Invesco Canada
Industry: Company
DescriptionFounded: 1981 Parent organization: Invesco
Invesco Canada List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Invesco Canada. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Invesco Canada Salaries. You can even request information on how much does Invesco Canada pay if you want to. Learn about salaries, pros and cons of working for Invesco Canada directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
91 Invesco Canada employees in database. Find out everything there's to know about Invesco Canada employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Invesco Canada Employees
Invesco Canada March 2013 - Present
Macquarie Capital Markets Canada Ltd. September 2011 - March 2013
Clarus Securities August 2010 - September 2011
DMGV 2005 - 2009
Skills
Valuation, Financial Modeling, Investments, Competitive Analysis, Entrepreneurship, Equities, Equity Research, Strategy, Business Strategy
Education
Queen's University 2009 — 2010
Full-time MBA
Escola Politécnica da Universidade de São Paulo
Industrial Engineering (Engenharia de Produção)
Invesco Canada January 2013 - Present
POI Business interiors July 2012 - January 2013
Direct Energy September 2009 - July 2012
BH Design September 2008 - March 2009
Rogers Communications September 2004 - September 2008
Skills
Vendor Management, Project Planning, MS Project, Project Management, Project Coordination, Contract Management, Change Management, Process Improvement, Strategic Planning, Program Management, Budgets, Team Leadership, Process Scheduler, Team Building, Business Analysis
Education
Algonquin College of Applied Arts and Technology 2000 — 2003
Interior Design
Ryerson University
PMP
Invesco Canada November 2014 - Present
Canadian Dealer Lease Services Inc. July 2013 - November 2014
Huk Coburg October 2009 - March 2013
Teleperformance May 2005 - September 2006
Skills
Finance, Microsoft Excel, Analysis, Strategic Planning, Change Management, Portfolio Management, Business Strategy, Management Consulting, Equities, Time Management, Insurance, Teamwork, Training, Management, Process Improvement, Customer Service
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 2006 — 2010
Bachelor of Science (B.Sc.), Economics
ACCES Employment
Baibombeh Anishinabe School August 2013 - Present
Invesco Canada (Invesco Trimark) July 2011 - August 2012
Invesco Canada October 2009 - July 2011
Roots July 2005 - May 2009
Education
York University 2012 — 2013
Bachelor of Education (B.Ed.), Junior High/Intermediate/Middle School Education and Teaching
Dalhousie University 2005 — 2009
Bachelor of Science, Marine Biology
Grizzly Industrial Inc. June 2014 - Present
Freelancing 2013 - Present
Uniglobe Printers 2013 - 2013
Invesco Canada 2008 - 2011
International News 2006 - 2007
Holiday Inn 2003 - 2005
Skills
Adobe Creative Suite, Adobe Acrobat, Adobe Illustrator, Adobe Photoshop, Adobe InDesign, Adobe Dreamweaver, XHTML, HTML, HTML 5, CSS, CSS3, jQuery, PHP, CMS, Drupal, WordPress, SEO, FTP software, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Web Design, Web Development, Graphic Design, Print Design, Page Layout Designs, Logo Design, Brand Development, Branding & Identity, Corporate Branding, Corporate Stationary, Color Theory, Typography, Custom Stationary Paper..., Custom Invitations, InDesign, Graphics
Education
British Columbia Institute of Technology / BCIT 2011 — 2012
Software Systems Development - Web Design Certificate with Distinction
British Columbia Institute of Technology / BCIT 2010 — 2011
Graphic Design Associate Certificate with Distinction
British Columbia Institute of Technology / BCIT 2005 — 2007
Bachelor of Business Administration Degree
British Columbia Institute of Technology / BCIT 2001 — 2003
Diploma of Technology in Marketing Management
Invesco Canada July 2014 - Present
Invesco Canada (Invesco Trimark) November 2011 - July 2014
Invesco Canada (Invesco Trimark) August 2011 - November 2011
Invesco Canada (Invesco Trimark) June 2011 - August 2011
Invesco Canada (Invesco Trimark) September 2010 - June 2011
Region of Peel May 2006 - September 2009
Skills
Training, TFSA, RESP, RRSP, Employee Training, Training Delivery, Finance, Leadership, Investments, CRM, Team Leadership, Mutual Funds
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Finance
Moneris Solutions May 2015 - Present
Invesco Canada May 2014 - May 2015
Canadian Tire Corporation January 2013 - May 2013
Canadian Tire Corporation September 2012 - December 2012
GlaxoSmithKline April 2012 - August 2012
Real Canadian Superstore - Joe Fresh Department May 2011 - September 2011
Toyota 2011 - 2011
Hallmark Cards 2010 - 2010
Skills
Marketing Communications, Marketing, Marketing Strategy, Market Analysis, Advertising, Social Media, Product Marketing, Communication, Merchandising, Customer Insight, Customer Service, Retail Marketing, Time Management, Teamwork, Social Media Marketing
Education
Brock University 2010 — 2014
Honours Business Administration, Marketing Major, Economics Minor
Bishop Reding 2005 — 2009
Invesco Canada February 2014 - Present
Invesco Canada December 2010 - February 2014
The Federal Economic Development Agency for Southern Ontario May 2010 - September 2010
Nature Canada June 2007 - August 2007
International Student Volunteers May 2006 - June 2006
Skills
XHTML, CSS, ActionScript, PHP, Web Design, Graphic Design, Photography, HTML5, MySQL, SEO, HTML 5, AJAX, Web Analytics
Education
Fanshawe College 2009 — 2010
Graduate Diploma, Advanced & Interactive Multimedia
Fanshawe College 2005 — 2009
Multimedia Production, Graphic/web/video design and development
Western University 2005 — 2009
Media Information and Technoculture, Cultural Theory, Media, Advertising
Ryerson University
Project Management, Project Management
Invesco Canada October 2013 - Present
Invesco Canada December 2007 - Present
Invesco Trimark August 2005 - November 2007
Invesco Trimark December 2002 - July 2005
Invesco Trimark April 2001 - December 2002
Ken Gerry Agencies Ltd April 1998 - April 2001
Kaufman Footwear Ltd January 1995 - January 1998
Skills
Securities, Financial Planning, Sales Management, Hiring, Customer Relations, Wholesaling, Strategic Planning, Performance Management, Sales Compensation, Territory Planning, HR Policies, Consultative Selling, Training & Development, Budget Management, Budget Development, Moderating, Strategic Financial..., Investments, ETFs, Selling, Relationship Management, Customer Service, Mutual Funds, Sales, Portfolio Management, Budgets, Sales Operations, Investment Strategies, Financial Services, Separately Managed..., Employee Training, Asset Management, Wealth Management, Wholesale
Education
University of Calgary 1988 — 1992
BA, Economics, Business
Proximity Canada December 2014 - February 2015
Mike Agency October 2014 - November 2014
FUSE Marketing Group October 2014 - October 2014
Freelance October 2013 - October 2014
Invesco Canada May 2012 - October 2013
Manulife Financial April 2012 - May 2012
Klick Health April 2012 - April 2012
TRAFFIKGroup March 2012 - March 2012
MacLaren McCann February 2012 - February 2012
Cheil Canada August 2011 - October 2011
Skills
Graphic Design, Art Direction, Typography, Magazines, Web Design, Advertising, Layout, Logo Design, Adobe Creative Suite, Creative Direction, Photography, Photoshop, InDesign, Corporate Identity, Image Editing, Brand Development, Corporate Branding, Art, Brochures, Graphics, Illustrator, QuarkXPress
Education
George Brown College
Invesco Canada January 2011 - Present
YWeb Studio January 2008 - Present
Property Spaces Ltd. February 2010 - October 2010
InfoEmpire Inc. November 2008 - October 2009
Education
Humber College 2006 — 2007
Web design Certificate, Web Design
State University, Ukraine 1987 — 1992
Bachelor, Social Studies
Invesco Canada April 2012 - Present
Invesco Canada December 2010 - March 2012
Invesco Canada July 2007 - December 2010
Scotia Merchant Capital July 2003 - June 2006
Skills
Investments, Investment Banking, Equities, Mutual Funds, Asset Management, Wealth Management, Portfolio Management, Private Equity, Fixed Income, Financial Modeling, Personnel Supervision, Investment Strategies
Education
Ivey Business School at Western University 2006 — 2007
Master of Business Administration
Ivey Business School at Western University 1999 — 2003
Honours Business Administration
Invesco Canada April 2013 - Present
Invesco Canada August 2012 - April 2013
Invesco Canada September 2010 - August 2012
Manulife Securities May 2010 - July 2010
Thomas Cook September 2005 - October 2008
Skills
Mutual Funds, Investment Strategies, Wealth Management, Financial Services, Investments, Securities, Equities, ETFs, Bloomberg, Asset Management, Fixed Income, Investment Advisory, Strategic Financial..., Relationship Management, Financial Analysis, Portfolio Management, Retirement Planning, Financial Modeling, Banking, Derivatives, Finance, Valuation, Investment Management, Retirement
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Finance
Invesco Canada July 2015 - Present
Invesco Canada June 2014 - June 2015
Invesco Canada October 2013 - May 2014
Invesco Canada November 2013 - January 2014
Invesco Canada July 2012 - September 2013
Ryerson University June 2011 - December 2011
H&R Block January 2011 - May 2011
Skills
Finance, Product Management, Mutual Funds, ETFs, Market Research, Leadership, Product Marketing, Investments, Microsoft Excel
Education
Queen's University 2014 — 2015
Master of Finance (M.Fin.)
