Investors Group

Industry: Asset management company

Description

IGM Financial Inc. is a Canadian financial services company, with $133.6 billion in total assets under management as at December 31, 2015. It is a publicly traded subsidiary of Power Corporation of Canada. Headquarters: Winnipeg, Canada Assets under management: 133.6 billion CAD (2015) Subsidiaries: Mackenzie Investments, Investors Group Inc., Parent organization: Power Financial

Investors Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investors Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Investors Group Employees

Employee
Years
Job
Industry
Sheri Carpen Sheri Carpen Calgary, Canada Area Details
Sheri Carpen's Investors Group Experience July 2008 - July 2009
Job Owner at Divine Cleaning Services
Industry Consumer Services
Experience
Divine Cleaning Services   January 2010 - Present
The Home Depot Canada  July 2009 - July 2010
Investors Group   July 2008 - July 2009
Prestique Kitchens   June 2003 - July 2008

Skills
Public Speaking, Small Business, Social Media, Coaching, Entrepreneurship, Marketing Strategy, Team Building, Nonprofits, Social Networking, Social Media Marketing, Event Planning, Event Management, Marketing, Online Marketing, Fundraising, Strategic Planning, Time Management, Advertising, Retail, Business Planning, Leadership, Online Advertising, New Business Development, Sales, Public Relations, Start-ups, Sales Management, Leadership Development, Marketing Communications, Training, Budgets, Negotiation, Team Leadership, Business Development, Account Management, Business Strategy, Customer Service, Contract Negotiation, B2B, Strategy, Management, Customer Satisfaction, Selling, Email Marketing, Direct Sales, Lead Generation, Residential Homes, Trade Shows, Brand Development, Market Research

Education
Alberta College of Art and Design

Momentum SE program

IFSE   2008 — 2008
mutual funds course

business career college   2008 — 2008
life license qualification program (LLQP)

Paulette McCarthy Paulette McCarthy Winnipeg, Canada Area Details
Paulette McCarthy's Investors Group Experience August 2002 - October 2006
Job Chief Human Resources Officer at St. Boniface Hospital
Industry Broadcast Media
Experience
St. Boniface Hospital  October 2013 - Present
Healthcare  2015 - 2015
Healthcare  2015 - 2015
CBC  October 2006 - October 2013
Investors Group   August 2002 - October 2006
Pepsi Bottling Group  February 2001 - August 2002
Videon Cable Systems   December 1999 - February 2001
Nortel Newtorks   July 1997 - December 1999

Skills
Employee Relations, Talent Management, Succession Planning

Education
Bishop's University   1992 — 1996
Bachelors, Business/Commerce, General

J.H. Bruns Collegiate

Keith Donoghue Keith Donoghue Montreal, Canada Area Details
Keith Donoghue's Investors Group Experience September 1993 - August 2000
Job Senior Financial Planner at Assante Capital Management Ltd. providing sound wealth advice for over 20 years
Industry Financial Services
Experience
Assante Capital Management Ltd.  May 2006 - Present
Assante Estate and Insurance Services Inc.   May 2006 - Present
Berkshire Investments   August 2000 - April 2006
Investors Group   September 1993 - August 2000

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

Education
Concordia University   1989 — 1992
B.Comm - Major in Accounting

CEGEP - John Abbott College   1987 — 1989
DEC Commerce

Faria Madhumita Faria Madhumita Calgary, Canada Area Details
Faria Madhumita's Investors Group Experience July 2014 - January 2015
Job Marketing
Industry Marketing and Advertising
Experience
Investors Group   July 2014 - January 2015
Mathtoons Media Inc.   March 2013 - July 2013
UBC Faculty of Management   January 2013 - April 2013
Citi  November 2008 - January 2009

Skills
Microsoft Excel, SPSS, Marketing Research, Social Media, Microsoft Word, Market Research, Research, PowerPoint, Microsoft Office, Blogging, Analysis, Marketing, Business Planning, Social Media Marketing, Product Marketing, SEO, Competitive Analysis, Marketing Strategy, Data Analysis, Event Management, Proposal Writing

Education
The University of British Columbia   2010 — 2013
MA, Marketing

Brac Bishwabidyalaya   2004 — 2008
Bachelor of Business Administration (BBA), Marketing, Human Resource Management

Derick Cotnam Derick Cotnam Ottawa, Canada Area Details
Derick Cotnam's Investors Group Experience March 2012 - February 2013
Job Owner/Operator My Catering Group
Industry Events Services
Experience
My Catering Group   July 2012 - Present
Investors Group   March 2012 - February 2013
The Fairmont Southampton  March 2011 - August 2011
The Glen Scottish Restaurant and Pub   October 2010 - March 2011
Wild Wood Steak and Chophouse   September 2008 - August 2010
Isaac's 6400   August 2006 - September 2008
Ten Restaurants at Amberwood Golf and Country Club   September 2005 - August 2006
Stittsville Meat Market and Deli   June 2003 - January 2005

Skills
Hospitality Management, Catering, Food & Beverage, Event Management, Management, Culinary Skills, Inventory Control, Hospitality Consulting, Customer Service, Food Service

Education
Algonquin College of Applied Arts and Technology   2005 — 2007
Culinary management, Culinary Arts/Chef Training

Youssef Botros Youssef Botros Ottawa, Canada Area Details
Youssef Botros's Investors Group Experience October 2013 - May 2015
Job General Manager at Mobile Klinik
Industry Retail
Experience
Mobile Klinik   May 2015 - Present
Investors Group   October 2013 - May 2015
A-Z Wireless (WIND Mobile approved Dealer)   June 2010 - July 2013

Skills
Team Leadership, Sales, Leadership, Customer Service, Sales Management, Coaching, Strategic Planning, Team Building, Time Management, Retail, Customer Retention, Telecommunications, Business Strategy, Business Development, Management, Customer Experience, Marketing Communications, Inventory Management, Teamwork, Account Management, Financial Planning, Consulting, Strategic Financial..., Database Administration, Human Resources, Small Business, Operations Management, Insurance, Finance

Education
Carleton University   2005 — 2009
Bachelor of Arts (B.A.), Psychology

Carleton University   2003 — 2009
Bachelor of Arts (B.A.), Psychology

Steven Arcuri Steven Arcuri Ottawa, Canada Area Details
Steven Arcuri's Investors Group Experience 2006 - 2009
Job Experienced Senior Casino Manager Known for exceptional financial analysis, leadership and customer service focus.
Industry Gambling & Casinos
Experience
OLG  2014 - Present
OLG  2014 - 2014
OLG  2013 - 2014
OLG  2011 - 2013
OLG  2009 - 2011
Investors Group   2006 - 2009
OLG  2005 - 2006
OLG  2003 - 2005
OLG  2003 - 2003
OLG  2002 - 2003

Skills
Risk Management, Auditing, Forecasting, Budgets, Finance, Financial Reporting, Financial Analysis, Leadership, Management, Human Resources, Training, Policy, Internal Controls, Strategic Planning, Leadership Development, Communication, Mentoring, Internal Audit, Employee Benefits, Time Management, Customer Service, Compliance, Change Management, Employee Engagement, Customer Experience, Payroll, Access Database, Microsoft Excel, Succession Planning, Conflict Resolution, Problem Solving, Idea Generation, Marketing Strategy, Problem Gambling, Corporate Governance, Corporate Social...

Education
Brock University   1996 — 1998
Bachelor of Science - Mathematics

University of Waterloo   1994 — 1996
Mathematics

Six Sigma Canada Inc   2012 — 2013

University of Toronto - Rotman School of Management
Executive Programs

Investment Funds Institute of Canada   2006 — 2006

Chris Cosgrove, PFP Chris Cosgrove, PFP Ottawa, Canada Area Details
Chris Cosgrove, PFP's Investors Group Experience January 2008 - April 2008
Job PFP, Investment Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  May 2013 - Present
RBC  May 2011 - May 2013
TK Financial GroupTK Wealth Management Group Inc   April 2008 - January 2011
TK Insurance Group Inc   April 2008 - January 2011
Investors Group   January 2008 - April 2008

Skills
Banking, Relationship Management, Financial Services, Financial Markets, Wealth Management, Portfolio Management, Financial Risk, Investments, Equities, Business Relationship..., Financial Advisory, Retirement, Strategy, Sales, Analysis, Retirement Planning, Team Management, Mutual Funds, Finance, Financial Analysis, Strategic Financial...

Education
University of Ottawa / Université d'Ottawa   2008 — 2010
Honours Bachelor of Social Science, Major in Economics

Telfer School of Business   2008 — 2010
Minor in Business Administration

Carleton University   2006 — 2008
Economics

St. Peter High School

Gina-Lily D'Attilio Gina-Lily D'Attilio Vancouver, Canada Area Details
Gina-Lily D'Attilio's Investors Group Experience August 2012 - May 2014
Job Construction Coordinator at Jones Food Store Equipment Ltd
Industry Design
Experience
Jones Food Store Equipment Ltd   February 2015 - Present
Gina Lily   June 2004 - Present
Investors Group   August 2012 - May 2014
Evoke Flowers   2011 - 2014
Solace Music Nation Publishing   August 2008 - 2011
Course Master Golf Ltd   2001 - 2006

Skills
Recording, Songwriting, Social Media, Time Management, Coaching, Publicity, CRM, Graphic Design, Leadership, Sales, Social Networking, Film Production, Music Publishing, Entertainment, Film, Social Media Marketing, Music, Songs, Management, Web Design, Event Management, Training, Advertising, Public Relations, Event Planning

Education
Pacific Academy of Floral Design
Diploma in Floral Design, Floral Design

Langara College
English Literature & Psychology

British Columbia Institute of Technology
Media Techniques for Business, Communication, Marketing, and Media Studies

Adewunmi Ajayi Adewunmi Ajayi Toronto, Canada Area Details
Adewunmi Ajayi's Investors Group Experience March 2012 - Present
Job Small Business Specialist at TD
Industry Banking
Experience
TD  November 2013 - Present
Investors Group   March 2012 - Present
CGA Ontario  2014 - 2014
CGA Ontario  2014 - 2014
Women's Place   May 2011 - May 2012
Mercov Securities Limited   December 1999 - November 2009
Century Merchant Bank   1990 - 1993
Century Merchant Bank   1990 - 1993

Skills
INTERPERSONAL, ANALYTICAL, MULTI-TASKING, Customer Relations, Strategic Planning, Public Relations, Teamwork, Team Building, Financial Analysis, Financial Planning, Customer Service, Financial Reporting, Research, Problem Solving, Fundraising, Time Management, Leadership Development, Coaching, Strategic Financial..., Management, Banking, Human Resources, Accounting, Portfolio Management

Education
CGA Ontario   2012 — 2015
CGA, Accounting

AccesEmployment   2012 — 2012
Bridging Program, Financial Service Connection

Richard Ivey School of Business   2011 — 2011
Reconnect, Financial Services

Centennial College   2010 — 2011
Graduate Certificate, Financial Planning, 3.173

University of Lagos   1998 — 2000
MBA,, Finance

Ansar Ud Deen High School   1976 — 1981
High School Diploma with high honours, Grade 1 (distinction)

William Justin MacGillivray William Justin MacGillivray Halifax, Canada Area Details
William Justin MacGillivray's Investors Group Experience December 2013 - June 2015
Job Financial Services Representative at CIBC
Industry Financial Services
Experience
CIBC  June 2015 - Present
Investors Group   December 2013 - June 2015
Canadian Diabetes Association  2014 - 2014
Canadian Bacon Cookhouse   May 2013 - September 2013
Acadia University  August 2012 - December 2012
Department of National Defence  June 2009 - September 2010
Jmac Landscaping   April 2006 - September 2009

Skills
Personal Financial..., Debt Restructuring, Tax Reduction, Investment Advisory, Financial Strategy, Residential Mortgages, Retirement Planning, Estate Planning, Human Relations, Time Management, Fitness, Hockey, Football, Baseball, Nutrition, Accounting, People Skills, Investments, Research, Coaching, Entrepreneurship, Teamwork, Team Leadership, Financial Advisory, Dedication, Work Ethic, Customer Service

Education
Acadia University   2009 — 2013
Bachelor of Business Administration, Finance

Citadel High School   2007 — 2008
High School, 12

QEH   2005 — 2007
High School, 10 and 11

Dov Marshall Dov Marshall Toronto, Canada Area Details
Dov Marshall's Investors Group Experience April 2014 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group   April 2014 - Present
Jewish Senior Circle   April 2009 - Present
Schools  September 2007 - August 2009

Skills
Recruiting, Coaching, Organizational..., Human Resources, Leadership Development, Talent Acquisition, Management Consulting, Strategic Planning, Management, Business Strategy, Employee Engagement, Employee Relations, Finance, Program Management, Budgets, Social Media, Customer Service, Marketing Strategy, Microsoft Office, Public Speaking, Nonprofits

Education
Central Yeshiva Tomchei Tmimim Lubavitz   2005 — 2007

Talmudical Seminary Oholei Torah   2003 — 2004

Laura Virgen Laura Virgen San Francisco Bay Area Details
Laura Virgen's Investors Group Experience October 2014 - April 2015
Job Senior Accountant, Grants & Contracts
Industry Accounting
Experience
Native American Health Center  April 2015 - Present
Investors Group   October 2014 - April 2015
Caminar, Inc.   December 2008 - October 2014
LAT Inc.   December 2005 - December 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Sage, ADP ezLaborManager, Access, Nonprofits, Accounts Receivable, Accounts Payable, Event Planning, Community Outreach, Leadership, Payroll, Invoicing

Education
Chabot College
Associate's degree, Business Administration and Management, General

San Francisco State University

Edilberto Lopez Edilberto Lopez Toronto, Canada Area Details
Edilberto Lopez's Investors Group Experience June 2015 - Present
Job Financial advisor, focusing on wealth creation for Canadians with Investors Group
Industry Financial Services
Experience
Investors Group   June 2015 - Present
Self-employed  July 2013 - June 2015
Domo Restaurants   February 2008 - December 2013
Alta Tecnologia   February 2006 - October 2007
Muebles & Accesorios S.A.   January 2000 - December 2006

Skills
Numeracy, Works well in a team, Active Learning, Leadership, Accounting principles, Financial Analysis, Equity Trading, Options, Equity Research, Timely Decision Making, Customer Oriented, Active listening, Investments, Microsoft Excel, Sales, Goal Oriented, Problem Solving, Work under pressure

Education
University of Toronto   2014 — 2015
Certificate in Financial Analysis & Investment Management, Investments and Securities

Canadian Securities Institute   2013 — 2014
Canadian Securities Course, Investments and Securities

Escuela Superior de Administración Pública   2004 — 2005
Project Management

Universidad Sergio Arboleda   1994 — 1999
Bachelor's degree, Finance, général

Nathan Nowak Nathan Nowak Vancouver, Canada Area Details
Nathan Nowak's Investors Group Experience March 2011 - Present
Job Business Development Coordinator at Investors Group
Industry Financial Services
Experience
Investors Group   March 2011 - Present
Windset Farms  2011 - 2015
Windset Farms  2011 - 2015
3 King Gaming Inc   2012 - 2012
Marcus Evans  2010 - 2011

Skills
Trading, Venture Capital, Investments, Private Equity, Emerging Markets, Capital Markets, Equities, Alternative Investments, Investment Banking, Asset Management, Financial Markets, Investor Relations, Funding, Business Development, Strategic Financial..., Entrepreneurship, Business Strategy, Finance, Financial Planning, Marketing Strategy

Education
Capilano University

Steveston High

University of Saskatchewan

Amos Sani, MBA, CPA,CMA Amos Sani, MBA, CPA,CMA Calgary, Canada Area Details
Amos Sani, MBA, CPA,CMA's Investors Group Experience April 2013 - May 2014
Job Directeur des Services Financiers / Financial Director at Conseil Scolaire FrancoSud
Industry Financial Services
Experience
Conseil Scolaire FrancoSud   June 2015 - Present
Alliance Française of Calgary   January 2015 - May 2015
Investors Group   April 2013 - May 2014
Parish St-Remi   September 2009 - May 2014
Centre Communautaire Franc-Ouest   November 2010 - September 2012
Economic and Social Council of Ottawa-Carleton   September 2009 - October 2010
Proximity S.P.R.L,   July 2005 - July 2007

Skills
Financial Analysis, Variance Analysis, Financial Reporting, Business Planning, Strategic Planning, Financial Accounting, Finance, Budgets, Microsoft Excel, Program Budgeting, Marketing Strategy, Teamwork, Financial Statements &..., Cash Flow and Budget..., HST, T4 and T4A..., Tax Preparation, Risk Management, Retirement Planning, Retirement Savings, Debt Management, Accounts Payable, Accounts Receivable, Analysis, Management

Education
Insurance Institute of Canada
Life Insurance Qualification Program (LLQP), Insurance

IFSE Institute
Canadian Investment Funds Course (CIFC), Mutual Funds Program

CMA Canada   2009 — 2011
Certified Management Accountants (CMA), Accounting

Université du Québec en Outaouais (UQO), Canada   2009 — 2011
Specialized Graduate Diplomas (D.E.S.S- Executive CMA), Accounting

University of Ottawa   2008 — 2009
Master of Business Administration (MBA)

Université Libre de Bruxelles,   2002 — 2005
Bachelor of Commerce (B.Com.), Accounting and Business/Management, B

Algonquin College of Applied Arts and Technology
OSLT Workplace Communication Skills for Business

Samantha Duggan Samantha Duggan Vancouver, Canada Area Details
Samantha Duggan's Investors Group Experience 2011 - 2011
Job Sales Representative at BuildDirect
Industry Building Materials
Experience
BuildDirect  April 2013 - Present
Investors Group   2011 - 2011
Vizeum  March 2010 - June 2010

Skills
sales, Microsoft Office, InDesign, Photoshop, Customer Service, Press Releases, Direct Mail, promotional materials, Sales, PowerPoint, Budgets, Social Media, Event Planning, Marketing Communications

Education
British Columbia Institute of Technology / BCIT   2010 — 2012
Bachelor of Business Administration (BBA), Marketing

British Columbia Institute of Technology / BCIT   2008 — 2010
Diploma, Marketing Management Communications

Claire Xiao Claire Xiao Montreal, Canada Area Details
Claire Xiao's Investors Group Experience August 2014 - April 2015
Job Financial Consultant at Sun Life Financial
Industry Accounting
Experience
Sun Life Financial  April 2015 - Present
Investors Group   August 2014 - April 2015
Prosperity Accounting Firm   November 2011 - August 2014
Tax Clinic   April 2011 - April 2011
a college   January 2010 - May 2010
John Abbott College  January 2008 - May 2008

Skills
Microsoft Word, Excel,..., Teamwork skills, Proficient in English,..., Accounting, Time Management, Financial Accounting, Microsoft Excel, QuickBooks, Access, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Analysis, Finance

Education
Concordia University   2009 — 2012
Bachelor of Commerce, Major in Accountancy

John Abbott College
Social Science Commerce

Summer De Angelis Summer De Angelis Ottawa, Canada Area Details
Summer De Angelis's Investors Group Experience August 2015 - Present
Job Accounting
Industry Financial Services
Experience
Investors Group   August 2015 - Present
DeRok Contracting   October 2009 - Present
Bennett Property Shop Realty   February 2012 - August 2014
Ottawa Convention Centre  March 2011 - February 2012
Home Equity Investment Rewards   September 2006 - March 2011
AerRianta International Duty Free Ottawa   September 2005 - September 2006

Skills
Bookkeeping, Payroll, Microsoft Office, Accounting, Accounts Receivable, Accounts Payable, Reconciliation, Staff Training, Recruitment/Retention, Administration, Organizing, Customer Service, Restaurants, Food & Beverage, Salesforce.com, PeopleSoft, Account Reconciliation, Accpac, Event Management, Human Resources, General Ledger, ADP Payroll, Time Management, Supervising, Employee Benefits, ROE, Pdf, Deposits, Benefits Administration, Microsoft Word, New Hire Orientations, Hospitality, Sage, Management, QuickBooks, Training, Finance

Education
Everest College   2008 — 2009
Diploma with honours, Accounting & Payroll

Carleton University   2005 — 2007
Bachelor of Arts Program

Jennifer Tu Jennifer Tu Toronto, Canada Area Details
Jennifer Tu's Investors Group Experience January 2011 - May 2011
Job Currently seeking new opportunities
Industry Human Resources
Experience
PANDORA A/S  May 2011 - Present
Royal Equator Inc.  May 2012 - March 2014
Crowne Plaza Toronto Airport  August 2010 - September 2011
Investors Group   January 2011 - May 2011
Crowne Plaza Toronto Airport  May 2010 - August 2010

Skills
Customer Service, Administration, Internet Recruiting, Teamwork, Social Networking, MS Office tools, Internet, Cashiering, New Employee Orientation, Interviewing, Sourcing, Typing, Interviews, New Hire Orientations, Human Resources, Employee Benefits, Microsoft Office, HR Policies, Time Management

Education
Athabasca University   2013 — 2015
Bachelor of Human Resources & Labour Relations, Human Resources

George Brown College   2008 — 2011
Advanced Diploma (Co-op) with Honours, Human Resources

Runnymede Collegiate Institute   2003 — 2007
OSSD

David Rew David Rew Toronto, Canada Area Details
David Rew's Investors Group Experience November 2006 - June 2011
Job Sole Proprietor at 1St Choice Home Improvements
Industry Construction
Experience
1St Choice Home Improvements   December 2011 - Present
First Choice Home Improvements   January 2011 - August 2011
Investors Group   November 2006 - June 2011
Boys and Girls Clubs  May 1973 - April 2006

Skills
Bathrooms, Basements, Plumbing, Flooring, Coaching, Decks, Home Improvement, Renovation, New Business Development, Doors, Drywall, Painting, Small Business, Real Estate, Customer Service, Fundraising, Community Outreach, Team Building, Strategic Financial..., Electricians, Management, Business Planning

Education
York University   1982 — 1983
Business Administration and Management, General

Ryerson University   1979 — 1981
Social Work

Centennial College   1973 — 1975
Diploma, Recreation Leadership

Vincent Huggins Vincent Huggins Vancouver, Canada Area Details
Vincent Huggins's Investors Group Experience January 2010 - April 2010
Job Financial Management and Business Administration Student at BCIT
Industry Financial Services
Experience
Investors Group   January 2010 - April 2010
The Diving Locker   April 2007 - August 2008
Great Canadian Gaming Corporation  November 2007 - March 2008
Royal Caribbean International  July 2004 - December 2006
High Country Forestry and Fire Services   July 2003 - September 2003

Education
British Columbia Institute of Technology   2011 — 2012
Bachelor of Business Administration

British Columbia Institute of Technology   2008 — 2010
Diploma in Financial Management, Financial Planning

Alee Weinstein Alee Weinstein Toronto, Canada Area Details
Alee Weinstein's Investors Group Experience October 2014 - Present
Job Financial Consultant specializing in Wealth and Risk Management at IGM Financial Inc.
Industry Financial Services
Experience
Investors Group   October 2014 - Present
Kali Enterprises Inc.   June 2013 - October 2014
Greenwin Inc.  May 2012 - August 2012
Camp Tamarack  July 2009 - August 2009
Aritzia  January 2008 - August 2008

Skills
Sales, Social Media, Time Management, Teamwork, Customer Service, Marketing, Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Leadership, Financial Analysis, Budgets, Team Leadership, Microsoft Word, Accounts Receivable, Corporate Finance, Personal Finance, Retirement Planning, Life Insurance, Investment Strategies, Wealth Management, Financial Advisory, Estate Planning

Education
Concordia University   2010 — 2013
Bachelor of Commerce (BCom), Finance, General

Communication University of China   2012 — 2012
Semester Abroad, Mandarin

McGill University   2009 — 2010
Bachelor of Arts (BA), Psychology

TannenbaumCHAT   2005 — 2009
High School Diploma, Graduated with Honours

David Sutcliffe David Sutcliffe Ottawa, Canada Area Details
David Sutcliffe's Investors Group Experience December 2013 - Present
Job Insurance & Investment Advisor at TK Wealth Management
Industry Financial Services
Experience
TK Wealth Management   August 2015 - Present
Investors Group   December 2013 - Present
Canadian Forces  October 2004 - Present
Connelly & Koshy Professional Corporation   October 2012 - October 2013
Canadian Forces  May 2009 - December 2010

Skills
Military Training, Operational Planning, Financial Accounting, Command, Defence, Psychological Operations, Small Business, Cost Accounting, Finance, Sage, Personal Income Tax..., Simply Accounting, Investments, Mutual Funds, RRSP, TFSA, Microsoft Office, Retirement Planning, Banking Solutions, Military, Cash Management, QuickBooks, Payroll, Group Benefit Plans, Financial Advisory, Cash Flow, Asset Allocation, Mortgage Lending, Risk Management, Military Logistics, Microsoft Excel, Team Leadership, Leadership, Teamwork, Analysis, Financial Analysis

Education
Algonquin College of Applied Arts and Technology   2011 — 2012
Diploma, Professional Accounting

Krishniel Deo Krishniel Deo Vancouver, Canada Area Details
Krishniel Deo's Investors Group Experience July 2015 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group   July 2015 - Present
Investors Group   February 2015 - June 2015
Investors Group   June 2014 - February 2015
Cineplex Entertainment  January 2010 - May 2011
Staples  June 2009 - January 2010
Rogers Plus  September 2008 - May 2009

Skills
Microsoft Excel, Financial Planning, Customer Service, Leadership, Teamwork, Sales, Microsoft Office, Financial Analysis, Public Speaking, Time Management, PowerPoint, Microsoft Word, Management, Financial Statements, Business Math, Fundraising, Research, Access Database, Financial Research, Nonprofits, Tax, Business Statistics, Simply Accounting, Sage, Finance, Communication, Investments

Education
British Columbia Institute of Technology / BCIT   2012 — 2014
Diploma of Technology with Distinction, Financial Planning and Services

Alex Sediva Alex Sediva Montreal, Canada Area Details
Alex Sediva's Investors Group Experience November 2013 - January 2014
Job B.Comm (Finance) Graduate
Industry Research
Experience
Investors Group   November 2013 - January 2014
Women Aware (Non-Profit)   September 2013 - December 2013
Opinion Search  August 2009 - December 2013
Maritz Research  2007 - 2009
Black Watch Regiment, Canadian Forces   January 2006 - January 2007

Skills
Teamwork, Market Research, Social Media, Social Networking, Microsoft Excel, Research, PowerPoint, Social Media Marketing, Time Management, Real Estate, Commercial Real Estate, Public Speaking, Microsoft Word, Networking, ETFs, Finance, Financial Analysis, Microsoft Office

Education
John Molson School of Business, Concordia University   2012 — 2015
Bachelor of Commerce (B.Comm.), Finance

University of South Australia
International Exchange Student, Finance, General

Dawson College   2007 — 2009
DEC, Cinema & Communications

Raeshelle M. Morris, PMP, MA (Leadership) - Candidate Raeshelle M. Morris, PMP, MA (Leadership) - Candidate Toronto, Canada Area Details
Raeshelle M. Morris, PMP, MA (Leadership) - Candidate's Investors Group Experience September 2011 - August 2012
Job Program Coordinator at Ontario Centres of Excellence
Industry Program Development
Experience
Ontario Centres of Excellence  October 2013 - Present
Ontario Real Estate Association  September 2012 - October 2013
Investors Group   September 2011 - August 2012
LIME Telecommunications Co Ltd   August 2008 - July 2011
Bank of St.Lucia   August 2008 - July 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, English, Outlook, Windows, Teaching, Strategic Planning, Business Development, Project Management, Project Coordination, Social Media Marketing, Training, Building Relationships, Sales Management, Salesforce.com, Customer Acquisition, Customer Service, Public Speaking, Operations Management, Telecommunications, Marketing Management, Sales Presentations, Event..., Team Building, Management, Recruiting, Coaching, Budgets, Time Management, Change Management, Team Leadership, Leadership, Social Networking, Analysis, Vendor Management, Marketing, Event Planning, CRM, Negotiation, Event Management, Project Planning, Public Relations, Market Research, Marketing Communications, Strategy, Program Management

Education
University of Guelph's College of Business + Economics
Master of Arts (MA), Leadership

Project Management Institute   2012 — 2015
Project Management Professional, Project Management, Credential Renewed - 2018

The University of Western Ontario   2004 — 2008
Bachelor of Management and Organizational Studies (Hons), Double Major - Management and Organizational Studies and Sociology

Association of Business Executives (ABE-UK)   2003 — 2004
Diploma, Business Administration, Management and Operations, A

Howard Zheng Chen Howard Zheng Chen Toronto, Canada Area Details
Howard Zheng Chen's Investors Group Experience 2013 - December 2013
Job Capital Markets Risk Management at CIBC
Industry Financial Services
Experience
CIBC  June 2015 - Present
CIBC  March 2015 - May 2015
Thomson Reuters  February 2014 - February 2015
Investors Group   2013 - December 2013
Jabil  November 2006 - July 2011
Universal Instruments  May 2004 - November 2006
Panasonic  October 1995 - August 2002

Skills
Market Risk, Credit Risk, Risk Management, Derivatives, Fixed Income, Swaps, Structured Products, Mathematical Modeling, Monte Carlo Simulation, Basel II, Basel III, Financial Analysis, Financial Modeling, Investment Management, Process Improvement, Six Sigma, C++, Matlab, SQL, R, Python, Minitab, SunGard, Bloomberg, FactSet

Education
University of Michigan   2011 — 2012
Master of Science (M.Sc.), Financial Mathematics, 4.0 out of 4.0

SUNY Binghamton   2002 — 2004
Master of Science (M.Sc.), Industrial & Systems Engineering, 3.97 out of 4.0

Fudan University
Bachelor of Science (B.S.), Physics

Pamela Gammon Pamela Gammon Toronto, Canada Area Details
Pamela Gammon's Investors Group Experience April 2012 - October 2012
Job Recruiting & Placement Consultant at altis Human Resources (Altis HR)
Industry Staffing and Recruiting
Experience
altis Human Resources (Altis HR)   April 2015 - Present
Tribeca Group   February 2014 - April 2015
Canyon Creek  October 2012 - June 2014
Appreciation Events Canada   October 2013 - February 2014
Siren Communications  July 2013 - September 2013
Centennial College  January 2012 - April 2013
Investors Group   April 2012 - October 2012

Skills
Press Releases, Public Relations, Social Media, Creative Writing, Media Relations, Copy Editing, Strategic Communications, Corporate Communications, InDesign, Photoshop, Newsletters, Marketing, Time Management, Project Planning, Writing, Project Management, Event Management, Editing, Storytelling, Television, PowerPoint, Microsoft Word, Microsoft Excel, Sponsorship, Event Planning, Social Networking, Marketing Communications, Social Media Marketing, Account Management, Client Relations, Sales

Education
Centennial College   2013 — 2013
Graduate Certificate, Public Relations and Corporate Communications

Fanshawe College   2010 — 2012
Diploma, Broadcast Journalism

Lyuba Petrenko Lyuba Petrenko Toronto, Canada Area Details
Lyuba Petrenko's Investors Group Experience April 2014 - April 2014
Job Account Coordinator at NEOIMAGE CANDLELIGHT LTD.
Industry Consumer Goods
Experience
NEO-IMAGE CANDLELIGHT LTD   July 2014 - September 2015
Centennial College Student Association Inc.  January 2014 - May 2014
Investors Group   April 2014 - April 2014
Green Forest   August 2012 - August 2013
Qatar Airways  July 2010 - August 2012

Skills
Flights, Airlines, Aviation, Customer Service, Commercial Aviation, Airports, Leadership, Consulting, Employee Training, Database Administration, Marketing Communications, Promotions, Data Analysis, Marketing Management, Communication, MS Excel, MS Word, MS Project, ENVISION, MS Dynamics, Microsoft Excel

Education
Centennial College   2013 — 2014
Certificate, Sales and Account Management

Dnipropetrovsk National University   2005 — 2010
Master's Degree, Philosophy

Eastern Junior-Senior High Scool   2004 — 2005

Kyle Halajko, CFP, CLU Kyle Halajko, CFP, CLU Ottawa, Canada Area Details
Kyle Halajko, CFP, CLU's Investors Group Experience 2006 - April 2013
Job Branch Manager at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada  April 2013 - Present
Investors Group Financial Services Inc.  April 2010 - April 2013
Investors Group   2006 - April 2013

Skills
Leadership, Competitive Analysis, Investment Management, Business Development, Strategic Financial..., Sales Management

Education
Telfer School of Management at the University of Ottawa   2014 — 2016
Executive MBA program, Business Administration and Management

The Institute for Advanced Financial Education   2010 — 2012
CLU, Chartered Life Underwriter

Advocis - Financial Advisors association of Canada   2005 — 2006
CFP, Certified Financial Planner

Algonquin College of Applied Arts and Technology   2003 — 2006
Business Administration, Finance

University of Ottawa / Université d'Ottawa

Armando Damiao EPC Armando Damiao EPC Kitchener, Canada Area Details
Armando Damiao EPC's Investors Group Experience January 1998 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group   January 1998 - Present
TD  September 1990 - 1998

Skills
Retirement Planning, Wealth Management, Retirement, Critical Illness, Mutual Funds, Retirement Savings, Strategic Financial..., Segregated Funds, Pensions, Financial Advisory, Estate Planning, Investment Advisory, Investment Strategies, Wealth

Education
Concordia University   1984 — 1986

Vanier College   1980 — 1984

Eva Y. Xu Eva Y. Xu Toronto, Canada Area Details
Eva Y. Xu's Investors Group Experience February 2007 - January 2009
Job Global purchasing agent. MBA. B.Eng
Industry Financial Services
Experience
Tzu Chi Foundation  September 2007 - Present
Canada China Business Council  January 2015 - January 2015
REV Capital Inc.   December 2009 - December 2010
Investors Group   February 2007 - January 2009
International Arts & Collectibles   August 2005 - August 2006
Laurentian University  September 2003 - June 2006
Dahmei Lable Group (acquired by Avery Dennison)   September 2002 - September 2003

Skills
Real Estate, Customer Service, Microsoft Excel, Investment Properties, Real Estate Development, Investments, Financial Statement..., Property Management, Commercial Real Estate, Leases

Education
University of Toronto - Rotman School of Management   2014 — 2014
Initiative for Women in Business Program

Online Trading Academy (Toronto)   2008 — 2010
Security trading, stock, commodity, options, Emini, Forex trading and long-term investment courses.

Laurentian University/Université Laurentienne   2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, Finance

Investment Properties/Real Estate course by Toronto District School Board   2009 — 2009
Certificate, Real estate investment

Jimei University   1998 — 2002
Full four-year Honor Bachelor Degree of Engineering (B.Eng), Marine Engineering

Toronto District School Board   2011 — 2011
Certificate, Advanced Microsoft Excel and Word 2007 version

Eric Zabal Eric Zabal Montreal, Canada Area Details
Eric Zabal's Investors Group Experience May 2012 - January 2014
Job Finance & Economics
Industry Financial Services
Experience
State Street  January 2015 - June 2015
Bank Audi sal  June 2014 - November 2014
EY  January 2014 - June 2014
Investors Group   May 2012 - January 2014
Penson Financial Services  March 2011 - May 2012
Grand Prix de Montréal (Formule 1 du Canada)   June 2008 - June 2011
BLOM Bank  July 2008 - August 2008

Skills
Management, Accounting, Analysis, Team Management, Banking, Finance, Automotive, Human Resources, Sales, Investments, Financial Analysis, Risk Management, Mutual Funds, Business Planning, Leadership, Microsoft Excel, Teamwork, Microsoft Office, Team Leadership

Education
University of Montreal   2006 — 2010
Bachelor, Economics

HEC Montreal   2008 — 2011
Bachelor's degree, Financial

American University of Beirut   2005 — 2006
BS, Management

Tina Eggens Tina Eggens Ottawa, Canada Area Details
Tina Eggens's Investors Group Experience April 2015 - Present
Job Executive Assistant
Industry Financial Services
Experience
Investors Group   April 2015 - Present
JDRF  May 2012 - August 2013
FreshCo  November 2010 - December 2011
Make-A-Wish Eastern Ontario   2007 - 2010

Skills
Fundraising, Volunteer Management, Fundraisers, Non-profits, Board Development, Philanthropy, Grant Writing, Community Outreach, Event Planning, Grants, Charities, Event Management, Program Development, Non-profit..., Grassroots Organizing, Public Speaking, Stewardship, Public Relations, Annual Giving, Volunteering, Media Relations, Community Development, Newsletters, Sponsorship, Nonprofits, Management, Strategic Planning, Leadership, Social Networking, Social Media

Education
Algonquin College of Applied Arts and Technology
Fundraising and Special Events Management, Non-Profit/Public/Organizational Management

Algonquin College of Applied Arts and Technology
Media and Communications

Andrea Angel Andrea Angel Montreal, Canada Area Details
Andrea Angel's Investors Group Experience February 2011 - April 2011
Job Actuarial Quality Lead
Industry Financial Services
Experience
Verify  November 2011 - Present
Sun Life Financial  September 2014 - December 2014
Concordia University  September 2011 - 2014
Investor's Group  February 2011 - April 2011
PepsiCo  January 2005 - March 2010
PepsiCo  May 2004 - January 2005
FUNDACION UNIVERSIDAD DE AMERICA   1998 - 2003

Skills
Quality Assurance, Time Management, Teamwork, Leadership, Quality System, Continuous Improvement, Training, ISO, Data Analysis, Spanish, Microsoft Excel, Cross-functional Team..., Project Planning, Product Development, Quality Management, Project Management, Quality Control, Analysis, Microsoft Office

Education
Concordia University   2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Actuarial Science

Universidad America   1998 — 2003
Chemical Engineer

Bil Ioannidis BA. CPCA. Bil Ioannidis BA. CPCA. Kitchener, Canada Area Details
Bil Ioannidis BA. CPCA.'s Investors Group Experience January 2007 - October 2013
Job City of Kitchener Councillor
Industry Government Relations
Experience
City of Kitchener  October 2010 - Present
Ioannidis Property Management   April 1997 - Present
Leejay Levene Art Calendar   November 2010 - Present
Investors Group   January 2007 - October 2013

Skills
Business Strategy, Investments, Strategic Planning, Community Development, Coaching, Team Leadership, Public Speaking, Strategic Communications, Financial Planners, Project Management, Social Media, Leadership, Negotiation, Employee Benefits, Risk Management, Business Development, Advertising, Finance, Marketing, Sales, Research, Entrepreneurship, Analysis, Market Research, Social Networking, Event Planning, Marketing Strategy, Nonprofits, Change Management, Event Management, Policy, Project Planning, Fundraising, Management, Customer Service, Strategy, Business Planning, Marketing Communications, Public Relations, Small Business, Social Media Marketing, Team Building, Organizational..., Government, Financial Analysis, Program Management, Management Consulting, New Business Development, Leadership Development, Budgets

Education
Carleton University   1993 — 1997
BA

Forest Heights   1986 — 1991

Mamadou LO Mamadou LO Montreal, Canada Area Details
Mamadou LO's Investors Group Experience January 2012 - April 2012
Job (MBA) Open to Opportunities at Seeking New Position
Industry International Trade and Development
Experience
Investors Group   January 2012 - April 2012
Yusian Import & Export Inc.   2010 - 2011
NUUO Inc.  September 2010 - December 2010
Research Center for Agricultural Economics and Development, Wuhan/ China   March 2007 - May 2008

Skills
Business Development, Product Management and..., Marketing Strategy, Sales Management, Management, Market Research, International Sales, Agribusiness, Customer Satisfaction, Insurance, Office Administration, Identifying New...

Education
Chung-Hua University   2008 — 2010
Master of Business Administration (MBA), Technology Management

Huazhong Agricultural University   2006 — 2008
Master in Economics and Management, Agricultural Business and Management

Institut Superieur de Management, Dakar, Senegal   2002 — 2005
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

Jennifer Terepocki Grant Jennifer Terepocki Grant Vancouver, Canada Area Details
Jennifer Terepocki Grant's Investors Group Experience April 2012 - May 2012
Job Human Resources Coordinator at Tastemorr Snacks
Industry Retail
Experience
Tastemorr Snacks, Basic Grain Products Canada   July 2012 - Present
Tastemorr snacks   May 2012 - July 2012
Investors Group   April 2012 - May 2012
Brown Shoe Company, Naturalizer Division   August 2004 - December 2011
Brown Shoe Company, Naturalizer Division   2003 - 2004
Brown Shoe company, Naturalizer Division   2001 - 2003

Skills
Performance Management, Recruiting, Leadership, Onboarding, Human Resources, Training, Coaching, Management, Personnel Management, Time Management, Customer Service, Succession Planning, Employee Relations, HRIS, HR Policies, Job Analysis and Job...

Education
British Columbia Institute of Technology   2009 — 2012
Part-time certificate program, Human Resource & Business Management

The University of British Columbia   2001 — 2004
Bachelor of Arts (B.A.), Major in Anthropology & Minor in History

Vancouver Island University   1999 — 2001
University Transfer Program, Faculty of Arts

Burnaby South Secondary School   1994 — 1999
High School Diploma

Eli Martin Eli Martin Toronto, Canada Area Details
Eli Martin's Investors Group Experience 2011 - Present
Job Personal Finance Consultant
Industry Financial Services
Experience
Investors Group   2011 - Present
International Schools including Shrewsbury   2002 - 2011
various media, including The Globe and Mail   1997 - 2001
Tau Health Food Stores   1993 - 1997

Skills
Financial Markets, Investment Portfolios, Wealth Management, Insurance, Estate Planning, Tax Reduction Strategies, Risk Management, Strategic Planning, Disability Insurance, ETFs, Indexed Annuities, Retirement Planning, Research

Education
The University of British Columbia / UBC   1989 — 1993
Bachelor's degree

Canadian Securities Institute
Investment Funds in Canada Certificate

Financial Services Commission of Ontario
Life License Qualification Program

Simon Fraser University
Going Public and Continuous Disclosure Certificate

Westcoast Centre for Community Enterprise
9 Month, part-time, course structured as a Mini-MBA program.

Concordia University
Management courses in the Faculty of Commerce.

Jason Bullock, CFP® Jason Bullock, CFP® Ottawa, Canada Area Details
Jason Bullock, CFP®'s Investors Group Experience July 2015 - Present
Job Securities Planning Specialist at Investors Group (IGSI) Member, Canadian Investor Protection Fund
Industry Investment Management
Experience
Investors Group   July 2015 - Present
Algonquin College  May 2009 - Present
Wever Financial   January 2015 - July 2015
RBC Dominion Securities  September 2011 - November 2013
MD Management Ltd.  September 2006 - September 2011

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

Education
Algonquin College of Applied Arts and Technology   2003 — 2005
Finance with Honors, Business

Cedarview

Jessica Davidson Jessica Davidson Ottawa, Canada Area Details
Jessica Davidson's Investors Group Experience June 2015 - Present
Job Investors Group
Industry Financial Services
Experience
Investors Group   June 2015 - Present
Ottawa Painted Spaces   February 2013 - May 2015
i-tag promotions   September 2011 - June 2013
Student Works Painting  April 2010 - August 2011

Skills
Customer Service, Teamwork, Social Media, New Business Development, Marketing, Event Planning, Event Management, Social Networking, Microsoft Office, Painting, Facebook, Web Design, Advertising, Brand Awareness

Education
Canadian Securities Institute
Investment Funds in Canada Course (IFC)

Carleton University   2011 — 2012
Management Certificate Program, Human Resources

Queen's University   2007 — 2011
BAH, Psychology

Queen's University   2007 — 2011
International Studies Certificate, Interdisciplinary

Nepean High School

Gerald Tai Gerald Tai Halifax, Canada Area Details
Gerald Tai's Investors Group Experience January 2013 - August 2013
Job Operations Analyst at Citco Fund Service
Industry Financial Services
Experience
Citco Fund Service   August 2014 - Present
Saint Mary's University  May 2013 - Present
Saint Mary's University  January 2013 - July 2015
Bloomberg LP  January 2013 - May 2014
Saint Mary's University  September 2013 - April 2014
Investors Group   January 2013 - August 2013

Skills
Finance, Financial Analysis, Microsoft Excel, Leadership, Data Analysis, Investments, Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Academic Research, Hedge Funds, Customer Service, Financial Advisory

Education
Bloomberg Institute, BAT Campus Ambassadors   2013 — 2014
Campus Ambassador Program, Banking, Corporate, Finance, and Securities Law

Saint Mary's University   2011 — 2014
Bachelor of Commerce (BCom), Finance and Accounting, 4.21/4.30

Beijing Normal University   2009 — 2011
Bachelor of Commerce (BCom), International Finance

Muge Aydin Muge Aydin Toronto, Canada Area Details
Muge Aydin's Investors Group Experience January 2014 - Present
Job Associate Consultant at Investors Group
Industry Financial Services
Experience
Investors Group   January 2014 - Present
HSBC  October 2011 - September 2013
Investors Group Financial Services Inc.  March 2011 - April 2011
Desjardins Financial Security  October 2010 - December 2010
Citibank  March 2007 - September 2009
Finansbank  March 2005 - March 2007

Skills
Portfolio Management, Banking, Financial Services, Mutual Funds, Credit, Wealth Management, Management, Investments, Strategy, Financial Risk, Insurance, Loans, Finance, Credit Risk, CRM, Strategic Financial..., Relationship Management

Education
University of Toronto   2013 — 2013
Certificate, Financial Accounting

Seneca College of Applied Arts and Technology   2010 — 2011
Post Graduate Diploma, Financial Services

Anadolu Üniversitesi   1998 — 2002
Bachelor's degree, Economics

Chris Galanopoulos Chris Galanopoulos Montreal, Canada Area Details
Chris Galanopoulos's Investors Group Experience August 2013 - Present
Job Associate Manager at Investors Group
Industry Financial Services
Experience
Investors Group   August 2013 - Present
Investors Group Financial Services Inc.  January 2012 - July 2013
Investors Group Financial Services Inc.  January 2010 - December 2011
Investors Group Financial Services Inc.  November 2008 - December 2010
Investors Group Financial Services Inc.  November 2007 - November 2008
Investors Group Financial Services Inc.  May 2007 - November 2007
Investors Group Financial Services Inc.  May 2006 - May 2007
Investors Group Financial Services Inc.  December 2004 - May 2006

Skills
Call Center, Change Management, Client Services, Mutual Funds, Investments, Project Management, Problem Solving, Problem Analysis, Call Centers, Job Coaching, Risk Management, Business Analysis, Management, Team Leadership

Education
McGill University   2012 — 2013
Comprehensive Project Management, Project Management, 160 Professional Development Units

Concordia University   2000 — 2004
Bachelor of Commerce, Marketing Major and Management Minor

Vanier College   1997 — 2000
Business Administration, Finance

Vladimir Fitsko Vladimir Fitsko Vancouver, Canada Area Details
Vladimir Fitsko's Investors Group Experience March 2012 - Present
Job Mortgage Planning Specialist at Investors Group
Industry Real Estate
Experience
Investors Group   March 2012 - Present
TD Bank Group  July 2011 - April 2012
The Mortgage Group  January 2008 - July 2011
Point2 Technologies  March 2002 - July 2004

Skills
Refinance, Real Estate, Residential, Mortgage, Certified Mortgage..., First Time Home Buyers, Investment Properties, Investments, Real Estate Financing, Residential Homes, Residential Mortgages, Selling

Education
UBC :: Sauder School of Business   2009 — 2010
Mortgage Broker program, Finance

CDI College   2001 — 2002
Web developer, Programmer analyst

University of Saskatchewan   1992 — 1996
M. Music, Performance & Composition

Advocis, institute for Advanced Financial Education
Certified Financial Planner - CFP

Christina Clement Christina Clement Toronto, Canada Area Details
Christina Clement's Investors Group Experience 1998 - 2005
Job VP, Head of Practice Managment at BMO Nesbitt Burns Leaders in Service, Ideas, Innovation and Growth
Industry Financial Services
Experience
BMO Nesbitt Burns  June 2014 - Present
RBC Dominion Securities  May 2013 - June 2014
RBC Dominion Securities  May 2009 - May 2013
RBC Dominion Securities  October 2007 - April 2011
RBC Dominion Securities  May 2005 - October 2007
Investors Group   1998 - 2005

Education
Candian Securities Insitute   2013 — 2014
Both IA(RR) and Branch Manager Liscensed

Carleton University   1987 — 1991
Bachelor of Arts (B.A.), Psychology

Jarvis Collegiate   1984 — 1987

Jaswant Thind Jaswant Thind Redding, California Area Details
Jaswant Thind's Investors Group Experience June 2005 - June 2007
Job CFP, MBA
Industry Retail
Experience
Shasta Petroleum   2013 - Present
Scotia Bank  April 2010 - 2013
Scotiabank  June 2007 - April 2010
Investors group   June 2005 - June 2007
Consortium Finance,Reliance Petroleum,Exide industries-INDIA   April 1999 - September 2004

Skills
Sales Management, Product Marketing, Financial Management, Financial Planning, Credit, Mortgage, Estate Planning, Insurance, Strategic Planning, Administration, Compliance, Securities, Investments, Financial Analysis, Banking, Retail Banking, Risk Management, Investment Banking, Mutual Funds, Customer Service, Retail, Coaching, People Management, Team Leadership, Wealth Management, Customer Relations, Planning, Policy, Portfolio Management, Credit Risk, Loans, Asset Management, Credit Cards, Funding, AML, Financial Advisory, New Business Development, Investment Strategies, Debt, Wealth, Investment Products, Mortgage Lending, Credit Analysis, Mentoring, Team Building, Retirement Planning, Investment Advisory, Pensions, Team Management, Training

Education
BCO from CSI   2010 — 2010
Banch Compliance Officer

CFP from FPSC   2007 — 2007
CFP, Certified Financial Planner

CSC from CSI   2007 — 2007
Canadian Securities Course

PFP from CSI   2007 — 2007
Profesional Financial Planner

IFIC   2005 — 2005
IFIC, Mutual Fund

LLQP   2005 — 2005
LLQP, Insurance

IIMT   1977 — 1999
MBA, Marketing

Kumaun University   1994 — 1997
B.Sc, Physics, Chemistry, Math

PENG TANG PENG TANG Toronto, Canada Area Details
PENG TANG's Investors Group Experience October 2012 - July 2013
Job INCOME TAX COURSE PROFESSOR
Industry Higher Education
Experience
Centennial College  September 2010 - Present
MAPLE & OAK FOREST HOLDING CORPORATION   April 2014 - Present
PetroToronto   January 2014 - Present
TY PEAK EXCEL ACCOUNTING & TAX SERVICES INC.   July 2013 - Present
TY PEAK EXCEL ACCOUNTING & TAX SERVICES   July 2013 - Present
Investors Group   October 2012 - July 2013
Investors Group Financial Services Inc.  November 2008 - October 2012
RESPON FINANCIAL SERVICES COLLEGE   July 2008 - June 2009
Investors Group Financial Services Inc.  June 2006 - October 2008
Chongqing Whistorm Consulting INC.   June 2001 - May 2003

Skills
Canadian Income Tax, Strategic Financial..., Finance, Investments, Wealth Management, Financial Analysis, Investment Strategies, Mutual Funds, Financial Planners, Asset Management, Risk Management, Portfolio Management, Insurance, Retirement Planning, Analysis, Corporate Finance, Strategic Planning, Financial Modeling, Investment Advisory

Education
Centennial College   2004 — 2006
Bachelor of Engineering (B.Eng.)

Chongqing University   1998 — 2001
MBA, Business Administration

Beijing Institute of Technology   1990 — 1994
B. of Eng., Polymer Engineering

Rob Ratcliffe Rob Ratcliffe Toronto, Canada Area Details
Rob Ratcliffe's Investors Group Experience August 2014 - July 2015
Job IT & Business Transformation Leader
Industry Information Technology and Services
Experience
Strategic Project Solutions   January 1994 - Present
Investors Group   August 2014 - July 2015
Ontario Shores Centre for Mental Health Sciences  March 2011 - November 2012
BMC Software  July 2010 - March 2011
American International Company (AIG Bermuda)   March 2005 - May 2008
Strategic Project Solutions   January 1994 - February 2005
CMA Canada  1997 - 2005

Skills
Program Management, Integration, PMP, Change Management, Project Management, IT Strategy, PMO, Outsourcing, ERP, Enterprise Architecture, Business Process..., IT Management, CRM, Process Improvement, IT Service Management, Leadership, Project Planning, Business Transformation, Disaster Recovery, Management, Team Leadership, Strategy, Budgets, Risk Management, Governance, Business Analysis, Project Portfolio..., Business Process, Business Process..., Infrastructure, SDLC, Information Technology, Software Project..., ITIL, Vendor Management, Consulting, Telecommunications, Enterprise Software, Data Center, Business Intelligence, Resource Management, Project Delivery, Management Consulting, IT Operations, Cross-functional Team..., Service Delivery, Professional Services, Requirements Analysis, Requirements Gathering, Solution Architecture

Education
Aspen University   2006 — 2007
MBA, Project Management

Project Management Institute   2004 — 2004
PMP, Project Management

CMA Ontario   1992 — 1992
CMA, Accounting & Finance

University of Toronto   1982 — 1986
BA, Commerce & Economics

Vibert Rosemin Vibert Rosemin Toronto, Canada Area Details
Vibert Rosemin's Investors Group Experience 2007 - 2009
Job Inforce Service Specialist at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management  June 2015 - Present
RBC  September 2013 - June 2015
RBC Insurance  May 2009 - September 2013
Investors Group   2007 - 2009
Plan Canada  October 2005 - September 2007
College of Nurses of Ontario  October 1998 - September 2005
Advanced Toll Management   1996 - 1998
Rogers Communications  October 1992 - October 1997

Skills
Coaching, Customer Service, Financial Planning, Insurance, Investments, Leadership, Management, Mutual Funds, Retirement Planning, Risk Management, Sales, Strategic Financial..., Strategic Planning

Education
Carleton University   1988 — 1991

Don Mills Collegiate Institute   1985 — 1988
OSSGD

Neil McNeil High School   1982 — 1985
OSSGD

JOSE ROBERTO BERNABE JOSE ROBERTO BERNABE Montreal, Canada Area Details
JOSE ROBERTO BERNABE's Investors Group Experience November 2004 - May 2008
Job Financial Planner at RBC
Industry Banking
Experience
RBC  May 2015 - Present
RBC  August 2014 - April 2015
RBC  August 2012 - July 2014
RBC  October 2008 - July 2012
RBC  May 2008 - September 2008
Investors Group   November 2004 - May 2008

Skills
Mortgage Lending, Credit, Customer Service, Mutual Funds, Portfolio Management, Banking, Finance, Financial Planning, Wealth Management, Retail Banking, Investments, Financial Analysis, Loans, Financial Services, Retirement Planning, Relationship Management, Credit Analysis

Education
Concordia University   1997 — 2001
Bachelor, Economics

Doris Splettstoesser Doris Splettstoesser San Francisco Bay Area Details
Doris Splettstoesser's Investors Group Experience September 1987 - April 1995
Job Sole Practitioner at Doris Splettstoesser, CPA
Industry Computer Software
Experience
Doris Splettstoesser, CPA   September 2014 - Present
(through SD Mayer & Associates)   December 2012 - August 2014
Electroneering Inc   May 1995 - December 2012
Investors Group   September 1987 - April 1995
American Standard  January 1985 - August 1986

Skills
Fixed Assets, Variance Analysis, Accounting, General Ledger, Start-ups, Financial Statements, Revenue Recognition, Financial Reporting, Finance, GAAP, Financial Analysis, Tax, Budgets, Payroll, Management, Leadership, Strategic Planning

Education
University of Waterloo   1978 — 1981
BA, Accounting, Economics, Business

Cabrillo College
Project Management-Fundamentals and High Speed

The Canadian Institute of Financial Planning
CFP, Chartered Financial Planner

Adam Bouka Adam Bouka Boise, Idaho Details
Adam Bouka's Investors Group Experience July 2011 - December 2011
Job JD Candidate U.C Davis Class 2018 /MBA Grad 2015 / Vice President of Operations at Yaovi Bouka & Associates
Industry Marketing and Advertising
Experience
Yaovi Bouka et Associés S.E.N.C   January 2015 - Present
African Leadership Force   September 2012 - Present
Boise State University  August 2013 - May 2015
ScaleStation   January 2014 - September 2014
Mission Fitness (Steve Gronick Services)   September 2012 - December 2012
HSBC  August 2012 - December 2012
Allied International Credit  August 2011 - December 2011
Investors Group   July 2011 - December 2011
Divine Chocolates   January 2011 - April 2011
Melaleuca:The Wellness Company  October 2010 - December 2010

Skills
Microsoft Excel, Microsoft Office, Team Leadership, Accounting, Strategic Planning, Analysis, Negotiation, Investments, Coaching, Financial Analysis, Budgets, Team Building, Data Analysis, Process Improvement, Real Estate, Business Analysis, Financial Modeling, Customer Service, Economics, PowerPoint, Training, Leadership, Management, Financial Reporting, Sales, Teamwork, Recruiting, Marketing Strategy, Spanish, Market Research, Finance, Retail, Marketing

Education
University of California, Davis - School of Law   2015 — 2018
Juris Doctor (J.D.)

Boise State University   2013 — 2015
Master of Business Administration (MBA)

Brigham Young University - Idaho   2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Management Marketing and Finance

College Montmorency   2004 — 2009
Collegiate Diploma, Social Sciences emphasis in World and Society;

Stella Cellucci Stella Cellucci Toronto, Canada Area Details
Stella Cellucci's Investors Group Experience January 2013 - November 2013
Job Mortgage Agent at The Mortgage Centre iDirect
Industry Banking
Experience
The Mortgage Centre, iDirect   March 2014 - Present
Investor's Group  January 2013 - November 2013
The Mortgage Centre - Mortgage Loans Canada   February 2011 - October 2011
RBC Royal Bank  February 2009 - February 2011
The Equitable Trust Company  January 2008 - February 2009
GE Money  May 2005 - January 2008
Fidelity Investments  1993 - 1996
Royal Trust  1989 - 1993

Skills
Debt Consolidation, Refinance, Mortgage Lending, Loans, Banking, Credit, Certified Mortgage..., Residential Mortgages, Finance, Leadership, Mortgage Underwriting, Construction Loans, Home Equity Lines of..., Mortgage Banking, Commercial Mortgages, Lines Of Credit, Reverse Mortgages, Loan Origination, Mortgage Marketing, Credit Analysis, Rates, Real Estate Financing, Consumer Lending, Mortgage Servicing, Second Mortgages, Commercial Lending, Home Equity Loans, First Time Home Buyers, Interest Rates

Education
Canisius College   2012 — 2012
Masters in Science of Education, Education

University of Toronto   1982 — 1986
BA (Hons), French Language and Literature; Italian

Sean Tidd, CFP Sean Tidd, CFP Toronto, Canada Area Details
Sean Tidd, CFP's Investors Group Experience 2015 - 2015
Job Regional Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.  December 1998 - Present
Investors Group Financial Services Inc.  January 1998 - Present
Investors Group   2015 - 2015
Investors Group   2015 - 2015
Investors Group Financial Services Inc.  September 2003 - August 2008
Morgan Scott   October 1993 - December 1998

Skills
Financial Planners, Certified Financial..., Recruiting, Estate Tax Planning, Retirement Planning, Team Leadership, Leadership, Mortgage Banking, Risk Management, Holistic Financial..., Financial Advisory, Investment Advisory, Trusted Advisor, Personal Financial..., Insurance Planning

Education
Acadia University   1987 — 1992
BBA, Accounting & Finance

Earl Haig Secondary   1985 — 1987

Vanessa Espiritu Vanessa Espiritu Toronto, Canada Area Details
Vanessa Espiritu's Investors Group Experience September 2014 - Present
Job Executive Assistant at Investors Group
Industry Hospitality
Experience
Investors Group   September 2014 - Present
Soho House Group  August 2013 - May 2014
Hilton Toronto Airport Hotel and Suites   August 2011 - August 2013
Soapopular Inc.   January 2007 - February 2010
Metropolitan Hot   January 2006 - January 2007
Angus Glen Golf Club  2003 - 2004

Skills
Catering, Banquets, Resorts, Budgets, Food & Beverage, Hospitality Industry, Pre-opening, Hospitality Management, Customer Service, Management, Menu Development, Hotels, Operations Management, Restaurants, Food, Recruiting, Employee Relations, Fine Dining, Hotel Management, Hospitality, Sales, Convention Services, Micros, Revenue Analysis, Leadership, Customer Satisfaction, Yield Management, Front Office, Wine, Cuisine, Culinary Skills, Event Management, Opera, Restaurant Management, Tourism

Education
Centennial College
Hospitality & Tourism

Kristen Petri Kristen Petri Toronto, Canada Area Details
Kristen Petri's Investors Group Experience June 2003 - January 2005
Job Professor at George Brown College
Industry Higher Education
Experience
George Brown College  September 2010 - Present
Families for Children  January 2001 - Present
Better The World   February 2009 - July 2010
Heart Card of America   February 2009 - August 2009
Private Airline   November 2005 - May 2008
WoodGreen Community Services  February 2005 - October 2005
Investors Group   June 2003 - January 2005
Emirates  1998 - 2003

Skills
Public Relations, Facebook, Social Media, Social Media Marketing, Blogging, Leadership, Fundraising, Training, Public Speaking, Nonprofits, Writing, Research, Higher Education, Strategic Planning, Intercultural..., Strategy, Marketing, Editing, Microsoft Office

Education
Centennial College   2009 — 2009

Royal Roads University   2007 — 2009
Masters

Richmond School of Commerce   1997 — 1997
Diploma

Dalhousie University   1993 — 1997
BA

Aurora High
Highschool Diploma

Darren Panet Darren Panet Toronto, Canada Area Details
Darren Panet's Investors Group Experience March 2008 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group   March 2008 - Present
OS Holdings  April 2006 - December 2007
Motorcade Industries Ltd.   September 1999 - November 2006

Skills
Insurance Planning, Estate Planning, Investment Planning, Retirement Planning, Financial Planners, Tax, Investments, Finance, Retirement, Insurance, Employee Benefits, Strategic Financial..., Investment Strategies, Wealth, Wealth Management, Mutual Funds, Critical Illness, Pensions, Cash Flow, Disability Insurance, Life Insurance, Health Insurance, Term Life Insurance, Financial Services

Education
Concordia University   1995 — 1999
BA, Political Science, Commerce

Alan Glen Alan Glen Toronto, Canada Area Details
Alan Glen's Investors Group Experience November 2009 - August 2014
Job Financial Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  August 2014 - Present
Investors Group   November 2009 - August 2014
Pratt & Whitney Canada  1989 - April 2009

Skills
Strategic Financial..., Customer Service, Risk Management, Retirement Planning, Wealth Management, Insurance, Mutual Funds, Asset Managment, Strategic Planning, Estate Planning, Investments, Team Leadership, Management, Project Management, Financial Planning

Education
Baker University   2000 — 2001
MBA

Queen's University   1984 — 1989
B.Sc. Degree in Mechanical Engineering

Mackenzie High School   1980 — 1984

Sabbir Mahmud Sabbir Mahmud Toronto, Canada Area Details
Sabbir Mahmud's Investors Group Experience May 2014 - March 2015
Job Life and Living Benefits Advisor
Industry Insurance
Experience
RBC Insurance  March 2015 - Present
Investors Group   May 2014 - March 2015
Centennial College  January 2014 - April 2014
Centennial College  September 2013 - April 2014
Pastabilities  2012 - 2012
BiMS   2010 - 2011

Skills
Teamwork, Program Management, Higher Education, Team Management, Team Leadership, E-Learning, Persuasiveness, Research, Data Analysis, Analysis, Listener, Flexibility, Adaptability, Values, Customer Service, Retail, Hospitality, Keen Listener, Leadership, Time Management, Recruiting, Event Management, Marketing, Public Relations, Accounting, Teaching, Finance, Negotiation, PowerPoint, Public Speaking, Training, Microsoft Excel, Market Research, English, Project Planning, Nonprofits, Microsoft Office, Microsoft Word, Social Media, Budgets, Financial Analysis, Organizational..., Business Planning, Strategic Planning, Social Networking, Communication, Sales, Coaching, Entrepreneurship, Problem Solving

Education
Centennial College   2012 — 2014
Finance

LSBF Canada   2011 — 2013
Chartered Accounting

Heriot-Watt University   2009 — 2011
Bachelor's degree, BBA

Sara Di Benedetto, CHRP Sara Di Benedetto, CHRP Toronto, Canada Area Details
Sara Di Benedetto, CHRP's Investors Group Experience January 2015 - March 2015
Job Human Resources Administrator at TravelBrands Inc./Redtag.ca
Industry Human Resources
Experience
TravelBrands Inc.  June 2015 - Present
TravelBrands Inc.  May 2015 - June 2015
Investors Group   January 2015 - March 2015
Tennis Canada  February 2014 - August 2014
Lowe’s Companies Canada  April 2013 - April 2014
Extreme Toronto Sports Club   June 2012 - April 2013
Monumental Sports & Entertainment  May 2011 - August 2011

Skills
Sports, Public Speaking, Microsoft Office, Teamwork, Recruitment, Leadership, Time Management, Compensation & Benefits, Kronos WFC, Ceridian, Sponsorship, Event Planning, Facebook, Customer Service, Social Media, Event Management, Marketing, Sales, Sports Management, Sports Marketing, Public Relations, Organizer, Community Development, Social Networking, Ticket Sales, Marketing Communications, Marketing Strategy, Sponsorship Sales, Advertising, Soccer, Fundraising, Management, Research, Social Media Marketing, Athletic Training, Athletics, Press Releases, Media Relations, Employment Law, Community Relations, Occupational Health, Recruiting, PowerPoint, Microsoft Excel, Microsoft Word, Team Leadership, Interviews, Communication, Human Resources, Coaching

Education
Humber College   2014 — 2015
Postgraduate Certificate

California University of Pennsylvania   2010 — 2012
Bachelor of Science

University of Texas at Brownsville   2008 — 2010

St. Elizabeth Catholic High School

Earl Jessiman Earl Jessiman Halifax, Canada Area Details
Earl Jessiman's Investors Group Experience July 1991 - March 1995
Job Investment Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth  November 2012 - Present
Canaccord Wealth Management  February 2012 - November 2012
Canaccord Wealth Management  December 2004 - January 2012
CIBC Wood Gundy  December 2001 - December 2004
Merrill Lynch Canada  June 1999 - December 2001
Midland Walwyn  March 1995 - June 1999
Investors Group   July 1991 - March 1995
Investors Group   August 1986 - July 1991
Lethbridge Broncos Hockey Club WHL   November 1985 - April 1986
Fredericton Express Hockey Club AHL   August 1983 - July 1985

Skills
Sales Management, Coaching, Marketing Strategy, Financial Management, Investments, Estate Planning, Retirement, Management, Leadership, Sales, Wealth, Financial Advisory, Strategic Planning, Budgets, Business Strategy, Wealth Management, Team Building, Business Analysis, Strategy, Strategic Financial..., Change Management, Team Leadership, New Business Development, Operations Management, Mutual Funds, Financial Services, Investment Strategies, Investment Advisory

Education
Western University   1980 — 1982
MA, Coaching, Biomechanics, 3.70 GPA

Dalhousie University   1977 — 1980
BPE, Physical Education, 3.60

University of Pennsylvania   1973 — 1977
BA, History, French, 2.62 GPA

Athabasca University

Athabasca University

Nan Shen Nan Shen Toronto, Canada Area Details
Nan Shen's Investors Group Experience 2012 - 2012
Job Business Analyst at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company   October 2014 - Present
CI Investments Inc. – Canada’s Investment Company   May 2013 - October 2014
Investors Group   2012 - 2012
TeamMax Corporation   2011 - 2012
China Mobile  May 2010 - June 2011

Skills
Project Management, Microsoft Excel, Access, Outlook, Microsoft Word, FundSERV, Winfund, Client Service Oriented, Account Reconciliation

Education
University of Toronto   2014 — 2015
Project Management Certificate

City University of Hong Kong   2009 — 2010
Master of Arts (M.A.), Communication and Media Studies

University of Toronto   2005 — 2009
Bachelor of Science (B.Sc.), Mathematics and Statistics

Michael Lampel Lampel B.A Econ, Michael Lampel Lampel B.A Econ, Toronto, Canada Area Details
Michael Lampel Lampel B.A Econ,'s Investors Group Experience February 2007 - December 2009
Job President at InsuranceForChildren.ca
Industry Insurance
Experience
Insurance For Children   January 2012 - Present
RBC Dominion Securities  December 2009 - April 2011
Investors Group   February 2007 - December 2009
Trans-Lucent Markets   August 2003 - September 2006
Transkor Systems   January 2002 - September 2003
Shipment Systems   January 1998 - December 2001
Trans-Tek Group   1990 - 1997

Skills
Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Estate Planning, Investment Strategies, Retirement, Wealth Management, Asset Managment, Insurance, People Skills, Wealth Management..., Building Customer..., Passion for Helping..., Volunteering, Keen Listener, Professional Ethics, Personal Values, Asset Management, Positive Can-do Attitude, Financial Advisory, ETFs, Mutual Funds, Personal Finance, Entrepreneurship, High Net Worth..., Critical Illness, Wealth, Financial Planners, Investment Advisory, Strategy, Wealth Accumulation

Education
Canadian Securities Institute   2008 — 2009
CSC, securities

Investment Funds Institute of Canada   2007 — 2007
Mutual Funds License, Investment Funds

Life License Qualified Practitioner   2007 — 2007
LLQP, Personal Insurance and Estate Planning

Concordia University   1982 — 1987
B.A, Economics

Mutual Funds Dealer Association

Phil LeBlanc Phil LeBlanc Ottawa, Canada Area Details
Phil LeBlanc's Investors Group Experience 2003 - 2004
Job Business Development Manager at WiseTech Global
Industry Information Technology and Services
Experience
WiseTech Global  October 2014 - Present
InFlight Corporation   November 2010 - September 2014
The Business & Technology Resource Group (BTRG)   November 2010 - March 2013
N-able Technologies  January 2010 - October 2010
Millennium CreditRisk Management Ltd   February 2009 - December 2009
Dell Canada  2006 - 2008
Dundee Wealth  2005 - 2006
Investors Group   2003 - 2004

Skills
Integration, Logistics Execution, International Logistics, Enterprise Software, Solution Selling, Salesforce.com, SharePoint, SaaS, PeopleSoft, Business Analysis, Management, ERP, Strategy, Business Process..., Professional Services, Leadership, Data Conversion, Business Intelligence, Business Process, IT Strategy, Business Development, Software Industry, Customs Brokerage, Financials, Logistics, Freight Forwarding, Cloud Computing, Resource Management, Requirements Analysis, Management Consulting, Vendor Management, Software Implementation, Program Management, Pre-sales, PMO, Sales Process, Business Process Design, Process Improvement, SDLC, Enterprise Architecture, CRM, PMP, Requirements Gathering, Consulting, Team Leadership, Oracle Applications, Software Project..., Business Alliances, Data Warehousing, Crystal Reports

Education
University of Ottawa / Université d'Ottawa
Business

University of Moncton
Finance

Terri Allister Terri Allister Montreal, Canada Area Details
Terri Allister's Investors Group Experience May 2012 - Present
Job Financial Planner at Investors Group
Industry Financial Services
Experience
Investors Group   May 2012 - Present
Sun Life Financial  March 2002 - May 2012

Skills
Financial Planners, Long Term Care Insurance, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Segregated Funds, Risk Management, Wealth Accumulation, Wealth, Retirement, Income Protection, Critical Illness, Certified Financial..., Estate Planning, Personal Financial..., Investment Strategies, Investment Advisory, Financial Advisory, Pensions, Small Business, Investments

Education
Carleton University
BA, Sociology

Laval University
Diploma, Financial planning

Thaís Miranda Toledo Thaís Miranda Toledo Toronto, Canada Area Details
Thaís Miranda Toledo's Investors Group Experience February 2012 - March 2012
Job Client Advisor Business Services at RBC
Industry Financial Services
Experience
RBC  March 2015 - Present
RBC  July 2013 - March 2015
RBC  July 2012 - July 2013
Brightstar International Group Inc. (Accounting and Finance Associates)   April 2012 - June 2012
Investors Group   February 2012 - March 2012
Centennial College  August 2011 - February 2012

Skills
PowerPoint, Word, Microsoft Office, Data Entry, Research, Event Planning, Administration, Administrative Support, Writing, Excel, Customer Service, Teamwork, Outlook, Time Management, Editing, Teaching, Public Speaking, Event Management, Telephone Skills, Social Media, Creative Writing, English, Critical Thinking, Non-profits, Blogging, Fundraising, Access, Volunteer Management, Public Relations, Higher Education, Proofreading, Problem Solving, Resume Writing, Microsoft Excel, Budgets

Education
Centennial College   2011 — 2012
Ontario College Diploma, Business, Graduated with a 3.8 GPA (out of 4.5)

Anglo Leonardo Da Vinci   2008 — 2009
High School Diploma, English, Achieved an A average with a recognition award

Jennifer Bie-Purewal Jennifer Bie-Purewal Toronto, Canada Area Details
Jennifer Bie-Purewal's Investors Group Experience January 2008 - October 2010
Job Communications Specialist
Industry Marketing and Advertising
Experience
CSI Global Learning (Moody's Analytics)   June 2012 - Present
Lever Communications   October 2013 - Present
AV Communications Inc.   October 2011 - June 2012
Metroland Media Group  September 2004 - October 2011
Investors Group   January 2008 - October 2010
NATIONAL Public Relations  September 2001 - September 2004
Edelman Public Relations - China   1998 - 2001

Skills
Strategy Development, Account Management, Ethnic Media Planning, Integrated Marketing, Press Release..., Translation, Business Development, Interpretation, Press Releases, Ethnic Media, Online Advertising, Strategy, Advertising, Training, Marketing, Public Relations, Strategic Planning, Strategic Communications

Education
Xi'an Shiyou University
B.A., English

Humber College   2001 — 2001
Post-Graduate Certificate, Public Relations

Felix Tan Felix Tan Toronto, Canada Area Details
Felix Tan's Investors Group Experience September 2000 - February 2002
Job Manager, Customer Analytics Special Projects at TD Marketing
Industry Retail
Experience
TD  October 2013 - Present
Felix Tan Consulting   September 2012 - September 2013
LoyaltyOne  June 2011 - August 2012
Zellers  August 2010 - March 2011
Sears Canada  December 2008 - July 2010
Canadian Tire Corporation  April 2002 - November 2008
Investors Group   September 2000 - February 2002
Domtar Merchants   February 1998 - September 2000
Dun & Bradstreet  June 1997 - February 1998
Dun & Bradstreet  July 1995 - June 1997

Skills
Analytics, Retail, Forecasting, Consumer Insights, Predictive Modeling, Retail Analysis, Customer Insight, Financial Analysis, Advertising, Analysis, Cross-functional Team..., Segmentation, Strategy, Market Analysis, Business Strategy, Marketing, Competitive Analysis, Leadership, Direct Marketing, Management, Pricing, Data Analysis, Team Leadership, Strategic Partnerships, CRM, Sales, Sales Operations, Market Research, Financial Modeling, Loyalty Programs, Marketing Research, Merchandising, Database Marketing, Marketing Analytics, Multi-channel Marketing, Loyalty Marketing, Customer Analysis

Education
Wilfrid Laurier University   2006 — 2009
Masters, Business Administration ­ Accounting & Finance

Brock University   1987 — 1992
Honours Bachelor Business Administration, Marketing

Tim Chang, FCMA(UK), CPM, CFP,CGMA, CPA, CMA Tim Chang, FCMA(UK), CPM, CFP,CGMA, CPA, CMA Ottawa, Canada Area Details
Tim Chang, FCMA(UK), CPM, CFP,CGMA, CPA, CMA's Investors Group Experience June 2009 - November 2014
Job Senior Tax Planner at Accountable Solutions Chartered Professional Accountants & Planners
Industry Accounting
Experience
Accountable Solutions Chartered Professional Accountants & Planners   July 2015 - Present
HollisWealth ( Scotia Capital Inc.)   March 2015 - Present
www.managefinancialwealth.ca   January 2012 - Present
Leach Bradbury Chartered Professional Accountants   November 2012 - Present
Investors Group   June 2009 - November 2014
Accountants and Financial Planners Group   November 2010 - November 2012
Dial Tax   November 2007 - November 2010
World Link Accounting Services   January 1991 - November 2007

Skills
Business Planning, Small Business, Entrepreneurship, Strategic Planning, Accounting, Investments, Budgets, Financial Analysis, Cash Flow, Financial Planners, Business Strategy, Public Speaking, Strategic Financial..., Finance, Financial Reporting, Managerial Finance, New Business Development, Tax, Financial Advisory, Portfolio Management, Insurance, Banking, Risk Management, Financial Accounting, Income Tax, Auditing, Mergers & Acquisitions, Due Diligence, Corporate Tax, Payroll, Bookkeeping, Management, Tax Preparation, Internal Controls, Financial Services, Tax Returns, Account Reconciliation, Cost Accounting, Cash Management, QuickBooks, IFRS, General Ledger, Forecasting, Corporate Finance, Financial Modeling, Financial Planning

Education
Athabasca University
B GS, General Studies

Charles Feaver Charles Feaver Winnipeg, Canada Area Details
Charles Feaver's Investors Group Experience 1999 - 2006
Job Advisor on the transition to retirement
Industry Marketing and Advertising
Experience
youngretired.ca   January 2007 - Present
National Financial  2007 - 2008
Investors Group   1999 - 2006
Department of Communications Canada   1981 - 1983

Skills
Strategic Planning, Financial Services, Marketing Strategy, Public Speaking, Business Strategy, Research, Market Research, Analytics, Marketing Communications

Education
University of Toronto - Rotman School of Management   1989 — 1991
EMBA, Management

Carleton University   1974 — 1976
MA, Canadian Studies

Carleton University   1974 — 1975
BJ hons, Journalism

Carleton University   1969 — 1972
BA, Sociology

Trinity College School   1966 — 1968

Giulietta Yue Giulietta Yue Toronto, Canada Area Details
Giulietta Yue's Investors Group Experience August 2013 - April 2014
Job Jr. Integrated Producer at UNION Advertising Canada LP
Industry Marketing and Advertising
Experience
john st.  February 2015 - June 2015
WAX partnership incorporated  August 2014 - January 2015
Investors Group   August 2013 - April 2014
Calfrac Well Services  May 2012 - August 2012

Education
Alberta College of Art and Design   2014 — 2014
Certificate of Achievement

The University of Calgary   2008 — 2014
Bachelor of Commerce (BCom)

Manpreet Chana Manpreet Chana Vancouver, Canada Area Details
Manpreet Chana's Investors Group Experience May 2013 - June 2013
Job Experienced & Skilled Business Professional, Tech Savvy, Creative Thinker
Industry Financial Services
Experience
HSBC Bank Canada  August 2013 - Present
Panoro Minerals Limited   April 2013 - August 2014
Investors Group   May 2013 - June 2013
Ritchie Bros. Auctioneers  May 2012 - June 2012
A Little More Good   December 2010 - June 2011
Young Women in Business (YWiB) SFU   September 2010 - April 2011
Vancouver 2010 Olympics   January 2010 - February 2010
Multimedia Technologies   February 2008 - May 2008

Skills
Communication, Microsoft Office, Learn New Software..., Social Media, Customer Service, Highly detail oriented, Time Management, Learning Quickly, Organization &..., Entrepreneurship, Teamwork, Microsoft Excel, Photoshop, Project Management, Social Media Marketing, Technology, Project Coordination, Event Planning, Business Planning, Research, Project Planning, System Development..., Microsoft Word, Microsoft Project, PowerPoint, Google Docs, Google Drive, Budgeting, Forecasting, Reporting & Analysis, HTML5, CSS, Web Design, Start-ups, Google Analytics, SEO

Education
British Columbia Institute of Technology   2014 — 2015
Web Technologies Associate Certificate, Web Page, Digital/Multimedia and Information Resources Design

Simon Fraser University   2006 — 2010
BBA, Finance and Entrepreneurship

Brendan Madden Brendan Madden Toronto, Canada Area Details
Brendan Madden's Investors Group Experience May 2015 - Present
Job Consultant, Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group   May 2015 - Present
Investors Group   January 2015 - May 2015
Geoscape Contracting   May 2014 - December 2014
ClubLink  July 2007 - January 2014

Skills
Customer Service, Communication, Leadership, Analytical Skills, Teamwork, Time Management, Tenacious Work Ethic, Analysis, Research, Data Analysis, Retirement Planning, Risk Management, Tax Planning, Wealth Management, Estate Planning, Investment Planning, Education Planning, Financial Planning

Education
Humber College   2014 — 2015
Postgraduate Certificate, Financial Planning

Brock University   2009 — 2014
Bachelor of Arts (BA), General Studies

Investors Group Investors Group Houston, Texas Details
Investors Group's Investors Group Experience Chief Financial OfficerInvestors GroupJanuary 1995 - Present
Job Chief Financial Officer at Investors Group
Industry Financial Services
Experience
Investors Group   Chief Financial OfficerInvestors GroupJanuary 1995 - Present

Skills
Financial Assistance, Finance, Financial Analysis, Financial Planning, Banking, Credit, Teamwork, Financial Services, Financial Accounting, Corporate Finance

Education
Canadore College   1980 — 1984
Accounting and Business/Management

Adam Macdonald Adam Macdonald Toronto, Canada Area Details
Adam Macdonald's Investors Group Experience June 2015 - Present
Job Financial Planner at Investors Group
Industry Financial Services
Experience
Investors Group   June 2015 - Present
MLC- Macdonald Leadership Consulting   August 2014 - April 2015
WIND Mobile  April 2013 - August 2014
WIND Mobile  March 2012 - March 2013
Experience Communications Inc.   October 2009 - March 2012
Starbucks  April 2004 - October 2009
Starbucks  January 2000 - April 2004
Starbucks  April 1997 - January 2000

Skills
Leadership, Retail, Sales Operations, Management, Sales, Customer Service, Sales Management, Customer Satisfaction, Training, Store Management, Human Resources, Operations Management, Strategic Planning, Strategy, Coaching, Profit, Inventory Management, Entrepreneurship, Loss Prevention, Sales Process, B2B, Financial Planning, Insurance, Life Insurance, Investment Strategies, Mutual Funds, Mortgage Servicing, Debt Management, Income Tax

Education
Carleton University   1996 — 2000
Psychology

IFSE
Canadian Investment Funds Course, Mutual Funds and Securities

IFSE
LLQP Insurance Course, Life Insurance, Critical Illness Insurance, Disability Insurance, Business Insurance, Investments

Bob Whitmore Bob Whitmore Winnipeg, Canada Area Details
Bob Whitmore's Investors Group Experience February 2003 - May 2003
Job Senior Business Consultant looking for contract opportunities
Industry Information Technology and Services
Experience
Calculated Vision   March 2014 - Present
Manitoba Public Insurance  May 2008 - May 2015
Kesitah Systems   October 2007 - February 2014
Sierra Systems  June 2002 - June 2007
Ceridian Canada  December 2005 - April 2006
MTS (Manitoba Telecom Services)   March 2005 - November 2005
Ceridian Canada  July 2004 - January 2005
SAAN   June 2003 - June 2004
Investors Group   February 2003 - May 2003
MTS (Manitoba Telecom Services)   April 2002 - January 2003

Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Business Process

Education
Prosci   2009 — 2009
Change Management

Brandon University   1987 — 1991
BSc, Computer Science, Psychology

RGI International

Red River College

Tony Tedeschi Tony Tedeschi Montreal, Canada Area Details
Tony Tedeschi's Investors Group Experience January 2008 - August 2011
Job Financial Services
Industry Financial Services
Experience
TD Canada Trust  April 2015 - Present
Investors Group   January 2008 - August 2011
Investia Financial Services Inc.  2004 - 2008
Investors Group Financial Services Inc.  1999 - 2003

Skills
Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investments, Securities, Investment Strategies, Estate Planning, Financial Advisory, Financial Planners, Investment Advisory, Strategic Financial..., Wealth Management..., Finance, Small Business, Wealth, Financial Planning, Portfolio Management

Education
CFA Institute
Level 1

CSI Institute

Concordia University

université laval

Danielle LaBossiere Parr Danielle LaBossiere Parr Calgary, Canada Area Details
Danielle LaBossiere Parr's Investors Group Experience 2000 - 2001
Job
Industry Public Relations and Communications
Experience
Navigator Ltd.  March 2014 - Present
Bourkevale Strategy   July 2013 - March 2014
Entertainment Software Association of Canada   October 2004 - July 2012
General Motors  2004 - 2004
Office of the Premier of Ontario  2002 - 2003
Office of the Minister of Advanced Education   2001 - 2002
Investors Group   2000 - 2001
Office of the Minister of Training Colleges and Universities   1999 - 2001
Brian Pallister Campaign   1998 - 1999
Office of the Premier of Ontario  1998 - 1999

Skills
Strategic Communications, Media Relations, Public Relations, Strategic Planning, Public Policy, Speech Writing, Crisis Communications, Policy Analysis, Politics, Public Speaking, association management, Board Governance, Government, Public Affairs

Education
Carleton University

Fabiola de la Mora Fabiola de la Mora Vancouver, Canada Area Details
Fabiola de la Mora's Investors Group Experience January 2013 - July 2014
Job Regional Trainer for Western Canada at Pierre Fabre
Industry Cosmetics
Experience
Pierre Fabre  January 2015 - Present
Investors Group   January 2013 - July 2014
Just Enjoy Mexico S.A de C.V.   January 2011 - August 2012
BODYBRITE   January 2011 - August 2012
Clarins Canada  2006 - 2007
Jacob  2004 - 2005

Skills
Customer Service, Marketing, Public Speaking, Marketing Strategy, Cosmetics, Research, Skin Care, National Sales Training, Investor Relations, Corporate Training, Strategic Planning, Sales, Wellness, Microsoft Excel, Promotional Solutions, Experienced Sales..., CRM, Sales Presentations, Franchise Sales, Translation, Presentation Skills, Presentation Development, Product Knowledge, Communication, Training, Negotiation

Education
British Columbia Institute of Technology   2007 — 2010
Marketing Management, Business, Management, Marketing, and Related Support Services

Vancouver Community College   2006 — 2006
Business Management, Business Administration and Management, General

Vancouver Community College   2006 — 2007
Aesthetics License and Certification, Cosmetology/Cosmetologist, General

Joelle Parenteau Joelle Parenteau Ottawa, Canada Area Details
Joelle Parenteau's Investors Group Experience April 2010 - January 2013
Job CEO at EpicPerks.com
Industry Program Development
Experience
Epic Perks   January 2013 - Present
National Entrepreneurs' Day Canada   November 2014 - Present
Investors Group   April 2010 - January 2013

Skills
Start-ups, Entrepreneurship, Employee Benefits, Negotiation, Benefits Negotiation, Small Business, Leadership, Competitive Analysis, Program Management, Business Development, Strategic Planning, Insurance, Strategic Partnerships, Business Planning, Marketing, Business Strategy, Marketing Strategy, Team Building, Coaching, Market Research, Human Resources, Team Leadership, Perks, International Business, Business Process..., Corporate Finance, Social Media Marketing, Management Consulting, CRM, Financial Planning

Education
Carleton University   2006 — 2010
Bachelor, International Business

Universidad Publica de Navarra   2008 — 2009
Comercio Internacional, International Business

Franco-Ouest   2000 — 2006

Benoit De Grandpré Benoit De Grandpré Montreal, Canada Area Details
Benoit De Grandpré's Investors Group Experience March 2015 - Present
Job Groupe Investors Solutions financières personnelles
Industry Financial Services
Experience
Investors Group   March 2015 - Present
Impression Paragraph  2012 - 2015
Copie Laser Plus   1990 - 2012

Skills
Digital Printing, Finance, Financial Planning

Education
Concordia University   1987 — 1989
Electrical and Electronics Engineering

Mt. Assumption Institute   1985 — 1987
Senior year, High School/Secondary Diplomas and Certificates

Académie Michèle-Provost   1980 — 1985

Nathalie Wong Kee Song Nathalie Wong Kee Song Montreal, Canada Area Details
Nathalie Wong Kee Song's Investors Group Experience January 1999 - May 2001
Job Wealth Management Advisor and Financial Planner
Industry Financial Services
Experience
Independent  January 2015 - Present
LA FINANCIERE DES PROFESSIONNELS   February 2013 - December 2014
National Bank of Canada  June 2012 - March 2013
RBC FINANCIAL PLANNING  August 2008 - July 2012
RBC Wealth Management  August 2008 - July 2012
CIBC Imperial Services   August 2002 - August 2008
BERKSHIRE INVESTMENT GROUP  May 2001 - August 2002
Investors Group   January 1999 - May 2001
RBC Dominion Securities  March 1997 - January 1999
RBC  July 1992 - March 1997

Skills
Storn Hability and..., Great Communication..., Great and Easy learning..., Organized Multi-tasker, Problem Solving, Social Networking, Sociability, Direct Sales, Financial Analysis, Strategic Financial..., Competitive Analysis, Computer Science, Banking, Estate Planning, Retirement Planning, Risk Management, Customer Satisfaction, Financial Planning, Financial Planners, Easy, Investments, Securities, Finance, Retirement, Wealth Management, Financial Advisory

Education
Universite laval
IQPF, Banking, Corporate, Finance, and Securities Law

CSI
Canadian securities, Finance, General

Concordia University   1992 — 1995
BACHELOR OF COMMERCE, MAJOR IN MIS AND MAJOR IN FINANCE

Concordia University   1992 — 1995
Bachelor's degree, Management Information Systems, General

Institute of Canadian bankers
Conduct and practice handbook, Finance, General

JOHN ABBOTT COLLEGE   1990 — 1992
Bachelor of Commerce (B.Com.), commerce

Timothy Outar-Singh Timothy Outar-Singh Toronto, Canada Area Details
Timothy Outar-Singh's Investors Group Experience 2013 - Present
Job Financial Consultant Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group   2013 - Present

Skills
Strategic Financial..., Personal Finance, Investment Strategies, Investment Advisory, Risk Management, Wealth, Finance, Estate Planning, Insurance, Banking, Corporate Finance, Financial Risk, Financial Services, Life Insurance, Financial Planning, Customer Service, Time Management, Microsoft Excel

Education
Brock University   2007 — 2013
Bachelor of Arts (BA) Honours, Sociology, concentration in Criminology

IFSE Institute   2013 — 2013
Canadain Investment Course

Cedarbrae Collegiate Institute   2003 — 2007
High School, Academic - Extended French

IFSE Institue
Onatrio Life Insurance License Designation, Life Insurance Regulation/ Administration, Pass/ Certified

Evangeline Ducas Evangeline Ducas Ottawa, Canada Area Details
Evangeline Ducas's Investors Group Experience August 2014 - August 2015
Job Junior Policy & Programme Analyst
Industry Public Policy
Experience
DFATD MAECD  September 2015 - Present
Government of Canada  May 2015 - August 2015
Investors Group   August 2014 - August 2015
Cicero Group  August 2014 - August 2014
Investors Group   December 2012 - August 2014
Dalcon Enterprises Inc   September 2012 - December 2012
Queen's University  September 2009 - October 2011
Royal Military College of Canada  June 2011 - September 2011
Cornwall Medical Associates   May 2007 - August 2010

Skills
Research, Public Policy, Policy Analysis, Political Science, Communication, Customer Service, Political Communication, Social Media, Coaching, Business Administration, Qualitative Research, Time Management, Public Management, Economic Analysis, Financial Services, Personal Finance, Public Speaking, Event Planning, Leadership, Microsoft Excel, Teamwork, Economic Policy, Strategic Planning

Education
Carleton University   2014 — 2016
Master's Degree, Masters of Public Administration Candidate 2016

Queen's University   2008 — 2012
Bachelor of Arts (Honours), Political Studies, Art History

Bader International Study Centre   2008 — 2009
Bachelor's Degree

Nick Findler Nick Findler Vancouver, Canada Area Details
Nick Findler's Investors Group Experience May 2012 - August 2012
Job Connector.
Industry Venture Capital & Private Equity
Experience
Opes Wallet   October 2014 - February 2015
University of Victoria  December 2010 - August 2014
Sony of Canada Ltd.  April 2013 - April 2014
Investors Group   May 2012 - August 2012
Sport Chek  December 2005 - April 2008

Skills
Public Speaking, Leadership, Entrepreneurship, Teamwork, Sales, Team Leadership, Venture Capital, Customer Service, Social Media, Microsoft Office, Training, Research, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Show Runner, Mentoring

Education
University of Victoria   2009 — 2014
Bachelor of Commerce (BCom), Entrepreneurship/Entrepreneurial Studies

Akademia Leona Koźmińskiego   2013 — 2014
Bachelor of Commerce (BCom), Finance, Entrepreneurship

Canadian Securities Institute   2012 — 2012
Canadian Securities Course, Finance

Google Academy   2014 — 2014
Digital Analytics Fundamentals

Heritage Woods Secondary

Mireille Stéphanie Nkoa Nkengue Mireille Stéphanie Nkoa Nkengue Montreal, Canada Area Details
Mireille Stéphanie Nkoa Nkengue's Investors Group Experience November 2012 - April 2013
Job Adjointe en Gestion de Patrimoine chez Financière des professionnels
Industry Financial Services
Experience
Financière des professionnels  October 2014 - Present
Financière des professionnels  August 2014 - October 2014
Eglise du Christ de Montréal   May 2012 - March 2014
Banque Nationale  August 2013 - October 2013
Gestactif inc.   April 2013 - July 2013
Investors Group   November 2012 - April 2013
Metropolitan Credit Adjusters  September 2011 - April 2012

Skills
Financial Analysis, Microsoft Office, Analysis, French, Customer Service, Strategic Financial..., Corporate Finance, Microsoft Excel, Finance, Leadership, Accounting, Investments, PowerPoint, Financial Accounting, Marketing

Education
Université du Québec à Trois-Rivières   2010 — 2011
DESS FINANCE, FINANCE

Université libre de Tunis   2008 — 2009
Licence, Sciences Comptables

Université de Douala, Cameroun   2005 — 2008
Bachelor, Sciences comptables

James Lei, MBA James Lei, MBA Toronto, Canada Area Details
James Lei, MBA's Investors Group Experience 2013 - 2014
Job Senior Risk Management Specialist at EncoreFX
Industry Financial Services
Experience
Investors Group   2013 - 2014
Apices Partners Fund   2009 - 2012
Harvard Consultants Ltd.   2004 - 2009
Wing Hang Bank  1999 - 2002
Sin Hua Bank   1996 - 1999

Skills
Private Equity, Investment Banking, Venture Capital, Due Diligence, Investments, Corporate Finance, Project Management, Corporate Lending, Relationship Management, Financial Analysis, Credit Analysis, Investor Relations, Equities, Financial Modeling, Capital Markets, Valuation, Finance, Portfolio Management, Strategy, Banking, Management, Financial Services, Risk Management

Education
Federation University Australia   2002 — 2004
Master of Business Administration (M.B.A.), Finance

Shantou University   1991 — 1995
Bachelor of Arts (B.A.), International Economics and Trade

ACCES Employment
Financial Service Connections Program, Customer Service in Financial Service Industry

ICIT Canada
Strategic Financial Analysis, Strategic Financial Analysis

Investment Banking Institute, Toronto
Financial Modeling & Valuation, Comprehensive Financial Modeling & Valuation Analysis

Jamie Caskie, CPA, CA Jamie Caskie, CPA, CA Toronto, Canada Area Details
Jamie Caskie, CPA, CA's Investors Group Experience January 2015 - April 2015
Job Dedicated to freeing young professionals to take control of their lives physically and financially
Industry Financial Services
Experience
Investors Group   January 2015 - April 2015
RBC  March 2014 - January 2015
Century 21  May 2013 - January 2014
BDO Canada  January 2007 - May 2013

Skills
Accounting, Corporate Tax, Tax, Financial Reporting, Income Tax, Auditing, Tax Advisory, Tax Research, Assurance, Financial Accounting, GAAP, IFRS, Tax Preparation, Internal Controls, Tax Returns, Financial Analysis, Tax Accounting, External Audit, US GAAP, Account Reconciliation, Variance Analysis, QuickBooks, Bookkeeping, Canadian GAAP, Financial Planning, Personal Tax Planning, Business Tax Planning, Estate Tax Planning, Investment Advisory, Mortgage Lending, Income Protection, Asset Protection, Asset Management, Business Relationship..., Relationship Marketing, Relationship Management, Strategic Consulting, Business Networking, Networking

Education
Brock University   2005 — 2009
BAcc, Accounting

Melissa Tabinga Melissa Tabinga Toronto, Canada Area Details
Melissa Tabinga's Investors Group Experience December 2011 - Present
Job Administrative Associate at Freedom 55 Financial
Industry Human Resources
Experience
Investors Group   December 2011 - Present

Skills
Employee Benefits, Recruiting

Education
Centennial College   2010 — 2013
Human Resources Managment

Ryan Ricci Ryan Ricci Ottawa, Canada Area Details
Ryan Ricci's Investors Group Experience March 2009 - September 2010
Job Financial Architect
Industry Financial Services
Experience
Advocis Ottawa   January 2015 - Present
Canadian Italian Business & Professional Association   January 2014 - Present
Zombie Run for Humanity   August 2013 - Present
Desjardins Financial Security Independent Network  September 2010 - Present
Investors Group   March 2009 - September 2010

Skills
Segregated Funds, RRSP, TFSA, Critical Illness, Retirement Savings, RESP, Retirement Planning, Retirement, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Mutual Funds, Long-term Care, Life Insurance, Term Life Insurance, Fixed Annuities, Estate Planning, Wealth Accumulation, Investments, Financial Advisory, Credit, Personal Finance, Small Business, Financial Analysis, Financial Planners, Pensions, Wealth Management, Investment Strategies, Health Insurance, Employee Benefits, Succession Planning, High Net Worth..., Financial Planning, Financial Services, Wealth, Strategic Planning

Education
Business Career College   2009 — 2009
Certificate, Life and Health Insurance Licensing Program

Carleton University   2003 — 2007
BA, Political Science International Relations

Cassandra Hebert-Vendramini Cassandra Hebert-Vendramini Montreal, Canada Area Details
Cassandra Hebert-Vendramini's Investors Group Experience 2012 - Present
Job VP Academics for John Molson Business Law Committee, Finance student at John Molson School of Business
Industry Financial Services
Experience
Investors Group   2012 - Present

Skills
Organization Skills, Problem Solving, Teamwork, Analytical Skills, Leadership, Microsoft Office, Customer Service, Time Management, Microsoft Word, Social Media

Education
Concordia University   2014 — 2017
Bachelor of Commerce (B.Com.), Finance

Concordia University   2012 — 2014
Bachelor of Arts and Science, Law and Society

Collège Jean-de-Brébeuf   2010 — 2012
DEC, Economics

Lourdes Guerrero-Arantave de Cueto Lourdes Guerrero-Arantave de Cueto Toronto, Canada Area Details
Lourdes Guerrero-Arantave de Cueto's Investors Group Experience August 2015 - Present
Job CHRP candidate
Industry Human Resources
Experience
Investors Group   August 2015 - Present
Lactalis  May 2013 - October 2013

Skills
Microsoft Office, Microsoft Excel, Teamwork, Social Media, SAP, Leadership, PowerPoint, Recruiting, Time Management, Management

Education
Humber College   2015 — 2015
Human Resources Management

Universidad de Granada   2008 — 2013
Bachelor’s Degree, Business Administration and Management, General

Université du Droit et de la Santé (Lille II)   2011 — 2012
Bachelor’s Degree, Business Administration and Management, General

Isabel Rojas Isabel Rojas Toronto, Canada Area Details
Isabel Rojas's Investors Group Experience 2004 - 2004
Job An experienced Digital Marketing/ECommerce and Email Marketing Communications professional
Industry Marketing and Advertising
Experience
Indigo Books & Music  August 2013 - August 2014
Thomas Cook Canada  August 2011 - July 2013
M Marketing Inc.  October 2006 - August 2011
Unilight   2005 - 2005
Investors Group   2004 - 2004

Skills
Digital Marketing, Digital Strategy, Email Marketing, Online Advertising, Direct Marketing, Social Media Marketing, Interactive Marketing, Marketing Communications, Integrated Marketing, E-commerce, SEM, Mobile Marketing, Social Media, Google Analytics, Digital Media, Advertising, Marketing Strategy, Web Analytics, Account Management, Marketing, Corporate Branding, Direct Mail, Online Marketing

Education
Concordia University   2002 — 2006
BComm, Marketing

Rouen Business School   2006 — 2006
BComm, Marketing

Michelle Prud'Homme Michelle Prud'Homme Ottawa, Canada Area Details
Michelle Prud'Homme's Investors Group Experience December 2007 - July 2009
Job CST Worker / ISSP Therapist at Youturn Youth Support Services
Industry Individual & Family Services
Experience
Youturn Youth Support Services   2011 - Present
EORC - Eastern Ottawa Resource Centre   October 2010 - June 2013
Sandy Hill Community Health Centre  December 2012 - May 2013
JPD Aviation   March 2010 - March 2013
ENRICH - English Network Resources in Community Health   April 2011 - September 2011
Keshet Rescue   August 2009 - August 2010
Investors Group   December 2007 - July 2009

Skills
Social Services, Customer Service, Case Management, Adolescents, Program Development

Education
Carleton University   2006 — 2012
BSW, High Honours, Social Work

Steven Delplace Steven Delplace Montreal, Canada Area Details
Steven Delplace's Investors Group Experience September 2008 - December 2013
Job Business Development Representative at Allied Reliability Group
Industry Chemicals
Experience
Allied Reliability Group  June 2014 - Present
Self Employed  September 2013 - June 2014
Investors Group   September 2008 - December 2013
Rio Tinto Alcan  June 2006 - September 2008
Quadra Chemicals  April 1993 - June 2006

Skills
Business Development, Maintenance Management, Sales Management, Strategic Financial..., Mining, Negotiation, Oil & Gas, Chemical Industry, Business Strategy, New Business Development, Market Research, Marketing Strategy, Product Management, International..., International Sales, Executive Management, Customer Retention, Customer Experience, Energy Industry, Pulp and Paper, Oil/Gas, Coatings, Adhesives, Raw Materials, Reliability Centered..., Lubricants, Change Management, Project Planning

Education
Concordia University
Bachelor of Arts, History Major

Queen's University
Executive Development

McGill University

Ryerson University

Maria Rodriguez Cerna Maria Rodriguez Cerna Kitchener, Canada Area Details
Maria Rodriguez Cerna's Investors Group Experience March 2015 - Present
Job Financial Executive Assistant at Investors GroupMcEachnie Private Wealth Management
Industry Retail
Experience
Investors Group   March 2015 - Present
Conestoga College Institute of Technology and Advanced Learning  September 2013 - May 2014
LaZboy Furniture Galleries  August 2013 - March 2014
SUNAT  February 2012 - August 2013
Banco Financiero del Perú  May 2010 - January 2012
Interbank  April 2008 - April 2010
Caja Trujillo   January 2008 - March 2008
Caja Trujillo   April 2007 - December 2007

Skills
Supervisory Skills, Foreign Languages, Teamwork, Microsoft Office, Spanish, Administration, Teaching, Project Coordination, Access, Analysis, Time Management, MS Project, Risk Management, Team Leadership, Economics, English, Microsoft Excel, Strategic Planning

Education
Conestoga College   2014 — 2015
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities, Bachelor Degree

Conestoga College   2014 — 2015
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities

Conestoga College   2013 — 2014
Global Business Management, Negocios internacionales/Comercio internacional

Universidad ESAN   2007 — 2008
Diploma in Finance, Finance, General

Universidad Privada Antenor Orrego   2002 — 2006
Economista, Universidad Privada Antenor Orrego

Nicholas Lalli Nicholas Lalli Montreal, Canada Area Details
Nicholas Lalli's Investors Group Experience June 2014 - August 2014
Job Finance Student at John Molson School of Business
Industry Financial Services
Experience
RBC  February 2014 - Present
Investors Group   June 2014 - August 2014
McDonald's Canada  October 2010 - February 2014

Skills
Finance, Teamwork, Customer Service, Management, Communication, Time Management, Work Ethic, Banking

Education
Concordia University   2012 — 2016
Bachelor of Commerce (BCom), Finance

Seungung Kim Seungung Kim Toronto, Canada Area Details
Seungung Kim's Investors Group Experience February 2012 - Present
Job Associate at Investors Group as a translator
Industry Mechanical or Industrial Engineering
Experience
Investors Group   February 2012 - Present
CELGARD  July 2009 - September 2009

Education
충북대학교   2005 — 2013

포항고등학교   2002 — 2004

Kunze (Lucas) Wu Kunze (Lucas) Wu Toronto, Canada Area Details
Kunze (Lucas) Wu's Investors Group Experience May 2013 - December 2013
Job Finance & Accounting
Industry Financial Services
Experience
LM Staffing International   July 2015 - July 2015
Citco Fund Services  August 2014 - February 2015
H&R Block Canada  February 2014 - May 2014
Saint Mary's University  November 2013 - February 2014
Investors Group   May 2013 - December 2013
New Aisa Restaurant   January 2013 - May 2013
Beijing Normal University, Zhuhai  September 2011 - January 2012
Beijing Normal University, Zhuhai  June 2011 - January 2012
Guangdong Yantang Enterprise General Company   September 2011 - November 2011
Beijing Normal University, Zhuhai  September 2010 - July 2011

Skills
Leadership, Communication, Works well in a team, Bilingual, Painting, Sports, Always Punctual, Ethics, Professional Services, Personnel Evaluation, Finance, Investments, Higher Education, Research, Teamwork, Time Management, Teaching, Social Media, Facebook, Customer Service

Education
Saint Mary's University   2012 — 2014
Bachelor's degree, Finance, General

Beijing Normal University   2009 — 2012
Bachelor of Commerce (B.Com.), International Finance

Kangnam University   2011 — 2011
Bachelor's degree, Finance, General

Caroline Dittmar Caroline Dittmar Toronto, Canada Area Details
Caroline Dittmar's Investors Group Experience October 2014 - February 2015
Job Marketing Assistant I Office Management I Opportunity Seeker
Industry Financial Services
Experience
Centennial College  February 2015 - Present
Investors Group   October 2014 - February 2015
Banco do Brasil  February 2012 - January 2014
Banco do Brasil  January 2011 - January 2012
Banco do Brasil  November 2006 - December 2010

Skills
Microsoft Office, Teamwork, English, Banking, Negotiation, Team Leadership, Sales, Communication, Microsoft Word, Customer Relations, Cash Management, Relationship Management, Corporate Finance, Accounting Management, Financial Analysis, Prospecting New Clients, Client Relations, Client Services, Client Development, Client Liaison, Microsoft Suites, Leadership, PowerPoint

Education
Centennial College   2014 — 2015
Graduate Certificate, Global Business Management, With Honours - GPA 4.061

FAE Centro Universitário   2008 — 2010
Postgraduation, Accounting and Auditing, GPA 4.03

Universidade Federal do Paraná   2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, GPA 3.79

April Clavel-Cholette April Clavel-Cholette Ottawa, Canada Area Details
April Clavel-Cholette's Investors Group Experience April 2015 - Present
Job Executive Assistant/Investors Group
Industry Investment Management
Experience
Investors Group   April 2015 - Present
Ricki's  January 2015 - April 2015
Neil Squire Society  January 2014 - January 2015
ACC Vocal Expressions   1998 - December 2013
Big Brothers Big Sisters Ottawa  November 2007 - August 2013
Calian  2007 - 2007
YSB/YMCA/YERS   2004 - 2007

Skills
Non-profits, Organized self-starter, Highly detail oriented, People-oriented, Supervision, Event Planning, Mediation, Public Speaking, Youth Mentoring, Volunteer Management, Fundraising, Program Development, Multitasking Skills, Recruitment, Business Development, Account Management, Team Building, Office Administration, Workshop Facilitation, Nonprofits

Education
Algonquin College of Applied Arts and Technology
Social Service Worker

Carleton University
Bachelor's degree, Psychology

Evan Twigley Evan Twigley Ottawa, Canada Area Details
Evan Twigley's Investors Group Experience 2008 - 2010
Job Agent American Income Life
Industry Financial Services
Experience
Altig - American Income Life Insurance Company  November 2013 - Present
GoodLife Fitness  February 2012 - August 2013
GoodLife Fitness  July 2002 - February 2012
Scotiabank  2010 - 2010
Investors Group   2008 - 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML

Education
Algonquin College of Applied Arts and Technology   2005 — 2008
Diploma, Finance, General

Antoinette Drummond Antoinette Drummond Ottawa, Canada Area Details
Antoinette Drummond's Investors Group Experience July 2008 - June 2009
Job Busy mom of 3
Industry Consumer Services
Experience
My home  June 2009 - Present
Investors Group   July 2008 - June 2009
MBNA Canada  April 2005 - June 2008
Insurance Bureau of Canada  June 2003 - April 2005

Education
Carleton University   1999 — 2004
Bachelor's degree, Public Administration

Rupali Das , MBA, PMP Rupali Das , MBA, PMP Toronto, Canada Area Details
Rupali Das , MBA, PMP's Investors Group Experience September 2014 - Present
Job Expert in Program,Project, Portfolio Management
Industry Information Technology and Services
Experience
Projectize Inc   August 2014 - Present
Investors Group   September 2014 - Present
Rogers Communications  May 2012 - January 2014
Davis + Henderson  May 2008 - April 2012
CGI  April 2007 - April 2008
Verinon  November 2005 - March 2007
IBM US  January 2004 - October 2005
IBM US  October 2002 - December 2003
Price Waterhouse Management Consultants  March 1995 - September 2002

Skills
Portfolio Management, Change Management, Project Management, Process Improvement, Leadership, Finance, Project Portfolio..., PMP, Vendor Management, Program Management, Business Analysis, Business Process..., Strategic Planning, Team Building, P&L Responsibility, Change Leadership, Talent Acquisition, Talent Management, Strategic Thinking, Strategy, PMO, Team Leadership, SDLC

Education
Indian Institute Of Social Welfare and Business Management   1990 — 1992
Master of Business Administration (M.B.A.), Operations, Finance, Marketing

University of Calcutta   1989 — 1990
Diploma in Computer Applications, Programming Languages, Network Architechture

University of Calcutta   1987 — 1990
Bachelor’s Degree, Physics Hons

Loredana Cusano Loredana Cusano Montreal, Canada Area Details
Loredana Cusano's Investors Group Experience April 2014 - Present
Job Bilingual Recruiter/Talent Acquisition at Investors Group
Industry Staffing and Recruiting
Experience
Investors Group   April 2014 - Present
Alteo Inc.   October 2012 - May 2013
Aon Hewitt  July 2010 - July 2010
Sleeman Breweries Ltd.  February 2010 - June 2010
Nelson Education  November 2009 - February 2010
Aon Hewitt  January 2008 - April 2008
SDL INTERNATIONAL  July 2006 - June 2007
Ville de Montréal  September 2005 - February 2006
Telus Mobility  2004 - 2005

Skills
Recruiting, Customer Service, Sales, Sourcing, Autonomous, Determined to Succeed, Team-oriented, Communication Skills, Microsoft Office, English, French, Spanish, Italian, Taleo, Human Resources, Lotus Notes, Interviews, Employee Benefits, Screening, Talent Acquisition, Employee Training, HRIS, HR Consulting, Technical Recruiting, Temporary Staffing, Internet Recruiting, Applicant Tracking..., IT Recruitment, Contract Recruitment, Staffing Services, Management, Permanent Placement, Executive Search, Screening Resumes, Employer Branding, Talent Management, Recruitment Advertising, Benefits Negotiation, New Hire Orientations, Onboarding, HR Policies, Temporary Placement, Hiring, Leadership, Team Leadership, Coaching, Communication

Education
Concordia University   2007 — 2008
HR MANAGEMENT CERTIFICATE, Human Resources Management and Services

Concordia University   1997 — 2001
Bachelor's degree, MODERN LANGUAGES & TRANSLATION

champlain st-lambert   1994 — 1997
DEC, Business Administration and Management, General

Jingchao Ye Jingchao Ye Toronto, Canada Area Details
Jingchao Ye's Investors Group Experience September 2014 - March 2015
Job CSR, Supervisor at Thai Express Restaurant
Industry Financial Services
Experience
Thai Express Restaurant   March 2015 - Present
Investors Group   September 2014 - March 2015
T&T supermarket  May 2014 - August 2014
Centennial College  September 2013 - May 2014
Get Juiced   September 2012 - December 2012

Skills
Business Analysis, Business Strategy, Account Management, Market Research, Strategic Planning, Marketing Strategy, Sales Management, Customer Service, Public Speaking, Research, Management, Leadership, Financial Planning, Mutual Funds

Education
Centennial College   2013 — 2014
Graduate Certificate, Marketing: Sales and Account Management, Graduate

University of Guelph   2009 — 2013
Bachelor of Commerce (BCom), Management Economics in Industry and Finance, Undergraduate

Jaclyn Dawson Jaclyn Dawson Toronto, Canada Area Details
Jaclyn Dawson's Investors Group Experience September 2014 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group   September 2014 - Present

Skills
Public Speaking, Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, English, Customer Service, Politics, Teamwork, Community Outreach

Education
Carleton University   2009 — 2013
Bachelor of Arts (B.A.), Political Science and Economics

Darryl Saunders Darryl Saunders Toronto, Canada Area Details
Darryl Saunders's Investors Group Experience March 2013 - August 2013
Job Public Relations Officer at Freelance Promotions, Marketing and Public Relations
Industry Public Relations and Communications
Experience
Freelance Promotions, Marketing and Public Relations   January 2015 - Present
The Source  August 2013 - November 2014
Up Front Entertainment Inc.   January 2014 - March 2014
Investors Group   March 2013 - August 2013
MIJO  March 2012 - May 2012
Maverick Public Relations  September 2011 - November 2011
marblemedia/Distribution 360   July 2010 - June 2011
UpFront Entertainment   June 2008 - July 2008
marblemedia  2008 - 2008
The Toronto Show   2004 - 2004

Skills
Computer Proficiency, Information Technology, Mac OS, Windows, Unix, Mobile Technology, Blackberry OS, iOS, Google Analytics, Microsoft Office, Android, Adobe Creative Suite, Pro Tools, HP Server Hardware, Cisco Technologies, Communication Skills, Social Media Marketing, Creative Writing, Technical Writing, Copy Editing, Consulting, Pitch Letters, Media Monitoring, Media Relations, Digital Media, Crisis Communications, Account Management, Invoicing, Event Planning, Managing Project Budgets, Strategic Planning, Creativity, Analytic Thinking, Motivated self-starter, Highly Ambitious, Team-oriented, Exceptionally Organized, Tenacious

Education
University Canada West   2011 — 2014
Bachelor of Arts (B.A.), Media & Communications

Toronto District School Board   2012 — 2012
Certificate: Beginners French, French Language

Humber College   2007 — 2010
Diploma, Public Relations

Edward Saidah, Pl. Fin., CFP, CLU Edward Saidah, Pl. Fin., CFP, CLU Montreal, Canada Area Details
Edward Saidah, Pl. Fin., CFP, CLU's Investors Group Experience August 2003 - February 2013
Job Investment Advisor/Conseiller en placements
Industry Financial Services
Experience
Edward Jones  February 2014 - Present
Raymond James Ltd.  April 2013 - January 2014
Investors Group   August 2003 - February 2013
The Lansdowne Center   February 1995 - July 2003
St-George's High School of Montreal   September 1997 - June 2001
Concordia University  January 1996 - January 1998
James Lyng High School   January 1994 - January 1996

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Planners, Investment Strategies, Life Insurance, Wealth Management..., Risk Management, Securities, Disability Insurance, Retirement, Segregated Funds, Fixed Annuities, Financial Services, Personal Financial..., Portfolio Management, Asset Allocation, Pensions, Income Protection, Finance, Personal Finance, High Net Worth..., Long-term Care, Fund Raising, Financial Planning, Insurance Planning, Insurance, Tax, Asset Management, Financial Advisory, Investment Advisory, Equities, Wealth, Financial Markets

Education
Institut quebecois de planification financiere   2013 — 2013
Planificateur Financier/Financial Planner, Financial Planning and Services

Advocis   2010 — 2013
CLU, Tax, Law & Advanced Estate Planning

FPSC   2006 — 2006
CFP, Financial Planning

Canadian Securities Institue   2002 — 2013
WME, CPH and CSC courses, Financial Planning

Concordia University   1992 — 2000
MTM, B.Sc., Mathematics Education

CEGEP DE MATANE   2012 — 2012
GROUP ANNUITY Course, N/A

CEGEP - John Abbott College   1989 — 1992
DEC, Pure and Applied Sciences

HOWARD S BILLINGS   1984 — 1989
DES, General Studies

Ellison Chan, MBA, RHU Ellison Chan, MBA, RHU Montreal, Canada Area Details
Ellison Chan, MBA, RHU's Investors Group Experience January 2008 - April 2011
Job Masters of Computer Science Student at Concordia University
Industry Financial Services
Experience
Concordia University  January 2014 - Present
Voxis Maxis Inc.   April 2011 - 2014
Investors Group   January 2008 - April 2011
Nortel  December 2006 - January 2008
Nortel Networks  1999 - 2008
Nortel  March 1999 - December 2006
HNSX, NEC Corporation   1991 - 1997

Skills
Project Management, Architecture, Testing, Leadership, Product Development, Wireless, Agile Methodologies, Integration, Requirements Analysis, Software Development, Software Project..., SDLC, Telecommunications, Software Design, VoIP, Unix, Embedded Systems, Perl, C++, ATM networks, Project Planning, ClearCase, Architectures, Software Engineering, Management, Linux, Product Management, IP, Team Leadership, Analysis, Program Management

Education
Concordia University
Master of Computer Science, Artificial Intelligence, and Robotics

Queen's University   2005 — 2007
MBA, Finance, Operational Management, Management of Information System, Business Decision Modelling.

Concordia University   1996 — 1999
B. Comp. Sci., Computer Applications and Networking

Ben Kawaguchi Ben Kawaguchi Calgary, Canada Area Details
Ben Kawaguchi's Investors Group Experience 2011 - Present
Job Consultant at Investors Group
Industry Education Management
Experience
Investors Group   2011 - Present
Rocky Mountain Technologies and Management Group   June 1995 - Present
Centre for Excellence in Home Building and Land Development   2001 - 2009
Athabasca University  1995 - 1997
Peigan Board of Education   August 1981 - July 1995

Skills
Leadership, Change Management, Management Consulting, Strategic Planning, Team Building, Strategy, Project Planning, Team Leadership, Community Development, Government, Policy, Management, Governance, Interviews, Fundraising, Coaching, Budgets, Entrepreneurship, Strategic Partnerships, Leadership Development, Public Speaking, Business Strategy, Business Planning, Public Relations, Program Management, Small Business, Negotiation, Business Development, Marketing Strategy, Nonprofits, Training, Marketing Communications

Education
Athabasca University   1995 — 1997
Master of Business Administration (MBA), Strategic Planning

Simon Fraser University   1977 — 1982
BA Honours, Cultural Geography

John Vignone John Vignone Montreal, Canada Area Details
John Vignone's Investors Group Experience June 1995 - Present
Job Executive Financial Consultant at Vignone & Associates Private Wealth Management
Industry Financial Services
Experience
Investors Group   June 1995 - Present
Investors Group Financial Services Inc.  August 2000 - September 2009

Skills
Retirement Planning, Mutual Funds, Wealth Management, Investments, Financial Planning, Wealth, Insurance, Portfolio Management, Retirement, Investment Strategies, Pensions, Financial Planners, Estate Planning, Financial Advisory, Fixed Income, Fixed Annuities, Annuities

Education
Concordia University   1992 — 1995
B.Comm., Finance

Carole Tremblay Carole Tremblay Toronto, Canada Area Details
Carole Tremblay's Investors Group Experience 1997 - September 2013
Job VP Client Relations at Leslie L. Fenicky and Associates
Industry Financial Services
Experience
Leslie Fenicky & Associates Inc.   September 2013 - Present
Open House Staging (and Re-design)   June 2009 - January 2015
Investors Group   1997 - September 2013
Sunnybrook Health Sciences Centre - Primary Care Research Unit   April 1982 - May 1984

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

Education
Central Connecticut State University   1970 — 1973
Associates Degree, Education

Linda Wyngaert Linda Wyngaert Montreal, Canada Area Details
Linda Wyngaert's Investors Group Experience September 1996 - December 2002
Job Financial Planner at Manulife Securities
Industry Financial Services
Experience
Manulife Securities  January 2003 - Present
Investors Group   September 1996 - December 2002
Camping Alouette   May 1986 - September 1996

Skills
Personal Financial..., Certified Financial..., Time Management, Customer Service, Highly Reliable, Highly detail oriented, Motivated, Honest, Friendly Personality, Ethical Conduct and..., Specialize in Life and..., Investments, Equities, Strategic Financial..., Retirement Planning, Wealth Management

Education
University of Laval
Diploma, Personal Financial Planning

Investment Funds Institute of Canada
Certification, Canadian Investment Funds Course

Concordia University
Bachelor of Arts (BA), Major in Economics, Minor in Business Studies

Brad Dow, CFP Brad Dow, CFP Ottawa, Canada Area Details
Brad Dow, CFP's Investors Group Experience August 1997 - December 2001
Job Financial Advisor at Armstrong & Quaile
Industry Investment Management
Experience
Armstrong & Quaile   December 2001 - Present
Investors Group   August 1997 - December 2001

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

Education
Algonquin College of Applied Arts and Technology
Associate's Degree, Business Administration - Accounting

Peter Zalai Peter Zalai Montreal, Canada Area Details
Peter Zalai's Investors Group Experience May 2004 - Present
Job Financial Advisor at Investors Group
Industry Financial Services
Experience
Investors Group   May 2004 - Present

Skills
Retirement Planning, Insurance, Mutual Funds, Strategic Financial..., Asset Allocation, Pensions, Disability Insurance, Critical Illness, Life Insurance, Estate Planning, Financial Goals, Long-term Care, Income Protection, Personal Financial..., Investments, Portfolio Management, Wealth Management, Wealth Accumulation, Segregated Funds, Personal Finance, Retirement Savings, Securities, Financial Planning

Education
Concordia University   1999 — 2002
B.Comm., Marketing, Electronic Business

Fred Traballo Fred Traballo Toronto, Canada Area Details
Fred Traballo's Investors Group Experience 2002 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group   2002 - Present
Canada Life Assurance Company  1987 - 2001

Skills
Strategic Financial..., Finance, Entrepreneurship, Financial Services, Investments, Microsoft Excel, Retirement Planning, Mutual Funds, Wealth Management, Financial Planners, Retirement, Financial Planning, Wealth, Investment Strategies

Education
(CFP) Financial Planners Standard Council   2010 — 2010
CFP, Financial Planning

(FMA) Canadian Securities Institute   2006 — 2007
FMA, Financial Management

(FLMI) Life Office Management Assoc. Inc.   1988 — 1992
FLMI, Life Insurance

Ateneo Graduate School of Business   1979 — 1982

Ateneo de Manila University   1969 — 1972
BA, Philosophy

Our Lady of Penafrancia Seminary   1965 — 1968
High School; some pre-divinity courses

Ateneo de Naga University   1964 — 1966
High School

Tamara Brancati Tamara Brancati Toronto, Canada Area Details
Tamara Brancati's Investors Group Experience January 2008 - October 2012
Job Revenue Analyst, Digital at Bell Media
Industry Broadcast Media
Experience
Bell Media  March 2013 - Present
Bell Media  October 2012 - March 2013
Investors Group   January 2008 - October 2012
CHUM Specialty Television   June 2002 - December 2007
Harrison, Young, Pesonen and Newell (HYPN)   June 1997 - May 2002

Skills
Revenue Analysis, DFP, Omniture, comScore, Microsoft Excel, DART for Publishers, DART Sales Manager, Sales, Advertising, Social Media Marketing, Digital Media, Outlook, Customer Satisfaction, PowerPoint, Marketing Communications, Event Management, Time Management, Microsoft Word, SharePoint, Recruiting, Office Management, Social Media, Teamwork, Social Networking, Marketing

Education
Centennial College
Advertising, Creative

Trudy-Ann Herman Trudy-Ann Herman Ottawa, Canada Area Details
Trudy-Ann Herman's Investors Group Experience Business OwnerNature's WayNovember 1989 - December 2008
Job Martketing & Recruiting CoOrdinator at Investors Group
Industry Financial Services
Experience
Investors Group   Business OwnerNature's WayNovember 1989 - December 2008

Education
Algonquin College of Applied Arts and Technology   2002 — 2003
Office Administration Executive, Administrative

Tom Bilandzic Tom Bilandzic Kitchener, Canada Area Details
Tom Bilandzic's Investors Group Experience August 2015 - Present
Job Broadcast Professional with extensive global experience in engineering looking for next opportunity
Industry Broadcast Media
Experience
Investors Group   August 2015 - Present
The Weather Network  2008 - 2014
The Weather Network  October 2001 - June 2008
Conestoga College Institute of Technology and Advanced Learning  1998 - 2008
SATCOM GmbH   1995 - 1998
Radio-Television of Bosnia and Hercegovina   1986 - 1995

Skills
Television, Video, Broadcast, Post Production, Video Production, Sound, Broadcast Television, Master Control, Video Editing, Radio Broadcasting, HD Video, Avid, MPEG2, Multimedia, Satellite, Digital Video, Broadcast Engineering, Digital Media, Camera

Education
Wilfrid Laurier University   2013 — 2015
Master of Business Administration (M.B.A.)

International University of Sarajevo
Bachelor's Degree, Electrical Engineering

Marcus H. Christensen, CFP, CLU Marcus H. Christensen, CFP, CLU Toronto, Canada Area Details
Marcus H. Christensen, CFP, CLU's Investors Group Experience May 2006 - Present
Job Financial Consultant at Investors Group Securities Inc.
Industry Financial Services
Experience
Investors Group   May 2006 - Present

Skills
Retirement Planning, Insurance Planning, Financial Planning, Wealth Management, Estate Planning, Retirement, Investments, Mutual Funds, Financial Advice, Investment Advisory, Critical Illness, Pensions, Insurance, Annuities, Investment Strategies, Portfolio Management, Mortgage, Asset Management, Disability Insurance, Savings, Long Term Care, Income Protection, Wealth Accumulation, Retirement Income..., Personal Finance, Asset Allocation, Financial Analysis, Retirement Savings, Risk Management, Mortgage Lending, Financial Planners, Life Insurance, Financial Advisory, Segregated Funds, Personal Financial...

Education
Centennial College
Financial Planning

Francis Prima Francis Prima Toronto, Canada Area Details
Francis Prima's Investors Group Experience November 2009 - Present
Job Financial Planner / Consultant at Investors Group
Industry Banking
Experience
Investors Group   November 2009 - Present
Bank of the Philippine Islands  November 1998 - July 2009
BPI Express Remittance Corp. - New York   October 2004 - April 2008

Skills
Banking, Loans, Deposits, Finance, Retail Banking, Credit, Commercial Banking, Consumer Lending, Mortgage Lending, Trade Finance, Commercial Lending, Financial Planning..., Accounting, Wealth Management, Analysis, Financial Analysis, Risk Management, Retirement Planning, Cash Management, Cash Flow, Mutual Funds, Portfolio Management, Financial Planners, Investment Advisory, Financial Reporting, Tax, Financial Advisory, Financial Services, Investments, Strategic Financial..., Financial Planning

Education
Ateneo de Naga University   1998 — 2009
Bachelor, Bachelor of Science in Accountancy

Ateneo de Naga University   1994 — 1998
Bachelor of Science (BS), Accountancy

Terry Vieweg Terry Vieweg Ottawa, Canada Area Details
Terry Vieweg's Investors Group Experience May 2008 - January 2012
Job Mounted Games Coach Level I at Pot O' Gold Stables
Industry Sports
Experience
Pot O' Gold Stables   March 2004 - Present
Investors Group   May 2008 - January 2012

Skills
Sports, Public Speaking, Social Media, Teaching, Coaching, Event Management, Coaching at all levels, Financial Planning, Metric Based Management, Sage 50, Microsoft Office Suites

Education
Canadian Institute of Financial Planning   2009 — 2012
Financial Planner, Financial Planning

University of Toronto   1980 — 1982
DBA, First Year MBA, Accounting and Marketing

Carleton University   1970 — 1976
Honours BSc, Chemistry

Khammy Phanthavong Khammy Phanthavong Winnipeg, Canada Area Details
Khammy Phanthavong's Investors Group Experience January 2007 - Present
Job Photographer at Khammy Photography
Industry Photography
Experience
Khammy Photography   June 2010 - Present
Investors Group   January 2007 - Present

Education
Future Media Concepts - New York   2015 — 2015
Adobe Premiere Pro CC

Prairie View School of Photography   2009 — 2010
Photography

The University of Winnipeg, Professional Applied and Continuing Education   2008 — 2009
Internet Systems Specialist Diploma

William Bach William Bach Vancouver, Canada Area Details
William Bach's Investors Group Experience September 2010 - February 2013
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities  March 2013 - Present
Investors Group   September 2010 - February 2013

Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Strategies, Banking, Strategic Financial..., Financial Services, Insurance, Economics, Financial Analysis, Financial Modeling

Education
British Columbia Institute of Technology   2008 — 2010
Financial Management, Finance

Financial Planning Standards Council   2014 — 2015
Certified Financial Planner (CFP) Designation

Canadian Securities Institute   2014 — 2015
Chartered Investment Manager (CIM) Designation

Canadian Securities Institute
Canadian Securities Course

Canadian Securities Institute
Wealth Management Essentials

Monique François Monique François Toronto, Canada Area Details
Monique François's Investors Group Experience June 2013 - August 2013
Job Management Intern at Investors Group
Industry Financial Services
Experience
Investors Group   June 2013 - August 2013
Shapiro & Cho, Barristers and Solicitors   June 2012 - August 2012
Shapiro & Cho, Barristers and Solicitors   June 2011 - August 2011
Shapiro & Cho, Barristers and Solicitors   June 2010 - August 2010
Shapiro & Cho, Barristers and Solicitors   October 2009 - January 2010
B-Fitt Sports and Programs   July 2009 - August 2009

Skills
Legal Research, Legal Writing, Real Estate, Litigation, Corporate Law, Corporate Finance, Corporate Governance, Legal Assistance, Mediation, Dispute Resolution

Education
Canadian University College   2010 — 2015
BBA, Management, Summa Cum Laude

Georges Vanier Secondary School   2009 — 2010
Co-op (Corporate Law); International Business; Fundamentals of Management; Calculus and Vectors, Honour Roll: 2009-2010

Wexford Collegiate School for the Arts   2005 — 2009
OSSD, Ontario Scholar (Average over 80% for all 4 years)

Wexford Public School   1994 — 2005

WENHAO GONG WENHAO GONG Toronto, Canada Area Details
WENHAO GONG's Investors Group Experience 2010 - Present
Job Financial Planner at Investors Group
Industry Financial Services
Experience
Investors Group   2010 - Present

Skills
Customer Service, Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Banking, Insurance, Strategic Financial..., Retirement Planning, Mutual Funds, Microsoft Word, Risk Management, Equities, Portfolio Management, Credit, Financial Services, Securities, Sales, Accounting, Fixed Annuities

Education
Carleton University   2002 — 2007
Bachelor of Arts (B.A.), Finance and Financial Management Services

Bintao Li Bintao Li Toronto, Canada Area Details
Bintao Li's Investors Group Experience August 2014 - July 2015
Job Seeking an Financial Advisor/Financial Service Representative at Bank with my extensive knowledge of Financial planning
Industry Financial Services
Experience
Investors Group   August 2014 - July 2015
Browne and Co.   September 2013 - January 2014
York University, Physics and Astronomy Department   September 2010 - June 2012
York University, Physics and Astronomy Department   May 2009 - June 2009
Foreign Business Office, Engineering and Sales Department of Shaanxi Blower (Group) Co., Ltd., China   1997 - 1999

Skills
Project Management, Badminton, Research, Data Analysis, Numerical Analysis, MS Project, Microsoft Project, Table Tennis, Tennis, Martial Arts, Simulations, Teaching, Mathematical Modeling, Financial Planning, Image Processing, strong analytical..., Quick and creative..., Effective and..., Enterprising,..., MATLAB, MS Office..., Languages: English,..., Squash, Team Leadership, Microsoft Excel, Microsoft Office, Management, Analysis, Teamwork, Customer Service, Strategic Planning, Risk Management, Project Planning, Financial Analysis, Time Management, Finance, Leadership, Banking, Financial Services, Investments, Microsoft Word, Mutual Funds

Education
Centennial College   2014 — 2014
Ontario College Graduate Certificate(Post Diploma), Finandial Planning

Centennial College   2012 — 2013
Ontario College Graduate Certificate, Project Management

York University   2010 — 2012
Master of Physics, Physics

York University   2005 — 2010
Honour Bachelor of Astronomy, Astronomy

Ali Hamouda Ali Hamouda Toronto, Canada Area Details
Ali Hamouda's Investors Group Experience 2014 - 2014
Job Planner/scheduler & Project Control at Projax
Industry Management Consulting
Experience
Projax   January 2008 - Present
Tata Steel  2015 - 2015
Investors Group   2014 - 2014
Imperial Oil  2012 - 2013
Waiward Steel Fabricators Ltd.  1995 - 2013
SNC  2008 - 2009
Alcatel canada Ltd   2002 - 2004

Skills
Contract Management, Petroleum, Project Control, PMP, Primavera P6, Cost Control, CPM Scheduling

Education
Cairo University   1980 — 1987
Bachelor's degree

Sampurna S Sampurna S Toronto, Canada Area Details
Sampurna S's Investors Group Experience November 2011 - January 2013
Job
Industry Banking
Experience
DealGetters - YellowThread   January 2015 - June 2015
Investors Group   November 2011 - January 2013
Great-West Life  October 2010 - November 2011
CIBC  January 2009 - October 2010
Mahindra Satyam  June 2003 - December 2009
PureFacts Financial Solutions Inc.  2008 - 2008
Microsoft  February 1996 - December 1998

Skills
Testing, Quality Center, Software Quality..., Test Management, Test Planning, Microsoft SQL Server, Quality Assurance, Requirements Analysis, ITIL, Business Analysis, Test Cases, Requirements Gathering, User Acceptance Testing, SDLC, SQL

Education
International School of Engineering   2014 — 2015
Certificate Program in Big Data Analytics and Optimization., Data Science, Certificate Program

City University of Seattle   1999 — 2000
M.S, Computer Science, 3.9

St.Andrew's School

Major Yee Major Yee Toronto, Canada Area Details
Major Yee's Investors Group Experience June 2010 - September 2011
Job A visionfocused, outofthebox thinking Business Analyst at Shoppers Drug Mart
Industry Information Technology and Services
Experience
Shoppers Drug Mart  July 2014 - Present
TELUS Health Solutions  January 2011 - June 2014
Investors group   June 2010 - September 2011
Royal Sound of Music   January 2006 - January 2010
China Banking Corporation  June 2005 - June 2006
SM Prime Holdings   June 2003 - June 2005
Amazing Lifestyle   June 2002 - June 2003
DBH Equity Holdings   June 1998 - June 2002

Skills
Business Analysis, Business Process, Business Strategy, Analysis, Requirements Gathering, Management, SDLC, Requirements Analysis, Process Improvement, Business Process..., Competitive Analysis, Budgets, Leadership, Strategic Planning, Training, Financial Modeling, Data Modeling, BPMN, Use case modeling and..., Process Flow Charts, SQL, Effective and trained..., Advanced skills MS..., Financial Valuation..., Business Planning, Database Design, Data Analysis, Database Administration, Relational Data Modeling, Microsoft Applications, Access Database, Sparx Enterprise..., Systems Analysis, HL7

Education
Asian Institute of Management   2003 — 2005
MBA Master, Business Administration

McMaster University   2011 — 2012
Certificate for Associate in Business Analysis, Business Analysis

Asia Pacific College   1999 — 2001
Bachelors Degree, Information Management

University of Santo Tomas   1995 — 1998
Bachelors Degree, Business Management

Pamela Choy Pamela Choy Winnipeg, Canada Area Details
Pamela Choy's Investors Group Experience April 2013 - Present
Job Legal Assistant at Investors Group
Industry Legal Services
Experience
Investors Group   April 2013 - Present
Aikins MacAulay & Thorvaldson  June 2007 - April 2013
Bull, Housser & Tupper   July 2003 - June 2007

Skills
Immigration Law, Legal Writing, Corporate Law, Legal Research, Legal Advice

Education
Capilano University   2003 — 2007
Certificate, Paralegal

Ric Walter Ric Walter Toronto, Canada Area Details
Ric Walter's Investors Group Experience May 2008 - July 2011
Job
Industry Management Consulting
Experience
Investors Group   May 2008 - July 2011
Wilson Banwell Human Solutions  January 2002 - November 2007
Medgate  April 1999 - May 2002
Sobeco Ernst & Young  November 1996 - March 1999
Paul Revere  September 1986 - October 1996

Skills
Business Strategy, Management Consulting, Strategic Planning, Business Planning, Business Development, Marketing Strategy, New Business Development, Sales, Project Management, Strategy, Start-ups, Negotiation, Leadership, Common Sense, Experience, Delivery to bottom line, Coaching, Management

Education
Bishop's University
MBA program, Business management

Valerie Labrosse Valerie Labrosse Montreal, Canada Area Details
Valerie Labrosse's Investors Group Experience May 2006 - January 2007
Job Receptionist/Legal Assistant at Gomberg Dalfen
Industry Human Resources
Experience
Club Tiny Tots   September 2011 - December 2013
Desjardins  May 2008 - June 2010
belairdirect  February 2007 - March 2008
Investors Group   May 2006 - January 2007

Skills
Microsoft Office, Customer Service, Office Administration, Office Support, Receptionist Duties, Telephone Reception, Data Entry, Organization Skills, Filing, Computer Proficiency, Clerical Skills, Translation, Teamwork

Education
Concordia University   2012 — 2014
Bachelor’s Degree, Human Resources Management

Lynda Kyle Lynda Kyle Winnipeg, Canada Area Details
Lynda Kyle's Investors Group Experience 1996 - Present
Job Assistant VicePresident, Marketing Planning at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.  January 1996 - Present
Investors Group   1996 - Present

Skills
Estate Planning, Market Planning, Financial Services, Marketing Communications, Insurance, Financial Advisory, Investment Strategies, Leadership

Education
Babson College - Franklin W. Olin Graduate School of Business   1992 — 1994
MBA

The University of Western Ontario   1985 — 1987
Bachelor of Arts, Economics

Katie MacPherson Katie MacPherson Toronto, Canada Area Details
Katie MacPherson's Investors Group Experience January 2015 - Present
Job Client Services Administrator at Investors Group
Industry Financial Services
Experience
Investors Group   January 2015 - Present
CDI College  June 2013 - February 2014
CDI College  February 2012 - June 2013
Metro News  January 1993 - January 2000

Skills
Medical Terminology, Transcription, Medical Billing, Excel, PowerPoint, Word, Simply Accounting, Payroll, Customer Service, Data Entry, Answering Phones, Bookkeeping, Outlook, Appointment Scheduling, Microsoft Office, Typing, Telephone Skills, Office Administration, Microsoft Excel, Microsoft Word

Education
CDI College   2011 — 2012
Medical Office Administration Diploma, Medical Office Administration

George Vanier High School
High School Diploma, High School Diploma

Caterina Bucci Caterina Bucci Montreal, Canada Area Details
Caterina Bucci's Investors Group Experience September 2010 - July 2012
Job Project Control Officer / PM
Industry Information Technology and Services
Experience
Fresche Legacy  May 2014 - Present
Fresche Legacy  July 2012 - May 2014
Investors Group   September 2010 - July 2012
Le Groupe Grafica   September 2002 - July 2012
Speedware  January 1990 - August 2003

Skills
Quality Assurance, Customer Service, Access, System Administration, Software Documentation, Team Management, Social Media, Business Process, Testing, Administrative..., Team Leadership, SharePoint, Process Improvement, Requirements Analysis

Education
Concordia University   2003 — 2003
Management Certificate

Champlain Regional College   1982 — 1985
D.E.C., Data Processing Technology, Computer Science

Mirexel Inc.
Ms Project, Project Management

Vincent Massey High School

Jessica Rafael Jessica Rafael Montreal, Canada Area Details
Jessica Rafael's Investors Group Experience May 2012 - Present
Job Social Media, Events and Communications Coordinator
Industry Events Services
Experience
Investors Group   May 2012 - Present
Concordia University  September 2010 - April 2012
Imperial Tobacco Canada  May 2011 - August 2011

Skills
Social Networking, Marketing, Communication, Public Relations, Editing, Social Media Marketing, Event Planning, Video Production, Time Management, Social Media, Marketing Communications, Event Management, Media Relations, Internal Communications, Creative Writing, Video

Education
Concordia University   2009 — 2012
Bachelor's degree, Major in Communications

Ryerson University   2009 — 2009
Bachelor's degree, Major in Theatre Production

CEGEP - John Abbott College   2007 — 2009
DEC, Creative Arts, Literature and Languages

Sheen Sagalongos Sheen Sagalongos Vancouver, Canada Area Details
Sheen Sagalongos's Investors Group Experience April 2013 - July 2013
Job Customer Service Representative at Scotiabank
Industry Financial Services
Experience
Scotiabank  April 2014 - July 2015
Sauder School of Business at UBC  May 2014 - August 2014
The Legendary Value Institute   May 2013 - July 2013
Investors Group   April 2013 - July 2013
Motion Foods   July 2010 - October 2012
Quiznos  February 2009 - June 2010

Skills
Time Management, Teamwork, Analysis, Microsoft Excel, PowerPoint, Project Management, Public Speaking, Event Planning, Customer Service, Research, Leadership, Emotional Intelligence, Social Entrepreneurship, Strategy, Communication, Team Building

Education
The University of British Columbia   2012 — 2016
Bachelor of Commerce (BCom), Finance and Economics

Sciences Po   2015 — 2015
Exchange Program, Economics

Capilano University   2011 — 2012
Transfer Program

Ken Arnel Ken Arnel Winnipeg, Canada Area Details
Ken Arnel's Investors Group Experience October 2007 - August 2009
Job University of Winnipeg, PACE Network Security Diploma Full Time Student Sept 2015 > Oct 2016
Industry Information Technology and Services
Experience
Department of National Defence (17 Wing) - Calian Contractor   October 2014 - February 2015
Dept of Defence (Shilo) - Calian Contractor   November 2010 - September 2013
Dept of Defence (Shilo) - Nisha Contractor   November 2010 - March 2011
Hewlett-Packard  August 2009 - November 2010
Investors Group   October 2007 - August 2009
Elmhurst Golf and Country Club   March 2003 - January 2008
Winnipeg Real Estate Board   June 2006 - September 2007
Great-West Life  May 2006 - June 2006
FineLine Solutions  November 2005 - February 2006
Multiple placment agencies   March 2005 - November 2005

Skills
Active Directory, Troubleshooting, Help Desk Support, Windows 7, ITIL, VMware, XP, Microsoft Exchange, Windows Server, Blackberry Enterprise..., Servers, Citrix, Computer Hardware, Hardware Support, Security Clearance, BMC Remedy, Software Documentation, Networking, Disaster Recovery, Network Administration, Laptops, Software Installation, Microsoft Office, Hardware Diagnostics, Customer Support, Customer Service, Service Desk Express, Windows XP, Powershell, Technical Support, Hardware, VPN, Operating Systems, Routers, Remote Desktop, CompTIA A+, Firewalls, Windows Vista, Blackberry, Service Desk, IT Service Management, VoIP, Windows, Call Centers, Desktop Computers, Documentation, Access

Education
The University of Winnipeg, Professional Applied and Continuing Education   2015 — 2016
Network Security Diploma, Network Security

Red River College   2007 — 2007
Photoshop Level 1 (PC)

St. Boniface Arts & Tech Center   2001 — 2002
Computer Repair & Network Technology

The University of Winnipeg   1994 — 1996
Computer Technology and Programming

Richard Pross Richard Pross Montreal, Canada Area Details
Richard Pross's Investors Group Experience March 2015 - Present
Job Mutual Funds Representative
Industry Financial Services
Experience
Investors Group   March 2015 - Present

Skills
Military Operations, Operational Planning, Military Experience, Security Clearance, Army, Defence, National Security, Military Training, Afghanistan, Investments, Analysis, Defense, Government, Military, Policy, Program Management, Project Planning, Training, Team Leadership

Education
Athabasca University
Bachelor Of Business Management

LCCHS

Vanier College

Lokesh Rathod Lokesh Rathod Waukegan, Illinois Details
Lokesh Rathod's Investors Group Experience 2012 - 2013
Job Model Risk Manager at Citizens Financial Group, Inc.
Industry Pharmaceuticals
Experience
AbbVie  February 2014 - April 2015
Investors Group   2012 - 2013

Skills
Functional Requirements, User Acceptance Testing, SAP ERP, SQL, Databases, Data Warehousing, Microsoft Excel, SDLC, UML Tools, Use Case Analysis, Toad 9.0, Test Scripts, Test Planning, Visio, Data Analysis, Business Analysis, Change Management

Education
University of Manitoba
Bachelor's Degree, Finance and Financial Management Services

Fachhochschule Osnabrück
Bachelor's Degree, International Business

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