HollisWealth, Global Wealth Management, Scotiabank
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HollisWealth, Global Wealth Management, Scotiabank Employees
HollisWealth, Global Wealth Management, Scotiabank January 2015 - Present
RBC October 2013 - January 2015
RBC December 2012 - October 2013
RBC April 2012 - September 2012
Capilano Golf and Country Club Limited April 2009 - September 2012
Skills
Research, Teamwork, Time Management, Data Analysis, Microsoft Office, Public Speaking, Critical Thinking, Statistics, PowerPoint, Leadership, Microsoft Excel, Qualitative Research, Report Writing, Customer Service, Team Leadership, Manage Client...
Education
Simon Fraser University
BBA, International Business & Economics Major
Canadian Securities Institue
Financial Planning Level 1
Canadian Securities Institute
Canadian Securities Course
BMO Private Banking March 2014 - Present
HollisWealth, Global Wealth Management, Scotiabank February 2013 - February 2014
Scotiabank January 2012 - May 2012
CIBC August 2010 - April 2011
Skills
Capital Markets, Investments, Securities, Trading, Analysis, Visio, Derivatives, Mutual Funds, Fixed Income, Equities, Bloomberg, Financial Analysis, Financial Modeling, Risk Management, Corporate Finance, Options, Wealth Management, Portfolio Management, Due Diligence
Education
Goodman School of Business at Brock University
Bachelor of Business Administration (BBA), Finance
HollisWealth, Global Wealth Management, Scotiabank July 2015 - August 2015
Wirkn June 2015 - August 2015
DECA Ontario June 2014 - July 2015
Global Vision December 2014 - June 2015
JS Investments June 2013 - June 2015
Ashoka's Catapult September 2014 - May 2015
Startup Weekend May 2014 - May 2015
MaRS Discovery District August 2014 - April 2015
The Globe and Mail May 2014 - February 2015
Target Alpha August 2013 - February 2015
Skills
Leadership, Public Speaking, Entrepreneurship, Event Planning, Fundraising, Teamwork, Time Management, Microsoft Office, Social Media, Research, Investments, Organizational..., Strategy, Brand Development, Pitching Ideas, Nonprofits, Social Networking, Event Management
Education
University of Pennsylvania - The Wharton School 2015 — 2019
Bachelor of Science in Economics
Markville Secondary School 2011 — 2015
Ontario Secondary School Diploma
New Hampshire Department of Justice - Office of the Attorney General August 2015 - Present
Levine & Blit, PLLC May 2015 - Present
University of New Hampshire Criminal Practice Clinic January 2015 - May 2015
Arya & Sher May 2014 - August 2014
HollisWealth, Global Wealth Management, Scotiabank May 2013 - August 2013
Scotiabank May 2009 - January 2013
Yale University August 2011 - August 2011
Kingston Legal Aid Clinic August 2009 - August 2009
Skills
Trial Advocacy, Litigation, Criminal Law, Legal Research, Customer Service, Research, Public Speaking, Time Management, Microsoft Word, Editing, Team Leadership, Critical Thinking, Reading Comprehension, Networking, Writing, English
Education
UNH School of Law 2013 — 2016
Juris Doctor (J.D.)