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance Major, Accounting Minor
R. H. King Academy 2004 — 2008
High School
RBC August 2015 - Present
Invesco Canada September 2012 - August 2015
Maritz March 2012 - July 2012
Maritz July 2010 - March 2012
Maritz July 2008 - July 2010
MGA Entertainment May 2007 - July 2008
Canadian Public Relations Society August 2006 - May 2007
Skills
Digital Marketing, Marketing Strategy, Social Media Marketing, Social Media, Digital Strategy, Google Analytics, Content Strategy, Social Media Strategist, Competitive Analysis, Marketing Management, Corporate Social Media, CRM, Social Media Measurement, Inbound Marketing, Web Analytics, Email Marketing, B2B Marketing, Event Management, Client Relationship..., Blogging, Customer Focus, Facebook, Collaborative, Online Marketing, Customer Experience, Multi-channel Marketing, Marketing Research, Customer Engagement, Direct Marketing, B2C marketing, International Business, Banking, Leadership, Marketing Communications, Direct Mail, Integrated Marketing, Brand Development, Adobe Creative Suite, Blog, Marketing communication, Marketing online, Online Campaign..., Demand Generation
Education
York University - Schulich School of Business 2004 — 2007
International Bachelor of Business Administration
SDA Bocconi 2006 — 2006
International Business and Marketing
AGF Management Limited August 2014 - Present
BDO Canada January 2011 - April 2014
BDO Canada May 2009 - August 2009
Invesco Canada May 2008 - August 2008
Invesco Canada May 2007 - September 2007
Skills
IFRS, ASPE, Financial Audits, Financial Analysis, Financial Accounting, Financial Statements, Tax, Assurance, Auditing, GAAP, Corporate Tax, Variance Analysis, Sarbanes-Oxley Act, US GAAP, Canadian GAAP, Revenue Recognition, Income Tax, Internal Controls, Consolidation
Education
Institute of Chartered Accountants of Ontario 2011 — 2014
CA Student
Ryerson University 2006 — 2011
B.Comm, Accounting, Minor in Finance
BlackRock November 2010 - Present
BlackRock October 2008 - November 2010
Invesco Canada September 2005 - October 2008
Skills
Finance, Business Development, Equities, CRM, Mutual Funds, Relationship Management
Education
Université Laval 2003 — 2005
Bachelor of Business Administration (BBA), Finance
Invesco Canada October 2014 - Present
Miller Thomson LLP June 2012 - August 2014
Miller Thomson LLP April 2010 - June 2012
Assante Financial Management March 2008 - March 2010
Event 2 Event August 2007 - February 2008
The International Centre for Education Inc. December 2005 - March 2006
The Wokker Restaurant June 1998 - December 2005
Education
George Brown College 2005 — 2007
Event & Meeting Management Certification Program
University of Toronto 2001 — 2005
BSc. (Hons), Psychology & Anthropology
Invesco Canada June 2014 - Present
Invesco Canada July 2010 - May 2014
City of Toronto December 2009 - July 2010
Pivot Consultants May 2009 - October 2009
Pratt & Whitney Canada July 2008 - September 2008
Harita TVS Technologies Ltd June 2005 - November 2006
Harita TVS Technologies Ltd June 2004 - May 2005
Skills
Business Analysis, Business Intelligence, Market Research, Business Strategy, Business Planning, Market Analysis, Analysis, Economics, Forecasting, Leadership, Management Consulting, Process Improvement, Training
Education
Université de Montréal - HEC Montréal 2007 — 2008
MBA, Finance and Operations
Periyar University 2001 — 2004
Bachelor, Mechanical Engineering
Periyar University 2000 — 2004
BE, Mechanical Engineering
MasterCard April 2011 - Present
LoyaltyOne June 2003 - April 2011
Invesco Canada 2001 - 2002
Dell 1999 - 2001
Skills
Credit Cards, Loyalty Programs, Loyalty Marketing, Database Marketing, Mobile Payments, Segmentation, Analytics, Debit Cards, Payments, Financial Services, Direct Marketing, Strategy, Customer Acquisition, Financial Modeling, Relationship Management, Integrated Marketing, Digital Marketing, Portfolio Management, Marketing Strategy, Product Management, Management
Education
Schulich School of Business 2002 — 2003
Master of Business Administration (MBA)
Rotman School of Management 1995 — 1999
Bachelor of Commerce (BCom)
London School of Economics and Political Science
1st Year Law School Equivalent Certificate, 1999
Invesco Canada June 2015 - Present
Invesco Canada (Invesco Trimark) June 2012 - June 2015
Invesco Canada (Invesco Trimark) September 2010 - June 2012
Gentek Building Products February 2006 - August 2009
Skills
Investments, Mutual Funds, Financial Services, Relationship Management, Customer Service, Financial Analysis, Strategic Financial..., Wealth Management, Team Leadership, Teamwork, Securities, Business Analysis, Building Relationships, Coaching, Leadership, Microsoft Office, Project Management, Time Management, Microsoft Excel, Team Building, Training, ETFs, Employee Training, Customer Retention, Banking, Finance
Education
Brock University 2006 — 2010
M.M. Robinson 2000 — 2005
K.J. Harrison & Partners Inc. July 2011 - Present
Invesco Canada July 2008 - May 2011
TD Asset Management January 2003 - June 2008
Harbour Capital Management Limited January 1998 - January 2003
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst, Investments and Securities
Carleton University 1985 — 1990
Bachelor of Commerce (B.Com.), Finance
Invesco Canada June 2014 - Present
Invesco Canada (Invesco Trimark) October 2010 - June 2014
Invesco Trimark October 2009 - October 2010
Resolver Inc. October 2008 - May 2009
Skills
Project Management, Business Development, Knowledge Management, Corporate Communications, Relationship Management, Solution Development, Website Development..., Corporate Website..., Business Analysis, Creative Problem Solving, Financial Services, CRM, Mutual Funds
Education
University of Toronto 2013 — 2014
Certificate in Project Management
McGill University 2004 — 2008
B.A.
Porchlight Financial/Manulife Securities Incorporated September 2015 - Present
Sun Life Financial May 2014 - August 2015
Self employed - Professional Training & Coaching October 2007 - May 2014
Dynamic Funds January 2009 - February 2010
Sun Life Financial November 2002 - September 2006
Invesco Canada May 2001 - July 2002
Fidelity Investments November 1998 - December 2000
Skills
Coaching, Leadership Development, Workshop Facilitation, Executive Coaching, Retirement Planning, Training, Personal Development, Emotional Intelligence, Public Speaking, Wealth Management, Business Development, Retirement, Relationship Management, Mutual Funds, Leadership, Mindfulness Meditation, Meditation, Yoga, Stress Management, Work Life Balance, Brand Ambassadorship, Team Building, Entrepreneurship, Diplomacy, Program Management, Strategic Planning, Management
Education
Simon Fraser University 1989 — 1994
BA, Psychology
Retirement Options 2013 — 2013
Certified Retirement Coach, Retirement Coaching
Authentic Leadership Global 2010 — 2010
Certified Authentic Leadership Conversations Facilitator
Coaches Training Institute 2010 — 2010
CTI Coach Training Program
New Ventures West, San Francisco, California 2006 — 2006
Coaching to Excellence
Seven Centers Yoga Arts, Sedona, Arizona 2007 — 2007
200HR Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Invesco Canada January 2015 - Present
Invesco Canada May 2014 - January 2015
AC Consulting February 2013 - May 2014
Invesco Canada October 2011 - April 2013
Cactus Club January 2005 - September 2011
Skills
Public Speaking, Marketing, Business Strategy, Leadership, Persuasive Presentations, Sales, Entrepreneurship
Education
British Columbia Institute of Technology 2010 — 2011
Bachelor of Business Administrations, Business
British Columbia Institute of Technology 2008 — 2011
Diploma, Marketing Management
Langara College
Bachelor of Business Administrations, Business
Invesco Canada June 2015 - Present
Invesco Canada May 2015 - Present
Invesco November 2013 - April 2015
J Contentree Magazines & Books December 2011 - March 2013
Skills
Translation, Content Licensing, Magazines, Digital Media, Blogging, Social Media, Marketing Communications, Corporate Communications, Public Relations, Publishing, French, Politics, Digital Strategy, Digital Marketing, Fashion, Market Research, Microsoft Office, Marketing Strategy, Marketing, Business Strategy, Strategy
Education
McGill University 2005 — 2009
Political Science, French-English Translation Double Major, Bachelor of Arts (B.A.)
Invesco Canada 1999 - Present
Invesco Canada June 2006 - April 2009
Invesco Canada November 2000 - January 2004
Invesco Canada April 1999 - November 2000
Government of Ontario 1998 - 1999
TD Securities 1995 - 1997
First Canada Securities May 1993 - September 1993
Skills
Mutual Funds, ETFs, Wealth Management, Investment Banking, Risk Management, Securities, Asset Management, Alternative Investments, Fixed Income, Financial Services, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 1997 — 1998
MBA, Business
The University of Western Ontario 1991 — 1995
The University of Western Ontario - Richard Ivey School of Business 1991 — 1995
HBA, Business
SEI February 2015 - Present
Invesco Canada April 2011 - January 2015
Centric Health August 2009 - March 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Mutual Funds, Building Business..., Marketing, Wealth Management, Financial Services, Financial Markets, Golf, Presentations, Creative Problem Solving, Team Leadership, Mentoring
Education
University of Guelph 2005 — 2009
Bachelor of Commerce (BCom), Commerce
Invesco Canada October 2013 - Present
Microsoft August 2011 - November 2011
Microsoft March 2010 - September 2011
Xbox September 2010 - December 2010
Microsoft Office April 2010 - June 2010
Microsoft October 2008 - October 2009
Skills
Graphic Design, Illustrator, Graphics, Industrial Design, Photoshop, Web Design, Microsoft Office, Adobe Creative Suite, Illustration, Product Design, Information Graphics, Presentations
Education
OCAD University 2003 — 2007
Bachelors of Design, Industrial Design
Columbus College of Art & Design 2001 — 2003
Industrial Design
Perpich Center for Arts Education 1998 — 2000
Visual Arts
Invesco Canada January 2013 - Present
Invesco Canada (Invesco Trimark) April 2007 - December 2012
Invesco Canada (Invesco Trimark) April 2006 - April 2007
TD Financial Services June 2004 - April 2006
Skills
Mutual Funds, Business Development, Relationship Management, Marketing Strategy, Product Management, Business Strategy, Marketing, Strategic Planning, Budgets, Investments, Sales, Business Analysis, Project Management, Finance, Competitive Analysis, Management
Education
York University 2002 — 2007
BAS, Bachelor Administrative Studies
George Brown College
Retail Buying Certificate (2009-2010)
York University
Marketing Certificate
Invesco Canada June 2015 - Present
Invesco Canada April 2014 - June 2015
Learn To Trade Global September 2010 - April 2014
TekSavvy Solutions Inc. March 2010 - July 2010
Rusmediacom March 2009 - August 2009
International SOS April 2008 - October 2008
Skills
Microsoft Office, Salesforce.com, Dreamweaver, Foreign Exchange, Customer Service, Market Research, Marketing, Social Media, Social Media Marketing, Relationship Management, Investment Strategies, Business Process..., Trading Strategies, Financial Markets, Portfolio Management, Lead Generation, Online Advertising, Marketing Strategy, Management, CRM, Business Development
