Invesco Canada (Invesco Trimark)
Industry: Company
DescriptionFounded: 1981 Parent organization: Invesco
Invesco Canada (Invesco Trimark) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Invesco Canada (Invesco Trimark). You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Invesco Canada (Invesco Trimark) Employees
Employee
Years
Job
Industry
Mike Kolatschek Mike Kolatschek's Invesco Canada (Invesco Trimark) Experience 2000 - 2004
Job Internal Communications Manager McDonald's Restaurants of Canada Ltd.
Industry Food & Beverages
Experience
McDonald's Canada December 2007 - Present
Hudson's Bay Company 2004 - 2007
Franklin Templeton Investments 2003 - 2004
Invesco Canada (Invesco Trimark) 2000 - 2004
Skills
Corporate Communications, Internal Communications, Social Media, Event Management, Coaching, Training, Leadership, Graphic Design, Marketing Communications, Intranet Strategy, Content Management, Intranet, Marketing Strategy, Strategy, Social Media Marketing, Advertising, Strategic Planning, Newsletters, Marketing, Public Relations
Education
University of Toronto School of Continuing Studies 2013 — 2014
Certificate in Digital Strategy and Communications Management
University of Toronto School of Continuing Studies 2002 — 2004
Certificate in Marketing
Concordia University 1993 — 1996
BFA, Communications, Design, Marketing
McDonald's Canada December 2007 - Present
Hudson's Bay Company 2004 - 2007
Franklin Templeton Investments 2003 - 2004
Invesco Canada (Invesco Trimark) 2000 - 2004
Skills
Corporate Communications, Internal Communications, Social Media, Event Management, Coaching, Training, Leadership, Graphic Design, Marketing Communications, Intranet Strategy, Content Management, Intranet, Marketing Strategy, Strategy, Social Media Marketing, Advertising, Strategic Planning, Newsletters, Marketing, Public Relations
Education
University of Toronto School of Continuing Studies 2013 — 2014
Certificate in Digital Strategy and Communications Management
University of Toronto School of Continuing Studies 2002 — 2004
Certificate in Marketing
Concordia University 1993 — 1996
BFA, Communications, Design, Marketing
Gaït Marguerite Vassallo Gaït Marguerite Vassallo's Invesco Canada (Invesco Trimark) Experience December 2011 - February 2013
Job Pursuing a Financial Analysis Master Degree
Industry Financial Services
Experience
Invesco Canada (Invesco Trimark) December 2011 - February 2013
Invesco Canada (Invesco Trimark) September 2010 - November 2011
Dundee Wealth February 2010 - May 2010
AIESEC January 2009 - December 2009
BMCWS May 2009 - August 2009
Skills
Mutual Funds, ETFs, Problem Solving, Analytical Abilities, Retention Strategies, Customer Service..., Conflict Resolution, Building Relationships, Translation, Leading Change, Personal Financial..., English, Analytical Skills, French, International Relations, Wealth Management, Relationship Building, Customer Service
Education
Faculté de Finance, Banque, Comptabilité 2014 — 2016
Master's Degree, International Financial Analysis, GPA 3.0
Université Panthéon Sorbonne (Paris I)
Bachelor of Laws (LLB)
HEC Montreal 2007 — 2010
Bachelor in Business Administration, Finance
Institut Stanislas Cannes 2004 — 2006
CPGE - Prepa HEC, Economy
CSI
Canadian Security Course, Investment
Invesco Canada (Invesco Trimark) December 2011 - February 2013
Invesco Canada (Invesco Trimark) September 2010 - November 2011
Dundee Wealth February 2010 - May 2010
AIESEC January 2009 - December 2009
BMCWS May 2009 - August 2009
Skills
Mutual Funds, ETFs, Problem Solving, Analytical Abilities, Retention Strategies, Customer Service..., Conflict Resolution, Building Relationships, Translation, Leading Change, Personal Financial..., English, Analytical Skills, French, International Relations, Wealth Management, Relationship Building, Customer Service
Education
Faculté de Finance, Banque, Comptabilité 2014 — 2016
Master's Degree, International Financial Analysis, GPA 3.0
Université Panthéon Sorbonne (Paris I)
Bachelor of Laws (LLB)
HEC Montreal 2007 — 2010
Bachelor in Business Administration, Finance
Institut Stanislas Cannes 2004 — 2006
CPGE - Prepa HEC, Economy
CSI
Canadian Security Course, Investment
Paulette Armstrong Paulette Armstrong's Invesco Canada (Invesco Trimark) Experience December 1996 - June 1999
Job National Cilent & Services at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP June 2012 - Present
KPMG International July 2010 - September 2011
Grant Thornton International March 2009 - May 2010
Ernst and Young April 2003 - February 2009
Morningstar July 2002 - April 2003
T.E. Financial Consultants Ltd. December 1999 - September 2001
Invesco Canada (Invesco Trimark) December 1996 - June 1999
RBC April 1990 - April 1995
Skills
Marketing Strategy, Strategic Planning, Market Research, Marketing Communications, New Business Development, Process Improvement, Budgeting, Account Management, Team Management, Event Management, Strategy Development, Customer Relations, Microsoft Office, Business Process..., Problem Solving, Team Building
Education
Humber College
Business Administration Marketing
Grant Thornton LLP June 2012 - Present
KPMG International July 2010 - September 2011
Grant Thornton International March 2009 - May 2010
Ernst and Young April 2003 - February 2009
Morningstar July 2002 - April 2003
T.E. Financial Consultants Ltd. December 1999 - September 2001
Invesco Canada (Invesco Trimark) December 1996 - June 1999
RBC April 1990 - April 1995
Skills
Marketing Strategy, Strategic Planning, Market Research, Marketing Communications, New Business Development, Process Improvement, Budgeting, Account Management, Team Management, Event Management, Strategy Development, Customer Relations, Microsoft Office, Business Process..., Problem Solving, Team Building
Education
Humber College
Business Administration Marketing
Jack Saraga's Invesco Canada (Invesco Trimark) Experience July 2011 - August 2012
Job High School Science Teacher at Baibombeh Anishinabe School
Industry Financial Services
Experience
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
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
Tammer Christopher Mikhail's Invesco Canada (Invesco Trimark) Experience 2010 - 2011
Job Bilingual Business Development Executive at American Express
Industry Financial Services
Experience
American Express 2014 - 2015
salesforce.com 2013 - 2014
CDW 2012 - 2013
Whirlpool Corporation 2011 - 2011
Invesco Canada (Invesco Trimark) 2010 - 2011
Marshalls Drug Store June 2005 - September 2010
Skills
Bilingual, Team Leadership, Customer Service, Teamwork, Customer Retention, Sales, Sales Management, Time Management, Budgets, Business Strategy, Customer Satisfaction, Sales Operations, IT Solutions, Solution Selling, Solution Architecture, Creative Problem Solving, Salesforce.com, Direct Sales, Sales Process, Building Relationships, Selling, CRM, Leadership, Account Management, Business Development, Sales Presentations, Forecasting, Management, SaaS, Strategy, Strategic Partnerships, Customer Experience, Channel Partners
Education
Ryerson University
Bachelor of Commerce, Finance
American Express 2014 - 2015
salesforce.com 2013 - 2014
CDW 2012 - 2013
Whirlpool Corporation 2011 - 2011
Invesco Canada (Invesco Trimark) 2010 - 2011
Marshalls Drug Store June 2005 - September 2010
Skills
Bilingual, Team Leadership, Customer Service, Teamwork, Customer Retention, Sales, Sales Management, Time Management, Budgets, Business Strategy, Customer Satisfaction, Sales Operations, IT Solutions, Solution Selling, Solution Architecture, Creative Problem Solving, Salesforce.com, Direct Sales, Sales Process, Building Relationships, Selling, CRM, Leadership, Account Management, Business Development, Sales Presentations, Forecasting, Management, SaaS, Strategy, Strategic Partnerships, Customer Experience, Channel Partners
Education
Ryerson University
Bachelor of Commerce, Finance
Jonathan Kraft Jonathan Kraft's Invesco Canada (Invesco Trimark) Experience November 2011 - July 2014
Job Supervisor, Operations Support Services at Invesco Canada
Industry Financial Services
Experience
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
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
Amy Ste. Marie's Invesco Canada (Invesco Trimark) Experience June 2011 - Present
Job Senior Talent Acquisition Partner at Invesco Canada Ltd.