University of Ottawa / Université d'Ottawa 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
St. Thomas of Villanova College (High School) 2006 — 2009
High School Diploma
HollisWealth, Global Wealth Management, Scotiabank November 2014 - Present
HollisWealth, Global Wealth Management, Scotiabank August 2012 - Present
National Bank Financial March 2005 - August 2012
Skills
Investments, Equities, Mutual Funds, Wealth Management, Investment Strategies
Education
CSI 2005 — 2012
Canadian Securities & Financial Planning
The University of British Columbia 2003 — 2004
Postgraduate Diploma, Accounting
Perm State Pedagogical University (PSPU) 1985 — 1991
Bachelor of Arts, Linguistics
HollisWealth, Global Wealth Management, Scotiabank 2014 - Present
BMO Nesbitt Burns January 1998 - November 2014
Skills
Mortgage Lending, Banking, Mergers, Corporate Finance, Residential Mortgages, Business Strategy, Business Planning, Mutual Funds, Risk Management, Portfolio Management, Investment Advisory, Financial Advisory, Securities, Wealth, Financial Services, Insurance, Finance, Asset Allocation, Retirement, Wealth Management..., Alternative Investments, Relationship Management, Equities, Valuation, Private Equity, Capital Markets, Critical Illness, Disability Insurance, Fixed Income, Venture Capital, ETFs, Life Insurance, Economics, Real Estate, Hedge Funds, Bonds, Strategy, Business Analysis, New Business Development, Investment Management, Financial Planners, Estate Planning, Credit, Debt Consolidation, High Net Worth..., Loans, Investor Relations, Commercial Mortgages, Segregated Funds, Due Diligence
Education
Sisler High School 1990 — 1991
Graduated High School
Red River College
HollisWealth, Global Wealth Management, Scotiabank November 2013 - Present
DundeeWealth (DWM Securities Inc.) January 2005 - November 2013
DWM Securities Inc. ( Scotia Bank) 2010 - 2011
Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Portfolio Management, Retirement Planning, Wealth, Securities, Investment Advisory, Estate Planning, Asset Management, Strategic Financial..., Financial Advisory, Retirement
Education
Eric Hamber
Jamieson Elementary
The University of British Columbia
B.Comm, Commerce
HollisWealth, Global Wealth Management, Scotiabank July 2014 - Present
HollisWealth, Global Wealth Management, Scotiabank June 2011 - July 2014
Axys Stockbroking Limited December 2009 - March 2011
Asset4 Data Services Limited March 2007 - November 2009
Skills
Financial Services, Banking, Financial Markets, Trading, Retail Banking, Customer Service, Securities, Wealth Management, Investment Advisory, Mutual Funds, Portfolio Management
Education
Canadian Securities Institute 2015 — 2015
Trader Training Course
Canadian Securities Institute 2013 — 2013
Conduct and Practices HandBook
Canadian Securities Institute 2012 — 2012
Canadian Securities Course, Conduct and Practices Handbook Course
ifs School of Finance 2007 — 2009
Certificate for Financial Advisers (CeFA®), Financial Planning and Services
University of Mauritius 2003 — 2006
BSc, Finance with law
HollisWealth, Global Wealth Management, Scotiabank May 2011 - Present
Manulife Securities 2009 - March 2011
Skills
Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Investment Strategies, Asset Management, Equities, Asset Allocation, Finance, Financial Analysis, Financial Planning, Investments, Portfolio Management, Retirement, Securities, Strategic Financial...
Education
Babson College 2001 — 2005
Bachelors, Finance
HollisWealth, Global Wealth Management, Scotiabank March 2013 - Present
Insurance Advisor with Dundee Insurance Agency Ltd. January 2004 - March 2013
Cartier Partners Securities Inc. January 2000 - January 2004
Great Pacific Management October 1994 - December 1999
Skills
Estate Planning, Retirement Planning, Wealth Management, Investment Advisory, Securities, Investments, Retirement, Mutual Funds, Investment Strategies, Insurance, Portfolio Management, Finance, Financial Advisory, Wealth, Strategic Financial..., Asset Allocation, Investment Management, Tax, Financial Planners
Education
Canadian Securities Institute 2012 — 2013
Chartered Investment Manager (CIM)
Canadian Securities Institute
Professional Financial Planner Course
Life Underwriters Association
Level 2 Life Insurance Agent
Life Underwriters Association
Level 1 Life Underwriters Association training course
Canadian Securities Institute
Canadian Securities Course
The University of British Columbia 1982 — 1986
Bachelor of Arts (B.A.)
Handsworth Secondary School, North Vancouver
Shaw Communications January 2015 - Present
Adityas Dance School August 2014 - December 2014
HollisWealth, Global Wealth Management, Scotiabank June 2014 - August 2014
Investors Group May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, English, Microsoft Word, Outlook, Event Planning, Budgets, Event Management, Cross-functional Team..., Teamwork, Customer Service, Marketing Communications, Social Media Marketing, Time Management, Market Research, Sponsorship, Leadership, Marketing Strategy
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Marketing
American British Academy [ABA] 2006 — 2010
International Baccalaureate, High School/Secondary Diplomas and Certificates
HollisWealth, Global Wealth Management, Scotiabank August 2015 - Present
RBC January 2015 - June 2015
Rogers Communications June 2014 - February 2015
Public Mobile September 2013 - June 2014
Longo's May 2008 - October 2013
TELUS February 2013 - August 2013
Skills
Customer Service, Computers, Soft Skills, Interpersonal Skill, Inventory Management, Highly motivated..., Data Entry, Computer Repair, Always Punctual, Process Scheduler, Telephone Skills, Team Building, Troubleshooting, Social Media, Interpersonal Skills, PowerPoint, Problem Solving, Communication, Microsoft Excel, Customer Satisfaction, Microsoft Office, Time Management, Teamwork, Sales, Team Leadership, Microsoft Word, Leadership, Retail, Training, CRM, Customer Experience, Merchandising, Social Networking, Critical Thinking, Outlook, Research, Customer Retention, Mobile Devices, Strategic Planning, Sales Management, Call Centers, Marketing Communications
Education
Centennial College 2010 — 2012
St. Theresa of Lisieux C.H.S 2006 — 2010
O.S.S.D
.
HollisWealth, Global Wealth Management, Scotiabank May 2015 - Present
Scotiabank May 2014 - May 2015
Scotiabank February 2013 - May 2014
Scotiabank Global Wealth Management December 2011 - February 2013
Canadian Guide Dogs for the Blind September 2010 - November 2011
Bishop's University September 2009 - May 2010
Skills
Marketing Communications, Social Media, French, Public Relations, Event Management, Project Planning, Spanish, Teamwork, Strategic Communications, Sales, Social Networking, Corporate Communications, English, Management, Online Marketing, Social Media Marketing
Education
Bishop's University 2006 — 2010
B.B.A., Concentration in International Business & Finance. Minors in Economics & Hispanic Studies
Universitat d'Alacant 2009 — 2009
B.B.A., International Business
HollisWealth, Global Wealth Management, Scotiabank April 2015 - Present
HollisWealth, Global Wealth Management, Scotiabank July 2014 - April 2015
Bishop's University - SEED Portfolio September 2011 - April 2013
CFA Institute January 2013 - March 2013
VERICO TVH Mortgages April 2012 - August 2012
Skills
Research, Analysis, Teamwork, Leadership, Economics, Financial Analysis, Customer Service, Time Management, Data Analysis, Critical Thinking, PowerPoint, Microsoft Office, Business Analysis, Social Media, Management, Team Leadership, Portfolio Management, Excel, Word, Analytical Skills, Java, Maple, Microsoft CRM, Microsoft Excel
Education
Bishop's University 2010 — 2014
Bachelor of Science (BSc), Honours Math, Minor Business
St. Michael's College School 2002 — 2010
OSSD
CFA Institute
Level III Candidate in the CFA Program
HollisWealth, Global Wealth Management, Scotiabank November 2002 - Present
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Strategies, Investment Advisory, Investments, Asset Allocation, Strategic Financial..., Securities, Critical Illness, Fixed Income, Life Insurance, Insurance, Wealth Management..., Wealth, High Net Worth..., Wealth Preservation..., Portfolio Management, Asset Management, Financial Advisory, Estate Planning, Equities, Disability Insurance, Investment Management, Financial Planners, Alternative Investments, Bonds, Financial Services, Private Banking, Wealth Accumulation, Financial Planning