Education
Humber College 2009 — 2010
Postgraduate, International Marketing (Honors)
Moscow Academy for Humanities and Social Studies (former Moscow Humanitarian University) 2004 — 2009
Graduate, International Relations (Honors)
State Street November 2013 - Present
Invesco Canada November 2012 - August 2013
London Life May 2011 - May 2012
The Town of Markham November 2010 - May 2011
Education
Saint Mary's University 2006 — 2010
Commerce, Finance & Marketing
Invesco Canada 2009 - 2015
Invesco Trimark 2005 - 2009
Iovate Health Sciences Inc. 2003 - 2005
Alaia, Royal LePage / Brascan Media 2002 - 2003
RealWave Software Inc. 1999 - 2001
Skills
Web Content Management, Web Design, User Experience, HTML, CSS, JavaScript, XHTML, Adobe Creative Suite, Google Analytics, Web Analytics, User Interface Design, Responsive Web Design, Microsoft Office Suite, Web Content Creation, Search Engine..., Relationship Management, Project Management, People Management, People Development, Team Building, Web Marketing Strategy, Financial Services, Mutual Funds, Business Analysis, Investments, Architectural Drawings, Legal Compliance, Web Development, CMS, Photoshop, Illustrator, Dreamwaver, InDesign, Acrobat Pro, SEO, Adobe Acrobat
Education
Computer Technology Institute
Ryerson University
Bachelor of Technology – Architecture
Citi Group August 2015 - Present
CIBC Wealth Management Technology May 2015 - Present
Loblaw Companies Limited April 2008 - October 2014
Invesco Canada June 2005 - December 2007
Points November 2004 - March 2005
RadioShack January 1998 - April 2004
Skills
Functional Design, Data Analysis, PL/SQL, Oracle, Perl Script, SQL, Unix Shell Scripting, Databases, Data Mapping, Visio, SharePoint, Business Analysis, Business Intelligence, Data Modeling, Requirements Analysis, Perl, Unix, SDLC, C and ProC Programming, Shell Scripting, Integration
Education
University of Toronto 2015 — 2015
Enterprise Data Analytics
Texas A&M University-Commerce 1994 — 1997
Master's Degree, Computer Science
Institute of Business Administration - University of Dhaka
B.A Bachelor in Business Administration
Invesco Canada March 2013 - Present
Invesco Canada (Invesco Trimark) July 2012 - February 2013
Invesco Canada (Invesco Trimark) February 2012 - July 2012
Invesco Canada June 2010 - February 2012
State Street December 2007 - May 2010
KOTRA 2005 - 2006
Skills
Accounting, Financial Analysis, Excel, Process Improvement, Mutual Funds, Financial Reporting, Access, Bloomberg, Investments, Analysis, Financial Modeling, Auditing, Business Analysis, Asset Management, Hedge Funds, IFRS, Financial Statements, Strategic Financial..., VBA, Finance, Financial Accounting
Education
University of Toronto - Rotman School of Management 2001 — 2007
B.Comm, Finance&Accounting
St. Andrew's College 1998 — 2001
HighSchool Diploma
Invesco Canada January 2015 - Present
TD Waterhouse Private Investment Advice May 2012 - August 2013
Skills
Corporate Tax, Income Tax Act, Tax Accounting, Financial Analysis, Time Management, Team-oriented, Analytical Skills, Team Leadership, Leadership, Fast Learner, Highly detail oriented, Interpersonal..., Problem Analysis, Data Analysis, Teamwork, Customer Oriented, Critical Thinking, Close Attention to..., Interpersonal...
Education
University of Waterloo 2014 — 2016
Master of Taxation, Taxation
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
The University of Western Ontario 2010 — 2012
Bachelor of Management and Organizational Studies, Honours Specialization in Accounting
Region of Peel September 2010 - Present
Deluxe Entertainment Services Group November 2005 - April 2010
Symcor 2002 - 2005
Invesco Canada 1998 - 2002
IBM Canada Ltd. 1994 - 1998
Skills
Project Management, Project Planning, MS Project, Lotus Notes, Lotus Domino, Architecture, SharePoint, Windows, Messaging, Microsoft Exchange, Microsoft Office, Blackberry, Blackberry Enterprise..., SQL, HTML, IIS, Social Business, ITIL, Project Coordination, ITIL Certified, Troubleshooting, Software Documentation, IT Strategy, Data Migration, System Migration, Email Migration, Service Delivery, Networking
Education
Project Management Certifcate At Sheridan College 2010 — 2012
Certificate of Project Management, Project Management, A
Microsoft Exchange 5.5 Administration 1999 — 1999
Training Course
Sheridan College 1989 — 1993
Computers
Invesco Canada March 2015 - Present
Rogers Communications - Supply Chain February 2013 - March 2015
Ontario Ministry of Education June 2012 - June 2013
Rogers Communications - Supply Chain July 2010 - June 2012
Rogers Communications - Ecommerce September 2009 - July 2010
The Globe and Mail July 2008 - August 2009
Ganz March 2007 - June 2008
Skills
Java Enterprise Edition, Web Services, SOA, Oracle, XML, Java, JSP, Web Applications, Linux, UML, Servlets, Websphere, JavaScript, jQuery, Joomla, JSF, AJAX, E-commerce, Hibernate, Integration, Leadership Development, MySQL, PHP, SQL, SEO, Troubleshooting, Unix, XSLT, XSL, XPath, XSD, SOA BPEL, Responsive Web Design, Big Data, IBM BigInsights, AQL, WebSphere
Education
Academy of Learning Career and Business College 2007 — 2008
Honours Diploma, Business Administration
Southwest University 1992 — 1996
Bachelor, Computer Science
HomEquity Bank August 2014 - August 2015
Invesco Canada February 1999 - March 2014
Ross Dixon Financial Services May 1997 - January 1999
O'Donnell Investment Management December 1995 - April 1997
United Financial/ Spectrum United November 1993 - December 1995
