Heritage Education Funds Inc.
Industry: Company
DescriptionFounded: 1965 Subsidiaries: Heritage Educational Foundation, Heritage Education Funds Inc., Asset Management Arm
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Heritage Education Funds Inc. Employees
Employee
Years
Job
Industry
Voula Martin Voula Martin's Heritage Education Funds Inc. Experience 2001 - 2004
Job Editor in Chief and Founding Partner Family Fun Media
Industry Online Media
Experience
Family Fun Canada 2010 - Present
Family Fun Calgary 2008 - Present
Heritage Education Funds Inc. 2001 - 2004
Boardwalk REIT 1998 - 2001
Skills
SEO, Social Media Marketing, Operations Management, Blogging, Digital Media, Digital Marketing, Digital Strategy, Human Factors, Social Networking, Wordpress, SEM, Entrepreneurship, Web Design, User Experience, New Media, Marketing, Product Management, Advertising, Time Management, WordPress, Marketing Strategy, Team Building, Social Media
Education
The University of Calgary 1994 — 1998
Bachelor's degree, Political Science and Government
Central Memorial High School 1991 — 1994
Family Fun Canada 2010 - Present
Family Fun Calgary 2008 - Present
Heritage Education Funds Inc. 2001 - 2004
Boardwalk REIT 1998 - 2001
Skills
SEO, Social Media Marketing, Operations Management, Blogging, Digital Media, Digital Marketing, Digital Strategy, Human Factors, Social Networking, Wordpress, SEM, Entrepreneurship, Web Design, User Experience, New Media, Marketing, Product Management, Advertising, Time Management, WordPress, Marketing Strategy, Team Building, Social Media
Education
The University of Calgary 1994 — 1998
Bachelor's degree, Political Science and Government
Central Memorial High School 1991 — 1994
Daniel Gal Daniel Gal's Heritage Education Funds Inc. Experience May 2013 - December 2013
Job Business Development at Language Research Development Group
Industry E-Learning
Experience
Language Research Development Group March 2014 - Present
Heritage Education Funds Inc. May 2013 - December 2013
Scotiabank January 2012 - January 2013
BMO October 2011 - January 2012
Skills
Investments, Mutual Funds, Financial Services, Trading, Mortgage Lending, Financial Analysis, Portfolio Management, Financial Modeling, Risk Management, Fixed Income, Corporate Finance, Equities, Finance, Securities, Capital Markets, Valuation, Accounting, Derivatives, Microsoft Excel, Analysis, Real Estate, Wealth Management, Business Development
Education
Concordia University 2008 — 2011
Bachelor of Commerce (BCom), Management
Dawson College 2004 — 2006
Diplôme d'études collégiales, Commerce
Language Research Development Group March 2014 - Present
Heritage Education Funds Inc. May 2013 - December 2013
Scotiabank January 2012 - January 2013
BMO October 2011 - January 2012
Skills
Investments, Mutual Funds, Financial Services, Trading, Mortgage Lending, Financial Analysis, Portfolio Management, Financial Modeling, Risk Management, Fixed Income, Corporate Finance, Equities, Finance, Securities, Capital Markets, Valuation, Accounting, Derivatives, Microsoft Excel, Analysis, Real Estate, Wealth Management, Business Development
Education
Concordia University 2008 — 2011
Bachelor of Commerce (BCom), Management
Dawson College 2004 — 2006
Diplôme d'études collégiales, Commerce
Claudia Gaona Claudia Gaona's Heritage Education Funds Inc. Experience March 2011 - December 2012
Job Human Resources Professional
Industry Computer Software
Experience
Heritage Education Funds Inc. March 2011 - December 2012
Microsoft Canada May 2007 - August 2008
Hewlett-Packard April 2001 - October 2002
Skills
HRIS, Human Resources, Process Improvement, Benefits Administration, Onboarding, Project Management, Performance Management, HR Policies, Employee Benefits, New Hire Orientations, Temporary Placement, Data Analysis
Education
Sheridan College 2006 — 2007
Posgraduate, Human Resource Management
Universidad de Los Andes 1992 — 1993
Posgraduate, Social Evaluation of Projects
Universidad de Los Andes 1985 — 1991
Bachelor of Applied Science (B.A.Sc.), Industrial Engineering
Heritage Education Funds Inc. March 2011 - December 2012
Microsoft Canada May 2007 - August 2008
Hewlett-Packard April 2001 - October 2002
Skills
HRIS, Human Resources, Process Improvement, Benefits Administration, Onboarding, Project Management, Performance Management, HR Policies, Employee Benefits, New Hire Orientations, Temporary Placement, Data Analysis
Education
Sheridan College 2006 — 2007
Posgraduate, Human Resource Management
Universidad de Los Andes 1992 — 1993
Posgraduate, Social Evaluation of Projects
Universidad de Los Andes 1985 — 1991
Bachelor of Applied Science (B.A.Sc.), Industrial Engineering
April Nolasco April Nolasco's Heritage Education Funds Inc. Experience
Job Marketing Assistant at Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc.
Skills
Marketing Communications, Marketing Strategy, Digital Marketing, Online Advertising, Direct Marketing, Public Relations, Social Media
Education
George Brown College
Heritage Education Funds Inc.
Skills
Marketing Communications, Marketing Strategy, Digital Marketing, Online Advertising, Direct Marketing, Public Relations, Social Media
Education
George Brown College
Jacky Cheng Jacky Cheng's Heritage Education Funds Inc. Experience September 2015 - Present
Job Sales Manager at Crius Financial Corporation
Industry Financial Services
Experience
Heritage Education Funds Inc. September 2015 - Present
Crius Financial Corporation June 2014 - Present
Crius Financial Service Corporation February 2009 - Present
Heritage Education Funds Inc. February 2009 - Present
Portfolio Strategies September 2006 - February 2009
Investors Group October 2005 - July 2006
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Long-term Care, Critical Illness, Asset Management
Education
New York Institute of Technology-Old Westbury 2002 — 2004
Master of Business Administration (MBA), Finance, General
Southeast University 1993 — 1997
Bachelor of Science (BS), Mechanical Engineering
Heritage Education Funds Inc. September 2015 - Present
Crius Financial Corporation June 2014 - Present
Crius Financial Service Corporation February 2009 - Present
Heritage Education Funds Inc. February 2009 - Present
Portfolio Strategies September 2006 - February 2009
Investors Group October 2005 - July 2006
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Long-term Care, Critical Illness, Asset Management
Education
New York Institute of Technology-Old Westbury 2002 — 2004
Master of Business Administration (MBA), Finance, General
Southeast University 1993 — 1997
Bachelor of Science (BS), Mechanical Engineering
Shimmer Gui Shimmer Gui's Heritage Education Funds Inc. Experience September 2010 - October 2014
Job Senior .NET Developer
Industry Financial Services
Experience
RBC January 2015 - Present
PriceMetrix Inc October 2013 - December 2014
Heritage Education Funds Inc September 2010 - October 2014
Synergies Design February 2009 - September 2010
RailCrewXpress June 2007 - November 2008
Intel Corp. February 2003 - March 2007
Skills
AJAX, .NET, jQuery, ASP.NET, WCF, SQL, Web Marketing, Web Applications, Web Services, Agile Methodologies, JavaScript, Ext JS, Node.JS, HTML 5, JSON, MongoDB, C#, HTML, Node.js, Design Patterns, SOA, UML, Web Development, CSS, Spring, XML, Git, Apache, HTML5
Education
Shanghai Jiao Tong University 1996 — 2000
Bachelor
RBC January 2015 - Present
PriceMetrix Inc October 2013 - December 2014
Heritage Education Funds Inc September 2010 - October 2014
Synergies Design February 2009 - September 2010
RailCrewXpress June 2007 - November 2008
Intel Corp. February 2003 - March 2007
Skills
AJAX, .NET, jQuery, ASP.NET, WCF, SQL, Web Marketing, Web Applications, Web Services, Agile Methodologies, JavaScript, Ext JS, Node.JS, HTML 5, JSON, MongoDB, C#, HTML, Node.js, Design Patterns, SOA, UML, Web Development, CSS, Spring, XML, Git, Apache, HTML5
Education
Shanghai Jiao Tong University 1996 — 2000
Bachelor
Gurpreet Arneja Gurpreet Arneja's Heritage Education Funds Inc. Experience May 2002 - Present
Job Branch Manager for Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc. May 2002 - Present
Voyages Lindberg Travel May 1992 - Present
Crazy Ducks 1999 - Present
Skills
Sales, Negotiation, Operations Management, Direct Sales, Market Research, CRM, Business Development, Customer Service, Cold Calling, Leadership, Process Improvement, Sales Process, Sales Management, Team Leadership, New Business Development, Time Management, Strategic Planning, Team Building, Account Management, Selling, Budgets, Marketing Strategy, Sales Operations
Education
CEGEP - John Abbott College 1988 — 2003
Bachelor of Commerce (B.Com.)