Industry Staffing and Recruiting
Experience
Invesco Canada (Invesco Trimark) June 2011 - Present
Altis Human Resources September 2009 - June 2011
excel Human Resources August 2007 - September 2009
Skills
Recruiting, Marketing, Relationship Management, Sales, Negotiation, Temporary Placement, Talent Acquisition, Employee Relations, Performance Management, Building Relationships, Human Resources, Training, Deferred Compensation, Technical Recruiting, Employee Engagement, Project Management, Customer Service, Financial Services, Sourcing, Employer Branding, Temporary Staffing, Vendor Management, Talent Management, Contract Recruitment, IT Recruitment, Interviews, Hiring, Time Management, HRIS, Business Development, Account Management, Applicant Tracking..., Permanent Placement, Relationship Building, Business Analysis, Management, Networking, Employee Benefits, Onboarding, Leadership, Internet Recruiting, CRM
Education
University of Ottawa 2002 — 2006
B.Comm, Marketing, Human Resources, Finance
Reims School of Management 2004 — 2005
International Management Program, International Business
Invesco Canada (Invesco Trimark) June 2011 - Present
Altis Human Resources September 2009 - June 2011
excel Human Resources August 2007 - September 2009
Skills
Recruiting, Marketing, Relationship Management, Sales, Negotiation, Temporary Placement, Talent Acquisition, Employee Relations, Performance Management, Building Relationships, Human Resources, Training, Deferred Compensation, Technical Recruiting, Employee Engagement, Project Management, Customer Service, Financial Services, Sourcing, Employer Branding, Temporary Staffing, Vendor Management, Talent Management, Contract Recruitment, IT Recruitment, Interviews, Hiring, Time Management, HRIS, Business Development, Account Management, Applicant Tracking..., Permanent Placement, Relationship Building, Business Analysis, Management, Networking, Employee Benefits, Onboarding, Leadership, Internet Recruiting, CRM
Education
University of Ottawa 2002 — 2006
B.Comm, Marketing, Human Resources, Finance
Reims School of Management 2004 — 2005
International Management Program, International Business
Greg David Greg David's Invesco Canada (Invesco Trimark) Experience January 2012 - Present
Job Senior Product Brand Program Manager at Invesco Canada (Invesco Trimark)
Industry Investment Management
Experience
Invesco Canada (Invesco Trimark) January 2012 - Present
MD Physician Services September 2010 - January 2012
AGF Investments Inc. June 2010 - September 2010
AGF Investments Inc. May 2009 - June 2010
AGF Investments August 2006 - May 2009
Scotia Securities Inc. May 2003 - July 2006
Skills
Project Management, Business Development, Competitive Intelligence, Mutual Funds, Asset Managment, Product Management, Investment Strategies, Financial Services, Product Development, Product Marketing, Relationship Management, Marketing, Cross-functional Team..., Strategy, Competitive Analysis, Asset Management, Investments
Education
Humber College 1997 — 1998
Post-Graduate Diploma, Marketing, Securities Specialty
McMaster University 1995 — 1997
B.A., History
McMaster University 1991 — 1995
B.A., Psychology
Invesco Canada (Invesco Trimark) January 2012 - Present
MD Physician Services September 2010 - January 2012
AGF Investments Inc. June 2010 - September 2010
AGF Investments Inc. May 2009 - June 2010
AGF Investments August 2006 - May 2009
Scotia Securities Inc. May 2003 - July 2006
Skills
Project Management, Business Development, Competitive Intelligence, Mutual Funds, Asset Managment, Product Management, Investment Strategies, Financial Services, Product Development, Product Marketing, Relationship Management, Marketing, Cross-functional Team..., Strategy, Competitive Analysis, Asset Management, Investments
Education
Humber College 1997 — 1998
Post-Graduate Diploma, Marketing, Securities Specialty
McMaster University 1995 — 1997
B.A., History
McMaster University 1991 — 1995
B.A., Psychology
Martin Couture Martin Couture's Invesco Canada (Invesco Trimark) Experience December 2003 - April 2006
Job Directeur Régional chez Banque Nationale Investissements
Industry Financial Services
Experience
Banque Nationale April 2006 - Present
Invesco Canada (Invesco Trimark) December 2003 - April 2006
RBC August 2001 - December 2003
Skills
Marchés, Conseil en placements, Produits gérés, Développements des..., Marchés financiers, Courtage, Plans de retraite, Solutions..., REER, CELI, Fonds mutuels
Education
Bishop's University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Champlain College 1996 — 1998
Banque Nationale April 2006 - Present
Invesco Canada (Invesco Trimark) December 2003 - April 2006
RBC August 2001 - December 2003
Skills
Marchés, Conseil en placements, Produits gérés, Développements des..., Marchés financiers, Courtage, Plans de retraite, Solutions..., REER, CELI, Fonds mutuels
Education
Bishop's University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Champlain College 1996 — 1998
Bill Gleed's Invesco Canada (Invesco Trimark) Experience August 2012 - June 2015
Job VP, Platform Business Development
Industry Investment Management
Experience
Franklin Templeton Investments July 2015 - Present
Invesco Canada (Invesco Trimark) August 2012 - June 2015
Invesco Canada (Invesco Trimark) July 2011 - August 2012
Invesco Canada (Invesco Trimark) October 2007 - July 2011
Invesco Canada (Invesco Trimark) June 2006 - October 2007
Skills
Mutual Funds, ETFs, Investments, Wealth Management, Securities, Investment Strategies, Strategic Financial..., Investment Advisory, Retirement Planning, Asset Managment, Portfolio Management, Equities, Asset Allocation, Financial Services, Financial Planning, Asset Management, Relationship Management
Education
University of Ottawa / Université d'Ottawa 2002 — 2006
Bachelor of Commerce (B.Com.)
University College Dublin 2005 — 2005
Bachelor of Commerce
Canadian Securities Institute 2008 — 2011
FCSI
Canadian Securities Institute 2010 — 2010
CIM
Franklin Templeton Investments July 2015 - Present
Invesco Canada (Invesco Trimark) August 2012 - June 2015
Invesco Canada (Invesco Trimark) July 2011 - August 2012
Invesco Canada (Invesco Trimark) October 2007 - July 2011
Invesco Canada (Invesco Trimark) June 2006 - October 2007
Skills
Mutual Funds, ETFs, Investments, Wealth Management, Securities, Investment Strategies, Strategic Financial..., Investment Advisory, Retirement Planning, Asset Managment, Portfolio Management, Equities, Asset Allocation, Financial Services, Financial Planning, Asset Management, Relationship Management
Education
University of Ottawa / Université d'Ottawa 2002 — 2006
Bachelor of Commerce (B.Com.)
University College Dublin 2005 — 2005
Bachelor of Commerce
Canadian Securities Institute 2008 — 2011
FCSI
Canadian Securities Institute 2010 — 2010
CIM
Cedric Rioux Cedric Rioux's Invesco Canada (Invesco Trimark) Experience May 2011 - Present
Job Regional Associate at Invesco Canada (Invesco Trimark)
Industry Investment Management
Experience
Invesco Canada (Invesco Trimark) May 2011 - Present
Hexavest December 2010 - March 2011
Universitas Trust Funds October 2008 - December 2009
Enobia Pharma March 2000 - June 2008
Skills
Business Development, Venture Capital, Investments, Project Management, Mutual Funds, Pharmaceutical Industry, Lifesciences, R&D, Financial Analysis, Alternative Investments, Financial Services, Financial Markets, ETFs, Portfolio Management
Education
2008 — 2009
MBA, Corporate Finance, Investment & Portfolio Management
2006 — 2008
Graduate Diploma, Management
BSc, Chemistry
Invesco Canada (Invesco Trimark) May 2011 - Present
Hexavest December 2010 - March 2011
Universitas Trust Funds October 2008 - December 2009
Enobia Pharma March 2000 - June 2008
Skills
Business Development, Venture Capital, Investments, Project Management, Mutual Funds, Pharmaceutical Industry, Lifesciences, R&D, Financial Analysis, Alternative Investments, Financial Services, Financial Markets, ETFs, Portfolio Management
Education
2008 — 2009
MBA, Corporate Finance, Investment & Portfolio Management
2006 — 2008
Graduate Diploma, Management
BSc, Chemistry
John Sclodnick John Sclodnick's Invesco Canada (Invesco Trimark) Experience January 2011 - August 2011
Job Equity Research Associate, Gold and Precious Metals at Desjardins
Industry Capital Markets
Experience
Desjardins May 2013 - Present
Mackenzie Investments May 2012 - September 2012
Invesco Canada (Invesco Trimark) January 2011 - August 2011
Invesco Canada (Invesco Trimark) October 2009 - December 2010
Maple Trips May 2007 - September 2009
Junta de Andalucía August 2008 - June 2009
Skills
International Economics, Financial Analysis, Financial Modeling, Investment Strategies, International Trade, Physical Comedy, Mutual Funds, Investments, Finance, Financial Advisory, Corporate Finance, Equities, Bloomberg
Education
Schulich School of Business 2011 — 2013
International MBA, Finance and Global Mining Management
Dalhousie University 2005 — 2008
BA, Economics and Philosophy majors
University of King's College 2004 — 2005
BA, Foundation Year Program
Desjardins May 2013 - Present
Mackenzie Investments May 2012 - September 2012
Invesco Canada (Invesco Trimark) January 2011 - August 2011
Invesco Canada (Invesco Trimark) October 2009 - December 2010
Maple Trips May 2007 - September 2009
Junta de Andalucía August 2008 - June 2009
Skills
International Economics, Financial Analysis, Financial Modeling, Investment Strategies, International Trade, Physical Comedy, Mutual Funds, Investments, Finance, Financial Advisory, Corporate Finance, Equities, Bloomberg
Education
Schulich School of Business 2011 — 2013
International MBA, Finance and Global Mining Management
Dalhousie University 2005 — 2008
BA, Economics and Philosophy majors
University of King's College 2004 — 2005
BA, Foundation Year Program
James Anderson CFA, ICD.D James Anderson CFA, ICD.D's Invesco Canada (Invesco Trimark) Experience July 2011 - Present
Job Corporate Director
Industry Financial Services
Experience
Invesco Canada (Invesco Trimark) July 2011 - Present
Fred Victor Centre October 2010 - Present
Corporate Director May 2008 - Present
Sun Life Financial January 1970 - January 2009
Skills
Investments, Asset Management, Portfolio Management, Risk Management, Valuation, Financial Analysis, Mutual Funds, Real Estate, Mortgage, Asset Managment, Mortgage Lending, Due Diligence, Strategic Planning, Strategic Financial..., Corporate Finance, Investment Strategies, Fixed Income, Capital Markets, Alternative Investments, Securities, Credit, Asset Allocation, Wealth Management, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Leadership, Bloomberg, Financial Services, Financial Risk, Investment Management, Finance, Equities, Derivatives, Financial Markets, Relationship Management, Trading, Investment Advisory, Investment Banking, Investor Relations, Equity Research, Banking, FX Options, Structured Finance, Structured Products, Private Equity, Financial Advisory, Credit Analysis, Project Finance, Executive Management
Education
University of Toronto - Rotman School of Management 1989 — 1992
MBA, Finance
Concordia University 1966 — 1970
B.Comm, Marketing
Invesco Canada (Invesco Trimark) July 2011 - Present
Fred Victor Centre October 2010 - Present
Corporate Director May 2008 - Present
Sun Life Financial January 1970 - January 2009
Skills
Investments, Asset Management, Portfolio Management, Risk Management, Valuation, Financial Analysis, Mutual Funds, Real Estate, Mortgage, Asset Managment, Mortgage Lending, Due Diligence, Strategic Planning, Strategic Financial..., Corporate Finance, Investment Strategies, Fixed Income, Capital Markets, Alternative Investments, Securities, Credit, Asset Allocation, Wealth Management, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Leadership, Bloomberg, Financial Services, Financial Risk, Investment Management, Finance, Equities, Derivatives, Financial Markets, Relationship Management, Trading, Investment Advisory, Investment Banking, Investor Relations, Equity Research, Banking, FX Options, Structured Finance, Structured Products, Private Equity, Financial Advisory, Credit Analysis, Project Finance, Executive Management
Education
University of Toronto - Rotman School of Management 1989 — 1992
MBA, Finance
Concordia University 1966 — 1970
B.Comm, Marketing
Matthew Renton Matthew Renton's Invesco Canada (Invesco Trimark) Experience June 2012 - June 2015
Job Training Consultant at Invesco Canada (Invesco Trimark)
Industry Financial Services
Experience
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
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
Kamar sidhu Kamar sidhu's Invesco Canada (Invesco Trimark) Experience November 2004 - October 2007
Job Dealer Services at IFDS Canada
Industry Financial Services
Experience
IFDS Canada April 2013 - Present
B2B Bank October 2012 - March 2013
Invesco Trimark October 2007 - October 2011
Invesco Canada (Invesco Trimark) November 2004 - October 2007
Invesco Canada (Invesco Trimark) September 1997 - October 2004
Skills
Financial service,..., Teamwork, Product Development, Call Center, Mutual Funds, Investments, Financial Services, Financial Analysis, Banking, Business Analysis, Building Relationships, Risk Management, Strategic Financial..., Relationship Management, Finance, Segregated Funds, Job Coaching, Communication, Training
Education
Ryerson University 1995 — 1995
BComm, Major Economics, Minor Finance
IFDS Canada April 2013 - Present
B2B Bank October 2012 - March 2013
Invesco Trimark October 2007 - October 2011
Invesco Canada (Invesco Trimark) November 2004 - October 2007
Invesco Canada (Invesco Trimark) September 1997 - October 2004
Skills
Financial service,..., Teamwork, Product Development, Call Center, Mutual Funds, Investments, Financial Services, Financial Analysis, Banking, Business Analysis, Building Relationships, Risk Management, Strategic Financial..., Relationship Management, Finance, Segregated Funds, Job Coaching, Communication, Training
Education
Ryerson University 1995 — 1995
BComm, Major Economics, Minor Finance
Hande Tokdemir Hande Tokdemir's Invesco Canada (Invesco Trimark) Experience 1999 - 2011
Job Fund Accounting Manager at RBC Investor & Treasury Services
Industry Financial Services
Experience
Invesco Canada (Invesco Trimark) 1999 - 2011
Mellon Bank 1997 - 1998
ExxonMobil 1994 - 1995
Skills
Internal Controls
Education
Duquesne University
MBA, Finance