CIBC Securities/ Hyperion Trusts May 1992 - November 1993
Tax Advantages Inc. January 1985 - May 1992
Skills
Relationship Development, Territory Planning and..., Sales Process, Strategic Financial..., Financial Services, Mutual Funds, Marketing, ETFs, Wealth Management, Sales, Financial Advisory, Investments, Business Development, Investment Strategies, Securities, Retirement Planning, Financial Planning
Education
Seneca College of Applied Arts and Technology 1982 — 1984
Business Mgmt and Marketing
Markham District High School 1977 — 1981
High School, 13
Treasury Board Secretariat - IT Source July 2010 - Present
BMO InvestorLine December 2009 - May 2010
Invesco Canada 2007 - 2008
BMO Financial Group 2006 - 2007
Skills
Financial Analysis, Microsoft Excel, Relationship Management, Team Leadership
Education
DeGroote School of Business, McMaster University
Honours Bachelor of Commerce
Canadian Securities Institute
McMaster University
Invesco Canada December 2012 - Present
Invesco June 2009 - December 2012
Invesco Trimark June 2005 - July 2009
Skills
Mutual Funds, Investments, Financial Planners, Finance, Financial Advisory, Investment Advisory, Wealth Management, Retirement Planning, Securities, Strategic Financial..., Asset Managment, Portfolio Management, Estate Planning, Financial Services, Critical Illness, Disability Insurance, Retirement, Fixed Annuities, Fixed Income, Investment Strategies, Asset Allocation, Asset Management, Investment Management, ETFs, Alternative Investments, Wealth, Personal Financial..., Relationship Management, High Net Worth..., Wealth Management..., Financial Planning
Education
University of Guelph 2002 — 2006
Business Adminstration, Finance
Bank of Montreal August 2008 - Present
Invesco Canada August 2003 - January 2008
IFDS February 2003 - August 2003
Fidelity Investments Canada Ltd May 1999 - November 2002
Fidelity Investments Canada Ltd July 1997 - May 1999
Fidelity Investments Canada Ltd December 1995 - July 1997
Skills
SDLC, Requirements Gathering, Quality Assurance, Requirements Analysis, Quality Center, Visio, Software Documentation, SQL, Testing, User Acceptance Testing, Unix, SharePoint, MS Project, Agile Methodologies, Team Leadership, Unix Operating Systems, Test Planning, Business Requirements, Regression Testing
Education
George Brown College 1992 — 1994
Information Systems
AMA University (formerly known as AMA Computer College) 1989 — 1991
Computer Science
Guinayangan Academy 1985 — 1989
High School/Secondary Diploma Programs
Invesco Canada January 2010 - Present
AEGON/Transamerica Life Canada June 2009 - December 2009
Fidelity Investments Canada ULC March 2005 - February 2009
Fidelity Investments Canada ULC 2005 - 2006
Fidelity Investments Canada ULC. 2002 - 2004
Fidelity Investments Canada ULC. 2001 - 2002
Fidelity Investments 1998 - 2001
Skills
Marketing Communications, Mutual Funds, Digital Marketing, Marketing Strategy, Email Marketing, Investments, Budgets, Internal Communications, Management, Advertising, Marketing, Financial Services, Corporate Communications, Relationship Management, Leadership, Social Media
Education
Dalhousie University 1992 — 1996
BA, English
Invesco Canada September 1998 - Present
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Securities, Income Tax, Auditing, Tax Advisory, Corporate Tax, Investments
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Invesco Canada August 2015 - Present
Horizons Exchange Traded Funds July 2011 - August 2015
Cantor Fitzgerald August 2008 - December 2010
Evergreen Investments March 2008 - June 2008
Skills
Trading, Asset Management, Business Development, Equity Trading, Financial Modeling, Investments, Fixed Income, Alternative Investments, Equities, Hedge Funds, Portfolio Management, Mutual Funds, Capital Markets, Securities, Bloomberg, Investment Strategies, ETFs, Wealth Management
Education
Hamilton College 2002 — 2006
Bachelor of Arts (BA), Economics
Invesco Canada July 2015 - Present
Invesco Canada June 2010 - July 2015
Invesco Canada March 2007 - June 2010
Invesco Canada September 2004 - March 2007
Education
Dalhousie University 1999 — 2004
Bachelor of Commerce (B.Com.)
Lysander Funds July 2009 - Present
Russell Investment Group 2007 - 2009
Tricycle Asset Management June 2001 - August 2007
Invesco Canada 1992 - 2001
Skills
Mutual Funds, Investments, Investment Management, Capital Markets, Financial Advisory, Retirement, Financial Markets, Insurance, Credit, Financial Planners, Wealth Management, Investment Strategies, Investment Advisory, Asset Managment, High Net Worth..., Portfolio Management, Asset Allocation, Asset Management, Securities, Alternative Investments
Education
The University of Western Ontario - Huron University College 1984 — 1988
Hons.BA, Politics and History
Lawrence Park C.I. 1979 — 1984
OSSHGD
Invesco Canada 2007 - Present
Empire Financial Group 2001 - 2007
Law Office of Doug Carroll 1997 - 2007
Education
York University - Osgoode Hall Law School 2005 — 2007
LLM (Tax)
University of Toronto 1989 — 1993
JD
Acadia University 1985 — 1989
BBA, Business
Invesco Canada May 2014 - Present
B2B Bank September 2012 - Present
Dynamic Mutual Funds May 2008 - July 2012
DYNAMIC MUTUAL FUNDS May 2005 - May 2008
Dynamic Mutal Funds December 2003 - May 2005
Idear English, Sunrise Academy, YMCA, Jumpstart September 1999 - September 2003
M.R.S. Trust September 1997 - August 1999
Skills
