Guardian Capital
Description
Address: 30 E Adams St #200, Chicago, IL 60603 Phone: (312) 257-3018Category: : : : : : : Hours: Place name: Website: Website: http://guardian-cap.com/contact-us/ Category: Real estate agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Guardian Capital Posting publicly on the Web Write a review Reviews Be the first to review
Guardian Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Guardian Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Guardian Capital Employees
Employee
Years
Job
Industry
Adam Jacobson Adam Jacobson's Guardian Capital Experience May 2010 - August 2010
Job Portfolio Analyst at Barometer Capital Management
Industry Financial Services
Experience
Barometer Capital Management May 2013 - Present
Bank of America Merrill Lynch May 2012 - August 2012
Guardian Capital Advisors May 2011 - August 2011
Guardian Capital May 2010 - August 2010
Western Campus Recreation January 2010 - April 2010
Camp Kadimah June 2008 - August 2009
College Pro Painters May 2009 - June 2009
Skills
CRM, Trading, Financial Analysis, Marketing, Research, Bloomberg Terminal, Valuation, Analysis, Leadership, Finance, Financial Modeling, Microsoft Excel, Time Management, Bloomberg, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2013
The University of Western Ontario 2008 — 2013
BA, Honours Economics
Barometer Capital Management May 2013 - Present
Bank of America Merrill Lynch May 2012 - August 2012
Guardian Capital Advisors May 2011 - August 2011
Guardian Capital May 2010 - August 2010
Western Campus Recreation January 2010 - April 2010
Camp Kadimah June 2008 - August 2009
College Pro Painters May 2009 - June 2009
Skills
CRM, Trading, Financial Analysis, Marketing, Research, Bloomberg Terminal, Valuation, Analysis, Leadership, Finance, Financial Modeling, Microsoft Excel, Time Management, Bloomberg, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2013
The University of Western Ontario 2008 — 2013
BA, Honours Economics
Andre Singh Andre Singh's Guardian Capital Experience June 2012 - Present
Job Assistant Performance Analyst at Guardian Capital
Industry Investment Management
Experience
Guardian Capital June 2012 - Present
Guardian Capital June 2011 - June 2012
Guardian Capital November 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis
Education
Ryerson University 2005 — 2011
B.Comm, Business Management
Guardian Capital June 2012 - Present
Guardian Capital June 2011 - June 2012
Guardian Capital November 2011 - December 2011
Skills
Microsoft Excel, Financial Analysis
Education
Ryerson University 2005 — 2011
B.Comm, Business Management
Matthew Baker, CFA, CMT Matthew Baker, CFA, CMT's Guardian Capital Experience August 2008 - Present
Job Vice President & Portfolio Manager at Guardian Capital
Industry Investment Management
Experience
Guardian Capital August 2008 - Present
Skills
Investment Strategies, Portfolio Management, Wealth Management, Investment Management, Asset Managment, Investments, Wealth Management..., Equities, Investment Advisory, Bonds, Mutual Funds, Bloomberg
Education
Queen's University 1977 — 1981
Bachelor of Commerce (B.Comm), Finance, General
Guardian Capital August 2008 - Present
Skills
Investment Strategies, Portfolio Management, Wealth Management, Investment Management, Asset Managment, Investments, Wealth Management..., Equities, Investment Advisory, Bonds, Mutual Funds, Bloomberg
Education
Queen's University 1977 — 1981
Bachelor of Commerce (B.Comm), Finance, General
Michael Barkley Michael Barkley's Guardian Capital Experience November 2004 - Present
Job SVP & Portfolio Manager at Guardian Capital
Industry Financial Services
Experience
Guardian Capital November 2004 - Present
TD Private Investment Counsel June 2001 - July 2004
Mawer Investment Management July 1999 - June 2001
Skills
Private Wealth..., Wealth Management, Wealth Management..., Investments
Education
The University of British Columbia 1992 — 1994
MBA
University of Maine 1988 — 1992
BA, Economics
Guardian Capital November 2004 - Present
TD Private Investment Counsel June 2001 - July 2004
Mawer Investment Management July 1999 - June 2001
Skills
Private Wealth..., Wealth Management, Wealth Management..., Investments
Education
The University of British Columbia 1992 — 1994
MBA
University of Maine 1988 — 1992
BA, Economics
Adam DeBusschere Adam DeBusschere's Guardian Capital Experience September 2012 - January 2013
Job IT Help Desk Specialist at The Mutual Fund Dealers Association of Canada
