Investment Planning Counsel
Industry: Company
DescriptionFounded: 1996 Subsidiaries: IPC Estate Services Inc., IPC Securities Corporation, Parent organization: IGM Financial
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Investment Planning Counsel Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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