west island college 1983 — 1988
High School Diploma
Heritage Education Funds Inc. May 2002 - Present
Voyages Lindberg Travel May 1992 - Present
Crazy Ducks 1999 - Present
Skills
Sales, Negotiation, Operations Management, Direct Sales, Market Research, CRM, Business Development, Customer Service, Cold Calling, Leadership, Process Improvement, Sales Process, Sales Management, Team Leadership, New Business Development, Time Management, Strategic Planning, Team Building, Account Management, Selling, Budgets, Marketing Strategy, Sales Operations
Education
CEGEP - John Abbott College 1988 — 2003
Bachelor of Commerce (B.Com.)
west island college 1983 — 1988
High School Diploma
Alex Shi Alex Shi's Heritage Education Funds Inc. Experience March 2012 - Present
Job Financial Advisor at Citistar Financial Inc
Industry Education Management
Experience
Jdl Realty Inc., Brokerage February 2015 - Present
Citistar Financial Inc April 2013 - Present
Phoenix Financial Inc. July 2012 - Present
Heritage Education Funds Inc. March 2012 - Present
CST Consultants Inc. Branch 868 June 2011 - July 2012
Kumon North America June 2007 - September 2010
Skills
Outlook, PowerPoint, Excel, Coaching, Research, Sales, Higher Education, Strategy, Government, Access, Customer Service, Data Analysis, Team Building, Public Speaking, Microsoft Office
Education
East China Normal University 1987 — 1991
Bachelor, Political Education
Shanghai Normal University 1987 — 1991
Bachelor, Law of Bachelor
Jdl Realty Inc., Brokerage February 2015 - Present
Citistar Financial Inc April 2013 - Present
Phoenix Financial Inc. July 2012 - Present
Heritage Education Funds Inc. March 2012 - Present
CST Consultants Inc. Branch 868 June 2011 - July 2012
Kumon North America June 2007 - September 2010
Skills
Outlook, PowerPoint, Excel, Coaching, Research, Sales, Higher Education, Strategy, Government, Access, Customer Service, Data Analysis, Team Building, Public Speaking, Microsoft Office
Education
East China Normal University 1987 — 1991
Bachelor, Political Education
Shanghai Normal University 1987 — 1991
Bachelor, Law of Bachelor
Angela Lin Angela Lin's Heritage Education Funds Inc. Experience November 2014 - Present
Job Vice President, Legal & General Counsel at Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc. November 2014 - Present
President's Choice Financial November 2011 - October 2014
Borden Ladner Gervais LLP September 2005 - November 2011
Mattamy Homes May 2003 - April 2005
George Weston Bakeries September 2001 - August 2003
Skills
Management, Project Management, Mergers, Appeals, Banking, Contract Management, Legal Research, Mergers & Acquisitions, Legal Advice, Corporate Governance, Program Management, Commercial Litigation, Legal Writing, Business Strategy, Mediation, Corporate Law, Litigation, Contract Negotiation, Strategic Planning
Education
The University of Western Ontario 2003 — 2005
LLB, Law
University of Guelph 1999 — 2001
MsC, Human Biology and Nutritional Sciences, Food Sciences
McMaster University 1995 — 1999
BSc., Biochemistry
Heritage Education Funds Inc. November 2014 - Present
President's Choice Financial November 2011 - October 2014
Borden Ladner Gervais LLP September 2005 - November 2011
Mattamy Homes May 2003 - April 2005
George Weston Bakeries September 2001 - August 2003
Skills
Management, Project Management, Mergers, Appeals, Banking, Contract Management, Legal Research, Mergers & Acquisitions, Legal Advice, Corporate Governance, Program Management, Commercial Litigation, Legal Writing, Business Strategy, Mediation, Corporate Law, Litigation, Contract Negotiation, Strategic Planning
Education
The University of Western Ontario 2003 — 2005
LLB, Law
University of Guelph 1999 — 2001
MsC, Human Biology and Nutritional Sciences, Food Sciences
McMaster University 1995 — 1999
BSc., Biochemistry
Oral Rickards Oral Rickards's Heritage Education Funds Inc. Experience 2011 - 2013
Job Regional Director at Experior Financial Group
Industry Financial Services
Experience
Experior Financial Group June 2014 - Present
Experior Group April 2014 - June 2014
WFG World Group Securities 2007 - 2014
Heritage Education Funds Inc. 2011 - 2013
Rickards Business Solutions (RBS) 2007 - 2013
Skills
Investments, Insurance, Retirement, Entrepreneurship, Strategic Financial..., Financial Planners, Disability Insurance, Financial Planning, Financial Analysis, Retirement Planning, Coaching, Public Speaking, Social Networking, Marketing Strategy, Finance, Event Management, Management, Mutual Funds
Education
Sheridan College
Management Studies
UTECH
Experior Financial Group June 2014 - Present
Experior Group April 2014 - June 2014
WFG World Group Securities 2007 - 2014
Heritage Education Funds Inc. 2011 - 2013
Rickards Business Solutions (RBS) 2007 - 2013
Skills
Investments, Insurance, Retirement, Entrepreneurship, Strategic Financial..., Financial Planners, Disability Insurance, Financial Planning, Financial Analysis, Retirement Planning, Coaching, Public Speaking, Social Networking, Marketing Strategy, Finance, Event Management, Management, Mutual Funds
Education
Sheridan College
Management Studies
UTECH
Wai H. Leung Wai H. Leung's Heritage Education Funds Inc. Experience 2012 - 2014
Job Regional Sales Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial 2014 - Present
Heritage Education Funds Inc. 2012 - 2014
Global Financial 2009 - 2011
Combined Insurance, Subsidy of AON 1994 - 2008
Skills
Investments, New Business Development, Insurance, Relationship Management, Wealth Management, Business Development, Sales Management, Business Planning, Account Management, Coaching, Team Building, Strategic Financial..., Strategic Planning, Team Leadership, Project Planning, Direct Sales, Negotiation, Recruiting, Sales, Risk Management, Leadership, Marketing, Contract Negotiation, Management, Strategy, Training, Budgets, Sales Operations, CRM, Financial Services, Forecasting, Finance, Business Strategy, Mutual Funds, P&L Management, Sales Process, Product Development, Financial Analysis, Selling, Marketing Strategy, Executive Management, Cold Calling, Strategic Partnerships, Salesforce.com, Lead Generation, B2B, Retirement Planning, Entrepreneurship, Employee Benefits, Sales Presentations
Education
University of Manitoba
Bachelor of Arts, Economics
Sun Life Financial 2014 - Present
Heritage Education Funds Inc. 2012 - 2014
Global Financial 2009 - 2011
Combined Insurance, Subsidy of AON 1994 - 2008
Skills
Investments, New Business Development, Insurance, Relationship Management, Wealth Management, Business Development, Sales Management, Business Planning, Account Management, Coaching, Team Building, Strategic Financial..., Strategic Planning, Team Leadership, Project Planning, Direct Sales, Negotiation, Recruiting, Sales, Risk Management, Leadership, Marketing, Contract Negotiation, Management, Strategy, Training, Budgets, Sales Operations, CRM, Financial Services, Forecasting, Finance, Business Strategy, Mutual Funds, P&L Management, Sales Process, Product Development, Financial Analysis, Selling, Marketing Strategy, Executive Management, Cold Calling, Strategic Partnerships, Salesforce.com, Lead Generation, B2B, Retirement Planning, Entrepreneurship, Employee Benefits, Sales Presentations
Education
University of Manitoba
Bachelor of Arts, Economics
Shenali Sobers Shenali Sobers's Heritage Education Funds Inc. Experience July 2006 - November 2008
Job Commercial Real Estate/Site Development
Industry Telecommunications
Experience
Solar Power Network August 2012 - Present
Public Mobile September 2010 - August 2012
Heritage Education Funds Inc. July 2006 - November 2008
Heritage Education Funds Inc. July 2005 - July 2006
Skills
Microsoft Office, Budgets, Project Management, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Negotiation, Team Leadership, Sales, Time Management, Salesforce.com, Business Development, Contract Negotiation, New Business Development, Team Building, Strategic Planning, Customer Satisfaction, Sales Management
Education
Athabasca University
Bachelor Of Management
Durham College
Human Resources Management
Durham College
Computer Progamming
Solar Power Network August 2012 - Present
Public Mobile September 2010 - August 2012
Heritage Education Funds Inc. July 2006 - November 2008
Heritage Education Funds Inc. July 2005 - July 2006
