HollisWealth, Scotiabank Global Wealth & Insurance
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HollisWealth, Scotiabank Global Wealth & Insurance Employees
Employee
Years
Job
Industry
Michael Stoller CFP®, CIM®, FCSI Michael Stoller CFP®, CIM®, FCSI's HollisWealth, Scotiabank Global Wealth & Insurance Experience February 2011 - Present
Job Portfolio Manager & Senior Investment Advisor at HollisWealth & Insurance Advisor at HollisWealth Insurance Agency Ltd.
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance February 2011 - Present
HollisWealth Insurance Agency Ltd. November 2005 - Present
DundeeWealth Inc. November 2005 - February 2011
Berkshire Securities Inc. August 1998 - November 2005
LGM Graphics 1996 - 1997
Skills
Certified Financial..., Senior Investment..., Chartered Investment..., Fellow of the Canadian..., Insurance, Tax Planning, Retirement Planning, Education Planning, Health Spending, Mortgage Services, Wealth Management, DundeeWealth, Customized Financial..., Financial Services, Investments, Financial Planners, Investment Advisory, Estate Planning, Investment Strategies, Financial Advisory, Portfolio Management, Investment Management, Finance, Mutual Funds, Wealth, Retirement, High Net Worth..., Wealth Management..., Asset Allocation, Disability Insurance, Securities, Life Insurance, Strategic Financial..., Alternative Investments, Asset Management, Fixed Annuities, Pensions, Term Life Insurance, Equities, Critical Illness, Relationship Management, Risk Management, Fixed Income, Mortgage Marketing, Financial Planning
Education
Fellow of the Canadian Securities Institute
Chartered Investment Manager
CERTIFIED FINANCIAL PLANNER ®
University of Manitoba 1992 — 1996
Bachelor of Commerce (Hons.), Marketing/Finance
HollisWealth, Scotiabank Global Wealth & Insurance February 2011 - Present
HollisWealth Insurance Agency Ltd. November 2005 - Present
DundeeWealth Inc. November 2005 - February 2011
Berkshire Securities Inc. August 1998 - November 2005
LGM Graphics 1996 - 1997
Skills
Certified Financial..., Senior Investment..., Chartered Investment..., Fellow of the Canadian..., Insurance, Tax Planning, Retirement Planning, Education Planning, Health Spending, Mortgage Services, Wealth Management, DundeeWealth, Customized Financial..., Financial Services, Investments, Financial Planners, Investment Advisory, Estate Planning, Investment Strategies, Financial Advisory, Portfolio Management, Investment Management, Finance, Mutual Funds, Wealth, Retirement, High Net Worth..., Wealth Management..., Asset Allocation, Disability Insurance, Securities, Life Insurance, Strategic Financial..., Alternative Investments, Asset Management, Fixed Annuities, Pensions, Term Life Insurance, Equities, Critical Illness, Relationship Management, Risk Management, Fixed Income, Mortgage Marketing, Financial Planning
Education
Fellow of the Canadian Securities Institute
Chartered Investment Manager
CERTIFIED FINANCIAL PLANNER ®
University of Manitoba 1992 — 1996
Bachelor of Commerce (Hons.), Marketing/Finance
Christian Legazpi Christian Legazpi's HollisWealth, Scotiabank Global Wealth & Insurance Experience May 2014 - October 2014
Job Sauder School of Business BCom Candidate | Finance & International Business
Industry Capital Markets
Experience
UBC REC 2013 - Present
APEC Business Advisory Council-Asian Institute of Management June 2015 - September 2015
Finance Division - Sauder School of Business at UBC October 2014 - January 2015
HollisWealth, Scotiabank Global Wealth & Insurance May 2014 - October 2014
Tommy Hilfiger May 2011 - June 2013
AGL Treasury Services Ltd 2012 - 2013
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Teaching, Budgets, Leadership, Teamwork, Adaptability, People Skills, Building Relationships
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (BCom), Finance and International Business
KEDGE Business School 2015 — 2015
Study Abroad, Finance and Supply Chain
Université Laval 2013 — 2013
5-Week French Immersion, French Language
UBC REC 2013 - Present
APEC Business Advisory Council-Asian Institute of Management June 2015 - September 2015
Finance Division - Sauder School of Business at UBC October 2014 - January 2015
HollisWealth, Scotiabank Global Wealth & Insurance May 2014 - October 2014
Tommy Hilfiger May 2011 - June 2013
AGL Treasury Services Ltd 2012 - 2013
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Teaching, Budgets, Leadership, Teamwork, Adaptability, People Skills, Building Relationships
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (BCom), Finance and International Business
KEDGE Business School 2015 — 2015
Study Abroad, Finance and Supply Chain
Université Laval 2013 — 2013
5-Week French Immersion, French Language
Craig Rosenstein's HollisWealth, Scotiabank Global Wealth & Insurance Experience April 2014 - December 2014
Job Project Associate, B.Sc. at Six Degrees Medical Consulting
Industry Pharmaceuticals
Experience
Six Degrees Medical Consulting August 2015 - Present
AMG Medical Inc. July 2015 - August 2015
McCann Complete Medical June 2013 - June 2015
HollisWealth, Scotiabank Global Wealth & Insurance April 2014 - December 2014
Y Country Camp June 2012 - August 2012
Perreault, Wolman, Grzywacz, & Co. Chartered Accountants April 2012 - June 2012
Skills
Marketing, Social Skills, Microsoft Office, Microsoft Excel, Teamwork, Event Planning, Research, Medical Communications, Problem Solving, Sales, PowerPoint, Social Networking, Market Research, Marketing Communications, Customer Service, CME, Medical Writing, New Client Acquisitions, Business Relationship..., Telemarketing
Education
Concordia University 2011 — 2015
Bachelor of Science (B.S.), Psychology
Dawson College 2009 — 2011
Diploma of College Studies, Health Sciences
Six Degrees Medical Consulting August 2015 - Present
AMG Medical Inc. July 2015 - August 2015
McCann Complete Medical June 2013 - June 2015
HollisWealth, Scotiabank Global Wealth & Insurance April 2014 - December 2014
Y Country Camp June 2012 - August 2012
Perreault, Wolman, Grzywacz, & Co. Chartered Accountants April 2012 - June 2012
Skills
Marketing, Social Skills, Microsoft Office, Microsoft Excel, Teamwork, Event Planning, Research, Medical Communications, Problem Solving, Sales, PowerPoint, Social Networking, Market Research, Marketing Communications, Customer Service, CME, Medical Writing, New Client Acquisitions, Business Relationship..., Telemarketing
Education
Concordia University 2011 — 2015
Bachelor of Science (B.S.), Psychology
Dawson College 2009 — 2011
Diploma of College Studies, Health Sciences
Richard Geller Richard Geller's HollisWealth, Scotiabank Global Wealth & Insurance Experience 2006 - Present
Job HollisWealth, Investment Advisor
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance 2006 - Present
Manulife Securities June 2002 - March 2006
Skills
Wealth Management, Investment Strategies, Risk Management, Alternative Investments, Investment Banking, Retirement Planning, Client Relations, Marketing, Retirement Savings, Financial Planning, Asset Allocation, Debt Management, Personnel Supervision, Investments, Marketing Strategy, Mutual Funds, Financial Services, Investment Advisory, Insurance
Education
Concordia University 1999 — 2001
Bachelor of Commerce (BCom), Finance, General