Eastern Mediterranean University
Bachelor, Business Administration
Invesco Canada (Invesco Trimark) 1999 - 2011
Mellon Bank 1997 - 1998
ExxonMobil 1994 - 1995
Skills
Internal Controls
Education
Duquesne University
MBA, Finance
Eastern Mediterranean University
Bachelor, Business Administration
Adam Dibe's Invesco Canada (Invesco Trimark) Experience July 2012 - February 2013
Job Research Assistant at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's February 2013 - Present
Invesco Canada (Invesco Trimark) July 2012 - February 2013
RBC Dominion Securities September 2011 - December 2011
Ontario Power Generation May 2010 - August 2010
SSQ Financial Group September 2006 - October 2008
Skills
Financial Analysis, Investments, Financial Modeling, Mutual Funds, Strategic Financial..., Bloomberg, Corporate Finance, Fixed Income, Customer Service, Financial Planning, Capital Markets
Education
York University - Schulich School of Business 2007 — 2011
BBA, Finance
Copenhagen Business School 2010 — 2010
Standard & Poor's February 2013 - Present
Invesco Canada (Invesco Trimark) July 2012 - February 2013
RBC Dominion Securities September 2011 - December 2011
Ontario Power Generation May 2010 - August 2010
SSQ Financial Group September 2006 - October 2008
Skills
Financial Analysis, Investments, Financial Modeling, Mutual Funds, Strategic Financial..., Bloomberg, Corporate Finance, Fixed Income, Customer Service, Financial Planning, Capital Markets
Education
York University - Schulich School of Business 2007 — 2011
BBA, Finance
Copenhagen Business School 2010 — 2010
Gordon Agbolosoo Gordon Agbolosoo's Invesco Canada (Invesco Trimark) Experience April 2005 - August 2006
Job Shared Services & National Distribution Leader at RSA (Royal & Sun Alliance Insurance Company of Canada
Industry Insurance
Experience
RSA (Royal & Sun Alliance Insurance Company of Canada April 2013 - Present
RSA (Royal & Sun Alliance Insurance Company of Canada August 2006 - April 2013
RSA Group 2006 - April 2013
Invesco Canada (Invesco Trimark) April 2005 - August 2006
Skills
Vendor Management, Customer Service, Risk Management, Underwriting, Insurance, Leadership, Call Centers, Process Improvement, Employee Benefits, Claim, Performance Management, Brokers, Property & Casualty..., Prevention, Emergency Management, Preparedness, Disaster Recovery, Mitigation, Disaster Response
Education
Building Owners and Managers Institute 2007 — 2011
FMA , RPA, Building/Construction Finishing, Management, and Inspection
George Brown College
Crisis/Emergency/Disaster Management
George Brown College Continuing Education
RSA (Royal & Sun Alliance Insurance Company of Canada April 2013 - Present
RSA (Royal & Sun Alliance Insurance Company of Canada August 2006 - April 2013
RSA Group 2006 - April 2013
Invesco Canada (Invesco Trimark) April 2005 - August 2006
Skills
Vendor Management, Customer Service, Risk Management, Underwriting, Insurance, Leadership, Call Centers, Process Improvement, Employee Benefits, Claim, Performance Management, Brokers, Property & Casualty..., Prevention, Emergency Management, Preparedness, Disaster Recovery, Mitigation, Disaster Response
Education
Building Owners and Managers Institute 2007 — 2011
FMA , RPA, Building/Construction Finishing, Management, and Inspection
George Brown College
Crisis/Emergency/Disaster Management
George Brown College Continuing Education
Suzanne Tremblay Suzanne Tremblay's Invesco Canada (Invesco Trimark) Experience 2003 - Present
Job VicePrésidente Ventes régionales, Invesco
Industry Financial Services
Experience
Invesco Canada (Invesco Trimark) 2003 - Present
Fiducie Desjardins 2000 - 2003
Desjardins 1996 - 2000
Education
1998 — 2001
MBA
1987 — 1990
Bacc, Administration, Finances
Invesco Canada (Invesco Trimark) 2003 - Present
Fiducie Desjardins 2000 - 2003
Desjardins 1996 - 2000
Education
1998 — 2001
MBA
1987 — 1990
Bacc, Administration, Finances
Habib Khokhar Habib Khokhar's Invesco Canada (Invesco Trimark) Experience January 2012 - May 2013
Job Seeking an Exciting New Opportunity
Industry Information Technology and Services
Experience
Ontario Teachers' Pension Plan January 2014 - April 2015
Invesco Canada (Invesco Trimark) January 2012 - May 2013
AGF Management Limited March 2011 - June 2011
RBC January 2009 - March 2011
RBC May 2003 - December 2008
Skills
Business Analysis, Customer Service, Teamwork, Trading Systems, Problem Solving, Technology..., Attention To Detail, Business Requirements, Change Management, Vendor Management, Project Coordination, Technical Support, Application Support, Market Data Services, Financial Services, Requirements Gathering, Model Portfolios, Troubleshooting, User Acceptance Testing, Requirements Analysis, SharePoint, Quality Assurance, System Administration, Data Analysis, Analysis, Bloomberg
Education
Ryerson University 2006 — 2016
Bachelor of Commerce (B.Com.), I.T. Management
Sheridan College 1993 — 1996
Business Administration, Finance & Accounting
Ontario Teachers' Pension Plan January 2014 - April 2015
Invesco Canada (Invesco Trimark) January 2012 - May 2013
AGF Management Limited March 2011 - June 2011
RBC January 2009 - March 2011
RBC May 2003 - December 2008
Skills
Business Analysis, Customer Service, Teamwork, Trading Systems, Problem Solving, Technology..., Attention To Detail, Business Requirements, Change Management, Vendor Management, Project Coordination, Technical Support, Application Support, Market Data Services, Financial Services, Requirements Gathering, Model Portfolios, Troubleshooting, User Acceptance Testing, Requirements Analysis, SharePoint, Quality Assurance, System Administration, Data Analysis, Analysis, Bloomberg
Education
Ryerson University 2006 — 2016
Bachelor of Commerce (B.Com.), I.T. Management
Sheridan College 1993 — 1996
Business Administration, Finance & Accounting
Alexandra Morosan Alexandra Morosan's Invesco Canada (Invesco Trimark) Experience October 2010 - June 2014
Job Client Support Consultant at Invesco Canada
Industry Financial Services
Experience
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.
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.
Gary Lew, CFA, MBA Gary Lew, CFA, MBA's Invesco Canada (Invesco Trimark) Experience 2009 - 2013
Job Portfolio Manager at Aurion Capital
Industry Financial Services
Experience
Aurion Capital 2015 - Present
Invesco Canada (Invesco Trimark) 2009 - 2013
Invesco Canada (Invesco Trimark) 2004 - 2008
Invesco Canada (Invesco Trimark) 2002 - 2004
Altamira 1998 - 2000
DPI 1997 - 1998
Skills
Fixed Income Portfolio..., Leverage Loans, High Yield Credit, Financial Modeling, Financial Statement..., Credit Analysis, Bloomberg, Fixed Income, Investments, High Yield, Portfolio Management, Mutual Funds, Chartered Financial..., Alternative Investments, Asset Management, Equities, Finance
Education
CFA Institute
CFA
University of Toronto 2000 — 2002
Master of Business Administration (MBA)
University of Saskatchewan 1993 — 1997
B Comm, Finance
Aurion Capital 2015 - Present
Invesco Canada (Invesco Trimark) 2009 - 2013
Invesco Canada (Invesco Trimark) 2004 - 2008
Invesco Canada (Invesco Trimark) 2002 - 2004
Altamira 1998 - 2000
DPI 1997 - 1998
Skills
Fixed Income Portfolio..., Leverage Loans, High Yield Credit, Financial Modeling, Financial Statement..., Credit Analysis, Bloomberg, Fixed Income, Investments, High Yield, Portfolio Management, Mutual Funds, Chartered Financial..., Alternative Investments, Asset Management, Equities, Finance
Education
CFA Institute
CFA
University of Toronto 2000 — 2002
Master of Business Administration (MBA)
University of Saskatchewan 1993 — 1997
B Comm, Finance
Joel Rabouin's Invesco Canada (Invesco Trimark) Experience July 2005 - November 2010
Job Director of Sales & Integration at FundEX Investments Inc.
Industry Financial Services
Experience
FundEX Investments Inc. January 2012 - Present
FundEX Investments Inc. November 2010 - January 2012
Invesco Canada (Invesco Trimark) July 2005 - November 2010
AIM Trimark Investments September 1999 - July 2005
Skills
Investments, Strategic Financial..., Asset Managment, Wealth Management, Portfolio Management, Banking, Financial Analysis, Sales, Investment Advisory, Budgets, Customer Service, Project Planning, Strategic Planning, Teamwork, Financial Services, Financial Planners, Mutual Funds, Business Development, Securities, Retirement, Relationship Management, Asset Management, Investment Strategies, Training, Financial Planning
Education
Cambrian College 1998 — 1999
FundEX Investments Inc. January 2012 - Present
FundEX Investments Inc. November 2010 - January 2012
Invesco Canada (Invesco Trimark) July 2005 - November 2010
AIM Trimark Investments September 1999 - July 2005
Skills
Investments, Strategic Financial..., Asset Managment, Wealth Management, Portfolio Management, Banking, Financial Analysis, Sales, Investment Advisory, Budgets, Customer Service, Project Planning, Strategic Planning, Teamwork, Financial Services, Financial Planners, Mutual Funds, Business Development, Securities, Retirement, Relationship Management, Asset Management, Investment Strategies, Training, Financial Planning
Education
Cambrian College 1998 — 1999
Mona Mohammad's Invesco Canada (Invesco Trimark) Experience April 2007 - December 2012
Job Product Brand Marketing Project Coordinator at Invesco Canada
Industry Financial Services
Experience
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 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
Julien Favre, CFA Julien Favre, CFA's Invesco Canada (Invesco Trimark) Experience October 2011 - Present
Job Equity Trader
Industry Investment Management
Experience
Invesco Canada (Invesco Trimark) October 2011 - Present
Foyston, Gordon & Payne April 2006 - September 2011
Skills
Bloomberg, Equities, Equity Trading, Financial Analysis, ETFs, Electronic Trading, Mutual Funds, Equity Research, Investments, Securities, Fixed Income, Asset Managment, Trading, Investment Strategies, Capital Markets, Equity Valuation, Derivatives
Education
McGill University 2000 — 2004
B.Comm, Finance
Invesco Canada (Invesco Trimark) October 2011 - Present
Foyston, Gordon & Payne April 2006 - September 2011
Skills
Bloomberg, Equities, Equity Trading, Financial Analysis, ETFs, Electronic Trading, Mutual Funds, Equity Research, Investments, Securities, Fixed Income, Asset Managment, Trading, Investment Strategies, Capital Markets, Equity Valuation, Derivatives
Education
McGill University 2000 — 2004
B.Comm, Finance
Brian (Bounghun) Lee Brian (Bounghun) Lee's Invesco Canada (Invesco Trimark) Experience July 2012 - February 2013
Job Senior Business Analyst at Invesco Canada
Industry Financial Services
Experience
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 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
Andrew Mcloughlin Andrew Mcloughlin's Invesco Canada (Invesco Trimark) Experience September 2011 - Present
Job Web Designer II at Invesco Canada (Invesco Trimark)
Industry Design
Experience
Invesco Canada (Invesco Trimark) September 2011 - Present
Entruphema Inc October 2008 - September 2011
Lavalife Limited November 2010 - July 2011
Area Marketing January 2006 - October 2008
UK Environment Agency January 2006 - July 2006
Skills
Flash, Dreamweaver, Adobe Acrobat, Illustrator, Photoshop, JavaScript, jQuery, CSS3, HTML 5, jQuery Mobile, XHTML, XML, Organizational Design, Graphic Design, Mobile Web Design, Web Design, User Experience, SEO, CSS, Advertising, Adobe Creative Suite, ActionScript
Education
George Brown College 2011 — 2012
cert, Javascript
George Brown College 2011 — 2012
cert, HTML5
George Brown College 2011 — 2011
cert, Cascading style sheets III
George Brown College 2011 — 2011
cert, Photoshop advanced
Computer Training Centre (CTC) 2009 — 2009
Flash
Humber College 2008 — 2008
Introduction, Programming & Flash
St Helens College 2000 — 2000
City & Guilds, Computers and Computing
St Helens College 2000 — 2000
NVQ, information Technology
Manchester University 1998 — 2000
Graphic Design and Advertising Foundation Degree (MMU), Graphic design
Invesco Canada (Invesco Trimark) September 2011 - Present
Entruphema Inc October 2008 - September 2011
Lavalife Limited November 2010 - July 2011
Area Marketing January 2006 - October 2008
UK Environment Agency January 2006 - July 2006
Skills
Flash, Dreamweaver, Adobe Acrobat, Illustrator, Photoshop, JavaScript, jQuery, CSS3, HTML 5, jQuery Mobile, XHTML, XML, Organizational Design, Graphic Design, Mobile Web Design, Web Design, User Experience, SEO, CSS, Advertising, Adobe Creative Suite, ActionScript
Education
George Brown College 2011 — 2012
cert, Javascript
George Brown College 2011 — 2012
cert, HTML5
George Brown College 2011 — 2011
cert, Cascading style sheets III
George Brown College 2011 — 2011
cert, Photoshop advanced
Computer Training Centre (CTC) 2009 — 2009
Flash
Humber College 2008 — 2008
Introduction, Programming & Flash
St Helens College 2000 — 2000
City & Guilds, Computers and Computing
St Helens College 2000 — 2000
NVQ, information Technology
Manchester University 1998 — 2000
Graphic Design and Advertising Foundation Degree (MMU), Graphic design
Peter Intraligi's Invesco Canada (Invesco Trimark) Experience January 1999 - Present
Job President & Chief Operating Officer
Industry Financial Services
Experience
Invesco Canada (Invesco Trimark) January 1999 - Present
The Loewen Group (SCI) February 1998 - November 1998
Ernst & Young 1995 - 1998
Thomas Cook Group 1993 - 1995
Skills
Risk Management, Asset Managment, Management, Strategic Financial..., Investments, Business Strategy, Asset Management, Mutual Funds, Financial Services, Portfolio Management, Strategic Planning, Wealth Management
Education
University of Toronto - Rotman School of Management 1996 — 1998
SDA Bocconi 1995 — 1995
International Finance
University of Toronto 1989 — 1993
BASc, Engineering
Invesco Canada (Invesco Trimark) January 1999 - Present
The Loewen Group (SCI) February 1998 - November 1998
Ernst & Young 1995 - 1998
Thomas Cook Group 1993 - 1995
Skills
Risk Management, Asset Managment, Management, Strategic Financial..., Investments, Business Strategy, Asset Management, Mutual Funds, Financial Services, Portfolio Management, Strategic Planning, Wealth Management
Education
University of Toronto - Rotman School of Management 1996 — 1998
SDA Bocconi 1995 — 1995
International Finance
University of Toronto 1989 — 1993
BASc, Engineering
Wennda Yu's Invesco Canada (Invesco Trimark) Experience 2005 - 2011
Job Financial Services Marketing Professional
Industry Financial Services
Experience
MD Financial Management 2012 - Present
Invesco Canada (Invesco Trimark) 2005 - 2011
Gowling Lafleur Henderson LLP 2003 - 2005
Fidelity Investments 1999 - 2002
Dentsu, Young & Rubicam January 1998 - February 1998
Government of Japan 1995 - 1998
CIBC 1994 - 1995
Skills
Management, Business Development, Marketing, Marketing Communications, Customer Service, Program Management, Recruiting, Corporate Communications, Customer Satisfaction, Project Management, Mutual Funds, Team Building, Marketing Strategy, Time Management, Strategic Planning, Strategy
Education
Tokyo University, Japan 1996 — 1998
Japanese Language
University of Siena, Italy 1994 — 1994
Piano Performance
McMaster University 1990 — 1994
Honours BA, English Literature & Language
Royal Conservatory of Music 1980 — 1989
