Hub Financial
Industry: Insurance company
DescriptionParent organization: Hub International Subsidiaries: Daystar Financial Group Inc., Complete Brokerage Services, Inc., MGA Partners Inc.
Hub Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hub Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Hub Financial Employees
Employee
Years
Job
Industry
Andrei Gornenski Andrei Gornenski's Hub Financial Experience February 2010 - February 2013
Job Sales Director at Transamerica Life Canada
Industry Financial Services
Experience
Transamerica Life Canada May 2015 - Present
Foresters February 2013 - May 2015
Hub Financial February 2010 - February 2013
Ranger West Financial April 2008 - January 2010
Skills
Retirement Planning, Critical Illness, Disability Insurance, Term Life Insurance, Financial Planners, Fixed Annuities, Investments, Group Insurance, Insurance, Retirement, Life & Health Insurance..., Life Insurance, Travel Insurance, Long Term Care Insurance, Personal Financial..., Long-term Care, Universal Life, Whole Life, Estate Planning, Income Protection, Wealth Accumulation, Wealth, Health Insurance, Pensions, Wealth Management, Retirement Savings, Strategic Financial..., Financial Advisory, Segregated Funds, Employee Benefits, Financial Services, Underwriting, Brokers, Investment Strategies, RRSP, Variable Annuities, Wealth Management..., Key Person Insurance, Permanent Life Insurance, Risk Management, Financial Planning
Education
FPSC 2011 — 2012
FPSC Level 1
Douglas College 2005 — 2009
Diploma, Criminology
Transamerica Life Canada May 2015 - Present
Foresters February 2013 - May 2015
Hub Financial February 2010 - February 2013
Ranger West Financial April 2008 - January 2010
Skills
Retirement Planning, Critical Illness, Disability Insurance, Term Life Insurance, Financial Planners, Fixed Annuities, Investments, Group Insurance, Insurance, Retirement, Life & Health Insurance..., Life Insurance, Travel Insurance, Long Term Care Insurance, Personal Financial..., Long-term Care, Universal Life, Whole Life, Estate Planning, Income Protection, Wealth Accumulation, Wealth, Health Insurance, Pensions, Wealth Management, Retirement Savings, Strategic Financial..., Financial Advisory, Segregated Funds, Employee Benefits, Financial Services, Underwriting, Brokers, Investment Strategies, RRSP, Variable Annuities, Wealth Management..., Key Person Insurance, Permanent Life Insurance, Risk Management, Financial Planning
Education
FPSC 2011 — 2012
FPSC Level 1
Douglas College 2005 — 2009
Diploma, Criminology
Snjezana Susan Ilic Snjezana Susan Ilic's Hub Financial Experience 2008 - 2009
Job Financial Advisor at Greatway Financial
Industry Financial Services
Experience
Greatway Financial January 2013 - Present
GreatLife Financial May 2011 - Present
Hub Financial 2008 - 2009
World Financial Group 2004 - 2007
Skills
Retirement Planning, Retirement Income..., Financial Planning, Leadership, Strategic Financial..., Finance, Retirement, Financial Advisory, Wealth Management, Budgets, Investments, Mutual Funds, Wealth, Insurance, Investment Advisory, Management, Investment Strategies, Critical Illness, Estate Planning, Asset Allocation, Financial Planners, Residential Mortgages, Portfolio Management, Mortgage Lending, Financial Services, Disability Insurance
Education
Mount Royal University
University of Sarajevo, Bosnia and Herzegovina; Mount Royar University, Calgary AB
Bachelor of Laws (LL.B.); CFP (in process), Financial Planning and Services
Greatway Financial January 2013 - Present
GreatLife Financial May 2011 - Present
Hub Financial 2008 - 2009
World Financial Group 2004 - 2007
Skills
Retirement Planning, Retirement Income..., Financial Planning, Leadership, Strategic Financial..., Finance, Retirement, Financial Advisory, Wealth Management, Budgets, Investments, Mutual Funds, Wealth, Insurance, Investment Advisory, Management, Investment Strategies, Critical Illness, Estate Planning, Asset Allocation, Financial Planners, Residential Mortgages, Portfolio Management, Mortgage Lending, Financial Services, Disability Insurance
Education
Mount Royal University
University of Sarajevo, Bosnia and Herzegovina; Mount Royar University, Calgary AB
Bachelor of Laws (LL.B.); CFP (in process), Financial Planning and Services
Ken Lieu Ken Lieu's Hub Financial Experience January 2007 - May 2009
Job Account Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2014 - Present
ACE Group May 2009 - October 2014
Hub Financial January 2007 - May 2009
Great-West Life and Annuity Insurance Company May 2001 - June 2005
Skills
Insurance, Employee Benefits, New Business Development, Sales Management, Group Presentations, Marketing Communications, Critical Illness, Disability Insurance, Risk Management, Sales, Management, Property & Casualty..., Marketing, Business Development, Brokers, Health Insurance, Life Insurance
Education
Simon Fraser University
BBA, Accounting and Marketing
Vancouver College 1990 — 1995
High School (honors), Sciences
Sun Life Financial October 2014 - Present
ACE Group May 2009 - October 2014
Hub Financial January 2007 - May 2009
Great-West Life and Annuity Insurance Company May 2001 - June 2005
Skills
Insurance, Employee Benefits, New Business Development, Sales Management, Group Presentations, Marketing Communications, Critical Illness, Disability Insurance, Risk Management, Sales, Management, Property & Casualty..., Marketing, Business Development, Brokers, Health Insurance, Life Insurance
Education
Simon Fraser University
BBA, Accounting and Marketing
Vancouver College 1990 — 1995
High School (honors), Sciences
Michael Doak, CFP Michael Doak, CFP's Hub Financial Experience June 2015 - Present
Job Regional Director at HUB Financial
Industry Financial Services
Experience
HUB Financial June 2015 - Present
Hub Financial October 2011 - Present
Hub Financial November 2010 - October 2011
Skills
Disability Insurance, Life Insurance, Strategic Financial..., Insurance, Term Life Insurance, Retirement, Retirement Planning, Long-term Care, Critical Illness, Fixed Annuities, Financial Advisory, Wealth Management, Financial Planners, Long Term Care Insurance, Estate Planning, Financial Planning
Education
Capilano University 2006 — 2009
BBA, Accounting/Finance
HUB Financial June 2015 - Present
Hub Financial October 2011 - Present
Hub Financial November 2010 - October 2011
Skills
Disability Insurance, Life Insurance, Strategic Financial..., Insurance, Term Life Insurance, Retirement, Retirement Planning, Long-term Care, Critical Illness, Fixed Annuities, Financial Advisory, Wealth Management, Financial Planners, Long Term Care Insurance, Estate Planning, Financial Planning
Education
Capilano University 2006 — 2009
BBA, Accounting/Finance
Niki Khan's Hub Financial Experience 2006 - 2007
Job Destination Wedding Coordinator at Blue Petal Destination Weddings
Industry Marketing and Advertising
Experience
Blue Petal Destination Weddings April 2015 - Present
JW Research April 2012 - November 2012
JW Research July 2011 - April 2012
Herbal Magic 2010 - 2011
Sterling Group 2008 - 2010
Cascade Creek Development Corp 2007 - 2008
Hub Financial 2006 - 2007
Rangeela 2004 - 2007
Sopron AutoBody 2003 - 2007
Skills
Employee Benefits, Training, Customer Service, Event Planning, Sales, Marketing, Time Management, Recruiting, Payroll, Performance Management, Direct Marketing, Strategic Planning, Management, CRM, Team Building, Coaching, Team Leadership, Retail, Human Resources, Leadership, Account Management, Customer Satisfaction, Social Networking, Microsoft Office, Sales Process, Teamwork, Customer Retention, Employee Training, Insurance, Finance, Employee Relations, Budgets, Event Management, Program Management, Banking, Business Development, Microsoft Excel, Risk Management, Interviews
Education
The University of British Columbia / UBC
Real Estate / Mortgage Broker's License, Real Estate / Mortgage Broker's License
Insurance Council of BC
Full LLQP, Insurance
CDI College
Diploma, Accounting & Payroll
Frank Hurt 2001 — 2002
Queen Elizabeth Secondary School 1999 — 2001
Fleetwood Park Secondary School 1996 — 1999
Blue Petal Destination Weddings April 2015 - Present
JW Research April 2012 - November 2012
JW Research July 2011 - April 2012
Herbal Magic 2010 - 2011
Sterling Group 2008 - 2010
Cascade Creek Development Corp 2007 - 2008
Hub Financial 2006 - 2007
Rangeela 2004 - 2007
Sopron AutoBody 2003 - 2007
Skills
Employee Benefits, Training, Customer Service, Event Planning, Sales, Marketing, Time Management, Recruiting, Payroll, Performance Management, Direct Marketing, Strategic Planning, Management, CRM, Team Building, Coaching, Team Leadership, Retail, Human Resources, Leadership, Account Management, Customer Satisfaction, Social Networking, Microsoft Office, Sales Process, Teamwork, Customer Retention, Employee Training, Insurance, Finance, Employee Relations, Budgets, Event Management, Program Management, Banking, Business Development, Microsoft Excel, Risk Management, Interviews
Education
The University of British Columbia / UBC
Real Estate / Mortgage Broker's License, Real Estate / Mortgage Broker's License
Insurance Council of BC
Full LLQP, Insurance
CDI College
Diploma, Accounting & Payroll
Frank Hurt 2001 — 2002
Queen Elizabeth Secondary School 1999 — 2001
Fleetwood Park Secondary School 1996 — 1999
Maria Vizconde Maria Vizconde's Hub Financial Experience November 2010 - Present
Job Broker
Industry Financial Services
Experience
Hub Financial November 2010 - Present
Asian Terminals, Inc. November 1996 - July 2000
Skills
Accounts Receivable, Accounting, Management, Teamwork, Credit, Human Resources, Financial Analysis, Retirement Planning, Outlook, Business Analysis, Employee Benefits, Coaching, Insurance, Investments, Strategic Planning, Financial Statements, Microsoft Office, Microsoft Excel, Customer Service, Financial Planning, Team Leadership, Leadership, Small Business
Education
Polytechnic University of the Philippines 1986 — 1990
Bachelor of Accountancy, Accounting
Cheonggang Academy
Hub Financial November 2010 - Present
Asian Terminals, Inc. November 1996 - July 2000
Skills
Accounts Receivable, Accounting, Management, Teamwork, Credit, Human Resources, Financial Analysis, Retirement Planning, Outlook, Business Analysis, Employee Benefits, Coaching, Insurance, Investments, Strategic Planning, Financial Statements, Microsoft Office, Microsoft Excel, Customer Service, Financial Planning, Team Leadership, Leadership, Small Business
Education
Polytechnic University of the Philippines 1986 — 1990
Bachelor of Accountancy, Accounting
Cheonggang Academy
Scott L. Segger, BCom, CLU, ChFC Scott L. Segger, BCom, CLU, ChFC's Hub Financial Experience 1998 - 2000
Job Partner Fairley Erker Advisory Group
Industry Insurance
Experience
Fairley Erker Advisory Group November 2013 - Present
PPI Advisory September 2006 - November 2013
TWC Financial 2001 - 2005
Hub Financial 1998 - 2000
Segger & Associates Ltd. 1992 - 1997
Skills
Financial Advisory, CLU, Individual Life, Life Insurance, Insurance Planning, Shareholder Agreements, Estate Planning, Insurance, Critical Illness, Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Charitable Gift Planning, ChFC, Brokers, Financial Planning, Long-term Care, Marketing, Risk Management, Term Life Insurance, Underwriting
Education
University of Alberta 1989 — 1992
BCom, Marketing
The King's University 1987 — 1989
Bachelor’s Degree, History
Fairley Erker Advisory Group November 2013 - Present
PPI Advisory September 2006 - November 2013
TWC Financial 2001 - 2005
Hub Financial 1998 - 2000
Segger & Associates Ltd. 1992 - 1997
Skills
Financial Advisory, CLU, Individual Life, Life Insurance, Insurance Planning, Shareholder Agreements, Estate Planning, Insurance, Critical Illness, Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Charitable Gift Planning, ChFC, Brokers, Financial Planning, Long-term Care, Marketing, Risk Management, Term Life Insurance, Underwriting
Education
University of Alberta 1989 — 1992
BCom, Marketing
The King's University 1987 — 1989
Bachelor’s Degree, History
Keith Leech Keith Leech's Hub Financial Experience January 1999 - September 2004
Job Owner, Context Planning Ltd.
Industry Insurance
Experience
Context Planning Ltd. October 2004 - Present
KeithLeech.com October 2004 - Present
Hub Financial January 1999 - September 2004
Great-West Life August 1996 - December 1998
Skills
Critical Illness, Personal Finance, Life Insurance, Long-term Care, Disability Insurance, Risk Management, Retirement, Investments, Underwriting, Strategic Financial..., Estate Planning, Insurance, Customer Service, Employee Benefits, Mutual Funds, Wealth, Training, Wealth Management, Public Speaking, Retirement Planning, Fixed Annuities, Term Life Insurance, New Business Development, Health Insurance, Financial Planners, Whole Life
Education
Carleton University 1988 — 1992
commerce
Context Planning Ltd. October 2004 - Present
KeithLeech.com October 2004 - Present
Hub Financial January 1999 - September 2004
Great-West Life August 1996 - December 1998
Skills
Critical Illness, Personal Finance, Life Insurance, Long-term Care, Disability Insurance, Risk Management, Retirement, Investments, Underwriting, Strategic Financial..., Estate Planning, Insurance, Customer Service, Employee Benefits, Mutual Funds, Wealth, Training, Wealth Management, Public Speaking, Retirement Planning, Fixed Annuities, Term Life Insurance, New Business Development, Health Insurance, Financial Planners, Whole Life
Education
Carleton University 1988 — 1992
commerce
David Hosten's Hub Financial Experience September 2011 - Present
Job Broker
Industry Financial Services
Experience
Hub Financial September 2011 - Present
CORE FINANCIAL 2011 - Present
City Of Hamilton August 2005 - January 2012
Desjardins Financial Security July 2007 - September 2011
RBC Insurance February 2006 - June 2007
Freedom 55 Financial March 2002 - November 2006
IBM Canada Ltd. 2000 - 2001
Skills
Investments, Insurance, Financial Planners, Retirement, Portfolio Management, Estate Planning, Business Continuity..., Health Insurance, Disability Insurance, Critical Illness, Segregated Funds, Mutual Funds, Estate Tax Planning, Capital Gains Tax, Retirement Planning, Strategic Financial..., Long-term Care, Savings, Securities, Term Life Insurance, Risk Management, Team Building, Financial Risk, Pensions, Wealth Management, Life Insurance, Small Business, Investment Strategies, Wealth, Employee Benefits, Investment Advisory, Succession Planning, Financial Services, Finance, Fixed Annuities, Personal Finance, Wealth Accumulation, Asset Management, Wealth Management..., Personal Financial..., Retirement Savings, Long Term Care Insurance, Relationship Management, Asset Allocation, Universal Life, Whole Life, Underwriting, Brokers, Financial Planning
Education
University of Ottawa 1993 — 1997
B.A. Hons., Mass Communication
Carleton University 1993 — 1996
Bachelor of Arts (B.A.), Mass Communication
St. Andrew's Presbyterian College 1984 — 1985
Economics
Florida Air Academy 1980 — 1984
St. Mary's College, Port-of-Spain 1977 — 1980
Westmoreland School
Hub Financial September 2011 - Present
CORE FINANCIAL 2011 - Present
City Of Hamilton August 2005 - January 2012
Desjardins Financial Security July 2007 - September 2011
RBC Insurance February 2006 - June 2007
Freedom 55 Financial March 2002 - November 2006
IBM Canada Ltd. 2000 - 2001
Skills
Investments, Insurance, Financial Planners, Retirement, Portfolio Management, Estate Planning, Business Continuity..., Health Insurance, Disability Insurance, Critical Illness, Segregated Funds, Mutual Funds, Estate Tax Planning, Capital Gains Tax, Retirement Planning, Strategic Financial..., Long-term Care, Savings, Securities, Term Life Insurance, Risk Management, Team Building, Financial Risk, Pensions, Wealth Management, Life Insurance, Small Business, Investment Strategies, Wealth, Employee Benefits, Investment Advisory, Succession Planning, Financial Services, Finance, Fixed Annuities, Personal Finance, Wealth Accumulation, Asset Management, Wealth Management..., Personal Financial..., Retirement Savings, Long Term Care Insurance, Relationship Management, Asset Allocation, Universal Life, Whole Life, Underwriting, Brokers, Financial Planning
Education
University of Ottawa 1993 — 1997
B.A. Hons., Mass Communication
Carleton University 1993 — 1996
Bachelor of Arts (B.A.), Mass Communication
St. Andrew's Presbyterian College 1984 — 1985
Economics
Florida Air Academy 1980 — 1984
St. Mary's College, Port-of-Spain 1977 — 1980
Westmoreland School
satnam mehta satnam mehta's Hub Financial Experience July 2014 - Present
Job financial security advisor
Industry Insurance
Experience
Danny Financial Services July 2015 - Present
Hub Financial July 2014 - Present
Financial Horizons February 2012 - Present
sunlife of canada April 1975 - November 1997
Education
Punjabi University 1964 — 1968
B.A.Hons, Economics, History
Danny Financial Services July 2015 - Present
Hub Financial July 2014 - Present
Financial Horizons February 2012 - Present
sunlife of canada April 1975 - November 1997
Education
Punjabi University 1964 — 1968
B.A.Hons, Economics, History
Chris DiSalle Chris DiSalle's Hub Financial Experience March 2013 - Present
Job Executive Vice President, Chief Sales Officer at HUB Financial
Industry Insurance
Experience
HUB Financial March 2013 - Present
Complete Brokerage Services Inc. May 2005 - February 2013
HUB Financial 1999 - 2005
Skills
Underwriting, Pricing, Insurance, Financial Advisory, Term Life Insurance, Life Insurance, Health Insurance, Investments, Retirement, Fixed Annuities, Disability Insurance, Mutual Funds, Retirement Planning, Marketing, Estate Planning, Business Strategy, Financial Planners, Strategic Financial..., Critical Illness, Financial Services, Leadership
Education
Laurentian University/Université Laurentienne 1982 — 1984
BA, Economics
HUB Financial March 2013 - Present
Complete Brokerage Services Inc. May 2005 - February 2013
HUB Financial 1999 - 2005
Skills
Underwriting, Pricing, Insurance, Financial Advisory, Term Life Insurance, Life Insurance, Health Insurance, Investments, Retirement, Fixed Annuities, Disability Insurance, Mutual Funds, Retirement Planning, Marketing, Estate Planning, Business Strategy, Financial Planners, Strategic Financial..., Critical Illness, Financial Services, Leadership
Education
Laurentian University/Université Laurentienne 1982 — 1984
BA, Economics
Bryan Dar Santos Bryan Dar Santos's Hub Financial Experience 2007 - 2010
Job FDI Financial Diagnostics Inc. Training the financial advisor of the future
Industry Financial Services
Experience
FDI Financial Diagnostics Inc./Life Cents Magazine January 2011 - Present
Hub Financial 2007 - 2010
TD Waterhouse 2005 - 2007
TD Waterhouse 1999 - 2002
Skills
Investments, Entrepreneurship, Wealth Management, Financial Advisory, Leadership, Finance, Retirement Planning, Mutual Funds, Marketing Communications, Marketing Strategy, Disability Insurance, Life Insurance, Small Business, Marketing, Wealth, Financial Planners, Business Development, Retirement, Term Life Insurance, Fixed Annuities, Long-term Care, Financial Services, Estate Planning, Strategic Financial..., Savings, Insurance, Pensions, Investment Strategies, Personal Finance, Critical Illness, Securities, Investment Management, Investment Advisory, Asset Allocation, Alternative Investments, Bonds, Portfolio Management, Wealth Accumulation, Mortgage Lending, Employee Benefits, Relationship Management, Retirement Savings, Asset Management, Health Insurance, Income Protection, Equities, Income, Financial Planning
Education
Canadian Securities Institute 1999 — 2014
CSC, CPH, DFC, OLC, Traders Training, Technical Analysis etc., Securities
The University of British Columbia
BA, Psychology
FDI Financial Diagnostics Inc./Life Cents Magazine January 2011 - Present
Hub Financial 2007 - 2010
TD Waterhouse 2005 - 2007
TD Waterhouse 1999 - 2002
Skills
Investments, Entrepreneurship, Wealth Management, Financial Advisory, Leadership, Finance, Retirement Planning, Mutual Funds, Marketing Communications, Marketing Strategy, Disability Insurance, Life Insurance, Small Business, Marketing, Wealth, Financial Planners, Business Development, Retirement, Term Life Insurance, Fixed Annuities, Long-term Care, Financial Services, Estate Planning, Strategic Financial..., Savings, Insurance, Pensions, Investment Strategies, Personal Finance, Critical Illness, Securities, Investment Management, Investment Advisory, Asset Allocation, Alternative Investments, Bonds, Portfolio Management, Wealth Accumulation, Mortgage Lending, Employee Benefits, Relationship Management, Retirement Savings, Asset Management, Health Insurance, Income Protection, Equities, Income, Financial Planning
Education
Canadian Securities Institute 1999 — 2014
CSC, CPH, DFC, OLC, Traders Training, Technical Analysis etc., Securities
The University of British Columbia
BA, Psychology
Jason Weinstein, CFP® Jason Weinstein, CFP®'s Hub Financial Experience October 1995 - August 2007
Job CERTIFIED FINANCIAL PLANNER® | Benefits Specialist | Investment and Insurance Advisor
Industry Financial Services
Experience
Holliswealth, a division of Scotia Capital Inc. September 2007 - Present
HollisWealth Insurance Agency Ltd. September 2007 - Present
Dundee Private Investors Inc. June 2004 - August 2007
Hub Financial October 1995 - August 2007
Cartier Partners Financial Services September 2001 - June 2004
The Investment Centre December 1998 - September 2001
Associated Financial Planners October 1995 - December 1998
RBC October 1993 - October 1995
Skills
Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Mutual Funds, Estate Planning, Investment Strategies, Retirement, Wealth, Investments, Financial Planners, Group Benefit Plans, Securities, Risk Management, Finance, Insurance, Financial Planning
Education
Eric Hamber High School
The University of British Columbia
Bachelor of Arts (B.A.), Psychology and Japanese
Holliswealth, a division of Scotia Capital Inc. September 2007 - Present
HollisWealth Insurance Agency Ltd. September 2007 - Present
Dundee Private Investors Inc. June 2004 - August 2007
Hub Financial October 1995 - August 2007
Cartier Partners Financial Services September 2001 - June 2004
The Investment Centre December 1998 - September 2001
Associated Financial Planners October 1995 - December 1998
RBC October 1993 - October 1995
Skills
Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Mutual Funds, Estate Planning, Investment Strategies, Retirement, Wealth, Investments, Financial Planners, Group Benefit Plans, Securities, Risk Management, Finance, Insurance, Financial Planning
Education
Eric Hamber High School
The University of British Columbia
Bachelor of Arts (B.A.), Psychology and Japanese
Matthew Benham Matthew Benham's Hub Financial Experience September 2015 - Present
Job Attended University of Arkansas
Industry Investment Banking
Experience
Hub Financial September 2015 - Present
HUB Financial Inc. June 2015 - September 2015
New York Life Insurance Company January 2015 - April 2015
Fish Pond Surgery Center June 2009 - January 2015
CFO4Life July 2014 - August 2014
Arvest Bank August 2013 - December 2013
Lorena Middle School September 2008 - November 2009
Benham Lawn Care June 2007 - August 2008
Skills
Strategy, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Management, Social Media, Finance, Financial Analysis, Investments, Customer Service, Sales, Leadership, Financial Planning
Education
University of Arkansas 2011 — 2014
Bachelor of Science (BS) in Business Administration, Accounting and Finance
Baylor University 2010 — 2010
Hub Financial September 2015 - Present
HUB Financial Inc. June 2015 - September 2015
New York Life Insurance Company January 2015 - April 2015
Fish Pond Surgery Center June 2009 - January 2015
CFO4Life July 2014 - August 2014
Arvest Bank August 2013 - December 2013
Lorena Middle School September 2008 - November 2009
Benham Lawn Care June 2007 - August 2008
Skills
Strategy, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Management, Social Media, Finance, Financial Analysis, Investments, Customer Service, Sales, Leadership, Financial Planning
Education
University of Arkansas 2011 — 2014
Bachelor of Science (BS) in Business Administration, Accounting and Finance
Baylor University 2010 — 2010
Gifty Asare's Hub Financial Experience April 2012 - August 2015
Job Contracting at Procom
Industry Financial Services
Experience
Procom August 2015 - Present
GPCC 2004 - Present
Hub Financial April 2012 - August 2015
Hub Financial August 2008 - April 2012
HUB Financial Inc. October 2007 - August 2008
Skills
Insurance, Employee Benefits, Life Insurance, Customer Service, Contract Management, Contract Negotiation, Proofreading, Editing, Data Analysis, Strategic Planning, Client Relations, Client Services, Disability Insurance
Education
University of Leicester
MBA
Procom August 2015 - Present
GPCC 2004 - Present
Hub Financial April 2012 - August 2015
Hub Financial August 2008 - April 2012
HUB Financial Inc. October 2007 - August 2008
Skills
Insurance, Employee Benefits, Life Insurance, Customer Service, Contract Management, Contract Negotiation, Proofreading, Editing, Data Analysis, Strategic Planning, Client Relations, Client Services, Disability Insurance
Education
University of Leicester
MBA
Jorge M. Simoes, CFP Jorge M. Simoes, CFP's Hub Financial Experience July 2013 - Present
Job National Accounts/Senior Broker Development Specialist
Industry Financial Services
Experience
HUB Financial July 2013 - Present
HUB Financial January 2012 - June 2013
HUB Financial August 2010 - January 2012
National Bank of Canada March 2010 - July 2010
Freedom 55 Financial June 2005 - March 2010
Skills
Problem Solving, Helping Clients, Financial Analysis, Strategic Financial..., Financial Risk, Insurance, Investments, Competitive Analysis, Retirement Planning, Employee Benefits, Pensions, Presentations, Sales, Sales Presentations, Education, Teaching, Critical Illness, Disability Insurance, Term Life Insurance, Universal Life, Whole Life, Long-term Care, Leadership, Technical Analysis, Compliant, Wealth Management, Underwriting, Financial Planners, Financial Services, Portfolio Management, Standards Compliance
Education
York University 2010 — 2010
Financial Plans
Centennial College 2008 — 2009
Financial Planning
Seneca College of Applied Arts and Technology 2001 — 2005
Civil Engineering Technology
HUB Financial July 2013 - Present
HUB Financial January 2012 - June 2013
HUB Financial August 2010 - January 2012
National Bank of Canada March 2010 - July 2010
Freedom 55 Financial June 2005 - March 2010
Skills
Problem Solving, Helping Clients, Financial Analysis, Strategic Financial..., Financial Risk, Insurance, Investments, Competitive Analysis, Retirement Planning, Employee Benefits, Pensions, Presentations, Sales, Sales Presentations, Education, Teaching, Critical Illness, Disability Insurance, Term Life Insurance, Universal Life, Whole Life, Long-term Care, Leadership, Technical Analysis, Compliant, Wealth Management, Underwriting, Financial Planners, Financial Services, Portfolio Management, Standards Compliance
Education
York University 2010 — 2010
Financial Plans
Centennial College 2008 — 2009
Financial Planning
Seneca College of Applied Arts and Technology 2001 — 2005
Civil Engineering Technology
Aubrey Fraser Aubrey Fraser's Hub Financial Experience June 2004 - Present
Job Financial Security Advisor at HUB Financial Inc.
Industry Financial Services
Experience
HUB Financial Inc. June 2007 - Present
Hub Financial June 2004 - Present
Sovereign Financial Group March 2004 - May 2007
WFG Canada January 2000 - March 2004
Primerica 1998 - 2000
Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Fixed Annuities, Asset Managment, Wealth Management..., Mortgage Servicing, Segregated Funds, Retirement, Wealth, Small Business, Financial Planners, Disability Insurance, Asset Management, Residential Mortgages, Health Insurance, Mutual Funds, Wealth Management, Critical Illness, Life Insurance, Term Life Insurance, Alternative Investments, Financial Planning, Financial Services, Income Protection, Mortgage Lending, Personal Finance, Relationship Management, Retirement Savings
Education
Mount Royal University 1993 — 1996
Accounting, Business Admin
Mount Royal University 1993 — 1996
Accounting and Business/Management
HUB Financial Inc. June 2007 - Present
Hub Financial June 2004 - Present
Sovereign Financial Group March 2004 - May 2007
WFG Canada January 2000 - March 2004
Primerica 1998 - 2000
Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Fixed Annuities, Asset Managment, Wealth Management..., Mortgage Servicing, Segregated Funds, Retirement, Wealth, Small Business, Financial Planners, Disability Insurance, Asset Management, Residential Mortgages, Health Insurance, Mutual Funds, Wealth Management, Critical Illness, Life Insurance, Term Life Insurance, Alternative Investments, Financial Planning, Financial Services, Income Protection, Mortgage Lending, Personal Finance, Relationship Management, Retirement Savings
Education
Mount Royal University 1993 — 1996
Accounting, Business Admin
Mount Royal University 1993 — 1996
Accounting and Business/Management
Lucia Bermudez's Hub Financial Experience January 2012 - Present
Job Life Insurance and Real Estate Specialist
Industry Real Estate
Experience
Discover Real Estate June 2012 - Present
Hub Financial January 2012 - Present
LB Real Estate & Insurance Inc. January 2005 - Present
Keller Williams Realty South - Calgary, Alberta June 2007 - June 2012
Skills
Real Estate, Investment Properties, First Time Home Buyers, Negotiation, Residential Homes, Referrals, Real Estate Transactions, Condos, Estate Planning, Foreclosures, Insurance
Education
Capilano University 1990 — 1995
Legal Assistant
Universidad Centroamericana, Managua 1968 — 1975
Law
La Asuncion 1957 — 1968
Discover Real Estate June 2012 - Present
Hub Financial January 2012 - Present
LB Real Estate & Insurance Inc. January 2005 - Present
Keller Williams Realty South - Calgary, Alberta June 2007 - June 2012
Skills
Real Estate, Investment Properties, First Time Home Buyers, Negotiation, Residential Homes, Referrals, Real Estate Transactions, Condos, Estate Planning, Foreclosures, Insurance
Education
Capilano University 1990 — 1995
Legal Assistant
Universidad Centroamericana, Managua 1968 — 1975
Law
La Asuncion 1957 — 1968
Ralph Vandervoort's Hub Financial Experience 2002 - 2013
Job proprietor at V Group Financial
Industry Financial Services
Experience
V Group Financial January 1991 - Present
Hub Financial 2002 - 2013
Norwich Union 1991 - 2002
Royal Trust December 1989 - January 1991
Manulife Financial March 1987 - December 1988
Skills
Insurance, Strategic Planning, Management, Strategic Financial..., New Business Development, Business Development, Team Building, Training, Retirement Planning, Leadership, Small Business, Employee Benefits, Mutual Funds, Financial Advisory, Finance, Customer Service, Financial Planning, Team Leadership, Financial Services
Education
University of Guelph 1972 — 1976
BSC. (AGR), Agricultural and Resource Economics
Centennial Secondary 1967 — 1972
V Group Financial January 1991 - Present
Hub Financial 2002 - 2013
Norwich Union 1991 - 2002
Royal Trust December 1989 - January 1991
Manulife Financial March 1987 - December 1988
Skills
Insurance, Strategic Planning, Management, Strategic Financial..., New Business Development, Business Development, Team Building, Training, Retirement Planning, Leadership, Small Business, Employee Benefits, Mutual Funds, Financial Advisory, Finance, Customer Service, Financial Planning, Team Leadership, Financial Services
Education
University of Guelph 1972 — 1976
BSC. (AGR), Agricultural and Resource Economics
Centennial Secondary 1967 — 1972
Winston Kuit's Hub Financial Experience February 2006 - September 2015
Job Business Development Manager at Virtual Fantasy League
Industry Financial Services
Experience
Virtual Fantasy League June 2015 - Present
Hub Financial February 2006 - September 2015
Investment Planning Counsel March 2006 - August 2013
Hub International January 2005 - December 2012
Sun Life Financial May 2002 - January 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Strategic Financial..., Life Insurance, Business Analysis, Disability Insurance, General Insurance, Risk Management, Critical Illness, Underwriting, Health Insurance, Retirement Planning, Investments, Mutual Funds, Financial Services, Financial Planning, Small Business
Education
Simon Fraser University 1995 — 2000
Bachelor of Arts (B.A.), Economics
Virtual Fantasy League June 2015 - Present
Hub Financial February 2006 - September 2015
Investment Planning Counsel March 2006 - August 2013
Hub International January 2005 - December 2012
Sun Life Financial May 2002 - January 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Strategic Financial..., Life Insurance, Business Analysis, Disability Insurance, General Insurance, Risk Management, Critical Illness, Underwriting, Health Insurance, Retirement Planning, Investments, Mutual Funds, Financial Services, Financial Planning, Small Business
Education
Simon Fraser University 1995 — 2000
Bachelor of Arts (B.A.), Economics
Shelley Bajus's Hub Financial Experience May 2003 - October 2005
Job Employee Benefits Coordinator at Phoenix Benefits Solutions Inc.
Industry Insurance
Experience
Phoenix Benefits Solutions Inc. October 2005 - Present
Hub Financial May 2003 - October 2005
Zurich Life March 1987 - June 1993
Skills
Employee Benefits, Insurance, Customer Service, Health Insurance, Critical Illness, Disability Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Retirement, Pensions, Retirement Planning, Estate Planning, Whole Life, Long-term Care
Education
University of Regina
Phoenix Benefits Solutions Inc. October 2005 - Present
Hub Financial May 2003 - October 2005
Zurich Life March 1987 - June 1993
Skills
Employee Benefits, Insurance, Customer Service, Health Insurance, Critical Illness, Disability Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Retirement, Pensions, Retirement Planning, Estate Planning, Whole Life, Long-term Care
Education
University of Regina
Mahmoud EL-Ramly's Hub Financial Experience October 2007 - August 2008
Job Managing Director at Jovial Events Management
Industry Insurance
Experience
Jovial Events Management December 2011 - Present
Move One Inc. March 2011 - Present
BMG International August 2008 - March 2010
Hub Financial October 2007 - August 2008
Golden Eagle Travel March 1993 - September 2003
Skills
Contract Negotiation, Financial Analysis, Human Resources
Education
The American University in Cairo 1978 — 1981
MA, Information Systems/Finance
Jovial Events Management December 2011 - Present
Move One Inc. March 2011 - Present
BMG International August 2008 - March 2010
Hub Financial October 2007 - August 2008
Golden Eagle Travel March 1993 - September 2003
Skills
Contract Negotiation, Financial Analysis, Human Resources
Education
The American University in Cairo 1978 — 1981
MA, Information Systems/Finance
Sam Ip's Hub Financial Experience August 2008 - September 2009
Job Software Development at eScribe Paperless Meeting Management Solutions
Industry Information Technology and Services
Experience
eScribe - Paperless Meeting Management Solutions February 2010 - Present
Hub Financial August 2008 - September 2009
eInfoLab Inc 2007 - August 2008
Skills
C#, Business Strategy, SQL, Strategic Partnerships, Operations Management, Project Management, Project Planning, Visual Studio, Sales Process, SharePoint, SaaS, Sales Management, Enterprise Software, Cloud Computing, Business Intelligence, Business Analysis, Customer Service, Management, Microsoft Office, Software Development
Education
Centennial College 2003 — 2006
eScribe - Paperless Meeting Management Solutions February 2010 - Present
Hub Financial August 2008 - September 2009
eInfoLab Inc 2007 - August 2008
Skills
C#, Business Strategy, SQL, Strategic Partnerships, Operations Management, Project Management, Project Planning, Visual Studio, Sales Process, SharePoint, SaaS, Sales Management, Enterprise Software, Cloud Computing, Business Intelligence, Business Analysis, Customer Service, Management, Microsoft Office, Software Development
Education
Centennial College 2003 — 2006
Usha Shakya's Hub Financial Experience August 2011 - August 2012
Job Independant Financial Advisor
Industry Financial Services
Experience
Interlife Financial Insurance August 2013 - Present
Interlife Financial Insurance July 2013 - Present
HUB Financial August 2011 - August 2012
Hub Financial August 2011 - August 2012
Downsview Stampings November 1986 - July 2005
Skills
Critical Illness, Retirement Planning, Term Life Insurance, Investments, Fixed Annuities, Disability Insurance, Estate Planning, Long-term Care, Financial Planners, Insurance, Health Insurance, Segregated Funds, Mortgage Lending, Retirement, Wealth, Investment Advisory, RRSP, Financial Advisory, Life Insurance, Universal Life, Investment Strategies, Savings, Wealth Accumulation, Retirement Savings, Income Protection, Securities, Financial Services
Education
George Brown College 1985 — 1987
Posrt Secondary, Mechanical Engineering Related Technologies/Technicians
George Brown College
Post Secendry, Design and Applied Arts
Interlife Financial Insurance August 2013 - Present
Interlife Financial Insurance July 2013 - Present
HUB Financial August 2011 - August 2012
Hub Financial August 2011 - August 2012
Downsview Stampings November 1986 - July 2005
Skills
Critical Illness, Retirement Planning, Term Life Insurance, Investments, Fixed Annuities, Disability Insurance, Estate Planning, Long-term Care, Financial Planners, Insurance, Health Insurance, Segregated Funds, Mortgage Lending, Retirement, Wealth, Investment Advisory, RRSP, Financial Advisory, Life Insurance, Universal Life, Investment Strategies, Savings, Wealth Accumulation, Retirement Savings, Income Protection, Securities, Financial Services
Education
George Brown College 1985 — 1987
Posrt Secondary, Mechanical Engineering Related Technologies/Technicians
George Brown College
Post Secendry, Design and Applied Arts
Hayley Moffat's Hub Financial Experience November 2014 - Present
Job Preneed & Aftercare Director at Heritage Funeral Centre
Industry Consumer Services
Experience
Hub Financial November 2014 - Present
Manulife Financial February 2014 - Present
Heritage Funeral Centre January 2013 - Present
Heritage Funeral Centre November 2007 - January 2013
Ralph Day Funeral Home November 2005 - November 2006
Rosar-Morrison Funeral Home May 2004 - November 2005
Ralph Day Funeral Home May 2003 - April 2004
Skills
Ceremonies
Education
Ryerson University 2009 — 2015
Business Management Certificate, Business Administration and Management, General
Seneca College of Applied Arts and Technology 2013 — 2013
Certificate, LLQP Prep Course
Humber College 2002 — 2003
Funeral Service Education Diploma, Funeral Service Education
Hub Financial November 2014 - Present
Manulife Financial February 2014 - Present
Heritage Funeral Centre January 2013 - Present
Heritage Funeral Centre November 2007 - January 2013
Ralph Day Funeral Home November 2005 - November 2006
Rosar-Morrison Funeral Home May 2004 - November 2005
Ralph Day Funeral Home May 2003 - April 2004
Skills
Ceremonies
Education
Ryerson University 2009 — 2015
Business Management Certificate, Business Administration and Management, General
Seneca College of Applied Arts and Technology 2013 — 2013
Certificate, LLQP Prep Course
Humber College 2002 — 2003
Funeral Service Education Diploma, Funeral Service Education
Leon Kisliuk CFP, CLU, FMA's Hub Financial Experience February 2006 - March 2011
Job Advanced Case Consultant at Great West Life
Industry Financial Services
Experience
Great-West Life March 2011 - Present
Hub Financial February 2006 - March 2011
Skills
Critical Illness, Disability Insurance, Financial Planning, Insurance, Investments, Strategic Financial..., Wealth Management, Financial Advisory, Wealth, Fixed Annuities, Retirement, Mutual Funds, Retirement Planning, Life Insurance, Term Life Insurance, Portfolio Management, Health Insurance, Estate Planning
Education
Canadian Securities Institute 2005 — 2007
CFP, FMA, Financial Planning
George Brown College 1991 — 1992
Hospitality Management, Cooking, Hotel Restaurant Management
Ryerson University 1987 — 1991
Electrical Engineering
George Brown College
Italian Culinary Diploma, Hospitality Management Diploma
Great-West Life March 2011 - Present
Hub Financial February 2006 - March 2011
Skills
Critical Illness, Disability Insurance, Financial Planning, Insurance, Investments, Strategic Financial..., Wealth Management, Financial Advisory, Wealth, Fixed Annuities, Retirement, Mutual Funds, Retirement Planning, Life Insurance, Term Life Insurance, Portfolio Management, Health Insurance, Estate Planning
Education
Canadian Securities Institute 2005 — 2007
CFP, FMA, Financial Planning
George Brown College 1991 — 1992
Hospitality Management, Cooking, Hotel Restaurant Management
Ryerson University 1987 — 1991
Electrical Engineering
George Brown College
Italian Culinary Diploma, Hospitality Management Diploma
Gina Sostegno, B.A.'s Hub Financial Experience October 2004 - June 2006
Job Human Resources Professional
Industry Human Resources
Experience
Skills for Employment, Life and Family September 2010 - Present
Human Resources Professional Association of Peel May 2010 - Present
Rogers 2006 - 2010
Hub Financial October 2004 - June 2006
Resolve Corporation March 2003 - September 2004
The Co-operators February 2002 - March 2003
La Senza September 2000 - October 2001
The Royal Bank of Canada September 1999 - September 2000
Skills
Employee Relations
Education
McMaster University
B.A., English
Sheridan College
Post-Graduate, Human Resources
Skills for Employment, Life and Family September 2010 - Present
Human Resources Professional Association of Peel May 2010 - Present
Rogers 2006 - 2010
Hub Financial October 2004 - June 2006
Resolve Corporation March 2003 - September 2004
The Co-operators February 2002 - March 2003
La Senza September 2000 - October 2001
The Royal Bank of Canada September 1999 - September 2000
Skills
Employee Relations
Education
McMaster University
B.A., English
Sheridan College
Post-Graduate, Human Resources
Nadia Triestino's Hub Financial Experience August 2011 - Present
Job Sales and Marketing at Hub Financial
Industry Marketing and Advertising
Experience
Hub Financial August 2011 - Present
Jeffrey Simbrow and Associates June 2010 - October 2010
Genetec January 2009 - June 2010
Healthcare Information Technologies Inc. August 2004 - October 2008
Healthcare Information Technologies Inc. October 2003 - August 2004
La Senza Inc. (anne-x) January 2002 - October 2002
La Senza Inc. (anne-x) August 2000 - January 2002
Skills
Project Management, Event Management, Customer Service, Media Relations, Marketing Strategy, Marketing, Email Marketing, Marketing Communications, Team Leadership, Adobe Creative Suite, Sales, Event Planning, Business Development, New Business Development
Education
Concordia University 1995 — 1999
Bachelor of Commerce, Major Marketing
Champlain College 1993 — 1995
D.E.C., Commerce
Hub Financial August 2011 - Present
Jeffrey Simbrow and Associates June 2010 - October 2010
Genetec January 2009 - June 2010
Healthcare Information Technologies Inc. August 2004 - October 2008
Healthcare Information Technologies Inc. October 2003 - August 2004
La Senza Inc. (anne-x) January 2002 - October 2002
La Senza Inc. (anne-x) August 2000 - January 2002
Skills
Project Management, Event Management, Customer Service, Media Relations, Marketing Strategy, Marketing, Email Marketing, Marketing Communications, Team Leadership, Adobe Creative Suite, Sales, Event Planning, Business Development, New Business Development
Education
Concordia University 1995 — 1999
Bachelor of Commerce, Major Marketing
Champlain College 1993 — 1995
D.E.C., Commerce
Nader Ansary's Hub Financial Experience April 2009 - March 2013
Job Marketing Director, PPI Solutions
Industry Financial Services
Experience
PPI Solutions 2013 - Present
Hub Financial April 2009 - March 2013
CIBC Wood Gundy January 2007 - March 2009
ScotiaMcLeod January 2002 - January 2007
Skills
Fixed Annuities, Wealth Management, Long-term Care, Life Insurance, Financial Advisory, Investments, Critical Illness, Mutual Funds, Insurance, Investment Advisory, Financial Planners, Pensions, Portfolio Management, Retirement Planning, Strategic Financial..., Wealth, Disability Insurance, Estate Planning, Asset Allocation, Retirement
Education
Seneca College of Applied Arts and Technology 1996 — 1999
Business Administration Diploma, Business
PPI Solutions 2013 - Present
Hub Financial April 2009 - March 2013
CIBC Wood Gundy January 2007 - March 2009
ScotiaMcLeod January 2002 - January 2007
Skills
Fixed Annuities, Wealth Management, Long-term Care, Life Insurance, Financial Advisory, Investments, Critical Illness, Mutual Funds, Insurance, Investment Advisory, Financial Planners, Pensions, Portfolio Management, Retirement Planning, Strategic Financial..., Wealth, Disability Insurance, Estate Planning, Asset Allocation, Retirement
Education
Seneca College of Applied Arts and Technology 1996 — 1999
Business Administration Diploma, Business
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO