to...
Education
University of Pennsylvania 1993 — 1997
BA, International Relations
University of Pennsylvania - The Wharton School 1993 — 1997
BSc, Strategic Management
Greystone Managed Investments Inc. January 2011 - Present
Morguard Investments Limited January 2005 - December 2010
PwC Consulting September 1997 - January 2000
Skills
Strategy and Product..., Critical Thinking, Communications to...
Education
University of Pennsylvania 1993 — 1997
BA, International Relations
University of Pennsylvania - The Wharton School 1993 — 1997
BSc, Strategic Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY