Independent Planning Group
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Independent Planning Group Employees
Independent Planning Group 2009 - Present
Salvation Army Christmas Kettle campaign November 2013 - January 2014
Business Breakfast Club 2010 - 2013
financialwerx 2009 - 2010
Primerica 2008 - 2010
Skills
Wealth Management, Investment Advisory, Insurance, Estate Planning, Mutual Funds, Disability Insurance, Fixed Annuities, Retirement Planning, Retirement, Strategic Financial..., Investments, Health Insurance, Critical Illness, Small Business, Financial Advisory, Pensions, Employee Benefits, Mortgage Lending, Long-term Care, Life Insurance, Financial Analysis, Term Life Insurance, Wealth, Portfolio Management, Financial Planners, Investment Strategies, Risk Management, Asset Management, Asset Allocation, Underwriting, IRAs, Residential Mortgages, Securities, Wealth Accumulation, Loans, Income Protection, Credit, Financial Services, Personal Finance
Education
Algonquin College of Applied Arts and Technology 1989 — 1990
Nursing Assistant, Practical Nursing, Vocational Nursing and Nursing Assistants, Honours
Desjardins Financial Securities Investments July 2013 - Present
Mackenzie Savone Team August 2010 - 2013
Independent Planning Group February 2009 - August 2010
Rose & Associates Inc January 2002 - July 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Financial Planners, Insurance, Portfolio Management, Financial Advisory, Risk Management, Wealth Management, Mutual Funds, Estate Planning, Investment Advisory, Fixed Annuities, Investment Strategies, Critical Illness, Finance, Wealth, Asset Allocation, Disability Insurance, Life Insurance, Financial Planning
Education
Durham College 2008 — 2009
LLQP (Life Insurance Level 2 designation)
Algonquin College of Applied Arts and Technology 2004 — 2008
Marketing / Business Management
IPC Investment Corporation April 2014 - Present
Independent Planning Group October 1998 - April 2014
Balanced Planning Financial Group January 1994 - October 1998
Acadia University, Vaughan Memorial Library 1983 - 1985
Skills
Segregated Funds, Financial Services, Investments, Wealth, Retirement Planning, Critical Illness, Tax, Small Business, Financial Advisory, Retirement, Finance, Mortgage Insurance, Strategic Financial..., Financial Planners, Investment Strategies, Pensions, Portfolio Management, Risk Management, Estate Planning, Wealth Management, Mutual Funds, Securities, TFSA, Investment Advisory, Term Life Insurance, RESP, Retirement Savings, Fixed Annuities, Disability Insurance, Asset Allocation, Insurance, Asset Managment, Socially Responsible...
Education
Acadia University 1978 — 1983
B.Sc., Biology, Minor in Chemistry
BKL Design Group October 2014 - Present
Dynamic Care Group February 2014 - Present
Rapid City Transport May 2014 - October 2014
Independent Planning Group December 2009 - May 2014
bbc-abc 2010 - 2011
Primerica Financial Services 2006 - 2009
MDS Nordion 1995 - 2008
Skills
Estate Planning, Learning Disabilities, Health Insurance, Project Planning, Small Business, Strategic Financial..., Retirement, Disability Insurance, Wealth Management, Insurance, Financial Planners, Risk Management, Wealth, Succession Planning, Portfolio Management, Fixed Annuities, Securities, Asset Allocation, Asset Management, Marketing, Time Management, Pensions, Critical Illness, Long Term Care Insurance, Investment Management, Employee Benefits, Investment Strategies, Wealth Management..., Financial Advisory, RESP, Segregated Funds, Loans, Financial Planning, Fixed Income, ETFs, Whole Life, Wealth Accumulation, Customer Service
Education
Algonquin College of Applied Arts and Technology 1992 — 1995
CET, Mechanical Technology
Brookfield HS 1970 — 1975
Science
IPC Securities Corp March 2015 - Present
Investment Planning Counsel December 2013 - March 2015
Independent Planning Group 2005 - December 2013
Money Concepts 1990 - 2005
Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Retirement, Succession Planning, Financial Goals, Wealth Management..., Socially Responsible..., Financial Advisory, Strategic Financial..., Risk Management, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Planners, Disability Insurance, Investment Strategies, Income Protection, High Net Worth..., Critical Illness, Life Insurance, Long-term Care, Asset Management, Personal Financial..., Segregated Funds, Personal Finance, Financial Plan Risk..., Tax Efficient..., Planned Giving..., Wealth Accumulation, Wealth, Finance, Investment Management, Investment Advisory, Tax, Strategy, Portfolio Management, Certified Financial..., Financial Planning
Education
Carleton University 1985 — 1989
BA (Hons)
Universitetet i Oslo (UiO) 1987 — 1987
University Summer Program
Marianopolis College 1984 — 1985
Investment Planning Counsel May 2014 - Present
Algonquin College November 2010 - April 2014
Independent Planning Group November 2009 - April 2014
Future Shop May 2007 - March 2010
Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Investments, Estate Planning, Wealth Management, Insurance, Teaching, Financial Planners, Financial Analysis, Investment Advisory, Finance, Personal Finance, Financial Advisory, Investment Strategies, Retirement, Financial Planning, Life Insurance, Asset Allocation
Education
Algonquin College of Applied Arts and Technology 2007 — 2009
Diploma in Business Administration, Business Administration
H&R Block Canada January 2015 - May 2015
H&R Block Canada January 2014 - May 2014
Independent Planning Group June 2013 - December 2013
The Olde Forge Community Resource Centre February 2013 - April 2013
State Farm June 2010 - May 2011
TIGAR A.D. Rubber Products Company February 1999 - January 2007
Grawe osiguranje a.d.o. May 2004 - April 2006
Skills
Sales Process, Business Development, Insurance, Financial Services, B2B, Microsoft Excel, Microsoft Word, English (Professional..., Business Planning, Sales, Financial Analysis, Project Planning, Strategy, Product Development, Finance, Credit, Account Management, Customer Service, Team Leadership, Investments
Education
CFA Institute
I have passed CFA Level I Exam
University of Nis, Nis
Masters in Economics, Monetary Economics and Banking, With Honours
CSI Global Education
CSC (Canadian Securities Course), 83%
CSI Global Education
IFIC (Investment Funds in Canada), 80%
Durham College
LLQP (Life License Qualification Program) exam
Insurance Institute of Ontario
OTL (Other than Life) Exam, A+
University of Nis
Bachelor of Science (B.Sc.), Economics
Independent Planning Group August 2012 - Present
Castillo Insurance Services April 2012 - August 2012
Casa Toro Mexican Grill April 2007 - March 2012
Discount Bounce May 2011 - September 2011
Skills
Professional Services, Entrepreneurship, Marketing Management
Education
Penn State University
Pennridge High School
Investment Planning Counsel May 2014 - Present
Chartered Professional Accountants of Ontario (CPA Ontario) 2014 - 2015
Independent Planning Group July 2005 - April 2014
Money Concepts Ottawa Central August 1992 - July 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Estate Planning, Investments, Insurance, Tax, Retirement Income..., Retirement, Insurance Planning, Financial Advisory, Wealth, Investment Strategies, Financial Planners, Strategic Financial..., Finance, Investment Advisory, Income Tax, Disability Insurance, Fixed Annuities, Accounting, Pensions, Asset Allocation, Portfolio Management, Critical Illness, Income Protection, Financial Analysis, Risk Management, Financial Services
Education
McMaster University 2011 — 2013
Chartered Director (C. Dir.), Board of Directors Development
Financial Planning Standards Council 1995 — 1999
CFP, Financial Planning
Certified General Accountants of Ontario 1978 — 1981
CGA, Accounting
University of Montreal 1968 — 1974
B. Comm, Accounting
Independent Planning Group November 2007 - Present
Chelsea Financial January 2005 - Present
Triglobal Capital Management January 2001 - November 2007
Groupe Ad Verticem January 1999 - December 2000
Skills
Transparency, Integrity, knowledgeable
Education
University of Ottawa / Université d'Ottawa 1993 — 1996
Bachelor, Law
University of Ottawa / Université d'Ottawa 1990 — 1993
Bachelor, Political Sciences
Independent Planning Group July 2010 - Present
New England Financial July 2004 - July 2010
Skills
Retirement Planning, Disability Insurance, Estate Planning, Wealth Management, Retirement, Investment Advisory, Investments, 401k Rollovers, Portfolio Management, Life Insurance, Financial Advisory, Asset Allocation, Strategic Financial..., Fixed Annuities, Mutual Funds, Securities, Long-term Care, Wealth, Investment Strategies, IRAs, 401k, Insurance, Financial Planners, Series 7, Pensions, Term Life Insurance, Series 63, Long Term Care Insurance, Whole Life
Education
University of Mississippi
Bachelor of Business Administration (BBA)
The American College
CERTIFIED FINANCIAL PLANNER™
The American College
Chartered Financial Consultant
First Aid 4U June 2009 - Present
Canadian Red Cross 2009 - 2013
www.ShopForInsurance.ca 2008 - August 2011
Independent Planning Group March 2006 - March 2008
DFS Financial Security November 2002 - March 2006
Columbus Boys' Camp 1994 - 1999
Skills
Coaching, Leadership Development, Entrepreneurship, Goal Oriented, Customer Satisfaction, New Business Development, Strategic Partnerships, Strategic Thinking, Corporate Branding, Problem Solving, People Skills, Sales, First Aid, Cpr Certified, Industrial Safety, Business Strategy, Organizational..., Team Building, Change Management
Education
University of Ottawa / Université d'Ottawa 1994 — 2000
BSc, Health Sciences, Human Kinetics
JSI Telecom April 2014 - Present
JSI Telecom November 2012 - April 2014
Non Linear Creations (NLC) June 2007 - November 2012
Independent Planning Group March 2005 - June 2007
Sitel December 2004 - February 2005
Canadian Revenue Agency June 2004 - August 2004
General Dynamics February 1998 - August 1998
Skills
Java, C#, Shell Scripting, MCollective, DevOps, Puppet, ASP.NET, Maven, Apache Storm, Web Development, Ruby, jQuery, JavaScript, Jenkins, AJAX, Web Services, .NET, NoSQL, SQL, Microsoft SQL Server, PHP, TFS, HTML, LINQ, MySQL, Agile Methodologies, WPF, XML, Enterprise Search, Visual Studio, CSS, Enterprise Content..., OOP, Continuous Integration, Web Applications, Scrum, Git, IIS, ASP.NET MVC, Hadoop, Apache Pig, Lucene, Sitecore
Education
Carleton University 2000 — 2004
Bachelors, Computer Science
Carleton University 2000 — 2004
Bachelor's degree, Computer Science
TD Waterhouse November 2011 - Present
Independent Planning Group February 2010 - August 2010
Skills
Banking, Portfolio Management, Credit, Financial Analysis, Risk Management, Investments, Derivatives, Financial Risk, Capital Markets, Economics, Trading, Loans, Corporate Finance, Credit Analysis, Credit Risk, Commercial Banking, Financial Modeling, Investment Banking, Retail Banking, FX Options, Bonds, Finance, Securities, Equities
Education
Carleton University 2004 — 2009
B.A, Economics
GSSS Pyakassa