Skills
Microsoft Office, Budgets, Project Management, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Negotiation, Team Leadership, Sales, Time Management, Salesforce.com, Business Development, Contract Negotiation, New Business Development, Team Building, Strategic Planning, Customer Satisfaction, Sales Management
Education
Athabasca University
Bachelor Of Management
Durham College
Human Resources Management
Durham College
Computer Progamming
Sarabjeet Ludhar Sarabjeet Ludhar's Heritage Education Funds Inc. Experience May 2012 - October 2014
Job Office Manager at Beyond Care Insurance Solutions Inc
Industry Insurance
Experience
Beyond Care Insurance Solutions Inc September 2014 - Present
Heritage Education Funds Inc. May 2012 - October 2014
BAFG INC. - Bedi & Associates Financial Group Inc. April 2010 - July 2014
world financial group, brampton April 2009 - March 2010
Sigan Industries inc August 2006 - March 2007
Skills
Coaching, Team Building, Employee Relations, Customer Service, Budget, Sales Management, Insurance, Team Leadership, Marketing, Marketing Strategy, Investments, Budgets, Financial Planners, Banking, Finance, Disability Insurance, Portfolio Management, Life Insurance, Selling, Mutual Funds, Wealth Management, Financial Services, Financial Advisory, Risk Management, Strategic Financial..., Estate Planning, Health Insurance, Pensions, Term Life Insurance, Fixed Annuities, Wealth Accumulation, Mortgage Lending, Retirement Planning, Retirement, Loans, Wealth, Investment Advisory, Small Business, Savings, Securities, Long-term Care, Income Protection, Long Term Care Insurance, Asset Management, Asset Allocation, Residential Mortgages, Investment Strategies, Retirement Savings, Money, Critical Illness
Education
Advocis 2013 — 2014
CHS(Certified Health Insurance Specialist), Life Insurance, Critical Illness Insurance & Estate Planning
Guru Nanak Dev University 1994 — 1997
B.A.Honours School, English Literature (British and Commonwealth)
Guru Nanak Dev University 1997 — 1999
Master of Arts (M.A.), English Literature (British and Commonwealth)
Beyond Care Insurance Solutions Inc September 2014 - Present
Heritage Education Funds Inc. May 2012 - October 2014
BAFG INC. - Bedi & Associates Financial Group Inc. April 2010 - July 2014
world financial group, brampton April 2009 - March 2010
Sigan Industries inc August 2006 - March 2007
Skills
Coaching, Team Building, Employee Relations, Customer Service, Budget, Sales Management, Insurance, Team Leadership, Marketing, Marketing Strategy, Investments, Budgets, Financial Planners, Banking, Finance, Disability Insurance, Portfolio Management, Life Insurance, Selling, Mutual Funds, Wealth Management, Financial Services, Financial Advisory, Risk Management, Strategic Financial..., Estate Planning, Health Insurance, Pensions, Term Life Insurance, Fixed Annuities, Wealth Accumulation, Mortgage Lending, Retirement Planning, Retirement, Loans, Wealth, Investment Advisory, Small Business, Savings, Securities, Long-term Care, Income Protection, Long Term Care Insurance, Asset Management, Asset Allocation, Residential Mortgages, Investment Strategies, Retirement Savings, Money, Critical Illness
Education
Advocis 2013 — 2014
CHS(Certified Health Insurance Specialist), Life Insurance, Critical Illness Insurance & Estate Planning
Guru Nanak Dev University 1994 — 1997
B.A.Honours School, English Literature (British and Commonwealth)
Guru Nanak Dev University 1997 — 1999
Master of Arts (M.A.), English Literature (British and Commonwealth)
Steve Fuh CPA CFE MBA Steve Fuh CPA CFE MBA's Heritage Education Funds Inc. Experience December 2011 - Present
Job Chief Financial Officer at Heritage Education Funds Inc.
Industry Banking
Experience
Heritage Education Funds Inc. December 2011 - Present
Credit Suisse July 1998 - July 2011
Gordon Capital June 1996 - July 1998
KPMG May 1993 - June 1996
Skills
Financial Analysis, Fixed Income, Capital Markets, Corporate Finance, Financial Risk, Risk Management, Banking, Portfolio Management, Real Estate, Derivatives, Real Estate Transactions, Investment Banking, Strategic Financial..., Asset Management, Securities, Investments, Finance, Financial Modeling, Mutual Funds, Valuation, Equities, Wealth Management, Financial Services, Bloomberg, Private Equity, Hedge Funds
Education
Heriot-Watt University 2004 — 2006
MBA, Management
University of Windsor 1992 — 1993
BComm, Accounting
The University of Western Ontario 1988 — 1991
BA, Economics
University of Illinois at Urbana-Champaign
CPA
Heritage Education Funds Inc. December 2011 - Present
Credit Suisse July 1998 - July 2011
Gordon Capital June 1996 - July 1998
KPMG May 1993 - June 1996
Skills
Financial Analysis, Fixed Income, Capital Markets, Corporate Finance, Financial Risk, Risk Management, Banking, Portfolio Management, Real Estate, Derivatives, Real Estate Transactions, Investment Banking, Strategic Financial..., Asset Management, Securities, Investments, Finance, Financial Modeling, Mutual Funds, Valuation, Equities, Wealth Management, Financial Services, Bloomberg, Private Equity, Hedge Funds
Education
Heriot-Watt University 2004 — 2006
MBA, Management
University of Windsor 1992 — 1993
BComm, Accounting
The University of Western Ontario 1988 — 1991
BA, Economics
University of Illinois at Urbana-Champaign
CPA
Heather Storey CRP Heather Storey CRP's Heritage Education Funds Inc. Experience August 2014 - Present
Job Director of Sales, Heritage Lead Associate Program Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc. August 2014 - Present
The Pampered Chef Canada Corp 2008 - August 2014
Recognition Professionals International 2012 - 2014
Club Intrawest- Intrawest Resort Club Group 2008 - 2008
New Image Painting- Authorized Service Provider for The Home Depot 2006 - 2008
The Pampered Chef 1999 - 2006
Beard Winter LLP 1989 - 2000
Skills
Sales Management, Business Development, Project Planning, Cross-functional Team..., New Business Development, Account Management, Training, Program Facilitation, Employee Recognition, Business Networking, Creative Solutions, Team Building, Network Marketing..., Network Marketing, Marketing, Recruiting, Direct Sales, Coaching, Leadership, Management, Marketing Strategy, Sales, Strategy, Strategic Planning, Customer Service
Education
Recognition Professionals International 2007 — 2014
Certified Recognition Professional (CRP), Employee Engagement and Recognition
Seneca College of Applied Arts and Technology 1987 — 1989
Diploma with High Honours, Legal Assistant/Paralegal
The University of Western Ontario 1984 — 1987
Bachelor of Arts, Political Science
Heritage Education Funds Inc. August 2014 - Present
The Pampered Chef Canada Corp 2008 - August 2014
Recognition Professionals International 2012 - 2014
Club Intrawest- Intrawest Resort Club Group 2008 - 2008
New Image Painting- Authorized Service Provider for The Home Depot 2006 - 2008
The Pampered Chef 1999 - 2006
Beard Winter LLP 1989 - 2000
Skills
Sales Management, Business Development, Project Planning, Cross-functional Team..., New Business Development, Account Management, Training, Program Facilitation, Employee Recognition, Business Networking, Creative Solutions, Team Building, Network Marketing..., Network Marketing, Marketing, Recruiting, Direct Sales, Coaching, Leadership, Management, Marketing Strategy, Sales, Strategy, Strategic Planning, Customer Service
Education
Recognition Professionals International 2007 — 2014
Certified Recognition Professional (CRP), Employee Engagement and Recognition
Seneca College of Applied Arts and Technology 1987 — 1989
Diploma with High Honours, Legal Assistant/Paralegal
The University of Western Ontario 1984 — 1987
Bachelor of Arts, Political Science
Rachelle Hingley Rachelle Hingley's Heritage Education Funds Inc. Experience October 2000 - Present
Job Product Manager at Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc. October 2000 - Present
Skills
Risk Management, Team Leadership, Marketing, Product Development, Sales, Customer Service, Marketing Communications, Management, Sales Management, Product Management, Leadership, B2B, Product Marketing, Salesforce.com, Relationship Management, Direct Sales, Account Management, Investments
Education
Durham College 1998 — 2000
Administration, Sports Administration
