Investia Financial Services Inc.
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Investia Financial Services Inc. Employees
Employee
Years
Job
Industry
Robert Boulos Robert Boulos's Investia Financial Services Inc. Experience May 2002 - Present
Job Branch Manager at Investia Financial Services Inc.
Industry Financial Services
Experience
Investia Financial Services Inc. May 2002 - Present
Boulos Financial Group inc. May 1995 - Present
Skills
Gestion de Patrimoine, Planification de la..., Planification..., Placements, Assurance, Planification..., Fonds Communs de..., Retraite, Prêts Hypothécaires, Rentes a Prime Unique, Assurance Invalidité, Courtage d'Assurance, Courtage en Placement, Product Placement, Temporary Placement, Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Insurance, Investment Strategies, Mutual Funds, Wealth Management
Education
Champlain College 1993 — 1993
Graduated in Commerce, Finance, General
Marianopolis College 1991 — 1993
Commerce, Finance, General
Investia Financial Services Inc. May 2002 - Present
Boulos Financial Group inc. May 1995 - Present
Skills
Gestion de Patrimoine, Planification de la..., Planification..., Placements, Assurance, Planification..., Fonds Communs de..., Retraite, Prêts Hypothécaires, Rentes a Prime Unique, Assurance Invalidité, Courtage d'Assurance, Courtage en Placement, Product Placement, Temporary Placement, Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Insurance, Investment Strategies, Mutual Funds, Wealth Management
Education
Champlain College 1993 — 1993
Graduated in Commerce, Finance, General
Marianopolis College 1991 — 1993
Commerce, Finance, General
Richard Bank, CFP Richard Bank, CFP's Investia Financial Services Inc. Experience March 2011 - March 2013
Job Sales Assistant at TD Wealth Management
Industry Financial Services
Experience
TD March 2014 - Present
TFB Financial March 2011 - March 2014
Investia Financial Services Inc. March 2011 - March 2013
Quadrus Investment Services Ltd. October 2010 - March 2011
Freedom 55 Financial October 2010 - March 2011
Skills
Disability Insurance, Critical Illness, Segregated Funds, Employee Benefits, Mutual Funds, Pensions, Investments, Term Life Insurance, Universal Life, RRSP, Securities, RESP, TFSA, Group Insurance, Financial Services, Sales, Finance, Wealth Management, Life Insurance
Education
George Brown College 2013 — 2013
Financial Planning Post Graduation
Huron University College 2004 — 2008
B.A., Political Science
TD March 2014 - Present
TFB Financial March 2011 - March 2014
Investia Financial Services Inc. March 2011 - March 2013
Quadrus Investment Services Ltd. October 2010 - March 2011
Freedom 55 Financial October 2010 - March 2011
Skills
Disability Insurance, Critical Illness, Segregated Funds, Employee Benefits, Mutual Funds, Pensions, Investments, Term Life Insurance, Universal Life, RRSP, Securities, RESP, TFSA, Group Insurance, Financial Services, Sales, Finance, Wealth Management, Life Insurance
Education
George Brown College 2013 — 2013
Financial Planning Post Graduation
Huron University College 2004 — 2008
B.A., Political Science
Lewis Chan Lewis Chan's Investia Financial Services Inc. Experience July 2012 - Present
Job Financial Advisor at Investia Financial Services Inc.
Industry Financial Services
Experience
Investia Financial Services Inc. July 2012 - Present
Financial Literacy Counsel June 2012 - Present
Vancouver Chinese Baptist Church January 2012 - Present
Ferndale and Mission Prison January 2011 - Present
Sun Life Financial January 2011 - June 2012
Industry Canada January 2010 - July 2010
London Drugs 2002 - 2010
Workplace Technology Services September 2008 - May 2009
Skills
Social Media, Customer Service, Public Speaking, Microsoft Office, Financial Analysis, Internal Communications, Corporate Communications, Marketing Communications, Event Planning, Analysis, Time Management, Microsoft Excel, Research, Team Leadership
Education
Simon Fraser University 2006 — 2010
BA, Communications
Langara College 2003 — 2006
Bachelor of Commerce (B.Com.)
Investia Financial Services Inc. July 2012 - Present
Financial Literacy Counsel June 2012 - Present
Vancouver Chinese Baptist Church January 2012 - Present
Ferndale and Mission Prison January 2011 - Present
Sun Life Financial January 2011 - June 2012
Industry Canada January 2010 - July 2010
London Drugs 2002 - 2010
Workplace Technology Services September 2008 - May 2009
Skills
Social Media, Customer Service, Public Speaking, Microsoft Office, Financial Analysis, Internal Communications, Corporate Communications, Marketing Communications, Event Planning, Analysis, Time Management, Microsoft Excel, Research, Team Leadership
Education
Simon Fraser University 2006 — 2010
BA, Communications
Langara College 2003 — 2006
Bachelor of Commerce (B.Com.)
Malee Rubinstein Malee Rubinstein's Investia Financial Services Inc. Experience November 1996 - Present
Job
Industry Financial Services
Experience
Investia Financial Services Inc. November 1996 - Present
Rubinstein Financial Mgmt Inc 1990 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Budgets, C++, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation, Mutual Funds, Leadership, Coaching
Education
University of Hawaii at Manoa
Investia Financial Services Inc. November 1996 - Present
Rubinstein Financial Mgmt Inc 1990 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Budgets, C++, C, Public Speaking, Editing, Strategic Planning, Java, Negotiation, Mutual Funds, Leadership, Coaching
Education
University of Hawaii at Manoa
Rick Lautischer Rick Lautischer's Investia Financial Services Inc. Experience May 1993 - Present
Job Associate Partner at AWIN Insurance Ltd
Industry Financial Services
Experience
A-WIN Insurance April 2008 - Present
Investia Financial Services Inc. May 1993 - Present
Skills
Succession Planning, Strategic Financial..., Wealth Management, Insurance, Life Insurance, Commercial Insurance, Mutual Funds, Investments, General Insurance, Retirement Planning, Estate Planning, Fixed Annuities, Property & Casualty..., Small Business, Term Life Insurance, Savings, Retirement
Education
Canadian Institute of Financial Planning 1993 — 1996
Certified Financial Planner
Northern Alberta Institute of Technology 1981 — 1983
Electronics
Archbishop MacDonald?
A-WIN Insurance April 2008 - Present
Investia Financial Services Inc. May 1993 - Present
Skills
Succession Planning, Strategic Financial..., Wealth Management, Insurance, Life Insurance, Commercial Insurance, Mutual Funds, Investments, General Insurance, Retirement Planning, Estate Planning, Fixed Annuities, Property & Casualty..., Small Business, Term Life Insurance, Savings, Retirement
Education
Canadian Institute of Financial Planning 1993 — 1996
Certified Financial Planner
Northern Alberta Institute of Technology 1981 — 1983
Electronics
Archbishop MacDonald?
Albert Routhier Albert Routhier's Investia Financial Services Inc. Experience March 1993 - Present
Job Vice President at Panorama Wealth Management
Industry Financial Services
Experience
Panorama Wealth Management March 2011 - Present
Investia Financial Services Inc. March 1993 - Present
Department of National Defence 1978 - 1992
Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Asset Management, Retirement, Financial Planning, Investment Strategies, Finance, Strategic Financial..., Wealth, Financial Planners, Certified Financial..., Life Insurance, Investment Advisory, Asset Allocation, Estate Planning, Securities, Financial Advisory, Credit
Education
University of Manitoba 1975 — 1980
B. Comm (H), Business
Panorama Wealth Management March 2011 - Present
Investia Financial Services Inc. March 1993 - Present
Department of National Defence 1978 - 1992
Skills
Investments, Retirement Planning, Insurance, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Asset Management, Retirement, Financial Planning, Investment Strategies, Finance, Strategic Financial..., Wealth, Financial Planners, Certified Financial..., Life Insurance, Investment Advisory, Asset Allocation, Estate Planning, Securities, Financial Advisory, Credit
Education
University of Manitoba 1975 — 1980
B. Comm (H), Business
Darryl Martella, RRC® Darryl Martella, RRC®'s Investia Financial Services Inc. Experience October 2004 - September 2012
Job Financial Advisor at Educators Financial Group Inc.
Industry Financial Services
Experience
Educators Financial Group Inc. September 2012 - Present
Investia Financial Services Inc. October 2004 - September 2012
The Ottawa Sun August 2003 - October 2004
Skills
Disability Insurance, Critical Illness, Investments, Insurance, Pensions, Wealth Management, Retirement Planning, Estate Planning, Risk Management, Coaching, Mutual Funds, Investment Advisory, Asset Management, Insurance Planning, Financial Analysis, Business Planning, Financial Planners, Financial Advisory, Wealth, Wealth Management..., Financial Services, Financial Planning
Education
The Canadian Institute of Financial Planning 2011 — 2011
RRC®, Registered Retirement Consultant
Algonquin College of Applied Arts and Technology 2000 — 2003
Business Administration, Finance and Marketing
Laurentian University/Université Laurentienne 1999 — 2000
Civil Engineering
Saint Peter's 1992 — 1999
Diploma
Educators Financial Group Inc. September 2012 - Present
Investia Financial Services Inc. October 2004 - September 2012
The Ottawa Sun August 2003 - October 2004
Skills
Disability Insurance, Critical Illness, Investments, Insurance, Pensions, Wealth Management, Retirement Planning, Estate Planning, Risk Management, Coaching, Mutual Funds, Investment Advisory, Asset Management, Insurance Planning, Financial Analysis, Business Planning, Financial Planners, Financial Advisory, Wealth, Wealth Management..., Financial Services, Financial Planning
Education
The Canadian Institute of Financial Planning 2011 — 2011
RRC®, Registered Retirement Consultant
Algonquin College of Applied Arts and Technology 2000 — 2003
Business Administration, Finance and Marketing
Laurentian University/Université Laurentienne 1999 — 2000
Civil Engineering
Saint Peter's 1992 — 1999
Diploma
John A. Leroux John A. Leroux's Investia Financial Services Inc. Experience December 2007 - Present
Job Mutual Fund, Life & Group Insurance Representative
Industry Financial Services
Experience
Investia Financial Services Inc. December 2007 - Present
Services Financiers John A Leroux Financial Services Inc. September 2007 - Present
Triglobal July 1997 - December 2007
Manulife Financial November 1996 - July 1997
London Life November 1991 - June 1997
Skills
Portfolio Management, Mutual Funds, Risk Management, Securities, Employee Benefits, Disability Insurance, Finance, Wealth, Financial Planners, Retirement Planning, Wealth Management, Investment Advisory, Financial Planning, Fortune
Education
Concordia University 1988 — 1991
BA
Investia Financial Services Inc. December 2007 - Present
Services Financiers John A Leroux Financial Services Inc. September 2007 - Present
Triglobal July 1997 - December 2007
Manulife Financial November 1996 - July 1997
London Life November 1991 - June 1997
Skills
Portfolio Management, Mutual Funds, Risk Management, Securities, Employee Benefits, Disability Insurance, Finance, Wealth, Financial Planners, Retirement Planning, Wealth Management, Investment Advisory, Financial Planning, Fortune
Education
Concordia University 1988 — 1991
BA
Laurent Dubreuil Laurent Dubreuil's Investia Financial Services Inc. Experience March 2012 - Present
Job Conseiller en sécurité financière et Représentant en épargne collective chez Investia Financial Services Inc.
Industry Marketing and Advertising
Experience
Investia Financial Services Inc. March 2012 - Present
Banque Laurentienne November 2011 - June 2012
Cafa Financement Corporatif 2011 - 2011
Genetec September 2009 - December 2009
Banque Laurentienne January 2009 - April 2009
Banque Laurentienne May 2008 - August 2008
Skills
Strategic Financial..., Mutual Funds, Long-term Customer..., Life Insurance, Disability Insurance, Marketing Research, Marketing Strategy, Business Strategy, Marketing Communications, Strategic Planning, Database Marketing, Market Analysis, Marketing, Market Research, Social Media Marketing, Product Marketing, Segmentation, Product Management, Analytics, French, Bilingualism
Education
Université de Sherbrooke 2010 — 2011
Maitrise scientifique en Administration, Marketing, Diplômé
2007 — 2010
Baccalauréat en Administration des Affaires, Administration Marketing
Investia Financial Services Inc. March 2012 - Present
Banque Laurentienne November 2011 - June 2012
Cafa Financement Corporatif 2011 - 2011
Genetec September 2009 - December 2009
Banque Laurentienne January 2009 - April 2009
Banque Laurentienne May 2008 - August 2008
Skills
Strategic Financial..., Mutual Funds, Long-term Customer..., Life Insurance, Disability Insurance, Marketing Research, Marketing Strategy, Business Strategy, Marketing Communications, Strategic Planning, Database Marketing, Market Analysis, Marketing, Market Research, Social Media Marketing, Product Marketing, Segmentation, Product Management, Analytics, French, Bilingualism
Education
Université de Sherbrooke 2010 — 2011
Maitrise scientifique en Administration, Marketing, Diplômé
2007 — 2010
Baccalauréat en Administration des Affaires, Administration Marketing
Richard Knowles, B.Sc. Richard Knowles, B.Sc.'s Investia Financial Services Inc. Experience 2010 - Present
Job President, R. Knowles & Asssociates
Industry Financial Services
Experience
Leafcross Biomedical Inc. March 2013 - Present
Investia Financial Services Inc. 2010 - Present
Richard Knowles & Associates 1994 - Present
National Bank Financial 1994 - Present
Customplan Financial Services Inc. 1994 - Present
Laurentian Bank of Canada 1990 - 1993
The University of British Columbia 1985 - 1987
University of Guelph 1984 - 1985
Skills
Asset Management, Investments, Financial Analysis, Negotiation, Wealth and Risk..., Financial Modeling and..., Corporate Investment..., Fixed Income and Stocks, Group Benefits..., Business Strategy, Compliance, Financial and Estate..., Venture Capital, Leveraged Finance, Credit Analysis, Debt, Biotechnology, Organic Chemistry, Plant Physiology, Ion Channels, Molecular & Cellular..., Biotechnology Industry, Pharmaceutical Research, Executive Compensation..., Medical Devices
Education
Financial Planning Certification and Education (Advocis) 1994 — 1999
Specialized in High Net Worth and Company Business Wealth Structuring
University of British Columbia
Post Graduate research
University of Guelph
B.Sc.
Investment Funds Institute Canada 1988 — 1988
Life Insurance Counsel of B.C. 1990 — 1993
Level 3 License Life, Health and AD&D
Lisgar Collegiate Institute
Leafcross Biomedical Inc. March 2013 - Present
Investia Financial Services Inc. 2010 - Present
Richard Knowles & Associates 1994 - Present
National Bank Financial 1994 - Present
Customplan Financial Services Inc. 1994 - Present
Laurentian Bank of Canada 1990 - 1993
The University of British Columbia 1985 - 1987
University of Guelph 1984 - 1985
Skills
Asset Management, Investments, Financial Analysis, Negotiation, Wealth and Risk..., Financial Modeling and..., Corporate Investment..., Fixed Income and Stocks, Group Benefits..., Business Strategy, Compliance, Financial and Estate..., Venture Capital, Leveraged Finance, Credit Analysis, Debt, Biotechnology, Organic Chemistry, Plant Physiology, Ion Channels, Molecular & Cellular..., Biotechnology Industry, Pharmaceutical Research, Executive Compensation..., Medical Devices
Education
Financial Planning Certification and Education (Advocis) 1994 — 1999
Specialized in High Net Worth and Company Business Wealth Structuring
University of British Columbia
Post Graduate research
University of Guelph
B.Sc.
Investment Funds Institute Canada 1988 — 1988
Life Insurance Counsel of B.C. 1990 — 1993
Level 3 License Life, Health and AD&D
Lisgar Collegiate Institute
Paul E. Hamon, CFP®'s Investia Financial Services Inc. Experience January 2001 - Present
Job Certified Financial Planner at Hamon Financial Group; Mutual Fund Representative at Investia Financial Services Inc
Industry Financial Services
Experience
Hamon Financial Group Inc. January 2008 - Present
Investia Financial Services Inc January 2001 - Present
Hamon Financial Group Inc. December 2007 - June 2011
Hamon Financial Group Inc. October 1995 - January 2008
Skills
Business Planning, Financial Planning, Portfolio Management, Estate Planning, Wealth Management, Mutual Funds, Investments, Insurance, Retirement, Critical Illness, Financial Planners, Investment Strategies, Financial Advisory, Risk Management, Wealth, Pensions, Strategic Planning, Strategic Financial..., Small Business, Employee Benefits, Finance, Life Insurance, Financial Services, Fixed Annuities, Disability Insurance, Asset Management, Wealth Accumulation, Term Life Insurance, Asset Allocation, Retirement Planning
Education
Algonquin College of Applied Arts and Technology 1992 — 1995
Human Resources Management
Hamon Financial Group Inc. January 2008 - Present
Investia Financial Services Inc January 2001 - Present
Hamon Financial Group Inc. December 2007 - June 2011
Hamon Financial Group Inc. October 1995 - January 2008
Skills
Business Planning, Financial Planning, Portfolio Management, Estate Planning, Wealth Management, Mutual Funds, Investments, Insurance, Retirement, Critical Illness, Financial Planners, Investment Strategies, Financial Advisory, Risk Management, Wealth, Pensions, Strategic Planning, Strategic Financial..., Small Business, Employee Benefits, Finance, Life Insurance, Financial Services, Fixed Annuities, Disability Insurance, Asset Management, Wealth Accumulation, Term Life Insurance, Asset Allocation, Retirement Planning
Education
Algonquin College of Applied Arts and Technology 1992 — 1995
Human Resources Management
Tony Tedeschi's Investia Financial Services Inc. Experience 2004 - 2008
Job Financial Services
Industry Financial Services
Experience
TD Canada Trust April 2015 - Present
Investors Group January 2008 - August 2011
Investia Financial Services Inc. 2004 - 2008
Investors Group Financial Services Inc. 1999 - 2003
Skills
Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investments, Securities, Investment Strategies, Estate Planning, Financial Advisory, Financial Planners, Investment Advisory, Strategic Financial..., Wealth Management..., Finance, Small Business, Wealth, Financial Planning, Portfolio Management
Education
CFA Institute
Level 1
CSI Institute
Concordia University
université laval
TD Canada Trust April 2015 - Present
Investors Group January 2008 - August 2011
Investia Financial Services Inc. 2004 - 2008
Investors Group Financial Services Inc. 1999 - 2003
Skills
Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investments, Securities, Investment Strategies, Estate Planning, Financial Advisory, Financial Planners, Investment Advisory, Strategic Financial..., Wealth Management..., Finance, Small Business, Wealth, Financial Planning, Portfolio Management
Education
CFA Institute
Level 1
CSI Institute
Concordia University
université laval
Robert Yancovitch's Investia Financial Services Inc. Experience 2011 - 2014
Job Financial Security Advisor at L.E.S. Financial
Industry Financial Services
Experience
L.E.S. Financial Services Inc. August 2011 - Present
Investia Financial Services Inc. 2011 - 2014
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Permanent Life Insurance, Retirement Planning, Critical Illness, Health Insurance, Universal Life, Whole Life, Medicine, Tax & Estate Planning, Business Overhead..., Income Protection, Key Person Insurance, Long Term Care Insurance
Education
Dawson College 2003 — 2006
D.E.C., Social Sciences with a Profile in International Business
Concordia University
Political Science
L.E.S. Financial Services Inc. August 2011 - Present
Investia Financial Services Inc. 2011 - 2014
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Permanent Life Insurance, Retirement Planning, Critical Illness, Health Insurance, Universal Life, Whole Life, Medicine, Tax & Estate Planning, Business Overhead..., Income Protection, Key Person Insurance, Long Term Care Insurance
Education
Dawson College 2003 — 2006
D.E.C., Social Sciences with a Profile in International Business
Concordia University
Political Science
Casey O'Neill's Investia Financial Services Inc. Experience January 2013 - April 2014
Job Artist at CaseyONeillart.com
Industry Fine Art
Experience
CaseyONeillart.com April 2014 - Present
Alliance Financial Group January 2013 - April 2014
Investia Financial Services Inc. January 2013 - April 2014
TD Bank Group March 2007 - May 2012
Ontario Wheat Producers’ Marketing Board October 2002 - August 2004
Skills
Art, Painting, Illustration, Contemporary Art, Cartoons, Visual Arts, Oil Painting, Portraits, Fine Art, Animation, Acrylic Painting, Logos, Character Designs, Watercolor, Logo Design, Creativity, Landscape Painting, Mixed Media, Watercolor Illustration, Portrait Painting, Drawing, Graphic Design, Photoshop, Digital Illustration, Illustrator
Education
CFA Institute 2013 — 2013
CFA level 1 Candidate, Chartered Financial Analyst
Durham College 2013 — 2013
LLQP, Life License Qualification Program
Canadian Securities Institute 2011 — 2011
CSC, Canadian Securities Course
Canadian Securities Institute 2011 — 2011
CPH, Conduct and Practices Handbook Course
Canadian Securities Institute 2010 — 2010
PFPC, Professional Financial Planner’s Course
Canadian Securities Institute 2008 — 2008
IFC, Investment Funds in Canada
Ryerson University 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
CaseyONeillart.com April 2014 - Present
Alliance Financial Group January 2013 - April 2014
Investia Financial Services Inc. January 2013 - April 2014
TD Bank Group March 2007 - May 2012
Ontario Wheat Producers’ Marketing Board October 2002 - August 2004
Skills
Art, Painting, Illustration, Contemporary Art, Cartoons, Visual Arts, Oil Painting, Portraits, Fine Art, Animation, Acrylic Painting, Logos, Character Designs, Watercolor, Logo Design, Creativity, Landscape Painting, Mixed Media, Watercolor Illustration, Portrait Painting, Drawing, Graphic Design, Photoshop, Digital Illustration, Illustrator
Education
CFA Institute 2013 — 2013
CFA level 1 Candidate, Chartered Financial Analyst
Durham College 2013 — 2013
LLQP, Life License Qualification Program
Canadian Securities Institute 2011 — 2011
CSC, Canadian Securities Course
Canadian Securities Institute 2011 — 2011
CPH, Conduct and Practices Handbook Course
Canadian Securities Institute 2010 — 2010
PFPC, Professional Financial Planner’s Course
Canadian Securities Institute 2008 — 2008
IFC, Investment Funds in Canada
Ryerson University 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Sanaa Darbachi Sanaa Darbachi's Investia Financial Services Inc. Experience January 2010 - November 2011
Job Adjointe en placement chez Courtier en valeurs mobilières
Industry Financial Services
Experience
Courtier en valeurs mobilières May 2015 - Present
Groupe Investors April 2014 - May 2015
CFP Conseil November 2011 - March 2014
Investia Financial Services Inc. January 2010 - November 2011
Valeurs mobilières Industrielle Alliance 2009 - 2009
Gestion FÉRIQUE January 2007 - November 2008
Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, French, Finance, Wealth Management, Financial Analysis, Portfolio Management, Fonds mutuel, Français, Analyse financière
Education
UQAM
Courtier en valeurs mobilières May 2015 - Present
Groupe Investors April 2014 - May 2015
CFP Conseil November 2011 - March 2014
Investia Financial Services Inc. January 2010 - November 2011
Valeurs mobilières Industrielle Alliance 2009 - 2009
Gestion FÉRIQUE January 2007 - November 2008
Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, French, Finance, Wealth Management, Financial Analysis, Portfolio Management, Fonds mutuel, Français, Analyse financière
Education
UQAM
Anthony S. Marchao, MFA, CHS, CPCA Anthony S. Marchao, MFA, CHS, CPCA's Investia Financial Services Inc. Experience February 2002 - Present
Job President, Definitive Wealth Management Inc.
Industry Financial Services
Experience
Definitive Wealth Management Inc. December 2003 - Present
Investia Financial Services Inc. February 2002 - Present
Investia Financial Services Inc. 2002 - 2011
Investors Group 1995 - 2002
Investors Group 1995 - 2002
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Investment Strategies, Investments, Insurance, Estate Planning, Retirement Planning, Critical Illness, Life Insurance, Portfolio Management, Long-term Care, Retirement, Asset Allocation, Disability Insurance, Wealth, Asset Managment, Wealth Accumulation, Pensions, Financial Planners, Financial Advisory, Term Life Insurance, Financial Services
Education
Sheridan College 1993 — 1995
Definitive Wealth Management Inc. December 2003 - Present
Investia Financial Services Inc. February 2002 - Present
Investia Financial Services Inc. 2002 - 2011
Investors Group 1995 - 2002
Investors Group 1995 - 2002
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Investment Strategies, Investments, Insurance, Estate Planning, Retirement Planning, Critical Illness, Life Insurance, Portfolio Management, Long-term Care, Retirement, Asset Allocation, Disability Insurance, Wealth, Asset Managment, Wealth Accumulation, Pensions, Financial Planners, Financial Advisory, Term Life Insurance, Financial Services
Education
Sheridan College 1993 — 1995
Rahim Kassam Rahim Kassam's Investia Financial Services Inc. Experience January 2009 - January 2013
Job Accountant at Kassam Chartered Accountancy
Industry Financial Services
Experience
Kassam Chartered Accountancy January 2014 - Present
Investia Financial Services Inc. January 2009 - January 2013
Investia Financial Services Inc. August 2006 - January 2009
AEGON Dealer Services Inc. December 2002 - August 2006
Vertefuille Kassam Chartered Accountants June 1996 - November 2002
Skills
Mutual Funds, Wealth Management, Asset Management, Financial Services, Portfolio Management, Securities, Investments, Strategic Financial..., Risk Management
Education
The University of Calgary
B.Comm, Finance / Marketing
Kassam Chartered Accountancy January 2014 - Present
Investia Financial Services Inc. January 2009 - January 2013
Investia Financial Services Inc. August 2006 - January 2009
AEGON Dealer Services Inc. December 2002 - August 2006
Vertefuille Kassam Chartered Accountants June 1996 - November 2002
Skills
Mutual Funds, Wealth Management, Asset Management, Financial Services, Portfolio Management, Securities, Investments, Strategic Financial..., Risk Management
Education
The University of Calgary
B.Comm, Finance / Marketing
Elie M. Fakhouri Elie M. Fakhouri's Investia Financial Services Inc. Experience November 2011 - October 2013
Job Chartered Financial Analyst and Financial Advisor
Industry Financial Services
Experience
Maple Research November 2009 - Present
Investia Financial Services Inc. November 2011 - October 2013
Industrielle Alliance November 2011 - September 2012
Beacon Wealth Management/Beacon Securities Limited April 2007 - July 2009
Nortel Networks 1993 - 2001
INRS-Télécommunications 1991 - 1993
Education
McGill University
Maple Research November 2009 - Present
Investia Financial Services Inc. November 2011 - October 2013
Industrielle Alliance November 2011 - September 2012
Beacon Wealth Management/Beacon Securities Limited April 2007 - July 2009
Nortel Networks 1993 - 2001
INRS-Télécommunications 1991 - 1993
Education
McGill University
Peter Mundy's Investia Financial Services Inc. Experience October 2008 - Present
Job Financial Advisor at Panorama Wealth Management
Industry Financial Services
Experience
Panorama Wealth Management May 2013 - Present
Investia Financial Services Inc October 2008 - Present
Money Concepts January 1988 - May 2013
Skills
Retirement Planning, Estate Planning, Financial Planning, Retirement Income..., Wealth Management, Investments, Mutual Funds, Insurance, Retirement, Annuities, Asset Management, Portfolio Management, Investment Advisory, Financial Advice, Insurance Planning, Wealth Accumulation, Strategic Financial..., Long-term Care, Fixed Annuities, Wealth, Financial Advisory, Financial Planners, Asset Allocation, Financial Services, Life Insurance, Securities, Disability Insurance, Investment Management, Finance, IRAs, Small Business, Investment Strategies, Term Life Insurance, Asset Managment, Pensions, Mortgage Lending, Bonds, Critical Illness, Alternative Investments, High Net Worth..., Roth IRA, Equities
Education
Carleton University 1983 — 1988
Bachelor of Arts (B.A.), History and Geography
Panorama Wealth Management May 2013 - Present
Investia Financial Services Inc October 2008 - Present
Money Concepts January 1988 - May 2013
Skills
Retirement Planning, Estate Planning, Financial Planning, Retirement Income..., Wealth Management, Investments, Mutual Funds, Insurance, Retirement, Annuities, Asset Management, Portfolio Management, Investment Advisory, Financial Advice, Insurance Planning, Wealth Accumulation, Strategic Financial..., Long-term Care, Fixed Annuities, Wealth, Financial Advisory, Financial Planners, Asset Allocation, Financial Services, Life Insurance, Securities, Disability Insurance, Investment Management, Finance, IRAs, Small Business, Investment Strategies, Term Life Insurance, Asset Managment, Pensions, Mortgage Lending, Bonds, Critical Illness, Alternative Investments, High Net Worth..., Roth IRA, Equities
Education
Carleton University 1983 — 1988
Bachelor of Arts (B.A.), History and Geography
Suzy Brière's Investia Financial Services Inc. Experience March 2014 - Present
Job chez
Industry Financial Services
Experience
Investia Financial Services Inc. March 2014 - Present
Groupe financier Boulos April 2011 - Present
Financière Sun Life September 2007 - June 2009
Financière Sun Life September 2007 - June 2009
Education
Université de Sherbrooke 1992 — 2002
Université de Sherbrooke 1998 — 2001
M Sc, administration
Investia Financial Services Inc. March 2014 - Present
Groupe financier Boulos April 2011 - Present
Financière Sun Life September 2007 - June 2009
Financière Sun Life September 2007 - June 2009
Education
Université de Sherbrooke 1992 — 2002
Université de Sherbrooke 1998 — 2001
M Sc, administration
Pamela Chen's Investia Financial Services Inc. Experience August 2008 - Present
Job Investment Fund Advisor at Investia Financial Services Inc.
Industry Financial Services
Experience
Investia Financial Services Inc. August 2008 - Present
Citistar Financial Services Ltd February 2008 - Present
Sunlife Financial January 2003 - February 2008
Clarica Financial Services May 2000 - December 2002
Shanghai merchant Ship Design & Research Institute June 1987 - September 1999
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Insurance, Estate Planning, Pensions, Risk Management, Finance, Critical Illness, Financial Risk, Financial Services, Financial Advisory, Mutual Funds, Portfolio Management, Life Insurance, Investment Advisory, Investment Strategies, Retirement, Disability Insurance, Asset Management, Fixed Annuities, Wealth
Education
Shanghai Jiao Tong University 1983 — 1987
bachalor, engineering
Investia Financial Services Inc. August 2008 - Present
Citistar Financial Services Ltd February 2008 - Present
Sunlife Financial January 2003 - February 2008
Clarica Financial Services May 2000 - December 2002
Shanghai merchant Ship Design & Research Institute June 1987 - September 1999
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Insurance, Estate Planning, Pensions, Risk Management, Finance, Critical Illness, Financial Risk, Financial Services, Financial Advisory, Mutual Funds, Portfolio Management, Life Insurance, Investment Advisory, Investment Strategies, Retirement, Disability Insurance, Asset Management, Fixed Annuities, Wealth
Education
Shanghai Jiao Tong University 1983 — 1987
bachalor, engineering
Laurence Prasad's Investia Financial Services Inc. Experience October 1995 - Present
Job Financial Advisor
Industry Financial Services
Experience
Investia Financial Services Inc. October 1995 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Series 7, Mutual Funds, Business Planning, Strategic Planning, Business Strategy, Portfolio Management, Investment Strategies, Retirement, Estate Planning, Fixed Annuities, Investment Advisory, Wealth, Business Development
Education
The University of British Columbia
Investia Financial Services Inc. October 1995 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Series 7, Mutual Funds, Business Planning, Strategic Planning, Business Strategy, Portfolio Management, Investment Strategies, Retirement, Estate Planning, Fixed Annuities, Investment Advisory, Wealth, Business Development
Education
The University of British Columbia
Luc Aubry's Investia Financial Services Inc. Experience January 2008 - Present
Job Independent Financial Planner
Industry Financial Services
Experience
Investia Financial Services Inc. January 2008 - Present
No company name January 2005 - Present
No company name January 1994 - Present
Dale-Parizeau February 1987 - June 1992
Skills
Mutual Funds, Retirement Planning, Disability Insurance, Facilitator..., Life Insurance, Holistic Financial..., Defined Benefit, Defined Contribution, LIRA, Critical Illness, Children's Education..., Financial Planning, Investments, Retirement, Wealth Management, Insurance, Investment Strategies, Investment Advisory, Financial Advisory, Portfolio Management, Financial Services
Education
Society of Actuaries (Chicago) 1982 — 1990
"almost A.S.A.", Actuarial Science
Université Laval 1983 — 1985
Not completed, Actuarial Science, Statictics
Université de Montréal 1979 — 1982
B. Sc. Mathematics, Actuarial Science
College Lafleche 1977-79 Administration (with Mathematics) 1977 — 1979
D.E.C., Administration
Investia Financial Services Inc. January 2008 - Present
No company name January 2005 - Present
No company name January 1994 - Present
Dale-Parizeau February 1987 - June 1992
Skills
Mutual Funds, Retirement Planning, Disability Insurance, Facilitator..., Life Insurance, Holistic Financial..., Defined Benefit, Defined Contribution, LIRA, Critical Illness, Children's Education..., Financial Planning, Investments, Retirement, Wealth Management, Insurance, Investment Strategies, Investment Advisory, Financial Advisory, Portfolio Management, Financial Services
Education
Society of Actuaries (Chicago) 1982 — 1990
"almost A.S.A.", Actuarial Science
Université Laval 1983 — 1985
Not completed, Actuarial Science, Statictics
Université de Montréal 1979 — 1982
B. Sc. Mathematics, Actuarial Science
College Lafleche 1977-79 Administration (with Mathematics) 1977 — 1979
D.E.C., Administration
Harold Hip's Investia Financial Services Inc. Experience September 1997 - Present
Job Financial advisor at Investia Financial Services Inc.
Industry Financial Services
Experience
Investia Financial Services Inc. September 1997 - Present
Education
Concordia University 1977 — 1982
Bachelor's Degree, Accounting and Finance
Investia Financial Services Inc. September 1997 - Present
Education
Concordia University 1977 — 1982
Bachelor's Degree, Accounting and Finance
Daniel Croteau's Investia Financial Services Inc. Experience January 2009 - September 2011
Job On sabbatical at Independent
Industry Financial Services
Experience
PEAK Financial Group May 2013 - August 2014
Investia Financial Services Inc. January 2009 - September 2011
Dundee Wealth (including Cartier Partners merger) June 2002 - December 2008
Skills
Mutual Funds, Investments, Customer Relations, Compliance, Strategic Financial..., Portfolio Management, Customer Service, Securities, Partners, Directors &..., Branch Managers'..., Conduct & Practices..., Canadian Investment..., Finance, Financial Analysis, Portfolio Analysis, Operations, Risk Management, Financial Planning, Fonds mutuels, Investissements, Conformité, Service à la clientèle, Cours à l’intention des..., Cours sur les fonds..., Cours relatif au manuel..., Cours à l’intention des..., Analyse financière, Analyse de portefeuille, Opérations, Gestion du risque, Planification financière, Leverage Loans, Prêts leviers
Education
Université Laval / Laval University
Personal Financial Planning Certificate
PEAK Financial Group May 2013 - August 2014
Investia Financial Services Inc. January 2009 - September 2011
Dundee Wealth (including Cartier Partners merger) June 2002 - December 2008
Skills
Mutual Funds, Investments, Customer Relations, Compliance, Strategic Financial..., Portfolio Management, Customer Service, Securities, Partners, Directors &..., Branch Managers'..., Conduct & Practices..., Canadian Investment..., Finance, Financial Analysis, Portfolio Analysis, Operations, Risk Management, Financial Planning, Fonds mutuels, Investissements, Conformité, Service à la clientèle, Cours à l’intention des..., Cours sur les fonds..., Cours relatif au manuel..., Cours à l’intention des..., Analyse financière, Analyse de portefeuille, Opérations, Gestion du risque, Planification financière, Leverage Loans, Prêts leviers
Education
Université Laval / Laval University
Personal Financial Planning Certificate
Raffaele Nardi, B.A.A., Pl. Fin.'s Investia Financial Services Inc. Experience September 2013 - Present
Job Représentant en épargne collective at Investia Financial Services Inc.
Industry Banking
Experience
Investia Financial Services Inc. September 2013 - Present
FINANCE EN MOUVEMENT/FINANCE IN MOTION July 2013 - Present
Banque Laurentienne October 2012 - July 2013
Banque Laurentienne September 2009 - October 2012
Bank of Montreal April 2005 - August 2009
RBC April 2003 - April 2005
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Wealth Management, Mortgage Lending, Banking, Investment Advisory, Financial Analysis, Financial Markets, Financial Planners, Finance, Credit, Financial Planning, Financial Services, Investment Strategies, Risk Management
Education
IQPF 2004 — 2005
Pl. Fin., Financial Planning and Services
CSI 2002 — 2003
CSC
École des sciences de la gestion (ESG UQAM) 1999 — 2003
B.A.A., Finance
Investia Financial Services Inc. September 2013 - Present
FINANCE EN MOUVEMENT/FINANCE IN MOTION July 2013 - Present
Banque Laurentienne October 2012 - July 2013
Banque Laurentienne September 2009 - October 2012
Bank of Montreal April 2005 - August 2009
RBC April 2003 - April 2005
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Wealth Management, Mortgage Lending, Banking, Investment Advisory, Financial Analysis, Financial Markets, Financial Planners, Finance, Credit, Financial Planning, Financial Services, Investment Strategies, Risk Management
Education
IQPF 2004 — 2005
Pl. Fin., Financial Planning and Services
CSI 2002 — 2003
CSC
École des sciences de la gestion (ESG UQAM) 1999 — 2003
B.A.A., Finance
Danielle Nardi's Investia Financial Services Inc. Experience 2008 - 2010
Job V.P. Compliance at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking 2015 - Present
Aligned Capital Partners Inc. 2012 - 2015
Investment Planning Counsel 2011 - 2012
FundEX Investments Inc. & Investia Financial Services Inc. 2010 - 2011
Investia Financial Services Inc. 2008 - 2010
Assante Wealth Management 2004 - 2008
Skills
AML
Education
CSI
Concordia University
George Brown College
IFSE
BMO Private Banking 2015 - Present
Aligned Capital Partners Inc. 2012 - 2015
Investment Planning Counsel 2011 - 2012
FundEX Investments Inc. & Investia Financial Services Inc. 2010 - 2011
Investia Financial Services Inc. 2008 - 2010
Assante Wealth Management 2004 - 2008
Skills
AML
Education
CSI
Concordia University
George Brown College
IFSE