HollisWealth, Scotiabank Global Wealth & Insurance 2006 - Present
Manulife Securities June 2002 - March 2006
Skills
Wealth Management, Investment Strategies, Risk Management, Alternative Investments, Investment Banking, Retirement Planning, Client Relations, Marketing, Retirement Savings, Financial Planning, Asset Allocation, Debt Management, Personnel Supervision, Investments, Marketing Strategy, Mutual Funds, Financial Services, Investment Advisory, Insurance
Education
Concordia University 1999 — 2001
Bachelor of Commerce (BCom), Finance, General
Arnaud Wolf Arnaud Wolf's HollisWealth, Scotiabank Global Wealth & Insurance Experience September 2014 - Present
Job Master's Student, Financial Engineering HEC Montréal
Industry Financial Services
Experience
LionGuard Capital Management Inc. May 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance September 2014 - Present
Palladium Productions Inc. January 2012 - Present
Kognitive Marketing September 2012 - September 2014
Kognitive Marketing April 2012 - September 2012
Mango March 2011 - December 2011
Skills
Financial Analysis, Business Analysis, Corporate Finance, Analytics, Project Management, Team Leadership, Communication, Event Planning, Networking, Bloomberg Terminal, Leadership, Lead generation, Microsoft Excel
Education
Université de Montréal - HEC Montréal 2015 — 2016
Master of Science in Administration (M.Sc.), Financial Engineering
Université de Montréal - HEC Montréal 2011 — 2014
Bilingual Bachelor of Business Administration (B.B.A.), Honor Distinction, Finance
서울대학교 2011 — 2012
Student Exchange Program, Business Administration
Collège Jean de Brébeuf 2009 — 2011
Diploma of College Studies, Social Sciences and Mathematics
LionGuard Capital Management Inc. May 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance September 2014 - Present
Palladium Productions Inc. January 2012 - Present
Kognitive Marketing September 2012 - September 2014
Kognitive Marketing April 2012 - September 2012
Mango March 2011 - December 2011
Skills
Financial Analysis, Business Analysis, Corporate Finance, Analytics, Project Management, Team Leadership, Communication, Event Planning, Networking, Bloomberg Terminal, Leadership, Lead generation, Microsoft Excel
Education
Université de Montréal - HEC Montréal 2015 — 2016
Master of Science in Administration (M.Sc.), Financial Engineering
Université de Montréal - HEC Montréal 2011 — 2014
Bilingual Bachelor of Business Administration (B.B.A.), Honor Distinction, Finance
서울대학교 2011 — 2012
Student Exchange Program, Business Administration
Collège Jean de Brébeuf 2009 — 2011
Diploma of College Studies, Social Sciences and Mathematics
Claudia Petroro Claudia Petroro's HollisWealth, Scotiabank Global Wealth & Insurance Experience 2008 - May 2011
Job
Industry Financial Services
Experience
BMO Financial Group May 2011 - December 2011
HollisWealth, Scotiabank Global Wealth & Insurance 2008 - May 2011
Education
Universitat Autònoma de Barcelona 2013 — 2014
Master's Degree in Economics and Business Administration
L’École Supérieure du Commerce Extérieur 2012 — 2012
International Student Exchange Program
Concordia University 2009 — 2012
Bachelor of Commerce (B.Com.), Major: Finance, Minor: International Business
BMO Financial Group May 2011 - December 2011
HollisWealth, Scotiabank Global Wealth & Insurance 2008 - May 2011
Education
Universitat Autònoma de Barcelona 2013 — 2014
Master's Degree in Economics and Business Administration
L’École Supérieure du Commerce Extérieur 2012 — 2012
International Student Exchange Program
Concordia University 2009 — 2012
Bachelor of Commerce (B.Com.), Major: Finance, Minor: International Business
Lindsay Thom's HollisWealth, Scotiabank Global Wealth & Insurance Experience June 2006 - Present
Job Branch Manager at HollisWealth
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance June 2006 - Present
Skills
Customer Service, Retirement Planning, Sales, Business Planning, Analysis, Coaching, Estate Planning, Investments, Marketing
Education
Carleton University 2000 — 2004
BA, Theory of Architecture
HollisWealth, Scotiabank Global Wealth & Insurance June 2006 - Present
Skills
Customer Service, Retirement Planning, Sales, Business Planning, Analysis, Coaching, Estate Planning, Investments, Marketing
Education
Carleton University 2000 — 2004
BA, Theory of Architecture
Sheldon Gray Sheldon Gray's HollisWealth, Scotiabank Global Wealth & Insurance Experience 2000 - Present
Job Senior Investment Advisor, HollisWealth
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance 2000 - Present
Skills
Investments, Retirement Planning, Equities, Wealth Management, Investment Strategies, Alternative Investments, Securities, Investment Advisory, Estate Planning, Wealth Management..., Risk Management, Financial Services, Fixed Income, Insurance, Strategic Financial..., Wealth
Education
Memorial University of Newfoundland 1990 — 1994
BComm
Canadian Securities Institute
Certified Financial Planner
Canadian Securities Institute
Professional Financial Planning Course
Insurance Council of BC
Life Insurance Agent
Canadian Securities Institute
Canadian Securities Course
HollisWealth, Scotiabank Global Wealth & Insurance 2000 - Present
Skills
Investments, Retirement Planning, Equities, Wealth Management, Investment Strategies, Alternative Investments, Securities, Investment Advisory, Estate Planning, Wealth Management..., Risk Management, Financial Services, Fixed Income, Insurance, Strategic Financial..., Wealth
Education
Memorial University of Newfoundland 1990 — 1994
BComm
Canadian Securities Institute
Certified Financial Planner
Canadian Securities Institute
Professional Financial Planning Course
Insurance Council of BC
Life Insurance Agent
Canadian Securities Institute
Canadian Securities Course
Randy Harrison, CSA, SIA Randy Harrison, CSA, SIA's HollisWealth, Scotiabank Global Wealth & Insurance Experience November 2013 - Present
Job Insurance Branch at HollisWealth, Scotiabank Global Wealth & Insurance
Industry Insurance
Experience
Advanced Planning Insurance Group March 2014 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - Present
Advanced Planning Insurance Group January 2000 - Present
Skills
Health Insurance, Term Life Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Long-term Care, Umbrella Insurance, Medicare, Universal Life, Critical Illness, Small Business, Brokers, Retirement Planning, Long Term Care Insurance, Retirement, Whole Life, Financial Planners
Education
Algonquin College of Applied Arts and Technology 1979 — 1981
Real Estate and Property Management, College/University Preparatory and Advanced High School/Secondary Diploma Program
Colonel by high school 1974 — 1978
High school Grade 12
Advanced Planning Insurance Group March 2014 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - Present
Advanced Planning Insurance Group January 2000 - Present
Skills
Health Insurance, Term Life Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Long-term Care, Umbrella Insurance, Medicare, Universal Life, Critical Illness, Small Business, Brokers, Retirement Planning, Long Term Care Insurance, Retirement, Whole Life, Financial Planners
Education
Algonquin College of Applied Arts and Technology 1979 — 1981
Real Estate and Property Management, College/University Preparatory and Advanced High School/Secondary Diploma Program
Colonel by high school 1974 — 1978
High school Grade 12
Mara Quarin, CPA,CA, CFP Mara Quarin, CPA,CA, CFP's HollisWealth, Scotiabank Global Wealth & Insurance Experience March 2013 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance March 2013 - Present
Manulife Securities September 2009 - March 2013
Investors Group Financial Services Inc. October 2006 - September 2009
RSM Richter February 2005 - April 2005
BDO Canada March 2004 - June 2004
SNG Collins Barrow January 2001 - March 2003
BDO Canada January 1998 - January 2001
Frackt Piro & Woodfine September 1995 - December 1997
TD September 1987 - August 1995
Skills
Strategic Financial..., Tax, Investments, Retirement Planning, Estate Planning, Insurance, Risk Management, Wealth Management, Financial Planning
Education
Bayridge High School 1994 — 1998
McGill University 1988 — 1992
B.Comm., Accounting and Real Estate
HollisWealth, Scotiabank Global Wealth & Insurance March 2013 - Present
Manulife Securities September 2009 - March 2013
Investors Group Financial Services Inc. October 2006 - September 2009
RSM Richter February 2005 - April 2005
BDO Canada March 2004 - June 2004
SNG Collins Barrow January 2001 - March 2003
BDO Canada January 1998 - January 2001
Frackt Piro & Woodfine September 1995 - December 1997
TD September 1987 - August 1995
Skills
Strategic Financial..., Tax, Investments, Retirement Planning, Estate Planning, Insurance, Risk Management, Wealth Management, Financial Planning
Education
Bayridge High School 1994 — 1998
McGill University 1988 — 1992
B.Comm., Accounting and Real Estate
Adam Zweig Adam Zweig's HollisWealth, Scotiabank Global Wealth & Insurance Experience June 2014 - September 2014
Job Candidate for Juris Doctor (Queen's University 2017)
Industry Financial Services
Experience
Daurio & Franklin LLP May 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2014 - September 2014
1118 Bistro 2013 - 2014
Scotiabank April 2013 - September 2013
DundeeWealth Inc. (Scotiabank) May 2012 - September 2012
DundeeWealth Inc. (Scotiabank) May 2011 - September 2011
Seal The Deal - Home Exterior Care July 2010 - September 2010
Skills
Time Management, Marketing, Microsoft Office, Teamwork, Team Leadership, Sales, Customer Service, Leadership, Microsoft Excel, Social Media, Outlook, Investments, Finance, Microsoft Word, Market Research, Marketing Strategy, PowerPoint, Social Media Marketing, Caseware, Accounting, Analysis, Financial Analysis, Advertising, Inventory Management, Research, Online Marketing, Business Analysis, Retail, Budgets, Social Networking, Editing, Management
Education
Queen's University 2014 — 2017
Juris Doctor (J.D.), Law
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2009 — 2014
Honours Bachelors of Administrative Studies, Finance
Thornhill Secondary School 2005 — 2009
High School Diploma, English and Business Studies
Daurio & Franklin LLP May 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2014 - September 2014
1118 Bistro 2013 - 2014
Scotiabank April 2013 - September 2013
DundeeWealth Inc. (Scotiabank) May 2012 - September 2012
DundeeWealth Inc. (Scotiabank) May 2011 - September 2011
Seal The Deal - Home Exterior Care July 2010 - September 2010
Skills
Time Management, Marketing, Microsoft Office, Teamwork, Team Leadership, Sales, Customer Service, Leadership, Microsoft Excel, Social Media, Outlook, Investments, Finance, Microsoft Word, Market Research, Marketing Strategy, PowerPoint, Social Media Marketing, Caseware, Accounting, Analysis, Financial Analysis, Advertising, Inventory Management, Research, Online Marketing, Business Analysis, Retail, Budgets, Social Networking, Editing, Management
Education
Queen's University 2014 — 2017
Juris Doctor (J.D.), Law
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2009 — 2014
Honours Bachelors of Administrative Studies, Finance
Thornhill Secondary School 2005 — 2009
High School Diploma, English and Business Studies
Lorenzo Pederzani, CFA's HollisWealth, Scotiabank Global Wealth & Insurance Experience November 2010 - Present
Job Senior Investment & Insurance Advisor
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance November 2010 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2010 - Present
Morgan International September 2012 - Present
Investors Group Financial Services Inc. July 2004 - November 2010
McGill Alumni Association of Vancouver December 2004 - December 2007
Summer Sundays Society February 2001 - January 2005
TAP Solutions January 2001 - November 2001
Students’ Society of McGill University May 1998 - April 1999
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Strategic Financial..., Wealth Management, Mutual Funds, Retirement, Financial Advisory, Investment Strategies, Life Insurance, Management, Portfolio Management, Investment Management, Employee Benefits, Team Leadership, Securities, Financial Planners, Finance, Critical Illness, Wealth, Asset Allocation, Wealth Management..., Fixed Annuities, Disability Insurance, Investment Advisory, Wealth Accumulation, Bonds, Certified Financial..., Asset Management, High Net Worth..., Segregated Funds, Pensions, Retirement Savings, Financial Services, Alternative Investments, Term Life Insurance, Personal Finance, Strategy, Equities, ETFs, Risk Management, Long-term Care, Financial Planning
Education
ITI 2000 — 2000
AIT, Diploma in Applied Information Technology
McGill University 1994 — 1999
Bachelor of Arts (BA), Political Philosophy & Economics, Honours
St. George's School 1988 — 1994
Secondary School
The Scots College 1983 — 1988
Elementary School
HollisWealth, Scotiabank Global Wealth & Insurance November 2010 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2010 - Present
Morgan International September 2012 - Present
Investors Group Financial Services Inc. July 2004 - November 2010
McGill Alumni Association of Vancouver December 2004 - December 2007
Summer Sundays Society February 2001 - January 2005
TAP Solutions January 2001 - November 2001
Students’ Society of McGill University May 1998 - April 1999
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Strategic Financial..., Wealth Management, Mutual Funds, Retirement, Financial Advisory, Investment Strategies, Life Insurance, Management, Portfolio Management, Investment Management, Employee Benefits, Team Leadership, Securities, Financial Planners, Finance, Critical Illness, Wealth, Asset Allocation, Wealth Management..., Fixed Annuities, Disability Insurance, Investment Advisory, Wealth Accumulation, Bonds, Certified Financial..., Asset Management, High Net Worth..., Segregated Funds, Pensions, Retirement Savings, Financial Services, Alternative Investments, Term Life Insurance, Personal Finance, Strategy, Equities, ETFs, Risk Management, Long-term Care, Financial Planning
Education
ITI 2000 — 2000
AIT, Diploma in Applied Information Technology
McGill University 1994 — 1999
Bachelor of Arts (BA), Political Philosophy & Economics, Honours
St. George's School 1988 — 1994
Secondary School
The Scots College 1983 — 1988
Elementary School
Laura Chanin, CFP® Laura Chanin, CFP®'s HollisWealth, Scotiabank Global Wealth & Insurance Experience October 2006 - Present
Job Investment Advisor at HollisWealth and Insurance Advisor at HollisWealth Insurance Agency Ltd.
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance October 2006 - Present
Ashton College August 2008 - August 2010
Investors Group Financial Services Inc. September 2000 - September 2006
Delta Credit Union April 1999 - July 2000
H&R Block January 1997 - April 1999
Open Learning Agency May 1996 - March 1999
Ministry of Advanced Education April 1995 - January 1996
BC Hydro August 1987 - January 1994
Skills
Financial Planners, Estate Planning, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Retirement, Wealth, Financial Advisory, Investment Strategies, Investment Advisory, Fixed Annuities, Wealth Management, Small Business, Finance, Employee Benefits, Insurance, Life Insurance, Asset Allocation, Wealth Accumulation, Financial Services, Asset Management, Securities, Wealth Management..., Personal Finance, Disability Insurance, Critical Illness, Long-term Care, Pensions, Bonds, Term Life Insurance, Retirement Savings, Personal Financial..., Investment Management, Mortgage Lending, Residential Mortgages, Alternative Investments, Trading, Segregated Funds, Options, Financial Risk, Relationship Management, Financial Markets, Risk Management, Savings, Hedge Funds, Banking, Financial Planning
Education
The University of British Columbia 1984 — 1987
B. Commerce, Marketing
HollisWealth, Scotiabank Global Wealth & Insurance October 2006 - Present
Ashton College August 2008 - August 2010
Investors Group Financial Services Inc. September 2000 - September 2006
Delta Credit Union April 1999 - July 2000
H&R Block January 1997 - April 1999
Open Learning Agency May 1996 - March 1999
Ministry of Advanced Education April 1995 - January 1996
BC Hydro August 1987 - January 1994
Skills
Financial Planners, Estate Planning, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Retirement, Wealth, Financial Advisory, Investment Strategies, Investment Advisory, Fixed Annuities, Wealth Management, Small Business, Finance, Employee Benefits, Insurance, Life Insurance, Asset Allocation, Wealth Accumulation, Financial Services, Asset Management, Securities, Wealth Management..., Personal Finance, Disability Insurance, Critical Illness, Long-term Care, Pensions, Bonds, Term Life Insurance, Retirement Savings, Personal Financial..., Investment Management, Mortgage Lending, Residential Mortgages, Alternative Investments, Trading, Segregated Funds, Options, Financial Risk, Relationship Management, Financial Markets, Risk Management, Savings, Hedge Funds, Banking, Financial Planning
Education
The University of British Columbia 1984 — 1987
B. Commerce, Marketing
Vic Aujla CFP® Vic Aujla CFP®'s HollisWealth, Scotiabank Global Wealth & Insurance Experience May 2014 - July 2015
Job Senior Financial Advisor at CIBC Imperial Service
Industry Financial Services
Experience
CIBC July 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance May 2014 - July 2015
Infinity One Financial Inc. August 2011 - April 2014
Investors Group Financial Services Inc. May 2009 - August 2011
Skills
Strategic Financial..., Retirement Planning, Process Improvement, Wealth Management, Financial Planners, Investments, Retirement, Estate Planning, Mutual Funds, Time Management, Pensions, Customer Service, Microsoft Excel, Wealth, Investment Advisory, Investment Strategies, Public Speaking, Portfolio Management, Insurance, Financial Analysis, Teamwork, Critical Illness, Financial Planning
Education
Ryerson University 2004 — 2008
Bachelor of Commerce (Hons), Finance/Accounting
Heart Lake Secondary School
CIBC July 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance May 2014 - July 2015
Infinity One Financial Inc. August 2011 - April 2014
Investors Group Financial Services Inc. May 2009 - August 2011
Skills
Strategic Financial..., Retirement Planning, Process Improvement, Wealth Management, Financial Planners, Investments, Retirement, Estate Planning, Mutual Funds, Time Management, Pensions, Customer Service, Microsoft Excel, Wealth, Investment Advisory, Investment Strategies, Public Speaking, Portfolio Management, Insurance, Financial Analysis, Teamwork, Critical Illness, Financial Planning
Education
Ryerson University 2004 — 2008
Bachelor of Commerce (Hons), Finance/Accounting
Heart Lake Secondary School
Helen Boyd's HollisWealth, Scotiabank Global Wealth & Insurance Experience March 2013 - Present
Job Independent Accounting Professional
Industry Accounting
Experience
Hart-Well Electrical October 2014 - Present
HollisWealth, Scotiabank Global Wealth & Insurance March 2013 - Present
Self Employed January 2002 - Present
Q107 1991 - 1996
Q107 1990 - 1995
Selkirk 1986 - 1989
Selkirk 1986 - 1989
Skills
Payroll, Tax Returns, Tax Preparation, Payroll Taxes, Account Reconciliation, Financial Accounting, Accounts Payable, Corporate Tax, Income Tax, Sales Tax, Bookkeeping, Tax, Accounting, Small Business..., Quickbooks, Financial planning
Education
British Columbia Institute of Technology / BCIT 1996 — 1997
Diploma, Accounting/Finance
Ryerson University 1993 — 1997
Diploma, Accounting/Finance
Hart-Well Electrical October 2014 - Present
HollisWealth, Scotiabank Global Wealth & Insurance March 2013 - Present
Self Employed January 2002 - Present
Q107 1991 - 1996
Q107 1990 - 1995
Selkirk 1986 - 1989
Selkirk 1986 - 1989
Skills
Payroll, Tax Returns, Tax Preparation, Payroll Taxes, Account Reconciliation, Financial Accounting, Accounts Payable, Corporate Tax, Income Tax, Sales Tax, Bookkeeping, Tax, Accounting, Small Business..., Quickbooks, Financial planning
Education
British Columbia Institute of Technology / BCIT 1996 — 1997
Diploma, Accounting/Finance
Ryerson University 1993 — 1997
Diploma, Accounting/Finance
Gleb Troubetskoi's HollisWealth, Scotiabank Global Wealth & Insurance Experience March 2013 - Present
Job Investment Advisor/ Financial Security Advisor at HollisWealth, Scotiabank Global Wealth & Insurance
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance March 2013 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2009 - March 2013
HollisWealth, Scotiabank Global Wealth & Insurance January 2008 - October 2009
HollisWealth, Scotiabank Global Wealth & Insurance March 2007 - December 2007
Skills
Financial Advisory, Investments, Mutual Funds, Wealth Management, Finance, Retirement Planning, Alternative Investments, Securities, Investment Strategies, Life Insurance, Disability Insurance, Wealth, Web Analytics, Asset Allocation, Estate Planning, Critical Illness, Hedge Funds, Portfolio Management, Pensions, Tax Planning
Education
Canadian Securities Institute (CSI) 2007 — 2012
Finance and Investment Management Services
Concordia University 2003 — 2007
B.Comm, Finance
Fachhochschul-Studiengänge Kufstein Tirol 2004 — 2005
Commerce
HollisWealth, Scotiabank Global Wealth & Insurance March 2013 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2009 - March 2013
HollisWealth, Scotiabank Global Wealth & Insurance January 2008 - October 2009
HollisWealth, Scotiabank Global Wealth & Insurance March 2007 - December 2007
Skills
Financial Advisory, Investments, Mutual Funds, Wealth Management, Finance, Retirement Planning, Alternative Investments, Securities, Investment Strategies, Life Insurance, Disability Insurance, Wealth, Web Analytics, Asset Allocation, Estate Planning, Critical Illness, Hedge Funds, Portfolio Management, Pensions, Tax Planning
Education
Canadian Securities Institute (CSI) 2007 — 2012
Finance and Investment Management Services
Concordia University 2003 — 2007
B.Comm, Finance
Fachhochschul-Studiengänge Kufstein Tirol 2004 — 2005
Commerce
Toni San Gabriel Toni San Gabriel's HollisWealth, Scotiabank Global Wealth & Insurance Experience June 2000 - September 2015
Job Associate Product Manager at Richardson GMP
Industry Financial Services
Experience
Richardson GMP September 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2000 - September 2015
RBC Dominion Securities May 2008 - January 2010
RBC Dominion Securities February 2007 - May 2008
Skills
Customer Service, Time Management, Investment Strategies, Microsoft Excel, Social Media, Financial Services, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, Mutual Funds, Investments, Wealth Management, Data Entry, Account Management, Event Planning, Sales Management, Investment Management, PowerPoint, Portfolio Management, Management, Marketing Strategy, Event Management, Social Networking, Sales, Online Marketing, Marketing Communications, Financial Analysis, Email Marketing, Securities, Leadership, Insurance, Retirement Planning, Relationship Management, Retirement, Investment Advisory, Bloomberg Terminal, Bloomberg
Education
Richmond School of Commerce
Legal Assistant/Law Clerk
Toronto School of Business
Accounting
Richardson GMP September 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2000 - September 2015
RBC Dominion Securities May 2008 - January 2010
RBC Dominion Securities February 2007 - May 2008
Skills
Customer Service, Time Management, Investment Strategies, Microsoft Excel, Social Media, Financial Services, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, Mutual Funds, Investments, Wealth Management, Data Entry, Account Management, Event Planning, Sales Management, Investment Management, PowerPoint, Portfolio Management, Management, Marketing Strategy, Event Management, Social Networking, Sales, Online Marketing, Marketing Communications, Financial Analysis, Email Marketing, Securities, Leadership, Insurance, Retirement Planning, Relationship Management, Retirement, Investment Advisory, Bloomberg Terminal, Bloomberg
Education
Richmond School of Commerce
Legal Assistant/Law Clerk
Toronto School of Business
Accounting
Lucy Goodwin Lucy Goodwin's HollisWealth, Scotiabank Global Wealth & Insurance Experience June 2014 - Present
Job Corporate Branch Manager
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance June 2014 - Present
Scotia Private Client Group" May 2012 - June 2014
Richardson GMP September 2007 - May 2012
CIBC Wood Gundy January 1999 - September 2007
CIBC September 1987 - December 1998
Skills
Multitasker, Organized, Patient, Dedicated, thorough, Financial Services, Retirement Planning, Managed Hosting, Fixed Income, Wealth Management, Asset Managment, Securities, Equities, Time Management, BMC Patrol, Strategic Financial..., Investment Advisory, Insurance, Risk Management, Portfolio Management, Mutual Funds, Investments, Management, Relationship Management, Training, Asset Management, Financial Planning
Education
Canadian Securities Institute 1998 — 2012
Finance
Sheridan College 2006 — 2009
HR, Human Resource Management
York University - Glendon College 1987 — 1989
BA, Linguistics/Translation
HollisWealth, Scotiabank Global Wealth & Insurance June 2014 - Present
Scotia Private Client Group" May 2012 - June 2014
Richardson GMP September 2007 - May 2012
CIBC Wood Gundy January 1999 - September 2007
CIBC September 1987 - December 1998
Skills
Multitasker, Organized, Patient, Dedicated, thorough, Financial Services, Retirement Planning, Managed Hosting, Fixed Income, Wealth Management, Asset Managment, Securities, Equities, Time Management, BMC Patrol, Strategic Financial..., Investment Advisory, Insurance, Risk Management, Portfolio Management, Mutual Funds, Investments, Management, Relationship Management, Training, Asset Management, Financial Planning
Education
Canadian Securities Institute 1998 — 2012
Finance
Sheridan College 2006 — 2009
HR, Human Resource Management
York University - Glendon College 1987 — 1989
BA, Linguistics/Translation
Christine Yeates, CHRP Christine Yeates, CHRP's HollisWealth, Scotiabank Global Wealth & Insurance Experience November 2013 - May 2014
Job Specialist, Total Rewards, Dream Unlimited
Industry Real Estate
Experience
Dream Unlimited May 2014 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - May 2014
DundeeWealth Inc August 2011 - October 2013
DundeeWealth Inc October 2010 - May 2011
Education
Griffith University 2007 — 2008
Bachelor of Business, Human Resource Management
Durham College 2005 — 2007
Business Administration, Human Resources
University of Toronto
Project Management
Dream Unlimited May 2014 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - May 2014
DundeeWealth Inc August 2011 - October 2013
DundeeWealth Inc October 2010 - May 2011
Education
Griffith University 2007 — 2008
Bachelor of Business, Human Resource Management
Durham College 2005 — 2007
Business Administration, Human Resources
University of Toronto
Project Management
Keenan Hamilton's HollisWealth, Scotiabank Global Wealth & Insurance Experience July 2014 - Present
Job Business Development at HollisWealth, Scotiabank Global Wealth & Insurance
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance July 2014 - Present
Hamilton Fabbro Law Corporation December 2009 - June 2014
Skills
Business Development, Communication, Logistics Management, Financial Analysis, Microsoft Office, CRM Databases, Leadership, Client Relations, Public Speaking, Event Planning, Management, Customer Service, Microsoft Word
Education
The University of British Columbia 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
HollisWealth, Scotiabank Global Wealth & Insurance July 2014 - Present
Hamilton Fabbro Law Corporation December 2009 - June 2014
Skills
Business Development, Communication, Logistics Management, Financial Analysis, Microsoft Office, CRM Databases, Leadership, Client Relations, Public Speaking, Event Planning, Management, Customer Service, Microsoft Word
Education
The University of British Columbia 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Peter Malysewich Peter Malysewich's HollisWealth, Scotiabank Global Wealth & Insurance Experience April 2014 - July 2015
Job Investment Professional and MBA candidate at the DeGroote School of Business
Industry Investment Management
Experience
HollisWealth, Scotiabank Global Wealth & Insurance April 2014 - July 2015
BMO Nesbitt Burns March 2011 - November 2013
BMO Investorline January 2010 - February 2011
Interac Japan March 2006 - September 2009
Nova April 2004 - December 2005
Skills
Investment Advisory, Canadian Securities..., Economics, Investments, Mutual Funds, Options, Derivatives, EFT, Bonds, Convertible Bonds, CPH, Corporate Finance, Financial Analysis, Statistics, Research, Fundamental Analysis, Trading, Fixed Income, Asset Allocation, Risk Management, Cash Flow, Diversification, High Net Worth..., Manage Client..., Manage client..., Equities, Equity Trading, Technical Analysis, Wealth Management, Relationship Management, Securities, Retirement Planning, Investment Strategies, Portfolio Management, Finance, Investment Management, Financial Modeling
Education
McMaster University 2014 — 2017
Master of Business Administration (MBA)
University of Waterloo 1999 — 2003
B.A., Economics
Canadian Securities Institute
HollisWealth, Scotiabank Global Wealth & Insurance April 2014 - July 2015
BMO Nesbitt Burns March 2011 - November 2013
BMO Investorline January 2010 - February 2011
Interac Japan March 2006 - September 2009
Nova April 2004 - December 2005
Skills
Investment Advisory, Canadian Securities..., Economics, Investments, Mutual Funds, Options, Derivatives, EFT, Bonds, Convertible Bonds, CPH, Corporate Finance, Financial Analysis, Statistics, Research, Fundamental Analysis, Trading, Fixed Income, Asset Allocation, Risk Management, Cash Flow, Diversification, High Net Worth..., Manage Client..., Manage client..., Equities, Equity Trading, Technical Analysis, Wealth Management, Relationship Management, Securities, Retirement Planning, Investment Strategies, Portfolio Management, Finance, Investment Management, Financial Modeling
Education
McMaster University 2014 — 2017
Master of Business Administration (MBA)
University of Waterloo 1999 — 2003
B.A., Economics
Canadian Securities Institute
Kasra Azodi Deylami Kasra Azodi Deylami's HollisWealth, Scotiabank Global Wealth & Insurance Experience July 2014 - November 2014
Job Junior Business Analyst Strategic Initiatives
Industry Capital Markets
Experience
Mercer International May 2015 - August 2015
CANALYST Financial Modeling Corporation December 2014 - May 2015
HollisWealth, Scotiabank Global Wealth & Insurance July 2014 - November 2014
Sauder School of Business at UBC April 2013 - July 2014
Red Rain Energy Drinks April 2011 - July 2014
The University of British Columbia January 2012 - January 2014
JDC West September 2012 - January 2013
Sauder School of Business at UBC March 2012 - September 2012
5 Days for the Homeless November 2011 - March 2012
Skills
Public Speaking, Financial Analysis, Negotiation, Risk Management, PowerPoint, Investment Strategies, Strategic Financial...
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (BCom), Finance
Universitat Pompeu Fabra 2014 — 2014
Bachelor of Commerce (BCom), International Finance
Mercer International May 2015 - August 2015
CANALYST Financial Modeling Corporation December 2014 - May 2015
HollisWealth, Scotiabank Global Wealth & Insurance July 2014 - November 2014
Sauder School of Business at UBC April 2013 - July 2014
Red Rain Energy Drinks April 2011 - July 2014
The University of British Columbia January 2012 - January 2014
JDC West September 2012 - January 2013
Sauder School of Business at UBC March 2012 - September 2012
5 Days for the Homeless November 2011 - March 2012
Skills
Public Speaking, Financial Analysis, Negotiation, Risk Management, PowerPoint, Investment Strategies, Strategic Financial...
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (BCom), Finance
Universitat Pompeu Fabra 2014 — 2014
Bachelor of Commerce (BCom), International Finance
Brian Laundry - Limitless energy.'s HollisWealth, Scotiabank Global Wealth & Insurance Experience September 2011 - Present
Job President/Insurance Consultant at BL Financial
Industry Financial Services
Experience
BL Financial Consulting February 2013 - Present
HollisWealth, Scotiabank Global Wealth & Insurance September 2011 - Present
Apri Insurance Inc. September 2011 - January 2013
Wise Riddell Financial Group January 2004 - September 2011
Sheridan College September 2002 - May 2004
Freedom 55 Financial January 2003 - January 2004
Skills
Estate Planning, Corporate Tax, Insurance, Wealth, Financial Planners, Financial Advisory, Tax, Strategic Planning, Business, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Investments, Investment Strategies, Disability Insurance, Employee Benefits, Asset Managment, Fixed Annuities, Risk Management, Succession Planning, Asset Management, Income Tax, Financial Services, Small Business, Finance, Life Insurance, Wealth Management..., Critical Illness, Pensions, Investment Advisory, Wealth Accumulation, Personal Finance, Income Protection, Long-term Care, High Net Worth..., Term Life Insurance, Asset Allocation, Long Term Care Insurance, Segregated Funds, Personal Financial..., Mutual Funds, Insurance Planning, Financial Analysis, Financial Planning
Education
Sheridan College 2003 — 2004
Post Graduate, Financial Planning Post Graduate Program
Life Licensing Qualification Course (LLQP) 2003 — 2003
Sheridan College 2000 — 2003
3 Year, Business Admin - Finance
Canadian Securities Institute 2002 — 2002
Canadian Securities Course (CSC)
Canadian Securities Institute 2002 — 2002
Personal Financial Planning (PFP)
Canadian Securities Institute 2002 — 2002
Conduct and Practices Handbook (CPH)
BL Financial Consulting February 2013 - Present
HollisWealth, Scotiabank Global Wealth & Insurance September 2011 - Present
Apri Insurance Inc. September 2011 - January 2013
Wise Riddell Financial Group January 2004 - September 2011
Sheridan College September 2002 - May 2004
Freedom 55 Financial January 2003 - January 2004
Skills
Estate Planning, Corporate Tax, Insurance, Wealth, Financial Planners, Financial Advisory, Tax, Strategic Planning, Business, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Investments, Investment Strategies, Disability Insurance, Employee Benefits, Asset Managment, Fixed Annuities, Risk Management, Succession Planning, Asset Management, Income Tax, Financial Services, Small Business, Finance, Life Insurance, Wealth Management..., Critical Illness, Pensions, Investment Advisory, Wealth Accumulation, Personal Finance, Income Protection, Long-term Care, High Net Worth..., Term Life Insurance, Asset Allocation, Long Term Care Insurance, Segregated Funds, Personal Financial..., Mutual Funds, Insurance Planning, Financial Analysis, Financial Planning
Education
Sheridan College 2003 — 2004
Post Graduate, Financial Planning Post Graduate Program
Life Licensing Qualification Course (LLQP) 2003 — 2003
Sheridan College 2000 — 2003
3 Year, Business Admin - Finance
Canadian Securities Institute 2002 — 2002
Canadian Securities Course (CSC)
Canadian Securities Institute 2002 — 2002
Personal Financial Planning (PFP)
Canadian Securities Institute 2002 — 2002
Conduct and Practices Handbook (CPH)
Leon C.L. Yin, CFA Leon C.L. Yin, CFA's HollisWealth, Scotiabank Global Wealth & Insurance Experience June 2014 - Present
Job Investment Advisor, HollisWealth, Scotiabank Global Wealth & Insurance
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance June 2014 - Present
SDGlobe Investment January 2010 - January 2013
CWB January 2007 - January 2009
Skills
Portfolio Management, Asset Allocation, Investments, Valuation, Option Strategies, Finance, Investors, Due Diligence, Equity Research, Financial Modeling, Equities, Real Estate Transactions, Private Equity, Investment Strategies, Financial Analysis
Education
CFA Institute 2010 — 2013
CFA, Finance
The University of British Columbia 2005 — 2009
BBRE, DULE, Commerce
Thompson Rivers University 2010 — 2012
Commerce, Accounting
HollisWealth, Scotiabank Global Wealth & Insurance June 2014 - Present
SDGlobe Investment January 2010 - January 2013
CWB January 2007 - January 2009
Skills
Portfolio Management, Asset Allocation, Investments, Valuation, Option Strategies, Finance, Investors, Due Diligence, Equity Research, Financial Modeling, Equities, Real Estate Transactions, Private Equity, Investment Strategies, Financial Analysis
Education
CFA Institute 2010 — 2013
CFA, Finance
The University of British Columbia 2005 — 2009
BBRE, DULE, Commerce
Thompson Rivers University 2010 — 2012
Commerce, Accounting
Priya Tak Priya Tak's HollisWealth, Scotiabank Global Wealth & Insurance Experience February 2013 - Present
Job Licensed Investment Assistant at HollisWealth, Scotiabank Global Wealth & Insurance
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance February 2013 - Present
CIBC Wood Gundy 2012 - 2012
Industrial Alliance Securities/Wealth-by-Design Consulting Inc February 2009 - August 2011
Skills
Administrative..., Investments, Microsoft Office, Highly Reliable, Result Oriented, Thompson One, V7.x, General Securities..., Client Service Oriented, Advertising, Banking, Budgets, Client Services, Customer Service, Marketing, Research, Team Leadership, Teamwork, Time Management
Education
University of Guelph 2004 — 2008
BCOMM, Management Economics in Industry and Finance
Queen Elizabeth Park School
HollisWealth, Scotiabank Global Wealth & Insurance February 2013 - Present
CIBC Wood Gundy 2012 - 2012
Industrial Alliance Securities/Wealth-by-Design Consulting Inc February 2009 - August 2011
Skills
Administrative..., Investments, Microsoft Office, Highly Reliable, Result Oriented, Thompson One, V7.x, General Securities..., Client Service Oriented, Advertising, Banking, Budgets, Client Services, Customer Service, Marketing, Research, Team Leadership, Teamwork, Time Management
Education
University of Guelph 2004 — 2008
BCOMM, Management Economics in Industry and Finance
Queen Elizabeth Park School
Diana Mateliene's HollisWealth, Scotiabank Global Wealth & Insurance Experience January 2011 - Present
Job Senior Database Analyst at HollisWealth, Scotiabank Global Wealth & Insurance
Industry Information Technology and Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance January 2011 - Present
Dundee Wealth November 2001 - January 2011
Skills
Data Modeling, ETL, PL/SQL, SSIS, Data Warehousing, Databases, SDLC, Business Analysis, Financial Services, Microsoft SQL Server, SQL, Disaster Recovery, Business Intelligence, Systems Analysis, Requirements Analysis, Unix, Requirements Gathering
Education
Kaunas University of Technology 1988 — 1993
BSc, Computer Information Systems
HollisWealth, Scotiabank Global Wealth & Insurance January 2011 - Present
Dundee Wealth November 2001 - January 2011
Skills
Data Modeling, ETL, PL/SQL, SSIS, Data Warehousing, Databases, SDLC, Business Analysis, Financial Services, Microsoft SQL Server, SQL, Disaster Recovery, Business Intelligence, Systems Analysis, Requirements Analysis, Unix, Requirements Gathering
Education
Kaunas University of Technology 1988 — 1993
BSc, Computer Information Systems
Anis Umed Ali's HollisWealth, Scotiabank Global Wealth & Insurance Experience January 2006 - Present
Job Associate Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance January 2006 - Present
Skills
Research, Data Analysis, Financial Analysis, Microsoft Excel, Business Analysis, Change Management, Strategic Planning, Microsoft Office, Project Management, Analysis, Report Writing, Team Leadership, Financial Modeling, Banking, Risk Management, Finance, Management, Financial Planning, Investments, Leadership, Business Strategy, Portfolio Management, Financial Reporting, Financial Accounting
Education
University of Alberta 2001 — 2005
BSc, Actuarial Science with Business Minor
HollisWealth, Scotiabank Global Wealth & Insurance January 2006 - Present
Skills
Research, Data Analysis, Financial Analysis, Microsoft Excel, Business Analysis, Change Management, Strategic Planning, Microsoft Office, Project Management, Analysis, Report Writing, Team Leadership, Financial Modeling, Banking, Risk Management, Finance, Management, Financial Planning, Investments, Leadership, Business Strategy, Portfolio Management, Financial Reporting, Financial Accounting
Education
University of Alberta 2001 — 2005
BSc, Actuarial Science with Business Minor
Jeff Au-Yeung's HollisWealth, Scotiabank Global Wealth & Insurance Experience November 2013 - Present
Job Associate Investment Advisor at HollisWealth
Industry Wholesale
Experience
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - Present
DWM Securities Inc. ( Scotia Bank) January 2013 - October 2013
Supercom August 2008 - May 2012
Skills
Customer Service, Account Management, Canadian Securities..., Troubleshooting, Public Speaking, Key Account Management, Solution Selling, Channel Partners, Sales Presentations, Asset Allocation, Business Analysis, Business Development, Business Planning, CRM, Competitive Analysis, Customer Satisfaction, Entrepreneurship, Investment Advisory, Investment Strategies, Market Research, Marketing, Mutual Funds, Relationship Management, Management, Retirement Planning, Wealth Management, Cloud Computing, Leadership, Strategy, Portfolio Management, Investments, Small Business, Retirement, Strategic Financial..., Financial Planning
Education
Seneca College of Applied Arts and Technology 2003 — 2006
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - Present
DWM Securities Inc. ( Scotia Bank) January 2013 - October 2013
Supercom August 2008 - May 2012
Skills
Customer Service, Account Management, Canadian Securities..., Troubleshooting, Public Speaking, Key Account Management, Solution Selling, Channel Partners, Sales Presentations, Asset Allocation, Business Analysis, Business Development, Business Planning, CRM, Competitive Analysis, Customer Satisfaction, Entrepreneurship, Investment Advisory, Investment Strategies, Market Research, Marketing, Mutual Funds, Relationship Management, Management, Retirement Planning, Wealth Management, Cloud Computing, Leadership, Strategy, Portfolio Management, Investments, Small Business, Retirement, Strategic Financial..., Financial Planning
Education
Seneca College of Applied Arts and Technology 2003 — 2006
Andrea Winter's HollisWealth, Scotiabank Global Wealth & Insurance Experience September 2013 - Present
Job Portfolio Administrator Scotia Bank
Industry Financial Services
Experience
Scotiabank September 2013 - Present
HollisWealth, Scotiabank Global Wealth & Insurance September 2013 - Present
HollisWealth, Scotiabank Global Wealth & Insurance 2004 - Present
Tyco Fire & Security September 1996 - September 2006
Secutron Inc. 2000 - 2002
Skills
Equities, Asset Management, Mutual Funds, Portfolio Management, Investments, Financial Services
Education
South Thames College 1992 — 1994
Diploma, BTEC National Business & Finance
Croydon College 1984 — 1985
Diploma, BTEC General Business & Finance
Scotiabank September 2013 - Present
HollisWealth, Scotiabank Global Wealth & Insurance September 2013 - Present
HollisWealth, Scotiabank Global Wealth & Insurance 2004 - Present
Tyco Fire & Security September 1996 - September 2006
Secutron Inc. 2000 - 2002
Skills
Equities, Asset Management, Mutual Funds, Portfolio Management, Investments, Financial Services
Education
South Thames College 1992 — 1994
Diploma, BTEC National Business & Finance
Croydon College 1984 — 1985
Diploma, BTEC General Business & Finance
Daniel Tersigni's HollisWealth, Scotiabank Global Wealth & Insurance Experience April 2010 - Present
Job Marketing at HollisWealth
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance April 2010 - Present
Education
McMaster University 2005 — 2009
Honours Bachelor of Commerce (Honours B.Com.)
HollisWealth, Scotiabank Global Wealth & Insurance April 2010 - Present
Education
McMaster University 2005 — 2009
Honours Bachelor of Commerce (Honours B.Com.)
Renzo Caredda's HollisWealth, Scotiabank Global Wealth & Insurance Experience July 1998 - Present
Job Corporate Branch Manager at HollisWealth/Scotia Capital Inc.
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance July 1998 - Present
Education
Simon Fraser University
HollisWealth, Scotiabank Global Wealth & Insurance July 1998 - Present
Education
Simon Fraser University
Louie Lapa, B.Com,CFP's HollisWealth, Scotiabank Global Wealth & Insurance Experience June 2007 - Present
Job Senior Investment Advisor, HollisWealth Inc.
Industry Financial Services
Experience
Invis April 2011 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
BNI 2009 - 2010
Investors Group Financial Services November 1999 - June 2007
RBC Dominion Securities February 1997 - July 1999
Richardson Greenshields January 1998 - February 1999
Skills
Small Business, Corporations, Estate Planning, Wealth, Financial Planners, Finance, Personal Finance, Retirement Planning, Insurance, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Public Speaking
Education
Sauder School of Business 2011 — 2011
Mortgage licensing, Real Estate Division
CSC, CPH 2007 — 2007
Securities certification, Finance, General, honors
Financial Planning Standard Council Certification 2002 — 2005
Certified Financial Planning Designation, Financial Planning and Services, Honours
The University of British Columbia 1993 — 1998
B.Com, Finance
Invis April 2011 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
BNI 2009 - 2010
Investors Group Financial Services November 1999 - June 2007
RBC Dominion Securities February 1997 - July 1999
Richardson Greenshields January 1998 - February 1999
Skills
Small Business, Corporations, Estate Planning, Wealth, Financial Planners, Finance, Personal Finance, Retirement Planning, Insurance, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Public Speaking
Education
Sauder School of Business 2011 — 2011
Mortgage licensing, Real Estate Division
CSC, CPH 2007 — 2007
Securities certification, Finance, General, honors
Financial Planning Standard Council Certification 2002 — 2005
Certified Financial Planning Designation, Financial Planning and Services, Honours
The University of British Columbia 1993 — 1998
B.Com, Finance
Michael Cornacchia's HollisWealth, Scotiabank Global Wealth & Insurance Experience May 2001 - Present
Job Investment Advisor with HollisWealth
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance May 2001 - Present
TD Bank 1999 - 2001
Skills
Retirement Planning, Wealth Management, Retirement, Wealth, Investments, Investment Advisory, Mutual Funds, Capital Markets, Asset Allocation, Asset Management, Disability Insurance, Equities, Estate Planning, Financial Services, Investment Strategies, Investment Management, Portfolio Management, Securities, Strategic Financial..., Wealth Accumulation, Pensions, Financial Advisory, Financial Planners, Life Insurance, Options, Fixed Income, ETFs, Financial Markets, Relationship Management, Insurance, Wealth Management..., Long-term Care, Term Life Insurance, Bonds, Finance, Personal Financial..., Critical Illness, Retirement Savings, RRSP, Income Protection, Stocks, Health Insurance, Savings, Long Term Care Insurance, Segregated Funds, Financial Planning
Education
Ryerson University 1997 — 2001
B. Comm, Human Resources
HollisWealth, Scotiabank Global Wealth & Insurance May 2001 - Present
TD Bank 1999 - 2001
Skills
Retirement Planning, Wealth Management, Retirement, Wealth, Investments, Investment Advisory, Mutual Funds, Capital Markets, Asset Allocation, Asset Management, Disability Insurance, Equities, Estate Planning, Financial Services, Investment Strategies, Investment Management, Portfolio Management, Securities, Strategic Financial..., Wealth Accumulation, Pensions, Financial Advisory, Financial Planners, Life Insurance, Options, Fixed Income, ETFs, Financial Markets, Relationship Management, Insurance, Wealth Management..., Long-term Care, Term Life Insurance, Bonds, Finance, Personal Financial..., Critical Illness, Retirement Savings, RRSP, Income Protection, Stocks, Health Insurance, Savings, Long Term Care Insurance, Segregated Funds, Financial Planning
Education
Ryerson University 1997 — 2001
B. Comm, Human Resources
Shi-Jing Aass Shi-Jing AassAmazingChinese girl at Symp's HollisWealth, Scotiabank Global Wealth & Insurance Experience January 2008 - Present
Job Independent Insurance Professional
Industry Insurance
Experience
HollisWealth, Scotiabank Global Wealth & Insurance January 2008 - Present
Sun Life Financial October 1998 - December 2007
Shanghai Theatre January 1977 - December 1987
Skills
Insurance, Health Insurance, Commercial Insurance, Term Life Insurance, Claim, Disability Insurance, Brokers, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Long-term Care, Critical Illness, Financial Planning
Education
Shanghai Drama/Theatre Academy, China
Bachelor of Arts (B.A.), Acting\
Shanghai Theatre Academy
Bachlor of Fine Performing Arts, Visual and Performing Arts
HollisWealth, Scotiabank Global Wealth & Insurance January 2008 - Present
Sun Life Financial October 1998 - December 2007
Shanghai Theatre January 1977 - December 1987
Skills
Insurance, Health Insurance, Commercial Insurance, Term Life Insurance, Claim, Disability Insurance, Brokers, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Long-term Care, Critical Illness, Financial Planning
Education
Shanghai Drama/Theatre Academy, China
Bachelor of Arts (B.A.), Acting\
Shanghai Theatre Academy
Bachlor of Fine Performing Arts, Visual and Performing Arts
Fletcher S. Campbell's HollisWealth, Scotiabank Global Wealth & Insurance Experience November 2013 - Present
Job B.A. (Econ.), B.Comm.(Hon), CFP®
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - Present
Dundee Private Investors Inc. 1998 - November 2013
Skills
Investments, Wealth Management, Estate Planning, Strategic Financial..., Retirement Planning, Retirement, Wealth, Wealth Accumulation, Financial Planners, Asset Allocation, Investment Strategies, Financial Advisory, Mutual Funds, Wealth Management..., Investment Advisory
Education
University of Manitoba 1970 — 1973
B/A Economic & B/Comm(Hons) Finance, CFP, Business/Managerial Economics
HollisWealth, Scotiabank Global Wealth & Insurance November 2013 - Present
Dundee Private Investors Inc. 1998 - November 2013
Skills
Investments, Wealth Management, Estate Planning, Strategic Financial..., Retirement Planning, Retirement, Wealth, Wealth Accumulation, Financial Planners, Asset Allocation, Investment Strategies, Financial Advisory, Mutual Funds, Wealth Management..., Investment Advisory
Education
University of Manitoba 1970 — 1973
B/A Economic & B/Comm(Hons) Finance, CFP, Business/Managerial Economics
Michel Cusson's HollisWealth, Scotiabank Global Wealth & Insurance Experience 2000 - Present
Job Financial Planner at Hollis Wealth
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance 2000 - Present
Skills
Wealth Accumulation
Education
University of Ottawa / Université d'Ottawa 1975 — 1981
Bachelor of Commerce (B.Com.)
HollisWealth, Scotiabank Global Wealth & Insurance 2000 - Present
Skills
Wealth Accumulation
Education
University of Ottawa / Université d'Ottawa 1975 — 1981
Bachelor of Commerce (B.Com.)
Jason MacNevin's HollisWealth, Scotiabank Global Wealth & Insurance Experience March 2014 - Present
Job Corporate Branch Manager at HollisWealth, Global Wealth Management, Scotiabank
Industry Financial Services
Experience
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 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
Blaise McCarron's HollisWealth, Scotiabank Global Wealth & Insurance Experience November 2012 - Present
Job Senior Financial Advisor, HollisWealth
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance November 2012 - Present
Skills
Wealth Management, Investments, Mutual Funds, Insurance, Retirement, Financial Services, Financial Advisory, Investment Strategies
Education
Saint Mary's University 1968 — 1980
MA, British History
HollisWealth, Scotiabank Global Wealth & Insurance November 2012 - Present
Skills
Wealth Management, Investments, Mutual Funds, Insurance, Retirement, Financial Services, Financial Advisory, Investment Strategies
Education
Saint Mary's University 1968 — 1980
MA, British History
Michelle Gualtieri's HollisWealth, Scotiabank Global Wealth & Insurance Experience December 2013 - June 2014
Job .
Industry Real Estate
Experience
Fitness Depot June 2014 - October 2014
HollisWealth, Scotiabank Global Wealth & Insurance December 2013 - June 2014
Spartan Fitness October 2012 - November 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Public Speaking, Team Building, Management, Retail
Education
Sheridan College 2011 — 2013
Fitness Depot June 2014 - October 2014
HollisWealth, Scotiabank Global Wealth & Insurance December 2013 - June 2014
Spartan Fitness October 2012 - November 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Public Speaking, Team Building, Management, Retail
Education
Sheridan College 2011 — 2013