Mentoring, Microsoft Office, Excel, Needs Analysis, Adult Education, Training Delivery, Microsoft Excel, Teaching, Coaching, E-Learning, Management, Onboarding, Business Strategy, Customer Service, Team Leadership, Change Management, Performance Management, Relationship Management, Risk Management, Financial Services, Mutual Funds
Education
George Brown College 2010 — 2012
Instructing Adults Certificate, Teaching and Training
Invesco July 2011 - Present
Invesco October 2007 - June 2011
Invesco Canada June 1998 - October 2007
Laurentian Bank Securities January 1994 - June 1998
Skills
Investments, Treasury Management, Cash Management, Treasury, Banking, Liquidity Management, Foreign Exchange, Capital Markets, Bloomberg, FX Options, Hedging, Mutual Funds, Finance, Mergers, Cash Flow Forecasting, Funding, Asset Management, Securities
Education
SEC 2012 — 2012
series 99 EXAM
CGA 1994 — 1998
Accounting and Finance
Seneca College of Applied Arts and Technology 1990 — 1994
Acct & Finance, Accounting and Finance
Sentry Investments September 2015 - Present
Invesco Canada January 2014 - August 2015
British Columbia Securities Commission April 2011 - January 2014
Mackenzie Investments January 2011 - April 2011
Credential Financial Inc. October 2007 - January 2011
Great Canadian Gaming Corporation April 2003 - August 2007
Education
Vancouver Island University 2002 — 2007
BBA, Finance
Thompson Rivers University 2000 — 2002
Diploma, Hotel/Resort Management
Rogers Communications September 2010 - Present
Oracle Corporation June 2008 - August 2010
BEA Systems January 2005 - June 2008
Invesco Canada July 2002 - December 2004
Passport New Media November 2000 - June 2002
Skills
Weblogic, SOA, Oracle SOA Suite, Oracle Service Bus, ESB, Solution Architecture, Enterprise Architecture, Java Enterprise Edition, Middleware, XML, RUP, Websphere, SDLC, JMS, EAI, Integration, UML, Design Patterns, Web Services, Application Architecture, SOAP, Requirements Analysis, Java, Oracle, EJB, Spring, PL/SQL, Software Project..., Ant, Hibernate, Tomcat, Agile Methodologies, Unix, JBoss Application Server, JDBC, Struts, BPEL, Solaris, JSP, WebLogic, WebSphere
Education
Chernivci National 'Juriy Fedkovyc' University 1985 — 1995
Ph.D., Physics and Mathematics
Sun Life Global Investments April 2014 - Present
Sun Life Global Investments September 2013 - April 2014
Invesco Canada January 2013 - May 2013
Invesco Canada (Invesco Trimark) April 2011 - January 2013
Skills
Customer Service, Business Development, Customer Relations, Investment Management, Mutual Funds, Fixed Annuities, Holistic Financial..., Sales, Contact Management, Financial Services, Wealth Management, Retirement Planning, Relationship Management, Portfolio Management, Management, Investments, Financial Planning, Financial Analysis, Finance
Education
Golden Gate University 2008 — 2010
BBA, Business Administration
Invesco Canada April 2013 - Present
Credit Suisse September 2009 - March 2013
KPMG 2004 - 2008
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2009
MBA
Wilfrid Laurier University 2003 — 2004
Accounting
Western University 1999 — 2003
Business
CIBC March 2014 - Present
Invesco Canada June 2013 - October 2013
Invesco Ltd. February 2012 - June 2013
City of Ottawa July 2011 - October 2011
Statistics Canada May 2010 - December 2010
Privy Council Office February 2009 - September 2009
Skills
French, Research, English, International Business, PowerPoint, mutual funds, Investments, Economics, Market Research, Analysis, Financial Analysis, Mutual Funds, Corporate Finance, Financial Modeling, Valuation, Finance
Education
University of Ottawa / Université d'Ottawa 2007 — 2011
Bcomm, Finance
Reims Management School / ESC Reims 2011 — 2011
International Management Program
Invesco Canada January 2013 - Present
Invesco Trimark March 2010 - January 2013
Boston Scientific May 2007 - February 2010
National Hockey League Players' Association March 1998 - May 2007
Skills
Customer Service, Microsoft Office, Strategic Planning, Investments, Event Planning, Project Management, Building Relationships, Mutual Funds, Financial Services, Marketing Communications, Event Management, Team Leadership, Public Speaking, Relationship Management, Leadership, Marketing, Sales
Education
Ryerson University 1990 — 1991
General Academic
Invesco Canada November 2014 - Present
TD Merchant Services November 2013 - November 2014
CN Tower January 2013 - October 2013
Sears Canada December 2011 - December 2012
Manulife Financial February 2011 - November 2011
TD Waterhouse October 2010 - July 2011
JP Morgan Chase Canada February 2010 - February 2011
Canon USA Inc May 2008 - December 2009
Fiserv November 2007 - April 2008
Freddie Mac September 2006 - October 2007
Skills
Requirements Gathering, Business Analysis, SDLC, Business Requirements, Requirements Analysis, Visio, Vendor Management, Business Process..., Business Process, Process Improvement, Software Project..., Use Case Analysis, Gap Analysis, SharePoint, Agile Methodologies, SQL, PMP, Waterfall, User Acceptance Testing, Agile Project Management, IT Strategy
Education
Northwest Missouri State University 2001 — 2004
Bachelor of Science, International Business
Franklin Templeton Investments September 2001 - Present
Invesco Canada 1999 - September 2001
TD Asset Management 1988 - 1999
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Equities, Asset Managment, Retirement Planning, Financial Services, Investment Advisory, Financial Planning, Securities, Relationship Management, Alternative Investments
Education
Concordia University
