Investment Planning Counsel

Industry: Company

Description

Founded: 1996 Subsidiaries: IPC Estate Services Inc., IPC Securities Corporation, Parent organization: IGM Financial

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Investment Planning Counsel Employees

Employee
Years
Job
Industry
Allan Karpyshyn Allan Karpyshyn Calgary, Canada Area Details
Allan Karpyshyn's Investment Planning Counsel Experience October 2014 - Present
Job Wealth Manager at Investment Planning Corporation of Canada
Industry Financial Services
Experience
Investment Planning Counsel   October 2014 - Present
Assante Wealth Management  March 2007 - September 2014
Worldsource Financial Management  January 1999 - February 2007

Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Strategic Financial..., Investments, Retirement, Wealth, Portfolio Management, Estate Planning, Investment Strategies, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management

Education
Olds High School

The University of Calgary

Anthony Stallone Anthony Stallone Toronto, Canada Area Details
Anthony Stallone's Investment Planning Counsel Experience May 2014 - Present
Job Regional Manager at Investment Planning Counsel
Industry Banking
Experience
Investment Planning Counsel   May 2014 - Present
BMO  January 2013 - May 2014
TD  March 2012 - March 2013
CIBC  October 2009 - March 2012
CIBC Call Centre   July 2008 - October 2009
E.T Auto Centres   February 2007 - July 2008

Skills
Finance, Strategic Financial..., Recruiting, Sales, Budgets, Negotiation, Banking, Marketing, Customer Service, Relationship Management, Mutual Funds, Investments, Goal Oriented, Solution Focused, Dependable Team Player, Team Leadership, Wealth Management, Financial Services, Portfolio Management, Retirement Planning, Risk Management, Retail Banking, Financial Planning, Management, Investment Advisory, Financial Advisory, Mortgage Lending, Leadership, CRM, Securities, Retirement, Credit, Insurance

Education
Seneca College of Applied Arts and Technology   2005 — 2008
Business Administration and Management, General

Robert F. Hall Catholic Secondary School

Keomi Grad Keomi Grad Edmonton, Canada Area Details
Keomi Grad's Investment Planning Counsel Experience April 2014 - Present
Job Client Services Assistant at IPC
Industry Financial Services
Experience
Investment Planning Counsel   April 2014 - Present
Four Points by Sheraton Edmonton South   May 2010 - April 2014
Sutton Place Hotel  October 2009 - April 2010
Greater St. Albert Catholic Schools   November 1999 - September 2009

Skills
Hospitality, Hospitality Industry, Food & Beverage, Restaurants, Banquets, Customer Satisfaction, Food Service, Micros, Menu Development, Fine Dining, Pre-opening, Restaurant Management, Culinary Skills, Catering, Customer Service, Hospitality Management, Hotel Management, MICROS

Education
Grant Macewan College   1997 — 1999
Rehabilitation Practitioner

Colin Gladwish Colin Gladwish Toronto, Canada Area Details
Colin Gladwish's Investment Planning Counsel Experience October 1999 - Present
Job Director, Information Technology Program Management
Industry Financial Services
Experience
Investment Planning Counsel   October 1999 - Present
Multimutual   May 1998 - October 1999

Skills
Investments, Investment Strategies, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Retirement, ETFs, Wealth, Risk Management, Financial Services, Asset Managment, Portfolio Management, Financial Markets, Investment Management, Strategic Financial..., Life Insurance, Insurance, Estate Planning, Financial Advisory, Securities

Education
Trent University   1989 — 1992
BA, Economics

Donna Boucher Donna Boucher Ottawa, Canada Area Details
Donna Boucher's Investment Planning Counsel Experience September 2015 - Present
Job Vendor Relations Manager at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   September 2015 - Present
Investment Planning Counsel   December 2013 - September 2015
Virtuco Technologies Inc.   March 2003 - December 2013
Independent Planning Group Inc.   March 1993 - December 2013

Education
Algonquin College of Applied Arts and Technology
Project Management

Errol Fernandes Errol Fernandes Desoto, Texas Details
Errol Fernandes's Investment Planning Counsel Experience April 2000 - April 2002
Job Health Information Management Associate at Parkland Hospital
Industry Hospital & Health Care
Experience
Parkland Hospital  July 2010 - Present
Parkland Hospital  August 2007 - July 2010
Capital One Auto Finance  April 2007 - August 2007
Swadron Opticias   April 1994 - April 2006
Computers For Schools Ontario   April 2003 - April 2004
Investment Planning Counsel   April 2000 - April 2002

Skills
Accounts Payable, Accounts Receivable, Epic Systems, Microsoft Office, LAN-WAN, Active Directory, Winfund, Microsoft Outlook, EMR

Education
DeVry Institute of Technology   2002 — 2003
Associate’s Degree, Informaton Systems Networking

Rod Walsh, CFP Rod Walsh, CFP Calgary, Canada Area Details
Rod Walsh, CFP's Investment Planning Counsel Experience October 2014 - Present
Job Certified Financial Planner at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   October 2014 - Present
Assante Wealth Management  October 2007 - October 2014

Skills
Investments, Retirement Planning, Strategic Financial..., Coaching, Wealth Management, Public Speaking, Estate Planning, Asset Management, PowerPoint, Investment Strategies, Financial Planners, Retirement, Insurance, Mutual Funds, Investment Management, Critical Illness

Education
Université d'Auvergne (Clermont-Ferrand I)   1989 — 1990
Certificate in French Studies, French Studies

Institut de Touraine, France   1987 — 1989
French Studies

Dalhousie University   1980 — 1982
Kenesiolgy

University of Calgary

Maja Hurtic Maja Hurtic Toronto, Canada Area Details
Maja Hurtic's Investment Planning Counsel Experience November 2012 - Present
Job Commissions Payroll Administrator
Industry Financial Services
Experience
Investment Planning Counsel   November 2012 - Present
Katz Group Canada Ltd. / Rexall Pharma Plus   August 2007 - August 2012

Education
Ryerson University   2007 — 2011
Bachelor of Commerce (B.Com.), Marketing Major, Finance Minor

Chris Reaney Chris Reaney Ottawa, Canada Area Details
Chris Reaney's Investment Planning Counsel Experience January 1990 - Present
Job Helping business owners, families and professionals with wealth creation and estate preservation
Industry Financial Services
Experience
Investment Planning Counsel   January 1990 - Present
IPC / Freedom 55 Financial   January 1990 - Present

Skills
Retirement Planning, High Net Worth..., Wealth Management, Program Management, Life Insurance, Investments, Strategic Financial..., Employee Benefits, Insurance, Mutual Funds

Education
Laurentian University/Université Laurentienne   1985 — 1989
Honours B.A. Economics, Business/Managerial Economics

Lou Martinez Lou Martinez Toronto, Canada Area Details
Lou Martinez's Investment Planning Counsel Experience 2013 - Present
Job Manager, Communications at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   2013 - Present
Investment Planning Counsel   2011 - 2013
RBC  2009 - 2011
Bulldog Interactive Fitness   2006 - 2011
Centennial College  1994 - 2006
Franklin Templeton Investments  2002 - 2005
Franklin Templeton Investments  1998 - 2002
Integrated Cylinder Works   1994 - 1996

Education
Ryerson University   1989 — 1994

Caroline Shutt Caroline Shutt Toronto, Canada Area Details
Caroline Shutt's Investment Planning Counsel Experience November 2013 - Present
Job Financial Advisor at IPC Investment Corporation
Industry Human Resources
Experience
Investment Planning Counsel   November 2013 - Present
Target  September 2012 - November 2013
Bronte Tennis Club - Oakville   June 2010 - September 2012
Global Spectrum  October 2011 - July 2012
RBC  June 2010 - August 2010
University of Western Ontario  September 2009 - April 2010
Muskoka Lakes Golf and Country Club   July 2009 - August 2009

Skills
Event Planning, Inventory Management, Marketing, Merchandising, Microsoft Excel, Microsoft Office, Social Media, Teamwork, Time Management, Leadership, Customer Service, Coaching

Education
Western University   2008 — 2012
BA, Management and Organizational Studies - Human Resources Specialization

Københavns Universitet / University of Copenhagen
Psychology

MEI International Academy
International Business

Sum Yee Man, CHRL Sum Yee Man, CHRL Toronto, Canada Area Details
Sum Yee Man, CHRL's Investment Planning Counsel Experience October 2009 - June 2010
Job Sr. Risk Management Specialist at Randstad Canada
Industry Human Resources
Experience
Randstad Canada  January 2015 - Present
Pure Metal Galvanizing   September 2014 - January 2015
The Staffing Edge  January 2012 - August 2014
BMO Nesbitt Burns  July 2011 - January 2012
JYSK  June 2010 - May 2011
Investment Planning Counsel   October 2009 - June 2010
Access Career Solutions inc.   June 2009 - September 2009

Skills
Human Resources, Performance Management, Recruiting, Time Management, HRIS, Employee Relations, Talent Acquisition, Applicant Tracking..., Strategic Planning, Payroll, Conflict Resolution, Interviews, Training, Talent Management, HR Policies, Customer Service, Contract Recruitment, Account Management, Temporary Staffing, Recruitment Advertising, Temporary Placement, Management, Hiring, Onboarding, Staffing Services, Job Descriptions, New Hire Orientations, Screening Resumes, Technical Recruiting, Employee Engagement, Employee Training, Coaching, Sourcing, Benefits Administration, Executive Search, Employee Benefits, Personnel Management, Succession Planning, HR Consulting, Deferred Compensation, College Recruiting, Permanent Placement, Employment Law

Education
Sheridan College   2008 — 2009
Human Resource Management

University of Waterloo   2003 — 2007
BA., Joint Honors Psychology and Speech Communication, Minor- Human Resource Management

Jeff Workman, CFP Jeff Workman, CFP London, Canada Area Details
Jeff Workman, CFP's Investment Planning Counsel Experience January 2000 - Present
Job Certified Financial Planner, Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   January 2000 - Present
TD Bank Group  1998 - 1999

Skills
Estate Planning, Investments, Insurance, Financial Planning, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Advisory, Investment Strategies, Wealth, Investment Advisory, Wealth Management, Retirement, Critical Illness, Financial Planners, Disability Insurance, Portfolio Management

Education
Fanshawe College   2000 — 2000
Financial Services, Finance

Jessica Lopez Solano Jessica Lopez Solano Toronto, Canada Area Details
Jessica Lopez Solano's Investment Planning Counsel Experience June 2006 - August 2012
Job Senior Manager at Scotiabank
Industry Banking
Experience
Scotiabank  August 2012 - Present
Investment Planning Counsel   June 2006 - August 2012

Education
Universidad ESAN   2000 — 2001
Master of Business Administration (M.B.A.)

Universidad de Lima   1990 — 1995
Industrial Engineering

Tammi Stanhope Tammi Stanhope Toronto, Canada Area Details
Tammi Stanhope's Investment Planning Counsel Experience 2009 - Present
Job Executive Assistant at Invesment Planning Counsel
Industry Investment Management
Experience
Payroll Services   March 2009 - Present
Investment Planning Counsel   2009 - Present
Burgeonvest Bick Securities Limited   2012 - 2012
Accounting & Business Services   February 2005 - September 2009

Skills
Accounting, Tax, Bookkeeping, QuickBooks, Tax Preparation, Income Tax, Financial Reporting, Small Business, Auditing, Payroll, Budgets, Microsoft Excel, Accounts Payable, Investments, Insurance

Education
Mohawk College
Business & Accounting

Scott Park Secondary

Stephanie Rentel Stephanie Rentel Toronto, Canada Area Details
Stephanie Rentel's Investment Planning Counsel Experience January 2013 - May 2014
Job Senior Designer at BT/A Advertising
Industry Financial Services
Experience
BT/A Advertising  May 2014 - Present
Investment Planning Counsel   January 2013 - May 2014
Investment Planning Counsel   August 2004 - January 2013
Frogpond Design   2003 - December 2011

Skills
Direct Marketing, Advertising, Corporate Identity, Email Marketing, Brand Implementation, InDesign, Marketing, Graphic Design, Project Management, Web Development, Photoshop, Creative Direction, Branding & Identity, Copywriting, Corporate Branding, Layout, Brand Development, Online Marketing, Social Media Marketing, Marketing Communications, Creative Strategy, Direct Mail, Corporate Communications, Social Media, User Experience, Website Development, Integrated Marketing, Online Advertising, Digital Marketing, Digital Strategy, Marketing Strategy

Education
Sheridan College   1998 — 2002
Joint Honours Bachelor of Design

York University   1997 — 2002
Joint Honours Bachelor of Design

Canadian Marketing Association

Lakefield College School

Stephen Monaghan Stephen Monaghan Kitchener, Canada Area Details
Stephen Monaghan's Investment Planning Counsel Experience March 2008 - Present
Job Financial Advisor serving ✔Business Owners ✔Professionals ✔Families ★Financial Planning ★Tax Planning
Industry Financial Services
Experience
Investment Planning Counsel   March 2008 - Present
RMA Real Mortgage Associates  February 2011 - Present
Tax Solutions  January 2008 - Present
Mountford Condominium   2010 - 2013
Dominion Lending Centres  January 2009 - February 2010
Bank of Montreal  2000 - 2007
Bank of Montreal  June 1999 - May 2006

Skills
Banking, Tax, Credit, Mortgage Lending, Strategic Financial..., Investments, Mutual Funds, Rental Real Estate, Financial Services, Investment Properties, Finance, Financial Planners, Refinance, Residential Mortgages, Retirement Planning, Debt Consolidation, Commercial Mortgages, Wealth Management, Construction Loans, Financial Advisory, Home Equity Lines of..., Certified Mortgage..., Mortgage Marketing, Lines Of Credit, Wealth, Mortgage Underwriting, Loans, Financial Planning

Education
Conestoga College   2005 — 2008
Canadian Securities Course, Financial Planning

John F Ross

John F Ross

Franco Salerno Franco Salerno Toronto, Canada Area Details
Franco Salerno's Investment Planning Counsel Experience November 2014 - Present
Job Corporate Branch Manager Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   November 2014 - Present
Holt Renfrew  April 2008 - Present
Investment Planning Counsel   April 2014 - November 2014
Assante Wealth Management  August 2012 - April 2014
Assante Wealth Management  February 2012 - July 2012
Assante Wealth Management  January 2010 - April 2010

Skills
Investments, Team Leadership, Mutual Funds, Financial Services, Business Strategy, Customer Service, Financial Advisory, Analysis, Retail, Finance, Sales, Inventory Control, Team Building, Recruiting, Strategic Planning

Education
Ryerson University   2009 — 2012
Honours Bachelor of Commerce (B.Comm), Business Management / Finance

Seneca College of Applied Arts and Technology   2006 — 2009
Honours Business Administration Diploma, Financial Planning

Investment Funds Institute of Canada (IFIC)
Finance and Financial Management Services

Alex Kaplan, LLQP Alex Kaplan, LLQP Toronto, Canada Area Details
Alex Kaplan, LLQP's Investment Planning Counsel Experience July 2014 - Present
Job Investment Advisor at IPC
Industry Investment Management
Experience
Investment Planning Counsel   July 2014 - Present
CIBC  October 2013 - July 2014
CIBC  February 2012 - October 2013
CIBC  March 2011 - February 2012

Skills
CFA Level 1, Attention To Detail, Outstanding Customer..., Sales Management, Financial Advisory, Equity Valuation, Options Pricing, Options Strategies, Fixed Income Research, Teamwork, Sales Targets, Client Relationship..., Time Management, Highly Adaptable, Microsoft Excel, Chartered Financial..., Mutual Funds, RESP, RRSP, TFSA, Top Producer, Fixed Income Analysis, Investments, Banking, Customer Service, Credit, Adaptation, Sales, Options, Risk Management, CRM, Analysis, Finance, Business Analysis, Portfolio Management, Financial Services, Wealth Management, Fixed Income, Equities, Strategic Financial...