Industry Computer Networking
Experience
The Mutual Fund Dealers Association of Canada February 2014 - Present
Centennial College IT Support InternThe Ontario Lung AssociationApril 2013 - August 2013
Guardian Capital September 2012 - January 2013
Ministry of Government Services January 2012 - April 2012
Four Seasons Hotels and Resorts January 2005 - April 2012
Skills
Microsoft Office, Cisco Technologies, LAN Switching, WAN Optimisation, Troubleshooting, Routing Protocols, Windows Server, Cisco IOS, Active Directory, Social Media, Team Leadership, Android, Apple iOS, Windows 7, PXE, VBScript, Network Security, Network Administration, Network Architecture, Remote Desktop, Wireshark, Packet Tracer, Putty, VLAN, TCP/IP, OSPF, EIGRP, CCNA, System Administration, Windows System..., System Deployment, Help Desk Support, Micros, Hardware, Computer Hardware, Opera, Servers, Blackberry Enterprise..., VPN, DHCP
Education
Centennial College 2010 — 2013
Advanced Diploma, Computer System Technology - Networking
Centennial College 2002 — 2005
Diploma, Hospitality
The Mutual Fund Dealers Association of Canada February 2014 - Present
Centennial College IT Support InternThe Ontario Lung AssociationApril 2013 - August 2013
Guardian Capital September 2012 - January 2013
Ministry of Government Services January 2012 - April 2012
Four Seasons Hotels and Resorts January 2005 - April 2012
Skills
Microsoft Office, Cisco Technologies, LAN Switching, WAN Optimisation, Troubleshooting, Routing Protocols, Windows Server, Cisco IOS, Active Directory, Social Media, Team Leadership, Android, Apple iOS, Windows 7, PXE, VBScript, Network Security, Network Administration, Network Architecture, Remote Desktop, Wireshark, Packet Tracer, Putty, VLAN, TCP/IP, OSPF, EIGRP, CCNA, System Administration, Windows System..., System Deployment, Help Desk Support, Micros, Hardware, Computer Hardware, Opera, Servers, Blackberry Enterprise..., VPN, DHCP
Education
Centennial College 2010 — 2013
Advanced Diploma, Computer System Technology - Networking
Centennial College 2002 — 2005
Diploma, Hospitality
Patrick Milot-Daignault Patrick Milot-Daignault's Guardian Capital Experience January 2008 - Present
Job VP, Investment Services at Guardian Capital
Industry Investment Management
Experience
Guardian Capital January 2008 - Present
Bank Austria Cayman Island September 2006 - December 2007
TAL Asset Management October 2002 - September 2006
GM Asset Managent 1999 - 2002
ILO 1997 - 1998
Skills
Wealth Management, Investments, Asset Managment, Investment Strategies, Portfolio Management, Pensions, Bloomberg, Mutual Funds, Derivatives, Fund Of Funds, Asset Management, Securities, Corporate Finance, Emerging Markets, Retirement Planning, Alternative Investments, Trading, Investment Management, Venture Capital, Investment Advisory, ETFs, Bonds, Business Development, Wealth, Mergers & Acquisitions, Private Banking, High Net Worth..., Private Equity, Valuation, Risk Management, Structured Products, Retirement, Financial Advisory, Asset Allocation, Equities, Strategic Financial..., Equity Research, Equity Trading, Wealth Management..., Fixed Income, Hedge Funds, Investment Banking, Series 7, Options, Financial Modeling, Financial Markets, Equity Valuation, Capital Markets, Financial Analysis, Financial Services
Education
University of Montreal
B. Sc., Actuarial Sc. - Mathematics
Guardian Capital January 2008 - Present
Bank Austria Cayman Island September 2006 - December 2007
TAL Asset Management October 2002 - September 2006
GM Asset Managent 1999 - 2002
ILO 1997 - 1998
Skills
Wealth Management, Investments, Asset Managment, Investment Strategies, Portfolio Management, Pensions, Bloomberg, Mutual Funds, Derivatives, Fund Of Funds, Asset Management, Securities, Corporate Finance, Emerging Markets, Retirement Planning, Alternative Investments, Trading, Investment Management, Venture Capital, Investment Advisory, ETFs, Bonds, Business Development, Wealth, Mergers & Acquisitions, Private Banking, High Net Worth..., Private Equity, Valuation, Risk Management, Structured Products, Retirement, Financial Advisory, Asset Allocation, Equities, Strategic Financial..., Equity Research, Equity Trading, Wealth Management..., Fixed Income, Hedge Funds, Investment Banking, Series 7, Options, Financial Modeling, Financial Markets, Equity Valuation, Capital Markets, Financial Analysis, Financial Services
Education
University of Montreal
B. Sc., Actuarial Sc. - Mathematics
Patrick Milot-Daignault Patrick Milot-Daignault's Guardian Capital Experience December 2007 - Present
Job VP, Investment Services at Guardian Capital
Industry Financial Services
Experience
Guardian Capital December 2007 - Present
UniCredit Bank Austria AG 2006 - 2008
CIBC Global Asset Mgmt (formerly TAL Global Asset Mgmt) 2003 - 2006
TAL Global Asset Management 2003 - 2005
TAL Global Asset Management 2003 - 2005
GM Asset Management 1998 - 2002
Skills
Portfolio Management, Wealth Management, Asset Managment, Equities, Investments, Mutual Funds, Alternative Investments, Asset Management, Financial Markets, Strategic Financial..., Securities, Investment Management, Private Equity, Business Development, Financial Modeling, Asset Allocation, Structured Products, Private Banking, Corporate Finance, Investment Strategies, Equity Research, Mergers & Acquisitions, ETFs, Fixed Income, Investment Banking, Valuation, Retirement, Bonds, Trading, Bloomberg, Retirement Planning, Wealth Management..., Financial Analysis, Risk Management, Capital Markets, Derivatives, Options, Investment Advisory, Venture Capital, Financial Services, Hedge Funds, Pensions
Education
Université de Montréal
Guardian Capital December 2007 - Present
UniCredit Bank Austria AG 2006 - 2008
CIBC Global Asset Mgmt (formerly TAL Global Asset Mgmt) 2003 - 2006
TAL Global Asset Management 2003 - 2005
TAL Global Asset Management 2003 - 2005
GM Asset Management 1998 - 2002
Skills
Portfolio Management, Wealth Management, Asset Managment, Equities, Investments, Mutual Funds, Alternative Investments, Asset Management, Financial Markets, Strategic Financial..., Securities, Investment Management, Private Equity, Business Development, Financial Modeling, Asset Allocation, Structured Products, Private Banking, Corporate Finance, Investment Strategies, Equity Research, Mergers & Acquisitions, ETFs, Fixed Income, Investment Banking, Valuation, Retirement, Bonds, Trading, Bloomberg, Retirement Planning, Wealth Management..., Financial Analysis, Risk Management, Capital Markets, Derivatives, Options, Investment Advisory, Venture Capital, Financial Services, Hedge Funds, Pensions
Education
Université de Montréal
Kelsey Boland's Guardian Capital Experience May 2014 - August 2014
Job Ivey Business School Candidate 2016
Industry Real Estate
Experience
Guardian Capital May 2014 - August 2014
Guardian Capital May 2013 - August 2013
CMC Carrier Mausoleums Construction, Inc. June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Public Speaking
Education
Ivey Business School at Western University 2014 — 2016
Bachelor of Arts, Honours Business Administration (HBA)
Western University 2012 — 2014
St. Andrew's College 2005 — 2012
Guardian Capital May 2014 - August 2014
Guardian Capital May 2013 - August 2013
CMC Carrier Mausoleums Construction, Inc. June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Public Speaking
Education
Ivey Business School at Western University 2014 — 2016
Bachelor of Arts, Honours Business Administration (HBA)
Western University 2012 — 2014
St. Andrew's College 2005 — 2012
Sam Baldwin Sam Baldwin's Guardian Capital Experience July 2007 - Present
Job Portfolio Manager, Canadian Equities at Guardian Capital
Industry Investment Management
Experience
Guardian Capital July 2007 - Present
Invesco Ltd. 1999 - June 2007
Skills
Portfolio Management, Investments, Investment Strategies, Equities, Asset Managment
Education
The University of British Columbia 1994 — 1999
B.A. (Hon), Economics
Capital Normal University 1996 — 1997
Mandarin Chinese
Guardian Capital July 2007 - Present
Invesco Ltd. 1999 - June 2007
Skills
Portfolio Management, Investments, Investment Strategies, Equities, Asset Managment
Education
The University of British Columbia 1994 — 1999
B.A. (Hon), Economics
Capital Normal University 1996 — 1997
Mandarin Chinese
Peleg Bartfeld, CFA Peleg Bartfeld, CFA's Guardian Capital Experience May 2007 - August 2007
Job Analyst at Phillips, Hager & North
Industry Investment Management
Experience
Phillips, Hager & North May 2008 - Present
UBC Portfolio Management Foundation March 2007 - March 2009
Guardian Capital May 2007 - August 2007
Skills
Equity Research, Equities, Bloomberg, Valuation, Financial Modeling, Investments, Portfolio Management, Investment Strategies, Investment Management, Financial Analysis, Mutual Funds, Alternative Investments, Asset Managment, Capital Markets, Asset Allocation, Investment Research, Value Investing
Education
CFA Institute 2009 — 2011
CFA Charterholder
The University of British Columbia 2005 — 2009
Commerce, Finance
Phillips, Hager & North May 2008 - Present
UBC Portfolio Management Foundation March 2007 - March 2009
Guardian Capital May 2007 - August 2007
Skills
Equity Research, Equities, Bloomberg, Valuation, Financial Modeling, Investments, Portfolio Management, Investment Strategies, Investment Management, Financial Analysis, Mutual Funds, Alternative Investments, Asset Managment, Capital Markets, Asset Allocation, Investment Research, Value Investing
Education
CFA Institute 2009 — 2011
CFA Charterholder
The University of British Columbia 2005 — 2009
Commerce, Finance
Dallyce Sax, MSc.'s Guardian Capital Experience July 2010 - December 2010
Job Account Management Specialist at Chango
Industry Program Development
Experience
Chango June 2015 - Present
Softchoice October 2013 - June 2015
Costa Rica Estates August 2012 - September 2013
Helsingborgs Dagblad November 2011 - April 2012
Costa Rica Estates May 2011 - September 2011
Guardian Capital July 2010 - December 2010
Guardian Capital May 2008 - August 2008
Guardian Capital May 2007 - August 2007
Skills
Entrepreneurship, Entrepreneurial..., Business Development, Business Model..., Business Model..., Change Management, Strategic Planning, Microsoft Office, Business Planning, Social Media, Time Management, Sales, Product Development
Education
Lunds universitet / Lund University 2011 — 2012
Masters of Science (M.Sc.), Corporate Entrepreneurship and Innovation
The University of Western Ontario 2006 — 2010
Bachelor of Management and Organizational Studies (BMOS), Business Administration and Management, General
Københavns Universitet / University of Copenhagen 2009 — 2009
Semester Exchange
Chango June 2015 - Present
Softchoice October 2013 - June 2015
Costa Rica Estates August 2012 - September 2013
Helsingborgs Dagblad November 2011 - April 2012
Costa Rica Estates May 2011 - September 2011
Guardian Capital July 2010 - December 2010
Guardian Capital May 2008 - August 2008
Guardian Capital May 2007 - August 2007
Skills
Entrepreneurship, Entrepreneurial..., Business Development, Business Model..., Business Model..., Change Management, Strategic Planning, Microsoft Office, Business Planning, Social Media, Time Management, Sales, Product Development
Education
Lunds universitet / Lund University 2011 — 2012
Masters of Science (M.Sc.), Corporate Entrepreneurship and Innovation
The University of Western Ontario 2006 — 2010
Bachelor of Management and Organizational Studies (BMOS), Business Administration and Management, General
Københavns Universitet / University of Copenhagen 2009 — 2009
Semester Exchange
Dora Ryczko Dora Ryczko's Guardian Capital Experience June 2006 - February 2012
Job BROKERAGE EXPERIENCE
Industry Financial Services
Experience
Guardian Capital June 2006 - February 2012
Salida Capital April 2003 - February 2005
Interward Capital Advisor Limited November 2000 - April 2003
GMP Securities April 1996 - November 2000
Midland Walwyn/Dean Witter Reynolds November 1989 - March 1996
Burns Fry Limited November 1987 - October 1989
Skills
Equities, Fixed Income, Bloomberg, Settlement, Portfolio Management, Investments, Mutual Funds, Trading, Securities, Account Reconciliation, Corporate Actions, Funding, Hedge Funds, Investment Management
Education
Humber College
Medical Secretarial Diploma
Guardian Capital June 2006 - February 2012
Salida Capital April 2003 - February 2005
Interward Capital Advisor Limited November 2000 - April 2003
GMP Securities April 1996 - November 2000
Midland Walwyn/Dean Witter Reynolds November 1989 - March 1996
Burns Fry Limited November 1987 - October 1989
Skills
Equities, Fixed Income, Bloomberg, Settlement, Portfolio Management, Investments, Mutual Funds, Trading, Securities, Account Reconciliation, Corporate Actions, Funding, Hedge Funds, Investment Management
Education
Humber College
Medical Secretarial Diploma
Edward P. Soye, MA, CFA's Guardian Capital Experience 2012 - Present
Job Equity Analyst at Guardian Capital and Vintage Aeroplane Display Pilot
Industry Investment Management
Experience
Guardian Capital 2012 - Present
Royal Canadian Air Force 2003 - Present
Vintage Wings of Canada 2012 - Present
Vintage Aviation Team 2010 - Present
Canadian Harvard Aircraft Association 2012 - 2014
Canadian Harvard Aircraft Association 2006 - 2014
Guardian Capital 2009 - 2013
Royal Military College of Canada 2008 - 2009
Great War Flying Museum 2006 - 2009
Great War Flying Museum 2004 - 2008
Skills
Leadership, Aviation, Flights, Aircraft, Public Speaking, Strategic Planning, Team Building, Research, Investments, Capital Markets, Training, Flight Safety, Military History, Command, Program Management, Project Planning, Team Leadership, History, Analysis, Air Force, Policy, Formation Flying, Portfolio Management
Education
University of Toronto 2003 — 2007
Honours Bachelor of Arts, History
Royal Military College of Canada/Collège militaire royal du Canada 2007 — 2009
Master of Arts, War Studies
Guardian Capital 2012 - Present
Royal Canadian Air Force 2003 - Present
Vintage Wings of Canada 2012 - Present
Vintage Aviation Team 2010 - Present
Canadian Harvard Aircraft Association 2012 - 2014
Canadian Harvard Aircraft Association 2006 - 2014
Guardian Capital 2009 - 2013
Royal Military College of Canada 2008 - 2009
Great War Flying Museum 2006 - 2009
Great War Flying Museum 2004 - 2008
Skills
Leadership, Aviation, Flights, Aircraft, Public Speaking, Strategic Planning, Team Building, Research, Investments, Capital Markets, Training, Flight Safety, Military History, Command, Program Management, Project Planning, Team Leadership, History, Analysis, Air Force, Policy, Formation Flying, Portfolio Management
Education
University of Toronto 2003 — 2007
Honours Bachelor of Arts, History
Royal Military College of Canada/Collège militaire royal du Canada 2007 — 2009
Master of Arts, War Studies
Michael Mullarkey Michael Mullarkey's Guardian Capital Experience May 2012 - November 2012
Job Acquisition Manager at ViaWest Group
Industry Commercial Real Estate
Experience
ViaWest Group June 2015 - Present
BDO Consulting November 2013 - June 2015
1013 Communications May 2013 - November 2013
Guardian Capital May 2012 - November 2012
Independent Contractor January 2012 - March 2012
Green Street Realty March 2010 - January 2012
Teichert Telemarketing May 2004 - August 2004
Skills
Real Estate, Investment Properties, Real Estate Transactions, Real Estate Development, Negotiation, Real Estate Economics, Sales Process, Customer Service, Contract Negotiation, Direct Sales, Client Acquisition, Client Engagement, Client Relationship..., Client Interfacing, Writing Skills, Customer Relations, Real Estate Investment, Contract Negotiations, Real Estate Due..., Financial Modeling, Microsoft Excel, Valuation Modeling, Real Estate Investment..., Commercial Real Estate..., DCF Valuation, Quantitative, Purchase Price..., Accounting
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Arizona State University 2005 — 2010
BSD, Real Estate Development
ViaWest Group June 2015 - Present
BDO Consulting November 2013 - June 2015
1013 Communications May 2013 - November 2013
Guardian Capital May 2012 - November 2012
Independent Contractor January 2012 - March 2012
Green Street Realty March 2010 - January 2012
Teichert Telemarketing May 2004 - August 2004
Skills
Real Estate, Investment Properties, Real Estate Transactions, Real Estate Development, Negotiation, Real Estate Economics, Sales Process, Customer Service, Contract Negotiation, Direct Sales, Client Acquisition, Client Engagement, Client Relationship..., Client Interfacing, Writing Skills, Customer Relations, Real Estate Investment, Contract Negotiations, Real Estate Due..., Financial Modeling, Microsoft Excel, Valuation Modeling, Real Estate Investment..., Commercial Real Estate..., DCF Valuation, Quantitative, Purchase Price..., Accounting
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Arizona State University 2005 — 2010
BSD, Real Estate Development
John Wong PMP John Wong PMP's Guardian Capital Experience 2010 - February 2012
Job Business Systems Analyst/Project Manager at RBC Wealth Management
Industry Financial Services
Experience
OperTech Consulting Ltd 2010 - Present
RBC Wealth Management April 2013 - May 2015
SS&C Technologies July 2012 - April 2013
Temenos February 2012 - July 2012
Guardian Capital 2010 - February 2012
Eagle Investment Systems 2005 - 2010
Investment Administration Sciences 2002 - 2005
TD Asset Management 2000 - 2002
TD Bank 2000 - 2000
Canada Trust Investment Management 1998 - 2000
Skills
PMP, Business Analysis, SDLC, Requirements Gathering, Strategy, Program Management, Project Management, Portfolio Management, Equities, Fixed Income, Business Requirements, Vendor Management, Requirements Analysis, Capital Markets, Trading Systems, Data Warehousing
Education
University of Calgary
BA, Economics
OperTech Consulting Ltd 2010 - Present
RBC Wealth Management April 2013 - May 2015
SS&C Technologies July 2012 - April 2013
Temenos February 2012 - July 2012
Guardian Capital 2010 - February 2012
Eagle Investment Systems 2005 - 2010
Investment Administration Sciences 2002 - 2005
TD Asset Management 2000 - 2002
TD Bank 2000 - 2000
Canada Trust Investment Management 1998 - 2000
Skills
PMP, Business Analysis, SDLC, Requirements Gathering, Strategy, Program Management, Project Management, Portfolio Management, Equities, Fixed Income, Business Requirements, Vendor Management, Requirements Analysis, Capital Markets, Trading Systems, Data Warehousing
Education
University of Calgary
BA, Economics
Malcolm MacDonald Malcolm MacDonald's Guardian Capital Experience 2000 - 2009
Job Director, Investment Operations at WSIB
Industry Financial Services
Experience
WSIB August 2009 - Present
Guardian Capital 2000 - 2009
OMERS 1983 - 1999
Continental Insurance Company of Canada 1982 - 1983
Coopers & Lybrand 1977 - 1982
Skills
Investments, Strategy, Pensions, Risk Management, Capital Markets, Leadership, Strategic Planning, Finance, Corporate Finance, Accounting, Portfolio Management, Change Management, Management, Banking, Tax, Financial Services, Wealth Management, Mutual Funds, Business Analysis, Equities, Auditing, Financial Analysis, Operations Management, CRM, Budgets, Asset Managment, Internal Controls
Education
University 1977 — 1982
CA course requirements, Accounting and Finance
McMaster University 1974 — 1977
Honours Bachelor of Arts, History
WSIB August 2009 - Present
Guardian Capital 2000 - 2009
OMERS 1983 - 1999
Continental Insurance Company of Canada 1982 - 1983
Coopers & Lybrand 1977 - 1982
Skills
Investments, Strategy, Pensions, Risk Management, Capital Markets, Leadership, Strategic Planning, Finance, Corporate Finance, Accounting, Portfolio Management, Change Management, Management, Banking, Tax, Financial Services, Wealth Management, Mutual Funds, Business Analysis, Equities, Auditing, Financial Analysis, Operations Management, CRM, Budgets, Asset Managment, Internal Controls
Education
University 1977 — 1982
CA course requirements, Accounting and Finance
McMaster University 1974 — 1977
Honours Bachelor of Arts, History
Darryl Workman's Guardian Capital Experience January 2001 - Present
Job VicePresident, Administration at Guardian Capital
Industry Investment Management
Experience
Guardian Capital January 2001 - Present
RT Investment Counsel March 1995 - December 2000
TAL Private September 1993 - March 1995
Education
Trent University 1984 — 1987
Bachelor of Arts, Economics Major with Computer Science minor
Guardian Capital January 2001 - Present
RT Investment Counsel March 1995 - December 2000
TAL Private September 1993 - March 1995
Education
Trent University 1984 — 1987
Bachelor of Arts, Economics Major with Computer Science minor
Brian Junkin's Guardian Capital Experience March 2001 - Present
Job Sr Systems Analyst at Guardian Capital
Industry Financial Services
Experience
Guardian Capital March 2001 - Present
Guardian Capital January 1999 - February 2001
Guardian Capital February 1995 - December 1998
Education
Ryerson University 1988 — 2002
Bachelor of Business Administration (B.B.A.), Information Systems
Guardian Capital March 2001 - Present
Guardian Capital January 1999 - February 2001
Guardian Capital February 1995 - December 1998
Education
Ryerson University 1988 — 2002
Bachelor of Business Administration (B.B.A.), Information Systems
Christina Shoop's Guardian Capital Experience March 2015 - Present
Job Corporate Paralegal at Guardian Capital
Industry Renewables & Environment
Experience
Guardian Capital March 2015 - Present
EDF-Renewable Energy July 2010 - February 2015
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION June 2002 - January 2010
Virginia Commercial Real Estate/Virginia Commercial Properties January 1997 - January 2002
Skills
Real Estate, Due Diligence, Budgets, Project Management, Outlook, Corporate Real Estate, Negotiation, Property Management, Commercial Real Estate, Facilities Management, Leases, SAP, Finance, Contract Management, Training, Team Building, Contract Negotiation, Mergers & Acquisitions, Customer Service, Accounting, Real Estate Development, Renewable Energy, Management, Program Management
Education
Tidewater Community College 1997 — 2002
Associate of Applied Science, Paralegal Studies and Litigation
Guardian Capital March 2015 - Present
EDF-Renewable Energy July 2010 - February 2015
SCIENCE APPLICATIONS INTERNATIONAL CORPORATION June 2002 - January 2010
Virginia Commercial Real Estate/Virginia Commercial Properties January 1997 - January 2002
Skills
Real Estate, Due Diligence, Budgets, Project Management, Outlook, Corporate Real Estate, Negotiation, Property Management, Commercial Real Estate, Facilities Management, Leases, SAP, Finance, Contract Management, Training, Team Building, Contract Negotiation, Mergers & Acquisitions, Customer Service, Accounting, Real Estate Development, Renewable Energy, Management, Program Management
Education
Tidewater Community College 1997 — 2002
Associate of Applied Science, Paralegal Studies and Litigation
Peter McMurtry, B.Com, CFA's Guardian Capital Experience 2003 - 2005
Job Financial Writer
Industry Financial Services
Experience
Self March 2012 - Present
Investors Group August 2005 - March 2012
Guardian Capital 2003 - 2005
Scotia Cassels 2001 - 2003
RBC Financial Group 1994 - 2001
TD Canada Trust 1992 - 1994
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Mortgage Lending, Risk Management, Alternative Investments, Capital Markets, Banking, Financial Planners, Derivatives, Financial Advisory, Financial Analysis, Bloomberg, Credit, Investment Management, Equities
Education
Chartered Financial Analyst
CFA
McGill University
Commerce
Self March 2012 - Present
Investors Group August 2005 - March 2012
Guardian Capital 2003 - 2005
Scotia Cassels 2001 - 2003
RBC Financial Group 1994 - 2001
TD Canada Trust 1992 - 1994
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Mortgage Lending, Risk Management, Alternative Investments, Capital Markets, Banking, Financial Planners, Derivatives, Financial Advisory, Financial Analysis, Bloomberg, Credit, Investment Management, Equities
Education
Chartered Financial Analyst
CFA
McGill University
Commerce
David Tassinari's Guardian Capital Experience November 2001 - October 2003
Job I.T. Strategic Sourcing Manager at Accenture
Industry Management Consulting
Experience
Accenture June 2013 - Present
SNC-Lavalin Operations & Maintenance November 2003 - May 2013
Guardian Capital November 2001 - October 2003
Guardian Capital March 1999 - November 2001
Guardian Capital February 1995 - March 1999
Famous Players March 1992 - February 1995
Canadian Forces January 1989 - September 1991
Skills
Business Analysis, Change Management, Project Management, Contracts Management, Procurement, IT Relationship..., Customer Service, Highly detail oriented, Purchase Orders, Inventory Management, Invoice Processing, Telecom Expense..., Vendor Management, IT Procurement, Contract Management, Disaster Recovery, Management, Facilities Management, IT Service Management, Quality Assurance, Strategic Sourcing, Analysis, Global Sourcing, Telecommunications
Education
Ryerson University 1985 — 1986
Film Production
York University 1984 — 1985
Television Production
Accenture June 2013 - Present
SNC-Lavalin Operations & Maintenance November 2003 - May 2013
Guardian Capital November 2001 - October 2003
Guardian Capital March 1999 - November 2001
Guardian Capital February 1995 - March 1999
Famous Players March 1992 - February 1995
Canadian Forces January 1989 - September 1991
Skills
Business Analysis, Change Management, Project Management, Contracts Management, Procurement, IT Relationship..., Customer Service, Highly detail oriented, Purchase Orders, Inventory Management, Invoice Processing, Telecom Expense..., Vendor Management, IT Procurement, Contract Management, Disaster Recovery, Management, Facilities Management, IT Service Management, Quality Assurance, Strategic Sourcing, Analysis, Global Sourcing, Telecommunications
Education
Ryerson University 1985 — 1986
Film Production
York University 1984 — 1985
Television Production
Maria Cutri's Guardian Capital Experience April 2005 - Present
Job Marketing Associate at Guardian Capital
Industry Investment Management
Experience
Guardian Capital April 2005 - Present
Beutel Goodman June 1997 - March 2005
Skills
RFP, Internal & External..., Event Management, Presentations, eVestment Analytics, Mercer Insight
Education
McMaster University 1984 — 1988
Bachelor of Arts (B.A.), Marketing
Guardian Capital April 2005 - Present
Beutel Goodman June 1997 - March 2005
Skills
RFP, Internal & External..., Event Management, Presentations, eVestment Analytics, Mercer Insight
Education
McMaster University 1984 — 1988
Bachelor of Arts (B.A.), Marketing
Bill Healy's Guardian Capital Experience August 1996 - September 1998
Job Managing Director, CIO at Patrimonica Asset Management Inc.
Industry Investment Management
Experience
Patrimonica Asset Management Inc. April 2012 - Present
Patrimonica Family Office April 2012 - Present
MFS McLean Budden October 2002 - March 2012
TAL Private Management September 1998 - October 2002
Guardian Capital August 1996 - September 1998
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Risk Management, Relationship Management, Investment Management, Investment Strategies, Finance, Asset Management, Manager Selection, Estate Planning, Financial Analysis, Equities, Macroeconomics, Alternative Investments, Mutual Funds, Fixed Income
Education
University of London
M. Sc., Financial Economics
Concordia University
Bachelor's Degree, Finance major
Patrimonica Asset Management Inc. April 2012 - Present
Patrimonica Family Office April 2012 - Present
MFS McLean Budden October 2002 - March 2012
TAL Private Management September 1998 - October 2002
Guardian Capital August 1996 - September 1998
Skills
Portfolio Management, Asset Allocation, Investments, Wealth Management, Risk Management, Relationship Management, Investment Management, Investment Strategies, Finance, Asset Management, Manager Selection, Estate Planning, Financial Analysis, Equities, Macroeconomics, Alternative Investments, Mutual Funds, Fixed Income
Education
University of London
M. Sc., Financial Economics
Concordia University
Bachelor's Degree, Finance major
Riley Hopkinson's Guardian Capital Experience May 2014 - August 2014
Job Project Manager at RadiantGroup Media
Industry Marketing and Advertising
Experience
RadiantGroup Media April 2015 - Present
Guardian Capital May 2014 - August 2014
Knowledge First Financial May 2012 - August 2013
Knowledge First Financial January 2011 - May 2011
Conundrum Capital Corporation May 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Coordination, Communication, Advertising, Social Media, Social Media Marketing, Social Skills, Marketing, Teamwork, Time Management, Team Leadership, Customer Satisfaction, Event Planning, Customer Service, Market Research
Education
Ryerson University
Bayview Glen 2004 — 2008
High School
RadiantGroup Media April 2015 - Present
Guardian Capital May 2014 - August 2014
Knowledge First Financial May 2012 - August 2013
Knowledge First Financial January 2011 - May 2011
Conundrum Capital Corporation May 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Coordination, Communication, Advertising, Social Media, Social Media Marketing, Social Skills, Marketing, Teamwork, Time Management, Team Leadership, Customer Satisfaction, Event Planning, Customer Service, Market Research
Education
Ryerson University
Bayview Glen 2004 — 2008
High School
Stephen O'Donnell's Guardian Capital Experience November 2013 - June 2014
Job Portfolio Manager
Industry Financial Services
Experience
Guardian Capital November 2013 - June 2014
BNY Mellon July 2009 - September 2013
Wachovia Securities Financial Network March 1985 - September 2008
Skills
Series 63, Fixed Income, Bonds, Trading, Series 7, Bloomberg, Securities, Asset Management, Equities, Capital Markets, FINRA, Electronic Trading, Series 24, Hedge Funds, Alternative Investments
Education
Duke University 1980 — 1983
Guardian Capital November 2013 - June 2014
BNY Mellon July 2009 - September 2013
Wachovia Securities Financial Network March 1985 - September 2008
Skills
Series 63, Fixed Income, Bonds, Trading, Series 7, Bloomberg, Securities, Asset Management, Equities, Capital Markets, FINRA, Electronic Trading, Series 24, Hedge Funds, Alternative Investments
Education
Duke University 1980 — 1983