Heritage Education Funds Inc. October 2000 - Present
Skills
Risk Management, Team Leadership, Marketing, Product Development, Sales, Customer Service, Marketing Communications, Management, Sales Management, Product Management, Leadership, B2B, Product Marketing, Salesforce.com, Relationship Management, Direct Sales, Account Management, Investments
Education
Durham College 1998 — 2000
Administration, Sports Administration
Morgan McIndless Morgan McIndless's Heritage Education Funds Inc. Experience January 2011 - February 2014
Job Marketing Coordinator at Ticoon Technology
Industry Marketing and Advertising
Experience
Ticoon Technology March 2015 - Present
Healthy Start, Healthy Future March 2014 - March 2015
Heritage Education Funds Inc. January 2011 - February 2014
Skills
Social Media Marketing, Customer Service, Marketing, Social Networking, Teamwork, Social Media, Event Planning, Advertising, Customer Satisfaction, Leadership, Financial Services, Financial Technology, Makeup Artistry, RESP, Office Administration, Microsoft Office, Time Management, Cosmetics, Fashion
Education
George Brown College 2011 — 2013
Advanced Diploma, Business Administration Marketing
Ticoon Technology March 2015 - Present
Healthy Start, Healthy Future March 2014 - March 2015
Heritage Education Funds Inc. January 2011 - February 2014
Skills
Social Media Marketing, Customer Service, Marketing, Social Networking, Teamwork, Social Media, Event Planning, Advertising, Customer Satisfaction, Leadership, Financial Services, Financial Technology, Makeup Artistry, RESP, Office Administration, Microsoft Office, Time Management, Cosmetics, Fashion
Education
George Brown College 2011 — 2013
Advanced Diploma, Business Administration Marketing
David Lederle David Lederle's Heritage Education Funds Inc. Experience March 2010 - Present
Job Sales Representative at Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc. March 2010 - Present
Sylvan Learning October 2007 - June 2008
PLASP Child Care Services September 2007 - June 2008
Skills
Teaching, Mathematics Education, Saving for Education
Education
Niagara University 2009 — 2010
Bachelor of Professional Studies, Teacher Education
Brock University 2003 — 2007
BSc Honours, Mathematics
Heritage Education Funds Inc. March 2010 - Present
Sylvan Learning October 2007 - June 2008
PLASP Child Care Services September 2007 - June 2008
Skills
Teaching, Mathematics Education, Saving for Education
Education
Niagara University 2009 — 2010
Bachelor of Professional Studies, Teacher Education
Brock University 2003 — 2007
BSc Honours, Mathematics
Amar Bedi's Heritage Education Funds Inc. Experience 2005 - Present
Job Branch Manager
Industry Financial Services
Experience
Heritage Education Funds Inc. 2005 - Present
BAFG INC. - Bedi & Associates Financial Group Inc. 2005 - January 2015
Heritage Education Funds Inc. 1999 - 2004
Skills
Customer Service, Sales Management, Business Development, Microsoft Office, New Business Development, Certified Mortgage..., Retail, Risk Management, Critical Illness, Investments, MIS, Long Term Care Insurance, Sales, Insurance, Leadership, Strategic Financial..., Team Building, Negotiation, Disability Insurance, Strategic Planning, Operations Management, Life Insurance, Business Planning, Wealth Management, Accounting, Estate Planning, Group Insurance, Retirement Planning, Financial Planners, Mortgage Lending, Financial Planning
Education
Financial Planning Standards Council FPSC
CFP (Certified Financial Planner)
The Financial Advisors Association of Canada, ADVOCIS
CLU (Chartered Life Underwriter)
The Financial Services Commission of Ontario FSCO
Mortgage License
Ontario Real Estate Association OREA
Real Estate & Broker Licence
The Financial Services Commission of Ontario FSCO
LLQP (Life Licence Qualification Program)
RESP Dealers Association of Canada RESPDAC
BMPC (Branch Manager Proficiency Certification)
Ontario Securities Commission OSC
RESP License (Registered Educations Savings Plan)
Sheridan College
Marketing
Heritage Education Funds Inc. 2005 - Present
BAFG INC. - Bedi & Associates Financial Group Inc. 2005 - January 2015
Heritage Education Funds Inc. 1999 - 2004
Skills
Customer Service, Sales Management, Business Development, Microsoft Office, New Business Development, Certified Mortgage..., Retail, Risk Management, Critical Illness, Investments, MIS, Long Term Care Insurance, Sales, Insurance, Leadership, Strategic Financial..., Team Building, Negotiation, Disability Insurance, Strategic Planning, Operations Management, Life Insurance, Business Planning, Wealth Management, Accounting, Estate Planning, Group Insurance, Retirement Planning, Financial Planners, Mortgage Lending, Financial Planning
Education
Financial Planning Standards Council FPSC
CFP (Certified Financial Planner)
The Financial Advisors Association of Canada, ADVOCIS
CLU (Chartered Life Underwriter)
The Financial Services Commission of Ontario FSCO
Mortgage License
Ontario Real Estate Association OREA
Real Estate & Broker Licence
The Financial Services Commission of Ontario FSCO
LLQP (Life Licence Qualification Program)
RESP Dealers Association of Canada RESPDAC
BMPC (Branch Manager Proficiency Certification)
Ontario Securities Commission OSC
RESP License (Registered Educations Savings Plan)
Sheridan College
Marketing
Alexzandria (Ali) Johnson-Shteriev Alexzandria (Ali) Johnson-Shteriev's Heritage Education Funds Inc. Experience 2011 - Present
Job Director Marketing at Heritage Education Funds
Industry Marketing and Advertising
Experience
Heritage Education Funds Inc. 2011 - Present
Canadian Mother Resource 2011 - Present
Cyberplex 2009 - 2010
Kingsdale Shareholder Services 2007 - 2008
Hunter Medical Research Institute (HMRI) 2007 - 2007
Skills
Marketing Strategy, Public Relations, Project Management, Direct Marketing, Digital Marketing, Corporate Branding, Brand Management, Brand Awareness, Campaign Management, Marketing Communications, Event Planning, Online Brand Building, Team Management, Social Media Marketing, Online Advertising, Online Marketing, Team Building, Lead Generation, Social Media, SEO
Education
University of Newcastle 2006 — 2007
Masters, Marketing
Heritage Education Funds Inc. 2011 - Present
Canadian Mother Resource 2011 - Present
Cyberplex 2009 - 2010
Kingsdale Shareholder Services 2007 - 2008
Hunter Medical Research Institute (HMRI) 2007 - 2007
Skills
Marketing Strategy, Public Relations, Project Management, Direct Marketing, Digital Marketing, Corporate Branding, Brand Management, Brand Awareness, Campaign Management, Marketing Communications, Event Planning, Online Brand Building, Team Management, Social Media Marketing, Online Advertising, Online Marketing, Team Building, Lead Generation, Social Media, SEO
Education
University of Newcastle 2006 — 2007
Masters, Marketing
Taskia Azam Taskia Azam's Heritage Education Funds Inc. Experience July 2014 - June 2015
Job Freelance Graphic Designer at IGNITE Creations Corp.
Industry Graphic Design
Experience
IGNITE Creations Corp. July 2015 - Present
Mediaplanet June 2015 - Present
Heritage Education Funds Inc. July 2014 - June 2015
The Vital Group February 2015 - April 2015
Allegion, PLC February 2014 - April 2015
The Beer Store June 2014 - September 2014
United Network of Young Peacebuilders March 2014 - May 2014
Nuage Championship Rings February 2013 - May 2014
Agency 71 Inc. 2013 - 2014
Owlkids Books October 2013 - December 2013
Skills
Profficient in Adobe..., Typography, Graphic Design, Web Design, Posters, Packaging, Corporate Branding, Adobe Creative Suite, Logo Design, Graphics, Branding & Identity, Brochures, Image Manipulation, Flyers, Interaction Design, Layout
Education
Humber College 2008 — 2012
Advanced Diploma, Graphic Design, Honors
Humber College 2008 — 2009
Diploma, Design Foundation
Overseas School of Colombo 2005 — 2008
International Baccalaureate
IGNITE Creations Corp. July 2015 - Present
Mediaplanet June 2015 - Present
Heritage Education Funds Inc. July 2014 - June 2015
The Vital Group February 2015 - April 2015
Allegion, PLC February 2014 - April 2015
The Beer Store June 2014 - September 2014
United Network of Young Peacebuilders March 2014 - May 2014
Nuage Championship Rings February 2013 - May 2014
Agency 71 Inc. 2013 - 2014
Owlkids Books October 2013 - December 2013
Skills
Profficient in Adobe..., Typography, Graphic Design, Web Design, Posters, Packaging, Corporate Branding, Adobe Creative Suite, Logo Design, Graphics, Branding & Identity, Brochures, Image Manipulation, Flyers, Interaction Design, Layout
Education
Humber College 2008 — 2012
Advanced Diploma, Graphic Design, Honors
Humber College 2008 — 2009
Diploma, Design Foundation
Overseas School of Colombo 2005 — 2008
International Baccalaureate
Yekaterina Apanovich Yekaterina Apanovich's Heritage Education Funds Inc. Experience 2008 - August 2012
Job
Industry Information Technology and Services
Experience
Majesty Diamonds January 2014 - June 2015
Minogue Medical Inc. May 2013 - September 2013
Institut universitaire en santé mentale Douglas April 2013 - May 2013
Heritage Education Funds Inc. 2008 - August 2012
Hudson's Bay Company 2007 - 2008
Skills
Customer Service, Time Management, Data Entry, Teamwork, Office Administration, Communication skills, Word, Excel, Power Point, Access, Visio, Microsoft Project, C#, Visual Basic, SAP ERP, Microsoft Publisher, Visual Studio, Systems Analysis, Microsoft Excel, Microsoft Word, Cross-cultural..., Business Requirements, Event Management, Web Design, Microsoft Office, Accounting, Databases, System Development Life..., Information Systems, SAP, Training, SDLC, Data Analysis, Strategy, MS Project, Social Networking, Analysis, Project Management, Team Leadership, PowerPoint, System Administration, Entrepreneurship, Critical Thinking, Management, Leadership, Software Documentation, Communication
Education
Concordia University 2009 — 2012
Bachelor of Commerce (B.Com.), Management Information Systems
Dawson College 2007 — 2009
D.E.C., Commerce
Villa Maria 2001 — 2007
D.E.S., General
Majesty Diamonds January 2014 - June 2015
Minogue Medical Inc. May 2013 - September 2013
Institut universitaire en santé mentale Douglas April 2013 - May 2013
Heritage Education Funds Inc. 2008 - August 2012
Hudson's Bay Company 2007 - 2008
Skills
Customer Service, Time Management, Data Entry, Teamwork, Office Administration, Communication skills, Word, Excel, Power Point, Access, Visio, Microsoft Project, C#, Visual Basic, SAP ERP, Microsoft Publisher, Visual Studio, Systems Analysis, Microsoft Excel, Microsoft Word, Cross-cultural..., Business Requirements, Event Management, Web Design, Microsoft Office, Accounting, Databases, System Development Life..., Information Systems, SAP, Training, SDLC, Data Analysis, Strategy, MS Project, Social Networking, Analysis, Project Management, Team Leadership, PowerPoint, System Administration, Entrepreneurship, Critical Thinking, Management, Leadership, Software Documentation, Communication
Education
Concordia University 2009 — 2012
Bachelor of Commerce (B.Com.), Management Information Systems
Dawson College 2007 — 2009
D.E.C., Commerce
Villa Maria 2001 — 2007
D.E.S., General
SHARMILA NOTHOO SHARMILA NOTHOO's Heritage Education Funds Inc. Experience November 2013 - January 2014
Job HUMAN RESOURCE MANAGEMENT/BILINGUAL CUSTOMER SERVICE AGENT
Industry Human Resources
Experience
Government of Canada January 2014 - August 2014
Heritage Education Funds Inc. November 2013 - January 2014
Ontario Heritage Trust February 2013 - February 2013
Mauritius January 2002 - November 2012
Skills
Oral & Written..., Inter personal skills, Solid computer skills, Customer Service, Office Administration, Counseling Psychology, Law Enforcement..., Problem Solving, Fast-paced, Motivation, Stress Management, victim support
Education
University of Mauritius 2002 — 2006
Bachelor's degree, Human Resources Management/Personnel Administration, General
University of Mauritius 2002 — 2006
Government of Canada January 2014 - August 2014
Heritage Education Funds Inc. November 2013 - January 2014
Ontario Heritage Trust February 2013 - February 2013
Mauritius January 2002 - November 2012
Skills
Oral & Written..., Inter personal skills, Solid computer skills, Customer Service, Office Administration, Counseling Psychology, Law Enforcement..., Problem Solving, Fast-paced, Motivation, Stress Management, victim support
Education
University of Mauritius 2002 — 2006
Bachelor's degree, Human Resources Management/Personnel Administration, General
University of Mauritius 2002 — 2006
Courtney Nguyen Courtney Nguyen's Heritage Education Funds Inc. Experience January 2009 - Present
Job Desjardins Financial Security Personal Finance Expert
Industry Insurance
Experience
Heritage Education Funds Inc. January 2009 - Present
Desjardins Financial Security January 2008 - Present
Self-Employed June 2003 - January 2008
Education
Seneca College of Applied Arts and Technology 2000 — 2003
Business
Heritage Education Funds Inc. January 2009 - Present
Desjardins Financial Security January 2008 - Present
Self-Employed June 2003 - January 2008
Education
Seneca College of Applied Arts and Technology 2000 — 2003
Business
SeungSoo Paul Lee SeungSoo Paul Lee's Heritage Education Funds Inc. Experience August 2009 - Present
Job Broker at PPI Solutions BC Inc.
Industry Financial Services
Experience
PPI Solutions BC Inc. May 2012 - Present
YVR Green Coats, Vancouver Airport Authority May 2012 - Present
Heritage Education Funds Inc. August 2009 - Present
SMG Advisors Inc. March 2009 - April 2012
Investors Group Financial Services Inc. August 2007 - August 2008
Kookmin Bank December 1979 - October 2001
Republic of Korea Air Force November 1982 - September 1985
Skills
Investments, Financial Planners, Estate Planning, Retirement, Disability Insurance, Long-term Care, Financial Advisory, Critical Illness, Financial Services, Banking, Health Insurance, Loans, Retail Banking, Cash Management, Management, Personal Financial..., Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management
Education
CSI 2007 — 2009
Certificate of Completion, PFPC, CSC, IFIC
Douglas College 2004 — 2007
Certificate, Accounting
The Canadian Institute of Marketing 2000 — 2004
Diploma, Marketing
Busan Commercial High School 1977 — 1979
PPI Solutions BC Inc. May 2012 - Present
YVR Green Coats, Vancouver Airport Authority May 2012 - Present
Heritage Education Funds Inc. August 2009 - Present
SMG Advisors Inc. March 2009 - April 2012
Investors Group Financial Services Inc. August 2007 - August 2008
Kookmin Bank December 1979 - October 2001
Republic of Korea Air Force November 1982 - September 1985
Skills
Investments, Financial Planners, Estate Planning, Retirement, Disability Insurance, Long-term Care, Financial Advisory, Critical Illness, Financial Services, Banking, Health Insurance, Loans, Retail Banking, Cash Management, Management, Personal Financial..., Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management
Education
CSI 2007 — 2009
Certificate of Completion, PFPC, CSC, IFIC
Douglas College 2004 — 2007
Certificate, Accounting
The Canadian Institute of Marketing 2000 — 2004
Diploma, Marketing
Busan Commercial High School 1977 — 1979
Gurpreet Bajwa Gurpreet Bajwa's Heritage Education Funds Inc. Experience 2009 - 2010
Job Mortgage Development Manager
Industry Banking
Experience
Lonewolf Real Estate Technologies December 2012 - Present
Mortgage Alliance Maximum Results Financial Services, Reg 10224 June 2006 - June 2010
Heritage Education Funds Inc. 2009 - 2010
Mortgage Alliance 2006 - 2010
Skills
Credit, Mortgage Lending, Management, Investments, Budgets, Banking, Finance, Customer Service, Financial Analysis, Strategic Financial..., Insurance, Loans, First Time Home Buyers, Real Estate, Risk Management, Credit Analysis, Sales, Negotiation, Investment Properties
Education
Humber College 1995 — 2000
Business Management Diploma
Lonewolf Real Estate Technologies December 2012 - Present
Mortgage Alliance Maximum Results Financial Services, Reg 10224 June 2006 - June 2010
Heritage Education Funds Inc. 2009 - 2010
Mortgage Alliance 2006 - 2010
Skills
Credit, Mortgage Lending, Management, Investments, Budgets, Banking, Finance, Customer Service, Financial Analysis, Strategic Financial..., Insurance, Loans, First Time Home Buyers, Real Estate, Risk Management, Credit Analysis, Sales, Negotiation, Investment Properties
Education
Humber College 1995 — 2000
Business Management Diploma
Darren Senensky Darren Senensky's Heritage Education Funds Inc. Experience October 2006 - October 2013
Job Finance Manager at Georgetown Chrysler Dodge Jeep Fiat Ltd.
Industry Banking
Experience
Georgetown Chrysler Dodge Jeep Fiat Ltd. April 2011 - Present
Heritage Education Funds Inc. October 2006 - October 2013
Prestige Payment Systems Inc. July 2010 - April 2011
Heritage Education Funds Inc. January 2009 - August 2010
Ontario Motor Vehicle Industry Council 2003 - 2007
Skills
Account Management, Customer Service, Sales Management, Investments, Direct Sales, New Business Development, Insurance, Team Building, Negotiation, Relationship Management, Strategic Planning, Customer Retention, Sales, Selling
Education
Seneca College of Applied Arts and Technology 2000 — 2002
Computer Programming
Georgetown Chrysler Dodge Jeep Fiat Ltd. April 2011 - Present
Heritage Education Funds Inc. October 2006 - October 2013
Prestige Payment Systems Inc. July 2010 - April 2011
Heritage Education Funds Inc. January 2009 - August 2010
Ontario Motor Vehicle Industry Council 2003 - 2007
Skills
Account Management, Customer Service, Sales Management, Investments, Direct Sales, New Business Development, Insurance, Team Building, Negotiation, Relationship Management, Strategic Planning, Customer Retention, Sales, Selling
Education
Seneca College of Applied Arts and Technology 2000 — 2002
Computer Programming
Jaswinder K Paink Jaswinder K Paink's Heritage Education Funds Inc. Experience May 2011 - Present
Job Sales Representative at Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc. May 2011 - Present
Canada Loyal Financial July 2009 - Present
Canada Loyal Financial 2010 - 2011
Primerica June 2000 - August 2009
Skills
Insurance Planning, Investments, Accounting, Registered Education..., Financial Planners, Retirement, Fixed Annuities
Education
Sheridan College 1983 — 1992
Microcomputer Programming, Accounting/Taxation/Finance Specialist
Heritage Education Funds Inc. May 2011 - Present
Canada Loyal Financial July 2009 - Present
Canada Loyal Financial 2010 - 2011
Primerica June 2000 - August 2009
Skills
Insurance Planning, Investments, Accounting, Registered Education..., Financial Planners, Retirement, Fixed Annuities
Education
Sheridan College 1983 — 1992
Microcomputer Programming, Accounting/Taxation/Finance Specialist
Alexander Stepin Alexander Stepin's Heritage Education Funds Inc. Experience January 2009 - Present
Job Financial Advisor at Industrielle Alliance
Industry Financial Services
Experience
Heritage Education Funds Inc. January 2009 - Present
Industrielle Alliance July 2007 - Present
Skills
Mutual Funds, Wealth Management, Insurance, Retirement Planning, Investments, RESP, Strategic Financial..., Disability Insurance
Education
HEC Montréal 1995 — 1997
MBA, Finance
Heritage Education Funds Inc. January 2009 - Present
Industrielle Alliance July 2007 - Present
Skills
Mutual Funds, Wealth Management, Insurance, Retirement Planning, Investments, RESP, Strategic Financial..., Disability Insurance
Education
HEC Montréal 1995 — 1997
MBA, Finance
Luis Morales Neyra Luis Morales Neyra's Heritage Education Funds Inc. Experience 2011 - Present
Job FPSC Level 1™ Certificant in Financial Planning
Industry Financial Services
Experience
Transcard Financial Inc. January 2008 - Present
Desjardins Financial Security Independent Network June 2010 - Present
Heritage Education Funds Inc. 2011 - Present
Transcard Canada Limited 1999 - 2008
Skills
Financial Planning..., Mortgage Broker Agent, Risk Management, Insurance Planning, Critical Illness, Disability Insurance, Term Life Insurance, Health Insurance, Long Term Care, Group Benefits, Financial Planning, Retirement Planning, Savings, Investments, Segregated Funds, Estate Planning, Wealth Management, RESPs, Long-term Care, Financial Planners, Life Insurance, Investment Advisory, Employee Benefits, Wealth, Financial Analysis, Financial Advisory, Personal Finance, Investment Strategies, Insurance, Retirement, Pensions, RESP, Retirement Savings, Fixed Annuities, Asset Allocation, TFSA, Strategic Financial..., Mortgage Lending
Education
Canadian Securities Institute
Continuing Education Mini-Courses - Financial Planning, Insurance & Wealth Management
Canadian Securities Institute 2013 — 2014
CSI Capstone Course for CFP® Certification
Canadian Association Of Accredited Mortgage Professionals 2012 — 2012
Ontario Mortgage Agent Course
Canadian Securities Institute 2010 — 2011
Wealth Management Essentials Financial Planning Supplement Course
Advocis, The Financial Advisors Association of Canada 2009 — 2010
Life License Qualification Program (LLQP) - Life Insurance License
Canadian Securities Institute 2009 — 2010
Wealth Management Essentials Course
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Softrain Institute
SQL, PL-SQL and Oracle 7 courses
Saint Petersburg State Electrotechnical University "LETI"
Master of Science in Electronics Engineering, Specialty: Semiconductors and Dielectrics (Microelectronics)
University of Havana
Preparatory Course for Studying Abroad (Russian)
Transcard Financial Inc. January 2008 - Present
Desjardins Financial Security Independent Network June 2010 - Present
Heritage Education Funds Inc. 2011 - Present
Transcard Canada Limited 1999 - 2008
Skills
Financial Planning..., Mortgage Broker Agent, Risk Management, Insurance Planning, Critical Illness, Disability Insurance, Term Life Insurance, Health Insurance, Long Term Care, Group Benefits, Financial Planning, Retirement Planning, Savings, Investments, Segregated Funds, Estate Planning, Wealth Management, RESPs, Long-term Care, Financial Planners, Life Insurance, Investment Advisory, Employee Benefits, Wealth, Financial Analysis, Financial Advisory, Personal Finance, Investment Strategies, Insurance, Retirement, Pensions, RESP, Retirement Savings, Fixed Annuities, Asset Allocation, TFSA, Strategic Financial..., Mortgage Lending
Education
Canadian Securities Institute
Continuing Education Mini-Courses - Financial Planning, Insurance & Wealth Management
Canadian Securities Institute 2013 — 2014
CSI Capstone Course for CFP® Certification
Canadian Association Of Accredited Mortgage Professionals 2012 — 2012
Ontario Mortgage Agent Course
Canadian Securities Institute 2010 — 2011
Wealth Management Essentials Financial Planning Supplement Course
Advocis, The Financial Advisors Association of Canada 2009 — 2010
Life License Qualification Program (LLQP) - Life Insurance License
Canadian Securities Institute 2009 — 2010
Wealth Management Essentials Course
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Softrain Institute
SQL, PL-SQL and Oracle 7 courses
Saint Petersburg State Electrotechnical University "LETI"
Master of Science in Electronics Engineering, Specialty: Semiconductors and Dielectrics (Microelectronics)
University of Havana
Preparatory Course for Studying Abroad (Russian)
Eddie Hong Eddie Hong's Heritage Education Funds Inc. Experience October 2014 - Present
Job Sales and Marketing Coordinator at Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc. October 2014 - Present
Heritage Education Funds Inc. January 2010 - Present
Fidelity Investments December 2007 - April 2009
5th Business August 2006 - February 2007
Skills
Social Media
Education
CSI Global Education Inc
Certificate, Canadian Securities Course (CSC)
Seneca College of Applied Arts and Technology
Diploma, Creative Advertising (CAB)
Seneca College of Applied Arts and Technology
Certificate, Art Fundamentals (AFD)
Heritage Education Funds Inc. October 2014 - Present
Heritage Education Funds Inc. January 2010 - Present
Fidelity Investments December 2007 - April 2009
5th Business August 2006 - February 2007
Skills
Social Media
Education
CSI Global Education Inc
Certificate, Canadian Securities Course (CSC)
Seneca College of Applied Arts and Technology
Diploma, Creative Advertising (CAB)
Seneca College of Applied Arts and Technology
Certificate, Art Fundamentals (AFD)
Sean Cooper's Heritage Education Funds Inc. Experience March 2015 - Present
Job Personal Finance Expert and Financial Journalist for Hire
Industry Writing and Editing
Experience
Tangerine July 2014 - Present
RateSupermarket.ca November 2012 - Present
Toronto Star March 2013 - Present
The Globe and Mail August 2013 - Present
Heritage Education Funds Inc. March 2015 - Present
Intuit TurboTax November 2014 - Present
MoneySense Magazine June 2013 - Present
Mediaplanet April 2014 - Present
www.seancooperwriter.com October 2007 - Present
Retire Happy, Group Benefits Online January 2014 - Present
Skills
Personal Finance, Freelance Writing, Blogging, HTML, Microsoft Office, Facebook, Copywriting, Copy Editing, Writing, Magazines, Microsoft Excel, Real Estate, Residential Mortgages, Proofreading, Press Releases, Social Media Marketing, Web Design, Social Media, Investments, PHP, Wordpress, Twitter, Creative Writing, Word, Excel, Pensions, Pension Administration, Editorial, Feature Articles, Public Relations, Publishing, Ghostwriting, Interviewing Skills, WordPress, Microsoft Word, Editing, Journalism, Web Content, Newsletters, Publications
Education
Ryerson University 2007 — 2009
Bachelor of Commerce, Business Management
Centennial College 2004 — 2007
Ontario College Advanced Diploma with Honours, Business Administration
Glen Ames
Malvern Collegiate
Tangerine July 2014 - Present
RateSupermarket.ca November 2012 - Present
Toronto Star March 2013 - Present
The Globe and Mail August 2013 - Present
Heritage Education Funds Inc. March 2015 - Present
Intuit TurboTax November 2014 - Present
MoneySense Magazine June 2013 - Present
Mediaplanet April 2014 - Present
www.seancooperwriter.com October 2007 - Present
Retire Happy, Group Benefits Online January 2014 - Present
Skills
Personal Finance, Freelance Writing, Blogging, HTML, Microsoft Office, Facebook, Copywriting, Copy Editing, Writing, Magazines, Microsoft Excel, Real Estate, Residential Mortgages, Proofreading, Press Releases, Social Media Marketing, Web Design, Social Media, Investments, PHP, Wordpress, Twitter, Creative Writing, Word, Excel, Pensions, Pension Administration, Editorial, Feature Articles, Public Relations, Publishing, Ghostwriting, Interviewing Skills, WordPress, Microsoft Word, Editing, Journalism, Web Content, Newsletters, Publications
Education
Ryerson University 2007 — 2009
Bachelor of Commerce, Business Management
Centennial College 2004 — 2007
Ontario College Advanced Diploma with Honours, Business Administration
Glen Ames
Malvern Collegiate
Silvia Vides Perez's Heritage Education Funds Inc. Experience September 2013 - June 2015
Job Social Media and Marketing Professional
Industry Marketing and Advertising
Experience
Madison Group of Companies June 2015 - Present
Heritage Education Funds Inc. September 2013 - June 2015
Heritage Education Funds Inc. May 2013 - September 2013
PANDORA A/S November 2012 - April 2013
Shoppers Drug Mart June 2007 - March 2013
SBr@nco Creative Media February 2012 - February 2013
Skills
Social Media Marketing, Social Media, Facebook, Teamwork, Time Management, Customer Service, Microsoft Office, Blogging, Marketing, Market Research, Digital Marketing, PowerPoint, Public Relations, Email Marketing, Social Networking, Photoshop, Critical Thinking, Marketing Communications, Online Marketing, Public Speaking, Video Editing, Word, Excel, Research, English, Promotions, Problem Solving, Adobe Creative Suite, Administration, Audio Editing, Retail, Microsoft Excel, Microsoft Word, Mac, YouTube, Press Releases, Digital Media, Spanish, Access, Market Planning, Illustrator, WordPress, Google Analytics, Twitter, Pinterest, Fashion, Corporate Website...
Education
Ryerson University 2010 — 2013
Bachelor of Commerce (B.Com.)
Humber College 2008 — 2010
Business Administration Advance Diploma
Madison Group of Companies June 2015 - Present
Heritage Education Funds Inc. September 2013 - June 2015
Heritage Education Funds Inc. May 2013 - September 2013
PANDORA A/S November 2012 - April 2013
Shoppers Drug Mart June 2007 - March 2013
SBr@nco Creative Media February 2012 - February 2013
Skills
Social Media Marketing, Social Media, Facebook, Teamwork, Time Management, Customer Service, Microsoft Office, Blogging, Marketing, Market Research, Digital Marketing, PowerPoint, Public Relations, Email Marketing, Social Networking, Photoshop, Critical Thinking, Marketing Communications, Online Marketing, Public Speaking, Video Editing, Word, Excel, Research, English, Promotions, Problem Solving, Adobe Creative Suite, Administration, Audio Editing, Retail, Microsoft Excel, Microsoft Word, Mac, YouTube, Press Releases, Digital Media, Spanish, Access, Market Planning, Illustrator, WordPress, Google Analytics, Twitter, Pinterest, Fashion, Corporate Website...
Education
Ryerson University 2010 — 2013
Bachelor of Commerce (B.Com.)
Humber College 2008 — 2010
Business Administration Advance Diploma
Bala Lajos's Heritage Education Funds Inc. Experience August 2014 - Present
Job Director of Training and Sales Support at Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc. August 2014 - Present
Knowledge First Financial March 2012 - August 2014
Knowledge First Financial February 2009 - March 2012
USC Education Savings Plans Inc. April 2006 - February 2009
SS&C Technologies 2004 - 2006
Telespectrum 2000 - 2004
Skills
Coaching, Change Management, Performance Management, Strategic Planning, Sales Management, Process Improvement, Salesforce Training, Agency Development, Sales Leadership..., Report Writing, E-Learning, training implementation, Training, Sales, Risk Management, Analysis, Project Planning, Business Development, Management, Customer Service, Public Speaking, Organizational...
Education
Seneca College of Applied Arts and Technology 2005 — 2007
Degree
International Academy of Design and Merchandising 2000 — 2002
Digital Media Design
Heritage Education Funds Inc. August 2014 - Present
Knowledge First Financial March 2012 - August 2014
Knowledge First Financial February 2009 - March 2012
USC Education Savings Plans Inc. April 2006 - February 2009
SS&C Technologies 2004 - 2006
Telespectrum 2000 - 2004
Skills
Coaching, Change Management, Performance Management, Strategic Planning, Sales Management, Process Improvement, Salesforce Training, Agency Development, Sales Leadership..., Report Writing, E-Learning, training implementation, Training, Sales, Risk Management, Analysis, Project Planning, Business Development, Management, Customer Service, Public Speaking, Organizational...
Education
Seneca College of Applied Arts and Technology 2005 — 2007
Degree
International Academy of Design and Merchandising 2000 — 2002
Digital Media Design
Albert He's Heritage Education Funds Inc. Experience November 2013 - March 2014
Job Software Consultant, Solution Designer at Suncor Energy
Industry Computer Software
Experience
Suncor Energy October 2014 - Present
SNC-Lavalin Operations & Maintenance April 2008 - Present
Paisley Products of Canada Incorporated September 2011 - Present
Heritage Education Funds Inc. November 2013 - March 2014
Teradata December 2011 - July 2013
Globalpayments Canada June 2006 - December 2010
SCI November 2007 - April 2008
Skills
SSIS, Microsoft SQL Server, ASP.NET, C#, T-SQL, .NET, WCF, SSRS, XML, Visual Studio, IIS, LINQ, Web Services, Crystal Reports, VB.NET, jQuery, Software Development, ASP, AJAX, Web Applications, SharePoint, SDLC, SOA, SQL, Software Design, Requirements Analysis, Databases, ADO.NET, UML, ASP.NET MVC, Architecture, WPF, XSLT, Test Driven Development, Visual Basic, Oracle, JavaScript, Design Patterns, Enterprise Architecture, VBScript, Agile Methodologies, Software Project..., Web Development, PL/SQL, DB2, Architectures, Java, ETL, Data Warehousing, BizTalk
Education
Fuzhou University 1979 — 1983
Bachelor of Engineering (BEng)
Suncor Energy October 2014 - Present
SNC-Lavalin Operations & Maintenance April 2008 - Present
Paisley Products of Canada Incorporated September 2011 - Present
Heritage Education Funds Inc. November 2013 - March 2014
Teradata December 2011 - July 2013
Globalpayments Canada June 2006 - December 2010
SCI November 2007 - April 2008
Skills
SSIS, Microsoft SQL Server, ASP.NET, C#, T-SQL, .NET, WCF, SSRS, XML, Visual Studio, IIS, LINQ, Web Services, Crystal Reports, VB.NET, jQuery, Software Development, ASP, AJAX, Web Applications, SharePoint, SDLC, SOA, SQL, Software Design, Requirements Analysis, Databases, ADO.NET, UML, ASP.NET MVC, Architecture, WPF, XSLT, Test Driven Development, Visual Basic, Oracle, JavaScript, Design Patterns, Enterprise Architecture, VBScript, Agile Methodologies, Software Project..., Web Development, PL/SQL, DB2, Architectures, Java, ETL, Data Warehousing, BizTalk
Education
Fuzhou University 1979 — 1983
Bachelor of Engineering (BEng)
Bruce Elliott's Heritage Education Funds Inc. Experience September 1997 - September 2008
Job Senior Manager Business Development at CST Consultants Inc.