Education
Queen's University 2005 — 2006
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Alberta 1984 — 1988
BA, Political Science
HollisWealth, Global Wealth Management, Scotiabank September 2011 - Present
Manulife Securities Inc. October 2010 - September 2012
Manulife Securities January 2008 - October 2010
Skills
Mutual Funds, Investments, Retirement Planning, Wealth, Retirement, Strategic Financial..., Wealth Management, Financial Analysis, Investment Advisory, Financial Advisory, Tax, Pensions, Securities, Bonds, Investment Strategies, Trading
Education
Concordia University
B.COMM, Finance
Concordia University
Bachelor of Commerce (BCom), Finance
HollisWealth, Global Wealth Management, Scotiabank August 2015 - Present
HollisWealth, Global Wealth Management, Scotiabank May 2011 - Present
RBC Capital Markets February 2007 - April 2010
TD Meloche Monnex January 2004 - January 2007
Skills
Capital Markets, Investment Banking, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Research, Report Writing, Marketing Management, Communication, Process Improvement, Security Management, Risk Management, Economics, Project Management
Education
Queen's University 2010 — 2011
Master of Business Administration (MBA), Finance
University of Toronto 2002 — 2006
HBA, Economics
HollisWealth, Global Wealth Management, Scotiabank July 2015 - Present
Scotiabank July 2013 - July 2015
Scotiabank 2008 - 2013
Scotiabank 2006 - 2008
Skills
Internal Communications, Corporate Communications, Strategic Communications, Stakeholder Management, Communication Training, Communications Planning, Crisis Communications, Marketing Communications, Banking, Customer Service, Retail Banking, Leadership, Credit, Microsoft Office, Relationship Management, Financial Analysis, Coaching, Team Leadership, Portfolio Management, Time Management, Team Building, Risk Management, Loans
Education
Sheridan College 2001 — 2002
Post-Graduate degree, Marketing Management
University of Windsor 1997 — 2001
Bachelor of Arts (B.A.), Communications
HollisWealth, Global Wealth Management, Scotiabank June 2004 - Present
CAA Manitoba 2004 - Present
Winnipeg South End United 2008 - 2011
Johnson Controls 2000 - 2004
PTC 1996 - 1999
Xerox Canada 1991 - 1995
Skills
Insurance, Investments, Tax, Marketing Strategy, Public Speaking, Budget, Sales Management, Financial Analysis, Small Business, Leadership, Sales, Budgets, Customer Service, Business Strategy, New Business Development, Business Planning, Team Building, Entrepreneurship, Coaching, Analysis, Strategic Planning, Finance, Project Planning, Business Development, Estate Planning, Strategic Financial..., Retirement, Mergers & Acquisitions, Risk Management, Securities, Portfolio Management, Investment Strategies
Education
Regis University 2003 — 2008
MBA, Finance
University of Manitoba 1986 — 1991
Bachelor of Commerce (Hons), Marketing
HollisWealth, Global Wealth Management, Scotiabank September 2013 - Present
Dundee Wealth June 2005 - August 2013
CIBC World Markets December 2002 - May 2005
Merrill Lynch HSBC February 2001 - November 2002
Merrill Lynch Canada Ltd January 1991 - February 2001
Skills
Operations Management, Mutual Funds, Back Office, Process Engineering, Business Analysis, Reconciliations, Wealth Management, Securities, Problem Solving, Coaching, Building Strong Teams, Mentoring, Account Reconciliation, Analysis, Leadership, Financial Services, Insurance, Process Improvement, Risk Management, Business Requirements, Business Process..., Requirements Gathering, Equities, Portfolio Management, Vendor Management, SDLC, Management, Business Process, Requirements Analysis, Relationship Management, Team Leadership, Consulting
Education
Seneca College of Applied Arts and Technology
General Business
HollisWealth, Global Wealth Management, Scotiabank September 2010 - Present
Alberta School of Business, University of Alberta September 2012 - Present
Education
Ivey Business School at Western University 1987 — 1989
MBA
Queen's University 1980 — 1984
B.A.Sc., Mechanical Engineering
HollisWealth, Global Wealth Management, Scotiabank July 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance March 2014 - Present
Richardson GMP Limited April 2011 - January 2014
CIBC Wood Gundy November 2004 - April 2011
CIBC Wealth Management November 2004 - November 2006
CIBC Wealth Management March 1999 - November 2004
CIBC Wealth Management September 1998 - March 2000
Skills
Securities, Investments, Mutual Funds, Wealth Management, Asset Management, Financial Planning, Equities, Compliance, Options, Broker-Dealer Compliance, KYC, Investment Advisor..., Financial Services, AML, Investment Advisory, Trading
Education
Canadian Securities Institute 1998 — 2013
Certificate
Trent University 1994 — 1997
B.A., Anthropology
HollisWealth, Global Wealth Management, Scotiabank March 2015 - Present
Richardson GMP October 2010 - March 2015
ScotiaMcLeod, National Branch May 2010 - October 2010
Scotia Capital June 2009 - May 2010
Scotia Capital March 2007 - May 2009
Scotiabank May 2005 - February 2007
Skills
Securities, Investments, Equities, Wealth Management, Financial Risk, Derivatives, Trading, Capital Markets, Options, Mutual Funds, Asset Management, Fixed Income, Portfolio Management, Bloomberg, Banking, Training, Bonds, Credit, Investment Advisory, Analytical Reasoning, Time Management, Challenge Driven, Achieving Results, Compliance, Consistency, Strategic Financial..., Teamwork, Empathy, Distance Learning, Training Delivery, Research, Securities Regulation, Risk Assessment
Education
University of Toronto - Rotman School of Management 2014 — 2014
CSI Global Education 2008 — 2013
Certifications
Université de Marne-la-Vallée 2003 — 2004
Masters, International Labour Markets
Université Paris-Sorbonne 2003 — 2003
Business French Certification
1997 — 2001
Bachelor, Economics
HollisWealth, Global Wealth Management, Scotiabank August 2015 - Present
HollisWealth, Global Wealth Management, Scotiabank January 2015 - August 2015
CIBC January 2014 - December 2014
Mosaic Sales Solutions April 2012 - December 2013
American Express May 2011 - August 2011
Skills
Financial Planning, Investments, Credit Planning, Cash Flow Management, Marketing Communications, Team Leadership, Marketing Strategy, Critical Thinking, Budgets, Teamwork, Sales Operations, Microsoft Excel, Revenue Recognition, Cost Variance Analysis, Problem Solving, Strategic Planning, Financial Reporting, Business Strategy, Financial Analysis, Project Management, Market Analysis, Loyalty Programs, Customer Loyalty...
Education
Queen's University 2008 — 2012
HollisWealth, Global Wealth Management, Scotiabank February 2015 - Present
RBC Dominion Securities 2012 - 2014
United Securities LLC 2006 - 2011
Rasmala Investment Bank Ltd 2005 - 2006
Skills
expertise in building..., managing HNW..., Deep knowledge of..., Mutual Funds, Increasing Brand..., Private equity deals, Brokerage, Private Equity, Banking, Equities, Wealth Management..., Wealth Management, Portfolio Management, Trading, Financial Advisory, CRM, Credit Risk, Investments, Financial Modeling, Corporate Finance, Credit Analysis, High Net Worth..., Valuation, Financial Markets
Education
Georgia Southern University
Bachelor of Business Administration (BBA), Finance, General
HollisWealth, Global Wealth Management, Scotiabank May 2015 - Present
The Pickle Barrel Restaurants May 2014 - September 2014
SK8ON Hockey School March 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Management, Research, Microsoft Word, Leadership, Public Speaking, Analytical Skills, Mathematics, Critical Thinking
Education
Sacred Heart University 2013 — 2017
Bachelor of Science (B.S.), Mathematics, GPA: 3.9