Piano Performance, History and Theory
Ryerson University (Continuing Education)
Marketing, Advertising Copywriting, Editing, Public Relations, Web Publishing
MD Financial Management 2012 - Present
Invesco Canada (Invesco Trimark) 2005 - 2011
Gowling Lafleur Henderson LLP 2003 - 2005
Fidelity Investments 1999 - 2002
Dentsu, Young & Rubicam January 1998 - February 1998
Government of Japan 1995 - 1998
CIBC 1994 - 1995
Skills
Management, Business Development, Marketing, Marketing Communications, Customer Service, Program Management, Recruiting, Corporate Communications, Customer Satisfaction, Project Management, Mutual Funds, Team Building, Marketing Strategy, Time Management, Strategic Planning, Strategy
Education
Tokyo University, Japan 1996 — 1998
Japanese Language
University of Siena, Italy 1994 — 1994
Piano Performance
McMaster University 1990 — 1994
Honours BA, English Literature & Language
Royal Conservatory of Music 1980 — 1989
Piano Performance, History and Theory
Ryerson University (Continuing Education)
Marketing, Advertising Copywriting, Editing, Public Relations, Web Publishing
Staci Werbin-Tanner's Invesco Canada (Invesco Trimark) Experience December 2010 - September 2012
Job Director, Key Accounts Wealth Distribution at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Sun Life Financial September 2012 - Present
Invesco Canada (Invesco Trimark) December 2010 - September 2012
Invesco Trimark August 2009 - January 2011
Invesco Trimark July 2000 - August 2009
Fidelity Investments July 1999 - June 2000
Franklin Templeton Investments September 1996 - June 1999
Skills
Building Relationships, Delivering Results, High Energy Level, Drive Results, Sales Presentations, Business Analysis, Business Acumen, Open Communication, Entrepreneurial, Entrepreneurship, Mutual Funds, Marketing Strategy, Investments, Executive Management, Marketing, Retirement Planning, Strategic Partnerships, Business Development, Financial Services, Portfolio Management, Sales, Management, ETFs, Insurance, Investment Strategies, Wealth Management
Education
Herzliah High School 1981 — 1988
McGill University
Bachelor of Arts (BA)
Sun Life Financial January 2015 - Present
Sun Life Financial September 2012 - Present
Invesco Canada (Invesco Trimark) December 2010 - September 2012
Invesco Trimark August 2009 - January 2011
Invesco Trimark July 2000 - August 2009
Fidelity Investments July 1999 - June 2000
Franklin Templeton Investments September 1996 - June 1999
Skills
Building Relationships, Delivering Results, High Energy Level, Drive Results, Sales Presentations, Business Analysis, Business Acumen, Open Communication, Entrepreneurial, Entrepreneurship, Mutual Funds, Marketing Strategy, Investments, Executive Management, Marketing, Retirement Planning, Strategic Partnerships, Business Development, Financial Services, Portfolio Management, Sales, Management, ETFs, Insurance, Investment Strategies, Wealth Management
Education
Herzliah High School 1981 — 1988
McGill University
Bachelor of Arts (BA)
Chris Lam, CIM's Invesco Canada (Invesco Trimark) Experience April 2011 - January 2013
Job Sun Life Global Investments
Industry Investment Management
Experience
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
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
John Petropoulos, GBA's Invesco Canada (Invesco Trimark) Experience June 2010 - April 2012
Job Group Service Representative at Equitable Life
Industry Financial Services
Experience
Equitable Life November 2012 - Present
Mosey & Mosey April 2012 - November 2012
Invesco Canada (Invesco Trimark) June 2010 - April 2012
D+H October 2006 - June 2010
Standard Life 2002 - 2006
Skills
Employee Benefits, Employee Relations, HR Policies, Employee Engagement, Group Benefit Plans, Benefits Administration, Time Management, Customer Service, Human Resources, Deferred Compensation, Disability Insurance, HRIS, Insurance, Teamwork, Training, Process Improvement
Education
Humber College 2008 — 2009
Human Resource Management
Humber College 1997 — 2000
Business Administration
Certified Employee Benefits Specialist (CEBS)
General Benefits Associate
Equitable Life November 2012 - Present
Mosey & Mosey April 2012 - November 2012
Invesco Canada (Invesco Trimark) June 2010 - April 2012
D+H October 2006 - June 2010
Standard Life 2002 - 2006
Skills
Employee Benefits, Employee Relations, HR Policies, Employee Engagement, Group Benefit Plans, Benefits Administration, Time Management, Customer Service, Human Resources, Deferred Compensation, Disability Insurance, HRIS, Insurance, Teamwork, Training, Process Improvement
Education
Humber College 2008 — 2009
Human Resource Management
Humber College 1997 — 2000
Business Administration
Certified Employee Benefits Specialist (CEBS)
General Benefits Associate
Seungchan Lee's Invesco Canada (Invesco Trimark) Experience May 2007 - July 2010
Job Frontend Developer at Terapeak
Industry Internet
Experience
Terapeak September 2014 - Present
Joylister August 2012 - August 2014
Invesco Canada (Invesco Trimark) May 2007 - July 2010
Skills
Investments, Financial Modeling, Entrepreneurship, Financial Analysis, Equities, Portfolio Management, Valuation, Asset Management, Business Strategy, Strategic Financial..., Strategy, Securities, Strategic Planning, AngularJS, JavaScript, HTML5, CSS, Startup Development, Startup Marketing
Education
Ivey Business School at Western University 2003 — 2007
HBA, Business Admin
Terapeak September 2014 - Present
Joylister August 2012 - August 2014
Invesco Canada (Invesco Trimark) May 2007 - July 2010
Skills
Investments, Financial Modeling, Entrepreneurship, Financial Analysis, Equities, Portfolio Management, Valuation, Asset Management, Business Strategy, Strategic Financial..., Strategy, Securities, Strategic Planning, AngularJS, JavaScript, HTML5, CSS, Startup Development, Startup Marketing
Education
Ivey Business School at Western University 2003 — 2007
HBA, Business Admin
David Rimas's Invesco Canada (Invesco Trimark) Experience November 2011 - February 2013
Job Internal Wholesaler at Sentry Investments
Industry Financial Services
Experience
Sentry Investments April 2015 - Present
Manulife Financial June 2014 - April 2015
CIBC Asset Management July 2013 - June 2014
Invesco Canada (Invesco Trimark) November 2011 - February 2013
National Bank of Canada February 2009 - February 2010
Skills
Investments, Mutual Funds, Relationship Management, Financial Services, Wealth Management, Sales, Investment Strategies, Securities, Business Development, Portfolio Management, Strategic Financial..., ETFs, Financial Planning
Education
Dalhousie University 2008 — 2011
BComm
Fanshawe College 2006 — 2008
Diploma
Fanshawe College 2004 — 2006
Diploma
Sentry Investments April 2015 - Present
Manulife Financial June 2014 - April 2015
CIBC Asset Management July 2013 - June 2014
Invesco Canada (Invesco Trimark) November 2011 - February 2013
National Bank of Canada February 2009 - February 2010
Skills
Investments, Mutual Funds, Relationship Management, Financial Services, Wealth Management, Sales, Investment Strategies, Securities, Business Development, Portfolio Management, Strategic Financial..., ETFs, Financial Planning
Education
Dalhousie University 2008 — 2011
BComm
Fanshawe College 2006 — 2008
Diploma
Fanshawe College 2004 — 2006
Diploma
Nadine Kuhlkamp's Invesco Canada (Invesco Trimark) Experience September 2011 - Present
Job Manager, Creative at Invesco Canada (Invesco Trimark)
Industry Graphic Design
Experience
Invesco Canada (Invesco Trimark) September 2011 - Present
Wickware Communications January 2008 - August 2011
AGF Funds Inc. September 2001 - December 2007
A Bee & Company February 2001 - August 2001
Genesys Creative Inc. April 2000 - January 2001
Self-employed 1998 - 1999
AIM Trimark Investments 1997 - 1998
Skills
Adobe Acrobat, Adobe Creative Suite, Advertising, Annual Reports, Art, Art Direction, Brand Development, Branding, Brochures, Collateral, Corporate Branding, Corporate Identity, Creative Direction, Creative Strategy, Digital Marketing, Direct Mail, Graphic Design, Illustrator, Layout, Leadership, Logo Design, Marketing, Marketing Communications, Photoshop, Posters, Pre-press, Typography, Visual Communication, Branding, Graphics, Illustration, QuarkXPress, Packaging
Education
Durham College 1994 — 1996
Graphic Communications, Honors, Graphic Communications
Invesco Canada (Invesco Trimark) September 2011 - Present
Wickware Communications January 2008 - August 2011
AGF Funds Inc. September 2001 - December 2007
A Bee & Company February 2001 - August 2001
Genesys Creative Inc. April 2000 - January 2001
Self-employed 1998 - 1999
AIM Trimark Investments 1997 - 1998
Skills
Adobe Acrobat, Adobe Creative Suite, Advertising, Annual Reports, Art, Art Direction, Brand Development, Branding, Brochures, Collateral, Corporate Branding, Corporate Identity, Creative Direction, Creative Strategy, Digital Marketing, Direct Mail, Graphic Design, Illustrator, Layout, Leadership, Logo Design, Marketing, Marketing Communications, Photoshop, Posters, Pre-press, Typography, Visual Communication, Branding, Graphics, Illustration, QuarkXPress, Packaging
Education
Durham College 1994 — 1996
Graphic Communications, Honors, Graphic Communications
Josee Baillargeon's Invesco Canada (Invesco Trimark) Experience September 2004 - Present
Job Manager, Operations Support Services, Invesco
Industry Financial Services
Experience
Invesco Canada (Invesco Trimark) September 2004 - Present
Skills
Investments, Financial Services, Securities, Wealth Management
Education
McGill University 1989 — 1992
B. Comm, Marketing & International Business
Invesco Canada (Invesco Trimark) September 2004 - Present
Skills
Investments, Financial Services, Securities, Wealth Management
Education
McGill University 1989 — 1992
B. Comm, Marketing & International Business
Renata Maniw's Invesco Canada (Invesco Trimark) Experience April 1998 - Present
Job Production Coordinator
Industry Financial Services
Experience
Invesco Canada (Invesco Trimark) April 1998 - Present
Trimark Investments December 1997 - March 1998
Trimark Investments December 1987 - December 1997
Trimark Investments September 1984 - December 1987
Skills
Customer Relations, Marketing Communications, Mutual Funds, Customer Service, Negotiation
Education
Ryerson University 2011 — 2011
Canadian Investment Fund Institute 2008 — 2008
Canadian Investment Fund Course
Humber College 1978 — 1979
Business Adminstration
Invesco Canada (Invesco Trimark) April 1998 - Present
Trimark Investments December 1997 - March 1998
Trimark Investments December 1987 - December 1997
Trimark Investments September 1984 - December 1987
Skills
Customer Relations, Marketing Communications, Mutual Funds, Customer Service, Negotiation
Education
Ryerson University 2011 — 2011
Canadian Investment Fund Institute 2008 — 2008
Canadian Investment Fund Course
Humber College 1978 — 1979
Business Adminstration
Vivian Yuen's Invesco Canada (Invesco Trimark) Experience May 2012 - Present
Job Registration Officer at Invesco Canada (Invesco Trimark)
Industry Financial Services
Experience
Invesco Canada (Invesco Trimark) May 2012 - Present
Invesco Canada (Invesco Trimark) March 2010 - May 2012
JC Ricard September 2009 - February 2010
Boutique du Lys May 2009 - September 2009
Citco Global Securities Services (Canada) Ltd June 2008 - May 2009
Education
Laval University 2007 — 2008
Certificate, French as a Second Language
University of Toronto at Scarborough 2003 — 2007
Bachelor of Arts (B.A.), Economics and Urban Studies
Invesco Canada (Invesco Trimark) May 2012 - Present
Invesco Canada (Invesco Trimark) March 2010 - May 2012
JC Ricard September 2009 - February 2010
Boutique du Lys May 2009 - September 2009
Citco Global Securities Services (Canada) Ltd June 2008 - May 2009
Education
Laval University 2007 — 2008
Certificate, French as a Second Language
University of Toronto at Scarborough 2003 — 2007
Bachelor of Arts (B.A.), Economics and Urban Studies
Papa Mor Diop, MBA's Invesco Canada (Invesco Trimark) Experience January 2010 - June 2014
Job Fixed Income Analyst at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management July 2014 - Present
Invesco Canada (Invesco Trimark) January 2010 - June 2014
Sénégalaise de Constructions et d'Etudes 2004 - 2005
Skills
Client Service Oriented, Fixed Income, Financial Analysis, Corporate Finance, Derivatives, Equities, Investments, Bloomberg, Securities, VBA, PCBond, Budgeting, Database Management, Mutual Funds, SQL
Education
Université Laval
MBA, Finance
Université du Québec à Trois-Rivières
DESS, Finance
CIBC Asset Management July 2014 - Present
Invesco Canada (Invesco Trimark) January 2010 - June 2014
Sénégalaise de Constructions et d'Etudes 2004 - 2005
Skills
Client Service Oriented, Fixed Income, Financial Analysis, Corporate Finance, Derivatives, Equities, Investments, Bloomberg, Securities, VBA, PCBond, Budgeting, Database Management, Mutual Funds, SQL
Education
Université Laval
MBA, Finance
Université du Québec à Trois-Rivières
DESS, Finance
Kyle Law's Invesco Canada (Invesco Trimark) Experience June 2011 - September 2011
Job Technology Analyst at Harlequin
Industry Information Technology and Services
Experience
Harlequin July 2014 - Present
KPMG in Canada September 2011 - July 2014
KPMG Canada May 2013 - August 2013
Invesco Canada (Invesco Trimark) June 2011 - September 2011
Mosaic Sales Solutions July 2010 - June 2011
Rothmans, Benson & Hedges May 2005 - December 2009
Chemtrade Logistics January 2009 - May 2009
Skills
Technical Support, Windows 7, Windows Server, Active Directory, Microsoft Exchange, Windows Desktop..., SCCM, Microsoft Office, Blackberry en, Mobile Devices, Desktop Deployment, Mac OS, Social Media, Ghost Imaging, Windows XP Pro, Remedy Ticketing System, Remote Desktop, Avaya IP Telephony, Symantec Endpoint..., ESET, ShoreTel, Android, VMware
Education
Seneca College of Applied Arts and Technology
Computer Networking and Technical Support
Harlequin July 2014 - Present
KPMG in Canada September 2011 - July 2014
KPMG Canada May 2013 - August 2013
Invesco Canada (Invesco Trimark) June 2011 - September 2011
Mosaic Sales Solutions July 2010 - June 2011
Rothmans, Benson & Hedges May 2005 - December 2009
Chemtrade Logistics January 2009 - May 2009
Skills
Technical Support, Windows 7, Windows Server, Active Directory, Microsoft Exchange, Windows Desktop..., SCCM, Microsoft Office, Blackberry en, Mobile Devices, Desktop Deployment, Mac OS, Social Media, Ghost Imaging, Windows XP Pro, Remedy Ticketing System, Remote Desktop, Avaya IP Telephony, Symantec Endpoint..., ESET, ShoreTel, Android, VMware
Education
Seneca College of Applied Arts and Technology
Computer Networking and Technical Support
Alain Huard's Invesco Canada (Invesco Trimark) Experience January 2000 - Present
Job Vice President Retail Sales, Quebec at Invesco
Industry Financial Services
Experience
Invesco Canada (Invesco Trimark) January 2000 - Present
SSQ Vie August 1991 - December 1999
Skills
Investments, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Securities, Financial Services, Banking, Financial Analysis, Strategic Financial..., Retirement Planning, Alternative Investments, Investment Advisory, ETFs, Investment Strategies
Education
Université du Québec à Montréal 1987 — 1989
Bacc, Economics
Invesco Canada (Invesco Trimark) January 2000 - Present
SSQ Vie August 1991 - December 1999
Skills
Investments, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Securities, Financial Services, Banking, Financial Analysis, Strategic Financial..., Retirement Planning, Alternative Investments, Investment Advisory, ETFs, Investment Strategies
Education
Université du Québec à Montréal 1987 — 1989
Bacc, Economics
Ben West's Invesco Canada (Invesco Trimark) Experience August 2004 - March 2006
Job Assistant Regional Manager at National Bank Financial
Industry Financial Services
Experience
National Bank Financial January 2014 - Present
National Bank of Canada January 2012 - January 2014
National Bank of Canada June 2006 - December 2011
Vancouver Premier College September 2005 - September 2007
Invesco Canada (Invesco Trimark) August 2004 - March 2006
Manulife Securities August 2003 - August 2004
Education
Simon Fraser University 1997 — 2002
Bachelor of Business Administration (BBA), Finance
Chulalongkorn Mahawitthayalai 2001 — 2001
Bachelor of Commerce (BCom), International Business
National Bank Financial January 2014 - Present
National Bank of Canada January 2012 - January 2014
National Bank of Canada June 2006 - December 2011
Vancouver Premier College September 2005 - September 2007
Invesco Canada (Invesco Trimark) August 2004 - March 2006
Manulife Securities August 2003 - August 2004
Education
Simon Fraser University 1997 — 2002
Bachelor of Business Administration (BBA), Finance
Chulalongkorn Mahawitthayalai 2001 — 2001
Bachelor of Commerce (BCom), International Business
Philip Picado's Invesco Canada (Invesco Trimark) Experience September 2012 - June 2013
Job Business Development Associate at Invesco
Industry Financial Services
Experience
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 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
Brian Yoon's Invesco Canada (Invesco Trimark) Experience October 2007 - July 2011
Job Law student at Emory
Industry Legal Services
Experience
Invesco Canada (Invesco Trimark) October 2007 - July 2011
Skills
Investments, Financial Analysis
Education
Emory University School of Law 2013 — 2016
Doctor of Law (JD), Law
The Hong Kong University of Science and Technology 2011 — 2013
MBA
China Europe International Business School (CEIBS) 2012 — 2012
Master of Business Administration (MBA)
Queen's University 1999 — 2005
Invesco Canada (Invesco Trimark) October 2007 - July 2011
Skills
Investments, Financial Analysis
Education
Emory University School of Law 2013 — 2016
Doctor of Law (JD), Law
The Hong Kong University of Science and Technology 2011 — 2013
MBA
China Europe International Business School (CEIBS) 2012 — 2012
Master of Business Administration (MBA)
Queen's University 1999 — 2005
Brad Armes's Invesco Canada (Invesco Trimark) Experience April 2009 - November 2014
Job Estate and Trust Advisor at TD Private Trust
Industry Financial Services
Experience
TD Private Trust December 2014 - Present
Invesco Canada (Invesco Trimark) April 2009 - November 2014
Sarbit Asset Management June 2006 - November 2008
Scotia Private Client Group March 2004 - June 2006
AIC Ltd January 2002 - September 2004
Skills
Mutual Funds, Investments, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Investment Strategies, Strategic Financial..., Asset Managment, Equities, Fixed Income, Insurance, Alternative Investments, Financial Analysis, Banking, Financial Advisory, ETFs, Estate Planning, Finance, Wealth, Retirement, Financial Planners, Financial Services, Securities, Investment Management, Asset Allocation, Wealth Management..., Relationship Management, High Net Worth..., Fixed Annuities, Bonds, Hedge Funds, Bloomberg, Financial Markets, Asset Management
Education
McMaster University 1994 — 1998
Bachelor of Arts (BA), Economics
TD Private Trust December 2014 - Present
Invesco Canada (Invesco Trimark) April 2009 - November 2014
Sarbit Asset Management June 2006 - November 2008
Scotia Private Client Group March 2004 - June 2006
AIC Ltd January 2002 - September 2004
Skills
Mutual Funds, Investments, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Investment Strategies, Strategic Financial..., Asset Managment, Equities, Fixed Income, Insurance, Alternative Investments, Financial Analysis, Banking, Financial Advisory, ETFs, Estate Planning, Finance, Wealth, Retirement, Financial Planners, Financial Services, Securities, Investment Management, Asset Allocation, Wealth Management..., Relationship Management, High Net Worth..., Fixed Annuities, Bonds, Hedge Funds, Bloomberg, Financial Markets, Asset Management
Education
McMaster University 1994 — 1998
Bachelor of Arts (BA), Economics
Timothy D Chu's Invesco Canada (Invesco Trimark) Experience 2001 - 2004
Job Investment Counsel, GCIC Ltd. (Dynamic Funds)
Industry Investment Management
Experience
GCIC Ltd., DundeeWealth, Scotiabank 2012 - Present
Goodman & Company Investment Counsel 2010 - 2010
Ozawa Canada Inc. 2005 - 2008
Invesco Canada (Invesco Trimark) 2001 - 2004
Education
John Molson School of Business, Concordia University 2008 — 2011
Master of Business Administration (MBA), Investment Management
Queen's University 1994 — 1999
Bachelor of Science Honours, Statistics
Upper Canada College 1989 — 1994
GCIC Ltd., DundeeWealth, Scotiabank 2012 - Present
Goodman & Company Investment Counsel 2010 - 2010
Ozawa Canada Inc. 2005 - 2008
Invesco Canada (Invesco Trimark) 2001 - 2004
Education
John Molson School of Business, Concordia University 2008 — 2011
Master of Business Administration (MBA), Investment Management
Queen's University 1994 — 1999
Bachelor of Science Honours, Statistics
Upper Canada College 1989 — 1994
Charles Beaton's Invesco Canada (Invesco Trimark) Experience October 2009 - April 2010
Job Technical Publishing Project Coordinator at Environment Canada
Industry Government Administration
Experience
Environment Canada May 2012 - Present
In-Fit June 2012 - Present
YMCA of Mississauga December 2011 - May 2012
PEI Government 2010 - 2011
Invesco Canada (Invesco Trimark) October 2009 - April 2010
Skills
Policy Analysis, Public Policy, Government, Stakeholder Engagement, Strategic Communications, Research, Public Speaking, Analysis, International Relations, Internal Communications, Media Relations, Microsoft Office, Public Relations, Event Planning, Project Management, MS Project
Education
Sheridan College 2011 — 2012
Project Management, Managerial accounting, Project scope, time, cost, quality, risk, and procurement management, HRM
University of Prince Edward Island 2005 — 2009
Bachelor of Arts (BA), Psychology, Communication, Philosophy of Technology
Environment Canada May 2012 - Present
In-Fit June 2012 - Present
YMCA of Mississauga December 2011 - May 2012
PEI Government 2010 - 2011
Invesco Canada (Invesco Trimark) October 2009 - April 2010
Skills
Policy Analysis, Public Policy, Government, Stakeholder Engagement, Strategic Communications, Research, Public Speaking, Analysis, International Relations, Internal Communications, Media Relations, Microsoft Office, Public Relations, Event Planning, Project Management, MS Project
Education
Sheridan College 2011 — 2012
Project Management, Managerial accounting, Project scope, time, cost, quality, risk, and procurement management, HRM
University of Prince Edward Island 2005 — 2009
Bachelor of Arts (BA), Psychology, Communication, Philosophy of Technology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY