Invesco Trimark
Industry: Company
DescriptionFounded: 1981 Parent organization: Invesco
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Invesco Trimark Employees
National Bank of Canada January 2011 - Present
RDS February 2012 - Present
Avelocoaching.com March 2008 - Present
National Bank of Canada February 2011 - November 2011
Invesco Trimark June 2010 - February 2011
Private contractor October 2009 - May 2010
Various Pro cycling teams January 1999 - August 2008
Education
2008 — 2009
MBA
1998 — 1998
Affaires internationales
1995 — 1998
B.A
1995 — 1995
Sleeman Breweries Ltd. January 2012 - Present
Labatt Breweries of Canada January 2011 - December 2011
Labatt Breweries of Canada February 2010 - January 2011
Steam Whistle Brewing April 2009 - February 2010
Nelson and District Credit Union 2008 - 2008
Invesco Trimark 2005 - 2007
Kilcoo Camp 1999 - October 2005
Skills
Event Planning, Leadership, Sales, Marketing Strategy, Strategic Planning, Marketing Management, Retail, Marketing, Training, Management, Event Management, Merchandising, Sales Operations, Forecasting, Time Management
Education
Humber College 2009 — 2010
Post-Graduate Degree, Marketing Management
Queen's University 2001 — 2005
BAH, Political Science
Crescent School 1993 — 2001
high school certificate
OANDA March 2013 - December 2014
Ontario Teachers' Pension Plan February 2012 - December 2012
Aviva Canada July 2011 - February 2012
Ontario Teachers' Pension Plan January 2011 - June 2011
Invesco Trimark June 2010 - December 2010
Blue Pebble April 2009 - February 2010
Accenture August 2008 - March 2009
Symcor 2005 - 2008
Skills
Building Relationships, Project Coordination, HR Business Partnering, Contract Management, Resume Writing, Networking, Social Networking, Strategic Sourcing, Building Business..., Team-oriented, Job Coaching, CRM, Interviews, Talent Acquisition, Technical Recruiting, Recruiting, Contract Recruitment, Maintaining Strong..., Applicant Tracking..., Performance Management, Vendor Management, SDLC, Sourcing, Talent Management, Executive Search, Management, Internet Recruiting, IT Recruitment, Management Consulting, Taleo
Education
Seneca College of Applied Arts and Technology 2002 — 2005
HR & International Business
TD Bank June 2010 - Present
Invesco Trimark May 2008 - June 2010
MTS Allstream July 2006 - May 2008
Skills
Budgets, Business Strategy, Financial Analysis, Investments, Finance, Financial Modeling, Mutual Funds, Management, Risk Management, Asset Management, SAP, Banking, Financial Reporting, Project Planning, Analysis, Accounting, Business Analysis
Education
Shanghai International Studies University 1997 — 2011
BA, English Literature
Carleton University 2002 — 2003
Master, Public Administapplying
CMA
OMERS June 2014 - Present
BNY Mellon June 2012 - May 2014
CIBC Mellon July 2011 - June 2012
Invesco Trimark November 2010 - July 2011
CIBC May 2010 - November 2010
CIBC November 2008 - May 2010
Education
University of Guelph
Bachelor of Arts
Freelance July 2006 - Present
Ladies Learning Code July 2014 - Present
GoodLife Fitness September 2014 - Present
Humber College September 2014 - May 2015
HackerYou February 2014 - June 2014
Field ID March 2013 - February 2014
Humber College September 2012 - May 2013
Teehan+Lax January 2011 - March 2013
Nurun November 2009 - December 2010
Invesco Trimark December 2006 - November 2009
Skills
CSS, Web Development, User Experience, HTML, Photoshop, Front-end, Web Design, JavaScript, Graphics, User Interface Design, Online Advertising, Information Architecture, HTML 5, Interaction Design, Layout, CMS, XHTML, User Interface, HTML5, Life Coaching
Education
Seneca College of Applied Arts and Technology 2006 — 2006
Certificate, Web Design
York University 2001 — 2005
BA, Communications and Psychology
San Jose State University 2000 — 2001
General Studies
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
CI Investments Inc. May 2006 - Present
Invesco Trimark January 1998 - February 2006
Skills
Strategic Financial..., Investments, Wealth Management, Asset Management, Equities, Financial Services, Investment Strategies, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Asset Allocation, Financial Advisory, Retirement
Education
The University of British Columbia 1980 — 1982
MBA, Marketing/Strategy
University of Toronto 1977 — 1980
BComm, Finance/Strategy
Societe Generale Capital Canada Inc July 2011 - Present
Canaccord Financial January 2011 - July 2011
RBC June 2010 - January 2011
Invesco Trimark 2007 - 2010
Skills
Troubleshooting, customer skills, Multilingual, Vendor Management, Asset Managment, Disaster Recovery, Active Directory, VMware, ITIL, System Deployment, VPN, Business Continuity, Lotus Notes, Microsoft Office, Team Leadership, Change Management, Asset Management, SharePoint, System Administration, Windows Server, IT Management, IT Operations, Citrix, Visio, Servers, Blackberry Enterprise..., XP, VMware ESX, Data Center, Microsoft Exchange, DNS
Education
Durham College 1998 — 2000
CNE, MCSE, Systems Engineer
III foundation school, karachi Pakistan 1970 — 1974
High School
ADP March 2014 - Present
Insight Coaching 2007 - Present
Accenture November 2010 - March 2014
Postmedia Network Inc. March 2007 - November 2010
Invesco Trimark 1999 - 2007
Skills
Corporate Communications, Performance Management, Recruitment/Retention, Coaching, Human Resources, Project Management, Consulting, Employee Engagement, Leadership Development, Organizational..., Employee Relations, Succession Planning, HRIS, Talent Management, Change Management, Deferred Compensation, Organizational..., Recruiting, Management, HR Consulting
Education
Adler School of Professional Coaching 2007 — 2010
Adler Certified Professional Coach, Coaching
Laurentian University/Université Laurentienne 1995 — 1997
Bachelor, Psychology and Sociology
Seneca College of Applied Arts and Technology
CHRP* (In Process), Human Resources Management/Personnel Administration, General, Presently enrolled
Precision Striking January 2011 - Present
STAPLES Canada February 2012 - February 2014
Moneris Solutions December 2008 - December 2011
Invesco Trimark 2005 - 2008
State Street 2005 - 2006
Skills
Financial Modeling, Statistics, SQL, Accounting, Mutual Funds, Access, Payment Processing, Excel, Marketing ROI, Financial Analysis, Financial Reporting, Pricing, Data Analysis
Education
Ryerson University 2005 — 2012
CMA Candidate, Finance and Accounting
York University
Bachelor of Arts (B.A.)
INC Research July 2011 - December 2012
Kendle Early Stage - Toronto February 2009 - July 2011
Katz Group Canada Ltd. / Rexall Pharma Plus 2000 - 2011
Invesco Trimark June 2000 - January 2009
Toronto CFA Society 2004 - 2009
Skills
Clinical Research, Pharmacists, Doctor of Pharmacy, Real Estate Investor, Research Pharmacist, Consultant Pharmacist, Pharmacy Manager, Financial Analysis, Financial Modeling, Pharmacy Automation, Pharmacy, CRO, Clinical Pharmacology, Regulatory Requirements, Healthcare, Diabetes
Education
University of Florida 2009 — 2012
PharmD, Doctor of Pharmacy
CFA Institue
CFA, Financial Analysis
University of Toronto 1984 — 1987
B.Sc.Phm., Pharmacy
The University of Western Ontario 1980 — 1984
Honours B.Sc., Physiology and Pharmacology
George Brown College
CIBC July 2008 - Present
National Post, Inc. 2002 - Present
Advocis 1998 - Present
Schulich School of Business 2002 - 2013
UJA Federation of Greater Toronto 2008 - 2010
Invesco Trimark 1996 - 2008
Deloitte 1994 - 1996
PwC Canada 1992 - 1994
Maclean Hunter 1989 - 1990
Skills
Investments, Financial Planning, Public Speaking, Budgeting, Strategic Planning, Strategic Financial...
Education
McGill University 1988 — 1992
B. Comm, Finance, Accounting
TD Insurance Meloche Monnex October 2014 - Present
Gift Of Nature 2008 - Present
Nadia's Gifts 2006 - Present
Allied International Credit Corporation March 2014 - October 2014
BrandVenture Inc. November 2011 - October 2014
Invesco Trimark 2000 - 2006
AIM Trimark Investments 1998 - 2000
AIM Trimark Investments 1997 - 1998
Freedom 55 Financial 1995 - 1997
Skills
Investments, Entrepreneurship, Business Planning, Financial Analysis, Small Business, Nutrition, Research, Leadership, Customer Service, Sales, Management, Coaching, Training, Social Media Marketing, Business Development, Strategy, Marketing
Education
Registered Insurance Brokers of Ontario 2014 — 2014
RIBO Licence, Automobile, Property & Travel Insurance
Investment Funds Institute of Canada 1997 — 1997
Canadian Investments Funds
Life Underwriters Association of Canada 1996 — 1996
Life Insurance, Accident and Illness Insurance Licences
Ryerson University 1991 — 1995
BA, Accounting, Finance, Business Law
Senator O'Connor College School 1986 — 1991
RBC May 2015 - Present
Cogeco Data Services May 2012 - May 2015
Rogers Communications Inc. August 2007 - May 2012
Symcor Inc. July 2002 - August 2007
Corelan Communications Inc. March 1999 - July 2002
FundSERV Inc. April 1999 - April 2001
MediSolution March 1998 - April 1999
Invesco Trimark October 1996 - March 1998
Skills
Information Security..., CISSP, CISA, ITIL, Information Security, PCI DSS, SOX Compliancy, Governance, IT Audit, Network Security, Payment Industry, Unix, Sarbanes-Oxley Act, Network Architecture, Incident Management, Security, Privacy Law, Vendor Management, Data Center, Management, Vulnerability Assessment, Business Continuity..., Identity Management, Security Audits, IT Risk Management, Risk Assessment, ISO 27001, Computer Security, Integration, Risk Management, IT Service Management
Education
Ryerson University 2007 — 2009
BComm, Information Technology Management
Seneca College of Applied Arts and Technology 1993 — 1996
Graduated with High Honour, Computer Programming and Systems Analysis Diploma - 3 years
Akademia Rolnicza we Wrocławiu
BS, University of Agriculture, Livestock
Connor, Clark & Lunn Financial Group September 2010 - Present
Invesco Trimark August 2008 - August 2010
Altamira Investment Services inc. 2004 - 2008
Transat Holidays 2001 - 2003
Sun Life Financial 1998 - 2002
Skills
Corporate Branding, Process Improvement, Brand Architecture, Graphic Design, Web Design, Logo Design, Art Direction, Photoshop, InDesign, Adobe Creative Suite, Typography, Corporate Identity, Creative Direction, Brand Development, Advertising, Brochures, Layout, Flash, Photography, Illustrator, Posters, Strategic Planning, Logos, Creative Strategy, Team Leadership, Communication Design, Concept Development, Direct Mail, Marketing, Email Marketing, Flyers, Pre-press, Visual Communication, Banners
Education
Sheridan College 1994 — 1996
Graphic Design, Graphic Design
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
TD February 2014 - Present
TD Bank Group September 2010 - February 2014
Invesco Ltd. September 2000 - September 2010
Invesco Trimark 2000 - September 2010
Invesco Trimark August 2007 - January 2008
Invesco Trimark 2005 - August 2007
Skills
Strategy, Change Management, Leadership, Knowledge Management, Organizational..., Management, Coaching, Product Management, Project Management, Training, Team Leadership, Customer Relations, Customer Experience, Customer Insight, Relationship Management, Banking, Financial Services, Strategic Planning
Education
University of Central Florida 1998 — 2000
MBA, Finance, 4.0 GPA
University of Bahrain 1992 — 1997
Bachelors, Management
St. Christopher's School 1987 — 1992
GCSE
Longview Asset Management Ltd. July 2014 - Present
Invesco Ltd. October 2008 - July 2014
Invesco Trimark March 2008 - September 2008
Invesco Trimark July 2006 - February 2008
Invesco Trimark August 2004 - June 2006
Skills
Valuation, Investments, Equities, Financial Modeling, Financial Analysis, Real Estate Investment, Value Investing, Asset Management, Analysis
Education
Columbia Business School 2013 — 2013
Executive Education, Value Investing
York University - Schulich School of Business 2008 — 2010
MBA, Finance, Accounting
CFA Institute
CFA
Dalhousie University 1998 — 2002
BComm, Commerce
Slater Media Solutions April 2011 - Present
King's Crate March 2011 - January 2012
Invesco Trimark December 2003 - March 2011
AIM Trimark Investments December 2003 - January 2007
Interactive Horizons 2000 - 2002
Skills
PHP, XHTML, SQL, Web Development, SEO, Branding & Identity, Social Media, JavaScript, Web Design, Multimedia, HTML, Email Marketing, Online Advertising, Wordpress, CMS, Social Networking, Project Management, SEM, Google Analytics, User Experience, Web Analytics, E-commerce, WordPress, Social Media Marketing, Management
Education
Centennial College 1997 — 2000
Diploma, Computer Programming/Analysys
Vancity / Credential Securities July 2013 - Present
Vancity 2011 - July 2013
Canaccord Financial 2008 - 2011
Invesco Trimark 2005 - 2008
Investment Industry 1993 - 2004
Skills
Investments, Mutual Funds, ETFs, Investment Strategies, Wealth Management, Investment Banking, Investment Advisory, Securities, Asset Managment, Investment Management, Retirement Planning, Equities, Portfolio Management, Strategic Financial..., Fixed Income, Finance, Financial Advisory, Banking, Asset Management, Asset Allocation
Education
Université du Québec à Montréal
B.Com, Business/ Finance
RSA April 2015 - Present
IBM July 2012 - March 2015
IBM November 2010 - August 2012
Invesco Trimark December 2007 - October 2010
Invesco Trimark March 2007 - December 2007
Skills
Project Management, Management, Program Management, Financial Services, Vendor Management, Relationship Management, Leadership, Project Planning, Training Delivery, Call Center, Call Centers, Team Building, Business Analysis
Education
McGill University 2001 — 2005
B.Comm, Major: Finance; Concentration: Strategic Management
MDHS
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 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
IA Clarington Investments June 2015 - Present
CI Investments Inc. – Canada’s Investment Company June 2010 - June 2015
Invesco Trimark March 1997 - May 2010
Skills
Adobe Acrobat, Graphic Design, Corporate Branding, Brochures, Corporate Identity, Posters, Direct Mail, Creative Strategy, Creative Direction, Photoshop, Illustrator, Art Direction, QuarkXPress, Logo Design, Annual Reports, InDesign, Print, Adobe Creative Suite, Typography, Brand Development, User Interface Design, Layout, Packaging, User Experience, Advertising, Brand Implementation, Digital Photography, Graphics, Marketing
Education
Seneca College of Applied Arts and Technology 1994 — 1997
Design Arts, Graphic design
The Keg Steakhouse + Bar 2009 - Present
UNOapp July 2015 - August 2015
Invesco Trimark 2010 - 2011
Skills
Graphic Design, Graphics, InDesign, Illustrator, Photoshop, Social Media, Marketing, Adobe Muse, Adobe Creative Suite, Customer Service, English, Teamwork, Research, Microsoft Office, Time Management, Editing, Team Leadership, Negotiation, Hospitality, Marketing Communications, Nonprofits, Employee Relations
Education
Seneca College of Applied Arts and Technology 2013 — 2015
Graphic Design Diploma, Graphic Design
University of Guelph 2003 — 2009
Bachelor of Arts (B.A.)
PWL Capital Inc. November 2007 - Present
PWL Advisors Inc. November 2007 - Present
Invesco Trimark April 2006 - October 2007
Skills
Investment Strategies, Strategic Financial..., Investment Advisory, ETFs, Retirement Planning, Investment Management, Asset Allocation, Wealth Management, Investments, Weightlifting, Mutual Funds, Portfolio Management, Estate Planning, Financial Planners, Wealth, Wealth Management..., Financial Planning
Education
Financial Planning Standards Council
CFP, Financial Planning
University of Guelph
B.Comm, Finance
Lowe's Home Improvement October 2012 - Present
Lowe's Home Improvement January 2012 - October 2012
Lowe's Home Improvement December 2010 - January 2012
Weber Shandwick October 2010 - December 2010
Invesco Trimark May 2007 - December 2008
Invesco Trimark July 2003 - September 2006
Skills
Quarterly Reporting, Data Analysis, Marketing Event Planning, Marketing Management, Integrated Marketing..., Cross-functional Team..., Integrated Marketing, Flyers, Competitive Analysis, Competitive Intelligence, Competitive Landscape, Annual Planning, Strategic Planning, Project Management, Leading Meetings, PowerPoint
Education
Ryerson University 2008 — 2010
Bachelor of Commerce (BComm), Business - Marketing Management
Sheridan College 2005 — 2008
Diploma (BA), Business Administration - Marketing
Cole International September 2012 - Present
Livingston International August 2011 - August 2012
Mighty Management Consulting Inc. January 2009 - August 2011
Chicago Urban League 2011 - 2011
Bank of Montreal August 2009 - February 2010
Invesco Trimark May 2004 - January 2009
Invesco Trimark April 2000 - May 2004
Skills
Business Strategy, Management, Change Management, Leadership, Strategic Planning, Business Planning, Public Speaking, Sales, Program Management, Marketing Communications, Teaching, Strategy, Business Development, Passion for Helping..., Delivering Results, Contract Negotiation, Supply Chain Management, Procurement, Team Leadership, CRM, Salesforce.com, Hosting, Creative Strategy, Strategic Communications, Public Relations, Training and Development, Coaching
Education
Northwestern University 2010 — 2011
Master of Science, Business Strategy & Communications
Carleton University 1994 — 1999
Bachelor of Arts, Business/Communications
Father Michael Goetz Secondary School
Net Present Services July 2009 - August 2011
Invesco Trimark 1995 - 2001
Skills
Agile Methodologies, Quality Assurance, Software Quality..., User Acceptance Testing, Regression Testing, Testing, Business Analysis, Software Documentation, SQL, SDLC, Unix, Requirements Analysis, Microsoft SQL Server, SharePoint, Scrum Master, Visio, Scrum
Education
Centennial College 2008 — 2009
Certificate, Software Quality Assurance and Testing
Invesco Trimark May 2000 - Present
Skills
Mutual Funds, Investments, Alternative Investments, Building Relationships, Asset Management, Securities, Asset Managment, ETFs, Financial Services, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management, Investment Management, Asset Allocation, Financial Advisory
Education
Trent University
BA, Economics & International Development Studies
Royal LePage Performance Realty November 2004 - Present
La Cité collégiale 2010 - 2011
Bell ExpressVu 2001 - 2002
Bell ExpressVu 1999 - 2001
Invesco Trimark 1994 - 1999
Education
University of Windsor 1992 — 1994
B.Comm, Marketing
University of Ottawa 1990 — 1992
Bachelor Social Sciences, Economics
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
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments November 2010 - August 2012
Invesco Trimark January 2005 - August 2010
Levesque and Bettencourt, Financial Advisors June 2004 - January 2005
Dundee Securities May 1997 - July 2003
Skills
Relationship Management, Project Management, Mutual Funds, Investments, Management, Financial Services, Marketing, Wealth Management, Portfolio Management, Cross-functional Team..., Creative Direction, Negotiation, Strategic Financial..., Sales, Strategic Planning, Training, Investment Strategies, Strategy, Financial Planning
Education
Seneca College of Applied Arts and Technology 1993 — 1995
Finance, General
Seneca College of Applied Arts and Technology
Business and Economics
Fidelity Investments March 2008 - Present
Fidelity Investments September 2006 - March 2008
Invesco Trimark March 2005 - September 2006
Invesco Trimark June 2003 - March 2005
Invesco Trimark July 2002 - June 2003
Skills
Mutual Funds, Investment Advisory, Investments, Wealth Management, Retirement Planning, Securities, Strategic Financial..., Financial Services, Asset Allocation, Asset Management, Investment Strategies, Retirement, Estate Planning, ETFs, Financial Advisory
Education
University Of Toronto 2001 — 2002
Master of Arts, History
Trent University 1997 — 2001
Bachelor of Arts, Honours, History, French
Invesco PowerShares September 2011 - Present
Invesco Trimark December 2008 - March 2011
AIM Trimark Investments 2006 - 2007
AIM Trimark Investments 2005 - 2006
Skills
Analysis, Management, Project Management, Forecasting, Financial Analysis, Portfolio Management, Budgets, PMP, Risk Management, Leadership, Asset Managment, Asset Management, Business Analysis, Mutual Funds, Financial Modeling, Vendor Management, Finance, Mergers & Acquisitions, Investments, Strategic Planning, Product Management, Strategic Financial..., ETFs, Corporate Communications
Education
St. Francis University 2000 — 2004
B.Sc., Management Information Systems
Invesco Trimark January 2000 - Present
Education
Seneca College of Applied Arts and Technology
CIBC Asset Management May 2011 - Present
Invesco Trimark November 2004 - June 2011
Fundata March 2004 - November 2004
Barclays Global Investors January 2002 - March 2004
Investors Group July 2000 - September 2001
Canada Trust June 1996 - July 2000
Skills
Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Wealth Management, Insurance, Due Diligence, Investment Advisory, ETFs, Business Development, Investment Strategies, Asset Management, Financial Services
Education
Dalhousie University
MBA
Ryerson University 1991 — 1996
Bachelor of Commerce, Economics
Seneca College of Applied Arts and Technology 1989 — 1991
accounting and finance
Seneca College of Applied Arts and Technology 1988 — 1991
CFA Institute
CFA
Canadian Securities Institute
CIM, Investment Management
Financial Planners Standards Council
CFP
Dynamic Funds June 2012 - August 2015
Matrix Asset Management 2010 - June 2012
Ark funds 2008 - 2010
BluMont Capital 2004 - 2008
Invesco Trimark 2000 - 2004
Skills
Mutual Funds, Alternative Investments, Asset Management, Equities, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities, Wealth Management, Financial Planning, Financial Services, Relationship Building, Sales
Education
Simon Fraser University
BBA, Finance
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)
Fidelity Investments 2001 - Present
Invesco Trimark 1996 - 2001
Skills
Mutual Funds, Financial Services, Business Analysis, Financial Analysis, Portfolio Management, Relationship Management, Investments
Education
Concordia University
Bachelor of Arts, Economics
Invesco Trimark February 2014 - Present
CIBC December 2013 - January 2014
CIBC June 2012 - December 2013
CIBC January 2012 - June 2012
HSBC September 2009 - January 2012
The University of British Columbia January 2008 - April 2009
Education
The University of British Columbia
BComm, Finance
Shatin College 1997 — 2004
International Baccalaureate
Food For The Poor October 2014 - Present
Food For The Poor March 2014 - October 2014
Food For The Poor February 2013 - March 2014
Food For The Poor March 2012 - February 2013
David Wood Personnel December 2011 - February 2012
Tucan Studios LLC February 2011 - February 2012
Andean Generosity July 2011 - July 2011
Invesco Trimark March 2010 - October 2010
Planting Peace August 2009 - March 2010
Academy of Champions September 2008 - February 2009
Skills
Spanish, Event Planning, International Relations, Nonprofits, Research, Social Media, Fundraising, Translation, French, Customer Service, Volunteer Management, Social Networking, Microsoft Word, Teamwork, Public Speaking, Microsoft Excel, PowerPoint, Strategic Planning, Training, Program Development, Microsoft Office, Marketing, Leadership Development, Event Management, Public Relations, Program Management, Non-profits, Mutual Funds, Data Analysis, Editing, Community Outreach, Interpretation, Cold Calling, International..., Problem Solving, Community Organizing, Following Up, Management, Proposal Writing, Marketing Communications
Education
Grand Canyon University 2008 — 2011
M.B.A., Leadership, 3.61
Florida International University 2003 — 2005
Bachelor's Degree, International Relations, 3.5
Daytona Beach Community College 2002 — 2002
Associate's Degree, Communications, 3.84
Liceo Ariosto Spallanzani 2000 — 2001
Italian Studies
Liceo Franco Hondureno 1996 — 2000
High School Diploma, French
Ecole Secondaire Etienne Brule 1998 — 1999
French Studies
Dundee Wealth 2008 - Present
Invesco Trimark 1998 - 2006
Fidelity Investments 1996 - 1998
Ford Motor Company 1993 - 1996
Skills
Financial Analysis, Financial Modeling, Risk Management, Banking, Mutual Funds, Business Analysis, Equities, Strategic Financial..., Wealth Management, Fixed Income, Securities, Investments, Portfolio Management
Education
Ohio University 1991 — 1993
MA, Int'l Administrative Studies
University of Oregon 1990 — 1991
Courses, Accounting, Finance
Fudan University 1980 — 1984
BA, Int'l studies
Invesco October 2007 - Present
Invesco Trimark September 2005 - September 2007
Invesco Trimark October 2001 - August 2005
Skills
Mutual Funds, Financial Services, Process Improvement, Team Leadership, Customer Service, Call Centers, Microsoft Office, Analysis, Microsoft Excel, Back Office, Performance Improvement, Wedding Photography, Event Photography
Education
Seneca College of Applied Arts and Technology 1997 — 2000
Diploma, Accounting and Finance
Arrow Capital Management Inc. January 2014 - Present
Arrow Capital Management Inc. February 2013 - January 2014
Invesco October 2007 - February 2013
Invesco 2007 - 2009
Invesco Trimark November 2005 - October 2007
Cott Beverages March 2004 - November 2005
Skills
Investments, Mutual Funds, ETFs, Customer Relations, Customer Service, Relationship Development, Sales, Hedge Funds, Closed-end Funds, Alternatives, Bilingual, Alternative Investments, Investment Strategies, Finance, Financial Advisory, Convertible Bonds, Convertible Arbitrage, Alternative Assets, Private Equity
Education
Canadian Securities Institute 2009 — 2010
CSC, Financial Services
College Boreal 2000 — 2004
Diploma, Business Administration - Accounting
Laurentian University/Université Laurentienne
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
CIBC Asset Management Inc (Renaissance Investments) March 2012 - Present
Morningstar April 2010 - February 2012
Capital International October 2007 - August 2009
Manulife Financial February 2005 - October 2007
John Hancock Life Insurance Company (U.S.A.) October 2001 - February 2005
TD Asset Management April 1997 - October 2001
Invesco Trimark 1996 - 1997
Education
University of Ottawa 1990 — 1995
B.Admin, Business Administration
Glendale H.S., Tillsonburg, ON 1985 — 1990
Recall North America July 2012 - Present
Invesco Trimark December 2010 - July 2012
Brookfield Global Relocation Services October 2009 - August 2010
Brookfield Global Relcation Services June 2007 - October 2009
Students' Association of Mount Royal College 2002 - 2006
Skills
Account Management, Vendor Management, Negotiation, Customer Service, Recruiting, CRM, Fundraising, Business Development, Sales Management, Strategic Planning, Sales, Marketing, Marketing Communications, Talent Acquisition, Contract Negotiation, Relationship Management, Management, Change Management, Employee Benefits, Direct Sales, Sales Process, Salesforce.com, Team Building, Project Management, Marketing Strategy, Customer Satisfaction, Networking, Leadership, Process Improvement
Education
Mount Royal University
Cominar Real Estate Investment Trust October 2014 - Present
Ivanhoé Cambridge April 2014 - Present
Ivanhoe Cambridge August 2010 - April 2014
Invesco Trimark Ltd. September 2000 - September 2009
Invesco Trimark September 2000 - September 2006
Invesco Trimark Ltd. October 2005 - April 2006
Skills
Portfolio Management, Vendor Management, Financial Services, Negotiation, Project Management, Customer Service, Management, Building Relationships, Investments, Asset Managment, Process Improvement, Budgets, Public Relations, Time Management, Security, Contract Negotiation, CRM, Asset Management, Leadership, Training, Business Development, Sales, Team Leadership
Education
Durham College 1995 — 1997
Diploma Obtained, Advertising/Marketing
Invesco Trimark January 2010 - January 2011
TD Waterhouse August 2009 - January 2010
TD Canada Trust August 2008 - August 2009
Education
McGill University 2001 — 2005
BA, English Literature
Sentry Investments February 2014 - Present
OLG November 2012 - February 2014
OLG November 2011 - November 2012
OLG June 2011 - November 2011
Invesco Trimark September 2003 - February 2009
Invesco Trimark January 2002 - August 2003
Invesco Trimark January 2001 - December 2001
Invesco Trimark March 1997 - December 1999
Skills
HRIS, Performance Management, Employee Benefits, Deferred Compensation, Employee Relations, Personnel Management, Human Resources, Management, Strategic Planning, Team Building, Employee Engagement, Talent Management, Onboarding, Leadership
Education
HRPAO
Certificate, Human Resources Management
University of Guelph
Bachelor of Arts
Private June 2011 - Present
Invesco Trimark September 2004 - May 2011
Education
Ryerson University 1988 — 1992
BAA, Administration and Information Management
Invesco Trimark 2006 - Present
Education
Ryerson University 2005 — 2006
Accounting and Finance
University of Waterloo 1993 — 1997
Bachelor of Mathematics
BluMont Capital April 2008 - December 2013
CIBC Asset Management January 2005 - January 2008
Invesco Trimark November 2000 - December 2004
Spectrum United Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Mutual Funds, Wealth Management, Investments, Asset Managment, Portfolio Management, Equities, Strategic Financial..., Hedge Funds, Fixed Income, Asset Management, Sales, Alternative Investments, Investment Strategies, Asset Allocation, Retirement Planning, Investment Management, Securities, ETFs, Financial Advisory, Wealth, Bonds, Financial Markets
Education
Concordia University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Vanier College 1987 — 1990
Social Studies
West Hill High School 1982 — 1987
High School
Invesco Trimark May 2010 - Present
State Street June 2007 - April 2009
Canadian Psychiatric Research Foundation October 2006 - April 2007
Education
University of Guelph 2002 — 2006
B.Comm, Economics
Canadian Securities Institute
Canadian Securities Course (2011)