Bachelor of Commerce (B.Com.), Major Finance, Economics Minor
Sun Life Financial September 2013 - Present
Advocis July 2012 - August 2013
Moody's Analytics November 2006 - May 2011
Invesco Canada September 2005 - May 2006
Gallipro September 2002 - August 2005
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Marketing, Direct Marketing, Financial Services, Project Management, Public Relations, Creative Strategy, Creative Problem Solving, Strategic Planning, Strategic Communications, Digital Strategy
Education
Birmingham City University 2001 — 2003
Master of Business Administration (M.B.A.), Marketing
Navy Federal Credit Union August 2012 - Present
Navy Federal Credit Union January 2012 - September 2012
Navy Federal Credit Union April 2011 - December 2011
Navy Federal Credit Union January 2010 - May 2011
Invesco Canada 1999 - 2001
Skills
Business Analysis, SDLC, Requirements Analysis, Vendor Management, Process Improvement, Lotus Notes, Program Management, PMP, Software Project..., Business Process..., Project Management, Microsoft Office, Integration, ITIL, Software Documentation, Visio, Testing, Software Development, IT Strategy, SharePoint, Troubleshooting, Project Planning, Leadership, IT Management, Analysis, Business Intelligence, Business Process, Management, PMO, Quality Assurance, Requirements Gathering, Enterprise Architecture, Systems Analysis, MS Project
Education
University of Maryland College Park 1991 — 1996
Marketing, Business Administration
Nobleton Capital Asset Management Inc. 2014 - Present
VentureLink Funds 2001 - 2002
Invesco Canada 2000 - 2001
Skills
Customer Service, Strategic Planning, Marketing Strategy, Entrepreneurship, Budgets, Event Management, Negotiation, Social Media Marketing, Management, Leadership, Social Media, New Business Development, Mutual Funds, Financial Accounting, Income Tax, Marketing, Sales, Team Building, Finance
Education
George Brown College 2009 — 2010
Culinary Arts, Culinary Skills - Chef Training
Seneca College of Applied Arts and Technology 1996 — 1999
Business Administration - Marketing (Co-op), Business Administration and Management, General
George Brown College
Bachelor's Degree, BAB of Accounting and Finance, Completed 2 years of 4
Manulife Financial / John Hancock September 2013 - Present
NexJ Systems November 2012 - September 2013
Ontario Teachers' Pension Plan / NEXJ Systems November 2012 - September 2013
CPP Investment Board September 2011 - November 2012
CPP Investment B March 2010 - September 2011
CPP Investment Board March 2009 - March 2010
Invesco Canada July 2007 - March 2009
IFDS September 2006 - June 2007
ERDEMiR 1993 - 1997
Education
Markit EDM - CADIS
Certified Markit EDM Professional, Data Management
University of Ottawa / Université d'Ottawa 1998 — 2000
Master of Business Administration (MBA), Finance, General
Orta Doğu Teknik Üniversitesi / Middle East Technical University
Bachelor of Science (BSc), Aeronautical/Aerospace Engineering Technology/Technician, Honours Degree
Canadian Securities Institute
CSC Certificate
Algonquin College of Applied Arts and Technology 1998 — 1999
Certificate, Technology Developer Program in ATI
Invesco Canada June 2013 - Present
Invesco Canada (Invesco Trimark) September 2012 - June 2013
Invesco Canada April 2011 - September 2012
Skills
Mutual Funds, Investments, Financial Services, ETFs, Business Development, Relationship Management, Securities, Wealth Management, Investment Strategies, CRM, Portfolio Management, Financial Analysis, Finance, Customer Service, Sales, Teamwork, Time Management
Education
Ryerson University 2006 — 2010
Bcomm, Finance
Invesco Canada September 2012 - Present
Invesco February 2010 - August 2012
Coast Capital Savings 2005 - 2008
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Wealth Management, Financial Services, ETFs, Asset Managment, Investment Strategies
Education
British Columbia Institute of Technology 2001 — 2007
Finance
Eat Your Words February 2012 - Present
Invesco Canada July 2001 - Present
Kathy A Chant, CPA, CA November 1998 - Present
CAE Inc March 1998 - October 1998
Toronto Hydro 1991 - 1997
Education
Simon Fraser University
Bachelor of Business Administration (B.B.A.)
Invesco Canada October 2009 - Present
Future Shop January 2008 - March 2009
Future Shop August 2006 - December 2007
Atlantic Health Sciences (Saint John Regional Hospital) June 2000 - August 2002
Skills
Mutual Funds, Customer Service, Teamwork, Investments, Financial Services, Troubleshooting, Customer Satisfaction, Finance, Call Centers, Direct Sales, PowerPoint, Microsoft Excel, Relationship Management, Building Relationships, Customer Relations, Mobile Applications, Group Presentations, Consumer Electronics, Installations, Staff Training, Software Training, Technical Training, Software Quality..., Client Services, Client Relationship..., Entrepreneurial Skills, Financial Markets, ETFs, Computer Hardware, Cross-functional Team..., Team Oriented, Staff Mentoring, Microsoft Office, Excel, Word, Problem Solving, Call Center, SharePoint, Adobe Creative Suite, HTML5, CSS, AngularJS
Education
University of New Brunswick 2001 — 2006
Bachelors, Business Administration
Mackenzie Investments December 2013 - Present
Invesco Canada August 2009 - September 2013
Burgundy Asset Management May 2003 - July 2009
Skills
Chartered Financial...
Education
University of Manitoba 1991 — 1995
Bachelor of Commerce (B.Com.) Honours, Finance, General, Dean's List
University of Minnesota - Carlson School of Management 1993 — 1994