Education
York University   2008 — 2010
Bachelor of Administrative Studies Specialized Honours Degree, Finance

Centennial College   2002 — 2004

Randy Barrett Randy Barrett Toronto, Canada Area Details
Randy Barrett's Investment Planning Counsel Experience 2000 - 2002
Job Need talent? Recruiter who delivers top talent to companies for 8 years at Reasonable rates
Industry Staffing and Recruiting
Experience
Staffix Professional Staffing   February 2015 - Present
Advisorassistant.ca   2010 - Present
Eroc Professional Recruitment   May 2013 - January 2014
Elby Professional Recruitment   May 2010 - May 2013
Desjardins Financial Security  2008 - May 2010
Excel Funds Management Inc.  2006 - 2008
Sentry Select Capital Corp.  2004 - 2006
Franklin Templeton Investments  January 2002 - January 2004
Investment Planning Counsel   2000 - 2002

Skills
Recruiting, Talent Acquisition, Leadership, Executive Search, Talent Management, Financial Services, Investments, Human Resources, Insurance, Sales, Hiring, Wealth Management, Technical Recruiting, Building Relationships, New Business Development, Banking, Team Building, Sales Management, Portfolio Management, Accounting, Contract Recruitment, Coaching, Financial Planning, Sourcing, Social Media, Investment Advisory, Risk Management, Recruitment Advertising, Investment Strategies, College Recruiting, Social Networking, Succession Planning, Asset Management, Investment Banking, Sales Recruitment, Employee Hiring, Financial Markets, Sales Trainings, Recruitment/Retention, Headhunting, Head Hunter, Toronto, Ontario, Full-cycle Recruiting, Job Search, Job Search Strategies, Credit Unions, Partner Recruitment, Financial Services..., Resume Writing

Education
Sheridan College   1993 — 1996
Business Administration- Finance Diploma, David Campus

High School   1988 — 1992

Nicol Cotton Nicol Cotton Toronto, Canada Area Details
Nicol Cotton's Investment Planning Counsel Experience January 2014 - Present
Job Financial Advisor at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   January 2014 - Present
Primerica Financial Services  January 2001 - December 2013
Herzig Somerville   January 1995 - August 2000
Quebecor Litho Plus   January 1988 - December 1994

Skills
Instructor, Adult Education/Post Sec, Customer Relations, Strategic Planning, Annuities, Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Customer Service, Wealth Management, Risk Management, Financial Services, IRAs, Series 6, Retirement, Series 63, Financial Analysis, Variable Annuities, Portfolio Management, Insurance, Management, Financial Planning

Education
Ryerson University   1980 — 1984
BTech, Graphic Arts

University of Toronto
various courses, Arts & business

Brian E. Jackson Brian E. Jackson Ottawa, Canada Area Details
Brian E. Jackson's Investment Planning Counsel Experience May 2014 - Present
Job Certified Financial Planner practitioner at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   May 2014 - Present
Independent Planning Group Inc.   December 1998 - April 2014
Professional Investments Inc.   July 1992 - December 1998
Investors Group Financial Services Inc.  August 1986 - June 1992
Canada Trust Company   November 1974 - May 1983
Bank of Montreal  May 1973 - November 1974

Skills
Strategic Financial..., Pensions, Investments, Wealth Management, Finance, Wealth, Asset Allocation, Estate Planning, Investment Advisory, Investment Strategies, Retirement, Retirement Planning, Mutual Funds, Portfolio Management, Financial Advisory, Securities, Financial Planners, Wealth Accumulation, Asset Management, Financial Planning, Fixed Annuities, Critical Illness, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Income Protection

Education
Ryerson University   1968 — 1970
BusAd, Marketing/Marketing Management, General

David Hulshof, CFP David Hulshof, CFP Toronto, Canada Area Details
David Hulshof, CFP's Investment Planning Counsel Experience January 2014 - Present
Job Estate & Financial Planning Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  December 2014 - Present
Investment Planning Counsel   January 2014 - Present
Scotiabank  November 2010 - Present
Scotiabank  September 2009 - November 2010
Manulife Securities  June 2006 - August 2008

Skills
Investments, Strategic Financial..., Banking, Finance, Financial Risk, Financial Services, Mutual Funds, Portfolio Management, Sales, Wealth Management, Retirement Planning, Financial Advisory, Investment Strategies, Loans, Financial Planning, Customer Service

Education
Sheridan College

Wilfrid Laurier University

Wilfrid Laurier University
Honours BA, Psychology2002

Stephen Brode Stephen Brode Ottawa, Canada Area Details
Stephen Brode's Investment Planning Counsel Experience March 2015 - Present
Job Regional Vice President/TCE Specialist
Industry Financial Services
Experience
Investment Planning Counsel   March 2015 - Present
NEI Investments  September 2011 - November 2012
Qtrade Financial Group  May 2010 - May 2011
Queensbury Strategies Inc.   May 2009 - May 2010
TD Asset Management  2006 - 2008
Front Street Capital   2001 - 2006
SVC O'Donnell   1997 - 1999

Skills
Mutual Funds, Investments, Financial Advisory, Portfolio Management, Asset Management, Wealth Management, Risk Management, Securities, Analysis, Retirement Planning, Wealth, Investment Strategies, Alternative Investments, Financial Services, Investment Advisory, Retirement, Strategic Financial..., Asset Allocation, Sales, ETFs, Investment Management, Equities, Relationship Management, Fixed Income, Business Development, Hedge Funds, Wealth Management..., Trading, Financial Markets, Funding, Financial Planning

Education
Carleton University   1992 — 1996
Economics

Alexander Vul Alexander Vul Toronto, Canada Area Details
Alexander Vul's Investment Planning Counsel Experience January 2014 - Present
Job Director, Predictive Modeling and Statistical Analysis at Investment Planning Counsel
Industry Research
Experience
Investment Planning Counsel   January 2014 - Present
Bank of Montreal  October 2010 - January 2014
Systemware Innovations   November 2004 - September 2009
Bombardier Aerospace  June 1995 - August 2004

Skills
Statistics, Applied Mathematics, Automatic Control, Data Analysis, Data Mining, Optimization, Programming, Databases, Segmentation, Algorithms, SQL, Simulations, Unix, Business Intelligence, SAS, Statistical Modeling, Microsoft SQL Server, Analytics, Predictive Modeling, Systems Analysis, Analysis, Data Modeling, Mathematical Modeling, Strategy, Data Management, Data Integration, Data Warehousing, Predictive Analytics

Education
Technion-Machon Technologi Le' Israel   1991 — 1993
Ph.D., Applied Statistics, Automated Control

Kalinin Polytechnical University   1988 — 1989
Ph.D., Automatic Control, Applied Statistics

Moscow University of Oil and Gas   1982 — 1986
M.Sc., Post-graduation study in Automatic Control

Moscow University of Oil and Gas   1973 — 1978
M.Sc., Applied Mathematics, Computer Science

Sonia LeRoy, CFP, RFP Sonia LeRoy, CFP, RFP Ottawa, Canada Area Details
Sonia LeRoy, CFP, RFP's Investment Planning Counsel Experience December 2013 - March 2015
Job Senior Wealth Advisor, LeRoy Wealth Management Group at IPC Securities
Industry Financial Services
Experience
IPC Securities Corp  March 2015 - Present
Investment Planning Counsel   December 2013 - March 2015
Independent Planning Group  2005 - December 2013
Money Concepts  1990 - 2005

Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Retirement, Succession Planning, Financial Goals, Wealth Management..., Socially Responsible..., Financial Advisory, Strategic Financial..., Risk Management, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Planners, Disability Insurance, Investment Strategies, Income Protection, High Net Worth..., Critical Illness, Life Insurance, Long-term Care, Asset Management, Personal Financial..., Segregated Funds, Personal Finance, Financial Plan Risk..., Tax Efficient..., Planned Giving..., Wealth Accumulation, Wealth, Finance, Investment Management, Investment Advisory, Tax, Strategy, Portfolio Management, Certified Financial..., Financial Planning

Education
Carleton University   1985 — 1989
BA (Hons)

Universitetet i Oslo (UiO)   1987 — 1987
University Summer Program

Marianopolis College   1984 — 1985

Nikolaus Reuper Nikolaus Reuper Toronto, Canada Area Details
Nikolaus Reuper's Investment Planning Counsel Experience 2006 - March 2014
Job Investment and Insurance Specialist
Industry Financial Services
Experience
FaithLife Financial  June 2015 - Present
Portfolio Strategies Corporation   May 2015 - Present
Scotiabank  March 2014 - April 2015
Investment Planning Counsel   2006 - March 2014
Victory Financial   1998 - 2006
Investors Group Financial Services Inc.  1996 - 1998

Skills
Critical Illness, Disability Insurance, People Skills, Trusted Advisor, Retirement Planning, Term Life Insurance, Estate Planning, Employee Benefits, Insurance, Life Insurance, Pensions, Financial Planners, Strategic Financial..., Financial Advisory, Fixed Annuities, Long-term Care, Small Business, Financial Services, Investment Strategies, Risk Management, Wealth, Mutual Funds, Finance, Personal Finance, Retirement, Wealth Management, Investments, Investment Advisory, Health Insurance, Mortgage Lending, Segregated Funds, Leadership, Wealth Management..., Savings, Residential Mortgages, Personal Financial..., Whole Life, Portfolio Management, Group Benefit Plans, Succession Planning, Income Protection, Retirement Savings, Relationship Management, Wealth Accumulation, Sales, Underwriting, Securities, Asset Allocation, Brokers, Insurance Brokerage

Education
Laurentian University/Université Laurentienne
BA, Arts/Commerce

Chris Hodgins, CFP Chris Hodgins, CFP Ottawa, Canada Area Details
Chris Hodgins, CFP's Investment Planning Counsel Experience May 2014 - Present
Job Financial Planner at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   May 2014 - Present
Algonquin College  November 2010 - April 2014
Independent Planning Group  November 2009 - April 2014
Future Shop  May 2007 - March 2010

Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Investments, Estate Planning, Wealth Management, Insurance, Teaching, Financial Planners, Financial Analysis, Investment Advisory, Finance, Personal Finance, Financial Advisory, Investment Strategies, Retirement, Financial Planning, Life Insurance, Asset Allocation

Education
Algonquin College of Applied Arts and Technology   2007 — 2009
Diploma in Business Administration, Business Administration

Scott G. Howe, CFP Scott G. Howe, CFP Toronto, Canada Area Details
Scott G. Howe, CFP's Investment Planning Counsel Experience August 1996 - Present
Job Certified Financial Planner at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   August 1996 - Present

Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Retirement, Investment Strategies, Financial Planners, Investment Advisory, Wealth, Mutual Funds, Financial Advisory, Investments, Savings, Term Life Insurance, Disability Insurance, Wealth Management..., Fixed Annuities, Asset Allocation, Portfolio Management, Pensions, Life Insurance, Long-term Care, Asset Management, Financial Services, ETFs

Education
Princeton University   1983 — 1987
BSc.E, Electrical Engineering

Peter Kutney Peter Kutney Vancouver, Canada Area Details
Peter Kutney's Investment Planning Counsel Experience June 2011 - Present
Job Owner, Pacific Diversified
Industry Financial Services
Experience
Investment Planning Counsel   June 2011 - Present
Pacific Diversified   July 2008 - Present
Partners in Planning/Equinox   January 1997 - June 2011

Skills
Investments, Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Insurance, Wealth, Financial Services, Fixed Annuities, Risk Management, Estate Planning, Wealth Management, Finance

Education
UBC   1984 — 1986
Masters, Business

BYU   1982 — 1984
Bachelor of Science, Geology

Tanya Sydor Tanya Sydor Toronto, Canada Area Details
Tanya Sydor's Investment Planning Counsel Experience June 2004 - Present
Job Regional Manager, National Business Development, Investment Planning Counsel
Industry Investment Management
Experience
Investment Planning Counsel   June 2004 - Present
OpenSky Capital   September 2004 - May 2005
Talvest  April 2001 - September 2004
Investors Group  2001 - 2002
Investors Group  2001 - 2002

Skills
Investments, Strategic Financial..., Wealth Management, Mutual Funds, Business Development, Investment Advisory, Portfolio Management, Retirement Planning, Risk Management, Equities, Asset Allocation, ETFs, Investment Management, Retirement, Investment Strategies, Financial Planning

Education
Humber College   1998 — 2001
Finance

Father John Redmond

Father John Redmond

Todd Thompson, B. Comm., CFP Todd Thompson, B. Comm., CFP Ottawa, Canada Area Details
Todd Thompson, B. Comm., CFP's Investment Planning Counsel Experience October 2004 - February 2011
Job Financial Planner and Partner at TRIO Financial Planning
Industry Financial Services
Experience
Desjardins Financial Security Investments Inc.  February 2011 - Present
TRIO Financial Planning   February 2011 - Present
Investment Planning Counsel   October 2004 - February 2011
Craig & Taylor Associates   May 1996 - January 2011

Skills
Retirement, Investments, Financial Planners, Estate Planning, Retirement Planning, Tax, Asset Allocation, Wealth Management, Mutual Funds, Investment Advisory, Fixed Annuities, Finance, Strategic Financial..., Investment Strategies, Small Business, Pensions, Financial Advisory, Disability Insurance, Wealth, Critical Illness, Financial Planning

Education
Carleton University   1991 — 1996
B Comm, Finance

Taryn McElheran Taryn McElheran Toronto, Canada Area Details
Taryn McElheran's Investment Planning Counsel Experience June 2014 - Present
Job Staff Writer at Confront Magazine
Industry Writing and Editing
Experience
Investment Planning Counsel   June 2014 - Present
Confront Magazine   June 2014 - Present
www.tarynmcelheran.com   October 2010 - Present
Future Shop  December 2010 - March 2015
Suite101.com  April 2010 - September 2012
Zellers  October 2005 - October 2010
Metro Newspaper Vancouver   January 2009 - April 2009
Guelph-Humber Radix   January 2008 - April 2008

Skills
Blogging, Social Media, Editing, Journalism, Web Content, Copy Editing, Creative Writing, Newspaper, Press Releases, Copywriting, Facebook, Social Networking, Storytelling, Interviews, Media Relations, Research, News Writing, Editorial, Newsletters, Proofreading, Magazines, Entertainment, Feature Articles, Film, Writing, Publishing, Freelance Writing

Education
University of Guelph   2005 — 2009
Bachelor of Applied Arts, Communication and Media Studies

University of Guelph-Humber   2005 — 2009
Bachelor of Applied Arts, Media Studies and Journalism

Theresa Moul Theresa Moul Toronto, Canada Area Details
Theresa Moul's Investment Planning Counsel Experience September 2008 - January 2014
Job Director, Strategic Intiatives at Investment Planning Counsel Inc.
Industry Financial Services
Experience
Investment Planning Counsel Inc.   January 2014 - Present
Investment Planning Counsel   September 2008 - January 2014

Skills
Investments, Wealth Management, Strategic Financial..., Portfolio Management, Sales Management, Customer Service

Education
Edinburgh University   2013 — 2013
Master of Business Administration (M.B.A.), General Studies - in progress

Rosebank Business College

Samantha Dougherty Samantha Dougherty Toronto, Canada Area Details
Samantha Dougherty's Investment Planning Counsel Experience December 2014 - Present
Job Private Wealth Sales Associate at IPC Securities Corp.
Industry Financial Services
Experience
Investment Planning Counsel   December 2014 - Present
Investment Planning Counsel   December 2013 - December 2014
Brigata Capital Management Inc.   October 2012 - December 2013
Sportchek  November 2011 - October 2012

Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Finance, Banking, Accounts Payable, Accounts Receivable, Strategic Financial..., Account Reconciliation, Fund Administration, General Ledger, Cash Flow, Cash Management, Investments, Mutual Funds, Tax, Financial Planning, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Wealth Management, Asset Management

Education
Algonquin College of Applied Arts and Technology   2009 — 2012
Business Administration - 3 Year, Accounting

South Grenville District High School

Stephan Cantanna Stephan Cantanna Toronto, Canada Area Details
Stephan Cantanna's Investment Planning Counsel Experience June 2015 - Present
Job Compliance Support Associate at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   June 2015 - Present
Investment Planning Counsel   May 2014 - August 2014
Hockley Valley Resort  May 2013 - August 2013

Skills
Business Economics, Regulatory Compliance, Privacy Compliance, Anti Money Laundering, Microsoft Office, Time Management, Customer Service, Teamwork, Analytical Skills, Social Media

Education
McMaster University   2011 — 2015
Honours Bachelor of Commerce (BComm), Finance, General

Aaron Cann Bsc. CIM Aaron Cann Bsc. CIM Calgary, Canada Area Details
Aaron Cann Bsc. CIM's Investment Planning Counsel Experience December 2013 - Present
Job Regional Vice President & Portfolio Manager Western Canada at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   December 2013 - Present
TD Waterhouse  September 2011 - December 2013
BMO Nesbitt Burns  April 2010 - September 2011
BMO Nesbitt Burns Kelowna   November 2009 - April 2010
CIBC Asset Management  February 2008 - July 2009
AIC Ltd  April 2003 - January 2008

Skills
Investment Advisory, Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Portfolio Management

Education
McMaster University   1997 — 2001
Bsc., Biology

Kimberly Hook Kimberly Hook Ottawa, Canada Area Details
Kimberly Hook's Investment Planning Counsel Experience May 2009 - Present
Job Licensed Investment Administrator at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   May 2009 - Present

Education
Advocis   2007 — 2011
CFP Course Modules

Advocis   2007 — 2008
Life Insurance License

Investment Funds Institute of Canada   2006 — 2006
Mutual Fund License, Investments

Algonquin College of Applied Arts and Technology

Susan Wong Susan Wong Toronto, Canada Area Details
Susan Wong's Investment Planning Counsel Experience April 2014 - February 2015
Job
Industry Financial Services
Experience
CIBC Mellon  August 2015 - Present
Investment Planning Counsel   April 2014 - February 2015
DUCA Financial Services Credit Union Ltd.  May 2012 - April 2014
Central 1 Credit Union  July 2009 - March 2011
Central 1 Credit Union  May 2005 - June 2009
Credential  2002 - 2005
CIBC Investors Services   1999 - 2002
CIBC  1998 - 1999
CIBC  January 1990 - April 1998

Skills
Mortgage Lending, Sales, Training Facilitation, Call Center, Trading, Relationship Management, Wealth Management, Superior Client Service, Coaching, Business Development, Retail Lending, Mortgage Pools, Financial Services, Loans, Investments, Leadership, Banking

Education
British Columbia Institute of Technology

Canadian Securities Institute

Michelle Burleigh Michelle Burleigh Toronto, Canada Area Details
Michelle Burleigh's Investment Planning Counsel Experience June 2014 - Present
Job Relationship Manager
Industry Financial Services
Experience
Investment Planning Counsel   June 2014 - Present
Citigroup Fund Services Canada, Inc.   February 2011 - April 2014
Citigroup Fund Services Canada, Inc.   April 2009 - February 2011
Citigroup Fund Services Canada Inc.   August 2006 - April 2009
Unisen/Citigroup Fund Services Canada, Inc.   November 2004 - August 2006
Toronto-Dominion Bank  May 2003 - October 2004

Skills
Mutual Funds, Management, Software Documentation, Project Management, Financial Services, Training, Risk Management, Business Intelligence, Business Analysis, Customer Satisfaction, SDLC, Portfolio Management, Change Management, Banking, Requirements Gathering, Issue Management

Education
York University - Schulich School of Business   2015 — 2015
Successful Negotiation Strategies for Business Managers

York University - Schulich School of Business
The Business Analyst Course

York University - Schulich School of Business
Key Account Management Course

Investment Funds Institute of Canada
The Canadian Investment Funds Course

Sheridan College
Introduction to Psychology

Sheridan College
Abnormal Psychology

St. Martin Secondary School
High School

Evelyn Fernandez Evelyn Fernandez Toronto, Canada Area Details
Evelyn Fernandez's Investment Planning Counsel Experience January 2014 - Present
Job Senior Manager, Corporate Communications at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   January 2014 - Present
Investment Planning Counsel   April 2012 - December 2013
Counsel Portfolio Services   January 2010 - August 2012
Counsel Portfolio Services   October 2007 - December 2009
The Edge Communications   January 2007 - August 2007
Bank Negara Malaysia   November 2005 - August 2006
The Edge Communications   November 2000 - August 2004
The Business Times (M) Sdn. Bhd   May 2000 - November 2000
British Council  August 1999 - May 2000

Skills
Corporate Communications, Journalism, Strategic Planning, Social Media, Copywriting, Marketing Communications, Internal Communications, Research, Content Management, Media Relations, Analysis, Proofreading, Copy Editing, Press Releases, Public Relations, Financial Markets, Strategic Communications, Management, Marketing, Oral Communication, Microsoft Office, Business & Feature..., Communication, Multi Tasking, Presentations, Strategy, Video Scripts

Education
York University - Schulich School of Business   2013 — 2013
Masters Certificate in Marketing Communications Leadership

School of Oriental and African Studies, U. of London   2004 — 2005
MA

University of London   1996 — 1999
Bachelor of Science (BSc) Economics - External Program

University of Toronto School of Continuing Studies

Ashley Greene Ashley Greene Halifax, Canada Area Details
Ashley Greene's Investment Planning Counsel Experience December 2007 - September 2010
Job Founder, Instratify | Speaker | Growth Strategist
Industry Internet
Experience
Instratify   March 2015 - Present
AKG Consulting   August 2011 - December 2014
Dalhousie University  May 2012 - May 2014
Entertainment One & Amaze Film / TV   August 2010 - August 2011
Investment Planning Counsel   December 2007 - September 2010
Acadia Students' Union  April 2009 - April 2010

Education
Dalhousie University   2011 — 2014
J.D., Specialization in Business Law

Acadia University   2007 — 2010
BBA, Finance / Marketing, Dean's List

Mount Allison University   2006 — 2007
BSc, Biochemistry

Denis Fortin, CFP® Denis Fortin, CFP® Ottawa, Canada Area Details
Denis Fortin, CFP®'s Investment Planning Counsel Experience 2004 - 2008
Job Investment Advisor, HollisWealth, a division of Scotia Capital Inc.
Industry Financial Services
Experience
HollisWealth, a division of Scotia Capital Inc.   August 2008 - Present
HollisWealth Insurance Agency Ltd.  August 2008 - Present
Investment Planning Counsel   2004 - 2008
Investment Planning Counsel   2001 - 2004
Balanced Planning   1995 - 2000
Canada Life  1989 - 1994
Delrina  1987 - 1989
Tektronix  1985 - 1987

Skills
Business Succession..., Strategic Financial..., Investments, Entrepreneurship, Finance, Leadership, Insurance, Low Cost ETF Strategy, Financial Planning, Estate Planning, Investment Strategies, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Wealth, Retirement Planning, Investment Advisory, Financial Advisory, Financial Services

Education
Algonquin College of Applied Arts and Technology   1969 — 1972
3 yr business/3yr Electronics, Managment/Marketing/Electronics Engineering Technicien

laurier macdonald high   1968 — 1971

Ronald Harvey Ronald Harvey Ottawa, Canada Area Details
Ronald Harvey's Investment Planning Counsel Experience May 2014 - Present
Job Senior Financial Advisor & Branch Manager at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   May 2014 - Present
Chartered Professional Accountants of Ontario (CPA Ontario)   2014 - 2015
Independent Planning Group  July 2005 - April 2014
Money Concepts Ottawa Central   August 1992 - July 2005

Skills
Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Estate Planning, Investments, Insurance, Tax, Retirement Income..., Retirement, Insurance Planning, Financial Advisory, Wealth, Investment Strategies, Financial Planners, Strategic Financial..., Finance, Investment Advisory, Income Tax, Disability Insurance, Fixed Annuities, Accounting, Pensions, Asset Allocation, Portfolio Management, Critical Illness, Income Protection, Financial Analysis, Risk Management, Financial Services

Education
McMaster University   2011 — 2013
Chartered Director (C. Dir.), Board of Directors Development

Financial Planning Standards Council   1995 — 1999
CFP, Financial Planning

Certified General Accountants of Ontario   1978 — 1981
CGA, Accounting

University of Montreal   1968 — 1974
B. Comm, Accounting

Jenifer Rush, CFA Jenifer Rush, CFA Toronto, Canada Area Details
Jenifer Rush, CFA's Investment Planning Counsel Experience June 2014 - Present
Job Vice President, Portfolio Management & Overlay Portfolio Manager at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   June 2014 - Present
IPC Portfolio Services   June 2014 - December 2014
Interward   May 2005 - February 2013
Laketon   November 1999 - May 2005
Canagex   October 1996 - November 1999
Manulife Financial  May 1995 - October 1996
Caldwell Securities   May 1993 - May 1995

Skills
Investments, Portfolio Management, Equities, Capital Markets, Financial Modeling, Bloomberg, Wealth Management, Valuation, Investment Strategies, Hedge Funds, Mutual Funds, Fixed Income, Alternative Investments, Securities, Trading, Investment Management, Management, Asset Management, Financial Analysis

Education
Queen's University   2010 — 2011
MBA, Marketing

Laurentian University/Université Laurentienne   1983 — 1987
B.A, Economics

Etobicoke Collegiate   1979 — 1983
High School Diploma

Sacred Heart

Carly Houle Carly Houle Toronto, Canada Area Details
Carly Houle's Investment Planning Counsel Experience July 2007 - February 2008
Job P/T student at UofT working towards CAPM
Industry Information Services
Experience
Softchoice  January 2012 - September 2014
Shred-It Canada   May 2011 - January 2012
Securit  May 2009 - May 2010
Investment Planning Counsel   July 2007 - February 2008

Skills
Advertising, Account Management, Salesforce.com, Solution Selling, New Business Development, Cold Calling, Business Analysis, Sales Process, Team Leadership, Sales Management, B2B, Team Building, Project Management, Business Development, Process Improvement

Education
University of Toronto   2015 — 2016
Project Management, Project Management

Sheridan College   2009 — 2011
Business, Advertising, Marketing, Sales, Media

McMaster University   2006 — 2007
Political Science

Marianne Pelletier Marianne Pelletier Toronto, Canada Area Details
Marianne Pelletier's Investment Planning Counsel Experience 2006 - 2007
Job Human Resources Director at Schindler Elevator Corporation (Canada)
Industry Financial Services
Experience
Schindler Elevator Corporation (Canada)   November 2014 - Present
Senior HR Leader - Consultant   2013 - Present
Investment Planning Counsel Inc   2007 - 2013
Investment Planning Counsel   2006 - 2007
Assante Wealth Management  2005 - 2005
Intellon Corporation  2004 - 2005
Maxxam Analytics  2001 - 2004
ePod Corporation   1999 - 2001

Skills
Employee Relations, Talent Management, Human Resources, Performance Management, Recruiting, Employee Benefits, Succession Planning, HR Policies, Talent Acquisition, New Hire Orientations, Employee Training, Interviews, Coaching, HRIS, Management, Organizational..., Change Management, Budgets, Strategic Planning, Onboarding, Personnel Management, Project Management, Business Strategy, Project Planning, Corporate Communications, Team Leadership, Leadership Development, Learning Management...

Education
Carleton University   1982 — 1986
BA, Communications

Humber College   2008 — 2008
Certificate in Human Resources, Human Resources Development

Carly Aglipay Carly Aglipay Toronto, Canada Area Details
Carly Aglipay's Investment Planning Counsel Experience February 2005 - August 2007
Job Senior Manager, Credit Cards
Industry Banking
Experience
Scotiabank  November 2014 - Present
Sears Canada  May 2014 - October 2014
Sears Canada  July 2011 - May 2014
Rogers Communications  October 2008 - June 2011
The Collective Brandsactional Marketing   August 2007 - June 2008
Investment Planning Counsel   February 2005 - August 2007

Skills
Strategy, Project Management, Marketing Strategy, Marketing, Email Marketing, Direct Mail, Marketing Communications, Direct Marketing, Customer Experience, Cross-functional Team..., Creative Direction, Advertising, Sales, Retail, Digital Marketing, Integrated Marketing, Management

Education
Wilfrid Laurier University   2008 — 2011
MBA, Strategic Management

Queen's University   2000 — 2004
BAH, Film Studies

Craig Billing Craig Billing Kitchener, Canada Area Details
Craig Billing's Investment Planning Counsel Experience May 2000 - July 2003
Job Risk Management Dealer at Western Union Business Solutions
Industry Financial Services
Experience
Western Union Business Solutions  July 2003 - Present
Investment Planning Counsel   May 2000 - July 2003

Skills
FX Options, Strategic Financial..., Currency, Trading, Cash Management, Securities, Risk Management, Options, Mutual Funds, Management, Customer Service, Financial Risk, Finance, Financial Markets, Payments, Investments, Foreign Exchange, Derivatives, Hedging, Strategic Planning, Portfolio Management, Financial Services

Education
Conestoga College   1994 — 1996
Business

Jeff Frezell Jeff Frezell Toronto, Canada Area Details
Jeff Frezell's Investment Planning Counsel Experience September 1993 - Present
Job Branch Manager at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   September 1993 - Present
Investment Planning Counsel   September 1993 - Present

Skills
Investment Strategies, Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Wealth, Financial Planners, Retirement, Securities, Estate Planning, Risk Management, Portfolio Management, Investments, Financial Planning, Asset Management, Insurance

Education
Laurentian University/Université Laurentienne   1989 — 1992
BA, Economics

Lakefield College   1988 — 1989

Lousineh Movsessian, CPA, CMA Lousineh Movsessian, CPA, CMA Toronto, Canada Area Details
Lousineh Movsessian, CPA, CMA's Investment Planning Counsel Experience December 2013 - November 2014
Job Financial Analyst IT & Insurance Operations at Foresters
Industry Insurance
Experience
Foresters  November 2014 - Present
Investment Planning Counsel   December 2013 - November 2014
TD  October 2012 - November 2013
National Bank of Canada  April 2009 - September 2012
National Bank of Canada  September 2006 - April 2009

Skills
Financial Analysis, Risk Management, Credit Risk, Credit, Mortgage Lending, Analysis, Teamwork, Business Process..., Microsoft Excel, Project Management, Investments, Analytical Skills, Financial Risk, Variance Analysis, Loans, Financial Reporting, SAP, Accounting, CMA level 2, Project Management -..., Presentations, Finance, Management, Financial Services

Education
Certified Management Accountants of Ontario   2009 — 2013
CMA, Management Accounting

University of Toronto at Scarborough   2003 — 2007
BBA, Finance

George Brown College   2015 — 2015
Advanced Microsoft Excel

Mario Lanzillotta Mario Lanzillotta Toronto, Canada Area Details
Mario Lanzillotta's Investment Planning Counsel Experience January 2007 - June 2007
Job Realtor at Homelife/Premium One Realty Corp.
Industry Real Estate
Experience
Homelife/Premium One Realty Corp.   March 2010 - Present
Investment Planning Counsel   January 2007 - June 2007

Skills
MS Project, Investment Properties, Strategic Planning, Business Analysis, Project Planning, Project Management, Contract Negotiation, Negotiation, Business Process..., PowerPoint, Real Estate Development, Microsoft Excel

Education
Ryerson University   2001 — 2005

Lisa Gunton Buffett Lisa Gunton Buffett Toronto, Canada Area Details
Lisa Gunton Buffett's Investment Planning Counsel Experience August 2007 - Present
Job Web Marketing Coordinator at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   August 2007 - Present
Dairy Farmers of Canada  September 1998 - August 2007
Staedtler-Mars Ltd.   July 1995 - September 1998

Education
Institute of Canadian Advertising (ICA)   2002 — 2005
CAAP designation, Marketing/Advertising

Georgian College   1991 — 1994

Mona Troscolan Mona Troscolan Toronto, Canada Area Details
Mona Troscolan's Investment Planning Counsel Experience May 2014 - Present
Job Director Business Planning & Reporting at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   May 2014 - Present
Investment Plannning Counsel   October 2010 - May 2014
Invesment Planning Counsel   March 2008 - December 2010
AGF Trust Inc.   November 2006 - March 2008
HeadsUp Design Company Inc.   January 2001 - August 2004
Romanian International Bank   November 1999 - September 2000

Skills
CGA

Education
Weatherhead School of Management at Case Western Reserve University   2001 — 2003
MBA, Finance, 3.95 GPA

Academia de Studii Economice din București   1991 — 1996
BComm, Economics

CFA chartholder

CGA

Doug Ikeda Doug Ikeda Toronto, Canada Area Details
Doug Ikeda's Investment Planning Counsel Experience June 2007 - Present
Job Certified Financial Planner at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   June 2007 - Present

Skills
Retirement, Mutual Funds, Retirement Planning, Estate Planning, Strategic Financial..., Critical Illness, Investments, Insurance, Financial Planners, Disability Insurance, Investment Advisory, Wealth, Investment Strategies, Fixed Annuities, Wealth Management, Financial Advisory, Financial Planning

Education
Seneca College of Applied Arts and Technology   1979 — 1982
Business Administration

Vinay Chopra Vinay Chopra Toronto, Canada Area Details
Vinay Chopra's Investment Planning Counsel Experience March 2007 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Investment Planning Counsel   March 2007 - Present
Apotex Inc.  1982 - 2005

Skills
Business Analysis, Validation, Pharmaceutical Industry, Auditing, Change Management, Employee Benefits, GMP, Technology Transfer, SDLC, Change Control, Risk Management, Project Management, Training, Process Improvement, Sop, Public Speaking, 21 CFR Part 11, Quality Assurance, Quality Control, Team Leadership, Business Process, Project Planning

Education
University of Mumbai   1968 — 1974
Master of Science, Analytical Chemistry

Raj Thavarajasingam Raj Thavarajasingam Toronto, Canada Area Details
Raj Thavarajasingam's Investment Planning Counsel Experience 2000 - 2003
Job IT Consultant at Tangerine
Industry Information Technology and Services
Experience
Tangerine  February 2015 - Present
ING  January 2014 - January 2015
Samuel, Son & Co., Limited   February 2010 - January 2014
Samuel Manu-Tech Inc.   2007 - 2010
TELUS  2004 - 2007
Investment Planning Counsel   2000 - 2003

Skills
Cisco Technologies, Network Design, Networking, Switches, Troubleshooting, Active Directory, BGP, Data Center, Disaster Recovery, Security

Education
University of London   1992 — 1996
Bachelor of Engineering (B.Eng.) Electronics and Communications

Winston Kuit Winston Kuit Vancouver, Canada Area Details
Winston Kuit's Investment Planning Counsel Experience March 2006 - August 2013
Job Business Development Manager at Virtual Fantasy League
Industry Financial Services
Experience
Virtual Fantasy League   June 2015 - Present
Hub Financial  February 2006 - September 2015
Investment Planning Counsel   March 2006 - August 2013
Hub International  January 2005 - December 2012
Sun Life Financial  May 2002 - January 2005

Skills
Insurance, Property & Casualty..., Commercial Insurance, Strategic Financial..., Life Insurance, Business Analysis, Disability Insurance, General Insurance, Risk Management, Critical Illness, Underwriting, Health Insurance, Retirement Planning, Investments, Mutual Funds, Financial Services, Financial Planning, Small Business

Education
Simon Fraser University   1995 — 2000
Bachelor of Arts (B.A.), Economics

John Novachis John Novachis Toronto, Canada Area Details
John Novachis's Investment Planning Counsel Experience June 2010 - Present
Job EVP Corporate Development Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   June 2010 - Present
IPC Securities and IPC Investment Corporation   January 2005 - Present
Investment Planning Counsel   June 2005 - June 2010

Skills
Securities, Wealth Management, Asset Management, Risk Management, Retirement, Estate Planning, Retirement Planning, Critical Illness, Investments, Investment Strategies, Portfolio Management, Asset Managment, Strategic Financial..., Investment Advisory, Mutual Funds, Life Insurance, Financial Services, Disability Insurance, Asset Allocation, Financial Planning, Mortgage Lending, Finance, Insurance, Financial Planners, Financial Advisory, Wealth, Leadership, Alternative Investments, Fixed Annuities, Strategic Planning, AML, Banking

Education
Cornell University - Johnson Graduate School of Management   2015 — 2017
Master of Business Administration (MBA)

Queen's University   2015 — 2017
Master of Business Administration (MBA)

Queen's University   2009 — 2011
Executive Development Program, Marketing and Finance

York University - Glendon College   1983 — 1987

Leaside High School

Lynne Garrod Lynne Garrod Kitchener, Canada Area Details
Lynne Garrod's Investment Planning Counsel Experience July 2008 - Present
Job Financial Planner, Investment Advisor and Insurance Agent at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   July 2008 - Present
Freeport Hospital   June 1982 - June 1994

Skills
Retirement, Investments, Insurance, Retirement Planning, Disability Insurance, Critical Illness, Estate Planning, Financial Planning, Wealth Management, Investment Strategies, Term Life Insurance, Savings, Asset Management, Insurance Planning, Portfolio Management, Wealth, Retirement Savings, Annuities, Strategic Financial...

Education
Wilfrid Laurier University   1988 — 1991
Diploma, Business Administration

University of Ottawa   1972 — 1975
B SC, Recreology and Leisure

Kevin Hurlburt Kevin Hurlburt Toronto, Canada Area Details
Kevin Hurlburt's Investment Planning Counsel Experience January 2011 - Present
Job Executive Vice President, Products and Services at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   January 2011 - Present
Mackenzie Financial  November 1993 - December 2010

Skills
Mutual Funds, Investments, Financial Services, Investment Advisory, Asset Management, Investment Strategies, Wealth Management, Retirement Planning, Securities, Relationship Management, Retirement, Portfolio Management, Strategic Financial..., Asset Allocation, Equities, Insurance

Education
University of Toronto - Rotman School of Management   1998 — 2001
MBA

Queen's University   1989 — 1993
B.A. (Hons), Economics, Film Studies

Navy Nandra Navy Nandra Toronto, Canada Area Details
Navy Nandra's Investment Planning Counsel Experience 2009 - October 2012
Job Human Resources Manager at RR Donnelley
Industry Human Resources
Experience
RR Donnelley  October 2012 - Present
Investment Planning Counsel   2009 - October 2012
CPI Plastics Group  July 2007 - January 2009
Teknion Furniture Systems Limited   May 2006 - July 2007
Salumatics Inc.  July 2004 - September 2005
Roevin Technical People, a division of Adecco Employment Service Limited  2003 - 2004

Skills
Employee Relations, Employee Benefits, HRIS, Recruiting, New Hire Orientations, Personnel Management, Performance Appraisal, Talent Acquisition, Human Resources, Talent Management, Deferred Compensation, Change Management, Succession Planning, Process Improvement, Leadership, Interviews

Education
Sheridan College   1998 — 2001
Human Resources Management

Woodlands secondary school

Norman C. Humphreys Norman C. Humphreys Kitchener, Canada Area Details
Norman C. Humphreys's Investment Planning Counsel Experience November 2011 - November 2012
Job Consulting
Industry Information Technology and Services
Experience
Relaxing at home :-)   December 2012 - Present
Above The Norm Project Management   1991 - Present
Not for Profit organizations  2008 - Present
Not for Profit organization  March 2014 - July 2014
Not for Profit Organization  October 2013 - March 2014
Investment Planning Counsel   November 2011 - November 2012
London Life  January 2010 - October 2011
Blue North Strategies  2009 - 2010
London Life (Power Financial Corp)   2006 - 2008
Great-West Life  2004 - 2006

Skills
ISO 9000, ISO Auditor, Training, Iso 9000, Project Management, Program Management, Account Management, Coaching, Mentoring, PMO, Vendor Management, Management, Project Portfolio...

Education
Trent University   1992 — 1995
BA, Computer Studies & Anthropology

Alicia D'Souza Alicia D'Souza Toronto, Canada Area Details
Alicia D'Souza's Investment Planning Counsel Experience April 2015 - Present
Job Digital Communications Specialist
Industry Public Relations and Communications
Experience
Investment Planning Counsel   April 2015 - Present

Skills
Professional..., Corporate Communications, Marketing, Internal & External..., Business Writing, Creative Writing, Media Monitoring, Project Management, Research, Graphic Design, Graphic Arts, Microsoft Office, InDesign, Illustrator, Cision, Factiva, Marketwire, FPinfomart, Newscan, Lotus Notes, SAP, Internal Communications, Public Speaking, Public Relations, Networking, Time Management, Management, Creative Direction, Marketing Strategy, Marketing Communications, Strategic Communications, Media Relations

Education
Ryerson University   2011 — 2012
MPC, Master of Professional Communication

Ryerson University   2006 — 2011
BTech, Graphic Communications Management

Thierry Banza-Matulu Thierry Banza-Matulu Toronto, Canada Area Details
Thierry Banza-Matulu's Investment Planning Counsel Experience May 2012 - Present
Job Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   May 2012 - Present
RBC  March 2010 - May 2011
Manulife Securities  June 2009 - December 2009
BMO Nesbitt Burns  June 2003 - July 2008

Skills
MySQL, System Administration, Apache, Windows Server, Windows, VMware, Virtualization, PHP, Red Hat Linux, TCP/IP, Operating Systems, Bash, SQL, Firewalls, Canadian Securities..., Conduct and Practice..., Linux, Software Documentation

Education
York University   2006 — 2010
Economics

McGill University   1994 — 1996
Freshman, Faculty of Arts and Sciences

IDAP
Hgh School, Option: Math-Physics

Gail Best Gail Best Halifax, Canada Area Details
Gail Best's Investment Planning Counsel Experience February 1994 - March 2007
Job Sales Assistant at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns  October 2014 - Present
Canaccord Genuity Wealth Management   January 2013 - September 2014
Keybase Financial Group  April 2009 - January 2013
DundeeWealth Inc.  November 2008 - March 2009
Beacon Securities Limited  September 2007 - September 2008
Investment Planning Counsel   February 1994 - March 2007
CIBC Mellon  January 1992 - February 1994
My Grandmother's Parlour   June 1991 - October 1993
Atlantic Trust Company  January 1980 - March 1991

Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Risk Management, Investment Advisory, Retirement, Customer Service, Securities, Finance, Financial Planning

Education
Memorial University of Newfoundland   2014 — 2021

Paul Edmiston, CFP, EPC Paul Edmiston, CFP, EPC London, Canada Area Details
Paul Edmiston, CFP, EPC's Investment Planning Counsel Experience January 2012 - December 2013
Job Senior Wealth Advisor IPC Securities Corporation
Industry Financial Services
Experience
Investment Planning Counsel   January 2012 - December 2013
Investment Planning Counsel   January 2001 - October 2013
Associated Financial Planners   June 1995 - December 2000
Vanderwesten & Rutherford   March 1987 - May 1995

Skills
Wealth Management, Mutual Funds, Investment Strategies, Wealth, Retirement, Retirement Planning, Estate Planning, Investments, Investment Advisory, Strategic Financial..., Financial Planners, Insurance, Mortgage Lending, Portfolio Management, Financial Advisory, Asset Managment, Financial Services, Asset Allocation, Wealth Management..., Pensions, Risk Management, Life Insurance, Disability Insurance, Savings, Bonds, Personal Financial..., Term Life Insurance, Critical Illness, Income Protection, Personal Finance, Investment Management, Residential Mortgages, High Net Worth..., Relationship Management, Employee Benefits, Securities, Equities, Finance, Fixed Annuities, ETFs, Long-term Care, Alternative Investments, Small Business, Banking, Credit, Loans, AML, Asset Management, Financial Planning

Education
Humber College   1985 — 1986
Electronics

Arthur Voaden S.S.   1980 — 1984

Lori Presley-Gregory Lori Presley-Gregory Ottawa, Canada Area Details
Lori Presley-Gregory's Investment Planning Counsel Experience November 2014 - Present
Job Bookkeeper/Trust Accounting
Industry Financial Services
Experience
Investment Planning Counsel   November 2014 - Present
Independent Planning Group Inc.   January 2011 - November 2014
Securitas Canada  November 1995 - December 2010

Skills
Payroll, Accounting, Account Reconciliation, Leadership, Financial Analysis, Auditing, Team Building, Financial Reporting, Account Management, Customer Service, Forecasting, Time Management, Project Management, Management, Accounts Payable, Accounts Receivable, Budgets, Microsoft Office, Cash Flow, Cash Management, Supervisory Skills, Variance Analysis, Financial Accounting, Strategic Financial..., Risk Management, Team Leadership

Education
Algonquin College of Applied Arts and Technology   2010 — 2011
Project Management

Algonquin College of Applied Arts and Technology   2003 — 2005
Finance

Jennifer Olmsted Jennifer Olmsted Ottawa, Canada Area Details
Jennifer Olmsted's Investment Planning Counsel Experience January 2007 - Present
Job Motgage Agent at Dominion Lending Centre Metro City Mortgages
Industry Financial Services
Experience
Dominion Lending Centre - Metro City Mortgages   January 2011 - Present
Investment Planning Counsel   January 2007 - Present

Education
Algonquin College of Applied Arts and Technology   2003 — 2009
Business Administration, Finance

Lauren Bacay Lauren Bacay Toronto, Canada Area Details
Lauren Bacay's Investment Planning Counsel Experience June 2014 - Present
Job Business Analyst at Investment Planning Counsel
Industry Insurance
Experience
Investment Planning Counsel   June 2014 - Present
Adjuvantz, a division of World Travel Protection at Zurich Canada Financial   May 2008 - June 2014
Research House  May 2007 - May 2008

Skills
Business Analysis, Project Management, Business Process, Cross-functional Team..., Business Process..., Microsoft Office, CRM, Analysis, Visio, SDLC, User Acceptance Testing, Business Requirements, Integration, Business Intelligence, Requirements Analysis, Requirements Gathering, Process Improvement, Software Documentation, Training, Strategic Planning, MS Project, Microsoft Excel, Microsoft SQL Server, Sales Operations, Mac OS, iOS, Vendor Management, Data Modeling, SQL, PMO, Testing, Business Process Design, Systems Analysis, Regression Testing, Business Readiness

Education
De La Salle University   2003 — 2007
Bachelor of Arts (B.A.), Communication

Derrick Heuchan Derrick Heuchan Toronto, Canada Area Details
Derrick Heuchan's Investment Planning Counsel Experience February 1998 - Present
Job Certified Financial Planner at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel   February 1998 - Present

Skills
Investments, Retirement, Investment Strategies, Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Management, Estate Planning

Education
McMaster University
Bachelor of Commerce, Finance, General

Erin Varga Erin Varga Kitchener, Canada Area Details
Erin Varga's Investment Planning Counsel Experience October 2013 - Present
Job Administrative Assistant at Investment Planning Counsel
Industry Banking
Experience
Investment Planning Counsel   October 2013 - Present
TD Canada Trust  May 2012 - October 2013
Subway  March 2011 - January 2012
Skills Canada - Ontario  October 2010 - December 2010
The BAY  September 2007 - November 2010
Skills Canada - Ontario  January 2010 - April 2010
Discerning Bride   October 2009 - December 2009
Gorge Country Kitchen   October 2006 - April 2007
Travelers' Warehouse   April 2004 - April 2006

Skills
Multi Tasking, Organization, Learning Quickly, Adobe Creative Suite, Microsoft Office, Presentations, Writing, Research, Customer Service, PowerPoint, Fundraising

Education
University of Guelph   2004 — 2009
Bachelor of Arts Honours, History

Fanshawe College
Graduate Certificate, Corporate Communication & Public Relations

University of Guelph
Bachelor of Arts, History

Danielle Nardi Danielle Nardi Toronto, Canada Area Details
Danielle Nardi's Investment Planning Counsel Experience 2011 - 2012
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

Kathleen Guy Kathleen Guy Toronto, Canada Area Details
Kathleen Guy's Investment Planning Counsel Experience 2012 - 2013
Job Financial Planning & Administration
Industry Financial Services
Experience
AMG  2014 - Present
Investment Planning Counsel   2012 - 2013
RBC Insurance  2004 - 2009
UnumProvident  1998 - 2004

Skills
Finance, Disability Insurance, Life Insurance, Mutual Funds, Investments, Retirement Planning, Office Management, Office Administration, Microsoft Office, Relationship Management

Education
Investment Funds Institute of Canada (IFSE)
Canadian Investment Funds Course (CIFC)

University of Guelph

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