Industry Financial Services
Experience
CST Consultants Inc. July 2009 - Present
RESPDAC 2011 - 2012
CST Consultants Inc. 2009 - 2009
Heritage Education Funds Inc. September 1997 - September 2008
RESPAC 2004 - 2008
The Empire Life Insurance Company 1995 - 1997
The Paul Revere Insurance Company 1990 - 1995
London Life Insurance Company 1979 - 1989
Skills
Coaching, New Business Development, Account Management, Business Development, Sales, Sales Management, Financial Planning, Financial Services, Management, Relationship Management, Business Analysis, Strategic Planning, Customer Service
Education
University of Manitoba 1974 — 1979
B. Comm (Hons), Marketing
CST Consultants Inc. July 2009 - Present
RESPDAC 2011 - 2012
CST Consultants Inc. 2009 - 2009
Heritage Education Funds Inc. September 1997 - September 2008
RESPAC 2004 - 2008
The Empire Life Insurance Company 1995 - 1997
The Paul Revere Insurance Company 1990 - 1995
London Life Insurance Company 1979 - 1989
Skills
Coaching, New Business Development, Account Management, Business Development, Sales, Sales Management, Financial Planning, Financial Services, Management, Relationship Management, Business Analysis, Strategic Planning, Customer Service
Education
University of Manitoba 1974 — 1979
B. Comm (Hons), Marketing
Alexander Sergeyev's Heritage Education Funds Inc. Experience August 2010 - Present
Job Financial, Insurance, and Tax Advisor
Industry Financial Services
Experience
Centum One Financial Group Inc. Lic # 10758 July 2015 - Present
PPI Solutions Inc. January 2012 - Present
Heritage Education Funds Inc. August 2010 - Present
Insurance Supermarket Inc. July 2013 - Present
A&V Accounting and Financial Services December 2001 - Present
CENTUM National Mortgage Loans Inc. July 2010 - July 2015
Skills
Finance, Insurance, Financial Planning, Accounting, Strategic Financial..., Life Insurance, Disability Insurance, Investments, Financial Planners, Securities, QuickBooks, Portfolio Management, Employee Benefits, Critical Illness, Personal Financial..., Customer Service, Residential Mortgages, Tax Returns, Bookkeeping, Tax Preparation, Health Insurance, Fixed Annuities, Sales, Negotiation, Critical Illness..., Living Benefits, Group Insurance, Group Benefit Plans, Segregated Funds, Guaranteed Lifetime..., Non-medical insurance, Guaranteed Issue..., Marketing, Marketing Strategy, Retirement Planning, Small Business, Loans, Mortgage Lending, Microsoft Office, Financial Analysis
Education
Business Career College 2011 — 2011
Life License Qualification Program
Kaliningrad State Technical University 1977 — 1982
Bachelor of Applied Science (BASc)
Centum One Financial Group Inc. Lic # 10758 July 2015 - Present
PPI Solutions Inc. January 2012 - Present
Heritage Education Funds Inc. August 2010 - Present
Insurance Supermarket Inc. July 2013 - Present
A&V Accounting and Financial Services December 2001 - Present
CENTUM National Mortgage Loans Inc. July 2010 - July 2015
Skills
Finance, Insurance, Financial Planning, Accounting, Strategic Financial..., Life Insurance, Disability Insurance, Investments, Financial Planners, Securities, QuickBooks, Portfolio Management, Employee Benefits, Critical Illness, Personal Financial..., Customer Service, Residential Mortgages, Tax Returns, Bookkeeping, Tax Preparation, Health Insurance, Fixed Annuities, Sales, Negotiation, Critical Illness..., Living Benefits, Group Insurance, Group Benefit Plans, Segregated Funds, Guaranteed Lifetime..., Non-medical insurance, Guaranteed Issue..., Marketing, Marketing Strategy, Retirement Planning, Small Business, Loans, Mortgage Lending, Microsoft Office, Financial Analysis
Education
Business Career College 2011 — 2011
Life License Qualification Program
Kaliningrad State Technical University 1977 — 1982
Bachelor of Applied Science (BASc)
Dalwinder Gill's Heritage Education Funds Inc. Experience January 2002 - February 2009
Job Telecommunications Conformity Assessment Officer at Industry Canada / Industrie Canada
Industry Research
Experience
Industry Canada / Industrie Canada November 2009 - Present
National Research Council April 2008 - November 2009
Heritage Education Funds Inc. January 2002 - February 2009
JDSU March 2001 - April 2008
Education
Southern Alberta Institute of Technology 2009 — 2011
Electrical and Electronics Engineering
Industry Canada / Industrie Canada November 2009 - Present
National Research Council April 2008 - November 2009
Heritage Education Funds Inc. January 2002 - February 2009
JDSU March 2001 - April 2008
Education
Southern Alberta Institute of Technology 2009 — 2011
Electrical and Electronics Engineering
Henrietta |Ovwigho's Heritage Education Funds Inc. Experience October 2012 - August 2013
Job Registered Practical Nurse
Industry Hospital & Health Care
Experience
Humber College September 2013 - April 2015
Heritage Education Funds Inc. October 2012 - August 2013
H & R Block Canada September 2010 - August 2013
Ingram Micro, Canada August 2010 - 2011
Dangote Group of Companies January 2001 - March 2009
Deloitte Consulting 1994 - 2000
Skills
Tax Preparation, Tax
Education
Humber College 2013 — 2015
Practical Nursing, Registered Practical Nursing
George Brown College, Toronto 2009 — 2010
Post Graduate, Financial Planning
Auchi Polytechnic, Nigeria 1988 — 1993
Diploma, Accounting
Federal Government Girls College, Benin City
High School
Humber College September 2013 - April 2015
Heritage Education Funds Inc. October 2012 - August 2013
H & R Block Canada September 2010 - August 2013
Ingram Micro, Canada August 2010 - 2011
Dangote Group of Companies January 2001 - March 2009
Deloitte Consulting 1994 - 2000
Skills
Tax Preparation, Tax
Education
Humber College 2013 — 2015
Practical Nursing, Registered Practical Nursing
George Brown College, Toronto 2009 — 2010
Post Graduate, Financial Planning
Auchi Polytechnic, Nigeria 1988 — 1993
Diploma, Accounting
Federal Government Girls College, Benin City
High School
Jiandong Li's Heritage Education Funds Inc. Experience October 2014 - Present
Job Finance Advisor and Education Funds Specialist
Industry Information Technology and Services
Experience
Sun Life Financial October 2014 - Present
Heritage Education Funds Inc. October 2014 - Present
Conservative Party of Canada October 2014 - October 2014
World Wide Peace Effort Starting from Canada July 2014 - September 2014
Canscene Inc December 2013 - August 2014
Central Hospital Of Montreal University and Douglas Hospital August 2013 - October 2013
Canscene Inc May 2013 - August 2013
Komiko Restaurant October 2012 - February 2013
Fengye Culture and Art Center September 2011 - March 2012
Uptime Food Company October 2011 - February 2012
Skills
C, C++, Information Security, Cryptography, Mathematical Modeling, Business Analysis, Core Java, JavaScript, Microsoft SQL Server, MySQL, Data mining, Bussiness Development, Eclipse, J2EE Web Services, J2EE Application..., Weblogic Server, Linux bash script, HTML5, Political Science, Philosophy, Finance, life Insurance
Education
Concordia University 2010 — 2013
Master's degree, Information System Security
John Molson School of Concordia University 2009 — 2012
Graduate Diploma, Business Administration
Concordia University 2006 — 2008
Computer Science
Harbin Institute of Technology 2002 — 2005
Master, Computer Science
Northeastern University (CN) 1994 — 1998
Bachelor of Engineering (B.Eng.), Applied Computer Techniques
Harbin No.1 Senior High School 1991 — 1994
Sun Life Financial October 2014 - Present
Heritage Education Funds Inc. October 2014 - Present
Conservative Party of Canada October 2014 - October 2014
World Wide Peace Effort Starting from Canada July 2014 - September 2014
Canscene Inc December 2013 - August 2014
Central Hospital Of Montreal University and Douglas Hospital August 2013 - October 2013
Canscene Inc May 2013 - August 2013
Komiko Restaurant October 2012 - February 2013
Fengye Culture and Art Center September 2011 - March 2012
Uptime Food Company October 2011 - February 2012
Skills
C, C++, Information Security, Cryptography, Mathematical Modeling, Business Analysis, Core Java, JavaScript, Microsoft SQL Server, MySQL, Data mining, Bussiness Development, Eclipse, J2EE Web Services, J2EE Application..., Weblogic Server, Linux bash script, HTML5, Political Science, Philosophy, Finance, life Insurance
Education
Concordia University 2010 — 2013
Master's degree, Information System Security
John Molson School of Concordia University 2009 — 2012
Graduate Diploma, Business Administration
Concordia University 2006 — 2008
Computer Science
Harbin Institute of Technology 2002 — 2005
Master, Computer Science
Northeastern University (CN) 1994 — 1998
Bachelor of Engineering (B.Eng.), Applied Computer Techniques
Harbin No.1 Senior High School 1991 — 1994
satwant virdi's Heritage Education Funds Inc. Experience March 2012 - August 2012
Job Customer Service Rep
Industry Restaurants
Experience
Canada Post / Postes Canada November 2014 - Present
McDonald's Canada July 2013 - Present
Mac Dar Enterprises April 2008 - June 2013
Heritage Education Funds Inc. March 2012 - August 2012
Education
The Maharaja Sayajirao University of Baroda 1989 — 1992
Bachelor of Commerce (B.Com.), Accounting
Canada Post / Postes Canada November 2014 - Present
McDonald's Canada July 2013 - Present
Mac Dar Enterprises April 2008 - June 2013
Heritage Education Funds Inc. March 2012 - August 2012
Education
The Maharaja Sayajirao University of Baroda 1989 — 1992
Bachelor of Commerce (B.Com.), Accounting
Karen Barbowski's Heritage Education Funds Inc. Experience November 2007 - January 2011
Job Senior Graphic Design Professional
Industry Graphic Design
Experience
Maple Downs Golf & Country Club April 2009 - November 2011
Heritage Education Funds Inc. November 2007 - January 2011
TransCore LinkLogistics Inc March 2005 - November 2007
Skills
Creative Direction
Education
International Academy of Design 1998 — 1999
Digital Media, Digital Media Design
York University 1994 — 1997
BA, Mass Communications and Social Science
Maple Downs Golf & Country Club April 2009 - November 2011
Heritage Education Funds Inc. November 2007 - January 2011
TransCore LinkLogistics Inc March 2005 - November 2007
Skills
Creative Direction
Education
International Academy of Design 1998 — 1999
Digital Media, Digital Media Design
York University 1994 — 1997
BA, Mass Communications and Social Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY